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CONTENT MIGRATION INTO
DRUPAL8
WITH ONE CLICK EASE
FOR SITE BUILDERS
Case study :: Work in progress
Irina Zaks izaks@stanford.edu
http://fibonacciwebstudio.com/
In this presentation
We will talk about
Content Migration Tools We will not present today
 Standard Upgrade via
web interface
 Using drush to setup
migration
 Customizing migration
paths
 Using Features or Drupal
Console or Configuration
Split
 Views upgrades
 Theme upgrades
 Functionality upgrades
 Composer
 All great new things in
Drupal 8
 World Peace
 .... and many more
WARNING!
 This demo uses
dev tools
 Things might and
will break
 Interface and
features can
change without
notification
STAY CALM and
DRUPAL ON
Website is supporting mission
and operation of your
organization
 Websites are living creatures
 As organization changes, so should
the website
 Websites change, grow, shrink as do
organizations that these sites support
 Website average lifetime is 4-5 years
Why do you want to migrate
1. Our organization has changed and
website needs to reflect it
2. We want new fresh feel and look
3. Our site needs to be mobile friendly
4. Our site is very difficult to manage
5. Everyone is on Drupal 8 now
6. Drupal 7 will not have security
updates
WE GOT BUDGET – LET’s BEGIN!
What do you want to migrate
 Information architecture
◦ Data models
◦ Relationships
 Content – pages, images, documents
 Designs
◦ Index pages
◦ Pages layout
 Editor’s UX and UI
 Functionality and workflows
 What do you want to keep
 What do you want to delete
 What do you want to change
 What do you want to add
READY
FOR
MOVING
Using KIPAC website
migration
 Research Center
Website
 Well defined
content types and
relationships
 Good content,
images, video
 Integrated with
mailing lists, etc.
 Non-responsive
theme
 Poor experience
for content
managers
Brief history of Drupal migrations
 Upgrades between major
versions of Drupal was a major
undertaking before Drupal 8
 My Drupal migration journey
started with moving 4.7 to D6
 Upgrade in D8 was one of the
most pleasant surprises
4.7 to 5 to 6 - Always an
adventure
Early Migrate module, SQL
scripts
6 to 7 - Routine exercise
Migrate / Feeds Modules
6 to 7 - Routine exercise
 Set up new Drupal 7 site
 Create content types in D7
 Set data export in D6
 Set data import in D7
 Feeds or Migrate
 Unlimited import
 Rollback / Reimport
6/7 to 8
Pleasant walk in the park
Two ways to upgrade in Drupal 8
“One-click “ upgrade
via web interface
Configuration >
Development->
/upgrade
Set up migrations via
drush and manage in
Migrations tab
Structure->
Migrations
/admin/structure/migr
ate
D8 upgrade
 Set up new Drupal 8 site
 Create content types
 Set data export
 Set data import
 Click Upgrade or run Migrate
DEMO
Source - D7 site
 Person content
type with various
fields
◦ Text
◦ Date
◦ Entity reference
◦ Image, etc.
 Menu links
 Views
Destination - New site D8
 Setup new blank Drupal 8 site
http://dev-siepr-8.pantheonsite.io/
 Lots of modules are now in core (views,
path, etc.)
