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Planning several brands

The business decisions to take before running several brands, regions or microsites on one Exponential installation - shared or separate, teams, designs, upgrades, and when separate installations are the better choice.

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Address: https://doc.exponential.earth/exphelp/viewer/help/businesses/multisite/multi-brand-planning.md

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Planning several brands

This page is for owners and managers who are about to put a second brand, a regional site or a set of campaign microsites next to their main website. It lists the decisions that shape the project, explains what Exponential gives you when all sites share one installation, and names the cases where separate installations serve you better. The technical details are on the pages linked at the end of each section.

Contents

  1. What "one installation" means for a business
  2. The five questions to settle first
  3. Common shapes
  4. One installation or several
  5. Teams and permissions
  6. A planning sheet you can copy

What "one installation" means for a business

Multi-site support is listed among the main features of Exponential in the project README. One installation is one kernel, one set of extensions and (usually) one database. Each of your brands is one or more siteaccesses with its own host or path, language and design (Planning multisite and multilingual projects).

What that means in practice:

You gainYou accept
One place to update and secure every brandEvery brand moves with the others on an upgrade
Shared content and media, one search indexA heavy site slows the others on the same machine
One administration for all editors, if you want itA restore from backup restores all brands at once
One backup routineBrand-specific code must be kept tidy, or it affects all

These trade-offs are taken from Setting up several sites in one installation. Write them into your project charter, so nobody is surprised later.

The five questions to settle first

  • To do: Do the brands share content, such as one article shown on two sites, or only the installation?
  • To do: Does each brand have its own design, or do some share one with different colors and logos?
  • To do: Do the brands share editors, or does each have its own team that must not see the others' content?
  • To do: Do the brands share one database? Siteaccesses that share one are listed together in RelatedSiteAccessList[] (10.2 Siteaccesses and site addresses).
  • To do: Will the brands be upgraded together? One installation means one kernel version for every brand.

If you answer "no" to most of these, read One installation or several carefully.

Common shapes

ShapeHow it is builtTypical for
Separate content per brandOne folder per brand under the content root; each siteaccess uses its folder as its rootSeveral brands of one company
Shared content, different designsThe same root, a different design per siteaccessA trade site and a consumer site showing the same products
One brand in several languagesOne siteaccess per languageExporters, international associations
Each brand in its own extensionSettings that apply only while that brand's siteaccesses runAgencies and organizations with many small sites

Sources: Setting up several sites in one installation and Per-site settings inside extensions.

Note

The shapes combine. A common pattern is two brands, each in two languages: four public siteaccesses and one administration on the same installation.

One installation or several

The hosting documentation compares the two options (Multisite on one installation):

One installation, several siteaccessesOne installation per site
Shared content and usersyesno
One update for all sitesyesone per site
Operating-system isolation between sitesno: one system user, one code baseyes
One site's load affects the othersyesno, with separate pools or instances
Backups and restorestogetherper site

Its rule of thumb: several siteaccesses on one installation for one customer with several sites; separate installations for different customers. For a business that means: your own brands usually belong together; a brand you might sell, spin off or hand to a different owner is safer on its own installation.

When separate installations still need to exchange content, the syndication extension exports part of the content tree of one installation as a feed that another imports, kept in step by cron (syndication).

Teams and permissions

Decide who owns each brand's content, who may publish, and who approves changes, before roles are built.

A planning sheet you can copy

Brand plan for <organization>                                  <date>

| Brand | Address (host or path) | Languages | Design | Content root | Editors | Owner |
|-------|------------------------|-----------|--------|--------------|---------|-------|
|       |                        |           |        |              |         |       |

Shared between brands: <content, media, users, products ...>
Kept apart: <...>
Upgraded together: yes / no (if no: separate installations)
Cross-brand links needed: yes / no
Open questions: <...>

The leadership section has a longer sheet with languages and siteaccess details (The planning sheet).

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