[wordpress插件] CiviCRM WordPress Member SyncCiviCRM WordPress成员同步

1. Extract the plugin archive
2. 提取插件存档

3. Upload plugin files to your /wp-content/plugins/ directory
4. 将插件文件上传到您的 / wp-content / plugins / 目录

5. Make sure CiviCRM is activated and properly configured
6. 确保已激活CiviCRM并对其进行了正确配置

7. Activate the plugin through the ‘Plugins’ menu in WordPress
8. 通过WordPress中的“插件”菜单激活插件

The first thing to decide is whether you want CiviCRM WordPress Member Sync to synchronize CiviCRM Memberships to WordPress Roles or WordPress Capabilities.

要决定的第一件事是您是否希望CiviCRM WordPress成员同步将CiviCRM成员资格同步到WordPress角色或WordPress功能。

If, for example, you need your WordPress user roles to be independent of membership status, then choose Capabilities.

例如，如果您需要WordPress用户角色独立于成员身份状态，则选择功能。

The default synchronisation method is Capabilities, because WordPress has limited support for multiple roles.

默认的同步方法是“功能”，因为WordPress对多个角色的支持有限。

New in version 0.4.2

0.4.2版中的新功能

If you have a large number of Membership Types, you can add the following code to your wp-config.php file:

如果会员类型数量很多，可以将以下代码添加到 wp-config.php 文件中：

define( 'CIVI_WP_MEMBER_SYNC_MULTIPLE', true );
  define（'CIVI_WP_MEMBER_SYNC_MULTIPLE'，true）;
 
