Difference between revisions of "NATS4 Go Live Checklist"

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(Created page with '{{NATS4 Manual | show_setup_section = true }} Complete all the steps in this list before you go live with NATS4.1. * Did you setup all your billers? ** Did you enter the r…')
 
 
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** Did you enter the right account information in the [[Billers Admin]]?  
 
** Did you enter the right account information in the [[Billers Admin]]?  
 
** Did you setup each biller on their website?  
 
** Did you setup each biller on their website?  
−
** Did you setup the biller [[Join Options]] in the [[Sites Admin]].
+
** Did you setup the biller [[Join Options]] in the [[Sites Admin]]?
 
** Did you setup your [[NATS4 Biller Fees|Biller Fees]] for processing transactions?
 
** Did you setup your [[NATS4 Biller Fees|Biller Fees]] for processing transactions?
  
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* Did you setup all of your sites?   
 
* Did you setup all of your sites?   
−
** Did you setup an Apache VirtualHost for each [[Link Domain|linkdomain]].
+
** Did you setup an Apache VirtualHost for each [[Link Domain|linkdomain]]?
−
** Did you set up [[Ct#Tour|tours]] for each [[Ct#Site|site]].
+
** Did you set up [[Ct#Tour|tours]] for each [[Ct#Site|site]]?
−
** Did you customize the color scheme, background image, and header image in your [[Ct#Join Form|join forms]] with the [[Customize Join Form]] feature.
+
** Did you customize the color scheme, background image, and header image in your [[Ct#Join Form|join forms]] with the [[Customize Join Form]] feature?
−
** Did you set up [[Ct#Join Option|join options]] for each site.
+
** Did you set up [[Ct#Join Option|join options]] for each site?
−
** Did you design a [[ct#Join Form|Join Form]] for each site.
+
** Did you design a [[ct#Join Form|Join Form]] for each site?
  
 
* Did you setup and enable your [[ct#Program|programs]]?
 
* Did you setup and enable your [[ct#Program|programs]]?
−
** Did you set up default payouts for your [[Ct#Program|programs]].
+
** Did you set up default payouts for your [[Ct#Program|programs]]?
  
 
* Did you setup your [[ct#Adtool|adtools]]?  (Optional)
 
* Did you setup your [[ct#Adtool|adtools]]?  (Optional)
−
** Did you configure the advanced features for certain [[Ct#Adtool|adtool]] types, like [[NATS4 Geo Banners|Geo Banners]] and [[NATS4 Fan Signs|Fan Signs]]. (Optional)
+
** Did you configure the advanced features for certain [[Ct#Adtool|adtool]] types, like [[NATS4 Geo Banners|Geo Banners]] and [[NATS4 Fan Signs|Fan Signs]]/ (Optional)
 
** [[NATS4.1]] offers a variety of new [[Ct#Adtool|adtool]] types. Please see our [[Adtool Types]] wiki article for more information.
 
** [[NATS4.1]] offers a variety of new [[Ct#Adtool|adtool]] types. Please see our [[Adtool Types]] wiki article for more information.
  
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* Did you setup your affiliated [[NATS Third Parties|Third Parties]]? (Optional)
 
* Did you setup your affiliated [[NATS Third Parties|Third Parties]]? (Optional)
 
** [[NATS4.1]] offers integration with a variety of [[Ct#Third Party|third parties]]. Please see our [[NATS4 Supported Third Parties|Supported Third Parties]] wiki article for more information.
 
** [[NATS4.1]] offers integration with a variety of [[Ct#Third Party|third parties]]. Please see our [[NATS4 Supported Third Parties|Supported Third Parties]] wiki article for more information.
 +
 +
* Did you reconfigure your IntelliChat plugin to work with [[NATS4.1]]? (Optional)
 +
** See our [[NATS4 IntelliChat]] wiki article for more information.
  
 
* Did you set up your [[Ct#Affiliate|affiliate]] [[Ct#Skin|skins]] in the [[NATS4 Skins and Templates Admin|Skins and Templates Admin]]? (Optional)
 
* Did you set up your [[Ct#Affiliate|affiliate]] [[Ct#Skin|skins]] in the [[NATS4 Skins and Templates Admin|Skins and Templates Admin]]? (Optional)
−
* Did you customize the color scheme and header logo of your affiliates' [[Ct#Skin|skins]] and [[Ct#Template|templates]] with the [[CSS Theme Builder]]. (Optional)
+
* Did you customize the color scheme and header logo of your affiliates' [[Ct#Skin|skins]] and [[Ct#Template|templates]] with the [[CSS Theme Builder]]? (Optional)
  
 
* Did you configure and test your [[Ct#Cross Sell|cross sales]] and [[Ct#Upsell|upsells]]?
 
