Overview of Migrating from Legacy ScreenSteps to New ScreenSteps

Migrating from the legacy version of ScreenSteps to the new version involves understanding key differences in features, user roles, and migration options. The new ScreenSteps platform introduces changes to permissions management, editing tools, and site management, which are important to consider before transitioning.

• The legacy and new versions of ScreenSteps have different user roles and editing tools.
• Migrating does not require an immediate, all-at-once switch.
• Understanding these foundational differences helps ensure a smooth migration process.

Key Terms

Familiarity with the following terms will help you understand the migration process:

• Legacy ScreenSteps: The previous version of ScreenSteps, which includes both a web application and a desktop editor.
• New ScreenSteps: The updated version, currently offering only web-based components (as of October 31st), with a desktop editor planned for future release.
• Sandbox Site: An additional site provided for testing and exploring the new ScreenSteps features without affecting your main published site.
• User Roles: Permissions assigned to users, which determine what actions they can perform within ScreenSteps.
• Legacy and new versions use different terminology and structures for user roles.
• Sandbox sites allow safe experimentation with new features.

Background: Differences Between Legacy and New ScreenSteps

The legacy version of ScreenSteps includes both a web application (for content management) and a desktop editor. The new version, as of late October, only includes web-based components, with a desktop editor to be added in the future. This means some workflows may change, especially for users accustomed to the desktop editor.

Another significant change is in the way user permissions are managed. The legacy version uses three roles: admin, contributor, and reader, each with customizable permissions. The new version simplifies this to two main roles: account admin and site user. Account admins have full access, while site users can have permissions tailored to their needs at the site levels, including view-only or contributor access. Additionally, the new version introduces the concept of a site admin, who can manage everything within a specific site, including user management.

• The new version currently lacks a desktop editor but offers an improved web editor.
• User roles and permissions are streamlined and more flexible in the new version.
• Site admin is a new role that allows for more granular site management.

Why Migration Matters

Moving to the new ScreenSteps platform provides access to updated features, improved web editing capabilities, and more flexible user management. Migration can be gradual, allowing departments or groups to transition at their own pace using sandbox sites. The published site remains unaffected during the migration, ensuring continuity for end users.

The migration process will offer the opportunity to explore new features and workflows before fully switching over to the new platform.

• Migration enables access to new features and improved user management.
• Transitioning can be done gradually, minimizing disruption.
• A modern plan is required to migrate to the new ScreenSteps version.