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Best Practices for Migrating a Legacy-Based CMS to Drupal Paul Chason Managing Partner Mediacurrent Bryan House Marketing Director Acquia
© 2009 Acquia, Inc.  All rights reserved. Agenda Introduction Preparing to migrate legacy content Understanding Drupal concepts Importing content into Drupal Case study – In-Fisherman.com How Acquia can help Questions
Drupal Gaining Market Momentum
Social Publishing Software =>Participation-Driven Websites social  networks blogs / wikis forums /  comments content workflow taxonomy analytics search RSS ratings tagging users Social Publishing Systems Content Mgmt Systems Social Software Tools
Drupal & ROI Reduce costs Zero $$ software licensing Reduced maintenance costs Deploy websites faster Modular architecture Configurable, not custom Repeatable infrastructure Multisite support Turnkey site deployment
© 2009 Acquia, Inc.  All rights reserved. Mediacurrent Paul Chason Managing Director, Mediacurrent
Mediacurrent Company Overview
Mediacurrent Company Overview Atlanta, GA based web consultancy exclusively focused in Drupal
Mediacurrent Company Overview Atlanta, GA based web consultancy exclusively focused in Drupal Full-service Drupal provider – front and back end development; specialize in enterprise level Drupal implementations
Mediacurrent Company Overview Atlanta, GA based web consultancy exclusively focused in Drupal Full-service Drupal provider – front and back end development; specialize in enterprise level Drupal implementations Acquia Gold Development Partner
Mediacurrent Company Overview Atlanta, GA based web consultancy exclusively focused in Drupal Full-service Drupal provider – front and back end development; specialize in enterprise level Drupal implementations Acquia Gold Development Partner
Define Drupal Site Requirements
Define Drupal Site Requirements Determine how your users will interact with the legacy data on the new site
Define Drupal Site Requirements Determine how your users will interact with the legacy data on the new site Is there any legacy data that can be leveraged to create new content? Example: using an address record to populate a Google Map
Define Drupal Site Requirements Determine how your users will interact with the legacy data on the new site Is there any legacy data that can be leveraged to create new content? Example: using an address record to populate a Google Map Will content need to be re-categorized in the new site?
Sizing Up Legacy Content
Sizing Up Legacy Content Where does your content “live” and what format is it in?
Sizing Up Legacy Content Where 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
Prepare Content Export
Prepare Content Export Generate CSV file containing legacy content data (most Drupal contributed modules have CSV support)
Prepare Content Export Generate 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
Drupal Content Basics
Drupal Content Basics A “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.
Drupal Content Basics A “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.
Drupal Content Basics Content Type Node Title field
How is Legacy Content Stored in Drupal?
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
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 Legacy content fields map to various content types’ fields such as text, numbers, checkboxes / radio button groups, categories, images, etc.
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 Legacy 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
Methods for Importing Content to Drupal
Methods for Importing Content to Drupal Drupal 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
Methods for Importing Content to Drupal Drupal 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 Custom PHP scripts (it’s possible to bootstrap just the database layer of Drupal to cut down on the code required) or custom Drupal modules
Methods for Importing Content to Drupal Drupal 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 Custom PHP scripts (it’s possible to bootstrap just the database layer of Drupal to cut down on the code required) or custom Drupal modules Custom MySQL scripts for database to database migration
Advantages of Migrating to Open-Source Drupal at the Enterprise Level
Advantages of Migrating to Open-Source Drupal at the Enterprise Level Scalable
Advantages of Migrating to Open-Source Drupal at the Enterprise Level Scalable Social networking feature-rich
Advantages of Migrating to Open-Source Drupal at the Enterprise Level Scalable Social networking feature-rich Flexible, easy to customize
Advantages of Migrating to Open-Source Drupal at the Enterprise Level $ Scalable Social networking feature-rich Flexible, easy to customize Lower total cost of ownership
Case Study: In-Fisherman.com
Case Study: In-Fisherman.com Complements the print magazine In-fisherman
Case Study: In-Fisherman.com Complements the print magazine In-fisherman Initially built with proprietary CMS
Case Study: In-Fisherman.com Complements the print magazine In-fisherman Initially built with proprietary CMS Averages 67,789 user visits, 266,379 page visits, and an average of 4:1 page visits/user visits per month
Why Did In-Fisherman.com Choose Drupal?
