Ektron CMS400 Setup Manual - Ektron Product Documentation

Ektron CMS400 Setup Manual - Ektron Product Documentation
Ektron CMS400.NET Setup Manual
Version 7.6, Revision 5
Ektron® Inc.
542 Amherst St.
Nashua, NH 03063
Tel: +1 603-594-0249
Fax: +1 603-594-0258
Email: [email protected]
http://www.ektron.com
To learn what’s new in this release, see
http://dev.ektron.com/cms400releasenotes.aspx
Copyright June 2009 Ektron®, Inc. All rights reserved.
EKTRON is a registered trademark of Ektron, Inc.
Version 7.6, Revision 5
For updated versions of this manual, please visit:
http://www.ektron.com/web-content-management-solutions.aspx?id=4020
EKTRON, INC. SOFTWARE LICENSE AGREEMENT
YOUR RIGHT TO USE THE PRODUCT DELIVERED IS SUBJECT TO THE TERMS AND CONDITIONS SET OUT IN THIS
LICENSE AGREEMENT. USING THIS PRODUCT SIGNIFIES YOUR AGREEMENT TO THESE TERMS. IF YOU DO NOT
AGREE TO THIS SOFTWARE LICENSE AGREEMENT, DO NOT DOWNLOAD.
CUSTOMER should carefully read the following terms and conditions before using the software program(s) contained herein
(the “Software”). Downloading and/or using the Software or copying the Software onto CUSTOMER’S computer hard drive
indicates CUSTOMER’S acceptance of these terms and conditions. If CUSTOMER does not agree with the terms of this
agreement, CUSTOMER should not download.
Ektron, Inc. (“Ektron”) grants, and the CUSTOMER accepts, a nontransferable and nonexclusive License to use the Software on
the following terms and conditions:
1. Right to use: The Software is licensed for use only in delivered code form. Each copy of the Software is licensed for use only
on a single URL. Each license is valid for the number of seats listed below (the “Basic Package”). Any use of the Software
beyond the number of authorized seats contained in the Basic Package without paying additional license fees as provided
herein shall cause this license to terminate. Should CUSTOMER wish to add seats beyond the seats licensed in the Basic
Package, the CUSTOMER may add seats on a block basis at the then current price for additional seats (see product pages for
current price). The Basic Packages are as follows:
Ektron CMS400.NET — Licensed for ten seats (10 named users) per URL.
Ektron eWebEditPro — Licensed for ten seats (10 named users) per URL.
Ektron eWebEditPro+XML — Licensed for ten seats (10 named users) per URL.
For purposes of this section, the term “seat” shall mean an individual user provided access to the capabilities of the Software.
The CUSTOMER may not modify, alter, reverse engineer, disassemble, or decompile the Software. This software product is
licensed, not sold.
2. Duration: This License shall continue so long as CUSTOMER uses the Software in compliance with this License. Should
CUSTOMER breach any of its obligations hereunder, CUSTOMER agrees to return all copies of the Software and this License
upon notification and demand by Ektron.
3. Copyright: The Software (including any images, “applets,” photographs, animations, video, audio, music and text incorporated
into the Software) as well as any accompanying written materials (the “Documentation”) is owned by Ektron or its suppliers, is
protected by United States copyright laws and international treaties, and contains confidential information and trade secrets.
CUSTOMER agrees to protect the confidentiality of the Software and Documentation. CUSTOMER agrees that it will not provide
a copy of this Software or Documentation nor divulge any proprietary information of Ektron to any person, other than its
employees, without the prior consent of Ektron; CUSTOMER shall use its best efforts to see that any user of the Software
licensed hereunder complies with this license.
4. Limited Warranty: Ektron warrants solely that the medium upon which the Software is delivered will be free from defects in
material and workmanship under normal, proper and intended usage for a period of three (3) months from the date of receipt.
Ektron does not warrant the use of the Software will be uninterrupted or error free, nor that program errors will be corrected. This
limited warranty shall not apply to any error or failure resulting from (i) machine error, (ii) Customer's failure to follow operating
instructions, (iii) negligence or accident, or (iv) modifications to the Software by any person or entity other than Company. In the
event of a breach of warranty, Customer’s sole and exclusive remedy, is repair of all or any portion of the Software. If such
remedy fails of its essential purpose, Customer’s sole remedy and Ektron’s maximum liability shall be a refund of the paid
purchase price for the defective Products only. This limited warranty is only valid if Ektron receives written notice of breach of
warranty within thirty days after the warranty period expires.
5. Limitation of Warranties and Liability: THE SOFTWARE AND DOCUMENTATION ARE SOLD “AS IS” AND WITHOUT ANY
WARRANTIES AS TO THE PERFORMANCE, MERCHANTIBILITY, DESIGN, OR OPERATION OF THE SOFTWARE. NO
WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE IS OFFERED. EXCEPT AS DESCRIBED IN SECTION 4, ALL
WARRANTIES EXPRESS AND IMPLIED ARE HEREBY DISCLAIMED.
NEITHER COMPANY NOR ITS SUPPLIERS SHALL BE LIABLE FOR ANY LOSS OF PROFITS, LOSS OF BUSINESS OR
GOODWILL, LOSS OF DATA OR USE OF DATA, INTERRUPTION OF BUSINESS NOR FOR ANY OTHER INDIRECT,
SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY KIND UNDER OR ARISING OUT OF, OR IN ANY
RELATED TO THIS AGREEMENT, HOWEVER, CAUSED, WHETHER FOR BREACH OF WARRANTY, BREACH OR
REPUDIATION OF CONTRACT, TORT, NEGLIGENCE, OR OTHERWISE, EVEN IF COMPANY OR ITS REPRESENTATIVES
HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS.
6. Additional Terms and Conditions apply
When using the CMS400 map control, Subject to the terms and conditions of the Map provider (Microsoft Virtual Earth or
Google maps)
Microsoft Virtual Earth - http://www.microsoft.com/virtualearth/product/terms.html
If you have any questions would like to find out more about a MWS/VE Agreement, please contact [email protected] for
information.
Google Maps - http://code.google.com/apis/maps/terms.html
7. Miscellaneous: This License Agreement, the License granted hereunder, and the Software may not be assigned or in any way
transferred without the prior written consent of Ektron. This Agreement and its performance and all claims arising from the
relationship between the parties contemplated herein shall be governed by, construed and enforced in accordance with the laws
of the State of New Hampshire without regard to conflict of laws principles thereof. The parties agree that any action brought in
connection with this Agreement shall be maintained only in a court of competent subject matter jurisdiction located in the State
of New Hampshire or in any court to which appeal therefrom may be taken. The parties hereby consent to the exclusive
personal jurisdiction of such courts in the State of New Hampshire for all such purposes. The United Nations Convention on
Contracts for the International Sale of Goods is specifically excluded from governing this License. If any provision of this License
is to be held unenforceable, such holding will not affect the validity of the other provisions hereof. Failure of a party to enforce
any provision of this Agreement shall not constitute or be construed as a waiver of such provision or of the right to enforce such
provision. If you fail to comply with any term of this License, YOUR LICENSE IS AUTOMATICALLY TERMINATED. This License
represents the entire understanding between the parties with respect to its subject matter.
YOU ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT, THAT YOU UNDERSTAND THIS AGREEMENT, AND
UNDERSTAND THAT BY CONTINUING THE INSTALLATION OF THE SOFTWARE, BY LOADING OR RUNNING THE
SOFTWARE, OR BY PLACING OR COPYING THE SOFTWARE ONTO YOUR COMPUTER HARD DRIVE, YOU AGREE TO
BE BOUND BY THIS AGREEMENT’S TERMS AND CONDITIONS. YOU FURTHER AGREE THAT, EXCEPT FOR WRITTEN
SEPARATE AGREEMENTS BETWEEN EKTRON AND YOU, THIS AGREEMENT IS A COMPLETE AND EXCLUSIVE
STATEMENT OF THE RIGHTS AND LIABILITIES OF THE PARTIES.
Copyright 1999 - 2008 Ektron, Inc. All rights reserved.
LA10031, Revision 2.0
Securing Ektron CMS400.NET
Securing Ektron
CMS400.NET
Security Checklist
The following is a checklist of things an Administrator must do to
secure Ektron CMS400.NET.
Change the Admin and Builtin Users’ Passwords
Make sure you change the password for the Admin and Builtin
user. To change the Admin user’s password, navigate to .
Change Admin user password
Change the Admin user’s password in the Workarea by following
these steps.
1. In the Workarea, navigate to Settings > Users
2. Click the Admin user.
3. Click the Edit Users button.
4. In the Password and Confirm Password fields enter the new
password.
5. Click the Save button.
Change builtin user password
IMPORTANT!
If you changed the builtin user password during the site setup, you do not need to
change it again. See ”Editing Builtin” on page iv for additional information.
Change the builtin user’s password in the Workarea by following
these steps.
1. In the Workarea, navigate to Settings > Configurations >
Setup.
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Securing Ektron CMS400.NET
2. Click the Edit button.
3. Find the Built In User field.
4. In the Password and Confirm Password fields enter the new
password.
5. Click the Update button.
Remove Sample Users and Sample Membership Users
Some sample users and sample membership users are included
with CMS400.NET for evaluation and demonstration purposes.
These users should be removed when they are no longer needed.
CMS users have access to the Workarea. They can be content
authors, administrators or even developers who need access to
information in the Workarea. These people count towards the
number of users in your license.
Membership users are typically people who only interact with your
Web site. Membership users are a category of users who have
limited privileges to Ektron CMS400.NET. Unlike regular CMS
users, they cannot use the Workarea and do not count towards the
number of users in your license.
Remove Sample Users and Sample
Membership Users
IMPORTANT!
Some users in this list might not appear in your User list. Also, you might have
sample users that appear in your users lists. This depends on which version of the
software you have installed.
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Securing Ektron CMS400.NET
CMS400.NET Users
Membership Users
jedit
jmember
tbrown
[email protected]
jsmith
north
vs
supermember
See Also: ”Managing Users & User
Groups” on page 728
west
See Also: ”Membership Users and
Groups” on page 744
Removing CMS400.NET Users
To remove CMS400.NET users in the Workarea, follow these
steps.
1. In the Workarea, navigate to Settings > Users.
2. Click the check box next each user you want to remove.
3. Click the Delete button (
).
4. Click OK in the dialog box that appears.
The page refreshes and the users are removed.
Removing Membership Users
To remove Membership users in the Workarea, follow these steps.
1. In the Workarea, navigate to Modules > Community
Management > Memberships > Users.
2. Click the check box next each user you want to remove.
3. Click the Delete button (
).
4. Click OK in the dialog box that appears.
The page refreshes and the membership users are removed.
Ektron CMS40 0.NET Setup Manu al, Version 7 .6
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Securing Ektron CMS400.NET
Do Not Allow the Use of Group User Accounts
Do Not Allow the Use of Group User Accounts
A group account is an account that multiple people use to log in to
CMS400.NET using the same username and password. This is a
serious security issue as you lose the ability to accurately keep
track of who is doing what in your Web site’s environment. The use
of a group user account is a violation of Ektron CMS400.NET's
license agreement.
Additional Information
You do not need to make these changes if you are using the
CMS400 for demonstration or evaluation purposes. These
changes should be completed once the decision is made to
purchase the product and go live with your site.
IMPORTANT!
Ektron recommends creating your own Administrator user and deleting the Admin
user.
IMPORTANT!
Ektron recommends deleting any users from the CMS400 that are not needed on
the system.
The Everyone Group
By default, the root folder in Workarea provides the Everyone
Group with all permissions except Overwrite Library. Ektron Inc.
recommends reviewing the permission needs of the Everyone
Group when you add a folder. For information on Permissions, see
the Administrator Manual section “Managing User and
Permissions” > “Setting Permissions.”
Editing Builtin
IMPORTANT!
The “builtin” user does not appear in the Users list. This user appears on the
application setup screen.
To change the builtin account information, follow these steps.
1. In the Workarea, click Settings > Configuration > Setup.
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Securing Ektron CMS400.NET
2. Click the Edit button (
).
3. Locate the Built In User field.
4. Edit the built in user information by changing the username and
password.
5. Click the Update button (
NOTE
).
If you cannot sign in to Ektron CMS400.NET because the builtin user
password was changed and you don’t know the new password, use the
BuiltinAccountReset.exe utility. This resets your Ektron CMS400.NET user \
password to Builtin \ Builtin. This utility is located in C:\Program
Files\Ektron\CMS400versionnumber\Utilities.
ServerControlWS.asmx
Best Practice
For improved security, Ektron recommends renaming or removing the
Web services file when you move it to your production server. After
installation, this file is named ServerControlWS.asmx and resides in the
webroot/siteroot/Workarea folder.
ServerControlWS.asmx is the Web service that lets the server controls talk to
Ektron CMS400.NET. The path is coded in the web.config file. This is how it
appears:
<!-- Web Service URL for Server Controls design time --> <add key="WSPath" value="http://
localhost/CMS400Developer/Workarea/ServerControlWS.asmx" />
You will need to edit this line if you change the location or name of the
ServerControlWS.asmx file.
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Securing Ektron CMS400.NET
Ektron CMS40 0.NET Setup Manu al, Version 7 .6
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Table of Contents
Securing Ektron CMS400.NET ............................................i
Security Checklist......................................................................... i
Change the Admin and Builtin Users’ Passwords .............................. i
Remove Sample Users and Sample Membership Users ...................ii
Removing CMS400.NET Users .................................................. iii
Removing Membership Users..................................................... iii
Do Not Allow the Use of Group User Accounts .................................iv
Additional Information ............................................................... iv
The Everyone Group .........................................................................iv
Editing Builtin.....................................................................................iv
ServerControlWS.asmx ..................................................................... v
License Keys .....................................................................vii
Introduction................................................................................ vii
License Key Types..................................................................... vii
License Key Format.................................................................. viii
Inserting the License Key ........................................................ viii
Changing License Keys Upon Upgrade .......................................... viii
WebImageFX License Keys ....................................................... ix
License Key Check ..................................................................... ix
Invalid License Key Message ............................................................ix
Using CMS400 without a License Key ....................................... x
Domains in which You Can Use the License Key ..................... x
Register Domains, not IP Addresses ......................................... x
More Information ......................................................................... x
System Requirements.........................................................1
Server Requirements................................................................... 1
PC Client Requirements .............................................................. 2
Apple Macintosh Client Requirements ...................................... 3
Development and Staging Configurations........................5
Virtual Staging.............................................................................. 7
Same Server, Different Databases.............................................. 8
Same Server, Same Database..................................................... 9
Separate Servers, Same Database ........................................... 11
Separate Servers, Separate Databases.................................... 12
Installing Ektron CMS400.NET on Several Servers ................ 13
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Copying the Site and Database to Other Environments ........ 15
Tips on Creating Additional Environments....................................... 15
Installing Ektron CMS400.NET .........................................17
Before You Install....................................................................... 17
Installing the Minimum and Starter Sites................................. 20
Installing a Starter Site..................................................................... 21
No Current Ektron CMS400.NET Installation............................ 21
Upgrading an Existing Installation............................................. 21
Starter Applications.......................................................................... 21
Performing the Installation ....................................................... 22
Running the Installation and Setup Program ................................... 23
Setting up a Site........................................................................ 28
Setting up a Database............................................................... 34
Set Up a User for the CMS400 Database ....................................... 41
Possible Error Messages During Installation ................................... 46
Error .......................................................................................... 46
Possible Causes and Solutions................................................. 46
Error .......................................................................................... 47
Cause and Solution................................................................... 48
Document Management Client Install for Firefox ................... 48
eWebEditPro+XML Client Install............................................... 48
Results of Installation................................................................ 50
File Locations .................................................................................. 50
File Permissions .............................................................................. 50
Indexing Service .............................................................................. 50
Changes to the CMS400 web.config File ................................. 51
After Installation......................................................................... 51
Setting Up an Additional Site ................................................... 51
Step 1: Set up New Site................................................................... 52
Step 2: Set up New Database ......................................................... 52
Step 3: Create Project in Visual Studio.NET.................................... 53
Moving a Site to Another Directory or Server ......................... 54
Moving a Site vs. Using the eSync Feature..................................... 54
When You Would Use the eSync feature .................................. 55
When You Would Use the Move Site Procedure....................... 55
Step1: Set up an IIS Site on the Destination Server........................ 55
Step 2: Copy Files to Destination Directory ..................................... 56
Step 3: Set Permissions on the New CMS Web Site....................... 56
Step 4: Make the New Directory an IIS Application ......................... 57
Step 5: Back up the Database ......................................................... 57
Step 6: Create a New Database ...................................................... 58
Step 7: Restore the Database ......................................................... 59
Step 8: Set Security on the Copied Database ................................. 61
Step 9: Update web.config on the Destination Site ......................... 61
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Upgrading Ektron CMS400.NET.......................................62
Upgrading From Version 6 or higher to Version 7.X............... 62
The Base Folder .............................................................................. 62
The Upgrade Procedure .................................................................. 63
Performing the Upgrade .................................................................. 64
What Happens Next? ................................................................ 74
Upgrading Your Database ............................................................... 74
Performing the Database Upgrade ........................................... 74
Using the Big Int Utility ............................................................. 80
Why Ektron Changed the Data Type ............................................... 80
Running the Big Int Utility ................................................................ 81
The Log File .............................................................................. 86
Backing Up Databases .............................................................. 87
Updating Application Messages............................................... 87
Prerequisites.................................................................................... 88
Using the Language Update Utility .................................................. 88
Troubleshooting Upgrade Problems........................................ 93
Managing the web.config File ..........................................95
Settings in the web.config File ................................................. 95
Configuring E-Mail for Tasks and Content....................110
CDOSYS.................................................................................... 110
Set up SMTP Server.......................................................................110
Verification for Relay ............................................................... 111
Configuring SMTP Settings .................................................... 115
The Encrypt Password Utility..........................................................116
Error Messages........................................................................ 117
What’s Next? ............................................................................ 118
Installing the Web Alert Feature ....................................119
Server Configuration ............................................................... 119
Enabling the Web Alert Feature.............................................. 121
Setting Up the Message Queue and Asynchronous Processor
123
Manual Steps for Setting up the Message Queue and
Asynchronous Processor ........................................................ 129
Configuring SSL ..............................................................133
Setting Up the Certificate ........................................................ 133
Updating the web.config File .................................................. 136
Customizing Ektron CMS400.NET .................................138
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Customizing Ektron CMS400.NET email............................ 139
Introduction.............................................................................. 139
Variables ................................................................................... 140
List of Ektron CMS400.NET Default email ............................. 141
Notify Approval Process Complete................................................ 141
Deletion of Content Approved ................................................. 141
Immediate Deletion of Content................................................ 141
Approved Content Awaiting Go Live Date............................... 141
Approved Content Published Immediately .............................. 142
Decline Approval Request ............................................................. 142
Send Approval Message ............................................................... 142
Branding Ektron CMS400.NET............................................ 143
Style Sheet ............................................................................... 143
Class Explanation.......................................................................... 144
General Classes ..................................................................... 144
Workarea Classes................................................................... 144
History Classes ....................................................................... 155
Login Classes ......................................................................... 155
Folder Control Classes............................................................ 155
Library Classes ....................................................................... 155
Calendar Classes.................................................................... 155
InternCalendarStyles.css............................................................... 155
EktTabs.css ................................................................................... 162
worksearch.css.............................................................................. 163
Workarea Styles.css ...................................................................... 163
com.ektron.rules.wizard.css .......................................................... 163
com.ektron.utils.wizard.css............................................................ 163
ektnormal.css ................................................................................ 164
ektdata.css .................................................................................... 164
Images ...................................................................................... 164
Application Images.................................................................. 164
Language Images ................................................................... 164
Converting CMS300 to Ektron CMS400.NET ................166
Step 1: Back Up Your Site and Database............................... 166
Backing Up Your Site..................................................................... 167
Backing Up Your Database............................................................ 167
Step 2: Install New Ektron CMS400.NET................................ 167
Step 3: Migrate Your CMS300 Database For Use with Ektron
CMS400.NET............................................................................. 168
Migrate Database to Microsoft SQL .............................................. 169
Upgrade Database to Ektron CMS400.NET .................................. 170
Adding Database Permission for ASPNET or IIS_WPG users...... 170
Step 4: Copy Folders and Files .............................................. 170
Step 5: Set Folder Permissions .............................................. 171
Step 6: Update Files................................................................. 172
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Web.config..................................................................................... 172
AssetManagement.config .............................................................. 173
site_scripts_path.asp ..................................................................... 173
applicationAPI.asp......................................................................... 174
site_scripts_path.php..................................................................... 174
applicationAPI.php......................................................................... 174
PHP Templates.............................................................................. 175
Application.cfm .............................................................................. 175
Step 7: Create an IIS Application For Your Site .................... 175
Step 8: Make dmdata an IIS Application ................................ 178
Step 9: Add Ektron CMS400.NET License Keys ................... 179
Step 10: Verify Installation ...................................................... 180
Migrating Your Site to Ektron CMS400.NET..................181
Initial Steps............................................................................... 181
Installation ..................................................................................... 181
Verify Installation ........................................................................... 181
Setting up Your New Site ........................................................ 182
Copy Application Core Files .......................................................... 182
Set up the Database...................................................................... 182
Modify Application Parameters...................................................... 182
Creating a Login Page............................................................. 183
Log In............................................................................................. 183
Modifying Configuration Settings .......................................... 184
Set up Active Directory .................................................................. 184
Modify the Setup Screen ............................................................... 184
Set up Metadata ............................................................................ 184
Set up Smart Forms ...................................................................... 184
Creating Ektron CMS400.NET Users...................................... 185
Configuring Content and Forms Folders............................... 185
Creating your Templates ......................................................... 186
Migrating/Creating Content .................................................... 186
Deployment .............................................................................. 187
Advanced Features.................................................................. 187
Email Notification........................................................................... 187
Other.............................................................................................. 187
Appendix A: Creating a Web Site in IIS.........................188
Adding Web Sites to Your Server........................................... 188
Preparing to Add a Web Site................................................... 188
Adding a Web Site ................................................................... 190
Adding a Web site with the Web Site Creation Wizard.................. 191
To add a Web site with the iisweb.vbs command-line script.......... 195
Related Topics ......................................................................... 196
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What’s New in the 7.6 Release .......................................197
Additional Information ....................................................199
Supporting Documents ........................................................... 199
Support ..................................................................................... 199
Sales ......................................................................................... 199
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License Keys
License Keys
Introduction
Ektron controls the use of CMS400 through a license key, a unique
code assigned to your domain when you purchase CMS400. Your
license key is included in the email that Ektron sends when you
request or purchase CMS400.
