The Drupal-to-Drupal migration system is still a work in progress. As such, there are a few things that simply don't work, and a few others that still have kinks to be ironed out. In this tutorial, we'll look at some of the common hang-ups that we've encountered, the status of resolving those issues, and what your options are in the meantime.
In Drupal, there are 3 modules in core related to migration that you'll want to know about. These modules can help you import data into Drupal from disparate sources, or upgrade from a previous version of Drupal.
In this tutorial we'll look at what each of these core migration modules do, and talk about when you'll need to use them.
In this tutorial we will run a site migration using Drush, and understand how to deal with any failures that occur.
The Migrate Drupal UI module allows you to execute a migration from older versions of Drupal to the latest version of Drupal. In this tutorial we'll:
- Run a full Drupal 6 to latest-Drupal (Drupal 8 or 9) Migration from the UI
- Explore the user interface as it exists
- Understand how we can deal with the output from our migration
Whether you're updating from Drupal 6 or Drupal 7, or importing data from some other source, you need to know about the migrate system in the latest version of Drupal. This tutorial provides an overview and links to additional tutorials where you can learn more about how all the individual parts work.
By the end of this tutorial you should have a better understanding of what the migration system is capable of and know where to find more information about how to use it.
To follow along with the rest of the migration tutorials you'll want to make sure you understand the following concepts and terms as they relate to Drupal migrations.
In this tutorial, we'll take look at the basic components of a migration and familiarize ourselves with some of the concepts and terminology needed to understand how the system works. We'll cover:
- What is a migration?
- Migration templates
- The extract, transform, load process
- Destinations and sources
- Additional Drupalisms
By the end of this tutorial you should be able to identify the various components that a migration is composed of, and explain at a basic level what each is responsible for.
There's a whole ecosystem of contributed modules that build on the Migrate API in Drupal core. They do things like provide Drush commands for working with migrations, add new sources (CSV, JSON, etc.), add new destinations, provide code examples, and fill in other gaps. Think of these as the tools of the trade you’ll use to do your work. In most cases you’ll use these to do the migration, but then once the migration is complete you can remove them from your project.
Then there are the contributed modules that add features to your site. Like Flag, Paragraphs, or Webform. These modules often contain migration-related code that is intended to help make it easier to handle data specific to these modules. There is code in the Flag module, for example, that can help with knowing how to extract flagging records from Drupal 7, and for transforming that data into the format the module expects it to be in for Drupal 10. You might end up having to tweak it a bit, but at least you’re not starting from scratch.
In this tutorial we'll:
- Look at some of the most commonly used toolset modules.
- Explain what you can expect to find in standard contributed modules related to migrations.
By the end of this tutorial you should have a better sense of the various tools available to you for authoring a migration.
Before you begin a Drupal 6 or 7 (source) to Drupal 9 or 10 (destination) migration there are a number of things you should consider. Taking the time to plan your migration will help to ensure that you're successful. In this tutorial we'll take a high-level look at:
- Evaluating your existing Drupal 6/7 site for migration feasibility
- Preparing your source Drupal 6/7 site for a migration
- Preparing the destination Drupal site you're migrating to
By the end of this tutorial you should be ready to start assessing the feasibility of performing a successful migration, and begin making a migration plan.
Planning for a migration is essential. In our collective experience we've never once seen someone sit down and execute a migration flawlessly on their first attempt. Migrations involve preparing and analyzing your source data, building a new website that data can be migrated into, and lots of testing, rolling back, and testing again, in order to get everything right. By the end of this tutorial you should be ready to start planning for your own Drupal migration project, and have a better understanding of the challenges of migrating from one system to another.
When preparing to migrate from an older version of Drupal (Drupal 7 or previous) to the latest version of Drupal (Drupal 8 or later) you'll need to determine if the contributed modules you use are ready to go. The Upgrade Status module can give you a list of all the modules installed on your site, and information about the availability of a latest Drupal version. It's not perfect, and will still require some manual research for some modules, but it is a great start towards helping you plan for your migration.
In this tutorial we'll:
- Install the Upgrade Status module and use it to generate a status report
- Review the generated report
- Talk about using the Contrib Tracker project, and other methods for getting more details about the status of upgrades for any module
By the end of this tutorial you should be able to evaluate all the installed modules on your existing Drupal site and determine the status of a module release that is compatible with the latest version of Drupal.
As new major versions of Drupal are released, contributed modules need to be updated for compatibility. As of right now (October 2021) there are a lot of contributed modules with a Drupal 8 release and a patch in the queue to make them work with Drupal 9. However, there's no official Drupal 9 compatible release for the module, so the module can't be installed with Composer. This creates a circular problem where you can't composer require
the module if you don't patch it, but you can't patch it until after it's been downloaded by Composer.
To help solve this common issue, Drupal.org provides a lenient Composer endpoint that publishes all modules as compatible with Drupal 9 regardless of whether that's true or not. By using it, you can composer require
the module and then use cweagans/composer-patches
to apply any necessary patches.
