Setup and Installation Guide

Sitecore Official Curriculum Setup and Installation Guide Setup and Installation Guide Sitecore Website Development for .NET Developers Contents Wh...
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Sitecore Official Curriculum

Setup and Installation Guide

Setup and Installation Guide Sitecore Website Development for .NET Developers

Contents What is in this guide ....................................................................................................................................... 2 Machine prerequisites ................................................................................................................................... 2 Download Files

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Installing a Sitecore Instance Manager .......................................................................................................... 4 Installing a blank instance of Sitecore using SIM ........................................................................................... 5 Setting up a blank Visual Studio project ........................................................................................................ 7 Install Traincore using Sitecore Instance Manager (SIM) ............................................................................... 8 Setting up the Traincore Visual Studio Project ............................................................................................ 15 Sitecore Foundations e-learning module ..................................................................................................... 17 Register on Sitecore Developer Network (SDN) ........................................................................................... 18 Useful links

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Sitecore Website Development for .NET Developers

Sitecore Official Curriculum

What is in this guide 1. What is in this guide? Please follow the steps in accordance to the sequence laid out.

  



A list of machine prerequisites – software that needs to be installed on your machine before you set up the training environment Download all files with the link provided below. Installation instructions for two separate instances of Sitecore (http://training/ and http://traincore/) o A blank instance of Sitecore – this is fresh installation of Sitecore as you would see it when you start a brand new project; this is used for modules 1 – 5 o Setting up Blank Visual Studio. o Traincore is a pre-made site – it demonstrates Sitecore best practices and solutions to common architectural challenges and is used primarily for modules 6 – 12 o Setting up Traincore Visual Studio Project. Prerequisite video to watch

Machine prerequisites 1. Windows 7 Professional (or later) 2. Microsoft SQL Server 2008 R2 SP1(or above) – it must be R2 SP1 or it will not work

  

SQL Server must be running in Mixed Authentication Mode (Windows and SQL Server) The sa account must be enabled You will need to know the following before installing: o The sa account’s password o The server’s name – for example, “(local)” or “MyServerName”

3. Visual Studio 2012 Professional or better (no Express versions) o o

The free Express version of Visual Studio cannot be used for Sitecore training Visual Studio should be configured for C# programming – this course

4. .NET Framework 4.5 5. IIS 7 or later



If you have installed IIS after .NET 4.5, you may need to re-register .NET with IIS using the following command from the command line: For 64-bit OS: %windir%\Microsoft.NET\Framework64\v4.0.30319\aspnet_regiis.exe /ir For 32-bit OS: %windir%\Microsoft.NET\Framework\v4.0.30319\aspnet_regiis.exe /ir If you get Error 500.19 when trying to start Sitecore after installing, the above is the issue and the above should fix it.

6. Sitecore Rocks



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Visual Studio plugin - http://visualstudiogallery.msdn.microsoft.com/44a26c88-83a7-46f6-903c5c59bcd3d35b - the version used in the course is v0.7.16.9

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Sitecore Official Curriculum

Setup and Installation Guide

7. At least one of the following browsers

   

Internet Explorer 8 or 9 Chrome (latest) Firefox (latest) Safari 5 or later

Download Files Visit this URL: https://www.dropbox.com/l/YaL5KcqNnkKEvlS3zKDTqr

The link holds two folders.  

Required Downloads Optional Downloads

ALL FILES in the “Required Downloads” folder must be downloaded! The required files are:





 

