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Lesson 6 – Part 7 – Installing Genesis 2

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The next thing we’re going to do is install the Genesis theme and I have created a site for the purpose of demonstrating this lesson. You can find that here on the Lesson 6 slides. All of these slides are available via download as well as the lecture notes for this class and the Lesson 6 website.

Download the Genesis Starter Guide

There’s also a Genesis Starter Guide that I’d like to draw your attention to. You can download this from their site but I thought I would also place it here.

If you’re a beginner and you look at the Genesis Starter Guide, you’ll know why I have a business because the Genesis Starter Guide was really written by programmers for programmers even though they think they’re writing it for ordinary people.

Nevertheless, it does have some important and useful reference information that I would encourage you to download and take a look at.

Deactivate and Delete Jetpack

We have here a fresh installation of WordPress that has essentially no content in it. The very first thing I want to do here is demonstrate something that I do all the time but I don’t believe I’ve ever actually demonstrated and that is to delete Jetpack.

If you’ve installed WordPress recently, you’ll find that Jetpack comes pre installed and pre activated. I think it’s the one egregious thing that WordPress does so we’re going to deactivate and delete it and we never have to mess with its intrusion again so step 1 of installing Genesis is deleting Jetpack.

How to Download Genesis

The next thing to do is download the Genesis theme. If you’ve purchased Genesis, you have gotten an email like this from them which has a download link that will take you to e-junkie where you can download your files.

Once you’re over here at e-junkie, you’ll have this list of all the things that you have purchased. I’ve purchased the Pro Plus All-Theme so everything that StudioPress has and Genesis, I have here. You can just click on this to download it.

I’m not going to click on it to download it because I can only do it five times and I already have it downloaded on my computer so I don’t actually need to download it here but this is what you would do, you come over here and click on these links the first time to download them.

Set up Forum Access to Genesis

You’re here at this e-junkie page to make sure that you follow these directions so that you can set up your forum access because in order for you to really take advantage of the support that the Genesis theme offers, you need to be able to access this forum and the only way you’re going to access the forum is if you follow this direction.

Once you’ve downloaded this, I encourage you to follow up and register with the StudioPress Support Forum and you can have the same access to the forum as everybody else. So we’ve downloaded it and what we want to do is take that and put it inside of our local file structure.

If you’ve been following the lessons, that is if you’ve looked at Lessons 1 through 5, you’ll see I teach a system for setting up a local file structure that mirrors your installation of WordPress and one of the things that I recommend that you have in that is a section called Downloads.

Here under My Documents, I have my folder “My Business Websites”. Under “My Business Websites”, I have the folder “Downloads”. I put the Child Theme and Genesis in that place so I can get at it whenever I want rather than just letting it randomly bounce around your computer, we’ve put it in the right spot once you’ve downloaded it.

Install Genesis on the Site

The next thing to do is to install it on the site. Here we are at sbywh6.byobgenesis.com under the themes section and what we’re going to do is install the theme, we’re going to upload it, choose the file and we’ll choose the file from our location. In my case, that was “Documents”, “My Business Websites”, “Downloads”, we’ll install Genesis and Activate. It’s really that simple, right?

We now have Genesis installed, it’s as simple as installing any other theme and we’re going to take a look at the result now. This is what the website looks like with Genesis; just right out of the box, no configuration, no menus, no nothing, it looks just like this. You can see why this is very much a blank canvass on which to build or add a Child Theme.

Theme settings

We’re going to take a look at the Theme Settings here for a few minutes. Once we’ve installed it, what we’ve got is this Administrative Menu called Genesis and the first setting is theme settings. There are a bunch of theme settings here but we’re not going to talk about all of them this evening, we are only going to talk about a few key ones.

Enable Automatic Updates

One of them and maybe the most important one is this “Enable Automatic Updates”. You can also choose to include an email address here and with this notification, if you don’t watch your websites very often, you could say “Notify”.

As soon as an update became available, your specific website would send you an email saying that an update for Genesis is available then you just use the Automatic Upgrade process to do that and I think we’ll get a chance to do that in our final lesson here.

Setting Up the Default Layout

Then you have this section of setting up your default layout. This is essentially a right hand sidebar or left hand sidebar, two right hand sidebars, two left hand sidebars, a split and a no-sidebar. You can choose what your default layout is as you’ll see in a later lesson, you can actually choose this for each individual post or page as well. Even though you set this as a default, every page gives you the chance to choose a different setting each time so you can choose to mix it up on various pages.

Header Settings

The next thing is this header settings. The header setting gives you a chance to either use the dynamic text which is what this is, the name and tagline or you can go in there and put an image logo in there instead. You’ll see this is going to change in a minute.

Set Up Navigation Menus

There’s the section for setting up navigation menus whether or not you’re going to use just a primary navigation menu or second area navigation menu. There you’ll have fancy drop downs, we’re going to talk about all that when we get to setting up the menu.

Nevertheless, you have that set of settings and same is true with Breadcrumbs, you can enable Breadcrumb trail and we’ll take a look at that later. In fact, we’re going to examine the rest of this in detail as we set the site up. These are the kind of theme settings that are available to you right off the bat so go ahead and save settings.

Genesis SEO Settings

The next thing is the set of SEO settings and this is what I was referring to when I was talking about modern theme elements. Genesis has this set of SEO settings. If you’re a Thesis user, these things will look familiar to you and you do have all of the same options that you have come to expect in Thesis.

You can set a title, you can set the Home page, Home page meta and a few of the link attributes and you can do some robots meta settings. There are a couple of nice things about the way Genesis does this.

Default Settings

One of the nice things is it sets the default settings for you. It says, most people are going to want to do this and checks all those things. If you didn’t really do very much to your SEO settings, you’d still have a pretty good set up based on the pre-set settings but you have complete control over it if you wish.

Genesis SEO and SEO Plugins

The other nice thing about the Genesis SEO settings is that they do play nicely with other SEO plugins. If you want to use the Yoast SEO Plugin, Genesis would just turn off its settings and won’t use them and will let you use the Yoast SEO instead of using Genesis settings.

If you’re already using All-in-One SEO then these SEO settings are turned off for you while you have a plugin that takes over this responsibility.

Since we’re starting this thing from scratch, we’re going to use the Genesis SEO settings because I think it’s useful to have it all in the theme rather than having a plugin to do it. Nevertheless, that is a nice thing about Genesis, it does play nicely with other SEO plugins and will deactivate its own SEO settings in favor of a plugin that you’re using.

Import/Export Settings

Thirdly, you look at the Import/Export settings. You can essentially export all of your theme and SEO settings into a special file that’ll be downloaded to your computer. If you ever need to reset those settings, all you have to do is upload and it will restore all those settings for you.

ReadMe Settings

Finally, we have this ReadMe. This is essentially their Help File and if you don’t really know where to go with setting something up, it can be useful for you to come over here to ReadMe and take a look at it.

It’s not so useful actually in the bare Genesis version but since we’re adding Agency in, you’ll see it changes and there’s more information that may give you a clue as to what to do next. These are the typical Genesis settings once you’ve installed it.

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