TITAN CMS - Export/Import Recommendations

Webmasters will now be able to export 5.8 version Globes, Pages, Events and Products from a 5.8 workstation to another 5.8 workstation.

  1. For the best results, Import in the following sequence:
    1. Product Database
    2. Event Database
    3. File Pile
    4. Globe
  2. In the Titan Administration module, add the Primary Display DNS for the Imported Globe. This is required before the website will display. 
  3. Prior to Export & Import, review both workstation's Account Configuration. The Export and Import Workstation's Account Configuration needs to match for the Login and Registration blocks to work the same. If the Export or Import is different, the imported Login and Registration blocks will not automatically work the same.
  4. Security Changes are a manual step. Example, the security on file folders used on the display side for Upload block or File Upload block, would need to be added.
  5. Manually set the DocId's for the default on your new Globe Site. DocId's will be different between import and export. Example of Defaults: photo & files, calendar & events, default login, default registration, etc.
  6. After importing a section of the tree, verify the Segmented Search is pointed to correct index and style, etc. Segmented Search in a Full Globe import should result ok but a subtree import may need to be manually changed. See next Tip.
  7. After Import of Full Globe, review the Search Index in the Titan Administration module. Since it's unknown if dtSearch will be an option in the destination environment, it automatically gets defaulted to Metadata. Metadata doesn’t require reindexing tasks to be scheduled.
  8. Imported Block Tips:
    1. Product - *Manually Edit block and re-select Source
    2. Calendar - *Manually Edit block and re-select event database
    3. Filter - *Verify Active Tags in Export-Import if configured in block.
    4. Event Upload - *Manually Configure security on file pile folder where events will be stored that are uploaded from the display side.
    5. File Upload - *Manually Configure security on file pile folder where files will be stored that are uploaded from the display side.
    6. Form Editor - *No prior form entries will be imported from export
    7. Login - *Prior to import, verify Configure Acct Config in import instance is the same as export file so block will import similar to export.
    8. Registration - *Prior to import, verify Configure Acct Config in import instance is the same as export file so block will import similar to export.
    9. Page Share - *This should be OK as long as page being pointed to is part of export/import.
    10. Photo - *Recommend to import file pile with images before globe/pages.
    11. Search Results - *Search index will work for full globe export but manual connection needed for section import.
    12. Segmented Search - *Content link to the segmented block works. Search index will work for full globe export but manual connection needed for section import.
    13. Site Map - *No special handling between Export - Import.
    14. TOC - *No special handling between Export - Import.
    15. What's New - *No special handling between Export - Import.
    16. FAQ - *No special handling between Export - Import.
    17. Freeform - *No special handling between Export - Import.
  9. Custom Block Import Notes:
    1. Your IIS applications will restart when new DLLs are added to the system.
    2. File updates will be made to the Workstation directories. If your display does not share this directory, you will need to manually sync your display.
    3. Review Process:
      1. Status - Waiting for DLL Copy.
      2. Message - Finish.
      3. The Titan Workstation will close and you will need to Login again.
  10. Imported items will not keep their previous workflow status. If failure occurs during import, status could result as Save instead of published.
  11. When Importing at the "Start-Dashboard" level, the items in the Titan Component Installer list will only list out “whole globe” files. Whole Globe includes: Globe, File Pile, Events Database, Product Database.
  12. After Import completes, user will automatically land on Start-Dashboard and not at section of import. User is expected to navigate to where the import was placed.
  13. Imported items that are created for the first time will always get “today’s” date as the start date. Start Date is found in properties.
  14. Full Site (export ck system config) - A new Tag will be created in Titan Admin if the Tag didn’t already exist in Titan Admin. If created, all of its attributes are also created.
  15. Full Site (export ck system config) - A Tag that already existed in Titan Admin will have its attributes updated in Titan Admin.
  16. Full Site (export ck system config) - A new C&R template will be created in Titan Admin if it doesn’t already exist in Titan Admin.
  17. Full Site (export ck system config) - A C&R template that already exists in Titan Admin will be overwritten.
  18. Import C&R - With “overwriting”, the assignment shouldn’t change, just the content in the template.
  19. Import C&R - With "overwriting", previously submitted comments shouldn’t be removed. If they display on site, they should display on imported site.
  20. Section Import in the Titan Component Installer:
    1. Zip file for files will display for Files only
    2. Zip file for Event folders will display for Events only
    3. Zip file for Product folders will display for Products only
  21. If user has the tree item selected the Export/Import icons become enabled.
  22. If user has the item checked in browse screen, with or without the include children checked, the Export/Import icons do not become enabled.
  23. Page Layouts - Full Exports the names of the layouts from the source instance, map them to layouts with the exact same name in the destination instance. If no match it should inherit the setting from the item in the tree where you import to.
  24. Page Layouts - Section New items imported inherit the page layout of the parent node, system trys to map to correct layout.
  25. After export zip file is uploaded, the file will be unable to be deleted through the Titan Component Install "All Components" screen.
  26. After selecting "Add to Install" you may "Remove from Install".
  27. You may select more than 1 zip file to Install, processing will be one file at a time. The next file will kick off after the 1st file has finished. Wait until the "Installation Complete" is listed to Close.
  28. How to update page section - create export zip file with changes, place cursor where to add (at parent node of section), upload zip file and run - select option "update what matches and create new of what doesn't exist".
  29. If system config Tag, or C&R are not checked, they will not be included in zip file.
  30. If system configure Tag or C&R are checked but not active in section, they will not update.  You may manually Activate and they will show up with out running zip file again.  Verify assignment is as desired.
  31. If you find a URL incrementing (adds a number to make unique), clean out recycle bin so the deleted pages do not impact the tacking on of a numeral to make URL unique.
  32. In the messages, there will not be a warning message for the system defined C&R templates, there will only be a message for the custom ones.
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