Trial Site Activation (Going Live)

Site activation (aka going live) is done once your site is ready to go public or if you need to have a custom domain name to finish your testing.

It includes paying for your hosting plan, verifying ownership of the domain and pointing your domain’s A record to an Treepl server.

This process requires both actions in Treepl Portal and in your DNS (Domain Name System) provider’s console. So you'll need to have access to the DNS during this process, or be in contact with someone who has it.

Typically, your DNS will be managed in one of two places:

Your domain can be managed via registrar’s console or third-party DNS service (such as Cloudflare or Business Catalyst).

Sites hosted with BC typically use built-in DNS service to manage their domain. If this is the case for you, we strongly recommend switching to another DNS service (most obvious solution is to switch back to your domain registrar, for example GoDaddy).

Prerequisites

Check your site settings. Make sure that correct Hosting Plan and Data Center are selected. You can change Hosting Plan directly in the settings. You can switch to a different Data Center by duplicating your site or creating a support ticket with the transfer request.

You also have to own or have access to a domain you’re going to assign to the site.

If you’re migrating from BC, copying your DNS records and switching Name Servers in advance is preferred, but not required.

Activate a Trial Site

Log into Treepl Portal.
Click the “Activate” button for the trial site you wish to activate.
Follow the instructions.

Here is an outline of the steps.

Payment

Check that correct Hosting Plan is displayed. Proceed with payment if everything is in order.

Hosting prices are doubled for 'Free Access' Partners.

Domain Name

Enter the domain name you’ll be activating. The root domain name is required (example.com). You can change this later in the process of activation by clicking “Change Domain Name” if you’ve made a mistake - you’ll be forwarded to this step to start over.

Site Type

This step determines whether we’ll be checking your NS records. This check is performed for sites that are Migrated from BC.

Changing Name Server

This step only applies to sites migrating from BC as Treepl is explicitly checking for BC name servers.

To avoid downtime the first thing you need to do is to create a full copy of existing DNS records in your new DNS management service, be it your domain registrar or third-party service provider.

You can then proceed to change name servers in your domain registrar’s console. If you’re going to use the domain registrar for DNS management, you can change the name servers to default values (an option most registrars have). Otherwise refer to the documentation of your DNS management provider for their appropriate name server values.

Changes to your NS values may take up to 48 hours to come into full effect across on the internet. So keep this in mind when planning your changeover.

Changing your NS values will stop all your existing DNS settings from working. Be sure you migrate any other DNS settings which you may still require to your new DNS service.

Use a service like https://mxtoolbox.com/SuperTool.aspx to ping your domain name and check that its NS values, and various other DNS records, have been applied. You may still need to wait 24-48 hours though for other services to see these changes.

Updating A Records

You'll be provided with an IP address that you’ll need to point your domain to.

Once logged into your DNS service, locate the DNS settings option.

DNS settings

Find an A record with "@" Name/Host and choose to edit that record.

Edit @ Host A Record

Change the IP address to those generated during Step 5 of the activation process (these details will also be emailed to you).

"IP Address" is sometimes called "Points to" or "Value" or simply "Address", depending on your registrar's terminology.

Record Values

You can usually leave the "TTL" (Time To Live) set at the default. Generally though, the accepted value is 24 hours (86,400 seconds).

Be sure to save/apply any changes and confirm you receive a successful message and no errors have occurred.
If unsure, or to double check, refresh the page or revisit the DNS settings to confirm your changes have applied.

www Host

We recommend also setting up www subdomain. You can do this by either creating an A record and pointing it to the provided Treepl CMS IP address, or by creating a CNAME record and pointing it to the root domain record.

Activation Complete

Once Treepl CMS detects the correct A record value for your root domain - activation is complete. Your site will then be accessible via your custom domain name with HTTPS enabled.

The site will now be listed in your ‘Live Sites’ section of your Treepl Portal.

Changes to your DNS may take an hour or two to become fully available on the internet. So it is best to leave the activation process and check back later to see if detection has occurred.


MX Records

If you are setting up hosted email accounts with Treepl CMS you will need to have the relevant MX record in your DNS.

Once logged into your DNS service, locate the DNS settings option.
If you have any existing MX records listed you’ll need to remove these.

Removing any existing MX records will stop that email service form working and you’ll likely lose access there. So be sure you have finished up with prior email accounts before proceeding.

DNS settings

Locate an option to add additional records.

Add Record

Choose a record type of “MX” and add @ to the Host/Name field (or leave it blank, depending on how your DNS service prefers it).

In the Value/Address field add mx.yourdomain.com.cust.b.hostedemail.com (replacing yourdomain.com with your actual domain name).

For the Priority field, you can leave any default value there or if no value exists add a priority of 10.

You can usually leave the "TTL" (Time To Live) set at the default. Generally though, the accepted value is 24 hours (86,400 seconds).

Record Values

Be sure to save/apply any changes and confirm you receive a successful message and no errors have occurred.
If unsure, or to double check, refresh the page or revisit the DNS settings to confirm your changes have applied.

Once the MX record has successfully propagated, you’re emails should then begin working.

Changes to your DNS may take an hour or two to become fully available on the internet.

CNAME Records for Webmail Access

Optionally, you may also like to set up a subdomain for a convenient way to log into the webmail service.
You can do this by adding a “CNAME” record type with a Host/Name of mail and a Value/Address of mail.yourdomain.com.cust.b.hostedemail.com
Then, when you visit mail.yourdomain.com you’ll be directed to the webmail login screen.


SPF Records

An SPF record is a TXT record that defines which authorised parties can send email on behalf of (in the name of) your own domain name.

There are various cases where Treepl CMS can send out emails in which you would want to appear as though they originated from you or your clients email address. Such as web form notifications, autoresponders, system messages, etc.

So that Treepl CMS can do this in an authorised, non-spam risk way, it is strongly advised that you add the following 'SPF' record to any domain name's DNS that will be used with Treepl CMS. The 'SPF' record would have @ as the Host/Name field (or left blank, depending on how your DNS service prefers it).

Use the SPF Generator to easily construct your SPF record, or to understand more about these values, or to manually construct your SPF record, see further details below.

SPF Generator

From your current DNS, eg: v=spf1 a mx include:_spf.google.com ~all





Instructions for manually creating, or updating, your SPF Record

For any domain name added to a Treepl CMS website that will utilise system email messages, you'll need to add include:_spf.trustedemail.co to your SPF Record, or create one if an SPF Record does not already exist.

Example:

v=spf1 include:_spf.trustedemail.co ~all

If your DNS services doesn't list 'SPF' as a record type choose 'TXT' as the record type instead.

Additionally, if you have Treepl hosted email (OpenSRS), your SPF record must also have include:_hosted.trustedemail.co.

So building on the example above we'd now have:

v=spf1 include:_spf.trustedemail.co include:_hosted.trustedemail.co ~all

It may be the case that you already have other 3rd parties sending emails on behalf of your domain and therefore already have an SPF record in place. In which case you'd need to add to this record and combine any existing entries with Treepl CMS values above.

Below is an example including an existing domain name of a 3rd party service (Google) plus Treepl CMS includes for both system emails and hosted emails:

v=spf1 include:_spf.trustedemail.co include:_hosted.trustedemail.co include:_spf.google.com ~all

For more information regarding SPF Record syntax refer to the official specification here.
And to check your SPF record syntax is valid you can use a service such this SPF Syntax Validator



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