Neatline

Building an interactive map using Omeka’s Neatline plugin

Neatline is a plugin for Omeka that allows for the creation of interactive maps and timelines. Neatline allows the user to plot points on geospatial layers that, when clicked, reveal text and media. Users may create records from scratch and add them to their Neatline exhibits, or import existing items from Omeka. See Neatline.org for demos of this tool in action and more documentation.

Before using this tool, you will need to:

1) Install Omeka (see “Installing Omeka”).

2) Install the Neatline plugin to your Omeka site (see the “Installing Plugins” section of the “Installing Omeka” guide).


Contents

Some vocabulary

Setting up (first time only)

Creating Collections and Items in Omeka

Managing your Neatline exhibits in Omeka

Linking your maps to your Omeka home page


Some vocabulary

Item: Omeka’s basic building block, containing text, media, and/or metadata.
Collection: A group of items, typically sharing a common theme.
Record: Neatline’s version of items. Can be created on their own, or imported from an existing item in Omeka.
Exhibit: A Neatline map or timeline; contains your records.
Widget: An add-on tool for Neatline, such as Waypoints.
Spatial layer: A navigable map that Neatline can use, typically pulled from Google Maps. The various options Neatline offers have different aesthetics.

Setting up (first time only)

1. Install the Neatline plugin (see above). Install any additional supporting plugins you’d like, such as Neatline Waypoints.

2. Go to your Plugins page in Omeka. Then, click “Configure” to the right of Neatline. On the configuration page, click the link to developers.google.com/maps/web. If possible, open this link in a new tab, since you’ll soon need to return to the configuration page.

3. On the Google page that opens, click the “GET A KEY” button at top right. Follow the prompts in the pop-up window to create a new project, named whatever you’d like (this title won’t matter for your Neatline projects). When you’re given a long string of characters, copy it. This is your Google Maps API Key. You’ll only need it once.

4. Return to the Neatline configuration page from step 2. Paste your API Key into the text box. Then click the green “Save Changes” button. Neatline is now connected to Google Maps.

5. Click Settings at top right of your Omeka dashboard. In the text box to the right of “ImageMagick Directory Path,” enter this exact text without the quotation marks: “/usr/bin”. Then click the green Save Changes button at top right. This will allow Omeka to handle your images properly.

Neatline is now ready to go!

Creating Collections and Items in Omeka

1. Optional: create one or more collections. This is an organizational tool: by creating collections now, you’ll be able to sort your items or bulk import them to Neatline more easily later. To create a collection, click “Collections” on your lefthand Omeka dashboard menu. Then, click the green Add a Collection button. On the Add a Collection page, give your collection a Title (you can leave all other boxes blank). If you want to add formatting to your text such as bolding or italics, check the box next to “Use HTML,” and more editing options will appear.

When you’re done, check the box next to “Public” and then click the green Add Collection button.

NOTE: You’ll see many fields when creating collections or items, but there’s no need to panic: almost all are optional and exist for archival purposes. Only fields with a * after them are required.

2. Begin creating items. Omeka is a tool for curating artifacts. In this step, you’ll begin this curation by creating items. To create an item, click “Items” on your lefthand Omeka dashboard menu. Then, click the green Add an Item button. On the Add an Item page, give your item a Title and a Description (you can leave all other boxes blank). This is the text that will ultimately appear to viewers of this record on your Neatline map. If you want to add formatting to your text such as bolding or italics, check the box next to “Use HTML,” and more editing options will appear.

Check the box next to “Public.” If you wish to add this item to a collection, select it from the dropdown menu under “Collection.”

If you wish to add images to your item, click the “Files” tab, then click “Choose File.” Follow the prompts to upload an image. To upload more images, click the green Add Another File button. These images will be displayed alongside your text when a viewer clicks the relevant point on your map.

If you wish to add tags to your item, click the “Tags” tab, then enter all desired tags in the text box, separated by commas. Remember to click Add Tag afterward.

When you’re done adding text, files, and tags, click the green Add Item (or Save Changes if you’re editing) button.

You can always find your list of items, with the option to edit each one, by clicking Items on your Omeka dashboard. From the Items page, you can also use the blue Search Items button to filter items by user or tag.

