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

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1 INSTALLATION AND ADMINISTRATION GUIDE 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. System requirements [4] Configuring the IIS to host Sitefinity projects [5] Other configurations [7] Downloading and installing Sitefinity [8] 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] Learn how to to install existing language packs or to export, translate, and import back all labels and messages. 1

2 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. DISCLAIMER: You can download the latest version of this document at 2

3 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 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 Example [#] Example Example Hyperlink A clickable text that is link to another topic from the documentation or an external resource. 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. Words or characters that appear on the screen. For example, menu and button labels, titles of windows, etc. Important text that needs to be emphasized Titles of tables and of table columns Titles of graphs. Link to a topic in the same guide: For more information, see Creating pages. Link to an external resource: For more information, see Help. Google Analytics Click Create. The Create an event [21] screen appears. Click Administration Roles and in Assign to dropdown box, select Backend users. 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 <Example> Exact user entry. Enter the text in the system, exactly as it appears in the documentation. Variable user entry Replace the text in the brackets with the appropriate entry. In the input field that appears, enter 23 kilograms and click Next. 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 You can download all offline versions of Sitefinity documentation from 3

4 INSTALL SITEFINITY 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 SYSTEM 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 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 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. 4

5 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 Install Sitefinity Table of contents CONFIGURING THE IIS TO HOST SITEFINITY 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 Microsoft Windows Server 2003 with IIS 6.0 Setup procedure 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 , 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\v \aspnet_isapi.dll For 32-bit OS: %windir%\microsoft.net\framework\v \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\v \aspnet_isapi.dll For 32-bit OS: %windir%\microsoft.net\framework\v \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 Open the Server Manager by opening your Start Menu and clicking Administrative Tools Server Manager. 2. Select and expand Roles. 5

6 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 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 Anonymous Authentication and Forms Authentication 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\v \aspnet_isapi.dll For 32-bit OS: %windir%\microsoft.net\framework\v \aspnet_isapi.dll 15. Close the Server Manager. Microsoft Windows Vista and Windows 7 with IIS Open your Control Panel and click Programs and Features 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 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 Anonymous Authentication and Forms Authentication 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: For 64-bit OS: %windir%\microsoft.net\framework64\v \aspnet_isapi.dll 6

7 For 32-bit OS: %windir%\microsoft.net\framework\v \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.xaml.xap.xbap MIME Type application/xaml+xml application/x-silverlight-app 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 applications/. Install Sitefinity Table of contents OTHER 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. EXAMPLE: The following is an example of a <customerrors> section: 7

8 <customerrors mode="remoteonly" defaultredirect=" <error statuscode="403" redirect=" /> <error statuscode="404" redirect=" /> </customerrors> NOTE: The defaultredirect attribute is optional. You can use it to specify the URL of the custom error page that is shown by default. Install Sitefinity Table of contents 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=" " maxbuffersize=" "> <security mode="transport"> <transport clientcredentialtype="none"/> </security> </binding>--> 3. Find and uncomment the following endpoints: <!--<endpoint address="" binding="basichttpbinding" bindingconfiguration="webbinding" contract="telerik.sitefinity.analytics.infrastructure.services.analyticspermissionsservice"/>--> <!--<endpoint address="" binding="basichttpbinding" bindingconfiguration="webbinding" contract="telerik.sitefinity.analytics.server.googleanalyticsplugin.services.accountsservice"/>--> <!--<endpoint address="" binding="basichttpbinding" bindingconfiguration="webbinding" contract="telerik.sitefinity.analytics.server.infrastructure.services.dashboarddata"/>--> <!--<endpoint address="" binding="basichttpbinding" bindingconfiguration="webbinding" contract="telerik.sitefinity.analytics.server.infrastructure.services.mapdataservice" />--> 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 DOWNLOADING AND INSTALLING SITEFINITY To download Sitefinity, perform the following: 1. Login with your account on 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 You can download a free trial. 8

9 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 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 INSTALL THE SDK PREREQUISITES: You must have installed Sitefinity. To download Sitefinity SDK, perform the following: 1. Login with your account on If you do not have an account, you must create one. 2. Click Developer Network in the upper-right corner of the page. 3. Click the 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. 9

10 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 CREATE 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: For more information, see Functions of Sitefinity Project Manager. 10

11 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 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 FUNCTIONS OF SITEFINITY PROJECT MANAGER 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. Go to Administration 11

12 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 CREATING 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: If you have not created any projects, the system displays the following in the center of the manager: 12

13 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 File System 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 Project Name, 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 6. You activate a license in one of the following ways: Automatically a. On Activate a license screen, select Use the and password from your Sitefinity.com account. b. Enter your 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 Click Your Account and click Download and Manage products Manage Domains and Licenses. The License confirmation window 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. Create a project Table of contents 13

14 CREATING 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 Download Sitefinity Project Manager by performing procedure Downloading and installing Sitefinity Step 1 to Step 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 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 Create a project Table of contents RUNNING A PROJECT ON IIS 7.0 OR IIS 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. The Add Web Site window closes. 14

15 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 v If there is such entry, you must install.net Framework In Managed pipeline mode 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 22/installing_sitefinity_4_on_iis_7.aspx Sitefinity 4.0 installation on Windows Server 2008 video on Creating a project hosted on IIS Create a project Table of contents RUNNING A PROJECT ON IIS 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 Web Sites 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 this Web 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: a. Open folder inetpub\wwwroot\<your project name>. 15

16 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 23/installing_sitefinity_4_on_iis_6.aspx. Sitefinity 4.0 installation on Windows Server 2003 video on Creating a project hosted on IIS Create a project Table of contents CREATING 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 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 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 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. The file is in the folder where the project manager is installed. 16

17 In the Projects.xml file your new project node looks similar to the following: <project id="48b1a204-a f-999e-7c87e56bd38c" Name="Blank project" BrowseUrl="Click Browse to resolve" SfVersion=" " DateCreated="04/19/ :49:25"> <Location Type="FileSystem" Url="C:\Program Files (x86)\telerik\sitefinity Q1 2011\Projects\Blank project" LocalPath="C:\Program Files (x86)\telerik\sitefinity Q1 2011\Projects\Blank project" /> 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 CONFIGURING 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 Project Manager 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 Project Startup wizard appears in a web browser. 2. In Set Database 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. 17

18 NOTE: If you do not have an SQL Server Express installed on your computer, you can download it from 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 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 defaultcharacter-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 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 USING ORACLE OR ORACLE XE DATABASE PREREQUISITES: To use an Oracle database, you must have your project installed on IIS 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 or above. 18

19 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 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 version or higher. You can download ODAC from 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 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 UPGRADE 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 the following: 19

20 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 UPGRADING SITEFINITY PROJECTS RUNNING ON WINDOWS AZURE 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 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 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 Execute the statement as many times as needed, until you see that the <copy> database is in ONLINE state. 20

21 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: <Instances count="3" /> 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 Upgrade Table of contents LOAD 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. 21

22 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 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. 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 Click Next. 22

23 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 Multiple host 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 Help Topics. 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 08/sitefinity_4_network_load_balancing.aspx. Load balancing Table of contents SETTING 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 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 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 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 server farm 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. The web farm is created and appears in the tree on the left. 23

24 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: 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: 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 08/sitefinity_4_network_load_balancing.aspx. Load balancing Table of contents CONFIGURING SITEFINITY 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 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: 24

25 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: or enter directly the IP address: Load balancing Table of contents LICENSE 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. 25

26 NOTE: You can also view the license version and details in the project manager. To do this, from the list of projects, open the context menu of the project, whose license information you want to view, and click Show License Info. Table of contents ACTIVATING A LICENSE You activate a license on License Activation page. This page appears when you want to activate a new license via Sitefinity administration, when your trial period has ended, when you update and start an older version of a project, when you open Sitefinity SDK project samples. The following screenshot displays the License Activation page: You can activate a license in one of the following ways: Automatic activation To activate you license automatically, select Use the and password from your Sitefinity.com account radio button and perform the following: 1. In the dropdown box, select the edition you want to use. If you have selected Community, go to Step 3. NOTE: You must have purchased a license for the edition you have selected. For more information, contact Sitefinity Sales department. 2. Enter your and password from your Sitefinity account and click Activate License. The system automatically downloads and activates the license file from your Sitefinity account. The Confirm license window appears where you click Continue. Manual activation You can also download and manually activate a license file, by uploading the license file directly. To activate a license manually, perform the following: 1. Select Use a license file you have downloaded radio button. An input field appears. 2. Click Browse, find the license file on your computer, and upload it. 3. Click Activate License. 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 Open Your Account and click Download and Manage products Manage Domains and Licenses. For more information about the initial installation of a license, see Creating a project and installing a license. Activating a license Table of contents USERS, ROLES, AND PERMISSIONS Section contents 26

