Installing the e-Business Sitefinity Sample Site

Choose these install instructions if you do not have an existing Sitefinity site and you want to install the Aptify user controls and the Sitefinity starter site for the fictitious International Coffee Executives (ICE) sample.

Use this install method if you are installing e-Business for the first time or if you have chosen to re-implement your existing site (overwriting any changes that have been made since the original install). See Updating an Existing e-Business Site if you want to upgrade your existing site to a later version of e-Business.

Follow these steps to install Aptify e-Business with the ICE starter site for Sitefinity:

• Step 1 - Installing Sitefinity
• Step 2 - Creating a New Sitefinity Site
• Step 3 - Installing e-Business

Step 1 - Installing Sitefinity

Consult the table below to see the supported version of Sitefinity for the sample site on your version of e-Business.

e-Business Version	Supported Version of Sitefinity
e-Business 5.5.3	Sitefinity 8.1 (version 8.1.5800)
e-Business 5.5.2	Sitefinity 7.1 (version 7.1.5200)
e-Business 5.5.1	Sitefinity 6.0 SP1 (version 6.0.4.4200)
e-Business 5.5	Sitefinity 4.4 (version 4.4.)

If you have a newer version of Sitefinity than the supported version, you must install the supported version of Sitefinity to successfully install the sample site, and then you can upgrade the site to the newer version using Sitefinity's Upgrade process. If you have an older version, you must upgrade.

Install the version of Sitefinity supported for your release of e-Business, if not already installed.

• Note that you must run IIS 7 in IIS 6 compatibility mode.
• See the Sitefinity Installation Guide for more information about installing your particular version of Sitefinity.
• Aptify does not distribute a version of Sitefinity with e-Business. However, Sitefinity offers a 30-day software trial. See the Sitefinity website for details. Note that since the supported version of Sitefinity for your e-Business release may not be available as a trial download, you will need to contact [e-mail] to request an evaluation copy of that particular version. Or, you can contact your Aptify Consultant or Aptify Technical Support for assistance obtaining the appropriate version.

Step 2 - Creating a New Sitefinity Site

This topic provides links to the procedures that are used to create a new Sitefinity site. Click the link for the procedure that is valid for the version of Aptify you are running.

• Creating a New Sitefinity Site (Version 5.5.1 and up)
• Creating a New Sitefinity Site (Version 5.5)

Creating a New Sitefinity Site (Version 5.5.1 and up)

Perform the following steps to create a new Sitefinity site when you are running e-Business version 5.5.1 and up.

 See the Sitefinity User Guide for more information about creating a new site.

1. Go to directory where you have Sitefinity Project Manager installed and run Sitefinity.exe by right-clicking on the file and selecting the Run as Administrator option.
2. Select Create New Project.
3. Verify the location for the project or Browse to the appropriate directory.
4. Enter a name, such as ebusiness, for the new site in the Project Name field and click Next.
   
   Sitefinity embeds an Application Name in many of its tables and assumes a specific path for links on some of the page (for example, it assumes that images are in a particular folder). Therefore, when installing the Sitefinity sample site, customers should name their site ebusiness and install it to localhost/ebusiness for best results and to ensure that the sample site loads properly.
   
   
   
   
5. Select Login or Select a license file and click Next.
6. Complete the project and click Finish.
7. After the site is created and the status is Online, double-click the new ebusiness project in the Project Manager. This opens the site in a browser window and will display a Project Startup wizard that walks you through the rest of the configuration process.
8. When prompted to select a database source, select Microsoft SQL Server.
9. Enter the name of the database server in the Server field.
10. Enter 1433 in the Port field if not already pre-populated.
11. Specify an account with the appropriate administrative database permissions (as required by Sitefinity – refer to the Sitefinity documentation for more information) in the Username field.
    
    
    • Note that when setting up the database connection for Sitefinity, Aptify recommends that you use an integrated security connection, if possible. If you decide to use an untrusted SQL Server user account, note that Sitefinity will store the user's password in plain text within the web.config file. So, in this case, you should use an account other than sa that has limited access to the SQL Server.
       
12. If not using Windows Authentication, enter the password of the administrator account in the Password field.
13. Enter the name for the Sitefinity database to create (Aptify recommends using ebusiness) in the Database field.
    
    
    
14. Select Continue.
15. Complete the fields on the Registration page to set up the first user. For the e-Business sample site, enter admin as the Username and Admin11 as the Password. When finished, select I'm done.