Why Did In-Fisherman.com Choose Drupal? Multi-site / multi-database capability
Why Did In-Fisherman.com Choose Drupal? Multi-site / multi-database capability Ability to run forums (forum module) and website on same platform with single sign-on capability
Why Did In-Fisherman.com Choose Drupal? Multi-site / multi-database capability Ability to run forums (forum module) and website on same platform with single sign-on capability Built-in social networking features offering commenting, tagging and user generated content
Why Did In-Fisherman.com Choose Drupal? Multi-site / multi-database capability Ability to run forums (forum module) and website on same platform with single sign-on capability Built-in social networking features offering commenting, tagging and user generated content Active development community
Lessons Learned from In-Fisherman.com
Lessons Learned from In-Fisherman.com Challenge Migrate 1500+ articles from Filemaker Pro database to Drupal 6 for In-Fisherman.com redesign
Obstacles
Obstacles Filemaker Pro only exported XML data, needed to transform data to CSV format
Obstacles Filemaker Pro only exported XML data, needed to transform data to CSV format Image files stored in disparate file system with no URL pointer stored in Filemaker Pro
Obstacles Filemaker Pro only exported XML data, needed to transform data to CSV format Image files stored in disparate file system with no URL pointer stored in Filemaker Pro Compromised data integrity
Obstacles Filemaker Pro only exported XML data, needed to transform data to CSV format Image files stored in disparate file system with no URL pointer stored in Filemaker Pro Compromised data integrity
Solution
Solution Transform XML content to CSV format with custom PHP script
Solution Transform XML content to CSV format with custom PHP script Insert Drupal image filepath during transformation and transfer image files via FTP to application server
Solution Customize  Node Import module to handle importing CSV records into Drupal
Drupal’s Impact on In-Fisherman.com
Drupal’s Impact on In-Fisherman.com Flexible web platform offering ability to easily add new features without compromising core business logic
Drupal’s Impact on In-Fisherman.com Flexible web platform offering ability to easily add new features without compromising core business logic Faster page loads
Drupal’s Impact on In-Fisherman.com Flexible web platform offering ability to easily add new features without compromising core business logic Faster page loads Better SEO strategy: SEO-friendly URL’s via the Pathauto module, HTML title and meta-tag control at the article level
Drupal’s Impact on In-Fisherman.com Flexible web platform offering ability to easily add new features without compromising core business logic Faster page loads Better SEO strategy: SEO-friendly URL’s via the Pathauto module, HTML title and meta-tag control at the article level Biggest ROI: no enterprise-level licensing fees
Keys to a Successful Import
Keys to a Successful Import Ensure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new site
Keys to a Successful Import Ensure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new site Run several “test” imports
Keys to a Successful Import Ensure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new site Run several “test” imports Make sure a Drupal consultant is available during the final import
Keys to a Successful Import Ensure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new site Run several “test” imports Make sure a Drupal consultant is available during the final import Break down content migration tasks into small manageable steps
Keys to a Successful Import Ensure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new site Run several “test” imports Make sure a Drupal consultant is available during the final import Break down content migration tasks into small manageable steps Document what works along the way
Interested in Migrating Your Current CMS to Drupal?
Interested in Migrating Your Current CMS to Drupal? Contact Mediacurrent at www.mediacurrent.com/contact to schedule a discovery call!
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 to www.mediacurrent.com/download-white-paper
Acquia is Your Drupal Guide What modules should we install? Where do we get professional support? How do we host our site? Will it scale? ...Where do we start?
