General Deployment Guide

4 minutes to read

Caspio provides a large selection of ready-made app templates in Caspio Marketplace that you can use “as is” or customize based on your needs. If you have not already, browse the list and request the apps that you are interested in.

Once you select an app, you will be guided to load it into your account. After the import is completed, a ZIP file containing a set of web pages with your application DataPages pre-configured within them will be provided in your “Notifications” area. These pages include a menu structure and other visual elements. They are ready to be uploaded to your website.

Many ready-made apps include HTML, CSS, and JavaScript customizations. If you need to make changes, we suggest you make a copy of the app and work with the copied version. Additionally, Caspio Professional Services is available to customize the application for you based on your specific requirements.

Follow the instructions below or watch the walkthrough video to learn how to publish a Caspio ready-made application template on your website using the provided ZIP file of web pages.

Steps to deploy Caspio ready-made applications

1. Publish the Template Files on Your Web Server

The ZIP file contains pre-deployed DataPages from your own Caspio account so you can quickly experience the app.

Unzip the ZIP file provided to you. This file contains all the necessary source files (HTML, CSS, images, and scripts) for the app template. Do not modify the HTML file names, as the application includes relative links to various pages.
Upload the extracted files to the desired directory on your web server via FTP or any other mechanism that enables placing HTML pages on your site. If you do not have FTP access to your website, you will need to deploy each DataPage individually.

Note that these files will not work properly if accessed directly from the hard drive of your own computer.

2. Review the Application Template

Once you have placed the template files on your web server, you can access the app using your website URL where you saved the files. The files must be accessed from a web server in order for the app to function.

To access the public interface, open the “index.html” file originally located on the root of the template’s directory. For example: www.mysite.com/myapp/index.html
To access the administrative interface, open the file located at “/admin/index.html”. For example: www.mysite.com/myapp/admin/index.html
You can log in to the application using the temporary credentials displayed on the login screen. Before you share your application, you should change the login credentials using the instructions below.

3. Customize Your App for Rollout

Log in to your Caspio account, select the App, and click Open.
Familiarize yourself with the app by reviewing the various objects (DataPages, Tables, Views, Authentications, etc.).
Navigate to the Tables on the left panel and update the data in the Tables as necessary.

If the app includes “Admin” or “Users” tables, it is important to update the username, password and any other login credential information.

Delete or update the sample records or import your own data.

Add/remove fields in the table as needed. Here are the steps to modify an existing table.

Configure the DataPage fields and features. Here is an overview on the various DataPage Types and their functionality.

Enable automatic notifications when records are added or updated. Learn more

Choose a different style. Here are the steps to customize a Style.

Navigate to the DataPages and edit the app as needed.
Navigate to the Authentications and edit each Authentication as needed.

Under the “Configure Authentication” section, go to the Footer and remove the sample credential text (“For demo purposes…”).

Last, update the App Parameters. They can be accessed from the right panel on the App Overview page. Here, you can update any static values such as email addresses or URLs contained in your app.
- Update the Text and Email parameters based on your needs.
- Update the URL parameters if you change the names of the pages.

Note that previewing the DataPages inside Caspio may generate this error message “Cannot redirect to the specified destination page…“. To learn why this is happening, refer here.

4. Testing Your App

Be sure to verify all application interfaces, functionality and navigation.

If you need help walking through this process, please request a project consultation.