• • This is the username and password that will be used to administer the ICE starter site in Sitefinity. This information can be changed (or additional administrators added) at a later date as needed after you complete the installation of the e-Business sample site. See the Sitefinity User Guide for more information.

Creating a New Sitefinity Site (Version 5.5)

Perform the following steps to create a new Sitefinity site for e-Business version 5.5.

• Create a New Sitefinity Database
• Create a New Sitefinity Site and Update IIS Settings

Create a New Sitefinity Database

Sitefinity requires the creation of SQL database to be used with a new Sitefinity site. Follow these steps to create the new database.

1. Open Microsoft SQL Server Management Studio 2008 and connect to the SQL Server that hosts Aptify.
2. Expand the SQL Server in the Object Explorer and select New Database from the Databases context menu.  
   
    
3. Enter the name ebusiness for the new Sitefinity database in the Database Name field and click OK to create the new database.

• • Sitefinity 4 embeds an Application Name in many of its tables and assumes a specific path for links on some of the page (for example, it assumes that images are in a particular folder). Therefore, when installing the Sitefinity 4.4 sample site, customers should name their site ebusiness and install it to localhost/ebusiness for best results and to ensure that the sample site loads properly.

Create a New Sitefinity Site and Update IIS Settings

Follow these steps to create a new Sitefinity site:

 See the Sitefinity User Guide for more information about creating a new site.

1. Go to directory where you have Sitefinity Project Manager installed and run Sitefinity.exe by right-clicking on the file and selecting the Run as Administrator option.
2. Select Create New Project.
3. Verify the location for the project or Browse to the appropriate directory.
4. Enter a name, such as ebusiness, for the new site in the Project Name field and click Next.
   
   Sitefinity 4 embeds an Application Name in many of its tables and assumes a specific path for links on some of the page (for example, it assumes that images are in a particular folder). Therefore, when installing the Sitefinity 4.4 sample site, customers should name their site ebusiness and install it to localhost/ebusiness for best results and to ensure that the sample site loads properly.
   
   
   
5. Select Login or Select a license file and click Next.
6. Complete the project and click Finish.

7. Close the Project Manager.

8. Under Administrative Tools, launch the IIS (Internet Information Services) Manager. 

9. Under the Connections, select the Default Web Site from the directory tree.
   
   Expand the tree by clicking on the plus sign to left of the area you would like to view.
    

10. Right-click on ebusiness and select Convert to Application.

11. On the Add application box click the Select button, change the drop-down to ASP.NET v4.0, and click OK.

12. Click OK to close the Add Application dialog.
    
     

13. In IIS select Authentication.

14. Right-click on Anonymous Authentication and select Edit.

15. Select Application Pool Identity and click OK.
    
    Note that you may need to provide elevated permissions to the web site folder in order for the Sitefinity site to run properly. Refer to the Sitefinity installation documentation for details.
     
16. Open an Internet browser. Go the following URL: http://localhost/ebusiness/Sitefinity.
17. Select Microsoft SQL Server.
18. Enter the name of the database server in the Server field.
19. Enter 1433 in the Port field if not already pre-populated.
20. Specify an account with the appropriate administrative database permissions (as required by Sitefinity – refer to the Sitefinity documentation for more information) in the Username field.
    • Note that when setting up the database connection for Sitefinity, Aptify recommends that you use an integrated security connection, if possible. If you decide to use an untrusted SQL Server user account, note that Sitefinity will store the user's password in plain text within the web.config file. So, in this case, you should use an account other than sa that has limited access to the SQL Server. 
21. If not using Windows Authentication, enter the password of the administrator account in the Password field.
22. Enter the name for the Sitefinity database to create (Aptify recommends using ebusiness) in the Database field.
    
    
    
23. Click Continue.
    • Clicking Continue may produce a server error page stating tha the "Role feature is not enabled." However, refreshing the page should correct the issue. 
24. Complete the fields on the Registration page to set up the first user. For the e-Business sample site, enter admin as the Username and Admin11 as the Password. When finished, select I'm done.

• • This is the username and password that will be used to administer the ICE starter site in Sitefinity. This information can be changed (or additional administrators added) at a later date as needed after you complete the installation of the e-Business sample site. See the Sitefinity User Guide for more information.

Step 3 - Installing e-Business

Choose these install instructions if you want to install the Aptify user controls and the ASP.NET sample site.

