Tutorial: Basic Customization of Template 8

TNG comes with eleven templates included with the software. Template 8 is a popular one that is a good example of how easy it is to make the template your own. Here’s one example of how a TNG user has customized the template:

Template Adapted

This diagram shows the many things that can be customized in this template:

Template 8 Customization

We will go through each of these and how you can adjust them:

TemplateChoiceFirst, you log in as the administrator, and click into the Administration area. Choose “Settings” on the left side of the Admin Area, and then you’ll see the option of “Template Settings”, you’ll click on that. Then you will see a place where you can choose the template you want to work with from the drop down menu. We’re working with template 8 today. Once you’ve done that, you’ll see this screen, which I’ve numbered to match the example above so that you can see which item adjusts which area of the template. Scroll down for details on how to adjust each area:

Template 8 Settings 1

#1 Header Image – this needs to be one image. In the template, several different photos were combined into one file for the header. If you have a photo editing program, you can combine several images in a similar way, or you could just use one image. A wide image that is not very tall works best. For this template, the header image needs to be 778 X 73 pixels.

#2 Welcome Paragraph – This is a place where you can use whatever text you would like to welcome users to your site. It’s a good place to introduce yourself, briefly summarize your research, or invite users to register on the site. The photo that accompanies the welcome paragraph will be a random image selected from the public images on your site and will change every time you load the page. You can use HTML in this area to add links, additional images, or other features. The “Create Copy In” is where you can create other versions of your welcome page in other languages. You can have as many versions as you have languages enabled. If you don’t speak other languages, you can just skip this and your welcome paragraph will always display in the language you use for the first version.

#3 Latest News This is an area where you can update it with any information you would like. It is something you would go in and write, kind of like a miniature blog. We recommend removing old entries so it doesn’t get too long and unwieldy.

#4-6 Name of your site – this is a title where the default is three words strung together with the middle word in a different color. You can change the wording to read anything you would like. If you only want two words, leave one box empty.

#7 Subtitle of your site – this goes underneath the name of your site, and you can make it say anything you want. We recommend a short and memorable tag line.

Scroll down farther and you’ll see the rest of the template options:

Template 2 options 8

#8 (and 11) Mom’s Side Label – This is the text that will display in the left sidebar. It could say “Mom’s Side” or you can change it to say a specific surname, the first name of the wife in the couple running the site, whatever works for you and your situation. Again, there is a “Create Copy In” area where you can make copies of this custom text for any different languages you want to use.

#9 (and 12) Mom’s Side Person ID – this is the ID of the person you want this particular link to go to when the link is clicked. Clicking this link will take the person to a pedigree chart beginning with this person.

#10 (and 13) Mom’s side tree ID – Enter the tree ID here. (You can find the tree ID by looking in the Admin area under “Trees”.) Some people have their whole site in one tree, some have set up multiple trees. Make sure you use the right tree.

# 11-13 are the same as the last three, but with the other side of the family.

#14-15 Side Names – These are subtitles for the different sides. You can use them however you want, but the most common use is to list the two most common surnames in that side. You can just leave these blank if you don’t want subtitles.

Last but certainly not least, do not forget to press the SAVE button before leaving the page!

Featured User: Roger Moffat and WordPress Integration

Today’s featured user is Roger Moffat, who maintains a clean and user-friendly WordPress site with TNG integration using the free TNG WordPress Plug-in. Roger is a long-time TNG user who is always a friendly smiling face when he stops by our booth at the conferences where we are exhibiting our product. You can view Roger’s Site at www.lisaandroger.com. His home page is a traditional blog, where he occasionally shares about his life, his own genealogy, and important things to know in the genealogy world.
If you click on the tab at the top that says “genealogy” you will find his TNG work:

MoffatGenHome

Roger has made a few tweaks to the software as it is running on his site. For example, he has the social media sharing buttons visible by default, while the software as-is has the buttons accessible through the small “Share” button for those who want to use them. The TNG WordPress Plug-in uses a dark blue color by default, and Roger has edited the CSS style sheet to get a lighter blue color to match the theme he is using for the rest of his site.

DownloadsRoger also offers several “mods” he has written to add functionality to TNG, available for free download, with the option of donating to Roger for his time in creating them. You can find these under the “downloads” tab.

Being the helpful kind of guy he is, Roger has written an excellent tutorial on the TNG Wiki on how to use the WordPress Plug-In. It can be a tricky process, so make sure that you read through the entire tutorial first, and then carefully complete the steps in the correct order.

Thank you, Roger, for being such a helpful and friendly member of the TNG community!

Backing up your work in TNG

Every now and then, someone tells me that they made a mistake during a GEDCOM import, or that they installed the full version instead of the upgrade, or that something else happened to cause them to lose their data. When that happens, the first thing I ask is always, “Did you have a backup?”

More often than not, however, there is no backup. In fact, I’m surprised at the number of people who have never backed up their data. Even if you never make any mistakes with your data, there’s always the chance that something out of your control could happen, and without a backup, you could lose months or years of work.

The easiest way to do a backup is to log into your TNG Admin area and go into the Utilities section. From there you can back up all the tables at once, or you can do them one at a time. Either way, you should see a date there indicating the last time you did a backup (if you don’t see a date, you’ve never done one!).

backups

While you’re there, it’s also a good idea to back up the table structure (the second tab). If for some reason an upgrade adds a new field in the wrong order or fails to delete an obsolete field, or if a mod you installed is responsible for something like that, then the layout of your backup files might not match the default table structure. If this has happened to you, and if you ever move your site to a new host and try to restore your backups there, you could have a problem. Having a backup of the table structure could save you there.

Once you’ve backed up a table, a file with the extension “.bak” is created in the backups folder on your site. For a little extra insurance, use an FTP program or an online file manager to download those .bak files to your computer for safe keeping.

There are other ways to back up your data, and some might be better than the one I just described, depending on your situation. For example, if your database becomes extremely large (we’re talking more than 100,000 names), then TNG’s built-in backup utility might time out on you. You can read more on these other methods on the TNG Wiki.

Whichever methods you use, make it a point to do backups regularly. If you install an upgrade, do another backup immediately afterward, as a backup done before the upgrade may no longer work completely if the upgrade altered the table structure.

Restoring a backup

Should you find yourself in a situation where you need to restore a backup you made within TNG, just go back to the Admin/Utilities page. As with backups, you can restore all the tables, or any subset you require.

Upgrading TNG

In this video, Darrin walks you through the process of upgrading TNG from version 7 to version 9. If you have another version you are upgrading from, the steps might be slightly different. 7 to 9 is a little tricky, and upgrades from 8 or 9.0 should be easier. If you are a new user doing a fresh install, you’ll want to follow this video tutorial instead.

TNG upgrade from v7 to v9 from Darrin Lythgoe on Vimeo.