Best Practices for Migrating a Legacy-Based CMS to Drupal
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This document provides an overview of best practices for migrating a legacy content management system (CMS) to Drupal. It discusses preparing legacy content for import, understanding relevant Drupal concepts, and various methods for importing content into Drupal. It also includes a case study of In-Fisherman.com's migration from a proprietary CMS to Drupal and lessons learned.
Best Practices for Migrating a Legacy-Based CMS to Drupal
- 1. Best Practices for Migrating a Legacy-Based CMS to DrupalPaul ChasonManaging PartnerMediacurrentBryan HouseMarketing DirectorAcquia
- 2. © 2009 Acquia, Inc. All rights reserved.AgendaIntroductionPreparing to migrate legacy contentUnderstanding Drupal conceptsImporting content into DrupalCase study – In-Fisherman.comHow Acquia can helpQuestions
- 3. Drupal Gaining Market Momentum
- 4. Social Publishing Software =>Participation-Driven Websitessocial networksblogs /wikisforums / commentscontentworkflowtaxonomyanalyticssearchRSSratingstaggingusersSocialPublishingSystemsContentMgmtSystemsSocialSoftwareTools
- 5. Drupal & ROIReduce costsZero $$ software licensingReduced maintenance costsDeploy websites fasterModular architectureConfigurable, not customRepeatable infrastructureMultisite supportTurnkey site deployment
- 6. © 2009 Acquia, Inc. All rights reserved.MediacurrentPaul ChasonManaging Director, Mediacurrent
- 8. Mediacurrent Company OverviewAtlanta, GA based web consultancy exclusively focused in Drupal
- 9. Mediacurrent Company OverviewAtlanta, GA based web consultancy exclusively focused in DrupalFull-service Drupal provider – front and back end development; specialize in enterprise level Drupal implementations
- 10. Mediacurrent Company OverviewAtlanta, GA based web consultancy exclusively focused in DrupalFull-service Drupal provider – front and back end development; specialize in enterprise level Drupal implementationsAcquia Gold Development Partner
- 11. Mediacurrent Company OverviewAtlanta, GA based web consultancy exclusively focused in DrupalFull-service Drupal provider – front and back end development; specialize in enterprise level Drupal implementationsAcquia Gold Development Partner
- 12. Define Drupal Site Requirements
- 13. Define Drupal Site RequirementsDetermine how your users will interact with the legacy data on the new site
- 14. Define Drupal Site RequirementsDetermine how your users will interact with the legacy data on the new siteIs there any legacy data that can be leveraged to create new content? Example: using an address record to populate a Google Map
- 15. Define Drupal Site RequirementsDetermine how your users will interact with the legacy data on the new siteIs there any legacy data that can be leveraged to create new content? Example: using an address record to populate a Google MapWill content need to be re-categorized in the new site?
- 16. Sizing Up Legacy Content
- 17. Sizing Up Legacy ContentWhere does your content “live” and what format is it in?
- 18. Sizing Up Legacy ContentWhere does your content “live” and what format is it in?Determine which parts of legacy content will be used on the new site and what new meta data will possibly need to be added during the export
- 20. Prepare Content ExportGenerate CSV file containing legacy content data (most Drupal contributed modules have CSV support)
- 21. Prepare Content ExportGenerate CSV file containing legacy content data (most Drupal contributed modules have CSV support)Make sure steps to generate CSV file are well-documented, especially if making complex data transformations in the export logic
- 23. Drupal Content BasicsA “node” in Drupal is the general term for describing a unit of content. A node can be a story, blog post or page for example.
- 24. Drupal Content BasicsA “node” in Drupal is the general term for describing a unit of content. A node can be a story, blog post or page for example.A “content type” is a collection of fields that make up a node. Nodes can have one or more data fields and the content type serves as a container for those fields.
- 25. Drupal Content BasicsContent TypeNodeTitle field
- 26. How is Legacy Content Stored in Drupal?
