Learn how to upgrade existing Sitefinity projects, created with a previous version, and use them with the latest Sitefinity version.

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I

NSTALLATION AND

A

DMINISTRATION

G

UIDE

This guide is intended for web administrators and experienced users. Use it to perform the installation procedure of Sitefinity and the initial installation of your license. You will also learn how to create, configure, upgrade, run, and deploy Sitefinity projects. You can create and manage users and roles and set granular permissions. Learn about Sitefinity files and how to change system settings.

| How to read Sitefinity offline documentation [3] | Install Sitefinity [4]

Learn how to open the project manager and complete the initial installation of your license. Create your first Sitefinity project or add more projects. Host your projects on IIS, configure them and start working.

Install the SDK [9]

Learn how to download and install the Sitefinity SDK. Create a project [10]

Learn how to open the project manager and complete the initial installation of your license. Create your first Sitefinity project or add more projects. Host your projects on IIS, configure them and start working.

| Functions of Sitefinity Project Manager [11] | Creating a project and installing a license [12] |

| Creating and running projects on IIS [14] | Creating additional projects [16] | Adding an existing project to the project manager [16] | | Configuring and starting a project [17] |

Upgrade [19]

Learn how to upgrade existing Sitefinity projects, created with a previous version, and use them with the latest Sitefinity version.

Load balancing [21]

Learn how to run Sitefinity in a load balanced environment. Learn how you can utilize your resources by setting up Network Load Balancing or a web farm.

| Using Network Load Balancing [22] | Setting up a web farm [23] | Configuring Sitefinity for load balancing [24] | License management [25]

Learn how to check the version of Sitefinity you are running and the license you have installed. Update your license or activate a new license.

| Activating a license [26] |

Users, roles, and permissions [26]

Learn how to create Sitefinity users and roles, assign and unassign roles to users, and set permissions for both users and roles.

| Managing users [27] | Managing roles [31] | Managing permissions [33] | File management [36]

Learn how to manage the files of your project using the UI of Sitefinity. Backend labels [37]

Use this procedure to manage all labels and messages of Sitefinity backend. | Finding a label [37] | Creating a new label [38] | Editing labels [38] |

Backend languages [38]

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System settings [39]

Learn how to modify the configuration settings entirely through the Sitefinity user interface.

| Configuring LDAP settings [40] | Configuring SMTP setting [43] | Running different websites with the same credentials [44] | | Registering a new widget in Sitefinity [45] | Enabling Windows Authentication to automatically access Sitefinity backend [46] | | Configuring libraries caching [48] |

Deployment [49]

Learn how to migrate a Sitefinity project from your development machine to a production server, together with all of its files and database.

| Deploying Sitefinity projects to shared hosting [50] | Deploy Sitefinity projects to private virtual server [50] | Deploying Sitefinity projects to Windows Azure [51] |

The error log file [56]

Learn how to view the log file where all ASP.NET runtime errors are recorded during system execution. Tips for optimizing performance [57]

Learn how to optimize the performance. Appendix [58]

List of important screenshots.

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HOW TO READ SITEFINITY OFFLINE DOCUMENTATION

IMPORTANT: If you are viewing the document in PDF/A mode, you will not be able to use the hyperlinks. To change the viewing mode, see http://help.adobe.com/en_US/Acrobat/9.0/Standard/WS3E0E8467-B787-4020-A1D3-6BC762A42DF2.w.html.

TEXT FORMATTING CONVENTIONS

The following table contains examples and descriptions of all the styles you will encounter in the Sitefinity offline documentation:

Format Meaning Example

Example Hyperlink

A clickable text that is link to another topic from the documentation or an external resource.

Link to a topic in the same guide: For more information, see Creating pages. Link to an external resource:

For more information, see Google Analytics Help.

Example [#] _{Hyperlink to a screenshot.}

A clickable screen title that links to a screenshot in the appendix. The number of the screenshot in the appendix is

superscripted.

Click Create.

The Create an event [21]_{screen appears.}

Example Words or characters that appear on the screen.

For example, menu and button labels, titles of windows, etc.

Click Administration  Roles and in Assign to dropdown box, select Backend users.

Example Important text that needs to be emphasized Titles of tables and of table columns Titles of graphs.

Make sure you have selected at least one

checkbox.

Example Source code, names of files and folders. The error.log file is located in folder Logs.

Example Exact user entry.

Enter the text in the system, exactly as it appears in the documentation.

In the input field that appears, enter 23 kilograms and click Next.

<Example> Variable user entry

Replace the text in the brackets with the appropriate entry.

In the input field, enter <your age>. EXAMPLE _{Key on your keyboard} _{When you are finished, press}ENTER.

NOTE: The above styles do not apply to Sitefinity Developer’s Guide.

NAVIGATING THE DOCUMENTATION NAVIGATION PANE

Sitefinity PDF documentation support bookmark links. To use navigation to all topics of a document, you must open the navigation pane. For more information, see your PDF reader documentation.

If you are using Adobe Reader, you open the navigation pane by clicking icon in the upper-left part of the window.

USING TABLE OF CONTENTS AND SECTION CONTENTS

The documentation is divided in topics. Topics are organized in section topics. If a topic is a section topic and it has subtopics, it contains a Section contents. The Section contents contains links to its subtopics. Using the breadcrumb, you can navigate from each subtopic to its section topic.

NOTE: In Table of contents, all topics and subtopics are displayed with their page number in squared parentheses.

USING THE BREADCRUMBS

Each topic has breadcrumb links at the end of the topic. Following is an example of breadcrumbs:

| Structuring the pages of your website | Pages | Table of contents |

You can use the bread crumbs to navigate to the section topic and all existing levels of topics above the section topic up to the section of contents.

NAVIGATING BETWEEN DIFFERENT GUIDES AND TUTORIALS

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I

NSTALL

S

ITEFINITY

To start using Sitefinity you must download it from Sitefinity website and run the installer. Sitefinity installs and opens the Sitefinity Project Manager, which you use to start creating your project. When you start using Sitefinity for the first time you must complete the initial license installation procedure.

Section contents System requirements

Configuring the IIS to host Sitefinity projects Other configurations

Downloading and installing Sitefinity | Table of contents |

S

YSTEM REQUIREMENTS

Before you install Sitefinity, you have to make sure that your system complies with the following requirements:

Components Requirements

Server-side Requirements

 Microsoft® _{Windows Server 2003, 2008, Windows Vista, Windows 7, Windows Azure}

NOTE: To deploy your Sitefinity project to Windows Azure, you must first create and develop your project locally, using one of the other supported Windows platforms.

 Internet Information Services 6+  Microsoft®_{.NET Framework 4.0}

NOTE: Using the Sitefinity integrated web server, you can run Sitefinity with Windows XP. NOTE: It is not required to use IIS. If you want to use IIS, you must configure it for Silverlight Application.

