Migrating sosAssociates.com From Drupal 7 to Drupal 9

Blog Date

Migrating sosAssociates.com From Drupal 7 to Drupal 9
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The year is 2020. All my normal activities in Cleveland and my backpacking adventures on the Continental Divide Trail and Appalachian Trail have been canceled due to the coronavirus crisis. My wife and co-blogger, Julie, and I have been writing a series of 2020 Social Distancing Blog Posts about the COVID-19-safe activities in which we are able to partake. These blog posts were added to our sosAssociates.com website, which I built on the Drupal 7 content management system over eight years ago:

At the same time we have been writing blog posts this summer, I have been working behind the scenes on a new sosAssociates.com website. The new website is built on the new Drupal 9, which launched on June 3, 2020.

My goal was to create the new website with the new Drupal 9 version of the content management system, but with basically the same theme and content I had on my current Drupal 7 website. I embarked on this project for the following three reasons:

  1. The coronavirus crisis, while a once-in-a-hundred-year tragedy, did free up many hours of time for me to build and test the new site. I normally would not have all this time.

  2.  "In November 2021, after over a decade, Drupal 7 will reach end of life (EOL)" -- I needed to move off Drupal 7, since in one year, the support of the Drupal Community will be ending.

    Drupal 7 will be supported until November 2021
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  3.  "Move from Drupal 7 to 9
    The last big migration"
    - In the past, moving from from one Drupal version to the next required rebuilding a website. Also, I did not know of tools to easily migrate old content to the new website, but was now able to find them for this final move from Drupal 7. Starting with Drupal 9 the migration to future versions of Drupal will be easy. (This is one of the long-time advantages of WordPress open source software that has now finally come to Drupal.)

    Easiest upgrade in a decade
    And a commitment to easy upgrades in the future. Never replatform again.

 

 

October 1, 2020 - Eleventh Twitterversary

I am launching my new Drupal 9 website on October 1, 2020, since this is a special date: my eleventh Twitter anniversary.

My sosAssociates.com website was created to host a blog based on my @sos_jr tweets and retweets, so it is appropriate that I publish this blog post today. As I wrote for my 10th Anniversary:

I wanted to take this opportunity to thank all the good people in the Twitterverse who have invited me to learn about their lives and what they care about, by sharing interesting activities. And to the cultural, art, civic, and creative organizations, thank you for bringing joy into my life by informing me of new opportunities in which I could participate.

See my 10th Twitter Anniversary blog post which includes information about articles/videos written about how I use Twitter:

 

 

Smörgåsbord Follows . . .

What follows is not really a blog post, but instead is more of a smörgåsbord -- "an extensive array or variety" -- of tweets, notes, and information I used/noted while building my new Drupal 9 sosAssociates.com website.

If you are not interested in going down the following web tech rabbit hole ("a complexly bizarre or difficult state or situation conceived of as a hole into which one falls or descends") with me, then feel free to stop reading here.

If you are interested in "Related Blog Posts" about web technology and how I use Twitter, please jump to the bottom of this blog post.

 





The Following are Random Notes - Proceed at Your Own Peril





 

 

June 9, 2020, Learn About the Drupal 9 Launch

Community driven innovation

Drupal is powered by an open source community - and the elegant solutions you build, the incredible experiences you design, and the powerful integrations you create are all things you can give back - to make Drupal even better.

The journey began when I learned about the launch on Twitter:

 

 

Drupal 7 End-Of-Life

When I started the migration Drupal 7 was to be gone in a little over one year (November 2022), but due to COVID-19 the date was extended until November 28, 2022.

Drupal 7 will reach end-of-life in November of 2022 - PSA-2019-02-25

Drupal 7 was first released in January 2011. In November 2021, after over a decade, Drupal 7 will reach end of life (EOL). (More information on why this date was chosen.) Official community support for version 7 will end, along with support provided by the Drupal Association on Drupal.org. This means that automated testing services for Drupal 7 will be shut down, and there will be no more updates provided by the Drupal Security Team.

Extending Drupal 7's End-of-Life - PSA-2020-06-24

Previously, Drupal 7's end-of-life was scheduled for November 2021. Given the impact of COVID-19 on budgets and businesses, we will be extending the end of life until November 28, 2022.

