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Installation overview

This topic shows which steps are involved in the installation of the core software modules.

Step 1: Check hardware prerequisites

Before you start installing, check if the hardware you intend to use meets the minimal hardware requirements.

Step 2: Create the Content Manager database

Installing the Content Manager database consists of the following steps:

  1. Ensure that the software prerequisites for the Content Manager database are met.
  2. Create a Windows user to access the Content Manager database and act as a Content Manager user.
  3. Use a PowerShell script to install the Content Manager database.

Step 3: Install and configure the Content Manager server

Installing and configuring the Content Manager server consists of the following steps:

  1. Ensure that the software prerequisites for the Content Manager server are met.
  2. Run the Content Manager Windows installer. This installer installs the Content Manager server, including the server-side parts of the various clients.
  3. Configure the Content Manager server core.
  4. Configure the server-side parts of the various clients.

Step 4: Install and configure the Content Data Store

If you intend to publish to a relational database:

  1. Ensure that the software prerequisites for the Content Data Store are met.
  2. Use a PowerShell script to install the Content Data Store (or run the database scripts if you are installing on IBM DB2).

Step 5: Install and configure core Content Delivery Server Roles

A Server Role encapsulates the files and resources you need to install on a particular server to deploy and run a certain piece of Content Delivery functionality. Installing and configuring Content Delivery Server Roles consists of the following steps:

  1. Ensure that the software prerequisites for the Content Delivery server are met.
  2. Install the Content Delivery Server Role.

    Installing Content Delivery involves installing one or more Content Delivery Server Roles as Windows Services, Java Processes, or in a .NET or Java Web application.

    • Content Deployer (HTTP or HTTPS) or Content Deployer (other protocols) —you need to install and configure one of these types of Content Deployer, and the Storage Layer (included in each of these Server Roles). The Content Deployer receives content Published from the Content Manager and passes processed content to the Storage Layer, which stores content in a database or on a filesystem.
    • Experience Manager Web service and Experience Manager Web site extension—these Server Roles are required to make the Experience Manager client work.
    • API Server Role—this Server Role resolves dynamic links between content items.
  3. Configure logging for the Server Role you installed.
  4. Configure storage for the Server Role you installed.

Step 6: Set up publishing (Content Distribution)

Enable publishing from the Content Manager to Content Delivery.

Step 7: Install and configure the core Content Manager clients

Installing and configuring these clients consists of the following steps:

  1. Ensure that the software prerequisites for these clients are met.
  2. Install and configure the clients:
    • Content Manager Explorer
    • Template Builder
    • .NET assembly templating
    • Dreamweaver templating
    • Experience Manager client