Migrating an existing site to another site

Updated on 27-March-2018 at 3:27 PM

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In this article, you'll get step-by-step instructions to migrate all of a site's pages, files and data from one site to a brand new site. For the purposes of this article, the existing site is called the source site and the new site is called the destination site.

Site Migration is a manual process that involves using FTP or Dreamweaver . Migrating a site can be a complex process, depending on the features implemented in the source site.

Creating the destination site

The first step in migrating a site is to prepare the new destination site. Create a new site and click the radio button to choose the Start From Scratch option.

 

The Start from scratch option creates a new, empty site you can use as the destination site to copy all the pages, images, and files from the source site.

Note: Do not choose the option to Import your current website, because the system will not copy the source site's templates or files.

The new destination site's name must be different from the source site's name, because this system requires every site to have a unique name.

Uploading the source site's pages and files

Now that you have a destination site to use for the migration, the next step involves copying all the directories and files from the source site. You have 3 options for this purpose:

File Manager:

When you first log into the Admin Console and use the File Manager to view the files of the destination site, the site folder will be empty except for a StyleSheets folder, which contains the default ModuleStylesheets.css file used to style the appearance of modules.

Dreamweaver

This article details how to connect to your website using Dreamweaver and how to upload files to your site.

FTP Client

For detailed instruction on how to connect to your website using a FTP client use this article .

Basically, the steps that you need to perform involve:

- First, copy all files and folders from the source site to a temporary folder on your local machine;

- Then by keeping the directories and site hierarchy intact, copy the files and folders exactly as they are to your destination site from the local machine.

For the purposes of this example, the files are uploaded using FireFTP, a free Firefox browser add-on:

Copying the files and folders from the source site to your local machine

Create a temporary folder on your computer's hard drive to hold all the files and directories from the source site. Launch an FTP client and connect to your source site, select all of the site files and copy them locally in the folder that you have created.

Copying files and folders from your local drive to the destination site

Next, use your FTP client to log in and connect to your destination site. Copy all the files and folders from the local temporary folder to the root directory (top-level folder) of your destination site.

Migrating site templates and layout

After copying all the images, pages and files (including CSS and JavaScript) from your source site to the destination site, the next task involves migrating the templates.

For this purpose you have 2 options:

  1. Using Dreamweaver for uploading the Template and StyleSheet folders using the Files panel. To learn more about connecting to your site and uploading files with Dreamweaver, see the Connect to your site using Dreamweaver article.
  2. By using the Admin panel of your website:
    • Log into the Admin Console for the source site.
    • Choose Site Manager / Page Templates.
    • Select each template one by one, then expand More Options under each and click on the name of the template in order to download it (in the following example the template name is 1.htm):
    • Repeat the previous step to download each template from the source site.
    • Log into the Admin Console on the destination site.
    • Choose Site Manager / Page Templates.
    • Select the Add Template button.
    • Create the new template using the same name as the template you copied from the source site, then save it.
    • Click the More Options menu and then the Upload feature.
    • Use the interface to browse and select the corresponding template file that you downloaded from the source site.
    • Click Save&Publish.
    • Repeat these steps for each template you are migrating.

After you've successfully migrated the templates to the destination site, the next part involves re-applying the templates to each web pages that you uploaded to it.

Follow these steps:

  1. Log into the Admin Console on the destination site.
  2. Choose Site Manager > Pages.
  3. Select each webpage and from the Template drop-down menu choose the template that you wish to apply for it.

As an alternative you can use the option available for each template of Assign this Template to (available when editing a template in Site Manager ? Page Templates ).

To learn more about working with the web page details, read Understanding the settings in the Web Page Details page .

 

Copying layout files

To migrate the layouts, you'll need to manually copy and paste the code from the layouts on the source site to the destination site.

The basic guidelines that you will need to follow are:

  1. Log into the Admin Console of the source site.
  2. You can choose to migrate the layout of the following sections:

Module templates and System Pages under Site Manager

System Emails under Site Settings

  1. In the page that appears, click to select each type of layout that the source site has customized;
  2. For each category of layouts, you'll click the individual layouts that you have customized. It is easiest at this point to use a second browser to log into the Admin Console for the destination site, so that you can navigate to the exact same category and location in both browsers.
  3. The layout is displayed in the online editor. Click the HTML tab to access the source code for the layout.
  4. Select the source code for the individual layout. Copy the HTML code to the clipboard.
  5. Switch over to the other browser window that contains the new destination site and browse to the exact same layout opened. Select HTML view and paste the customized code from the source site, the Save.
  6. Repeat these steps for every customized layout in the source site.

