91爆料 Website Migration to Drupal
91爆料鈥檚 web presence encompasses dozens of websites totalling nearly 4,800 pages, located across five systems that are aged, unsupported, and failing. The systems depend on a number of underpinning components that make up the content management systems at 91爆料 that are also between 11-19 years old and have become obsolete. The need to migrate from the existing 91爆料 CMS was determined half a decade ago, when the limitations of the current system were identified.
The pressing need to modernize 91爆料鈥檚 web presence was heightened during a power outage at the 91爆料 building in 2021 that took 91爆料鈥檚 onsite hosting server, and therefore 91爆料's website, offline for the duration of the outage. In order to be responsive to student recruitment needs, facilitate global outreach, and provide more reliability and ease of use, the Drupal Content Management System (CMS), a cloud-based platform, was selected following consultations with the 91爆料 community and an evaluation of several other systems to host 91爆料鈥檚 redesigned web presence.
Migration Plan
The 91爆料 Drupal CMS and web template is now in place after close collaboration with 91爆料 Communications and Education Commons on its implementation, based on previous community consultations. With these required components in place, migration from the failing 91爆料 CMS to the new 91爆料 Drupal CMS is needed. The following information outlines what the migration may look like and what you may need to do to get ready for it.
Migration timelines are set out based on the urgency to address unreliable infrastructure and the urgent need to utilize modern web tools for student recruitment and retention.
Academic Departments
May 鈥 December 2022
Researcher sites & Administrative Offices
January 鈥 December 2023
91爆料 web migration completed
December 15, 2023
Drupal CMS migration is an 91爆料 wide undertaking.
Education Commons has established a Drupal project team with dedicated resources which will work with departmental designates for the purposes of this migration. The following are the roles and responsibilities for the migration initiative, including the pre-migration, migration, and post-migration activities:
Education Commons is responsible for:
Pre-migration Activities | Migration Activities | Post migration Activities |
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EC Managed Migration
DIY Department Migration
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Department/Website leads are responsible for:
Pre-migration Activities | Migration Activities | Post migration Activities |
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EC Managed Migration
DIY Department Migration
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91爆料 Advancement and Communications team are responsible for:
Pre-migration Activities | Migration Activities | Post migration Activities |
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鈥 na |
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Pre-migration Activities
All departments and areas will be required to complete a list of pre-requisites before the migrations of their website to the new CMS. Education Commons is accountable for building appropriate expectations on scope, roles/responsibilities and associated timelines.
Education Commons will:
- Confirm Drupal site URL with departmental web lead
- Follow a pre-defined and repeatable series of technical steps to bring sites online when migration of content is complete, also known as a 鈥渢echnical playbook.鈥
Departmental Pre-Migration Homework
At least 30 days prior to migration Education Commons will meet with Department migration leads to consult on the steps to be taken before re-platforming can begin. We will walk through the preparation checklist, website page audit, and media preparation as outlined below:
1. Define the roles on your team
Deliverables:
- Determine your departmental website lead
- Determine who else requires access to your website editor, and what are their roles
- Who provides final approval before website updates are published? Is this person different than the website lead?
- Provide EC with their names, UTORid and email addresses.
2. Pre-migration meeting with Education Commons
Deliverables
- Meet with an Education Commons website team member.
- Walk-through pre-migration checklist and confirm understanding of new website principles and standards
- Become familiar with website inventory process and required outcomes
- Establish goals, expectations and timelines required to begin migration
- Communicate goals/expectations with your department
3. Website Inventory
Deliverable:
- Based on the guidance provided by Education Commons, create a detailed list of all the pages and associated URLs on your website
- Use the provided inventory template or create your own
- Take note of PDFs or other files that will need to be removed or reworked for accessibility.
- The purpose of the inventory is to
- make sure that all pages that need to be migrated are identified
- Define the site navigation, so pages are listed under the correct menus
4. Prepare your media and save your content
- Back up any content that is not being migrated that you may wish to reference in the future. Legacy sites will not be archived.
