Wiley Umbraco User's Guide
Contents
1. O Umbraco 4 6 1 Configura sp umbusersquide comlocal install default aspx installStep skinning umbraco 5 Starter Kit r 7 Install a Skin You can now further enhance your site by choosing one of these great skins This wil apply a default look and feel to al the pages in your site considerably reduang development time beet e re eS aa oO Preview 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 Obviously not all Umbraco installations will fit into the preceding step by step instructions The remainder of this chapter covers additional considerations for other installation scenarios and environments A NOTE ON SECURITY One item that some readers will no doubt notice is that the permissions settings in the preceding manual installation are less than optimal from a security per spective For a production or public facing website you will likely make some additional more finely grained adjustments to a site s home folder and files The website http our umbraco org wiki is a go2. gt Create a Microsoft SQL database or Microsoft SQL CE database prior to installing Umbraco gt Create and configure new websites in IIS Web Platform Installer 3 0 Umbraco CMS Umbraco CMS ts the framework that http www asp net http www wired co uk and over 85 000 other sites use to manage and deliver content and applications to millions of users Umbraco s modern UI pure NET architecture and active community make it the best choice for web CMS Umbraco ts easy to use simple to extend and integrates with existing systems More information Publisher umbraco org Download Size 7 67 MB Version 4 6 1 Release date Wednesday January 12 2011 Q Items to be installed FIGURE 1 1 You can find the Microsoft Web Platform Installer at www microsoft com web along with the latest versions of Umbraco and other web applications as well as any required dependencies In addition the Microsoft Web Platform Installer is available as an IIS extension at www iis net extensions WebPI and is integrated into web hosting control panels such as cPanel and DotNetPanel Using a web host s control panel to install Umbraco in a shared hosting environ ment can greatly simplify the installation process Installing Umbraco 5 Use the following steps to install Umbraco with the Web Platform Installer 14 Launch the Web Platform Installer from the Microsoft Web Application Gallery http www microsoft com web galle
3. Umbraco site s root Other modules use ASP NET generally C code which is either in the app_code or usercontrols folder in your Umbraco site s root Some Umbraco modules are installed when you install an Umbraco starter kit You can install Umbraco modules directly from the Umbraco Skin editor When working with the Skin editor for an Umbraco starter kit do the following 14 Click the Insert Module button from the toolbar A list of available modules appears as shown in Figure 1 27 2 Select a module and then click the area on the page labeled with Module Placeholder where you want to locate the module 30 CHAPTER1 INSTALLING FOR THE FIRST TIME C Settings Umbraco CMS i Simple website Simple dh C umbusersquide comlocal umbSkinning true amp umbSkinningConfigurator true bed Save QB Save and pubtisn El Customize skin j insert Module for building an Umbrace website The Simple website is very basic in form and provided without any design or functionality unless you add a Skin of course By installing the Simple Starter Kit you ll begin with a minimal site built on best practices You ll also enjoy the benefits of speaking the same language as the rest of the Umbrace community by using common properties and naming conventions Now that you know what the Simple site is it is time to get started using Umbraco FIGURE 1 27 You can learn more about Umbraco macr
4. Umbraco site that perfectly fits your needs Extending the Starter Kits The Umbraco starter kits are only a starting point Each is licensed with the MIT open source license which allows you to change add and remove any feature code or layout you want When you combine the Umbraco starter kits with the knowledge you gain from this book there are no limits to what you can accomplish With the addition of a skin and modules which are discussed later creating a complete website without writing one line of code is entirely possible After you add in some of the advanced tech niques discussed later in this book you will have the platform for building a myriad variety of websites Applying and Manipulating Umbraco Skins 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 defined text colors and images Umbraco skins build on the best practices approach of Umbraco starter kits by demonstrating the best way to implement styling and layout control in your site When you apply a skin to an Umbraco starter kit site the skin s styles are used in place of the existing starter kit site s styles The skin simply provides
5. a unique Cascading Style Sheet CSS file including any images required to achieve the layout defined by the CSS A skin can also add or change small portions of the starter kit site s HTML templates if needed You can roll back all CSS images and HTML changes to the starter kit s default skin for a site because Umbraco creates a backup of the starter kit s default skin when you apply a different skin By default you can only apply skins to the Umbraco starter kits as opposed to an arbitrary Umbraco site as skins depend on the starter kit s layout Umbraco automatically determines which skins you can apply to the currently installed starter kit and presents these in the skin selector You can select and apply a skin see Figure 1 24 either when you install an Umbraco starter kit or you can do so at a later time i Developer UmbracoC 1 4b e C umbusersquide comlocal umbraco umbraco aspx develope ap Cri Developer Developer Cache Browser Data Types Available skins Macros You can choose fram the following skins Packages E Umbraco package Repository ee ae Created packages 3 t pres ewe installed packages E Pe JUSt yet eli Install skin on it Install local package EE aan Scripting Files XSLT Files Inem oe ot Ce FIGURE 1 24 26 CHAPTER1 INSTALLING FOR THE FIRST TIME To access install and customize a skin follow these steps 1 Navigate to the Developer section expand the Package