License Key Types
There are three levels of license keys available for use with Ektron
CMS400.NET. The features that are available in your specific
version of CMS400 depend on the license key you purchase. The
table below shows the major features at each level.
Features
Enterprise
List
Profession
al
eSync
Optional
Multisite
Optional
eCommerce
Optional
Standard
Optional
Personalization
XLIFF Support
Document Management
Ektron CMS40 0.NET Setup Manu al, Version 7 .6
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License Keys
Features
Enterprise
List
Profession
al
Standard
Social Networking
URL Aliasing
All Other Ektron
CMS400.NET Features
License Key Format
A license key typically begins with a base URL (domain name,
computer network name, or IP address) followed by descriptor
tags, a question mark, a series of numbers, a hyphen and one or
two digits signifying release number. For example:
dev.mysite.com(exp-2008-10-25)(modifiers)(users10)?51510837796786063064924334416-XX
License keys cannot contain spaces or line breaks.
Inserting the License Key
If you download the executable (.exe) file, you are prompted to
enter a license key during installation. If you choose not to install
the license key during the installation, you can enter it by
navigating to Workarea > Settings > Setup and clicking the Edit
button. Once you are in edit mode, add the license key to the
License Key(s) text box.
Changing License Keys Upon Upgrade
If you upgrade to a new release of CMS400 and want to replace
the old license key with a new one, navigate to Workarea >
Settings > Setup and click the Edit button. Once you are in edit
mode, add the license key to the License Key(s) text box. On the
other hand, if you want to add new keys in addition to old keys,
create a comma delimited list of keys in the License Key(s) text
box.
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viii
License Keys
When cutting and pasting license keys, keep the full license key
intact without adding or deleting characters. License keys that are
changed in any way render CMS400 inoperable.
WebImageFX License Keys
If you are installing WebImageFX with CMS400, a WebImageFX
license key is included in the email you receive when you purchase
CMS400. A WebImageFX key resembles a CMS400 key but
includes the string wifx.
To add the key to CMS400, navigate to Workarea > Settings >
Setup and clicking the Edit button. Once you are in edit mode, add
the license key to the Module Licenses text box.
License Key Check
When you login to a Web site that contains CMS400, it checks the
license key(s) against the domain.
If the URL of a valid license key matches the URL of the site being
accessed, the Workarea appears.
If no valid license key is found for the URL of the site being
accessed, CMS400 is disabled and you must log in the with Builtin
account to change the License Key.
Invalid License Key Message
If you have a broken license key or a license key with an incorrect
base URL, an error message appears in the CMS400 Login
window. The message states, “Error: A license violation has
occurred and the application is presently locked. Please see your
administrator.”
If this message appears, you can login with the Builtin account and
reenter your license key. If the message continues to appear and
you are sure you have a valid key, contact Ektron Support.
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ix
License Keys
Using CMS400 without a License Key
For evaluation purposes, when you install CMS400, you do not
need a license key. During the installation process, leave the
License Key field blank and click the next button on the License
screen. This allows you to use CMS400.NET as localhost.
Domains in which You Can Use the License Key
The license key is assigned to your base URL, which is typically
your domain name. For example, if your domain name is
www.mycompany.com, the license key follows this pattern:
www.mycompany.com(expdate)(Modifers)?1234567890.
Each domain name requires its own license key. For example, to
support the domain names, www.mycompany.com,
sales.mycompany.com and support.mycompany.com, you need three
license keys.
Register Domains, not IP Addresses
When you purchase a license key, be sure to register a domain
name, not an IP address. For example, register
www.mycompany.com, not 192.168.0.1.
Although CMS400 supports IP addresses, the domain that you
license becomes the required URL in the browser address. For
example, if you register 192.168.0.1, you would need to access
the site as http://192.168.0.1/somedirectory/myloginpage.aspx.
Since users would typically not identify a Web page by its IP
address, you should register the domain name instead.
More Information
Additional information about licenses is available at http://
www.ektron.com/products.aspx?id=1144.
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System Requirements
System Requirements
The following components are required when developing or
viewing an Ektron CMS400.NET based application.
• ”Server Requirements” on page 1
• ”PC Client Requirements” on page 2
• ”Apple Macintosh Client Requirements” on page 3
Server Requirements
Component
Requirements
Recommended hardware
configuration
•
Intel® Pentium® 4 supporting Hyper-Threading or
Intel® Xeon® processor (with 800MHz bus)
•
•
2 GB RAM or higher
Web server operating system
RAID array for hard drives
Microsoft ® Windows® Server 2003
•
32 and 64 bit versions
Microsoft Windows Server 2008
•
32 and 64 bit versions
Microsoft Windows Server 2000, XP Professional
Note: Only use Windows XP for testing and
development. Do not use it on your production server.
Microsoft Windows Vista Business & Ultimate
Ektron CMS40 0.NET Setup Manu al, Version 7 .6 Re vision 5
1
System Requirements
Component
Requirements
Web application server
•
Microsoft .NET ™ Framework 3.5
•
Microsoft .NET ™ Framework 2.0
Note: eSync and eCommerce require .NET 3.5.
Web server
Microsoft® Internet Information Server (IIS) 6.0 or
higher
File System
NTFS (FAT 32 is not supported)
Database
•
•
Microsoft SQL™ Server 2008
Microsoft SQL™ Server 2005 SP2 and higher
(including Express version)
Important: Ektron CMS400.NET does not support case
sensitive databases.
PC Client Requirements
Component
Requirements
Operating system
•
Any IBM-PC compatible system running Windows, including
Vista® Ultimate and Vista® Business
•
Mac OSX
Browsers for viewing
All major browsers including:
•
•
•
Mozilla Firefox
Microsoft ® Internet Explorer 3.0 or higher
Apple Safari
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System Requirements
Component
Requirements
Browsers for editing
•
Mozilla Firefox (but see Firefox Support Summary)
•
Microsoft ® Internet Explorer 6.0 or higher
Note: Only released versions are supported.
Exception! When editing PageBuilder pages with Internet Explorer,
only IE versions 7 and up are supported.
Note: If using Firefox, uncheck the Block Popup Windows setting.
To access this setting, go to Tools > Options > Content.
Hardware
Suggested minimum requirements: Pentium 166 MHz or faster with
at least 64MB of RAM
Web development tools
•
•
Visual Studio 2005 / 2008
Visual Web Developer 2005 / 2008 Express
For Web site development
•
Visual C# 2005/2008 Express and Visual VB 2005 Express
For Plug-in Extensions creation
•
Adobe Dreamweaver
Apple Macintosh Client Requirements
Component
Requirements
Operating system
MAC OS X
Browsers for viewing
All major browsers including:
Browsers for editing
•
•
Microsoft ® Internet Explorer
•
Mozilla Firefox
Mozilla Firefox
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System Requirements
Component
Requirements
Hardware
Apple Macintosh
NOTE
Ektron does not guarantee support of beta releases for components listed above.
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Development and Staging Configurations
Development and Staging
Configurations
This chapter presents five examples of how to configure your
Ektron CMS400.NET Web site. Reading this will help you decide
which configuration is the best fit for your particular situation.
Configuration
Properties
Implementation Guidelines
Virtual Staging
•
Use C M S 4 0 0 . N E T ’s approval process
and scheduled publishing of content to
manage when content goes live
”Virtual Staging” on page 7
Multiple sites, Same
Server, Same
Database
•
Production and development/staging
sites use separate copies of Ektron
CMS400.NET but reside on same server
and point to same database
”Same Server, Same Database”
on page 9
•
Ektron CMS400.NET’s settings, managed content, and library files are identical between sites
•
Production and development/staging
sites use separate copies of Ektron
CMS400.NET’s display layer, reside on
same server, but point to different databases
•
Changes to content, configuration, or
library files made in one site must be copied to other site
Multiple sites, Same
Server, Different
Databases
Ektron CMS40 0.NET Setup Manu al, Version 7 .6 Re vision 5
”Same Server, Different
Databases” on page 8
5
Development and Staging Configurations
Configuration
Properties
Implementation Guidelines
Multiple sites,
Separate Servers,
Same Database
•
Production and development/staging
sites reside on separate servers, which
point to the same database.
”Separate Servers, Same
Database” on page 11
•
Ektron CMS400.NET settings, content,
and library files are identical between
sites.
•
Changes to templates must be copied
between servers.
•
Production and development/staging
sites are installed to separate servers
and point to different databases
•
Changes to content, configuration, or
files must be copied between sites.
Multiple sites,
Separate Servers,
Separate Databases
”Separate Servers, Separate
Databases” on page 12
After deciding which configuration is best, read the following
sections to learn about procedures for working with multiple sites,
servers, and databases.
• ”Installing Ektron CMS400.NET on Several Servers” on
page 13
• ”Copying the Site and Database to Other Environments” on
page 15
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Development and Staging Configurations
Virtual Staging
• Best choice when changes to templates and library files assets
are infrequent
• No special implementation guidelines; just an installation on
one server
• When upgrading this type of site, make a temporary copy of the
site (both display layer and database) on a separate server to
test the upgrade
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Development and Staging Configurations
Same Server, Different Databases
To set up this configuration, follow these guidelines.
• To maintain file paths between sites, follow these steps.
- Create separate Web Sites in IIS.
- Assign different ports to the production and development/
staging sites. For example, the production site is http://
and the development/staging site is http://
www.example.com:8080.
www.example.com,
- Separate the databases for isolation.
* One database is the master, and the other is a copy
* Only edit content in the site connected to the master
database
* Remove the Ektron CMS400.NET login page from the site
connected to the copy database
• To copy the Ektron CMS400.NET database, your best choice is
Ektron’s eSync feature. This is described in the Ektron
CMS400.NET Administrator manual section “Managing Your
CMS400 System” > “eSync”
If you have not implemented eSync, copy site content using a
replication tool for the database.
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Development and Staging Configurations
- SQL Server 2000 SDK Replication - see http://
msdn.microsoft.com/library/en-us/replsql/
replover_694n.asp
• Library files - Make the Ektron CMS400.NET uploadedimages/ and
uploadedfiles/ folders IIS virtual directories that point to the
same physical directory. This procedure is explained in the
Ektron CMS400.NET Administrator Manual section “Load
Balancing” > “Configuring Load Balancing without eSync” >
“Set Up Virtual Directories for Two Web Sites.”
• Templates and other file system assets - The best way to move
these is eSync. If that was not implemented and changes to
these items are infrequent, you can manually copy them. For
automated replication, use a product such as Microsoft
Application Center.
• Upgrading Ektron CMS400.NET - To test an upgrade, make a
temporary copy of the site’s display layer on a separate server
connected to the development/staging database. If the
development/staging database is the master, back it up before
upgrading.
Same Server, Same Database
To set up this configuration, follow these guidelines.
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Development and Staging Configurations
• To maintain file paths between sites, follow these steps.
- Create separate Web Sites in IIS.
- Assign different ports to the production and development/
staging sites. For example, the production site is http://
www.example.com, and the development/staging site is http://
www.example.com:8080.
• Both sites must use the same pathing relative to the Web root.
For example, www.example.com\Workarea\applicationAPI.asp and
dev.example.com\Workarea\applicationAPI.asp.
• Because both sites use the same database, editing and
publishing content on one site affects the other site. As a result,
the development/staging server always has the freshest
content.
• Make the Ektron CMS400.NET uploadedimages/ and
uploadedfiles/ folders IIS virtual directories that point to the
same physical directory.
This procedure is explained in the Ektron CMS400.NET
Administrator Manual section “Load Balancing” > “Configuring
Load Balancing without eSync” > “Set Up Virtual Directories for
Two Web Sites.”
• Template changes must be copied between sites. The best
way to copy site templates and other file system assets is
eSync. This is described in the Ektron CMS400.NET
Administrator manual section “Managing Your CMS400
System” > “eSync.”
If that was not implemented and changes to these items are
infrequent, you can manually copy them.
6. To test and QA an upgrade, make a temporary copy of the
site’s display layer on a separate server connected to the
development/staging database.
If the development/staging database is the master, back it up
before upgrading.
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Development and Staging Configurations
Separate Servers, Same Database
To set up this configuration, follow these guidelines.
• Configure Ektron CMS400.NET’s Load Balancing feature to
copy uploaded images and files between the servers.
This procedure is explained in the Ektron CMS400.NET
Administrator Manual section “Load Balancing” > “Configuring
Load Balancing without eSync” > “Set Up Virtual Directories for
Two Web Sites.”
• The best way to move site templates and other file system
assets is eSync. This is described in the Ektron CMS400.NET
Administrator manual section “Managing Your CMS400
System” > “eSync.”
If that was not implemented and changes to these items are
infrequent, you can manually copy them. For automated
replication, use a product like Microsoft Application Center.
• When upgrading Ektron CMS400.NET, follow these steps.
- Back up the file system of the development/staging server
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Development and Staging Configurations
- Make a temporary copy of the production server database
- Switch the development/staging site to use the copy
- Test and QA the upgrade on the development/staging server
Separate Servers, Separate Databases
To set up this configuration, follow these guidelines.
• Both sites must have the same pathing relative to the Web root,
for example, www.example.com\Workarea\applicationAPI.asp and
dev.example.com\Workarea\applicationAPI.asp.
• Separate the databases for isolation.
- One database is the master, and the other is a copy
- Only edit content in the site connected to the master
database
- Remove the Ektron CMS400.NET login page from the site
connected to the copied database
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12
Development and Staging Configurations
• The best way to copy site templates and library files is eSync.
This is described in the Ektron CMS400.NET Administrator
manual section “Managing Your CMS400 System” > “eSync.”
If that was not implemented and changes to these items are
infrequent, you can manually copy them. For automated
replication, use a product like Microsoft Application Center.
• To copy the Ektron CMS400.NET database (containing HTML
and XML content), your best choice is Ektron’s eSync feature.
If you have not implemented eSync, copy site content using a
replication tool for the database.
- SQL Server 2000 SDK Replication - see http://
msdn.microsoft.com/library/en-us/replsql/
replover_694n.asp
• Make the Ektron CMS400.NET uploadedimages/ and
uploadedfiles/ folders IIS virtual directories that point to the
same physical directory.
This procedure is explained in the Ektron CMS400.NET
Administrator Manual section “Load Balancing” > “Configuring
Load Balancing without eSync” > “Set Up Virtual Directories for
Two Web Sites.”
• When upgrading Ektron CMS400.NET, follow these steps.
- Back up the file system of the development/staging server
- Make a temporary copy of the production server database
- Switch the development/staging site to use the copy
- Test and QA the upgrade on the development/staging server
Installing Ektron CMS400.NET on Several Servers
Perform these steps on the development server.
1. Download and run the Ektron CMS400.NET installation file,
CMS400Basev76.exe. (This procedure is fully documented in
”Running the Installation and Setup Program” on page 23.)
2. In Windows Explorer, create a folder to be used for
development (for example, c:/cmsdev).
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Development and Staging Configurations
3. Run the Site Setup utility by clicking Start > Programs >
Ektron > Utilities > CMS400 Site Setup. This installs the site
on the development server. (This procedure is fully
documented in ”Setting up a Site” on page 28.)
- At the Setup Type page, select CMS 400 (Complete).
- On the Site Setup screen, at the Select Site dropdown,
select the site you created in Step 3, dev.example.com. At
Select Host, select the host you entered for
dev.example.com.
- On the Site Path Directory screen, browse to the C:\cmsdev
folder.
- On the Host screen, enter http://dev.example.com or an
IP address.
- The following windows prompt you to define the Asset
Storage Location. Enter C:\assetlibrary\cmsdev and
C:\assetcatalog\cmsdev.
4. The Database Setup utility begins. (This procedure is fully
documented in ”Setting up a Database” on page 34.)
- Enter your database name, cmsdev to continue the
example. (Do not leave it as localhost.)
- Enter your database server information, then the host, user
and password.
- The database is created.
5. The cmsdev folder should now look like this.
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Development and Staging Configurations
The site is ready for use. Open Internet Explorer and go to http://
dev.example.com/login.aspx to test the site. Log in to make sure the
database is working.
6. Using steps 1 through 5 above, install sites to your staging and
production servers.
Copying the Site and Database to Other
Environments
Once your project is ready to be tested in house, move the site to a
staging server. When the project is ready to go live, move the site
to a production (live) server.
You can use the same database for all environments. Back up that
database often to keep it safe. Alternatively, create a separate
database for each server. For more information about how to
configure your Ektron CMS400.NET Web site, see ”Development
and Staging Configurations” on page 5.
Tips on Creating Additional Environments
To create new environments, follow these steps.
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Development and Staging Configurations
1. On the same server or a separate server, create new folders
for Ektron CMS400.NET: C:/cmsstage and/or C:/cmsproduct.
2. In IIS, create a new domain for each server. http://
stage.example.com points to c:/cmsstage and http://
www.example.com points to c:/cmsproduct.
3. If all environments are on the same server, you don't need to
copy other folders. But, if you are using a separate server for
each environment, copy the c:/assetcatalog and c:/assetlibrary
folders to the other servers.
4. For the database, access the SQL manager and make a
backup of the development database. Then, create new
databases for staging and production. Finally, restore the
backup of the development database to the staging and
production databases.
5. In the staging and production environments, open web.config.
Then, update the database connection information so that it
points to the new databases.
6. Test the staging and production environments.
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Installing Ektron CMS400.NET
Installing Ektron CMS400.NET
This section explains how to install Ektron CMS400.NET through the
following topics.
• ”Before You Install” on page 17
• ”Performing the Installation” on page 22
• ”Document Management Client Install for Firefox” on page 48
• ”eWebEditPro+XML Client Install” on page 48
• ”Results of Installation” on page 50
• ”Changes to the CMS400 web.config File” on page 51
• ”After Installation” on page 51
• ”Setting Up an Additional Site” on page 51
• ”Moving a Site to Another Directory or Server” on page 54
Before You Install
Prior to installing Ektron CMS400.NET, complete these tasks.
1. Create a folder for the site. Make sure the drive and folder to
which you install your Ektron CMS400.NET Web site have
sufficient space. Anticipate future needs, since the site is likely
to grow over time.
2. Make sure that Internet Information Server (IIS) is installed in
your server. See ”Appendix A: Creating a Web Site in IIS” on
page 188
3. Make sure your server is using version 2 or higher of the
Microsoft .NET Framework.
NOTE
Note: eSync and eCommerce require .NET 3.5.
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Installing Ektron CMS400.NET
4. To verify, open the C:\WINDOWS\Microsoft.NET\Framework folder and
look at the numbered folders. You must have one that begins
with 2 or 3.5.
If not, go to http://msdn.microsoft.com/en-us/netframework/
aa569263.aspx. Then, download and install the correct version
of the Microsoft .NET Framework.
5. Enable the ASP.NET 2 Web Service Extensions. To do this,
open IIS Manager, and click the Web Service Extensions
folder. Then, click ASP.NET v2.0 and Allow (as shown below).
