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At some point you're going to need to upload your finished files to your Web server in order to get your site online. Although you could use a standalone FTP client to do this, Dreamweaver has built-in FTP capabilities that will handle uploading and downloading your site for you. In order to take advantage of them however, you'll first need to setup a remote server. So I'm going to work with the same site definition that I had in the previous movie which is the 02_04 folder. We won't be transferring any files in this particular movie. So any site definition will do.
I'm just going to go over to the Files Panel and find the site that we're currently working on, DWCS6 Essential Training, and I'm just going to double-click on that, so it will open up a Site Setup dialog box. You can also find this by going up to Site>Manage Sites, selecting this site and then clicking the Edit button. After hearing me describe that, you know why I double-click the menu, much faster. So in order to setup a Remote server, we need to go over here on the left-hand side on categories and click on Servers. Now currently I don't have any servers defined. One of the nice changes they have made over the years in Dreamweaver is that now we can define as many servers as we want.
In some of the older versions of Dreamweaver, you were only limited to one remote server. Okay, so what I'm going to do is I'm going to go right down here and click the Plus (+) symbol to add a new server. Now the first thing Dreamweaver wants me to do is to go ahead and give the server a name. Once again, this name is applicable for you, it doesn't really matter and it doesn't have to conform to any one specific thing. I really like naming the server what it actually is and in this case I'm going to name it remote. So if it was a Testing Server or a QA Server I would give it an appropriate name.
Now the next thing Dreamweaver wants to know is what protocol you want to Connect using. Notice that you can choose FTP, SFTP and there are some other settings that deal with certain types of encryption as well. If you're confused about which protocol to use, you're more than likely going to be using FTP. But you can contact your hosting provider or the person in IT that's setting up your account to let you know. Notice also that one of our options is Local/Network. So if you're using a Testing Server that's on your local machine or somewhere on your network you can set it up that way as well.
So I'm just going to say FTP and then the next thing it wants to know from me is, what is the FTP Address of my remote server. Now in this case, and obviously yours is going to be different based upon your hosted account, I'm going to type in ftp.ldcsites.com. That's the FTP Address for the server that's hosting the Roux Academy site. Now yours will differ based on who is hosting your site. So if you're using host like BlueHost or HostGator or some other company like that, you're going to get that address from them. If you have somebody that's internal to the company like an IT Department that's setting that up for you, again they should provide this information for you.
Okay, I'm going to go ahead and enter in my Username. Now you're probably going to see this username blurred out. Please don't be offended by that. It's not that I don't trust you. I don't trust the other people watching the title. So you I trust, the other people, not so much. Next I need to enter in a Password and the password we probably won't blur out because well frankly it's in bullets, so I don't need to worry about anybody grabbing that from us. You'll also notice that right beside the Password is this little Save checkbox.
If you're the only person on that particular workstation that's going to be uploading and downloading files, I recommend saving the Username and Password. This way every time you want to upload and download a file, it will just do it seamlessly. It will connect to the server in the background. It will go ahead and handle the transfer, and it's not going to prompt you for anything. Now if you turn that off, every time you want to upload or download a file, Dreamweaver is going to prompt you for some credentials, so you can sign into the server. Now that's helpful if you work in a team environment, and you're not the only one that is going to be using that workstation and you don't want other people to have access to uploading and downloading files on the Remote server.
It's a little bit of a pain from a maintenance standpoint, but it is a little bit more secure. Now the first thing that I do after entering in my Username and Password credentials, is go ahead and click this Test button. What that's going to do for me is this is going to go out to the Web server, it's going to supply them with the Username and Password credentials that I just typed in, and it's going to see if it can connect. I'm going to click OK, and that's really nice because now you know that you're going to be able to upload and download files. You're not going to be hit with this error later on, when you try to make your first transfer. Now there are a couple of other things that I want to mention down here as well.
You're going to notice that there is a Root Directory option. For some sites you might actually be working on sub-domain. If that's the case, you're probably going to find that your Root Directory is actually a sub-directory of the Web server. Now if you have no idea what I'm talking about there, then you probably don't need to worry about that. But again that's information that should be supplied to you by the hosting company, or by the internal team that's handling your hosting duties. The best thing to do is just ask. If you're ever having trouble connecting to your site, or if you upload files and you're not seeing them on the website, chances are there's probably some type of issue with the Root Directory.
So just send out a quick shout out. Most hosting companies have really good tech support, and they will respond to you right away and make sure that this information is supplied properly. You also have a Web URL. It's typically used for resolving links, and making sure that everything is going to the right location. In this case, I'm not going to change anything there, uploading and downloading files, it's going to work just fine with the information that I've supplied. So I'm going to Save this and now there's my remote folder, there's the FTP Address. There's the protocol that it's going to be using, and you'll see this little checkbox here that is telling me that Dreamweaver views this as the Remote server.
There's also an option for Testing server. What's the difference? Well, a lot of times when you're developing applications or you have dynamic development that's being populated, or even just on larger sites where you want to test the changes that you make to the site, before you commit to a Live server. A lot of times people have a staging or a testing server, that they will upload content to first. Now in a lot of cases this workflow is automated. Pages will go up to a Testing server. They will go through a Q&A process, and then they will be pushed up automatically after the click boxes have been checked or something like that.
But if you're handling the process manually, you might have a local testing server, for example, that you want to test your blog add on, maybe you've installed the blog software locally and you want to run a local blog before you upload all your content to your remote blog. Well you can add another server, make it your Testing server and then based upon how you push files up, you can make sure you're pushing it to either the Testing server or that when you preview a page, you're previewing it based on the Testing server or you can upload it to the Remote. So if you need that kind of a workflow, Dreamweaver allows you to add multiple servers and then specify what type of server they are.
Okay, I'm going to go ahead and Save that. When I do that Dreamweaver gives me a message that hey, I'm going to re-cache your site and it's doing that, because we've introduced a Remote server to it. So it wants to make sure that it's dealing with the most recent set of files and folders. So it wants to make sure its cache is correct. Our Remote server is now setup, and ready to help us upload and manage files between our local and remote environments. In our next movie, we'll explore how to use Dreamweaver's FTP capabilities to do just that.
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