 

 

About Dries Buytaert and His Drupal 9 Released Announcement

About Dries Buytaert:

I'm the founder and project lead of Drupal. Drupal is Open Source software for building websites and digital experiences. I've been working on Drupal for more than 20 years. Today, two percent of the world's websites use Drupal. It's one of the largest, most active and most innovative Open Source projects in the world.

Dries Buytaert's June 3, 2020, Drupal 9 released Announcement:

Drupal 9.0.0 released

Today, we released Drupal 9.0.0! This is a big milestone because we have been working on Drupal 9 for almost five years.

. . .

I have always believed that Drupal is a force for good in the world. People point to our community as one of the largest, most diverse and most supportive Open Source projects in the world. While we make mistakes and can always be better, it's important that we lead by example. That starts with me. I am committing to the community that I will continue to learn more, and fight for equality and justice. I can and will do more. Above all else, it's important to stand in solidarity with Black members of the Drupal community — and the Black community at large.

. . .

It's hard to describe the amount of innovation and care that went into Drupal since the first release of Drupal 8 almost five years ago. To try and grasp the scale, consider this: more than 4,500 individuals contributed to Drupal core during the past 4.5 years. During that time, the number of active contributors increased by almost 50%. Together, we created the most author-friendly and powerful version of Drupal to date.

Thank you to everyone who made Drupal 9 happen.

— Dries Buytaert

 

 

Video: Why Drupal?

Drupal is the leading open-source CMS for ambitious digital experiences that reach your audience across multiple channels.

Because we all have different needs, Drupal allows you to create a unique space in a world of cookie-cutter solutions.

 

 

First Experiment with Migration to Drupal 8

 

 

 

 

 

Start over -- Decide to Migrate Straight from Drupal 7 to Drupal 9

Create a Drupal 9 site –  June 19, 2020.

Installing Drupal Document: https://www.drupal.org/docs/installing-drupal

1) Install the latest version of Drupal which today (June 19, 2020) is Drupal core 9.0.1
https://www.drupal.org/project/drupal/

  • Log into your server via SSH.
  • wget https://www.drupal.org/download-latest/tar.gz
  • Decompress the file which will create a folder names “drupal-9.0.1” with all the Drupal files.
    tar -zvxf tar.gz
  • Delete the tar.gz file after decompressing it with:  (use command line “ls” to confirm the file name that I will delete is “tag.gz”)
    rm tar.gz

2) Create a database for the new Drupal 9 site.

3) Create a subdomain for the new Drupal 9 site.

4) Add SSL/TLS Certificate

5) Through hosting company set up a password using the .htaccess file for the new Drupal site subdomain

6) Run the installer: " Visit your site in a web browser. You should be redirected to the installer page at /core/install.php."

  • Choose language:
    English
  • Choose profile:
    Minimal - Build a custom site without pre-configured functionality. Suitable for advanced users.
  • Set up database
  • Configure site:
    I used the settings from my Drupal 7 website.

June 19, 2020 – SUCCESS!  Created new Drupal 9 website and user number one

 

 

June 19, 2020, Module Inventory

Module inventory of the source site

It is important to understand how your existing Drupal 6 or Drupal 7 site is built before you start your upgrade to Drupal 8.

Identify the core and contributed modules that are enabled on your source Drupal 6 / 7 site. To do this, you can either look at the listed modules on the Modules admin page (Administer > Site building > Modules) or use the Available Updates page at admin/reports/updates.

Write down the complete list of modules enabled on your source site and use this as a checklist to plan your upgrade. For each module, answer the following questions:

  • Do I still need this module on Drupal 8?
  • Has the contributed module moved to Drupal 8 core? For example Views is now part of Drupal 8 core.
  • Does the contributed module have a Drupal 8 version available? If not, do I still need it? Are there other modules that I could use to achieve the same functionality?
  • Please note that the Drupal 6/7 modules do not necessarily map one to one to Drupal 8 modules. For example, the Block module in Drupal 6 and 7 was separated into the Block and Custom Block modules in Drupal 8.

