Drupal 6 to Drupal 7 Upgrade

Ebizon Netinfo Pvt. Ltd

Page 1
Drupal 6 to Drupal 7 Upgrade

Legal Disclaimer
We have taken every precaution to ensure that the information presented in ...
Drupal 6 to Drupal 7 Upgrade

A Personal Note
Hi Readers,
I have been lucky to guide a small base of loyal, engaged custom...
Drupal 6 to Drupal 7 Upgrade

CONTENT AT A GLANCE

Contents
Legal Disclaimer ................................................
Drupal 6 to Drupal 7 Upgrade

Drupal 7 Overview
Drupal is a publishing platform created by a community and bursting with
p...
Drupal 6 to Drupal 7 Upgrade

Should you upgrade to Drupal 7 ?
Your website might be running on Drupal 6 currently. It doe...
Drupal 6 to Drupal 7 Upgrade

same time. When D7 comes out development still a bit more expensive than D6
because many mod...
Drupal 6 to Drupal 7 Upgrade

What does your website have (Audit sheet) ?
Perform the following tasks and Activities while...
Drupal 6 to Drupal 7 Upgrade

Hosting environment (AFS, sites.stanford.edu,
department server, external host):
Number of v...
Drupal 6 to Drupal 7 Upgrade

images, etc.):
Media Files:

D6 to D7 Upgrade Process
The Drupal upgrade process allow to up...
Drupal 6 to Drupal 7 Upgrade

These steps need to be done in one sitting so that your login information is not lost
and th...
Drupal 6 to Drupal 7 Upgrade

http://www.yoursite.com/admin/settings/site-maintenance or by clicking on
Administer | Site ...
Drupal 6 to Drupal 7 Upgrade

7. Download and unpack Drupal 7 if it is not been done already and copy it to
the root direc...
Drupal 6 to Drupal 7 Upgrade

13. After you click on the Continue button, Drupal will display a screen describing
the upda...
Drupal 6 to Drupal 7 Upgrade

14. Selecting the Apply pending updates button will begin the upgrade process.
Please do not...
Drupal 6 to Drupal 7 Upgrade

Over to Customer….But Hang On..DID

YOU TEST??

HAHA! HE
MISSED ME

Ready for

HANDOVER

RES...
Drupal 6 to Drupal 7 Upgrade

Create a test plan to validate that the migration is working as expected and that all
the co...
Drupal 6 to Drupal 7 Upgrade

Migration Validation and Verification
You must perform these two sets of validation under th...
Drupal 6 to Drupal 7 Upgrade

FAQ’s

1.
In Drupal 6, there is only one hook (hook_nodeapi) to handle node, comment, user
o...
Drupal 6 to Drupal 7 Upgrade

In Drupal 6, taxonomy is easily associated with content type but in Drupal 7,
taxonomy works...
Drupal 6 to Drupal 7 Upgrade

Use “hook_taxonomy_vocabulary_insert” to insert vocabulary
Use “hook_taxonomy_term_insert” t...
Drupal 6 to Drupal 7 Upgrade

Contact
Priyanka Jhamnani
Drupal Development Manager
Email: priyanka@ebizontek.com

Ebizon N...
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Drupal 6 to 7 migration guide

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Drupal 6 to 7 migration guide

