In the UW Theme 2.0, the Customizer has been redesigned as "UW Theme Settings."
In the migration, you will need to follow a few simple steps to ensure this content comes over as expected.
- In your new UW Theme 2.0 project, navigate to Appearance > Theme Settings
- Click into every tab (Sitewide, Color, etc.) and ensure that the content listed is correct. Fill in anything that did not migrate over.
- Click Save Changes on each tab to ensure the content gets updated in your new site.
- Important: If you are using Google Analytics or Google Tag Manager to track things like page views and do not wish for that data to pull results for your project site, please consider removing the IDs for those tools and re-adding them after you re-launch your site.
- Review the changes on your migrated site to confirm that everything appears as expected on the front-end.
In your new project site, only users who have authored a post or page will be added during the migration. Users who had access to the site but never created any content won't be added automatically. Please review the users on your site and their permissions and make adjustments as needed.
- Navigate to Users
- Review each user in the list
- Hover over their name and click Edit to adjust their role (if needed)
- Find the Role dropdown and choose the role you wish for them to have (Editor, Administrator, etc.)
- Scroll down to the bottom of the page and select Update User
- Repeat these steps for each user on your site
- If needing to add new users, follow the steps outlined in WiscWeb - Editing users
Note: Primary contact information will not be migrated. The user who requests a site will automatically be added as a primary contact, but other primary contacts need to re-apply that setting. Instructions for setting a primary contact can be found in WiscWeb - Designating a primary contact.
In UW Theme 2.0, the page title is a block. For the homepage only, you'll have to manually remove this block so that it doesn't appear on your page.
-
Open the Document Overview sidebar (top left corner - stair icon). This should default to the List View panel, which shows the blocks on the page.
- Select the Title block
- Click the three dot icon and choose "Delete"
With your new UW Theme 2.0 project space, you’ll be able to work through transitioning your pages over to Gutenberg blocks.
-
Open the page you want to migrate. Ensure that you are in the editing view.
- Mostly, your content should have migrated already. However, you may need to check:
- Text/heading/button alignment - Manually reset the alignment if not looking as expected.
- Content that is missing - Confirm that your page includes the content you expect. If something is missing, manually rebuild it.
- Classic blocks - These will be highlighted in a pinkish color. They require conversion (described in next bullet) before you can denote the page as migrated.
- Shortcodes - A few tools in UW Theme Classic relied on shortcodes and don't have an equivalent in UW Theme 2.0. These are pieces of text that are wrapped in brackets (examples: UW Theme Classic - Shortcode list If you see a shortcode on the page, you'll need to manually rebuild the content.
-
Open the Document Overview sidebar (top left corner - stair icon). This should default to the List View panel, which shows the blocks that each feature has mapped to.
-
For each feature that maps to the Classic block, you will need to perform an additional step by selecting the content and clicking “Convert to blocks.” This step must be completed or you won't be able to denote the page as migrated.
- Scroll down your page and look for the pink highlighted boxes that say "Classic."
- Click on the box and choose "Convert to blocks."
- Make sure to click into every accordion pane and tab for UW Accordion and Tab blocks.
- Note that images that migrated over from Text Blocks will also need to be converted.
- Click Publish/Save along the way so you do not lose your progress.
-
Some features have a very specific migration path or will not migrate automatically. Review the Element conversion content for information about individual features.
-
Once you have migrated all content for a given page, make sure to update the page to denote the page as migrated.
- Re-save/publish your page.
Fac/staff pages will also need to be migrated over to the new theme. Please note that the content has been renamed to "UW People" in UW Theme 2.0:
- Navigate to the UW People link in your left menu
-
Hover over the person in the list that you wish to edit and select Edit.
-
Ensure that you are in the editing view.
-
You should see your person details in a form at the top of the editing page. Confirm that the details came through as expected.
- Any content that was formerly added to the WYSIWYG editor in your old site will appear below the form data.
-
Content below the form will appear in a Classic block. You will need to select the content and click “Convert to blocks" before you can denote the person page as migrated.
- Scroll down your page and look for the pink highlighted boxes that say "Classic."
- Click on the box and choose "Convert to blocks."
- Click Publish/Save and preview the content to confirm it is looking as expected.
-
Once you have migrated all content for a given page use the Migration Station to denote the person page as migrated.
- Re-save/publish your page.
Once you have transitioned all of your content and everything is working as expected, the Primary Contact will need to request a new site launch (coming soon).
Your group will be able to keep the same domain, but DNS records will need to be pointed at the new location. This process will work the same as launch requests have in the past.
Once your Gutenberg site has launched, the WiscWeb team will “unmap” your old site and publish it to a *.wiscweb.wisc.edu project domain. We’ll also archive it. In the archived state, it will no longer be editable/accessible.
Users have the opportunity to track their migration along the way. This is a two-part process:
After you have migrated an individual page, we encourage you to update the migration status to show this work has been completed.
-
Locate the Settings sidebar on the right.
-
For Pages, make sure the Page tab is selected.
- For People, make sure the Person tab is selected.
-
Open the Migration Station panel.
-
Toggle the slider for “Mark content as reviewed”
-
After toggling this option, the status should update to “Content is reviewed”
If you are denoting your pages as migrated along the way, you’ll have two ways to track overall progress:
Option 1: Page List
-
Navigate to Pages in your dashboard menu.
-
In the filtering options at the top of the page, locate the All Migration Statuses dropdown.
-
Update the dropdown to “In Progress” and click Filter to view the pages that have yet to be migrated.
-
Update the dropdown to “Completed” and click Filter to view the pages that have already been migrated.
-
Repeat these steps for post type content like faculty/staff (known as the UW People plugin in UW Theme 2.0).
Option 2: Migration Status Page
- Navigate to Appearance > Migration Status
- Any non-migrated Pages, People, Events, etc, will appear on that page until you finish migrating the content and denote them as migrated.
Note: Posts will not appear in this list as there are no migration steps required unless you wish to edit the old content.
- When you've migrated all content and denoted all pages as migrated, you should see a confirmation message in this area that indicates your migration is complete.
- You can also download a CSV of your non-migrated pages using the related button.
Posts should not require migration unless you wish to edit the old content. Also, you do not need to denote the posts as migrated so you can ignore this section of the Migration Station for posts. Content on the front-end should appear as expected.
If you do want to edit old posts, you will need to convert the Classic block that appears:
- Navigate to your Posts menu
- Select the post you wish to edit
- Within the Post, locate the Settings sidebar on the right and make sure the Page tab is selected.
- Scroll down to the Migration Station, expand the section, and click the Reset content button.
- This will populate your post with a Title and Date block at the top.
- Your post content will appear as a Classic block that needs to be converted:
- Look for the pink highlighted box
- Click on the box and choose "Convert to blocks."
- Your editing screen should refresh and the content will appear in various block types, including Paragraph, Heading, and Button.
- Click Publish/Save so you do not lose your progress.
- Edit the post as you wish.
