Product Retirement/Sunset Process

Below is a summary of retiring/sunsetting a program on edX.

General Process

  1. MOPS is alerted via ticket filed on MOPS Next Gen board or tag on MKTGE ticket (Marketing Ops Pipefy board)
  2. MOPS parse task into separate tickets/tasks
    1. Day one – Set-up tickets (with due dates aligned to timeline) for:
      1. De-merchandise – ticket filed to MSD
      2. Hide product about pages and cards – ticket filed to MOPS 
      3. Redirect URL – ticket filed with Engineering 
  3. MOPS also creates tickets (on Day one) that will be completed after Redirect is completed by engineering (C.M.) or after the process is complete (C.G.)
    1. Catalog management ticket – ticket filed to MOPS to pull down about page (AFTER redirect implemented) and set active status(es) to retired/unpublished (completed after CR is complete)
    2. Coupon generation – ticket filed to MOPS to generate coupon codes for programs with active entitlements (completed as defined in retirement tracker doc)

Redirect Ticket Details

1. File a content change ticket with Website to Redirect the URL. The ticket usually takes 2-3 weeks for Engineering to pick up and implement.

For Courses

  1. To the offering partner’s institution page (e.g. https://www.edx.org/school/harvardx)
  2. Primary Subject (/learn) page (e.g. https://www.edx.org/learn/accounting )

For Degrees

  1. to the subject-specific product landing page for the primary subject retiring product (e.g. https://www.edx.org/masters/online-mba for a retiring MBA Degree)
  2. to the product line page if there are no more products under the subject vertical or if the subject vertical page doesn’t exist
  1. https://www.edx.org/masters
  2. https://www.edx.org/bachelors
  3. https://www.edx.org/doctorate 

For Executive Education 

  1. To the subject-specific product landing page for the primary subject retiring product (e.g. https://www.edx.org/executive-education/digital-transformation for a retiring Digital Transformation program)
  2. To the product line container page if there are no more products under the subject vertical (e.g. https://www.edx.org/executive-education/)

For OC Program (MicroMasters, Professional Certificates, etc.)

  1. https://www.edx.org/certificates for Professional Certificates
  2. https://www.edx.org/masters/micromasters for MicroMasters Programs
  3. https://www.edx.org/bachelors/microbachelors for MicroBachelors Programs
  4. https://www.edx.org/xseries for XSeries programs

For School/Partner Pages

For OC Programs (Prof Cert, Xseries, MM, MB) or Degrees

Pre-redirect

Steps to be completed before the date of the retirement/sunset and before the URL redirect has been implemented.

1. Locate the Program record in Discovery using the UUID in the JIRA ticket or program/degree name.

2. Scroll or Cmd+F (Find) to the “Hidden” checkbox.

  • Select the checkbox

3. Scroll down to the bottom of the page to “Excluded from Search” and “Excluded from SEO.”

  • Select “Yes” in the drop down for both

4. Hit save.

5. De-merchandise the program/degree from the site.

  • Head over to Contentful
  • Search for card lists containing the UUID of the retiring content
  • Remove the UUID of the retiring content from each card list

Post-Redirect

Final steps/completion of the retirement/sunset on deadline day and once the URL redirect has been implemented.

1. Locate the Program record in Discovery using the UUID in the JIRA ticket or program/degree name.

2. Change Status from Active to Retired

3. Hit save.

4. *This step is only for Degree products*

For Courses, Boot Camps or Exec Ed

Pre-redirect

Steps to be completed before the date of the retirement/sunset and before the URL redirect has been implemented.

1. Locate the Course record in Discovery using the UUID in the JIRA ticket or course/BC/EE name. There will be two records that populate, make sure changes are made on both.

2. Scroll down to the bottom of the page to “Excluded from Search” and “Excluded from SEO.”

  • Select “Yes” in the drop down for both

3. Hit save.

4. De-merchandise the program/degree from the site.

  • Head over to Contentful
  • Search for card lists containing the UUID of the retiring content
  • Remove the UUID of the retiring content from each card list

Post-Redirect

Final steps/completion of the retirement/sunset on deadline day and once the URL redirect has been implemented.

1. Locate the Course Run record in Discovery using the course/BC/EE name. There will be two records that populate, make sure changes are made on both.

2. Change Status from Active to Unpublished

3. Hit save.

4. Locate the record in Contentful Compose

  • Unpublish the page

For Exit Partnership

Pre-redirect

Steps to be completed before the date of the retirement/sunset and before the URL redirect has been implemented.

1. Locate the organization record in Discovery using the partner name.

2. Copy the UUID

3. De-merchandise the program/degree from the site.

  • Head over to Contentful
  • Search for card lists containing the UUID of the retiring partner
  • Remove any UUIDs that have the partner badge on the site

Post-Redirect

Final steps/completion of the retirement/sunset on deadline day and once the URL redirect has been implemented.

1. Locate the organization record in Discovery using the partner name.

2. Scroll down to Tags

  • Remove the “Displayed on school and partners page” tags
  • Add the “Build-as-preview” tag

3. Hit Save

4. Check for a School Page record in Contentful

  • Search for the partner using the name or UUID
  • IF there is a record click into the record and change the status to Unpublish on the right side of the page