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titleWant this feature?

This feature Deploy Content is a CV ecommerce multisite content management feature. It can also be used with Content Lock to remotely send locked content to target sites. Implementation requires consultation with Commerce Vision. For sites on 4.38+.Source and target sites must be on the same version (min. 2022.3).

CV: 105298

Overview

The Deploy Content feature allows CMS administrators to publish content from one CSS website to other CSS websites in their network. Once implemented, administrators can enable/disable the feature as needed. Target remote management and source control of specific content on one or more sites in your organisation. The Administrator and Content Administrator roles can select destinations ('target sites') and copy over' content while in the CMS of their own site ('source site'). NOTE - For successful deployment, source and target sites must be on the same version as the deploying site to be valid. 

What can be deployed?

  • Lockable objects that are in locked status
    • Pages and templates
    • Layouts
    • Articles
    • Banners
    • Widgets
    • Campaigns
  • Uunlocked status of a lockable object
  • Unlockable objects
    • Product details
    • Category details
    • Role settings
    • Section menu items
ExpandtitleClick here for object type deployment conditions.




About Deployable Content

When you deploy content, you're copying over one or more saved data objects ('items') from the site you're on to another site. A deployable content type is just a content data group that you can use with this feature. Of course, not all content can be deployed. We've identified those content data groups that multisite organisations often want to reuse on their different sites. In general, all deployable content types contain propriety data - created by, for or are otherwise meaningful to your organisation in some way.    



Deployable content types are almost always structured and accessed by way of the CMS navigation menu. Below, they are highlighted in yellow. (NOTE - Not all submenu items are deployable.)

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Deployment & Content Locking 

A content type also has another feature variable. Its data items can either be lockable or non-lockable. Lockable Items are deployed in locked status so that they cannot be edited or deleted on a target site - by any CMS user. Lockable content types typically contain data a business or head-office wants to maintain control of. Other content types are non-lockable. This means the source site can deploy content that CMS users on target sites can edit and/or delete.    

Lockable Items

When deployable? only when both the Deploy Content and Content Lock features are enabled on the source site. NOTE - If a locked item is deployed to a target site with Content Lock disabled target sie, it will be unlocked. This means it can be edited or deleted by users there (if their roles allow it).   


These are the lockable content types. 

A lockable item can only be deployed when in locked status.

For more on content locking, see: Content Lock.

Non-lockable Items

When deployable? when the Deploy Content feature is enabled on the source site.

These are the non-lockable content types.  


Tip
titleLooking for a content type specific guide?

For a guide on how Content Lock & Deploy Content works with a specific content type, click on the content type. 


Content Type Deployment Rules

General Rules

Deployment rules are there to maintain integrity of deployed data on a target site. 

  1. Deployment to a target site will be cancelled if a data item is not found.
  2. The deployment process will fail if an item is in draft mode (when Page Preview is on).

Content Type Rules

Each content type also has specific conditions of deployment.  

Expand
titleHere is a quick guide...


TypeWhat is deployable?Conditions
Pages & Templates
  • all content and whole page or specific objects in existing pagesall content and
  • whole page or specific objects in new pages
  • all content and whole page or specific objects in draft pages (if Page Preview on)

Note - when a whole page is deployed, any deleted objects will also be deleted on destination sites. 

  • saved
  • lockedlocked 
Widgets
  • changes to existing widgets
  • new widgets added to a zone
  • draft widgets (if Page Preview on) 
  • saved
  • locked
Zones
  • all content and objects in a zone
  • locked
Layouts
  • changes to existing layouts including custom layouts   
  • saved
  • locked
Campaigns
  • new campaigns
  • updates to existing campaigns
  • saved
  • locked
Banner Types
  • changes to existing banner types
  • new banner types
  • locked
Banners
  • changes to existing banners
  • new banners
  • saved
  • locked
Article Types
  • changes to existing article types
  • new articles types
  • saved
  • locked
  • SEO details on both sites match
Articles
  • changes to existing articles
  • new articles
  • saved
  • locked
Section Menus
  • changes to section menu items
  • new section menus
  • non-lockable
Roles
  • changes to role settings
  • new roles
  • non-lockable
  • saved
Menus
  • changes to menu settings and items
  • new menus
  • non-lockable
  • by Role
  • saved
For more on locking, see: Content Lock.
Category
  • online-maintained details and settings only
    • changes to existing category information
    • new and existing sub-categories (only if top category exists on destination site)
    • category structure (only if top category exists on destination site)
    • category products (only if top category exists on destination site)
  • non-lockable
Product Details
  • Online-maintained product details
  • non-lockable
Product Features
  • Any new or existing features
  • non-lockable





Panel

On this page:

Table of Contents


Start Deployment

Deploy Rules

Deploy rules are there to maintain content integrity on linked sites. 

  1. Deployment is cancelled if edited object is not found.

Step-by-step

Enable/disable Deploy

In the CMS, go to Settings SettingsContent Linked Sites.
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Toggle ON/OFF Linked Sites.
When enabled, Deploy buttons or links will display for deployable objects. (NOTE - For Role and menu deployment, see: Deploy Role and menus.) 
Deploy disabled                                                                   Deploy enabled
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Add linked sites

Sites that share an organisation Id are treated as in a network. You may not always want to deploy a set of changes to all available sites. What sites a deployment instance can select from is set in Feature Settings.

To add sites that content can be deployed to:

Go to Settings SettingsContent Linked Sites.
Click Configure.
  • Scroll down to the Sites section.
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  • Toggle on one or more sites from the available sites.
  • Click Save.
  • Deploy lockable objects

    The contents of a lockable object must be in locked status to be deployable. if unlocked, only the unlock status is deployed. This is used to allow users on linked sites to edit content. You'll know when an object is deployable by the displayed Deploy button or link under Options. If your site uses Page Preview and an object is deployed before Publishing, it will be deployed in the Draft mode.