Clicking “Tags” on the Omeka dashboard will bring you to a list of all your tags. Click a tag’s name to edit it, or click the number to its left to view all items with that tag.

Managing your Neatline exhibits in Omeka

1. Create an exhibit. Your Neatline map will be known as an exhibit. It’s now time to create this map. Click Neatline on the lefthand dashboard menu, which brings you to the Browse Exhibits page. Then click the green Create an Exhibit button.

On the Create an Exhibit page: give your exhibit a Title, Narrative (optional but recommended), and Widgets (if you’d like to use Waypoints or another add-on you’ve previously installed). The Narrative is the exhibit’s primary textual description, and it will appear alongside your map.

Scroll down and select a Default Spatial Layer from the dropdown menu. The Default Spatial Layer is the default map style your exhibit will display. You can edit this any time, so try out a few and see which aesthetic you like best. You can also optionally use the Embed Spatial Layers field to allow your viewers to toggle between various map styles.

The only other setting you need to change here (eventually) is Public: when you check this box, your exhibit will be live. When you’re done, click the green Save Exhibit button at the bottom of the form.

2. Access the Neatline editor. Return to the Browse Exhibits page from step 1. To access the editor, click your exhibit’s title. Clicking Public View or Fullscreen View will let you preview how your exhibit will look to visitors.

Here is what the editor looks like. Notice the Records, Styles, and Plugins tabs, and the list of records below the blue New Record button (there won’t be any records until you add some):

3. Set the default focus. This is the latitude/longitude and zoom that viewers will see when they first open your map (they’ll then be able to move it however they’d like). In the editor, click the Styles tab. Click and drag on your map to move it around, and use the + and – symbols at top left to zoom in and out. When you’re satisfied with the current view of the map, click the Use Current Viewport as Default button. This will automatically fill-in coordinates and the depth of zoom. You can also manually add these. When you’re done, click the blue Save button.

4. Import items into your exhibit, which then become records. First, click the Records tab in the editor. Then, click the large blue New Record button.

New tabs will appear. Click the Item tab. You’ll see a dropdown menu called “Search Omeka items.” This will list all the Omeka items you’ve previously created. Find the item you wish to add to the map, and select it. The item’s content appears below the dropdown menu. If it looks correct, click the blue Save button. If not, click “View the item in Omeka,” edit the item, and try again.

NOTE: If you edit an item in Omeka that you’ve already imported into your Neatline exhibit, its record in the exhibit will be automatically updated.

NOTE #2: You can also create records from scratch using the New Record button and the Text tab (without making an Omeka item first). However, this isn’t recommended if you wish to include images or other media in your record, since that media would require additional HTML formatting.

5. Pin your records to the map. You can access any of your records from the list of records on the editor’s main page (see the screenshot in step 2 of this section, looking under the New Record button). Once you’re in a record, you can place it on the map. If you’ve just created a record using the Item tab from the previous step, then you’re already in that record.

Once in the record, click the Map tab. You can draw many different shapes here (and feel free to experiment!), but for our purposes, we’ll look at two buttons: “Navigate” and “Draw Point.”

When “Navigate” is selected, you can move your map around without adding anything. When “Draw Point” is selected, you can click on the map to place a blue pin. When a viewer clicks this pin, she’ll see the record associated with it. When you’re done, click Save.

For example: I have a record containing text and images about Shakespeare’s first performance of Henry V in London. I can go into my Henry V record and use “Draw Point” to place a pin on London. Now, the viewer can click the blue dot on London to bring up this record.

Optionally, you can use the Style tab in a record (to the right of the Map tab) to change the appearance of points and shapes for that record.

You can add as many interactive points or shapes as you’d like to your map.

6. Add widgets to your record (optional). If you’re using the Waypoints widget, select it by clicking in the Widgets field. See the next step for more information about Waypoints.

When you’re done, click Save. Then, you can exit out of the record and back to the editor’s main page by clicking the X above the Style tab. You can return to Omeka by clicking “Return to Omeka.”

