Enabling Remote Live Staging

In Remote Live staging, a connection is established between the current site and another site on a remote Liferay server. The remote site becomes the live environment and the current site becomes the staging environment—an instance of Liferay used solely for staging. The remote (live) Liferay server and the local (staging) Liferay server should be completely separate systems. They should not, for example, share the same database. When Remote Live staging is enabled, all the necessary information is transferred over the network connecting the two servers. Content creators use the staging server to make their changes while the live server handles the incoming user traffic. When changes to the site are ready to be published, they are pushed over the network to the remote live server.

Before enabling Remove Live staging, ensure you’ve configured your Liferay server and remote server appropriately. Follow the Configuring Servers for Remote Live Staging article to do this.

You can enable remote staging for a site by navigating to the PublishingStaging menu. Step through the instructions below to create a Remote Live staging environment for your site.

  1. Navigate to the Product Menu (left side) and select PublishingStaging.

  2. Select Remote Live. Additional fields appear for Remote Live Connection Settings.

    Figure 1: After your remote Liferay server and local Liferay server have been configured to communicate with each other, you have to specify a few Remote Live connection settings.

    Figure 1: After your remote Liferay server and local Liferay server have been configured to communicate with each other, you have to specify a few Remote Live connection settings.

  3. Enter your remote Liferay server’s IP address into the Remote Host/IP field. This field should match the host you specified as your tunnel.servlet.hosts.allowed property in the portal-ext.properties file. If you’re configuring an IPv6 address, it must contain brackets when entered into the Remote Host/IP field (e.g., [0:0:0:0:0:0:0:1]).

    If the remote Liferay server is a cluster, you can set the Remote Host/IP to the load balanced IP address of the cluster in order to increase the availability of the publishing process. See the Configuring Remote Staging in a Clustered Environment for details.

  4. Enter the port on which the remote Liferay instance is running into the Remote Port field. You only need to enter a Remote Path Context if a non-root portal servlet context is being used on the remote Liferay server.

  5. Enter the ID of the site on the remote Liferay server that’s for the Live environment. If a site hasn’t already been prepared on the remote Liferay server, you can log in to the remote Liferay server and create a new blank site.

    After the site has been created, note the site ID so you can enter it into the Remote Site ID field on your local Liferay server. You can find any site’s ID by selecting the site’s name on the Sites page of the Control Panel.

  6. Check the Use a Secure Network Connection field to use HTTPS for the publication of pages from your local (staging) Liferay server to your remote (live) Liferay server.

  7. Decide whether to enable page versioning and select staged content. For more information on these options, see the Enabling Page Versioning and Staged Content article.

  8. Click Save.

You’ve officially enabled Remote Live staging!

If you fail to configure your current and remote server properly, you won’t be able to enable staging and an error message appears. If you have issues, verify you’ve configured your servers properly.

When a user publishes changes from the local (staging) server to the remote (live) server, Liferay DXP passes the user’s email address, screen name, or user ID to the remote server to perform a permission check. For a publishing operation to succeed, the operation must be performed by a user that has identical credentials and permissions on both the local (staging) and the remote (live) server. This is true regardless of whether the user attempts to publish the changes immediately or attempts to schedule the publication for later.

If only a few users should have permission to publish changes from staging to production, it’s easy enough to create a few user accounts on the remote server that match a selected few on the local server. The more user accounts that you have to create, however, the more tedious this job becomes and the more likely you are to make a mistake. And you not only have to create identical user accounts, you also have to ensure that these users have identical permissions. For this reason, it’s recommended that you use LDAP to copy selected user accounts from your local (staging) Liferay server to your remote (live) Liferay server. Liferay’s Virtual LDAP Server application, available on Liferay Marketplace, makes this easy.

If you ever need to turn off the staging environment, return back to Staging from the Publishing dropdown. For more information on this, see the Disabling Staging article.

Great! Now you’re ready to use Remote Live Staging.

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