Sitecore Experience Platform Installation Guide SC90
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Sitecore Experience Platform 9.0 Sitecore Experience Platform Installation Guide Rev: October 23, 2017 Sitecore Experience Platform Installation Guide Sitecore Experience Platform 9.0 Installation guide for administrators and developers Sitecore Experience Platform 9.0 Table of Contents Chapter 1 1.1 1.1.1 1.1.2 1.1.3 Chapter 2 2.1 2.1.1 2.1.2 2.1.3 2.1.4 2.1.5 2.1.6 2.1.7 2.2 2.2.1 2.2.2 2.3 2.3.1 2.3.2 2.3.3 2.3.4 Chapter 3 3.1 3.1.1 3.2 3.2.1 3.2.2 3.2.3 3.2.4 3.2.5 3.3 3.4 Chapter 4 4.1 4.1.1 4.1.2 4.1.3 4.2 4.2.1 Chapter 5 5.1 5.1.1 5.1.2 5.2 5.2.1 Chapter 6 6.1 6.2 6.3 6.4 6.5 Chapter 7 Introduction ................................................................................................................................4 Getting Started ............................................................................................................................... 5 Preparing to Install Sitecore XP ................................................................................................... 5 How to Use This Installation Guide .............................................................................................. 5 Installation Process Overview......................................................................................................6 Prerequisites and Requirements .................................................................................................. 7 Sitecore Hosting Environment Requirements ..................................................................................8 IIS Requirements .........................................................................................................................8 Operating System Requirements ................................................................................................8 .NET Framework Requirements ..................................................................................................8 Visual Studio Requirements for Custom Solutions .......................................................................8 Database Requirements ..............................................................................................................9 Search Indexing Requirements ....................................................................................................9 Hardware Requirements for a Server Running a Single Sitecore Installation ................................9 Sitecore Client Requirements ........................................................................................................ 10 Software Requirements ............................................................................................................ 10 Hardware Requirements ........................................................................................................... 10 Sitecore Installation Prerequisites ................................................................................................. 11 File System Permissions ............................................................................................................ 11 Prerequisites for the Sitecore Installation Framework ............................................................... 12 Enable Contained Database Authentication .............................................................................. 13 Installing Solr ............................................................................................................................ 13 Preparing the Environment for Deployment.............................................................................. 15 Select and Configure Your Topology ............................................................................................. 16 Deploy Your Chosen Topology .................................................................................................. 16 Set Up and Configure the Sitecore Installation Framework Module ............................................... 20 Installing the Installation Framework Module Using MyGet....................................................... 20 Manual Installation .................................................................................................................... 20 Validate the Installation ............................................................................................................ 21 Customizing the Sitecore Installation Framework ..................................................................... 22 Sitecore Fundamentals Dependency ......................................................................................... 22 Install a Local Instance of Sitecore ................................................................................................. 23 Install an Instance of Sitecore Remotely ........................................................................................ 24 Production Environment Setup ................................................................................................. 25 Sitecore XP Security Requirements: SSL ....................................................................................... 26 Set Up Server Certificate SSL Authentication on IIS .................................................................. 26 Set Up Client Certificates .......................................................................................................... 27 Set Up a SSL Certificate for Solr ................................................................................................ 30 Install Sitecore XP ......................................................................................................................... 31 Specifying the Certificates during Installation ........................................................................... 32 Local Environment Setup .......................................................................................................... 33 Install Prerequisites ....................................................................................................................... 34 Download the Configuration Files ............................................................................................. 34 Set Up the Sitecore Installation Framework .............................................................................. 34 Install Sitecore XP ......................................................................................................................... 35 Edit and Run the Installation Script ........................................................................................... 35 Sitecore XP Post-Installation Steps ........................................................................................... 37 Add a Recognized User to the xDB Shard Databases ..................................................................... 38 Rebuild the Search Indexes and the Link Databases ...................................................................... 40 Deploy Marketing Definitions ........................................................................................................ 41 Content Expiration ........................................................................................................................ 42 Tracking Configuration .................................................................................................................. 44 Troubleshooting ....................................................................................................................... 45 2 Sitecore Experience Platform Installation Guide 7.1 Common Issues .............................................................................................................................46 Chapter 8 Appendix .................................................................................................................................. 47 8.1 Windows Authentication for Sitecore ............................................................................................ 48 8.1.1 References to the Certificates ...................................................................................................49 8.1.2 Administrator Permissions ........................................................................................................ 50 8.1.3 Azure Cloud Deployment Topologies ........................................................................................ 50 Sitecore® is a registered trademark. All other brand and product names are the property of their respective holders. The contents of this document are the property of Sitecore. Copyright © 2001-2017 Sitecore. All rights reserved. 