7. Adding Waypoints: a table of contents for your map. The following guide from Neatline.org explains how to add a list of clickable records to your map, so viewers can jump from point to point without searching the map for them:
http://docs.neatline.org/working-with-the-waypoints-plugin.html

Linking your maps to your Omeka home page

1. Choose what links you’d like to display on your home page’s navigation menu. This menu may appear in a slightly different place on your home page depending on your theme. Here’s what it looks like in one of Omeka’s built-in themes (“Thanks, Roy”):

To edit this menu: from your Omeka dashboard, click Appearance in the black bar at the top of the screen. Then click the Navigation tab.

This takes you to a checklist of links. Each checked link will appear on your home page’s menu. To edit a link’s label (name) or URL, click the small black arrow to its right.

To add a new link: fill in the Label and URL fields at the bottom of this page, and then click Add Link. You can reorder the menu by clicking and dragging the links. When you’re done, click the green Save Changes button.

By default, there will be a link called “Neatline” which takes your viewer to a list of your Neatline exhibits. This is called the Browse Exhibits page, and looks like this:

If you’d rather have links on your menu to one or more specific exhibits, first pull up that exhibit’s public or full screen view (see the screenshot for step 2 under Managing Neatline exhibits and using the editor above). Copy the URL from the address bar at the top of your browser. Paste it into the URL field on Appearance > Navigation, give it a label, click Add Link, and then Save Changes.

2. OR, choose a different default home page.

To use a list of your Neatline exhibits as your home page:
On Appearance > Navigation, click on the dropdown menu under “Select a Homepage” (to the right of the link checklist). Select “Neatline” (or whatever you’ve renamed it). Click Save Changes to finish.

To use a specific exhibit as your home page (taking your viewer directly to the map):
On Appearance > Navigation, add a link to the public or fullscreen view of the map you wish to be the homepage (see the previous step). Then, click on the dropdown menu under “Select a Homepage” (to the right of the link checklist). Select the link you’ve just added. Click Save Changes to finish.

Now you can share your Omeka site’s address with whomever you’d like, and they’ll be able to explore your interactive map!

Cloning applications to a new subdomain/subdirectory

The domain name that you choose during sign up will stay with you through all of your current and future build projects. This is why we recommend choosing a general and enduring name, such as a variation of your name. However, while working on your site, you might find that the name you chose doesn’t adequately describe your project anymore. In this instance, it is possible to clone your application to a subdomain or a subdirectory of your site that has a more desirable name.

If you want to clone your site to a subdirectory (so, the URL would change from something like YOURNAME.emerson.build to YOURNAME.emerson.build/project), you can create that directory during the cloning process. To clone to a subdomain (which would change the URL from YOURNAME.emerson.build to project.YOURNAME.emerson.build), the subdomain needs to be set up ahead of time.

Once you’re ready, head to the “My Apps”/”My Applications” area from your cPanel Dashboard.

  1. To the right of the name of the app you want to clone is a row of buttons, the “clone” button looks like a forked arrow. Click it.
    Single application row in the cPanel with Clone button marked
  2. On the “Clone” screen, verify that the correct information appears in the “Source” box. Under “Destination”, choose a previously created domain or enter a subdirectory name in the “Directory” field.
    • You will see the URL and file path for the cloned site listed below these fields.
  3. The other settings can be left as their defaults to automatically create and copy databases and settings.
  4. Click the “Clone” button at the bottom of the form. Depending on the size of your application, this may take some time to complete. A progress bar will keep you updated.
  5. After verifying that the cloned site works as expected, you can delete the original.

Tip: Cloning your application can also be used to test new themes and plugins without affecting your published content.

Managing Backups

Any application that you install in Emerson.build using the cPanel/Installatron is set to automatically create a backup of the whole app every time the software updates. The backups expire after 14 days, but they can quickly eat up quota space in that time, especially since some apps (such as WordPress) update automatically. Follow the steps in each section below to take more control over the space that backups use in your account.

1. Turn off the automatic Installatron backup

  • Go to your cPanel
  • Go to Applications > WordPress > My Applications.
  • From there, select the wrench next to your site’s name.
  • Scroll down to Automatic Update Backup and set that to “Do not create a backup”​​

Application Backups screen with an arrow pointing to "Do not create a backup" under "Automatic Update Backup"

2. View restore points in JetBackup App

The JetBackup app can be found in the “Files” section of your cPanel dashboard.

