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- Herausgeber: John Wiley & Sons
- Kategorie: Wissenschaft und neue Technologien
- Serie: Bible
- Sprache: Englisch
Your complete guide to the Joomla! content management system Whether you use Joomla! to power a website, intranet, or blog, you'll need a good how-to reference on this complex, but not always intuitive, content management software. Joomla! Bible, Second Edition is that book. It not only brings you up to speed on the changes and extensions that are now part of Joomla! 3.0, it thoroughly covers functions and tasks, including installation, configuration, management, advanced modules, and extended coverage of two key extensions. You'll learn how to obtain code and deploy it to a server; how to obtain, modify, and delete content; how to choose between the Joomla! Platform and the Joomla! CMS; and more. By the time you finish the Joomla! Bible, Second Edition, you'll be well prepared to build and maintain a Joomla!-based website. * Walks you through obtaining the Joomla! 3.0 code and how to deploy it to a server, configure the site, create content, and manage content and user hierarchies * Helps you get the most out of core modules that provide advanced functionality, including the Polls Module, the Banner Manager, Content Syndication, Newsfeed Aggregation, and others * Includes hands-on tutorials and real-world practical applications Whether you're a content manager, website manager, developer, or do-it-yourselfer, make sure you keep Joomla! Bible, Second Edition on hand.
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Joomla!® Bible, Second Edition
Table of Contents
Part I: Getting Started with Joomla!
Chapter 1: Introducing the Joomla! Content Management System
Discovering Open Source Content Management
Deciding to use a CMS
Deciding to use open source
Determining whether open source is right for you
Discovering Joomla!
Deciding to use Joomla!
Complying with the Joomla! open source license
Understanding the Joomla! Architecture
Working with the Joomla! CMS
Working with the Joomla! Platform
Appreciating the underlying technologies
Making sense of the Joomla! release schedules
Engaging with the Joomla! Community
Understanding the structure of the community
Becoming a part of the community
Summary
Chapter 2: Obtaining and Installing Joomla!
Getting the Installation Files
Exploring the JoomlaCode site
Determining which files you need
Meeting the Technical Requirements
Understanding the server requirements
Providing access for site visitors and administrators
Installing Joomla!
Creating a local development site
Installing on a web-hosting service
Running the Joomla! installer
Summary
Chapter 3: Taking a First Look at Joomla!
Exploring the Front End
Understanding the content organizational structure
Understanding the menu structures
Exposing the role of modules
Exploring the Back End
Understanding the various admin interfaces
Touring the main admin navigation menu
Summary
Chapter 4: Getting the Most from Site Configuration
Exploring the Global Configuration Manager
Navigating the Global Configuration Manager
Configuring components
Using the Global Configuration Manager Workspaces
Working with the Site tab
Configuring the System tab options
Modifying the Server tab options
Summary
Part II: Working with Content and Users
Chapter 5: Managing Content
Creating Articles
Introducing the Article Manager
Exploring the Add New Article workspace
Controlling introductory text
Creating multipage articles
Managing Existing Articles
Publishing and unpublishing articles
Featuring articles
Modifying articles
Copying and moving articles
Archiving articles
Deleting articles
Understanding Content Hierarchies in Joomla!
Using Categories to Create Content Hierarchies
Introducing the Category Manager
Adding a new category to your site
Copying and moving categories
Editing categories
Archiving and unarchiving categories
Deleting categories
Creating common content structures
Working with the Global Article Manager
Configuring default article formatting
Modifying the layout of the article editing page
Configuring category options
Tailoring the blog and list layouts
Managing integration and permissions
Summary
Chapter 6: Working with Editors and Media
Working with the Editor Options in Joomla!
Using the TinyMCE editor
Creating content without a WYSIWYG editor
Introducing the Joomla! Media Manager
Working with Media Files
Uploading files
Organizing files
Viewing file information
Displaying media on your site
Summary
Chapter 7: Employing Advanced Content Management Techniques
Using Content Display Modules
Creating custom content in modules
Displaying the most recent content
Displaying the most popular content
Giving visitors access to related content
Displaying random images
Placing modules inside articles
Bringing External Content into Your Site
Using iframe wrappers
Displaying syndicated content
Managing Content from the Front End
Understanding the advantages and the limitations
Enabling user-created content
Summary
Chapter 8: Working with the Menu System
Introducing the Menu Manager
Creating and Managing Menus
Adding a new menu to your site
Editing and deleting menus
Working with the Menu Item Manager
Creating and Managing Menu Items
Adding new menu items to a menu
Understanding the various menu item types
Creating multi-tier menus
Editing and deleting menu items
Controlling Access to Menus and Menu Items
Summary
Chapter 9: Managing the Home Page of Your Site
Creating the Home Page of Your Site
Working with the default content layout options
Using a distinct template for the home page
Publishing Articles on the Home Page
Displaying featured articles
Building a page without featured articles
Publishing Component Output on the Home Page
Publishing Modules on the Home Page
Summary
Chapter 10: Managing Your Site's Users
Introducing the User Manager
Understanding the Default User Hierarchy
Classifying front-end users
Classifying back-end users
Adding Users to the System
Creating a new user
Working with the New User workspace
Managing Existing Users
Editing user accounts
Deleting users
Blocking users
Adding and Editing User Groups
Enabling Front-End User Registration
Configuring user registration
Using the Login module
Creating a login page
Redirecting users after login or logout
Creating a user registration page
Enabling the Username Reminder function
Enabling the Password Reset function
Working with the User Profile Page
Controlling Access to Content and Functionalities
Deciding what users can see
Controlling what users can do
Summary
Chapter 11: Creating a Multilingual Website
Introducing the Language Manager
Installing New Language Packs
Modifying a Language Pack
Enabling Multilingual Content
Configuring the site to support a fully multilingual presentation
Creating the content structures to support multiple languages
Enabling the supporting plug-ins
Summary
Part III: Working with Components, Modules, and Plug-Ins
Chapter 12: Using the Banner Manager
Introducing the Banner Manager
Configuring the Banner Component