27 Manage users Use this section to create users and assign them to roles. Sitefinity users are users who can conduct content management and/or administrative tasks within a given website project. Manage roles Use this section to define roles and assign users to roles. A role is a group of users associated with a set of user privileges. Manage permissions Use this section to grant and deny permissions for certain actions to users and roles. Permissions are rights that define the type of actions a given user can perform. Table of contents MANAGING USERS Sitefinity users are users who can conduct content management and/or administrative tasks within a given website project. Users can be managed only by a user who is granted the Manage Users permission. For more information about granting permissions, see Managing permissions. When you create and start a project, the user you choose to be project s administrator is the first user to be created by the system. For more information see Configuring and starting a project Step 4. This user is automatically assigned the Administrators role and is granted full global, content modules and sitemap permissions. For more information, see Managing roles. USERS PAGE You manage users on Users [2] page. To open the Users page, in the main menu in the upper part of the screen, click Administration Users. To filter users from different providers, use the tabs above the toolbar of Users page. The tabs with different providers appear only if you have more than one provider created. To display users assigned only to specific role, use the links in the Users by role pane in the right side of the page. To change the view of the list of users, in the toolbar of the Users page, click one of the following: Click (Grid). Click (List). To manage user profile types, click Manage Profile types link in the lower-left corner of the Users page. For more information, see Managing user profiles. Section contents On the Users page, you can perform the following: Create and delete users Modify users Managing user profiles Users, roles, and permissions Table of contents CREATING AND DELETING USERS CREATING A NEW USER 1. To create a new user, on Users page, click Create a user in the toolbar of the page. The Create a user [3] page appears. 2. Select to which membership provider you want to register the user you are creating. 27

28 This dropdown box appears only if you have more than one created membership provider. 3. Fill out the fields. The username, password, and fields are always present and required. 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. Using profile types, you can configure all other fields, add or remove fields, or make them required or not. If the provider you have chosen, have more than one profile types associated, they all appear on Crate a user page. The following screenshot displays the registration form when the Basic and Blogger profiles are associated with the Default membership provider: NOTE: Some of the fields, such as first and last name, have been hidden from the Basic profile. You manage profile types by clicking Manage Profile types link in the lower-left corner of the Users page. For more information, see Managing user profiles. 4. If the user you are creating will have to manage content or settings, select This user can access site backend checkbox. 5. In Roles checkboxes list, select the roles which you want to assign to the new user. The checkbox list contains all roles that you have created together with the Administrators role, which is created by default. For more information, see Managing roles. NOTE: After you have assigned roles to the user, you can change them. For more information, see Managing roles. 6. Click one of the following: Create this user The system creates the users and returns you to Users page. Create and add another The system creates the user and displays a new Create a user page. DELETING A USER 1. You delete a user in the following ways: Select one or more users and click Delete button. At the right side of user s details, click (Delete). 2. In the dialog box that appears, click OK button. The system deletes the user. Managing users Users, roles, and permissions Table of contents 28

29 MODIFYING USERS MANAGING USER ROLES To assign users to a role, perform the following: 1. Select the users you want to assign and click Assign to role button. The Assign users to dropdown box appears. 2. Select the role to which you want to assign the selected users and click Assign button. If the user is already assigned to the role, the system displays an error message. If you want to create a new role, see Creating and deleting roles. To unassign users from a role, perform the following: 1. Select the users you want to unassign and click Unassign from role button. The Unassign users from dropdown box appears. 2. Select the role from which you want to unassign users and click Unassign button. If the user is not assigned to the role, the system displays an error message. CHANGING USER DETAILS 1. To change details of a user, on Users page, click the username of the user. The Edit user page appears, where you can perform the following changes: Change the name and the of the user. Add comments for this user. Change if the user can access the site backend. Change the roles to which the user is assigned by selecting and deselecting them. Reset the password of the user. a. In the right side of the page, click Reset password button. A dialog box appears. b. Click OK button. The system generates a temporary password for the user and displays it in the yellow field on the right side of the page. c. Copy and save the new password. 2. When you are finished making changes, click Save changes button. LOGGING OUT A USER You log out a logged in user in the following way: 1. On Users page, click the user who must be logged out. The Edit user page appears. 2. In the right side of the page, click Force logout link. The link appears only if a user is logged in. A dialog box appears where you must confirm the logout. MANAGING USER PROFILES In Sitefinity you can have different profiles for users. One user can have, for example a forum profile and a blogger profile. With different profile, you can use Profile widgets to display different information for users or different groups of users. You manage user profiles on Profile types [4] page. To open the page, on Users page, click Manage Profile types link in the lower-left corner of the page. Sitefinity comes with a default profile called Basic profile. You can edit the fields displayed in this provider. For example, you can insert a Middle Initial field or remove the First name field. When you create new profiles, the fields from the new profiles are added to the basic profile. 29

30 EXAMPLE: You have the Basic profile and in addition, you have created a Blogger profile. You have edited the Basic profile, so that it displays only the default fields for username, password, and . To the Blogger profile, you have added a custom field, named Nickname. When you create a new user, you must fill the following form: NOTE: If you want to have a separate form for a profile type. You must add a new membership provider and, when creating the profile type, assign it to this provider. Section contents Creating a profile type Editing profile types DISPLAYING DIFFERENT PROFILE TYPES To display different profile types you use the Users widgets. For more information, see Sitefinity User Guide Widgets Users widget group. For more information about adding widgets on your page, see Sitefinity User Guide Widgets Adding widgets on your page. Managing users Users, roles, and permissions Table of contents CREATING A PROFILE TYPE 1. On Profile types page, click Create profile type button. The Create a profile type [5] page appears. 2. Enter a name for this profile type. 3. To change the name that is used in code to refer to this profile type, click Change button and enter a new name. 4. If you have more than one user providers, the User providers this profile set is used by radio button appears. Select one of the following: All user providers Specific user providers Select the checkboxes of the providers which this profile type will be associated with. 5. Click Create this profile type and go to add fields. 6. To add fields to the user profile, under Custom fields, click Add a field The fields that you add to the user profile are displayed when you create a user. For example, for the Blogger profile, create a field Nickname. For more information, about adding custom fields, see Sitefinity User Guide Website content Adding custom fields to content items. 30

31 7. To view the default fields of this profile, expand the Default fields section. You cannot delete or edit default fields. 8. Click Save changes button. The profile type is created and appears in the list on Profile types. Managing user profiles Managing users Users, roles, and permissions Table of contents EDITING PROFILE TYPES EDITING THE PROPERTIES OF A PROFILE TYPE To edit the properties of a profile type, perform the following: 1. On Profile types page, click the Actions link of the profile type you want to edit and in the menu, click Edit. The Edit a profile type page appears. 2. Perform procedure Creating a profile type Step 2 to Step When finished, click Save changes. EDITING THE FIELDS OF A PROFILE TYPE To add, edit or remove custom fields from a profile type, perform one of the following: 1. Open the profile type for editing in one of the following ways: On Profile types page, click the profile type. On Profile types page, click the Actions link of the profile type you want to edit and in the menu, click Add/Edit fields. 2. Add, edit, or remove custom fields. For more information, see Sitefinity User Guide Website content Adding custom fields to content items. 3. When finished, click Save changes. DELETING A PROFILE TYPE You delete a profile type in one of the following ways: On Profile types page, select one or more profile types and click Delete button in the toolbar. On Profile types page, click the Actions link of the profile type you want to delete and from the dropdown box, click Delete. On Edit a profile type page, click More actions Delete. A dialog box appears, where you must confirm the deletion. NOTE: You cannot delete the Basic profile type. Managing user profiles Managing users Users, roles, and permissions Table of contents MANAGING ROLES A role is a group of users associated with a set of user privileges. Roles are an efficient way to manage permissions for groups of users as they classify users with similar characteristics and responsibilities. Roles also determine which parts of Sitefinity a user can view. The Administrators role is automatically created with each new Sitefinity project. It is granted full global, content modules, and sitemap permissions. You cannot: Restrict the permissions granted to the Administrators role. Delete the Administrators role. Delete the last user in the Administrators role. You can define the set of privileges for each role and assign users to roles. All users assigned to a given role inherit the permissions defined for this role. A user can be assigned zero, one, or many roles. 31

