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Maintain myTrailhead Content over Time

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain how to add content to a release.
  • Explain how to store a master copy of your content for later editing.
  • Explain how to upload existing content to Trailmaker Content for editing.
  • Explain how to add a unit to, or delete one from, a module.
  • Explain how to add a module to, or delete one from, a trail.

Introduction

Cindy, the myTrailhead writer at Pure Aloe, has created a trail for the sales team: Sell Well at Pure Aloe. It contains two modules, Pure Aloe Sales Strategies, and Pure Aloe Competitors. Now she’s ready to add the content to a release.

Adding Content to a Release and Storing the Master Copy

Marisol, the Pure Aloe release manager, has already created a release for Cindy’s content. To add the new, unpublished trail and modules to a release, Cindy first adds the modules to the release. Then she adds the trail.

1. In the Trailmaker Content workspace, Cindy clicks the Actions menu for Pure Aloe Sales Strategies, the first module in the trail, and selects Add to Release.

Workspace in Trailmaker Content, highlighting Add to Release in the Actions menu for Pure Aloe Sales Strategies

2. She selects the namespace and the release to add the module to.

  • Namespace: Pure Aloe
  • Release: April Applecrisp

Add to a Release window, showing the Namespace and Release fields

3. She clicks Next.

4. Cindy takes two more quick steps before she finishes.

  • She clicks Copy to keep the link to preview mode at hand, because it can take some time for content to appear in preview mode.
  • She clicks Download to store the .zip file of the module—called a backpack—in Pure Aloe’s version control system (VCS). The backpack is a master copy. It contains everything in the module: the text, quizzes, illustrations, and badge art. Each myTrailhead module and trail has its own backpack. When Cindy wants to edit a module or trail, she downloads the backpack from the VCS and imports it into Trailmaker Content.

Add to a Release window, showing the buttons to copy the link to preview mode and to download the content

5. Then she clicks Done.

Cindy repeats these steps to add the second module to the release, then the trail. Her content conversion work is done! Now she looks ahead to proofreading the content in preview mode.

Maintaining myTrailhead Content

As Pure Aloe expands its business, the company is exploring new avenues for sales. Several months after Marisol publishes the Sell Well at Pure Aloe trail, the sales team revises some of its strategies and begins looking at new competitors. To reflect the team’s evolving processes and priorities, Cindy updates the content.

Revising a Published Module

First, Cindy updates the Pure Aloe Sales Strategies module. She confers with her subject matter experts on how the content must change. Then she’s ready to revise the module. 

She starts by downloading the module .zip file—the backpack—from the version control system. Then she uploads the backpack to Trailmaker Content.

1. On myTrailhead, she clicks the avatar next to her name and selects Trailmaker.

2. In the navigation bar, she clicks Content.

3. In the Trailmaker Content workspace, she clicks Add Content and selects Existing Content.

Workspace in Trailmaker Content, highlighting the Existing Content entry in the picklist for the Add Content button

4. She drags the backpack to the Import Existing Content field and clicks Import.

Import Existing Content field, showing a backpack to import

5. When the content finishes uploading, Cindy clicks Content to return to the workspace. The uploaded Pure Aloe Sales Strategies module is now there for her to edit.

6. In the workspace, Cindy clicks the module title.

Workspace in Trailmaker Content, highlighting the module title Pure Aloe Sales Strategies

7. On the module page, she clicks the title of the unit that she's revising. 

Module page, showing the unit titles in the modules

8. Then she updates the content.

Meanwhile, Marisol, the Pure Aloe release manager, has created a release to publish the revised module. Cindy uploads the module to this release. When she does, she copies the link to preview mode and downloads the module backpack, so she can store the revised master copy in the Pure Aloe VCS.

Cindy proofreads the revised module in preview mode. When Marisol publishes the release, the revised content appears in production on myTrailhead.

Adding a Unit to, or Deleting a Unit from, a Published Module

What happens when Cindy needs to add a brand-new unit to one module and delete an outdated unit from another? She revises the modules in Trailmaker Content and adds them both to a release.

Adding a Unit to a Published Module

First, Cindy adds a new unit to the module Pure Aloe Competitors. She collaborates with her subject matter experts and editor to write the new unit. When the draft is final, she’s ready to go back to Trailmaker Content.