For Training Instance (clean Sitecore instance) o Sitecore 7.0 rev.140120.zip Blank Sitecore, where 7.0 represents the major release number, and 140120 represents the revision number – note that this is an .zip file and should not be confused with the .zip file above. o Training_v7.0.0.3.zip Blank Visual Studio project, where 7.0.0.3 represents the courseware version number – e.g. Training_v7.0.0.3.zip For Traincore instance (prebuild Sitecore website) o sitecore 7.0 rev. 100011.zip Sitecore with Traincore, where 7.0 represents the major Sitecore version and 100011 represents the Traincore version number – note that this is a .zip file and the revision number is always prefixed by 1. o Traincore-Project_v1.1-HF1.zip Traincore Visual Studio project, where XXXX represents the Traincore version number – e.g. Traincore-Project_v1.1.zip Student Resources Folder_v7.0.0.3.zip (contains WND Labs) WND-CourseManual_v7.0.03_HF1.pdf (contains Training slides and exercises)

The optional files are:



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Consolidation Labs.zip The purpose of these consolidation labs is for you to put to practical use what we have covered during

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Training. You will receive a brief on each aspect that you should build, with a screenshot of the expected outcome as well as hints on how to accomplish this task.

Installing a Sitecore Instance Manager Download and set up Sitecore Instance Manager (SIM)

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1.

Download the Sitecore Instance Manager from the Marketplace: http://marketplace.sitecore.net/en/Modules/Sitecore_Instance_Manager.aspx

2.

Unzip the instance manager anywhere on your machine – e.g. D:\Sitecore\Tools\SIM\

3.

Run SIM.Tool.exe

4.

Before you can use SIM to install Sitecore instances, you have to configure 4 settings: o

Instances root folder is the folder that contains your Sitecore sites – e.g. C:\Inetpub\wwwroot\

o

SQL server connection string is the connection string for your instance of SQL – remember, for Sitecore 7, you require SQL 2008 R2 SP1 or above

o

Sitecore License File is a link to a valid Sitecore license (an .xml file)

o

Local repository is a folder with Sitecore .zip files – e.g. sitecore 7.0 rev. 124567.zip; when you install a new instance, you pick what to install from this local folder

© Sitecore 2013

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Sitecore Official Curriculum

Setup and Installation Guide

Installing a blank instance of Sitecore using SIM 1.

You will have downloaded a .zip file called Sitecore 7.0 rev.140120.zip – drop this .zip file into the folder you specified as your SIM local repository folder (in the example above, it’s D:\Sitecore)

2.

First Close and then Open Sitecore Instance Manager (SIM)

3.

Click “Install Instance”:

4.

Fill the instance details in as follows – it’s important that you name your instance Training :

5.

Click next, next, next and install – do not to choose any modules or additional packages

6.

Wait for the instance to install

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7.

Open http://Training/ - you should see the website below:

8.

Go to http://Training/sitecore

9.

Type admin into the Username field and b into the Password field, and click the Login button

10. If you see either the Sitecore Desktop, Content Editor or Page Editor, the installation has been successful:

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Sitecore Official Curriculum

Setup and Installation Guide

Setting up a blank Visual Studio project 1. Unzip Training_vXXXX.zip 1. 2. 3. 4.

Unzip the Training_vXXXX.zip into your default Visual Studio location – e.g. D:\Users\[user]\Documents\Visual Studio 2012\Projects Run Visual Studio 2010/2012 as an Administrator Open Training.sln Ensure that the Solution builds

2. Copy configuration files from your web root The following steps need to be done in order for Intellisense to work in .aspx and .ascx files. 1. 2.

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Copy the Web.config from your web root (e.g. c:\inetpub\wwwroot\Training\Web.config) into the Training.sln root – overwrite the one that is already there Copy the \App_Config\ConnectionStrings.config from your web root (e.g. c:\inetpub\wwwroot\Training\App_Config\ConnectionStrings.config) into the App_Config folder in the Training.sln – overwrite the one that is already there

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Sitecore Website Development for .NET Developers

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Install Traincore using Sitecore Instance Manager (SIM) 1.

You will have downloaded a .zip file called sitecore 7.0 rev. 100011.zip – drop this .zip file into the folder you specified as your SIM local repository folder (in the example above, it’s D:\Sitecore)

2.

First Close and then re-open SIM and Click “Install Instance”:

3.