    Go to the locked object. 
    Locate the Deploy button and click it.
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    In the Deploy modal, select individual objects to deploy or toggle Select All.
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    Click the Next button.
    Select one or more available deployment sites.
    Image Removed
    Click Next.
  • Check the summary of items to be deployed.
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  • To confirm deployment, click Deploy.
    Check the deployment results. NOTE - The result for each individual site is displayed separately. 
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    You can check the deployment details for more information. On the Results modal, click the link.
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  • Check the deployment details. You can enter notes about the deployment. 
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  •   

    Deploy non-lockable objects

    Non-lockable objects need additional setting to be enabled for deployment.

    To deploy a non-lockable object:

    In the CMS, go to  Settings SettingsContent Linked Sites.
    Click Configure.
    In Linked Sites Feature Settings, toggle ON the feature type(s) you want to deploy.  
    Image Removed
  • Click Save.
  • Deploy Role Settings

    Role settings changes are deployed from the Deployment section of the Linked Site When an item or page of items is of a deployable content type, you will see a Deploy button on the top right of the page or on the item's Options menu. The general rule is:

    • use the Deploy button to select from all multiple valid items on the page.
    • use Deploy on an item's menu to deploy only that item.


    Info
    titleNo Deploy button?

    Deployment function is disabled (no Deploy buttons or menu items) when no target sites have been set for the source site.  


    Example: deploying in Category Maintenance

    (1) Deploy button, (2) Deploy menu item

    Image Added    

    (1) Clicking the Deploy button allows all valid categories can be selected for a deployment.
    Image Added

    (2) Selecting Deploy from the 'Shirts' category's Options menu allows only this category to be selected.

    Image Added  


    Deployment Steps

    Regardless of content type, the deployment steps are the same. Clicking Deploy opens the Deploy popup. NOTE - The popup will not open if you attempt to deploy an 'unlocked' campaign.  


    1. Select Data Item(s)

    Valid data items are displayed for selection. NOTE - If the popup has no no data items, it means there are no deployable items. 

    1. Toggle to select data item(s). 

    2. If applicable, toggle to select data type(s). NOTE - Some content items have selectable data types, e.g., products, categories. This allows you to specify only those data types you want to deploy.

    3. Click Next.


    Step 1 Deploy

    Image Added

    2. Select Target Site(s)

    4. Toggle to select one or more target site(s).

    5. Click Next.


    Info
    titleIncompatible Target Sites

    You can view target sites on different versions to the source site but they cannot be selected.

    Image Added


    Step 2 Deploy

    Image Added

    3. Check Data Item & Target Site Selections

    6. In Deployment Name, name this deployment. If left blank, the system adds the content type + date as the name.

    7. Review data and target site selections. Go back to Steps 1-2 to reselect, if needed.

    8. To start deployment, click Deploy


    Step 3 Deploy

    Image Added

    4. Check Deployment Results

    9. Check the Successfully Deployed? column,

    • Successful - when the whole deployment was successful. NOTE - A whole deployment is successful only when all data items were successfully deployed to all target sites.
    • Partially Successful - when all data items were successfully deployed to at least one target site but failed for at least one target site.
    • Failed -  when there were no target sites with all items successfully deployed.
    • Blank - deployment of at least one product or category item was cancelled because the product/category code did not exist on a target site. CHECK the deployment record for more information.       

    10. Click the link to view the deployment's results, e.g., for errors and other messages.


    Tip

    You can always view a deployment's results in the Content Deployment Log.

    Image Added


    Step 4 Deploy 
    Image Added


                         

    Deploying Role Settings

    Unlike all other content types, Role settings are deployed from the Deploy Content Feature Settings page.


    To deploy Role changessettings:

    1. In the CMS, go to  Settings SettingsContent Linked SitesDeploy Content.

    2. Click Configure.

    3. In Linked Deploy Sites Feature Settings, toggle ON Enable Role Deployment.  
      Image RemovedImage Added
    4. Click the Deploy button displayed Save.
      Image Removed 
    5. In To open the Deploy modal, select one or more Roles to deploy.
      Click Next
    6. Select the linked sites for deployment. 

    Check Deployment Results

    To check deployment results:

    In the CMS, go to ContentAdvanced ContentContent Deployment Log.
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  • Use the Search tool to find the deployment instance. 
    Image Removed
  • Additional Information

    Multiexcerpt
    hiddentrue
    MultiExcerptNameFeature Title

    --

    Minimum Version Requirements
    Multiexcerpt
    MultiExcerptNameMinimum Version Requirements

    4.38

    Prerequisites
    Multiexcerpt
    MultiExcerptNamePre reqs

    Implementation by Commerce Vision

    Self Configurable
    Multiexcerpt
    MultiExcerptNameSelf Configurable

    No

    Business Function
    Multiexcerpt
    MultiExcerptNameBusiness Function

    Content

    BPD Only?
    Multiexcerpt
    MultiExcerptNameBPD Only

    Yes

    B2B/B2C/Both
    Multiexcerpt
    MultiExcerptNameB2B/B2C/Both

    Both

    Third Party Costs
    Multiexcerpt
    MultiExcerptNameThird Party Costs
    n/a

    Related help

    1. popup, click the Deploy button next to Role.
       

    Anchor
    deployment-log
    deployment-log
    Viewing Deployment History & Results

    To view any deployment your site was involved in (as source or target site), view the Content Deployment Log. You can also rename a deployment and add notes about it while in the record. 


    Related Resources

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