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Installing

  • there are quite a few variations in web servers (Microsoft IIS, Apache, emerging "light" web servers) and hosting types (shared hosting, VPS, dedicated server, cloud computing)
  • upgrades need a strategy
    • backing up your site and how to revert if necessary
    • is your theme custom developed?
    • do you have custom modules?
      • how to upgrade modules and themes
    • are the contributed modules available for the new version of Drupal? 
    • staging server for testing and testing the upgrade again before running it again
    • putting your site offline, coordinating with everybody including site users, readers and maintainers
    • running the upgrade
  • upgrading can be done in several ways
    • SFTP and phpMyAdmin for shared hosts
    • using Wget/Curl + tar commands and MySQL at the command line
    • CVS checkouts of core and modules
  • using the upgrade as a chance to setup Drupal in a sustainable way
    • multi-site install instead of multiple installs?
    • moving modules into their proper places (sites/all/modules, sites/example.com/modules as appropriate)
  • things to check once the upgrade is complete
    • all content and Views are properly upgraded
    • internal and/or external documentation is updated?
    • admin/reports/status
    • permissions are assigned appropriately
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