--- title: "Checklist for migrating your sites to Site Factory" date: "2024-02-14T06:18:38+00:00" summary: "Streamline your Site Factory migration with our comprehensive checklist. From development processes to performance optimization, ensure a smooth transition for your websites with expert-curated tasks and best practices." image: type: "page" url: "/site-factory/checklist-migrating-your-sites-site-factory" id: "687ce125-611e-4d27-bfbf-8a6bd0eb3099" --- As you prepare to [migrate your websites](/site-factory/migrate) into Site Factory, Acquia has identified a common list of tasks to consider as part of your initial sprint _(Sprint 0)_ planning. Although the activities described on this page are not a complete list, the following task groupings can help you to identify the work that is necessary for a successful launch, and also identify the tools that can assist you: * [Setting up development processes](#setting-up-development-processes) * [Platform infrastructure and workflow management](#platform-infrastructure-and-workflow-management) * [Platform base architecture](#platform-base-architecture) * [Platform administration](#platform-administration) * [User roles, permissions, and accounts](#user-roles-permissions-and-accounts) * [Global and base theming](#global-and-base-theming) * [Global components](#global-components) * [Editorial and content workflows](#editorial-and-content-workflows) * [Social media](#social-media) * [Forms](#forms) * [Security](#security) * [Performance](#performance) * [Next steps](#next-steps) Setting up development processes --------------------------------   Summary Description □ Code repository creation and access Create a private GitHub repository to serve as the canonical repository, and provide push and pull access as needed □ Grant developer access to environment Provide the technical team with all needed tool and account access □ Define configuration management strategy Identify a [configuration management strategy definition](/acquia-cloud-platform/help/93051-configuration-management-drupal-89 "Configuration management in Drupal 8/9"), which may include features, CMI, config split, custom modules, and scripts □ Implement configuration management framework Technical implementation of configuration management strategy □ Define deployment and release strategy Define [deployment and release workflow](/acquia-cloud-platform/help/92771-creating-releases-and-deploying-code-acquia-cloud "Creating releases and deploying code on Acquia Cloud") and communication plans □ Implement deployment strategy Technical implementation of deployment and release automation □ Configure local development environment and virtual machines Configure a standard local development environment and virtual machines (VMs) □ Define development workflow Define a code workflow, including `git flow`, a branching strategy, and code review process definitions □ Document developer onboarding and configuration Document the development team’s configuration, local environments, development processes, and tool installation □ Configure Site Factory environment Initial deployment of base profile to Site Factory □ Define environment access and governance Define roles and responsibilities on all technical environments, including the Site Factory Management Console, Site Factory code repository, and GitHub repository Platform infrastructure and workflow management -----------------------------------------------   Summary Description □ Configure continuous integration Set up continuous integration using a tool such as TravisCI or Pipelines □ Automate deployments Configure end-to-end automation with Pipelines, TravisCI, and GitHub □ Install platform configuration management helper modules Identify and develop needed configuration management tools □ Set up automated testing Set up a base Behat and PHPunit configuration for local and continuous integration testing Platform base architecture --------------------------   Summary Description □ Create master website profile Create the initial master profile □ Configure master profile Install modules needed by all websites on your platform □ Follow security and performance best practices Install and enable security-related modules (such as [Shield](http://drupal.org/project/shield), [Security Kit](https://www.drupal.org/project/seckit), and [Fast 404](https://www.drupal.org/project/fast_404)), and configure environment-specific overrides for local and non-production environments □ Create testing modules for development and QA Create any needed modules for environment-specific testing and quality assurance □ Create configuration management directory Create writable directories for importing configuration values, as described in [Configuration management directory](/site-factory/migrate#acsf-config-mgmt-directory) □ Define demo content strategy Determine requirements and evaluate solutions to deploy dependent content bundled with configuration, facilitate automated testing, and demonstrate platform functionality □ Develop modules for demo content Develop modules to provide demo content, and integrate the modules into builds and deployments □ Define platform overrides strategy Determine the strategy for configuration management overrides; evaluate solutions available in contributed modules and custom development, and evaluate the risk of technical debt □ Configure roles and permissions in configuration management Configure the roles and permissions to be managed by configuration management; modify features and other configuration accordingly □ Develop platform override solutions Create custom modules to provide default configuration that builders of individual websites may override, and configure the modules to override the default configuration of contributed modules when necessary Platform administration -----------------------   Summary Description □ Define Site Factory site groups Define and create Site Factory site groups and