- 27. How is Legacy Content Stored in Drupal?Imported data is matched to a specific content type by way of a Drupal module or custom PHP / MySQL scripts
- 28. How is Legacy Content Stored in Drupal?Imported data is matched to a specific content type by way of a Drupal module or custom PHP / MySQL scriptsLegacy content fields map to various content types’ fields such as text, numbers, checkboxes / radio button groups, categories, images, etc.
- 29. How is Legacy Content Stored in Drupal?Imported data is matched to a specific content type by way of a Drupal module or custom PHP / MySQL scriptsLegacy content fields map to various content types’ fields such as text, numbers, checkboxes / radio button groups, categories, images, etc.Each row of the CSV export file becomes a node in Drupal’s database
- 30. Methods for Importing Content to Drupal
- 31. Methods for Importing Content to DrupalDrupal contributed modules such as Node Import, Migrate and Transformations. See http://groups.drupal.org/node/21338 for comparison of various Drupal data export/import modules
- 32. Methods for Importing Content to DrupalDrupal contributed modules such as Node Import, Migrate and Transformations. See http://groups.drupal.org/node/21338 for comparison of various Drupal data export/import modulesCustom PHP scripts (it’s possible to bootstrap just the database layer of Drupal to cut down on the code required) or custom Drupal modules
- 33. Methods for Importing Content to DrupalDrupal contributed modules such as Node Import, Migrate and Transformations. See http://groups.drupal.org/node/21338 for comparison of various Drupal data export/import modulesCustom PHP scripts (it’s possible to bootstrap just the database layer of Drupal to cut down on the code required) or custom Drupal modulesCustom MySQL scripts for database to database migration
- 34. Advantages of Migrating to Open-Source Drupal at the Enterprise Level
- 35. Advantages of Migrating to Open-Source Drupal at the Enterprise LevelScalable
- 36. Advantages of Migrating to Open-Source Drupal at the Enterprise LevelScalableSocial networking feature-rich
- 37. Advantages of Migrating to Open-Source Drupal at the Enterprise LevelScalableSocial networking feature-richFlexible,easy to customize
- 38. Advantages of Migrating to Open-Source Drupal at the Enterprise Level$ScalableSocial networking feature-richFlexible,easy to customizeLower total cost of ownership
- 40. Case Study: In-Fisherman.comComplements the print magazine In-fisherman
- 41. Case Study: In-Fisherman.comComplements the print magazine In-fishermanInitially built with proprietary CMS
- 42. Case Study: In-Fisherman.comComplements the print magazine In-fishermanInitially built with proprietary CMSAverages 67,789 user visits, 266,379 page visits, and an average of 4:1 page visits/user visits per month
- 43. Why Did In-Fisherman.com Choose Drupal?
- 44. Why Did In-Fisherman.com Choose Drupal?Multi-site / multi-database capability
- 45. Why Did In-Fisherman.com Choose Drupal?Multi-site / multi-database capabilityAbility to run forums (forum module) and website on same platform with single sign-on capability
- 46. Why Did In-Fisherman.com Choose Drupal?Multi-site / multi-database capabilityAbility to run forums (forum module) and website on same platform with single sign-on capabilityBuilt-in social networking features offering commenting, tagging and user generated content
- 47. Why Did In-Fisherman.com Choose Drupal?Multi-site / multi-database capabilityAbility to run forums (forum module) and website on same platform with single sign-on capabilityBuilt-in social networking features offering commenting, tagging and user generated contentActive development community
- 48. Lessons Learned from In-Fisherman.com
- 49. Lessons Learned from In-Fisherman.comChallengeMigrate 1500+ articles from Filemaker Pro database toDrupal 6 for In-Fisherman.com redesign
- 50. Obstacles
- 51. ObstaclesFilemaker Pro only exported XML data, needed to transform data to CSV format
- 52. ObstaclesFilemaker Pro only exported XML data, needed to transform data to CSV formatImage files stored in disparate file system with no URL pointer stored in Filemaker Pro
- 53. ObstaclesFilemaker Pro only exported XML data, needed to transform data to CSV formatImage files stored in disparate file system with no URL pointer stored in Filemaker ProCompromised data integrity
- 54. ObstaclesFilemaker Pro only exported XML data, needed to transform data to CSV formatImage files stored in disparate file system with no URL pointer stored in Filemaker ProCompromised data integrity
