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  1. // Setting up New WordPress Website
  2. 1. Log into WPEngine: https://my.wpengine.com/
  3. 2. Add New Install
  4. - Type domain name which will be DOMAINNAME.wpengine.com
  5. - Copy From: wordpressbase
  6. - Duplicate (Includes content)
  7. - Create install
  8. 3. Wait until the install is successfully created (The yellow banner will disappear)
  9. 4. Click on FTP username
  10. - Type in new password to change
  11. - Leave path as blank
  12. - Click save
  13. 5. Click on PHPMyAdmin
  14. - Click on database name with wp_
  15. - Click Browse for the wp_users table
  16. - Edit the username which matches the new domain (not the wpengine one)
  17. - Paste a new password
  18. - Change password dropdown to MD5 for encryption
  19. - Change email from pete@paperstreet.com to blogs@paperstreet.com
  20. - Save
  21. - Exit PHPMyAdmin
  22. 6. Open WordPress admin located at http://DOMAINNAME.wpengine.com/wp-admin/
  23. - Username: wordpressbase
  24. - Password: Created in Step #5
  25. 7. Click on WP Engine tab
  26. - Set "Object/Transient Cache" to Disabled
  27. - Save
  28. 8. Click on Settings > General
  29. - Change Site Title from "Pete Boyd Blog" to the client's name
  30. - Change Tagline from "Your SUPER-powered WP Engine Blog" to a slider tagline
  31. - Change email from pete@paperstreet.com to blogs@paperstreet.com
  32. - Save changes
  33. 9. With new password setup in step #4, connect to the website via FTP
  34. - Host: Server Address found under SFTP logins
  35. - Username: DOMAINNAME in Step #2
  36. - Password: Created in step #4
  37. - Path: /
  38. - Type: SFTP
  39. - Port: 2222
  40. 10. Download the /wp-content/themes/paperstreet/ folder
  41. 11. Delete the Theme Switcher code in header.php which starts on line 54
  42. <?php
  43. // Remove Theme Switcher for your build
  44. include('/nas/wp/www/cluster-10561/wordpressbase/wp-content/themes/theme-switcher.php');
  45. ?>
  46. 12. If you are not building a Plus design ($9,500 level), then delete paperstreet2 and paperstreet3 theme folders
  47.  
  48. // If the wordpressbase theme did not copy
  49. 1. Download the paperstreet theme from WordPress Base
  50. 2. Download the plugins folder from WordPress Base
  51. 3. Log into WordPress Base
  52. - Go to Tools > Export
  53. - Ensure "All Content" is selected
  54. - Click Download Export File
  55. 4. Upload paperstreet theme to new website
  56. - Click on Appearances > Themes
  57. - Activate paperstreet
  58. 5. Upload plugins folder to new website
  59. 6. Log into new website
  60. - Go to Tools > Import
  61. - Click on WordPress
  62. - Click on Install Now
  63. - Click on Activate Plugin and Run Now
  64. - Choose file from step #3
  65. - Click Upload file and import
  66. - Select "wpengine" user for #1
  67. - Select new domain username for #2
  68. - Check "Download and import file attachments"
  69. - Click Submit
  70. 7. Go to Settings > Reading
  71. - Change "Front Page Displays" to "A static page (select below)"
  72. - Change Front Page to "Home Page Headline"
  73. - Change Posts Page to "Blog"
  74. - Change "For each article in a feed, show" to Summary
  75. - Ensure "Discourage search engines from indexing this site" is checked
  76.  
  77. // Double check plugins
  78. 1. Click on Plugins
  79. 2. Delete IJM Theme Switcher Bar
  80. 3. Installs plugins should be:
  81. - Advanced Custom Fields
  82. - Akismet
  83. - Disqus Comment System
  84. - Flexo Archives
  85. - GatherContent Importer (Will remove after using)
  86. - WP Force Lowercase URLs
  87. - WP-PageNavi
  88. - Yoast SEO
  89.  
  90. // Decide which items could use a CPT
  91. - For example, Attorneys and Practice Areas are already setup as CPT
  92. - Whitepapers, videos, podcasts, etc could be other examples
  93.  
