Posted 01.07.2015

The Lazy Smart Programmer’s way to set up a WordPress Site

Coding

When you get ready to set up a WordPress site, typically your process looks something like this:

  1. Download the latest version of WordPress from wordpress.org
  2. Unzip it.
  3. Copy and paste the files into a local directory (you are developing locally, right?)
  4. Create a MySQL database.
  5. Run the 5 minute WordPress install.
  6. Download your starter theme.
  7. Unzip it.
  8. Copy and paste the theme file into WordPress’s theme directory.
  9. Find your base plugins that you know you’ll need. Download each of them individually.
  10. Copy and paste the plugin files into WordPress’s plugin directory.
  11. Start your custom work.

That’s 11 steps, at least! I know, if you do it enough times you could probably get that down to a 15 minute setup, and that’s probably only if you have local versions of your boilerplate theme and plugins that you can quickly copy and paste into the respective directories.

But, why? Why would you even want to waste your time doing such mindless work every time you start a project when you could be spending that time designing and developing something beautiful and original?

What if I were to tell you that you could cut down that down to two minutes…on a bad day? Interested?

If you can hang with me for the length of this post, we can get you set up and you can start being more efficient.


Remember in English class, how they told us to (1) say what you’re going to say, (2) say it, and then (3) say what you said. I always remember thinking, “That sounds redundant.” Well, I’m going to take a lesson from Mrs. Nooks. I’ll tell you a little bit about the tools we’re going to put in our tool chest, then I’ll show you practically how to use them. It may get a little technical from time to time, but try to stick with it, it will be worth it.


Node.js

A lot of services are built on Node.js. If you visit the Node.js site it says it’s built on Chrome’s JavaScript runtime. Just know, that means f-a-s-t.

If we’re going to use it, we have to install it. Fortunately for us, this is easy. There’s a big green “install” button their site. Click it.

Node.js

Once the package is downloaded, unzip, and double click on the package to install it. Hooray!

Node successfully installed!

NOTE

Grunt and Gulp also run on Node. (Blog post for the future.) Just know, for now, we’re set up for success!

 

Yeoman

Yeoman is a project generator. It can do quite a bit, setting up sites and scaffolding (and not just for WordPress). We’re going to take the easy way out and use a generator Wesley Todd has already created specifically for starting a WordPress project: YeoPress.

NOTE:

To run YeoPress, Node is the only thing that is required (which we just installed), however, Wesley encourages you to have git and SASS installed, too. If you don’t, no worries, it’s pretty straightforward too:

git

You can go to the git website, download the file, unzip, and double click on the package to install it. Done and done.

SASS

SASS is a Ruby gem. If you’re working on a Mac, it comes with Ruby already installed. All you have to do is open up your Terminal (GASP I know, it will be OK.) and run the command:

gem install sass

If you get an error, chances are you need to run the sudo command:

sudo gem install sass

Sudo forces your computer to run the command. It will ask you to enter your computer’s password.

If you want to check to make sure everything was installed correctly, you can run:

sass -v

You should see it return Sass 3.4.9 (Selective Steve).

Now, for installing Yeoman (yo) and YeoPress (at the same time). Within the Terminal run:

npm install -g yo generator-wordpress

npm just means that it’s a node command.

Easy.

Now, within the Terminal, we just have to navigate to the folder we want to install WordPress inside of.

If I lost you at, “within the Terminal,” it’s OK.

For the longest time, I was uncomfortable inside the Terminal, too. But, I promise, the more you use the more comfortable you’ll become. As soon as you see the benefits that the Terminal provides your workflow, it will eventually become something you can’t / won’t want to ignore.

You can get started with the Terminal here.

Now, run:

yo wordpress

You’ll see the WordPress logo appear and it will start to ask you a series of questions about how you want to set up your WordPress install:

WordPress URL
If you’re doing local development (as you should), enter that URL in.

Running yo wordpress within the Terminal

Table Prefix
This is the table prefix for your WordPress database. By default it’s wp_. Stay with that. It makes it easy when you’re looking at your database to be able to tell which tables are related to your WordPress install.

Table prefix when running yo WordPress within the Terminal

Database Host, Name, User, Password

Entering Database credentials when running yo wordpress

I use a free app on my Mac, called Sequel Pro to manage my databases. But, if you’re using MAMP, you can do everything through PHPMyAdmin.

MAMP will also list all the credentials you need (host, user, and password) on the WebStart page.

Webstart Screen in MAMP

Use Git?
More on this later, too, but for now, take my word and just say “Yes”…err, rather “Y”.

use git inside yo wordpress

Would you like to install WordPress as a submodule?

