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Kentico CMS 5 Website Development E-Book

Robbins Thom

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Beschreibung

In Detail

There are over 1.7 billion internet users today. What are you doing to manage your web presence and reach your potential audience? A successful website guarantees serious business benefits and substantial cost savings for your company. Kentico CMS provides a flexible, all-in-one solution for web developers to create sites that ensure increase in brand loyalty, customer support savings and better brand management. However, making full use of Kentico CMS for attracting potential audience requires some guidance.

This practical guide gives you a head start using Kentico CMS to create professional and engaging web sites. It helps you get started quickly and covers how to build dynamic, scalable, and feature-rich websites that will keep your site visitors engaged and coming back. It moves beyond the basics to take advantage of the most powerful features to create highly interactive websites. Practical examples and tutorials show how to leverage the thirty-four different modules to create everything from a basic website to the most advanced and interactive e-commerce and social media sites. The focus is on clear instructions and easy-to-understand tutorials. This book is for you if you want to get the most out of any Kentico CMS installation!

By the end of this book, you will have learned how to build a dynamic, discoverable, and scalable website.

A clear, hands-on guide to build websites that get the most out of Kentico CMS 5's many powerful features

Approach

This book is written in a clear, easy-to-understand, and practical tutorial style taking the reader through relevant, real-world examples that can be put into practice immediately. Each topic is written in a practical way and is developed incrementally throughout the book. As the book progresses each chapter provides more detailed information to aid the reader in learning and understanding more about Kentico CMS and how to complete the tasks they need to build a dynamic, scalable, and responsive website.

Who this book is for

This book is designed for web developers, designers, webmasters, content editors, and marketing professionals who want to develop a fully featured web presence in a simple and straightforward process. No prior knowledge of Kentico CMS is expected. You do not require any detailed knowledge of programming or web development in order to follow this book. Any IT-confident individual will be able to use the book to produce an easy-to-navigate and usable website.

