CiviCRM Launch Checklist » History » Version 7
Jon Goldberg, 03/08/2022 04:08 PM
| 1 | 1 | Jon Goldberg | {{last_updated_at}} by {{last_updated_by}} |
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| 2 | # CiviCRM Launch Checklist |
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| 4 | {{>toc}} |
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| 6 | 2 | Jon Goldberg | * [Megaphone Monitoring](https://github.com/MegaphoneJon/com.megaphonetech.monitoring) extension is installed. |
| 7 | 7 | Jon Goldberg | * Database tables are all collated with UTF8MB4 (especially inherited sites) |
| 8 | 3 | Jon Goldberg | * Checksum expiration has been discussed with the client, and ideally set to 90 days if applicable. |
| 9 | 5 | Jon Goldberg | * (Classic Authorize.net, not using the authnet extension): Authorize.Net postback URL is set (if recurring contributions are enabled) |
| 10 | * (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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| 11 | 1 | Jon Goldberg | * Certain scheduled jobs are turned on. Always enable the following, and others on a component-by-component basis: |
| 12 | * Clean-up Temporary Data and Files |
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| 13 | * Check bounces |
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| 14 | * Disable expired relationships |
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| 15 | * Rebuild Smart Group Cache |
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| 16 | * Final payment processor is enabled on all contribution/event pages, dummy processor is disabled |
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| 17 | * Bounce address is set and tested |
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| 18 | * 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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| 19 | * 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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| 20 | * PTR record exists |
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| 21 | * Default organization name/address is filled in |
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| 22 | * "View public CiviMail content" permission is turned on for anonymous users. |
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| 23 | * Geocoding is turned on |
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| 24 | * Geocoding scheduled job has parameters set (if enabled): geocoding = 1, optionally parse = 1, throttle = 1 |
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| 25 | * Outbound mail settings are tested |
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| 26 | * 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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| 27 | * [Households are disabled](http://civicrm.stackexchange.com/a/57/12) if unused |
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| 28 | * Mailing header and footer are disabled (assuming the required tokens are in the mailing template) |
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| 29 | * 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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| 30 | * domain is set on the loopback, 127.0.0.1, if possible. This might affect the CiviCRM News dashlet. |
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| 31 | * Determine that there's an adequate backup regimen (esp. for inherited sites) |
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| 32 | * 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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| 33 | * 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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| 34 | 4 | Jon Goldberg | * Set the "canonical site" value for the test/dev sites in crm.megaphonetech.com. |
| 35 | 1 | Jon Goldberg | * Maintenance/support contracts in place if needed |