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How to Migrate, Manage and Centralize your Web
Infrastructure with Drupal
Jim Keller
Principal, Context
9-person Drupal team based just
Outside of Philadelphia
Background in Software Development
Extensive server management
& website deployment experience
http://thisiscontext.com
A common problem

- Different departments within an organization create, manage,
and maintain their own website
- No thought given to scalability, centralization, or ongoing
viability
- No consistency in approach
In the end, organizations are left with a tangled mess of different
platforms, different development techniques, and proprietary components
A plan
Assess
What do we have now, and who is it important to?

Migrate & Integrate

Transferring data from one platform to another, or sharing data between

systems

Manage
Keeping everything running

Maintain
Preventing the mess from happening again
Drupal
What is Drupal?

A content management system
An application development framework
A multi-site management platform
Who uses Drupal?
Who uses Drupal?
The Plan

Migration to Drupal
Assess
Before making any kind of platform decision, take an inventory of your current web properties
Start slow and break the process into manageable chunks
Collaborate with stakeholders to identify priorities
Take extra time assessing integrations / data
sharing components
Migrate
Drupal 7 Entities
Entities provide a single building block for all types of data stored in Drupal
Entities can be blog posts, news entries, users, taxonomy terms, comments – any piece of data
is considered an entity
Entities have fields, not unlike tables in a database
Drupal modules act on entities using the entity API. Once a piece of data has been imported
into Drupal as an entity, it can be manipulated, displayed, aggregated, or referenced by other
entities.
Migrate
The Feeds Module: Your friend in migration
One-off imports and periodic aggregation
of content

Create nodes, users, taxonomy terms
or simple database records from import

Import or aggregate RSS/Atom feeds

Extensible to import any other kind of content

Import or aggregate CSV files

Granular mapping of input elements to Drupal
content elements

Import or aggregate OPML files
PubSubHubbub support

Exportable configurations
Batched import for large files

...Combine with the Feeds Tamper module for custom pre-processing of incoming data
Migrate
You may have to write some custom code to massage your data into
place, but Drupal can make this process approachable

Learn more about feeds:
The developer's guide to feeds: https://drupal.org/node/622700

Contributed Plugin modules for feeds: https://drupal.org/node/856644
Integrate
Drupal provides almost limitless opportunity to integrate outside systems, but there are
Some important decisions to be made before beginning the technical aspects of integration:
1. Does the cost (both time, money, and opportunity) of performing the integration
outweigh the benefit of actually having the systems integrated?
2. Can the existing system and the new system live harmoniously, but still remain
separate, without compromising user experience or internal workflows?
3. Does the existing system provide strong integration opportunities, without the need to
rebuild a significant portion of the application’s business logic?
Integrate
Some help with your integration, courtesy of Drupal:

The services module – http://drupal.org/project/services
“A standardized solution of integrating external applications with Drupal. Service
callbacks may be used with multiple interfaces like REST, XMLRPC, JSON, JSON
RPC, SOAP, AMF, etc.”
Custom Drupal modules
You probably won’t come away with a successful integration without building a few of
these. Don’t be afraid to build custom where needed, but remember to search first so you
don’t reinvent the wheel.
Feeds, Again
Feeds can be your friend here as well. For integrations that don’t require realtime
communication, a custom feeds plugin running on a set interval is a practical way to
import and export data.
Manage
Drupal Multi-Site
Multi-site capabilities are built into Drupal core
A single Drupal core installation can drive dozens of sites
Module installations can be shared across multiple sites, creating a centralized hub for
management &updates
Manage
Drupal Multi-Site
Module installations can be shared across multiple sites, creating a centralized hub for
management & updates
Manage
Enterprise Hosting
Drupal can run on Linux or Windows, and supports a number of database engines including
mySQL and MS-SQL
Drupal has a 40-person security team
Drupal has been combat tested on high-profile, high traffic sites
Enterprise hosting platform and 24/7 support through Acquia
Manage
New Relic Integration
Provides traffic & bandwidth reports, server performance & resource usage data, downtime
alerts
Maintain
Policies and Procedures
Create standards and best practice recommendations for your organization
Having clear, written policies and procedures for change management is critical to ensuring
that
Make sure stakeholders are aware of the procedures and have adequate time to account for
them in planning
Maintain
Policies and Procedures
Provide a list of the approved, activated modules developers will have access to
in your multi-site environment
Maintain
Policies and Procedures
Provide documentation on how to properly structure sites for deployment
Maintain
Policies and Procedures
Provide documentation for change management
Other Considerations
For another time...

