The importance of documentation
September 12th, 2008Your client had a brilliant idea, usually around midnight, for a name for a new website. So she went online to check out the availability of the name, found it available and registered it. Then a few months later, she’s ready to put it on the web and calls you in to make her website. Or better yet, she set up the website that same night on a by-the-seat-of-your-pants webhost. Now she’s ready to put it onto a webhost that provides a wider array of opportunities that she didn’t have for her business before.
What’s one of the first things you ask her? Where is your domain registered? Uh — But that’s pretty easy to find out by checking the WHOIS listings, even through her new webhost.
Since you’re changing web hosting companies, you know that you will need to have new DNS(s) attached to her website for anyone to be able to see it and you have to be able to access the registrar to do that. So you ask for the login information at the domain register so that you can direct that change.
You get this blank stare or a long pause on the telephone. There are a variety of ways to solve this problem, most of them taking much more time than they should or than you have right now. And this is one of the most glaring reasons why you need to document, document, document ….
For any of your personal or business websites, as well as for those of your clients, make sure that you have all of the following items well-documented in an easy-to-read and accessible format:
- Domain name, complete and accurate
- The registrar of that domain name, as well as the website URL and customer service phone number(s).
- The username and password at the registrar’s website
- The registration date and the expiration date of the domain name
- The current webhost, along with appropriate username and password
- The DNS (Domain Name Server) of the client’s website at the current webhost
- The new webhost, along with appropriate username and password
- The DNS (Domain Name Server) of the client’s website at the new webhost
Then when you have the website transferred to the new web host and everything is running smoothly, make a copy of the documentation for your file. Then print one on bright neon paper, give it to your client and make her swear that she will put it in the safe along with her business plan, her will, her insurance papers. Give her another copy, on a different neon colored paper, and tell her to file it with her bookkeeping records with the expiration date of the domain name highlighted.
Why is all this important? (1) Because she doesn’t want that expiration date to pass by unattended or she could easily lose that domain for which she has spent all this money and branding time, with two options: pay through the nose to a troller who has snatched the name when her legal attachment to it expired or have to start all over and notify everyone who has it bookmarked that it’s not hers anymore. (2) Someday there is going to be a web host company that offers even more bells and whistles and she’s going to want to change web host again. If she’s still your client, then it makes your life easier — oh wait, you’ve saved your copy in a file, too. If she’s not still your client, then there’s no use in making the next web designer’s life just as miserable as yours has been while trying to clear up the mess this time. You know — what goes around comes around.