32 ROLES PAGE You manage roles on Roles [6] page. To open the Roles page, in the main menu in the upper part of the screen, click Administration Roles. To change the view of the list of roles, in the toolbar of Roles page, click one of the following: Click (Grid). Click (Boxes). Section contents On the Roles page, you can perform the following: Create and delete roles Assign and unassign users to roles Manage permissions of roles Users, roles, and permissions Table of contents CREATING AND DELETING ROLES CREATING A ROLE 1. To create a new role, on Roles page, click Create a role button in the toolbar. 2. In the Role input field that appears, enter a name for the new role. 3. Click Create button. 4. When you are finished creating roles, click Cancel. DELETING A ROLE To delete a role, at the right side of role s details, click (Delete). Managing roles Users, roles, and permissions Table of contents ASSIGNING AND UNASSIGNING USERS TO ROLES 1. Click the Assign or Unassign users link for the respective role. The Assign or Unassign Users window appears. The users already assigned to the role have their checkbox selected. The users that are not assigned to the role have their checkbox unselected. 2. To assign or unassign users to the role, select or unselect the checkbox of the respective users NOTE: You can choose to display all users or only users assigned to the role, by clicking tabs All Users or Assigned. You can also search users, using the search field. 3. When you are finished assigning or unassigning users, click Save changes. Managing roles Users, roles, and permissions Table of contents MANAGING PERMISSIONS OF ROLES 1. To grand or deny certain permissions to a role, click Permissions link of the respective role. A page displaying all permissions, grouped in categories, appears. If a role has permission for a certain action, the system displays in column Allow. If a role does not have permission for a certain action, nothing is displayed in column Allow. If a role is explicitly denied permission for a certain action, the system displays a column Deny and displays in the column. 32

33 For more information about implicit and explicit denial of permissions, see Managing permissions. 2. To change permissions of a role perform the procedure in Changing permissions of users and roles Step 4. NOTE: You cannot change the permission of the Administrators role. 3. When you finish, in the upper part of the page, click Back to all items link to return to Roles page. Managing roles Users, roles, and permissions Table of contents MANAGING PERMISSIONS Permissions are rights that define the type of actions a given user can perform. If a user does not have any permission, she can only navigate through the public part of the site. There are the following types of permission settings: Explicit Allow Grants authorization for the user role to perform the action stated. Implicit Deny By default, permissions in Sitefinity are not set to Deny or Allow. The permissions are left unset, which implicitly denies user roles authorization to perform the action specified. However, because the permission is neither explicitly set to Deny nor explicitly set to Allow, authorization for this permission can be inherited from other roles to which the user is assigned. Explicit Deny Denies authorization for the user role to perform the action stated. If a user belongs to a role that has a specific permission set to Deny, this user cannot perform the action, even if she belongs to another role that has the same permission set to Allow. INHERITANCE OF PERMISSIONS Permissions in Sitefinity are inheritable. This is why if permission is unset for a given user in one role and explicitly set for another role the user is assigned to, the user inherits the Allow or Deny for this permission. PERMISSIONS PAGE You manage permissions on Permissions [7] page. To open the Permissions page, in the main menu in the upper part on the screen, click Administration Permissions. Section contents On Permissions page, you can perform the following: Change global and section permissions Change permissions of users and roles Change permissions of individual items Users, roles, and permissions Table of contents CHANGING GLOBAL AND SECTION PERMISSIONS 1. On Permissions page, click by Section. A list of sections appears in the left side of the page. 2. Click the section which permissions you want to change. A list of actions for this section appears. For each action the following is displayed: The users who have permission for this action. The name on the user is preceded by icon. NOTE: If there are no users displayed, it does not mean that nobody can perform the action. All users that belong to the roles that have permission for the action, inherit the permissions from this role. The roles which have permission for this action. 33

34 The name of the role is preceded by icon. The users who are explicitly denied permission for this action. The name of the user is in red and is preceded by icon. The roles which are explicitly denied permission for this action. The name of the role is in red and is preceded by icon. NOTE: By default the Administrators role has permission for all actions and the Administrators role is not displayed in the list of roles and users who have permission for the action. Only in case there are no other roles or users who have permission, under the action the system displays Administrators only. 3. To change the permissions for an action, click Change. A window appears. To grant permissions to a group of users, choose between the following: Administrators only all Backend users Everyone To grant permissions to a selected user or role, perform the following: a. Select the Selected roles or users radio button. b. Click Add roles or users button. A window appears. c. To add a role or user, click Roles or Users tab. A list of roles or users appear. d. Select the checkbox of one or more roles or users to whom you want to grand permission for the action and click Done selecting. You can filter the list of roles or users, by using the dropdown box in the upper-right corner of the window or the search field. The roles and users that you have selected, appear below the Selected roles or users radio button. To implicitly deny permissions of a role or user, click icon of the respective role or user. To explicitly deny permissions of a role or user, perform the following: a. In Advanced section, select the Explicitly deny this to selected roles and users checkbox. b. Click Add roles or users button. A window appears. c. To explicitly deny permissions to a role or user, click Roles or Users tab. A list of roles or users appear. d. Select the checkbox of one or more roles or users to whom you want to explicitly deny permission for the action and click Done selecting. You can filter the list of roles or users, by using the dropdown box in the upper-right corner of the window or the search field. For more information about explicit and implicit deny, see Managing permissions. 4. When you are finished changing permissions, click Done. IMPORTANT: If a user is explicitly granted permission for an action, but one or more of her roles is explicitly denied permission for this action, then the user does not have permission for the action. Managing permissions Users, roles, and permissions Table of contents CHANGING PERMISSIONS OF USERS AND ROLES 1. On Permissions page, click by Role or User. To change permissions of a role, click Roles. To change permission of a user, click Users. 34

35 2. From the dropdown box, select the group of roles or users whose permissions you want to change. A list of all roles or users belonging to this group appears. You can search for specific roles or users by using the search field. 3. Click the role or user whose permissions you want to change. A list of actions, grouped in sections, together with the respective permissions for the role or user appears. If a role has permission for a certain action, the system displays in column Allow. If a role does not have permission for a certain action, nothing is displayed in column Allow. If a role is explicitly denied permission for a certain action, the system displays a column Deny and displays in the column. 4. To change permissions of a role or a user, click Change button of the respective group of permissions. A window appears where you can perform the following: Explicitly grand or implicitly deny permissions. If a role has not been explicitly denied permission for an action, the system displays only column Allow containing checkboxes for each action. If a checkbox is selected, the role has permissions for this action. If it is unselected, the role does not have permission for this action. a. To grand or deny permissions of the role, select or deselect the checkboxes of the respective action. b. When you finish, click Done button. Explicitly deny permissions. If a role has already been explicitly denied permission for an action in the group of actions, the system displays column Allow and column Deny. Otherwise, the system displays only column Allow. a. To explicitly deny permissions, you must display column Deny by clicking the Show link, at the bottom of the window. b. To explicitly deny or no longer explicitly deny permission for an action, select or deselect the checkbox of the respective action in column Deny. c. When you finish, click Done button. NOTE: You cannot change the permission of the Administrators role. Managing permissions Users, roles, and permissions Table of contents CHANGING PERMISSIONS OF INDIVIDUAL ITEMS Permissions in Sitefinity are inheritable. Each individual item inherits permissions from the group permission. For example, the permissions for an individual event are inherited from the permissions for the Events section. For more information about section permissions, see Changing global and section permissions. You can modify the inherited permissions of each item, by setting permissions individually. 1. To change the permissions for an item or page, open the page of that content type. For example, open the News page, Events page, or Pages page. Perform one of the following: 2. Click the Actions link of the item or page, whose permission you want to change and perform the following: For pages, generic content items, blogs, blog posts, events, and news, click Permissions. For images, videos, and documents, click Set Permissions. A list with permissions for the item appears. 3. To change individual permission, you must break the inheritance of permissions by clicking Break inheritance button. For each action that you can perform, a change button appears. 4. Perform procedure Changing global and section permissions Step 2 to Step If you want to restore the inherited permissions and delete all custom permissions that have been set for the item, click Inherit permission from parent button. A dialog box appears where you must confirm your actions. 6. When you are finished changing permissions, click Back to <content type> link at the top of the page. 35