  1. 1. Drupal 6 to Drupal 7 Upgrade Ebizon Netinfo Pvt. Ltd Page 1
  2. 2. Drupal 6 to Drupal 7 Upgrade Legal Disclaimer We have taken every precaution to ensure that the information presented in this course is 100% accurate and with your best intention in mind. Unfortunately, we can’t guarantee that you will have the same results. We wish we could! All results are based on many factors and it’s impossible for us to know how well you will do. You must accept the risk of any losses if you spend money because we don’t know how well you will apply the techniques. We are not liable for any decisions you make related to any information we have provided. All the content in this guide is owned by Ebizon Netinfo Pvt. Ltd. Ebizon Netinfo Pvt. Ltd Page 2
  3. 3. Drupal 6 to Drupal 7 Upgrade A Personal Note Hi Readers, I have been lucky to guide a small base of loyal, engaged customers in a few years span. And I take this opportunity to thank you for being a part of my work life. I am not a Drupal developer but I am backed by a team of experienced Drupallers. After taking technical knowledge and their challenges in making projects a huge success, I usually rewrite so that I can guide my customers to make it easy to understand. You have trusted me to help you towards your journey to success. It’s a huge honor and I take it seriously. Instead of writing a 200 page handbook, I wanted to give you this 18 page cookbook. It would be much more encouraging to read and I want you to follow steps by step, so that you finish with an actual product that you would be proud of. I am sincerely thankful for it. With Gratitude, Amit Sharma Drupal Consultant Ebizon Netinfo Pvt. Ltd Page 3
  4. 4. Drupal 6 to Drupal 7 Upgrade CONTENT AT A GLANCE Contents Legal Disclaimer ......................................................................................................................... 2 A Personal Note........................................................................................................................... 3 Drupal 7 Overview...................................................................................................................... 5 What has changed in Drupal 7 ? .......................................................................................... 5 Should you upgrade to Drupal 7 ? ....................................................................................... 6 What does your website have (Audit sheet) ? ............................................................... 8 D6 to D7 Upgrade Process..................................................................................................... 10 FAQ’s ............................................................................................................................................. 19 Feedback ................................................................................... Error! Bookmark not defined. Ebizon Netinfo Pvt. Ltd Page 4
  5. 5. Drupal 6 to Drupal 7 Upgrade Drupal 7 Overview Drupal is a publishing platform created by a community and bursting with potential. Use as-is or snap in any of thousands of free designs and plug-ins for rapid site assembly. Drupal's content management features make it easy to create and manage website. What has changed in Drupal 7 ? ● More Secure (Log-in, Password system, Modules, Scheduled tasks) ● Added more drag-and-drop for administrative tasks. ● Setting up automated task runs (cron) can now be achieved via Drupal's configuration alone, without having to install any scripts on the web server. ● Moved text format permissions to the main permissions page ● Administrative links to edit existing page elements are now available on each web page, without having to go to an administration page first. ● Improved support for integration of WYSIWYG editors. ● CKEditor and many other modules are compatible in IE 11. ● As database tables are converted in INNODB type so it becomes more fast to use. Ebizon Netinfo Pvt. Ltd Page 5
  6. 6. Drupal 6 to Drupal 7 Upgrade Should you upgrade to Drupal 7 ? Your website might be running on Drupal 6 currently. It does what you need, so why should you update it? In a nutshell, Drupal 8 stable version is about to launch, at which point Drupal 6 will become officially unsupported. This means that you will not continue to receive updates and those important security patches will cease, leaving your site potentially vulnerable to hackers. To avoid all these issues we would suggest you to upgrade your site to Drupal 7. When talking about upgrading it all comes down to money. Running and especially developing on an older version of Drupal becomes more and more expensive over time. a) Development Cost : Before a stable release of Drupal 7, development was very expensive because it needs to be updated with changes in Drupal core while developing a web site at the Ebizon Netinfo Pvt. Ltd Page 6
  7. 7. Drupal 6 to Drupal 7 Upgrade same time. When D7 comes out development still a bit more expensive than D6 because many modules have not been ported to it and naturally there is also some extra overhead when developers are learning to use new features and APIs. After D7 many contrib module developers add new functionality only to the latest version of their module and site development starts getting more expensive again. Over time many new features and modules are only published to the D7 and even bug fixes to D6 will get lower priority b) Maintenance Cost : Ebizon Netinfo Pvt. Ltd Page 7