Files section of the build Dashboard with JetBackup location circled

This app should already be active so there are no additional steps you need to take to set it up. JetBackup automatically creates full backups and individual backups of your site’s files and databases nightly. More information on how to navigate and use the app to restore your site is available in this post on the Reclaim Hosting Community site: “Restoring Backups Using JetBackup” (opens an external site in a new tab).

 

3. Create a manual Installatron backup before major changes

While JetBackup creates daily backups of all of your content, it’s best practice to have a backup of your application from right before you start tinkering, just in case anything goes wrong. That way you won’t lose any content that’s been added or changed since the latest daily backup. As a bonus, backups created through the Installatron are easy to restore with a single click. These manual backups can even be sent to an offsite location like Dropbox to save space.

To create a manual backup:

  • From your cPanel, click “My Apps” in the “Applications” section.
  • Click the checkbox to the far right of the application name (labeled 1 in the screenshot below).
  • Click “Backup” below the bottom of the application list (labeled 2 in the screenshot below).
  • On the next screen, enter a descriptive label and click Backup again. The backup will run with a status bar.​

Installatron "My Applications" screen. The checkbox to the far right of the application's name is labeled "1" and the "Backup" button underneath the app row is labeled "2"

 

4. Delete Installatron backups that are no longer needed

If you’ve created a manual backup or are running out of space due to the automatic backups, you should delete old Installatron backups to free up space.

  • From your cPanel, click “My Apps” in the “Applications” section.
  • Between “My Applications” and “Applications Browser”, you’ll see a “My Backups” tab. Click that to see the list of current backups.
  • Click the “X” to the right of an individual backup or check the box to the right of multiple backups, then Delete at the bottom.
    Installatron's page listing available backups with the "X" to remove one circled
  •  On the next screen, you’ll see a summary of the backup(s) to be deleted. Click “Delete” to confirm.
    The confirmation screen after clicking Delete the first time. The Delete button here is circled.

When You Leave

You retain access to your Emerson.build domain for one year after you graduate or leave Emerson. After one year, you will lose access to your Emerson account and your domain along with it. To retain ownership of your domain, you have several options: pay Reclaim Hosting a small yearly fee to keep everything; download your entire site to store on your computer; or move everything over to another hosting provider.

Using Reclaim Hosting

Emerson.build is hosted through Reclaim Hosting. Through our partnership with them, you’re eligible to have your domain and content automatically migrated to a full hosting account at a 20% discount. Follow the instructions below, and Reclaim Hosting will complete your migration for you. You won’t have to provide any login information since they control the servers on both sides.

To sign up for your own Reclaim Hosting domain:

1. Log-in to Emerson.build.

2. Hover your mouse over Manage Your Account in the top navigation menu, and click on Migration Information in the dropdown menu.

Find the Migration Information button under Manage Your Account at the top dashboard of the cPanel.

3. Click on Get Started in the Migration Offer box.

Clicking "Migration Information" takes you to a Migration Offer from Reclaim Hosting, where you can click "Get Started."

4. You will be given the option to 1) register a new domain, 2) transfer your domain from another registrar, or 3) use your existing domain and update your nameservers.

Reclaim Hosting's options for migrating from Emerson.build.

If your site’s URL ends in Emerson.build, and you have never used a different URL or purchased hosting from somewhere else, the Register a new domain option allows you to get your own personal domain with Reclaim Hosting (outside of Emerson.build). Your site will no longer be located at “yoursite.emerson.build,” and you’ll be able to purchase a new URL.

If you have purchased (or intend to purchase) a URL from a different hosting company, but still want your site to be hosted with Reclaim Hosting, select the I will use my existing domain and update my nameservers option. Your site will be migrated to a personal Reclaim Hosting account, but then you will have to update the information that tells the other hosting company (that you got your URL from) where your site is located. It’s possible to get your hosting and URL from two separate companies, but it’s often easier and cheaper to get them together.

If you already have a site that’s hosted somewhere else, and want to transfer everything to a personal Reclaim Hosting account, select Transfer your domain from another registrar.

