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Drupal for Project
Managers - Part 3
Launch!
acquia.com
1Wednesday, June 12, 2013
HELLO!
Heather JamesAmye Scavarda
@learningdrupal@amye
2Wednesday, June 12, 2013
?
You and the project lifecycle
Deployment
and Launch
DesignDiscovery
Content
staging
Information
Architecture
Development/
Implementation
Quality
Assurance
Maintenance
From “Planning and Managing a Drupal Project” by Amye Scavarda in Definitive Guide to Drupal
What defines
success
What risks in each
phase?
How can you affect
all phases?
3Wednesday, June 12, 2013
This is based on...
• Case studies and real-life examples
• Shared expertise and knowledge
• Growing group of project managers in Drupal
• DrupalCon and DrupalCamp presentations
• Learning from your peers!
4Wednesday, June 12, 2013
Introducing Amye
5Wednesday, June 12, 2013
DEPLOYMENT /
LAUNCH
6Wednesday, June 12, 2013
Planning for launch
7Wednesday, June 12, 2013
Launch meeting
• Discuss contingencies for going live
• Who
• Project manager
• Developers
• Client stakeholder
8Wednesday, June 12, 2013
What do you think
are the risks
in the deployment or
launch phase?
Mitigate the risks
9Wednesday, June 12, 2013
Testing before launch
• Testing
• Functional Testing.
• Mobile Testing
• Testing with Drupal Modules: SimpleTest
• Migration of the system to the production
servers. (mitigate with same environment)
• Detailed launch plan (cutover and rollback)
10Wednesday, June 12, 2013
Planning for traffic
• Load testing and goals
• Users
• Test patterns - ordering? video? sharing?
• What can your site handle?
11Wednesday, June 12, 2013
Neccessary planning
Cutover
Identify timeframe.
Document steps, assign
stakeholders and tasks.
Validate - test once or
twice to document
issues and timings.
Rollback
Clear tasks in case of
rollback
Test the rollback plan
Who is responsible for
each step?
12Wednesday, June 12, 2013
Deployment
13Wednesday, June 12, 2013
Why is this risky?
Code
PHP, JS, CSS
Data
Files
Code
PHP, JS, CSS
Data
Files
Local Production
Copy down
latest data?
FTP up
latest code?
Make live
changes in
configuration
14Wednesday, June 12, 2013
The deployment problem
Code
PHP, JS, CSS
Data
Files
Code
PHP, JS, CSS
Data
Files
Local Development Staging Production
15Wednesday, June 12, 2013
Code OK (version control)
Local Development Staging Production
Added
change to a
theme
Files
Data changed
Code changed
PHP, JS, CSS
Code
PHP, JS, CSS
Files
Added a new
View
Code
PHP, JS, CSS
Data
Files
16Wednesday, June 12, 2013
Data conflicts
Local Development Staging Production
Files
Data changed
Code changed
PHP, JS, CSS
Files
New user
added an
article!
Code
PHP, JS, CSS
Data
Files
Code
PHP, JS, CSS
17Wednesday, June 12, 2013
Configuration to code
Local Development Staging Production
Files
Data changed
Code changed
PHP, JS, CSS
Files
Export
configuration
to code
Code
PHP, JS, CSS
Data
Files
Code
PHP, JS, CSS
Code
PHP, JS, CSS
18Wednesday, June 12, 2013
Export to code?
• Think “Features” such as an image gallery.
• Contains: Config, content, code, files.
• What can be exported:
• Views, content types, settings, etc.
• Eliminates hazards of rebuilding on
production sites.
• Does not: Manage data export.
• Modules: Features, Strongarm, custom.
19Wednesday, June 12, 2013
Staging for testing
Local Development Staging Production
Files
Data changed
Code changed
PHP, JS, CSS
Code
PHP, JS, CSS
Files Files
Code
PHP, JS, CSS
Data
Files
Code
PHP, JS, CSS
Files
Data Data
Run scripts from
code that update
the database with
new configuration.
