Install umbraco 4 on Windows Vista A thorough step-by-step guide to install and configure everything you need to run umbraco 4 on Windows Vista. (including IIS7, SQL Server 2005 Express, SQL Server Management Studio Express, and umbraco 4) Written by: Douglas Robar , on Wednesday, December 03, 2008 For version: Umbraco 4.0
Introduction Umbraco is a very simple application to install. However, you will need to install or configure a number of software packages on your computer, if they are not already installed. These pre-requisites are the Windows Vista equivalents of the packages that would be installed and configured on web and database servers by your IT department or web hosting provider. These instructions will show every step in detail, for those who are unfamiliar with Windows system administration tasks. If you have already installed some software packages you may skip those steps, though we recommend you review the settings to confirm your configuration.
Recommended hardware
Windows Vista Business, Enterprise, or Ultimate 1 GHz or faster processor 1 GB or more memory 15 GB or more available disk space SVGA (1024 x 768) or higher monitor resolution Firefox 2, Internet Explorer 7, or higher
Install IIS Install Microsoft's web server, Internet Information Server 7 (IIS). 1. Click Start, click Control Panel, and click Programs.
2. Click Turn Windows features on or off in the Programs and Features section.
3. Click Continue if prompted for permission to continue.
4. Expand the Internet Information Services tree node. Accept the default values, but be sure to place a check mark next to IIS Management Console and ASP.NET, as shown below.
5. Click OK. 6. Click Next. 7. Click Finish. Once IIS is installed on your machine you can view your home page in a web browser by typing http://localhost into the address bar of your web browser. Since you have not yet created a web site you should see the default IIS page.
You will configure IIS for your umbraco site in a few moments, after installing a few other pre-requisite software packages.
Install ASP.NET AJAX 1.0 Umbraco is built on ASP.NET 2.0 and requires the ASP.NET AJAX 1.0 extensions. Note: umbraco also runs under ASP.NET 3.5. ASP.NET AJAX is built-into ASP.NET 3.5. If you are running ASP.NET 3.5 you may skip this step. 1. Download ASP.NET AJAX 1.0 from the Microsoft web site at: http://go.microsoft.com/fwlink/?LinkID=77296 2. Save the ASPAJAXExtSetup.msi file to your desktop. 3. When downloading has finished, double-click the ASPAJAXExtSetup.msi file on your desktop to start the installation process. 4. Click Run if prompted to allow the application to run. 5. Click Next. 6. Place a check mark next to "I accept the terms in the License Agreement". 7. Click Next. 8. Click Install. 9. Click Continue if prompted for permission to continue. 10. Click Finish.
Install SQL Server 2005 Express
Microsoft SQL Server 2005 Express Edition is the free, easy-to-use, lightweight version of SQL Server 2005. SQL Server Express can be seamlessly upgraded to more sophisticated versions of SQL Server. 1. Download Microsoft SQL Server 2005 Express Edition SP2 from the Microsoft web site at: http://go.microsoft.com/fwlink/?LinkId=65212 2. Save the SQLEXPR32.EXE file to your desktop. 3. When downloading has finished, double-click the SQLEXPR32.EXE file on your desktop to start the installation process. 4. Click Run if prompted to allow the application to run. 5. Click Continue if prompted for permission to continue. 6. Place a check mark in the box next to "I accept the licensing terms and conditions". 7. Click Next.
8. 9. 10. 11. 12. 13. 14.
Click Install. Click Next. Click Next. Click Next. Click Next. Enter your Name and Company. Remove the check mark in the box next to "Hide advanced configuration options".
15. Click Next. 16. De-select all Client Components.
17. Click Next. 18. Select the radio button next to "Default instance".
19. Click Next. 20. Select the radio button next to "Use the built-in System account" and choose Network service. 21. Place a check mark in the box next to "SQL Server" to start the service at the end of setup.
22. Click Next. 23. Select the radio button next to "Mixed Mode (Windows Authentication and SQL Server Authentication)". 24. Enter and confirm the sa logon password you will use to connect to SQL Server. Note: Do not forget this password!
25. Click Next. 26. Select the radio button next to "SQL collations (used for compatibility with previous versions of SQL Server)" and select "Dictionary order, case-insensitive, for use with 1252 Character Set."
27. Click Next.
28. Remove the check mark in the box next to "Enable User Instances".
29. 30. 31. 32.
Click Next. Click Next. Click Install. Click Next.
