Installation Guide for Demo Site Using VMware Image

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1 SC Printers Inc. Installation Guide for Demo Site Using VMware Image Author: Sitecore Corporation Date: 9 th May 2006 Release: Revision 1 Language: English Sitecore is a registered trademark. All other brand and product names are the property of their respective holders. The contents of this document are the property of Sitecore. Copyright Sitecore. All rights reserved. Sitecore Corporation Meldahlsgade 5, Copenhagen V Danmark Sitecore. T: Content Delivery info@sitecore.net F:

2 Contents: 1 Installing the SC Printers Inc. demo site Limited usage Sitecore license file Getting VMware Hardware requirements 3 2 Installation notes for VMware Obtaining the virtual image Add image to the virtual server Settings for the image Start the virtual machine 9 3 Testing the SC Printers Inc. demo site Add the website to Trusted sites in your browser Allow pop-ups for the website 12 4 General performance recommendations Improving performance RAM Other recommendations 14 5 Setting up additional modules SharePoint 15 6 Troubleshooting License has expired No IP address can be found Other problems 16 7 Background information on virtual machines 17 Sitecore Demonstration VMware Installation guide Page 2 of 17

3 1 Installing the SC Printers Inc. demo site This document describes the procedure for setting up the SC Printers Inc. Sitecore demo site using a virtual machine. When you install a virtual machine on your own computer, you are essentially going to be able to run a complete pre-installed Windows Server 2003 with Sitecore, SQL Server, IIS, etc. Please note, that the demo site is also available as a zip-file that can be used for installation on the local computer or on a server. 1.1 Limited usage Important issues regarding the usage of the virtual machine images: The demo distribution is for demonstration purposes only! It cannot be used for production or other work tasks not related to a demonstration. Not fulfilling either of these limitations is a violation of the Microsoft, VMware and / or Sitecore license terms and conditions. 1.2 Sitecore license file The distribution includes a time limited license issued for demonstration purposes of Sitecore only. You may order upgraded license files via the Sitecore Partner Network. 1.3 Getting VMware VMware offers a free player, which can play virtual images including those originally created for usage with Microsoft Virtual Server 2005 or Microsoft Virtual PC If a Microsoft product is preferred (Virtual Server or Virtual PC), please refer to the installation guide for these (separate document). The VMware software and further information on VMware can be found at Choosing the VMware Player (downloadable from provides a free virtual image player, which is sufficient for running the virtual machines containing the demo site SC Printers. The VMware Player is recommended for usage, if no Microsoft Partnership has been established, or if the client is below the requirements for running Microsoft Virtual Server 2005 or Microsoft Virtual PC As it requires less computational power in the client, it is also recommended if performance is of utmost importance. 1.4 Hardware requirements In order to run the virtual machine with reasonable speed it is highly recommended that you have at least 1,5GB of RAM, preferably more. After the installation, please refer to section 5 to tune your setup for the best demo presentation. Sitecore Demonstration VMware Installation guide Page 3 of 17

4 2 Installation notes for VMware This installation guide shows the steps for installing the virtual machine image in VMware Player. If install notes are required for Microsoft Virtual Server 2005 or Microsoft Virtual PC 2004, please refer to the document InstallationGuideVirtualImage. For installation instructions of the software, please refer to VMware for installation instructions. 2.1 Obtaining the virtual image The virtual image will be available for download at SPN as a zip file. The image distributed can be used with the Virtual Server as well as the Virtual PC. No separate distribution is available for VMware. The zip file can be expected to be updated regularly with new functionality, content or tweaking, which means the download area should be viewed on a regular basis for new versions of the image. To obtain the virtual image, please visit SPN.sitecore.net. 2.2 Add image to the virtual server Complete the following steps to install the virtual machine image in VMware: 1. Unzip the zip-file with the image in the desired location of your choosing. 2. Open VMware. During each opening, it will automatically open a dialog box for choosing a virtual image. 3. Navigate to the location, where the virtual image was unpacked. Notice that VMware looks for a VMware file (.vmx) by default. In the initial launch of the demo site, change the file type to Virtual PC/Virtual Server files (*.vmc) in order to locate the image. It should be noted, that the file type needs only be changed in order to use a new image, as VMware automatically creates its own config file (.vmx), which can be loaded in subsequent demonstrations. Sitecore Demonstration VMware Installation guide Page 4 of 17

