Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.
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Transcript of Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.
![Page 1: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/1.jpg)
![Page 2: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/2.jpg)
Business and StrategyBusiness and Strategy
Migration: Smoothing the Move
Presented by Mike Ryan and Moshe Weitzman
![Page 3: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/3.jpg)
Mike Ryan
• Drupal developer since 2003• Original author of Pathauto module• Primary author of Migrate module• Certified to Rock score of 8• Senior Technical Consultant at Acquia
![Page 4: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/4.jpg)
Moshe Weitzman
• Drupal developer since 2001 (d.o uid 23)• 2nd most prolific contributor in Drupal history• Certified to Rock score of 11• Creator and/or maintainer of Drush, Devel,
Organic Groups, and several other projects• Director, Research and Development at
Acquia
![Page 5: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/5.jpg)
What is migration?
• “Migration” might mean the regular seasonal journey undertaken by many species of birds.
![Page 6: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/6.jpg)
What is migration?
• “Migration” might mean the regular seasonal journey undertaken by many species of birds.
• “Migration” might mean moving your Drupal site as a whole between servers or hosting platforms.
![Page 7: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/7.jpg)
What is migration?
• “Migration” might mean the regular seasonal journey undertaken by many species of birds.
• “Migration” might mean moving your web site as a whole between servers or hosting platforms.
• “Migration” might mean the transfer of data and content from one platform to another.
![Page 8: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/8.jpg)
What are we talking about?
• The big picture of a data migration project• The importance of communication• The unknowns, and how to deal with them
![Page 9: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/9.jpg)
What aren’t we talking about?
• The Migrate module (technically speaking)
![Page 10: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/10.jpg)
Project model
• Typical migration project – 3 participants:– Client with content to migrate from some other
CMS to Drupal– Site-building team – develops new site
functionality, designs and themes the site–Migration team – develops the processes to move
the content from old site to new site
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![Page 13: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/13.jpg)
The process
• Analyze – understand the legacy data• Map – line up the pegs with the holes• Iterate – implement, test, and refine,
repeatedly• Launch!
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Analysis
• Design is top-down, working from the front-end
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Analysis
• Design is top-down, working from the front-end
• The migrators need to work bottom-up, from the raw data
![Page 16: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/16.jpg)
Analysis
• Design is top-down, working from the front-end
• The migrators need to work bottom-up, from the raw data
• There is always stuff not directly visible on the site that is important
![Page 17: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/17.jpg)
Be thorough
• Get access to the full source data up front
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Be thorough
• Get access to the full source data up front• Examine it closely, table-by-table and row-by-
row
![Page 19: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/19.jpg)
Be thorough
• Get access to the full source data up front• Examine it closely, table-by-table and row-by-
row• Act like a 3-year-old – Why?
![Page 20: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/20.jpg)
Be thorough
• Get access to the full source data up front• Examine it closely, table-by-table and row-by-
row• Act like a 3-year-old – Why? Why?
![Page 21: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/21.jpg)
Be thorough
• Get access to the full source data up front• Examine it closely, table-by-table and row-by-
row• Act like a 3-year-old – Why? Why? But why?
![Page 22: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/22.jpg)
Preliminary mappings
• Obvious: Source data subject => Drupal title• Educated guess – 98% of the status values are
“2” – that probably means “published”• Ambiguities – make best guess.• WTH? Annotate with questions.
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Mappings, bloody mappings
• Migrator• Technical resource• Stakeholders• Site-builders
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![Page 25: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/25.jpg)
Iteration
• Implement the understood mappings• Staging server – let the team see the results• Refine and repeat
![Page 26: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/26.jpg)
Launch
• A day or two before launch, run a full import into the to-be-production site. Sic QA on it.
![Page 27: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/27.jpg)
Launch
• A day or two before launch, run a full import into the to-be-production site. Sic QA on it.
• At the designated time, set the old site read-only.
![Page 28: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/28.jpg)
Launch
• A day or two before launch, run a full import into the to-be-production site. Sic QA on it.
• At the designated time, set the old site read-only.
• Run the final delta migration.
![Page 29: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/29.jpg)
Launch
• A day or two before launch, run a full import into the to-be-production site. Sic QA on it.
• At the designated time, set the old site read-only.
• Run the final delta migration.• Final QA review.
![Page 30: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/30.jpg)
Launch
• A day or two before launch, run a full import into the to-be-production site. Sic QA on it.
• At the designated time, set the old site read-only.
• Run the final delta migration.• Final QA review.• Switchover
![Page 31: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/31.jpg)
Celebrate!
![Page 32: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/32.jpg)
Elements of Success
• Start the migration development, with the analysis stage, as early as possible.
• Get the mapping meetings done as soon as possible after that.
• Communicate! All parties – stakeholders, site-builders, migrators – must be responsive to each other.
![Page 33: Business and Strategy Migration: Smoothing the Move Presented by Mike Ryan and Moshe Weitzman.](https://reader035.fdocuments.in/reader035/viewer/2022062421/56649d0e5503460f949e3521/html5/thumbnails/33.jpg)
A typical question
• We’ve got 1,000,000 articles and 100,000 users – how long will it take us to migrate?
• But, if you think about it…
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Estimation
• Which is harder to migrate?– 1,000,000 articles with 3 fields each, or– 1000 blog posts with 5 fields, 500 articles with 10
fields, 3000 forum topics with 7 fields, and 800 recipes with 15 fields (including complex fields like “ingredients” and “directions”)
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A formula
• Basic: Number “migrations”, plus 5 X total number of fields, times a magic factor
• Refined: Taxonomy migrations count less, file migrations count more. Complex fields count more.
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For the techies
• BOF: Migrate in Drupal 8 – 1pm Thursday in room 210
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What did you think?
Locate this session on theDrupalCon Denver website
http://denver2012.drupal.org/program
Click the “Take the Survey” link.
Thank You!