sitecore foundry · 2019. 3. 6. · sitecore foundry can be hosted on a microsoft windows 2003...
TRANSCRIPT
Sitecore Corporation
Sitecore. www.sitecore.net [email protected]
Content Delivery [email protected] +45 70 23 66 60
Sitecore Foundry Installation Guide
Author: Sitecore Corporation
Date: Thursday, 31 January 2008
Release: Rev. 0.9
Language: English
Sitecore® is a registered trademark. All other brand and product names are the property of their
respective holders.
The contents of this document are the property of Sitecore.
Copyright © 2001-2007 Sitecore. All rights reserved.
Sitecore Sitecore Foundry Installation Guide Page 2 of 27 Sitecore® is a registered trademark. All other brand and product names are the property of their respective holders. The contents of this document are the property of Sitecore. Copyright © 2001-2007 Sitecore. All rights reserved.
Table of Contents
Chapter 1 Sitecore Foundry Prerequisites 3
Chapter 2 Installation 6 2.1 Installing Sitecore Foundry using Installation Wizard. 6 2.1.1 Introduction 6 2.1.2 Database Setup 6 2.1.3 Solution Root Setup 11 2.2 Installing Sitecore Foundry from zip archive 16 2.2.1 Configuring permissions 17 2.2.2 Configuring the server connection mode 19 2.2.3 Adding cluster indexes to the sql databases. 19
Chapter 3 Post Installation Steps 21 3.1 Tighten MS SQL security 21 3.1.1 Add New Login 21 3.1.2 Add the new user to the database 22 3.1.3 Add new role to the database 22 3.1.4 Grant Execute Rights 24 3.1.5 Add role to db_datareader and db_datawriter 25 3.2 Database Index Tuning 25 3.2.1 Recommended Database Changes to Improve Performance 26 3.2.2 Tuning Indexes in Management Studio 26 3.2.3 Index Maintenance 27 3.2.4 Staging Considerations 27 3.2.5 References 27
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Chapter 1 Sitecore Foundry Prerequisites
Sitecore Foundry can be hosted on a Microsoft Windows 2003 server accessed by multiple
clients. For Sitecore server hosts, Sitecore Foundry highly recommends Microsoft SQL Server
2005 running on a separate database server. Microsoft SQL Server Express Edition and Visual
Studio 2005 are recommended for developer workstations hosting Sitecore.
To reduce ASP.NET configuration issues on Sitecore hosts, install IIS before updating the .NET
framework. Some antivirus Software can be detrimental to performance of ASP.NET applications
such as Sitecore. For Sitecore hosts, use only those antivirus scanners certified for the operating
system (see http://cert.veritest.com/CfWreports/server). Certain listed products may interfere with
the application such as affecting HTTP data streams; Norton Antivirus is one known culprit.
Sitecore clients are simply browser-based user interfaces; other than Firefox 2 or Microsoft
Internet Explorer 7 or 6 configured as described below, no additional software must be installed
on Sitecore clients accessing Sitecore hosts. All Sitecore host and client systems should meet any
minimum criteria outlined by Microsoft and/or other respective software vendors for the relevant
component configurations such as a Microsoft Windows XP workstation or Microsoft Windows
2003 ASP.NET server.
Microsoft Windows
Sitecore highly recommends Service Pack 2 (or R2) for Microsoft Windows 2003; as a minimum
Service Pack 1 is required.
Microsoft Windows 2000 is not supported by Sitecore Foundry.
As a Windows administrator, use Microsoft Windows Update
(http://windowsupdate.microsoft.com) to patch and reboot Sitecore host and client machines until
Windows Update reports no remaining relevant updates are available excepting any updates
documented by Sitecore to negatively affect the application.
Sitecore supports and tests the CMS product on 32-bit Windows operating systems and on 64-bit
Windows operating systems using 32-bit compatibility mode for web applications (Microsoft
Vista and Microsoft Windows 2003).