5 4. Open the selected image, and VMware begins to import the image. Then the image is started up as a normal computer. The VMware logo is displayed instead of the typical BIOS startup, but the operating system (Windows) is started as on an ordinary Windows machine. Sitecore Demonstration VMware Installation guide Page 5 of 17

6 5. When the login screen appears, special key combinations are used to gain control as well as operate inside the VMware. In order to get control of the VMware window: Ctrl + G. This will also limit the mouse to move inside the VMware window only. In order to return control to the computer type Ctrl+Alt. In order to gain access to the login prompt in the virtual image, type: Ctrl+Alt+INSERT Sitecore Demonstration VMware Installation guide Page 6 of 17

7 If the typical Ctrl+Alt+Delete is used, VMware as well as the local computer will respond. In case this happens, VMware provides a brief message informing of the problem: When the login screen is available, login with: Username: Administrator Password: Sitecore Demonstration VMware Installation guide Page 7 of 17

8 8. VMware is now running the image, where a few things may need to be adjusted in order to perform the best presentation. 2.3 Settings for the image When the image is running in VMware, a few settings may improve the performance. 1. A better performance can be achieved by assigning more memory to the Virtual Server. From the menu, select Player» Troubleshoot» Change Memory Allocation. 2. A dialog box opens in which a new memory allocation can be set. Sitecore Demonstration VMware Installation guide Page 8 of 17

9 Recommendations are already made according to a minimum setting, recommended setting and a maximum setting of RAM. In the image above a recommendation is made with a maximum on 796 MB RAM. This is calculated for the actual computer hosting the VMware and it is not a general recommendation (the computer used in this example has 1 GB RAM). Sitecore recommends: If the computer has 1.5 GB RAM, assign 1 GB to the virtual machine. If 2 GB RAM is available, assign 1.5 GB RAM to the virtual machine. The system should now be ready for use. 2.4 Start the virtual machine Upon starting the virtual machine VMware will ask for an image to use. Contrary the Microsoft Virtual Server 2005 and Microsoft Virtual PC, it does not provide a list of previously installed images for selection. Instead the image must be selected each time the VMware is started. However, a configuration file of the virtual machine is preserved by VMware, so continuation of work on the virtual machine can be achieved. 1. Start VMware either from a shortcut on the desktop or on the Start menu: Start» All Programs» VMware» VMware Player. 2. This opens a dialog in which the image file can be selected. If the image has been opened before, VMware has created its own file (.vmx) containing configuration settings of that machine. Has the image been opened before with VMware, select the VMware.vmx file. Sitecore Demonstration VMware Installation guide Page 9 of 17

10 3. VMware restores the last state of the selected image in a few seconds. Notive that a renewed start of the virtual Windows machine is not performed. Sitecore Demonstration VMware Installation guide Page 10 of 17

11 4. The image is ready to use. Sitecore Demonstration VMware Installation guide Page 11 of 17

12 3 Testing the SC Printers Inc. demo site The installation of the demo site should now be up and running. In order to test the installation, navigate to in a browser. On the initial attempt to access the site, the browser may become unresponsive for a few minutes while the IIS recompiles and loads the demo site. To access the Sitecore login screen, go to The system has four default accounts, all of which have a blank password: Admin Developer Editor Webmaster Other accounts have been provided according to the demo script (available from Sitecore). 3.1 Add the website to Trusted sites in your browser When accessing some servers, the Sitecore» All Applications menu can appear below the Sitecore menu and thus be accessible (as shown below). This normally does not happen if the demo site is running as To resolve this problem, the site must be added to the browser s Trusted Sites. In Internet Explorer, the Trusted Sites settings can be accessed from the Tools» Internet Options dialog s Security tab. After adding the site, type Ctrl+F5 to refresh the browser. The All Applications menu should now be visible as normal. 3.2 Allow pop-ups for the website In certain cases, Sitecore will try to open a pop-up window (for example when logging of the Desktop client and the current item is not saved). If a pop-up blocker installed on the local computer, we recommend that allow pop-ups for the demo site. If the built-in pop-up blocker in Internet Explorer 6.0 is used, allowing popups is done by selecting the Tools» Pop-up Blocker» Always Allow Pop-ups from This Website... menu item. Sitecore Demonstration VMware Installation guide Page 12 of 17

