This issue was originally created as a META to focus on improving the migrate UI but became side tracked after I posted a patch to implement some suggestions by yoroy. Work continued on that patch, and yoroy's call for a review (#13) of the UI was not done. Let's go back and review the UI and get agreement on the work to be done, creating child issues as needed.

That means that the patch here is postponed until there is agreement on that work and move it to a child issue.

Next Steps

  1. Add up to date screen shots
  2. Review the screens
  3. Make child issues
  4. Agree on changes listed:
  5. #2905222: Migrate UI: Initial Screen UX improvements
  6. #2905227: Migrate UI: Improve 'Review Upgrade' page UX

# Screenshots (9/24/2017 after source module patch)

Original Issue Summary
Screencast showing migrate workflows: https://drive.google.com/file/d/0B6xsrc5BVkagMjdrTHZ3R2o0YXM/view

Review & note further user interface refinements here…

CommentFileSizeAuthor
#42 screen_6.png22.81 KBheddn
#42 screen_5.png12.74 KBheddn
#42 screen_4.png89.14 KBheddn
#42 screen_3.png222.01 KBheddn
#42 screen_2.png59.07 KBheddn
#42 screen_1.png72.3 KBheddn
#30 usability_refinements_for_migrate_ui-2678638-30.patch5.19 KByogeshmpawar
#25 2678638-25.patch5.15 KBquietone
#25 interdiff-2678638-22-25.txt660 bytesquietone
#23 2678638-22.patch4.75 KBquietone
#22 interdiff-2678638-9-22.txt832 bytesquietone
#15 Drupal Upgrade | drupal 8.1.0-beta1 2016-03-03 11-18-59.png30.89 KBgábor hojtsy
#15 Are you sure? | drupal 8.1.0-beta1 2016-03-03 11-18-44.png54.37 KBgábor hojtsy
#15 Drupal Upgrade | drupal 8.1.0-beta1 2016-03-03 11-18-26.png96.4 KBgábor hojtsy
#15 Welcome to drupal 8.1.0-beta1 | drupal 8.1.0-beta1 2016-03-03 11-18-04.png24.83 KBgábor hojtsy
#15 Are you sure? | drupal 8.1.0-beta1 2016-03-03 11-17-46.png109.99 KBgábor hojtsy
#15 Drupal Upgrade | drupal 8.1.0-beta1 2016-03-03 11-17-17.png152.35 KBgábor hojtsy
#15 Drupal Upgrade | drupal 8.1.0-beta1 2016-03-03 11-16-47.png177.14 KBgábor hojtsy
#9 interdiff-2678638-5-9.txt927 bytesquietone
#9 2678638-9.patch4.51 KBquietone
#5 Areyousure.png7.28 KBquietone
#5 DrupalUpgrade.png31.16 KBquietone
#5 2678638-5.patch3.45 KBquietone
#2 upgrade-9-log.png266.32 KByoroy
#2 upgrade-8-log.png155.29 KByoroy
#2 upgrade-7-feedback.png130.66 KByoroy
#2 upgrade-6-progress.png172.52 KByoroy
#2 upgrade-5-are you sure.png66.8 KByoroy
#2 upgrade-4-are you sure.png72.98 KByoroy
#2 upgrade-3-credentials.png65.58 KByoroy
#2 upgrade-2-credentials.png56.81 KByoroy
#2 upgrade-1-start.png90.36 KByoroy

Comments

yoroy created an issue. See original summary.

yoroy’s picture

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yoroy’s picture

Issue summary: View changes

Upgrade an existing Drupal site (source site) by importing it into a new and empty Drupal 8 install (target site). See the upgrading handbook for more detailed information.

1. Back up the database for this target site. The import process will remove all existing configuration.
2. Make sure that the host for this target site can access the database for the source site.
3. If the source site has private files that need to be imported, a copy of the files directory must be accessible on the host this target site is on.
4. Enable all modules on this target site that are enabled on the source site. For example, if you have used the book module on the source site then you must enable the book module on this target site for that data to be available on this site.
5. Put this target site into maintenance mode.

Importing can take a long time. It is better to import from local copy of the source site instead of directly importing from the live site.

---

Above is already a bit of rewrite.

  • I think it would be helpful to consistently refer to a source and target site.
  • We have to be clear about importing vs. upgrading vs. migrating.
  • The book module example in 4 is unfortunate because that upgrade path is not available.
xjm’s picture

We should also fix this:
https://www.drupal.org/files/issues/Are%20you%20sure%3F%20%7C%20Hojtsy.h...

