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Sitecore CMS Implementation Best Practices
                                                                                                  V 2.0
                                             Technical Best Practices for Implementing Sitecore CMS in Your Website




This white paper was developed by Oshyn, a
valued Sitecore Partner.

www.oshyn.com
Copyright

Copyright © 2011 Oshyn, Inc. All Rights Reserved.

Restricted Rights Legend
This document may not, in whole or in part, be photocopied, reproduced, translated, or reduced to any electronic medium or machine
readable form without prior consent, in writing, from Sitecore and Oshyn, Inc. Information in this document is subject to change
without notice and does not represent a commitment on the part of Sitecore or Oshyn, Inc.

Trademarks
Sitecore is a registered trademark of Sitecore. All other company and product names are trademarks of their respective owners.




                                                                      1.888.483.1770 | www.oshyn.com | newbusiness@oshyn.com
Table of Contents

Executive Summary……………………………………………………………………………………………...…….……………….4
Scalability Best Practices………………………………………………………………………………………………………………6
Templates Best Practices………………………………………………………………………………………………………………9
Presentation Component Best Practices……………………………………………………………………………………………12
Content Structure Best Practices…………………………………………………………………………………………………….14
Media Assets Best Practices…………………………………………………………………………………………………………16
Security Best Practices………………………………………………………………………………………………………………..17
Caching Best Practices……………………………………………………………………………………………………………….19
Workflow Best Practices……………………………………………………………………………………………………………...21
Development Best Practices………………………………………………………………………………………………...............22
Acknowledgements……………………………………………………………………………………………………………………25
References……………………………………………………………………………………………………………………………..25




                                          1.888.483.1770 | www.oshyn.com | newbusiness@oshyn.com
Executive Summary

Sitecore CMS is an extensive Web Content Management (WCM) platform. It offers reduced
IT expenditures, a streamlined content lifecycle, and a return of content control to the subject
matter experts. The newest incarnation of Sitecore CMS version 6.0 is a mature product that
incorporates standard social media components such as wikis, blogs, RSS syndication and
“e-mail a friend” features.

Based on standard .NET technologies, Sitecore offers customers a seemingly clear path to
implementation. Though, like any other project implementation, there is careful planning
required. And only by planning carefully, you’re able to execute to perfection. Every Sitecore
implementation requires you to outline the basic features and then create templates and
components based on these features. Oshyn has extensive experience with implementing
many content management systems for various clients. This experience allows us to
understand the overall business goals and consequently create meaningful, user-centric
features that will help organizations achieve those goals. We understand the key decisions
that must be made prior to implementation and have some valuable tips that will ensure your
business and technical users continued to have a positive and productive experience with the
Sitecore content management system.

This is the second white paper Oshyn has created about Sitecore best practices. While our
first Sitecore Best Practices white paper focuses on more general business best practices,
this paper dives deeper into more technical side of your Sitecore implementation.


How to read this white paper

In order to help you apply these best practices to your implementation, we’ve categorized our
recommendations as follows:

   Scalability Best Practices
   Template Best Practices
   Presentation Component Best Practices
   Content Structure Best Practices
   Media Assets Best Practices


                                1.888.483.1770 | www.oshyn.com | newbusiness@oshyn.com
   Caching Best Practices
   Workflow Best Practices
   Development Best Practices.

For each of the practices, we have mentioned the area it impacts such as:

   “Content Editor Experience” – to indicate better content editor usage experience
   “Site Visitor Experience” –to indicate it has impact on Site visitor experience
   “Implementation” – to indicate that it is required for consideration during implementation
   “Performance” – to indicate that the issue has some performance related impact
   “Security” – to indicate it has some security considerations
   “Functionality” – to indicate it has some impact to the functionality




                                1.888.483.1770 | www.oshyn.com | newbusiness@oshyn.com
Scalability Best Practices
In general, CMS servers are distinguished into Authoring/Master and Delivery servers, as the requirements and the users interacting
with the Authoring and Delivery servers are usually different.

