Setup Sitecore 9.1 CM on HTTPS

Sitecore 9.1 comes bundled with a lot of new stuff, including a much improved Sitecore Install Framework. The process of setting up a local environment has been greatly streamlined, now you only need to run a script for installing prerequisites and then the XP0 installer itself. This gives you an instance of XConnect, Sitecore Identity server, both setup on HTTPS with trusted certificates. It will also install the Sitecore XP application for you and set it up on HTTP.

If you need to secure the Sitecore XP application as well, you could create a certificate in IIS and assign it to the HTTPS binding. However, this certificate won’t be trusted, and you’ll have the additional problem that Sitecore Identity Server won’t trust the site either, meaning you can’t log in over HTTPS. We’ll have to do a couple things to get past this.

You may see this error when trying to log into Sitecore 9.1 over HTTPS.

Create a new Trusted Certificate for IIS

First, we have to make a trusted certificate and assign it to our CM site. The certificate generated by IIS won’t cut it, because it uses the SHA1 encryption algorithm which is not accepted by modern browsers. Instead, let’s do what SIF does and make a certificate using Powershell. Alter the DnsName parameter to match the hostname of the Sitecore XP instance you’re working on.

New-SelfSignedCertificate `
    -DnsName "sc910.sc" `
    -CertStoreLocation "cert:\LocalMachine\My" `
    -FriendlyName "sc910.sc" `
    -TextExtension "2.5.29.37={text}1.3.6.1.5.5.7.3.1" `
    -KeyUsage DigitalSignature,KeyEncipherment,DataEncipherment `
    -Provider "Microsoft RSA SChannel Cryptographic Provider" `
    -HashAlgorithm "SHA256"

Next we’ll need to export that certificate out of the Personal store and into the Trusted Root Certification Authority. Again, this is exactly what SIF does for XConnect and Identity Server. We can script this too, but it’s easy to do using the UI.

  • In Windows, run certlm.msc. This is the Local Computer Certificate manager.
  • Expand Personal -> Certificates and find the sc910.sc certificate.
  • Right click, and chose Tasks -> Export. Accept the defaults and save the certificate somewhere.
  • Expand Trusted Root Certification Authority, right click Certificates and choose All Tasks -> Import
  • Choose your certificate file you just created, and again accept the defaults.

If you did everything correctly, you should see this certificate available in IIS when you try to set up the HTTPS binding.

Setting up the HTTPS binding in IIS with our new certificate.

Try hitting your site in your browser, and you should not be prompted that the certificate is not trusted.

Chrome trusts our local Sitecore XP instance now.

However, we still can’t log into Sitecore. The login page says our client is unauthorized. What gives?

Configure Identity Server to Allow a New Client

We have to do one more thing, and that’s tell the Sitecore Identity Server about this new binding. To do this we need to edit a config in the identity server application. Open up \Config\production\Sitecore.IdentityServer.Host.xml in your identity server application folder. Look for the <Clients> block and add a line for our new secure XP binding.

<Clients>
  <DefaultClient>
    <AllowedCorsOrigins>
      <AllowedCorsOriginsGroup1>http://sc910.sc</AllowedCorsOriginsGroup1> 
      <AllowedCorsOriginsGroup2>https://sc910.sc</AllowedCorsOriginsGroup2>
    </AllowedCorsOrigins>
  </DefaultClient>
...
</Clients>

Try logging to Sitecore again, and this time you should be successful.

What’s new in Sitecore 9.1

Sitecore MouseSitecore 9.1 has just hit, and with it comes a lot of exciting new features. You’ll probably be hearing and reading a lot about the Big Things they’re announcing with this release, such as the general availability of Sitecore Javascript Services (JSS), automated personalization with Cortex, Sitecore’s acquisition of digital asset manager StyleLabs, and their partnership with Salesforce.

However, there are some great quality of life enhancements coming with this release as well, which may be of particular interest to developers. Here’s a few that were highlighted.

Performance

Anyone who’s worked with Sitecore for a while, especially as a developer, has noticed how long it takes to start up the application. This can be a huge drag on productivity when you have to wait and wait for application pool recycles, especially if you’re in a rapid development cycle. You lose momentum, you lose focus, and it’s just annoying. The team at Sitecore has heard these complaints and made some serious strides on this in 9.1.

Sitecore showed some benchmarks and 9.1 is boasting a startup-time that’s cut in half. That’s time from a cold start of a CM instance to loading the Launchpad. Not bad! They’ve also cut the number of .dlls the /bin folder in half, increased the load time of the Content Editor by a factor of 6, and shaved some load time of the Experience Editor as well.