Are you sure? ARE YOU SURE?? ;)

quietone’s picture

Issue summary: View changes
StatusFileSize
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Patch with yoroy's suggestions in #3. I don't get the two 'are you sure' messages, so no fix for #4. It is already fixed?

quietone’s picture

Status: Active » Needs review

Status: Needs review » Needs work

The last submitted patch, 5: 2678638-5.patch, failed testing.

xjm’s picture

@quietone, well "Are you sure?" is also not a helpful title. :) So hopefully we can improve the string based on feedback from@yoroy or others. But @Gábor Hojtsy took that screenshot today I think.

quietone’s picture

StatusFileSize
new4.51 KB
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@xjm, yes, I wasn't looking at 'Are you sure' post a migration.

This patch should just fix the earlier error.

quietone’s picture

Status: Needs work » Needs review

Status: Needs review » Needs work

The last submitted patch, 9: 2678638-9.patch, failed testing.

heykarthikwithu’s picture

Assigned: Unassigned » heykarthikwithu
yoroy’s picture

Yeah, there's more than what I wrote in #3. The patches are appreciated, but would be good to first do a review of all the screens.

The screenshots I took are from Gabors screencast from a couple of weeks ago: #2281691: User interface for migration-based upgrades so may not be the most up to date version of the UI. If the UI has changed in the mean time we first need new screenshots :)

heykarthikwithu’s picture

Assigned: heykarthikwithu » Unassigned

would be good to first do a review of all the screens.

in the mean time we first need new screenshots :)

sure :)

gábor hojtsy’s picture

Current screenshots. Note that you don't actually need any D6 site. I shot these on simplytest.me. It will prefill your D8 DB credentials (feature of simplytest.me) and not find any upgrade of course matching Drupal 8 as source. All the screens are screenshottable anyway.

Note that there are two are-you-sures, one when you are about to perform an upgrade and one when you are about to roll back. The double are you sure screenshot was made with Bartik. It may be that Bartik and Seven display questions differently but its more likely minor string changes were made, so now it says "Upgrade analysis report" instead of the second are you sure, which I am not sure makes sense in that context either...

Version: 8.1.x-dev » 8.2.x-dev

Drupal 8.1.0-beta1 was released on March 2, 2016, which means new developments and disruptive changes should now be targeted against the 8.2.x-dev branch. For more information see the Drupal 8 minor version schedule and the Allowed changes during the Drupal 8 release cycle.

xjm’s picture

Version: 8.2.x-dev » 8.1.x-dev

Since the Migrate UI is alpha-experimental and new as of 8.1.x, this and other issues for it can be committed during the 8.1.x beta.

mikeryan’s picture

Note I've closed a bunch of old upgrade UX issues in the migrate_upgrade queue and linked them here - there may be some past discussions over there which are still relevant.

yoroy’s picture

Thank you @mikeryan.

yoroy’s picture

xjm’s picture

Title: Refinements for Migrate UI » [meta] Usability refinements for Migrate UI
Category: Task » Plan
Priority: Normal » Major
quietone’s picture

Status: Needs work » Needs review
StatusFileSize
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This patch removes the text 'upgrade analysis report' and changes 'Are you sure' to 'Are you sure you want to perform the upgrade'.

Since incremental migrations have been removed, there is no second 'Are you sure?'.

quietone’s picture

StatusFileSize
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It helps to upload the patch.

Status: Needs review » Needs work

The last submitted patch, 23: 2678638-22.patch, failed testing.

quietone’s picture

Status: Needs work » Needs review
StatusFileSize
new660 bytes
new5.15 KB

Forgot to update the test. Not sure about the other errors, they seem to be unrelated.

Version: 8.1.x-dev » 8.2.x-dev

Drupal 8.1.9 was released on September 7 and is the final bugfix release for the Drupal 8.1.x series. Drupal 8.1.x will not receive any further development aside from security fixes. Drupal 8.2.0-rc1 is now available and sites should prepare to upgrade to 8.2.0.

Bug reports should be targeted against the 8.2.x-dev branch from now on, and new development or disruptive changes should be targeted against the 8.3.x-dev branch. For more information see the Drupal 8 minor version schedule and the Allowed changes during the Drupal 8 release cycle.

Status: Needs review » Needs work

The last submitted patch, 25: 2678638-25.patch, failed testing.

The last submitted patch, 25: 2678638-25.patch, failed testing.

mikeryan’s picture

Issue tags: +Needs reroll
yogeshmpawar’s picture

Status: Needs work » Needs review
StatusFileSize
new5.19 KB

I have rerolled the patch for 8.2.x version.

manuel garcia’s picture

Issue tags: -Needs reroll
heddn’s picture

Can we update the IS with next steps and what this meta task plans to accomplish?

heddn’s picture

Title: [meta] Usability refinements for Migrate UI » Usability refinements for Migrate UI
Category: Plan » Task

I don't think this is a meta task, but we still need next actionable steps.

mikeryan’s picture

Status: Needs review » Needs work

Let's get an IS update before proceeding.

quietone’s picture

Title: Usability refinements for Migrate UI » [META] Usability refinements for Migrate UI
Issue summary: View changes
ifrik’s picture

I might have lost the overview of the scope of this issue, so appologies if this should be somewhere else.

