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Dont Break Live lightning talk

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Don't Break Live: Using a Staging Site for WordPress Updates

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Dont Break Live lightning talk

  1. 1. DON’T BREAK LIVE USING A STAGING SITE FOR UPDATES
  2. 2. JAMIE SCHMID • COMMUNITY EVANGELIST @SITELOCK • FREELANCE DESIGNER AND DEVELOPER • CONTENT ENTHUSIAST • PROUD CAT MOM IN PORTLAND, OR @JAMIESCHMID @SITELOCK
  3. 3. WHAT IS A STAGING SITE? A PRIVATE COPY OF YOUR SITE FOR TESTING UPDATES, NEW FEATURES AND CHANGES, QA CHECKS, ETC STAGING LIVE
  4. 4. YOU KNOW YOU NEED TO KEEP YOUR SITE UPDATED. But making updates on your live site is scary and dangerous. Things can and will break.
  5. 5. HOW DOES A STAGING SITE WORK? STAGING LIVE 1. Make an exact duplicate of your live site 2. Run updates, test new plugins or themes, do QA 3. All good? Push those changes to the live site
  6. 6. 1. Changes can include both physical files and database changes 2. Databases are hard to synch! 3. WordPress uses static URL’s and serialized data 4. Images need both a database
 entry, and a physical file 5. Etc, just trust me WHY IT’S NOT THAT EASY:
  7. 7. 1. You need to make a replica of your site. 2. You need to put it someplace so it can run as a website 3. You need to get those
 changes to your live site WHAT IS REQUIRED?
  8. 8. DOING THE THINGS
  9. 9. AUDIT YOUR SITE Caching? What is the size of your site? Any automations on the site: auto emailers? ?! ! How busy is your site? Will you potentially be overwriting orders, comments, a/b testing results Are you using version control (git?) Get familiar with your hosting! company, service level, access.
  10. 10. WHAT ARE YOUR OPTIONS? Hosting 1-Click Staging Use a Plugin Standalone Site: subdomain/subfolder Local with a push to Staging/push to Live Advanced Developer Workflow
  11. 11. HOSTING 1-CLICK-STAGING The easiest & fastest solution! The most expensive (in $) solution Your host needs to offer it PUSH TO LIVEPUSH TO LIVE
  12. 12. WP-ENGINE 1 CLICK STAGING IN THE WP ADMIN
  13. 13. SOME HOSTS THAT OFFER
 1-CLICK STAGING WPEngine Siteground Pressable Cloudways Flywheel Kinsta Godaddy SiteDistrict ..and more!
  14. 14. USE A PLUGIN WP Staging: free in the repo Creates a duplicate site inside your live site via subdomain Migrates to your live site
  15. 15. WP STAGING
  16. 16. STANDALONE SITE:
 SUBDOMAIN/SUBFOLDER Make changes locally and push to your remote staging Ensure all is working as expected Make those same changes again on live OR push to live
  17. 17. LOCAL WORDPRESS SITE Make changes on local site Ensure all is working as expected Make those same changes again on live or push to live
  18. 18. RUNNING YOUR SITE ON YOUR OWN COMPUTER, USING SOFTWARE THAT ALLOWS YOUR COMPUTER TO RUN AS A SERVER. WHAT IS A LOCAL SITE? 127.0.0.1
  19. 19. WORDPRESS LOCAL DEVELOPMENT DESKTOPSERVER LOCAL BY FLYWHEEL
  20. 20. REPLICATING, MIGRATING, SYNCHING CHANGES Replicate: Perform the same changes you did on Staging, to live Migrate: An automated process that overwrites files or database content Synch: An advanced process that checks for changes on both sides, and resolves them into one
  21. 21. MIGRATE May require URL, config, etc changes Partial overwrites are more complex Duplicator, Backup Buddy, All-in-One WP Migration, UpdraftPlus DesktopServer Direct Deploy
  22. 22. DUPLICATOR
  23. 23. SYNCHING The most complex If you have a perfect solution for this please tell me, please tell us all WPMigrateDB, WPSiteSynch
  24. 24. WP SITE SYNC
  25. 25. 1. Make a schedule for doing updates 2. Use a service to track updates 3. Make all updates on staging first 4. Never break live again! A RECIPE FOR SUCCESS
  26. 26. BONUS CONTENT!
  27. 27. WHEN EVALUATING YOUR OPTIONS THINGS TO CONSIDER…
  28. 28. How much time and resources do you have for maintenance? What is your budget? Remember: time saved = $$ saved How often will you check for core, theme and plugin updates? Often! Check for outdated plugins. How often will you perform the updates? Schedule them! Who is performing the updates? Assign them! ASK YOURSELF:
  29. 29. ASK YOURSELF: How many sites do you have to manage? Do you have multiple people who need to verify changes before it can go live? How technical is your situation? Is your site in version control? How busy is your live site? Popular ecommerce sites may be continuously processing tractions or writing sessions.
  30. 30. EXAMPLE WORKFLOWS A COUPLE’A…
  31. 31. ONE CLICK STAGING 1. Pick a host with one click staging, like WP Engine 2. Confirm user rules: never update live, never add new features to live, never add new content to live 3. Create an updates schedule. Include monitoring reports 4. Pull live to staging 5. Make changes 6. Push staging to live
  32. 32. DUPLICATION IN-SITE 1. Use the WP Staging plugin 2. Create a duplicate inside your live WP install 3. Make your changes to the duplicate 4. Push to live
  33. 33. SUBDOMAIN STAGING 1. Create a subdomain on your main site 2. Duplicate your site into it using the WP All-In-One Migration plugin or Updraft Plus Migrator 3. Make changes 4. Migrate to live with a migration plugin OR replicate changes manually on live
  34. 34. LOCAL STAGING SITE 1. Import an archive of your live site using Duplicator 2. Install DesktopServer 3. Import live site archive to run site locally 4. Make changes 5. Push to live using Direct Deploy OR make changes manually to live
  35. 35. CREATE A WORKFLOW THAT WORKS FOR YOU.
  36. 36. THANK YOU! @JAMIESCHMID @SITELOCK
  37. 37. QUESTIONS?
 SEE ME AFTER THIS OR AT THE AFTERPARTY!
 OR ON TWITTER! Full talk slides: tinyurl.com/staging-site-talk Blog posts: https://www.sitelock.com/blog/?s=staging These slides: tinyurl.com/staging-lightning-talk @jamieschmid

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