#    Practice                                     Rationale                                            Impact
1    Enable sticky sessions on Authoring           Authoring Sitecore is recommended (by default)      Content Editor Experience
     Sitecore Servers in case of clustered         to be operating in “InProc” session mode.
     Authoring servers, as CM instances            <sessionState mode="InProc"
     must be in “InProc” session state             stateConnectionString="tcpip=127.0.0.1:42424"
     mode.                                         sqlConnectionString="data
                                                   source=127.0.0.1;user id=**;password=**"
                                                   cookieless="false" timeout="20"/>

                                                  Enabling sticky sessions will cause consecutive
                                                  requests of the user session stick with one
                                                  server, avoiding any loss of state for the user.
2    On Authoring Servers, if Upload              If Upload Watcher is not disabled, any files when    Security
     Watcher application is not required,         dropped into the /upload folder will automatically
     then disable it. If enabled, then use        be imported as items into Sitecore. If script and
     Upload Filter Tool to restrict the type of   execute permissions are not denied, then
     files that can be uploaded to the            executables can be uploaded and executed,
     Upload Folder and deny script and            opening up a security hole. To disable Upload
     execute permissions on this /upload          Watcher, Comment this line
     folder.                                      <add name="SitecoreUploadWatcher"
                                                  type="Sitecore.Resources.Media.UploadWatcher
     Assuming content process flow                , Sitecore.Kernel" />
     happens from Authoring to Delivery
     Servers, disable the upload watcher
     and deny script and execute
     permissions on upload folder.
3    In case of clustered Delivery Servers,       Any Session storage mechanism used in                Functionality
     make sure application Session and            Clustered scenarios involves serializing and de-
     Viewstate stored .NET objects are            serializing objects stored in Session. An error is
     serialize-able and the modules being         thrown if the object being stored in session
     used work in clustered mode                  cannot be serialized. Serialization can be done
                                                  by using the “SerializableAttribute” on the object


                                                                           1.888.483.1770 | www.oshyn.com | newbusiness@oshyn.com
1.888.483.1770 | www.oshyn.com | newbusiness@oshyn.com

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Sitecore CMS Implementation Best Practices

