Over the last few weeks, I have been working on Sitecore, which is one of the top web content management systems currently available on the market. While the application is very powerful and intuitive to use, its installation is definitely not an easy task, at least for someone like me who was doing it for the first time. This is primarily because Sitecore’s main application is dependent on multiple subcomponents and there can be hundreds of reasons why they might not integrate properly and throw you an error. Moreover, it was also very hard to find a proper document that covers the various issues that come up during the installation. That’s why when I finally got it successfully installed, it literally felt like I won a million dollar lottery!
After that painful experience, I decided to write a blog post that would not only describe all the necessary steps required to install Sitecore and it’s sub-components flawlessly but also highlight some of the most commonerrors that one can face during the whole process.
Installing Sitecore on a local system involves several prerequisites, system settings, file updates, and other checks. Therefore, I have divided the whole process into three parts:
Sitecore 9.1 Prerequisites and installation preparation tasks
Sitecore 9.1 Installation
Resolving common installation errors
To keep it short and easy to follow, I will only cover the first two topics in this blog post. In next blog post, I will highlight all the major installation errors that a user can come across and how we can resolve them.
Part 1A: Sitecore 9.1 Prerequisites
Sitecore XP 9.1 has specific requirements for the operating system, IIS Web Server, .NET Framework, and the database server. Therefore, it is very important to be careful about the version of the sub-components. Below is the list of all the prerequisite sub-components (mandatory as well as optional) that you need to have before starting the Sitecore installation.
Once you are done with the prerequisites mentioned above, the next step is to perform the following tasks:
Enable contained database authentication This is achieved by running the following script in the database: sp_configure ‘contained database authentication’, 1; GO RECONFIGURE; GO
Download Sitecore installation package You can find the package for Sitecore XP Single (XP0) from the following location. (Since this file is only available to registered members, you need to have a valid Sitecore dev account to be able to download it.)
Download the official Sitecore installation guide The latest installation guide can be downloaded from the following location. (You can find it under the Release information section.)
Update the PATH of the following applications in System Environment Variable This will allow you or the installation system to call their service without specifying their path every time.
Java
Apart from adding the path in common “Path” variable, create a separate JAVA_HOME variable and assign it the java path
NSSM
Solr
Generate self-signed certificates to enable SSL for SOLR Sitecore installation requires SSL certification for Solr. Below are some good articles where you can learn how to do this easily.
Update the following files with correct details appropriate for your environment
XP0-SingleDeveloper.ps1 Role: The main PowerShell executable file. All the default parameters that are required to install a developer workstation are stored in it.
$Prefix – It will be used on SOLR, Website and Database Instances
$SitecoreAdminPassword – Password for Admin user
$SCInstallRoot – The root folder with the license file and WDP files
$SolrUrl – The URL of the Solr Server
$SolrRoot – The Folder that Solr has been installed to
$SolrService – The Name of the Solr Service created using nssm
$SqlServer – Name of the SQL instance/server
$SqlAdminUser – A SQL user with sysadmin privileges
$SqlAdminPassword – The password for $SQLAdminUser
Createcert.json Role: Creates the self-signed certificate for the Sitecore Identity server.
CertPath – The physical path on disk where certificates will be stored
IdentityServer.json Role: Sets-up the stand-alone .Net Core website for the Sitecore Identity server and contains the connection strings to the Core database that is installed by sitecore-XP0.json.
LicenseFile – The path to the Sitecore license file
SqlServer – Name of the SQL instance/server
Xconnect-solr.json Role: Creates the Solr indexes that are used by xConnect.
SolrUrl – The URL of the Solr Server
SolrRoot – The Folder that Solr has been installed to
SolrService – The name of the Solr service
BaseConfig – Solr configset to copy as a base for each core
Xconnect-xp0.json Role: Sets-up the xDB and xConnect web services on IIS, the xDB databases on SQL Server, and secures them with the provided certificates.
LicenseFile – The path to the Sitecore license file
SqlAdminUser – The SQL admin user account
SqlAdminPassword – The SQL admin password
SolrUrl – The URL of the Solr Server
SqlServer – The SQL Server where databases will be installed
Sitecore-solr.json Role: Creates the Solr indexes that are used by Sitecore.
SolrUrl – The URL of the Solr Server
SolrRoot – The Folder that Solr has been installed
SolrService – The name of the Solr service
BaseConfig – Solr configset to copy as a base for each core *NOTE: In Solr 6.6.2, it’s default value should be “basic_configs” whereas in Solr 7 it should be “_default”
sitecore-XP0.json Role: Sets-up a stand-alone Sitecore website on IIS and the content databases on SQL Server.
LicenseFile – The path to the Sitecore license file
SqlAdminUser – The SQL admin user account
SqlAdminPassword – The SQL admin password
SqlServer – The SQL Server where databases will be installed
SolrUrl – The URL of the Solr Server
***Important: When you are updating the file locations in JSON files, make sure to provide the escape character for a backslash “\”.
Part 2: Sitecore Installation
You are almost done with the Sitecore installation. Here is what you need to do next.
Open a PowerShell which administrative right
[Optional] if you have not installed Sitecore before, execute the following command
Change the directory to the folder where you have stored all the installation files
Execute the command: .\XP0-SingleDeveloper
Relax and have a cup of coffee as the installation script will execute on its own.
If all the steps mentioned above are executed correctly, the process will go smoothly without any error and in 20-30 minutes the whole installation process should be complete. Once it is done, you will see the Admin password (as shown below) to log into the Sitecore Admin account.
End of the Sitecore InstallationSitecore Admin Login Page
Need assistance with Sitecore installation, architecture, enhancement, or implementation? Feel free to reach out to our Sitecore lead Eric Ramseur eric.ramseur@anant.us or email us at solutions@anant.us.
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