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To install ShopSite on your Windows NT or Windows 2000 server, you need admin access to the server and an FTP program.

If you are upgrading from a previous version of ShopSite, please use the upgrading instructions.

Table of Contents

I. Pre-Installation Considerations

II. Planning ShopSite Directories

III. Run the Install Program

IV. Configure the Web Server

V. Build Your Store!

VI. Adding Stores

VII. Adding Languages and Locales

VIII. Upgrading

IX. Troubleshooting

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Pre-Installation Considerations

• Before installing ShopSite, make sure that your system meets the minimum hardware and software requirements.

• Be sure your Web server software is working correctly, including user authentication. If your Web server is not working, you cannot install ShopSite.

Planning ShopSite Directories

The ShopSite SC standard installation places ShopSite files in predefined directories, as illustrated below. If those directories do not match the configuration of your server, you can choose a customized installation and enter directories and URLs that do match your server. The installation program will prompt you for the locations of five directories:

• A ShopSite directory, which will contain the CGI programs for creating and managing the store. This directory needs to be aliased in your server and accessible to merchants through URLs.
• A Shopping Cart directory, which will contain the CGI programs that let customers order products from the store. This directory needs to be aliased in your server and accessible to customers as anonymous users.
• Images used by all ShopSite stores are stored in a separate directory that must be accessible by the Web server.
• Your store needs a data directory to hold its databases of products and pages.
  ® Set the permissions on the data directory so that your Web server can access it, but make sure that it cannot be accessed from a browser. In other words, do not put the data directory under the Web server's document root directory or any directory that is aliased by the Web server.
• Your store also needs an HTML output directory in which to store its HTML files, which are the generated pages for the store. The storefront URL must be aliased to the store's HTML output directory.
  ® Put the HTML output directory wherever your existing HTML goes.

  Note that the images for your store are kept in a media subdirectory of the store's HTML output directory, and you may want to configure FTP access to the media directory.

Plan the directory locations before starting the installation. The directories for the standard installation look like this:

 C:

  InetPub

   wwwroot

       StoreName = HTML output directory, aliased to Storefront URL

                   defined in store.auth file

        Store pages

        media - merchant may need FTP access

            Store images

       shopsite = ShopSite directory, will contain virtual directories

                       linked to ShopSite, Shopping Cart, and

                       images directories 

  Program Files

      ShopSite

          data

             StoreName = data directory

          images = shared ShopSite images

          sc = Shopping Cart directory,

          ss = ShopSite directory,

Run the Install Program

1. If you have not already done so, download ShopSite43setup.exe and your store.auth file to the directory from which you will run the install. If you use FTP to retrieve the files, be sure to use a binary mode transfer.
2. If there is a patch folder in the operating system folder, open it. Download all of its contents to the install folder on your server. If there are patches, you will install them after completing the regular installation.
3. Double-click ShopSite43setup.exe to start the install process.



4. Click Next to advance to the Setup Options screen. Select Create a new ShopSite installation to install ShopSite on your server.



5. On the next screen, type in the location of your store's auth file, or use the Browse button to locate it.

   

6. On the Setup Type screen, select the Standard setup to install ShopSite in the Program Files directory. Select Custom setup if you want to specify other locations for ShopSite files. The rest of these instructions assume you've chosen the Standard setup.



7. Select a locale and currency for the new store. The merchant can change these settings later. These initial settings will be used for both the merchant interface and the store pages.



8. If Perl is not installed on your server, the install program prompts you to enter a location for Perl to be installed.
9. If wSendmail.ini is not already in the winnt directory, the install program prompts you to enter the server's SMTP host name.
10. On the Email Address screen, enter the e-mail address that ShopSite should use to notify the merchant of new orders.



11. Before the install program starts copying files to your server, it shows you the directories and settings that it will use. Review this information. If it is not correct, click the Back button and make changes on the appropriate screens. If the information is correct, click Next, and the install program will install ShopSite.