6. and related images and script for a site If needed a skin may also change small snippets of HTML such as to add an ID to an HTML element or cre ate a new lt div gt for layout control In this way skins are kept as independent of a starter kit site s markup as possible and maintain maximum flexibility A skin may also introduce a unique set of scripts generally JavaScript to add functionality related to the skin In addition a skin may include images used for layout and styling FINDING AND INSTALLING UMBRACO MODULES Umbraco modules are small pieces of functionality that are compatible with the Umbraco starter kits and are open source licensed so that you may change the way the modules work if you want When you install an Umbraco starter kit such as the Simple starter kit some modules are installed for you The top navigation contact form and feed viewer are all examples of Umbraco modules Umbraco modules are simply Umbraco macros specifically designed to work seamlessly with Umbraco starter kits The modules may have dependencies on specific starter kit markup such as an HTML element id or a content placeholder id In most cases you can also use Umbraco modules with Umbraco sites that are not based on Umbraco starter kits Most Umbraco modules are created without compiled code which allows you to investigate the module or to alter it for your own specific use Some modules use XSLT which you can find in the xs1t folder in your
7. to use copy modify merge publsh disnbute subbcense and or sell copies of the Software and to permit persons to whom the Software fumished to do so subject to the following conditions The above copyright and this peomiseon notice shall be included in al copies or substantal portions of the software j RRANTIES OF MERCHANTABILITY FITNESS FOR AE LAR PUR E OE ENT SHALL TH AUTHORS 5 oR EPY RIGHT HOL DERS BE LIABLE FOR ANY CLAIM DAMAGES OF OTHER LLASILITY Wit ETHER IM AN ACTION DF CONTRACT bobad OR VEERNISE ARISING FROM OUT OF OR IN CONMECTION WITH THE SOFTWARE OR THE LERA OR OTHER DEALINGS IM THE SOFTWARE That s all That didn t hurt did it Accept and Continue FIGURE 1 14 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 Once the database is installed and configured completely click the Continue button as shown in Figure 1 16 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 17 From the Starter Kits screen you can browse descriptions of each of the Starter Kits by hover ing over the Starter Kit icons To install a Starter
8. Kit click one of the Install this kit buttons as shown in Figure 1 18 You can find more detailed information about the Starter Kits in the Utilizing Umbraco Starter Kits section later in this chapter Once the Starter Kit is installed you have the option of installing a skin from the Install a Skin screen You can preview a skin by hovering over the skin icon and install a skin by click ing the Install button as shown in Figure 1 19 Installing Umbraco 15 0 Umbraco 4 64 Configura i Ch C O umbusersguide com bocal installTinstallstep lt database Database configuration To complete this step you will either need a blank database or if you do not have a blank database available you can choose the SOL CE 4 embedded database The is the recommended approach for first time users or if you are unsure T you are not using the SOL CE 4 embedded database you will need the connection detalls for your database such as the conmection string You may need to contact your systern edministretor or weet host for this information 1 Do you have a Hank database already installed OR do you want to use a SQL CE 4 embedded database Yes No 2 Now choose your database type below Microsoft SOL Server 3 Connection details Please fill out the connection information for your database Server Database name Username Password FIGURE 1 15 O Umbraco 4 64 Configura aP umbusersguide com bocal instal
9. PART I Creating Your First Site with Umbraco gt CHAPTER 1 Installing for the First Time gt CHAPTER 2 The Umbraco Approach gt CHAPTER 3 Document Types gt CHAPTER 4 Templates Markup and Master Pages gt CHAPTER 5 Using Macros gt CHAPTER 6 Languages and Dictionaries gt CHAPTER 7 Multiple Sites Hostnames and Localization 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 Vv VV Y 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 Azure In the vast majority of these cases the installations complete successfully and take no more than a few minutes The first section of this chapter contains the Umbraco quick start instructions for facilitating a successful install Read it install Umbraco and then continue reading for additional considerations You can always find the latest released version of Umbraco on the Umbraco CodePlex home at http umbraco codeplex com from the Downloads tab The latest version of Umbraco is also available via Microsoft s Web Platform Installer and Web Application Gallery http www microso