3rd Party Integrations

Sitecore has historically lagged behind in updating their integrations with supporting software. This was highlighted last year with the exposure of a security flaw in their Telerik version. In 9.1, we’ll see support for the latest versions of Sitecore’ supporting software, including Telerik, Newtonsoft Json.net, Solr, and of course .NET Core.

Horizon

The current Sitecore back-end has been essentially the same for many years, some CSS updates notwithstanding, and it’s lagging behind the competition. If you were at Symposium last year, it was mentioned during the closing keynote that Sitecore is working on an overhaul of their UI and authoring experience. This year they’ve announced the early-access availability of Horizon.

So, what is Horizon? Right now we’re not entirely sure. It’s meant to address the concerns of customers with the current Experience Editor. We know it’s an overhaul of the Experience Editor at least, but will it exist next to it, replace it outright, or complement it?

Sitecore is releasing an early access version of Horizon later this month and we’ll know a lot more. They want feedback, so as a developer you should download Horizon when it’s available, beat on it, and let them know what you think!

Native Indexing of Binary Content

Another small but welcome enhancement is the ability for the Content Search crawler to index PDF and MS Word files, out of the box. This was possible before with the installation of 3rd party tools, but Sitecore has heard their users and is wisely including this as a core feature.

That’s all for now. When Sitecore 9.1 hits, make sure to crack it open and put some of these changes through their paces. I certainly will be!

Modify Sitecore Install Framework Packages for Azure SQL

Unfrozen Caveman LawyerSitecore 9 is here, it’s in our lives, and we’re at the point where the projects we started at the beginning of the year are getting ready to roll out. That means we need to get our production environments ready. If you’re coming from the Sitecore 8.x and earlier world, this can be a challenge. There’s new databases, the xConnect service, security and certificate requirements, and of course our friend Solr is mandatory now. We have a new tool to help us get through all this, the Sitecore Install Framework (or SIF). It’s supposed to help us by automating our install steps, if you know how to use it.

Fortunately, Sitecore has really stepped up their documentation, especially with version 9. There’s a detailed guide on installing Sitecore 9, which covers a single instance (probably a local developer environment) and a scaled out production instance. However, when they say scaled out , they mean scaled out. There’s a script for every possible server role. In the real world, our environments don’t match what’s exactly in the documentation. For example, we often combine roles, or share hardware. We need to make some adjustments, and that’s when we start to go off the map.

Continue reading Modify Sitecore Install Framework Packages for Azure SQL

Jabberwocky Updated for Sitecore 9

a jabberwockyVelir’s Jabberwocky framework has been updated for Sitecore 9.0, initial release. This update doesn’t add any new features beyond support for Sitecore 9.

For now, the package is marked prerelease, due in-part to the dependency on Glass.Mapper, which is still in prerelease for Sitecore 9 support.  We’ll be assessing the framework during our upcoming Sitecore 9 upgrades and projects, and we will correct any uncaught issues with the framework. A final release will be available in the coming months.

As always, your feedback is welcomed!

Connecting Sitecore PaaS to Azure Cosmos DB

Sitecore’s new PaaS offering in Azure is now available. When you’re creating an instance of Sitecore Experience Platform, you’re required to provide a MongoDB connection string for XDB. There are a few options in Azure for a Mongo service, but I decided to try to set it up with Microsoft’s Cosmos DB (formerly DocumentDB). Unfortunately, it didn’t work immediately, so I had to dig in a little bit to get my new PAAS Sitecore instance up and running. This post will walk through setting up Cosmos DB in Azure, attaching it to a new Sitecore PAAS instance, and deploying some custom code to our Sitecore instance to resolve the error connecting to Cosmos DB.

Setup Azure Cosmos DB

The first thing you want to do is set up Cosmos DB in Azure. Log into your portal, and select New Resource on the left. Select Database, then “Database as a Service for MongoDB”. You’ll need to provide a resource ID, as well as a Resource Group and select a Location. Fill out the fields and click create. After a few moments your new Cosmos DB instance will be available.

If you didn’t click Pin to Dashboard before creating, you can find it in the Resouces list. Click on the new database and open up the resouce viewer. You’ll see some general information in the Overview tab. On the left, find and click Connection String under Settings. Here you’ll see the connection strings, port number, username and password you’ll need to connect Sitecore to CosmosDB.

Notice at the bottom of this page the disclaimer, “Azure Cosmos DB has strict security requirements and standards. Azure Cosmos DB accounts require authentication and secure communication via SSL.” This is a problem for Sitecore out of the box, and where we’ll need to do some customization to support secure connections to Mongo.

