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Best Practice Checklist for Building a Drupal Website

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Best Practice Checklist for Building a Drupal Website

  1. 1. DRUPAL SITE BUILDINGCHECKLIST
  2. 2. Drupal Consulting, Development, andTrainingevolvingweb.caSuzanne Kennedy, Co-founder@suzanne_kennedy
  3. 3. SITE BUILDING PROCESS
  4. 4. SITE BUILDING PLANNING• Planning content types and fields• Creating sample content• Information architecture: menus and layouts• Layout strategy: Panels, Context, Display Suite,Views• Planning out Features
  5. 5. SITE BUILDING:IMPLEMENTATION• Building out ContentTypes,Views, and Panels• Configuring Module• Theming• Exporting Configuration to Features
  6. 6. SITE BUILDING: CLEAN-UP• Testing• Improving the admin UI• Testing with Sample Content• Documentation
  7. 7. SITE BUILDING: DEPLOYMENT• Switching over to Production Settings• Caching & aggregation• Security
  8. 8. SITE BUILDING CHECKLIST
  9. 9. WHY HAVE A CHECKLIST?• Cleaner configuration, less cruft• Smoother launch• Consistency
  10. 10. WHAT’S ONTHE LIST?• Content Strategy• ContentTypes &Views• Search Engine Optimization• Accessibility• Admin Features• User Accounts• Content Cleanup• Responsive-ness• Pre-launch items
  11. 11. bit.ly/drupal-checklist
  12. 12. CONTENT STRATEGY
  13. 13. REQUIRED FIELDS
  14. 14. DEFAULTVALUES
  15. 15. HTMLVS. FIELDS
  16. 16. MANYVS. FEW CONTENTTYPES• Limit the number of content types• Limit the number of non-required fields
  17. 17. TAXONOMYVS. LIST FIELDhttp://www.juliakm.com/how-decide-between-using-taxonomy-terms-and-cck-field-classify-content-drupal-site
  18. 18. CONTENT STRATEGYCHECKLISTMake fields requiredSet a default on fieldsChoose free HTML vs. individual fieldsChoose the number of content typesDecide on taxonomy vs. list fields
  19. 19. SEOTOOLS
  20. 20. Add Google Analyticsdrupal.org/project/google_analytics
  21. 21. Configure URL Aliasesdrupal.org/project/pathauto
  22. 22. Update Aliases
  23. 23. Update Action for URL AliasesConfiguration > Search and metadata > URL Aliases > Settings
  24. 24. Fix missing navigation on 404 Pagesdrupal.org/project/404navigation
  25. 25. Custom error pages
  26. 26. PageTitledrupal.org/project/page_title
  27. 27. Mollomdrupal.org/project/mollom
  28. 28. SEO CHECKLISTSEO Checklist moduleGoogle AnalyticsPath alias settings, global redirects, pathologicCustom error pagesPage titlesUse Mollom
  29. 29. FORTHE ADMIN
  30. 30. Administrative Menusdrupal.org/project/admin_menu
  31. 31. WYSIWYG APIdrupal.org/project/wysiwyg
  32. 32. Embedded Imagesdrupal.org/project/insert drupal.org/project/image_resize_filter
  33. 33. BUEditordrupal.org/project/bueditor
  34. 34. ConfigureText Format DefaultConfiguration > Content authoring >Text formats
  35. 35. ConfigureText Format DefaultConfiguration > Content authoring >Text formats
  36. 36. REVISIONS & DIFFS
  37. 37. USETHE DIFF MODULEhttps://drupal.org/project/diff
  38. 38. WORKBENCHhttps://drupal.org/project/workbench_moderation
  39. 39. AdministrativeViewsdrupal.org/project/administrative_views
  40. 40. DraggableViewsdrupal.org/project/draggable_views
  41. 41. ADMIN UI CHECKLISTUse administrativeViewsBuild custom adminViewsUse DraggableViewsConfigure your WYSIWYG editor or use BUEditorConfigure text formats, consider using Better FormatsEmbedding images
  42. 42. ACCESSIBILITY
  43. 43. CONTEXTUAL LINKS
  44. 44. ALTTEXT ON IMAGES
  45. 45. COLOUR CONTRASThttp://snook.ca/technical/colour_contrast/colour.html
  46. 46. ACCESSIBLETABLES