  • 1. Sitecore CMS Implementation Best Practices V 2.0 Technical Best Practices for Implementing Sitecore CMS in Your Website This white paper was developed by Oshyn, a valued Sitecore Partner. www.oshyn.com
  • 2. Copyright Copyright © 2011 Oshyn, Inc. All Rights Reserved. Restricted Rights Legend This document may not, in whole or in part, be photocopied, reproduced, translated, or reduced to any electronic medium or machine readable form without prior consent, in writing, from Sitecore and Oshyn, Inc. Information in this document is subject to change without notice and does not represent a commitment on the part of Sitecore or Oshyn, Inc. Trademarks Sitecore is a registered trademark of Sitecore. All other company and product names are trademarks of their respective owners. 1.888.483.1770 | www.oshyn.com | newbusiness@oshyn.com
  • 3. Table of Contents Executive Summary……………………………………………………………………………………………...…….……………….4 Scalability Best Practices………………………………………………………………………………………………………………6 Templates Best Practices………………………………………………………………………………………………………………9 Presentation Component Best Practices……………………………………………………………………………………………12 Content Structure Best Practices…………………………………………………………………………………………………….14 Media Assets Best Practices…………………………………………………………………………………………………………16 Security Best Practices………………………………………………………………………………………………………………..17 Caching Best Practices……………………………………………………………………………………………………………….19 Workflow Best Practices……………………………………………………………………………………………………………...21 Development Best Practices………………………………………………………………………………………………...............22 Acknowledgements……………………………………………………………………………………………………………………25 References……………………………………………………………………………………………………………………………..25 1.888.483.1770 | www.oshyn.com | newbusiness@oshyn.com
  • 4. Executive Summary Sitecore CMS is an extensive Web Content Management (WCM) platform. It offers reduced IT expenditures, a streamlined content lifecycle, and a return of content control to the subject matter experts. The newest incarnation of Sitecore CMS version 6.0 is a mature product that incorporates standard social media components such as wikis, blogs, RSS syndication and “e-mail a friend” features. Based on standard .NET technologies, Sitecore offers customers a seemingly clear path to implementation. Though, like any other project implementation, there is careful planning required. And only by planning carefully, you’re able to execute to perfection. Every Sitecore implementation requires you to outline the basic features and then create templates and components based on these features. Oshyn has extensive experience with implementing many content management systems for various clients. This experience allows us to understand the overall business goals and consequently create meaningful, user-centric features that will help organizations achieve those goals. We understand the key decisions that must be made prior to implementation and have some valuable tips that will ensure your business and technical users continued to have a positive and productive experience with the Sitecore content management system. This is the second white paper Oshyn has created about Sitecore best practices. While our first Sitecore Best Practices white paper focuses on more general business best practices, this paper dives deeper into more technical side of your Sitecore implementation. How to read this white paper In order to help you apply these best practices to your implementation, we’ve categorized our recommendations as follows:  Scalability Best Practices  Template Best Practices  Presentation Component Best Practices  Content Structure Best Practices  Media Assets Best Practices 1.888.483.1770 | www.oshyn.com | newbusiness@oshyn.com
  • 5. Caching Best Practices  Workflow Best Practices  Development Best Practices. For each of the practices, we have mentioned the area it impacts such as:  “Content Editor Experience” – to indicate better content editor usage experience  “Site Visitor Experience” –to indicate it has impact on Site visitor experience  “Implementation” – to indicate that it is required for consideration during implementation  “Performance” – to indicate that the issue has some performance related impact  “Security” – to indicate it has some security considerations  “Functionality” – to indicate it has some impact to the functionality 1.888.483.1770 | www.oshyn.com | newbusiness@oshyn.com
  • 6. Scalability Best Practices In general, CMS servers are distinguished into Authoring/Master and Delivery servers, as the requirements and the users interacting with the Authoring and Delivery servers are usually different. # Practice Rationale Impact 1 Enable sticky sessions on Authoring Authoring Sitecore is recommended (by default) Content Editor Experience Sitecore Servers in case of clustered to be operating in “InProc” session mode. Authoring servers, as CM instances <sessionState mode="InProc" must be in “InProc” session state stateConnectionString="tcpip=127.0.0.1:42424" mode. sqlConnectionString="data source=127.0.0.1;user id=**;password=**" cookieless="false" timeout="20"/> Enabling sticky sessions will cause consecutive requests of the user session stick with one server, avoiding any loss of state for the user. 2 On Authoring Servers, if Upload If Upload Watcher is not disabled, any files when Security Watcher application is not required, dropped into the /upload folder will automatically then disable it. If enabled, then use be imported as items into Sitecore. If script and Upload Filter Tool to restrict the type of execute permissions are not denied, then files that can be uploaded to the executables can be uploaded and executed, Upload Folder and deny script and opening up a security hole. To disable Upload execute permissions on this /upload Watcher, Comment this line folder. <add name="SitecoreUploadWatcher" type="Sitecore.Resources.Media.UploadWatcher Assuming content process flow , Sitecore.Kernel" /> happens from Authoring to Delivery Servers, disable the upload watcher and deny script and execute permissions on upload folder. 3 In case of clustered Delivery Servers, Any Session storage mechanism used in Functionality make sure application Session and Clustered scenarios involves serializing and de- Viewstate stored .NET objects are serializing objects stored in Session. An error is serialize-able and the modules being thrown if the object being stored in session used work in clustered mode cannot be serialized. Serialization can be done by using the “SerializableAttribute” on the object 1.888.483.1770 | www.oshyn.com | newbusiness@oshyn.com
  • 7. 1.888.483.1770 | www.oshyn.com | newbusiness@oshyn.com