10. The default Runway starter kit MasterPage template contains this markup lt asp contentplaceholder id cp_top runat Server gt lt div id top gt lt h1 id siteName gt lt a href gt lt umbraco Item runat server field siteName recursive true gt lt a gt lt h1 gt lt h2 id siteDescription gt lt umbraco Item runat server field siteDescription recursive true gt lt h2 gt lt umbraco Macro Alias RunwayTopNavigation runat server gt lt div gt lt asp contentplaceholder gt A skin might add a lt div gt element the lt div id menu class container gt to apply a particu lar style to the starter kit s navigation sections as follows lt asp contentplaceholder id cp_top runat server gt lt div id top gt lt h1 id siteName gt lt a href gt lt umbraco Item runat server field siteName recursive true gt lt a gt lt h1 gt lt h2 id siteDescription gt lt umbraco Item runat server field siteDescription recursive true gt lt h2 gt Finding and Installing Umbraco Modules 29 lt div id menu class container gt lt umbraco Macro Alias RunwayTopNavigation runat server gt lt div gt lt div gt lt asp contentplaceholder gt In this way an Umbraco skin can insert the HTML needed to achieve the desired styling without affecting the function of the starter kit site in any way Typically a skin should only change the CSS
11. a to public properties in your MET Controls wh Macro Caching Umbraco s terrific caching engine is also compatible with your own controls and even though it off connect xslt and user controls with the umbraco Debugging 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 Certainly the earlier quick start is a simple scenario intended for use on a single machine most likely a web builder s desktop or laptop but you can use this same procedure to install Umbraco on a netbook running Windows 7 or a web server run ning Windows 2008 This procedure is also appropriate for installing an evaluation instance for an install used to test a feature or to reproduce a defect as well as for a fresh start when building websites with Umbraco Debugging in a Development Environment For web developers especially those working with NET user controls integrated with Umbraco the ability to debug code while running Umbraco is important You can easily do this debugging by installing Umbraco onto the same physical machine that has Visual Studio installed This can be on a local development laptop a virtual machine or a remote development machine accessed via remote desktop You can also debug NET code in a running Umbraco instance on domain joined machines with the appropria
12. ckages ke Umbraco package Repository This section contains the tools to add advanced features to your Umbraco site Created packages as ee aA LT From here you can explore and install packages create macros add data types and much more Start by Install starter kit exploring the below links or videos E Inctall local package Scripting Files XSLT Filas Find out more Find the answers to your Umbraco questions on our Community Wiki Ask a question in the Community Forum t Find an add on package to help you get going quickly Watch our tutorial videos some are free some require a subscription Find out about our productivity boosting tools and commercial support Find out about real life training and certification opportunities Watch and learn Hours of Umbraco training videos are only a click away Want to master Umbraco Macros and more Spend a couple of minutes learning some best practices by watching Sections one of these videos about using Umbraco And visit umbraco ty for even more Umbraco videos y E ha f To get you started Cone Mezia Leere I 1 F L protected wot i Web User Control Agolication Manifest File Se Properties trom lea re Forum 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
13. e Starter Kits in the Utilizing Umbraco Starter Kits section later in this chapter Once the Starter Kit is installed you have the option of installing a skin from the Install a Skin screen Umbraco Skins are a simple way to make your Starter Kit beautiful You can preview a skin by hovering over the skin icon and install a skin by clicking the Install button as shown in Figure 1 11 10 CHAPTER1 INSTALLING FOR THE FIRST TIME Dy Umbraco4 6 4 Configura 4 umbusersquide comlocal install TinstallStep lt defaultUser umbraco 4 Create User oe Create User You Can now setup a new admin user to log into Umbraco we recommend using a stong password for this a password which is more than 4 Hanez Email Username Password v Strong password Confirm Password Sign up tor our monthly newsletter Create User FIGURE 1 9 0 Umbraco 4 6 4 Configura We E C umbusersquide comlocal install Tinstallstep skinning umbraco 5 Starter Kit Starter kits To help you get started here are some basic starter kits They have been tailored to swt common site igurations and install useful functionality such es blogs or image galleries Mouse over the mans to learn more about what the starter kits will install No Thanks Ido NOT wish to install Blog Personal Business a starter kit Install this kit install this kit Install this kit DoNOT install Simple Install th
14. e benefits of speaking the same language as the rest of the Umbrace community by using common properties and naming conventions Now that you know what the Simple site is it is time to get started using Umbraco FIGURE 1 25 Customizing a Skin You can customize an Umbraco skin using only the Umbraco Skin editor with no code required An Umbraco skin may contain dependencies Think of these as options that enable you to customize the skin for your own site s use You can use Umbraco skin dependencies to customize a starter kit site s text Applying and Manipulating Umbraco Skins 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 defined 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 Navigate to the Settings section expand the Templates tree and select the Starterkit Master template 2 Click the Modify Template Skin button on the right pane toolbar The Umbraco Customize Skin editor launches 3 Youcan customize the skin with your own text colors and images Using the Customize Skin editor you can enter text for text dependencies choose colors for color dependencies and choose and edit images for image depend