20Wednesday, June 12, 2013
Environments needed
Development
Developers
collaborating and
testing.
Code should be
version controlled.
Multiple dev
environments
(local and online).
Staging/QA
Test updates from
development.
Should be exact
same environment
as production.
Sync content and
files from
production.
Production/Live
Live, stable version
of site.
Tested.
This is where users
login and add
content (usually).
21Wednesday, June 12, 2013
Consider
• Why is important that QA and Production
mimic each other?
Screenshot of Acquiaʼs hosting UI.
22Wednesday, June 12, 2013
Acquia Insight testing
23Wednesday, June 12, 2013
Hosting
24Wednesday, June 12, 2013
The ***P stack
• Drupal is flexible, but most tested on...
• Linux: But works on other OSs
• Apache: But works on other servers
• MySQL: But works on other databases.
• PHP: This is a requirement.
http://drupal.org/requirements
25Wednesday, June 12, 2013
Hosting considerations
Performance
How fast can this
software respond?
How long does it
take to process a
request and output
a page to the
browser?
Scalability
How fast can this
system respond?
How many
requests can the
system handle at
once?
Improvements
Optimize database
queries.
Cache (save a
processed copy) for
anonymous visitors.
Use a CDN (content
delivery network) for
files or media.
26Wednesday, June 12, 2013
Cloud is scalable
27Wednesday, June 12, 2013
Multisite in Drupal
28Wednesday, June 12, 2013
Hosting a single site
Contributed
module
Contributed
module
Contributed
themes
Core
DB
Web Site
Drupal site
http://www.acquia.com/resources/collateral/drupal-powered-enterprise
29Wednesday, June 12, 2013
Multisite
Contributed
module
Contributed
module
Contributed
themes
Core
DB
Web
experience
Web
experience
Web
experience
Drupal site
http://www.acquia.com/resources/collateral/drupal-powered-enterprise
30Wednesday, June 12, 2013
Three models
• Multi-tenant: One database, one Drupal installation.
• Hybrid: Multiple databases, one Drupal installation.
• Multi-instance: Multiple databases, multiple Drupal
installations.
http://www.acquia.com/resources/collateral/drupal-powered-enterprise
31Wednesday, June 12, 2013
• Increases complexity with multisite
configuration
Multisite management
Screenshot of Acquiaʼs hosting UI.
32Wednesday, June 12, 2013
Acquiaʼs hosting
33Wednesday, June 12, 2013
Easy win
• Option 1:
• Buy the right hardware, install load
balancers, setup MySQL servers in master-
slave mode, setup static file servers, setup web
servers, get PHP working with an opcode cache, tie in
a distributed memory object caching system like memcached,
integrate with a content delivery network, watch security advisories
for every component in your system and configure and tune the hell out of everything.
• Option 2:
• Choose optimized Drupal-tuned hosting.
34Wednesday, June 12, 2013
Acquia Network
• Operate sites more
effectively
– Drupal site monitoring
– SEO Grader
– In-the-wild software testing
– Self-service load testing
– Performance monitoring
• Extend site capabilities
efficiently
– Faceted search and
navigation
– Content recommendations
– Automated spam protection
– Mobile interface design
– A/B, multivariate testing
35Wednesday, June 12, 2013
Application management
• Checks 80+ Drupal
specific settings
• On-demand scoring
• Personalized real-
time notifications
• Best practice
recommendations
36Wednesday, June 12, 2013
Training & Adoption
37Wednesday, June 12, 2013
Build in training
• Demo functionality to stakeholders
• Record demos at key milestone meetings.
• Get content editors involved at the earliest
stages so they learn incrementally.
• Testing and learning at the same time.
38Wednesday, June 12, 2013
Documentation
• Create a central repository for project
documentation, gather as you go along.
• Improve inline documentation.
• Content entry screen “help text”.
39Wednesday, June 12, 2013
Drupal for Content editors!
