Customer Portal: Staging your changes

After changing the Customer Portal pages in the development area, you can stage them to see how your changes will appear on the production site. Note that the staging area replicates the production site but the pages are not yet exposed to the customers.

Step 1: Click the Configuration button on the navigation pane.

Step 2: Double-click Customer Portal under Site Configuration.

Step 3: Select the interface you want to stage from the Interfaces column.

Step 4: On the ribbon, click the Stage button on the Customer Portal section.


The window displays a list of files that have been changed in the development area. By default, all new and edited files are selected to be copied to the staging area, and any files you have removed from the development pages have the Remove From Staging action.

Step 5: Edit the Actions if desired and click Next to continue.


Step 6: In the second tab Version Changes to the framework or widgets are displayed. Select Yes if you want to push any framework or widget version changes, and click Next to continue.


Step 7: In the third tab Select Configurations page set mapping differences are displayed. By default, No Action is selected for the listed page sets, but if you have disabled a page set, the action will be Remove From Staging. Click Next to continue.


Step 8: The fourth tab Stage summarizes the selections from the earlier pages of the staging process.


Step 9: Add a comment and click Stage button, to pass your changes from the development to the stage area.



Step 10: Confirm you want to stage changes by clicking Stage button on the confirmation pop up window.


Step 10: Wait whilst all the files changed are compiled and copied to the staging area


Step 11: Confirm that your staging process is complete with the message “Staging completed successfully“.


Now that you staged your changes, you are ready to Promote them to Production. This will be addressed in a another post.