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Drupal Deployment
          ING Financial Services




          Matthew Wetmore
          Senior Software Developer




          Windsor – Feb 2011
          www.ing.us




• RETIREMENT • LIFE INSURANCE
  • INVESTMENTS




  What will we cover?

   • ING’s history with Drupal
   • How ING builds Drupal Sites
   • How ING migrates sites between environments
   • Staging vs. Production
   • Deploy Module
   • Demo




Retirement - Life Insurance - Investments   2




                                                   1
ING’s History with Drupal

   • ING started using Drupal in August 2010
           • Started with the launch of ING.us (08/10)
           • 2 additional sites have been launched since then.
                 • ing.us/retirement (retirewithing.com) (11/10)
                 • ing.us/rri (ING Retirement Research Institute) (1/11)
   • ING and Stellent
           • Stellent was the primary CMS, but it was large and not as dynamic as
             Drupal.
           • Time to market with Drupal was 2-3 times faster then Stellent.
           • Drupal provided a more dynamic environment for the business.
   • Sites developed both in house and with external vendors.




Retirement - Life Insurance - Investments            3




  Screenshot: ING.us




Retirement - Life Insurance - Investments            4




                                                                                    2
Screenshot: ING.us/retirement




Retirement - Life Insurance - Investments   5




  Screenshot: ING.us/rri




Retirement - Life Insurance - Investments   6




                                                3
How ING builds Drupal Sites

   • Develop sites both in-house and with Third Party vendors.
   • 3 Step Environment
           • Dev / Testing
           • Staging
           • Production
   • Start with a starter theme.
           • Either zen or framework
   • Extensive Wireframe for each site.
   • HTML Design markups




Retirement - Life Insurance - Investments   7




  Example Wireframe (ing.us)




Retirement - Life Insurance - Investments   8




                                                                 4
How ING migrates Sites

 • Utilize Backup and Migrate module.
         • Provides simple mysql extract of database.
 • Make note of both Development URL and Staging URL
         • Keep track of difference in URL length.
 • Scrub MySQL file to remove instances of Dev URL.
 • Inspect Variable Table insert statements for changes, need to
 modify array to compensate for URL length difference.
 • Load cleaned MySQL file to empty database in Staging.
 • Copy source from Dev and update Settings.php
 • Attempt to login and clear cache, work through other issues.




Retirement - Life Insurance - Investments    9




  Staging vs. Production

• Issue: Business needs to view content exactly how it will look in Production.
        • Solution: Create a staging environment that looks exactly like Production
        where the business can see the content exactly how it will look. Staging will
        then provide the content up to Production.


• Staging provides the ability to fully test and create content, site structure,
layouts, css, changes before moving them to Production.


• But how do we make that final migration from Staging to Production and how
do we make other updates in the future?




Retirement - Life Insurance - Investments   10




                                                                                        5
Deploy Module

• More info on deploy can be found at: http://drupal.org/project/deploy
• Requirements:
        • Services (http://drupal.org/project/services)
• Base Deploy can push the following:
        • Nodes (Pages/Story)
        • Custom Content Types
        • System Settings
        • Users
• ING has custom build Deploy components for each of our sites and
configurations.




Retirement - Life Insurance - Investments     11




  Screenshots: Deploy




Retirement - Life Insurance - Investments     12




                                                                          6
Screenshots: Deploy




Retirement - Life Insurance - Investments   13




  Deploy Demo

• Demo on setup and using Deploy
• Enabling Services
• Enabling Deploy
• Configuring Deploy w/ Plans
• Lets deploy a page
• Lets deploy some system settings




Retirement - Life Insurance - Investments   14




                                                 7

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Drupal Deployment at ING Financial Services

  • 1. Drupal Deployment ING Financial Services Matthew Wetmore Senior Software Developer Windsor – Feb 2011 www.ing.us • RETIREMENT • LIFE INSURANCE • INVESTMENTS What will we cover? • ING’s history with Drupal • How ING builds Drupal Sites • How ING migrates sites between environments • Staging vs. Production • Deploy Module • Demo Retirement - Life Insurance - Investments 2 1
  • 2. ING’s History with Drupal • ING started using Drupal in August 2010 • Started with the launch of ING.us (08/10) • 2 additional sites have been launched since then. • ing.us/retirement (retirewithing.com) (11/10) • ing.us/rri (ING Retirement Research Institute) (1/11) • ING and Stellent • Stellent was the primary CMS, but it was large and not as dynamic as Drupal. • Time to market with Drupal was 2-3 times faster then Stellent. • Drupal provided a more dynamic environment for the business. • Sites developed both in house and with external vendors. Retirement - Life Insurance - Investments 3 Screenshot: ING.us Retirement - Life Insurance - Investments 4 2
  • 3. Screenshot: ING.us/retirement Retirement - Life Insurance - Investments 5 Screenshot: ING.us/rri Retirement - Life Insurance - Investments 6 3
  • 4. How ING builds Drupal Sites • Develop sites both in-house and with Third Party vendors. • 3 Step Environment • Dev / Testing • Staging • Production • Start with a starter theme. • Either zen or framework • Extensive Wireframe for each site. • HTML Design markups Retirement - Life Insurance - Investments 7 Example Wireframe (ing.us) Retirement - Life Insurance - Investments 8 4
  • 5. How ING migrates Sites • Utilize Backup and Migrate module. • Provides simple mysql extract of database. • Make note of both Development URL and Staging URL • Keep track of difference in URL length. • Scrub MySQL file to remove instances of Dev URL. • Inspect Variable Table insert statements for changes, need to modify array to compensate for URL length difference. • Load cleaned MySQL file to empty database in Staging. • Copy source from Dev and update Settings.php • Attempt to login and clear cache, work through other issues. Retirement - Life Insurance - Investments 9 Staging vs. Production • Issue: Business needs to view content exactly how it will look in Production. • Solution: Create a staging environment that looks exactly like Production where the business can see the content exactly how it will look. Staging will then provide the content up to Production. • Staging provides the ability to fully test and create content, site structure, layouts, css, changes before moving them to Production. • But how do we make that final migration from Staging to Production and how do we make other updates in the future? Retirement - Life Insurance - Investments 10 5
  • 6. Deploy Module • More info on deploy can be found at: http://drupal.org/project/deploy • Requirements: • Services (http://drupal.org/project/services) • Base Deploy can push the following: • Nodes (Pages/Story) • Custom Content Types • System Settings • Users • ING has custom build Deploy components for each of our sites and configurations. Retirement - Life Insurance - Investments 11 Screenshots: Deploy Retirement - Life Insurance - Investments 12 6
  • 7. Screenshots: Deploy Retirement - Life Insurance - Investments 13 Deploy Demo • Demo on setup and using Deploy • Enabling Services • Enabling Deploy • Configuring Deploy w/ Plans • Lets deploy a page • Lets deploy some system settings Retirement - Life Insurance - Investments 14 7