Webinar : Simplified and Cost-Effective Drupal 9 Migration

© 2021 Ameex Technologies | www.AmeexUSA.com | Confidential
AGENDA
1
Simplified and Cost-Effective
Drupal 9 Migration
Sep 15, 2021

Webinar House Keeping Instructions
2
 All phones are set to mute, if you have questions, please type them in the chat window located
beside the presentation panel.
 Questions will be answered at the end of session on the order in which they are received.
 We will continue to collect more questions during the session as we receive and will try to answer
them during Q&A session.
 In case if you do not receive answers to your questions today, you will certainly receive answers via
email shortly

Speaker For the Day
3
Dinesh Jeyaraj
Account Manager at Ameex Technologies
Azharuddin Shahabudeen
Project Manager at Ameex Technologies

Ameex is a Trusted Digital Solutions Partner
4
“Ameex helps Tech
managers leverage
AI as a strategic
advantage”
An 8 times
consecutive INC
5000 company
(2014-2020)
Awarded "Best
Personalization
Practice in Action"
by Acquia
ISO/IEC 27001:2013
CERTIFIED
SINCE
2007
HQ
Schaumburg, IL
USA
600+
Strong Global
Team
15+
Global 500
Brands
150+
Support
Clients

Our Journey
5
Founded
2007
DXP & UX
2012
Web Dev &
Implementation
Leveraged Mobile,
Data Science,
Digital Solutioning
Solutioning
2015
Scale
2017
Enterprise Grade
Solutions; End to
End Digital
Experiences
Versatility/Diversity
in Team & Skillset;
Tackle more diverse
client challenges
Value
2020+
Outcome-Driven
Digital Solutions;
Connected Digital
Experiences;
Value Driven
Engagements

Our Approach: 2020 & Beyond
6
Innovative
Digital
Solutions
Digital
Technology
User
Experience
Digital
Analytics
Digital
Marketing

AGENDA
7
• Upgrade Overview
• Why Upgrade
• Drupal 9 Features
• Migration Comparison D7 vs D8
• Migration Plan D7 &D8

8
Drupal 9 Station
Drupal 8
Low to mid-level migration effort - Drupal 8
High Migration effort – Drupal 7
Drupal 7
Drupal 6
Cleaner, Streamlined,
backward compatible
Upgrade Overview

Why Upgrade
Drupal 10
• Launch June 2022
Current version 9.2.x
Drupal 9
• Launched June 2020
• EOL Nov 2023
Drupal 8
• EOL Nov 2021
Drupal 7
• EOL Nov 2022
EOL Implications
• Lack of Community Support
• Features
• Security
• Patch/Bug Fixes
• Redundant work (Upgrade Later,
Build Now)
• Marked as insecure in 3rd party
scans making the integration with other
third-party tools and systems difficult.
• Leading hosting services providers
like Acquia and Pantheon may
withdraw support

Drupal 9 Features
Backward Compatible
Performance
Content Workflow
Multilingual capabilities
New Field additions for better data collection
Refined Version of Drupal 7/8
Latest version Symphony(4.4) and Twig (2.0)
Headless CMS

Backward Compatible
Built from Drupal 8 git branch
First installed in Drupal 8 Sites and fixed issues
Avoided major architecture change
Most of Drupal 8 Modules are supported by 9

Performance
•Faster with zero configurations
Dynamic parts are loaded as place holders
First static contents are flushed out and then stream for placeholders

Content Workflow
Enable Content
Moderation module
Define the States of
Workflow
Draft, Review, Pre-
Release, Publish (Define
own state)
Define Transitions
what to do after a change
of state
Define to move from
Draft -> Review
Workflow Tagged to
Components
Article Content Type
Banner Content Type
Content Revision
Track who made changes
and when

Refined Version of Drupal 7/8
Cleaner Code Base
Removal of deprecated code support
Drupal 7/8 modules need to remove deprecation before upgrading to Drupal 9
Improves performance

