Example Publishing Setup

The following are the steps to config a typical Publishing setup (Publish and Unpublish):

Step 1: Create Projects

Create two projects

Create an "Authoring" project
Create a "Live" Project

Step 2 : Create a Deployment Target

Deployment Target is the endpoint where the package will be deployed or sent.

Go to Platform
Go to Deployments Targets under Deployments Left Navigation Menu
Click on Create a Deployment Target

Title : "Live Web Site"

Deployment Target Type : "Branch"

Click on Next
For Deployment Target Configuration:

Select the Target Project which in this case is Project Live

Select the Branch of Live Project

Click on Create

You can set up the target endpoints as Amazon S3 bucket, FTP servers, File System or any CloudCMS branches on same cluster or some remote cluster located in another data center somewhere else in the world.

Following is an example to set-up a Deployment Target that uploads to Amazon S3 Bucket

Provide all the required information like the Access Key, Secret Key, Region and Bucket Name.

Step 3 : Enable Publishing for Authoring Project

To publish the content from Authoring project to Live Project :

Go to Authoring project
Go to Manage Project
Go to Publishing in the` Left Navigation Menu
Check Enable Publishing for this Project and Click on Save

This will automatically set up :

Lifecycle States draft, approved states
Authoring/Production preview endpoints
Add the simple Workflow Models for Publish and Unpublish workflows to the project.

For more information and to configure these settings, please go through our Publishing documentation.

Step 4 : Add a Publication For Publish

This will tell the system that whenever content on “master” branch of Authoring project goes to Live state, it should be pushed to the Live Website target deployment i.e the Live Project.

In the Authoring Project, go to Manage Project and select Publishing and then Rules
Click on Add a Rule

Lifecycle State : Approved

Deployment Targets : Select Live Website Deployment Target
Click on Add Publication

Step 5 : Add a Publication For Unpublish

This will tell the system that whenever content on “master” branch of Authoring project goes to Archive state , it should be delete from the Live Website target deployment i.e the Live Project.

In the Authoring Project, go to Manage Project and select Publishing and then Rules
Click on Add a Rule

State : draft

Deployment Targets : Select Live Website Deployment Target
Click on Add Publication

Publishing / Unpublishing Content from Authoring Project to the Live Project

You still have to run a Publish action or an Unpublish action to trigger the actual operation. If you're in an editorial workflow, then this is done at the end of the workflow as a convenience step.

Follow all the above steps to set-up Publishing for Authoring Project:

Go back to the "Authoring" Project
Click on any Content you wish to publish
From Overview -> Actions -> Publish or Unpublish

To verify the content has been published to (or unpublished from) the Live Project, Go to Live Project, Go the published content and verify the content has been deployed.