13 4 General performance recommendations In general it can be recommended that prior the demonstration the demo site is reviewed including loading a couple of pages. Similarly with the administration, which you log into, in order to force the virtual IIS to recompile the site. This will process may take some minutes, but will in return yield a much faster response during demonstration. 4.1 Improving performance Performance improvements can be gained by not using the demo site directly in the virtual machine, but rather use the local browser to access the virtual IIS (IIS is installed in the virtual image). You can connect to the demo site simply by entering the IP address of the virtual server in the local browser. A.bat file has been provided to help locating the IP address of the virtual server: 1. Run the file ip address.bat, which are located on the desktop in the virtual machine. (Or open a command prompt and type ipconfig ). Notice: this will only work, if a network card has been assigned in the VMware. 2. This will yield some lines with numbers. Located the line IP address. 3. Copy the IP address. 4. Use the IP address in your browser as the address and the virtual image should appear. Notice: If a laptop is used with an integrated LAN/Wireless LAN controller and not connected to a network using a cable, it might not be possible to connect to the website running inside the virtual server from a browser running on the laptop. This is caused by the server setup, where the virtual server will not recognize the wireless network connection and will therefore not be assign an IP-address on the same subnet as the laptop. Sitecore Demonstration VMware Installation guide Page 13 of 17

14 4.2 RAM Ensure that a decent amount of RAM is assigned to the virtual machine, as described in section 2.3 step 3 (hardware recommendations in section 1.4). This may require additional RAM installed on the local computer. 4.3 Other recommendations Other things can be done in order to maximize the computer performance prior a demonstration using a virtual machine: Reboot the computer and close every running application and servers to free as much memory as possible. This may include installed IIS and other local servers, msn, antivirus and similar. After this, launch the virtual pc. Use the local browser only to access the virtual IIS as described in the previous section. The IIS needs to recompile and load the demo site on the first access, which will slow performance. In order to avoid the extra waiting time, the pages should be loaded just once prior demonstration. In order to gain an overview of the current load on the computer, enter Ctrl-Alt-Delete and select Task Manager. This will give an overview of currently running applications (on the tab Applications ) and the processes and their memory usage (on the tab Processes ). The tab Performance allows you to view the general load on the computer. Sitecore Demonstration VMware Installation guide Page 14 of 17

15 5 Setting up additional modules 5.1 SharePoint The current virtual image has SharePoint Portal Server installed, but there is currently not installed a Portal site. In order to use the module, you should first create your portal site. Start Programs» SharePoint Portal Server» SharePoint Central Administration and click Create a Portal Site link under Portal Site and Virtual Server Configuration section. Now follow the instructions of the wizard. When the portal site is set up, you need to populate it with the content (Image Library and Lists). Type the URL of this newly created site ( and then click the link Manage content in the left menu. You ll be shown all available Image Libraries and Lists, they are empty by default. After you populate any lists or libraries you choose, you can follow the steps outlined in the SharePoint User Manual on SDN5: Sitecore Demonstration VMware Installation guide Page 15 of 17

16 6 Troubleshooting 6.1 License has expired The virtual server image includes a demo license. If this license has expired, request a new demo license from Sitecore and place it in the folder C:\Inetpub\sitecore\data. 6.2 No IP address can be found In some cases an IP address cannot be obtained by using the.bat file (or ipconfig in the command prompt), and the server just returns the following screen: This is caused when the network card has not been set. 6.3 Other problems If other problems arise in the VMware than listed above, the following address may be able to help: For problems or bugs encountered in the Sitecore related part of the demo site, please contact Sitecore. Sitecore Demonstration VMware Installation guide Page 16 of 17

17 7 Background information on virtual machines Virtual machine images provide an easy solution to work with a server environment, where a fresh and clean machine is often needed. Rather than having a computer, which must be formatted and reinstalled from scratch on a regular basis, the virtual machine can mimic a real machine with the necessary operating system, applications and other software installed and configured all ready to use. A virtual image is built on a master computer, where the image is created as a copy of the master s settings, installed software, data and used configurations. This information is contained in images, which are files that can be moved between other computers and thereby enabling them to mimic the master computer, provided they have the required software to read the virtual image. In order to read the virtual images provided by Sitecore, the VMware can be used instead of the Microsoft Virtual Server 2005 or Microsoft Virtual PC All will read and interpret the image, and thereby provide an environment with a clean Sitecore installation and demo site. Sitecore Demonstration VMware Installation guide Page 17 of 17

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