6. Install and configure your Web Application Server. For more
information, see http://www.asp.net.
7. If you are setting up one Web site that uses multiple CMS
servers and points to a single database server, make sure both
servers connect to the same database. This configuration
ensures that membership user registrations, forum/blog posts,
statistics, etc., are the same on both servers. For more
information, see ”Moving a Site to Another Directory or Server”
on page 54.
8. If the server to which you are installing has IIS7 (that is, it’s
running Windows Vista or Server 2008), enable IIS 6 metabase
compatibility. To do that, follow these steps.
- Open the Control Panel.
- Click Programs and Features.
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Installing Ektron CMS400.NET
- From the left panel, click Turn Windows Features On or
Off.
- Click to open Internet Information Services > Web
Management Tools > IIS 6 Management Compatibility.
- Check IIS Metabase and IIS 6 configuration
compatibility.
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Installing Ektron CMS400.NET
- Press OK.
Installing the Minimum and Starter Sites
The installation scheme has changed for version 7.0.2 or higher.
Previously, when you installed Ektron CMS400.NET, the installation
created a site with sample content. (Sample content provides an
example of how Ektron CMS400.NET’s features can be
implemented.) Beginning with 7.0.2, however, the base installation
file provides no sample content.
To supplement the base installation, Ektron provides several
sample sites. You can install as many as you wish. Many
customers install sample content that resembles their environment.
For example, a legal practice might install the legal starter site.
Sample sites are available from http://www.ektron.com/cms400web-cms.aspx?id=4189.
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Installing Ektron CMS400.NET
NOTE
To get the technical information for developers, which was previously available on
the Developer’s Sample page, install the developer starter site.
Installing a Starter Site
No Current Ektron CMS400.NET Installation
To install one or more sample sites, download them plus the base
install file (CMS400Basev76.exe) from www.ektron.com to the
same folder on your Web server. Then, click a starter site’s .exe
file, such as Legal.exe. When you do, it copies the templates and
database to your machine. Next, the base install runs until it
completes phase 1 of the installation steps listed in ”Performing the
Installation” on page 22.
Once the base installation is complete, the Site Setup portion of
the install is run. Once the setup is complete, you can install any
number of additional sample sites by downloading and clicking
them.
If you want to re-install a Starter Site, click the Site Setup link in
Start > Programs > Ektron > CMS400vXX > Utilities > CMS400
Site Setup.
If you are familiar with Ektron CMS400.NET, you do not need to
install a starter site. Simply use the base installation and proceed
with site development.
Upgrading an Existing Installation
If you have an earlier version of Ektron CMS400.NET, first upgrade
to Release 7.6. Then, select one or more starter sites and install
them.
Starter Applications
Ektron has also developed several starter applications that you can
install to better learn Ektron CMS400.NET’s capabilities. Starter
applications are built on the Ektron CMS400.NET engine and
leverage Ektron CMS400.NET's flexible API made available via its
SDK. Starter applications are tailored to address the needs and
requirements for specific business processes for organizations of
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Installing Ektron CMS400.NET
any size, but are flexible enough to meet your custom
requirements.
Starter applications are shipped open source and are free of
charge. They work out of the box and, if needed, can easily be
extended. Starter applications are a perfect starting point for
building your own web application. The only requirement is that a
Ektron CMS400.NET base install exist on your server.
If you install the legal starter site, the Case Management Starter
App is automatically installed. If you install any other starter site,
the Project Management Starter App is automatically installed.
Starter Applications are available from http://www.ektron.com/
products.aspx?id=5948.
Performing the Installation
NOTE
The installation program checks for an installation of MSSQL on your server. If it is
not installed, it will attempt to install SQL Express.
Installing Ektron CMS400.NET involves these actions. The
installation program guides you through them.
Phase
Action
What it does
For details, see
1
Copy installation files
to C:\Program Files
•
•
ensures system requirements
”A screen displays Ektron’s
License Agreement. Please
read the agreement.” on
page 24
•
moves files based on selected
Web folder
•
creates IIS application directories
•
•
sets upload folder permissions
2
Set up a site - (can be
started any time after
Phase 1)
installs non-working copy of
files needed to set up site
”Setting up a Site” on page 28
updates web.config (path, version, and build number)
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Installing Ektron CMS400.NET
Phase
Action
What it does
For details, see
3
Set up a database
•
”Setting up a Database” on
page 34
references database folder for
scripts needed to create a
database
•
creates new tables and populates them
•
adds and sets user permissions
•
•
updates the web.config file
”Set Up a User for the CMS400
Database” on page 41
tests database connection
Running the Installation and Setup Program
Step
Setup Screen
1.
Go to the Ektron Web site (http://www.ektron.com/download.cfm?product_id=342&purchase=0) and
download Version 7.6 of E k t r o n C M S 4 0 0 . N E T .
2.
Double click the downloaded CMS400Basev76.exe file.
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Installing Ektron CMS400.NET
Step
3.
A screen displays
Ektron’s License
Agreement.
Please read the
agreement.
•
Click I Accept... to
accept the agreement.
•
Click I do not
accept. If you do
not accept the
agreement, this
action ends the
setup.
Setup Screen
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Installing Ektron CMS400.NET
Step
4.
Setup Screen
Select Complete
to install all
components.
Or, select Custom
to choose which
components to
install. You can
also choose
where the
components are
installed.
Note: Once you click next, the install checks to see if you have SQL or SQL 2005
Express installed on the server. If you do not, a dialog appears asking if you would like
to install SQL 2005 Express.
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Installing Ektron CMS400.NET
Step
5.
The Ready to
Install the
Program screen
appears. Click
Install.
6.
The installation
program copies
the necessary files
to the C:\Program
Files folder.
Setup Screen
Important! - After
completing the
installation, you should
further configure your
permissions based on
your network security
model before using
Ektron CMS400.NET.
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Installing Ektron CMS400.NET
Step
7.
Click Yes to check
for updates. This
verifies that you
have the latest
version of
C MS 4 00 .NE T .
8.
You might be
prompted to
restart your
server. If so,
Ektron
recommends
doing a restart
now.
Setup Screen
Once you restart, the site setup procedure begins upon completing the restart.
If the site setup does not start once the restart is complete, you can launch the site setup from Start >
Programs > Ektron > CMS400 > Utilities > CMS400 Site Setup.
Important: If the above dialog appears, do not run the site setup until the system has
been rebooted.
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Installing Ektron CMS400.NET
Step
Setup Screen
Setting up a Site
This section allows you to setup a C M S 4 0 0 . N E T site. The installation copies the following folders from
C:\Program Files\Ektron\CMS400v7x to the Web root folder you specify:
•
•
•
•
•
•
BIN
workarea
documentation
uploaded files and uploaded images
a login page
the VS 2005 solution file
The site setup can be run manually by clicking the cms400sitesetup.exe file located in C:\Program
Files\Ektron\CMS400v76\Utilities\SiteSetup or by clicking Start > Programs > Ektron > CMS400vXX
Utilities > CMS400 Site Setup.
9.
This is the Site
Setup Welcome
screen. It lets you
set up a Web site.
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Installing Ektron CMS400.NET
Step
Setup Screen
10. The Setup Type
screen appears.
Choose an option
and click Next.
•
CMS400 Full
Installation - For
setting up a new
site installation.
•
CMS400 Upgrade
- For upgrading
existing site.
Upgrades the
database and site
files as necessary.
•
CMS400 Database Setup - For
setting up a new
site database. Site
files, such as
.aspx pages are
not included in this
setup.
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Installing Ektron CMS400.NET
Step
Setup Screen
11. In the License
Key field, enter
your primary
license key for
Ek tr on
C MS 4 00 .NE T .
License keys are
typically emailed
to your
organization when
you request a
copy of the
application.
When cutting and
pasting a license
key, keep the full
license key intact
without adding or
deleting
characters.
If you do not have
license keys now,
you can insert
them later. See
“Configuring
Ek tr on
C MS 4 00 .NE T ” in
the Administrator
manual for details.
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Installing Ektron CMS400.NET
Step
Setup Screen
12. This dialog box
allows you select
which site you
want to install.
This screen does
not appear the
first time you run
the site setup for a
starter site. If you
run it again and
have multiple
sites, this dialog
box will appear.
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Installing Ektron CMS400.NET
Step
Setup Screen
13. If your server
operating system
accommodates
multiple Web sites
(for example,
Windows Server
2003), select the
site to which you
want to install
Ek tr on
C MS 4 00 .NE T
from the
dropdown list.
Otherwise, accept
the default.
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Installing Ektron CMS400.NET
Step
Setup Screen
14. Enter the
destination folder
for the site.
If your Web site
resides in a folder
other than the
default, click
Browse and
navigate to the
correct folder. The
default reflects
your selection in
the previous
dialog.
Important! Do not
install under another
application’s folder
within the Web root.
15. Enter the path of
the Secure Asset
Location.
Note: Be sure the drive
to which you install the
asset library has
sufficient storage
space plus room for
growth.
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Installing Ektron CMS400.NET
Step
Setup Screen
16. Next, the Moving Files dialog appears and the following things happen.
•
•
files are copied to the site
•
•
•
•
•
ASPNET or IIS_WPG and IUSE are given permissions to the directories.
permissions are set for the site’s directories
the indexing catalogs are setup
the site is set up to use .NET 2.0 or 3.5
web.config settings are configured
IIS is configured
Setting up a Database
Your database contains information such as users and content blocks. See Also: ”Database” on page 2
The database setup program:
•
checks for SQL or SQL Express server. If SQL is installed on your server, a SQL database is set up. If
SQL Express is installed, an SQL Express database is set up.
•
•
loads database tables
updates the web.config file with information about your database connection, based on your responses
17. You are asked if
you want to set up
a database.
Click Yes.
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Installing Ektron CMS400.NET
Step
Setup Screen
If you are using a separate database server, you need the following information
•
•
database server host name or IP address
•
if the database server is on a separate domain from the application server, it must support SQL authentication
•
you must have database administrator or database creator privileges
if the database server is on the same domain as the application server, it must support NT or SQL
authentication
18. Enter the name of
the database you
are creating.
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Installing Ektron CMS400.NET
Step
Setup Screen
IMPORTANT! Ektron strongly urges you to change the user name and password for the builtin user.
19. Change the builtin user’s name and password. For instructions on editing the builtin account in the
Workarea, see ”Editing Builtin” on page iv
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Installing Ektron CMS400.NET
Step
Setup Screen
20. This screen
prompts for
database
connection
information.
Server - List the
database server
on this system. To
setup the
database on this
server, accept the
default.
Otherwise, enter a
SQL or SQL
Express server
that already
exists. For SQL,
this would typically
be (local) if it’s
installed on the
local server.
Otherwise, enter
the Server’s
name. For SQL
Express enter
(local)\SQLEXPR
ESS.
Username - Enter the username you will use to access the database.
Password - Enter the password you will use to access the database.
Note: If you want to use NT authentication, leave the username and password blank. This will set up a
trusted connection.
After you complete the screen, the setup tests the database connection to verify the information is valid. If the
database name already exists, you are asked to assign a different name. Once a connection is made and the
name is available, the installation program creates a database using the provided information.
21. If your server has
Visual Studio.NET
installed, the
following prompt
appears.
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Installing Ektron CMS400.NET
Step
Setup Screen
22. If you want to install Ektron CMS400.NET’s Software Developer’s Kit (SDK), click Yes. Otherwise,
click No.
If you click No, skip to ”The site and database setup portion of the install is complete.” on page 40.
To learn about the SDK, see the C MS 4 00 .NE T Developer Manual section “Ektron’s Developer SDK.”
23. Choose the type
of Setup for the
CMS400.NET
SDK.
Click Next.
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Installing Ektron CMS400.NET
Step
Setup Screen
24. Click Install to
begin the
installation.
25. The Setup Status
screen appears.
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Installing Ektron CMS400.NET
Step
Setup Screen
26. When the SDK
install is finished,
the following
screen appears.
Click Finish.
The site and
database setup
portion of the
install is complete.
27. If your license key
supports
eCommerce, this
screen appears.
To learn more
about PCI
Compliance, see
the following KB
article: http://
dev.ektron.com/
kb_article.aspx?id
=26304
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Installing Ektron CMS400.NET
Step
Setup Screen
28. If your license key
is Enterprise-level
or Professional
with an eSync
modifier, this
screen appears.
For details on how
to complete it, see
the C M S 4 0 0 . N E T
Administrator
Manual section
“Managing Ektron
CMS400.NET >
eSync >
Managing eSync
Security
Certificates”
Set Up a User for the CMS400 Database
The installation automatically sets up user permissions based on
data collected during setup. However, if there is a problem setting
permissions for the user, this section describes how to set the
permissions manually.
NOTE
If you are using SQL Authentication, you only need to set up the SQL user. If you
are using Windows Authentication, you need to set up IUSR and an ASPNET or
IIS_WPG user. The IIS_WPG user is used instead of the ASPNET user in
Microsoft Windows 2003 server and Microsoft Windows Vista.
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Installing Ektron CMS400.NET
Step
1.
Setup Screen
In the SQL Enterprise manager,
select Security >
Logins.
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Installing Ektron CMS400.NET
Step
2.
Right click the
mouse and select
New Login.
3.
On the Login
Properties dialog,
click the button to
the right of the
Name field.
4.
Select your server.
5.
From the user list
select the
ASPNET user or
IIS_WPG and
IUSR user.
6.
Click Add then
OK.
Setup Screen
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Installing Ektron CMS400.NET
Step
7.
Setup Screen
On the Database
Access tab,
select your
C MS 4 00 .NE T
database. Then,
assign permission
to read and write
to that database
(as illustrated).
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Installing Ektron CMS400.NET
Step
8.
Setup Screen
Run the grant permission script.
Note: Before doing this, review your users and their permissions. Adjust as necessary for your configuration.
Also, if you use Windows Authentication and all users are domain users (and the database administrator
wants it this way), you may not have to perform this step.
Follow these steps to do that.
•
Open the SQL Query Analyzer.
•
From the dropdown list, select the CM S40 0.NET database.
•
•
Click File > Open.
Open C:\Program
Files\Ektron\CMS400vnn\Utilities\SiteSetup\Database\cms400_permissions.sql. (nn repre-
sents the release number)
•
Within that file, replace [MACHINENAME or DOMAINNAME\USERNAME] with your domain name, backslash
(\), and ASPNET (the ASP.NET machine account). For example, [ws10080\ASPNET]. Note: If you are
using Microsoft Windows 2003 Server or Microsoft Widows Vista, the user is IIS_WPG. For example,
[ws10080\IIS_WPG].
•
Click the Execute Query button (
•
Replace the text between square brackets with your domain name, backslash (\), and the IIS Internet
Guest Account. For example, [ws10080\IUSR_ws10080]. Click the Execute Query button.
•
If using SQL server authentication, replace the text between square brackets with the SQL server authentication name only. Do not include the domain name. Click the Execute Query button.
).
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Installing Ektron CMS400.NET
Possible Error Messages During Installation
Error
Possible Causes and Solutions
Possible cause
Suggested solution
User does not have permission
to create objects
Grant user permission to create objects. For information
on how to, read IIS Security help topic “Setting NTFS
Permissions for a Directory or File.”
http://localhost/iishelp/iis/htm/core/iidfpsc.htm
IIS is not installed
Make sure IIS is installed on the server.
Host is not localhost
Install E kt r o n C M S 4 0 0. N E T on localhost machine only.
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Installing Ektron CMS400.NET
Error
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Installing Ektron CMS400.NET
Cause and Solution
Cause
Solution
You installed E ktron CM S40 0. NET for .NET 2.0
but have the 1.1 .NET framework.
Install the .NET 2.0 framework.
Or, install the version of E k t r o n C M S 4 0 0 . N E T for the
1.1 .NET framework.
Document Management Client Install for Firefox
See the Ektron CMS400.NET User Manual section “Using the
Document Management System” > “Software Requirements” >
“Installing FireFox Plug In.”
eWebEditPro+XML Client Install
NOTE
If you are using eWebEdit400 as the default editor, you do not need to deploy
anything. See the Ektron CMS400.NET User Manual section “Introduction to
eWebEdit400.”
There are two options for deploying Ektron CMS400.NET’s editor,
eWebEditPro+XML, to client machines.
• Silently deploy the ewebeditproclient.msi file, which is installed
to C:\Program
Files\Ektron\CMS400v7x\workarea\ewebeditpro\clientinstall. To do
this, use this command-line:
msiexec /i "c:\Program
Files\Ektron\CMS400v7x\workarea\ewebeditpro\clientinstall\ewebeditproclient.msi" /qn
The command line parameters are explained on this Web page:
http://helpnet.installshield.com/robo/projects/HelpLibDevStudio9/
IHelpCmdLineMSI.htm.
• Each time a user connects to Ektron CMS400.NET, his PC is
checked for eWebEditPro+XML. If an older version or no
version exists, the user is prompted to download
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Installing Ektron CMS400.NET
ewebeditproclient.exe from the server’s C:\Program
Files\Ektron\CMS400v7x\workarea\ewebeditpro\clientinstall
folder.
The user clicks Install Now to install eWebEditPro+XML.
To use this procedure, the user must be authorized to install
programs on his computer.
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Installing Ektron CMS400.NET
Results of Installation
File Locations
By default, the installation inserts files into two locations on the
server:
NOTE
•
C:\Program Files\Ektron\CMS400vXX: sample and minimal
databases, documentation, utilities, site setup files (for creating
additional sites)
•
C:\Inetpub\wwwroot\cms400Min:
bin folder, Web Services, scripts,
supporting files, uploaded files and images, graphics used in
the application, CustomAPI (used to customize Ektron
CMS400.NET), etc.
The bin folder stores Ektron CMS400.NET’s binary executable files. The .NET
environment automatically searches this folder when looking for dll files.
File Permissions
During installation, the ASPNET or IIS_WPG and IUSR users are
given permission to create folders in the following directories:
•
•
C:\Inetpub\wwwroot\[Your Site]\uploadedfiles
C:\Inetpub\wwwroot\[Your Site]\uploadedimages
Indexing Service
The installation automatically starts the Indexing service. Ektron
CMS400.NET’s search uses this service.
If you want the Indexing service to work manually, you need to
change the settings. These steps explain how to disable Indexing
of the site.
1. Navigate to Administrator Tools > Internet Information
Services.
2. In the IIS window, find the Web site.
3. Right click the site and choose properties.
4. On the Directories tab, uncheck the Index this resource box.
5. Click OK.
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Installing Ektron CMS400.NET
Changes to the CMS400 web.config File
See Also: ”Managing the web.config File” on page 95
After you install Ektron CMS400.NET, the web.config file is updated
as follows.
web.config setting
Assigned this value by installation
ek_sitePath
webroot/siteroot
ek_buildNumber
current build number of E k t r o n
CMS400.NET
ek_version
current version of Ek tr on CMS 40 0.NET
Connection String
Information about the how the database
is connected to E kt r o n C M S 4 0 0. NE T .
After Installation
Ektron strongly recommends configuring a secure socket layer
(SSL), especially if you are using Active Directory Integration. SSL
encrypts passwords that are otherwise sent as clear text to the
Ektron CMS400.NET server. See ”Configuring SSL” on page 133
for more information.
Setting Up an Additional Site
After installing Ektron CMS400.NET, it is easy to create another site.
While creating the new site, you can create a sample or minimal
site and database. To create a site for your content, you would
typically install a minimal site and database, then create your Web
page templates. Later, you can add users and content.
NOTE
Because of Windows Indexing Service limitation, your server can support eight
Ektron CMS400.NET Web sites. If you want to install more than 8, you must
merge the Indexing Service catalogs. This is documented in the Ektron
CMS400.NET Administrator Manual section “Managing Assets” > “Merging
Indexing Service Catalogs.”
To set up an additional site, follow these steps.
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Installing Ektron CMS400.NET
• ”Step 1: Set up New Site” on page 52
• ”Step 2: Set up New Database” on page 52
• ”Step 3: Create Project in Visual Studio.NET” on page 53
Step 1: Set up New Site
1. Create a new folder in the Web root folder to contain the site
files.
2. From the Windows Start menu, follow this path:
Start > Programs > Ektron > CMS400 > Utilities > SiteSetup
3. Follow the steps for creating a new site, as described in
”Setting up a Site” on page 28. When prompted to select a
folder to which you want to install the files, choose the folder
you created in Step 1.
Step 2: Set up New Database
After installing an Ektron CMS400.NET site, it is easy to create a
new database. You can create either a sample or minimal
database. When creating a database for your content, you typically
install a minimal database.
To set up a database, follow these steps.
1. From the Windows Start menu, follow this path:
Start > Programs > Ektron > CMS400 > Utilities > SiteSetup
2. On the Setup Type screen, choose Database Setup only.
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Installing Ektron CMS400.NET
3. Follow the steps for creating a new database, as described in
”Setting up a Database” on page 34.
