Copying a Site in Cascade

Introduction

Although not simple, it is possible to copy a Site in Cascade. All the hard work you have done one one Site can be duplicated, reconfigured, and reused. If you are setting up similar sites, this can be quite a time saver. A good option is to create some template Sites and use those as your base Site to copy from. The steps below will guide you through the basic steps to copy a Site and what you will need to change to make it work on your new Site.

Some of the steps below will refer back to the Cascade Developer guide because the steps are the same.

Step 1. Create Groups

Follow the Create Groups steps in the Create New Site section.

Step 2. Create Site Roles

Follow the Create Site Role steps.

Step 3. Create the Site

Follow the Create Site steps.

Step 4. Copy an Existing Site

  1. Go to the Site you want to copy.
  2. Select the Base Folder from the Asset Tree.
  3. Click the box next the Name column to select all folders and files.
  4. From the Select One menu at the bottom, choose Copy
    Copy an Existing Site
  5. Click the Parent Folder icon to select the destination for the copy and select the Site you created in Step 3.
  6. Click Submit.
  7. The existing Site’s content will be copied to your new Site.

Step 4. Give Access to your Groups

One issue with copying over the site is that you will have to reassign permission to your site’s groups so that they may edit the content. By default, the site will be viewable, but not editable. You as the developer may not notice this. However, if you login as a Publisher, you may notice that you can’t edit. To fix this, follow the steps below.

  1. Click the Base Folder in the Asset Tree on the left to select the entire site.
  2. Click the top check-box next to the Name field to select all files and directories.
    Select All
  3. Click the More tab and select Access
  4. In the Group section make sure that your site’s Groups are in the Write column. If they are not, select them from Unassigned and move them over to Write using the green arrows.
  5. (Optional) You may also want to set All to None. By default it will be Read, which may allow other Cascade users to view your site.
    Select None
  6. Click Apply to children
  7. Click Submit

Step 5. Editing Your New Site’s Templates

You will need to update the Template files to point to your new site. This includes editing the code and the blocks.

Editing the HTML Code

  1. Select one of your templates in the Templates folder.
  2. Click the Edit tab.
  3. Edit any reference to your old site. These will point to the site you copied from.
  4. Save the template
  5. Repeat these steps for all templates.

Editing the Template Blocks

You will also need to edit the Regions to reference the correct blocks on your new site. The old Site’s blocks will still be referenced. (This is the most time consuming part.)

  1. Select your template.
  2. Click the Edit tab.
  3. Click the Regions sub-tab.
  4. Click the block icon next to the block to navigate to the correct one on your website.
  5. Repeat for each block.
  6. Save the template.
  7. Repeat for the other templates.

Step 6. Configuration Sets

Follow the steps in the Configuration Sets section.

Step 7. Content Types

Follow the steps in the Content Types section.

Step 8. Base Assets

The Base Asset pages exist from the site you copied. You can edit the Content Type to point to the local Base Assets.

  1. Select one of the pages in your Base Assets folder.
  2. Click Edit
  3. Click the System subtab
  4. Click the icon next to Content Type and navigate to the Content Type you created in the steps above.
  5. Click Submit.
  6. Repeat for your other Base Asset pages.

Step 9. Asset Factories

Follow the steps in the Asset Factory section.