For more information, see Configuring the IIS to host Sitefinity projects  Configuring IIS for Silverlight applications.

NOTE: If you are using Windows XP or Windows Server 2003, you must update your Windows Installer to version 4.5. For more information, see

http://www.microsoft.com/downloads/en/details.aspx?FamilyId=5A58B56F-60B6-4412-95B9-54D056D6F9F4&displaylang=en

Database Platforms Supported platforms:

 Microsoft® _{SQL Server 2008}  Microsoft®_{SQL Server 2005}  Microsoft®_{SQL Express}  Microsoft®_{SQL Azure}  Oracle  MySQL Memory Requirements 500+ MB

Supported Browsers  Internet Explorer 7+  Firefox 3.6 +

JavaScript must be enabled on all browsers.

Silverlight 4 plug-in must be installed on all users’ browsers. If you are going to do Silverlight development, you must install Silverlight 4.0 Tools.

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NOTE: Silverlight 4+ is not supported for MAC PowerPC.

IMPORTANT: To successfully deploy Sitefinity, your hosting provider must support .NET 4.0 Framework and Full trust. You can find a list of Sitefinity’s official hosting partners on http://www.sitefinity.com/partners/hosting-partners.aspx.

| Install Sitefinity | Table of contents |

C

ONFIGURING THE

IIS

TO HOST

S

ITEFINITY PROJECTS

If you are using Microsoft Internet Information Server (IIS) to host your Sitefinity projects, you must configure the server in the following way, depending on your operating system:

Operating system Setup procedure

Microsoft® _Windows

Server 2003 with IIS 6.0

1. Open Internet Information Services Manager, by opining your Start Menu and clicking Run. 2. Enter inetmgr and click OK.

3. Expand your server node and click Web Service Extensions.

4. In the right pane, make sure ASP.NET v4.0 extension is in status Allowed.

5. After you have created your website, expand node Web Sites, select your website and in the context menu, select Properties.

6. Click ASP.NET tab, make sure that ASP.NET version is set to 4.0.30319, and click OK.

7. On Home Directory tab, in Application pool dropdown box, select an application pool in which you run only .NET 4.0 applications.

8. Click Configuration… button.

Application Configuration window appears. 9. On Mappings tab, perform the following:

 Make sure you have mappings to the .svc and .xamlx extensions and make sure their Executable Path is set to one of the following:

 For 64-bit OS: %windir%\Microsoft.NET\Framework64\v4.0.30319\aspnet_isapi.dll  For 32-bit OS: %windir%\Microsoft.NET\Framework\v4.0.30319\aspnet_isapi.dll  In Wildcard application maps, click Insert… button and in Executable: input field, enter one of

the following:

 For 64-bit OS: %windir%\Microsoft.NET\Framework64\v4.0.30319\aspnet_isapi.dll  For 32-bit OS: %windir%\Microsoft.NET\Framework\v4.0.30319\aspnet_isapi.dll Deselect Verify that file exist checkbox and click OK.

10. Click OK.

The Application Configuration window closes. 11. Click Directory Security tab.

12. In Authentication and access control, click Edit. The Authentication Methods window appears.

13. Make sure that Enable anonymous access checkbox is selected and that none of the checkboxes in Authenticated access is selected.

14. Click OK » OK.

15. Close Internet Information Services Manager. Microsoft® _Windows

Server 2008 with IIS 7.0

1. Open the Server Manager by opening your Start Menu and clicking Administrative ToolsServer Manager.

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3. If you do not see Web Server (IIS) role, you must add it using the Add Roles button. 4. Click Web Server (IIS) and in the right pane, expand Role Services.

5. Make sure you have installed the following services:  Common HTTP FeaturesStatic Content.

 Application DevelopmentASP.NET, .NET Extensibility, ISAPI Extensions, and ISAPI Filters.  Management ToolsIIS Management Console, IIS Management Scripts and Tools, and

Management Service.

6. In the navigation tree on the left, click Features. 7. Make sure you have the following features installed:

 Desktop Experience.

 .NET Framework 3.5.1 FeaturesWCF ActivationHTTP Activation.

8. After you have created your website, expand Web Server (IIS) node and click Internet Information Services (IIS) Manger.

In the right pane, the Internet Information Services (IIS) Manager appears. 9. In the navigation of the IIS manager, expand your server node.

10. Expand Sites node and click your website.

11. In section IIS on the right, double-click Authentication.

12. Make sure AnonymousAuthentication and FormsAuthentication are enabled and all other authentications are disabled.

13. Click your website again and in IIS section, double-click Handler Mappings.

14. Make sure you have enabled handler mappings for *.svc and *.xamlx with executable path set to one of the following:

 For 64-bit OS: %windir%\Microsoft.NET\Framework64\v4.0.30319\aspnet_isapi.dll  For 32-bit OS: %windir%\Microsoft.NET\Framework\v4.0.30319\aspnet_isapi.dll 15. Close the Server Manager.

Microsoft®_Windows

Vista and Windows 7 with IIS 7.5

1. Open your Control Panel and click ProgramsandFeaturesTurn Windows features on or off. 2. Turn on Internet Information Services.

3. Under Internet Information Services, turn on the following features:

 Web Management ToolsIIS Management Console, IIS Management Scripts and Tools, and Management Service.

 Microsoft .NET Framework 3.5.1 Features Windows Communication Foundation HTTP Activation.

4. After you have created your website, open the Internet Information Services (IIS) Manger. 5. Expand your server node.

6. Expand Sites node and click your website.

7. In section IIS on the right, double-click Authentication.

8. Make sure AnonymousAuthentication and FormsAuthentication are enabled and all other authentications are disabled.

9. Click your website again and in IIS section, double-click Handler Mappings.

10. Make sure you have enabled handler mappings for *.svc and *.xamlx with executable path set to one of the following:

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 For 32-bit OS: %windir%\Microsoft.NET\Framework\v4.0.30319\aspnet_isapi.dll 11. Close the Internet Information Services (IIS) Manger.

CONFIGURING FOLDER PERMISSIONS

You must provide the identity of the application pool, in which your website in running under IIS, with Read & execute permissions for the entire folder structure of your website.

Make sure the identity has Modify, Read & execute, Read, and Write permissions set for the App_Data folder and its subfolders. CONFIGURING IIS FOR SILVERLIGHT APPLICATIONS

Sitefinity backend uses Silverlight RadControls. They require the following server extensions – .xaml, .xap, .xbap. You must set the following MIME types in the server configuration:

Extension MIME Type

.xaml application/xaml+xml

.xap application/x-silverlight-app

.xbap application/x-ms-xbap

CAUTION: If you do not set the MIME types, error message are displayed to users browsing the backend.

For more information on how to set the MIME types, see http://learn.iis.net/page.aspx/262/configuring-iis-for-silverlight-applications/.

