Customer Portal

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    cjamerlan
    test environment for changes?
    Topic posted November 14, 2008 by cjamerlan Green Ribbon: 100+ Points, last edited October 29, 2011 
    1184 Views, 5 Comments
    Title:
    test environment for changes?
    Content:
    Hi, I am in the process of updating the look and feel of our Customer Portal.  Is there a way I can make changes so that it is in test mode and not visible on the live site?

    Comment

     

    • monique perkins

      Your code - html,  javascript, and php are changed in the development environment only.  These will not be seen by the public.

       

      If you make changes in the assets folder - css and images - these are shared between production and development and your changes will be immediately seen.   If you want to test changes to assets then copy your asset(s) to a new name, use these in development, then when you deploy you will see the new assets.

    • cjamerlan

      thanks for the quick reply...I am however, unfamiliar with the development environment. 

       

      I am managing the end user files through the System Confirguration/File Manager module of the Right Now CRM.  I do not see an option to promote to production.  Please advise.

       

      Thank you,

      Charles

    • monique perkins

      1 - you don't manage your Customer Portal files through filemanager - you set up webDAV and use that

      2 - to deploy the files to production there is a utility in the administration->common console

      3 - to look at your development pages you need to have webDAV permissions (in your administration profile) and then go to the page http://{site}/ci/admin and click on development.

       

      Customer Portal setup is MUCH different than the classic pages.  I recommend you download the materials that desribe how to set up your development environment here.

    • kathyj
      We have our developer making changes in the development area using webdav.  But he is wondering how he can check the changes and see if there is any negative affect on business rules or logic and the console prior to putting it into production.  Is there a way to do that?
    • Leif Wickland
      kathyj,

      Really the only way to do that is to have a test site or interface. CP doesn't sandbox the rules or database.