Checklist - Migrating from CW 2 to CW 3.0

From Community Weaver 3 Help
Jump to navigation Jump to search

This check list may look overwhelming, but it just describes important configurations to implement for a successful migration from Community Weaver 2 to Community Weaver 3.


You can print this chart and use it as your migration checklist.

Version 11 from May, 2017

See also: Known Issues about migrating from CW2 to CW3


Check List # Location in CW 3 For Time Line Migration tasks Done? Notes
1 In each member's profile, in the section “Coordinator Settings” CW Members who are to be given a coordinator role. while offline In a member's profile the admin coordinators can assign coordinator roles to other members. Assign your coordinators one of the 4 new roles: Admin Coordinator, Member Coordinator, Member Support, Outreach Coordinator CW3 has a new set of coordinator roles. The 4 new coordinator roles have new access permissions. Learn which CW 3 coordinator roles have which access permissions and decide so that you can assign them correctly to your sites coordinators. See the wiki for the list of coordinator's permisisons.
2 GEAR / Toggle edit on Home page while offline Configure: visibility of the boxes click on visibility 'eye'; then toggle edit mode off.
3 GEAR / Configure / General / Identity / Postal Address Site while offline Enter: Postal address and phone number for timebank Often to be found in your CW2 “Footer Text”
4 GEAR / Configure / General / Identity / Email Subject Brand Site while offline Check / change: Email Subject Brand
5 GEAR / Configure / General / Features Site while offline Configure: Sign-up page (permission); member privacy; external link open policy; default ad expiration
6 GEAR / Configure / General / Language & Text Site while offline Set / change: defaults for new members
7 GEAR / Configure / Signup / Step 1: Sign up Site while offline Configure: Sign-up page
8 GEAR / Configure / Signup / Step 2: Profile Site while offline Choose: “required” profile fields
9 GEAR / Configure / Design Site while offline Define: Colors and Font
10 GEAR / Configure / Lists / Community Timebanks Site while offline Create: Community Timebanks if desired (new feature)
11 GEAR / Configure / Emails / E-mail settings Site while offline Configure: Send hour of day
12 GEAR / Configure / Lists / Contact Forms Contact Us while offline EDIT the configurations for your “Contact Us” form . Multiple forms with multiple email addresses of recipients are possible.
13 Members Members who have a Guardian Angel and Members who are a Guardian Angel while offline 1 - Go to the members list and filter for members who have Guardian Angel. Confirm that the Guardian angel settings are configured correctly for each member that appears as a result of the above filter action.

2 - Go to the members list and filter for members who are a Guardian Angel. Confirm that the Guardian angel settings are configured correctly for each member that appears as a result of the above filter action.

Doing this is necessary since CW3 has new Guardian Angel settings which cannot be migrated from CW2 because they did not exist in CW2. Due to the new features, in some cases, during migration the Guardian Angel will be incorrectly configured. For example, the CW 3 migration will set the account “Community Fund' as the default Guardian angel. This is, of course, not the correct Guardian Angel. After the final migration you must choose the correct Guardian Angel. Be sure that members who are assigned the role of Guardian Angel understand the new feature as well as the responsibilities and implications of being a Guardian Angel. It is very different than the Guardian Angel in CW2.
14 GEAR / Toggle edit on Home page while offline Define: the order of the pages and the order of the links on your home page drag and drop
15 Profile Home page – coordinators while offline Choose: which coordinators are visible in the box listing coordinators in each coordinators profile
16 GEAR / Manage / Pages Home page – pages while offline IMPORTANT: All CW2 pages will be imported, but will be unpublished in CW3. Look at all 'regular' and 'inactive' pages in CW3 and decide which ones to publish or delete. VERY IMPORTANT - Check and update: all links in all pages. Edit and update: content of pages. Configure: visibility, start and end publish date, sidebar display of “Regular Pages” Links in all pages will be retained during migration. If any links point to your CW 2 site, they will need to be updated
17 GEAR / Manage / Pages Special Pages while offline Edit the content of and configuration of your site's special pages: “Membership Requirements”; “Welcome”; “Member Account Disabled”; “Terms of Service”; Use the filter for “Special Pages”
18 GEAR / Manage / News (Announcements) Home page – news while offline IMPORTANT: All CW2 announcements will be imported as news, but will be unpublished in CW3. Look at all inactive news in CW3 and decide which ones to publish or delete. Check and update: all links in all news/announcements. Configure: visibility, start and end publish date, sidebar display.
19 GEAR / Manage / Alerts Home page – alerts while offline IMPORTANT: All CW2 alerts will be imported, but will be unpublished in CW3. Look at all inactive alerts in CW3 and decide which ones to publish or delete. Check and update: all links in all alerts. Configure: visibility, start and end publish date, sidebar display.
20 GEAR / Manage / Events Home page – events while offline Check events calendar for accuracy
21 GEAR / Manage / Events Home page – events while offline
22 GEAR / Manage / Links Home page – links while offline IMPORTANT: All CW2 links will be imported, but will be unpublished in CW3. Look at all inactive links in CW3 and decide which ones to publish or delete. Configure: visibility, start and end publish date, sidebar display. Links in all pages will be retained during migration. If any links point to your CW 2 site, they will need to be updated
23 GEAR / Configure / General / Identity / Footer Message Site while offline Check and edit Footer Message” CW 2 has a “Footer Text” And a “Footer Message.” The “Foot Text” which is most often used by CW 2 timebanks will NOT be migrated. If you have important information in your CW2 “Footer Text” you will have to manually enter it into the appropriate locations in CW3 after the final migration.
24 GEAR / Configure / Design Site while offline Check, Change or Upload: Logo
25 Member's Profile Organizations while offline Convert all accounts that are organizations into organizational accounts Ask organizations to update their profile.
26 Member's Profile Organizations while offline As needed, assign members to manage an organizational account. Be sure that members who are assigned to manage an organizational account understand this new feature as well as the responsibilities and implications of being a manager.
27 Member's Profile / Connections / Community Timebank Member while offline If you are planning to use this new feature “Community Timebanks”, assign members to one or more Community Timebanks [Only necessary if Community Timebanks are to be used.] Be sure that members who are assigned to Community Timebank understand this new feature as well as the implications of being a in a Community Timebank
28 GEAR / Configure / Migration to CW3 / Bring Community Weaver 3 Online Site NOW GO ONLINE Click on “Bring Community Weaver 3 Online” to bring your site online. The site is ready for your members to use.