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Best Practice Checklist for Building a Drupal Website

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Best Practice Checklist for Building a Drupal Website

  1. 1. DRUPAL SITE BUILDING CHECKLIST
  2. 2. Drupal Consulting, Development, andTraining evolvingweb.ca Suzanne Kennedy, Co-founder @suzanne_kennedy
  3. 3. SITE BUILDING PROCESS
  4. 4. SITE BUILDING PLANNING • Planning content types and fields • Creating sample content • Information architecture: menus and layouts • Layout strategy: Panels, Context, Display Suite,Views • Planning out Features
  5. 5. SITE BUILDING: IMPLEMENTATION • Building out ContentTypes,Views, and Panels • Configuring Module • Theming • Exporting Configuration to Features
  6. 6. SITE BUILDING: CLEAN-UP • Testing • Improving the admin UI • Testing with Sample Content • Documentation
  7. 7. SITE BUILDING: DEPLOYMENT • Switching over to Production Settings • Caching & aggregation • Security
  8. 8. SITE BUILDING CHECKLIST
  9. 9. WHY HAVE A CHECKLIST? • Cleaner configuration, less cruft • Smoother launch • Consistency
  10. 10. WHAT’S ONTHE LIST? • Content Strategy • ContentTypes &Views • Search Engine Optimization • Accessibility • Admin Features • User Accounts • Content Cleanup • Responsive-ness • Pre-launch items
  11. 11. bit.ly/drupal-checklist
  12. 12. CONTENT STRATEGY
  13. 13. REQUIRED FIELDS
  14. 14. DEFAULTVALUES
  15. 15. HTMLVS. FIELDS
  16. 16. MANYVS. FEW CONTENT TYPES • Limit the number of content types • Limit the number of non-required fields
  17. 17. TAXONOMYVS. LIST FIELD http://www.juliakm.com/how-decide-between-using- taxonomy-terms-and-cck-field-classify-content-drupal-site
  18. 18. CONTENT STRATEGY CHECKLIST Make fields required Set a default on fields Choose free HTML vs. individual fields Choose the number of content types Decide on taxonomy vs. list fields
  19. 19. SEOTOOLS
  20. 20. Add Google Analytics drupal.org/project/google_analytics
  21. 21. Configure URL Aliases drupal.org/project/pathauto
  22. 22. Update Aliases
  23. 23. Update Action for URL Aliases Configuration > Search and metadata > URL Aliases > Settings
  24. 24. Fix missing navigation on 404 Pages drupal.org/project/404navigation
  25. 25. Custom error pages
  26. 26. PageTitle drupal.org/project/page_title
  27. 27. Mollom drupal.org/project/mollom
  28. 28. SEO CHECKLIST SEO Checklist module Google Analytics Path alias settings, global redirects, pathologic Custom error pages Page titles Use Mollom
  29. 29. FORTHE ADMIN
  30. 30. Administrative Menus drupal.org/project/admin_menu
  31. 31. WYSIWYG API drupal.org/project/wysiwyg
  32. 32. Embedded Images drupal.org/project/insert drupal.org/project/image_resize_filter
  33. 33. BUEditor drupal.org/project/bueditor
  34. 34. ConfigureText Format Default Configuration > Content authoring >Text formats
  35. 35. ConfigureText Format Default Configuration > Content authoring >Text formats
  36. 36. REVISIONS & DIFFS
  37. 37. USETHE DIFF MODULE https://drupal.org/project/diff
  38. 38. WORKBENCH https://drupal.org/project/workbench_moderation
  39. 39. AdministrativeViews drupal.org/project/administrative_views
  40. 40. DraggableViews drupal.org/project/draggable_views
  41. 41. ADMIN UI CHECKLIST Use administrativeViews Build custom adminViews Use DraggableViews Configure your WYSIWYG editor or use BUEditor Configure text formats, consider using Better Formats Embedding images
  42. 42. ACCESSIBILITY
  43. 43. CONTEXTUAL LINKS
  44. 44. ALTTEXT ON IMAGES
  45. 45. COLOUR CONTRAST http://snook.ca/technical/colour_contrast/colour.html
  46. 46. ACCESSIBLETABLES
