Configuring your
Sitecore Environment
1
Module Objectives
In
Bythis
themodule,
end of this youmodule,
will learnyouhowwilltobe
able to:Sitecore, how to publish in
install
Sitecore
Set up a and how
Sitecore to extend
instance Sitecore
on a development
machine.
functionality. You will also get an
Describe the
overview of basic development
Sitecore basic architecture of
architecture.
Sitecore.
Describe the basic features of SIM and use it to install
Sitecore.
Use the default admin username and password to log
in to a Sitecore instance.
Install a Sitecore package into Sitecore.
Configure Sitecore to host multiple websites
Use the Include folder to apply configuration patches.
Define the file structure and files of a clean Sitecore
instance.
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
2
The Development System
Sitecore Production Architecture
Sitecore Development Architecture
Development Computer Prerequisites
Visual Studio and Sitecore Rocks
The Development System
Sitecore Production Architecture
Sitecore® Experience Management Sitecore® Experience Database Details
Delivery Delivery
Server
Databases Servers
Dedicated
Session
Visitors
State Content
Core Database
Delivery
contains the configuration
Content Management
information about the Sitecore
user interfaces and the security
Collection Processing/Aggregation
tables (Users and Roles).
Database
Reporting
Master Service
Database
SQL contains every version of every
Core Master Web
Collection
item in everyDatabase
language, including
unpublished work in progress.
Core Databases
Reporting Web Database
Database
Processing Reporting Database
Authoring Server contains only the published
version(s) of each item including
Session database
the different language versions
Indexing
that have been published.
(SOLR only)
xDB
Authors
Management Search Database
Server Index
Web traffic
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
5
Sitecore Development Architecture
Sitecore® Experience Management Sitecore® Experience Database Details
Development Standalone installation
Core Master Web
The Sitecore Experience
Platform supports a
standalone, all-in-one
Collection configuration, retaining the
Database
ability to run on a single server.
This enables easy deployment
of a development environment
or a small, low-traffic
production instance.
Developer
Reporting
Delivery, Database
Management,
Processing
Server
xDB
Search Database
Index
Web traffic
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
6
Sitecore Application File Structure
There are three folders in the physical path
of the content folder that hosts the Sitecore
application:
Website: Web root of your Sitecore application
Data: License file, Sitecore logs, packages, indexes
and more
Databases: Master, Core, Web, Analytics (Reporting ),
and Session State
Note: the default path is
%SystemDrive%\inetpub\wwwroot\<ProjectName>
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
7
Development Computer Prerequisites
The following are software prerequisites for Sitecore development:
Windows 7 or later
.NET Framework 4.5
IIS Version 7 or later
SQL Server (2008 R2 SP1 or later)
MongoDB Database 2.6 mmapv1, 3.0 mmapv1 or 3.0 Wired Tiger
RoboMongo or MongoVUE
Visual Studio 2012 or later; Visual Studio 2013 or later for Sitecore Rocks 2.0
The following are hardware prerequisites for Sitecore development:
Processor: Pentium 4 2 GHz or faster; 4 core (4 threads minimum; 8 threads recommended)
SSD drive recommended for best performance
RAM: 8GB (16GB recommended)
1024x768 or later screen resolution required for advanced operations
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
8
Visual Studio and Sitecore Rocks
Any version of Visual Studio, with the exception Keep Sitecore Rocks up-to-date by using the
of Express versions, will work with your Sitecore Visual Studio Tools Extensions and Updates
project. dialog box.
Visual Studio allows you to: Sitecore Rocks allows you to:
Configure and manage Sitecore projects Create and manage site content from Visual Studio
Code layouts and renderings Create presentation component items and code files
Manage configuration files Integrate with your Visual Studio project.
Use site management tools
Create and install Sitecore packages
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
9
Installing Sitecore
Installation Files and Documentation
Sitecore Installation Options
Sitecore Instance Manager
Sitecore License
Installing Sitecore
Installation Files
Options for Installing Sitecore
Download installation files at:
https://dev.sitecore.net
Click Download in the banner to download
the latest Sitecore version.
Use the link in the All Downloads section for
other versions.
