Migrating structure and content between instances in Drupal 9 - drupal

I'm very new to Drupal, so please don't be too mad in case I have any major misunderstandings :) I've tried searching for a similar problem, but is just couldn't find a suitable solution for my case.
We're currently setting up a Drupal 9 project, which will perspectively have a shared development environment and a production environment as well as a local instance to develop on. I'd wish to have a way to synchronize those instances to have the same configuration, content types and optionally even content.
At the moment, I'm developing a theme locally, which means I have installed a Drupal instance inside a XAMPP server. That theme is versioned by git, so it is migratable to another developer without a problem.
For migrating the structure and content (which is obviously saved in the database), I tried using Backup & Migrate, but there were two issues I was facing: The D9 version is not fully supported yet, so an installation via composer fails with default security settings, and there seems to be an already multiple times reported bug when trying to backup the entire site. You can workaround it by backing up the database and the files separately, but this is pretty inconvenient due to other issues (but let's keep it a little short...).
I also tried to export the whole database, which is actually working (after this little fix), but the overhead seems a little high for me. Especially when I just want to copy new content types from dev to prod environment without users, content and so on, for instance.
So, to finally come to an end, is there any best practice for this case? Or should I even consider to go a whole other way?
Thanks in advance!

I definitely wouldn't recommend using Backup & Migrate for this - that's so Drupal 7! Drupal 9 has better tools that are baked into core!
There are many possible ways to import/export Config and Content entities across environments, but I'll share what I believe to be the current best practices.
For Configuration, Drupal 9 has a built-in Configuration Management system that makes it quite easy to migrate Config across environments. It can be used within the Drupal UI, and also integrates with Drush (a command-line tool for Drupal).
Essentially, the Config system exports all Config settings as standardized YAML files, which can easily be included in your Git repository. This will make it incredibly easy to set up another Drupal environment that is identical in its Config settings.
More info on Configuration Management can be found here.
For Content, Drupal 9 has a built-in Migrate API, which facilitates migrations from any data source into a Drupal 9 environment. That means you could set up a migration that would allow you to migrate your Content entities across environments.
I've only ever used this for migrating Content (migrated from Drupal 7), but I believe it's also possible to use this to migrate Config as well.
If you decide to use the Migrate API, you may (depending on the setup of your content) need to install Migrate Tools and Migrate Plus.
More info on the Migrate API can be found here.

Related

Migrating the API Connect Developer Portal between environments in Bluemix

I have one Developer Portal in Bluemix API Connect for the Development environment, one for Testing environment and one for Production environment. I have made some customizations in the structure of the modules, settings and content and I would like to migrate them from one environment to the other.
I have a theme for the styles, fonts and images but there are settings and content that are not included in the theme. I have found some Drupal plugins to migrate tables from the database. However, there is a risk of overwriting tables related with the API, products, plans, etc.
I would like to know if there is a recommended way of doing this migration without having to do everything again manually.
There isn't currently a simple way to migrate that sort of configuration between portal sites.
There is a Drupal module called "Features" which can export / import capability but it doesn't support all configuration and isn't a process we have tested or documented, so you'd be using it at your own risk.
You presumably uploaded your custom theme to one site, so you can just upload it again to the second site - that bit is simple.
If its an extensive amount of configuration then you can raise a support ticket and ask Ops to overwrite the target site with the configuration of the previous site - but that's a one off process, it would completely wipe the target site. So that isn't really going to help with ongoing changes.
You can write a custom drupal module to make your configuration changes - then simply load the module on each site and it would make the desired changes. However that can be a lot of work. If you only have a couple of sites it's likely easier to simply redo the same changes manually.
Hopefully this will improve in the future.
(Full Disclosure: I am part of the API Connect development team)