Other Hosting Providers

If you don’t want to continue with Reclaim and would rather use a different hosting company, you can download all your site files independently, purchase a URL, and upload the files to your new domain through FTP.

Installing Applications with Installatron

Installatron is a script installer that allows you to quickly and easily install Web applications to on the Web space. By default, when you use Installatron, the application you add will be automatically upgraded whenever a new version is available (and a backup will be kept, just in case).

Installing Applications Using Installatron

  • To get started you’ll need to login to your control panel by going to https://emerson.build/dashboard.
  • Here you’ll login with your Emerson email and password.

Emerson.build cPanel log-in screen.

  • Once logged in you’ll be at the homepage of your control panel. You will need to scroll down until you see a section of the Control Panel labeled “Web Applications.” Within this section you will see a link to the Installatron which you should click.​ Or, you can type “installatron” (without quotes) into the search bar.  When you press enter you will automatically be redirected to the Installatron page.

Installatron page.

  • When Installatron opens, you will see a list of any applications you’ve already installed. To install something new, click on the Applications Browser button (labeled with a large star).

Installatron's application browser.

  • A listing of all of the applications you can install be default in Installatron will appear. Browse to the one you want to install, and click the icon.
  • After clicking the icon, a page will appear with information about the application, links to resources, and a link to install it.

Installatron application page.

  • Click “Install this application” when you are ready.
  • A page will appear with a number of settings you can choose/change. The image below shows these settings; here is a rundown of them:

Installation settings.

  • Location: You’ll need to choose where to install your new application. You can install it at the root of your domain or in a subdomain (which you need to set up first). In addition, you can place your application in a folder (in either your root domain or a subdomain)
  • Version Information: You can choose a version of the application. Generally, we recommend choosing the default version. It is likely to be the most recent, stable release.
  • Updates & Database Management: By default, the system is set up to automatically upgrade (and create backups upon upgrading) all applications. In addition, by default, the database will be set up for you automatically. We recommend NOT changing these options.
  • Username/Password: An username/password will be automatically generated for you. You can choose to change this, if you like.
  • Website Title: Pick a title for the site that will be created when you install your application. You should change this from the default title!
    After installation, you’ll be taken back to the main Installatron page, with details about the application you just installed. At anytime you can come back here to review the application details, back it up manually, or uninstall it.

To get to your new site, you can click the “website” link. What’s more, with certain applications you can use this space to login to the admin area.

In addition, you’ll have received an email with your username/password and a link to your new site.

Applications Available in Installatron

Installatron, the script installer that is part of the Emerson.build cPanel, allows you to easily install Web applications to your Web space. Below is a list of all of the applications currently available to you through Installatron:

Community Building

  • Vanila Forums
  • MediaWiki
  • FluxBB
  • MyBB
  • phpBB
  • Simple Machines
  • XMB Forum
  • GBook
  • Lazarus Guestbook
  • DokuWiki
  • PmWiki
  • WikkaWiki

Content Management

  • WordPress
  • Drupal
  • Known
  • Omeka
  • Textpattern
  • CMS Made Simple
  • Composr CMS
  • concrete5
  • phpMyFAQ
  • Code Igniter
  • Laravel
  • MODx
  • Nette
  • Smarty
  • Symfony
  • Zend Framework
  • e107
  • Joomla
  • Mahara
  • Mambo
  • PHP-Fusion
  • PHP-Nuke
  • Subrion
  • Tiki Wiki CMS Groupware
  • Xoops
  • Zikula

Photos and Files

  • Koken
  • Codiad
  • GateQuest
  • OpenDocMan
  • ownCloud
  • Power File Manager
  • Pydio
  • Coppermine

Surveys and Statistics

  • Piwik
  • Seo Panel

Miscellaneous

  • Tiny Tiny RSS
  • Search Engine Project

Accessing Your Files through the File Manager

Your Emerson.build cPanel includes a File Manager that allows you to interact directly with the files stored in your webhosting account. This can be useful if you want to upload software that cannot be automatically installed via the Web Applications section of your cPanel, if you need to change the name or permissions of a file or group or files, or if you want to edit a plain text file. To access your files via the File Manager, use these steps:

Login to Emerson.build with your Emerson username and password.

Emerson.build cPanel log-in screen.

