FAQ - Umbraco

Question
How to intall Umbraco 4.0.4.2 with Windows Server 2003, IIS 6 and SQL 2008 RE
Answer

Umbraco is a Content Management System (CMS) that is free and open source. This is a step by step installation guide for the installation of Umbraco version 4.0.4.2.

 

For current versions of Umbraco there is an automated install and update process described here:

https://umbraco.org/blog/2010/8/28/umbraco-web-platform-installer-feed-with-umbraco-452

 

NB: Some info has been blacked out in the screen shots below for security purposes

 

Pre-requisites:

Windows Server 2003 (Note: Umbraco can be setup using this guide on any Windows OS from XP upwards that has service packs to support net 3.5)

IIS 6 (IIS 7 can be used)

Microsoft SQL 2008 Express (Any SQL Server instance from 2005 on will work)

 

NB: This is the setup we are using in this tutorial however you still might find it useful if you have different versions of the software.

 

Steps:

First you will need to download Umbraco version 4.0.4.2 from here: https://umbraco.codeplex.com/releases/view/37337

 

Once the download has completed find the location where you downloaded it and move all of the files inside the downloaded .zip folder to where you want your website to be on your hard drive, for example C:\inetpub\wwwroot. It should look like the screen shot below:

 

Umbraco files in the directory

 

Now Umbraco is in place you will need to setup the database in SQL 2008.

 

First open up the "SQL Server Management Studio" by finding it in your start menu like in the screen shot below:

 

Opening SQL server 2008 RE from the start menu

 

In the window that appears you will be asked to connect to the server. Use the default details and click connect:

 

Log in to SQL

 

Once you are connected you will see a window with a panel on the left hand side with your computer's name and a list of SQL services below.

 

Right click on the databases folder and click "New Database":

 

New Database

 

 

In the window that opens, make the database name "UmbracoDBv4" and leave all the other settings as they are:

 

New Database 2

 

Click okay at the bottom right and the window will create the database then close.

 

Now, on the left hand panel you will see your new database named "UmbracoDBv4" listed in the "Databases" sub folder of your computer.

 

You will now need to create a login alias to allow Umbraco to use the database.

 

Right click on the "Security" sub folder on the left hand side panel and click New > Login:

 

New Login

 

 

In the "Login name" field type "umbracoUser".

You will also want to login with "SQL Server authentication" so click on the button next to that. Now in the password fields type "xxxxxx"

 

New Login 2

 

Next click "User Mapping" on the left hand side of the window.

 

Tick the checkbox next to your database in the box labeled "Users Mapped to this login:"

 

Now, in the box labeled "Database role membership for UmbracoDbV4", check the boxes for the following privileges:

 

  • db_datareader
  • db_datawriter
  • db_owner
  • public

 

Login User Mapping

 

Next click OK.

 

The program will then create the user and close the window.

 

You can see your newly created login alias in the "Security" → "Logins" folder on the left panel.

 

That is all for SQL so you can close the program.

 

We now need to set the file permissions for some folders inside the Umbraco installation folder.

 

Navigate to where you moved your downloaded Umbraco files (In this example, C:\inetpub\wwwroot). You will need to apply the next few steps to all of the files/folders listed below:

 

  • /Web.config
  • /Bin
  • /Config
  • /Css
  • /Data
  • /Masterpages
  • /Scripts
  • /Umbraco
  • /Umbraco_client
  • /UserControls
  • /Xslt

 

Step 1) Right click the file or folder
Step 2) Left click properties
Step 3) On the "Security" tab (If you have already added "NETWORK SERVICE skip to step 8") click "Add"
Step 4) Click "Locations", select "Entire Directory" and click OK
Step 5) In the box labelled "Enter object names to select" type "network service"
Step 6) Click "Check Names" and "network service" should become capitalize and underlined.
Step 7) Click OK.
Step 8) In "Groups or user names" select your newly created "NETWORK SERVICE"
Step 9) Make sure "Full Control" à "Allow" is checked and click OK.

 

 

Once you have repeated the steps above for each of the files and folders listed above (ignoring steps 3-7 once you have added the user "NETWORK SERVICE") we need to configure IIS.

 

Open up IIS from the start menu:

 

Open IIS from start menu

 

In IIS expand the bar representing your computer in the panel on the left hand side and expand the folder called "Web Sites".

 

IIS Websites

 

 

Now right click on the "Web Sites" folder and click "New" → "Web Site..."

 

Click next.

 

Type a description for your website and click next.