Setup Sitecore PaaS

Next we’ll set up Sitecore PAAS. This is quite easy with the latest release of Sitecore 8.2, update 3. If you click the New Resource button and search for Sitecore, you’ll see two offerings. Sitecore Experience Platform 8.2, and Sitecore Web Experience Manager 8.2. Since we’re setting up Mongo, that means we need Sitecore XP, so choose that. You’ll need to configure a few things. For the SQL, a username and password. For Sitecore, you’ll need to provide the admin password and your license file. Make a note of these.

Under Sitecore XP Settings, you’ll need to provide connection strings to MongoDb. These will be available in the resource view for the CosmosDB instance we set up, if you didn’t make a note of them previously. You’ll need to edit that connection string to add the XDB table name that Sitecore expects. For example, for the analytics connection string,

mongodb://your-resource-name:12345yourResourceToken12345==@your-resource-name.documents.azure.com:12345/sitecore_analytics?ssl=true&replicaSet=globaldb

It will take some time for your new Sitecore environment to be provisioned. Once it’s ready, open up the resource viewer. In the Essentials view, you’ll see the url of your new instance. Go ahead and open that up, and you’ll see the familiar Sitecore welcome page. You can even log into Sitecore. In Azure, open up Application Insights and view the Log Stream (you may need to turn on Application Logs in the Diagnostic Logging tab first). You’re probably seeing errors related to MongoDb, in particular an error about the transport stream.
“Unable to connect to a member of the replica set matching the read preference Primary: Authentication failed because the remote party has closed the transport stream.”

This is because Cosmos DB requires an SSL connection, and out of the box, Sitecore does not support that. So, we’ll need to deploy a fix for this. Fortunately, Sitecore provides us a pipeline to hook into to override the MongoDB Connection behavior. To correct this issue, we’ll need to enable secure connections to MongoDB.

Deploying a change to Sitecore PaaS

We’ll need to create a class to insert into the updateMongoDriverSettings pipeline. Our processor is going to explicitly set the connection mode to be secure and tell it to use TLS 1.2 in order to connect to Cosmos DB. Here’s the code:


using System.Security.Authentication;
using MongoDB.Driver;
using Sitecore.Analytics.Pipelines.UpdateMongoDriverSettings;

namespace Sitecore.SharedSource.CustomMongo
{
  public class CustomMongoDbClientProcessor : UpdateMongoDriverSettingsProcessor
  {
    public override void UpdateSettings(UpdateMongoDriverSettingsArgs args)
    {
    args.MongoSettings.SslSettings = new SslSettings();
    args.MongoSettings.SslSettings.EnabledSslProtocols = SslProtocols.Tls12;
    }
  }
}

And here’s the config file we need to insert the processor:


<?xml version="1.0" encoding="utf-8" ?>
<configuration>
  <sitecore>
    <pipelines>
      <updateMongoDriverSettings>
        <processor type="Sitecore.SharedSource.CustomMongo.CustomMongoDbClientProcessor, Sitecore.SharedSource.CustomMongo" />
      </updateMongoDriverSettings>
    </pipelines>
  </sitecore>
</configuration>

Finally we need to deploy this to our Azure app. Azure offers a lot of options for deployment, but for this example we’ll settle for FTP. You’ll need to set up credentials for the FTP connection, you can do that under Deployment credentials.

 

Once you’ve done that, take a look at the overview page, and you’ll see your FTP information.

Connect with your FTP client of choice, and upload our new DLL with our processor to the /bin folder and our new config to App_Config/Include/zzz.

With this processor in place, Sitecore should now be connected to Cosmos DB.

Why you should use Solr 6 with Sitecore

I’m recently set up Sitecore with Solr 6.2. Anyone who has used Sitecore and Solr already has probably been aggravated by one annoying bug/oversight in the Solr admin, something that’s finally been fixed.7dc962eabf1

How beautiful is that? We can finally see the full name of the core in the selector!

So far I haven’t found any compatibility issues with Sitecore 8.2 and Solr 6.2. Give it a try!

Publish Sitecore Media Items on Referenced Datasources

One of the great additions to Sitecore 8 is the ability to publish related items when executing a publish. Using this feature, you’ll be sure to publish out any necessary items that may be needed to render the page correctly, such as data sources, referenced taxonomy items, or images.

However, you may still have some gaps when using this feature. Consider common scenario where you have a new page, and you add a component to the page that uses an separate item as a data source. On that data source is a field for an image. When publishing the page, the newly created data source item goes out, but the media item linked to on that data source does not.

