WordPress Maintenance – Getting Organized

Learn how to create a system on your hard drive for downloading, archiving, and retrieving your WordPress data and files.

WordPress Maintenance System - Getting OrganizedThis tutorial is part of our WordPress Management tutorial series. In this tutorial, you will learn how to create a system on your hard drive for keeping all of your downloaded WordPress backups, plugins, updates, and themes organized and archived for fast and easy retrieval.

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WordPress Maintenance System – Getting Organized

Important

Not all web server settings or hosting environments allow you to update your plugins and WordPress application automatically. If you need to manually update your plugins and new versions of WordPress, it is important to have an organized system on your hard drive for downloading and archiving your WordPress plugins, updates and themes.

Also, keeping your WordPress downloads folder organized will help you quickly and easily locate older versions of WordPress updates and plugins if you ever need to reinstall these.

The second part of getting organized (how to keep your data and file backups stored safely and securely) is covered in another tutorial.

WordPress Maintenance System – Getting Organized: Step-By-Step Tutorial

Complete the steps below to create a system on your hard drive for keeping all your downloaded WordPress backups, plugins, updates and themes organized and archived for fast and easy retrieval:

Create a folder in your hard drive called “WordPress” and add the following subfolders inside your “WordPress” folder:

  • wp plugins
  • wp updates
  • wp themes (optional – use this folder to store different WordPress themes)
  • latest-plugins (optional – create this folder if you manage multiple WordPress sites)
  • Data Backups” folder (to store backups of your data and files) Note: this folder doesn’t have to be in the “WordPress” folder, it can be anywhere in your hard drive.

Your WordPress folder structure should look like this …

WordPress Maintenance Tutorials

Updating WordPress Plugins

The process below will help you stay organized and save you time, especially if you need to manually update your WordPress software and plugins …

Create a folder for each plugin used in your site inside your “plugins” folder:

WordPress Maintenance Tutorials

Each time you download a new plugin update, create a new folder (use the update version number as the folder name) inside the main plugin folder, and download your updated plugin zip file into this folder:

WordPress Maintenance Tutorials

Locate the plugin folder and unzip (uncompress) the plugin:

WordPress Maintenance Tutorials

To extract files from a zipped compressed folder in Windows:

  1. Locate the compressed folder.
  2. Right-click the compressed folder, and then click Extract All. In the Compressed (zipped) Folders Extraction Wizard, specify where you want to store the extracted files.
  3. Most Windows-based PCs have a built-in extraction utility. If your system doesn’t have this, consider using an extraction utility like Winzip. Winzip is available for Windows and Mac users.

Mac Users: Go here to learn how to unzip files

(Optional) If you are managing multiple WordPress sites, then copy the unzipped plugin folder you have just downloaded containing the updated plugin files …

WordPress Maintenance Tutorials

… and paste it into the “latest-plugins” folder to replace the older version of the plugin in that folder.

WordPress Maintenance Tutorials

If you need to perform manual updates to multiple WordPress sites, a “latest-plugins” folder containing all of the latest updates of your plugins will help to considerably speed up your maintenance and upgrading process.

Updating WordPress Software

WordPress has a built-in function that lets you automatically update your site to the latest version. Some server settings and hosting environments, however, will not let you perform automatic updates and trying to update WordPress automatically will lead to errors and failed upgrades.

The process below will help you stay organized and speed up your maintenance process – especially if you need to manually update your WordPress installation …

Downloading The Latest WordPress Version

The latest WordPress version can be downloaded a number of different ways. You can download it by visiting wordpress.org

WordPress Maintenance Tutorials

Or from inside your WordPress administration area …

WordPress Maintenance Tutorials

Each time you download a new version of WordPress, create a new folder inside your “wp updates” folder. Name the folder with the new version you are downloading (e.g. “WP 3.2.1.”), then save the new WordPress version zip file inside this folder:

WordPress Maintenance Tutorials

Once you have downloaded the new WordPress upgrade file, extract (unzip) it into the same folder …

WordPress Maintenance Tutorials

Open the unzipped folder and delete the “wp-content” folder from the your upgrade file …

WordPress Maintenance Tutorials

Important Info

Important: Deleting the “wp-content” ensures that you cannot accidentally overwrite your plugin or theme settings when you update your WordPress site to the latest version.