* Did you configure and test your [[Ct#Cross Sell|cross sales]] and [[Ct#Upsell|upsells]]?
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* Did you setup your [[NATS4 Configuration Admin|Configuration Admin]] settings?
 
* Did you setup your [[NATS4 Configuration Admin|Configuration Admin]] settings?
  
−
* Did you setup affiliate [[PayVia|payment types]]?
+
* Did you setup affiliate [[Pay Via Types|payment types]]?
 
** NATS comes with a Quickbooks payment type, but supports Paypal, international and domestic wire, and Epassporte.
 
** NATS comes with a Quickbooks payment type, but supports Paypal, international and domestic wire, and Epassporte.
−
 
−
* Did you create an [[In-House Accounts|In-House Account]] to track your type-in traffic with?
 
  
 
* Did you setup your [[NATS4 Site User Management|member management]] for your [[Ct#Site|sites]]?
 
* Did you setup your [[NATS4 Site User Management|member management]] for your [[Ct#Site|sites]]?
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* Did you set up [[NATS4 Affiliate Activation|affiliate account verification]] for new [[Ct#Affiliate|affiliate]] accounts?
 
* Did you set up [[NATS4 Affiliate Activation|affiliate account verification]] for new [[Ct#Affiliate|affiliate]] accounts?
  
−
* Did you add ?<?=$_SERVER['QUERY_STRING']?> to your paysite's page to page links and did you change the join link to that provided on the top of the sites edit page?
+
* Did you add ?<?=(!empty($_REQUEST['nats']) && !preg_match('/[\'\"<>()\\\+\[\]]/', $_REQUEST['nats']))?'&nats='.$_REQUEST['nats']:''?> to your paysite's page to page links and did you change the join link to that provided on the top of the sites edit page?
  
 
* Did you test any link codes?
 
* Did you test any link codes?
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* Did you credit (or charge back) a membership?   
 
* Did you credit (or charge back) a membership?   
 
** Did NATS remove the credited member? -- note that for some billers, there can be a delay of several hours before we import the credit.
 
** Did NATS remove the credited member? -- note that for some billers, there can be a delay of several hours before we import the credit.
 +
 +
* Have you ran a complete member sign up through NATS, including a check to confirm that the new member can log in to your membership area?
 +
 +
* Did you test everything twice?
  
 
[[Category:Also NATS4 Article]]
 
[[Category:Also NATS4 Article]]
 
[[Category:About NATS4]]
 
[[Category:About NATS4]]
 
[[Category:NATS4 Setup]]
 
[[Category:NATS4 Setup]]

Latest revision as of 17:24, 23 May 2017

NATS 4
NATS Setup
Post-Installation Steps
Apache Configuration
MySQL Settings
Creating Admin Accounts
Multiple Server Setup
Using Memcached for Caching
File Upload Setup
Link Domain
HTTPS Setup
NATS4 Files and Directories
NATS4 Go Live Checklist
NATS3 to NATS4 Going Live Checklist
Moving NATS4
Members Admin
The Members Admin
View Member Details
Add Member
MySQL Auth
Mod Authn DB
Multisite Access
Member Logging
Member Password Retrieval
OpenID Connect
Mod Auth OpenIDC
ID Numbers

Complete all the steps in this list before you go live with NATS4.1.

  • Did you setup all your billers?
  • Did you setup at least one cascade?
    • Were you able to sign-up up successfully?
    • Did it cascade correctly on failure?
  • Did you setup and enable your programs?
    • Did you set up default payouts for your programs?
  • Did you setup your pop-ups, pop-unders, or consoles? (Optional)
  • Did you reconfigure your IntelliChat plugin to work with NATS4.1? (Optional)
  • Did you setup affiliate payment types?
    • NATS comes with a Quickbooks payment type, but supports Paypal, international and domestic wire, and Epassporte.
  • Did you add ?<?=(!empty($_REQUEST['nats']) && !preg_match('/[\'\"<>()\\\+\[\]]/', $_REQUEST['nats']))?'&nats='.$_REQUEST['nats']:?> to your paysite's page to page links and did you change the join link to that provided on the top of the sites edit page?
  • Did you test any link codes?
  • Did you test your join forms?
  • Did you credit (or charge back) a membership?
    • Did NATS remove the credited member? -- note that for some billers, there can be a delay of several hours before we import the credit.
  • Have you ran a complete member sign up through NATS, including a check to confirm that the new member can log in to your membership area?
  • Did you test everything twice?
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