3 3 Sitecore Experience Platform 9.0 Chapter 1 Introduction This guide describes how to install Sitecore Experience Platform 9.0 rev. 171002 (Initial Release). The document contains the following chapters: Chapter 1– Introduction An introduction to the Sitecore Experience Platform 9.0 installation process. Chapter 2 – Prerequisites and Requirements An outline of the installation requirements for Sitecore XP. Chapter 3 – Preparing the Environment for Deployment Preparing your environment for the deployment of Sitecore. Chapter 4 – Production Environment Setup Steps to install Sitecore onto a scaled out, multiple server role environment. Chapter 5 – Local Environment Setup For developers installing Sitecore on a local environment. Chapter 6 – Sitecore XP Post-Installation Steps Information about necessary actions after installation. Chapter 7 – Troubleshooting Answers to common problems you may encounter while installing Sitecore. Chapter 8 – Appendix Additional referential information to help you install Sitecore. 4 Sitecore Experience Platform Installation Guide 1.1 Getting Started Sitecore is divided into two distinct product areas. It contains: Sitecore Experience Management (XM) – the content management and personalization features. Sitecore Experience Platform (XP) – the content management, personalization, marketing and analytics features. The Sitecore Experience Platform is divided into a number of logical areas: Sitecore Experience Database (xDB) – where all experience data of the contact is stored. xConnect – an independent service layer that connects the xDB to Experience Applications, and allows other channels to add data to the xDB. Experience Applications – with applications such as List Manager, Campaign Manager, FXM, and Experience Analytics. Experience content management – with applications such as the Experience Editor and Experience Explorer. You can install the entire Sitecore Experience Platform (XP), or the Experience Management (XM) solution. For more information about Sitecore XP or XM, refer to the Sitecore Documentation site – http://doc.sitecore.net. For assistance, or to report any discrepancies between this document and the product, please contact http://support.sitecore.net/helpdesk/. 1.1.1 Preparing to Install Sitecore XP For small implementations, including local environments such as developer workstations and testing environments, Sitecore XP and the database server can be installed on a single computer. For larger implementations, the database server is typically separated from the application server. The content authoring environment for business users is also frequently separated from the content delivery environment that is accessed by Internet users. For information about scaling Sitecore and security hardening, see the Scaling and Architecture Guide and the Security hardening sections on the Sitecore Documentation site – https://doc.sitecore.net/. 1.1.2 How to Use This Installation Guide To install the Sitecore Experience Platform, ensure that you meet all the prerequisites, have installed all the required software, and configured your environment accordingly. The Sitecore Experience Platform is designed to be used in production environments with the relevant security and performance best-practices in place. Sitecore can also be run in a local development environment for the development of Sitecore by a web developer. If you are installing Sitecore to a production environment, you must follow the Production Environment Setup chapter. If you are installing Sitecore to a local environment, you must follow the Local Environment Setup chapter. After you have followed either the local or production environment installation steps, and to complete the installation of Sitecore 9.0, you must follow the procedures in the Sitecore XP Post-Installation Steps chapter. Starting with Sitecore 9.0, the on-premises installation of the platform takes place in the context of the Sitecore Installation Framework. The framework deploys Web Deploy Packages (WDP) by passing parameters to configuration files through a Microsoft® PowerShell module. 5 5 Sitecore Experience Platform 9.0 For Cloud deployments and installation, refer to the relevant installation guidelines available on the Sitecore Documentation site – https://doc.sitecore.net. 1.1.3 Installation Process Overview This section gives an overview of the installation process using the Sitecore Installation Framework. For more information about the installation framework, cmdlets, and extensibility points, refer to the Sitecore Installation Framework Configuration Guide. You can download the guide from the Sitecore Downloads page – https://dev.sitecore.net. To install an instance of Sitecore: 1. Ensure you meet the software and hardware requirements as described in the Prerequisites and Requirements chapter of this guide. 2. Install the Sitecore Installation Framework Microsoft PowerShell® module in the computer where you will install Sitecore, as described in the section Set Up and Configure the Sitecore Installation Framework. 3. Locate the web deploy packages and configuration files for your chosen topology as described in the Download the Web Deploy Packages and Environment Configuration Files section. 4. Configure the installation parameters as described in the Configure Parameters in the Environment Configuration Files section. 5. If necessary, you can customize your configuration as described in the Sitecore Installation Framework Configuration Guide. 6. Deploy Sitecore to either a local or a remote computer. 6 Sitecore Experience Platform Installation Guide Chapter 2 Prerequisites and Requirements This chapter describes the prerequisites, hardware, and software requirements for Sitecore XP 9.0. In this document, the term “server” refers to a Windows OS Web server and the term “host” refers to an installation of Sitecore XP on either a server or a workstation. This chapter contains the following sections: Sitecore Hosting Environment Requirements Sitecore Client Requirements Sitecore Installation Prerequisites 7 7 Sitecore Experience Platform 9.0 2.1 Sitecore Hosting Environment Requirements Sitecore XP 9.0 has specific requirements for the operating system, IIS Web Server, .NET Framework, and the database server. Important When you configure the Sitecore Experience Database (xDB), you must synchronize all the servers in your solution to a single reliable time source, for example, by means of the Network Time Protocol (NTP). The aggregation of engagement automation states depends on the system time, and changing this can lead to incorrect aggregation results or loss of data. 2.1.1 IIS Requirements Sitecore XP can be hosted on the following IIS versions: IIS 10.0 IIS 8.5 You must use the version of IIS that your operating system supports. For more information about IIS and operating systems, see Microsoft’s documentation. Sitecore XP does not officially support any other ASP.NET web servers such as IIS Express, or Mono Web Server, and it neither supports nor allows multiple IIS website definitions pointing to the same Sitecore web root. Important If you plan to use one or more processing, dedicated publishing, and/or indexing servers that do not handle requests, you must use Application Initialization to successfully start Sitecore after you recycle the application pool. If you do not do this, Sitecore will not launch and its application pool can shut down due to inactivity. 2.1.2 Operating System Requirements Sitecore XP 9.0 is only compatible with the client and server operating systems that support .NET Framework 4.6.2 or later. Sitecore XP can be hosted on the following Microsoft operating systems: Windows Server 2016 Windows Server 2012 R2 (64-bit) Windows 10 (32/64-bit) Windows 8.1 (32/64-bit) Important Ensure that you run Windows Update and install all the appropriate service packs and security updates on all of your Sitecore XP host and client computers. 2.1.3 .NET Framework Requirements Sitecore XP 9.0 requires .NET Framework 4.6.2 or later. You must apply any available updates to the .NET Framework to every Sitecore installation. 2.1.4 Visual Studio Requirements for Custom Solutions Sitecore XP 9.0 requires Microsoft Visual Studio 2015 or later, targeting .NET Framework 4.6.2. 8 Sitecore Experience Platform Installation Guide 2.1.5 Database Requirements Sitecore 9.0 supports the following database servers: Microsoft SQL Server 2016 SP1: This version supports the XM databases and is the required and only supported version for the Experience Database (xDB). Microsoft SQL Server 2014 SP2: This version only supports XM databases and does not support the Experience Database (xDB). Important Sitecore XP 9.0 rev. 171002 does not currently support MongoDB or Oracle databases for the Experience Database (xDB). Support will be added in future versions of Sitecore. Note You can also use Windows authentication to connect to the SQL server. For more information about connecting to the SQL server, see the Windows Authentication for Sitecore section. 