Step 3: Create Project in Visual Studio.NET
To work with the new site in Visual Studio.NET, you must create a
new project for it. To do that, follow these steps.
1. Navigate to the folder that contains the new site.
2. Double click Ektron CMS400.NET’s solution file. If you are using
the minimal database, the file is CMS400Min.sln.
At this point, you can build the project and log in. If you cannot log
in because you have not set up the license key, use the builtin
account: by default, the username is builtin and password is builtin.
WARNING!
You should only use the builtin account temporarily. As soon as possible, you
should insert the license key and log in under a user name assigned in Ektron
CMS400.NET.
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Installing Ektron CMS400.NET
To learn about creating templates and using server controls, see
the Ektron CMS400.NET Developer’s Manual section “Ektron
CMS400.NET Server Controls.”
Moving a Site to Another Directory or Server
Use this procedure to move an Ektron CMS400.NET Web site to a
new folder or even a different server. For example, you complete
work on a site that resides on a development server and want to
move it to a production server.
Within this documentation, the original site’s folder is referred to as
the source directory, and the new site’s folder is called the
destination directory. The directories can reside on the same
server or different ones.
Moving the site consists of the following major steps. Each step is
described below.
• ”Step1: Set up an IIS Site on the Destination Server” on
page 55
• ”Step 2: Copy Files to Destination Directory” on page 56
• ”Step 3: Set Permissions on the New CMS Web Site” on
page 56
• ”Step 4: Make the New Directory an IIS Application” on page 57
• ”Step 5: Back up the Database” on page 57
• ”Step 6: Create a New Database” on page 58
• ”Step 7: Restore the Database” on page 59
• ”Step 8: Set Security on the Copied Database” on page 61
• ”Step 9: Update web.config on the Destination Site” on page 61
Moving a Site vs. Using the eSync Feature
In addition to the Site Move procedure described below, Ektron
CMS400.NET offers an eSync feature. That feature automatically
pushes new and updated site files to a production server. eSync is
especially useful when your site contains sensitive information (for
example, pricing) that needs to be carefully reviewed for quality
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Installing Ektron CMS400.NET
assurance before it goes live. For more information, see the Ektron
CMS400.NET Administrator manual section “eSync.”
When You Would Use the eSync feature
You'd use the eSync feature in these cases.
• Moving a site from staging to production
• Distributing a site among load-balanced servers
When You Would Use the Move Site Procedure
You'd use the Move Site procedure in cases listed below.
Additional information that may help you move your site manually
can be found at http://dev.ektron.com/kb_article.aspx?id=16408
• You do not have the eSync feature.
• The initial move of a site up to a shared server (or any other
server on which you cannot run the .exe installer).
Subsequently, you could use eSync if you have it.
• Moving a site to a new server. For example, you purchase a
new server to replace your existing one.
• Moving a site between two servers that are not connected by a
network.
Step1: Set up an IIS Site on the Destination Server
NOTE
This procedure assumes your Web server runs Windows 2003 server.
1. On the destination server, go to Start > Control Panel >
Administrative Tools > Internet Information Services.
2. Click the plus sign (+) next to the computer’s name so that you
can see the Web Sites folder.
3. Right click the Web Sites folder and select New Web Site.
4. The Web Site Creation wizard walks you through the steps of
creating a new Web site.
5. At the TCP Port field, make sure the IP address/host header/
port combination does not conflict with an existing Web site.
For example, if the destination server already publishes a Web
site on IP address 172.23.23.231 with host header
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Installing Ektron CMS400.NET
dev.example.com on port 80, your new site could use the same
settings on port 81. The new site is accessible through http://
dev.example.com:81/.
6. When prompted for the path to the new site, create a new
folder for the site in the destination server's file system.
7. When prompted to assign permissions to the new folder,
assign read and run scripts permissions.
Step 2: Copy Files to Destination Directory
1. In the Web root of the destination directory, create a folder with
the same name as the folder in the source directory.
NOTE
You do this in order to set the destination site on the same URL path as the
source site on the source server. For example, if you the source site’s login page
is http://localhost/MySite/login.aspx and you're moving it to
dev.example.com port 81, place the destination site at http://
dev.example.com:81/MySite/login.aspx.
It is important for both sites to use the same URL path because Ektron
CMS400.NET uses root relative pathing in links to pages and images. This
means that any managed content item can be displayed on any page in the Web
site. Since the path may be embedded in hyperlinks and image paths, changing
the URL path on the destination server may cause problems.
2. Copy all files in the source directory to the destination directory.
Step 3: Set Permissions on the New CMS Web Site
1. Open Windows Explorer.
2. Navigate to new Web site’s folder.
3. Right click the uploadedfiles directory, and choose Properties.
4. On the General tab of the properties dialog, ensure the ReadOnly attribute is not checked.
5. On the Security tab of the properties dialog, ensure that the IIS
anonymous user (usually named “IUSR_COMPUTERNAME”)
has Write permission.
6. Right click the uploadedimages directory, and choose Properties.
7. Repeat steps 4 and 5 for the uploadedimages directory.
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Installing Ektron CMS400.NET
Step 4: Make the New Directory an IIS Application
1. Within IIS manager, right mouse click the folder created in
”Step 2: Copy Files to Destination Directory” on page 56.
2. Select Properties.
3. In the Application Settings area, click Create.
4. Click OK.
Step 5: Back up the Database
WARNING!
Do not use SQL Server Data Transformation Services to move the database. This
feature is not compatible with Ektron CMS400.NET.
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Installing Ektron CMS400.NET
Ektron recommends backing up the database in the source folder
then restoring the database backup to the destination folder. This
procedure is described below.
1. In the Ektron CMS400.NET source folder, open the web.config
file and verify the name of the database. The database name
appears after key="ek_dbCatalog" value= .
2. On the source server, open SQL Enterprise Manager and
navigate to the database you identified in Step 1.
3. Right mouse click the database then select All tasks >
Backup database.
4. Select a destination file name by clicking the Add button in the
Destination area of the SQL Server Backup screen.
Step 6: Create a New Database
1. On the Destination server, open SQL Enterprise Manager.
2. Expand the display until you see the Databases folder.
3. Right click the Databases folder.
4. Choose New Database....
5. Assign a name to the database.
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Installing Ektron CMS400.NET
6. The remaining options can remain as defaults, or you can be
edit them as needed.
Step 7: Restore the Database
Restore the database to the new destination folder. To do this,
follow these steps.
1. Right click the database you created in ”Step 6: Create a New
Database” on page 58.
2. Select All Tasks > Restore database.
3. In the Restore as database field, verify that the database you
created in Step 6 appears.
4. In the Restore section, click From device (circled above).
5. Click the Select Devices button (circled above).
6. The Choose Restore Devices screen appears. Click the Add
button (circled below).
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Installing Ektron CMS400.NET
7. On the Choose Restore Destination screen (below), select File
name and navigate to the backup file you copied to the
destination folder.
8. Click OK three times. SQL copies the data to the database you
created in ”Step 6: Create a New Database” on page 58.
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Installing Ektron CMS400.NET
Step 8: Set Security on the Copied Database
1. This procedure is described in ”Set Up a User for the CMS400
Database” on page 41. Do this for the following users.
• IUSER
• ASPNET User
Step 9: Update web.config on the Destination Site
1. Within the destination site folder, open the web.config file.
2. Update your connection string values (see example below).
<connectionStrings>
<add name="Ektron.DbConnection" providerName="System.Data.SqlClient"
connectionString="server=1ER80\SQLExpress;database=CMS400Developer;Integrated
Security=TRUE;user=;pwd=;" />
</connectionStrings>
3. Modify the following values as needed.
Web.config
element
How to modify
ek_sitePath
The path to the new folder, relative to the server’s
webroot folder.
WSPath
The full path to the folder that stores the Web Service
URL for Server Controls at design time.
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Upgrading Ektron CMS400.NET
Upgrading Ektron CMS400.NET
IMPORTANT!
After upgrading to version 7.6, run Ektron’s Big Int Utility on all Web sites you
want to upgrade. If you do not run this utility, your Web site will not compile, and
you receive errors related to the int (VB) or int32 (C#) data type. See ”Using the
Big Int Utility” on page 80
Upgrading From Version 6 or higher to Version 7.X
The upgrade procedure copies Ektron CMS400.NET’s latest
features to your Web server. CM S40 0. NET is installed to its own
folder, CMS400v7x. This means it can coexist on the same machine
with previous versions -- the template directories are independent.
IMPORTANT!
During the upgrade procedure, your Web site’s Bin, Workarea and Documentation
folders are removed. Any customized files in these folders will be lost. So, only
store custom files in these folders when absolutely necessary. Even then, you
should keep a back-up file in another folder.
The Base Folder
The upgrade installs a base folder (C:\\Program
Files\Ektron\CMS400v7x), which provides a template for setting up
Ektron CMS400.NET Web sites. The Site Setup utility uses the files
in the base folder to create and upgrade Ektron CMS400.NET sites.
The base folder contains the following subfolders.
Subfolder
Includes
AssetManagement
Folders and files for the Document Management
Functionality
Bin
Required .NET assemblies for E k t r o n C M S 4 0 0 . N E T
CommonFiles
Location for application Global Resources, Web
References and Starter Application files.
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Upgrading Ektron CMS400.NET
Subfolder
Includes
Documentation
Documentation. The site setup procedure copies this
directory to the workarea directory when setting up a
site.
EktronAsyncProces
sor_Service
Files needed to add Asynchronous Processor for Web
Alerts
StarterSites
Files for any starter sites that have been added.
StudioHelp
Files necessary for adding the API help to Visual Studio
2005
Utilities
Utilities for
•
•
•
•
•
•
Workarea
database upgrade
database application strings update
email encrypt password tool
a setup Sharepoint Portal
Document Management Registration tool
Load Balancing service files
Scripts used for the Workarea
Note: The contents of this folder are later copied to a
Web site folder, typically in the Web server’s web root.
The sample provides a good way to learn how to work
with an Ektron CMS400.NET site. An alternative is the
minimum database. Use this when you understand how
to create a site and do not want to place extra, sample
files on your server.
The Upgrade Procedure
Upgrading involves the following tasks.
1. Install new files to the new directories. See Also: ”Running the
Installation and Setup Program” on page 23
2. Remove the following folders (and their subfolder) from your
site’s directory and copy the new folders to the site directory.
•bin
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Upgrading Ektron CMS400.NET
•workarea
•Documentation
IMPORTANT!
The upgrade procedure removes these folders. Any customized files in these
folders will be lost. So, only store custom files in these folders when absolutely
necessary. Even then, you should keep a back-up file in another folder.
3. Update the web.config file with new settings.
4. Update your databases using the upgrade and language
update utilities. See Also: ”Performing the Upgrade” on
page 64
5. If needed, modify the site to use the server controls. See Also:
Ektron CMS400.NET Developer Manual section “Ektron
CMS400.NET Server Controls” > “Making the Server Controls
Available” > “Updating the Server Controls”
NOTE
After you upgrade Ektron CMS400.NET, you may notice that, for some content
that inherits the following property from their folders, the field is not checked: The
content in this folder is private and can only be viewed by authorized users
and members. To resolve this problem, edit the content’s View Permissions for
Content screen and manually check the box.
Before you can check the checkbox, you must disable inheritance. After checking
the box, enable inheritance.
NOTE
The upgrade automatically starts the IIS and Indexing services.
This chapter walks you through the upgrade process.
Performing the Upgrade
.
1.
Follow the steps of the installation procedure, ”Running the Installation and Setup Program” on page 23.
These steps instruct you to install E kt r o n C M S 4 0 0 . N E T and restart your server. Return to step two when
the Site Setup Selection appears.
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2.
The Setup wizard
appears.
(If this screen does
not appear, launch it
by following this path
from the Windows
Start menu:
Start > Programs >
Ektron > CMS400 >
Utilities > Site
Setup)
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3.
The Setup Type
screen appears.
Choose the
Upgrade radio
button, and click
Next.
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4.
Choose an
application directory.
If you are not sure,
use the default
(C:\\Program
Files\
Ektron\CMS400v7x).
This directory stores
Ek tr on
C MS 4 00 .NE T
components and
utilities.
Important: This dialog
appears only when the
Setup cannot detect
where the site’s
application is directory
located.
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5.
If your server
operating system
accommodates
multiple Web sites,
select the site to
which you want to
install E kt r o n
C MS 4 00 .NE T from
the dropdown list.
Otherwise, accept
the default.
6.
Select the path of
the Web site you are
upgrading.
Note that the
upgrade only
updates the
web.config file,
Ek tr on
C MS 4 00 .NE T
assembly files, and
Web Service
components. It does
not update your
templates nor other
files not mentioned
above.
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7.
Select Yes to backup
your site.
Important: Ektron
strongly recommends
backing up your site
before continuing the
upgrade. If you choose
No and the upgrade fails,
you will not be able to
revert the files back.
8.
If you choose to
backup your site, a
dialog asks where to
store the backup.
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9.
You are asked if you
want to update your
siteroot/widgets
directory.
Click Yes if you want
to install the latest
widgets. However, if
you customized
widgets in that folder
and not renamed
them, the
customized versions
will be overwritten.
To prevent this,
rename any widgets
that you customize.
10. You are notified that files are moving to the starter site directory.
11. The Choose
Destination Location
screen appears.
Enter the path to
your
AssetManagement
Directory.
Important: This dialog
appears only when the
Setup cannot find the
AssetManagement
directory.
12. If you chose to do so, your site is now being backed up. Next, the bin, Workarea and other files are
updated. Any missing permissions or Index catalogs are added.
Important: The previous version’s bin and Workarea folders will be removed from
your Web site. Any customized files within these folders are lost. If possible, do not
store custom files in them unless absolutely necessary. Even then, you
should always keep a separate back-up file in another folder.
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13. Your web.config file is updated with information needed to run E kt r o n C M S 4 0 0. NE T .
If other applications use the web.config file, the upgrade does not affect their sections.
14. A dialog box appears
asking if you want to
upgrade the
database. Select
Yes to upgrade. I
f you select No, the
site will not work
properly until the
database upgrade
has been run. To
upgrade the
database at a later
time, run the Site
Setup and select
Database Upgrade.
The site setup is
located in Start >
Programs > Ektron
> CMS400vXx >
Utilities > CMS400
Site Setup.
15. If you selected yes,
the Database
Upgrade Wizard
starts.
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16. This screen prompts
for database
connection
information.
Server - List the
database server on
this system. To setup
the database on this
server, accept the
default.
Otherwise, enter a
SQL or SQL Express
server that already
exists. For SQL, this
would typically be
(local) if it’s installed
on the local server.
Otherwise, enter the
Server’s name. For
SQL Express enter
(local)\SQLEXPRE
SS.
Note: This dialog
appears if you are using
SQL Authentication. If
you are using Windows
Authentication, skip to
the next step.
17. A dialog box appears
asking you to backup
your database.
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18. If you clicked Yes in
the previous step,
select the location of
your database
backup. If this path
does not exist on
your database
machine, the backup
will fail.
Otherwise, skip to
the next step.
If the backup fails, the
following message
appears.
Important: In this case,
you should manually
back up your database
before clicking OK. See
Also: ”Backing Up
Databases” on page 87
19. Select whether to
generate a summary
for all content blocks.
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20. If it is installed,
select whether to
upgrade you
C MS 4 00 .NE T SDK.
21. Once the SDK is installed, click Finish on the final screens to complete the upgrade.
What Happens Next?
After upgrading your site and rebuilding the solution, you are ready
to use Ektron CMS400.NET.
If you did not run the database upgrade or language update during
the installation, you need to do it manually. The next sections
explain how to do that.
Upgrading Your Database
If the database upgrade was unsuccessful during installation, or
you chose to do it outside of the install, you need to manually
upgrade your database. Use the Database Upgrade within the Site
Setup utility to do so.
Performing the Database Upgrade
WARNING!
Ektron recommends backing up your database before performing an upgrade. For
information on backing up a database, see ”Backing Up Databases” on page 87.
To perform the database upgrade, follow these steps.
1.
Click the Windows Start button then follow this path: Programs > Ektron > CMS400 > Utilities >
CMS400 Site Setup. (If this path does not work, click the cms400sitesetup.exe file, located under the
C:\Program Files\Ektron\CMS400v7x\Utilities\SiteSetup folder.)
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2.
The Welcome
screen appears.
Click Next.
3.
The Setup Type
screen appears.
Select CMS400
Database Setup
and click Next.
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4.
Select CMS400
Database Upgrade
(SQL Only!) from
the Setup Type
screen.
5.
A dialog warns you
to upgrade your site
files before you
perform the
database upgrade.
Click OK.
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6.
If you selected yes to
the database
upgrade, the
Database Upgrade
Wizard starts.
7.
Choose an
application directory.
If you are not sure,
use the default
(C:\\Program
Files\
Ektron\CMS400v7x).
This directory stores
Ek tr on
C MS 4 00 .NE T
components and
utilities.
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8.
Choose the path to
your Web site’s
directory.
9.
The upgrade process checks the connection to your database. If it connects, continue on to the next step.
Otherwise, a connection dialog appears.
10. A dialog box appears
asking if you want to
upgrade your
database.
Important: Ektron
strongly recommends
backing up the CMS
database.
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11. If you choose to
backup your
database, a dialog
appears asking you
where you to store
the backup. If you
chose not to
upgrade, proceed to
the next step.
12. Select whether to
generate a summary
for all content blocks.
13. After the your database is backed up and updated the Database Upgrade Complete screen appears.
Click Finish.
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Using the Big Int Utility
IMPORTANT!
If you are not upgrading a Web site from a previous version to 7.6, you do not
need to use this utility.
The Big Int Utility changes certain references of the Data Type int
(VB) or int32 (C#) to long (VB) or int64 (C#) inside Ektron methods
used in your Web site. See Also: ”Why Ektron Changed the Data
Type” on page 80.
It is important to note that this utility might not catch all instances
that need to be changed. After running the Big Int Utility, you
should precompile your Web site. Next, check for error messages
that state: during the compile process, the system cannot convert
int (VB) or int32 (C#).
If these messages appear, go to the line of code and change the
data type to long (VB) or int64 (C#). For example, The Big Int Utility
will not change the Return Type of a function. For information on
scenarios where the Big Int Utility does not change a data type,
view the following KB article.
http://dev.ektron.com/kb_article.aspx?id=21436
Another way to verify that all the necessary int and int32
references have been changed to long and int64 is to run the Bad
link checker located in Workarea > Smart Desktop > Reports > Bad
Link Report.
Why Ektron Changed the Data Type
In version 7.6 of Ektron CMS400.NET, Ektron changed the Data
Type for its primary IDs from int (VB) or int32 (C#) to long (VB) or
int64 (C#). For example, Ektron now uses the long or int64 data
type for user IDs and content IDs.
This change was implemented to handle the larger IDs needed for
eSync. From the eSync > Unique ID Numbering section in the
Administrator Manual:
“When you create a sync relationship, Ektron CMS400.NET
applies to each server a new ID numbering range to ensure that,
from then on, objects created on either server have a unique ID.
This prevents collisions when synching between servers. For
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example, since membership users created on a production server
have a different ID number range from those created on the
staging server, eSync does not overwrite them.
To view a server's ID number range, open its serverinfo.xml file,
located in the c:\sync\inetpub\wwwroot\siteroot folder, and check
the MaxId value (highlighted in red below).
<SyncServerInfoList>
<SyncServerInfo IsSyncRunning="true" MaxId="1" ServerNumber="1" IsMultisiteStaged="false">
<ServerId>b0cccb5a-1d45-4262-8857-79f1333696dc</ServerId>
<ServerUrl>http://localhost:8732/Ektron.Sync.Communication/
SyncCommunicationScheduleService.svc</ServerUrl>
<ConnectionInfo>server=WS10080\SQLExpress;database=CMS400Developer;Integrated
Security=TRUE;user=;pwd=;</ConnectionInfo>
</SyncServerInfo>
</SyncServerInfoList>
Multiply that number by 1 trillion to get the largest ID number which
that server can assign. So for example, if MaxId = 3, possible ID
numbers range from 2,000,000,000,001 to 3,000,000,000,000.”
For additional information, see the eSync section in the
Administrator Manual.
While Ektron made this change to accommodate the new eSync
feature, the change affects all Ektron CMS400.NET sites being
upgraded to version 7.6.
Running the Big Int Utility
1. Navigate to
C:\Program Files\Ektron\CMS400v76\Utilities\BigIntUtility
2. Double click CtrlH.exe.
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3. The Big Int Utility screen appears.
4. Click the Browse button.
5. Select the site root folder and click OK.
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6. Next, click the other Browse button to select a location to store
the backup.