Fill the instance details in as shown below – it’s important that you name your instance Traincore:

(If you cannot use this name, you will need to modify /App_Config/Include/BaseCore/Basecore.Sites.config and make sure all hostnames are pointing to the correct site)

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4.

Click next, next, next and install – do not to choose any modules or additional packages

5.

Wait for the instance to install

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Setup and Installation Guide

6.

Open http://traincore/ - you should see the Sitecore Cycling Holidays website:

7.

Go to http://traincore/sitecore

8.

Type admin into the Username field and b into the Password field, and click the Login button

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Sitecore Official Curriculum

If you see either the Sitecore Desktop or the Content Editor, the installation has been successful:

Figure 1 Content Editor

Figure 2 Desktop

Publish and Re-index

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1.

Browse to http://traincore/sitecore

2.

Type admin into the Username field and b into the Password field

3.

Click on the Options link and double-click on Desktop – this will log you in

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Setup and Installation Guide

4.

Click Sitecore in the bottom left-hand corner

5.

Choose Publish Site in the left-hand colulmn

6.

Select Smart publish and tick all languages in the list:

7.

Click publish, and wait for the job to finish

8.

Close Finish

9.

Click the Sitecore button again

10. Choose Control Panel from the right-hand column

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11. Choose Indexing, then click Indexing Manager

12. Click next, then tick sitecore_master_index and sitecore_web_index 13. Click Rebuild

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14. And then click finish after this procedure has been completed.

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15. To test that the re-indexing has worked, go to http://traincore/holidays - you should now see a paginated list of holidays:

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Sitecore Official Curriculum

Setup and Installation Guide

Setting up the Traincore Visual Studio Project After installing the Traincore, you need to install the project. Because we are working outside the web root, we need some way of deploying content from the project to the site – to do this, we set up a publish profile. 1.

In a location outside the web root (e.g. your Visual Studio projects folder), unzip TraincoreProject_vXXXX.zip (where XXXX represents the version number):

2.

Open Training/Training.sln and build the solution:

3.

Right-click on the Training project and click Publish

4.

In the dropdown, select and name the publish profile TrainCore:

5.

Click Next

6.

Choose File System as your publishing method, and click the ellipsis (…) next to Target location

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7.

Choose IIS in the top left-hand corner and select your Traincore site(if you don’t have this option, find the web root folder –e.g. D:\websites\traincore\website)

8.

Click next, and choose debug in the Configuration dropdown

9.

Click publish

10. To test that your publish profile works, drop a Test.aspx into your solution, publish, and check to see if it appears in your web root. You have a couple of options when publishing: a.

Right-click on the project, choose Publish, and click publish again (long way)

b.

Right-click in the empty space in your Visual Studio toolbar, and enable Web One Click Publish

You can then use the shortcut button:

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Sitecore Official Curriculum

Setup and Installation Guide

Sitecore Foundations e-learning module Before the first day of training all participants need to watch a video that will introduce Sitecore UI’s and basic concepts. This video will ensure that all participants are on the same level of understanding. The actual training will not cover these topics outlined in the video. It takes 30 minutes to gain the basics of Sitecore interfaces. Please log in using credentials provided below.   

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URL: http://wnd.sitecorelearning.net Username: sitecore Password: rocks

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Register on Sitecore Developer Network (SDN) There is a certification examination at the end of the 4th day, participants will go through an online examination to become a Sitecore certified developer. Each participant will need to register with their business email on: www.sdn.sitecore.net

Useful links 1. 2.

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Browser configuration guide – please follow this guide to the best browser setup for Sitecore’s interface http://sdn.sitecore.net/upload/sitecore6/64/browser_configuration_reference-a4.pdf CMS Installation Guides – the official CMS installation guide for Sitecore CMS http://sdn.sitecore.net/Products/Sitecore%20V5/Sitecore%20CMS%207/Installation/Installation%20Guid es%20CMS%207,-d-,0%20and%20later.aspx

© Sitecore 2013

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