Keeping track of Drupal site configuration changes

I am developing Drupal sites sometimes. This development involves writing custom module and of course lots of configuration work on the admin interface.
I keep track of my custom module using SCM (git of course..). Unfortunately the configuration of all the drupal modules is even more important and fragile. These settings are spread in the database and therefore cannot be easily kept track of.
I create backup of my development DB on a daily basis, but having realized that something went wrong it is a pain to compare the backup with the actual state to hunt for differences.
Do you have any best practices or suggestions how to do it professionally? (I still use Drupal 6 if that matters, but I'm interested in new features of the 7 and 8 versions as well) I read about the Feature module that is very promising, but not exactly what I need.
My first ideas were (1) a module that would store all the settings in files that can be tracked with SCM easily, or (2) some automatism that would export the tables into files every time something changes
More and more configuration can be moved into SCM as time goes by.
At the state of Drupal 7 some people start developing their sites as an installation profiles. E.g:
http://walkah.net/blog/every-drupal-site-install-profile/
Features are another way of tracking changes and usefull to change configuration over time, e.g. when several people working on a site and want to share their configuration which they build on their local dev machine. The usability of features can be enhanced using ctools and drush (See Drush CTools Export Bonus module as if you take that route).
For quick import/export of Node types, Taxonomy, User, Field API fields and Field groups http://drupal.org/project/bundle_copy seems a good option.
Here is a good blog post about the different options: http://palantir.net/blog/multi-headed-drupal
With Drupal 8 we'll see a big shift in configuration management as configuration export will be built into core. There are several core initiatives and one is the configuration management initiative. A backport of some of the functionality is available as a Drupal 7 module.
Besides this a way I like to handle things when working is to note the things I have changed with my time or in the issue tracker of the projekt I am working on.

wordpress deploying solution, ideas?

I develop on a local machine a Wordpress site and I'm now looking for a mechanism to deploy it easy and fast. I'm thinking about a DEV environment (located on my local machine), a STAGING environment (a subdomain on the client page, maybe staging.example.com) and of course a LIVE environment (example.com)!
My current workaround:
As I work with Aptana I'm able to sync my changed files with the deploy mechanism the IDE provides. Exporting my local database, finding/replacing the permalinks and importing the whole thing - finish! To deploy live, I have to replace all staging files with the live files.
This should be easier! Is there anyone out there, having a better workflow?
I'm open and really excited about your ideas!
Thanks a lot
greetings
Yep, it's frustrating and completely insane that Wordpress requires this process because they put absolute urls in the database. I develop in a similar fashion using multiple staging sites for qa and client review. After my first deployment with Wordpress I almost gave up on the platform entirely. All of the solutions recommended by core developers and others simply didn't work.
So I wrote a plugin: http://wordpress.org/extend/plugins/root-relative-urls/
that fixes the problem. With this plugin you don't need to do a search & replace on your content. No hosts file hacks, or dns tricks. With my plugin you can access the site via IP address or Computername or any type of forwarded host. And since it converts urls to root relative before they enter the database, you won't have to worry about them working between the different domain formats. And since they don't hard-code the scheme (http/s) in the url you won't have to worry about the 520 or so bugs that were reported in the wordpress trac database if you use SSL.
It's a staple for any wordpress project I work on these days. And I have written a couple other plugins to deal with idiosyncrasies that exist in the platform that you can check out here: http://wordpress.org/extend/plugins/profile/marcuspope
Hope that answers your problem.
I use Capistrano https://github.com/capistrano/capistrano/wiki/ for all my deployment needs and it is really good solution. You can simply script anything and it just works.
It could work for your deployment scheme too.
I also use Capistrano for both WordPress and Drupal deployments. I typically install modules locally for testing then push to test and production environments. For uploads, etc. I add custom tasks to manage syncing files stored in scm and those that are not. Here is a simple guide I put together.
http://www.celerify.com/deploy-wordpress-drupal-using-capistrano