O

THER CONFIGURATIONS

CONFIGURING WINDOWS SERVER 2008 TO DISPLAY VIDEO THUMBNAILS

1. Open the Server Manager by opening your Start Menu and clicking Administrative ToolsServer Manager. 2. From the navigation on the left, click Features.

3. In the right pane, click Add Features.

4. Make sure you have installed Desktop Experience feature. CONFIGURING CUSTOM ERROR PAGES

To configure the display of custom error pages, use the following procedure: 1. Open the web.config file that is located in your project’s folder. 2. Find <customErrors> section.

3. Set customErrors mode to one of the following:

 On

Custom error page is shown to all visitors, regardless of whether they are local or remote.  RemoteOnly

Custom error page is shown to remote visitors, while the error stack trace is shown to local visitors.

4. You can specify a custom page to be displayed for every error code, by using the following syntax in <customErrors> section: <error statusCode="403" redirect="URL of custom 403 error page" />

<error statusCode="404" redirect="URL of custom 404 error page" /> 5. Save and close the web.config file.

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NOTE: The defaultRedirect attribute is optional. You can use it to specify the URL of the custom error page that is shown by default.

ENABLING SSL SUPPORT FOR SITEFINITY ANALYTICS MODULE

You can enable Secure Sockets Layer (SSL) protocol for the Analytics module in the following way: 1. Open the web.config file that is located in your project’s folder.

2. Find and uncomment the following binding:

<!--<binding name="webBinding" maxReceivedMessageSize="2147483647" maxBufferSize="2147483647"> <security mode="Transport">

</binding>-->

3. Find and uncomment the following endpoints:     4. Save and close the web.config file.

NOTE: After you perform the procedure above, the Analytics module will not function on ASP.NET Development Servers. | Install Sitefinity | Table of contents |

D

OWNLOADING AND INSTALLING

S

ITEFINITY

To download Sitefinity, perform the following:

1. Login with your account on http://www.sitefinity.com/. If you do not have an account, you must create one. 2. In the upper-right corner of the page, click Your Account. 3. Click Download and Manage your products link.

4. Depending on whether you have purchased a license or not, you can download Sitefinity under one of the following sections:  Your Purchased Products

 Your Free Products

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5. Click the download button of Sitefinity 4.2.

A list of Sitefinity resources that can be downloaded appears. 6. Click Sitefinity 4.2 Installation Package.

7. Click Run.

If you are using Windows 2008, Windows Vista, or Windows 7, User Account Control dialog box may appear. There you must explicitly authorize the installation of Sitefinity. Depending on your settings, User Account Control may be disabled.

8. On the installation Welcome screen that appears, click Read License Agreement.

The License Agreement screen appears displaying Telerik End User License Agreement for Sitefinity. 9. Read the license agreement and click OK to close it.

10. To accept the license agreement and continue with the installation, click I Agree – Continue.

The summary of the installation appears, where you can see the features that will be installed and the folder where Sitefinity and the documentation will be installed.

11. To change the installation folder or to disable the installation of documentation, click Customize button. a. If you do not want to install documentation, click and selecting Entire feature will be unavailable.

If you do not install Documentation component, the offline versions of the guides are not installed and you can only use the online version of the documentation on http://www.sitefinity.com/documentation/sitefinity-documentation.aspx. You can later download the PDF files of all guides and the CHM of the Developer’s Guide.

b. If you want to install Sitefinity in a different than the default folder, select it in Install path input field. c. Click OK.

12. Click Install.

An information dialog box appears informing you that you must have installed Silverlight 4.0 Tools, if you want to do development in Sitefinity.

Click one of the following:  Download Silverlight 4 Tools

Microsoft Silverlight page appears where you can download Silverlight 4 Tools. When finished return to Sitefinity installation.

 Continue with setup

The system returns you to Sitefinity installation. Click Install button again.

A Status progress bar appears.

13. Select if you want to launch Sitefinity Project Manager and click Finish. Installation is completed.

The Sitefinity Project Manager shortcut is added to your Windows Start Menu.

NOTE: If you need only the Sitefinity Project Manager, you can skip the installation procedure and download only the project manager, which does not require installation. To do this, in Step 6, click Sitefinity Project Manager and save it on your computer. | Install Sitefinity | Table of contents |

I

NSTALL THE

SDK

PREREQUISITES: You must have installed Sitefinity. To download Sitefinity SDK, perform the following:

1. Login with your account on http://www.sitefinity.com/. If you do not have an account, you must create one.

2. Click Developer Network in the upper-right corner of the page. 3. Clickthe download button of Sitefinity SDK.

4. Click Run.

If you are using Windows 2008, Windows Vista, or Windows 7, User Account Control dialog box may appear. There you must explicitly authorize the installation of Sitefinity. Depending on your settings, User Account Control may be disabled.

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5. On the installation Welcome screen that appears, click Read License Agreement.

The License Agreement screen appears displaying Telerik End User License Agreement for Sitefinity. 6. Read the license agreement and click OK to close it.

7. To accept the license agreement and continue with the installation, click I Agree – Continue.

The summary of the installation appears, where you can see all the features that will be installed and the folder where Sitefinity SDK will be installed.

8. To change the installation folder or to disable the installation of some components, click Customize button.

a. If you do not want to install some of the components, click and selecting Entire feature will be unavailable.

Sitefinity SDK is always installed.

b. If you want to install Sitefinity SDK in a different than the default folder, select it in Install path input field. c. Click OK.

9. Click Install.

An information dialog box appears informing you that you must have installed Silverlight 4.0 Tools, if you want to do development in Sitefinity.

Click one of the following:  Download Silverlight 4 Tools

Microsoft Silverlight page appears where you can download Silverlight 4 Tools. When finished return to Sitefinity SDK installation.

 Continue with setup

The system returns you to Sitefinity SDK installation. Click Install button again.

A Status progress bar appears.

NOTE: If you have selected to install RadControls for ASP.NET AJAX, RadControls for Silverlight, or OpenAccess ORM, their installers will appear and close automatically.

10. Select if you want to launch Sitefinity SDK Browser and click Finish. Installation is completed.

| Table of contents |

C

REATE A PROJECT

After you have downloaded and installed Sitefinity, you can create your own Sitefinity projects, using Sitefinity Project Manager. You can open the Sitefinity Project Manager from your Windows Start menu.

The following screenshot shows Sitefinity Project Manager with three projects created:

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The first time you create a project, you must complete the license installation procedure. For every additional project, you must choose from already installed licenses or install a new license. If you have already created projects with a previous Sitefinity version, you must first upgrade them after which the License activation screen appears automatically when you start the project. SITEFINITY LICENSES

You can use Sitefinity in the following ways:

 Purchase a Sitefinity license for one of the Sitefinity editions.

