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--- | ||
name: Launch - Analytics | ||
about: Checklist of analytics related tasks to complete for a site launch. | ||
title: '' | ||
labels: '' | ||
assignees: '' | ||
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--- | ||
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Please check off line-items as they are completed and leave notes if necessary. | ||
If an item is not relevant to this project, [strike it out](https://docs.github.com/en/github/writing-on-github/basic-writing-and-formatting-syntax#styling-text) | ||
(e.g. `~~Not relevant item~~`) or remove it. If child tickets are created for | ||
any line-item, please update this description to include references to them. | ||
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- [ ] Configure Google Tag Manager if applicable. | ||
- [ ] Configure Google Analytics or your analytics tool of choice. | ||
- [ ] Verify analytics tools are only reporting from the production environment or reporting separately depending on requirements. |
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--- | ||
name: Launch - Development | ||
about: Checklist of development related tasks to complete for a site launch. | ||
title: '' | ||
labels: '' | ||
assignees: '' | ||
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--- | ||
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Please check off line-items as they are completed and leave notes if necessary. | ||
If an item is not relevant to this project, [strike it out](https://docs.github.com/en/github/writing-on-github/basic-writing-and-formatting-syntax#styling-text) | ||
(e.g. `~~Not relevant item~~`) or remove it. If child tickets are created for | ||
any line-item, please update this description to include references to them. | ||
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- [ ] Verify that the mapping in `sites.php` supports the production domain. | ||
- [ ] Verify that PHP error messages are suppressed. | ||
- [ ] Disable database logging for production. | ||
- [ ] Enable syslog for production. | ||
- [ ] Verify that config splits are enabled/disabled appropriately in all environments. | ||
- [ ] Check logs for recurring PHP notices/warnings/errors. | ||
- [ ] Fix recurring issues found in the site logs. | ||
- [ ] Check the browser console for recurring errors. | ||
- [ ] Fix recurring issues found in the browser console. | ||
- [ ] Verify that Stage File Proxy is disabled on PROD. | ||
- [ ] Enable and configure Stage File Proxy for non-production environments. | ||
- [ ] Verify that config exports and imports cleanly. | ||
- [ ] Verify that the config check tooling is enabled in Tugboat. | ||
- [ ] Determine the necessary cron frequency. | ||
- [ ] Validate that a cron trigger is configured and the frequency is acceptable. | ||
- [ ] [Disable Drupal system cron](https://www.drupal.org/docs/administering-a-drupal-site/cron-automated-tasks/cron-automated-tasks-overview#s-disabledrupal-cron). | ||
- [ ] Verify that the deployment process works. | ||
- [ ] Verify that Drupal's status report page is clear of issues. | ||
- [ ] Verify that migrations are complete. | ||
- [ ] Configure field help/descriptive text. | ||
- [ ] Optimize media creation/referencing experience. | ||
- [ ] Verify that meta tags & JSON-LD are configured. | ||
- [ ] Verify that images are being served in an efficient manner. | ||
- [ ] Verify that no API keys or sensitive credentials are stored in code. | ||
- [ ] Determine if "helper" node types and/or taxonomy term pages should appear and hide or block access as needed. | ||
- [ ] Verify that alias patterns and updates/redirects are working correctly. | ||
- [ ] Verify that `$settings['hash_salt']` is set. | ||
- [ ] Verify that `$settings['update_free_access'] = FALSE;` is set. | ||
- [ ] Verify that `$settings['omit_vary_cookie']` is configured correctly. | ||
- [ ] Verify that `$settings['file_public_path']` and file_private_path are configured correctly. | ||
- [ ] Confirm that the 404 page is working and styled as expected. | ||
- [ ] Verify that `$settings['reverse_proxy_*']` configuration is set correctly if a CDN or reverse-proxy is being used. | ||
- [ ] Run performance tests with a tool such as Calibre, Lighthouse, or PageSpeed Insights and fix the issues and/or log post launch tickets. |
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--- | ||
name: Launch - Final | ||
about: Final checklist of tasks to complete before a site launch. | ||
title: '' | ||
labels: '' | ||
assignees: '' | ||
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--- | ||
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Please check off line-items as they are completed and leave notes if necessary. | ||
If an item is not relevant to this project, [strike it out](https://docs.github.com/en/github/writing-on-github/basic-writing-and-formatting-syntax#styling-text) | ||
(e.g. `~~Not relevant item~~`) or remove it. If child tickets are created for | ||
any line-item, please update this description to include references to them. | ||
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## Migration | ||
- [ ] Confirm that the content migration is complete. | ||
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## Account Management | ||
- [ ] Set expectations for post-launch support. | ||
- [ ] Determine what our next engagement will look like. | ||
- [ ] How long will the team continue working under the current engagement after launch? | ||
- [ ] What bugs will we fix after launch without incurring cost? | ||
- [ ] What PTO or resourcing shifts does the client need to be aware of? | ||
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## General | ||
- [ ] Validate that initial QA is complete. | ||
- [ ] Validate that all content has been entered/updated. | ||
- [ ] Set expectations with the client about what will happen on launch day. | ||
- [ ] Determine if the launch date is still feasible given the results of QA. | ||