36 Managing permissions Users, roles, and permissions Table of contents FILE MANAGEMENT The File Manager displays the hierarchical structure of folders and files in your project. You use it to create, copy, move, upload, download, rename, and delete files and folders. To open the File Manager, click Administration Files. NOTE: You can also view the files of your project from Sitefinity Project Manager by opening the context menu of the project and selecting Explore. The Files page appears. In the left side of the page, the system displays a treeview with the folders of the project and on the right is the content of the selected folder: NOTE: You must have proper permissions to access the Files page. UPLOADING AND DOWNLOADING FILES To upload a file, perform the following: 1. Click Upload button in the toolbar of Files page. The Upload window appears. 2. Enter the name with the file extension and the path of the file or click Select button to browse and select the file. To remove an already selected file, click Remove. NOTE: The file size must not exceed 200 KB. 3. To upload more files, click Add button. The system adds another row for uploading a file. 4. To specify if you want to overwrite an existing file with the same name, select Overwrite if file exists? checkbox. 5. When you are finished, click Upload. To download a file, perform the following: 1. Select the checkbox of the file and click Download. The File Download window appears. 2. Choose whether you want to save the file or open it. NOTE: If you have not selected a specific file for downloading, when you click Download, all the content of the displayed folder is downloaded. COPYING, PASTING, CREATING AND DELETING FILES AND FOLDERS. To copy and paste a file to another folder, select one or more files, click Copy, open the folder where you want to paste it, and click Paste. 36

37 If you have not selected any files, the system copies and pastes the entire folder, which you have selected, together with its content. To delete a file, select it and click Delete button. A dialog box appears, asking you to confirm the deletion. If you have not selected any files, the system deletes the entire folder, which you have selected, together with its content. To create a new folder, select the parent folder and choose New Folder. To navigate from the selected folder to its parent folder, click Folder Up. Table of contents BACKEND LABELS Use this procedure to manage all labels and messages of Sitefinity. Sitefinity has user interface, where all labels and messages, displayed in the backend, are listed. You can change labels and messages and you can export all existing labels, translate them, and import them back in Sitefinity. This way you can create different language versions of the Sitefinity backend. NOTE: Sitefinity has already translated language packs, which you can download and install. For more information, see Backend languages. You install language packs and create and edit labels on Interface Labels & Messages [8] page. To open Interface Labels & Messages page, in the main menu, click Administration Interface Labels & Messages. A list of labels and messages appears. NOTE: If you have more than one backend languages added, you can display the labels in each of the languages. By default, on Interface Labels & Messages page, the system displays the defaults of the labels and messages that are set in Invariant Language. The Invariant Language is used in case you switch back to monolingual mode. In this case, the system displays the labels and messages that are entered in the Invariant Language field. The Invariant Language is also used in case that a label does not have a translation in the default language or the language that is currently used. In this case, the system displays as label or message the text that is set in Invariant Language field. Using the Change dropdown list in the toolbar of the page, you can display labels and messages in all backend languages that you have added. For more information about adding backend languages, see Sitefinity User Guide Basic settings Managing languages Adding backend languages. Section contents Finding a label Use this procedure to sort, filter, and find labels or messages. Creating a new label Use this procedure to create new labels and messages. Editing labels Use this procedure to edit or translate single labels or messages. Table of contents FINDING A LABEL On Interface Labels & Messages page, you can find a label or a message in one of the following ways: Filter the list by type In the right side of the page, select the area that the label or message belongs to. Sorting the list You can sort the list of label alphabetically or by date modified. To do this, click Alphabet or By date tab in the upper-right corner of the page. Find the label Find the label by typing part of it or its description in the search field below the title bar. The search field is case sensitive. Backend labels Table of contents 37

38 CREATING A NEW LABEL To create a new label, perform the following: 1. On Interface Labels & Messages page, click Create a label button. 2. Enter one of the following: If you have one language for the backend, the system displays Label input field, where you enter the label of the field. If you have added more than one language for the backend, the Edit label page displays the following: Invariant Language (Invariant Country) input field In this field, enter the name of the input field that is used to refer to the field regardless of the backend language that is set by default or currently used. This is the default value of the label. An input field for each language In each field, enter the relevant translation in the respective language. 3. In Description input field, enter a description of the label or message. For example, enter where the label is displayed. 4. In Key input field, enter a name for the label or message that is used in the code to refer to that label or message. 5. In Type dropdown, select the resource which the label will belong to. 6. Click Save changes button. The new label appears in the list of all labels. Backend labels Table of contents EDITING LABELS You can edit labels in the following way: 1. On Interface Labels & Messages page, find and click the label. 2. Enter one of the following: If you have one language for the backend, the system displays Label input field, where you enter the label of the field. If you have added more than one language for the backend, the Edit label page displays the following: Invariant Language (Invariant Country) input field In this field, enter the name of the input field that is used to refer to the field regardless of the backend language that is set by default or currently used. This is the default value of the label. An input field for each language In each field, enter the relevant translation in the respective language. 3. In the right side of the page, click Edit description link. An input field appears where you enter the new description and click Save. 4. If the label you are editing is a custom label, created by you or another user, the Delete link appears. By clicking the Delete link, you delete the label or message permanently without an additional confirmation. 5. When you are finished editing the label or message, click Save changes. Changes are saved and the system returns you to Interface Labels & Messages page. Backend labels Table of contents BACKEND LANGUAGES You can change the backend language of Sitefinity by installing one of the existing language packs or by exporting all labels and messages, translating them, and importing them back in Sitefinity. On Sitefinity Marketplace ( you can download for free the following language packs: Arabic 38

39 Dutch French German Italian Portuguese Spanish Turkish If you want to have Sitefinity backend in another language, you must export, translate, and import all labels. To change the language of Sitefinity backend, perform the following: 1. Click Administration Setting Languages. 2. Under Default language for the backend system, select the backend language in which you want to use as a source language for the translation. PREREQUISITE: Before you select a backend language, you must have added it. For more information, see Sitefinity User Guide Basic settings Managing languages Adding backend languages. 3. Click Save changes. 4. Click Administration Interface Labels & Messages. The Interface Labels & Messages [8] page appears. If the language you want to use as backend language is one of the languages available on Sitefinity Marketplace, perform the following: a. Go to and click the language, which you want to use. b. Click Download from Publisher button. c. Save the.zip file on your computer. d. Unzip the.xlsx file and save it. If the language you want to use is not available on Sitefinity Marketplace, you must export and translate all labels. Perform the following: a. In the toolbar of Interface Labels & Messages page, click Export language pack button. The labels and messages are exported as a Microsoft Excel Worksheet (.xlsx file). The file opens, displaying all labels and messages ordered alphabetically. b. You translate the labels by entering their translation directly in the Excel file. IMPORTANT: You can only change columns Value and Description. Do not modify cells in columns ClassId and Key. c. Save the Excel file (a file with.xlsx extension). 5. On Interface Labels & Messages page, click Import language pack button. 6. Select the language for which you want to import a translation of labels and messages. 7. Click Select button and browse your computer to select the Excel file (.xlsx) that contains the translated labels and messages. 8. Click Import. The imported labels are uploaded and associated with the language that you have selected. Every time you select this language in Administration Settings Languages Default language for the backend system, the respective labels are displayed. Table of contents SYSTEM SETTINGS You can modify the settings entirely through the Sitefinity backend UI. All Sitefinity-specific settings are taken out of the project s web.config file and put into separate configuration files in the App_Data/Sitefinity/Configurations folder. The web.config 39

