Renaming Sitecore Installation (9.2)

README.md

Renaming Sitecore Instance Post-Install

1. Stop IIS
2. Stop the following services:
   • *xconnect.dev.local-IndexWorker
   • *xconnect.dev.local-MarketingAutomationService
   • *xconnect.dev.local-ProcessingEngineService services.
3. Re-generate SSL certificates for new names:
   • Install-SitecoreConfiguration -Path createcert.json -CertificateName *identityserver.dev.local
   • Install-SitecoreConfiguration -Path createcert.json -CertificateName *xconnect.dev.local.
4. Retrieve certificate thumbprints
   1. Open certmgr.msc
   2. Locate new certificates in Personal\Certificates opening to retrieve thumbprints (double click, details tab, scroll down to thumbprint):
      • *.identityserver.dev.local
      • *.xconnect.dev.local
5. Rename website physical paths:
   • \inetpub\wwwroot\*identityserver.dev.local
   • \inetpub\wwwroot\*sc.dev.local
   • \inetpub\wwwroot\*xconnect.dev.local directories
6. Open IIS & create temporary AppPool (cannot rename bound AppPool)
7. For each site:
   1. Change AppPool to temporary AppPool
   2. Rename previous AppPool to new name
   3. Reassign to renamed AppPool
   4. Update physical path (basic settings) to renamed directory
   5. Update hostname to new name (bindings)
      • For *identityserver.dev.local & *xconnect.dev.local sites, swap out ssl certificate
8. Delete temporary AppPool
9. Update HOSTS file (\Windows\System32\drivers\etc\hosts) to reflect new names
10. Open SQL Server Management Studio & rename databases
    • Take DB offline, rename, bring back online
11. Open SOLR and goto Core Admin and rename indexes
12. Modify \inetpub\wwwroot\*identityserver.dev.local\Config\production\Sitecore.IdentityServer.Host.xml
    • <ConnectionString>
    • <PasswordRecoveryUrl>
    • <AllowedCorsOriginGroup1>
13. Modify \inetpub\wwwrot\*sc.dev.local\App_Config\ConnectionStrings.config
    • Updating all database references
    • Update 3 xconnect references
    • Update *.certificate values with *xconnect.dev.local thumbprint
14. Modify \inetpub\wwwroot\*sc.dev.local\App_Config\Sitecore\Owin.Authentication.IdentityServer\Sitecore.Owin.Authentication.IdentityServer.config
    • Update <settings name="identityServerAuthority" />
15. Modify \inetpub\wwwroot\*sc.dev.local\App_Config\Sitecore\**\Sitecore.*.Solr.*.Config
    • Update solr core references
16. Modify \inetpub\wwwroot\*xconnect.dev.local\App_Config\ConnectionStrings.config
    • Update all database references
17. Modify \inetpub\wwwroot\*xconnect.dev.local\App_Data\jobs\continuous\AutomationEngine\App_Config\ConnectionStrings.config
    • Updating all databases references
    • Update 1 xconnect reference.
    • Update *.certificate value with *xconnect.dev.local thumbprint
18. Modify \inetpub\wwwroot\*xconnect.dev.local\App_Data\jobs\continuous\IndexWorker\App_Config\ConnectionStrings.config
    • Updating all database references
    • Update solrCore reference.
19. Modify \inetpub\wwwroot\*xconnect.dev.local\App_Data\jobs\continuous\ProcessingEngine\App_Config\ConnectionStrings.config
    • Update all database references
    • Update 5 xconnect references.
    • Update *.certificate value with *xconnect.dev.local thumbprint
20. Modify \inetpub\wwwroot\*identityserver.dev.local\Config\production\Sitecore.IdentityServer.Host.xml
    • Update <CertificateThumbprint> with *identityserver.dev.local thumbprint
21. Modify \inetpub\wwwroot\*xconnect.dev.local\App_Config\AppSettings.config
    • Update validateCertificateThumbprint with *xconnect.dev.local thumbprint
22. Restart services:
    • *xconnect.dev.local-IndexWorker
    • *xconnect.dev.local-MarketingAutomationService
    • *xconnect.dev.local-ProcessingEngineService
23. Restart IIS
24. 🙏