• June 26th - check the webinar schedule
• https://acquia.com/resources/webinars
• How Drupal works
• Content administration
• Typical customizations
• Key terminology
40Wednesday, June 12, 2013
ANY QUESTIONS?
For those watching the
recording, ask questions here:
http://bit.ly/d4pm3
41Wednesday, June 12, 2013
Useful resources
• Launch checklists
• http://www.zivtech.com/blog/impending-
drupal-site-launch-use-list
• http://www.microserveltd.co.uk/blogs/
drupal-development/going-live-drupal-
checklist
• More resources will be posted at
bit.ly/d4pm3
42Wednesday, June 12, 2013
Contact us!
acquia.com/training/contact
43Wednesday, June 12, 2013
Sign up for next sessions!
44Wednesday, June 12, 2013

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Drupal for Project Managers, Part 3: Launching

  • 1. Drupal for Project Managers - Part 3 Launch! acquia.com 1Wednesday, June 12, 2013
  • 3. ? You and the project lifecycle Deployment and Launch DesignDiscovery Content staging Information Architecture Development/ Implementation Quality Assurance Maintenance From “Planning and Managing a Drupal Project” by Amye Scavarda in Definitive Guide to Drupal What defines success What risks in each phase? How can you affect all phases? 3Wednesday, June 12, 2013
  • 4. This is based on... • Case studies and real-life examples • Shared expertise and knowledge • Growing group of project managers in Drupal • DrupalCon and DrupalCamp presentations • Learning from your peers! 4Wednesday, June 12, 2013
  • 8. Launch meeting • Discuss contingencies for going live • Who • Project manager • Developers • Client stakeholder 8Wednesday, June 12, 2013
  • 9. What do you think are the risks in the deployment or launch phase? Mitigate the risks 9Wednesday, June 12, 2013
  • 10. Testing before launch • Testing • Functional Testing. • Mobile Testing • Testing with Drupal Modules: SimpleTest • Migration of the system to the production servers. (mitigate with same environment) • Detailed launch plan (cutover and rollback) 10Wednesday, June 12, 2013
  • 11. Planning for traffic • Load testing and goals • Users • Test patterns - ordering? video? sharing? • What can your site handle? 11Wednesday, June 12, 2013
  • 12. Neccessary planning Cutover Identify timeframe. Document steps, assign stakeholders and tasks. Validate - test once or twice to document issues and timings. Rollback Clear tasks in case of rollback Test the rollback plan Who is responsible for each step? 12Wednesday, June 12, 2013
  • 14. Why is this risky? Code PHP, JS, CSS Data Files Code PHP, JS, CSS Data Files Local Production Copy down latest data? FTP up latest code? Make live changes in configuration 14Wednesday, June 12, 2013
  • 15. The deployment problem Code PHP, JS, CSS Data Files Code PHP, JS, CSS Data Files Local Development Staging Production 15Wednesday, June 12, 2013
  • 16. Code OK (version control) Local Development Staging Production Added change to a theme Files Data changed Code changed PHP, JS, CSS Code PHP, JS, CSS Files Added a new View Code PHP, JS, CSS Data Files 16Wednesday, June 12, 2013
  • 17. Data conflicts Local Development Staging Production Files Data changed Code changed PHP, JS, CSS Files New user added an article! Code PHP, JS, CSS Data Files Code PHP, JS, CSS 17Wednesday, June 12, 2013
  • 18. Configuration to code Local Development Staging Production Files Data changed Code changed PHP, JS, CSS Files Export configuration to code Code PHP, JS, CSS Data Files Code PHP, JS, CSS Code PHP, JS, CSS 18Wednesday, June 12, 2013
  • 19. Export to code? • Think “Features” such as an image gallery. • Contains: Config, content, code, files. • What can be exported: • Views, content types, settings, etc. • Eliminates hazards of rebuilding on production sites. • Does not: Manage data export. • Modules: Features, Strongarm, custom. 19Wednesday, June 12, 2013
  • 20. Staging for testing Local Development Staging Production Files Data changed Code changed PHP, JS, CSS Code PHP, JS, CSS Files Files Code PHP, JS, CSS Data Files Code PHP, JS, CSS Files Data Data Run scripts from code that update the database with new configuration. 20Wednesday, June 12, 2013