2.1.6 Search Indexing Requirements Sitecore XP 9.0 supports several indexing providers. For information about installing or managing them in a Sitecore context, refer to the Sitecore Documentation site – https://doc.sitecore.net. Sitecore supports the following indexing providers: Solr 6.6.1 For the XP0 and XP1 topologies, Solr is the default search provider. Lucene For the XM1 topology, Lucene is the default search provider. Note Lucene only supports Content Search and does not support xConnect. Azure Search The Azure Search provider is supported for Azure Cloud PAAS deployments only. 2.1.7 Hardware Requirements for a Server Running a Single Sitecore Installation To run a single Sitecore installation, the minimum configuration requirements are: 4 core processor 16GB of RAM Note The recommended hardware requirements are for running the software on a single computer. For more information about running Sitecore on different kinds of hardware, consult your Sitecore partner or technical sales representative. 9 9 Sitecore Experience Platform 9.0 2.2 Sitecore Client Requirements This section describes the software and hardware requirements for Sitecore when accessed by a client, such as a desktop computer or a mobile device. 2.2.1 Software Requirements Browser Sitecore XP clients are browser-based user interfaces. Sitecore XP 9.0 has been tested and can run on the following browsers: Microsoft Internet Explorer 11. Mozilla Firefox 54, 55, 56. Google Chrome 60, 61. Microsoft Edge 40. Apple Safari 9, 10, 11. Note Sitecore XP 9.0 rev. 171002 supports all the current stable versions of these browsers. However, it does not support the Compatibility view in Internet Explorer 11. Although Sitecore XP supports the tested versions of the listed browsers, due to bug fixes and vulnerabilities, newer browser revisions are continually released. Sitecore will support the latest revisions of these browsers. For more information about configuring a browser, see the Browser Configuration Reference document on the Sitecore Developer Network. 2.2.2 Hardware Requirements Sitecore XP 9.0 has the following hardware requirements for the client device: Processor: Intel Pentium 4, 2GHz or faster processor. RAM: 512 MB minimum, 1GB – recommended. TCP/IP connection at 512Kbps or faster to the Sitecore XP host. 1024 x 768 or greater screen resolution required for advanced operations. You do not have to install any additional software on the Sitecore XP clients that access Sitecore XP servers. 10 Sitecore Experience Platform Installation Guide 2.3 Sitecore Installation Prerequisites Before you begin your installation of Sitecore, ensure you have fulfilled all the requirements for the platform and the installation framework. 2.3.1 File System Permissions File System Permissions for ASP.NET Requests Sitecore XP executes requests for ASP.NET resources and all the .NET code running within the application with the permissions of the account configured as an identity for the website’s application pool. This account requires Modify permissions for all the files, folders, and subfolders under the \wwwroot\folder. Note The Sitecore Installation Framework automatically sets all required rights to your website folder. If you deploy Sitecore through a manual configuration, such as a PowerShell script or similar, you must set the correct file system permissions. The following table contains the default account used for processing ASP.NET requests in the different versions of IIS: IIS Version Default ASP.NET account name 8.5 NETWORK SERVICE 10 NETWORK SERVICE If you select a different user account to process the ASP.NET requests, you must also grant this account the Modify permissions. For more information about application pool identities and specifically about assigning rights to the AppPoolIdentity account, see the following article. File System Permissions for System Folders To be able to load .NET runtime and ASP.NET resources used for processing the ASP.NET requests, the worker process hosting the Sitecore XP application requires access to multiple system files and folders that are not distributed as a part of Sitecore XP, but are installed as a part of the Windows Operating System and the .NET framework. The Microsoft site has more information about built in groups and accounts in IIS. Most of these permissions are granted by IIS to all ASP.NET applications, automatically making the application pool identity account a member of the IIS_IUSRS security group. However, in certain environments, you must manually grant permissions for the Application Pool Identity to the following system locations: Default location Required permissions Comments %WINDIR%\temp\ Modify To install Sitecore XP, you must assign the Modify access rights to the \temp folder for the ASP.NET and/or IUSR accounts. %WINDIR%\Globalization\ Modify Required for registering custom languages by the .NET Framework correctly. %PROGRAMDATA%\Microsoft\Crypto Modify Required for storing cryptographic keys used for encrypting/decrypting data. 11 11 Sitecore Experience Platform 9.0 These variables have the following default values: Variable Default value %WINDIR% C:\Windows %PROGRAMDATA% C:\ProgramData for IIS 7 and later Note The Sitecore Installation Framework specifies the required permissions for certificates under the \Crypto folder. UNC Share is Not Supported You must install Sitecore XP 9.0 on a local drive, not a Universal Naming Convention share. Sitecore Cannot Operate from a Virtual Directory Sitecore Experience Platform does not support operating from a virtual directory. 2.3.2 Prerequisites for the Sitecore Installation Framework This section describes the prerequisites to install the Sitecore Experience Platform in an on-premises environment using the Installation Framework. To use the Sitecore Installation Framework, you must download and install: Microsoft PowerShell® version 5.0 or later. Web Platform Installer 5.0. Note The Sitecore Installation Framework does not validate the prerequisite software that you install; therefore ensure you install the correct versions. The Sitecore Installation Framework has the following requirements: Requirement Feature Details WebAdministration module Supports IIS management. When you configure a computer with IIS, the WebAdministration module is automatically installed. Web Deploy 3.6 for Hosting Servers Supports installation of Web Deploy Packages. You install the tool using the Web Platform Installer. URL Rewrite 2.1 Supports the use of the Sitecore Installation Framework. You install the tool using the Web Platform Installer. 12 Sitecore Experience Platform Installation Guide Requirement Feature Details Microsoft SQL Server Data-Tier Application Framework (DAC Fx) version 17.1 Supports installation of .dac files in Web Deploy Packages. You install the framework using the Web Platform Installer. Note If the DACFx fails to install, you can see the following error message when using the framework: The SQL provider cannot run with dacpac option because of a missing dependency. Please make sure that DACFx is installed. To resolve this error, refer to the following Sitecore Knowledge Base article. Microsoft SQL Server TransactSQL ScriptDom ScriptDom provides Microsoft SQL Server-specific Parser and Script Generator support. You install ScriptDom using the installer for Visual Studio. Clear the Web Platform Installer download cache If the Web Platform Installer hangs or freezes during installation, you must restart and clear the download cache. To clear the Web Platform Installer download cache: 1. Launch the Web Platform Installer. 2. In the bottom pane, click Options. 3. In the Change Options dialog box, scroll down to the Installer cache section and click Delete installer cache folder. 4. Click OK. 2.3.3 Enable Contained Database Authentication To enable the SQL server to allow the creation of users when using the Sitecore Installation Framework, you must ensure that the target SQL Server is configured correctly. To configure the target SQL Server to allow users and logins to be contained at the database level: 1. Launch MS SQL Server Management Studio and log in as an administrator. 2. Run the following new query: sp_configure 'contained database authentication', 1; GO RECONFIGURE; GO Note The Microsoft site has more information about the contained database authentication option. 