Managing Clients
Exploring the Banner Client Manager
Creating clients
Editing clients
Archiving clients
Deleting clients
Managing Categories
Exploring the Banner Categories Manager
Creating categories
Editing categories
Archiving categories
Deleting categories
Managing Banners
Creating banners
Editing banners
Archiving banners
Deleting banners
Tracking banner performance
Using the Banner Module
Creating a new Banner module
Enabling context-sensitive banner display
Summary
Chapter 13: Working with the Contacts Component
Introducing the Contact Manager
Configuring the Contacts Component
Managing Contacts
Adding a new contact
Editing contacts
Archiving contacts
Deleting contacts
Managing Categories
Creating a new category
Editing categories
Archiving categories
Deleting categories
Creating Contact Forms
Summary
Chapter 14: Using the Newsfeed Component
Introducing the Newsfeed Manager
Configuring the Newsfeed Component
Managing Your Newsfeeds
Adding a newsfeed
Editing a newsfeed
Archiving a newsfeed
Deleting a newsfeed
Managing Newsfeed Categories
Creating a new category
Editing categories
Archiving categories
Deleting categories
Summary
Chapter 15: Using the Site Search Components
Creating an Effective Site Search
Working with Joomla! basic search
Enhancing site search with Smart Search
Providing visitors with the right search interface
Configuring the Site Search Components
Managing Indexed Content
Tracking Site Search Activity
Summary
Chapter 16: Using the Weblinks Component
Introducing the Weblinks Manager
Configuring the Weblinks Component
Managing Weblinks
Adding a new link
Editing a weblink
Archiving a weblink
Deleting a weblink
Managing Weblinks Categories
Creating a new category
Editing categories
Archiving categories
Deleting categories
Summary
Chapter 17: Working with the Site Modules
Introducing the Site Module Manager
Creating new modules
Creating duplicate modules
Editing modules
Deleting modules
Reviewing the Site Modules
Publishing your archives with the Archived Articles module
Drawing attention with the Articles - Newsflash module
Connecting related content with the Articles - Related Articles module
Displaying your categories with the Articles Categories module
Publishing the Articles Category module
Managing advertising with the Banner module
Enhancing navigation with the Breadcrumbs module
Creating content with the Custom HTML module
Adding external content with the Feed Display module
Adding the Footer module
Language Switcher module
Highlighting the most recent content with the Latest News module
Publishing the Latest Users module
Displaying the Login module
Creating navigation with the Menu module
Featuring popular content with the Most Read Content module
Displaying images with the Random Image module
Providing site search with the Search module
Enhancing searches with the Smart Search module
Showing site information with the Statistics module
Adding RSS with the Syndicate Feeds module
Publishing links via the Weblinks module
Showing activity with the Who's Online module
Displaying external content with the Wrapper module
Summary
Chapter 18: Working with the Administrator Modules
Introducing the Administrator Modules Manager
Creating new modules
Creating duplicate modules
Editing modules
Deleting modules
Reviewing the Administrator Modules
Publishing the Admin Sub-menu module
Configuring the Administrator Menu module
Creating custom output with the Custom HTML module
Displaying external content with the Feed Display module
Publishing the Joomla! Version Information module
Displaying the latest articles with the Latest News module
Logged-in Users module
Using the Login Form module
Multilanguage Status utility module
Displaying popular content with the Popular Articles module
Using the administrator's Quick Icons module
Viewing site stats with the Statistics module
Using the Title module
Enabling the Toolbar module
Configuring the User Status module
Summary
Chapter 19: Working with Plug-Ins
Introducing the Plug-in Manager
Modifying plug-ins
Reviewing the Default Plug-ins
Using Authentication plug-ins
Captcha plug-ins
Content plug-ins
Editors plug-ins
Editors XTD plug-ins
Extension plug-ins
Finder plug-ins
Quickicon plug-ins
Search plug-ins
System plug-ins
Enabling User plug-ins
Summary
Part IV: Customizing and Extending the System
Chapter 20: Customizing the Appearance of Joomla!
Exploring the Default Templates
Reviewing the site templates
Reviewing the administrator templates
Understanding How Templates Work
Locating the template directories
Reviewing the key files
Using the Joomla! Template Manager
Viewing templates and styles
Setting the default style
Assigning styles
Customizing Template Styles
Working with Templates
Modifying an existing template
Creating a New Template
Overriding Module and Component Output
Customizing view templates
Creating Module Chrome
Summary
Chapter 21: Customizing Joomla! Functionality
Understanding the Basic Principles
Finding the Right Tools
Assembling your tool kit
Adding extensions that aid customization
Customizing Components
Introducing Component Architecture
Understanding the anatomy of a typical component
Creating a new component
Customizing Modules
Understanding the elements of a typical module
Creating a new module
Working with Plug-ins
Understanding plug-in architecture
Creating a new plug-in
Packaging a plug-in
Summary
Chapter 22: Extending Your Site
Finding Extensions
Working with the Extension Manager
Introducing the Extension Installer
Uninstalling extensions
Finding the Right Extension for the Job
Improving content management
Improving site administration
Enhancing search functionality
Enhancing menus and navigation
Building complex forms
Adding a gallery
Adding a forum
Enhancing SEO
Adding Web 2.0 functionality
Improving Ad Management
Summary
Part V: Overseeing Website Maintenance and Management
Chapter 23: Keeping Your Site Secure and Up to Date
Implementing Security Best Practices
Securing the Joomla! core
Securing third-party extensions
Keeping Up With Security Notices
Managing Site Maintenance
Taking a site offline
Backing up your site
Restoring from a backup
Regaining access to your administration system
Upgrading the core with Joomla! Update
Updating your site extensions
Summary
Chapter 24: Managing Performance and Accessibility
Employing Effective Cache Management
Setting the site cache
Enabling page caching
Caching module output
Clearing the cache
Purging the expired cache
Improving Content Performance
Avoiding large files
Saving images in the right format
Optimizing images
Keeping your code clean
Avoiding tables
Using image rotators
Using wrappers
Limiting use of animation
Restricting use of Flash
Limiting streaming
Tuning Joomla! Performance
Enabling server-side compression
Disabling unnecessary features
Minifying your CSS and JavaScript
Implementing Google Analytics
Optimizing your template
Being selective about extensions
Skipping live stat reporting
Disabling SEF URLs
Optimizing your database
Maintaining Accessibility
Accessing the accessibility of Joomla!