This is because of the way Sitecore processes referenced items. In essence, it only goes one level deep in the reference tree. So, items referenced by the item being published will be added to the queue, but items referenced by those referenced items will not.

Normally this is ok. If the publisher crawled references recursively, you’d probably wind up in an infinite publishing loop, or you’d at least wind up doing a large publish unintentionally. But it is common for data source items to reference new content, like media, so we need to include those in the publish too.

There’s a pipeline in Sitecore 8 we can use specifically for this purpose, the <getItemReferences> pipeline. Out of the box, it includes a step to AddItemLinkReferences. This step is the one responsible for adding our referenced data source item, so we can override this step to add logic to include media referenced by that data source.

Like all great Sitecore developers, we customize Sitecore by reflecting on their code and replacing it with our own logic. I opened up Sitecore.Publishing.Pipelines.GetItemReferences.AddItemLinkReferences, and added the following.

...
  foreach (Item obj in itemLinkArray.Select(link => link.GetTargetItem()).Where(relatedItem => relatedItem != null))
  {
    list.AddRange(PublishQueue.GetParents(obj));
    list.Add(obj);
    // This will look at the item's links looking for media items.
    list.AddRange(GetLinkedMediaItems(obj));
  }
  return list.Distinct(new ItemIdComparer());
}

Then we’ll add the GetLinkedMediaItems method,

protected virtual List<Item> GetLinkedMediaItems(Item item)
{
  List<Item> mediaList = new List<Item>();
  ItemLink[] itemLinkArray = item.Links.GetValidLinks()
    .Where(link => item.Database.Name.Equals(link.TargetDatabaseName, StringComparison.OrdinalIgnoreCase))
    .ToArray();
  foreach (ItemLink link in itemLinkArray)
  {
    try
    {
      Item target = link.GetTargetItem();       
      if (target == null || !target.Paths.IsMediaItem) 
        continue;
      // add parent media items or folders
      Item parent = target.Parent;
      while(parent != null && parent.ID != ItemIDs.MediaLibraryRoot)
      {
        mediaList.Insert(0, parent);
        parent = parent.Parent;
      }
      mediaList.Add(target);
    }
    catch (Exception ex)
    {
      Log.Error("Error publishing reference link related media items", ex, typeof(AddItemAndMediaLinkReferences));
    }
  }
  return mediaList;
}

We can include this new pipeline by replacing the old one we reflected on.

<configuration xmlns:patch="http://www.sitecore.net/xmlconfig/">
 <sitecore>
  <pipelines>
   <getItemReferences>
    <processor type="Sitecore.SharedSource.Pipelines.Publish.AddItemAndMediaLinkReferences, Sitecore.SharedSource"
               patch:instead="processor[@type='Sitecore.Publishing.Pipelines.GetItemReferences.AddItemLinkReferences, Sitecore.Kernel']"/>
   </getItemReferences>
  </pipelines>
 </sitecore>
</configuration>

With this in place, media items referenced on any linked item will be published. You can further refine the logic to just consider data sources, perhaps by checking the path or template to ensure it’s a data source, to cut down on unintentional publishes.

Keep Sitecore Online When Solr Fails

There have been a few experimental patches made available from Sitecore to improve the support for Solr. One particularly thorny issue is that Sitecore will throw exceptions, thus bringing down your site, if Solr is misconfigured or unavailable. Recently the source for a patch was released on GitHub by Sitecore support that addresses this. It even supports switch on rebuild.

https://github.com/andrew-at-sitecore/Sitecore.Support.391039

With this patch, Sitecore will poll at a configured interval for a Solr connection. If available, it will initialize the indexes or create your IQueryable objects. Otherwise, it will log an error, and return an empty result set if applicable.

The magic is in the how the patch initializes the index and Queryable objects. Using the StatusMonitor class included with the patch, it checks to see if Solr is available before attempting to use the connection.

void ISearchIndex.Initialize()
{
  SolrStatusMonitor.CheckCoreStatus(this);
  if (this.PreviousConnectionStatus == 
      ConnectionStatus.Succeded)
  {
    base.Initialize();
  }
}

To use this patch, you’ll need to build it against your version of Sitecore. After that, drop in the patch config and follow the example in the provided configs to swap the types on your Solr indexes to the fail-tolerant Solr search indexes.

One disclaimer: This patch will keep your CD servers online if Solr fails, but the Sitecore Admin will not function. So, your authors will not be able to use the back end until the Solr problem is corrected.