40 file includes only standard ASP.NET configurations. This means that Sitefinity upgrades do not override client configuration settings. Basic settings To configure Sitefinity settings, in the menu at the upper part of the screen, click Administration Settings. The Basic Settings [9] page appears. On this page you can change in a user friendly way the most commonly used settings, such as general settings, settings for comments and languages. For more information, see Sitefinity Use Guide Basic settings. Advanced settings If you need to configure settings other than those on Basic Settings page, click Advanced. The Settings [10] page appears. The Settings page has the following structure: Treeview with a list of all configuration sections. Element section for editing configuration elements. List of properties that could be configured in the backend. Section contents Use this section to make the following configurations: Configuring LDAP settings Use this procedure to configure LDAP - Lightweight Directory Access Protocol for accessing directories over an IP network. Configuring SMTP setting Use this procedure to configure setting SMTP stand for Simple Mail Transfer Protocol. The settings are needed every time the system must send . Running different websites with the same credentials Use this procedure to login with the same credentials to different websites that run on the same localhost, using the same browser. Registering a new widget in Sitefinity In addition to the standard widgets, you can use your own widgets. Before you can use them, you must register them in Sitefinity Toolbox. Enabling Windows Authentication to automatically access Sitefinity backend You can use Widows Authentication mode to automatically access Sitefinity backend. Configuring caching Libraries, such as image albums or video libraries, support output (server) and client (browser) caching. Configuring caching increases your performance. Table of contents CONFIGURING LDAP SETTINGS Windows Active Directory is a directory service created by Microsoft. Active Directory uses a number of standardized protocols to provide a variety of network service, including LDAP. LDAP is Lightweight Directory Access Protocol for accessing directories over an IP network. You configure LDAP settings in the following way: 1. In the main menu, click Administration Settings. The Basic Settings page appears. 2. Click Advanced link. The Settings page appears. 3. Expand Security node in the left of the page. 4. Click LDAP Settings LDAP Connections. A list of all configured connections appears. You can edit an existing connection by clicking it or you can create a new connection by clicking Create new button. 5. Configure the following properties: 40

41 Name ServerName Port ConnectionDomain ConnectionUsername ConnectionPassword UseSsl ResultCacheExpirationTime MaxReturnedUsers UserDns UserFilter MaxReturnedRoles RolesDNs RolesFilter ConnectWithLogOnCredentials AuthenticationType The name of the connection is used for distinguishing LDAP connections in Sitefinity. Enter the name of the server where LDAP is hosted. Enter the LDAP server port. The default post is 389. Enter the domain of the LDAP server. Enter the username for logging to the LDAP server. Enter the password for logging to the LDAP server. Indicates whether the connection use SSL or not Enter the seconds, for which the system caches the LDAP server response results. Enter the maximum number of users that is returned on one request to the LDAP. This number is used for internal paging of results, in order to avoid overconsumption of memory and slow retrieval of big chunks of data. Enter the base/root distinguished name (DN) for the users. Enter the filter that is applied when requesting users from the LDAP. You must use the standard LDAP query syntax. Enter the maximum number of roles that is returned on one request to the LDAP. This number is used for internal paging of results, in order to avoid overconsumption of memory and slow retrieval of big chunks of data. Enter the base/root distinguished name (DN) for the roles. Enter the filter applied when requesting users from the LDAP. You must use the standard LDAP query syntax. Indicates whether to use current user credentials or those entered above. If you select this checkbox, the LDAP is connected and browsed with the credentials that the user provides on logging into Sitefinity backend and you do not have to enter user and password into the LDAP configuration. Enter one of the following: Basic Indicates that basic authentication will be used with the connection. NTML Indicates that Windows NT Challenge/Response (NTLM) authentication will be used with the connection. 6. When you are finished with the configurations, click Save changes. 7. To select which is the default LDAP connection to be used, click LDAP Settings and enter the name of the connection in DefaultLdapConnection input field and click Save changes button. EXAMPLE: The following screenshot shows an example of an LDAP configuration: 41

42 Additional information about LDAP LDAP is based on X.500 specification and specified in Directory service (RFC1777). It stores attribute based data and is more often used to read than to write to the directory. There are no transactions and no rollback. LDAP has a hierarchical data structure. Directory entries are in a tree-like structure called Directory Information Tree (DIT). The following screenshot displays a sample DIT: LDAP uses the following attribute abbreviations: uid cn sn User ID Common Name Surname 42

43 l ou o dc st c Location Organizational Unit Organization Domain Component State Country Search filters The following table lists the meaning of operators used in search filters: Symbol & Meaning AND OR! NOT ~= Approximately equal >= Greater than or equal <= Less than or equal * any EXAMPLE: The following are examples of search filters: (objectclass=posixaccount) (cn=mickey M*) ( (uid=fred)(uid=bill)) (&( (uid=jack)(uid=jill))(objectclass=posixaccount)) System settings Table of contents CONFIGURING SMTP SETTING Use this procedure to configure setting SMTP stand for Simple Mail Transfer Protocol. The settings are needed every time the system must send . For example, to notify an approver that an item is waiting for approval. You configure SMTP settings in the following way: 1. In the main menu, click Administration Settings. The Basic Settings page appears. 2. Click Advanced link. The Settings page appears. 3. Click System SMTP ( Settings). 4. Configure the following properties: Host Enter the name or IP address of the host used for SMTP transactions. 43

44 Port UserName Password Domain DeliveryMethod Enter the port used for SMTP transactions Enter the user name of the account that you use to connect to the SMTP server Enter the password of the account that you use to connect to the SMTP server Enter the domain or computer name that verifies the credentials, entered above. Specify how outgoing messages will be handled. Enter one of the following: Network is sent through the network to an SMTP server. SpecifiedPickupDirectory is copied to the directory specified in PickupDirectoryLocation below for delivery by an external application. PickupDirectoryFromIis is copied to the pickup directory used by a local Internet Information Services (IIS) for delivery. EnableSSL Timeout PickupDirectoryLocation DefaultSender Address Select if you want Sitefinity to use Secure Sockets Layer (SSL) to encrypt the connection. Enter the amount of time in milliseconds after which a synchronous mail sending times out. Enter the folder where applications save mail messages to be processed by the local SMTP server. Enter the address of the sender. This is the address from which the will be send from what appears in the From: field. 5. When you are finished, click Save changes. System settings Table of contents RUNNING DIFFERENT WEBSITES WITH THE SAME CREDENTIALS Use this procedure to login with the same credentials to different websites that run on the same localhost, using the same browser. This way you do not have to logoff from one of the websites to login to the other. Perform the following procedure for all of the websites: 1. Click Administration Settings. The Basic Settings page appears. 2. Click Advanced link. The Settings page appears. 3. In the left pane, click Security. 4. Rename the following fields so that they are different for all the websites: AuthCookieName RolesCookieName LoggingCookieName 5. Click Save changes. 6. Close all websites and clear all browser cookies. 7. Restart the websites. The websites operate simultaneously. 44

45 System settings Table of contents REGISTERING A NEW WIDGET IN SITEFINITY In addition to the standard widgets, you can use your own widgets. Before you can use them, you must register them in Sitefinity Toolbox. To register a widget, perform the following: 1. Click Administration Settings. The Basic Settings page appears. 2. Click Advanced link. The Settings page appears. 3. In the left pane, click Toolboxes Toolboxes. 4. Depending on what kind of widget you want to add, choose one of the following: Type of widget Page widget Procedure Click PageControls Sections. These are the widgets displayed in page editing mode. If you want to add the widget to an existing section, perform the following: a. Click this section in the navigation tree. b. Click Tools A list of all widget in this section appears. c. Click Create new button. If you want to create a new section and add the widget to this section, perform the following: a. Above the list of all sections, click Create new button. b. Fill out the Sections form and click Save changes. For more information about the fields in the form, see the field descriptions below each field. The new section appears in the list of all sections. c. Click the section you have created. d. Click Tools Create new. The widget registration form appears. Form widgets These are the widgets displayed when you create a form with the Forms module. a. Click FormControls Sections Common Tools. A list of all form widget appears. b. Click Create new button. The widget registration form appears. 5. Fill out the Tools form. For more information about the fields in the form, see the field descriptions below each field. The following screenshot displays an example for registering a custom widget (control): 45