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Table of Contents

Kentico CMS 5 Website Development
Credits
About the Author
Acknowledgement
About the Reviewers
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Time for action—heading
What just happened?
Have a go hero—heading
Reader feedback
Customer support
Errata
Piracy
Questions
1. Introducing Kentico CMS 5
Kentico CMS 5 installation and configuration
Installing Kentico CMS
Time for action—installing Kentico CMS 5
What just happened?
Have a go hero—research development options
Introducing content and site management
CMS Desk
Time for action—logging into CMS Desk
What just happened?
Page editing
Time for action—editing an existing page
What just happened?
Time for action—modifying your profile
What just happened?
Have a go hero—password management strategies
Site Manager
Time for action—logging into Site Manager
What just happened?
Time for action—shutdown and restart your website
What just happened?
Have a go hero—system maintenance
Time for action—adding users
What just happened?
Have a go hero—defining users
Summary
2. A Tour of your New Website
Content is king
General properties of a Document type
Time for action—viewing available document types
What just happened?
Kentico CMS standard modules
Time for action—creating a poll
What just happened?
Time for action—using the WYSIWYG editor
What just happened?
Time for action—creating a blog entry
What just happened?
Page management
Time for action—creating a new ASPX page template
What just happened?
Time for action—creating a new Portal Engine page
What just happened?
Time for action—the Design tab
What just happened?
Time for action—adding web parts
What just happened?
Summary
3. Managing the Content Process
Fundamentals of site security
Time for action—creating a new role
Have a go hero—mapping roles
What just happened?
Time for action—adding a user to another role
What just happened?
Time for action—creating role-based content
What just happened?
Time for action—display a customized product list
What just happened?
Time for action—creating secure pages
What just happened?
Workflow management
Time for action—configuring workflow
What just happened?
Time for action—executing the workflow
What just happened?
Time for action—document rollback
What just happened?
Have a go hero—mapping workflows
Summary
4. Linking and Managing Documents
Document linking
Time for action—linking to an image
What just happened?
Have a go hero—outbound link guidance
Time for action—linking to a YouTube video
What just happened?
Have a go hero—video consistency guidance
Document attachments
Time for action—adding document attachments
What just happened?
Media libraries
Time for action—viewing media libraries
What just happened?
Time for action—displaying a media library image
What just happened?
Time for action—creating a media library
What just happened?
Have a go hero—creating media libraries
Time for action—batch operations in the media library
What just happened?
Time for action—displaying our image gallery
What just happened?
Time for action—uploading files on the live site
What just happened?
Time for action—setting media library security
Have a go hero—refining role guidance
What just happened?
Time for action—restricting file types
What just happened?
Summary
5. Extending the System
Transformations
Time for action—transformations in web parts
What just happened?
Time for action—transforming the EventRepeater web part
What just happened?
Time for action—handling attachments in transformations
What just happened?
Time for action—displaying ratings in transformations
What just happened?
Creating custom document types
Time for action—creating custom document types
What just happened?
Have a go hero—custom schema
Time for action—creating an employee biography
What just happened?
Kentico API
Time for action—adding event handlers
What just happened?
Time for action—sending a news item by e-mail
What just happened?
Summary
6. System Integration
Social bookmarking
Time for action—implementing social bookmarking
What just happened?
Have a go hero
Mapping
Time for action—adding a new office
What just happened?
Time for action—implementing Google maps
What just happened?
Web services
Time for action—building a web service
What just happened?
Tag clouds
Time for action—tag cloud web part
What just happened?
Really Simple Syndication
Time for action—subscribing to the news feed
What just happened?
Time for action—the Blog RSS feed
What just happened?
Time for action—implementing the Blog RSS feed
What just happened?
Representational State Transfer
Time for action—retrieving an API key
What just happened?
Time for action—using the bit.ly API
What just happened?
Time for action—building a REST user control
What just happened?
Twitter
Time for action—Twitter integration
What just happened?
Summary
7. Adding E-commerce Functionality to your Site
Creating an e-commerce site
Time for action—new site wizard
What just happened?
Have a go hero—development machine policy
Time for action—changing the e-commerce site master page
What just happened?
Time for action—removing the log-on bar
What just happened?
Product management
Time for action—adding products
What just happened?
Time for action—adding product options
What just happened?
Time for action—customizing product categories
What just happened?
Time for action—adding products to multiple categories
What just happened?
Time for action—adding a new product
What just happened?
Purchase process and payment gateway
Time for action—making a purchase
What just happened?
Time for action—payment gateways
What just happened?
Have a go hero—choosing the payment gateway
Time for action—customizing the purchase process
What just happened?
Have a go hero—defining the Checkout process
Summary
8. Advanced Management
Widgets
Time for action—adding widgets
What just happened?
Time for action—creating a widget zone
What just happened?
Have a go hero—system personalization
Time for action—creating a widget
What just happened?
Multi-lingual sites
Time for action—adding new languages
What just happened?
Have a go hero—available languages
Time for action—translating site content
What just happened?
Time for action—viewing language-specific content
What just happened?
Time for action—combing with current culture
What just happened?
Site deployment
Time for action—production deployment
What just happened?
Time for action—deploying a new production site
What just happened?
Time for action—incremental changes
What just happened?
Time for action—scheduled tasks
What just happened?
Summary
9. SEO and Web Analytics
SEO
Have a go hero—determine your keywords
Time for action—forbidden URL characters
What just happened?
Time for action—changing the site name
What just happened?
Time for action—changing page metadata
What just happened?
Time for action—using document aliases
What just happened?
Time for action—using consistent tags
What just happened?
Have a go hero—define content editor guidance
Web analytics
Time for action—configuring the Web analytics module
What just happened?
Time for action—Web analytics reporting
What just happened?
Have a go hero—reporting requirements
Time for action—tracking a marketing campaign
What just happened?
Summary
10. Building a Community Website
Site development
Time for action—creating the community site
What just happened?
Time for action—assigning the CSS stylesheet
What just happened?
Have a go hero—designing a stylesheet
Time for action—creating a page template category
What just happened?
Time for action—creating a master page
What just happened?
Have a go hero—defining a master page
Time for action—uploading images
What just happened?
Time for action—populating the master page
What just happened?
Groups and membership
Time for action—setting up the community starter site
What just happened?
Have a go hero—web templates
Time for action—user membership
What just happened?
Have a go hero—interacting with your community
Time for action—modifying the registration form
What just happened?
Time for action—creating new groups
What just happened?
Time for action—creating a group page
What just happened?
Summary
Index

