Migration and Upgradation of Drupal versions

This was the second session of the first meeting presented by Girish Panchal.
It includes - How to do migrate Drupal from 7 to 8/9/10 and How to do upgrade from Drupal 8 to 9/10

Transcript

1. Drupal Migration PRESENTED BY Girish Panchal
2. Agenda • Difference between Upgradation & Migration • Type of releases in Agile • What is migration in Drupal? • Why Upgrade to Drupal 10? • Migrate from Drupal 7 to Drupal 10 • Upgrade from Drupal 8 to Drupal 10 2
3. Difference between Upgradation & Migration UPGRADATION MIGRATION 3
4. Type of release in Agile • Minor / Mirror - 1.01, 1.02,... • Major - 1.x, 2.x,.... • Security / Emergency - 1.01, 1.02,.. 4
5. What is migration in Drupal • Migration is the process where the content from the old site, converted into the desired format and is saved in the new site. • Drupal provides a powerful migration framework called "Migrate" that allows developers to define and execute data migrations. • This includes configuration (content types, vocabularies, user roles, file types, image styles, etc.) and contents (users, nodes, paragraphs, taxonomy terms etc.) 5
6. Why upgrade to Drupal 10 • Security - It includes several security enhancements such as the removal of deprecated code and the introduction of new security features. • Long-term Support - It is planned to be a long-term support (LTS) release, which means it will be supported for an extended period. • Improved Performance – It has been shown to be up to 2x faster than Drupal 9 • New Features and Functionality - Multilingual support, Media Library, New Symfony 6 • Easier Future Upgrades - Upgrading to Drupal 10 from Drupal 9 is expected to be a straightforward process. • Improved SEO & Mobile friendly - Better URL handling, improved meta tags handling, and structured data. It is built with mobile-first approach. 6
7. Migrate from Drupal 7 to Drupal 10 7 7 8 9 10
8. Important thing to remember Drupal 8 no longer supports upgrading data from Drupal 7 using the database update system (update.php) 8
11. Checklist If you’re on Drupal 7, the best way is to migrate incrementally. Let’s explore the steps to transforming your site to Drupal 10: • Audit your Drupal 7 site. ◦ Identify data and entities (content types, taxonomy, user etc.) to migrate to your new site. • Identify URL pattern, Metadata and other SEO aspects. ◦ Identify top-performing content and determine whether you’ll need to implement a redirect to maintain SEO performance. 11
12. Drupal 7 Checklist • Create a backup site. ◦ Take full dump of your code repository, database, and file system • Migrate your site’s content. ◦ Identify content type, Taxonomy, Users etc, • Identify (List down) your themes and modules. ◦ Identify themes and module that are present in Drupal 10 and if require then prepare custom module to match Drupal 7 Requirement . 12
13. Drupal 10 System Requirement • PHP - PHP8.1 and Above (PDO, XML, GD-library, OpenSSL, JSON, cURL, Mbstring) • Webserver – Apache2 or Nginx • Database – MySQL / MariaDB / PostgreSQL • Tools – Composer, Drupal 13
14. Drupal 10 Migration Requirement • Migrate • Migrate Drupal • Migrate Drupal UI • Migrate Upgrade, Migrate Plus, and Migrate Tools (Optional) • Upgrade Status module. (Optional) • Navigate through the “Extend” tab of your site and check all these modules are available in the core. 14
16. Data Migration Process - ETL 16 1. Extraction – Source Plugin Source Drupal 8, 9 or 10 2. Transform – Process Plugin 3. Load data – Destination Plugin
17. Now, it’s time to upgrade to Drupal 10 • Open your Drupal 10 website address and append /upgrade in the address bar (www.examplesite.com/up grade) and follow the instructions. • Then click the ‘Continue’ button. 17
18. Now, it’s time to upgrade to Drupal 10 • When you click Continue, the below screen opens and asks you to fill the source database details. 18
19. Now, it’s time to upgrade to Drupal 10 • Validated the source database credentials. • Verify the upgrade status summary of all the installed modules on your old site. • It is important to review the modules, which will not be upgraded. • Check if your Drupal 10 site will be able to work without the module. • Finally, click the ‘Perform Upgrade’ button. • Don’t proceed with the actual upgrade without installing the missing modules of Drupal 10. 19
20. Now, it’s time to upgrade to Drupal 10 • Based on the size & types of content/configuration on your source site, the upgrade process may take a long time to complete. • Once it’s finished, you’re directed to the front page of the website with the message summarizing the result of your upgrade. • Now it’s done. 20
21. Upgrading from Drupal 8 to Drupal 10 Before you upgrade Drupal 8 to 10, you need to first upgrade to Drupal 9 21
22. Drupal 8 - Prerequisites • Step 1 - Install tools that help your website migrate effectively ◦ Upgrade Status - It gives you a list of modules and themes that need to be worked upon or are up-to-date. ◦ Drupal-Check & Upgrade Rector - it helps in fixing deprecation errors for the modules installed on your website. • Step 2 - Make sure the current version of the website is 8.8.x or 8.9.x ◦ Before upgrading the core to Drupal 9, you need to make sure that the current version of your website is 8.8.x or 8.9.x. ◦ If the current version is less than 8.8.x, the core should be first upgraded to the required minimum version. ◦ It is wiser to upgrade the core to the latest Drupal 8 version (v8.9.18) before you begin migrating the modules for Drupal 9 compatibility. 22
23. Drupal 8 - Prerequisites • Step 3 - Identify custom modules, libraries, and themes in your website ◦ Verify all the custom modules, libraries and themes, including contributed and custom that are installed on your website. ◦ Use Upgrade Status module module to about the modules/themes that are compatible with Drupal 9. ◦ Drupal-Check - It helps you to scan your website and list modules, themes as well as libraries that are using deprecated code. It also effectively suggests an alternative, if any of the functions used have been deprecated. ◦ You must upgrade them in order to functional proper. 23
24. Drupal 8 - Prerequisites • Step 4 - Ensure custom themes are up-to-date ◦ If there are custom themes used in your website, you need to make sure that the themes are not using any deprecated code or errors which can cause hurdles when you are upgrading to Drupal 9. 24
25. Drupal 10 Upgrading Process • Use composer tools to upgrade your website from drupal 8.x to 9.x and then 9.x to 10.x • composer outdated "drupal/*" • composer show drupal/core-recommended • composer update "drupal/core-*" --with-all-dependencies • You may get dependency conflict while upgrading it. • To resolve that you must update the dependencies first in order to upgrade Drupal core. 25