PART I TE RI AL Creating Your First Site with Umbraco MA CHAPTER 1: Installing for the First Time CHAPTER 2: The Umbraco Approach TE D CHAPTER 3: Document Types CHAPTER 4: Templates, Markup, and Master Pages GH CHAPTER 5: Using Macros RI CHAPTER 6: Languages and Dictionaries CO PY CHAPTER 7: Multiple Sites, Hostnames, and Localization
1 Installing for the First Time ‰ What are the steps for installing Umbraco? ‰ How do you upgrade your current site? ‰ Which Umbraco starter kit should you use and how do you install it? ‰ How do you apply and manipulate Umbraco skins? ‰ How do you find and install Umbraco modules? Users have installed Umbraco literally hundreds of thousands of times in a variety of environments — everywhere from an entry-level Windows XP machine, to multiserver load-balanced sites, and even to Microsoft Windows Az
x CHAPTER 1 INSTALLING FOR THE FIRST TIME a web root. All current versions of Internet Information Server (IIS) support multiple web roots so running from a web root is not an issue unless you are using IIS5 on Windows XP. See Chapter 14 if this is the case. Installing Umbraco using the Microsoft Web Platform Installer The best way to begin your Umbraco installation is by using the Microsoft Web Platform Installer (a free installation tool developed and supported by Microsoft).
Installing Umbraco Use the following steps to install Umbraco with the Web Platform Installer: 1. Launch the Web Platform Installer from the Microsoft Web Application Gallery (http:// www.microsoft.com/web/gallery/Umbraco). 2. Review the list of files that the Web Platform Installer will download and install.
x CHAPTER 1 INSTALLING FOR THE FIRST TIME FIGURE 1-3 FIGURE 1-4
Installing Umbraco 6. When the Web Platform Installer completes the installation process, click the Launch Umbraco CMS link to launch the Umbraco Installation Wizard. 7. When the Umbraco Installation Wizard loads in your browser, you see the Welcome screen (Figure 1-5). Click the Let’s get started! button to complete the steps required to configure your Umbraco installation. x 7 FIGURE 1-5 8.
x CHAPTER 1 INSTALLING FOR THE FIRST TIME FIGURE 1-6 FIGURE 1-7
Installing Umbraco x 9 FIGURE 1-8 11. Create an Umbraco user by providing a username, email, and password and then clicking the Create User button. You can also register for the Umbraco newsletter using the email address you provide by selecting the Sign up for our monthly newsletter check box as shown in Figure 1-9. 12. From the Starter Kits screen, you can browse descriptions of each of the Starter Kits by hovering over their icons.
x CHAPTER 1 INSTALLING FOR THE FIRST TIME FIGURE 1-9 FIGURE 1-10
Installing Umbraco x 11 FIGURE 1-11 14. Once the skin is installed you will see the You’re done screen as show in Figure 1-12. From this screen click the Preview your new website button to launch the skin editor or the Set up your new website button to launch the Umbraco backoffice. This screen also has a collection of useful links to additional information about getting started working with Umbraco.
x CHAPTER 1 INSTALLING FOR THE FIRST TIME FIGURE 1-12 Installing Umbraco Manually Although using the Microsoft Web Platform Installer to install Umbraco is strongly advised, cases may exist where a manual installation is desired. In such a case, you must manually complete the steps to create the IIS website, create the database, and set required permissions.
Installing Umbraco x 13 You may skip step 4 if you want to use the Microsoft SQL CE option later in the installation. 5. Download the latest Umbraco release from the Umbraco CodePlex home Downloads tab (http://umbraco.codeplex.com/). 6. Copy the Umbraco files from the .zip archive into the new folder. Make sure to unblock the .zip file from the Windows File Property dialog before extracting the contents. 7. 8. Open a web browser and navigate to the root of the new site.
x CHAPTER 1 INSTALLING FOR THE FIRST TIME FIGURE 1-14 10. Select the Microsoft SQL Server option in the Database Type drop-down list and enter the Connection Details you created in step 4 (see Figure 1-15). Click the Install button to create and configure the Umbraco database. 11. Once the database is installed and configured completely, click the Continue button as shown in Figure 1-16. 12.