Adoption
Helping people understand the benefits of change

Training
Centralizing helps makes training efforts much more practical

Ongoing Support
Keeping your users happy and productive
Thank You

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How to Migrate, Manage and Centralize your Web Infrastructure with Drupal

  • 1. How to Migrate, Manage and Centralize your Web Infrastructure with Drupal Jim Keller Principal, Context
  • 2. 9-person Drupal team based just Outside of Philadelphia Background in Software Development Extensive server management & website deployment experience http://thisiscontext.com
  • 3. A common problem - Different departments within an organization create, manage, and maintain their own website - No thought given to scalability, centralization, or ongoing viability - No consistency in approach
  • 4. In the end, organizations are left with a tangled mess of different platforms, different development techniques, and proprietary components
  • 5. A plan Assess What do we have now, and who is it important to? Migrate & Integrate Transferring data from one platform to another, or sharing data between systems Manage Keeping everything running Maintain Preventing the mess from happening again
  • 7. What is Drupal? A content management system An application development framework A multi-site management platform
  • 11. Assess Before making any kind of platform decision, take an inventory of your current web properties Start slow and break the process into manageable chunks Collaborate with stakeholders to identify priorities Take extra time assessing integrations / data sharing components
  • 12. Migrate Drupal 7 Entities Entities provide a single building block for all types of data stored in Drupal Entities can be blog posts, news entries, users, taxonomy terms, comments – any piece of data is considered an entity Entities have fields, not unlike tables in a database Drupal modules act on entities using the entity API. Once a piece of data has been imported into Drupal as an entity, it can be manipulated, displayed, aggregated, or referenced by other entities.
  • 13. Migrate The Feeds Module: Your friend in migration One-off imports and periodic aggregation of content Create nodes, users, taxonomy terms or simple database records from import Import or aggregate RSS/Atom feeds Extensible to import any other kind of content Import or aggregate CSV files Granular mapping of input elements to Drupal content elements Import or aggregate OPML files PubSubHubbub support Exportable configurations Batched import for large files ...Combine with the Feeds Tamper module for custom pre-processing of incoming data
  • 14. Migrate You may have to write some custom code to massage your data into place, but Drupal can make this process approachable Learn more about feeds: The developer's guide to feeds: https://drupal.org/node/622700 Contributed Plugin modules for feeds: https://drupal.org/node/856644
  • 15. Integrate Drupal provides almost limitless opportunity to integrate outside systems, but there are Some important decisions to be made before beginning the technical aspects of integration: 1. Does the cost (both time, money, and opportunity) of performing the integration outweigh the benefit of actually having the systems integrated? 2. Can the existing system and the new system live harmoniously, but still remain separate, without compromising user experience or internal workflows? 3. Does the existing system provide strong integration opportunities, without the need to rebuild a significant portion of the application’s business logic?
  • 16. Integrate Some help with your integration, courtesy of Drupal: The services module – http://drupal.org/project/services “A standardized solution of integrating external applications with Drupal. Service callbacks may be used with multiple interfaces like REST, XMLRPC, JSON, JSON RPC, SOAP, AMF, etc.” Custom Drupal modules You probably won’t come away with a successful integration without building a few of these. Don’t be afraid to build custom where needed, but remember to search first so you don’t reinvent the wheel. Feeds, Again Feeds can be your friend here as well. For integrations that don’t require realtime communication, a custom feeds plugin running on a set interval is a practical way to import and export data.
  • 17. Manage Drupal Multi-Site Multi-site capabilities are built into Drupal core A single Drupal core installation can drive dozens of sites Module installations can be shared across multiple sites, creating a centralized hub for management &updates
  • 18. Manage Drupal Multi-Site Module installations can be shared across multiple sites, creating a centralized hub for management & updates
  • 19. Manage Enterprise Hosting Drupal can run on Linux or Windows, and supports a number of database engines including mySQL and MS-SQL Drupal has a 40-person security team Drupal has been combat tested on high-profile, high traffic sites Enterprise hosting platform and 24/7 support through Acquia
  • 20. Manage New Relic Integration Provides traffic & bandwidth reports, server performance & resource usage data, downtime alerts
  • 21. Maintain Policies and Procedures Create standards and best practice recommendations for your organization Having clear, written policies and procedures for change management is critical to ensuring that Make sure stakeholders are aware of the procedures and have adequate time to account for them in planning
  • 22. Maintain Policies and Procedures Provide a list of the approved, activated modules developers will have access to in your multi-site environment
  • 23. Maintain Policies and Procedures Provide documentation on how to properly structure sites for deployment
  • 24. Maintain Policies and Procedures Provide documentation for change management
  • 25. Other Considerations For another time... Adoption Helping people understand the benefits of change Training Centralizing helps makes training efforts much more practical Ongoing Support Keeping your users happy and productive