Once logged in you’ll be at the homepage of your control panel. The easiest way to navigate the panel is using the search feature in the top right panel. Click the Search box and type “File Manager” (without the quotes). When you press enter, you will be automatically redirected to the File Manager.  You can also find its icon under Files.

Searching for the File Manager in cPanel.

On the left side of the “File Manager” window, you’ll see a navigation menu containing the file structure of your webhosting account. More information about the contents of these files and folders can be found in the “File Structures and the File Manager” documentation in this knowledge base.

In the navigation menu, choose the public_html option. This will take you directly into the folder that contains the files associated with your website(s). You’ll notice your current location (the public_html folder) is bolded and highlighted in this menu. Click the [+] (expand) icon next to a folder to see what subfolders it contains, or click on the name of the folder to view all of its contents in the file browser on the right side of the page. You can also navigate through the folders in your account by double-clicking on them in the file browser on the right side of the “File Manager” page.

File Manager with the public_html folder open.

To select an item, click once on its icon in the file browser. You can also use the “Select All” button above the file browser, or your computer’s keyboard shortcuts (Shift, Command, Control, etc), to select multiple items from this list.

Files selected in File Manager.

Depending on what you have selected, different options will be available to you in the action menu across the top of the “File Manager” page. If you have selected a folder, for example, you can “Rename” it or “Change Permissions” on it, but cannot edit it using the Code Editor or HTML Editor.

If you know exactly what location you want to skip to within your webhosting account, you can type it into the box directly above the navigation menu and click Go.

Internal searching in File Manager.

Alternatively, if you know the exact name of the file or folder you are looking for, but not its location, you can use the Search box to find it.

Search for an exact file name in File Manager.

File Structures and the File Manager

Web hosting is, at its core, files and folders on a computer that is connected to the internet and setup to distribute them. How that computer (typically a server) is setup to do that is covered more in LAMP Environments but this article will explain the idea of the file structure and how it relates to what you view on your domain.

When you signed up for your domain a web hosting account was created. Although you typically will interact mostly with the web interface to create subdomains, install applications, and other common tasks, you might occasionally also need to work directly with the files in your account. The File Manager in your cPanel is one way to see these files. You can also create an FTP account in cPanel and use an FTP program to interact with these files (FTP stands for File Transfer Protocol, and it’s a way of using a desktop client to transfer files to and from your Web server space).

Let’s take a look at the File Manager built into your cPanel to get a better understanding of the file structure that makes up your website(s).

  • Login to cPanel with your Emerson username and password.

Emerson.build cPanel log-in screen.

  • On the homepage of your control panel you’ll have all the various tools listed. You can easily find the File Manager by using the search tool in the upper righthand corner and typing File Manager. You can also find its icon under Files.

Searching for the File Manager in cPanel.

  • You are now sent to the File Manager and can navigate the folder structure there.

You’ll notice when the File Manager opens up that this looks very much like a folder on your computer. There are a few folders in it as well as files, and you can navigate down into those folders and see what’s inside of them. At the top level of the File Manager you also have the option of interacting with files and folders you select by moving them around or removing them. There is a larger article all about how to use the file manager at Accessing Your Files through the File Manager so we won’t talk much about how the interface works, rather we’ll cover what those folders and files actually mean and how they relate to what someone sees when they visit your website.

By default you have a variety of folders at the root of your web space (the first screen you see when you open up the file manager). Some of them are created automatically to store information about the panel and setup of certain sites. These folders are things like access-logs, etc, ssl, and tmp. You can safely ignore most of those folders because they don’t correspond to actual websites. Let’s look at which folders do and how it all works.

Your main domain, mydomain.com, corresponds with a folder called “public_html.” Whatever files and folders are inside of this folder are available at that domain. If you installed WordPress here you’ll likely see a lot of WordPress-related files within it (which were probably helpfully put there by the automated installer). Let’s say we uploaded an image called mypicture.jpg into the public_html folder. That image would now be available at mydomain.com/mypicture.jpg. The slash after your domain implies “this file is inside this folder”. But what if we had a folder inside the public_html folder? How does that appear? This is typically called a subfolder so let’s put a folder in public_html called “images” and put our image, mypicture.jpg, inside of that folder. What would you type in a browser to get to that file now? The location would be mydomain.com/images/mypicture.jpg. So subfolders are also indicated by a forward slash after a domain.