site collections based on your website rollout strategy □ Create new platform website Perform the technical tasks needed to create an initial Site Factory website using the master profile □ Deploy platform updates Identify technical strategies and perform tasks for platform updates, such as configuring Site Factory [hooks](/site-factory/extend/hooks) User roles, permissions, and accounts -------------------------------------   Summary Description □ Create platform administration roles Create platform user roles for [Platform administrator](/site-factory/manage/users/admin/platform-admin), [Site Builder](../manage/users/admin/site-builder.html), _Content Administrator_, _Content Editor_, _Anonymous User_, and _Authenticated User_ □ Create website administrator roles Create website roles for _Site Administrator_, _Content Administrator_, _Content Editor_, _Anonymous User_, and _Authenticated User_ □ Create user accounts on the Site Factory Management Console Define and assign roles to users in the Site Factory Management Console □ Create platform user accounts Create platform user accounts □ Create Drupal website users Create Drupal website accounts □ Configure user profile management Enable users to change their account passwords and email addresses □ Test example features and content in new website Confirm example features and content display properly in a new website Global and base theming -----------------------   Summary Description □ Define platform base theme Select and implement a base theme, such as [Bootstrap](https://www.drupal.org/project/bootstrap) □ Create custom platform sub-theme Create a default sub-theme for the platform to extend the base theme □ Define and configure a platform administration theme Select, configure, and implement the theme to be used in the Drupal administration area of websites on your platform □ Configure front-end build tools for continuous integration Configure tools for continuous integration, such as [Yarn](https://yarnpkg.com/en/) or [Gulp](https://gulpjs.com/) □ Define global theme regions Determine and identify all the global theme regions implied in the wireframes □ Define themed layout of pages Define the essential layout for all pages on the website with minimal theming □ Provide theme assets Provide assets used in wireframing necessary for theme development, such as logos, images, icon fonts, color palettes, and fonts □ Theme base HTML elements Define the styling for base text, base headings, list types, and tables □ Identify external libraries for base theme Identify and implement external libraries for features in your base theme, such as [Responsive Menus](https://www.drupal.org/project/responsive_menus) or [Modernizr](https://www.drupal.org/project/modernizr) □ Configure platform libraries Configure platform libraries in the build and deployment process □ Create page layout grid with 12-column layout Develop the 12-column grid for basic page layouts to match the wireframes □ Define a style guide Identify tools for developing and managing a style guide, and implement a default style guide □ Establish browser breakpoints Identify browser breakpoints to ensure optimum display for the devices that your theming is intended to support, while remaining cost-effective to maintain □ Identify fonts and assets for global theme Add required fonts and assets to the style guide and default theme □ Style major blocks Create default and mobile styling for the major blocks, such as the main menu navigation block and menu links block □ Style the footer and its blocks Create default regions and theme blocks in the footer, including footer menus □ Configure Browsersync for browser testing Configure [Browsersync](https://browsersync.io/), including Gulp tasks and any needed modifications to your build and deployment process Global components -----------------   Summary Description □ Theme header contents Theme common header contents, such as the main menu, logo, and contact information □ Theme form elements Theme common form elements, such as buttons, text areas, and check boxes Editorial and content workflows -------------------------------   Summary Description □ Develop content moderation workflows Develop content moderation workflows, including the ability to save drafts and send content for approval before publication Social media ------------   Summary Description □ Create social media integrations Identify social media platforms to integrate with and select the appropriate icons for display Forms -----   Summary Description □ Install dependencies for forms Install and configure modules, such as [Webform](http://drupal.org/project/webform) Security --------   Summary Description □ Verify the security of anonymous user data Ensure there is no collection of anonymous user or session information □ Implement and enforce SSL Enforce SSL both on Site Factory and all external services that integrate with it Performance -----------   Summary Description □ Identify CDN strategy Determine your content delivery network (CDN) strategy, and migrate assets to it □ Configure Varnish® management Configure cache tags and reactive purging of Varnish to improve the display of recent content while preserving website performance □ Enforce CSS and JavaScript best practices Ensure that CSS files are aggregated and JavaScript files are minified □ Enforce Drupal caching best practices Configure Drupal’s core caching capabilities □ Configure Memcache Determine if Memcache is appropriate for your platform, and configure cache bins if so □ Implement performance and scalability improvements Perform page load and performance benchmarking, and implement needed improvements □ Test traffic using a load test environment Use load test environments to create an isolated deployment of the production environment infrastructure. Next steps ---------- After reviewing this checklist, see [Executing a migration into Site Factory](/site-factory/migrate/execute).