Hi, I am looking for some documentation that will help me take a staging copy of a clients site. They only have a live deployment and I need to make changes to some templates. Need to test and don’t want to break anything. Can anyone help, or point me in the right direction?
Well usually staging or development should be a mirror even in the server configuration if you want to do this right. That means same PHP versions, same web server configurations, etc. Best approach is cloning the whole server.
All you need to do is copy the files and the database to the new hosting. Then change the EE settings URL and config to match that domain (assuming it’s a new one or subdomain or something else) or update your DNS server for the staging site. And work on that second copy.
It’s not different to any other PHP-MySQL website. The process would be the same. You then just mirror the files and database with some sync tool from server to server. The approach can be as simple or as complex as you want, depending on what IDE you use, if you use a repository for files, etc.
It’s hard to make a specific guide as it depends on what tools you use and have available.