Improving template accessibility
Creating accessible content
Summary
Chapter 25: Making a Site Search–Engine Friendly
Creating Search Engine–Friendly URLs
Creating Custom Error Pages
Working with Metadata and Page Titles
Setting the metadata
Setting the page titles
Summary
Part VI: Appendixes
Appendix A: Choosing a Sample Data Set
Appendix B: Locating Key Files
Appendix C: Installing XAMPP
Appendix D: Installing MAMP
Appendix E: Implementing e-Commerce with VirtueMart
Joomla!® Bible, Second Edition
Published byJohn Wiley & Sons, Inc.10475 Crosspoint BoulevardIndianapolis, IN 46256www.wiley.com
Copyright © 2013 by John Wiley & Sons, Inc., Indianapolis, Indiana
Published by John Wiley & Sons, Inc., Indianapolis, Indiana
Published simultaneously in Canada
ISBN: 978-1-118-47491-4
Manufactured in the United States of America
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About the Author
Ric Shreves is a partner at water & stone (www.waterandstone.com), a web development agency focused on open source content management systems, or CMS. He has been building websites professionally since 1999 and writing about technology for almost as long. He has published several books on open source content management systems, including titles on Mambo, Joomla!, and Drupal. This is his fifth title with Wiley, having previously released Visual Blueprint titles on Mambo and Ubuntu Linux, as well as Drupal 7 Bible and the first edition of Joomla! Bible.
Ric is an American who has lived in Asia since 1995. He currently resides in Bali, Indonesia. You can learn more about Ric and his most recent work by visiting his website at http://ricshreves.net/.
Acknowledgments
I would like to thank Wiley for asking me to return as the author of the second edition of Joomla! Bible. We worked together to produce the first edition three years ago. In the intervening years, much has changed with both the web CMS landscape in general and with Joomla! in particular. Much of my excitement for this revision text stems from the fact that the newest version of Joomla! is a major step for the project — one that I hope receives the broad audience that it deserves. Having the chance to dig into Joomla! 3 in depth while researching and writing this title has been a brilliant learning experience and has left me with a very positive view of the newest version of Joomla! — something that I hope I have communicated adequately in the pages of this book.
This project ran on an incredible schedule, largely due to the measured guidance of my project editor Jade Williams. We had a very aggressive deadline to meet and without Jade's experience and ability to prioritize, I never would have made it. I also want to say thank you to Stephanie McComb, a Senior Acquisitions Editor at Wiley. She's the person responsible for pushing through both the Joomla! and Drupal Bible titles at Wiley, and has been a steady champion for these projects internally.
Introduction
Welcome to Joomla! Bible. As with all books in the Bible series, you can expect to find both hands-on tutorials and real-world applications, as well as references and background information that provide a context for what you are learning. This book is a comprehensive resource on the Joomla! open source content management system. After you have read Joomla! Bible, you will be well prepared to build and maintain a Joomla!-based website.
Joomla! is in the forefront of one of the most dynamic trends in open source software: the rise of open source content management systems. Historically, a web CMS was a very expensive investment. Open source has changed all that. There are now a number of options that allow website developers and website owners to tap into the power of CMS-based websites.
Of all the web CMS options that exist in the market today, perhaps none is more popular than Joomla! — certainly none is growing more quickly. The Joomla! system powers millions of websites and is one of the dominant forces shaping the way people interact with information online. It has empowered developers and website owners around the world to build the websites that allow them to express themselves, to sell their products, to publicize their news, and to build communities. With the arrival of Joomla! 3, the system moves into new ground with expanded functionality and support for mobile devices.
If you are a designer looking to build functional websites for your clients, Joomla! is an excellent tool. If you are a developer looking for a framework upon which to develop custom functionality, Joomla! can meet your needs. And if you are simply a website owner wanting to take control of your website, then you need look no further than Joomla!. Whatever your goals, welcome to Joomla! Bible.
In keeping with the comprehensive theme of the Bible series, this book seeks to provide a range of information suitable to a wide variety of potential readers. While I have strived to present information that is relevant to the largest possible group of users, certain sections of this book are logically more relevant to certain categories of users.
If you are looking to take your first steps with an open source content management system, the book progresses logically from the first section of introductory materials through the final sections on customization and website maintenance.
If you are already familiar with Joomla!, the opening sections will probably add little to your understanding of the system, but the sections that follow will help you unlock its full potential. Joomla! is a complex system, and the middle sections of this book explore in depth how to get the most out of it.
If you are a designer or developer, the middle and final sections will be your focus, as they take you through creating and configuring a Joomla! website and cover the basics of customizing the appearance and functionality of the system.
Finally, if you are a website owner or administrator, this book should serve as a reference, providing you with an easy-to-use guide to the ongoing ownership of a Joomla! website.
Is This Book for You?
This second edition of Joomla! Bible has been extensively updated to focus on coverage of the Joomla! 3 series of releases. With the arrival of Joomla! 3, the system has seen a complete change in the administration interface, new functionality, and numerous changes in the work process.
This book provides new users with all the information they need to install and configure a Joomla! website. Thereafter, the book stands as a reference for the various content management and component functionalities, all of which are documented and explained in detail. New users will also find the sections on maintaining and securing the system particularly helpful.
