Staging & Production Accounts

This article is specific to enterprise accounts and is about staging & production accounts

Content

• Access
• Best Practices
• Functionality
• How to import once set up
• Course Import Features

Access

• Only a few people should have admin/content author access to the production account.
• Only a few people should have the ability to import courses from Staging to Production.
• Creating user accounts in Staging:
  • Create an individual user by following this guide
  • Do not use their regular email address--this email should be used in the production account
  • We recommend adding +QA to the email address in the QA account in this format: johnsmith+QA@email.com
• If you are an admin in both accounts, we recommend linking your Staging & Production accounts. To do so:
  • Ensure you are logged into one of your admin accounts. 
  • Navigate to the dropdown next to your account name. 
  • Select: Link an Account.
  • Login with the credentials of the account(s) you'd like to link.
  • Once linked, you can switch between your accounts using the 'switch accounts' button.

When a Course is Finalised and Ready for Import to Production

• Ensure that your course is in draft mode.
• Notify the admin with import access.
• Let the import admin know:
  • To whom it should be assigned.
  • Any other account configurations required.
  • The original course should be linked if translations are required.

Best Practices

• Author to publish courses in Staging once published in the Production account.
  • This way you can tell at a glance in Staging what is currently Production. 
• Course Collections are to be created in the Staging account for each team. 
  • Example: Course Collection called ABC will have all of ABC’s courses within it (helps with organisation).
• Limit the amount of back and forth when importing.
• If you’re adding new lessons or new topics, please make a new course.
• If you require edits:
  • Put the course back in draft
  • Make edits in the Staging course then import once again into Production. 
  • This overwrites your existing course and applies updates. (make sure to tick the 'Overwrite existing content' setting)
  • Analytics will be retained.

Functionality

The table below shows an outline of when updates will be made, or when a course will be copied (new course created):

How to Import from Staging to Production

Courseware > Courses

Dropdown Arrow next to ‘Create a course’ > Import Courses

Search for a catalog > Select the instance you want to import the course from

Search for courses > Select the course you would like to import > Import # Course(s)

Course Import Features

The table below shows which Course Features are imported from the Staging to the Production account.