You can use a licensed Sitefinity edition with and without having registered a domain. If you do not have a domain yet, you can still purchase a license and add your domain later via your Sitefinity account. A licensed version without a registered domain can run online but with a trial massage and a limitation on the number of content items you can create until you register a domain. When you register a domain, the trial message is removed and the limitation to the content items is according to your edition.

If you have registered a domain, but you want to change it, contact Sitefinity Sales department.  Use a free trial version for any of the editions.

Sitefinity trial versions are for evaluation purposes only. You can run a trial only on localhost. After the trial expires, the website redirects to the Sitefinity License activation page.

 Use the free Community edition.

The community edition is for noncommercial use only, has limited functionality, and does not expire.

For more information about Sitefinity editions, see http://www.sitefinity.com/purchase/license-comparison.aspx. Section contents

Functions of Sitefinity Project Manager

Learn about the functions available in Sitefinity Project Manager. Create a project and install a license

When you create your first Sitefinity project, you must also complete the license installation procedure. Create and run projects on IIS

Use this procedure to create and run your projects on Microsoft Internet Information Server (IIS), instead of using the Sitefinity integrated web server.

Create additional projects

For each project that you create, after the first one, you must choose to run it either with an installed license or install a new one.

Adding an existing project to the project manager

If the project, you want to work with, is not in the list of projects of Sitefinity Project Manager, you can add it. Configure and start a new project

After you created a new project, you must configure its database and users. | Table of contents |

F

UNCTIONS OF

S

ITEFINITY

P

ROJECT

M

ANAGER

The project manager has the following functions in the toolbar:  Create a New Project

You use this function to create a new project and initially install a license. For more information, see Creating a project and installing a license.  Browse

Use this function to browse a project in a browser.

NOTE: This function is also available in the context menu of each project.

While browsing the project, you can also use the inline editing function to change your website without logging to the backend.

For more information, see Sitefinity User GuideWebsite contentCreating and editing content while browsing the website.

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Use this function to log to the administration of the website. For more information about what you can do in the backend, see Sitefinity User Guide.

The first time you create a project you must go through the initial configuration. For more information, see Configuring and starting a project.

NOTE: This function is also available in the context menu of each project.  Upgrade

Use this function to upgrade Sitefinity projects, created with a previous, to the latest Sitefinity version. For more information, see Upgrade.

 Edit in Visual Studio

From the project manager you can open a project for editing directly in Microsoft Visual Studio. PREREQUISITE: You must have Microsoft Visual Studio 2010 installed on your computer.

Open the project in Visual Studio by selecting a project in the project manager and click Edit in Visual Studio button in the toolbar.

The project opens in Visual Studio. If you have not installed a license, the License activation page appears. NOTE: This function is also available in the context menu of each project.

 Remove

Use this button to delete one or more projects.

1. Select one or more project you want to delete and click Remove in the toolbar. A dialog box appears.

2. To delete the files of the project(s), select Delete the project(s) files checkbox.

If you do not select the checkbox, the projects are removed only from the list of projects in the project manager. 3. Confirm the deletion, click Yes.

NOTE: This function is also available in the context menu of each project. CONTEXT MENU FUNCTIONS

In addition to the functions above, the following functions are available in the context menu of each project:  Explore

The system displays the files of the project.  Show License Info

The system displays the version and other details about the license you have installed for the project. For more information, see License management.

 Show Cassini Info

The system displays information about Cassini, which is Sitefinity’s integrated web server. | Create a project | Table of contents |

C

REATING A PROJECT AND INSTALLING A LICENSE

When you want to create a new project using Sitefinity, you must also complete the license installation procedure. Perform the following procedure:

1. Open the project manager.

NOTE: The first time you start Sitefinity Project Manager, the Sitefinity 4.2 License agreement appears. To continue, you must click I agree. If you click Cancel, the window closes and next time you start Sitefinity the license agreement appears again. The Sitefinity Project Manager appears, displaying one of the following:

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 If you have already created one or more projects with previous versions of Sitefinity, the system displays a list of all created projects and the following button in the toolbar of the manager:

To use your previous projects with the latest version of Sitefinity, you must first upgrade them. 2. To create a new project, click Create new project.

The Create New Project Wizard appears.

3. In Location, choose the type and the name of the location where the physical files of your project are going to be stored. You can choose to store your files on the local FileSystem or on an FTP or HTTP host.

Sitefinity Project Manager copies the files to the destination system/drive.

NOTE: Sitefinity projects that are stored on the local file system (not through IIS) are launched using the built-in web server. 4. In ProjectName, enter a name for the new project.

5. Click Next button.

The Activate a license [1]_{window appears.}

For more information about Sitefinity editions, see http://www.sitefinity.com/purchase/license-comparison.aspx. 6. You activate a license in one of the following ways:

 Automatically

a. On Activate a license screen, select Use the email and password from your Sitefinity.com account. b. Enter your email and password from your Sitefinity account and click Next.

The system will automatically download and activate the license from your Sitefinity account. c. Select the edition you want to use and click Next.

If you have selected Community, the License confirmation appears where you click Finish.

NOTE: If you are not using the Community edition or a trial version, you must have purchased a license. For more information, contact Sitefinity Sales department.

d. Select if you want to use a free trial version or you have already purchased a license and click Next. The License confirmation window appears where you click Finish.

 Manually

In case you do not have connection to the internet or experience other kind of problems, you can download and manually activate a license, by uploading the license file directly in the project manager.

a. On Activate a license screen, select Use a license file you have downloaded. b. Click Browse, find the license file and click Next.

NOTE: To upload the license file manually, you must have downloaded it from the Sitefinity website and saved it on your computer.

To do this, login with your account on www.sitefinity.com. Click Your Account and click Download and Manage products  Manage Domains and Licenses.

The License confirmationwindow appears where you click Finish.

Your project is created and appears as an entry in the list of projects in the Sitefinity Project Manager, together with

information for the version, creation date, location, and URL. Your project’s files are created in the location you have chosen in Step 3.

To run the project, you must first configure it. For more information, see Configuring and starting a project. To delete a created project, select it and click Delete in the toolbar of the project manager.

The system saves the license in your project’s files in folder App_Data/Sitefinity. For more information about you your project’s files, see File management.

NOTE: You can upgrade your license at a later time through Sitefinity Administration section. For more information, see License management.

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C

REATING AND RUNNING PROJECTS ON

IIS

Use this procedure to create and run your projects on Microsoft Internet Information Server (IIS), instead of using the Sitefinity integrated web server.

1. Login to your Windows Server 2003, 2008, or Windows Vista or 7.

2. Download Sitefinity Project Manager by performing procedure Downloading and installing Sitefinity Step 1 to Step 4. 3. Click Sitefinity Project Manager and save the file on the server.

4. Run the project manager by double-clicking the executable file, you have downloaded.

NOTE: It is not required to execute the project manager on the server. You can download and run the project manager on a local workstation and then transfer the project files to the web server using FTP or file share.

