WP OctoDocs
Getting started

Add your first website

Register a site in the dashboard so the platform knows it and the worker plugin can connect to it.

Create the client

Go to Clients and add the customer the site belongs to, with a name and whether they should receive the update emails. A client is where a site hangs; you can add several sites to one client.

Have a package ready

Go to Packages and make sure there is a package with the update frequency, backup interval, storage policy and monitoring interval you want for this site. One package serves many sites, so this is usually a one-time step.

Add the website

Go to Websites → Create and fill in:

  • Name — how the site appears in lists.
  • URL — the address the site answers on, exactly. The platform checks that the address does not redirect before it accepts it; a www or https redirect has to be resolved first.
  • Client and Package.
  • Tags, if you use them to group sites.
  • Backup — the package's interval and storage policy apply by default; override them here when this site needs something else.
  • Monitoring — whether the site's pages are monitored and how often.
  • Update weekdays — the days on which scheduled update rounds may run for this site.

Save. The site now exists on the platform, with no worker connected yet.

Install the worker plugin on the site

Follow Install the worker. Until the plugin is installed and connected, the site shows as not yet reporting.

After the site connects

The platform reads the site's plugins, themes, users and WordPress core, checks whether its pages answer, and starts monitoring on the package's interval. The site's Health page shows the connection, when each dataset was last received and over which channel, and what — if anything — needs attention. First checks walks through it.

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