Install umbraco 3.0 on Windows XP

Introduction

Umbraco is a very simple application to install. However, you will need to install and configure a number of pre-requisite software packages on your Windows XP computer that would normally be running on servers maintained by your IT department or ISP. 

These extra steps might seem daunting. Don't worry. These instructions will show every step in detail, for those who are unfamiliar with Windows system administration tasks.

If you have already installed some software packages you may skip those steps, though we recommend you review the settings to confirm your configuration.

Recommended hardware

• 1 GHz or faster processor
• 512 MB or more memory
• 2 GB or more available disk space
• SVGA (1024 x 768) or higher monitor resolution
• Internet Explorer 6 or higher

Install IIS

Note: You will need your Windows XP Professional CD

Install Microsoft's web server, Internet Information Server 5.1 (IIS) from the Windows XP Pro installation CD.

1. Place the Windows XP Professional CD-ROM in your CD Drive.
2. Click Start, click Control Panel, and click Add or Remove Programs.
3. Click Add/Remove Windows Components. The Windows Components Wizard appears.
4. Place a check in the box for Internet Information Services (IIS), leaving all the default installation settings intact.
   
5. Click Next.
6. Click Finish.

Once IIS is installed on your machine you can view your home page in a web browser by typing http://localhost into the address bar of your web browser. Since you have not yet created a web site you should see the default start page and the IIS documentation.

You will configure IIS in a few moments, after installing a few other software packages.

Install .NET 2.0 Framework

Note: Umbraco 3.x requires .NET 2.0.

1. Download the .NET 2.0 Framework from the Microsoft web site at:
   http://www.microsoft.com/downloads/details.aspx?
   familyid=0856EACB-4362-4B0D-8EDD-AAB15C5E04F5&displaylang=en
2. Save the dotnetfx.exe file to your desktop.
3. When downloading has finished, double-click the dotnetfx.exe file on your desktop to start the installation process.
4. Click Run if prompted to allow the application to run.
5. Click Next.
6. Place a check mark in the box next to “I accept the terms of the License Agreement”.
7. Click Install.
8. Click Finish.

Install ASP.NET AJAX 1.0

1. Download ASP.NET AJAX 1.0 from the Microsoft web site at:
   http://www.microsoft.com/downloads/details.aspx?
   FamilyID=ca9d90fa-e8c9-42e3-aa19-08e2c027f5d6&displaylang=en
2. Save the ASPAJAXExtSetup.msi file to your desktop.
3. When downloading has finished, double-click the ASPAJAXExtSetup.msi file on your desktop to start the installation process.
4. Click Run if prompted to allow the application to run.
5. Click Next.
6. Place a check mark next to “I accept the terms in the License Agreement”.
7. Click Next.
8. Click Install.
9. Click Continue if prompted for permission to continue.
10. Click Finish.

Install MSXML

Note: The Microsoft Core XML Services (MSXML) are a pre-requisite for SQL Server Management Studio Express, which will be installed in a moment.

1. Download the Microsoft Core XML Services (MSXML) 6.0 from the Microsoft web site at:
   http://www.microsoft.com/downloads/details.aspx?
   familyid=993c0bcf-3bcf-4009-be21-27e85e1857b1&displaylang=en
2. Select the msxml6.msi download button near the bottom of the page.
3. Save the msxml6.msi file to your desktop.
4. When downloading has finished, double-click the msxml6.msi file on your desktop to start the installation process.
5. Click Run if prompted to allow the application to run.
6. Click Next.
7. Select the radio button next to “I accept the terms of the license agreement”.
8. Click Next.
9. Enter your Name and Company.
10. Click Next.
11. Click Install.
12. Click Finish.

Install SQL Server 2005 Express Edition SP2

Microsoft SQL Server 2005 Express Edition is the free, easy-to-use, lightweight version of SQL Server 2005. SQL Server Express can be seamlessly upgraded to more sophisticated versions of SQL Server.

1. Download Microsoft SQL Server 2005 Express Edition SP2 from the Microsoft web site at:
   http://go.microsoft.com/fwlink/?LinkId=65212
2. Save the SQLEXPR32.EXE file to your desktop.
3. When downloading has finished, double-click the SQLEXPR32.EXE file on your desktop to start the installation process.
4. Click Run if prompted to allow the application to run.
5. Place a check mark in the box next to “I accept the licensing terms and conditions”.
6. Click Next.
7. Click Install.
8. Click Next.
9. Click Next.
10. Click Next.
11. Enter your Name and Company.
12. Remove the check mark in the box next to “Hide advanced configuration options”.
    
13. Click Next.
14. De-select all Client Components.
    
15. Click Next.
16. Select the radio button next to “Default instance”.
    
17. Click Next.
18. Select the radio button next to “Use the build-in System account” and choose Network service.
19. Place a check mark in the box next to “SQL Server” to start the service at the end of setup.
    
20. Click Next.
21. Select the radio button next to “Mixed Mode (Windows Authentication and SQL Server Authentication)”.
22. Enter and confirm the sa logon password you will use to connect to SQL Server.
    Note: Do not forget this password!
    
