Quick Guide to installing SDL Tridion

This quick guide runs you through a basic installation of SDL Tridion on one machine and shows you how to publish content from the Content Manager to a Web site using the HTTP protocol. The Quick Guide is intended to instruct you on the fundamentals of installation and publishing.

Before you begin

SoftwareDescription
Operating systemMicrosoft Windows Server 2012 R2 (64-bit)
DatabaseMicrosoft SQL Server 2012 SP1 with PowerShell 3.0 installed.
Web Application ServerIIS 8.5
UsersDescription
MTSUserA domain system user for running various low-level services.
FilesDescription
Licence fileslicenses.xml and cd_licenses.xml
JDBC driversqljdbc4.jar
Installer filesSDL Tridion installation media

About this task

Step 1: Creating databases using PowerShell scripts

You can install several Content Manager and Content Delivery databases by running a number of PowerShell scripts. We are going to create the databases for Content Manager and Content Delivery.

Before you begin

If you have trouble executing the Powershell scripts, see Executing and troubleshooting PowerShell scripts.

In Windows Explorer, navigate to the installation media \Database\Scripts\ folder, select Tridion.Database.Management.dll and click Properties. In the General tab, click Unblock. Click OK to close the dialog.

Procedure

  1. In the Windows Start menu, enter powershell and open the Windows PowerShell program.
  2. In the Windows PowerShell command line, navigate to the the SDL Tridion installation files Database\MSSQL folder.
  3. Run the script Install Content Manager database.ps1.
  4. Enter the name of the database server where your database is located, or press enter if your database is on your local machine.
  5. Enter the administrator account user name of the database (the default is sa).
  6. Enter the administrator account user password of the database, for example tridion, and press Enter.
  7. Enter a database name, for example Tridion_cm22, and press Enter.
  8. Specify the MTS User and press Enter.
  9. Specify the Content Manager Administrator and press Enter.
  10. Specify the Windows System Account user and press Enter.
  11. Press Enter to start the creation process.
  12. Run the script Install Content Data Store.ps1 and follow the instructions to create the Content Data Store.

Results

Make sure to write down somewhere the database details you enter when you create a database—you will need these details when you run the Content Manager installer.
database=localhost
user=sa
password=tridion

Content Manager database
-------------------------
Name=Tridon_cm22
Username=TCMDBUser
Password=tridion

Content Data store
-------------------------
Name=Tridon_Broker22
Username=TridionBrokerUser
Password=tridion

Step 2: Running the Content Manager installer

You can install the Content Manager, and associated products, using the Content Manager installer.

About this task

Access the SDL Tridion installation files, go to the \Content Manager folder and run the Content Manager installer.

Procedure

  1. Access the SDL Tridion installation files.
  2. Navigate to the \Content Manager folder.
  3. Double-click SDLTridion2013SP1CM.exe to start the installer.
  4. In Select Features, unselect the following features and click Next:
    • Audience Manager and Outbound E-mail
    • User Generated Content
    • Translation Manager
    • ECL
  5. In Check Prerequisites, the installer checks if you are missing any prerequisites. If you are, these are listed. Click Accept to continue (the installer will install the missing prerequisites).
  6. In System Account, specify the MTS user and click Next.
  7. In Database Details, enter the database details for the Content Manager database you specified when you ran the PowerShell scripts and click Next.
  8. In Content Manager Explorer Web site, accept the defaults and click Next.
  9. Specify your license.xml and cd_license.xml license files and click Next.
  10. In the Summary screen, check your selections and click Install.
  11. Click Finish.
    To complete the installation you need to reboot your machine.

Step 3: Installing Content Delivery

After installing your databases and Content Manager, you need to install the Content Delivery part of your SDL Tridion system. There are several options to install Content Delivery. We are going to install the Content Deployer (HTTP or HTTPS) Server Role in a Web and Application server. Content Deployer (HTTP or HTTPS) allows you to publish your content using HTTP or HTTPS protocols.