What about subdomains? You can have completely separate sites called subdomains that appear as nameofsubdomain.mydomain.com. But where are they in the file structure? When you created your subdomain the control panel asked you to give the folder a name. If I had a subdomain called photos.mydomain.com for example, I might want to name the folder “photos” (by default your control panel will call the folder by the name of the subdomain). Folders for subdomains are located inside the public_html folder. So when you go to the File Manager and navigate to public_html you’ll see folders listed for all of your subdomains and once you navigate inside one of those folders you’ll see files and folders specifically for that subdomain that appear on the web at that subdomain’s address.

The File Manager in your control panel is great to view these files and folders, but it can be limiting if you want to upload an entire folder of information to your website. If you find yourself wanting to do more with the files and folders on your web space, you can download a free FTP program like Filezilla for PC or Cyberduck for Mac and connect to your website using the FTP credentials provided in the welcome email you receive when you first register your domain. Keep this welcome email in a safe place! An FTP program will allow you to upload and download an unlimited number of files and folders quickly.

Creating an Email Address

Creating an email address in the control panel creates a mailbox on the server for mail to be delivered to. In some cases this might be desired if you want to maintain full control of the email you receive, however in many cases users may wish to simply create an Email Forwarder that sets up a custom email address and sends all mail sent to it on to the address of your choice. This article will show you how to setup both methods.

  • On the homepage of the control panel you will see a section titled Email that contains several tools for setting up email addresses. To get started, go to the Email Accounts page.

Create an email address in cPanel.

This screen will allow us to setup an email address that uses a mailbox stored on the server. You will be able to access mail sent to this email address either through a webmail client or a desktop/mobile client directly. Enter the desired email address as well as a password to associate with that email address. You can choose to set a quota for how large of a mailbox you need, or set this to unlimited (keep in mind your quota will still be dictated by the limits of the hosting account). Once you’re done click Create Account.

Your email address is created and it’s ready to be used. Scroll down the page to see your newly created account listed under Email Accounts.  You have the choice of accessing your new email address via the webmail options built into your control panel, or setting up a mail client directly from your desktop, laptop, or mobile device. These options appear as links under Actions to the right of where your email address is listed. The More button allows you to suspend your address, access webmail, configure calendars and contacts, and manage disk usage.

You can work with your new email address by using the links next to it under "Email Accounts."

If you already have an email address you want to use, such as a Gmail or Hotmail account, you may wish to create an Email Forwarder instead of a mailbox. Setting up a forwarder is very simple. Start by clicking on Forwarders from the Mail section of your control panel homepage.

The Forwarders page in cPanel.

The first screen will show you any existing forwarders that you have created. To setup a new forwarding account, click Add Forwarder.

Add a New Forwarder page in cPanel.

To create a new forwarding account, simply type in the desired email address as well as the email address you’d like all mail to be forwarded to. When you are done click Add Forwarder.

You have now successfully created an Email Forwarder and all email sent to your custom email address will be forwarded on to the address you entered.

Setting Up FTP / SFTP

There are a number of scenarios which might necessitate placing files directly onto your server space rather than going through an application like WordPress or Omeka. For example:

  • You’re working with an application that allows you to install plugins/extensions, but the files need to be manually moved to the server in order to add them. (Note: This is NOT required with WordPress which allows you to install plugins through your WP Dashboard while in your browser.)
  • You’ve developed a custom site with pages, styling, and/or scripts using a web design or coding program. Those files you created need to live and run on the server.
  • You’re installing an application that isn’t part of the applications in Installatron.

One way to upload files is by using the File Manager that is part of cPanel. However, sometimes you’ll find it necessary or simply easier to use FTP (File Transfer Protocol) to move files to the server. This can be particularly useful if you’re working with a website where more users than just the owner will be working with the file structure. Only the owner has access to the File Manager in the site’s cPanel, so the owner would need to grant separate file management access to any other users.

What exactly is FTP?