Any available updates to the .NET framework should be applied to Sitecore hosts. Windows
console or Remote Desktop access and administrative rights are required to install software such
as Sitecore and Windows Updates.
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Internet Explorer
Sitecore Foundry supports Firefox 2 for the WebEdit, Preview, Content Editor and Workbox
Sitecore clients, Microsoft Internet Explorer is not required. Internet Explorer 6 or 7 is required
for the Desktop and DeveloperCenter clients. For Internet Explorer 6, MSXML 4.0 must be
installed either KB918899 (http://support.microsoft.com/kb/923996) must be removed or
KB923996 (http://support.microsoft.com/kb/923996) must be installed; alternatively to obtain
KB923996 which correct the defect in the browser:
Windows XP:
http://www.microsoft.com/downloads/details.aspx?FamilyID=ff9bc431-01f3-48e8-9a58-
d701d2e60c1d&DisplayLang=en
Windows 2003:
http://www.microsoft.com/downloads/details.aspx?familyid=4AE4AA58-97FB-4CCF-
ABA4-F9271A9282E2&displaylang=en
No updates are required for Internet Explorer 7.
Sitecore Host Database
Sitecore hosts require access to a relational database. Options include:
1. Microsoft SQL Server 2005
2. Free Microsoft SQL Server 2005 Express Edition
Minimum Sitecore Client Requirements
Intel Pentium IV at 2GHz or faster processor
512MB RAM minimum, 1GB recommended
Firefox 2.0 or Internet Explorer 6 or 7 for WebEdit, Preview, Content Editor and
Workbox Sitecore clients. For the Sitecore Desktop only Internet Explorer 6 or 7 is
supported. Internet Explorer 7 is supported on Microsoft Windows Vista as a client for
authoring content.
TCP/IP connection at 512Kbps or faster to the Sitecore host
1024x768 or greater screen resolution recommended and required for advanced
operations and specific modules
Minimum Sitecore Development Host Requirements
Includes Minimum Sitecore Client Requirements
1 GB RAM minimum, 2GB recommended
Updated Microsoft Windows operating system with IIS and ASP.NET 2.0 installed. For
information about supported operating systems, see Microsoft Windows section above.
Microsoft SQL 2005 Express Edition running locally highly recommended, SQL Server
2005 optional
Microsoft Visual Studio .NET highly recommended
Minimum Sitecore Server Host Requirements
Includes Minimum Sitecore Client Requirements if the server will also be used as a
Sitecore client
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Intel Core Duo or faster processor, dual CPUs recommended
2 GB RAM minimum, 4GB recommended
Updated Microsoft Windows operating system with IIS and ASP.NET 2.0 installed. For
information about supported operating systems, see Microsoft Windows section above.
Microsoft SQL Server 2000 or 2005 on a separate machine highly recommended
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Chapter 2 Installation
Sitecore Foundry distributive is shipped in two versions:
1. Executable installation wizard (for instance, Sitecore Foundry XXXX.exe)
This distributive version is easier to install but requires a permissions to launch .exe files
on a server.
2. Archive of the clean Sitecore Foundry root folder.
This distributive is a zip archive containing the product‟s root folder with all necessary
databases. Manual setup is required after the solution is extracted from the archive.
The following sections describe each of these installation versions in detail.
2.1 Installing Sitecore Foundry using Installation Wizard.
This section describes the Sitecore Foundry installation wizard which guides you through the
setup process.
2.1.1 Introduction
Sitecore Foundry installation program consists of two separate.exe installation files:
Sitecore Foundry XXXX.exe
Sitecore Foundry XXXX DB.exe
If you wish to setup both the Sitecore SQL databases and the Sitecore Client on the same
machine, you will only need the Sitecore Foundry XXXX.exe file.
If the databases are to be hosted on a separate database server, you should run Sitecore Foundry
XXXX DB.exe on that server first, and then perform the installation of the Sitecore Client on the
client machine.
The following manual describes the correct way of Sitecore Foundry installation.
