Check List for Upgrading from Drupal 5 to Drupal 6
Includes Upgrading Drupal Modules, Themes, and Site
I am a fan of check lists. They help simplify and improve the effectiveness of repetitive processes over time. The following is a recent check list I shared with a client as a summary of the process used to upgrade from Drupal 5 to Drupal 6. Please feel free to use it and add your own notes.
- Together with client identify the list of key content and expected behaviors/displays. Includes any publishing/business logic. - Should be approximately 30 or so check list items, with accompanying screenshots where appropriate. - This will form the QA test script to confirm the quality of the upgrade and will be the list for acceptance testing.
- Duplicate the site, code, db, and files into an upgrade branch on dev server.
- Version control all code, db, view exports, ect. throughout the process
- Confirm there are no custom hacks on Drupal core.
- Run the upgrade process for Drupal Core.
- Test - All steps titled test include some automated testing as well as use of the coder module. - I also just came across the deadwood module. - Test steps also include running through the QA test script when appropriate. - See links below.
- Run the upgrade process on views, converting views to views 2
- Identify any custom hacks on contrib. modules.
- Upgrade contrib. modules which have D6 versions
- Identify upgrade paths for non standard modules and those which do not have a d6 version
- Code the upgrades and run them
- Test (full developer review)
- Client QA and site review/Bug fixing Cycle
- Prepare deploy plan
- Deploy the upgrade on production server
- Client QA and site review/Server Configuration and Bug fixing Cycle
- Client Acceptance testing (walking through the script), reporting and fixing issues cycle
### Links About Upgrading Drupal
Converting 5.x modules to 6.x - http://drupal.org/node/114774
Updating Drupal Modules to D6 in Three Easy Steps - http://www.webmasterworld.com/content_management/3767426.htm
Coder Module - http://drupal.org/project/coder/
Deadwood - http://drupal.org/project/deadwood - http://boombatower.com/tools/deadwood
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