2.3.4 Installing Solr The Sitecore Experience Platform 9.0 rev. 171002 supports Solr, Lucene, and Azure Search as search providers. If you want to use a search index that works in both Analytics and ContentSearch, we recommend that you use Solr. 13 13 Sitecore Experience Platform 9.0 Before you run the Sitecore Installation Framework, you must: Enable and set up SSL Install Solr and configure it to run as a Windows service. By default, the Sitecore Experience Platform is secure, therefore you must enable SSL for Solr. For local testing and development, you can set up a self-signed certificate. The Apache Solr Reference guide has more information about creating a self-signed certificate. Installing the Solr Certificate You must install the Solr certificate on the servers that perform the following roles: Content Management xConnect Collection Search 14 Sitecore Experience Platform Installation Guide Chapter 3 Preparing the Environment for Deployment This chapter describes all the steps necessary to prepare your environment for a local or remote deployment of the Sitecore Experience Platform. This chapter contains the following sections: Select and Configure Your Topology Set Up and Configure the Sitecore Installation Framework Install a Local Instance of Sitecore Install an Instance of Sitecore Remotely 15 15 Sitecore Experience Platform 9.0 3.1 Select and Configure Your Topology Before you run the installation of Sitecore, you must select the topology or the instance that you want to install. By default, Sitecore provides XP0, XM1, and XP1 topologies. 3.1.1 Deploy Your Chosen Topology The following table describes the three types of deployment topologies available: XP0, XM1, and XP1. Note Azure Cloud has different deployment topology names. For more information, see the section Azure Cloud Deployment Topologies in the appendix. Deployment topology Description XP0 The Sitecore Experience Platform, running as two single instances: Sitecore and xConnect. The Experience Database (xDB) is partially included in both instances. Use this configuration for local development and testing. Note For security and scalability reasons, in production environments, it is best practice to use the XM1 or XP1 configuration. XM1 The Sitecore Experience Management configuration (CMS-only mode) running both the Content Delivery (CD) and Content Management (CM) roles. Use this environment when you are not planning to use the Analytics and Marketing features of the Sitecore Experience Platform. Note When you select this topology, xDB and xConnect are not available. XP1 The Sitecore Experience Platform configuration running the following separated server roles: Content Delivery, Content Management, Processing, Reporting, xConnect Collection, xConnect Collection Search, xDB Reference Data, xDB Automation Operations, xDB Automation Reporting. Use this environment when you are planning a fully featured Sitecore Experience Platform installation. Note For both Private and Shared Session states, Sitecore is deployed with an InProc session state provider by default. We recommend that you use OutOfProc session state providers if you deploy more than one CD server. To configure any OutOfProc session state providers, see the Server Role Configuration Reference Guide. Moreover, the Sitecore Installation Framework does not automatically deploy the Sessions database. To deploy the Sessions database, follow the steps in the Configuring a Private Session State Database Using the SQL Server Provider topic. 16 Sitecore Experience Platform Installation Guide Scalability To achieve better performance, cope with greater website demand and large amounts of website traffic, you have several scalability options. For more information on these options, read the Scaling and Architecture Guide. Download the Web Deploy Packages and Environment Configuration Files After selecting your deployment topology (XP0, XM1, or XP1), you must download the corresponding web deploy packages and environment configuration files from the Sitecore Downloads page https://dev.sitecore.net. XP0 The following Web Deploy Packages are required for XP0 topologies: sitecore 9.0.0 rev. 171002 (OnPrem)_single.scwdp.zip sitecore 9.0.0 rev. 171002 (OnPrem)_xp0xconnect.scwdp.zip The following environment configuration files are required for XP0 topologies: sitecore-solr.json xconnect-solr.json xconnect-createcert.json (for developer environments) sitecore-XP0.json xconnect-xp0.json XM1 The following Web Deploy Packages are required for XM1 topologies: sitecore 9.0.0 rev. 171002 (OnPrem)_cd.scwdp.zip sitecore 9.0.0 rev. 171002 (OnPrem)_cm.scwdp.zip The following environment configuration files are required for XM1 topologies: sitecore-solr.json sitecore-XM1-cd.json sitecore-XM1-cm.json XP1 The following Web Deploy Packages are required for XP1 topologies: sitecore 9.0.0 rev. 171002 (OnPrem)_cd.scwdp.zip sitecore 9.0.0 rev. 171002 (OnPrem)_cm.scwdp.zip sitecore 9.0.0 rev. 171002 (OnPrem)_prc.scwdp.zip sitecore 9.0.0 rev. 171002 (OnPrem)_rep.scwdp.zip sitecore 9.0.0 rev. 171002 (OnPrem)_xp1collection.scwdp.zip sitecore 9.0.0 rev. 171002 (OnPrem)_xp1collectionsearch.scwdp.zip sitecore 9.0.0 rev. 171002 (OnPrem)_xp1marketingautomation.scwdp.zip sitecore 9.0.0 rev. 171002 (OnPrem)_xp1marketingautomationreporting.scwdp.zip sitecore 9.0.0 rev. 171002 (OnPrem)_xp1referencedata.scwdp.zip 17 17 Sitecore Experience Platform 9.0 The following environment configuration files are required for XP1 topologies: sitecore-solr.json xconnect-solr.json sitecore-XP1-cd.json sitecore-XP1-cm.json sitecore-XP1-prc.json sitecore-XP1-rep.json xconnect-xp1-collection.json xconnect-xp1-collectionsearch.json xconnect-xp1-marketingautomation.json xconnect-xp1-marketingautomationreporting.json xconnect-xp1-referencedata.json Configure Parameters in the Environment Configuration Files The environment configuration files are templates that provide a basis for deployment of various Sitecore Experience Platform configurations with support for: Creating an IIS Application Pool Creating an IIS website Installation of Web Deploy Packages Configuration of File Permissions If necessary, you can configure the default parameters within each of the configuration files for your chosen topology. To configure parameters in an environment configuration file: 1. In a text editor, open the relevant configuration file and find the Parameters block. 2. For each parameter, if it has a default value, check whether you must change it. If there is no default value, consider if you want to add one. When you run the installation, any parameter that does not have a default value will result in a prompt for that information. Note In the configuration files, each parameter has a description property that explains what it is used for. For example, the following screenshot shows a snippet of a Parameters block from a configuration file. 18 Sitecore Experience Platform Installation Guide 19 19 Sitecore Experience Platform 9.0 3.2 Set Up and Configure the Sitecore Installation Framework Module The Sitecore Installation Framework is a Microsoft® PowerShell module that supports local and remote installations of Sitecore, and it is fully extensible. Because the Sitecore Experience Platform is designed to be secure-by-default, for developer environments there is a Sitecore Fundamentals module that sets up all required self-signed certificates for you. Sitecore Fundamentals is a PowerShell module that is used to configure security certificates and transport level security for Sitecore websites. It is automatically installed when you install the Sitecore Installation Framework. In a production environment, you can provide your own certificates. In a non-production environment, you can choose to have the module generate the certificates for you. 3.2.1 Installing the Installation Framework Module Using MyGet The Sitecore Gallery is a public MyGet feed that is used to download and install PowerShell modules created by Sitecore. The Sitecore Installation Framework is available through the Sitecore Gallery. To set up the Sitecore Installation Framework: 1. In Windows, launch PowerShell as an administrator. 2. To register the repository, in a PowerShell command line, run the following cmdlet: Register-PSRepository -Name SitecoreGallery -SourceLocation https://sitecore.myget.org/F/sc-powershell/api/v2 3. Install the PowerShell module by running the following cmdlet: Install-Module SitecoreInstallFramework 4. When prompted to install, press Y, and then press ENTER. Update the Sitecore Installation Framework Module If there is a newer version of the Sitecore Installation Framework module, you can update it to its most current version by running a PowerShell cmdlet. To update the Sitecore Installation Framework module: In a PowerShell command line, run the following cmdlet: Update-Module SitecoreInstallFramework 3.2.2 Manual Installation The Sitecore Installation Framework is also provided as a .ZIP package. When you manually install the Sitecore Installation Framework, you must also download and install the Sitecore Fundamentals package. You can download the Sitecore Fundamentals and the Sitecore Installation Framework packages from the Sitecore Downloads page – https://dev.sitecore.net. Note When you download the packages, it is possible that the .ZIP packages are marked as blocked by Microsoft Windows. To continue the installation of the Sitecore Installation Framework, you must first unblock the .ZIP packages. 