After deleting the “wp-content” folder from the file, compress (zip) the file again …

WordPress Maintenance Tutorials

The latest version of WordPress is now ready to be uploaded to your site.

WordPress Maintenance Tutorials

Note: In the above screenshot, you can see that there are two “wordpress” folders inside the latest version folder:

  1. Use the uncompressed file if uploading the contents of the folder via FTP.
  2. Use the compressed (zipped) file if uploading the contents of the folder via cPanel.

Both of these options are covered in separate tutorials.

WordPress Themes

Use the “wp themes” folder to store all of your WordPress theme files …

WordPress Maintenance Tutorials

For more information about WordPress themes, including where to find professional FREE themes for your WordPress site(s), go here: WordPress Themes

Getting Organized – Video Walthrough

The 2-part video series below walk you through the tutorial described above.

WordPress Maintenance: Getting Organized – Video Tutorial Part 1

WordPress Maintenance: Getting Organized – Video Tutorial Part 2

Next Step:

After creating a system for keeping your WordPress plugins, installation updates, themes, and data backups organized for easy access and retrieval (in case you ever need to restore your data or reinstall your site), the next step is to learn how to set up an offsite data backup storage system.

To learn how to set up an offsite data backup storage system, see the tutorial module below:

WordPress Maintenance System - Getting Organized

(Source: Pixabay)

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WordPress Maintenance Process

Learn how to perform a complete WordPress Maintenance routine to keep your WordPress site updated and your files and data fully backed up and protected.

The WordPress Site Maintenance Process

The focus of our WordPress Management, WordPress Optimization, and WordPress Security tutorials is to help you create an effective system that will allow you to perform a regular WordPress site maintenance routine to ensure that your WordPress software, plugins, data, and files are kept regularly up-to-date and fully backed up, and protect your website from malicious attacks, security risks, vulnerable exploits, and other potential online threats.

The WordPress Maintenance Process

WordPress Site Maintenance Process

(WordPress Site Maintenance Process)

This training module explains why performing regular WordPress site maintenance is important, describes the main components of the WordPress maintenance process, and shows you how to put everything together.

In other tutorials, we:

  • Discuss methods for performing WordPress data backup and recovery and how to automate these,
  • Provide step-by-step instructions on how to backup and restore your WordPress data and settings manually,
  • Provide troubleshooting tips and solutions to common WordPress problems
  • Explore ways to optimize and keep your WordPress site secure
  • Show you how to completely restore or reinstall your site if required.

Important Info

Our tutorials take you through a complete WordPress Maintenance routine. Please do not skip any of the tutorials in this training module.

Why WordPress Site Maintenance Is Important

Unlike many static websites, WordPress sites and blogs are dynamic. Having a dynamic web presence means having more things to look after and maintain more often.

WordPress constantly updates its core software application in order to:

  • Prevent malicious users from exploiting vulnerabilities that would allow them to hack into millions of WordPress sites,
  • Fix bugs discovered in previous versions, and
  • Provide new enhancements and improved features to users

Because of the above, WordPress versions frequently become outdated and need to be regularly updated …

WordPress sites need to be kept up-to-date

(WordPress sites need to be kept up-to-date)

If you are a WordPress site owner, this creates a number of maintenance issues. For example:

Maintenance Issue #1 – Keeping Your WordPress Site Regularly Updated

WordPress updates its software frequently (every few months) to provide improved security to your site, bug fixes and new features (which means that you need to keep your site updated too for maximum security and optimal performance) …

WordPress regularly provides updates to fix bugs and improve security

(WordPress regularly provides updates to fix bugs and improve security)

Keeping your WordPress site up-to-date is very important to make sure that all maintenance and security releases are installed. Neglect this important task and your site will become exposed to many exploits and security vulnerabilities from previous versions …

Don't neglect updating WordPress!