  8. 8. Drupal 6 to Drupal 7 Upgrade What does your website have (Audit sheet) ? Perform the following tasks and Activities while Auditing Technical Audit : URL of Drupal 6 site: Who developed original site (in-house/external): Number of nodes: Number of users: Number of roles: Number of Views: Number of Content Types: Number of Contributed Modules: Number of vocabularies/terms: Number of nodes tagged with taxonomy terms: Custom Theme (yes/no): Number of custom theme templates (.tpl.php files): Custom modules (yes/no - number): Hacks (yes/no): Custom PHP (yes/no): Custom Blocks: JS Libraries: Feeds: Ebizon Netinfo Pvt. Ltd Page 8
  9. 9. Drupal 6 to Drupal 7 Upgrade Hosting environment (AFS, sites.stanford.edu, department server, external host): Number of vanity URLs / redirects: Performance modifications (Boost, Varnish, Pressflow, etc.): Search (Solr / Google, internal): Files on disk / DB: Functional Audit : Audit of existing content (using analytics, etc.) what is our critical content? Critical functionality (e.g., data integration, etc.): Content authoring experience (e.g., custom workflows, dashboards, etc.): User Experience (admin and end users): Use of taxonomy: Data integration (importing and/or exporting data [Feeds, Services, etc.]): Permissions matrix (permissions, access control, Views access): Rules and triggers: Hosting environment (resources committed): Layout Architecture (Panels, DS/Context, block.tpl.php, etc.): Navigation Architecture (Book, Taxonomy): Data components (fields, attachments, files, Ebizon Netinfo Pvt. Ltd Page 9
  10. 10. Drupal 6 to Drupal 7 Upgrade images, etc.): Media Files: D6 to D7 Upgrade Process The Drupal upgrade process allow to update website from Drupal 6 to Drupal 7 using a simple procedure. The upgrade process automatically corrects any functionality from Drupal 6 that was removed in Drupal 7 and updates content to use new features where possible. To demonstrate the upgrade process, a simple Drupal 6 site has been created and the Devel module (http://drupal.org/project/devel) has been used to populate the site with sample data. The site includes a blog, forums, a bunch of comments, and regular pages and stories. The home page looks like the following screenshot: Ebizon Netinfo Pvt. Ltd Page 10
  11. 11. Drupal 6 to Drupal 7 Upgrade These steps need to be done in one sitting so that your login information is not lost and the process is not interrupted: 1. First we convert all custom modules and custom theme to Drupal 7. 2. Backup of website's database. If MySQL is there at backend, We can use phpMyAdmin to export the database into a file. We can also use the Backup and Migrate module (http://drupal.org/project/backup_migrate) to make a backup of website database. The Backup and Migrate module has the added benefit of being smart enough to know which tables are not need to back up (for example, cache tables), and it can backup any data source. 3. Back up entire Drupal 6 installation. Pay careful attention to make sure that this site would have all the information in sites directory since this is where configuration files, contributed modules, custom code, and custom themes are stored. we can also take a backup of any files that may have been uploaded to the server as well as any other custom code that may have on the site. we can make two backups- one of the entire site, and one for just of sites directory, additional files, and other customized code. Log in to website as the first user. This user will be needed to run the upgrade process. 4. Set this website to be offline. This prevents users from accessing the system and interfering with the upgrade process or from seeing the site when it is not fully operational. To put this website into offline mode, we will refer maintenance Ebizon Netinfo Pvt. Ltd page of Drupal 6 site. This can be reached at Page 11
  12. 12. Drupal 6 to Drupal 7 Upgrade http://www.yoursite.com/admin/settings/site-maintenance or by clicking on Administer | Site configuration | Site maintenance from the menu: 5. After this site is in maintenance mode, we need to disable any custom modules and custom themes that are installed. This will ensure they do not interfere with the upgrade process. As part of this, we need to disable website themes and return to a core theme such as Garland or Bluemarine. If these themes are deactivated, It will need to reactivate one or the other. 6. Remove all of the old Drupal files from current site including any old Drupal 6 modules and themes. This will prevent the old files from conflicting with Drupal 7. Ebizon Netinfo Pvt. Ltd Page 12
  13. 13. Drupal 6 to Drupal 7 Upgrade 7. Download and unpack Drupal 7 if it is not been done already and copy it to the root directory for site. 8. Copy the information from old sites directory back to new site. Especially make sure to copy settings.php file as well as any files that were uploaded to the site. 9. If we customized core files such as .htaccess or robots.txt, we have to re-apply the changes rather than copying the files over. This will preserve changes made from Drupal 6 to Drupal 7. 10. Double check settings.php file to make sure that it has all of the correct information for new site. 11. Run update.php by visiting http://www.yoursite.com/update.php. This will start the upgrade process. 12. Drupal will first display a message describing the upgrade process and reminding us to backup old database and source code, as shown in the following screenshot: Ebizon Netinfo Pvt. Ltd Page 13
  14. 14. Drupal 6 to Drupal 7 Upgrade 13. After you click on the Continue button, Drupal will display a screen describing the updates that will be applied during the upgrade process. Ebizon Netinfo Pvt. Ltd Page 14