 Add basic set of modules
1. Admin Toolbar (replaces Admin Menu)
2. Pathauto (requires token and ctools)
3. Devel
4. Ctools
5. Token
6. Diff
DevOps
Thanks to Pantheon for providing all
tools
 Dev / test / multidev instances
 Backups
 Db / files export/import
 Drush
UPGRADE VIA WEB
INTERFACE
http://dev-drupal-8-content-
migration.pantheonsite.io/upgrade
Enable Migration modules
 Core
◦ Migrate
◦ Migrate Drupal
◦ Migrate Drupal UI
◦ Admin menu for convenience of all
operations
◦ Pathauto to ensure migration of aliases if
needed
Connect to Source site db
 Db
 User
 Password
 port
 File path
List of default migration paths
 ## available upgrade paths
◦ core modules
 ## missing upgrade paths
◦ contrib modules
◦ custom modules
◦ other features
 Continue
Demo – Recent Log messages
admin/reports/dblog?page=1
Standard upgrade – what
works
 Creates content types / fields even if
there are no nodes of this content type
 Menu items – set in menus, not views
 Moves content – nid’s are preserved
 Url aliases but not pathauto patterns
 Moves users / roles
 Reports every step of upgrade in a log
 Not found or access denied links go to
front page by default
Standard upgrade – what does
not work
 One time migration
 Migration rollbacks
◦ Pantheon Backup
 Content for fields is moved, but display
and form display might need to be reset
 Field collections do not have out of the
box upgrade path
 “Plain HTML” format does not work as
expected
 Other issues we are discovering as we
go
ENTERS DRUSH
Custom updates with drush
 Add modules
◦ Drupal Upgrade
◦ Migrate Tools
◦ Migrate Manifest
◦ Migrate Plus
Creating Migration
 drush migrate-upgrade [options] –
config-only (does not move content)
 drush @pantheon.siepr-8.live --
strict=0 migrate-upgrade --legacy-db-
url=mysql://dbusername:dbpasswordh
ere@mysql-user.stanford.edu/dbname
Web interface for Migration
 “Execute” button added to web UI in February, get dev
versions here
 https://www.drupal.org/node/2202391/git-
instructions/8.x-4.x/nonmaintainer
 https://www.drupal.org/node/2609548/git-
instructions/8.x-4.x/nonmaintainer
 Migration tab - /admin/structure/migrate
 Migration group -
/admin/structure/migrate/manage/migrate_drupal_7/mig
rations
 Specific migration -
/admin/structure/migrate/manage/migrate_drupal_7/mig
rations/upgrade_d7_node_stanford_person/execute
CUSTOMIZING
MIGRATIONS
Migrate Manifest
 Standard manifest installed with
Migrate Manifest Module in root
directory /manifest.yml
 Intercept standard upgrade and
launch custom manifest(s)
◦ /manifest2.yml
◦ /manifest-news.yml
◦ /manifest-date.yml
Custom migrations
Date format - completed
 Problem: Date format changed
◦ Drupal 7 1994-11-05 08:15:30-05:00
◦ Drupal 8 1994-11-05T08:15:30-05:00
 Solution
◦ manifest-news.yml calls to custom module
(d7_node_stanford_news)
◦ d7_node_stanford_news module includes
configuration for migration
 field_s_new_date:
 Plugin: convert_date
 Source: field_s_news_date
◦ Plugin ConvertDate.php
 Converts date
Custom Migrations
Field Format – work in progress
Drupal 7 – text field Drupal 8 – new field
Migrations and updates
 One time migration full migration via
Update
 Ongoing updates from Drupal 7 to
Drupal 8 sites via Migrate Plus
 Migration customization using Migrate
Manifest
 Feeds from other sites
Current status of Feeds
Module
 .csv import is working
 Tamper UI is ready for review and
approval
 Demo
 Join discussion Feeds weekly meetup
https://drupal.slack.com/messages/C3
4CECZAL/details/ every Thursday 11
am PST

Next steps and wish list
 Views upgrade path – some modules
in development
 Integration of Feeds UI with Migrated
back end
 Join discussion at
https://drupal.slack.com/messages/C3
4CECZAL/details/ every Thursday 11
am PST
Other very useful modules
1. Webform
2. Display Suite
3. Paragraphs
4. Editor_file

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Drupal migrations in 2018 - SFDUG, March 8, 2018

  • 1. CONTENT MIGRATION INTO DRUPAL8 WITH ONE CLICK EASE FOR SITE BUILDERS Case study :: Work in progress Irina Zaks izaks@stanford.edu http://fibonacciwebstudio.com/
  • 2. In this presentation We will talk about Content Migration Tools We will not present today  Standard Upgrade via web interface  Using drush to setup migration  Customizing migration paths  Using Features or Drupal Console or Configuration Split  Views upgrades  Theme upgrades  Functionality upgrades  Composer  All great new things in Drupal 8  World Peace  .... and many more
  • 3. WARNING!  This demo uses dev tools  Things might and will break  Interface and features can change without notification STAY CALM and DRUPAL ON
  • 4.
  • 5. Website is supporting mission and operation of your organization  Websites are living creatures  As organization changes, so should the website  Websites change, grow, shrink as do organizations that these sites support  Website average lifetime is 4-5 years
  • 6. Why do you want to migrate 1. Our organization has changed and website needs to reflect it 2. We want new fresh feel and look 3. Our site needs to be mobile friendly 4. Our site is very difficult to manage 5. Everyone is on Drupal 8 now 6. Drupal 7 will not have security updates WE GOT BUDGET – LET’s BEGIN!