  47. 47. USE WAVETOOLBAR
  48. 48. CHECKLIST MODULEhttps://drupal.org/project/a11y_checklist
  49. 49. ACCESSIBILITY CHECKLISTMake link text contextualAdd an alt text on imagesCheck for colour contrastTest your tablesTest using the Wave toolbarUse the Drupal Accessibility Checklist
  50. 50. RESPONSIVE DESIGN
  51. 51. IMAGE SIZEShttps://drupal.org/project/adaptive_image
  52. 52. VIEWPORT METATAG<?php$meta_viewport = array(#type => html_tag,#tag => meta,#attributes => array(name => viewport,content => width=device-width));drupal_add_html_head($meta_viewport, viewport);?>https://drupal.org/project/Viewport
  53. 53. IE WORK-AROUNDVersions 6-8 don’t support media queriesIn your .info file:stylesheets-conditional[lt IE 9][all][] = ie-960.css
  54. 54. TEST!• mattkersley.com/responsive/• screensiz.es• browserstack.com
  55. 55. RESPONSIVE CHECKLISTUse adaptive image for image re-sizingViewport meta tagInternet Explorer work-aroundTesting on different screen sizes
  56. 56. USER ACCOUNTS
  57. 57. Set up correct user roles
  58. 58. Anonymous User Permissions
  59. 59. Test the permissions for each roledrupal.org/project/masquerade
  60. 60. USE LOGIN REDIRECThttps://drupal.org/project/login_redirect
  61. 61. USERS CHECKLISTConfigure permissions & test with MasqueradeCheck setting for creating user accountsConfigure User EmailsLogin redirect
  62. 62. CONTENTTYPES
  63. 63. Remove Un-used ContentTypes
  64. 64. Manage Display: Is everything is the correct order?
  65. 65. Manage Fields: Is everything is the correct order?
  66. 66. ContentType Settings
  67. 67. CONTENTTYPES CHECKLISTRemove any extra content typesCheck the order of fieldsCheck the display order of fieldsConsistent content type settings
  68. 68. VIEWS
  69. 69. Delete anyViews orViews displays that you’re not using.
  70. 70. Document yourViews!
  71. 71. Make sure thatViews settings are consistent
  72. 72. Check permissions for Views
  73. 73. VIEWS CHECKLISTRemove extraViews andViews displaysDocument yourViews thoroughlyConsistentView modes or field settings inViewsReviewViews permissions
  74. 74. CONTENT CLEANUP
  75. 75. Remove all the test content & users from the site
  76. 76. Remove all the test content & users from the site
  77. 77. No required fields missing from ‘legacy’ content
  78. 78. TestYour Image Styles
  79. 79. CONTENT CHECKLISTRemove sample contentCheck that legacy content has required fieldsTest your image styles with many kinds of imageTest your content with lots of HTML
  80. 80. PRE-LAUNCH CHECKLIST
  81. 81. Disable ModulesYou Don’t Need
  82. 82. Turn on Caching & AggregationConfiguration > Development > Performance
  83. 83. Modules up-to-dateConfiguration > Modules > Update
  84. 84. Change the Super Admin User Password
  85. 85. Disable Error LoggingConfiguration > Development > Logging and errors
  86. 86. Security Reviewdrupal.org/project/security_review
  87. 87. PRE-LAUNCH CHECKLISTDisable modulesTurn on caching and aggregationUpdate modulesChange passwordsDisable error loggingSecurity review
  88. 88. CONTRIB MODULES• Views Bulk Operations• Google Analytics• Pathauto• PageTitle• Mollom• AdministrativeViews• DraggableViews• AdministrativeViews• WYSIWYG API• BUEditor• Insert• Image Resize Filter• Security Review• 404 Navigation• Masquerade
  89. 89. TRAINING PROGRAMWe offer public and private Drupal training sessions.evolvingweb.ca/training
  90. 90. THANKYOU!
  91. 91. Drupal Consulting, Development, andTrainingevolvingweb.caSuzanne Kennedy, Co-founder@suzanne_kennedy

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