Last updated: May 15 2018

Installing Episerver

This topic describes a first-time installation of an Episerver CMS website with the latest updates and with or without sample templates, Commerce, Find and other add-ons (optional).

In this topic

Prerequisites

Before installing, check the system requirements to ensure that your installation environment has the required components and versions.

The following components are needed to follow the instructions described here:

  • Microsoft Visual Studio for installing and updating Episerver. (Community, Professional or Enterprise)
  • Episerver Visual Studio extension, which is a full set of templates for MVC and Web Forms to get a jump-start when developing websites.
  • The Episerver NuGet feed source http://nuget.episerver.com/feed/packages.svc/ added to your Visual Studio. Needed to add Commerce, Find and other add-ons to your solution, and to upgrade your project with the latest. See Installing Episerver updates on how to add a NuGet feed.

Note: You can order a time-limited demo license for evaluation purposes, see Episerver License Center. (A license is not required when using IIS Express.) You need a commercial Episerver license for testing and production environments. 


Installing CMS

Install an Episerver CMS website, empty or with the "Alloy" sample templates (MVC/Web Forms).

Note: The Installing Episerver video illustrates the installation steps below.
See also the  Installing the Episerver Alloy sample site in the Azure cloud video for information about cloud installation.

  1. Open Visual Studio and select File > New > Project.
  2. Select Templates > Visual C# > Episerver > Episerver Web Site and provide a name. Click OK.
  3. Select Alloy (MVC/WebForms) to create a site with sample content, or Empty for a site without templates.
  4. Select a search option:
    • For an Alloy site, select Episerver Find, or Episerver Search to use the built-in basic search.
    • For an empty site, the Configure Search option is disabled, and no search will be installed. You can add Episerver Find or Episerver Search later if desired.
        

         
  5. The project is created. When finalized, build and open the website in a browser.
  6. Log in to the site:
    • For an empty site, add /episerver to the site URL, and log in using your Windows credentials.
    • For Alloy MVC, you will be prompted to create an administrator account (site is using ASP.NET Identity). Provide the account credentials, click Register and you will be logged in.  
    • For Alloy WebForms, select the Log in link at the bottom of the start page, and log in using your Windows credentials. Note that you must be local admin on the server you are running Episerver on. If not, create a new local user with admin rights under Control panel > Local Users and Groups, and log in using that account.

Installing Commerce

Note: The video Installing Episerver Commerce illustrates the installation procedure.

Empty Commerce site

These steps install an empty website locally with CMS and Commerce. Note that a Commerce installation has two sites, front-end and back-end.

Part 1: Install the front end site

  1. Open Visual Studio and select File > New > Project.
  2. Select Templates > Visual C# > Episerver > Episerver Web Site and provide a name. Click OK.
  3. Make sure .NET Framework is set to 4.6.1 or higher.
  4. In the center pane, select Episerver web site.
  5. Give the site a name and a folder.
  6. On the Select a template screen, choose EmptyVisual Studio creates the project.

Part 2: Install front end components for the Commerce site

  1. In Solution Explorer, expand the project you just created, right-click on References and select Manage NuGet Packages. The Nuget Package Manager appears in the center pane.
  2. In the Package source dropdown, select episerver nuget feed.
  3. Click Browse and enter Commerce in search field.
  4. Select the Episerver Commerce package and click Install.
  5. When the installation completes, a Readme.txt file appears.

Part 3: Install the back end site

  1. In the Solution Explorer, right click the solution you created in part 1 and select Add > New Project. The Add project view appears.
  2. From the left pane, select Installed > Visual C# > Web.
  3. From center pane, click ASP.NET Web Application (.NET Framework).
  4. Give the back-end site a name and location. The new ASP.NET project view appears.
  5. On the template selection screen, select Empty. Make sure that no check boxes under the template are checked.

Part 4: Install Commerce Manager

  1. For the back-end site that you created in part 3, right-click on References and select Manage NuGet Packages.
  2. In the Package source dropdown, select episerver nuget feed.
  3. From center pane, click Browse.
  4. Enter Commerce in the search field.
  5. Select Episerver.CommerceManager package.
  6. Click Install in the right pane.
  7. When installation completes, a Readme.txt file appears.

Part 5: Final steps

  1. Update the database.
    1. Tools > Nuget package manager > Package Manager Console.
    2. At PM, enter update-epidatabase.
  2. Build the solution.
  3. Start the front-end site (Ctrl + F5).
  4. When prompted, log in using the default credentials admin/store (remember to change these later).
  5. If you see a screen of migration steps, click Execute all pending steps.
  6. Verify that you can access the edit and admin views using http://localhost:nnnnn/episerver/cms.

If you have difficulty accessing Commerce Manager from edit view:

  1. Right-click the project in Visual Studio.
  2. Select Set as StartUp Project.
  3. Start the Commerce Manager site and log in.
  4. Make the front-end project the start-up project again.

Installing Find

For information about adding Find to your Episerver website, see Creating your project in the Get started with Find section.

Episerver Commerce-Find integration

This integration adds specific functionality when using Find with Episerver Commerce. If you want to install this on your website, the Find content indexing job needs to be run on the site after the EPiServer.Find.Commerce package is installed. See Episerver Commerce-Find integration.

Installing other add-ons

You can extend Episerver through add-ons available for a wide selection of areas, as examples: analytics, search optimization, and marketing automation. Most add-ons are installed as NuGet packages, but other options exist. See Episerver add-ons and Installing add-ons.

Note: If you want to install CMO on a new project with the latest version of CMS, start by installing an Episerver 7.5 site with CMO 7.5 using Deployment Center, then gradually upgrade to the latest CMS and CMO versions by installing and upgrading NuGet packages in Visual Studio. When upgrading from CMS 7.5 to CMS 8, follow the instructions in Upgrading CMO with CMS 8 to move the CMO resources from the old location to a new location under the /modules/_protected folder.

Related topics

Installing Episerver

How to install Episerver and upgrade to the latest using Visual Studio and NuGet.


Legacy installations

Installation instructions for version 7.5 and lower (select appropriate version):

Episerver CMS
Episerver Commerce
Episerver Find


Upgrading instructions