  47. 47. USE WAVETOOLBAR
  48. 48. CHECKLIST MODULE https://drupal.org/project/a11y_checklist
  49. 49. ACCESSIBILITY CHECKLIST Make link text contextual Add an alt text on images Check for colour contrast Test your tables Test using the Wave toolbar Use the Drupal Accessibility Checklist
  50. 50. RESPONSIVE DESIGN
  51. 51. IMAGE SIZES https://drupal.org/project/adaptive_image
  52. 52. VIEWPORT METATAG <?php $meta_viewport = array( '#type' => 'html_tag', '#tag' => 'meta', '#attributes' => array( 'name' => 'viewport', 'content' => 'width=device-width' ) ); drupal_add_html_head($meta_viewport, 'viewport'); ?> https://drupal.org/project/Viewport
  53. 53. IE WORK-AROUND Versions 6-8 don’t support media queries In your .info file: stylesheets-conditional[lt IE 9][all][] = ie-960.css
  54. 54. TEST! • mattkersley.com/responsive/ • screensiz.es • browserstack.com
  55. 55. RESPONSIVE CHECKLIST Use adaptive image for image re-sizing Viewport meta tag Internet Explorer work-around Testing on different screen sizes
  56. 56. USER ACCOUNTS
  57. 57. Set up correct user roles
  58. 58. Anonymous User Permissions
  59. 59. Test the permissions for each role drupal.org/project/masquerade
  60. 60. USE LOGIN REDIRECT https://drupal.org/project/login_redirect
  61. 61. USERS CHECKLIST Configure permissions & test with Masquerade Check setting for creating user accounts Configure User Emails Login redirect
  62. 62. CONTENTTYPES
  63. 63. Remove Un-used ContentTypes
  64. 64. Manage Display: Is everything is the correct order?
  65. 65. Manage Fields: Is everything is the correct order?
  66. 66. ContentType Settings
  67. 67. CONTENTTYPES CHECKLIST Remove any extra content types Check the order of fields Check the display order of fields Consistent content type settings
  68. 68. VIEWS
  69. 69. Delete anyViews orViews displays that you’re not using.
  70. 70. Document yourViews!
  71. 71. Make sure thatViews settings are consistent
  72. 72. Check permissions for Views
  73. 73. VIEWS CHECKLIST Remove extraViews andViews displays Document yourViews thoroughly ConsistentView modes or field settings inViews ReviewViews permissions
  74. 74. CONTENT CLEANUP
  75. 75. Remove all the test content & users from the site
  76. 76. Remove all the test content & users from the site
  77. 77. No required fields missing from ‘legacy’ content
  78. 78. TestYour Image Styles
  79. 79. CONTENT CHECKLIST Remove sample content Check that legacy content has required fields Test your image styles with many kinds of image Test your content with lots of HTML
  80. 80. PRE-LAUNCH CHECKLIST
  81. 81. Disable ModulesYou Don’t Need
  82. 82. Turn on Caching & Aggregation Configuration > Development > Performance
  83. 83. Modules up-to-date Configuration > Modules > Update
  84. 84. Change the Super Admin User Password
  85. 85. Disable Error Logging Configuration > Development > Logging and errors
  86. 86. Security Review drupal.org/project/security_review
  87. 87. PRE-LAUNCH CHECKLIST Disable modules Turn on caching and aggregation Update modules Change passwords Disable error logging Security review
  88. 88. CONTRIB MODULES • Views Bulk Operations • Google Analytics • Pathauto • PageTitle • Mollom • AdministrativeViews • DraggableViews • AdministrativeViews • WYSIWYG API • BUEditor • Insert • Image Resize Filter • Security Review • 404 Navigation • Masquerade
  89. 89. TRAINING PROGRAM We offer public and private Drupal training sessions. evolvingweb.ca/training
  90. 90. THANKYOU!
  91. 91. Drupal Consulting, Development, andTraining evolvingweb.ca Suzanne Kennedy, Co-founder @suzanne_kennedy

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