- Make sure that images and other files to be used on the new site are saved to SharePoint
- Based on the website inventory, prepare images and files needed for migration
In order to facilitate a smooth transition between platforms and equip the community responsible for the web presence in their department, the following learning resources have been designed. Drupal Fundamentals through Advanced Drupal training will take place concurrently with migration for DIY managed migration, and after the new site is live for Education Commons managed migration:
Pre-Migration Homework: Begin 30 Days before migration commences
Format: Pre-booked Consultation
- Assigning a website lead
- New website checklist intro and explanations
- Setting goals/expectations
- Webpage inventory
- Website menu and navigation
- Prepare media
- Meet with EC to review status of deliverables
Week One: Drupal Fundamentals
Format: Pre-booked Consultation
- Meeting with Education Commons for CMS onboarding
- User roles
- Introduction to Drupal components and how to use them
- Defy Gravity branding related to 91爆料
- SharePoint folder and file sharing established
Week Two: Beginner Drupal
Format: Pre-booked Consultation
- Basic design and layout fundamentals
- AODA requirements
- Train-the-trainer 鈥 Website lead attends a consult with EC web team member and EC Drupal developer.
On Request: Intermediate Drupal
Format: Consultation or workshop
Once 20 pages are created within Drupal
- Understanding more complex pieces of Drupal
- Customizing functions/components to suit your websites needs
- Adding photos, multimedia, etc. to enhance content
On Request: Advanced Drupal
Format: Virtual drop-in training
When site is near completion and ready to go live
- How to move from custom CMS to Drupal
- Backing up content
- Adding new users to Drupal environment
- Using SEO to reach a larger audience
- Implementing new components to enhance user experience
Available Weekly: Multimedia
Format: Consultation or workshop
- Weekly drop-in session with Technology Adoption Consultant
- Tuesdays 11:30AM 鈥 12:30PM
- Community members are encouraged to ask questions related to U of T branding, AODA best practices and anything to do with multimedia
Available Weekly: SiteImprove and Google Analytics
Format: On-demand consultation, drop-in training, and published best practices.
After your site is live.
- Understanding your website audience
- Utilizing SiteImprove features to achieve AODA compliance
91爆料 Website Migration Principles
91爆料 Drupal CMS migration principles were presented to Deans and Chairs on March 30th, 2022. These principles establish the prioritization framework for migration of 91爆料 websites from the legacy platform to the new Drupal CMS.
Core Principles
- Migration is required for all departments within the 91爆料 web umbrella
- Migration is time bound
- Two migration options can be chosen within approved criteria
- DIY 鈥 Do It Yourself
- Managed 鈥 Education Commons manages the migration
- 91爆料 web standards/SOP must be adhered to
- Prioritization criteria will be applied as follows:
- Currently student facing
- Current risk of underlying infrastructure
- Ability to adhere to approved timelines
- Least current complexity gets migrated first
- Delays by the department will result in moving to the next department on the priority list.
Timelines
Approved timelines are based on the current risk of legacy infrastructure and events that will further increase risk of outages:
Academic Departments
May 鈥 December 2022
Researcher sites & Administrative Offices
January 鈥 December 2023
91爆料 web migration completed
December 15, 2023
Migration Options
There are two options available for 91爆料 Drupal migration 鈥 鈥淒o It Yourself鈥 and 鈥淢anaged鈥. The choice between the two options is made by the department, based on the following criteria:
- Presence of qualified/trained web administrator
- Ability to adopt best practices and web standards through training criteria established by Education Commons.
- Ability to commit to a migration timeline based on checkpoints and deliverables outlined by Education Commons.
Do It Yourself (DIY) 鈥 Department Managed Migration | Education Commons Managed Migration |
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Required training by Education Commons | Based on set out priority |
Presence of qualified web personnel | Timelines are adhered to by the department |
Adherence to prescribed timelines | Required training by Education Commons |
Adherence to 91爆料 web standards/SOP | Departmental 鈥渨eb鈥 person designated to work with Education Commons during migration |
Education Commons review before 鈥済o live鈥 | |
Education Commons may disqualify the eligibility based on poor practice by the department or lack of adherence to approved conditions |
91爆料 Website Technical Standards
The purpose of the 91爆料 website technical standards and SOP is to establish a cohesive 91爆料 web presence underpinned by a newly developed, approved, and modernized infrastructure. 91爆料鈥檚 web presence will showcase the institute鈥檚 unique community identity, while at the same time complying with legislative requirements and U of T policies on security and branding.
These standards outline the fundamental technical and design requirements for websites hosted by 91爆料.