2.1.2 Database Setup
Below we consider the case when the databases are hosted on a separate database server.
1. Run Sitecore Foundry XXXX DB.exe on the database server.
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2. Review the Welcome dialog.
3. The License Agreement dialog.
Read the license terms and select Accept if you agree to continue the installation, or
Decline if you disagree and cancel the installation.
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4. The Instance Name dialog.
The Instance Name is a unique folder name for the database files to be stored.
5. The Destination Folder dialog.
This dialog allows changing the default destination folder for the Sitecore databases.
You should also use this path during the installation of the Sitecore Client afterwards.
This path will be written in to the configuration files to specify the database location.
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6. The SQL Login Settings dialog.
Provide the connection settings for MS SQL database types here.
By default sa user is used. For information about creating appropriate database users, see
3.1, Tighten MS SQL security.
When you press Next, the installation program will try to establish the connection using
the parameters specified. If the attempt is successful, you will be allowed to proceed.
Otherwise, the program will offer to try again. Note that you should provide the SQL
Server name, which is used on the current server. Otherwise, the installation will not be
performed correctly.
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7. Ready to Install dialog.
Press Install to start the installation process or Back if you wish to change something.
8. Installation complete dialog.
This dialog will be displayed when the installation is successfully completed.
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2.1.3 Solution Root Setup
1. Start Sitecore Foundry XXXX.exe 2. Review the Welcome dialog.
3. The License Agreement dialog.
Read the license terms and select Accept if you agree to continue the installation, or Decline
if you disagree and cancel the installation.
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4. The prerequisites dialog.
The installation checks the prerequisites at the very beginning of the installation. This dialog
shows the results of the check. If your machine satisfies the prerequisites, the green
checkmark is displayed; otherwise you will see a red cross mark. There is also an option to
install ASP.NET 2.0 component on the chosen site.
This option is checked by default. If the last prerequisite from the list is not satisfied, it is
strongly recommended to leave this checkbox checked. If you uncheck it, then you are made
responsible for the web site configuration.
5. The License dialog.
Browse and point the valid Sitecore license. Only in this case you will be allowed to proceed
with the installation. Click Browse button and select the license file, then click Next.
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6. The Website name dialog.
Enter the name of the Sitecore website here. Due to the fact that several instances of Sitecore
can be installed on one machine, this name serves as a unique identifier for the rest of the
information related to this particular instance.
7. The Destination folder dialog.
This dialog allows changing the default destination folder for Sitecore.
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8. Choose IIS site dialog
If you install Sitecore on Windows 2003 operating system, this dialog lets you specify
whether you wish to create a new IIS website for the new Sitecore instance, or use any
existing one. The checkbox “Create IIS site” is set by default. If you uncheck it, the dropdown
menu with all available sites will appear. Choose a site, and Sitecore will be accessible
through this site after the installation.
9. Choose installation type.
We are trying install Sitecore Foundry on two servers, so you should select the Client only
type and set database folder same as you set in the database installer.
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10. The SQL login settings dialog
Provide the connection settings for MS SQL or SQL Express database types here. In case of
MS SQL 2000 or SQL Express / 2005 option and client only installation type, the name of
database server should be entered, where the databases are already installed. When you press
Next, the installation program will try to establish the connection with the parameters
specified. If the attempt is successful, you will be allowed to proceed. Otherwise, the program will offer to try again.
11. Ready to install dialog.
Look through your choices here. There is also an option to switch the IIS root to the newly
created Sitecore instance. Press Install if you agree with the settings or Back, if you wish to
change something.
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12. Installation complete dialog.
This dialog will be displayed if the installation is completed successfully. You may check the
Run Sitecore checkbox to run Sitecore after clicking the Finish button.
2.1.3.1 Configure mss.config and ISS.
Change the settings in the mss.config file:
Fill the MainSiteDescription setting in mss.config file with the name of the created site.
This should be the name selected in the Website name dialog.
Fill the MainSiteAddress setting with the URL of the new site.