Currently - in 8.3 - there seems to be only one "Are you sure?" page.. The user gets to that after clicking a button "Review upgrade" so a consistent page title would simply be "Upgrade review".

Version: 8.2.x-dev » 8.3.x-dev

Drupal 8.2.6 was released on February 1, 2017 and is the final full bugfix release for the Drupal 8.2.x series. Drupal 8.2.x will not receive any further development aside from critical and security fixes. Sites should prepare to update to 8.3.0 on April 5, 2017. (Drupal 8.3.0-alpha1 is available for testing.)

Bug reports should be targeted against the 8.3.x-dev branch from now on, and new development or disruptive changes should be targeted against the 8.4.x-dev branch. For more information see the Drupal 8 minor version schedule and the Allowed changes during the Drupal 8 release cycle.

mikeryan’s picture

Issue tags: +Migrate UI

Version: 8.3.x-dev » 8.4.x-dev

Drupal 8.3.6 was released on August 2, 2017 and is the final full bugfix release for the Drupal 8.3.x series. Drupal 8.3.x will not receive any further development aside from critical and security fixes. Sites should prepare to update to 8.4.0 on October 4, 2017. (Drupal 8.4.0-alpha1 is available for testing.)

Bug reports should be targeted against the 8.4.x-dev branch from now on, and new development or disruptive changes should be targeted against the 8.5.x-dev branch. For more information see the Drupal 8 minor version schedule and the Allowed changes during the Drupal 8 release cycle.

heddn’s picture

Reviewed in migrate weekly meeting. We *need* an IS update.

quietone’s picture

Assigned: Unassigned » quietone

All right, time to sort this one out.

heddn’s picture

Issue summary: View changes
Issue tags: -Needs issue summary update
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Reviewed this with @jjpoole today. We've updated the IS and added screenshots. Next step is to review the updated screenshots, any earlier feedback and open up child issues.

webchick’s picture

This would be a great thing to take to the weekly usability meeting in #ux on drupal.slack.com. It happens every Tuesday at 2pm Pacific time (https://time.is/compare/vancouver for your timezone). It's a meeting dedicated to getting design/usability feedback on core patches.

heddn’s picture

Issue summary: View changes
webchick’s picture

Issue tags: +Migrate critical

I believe this is the only issue stopping Migrate UI from being marked stable, so tentatively tagging as a Migrate critical. Sorry if this is not the right approach.

yoroy’s picture

I feel bad about this issue because my review was all over the place and I never did the breakdown into separate, actionable issues. That is indeed what to do now.

heddn’s picture

Issue summary: View changes

@yoroy and others, I did a walk through of these pages in #42 with a UX designer I work with at Acro Media. As a result, we considered that #2905222: Migrate UI: Initial Screen UX improvements and #2905227: Migrate UI: Improve 'Review Upgrade' page UX should be opened as follow-ups. If you agree/disagree, feel free to add comments in those child issues. I've also updated the IS to reflect those two tasks as the actionable next steps.

jjpoole’s picture

Yes, the process as a whole is pretty solid and straightforward. Mostly it just need some clear language (text, labels, buttons, etc). Those two child issues should get us to a good position.

heddn’s picture

The children of this are now officially the blockers for marking this module beta and eventually stable: #2905491: Mark Migrate Drupal UI as stable

heddn’s picture

The children of this issue are blockers to #2905491: Mark Migrate Drupal UI as stable

xjm’s picture

Category: Task » Plan
Status: Needs work » Active
Issue tags: -Migrate critical

The individual children of this issue should be marked as critical, but the plan for tracking them can be major. Per @heddn we have all the actionable steps split out into issues now.

quietone’s picture

Assigned: quietone » Unassigned

Unassigning myself.

Version: 8.4.x-dev » 8.5.x-dev

Drupal 8.4.4 was released on January 3, 2018 and is the final full bugfix release for the Drupal 8.4.x series. Drupal 8.4.x will not receive any further development aside from critical and security fixes. Sites should prepare to update to 8.5.0 on March 7, 2018. (Drupal 8.5.0-alpha1 is available for testing.)

Bug reports should be targeted against the 8.5.x-dev branch from now on, and new development or disruptive changes should be targeted against the 8.6.x-dev branch. For more information see the Drupal 8 minor version schedule and the Allowed changes during the Drupal 8 release cycle.

heddn’s picture

Status: Active » Fixed

All children issue except for #2853708: Make a status report page for Migrate UI with links to incremental migrations/rollbacks/etc. are closed. I'm going to mark this as fixed as this is no longer an active meta. Thanks everyone for their fine work on UX improvements.

Status: Fixed » Closed (fixed)

Automatically closed - issue fixed for 2 weeks with no activity.