  15. 15. Drupal 6 to Drupal 7 Upgrade 14. Selecting the Apply pending updates button will begin the upgrade process. Please do not interrupt the installation process or refresh the page. The page will automatically update to show the progress of the upgrade as each update is applied. 15. When the upgrade is complete, Drupal will display a log describing the changes that were made as well as any errors that may have occurred. After it completes the upgrade, We can continue to either the front page of website or the administration section. Ebizon Netinfo Pvt. Ltd Page 15
  16. 16. Drupal 6 to Drupal 7 Upgrade Over to Customer….But Hang On..DID YOU TEST?? HAHA! HE MISSED ME Ready for HANDOVER RESULT What have you done to my site? AHHHH!! LET ME CHECK!! Now, that you have a complete working site, but are you sure that its working right? Check content types, links, fields, files? Any errors? There can be couple of issues that may have missed your attention and your client may discover in use. So let’s discover these before they cause noticeable losses in terms of clients, money and time. Ebizon Netinfo Pvt. Ltd Page 16
  17. 17. Drupal 6 to Drupal 7 Upgrade Create a test plan to validate that the migration is working as expected and that all the content has been migrated correctly. Ensure to perform following type of tests: Data Migration testing Ensuring data migration during upgrade is a major challenge. Follow these parameters checklists to ensure that all types of content is included in the test data Check the entire content already supported by Drupal 6 to ensure that data integrity of the website Ebizon Netinfo Pvt. Ltd Page 17
  18. 18. Drupal 6 to Drupal 7 Upgrade Migration Validation and Verification You must perform these two sets of validation under this testing phase:  Verify that the content has been migrated to appropriate location in which we check content issues, mapping specifications, script failures and configuration  Verify that both migrated content and manually entered content work together to render pages correctly on the website Smoke Testing After repeated verification and validation, this test is performed to check if all the critical functionalities of your website is working fine Congratulations! You have completed your upgrade process. I hope you are much more comfortable with Drupal migration now. There are few difficulties that may come in understanding functionalities, so I have prepared a list of FAQ’s to get you familiar with it. Ebizon Netinfo Pvt. Ltd Page 18
  19. 19. Drupal 6 to Drupal 7 Upgrade FAQ’s 1. In Drupal 6, there is only one hook (hook_nodeapi) to handle node, comment, user operations (view, insert etc). How to handle this in Drupal 7? Do we need to call any extra module? Solution: Drupal 7 is split into multiple hooks which eliminates the need to call extra module. You can use different hook for different tasks as follows: “hook_node_insert” for inserting node “hook_comment_insert” for inserting comments “hook_user_insert” for inserting user We used “drupal_mail_send” function in Drupal 6 but I cannot found any formatted e-mail headers, footers etc in Drupal 7. What is the solution? Solution: Use “drupal_mail” with “hook_mail_alter” in Drupal 7 In Drupal 6, we used “Content profile” for extra fields in user profile which was content type and used single tab to store all fields. But, in Drupal 7, content profile is only node based and not entity bases. What is the solution? Solution: Use “Profile2” module for creating extra fields Ebizon Netinfo Pvt. Ltd Page 19
  20. 20. Drupal 6 to Drupal 7 Upgrade In Drupal 6, taxonomy is easily associated with content type but in Drupal 7, taxonomy works like an entity and there is a separate field to attach taxonomy with content type. Solution: In Drupal 7, we can create separate field for referencing taxonomy with content type In Drupal 6, we have a single hook (hook_block for building blocks but Drupal 7 leads with sepearte hooks for information, view etc. How to use them? Solution: In Drupal 7, we use “hook_block_info” for creating information of block and “hook_block_view” for viewing information In Drupal 6, “Fivestar” module gives the functionality to connect directly to content type. How does this module work in Drupal 7? Solution: In Drupal 7, we need to create separate field for using fivestar module in content type In Drupal 6, a single hook (hook_taxonomy) is used to handle operations (insert, delete the term). So even for single operation I need to use the whole hook. Is there any solution for it in Drupal 7? Solution: In Drupal 7, we can use different hooks for different operations as follows: Ebizon Netinfo Pvt. Ltd Page 20
  21. 21. Drupal 6 to Drupal 7 Upgrade Use “hook_taxonomy_vocabulary_insert” to insert vocabulary Use “hook_taxonomy_term_insert” to insert term In Drupal 6, there are no separate permissions for OG (organic group) but in Drupal 7, OG has different roles and permissions. So problem arise to handle OG level permissions & global level permissions in groups.delete the term). Solution: Use “Strict node access permissions” checkbox from where you can control permissions at group level. In Drupal 6, OG works on node base but in Drupal 7, it works as an entity due to which it gets attached with any entity such as node, taxonomy, user etc. How to cater to this problem? Solution: Use separate field for referencing, setting permissions and privacy. How is database query of Drupal 7 different from Drupal 6? Solution: In Drupal 7 , we have well formatted query to get users with Status 1 from “users” table. Query in Drupal 7 is as follows: $query =db_select(‘users’,’u’); - >fields(‘u’) -> condition(‘u.status’,1) ->execute()->fetchAll(); Ebizon Netinfo Pvt. Ltd Page 21
  22. 22. Drupal 6 to Drupal 7 Upgrade Contact Priyanka Jhamnani Drupal Development Manager Email: priyanka@ebizontek.com Ebizon Netinfo Pvt. Ltd Page 22

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