46 For more information and a screenshot of registration of a user widget (control), see Sitefinity Developer s Guide Sitefinity Essentials Controls Adding Controls to the Toolbox. 6. When finished, click Save changes. The widget is registered in the toolbox and can be used in Sitefinity. For more information about creating widgets, see Sitefinity Developer s Guide How To. System settings Table of contents ENABLING WINDOWS AUTHENTICATION TO AUTOMATICALLY ACCESS SITEFINITY BACKEND You can use Widows Authentication mode to automatically access Sitefinity backend. To do this, you must perform the following configurations: 1. Enable the LdapUsers provider. a. Click Administration Settings. The Basic Settings page appears. b. Click Advanced link. The Settings page appears. c. In the left pane, click Security Membership Providers LdapUsers. The properties of LdapUsers appear in the right. 46

47 d. Select Enabled checkbox. 2. Edit the LDAP Connection settings. a. On Settings page, click Security LDAP Settings LDAP Connections DefaultLdapConnection. b. The properties of DefaultLdapConnection appear in the right. c. Enter the following values: Field Name ServerName Value DefaultLdapConnection <your server name> For example, enter telerik.com Port 389 This is the default port, if you use another port to connect to your LDAP provider, you must enter it. ConnectionDomain <your connection domain> For example, enter telerik ConnectionUsername ConnectionPassword UseSsl Enter the username, which you will use for active directory authentication. Enter the password, which you will use for active directory authentication. Leave unselected ResultCacheExpirationTime 0 MaxReturnedUsers 200 You can change the value if required. UserDns Filter the users who are going to use Sitefinity. For example, enter OU=Sitefinity,OU=BG,DC=telerik,DC=com The fields have the following meaning: DN: distinguished name, DC: domain component, OU: organizational unit, CN: common name. UserFilter Use this filter for querying AD for users. Use the filter to check if an AD object is a user. For example, enter (&(objectclass=user)(!(objectclass=computer))) MaxReturnedRoles 200 You can change the value if required. RolesDNs Filter the roles which are going to use Sitefinity. For example, enter OU=Sitefinity,OU=BG,DC=telerik,DC=com The fields have the following meaning: DN: distinguished name, DC: domain component, OU: organizational unit, CN: common name. RolesFilter Use this filter for querying AD for groups. Use the filter to check if an AD object is a group. 47

48 For example, enter (objectclass=group) ConnectWithLogOnCredentials AuthenticationType Leave unselected Basic 3. Register a new membership provider with the same name as your domain. a. On Settings page, click Security Membership Providers. b. Click Create New button. c. Enter the following values: Field Name Value <your domain name> The value of this field must be the same as ConnectionDomain that you entered in Step 2c. For example, enter telerik ProviderType Enabled Enter Telerik.Sitefinity.Security.Ldap.LdapMembershipProvider Select 4. Restart your web server. 5. Login to Sitefinity backend. 6. Click Administration Users. 7. Click the user to whom you want to give backend access. The Edit user page appears. 8. Select This user can access site backend checkbox. You can also assign roles to the user by selecting them. 9. Open the web.config file that is located in your project s folder. 10. Find <configuration><system.web> and under it insert <authentication mode="windows"/>. 11. Save and close the web.config file. 12. Using Internet Explorer 7+, in the address field, enter directly the URL of the page you want to access. For example, enter The system takes you directly to the Dashboard. NOTE: If you are running Sitefinity locally, open the project manager, select your project and click Edit in Visual Studio. In the Solution Explorer, click Properties. In the left pane, click Web tab. Under Servers, select NTLM Authentication. System settings Table of contents CONFIGURING CACHING Libraries, such as image albums or video libraries, support output (server) and client (browser) caching. Configuring caching increases your performance. Output and client caching are controlled with cache profiles, which you can configure in the following way: 1. Click Administration Settings. The Basic Settings page appears. 2. Click Advanced link. The Settings page appears. 3. In the left pane, click System Output Cache Settings. 48

49 The following globally available caching profiles appear: Type of caching Available profiles Output Cache Profiles No caching The output caching is disabled for this profile. Output will not be cached. Standard caching This is the default profile for all content. It is set to expire in 120 seconds and SlidingExpiration is enabled. Long caching It is set to expire in seconds, absolute time. Client Cache Profiles No caching The client caching is disabled. No expiration of the content will be set and the actuality will be verified for every page request. Standard caching This is the default profile for all content. It is set to expire in 90 days from the request. Long caching It is set to expire in 1 year from the request. These profiles are applicable to page and content caching. You can set cache profiles to individual pages or libraries. If no profile is set to a page or library, the default profile is applied. You can change the default profiles and you can globally turn on and off output and client caching, regardless of individual settings made on pages and libraries. System settings Table of contents DEPLOYMENT You use the following deployment procedures to migrate a Sitefinity project from your development machine to a production server. After the physical relocation of the application, all CMS functionality continues to operate. You do not need to install Sitefinity on the server. You must only move the files of the project to the production server. 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 The following screenshot is an example of your project files: The files are located in your Projects folder. For more information about managing your project files, see File management. Section contents Deploy projects to shared hosting Use this procedure to migrate an existing Sitefinity project from your development machine to a shared hosting using an FTP connection. Deploy projects to a private virtual server Use this procedure to migrate an existing Sitefinity project to a virtual server to which you have full access. Deploy Sitefinity projects to Windows Azure 49

50 Use this procedure to migrate your Sitefinity project to Windows Azure cloud services. Table of contents DEPLOYING SITEFINITY PROJECTS TO SHARED HOSTING Use this procedure to migrate an existing Sitefinity project from your development machine to a shared hosting. You do not need to install Sitefinity on the production server. You upload your files on the shared host server using FTP connection. To do this, you must have an FTP client installed. NOTE: You can use the free FTP client for Mozilla Firefox FireFTP ( or any other FTP client. To upload your project, perform the following: 1. Open your FTP client and enter your FTP credentials. NOTE: Your host must provide you with username, password, and port number. 2. Connect to the server. For more information, see your FTP client's documentation. 3. Upload your files in root directory of the server. 4. If your website project uses Microsoft SQL Server database, instead of Microsoft SQL Server Express, you must move the SQL database to the new location. You can do this with either backup and restore the database, or with de-attach and attach through SQL Management Studio. For more information, see NOTE: After restoring the database, you must obtain a connection string. A connection string is formed using the database name, the username, and the password. Following is an example of how a connection string is formed: Data Source=myServerAddress; Initial Catalog=myDataBase; User Id=myUsername; Password=myPassword; For more information about connection strings, see the Connection strings for SQL Server 2008 at 5. Open your project files on the new location. 6. Click folder App_Data Sitefinity Configuration. 7. Open file DataConfig and enter the obtained connection string inside. NOTE: Make sure that your ASP.NET version is set to 4.0. You can do this from the control panel of your hosting. After performing the above procedure, you will have a fully workable and deployed website. TROUBLESHOOTING If while accessing the WCF service you get an error concerning the IIS authentication scheme, visit for instructions. Deployment Table of contents DEPLOY SITEFINITY PROJECTS TO PRIVATE VIRTUAL SERVER Use this procedure to migrate an existing Sitefinity project to a virtual server to which you have full access. You do not need to install Sitefinity on the server. You upload your files by copying them. Perform the following: 1. Create a folder in the file system of the remote server. 2. Copy your project files in the created folder. 3. Open the Internet Information Service (IIS) from the remote server. 4. In the left pane, right-click Sites Add Web Site. A dialog box appears. 50