20 Sitecore Experience Platform Installation Guide To unblock a .ZIP package 1. In Windows Explorer, navigate to the folder where you downloaded the .ZIP packages, and right-click the relevant .ZIP file 2. Click Properties. 3. In the Properties dialog box, on the General tab, click Unblock. 4. Click OK. Extracting the Sitecore Installation Framework The installation path that you must use depends on the location where you want to install the Sitecore Installation Framework. You can install it for all users (global path), for a specific user, or to a custom location: Usage Path All users (global path) C:\Program Files\WindowsPowerShell\Modules Specific user C:\Users\ \Documents\WindowsPowerShell\Modules Custom location Any path Important If you plan to install the Sitecore Installation Framework module to a custom location, after the installation you must import the module and specify the path to the file by running the following cmdlet: Import-Module \SitecoreInstallFramework However, if you added the Sitecore Installation Framework to either an All users or Specific user path, you do not have to import the module, because this is done automatically. For example, if you want to make the Sitecore Installation Framework available to all users: Extract the Sitecore Fundamentals .ZIP package to the following path: C:\Program Files\WindowsPowerShell\Modules\SitecoreFundamentals Extract the Sitecore Install Framework .ZIP package to the following path: C:\Program Files\WindowsPowerShell\Modules\SitecoreInstallFramework 3.2.3 Validate the Installation After you install the Sitecore Installation Framework, you can validate its installation to confirm that it is available for use. This procedure is optional. Note This validation only works if you have installed the Sitecore Installation Framework to the All users (global) path. 21 21 Sitecore Experience Platform 9.0 To validate the installation: In a PowerShell command line, run the following cmdlet: Get-Module SitecoreInstallFramework –ListAvailable 3.2.4 Customizing the Sitecore Installation Framework The Sitecore Installation Framework lets you customize your installation within Microsoft PowerShell to add more tasks and features as required. For example, you can add steps to unpack a .ZIP archive of content, download files from other sources, or make a web request to call another service. For more information about how you can extend the installation framework, read the Customize the Sitecore Installation Framework section in the Sitecore Installation Framework Configuration Guide. 3.2.5 Sitecore Fundamentals Dependency The Sitecore Installation Framework depends on the Sitecore Fundamentals module for local environment installations because it helps create self-signed certificates for developers so they can quickly get started on their workstations. However, if you have installed the Sitecore Installation Framework to a custom location, you must first import the Sitecore Fundamentals package, and then import the Sitecore Installation Framework using its full path. To import Sitecore Fundamentals, in a PowerShell command line, run the following cmdlet: Import-Module \SitecoreFundamentals To import the Sitecore Installation Framework, in a PowerShell command line, run the following cmdlet: Import-Module \SitecoreInstallFramework 22 Sitecore Experience Platform Installation Guide 3.3 Install a Local Instance of Sitecore The following is an example of a local instance installation performed with the Sitecore Installation Framework. To install Sitecore to a local instance: 1. Launch PowerShell as an administrator. 2. To start the installation, run the Install-SitecoreConfiguration cmdlet, and specify the path to your configuration. For example, using the sitecore-XP0.json configuration: Install-SitecoreConfiguration –Path \sitecoreXP0.json Optionally, parameters declared in configurations can be passed in at the command line by prefixing their name with a dash “-“. For example: Install-SitecoreConfiguration -Path \sitecore-XP0.json -SqlDbPrefix SC. In a PowerShell command line, additional parameters can be passed to control the installation process. For example, running the Verbose cmdlet increases the information logged, and the -Skip cmdlet skips one or more tasks. For more details and further guidance on the parameters that can be passed to the InstallSitecoreConfiguration cmdlet, you can run the following cmdlet in a PowerShell command line: GetHelp Install-SitecoreConfiguration. Note You can also run the Install-SitecoreConfiguration cmdlet by using the alias scinst. 23 23 Sitecore Experience Platform 9.0 3.4 Install an Instance of Sitecore Remotely In addition to a local deployment, PowerShell Remoting lets you deploy your new Sitecore instance to a remote computer. Enable PowerShell Remoting To enable PowerShell remoting: On the remote computer, in a PowerShell command line, run the Enable-PSRemoting cmdlet. Note You must enable PowerShell remoting for the user that completes the installation, and this user must have administrator rights to perform the deployment. The MSDN website has more details on securing or configuring a computer for remote access. Start a Remote Instance Installation To start a remote instance deployment: 1. Install the Sitecore Installation Framework on the remote computer. 2. In a PowerShell command line, create a new remote session, as follows: $session = New-PSSession -ComputerName 3. Choose an appropriate path to copy all required packages and configurations to the remote computer, and then in a PowerShell command line run the following cmdlet: Copy-Item -Path -Destination - -ToSession $session 4. Run the following cmdlet to start the installation: Invoke-Command -Session $session { Import-Module SitecoreInstallFramework Install-SitecoreConfiguration -Path } Note For more details about the Invoke-Command cmdlet, see the PowerShell documentation on the MSDN website. 24 Sitecore Experience Platform Installation Guide Chapter 4 Production Environment Setup This chapter outlines the steps required to install Sitecore XP 9.0 rev. 171002 in a production environment. This chapter contains the following sections: Sitecore XP Security Requirements: SSL Install Sitecore XP 25 25 Sitecore Experience Platform 9.0 4.1 Sitecore XP Security Requirements: SSL The Sitecore Experience Platform is designed to be secure by default. This means that you must implement HTTPS across the Platform. Server Certificate Authentication All communication between Sitecore instances, including xConnect web services, and the Solr search provider occurs over default HTTPS configuration. HTTPS requires that you obtain and set up certificates for the Secure Sockets Layer (SSL) before you install the platform. Server authentication uses a server-side certificate and a private key to encrypt traffic between the HTTP client and the HTTP server application. This type of authentication prevents unencrypted content from traveling over an unsecure network. It does not identify who the client is and the server authentication alone does not discriminate who can connect to the server. Client Certificate Authentication xConnect server roles support an additional layer of security, referred to as SSL Client Certificate Authentication. Client Certificate Authentication validates that the individual HTTP client is authorized to connect to the HTTP server. Client Certificate Authentication requires that the HTTP client device is configured with a specific client certificate and private key, or thumbprint, which is used to connect to the protected SSL server. Because xConnect web services use server-to-server communication and are non-interactive, the client certificate allows Content Management and other server roles to connect securely to WebAPI JSON services. Important In local developer environments, self-signed certificates can be used to develop Sitecore solutions. Due to potential security concerns, do not to use self-signed certificates in production environments. 