12. When the install completes, you can rerun the Setup program from the beginning to install additional stores or locales, or just click Finish to exit the install program. (Clicking the Readme checkbox will open your browser and display these instructions.)
13. If you downloaded any patch files, install them now. Patches are usually a newer version of a cgi file that was originally installed as part of ShopSite, so each patch will have the same name as an existing file on your server. Locate the existing file in the ShopSite folders and make a copy of it or back it up to some other location.
14. Copy the patch file over the existing file.
15. Repeat the last two steps for each patch file that you downloaded.

Configure the Web Server

After installing the ShopSite software, you need to create a user account and set up the appropriate permissions on the server. If you use Microsoft's IIS Web server, click on the link that corresponds to the version you use for detailed instructions.

IIS version 4
IIS version 5


Build Your Store!

Once you've installed the software, you're ready to build your store! Point your browser at http://ServerURL/shopsite/ss/start.cgi. After entering your username and password, you'll see the first page of the ShopSite Store Setup Wizard, which will guide you through the process of building a store.

You can click the "?" in the upper right-hand corner of any screen to get help on that screen, and to access the searchable ShopSite help system and knowledgebase.

Adding Stores

To add a new store that shares CGIs with existing stores:

1. Obtain a store.auth file for the new store.
2. Run the ShopSite Setup program.
3. On the Setup Options screen, select Add a store. Verify that the path to the ShopSite folder is correct. If it is not, use the Browse button to locate the correct folder. (Note that this is the folder that contains the ShopSite merchant CGI programs, not the folder that holds store's HTML pages.)



4. On the next screen, type in the location of the auth file for the new store, or use the Browse button to locate it.
5. Select the same type of setup that you chose during the original install, either Standard or Customized.
6. Select the locale and currency for the new store.



7. Verify the settings that will be used to create the new store. If they are not correct, click the Back button and make changes on the appropriate screens. If they are correct, click the Next button, and the setup program will create the directories and files for the new store.
8. Follow the server configuration instructions to create an NT user account for the merchant (the account must have the same name as the StoreID specified in the store.auth file of the new store), and to set permissions on the ShopSite and store directories.

Adding Languages and Locales

The ShopSite installation program lets you select a language and locale for each new store. If you have purchased additional language packs, you can use the ShopSite setup program to install them, and you can add more locales from any installed language packs (each locale provides a unique combination of language and currency settings).

1. Download the language pack from shopsite.com.
2. Unzip the language pack into a temporary directory.
3. Run the ShopSite43setup.exe program.
4. On the Setup Options screen, choose Add locales.



5. If the locale that you want to make available to merchants is already installed, simply select it from the list of locales. If the locale is part of a new language that you are installing, click the Add button, then enter the path to the unzipped language pack and select the locale.



6. Click the Next button to install the selected language and locales.

Upgrading from a Previous Release

Upgrading ShopSite will affect all stores that share the same ShopSite directory.

1. Shut down the web server before running the installation program. IIS will complain if someone is even accessing your graphics during the upgrade.
2. Run the ShopSite Setup program.
3. On the Setup Options screen, select Upgrade to version 4.3. Verify that the path to the ShopSite folder is correct. If it is not, use the Browse button to locate the correct folder. (Note that this is the folder that contains the ShopSite merchant CGI programs, not the folder that holds store's HTML pages.)



4. Click Next to start the upgrade process.

After the upgrade completes, your stores will be at version 4.3.

Troubleshooting

If your installation did not work, pay attention to the error messages you receive; they should point you in the right direction. If that fails, try checking the following:

• Are file permissions set correctly for all the directories that you specified? Not having file permissions set correctly is the number one installation problem that users run into. Specifically, the user account under which the install program is executed needs to be able to write in the ShopSite directories.

• Do you have administrator permissions, which are required to run the install program?
• Is your Web server configured correctly?

• Did you enter the same store ID and URL that you told the salesperson when the store.auth file was originally created? If you've changed your mind, you'll need a new store.auth file.

• Try downloading a fresh copy of ShopSite43setup.exe from shopsite.com; sometimes the file can get corrupted in FTP transit. Be sure to use a binary-mode transfer.

If you still can't solve the problem, visit the ShopSite Software Support Web site and search our online resources.