Headless CMS
• Interaction between Web Service and other application
• Mobile APP. IOT, Wearables
• Decoupling Front End and Back end
• Out-of-the-box REST API that allows operators to interact with content entities
like taxonomy terms, nodes, users, and comments
• JSON, GraphQL, OAuth(Custom Development)
• Content CMS,Reservoir (Drupal supported Module)

Drupal 7 vs Drupal 8 Migration Effort
Drupal 77 Drupal 8
Major
Architecture
Change with
redeveloping
effort
No Architectural
change only
compatibility
check and
upgrade

Planning Drupal 7/8 to 9 Upgrade
Plan a window for release
1
Check Prerequisites – Platform Requirements
2
Audit Dependencies
3
Check Deprecated Code
4
Refactor/update/remove the code
5
Check Module compatibility with Drupal 9
6
Upgrade
7
Given Drupal 8 EOL, directly
upgrade to Drupal 9 as it can
reduce the cost/effort of
planning ,development, testing,
and Deployment

Pre-Requisites
• Website Compatibility
Audit Current site(7/8) for compatibility with
Drupal supported Modules
• Upgrade Status Module (Checks
Contributed Module upgrade status)
• Core Migrate module suite for
Migration and removing deprecated Code
• Custom Migration based on
Architecture
Microsoft Excel
Worksheet

Pre-Requisites
• Environment requirements:
• PHP 7.3 for enhanced security and stability.
• Apache, it will require at least version 2.4.7.
• MySQL or Percona, version 5.7.8+ is required
• Nginx, at least version 0.7.x
• Symfony:
• Uses Symfony 4.4. But, Drupal 8 uses Symfony 3
• Twig:
• Drupal 9 will also move from Twig 1 to Twig 2

Upgrade Steps D7 to D9
Update to the current site to latest version 7.9.x
Create a new Drupal 9 instance with Latest Core and required contributed modules.
Install the migrate modules ie Migrate Drupal UI
Define Source Site for DB, File directory
Review/Preview the Upgrade, Install the alternate modules or manually create them
in the instance and retry the upgrade
Perform the upgrade
Review Migration Logs
Do a round of Site wide Testing

Defining the Source Site
22
D7 Site D9 Site
Migrating Configurations
Content Types, Fields, User Roles etc
Migrating Content
Nodes, users, taxonomy
Source Destination

Upgrade Preview
23
 Not all contributed modules have automatic
upgrade paths. This may require a manual or
custom migration.
 Drupal 8/9 changed how themes are structured.
These changes can't be migrated must be rebuilt to
work in Drupal 8/9
 If a less complex site then the contents can be
recreated in D8/9 rather than customizing the
migration as effort is higher

Performing Upgrade
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Once we click on perform update this screen will load with all the files that are updated
Could take hours, based on site complexity
Shows status of upgrade

Migration Logs Check
25
Review and Debug migration issues
Module/file specific issues
Fix and rerun the upgrades

Upgrade Steps Drupal 8 to 9 Upgrade
Given Drupal 8 EOL on Nov 21,
we would recommend to start
the planning as soon as feasible
Ensure the platform requirements are in place
1
Update to Drupal 8.9.x, if not done already
2
Run a Compatibility checker with Upgrade status module
3
Refactor/update/remove the code for custom and contributed
modules based on findings
4
Update the Core to Drupal 9.2.x
5
Run update.php
6
Do a site wide testing
7

Thank You
https://www.AmeexUSA.com

Why upgrade from Drupal 7 to Drupal 9
29
• Smooth Editorial Experiences
• Thanks to the Media Library, CKEditor for post creation, configurable toolbar, the quick edit feature, Layout Builder, content
moderation options, modern Claro admin theme, and much more.
• Multilingual
• Mobile-first
• Easy upgrades ever after

Webinar : Simplified and Cost-Effective Drupal 9 Migration

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