This document will cover the basics of managing a staging website when running a website with MemberPress.
The guide will also help you configure all needed settings to avoid potential issues with your live or staging website.
Working With Staging Website
You can occasionally encounter issues with WordPress or MemberPress that require thorough debugging.
Issues can sometimes be created by simply updating or adding a new plugin or theme to your website. They can also result from working with different plugins, caching, server or hosting problems, etc.
In most cases, it's hard to know the cause of the issue without proper troubleshooting. Troubleshooting often involves disabling plugins, changing the theme, examining the template files, etc. If done on your live website (environment), this can create problems with the website's functioning.
Having a staging website can be beneficial for the overall management of your live website. A staging website is used to update or install new plugins and themes, test code or settings changes, or debug. Also, having a staging website will help any support team solve issues faster.
Staging Website Setup
Setting up a staging website is often not complicated and can be done even by a non-technical person.
Most hosting companies include the option for creating a staging website in their basic package. If available, this option will probably be the easiest way to create a staging website.
Otherwise, you could create a staging website using a plugin like Duplicator. Alternatively, you can create a staging website manually.
Managing Staging and Live Website
You can move the data between your Live and Staging websites:
- Pulling is the process of copying your Live (production) website files to your Staging website.
- Pushing is the opposite process of Pulling. In this process, the contents of your Staging website are copied to the Live website.
These processes will replace all existing files on the destination website. Thus, for example, the pushing process will replace all existing files on the Live website with the Staging website files.
Therefore, to safely update plugins and ensure there will be no issues with your live website functioning, follow these steps:
- Pull your Live website to your Staging website. This will make your Staging website identical to your Live website.
- Log in to your Staging website, and apply any updates you have.
- Once you are sure that there are no issues following the updates you applied,
Configuring MemberPress Emails
Une fois que vous avez créé votre site de démonstration, veuillez suivre les étapes suivantes pour vous assurer qu'il n'y a pas de conflit avec votre site réel :
- Disable Reminders: Go to Dashboard > MemberPress > Reminders and disable all reminders. Here, you remove all reminders or only disable emails while keeping all reminders. To disable emails for each reminder, follow these steps:
- Hover over the reminder name and click the Editer link;
- Disable both user-related and admin-related emails by unchecking their (Send…) options.
- Disable add-ons: Désactivez les modules complémentaires MemberPress suivants sur votre site de test :
- Outils du développeur
- ActiveCampaign (Listes)
- ActiveCampaign (Tags)
- AWeber
- Constant Contact
- ConvertKit
- Drip – Tags Version
- GetResponse
- MailChimp 3.0
- MailPoet
- Mailster
- Disable MemberPress Notification Emails:
- Naviguez jusqu'à les Dashboard > MemberPress > Settings > Emails tabulation ;
- Here, uncheck all user and admin emails in the list.
These settings prevent double-sending (sending the same email from the live and staging website), wrongly sent emails or similar issues.
Une fois que cela est fait, suivez les instructions ci-dessous pour configurer votre passerelle de paiement spécifique afin qu'elle fonctionne correctement sur le site de démonstration.
Stop All Emails on Staging
With all MemberPress Notifications, Reminders, and marketing integrations deactivated, you should expect no issues related to emails.
On the other hand, emails could also be triggered by other third-party plugins or WordPress.
In this case, you can use one of the third-party plugins to prevent the staging website from sending any emails. Please note that this will stop all emails on your staging website, not just MemberPress ones.
Rayure
Si vous utilisez Stripe comme méthode de paiement, vous devez suivre les étapes suivantes pour éviter tout impact négatif sur vos paiements :
Pulling (Live > Staging)
Once the pulling process is done, please apply the following changes to Stripe settings:
- On your Live website:
- Déconnectez votre passerelle de paiement Stripe
- Visitez l'URI : https://[live.domain.com]/wp-admin/?mp-clear-connection-data=true pour effacer vos données de connexion. (Remplacez [live.domain.com] par votre adresse réelle). vivre domaine.
- On your Staging website:
- Déconnectez votre passerelle de paiement Stripe
- NE PAS supprimer la passerelle de paiement
- Visitez l'URI : https://[staging.domain.com]/wp-admin/?mp-clear-connection-data=true pour effacer vos données de connexion. (Remplacez [staging.domain.com] par votre adresse actuelle mise en scène domaine.
- Back on your Live website:
- Reconnectez votre passerelle de paiement Stripe à votre compte réel.
- Back on your Staging website:
- Connect your Stripe Payment Gateway.
- Vérifier le Mode test box on the Stripe Payment Gateway settings.
- Cliquez sur le bouton Mise à jour button at the bottom of the page to save the settings.
You are all set. Live payments will still be processed and will work properly. Your payments on the staging website will be in Stripe test mode. You can see these transactions by going to your Stripe dashboard and enabling the Mode test toggle in the top right:
Pushing (Staging > Live)
Following the push of the files from the Staging to the Live website, please apply the following settings:
- Avant pushing Live: Disconnect, but DO NOT Delete the Stripe payment gateway on the staging site.
- Then, push to live.
- Après avoir poussé pour vivre, visitez l'URI https://live.domain.com/wp-admin/?mp-clear-connection-data=true sur le site en direct pour effacer vos données de connexion.
- Reconnectez votre passerelle Stripe en direct.
- Uncheck the Mode test box in the Stripe Payment Gateway Settings.
- Cliquez sur le bouton Mise à jour button to save the options.
PayPal
We also recommend using PayPal Sandbox mode on your staging site. For this, you will need to créer un compte "bac à sable" pour l'utilisation de PayPal mode de paiement.
L'autre option consiste à ajouter une nouvelle passerelle de paiement PayPal en utilisant un compte de test. Il est préférable de laisser votre passerelle de paiement PayPal active. Veillez à supprimer toute passerelle de paiement test que vous créez avant de la remettre en service.
Si vous trouvez cela encore trop compliqué, vous pouvez simplement effectuer des paiements de test avec Stripe sur votre site réel en mettant Stripe en mode test.
Authorize.net
Si vous utilisez Authorize.Net, vous devrez mettre à jour les URL Silent Post et Webhook.
Si vous trouvez cela encore trop compliqué, vous pouvez simplement effectuer des paiements de test avec Stripe sur votre site réel en mettant Stripe en mode test.
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