Kentico CMS 5 Website Development

Kentico CMS 5 Website Development

Beginner's Guide

Copyright © 2010 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either expressed or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: September 2010

Production Reference: 1160910

Published by Packt Publishing Ltd.

32 Lincoln Road

Olton

Birmingham, B27 6PA, UK.

ISBN 978-1-849690-58-4

www.packtpub.com

Cover Image by Asher Wishkerman (<[email protected]>)

Credits

Author

Thom Robbins

Reviewers

Martin Hejtmanek

Michael Kinkaid

Lisa Mettam

Scott Morschhauser

Richard Pendergast

Acquisition Editor

David Barnes

Development Editor

Wilson D'souza

Technical Editor

Bianca Sequeira

Copy Editor

Leonard D'Silva

Indexer

Rekha Nair

Editorial Team Leader

Aditya Belpathak

Project Team Leader

Lata Basantani

Project Coordinator

Sneha Harkut

Proofreader

Chris Smith

Graphics

Nilesh Mohite

Production Coordinator

Shantanu Zagade

Cover Work

Shantanu Zagade

About the Author

Thom Robbins is the Web Evangelist for Kentico Software LLC and works with Web developers, designers, and interactive agencies across the world on implementing Kentico CMS.

Prior to joining Kentico, Mr. Robbins joined Microsoft Corporation in 2000 and served in a number of executive positions. Most recently, he led the Developer Audience Marketing group that was responsible for increasing .NET developer satisfaction with the Microsoft platform. He also led the .NET Platform Product Management group responsible for customer adoption and implementation of the .NET Framework and Visual Studio. He was also a Principal Developer Evangelist working with developers across the world on implementing .NET-based solutions.

He is the author of two books on InfoPath and Sharepoint. He is a regular speaker at industry events and regularly posts to his blog at http://devnet.kentico.com/Blogs/Thomas-Robbins.aspx.

He lives with his wife Barbara, and his stepson, Oliver. When not writing code, he enjoys the Seattle weather and Crossfit.

You can reach him at <[email protected]>.

Acknowledgement

There is no exact formula for a book. The basic recipe includes an idea, time, writing, editing, more writing, and production. But like any book, it takes so much more: from Packt Publishing, people like David Barnes, Wilson D'souza, and Sneha Harkut were instrumental in helping to transform this book from an idea into what you see today; countless reviewers, some you see mentioned here and many more who helped to reduce the mounds of text and examples into high quality real-world examples; everyone at Kentico that answered my countless questions and provided invaluable input and continue to make an outstanding product even better.

My family deserves special recognition. Special thanks to my wife, Barb and my stepson, Oliver, who gave me the time and support to get this done. Whether it was an evening of family time that we may have lost or a weekend, they were always supportive. I especially want to thank Oliver for being the inspiration for my journey that led me from Microsoft to Kentico. Without this decision, this book would have never happened. While he's only seven today—he has great insights. Of course, I have to thank my parents—Marvin and Carol. While each person provided different types of support, together, they are the reason this book is available today.

About the Reviewers

Martin Hejtmanek is leading the development of Kentico CMS and also takes care of its architecture and core. He joined Kentico almost at the very beginning, five years ago, being one of the first full-time employees at that time, and quickly moved from a developer to CTO as the company grew. He knows every single part of the solution from its core to the details of particular modules.