4.1.1 Set Up Server Certificate SSL Authentication on IIS You must obtain and install server certificates before you run the Sitecore Installation Framework. The Microsoft site has more information on how to set up SSL in IIS. Server Certificates The following table shows the full set of server authentication certificates for each topology (XM1, XP0, or XP1): XM1 XP0 XP1 Content Management xConnect Content Management Reporting Processing xConnect Collection xConnect Collection Search xDB Reference Data xDB Automation Operations xDB Automation Reporting For each certificate, you must use the site name in the common name CN field in the certificate. For example, if the name that you want to use for the Content Management IIS site is CM_test, you must use this name when you create the Content Management certificate. Install Server Certificates After you obtain the relevant certificates, you must install them. 26 Sitecore Experience Platform Installation Guide To install server certificates: 1. Install the server authentication certificate in the system certificate store Certificates (Local Computer)\Personal folder. For information on how to install the certificate, read the To import a private key certificate section on MSDN. 2. If you created a self-signed certificate, install the self-signed authority certificate for the SSL certificate in the Certificates (Local Computer)\Trusted Root Certification Authorities folder. Note For XM1, and XP0 topologies, it is assumed that there is only one SSL certificate for each IIS instance that covers multiple application roles. For XP1, there is a dedicated role per server in a distributed setup, and you must obtain and install a certificate for each server role. For XP1, after you obtain all server certificates, you must install them on the required servers according to the following table: XP1 Role Name Server Certificate Content Management Processing Reporting xConnect Collection xConnect Collection Search xDB Reference Data xDB Automation Operations xDB Automation Reporting Content Delivery Content Management xConnect Collection xDB Reference Data xDB Automation Operations xDB Automation Reporting Reporting None required Processing xConnect Collection xConnect Collection None required xConnect Collection Search None required xDB Reference Data None required xDB Automation Operations xConnect Collection xDB Reference Data xDB Automation Reporting None required 4.1.2 Set Up Client Certificates You must obtain and install client certificates before running the Sitecore Installer Framework. The client certificate is typically installed on the Windows Server that connects to the server where xConnect is deployed. The client certificate is stored in the certificate store for either a specific user or the entire server. The thumbprint of the client certificate is specified on the server that you are connecting to (the destination), in this case the xConnect server, and only clients with the correct certificate and matching thumbprint are allowed to connect. In production environments, different client certificates are used for different application roles and purposes to isolate servers, in the event of a key being compromised. 27 27 Sitecore Experience Platform 9.0 For development purposes, you can use a single client certificate to validate that authentication will work as expected once you move to a production environment. Client Certificates The following table shows the full set of client authentication certificates for each topology: XM1 XP0 XP1 None xConnect xConnect Collection xConnect Collection Search xDB Reference Data xDB Automation Operations xDB Automation Reporting Install the Client Certificate After you have obtained the certificates, you must install them. To install the client certificate: Install the client authentication certificate, including the private key, in the Certificates (Local Computer)\Personal folder for each required role. For information on how to do this, see the To import a private key certificate section on MSDN. Important When you import the client certificate, you must select the Allow private key to be exported option. If you created a self-signed certificate, you must install the self-signed authority certificate used to create the client authentication certificate in the Certificates (Local Computer)\Trusted Root Certification Authorities folder. The following tables provide details about the client certificates required for each role: XP0 Role Name Client Certificates Associated connection strings containing client thumbprint Sitecore xConnect Client xconnect.collection.certificate xdb.referencedata.client.certificate xdb.marketingautomation.reporting.client.certificate xdb.marketingautomation.operations.client.certificate xConnect xConnect Client xdb.referencedata.client.certificate xconnect.collection.certificate 28 Sitecore Experience Platform Installation Guide XP1 Role Name Client Certificate Associated connection strings containing client thumbprint Content Management xConnect Collection Search xconnect.collection.certificate xDB Reference Data xdb.referencedata.client.certificate xDB Automation Operations Content Delivery xdb.marketingautomation.reporting.client.certificate xDB Automation Reporting xdb.marketingautomation.operations.client.certificate xConnect Collection xconnect.collection.certificate xDB Reference Data xdb.referencedata.client.certificate xDB Automation Operations xdb.marketingautomation.operations.client.certificate xDB Automation Reporting xdb.marketingautomation.reporting.client.certificate Reporting xConnect Collection xconnect.collection.certificate Processing xConnect Collection xconnect.collection.certificate xConnect Collection None required - xConnect Collection Search None required - xDB Reference Data None required - xDB Automation Operations xConnect Collection xconnect.collection.certificate xDB Reference Data xdb.referencedata.client.certificate None required - xDB Automation Reporting 29 29 Sitecore Experience Platform 9.0 4.1.3 Set Up a SSL Certificate for Solr As described in the Installing Solr section, if you want to use the Experience Database (xDB) and xConnect, you must enable SSL for Solr. You must install Solr SSL certificates according to the following table: XM1 XP0 XP1 None required xConnect Sitecore Content Management xConnect Collection Search 30 Sitecore Experience Platform Installation Guide 4.2 Install Sitecore XP Once you have obtained the required certificates, you can run the Sitecore Installation Framework and install Sitecore. You can install any of the configurations into dedicated server roles, on single or multiple servers. The server roles are defined as a part of your desired scaling configuration. For more information about scaling, read the Sitecore Scaling Guide in the Sitecore Documentation site – https://doc.sitecore.net. Important You must first install the sitecore-solr.json and the xconnect-solr.json deployment configurations. Afterwards, you must install the rest of the Sitecore server roles deployment configurations and these can then be installed in any order. To run the installation framework and install Sitecore: 1. If you have not already done so, as an administrator, in a PowerShell command line, run the following cmdlet: Import-Module SitecoreInstallFramework 2. 3. Run the Solr cores installation by executing the following cmdlets: o Install-SitecoreConfiguration –Path "C:\SitecoreInstaller\Configurations\XConnect\Solr\xconnectsolr.json" o Install-SitecoreConfiguration –Path "C:\SitecoreInstaller\Configurations\Platform\Solr\sitecoresolr.json" Run the server roles installation by executing the following cmdlets with the required parameters for your server roles: o Install-SitecoreConfiguration –Path "C:\SitecoreInstaller\Configurations\Platform\XP1\sitecore-XP1cm.json" o Install-SitecoreConfiguration –Path "C:\SitecoreInstaller\Configurations\Platform\XP1\sitecore-XP1cd.json" o Install-SitecoreConfiguration –Path "C:\SitecoreInstaller\Configurations\Platform\XP1\sitecore-XP1prc.json" o Install-SitecoreConfiguration –Path "C:\SitecoreInstaller\Configurations\Platform\XP1\sitecore-XP1rep.json" o Install-SitecoreConfiguration –Path "C:\SitecoreInstaller\Configurations\xConnect\XP1\xconnect-xp1collection.json" o Install-SitecoreConfiguration –Path "C:\SitecoreInstaller\Configurations\xConnect\XP1\xconnect-xp1collectionsearch.json" o Install-SitecoreConfiguration –Path "C:\SitecoreInstaller\Configurations\xConnect\XP1\xconnect-xp1MarketingAutomationReporting.json" o Install-SitecoreConfiguration –Path "C:\SitecoreInstaller\Configurations\xConnect\XP1\xconnect-xp1MarketingAutomation.json" 31 31 Sitecore Experience Platform 9.0 o 4.2.1 Install-SitecoreConfiguration –Path "C:\SitecoreInstaller\Configurations\xConnect\XP1\xconnect-xp1ReferenceData.json" Specifying the Certificates during Installation To install Sitecore with your pre-installed certificates, you must provide the certificates as parameters when you run the Install-SitecoreConfiguration cmdlet. By default, the Sitecore Installation Framework searches for the certificates in the following path: Cert:\Localmachine\My If required, you can change the storage location. Change the default location of certificates To change the default location of the certificates used for deployment: In a text editor, open the relevant .json file, and in the Variables section, change the default store value: "Security.CertificateStore": "Cert:\\Localmachine\\My" Specify the names or thumbprints of certificates You must specify as parameters the names or thumbprints of certificates that you created and installed in previous steps in this guide. For example: For the client authentication certificate: -XConnectCert "xConnect_client" or -XConnectCert "738F45F610221990DA2FE059E1D8C2ECCB5067F2" Note You must specify the client certificate thumbprint parameter in capital letters. For the server authentication certificate, for example, for an instance with the name "CM_test": -SSLCert "CM_test" or -SSLCert "2205a94867ee99e3b29ea7a9ac5a7646d43fd88b" 32 Sitecore Experience Platform Installation Guide Chapter 5 Local Environment Setup This chapter outlines the steps required to install Sitecore XP 9.0 rev. 171002 in a developer environment. This chapter contains the following sections: Install Prerequisites Install Sitecore XP 33 33 Sitecore Experience Platform 9.0 5.1 Install Prerequisites Before you begin installing your local environment, ensure you read Chapters 2 and 3 in this guide to install all the prerequisite software and to prepare your environment. Important The Sitecore Fundamentals module does not support IIS 8.0 or 8.5. 