Installing Umbraco FIGURE 1-15 FIGURE 1-16 x 15
x CHAPTER 1 INSTALLING FOR THE FIRST TIME FIGURE 1-17 FIGURE 1-18
Installing Umbraco x 17 FIGURE 1-19 15. Once the skin is installed you will see the You’re done screen as show in Figure 1-20. From this screen click the Preview your new website button to launch the skin editor or the Set up your new website button to launch the Umbraco backoffice. This screen also has a collection of useful links to additional information about getting started working with Umbraco. You now have everything you need to successfully run, build, and extend Umbraco.
x CHAPTER 1 INSTALLING FOR THE FIRST TIME FIGURE 1-20 Tips for Installing Umbraco in Special Environments One of the great strengths of Umbraco is its simple architecture, which enables it to adapt to a variety of installation and usage scenarios.
Upgrading Umbraco x 19 Security Settings in a Production Environment When installing to a production environment, you must take some additional considerations into account, and not the least of these are the security and access settings for the Umbraco site and related fi les (see the earlier A Note on Security sidebar in the “Installing Umbraco Manually” section). In addition you will likely create a backup routine for your Umbraco instance.
x CHAPTER 1 INSTALLING FOR THE FIRST TIME ‰ /umbraco ‰ /umbraco_client FIGURE 1-21 After the fi les are copied, open a browser and navigate to your Umbraco instance. The Umbraco Upgrade Wizard launches and guides you through the process to complete the site upgrade. In addition, you must remove any cache files located in the /app_data/TEMP/ folder, such as those generated by the client dependency loader, the Examine Search indexer, and the Umbraco document cache.
Utilizing Umbraco Starter Kits x 21 Performing a Version Upgrade When upgrading between single major versions, identifying all third-party components and Umbraco version-specific features is important. Breaking changes are noted in the major version’s release notes and in Umbraco-provided installation and upgrade guides. Aside from verifying that third -party components are compatible with the version to which you are upgrading, creating a backup of all modified fi les, dependent assemblies, ASP.
x CHAPTER 1 INSTALLING FOR THE FIRST TIME FIGURE 1-22 Installing a Starter Kit Umbraco starter kits take a best practices approach to site structure. Although the rest of this book deals with the Umbraco building blocks — document types, templates, and such — in great detail, after Umbraco has been installed, the Umbraco starter kits give a simple example of how you should structure a site, which is especially helpful for new Umbraco users.
Utilizing Umbraco Starter Kits x 23 FIGURE 1-23 If you’ve opted to skip installing a starter kit and want to dive right in, it is best to start by creating a simple document type, template, and content structure to familiarize yourself with Umbraco’s structure. Read on in this book for more on how to use Umbraco to create and manage your content. Remember though: the strongest recommendation for new Umbraco users is to install a starter kit and skin when installing Umbraco.
x CHAPTER 1 INSTALLING FOR THE FIRST TIME structure. A few minutes spent looking over the Homepage document type and template is time well spent understanding the Umbraco approach to defi ning data storage and layout. Blog Starter Kit The Blog starter kit contains all the elements of a blog site and demonstrates the Umbraco approach to keeping content organized in a date folder format. You can create a new blog post to see this feature in action.
Applying and Manipulating Umbraco Skins x 25 APPLYING AND MANIPULATING UMBRACO SKINS Umbraco skins are created by the Umbraco community members and can be installed from the Developer Packages section of the Umbraco back office. Basically, Umbraco skins enable you to change the look and feel of an Umbraco starter kit simply by applying the skin to a starter kit site. In addition, you can customize skins with user-defi ned text, colors, and images.
x CHAPTER 1 INSTALLING FOR THE FIRST TIME To access, install, and customize a skin, follow these steps: 1. Navigate to the Developer section, expand the Packages tree and click the Install skin icon. The available skins display in the right pane. Umbraco skins are stored in a central Internet repository so they can be kept current. An Internet connection is required to browse and install a skin. 2. 3. To install a skin, click the skin icon.
Applying and Manipulating Umbraco Skins x 27 colors, and images. In this way a single skin applied to a single starter kit can be unique from every other Umbraco site with the same starter kit and skin because of the customized text, colors, and images. When you install a skin, the dependencies defi ned by the skin author can be set using the Umbraco Skin editor. After a skin has been installed it can be customized. To customize an installed skin: 1.
x CHAPTER 1 INSTALLING FOR THE FIRST TIME template. Don’t worry about the terminology yet; this is just an example and all terms you see now are explained fully a bit later in this book. Using this simple example, you can include the following line in the starter kit’s MasterPage template so that any styles defi ned in the referenced CSS fi le will automatically apply to the starter kit site:
Finding and Installing Umbraco Modules x 29