He studied at the Brno University of Technology in the field of Intelligent systems (AI, computer vision, neural networks). During his years as a student, he used almost all of the most common programming languages, from which he became most proficient in C# and ASP.NET. Some other fields that he enjoys in his spare time are computer graphics, performance optimizations, and user experience design.

He likes the results of his work to be as straightforward and complete as possible and he expects this from his developers too.

Michael Kinkaid is a senior web applications developer and IT consultant from Belfast, Northern Ireland. He has been in the business for over 10 years. During this time, he has worked in software development, web development (frontend and backend), and even pulled a few thousand Cat 5E cables through attics.

Michael is currently based in Toronto, Canada, where he has led numerous Kentico projects. He is a certified Kentico trainer (developer and end user) who enjoys hearing the "oohs" and "aahs" when demoing the product. He is also a certified Kentico developer.

I would like to thank my hot wife, super-sized cat, family, and friends for all their support. For more information visit my personal site at http://www.meandmyrobot.co.uk/.

Lisa Mettam has a Bachelor's Degree in Music and an MBA. She took the less obvious career path and moved into website design and development. Over the course of that career, she has built and maintained websites for state and federal agencies, banks, university research centers, software companies, a museum, as well as smaller private companies, and individuals. A MacGyver-type developer, she creates graphics, code applications, writes support documentation, sets up web servers and databases, and generally fixes website problems wherever they pop up. And while she has yet to fix a server with duct-tape, a paperclip, and a stick of gum, she has been known to spend a day soldering cables when needed.

Scott Morschhauser is a .Net Developer for Sedona Technologies in Moline, IL. He is a Kentico Certified Developer, Kentico Certified CMS Developer Trainer, and Kentico Certified CMS Content Administrator Trainer. Scott has a Bachelor of Science in Computer Science from Gannon University and over 25 years of experience as a software developer.

I would like to thank Sedona Technologies for their support during the reviewing process of this book.

www.sedonatek.com

Richard Pendergast has been working with Kentico CMS for over 3 years, and with the Microsoft .Net Framework for well over 9 years. His latest company Coder Ants works with advertising agencies and design firms, introducing the Kentico CMS as a key component of a set of agency best practices.

His experience working with other companies and assisting with their Kentico implementations has seen him work with almost every facet of the Kentico CMS, and with developers and designers of wildly varying capabilities.

He is an avid supporter of anything that assists, educates, or encourages the Kentico community, and in 2009 he founded a magazine to this end—Kentico Developer magazine—which saw him receive the first Kentico MVP award and introduced him to Thom Robbins.

Preface

In today's digital world, your web presence is an essential part of any business. Kentico CMS is an ideal solution for dynamic user-friendly enterprise websites. Out of the box, Kentico CMS includes a browser-based interface for rich content editing, over 200 web parts, built-in modules, and a highly customizable API.

In this book, we will build an example corporate website. Starting with the installation of your development environment and then diving into core modules and their features, over the course of the book, we will look at how we can use page templates, images, themes, web parts, and other features to provide a personalized experience for site visitors. We will also extend the site to include e-commerce functionality that manages products and payment gateways to accept money. Finally, we will extend our site, leveraging the built-in networking features to build a community for your company and integrate with external sites like Facebook and Twitter.

What this book covers

Chapter 1, Introducing Kentico CMS 5 introduces Kentico CMS 5 and explains the installation and architecture of your site. Once the Corporate Starter Site is installed into the development environment, you learn the basic navigation and tasks of the content editor and management interfaces.

Chapter 2, A Tour of your New Website explores the main components of the CMS system. You look at the importance of document types and how to build content pages using either the Portal Engine or ASPX page templates. This includes both the benefits and drawbacks that you may encounter using each method.

Chapter 3, Managing the Content Process covers site and role-based security. These security basics are extended to implement a News workflow to publish content to the site.

Chapter 4, Linking and Managing Documents explains how successful sites look at content as more than just HTML pages. This includes how to link to external sites, and manage pictures and videos using the media library features of your site.

