Installing CM1 on Windows

Server 2012 Preparation

Note: Percussion has certified Microsoft Server 2012 as of our 4.3 release. Server 2012 is much more restrictive by default, so ensure that you take the following steps before installing the Percussion CMS.

  1. Set all users to have read/write permissions to the drive where the product will be installed
  2. Open up ports in the Windows firewall to allow access over TCP
    1. On the Start menu, click Run, type WF.msc, and then click OK.
    2. In the Windows Firewall with Advanced Security, in the left pane, right-click Inbound Rules, and then click New Rule in the action pane (upper right corner).
    3. In the Rule Type dialog box, select Port, and then click Next. In the Protocol and Ports dialog box, select TCP.
    4. Select Specific local ports, and then type the port numbers (e.g. 9992, 9980, 9443). Click Next.
    5. In the Action dialog box, select Allow the connection, and then click Next.
    6. In the Profile dialog box, choose Leave Domain turned on and turn private and public off. Then click Next.
    7. In the Name dialog box, type a name, e.g. "Allow CM1 ports Inbound”
    8. Click Finish

Percussion CMS Installation

To install Percussion CMS on Windows:

  1. Download the Windows installation package.
  2. Unzip the installation to a convenient location. The unzipped file should include the following contents:
    • setup (directory)
    • readme.html (html file)
  3. Open Windows Explorer and browse to \CM1\Setup and double-click on setup.exe.
    The installation wizard starts, and displays the Welcome dialog. If the wizard doesn't load try to set the compatibility mode of the exe file to Windows 8(right click on the exe file >> Properties >> Compatibility tab >> Compatibility mode checked >> Windows 8).
  4. Click the Next button.
    The installation wizard displays the License Agreement dialog.  The latest license agreement can be found at http://www.percussion.com/legal/percussion-standard-agreement.
  5. Click the I accept the terms of the License Agreement radio button, then click Next.
    The installation wizard displays the Installation Type dialog.
  6. If you have not installed Percussion on the machine before, the installation type defaults to New install. NOTE: If the installation type defaults to Upgrade existing install, Percussion is already installed on the machine. You can either select a different installation directory or select the New install radio button.  To upgrade see Upgrading Percussion CMS.
    To install a new Percussion server:
    1. Click [Next].
      The installation wizard displays a radio button choice of either a Basic Install or an Advanced Install. The type defaults to basic install. You can change in order to accommodate your needs and/or preferences
    2. Click [Next].
      The installation wizard displays the Installation directory dialog.
    3. The Installation Directory defaults to C:\Percussion. You can change to a different directory. (NOTE: The path must be fully-qualified; in other words, you must start with C:\ and include the complete path to the directory you want to use.) You can click the [Browse] button to access a browser dialog you can use to find a different location for the installation. When you have entered the location you want, click Next.
      The installation wizard displays the Installation Information dialog.
      NOTE: If you specify a directory that already contains a Percussion server, that server will be upgraded.  If the directory you select does not exist you will be prompted to confirm its creation.

     

    If you are performing a basic installation proceed to step 11.

  7. Select from the database options (see the Supported Databases under Systems Requirements to determine the database that best fits your needs):
    • Embedded to indicate you are using the embedded Derby database;
    • mysql to indicate the MySQL database.
    • jtds:sqlserver to indicate MS SQL Server.

    If you selected Embedded for Derby database, proceed to Step 9; if you selected mysql for MySQL or jtds:sqlserver for MS SQL Server proceed to the next step.

  8. For MySQL: The installation wizard displays the Database Driver Location dialog. Specify the location of your MySQL driver.
    Note: If you have not already downloaded a driver, go to http://dev.mysql.com/downloads/connector/j and download jdbc driver version 5.1.17 or higher. Also, please note Percussion CMS requires that stored data be encoded with the UTF-8 character set. When using MySQL to store content written in English, override the default character set and collation upon database creation with the following command:

    mysql> create database [database name] character set UTF8 collate utf8_general_ci;

    For languages other than English, see http://dev.mysql.com/doc/refman//5.5/en/charset-unicode-sets.html

    The installation wizard displays the Repository Database Selection dialog. Enter the connection string to your database, then enter the Login ID and Password that will be used to connect to the database server.  If you see a warning because you entered incorrect information, click OK and enter the correct information.  From the drop list, specify the database where the repository will be installed. Click Next to display the Percussion Server properties dialog.
     
    For MS SQL Server: An empty database must be created in SQL Server before proceeding.  During the Percussion installation process you will be asked for connection information to your database.  Be sure TCP/IP is enabled and if you're using a named instanced be sure to make a note of it.

    The installation wizard displays the Repository Database Selection dialog. Complete the Database Server, Login ID and Password fields to connect to the database server.  If you see a warning because you entered incorrect information, click OK and enter the correct information.  From the drop list, specify the schema/owner and database where the repository will be installed. Click Next to display the Percussion Server properties dialog.

  9. The server properties default to the following values:
    • Service Name: Percussion Service
      This field is the name of the Percussion Service in Windows.
    • Service Description: Percussion Service
      This field is the description of the Percussion Service in Windows.
    • Port: 9992
      This field is the Percussion  main port

    You can change the text in any field. The port must be a valid port.
  10. In addition to the port you configure on this dialog, the Percussion server uses six additional ports. By default, these six port follow sequentially after the main port; by default, these are ports 9993 through 9998. It is possible that other applications on your server may use these ports, causing a port conflict. (Note: The database server and Tomcat web application server integrated with Percussion each have their own port as well. These ports are not configurable.)
    • If you do not anticipate any port conflicts, click Next and continue to the next step.
    • If you know a port conflict will occur, you can change any of these ports. To change the ports:
      1. On the Server Properties dialog, check the Customize Additional Ports box.
      2. Click the Next button.
        The installation wizard displays the Application Server Settings dialog, with the default values for these ports.
      3. Change any of the ports that may cause a port conflict.
      4. Click Next.


  11. The installation wizard displays the Pre-installation Summary dialog. Review the installation summary. To start the installation, click the Install button.
    The installation begins. The installation wizard displays a progress bar showing the progress of the installation.
  12. When the installation is complete, the installation wizard displays a link to the readme. The latest release notes can be found at help.percussion.com.
  13. If an error occurs during installation, the installation wizard displays a message informing you of the error and the location of a detailed log file. Look at the log file to determine the error.

See Operating the Server for details about starting the Percussion server after you complete the installation. See Configuring Publishing and Publishing a Site for details on setting up your web servers and configuring a publishing site.

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