Perform steps 8-10 from Section 2.2, Installing Sitecore Foundry from zip archive
(404 handler, mail server, add admin right to application pool user).
2.2 Installing Sitecore Foundry from zip archive
This section describes the installation of Sitecore Foundry from a zip archive. The installation
process consists of the following steps.
1. Install and patch Microsoft Windows, IIS, ASP.NET, SQL Server.
2. Extract the .zip distributive of Sitecore Foundry to a folder which is supposed to be the
web site root folder (for example, C:\Inetpub\SitecoreFoundry).
3. Place the appropriate license.xml file in the folder specified by the dataFolder setting in
web.config file. The location of the license.xml file can also be specified by the following
string in web.config:
<setting name="LicenseFile" value="$(dataFolder)/license.xml" />
4. Configure the security permissions as described in the Configuring permissions section.
5. Specify the connection to Sitecore Foundry SQL databases by entering appropriate
attribute values in the /configuration element of
/Website/App_Config/SqlServer/fileConnections.config file.
The attributes have the following meaning:
serverName – the name of SQL server
dataFolder – the folder where the Sitecore Foundry databases reside
prefix – the database prefix
user – SQL sever user
password - SQL sever user password
For example:
<configuration serverName=".\SQLEXPRESS" dataFolder="d:\Sitecore
Foundry\Databases\" prefix="scf53" user="sa" password="12345">
The databases will be attached to SQL server dynamically when Sitecore Foundry starts.
By default Sitecore Foundry runs in file connection mode. If you want to run the product
in server connection mode, please refer to Section 0, Before attaching the databases,
ensure that SQL server has access to the database files at the file level. SQL server runs
in a security context of a given user. In SQL Server 2005 a couple of new windows user
accounts have been created. One of them is
„SQLServer2005MSSQLUser$(servername)$SQL_2005‟, where „(servername)‟ is
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replaced by the name of the physical server being installed on. Giving this account full
access ensures that SQL server has necessary security rights to manipulate the database
files.
For instance, on a machine running Windows XP the NETWORK SERVICE user should have
read/write permissions to the database files.
6. Configuring the server connection mode
7. Create a new web site in IIS which will be used as a Sitecore Foundry site.
8. Fill the MainSiteDescription setting in the mss.config file with the name of the created
site. You should also fill the MainSiteAddress setting with the URL of the new site.
9. Point the home directory of the IIS site to the Sitecore Foundry root folder (for instance,
C:\Inetpub\SitecoreFoundry).
10. Add custom error page in IIS. Use the following instructions to do this.
Start IIS Manager by running the inetmgr command from Windows console, select a
Sitecore Foundry web site, right-click on it, select Properties » Custom errors and set the
following value for 404 http error:
Message type: URL
URL: /sitecore/notfound.aspx
11. Change SMTPServer setting in the mss.config file located under the Sitecore Foundry
root folder to your smtp server.
<setting name="SMTPServer" value="server.mail.net" />
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12. To allow updating IIS binding the administration rights should be given to the selected
application pool user. If a custom user is used, such user should belong to the
Administrators group.
2.2.1 Configuring permissions
Requests for ASP.NET resources are executed with the permissions of ASP.NET. The default
ASP.NET account on Windows 2003 is local user named NETWORK SERVICE.
In general, if permissions for OS users and roles are not specified in this document, they should
not be defined on the file system, although certain use cases will require expanded permissions.
The IUSR_* user should have Read and Execute access to the Sitecore Foundry root folder and
all descendants.
It‟s generally easiest to grant the ASP.NET user Full Control of the Sitecore Foundry root folder
and Data folders as well as all descendants, but it‟s also possible to further restrict permissions.
The ASP.NET user must have Read and Write access to the following resources under the
specified circumstances:
Directory Situations in which ASP.NET Requires Full
Control
/data All Sitecore Foundry environments in which this
folder is used.
/indexes All Sitecore Foundry environments.
/layouts If Developer Center will be used to create and modify
layouts and sublayouts.