Drupal 8 upgrade web user interface shows a summary of which modules can be automatically upgraded and which ones cannot. Refer to Upgrade using web browser page for more information on this analysis. You might also want to try the Upgrade Check module that uses an external service to give you a time estimate for the upgrade.

  • Write down all Drupal Modules that I currently use at: “Available Updates page at admin/reports/updates.”
    22 modules and one theme.

I created a table of all the modules and reviewed each one to see if would work.  Important to note that most Drupal 8 modules will work with Drupal 9.

Some notes about modules lost or that are important:

I did a lot of work to review all 22 modules and test how the work (or not work) in Drupal 9, but will not include all the details here.

 

 

Migration

Note that the directions for migration for Drupal 8 also work for migration to Drupal 9:

Upgrade using web browser: https://www.drupal.org/docs/upgrading-drupal/upgrade-using-web-browser#…

Make sure the following core modules are enabled on your Drupal 8 site:

  • Migrate
  • Migrate Drupal
  • Migrate Drupal UI

Install and enable the contributed modules on the Drupal 8 site for which you want to migrate configuration and content from the source site.

Define the source site

  • You can start the upgrade process by visiting the /upgrade path of your Drupal 8 site. If you get a Page not found error, verify you have enabled the 'Migrate Drupal UI' module.
  • Define the database connection details for your Drupal 6 / 7 source site. If your source site uses a database prefix, be sure to expand the Advanced options and provide the prefix.
  • Define public and private files directories of your source site so that files can be copied to your Drupal 8 site.
    See screenshot below.

Upgrade to Drupal 8 - defining source site

Preparation steps

  1. Make sure that access to the database for the old site is available from this new site.
  2. If the old site has private files, a copy of its files directory must also be accessible on the host of this new site.
  3. Enable all modules on this new site that are enabled on the old site. For example, if the old site uses the Book module, then enable the Book module on this new site so that the existing data can be imported to it.
  4. Do not add any content to the new site before upgrading. Any existing content is likely to be overwritten by the upgrade process. See the upgrade preparation guide.
  5. Put this site into maintenance mode. 

I acknowledge I may lose data. Continue anyway.

 

Years ago I had read that the process of migrating data and asset files was difficult, and I fully expected that I would fail. I was very pleased how easy the migration happen. Both data populated the database and files uses in the blog posts were moved by the migration modules that come in the Drupal 9 core (later learned of some missing files and one table of data).

  • 26 Modules will not be upgraded Modules will not be upgraded. These are the modules that I need to manually replace or decide to not use.
  1. admin_menu
  2. admin_menu_toolbar
  3. backup_migrate
  4. ckeditor
  5. clone
  6. cluetip
  7. colorbox
  8. fontyourface
  9. fontyourface_ui
  10. google_fonts_api
  11. googleanalytics
  12. insert
  13. libraries
  14. list
  15. megamenu
  16. menu_block
  17. menu_breadcrumb
  18. options
  19. pathauto
  20. shortcut
  21. tagadelic
  22. tagadelic_taxonomy
  23. token
  24. views
  25. webform
  26. webform_validation
  • 37 Modules will be upgraded Modules will be upgraded

Operating in maintenance mode. Go online.
Completed 64 upgrade tasks successfully
Error message
2 upgrades failed
Upgrade process not completed
Review the detailed upgrade log

Work done for today (Friday, June 19, 2020) was successful!!!

 

 

Sunday, June 21, 2020
The Next Step
Audit the Migration Assets!!

Confirm that attached files are up (this does look like it is successful) – images, PDF, HTML, videos. Check all folder and sub-folder found in: /sites/default/files

Only failure in migration found was the following: Folders and  a lot of images are missing from this folder: /sites/default/files/styles

Easy fix: Use Terminal and copy all the folders and images/sub-folders to from the Drupal 7 folders to the correct folder on the Drupal 9 folders.

cp -r|-R [-fHip] [--]  sourcedirectory... targetdirectory

Copying a directory to a directory (-r or -R must be used)  Copy a directory, including all its files and subdirectories, to another directory. R or r (recursive) – copy directories recursively. EXAMPLE: cp -R /home/nick/clients /home/nick/customers

 

 

Smiley

As part of the Sunday, June 21, 2020, audit of the migration assets, I found that the Smiley I used on very few blog posts were missing, and also that Smiley were not part of the default CKEditor.  CKEditor Smiley module failed with Drupal 9, plus I like the look of the old version of Smiley, so I uploaded the old versions. 

cryingcryingcrying

 

 

Sunday, June 21, 2020, Audit Content

  • Blog Posts

  • Comments (for blog posts)

  • Pages

  • Taxonomy (note that while the Taxonomy migrated successfully, I lost the tag cloud module that I used.)