5. Perform procedure Creating a project and installing a license. a. In Step 3 select File System and click Browse button. b. On the left, select File System.

NOTE: If you choose IIS, the project is installed as a virtual application and not as a full website. This is intended for a development environment.

c. On the right, select folder inetpub\wwwroot.

NOTE: If you do not see folder inetpub, IIS is not installed on your server and you must install it.

Your project is created and appears as an entry in the list of projects in the Sitefinity Project Manager. Your project’s files are created in folder inetpub\wwwroot\<your project name>.

6. Close Sitefinity Project Manager.

7. Depending on your server version, perform one of the following procedures: Running a project on IIS 7.0 or IIS 7.5

Perform this procedure if you are using Microsoft®_{Windows Server 2008 or Microsoft}®_{Windows Vista or 7.}

Before and after you perform this procedure, you must configure all setting required for the IIS to run Sitefinity projects. For more information, see Configuring the IIS to host Sitefinity projects Microsoft®_{Windows Server 2008 with IIS 7.0} or Microsoft®_{Windows Vista and Windows 7 with IIS 7.5.}

Running a project on IIS 6.0

Perform this procedure if you are using Microsoft®_{Windows Server 2003.}

Before and after you perform this procedure, you must configure all setting required for the IIS to run Sitefinity projects. For more information, see Configuring the IIS to host Sitefinity projects Microsoft® Windows Server 2003 with IIS 6.0.

NOTE: You must upgrade your browser to Internet Explorer 7+ or Firefox 3.6 +. | Create a project | Table of contents |

R

UNNING A PROJECT ON

IIS

7.0 OR

IIS

7.5

1. Open Internet Information Services (IIS) Manager.

2. In the left pane, expand your server’s node and in the context menu of Sites node, select Add Web Site… Add Web Site window appears.

3. In Site name, enter a name for the website.

4. If you have a dedicated application pool for this website, click Select… button and select it from the Application pool dropdown box. Otherwise, for each website, you are adding, IIS creates a corresponding Application pool.

5. In Physical path, click … button and browse to select inetpub\wwwroot\<your project name> folder, where you have chosen to locate your project files.

6. In Binding section, if you have a dedicated IP address for the website, select it. If you have multiple websites sharing the same IP address, enter the host name of your website.

7. Click OK.

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8. In the left pane, click Application Pools node.

9. Select the application pool of your website and in the right pane, click Basic Settings… 10. In .NET Framework version dropdown box, select .NET Framework v4.0.30319.

If there is such entry, you must install .NET Framework 4.0. 11. In Managed pipelinemode dropdown, select Integrated. 12. Click OK.

13. Since Sitefinity configurations are stored in the App_Data folder, the Application pool must have write permissions to this location. To grant such permissions, perform the following:

a. Open folder inetpub\wwwroot\<your project name>. b. Open the context menu of App_Data folder and click Properties. c. On tab Security, click Edit… Add…

d. In From this location, select your server.

e. Enter the object name using the following naming convention: IIS APPPOOL\<Application pool name>. f. Click OK.

g. Grand permission to modify the App_Data folder, by selecting Allow checkbox of Modify permission. h. Click OKOK.

14. Perform procedure Configuring and starting a project. See also:

 Installing Sitefinity 4 on IIS 7 blog post on http://www.sitefinity.com/blogs/joshmorales/posts/11-02-22/installing_sitefinity_4_on_iis_7.aspx

 Sitefinity 4.0 installation on Windows Server 2008 video on http://tv.telerik.com/watch/sitefinity/sitefinity-40-installation-on-windows-server-2008.

| Creating a project hosted on IIS | Create a project | Table of contents |

R

UNNING A PROJECT ON

IIS

6.0

1. Open Internet Information Services (IIS) Manager of your server.

2. In the left pane, expand your server’s node and in the context menu of WebSites node, select NewWeb Site…

Web Site Creation Wizard appears. 3. Click Next.

4. In Description, enter a name for the website and click Next.

5. If you have a dedicated IP address for the website, select it from the dropdown box. If you have multiple websites sharing the same IP address, enter the host name of your website. Click Next.

6. In Path, click Browse… button and browse to select inetpub\wwwroot\<your project name> folder, where you have chosen to locate your project files.

7. Select Allow anonymous access to thisWeb site checkbox and click Next. 8. Select Read checkbox and click Next  Finish.

9. You can view and change the Application pool of your website by clicking Properties in the context menu of your website. On Home Directory tab, the Application pool is displayed in Application pool dropdown box. Select an application pool in which you run only .NET 4.0 applications.

You can also create a new application pool by expanding Application Pools node and selecting NewApplication Pool… in the context menu of DefaultAppPool node.

10. Since Sitefinity configurations are stored in the App_Data folder, the Application pool must have write permissions to this location. To grant such permissions, perform the following:

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b. Open the context menu of App_Data folder and click Properties. c. On tab Security, click Edit… Add…

d. In From this location, select your server. e. As object name use NETWORK SERVICE.

You can verify the name of the user by expanding Application Pools node, opening the context menu of the respective Application pool and clicking Properties. Click Identity tab and check the entry in the dropdown box of Predefined radio button.

f. Click OK.

g. Grand permission to modify the App_Data folder, by selecting Allow checkbox of Modify permission. h. Click OKOK.

11. Perform procedure Configuring and starting a project. See also:

 Installing Sitefinity 4 on IIS 6 blog post on http://www.sitefinity.com/blogs/joshmorales/posts/11-02-23/installing_sitefinity_4_on_iis_6.aspx.

 Sitefinity 4.0 installation on Windows Server 2003 video on http://tv.telerik.com/watch/sitefinity/sitefinity-40-installation-on-windows-server-2003.

| Creating a project hosted on IIS | Create a project | Table of contents |

C

REATING ADDITIONAL PROJECTS

If you have already installed one or more licenses and you start to create a new project, the system asks you if you want to use any of the installed licenses or you want to install a new one.

To create a project, perform the following:

1. Open the project manager and click Create New Project.

2. Perform procedure Creating a project and installing a license Step 3 to Step 5. 3. In Select what license you will use for this project window, select one of the following:

 Already activated licenses

a. In the dropdown box, select the license you want to use and click Next. b. In the Confirm license page which appears, select Finish.

 New license

Perform procedure Creating a project and installing a license Step 6.

The project is created and appears in the project manager. To run it, you must first configure it. For more information, see Configuring and starting a project.

| Create a project | Table of contents |

A

DDING AN EXISTING PROJECT TO THE PROJECT MANAGER

If the project, you want to work with, is not in the list of projects of Sitefinity Project Manager, you can add it by modifying the Projects.xml file of the project manager. The Projects.xml file is in the folder, where you have installed Sitefinity Project Manager.

