Setting Up an Advanced Subsite for Regular CMS Users

Homepage Page Template

• Go to Page Templates, Change the “Homeapage – City Library” PAGE TEMPLATE from _Default Content Group to Library Content Group
• Go to Homepage, click Edit Homepage
• On Page Details, Change Content Group of HOMEPAGE itself from _Default to Library

Workflow Set Up

• Add Custom Content 1-step or 2-step approval for the relevant Adv SS Content Group
• Go to Custom Content
• Change Content Group of all Adv SS custom content to relevant CG

CMS User Accounts

• Set up Security Role “Homepage Edit Permissions”

Send clients the following:

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To grant Vision working access to Google Analytics, please follow these steps:

1. Login to Google Analytics
2. Click the "ADMIN" gear at the lower left
3. Under "ACCOUNT" click "User Management"
4. Under "Add permissions for:" enter our email address: visioninternetsearch5@gmail.com
5. Change the dropdown from "Read & Analyze" to "Edit"

Quick video: https://www.screencast.com/t/6U8aoU3xld

THE PROBLEM

Sometimes, in Firefox*, InVision never loads your list of projects. Instead the loading animation spins interminably.

THE CAUSE

Something is wrong with the cache. You can confirm this in Firefox by opening a New Private Window, then logging into InVision.

Does the problem still occur? If not...

THE SOLUTION

Open Firefox History (Ctrl+H), right-click an InVision page, and choose "Forget About This Site"

The next time you go to InVision, projects should load as normal!

* Note: Chrome has been observed with this issue as well. But Chrome History unfortunately lacks a "Forget About This Site" option.

visionSearch minimum server requirements for up to ~5,000 pages/items:

Processor: 4 cores (2.6 GHz)
Storage: 10GB per 5,000 pages/items
Memory: dedicated 5GB (add 2GB for each additional block of 5,000 pages/items)
- If visionSearch is running on the same server as visionCMS, then you need at least 5GB (visionSearch) + 8GB (visionCMS) = 13GB RAM
- If visionSearch is running on its own server, 5GB RAM should be sufficient

This information is included within the contract, however it is important to let the client know that the following is not transferred via the script. Usually it is best to notify the client early on (Consulting phase).

• Forms
• News (Blog View)
• Link Library
• Newsletter
• Photo Album (Flash View)
• Weather Forecast (Replaced by Yahoo! Weather)
• Custom Scipts
• Customizations

 

Owner: PM
Resources: PM
Notes: IT launch checklist

Lessons Learned:

• If a client wants online payments, they need an SSL certificate, which doesn't typically work until after the site has launched.

Owner: PM
Resources: PM
Notes: Coordinate with IT and create ticket in BTNET. Refer to sheet 3-SL01 Site Transfer in the Project Profile. 

Lessons learned: 

• Make sure to always provide IT with client's domain(s) in the site transfer ticket
  • Technical background: Our webserver configuration uses host headers to direct traffic to the correct website on the server. Every time a user tries to load a website, it sends a request to the server and says “I want something for the website example.com”, so we need to set our server to direct example.com to the correct website. If that doesn’t get setup, their domain will not resolve to their website and will produce a 404 error.
• Specify if www should work or not

Milestone: XM3-4
Owner: PM
Resources: Accounts
Notes: PM receives website prototype and notifies accounts for billing

Lessons Learned:

• Make sure you have a list of the customizations on the old CMS and find out whether they are doable on the new CMS before going to implementation (upgrades only)

Owner: PM
Resources: PM, Content Migrator

Lessons Learned:

• Ask clients if they have any large documents (30+ MB). Document central can't be used for files this size.

Owner: PM
Resources: PM
Notes: Set up FTP, Dropbox, or other preferred method

Lessons Learned:

• Make sure the client doesn't have an existing FTP that hosts minutes/agendas/other documents
• If possible, avoid using a method the client hasn’t used before