Before you begin<\/h2>\n
Before you begin learning how to create and manage Sandbox sites, ensure that:<\/p>\n
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- Your permissions have been configured properly by a Tier 2 or 3 member<\/li>\n
- You’ve bookmarked the training network.<\/a><\/li>\n<\/ol>\n
Steps to create a Sandbox site<\/h2>\n
Follow these steps to create a Sandbox site:<\/p>\n\n
\n \n\n1. Open case in FogBugz Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
\n \n\nYou will be assigned a case in FogBugz from a client requesting a Sandbox site for themselves or for their student worker. Open this case and ensure that you have the client’s first and last name, userID, and email.<\/p>\n
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- If you are missing some of this information, then reach out to the client and request that it be sent.<\/li>\n<\/ul>\n<\/body><\/html>\n\n <\/div>\n<\/div>\n\n\n \n\n
2. Initial update of the WP Sandbox User Tracking Document Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
\n \n\nOpen the WP Sandbox User Tracking document<\/a>. This document is used to track clients progressions through the training process, therefore it is imperative that the information is accurate and up-to-date. In the document:<\/p>\n
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- Create a new entry on the next empty line<\/li>\n
- Input the user’s userID, first and last name, and email address<\/li>\n
- Make the Date Registered today’s date, following the format YYYY\/MM\/DD<\/li>\n
- Keep this document open in your browser tab<\/li>\n<\/ul>\n<\/body><\/html>\n\n <\/div>\n<\/div>\n\n\n \n\n
3. Create Sandbox Site in training.wp Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
\n \n\nFollow these steps to create a Sandbox site:<\/p>\n
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- Login to the training network<\/a><\/li>\n
- Hover over “My Sites” > “Network Admin,” then click “Sites”<\/li>\n<\/ul>\n
![\"training.wp.nau.edu](\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/170\/Screen-Shot-2019-02-22-at-11.21.29-AM-225x116.png\")
<\/a><\/p>\n- \n
- Next to the title Sites, click “Add New”<\/li>\n<\/ul>\n
![training.wp.nau.edu network - \"Add New\" site button](\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/170\/Screen-Shot-2019-02-22-at-11.21.37-AM-328x116.png\")
<\/a><\/p>\n- \n
- Input information specific to your client\n
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- Site Address (URL) will be “userID-sandbox”<\/li>\n
- Site Title will be “FirstnameLastinitial’s Sandbox”<\/li>\n
- Admin Email will be wcm-support@nau.edu<\/a><\/li>\n
- Site Short Title will be identical to the Site Title field<\/li>\n
- Site Type will be “nau-enterprise”<\/li>\n
- Site Theme will be “NAU Enterprise (Default)”<\/li>\n
- Leave Default Banner Image and Default Short Banner Image blank<\/li>\n
- Do not change these fields:\n
- \n
- Site Language<\/li>\n
- Parent Site<\/li>\n<\/ul>\n<\/li>\n
- Click “Add Site”<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
![\"Creating](\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/170\/Screen-Shot-2019-02-22-at-11.29.17-AM-585x600.png\")
<\/a><\/p><\/body><\/html>\n\n <\/div>\n<\/div>\n\n\n \n\n4. Create and set a homepage Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
\n \n\nAfter adding the site, create and set a homepage<\/p>\n
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- Create a new page\n
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- Navigate to Pages > Add New<\/li>\n
- Title the page “Homepage”<\/li>\n
- Set the template as “Home page”<\/li>\n
- Publish the page<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
![\"\"](\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/170\/sandbox-new-page-600x362.png\")
<\/a><\/p>\n- \n
- Set the homepage as the static homepage in the settings\n
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- Navigate to Settings > Reading<\/li>\n
- In the “Your homepage displays” section, select the radio button that says “A static page”<\/li>\n
- Set the “Homepage:” field as the page you just created titled “Homepage”<\/li>\n
- Click “Save Changes”<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
![\"\"](\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/170\/sandbox-set-homepage-600x514.png\")
<\/a><\/p>\n<\/body><\/html>\n\n <\/div>\n<\/div>\n\n\n \n\n5. Add the client as a user in training.wp Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
\n \n\nAfter creating the site and setting the homepage, click “Visit Dashboard”<\/p>\n
![Creating a Sandbox site - \"Visit Dashboard\" link](\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/170\/Screen-Shot-2019-02-22-at-10.03.44-AM-150x106.png\")
<\/a><\/p>\n- \n
- Hover over “Users,” then click “Add New”\n
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- In the Add New User section,\n
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- Username will be “userID”<\/li>\n
- Email will be the client’s NAU email address<\/li>\n
- Role will be “editor”<\/li>\n
- Skip confirmation email will be checked<\/li>\n
- Click “Add New User”<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
![Creating a Sandbox site - \"Add New\" user button](\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/170\/Screen-Shot-2019-02-22-at-10.28.13-AM-300x104.png\")
<\/a> ![\"\"](\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/170\/Screen-Shot-2019-02-25-at-10.00.50-AM-600x310.png\")
<\/a><\/p>\n<\/body><\/html>\n\n <\/div>\n<\/div>\n\n\n \n\n6. Final update of the WP Sandbox User Tracking Document Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
\n \n\nReturn to the WP Sandbox Tracking document<\/p>\n
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- Visit the front-end of the user’s site, copy the URL, and paste it in the Site URL field in the document<\/li>\n<\/ul>\n<\/body><\/html>\n\n <\/div>\n<\/div>\n\n\n \n\n
7. Contact client in FogBugz Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
\n \n\nContact the client in FogBugz by sending an email to them.<\/p>\n
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- Save this email as a snippet in FogBugz<\/li>\n
- Follow this general format for the email:<\/li>\n<\/ul>\n
Good [Morning\/Afternoon] [name of client],<\/p>\n
Your NAU WordPress sandbox site has been created. Please go to the following URL and use the “Lost your password?” feature to reset your password and login: training.wp.nau.edu\/wp-admin.<\/p>\n
The next steps for the training requirements are as follows:<\/p>\n
-Complete the NAU online training: http:\/\/nau.edu\/its\/learn\/wordpress-editor<\/a>.
\n-Build your sandbox site following the requirements: https:\/\/in.nau.edu\/web\/sandbox-requirements\/<\/a>.
\n–Contact WCM Support<\/a> when your sandbox site is done and ready for approval.
\n-Attend an open lab: https:\/\/in.nau.edu\/web\/training-schedule\/<\/a>.<\/p>\nIf you have any questions or concerns, don’t hesitate to reach out and we would be happy to assist.<\/p>\n
Warm Regards,<\/p>\n[name of Pub]\n<\/body><\/html>\n\n <\/div>\n<\/div>\n\n
- Visit the front-end of the user’s site, copy the URL, and paste it in the Site URL field in the document<\/li>\n<\/ul>\n<\/body><\/html>\n\n <\/div>\n<\/div>\n\n
- In the Add New User section,\n
- Hover over “Users,” then click “Add New”\n
- Set the homepage as the static homepage in the settings\n
- Create a new page\n
- Input information specific to your client\n
- Hover over “My Sites” > “Network Admin,” then click “Sites”<\/li>\n<\/ul>\n
- Login to the training network<\/a><\/li>\n
- If you are missing some of this information, then reach out to the client and request that it be sent.<\/li>\n<\/ul>\n<\/body><\/html>\n\n <\/div>\n<\/div>\n\n