Chapter 5, Extending the System covers site extensibility using built-in functions to transform system data and the Kentico API with C# to access Global Events and automate posting to Twitter.

Chapter 6, System Integration covers content syndication and integration into external data sources using APIs commonly available on the web today.

Chapter 7, Adding E-commerce Functionality to your Site explores implementing common e-commerce functionality that includes product management and shopping cart functionality.

Chapter 8, Advanced Management explains user personalization, multi-language options, and site deployment.

Chapter 9, SEO and Web Analytics discusses the usage of Search Engine Optimization (SEO) to help customers find your website and web analytics to validate and analyze the success of SEO. This is a combination of analyzing traffic patterns, optimizing pages, using best practices, and profiling visitors.

Chapter 10, Building a Community Site shows how to join together many of the lessons and features covered to build a community-driven website.

What you need for this book

Microsoft Windows XP or higherMicrosoft .NET Framework 2.0 or higherMicrosoft Visual Studio/Visual Web Developer 2005 or higherMicrosoft SQL Server Express Edition or higherAny of the following browsers:
IE 7.0, IE 8.0 (compatibility mode)Firefox 3.5Safari 4.0Google Chrome 4.0

Who this book is for

This book is designed for web developers, designers, webmasters, content editors, and marketing professionals who want to develop a fully-featured web presence in a simple and straightforward process. No prior knowledge of Kentico CMS is expected. You do not require any detailed knowledge of programming or web development in order to follow this book. Any IT-confident individual will be able to use the book to produce an easy-to-navigate and usable website.

Conventions

In this book, you will find several headings appearing frequently.

To give clear instructions of how to complete a procedure or task, we use:

Time for action—heading

Action 1Action 2Action 3

Instructions often need some extra explanation so that they make sense, so they are followed with:

What just happened?

This heading explains the working of tasks or instructions that you have just completed.

You will also find some other learning aids in the book, including:

Have a go hero—heading

These set practical challenges and give you ideas for experimenting with what you have learned.

You will also find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.

Code words in text are shown as follows: "When a new Blog post is added to the system, the PostTweet() method is called."

A block of code is set as follows:

<%@ Control Language="C#" AutoEventWireup="true" CodeFile="Bitly.ascx.cs" Inherits="RESTExamples_bitly" %> <asp:Label ID="Label1" runat="server" Text="Enter Short URL" /> <asp:TextBox ID="txtURL" runat="server"></asp:TextBox> <asp:Button ID="bGetInfo" runat="server" Text="Get Info" onclick="bGetInfo_Click" /> <br /> <br /> <asp:TextBox ID="txtInfo" runat="server" Height="99px" TextMode="MultiLine" Width="358px"></asp:TextBox>

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

<%@ Control Language="C#" AutoEventWireup="true" CodeFile="Bitly.ascx.cs" Inherits="RESTExamples_bitly" %> <asp:Label ID="Label1" runat="server" Text="Enter Short URL" /> <asp:TextBox ID="txtURL" runat="server"></asp:TextBox> <asp:Button ID="bGetInfo" runat="server" Text="Get Info" onclick="bGetInfo_Click" /> <br /> <br /> <asp:TextBox ID="txtInfo" runat="server" Height="99px" TextMode="MultiLine" Width="358px"></asp:TextBox>

New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "Choose the location for the Kentico ASP.NET project and files, and select Next."

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

Reader feedback

Feedback from our readers is always welcome. Let us know what you think about this book—what you liked or may have disliked. Reader feedback is important for us to develop titles that you really get the most out of.

To send us general feedback, simply send an e-mail to <[email protected]>, and mention the book title via the subject of your message.

If there is a book that you need and would like to see us publish, please send us a note in the SUGGEST A TITLE form on www.packtpub.com or e-mail <[email protected]>.

If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide on www.packtpub.com/authors.

Customer support

Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.