Migrating site navigation

Whenever a new site is created, the system adds a single, standard main menu by default. Before replicating the source site's navigation, you'll need to delete all the default items under Site Manager > Menus and then manually re-create the menu to match the one from source site.

Follow these steps:

  1. Log into the Admin Console on the destination site and in separate browser window open the source site as well.
  2. Choose Site Manager > Menus;
  3. On the destination site, create a new menu using the Add Menu button:
  4. For Menu type select the type of menu that the source site uses, then click Next:
  5. Manually re-enter the menu items so as to match the ones used in the source site.
  6. Enter the menu item names, their links and the parent items to exactly match the source site menu settings.
  7. If the source site's menu items have the option to Assign your own CSS selected, make sure to also enable this option in the destination site.

Be sure to use the exact same CSS class names (which will match the CSS rules in the style sheets that you previously uploaded to the new destination site).

Note: For menu items that link to module pages (including catalogs in an online store, blogs and Web Apps) leave the link fields blank for now. But create the menu items for these items, to exactly match the menu in the source site.


Migrating the contact database

To move contact data from the source site to the destination site, follow these steps:

  1. Using Reports > Custom reports > Add Customer Report create generate a customer report that contains the complete set of contacts in the source site.
  2. Export the report to Microsoft Excel, as a spreadsheet.
  3. On the destination site expand CRM > Customers:
  4. Click on Import Contacts (advanced) and download its import template, then edit it with the data exported from the source site;
  5. Import the contacts into the destination site.

To get more details about the steps described above, see Migrating and importing contact details from another site

Migrating an online store 

To move the data from an online store from the source site to the destination site, follow these steps:

  1. Log into the admin console on the destination site and in separate browser window open the source site's admin console as well.
  2. Export the products from the source site to your local machine.
  3. Import the products list from your local machine onto the destination site.


  1. Recreate the catalog structure in the destination site.
  2. Replicate the shipping options and tax codes in the destination site.
  3. Replicate the payment gateway settings.
  4. Copy and paste the online store HTML layouts from the source site to the destination site.

To learn more about this process, read Migrating an online store to another site

Migrating web forms

When replicating the web forms that exist on the source site to the destination site, consider the following:

  • If the source site has web forms that are inserted as modules, recreate the web forms and then reinsert the web form modules into the corresponding areas of the destination site.
  • If the source site contains customized web forms, recreate the web forms on the destination site and then integrate the customized HTML of the source site with the new web form's HTML code on the destination site.
  • Customized web forms must be reinserted as HTML into the corresponding areas of the destination site.

To get more information about this process, see the Migrating web forms from one site to another

Migrating modules

If the source site contains module functionality, such as FAQs, Announcements, Site Search, Photo Galleries, Literature items, and more, you'll need to migrate those to the destination site.

Follow these steps:

  1. Manually recreate the modules on the destination site to match the source site's module functionality.
  2. Manually copy the module content from the source site to the destination site.
  3. Copy and paste the customized HTML module layout source code from the source site to the destination site.

To see the detailed steps about how this is accomplished, read Migrating a set of modules from one site to another

Migrating Web Apps

Migrating Web Apps can be a complex operation. These are the primary steps you'll follow, although the actual migration process will depend on the way the Web Apps were initially created:

  1. Create a WebApp in the destination site with the same database schema and settings as the source Web App.
  2. Export the Web App items from the source site to your local machine.
  3. Import the same Web App data from your local machine to the destination site.
  4. Copy and paste the customized Web App layout source code.

To get more information about migrating Web Apps, see Migrating Web Apps from one site to another

Migrating email campaigns

  1. To migrate email campaigns, follow these steps:
  2. Recreate the email campaigns on your destination site to match the ones that exist in the source site;
  3. Copy and paste the HTML email source code in the destination site;
  4. Recreate the recipient lists for each of the email campaigns;
  5. Export the recipient lists from the source site and then import it into the destination site.

To learn more about migrating and importing email campaigns, see Working with email campaigns .