There are people that sit on both sides of the fence on this one, people for and against.

My personal take?

First, let me explain what a submodule is. Submodules are a “Git thing”. It’s essentially an external Git repo that your repo references. Think of it as a nested repo that you can update it independently.

When you think of it in those terms, it makes sense to implement WordPress as a submodule. I don’t manage the WordPress core, so why not make it seperate and reference the actual WordPress repo itself?

If you implement WordPress as a submodule, you’ll using the following commands to update WordPress later:

cd wp
git fetch && git fetch –tags
git checkout 4.1
cd ..
git add wp
git commit -m “Updated to WP 4.1”
git push

Not too shabby.

NOTE:

If you get an error, when you try to update WordPress, like: Your local changes to the following files would be overwritten by checkout. Try forcing the checkout:

git checkout -f another-branch

So… “Yes” install WordPress as a submodule.

Wordpress as a submodule

WordPress install directory
My personal preference is “wp.”

This means when I log in to the admin panel, the address will be: http://SITENAME.dev/wp/wp-admin

WordPress content directory
I go with “wp-content.”

Directories for WordPress Install

Install a custom theme?
I choose “no.” But, I think this would be a good area, in the future, to streamline my process even more.

Does this all look correct?
It’s always comforting that it asks you to double check. “Yes.”

yo wordpress - all correct?

Boom! It will download WordPress for you and set up your config file. Granted, the set up may sound a little verbose, but we just condensed that 11 step process into a few lines of code.


For future reference:

If you clone your repo and the wp directory is blank (WordPress is a submodule, remember), run:

git submodule init && git submodule update

Also, if you need to update YeoPress, it’s as simple as running the following line:

npm update -g yo generator-wordpress



Posted 01.05.2015

Posted 01.05.2015

How to Overcome your Fear of the Terminal

Getting Started

For years, I’ve been afraid of the Terminal. I was scared that I would erase my entire hard drive with a single typo.

But, then I started using grunt. I found it to be so much faster and allowed far more task automation than the tools I had been using previously. IMHO, anything that will speed up your workflow is worth investing in (whether that’s time or money ).

Once I started spending more time in the Terminal, I became more comfortable and confident. Trust me, I still prefer a GUI (graphical user interface), but I’m no longer afraid I’m going to delete my entire harddrive. — And let’s be honest, you could delete your entire hard drive with a GUI too. Drag your harddrive to the trash and click “Empty Trash.” But, nobody in the right their mind would do that. Similarly, you’d have to type a very specific command in the Terminal to delete your entire harddrive and nobody in their right mind would do that either. — Plus if you have a typo in the Terminal, it will tell you and the command won’t run.


So, here are the commands that I’ve found to be the most useful:

NOTE:

When you see examples of command lines in the Terminal and you see a $. Don’t copy the $, it just signifies that it’s the beginning of a Terminal line.

cd stands for change directory. Similar to the Finder where you click on the folder, in Terminal, you just type in the directory that you want:

$ cd Sites

You can type cd .. to go up a level or cd ../.. to go up 2 levels. cd / will take you to your home directory.

The Terminal also supports tab auto completion. So you could type cd De<TAB> and it will fill in cd Desktop for you. Handy!

ls will list all files and directories in your current location.

pwd will show you the current file path to your current location.

mkdir FOLDERNAME will create a folder named FOLDERNAME. mkdir stands for “Make Directory.”

Anytime, you hit the up arrow on your keyboard, it will fill in the last command you ran. Hit it again and it will cycle to the command before that. The down arrow cycles in the opposite direction.

Just to give you an idea of how these commands are used together: when I first open the Terminal, I might type ls to see what my file / folder options are. Then:

$ cd Code/GIT/
$ mkdir NEWPROJECT
$ cd NEWPROJECT

This navigates to the GIT folder and then creates a new directory for a project. Then, navigates inside the folder I just created.

If this is still making your head spin, here’s a WYSIWYG way that I saved until the end: Open up your Terminal type in cd . Then, open up Finder, navigate to the Folder you want to open in Terminal and drag that folder from the Finder onto your Terminal window. It should enter the location for that file path for you. Now, hit <RETURN>. — You’re welcome.


If you’re feeling ambitious, a few other tips and tricks:

I use iTerm2 instead of Mac’s default Terminal. It has a little bit more functionality. My favorite feature, I have a shortcut set up so that any time I hit ALT + Cmd + Space, the Terminal overlays my entire screen. Using the same command sequence will toggle it off. This is great for quickly checking on a grunt or gulp task.