If you are familiar with Joomla! but ready to move up to the new Joomla! 3, this book provides all the information you need to get up to speed with the new interfaces quickly. If you are familiar with the first edition of this book, you will find the organizational schema to be very similar, but the contents have been almost completely refreshed and in many cases, expanded.
How This Book Is Organized
This book is divided into six parts, including an Appendix with useful resources.
Part I: Getting Started with Joomla!
Part I covers the basics of getting started with Joomla!. It assumes you do not know anything about the system. I introduce you to Joomla! and open source and content management systems and then walk through obtaining and installing Joomla!. The third chapter takes you on a guided tour of the front end and back end of the default Joomla! installation. The final chapter in this section covers getting the most out of Joomla's many configuration options.
Part II: Working with Content and Users
In Part II, you learn how to work with content and users, the heart of the Joomla! CMS. I cover creating, editing, and managing content items in great detail. I include a separate discussion on advanced content management techniques, including managing content from the front end of your Joomla! website. Chapter 8 is dedicated to Joomla's menu system, with a comprehensive review of all the menu item types included in the default installation. Chapter 9 looks at various techniques for creating an effective home page and managing the content on your home page. Managing users is the subject of Chapter 10, with an extended look at user groups, and how you can manage user permissions and privileges in Joomla! The final chapter in this sessions deals with creating a multilingual website and a look at all the language management tools in Joomla! 3.
Part III: Working with Components, Modules, and Plug-Ins
Part III focuses on the functionality that is included in the default system. I've included separate chapters for the default components in order to take an in-depth look at how to use and configure each component. The various Joomla! modules are also detailed in two chapters, one focused on the Site Modules, the other on the Administrator Modules. The modules chapters not only detail the purpose of each of the modules, but they also include examples of uses and complete coverage of the configuration options available for the modules. The final chapter covers the default Joomla! Plug-ins and the options they give website owners.
Part IV: Customizing and Extending the System
Part IV moves into how to customize the appearance and functionality of the system. The first chapter in this section takes an in-depth look at Joomla! templates. I explain how the templates work, how to customize their appearance, and even how to create your own templates from scratch. There is also discussion of template frameworks and examples of using Twitter Bootstrap in Joomla! 3. The next chapter looks at the core components, modules, and plug-ins, with an eye towards explaining the underlying MVC architecture, and how the elements work. Customization of the components and modules is also covered. The final chapter in this section looks at extending your Joomla! website. In that chapter, I also look at a set of extensions you can add to Joomla! 3 to address common website issues.
Part V: Overseeing Website Maintenance and Management
Part V covers the ongoing maintenance of a Joomla! website. This final section of the book is focused more on website ownership issues and will be of more interest to webmasters and website owners. The first chapter in the section looks at implementing a security regimine and at the related topic of patch management. The second chapter looks at how you can enhance the performance of your website and how to improve accessibility of your content. The final chapter in this section looks at techniques for enhancing the search engine friendliness of your Joomla! website.
Part VI: Appendixes
Part VI contains the Appendixes, which provide supplemental information, including a look at all the sample data installation options, and a guide to finding all the key files in your Joomla! installation. I also cover how to install the XAMPP and MAMP server packages on your computer, thereby allowing you to create a local development installation. In the final appendix, I look at using the VirtueMart extension to add e-commerce functionality to your website.
How to Use This Book
To get the most out of this book, you need access to an installation of the Joomla! CMS. Typically, this requires a server running a combination of the Apache web server, the MySQL database, and PHP. Website management is handled through a browser with a connection to the server. Full technical requirements and recommendations for optimal versions are discussed in Chapter 2.
In Part IV, where the topics focus on working with the Joomla! code, you want to have access to your favorite code editor. In this part and elsewhere in the book, having access to an FTP client is also useful.
Note
This book focuses on version 3.x of the Joomla! CMS. These releases are significantly different from the previous series.
About the Icons
Many different organizational and typographical features appearing throughout this book are designed to help you get the most from the information.
Whenever I want to bring something important to your attention, the information appears in a Tip, Note, Caution, or Cross-Reference.
Caution
The Caution icon means that you should pay special attention to the information or instructions so that you do not experience a problem.
Cross-Reference
The Cross-Reference arrow refers you to a related topic elsewhere in the book. Because you may not read this book straight through from cover to cover, you can use the cross-references to find the information you need quickly.
Note
A Note icon alerts you to some important point that requires special attention, or additional information that may be helpful.
Tip
A Tip shows you a way to accomplish a task more efficiently or quickly.
Where to Go from Here
It is my hope that you will take away from this book an increased awareness of the capabilities of the Joomla! system and a higher comfort level when working with websites based on Joomla!.
If you spend some time around open source software, you will quickly discover that the rate of change in these systems can be impressive (sometimes even a bit daunting). Joomla! is a community–driven, open source system. The community behind it is large, dynamic, and ever changing. New features are developed at a rapid pace, and new extensions, tips, tricks, and tools arise even more quickly.
If you want to get the most out of Joomla!, I strongly suggest you make an effort to keep up with the project. In Chapter 1, I list the official Joomla! project websites. You should bookmark those websites and visit them regularly. The Joomla! Forum is a great place to visit and learn what is new and of interest. Several of the official websites also provide RSS feeds and other easy ways to stay up to date with project developments.
If you want to send me feedback on this book, you can reach me directly by visiting my personal website, http://ricshreves.net/; there is a contact form on that website that is sent directly to me. You can also provide feedback by visiting the official John Wiley & Sons website (www.wiley.com).
Part I: Getting Started with Joomla!
In This Part
Chapter 1: Introducing the Joomla! Content Management System
Chapter 2: Obtaining and Installing Joomla!
Chapter 3: Taking a First Look at Joomla!
Chapter 4: Getting the Most from Site Configuration
Part I covers the basics of getting started with Joomla!. It assumes you do not know anything about the system. I introduce you to Joomla! and open source and content management systems and then walk through obtaining and installing Joomla!. The third chapter takes you on a guided tour of the front end and back end of the default Joomla! installation. The final chapter in this section covers getting the most out of Joomla's many configuration options.