  • 7. What do you want to migrate  Information architecture ◦ Data models ◦ Relationships  Content – pages, images, documents  Designs ◦ Index pages ◦ Pages layout  Editor’s UX and UI  Functionality and workflows  What do you want to keep  What do you want to delete  What do you want to change  What do you want to add
  • 9. Using KIPAC website migration  Research Center Website  Well defined content types and relationships  Good content, images, video  Integrated with mailing lists, etc.  Non-responsive theme  Poor experience for content managers
  • 10.
  • 11.
  • 12.
  • 13. Brief history of Drupal migrations  Upgrades between major versions of Drupal was a major undertaking before Drupal 8  My Drupal migration journey started with moving 4.7 to D6  Upgrade in D8 was one of the most pleasant surprises
  • 14. 4.7 to 5 to 6 - Always an adventure Early Migrate module, SQL scripts
  • 15. 6 to 7 - Routine exercise Migrate / Feeds Modules
  • 16. 6 to 7 - Routine exercise  Set up new Drupal 7 site  Create content types in D7  Set data export in D6  Set data import in D7  Feeds or Migrate  Unlimited import  Rollback / Reimport
  • 17. 6/7 to 8 Pleasant walk in the park
  • 18. Two ways to upgrade in Drupal 8 “One-click “ upgrade via web interface Configuration > Development-> /upgrade Set up migrations via drush and manage in Migrations tab Structure-> Migrations /admin/structure/migr ate
  • 19. D8 upgrade  Set up new Drupal 8 site  Create content types  Set data export  Set data import  Click Upgrade or run Migrate
  • 20. DEMO
  • 21. Source - D7 site  Person content type with various fields ◦ Text ◦ Date ◦ Entity reference ◦ Image, etc.  Menu links  Views
  • 22. Destination - New site D8  Setup new blank Drupal 8 site http://dev-siepr-8.pantheonsite.io/  Lots of modules are now in core (views, path, etc.)  Add basic set of modules 1. Admin Toolbar (replaces Admin Menu) 2. Pathauto (requires token and ctools) 3. Devel 4. Ctools 5. Token 6. Diff
  • 23. DevOps Thanks to Pantheon for providing all tools  Dev / test / multidev instances  Backups  Db / files export/import  Drush
  • 25. Enable Migration modules  Core ◦ Migrate ◦ Migrate Drupal ◦ Migrate Drupal UI ◦ Admin menu for convenience of all operations ◦ Pathauto to ensure migration of aliases if needed
  • 26. Connect to Source site db  Db  User  Password  port  File path
  • 27. List of default migration paths  ## available upgrade paths ◦ core modules  ## missing upgrade paths ◦ contrib modules ◦ custom modules ◦ other features  Continue
  • 28. Demo – Recent Log messages admin/reports/dblog?page=1
  • 29. Standard upgrade – what works  Creates content types / fields even if there are no nodes of this content type  Menu items – set in menus, not views  Moves content – nid’s are preserved  Url aliases but not pathauto patterns  Moves users / roles  Reports every step of upgrade in a log  Not found or access denied links go to front page by default
  • 30. Standard upgrade – what does not work  One time migration  Migration rollbacks ◦ Pantheon Backup  Content for fields is moved, but display and form display might need to be reset  Field collections do not have out of the box upgrade path  “Plain HTML” format does not work as expected  Other issues we are discovering as we go
  • 32. Custom updates with drush  Add modules ◦ Drupal Upgrade ◦ Migrate Tools ◦ Migrate Manifest ◦ Migrate Plus
  • 33. Creating Migration  drush migrate-upgrade [options] – config-only (does not move content)  drush @pantheon.siepr-8.live -- strict=0 migrate-upgrade --legacy-db- url=mysql://dbusername:dbpasswordh ere@mysql-user.stanford.edu/dbname
  • 34. Web interface for Migration  “Execute” button added to web UI in February, get dev versions here  https://www.drupal.org/node/2202391/git- instructions/8.x-4.x/nonmaintainer  https://www.drupal.org/node/2609548/git- instructions/8.x-4.x/nonmaintainer  Migration tab - /admin/structure/migrate  Migration group - /admin/structure/migrate/manage/migrate_drupal_7/mig rations  Specific migration - /admin/structure/migrate/manage/migrate_drupal_7/mig rations/upgrade_d7_node_stanford_person/execute