  • Confirm that user friendly URLs migrated.

 

 

Started Monday, June 22, 2020
The Last Step
Audit Site Functionality!!

Tested all the modules that use regularly to build blog posts. Auditing site functionality, adjusting permissions, and building blog posts to test if everything works is what have been doing since June 22nd.

  • Add to ckeditor:
    color buttons https://www.drupal.org/project/colorbutton
    Colorbutton requires the plugin.js library.

  • Important to turn on:
    Field UI - Provides a user interface for the Field module.

  • Look at role permissions for Drupal 9 /admin/people/permissions and update based on what see in Drupal 7. 

  • Turn on modules: /admin/modules
            ◦  “Custom Block - Allows the creation of custom blocks and block types.”
            ◦ “Help - Manages the display of online help.
            ◦ “Options - Defines selection, check box and radio button widgets for text and numeric fields”
            ◦ “Telephone - Defines a field type for telephone numbers”

  • Create a search page

  • ColorBox slideshow

  • Admin Toolbar module

 

 

Long Night of Failure!!

After hours of failure and late night . . .

 

 

Success

 

 

 

 

 

 

 

 

Started Monday, July 6, 2020
Start Work On Sub-Theme (Child-Theme)
Still need to look at more functionalities, but decide to wait since some might be fixed for Drupal 9 at future date.

July 6, 2020, start to look at theming. I will need to build a child-theme and recreate all the CSS (Cascading Style Sheet) based on the Drupal 7 site. 

Goal: First confirm that old theme (Omega) will not work and then see if I can make Bootstrap look like my current Drupal 7 website.

Success in creating child-theme: sosAssociates Bootstrap (default theme)

 

 

SUCCESS!! Fix Missing Database Table!!

FOUND PROBLEM – TABLE WITH THE AUTHORS WAS MISSING!!

So pleased that I was able to export data from Drupal 7 database, and import the data into a new table I created in the Drupal 9 database!!!

 

Set up navigation and breadcrumbs:

 

Mega Menu failed, so try new menu system!! It failed and led to problem with Drupal.

 

4 am Saturday, July 11, 2020, found solution after all afternoon and evening failing on Friday, July 10th! I knew it had to be a simple solution, but did not know the solution until Saturday morning

 

 

PHP Memory Issue

Success updating Drupal Core after fix PHP memory issue.

 

 

 

 

Install “File Delete (D8)” module https://www.drupal.org/project/file_delete since I had problem deleting a file that I deleted from the node,

 

July 21-22, 2020
Start Theming the Sub-Theme!

https://www.websitedimensions.com/

CSS Breakpoints: where & how many?

You don’t need to write mediaqueries for every possible screen resolution. To keep things simple you could target four groups:

  • smaller than or equal to 768 px (smartphones)

  • larger than 768 px (small devices, tablets)

  • larger than 992 px (medium devices)

  • larger than 1200px (large devices)

Those are the breakpoints as used by the very popular Twitter Bootstrap framework.

 

 

From the Omaga Theme found the following settings:
    • DEFAULT (960PX) LAYOUT SETTINGS
    • NARROW LAYOUT
all and (min-width: 740px) and (min-device-width: 740px), (max-device-width: 800px) and (min-width: 740px) and (orientation:landscape)
    • NORMAL LAYOUT
all and (min-width: 980px) and (min-device-width: 980px), all and (max-device-width: 1024px) and (min-width: 1024px) and (orientation:landscape)
    • WIDE LAYOUT
all and (min-width: 1220px)

 

@media all and (max-width: 768px)
{

}

@media all and (min-width: 768px) and (min-device-width: 768px), (max-device-width: 800px) and (min-width: 768px) and (orientation:landscape)
{

}

@media all and (min-width: 992px) and (min-device-width: 992px), all and (max-device-width: 1024px) and (min-width: 1024px) and (orientation:landscape)
{

}

@media all and (min-width: 1200px)
{

}

JULY 22, 2020 – I don’t have the “add Google font with FontYourFace module” I need to add Google fonts
    • See: https://www.w3docs.com/snippets/css/how-to-import-google-fonts-in-css-f…
    • See https://fonts.google.com/ on how to add correctly.