5.1.1 Download the Configuration Files You must download the relevant configuration files and the Web Deploy Packages (WDPs) that contain the XP0 topology. From the Sitecore Downloads page – http://dev.sitecore.net: 5.1.2 Download the following configuration files: o Sitecore-XP0.json o XConnect-XP0.json o Sitecore-Solr.json o XConnect-Solr.json o XConnect-CreateCert.json Download the following WDPs: o Sitecore 9.0.0 rev. 171002 (OnPrem)_single.scwdp.zip) o Sitecore 9.0.0 rev. 171002 (OnPrem)_xp0xconnect.scwdp.zip) Set Up the Sitecore Installation Framework To set up the Sitecore Installation Framework: 1. Run a Microsoft PowerShell console as an administrator. 2. Add the Sitecore PowerShell repository as described in the Installing the Installation Framework Module Using MyGet section. 3. Install the Sitecore Installation Framework module by running the following cmdlet: Install-Module SitecoreInstallFramework 4. Import the Sitecore Installation Framework by running the following cmdlet: Import-Module SitecoreInstallFramework 34 Sitecore Experience Platform Installation Guide 5.2 Install Sitecore XP To simplify your installation, you can install the Sitecore XP0 topology automatically by running a PowerShell script. After you have edited and run the installation script, you must complete some post-installation steps. 5.2.1 Edit and Run the Installation Script To edit and run the installation script: 1. Edit the highlighted sections of the following script: #define parameters $prefix = "xp0" $PSScriptRoot = “C:\resourcefiles” $XConnectCollectionService = "$prefix.xconnect" $sitecoreSiteName = "$prefix.sc" $SolrUrl = "https://localhost:8989/solr" $SolrRoot = "C:\Solr-6.6.1" $SolrService = "Solr-6.6.1" $SqlServer = ".\SQL2016" $SqlAdminUser = "sa" $SqlAdminPassword="Password12345" #install client certificate for xconnect $certParams = @{ Path = "$PSScriptRoot\xconnect-createcert.json" CertificateName = "$prefix.xconnect_client" } Install-SitecoreConfiguration @certParams -Verbose #install solr cores for xdb $solrParams = @{ Path = "$PSScriptRoot\xconnect-solr.json" SolrUrl = $SolrUrl SolrRoot = $SolrRoot SolrService = $SolrService CorePrefix = $prefix } Install-SitecoreConfiguration @solrParams #deploy xconnect instance $xconnectParams = @{ Path = "$PSScriptRoot\xconnect-xp0.json" Package = "$PSScriptRoot\Sitecore 9.0.0 rev. 171002 (OnPrem)_xp0xconnect.scwdp.zip" LicenseFile = "$PSScriptRoot\license.xml" Sitename = $XConnectCollectionService XConnectCert = $certParams.CertificateName SqlDbPrefix = $prefix SqlServer = $SqlServer SqlAdminUser = $SqlAdminUser SqlAdminPassword = $SqlAdminPassword SolrCorePrefix = $prefix SolrURL = $SolrUrl } Install-SitecoreConfiguration @xconnectParams #install solr cores for sitecore $solrParams = @{ Path = "$PSScriptRoot\sitecore-solr.json" SolrUrl = $SolrUrl SolrRoot = $SolrRoot SolrService = $SolrService CorePrefix = $prefix } Install-SitecoreConfiguration @solrParams #install sitecore instance $xconnectHostName = "$prefix.xconnect" $sitecoreParams = @{ Path = "$PSScriptRoot\sitecore-XP0.json" Package = "$PSScriptRoot\Sitecore 9.0.0 rev. 171002 (OnPrem)_single.scwdp.zip" 35 35 Sitecore Experience Platform 9.0 LicenseFile = "$PSScriptRoot\license.xml" SqlDbPrefix = $prefix SqlServer = $SqlServer SqlAdminUser = $SqlAdminUser SqlAdminPassword = $SqlAdminPassword SolrCorePrefix = $prefix SolrUrl = $SolrUrl XConnectCert = $certParams.CertificateName Sitename = $sitecoreSiteName XConnectCollectionService = "https://$XConnectCollectionService" } Install-SitecoreConfiguration @sitecoreParams 2. Save the script as install.ps1 to the C:\resourcefiles folder. 3. In a PowerShell command line, run the following command: C:\resourcefiles\install.ps1 36 Sitecore Experience Platform Installation Guide Chapter 6 Sitecore XP Post-Installation Steps This chapter describes the steps required to complete the installation after you install Sitecore XP 9.0 rev. 171002 with the Sitecore Installation Framework. This chapter contains the following sections: Add a Recognized User to the xDB Shard Databases Rebuild the Search Indexes and the Link Databases Deploy Marketing Definitions Content Expiration Tracking Configuration 37 37 Sitecore Experience Platform 9.0 6.1 Add a Recognized User to the xDB Shard Databases xConnect has three collection databases that require a user to be recognized and authenticated: the xDB Collection Shard Map Manager database, and two Shard databases. The shards are used to scale out the system as required by the solution being implemented. After the Sitecore Installation Framework installs the databases, you must set up the correct user roles for authentication. To help you with this, Sitecore has created an example SQL script that you can use to provide a simple solution for the setup of a user role in this release. The SQL script creates a SQL login and a user with the minimum privileges for each database. Note You must run this example SQL script after you have completed the installation. To run the script: 1. Launch MS SQL Server Management Studio and connect to the database server as an administrator. 2. Open a new query window, and paste the following script: :SETVAR :SETVAR :SETVAR :SETVAR :SETVAR :SETVAR GO DatabasePrefix xp1 UserName collectionuser Password Test12345 ShardMapManagerDatabaseNameSuffix _Xdb.Collection.ShardMapManager Shard0DatabaseNameSuffix _Xdb.Collection.Shard0 Shard1DatabaseNameSuffix _Xdb.Collection.Shard1 IF(SUSER_ID('$(UserName)') IS NULL) BEGIN CREATE LOGIN [$(UserName)] WITH PASSWORD = '$(Password)'; END; GO USE [$(DatabasePrefix)$(ShardMapManagerDatabaseNameSuffix)] IF NOT EXISTS (SELECT * FROM sys.database_principals WHERE name = N'$(UserName)') BEGIN CREATE USER [$(UserName)] FOR LOGIN [$(UserName)] GRANT SELECT ON SCHEMA :: __ShardManagement TO [$(UserName)] GRANT EXECUTE ON SCHEMA :: __ShardManagement TO [$(UserName)] END; GO USE [$(DatabasePrefix)$(Shard0DatabaseNameSuffix)] IF NOT EXISTS (SELECT * FROM sys.database_principals WHERE name = N'$(UserName)') BEGIN CREATE USER [$(UserName)] FOR LOGIN [$(UserName)] EXEC [xdb_collection].[GrantLeastPrivilege] @UserName = '$(UserName)' END; GO USE [$(DatabasePrefix)$(Shard1DatabaseNameSuffix)] IF NOT EXISTS (SELECT * FROM sys.database_principals WHERE name = N'$(UserName)') BEGIN CREATE USER [$(UserName)] FOR LOGIN [$(UserName)] EXEC [xdb_collection].[GrantLeastPrivilege] @UserName = '$(UserName)' END; GO 38 Sitecore Experience Platform Installation Guide 3. In the application bar, on the Query tab, click SQLCMD Mode. 4. In the script: 5. o Set the DatabasePrefix variable to the prefix that you used to install the Collection database. The default value is XP1. o Set the UserName variable to the value that you used for the Collection Database Application User Name parameter. The default value is collectionuser. o Set the Password variable to the value that you used for the Collection Database Application User Password parameter. Run the script. 39 39 Sitecore Experience Platform 9.0 6.2 Rebuild the Search Indexes and the Link Databases After you install Sitecore, you must rebuild the search indexes, and the Link databases. To rebuild all the indexes: 1. On the Sitecore Launchpad, click Control Panel, and in the Indexing section, click Indexing manager. 2. In the Indexing Manager dialog box, click Select all, and then click Rebuild. To rebuild the Link databases for the Master and Core databases: 1. On the Sitecore Launchpad, click Control Panel, and in the Database section, click Rebuild Link Databases. 2. Select the Master and Core databases and then click Rebuild. 40 Sitecore Experience Platform Installation Guide 6.3 Deploy Marketing Definitions If you want to use the Sitecore Experience Marketing functionality, you must deploy marketing definitions. Note If you do not plan to use the Sitecore Experience Database (xDB), you do not have to perform these steps. To deploy marketing definitions: 1. On the Sitecore Launchpad, click Control Panel, Analytics, and then click Deploy Marketing Definitions. 2. In the Deploy marketing definitions dialog box, select all the definitions and taxonomies and click Deploy. 