Perform a manual installation by downloading
the EXE file to install with a wizard or a ZIP file.
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
12
Installation Documentation
Installation Guide
Release Notes
Known issues
Upgrade guide
Configuration file changes
kb.sitecore.net
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
13
Sitecore Installation Options
There are many ways to install Sitecore:
Executable
Manual installation
SIM
Scripted
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
14
Sitecore Instance Manager (SIM)
You can install and manage your
Sitecore instances with SIM.
SIM Installation Features a
Install any version of Sitecore from a
repository of installers
Install modules and packages
Reinstall the same configuration
SIM Import/Export Feature
Export an entire set of Sitecore databases
with content a
Import to a new environment
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
15
Sitecore License
The Sitecore license file is found by default in your Sitecore application root
folder at \Data\license.xml. It contains all of your license details.
View license detail in Control Panel> Installed Licenses.
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
16
Demo: Installing Sitecore
Using SIM
In this demo, you will use SIM to install
Sitecore on your development computer.
After you have installed the instance, you will
log in to it using the Sitecore admin user
account.
Lab: Installing Sitecore using
SIM
In this lab, you will use SIM to install Sitecore
on your development computer. After you
have installed the instance, you will log in to
it using the Sitecore admin user account.
Sitecore Publishing
The Publishing Process
Delayed Publishing
Publishing Performance
Publishing Service
Sitecore Publishing
The Publishing Process
Sitecore Publishes items from the master to the web database
master Database Publishing web Database
synchronizes master
and web databases:
Adding new items
Updating edited items
Removing deleted or
Work in Progress Live
unpublishable items
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
21
Delayed Publishing
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
22
Publishing Performance
Parallel Publishing
Speeds performance up to 25 times
Lets you use your server hardware to capacity
Turned off by default
Dedicated Publishing
No search configurations
No indexing via Indexing.UpdateInterval
No memory monitor
No scheduled tasks
Increases tread priority of publishing
Performance
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
23
Sitecore Publishing Service
Stand-alone micro-service that can be
deployed onto an IIS web-server
Calculates everything that is going to be
moved or has publishing restrictions
Publishes large number of items in bulk
Publishes to all targets in parallel
Geo-distributed publishing
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
24
Lab: Starting the Publishing
Process
In this lab, you will add a new item and
publish the changes to the Web database.
Sitecore Module and
Packages
Extending the Sitecore Framework
Building a Package
Installing a Package
Sitecore Modules and Packages
Extending the Sitecore Framework
Sitecore is an extensible application. You can extend Sitecore functionality
in the following ways:
Package Module
Created by developers Most Modules are
packages
Zip file used by
Sitecore's Installation Used to extend
Wizard functionality
Contains serialized Found on the Marketplace
Sitecore items
Can contain code and configuration files
Can contain security accounts
Used to transfer items and files between
Sitecore instances
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
28
Building a Package
Sitecore Package Designer
Adds items statically or dynamically
Sets installation options
• Overwrite
• Merge
• Skip
• Ask User
Package definitions can be saved as
XML files.
Sitecore Rocks
Manages packages from Visual Studio
Can create Anti Package for Undo
functionality
Sets up dependencies in the package
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
29
Installing a Package
Packages can be installed using:
Sitecore Instance Manager (SIM)
Sitecore Rocks
Control Panel
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
30
Lab: Installing a
Sitecore Package
In this lab, you will install a Sitecore package
containing the Jobs site called Careers.
Lab: Binding
Hostnames to a Site
In this lab, you will configure your new
Careers microsite. You can navigate to the
microsite using careers.tac.local as the
hostname.
Review Questions
Q What is the recommended Q What tools can you use to Q What additional databases
version of Visual Studio for install Sitecore? are required when running
Sitecore development? xDB?
Q How do you patch in Q You have just created new
changes to the <sitecore> content but you cannot see
section of web.config? it on your live website. Why
not?
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
33
Module Summary
Install Sitecore with the EXE (which runs a wizard), the ZIP or manual install,
and with SIM.
Move content from the authoring environment to the live website by
publishing.
Publishing can be automated.
Sitecore is an extensible application. Packages are Zip files containing items
and files.
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
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