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## Project Management | ||
- [ ] Validate that all development work is complete and notify the client. | ||
- [ ] Determine and communicate the expectations we have of the client prior to launch. | ||
- [ ] Validate that all parties are clear on what will and will not be going live at launch. | ||
- [ ] Plan project close actions. | ||
- [ ] Document process for denoting launch blocker bugs. | ||
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## Launch Prep | ||
- [ ] Create a roll-back plan. | ||
- [ ] Notify the devops team and confirm they understand what needs to occur. | ||
- [ ] Create an ordered checklist and timeline. | ||
- [ ] Determine who will make the go/no-go call for launch. | ||
- [ ] Determine who will decide if a roll-back is needed. | ||
- [ ] Determine who manages DNS and confirm they will be available to update the entries for launch. | ||
- [ ] Lower DNS TTL to ensure quick propagation on launch day. | ||
- [ ] Verify that `robots.txt` is configured to allow traffic to the production site (i.e. remove any changes that were made for development). | ||
- [ ] Verify that users of the site are aware of the cut-over time/plan. | ||
- [ ] Create a calendar invite with a video call link that can be shared with everyone who is involved with the launch. | ||
- [ ] Verify that user accounts have been migrated or recreated, and that users have access they need. | ||
- [ ] Validate that bug fixes are complete or will be completed on time. | ||
- [ ] Confirm that the final QA is complete. | ||
- [ ] Confirm that we have launch approval from the needed stakeholders. | ||
- [ ] Implement a code freeze state and communicate this with the team. | ||
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## Launch Day | ||
- [ ] Let the client know when the launch process begins. | ||
- [ ] Disable HTTP Authorization if applicable. | ||
- [ ] Update DNS entries. | ||
- [ ] Update SSL certs as needed. | ||
- [ ] Test the site manually for large obvious issues. | ||
- [ ] Run through the previously created test plan. |
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--- | ||
name: Launch - Hosting | ||
about: Checklist of hosting related tasks to complete for a site launch. | ||
title: '' | ||
labels: '' | ||
assignees: '' | ||
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--- | ||
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Please check off line-items as they are completed and leave notes if necessary. | ||
If an item is not relevant to this project, [strike it out](https://docs.github.com/en/github/writing-on-github/basic-writing-and-formatting-syntax#styling-text) | ||
(e.g. `~~Not relevant item~~`) or remove it. If child tickets are created for | ||
any line-item, please update this description to include references to them. | ||
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- [ ] Determine who will provide the SSL certificate. | ||
- [ ] Setup HTTPS and test the SSL certificate. | ||
- [ ] Setup SSL certificate reminders. | ||
- [ ] Verify that the web server instance size is large enough. | ||
- [ ] Verify that HTTP/2 is enabled. | ||
- [ ] Configure redirects from www to the base URL (or vice-versa). | ||
- [ ] Create and test redirect rules. | ||
- [ ] Create and test reverse-proxy rules. | ||
- [ ] Verify that asset compression is enabled. | ||
- [ ] Determine who is responsible for the DNS and what needs to happen and when. | ||
- [ ] Determine who is responsible from the hosting provider. What do they need from us to deliver when and how we want them to? | ||
- [ ] Determine who is responsible from the client’s IT team. Security team? What do they need from us to deliver when and how we want them to? |
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--- | ||
name: Launch - Performance | ||
about: Checklist of performance related tasks to complete for a site launch. | ||
title: '' | ||
labels: '' | ||
assignees: '' | ||
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||
--- | ||
|
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Please check off line-items as they are completed and leave notes if necessary. | ||
If an item is not relevant to this project, [strike it out](https://docs.github.com/en/github/writing-on-github/basic-writing-and-formatting-syntax#styling-text) | ||
(e.g. `~~Not relevant item~~`) or remove it. If child tickets are created for | ||
any line-item, please update this description to include references to them. | ||
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- [ ] Enable Drupal Page caching if applicable. | ||
- [ ] Enable Drupal Big Pipe caching if needed. | ||
- [ ] Verify that custom render array cache metadata is set and tested. | ||
- [ ] Determine if CSS/JavaScript aggregation should be enabled. | ||
- [ ] Verify that development related services are disabled (e.g. development.services.yml) | ||
- [ ] Verify Redis connectivity and Redis is used for caching. | ||
- [ ] Verify that Redis is using the correct cache prefix if applicable. | ||
- [ ] Configure and test the CDN if applicable. | ||
- [ ] Verify the CDN is serving HITs if applicable. | ||
- [ ] Verify Varnish is serving HITs if applicable. | ||
- [ ] Configure and test the load balancer if applicable. |
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--- | ||
name: Launch - Planning | ||
about: Checklist of initial planning related tasks to complete for a site launch. | ||
title: '' | ||
labels: '' | ||
assignees: '' | ||
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--- | ||
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Please check off line-items as they are completed and leave notes if necessary. | ||
If an item is not relevant to this project, [strike it out](https://docs.github.com/en/github/writing-on-github/basic-writing-and-formatting-syntax#styling-text) | ||
(e.g. `~~Not relevant item~~`) or remove it. If child tickets are created for | ||