File Transfer Protocol is a method that allows you to remotely move files to a web server from another location – usually your local/personal computer. Using a pre-defined FTP account (which gives you a username and password to connect with), you can configure your FTP client (a program you run on your computer that allows you to transfer files via FTP) of choice.

There are lots of FTP clients that you can use; some are free and some are not. A couple of free, cross-platform options are:

FTP vs. SFTP: Which should you use?

SFTP (Secure File Transfer Protocol) should be used whenever possible in order to safeguard your credentials. FTP sends your access credentials and the data you’re transferring to the server in plain text, which makes that information vulnerable to network sniffing. You should always use SFTP and connect on port 22 for your special cPanel account (discussed more in the section below).

However, any additional FTP accounts that you create will only be able to connect via FTP on port 21. For these accounts, it’s important to ensure that you don’t reuse a password from another site and that you grant the accounts only as much access to your server as absolutely necessary to accomplish the task you need them for.

Your special cPanel FTP account

When you sign up for Emerson.build, you receive a special FTP account that has full privileges to access any space on your web server. This account’s username corresponds to your cPanel username and, depending on when you signed up for build, you may have been assigned a pre-generated password.

Due to the high-level of access this account has, please follow the following precautions when using it:

  1. Do not share this account’s credentials with anyone else.
  2. Always use SFTP (Secure File Transfer Protocol) while connecting with this account in your FTP client.
Setting / resetting your cPanel account FTP password

When you first sign up for Emerson.build, you will need to set the password for your special FTP account. The steps for setting the password for the first time are the same as those to reset a forgotten password.

Note: if you signed up for Emerson.build prior to February 2019, you received a welcome email containing the connection information for your special FTP account, including your account’s password. These credentials will still work. If you no longer have this email saved and have forgotten the account’s credentials, please follow the steps below to set a new one.

  1. Login to your Emerson.build cPanel.
  2. In the black Admin bar at the top of the window, hover over “Manage Your Account“.
  3. Click “FTP Information
Admin bar of the Emerson.build Dashboard, with Manage Your Account menu open to show FTP Information link
  1. Under the “FTP Connection Settings” section, enter your desired password into the “Set Password” field.
  2. Click “Save“.

Getting the required information for your FTP client

Whether you’re connecting to your own server space or setting up an FTP account for someone else to use to connect to your space, you’ll need the same sorts of information to configure an FTP client (username, password, hostname).

Using your special cPanel FTP account
  1. Login to your Emerson.build cPanel.
  2. In the black Admin bar at the top of the window, hover over “Manage Your Account“.
  3. Click “FTP Information“.
  4. The information you’ll need is listed under “FTP Connection Settings“.
Creating a new, additional FTP account
  1. Login to your Emerson.build cPanel.
  2. Under the “Add FTP Account” heading, enter the following:
    • The new account’s username in the “Log In” box.
    • A password for the account in both Password fields.
      • Alternatively, click the “Password Generator” button to have one generated for you.
      • The “Strength” line will indicate how secure the password you’ve entered is. 
      • Note: you will need to save this password somewhere secure. If you lose the password in the future, you will need to set a new one from this page.
    • By default, the new FTP account will have limited access only to a directory with the same name as the account you’re creating.
      • You can change this to a different directory, if you want to grant this account access to a different location.
    • You can enter a quota limit for this account or leave it as the default (unlimited). You can change this at any time after the account’s been created.
  3. Click “Create FTP Account” when you’re done.
  4. You’ll see the new account appear in the list under the “FTP Accounts” heading.

Note: If you set this account up to provide access to someone else, you will need to send them the username, password, and server information.

Using an additional FTP account

After an FTP account has been created, you can find the connection information by following the instructions below:

  1. Login to your Emerson.build cPanel.
  2. Click “FTP Accounts” under the “Files” section.
  3. Scroll to the “FTP Accounts” heading.
  4. Click “Configure FTP Client” to get the username and server information for the account.
    • If you need to set a new password, you can do so on this screen.
    • Alternatively, if an FTP account is no longer needed, you have the option to delete it.

Configure FTP in Your FTP Client

Below are links to tutorials for setting up both FileZilla and CyberDuck to connect to your FTP account. If you’re using a different client, please check that client’s documentation site.