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CiviCRM Launch Checklist » History » Version 6

Jon Goldberg, 12/24/2021 07:50 PM

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{{last_updated_at}} by {{last_updated_by}}
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# CiviCRM Launch Checklist
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* [Megaphone Monitoring](https://github.com/MegaphoneJon/com.megaphonetech.monitoring) extension is installed.
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* Checksum expiration has been discussed with the client, and ideally set to 90 days if applicable.
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* (Classic Authorize.net, not using the authnet extension): Authorize.Net postback URL is set (if recurring contributions are enabled)
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* (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
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* Certain scheduled jobs are turned on. Always enable the following, and others on a component-by-component basis:
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 * Clean-up Temporary Data and Files
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 * Check bounces
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 * Disable expired relationships
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 * Rebuild Smart Group Cache
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* Final payment processor is enabled on all contribution/event pages, dummy processor is disabled
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* Bounce address is set and tested
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* If the bounce address is GMail, filters to avoid bounces being classified as spam are added (see [here](http://wiki.civicrm.org/confluence/display/CRMDOC/Step-by-step+Return+Channel+on+Drupal+-+Google+Apps+-+CentOS))
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* SPF records are added/tested (Unnecessary with Amazon SES: See [here](http://docs.aws.amazon.com/ses/latest/DeveloperGuide/spf.html))
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* PTR record exists
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* Default organization name/address is filled in
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* "View public CiviMail content" permission is turned on for anonymous users.
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* Geocoding is turned on
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* Geocoding scheduled job has parameters set (if enabled): geocoding = 1, optionally parse = 1, throttle = 1
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* Outbound mail settings are tested
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* 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.
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* [Households are disabled](http://civicrm.stackexchange.com/a/57/12) if unused
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* Mailing header and footer are disabled (assuming the required tokens are in the mailing template)
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* 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.
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* domain is set on the loopback, 127.0.0.1, if possible. This might affect the CiviCRM News dashlet.
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* Determine that there's an adequate backup regimen (esp. for inherited sites)
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* 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`.
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* 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.
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* Set the "canonical site" value for the test/dev sites in crm.megaphonetech.com.
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* Maintenance/support contracts in place if needed