51 5. Enter a name for the site. 6. Select an application pool. You must select an application pool that uses ASP.NET Select the physical path to the folder, you created in Step Enter a port binding and click OK. 9. If your Web site project uses Microsoft SQL Server database, instead of Microsoft SQL Server Express, you must also migrate the SQL database to the new location. For more information, see Deploying Sitefinity projects to shared hosting Step 4 to Step 7. DEPLOYING A PROJECT AS A SUBSITE 1. Create a folder in the file system of the remote server. 2. Copy your project files in the created folder. 3. Open the Internet Information Service (IIS) from the remote server. 4. In the left pane, expand Sites node. 5. Right-click the site of which you want to create a subsite and click Add Virtual Directory. NOTE: Make sure the site you click meets the ASP.NET 4.0 requirements. 6. In the window that appears, enter an alias for the subsite. 7. Select the physical path to the folder, you created in Step 1 and click OK. 8. If your website project uses Microsoft SQL Server database, instead of Microsoft SQL Server Express, you must also migrate the SQL database to the new location. For more information, see the above procedure Step 4 to Step 7. Deployment Table of contents DEPLOYING SITEFINITY PROJECTS TO WINDOWS AZURE Use this procedure to migrate your Sitefinity project to Windows Azure cloud services. PREREQUISITES: Before you proceed to deployment, you must have the following: You must have an active Windows Azure subscription. The following procedure uses Windows Azure Platform accounts, and databases. Management Portal to manage your hosted services, storage You must have a valid Sitefinity license for <your domain> or <domainprefix>.cloudapp.net supporting Network Load Balancing (NLB). NOTE: Currently, the Enterprise and the Professional editions have NLB support included by default. You can also purchase it as an additional module. For more information, see the License Comparison page. You must have Microsoft Visual Studio 2010 installed. You must have Visual Studio Tools for Azure and Azure SDK installed. You can download them from You must have a copy of the SQL Azure Migration Wizard installed. NOTE: Deploying the project to Windows Azure has the following restrictions: You cannot install a project directly to the cloud. You must create and develop your project locally and then migrate it to the cloud environment. You must prepare locally and include in the deployment package all themes, labels (including language pack imports), and other resources that are kept in App_Data folder. Once the project is deployed, they must remain read-only. Search is disabled in a way that nothing is actually written to the disk. This means that the UI works as previously, but nothing is actually kept in search indexes and no search results are fetched. Video thumbnails are not automatically generated and you must set them manually. 51

52 Section contents Use the following procedure to deploy an existing Sitefinity project to the Windows Azure Platform: Setup the cloud environment Create a new or select an existing project Prepare the project for deployment Migrate your database to SQL Azure Deploy the project Deployment Table of contents SETUP THE CLOUD ENVIRONMENT Setup a hosted service, a storage account and a database server. RECOMMENDATION: To increase performance, we recommend that you locate your hosted service, storage account, and database server in the same data center. To achieve this, when creating your hosted service create an affinity group and specify the same affinity group when you create the storage account. When creating the database server, specify the same region as the one specified in the affinity group. 1. Log into the Management Portal. 2. Create a hosted service. For more information, see How to Create a Hosted Service. 3. In the Deployment options, select Do not deploy. 4. If you do not want to use an existing database server, you must create one. For more information, see SQL Azure Provisioning Model. 5. If you do not have an existing storage account, we recommend that you create one. For more information, see How to Create a Storage Account. NOTE: The storage account is used for logging purposes only. We recommend that you create one, because Sitefinity logs, which are stored in the Logs folder on-premise, are stored in this storage account in a table named WADLogsTable. To view the table, you can use Visual Studio s Server Explorer (if you have installed Windows Azure Tools for Visual Studio ) or a separate tool, such as Azure Storage Explorer. Deploying Sitefinity Projects to Windows Azure Deployment Table of contents CREATE A NEW OR SELECT AN EXISTING PROJECT You can deploy an already existing project or create a new project locally and then deploy it. 1. Open Sitefinity Project Manager. 2. Create a new project or select one of your existing projects. For more information about creating a new project, see Creating a project and installing a license and Configuring and starting a project. NOTE: When you configure the new project, on the database configuration screen, select Microsoft SQL Server to work locally. Later, you will migrate the local database to SQL Azure. If your existing project is not in the Project Manager, you must add it. For more information, see Adding an existing project to the project manager. 3. Select your project in the Project Manager and click Edit in Visual Studio button in the toolbar. For more information, see Functions of Sitefinity Project Manager. Microsoft Visual Studio opens. RECOMMENDATION: Before proceeding further, we recommend you to remove the project from the Project Manager or the IIS, because after the DataConfig.config is changed (as described below) using the website locally will actually modify your production SQL Azure database. Deploying Sitefinity Projects to Windows Azure Deployment Table of contents 52

53 PREPARE THE PROJECT FOR DEPLOYMENT 1. In Microsoft Visual Studio, modify the web.config file in the following way: a. In the configsection section add or uncomment the following declaration: <sectiongroup name="telerik"> <section name="sitefinity" type="telerik.sitefinity.configuration.sectionhandler, Telerik.Sitefinity" requirepermission="false" /> </sectiongroup> b. To set the environment to Windows Azure and to enable the database configuration storage mode, add or uncomment the following: <telerik> <sitefinity> <environment platform="windowsazure" /> <sitefinityconfig storagemode="database" /> </sitefinity> </telerik> NOTE: The database configuration storage mode allows having shared storage (SQL Azure database) for all configuration changes, which is visible by all web role instances. Thus, changes made by one instance are automatically synchronized to all other instances. Backing up your database also backs up your configuration changes. c. Ensure that the system.servicemodel/servicehostingenvironment element has the multiplesitebindingsenabled set to true: <system.servicemodel>... <servicehostingenvironment... multiplesitebindingsenabled="true" /> 2. Verify project s references in the following way: a. In the Solution Explorer, expand SitefinityWebApp References. b. Make sure that all assemblies, which are referenced from SitefinityWebApp, including references to your custom libraries, have property Copy Local set to True, except the following:.net framework assemblies, which start with System, except System.Windows, which must have Copy Local set to True Microsoft.WindowsAzure.ServiceRuntime MySql.Data and Telerik.OpenAccess.MySql.Data Interop.DexterLib To view the properties of an assembly reference, select it and press ALT+ENTER. 3. Add the configuration and license files to the SitefinityWebApp project in the following way: a. In the Solution Explorer, select SitefinityWebApp App_Data. b. Click Show All Files button on top of the Solution Explorer window. c. Expand the Sitefinity folder. d. In the context menu of folder Configuration, click Include in Project. e. Include also the license file (having a.lic file name extensions), which is under the Sitefinity folder. If needed, refresh the Solution Explorer. f. Edit the properties of the newly added license file by selecting it in the Solution Explorer and pressing ALT+ENTER. g. Change the value of the Build Action property from None to Content. h. Include any customized resources (labels) from the Sitefinity\Resources folder. This is also valid for Sitefinity installations, which have language packs imported. 4. Add a new Windows Azure Project to the solution. To do this perform the following: 53

54 a. In the context menu of your solution, click Add New Project Add New Project window appears. b. In the left pane, expand Visual C# and select Cloud. c. In the center pane, select Windows Azure Project. d. Enter a name for the project and click OK. e. In the window that appears, do not create any roles and click OK. The wizard closes. 5. Add SitefinityWebApp as a web role. a. Under the newly created project, open the context menu of Roles. b. Click Add Web Role Project in solution. c. Select SitefinityWebApp and click OK. 6. Configure the web role. a. Double-click on the newly added web role. b. On the Configuration tab specify the Instance count. This is the number of role instances that the Windows Azure Platform will create and run. You can change this number while the role is deployed and running. c. Specify the storage account credentials for the Diagnostics results in the following way: i. Get the storage account key by selecting the storage account in the Management Portal and in the Properties section on the right, under the Primary access key, click View. ii. iii. iv. Click Copy to Clipboard button on the right. If a popup appears, asking to permit clipboard access to the Silverlight plugin, click Yes. Under Specify the storage account credentials for the Diagnostics results, click The Storage Account Connection String dialog box appears. Select Enter storage account credentials radio button. v. Enter the account name and paste the key, you have copied. d. Go to the Endpoints tab and add an internal endpoint, using the HTTP protocol and name it SitefinityInternalEndpoint. Do not set the Public/Private Port and SSL Certificate Name settings. Sitefinity relies on the existence and naming of this endpoint to synchronize the running instances of your web role. The following screenshot displays the internal endpoint: NOTE: When you add an internal HTTP endpoint, Visual Studio automatically adds a binding of the web role site to that endpoint. Sitefinity relies on this to synchronize the communication among role instances (cache invalidation, etc.). e. Open the Local Storage tab and click Add Locale Storage. f. Add a 1024MB storage and name it LibrariesTemp. Make the storage to be cleaned on role recycle. The following screenshot displays the added local storage: 54