  94. // Importing Content
  95. 1. Go to https://paperstreet.gathercontent.com/login
  96. - Login with @paperstreet.com email address. We each have our own account
  97. - Click the icon in the top right and select "Personal Settings"
  98. - Copy the API Key from the "Legacy API" tab
  99. 2. Click on GatherContent in the bottom left
  100. - Enter https://paperstreet.gathercontent.com
  101. - Paste in the API Key from step #3
  102. - Select the website from the list
  103. - Click Import
  104. - On the next page, all content pages should be listed
  105. - Check the box to the far right from of Items title to select all pages
  106. - Click "Configure selected items"
  107. 3. For each page:
  108. - Import as: Page/Attorney/Practice Area
  109. - Import to: New Entry (Home page, attorneys landing, etc can be selected for those pages)
  110. - Parent: None or Parent Being Imported
  111. - Status: Published
  112. - For multiple children, can select "Repeat this configuration"
  113. 4. When you're done, click Import
  114. - Popup box stating "Importing items and text content" will show progress
  115.  
  116. // Structuring Content
  117. 1. Delete testing content
  118. - Pages: Examples and its children
  119. - Attorneys: Peter Boyd, John Doe, Jane Doe
  120. - Practice Areas: Employment Law, Copyright Law, Maritime Injury Personal Injury and all their children
  121. - Click on Trash
  122. - Click on Empty Trash button to permanently remove all pages
  123. 2. Click Screen Options
  124. - Change "Number of items per page" to 50. This will reduce the pagination. If needed, bump to 100 to fit on one page.
  125. 2. Log back into GatherContent via https://paperstreet.gathercontent.com/login
  126. - Double check content for notes, order
  127. 3. Using the Quick Edit option, put the pages in order according to GatherContent
  128. - Next to "Order", put 1 for the first page, 2 for the second and so forth
  129. - Subpages can restart at 1
  130. - For example: Home (1), About (2), Attorneys (3), Practice Areas (4), Blog (5), Contact (6), Confirmation (7), Sitemap (8), Disclaimer (9)
  131. - Do the same for Attorneys and Practice Areas CPT as well
  132. 4. If you imported the Home Page into "Home Page Headline", go to that page and edit the title
  133. - Same for About, Attorneys, Practices, Legal
  134. 5. Add links to content
  135. - Highlight text
  136. - Click chainlink tool
  137. - Click "Or link to existing content"
  138. - Type in page name
  139. - After finding the page, click it so the URL changes
  140. - Delete the front portion of the URL, such as "http://tlgattorneys.wpengine.com" leaving the forward slash
  141. - Click Add Link
  142. - Repeat for each link
  143. 6. Copy the title tag to the Yoast SEO field
  144. 7. Copy the meta description to the Yoast SEO field
  145. 8. Click Update to save
  146.  
  147. // Add the Menu
  148. 1. Go to Appearance > Menus
  149.  
  150.  
  151.  
  152.  
  153.  
  154.  
  155. 5. Use the Menu Order in increments of 10 to order the pages matching the MCF
  156. 6. Copy over the title tag into Yoast SEO, especially if content is from current website
  157. 7. Copy over the meta description into Yoast SEO, especially if content is from current website
  158. 8. Add the old link and new link to an Excel file with columns titled "OLD" and "NEW"
  159. 9. Possibly format some content with h2, h3, bold paragraph, ordered list, unordered list
  160. 10. Try not to have extra spaces at the end of a sentence or empty paragraphs
  161. - Delete GatherContent Importer
  162.  
  163. // Implementing the Slice
  164. 1. If you haven't already, download the /wp-content/themes/paperstreet/ folder
  165. 2. Within the CSS folder
  166. -
  167. 3. Within the JS folder
  168. -
  169. 4. Within the images folder
  170. 5.
  171.  
  172. // Applying Templates
  173. 1.
  174. 2.
  175. 3.
  176.  
  177. // Links
  178. 1. Add redirects to WP Engine, the redirect module in Total Control or directly to the .htaccess file
  179. 2. Run a Xenu report
  180. 3. Fix any broken links
  181.  
  182. // Testing
  183. 1.
  184. 2.
  185. 3. Resize browser
  186.  
  187. // Finalizing
  188. 1. Take a screenshot of the theme and save it as screenshot.png
  189. 2. Ensure everything works one last time
  190. 3. Send to andrew@paperstreet.com with FTP and WordPress credentials
  191.  
  192. // Launching
  193. - Click on WP Engine and set "Object/Transient Cache" to Enabled
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