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Sitecore 9 Installation


1     Prerequisites

1.      Sitecore XP 9.0 requires .NET Framework 4.6.2 or later.
2.      Sitecore XP can be hosted on the following IIS versions:
                    I.            IIS 10.0
                  II.            IIS 8.5
3.      Sitecore XP can be hosted on the following Microsoft operating systems:
                    I.            Windows Server 2016
                  II.            Windows Server 2012 R2 (64-bit)
                III.            Windows 10 (32/64-bit)
                IV.            Windows 8.1 (32/64-bit)
4.      Sitecore XP 9.0 requires Microsoft Visual Studio 2015 or later, targeting .NET Framework 4.6.2.
5.      Sitecore 9.0 supports the following database servers:
                    I.            Microsoft SQL Server 2016 SP1: This version supports the XM databases and is the required and only supported version for the Experience Database (xDB).
                  II.            Microsoft SQL Server 2014 SP2: This version only supports XM databases and does not support the Experience Database (xDB).
6.      Sitecore XP 9.0 supports several search providers.
a.      Solr 6.6.1
For the XP0 and XP1 topologies, Solr is the default search provider.
b.      Lucene
For the XM1 topology, Lucene is the default search provider. Lucene only supports Content Search and does not support xConnect.
c.       Azure Search
The Azure Search provider is supported for Azure Cloud PAAS deployments only.
7.      Prerequisites for the Sitecore Installation Framework
To install the Sitecore Experience Platform in an on-premises environment using the Installation Framework. To use the Sitecore Installation Framework, you must download and install:
                    I.            Microsoft PowerShell® version 5.0 or later.
                  II.            Web Platform Installer 5.0.

2     Technology

1.       MS SQL Server 2016
2.       Solr 6.6.1
3.       MS Powershell ISE
4.       Sitecore 9.0

3     Assumption

This document is prepared assuming that the reader knows the basics of Sitecore. Hardware requirements and file system access have not been covered here. I have tried to cover those steps which are necessary for on-premise installation.

4     Installation of MS SQL Server 2016

1.       If you don’t have installed any version MS SQL then install MS SQL Server 2016 into mixed authentication mode.
2.       If you have already installed earlier version of MS SQL and trying to install MS SQL Server 2016 then it would be installed into windows authentication mode.
3.       After successful installation of 2016 it would ask for SSMS installation. Install SQL Server Management studio(SSMS) also. You can install from here also.
4.       Login to SSMS with windows authentication and perform the actions from here.
5.      Microsoft SQL Server Data-Tier Application Framework (DAC Fx) version 17.1
Note
If the DACFx fails to install, you can see the following error message when using the framework: The SQL provider cannot run with dacpac option because of a missing dependency. Please make sure that DACFx is installed. To resolve this error, refer to the following Sitecore Knowledge Base article.
6.      Enable Contained Database Authentication
                    I.            Launch MS SQL Server Management Studio and log in as an administrator.
                  II.            Run the following new query:
sp_configure 'contained database authentication', 1;
GO
RECONFIGURE;
GO
5     Installation Solr 6.6.1
The Sitecore Experience Platform 9.0 supports Solr, Lucene, and Azure Search as search providers. If you want to use a search index that works in both Analytics and ContentSearch, we recommend that you use Solr.
        I.            Get Solr 6.6.1 from here.
      II.            Install JRE before installing Solr if its required.
    III.            Install Solr. Please copy binaries here c:\Program Files.
    IV.            Enable and setup Solr.
      V.            Install Solr as a windows service.
6     Installation of Sitecore Framewrok
1.      If you have already installed older version of SIF, please uninstall otherwise we may get some issue related with certificate.
2.      To install Sitecore 9.0 with PowerShell:
a.      To add the repository, in Windows, launch Microsoft PowerShell® as an administrator and run the following cmdlet:
Register-PSRepository -Name SitecoreGallery -SourceLocation https://sitecore.myget.org/F/sc-powershell/api/v2
b.      Install the PowerShell module by running the following cmdlet:
Install-Module SitecoreInstallFramework
c.       When prompted to install the module, press Y, and then Enter.
7     Installation of Sitecore 9
1.      Before you run the installation of Sitecore, you must select the topology or the instance that you want to install. By default, Sitecore provides XP0, XM1, and XP1 topologies.




