Staging Processes and Templates

When you make a staging publication, it’s captured as a staging process and stored for future reference. You can manage these processes by navigating to the Staging option located in the Product Menu’s Publishing tab. From there, you’ll see a list of staging processes that have been completed. You can relaunch or clear any of these publications by clicking the Actions button (Options) next to a process. If you click the Scheduled tab from above, you’ll find staging processes that you’ve scheduled for future publication dates.

Figure 1: Your staging processes can be viewed at any time.

Figure 1: Your staging processes can be viewed at any time.

If you find yourself repeatedly creating similar staging processes, you should think about using Publish Templates.

Instead of manually having to customize a publication process every time you’re looking to publish pages/content, you can use a publish template. With publish templates, you can select a custom template and immediately publish with the options you configured.

Follow the steps below to create and use a publish template.

  1. Select the Options icon (Options) from the top right corner of the Staging screen and select Publish Templates.

  2. Click the Add button (Add Publish Template) and assign the template a name and description, and then fill out the configuration options as you would during a custom publication process.

  3. Save your publish template. It’s available to use from the Publish Templates tab in the Publish to Live menu’s Advanced Publication area.

  4. To use the template, click the Actions button (Actions) next to the template and select Publish to Live.

    This automatically sets the options for publishing pages and their content. All you have to do is give the publication process a name. Once you confirm the configuration settings, your staging settings are published.

Now you know how to reference stored/scheduled staging processes and create publish templates to streamline publication.

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