Harvard Historical Society
Admin documentation
General Information
Dos and Don'ts
How to...
For Proofreaders and Authors, you can restrict editing access to their own posts and/or Specific posts.
WP-admin -> Users -> Edit user -> PMB User Settings
NOTE: This is NOT a security feature, there is an easy way around it. The only thing it does is hide the edit/review buttons for posts they are not supposed to edit.
Preparing a NEW website
If you are duplicating into a new website, prepare it as follows:
- Create the new target WP website
- WARNING: If you import into a brand new site, make sure you check the site’s URL in WP settings BEFORE importing, including whether it is HTTP or HTTPS!
If you forgot, you will have to fix the following potential issues:- References to images and other links might be wrong
- Links for pictures and other might be wrong
- JSON files (e.g. Looper Providers) might have the wrong URLs in it.
- …
You will find them in WP settings -> General
- Delete all plug-ins and keep only one theme (Twenty Twenty-one)
- Install and activate the migration plugin (Duplicator Pro, All-in-One,…)
Preparing an EXISTING website
- Save Comments! As they will be overwritten.
- Export (Migrate) the Duplicator PRO settings
Exporting
Export the site you want to duplicate or use a recent backup.
Exporting the current site
If you don’t want to use a recent backup, you can run one of the scheduled ones to get the current version of the site.
Using a recent backup or the one you just made
- You will find these in Duplicator Pro Packages:
- Download the Archipe (zip) file (can take a while…)
Importing
Import the file using Duplicator Pro -> Import.
After duplicating
Staging to Published
- Change settings as needed:
- Uncheck “This is a staging site”
- Uncheck “Lock site…
- Enable/disable editing
- WPforms:
- If any, update all absolute links in confirmations
- If any, check the email addresses
- In the footer, reset the link to the staging site
- Restore the Duplicator Pro settings
- Enable Google Analytics
- Restore the Comments
- Change the WP color scheme of the users if needed.
Published to Staging
- Change settings as needed:
- Check “This is a staging site”
- Check “Lock site…
- Enable/disable editing
- WPforms:
- If any, update all absolute links in confirmations
- If any, check the email addresses
- Restore the Duplicator Pro settings
- Disable Google Analytics
- Change the WP color scheme of the users if needed.
All cases
WARNING: After import of the site, check the following:
- All duplicator settings must be redone, they aren’t duplicated!
If you saved the settings before updating the site with the Staging version,
You only have to import these saved settings. - If you did not, or this is a new site, you have to migrate the settings and update them manually:
- Use Migrate Setting to export (save) the settings:
- Then import the settings to the updated or new site, then
- Update the STORAGE locations
- Also rename the schedules (useful for email messages)
- Paypal buttons use absolute links. Must be updated in Paypal (https://www.paypal.com/donate/buttons)
Problems...