33. Click Finish.
Install SQL Server Management Studio Express SQL Server 2005 Management Studio Express Edition (SSMSE) provides a robust set of graphical tools for working with Microsoft SQL Server Express Edition. 1. Download Microsoft SQL Server 2005 Management Studio Express from the Microsoft web site at: http://go.microsoft.com/fwlink/?LinkId=65110 2. Save the SQLServer2005_SSMSEE.msi file to your desktop. 3. When downloading has finished, double-click the SQLServer2005_SSMSEE.msi file on your desktop to start the installation process. 4. Click Run if prompted to allow the application to run. 5. Click Next. 6. Select the radio button next to "I accept the terms in the license agreement". 7. Click Next. 8. Enter your Name and Company. 9. Click Next. 10. Click Next. 11. Click Install. 12. Click Continue if prompted for permission to continue. 13. Click Finish.
Copy Umbraco Files Windows Vista can run multiple web sites. If you already have web site content in C:\Inetpub\wwwroot, create a new web site and root folder with the IIS Admin tool and extract the files and folders into the new location (such as, C:\Inetpub\umbraco). Remember that umbraco 4 does not support installation in a subfolder or virtual directory. 1. Download umbraco 4 from umbraco's codeplex site at: http://www.codeplex.com/umbraco/Release/ProjectReleases.aspx 2. Save the umbraco40.zip file to your desktop. 3. When downloading has finished, double-click the umbraco40.zip file on your desktop. 4. Click Extract all files.
5. Follow the wizard to extract all files and folders to C:\Inetpub\wwwroot Note: it is vital that you keep the file and folder structure intact!
Configure SQL Server 2005 Express SQL Server 2005 Configuration Manager
1. Click Start, click All Programs, click Microsoft SQL Server 2005, click Configuration Tools, and click SQL Server Configuration Manager. 2. Click Continue if prompted for permission to continue. 3. Expand the SQL Server 2005 Network Configuration folder, click on Protocols for MSSQLSEVER. 4. Right-click on the TCP/IP protocol, and select Properties.
5. On the Protocol tab, select Yes for Enabled.
6. On the IP Addresses tab, select Yes for both Active and Enabled for all IP Address entries.
7. 8. 9. 10.
Click OK. Click OK. Select the SQL Server 2005 Services folder Right-click SQL Server (MSSQLSERVER), and click Restart.
11. When the service has restarted, exit SQL Server Configuration Manager.
SQL Server 2005 Surface Area Configuration
1. Click Start, click All Programs, click Microsoft SQL Server 2005, click Configuration Tools, and click SQL Server Surface Area. 2. Click Continue if prompted for permission to continue. 3. Click Surface Area Configuration for Services and Connections.
4. Expand the MSSQLSERVER folder, expand the Database Engine folder, and click on Remote Connections. 5. Select the radio button next to "Local and remote connections". 6. Select the radio button next to "Using TCP/IP only".
7. Click OK. 8. Exit SQL Server 2005 Surface Area Configuration. 9. Restart SQL Server using the SQL Server Configuration Manager, as shown above.
SQL Server Management Studio Express 1. Click Start, click All Programs, click Microsoft SQL Server 2005, and click SQL Server Management Studio Express. 2. Select SQL Server Authentication, enter sa for the login, and type the password you specified when you installed SQL Server 2005 Express, above.
3. Click Connect. 4. Right-click on the Databases folder, and select New Database.
5. Enter a Database name. (we'll use 'umbracoCMS' in these instructions) 6. Leave the Owner as <default>.
7. Click OK. 8. Expand the Security folder. 9. Right-click on the Logins folder, and select New Login.
10. Select the General page: 1. Enter a Login name. (we'll use 'umbracoUser' in these instructions) 2. Select the radio button next to "SQL Server authentication", and enter and confirm a Password. 3. Remove the check mark in the box next to "Enforce password policy". (note: this is optional and should not be done in a production environment)
11. Select the User Mapping page: 1. Place a check mark in the box next to the Database you created. ('umbracoCMS' in these instructions) 2. Place a check mark in the boxes next to the following Database role memberships: db_datareader db_datawriter db_owner public
3. Click OK. 12. Right-click on the root server folder (the parent of Databases, Security, etc.), and select Properties.
13. Select the Security page: 1. Select the radio button next to "SQL Server and Windows Authentication mode".
2. Click OK. 14. Restart SQL Server using the SQL Server Configuration Manager, as shown above.
Test the configuration by disconnecting and logging in as the user you just created.
1. Click File, click Disconnect Object Explorer. 2. Click File, click Connect Object Explorer. 3. Select SQL Server Authentication, enter the name of the login user you create ('umbracoUser' in these instructions), and type the password you specified when you created the login user, above.
