Site Building Checklist DrupalCamp Ottawa

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A checklist for site builders: things to do after you've built out your content types and views and before you show the site to your client or deploy it on production. See the list at http://bit.ly/drupal-checklist.

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DRUPAL SITE BUILDING CHECKLIST

Drupal Consulting, Development, and Trainingevolvingweb.ca

Suzanne Kennedy, Co-founder@suzanne_kennedy

bit.ly/drupal-checklist

WHY HAVE A CHECKLIST?

• Plans change between design & launch

• Site building is an iterative process, so things change and get inconsistent

• Avoid last minute fixes the week after launch, or when the site admin starts adding content

• Your checklist can serve as documentation

CONTENT TYPES

Remove Un-used Content Types

Manage Display: Is everything is the correct order?

Manage Fields: Is everything is the correct order?

Content Type Settings

VIEWS

Delete any Views or Views displays that you’re not using.

Document your Views!

Make sure that Views options are consistent

Check permissions for Views

SEO TOOLS

Add Google Analytics

drupal.org/project/google_analytics

Configure URL Aliases

drupal.org/project/pathauto

Update Aliases

Update Action for URL Aliases

Configuration > Search and metadata > URL Aliases > Settings

Fix missing navigation on 404 Pages

drupal.org/project/404navigation

Custom error pages

Page Title

drupal.org/project/page_title

Mollom

drupal.org/project/mollom

FOR THE ADMIN

Administrative Views

drupal.org/project/administrative_views

Draggable Views

drupal.org/project/draggable_views

Administrative Menus

drupal.org/project/admin_menu

WYSIWYG API

drupal.org/project/wysiwyg

BUEditor

drupal.org/project/bueditor

Configure Text Format Default

Configuration > Content authoring > Text formats

Configure Text Format Default

Configuration > Content authoring > Text formats

Embedded Images

drupal.org/project/insert drupal.org/project/image_resize_filter

Webforms

USER ACCOUNTS

Set up correct user roles

Test the permissions for each role

drupal.org/project/masquerade

Anonymous User Permissions

CONTENT

Remove all the test content & users from the site

Remove all the test content & users from the site

No required fields missing from ‘legacy’ content

Test Your Image Styles

PRE-LAUNCH CHECKLIST

Disable Modules You Don’t Need

Turn on Caching & Aggregation

Configuration > Development > Performance

Modules up-to-date

Configuration > Modules > Update

Change the Super Admin User Password

Disable Error Logging

Configuration > Development > Logging and errors

Security Review

drupal.org/project/security_review

CONTRIB MODULES

• Views Bulk Operations• Google Analytics• Pathauto• Page Title• Mollom• Administrative Views• Draggable Views• Administrative Views

• WYSIWYG API• BUEditor• Insert • Image Resize Filter• Security Review• 404 Navigation• Masquerade

TRAINING PROGRAMWe offer public and private Drupal training sessions.

evolvingweb.ca/training

THANK YOU!

Drupal Consulting, Development, and Trainingevolvingweb.ca

Suzanne Kennedy, Co-founder@suzanne_kennedy