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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
