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6. Go-Live Checklist
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6. Go-Live Checklist

This section contains a quick list of the basic steps you should follow when going live with an xTupleCommerce site. Because site requirements may vary from implementation to implementation, think of the steps listed here as a sample hit list of topics to cover when migrating an xTupleCommerce site to a new version. Specific steps may vary slightly due to your individual requirements.

  1. Put current site in maintenance mode.

  2. Stop ERP service.

  3. Start ERP backup.

  4. Start Drupal backup.

  5. Migrate Drupal server data.

  6. Setup new Drupal server and whatever else you need to do...

  7. Restore backup to new ERP server.

  8. Set up new ERP server:

    • Setup config.js.

    • Add production encryption key. Best practice is to name the encryption key after the domain where it is being used and to store it in a standard default location. For example

      • Key name: company.xtuplecloud.com.key

      • Windows location: c:/crypto

      • Mac location: /key

    • Add nginx DNS proxy.

    • Ensure all extension code is set up and npm install, make`, etc.

  9. Upgrade database to target version (e.g., 4.11.3).

  10. Apply all extensions.

  11. Apply any needed patches.

  12. Ensure Oauth2 config is set up:

    • Update OAuth2 database name column if database name changed: xt.oa2client.oa2client_org.

  13. Configure ERP:

    • Set GUEST Customer.

    • System > Setup: Set default pre-pay terms to credit card.

    • System > Setup: Set REST API base URL to correct domain (e.g., company.xtuplecloud.com).

    • Sales > Setup: Set customer defaults.

    • Sales > Setup: Set Quote # Gen to Automatic, Use S/0 #'s.

    • System > Design > Packages: Set payment-gateways to allow modifications.

    • System > Design > Scripts: Set payment-gateways scripts to Order = 100.

    • Set admin user preferences to not Idle Timeout the client. Set to 0.

    • Giveadmin user ConfigureCC priv. Should still have it in v1.0.1.

    • Disable old credit card system.

    • Add payment gateway account and configure.

  14. Start new ERP service.

  15. Connect to new ERP service.

  16. Configure website:

    • Configure store settings:

      • Default warehouse.

      • Pre-pay terms.

    • Add USPS settings to website.

    • Add Google API key.

    • Add reCaptcha API key.

    • Configure user registration referral settings.

    • Configure email settings.

    • Set up manager users.

    • Make sure manager users are customers in ERP.

    • Give manager user ViewCustomerMaster and MaintainXdrupleMarketing privs in ERP.

    • Configure shipping:

      • Add UPS API key.

      • UPS Ground.

      • UPS Next Day Air.

      • UPS 2nd Day Air.

      • UPS 3 Day Select.

      • Customer Advise Carrier: When selected, the customer can input shipping carrier account info.

  17. Migrate credit card data:

    • Delete all inactive.

    • Delete all expired.

    • Delete duplicates for customers with more than 10 cards.

    • Run migrate on one customer to make sure it works.

    • Run migrate on all customers.

    • Babysit migration until complete.

    • Delete remaining cards with migration errors.

    • Truncate ccardaud table

  18. Configure Discounts:

    • Define a few coupon codes, if applicable.

  19. Configure Item Access:

    • Allow Backorders.

    • Exclusive Items.

    • Items to hide when out of stock.

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5. Demo Setup Home Chapter 6. Preparing the ERP for xTupleCommerce