Content Migration: Quantum Leap

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Plone employs in-place migration of Content and Site Structures. To migrate a website from Plone 2.1.2 to Plone 3.1.2 it would be necessary to run many steps that are not always possible.
Proposed technique does migration without intermediate (version by version) steps.

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  • Good day!   Now I'm going to present our approach to migration in Plone. But before that, I'd like to introduce myself.
  • Content Migration: Quantum Leap

    1. 1. <ul><li>Content Migration: </li></ul><ul><li>Quantum Leap </li></ul><ul><ul><li>Plone Conference 2008 </li></ul></ul><ul><ul><li>Washington, DC </li></ul></ul><ul><ul><li>October 10, 2008 </li></ul></ul><ul><ul><li>  </li></ul></ul><ul><ul><li>  </li></ul></ul><ul><ul><li>Vitaliy Podoba </li></ul></ul><ul><ul><li>http://quintagroup.com </li></ul></ul>
    2. 2. <ul><ul><li>Vitaliy Podoba </li></ul></ul><ul><ul><li>Plone Developer at Quintagroup.com </li></ul></ul><ul><ul><li>piv (plone.org)‏ </li></ul></ul><ul><ul><li>vipod (#plone irc channel)‏ </li></ul></ul>Who am I?
    3. 4. Plone Evolution
    4. 5. Plone Portal Migration http://plone.org/documentation/manual/upgrade-guide
    5. 6. Plone Portal Migration <ul><ul><li>can fail </li></ul></ul><ul><ul><li>loose control </li></ul></ul><ul><ul><li>iterative (step-by-step) process </li></ul></ul><ul><ul><li>no way back </li></ul></ul>
    6. 7. Use Case: CMS.Info   http://www.contentmanagementsoftware.info
    7. 8. Quantum Leap
    8. 9. GenericSetup Tres Seaver
    9. 10. Content Migration <ul><ul><li>migrate only content </li></ul></ul><ul><ul><li>clean database </li></ul></ul><ul><ul><li>transform portal type on-the-fly </li></ul></ul><ul><ul><li>manipulate/transform an exported XML </li></ul></ul><ul><ul><li>transfer content back and forward </li></ul></ul><ul><ul><li>and between different Plone versions </li></ul></ul>
    10. 11. Nothing is perfect PSPS 7826 : content import/export http://thread.gmane.org/ gmane.comp.web.zope.plone.devel/ 18968
    11. 12. <ul><ul><li>CMFPlone </li></ul></ul><ul><ul><li>GenericSetup </li></ul></ul><ul><ul><li>CMFCore </li></ul></ul><ul><ul><li>CMFTopic </li></ul></ul><ul><ul><li>Archetypes & ATContentTypes </li></ul></ul><ul><ul><li>Marshall </li></ul></ul>What do we have?
    12. 13. <ul><ul><li>AT content types: </li></ul></ul><ul><ul><ul><li>Folder </li></ul></ul></ul><ul><ul><ul><li>ATDocument </li></ul></ul></ul><ul><ul><ul><li>ATNewsItem </li></ul></ul></ul><ul><ul><li>AT schema fields: </li></ul></ul><ul><ul><ul><li>+ UID </li></ul></ul></ul><ul><ul><ul><li>+ schema fields </li></ul></ul></ul><ul><ul><ul><li>-- reference fields </li></ul></ul></ul><ul><ul><ul><li>-- image/file fields </li></ul></ul></ul><ul><ul><li>CMF: </li></ul></ul><ul><ul><ul><li>type </li></ul></ul></ul><ul><ul><ul><li>workflow history </li></ul></ul></ul><ul><ul><ul><li>local roles </li></ul></ul></ul>
    13. 14. The main task or what is missing <ul><ul><li>transfer all standard types including topics with criteria </li></ul></ul><ul><ul><li>transfer AT References </li></ul></ul><ul><ul><li>transfer AT File fields </li></ul></ul><ul><ul><li>transfer Properties (PropertyManager)‏ </li></ul></ul><ul><ul><li>transfer Comments (Disscussion items) </li></ul></ul>
    14. 15. Possible Solutions <ul><ul><li>collective.plone.gsxml </li></ul></ul><ul><ul><ul><li>Ramon Bartl </li></ul></ul></ul><ul><ul><ul><li>Stefan Eletzhofer </li></ul></ul></ul><ul><ul><li>collective.transmogrifier plone.app.transmogrifier </li></ul></ul><ul><ul><ul><li>Martijn Pieters </li></ul></ul></ul>
    15. 16. The Solution <ul><ul><li>quintagroup.transmogrifier </li></ul></ul><ul><ul><li>http://svn.quintagroup.com/products </li></ul></ul>
    16. 17. Some extra tasks <ul><ul><li>SimpleBlog to Quills </li></ul></ul><ul><ul><li>PloneFormMailer to PloneFormGen </li></ul></ul><ul><ul><li>migrate Users and Members </li></ul></ul><ul><ul><li>migrate portlets </li></ul></ul><ul><ul><li>transfer RedirectionTool settings </li></ul></ul>
    17. 18. Extra Solutions <ul><ul><li>quintagroup.transmogrifier.simpleblog2quills </li></ul></ul><ul><ul><li>quintagroup.transmogrifier.pfm2pfg </li></ul></ul><ul><ul><li>other.packages.follow </li></ul></ul><ul><li>  </li></ul>
    18. 19. Roadmap <ul><ul><li>content versions </li></ul></ul><ul><ul><li>local permission settings </li></ul></ul><ul><ul><li>blobs </li></ul></ul><ul><ul><li>something else? </li></ul></ul>
    19. 20. Links <ul><ul><li>Plone Mailing List http://thread.gmane.org/gmane.comp.web.zope.plone.devel/18968 </li></ul></ul><ul><ul><li>Plone Feature Request http://dev.plone.org/plone/ticket/7826 </li></ul></ul><ul><ul><li>CMS.Info http://www.contentmanagementsoftware.info </li></ul></ul><ul><ul><li>collective.transmogrifier http://svn.plone.org/svn/collective/collective.transmogrifier </li></ul></ul><ul><ul><li>collective.plone.gsxml http://pypi.python.org/pypi/collective.plone.gsxml/0.4.5 </li></ul></ul><ul><ul><li>Quintagroup Repository http://svn.quintagroup.com/products </li></ul></ul>
    20. 21. Questions

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