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Installation Instructions - Episerver Commerce 1 R2 SP2

Product version:Episerver Commerce 1 R2 SP2

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Table of Contents

Introduction

This document describes how to install EPiServer Commerce and the sample template package (optional) for EPiServer CMS 6 R2. Installation of EPiServer Commerce 1 R2 SP2 is performed through the EPiServer Deployment Center. The installation from Deployment Center only supports an upgrade from version 1 R2 SP1 to 1 R2 SP2. To upgrade from earlier versions, please follow the upgrading instructions for EPiServer Commerce 1 R2 SP1.

It is recommend to install EPiServer Commerce on an empty EPiServer CMS site, without the Alloy Technologies sample templates installed. It is also recommended to define the EPiServer Commerce License during the installation, but if this was not done it can be added manually after the installation. Refer to the configuration section of the EPiServer Commerce 1 R2 SP2 Developer Guide. Installation of the Quartz Services (option during installation) for automatic catalog indexing and other jobs, is not required for a development environment, as all indexing jobs can be managed manually from Commerce Manager. However, the Quartz Service or other scheduling service is most likely required in a production environment.

Installing EPiServer Commerce

In the following section we will describe the installation procedure for EPiServer Commerce 1 R2 SP2.

Prerequisites

The following is required to install EPiServer Commerce for EPiServer CMS 6 R2:

  • An EPiServer CMS site version 6 R2 - download and install the core files for EPiServer CMS. 
  • Check the system requirements to verify that the technical requirements are fulfilled before you install.
  • ASP.NET MVC 2.0.
  • Administrative access rights.
  • Web Deployment Tool installed.
  • Also, you need to add the path to the SQLCMD.EXE in the path environment variable in Windows. Otherwise the setup will not find your SQLCMD.
  • It is recommended to have license files for both EPiServer CMS and EPiServer Commerce available for definition during the installation.

Installation

  1. Download, unzip and launch the EPiServer Commerce 1 R2 SP2.msi file. Click Next.
  2. Click Install to begin the installation, click Finish to finalize the installation and launch the EPiServer Deployment Center (if this is not done automatically).
  3. From Deployment Center there are two options to install:
    - Under the Quick Links tab, select the EPiServer CMS 6 R2 site where you want to install EPiServer Commerce, and click Install EPiServer Commerce 1.1.2... in the right-hand section.
    - Under the All Actions tab, expand the appropriate EPiServer CMS 6 R2 version, and select Install EPiServer Commerce 1.1.2... under Modules and click Run.
  4. In Step 1 of the installation, make sure the EPiServer Commerce core and Install Commerce Manager check-boxes are selected. The Install Catalog Page Provider option must also be checked if you plan to install the EPiServer Commerce sample templates (see below).
    NOTE that you will need an EPiServer CMS 6 Professional License in order to use the Page Provider. Click Next.
  5. In Step 2, enter the database settings information:
    - Windows Authentication will be used as default for the installer authentication in the upper part of the dialog. You can use SQL Server Authentication but then you must have an existing account with roles setup(public, setupadmin, sysadmin).
    - Make sure that SQL Server Authentication is selected for the EPiServer Commerce Manager authentication in the lower part of the dialog. Enter a Login and Password for the SQL database authentication here.
    NOTE     that the database name must not duplicate with existing databases on the database server. EPiServer Commerce always uses a default port of the database server even if you enter a Port value.
    Click Next to continue
  6. In Step 3, enter the following information:
    - Name: the name of the Commerce Manager site (add your own site name here).
    - Path: the physical folder root path that Commerce Manager will be installed to.
    Click Next to continue.
  7. In Step 4, enter a path for the EPiServer Commerce Manager Shared Files Folder, by default the site name defined earlier will be used.
  8. In Step 5, you can select to install the Quartz Service (optional). Click Next to continue.
  9. In Step 6, define the EPiServer Commerce license file to use. This is optional here, but is recommended to avoid problems when accessing the site after the installation.
  10. In the final step the installation is summarized. Confirm the installation and click Install to continue.
  11. When the installation is finalized, the site can be accessed using the path and login details provided under the installation. NOTE that the site has no templates at this point. Continue by installing the EPiServer Commerce sample templates, or templates of your own choice.

Installing the EPiServer Commerce Sample Templates 

Installing the sample templates is optional. The predefined templates are provided as a way to quickly get your e-commerce site up and running, displaying examples of how you can customize and work with EPiServer Commerce. The "Enoteca" sample package contains page templates with functionality illustrating how you can set up a B2C and B2B e-commerce environment.

Prerequisites

To install the sample templates, you need a working installation of the EPiServer Commerce 1 R2 SP2 core files (see previous section). EPiServer Mail 5 R2 also needs to be installed on the website. 

Installing EPiServer Mail

The newsletter feature in the Enoteca sample templates uses EPiServer Mail for the e-mail functionality. EPiServer Mail version 5 R2 (5.1.343.270) needs to be installed in order to get the EPiServer mail assemblies properly installed. Failing to do so will give compilation errors when you try to rebuild the Enoteca sample site. Download EPiServer Mail, and refer to the installation instructions for guidance in how to set up and configure the e-mail functionality. EPiServer Mail does not require a specific license.

Installing the Sample Templates

  1. Download, unzip and launch the EPiServer Commerce Enoteca Sample.msi file. Click Next.
  2. Click Install to begin the installation, click Finish to finalize the installation and launch the EPiServer Deployment Center (if this is not done automatically).
  3. In Deployment Center under the All Actions tab, expand the appropriate EPiServer CMS 6 R2 version, select Install EPiServer Commerce 1.1.2... Sample under Modules and click Run.
  4. In Step 1 of the installation, select the features you want to install:
    - Application files: application files for the sample templates (required).
    - Import product catalog: the sample product catalog (optional).
    - Contents and page types: the sample page types, pages and content (optional).
    Click Install to continue.
  5. Select the target site where you want to install the sample templates. NOTE that the site must have the EPiServer Commerce core files installed.
  6. The installer will install the items you have selected. When finalized, click Close.
  7. In Commerce Manager, make sure to re-index the product catalog in order to make the products display properly on the front-end site.

First Time Login

IMPORTANT When you install EPiServer Commerce, you are provided with a default account with the following credentials: Username - admin; Password - store. This is used to login both to the EPiServer CMS website and the Commerce Manager back-end system. It is highly recommended that you change this password when implementing your site! This Admin Account is given full privileges, meaning it will have full access to all systems and all elements within each sub-system.

Do the following to access the EPiServer Commerce site for the first time:

  1. Browse to the EPiServer Commerce site previously created and click on the Log in link
  2. Enter your login details and you will be logged in to the website. To access Commerce Manager, either select Commerce Manager in the top menu of the EPiServer CMS site, or browse to the Commerce Manager site created previously in this installation.

Next Steps - Configuration

The basic configuration for EPiServer Commerce is taken care of during the installation procedure, but some additional configuration may still be needed depending on what functionality will be included in your EPiServer Commerce solution. The post-installation configurations concerns for instance the import/export function, SMTP for email and setting up accounts for different payment providers. All of this is described in more detail in the Configuration section of the EPiServer Commerce 1 R2 SP2 Developer Guide.

 Upgrading from Previous Versions

Refer to the documentation listed below for instructions on how to upgrade EPiServer Commerce.

 Related Information

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