1. Create a new domain account or identify an existing domain with a valid license account to use on the e-Business server.
   • This is the user account that the e-Business server will use to communicate with the Aptify database server.
   • See Specifying an e-Business Server User Account for more information.
   • For DMZ installations outside of your organization's domain, see Installing e-Business in a DMZ Environment.
2. Add the designated domain account as a trusted user in Aptify, with the appropriate privileges.
   • Note that this user must be assigned a valid user license to successfully communicate with the database server.
   • You must link this account to an Employees record.
   • The specific permission set required for the e-Business user depends on the type of user activity that will be conducted on your website. For testing and development environments that use Aptify sample data, add the e-Business user to the Users group.
   • See Creating User Accounts.
3. Using Microsoft SQL Server Management Studio, back up the APTIFY database before continuing.
4. Log in to the Web server that will host the e-Business site with an account that is an administrator on that server.
   • If using Windows Integrated Security (i.e., using a trusted user based on Windows credentials) when installing the e-Business site, you must be logged in as a trusted user with system administrative privileges (in other words, your user needs to be in the computer's Administrators group).
5. Install the Aptify Windows Desktop client on the e-Business server. See Installing the Aptify Desktop Client. 
6. Download the installation ZIP file for your release to a folder on the computer and unzip its contents.
   • e-Business 5.5.3: APTIFY_553_eBiz_FULLSETUP.zip
   • e-Business 5.5.2: APTIFY_552_eBiz_FULLSETUP.zip
   • e-Business 5.5.1: APTIFY_551_eBiz_FULLSETUP.zip
   • e-Business 5.5: APTIFY_550_eBiz_FULLSETUP.zip
   • Run the installation program locally on the computer; do not run it over the network.
7. Browse to the location of the installation files and right-click on the Setup application (look for the Setup file with the Aptify "A" icon). Select Run as Administrator to launch the installation program.
   • The Run as Administrator option bypasses the server's User Access Control (UAC) for the duration of the installation.
8. When prompted, enter login information for the database server, specifying an account with system administrator privileges (such as sa).
   • If you are logging in as a trusted user based on Windows credentials, select Use Windows Integrated Security.
   • If you are logging in as an untrusted user using SQL server security, select Specify a User Name and Password. 
9. Click OK to continue.

10. Review the information on the Welcome screen and click Next to continue.

    The database server must have the supported Aptify version installed prior to installing e-Business. The installer will check the database's version, and you will be unable to proceed with the installation unless Aptify meets this requirement. The following table identifies the supported version of Aptify for the e-Business releases:

    e-Business Release	Requires this Aptify Release
    e-Business 5.5.3	Aptify 5.5.3
    e-Business 5.5.2	Aptify 5.5.1 or Aptify 5.5.2
    e-Business 5.5.1	Aptify 5.5.1
    e-Business 5.5	Aptify 5.5

    
    If this installation is for an e-Business 5.5.2 environment, know that these instructions assume you are installing on a system running Aptify 5.5.2 or later. If you are running on Aptify 5.5.1, contact Aptify Technical Support for additional instructions.

11. Review the set of requirements to install e-Business. If your environment does not meet one or more of the specified requirements, click Cancel to abort the installation. Otherwise, click Next to continue.
    • See  e-Business System Requirements for more information on the e-Business requirements.
12. In the Specify Installation Details screen, select the CMS Site option.
13. Select the Configure IIS and Update Web.config option.
14. Specify the trusted user account that you want to use for the e-Business website in the e-Business User field.
15. Enter the password for this user in the e-Business PWD and Confirm Password fields.
16. Specify the URL for the site in the Website field. This field defaults to localhost.
17. If you are installing e-Business 5.5 or 5.5.1, enter ebusiness (as created in Step 2 - Creating a New Sitefinity Site) as the VIrtual Directory to use for the e-Business website.
    • The default location of the e-Business website is automatically populated in the Website Location field based on the Virtual Directory field. 
18. Specify the location where the e-Business website files should be installed on the Web server in the Website Location field.
    • This is the location where you created the Sitefinity site. See Step 2 - Creating a New Sitefinity Site.
    • When integrating with Sitefinity, the default location of the installation folder is C:\inetpub\wwwroot\ebusiness 
19. Check both Install Sitefinity Controls and Include Sample Site Pages.
20. Verify the name of the Database Server.
    • The Database Server field is automatically populated after the previous step is performed.
21. Enter the name of the database (identified when setting up the Sitefinity site in Step 2 - Creating a New Sitefinity Site) in the Database Name field.
22. Verify/select a login method for the database administrative user to access the database:
    • The installation populates the login credentials based on the information you specified in the first step of the setup program. You should modify this as necessary. The Sitefinity Database Login should match the database user account you specified when setting up the Sitefinity project in Step 2 - Creating a New Sitefinity Site.
    • If using Windows Integrated Security (i.e., using a trusted user based on Windows credentials) select the Integrated Security option. You must be currently logged in as a trusted user with system administrative privileges to the SQL Server.
      • If Integrated Security is selected, Aptify accepts the login credentials (for the user that is currently logged in to the Web Server) that have already been authenticated by the Windows Domain and a username and password does not have to be specified.
    • If not using integrated security, specify a user with the appropriate administrative privileges in the DB Admin User field as well as the password for the administrative user in the DB Admin PWD field.
      