Chapter 1: Introducing the Joomla! Content Management System
IN THIS CHAPTER
Understanding open source content management
Discovering the Joomla! CMS and what it can do
Reviewing Joomla! functionality and basic architecture
Exploring the Joomla! community and how you can get involved
Joomla! is an award-winning content management system that brings powerful website creation and management tools to the masses. You don't have to be a programmer to use Joomla! because you don't need to work with the code to install, set up, or manage your site. To get started, all you need is access to a web-hosting service to install Joomla! and a web browser to create and manage your site. Moreover, the Joomla! content management system is open source, and therefore free of licensing fees and restrictions on use.
Joomla! is one of the most popular content management systems in use today, with millions of successful implementations. With the arrival of Joomla! 3, the system entered a new era, with greatly enhanced usability, extended compatibility, and an emphasis on the ability to create mobile-friendly, responsive websites. You can also use Joomla! as a framework for the development of powerful web applications, via the Joomla! Platform.
This introductory chapter explores the advantages of using both Joomla! and open source, and provides you with the big picture of how Joomla! works and how you can use it to build or manage your own website.
Discovering Open Source Content Management
A content management system,or CMS, is a software tool that you install on a server. The software enables you to publish pages on a website and to manage the website's features, content, and users through an easy-to-use browser-based interface. Historically, full-featured CMS products were expensive, and dominated by major brand names such as BroadVision, Vignette, and Microsoft. Over the last decade, however, the market shifted as robust open source products arrived on the scene, supplementing, and in some cases supplanting, their commercial brethren.
The appearance of viable open source content management solutions has had a significant impact on the market, essentially democratizing the content management space. Small businesses and individuals that could never before afford a proper CMS can now implement an open source solution and create a web presence that is competitive with much larger firms. As open source systems increased in stability and functionality, they started to find a place in larger firms. Today you can find open source CMS products at every level of business, both public and private.
Deciding to use a CMS
Content management systems make maintaining a website more practical and affordable. In the past, if you wanted to build a website, you created a set of static HTML pages — that is, you hard-coded each page with your text and images. The old approach suffered from numerous limitations, particularly in terms of scalability and ease of management; with hard-coded pages, you are forever working with the code on each page whenever you want to make a change. Modifying the contents of a page by manually changing the code is both time consuming and labor intensive. Owning a static site also locks you into hiring people with coding skills to perform content management tasks.
In contrast, if you use a CMS to power your website, anyone with basic skills can make changes to the site. You do not need a programmer to change the text or the images on a page. Most systems, including Joomla!, use a content management interface that is similar to what you see in common word processing programs, such as Microsoft Word.
With a CMS, you gain significant advantages, including
• Increased control over your website
• Improved time to market with content changes
• Lower cost per page
• Decreased total cost of ownership for your site
A CMS typically enables you to:
• Identify key users and their roles
• Assign roles and responsibilities
• Define workflow
• Schedule and publish content
• Limit access to content and functionality
• Administer the system
• Take the site offline to perform maintenance tasks
• Add components
Note
Numerous types of content management systems are available; some focus on particular specialties. Systems such as Joomla! are typically labeled web content management systems because they focus primarily on managing a website, its content, and users. Other systems focus on document management, catalog management, or digital asset management. If you are looking for a specialized system, such as a document management system, then you should research the alternatives available to find the best match for your needs.
Deciding to use open source
Open source is about freedom; not simply the ideal of freedom, but the commercial reality of freedom. Open source software does not carry licensing or subscription fees. Although the initial attraction of open source software may be the fact that it is free of charge, you are likely to find very quickly that the long-term advantage of open source lies in two other characteristics. First, the code is accessible. Unlike many commercial products that not only hide their code but also forbid you from modifying it, open source code is visible and you are free to modify the code of an open source product to suit your specific needs. Second, open source protects you from being tied to a specific vendor. If you adopt an open source solution, you can partner with the developer of your choice to assist you. If you deploy a system such as Joomla!, which is based on popular and common technologies, you need not dread having to change vendors in the future, as it is relatively easy to find people who are familiar with the system and have the skills needed to work on it. Taken together, the initial cost advantage plus the long-term benefits of having access to the code and your choice of vendors create a compelling argument in favor of open source.
While the positive attributes of open source make it a great choice for many organizations, no solution is completely without disadvantages, and those negative aspects need to be a part of your decision process as well. If your firm has existing software deployed on a proprietary system, a change to open source will (at least initially) bring added complexity and you will want to look closely at compatibility, the costs of change, and whether open source is the right fit for your business needs.
Support can also be an issue. Like most open source products, Joomla! does not provide a support package. If your firm demands a high level of support, you will need to find an open source vendor that offers an appropriate service level agreement. If you have internal resources, or are a do-it-yourselfer, Joomla! does provide a number of community-based support options that can be of assistance, including
• Online documentation
• Community forums
• Online tutorials
• Mailing lists
• RSS feeds
• Developer wiki
Do not lose sight of the fact that while the actual Joomla! software is free, there are costs to implementing and owning any website. Common costs include
• Design services
• Consulting services
• Custom development
• Deployment
• Support
• Hosting services
• Domain names
• Licenses for other related software, for example, certain extensions
• Maintenance
While all of these expenses may not be applicable to your project, you should consider them when calculating the total cost of ownership of an open source system. Even if you plan to manage and maintain the site yourself, don't forget that there is a cost associated with your time. It is a common mistake to underestimate the amount of time it can take to maintain a site. A CMS is a complex piece of software and it can be a target for hackers and others with bad intent. You cannot just build your site and forget it. Across the life of the site you will need to install patches and security releases. The more complicated your site is, the more time you will require for maintenance and patch management.