If you want to set this up:

  1. Download and install iTerm2.
  2. Go to iTerm > Preferences. Click on the “Profiles” tab.
  3. Click on the + button in the bottom left. I labeled my profile “Hotkey Window”

    iTerm Preference Window

  4. In the Window tab, I tweaked the transparency, checked Blur, changed the Style to “Fullscreen”, changed the Space to “All Spaces.”

    Screen_Shot_2015-01-02_at_10_26_51_PM

  5. Then, under the Keys tab, check “Show/hide iTerm2 with a system-wide hotkey. As I mentioned, I’m using ALT + Cmd + Space, but do whatever works best for you.

    Screen_Shot_2015-01-02_at_10_27_54_PM

  6. Also check “Hotkey toggles a dedicated window with profile:” and make sure “Hotkey Window” (or whatever you named your custom profile is selected from the dropdown.

Lightning Round.

I’ve always wondered how people were able to customize their Terminal to be all kinds of cool colors.

Then, I was introduced to Oh My Zsh = Awesome.

Even if you could care less about Terminal colors, there are other short cut codes packaged within Oh My Zsh that make Terminal life even better.

I took a leap of faith and trusted Robby Russell and simply ran his automatic installer via Curl. Just copy and paste the following line into your Terminal (remember you don’t need to copy the $ sign):

$ curl -L http://install.ohmyz.sh | sh

Then, you can start Zsh by simply restarting or opening a new command window.

There are plenty of themes to choose from. I went with the agnoster theme and then the colors in my Terminal to use the Solarized theme.

Slow down

Sorry.

To change the theme for Oh My Zsh, copy and past the following line into your Terminal:

$ nano /.zshrc

nano is a simple text editor that runs within the Terminal. So, we’re simply telling it to open our preference file in nano.

Go to the line that’s called ZSH_THEME=“”. Change that line to the name of the theme you want to use, in our case agnoster.

Screen_Shot_2015-01-02_at_10_49_10_PM

Then, type Ctrl + O for “Write Out” (also save). It will ask for the file name, just hit enter to keep the same file name.

Then, type Ctrl + X to exit.

To install the Solaraized theme, click on the download link on their site (also available on their GitHub page).

Unzip the file. Navigate to iterm2-colors-solarized.

Double click on the Solarized Dark.itermcolors file. It should launch iTerm2 with a pop-up message explaining that the color scheme has been loaded into the iTerm2 Preferences (Preferences > Profiles > Colors > Load Presets).

Screen Shot 2015-01-02 at 10.53.41 PM

Make sure your “Hotkey Window” profile is selected and choose “Solarized Dark” from the Load Presets… doprdown.

Screen_Shot_2015-01-04_at_10_29_59_PM

As you begin using the new theme, you may notice some of the characters are not appearing correctly.

I’m using Menlo for Powerline. You can go to their GitHub repository, download, and install the font. There are some other options in the Powerline font repo.

If you’re using a font manager like Suitcase, be sure to mark the font as permanent.

If you’re still having trouble, check the Text tab within iTerm2 and make sure the appropriate fonts are marked.

Screen_Shot_2015-01-02_at_11_01_19_PM

UPDATE JANUARY 25, 2015

Menlo for Powerline stopped working for me. So, I ended up downloading these Powerline fonts from GitHub and installing Meslo, using the same process as described above.


Tripe Bonus.

As I mentioned earlier, “Oh My Zsh” has several shortcuts included. For example, if you’re running Composer, instead of typing composer update, you can simply type cu. Instead of git status, gst. Still not convinced? Here’s one of my favorites: you can type stt and it will open the current directory within Sublime Text. These might not sound like much, but the more you live in the Terminal, the more time it will save you.

All of these shortcuts are considered plugins. You can check out all the ones that available on the Oh My Zsh’s wiki page.

Once you decide which plugins you want to use, you can activate them similar to setting the theme.

$ nano /.zshrc

Find the line that says plugins=()

Include the plugin name within the parenthesises.

Mine reads:

plugins=(git sublime sudo laravel4 Composer bower npm osx)

Last trick.

I have an alias set up so that anytime I type projects into iTerm, it will go directly to my projects folder, where I keep all my code. Essentially, it’s the same as typing cd ~/Code/GIT/ (just in case you were wondering the ~ references your home directory. If you’re not sure what I’m referring to, just type cd ~ and then pwd or ls in the Terminal. You’ll see.)

If you still have your preference file open (nano ~/.zshrc ), look at the bottom. There are a few examples already set up, but commented out (the # in front means the line is commented out). Add a line at the very bottom, below the examples, that reads alias projects="cd ~/Sites".

Screen_Shot_2015-01-04_at_10_32_26_PM

Then, write out the file (^O) and exit (^X). Restart iTerm2 (or open a new command window). Test it out. Nifty!