4. Click Connect.
If you cannot log in with SQL Server authenticationâ&#x20AC;Ś Check the log files after a failed attempt. The default log location is C:\Program Files\Microsoft SQL Server\MSSQL.1 \MSSQL\LOG\ERRORLOG and can be opened with Notepad. Look for an entry in the ERRORLOG such as: 2008-05-16 16:43:42.75 Logon Error: 18456, Severity: 14, State: 8. "State: 8" indicates a problem with the user password. You can find a list of the meaning of each state message at http://blogs.msdn.com/sql_protocols/archive/2006/02/21/536201.aspx
Configure IIS Website Set File Permissions You will need to set file permissions to allow umbraco to create and update files. Many problems with an installation can be traced to inadequate file permissions. The
owner of the website's application pool must have permission to create, read, update, and delete files. The default application pool owner is NETWORK SERVICE. 1. Using My Computer or the Windows Explorer, navigate to the folder containing the umbraco web site files. Note: C:\Inetpub\wwwroot, according to these instructions. 2. If present, right-click on the iisstart.htm file and select Delete. Confirm the file deletion if prompted.
1. Repeat the following steps for all these folders: app_code bin config css data masterpages media python scripts umbraco usercontrols xslt 2. Right-click on a folder, click Properties.
3. On the Security tab, click Edit.
4. Click Continue if prompted for permission to continue. 5. Click Add.
6. Click Locations.
7. Select the local machine
8. Type NETWORK SERVICE into the "Enter the object names to select" text box.
9. Click Check Names. Note: the text field should change to prefix the local machine name to ASPNET, and underline the name, indicating the local ASPNET account has been found and validated.
10. Click OK. 11. On the Security tab, click the NETWORK SERVICE user name. 12. Place a check mark in the box next to Full Control, in the Allow column.
13. Click OK. 14. Click OK.
Use the Classic Application Pool Note: this procedure is unique to IIS7 and is not needed for IIS5 or IIS6. 1. Click Start, click Control Panel, and click System and Maintenance.
2. Click Administrative Tools.
3. Double-click Internet Information Services (IIS) Manager.
4. Click Continue if prompted for permission to continue. 5. Expand the Connections panel to show the Web Sites. Right-click on the Default Web Site and click Advanced Settings.
6. Select the Application Pool item, and click the button with three dots next to DefaultAppPool.
7. Select Classic .NET AppPool.
8. Click OK. 9. Click OK.
Configure Umbraco Umbraco 4's web-based configuration wizard will guide you through the following steps. 1. Using a web browser, navigate to http://localhost to launch the umbraco configuration tool.
2. Click Next. 3. Accept the license and click Next.
4. Select the Microsoft SQL Server database type, and enter the database server, name, username, and password for your database according to the settings above.
5. Click Confirm. 6. Umbraco will connect to the database and determine its status. For a new, empty database you should see the following message: "Your database has been found and is identified as: None".
7. Click Install. 8. When the database has been successfully installed, click Next.
9. Umbraco will verify the file permissions for the files in your site and instruct you any changes must be made.
10. Click Next. 11. Enter a password for the default umbraco 'admin' user. You will use this password when logging in to the umbraco user interface.
12. Click Change Password. 13. Click Next. 14. Optionally, Install Boost This is recommended for new users. You can install or remove Boost and any Nitros later from within the umbraco user interface.
1. Click Install Boost 2. Select any or all Nitros
3. Click Install selected nitros 4. Once boost and your selected nitros, click Next 15. Click Launch Umbraco to log in to the umbraco administration interface
Congratulations! You have successfully installed umbraco and its pre-requisite software packages. As you have experienced, installing all the pre-requisite software (.NET 2.0, IIS, SQL Server, and various supporting tools) can be a time-consuming task. In a production environment, your IT staff or ISP would have performed nearly all these steps for you. From now on everything you need to do with umbraco can be done entirely through the web interface.
Remove umbraco install folder 1. Finally, delete the \install folder so that no one will be able to alter your installation (this is optional on development sites) Note: C:\Inetpub\wwwroot\install, according to these instructions.
View your website If you installed Boost, you will have a barebones site ready for customization at http://localhost.
Log in to the umbraco interface 1. Navigate to http://localhost/umbraco
2. The username is admin. 3. The password is that which you entered when you set up umbraco from your web browser, above. Once you have logged in, you will see the full umbraco interface (our example shows Boost already installed).
Printed from Umbraco Books. On umbraco.org/documentation/books/installumbraco-4-on-windows-vista