7. Select the folder where your site will be backed up. If you want
to create a new folder, click Make New Folder.
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8. Click the Convert button.
9. The utility goes through your Web site's files, finds references
to int (VB) or int32 (C#) in your Ektron methods, and changes
them to long (VB) or int64 (C#). An int or int32 is changed only
when used inside an Ektron method.
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IMPORTANT!
NOTE
Whenever a file is changed, a copy of the original is added to the backup
directory.
Depending on the size of your Web site, the conversion might take a while to
complete.
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10. Once the conversion is complete, close the utility by clicking
the red X in the upper right corner. Your site has been updated
to use long (VB) or int64 (C#) instead of int (VB) or int32 (C#) in
Ektron methods.
11. Precompile your Web site.
12. After compiling, check for error messages that state: during the
compile process, the system cannot convert int (VB) or int32
(C#). If these messages appear, go to the line of code and
change the data type to long (VB) or int64 (C#).
Another way to verify that all the necessary int and int32
references have been changed to long and int64, is to run the
Bad link checker located in Workarea > Smart Desktop >
Reports > Bad Link Report.
The Log File
A log file of the changes is located in C:\Program
Files\Ektron\CMS400v76\Utilities\BigIntUtility. The log file's name
is based on the date and a series of numbers.
This log contains a list of files that were processed. If a file was
changed, the log lists the line number and what was changed. For
example:
Line 487 - Changed 'ByVal content_id As Integer' to 'ByVal
content_id As Long'.
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Backing Up Databases
To protect the information in your database, Ektron recommends
backing it up before upgrading. During the upgrade, Ektron
CMS400.NET attempts to create a backup of your database. If that
fails, use the following MSDN links for instructions on backing up
and restoring your database via SQL Server.
To work with this database
version
See this MSDN article
Backup SQL Server 2008
http://msdn.microsoft.com/en-us/library/ms187510.aspx
Note: The bottom of the above page provides links to
options for restoring the backed-up database.
Backup SQL Server 2005
http://msdn.microsoft.com/en-us/library/
ms187510(SQL.90).aspx
Note: The bottom of the above page provides links to
options for restoring the backed-up database.
WARNING!
Before restoring an SQL database, either stop the Ektron Windows service or
force all connections closed. You need to do this because the Ektron Windows
Service accesses the database. To view and update the status of the service, go
to Computer Management > Services and Applications > Services. For more
information, see the Ektron CMS400.NET Administrator Manual section
“Ektron Windows Service.”
Updating Application Messages
WARNING!
If upgrading from version 5.0 or later, this section does not need to be completed.
Ektron CMS400.NET provides language support for French and
German. If you are upgrading from a previous version and are
using your old database, the translated strings are not included.
Because of this, the installation includes a utility that lets you
populate your old database with the translated strings.
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Prerequisites
Before using the language upgrade utility, you must upgrade your
version of Ektron CMS400.NET. For information on this, see
”Performing the Upgrade” on page 64. During the upgrade, if you
opt to keep your previous database, proceed with this section.
Using the Language Update Utility
To use the language update utility, follow these steps.
1.
Go to Start > Programs > Ektron > CMS400 > Utilities > Application Strings Update.
2.
The Language Update Utility opens.
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3.
Select the DSN for the database
from the drop down list.
4.
Enter a username and password with permissions to the DSN if required.
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5.
Select the type of database you are
using. It will be updated with the
language strings.
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6.
Select the action you want to
perform.
•
Repopulate - deletes all strings and
repopulates the database
•
Add New Strings - adds only new
strings in the current release of
Ektron CMS400.NET. (Recommended if you changed existing
strings)
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7.
Select the languages that you would
like to be updated/added to the
database.
8.
Click the Update button.
9.
When the language update is
complete, the following screen
appears.
10. Click OK to close the window.
11. Click Close on the Languages Update Utility window.
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Troubleshooting Upgrade Problems
Problem
Solution
After upgrade, Ektron CMS400.NET does not load
properly. Also, an error icon appears next to your
templates when you open the project in Visual
Studio.NET, as illustrated below.
To verify the problem, open the Ektron
CMS400.NET solution file in Visual Studio.NET
(webroot\siteroot\cms400sitename.sln; for
example, cms400Intranet.sln) and look at the
template files.
The problem is that your .NET references need to
be updated.
When viewing a page containing CMS400.NET
Server controls or API calls, the page returns a
fatal error Compiler failed with Error Code 2000.
If your references are broken (as shown in the
sample screen on the left), delete all Ektron
references. Then, add new references with the
same name from the webroot\siteroot\bin
folder.
See Ektron Knowledge Base article “ERRMSG:
Compiler failed with Error Code 2000”
(http://dev.ektron.com/kb_article.aspx?id=2029)
Detailed compiler output may say Fatal error
BC2000: compiler initialization failed
unexpectedly: The filename, directory name,
or volume label syntax is incorrect.
This error message might appear after an
upgrade.
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Problem
Solution
After upgrading from Ektron CMS400.NET version
4.8 or earlier, Metadata is no longer applied or
required when adding or editing content.
In Ektron CMS400.NET version 4.8 or earlier,
Metadata is applied globally. In later versions,
metadata is applied to each folder individually.
Child folders can inherit the metadata from a
parent folder or they can have their own metadata
settings.
To set the metadata settings back to global, follow
these steps.
1.
In the Workarea, click on the site’s root folder.
2.
Next, click View > Folder Properties.
3.
Click the Edit Properties button (
4.
Click the Metadata tab.
5.
Check the all of the appropriate check boxes
for Assigned and Required Metadata.
6.
Click the Save button (
).
).
If you have not broken inheritance on any of the
folders, your metadata settings are applied
globally.
For additional information on Metadata, see the
Administrator Manual section “Managing Content”
> “Managing HTML Content” > “Metadata” >
“Working with Metadata Definitions” > “Assigning
Metadata to a Folder”
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Managing the web.config File
Managing the web.config File
Ektron CMS400.NET’s web.config file lets you control many key
functions of the content management system. When you install
Ektron CMS400.NET, web.config is placed into webroot/siteroot.
This section explains the settings in the web.config file.
If your server is currently running another .NET application, you
must merge that web.config file with this one. To distinguish Ektron
CMS400.NET’s tags from others, all Ektron CMS400.NET settings
begin with ek_ and reside within the <appSettings> tags of the
web.config file.
Settings in the web.config File
Setting
Description
Analytics
enableAnalytics
Determines whether Ek tr on CMS 40 0.NET tracks content analytics
statistics in the database.
For more information, see the E k t r o n C M S 4 0 0 . N E T Administrator
manual > “Content Analytics Feature” > “Enabling the Content
Analytics Feature.”
Possible values are true and false.
appendToIISLog
Determines whether Ek tr on CMS 40 0.NET tracks content analytics
statistics in the IIS Log.
For more information, see the E k t r o n C M S 4 0 0 . N E T Administrator
manual > “Content Analytics Feature” > “Writing to the IIS Log.”
Possible values are true and false.
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Setting
Description
recordsBeforeWrite
Used to determine the frequency of writing content analytics
statistics to the database (in number of page views).
For more information, see the E k t r o n C M S 4 0 0 . N E T Administrator
manual > “Content Analytics Feature” > “Specifying the Frequency of
Writing to the Database.”
timeBeforeWrite
Used to determine the frequency of writing content analytics
statistics to the database (in seconds).
For more information, see the E k t r o n C M S 4 0 0 . N E T Administrator
manual > “Content Analytics Feature” > “Specifying the Frequency of
Writing to the Database.”
Connections Strings
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Setting
Description
For SQL Server
Use this connection string to define an SQL server.
name=“Ektron.DbConnection”
providerName=“System.Data.SqlClient”
connectionString - this part of the connection string contains the
following element.
•
server - the name of the database server to which Ektron
CMS400.NET is installed. If installed locally, the value is localhost. This value is set during installation, at the Host screen.
•
•
database - use the name of the database.
•
user - If required, specify the username used to connect to the
DSN. This user account must have at least read and write permissions to the database.
Integrated Security - use True or False. True - use integrated
security.
Note: This value can be blank if you are using Windows
authentication.
•
pwd - If required, specify the password for the username given.
It should match your database name.
Note: This value can be blank if you are using Windows
authentication.
Important! - After changing any database settings, you must stop
and restart the Ektron Windows Service. See Also: E k tro n
C M S 4 0 0 . N E T Administrator Manual section “Ektron Windows
Service.”
appSettings
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Setting
Description
ek_RedirectFromLoginKeyName
Provides a mechanism to return from the login page to the previous
page, specify the query string key-name. By default the value is
RedirectUrl.
Currently, the redirect works in two instances.
The first, when a user tries to use a forum but is not logged in, it
sends them to a login page and returns them. The value in this key
used in conjunction with the ek_RedirectToLoginURL key sends the
user from a forum page to a login page and back to the previous
page. For example, a user tries to reply to a forum post, but he is not
logged in. He is sent to the login page and then returned to the
original page.
The second, when a user sends a private message to another user
or group administrator from the SocialBar server control, he is
retuned to the page where he clicked private message once the
message is sent. For example, a user visits a community group’s
page and clicks Private Message Admin. The user is taken to the
private message screen and once he clicks post, he is returned to
the community group’s page. For additional information on sending
Private Messages from the Social Bar, see the Developer Manual
section “SocialBar Server Control”
ek_RedirectToLoginURL
The URL of the login page to automatically redirect to when a site
visitor is not logged in as a user or membership user.
GoogleMap
Enter connection information for using Google Maps with the
Mapping feature in Ektron CMS400.NET.
VirtualEarthMap
Enter connection information for using Virtual Earth maps with the
Mapping feature in Ektron CMS400.NET.
ek_TreeModel
Choose whether or not to use Ajax for the folder tree in the
Workarea.
•
•
0 - use the legacy folder tree in the Workarea.
1 - use Ajax for the folder tree in the Workarea.
Important: This key has been removed from the Web.config file.
However, you can still use this key by adding it between the
<appSettings> tags. For example, <add key=”ek_TreeModel”
value=”0”> changes the folder tree in the Workarea back to legacy.
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Setting
Description
ek_workareaDateFormat
Choose how you want to display dates in some areas of the
Workarea.
•
•
ek_sitePath
long - for example, Saturday May 21, 2005
short - for example, 5/21/2005
The location of Ektron CMS400.NET relative to the Web root.
This value is set during installation at the Site Path Directory screen.
If you move Ektron CMS400.NET to another folder, you must
update this value.
ek_buildNumber
This value is set by the installation program. You typically would not
change it.
ek_version
This value is set by the installation program. You typically would not
change it.
ek_appPath
This element is prefixed by the ek_sitePath value and describes the
location of the workarea folder. This file stores external applications
(such as eWebEditPro and eWebDiff), templates, and the images
folder.
ek_xmlPath
The location of the xmlfiles directory. The ek_sitePath path is
prefixed to this location.
You would only change this value if you want to move the location of
the xml files relative to the Web root.
ek_pluginDir
not used currently -- for future use
ek_appName
The name of the application, CMS400. You typically would not
change this value.
ek_RedirectorInstalled
Sets whether the redirector is turned on or off in the E kt r o n
C M S 4 0 0 . N E T Workarea. Turning the redirector on enables the
option of aliasing the URL of your Web site. The default is false.
•
•
True = Aliasing turned on
False = Aliasing turned off
See Also: The Administrator’s Manual section “URL Aliasing”.
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Managing the web.config File
Setting
Description
ek_RedirectorManualExt
Set a comma-delimited list of Web page extensions for which you will
want to create aliased pages. For example, “.aspx,.htm,.html,”. By
default the list contains .aspx.
NOTE You can enter one or more extensions. Each extension must
begin with a period, and the last extension must be followed by a
comma (,).
See Also: The Administrator’s Manual section “URL Aliasing”.
ek_LDAPMembershipUser
Integrate membership users with LDAP or Active Directory. Set the
value to True for Membership Users to be authenticated using
LDAP/AD.
ek_appImagePath
The folder that stores the images within Ek tron CMS4 00 .NE T , such
as toolbar icons. You would only change this value if you need to
move the images folder to another location.
Note that this value is prefixed by the value set in the ek_appPath
variable. By default, ek_appPath is set to webroot/cms400Min/
workarea/. So, by default, this folder is set to webroot/cms400Min/
workarea/images/application/.
ek_appeWebPath
The folder that stores eWebEditPro, E ktron CM S40 0. NET ’s editor.
You would only change this value if you need to move the editor to
another location.
Note that this value is prefixed by the value set in the
ek_appeWebPath variable. By default, ek_appeWebPath is set to
webroot/CMS400Min/workarea/. So, by default, this folder is set to
webroot/CMS400Min/workarea/ewebeditpro.
ek_appeXSLTPath
The folder that stores XSLTs. You would only change this value if you
need to move the XSLT folder to another location.
Note that this value is prefixed by the value set in the ek_appPath
variable. By default, ek_appPath is set to webroot/CMS400Min/
workarea/. So, by default, this folder is set to webroot/CMS400Min/
workarea/Xslt.
Images - These images appear before the user signs in, so cannot be stored in the database. Update as
needed.
Their location is set in the ek_appImagePath variable. See Also: ”ek_appImagePath” on page 100
ek_Image_1
close button
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Managing the web.config File
Setting
Description
ek_Image_2
small login button
ek_Image_3
big login button
SMTP server configuration - See ”Configuring SMTP Settings” on page 115
ek_SMTPServer
The server that processes email
ek_SMTPPort
The port your system uses to retrieve email
ek_SMTPUser
The username set up to send and receive email
ek_SMTPPass
The password set up to send and receive email
Mail Format
ek_MailFormat
The format of the email created in E k t r o n C M S 4 0 0. N E T . A value of
HTML generates email in HTML format, while a value of Text
generates plain text email.
SSL Support - See ”Updating the web.config File” on page 136
ek_UseSSL
Determines if server will use SSL for security
ek_SSL_Port
SSL port used by Web server.
Active Directory Server Configuration
ek_ADEnabled
Whether your E k t r o n C M S 4 0 0 . N E T uses Active Directory support.
ek_ADAdvancedConfig
Enable Active Directory advanced configuration.
ek_ADUsername
User name for the Active Directory server.
ek_ADPassword
Password for the Active Directory server.
ek_AUTH_Protocol
The directory access protocol used with the Active Directory feature.
The default value is LDAP. Other protocols are GC (global catalog)
and WINNT.
Menu Settings
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Managing the web.config File
Setting
Description
ek_UserMenuType
Determines the appearance of the menu that appears within every
content block after the user signs in.
•
0 - New dynamic menu - menu only appears when user moves
cursor over content block
•
•
1 - Old classic menu - menu always appears
2 - Menu without borders - a silver pin head appears above content that has a menu available. Hovering over this pin produces
a menu.
See Also: Ek tr on CMS 400 .NET Administrator Manual section
“Introduction to Ektron CMS400” > “Getting Started” > “Recognizing
Content Blocks” > “The Floating Toolbar”
ek_MenuDisplayType
This setting only works if ek_UserMenuType is set to zero (0).
Determines the appearance of the menu that appears within every
content block after the user signs in.
•
•
0 - Horizontal - menu icons are arranged horizontally
1 - Vertical - menu icons are arranged vertically and include the
tooltip text
See Also: Ek tr on CMS 400 .NET Administrator Manual section
“Introduction to Ektron CMS400” > “Getting Started” > “Recognizing
Content Blocks” > “The Floating Toolbar”
Multilingual Settings
ek_EnableMultilingual
Enable or disable support for multilingual content
•
•
1 - enable
0 - disable
See Also: Ek tr on CMS 400 .NET Administrator Manual section
“Multi-Language Support” > “Working with Multi-Language Content”
> “Enabling/Disabling Support for Multiple Language Content”
ek_DefaultContentLanguage
Sets the four-digit, decimal representation of the default content
language. For example, American English is 1033.
If you have another version of an Ektron CMS (e.g., CMS200) or an
earlier than 4.7 version of CMS400, all content blocks are set to this
value during the upgrade.
See Also: Ek tr on CMS 400 .NET Administrator Manual section
“Multi-Language Support” > “Working with Multi-Language Content”
> “The Default Language”
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Managing the web.config File
Setting
Description
ek_ServerURL
Mainly used in Web services to determine the location of a remote
server.
For example, in a Web farm environment, the content server can
reside in a remote location. In this case, the developer’s content is
replaced with this value, so all <img src=””…/> and <href….
references point to server named here instead of the local one.
Miscellaneous Settings
WSPath
Determines the location of the Web services page used by the server
controls at design time.
ek_BatchSize
The amount of files that can be uploaded at the same time. The
default is 4, but it can be any non negative number.
Note: Users can upload any amount of files. The system handles
them four at a time.
ek_CacheControls
Choose whether to enable caching for Ektron CMS400.NET server
controls or not. For information on Caching with Ektron
CMS400.NET server controls, see the Developer Manual section >
“Introduction to Ektron CMS400.NET Server Controls” > “Caching
with Server Controls”.
•
•
ek_WorkareaSearchResultMode
1 - Enable
Sets the Workarea search-results mode.
•
•
•
ek_WorkareaLibSearchResultMode
0 - Disable
text - returns a text only version of the search results.
mixed - returns text and images associated with search results.
graphical - returns a images associated with search results.
Sets the Workarea Library search-results mode.
•
•
text - returns a text only version of the library search results.
•
graphical - returns a images associated with library search
results.
mixed - returns text and images associated with library search
results.
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Managing the web.config File
Setting
Description
ek_ShowWorkareaRetErrorReferrer
Choose whether to enable referrer debug information on the
RetError.aspx page.
•
•
True - enable
False - disable
ek_QueueName
Path to the message queue.
ek_LogFileName
Path to the log file name for the message queue
ek_loginAttempts
Ektron CMS400.NET has a login security feature that, by default,
locks out a user after five unsuccessful attempts to log in. That
feature is controlled by this element.
For details, see the E k t r o n C M S 4 0 0 . N E T Administrator Manual
section “Getting Started” > “Logging Into an Ektron CMS400.NET
Web Site” > “Restricting Login Attempts.”
ek_passwordCaseSensitive
By default, passwords are case insensitive. So for example, if the
password is TOKEN and the user enters token, the sign-on is
successful.
If you want to make passwords case sensitive, change the value of
this element from false to true.
If you do, and the password is TOKEN and the user enters token, the
sign-on is unsuccessful. The user would have to enter TOKEN to
sign on.
ek_LinkManagement
This setting determines if E k t r o n C M S 4 0 0 . N E T uses linkit.aspx
when inserting a quicklink. By default, it is set to true.
If set to true, when a user inserts a quicklink, E k t r o n C M S 4 0 0. NE T
inserts a special link instead of a quicklink. A special link determines
the correct quicklink to use when a site visitor clicks it.
For example, a user adds a content block to folder A. A quicklink to
that content is a.aspx?id=10. Later, if an administrator changes the
folder’s template but doesn’t update the quicklink within the content
block, the quicklink is broken.
To avoid this problem, enable link management.
ek_LoginScreenWidth
The width of the login screen in pixels. You may need to widen the
screen if you are using Active Directory and the database names are
long.
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Managing the web.config File
Setting
Description
ek_ToolBarFormatTag
Note: This setting only applies after a user signs in to your site.
Change this setting if the colored border that surrounds content
looks wrong. (The border color indicates the content’s status.)
By default, <table> tags create the border. If the border looks wrong
or inappropriate, change setting to div. If you do, <div> tags are
used to draw the border instead of <table> tags.
This change typically solves the problem.
ek_PageSize
This setting determines the maximum number of items that can
appear on a page before it “breaks.” When a page breaks, additional
entries appear on another screen, and the following text appears
near the bottom of the items list:
Page 1 of 2
[First Page] [Previous Page] [Next Page] [Last Page]
Note: The above text changes depending on the page you are
viewing.
You must click an option to see and update the remaining items.
This setting affects pages that let you edit the following items:
•
•
•
•
•
•
•
content
library items
menu items
collection items
membership users
membership users not verified
forums
ek_XliffVersion
Define the XLIFF version to use when exporting files. See Also: the
Administrator Manual section “Multi-Language Support” > “Using the
Language Export Feature” > “What is XLIFF?”
ek_extensionServiceEnabled
Enable Extensibility Plug-in service. For more information on Plugins, See Also: The Developer Manual section “Plug-in Extension”
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Managing the web.config File
Setting
Description
ek_EnableDeveloperSamples
Enable the API developer samples on the Developer demo site
shipped with CMS400.NET.
•
•
ek_assetPath
True - enable developer samples
False - disable developer samples
The folder that stores Assets. You would only change this value if
you need to move the Assets folder to another location.
