DRUPAL SITE BUILDING    CHECKLIST
Drupal Consulting, Development, and Training              evolvingweb.ca                Suzanne Kennedy, Co-founder       ...
WHY HAVE A CHECKLIST?•   Plans change between design & launch•   Site building is an iterative process, so things    chang...
WHAT’S ON THE CHECKLIST?  •   Content Types & Views  •   SEO  •   Admin Tools  •   User Accounts  •   Content  •   Pre-Lau...
CONTENT TYPES
Remove Un-used Content Types
Manage Display: Is everything is the correct order?
Manage Fields: Is everything is the correct order?
Content Type Settings
VIEWS
Delete any Views or Views displays that you’re not using.
Document your Views!
Make sure that Views options are consistent
Check permissions for Views
SEO TOOLS
Add Google Analyticsdrupal.org/project/google_analytics
Configure URL Aliases  drupal.org/project/pathauto
Update Aliases
Update Action for URL AliasesConfiguration > Search and metadata > URL Aliases > Settings
Fix missing navigation on 404 Pages        drupal.org/project/404navigation
Custom error pages
Page Titledrupal.org/project/page_title
Mollomdrupal.org/project/mollom
FOR THE ADMIN
Administrative Viewsdrupal.org/project/administrative_views
Draggable Viewsdrupal.org/project/draggable_views
Administrative Menus drupal.org/project/admin_menu
WYSIWYG APIdrupal.org/project/wysiwyg
BUEditordrupal.org/project/bueditor
Configure Text Format DefaultConfiguration > Content authoring > Text formats
Configure Text Format DefaultConfiguration > Content authoring > Text formats
Embedded Imagesdrupal.org/project/insert   drupal.org/project/image_resize_filter
Webforms
USER ACCOUNTS
Set up correct user roles
Test the permissions for each role        drupal.org/project/masquerade
Limit registration
Anonymous User Permissions
CONTENT
Remove all the test content & users from the site
Remove all the test content & users from the site
No required fields missing from ‘legacy’ content
Test Your Image Styles
PRE-LAUNCH CHECKLIST
Disable Modules You Don’t Need
Turn on Caching & Aggregation  Configuration > Development > Performance
Modules up-to-dateConfiguration > Modules > Update
Change the Super Admin User Password
Disable Error LoggingConfiguration > Development > Logging and errors
Security Reviewdrupal.org/project/security_review
CONTRIB MODULES•   Views Bulk Operations   •   WYSIWYG API•   Google Analytics        •   BUEditor•   Pathauto            ...
TRAINING PROGRAMWe offer public and private Drupal training sessions.              evolvingweb.ca/training
THANK YOU!
Drupal Consulting, Development, and Training              evolvingweb.ca                Suzanne Kennedy, Co-founder       ...
Drupal Site Building Checklist from DrupalCamp New Jersey
Drupal Site Building Checklist from DrupalCamp New Jersey
Drupal Site Building Checklist from DrupalCamp New Jersey
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Drupal Site Building Checklist from DrupalCamp New Jersey

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So you want to build a simple Drupal website? Maybe it's a corporate website for a small organization or a small university department. Once you get started, you might realize that your website is not so simple after all.

While Drupal provides lots of functionality out-of-the box, even the simplest website requires a lot of configuration, installing common contributed modules, and checking of checkboxes. How do you make sure that you haven't missed anything?

In this presentation, I'll walk you through my checklist of essential core configuration and contributed modules that pretty much every Drupal website will need. I'll use a McGill University research group website as an example.

Whether you're a project manager, site builder or administrator, this presentation should give you food for thought and help you build your own checklist for your next Drupal project.

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Transcript of "Drupal Site Building Checklist from DrupalCamp New Jersey"

  1. 1. DRUPAL SITE BUILDING CHECKLIST
  2. 2. Drupal Consulting, Development, and Training evolvingweb.ca Suzanne Kennedy, Co-founder @suzanne_kennedy
  3. 3. WHY HAVE A CHECKLIST?• Plans change between design & launch• Site building is an iterative process, so things change and get inconsistent• Avoid last minute fixes the week after launch, or when the site admin starts adding content• Your checklist can serve as documentation
  4. 4. WHAT’S ON THE CHECKLIST? • Content Types & Views • SEO • Admin Tools • User Accounts • Content • Pre-Launch Checklist
  5. 5. CONTENT TYPES
  6. 6. Remove Un-used Content Types
  7. 7. Manage Display: Is everything is the correct order?
  8. 8. Manage Fields: Is everything is the correct order?
  9. 9. Content Type Settings
  10. 10. VIEWS
  11. 11. Delete any Views or Views displays that you’re not using.
  12. 12. Document your Views!
  13. 13. Make sure that Views options are consistent
  14. 14. Check permissions for Views
  15. 15. SEO TOOLS
  16. 16. Add Google Analyticsdrupal.org/project/google_analytics
  17. 17. Configure URL Aliases drupal.org/project/pathauto
  18. 18. Update Aliases
  19. 19. Update Action for URL AliasesConfiguration > Search and metadata > URL Aliases > Settings
  20. 20. Fix missing navigation on 404 Pages drupal.org/project/404navigation
  21. 21. Custom error pages
  22. 22. Page Titledrupal.org/project/page_title
  23. 23. Mollomdrupal.org/project/mollom
  24. 24. FOR THE ADMIN
  25. 25. Administrative Viewsdrupal.org/project/administrative_views
  26. 26. Draggable Viewsdrupal.org/project/draggable_views
  27. 27. Administrative Menus drupal.org/project/admin_menu
  28. 28. WYSIWYG APIdrupal.org/project/wysiwyg
  29. 29. BUEditordrupal.org/project/bueditor
  30. 30. Configure Text Format DefaultConfiguration > Content authoring > Text formats
  31. 31. Configure Text Format DefaultConfiguration > Content authoring > Text formats
  32. 32. Embedded Imagesdrupal.org/project/insert drupal.org/project/image_resize_filter
  33. 33. Webforms
  34. 34. USER ACCOUNTS
  35. 35. Set up correct user roles
  36. 36. Test the permissions for each role drupal.org/project/masquerade
  37. 37. Limit registration
  38. 38. Anonymous User Permissions
  39. 39. CONTENT
  40. 40. Remove all the test content & users from the site
  41. 41. Remove all the test content & users from the site
  42. 42. No required fields missing from ‘legacy’ content
  43. 43. Test Your Image Styles
  44. 44. PRE-LAUNCH CHECKLIST
  45. 45. Disable Modules You Don’t Need
  46. 46. Turn on Caching & Aggregation Configuration > Development > Performance
  47. 47. Modules up-to-dateConfiguration > Modules > Update
  48. 48. Change the Super Admin User Password
  49. 49. Disable Error LoggingConfiguration > Development > Logging and errors
  50. 50. Security Reviewdrupal.org/project/security_review
  51. 51. CONTRIB MODULES• Views Bulk Operations • WYSIWYG API• Google Analytics • BUEditor• Pathauto • Insert• Page Title • Image Resize Filter• Mollom • Security Review• Administrative Views • 404 Navigation• Draggable Views • Masquerade• Administrative Views
  52. 52. TRAINING PROGRAMWe offer public and private Drupal training sessions. evolvingweb.ca/training
  53. 53. THANK YOU!
  54. 54. Drupal Consulting, Development, and Training evolvingweb.ca Suzanne Kennedy, Co-founder @suzanne_kennedy

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