ConsiderationsHere's a helpful set of considerations as you go about completing the pre-launch checklist: - Always test in a dev or test environment before pushing to production.
- Once in production, test again before launch announcement.
- If already Once in production, consider changing global or space visibility permissions until readiness and launch date.
- Make a back-up of a stable environment, and ensure that back-ups are part of your system's regular schedule.
- Test with your organization's standard enterprise browser (or browsers).
- Put yourself in the mindset of your users. This may be a read-only viewer of the site, or a content-editor. Be sure to have test-user accounts (and/or groups) with the different permissions set up to do so.
- Start with a list of spaces (i.e. the Confluence Space Directory) and test each page of each space (if part of launch), right down the line.
- On And on each page, scan each component and area from top to bottom. Use the checklist below for each page's review.
Style and Theme Consistency- Click through each page and check to see that logosLogos, fonts, and colors are all appropriate, expected, and etc. are all consistent.
- Do you notice any oddly-rendered pages or blocks?
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Navigation- Click through each item in your main (header) menu. Do dropdowns behave as they should? Are all the links correctly linked? Does each page maintain the appropriate space or site menu?
- Do the same with any Footer links
- Test your Navigator or Page Tree or Table of Contents menus
- Are there any "dead ends" where users cannot navigate back to the space or site? Ensure that there is always a way out or back
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Labels- Are all your pages labeled appropriately? (Should they be?)
- Are the labels organized and easily understood applied?
- If you have Targeted Search, are the filters and filter groups arranged as they need to be to facilitate feeds, discovery, and search filtering?
Content- Check for (search and scan) for any remaining filler text ("lorem ipsum")
- Check all your page titles and headings–are they clear and distinct? Are they helpful? hierarchical?
- Check all on-page content for typos, errors, omissions
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App Functionality- If you have Theme Press, check to see that you can edit blocks, use the Designer Panel to see blocks (consistently used.
- All layout structures (layers, columns, and blocks) are appearing as expected.
Navigation- The navigation components (menu, footer, sidebar/navigator menus) are deployed appropriately and consistently, and in the expected positions (i.e. menu is always at the top of each page in a given space).
- These menus contain all the correct names and headings, and dropdowns, panels, buttons, and links are all working properly.
- There are no "dead ends", meaning users can always navigate to another appropriate page from their current spot.
- Links (and access) to Confluence back-end pages are hidden and/or restricted to appropriate users.
Labels- All pages are labeled appropriately.
- All blogposts are labeled appropriately.
- All attachments are labeled appropriately.
- Content editors know how, when, and why to apply labels.
- If using Targeted Search, the filters and filter groups are approved and appropriate visibility is set.
Content- There is no filler text (e.g. "lorem ipsum") remaining in titles, headings, or body content.
- All your page titles and headings are clear and distinct.
- All on-page content is free of errors and omissions.
- If using Theme Press, each page is using the correct Page Layout.
- All on-page links and buttons are working as expected.
- All page attachments (such as images, videos, linked files) are linked and displaying properly. (If not, these may display as a broken file icon on the page.)
App Functionality- All Apps are updated and have up-to-date licenses (i.e. no impending expirations).
If using Theme Press:- Edit a block ("x" key then pencil icon), save edits, and confirm expected changes.
- Open the Designer Panel ("." key), and test by adding and removing a border style) If you have Targeted Search, check to see that your search box is .
- Visit the "Configure Brikit Theme Press" Confluence admin page and ensure there aren't any error messages.
If using Targeted Search:- Searches for known existing and non-extant pages are returning the results you 'd expect to see. Check the macros for expected results. If you are using Content Query macros, check to see that it is .
- Any Targeted Search macros are working as expected.
- Content Query macros are returning the correct set of results. (Try changing a label or modified date (, or some other parameter) , to see if you get different results.)
- If you have Content Flow, try out a workflow. Visit the "Search Filters" Confluence admin page and ensure there aren't any error messages, and that visibility settings are appropriate.
- Visit the "Folksonomy" Confluence admin page and ensure there aren't any error messages or unexpected items.
If using Content Flow:- Workflows (automatic or manually-applied) are working as expected. (This may mean creating a new page (, or editing an existing page), applying a workflow, and running it through the workflow steps.)
- If you have Blueprint Maker, try creating a space or page from an existing blueprint. Can you walk through the whole wizard without issue?
- If you have Calendar Integrations, try viewing an event, scrolling through months. Do the expected dates and presentation of those events occur?
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- Visit the Space and Global Workflow pages to ensure that workflows are completely set up (steps, labels, visibility).
If using Blueprint Maker:- All Space Blueprints are working as expected.
- All Page Blueprints are working as expected.
- All Live Blueprints are working as expected.
- Visit the "Blueprints Definitions" Confluence admin page to ensure that all Blueprints are defined, properly linked to their source spaces/pages, and visibility set appropriately.
If using Calendar Integrations:- All connected calendars are the final, production version. (Ensure that there are no testing calendar accounts still enabled).
- Event View is displaying events as expected (click on an event to check expected details).
- Month View is displaying events (or event availability) as expected.
- Visit the Calendar Integrations Confluence admin page to ensure that calendars are authenticated and defined appropriately.
Access and Permissions- Are the right components and pages and spaces hidden?
- Are the right components and pages and spaces accessible?
- Can the appropriate editors access the right places?
- Can the appropriate editors access the Theme Press Designer Panel?
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- All Spaces have the correct permission settings. (They accord with each other, your user and group permission settings, and your org's access policies).
- Any individual page restrictions are set and performing as expected.
- Any content-editors (individual and groups) have access to, and can edit, the appropriate and expected pages.
- Any theme-editors (individual and groups) have access to the Theme Press Designer Panel and/or the Theme Press Default Space (for Architect Page access).
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