Procedure

  1. Create a folder on your filesystem called httpupload.
  2. Access the SDL Tridion installation files and go to the \Content Delivery\roles\upload\dotNET\webapp\x86_64\ folder.
  3. Copy and unzip the upload.zip file into the httpupload folder:
  4. Download the JDBC driver (JAR file) required for your specific database vendor and Java version, in this case sqljdbc4.jar, and copy it into the \lib folder.
  5. Access the SDL Tridion installation files, go to the \Content Delivery\resources\configurations folder and the configuration files into the config folder.
    • cd_deployer_conf_sample.xml
    • cd_storage_conf_sample.xml
    • logback.xml
  6. Rename the configuration files removing the _sample from the name so that you have the following files:
    • cd_deployer_conf.xml
    • cd_storage_conf.xml
  7. Open cd_storage_conf to configure where you store content:
    1. In the <Storages> section, uncomment the MSSQL <storage> element and specify the details of your Content Data Store:
      <Storage Type="persistence" Id="defaultdb" dialect="MSSQL" Class="com.tridion.storage.persistence.JPADAOFactory">
      	<Pool Type="jdbc" Size="5" MonitorInterval="60" IdleTimeout="120" CheckoutTimeout="120" />
      	<DataSource Class="com.microsoft.sqlserver.jdbc.SQLServerDataSource">
      		<Property Name="serverName" Value="localhost" />
      		<Property Name="portNumber" Value="1433" />
      		<Property Name="databaseName" Value="Tridion_Broker22" />
      		<Property Name="user" Value="TridionBrokerUser" />
      		<Property Name="password" Value="tridion" />
      	</DataSource>
      </Storage>
    2. In the <Storages> section, in the filesystem <storage> element specify the Path to your visitors Web site:
      • For defaultFile, specify c:\visitorsweb (you will create this folder in Step 4).
      • For defaultDataFile, specify c:\visitorsweb\data.
      <Storage Type="filesystem" Class="com.tridion.storage.filesystem.FSDAOFactory" Id="defaultFile" defaultFilesystem="false">
      	<Root Path="c:\visitorsweb" />
      </Storage>
      <Storage Type="filesystem" Class="com.tridion.storage.filesystem.FSDAOFactory" Id="defaultDataFile" defaultFilesystem="true" defaultStorage="true">
      	<Root Path="c:\visitorsweb\data" />
      </Storage>
    3. In the <ItemTypes> section, uncomment the Page mapping so that Pages are published to the filesystem storage (specified above) rather than the database:
      <Item typeMapping="Page" cached="false" storageId="defaultFile"/>
    4. Save and close cd_storage_conf.
  8. Copy your cd_license.xml to your Web application \bin\config folder.
  9. Open IIS and create a new Web site:
    • Provide a site name, for example httpupload.
    • Specify the path to the httpupload folder you created.
    • Specify the different port, for example 81.
    • Click OK.
    • Select the Web site, click folder Browsing and click Enable.
  10. Test that the Content Deployer (HTTP or HTTPS) is working:
    1. Open a browser.
    2. Enter http://localhost:81, then click HTTPUpload.aspx .
    3. The Page should display:
      SDL Tridion ASPX HTTP Upload

Step 4: Setting up your visitor's Web site

You need to create a Web site which serves Web site content to visitors.

Procedure

  1. Create the following Web application directory structure:
    1. Create a folder on your filesystem called visitorsweb where your content will be published to.
    2. In visitorsweb, create a bin\ subfolder.
    3. In the bin\ folder, create subfolders config\ and lib\.
  2. Navigate to the Content Delivery\roles\api\dotNet\x86_64 folder and copy all the DLLs in the folder to the Web application bin\ folder.
  3. Navigate to the Content Delivery\roles\api\java\ folder and copy all the JARs in the lib\ folder to the Web application lib\ folder and:
    1. Copy all the JARs in the lib\ folder to the Web application lib\ folder.
    2. Copy all the JARs in the third-party-lib\ folder to the Web application lib\ folder.
  4. Copy your JDBC driver JAR file (sqljdbc4.jar) into the \lib folder.
  5. Access the httpupload\bin\config folder and copy the following files into the config\ folder:
    • cd_storage_conf.xml
    • logback.xml
    • cd_license.xml
  6. Open IIS and create a new Web site:
    • Provide a site name, for example visitorsweb.
    • Specify the path to the visitorsweb folder you created.
    • Specify the different port, for example 82.
    • Click OK.
    • Select the Web site, click folder Browsing and click Enable.

Step 5: Testing your SDL Tridion system

When you have installed your databases, Content Manager, Content Delivery, and your Web site, you can create test content in the Content Manager Explorer and set up basic Publishing to check whether the whole system is working.

Procedure

  1. Open Content Manager Explorer.
  2. Create a Publication called, for example, visitorsweb.
  3. In the Publication, create a Structure Group called, for example, SG.
  4. In the Structure Group, create a Page called, for example, HelloWorld.
  5. Go to the Administration section.
  6. In Publishing Management > Target Types create a new Target Type called, for example, visitorsweb.
  7. In Publishing Management > Publishing Target create a new Publication Target.
  8. In the General tab, specify the following values:
    Input fieldValue
    Namevisitorsweb
    Descriptionvisitorsweb
    Target LanguageNone
    Default Code PageSystem Default
    Minimal Approval Status(None)
    Prioritynormal
    DestinationsClick Add to reveal fields on the right
    Destination Namevisitorsweb
    ProtocolHTTPS
    Loginanonymous
    Password(your password)
    Fully specified URL to upload pagehttp://localhost:81/HTTPUpload.aspx
    Address of proxy server to be used(empty)
    Port of proxt server to be used(empty)
  9. In the Publication tab:
    • Move the visitorsweb Publication to the Available Publications.
    • Move the visitorsweb Target Type to the Available Publications.
  10. Click save and close.
  11. Select the HelloWorld Page and Publish it.
  12. Go to the Publish Queue to check the publish status of the Page.
  13. When successful, open a browser and enter http://localhost:82
  14. Click HelloWorld.html:

Results

When you have finished, your working SDL Tridion system runs as follows: