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Drupal for Project Managers, Part 4: Maintenance
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Drupal for Project Managers, Part 4: Maintenance


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  • 1. Drupal for ProjectManagers - Part 4Maintenanceacquia.com1Wednesday, June 19, 2013
  • 2. HELLO!Heather JamesJenn Sramek@learningdrupal@Ideaseed2Wednesday, June 19, 2013
  • 3. ?You and the project lifecycleDeploymentand LaunchDesignDiscoveryContentstagingInformationArchitectureDevelopment/ImplementationQualityAssuranceMaintenanceFrom “Planning and Managing a Drupal Project” by Amye Scavarda in Definitive Guide to DrupalWhat definessuccessWhat risks in eachphase?How can you affectall phases?3Wednesday, June 19, 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 19, 2013
  • 5. Introducing Jenn5Wednesday, June 19, 2013
  • 6. CLOSING ANDMAINTENANCEPHASE6Wednesday, June 19, 2013
  • 7. How to have asuccessful projectclosing meeting?7Wednesday, June 19, 2013
  • 8. What are therisks in theclosing phase?Mitigate the risks8Wednesday, June 19, 2013
  • 9. Goals for closing• Establish early on:• What will happen at hand-off.• Where is documentation going to bestored?• What information needs to be documentedand delivered?• Gather your documentation and deliver it.9Wednesday, June 19, 2013
  • 10. Transition10Wednesday, June 19, 2013
  • 11. Hand-off• What gets delivered to client in hand-off?• Who will be taking over?11Wednesday, June 19, 2013
  • 12. Done during development• Code commenting (done as an on-going partof dev process)• Documenting assumptions - why decisionswere made• Documentation of features12Wednesday, June 19, 2013
  • 13. What ismaintenance?13Wednesday, June 19, 2013
  • 14. Maintenance is important“The moment it ceases towork due to maintenanceissue, users go elsewhere.”- Jenn!14Wednesday, June 19, 2013
  • 15. What is maintenance?• Simplification• Maintenance planning• Upgrading - upgrade paths• Compatibility• Ongoing complications• Getting users involved15Wednesday, June 19, 2013
  • 16. What to expect• Clients will want to squeeze in last minutefeatures.• There will be a tendency to ignore key tasksin maintenance.• New “features” and “needs” will arise asusers first interact with the system.16Wednesday, June 19, 2013
  • 17. Required maintenance• Minimal required maintenance.• Updating installed modules and themes.• Backing up code and data.• User, spam and content moderation.• Analytics• Advertising• User training17Wednesday, June 19, 2013
  • 18. Updating v upgrading?• Update: Is a minor change, 7.12 > 7.15• Upgrade: A major version 6.x > 7.x• Main principle: “We can break peoples code,but not peoples data.”• Drupal is not backward compatible. Modulesbuilt for 7 will not work on 6.18Wednesday, June 19, 2013
  • 19. Upgrading• Research first!19Wednesday, June 19, 2013
  • 20. Ways to say no• Build in parallel tracks in development.• Client needs to know that it takes away frommaintenance.20Wednesday, June 19, 2013
  • 21. Plan to celebrate andshare21Wednesday, June 19, 2013
  • 22. Contribute and celebrate• Blog, tweet, share on LinkedIn or Facebook.• Share a case study, post on a showcase.• Propose DrupalCamp session with yourclient.22Wednesday, June 19, 2013
  • 23. 23Wednesday, June 19, 2013
  • 24. 24Wednesday, June 19, 2013
  • 25. /drupalgive, June 19, 2013
  • 26. Support contracts?26Wednesday, June 19, 2013
  • 27. Not factored in...“People think ‘I built it, anddidn’t change anything. Howcould bugs happen?’ ...The degredation of codedoesn’t compute”- Jenn27Wednesday, June 19, 2013
  • 28. Who?• Stepping out of the project?• Who is doing what and when?• Transitioning an internal team?• External?28Wednesday, June 19, 2013
  • 29. Support contracts?• Warranty: provide a standard warranty periodof 90 days after delivery of the project.• Offer purchase of a support contract after.• Clients need to understand what ismaintanence is, what new development is.• What business goals indicate on-goingdevelopment required?• “Standard” is that people ignore this issue.29Wednesday, June 19, 2013
  • 30. Examples• X amount of hours per month• Y length• Clarify expectation• Example:5 hours of support in 30 day launch period• Purchase additional hours?30Wednesday, June 19, 2013
  • 31. Security31Wednesday, June 19, 2013
  • 32. Security• Many problems are introduced through:• Poor configuration of user permissions.• Input text filter configuration.• The theme layer.• Custom code.• Also contributed modules and core.32Wednesday, June 19, 2013
  • 33. Keeping Drupal Secure• All security announcements are posted to an email listas well. Once logged in, go to your and subscribe to thesecurity newsletter on the Edit » My newsletters tab.Hacked! module This module scans your core and contributed modulesand determines if the code has been changed.Drupal Scout Drupal Scouts Knowledgebase has a number of usefularticles and checklists about security.Acquia Insight This service analyzes your Drupal site against a seriesof standards and best practices, including Security.Insight provides some clear indicators around sitehealth and best practicesSecurity modules There are a number of security modules to improvesecurity and assist in analysis and monitoring of yoursite.33Wednesday, June 19, 2013
  • 34. 34Wednesday, June 19, 2013
  • 35. 35Wednesday, June 19, 2013
  • 36. ANY QUESTIONS?For those watching therecording, ask questions, June 19, 2013
  • 37. Sign up for next session!37Wednesday, June 19, 2013
  • 38. Contact us!, June 19, 2013