Perform the following:

1. Open the Sitefinity Project Manager, to which you want to add the existing project, and create a project. Name the project Blank project.

For more information, see Creating a project and installing a license. 2. Open the Projects.xml file of the project manager.

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In the Projects.xml file your new project node looks similar to the following:

3. Modify the above project node by changing the following parameters:  Name

Change Blank project to the name of the project, you want to add to the project manager. You can get the name of the project in the following way:

a. Open the App_Data folder of the project you want to add. b. Click folder SitefinityConfiguration.

c. Open file ProjectConfig.

d. Copy the value of projectName parameter.  SfVersion

Enter the version of the project you want to add to the project manager. You can get the version of the project in the following way:

a. Open the App_Data folder of the project you want to add. b. Click folder SitefinityConfiguration.

c. Open file systemConfig.

d. Copy the value of version parameter.  DateCreated

Enter the date and time when the project, which you want to add, was created. You can get the creation date of the project in the following way:

a. Open the App_Data folder of the project you want to add. b. Click folder Sitefinity  Configuration.

c. Open file ProjectConfig.

d. Copy the value of dateCreated parameter.  Url and LocalPath

Enter the path to the project you want to add. This is the folder where your project files are located. 4. Save and close the Projects.xml file.

5. Restart Sitefinity Project Manager.

The project that you added is in the list of projects. | Create a project | Table of contents |

C

ONFIGURING AND STARTING A PROJECT

1. After you have created your project, you must open it in administration mode by selecting it from the projects list in Sitefinity ProjectManager and performing one of the following:

 Click Go to Administration button in the toolbar.

 Open the context menu of the project and click Go to Administration. The ProjectStartup wizard appears in a web browser.

2. In SetDatabase radio buttons group, choose one of the following:  Microsoft SQL Server Express

The Instance input field appears, where you can enter a different instance of the SQL Server Express. Sitefinity creates a database file in the App_Data folder of the new project.

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NOTE: If you do not have an SQL Server Express installed on your computer, you can download it from www.microsoft.com/express/database/

 Microsoft SQL Server

You must have Microsoft SQL Server installed and the appropriate database security credentials. For more information, contact your system administrator.

 Microsoft SQL Azure

Select this option if you are installing your project on Microsoft Azure cloud services.  Oracle

Select this option if you are installing your project on Oracle database. For more information, see Using an Oracle or Oracle XE database.

 MySQL

You must have created a database and the have the appropriate database credentials. Sitefinity supports MySql 5.0.3 or higher.

By default, MySQL installs with 100 connections. We recommend that you do not decrease this number.

NOTE: If your website is going to support multilingual scenarios, you must verify that the MySQL Server option default-character-set is set to utf8. You can do this during the installation process or, on a later stage, by editing the my.ini file, which by default is located in C:\Program Files\MySQL\MySQL Server VERSION\.

3. Click Continue button.

4. On Register Administrator step, enter the name and the email of the project’s administrator and choose a user name and password.

This is the first user created, who has unrestricted rights for the project.

NOTE: Sitefinity passwords must be at least 7 characters long and is recommended to contain at least one number and one special character, for example, admin@3.

5. Click I’m done button. The Login screen appears.

6. Enter the username and password, which you have chosen in Step 4 and click Login. The login screen appears where you login with the credentials you have just created. For more information, see Sitefinity User GuideLogin.

| Create a project | Table of contents |

U

SING

O

RACLE OR

O

RACLE

XE

DATABASE

PREREQUISITES: To use an Oracle database, you must have your project installed on IIS 7.0+. For more information, see Creating and running projects on IIS.

Perform the following:

1. Configure your IIS to enable 32-bit applications, by performing the following:

a. Open Internet Information Services Manager, by opining your Start Menu and clicking Run. b. Enter inetmgr and click OK.

c. In the left pane expand your server’s node and select Application Pools. The application pools appear.

d. In the context menu of DefaultAppPool, click Advanced Settings… e. Set Enable 32-Bit Applications to True and click OK.

2. Prepare the Oracle server by creating the following:  Database

You can use an existing one.

 Username and password for the database.

 Database schema for the user part of the database. The supported version is Oracle's 11.2.0.1.0 or above.

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 If you are running Oracle XE, you must make sure that the connections limitations are increased to the minimum required by Sitefinity (processes = 100, sessions = 120, transactions = 150).

For more information about increasing connections, see http://www.fatlemon.co.uk/2009/06/increasing-processes-sessions-and-transactions-in-oracle-xe/.

3. Install Open Data Access Components for Oracle Client (ODAC) on the machine where your site will be running. You must install Oracle 11g ODAC 11.1.0.7.20 version or higher.

You can download ODAC from http://www.oracle.com/technetwork/database/windows/downloads/index-101290.html. 4. Open file tnsnames.ora, which is located in your ~\Network\Admin subfolders of your ODAC's client directory.

5. Include in the file the connection string for your Oracle database.

For more information, see http://www.orafaq.com/wiki/Tnsnames.ora.

If the file is not located in folder ~\Network\Admin, you can take the sample file from folder ~\Network\Admin\Sample and modify it.

6. In Sitefinity’s Project Startup wizard, perform the following:

 In DataSource input field, enter the name of the connection string for your Oracle database, as you have entered it in the tnsnames.ora file.

 In Username and Password input fields, enter the credentials for the database that you created in Step 2. | Configuring and starting a project | Create a project | Table of contents |

U

PGRADE

After you have installed the latest version of Sitefinity, you upgrade a Sitefinity project to this version by performing the following: 1. Download your production website and database.

2. Backup your project and its database. 3. Run the Project Manager of Sitefinity.

For more information about running the project manager, see Create a project.

For more information about downloading Sitefinity, see Downloading and installing Sitefinity.

NOTE: To upgrade the project manager itself, you perform the downloading and installing procedure. You must place the project manager executable in the same folder that you had it before you upgraded.

NOTE: If the project you want to upgrade is not in the list of projects of the project manager, you must add it. For more information, see Adding an existing project to the project manager.

4. Select the project which you want to upgrade and click Upgrade button.

The selected project is upgraded to the latest version of Sitefinity Project Manager.

IMPORTANT: If your project is part of a larger solution where you have custom projects that reference Sitefinity assemblies, check the references to those assemblies in your project and make sure that they are referencing the newer assemblies. 5. Recompile your solution.

6. Restart your Sitefinity website and run it.

Sitefinity automatically performs a database upgrade from the database scheme used in the previous version to the one use in the new version.

Information about the Sitefinity version is stored both in the database and in the configuration files. At any time the configuration files must match your database scheme

IMPORTANT: You must not manually change the Sitefinity version numbers stored in your configuration files. 7. Browse the backend and the frontend of your local project and ensure that everything is working fine. 8. Depending on the type of upgrade you want to make, perform one of the following:

 If you want to replace your production website and database with the locally upgraded files, package your upgraded website and its database and deploy them on your production environment. For more information, see Deployment.  If you want to merge the locally upgraded website with the production website without replacing the database, perform

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a. Package the upgraded website without the configuration files from ~/App_Data/Sitefinity/Configuration. Do not include the locally upgraded database.

b. Upload the upgraded package and merge it with your production website files. c. Restart the website.