/sitecore/shell/Applications/debug All Sitecore Foundry environments against which
CMS users authenticate (generally everything except
content delivery/runtime servers); create this directory
if it does not exist.
/sitecore/shell/Controls/debug All Sitecore Foundry environments against which
CMS users authenticate (generally everything except
content delivery/runtime servers); create this directory
if it does not exist.
/temp All Sitecore Foundry environments.
/upload Sitecore Foundry environments to which users
interactively upload media.
/xsl If Developer Center will be used to create and modify
XSL renderings.
/sitecore modules/mss For custom Sitecore Foundry XML controls, all
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directories specified in the ControlSources section of
web.config must contain a debug folder with
Read/Write access by the ASP.NET user.
Before attaching the databases, ensure that SQL server has access to the database files at the file
level. SQL server runs in a security context of a given user. In SQL Server 2005 a couple of new
windows user accounts have been created. One of them is
„SQLServer2005MSSQLUser$(servername)$SQL_2005‟, where „(servername)‟ is replaced by
the name of the physical server being installed on. Giving this account full access ensures that
SQL server has necessary security rights to manipulate the database files.
For instance, on a machine running Windows XP the NETWORK SERVICE user should have
read/write permissions to the database files.
2.2.2 Configuring the server connection mode
Sitecore Foundry works with SQL Server 2005 in two modes:
File connection mode – all databases are attached to the SQL Server when
Sitecore Foundry is started for the first time
Server connection mode – Sitecore Foundry connects to the predefined databases
on the server. In this mode you should attach databases to the server before you
start Sitecore Foundry.
To use the Server connection mode you should do the following:
1. Attach databases to a server.
To attach SQL databases to the server, use the SQL script which you can download by
following the next link:
http://sdn.sitecore.net/foundry_downloads.aspx
You should change two local variables in the script: @pathToDatabases – path to the
folder with databases, and @databasePrefix – the prefix which will be added to all
databases.
2. Execute the script on your server.
Note: make sure that SQL user has write access to the folder with databases.
3. Change connection mode to Server in the web.config file:
<configuration>
...
<sitecore database="SqlServer">
...
<connections serverMode="Server">
...
4. Change ServerConnection configuration file.
Specify connection to the databases in the ServerConnections.config file located in the
/App_Config/SqlServer/ folder. In the configuration section set server name, database
prefix, user name and user password:
<configuration serverName="_server_" prefix="_sc53_" user="_user_"
password="_password_">
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2.2.3 Adding cluster indexes to the sql databases.
Database index tuning can increase the performance of high-volume Sitecore solutions to improve
the user experience. For more information about database index tuning, refer to
Section 3.2, Database Index Tuning.
The SQL script which should help you to add cluster indexes for all databases can be downloaded
from the following page:
http://sdn.sitecore.net/foundry_downloads.aspx
To add indexes:
1. Start Sitecore Foundry.
2. Backup all SQL databases. This step is not necessary if you run the script on the clean
installation.
3. Change the database names in the script from SC53ARCHIVE, SC53CORE,
SC53MASTER, SC53RECYCLEBIN, SC53SECURITY, SC53WEB to the names of you
archive, core, master, recyclebin, security, web databases.
4. Execute the script.
The script adds cluster indexes to the specified databases.
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Chapter 3 Post Installation Steps
This section describes recommended steps to take after the Sitecore Foundry web root and
databases have been installed.
3.1 Tighten MS SQL security
This section applies to DBO's who want to tighten security on the SQL server.
Instead of giving dbowner rights (full MS SQL rights) to the user on all databases, you can create
roles that have nothing but execute rights on stored procedures and read/write rights on the tables.
3.1.1 Add New Login
Add new Login, e.g. "johnDoe":
Important Note: The following steps must be completed for each database.
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3.1.2 Add the new user to the database
Add the new user to the database, by right-clicking Users, New database user…
3.1.3 Add new role to the database
Add a new role, e.g. 'sitecore_user', by right-clicking Roles, New database role…
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Add new user (created in step 1) to the new role (created in step 2.a).