- 55. Solution
- 56. SolutionTransform XML content to CSV format with custom PHP script
- 57. SolutionTransform XML content to CSV format with custom PHP scriptInsert Drupal image filepath during transformation and transfer image files via FTP to application server
- 58. SolutionCustomize Node Import module to handle importing CSV records into Drupal
- 59. Drupal’s Impact on In-Fisherman.com
- 60. Drupal’s Impact on In-Fisherman.comFlexible web platform offering ability to easily add new features without compromising core business logic
- 61. Drupal’s Impact on In-Fisherman.comFlexible web platform offering ability to easily add new features without compromising core business logicFaster page loads
- 62. Drupal’s Impact on In-Fisherman.comFlexible web platform offering ability to easily add new features without compromising core business logicFaster page loadsBetter SEO strategy: SEO-friendly URL’s via the Pathauto module, HTML title and meta-tag control at the article level
- 63. Drupal’s Impact on In-Fisherman.comFlexible web platform offering ability to easily add new features without compromising core business logicFaster page loadsBetter SEO strategy: SEO-friendly URL’s via the Pathauto module, HTML title and meta-tag control at the article levelBiggest ROI: no enterprise-level licensing fees
- 64. Keys to a Successful Import
- 65. Keys to a Successful ImportEnsure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new site
- 66. Keys to a Successful ImportEnsure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new siteRun several “test” imports
- 67. Keys to a Successful ImportEnsure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new siteRun several “test” importsMake sure a Drupal consultant is available during the final import
- 68. Keys to a Successful ImportEnsure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new siteRun several “test” importsMake sure a Drupal consultant is available during the final importBreak down content migration tasks into small manageable steps
- 69. Keys to a Successful ImportEnsure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new siteRun several “test” importsMake sure a Drupal consultant is available during the final importBreak down content migration tasks into small manageable stepsDocument what works along the way
- 70. Interested in Migrating Your Current CMS to Drupal?
- 71. Interested in Migrating Your Current CMS to Drupal?Contact Mediacurrent at www.mediacurrent.com/contact to schedule a discovery call!
- 72. Interested in Migrating Your Current CMS to Drupal?Contact Mediacurrent at www.mediacurrent.com/contact to schedule a discovery call!For help on how to build an enterprise-level website with Drupal, go towww.mediacurrent.com/download-white-paper
- 73. Acquia is Your Drupal GuideWhat modules should we install?Where do we get professional support?How do we host our site? Will it scale?...Where do we start?
- 75. Drupal Support, When You Need It20+ Drupal engineers on staff24x7 emergency availabilityDefined SLAsTicket tracking until satisfied resolution
- 76. Recommendations For Drupal FitnessAdvisory supportBest practicesInformation architecturePerformance tuningModule selectionRemote administration
- 77. On Demand Visibility and DiagnosticsHealth dashboardHeartbeat monitoringSite statisticsSite profile informationRemote cron
- 78. one-stop shopDrupal infrastructure + application support
- 79. Productive partnerships focused on customer successAcquia Gold Partner MediacurrentDrupal site ownersDefine ProjectsUsing Drupal to address unique business and technical requirements on the Web.Design, Build, DeployBring vertical and technical solution expertise to build websites that meet client specifications.Customer SuccessMaintain & SupportAcquiaAcquia Network subscriptions provide enterprise-class support, hosting and network services to ensure websites meet business objectives.Helping Organizations Succeed with Drupal
- 80. Benefits of Using Drupal CMSAccomplish more with lessHarness community-driven technology innovationEngage your audience
- 81. © 2009 Acquia, Inc. All rights reserved.QuestionsFor more information, visit each of us at:http://acquia.com/communityhttp://twitter.com/acquiahttp://twitter.com/mediacurrentContact Acquia:sales@acquia.com888-9-ACQUIAContactMediacurrent:dave.terry@mediacurrent.com866-507-0005Sign up for a free 30-day Acquia Network trialhttp://acquia.com/trial