Posted 12.08.2014

Posted 12.08.2014

8 WordPress Plugins I Put on All my Sites

Coding Webpages

There are eight plugins that I put on all the WordPress sites I build. Not only do they speed up development, but they also enrich my clients’ experience.


Advanced Custom Fields (ACF)

Advanced Custom Fields

http://www.advancedcustomfields.com/

From a development standpoint, this WordPress plugin is a MUST HAVE. It makes it easy to create custom fields within posts, pages, or custom post types.

Sure, you can enter values into custom fields or program post meta data. However, this plugin makes customization much, much easier. Plus, there are several different field options (if you have a PRO): repeater field, photo gallery, options panel, flexible content.

I can’t tell you how many clients have told me how intuitive I’ve made the backend, simply because I use this plugin.

You can download version 4 for free or buy a personal license (1 site) for $25 or a development license (unlimited sites) for $100.


Gravity Forms

Gravity Forms

http://gravityforms.com/

This plugin allows you to create all kinds of forms for your site. You could argue that Contact 7 accomplishes the same purpose, however this is much more extendable.

  • You can create forms with multiple pages.
  • By default, all submissions are also saved within the backend and can be exported as a CSV.
  • You can write in form logic (if there user answers this way, display these questions).
  • I can write conditions to determine who receives email notifications, based on the type of content entered.
  • With the Developer edition, you can connect the form to MailChimp so that users are automatically added to a mailing list.
  • With the Developer Edition, you can also connect your PayPal or Stripe account to accept payment and / or donations.

The price tag on Gravity Forms is a little steeper than ACF:

  • $39 – Personal license (1 Site)
  • $99 – Business (3 Sites)
  • $199 – Developer (Unlimited Sites), advanced form add ons

Yoast

Yoast
https://yoast.com/

This is a FREE plugin that has practically become the standard for Search Engine Optimization within WordPress. As you enter content, it will make recommendations on how to optimize your post for Google. People pay big money for SEO consultants, when this plugin can tell you practically everything you need to know.


WP DB Migrate Pro

wp-db-migrate

https://deliciousbrains.com/wp-migrate-db-pro/

Anytime I’m working on a site, I want to streamline my workflow. Migrating a site by hand is multi step process:

  • Copy the database
  • Change the Site URL and the Homepage URL
  • Replace the dev URLs with the production URLs
  • Update the permalinks

Once this plugin is set up, it reduces that process to 1 step:

  • Click the button.

It costs a little bit of cash, but well worth the cost:

  • $90 – Personal (12 Installs)
  • $199 – Developer (100 Installs)
  • $450 – Elite (unlimited installs)

<div class=“box”>NOTE: If you’re concerned about site speed and conscientious about the number of plugins you install, once you’re done developing a site, this plugin can be disabled.</div>


Backup WordPress

Backup WordPress

https://bwp.hmn.md/

This plugin is peace of mind. It does exactly as the name suggests = Backs up WordPress.

When you’re backing up your site, there are 2 things to consider: backing up the database and backing up your files. This plugin handles both.

You can use either the free version or the developer version ($99). The Developer version can be installed on an unlimited number of sites and unlocks a number of different ways to backup your site: FTP, Dropbox, Amazon S3, Google Dropbox, etc.

This is not the only option out there. Backup Buddy, iThemes Security (formerly Better WP Security), and VaultPress all offer similar services. The important thing, here, is that you are actually backing up your site. You’ll sleep better at night, especially, if you’re managing someone else’s site!


Intuitive Custom Post Order

https://wordpress.org/plugins/intuitive-custom-post-order/

Almost every time I create a custom post type for a client, they’ll need the ability to customize the order that the content appears in. This plugin allows them to go to the post listing and drag and drop posts into the order that they want. It lives up to the name = intuitive.


WP Help

WP Help

https://wordpress.org/plugins/wp-help/

I wrote a post about how I create screencasts for all my clients, training them on how to use WordPress. This plugin creates a panel on the backend, where I can easily post all the screencasts I create. It’s nice because it places everything in one central location.


User Admin Simplifier

User Admin Simplifier

https://wordpress.org/plugins/user-admin-simplifier/

Sometimes, I want to limit what the client has access to, making it as easy as possible for them to update their site. This plugin allows me to quickly and easily control menus and navigation panels they have access to within the WordPress backend. I can even make modifications on a per user basis.


I’m all about workflow and systems and making the development process simple. It’s not about being lazy, it’s about being efficient. If installing a plugin, accomplishes that purpose, I say, “Go for it! Do it!”

What are some plugins that are must haves for you?