Acquia Network Subscriptions Fitness Diagnostics Response
Drupal Support, When You Need It 20+ Drupal engineers on staff 24x7 emergency availability Defined SLAs Ticket tracking until satisfied resolution
Recommendations For Drupal Fitness Advisory support Best practices Information architecture Performance tuning Module selection Remote administration
On Demand Visibility and Diagnostics Health dashboard Heartbeat monitoring Site statistics Site profile information Remote cron
one-stop shop Drupal infrastructure + application support
Productive partnerships focused on customer success Acquia Gold Partner Mediacurrent Drupal site owners Define Projects Using Drupal to address unique business and technical requirements on the Web. Design, Build, Deploy Bring vertical and technical solution expertise to build websites that meet client specifications. Customer  Success Maintain & Support Acquia Acquia Network subscriptions provide enterprise-class support, hosting and network services to ensure websites meet business objectives. Helping Organizations Succeed with Drupal
Benefits of Using Drupal CMS Accomplish more with less Harness community-driven technology innovation Engage your audience
© 2009 Acquia, Inc.  All rights reserved. Questions For more information, visit each of us at: http://acquia.com/community http://twitter.com/acquia http://twitter.com/mediacurrent Contact Acquia: sales@acquia.com 888-9-ACQUIA ContactMediacurrent: dave.terry@mediacurrent.com 866-507-0005 Sign up for a free 30-day Acquia Network trial http://acquia.com/trial

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Migrate Legacy CMS to Drupal

  • 1. Best Practices for Migrating a Legacy-Based CMS to Drupal Paul Chason Managing Partner Mediacurrent Bryan House Marketing Director Acquia
  • 2. © 2009 Acquia, Inc. All rights reserved. Agenda Introduction Preparing to migrate legacy content Understanding Drupal concepts Importing content into Drupal Case study – In-Fisherman.com How Acquia can help Questions
  • 4. Social Publishing Software =>Participation-Driven Websites social networks blogs / wikis forums / comments content workflow taxonomy analytics search RSS ratings tagging users Social Publishing Systems Content Mgmt Systems Social Software Tools
  • 5. Drupal & ROI Reduce costs Zero $$ software licensing Reduced maintenance costs Deploy websites faster Modular architecture Configurable, not custom Repeatable infrastructure Multisite support Turnkey site deployment
  • 6. © 2009 Acquia, Inc. All rights reserved. Mediacurrent Paul Chason Managing Director, Mediacurrent
  • 8. Mediacurrent Company Overview Atlanta, GA based web consultancy exclusively focused in Drupal
  • 9. Mediacurrent Company Overview Atlanta, GA based web consultancy exclusively focused in Drupal Full-service Drupal provider – front and back end development; specialize in enterprise level Drupal implementations
  • 10. Mediacurrent Company Overview Atlanta, GA based web consultancy exclusively focused in Drupal Full-service Drupal provider – front and back end development; specialize in enterprise level Drupal implementations Acquia Gold Development Partner
  • 11. Mediacurrent Company Overview Atlanta, GA based web consultancy exclusively focused in Drupal Full-service Drupal provider – front and back end development; specialize in enterprise level Drupal implementations Acquia Gold Development Partner
  • 12. Define Drupal Site Requirements
  • 13. Define Drupal Site Requirements Determine how your users will interact with the legacy data on the new site
  • 14. Define Drupal Site Requirements Determine how your users will interact with the legacy data on the new site Is 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 Requirements Determine how your users will interact with the legacy data on the new site Is there any legacy data that can be leveraged to create new content? Example: using an address record to populate a Google Map Will content need to be re-categorized in the new site?
  • 16. Sizing Up Legacy Content
  • 17. Sizing Up Legacy Content Where does your content “live” and what format is it in?
  • 18. Sizing Up Legacy Content Where 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 Export Generate CSV file containing legacy content data (most Drupal contributed modules have CSV support)
  • 21. Prepare Content Export Generate 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 Basics A “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 Basics A “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 Basics Content Type Node Title 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 scripts Legacy 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 scripts Legacy 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 Drupal Drupal 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 Drupal Drupal 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 Custom 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 Drupal Drupal 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 Custom PHP scripts (it’s possible to bootstrap just the database layer of Drupal to cut down on the code required) or custom Drupal modules Custom 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 Level Scalable
  • 36. Advantages of Migrating to Open-Source Drupal at the Enterprise Level Scalable Social networking feature-rich
  • 37. Advantages of Migrating to Open-Source Drupal at the Enterprise Level Scalable Social networking feature-rich Flexible, easy to customize
  • 38. Advantages of Migrating to Open-Source Drupal at the Enterprise Level $ Scalable Social networking feature-rich Flexible, easy to customize Lower total cost of ownership