Note that this value is prefixed by the value set in the ek_appPath
variable. By default, ek_appPath is set to webroot/CMS400Min. So,
by default, this folder is set to webroot/CMS400Min/assets.
ek_InvitationFromEmail
The “From” email address the system uses when a user sends an
Invitation. Invitations are emails that are sent to non-system users
asking them to join your site. See Also:
•
User Manual section “Colleagues” > “Managing Existing Colleagues” > “Inviting Non-Site Users to Become Colleagues and
Join the Site”
•
Developer Manual section “Community Platform Server Controls” > “Invite Server Control”
ek_EnableMessageBoardEmail
Setting this key to True enables the system to send e-mail
notifications when a user posts a message to a user or community
group’s message board. When a user posts a message to another
user’s message board, the user who owns the board receives a
notification stating a message has been posted. When a user posts a
message to a community group’s message board, all members of
the group receive e-mail notifications. It is important to note that
when this key is set to True, it activates e-mail notifications for all
user and community message boards. However, content message
boards are not affected. See Also: The Developer Manual section
“Community Platform Server Controls” > “MessageBoard Server
Control” > “Message Board Notifications.”
ek_EditControlWin
Select which editor will be used by Microsoft Windows operating
system users. Choice are:
ContentDesigner - Use the eWebEdit400 editor. This editor does
not require an ActiveX installation on the user’s computer.
eWebEditPro - Use the eWebEditPro editor. This editor requires an
ActiveX install on the user’s computer.
ek_EditControlMac
Defines the editor that is used Macintosh operating system user.
This must be ContentDesigner.
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Managing the web.config File
Setting
Description
system.diagnostics
LogLevel
Enter a numeric value that determines the level of message logging.
By default, diagnostic messages are logged in the Event Log.
Choices are:
1 = Error: log errors.
2 = Warning: log errors and warnings.
3 = Information: log errors, warnings and informationals.
4 = Verbose: Everything is logged.
ektronCommerce
ek_ecom_TestMode
When set to true, payments are sent to a test gateway instead of the
actual one.
ek_ecom_DefaultCurrencyId
Select the default currency and enter its Numeric ISO code. This
should be done before creating your product catalog.
Important: Do not change the default currency after your
eCommerce site is live.
See Also: The Administrator Manual section “eCommerce” >
“eCommerce Configuration Screens” > “Currencies” > “The Default
Currency”
ek_MeasurementSystem
Select whether to use English or Metric measurements for your
packages.
See Also: The Administrator Manual section “eCommerce” >
“eCommerce Shipping Screens” > “Packages”
mediaSettings
WindowsMedia-CLSID
The class ID for the Windows Media Player.
Quicktime-CLSID
The class ID for the Quicktime player.
Realplayer-CLSID
The class ID for the Real player.
Flash-CLSID
The class ID for the Flash player.
WindowsMedia-Codebase
Location of the code base plug-in for Windows Media Player.
Quicktime-Codebase
Location of the code base plug-in for Quicktime player.
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Managing the web.config File
Setting
Description
Realplayer-Codebase
Location of the code base plug-in for Real player.
Flash-Codebase
Location of the code base plug-in for Flash player.
application/x-shockwave-flash
Define the relationship between the Shockwave Flash mime type
and the Flash player.
audio/x-wav
Define the relationship between the WAV mime type and the
Windows Media, Quicktime and Real players.
audio/x-wav-default
Define the relationship between the WAV default mime type and the
Windows Media Player.
video/x-avi
Define the relationship between the AVI mime type and the Windows
Media, Quicktime and Real players.
video/x-avi-default
Define the relationship between the AVI default mime type and the
Quicktime player.
video/x-msvideo
Define the relationship between the msvideo mime type and the
Windows Media, Quicktime players.
video/x-msvideo-default
Define the relationship between the msvideo default mime type and
the Windows Media Player.
audio/x-ms-wma
Define the relationship between the MS-WMA mime type and the
Windows Media Player.
video/mpeg
Define the relationship between the MPEG video mime type and the
Windows Media Player.
audio/mpeg
Define the relationship between the MPEG audio mime type and the
Windows Media Player.
video/x-realvideo
Define the relationship between the realvideo mime type and the
Real player.
video/x-ms-wmv
Define the relationship between the MS-WMV mime type and the
Windows Media Player.
audio/x-realaudio
Define the relationship between the realaudio mime type and the
Real player.
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Managing the web.config File
Setting
Description
video/quicktime
Define the relationship between the quicktime mime type and the
Quicktime player.
Miscellaneous
session state
mode - This setting determines the storage option for session data.
C M S 4 0 0 . N E T only supports InProc. Other session state modes are
not supported.
HttpHandlers
This section sets how the URL Aliasing feature handles URLs with
certain extensions. If you have any extension you do not want
aliased, add it below the following line using the same syntax.
add verb="*" path="*.png"
type="URLRewrite.StaticFileHandler,Ektron.Cms
.URLRewriter" />
maxRequestLength
This setting determines the maximum size of files that can be
uploaded to your server. The default setting is 204,800 kilobytes, or
200 MB.
Enter the desired value in kilobytes. To convert megabytes to
kilobytes, go to http://www.onlineconversion.com/computer.htm.
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Configuring E-Mail for Tasks and Content
Configuring E-Mail for Tasks and
Content
An email is sent to notify users when a task (such as approving a
content block or submitting a form) was performed or needs to be
performed. This section explains the steps needed to use
Microsoft’s SMTP service to enable this kind of e-mail notification
in Ektron CMS400.NET.
To learn about email notification for Web Alerts, see ”Installing the
Web Alert Feature” on page 119.
CDOSYS
To process email, Ektron CMS400.NET uses the CDOSYS model.
Using the Simple Mail Transport Protocol (SMTP) and the Network
News Transfer Protocol (NNTP) standards, CDOSYS enables
applications based on Windows XP, Windows 2000 or Windows
2003 to route e-mail and USENET-style news posts across
multiple platforms.
CDOSYS, the successor to CDONTS, is as easy to use as
CDONTS but is more powerful by letting authors create and view
sophisticated emails using html and data sources.
NOTE
If the SMTP server that is processing email does not find CDOSYS installed, it
tries to use CDONTS as a mail server protocol.
Set up SMTP Server
For CDOSYS to work, set up the SMTP server on your local
system (to which you installed Ektron CMS400.NET) or a remote
system that sends and receives email.
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Configuring E-Mail for Tasks and Content
NOTE
To access an SMTP server on a local or remote system, consult the system
administrator who manages email in your organization. This administrator may
not be the same as the Ektron CMS400.NET administrator.
• Local - Before setting up an SMTP server on your local
system, install IIS. The SMTP server settings on a local system
would be something like this:
“ek_SMTPServer" value=“localhost”
“ek_SMTPServer" value=“127.0.0.1”
“ek_SMTPServer" value=“myname”
• Remote - Set up an SMTP server on a remote system. The
SMTP server on a remote system can be something like this:
“ek_SMTPServer" value= “smtp.example.com”
“ek_SMTPServer" value= “example.com”
After the SMTP server is set up, configure it as described in
”Verification for Relay” on page 111.
Verification for Relay
To verify that your Ektron CMS400.NET Web server’s IP address
supports relay through your SMTP server, follow these steps.
NOTE
The WWW and SMTP components of IIS must be installed on the Web server to
which Ektron CMS400.NET is installed.
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Configuring E-Mail for Tasks and Content
1. On your SMTP server, access your Internet Services Manager
in the Administrative Tools.
2. In the IIS Management Console, select the SMTP virtual
server.
3. On the Action menu, click Properties.
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Configuring E-Mail for Tasks and Content
4. The SMTP properties window opens.
5. Click the Access tab.
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Configuring E-Mail for Tasks and Content
6. The access properties appear.
7. In the Relay Restrictions section, click the Relay... button.
8. The Relay Restrictions window opens. Set or remove relay
restrictions.
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Configuring E-Mail for Tasks and Content
NOTE
For more information, see “Setting or Removing Relay Restrictions from a Virtual
Server” from this Web page: <http://www.microsoft.com/WINDOWS2000/en/
professional/help/moc04_57.htm>
Configuring SMTP Settings
Next, configure Ektron CMS400.NET to use SMTP.
1. Open the web.config file. (See ”Managing the web.config File”
on page 95.)
2. Move to the section of the file that has these settings.
<!-- SMTP Server configuration -->
<add key="ek_SMTPServer" value="localhost" />
<add key="ek_SMTPPort" value="25" />
<add key="ek_SMTPUser" value="" />
<add key="ek_SMTPPass" value="" />
3. Set the ek_SMTPServer value. See ”Set up SMTP Server” on
page 110.
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Configuring E-Mail for Tasks and Content
4. Set the ek_SMTPPort value to the port your system will access to
retrieve email. In most cases, the port is set to 25. If that is not
the case, see your System Administrator.
5. Set the ek_SMTPUser value to the username that is set up for the
SMTP Server to send and receive email. Typically, the
username takes the form of an email address, such as
“ek_SMTPUser“ value=“[email protected]“.
This retrieval of email is based on how basic authentication is
set up for you, though you do not need a username when using
a local SMTP server. Check with your System Administrator for
details.
If you are using a remote system for accessing email, you must
provide an authenticated username before you can send or
receive email.
6.
Set the "ek_SMTPPass" value to the password that is set up for
the SMTP server to send and receive email. This password is
based on the basic authentication. By default, the Ektron
CMS400.NET only accepts passwords in the encrypted form.
To encrypt the password, Ektron provides a password
encrypting tool. See ”The Encrypt Password Utility” on
page 116.
The Encrypt Password Utility
To use the utility tool EncryptEmailPassword.exe, follow these
steps.
1. Open C:\Program
Files\Ektron\CMS400\Utilities
2. Run EncryptEmailPassword.exe.
3. The Encrypt Utility dialog appears.
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Configuring E-Mail for Tasks and Content
4. Enter your SMTP password in the Text field.
5. Click the Encrypt button.
6. The screen displays an encrypted password in the Encrypted
field.
7. Copy the encrypted password and paste it into the web.config
file after "ek_SMTPPass" value=.
Error Messages
When submitting a form or a content block in an approval process,
if you get an error message listed below, it is generated by the
SMTP server on which you set up the mail system, not by Ektron
CMS400.NET.
• The Transport failed to connect to the server. [CBR
SendMail R1] [CBR R65] [DIO R 36]
• The server rejected one or more recipient addresses. The
server response was: 550 5.7.1 Unable to replay for
[email protected] [CBR SendMail R1] [CBR R1]
[DIO R36]
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Configuring E-Mail for Tasks and Content
What’s Next?
After you set up the mail server, you can begin using Ektron
CMS400.NET. For e-mail notification to work properly in Ektron
CMS400.NET, the following criteria must be met.
• Valid system email address
• Email notification is enabled in the settings table
• Valid user email address
• User email notification is enabled
For information about these settings, refer to the Administrator
Manual.
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Installing the Web Alert Feature
Installing the Web Alert Feature
The Web Alert feature enables Ektron CMS400.NET to generate
email for a list of registered users whenever new content appears
on your site, or existing content is updated.
For example, anyone may register to be notified whenever new
information about your product is published. As soon as the page
is published on your site, registered users receive an email
announcement with a link to the new/updated page. The recipient
clicks the link and immediately accesses the page.
As a result, a self-selected group of users can be instantly notified
of changes on your Web site relating to their interests. Once the
system is set up, you don’t need to do anything -- everything
happens in the background.
This section describes how to install the Web Alert feature. For
additional information about setting up and using the feature, see
the Ektron CMS400.NET Administrator manual section “Web Alert
Feature.”
Server Configuration
The following illustration depicts a typical Web server configuration
you would use with the Web Alerts feature.
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Installing the Web Alert Feature
• Firewall - the Ektron CMS400.NET business tier must have
Web access to the asynchronous server. The business tier
maintains the CMS files. This configuration enables proper
communication between Ektron CMS400.NET and the
asynchronous processor.
- The asynchronous processor must have port 25 (SMTP)
access to a valid mail server to send emails
- The mail server (omitted from the illustration) must be
allowed to send out port 25 (SMTP) traffic and can be on
the Async server
• Queuing - Message queuing must be installed on the Async
server.
You must create a message queue on the Async machine and
record its name. The message queue is specified in the
exe.config file for the service, and the web.config file for the
Web Service interface.
• CMS - The web.config file includes a key for the location of the
asynchronous processor. This needs to be verified as working.
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Installing the Web Alert Feature
• Other - IIS must be installed on the asynchronous processor.
IIS allows a Web service call to schedule a file download and
send commands.
Ektron recommends that the Async machine only allow HTTP
traffic from Ektron CMS400.NET servers. This provides
additional security on the Async processor.
Verifying Connections
• You can verify the Web service > queue connection by
- leaving the Ektron service off, submitting content with
notifications, and verifying that a message arrived in the
queue
- turning on journaling for the queue. Submit a message in the
queue. The Ektron service picks it up and places it in the
journaled messages.
- turning on logging for the Ektron service
• To verify the CMS > Web service connection, open the
asynchronous processor location inside a Web browser and
test the Web services.
To verify the writing of files, ensure that Ektron CMS400.NET
has write access to the [sitepath]subscriptions directory and
submit content that will trigger notifications. This action places
a file inside that directory.
• To verify that the service can download a file, open a Web
browser on the Async machine and connect to the location of
the notification command files. Attempt to download one.
Enabling the Web Alert Feature
Enabling the Web Alert feature involves the following steps. This
section explains each step in detail.
Step
1.
Description
Set up message queue
and asynchronous processor.
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For more information, see
”Setting Up the Message Queue
and Asynchronous Processor”
on page 123
121
Installing the Web Alert Feature
Step
Description
For more information, see
2.
Define components of the email to be
sent to subscribers.
E ktron CM S40 0. NET
Categories of information on your site.
Site visitors can subscribe to be notified
when content in a category is added or
updated.
E ktron CM S40 0. NET
Assign Web Alert information to folders
and content items which, when
published, trigger emails.
E ktron CM S40 0. NET
3.
4.
Create messages.
Define subscriptions.
Assign Web Alert
information to folders
and content.
For each folder or content item to which
you assign subscriptions, determine
5.
Create and publish site
visitor registration
page.
•
activities that trigger emails (for
example, only upon initial publication
of content)
•
•
the content of the email
7.
Site visitors subscribe
to lists of interest.
Administrator Manual section
“Web Alerts” > “Defining
Subscriptions”
Administrator Manual section
“Web Alerts” > “Assigning Web
Alert Information to Folders and
Content”
the subscription list(s) to whom the
email is sent
Create a new Web form and drop the
membership server control onto it. Then,
publish that form on your Web site.
Note: This task is typically done by a
developer.
6.
Administrator Manual section
“Web Alerts” > “Creating the
email Message”
Someone signs up to be notified when
changes in a selected subscription
(category) are published on your Web
site.
CMS users can also
subscribe.
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E ktron CM S40 0. NET
Developer’s Manual >
“Introduction to Ektron
CMS400.NET Server Controls
“> “Membership Server Control”
E ktron CM S40 0. NET
Administrator Manual section
“Web Alerts” > “How Users Sign
up for Subscriptions”
E ktron CM S40 0. NET
Administrator Manual section
“Web Alerts” > “CMS User
Subscription Sign Up”
122
Installing the Web Alert Feature
Step
Description
8.
Web content is either first published or
updated. If at least one subscription is
assigned to the content or its folder, email
is sent according to pre-defined criteria
for the folder.
Subscribers are
automatically notified
when content is
updated.
For more information, see
Setting Up the Message Queue and Asynchronous
Processor
After installing Ektron CMS400.NET version 5.1 or higher, you need
to set up the Microsoft Message Queuing and the Ektron
Asynchronous Processor. It is assumed that the following
directories and files are installed on your server:
•
•
•
NOTE
C:\Program Files\Ektron\CMS400v61\EktronAsyncProcessor_Service\
C:\inetpub\wwwroot\CMS400Min\bin\EktronAsyncProcessorWS.dll
C:\inetpub\wwwroot\CMS400Min\Workarea\webservices\EktronAsyncProce
ssorWS.asmx
If you need to move Web services file, use the Asynchronous Processor
Location field in the Configuration > Setup screen to specify the new folder
location.
1. On the server that hosts Ektron CMS400.NET, go to Control
Panel > Add/Remove programs > Add/Remove Windows
Components.
2. If it is not checked, check Message Queuing Services.
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NOTE
On Windows 2003, it is within the Application Server Components group.
3. If Message Queuing Services was checked when you viewed
it, go to step 4.
If it was not checked, click Next. A wizard creates the
component.
NOTE
The rest of this procedure employs a wizard that saves you several manual steps.
If you have a problem using the wizard, or prefer to install Web Alerts manually so
you can track the files being installed to your server, see ”Manual Steps for Setting
up the Message Queue and Asynchronous Processor” on page 129.
4. From the Windows Start Menu, click All Programs > Ektron >
CMS400 > Utilities > Web Alerts Setup.
5. The Web Alert Wizard setup screen appears.
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6. Click Next. The wizard begins installing the Web Alerts feature.
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7. The following screen appears.
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8. Enter the username and password that will be used to send
and receive email.
9. At the Log File Name field, enter the name of the file that will
track Web Alert activities. If you enter nothing, the file is named
listener.log.
The file resides in the C:\Program
folder. It is
also available from the Workarea. See ”Asynchronous Log File
Reporting” on page 131.
Files\Ektron\CMS400v61\EktronAsyncProcessor_Service
10. If you want a very detailed log file, click Logfile Verbose.
11. Click Next. The following screen appears.
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12. Either insert or browse to the folder that contains your
web.config file. This is your site root folder. Then click Next.
13. If your Asynchronous Processor service is not running, the
following message appears.
14. If you see this message, click OK then click Finish.
15. Go to Control Panel > Administrative Tools > Computer
Management > Services and Applications > Services. Start
the Ektron Async Processor Service.
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Manual Steps for Setting up the Message Queue and Asynchronous
Processor
This section describes manual steps for setting up the Message
Queue and Asynchronous Processor. You can use this procedure
if you had a problem using the wizard, or you want to know which
files are being installed to your server.
1. Go to Control Panel > Administrative Tools > Computer
Management > Services and Applications > Message
Queuing.
2. Right click the Private Queues folder and select New > Private
Queue.
3. Create a private queue named msmq_web.
4. Right click msmq_web and select Properties.
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5. Go to the Security tab. You can give the Everyone group Full
Control if you are in a testing environment. If you are on a
production server or want better security, give the local system
account (the account which the EktronAsyncProcessor Service
runs as) the following permissions:
•Delete
•Receive Message
•Peek Message
•Send Message
Give the ASP.NET account (the account that the Web services
interface runs as) Send Message permission.
6. Click OK.
7. Open the following file:
C:\Program
Files\Ektron\CMS400v52\EktronAsyncProcessor_Service\RegEktron.S
ervices.EktronAsyncProcessor.bat
8. Review and update as necessary the paths to the .NET
directory and Ektron.Services.EktronAsyncProcessor.exe file.
WARNING!
Update the paths to the .NET Directory and the .exe file if necessary.
9. Execute the .bat file.
Or, from a command line or Start Menu > Run, enter:
C:\Windows\Microsoft.NET\Framework\v1.1.4322\installutil
“C:\program
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Files\Ektron\CMS400v52\EktronAsyncProcessor_Service\Ektron.Serv
ices.EktronAsyncProcessor.exe”
10. Open the following file and enter your SMTP connection
settings: C:\Program
Files\Ektron\CMS400v52\EktronAsyncProcessor_Service\Ektron.Serv
ices.EktronAsyncProcessor.exe.config.
11. Go to Control Panel > Administrative Tools > Computer
Management > Services and Applications > Services. Start
the Ektron Async Processor Service.
Asynchronous Log File Reporting
Once the Message Queuing and Asynchronous Process is set up
and running, you can access a log report about the Asynchronous
process. This report shows any problems with the Asynchronous
Processor.
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In addition to viewing the report, you can email it to any CMS400
user. For an explanation of emailing a report, see the User Manual
section “Content Workflow Reports” > “Common Report Topics” >
“emailing Reports”.
To access the Asynchronous Process log, follow these steps.
1. In the Workarea’s Smart Desktop, click the Reports folder.
2. Click the Asynchronous Log File link.
3. If the log has captured any problems, they are displayed on the
screen.
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Configuring SSL
Configuring SSL
In Ektron CMS400.NET, you can use SSL when users log in to your
Web site. SSL encrypts the username and password during
transmissions to the server.
When you set up the SSL certificate, and configure Ektron
CMS400.NET to use it, the login page is launched in a Secure
Socket Layer. This section explains how to set up SSL for Ektron
CMS400.NET.
Setting Up the Certificate
If your Web server does not have a certificate installed, you need
to install one. To do so, follow these steps.
1. Access the Internet Information Server Administrator Console
on your Web server.