This triggers the upgrade process of your production database.

d. Browse the backend and the frontend of your local project and ensure that everything is working fine. If your project is deployed on Windows Azure, see Upgrading Sitefinity projects running on Windows Azure.

| Table of contents |

U

PGRADING

S

ITEFINITY PROJECTS RUNNING ON

W

INDOWS

A

ZURE

Use this procedure to upgrade a project that is deployed to Windows Azure platform. For more information, see Deploying Sitefinity projects to Windows Azure.

PREREQUISITES: During the upgrade, you must temporarily decrease your role instance count to a single instance. To upgrade your project, perform the following:

1. In Sitefinity Project Manager, select the project that is currently deployed to your Windows Azure production environment. NOTE: If the project you want to upgrade is not in the list of projects of the project manager, you must add it. For more information, see Adding an existing project to the project manager.

2. Upgrade the project locally, to replace the old .NET assemblies with the new ones. For more information, see Upgrade.

RECOMMENDATION: Because this project is configured to connect to your production SQL Azure database and using it locally, you can modify it, we recommend to either avoid using it locally, or to temporarily change the database connection string.

3. Create a deployment package with no changes to the configuration.

It must point to the same production database and storage account, but you must configure it for a single role instance. 4. Stop your production environment.

You must do this, because deploying Sitefinity to the staging environment attempts to upgrade the production database. In case of failure, it will be restored from a backup copy, which will become outdated, if the production environment is left online and a user activity causes changes to the data.

NOTE: If you have other means to ensure no data is changed or the changes after the backup can be discarded in case of failure and database restore, you can leave the production environment online.

5. Create a backup copy of your SQL Azure database.

For more information, see Copying Databases in SQL Azure at http://msdn.microsoft.com/en-us/library/ff951624.aspx. a. Because copying databases in SQL Azure is done with a special purpose SQL statement, you must log to an environment

that allows you to execute an SQL script against the master database of your SQL Azure server.

For this purpose, you can use Microsoft SQL Server Management Studio 2008 R2 or the Silverlight tool available at https://manage-db3.sql.azure.com/. You can launch it from the Management Portal » Databases » <Your Subscription> » <Your Server> » master » Manage.

NOTE: In both cases you must login to the master database, because this is a requirement for the special purpose statement.

b. Execute the following SQL statement:

CREATE DATABASE <copy> AS COPY OF <original>

Replace <copy> with the name of the backup copy database and <original> with the production database’s name. The above statement only initiates the copying process.

c. To monitor the state of the operation, execute the following SQL query: SELECT name, state_desc FROM sys.databases

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NOTE: The new database created from the copy process is transactionally consistent with the source database at the point in time when the copy completes. This means, that the role instances, which are running against this database, do not have to be stopped. But, if, for whatever reason, a data loss is experienced during the upgrade of the production database, the copy that will be restored will not have the data that was stored in the source database, after the copying process is complete. For this reason, you may prefer to plan some downtime during the upgrade.

6. In the Management Portal, select your hosted service, choose the New Staging Deployment, and specify the location of your new deployment package and configuration.

RECOMMENDATION: The new Sitefinity deployment will perform an online upgrade of the live production database on the first request to the application. We recommend you to request the site to force the upgrade and ensure there are no problems with the upgrade.

7. After the upgrade completes successfully, perform the following:

a. Select your hosted service in the Management Portal and click the Swap VIP button from the ribbon.

This effectively swaps the production and the staging environments. Because they both point to the same database and the locally upgraded staging environment has already upgraded the database, it is safe to make it your production environment.

b. Increase the instance count to whatever value is needed for production usage.

To do this, select the production deployment in the Management Portal and click the Configure button. Instead of uploading a new configuration file, edit the configuration and change the count in the following element:

NOTE: Windows Azure creates and starts new instances to satisfy the required count. This is a time consuming process. During this time the single instance is still available.

c. Keep the staging environment as long as you find it feasible, then stop and delete it. This staging environment was your former production environment.

The same applies for the database copy. UPGRADE FAILURE

In case of failure during upgrade, perform the following: 1. Stop all instances of the production deployment.

2. Rename the live production database that failed to upgrade to another name, using the following SQL statement: ALTER DATABASE <old_name> MODIFY NAME = <new_name>

3. Using the same technique, rename the backup database to the name of the original database. 4. Start all instances.

5. Stop and delete the failed staging deployment.

6. Delete the copy of the production database that failed to upgrade or download it and contact the support. NOTE: To download an SQL Azure database, you can use the SQL Azure Migration Wizard at

http://sqlazuremw.codeplex.com/. | Upgrade | Table of contents |

L

OAD BALANCING

Sitefinity can run in a load balanced environment. You use a load balanced environment to increase scalability and improve performance.

Section contents

Sitefinity supports Newark Load Balancing and Web Farm Framework. Use the following procedures to configure the scenario: Using Network Load Balancing

You use Network Load Balancing (NLB) on Windows Server 2008 to combine the resources of more than one computer in one cluster. NLB distributes incoming client requests across the hosts in the cluster. This way you enhance the scalability and availability of server applications and increase your servers’ performance.

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Setting up a web farm

The Microsoft Web Farm Framework 2.0 for IIS 7 helps you manage multiple servers. You use it to create group of servers, which you can then easily provision, scale, and manage.

Configuring Sitefinity for load balancing

After you have configured Network Load Balancing or created a web farm, you must configure Sitefinity to work in a load balanced environment.

IMPORTANT: You must complete this procedure for all types of load balancing solution, including software and hardware. | Table of contents |

U

SING

N

ETWORK

L

OAD

B

ALANCING

You use Network Load Balancing (NLB) on Windows Server 2008 to combine the resources of more than one computer in one cluster. NLB distributes incoming client requests across the hosts in the cluster. This way you enhance the scalability and availability of server applications and increase your servers’ performance.

ENABLING NETWORK LOAD BALANCING (NLB)

1. Open the Server Manager of your Windows Server 2008 by opening your Start Menu and clicking Administrative Tools

Server Manager.

2. In the navigation tree on the left, click Features. 3. In the right pane, click Add Features.

4. From the list of features that appear, select Network Load Balancing and click Next  Install. An installation progress bar appears.

5. When installation is finished, click Close.

IMPORTANT: You must complete this procedure for every server that will be part of the Network Load Balancing cluster. CREATING AN NLB CLUSTER

1. Open Network Load Balancing Manager by clicking StartAdministrative ToolsNetwork Load Balancing Manager.

PREREQUISITES: Before you can create a new cluster, all of the Network Interface Cards (NIC) that will be used for NLB in your servers must have static IP addresses.