15. e from the following starter kits each having specific functionality Packages gt Ee Umbraco package Repository db Created packages jj install starter kit i E Install local package Scripting Files gt XSLT Filas Simple install this kit Simple contains the following func tenality The Simple Starter Kit is a basic site built with Umbraco best practices and is a great place to start with Umbraco The Simple site contains a simple Blog Install this kit Blog contains the following fune tionality The Umbraco blog site with loads of blag func tionality create posts receive and moderate comments Includes spam protection so you ll get Personal install this kit Personal site contains the following fune tonality The Personal Site Starter Kit contains a blog for your writing a jQuery driven gallery for your images about pages and a contact form everything you page structure and navigation only relevant comment need for your own space on elements as well as links to the web more information Developer Members 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
16. efaull aspx redir true amp url umbraco 1 Welcome A Upgrading Umbraco Weloome to the umbr co upgrade wizard This will make sure thal you upgrade safely from your old version to Umbraco version 4 6 1 As this is an upgrade the wizard might skip steps that are only needed for new umbraco installations kt might also ask you questions you ve already answered once But do not worry everything ts inorder Click Lets get started below to begin your upgrade Enjoy Lets get started FIGURE 1 21 After the files 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 gen erated by the client dependency loader the Examine Search indexer and the Umbraco document cache Unless explicitly stated in the release notes a patch release doesn t include data base changes In this case the upgrade wizard simply updates the current version number in web config Instead of running the wizard you can simply change this version number before copying the files to prevent the wizard from running To do so simply change the value of the lt umbracoConfigurationStatus gt key under lt appSettings gt in web config to the current version number For instance lt add key umbracoConfigurationStatus value 4 5 2 7 gt Verify per
17. encies see Figure 1 26 Settings Umbraco CMS Simple website Simple 4 umbusersquide comlocal umbSkinning true amp umbSkinningConfigurater true Upload image Crop and scale image rep Drag image with mouse to See crop area Scale Drag dider to choose size 0x or Cancel FIGURE 1 26 Modifying a Simple Umbraco Skin If you re comfortable editing HTML and CSS you can modify a skin further for your own use At its most basic an Umbraco skin contains only CSS to achieve the desired changes to a starter kit site s styles You simply include a reference to the skin s unique CSS file in the starter kit s MasterPage 28 CHAPTER1 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 defined in the referenced CSS file will automatically apply to the starter kit site lt link ref stylesheet type text css src css new_skin css gt lt link gt When you modify a skin you may need to add additional elements to a starter kit s MasterPage tem plate in order to apply the desired layout control To do this the skin alters the starter kit s default MasterPage template in this case by adding a single lt div gt element
18. for new Umbraco users is to install a starter kit and skin when installing Umbraco Installing and investigating any of the starter kits gives you an overview of how you might structure your own site The following sections discuss the various starter kits in detail Simple Starter Kit The Simple starter kit is the simplest and most semantically strict starter kit It has a generic struc ture and is the prerequisite for many modules and other Umbraco packages If you are new to web CMS and Umbraco in particular you should begin with this starter kit The Simple starter kit contains a home page and several subpages along with a navigation module The Simple starter kit is intentionally missing styling and images in order to focus on the 24 CHAPTER1 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 defining 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 After you have given your blog a name right click the blog site s home page and select Create then select Blog Post Notice that Umbraco creates the folders for year month and day automatically The Blog starter kit also contains macros that list the la
19. form Installer to install Umbraco is that only Microsoft SOL databases are supported If you want to install Umbraco using a MySOL database you must configure the database prior to running the installation from the Microsoft Web Platform Installer You then provide the database connection information during the Umbraco Installation Wizard database configuration step rather than during the Web Platform Installer configuration step 12 CHAPTER1 C Umbraco 4 6 1 Configura ap INSTALLING FOR THE FIRST TIME C umbusersquide comlocal install 7installStep theend umbraco You re done now what Excellent you are now ready to start using Umbrace one of the worlds most popular open source MET CMS can start by configuring your new site just dick Preview your new website and tollow the instruchons Or to start F you installed a starter kit adding content right away click Set up your new website Preview your new website Useful links We ve put together some useful links to help you get started with Umbraco Getting Started Guide OUr Umbrace or Set up your new website Sitebuilder introduction Document types A walktrough of how to create document types add properties to them and why document types are C Templates This tutorial walks through templates in umbraco version 4 We will see how to insert data into te 6 You re Done r Developer introduction Using NET User Contro