Note

Downloading the example code for this book

You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

Errata

Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting http://www.packtpub.com/support, selecting your book, clicking on the errata submission form link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata will be uploaded on our website, or added to any list of existing errata, under the Errata section of that title. Any existing errata can be viewed by selecting your title from http://www.packtpub.com/support.

Piracy

Piracy of copyright material on the Internet is an ongoing problem across all media. At Packt, we take the protection of our copyright and licenses very seriously. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy.

Please contact us at <[email protected]> with a link to the suspected pirated material.

We appreciate your help in protecting our authors, and our ability to bring you valuable content.

Questions

You can contact us at <[email protected]> if you are having a problem with any aspect of the book, and we will do our best to address it.

Chapter 1. Introducing Kentico CMS 5

We already know the importance of our company website and intranet. We spend a lot of time in meetings discussing ways to increase traffic, redesigning for better usability, and special promotions to increase brand awareness. One problem is the constant stream of maintenance and site update requests that continue to stretch the already thin resources. Just today, your webmaster was saying how full his inbox was with change requests. Worse yet, you've lost track of all the pages on the site. You can't remember what was on the site last week or even last year. You know this puts customers and business stakeholders in a difficult position.

These are the types of problems a Content Management System (CMS) solves. A Web Content Management System like Kentico CMS allows your team of web developers, business users, and designers to manage the entire website and publishing process, thus making it easier to create, edit, and publish content with greater consistency. Your web designers will be able to guarantee visual consistency across the site. Developers are able to deploy custom code and Rich Internet Applications (RIA). Business users are able to measure and track site usage. Online marketers are empowered to update and deploy content without the need of developer support. Regardless of the type of site, this combination of benefits will increase your team's productivity, lower cost, and reduce overall site maintenance.

Over the course of this book, you will build a production website with Kentico CMS. In this chapter, you will install a development environment and learn the management fundamentals of your new site.

By reading this chapter and following the exercises, you will:

Understand the typical uses of Kentico CMS 5Learn the key architectural components of Kentico CMS 5Install and configure a Kentico CMS sample siteLearn the fundamental interfaces for managing Kentico CMSEdit an existing pagePerform basic user management

Kentico CMS 5 installation and configuration

Kentico CMS is an ASP.NET web project that uses SQL Server as the content repository. ASP.NET pages provide the application services and visual interface for end users and content administrators. This includes both dynamically generated and static content pages. Supporting this is a layer of security, workflow, and document versioning exposed as an Application Programming Interface (API). The ASP.NET pages interact with the API to store and retrieve website structure and data from the SQL Server content repository.

Technically, the application architecture is implemented on top of several Microsoft Windows Server technologies. Internet Information Services (IIS) is used to serve up the requested ASP.NET web pages. The .NET Framework is used to provide the API and advanced developer customization through Visual Studio. The file system and SQL Server database are used to store content.

Installing Kentico CMS

Before we can dive into using Kentico, let's build our development installation. The website we will use throughout this book requires the following minimum configuration:

Microsoft Windows XP or higherMicrosoft .NET Framework 2.0 or higherMicrosoft Visual Studio/Visual Web Developer 2005 or higherMicrosoft SQL Server Express Edition 2005 or higherAny of the following browsers:
IE 7.0 or IE 8.0Firefox 3.5Safari 4.0Google Chrome 4.0

Tip

Before you start

Before starting the Kentico CMS 5 installation, ensure that Visual Studio 2008, Internet Information Service (IIS), and SQL Server are installed and available on your local computer.

Time for action—installing Kentico CMS 5

Now, let's start the installation process.

Tip

Need the bits?

You can download Kentico CMS 5 from http://www.kentico.com/download/trial-version.aspx.

Start the Kentico installation by double-clicking the KenticoCMS_5_0.exe icon from your local computer.Enter the location to store Kentico program files and select Next, as shown in the following screenshot:Select Launch Kentico CMS Web Installer and click Finish, as shown in the following screenshot:

Tip

Creating websites