 

Website Description

 

In the IP address chooser, select your default IP address from the drop-down list

 

(To find your server's IP address, click start > run > type "cmd" and hit enter > type "ipconfig" and hit enter > find the appropriate internet connection > see your IP address listed in your connection details - should start with 192.168.x.xx)

 

Leave the port as port 80.

 

Click next.

 

Website Creation Wizard

 

 

Now click browse and navigate to the location of your Umbraco folder.

 

Leave "Allow anonymous access..." ticked.

 

Click next.

 

Website Creation Wizard 2

 

Make sure "Read", "Run", "Execute" and "Browse" are all ticked.

 

Click next.

 

Website Creation Wizard 3

 

Click finish.

 

You will now see your new site listed in the left hand panel in the "Web Sites" sub folder. Your Umbraco files will also be listed to the right of the panel.

 

After Website Creation Wizard

 

 

Now we need to make sure your site is setup to use the right version of ASP.NET.

 

Right click on the folder called "Application Pools" in the left hand side panel and click "New" → "Application Pool".

 

New Application Pool

 

 

Give it a memorable unique name like the name of your site or ASPNET2.

 

New Application Pool 2

 

Click OK.

 

Right click on your site in the left panel and click "Properties".

 

Website Properties

 

 

In the "Home Directory" tab change the "Application Pool" to the one you just created.

 

Site Properties

 

Now go to the "ASP.NET" tab and change the ASP.NET version to 2.0.50727.

 

Site Properties 2

 

Click OK.

 

Now select your site in the left hand side panel and click the icon that looks like a play button at the top of the screen to start your site:

 

Start Site

 

 

Now open up your site in a web browser like Internet Explorer or Firefox by going to "https://localhost/". Remember, if you made your port anything other than "80" you will have to append ":*port*" to the end of the address above as well.

 

On the Umbraco welcome screen that appears click next.

 

Install 1

 

Read the licence agreement and click next.

 

On the next page set "Type" to "Microsoft SQL Server".

 

Now Open "Microsoft SQL Server Management Studio" from the start menu. At the top of the panel on the left is a bar representing your computer. The first block of text before the first open bracket is your server name, then a backslash and the SQL instance name:

 

Instance Name

 

 

In this example it is "XYZ\AVAPA". Type your "*server name*\*instance name*" into the text box labelled "Server" on the Umbraco configuration page.

 

Set database name to "umbracoCMS".

 

Set the user to "umbracoUser".

 

Set the password to "xxxxxx".

 

Click confirm.

 

NB: If you get an error saying "Could not save the web.config file", make sure you have given full permissions to the parent folder of the web.config file located in your Umbraco directory.

 

Install 2

 

 

Click install.

 

The next page will be a confirmation page.

 

Install 3

 

Click Next.

 

Install 4

 

Click Next.

 

Here you will need to create a password for the Admin account. Enter your password into both password fields. The password should be 7 digits or greater and a mix of upper/lower case characters and symbols to get Umbraco's "Strong Password" rating, but it is not required to do so.

 

Install 5

 

Click "Change Password".

 

You will get a "Password Changed" confirmation. Click Next.

 

The next page asks if you want to install Runway. Runway is a set of templates that give you a head start in basic types of pages and other tasks. For the purpose of this tutorial we will take you through the process of installing it as well, however it is optional.

 

Check the button that says "Add 'Runway'" (remember; this is optional).

 

Install 6

 

Click Next.

 

The next page shows you a list of modules for Runway that are optionally installable. Each module is designed to help you with a specific aspect of your website. The default 4 shown on the page include a frequently asked questions module allowing you to add an FAQ section to your site that give your customers quick answers, standard top navigation that helps you build a template for the navigation system for your website, a contact form allowing you to setup a way for users to email you and a feed viewer that allows you to create RSS feeds.

 

Check the modules you want to install and click "Install selected modules" at the bottom left of the page.

 

NB: You can uninstall installed modules and install additional modules later.

 

Install 7

 

If you installed any modules you will see an installation confirmation page.

 

Click next.

 

You now have a choice between registering to receive notifications of version updates, newsletters and special offers, launching Umbraco, or getting further help and information.

 

To register, fill out the form with your name and email address.

 

To Launch Umbraco click the Launch Umbraco link.

 

To get further help and information click the "Further help and information" link.

 

Install 8

 

Congratulations! You have successfully setup Umbraco using Windows Server 2003, IIS and SQL 2008 Express.

 

If you have any more questions we have a good index of support pages for similar software/hardware on the website so feel free to take a look through.

If you found this information useful, please share it!


This FAQ was last updated on Wednesday, September 30, 2015

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