Migration process

1. University Communications will contact the site managers when their sites are ready to be migrated. They will meet with site managers and site editors to discuss:

• site content, menus and layout
• whether or not many sites will be merged into one
• who should have access
• training
• and the migration time line. 

2. University Communications will work with site managers and editors to move the content into the new site. 
3. Site managers will review the site.
4. Training - Web Services will schedule a training session if desired or site managers can use these training materials:

• Canvas training: https://instructure.charlotte.edu/enroll/BWDH98

• Website Knowledge Base: https://services.help.charlotte.edu/TDClient/33/Portal/KB/ArticleDet?ID=4448

5. After the site has been reviewed, site managers will schedule Go live with Web Services (see section below). 

Information about our Web Environment:

For information on the new components and when they should be used, please see the Web Creator Guide. 

What has changed between the old system and our new WordPress Environment: Differences Between the Old WordPress and the New WordPress Environment.

University Policy 302 on Website Standards

Google Analytics 

When sites go live, they will each have Google Analytics enabled. That way web traffic and statistics are tracked. If you don’t already have access to see the analytics for your site, you can put in a help desk ticket and request it.

How to get help

All requests for help need to be submitted to the helpdesk. That way we have a record of the request and can better track our work. Please refrain from contacting a member of Web Services via email directly for new requests. 

1. To put in a request go to: https://help.charlotte.edu 

2. Click on Submit a Help Ticket

3. Fill out the fields. 

4. For Help Issue Category choose Web Services. 

5. Add a short description.

Make sure to include the url of the site or page. Also include the details of your issue. The more information we have, the easier it is to help you. Also Include that the ticket should go to Web Services which will help assure that it is assigned to us.

Training

Web site training is encouraged for new site managers and editors.

• To schedule a training session:

  • Put in a ticket at https://help.charlotte.edu. Click on Submit a Help Ticket

  • Fill out the fields. Select Web Services for the Help Issue Category.

  • Add Website Training for the short description.

  • In the Description field include the url of the site(s) and the NinerNET ID’s of the people who should be included in the training session.

  • Training sessions generally take 2 hours. 

  • Scheduling the training is easier if their calendars are up to date.

In addition to training sessions, we have several options for you to get help editing your website. 

• We have training videos and written documentation for you to use at your convenience. 

  • Canvas training: https://instructure.charlotte.edu/enroll/BWDH98

  • Website Knowledge Base: https://services.help.charlotte.edu/TDClient/33/Portal/KB/ArticleDet?ID=4448

• We also will have training materials built directly on your site. If you need help on a component. Click on that component and then look at the right sidebar for help using that component

Go-Live Process

1. When the site is ready to go live, the site manager should get approval from University Communications. They can be contacted at: ucomm-web-group@charlotte.edu

2. Once approval is received, put in a helpdesk ticket to Web Services

   1. Include the stage site url (the site that should be taken live) and what the live url should be. 

   2. Include the go live date. 

3. Web Services Team requires 1 week lead time to take sites live. So be sure to put your ticket in at least one week BEFORE you want the site to go live. 

4. If you have more than one site going live at the same time, they can all be included in the same ticket. 

5. During the go live process the current live site will NOT go down. But you will lose access to edit the staging site. 

6. Web Services will notify you AFTER the site is live.

Please note: All sites will periodically be reviewed for content refresh and traffic numbers.