deploying changes on a living drupal site

I really like drupal somehow. But what disturbs me most is that i can't figure out a clear way of deployment. Drupal stores a lot of stuff inside the database (views, cck, workflow, trigger etc) that needs to be updated.
I've seen some modules that could be used for this task (eg features) and I'm not sure if they are sufficient. Yet they are only for drupal6 and i currently have to work on a drupal5 site where updating is not yet an option.
Any ideas?
This is a weakness. Drupal doesn't have the developer tools built in that make development and deployment easy like Rails does (for example). One problem is Drupal isn't aware of it's environment natively. Secondly, there are too many different methods and modules that require special care. It can get very confusing. But things are getting better with drush and drush make.
I'm assuming here that you have a development environment on your local machine and a live or staging server you upload to.
The first thing you have to do is work out how to get your database fixture and your code to and from your server to your development environment very quickly. You need to make this proceedure as painless as possible so you can keep different versions of your site in sync without much effort. This will mean you will hopefully be able to manage less change every time you deploy. Hopefully...
Moving the database around isn't too hard. You could use phpMyadmin or mysqldump but the backup migrate module is my favorite tool.
To upload code from your local repository or site can be done in a few ways. If you use a version control system like git, you can commit on your local machine and check out again on the staging server. There are also special deployment tools like capistrano you should take a look at. (if you know this stuff already it may benefit others to read). If you're using FTP you should probably try something different.
If you're working with a site that is still in production, you can afford to make small incremental changes to your local site, then repeat on the live site and down load the new version of the database when your changes are in place. This does mean you double handle the database but can be a safe way of doing things. It keeps both your database closer to each other and minimises risk.
You can also export views backup to your server in either your code or importing them into your live site. There is a hack to get around deploying cck changes here: http://www.tinpixel.com/node/53 it works OK but cannot truly manage changes like rollbacks. (Respect to the guy who wrote that)
You can also use hook_updateN to capture changes and then run update.php to apply them. I worked on a d5 site with dozens of developers and this was the only way to keep things moving forward. This may be a good option if your site is live or if you need all database schema changes captured in a version control system (so you can roll back).
Also: Take a look at drush and drush make. These tools can be of great benefit. I can't remember how much support is for d5.
One final method of dealing with this is not to use cck or views (and use hook updates). But this is really only suitable for enterprise sites where you have big developer resources. This may seem like a strange suggestion but it can negate this whole problem completely.
Sorry I could not give you a clear answer. This is because one does not exist yet. You'll end up finding your own rhythm once you get into. Just keep backups of your database if you can roll back to them easy enough.

Working with version control on a Drupal/CMS project

I was wondering how teams that develop sites using Drupal (or any other CMS) integrate version control, subversion, git or similar, into their workflow. You'd obviously want your custom code and theme files under version control but when you use a CMS such as Drupal a lot of the work consists of configuring modules and settings all of which is stored in the database.
So when you are a team of developers, how do you collaborate on a project like this? Dumping the database into a file and putting that file under version control might work I guess, but when the site is live the client is constantly adding content which makes syncing a bit problematic.
I'd love to know how others are doing this.
You are correct that this is an issue for Drupal--version control works fine until you turn the site over to your client or open it up to users.
Your question seems like a more specific version of this one, which touched on version control in the Drupal workflow. You may find some answers there that help.
For some projects, I have exported all of the views to code, using that feature of the Views module, and I have one project where all of the blocks have been exported, as well. (Although that was a development exercise and not a customary thing to do with blocks.)
Take a look at the work that Development Seed is doing to work around this problem. They are leading the development of the Context, Features, and Spaces modules that work together to store configuration data in modules (outside of the DB) so that it can be versioned with the code.
There is a Drupal group called Packaging & Deployment for discussing the various solutions that are being developed for this issue.
Right now there are a lot of efforts towards creating something that will handle the dev -> production difficulties with drupal in relation to the database. Features, that flaminglogos mentioned is one, but I feel that is more focused on creating stand alone projects, ie ones that would be installed on many sites.
For simple maintaining you dev and prod databases I'd take a look at http://drupal.org/project/deploy and http://drupal.org/project/dbscripts. They support syncing and merging db side drupal config data.
I can't guarantee they are ready for prime time though...
There is a lot of effort of shipping the next drupal version with configuration in code. That's is the key to have it in a version system.
For now you can use the features module, with that you can export things like content types, views, etc. to code, and then compare, version and revert it as you need.

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