any line-item, please update this description to include references to them. | ||
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||
- [ ] Determine when/if a content freeze should occur. | ||
- [ ] Determine who is responsible for entering/updating content and when that will occur. | ||
- [ ] Determine launch date and time. | ||
- [ ] Determine production domain. | ||
- [ ] Determine if any existing traffic needs to be proxied or redirected. | ||
- [ ] Determine how redirects will be handled if they are needed. | ||
- [ ] Determine where the starting database will come from. | ||
- [ ] Determine who manages DNS. | ||
- [ ] Determine the caching strategy. | ||
- [ ] Take screenshots of "before" site. | ||
- [ ] Add site to [web.archive.org](http://web.archive.org/). | ||
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## QA Process | ||
- [ ] Determine if a QA site is needed. | ||
- [ ] Confirm that `robots.txt` or the corresponding HTTP header is configured to block traffic to the QA site. | ||
- [ ] Implement password protection with HTTP Authorization if required. | ||
- [ ] Verify that proper testing API keys are configured if needed. |
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--- | ||
name: Launch - Post Launch | ||
about: Checklist of tasks to complete after a site launch. | ||
title: '' | ||
labels: '' | ||
assignees: '' | ||
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--- | ||
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Please check off line-items as they are completed and leave notes if necessary. | ||
If an item is not relevant to this project, [strike it out](https://docs.github.com/en/github/writing-on-github/basic-writing-and-formatting-syntax#styling-text) | ||
(e.g. `~~Not relevant item~~`) or remove it. If child tickets are created for | ||
any line-item, please update this description to include references to them. | ||
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## Development | ||
- [ ] Monitor site log for errors. | ||
- [ ] Verify caching is working as intended. | ||
- [ ] Verify analytics is reporting as expected. | ||
- [ ] Run performance tests with a tool such as Calibre, Lighthouse, or PageSpeed Insights to confirm the site performs as expected. | ||
- [ ] Update Stage File Proxy origin URL configuration to point to the production domain (e.g. $config['stage_file_proxy.settings']['origin']). | ||
- [ ] Confirm that third party integrations are working as expected. | ||
- [ ] Add site to [updown.io](https://updown.io) uptime monitoring. | ||
- [ ] Disable migration related modules and source database connectivity as applicable. | ||
- [ ] Configure Sentry if applicable. | ||
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## Ongoing Process | ||
- [ ] Update automated or manual tests to point to the new production domain. | ||
- [ ] Determine if the git branching strategy, merging rules, or any development workflows should be adjusted. | ||
- [ ] Update QA environments to pull databases from the new production site. | ||
- [ ] Update or create database backup scripts to backup the production site. |
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--- | ||
name: Launch - QA | ||
about: Checklist of QA related tasks to complete for a site launch. | ||
title: '' | ||
labels: '' | ||
assignees: '' | ||
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||
--- | ||
|
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Please check off line-items as they are completed and leave notes if necessary. | ||
If an item is not relevant to this project, [strike it out](https://docs.github.com/en/github/writing-on-github/basic-writing-and-formatting-syntax#styling-text) | ||
(e.g. `~~Not relevant item~~`) or remove it. If child tickets are created for | ||
any line-item, please update this description to include references to them. | ||
|
||
- [ ] Create a testing plan with milestones, impacts of missing key dates, how unknowns will be handled, etc and share it with all stakeholders. | ||
- [ ] Determine who is testing and what they are testing. | ||
- [ ] Determine how testing results are tracked. | ||
- [ ] Determine how the impacts of QA bugs will affect the launch date. | ||
- [ ] Reference the [Chromatic testing plan](https://docs.google.com/document/d/1l0TA64OII2yu8DICWu-sFvE_MgBPoW3zXQn9VUQQKVY/edit#). | ||
- [ ] Document supported browsers. | ||
- [ ] Include expected functionality. | ||
- [ ] Document A11y requirements. | ||
- [ ] Communicate that the QA phase has officially begun. |
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--- | ||
name: Launch - Security | ||
about: Checklist of security related tasks to complete for a site launch. | ||
title: '' | ||
labels: '' | ||
assignees: '' | ||
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--- | ||
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Please check off line-items as they are completed and leave notes if necessary. | ||
If an item is not relevant to this project, [strike it out](https://docs.github.com/en/github/writing-on-github/basic-writing-and-formatting-syntax#styling-text) | ||
(e.g. `~~Not relevant item~~`) or remove it. If child tickets are created for | ||
any line-item, please update this description to include references to them. | ||
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- [ ] Consider installing & configuring the [SecKit module](https://www.drupal.org/project/seckit). | ||
- [ ] Verify that development related accounts/passwords have been reset or removed. | ||
- [ ] Verify that proper permissions are set on `settings.php` and `services.yml` files. | ||
- [ ] Confirm that development modules are disabled on production (e.g. `kint`, `devel_generate`, `devel`, etc). | ||
- [ ] Verify that `$settings['trusted_host_patterns']` is configured. | ||
- [ ] Verify that database updates via the UI are disabled (`$settings['update_free_access'] = FALSE;`). |
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