23. Enter a location on the SQL Server to which your user account has read/write access in the UNC Path to a Drop Directory on the SQL Server field. (This is the Windows domain account you have used to log into the Web server.)
    • You must enter the location's path in the UNC (Universal Naming Convention) format. This location should be a shared drive or folder on the server.
    • During installation, the installer copies a database backup file that contains the sample site pages to the location you specify on the server that hosts the Sitefinity database (See Step 2 - Creating a New Sitefinity Site for details). Therefore, the account currently logged into the Web server must have read/write access to that location on the database server. The account that runs the SQL Server process on the database server also needs to have read access to backup drop directory.
24. Click Next to continue.
25. Review the Server Option screen and choose one of the following options:
    • To install only the sample site and Sitefinity controls, do not select any check boxes on this screen. This option is only applicable if you have previously installed the e-Business Server -Components on the Aptify database server.
    • To install the e-Business Server Components but not the sample data, select the Install Server Components option.
      • This option installs the e-Business entities on your database server.
      • While you can run the installer multiple times to create multiple e-Business sites that communicate with the same database server, you should only install the e-Business entities on your database server once.
    • If you want to install the e-Business server components and sample data, select the Install Server Components and Install Sample Data options and enter a location on the SQL Server to which your user account has read/write access. (This is the Windows domain account you have used to log into the Web server.)
      • You must enter the location's path in the UNC (Universal Naming Convention) format. This location should be a shared drive or folder on the server.

      • During installation, the installer copies a database backup file that contains the sample data to the location you specify on the server. Therefore, the account currently logged into the Web server must have read/write access to that location on the database server. The account that runs the SQL Server process on the database server also needs to have read access to backup drop directory. 

        Only select the Install sample data option if you installed the sample CRM data on the Aptify server during initial installation since there are dependencies between the e-Business sample data and the CRM sample data. Also, for best results when using sample data, you should run the e-Business installation immediately after installing the Aptify server and the CRM sample data.

    • If installing the sample data, specify the URL for the e-Business sample site in the e-Business URL field. The system uses this URL within the sample Web Articles RSS Feeds record.
      
26. Click Next to continue.
27. Click Finish to begin the e-Business installation.
28. Click OK when prompted that the installation is complete.
29. Restart the IIS service.
    • Although technically not required, restarting the IIS service will ensure that all existing sessions connected to the Web server are terminated before the website is used.
    • You can restart the IIS service from either the Internet Information Service (IIS) Manager or from the Windows Services dialog.
30. Connect to the sample site to confirm that it loads properly.
    • Open a Web browser window and enter the following address to connect to the sample site: http://localhost/ebusiness
    • If connecting from another computer on the network, enter http://[server name]/ebusiness in the browser window.

    • If the site fails to load with a PageHandlerFactory-Integrated error, try repairing the server's .NET 4.0 installation or re-register ASP.NET with this command (update the .NET 4 version in this command to match the version on your server):
      
      

      %windir%\Microsoft.NET\Framework\v4.0.30319\aspnet_regiis.exe -i 

      
      
      
      

If you are installing e-Business 5.5.2 and you plan to enable the e-Business/Sitefinity single sign-on feature, ensure that the Sitefinity user authentication is configured to use Forms Based authentication. For more information about configuring Sitefinity, refer to the attached Aptify e-Business 5.5 Developer Guide.