The intake process for requesting an existing WCMS site be migrated to WCMS 3, or a new WCMS 3 site be created, will be based in the Request Tracker (RT) system. Requests should be submitted by the website lead using the provided forms below.


Migrating existing WCMS sites

For existing site migration requests, please have the website lead submit the following information:

  • Website lead
  • Website lead email
  • Site name
  • Site URL
  • Tentative migration date (date you'd like us to begin the migration process)
 
 

migrationMigration process

  1. Initial drafts of migration schedules shared with website leads in Teams Migration channel 
    • These schedules are merely starting points for planning purposes, not prescribed in anyway 
  2. Website leads take time to review and assess their schedules, and make any changes they feel necessary 
    • Highly recommended that simpler, smaller sites be moved to the start of your schedule 
    • Site priority or level of urgency is at your discretion 
  3. One week prior to the migrations start date, we will communicate to all website leads with the following: 
    • Reminders for key pre-migration prep activities 
    • Links to migration resources 
    • Reminder: we highly recommend a content freeze once your migration has started 
  4. Website leads submit one RT per site to initiate migration on their scheduled date 
    • RT should include site name and current URL
    • Recommend site owners announce a content freeze for sites beginning the migration process
  5. WCMS Training and Support will pull version of current site to pilots (https://pilots.uwaterloo.ca) 
    • Pilots site will remain for four months for reference, then will be scheduled to be culled 
  6. WCMS Training and Support will initiate the migration scripts 
    • Migration scripts will build a new, empty WCMS 3 site, and populate new site with current content, users, roles, files, etc. on Pantheon dev (https://dev-uwat-sitename.pantheonsite.io) 
  7. Once migration scripts have finished running, WCMS Training and Support will update the RT with the Pantheon dev link and indicate it is ready for the website lead to review 
    • Website leads will have up to four months to review 
    • Sites will only have migration scripts applied once (i.e. a website lead cannot ask for a site to be "remigrated" once it has already been migrated the first time)
  8. WCMS team will set up the production URL indicated in the original RT
  1. Once the website lead is satisfied with the new WCMS 3 version, they will update the RT to indicate to WCMS Training and Support that it can be published live in the next publishing window 
    • IST will never publish a site live without the approval of the website lead
  2. WCMS Training and Support will move site from Pantheon dev > Pantheon test > Pantheon live and update and close the RT accordingly
  3. Notice a bug or issue? Please report it using the WCMS 3 bug report form.

New WCMS 3 site request

For new site requests, please have the website lead submit the following information:

  • Website lead
  • Website lead email
  • Site name
  • Site URL
  • Faculty/unit/department
  • Colour theme
  • Tentative launch date
  • Additional information
 

Creation process

  1. Website leads submit one RT per new site request
    • RT should include site information as noted above
  2. WCMS Training and Support will initiate the creation scripts 
    • Creation scripts will build a new, empty WCMS 3 site on Pantheon staging (https://staging.uwaterloo.ca)
  3. Once creation scripts have finished running, WCMS Training and Support will update the RT with the Pantheon dev link and indicate it is ready for the website lead to populate
  4. WCMS team will set up the production URL indicated in the original RT
  5. Once website lead is satisfied with the new WCMS 3 site, they will update the RT to indicate to WCMS Training and Support that it can be published live in the next publishing window 
    • IST will never publish a site live without the approval of website lead
  6. WCMS Training and Support will move site from Pantheon dev > Pantheon test > Pantheon live and update and close the RT accordingly
  7. Notice a bug or issue? Please report it using the WCMS 3 bug report form.

This process is subject to change as migration from WCMS 2 to WCMS 3 continues to undergo testing.