Old Classes used in the Drupal 7 website.

<p class="rteleft">left</p>

<p class="rtecenter">center</p>

<p class="rteright">right&nbsp;</p>

<p class="rtejustify">justify</p>

<p class="rteindent1">increase indent 1</p>

<p class="rteindent2">increase indent 2&nbsp;</p>

<p class="rteindent3">increase indent 3</p>

<p class="rteindent4">increase indent 4</p>

 

 

 

IMPORTANT – Drupal 9 will not support PHP in content areas.  The solution I found for simple dates follows – use tokens → DONE JULY 22, 2020 – Install “Token Filter” module:
    • Token Filter is a very simple module to make token values available as an input filter.
    • https://www.drupal.org/project/token_filter
    • “Allows token values to be used as filters.”
How works to put copyright date in footer. This “<p>Copyright © 2001-2020 <a href="/">Stuart O. Smith, Jr. &amp; Associates.</a>All rights reserved.</p>” becomes this “Copyright © 2001-2020 Stuart O. Smith, Jr. & Associates. All rights reserved.
Examples https://www.drupal.org/node/1872412

 

 

 

 

 

JULY 26, 2020 - Learned something new!!
    • "CSS Basics: Using Multiple Backgrounds" via @chriscoyier on @css.
https://css-tricks.com/css-basics-using-multiple-backgrounds/
     
    • "CSS Multiple Backgrounds" via @w3_schools
https://www.w3schools.com/css/css3_backgrounds.asp
     

 

https://www.drupal.org/node/2216195
Differences from Drupal 7
There are six important differences compared to Drupal 7 for themers:
    1. The THEME.info.yml  file has replaced the  THEME.info file (with the same data).
    2. The stylesheets property (for adding CSS) in THEME.info has been removed and replaced by *.libraries.yml where `*` is the name of the theme or module.
    3. The scripts property (for adding JS) in THEME.info has been removed and also replaced by *.libraries.yml where `*` is the name of the theme or module.
    4. Only CSS, JS that is required on a page will be loaded. JQuery, for example is no longer automatically loaded unless explicitly specified in *.libraries.yml. If your theme requires jQuery or other assets you want to load on all pages, add them in *.libraries.yml. and then include library in the THEME.info.yml.
    5. In Drupal 7 libraries had to be defined using hook_library_info(). That has been replaced with *.libraries.yml file.
    6. In Drupal 8 drupal_add_css(), drupal_add_js() and drupal_add_library() were removed in favor of #attached

 

 

Solution was a css solution

 

JULY 29, 2020 AT 10:24 PM – SUCCESS!  All the CSS has been moved to the new site and most has been fixed to work the way I want.  Only slight tweaking left to do!!!

 

 

 

 

 

Broke website:

 

Celebrate!

 

See video “Creating a Contact Form in Drupal 8”     https://youtu.be/88a9TCLAjrE

Note that I had used Drupal Webform Module https://www.drupal.org/project/webform on my Drupal 7 site, but I had problems with it on Drupal 9.  It is more than I need so I just use the Drupal 9 contact form that comes in core. I really liked using Drupal Webform module when I was a Website Director, and would like to use it again for other projects.

 

IMPORTANT – by default Drupal 9 let new user create accounts:
    • CHECK MARK FOR Who can register accounts? Administrators only
    • Now no one try to become a user.

 

Install “reCAPTCHA”    https://www.drupal.org/project/recaptcha
    • “Requires: “CAPTCHA” https://www.drupal.org/project/captcha
(FYI, comes with “Image CAPTCHA” but I don’t turn this on.)

Turn on Comments for blog posts.