Deployment topology
Description
XP0
The Sitecore Experience Platform, running as two single instances: Sitecore and xConnect. The Experience Database (xDB) is partially included in both instances.
Use this configuration for local development and testing.
Note
For security and scalability reasons, in production environments, it is best practice to use the XM1 or XP1 configuration.
XM1
The Sitecore Experience Management configuration (CMS-only mode) running both the Content Delivery (CD) and Content Management (CM) roles.
Use this environment when you are not planning to use the Analytics and Marketing features of the Sitecore Experience Platform.
Note
When you select this topology, xDB and xConnect are not available.
XP1
The Sitecore Experience Platform configuration running the following separated server roles: Content Delivery, Content Management, Processing, Reporting, xConnect Collection, xConnect Collection Search, xDB Reference Data, xDB Automation Operations, xDB Automation Reporting.
Use this environment when you are planning a fully featured Sitecore Experience Platform installation.

2.      After selecting your deployment topology (XP0, XM1, or XP1), you must download the corresponding web deploy packages and environment configuration files from the Sitecore Downloads page - https://dev.sitecore.net.
3.      Please copy all required files here C:\resourcefiles.
4.      Please modify the parameters in below script in as per your configuration
#define parameters
$prefix = "xp0"
$PSScriptRoot = “C:\resourcefiles”
$XConnectCollectionService = "$prefix.xconnect"
$sitecoreSiteName = "$prefix.sc"
$SolrUrl = "https://localhost:8989/solr"
$SolrRoot = "C:\Solr-6.6.1"
$SolrService = "Solr-6.6.1"
$SqlServer = ".\SQL2016"
$SqlAdminUser = "sa"
$SqlAdminPassword="Password12345"
#install client certificate for xconnect
$certParams = @{
Path = "$PSScriptRoot\xconnect-createcert.json"
CertificateName = "$prefix.xconnect_client"
}
Install-SitecoreConfiguration @certParams -Verbose
#install solr cores for xdb
$solrParams = @{
Path = "$PSScriptRoot\xconnect-solr.json"
SolrUrl = $SolrUrl
SolrRoot = $SolrRoot
SolrService = $SolrService
CorePrefix = $prefix
}
Install-SitecoreConfiguration @solrParams
#deploy xconnect instance
$xconnectParams = @{
Path = "$PSScriptRoot\xconnect-xp0.json"
Package = "$PSScriptRoot\Sitecore 9.0.0 rev. 171002 (OnPrem)_xp0xconnect.scwdp.zip"
LicenseFile = "$PSScriptRoot\license.xml"
Sitename = $XConnectCollectionService
XConnectCert = $certParams.CertificateName
SqlDbPrefix = $prefix
SqlServer = $SqlServer
SqlAdminUser = $SqlAdminUser
SqlAdminPassword = $SqlAdminPassword
SolrCorePrefix = $prefix
SolrURL = $SolrUrl
}
Install-SitecoreConfiguration @xconnectParams
#install solr cores for sitecore
$solrParams = @{
Path = "$PSScriptRoot\sitecore-solr.json"
SolrUrl = $SolrUrl
SolrRoot = $SolrRoot
SolrService = $SolrService
CorePrefix = $prefix
}
Install-SitecoreConfiguration @solrParams
#install sitecore instance
$xconnectHostName = "$prefix.xconnect"
$sitecoreParams = @{
Path = "$PSScriptRoot\sitecore-XP0.json"
Package = "$PSScriptRoot\Sitecore 9.0.0 rev. 171002 (OnPrem)_single.scwdp.zip"
LicenseFile = "$PSScriptRoot\license.xml"
SqlDbPrefix = $prefix
SqlServer = $SqlServer
SqlAdminUser = $SqlAdminUser
SqlAdminPassword = $SqlAdminPassword
SolrCorePrefix = $prefix
SolrUrl = $SolrUrl
XConnectCert = $certParams.CertificateName
Sitename = $sitecoreSiteName
XConnectCollectionService = "https://$XConnectCollectionService"
}
Install-SitecoreConfiguration @sitecoreParams

5. Save the script as install.ps1 to the C:\resourcefiles folder.
6. In a PowerShell command line, run the following command:
C:\resourcefiles\install.ps1

8     Uninstallation of Sitecore 9

1.      Stop the SQL server service as per here.
2.      Login to SSMS and stop all the databases which are related to instance which you want to uninstall as per here.
3.      Stop Solr service.
4.      Please modify the parameters in below script in as per your configuration
#define parameters
Param(
[string]$Prefix = "xx",                                                                                                
[string]$SitecoreSiteName = "$Prefix.sc",
[string]$SitecoreXConnect = "$Prefix.xconnect",
[string]$InstallDirectory = "C:\inetpub\wwwroot\",
[string]$SolrService = "solr-6.6.2",
[string]$PathToSolr = "C:\Program Files\solr-6.6.2",
[string]$SqlServer = "xxx",
[string]$SqlAccount = "sa",
[string]$SqlPassword = "XXXX"
)
#Write-TaskHeader function modified from SIF
Function Write-TaskHeader {
    param(
        [Parameter(Mandatory=$true)]
        [string]$TaskName,
        [Parameter(Mandatory=$true)]
        [string]$TaskType
    )

    function StringFormat {
        param(
            [int]$length,
            [string]$value,
            [string]$prefix = '',
            [string]$postfix = '',
            [switch]$padright
        )