  • 21. Environments needed Development Developers collaborating and testing. Code should be version controlled. Multiple dev environments (local and online). Staging/QA Test updates from development. Should be exact same environment as production. Sync content and files from production. Production/Live Live, stable version of site. Tested. This is where users login and add content (usually). 21Wednesday, June 12, 2013
  • 22. Consider • Why is important that QA and Production mimic each other? Screenshot of Acquiaʼs hosting UI. 22Wednesday, June 12, 2013
  • 25. The ***P stack • Drupal is flexible, but most tested on... • Linux: But works on other OSs • Apache: But works on other servers • MySQL: But works on other databases. • PHP: This is a requirement. http://drupal.org/requirements 25Wednesday, June 12, 2013
  • 26. Hosting considerations Performance How fast can this software respond? How long does it take to process a request and output a page to the browser? Scalability How fast can this system respond? How many requests can the system handle at once? Improvements Optimize database queries. Cache (save a processed copy) for anonymous visitors. Use a CDN (content delivery network) for files or media. 26Wednesday, June 12, 2013
  • 29. Hosting a single site Contributed module Contributed module Contributed themes Core DB Web Site Drupal site http://www.acquia.com/resources/collateral/drupal-powered-enterprise 29Wednesday, June 12, 2013
  • 31. Three models • Multi-tenant: One database, one Drupal installation. • Hybrid: Multiple databases, one Drupal installation. • Multi-instance: Multiple databases, multiple Drupal installations. http://www.acquia.com/resources/collateral/drupal-powered-enterprise 31Wednesday, June 12, 2013
  • 32. • Increases complexity with multisite configuration Multisite management Screenshot of Acquiaʼs hosting UI. 32Wednesday, June 12, 2013
  • 34. Easy win • Option 1: • Buy the right hardware, install load balancers, setup MySQL servers in master- slave mode, setup static file servers, setup web servers, get PHP working with an opcode cache, tie in a distributed memory object caching system like memcached, integrate with a content delivery network, watch security advisories for every component in your system and configure and tune the hell out of everything. • Option 2: • Choose optimized Drupal-tuned hosting. 34Wednesday, June 12, 2013
  • 35. Acquia Network • Operate sites more effectively – Drupal site monitoring – SEO Grader – In-the-wild software testing – Self-service load testing – Performance monitoring • Extend site capabilities efficiently – Faceted search and navigation – Content recommendations – Automated spam protection – Mobile interface design – A/B, multivariate testing 35Wednesday, June 12, 2013
  • 36. Application management • Checks 80+ Drupal specific settings • On-demand scoring • Personalized real- time notifications • Best practice recommendations 36Wednesday, June 12, 2013
  • 38. Build in training • Demo functionality to stakeholders • Record demos at key milestone meetings. • Get content editors involved at the earliest stages so they learn incrementally. • Testing and learning at the same time. 38Wednesday, June 12, 2013
  • 39. Documentation • Create a central repository for project documentation, gather as you go along. • Improve inline documentation. • Content entry screen “help text”. 39Wednesday, June 12, 2013
  • 40. Drupal for Content editors! • June 26th - check the webinar schedule • https://acquia.com/resources/webinars • How Drupal works • Content administration • Typical customizations • Key terminology 40Wednesday, June 12, 2013
  • 41. ANY QUESTIONS? For those watching the recording, ask questions here: http://bit.ly/d4pm3 41Wednesday, June 12, 2013
  • 42. Useful resources • Launch checklists • http://www.zivtech.com/blog/impending- drupal-site-launch-use-list • http://www.microserveltd.co.uk/blogs/ drupal-development/going-live-drupal- checklist • More resources will be posted at bit.ly/d4pm3 42Wednesday, June 12, 2013
  • 44. Sign up for next sessions! 44Wednesday, June 12, 2013