55 Deploying Sitefinity Projects to Windows Azure Deployment Table of contents MIGRATE YOUR DATABASE TO SQL AZURE 1. Configure the SQL Azure firewall. To be able to access your SQL Azure database server from your local machine, add a firewall rule for your IP: a. Log to the Management Portal and click Database in the lower-left pane. b. In the tree on the left, expand your subscription and select your database server. c. In the right, expand the list of firewall rules and select Allow other Windows Azure services to access this server checkbox. This adds a special rule named MicrosoftServices. d. In the bottom of the list, click Add and enter a name for the rule. e. Copy Your current IP address (shown at the bottom of the dialog) and paste it in IP range start and IP range end input fields. f. Click OK. 2. Migrate your local database to SQL Azure. If you use SQL Express data file, you must first attach it to a running SQL Server instance. a. Download and run the SQL Azure Migration Wizard. b. On the Select Process step, select Analyze and Migrate SQL Database. c. Provide connection information to your local database. No changes to the default settings are required until the script generation is completed on Results Summary screen. d. On the next step, provide connection information for your SQL Azure database server. In Server, enter the SQL Azure Server fully qualified DNS name. The name must have the following format: <yourservername>.database.windows.net. You can find the fully qualified DNS name in the following way: i. In the Management Portal of Windows Azure Platform, click Database. ii. iii. Select your database instance and expand Properties pane in the right. The name appears in Fully Qualified DNS Name field. e. Select an empty the database you have already created for this deployment or create a new one. To create a new database, click Create Database button, enter name and size, and confirm. f. Click Next and confirm the execution of the previously generated migration SQL script against this database. g. When you are finished, click Exi to close the Migration Wizard. 3. Change the connection string in the DataConfig.config file of your project to point to the SQL Azure instance, where you have migrated your database. The format of the connection string element is the following: <add dbtype="sqlazure" name="sitefinity" connectionstring="server=<servername>.database.windows.net;user ID=<userName>@<serverName>;Password=<password>;Database=<databaseName>; Trusted_Connection=False;Encrypt=True" providername="system.data.sqlclient" /> 55

56 NOTE: In order Sitefinity to function normally with SQL Azure, set the dbtype attribute is to SqlAzure. RECOMMENDATION: We recommend that you keep the Visual Studio solution for future purposes, such as upgrade. Deploying Sitefinity Projects to Windows Azure Deployment Table of contents DEPLOY THE PROJECT 1. Create the deployment package: a. In MS Visual Studio, open the context menu of the Windows Azure project, which you created in Prepare the project for deployment Step 4, and click Publish. b. Select Create Service Package Only radio button and click OK. The deployment package and the configuration file are generated and Visual Studio opens the Publish folder in Windows Explorer. 2. Deploy the package. a. Go to the Management Portal. b. In the ribbon, select the hosted service you created in Setup the cloud environment and click New Staging Production Deployment, depending on which deployment environment will be used for the deployment. c. Enter a name for the deployment. d. In Package location, click Browse Locally and select the *.cspkg file from the Publish folder. e. In Configuration file, click Browse Locally and select the *.cscfg file from the Publish folder. f. Click OK. NOTE: If the role has been configured to run with only one instance, a warning message appears. You must confirm the message. NOTE: The deployment is complete when the status of all role instances, the role itself, and the deployment is Ready. 3. Navigate to the deployed application. In the Management Portal, select the deployment and click on the DNS name link in the Properties pane on the right. Your home page is loaded successfully. Deploying Sitefinity Projects to Windows Azure Deployment Table of contents THE ERROR LOG FILE During execution, the system records ASP.NET runtime errors in a log file. The file is named Error.log and you can find in in your project's App_Data\Sitefinity\Logs folder. NOTE: Error messages from web services are recorded by the browser and are not recorded in the Error.log file. The following example displays an error entry in the log file: Timestamp: 8/2/ :41:21 AM Message: HandlingInstanceID: f-446d-be65-87e05d0141c7 An exception of type 'System.Web.HttpUnhandledException' occurred and was caught /02/ :41:21 Type : System.Web.HttpUnhandledException, System.Web, Version= , Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a Message : Exception of type 'System.Web.HttpUnhandledException' was thrown. Source : System.Web Help link : ErrorCode : Data : System.Collections.ListDictionaryInternal TargetSite : Boolean HandleError(System.Exception) Stack Trace : at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain(Boolean includestagesbeforeasyncpoint, Boolean includestagesafterasyncpoint) at System.Web.UI.Page.ProcessRequest(Boolean includestagesbeforeasyncpoint, Boolean includestagesafterasyncpoint) at System.Web.UI.Page.ProcessRequest() 56

57 at System.Web.UI.Page.ProcessRequest(HttpContext context) at Telerik.Sitefinity.Web.UI.ControlLiteralRepresentation.Render(HtmlTextWriter writer) Additional Info: MachineName : TOTEVA TimeStamp : 8/2/ :41:21 AM FullName : Telerik.Sitefinity.Utilities, Version= , Culture=neutral, PublicKeyToken=b28c218413bdf563 AppDomainName : 2c7b48cd ThreadIdentity : admin WindowsIdentity : TELERIK\toteva Inner Exception Type : System.NullReferenceException, mscorlib, Version= , Culture=neutral, PublicKeyToken=b77a5c561934e089 Message : Object reference not set to an instance of an object. Source : Telerik.Sitefinity Help link : Data : System.Collections.ListDictionaryInternal TargetSite : Void OnPreRender(System.EventArgs) Stack Trace : at Telerik.Sitefinity.Web.UI.PublicControls.FeedEmbedControl.OnPreRender(EventArgs e) at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Page.ProcessRequestMain(Boolean includestagesbeforeasyncpoint, Boolean includestagesafterasyncpoint) Category: ErrorLog Priority: 0 EventId: 100 Severity: Error Title:Sitefinity Error Log Machine: TOTEVA Application Domain: 2c7b48cd Process Id: 4660 Process Name: C:\Users\toteva\Desktop\Sitefinity.exe Win32 Thread Id: 3068 Thread Name: Extended Properties: Table of contents TIPS FOR OPTIMIZING PERFORMANCE CONFIGURE THE RECYCLE TIME When the site is accessed for the first time and Sitefinity is activated, many operations are carried before Sitefinity can function. For example, configurations are loaded, resources are loaded, most of the modules and data providers are initialized, database connections are established, and object/relational mappings are constructed. In some cases, dynamic types also have to be constructed. RECOMMENDATION: To improve the overall experience, configure the application pool to recycle the process as less as possible and also configure your application to start automatically after recycle. You can configure it to recycle every 24 hours, during the time when the site is least accessed. For more information about how to configure auto start, see This way, the user who makes the first request after the recycle, will not experience slow response, because of the initialization. You can set up the recycle periods in the advanced settings of the application pool in the IIS management console. You must also disable recycling for idle time. FORCE PAGES TO COMPILE When a page is served for the first time after it has been published, Sitefinity generates the markup for that page and then it passes it to ASP.NET engine for compilation. Then ASP.NET compiles the page in an assembly that is stored in a temporary folder. Then the actual page instance is created from the compiled assembly and subsequent request are served faster, because the steps for generating the markup and compilation are skipped. The compiled assembly is persistent between application restarts, but it 57

58 will be invalidated and recompiled, if the page is changed and republished or, if for some reason the ASP.NET assembly cache is cleared. RECOMMENDATION: You can create an external service, which periodically browses the site. This way it will force any not compiled page to compile. CHANGE THE CACHE EXPIRATION TIME Once the page is compiled the actual request processing begins. The page is instantiated and executed. The page and all controls on it go through their lifecycle to complete their business logic and generate the output HTML. Also this is the stage where all permissions are checked, all necessary data is collected from the database and etc. Once the response is generated, it could be cached before sending it to the client. By default Sitefinity caches the response allowing subsequent requests to skip the entire step. NOTE: The response may vary for different browsers and some request conditions. This is why this step may still be executed even though the output has already been cached. For example, if the request is authenticated with credentials that allow inline editing, output cache will not take effect and this step will always be executed. When testing output cache, make sure you are logged out. RECOMMENDATION: Set output cache expiration to much longer period. The default is 2 minutes. Table of contents APPENDIX SCREENSHOT [1] Back 58

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