2. In the main menu, click Cluster  New.

3. Enter the host that will be part of the new cluster and connect to the host.

4. From the list that appears select the interface that you want to use with the cluster and click Next. 5. Set the host priority, if necessary, add dedicated IP addresses, and click Next.

6. Add a cluster IP address by clicking Add and entering the cluster IP address that will be shared by all hosts in the cluster. 7. Click Next.

8. In Cluster Parameters screen, select the IP address and the subnet mask and enter the full internet name that will be used to access the cluster.

9. Specify one of the following operation modes for your cluster:  Unicast

Select in case every host of your cluster has a designated network adapter for NLB, so that all servers share the MAC address of the cluster.

 Multicast

Select if every host of your cluster has a single network adapter, so that every server keeps its own address while in the cluster.

For more information about cluster operation modes, see Network Load Balancing Technical Overview on http://technet.microsoft.com/en-us/library/bb742455.aspx.

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11. In Port Rules, if necessary, you can edit the default port rules by clicking Edit.

Because Sitefinity does not utilize the session state, make sure to set the filtering mode to Multiplehost with an Affinity of none.

12. Click Finish.

The new cluster appears in the tree on the left.

After you have created a cluster, you must add hosts that will share the network load.

13. Open Network Load Balancing Manager by clicking Start  Administrative Tools  Network Load Balancing Manager. 14. In the context menu of the cluster which you want to add host to, click Add Host to Cluster.

15. Enter the name of the host and click Connect. 16. Perform Step 4 to Step 12.

For more information, open the Network Load Balancing Manager and clicking Help  HelpTopics.

Once you have created and configured your cluster, you must configure Sitefinity for load balancing. For more information, see Configuring Sitefinity for load balancing.

See also:

Sitefinity 4 Network Load Balancing blog post on http://www.sitefinity.com/blogs/joshmorales/posts/11-03-08/sitefinity_4_network_load_balancing.aspx.

| Load balancing | Table of contents |

S

ETTING UP A WEB FARM

You use web farms to distribute the load on more than one server. To install Sitefinity to a web farm, you use Microsoft Web Farm Framework (WFF) 2.0 for IIS 7. To setup a web farm you must have a controller server that will host the web farm and servers that will be connected in a web farm.

PREREQUISITES: Every server in the web farm must have one of the following:

 A local administrator account with the same name and password as an administrator account on each computer that will participate in the server farm.

 A domain account in the local Administrators group that is also in the local Administrators group on each computer that will participate in the server farm.

For more information, see System and Platform Requirements for the Web Farm Framework 2.0 for IIS 7 on http://learn.iis.net/page.aspx/913/system-and-platform-requirements-for-the-web-farm-framework-20-for-iis-7/. Perform the following procedure:

1. Install Web Farm Framework.

For more information, see Setting up a Server Farm with the Web Farm Framework 2.0 for IIS 7 on

http://learn.iis.net/page.aspx/919/setting-up-a-server-farm-with-the-web-farm-framework-20-for-iis-7/. Perform procedures

Installing Web Farm Framework 2.0, Configuring the Primary Server, and Preparing the Secondary Servers.

IMPORTANT: Only the controller must have Web Farm Framework. All servers that are part of the web farm must have Application Request Routing for IIS 7.0.

2. To create a web farm, on the controller server, open Internet Information Services (IIS) by clicking Start  Administrative Tools  Internet Information Services.

3. In the left pane, open the context menu of Server Farm and click Create Server Farm. The Create Server Farm wizard appears.

4. Enter a name for the farm.

5. If not selected, select Server farm is available for load balancing and Provision serverfarm checkboxes. 6. Enter the credentials for the administrator account that is available on all servers and click Next. 7. On Add Servers screen click Finish.

8. In the dialog that appears, click Yes.

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9. Select the web farm and in the right pane double-click Application.

Sitefinity does not use Application provisioning. Uncheck all selected checkboxes and in Synchronization Interval enter

00:00:00.

10. Select the web farm and in the right pane double-click Platform.

Sitefinity does not use Platform provisioning. Uncheck all selected checkboxes and in Synchronization Interval enter 00:00:00. 11. Select the web farm and in the right pane double-click Load Balance.

12. Set Load Balance Algorithm to Weighted total traffic and the Load distribution to Event Distribution. 13. To add a server to the farm, select Add Servers in the context menu of Servers node in the left pane. 14. Enter the name of the server, select Server is available for Load Balancing checkbox and click Add. 15. Perform Step 13 for as many servers as needed.

NOTE: Because you have disabled Application and Platform provisioning, all of the servers are set to the Secondary role. 16. When finished adding servers, click OK.

Once you have created and configured your cluster, you must configure Sitefinity for load balancing. For more information, see Configuring Sitefinity for load balancing.

See also:

Sitefinity 4 Network Load Balancing blog post on http://www.sitefinity.com/blogs/joshmorales/posts/11-03-08/sitefinity_4_network_load_balancing.aspx.

| Load balancing | Table of contents |

C

ONFIGURING

S

ITEFINITY FOR LOAD BALANCING

1. Install Sitefinity to the central location from which each front end server in the cluster will access Sitefinity. This must be a network share available to all servers.

2. Add machine key configuration in your web.config file.

For more information, see http://msdn.microsoft.com/en-us/library/w8h3skw9.aspx. NOTE: It is required that all web servers use the same machine key when running in NLB. 3. Create the websites on each of the frontend webservers.

You must make sure that each one of them points to the network share and the database server that hosts the shared Sitefinity database.

Each of the frontend servers must be able to access the Sitefinity website on each of the other servers. The following is a diagram of a web farm:

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NOTE: Sitefinity does not require synchronization the project folders. If you utilize some custom implemented providers that rely on the file system, then you need to use a third party tool for syncing the folders.

4. In Sitefinity’s backend, click AdministrationSettingsAdvanced SettingsSystemLoadBalancingWebServerUrls

Create new.

5. Enter the URLs of each of the frontend servers that are part of the load balancing and which will be used to access your website.

EXAMPLE: The following are examples of the format of the URLs:

 Http://webserver1.telerik.com/

 Http://webserver2.telerik.com/

or enter directly the IP address: http://199.166.0.1/ | Load balancing | Table of contents |

L

ICENSE MANAGEMENT

Use this section to see the version of Sitefinity you are running and the details of the license that you have installed. For more information about initial installation of a license, see Creating a project and installing a license.

To open Version and Licensing, in the main menu, click Administration  Version and Licensing. On this page you can also do the following:

 Update your license

Use this function if you have extended your current license. To do this, click Update License button.

The system automatically reloads your license from the license server.  Activate a new license

To do this, click Activate new button.

Use this button if you want to install a new license. The License Activation screen appears.