Benchmarking Sitecore Publishing

Publishing has been a sore spot lately for some of our clients due to the high amount of content they have in their Sitecore environment. When you start to get into hundreds of thousands of pieces of content, a full site publish is prohibitive. Any time a change is made that requires a large publish your deployment window goes from an hour to potentially an all-day affair. If a user accidentally starts a large publish, subsequent content publishes will get queued and backed up until that large publish completes, or until someone logs into the server and restarts the application.

Still waiting

There are options available to speed up the publishing process. Starting in Sitecore 7.2, parallel publishing was introduced, along with some experimental optimization settings. In Sitecore 8.2, we have a new option, the Sitecore Publishing Service.

What benefits can we see from these options?  I decided to do some tests of large content publishes using these techniques. Each publishing option has its own caveats of course, but this post is concerning itself mainly with the publishing performance of each of the available options.

Skip to the results!

Methodology

I wanted to run these tests in as pure an environment as possible. I set up 3 Sitecore 8.2 environments using Sitecore Instance Manager on my local machine. Using the FillDB tool, I generated 100,000 content items nested in a folder under the site root. Each of these items is of the Sample Item template that ships with a clean Sitecore installation. Full Publish on the entire site was used in each example. Each time the content was being published for the first time.

For benchmarking purposes, my local machine has the following specs,

  • Intel  i7, 8 Core, 2.3 GHz CPU
  • 16 GB RAM
  • Seagate SSHD (not an SSD, but it claims to perform like an SSD!)
  • Windows 7 x64, SP1
  • SQL Server Express 2015
  • .NET 4.6 and .NET Core installed

Default Publishing

The first test was doing a full site publish after generating 100,000 content items using the out-of-the-box publishing configuration. This is probably how most of Sitecore sites are configured unless you took steps to optimize the publishing processes. The results are, as expected, not great.

21620 12:19:30 INFO  Job started: Publish
21620 13:51:18 INFO  Job ended: Publish (units processed: 106669)

That’s over 90 minutes to publish these items, and the content items themselves only had 2 fields with any data.

Parallel Publishing

Next I tested parallel publishing, introduced in Sitecore 7.2. To use this, you need to enable Sitecore.Publishing.Parallel.config. Since I have an 8 core CPU, I set the Publishing.MaxDegreeOfParallelism setting to 8.

There is also Sitecore.Publishing.Optimizations.config, which contains, as the name implies, some optimization settings for publishing. The file comments state that the settings are experimental, and that you should evaluate them before using them in production. For purposes of this test, I ignored this file.

With parallel publishing enabled we see a much shorter publish time of around 25 minutes.

12164 14:27:10 INFO  Job started: Publish to 'web'
12164 14:52:58 INFO  Job ended: Publish to 'web' (units processed: 106669)

Publishing Optimizations

I reran the previous test with the Sitecore.Publishing.Optimizations.config enabled, along with the parallel publishing. This shortened the publish to around 15 minutes.

9836 15:52:34 INFO  Job started: Publish to 'web'
9836 16:07:20 INFO  Job ended: Publish to 'web' (units processed: 106669)

Sitecore Publishing Service

New in Sitecore 8.2 is the Publishing Service, which is a separate web application written in .NET Core that replaces the existing publishing mechanism in your Sitecore site. The documentation on setting up this service is thorough, so kudos to Sitecore for that, however it can be a bit dense. I found this blog post quite helpful in clearing up my confusion. Using it in conjunction with the official documentation, I was able to set up this service in less than an hour.

I ran into a problem using this method, however. The Publishing Service uses some new logic to gather the items it needs to publish, and one of the things it keys off of is the Revision field. Using the FillDb tool doesn’t explicitly write to the Revision field, therefore the service didn’t publish any of my generated items. I wound up running a script with Sitecore Powershell to make a simple edit to these items forcing the Revision field to be written. After that, my items published as expected.

The results were amazing. The new Publish Service was able to publish the entire site, over 100,000 items, in just over 4 minutes. That’s over 20x faster than the default publish settings.

2016-10-19 16:34:17.027 -04:00 [Information] New Job queued : 980bee8e-a132-4041-82d8-155b8496b19f - Targets: "Internet"
2016-10-19 16:39:07.304 -04:00 [Information] Job Result: 95b88a85-64f4-465e-b33d-a7a901331488 - "Complete" - "OK". Duration: 00:04:05.2786436

Summary

Each of these optimizations come with caveats. Parallel Publishing can introduce concurrency issues if you’re firing events during publish. The optimization config settings need to be vetted before rolling out, as it disables or alters many features you may be using, even if you don’t realize you’re using them.

If you’re on Sitecore 8.2 I strongly recommend giving the Publishing Service a look. Like any change to your system, you’ll want to test the effects it has on your publishing events and other hooks before rolling it out.