Determining whether open source is right for you
Although open source provides a welcome alternative to commercial software and it will work for the vast majority of people, it is not necessarily the right answer for everyone. Whether open source is right for you depends upon your situation and your tolerance for business risk. The advantages are as follows:
• Open source is cheaper to obtain. Studies also show that implementation costs can be significantly less than for closed source solutions.
• Open source can be vendor agnostic. You are not tied to a single vendor and cannot be held hostage by that vendor.
• Open source presents less risk. Studies consistently show that the open source development process produces better code and that many eyes make for more secure applications. Moreover, when problems are detected, open source produces patches at an extremely fast rate.
• Open source is easier to install. It's also typically easier to configure and customize, not requiring a legion of highly paid consultants.
• Open source promises more rapid innovation. A large community working on a product stimulates innovation.
If you are still not sure, start small. Roll out an open source solution in a limited role in your firm. Try it out. Six months from now, evaluate the results and decide whether open source is the right path for you. If you are like many others, you will find that it is not only a viable option, but also an attractive one!
Discovering Joomla!
Joomla! started life in 2005 as a fork of the already popular Mambo open source content management system. The Joomla! community came together around the new project very quickly and helped create prominence and excitement around the new brand. Over the years, the project has gone from success to success and has grown to become one of the largest and most active open source projects.
Note
The Joomla! name derives from a phonetic spelling of a Swahili word meaning “all together” or “as a whole.”
The features included with the core system are
• WYSIWYG content editor. Edit articles with the ease of use of a word processor.
• Content scheduling. Set start and stop dates for the publication of your content.
• Content archiving. Store old articles for ease of reference.
• User management. Create users and assign them to groups.
• Access control. Control the users' access to content and functionality.
• Media manager. Upload and organize your media files.
• Language manager. Add new language packs to enable multilingual interfaces for your site.
• Banner manager. Upload and run advertisements.
• Contact manager. Store contact details of your users and enable contact forms for them.
• Search. Search the site's content.
• Weblinks management. Create pages containing links to other websites.
• Content syndication. Syndicate your content items with RSS feeds.
• Newsfeed aggregation and display. Bring external RSS content into your site.
• Integrated help system. View help files from within your admin system.
• Multiple template management. Add new templates and assign them to the pages of your site.
• Cache management. Manage site performance by controlling the caching of information.
• Responsive design. Gain compatibility with a wide range of mobile devices and browser platforms.
• Multilingual site support. Offer your content in multiple languages with the built in Language Manager.
• Search engine–friendly URLs. Create search engine–friendly URLs to make your site more competitive on the search engines.
In addition to the core functionalities, Joomla! is extendable. With over 10,000 open source extensions available for little or no charge, you can customize the site to include the functionalities you need.
Deciding to use Joomla!
For most people, deciding to use Joomla! is a relatively easy step to take. Joomla! is comprehensible, affordable, and flexible enough to grow with you over time. Joomla! is, in short, an easy-to-use option for creating and managing a full-featured website.
Although Joomla! is an excellent solution for many needs, it is not suited to every conceivable use. There are areas where the system excels, and others that present challenges. If you want to be more analytical about Joomla!, then you should consider the pros and the cons.
Here are some of the best arguments for using Joomla!:
• Tens of millions of downloads. This is a healthy and growing project with a large fan base.
• Over 10,000 extensions available. The large number of extensions means you can tailor Joomla!'s functionality for your site.
• Uses the popular LAMP stack. It is easy to find hosting and help.
• Presentation layer is very easy to work with. You can customize the appearance of the site to match your brand. You aren't restricted to creating a “cookie cutter” website.
• Decent e-commerce options. If you want to sell products online, low and no cost extensions are available that add to Joomla! all the most common e-commerce functionalities as well as providing useable catalog management.
• Wide developer support. It is easy to find help for your Joomla! site. Developers, designers, and other third-party services are readily available.
• Decent documentation. The online documentation provided by Joomla! is some of the best in open source. You can also find commercial documentation in a variety of formats.
• Very active community. An active and dynamic community means that you can get support in the forums and you can be assured of the ongoing vitality of the project.
• Affordable development costs. Competition and a common platform make for a wide range of vendor choices and price points. Given the large number of people providing Joomla! services, you can probably even find someone in your area.
Who Uses Joomla!
Because Joomla! is so popular, you can find a large number of example sites live on the web. The system supports everything from small marketing sites to large e-commerce sites. Here's a roundup of some of the better-known companies and brands that use Joomla!.
Name
URL
Citibank
Intranet—notpubliclyaccessible
The Guggenheim Museum
http://guggenheim.org
Harvard University, The Graduate School of Arts and Sciences
http://gsas.harvard.edu/
IHOP Restaurants
www.ihop.com/
Oklahoma State University
http://osu.okstate.edu
Outdoor Photographer Magazine
www.outdoorphotographer.com
If you'd like to see more examples, visit the Joomla! Community Showcase, where you will find a browsable collection of Joomla! sites organized by category. Go to http://community.joomla.org/showcase/.
Here are some of the drawbacks you should consider before committing to Joomla!:
• No workflow. If your site needs to replicate your offline workflow, Joomla! may not be the answer for you. The system does not include a workflow engine.
• Possible difficulty maintaining customized sites. If you need to customize the code of your site, you have to be careful with upgrades in order to avoid losing your customizations. So, the more customization you need, the more work is involved in upgrades.
• SEO is mixed. Joomla! includes a search engine–friendly (SEF) URLs option, but the default system's configuration options are quite limited. There are, however, a number of third-party extensions you can add to the site to improve this.
• Extensions vary widely in quality. While a lot of extensions are available for the system, they are not of equal quality. Do your homework and check extensions carefully before committing to them.
• A number of extensions are commercial. The Joomla! core is free of charge, but a number of extensions for the system are commercial, often charging recurring “subscription” fees.
Tip
If you'd like to try it out before you download it, you can find a fully functional version of Joomla! at http://demo.joomla.org. The demo installation lets you view the front end as well as log into the back-end admin system and try out the system. Note, however, that you do have to register to use the demo.