2. Navigate to the computer and Web site to which Ektron
CMS400.NET is installed.
3. Right click on the Web site.
4. Click Properties.
5. Click the Directory Security tab.
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6. In the Secure communications area, click the Server
Certificate button.
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Configuring SSL
7. Use the wizard to set up a certificate for your Web site.
8. Close the wizard. You return to the Properties window.
9. Click the Web Site tab at the top of the Properties window.
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Configuring SSL
10. Set the SSL Port that the Web server will use.
11. Click OK.
Updating the web.config File
Next, configure Ektron CMS400.NET to use the SSL certificate.
1. Open the web.config file. (See ”Managing the web.config File”
on page 95.)
2. Move to the section of the file that has these settings.
<add key="ek_UseSSL" value="false" />
<add key="ek_SSL_Port" value="443" />
3. Set the ek_UseSSL value to true.
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WARNING!
If the ek_UseSSL value is true, but you did not install the certificate to the Web
Server, you cannot log into Ektron CMS400.NET.
4. Set the ek_SSL_Port value to 443 (unless you specified another
SSL port).
5. Save and close the file.
You are ready to use the SSL support for Ektron CMS400.NET.
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Customizing Ektron CMS400.NET
Customizing Ektron CMS400.NET
The following chapter contains information about customizing your
Ektron CMS400.NET application. The topics that are discussed are:
• ”Customizing Ektron CMS400.NET email” on page 139
• ”Branding Ektron CMS400.NET” on page 143
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Customizing Ektron CMS400.NET
email
Introduction
Ektron CMS400.NET can send email notification to users,
informing them that actions have either taken place or are
requested of them. For example, a content contributor receives an
email that his content has been published to the Web site.
These emails are stored in the resource files. In that file, each
email consists of one string for the subject and one for the body.
Ektron CMS400.NET does not support HTML email, however the
message text is fully customizable.
The procedure for customizing resource files is documented in the
Ektron CMS400.NET Administrator manual section “Multi-Language
Support” > “Translating the Workarea” > “Procedure for Translating
Workarea Strings.”
The body of an email can include variables, located between @
symbols. Ektron CMS400.NET replaces these variables with the
information for that instance of the email. For example,
@[email protected] in the following sentence is replaced with the
email’s title.
Before
The content “@[email protected]” has been deleted.
After
The content “Home Page Content” has been deleted.
These emails can be customized. The variables can be taken out
or moved around. More text can be added; text can be rewritten or
reorganized.
Before
“@[email protected]” has been deleted from the XYZ Web site.
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After
“About Us” has been deleted from the XYZ Web site.
Each message is called in the presentation layer by its message
title.
Carriage Return/Line Feeds are represented by the variable
@[email protected] These cause the email to move down one line. For
example:
Before
The content was [email protected]@Thank you!
After
The content was approved.
Thank you!
Variables
The following table lists variables you can use to customize email
messages. When the email is sent, the corresponding description
replaces the variable.
Variable
Inserts
@[email protected]
A carriage return.
@[email protected]
The title of the content block.
@[email protected]
The date and time the content will be deleted from the Web site.
@[email protected]
The date and time changes will be updated on the Web site.
@[email protected]
The first name of the user who declined the content block.
@[email protected]
The last name of the user who declined the content block.
@[email protected]
The first name of the user who submitted the content block.
@[email protected]
The last name of the user who submitted the content block.
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Variable
Inserts
@[email protected]
The location of the content block in the folder tree in the Ektron
CMS400.NET Workarea.
@[email protected]
The link to the content block on the Web site.
Note: You must be logged in to see the changes.
@[email protected]
The date and time the content block was submitted.
@[email protected]
The current approval list that the content block must pass through.
@[email protected]
Displays the comments for the content block.
List of Ektron CMS400.NET Default email
Notify Approval Process Complete
Because of the logic, there are four emails for notifying that the
approval process is complete.
Deletion of Content Approved
Message Title: email subject: content deletion approved.
Message Text: Deletion of content has been approved.
Immediate Deletion of Content
Message Title: email subject: content has been deleted.
Message Text: Content has been deleted.
Approved Content Awaiting Go Live Date
Message Title: email subject: content changes approved.
Message Text: Content changes have been approved.
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Approved Content Published Immediately
Message Title: email subject: content has been changed.
Message Text: Content changes have been made.
Decline Approval Request
Message Title: email subject: approval request declined.
Message Text: Content approval request declined.
Send Approval Message
Message Title: email subject: request for approval.
Message Text: Request for content approval.
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Branding Ektron CMS400.NET
Ektron CMS400.NET can be branded by a Web Developer.
Through the use of a style sheet and replacing Ektron
CMS400.NET’s default graphics, the application can take on a
different look that is fully customizable. Developers can incorporate
a company logo, institute company colors, and control the look and
feel of the application to create a personalized, web-based,
content management solution.
Style Sheet
Ektron CMS400.NET’s style sheet, global.css, is located in the /
csslib folder under the Workarea directory.
Using widely accepted style sheet classes and class attributes,
you can modify the application, including colors, spacing, fonts,
etc. Also, if you later upgrade or re-install Ektron CMS400.NET, you
can reuse this file and retain your changes.
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Class Explanation
General Classes
Class
Description
.titlebar
Located at the top of every page in the application. Used for
page explanations or location explanation. While navigating
through Ektron CMS400.NET, this page header or “titlebar” tells
the user where he is (for example, Viewing content in
content.aspx).
.titlebar-error
Similar to titlebar; used to display error messages.
.input-box-text
In front every input box is text explaining its purpose. This class
controls that text.
.title-header
Used under the titlebar to list information. For example, it is used
for column headers.
.info
Any important information that should stand out. An example is
in the content page when showing the attributes of the content
block.
.info-header
Similar to the info class; used for information that should stand
out but starts a new section on a page. Examples are metadata
and summary on the content block properties page.
.toolbar
The background of the toolbar.
Note: Change this class only if you are changing all toolbar
icons.
Workarea Classes
Class
Description
.Workarea
The background color of the Workarea.
td.FolderButtonBarNm
Text of top-level folders that appear in the lower left corner of the
Workarea (Content, Forms, Library, Modules and Settings).
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Class
Description
td.FolderButtonBarOver
Text that appears when you hover the cursor over top-level
folders that appear in the lower left corner of the Workarea
(Content, Forms, Library, Modules and Settings)
td.FolderButtonBarSelectedOver
Selected text in the lower left corner of the Workarea (Content,
Forms, Library, Modules and Settings)
td.FolderButtonBarSelected
Text that appears when you hover the cursor over selected text
of top-level folders that appear in the lower left corner of the
Workarea (Content, Forms, Library, Modules and Settings)
td.FolderResizeBar
The bar at the top of the top-level folders that appear in the lower
left corner of the Workarea (Content, Forms, Library, Modules
and Settings). Use this bar to switch the display of folders
between icons and full buttons.
td.NavIconBarNm
The minimized top level folder icons properties.
The following example shows minimized icons with a brown
background.
td.NavIconBarOver
The minimized top level folder icons hover over properties.
The following example shows the Forms icon with a light orange
background, while hovering over it.
td.NavIconBarSelectedOver
Properties of the minimized top level folder icons when selected
then hovered over.
The following example shows the Forms icon with a dark blue
background, while selected and hovering over it.
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Class
Description
td.NavIconBarSelected
The minimized top level folder icons properties, when selected.
The following example shows the Forms icon with a green
background when selected.
body.FolderIconBar
The bottom bar in which the minimized top level folder icons
appear. The following example shows the bar green.
table.FolderToolbar
The top left bar where the Smart Desktop and pin buttons are
located. The following example shows the bar red.
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Class
Description
body.FolderArea
The folder area on the left of the screen.
The following is an example of a green background with red
scrollbars.
.WorkareaToolbar-nm
The Workarea toolbar properties for the buttons section. The
following is an example of a red background.
.WorkareaToolbar-ovr
The Workarea toolbar icon hover-over properties. The following
is an example of View Collections background being green when
hovered over.
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Class
Description
.ToolbarImage-nm
Sets the size of the Workarea toolbar icons.
The following is an example of setting the height and width to
35px.
The following example has the height and width set to default
22px.
.WorkareaToolbar-bk
The Workarea toolbar properties for the non-button section.
The following is an example of a red background.
.WorkareaTitlebar
The properties of the titlebar in the Workarea. The following
example shows a red background with black letters.
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Class
Description
body.UiMain
The properties of the user interface area. The following example
shows a green background with a red scrollbar.
TD
The default fonts in the logo bar area, the toolbar area, the folder
buttons, and user interface area. In the following example, the
font is green.
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Class
Description
A
Properties of links in the Workarea before they are selected. The
following example shows the links in green.
A:ACTIVE
Properties for currently active links. The following example
shows the active link red.
A:Visited
Properties for visited links. The following example shows the
visited links in navy blue.
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Class
Description
TD.titlebar-error
Error display properties. The following example shows the error
displayed with a red font and a silver background.
TD.input-box-text
Properties of text that precedes a text box. The following
example shows the text color purple.
TD.title-header
The column head properties in the Workarea.
TR.title-header
The following example shows the column head backgrounds in
green.
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Class
Description
A.title-header
The font properties in the column heads.
The following example shows the column heads with green
fonts.
TD.info
Description information title properties. The following example
shows information titles in purple.
TD.info-header
Information header label. The following is an example of the
information header in green.
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Class
Description
.moreinfo
Font used on the Smart Desktop in the Workarea. The following
example shows the font in green.
td.tab_actived
The active tab properties in the Workarea. The following
example shows the active tab with a green font.
td.tab_disabled
Defines the non-active tab properties in the Workarea.
The following example shows the non-active tabs with a dark
blue font and blue background
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Class
Description
td.tab_last
The properties of the space at the end of the tabs. The following
example shows that space with a green background.
td.tab_spacer
The properties of the space between the tabs. The following
example shows the spaces as green.
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History Classes
Class
Description
.history-list
This class is used for two attributes. The TD controls the active date or
the version that is presently published. The Anchor class is for the other
versions of the content block.
Login Classes
Class
Controls
.login
The background color of the login and logout screen.
Folder Control Classes
Class
Controls
.folder
The font attributes of the folder control.
NOTE: The font size cannot be controlled by the style sheet. It is set by
the browser.
Library Classes
Class
Controls
.library
The background color of the three panels in the library.
Calendar Classes
InternCalendarStyles.css
The InternCalendarStyles.css file is used to define the look of the
pop-up calendar in Ektron CMS400.NET. This file’s default location
is \site root folder\Workarea\csslib.
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Class
Controls
.mup_nonMonthCell
The cells at the beginning or end of the month that do not contain
days. The following example shows these cells in green.
.mup_weekendCell
The weekend day cell. The following example shows the cell in
green.
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Class
Controls
.mup_weekdayCell
The week day cell. The following example shows the week day cell
in green.
.mup_weekendDOWHeader
Weekend day of week header. The following example shows those
days in green.
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Class
Controls
.mup_weekdayDOWHeader
Weekday day of week header. The following example shows that
day header in green.
.mup_yearFooter
The year selection cell. The following example shows the year
footer in green.
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Class
Controls
.mup_monthHeaderBorder
The border around the month header. The following example shows
that border in green.
.mup_monthHeader
The month header. The following example shows that header in
green.
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Class
Controls
.mup_monthHeaderPrev
The previous button on the month header. The following example
shows that background in green.
.mup_monthHeaderNext
The next button on the month header. The following example shows
that header background in green.
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Class
Controls
.mup_selectedDate
The selected date. The following example shows that date
background in red.
.mup_noShow
This class should not be changed.
NOTE
Calendars that appear on a Web page use the CalendarStyles.css style sheet,
which is installed by default to the \site root\Workarea\csslib directory. This
style sheet is described in the Developer Manual section “Introduction to Server
Controls” > “Calendar Server Control” > “Calendar Style Sheet”.
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EktTabs.css
The EktTabs.css file is used to define the tabs used in the
Multimedia section of the Workarea. This file’s default location is \
\siteroot\Workarea\csslib.
Class
Controls
.EktTabPanelActive
The panel area in which the multimedia player is loaded. The following example
shows that background in red.
.EktTabPanelNotActive
The non-activated panel area where the multimedia player is loaded.
.EktTabActive
The active media player selector tab. The following example shows the active tab
in red.
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Class
Controls
.EktTabNotActive
The non-active media player selector tab. The following example shows the nonactive tabs in red.
worksearch.css
This file is located in webroot/siteroot/Workarea/csslib. It is used to
customize the look of the Workarea search results.
Workarea Styles.css
The Styles.css file is located in webroot/siteroot/Workarea. It is a
general style sheet provided for creating a new Web application
project.
com.ektron.rules.wizard.css
This file is located in webroot/siteroot/Workarea/businessrules/css. It
is used to customize the look of the Business Rules module in the
Workarea.
com.ektron.utils.wizard.css
This file is located in webroot/siteroot/Workarea/businessrules/css. It
is used to customize the look of the View Business Rule pop-up
screen in the Workarea.
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ektnormal.css
This file is located in webroot/siteroot/Workarea/ewebeditpro. It is
used to customize the xml editor. The style sheet must be
assigned to the folder containing the content.
ektdata.css
This file is located in webroot/siteroot/Workarea/ewebeditpro. It is
used to customize the Workarea’s Data Designer. The style sheet
must be assigned to the folder containing the content.
Images
Application Images
To change the look Ektron CMS400.NET via a logo, you must
change two images.
• Workarea_logo.gif - the logo of the application. It presently
displays the Ektron CMS400.NET logo. It lives under
directory.
\Workarea\images\application
By changing this image, the application can be branded to
display any other graphic or logo. You must use the same size
attributes of 155 pixels wide by 77 pixels high. Alternate size
attributes will cause the application to look wrong.
• navigation_edit.gif. This also resides in the application folder.
This image is used for the left bar in the edit content, edit
metadata, edit summary, and add content Workareas. This
image can also be changed but must retain the same size
attributes of 128 pixels wide by 500 pixels high.
A third image, Workarea_back.gif, makes up the blue/gray
background at the top of the Workarea. The size attributes are 50
pixels wide by 77 pixels high. This image cannot be less than 50
pixels wide as Firefox does not repeat it correctly.
Language Images
Several language specific Images are used at the top of the
Workarea. They reside in the language folders and always start
with the word “Workarea” and end with “_top.”
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These images are 467 pixels wide by 77 pixels high. Their width
can change but the height cannot.
There are approximately six images in each language folder. an
Adobe Photoshop file, Workarea_top.psd, can be found under
\Workarea\images\English folder. You can modify these images as
needed.
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Converting CMS300 to Ektron
CMS400.NET
Many customers who purchase Ektron CMS400.NET are upgrading
from Ektron CMS300. Converting Ektron CMS300 to Ektron
CMS400.NET is explained in the following sections:
• ”Step 1: Back Up Your Site and Database” on page 166
• ”Step 2: Install New Ektron CMS400.NET” on page 167
• ”Step 3: Migrate Your CMS300 Database For Use with Ektron
CMS400.NET” on page 168
• ”Step 4: Copy Folders and Files” on page 170
• ”Step 5: Set Folder Permissions” on page 171
• ”Step 6: Update Files” on page 172
• ”Step 7: Create an IIS Application For Your Site” on page 175
• ”Step 8: Make dmdata an IIS Application” on page 178
• ”Step 9: Add Ektron CMS400.NET License Keys” on page 179
• ”Step 10: Verify Installation” on page 180
NOTE
For more information on upgrading your site to Ektron CMS400.NET, see
”Migrating Your Site to Ektron CMS400.NET” on page 181.
Step 1: Back Up Your Site and Database
Before starting any migration or upgrade process, you should
always back up your site and database.
Best Practices
Ektron recommends running the migration procedure on a separate
copy of the production database or in a staging/development
environment.
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WARNING!
This is a very important step! It should not be skipped! If you do not back up your
database and convert to E k t r o n C M S 40 0. N E T , you will not have a way to go
back to using your database in CMS300 if there is a problem. Also, there are file
changes that need to be made. If you do not back up your site, you will have to
undo each change manually.
Backing Up Your Site
You can back up your site files as you would any other group of
files. You can copy them to a different location or use software to
back them up to a tape drive or CD.
Backing Up Your Database
The steps for performing a backup on a Microsoft SQL database
are explained in ”Backing Up Databases” on page 87.
Step 2: Install New Ektron CMS400.NET
Install the latest version of Ektron CMS400.NET with platform
support. This procedure is explained in ”Installing Ektron
CMS400.NET” on page 17.
As explained in ”Performing the Installation” on page 22, the
installation involves copying files to your server then setting up a
starter site. While setting up the site, follow these instructions.
• When asked to insert your license keys, ignore the screen.
(You will insert your license keys in ”Step 9: Add Ektron
CMS400.NET License Keys” on page 179.)
• When asked to choose a site, select the default.
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• Say no to the database install. You will upgrade the CMS300
database for use with CMS400.
Step 3: Migrate Your CMS300 Database For Use
with Ektron CMS400.NET
NOTE
Ektron CMS400.NET requires a physical installation of the product. If you do not
have physical access to the machine, someone with access to the machine must
run the install. For more information, see ”Installing Ektron CMS400.NET” on
page 17.
Your database must satisfy the following criteria before you can
use it with Ektron CMS400.NET. It needs to
• be a Microsoft SQL database
• be the same CMS version
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• have ASPNET or IIS_WPG (if you are using Microsoft
Windows 2003) user access to your database if you are using a
trusted connection
This should be done in the following order.
1. ”Migrate Database to Microsoft SQL” on page 169.
2. ”Upgrade Database to Ektron CMS400.NET” on page 170.
3. ”Adding Database Permission for ASPNET or IIS_WPG users”
on page 170.
The following image shows the database migration path. This
example uses CMS300 v4.2 going to the latest Ektron
CMS400.NET version.
Migrate Database to Microsoft SQL
You must migrate your database in the same CMS it currently
resides in. For example, if you are using CMS300 and have an
Oracle database, you need to upgrade to Microsoft SQL in
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CMS300. You can migrate your database to Microsoft SQL from
the following programs:
• Microsoft Access
• Oracle
• MySQL
You can migrate your database to Microsoft SQL by using the
Database Mover program. To do this, click Start > Programs >
Ektron > CMS300 > Utilities > Database Mover.
Upgrade Database to Ektron CMS400.NET
Upgrade your Microsoft SQL database from Ektron CMS300 to
Ektron CMS400.NET. If your Ektron CMS300 version number
matches the Ektron CMS400.NET version number, you do not
need to perform this step.
To upgrade, use the Database Upgrade program installed with
Ektron CMS400.NET. To do this, click Start > Programs > Ektron
> CMS400 > Utilities > Database Upgrade.
Adding Database Permission for ASPNET or IIS_WPG users
After upgrading the database to the latest version of Ektron
CMS400.NET, you need to add permission for either the ASPNET
or IIS_WPG users to the database. Use the ASPNET user if you
are using a Microsoft Windows 2000 or Windows XP Professional
Server. Use the IIS_WPG user if you are using a Microsoft
Windows 2003 Server.
Step 4: Copy Folders and Files
Copy the following folders and files to your CMS300 site webroot.
For example, if you installed the CMS400min site and are using the
CMS300Sample site as your site, copy the folders and files from
the CMS400min site to C:\Inetpub\wwwroot\CMS300Sample.
• The C:\inetpub\wwwroot\cms400min\workarea folder, including all
subfolders
• The C:\inetpub\wwwroot\cms400min\bin folder
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• The C:\inetpub\wwwroot\cms400min\App_Code folder, including all
subfolders
• The C:\Inetpub\wwwroot\CMS400min\AssetManagement folder,
including all subfolders
• The C:\inetpub\wwwroot\cms400min\Assets folder
• C:\inetpub\wwwroot\cms400min\web.config
•
C:\inetpub\wwwroot\cms400min\assetmanagement.config
Step 5: Set Folder Permissions
The following folders in the site root need to have either the
ASPNET user or IIS_WPG user added with the appropriate
permissions. The IIS_WPG user is for Microsoft Windows Server
2003 only. In addition, the dmdata folder needs the
EKT_ASSET_USER added.
The table below contains Folder, User and Permission settings
information.
Folder
User
Permission
uploaded images
ASPNET User or
•
•
•
Read
•
•
•
Read
•
•
•
Read
•
Write
IIS_WPG (Windows
Server 2003 only)
uploadedfiles
ASPNET User or
IIS_WPG (Windows
Server 2003 only)
dmdata
ASPNET User or
IIS_WPG (Windows
Server 2003 only)
dmdata
EKT_ASSET_USER
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Modify
Write
Modify
Write
Delete sub
folders
and files
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Folder
User
Permission
Assets
ASPNET User or
•
Read
IIS_WPG (Windows
Server 2003 only)
•
Write
Step 6: Update Files
The following files have information in them that need to be
updated.
