10 tips for installing SDL Tridion R5

There is more to installing SDL Tridion R5 than simply clicking 'Next'. The following few simple guidelines can help you install SDL Tridion R5 in a way that leads to less issues and better results.

The top 10

  1. Install SDL Tridion software on a suitable partition 

    Most organizations split the server up so that the server has one disk for the operating system and another disk for applications. Install SDL Tridion software on the application partition. 
  2. Have separate SDL Tridion Service Accounts for each environment 

    If you do not create separate accounts, all environments use the same account and a developer who locks the account when testing something will cause production to stop working. 
  3. Install everything 

    Don't waste time on deciding what you need in the future, make sure you install all SDL Tridion components and simply disable what you don't need. It will then be already installed when you need it later. 
  4. Install as default as possible 

    Whilst Tridion supports many different installation forms, the less customized your installation, the less likely you are to run into an installation issue. 
  5. Move the Transport, Content Delivery and Application Monitoring logs to the logs directory 

    By default these logs appear in "tridion\bin\logs", where the "tridion\logs" directory is more obvious and logical 
  6. Test all parts of the application 

    Make sure all parts of the installation are working before you declare the installation finished. 
  7. Don't forget maintenance! 

    Ensure that the search collection and database are optimized. Also, consider setting automatic cleanup of folders such as the preview and log directories. 
  8. Leave a copy of the software on the server 

    Also, don't forget to include scripts or tools you used to install SDL Tridion software. 
  9. Create a "_patches" directory in the Tridion root 

    Place a copy of all the hotfixes you apply to the server in this folder. This will make it easier to remember what fixes you installed. 
  10. Document your installation 

    This will make someone else's life much, much easier.     

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About the Author
Julian Wraith
Principal Consultant

Julian Wraith is a Technical Account Manager with SDL Tridion and has worked with the company for 8 years. He specializes in infrastructure related matters and is a Certified Consultant. Next to helping customers with their WCM needs, Julian is instrumental in many of the Knowledge Sharing activities at SDL Tridion. In the past, Julian has arranged the quarterly knowledge sharing between customers, partners, certified consultants and SDL Tridion. He was also a SDL Tridion MVP in 2010 and is the recipient of a SDL Tridion Community Builder Award for 2011. You can follow him on Twitter and via his personal blog.

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