41 41 Sitecore Experience Platform 9.0 6.4 Content Expiration The Expire Web content header (located in common HTTP Response Headers) is how IIS determines whether to return a new version of the requested web page if the request is made after the web page content has expired. IIS marks each web page before it is sent, using the settings that you provide for content expiration. The website visitor's browser translates the expiration mark. You can set the IIS Expire Web content header to improve performance. By setting Expire Web content to something other than immediately, you can reduce second-access load times by 50 –70%. This setting does not affect dynamically-generated content. To enable the Expire Web content header in IIS: 1. In Windows, open the IIS Manager. 2. Navigate to the site that you want to enable the Expire Web content header for. 3. In the IIS section, double click HTTP Response Headers. 4. In the Actions panel, click Set Common Headers… 5. Select the Expire Web content check box. 42 Sitecore Experience Platform Installation Guide 6. Select After, and set the number of days to a longer expiration time. For example, 7 days. 7. Click OK. 43 43 Sitecore Experience Platform 9.0 6.5 Tracking Configuration Tracking enables you to identify contacts and track their activity on your website. In certain cases, you might not want to track Geo IP data, or due to restrictions in certain legal jurisdictions, you might not be able or want to store IP addresses. In these situations, you can configure tracking. For information about security hardening, read the Security hardening section on the Sitecore Documentation site. On the Sitecore Documentation site, you can read more about security hardening after you install Sitecore. Note The following procedure is optional. To configure tracking: 1. If you do not want to track Geo IP data: o In the Website\App_Config\Sitecore\Marketing.Tracking\Sitecore.Analytics. Tracking.config file, update the Analytics.PerformLookup setting and change the value to False. Note The Analytics.PerformLookup setting has a default value of True and you must not change it in a single-instance environment. 2. If you do not want to store IP addresses in the xDB: o In the \App_Config\Sitecore\Marketing.Tracking\Sitecore.Analytics.Trackin g.config file, update the RedactIpAddress setting. This change will hash the IP addresses before they are stored in the xDB. Important To ensure that hashing is secure, you must change the default salt value in the Sitecore.Analytics.Tracking.config file, in the geoIpManager section. 3. You must restart IIS. 44 Sitecore Experience Platform Installation Guide Chapter 7 Troubleshooting This chapter can help you resolve the most common problems encountered during your Local or Production environment installation of Sitecore XP 9.0. 45 45 Sitecore Experience Platform 9.0 7.1 Common Issues I get a 403.16 Forbidden error Check that your root certificate is in the Trusted Root Certificates Authority store of the Local Computer, not the current user and that the Issued To and Issued By properties of the root certificate match. Ensure you imported certificates into the Local Computer’s certificate store, not the current user’s certificate store. Ensure the certificate you created in IIS has a name that matches the site. For example, sc90_xconnect. Ensure you have pasted your thumbprint into a PowerShell command line window, and that you have removed the hidden character at the start of the string. Make sure your thumbprint is in uppercase letters. For example: 3D703B5198D6D3CEE1D0C1B1BC9ECB6D34989BA4 . You can find the thumbprint in the following locations: o Sitecore\App_Config\ConnectionStrings.config o XConnect\App_Config\ConnectionStrings.config o XConnect\App_Data\jobs\continuous\AutomationEngine\App_Config\Conn ectionStrings.config Ensure the self-signed certificate you created in IIS has the same name as your xConnect instance. Ensure the client authentication certificate (under the local machine’s Personal store) has read permissions for the IIS_IUSR group and NETWORK SERVICE group. My Solr index is empty In the \xConnect\App_data\jobs\continuous\IndexWorker\App_data\Logs folder, check the indexer’s log files: o If you have an error that says that your remote certificate is invalid according to the validation procedure, ensure that the indexer’s ConnectionStrings.config file is using localhost rather than 127.0.0.1 for the Solr core URL. Microsoft.SqlServer.TransactSql.ScriptDom.dll is not installed If this happens, you can also see the following error: The SQL provider cannot run with dacpac option because of a missing dependency. To resolve this, see the following Knowledge Base article. 46 Sitecore Experience Platform Installation Guide Chapter 8 Appendix This chapter contains supplementary instructions that help you configure your environment such as file permissions, performance counters, and other information. This chapter contains the following sections: Windows Authentication for Sitecore 47 47 Sitecore Experience Platform 9.0 8.1 Windows Authentication for Sitecore You can configure Sitecore to use Windows Authentication for a SQL connection and remove the user name and password from the connectionStrings.config file. This only applies to the Core, Master, Web and Reporting SQL Databases, and not to the xDB and xConnect. xDB and xConnect only support Certificate Authentication as described in the Production Environment Setup chapter. To configure Sitecore to use Windows Authentication: 1. In Windows, launch the IIS Manager and, to find the application pool that Sitecore is running under, open Advanced Settings and in the Identity field, set the identity to the domain user. 2. In SQL Server, register the domain user and grant the appropriate security permissions to the Sitecore databases for the domain user. 3. On the computer that hosts Sitecore XP, add the domain user to the IIS_IUSRS group. Note You must change the permissions for the IIS_IUSRS group according to the instructions in the File System Permissions for ASP.NET Requests and File System Permissions for System Folders sections in this guide. 4. In a text editor, edit the \App_Config\ConnectionStrings.config file and replace the user id and password parameters with trusted_connection=Yes. 48 Sitecore Experience Platform Installation Guide Note If you use the Sitecore Experience Database (xDB), the configuration is the same for the Reporting database. 5. Prepare your identity so that it can be used as a service account with the aspnet_regiis.exe file and the -ga switch. Windows Performance Counters Sitecore XP contains a built-in functionality that reads and updates the Windows performance counters that you can use to monitor and troubleshoot the Sitecore application. This functionality requires access to Windows registry keys. You can grant access by making the application pool identity a member of the built-in Performance Monitor Users group. The Microsoft site describes more about Application Pool Identity. Note If the required registry permissions are not granted, the Access to the registry key 'Global' is denied error is registered in the Sitecore log files whenever the application attempts to access Windows performance counters. To avoid this error, you must prevent Sitecore from updating the performance counters. To prevent the update of the performance counters: 8.1.1 In a text editor, open the \App_Config\Sitecore.config file and set the Counters.Enabled setting to false. References to the Certificates Client certificates After you have completed the installation of Sitecore XP 9.0, the thumbprint values of the -XConnectCert parameters are present in the following connection strings in the \App_config folder: ConnectionStrings.config for Sitecore and xConnect roles: AppSettings.config file for the xConnect roles: 49 49 Sitecore Experience Platform 9.0 Server certificates After you have completed installation, you will have an IIS site named CM_test with HTTPS binding and an associated SSL certificate called CM_test. 8.1.2 Administrator Permissions To run the Sitecore Installation Framework, you must run PowerShell as an Administrator. Important If you try to use the Sitecore Installation Framework in a non-admin window, one of the following error messages appears and you cannot install Sitecore. 8.1.3 Azure Cloud Deployment Topologies In Azure Cloud deployments, the XP0 and XP1 On-Premises packages are referred to as XP Single and XP Scaled respectively. This naming difference will be resolved in a later release. The following table explains the mapping of Azure Cloud packages to On-Premise packages: Packages Description Packages for XP Single Packages for XP Single / Single (XP0) Instance configuration. Packages for XP Scaled Individual packages for each of the dedicated XP Scaled (XP1) roles. Packages for XM Scaled Individual packages for each of the dedicated XM Scaled (XM1) roles. 50
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