Complying with the Joomla! open source license
The Joomla! system is released under the GNU General Public License, commonly known as the GNU GPL. Joomla! is governed by Version 2.0 of the license. The GNU General Public License grants all users of software released under the license four freedoms:
The freedom to run the program for any purpose.
The freedom to study how the program works and adapt it to your needs.
The freedom to redistribute copies so you can help your neighbor.
The freedom to improve the program and release your improvements to the public, so that the whole community benefits.
As a site owner, this means that the software is free of licensing fees and that you are able to use it for any purpose or any type of site. The only significant restriction is on your ability to resell the system; though it is permissible to sell products that include the code, you must release those products under licensing terms that are consistent with the GNU GPL v.2. This provision essentially takes away the motivation to turn the code into a commercial product because the terms of the license mean that the person who buys the code can distribute it to the public without paying you further for that privilege.
The user's freedom extends to the right to modify the code. You are not only free to use the system however you see fit, but you are also free to customize the code to suit your needs. Although your customizations are modifications of the GPL code, the license does not force you to disclose that modified code to others, unless you decide to release and redistribute the code. In other words, you cannot be forced to release code you have developed but do not want to release to the public.
The majority of the extensions available for the Joomla! system are also released under the GNU GPL. While some of the extensions are commercial, and a few are even encrypted, a growing impetus exists within the Joomla! community to make sure that extensions are fully GPL-compliant and that users can access and modify the code for the extensions.
Note
View the full text of the GNU GPL version 2 at www.gnu.org/licenses/old-licenses/gpl-2.0.html.
Understanding the Joomla! Architecture
At birth, Joomla! was focused solely on the development of a world-class content management system and, accordingly, the Joomla! CMS was the focus of the project. Behind the scenes, however, there was a lot more going on than was visible to most users; there was another layer that provided a lot of the power and functionality for the CMS product. In 2011, that second layer took on a life of its own with the release of the Joomla! Platform, a web applications development platform based on the routines and protocols that powered the Joomla! CMS. Today two products bear the Joomla! name: the well-known Joomla! CMS and the lesser-known Joomla! Platform. While the two products are closely related, they serve different purposes and are intended for different audiences.
Note
The Joomla! Platform is also sometimes referred to as JPlatform.
Working with the Joomla! CMS
The Joomla! CMS product is the focus of this book, and by far the more commonly deployed of the two Joomla! products. The CMS is what powers the many websites deployed on Joomla! worldwide. The content management functionalities most in demand by website owners and web developers are supplied by the CMS.
In broadest terms, the Joomla! CMS works like this: When a site visitor requests a page by clicking a link, Joomla! assembles that page by retrieving the contents from the database; it then uses the Joomla! template files for guidance in how to present that information on the page. The merged information (the content plus the presentation layer) is then sent to the user's browser where it is rendered for the visitor to see.
Unlike other systems that store rendered pages, almost all information in Joomla! is kept in the database and displayed on the visitor's screen on demand. The text, images, usernames, and passwords are all kept in the database. Use of caching can change this to a limited extent, but generally speaking, everything is dynamically generated. When you are editing content in Joomla!, you are editing information in the database. The Joomla! template files provide the formatting and layout that the site visitors see on their screens. A template is actually a collection of files typically containing a mix of CSS, PHP, HTML, XML, and image files. If you want to change the underlying layout of the site's page, then you need to edit the template files.
Note
With the arrival of Joomla! 3, the presentation layer relies heavily on the use of Twitter Bootstrap, an interface development framework that provides developers with a number of tools that make creating responsive, consistent interfaces easier. You can learn more about Bootstrap by visiting http://twitter.github.com/bootstrap/.
Working with the Joomla! Platform
In contrast to the Joomla! CMS, which is aimed at a broad audience of website owners, the Joomla! Platform is aimed squarely at developers. The Platform is an enabling tool, allowing developers to go to market with their own web applications more quickly than they would if they did not have the suite of helpful tools and protocols included in the Platform.
Using the Platform, developers can do almost anything, even build their own CMS! The Platform is, essentially, the contents of the /libraries directory in your Joomla! distribution. That directory contains a large number of classes and methods that you can access via the command line; there is no GUI interface for the Platform. Though the Platform is a part of the CMS product, it is a completely independent set of libraries that do not require the Joomla! CMS application.
Note
You can find the home of the Joomla! Platform at https://github.com/joomla/joomla-platform.
Appreciating the underlying technologies
An open source product like Joomla! is only possible due to the existence of a number of supporting technologies. The system relies on a mix of programming languages, databases, and web servers. The technologies at the heart of Joomla! are also open source — a classic example of a complex system enabled by the existence of a large number of smaller parts. Joomla! not only includes some supporting technologies in the actual files that are part of the installation, but also relies on the presence of compatible technologies in the hosting environment.
The key components at work here include
• Programming languages. Joomla! is primarily written in PHP, though you will find a number of file types inside the system, including CSS, HTML, JavaScript, Ajax, JSON, and XML.
• Databases. The database is key in the Joomla! architecture. The system relies on the database for a wide range of tasks, including the storage of all content and user data. Joomla! was originally built to use the MySQL database but now supports both Microsoft SQL and T4 PostgreSQL.
• Web servers. Web servers are responsible for processing the requests received from the users and then routing the proper information to those users. Joomla! is tailored for use with the Apache web server, but can also use nginx or Microsoft IIS.
Note
The programming languages, the database, and the web server are not actually part of Joomla!; rather, they reside in the hosting environment. Nonetheless, they are necessary and must be compatible with Joomla! for things to work properly.
For a full list of technical requirements for running Joomla!, see Chapter 2.
Making sense of the Joomla! release schedules
Joomla! follows a release schedule that some users find confusing. The schedule isn't that hard to grasp, however, if you understand a couple of key distinctions. The first thing to remember is that the Joomla! CMS and the Joomla! Platform are not on the same release schedule and that they do not share the same version numbering. Don't confuse the two.