(Don’t neglect updating WordPress!)

Maintenance Issue #2 – Keeping Your WordPress Plugins & Themes Regularly Updated

Whenever WordPress updates its core software, some of your WordPress plugins and/or themes may also become outdated and may need to be upgraded to prevent conflicts and errors …

Plugins need to be regularly updated

(Plugins need to be regularly updated)

In fact, as I was putting this tutorial together, I received the email below from a WordPress developer about a WordPress plugin that I have installed on many of my sites …

Updates to WordPress also affect many WordPress plugins

(Updates to WordPress also affect many WordPress plugins)

As you can see from the above screenshot, the plugin needed to be updated because an incompatibility issue was discovered after WordPress released an updated version.

This is not uncommon. As you add more plugins to your WordPress site, you will see that many of these plugins will need to be updated every time WordPress releases a new version.

Even Google sends out notifications to WordPress users with reminders to keep sites updated … and Google doesn’t even own WordPress!

Even Google will notify you of updates to WordPress

(Even Google will notify you of updates to WordPress)

Maintenance Issue #3 – Protecting Your Site From Security Vulnerabilities

Performing regular maintenance protects your WordPress site from hackers and malicious users. Hackers love a challenge and they love opportunities to brag to their peers about their exploits.

Imagine, therefore, what would happen if they found a vulnerability in the WordPress software that could be exploited – a platform used by over 20 million businesses and individual users.

Hackers can easily code scripts that will scour the web searching for sites that use the installation version with the vulnerability and can potentially wreak unimaginable havoc on those sites …

Updating WordPress protects your site from hackers and malicious users.

(Updating WordPress protects your site from hackers and malicious users.)

Maintenance Issue #4 – Troubleshooting Common WordPress Problems & Errors

As part of your regular maintenance, expect to run into issues and problems that will need troubleshooting when upgrades, installations and other things go wrong with your WordPress site …

Troubleshooting WordPress errors is part of doing business online.

(Like all software, expect to run into occasional problems.)

Maintenance Issue #5 – Restoring Your Website Files / Reinstalling Your WordPress Site

Unlike regular websites, not only are you required to back up all of your site’s files in case you need to restore or reinstall your site …

WordPress files need to be regularly backed up

(WordPress files need to be regularly backed up)

But all of your site’s data (i.e. the content and information inside your posts, pages, comments, categories, settings, etc.) are stored in a MySQL database, which you will also need to back up on a regular basis …

All of your WordPress data is stored in a MySQL database

(All of your WordPress data is stored in a MySQL database)

Maintenance Issue #6 – Preventing Loss Of Valuable Data

Last, but not least, MySQL databases can and often do fail …

WordPress databases can and do fail

(WordPress databases can and do fail)

As you can see, maintaining a WordPress site regularly updated, backed up and fully protected requires a lot more work than maintaining a regular static website …

What about website maintenance?

(What about website maintenance?)

If you’re not performing regular WordPress maintenance, then you are seriously putting your online presence and business at risk.

Why Is WordPress Maintenance Important? Video Summary

The video below provides a summary of the importance of performing WordPress mainenance on a regular basis …

The WordPress Maintenance Process – Overview

The WordPress site maintenance routine described in these tutorials follows a specific sequence of steps designed to save time and help you avoid problems.

For example …

You should not update your WordPress plugins before updating your WordPress installation – upgrading to later plugin versions on older WordPress installations may cause problems with conflicting software.

But …

If you update your WordPress installation before backing up your WordPress database and something goes wrong, you may have to restore your data, or completely reinstall your site.

However …

You should not backup your WordPress database before cleaning up and optimizing your WordPress data – unnecessary data not only increases your database size, it can also cause errors when re-importing data.

As you can see, having an effective system for performing regular WordPress maintenance tasks is important.

This also applies to other areas of WordPress site maintenance. For example, you will want to create an organized system for storing and retrieving old plugins and previous installation upgrades in case you experience problems and need to troubleshoot errors on your site.