20. ft com web gallery umbraco This chapter offers a detailed overview for installing Umbraco with both the Microsoft Web Platform Installer and directly from the Umbraco installation file downloaded from the Umbraco CodePlex home INSTALLING UMBRACO The text in this chapter as well as the rest of the book assumes that you have a PC running Windows Vista or Windows 7 and have user permissions sufficient enough to allow for admin istrative actions If this is not the case or if you are installing to a different environment such as to a shared hosting account skip this section for now and refer to Chapter 14 which has troubleshooting tips One important item to note is that Umbraco is best installed as a website root rather than as a virtual directory under a web root so plan on running Umbraco from 4 CHAPTER1 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 ISS 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 Some advantages to using the Microsoft Web Platform Installer shown in Figure 1 1 are that the tool can gt Automatically detect and install required dependencies
21. 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 If you didn t install a Starter Kit when you installed Umbraco don t worry this section details how to install a starter kit and mod ules to an existing Umbraco installation If you ve already installed a starter kit you made a good choice With a starter kit installed you have a great starting point with some basic content templates document types and a macro or two One of the best ways to familiarize yourself with Umbraco other than reading this book is to dive in and inspect the structure of the document types the markup in the templates and the code in the XSLT macros Although the included starter kit samples are quite simple they also represent Umbraco best practices for creating a simple site and its structure If you didn t install a starter kit and have now decided you want to install one simply access the Install Starter Kit option from the Packages tree in the Umbraco Developer section see Figure 1 23 You can install skins from this section as well Utilizing Umbraco Starter Kits 23 0 Developer UmbracoC g umbusersquide comlocal umbraca umbraco aspx developer jee Crato Developer Starter kit Developer Install starter kit b Uy Cache Browser li Data Types Available starter kits b Oy Macros You can choos
22. ired settings and your specific settings is tricky at best Most users have the most success by using a file difference and merge tool to create new configuration files based on the new file and adding the settings from the older version where no conflict exists Some settings will need to be determined based on your specific requirements and the specific version being used for the upgrade for example XML schema changes from version 4 0 to version 4 5 and Umbraco user password format set in web config from version 4 5 0 to version 4 5 1 UTILIZING UMBRACO STARTER KITS Umbraco comes with four starter kits to help you get up and running quickly with your Umbraco installation These include the Simple starter kit the Blog starter kit the Personal starter kit and the Business starter kit Each of these starter kits contains a collection of document types templates and modules that make up a simple but complete site In addition you can customize each starter kit with a skin and additional modules discussed later You can either install Umbraco starter kits when you install Umbraco or at a later time from the Developer Packages section of the Umbraco backoffice as shown in Figure 1 22 22 CHAPTER1 INSTALLING FOR THE FIRST TIME 4 Developer Umbraco C ob umbusersguide com localumbraco umbraco asps developel qp Cui Developer Get Started Developer Cache Browser Data Types Macros Start here Pa
23. is kit Simple contains the following functionality The Simple Starter Kit is a besic site built with Umbraco best practices and is a great place to start with Umbraso The Simple site contains a simple page structure and navigation elements as well as links to more information FIGURE 1 10 Installing Umbraco 11 J O Umbraco 4 6 1 Configura 4 umbusersquide comlocal install default aspx installStep skinning umbraco 5 Starter Kit az Install a Skin You can now further enhance your ste by choosing one of these great skins This wil apply a default ook and feel to al the pages in your site considerably reduang development time 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 You re all done and Umbraco is ready for use complete with a fully functional web site and beauti ful skin As you can see when you compare the process to a manual installation as discussed in the next section using the Web Platform Installer greatly simplifies the setup and configuration of the website and database requirements for Umbraco A limitation of using the Microsoft Web Plat
24. l default aspxrinstallStep database umbraco 3 Database r Installing Umbraco The Umbraco database is being configured This process populates your chosen detebase with a blank Umbraco instance Continue FIGURE 1 16 16 CHAPTER1 INSTALLING FOR THE FIRST TIME Umbrace 4 6 4 Configura Y umbusersguide com localinstall TinstallStep defaultUser umbraco 4 Create User Fi Create User characters and contains a mix of letters numbe 2 make a note of thet an pa The password can be changed once you have camplated the installation and logged into the admin inter Hame Email Username Password Strong password Confirm Password Sign up tor our monthly newsletter Create User FIGURE 1 17 O Umbrace 4 64 Configura E C umbusersguide comlocal install tinstallStep skinning umbraco 5 Starter Kit Starter kits oviqurations and install useful functionality No Thanks Ido NOT wish z to install Blog Personal Business a starter kit Install this kit install this kit Install this kit DoNOT install Simple Install this kit Simple contains the following functionality The Simple Starter Kit is besic site built with Umbraco best practices and is a great place to start with Urmbraco The Simple site contains a simple page structure and navigation elements as well as links to more information FIGURE 1 18 Installing Umbraco 17