• The Joomla! Platform releases every 3 months.
• The Joomla! CMS releases every 6 months.
Note
When I talk about releases, I am referring to scheduled releases; if there is a need to publish a patch (typically due to a security issue that needs to be urgently addressed), then an interim release occurs to address that issue.
The second thing you need to understand is specific to the CMS. The Joomla! CMS maintains two streams of releases: One stream is called the Long Term Support release (also known as the LTS release), and the second is the Standard Term Support release (also known as the STS release). Here are some key points to keep in mind:
• New Joomla! CMS releases will appear every 6 months.
• All LTS releases are numbered as x.5 (for example, Joomla! 2.5).
• LTS releases have a lifespan of approximately two years.
• STS releases have a lifespan of approximately one year.
The key concept to grasp here is that after the lifespan of any release passes, you cannot count on support via additional patches and updates. To put this into a meaningful framework for making decisions: If you want to adopt the version with the lowest risk and the longest lifespan, stick to LTS releases. If, on the other hand, you want the most cutting edge release, then grab the most current release, which is often an STS release.
Engaging with the Joomla! Community
Joomla! is an example of a community-driven open source project. Unlike corporate-sponsored projects, Joomla! is the work of a loosely affiliated group of individuals working together as a community. It is, in other words, a volunteer effort. The community supports not only the software, but also the users. As a future user of Joomla!, you should be aware of the resources that exist within the community and how you can tap into the wealth of knowledge that exists there. In this section, I look at the structure of the Joomla! community, the key resources available, and how you can get involved with the Joomla! project by participating in this rich and varied community.
Official Joomla! Sites
The Joomla! team maintains a number of official sites. Some sites are informational, others provide a way to distribute the code, and others help promote and market Joomla!
Name
URL
Joomla! (main site)
www.joomla.org/
JoomlaCode
www.joomlacode.org/
The Joomla! Developer Network
http://developer.joomla.org/
The Joomla! Extensions Directory
http://extensions.joomla.org/
Joomla! Official Documentation
http://docs.joomla.org/
The Joomla! Forum
http://forum.joomla.org/
Understanding the structure of the community
Support for Joomla! and the administration of the project is provided by a not-for-profit organization named Open Source Matters. The foundation holds the intellectual property rights to the brand name and related assets and provides legal shelter for the project. The foundation accepts donations of cash and services. The donations go to cover the basic overhead and operating costs, like the servers, the hosting infrastructure, and promotional expenses. People are not directly paid to work on Joomla!
Open Source systems like Joomla! are offered free of charge for users. Often, people ask how this is possible. How is it that they can afford to give something valuable away for free? That is a complex question and in the case of a community-driven Open Source project, the answer is not always obvious. Community members work for free largely out of a desire for recognition, status, and access to expertise. Some are even more idealistic and participate for the pleasure of being part of something bigger than themselves and to feel like they have given something back to a group that has helped them in some fashion.
The Joomla! Team is divided into two working groups: Production and Community. Each group has a set of leaders who together make up the Joomla! leadership team. These groups help direct development and provide structure for the community efforts.
Becoming a part of the community
Volunteers are the lifeblood of Joomla! If you are inclined to get involved with the project, do so. The easiest way to start is by registering on the Joomla! Forum site and then contributing by helping others in the forums. Many users come to the forums with very basic questions; others have more complex technical issues. The forums always need people who are willing to take the time to answer these questions and help others work their way through problems. The success of the forums hinges on shared knowledge; therefore, it's essential for those with experience to assist others.
After you have participated in the forums for a while, you will be more familiar with the team members and how things work in general. If you want to do more, you can then approach a team member or the leader of a working group and ask to become involved on a more official level.
Open source projects that are the size and scope of Joomla! need all sorts of people. Don't worry about whether you have sufficient technical skills or the right type of knowledge. The most important requirements are a willingness to donate your time and a sincere desire to help others. Opportunities exist for everyone who is interested in helping.
Summary
In this introductory chapter, you looked at the basics of the Joomla! CMS and at open source in general. The chapter covered
• Appreciating the advantages of using open source and what open source means to you as a user of open source software.
• Assessing the pros and cons of using Joomla! and how they impact your decision to choose the system.
• Understanding how Joomla! works, from the system architecture to the role of underlying technologies.
• Learning how the Joomla! community is organized and how you can get involved with the project.
In the next chapter, I explain how to obtain the Joomla! installation files and how to set up Joomla! on your server.
Chapter 2: Obtaining and Installing Joomla!
IN THIS CHAPTER
Obtaining the files necessary to install the Joomla! CMS
Using the resources of JoomlaCode.org
Installing Joomla! on your local computer or in-house server
Installing Joomla! on a web host, either manually or through the use of an automated installer
Getting started with Joomla! couldn't be easier. Because Joomla! is open source software, it is freely available for download on the web, and in some cases you may find that it is already available as part of your web-hosting package. In either case, once you have access to the installer package, you will go through a simple installation process to get Joomla! up and running on your server.
The Joomla! installer employs a wizard-style interface that allows you to simply click through a short series of steps. While you do not need any technical knowledge, you are prompted to provide some basic information to complete the process. The installer also includes an option to populate your new site with sample contents that can help you learn your way around Joomla!. Once the installer does its magic, you can immediately start working on the contents and appearance of your website.
This chapter looks at the basics of obtaining the Joomla! files and installing them on your server. Follow the steps in this chapter, and by the end, you will have a complete Joomla! installation up and ready to go.
Getting the Installation Files
Before you can begin, you need to obtain the Joomla! installer files. The official Joomla! installation files come bundled in a single, compressed archive file. Although you can download the Joomla! installation package from a variety of sources, I strongly recommend that you obtain the Joomla! installer from the official Joomla! site, for the following reasons:
