Pantheon/WordPress Setup Tutorial

The Appetizer to CMS Week

PART 1

Pantheon Account

Your Hosting Provider for the Course

  1. In order to create a web site on the Internet, you first need to find someone/something to host it for you.

    The hosting provider we're going to be using for this first week of CMS is called Pantheon.

    Visit the following link and click the big yellow "Start Free" button on that page:

    https://pantheon.io/

    Click the Start Free button on the Pantheon Home page
    Click the Start Free button on the Pantheon Home page
  2. On the next page, we'll be filling out some information to create your Pantheon account.

    You have two different options for how to sign up:

    • Method #1 - Filling out the data fields manually
      • If choosing this approach, just use your personal email address for the Email field
    • Method #2 - Using your Google account to auto-populate the data.

    Choose whichever method you're most comfortable with.

    Fill out the required data fields to create your account, or use Google to sign up
    Fill out the required data fields to create your account, or use Google to sign up
  3. Once you've successfully created your account, you'll be asked to log in using the credentials you just entered.

    Log in page for your newly created Pantheon account
    Log in page for your newly created Pantheon account
  4. After logging in, you'll be brought to your Pantheon Home page, which should resemble the screenshot to the right.

    Your Pantheon Home page
    Your Pantheon Home page

Congrats! You've successfully created your Pantheon account! Now we can begin creating your first site on Pantheon.

PART 2

Creating a Pantheon Site

Where your WordPress will be built

  1. Now that you have your Pantheon account setup, we can create a Pantheon site.

    Creating a Pantheon site is kind of like securing the land to build a house; once we create our Pantheon site, we can begin building (installing) our house (WordPress).

    Clicking the Create New Site button on your Pantheon Home page
    Clicking the Create New Site button on your Pantheon Home page

    Alternatively, you can also create a new Pantheon site by clicking the "Sites" tab in the navigation on the left.

    There, you will find a similar yellow button that says "Create a Free Site".

    This will take you into the same workflow as the yellow button on the Home Page.

    Alternate way of creating a new site via the Sites page
    Alternate way of creating a new site via the Sites page
  2. Once you're on the 'Create a Site' page, under the section that asks 'What Kind of Site?', click the WordPress option.

    Selecting the WordPress option on the 'Create a Site' page
    Selecting the WordPress option on the 'Create a Site' page
  3. On the next page, you'll be asked to name your Pantheon site.

    Once you create your site, you cannot change the name! If you want to change your site name, your only option is to delete your site and go through this flow again.

    Follow the instructions provided in your assignment and name the site as required.

    For our course, this will follow the format of
    firstname-lastname-[sitetype]

    Leave the Site Region as "United States".

    Then click the yellow "Continue" button.

    The 'Create Your Pantheon Site' form
    The 'Create Your Pantheon Site' form
  4. Now you'll have to wait a bit for Pantheon to build your site.

    It should only take around 5 minutes.

    (Don't trust the progress bar; it will fill up and then go back down again several times as Pantheon builds your site.)

    Waiting for Pantheon to build your site
    Waiting for Pantheon to build your site
  5. Eventually, the bar will fill up completely and turn green when the process is complete.

    Click the yellow "Visit your Pantheon Site Dashboard" button.

    Pantheon finished creating your site
    Pantheon finished creating your site
  6. You should now be on your successfully created Pantheon Site Dashboard.

    This is going to get confusing later if you don't pay attention, because we're also going to have a WordPress Dashboard.

    The Pantheon Site Dashboard is how you manage and monitor the hosting status of your site. It is also how you access your WordPress site.

    ...however, there's really only two buttons you need to worry about in this course (found right beneath the 'Dev' tab, which is right beneath your site name):

    • Visit Development Site
    • Site Admin

    The Dashboard of your Pantheon Site
    The Dashboard of your Pantheon Site

Congrats! You have now created a Pantheon site and are ready to install WordPress on that site!

PART 3

Installing WordPress

Your CMS on your Pantheon site

  1. If you haven't already, navigate to your Pantheon Site Dashboard.

    This can be found by clicking on the Sites tab in the far left navigation bar, and then clicking on the site name you want to access the dashboard for.

    Once on the Pantheon Site Dashboard for the site you want to work with, click on the "Site Admin" button underneath the Dev tab, underneath the name of your site.

    Clicking on the Site Admin button
    Clicking on the Site Admin button
  2. You should be taken to the WordPress Install Flow.

    You may instead be brought to a 404 page, with a little cartoon Zeus character. If this happens, just wait a minute or two and refresh the page.

    This just means you were a little too quick, and there was a little more setup that needed to be done behind the scenes before you can start installing WordPress.

    Leave the language as "English (United States)", and click the blue "Continue" button.

    WordPress Install Flow - Language Selection
    WordPress Install Flow - Language Selection
  3. Next, you'll be brought to a form to fill out some information for the WordPress. Most of it is unimportant and can be changed later... EXCEPT FOR THE USERNAME AND PASSWORD.

    If you forget your username and password, the usual "Reset my password" link will NOT work with Pantheon's version of WordPress.

    There is a way to reset it, but it involves diving deep into the database and modifying the data inside, which is a complex and somewhat risky process.

    So do yourself a favor and WRITE DOWN YOUR USERNAME AND PASSWORD!

    We also recommend using the same username and password when you set up a second WordPress site.

    Aside from the Username and Password, fill out the Site Title based on the instructions in your assignment.

    Your Email is not actually used for anything, so it doesn't matter what you put there.

    Leave the Search Engine Visibility checkbox unchecked.

    Finally, click the "Install Wordpress" button when you're done.

    WordPress Install Flow - Site Data
    WordPress Install Flow - Site Data
  4. Next, you should be brought to a "Success!" page, which basically just confirms your chosen Username.

    Click the "Log In" to log into WordPress with the credentials you just specified.

    Logging into WordPress
    Logging into WordPress
  5. After logging in, you'll find yourself on your WordPress Dashboard.

    This dashboard is different from your Pantheon Site Dashboard. Don't get them confused!

    This is the Dashboard you'll be working in for most of the CMS portion of the course. From here, you can modify the site settings, add content, and change the site's appearance.

    The WordPress Dashboard may feel a bit overwhelming at first, but you'll get more comfortable with it over the course of the week.

    However, this is only the "backend" of your WordPress site, where things take place behind-the-scenes.

    Only you can access this dashboard; if you try to share links to this page, people won't be able to get in.

    To access the "frontend" of the WordPress site (the live version that other people can see), click on the little home icon at the top left of the Dashboard, next to the name of your site.

    Your WordPress Dashboard
    Your WordPress Dashboard
  6. After clicking the home icon, you'll be brought to the Home page of your WordPress site.

    This is actually your WordPress site, but at the moment, there's still a lot of placeholder content, such as "Mindblown: a blog about philosophy" in the screenshot to the right; this content is set using the default WordPress Theme, which changes every year.

    Don't worry, as you'll see soon, we can customize all of this! For now, just ignore the default Theme content.

    Notice how the home icon in the top left changed into a little speedometer icon instead. Clicking on this icon will bring you back to the Dashboard.

    That icon can be helpful in letting you know whether you can share a page with someone else.

    • If it's a speedometer icon (indicating you're NOT in the Dashboard), then you can share that URL with other people.
    • If it's a home icon (indicating you ARE on the Dashboard), then you can't share that URL with other people, since they won't be able to access it.

    The live version of your WordPress site
    The live version of your WordPress site

Congrats! You have now created a WordPress site! Go into the Dashboard and start customizing your site!

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