25. ler completes the installation process click the Launch Umbraco CMS link to launch the Umbraco Installation Wizard 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 Ci Umbraco 4 6 1 Configura lt gt umbusersquide comlocal install defaul aspx redir true amp url umbraco 1 Welcome A Welcome to the Umbraco installation Thanks for downloading the Umbraco CMS installer You are just a few minutes away from getting up and running The installer will take you through the following process 1 Accept the easy to read License 2 Setup a database There are a number of options available such as MS SOL Server MS SOL Express Edition and YSOL or you may wish fo use the Microsoft SQL CE 4 database You may need to consult your web host or system administrator 3 Set an Umbraco Admin password 4 You can then choose to install one of our great starter kits and a skin 5 But whatever you do don t forget to become part of the Umbraco community one of the friendliest developer communities you will find I s what makes Umbraco such a great product and so much fun to use Enjoy Lets get started FIGURE 1 5 To continue read and accept the Umbraco license by clicking the Accept and Continue button as shown in Figure 1 6 Because you selected Microsof
26. ls This video demonstrates how to use the umbraco Macro concept to quickly wrap a traditional ASR NET Macro Parameters With Umbraco Macro Parameters umbraco can send data to public properties in your NET New documentation Controls wh New Projects Forum Talk Stylesheets A walkthrough of how to create and modify stylesheets in umbraca Macro Caching Umbraco s terrific caching engine is also compatible with your own controls and even though it off What are macros A introduction to the concept of macros How they connect xslt and user controls with the umbraco Debugging 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 The following are the steps to complete a manual installation of Umbraco If you find yourself stuck on one of these steps try installing Umbraco using the Quick Start steps first and then return to this section later 1 Create a new folder with a unique name for your Umbraco installation on your local hard drive 2 From IIS Manager create a new site and set the home directory to be the new folder leave the remaining settings at the default 3 Set permissions on the new folder to allow the new site s application p
27. missions If you skip the Upgrade Wizard make sure to verify that you have correct file permissions for directories because the file copy process can reset them See step 3 of the Installing Umbraco Manually for reference Utilizing Umbraco Starter Kits 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 files dependent assemblies ASP NET user controls and all configuration files is essential The process to complete a version upgrade is generally 1 Gather information about changes to configuration files Identify third party components and related files Extract the version release from the archive Copy new or altered files to your installation Tee Apply changes to configuration files 6 Run the Umbraco Upgrade Wizard After the files are copied and the configuration files are updated open a browser and navigate to your Umbraco instance The Umbraco Upgrade Wizard launches and guides you through the pro cess to complete the site upgrade Updating your installation s configuration files to properly contain both a new version s requ
28. nded approach for upgrading an installation With all upgrades knowing whether your installation contains any modified source or files from the original distribution is important If so take care to make backup copies of these files In addition if your installation contains a customized web config file or other configuration file creating a backup of your configuration files for later use is essential Performing a Patch Upgrade Typically a patch upgrade contains no new functionality and requires no changes to configuration files Reading the notes associated with a new Umbraco release prior to installing or upgrading an installa tion is good practice because any changes to configuration files will be documented in the notes The process to complete a patch upgrade is generally as follows 1 Extract the patch release from the archive 2 Copy new or altered files to your installation 3 Run the Umbraco Upgrade Wizard see Figure 1 21 You can always find the latest release of Umbraco at the Umbraco home on CodePlex at http umbraco codeplex com releases Unless specified in the release notes you will only copy the following directories to your installation gt app_data gt join gt install 20 CHAPTER1 INSTALLING FOR THE FIRST TIME gt umbraco gt umbraco_client 4 Umbraco 4 6 1 Configura C Developer Umbrace C P umbusersquide comlocal install d
29. od starting point on what set tings to adjust 18 CHAPTER1 INSTALLING FOR THE FIRST TIME O Umbraco 4 6 1 Configura sp umbusersquide comlocal install 7installStep theend umbraco You re done now what Excellent you are now ready to start using Umbrace one of the worlds most popular open source MET CMS 6 You re Done r 7 TF you installed a starter kit you can start by configuring your new ste just cick Preview your new website and Tollow the instruchons Or fo start adding content right away click Set up your new website Preview your new website Useful links We ve put together some useful links to help you get started with Umbraco Getting Started Guide our umbraco org New documentation Hew Projects Forum Talk Set up your new website Sitebuilder introduction Document types A walktrough of how to create document types add properties to them and why document types are L Templates This tutorial walks through templates in umbraco version 4 We will see how to insert data into te Stylesheets A walkthrough of how to create and modify stylesheets in umbra ca What are macros A introduction to the concept of macros How they Developer introduction Using NET User Controls This video demonstrates how to use the umbraco Macro concept to quickly wrap a traditional ASP NET Macro Parameters With Umbraco Macro Parameters umbraco can send dat