23. Click Next.
24. Select the radio button next to “SQL collations (used for compatibility with previous versions of SQL Server)” and select “Dictionary order, case-insensitive, for use with 1252 Character Set.”
    
25. Click Next.
26. Remove the check mark in the box next to “Enable User Instances”.
    
27. Click Next.
28. Remove both check marks.
    
29. Click Next.
30. Click Install.
31. Click Next.
32. Click Finish.

Install SQL Server Management Studio Express

SQL Server 2005 Management Studio Express Edition (SSMSE) provides a robust set of graphical tools for working with Microsoft SQL Server Express Edition.

1. Download Microsoft SQL Server 2005 Management Studio Express from the Microsoft web site at:
   http://go.microsoft.com/fwlink/?LinkId=65110
2. Save the SQLServer2005_SSMSEE.msi file to your desktop.
3. When downloading has finished, double-click the SQLServer2005_SSMSEE.msi file on your desktop to start the installation process.
4. Click Run if prompted to allow the application to run.
5. Click Next.
6. Select the radio button next to “I accept the terms in the license agreement”.
7. Click Next.
8. Enter your Name and Company.
9. Click Next.
10. Click Next.
11. Click Install.
12. Click Finish.

Configure SQL Server 2005 Express

There are many steps here, so take your time and be sure you perform each step. Various problems can occur if you don't have SQL Server configured properly.

Special thanks to Brian on the umbraco forum for his excellent outline of the steps to configure SQL Server 2005 Express for umbraco 2.1.x.

Trouble-shooting notes are shown at the end, if you have any problems.

SQL Server 2005 Configuration Manager

1. Click Start, click All Programs, click Microsoft SQL Server 2005, click Configuration Tools, and click SQL Server Configuration Manager.
   
2. Expand the SQL Server 2005 Network Configuration folder, click on Protocols for MSSQLSEVER.
3. Right-click on the TCP/IP protocol, and select Properties.
   
4. On the Protocol tab, select Yes for Enabled.
   
5. On the IP Addresses tab, select Yes for both Active and Enabled for all IP Address entries.
   
6. Click OK.
7. Click OK.
8. Select the SQL Server 2005 Services folder
9. Right-click SQL Server (MSSQLSERVER), and click Restart.
   
10. Exit SQL Server Configuration Manager.

SQL Server 2005 Surface Area Configuration

1. Click Start, click All Programs, click Microsoft SQL Server 2005, click Configuration Tools, and click SQL Server Surface Area.
   
2. Click Surface Area Configuration for Services and Connections.
   
3. Expand the MSSQLSERVER folder, expand the Database Engine folder, and click on Remote Connections.
   
4. Select the radio button next to "Local and remote connections".
5. Select the radio button next to "Using TCP/IP only".
6. Click OK.
7. Exit SQL Server 2005 Surface Area Configuration.
8. Restart SQL Server using the SQL Server Configuration Manager, as shown above.
9. Exit SQL Server Configuration Manager.

SQL Server Management Studio Express

1. Click Start, click All Programs, click Microsoft SQL Server 2005, and click SQL Server Management Studio Express.
   
2. Select SQL Server Authentication, enter sa for the login, and type the password you specified when you installed SQL Server 2005 Express, above.
   
3. Click Connect.
4. Right-click on the Databases folder, and select New Database.
   
5. Enter a Database name.
   (we'll use 'umbracoCMS' in these instructions)
6. Leave the Owner as <default>.
   
7. Click OK.
8. Expand the Security folder.
9. Right-click on the Logins folder, and select New Login.
   
10. Select the General page:
11. 1. Enter a Login name.
       (we'll use 'umbracoUser' in these instructions)
    2. Select the radio button next to "SQL Server authentication", and enter and confirm a Password.
    3. Remove the check mark in the box next to "Enforce password policy".
       (note: this is optional and should not be done in a production environment)
       
12. Select the User Mapping page:
13. 1. Place a check mark in the box next to the Database you created.
       ('umbracoCMS' in these instructions)
    2. Place a check mark in the boxes next to the following Database role memberships:
           db_datareader
           db_datawriter
           db_owner
           public
       
14. Click OK.
15. Right-click on the root server folder (the parent of Databases, Security, etc.), and select Properties.
    
16. Select the radio button next to "SQL Server and Windows Authentication mode".
    
17. Click OK.
18. Right-click on the root server folder (the parent of Databases, Security, etc.), and select Restart.
    
19. Click Yes.

Test the configuration by disconnecting and logging in as the user you just created.

1. Click File, click Disconnect Object Explorer.
2. Click File, click Connect Object Explorer.
3. Select SQL Server Authentication, enter the name of the login user you create ('umbracoUser' in these instructions), and type the password you specified when you created the login user, above..
   