        # wraps string in spaces so we reduce length by two
        $length = $length - 2 #- $postfix.Length - $prefix.Length
        if($value.Length -gt $length){
            # Reduce to length - 4 for elipsis
            $value = $value.Substring(0, $length - 4) + '...'
        }

        $value = " $value "
        if($padright){
            $value = $value.PadRight($length, '*')
        } else {
            $value = $value.PadLeft($length, '*')
        }

        return $prefix + $value + $postfix
    }

    $actualWidth = (Get-Host).UI.RawUI.BufferSize.Width
    $width = $actualWidth - ($actualWidth % 2)
    $half = $width / 2

    $leftString = StringFormat -length $half -value $TaskName -prefix '[' -postfix ':'
    $rightString = StringFormat -length $half -value $TaskType -postfix ']' -padright

    $message = ($leftString + $rightString)
    Write-Host ''
    Write-Host $message -ForegroundColor 'Red'
}

Function Remove-Service{
[CmdletBinding()]
param(
[string]$serviceName
)
if(Get-Service "My Service" -ErrorAction SilentlyContinue){
sc.exe delete $serviceName
}
}

Function Remove-Website{
[CmdletBinding()]
param(
[string]$siteName                                                                                                          
)

$appCmd = "C:\windows\system32\inetsrv\appcmd.exe"
& $appCmd delete site $siteName
}

Function Remove-AppPool{
[CmdletBinding()]
param(                                                                                                                                
[string]$appPoolName
)

$appCmd = "C:\windows\system32\inetsrv\appcmd.exe"
& $appCmd delete apppool $appPoolName
}

#stop windows services
Write-TaskHeader -TaskName "Windows services" -TaskType "Delete"
Write-Host "Deleting Windows services"

sc.exe delete $("$($Prefix).xconnect-MarketingAutomationService")
sc.exe delete $("$($Prefix).xconnect-IndexWorker")

Write-Host "Windows services deleted successfully"

#stop key windows processes
Write-TaskHeader -TaskName "Windows Processes" -TaskType "Stop"
Write-Host "Stopping windows processes"
Stop-Process -Name Xconnect* -Force -ErrorAction SilentlyContinue
Stop-Process -Name maengine -Force -ErrorAction SilentlyContinue
Write-Host "Windows processes stopped successfully"

#Stop Solr Service
Write-TaskHeader -TaskName "Solr Services" -TaskType "Stop"
Write-Host "Stopping solr service"
Stop-Service $SolrService -Force -ErrorAction stop
Write-Host "Solr service stopped successfully"

#Delete solr cores
Write-TaskHeader -TaskName "Solr Services" -TaskType "Delete Cores"
Write-Host "Deleting Solr Cores"
$pathToCores = "$pathToSolr\server\solr\$Prefix*"
Remove-Item $pathToCores -recurse -force -ErrorAction stop
Write-Host "Solr Cores deleted successfully"

#Remove Sites and App Pools from IIS
Write-TaskHeader -TaskName "Internet Information Services" -TaskType "Remove Websites"

Write-Host "deleting websites"
Write-Host "Deleting Website $SitecoreSiteName"
Remove-Website -siteName $SitecoreSiteName -ErrorAction stop
Write-Host "Deleting Website $SitecoreXConnect"
Remove-Website -siteName $SitecoreXConnect -ErrorAction stop
Write-Host "Websites deleted"

Write-TaskHeader -TaskName "Internet Information Services" -TaskType "Remove Application Pools"
Write-Host "Deleting application pools"
Write-Host "Deleting apppool $SitecoreSiteName"
Remove-AppPool -appPoolName $SitecoreSiteName -ErrorAction stop
Write-Host $("Deleting apppool $SitecoreXConnect")
Remove-AppPool -appPoolName $SitecoreXConnect -ErrorAction stop
Write-Host "Application pools deleted"