30. ool identity usu ally this is the Network Service or Application Pool Identity account to Modify Read amp Execute and Write 4 From SQL Management Studio create a new database and assign a login to the dbo role for the database Make a note of the SQL instance name such as SQLEXPRESS the database name and the login name and password Installing Umbraco 13 You may skip step 4 if you want to use the Microsoft SOL 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 Open a web browser and navigate to the root of the new site 8 When the Umbraco Installation Wizard loads in your browser you will see the Welcome screen Figure 1 13 Click the Let s get started button to complete the steps required to configure your Umbraco installation 4 Umbraco 4 6 1 Configura Y oF umbusersquide comlocal install defaul aspx redir true amp url umbraco 1 Welcome A Welcome to the Umbraco installation Thanks for downloading the Umbraco CMS installer You are just a few minutes away from getting up and running The installer will take you through the following process Accept the ea o to read License 2 Set up a database The
31. os in Chapter 5 TAKE HOME POINTS After reading this chapter you should feel comfortable installing Umbraco for the first time Besides knowing how to install Umbraco using the Web Platform Installer or manually you should know what to do in special environments and how to upgrade Umbraco In addition you should understand the purpose of a Starter Kit and a skin The following list outlines what you should be taking home gt You should use the Microsoft Web Platform Installer for an error free installation You must pay close attention to your website s user permissions during manual installation You should use the sample checklist provided when upgrading Installing a Starter Kit is a quick way to get your site installed You can install a Skin to make your site beautiful Skins are easy to customize for your own use VvvVV VY Y Modules are small features that you can easily add to a Starter Kit
32. re are a number of options available such as MS SOL Server MS SOL Express Edition and MYSQL or you may wish fo use the Microsoft SQL CE 4 database You may need to consult your web host or system administrator Set an Umbraco Admin password You can then choose to install one of our great starter kits and a skin But whatever you do don t forget to become part of the Umbraco community one of the friendliest developer communities you will find It s what makes Umbraco such a great product and so much fun to use Enjoy Lets get started Waiting for umbusersquide com bocal FIGURE 1 13 9 To continue read and accept the Umbraco license by clicking the Accept and Continue button as shown in Figure 1 14 14 CHAPTER1 INSTALLING FOR THE FIRST TIME 10 11 12 13 14 4 Umbraco 4 6 1 Configura 4 umbusersquide comlocal install 7installStep license umbraco 2 License ry License Accept the license for Umbraco CMS By dicking the accept and continue button or by modifying the Umbraco Configuration Status n the web config you accept the icense for this software as specified in the text below The License MIT Copyright c 2002 2011 Umbraco 1 5 Permesion is hereby granted free of charge to any person obtaining a copy of this softwere and associated documentation fles the Software to deal in the Software without restriction nduding without imitation the rights
33. ry Umbraco 2 Review the list of files that the Web Platform Installer will download and install The list of installation files that the Web Platform Installer presents may only include the Umbraco Content Management System CMS component if you already have the required dependencies such as SOL Server and the NET Framework installed 3 Select the Microsoft SQL Server CE database option as shown in Figure 1 2 Web Platform Installation What type of database would you like to use SQL Server FIGURE 1 2 4 Select New Web Site from the Web Site drop down menu as shown in Figure 1 3 5 Enter the site information for Site Name Path Port Home Directory and Host Name The author recommends leaving the Umbraco CMS Application Name blank as shown in Figure 1 4 6 CHAPTER1 INSTALLING FOR THE FIRST TIME Web Platform Installation p Step 1 of 2 Enter your site information Umbraco CMS application name i http ocalhost 80 Web Site Name Physical path IP address FIGURE 1 3 Web Platform Installation Step 1 of 2 Enter your site information New Web Site bi Umbraco CMS application name i http umbusersquide com local 30 Web Site Name umbusersquide com local Physical path C Ninetpub wwwrootwmbusersgquide com local IP address Port 7 Host Name umbusersquide com local FIGURE 1 4 10 Installing Umbraco 7 When the Web Platform Instal
