Initial configuration

Depending on the type of settings, Optimizely Content Management System (CMS) can configure multiple locations. Typical examples are configuration files such as appSettings.json, environment variables, content types, and templates in code and site configuration in the database.

You should install an empty CMS site and add a page type, as described in Create a starter projectCreate a starter project, before proceeding.

An ASP.NET Core web application can have several different sources for configuration data such as an appSettings.json configuration file or environment variables. See ConfigureConfigure for more details about default configuration settings when you install CMS.

Content types and templates are typically defined in code and stored in the database. Each content type consists of a number of properties, such as Title (MetaTitle) and Main body (MainBody). Available content types are displayed in the admin view, and you can modify their properties from here. For example, administrators can change the tab under which a property is displayed, or the order in which properties are displayed for a content type.

During website initialization, the CMS synchronization engine scans and validates available content types and properties created in code or from the CMS admin view. See Content model and viewsContent model and views.

An important configuration setting is the connection string, which must contain the path to your server and database, and SQL login and password. Make sure your connection string also contains MultipleActiveRecordSet=true. It is enabled by default when you install a website from scratch but not if you are generating a connection string from the server explorer in Visual Studio. By default, CMS uses the connection string named EPiServerDB_._DataAccessOptions to configure a different named connection string.

You configure the site URL and start page in the admin view and store it in the database. This makes deployment easier and you can add and remove sites dynamically without having to restart the application.

When you build a website from scratch, you will first create a set of content types and content items. To go to your site, define a site URL and start page, which acts as a default URL to the site when links are generated.

The start page is often a specific page type with unique properties, but you can configure any page type as a start page in the CMS admin view under Config > Manage Websites, by selecting a page in the page tree. The SiteUrl, StartPage, and host mapping settings are stored in the database.

See Create a starter projectCreate a starter project and Set up multiple sitesSet up multiple sites.

The default authentication in CMS is based on the ASP.NET Core built-in framework for authentication and authorization. When implementing a CMS solution, you can choose which authentication to use.

You can configure your website to use ASP.NET Core Identity as authentication for managing users and roles. There is package EPiServer.Cms.UI.AspNetIdentity that is a CMS-specific implementation based on ASP NET Core Identity. See AspNetIdentityAspNetIdentity.

If you are developing a website for the cloud, you may want to use Azure Active Directory (Azure AD) for directory and identity management. CMS provides the possibility to use OpenID Connect to integrate with Azure AD. See Integrate Azure AD using OpenID ConnectIntegrate Azure AD using OpenID Connect.

CMS uses an extension of the Role concept called VirtualRoles. These are roles that are not original role claims for the user but rather dynamically added claims where the membership criteria are determined at runtime. Virtual roles are controlled by VirtualRoleOptions.

These virtual roles are delivered with Optimizely:

You can also create your own virtual roles in code and register them through VirtualRoleOptions. See Virtual rolesVirtual roles.

WebAdmins and WebEditors are non-virtual Optimizely-specific groups. They provide access to the CMS admin and edit views. The groups are predefined in Optimizely, but they need to be added from the admin view to become available for usage, if you manage users in the CMS admin view, using for example EPiServer.Cms.UI.AspNetIdentity package.

When you have configured your authentication, and added users to appropriate groups, you need to define what users can do where in the content structure.

When you set up a website, configure logging, such as for troubleshooting. You can use different logging tools. Logging within CMS is based on the logging framework within ASP.NET Core so configuring logging for a CMS application is the same as for other ASP.NET Core applications. See LoggingLogging.