{"id":586,"date":"2007-08-03T10:26:00","date_gmt":"2007-08-03T10:26:00","guid":{"rendered":"http:\/\/www.amibroker.org\/userkb\/2007\/07\/04\/introduction-to-the-admin-panel\/"},"modified":"2007-08-10T04:13:00","modified_gmt":"2007-08-10T04:13:00","slug":"introduction-to-the-admin-center","status":"publish","type":"post","link":"http:\/\/www.amibroker.org\/editable_userkb\/2007\/08\/03\/introduction-to-the-admin-center\/","title":{"rendered":"Introduction To The Admin Center"},"content":{"rendered":"

Objective.<\/u><\/strong><\/p>\n

This is the first in a series of introductory articles intended to help new contributors become familiar with the Users’ Knowledge Base (UKB<\/em>) publishing procedures, so that they can quickly move to productive endeavors. The first few articles will focus on WordPress<\/em> and will demonstrate all of the basic skills required to enable contributors to post, using WordPress<\/em> as the blogging tool. Later articles will cover third party publishers, including third party visual editors and screen capture tools.<\/p>\n

Introduction<\/u><\/strong><\/p>\n

The UKB<\/em> is built on the free weblog platform and blogging tool WordPress<\/em>. Information on WordPress<\/em> , including documentation, support and forums can be obtained from:<\/p>\n

http:\/\/wordpress.org\/<\/a><\/p>\n

The UKB<\/em> site is hosted and administered by AmiBroker<\/em> .<\/p>\n

The WordPress<\/em> documentation provides information on advanced features and administrative details. It is not necessary to be familiar with the details to be able to contribute. (Some of the features mentioned in the WordPress<\/em> documentation were not required for the UKB<\/em> site and have not been incorporated into the customized version used by AmiBroker<\/em>). WordPress<\/em>, in it’s standard version, assigns roles and capabilities to users as a fundamental part of it’s operating model. There are five roles; Administrator, Editor, Author, Contributor and Subscriber<\/em>. For ease of use, and to facilitate a self-managed site, AmiBroker<\/em> has chosen to enroll the majority of contributors as Authors<\/em>. Capabilities,<\/em> which are task orientated, are assigned to the Roles<\/em> incrementally, at the Administrators<\/em> discretion. AmiBroker<\/em> has elected to provide Authors<\/em> with the authority to upload files and edit, as well as publish, their own posts.<\/p>\n

For additional information on Roles and Capabilities<\/em> refer to the WordPress<\/em> documentation:<\/p>\n

http:\/\/codex.wordpress.org\/Roles_and_Capabilities<\/a><\/p>\n

WordPress Publishing Procedures<\/u><\/strong><\/p>\n

Login<\/u><\/strong><\/p>\n

To be able to write and publish in WordPress<\/em> approved Authors<\/em> need to login to the WordPress Administrative Center<\/em> via the UKB<\/em> homepage.<\/p>\n

To login to the WordPress Administrative Center:<\/strong><\/p>\n

    \n
  1. obtain a Username<\/em><\/strong> and Password<\/em><\/strong> from support [at] amibroker.com\n
  2. click on Login<\/em>,<\/strong> in the right hand sidebar of the UKB homepage, and enter your Username<\/em><\/strong> and Password<\/em><\/strong> into the Login Window<\/em>,\n
  3. then click the Login<\/em><\/strong> button. <\/li>\n<\/ol>\n

    To remain logged-in for long periods Remember me<\/em> can be checked. Once logged-in, with Remember Me<\/em> checked, the links in the Meta<\/em> section of the UKB<\/em> sidebar will change to Site Admin<\/em> and Logout<\/em>. Clicking on Site Admin<\/em> will take logged-in users straight to the starting panel. Alternatively, a shortcut placed on the desktop will also provide direct access to WordPress<\/em> for those who remain logged-in. (Note that the sustained login stores the logged user in a ‘cookie’ on the local computer. It may not work for those who have disabled their ‘cookies’).<\/p>\n

    \"Login<\/p>\n

    WordPress Administration<\/u><\/strong><\/p>\n

    A successful Login<\/em> will open the WordPress Administration Center<\/em> with the Dashboard<\/em> as the default view.<\/p>\n

    For Authors<\/em> there are four other panels, besides the Dashboard<\/em>, available: Write, Manage, Comments and Profile<\/em> .<\/p>\n

    \"WP002\"<\/p>\n

    For an overview of The Administration Panels<\/em> refer to the WordPress<\/em> documentation:<\/p>\n

    http:\/\/codex.wordpress.org\/Administration_Panels<\/a><\/p>\n

    WordPress Administration Initial Setup<\/u><\/strong><\/p>\n

    On the first visit to the Administration Center<\/em> there are some preliminary tasks to perform.<\/p>\n

    To start, click on Write<\/em> . This will open the Write Post Sub-panel<\/em><\/em> with the Visual Editor<\/em> as the default view.<\/p>\n

    \"WP003\"<\/p>\n

    The Visual Editor<\/em> is an add-on feature to the basic WordPress<\/em> software. Unfortunately it has many faults and it is recommended that it is not used. It also causes conflict with ‘code’ tags, a custom feature provided by AmiBroker<\/em> for displaying AFL formulas, and other third party WYSIWYG editors. The Visual Editor<\/em> should be turned off.<\/p>\n

    To turn off the Visual Editor:<\/strong><\/p>\n

      \n
    1. go to the Profile<\/em><\/strong> panel,\n
    2. uncheck Use the visual editor when writing<\/em><\/strong> ,\n
    3. and click on the Update Profile<\/em><\/strong> button. <\/li>\n<\/ol>\n

      A confirmation message box will appear to acknowledge that the Profile<\/em> has been updated.<\/p>\n

      \"WP004\"<\/p>\n

      The password provided by AmiBroker<\/em> can also be customized in the Profile Panel<\/em> , and personal information can be entered and updated at the same time.<\/p>\n

      The Write Panel<\/u><\/strong><\/p>\n

      After updating Personal Options<\/em> return to the Write<\/em> panel and the default view will now be the Code Editor<\/em>. Those familiar with HTML can write posts directly into the Editing Window<\/em> .<\/p>\n

      Start by entering the Title<\/em> . It can contain any words or phrases. Commas, apostrophes, quotes, hyphens, dashes, and other typical symbols can be used. WordPress will retain symbols in post titles but remove them from links used within the program. Avoid using the same Title<\/em> twice as that can cause problems.<\/p>\n

      Above the Editing Window<\/em> is a collection of buttons, or Quicktags<\/em>, that produce snippets of HTML for applying formats; bold, italic, image, links, lists etc. How to use Quicktags<\/em> will be demonstrated in a separate article Introduction To The Code Editor<\/em> .<\/p>\n

      \"WP032\"<\/p>\n

      As an example of HTML publishing, a segment of the code that underlies this post has been included in the screen-shot above.<\/p>\n

      (The image was captured at one of the draft stages of writing and may differ from the published version).<\/p>\n

      For those unfamiliar with HTML a basic example will be provided in a separate UKB<\/em> post, Introduction To The Code Editor<\/em>. Users who prefer GUI methods need not be concerned as help with using a visual editor will be available in a separate UKB<\/em> series, Using Visual Editors<\/em> .<\/p>\n

      As well as providing an interface for post content, the Write<\/em> Panel<\/em> also has a range of input boxes that provide users with publishing options.<\/p>\n

      \"WP009\"<\/p>\n

      They can be expanded by clicking on the cross in the top right of each box.<\/p>\n

      \"WP010\"<\/p>\n

      Before saving for the first time check that the posting options have been initialized to their defaults:<\/p>\n