To complete your WordPress maintenance routine as efficient as possible, we recommend learning to perform all of the tasks shown in the tutorials in this module in their suggested order.

WordPress Maintenance Process – Flowchart

The flowchart below shows an overview of the processes involved in performing a complete WordPress site maintenance routine:

The WordPress Maintenance Process

(The WordPress Maintenance Process – click above to enlarge image)

Practical Tip

Although the above may look complicated and time-consuming, it’s not! You only need to set up the system once and many areas of the WordPress maintenance process can be automated using inexpensive solutions.  Once you have performed the maintenance routine a few times (we provide a checklist in later tutorials), it will only take you a few minutes each month to keep your WordPress site fully maintained and up-to-date.

WordPress Site Maintenance Process – Main Components

There are 5 main components in the WordPress Site Maintenance process:

  1. Removing unnecessary data from your site (e.g. SPAM)
  2. Backing up all data and files before performing any updates
  3. Checking to see if updates are required
  4. Updating / upgrading site components to their latest versions
  5. Restoring / reinstalling data if required

1) Remove Unnecessary Data From Your WordPress Site

Before backing up your WordPress data, it’s a good idea to first delete anything that is unnecessary on your site. This could include Comment Spam, inactive plugins, obsolete posts, etc …

Deleting unnecessary data from your site before backing up your MySQL database not only helps to reduce your backup file size but more importantly, if you have to restore your data later, you won’t be re-importing things like spam and other unwanted data into your site.

To learn more about this step, see the tutorial below:

2) Back Up All Data And Files

After removing all unwanted data from your site, the next step is to back up both your MySQL database and your WordPress files before performing upgrades. This step is important, as it will allow you to restore your data or reinstall your site if any errors occur after upgrading your site or plugins.

Even if no components of your site need to be updated or upgraded, it is still important to complete this step. Performing regular file and data backups is part of having an effective site maintenance program.

As you will learn in subsequent modules, there are automated methods you can use to perform WordPress site backups. We will cover these in detail later. We will also provide a step-by-step tutorial for performing manual backups if your server or hosting configuration doesn’t allow you to automate these tasks, or if you want to be absolutely sure that your data and files have actually been backed up properly (automation can fail).

3) Check To See If Updates Are Required

After completing Step 2, the next step is to go through your site and check if you need to upgrade your WordPress site, plugins, or themes to the latest version.

Part of this process may involve making a decision not to upgrade your site or a particular plugin to their latest version. The reasons for this will be explained in later tutorials.

4) Update / Upgrade Site Components

After establishing that your site and/or plugins and themes need to be updated, the next step is to perform the actual upgrades.

Some of the regular maintenance that you should always perform on your blog is to make sure that your WordPress application, plugins, and themes are always upgraded to their latest version. This ensures that nothing conflicts with one another and that everything runs smoothly inside your WordPress installation. If everything is kept updated to the most recent version, nothing in your site is going to slow down over time and cause you issues or problems.

As you will learn in other tutorials in this training module, there are automated methods you can use to perform WordPress updates. We will cover these methods in detail and provide a step-by-step tutorial for performing manual updates and upgrades if your server or hosting configuration doesn’t allow you to automate these tasks, or if you prefer to do things manually.

5) Restore / Reinstall Site Data (If Required)

Sometimes things go wrong and you may need to restore some or all of your data, or even reinstall your site completely.

Knowing how to restore or reinstall your site is also useful if you are migrating your site to another location, domain or web server (e.g. changing web hosting providers).

WordPress Maintenance Process Overview – Video Summary

The video below provides a summary of the WordPress Maintenance process described in this tutorial …

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Congratulations on completing this tutorial! You should now have a clear understanding of the WordPress Site maintenance process and why it is important to perform regular website maintenance and follow a maintenance routine.

Now that you understand the WordPress maintenance process, the next step is to create a system that will help you get organized so you can perform your WordPress maintenance routine quickly and effectively.

To learn how to create a system on your hard drive for downloading, archiving and retrieving your WordPress data and files, see the tutorial below:

The WordPress Site Maintenance Process

(Source: Pixabay)

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