This will allow you to select multiple Membership Types when adding an Association Rule.
这将允许您在添加关联规则时选择多个成员资格类型。
When saved, one Rule will be created for each of the selected Membership Types.
保存后，将为每个选定的成员资格类型创建一个规则。
This could save a lot of time in setting up your Association Rules.
这样可以节省大量时间来设置关联规则。
Thanks to Foxpress Design for funding this upgrade.
感谢 Foxpress Design 为此次升级提供资金。
Working with Capabilities
使用功能
Visit the plugin’s admin page at “Settings” –> “CiviCRM WordPress Member Sync”.
在“设置”->“ CiviCRM WordPress成员同步”上访问插件的管理页面。
Select “Capabilities” as the sync method
选择“功能”作为同步方法
Click on “Add Association Rule” to create a rule.
单击“添加关联规则”以创建规则。
You will need to create a rule for every CiviCRM membership type you would like to synchronize.
您将需要为要同步的每种CiviCRM成员资格类型创建一个规则。
For every membership type, you will need to determine the CiviMember states that define the member as “current” thereby granting them the appropriate WordPress capabilities.
对于每种会员类型，您将需要确定将会员定义为“当前”的CiviMember状态，从而为他们授予适当的WordPress功能。
It is most common to define “New”, “Current” and “Grace” as current.
最常见的是将“新”，“当前”和“宽限期”定义为当前。
Similarly, select which states represent the “expired” status thereby removing the WordPress capabilities from the user.
同样，选择哪些状态代表“过期”状态，从而从用户删除WordPress功能。
It is most common to define “Expired”, “Pending”, “Cancelled” and “Deceased” as the expired status.
最常见的是将“过期”，“待处理”，“已取消”和“已故”定义为过期状态。
“Current Status” adds a “Membership Capability” to the WordPress user, while “Expired Status” removes the “Membership Capability” from the WordPress user.
“当前状态”向WordPress用户添加“会员能力”，而“过期状态”则从WordPress用户删除“会员能力”。
This capability will be of the form “civimember_ID”, where “ID” is the numeric ID of the Membership Type.
此功能的形式为“ civimember_ID”，其中“ ID”是成员资格类型的数字ID。
So, for Membership Type 2, the capability will be “civimember_2”.
因此，对于会员类型2，功能为“ civimember_2”。
Note: If you have the “Groups” plugin active, then all “civimember_ID”
 注意：如果您具有“ 组”插件处于活动状态，则所有“ civimember_ID”
capabilities will be added to its custom capabilities as well as to the list of capabilities used to enforce read access on posts.
功能将被添加到其自定义功能以及用于强制发布帖子的阅读权限的功能列表中。
If you have Groups 2.8.0 or greater installed, then you will have the option to specify one or more “current” and “expired” groups to which users will be synced depending on whether their membership is “current” or “expired”.
如果您安装了Groups 2.8.0或更高版本，则可以选择指定一个或多个“当前”和“过期”组，根据其成员身份是“当前”还是“过期”，将用户同步到这些组。 
Note: If you have the “Members” plugin active, then the “restrict_content”
 注意：如果您具有“ 成员”插件处于活动状态，则“ restrict_content”
capability will also be added.
功能也将被添加。
An additional “Membership Status Capability” will also be added to the WordPress user that is tied to the status of their membership.
还将向WordPress用户添加一个附加的“会员资格功能”，该功能与其会员资格相关。
This capability will be of the form “civimember_ID_NUM”, where “ID” is the numeric ID of the Membership Type and “NUM” is the numeric ID of the “Membership Status”.
此功能的格式为“ civimember_ID_NUM”，其中“ ID”是会员类型的数字ID，“ NUM”是“会员状态”的数字ID。
So, for Membership Type 2 with Membership Status 4, the capability will be “civimember_2_4”.
因此，对于具有会员状态4的会员类型2，该功能将为“ civimember_2_4”。
Working with Roles
使用角色
Visit the plugin’s admin page at “Settings” –> “CiviCRM WordPress Member Sync”.
在“设置”->“ CiviCRM WordPress成员同步”上访问插件的管理页面。
Select “Roles” as the sync method
选择“角色”作为同步方法
Click on “Add Association Rule” to create a rule.
单击“添加关联规则”以创建规则。
You will need to create a rule for every CiviCRM membership type you would like to synchronize.
您将需要为要同步的每种CiviCRM成员资格类型创建一个规则。
For every membership type, you will need to determine the CiviMember states that define the member as “current” thereby granting them the appropriate WordPress role.
对于每种会员类型，您需要确定将会员定义为“当前”的CiviMember状态，从而为他们授予适当的WordPress角色。
It is most common to define “New”, “Current” and “Grace” as current.
最常见的是将“新”，“当前”和“宽限期”定义为当前。
Similarly, select which states represent the “expired” status thereby removing the WordPress role from the user.
同样，选择哪些状态代表“过期”状态，从而从用户中删除WordPress角色。
It is most common to define “Expired”, “Pending”, “Cancelled” and “Deceased” as the expired status.
最常见的是将“过期”，“待处理”，“已取消”和“已故”定义为过期状态。
With ‘roles’ as your synchronization method, also set the role to be assigned if the membership has expired in “Expiry Role”.
使用“角色”作为您的同步方法，如果“过期角色”中的成员资格已过期，还可以设置要分配的角色。
This is not needed when working with Capabilities.
使用功能时不需要这样做。
It may sometimes be necessary to manually synchronize users.
有时可能需要手动同步用户。
Click on the “Manually Synchronize” tab on the admin page to do so.
单击管理页面上的“手动同步”选项卡。
You will want to use this when you initially configure this plugin to synchronize your existing users.
最初配置此插件以同步现有用户时，您将希望使用此功能。
Note: If you have the “Groups” plugin activated and it is version 2.8.
 注意：如果您已激活“ 组”插件，并且该插件的版本为2.8。 
0 or greater, then you will have the option to specify one or more “current” and “expired” groups to which users will be synced depending on whether their membership is “current” or “expired”.
0或更大，那么您可以选择指定一个或多个“当前”和“过期”组，用户将根据其成员身份是“当前”还是“过期”而与之同步。
Manual Synchronize
手动同步
It may sometimes be necessary to manually synchronize users.
有时可能需要手动同步用户。
Click on the “Manually Synchronize” tab on the admin page to do so.
单击管理页面上的“手动同步”选项卡。
You will want to use this when you initially configure this plugin to synchronize your existing users.
最初配置此插件以同步现有用户时，将需要使用此功能。
Test Test Test
测试测试测试
Note: Be sure to test this plugin thoroughly before using it in a production environment.
 注意：在生产环境中使用该插件之前，请务必对其进行彻底测试。
At minimum, you should log in as a test user to ensure you have been granted the appropriate role or capabilities when that user is given membership.
至少，您应该以测试用户身份登录，以确保在授予该用户成员身份时，已被授予适当的角色或功能。
Then take away the membership for the user in their CiviCRM record, log back in as the test user, and make sure you no longer have that role or those capabilities.
然后删除其CiviCRM记录中该用户的成员身份，以测试用户身份重新登录，并确保您不再具有该角色或那些功能。