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3.1.4 Grant Execute Rights
Click OK, and then reopen the new role grant execute rights to all stored procedures and all user
defined functions (not system objects, e.g. prefixed with dt_):
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3.1.5 Add role to db_datareader and db_datawriter
To the existing roles, db_datareader and db_datawriter, add the new role:
Using SQL script to create user and role
Alternatively you may run this SQL script, that creates a user “sitecore” with password “sc”, and
adds the role “sitecore_user” to each database.
If you wish to create other user and other role, make appropriate changes to the script.
Download SQL script
3.2 Database Index Tuning
Database index tuning can increase the performance of high-volume Sitecore solutions to improve
the user experience for both editors and the viewing public. This article applies primarily to
Sitecore implementations using SQL Server 2005, though similar techniques could be applied on
solutions using other supported RDBMS technologies. The specific techniques described in this
resource have been shown to improve performance by up to 100 times for certain operations.
Note: this document applies to Sitecore versions through 5.3.1 070924. The database schema
released in subsequent versions contains the index changes suggested below, but the upgrade
process from 070924 and earlier does not apply these changes automatically (they should be
applied manually after the upgrade).
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3.2.1 Recommended Database Changes to Improve Performance
For the SharedFields table in All Sitecore Databases:
o Change the ndxLookup index from Nonclustered to Clustered
o Configure Fill Factor for the ndxLookup index to between 50% and 75%
o Enable Pad Index for the ndxLookup index
For the VersionedFields table in All Sitecore Databases:
o Create a clustered index named ndxItemIdon the column ItemId
o Configure Fill Factor for the ndxItemId index to between 50% and 75%
o Enable Pad Index for the ndxItemId
For the UnversionedFields table in All Sitecore “Master” databases:
o Create a clustered index named ndxItemId on the column ItemId
o Configure Fill Factor for the ndxItemId index to between 50% and 75%
o Enable Pad Index for the ndxItemId index
3.2.2 Tuning Indexes in Management Studio
Updating the Type of an Existing Index (from Nonclustered to Clustered)
To update properties of an existing index take the following action;
Expand Indexes under the table
Double-click on the index
Change the Index type property on the General tab.
Configuring the Fill Factor or enabling Pad Index for an Existing Index
To set the Fill Factor or enable Pad Index for an existing index take the following steps;
Expand Indexes under the table
Double-click the index
Select the Options tab
Select the Set fill factor checkbox and enter a percentage
Select the Pad index checkbox if appropriate.
Acknowledge the index properties
Right-click on the index and choose Rebuild.
Creating a New Index
To create a new index take the following steps;
Right-click Indexes under the table
Choose New Index.
On the General tab enter the Index name then select the Index type
Press Add and select the column(s) to be indexed.
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If specifying a Fill factor or enabling Pad Index, select the Options tab, select the Set fill
factor checkbox and enter a percentage.
Select the Pad index checkbox if appropriate.
3.2.3 Index Maintenance
Sitecore recommends rebuilding clustered indexes daily using T-SQL using the following format
for each index:
DBCC DBREINDEX('<tablename>','IndexName',<FillFactor>)
Where the first parameter specifies a database table (mandatory), the second parameter specifies
which index of that table is to be rebuilt (a blank causes all indexes to be rebuilt) and the third
parameter specifies the fill factor. For instance to rebuild all indexes for the VersionedFields
table using a fill factor of 75 you would use the following string:
DBCC DBREINDEX('VersionedFields',' ',75)
3.2.4 Staging Considerations
Apply indexing as appropriate for all databases including those employed by both Sitecore CMS
(Staging Master) and Content Delivery (Staging Slave) servers.
3.2.5 References
For more information on SQL Server indexing, Fill Factor and Pad Index, please see:
http://www.quest-pipelines.com/newsletter-v4/1203_B.htm
http://msdn2.microsoft.com/en-us/library/ms181671.aspx