In this tutorial we'll:
- Add the lenient Composer endpoint to our project's composer.json file
-
composer require
a non-Drupal 9 compatible module - Use Composer to download and apply a patch that makes the module Drupal 9 compatible
By the end of this tutorial you should be able to use contributed modules that require a patch to be compatible with Drupal 9.
Drupal 8.8.0 introduced a bunch of new features intended to make it easier over the long-term to maintain a Drupal project using Composer. In doing so it establishes some new best practices, and moves into Drupal core solutions that were previously maintained by the community. This is all good news. But, it means if you're using Composer to update from Drupal 8.7.x or lower to 8.8.0 or higher you'll need to do a bit of additional work to untangle everything.
This tutorial is especially useful if you started your Drupal project using the drupal-composer/drupal-project
template and would like to convert to use the new templates (i.e. drupal/recommended-project
or drupal/legacy-project
) included with Drupal 8.8.x core.
In this tutorial we'll:
- Convert our project to use the new
drupal/core-recommended
, anddrupal/core-dev
Composer packages - Explain which commonly used Composer packages are deprecated, and which new ones replace them
- Learn how to use the
drupal/core-composer-scaffold
Composer plugin - Cover tips for troubleshooting updates
Furthermore, in order to Upgrade to Drupal 9 from Drupal 8, you will first need to update your Drupal 8 site to at least version 8.8, as the upgrade paths for Drupal 8 site from before Drupal 8.8.0 have been removed from Drupal 9.
By the end of this tutorial you should be able to update your Drupal projects using Drupal core 8.7.x or lower to Drupal core 8.8.0 or higher using Composer. And be ready for an upgrade to Drupal 9.
Drupal's development has a regular release cycle consisting of major, minor, and patch releases. Drupal releases use semantic versioning for its version numbers. Since we're committed to making sure our tutorials are kept up-to-date with the latest and greatest version of Drupal we figured it would be a good idea if you knew how to keep your Drupal site up-to-date with the latest "point" releases as well.
This tutorial will cover:
- How to determine the type of update
- The standard update procedure
- Update Drupal using Drush
- Update Drupal using Composer
This tutorial won't cover:
- How to perform a major version Drupal upgrade, for example, from Drupal 6 or 7 to the latest version of Drupal. For that, see our guide, Learn to Migrate to Drupal.
Upgrade to Drupal 10
FreeThere’s no one-size-fits-all path to upgrade from Drupal 9 to Drupal 10, but there is a set of common tasks that everyone will need to complete.
In this tutorial we’ll:
- Explain the differences between Drupal 9 and Drupal 10 that affect the upgrade path.
- Walk through the high-level steps required to upgrade from Drupal 9 to Drupal 10.
- Provide resources to help you create an upgrade checklist and start checking items off the list.
By the end of this tutorial you should be able to explain the major differences between Drupal 9 and 10, audit your existing Drupal 9 projects for Drupal 10 readiness, estimate the level of effort involved, and start the process of upgrading.
Upgrade to Drupal 9
FreeThere’s no one-size-fits-all path to upgrade from Drupal 8 to Drupal 9, but there is a set of common tasks that everyone will need to complete.
In this tutorial we’ll:
- Explain the differences between Drupal 8 and Drupal 9 that affect the upgrade path.
- Walk through the high-level steps required to upgrade from Drupal 8 to Drupal 9.
- Provide resources to help you create an upgrade checklist and start checking items off the list.
By the end of this tutorial you should be able to explain the major differences between Drupal 8 and 9, audit your existing Drupal 8 projects for Drupal 9 readiness, estimate the level of effort involved, and start the process of upgrading.
When automating the deployment of a Drupal site, it's critical to have a good understanding of the configuration management workflow in order for deployments to be consistent and successful.
Before you can get started synchronizing configuration between instances of your site, you'll need to create a new instance or "clone" of your Drupal site.
By the end of this tutorial, you should know:
- Why it's necessary to clone your site if you want to manage configuration between environments
- How to find your site's universally unique identifier (UUID)
- What to consider when setting up a directory structure for your project
- How to clone a Drupal site
Drupal creates a line of separation between what is content and what is configuration. The line is such that content is stored only in the database, whereas configuration is maintained by the configuration management system. While cached to the database for performance reasons, configuration can be thought of primarily living in the sync directory as a series of flat files.
This sounds like a perfectly clear distinction in theory, but there are several times where interdependencies appear between content and configuration. Understanding the key places where these interface can help prevent confusion and "disappearing" settings due to a lack of understanding.
Modules like Devel or Stage File Proxy offer key advantages when developing locally, but should never be enabled on a production site. This poses a problem for Drupal as which modules are enabled is a configuration. Compounding this problem is the configuration provided by these modules, as well as key configuration that must be set differently locally compared to production.
Fortunately, the Configuration Split module provides a means to accomplish all of these goals. Once set up, configuration can be exported in one or more "splits", enabling you to target different configurations for different environments or situations.
Before we start synchronizing configuration, let's take a look at the default, out-of-the-box file location for staging and synchronizing configuration. Then we'll walk through how to change that directory to a location outside our project's docroot and update settings.php appropriately.
In this tutorial, we'll cover:
- The default location of the configuration sync directory
- How the configuration sync directory is secured
- How to change the location of the sync directory