Archive for the ‘Wordpress’ Category

One of the best parts of WordPress is just how easy it is, not only to import content in from other content management systems, but to export and take all of your content with you out of WordPress itself. There isn’t the feeling, like with so many systems and web apps out there, that you are deliberately being locked down into using one particular system. And like anything, there is an art to moving your WordPress site from one location to another.

Moving Day post graphic

Why move?

There could be any number of reasons for moving your site to a new location. Perhaps you are changing hosting providers (as we all do at one point or another) and are moving all of your stuff someplace new. Most of the time, for me, it’s because I’m setting up a client’s site based on a local or remote testing installation.

A better question would probably be: why test? More often that not you will be moving a WordPress site to a new location because you first had it in place, testing it. And this is only smart. Live testing, where people know how to find it, is never smart. Testing it in secret can help you foresee and diagnose many of the potential problems, and help you save face once you turn it live.

In the 100 or so odd times I’ve moved a WordPress site from one location to another, I’ve casually put together a mental checklist that I go through to make sure I hit all of the points I need to, and to speed the process up. Consider this a mental brain dump, for your benefit.

First things first: handle your content

The most important part of your site, you’ll want to move over your content first. When I say content, of course, I’m talking about a couple of different things. Most obviously it’s your database export. You can grab the XML file of that content at Tools > Export. This is pretty straightforward, and shouldn’t really confuse you.

If you are moving from one remote host location to another, then moving content is pretty simple. In your new WordPress installation, go to Tools > Import and select the file you just exported from your other site. Be sure to check the box that will download and import all of the files from the other site you’re moving from. This will grab any images/files you uploaded and reconstruct the uploads folder appropriately.

If you’re moving from a local WordPress site to a remote one (let’s say you’ve been testing locally, for instance) then this process is a little bit more difficult. You can’t actually trust WordPress to find and import all of your files, since your site is hosted locally, and WordPress won’t look on your computer. So in this case you’re going to have to grab your wp-content/uploads folder manually, and move it over.

The easiest way to make sure all of the files are linked up correctly throughout your site is to use a nifty Plugin called Search and Replace. It will run through all of your content — pages, posts, everything — and replace any string with another string. So, have it replace your original site’s URL (only the beginning, before the /wp-content part starts) with your new one. This should cover your bases pretty well.

Move over relevant Plugins

Now turn your gaze to your wp-content/plugins folder. One of the reasons I like testing before pushing a WordPress site live is that I often go through a couple of Plugin options when solving simple problems. Odds are that I’ll have a number of Plugin choices that I didn’t use lying around, cluttering things up. So when I push everything to its live location, I’ll only take the Plugins I’m actually using. I suggest you do the same thing.

Match relevant settings

You’ll want to make sure that your settings are the same between your two installs as well. The easiest way to do this is just to open up two tabs and run through all of the screens within your Settings tab of the Dashboard and make sure everything is the same. Depending on the number of Plugins you normally run, this may be a fairly large endeavor.

A couple of things I always watch out for:

  • Be sure that the home page and blog page are set correctly on the Settings > Reading page.
  • Check that your comment settings (in Settings > Discussion) are set the same, specifically the number of threaded comments you’re allowing.
  • Set your permalinks (Settings > Permalinks) to be what you had them before. Otherwise, any linking you did within your site will likely be screwed up, even using the Search and Replace Plugin.

Note: If you do happen to change your Permalinks structure, use a Plugin like Redirection to send URLs to their new locations.

What do you do when moving your sites?

Every site move brings its own problems and frustrations. Odds are you’ve discovered your own methods for making this a painless process, and that you’ve come across some ideas that I haven’t. Speak up in the comments.

Getting paid is the single most important thing that happens for a freelancer. If you didn’t want to be paid, you wouldn’t be a freelancer! To manage their finances, many freelancers use subscription-based web apps like Freshbooks or Harvest. This may be changing fairly soon, though. WordPress already offers a few invoicing solutions, the most notable of which is WP-Invoice.

Even with these options, however, WordPress lacks a killer invoicing app… for now.

Invoicing with WordPress

Introducing InvoicePro

InvoicePro, slated for a Fall 2009 release, is an open source theme for WordPress currently being developed by John Kolbert. The best part about InvoicePro, in my opinion, is that almost everything will be done on the frontend without having to use the WordPress admin. This was my problem with many of the other options I’ve reviewed in this series and I’m glad to see one project really making an easy-to-use interface a priority.

invoicepro

What will InvoicePro do?

InvoicePro will be able to take care of the things you are using Freshbooks or Harvest for. John Kolbert has published a list of planned features for InvoicePro. For a freelancer, these features include:

  • Track client contact info
  • Create estimates
  • Receive notification of client approval of estimates
  • Send invoices
  • Allow client viewing of invoices/estimates through encrypted link or force registration
  • Send and receive comments to/from clients directly on the estimate page
  • Collect payments via PayPal
  • View historical data (and save to PDF)

and for your clients:

  • View estimates and invoices quickly by using an encrypted link
  • Returning clients can view work history (if registered)
  • Save invoices directly as PDFs
  • Approve estimates
  • Pay invoices directly via PayPal
  • Leave comments on projects

WPHire.com – The Premium, Hosted InvoicePro Solution

InvoicePro will be totally free and open source. That means anyone who knows how to setup a WordPress blog can download it and use it for themselves. However, John will also be releasing a hosted invoicing solution based on InvoicePro called WPHire which will be specifically marketed as an invoice solution for WordPress developers. It’s expected to cost $5 – $10 per month and will keep users from worrying about maintenance, setup or hosting.

Conclusion

Of everything I’ve covered, this project is by far the one I’m most excited about. The mockup looks very promising and John Kolbert is very capable. As a slave to Freshbooks I can’t wait to try it out for myself.

If you’d like to help with the project, John is taking donations here (scroll to the bottom). You can also get updates about WPHire by signing up for the newsletter at WPHire.com.

When I started freelancing almost two years ago I knew absolutely nothing about WordPress.  When the time came to put my design work online, I had no clue where it should go. For a while I organized files in an Elance portfolio, but that was a complicated and ugly mess, especially back then. After that I moved on to CarbonMade.com. It has a great design and slick interface, but it’s limited and it’s not free (as in beer or speech). CarbonMade always felt “good enough” but was never what I really wanted.

Thank God I learned a little more about WordPress!

While WordPress’ project management capabilities are still developing and its contact management is adequate, creating and managing a portfolio is where WordPress really shines! There are almost too many portfolio themes to count and new ones are being developed all the time. Here are a few of the best portfolio themes for WordPress.

Freelancing, Building your portfolio

Paid Portfolio Themes

proudfolio

Proudfolio | Demo


photographicPhoto Graphic | Demo


blackcanvasBlack Canvas | Demo


mavenportfolioMaven Portfolio | Demo


Free Portfolio Themes

snapshotSnapshot | Demo


sharpfolioSharpfolio | Demo


portfoliowordpressthemePortfolio WordPress Theme | Demo


linquistLinquist | Demo


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