34. s 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 To install a skin click the skin icon 3 To customize an installed skin navigate to the Settings section expand the Templates tree select the Starterkit Master template and then click the Modify Template Skin button on the right pane toolbar The Umbraco Customize Skin editor will be launched and you can customize the skin with your own text colors and images see Figure 1 25 C Settings Umbraco CMS O Simple website Simple Iu C umbusersguide comlocal umbSkinning true amp umbSkinningConfigurator true lal ee j Save and publish F Customize skin fen skin Personalize your skin by defining colors images and texts Home Insi Footer Text Top Image Upload irage Unload im Ok or Cancel You could ako change to another shin Browse available skins The Simple Starter Kit gives you a bare bones website that introduces you to a set of well defined conventions for building an Umbrace website The Simple website is very basic in form and provided without any design or functionality unless you add a Skin of course By installing the Simple Starter Kit you ll begin with a minimal site built on best practices You ll also enjoy th
35. t SQL CE from the Web Platform Installer the correct data base options will already be set Click the Install button to complete the Umbraco database configuration as shown in Figure 1 7 Once the database is installed and configured completely click the Continue button as shown in Figure 1 8 8 CHAPTER1 INSTALLING FOR THE FIRST TIME C Umbrace 4 61 Configura umbusersguide com local install TinstallStep lt license umbraco 2 License License Accept the license for Umbraco CMS e button for by modifying the Umbraco Configuration Status n the web config you accept the ofed in the text below The License MITY Copyright ch 2002 2011 Umbeace IS oy cal LD Ea noht and this permission S BUT MOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY l 3 BE LLABLE FOR AMY CLAIM DAP F TRER THER That s all That didn t hurt did it Accept and Continue FIGURE 1 6 C Umbraco 4 6 1 Configura C umbusersguide com bocal install TinstallStep database umbraco 3 Database A Database configuration To complete this step you will either need a blank database or if you do not hawe a Mank database available you can choose the SOL CE 4 embedded database The amp the recommended approach for first Gime users or if you are unsure iot using the SQL CE 4 embedded Ml Wail the wannach Is for your data y Need to contact your system administrator or web host for this information 1 Selec
36. t which database option best fils you already have a blank SOL Server or MySQL database lwant to use a quick and simple file based database Iman advanced user let me put in the connection string I need help 2 Simple file based database ar Nothing bo configqure SOL CE 4 does net require any configuration Simply click the install button to continue Install FIGURE 1 7 11 12 13 If this is your first time installing Umbraco the author recommends selecting the Installing Umbraco 9 D Umbrace 4 6 1 Configura dh E umbusersquide comlocal install default aspx installStep database umbraco 3 Database Installing Umbraco The Umbraco database is being configured This process populates your chosen database with a blank Umbraco instance Continue FIGURE 1 8 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 From the Starter Kits screen you can browse descriptions of each of the Starter Kits by hovering over their icons To install a Starter Kit simply click one of the Install this kit buttons Simple Starter Kit as shown in Figure 1 10 You can find more detailed informa tion about th
37. te debugging tools installed and configured but that is beyond the scope of this book For this scenario check out the advanced developer sections of the Umbraco wiki http our umbraco org wiki Upgrading Umbraco 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 files see the earlier A Note on Security sidebar in the Installing Umbraco Manually sec tion In addition you will likely create a backup routine for your Umbraco instance Including both your Umbraco database and your Umbraco files in your backup is important to have a complete snapshot The author recommends reviewing the current backup documentation on the Umbraco wiki http our umbraco org wiki Other Installation Scenarios Of course other scenarios exist in which you might install Umbraco such as load balancing cloud installation Amazon EC2 or Microsoft Windows Azure distributed publishing and others These scenarios are supported but are outside the scope of this book For more information on them refer to the Umbraco wiki the Umbraco forum and Umbraco tv for more information UPGRADING UMBRACO The Umbraco Installation Wizard can manage patch upgrades e g 4 5 1 to 4 5 2 and single major version upgrades e g 4 0 to 4 5 gracefully and is the recomme
38. test blog posts on the blog site s home page list the blog posts in the archive and allow site visitors to submit comments related to a blog post The kit even applies a spam filter to submitted comments so your blog site is not inundated with comment spam The Blog starter kit is a great example of how you can allow user generated content comments in this case on your site It s robust enough for you to install and start blogging today without any changes required or you can use it as the basis for a blog site you customize further Personal Starter Kit The Personal starter kit is a complete site for your own personal home on the web with a summary Homepage and subpages for more about you The kit also includes a Gallery section where you can feature photos or images you provide in a web friendly gallery format The Personal starter kit is also a great starting place for a portfolio site as well where you might feature your own work whether it is photography graphics or poetry Business Starter Kit The Business starter kit is the starting point for a business presence on the web With the Business starter kit as a beginning a business can build a meaningful website in almost no time The Business starter kit includes a blog section with blog comment moderation tools a news section and a built in contact form As with all the Umbraco starter kits you can easily add new functionality or change the default functionality to create the
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