4. Click Connect.

If you cannot log in with SQL Server authentication…

• Check the log files after a failed attempt.
• The default log location is C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\LOG\ERRORLOG and can be opened with Notepad.
• Look for an entry in the ERRORLOG such as:
  2007-05-16 16:43:42.75 Logon Error: 18456, Severity: 14, State: 8.
• "State: 8" indicates a problem with the user password.
• You can find a list of the meaning of each state message at
  http://blogs.msdn.com/sql_protocols/archive/2006/02/21/536201.aspx

Install umbraco 3.0.x Files

1. Download umbraco 3.0.x from the umbraco web site at:
   http://www.umbraco.org/download
2. Save the v302.zip file to your desktop.
3.   When downloading has finished, double-click the v302.zip file on your desktop.
4. Click Extract all files.
   
5. Follow the wizard to extract all files and folders to C:\Inetpub\wwwroot
   Note: it is vital that you keep the file and folder structure intact!
   

If you already have web site content in C:\Inetpub\wwwroot, create a new folder and extract the files and folders into the new location (such as, C:\Inetpub\umbraco).

Do not attempt to install umbraco into a virtual folder. This is not supported.

Configure IIS

Do not attempt to install umbraco v3.0.x into a virtual folder. This is not supported.

If you need to run multiple web sites on Windows XP, consider using XP Pro IIS Admin, which can be downloaded from http://jetstat.com/iisadmin/.

1. Click Start, click Control Panel.
2. Click Performance and Maintenance.
   
3. Click Administrative Tools.
   
4. Double-click Internet Information Services.
   
5. Expand the (local computer) folder, expand the Web Sites folder, and click on Default Web Site.
   Note: if you extracted the umbraco files to a folder other than C:\Inetpub\wwwroot, you will need to change the default web site directory within IIS, or with the XP Pro IIS Admin tool mentioned above.
6. Right-click on Default Web Site, click on Properties.
   
7. On the ASP.NET tab, select ASP.NET version of 2.0.xxxxx.
   
8. Click OK.

Set file permissions

1. Using My Computer or the Windows Explorer, navigate to the folder containing the umbraco web site files.
   Note: C:\Inetpub\wwwroot, according to these instructions.
2. Hold down the CTRL key, and click the following folders and file to select them:
       bin
       config
       css
       data
       media
       python
       scripts
       umbraco
       usercontrols
       xslt
       web.config
3. Right-click on any of the selected folders, click Properties.
   
4. On the Security tab, click Add.
   
5. Click Locations.
   
6. Select the local machine
7. Type ASPNET into the “Enter the object names to select” text box.
8. Click Check Names.
   Note: the text field should change to prefix the local machine name to ASPNET, and underline the name, indicating the local ASPNET account has been found and validated.
   
9. Click OK.
10. On the Security tab, click the ASPNET Machine Account.
11. Place a check mark in the box next to Full Control, in the Allow column.
    
12. Click OK.

Configure umbraco 3.0.x

You will need to edit the web.config file to specify the location and connection string information for your database.

1. Using My Computer or the Windows Explorer, navigate to the folder containing the umbraco web site files.
   Note: C:\Inetpub\wwwroot, according to these instructions.
2. Double-click the Web.config file.
   
3. If prompted, select the radio button next to “Select the program from a list”, click OK, click Notepad, place a check mark in the box next to “Always use the selected program to open this kind of file”, and click OK.
4. Near the bottom of the file, find the following line:
       <add key="umbracoDbDSN" value="Server=SERVERNAME;
         Database=DATABASE;User ID=DBUSER;
         Password=DBPASSWORD;Trusted_Connection=False"/>
5. Modify the following umbracoDbDSN items to match your database configuration.
   Note: according to these instructions, the values would be as follows, though your settings will likely be different:
       Server=127.0.0.1
       Database=umbracoCMS
       User ID=umbracoUser
       Password=denmark
       Trusted_Connection=False
   
6. Save the Web.config file.

Set up umbraco from a web browser

1. Using a web browser, navigate to http://localhost.
   
2. Click Next.
   
3. Click Next.
   
4. Click Install.
   
5. Click Next.
   
   Note: If there are any permission problems, return to Set File Permissions, above.
6. Click Next.
   
7. Enter a password for the umbraco user interface, and click Change Password.
   
8. Click Next.
    

Finalize umbraco configuration

1. Finally, delete the \install folder
   Note: C:\Inetpub\wwwroot\install, according to these instructions.

Congratulations!

You are now ready to start creating an umbraco website!

As you have experienced, installing all the pre-requisite software (.NET 2.0, IIS, SQL Server, and various supporting tools) can be a time-consuming task. In a production environment, your IT staff or ISP would have performed most of these steps for you. Installing umbraco for use with existing servers is much quicker.

From now on everything you need to do with umbraco can be done entirely through the web interface.

Please note that if you now browse to http://localhost, you will see an alert page because, "your website doesn't contain any published content yet."
 

Log in to the umbraco interface

1. Using Internet Explorer (6.0 or higher), navigate to http://localhost/umbraco.
2. The username is admin.
3. The password is that which you entered when you set up umbraco from your web browser, above.
   
4. Once you have logged in, you will see the full umbraco interface.
   

You may wish to follow the links to Browse Starter Kits, above, to install a sample site using the WebSiteWizard or Blog package (more packages are being developed).

Or, if you will be attending umbraco training, leave the site empty until the course begins.