Update Smart: Use a staging site!

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Performing theme, plugin and core updates on your site can be intimidating and overwhelming, especially for older and more complex sites with many interconnected plugins – WooCommerce, I’m looking at you! The solution is simple: use a staging site – a private copy of your site where you can safely test updates and resolve problems before your users ever experience an issue. I’ll guide you across a number of ways to create a staging site depending on your specific needs, performing these updates, and then applying these updates to your main site. You’ll leave with a concrete plan for how to set up your own staging site, and will fear the update process far less!

Update Smart:
Use a Staging Site!
Meagan Hanes

What is a Staging Site?
★ ideally on the same server
★ robots.txt/Dashboard set to hide the site from search engines
★ in contrast to your "Production" or "Live" site
a private copy of your site

Why do we use Staging Sites?
★ websites get hacked via non-updated WordPress files
○ plugins, themes, and WP core files
★ but "doing it live" is NOT the best way!
to keep our websites healthy

Why do we use Staging Sites?
★ updates are done without affecting the live site
★ go slowly through updates, actually read update notes
★ test thoroughly without polluting live site’s database
perform updates carefully

Why do we use Staging Sites?
★ if a plugin problem is found, live users are not impacted
○ super important for e-commerce sites & forums
★ eliminates SEO-crippling / BI problems
eliminate mistakes&downtime

How to Create a Staging Site
use a backup plugin
★ use a tool that many sites already have installed
★ bonus: become more familiar with restoring websites
★ BackupBuddy, VaultPress, UpdraftPlus, Duplicator, etc

How to Create a Staging Site
use your web host
★ many web hosts include one-click staging
★ WP Engine, LiquidWeb, Flywheel, Siteground
★ GoDaddy & A2Hosting (Managed WordPress)

How to Create a Staging Site
use a staging site service
★ third-party services like WPStagecoach.com
★ automatically deletes the site after inactivity
★ is not free; does not work with Multisite

How to Create a Staging Site
manually clone the site
★ great opportunity to better understand WordPress
★ copy over all files (WP, plugins, themes, media uploads)
★ export & import your database; replace all URLs

How to Create a Staging Site
create a local site clone
★ use an all-in-one solution like Local by Flywheel
★ 100% private, on your local machine only
★ will likely not be identical to your server

STEP 4
Perform plugin update
on live site
STEP 3
Test each plugin’s
functionality
STEP 2
Perform updates one at
a time on staging site
STEP 1
Identify items with
updates; create update
plan
Website Update
Workflow:
Staging Sites
could also re-migrate entire
website + database

Wise Questions You Should Consider
who’s job is this?
★ who exactly is responsible for making these updates
★ how often will updates be performed
★ schedule this task; be firm with its importance

Wise Questions You Should Consider
should i pay someone else?
★ time = $$$ especially when updates go wrong
★ many maintenance services include daily/weekly backups
★ frees up internal resource for more important work

Bonus Tip: Change Your Dashboard Colours
Live Site Staging Site

Bonus Tip: Nuke It With Fire
★ Common situation with staging sites:
○ “Testing some things out”
○ “Working on new content”
○ “Don’t update it PLEASE!!!111!1”
★ Solution: Company policy regarding staging site deletion
○ Staging may be overwritten at any time sans notice
★ But perform a quick backup regardless

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Update Smart: Use a staging site!

1. Update Smart: Use a Staging Site! Meagan Hanes

2. Has this ever happened to you?

4. The Solution: Use a Staging Site!

5. What is a Staging Site? ★ ideally on the same server ★ robots.txt/Dashboard set to hide the site from search engines ★ in contrast to your "Production" or "Live" site a private copy of your site

6. Why do we use Staging Sites? ★ websites get hacked via non-updated WordPress files ○ plugins, themes, and WP core files ★ but "doing it live" is NOT the best way! to keep our websites healthy

7. Why do we use Staging Sites? ★ updates are done without affecting the live site ★ go slowly through updates, actually read update notes ★ test thoroughly without polluting live site’s database perform updates carefully

8. Why do we use Staging Sites? ★ if a plugin problem is found, live users are not impacted ○ super important for e-commerce sites & forums ★ eliminates SEO-crippling / BI problems eliminate mistakes&downtime

9. How to Create a Staging Site

10. How to Create a Staging Site use a backup plugin ★ use a tool that many sites already have installed ★ bonus: become more familiar with restoring websites ★ BackupBuddy, VaultPress, UpdraftPlus, Duplicator, etc

11. How to Create a Staging Site use your web host ★ many web hosts include one-click staging ★ WP Engine, LiquidWeb, Flywheel, Siteground ★ GoDaddy & A2Hosting (Managed WordPress)

12. How to Create a Staging Site use a staging site service ★ third-party services like WPStagecoach.com ★ automatically deletes the site after inactivity ★ is not free; does not work with Multisite

13. How to Create a Staging Site manually clone the site ★ great opportunity to better understand WordPress ★ copy over all files (WP, plugins, themes, media uploads) ★ export & import your database; replace all URLs

14. How to Create a Staging Site create a local site clone ★ use an all-in-one solution like Local by Flywheel ★ 100% private, on your local machine only ★ will likely not be identical to your server

15. Update Workflow with a Staging Site

16. STEP 4 Perform plugin update on live site STEP 3 Test each plugin’s functionality STEP 2 Perform updates one at a time on staging site STEP 1 Identify items with updates; create update plan Website Update Workflow: Staging Sites could also re-migrate entire website + database

17. Wise Questions regarding Staging Sites

18. Wise Questions You Should Consider who’s job is this? ★ who exactly is responsible for making these updates ★ how often will updates be performed ★ schedule this task; be firm with its importance

19. Wise Questions You Should Consider should i pay someone else? ★ time = $$$ especially when updates go wrong ★ many maintenance services include daily/weekly backups ★ frees up internal resource for more important work

20. Bonus Staging Site Tips

21. Bonus Tip: Change Your Dashboard Colours Live Site Staging Site

22. Bonus Tip: Change Your Dashboard Colours Live Site Staging Site

23. Bonus Tip: Nuke It With Fire ★ Common situation with staging sites: ○ “Testing some things out” ○ “Working on new content” ○ “Don’t update it PLEASE!!!111!1” ★ Solution: Company policy regarding staging site deletion ○ Staging may be overwritten at any time sans notice ★ But perform a quick backup regardless

24. Speak or Attend WordCamp Ottawa 2019! July 13-14, 2019 @ Carleton University 2019.Ottawa.WordCamp.org

25. Update Smart: Use a Staging Site! Meagan Hanes

Update Smart: Use a staging site!

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