  • 40. Case Study: In-Fisherman.com Complements the print magazine In-fisherman
  • 41. Case Study: In-Fisherman.com Complements the print magazine In-fisherman Initially built with proprietary CMS
  • 42. Case Study: In-Fisherman.com Complements the print magazine In-fisherman Initially built with proprietary CMS Averages 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 capability Ability 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 capability Ability to run forums (forum module) and website on same platform with single sign-on capability Built-in social networking features offering commenting, tagging and user generated content
  • 47. Why Did In-Fisherman.com Choose Drupal? Multi-site / multi-database capability Ability to run forums (forum module) and website on same platform with single sign-on capability Built-in social networking features offering commenting, tagging and user generated content Active development community
  • 48. Lessons Learned from In-Fisherman.com
  • 49. Lessons Learned from In-Fisherman.com Challenge Migrate 1500+ articles from Filemaker Pro database to Drupal 6 for In-Fisherman.com redesign
  • 51. Obstacles Filemaker Pro only exported XML data, needed to transform data to CSV format
  • 52. Obstacles Filemaker Pro only exported XML data, needed to transform data to CSV format Image files stored in disparate file system with no URL pointer stored in Filemaker Pro
  • 53. Obstacles Filemaker Pro only exported XML data, needed to transform data to CSV format Image files stored in disparate file system with no URL pointer stored in Filemaker Pro Compromised data integrity
  • 54. Obstacles Filemaker Pro only exported XML data, needed to transform data to CSV format Image files stored in disparate file system with no URL pointer stored in Filemaker Pro Compromised data integrity
  • 56. Solution Transform XML content to CSV format with custom PHP script
  • 57. Solution Transform XML content to CSV format with custom PHP script Insert Drupal image filepath during transformation and transfer image files via FTP to application server
  • 58. Solution Customize 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.com Flexible web platform offering ability to easily add new features without compromising core business logic
  • 61. Drupal’s Impact on In-Fisherman.com Flexible web platform offering ability to easily add new features without compromising core business logic Faster page loads
  • 62. Drupal’s Impact on In-Fisherman.com Flexible web platform offering ability to easily add new features without compromising core business logic Faster page loads Better 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.com Flexible web platform offering ability to easily add new features without compromising core business logic Faster page loads Better SEO strategy: SEO-friendly URL’s via the Pathauto module, HTML title and meta-tag control at the article level Biggest ROI: no enterprise-level licensing fees
  • 64. Keys to a Successful Import
  • 65. Keys to a Successful Import Ensure 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 Import Ensure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new site Run several “test” imports
  • 67. Keys to a Successful Import Ensure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new site Run several “test” imports Make sure a Drupal consultant is available during the final import
  • 68. Keys to a Successful Import Ensure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new site Run several “test” imports Make sure a Drupal consultant is available during the final import Break down content migration tasks into small manageable steps
  • 69. Keys to a Successful Import Ensure all project stakeholders are familiar with the structure of the legacy content and its intended use on the new site Run several “test” imports Make sure a Drupal consultant is available during the final import Break down content migration tasks into small manageable steps Document 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 to www.mediacurrent.com/download-white-paper
  • 73. Acquia is Your Drupal Guide What modules should we install? Where do we get professional support? How do we host our site? Will it scale? ...Where do we start?
  • 74. Acquia Network Subscriptions Fitness Diagnostics Response
  • 75. Drupal Support, When You Need It 20+ Drupal engineers on staff 24x7 emergency availability Defined SLAs Ticket tracking until satisfied resolution
  • 76. Recommendations For Drupal Fitness Advisory support Best practices Information architecture Performance tuning Module selection Remote administration
  • 77. On Demand Visibility and Diagnostics Health dashboard Heartbeat monitoring Site statistics Site profile information Remote cron
  • 78. one-stop shop Drupal infrastructure + application support
  • 79. Productive partnerships focused on customer success Acquia Gold Partner Mediacurrent Drupal site owners Define Projects Using Drupal to address unique business and technical requirements on the Web. Design, Build, Deploy Bring vertical and technical solution expertise to build websites that meet client specifications. Customer Success Maintain & Support Acquia Acquia 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 CMS Accomplish more with less Harness community-driven technology innovation Engage your audience
  • 81. © 2009 Acquia, Inc. All rights reserved. Questions For more information, visit each of us at: http://acquia.com/community http://twitter.com/acquia http://twitter.com/mediacurrent Contact Acquia: sales@acquia.com 888-9-ACQUIA ContactMediacurrent: dave.terry@mediacurrent.com 866-507-0005 Sign up for a free 30-day Acquia Network trial http://acquia.com/trial