Write-TaskHeader -TaskName "Internet Information Services" -TaskType "Remove Folders"
#Remove website folders from wwwroot
Remove-Item $InstallDirectory\$Prefix.sc -recurse -force -ErrorAction stop
Write-Host "Websites removed from $InstallDirectory"

Write-TaskHeader -TaskName "SQL Server" -TaskType "Drop Databases"
#Drop databases from SQL
Write-Host "Dropping databases from SQL server"
push-location
import-module sqlps
$sqlPrefix = $("DROP DATABASE IF EXISTS [$($Prefix)")

Write-Host $("Dropping database $($Prefix)_Core")
$corePrefix = $("$($sqlPrefix)_Core]")
Write-Host $("Query: $($corePrefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $corePrefix -ErrorAction stop

Write-Host $("Dropping database $($Prefix)_ExperienceForms")
$xfPrefix = $("$($sqlPrefix)_ExperienceForms]")
Write-Host $("Query: $($xfPrefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $xfPrefix -ErrorAction stop

Write-Host $("Dropping database $($Prefix)_MarketingAutomation")
$maPrefix = $("$($sqlPrefix)_MarketingAutomation]")
Write-Host $("Query: $($maPrefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $maPrefix -ErrorAction stop

Write-Host $("Dropping database $($Prefix)_Master")
$masterPrefix = $("$($sqlPrefix)_Master]")
Write-Host $("Query: $($masterPrefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $masterPrefix -ErrorAction stop

Write-Host $("Dropping database $($Prefix)_Processing.Pools")
$ppPrefix = $("$($sqlPrefix)_Processing.Pools]")
Write-Host $("Query: $($ppPrefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $ppPrefix -ErrorAction stop

Write-Host $("Dropping database $($Prefix)_Processing.Tasks")
$ptPrefix = $("$($sqlPrefix)_Processing.Tasks]")
Write-Host $("Query: $($ptPrefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $ptPrefix -ErrorAction stop

Write-Host $("Dropping database $($Prefix)_ReferenceData")
$rdPrefix = $("$($sqlPrefix)_ReferenceData]")
Write-Host $("Query: $($rdPrefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $rdPrefix -ErrorAction stop

Write-Host $("Dropping database $($Prefix)_Reporting")
$repPrefix = $("$($sqlPrefix)_Reporting]")
Write-Host $("Query: $($repPrefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $repPrefix -ErrorAction stop

Write-Host $("Dropping database $($Prefix)_Web")
$webPrefix = $("$($sqlPrefix)_Web]")
Write-Host $("Query: $($webPrefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $webPrefix -ErrorAction stop

Write-Host $("Dropping database $($Prefix)_Xdb.Collection.Shard0")
$xbs0Prefix = $("$($sqlPrefix)_Xdb.Collection.Shard0]")
Write-Host $("Query: $($xbs0Prefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $xbs0Prefix -ErrorAction stop

Write-Host $("Dropping database $($Prefix)_Xdb.Collection.Shard1")
$xbs1Prefix = $("$($sqlPrefix)_Xdb.Collection.Shard1]")
Write-Host $("Query: $($xbs1Prefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $xbs1Prefix -ErrorAction stop

Write-Host $("Dropping database $($Prefix)_Xdb.Collection.ShardMapManager")
$xbsmPrefix = $("$($sqlPrefix)_Xdb.Collection.ShardMapManager]")
Write-Host $("Query: $($xbsmPrefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $xbsmPrefix -ErrorAction stop

Write-Host $("Dropping database $($Prefix)_EXM.Master")
$exmmasterPrefix = $("$($sqlPrefix)_EXM.Master]")
Write-Host $("Query: $($exmmasterPrefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $exmmasterPrefix -ErrorAction stop

Write-Host $("Dropping database $($Prefix)_Messaging")
$messagingPrefix = $("$($sqlPrefix)_Messaging]")
Write-Host $("Query: $($messagingPrefix)")
invoke-sqlcmd -ServerInstance $SqlServer -U $SqlAccount -P $SqlPassword -Query $messagingPrefix -ErrorAction stop

Write-Host "Databases dropped successfully"
pop-location

#Remove Host Entries
Write-TaskHeader -TaskName "Host Entries" -TaskType "Remove"
Install-Module PsHosts
Write-Host "Removing HostFile Entries"
Remove-HostEntry $SitecoreSiteName -ErrorAction SilentlyContinue
Remove-HostEntry $SitecoreXConnect -ErrorAction SilentlyContinue

#Start Solr up again
Write-TaskHeader -TaskName "Solr Services" -TaskType "Start"
Start-Service $SolrService -ErrorAction stop
Write-Host "Solr Services restarted, environment is clean to reinstall" 

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