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CiviCRM Launch Checklist¶

• Table of contents
• CiviCRM Launch Checklist

• Megaphone Monitoring extension is installed.
• AuthX is disabled for basic auth with cv api4 Setting.set '{"values":{"authx_header_cred":""}}' (see #7804).
• Enable advanced logging if desired
• Database tables are all collated with UTF8MB4 (especially inherited sites)
• Checksum expiration has been discussed with the client, and ideally set to 90 days if applicable.
• (Classic Authorize.net, not using the authnet extension): Authorize.Net postback URL is set (if recurring contributions are enabled)
• (Classic Authorize.net, not using the authnet extension): Ensure Auth.Net isn't sending its own receipt (unless desired): https://support.authorize.net/authkb/index?page=content&id=A54&actp=LIST
• Certain scheduled jobs are turned on. Always enable the following, and others on a component-by-component basis:
  • Clean-up Temporary Data and Files
  • Check bounces
  • Disable expired relationships
  • Rebuild Smart Group Cache
• Final payment processor is enabled on all contribution/event pages, dummy processor is disabled
• Bounce address is set and tested
• If the bounce address is GMail, filters to avoid bounces being classified as spam are added (see here)
• SPF records are added/tested (Unnecessary with Amazon SES: See here)
• PTR record exists
• Default organization name/address is filled in
• "View public CiviMail content" permission is turned on for anonymous users.
• Geocoding is turned on
• Geocoding scheduled job has parameters set (if enabled): geocoding = 1, optionally parse = 1, throttle = 1
• Outbound mail settings are tested
• Ensure that all donation pages notify a person on staff when a donation is made (or confirm this isn't wanted). You can either CC the receipt, or set notifications at the profile level.
• Households are disabled if unused
• Mailing header and footer are disabled (assuming the required tokens are in the mailing template)
• Check Drupal permissions to ensure that administrator role has all permissions - especially if non-default modules (CiviCampaign, CiviPledge, CiviGrant) were enabled, or an upgrade happened between the start of the project and launch.
• domain is set on the loopback, 127.0.0.1, if possible. This might affect the CiviCRM News dashlet.
• Determine that there's an adequate backup regimen (esp. for inherited sites)
• Ensure the PHP and MySQL timestamps match. With Wordpress, do NOT use this. Instead set: wp option set timezone_string America/New_York. Note that this must be done per-site on multi-site: wp --url=http://example.org/site2 option set timezone_string America/New_York.
• Also: This does NOT fix wp-cli, so use wget for cron, or better yet, use the patched civicrm.php that I have in the wp-cli git package.
• Set the "canonical site" value for the test/dev sites in crm.megaphonetech.com.
• Maintenance/support contracts in place if needed