Turn on “Twig Debugger - Enables Twig Debugging for your website” module. (ALWAYS REMEMBER TO TURN OFF “Twig Debugger” WHEN DONE – AUGUST 6, 2020) https://www.drupal.org/docs/theming-drupal/twig-in-drupal/debugging-twi…

Set up Google Analytics by copying settings from Drupal 7 website to the Drupal 9 website.

 

 

sosAssociates.com renewed for 2 more years!

 

 

 

Finding FORM ID without installing module

Finding the Form ID is very easy no need to install modules

 Look for the ID in the "node-form" when you inspect the element. See: https://drupal.stackexchange.com/questions/5802/how-can-i-find-the-form…

 

Remember to compress all the CSS together and turn on all caching options to increase load speed. 

Add: “CKEditor Anchor Link - For Drupal 8 and 9” https://www.drupal.org/project/anchor_link

Read article HowTo: Use Colorbox Module in Drupal 8 By: Bikash, November 3 2018 https://opensenselabs.com/blog/tech/howto-use-colorbox-module-drupal-8

 

 

 

 

 

 

Install the “Insert” Module:https://www.drupal.org/project/insert
    • Insert: Assists in inserting files, images, or other media into the body field as well as other editor and text areas.
        ◦ Also, turn on: Insert Colorbox - Assists in inserting colorbox enhanced images or galleries into the body field as well as other editor and text areas.

Install “Editor Advanced Image” https://www.drupal.org/project/editor_advanced_image

 

 

<hr> tag

 

Style <hr> tag with CSS

In this post we will show you a few examples to style the <hr> html tag with css. The <hr> tag is used to add a horizontal line in a webpage, this line can be used to divide information or segments of your webpage.

<hr> tags by themselves are rather boring and ugly, that is why we can use some simple css techniques to add a bit of style to our lines. One thing you’ll want to add to each css rule, is setting the border property to 0, by doing this we are basically removing all borders of the current <hr> tag and starting with a blank canvas.

 

5. This line has a gradient line using linear-gradient as the background.


hr { 
  border : 0;
  height: 1px; 
  background-image: linear-gradient(to right, rgba(0, 0, 0, 0), rgba(0, 0, 0, 0.75), rgba(0, 0, 0, 0)); 
}

 

 

 

See great article: Style <hr> tag with CSS https://www.cssportal.com/blog/style-hr-tag-with-css/ from which I learned to create the following css:

/* 9/23/2020 Add HR (Horizontal Ruler/Line)  */
hr    {
margin-bottom: 20px;
margin-top: 20px;
padding:0;
border:none;
height:1px;
background-image: linear-gradient(to right, rgba(0, 0, 255, 0), rgba(0, 0, 255, 1), rgba(0, 0, 255, 0));
}


 

 

Remember, sometimes you just need to trust your instincts!!!

 

Drupal @font-your-face Module

September 13, 2020, remove block holding Google Fonts added by Drupal @font-your-face Module to pull in the Google Fonts. 

... I had used this:

<link href="https://fonts.googleapis.com/css2?family=Open+Sans:ital,wght@0,400;0,80…" rel="stylesheet" />
<link href="https://fonts.googleapis.com/css2?family=Aclonica&amp;display=swap" rel="stylesheet" />
<link href="https://fonts.googleapis.com/css2?family=Gudea:ital,wght@0,400;0,700;1,…" rel="stylesheet" />

but now use ...

https://www.drupal.org/project/fontyourface
8.x-3.3 Stable release covered by the Drupal Security Team released 13 August 2020
Requires Drupal: ^8 || ^9

Google Fonts added by Drupal @font-your-face Module
Enlarge Image

 

Learn more about website fonts in the following blog posts that I wrote:

 

 

Related Blog Posts

I normally end all my blog post with a list of related blog posts. Therefore, in addition to the three blog posts about fonts (immediately above this section), you might be interested in these blog posts about web development and how I use Twitter:

 

During the coronavirus crisis of 2020, I am writing this blog post along with other Social Distancing Blog Posts that you can read by clicking here. With COVID-19 closing venues and canceling events that my wife and co-blogger, Julie, and I normally frequent, we are writing these blog posts to acknowledge and be thankful for what we are able to participate in this year.

If you got to the bottom of this blog post, I hope you found some items of interest to you. Stay well!

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