Documentation

Creating and Managing Publications

With the Publications tool, you and your team can create and manage multiple publications at the same time or group changes across multiple Sites into a single publication. Each publication is instance-scoped and can include changes to Pages, web content, and documents across multiple Sites.

Because they are instance-scoped, the same publications are visible and accessible anywhere in your instance. However, changes made within those publications are scoped according to the context in which they’re made. For example, Site-scoped changes are only applied to the Site in which they’re made, while instance-scoped changes are applied to all Sites when published.

Once Publications is enabled, you can create, edit, publish, or remove a publication via the Publications bar drop-down menu and Publications overview Page.

To access this Page, open the Global Menu (Global Menu), and go to Publications in the Applications tab.

Tip

Quickly access the Global Menu anywhere in your DXP instance using the following shortcut:

Mac OS: Cmd+Shift+M

Windows/Linux: Ctrl+Shift+M

Access the Publications overview Page in the Applications tab of the Global Menu.

Creating a New Publication

Follow these steps to create a new publication for your instance.

  1. Click Create New Publication in the drop-down Publications bar menu. This redirects you to the Create New Publication Page.

    Click Create New Publication in the drop-down Publications bar menu.

    Alternatively, you can create a new publication on the Ongoing tab in the Publications overview page. Click on the Add button ( Add button ).

  2. Enter a name for your new publication.

    Tip

    Unique publication names aren’t required, though using unique names can be helpful for organization.

  3. Optionally, enter a description of your new publication.

  4. Click Create.

Enter a name and description for your publication, and click Create.

Publications created in this way use the current production environment as their baseline, without adding any changes. All changes made in your publication are tracked as deviations from the production environment at the time it is created.

After creating a new publication, you can begin adding changes to it. See Making and Publishing Changes to learn more about the editing and publishing process.

Managing Ongoing Publications

The Ongoing tab lists all active, unpublished publications for your DXP instance. By default, these publications are ordered by Modified Date, though you can also order them by Name. Each entry includes the publication’s name, description, time of last modification, time of creation, and owner.

The Ongoing tab lists all active, unpublished publications for your DXP instance and their information.

By clicking on a publication’s Actions button ( Actions button ), you can select a publication to perform any of the tasks listed below.

Work on Publication: Activates the Publications feature. Once you’ve selected a publication to work on, you can easily toggle between production and your selected publication via the drop-down Publications bar menu.

Edit: Modify a publication’s name or description any time after its creation.

Review Changes: Shows all changes included in your selected publication. By default, DXP displays a simple summary of the publication’s tracked changes. Use the toggle switch for Show all Items to view all processes related to your changes. You can also switch between list and context display styles. See Reviewing Publication Changes for more information.

Publish: Immediately publishes your publication’s changes. When selected, DXP detects conflicts and notifies you if necessary. If there are no conflicts, click Publish to make your changes live. See Making and Publishing Changes and Resolving Conflicts for more information on this process.

Schedule: Choose a future date and time when your publication’s changes are applied to production. When selected, DXP detects conflicts and notifies you if necessary. If there are no conflicts, click Next, and set a Date and Time using UTC to publish your changes. When finished, click Schedule. See Making and Publishing Changes and Resolving Conflicts for more information on this process.

Permissions: Assign publication-specific permissions to User roles in your instance. Permissions configured in this way are scoped to the individual publication. By default, most Users cannot create or access Publications, though you can manually configure Users Roles to grant wider accessibility.

Delete: Remove a publication from your instance. When selected, you are prompted to confirm your choice.

Important

Deleting a publication permanently removes all of its changes from your database and cannot be undone. Before deleting a publication, ensure you’ve saved any data you want to preserve.

Managing Scheduled Publications

The Schedule tab lists all scheduled publications for your instance. By default, these publications are ordered by Name, though you can order them by Modified Date or when each publication is scheduled for Publishing.

The Schedule tab lists all scheduled publications for your instance.

By clicking on the Actions button ( Actions button ) for a scheduled publication, you can Unschedule or Reschedule its publication, as well as Review Changes. When a publication is unscheduled, it becomes editable again and is listed in the Ongoing tab.

Managing History of Publications

The History tab lists all previously published publications for your instance. By default, these publications are ordered by Published Date, though you can order them by Name.

The History tab lists all previously published publications for your instance.

Click Revert to easily create publications that revert previously published changes to your instance. You can also make additional changes to your DXP instance as part of your Revert publication. See Reverting Changes for more information about this process.

Tip

Its recommended Users enable Publications early on in your development process to achieve a more complete audit of your instance’s changes.