• ”Web.config” on page 172 - Everyone needs to update this file.
• ”AssetManagement.config” on page 173 - Everyone needs to
update this file.
• ”site_scripts_path.asp” on page 173 - need updating if you are
using ASP pages.
• ”applicationAPI.asp” on page 174 - need updating if you are
using ASP pages.
• ”site_scripts_path.php” on page 174 - need updating if you are
using PHP pages.
• ”applicationAPI.php” on page 174 - need updating if you are
using PHP pages.
• ”PHP Templates” on page 175 - need updating if you are using
PHP pages.
• ”Application.cfm” on page 175 - needs to be completed if you
are using ColdFusion pages.
Web.config
The settings in the web.config file equate to the settings in the
CMS300 setup.xxx files. Update the following Web.config file
settings to reflect your current database, site location, and WSpath.
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Setting
How to Change
ConnectionString
ek_dbcatalog, ek_dbusername and ek_dbpassword are
no longer used. Update the information between the
<ConnectionString> tags to point to your:
•
•
•
•
server
database
user
pwd
ek_sitepath
Change the site path to your site’s webroot. For
example: /CMS300Sample/
WSpath
Change the web service path. For example:
http://localhost/CMS400min/Workarea/
ServerControlWS.asmx
Becomes
http://localhost/CMS300sample/Workarea/
ServerControlWS.asmx
AssetManagement.config
The domain needs to be changed from localhost to your domain.
For example:
DomainName="localhost"
becomes
DomainName="www.example.com"
site_scripts_path.asp
Update the path to the applicationAPI.asp file. For example:
<!-- #include virtual=”/cms300sample/cms300scripts/applicationAPI.asp” -->
becomes
<!-- #include virtual=”/cms300sample/Workarea/platforms/asp/
applicationAPI.asp” -->
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applicationAPI.asp
Update the WSDLpath to new location of your Web services file.
Update the CMS400 Workarea to the new location of the Workarea
folder. For example:
WSDLpath = "http://localhost/siteroot/WorkArea/WebServices/ContentWS.asmx"
becomes
WSDLpath = "http://www.example.com/WorkArea/WebServices/ContentWS.asmx"
and
CMS400WorkareaPath = "/siteroot/WorkArea/"
becomes
workareaPath = "/www.example.com/WorkArea/"
site_scripts_path.php
Update the path to the applicationAPI.php file. For example:
<?php
include_once ‘cms300scripts\applicationAPI.php’; ?>
becomes
<?php
#include_once ‘Workarea\platforms\asp\applicationAPI.php’; ?>
applicationAPI.php
Update the WSDLpath to new location of your Web services file.
Update the CMS400 Workarea to the new location of the Workarea
folder. For example:
$WSDLpath = "http://localhost/siteroot/WorkArea/WebServices/
ContentWS.asmx?WSDL";
becomes
$WSDLpath = "http://www.example.com/WorkArea/WebServices/
ContentWS.asmx?WSDL"
and
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$workareaPath = "/siteroot/WorkArea/";
becomes
$workareaPath = "/www.example.com/WorkArea/";
PHP Templates
When upgrading your Ektron CMS300 to Ektron CMS400.NET,
add the following line between the head tags for each template.
IMPORTANT!
This only needs to be done if you are upgrading from CMS300 to CMS400.NET
<meta http-equiv="Content-type" content="text/html; charset=utf-8" />
Application.cfm
Copy the settings in the
\workarea\platforms\coldfusion\application.cfm file into
the application.cfm file in the root of your site. These settings
supersede and replace current CMS300 settings and includes.
Alter the application.wsdlpath and application.workarea
values inside the application.cfm file to reflect the correct URL
of your CMS site.
Step 7: Create an IIS Application For Your Site
Perform this only if your site is not in your server’s webroot, or if
your Web site is not already set up as an IIS application
Ektron CMS400.NET must be an IIS application to run properly.
To see if your Web site is running as an IIS application, go to your
server’s Computer Management Console and view the Internet
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Information Services section. Use the following table to determine
if your Web site is running as an IIS application.
Microsoft
Windows
Version
Icon Next to
Your Site
Name In IIS
Web Site running
as an IIS
Application?
2003 Server
Yes
XP Professional
Yes
Any
No
If an IIS application needs to be created for your Web site, follow
these steps.
1. Click Start > Control Panel > Administrative Tools >
Computer Management.
2. In the left pane of the console, click Services and
Applications > Internet Information Services > Web Sites >
Default Web Site
3. Right click your Web site and select properties.
4. The following window appears.
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.
5. Click the Create button
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6. Your site is now an IIS application
7. Click OK.
Step 8: Make dmdata an IIS Application
1. Click Start > Control Panel > Administrative Tools >
Computer Management.
2. In the left pane of the console, click Services and
Applications > Internet Information Services > Web Sites >
Default Web Site > Asset Management > dmdata
3. Right click your Web site and select properties.
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4. Make sure that Read and Write are checked.
5. Click the Create button.
6. Click the Directory Security tab.
7. In the Anonymous access and authentication field click the
Edit button.
8. Uncheck Anonymous Access.
9. Uncheck Integrated Windows Authentication.
10. Check Basic Authentication.
11. Click OK.
12. On the ASP.NET tab select a 2.0 version of ASP.NET.
13. Click OK.
Step 9: Add Ektron CMS400.NET License Keys
You need to add your CMS400 license keys to the database. You
can use the builtin account to accomplish this. The builtin
account’s username is builtin and password is builtin.
WARNING!
You should only use the builtin account temporarily. As soon as possible, insert
the license key and log in under a user name assigned in Ektron CMS400.NET.
Below are the steps for adding license keys to Ektron CMS400.NET.
1. Navigate to your Web site’s Ektron CMS400.NET login page.
2. Click Login.
3. Use the username builtin and the password builtin.
4. Click Workarea.
5. Click Settings > Configuration > Setup.
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6. Click the Edit button (
).
7. Insert your license key and any module keys.
8. Click the Update button (
).
Step 10: Verify Installation
When first attempting to use the platform support, you may get a
timeout message as the Web services bridge is established for the
first time. If this occurs, wait several seconds and then refresh the
page or navigate to another page. Once the connection is
established, you will notice a speed improvement over the old
platform support in CMS300.
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Migrating Your Site to Ektron CMS400.NET
Migrating Your Site to Ektron
CMS400.NET
This chapter explains how to migrate your Web site to Ektron
CMS400.NET. This chapter explains
• What to copy to your Web site
• Setting up and deploying templates
This chapter assumes you installed Ektron CMS400.NET and have
read the Ektron CMS400.NET Administrator Manual so that you
have an understanding of basic concepts, some of which are
mentioned here.
Initial Steps
The following section describes tasks you need to perform before
migrating your Web site.
Installation
Ektron CMS400.NET requires a physical installation of the product.
If you do not have physical access to the machine, someone with
access to the machine must run the install.
For more information, see ”Installing Ektron CMS400.NET” on page 17.
Verify Installation
After you install Ektron CMS400.NET, verify that it is properly
installed by using the starter site. By default, the sample Web site
is located at the following address on the machine to which Ektron
CMS400.NET is installed.
http://localhost/siteroot/default.aspx
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If you can browse the starter site and it works properly, Ektron
CMS400.NET is properly installed.
Best Practices
Ektron recommends keeping a working version of the starter site. This
can be used to help you debug problems.
For instance, if you encounter errors on your site, you can refer to the
starter site to see if the same errors occur. If they do, that may indicate
a problem with the installation. If they do not, the installation is probably
OK and an external factor is causing the problem.
Setting up Your New Site
NOTE
You can use the Site Setup utility to perform these tasks. To launch this utility, go
to Start > Programs > Ektron > CMS400 > Utilities > Site Setup. To read about
it, go to ”Setting up a Site” on page 28.
Copy Application Core Files
Copy the application core files from the siteroot/workarea folder into
your site’s folder. These files operate the workarea, library, and
content functions.
Set up the Database
Since the content is stored in a database, you need to create one.
To learn how to set up a database, see ”Setting up a Database” on
page 34.
Modify Application Parameters
After you install and create the Ektron CMS400.NET database,
modify the web.config file that installed to the directory to which
you installed Ektron CMS400.NET.
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Edit that file and modify the following settings
Setting
Type in...
ConnectionString
Update the information between the
<ConnectionString> tags to point to your:
•
•
•
•
NOTE
server
database
user
pwd
If you are using SSL, the settings you need to modify are explained in
”Configuring SSL” on page 133.
Creating a Login Page
Now that everything is set up, you can create a login page. You
can either copy the one from the starter site or create your own.
A list of the content tags can be found in the Ektron CMS400.NET
Developer’s Reference Manual.
Log In
To log into your Ektron CMS400.NET Web site, follow these steps.
1. Browse to the login page you created and click the Login
button.
2. A login dialog box opens asking for a username and password.
3. Enter the default username (admin) and password (admin)
and click Login.
4. You are logged into Ektron CMS400.NET
NOTE
If you get a message that the application is locked, log in using the username and
password builtin/builtin. You get the message if your license key is invalid or has
not been entered yet.
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Modifying Configuration Settings
After you log in, access the Workarea by clicking on the Workarea
button. From there, you can modify the configuration settings.
Set up Active Directory
If plan to use Active Directory, configure this now. The settings for
Active Directory can be found in the Settings > Configuration
folder. Refer to “Active Directory Integration” in the Administrator
Manual.
Modify the Setup Screen
The Ektron CMS400.NET setup section is located under the
Settings > Configuration folder. The setup section allows you to
configure items such as your license key, style sheet support, max
content size, and default language.
See 'Configuring Ektron CMS400” in the Administrator manual for
more information.
Set up Metadata
Ektron CMS400.NET includes extensive metadata support.
Settings for metadata definitions can be found under the Settings
> Configuration folder in the Workarea. You can have as many
metadata definitions as needed.
See “Metadata” in the Administrator manual for more information.
Set up Smart Forms
You can also set up your Smart Forms. You create XML files
externally or via the Data Designer. Next, a Smart Form is
assigned to content blocks and folders.
See “Managing XML” in the Ektron CMS400.NET Administrator
Manual for additional information.
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Creating Ektron CMS400.NET Users
If you are not using Active Directory support, add your users
manually. The maximum number of users is determined by your
license key. For instance, if you purchase a 10-user license, you
can enter 10 users.
NOTE
If you exceed the licensed number of users, you may get locked out of Ektron
CMS400.NET.
Every user must belong to a group. When you first add a user, he
or she is automatically added to the Everyone group. You can
create more user groups and add users to them as desired.
For more information, see “Managing Users & User Groups” in the
Administrator manual.
Configuring Content and Forms Folders
Next, create folders to organize content blocks and forms. Create
as many folders as you want. Each folder level can go as deep as
you want.
Best Practices
Keep your folder structure simple so it’s easy for your users to
navigate. Organize folders in a way that makes sense to the users who
will navigate through them. So, you may have 6 or so top level folders,
and each folder may go 4 or so deep.
This folder structure is replicated under the Library folder.
As you create folders, you can assign a default template and style
sheet. The default template is used when a new content block is
created and Ektron CMS400.NET creates a Quicklink that points to
the new content block. If you do not provide a default template, it is
inherited from the parent folder.
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After creating the folders, assign permissions and workflow to
them. Permissions can be assigned to a user or a user group. The
same is true for the approval process.
Best Practices
Limit permissions for the “Everyone” group, as this gives every user
permissions to that content. Similarly, you should limit the “Everyone”
group’s inclusion in the approval chain if you want to restrict which
users can publish content.
Creating your Templates
Now you can create your templates. Templates contain the look
and feel of the site. Masthead, navigation, and footer graphics are
all part of the template. Use server controls to insert Ektron
CMS400.NET content into a template. A list of server controls is in
the Developer’s Manual.
Best Practices
Since dynamic templates include URL parameters, make each main
landing page and other important pages static tags. This makes it
easier for you to remember if you need to provide that link to someone.
For instance, each main landing page from your home page could use
the static tag. Then, as you go deeper into that section, subsequent
pages use a dynamic tag.
Migrating/Creating Content
At this point, you can begin to create/migrate your content. If you
are migrating content from an existing site, add a new content
block, and cut and paste the content into the Ektron CMS400.NET
editor.
NOTE
All images and files must be uploaded and inserted into the content separately.
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Deployment
Deployment from development to production is as simple as
moving the files over. To properly deploy your new Ektron
CMS400.NET Web site, following these steps.
1. Copy all assets (templates, images, files, etc.) from your
development box to your production machine.
2. Move the database. You have two choices
• point your data source on the production machine to the
database you were using
• copy the database, move it to your production box, and point a
data source to that
Advanced Features
The previous information allows you to create a basic Ektron
CMS400.NET Web site from scratch. This section explains some
advanced features that you may implement, although they are not
needed for the Web site to function properly.
Email Notification
For email notification to work in Ektron CMS400.NET, make sure
the SMTP service is setup and running in IIS, and that it points to a
valid mail server.
Refer to ”Configuring E-Mail for Tasks and Content” on page 110
for additional information.
Other
Other items, such as Load Balancing, can be configured in Ektron
CMS400.NET. Please see the special features section of the
Administrator Manual for more information.
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Appendix A: Creating a Web Site in IIS
Appendix A: Creating a Web Site
in IIS
NOTE
This text is adapted from Microsoft’s IIS help.
Adding Web Sites to Your Server
IIS lets you create multiple Web sites on a single server. To create
a new Web site, you must
• prepare the server and associated network services
• create a unique identity for the site
Preparing to Add a Web Site
Adding a Web site to a server requires careful preparation before
running the Web Site Creation Wizard. Consider these
recommendations.
• Review the methods of hosting multiple Web sites, and
determine which one is appropriate for your environment.
• Multiple Web sites can use the same IP address. But if you
decide to use a unique IP address for the new Web site, obtain
a static IP address from your organization or ISP. Then,
configure the server’s TCP/IP settings.
• If you use a host header name to identify the new Web site,
select a unique name. On a private network, the host header
can be an intranet site name. But on the Internet, the host
header must be a publicly available Domain Name System
(DNS) name, such as support.microsoft.com. Register a public
DNS name with an authorized Internet name authority.
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Appendix A: Creating a Web Site in IIS
• Update your name resolution system (typically DNS) with a
new record that contains the new IP address and site name.
For more information, see Domain Name Resolution in IIS
help.
• Standard Internet services use TCP port 80 by default. It is not
recommended to use any other port for HTTP services.
If you use a non-standard TCP port number to identify a new
Web site for special situations (such as a private Web site for
development/testing), select a TCP port number above 1023.
In this way, the number does not conflict with well-known port
numbers assigned by the Internet Assigned Numbers
Authority.
• Use Windows Explorer to create a home directory for the
content. Create subdirectories to store HTML pages, image
files, and other content as needed.
To organize home directories for multiple Web sites on one
server, create a top-level directory for all home directories, then
subdirectories for each site.
You can create a home directory
- on the local server
- as a uniform naming convention (UNC) path on a network
share
- as a URL that redirects clients to a different Web server
You can also create virtual directories that map to physical
directories. For more information, see “Setting Home
Directories” and “Using Virtual Directories” in IIS help.
• Determine whether to generate the Web site’s identification
number incrementally or from the Web site name. When you
create a new site using IIS 6.0, a Web site identification
number is randomly generated using the Web site name.
With IIS 5.1 and previous versions, site identification numbers
were generated incrementally. For example, because the
default Web site is created first, its Web site identification
number is 1. The next site created is 2. For more information,
see “DisableLazyContentPropagation in Global Registry
Entries” in IIS help.
• Create a home page that clearly identifies the new site.
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Appendix A: Creating a Web Site in IIS
Adding a Web Site
IIS provides two methods for adding a new Web site.
• The Web Site Creation Wizard
• The iisweb.vbs command-line script
IMPORTANT!
You must be a member of the Administrators group on the local computer to
perform the following procedure (or procedures), or you must have been
delegated the appropriate authority. As a security best practice, log on to your
computer using an account that is not in the Administrators group, and then use
the Run as command to run IIS Manager as an administrator. From the command
prompt, type runas /user:administrative_accountname "mmc
%systemroot%\system32\inetsrv\iis.msc".
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Appendix A: Creating a Web Site in IIS
Adding a Web site with the Web Site Creation Wizard
1. In IIS Manager, expand the local computer, right-click the Web
Sites directory, point to New, and click Web Site.
2. Click Next.
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3. In the Description box, enter the name of the Web site and
click Next.
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4. In the Enter the IP address to use for this Web site box, click
All Unassigned to allow HTTP to respond to all unassigned IP
addresses on the server, or click a specific IP address for the
site.
NOTE
In the Web Site Creation Wizard, All Unassigned refers to IP addresses
assigned to a computer but not a specific site. The default Web site uses all IP
addresses not assigned to other sites. Only one site can be set to use unassigned
IP addresses for a given port number. For more information on how sites are
identified, see Creating Multiple FTP Sites in IIS help.
5. The TCP port is assigned to port 80 by default. To use a
nonstandard port number to create a unique identity for a
private Web site, use the TCP port this Web site should use
box, and type a new port number above 1023.
6. In the Host Header for this Web site (Default:None) box,
type a host header name to identify a Web site. If you are
adding additional sites to a single IP address by using host
headers, you must assign a host header name containing the
full name of the site, for example, www.ektron.com.
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Appendix A: Creating a Web Site in IIS
7. If SSL encryption is enabled on the server, the SSL port box
appears. Type the SSL port number, and then click Next.
8. In the Path box, type or browse to the path of your Web site
home directory.
9. Web sites are configured for anonymous access by default. To
create a secure or private Web site, clear the Allow
anonymous access to this Web site check box, and click Next.
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Appendix A: Creating a Web Site in IIS
10. In the Web Site Access Permissions dialog box, select the
permissions for the home directory. Click Next, and then click
Finish.
To add a Web site with the iisweb.vbs command-line script
If the new Web site will be in a new directory, create the new
directory. Follow these steps to do that.
1. From the Start menu, and click Run.
2. In the Open box, type cmd, and click OK.
3. From the command prompt, switch to the systemroot\system32
directory.
4. Type cscript
iisweb.vbs /create Home DirectorySite Description"
/i IP Address /b Port
and click <Enter>.
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Appendix A: Creating a Web Site in IIS
For example, the following command creates a Web site called
MyWebSite on port 80 at IP address 123.456.789 with
c:\inetpub\wwwroot\newdirectory as its home directory.
cscript iisweb.vbs /create c:\inetpub\wwwroot\newdirectory "MyWebSite" /i 123.456.789 /b 80
NOTE
The iisweb.vbs script supports additional options for creating a Web site. To see
them, search for iisweb.vbs in Windows Help.
Related Topics
The following IIS help topics provide additional information.
To change properties on existing Web or FTP sites, see “Changing
Default Web Site Settings.”
To add virtual directories, see “Using Virtual Directories.”
To perform common tasks from command-line scripts, see “Using
Command-Line Administration Scripts.”
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What’s New in the 7.6 Release
What’s New in the 7.6 Release
The following 7.6 features are documented in the Ektron
CMS400.NET Setup Manual.
• Database support - As of 7.6, Microsoft SQL 2008 and 2005
SP2 are the only supported databases. If you are running an
earlier version, you must upgrade SQL before installing Ektron
CMS400.NET version 7.6
• The license keys have been restructured to accommodate
Ektron CMS400.NET’s new price structure. See ”License Keys”
on page vii.
• New for 7.6.5 - <system.diagnostics> area in the web.config
file is described in ”Settings in the web.config File” on page 95.
• New for 7.6.5 - <ektronCommerce> area in the web.config file
is described in ”Settings in the web.config File” on page 95.
• New for 7.6.5 - URL Aliasing is available with a standard
license.
• New for 7.6.6 - You are asked if you want to enable PCI
compliance during installation. See ”If your license key
supports eCommerce, this screen appears. To learn more
about PCI Compliance, see the following KB article: http://
dev.ektron.com/kb_article.aspx?id=26304” on page 40.
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What’s New in the 7.6 Release
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Additional Information
Additional Information
Supporting Documents
You can find more detailed information about Ektron CMS400.NET
in the following documents:
• Ektron CMS400.NET Administrator Manual, Version 7.6
• Ektron CMS400.NET Developers Reference Manual, Version
7.6
• Ektron CMS400.NET User Manual, Version 7.6
Support
If you are experiencing trouble with any aspect of Ektron
CMS400.NET, please contact the Ektron Support Team via our
Web Site, or by e-mail:
[email protected]
http://www.ektron.com/support/index.aspx
Sales
For questions and answers about purchasing Ektron CMS400.NET
from Ektron, contact the sales department by sending an e-mail to:
[email protected]
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