1. She downloads the module backpack from Pure Aloe’s version control system.

2. She uploads the backpack to Trailmaker Content.

3. In the workspace, she clicks the module title.

4. On the module page, she clicks New Unit.

Module page for Pure Aloe Competitors, highlighting the New Unit button

From there, it’s on to entering the title and other details, pasting in the content from her final draft, formatting it, adding the illustrations, and creating the quiz. And that’s a process Cindy knows well. 

Deleting a Unit from a Published Module

Next, Cindy deletes an outdated unit from the Pure Aloe Sales Strategies module. 

1. She downloads the module backpack from the Pure Aloe VCS.

2. She uploads the backpack to Trailmaker Content.

3. In the workspace, she clicks the module title.

4. On the module page, she clicks Delete icon for the unit that she’s deleting.

Module page, highlighting delete icon for a unit

Adding the Revised Modules to a Release

Once again, Marisol has created a release to publish the revised modules. Cindy adds each module to the release. For each one, Cindy copies the link to preview mode and downloads the backpack. She stores both backpacks—now updated with the revised content—in the VCS.

Cindy checks the revised modules in preview mode, to make sure that the new unit appears there, and that the outdated unit doesn’t. When Marisol publishes the release, the revised content appears in production on myTrailhead.

Adding a Module to, or Deleting a Module from, a Published Trail

So far, all Cindy has done is update the content of the existing modules in the Sell Well at Pure Aloe trail. She hasn’t changed the trail structure by adding modules to, or deleting modules from, the trail. That’s why Cindy has downloaded only the module backpacks from the VCS. She hasn’t needed to download the backpack for the trail.

That’s all about to change. Cindy has created a third module for the Sell Well at Pure Aloe trail, Pure Aloe Sales Goals, and now she’s ready to add it to the trail.

But that’s not all. The Pure Aloe human resources director has asked Cindy to delete a module from the trail Navigate Your Pure Aloe Career. The module Managing Up at Pure Aloe was never meant to be included in the Navigate Your Career trail. It was meant to be a stand-alone module on myTrailhead. 

Cindy decides to tackle both of these changes at once.

Adding a Module to a Published Trail

First, Cindy adds the new Pure Aloe Sales Goals module to the Sell Well at Pure Aloe trail. The module is already in her Trailmaker Content workspace. Now she imports the trail.

1. Cindy downloads the trail backpack from the version control system.

2. She uploads the backpack to Trailmaker Content.

Now Cindy has the new module and the existing trail in her workspace.

Workspace in Trailmaker Content, highlighting the trail title Sell Well at Pure Aloe and the module title Pure Aloe Sales Goals

3. Cindy clicks the trail title.

4. On the trail page, she clicks Add Module, selects Add a module from your workspace, and clicks Next.

5. She selects the new module, Pure Aloe Sales Goals, and clicks Done.

Add Module to Trail window, showing the Pure Aloe Sales Goals module in the Modules in the Workspace field

Before she adds the module and trail to a release, Cindy has one more change to make. 

Deleting a Module from a Published Trail

Cindy deletes Managing Up at Pure Aloe from the Navigate Your Pure Aloe Career trail, to make it a stand-alone module. 

1. She downloads the trail backpack from the version control system.

2. She uploads the backpack to Trailmaker Content.

3. In the workspace, she clicks the trail title.

4. On the trail page, she clicks Delete icon for the Managing Up module.

Navigate Your Pure Aloe Career trail page, highlighting the delete icon for the Managing Up at Pure Aloe module

This action removes the module from the trail, but it doesn’t remove the module from myTrailhead. The module stays on myTrailhead as a stand-alone module. 

Now Cindy is ready to add the revised content to a release.

Adding the Revised Trails to a Release 

Ever reliable, Marisol has already created a release to publish the revised trails and the new module. 

1. Cindy adds the new module, Pure Aloe Sales Goals, to the release.

2. She adds the trail Sell Well at Pure Aloe to the release.

3. She adds the trail Navigate Your Pure Aloe Career to the release.

As always, Cindy copies the link to preview mode for each item, downloads each backpack, and stores the backpacks in Pure Aloe’s VCS.

She checks the revised trails in preview mode, to make sure all her changes are in order. When Marisol publishes the release, the revised content appears in production on myTrailhead.

Cindy has been doing a lot of work to get Pure Aloe’s myTrailhead content into shape. So far, it seems like all that Marisol has been doing is creating releases. But that’s only a small part of what it means to be a release manager. In Trailmaker Release Basics, Marisol creates, manages, and publishes releases. 

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