Area: Optimizely B2B Commerce

Cloud customer launch check list

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  • The below Check List of events, notes, and owning Groups are meant to provide a general outline and Check List for initial Site Launches of Optimizely Commerce Cloud to Production
  • The below Check List should be adequately vetted against the specific additional considerations and/or projects needs by the implementation Partner to account for any unique considerations due to a given Site Implementation
  • The below Check List is meant to be universal but should be broadly applicable to any Cloud Site Launch
  • The below Check List should continue to be updated and reviewed over the course of Platform updates.
  • The below Check List is not a reflective list for a Site Upgrade

Pre Launch Events:

Event Owning Estimated Lead Time Dependencies Notes, Needs, Considerations
Request Production Site Setup Partner 2 weeks  

Go-Live with B2B Commerce Cloud

This is done via a Zendesk ticket, minimum 3 weeks before launch date

Request for Production Site Setup should include the following:

  • Production URL
  • Expected Date of Launch
  • Key Points of Contact at Customer DNS and SSL certificate approval.
  • Verify customer DNS TTLs are small.
Create Production Site Optimizely Hosting 2 week
  • Partner request for production site
  • Customer/Partner to provide SSL cert postal address
  • Add DNS records for Mail Gun, Support/Partner to communicate back to Customer 
  • Hosting to make sure that Customer's site domain is verified in Mailgun
  • Purchase SSL Certificate for domain - We require the postal address that was registered with the SSL certificate in order to acquire it on behalf of the customer.
  • S3 Bucket:  Mirror Sandbox bucket to Production bucket
  • Configure Whitelists - copy whitelist entries from Sandbox (note: any real time API calls need to be whitelisted)
  • Provide /etc/hosts entries and IP addresses for customer testing
  • Clear sandbox transactional and history data from production DB(This step is part of the process when copying over Sandbox to Production. Additional scripts can be created by the partner if testing was done on Production after the creation of the production site.)
  • Code Deploy Sandbox version to Production
Approve SSL Certificate for Domain Customer 1-2 days
  • Optimizely to send email from GoDaddy for approval
  • GoDaddy will send the Customer an email (likely whatever email is the owner of their domain)
  • Customer will need to review and this approve
Add DNS Records for Mailgun Customer 1-2 days
  • Optimizely to provide info for DNS record changes
  • Customer will need to add DNS records that Hosting provides to enable emails
Review TTL Setting Length Customer 1 day  
  • Customer should review the current configuration of their Time To Live settings and adjust it down for Launch so once they change their DNS records to point to production their site comes up in a reasonable amount of time. Recommended value is 300 secs.
Install/Configure WIS Partner/Customer 1-5 days  
  • Adjust connection for live ERP via Integration Endpoint
  • Note WIS server name for "Computers Allowed for Integration" setting
Determine Launch Communication Strategy Partner 1-2 weeks  
  • We recommend this task to be started early in the implementation phase
  • This may include scheduling launch planning meetings, setting up communication channels or dial in lines, obtaining additional whitelist URLs etc
Determine Range & Load Up Order/Invoice History  Partner/Customer 1-2 day  
  • Need to determine with Customer how far back you want to pull order & invoice history records
  • Adjust jobs to load history in batches
Configure and run Integrations Partner Estimate by partner  
  • TSA/Developer to set up Integration jobs to run nightly or as appropriate for job type
  • Make sure Rebuild Site Map and Delete Data Set Jobs are set up
  • Determine if the integration server should be recycled at a static time so it doesn't interfere with integration jobs. By default the app pool is recycled every 29 hours. Submit a support ticket to request a preferred static time.
Production Settings Audit Partner 1 week  
  • Review of Sandbox/Production Site Settings and determine proper values during staging and at go-live
  • Configure and set up Integrations
  • Adjust email subject lines in Sandbox so they clearly state 'Sandbox' to avoid confusion on which environments emails are coming from
  • Confirm and Make sure Order Submit Order Number Prefixes are different between Sandbox and Production to avoid confusion on where emails are coming from
  • Emails for Site Account Activation and Console Account Activation should be updated to says the Customer's site name.com rather then Insite.com
  • Production performance tuning described in this article - Monitoring and Improving Website Performance

Clear Sandbox Transactional and History Data from Production DB

Partner 1 day  
  • Partners can provide a script to Optimizely to clear out transactional data and history from any testing that was done on production.
Make sure Theme and latest .Extensions .DLL have been pushed to the site Partner 1 day  
  • Latest .Extenstions .DLL available and deployed should be sequenced during Site Creation
  • Make sure all Theme updates have been made
Configure Robots.txt file Partner 1 day  
Determine Google Analytics Needs Partner/Customer 1 day  
  • Review with Customer to see if there is an existing Google Analytics or Google Tag Manager account that needs to be linked
  • Install Basic Google Analytics
Determine URL Redirect Strategy and Load in Desired Redirects Customer 1-2 weeks  
  • We recommend this task to be started early in the implementation phase
  • Customer to load in any necessary URL redirects
  • Overview of URL Redirects
Host File Site Testing Partner/Customer 1 day
  • Optimizely to provide IP address to be used in Host file
  • Site should be tested and validated prior to go live via host file editing
  • All form of Order Submits should be tested by the Customer (Note: Customer will need to manage/cancel orders immediately placed in to the ERP so orders don't inadvertently ship)
Follow Articles Partner/Customer 1 day  
Code Lock Partner/Customer 2 weeks  
  • This activity should take place two weeks before launch. Final testing should be done here
Performance Review Optimizely Engineering 2 weeks
  • Partner/Customer must be in code lock
  • The Site Reliability team will run a performance review on sandbox. This is done during code lock. CMS changes can be made however we recommend limiting the size and amount of changes during this time as this may negatively impact the results. The CSD or Partner will initiate a ticket for this activity. See guidelines in the article below.

Settings to Review in Production Site once it is created:

Field Name
Computers Allowed for Integration See Notes Determined when the Production WIS is installed

Computers Allowed for Integration


paws-prm2-int1 Replaces aws-stg-int1
Website Domain Names localhost and prod domains The localhost value is needed for Identity Server. Any production domains will need to be included as well.
Test Email See Notes

Once the site is officially launched (ie: fully live and prod testing is finished) this should be blank

The Implementation team and Customer need to coordinate on when the appropriate time for this setting to change is so emails don't inadvertently go out to Live Customer's during Production testing

Automatically Apply Theme No This value needs to be changed to No from Yes for Production Sites




Event Owning Group Timing Notes, Needs, Considerations
Configure Production Specific Site Settings Partner Once Code is deployed Adjust any settings that may need to be different from Production to Sandbox
Change DNS Entries to Production Site Customer Upon Testing Completion
  • Once site has been tested and confirmed Customer is free to change their DNS Records for Production
  • Remove /etc/hosts entries
  • DNS info will be provided in the Project Initiation ticket.
Run Sitemap Integration Job Partner/Customer After launch Run this job and verify the robots.txt file is correct in order for crawlers to reach the sitemap.
Production Health Check Partner After launch Partners should submit a support ticket to notify Optimizely once the DNS has been switched over in order to add the site to be monitored by Optimizely.

Related article: Go Live with B2B Commerce Cloud


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Last updated: Dec 11, 2020

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