  • 36. Migrate Manifest  Standard manifest installed with Migrate Manifest Module in root directory /manifest.yml  Intercept standard upgrade and launch custom manifest(s) ◦ /manifest2.yml ◦ /manifest-news.yml ◦ /manifest-date.yml
  • 37. Custom migrations Date format - completed  Problem: Date format changed ◦ Drupal 7 1994-11-05 08:15:30-05:00 ◦ Drupal 8 1994-11-05T08:15:30-05:00  Solution ◦ manifest-news.yml calls to custom module (d7_node_stanford_news) ◦ d7_node_stanford_news module includes configuration for migration  field_s_new_date:  Plugin: convert_date  Source: field_s_news_date ◦ Plugin ConvertDate.php  Converts date
  • 38. Custom Migrations Field Format – work in progress Drupal 7 – text field Drupal 8 – new field
  • 39. Migrations and updates  One time migration full migration via Update  Ongoing updates from Drupal 7 to Drupal 8 sites via Migrate Plus  Migration customization using Migrate Manifest  Feeds from other sites
  • 40. Current status of Feeds Module  .csv import is working  Tamper UI is ready for review and approval  Demo  Join discussion Feeds weekly meetup https://drupal.slack.com/messages/C3 4CECZAL/details/ every Thursday 11 am PST 
  • 41. Next steps and wish list  Views upgrade path – some modules in development  Integration of Feeds UI with Migrated back end  Join discussion at https://drupal.slack.com/messages/C3 4CECZAL/details/ every Thursday 11 am PST
  • 42. Other very useful modules 1. Webform 2. Display Suite 3. Paragraphs 4. Editor_file

Editor's Notes

  1. Web developer and Open Source evangelist since beginning of this century / millennium. I am passionate about bringing cutting edge web tools to academia and research. This session is target My goal is to give researchers the tools that integrate data such that users can interact with and utilize the research results, without sacrificing complexity or creating unnecessary duplicate work. Rapid prototyping, visualization, and analytical tools are part of myvision for a perfect research app. Sharing critical findings with other researchers and the general public promotes open data concepts.
  2. I will demo migration of existing clean site and talk about various tools for migrating data into Drupal 8 that are available now – March 2018.
  3. Topic of my presentation today is Content migration into Drupal 8. First I want to take a high level view of how websites are born, live and die so we know WHY we are talking about content migrations
  4. Let’s talk about most common reasons that start migration process…
  5. At this point you want to look in details at your current website and decide what Old content – is it still important? Archives? https://news.stanford.edu/2005/06/14/jobs-061505/ https://facultysenate.stanford.edu/past-senates/past-senates-overview
  6. And then dive into details of actual moving process want to betin talking about techncal details
  7. Today we are going to demo what tools we used for this migration
  8. On of biggest complaints about drupal was that there is not simple upgrade button to update a site from one major version to another. I have migrated over dozen custom websites, starting with migrating library site from drupal 4.7 to drupal 6. and it was always very exciting journey. By the time of 6 to 7 migrating content with data export and feeds become more of routine exercise, but still quite time consuming. Drupal 8 has been used by larger companies for couple of years now, but for smaller groups learning curve with all new back end and devops was prohibitively time consuming. last September our group decided that Drupal 8 got to the point when even small group with limited resources can begin sitebuilding on 8. I think that most pleasant surprise with Drupal 8 was upgrade process, and I am going to share that with you 
  9. list of modules in core now Views, etc
  10. migrate_manifest migrate_plus migrate_tools
  11. http://test-drupal-8-content-migration.pantheonsite.io/upgrade
  12. 12:37.
  13. drush @pantheon.siepr-8.dev --strict=0 migrate-upgrade --legacy-db-url=mysql://gkipaccapprofi:9vSb2p4LJKDPqVP8@mysql-user.stanford.edu/g_kipac_cap_profiles drush @pantheon.siepr-8.test --strict=0 migrate-upgrade --legacy-db-url=mysql://gkipaccapprofi:9vSb2p4LJKDPqVP8@mysql-user.stanford.edu/g_kipac_cap_profiles
  14. dev-drupal-8-content-migration
  15. Now in core