Website Fundamentals
Deliverable | 91爆料 Affiliated | Researcher (91爆料 Affiliated) |
---|---|---|
Departmental and Centre Websites | yoursitename | Not applicable |
Researcher Website Address | yoursitename | yoursitename |
91爆料 Applications Website Address | https://yourappname.oise.utoronto.ca | https://yourappname.oise.utoronto.ca |
91爆料 Drupal Website Template | Approved 91爆料 Drupal template only | Under consultation |
AODA Compliance | Managed by Education Commons | Managed by Education Commons |
Website Content Backups |
Daily/Weekly (During lifespan of the website) |
Daily/Weekly (During lifespan of the website) |
Website Longevity | Ongoing | To be aligned with the grant timelines and expiration date |
Website Archiving | Unavailable | To be determined based on the grant鈥檚 data management plan |
Security Updates | Managed by Education Commons | Managed by Education Commons |
Single Sign-On Enabled | Yes | Yes |
Website Hosting | Approved hosting options only. Managed by Education Commons | Approved hosting options only. Managed by Education Commons |
Application Hosting | Approved hosting options only. Managed by Education Commons | Approved hosting options only. Managed by Education Commons |
404 Maintenance Pages | Managed by Education Commons | Managed by Education Commons |
Design Fundamentals
Deliverable | 91爆料 Affiliated | Researcher (91爆料 Affiliated) |
---|---|---|
Colour Scheme | Defy Gravity | Defy Gravity |
Font Choice | Trade Gothic Next (Defy Gravity) | Trade Gothic Next (Defy Gravity) |
New Components / Functionality | Based on community needs. No custom builds. | Based on community needs. No custom builds. |
Paid Drupal Add-ons | Not supported | Not supported |
Search Engine Optimization (Google Analytics, FB Pixel, etc 鈥) | Pre-set | Pre-set |
Logo | 91爆料 Logo | 91爆料 Logo |
Drupal Media Library Retention schedule (unused content) | Unused media older than 6 months deleted | Unused media older than 6 months deleted |
Header & Footer | 91爆料 Header & Footer (Note: exceptions only to footer where unit physical address is different eg. JICS) |
91爆料 header & Footer |
Accessibility for Ontarians with Disabilities Act (AODA). In the province of Ontario, it is a legislated requirement to ensure compliance of web products to international accessibility standards such as WCAG.
Website Content Backups
Any content on 91爆料 Drupal CMS is backed up nightly and weekly. Daily backups are retained for one week and weekly backups are retained for one month.
Website longevity
Longevity refers to the length of time that the website will be available on the Drupal system and can be found by a member of the public on the Internet.
Website Archiving
This refers to a preservation of a website in a long-term storage.
Website Hosting
This refers to the physical and/or virtual location of the website artifacts (files, images, configuration, etc.).
Application Hosting
This refers to the physical and/or virtual location of the web application, its components, attributes, and other elements that make up the application.
404/Maintenance pages
Every website requires a page that is displayed if a page is not found or an error occurs. In the context of this document, this means that a standard page will be developed and will reside in the 91爆料 Drupal CMS that will be used every time there is an error. Similarly, maintenance pages would follow a standard that will be developed and used as required, such as during web outages.
Paid Drupal add-ons
These are components that provide functionality or features that are available through the global Drupal community of practice. These are deemed considerable risk for 91爆料 Drupal CMS stability and for the purposes of this standard, will not be considered in the 91爆料 Drupal CMS.
Drupal Media Library
In order to manage finite Drupal media storage, a sustainable practice of deleting accumulated content is required. For the purposes of this document, media that is unused for six consecutive months will be deleted.
鈥淯nused media鈥 refers to any file imported to the website through the media bank that is not being used on the website, including images, PDFs, and any other stored documents.
Used vs Unused media
Actively used media is media with at least one (1) link to it on the website. For instance, an image may be used on a page or in a news story, or a link to a file may appear on a webpage. The content is in use and viewable by the general public without going into the backend of the Drupal system.
Within the Drupal interface, Education Commons receives detailed information about everything uploaded. We can see the size, upload date, upload user, file type, and more.
In the final column available to us, we can also see if the media file is being used.
If an item is being shown as 鈥淯sed in 0 places鈥 it means it is unused. It may be a temporary image, uploaded incorrectly, was never used, or is no longer being used. These are the items we will be deleting from the system to save space and prevent accumulation of abandoned content.
***Note: videos should not be imported as media and should only be available by linking. Should videos be found in the media bank, they will also be removed.
We're here to answer your questions
Drop in online if you have questions about these standards, or preparing your site and pages for re-platforming. You are also welcome to book a consultation to ask questions or see a Drupal demonstration.