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How to test the Siteimprove CMS Plugins

Modified on: Wed, 11 Jan, 2023 at 11:00 PM

Here are the steps you would take to test the Siteimprove CMS Plugins:

  1. Set up a test CMS environment and make sure the pages are published to a test website. You can use a staging or development instance of a website for this.
  2. Add the test site to Siteimprove so the site is crawled and checked. See "Adding a Site - Tips & Tricks".

    If you are using a password-protected or VPN access only site, please ensure that you understand our requirements to check sites behind a login.

    Note: Before a non-public website is crawled, customers must sign and return the Siteimprove indemnification statement. If you have not already returned the signed statement, then please do so before you give access to Siteimprove. Reach out to your Siteimprove contact or technical support for a copy of the indemnification statement. Please ensure you receive the appropriate authorization from your organization before proceeding.

  3. Configure users who will test the integration in Siteimprove. Make sure they have access to the test site. At least one of these users must be Account owner in Siteimprove. See "How do I add a user?" and "How do I edit user access to Sites and Groups in Siteimprove?"
  4. Install the plugin as described in the CMS specific plugin installation guide which can be found via the Siteimprove CMS plugin page. In most cases, this will require someone with admin rights in the CMS and someone with technical knowledge of the CMS.
  5. The Siteimprove Account Owner should be the first one to log into the plugin in the CMS with their Siteimprove platform credentials and agree to the terms and conditions*.
  6. Now you can navigate the installed CMS Plugin to test that it works as expected. See "How to navigate the Siteimprove CMS Plugin".
  7. If the CMS plugin works as expected you can now enable the Plugin on the live sites that are being crawled by Siteimprove. See CMS Plugin: How to set it up
  8. Please ensure that the test site is removed and deleted from the Siteimprove platform once you have completed testing.

Some CMS plugins require an API user and Key during the set-up. See "How to connect to the Siteimprove API" for further information on creating an API Key.

*You can also read the Siteimprove CMS plugin terms and conditions under Integrations > CMS Plugin Setup

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