Setting up CatalogIntegrator Unix Cart on the Server
1) Open the zipped CatalogIntegrator Unix package. Inside you will find the directory "Catalog". The CatalogIntegrator Cart Unix and related files are all within this folder (see Figure 1 below). It is a good idea to keep them all together on your hard drive, for easy navigation through the documentation, until you are familiar with everything.
The contents of the Catalog directory are linked and accessible by browser, via "indexcart.html", so you can browse through it easily. Note that there is also a page named "index.html". Its content is identical. It is a stand-in for your website home page. Some of the pages in the "cartadmin" directory have links to it.

2) Make a backup copy of the entire "Catalog" folder. Also, as you work, back up any and every file before making any changes to it.

2a) Click here to read Security Extras and Things to Know While Setting Up.

3) If you do not already have a GoLive ".site" file for this site, you should create one in GoLive.

Note: The file, "index.html" is intended as a place-holder for your site home page. If you already have a home page named "index.html on the server, just replace the one in the Catalog folder with yours, so you don't accidentally overwrite it.

4) Upload the entire contents, including Documentation and SamplePages, etc., of the "Catalog" folder
Figure 1: Contents of Catalog Directory. (Back)
(not the Catalog folder itself) to your site's root directory. The CatalogIntegrator cart directories must be located on your site root level, as shown in Figure 1. If you upload them still inside the Catalog folder, the cart won't work.

There are other options, such as using the "CIModelUnix folder" site template described in the CatalogIntegrator BuyObjects Kit Documentation. However, we strongly suggest that for your first CatalogIntegrator site, you do it this way. It will make it simpler. You can leave any existing site files and folders where they are.*    Just make sure the ones you see in Figure 1, are in your site on the server.

5) Open the Cart directory and find the domains.dat file in it. Important info for Mac users. Add your server IP numbers, virtual IP number and all your domain name(s) for the web site, as shown in Fig 1a.
You will get these numbers from your ISP. Here are sample entries, ie.....999.999.999.999 These 9's represent the optional virtual IP number your ISP might have assigned to your web site or domain name. 127.0.0.1 is a standard local host IP number. It is there for your ISP, if he wants to check or run the cart from the server without using the assigned virtual IP number, or before a virtual IP number has been assigned to a new site. Domain names, like www.abccompany.com are used to access the site from the web).

There are some Unix comment characters (#) at the beginning of lines in domains.dat. They are comment tags which disable those lines. Remove them only from lines you want to use, as in Figure 1a.

Fig 1a: domains.dat file

Entries must not have any empty space in front of them, and there can be only one entry per line.

6) You now need to insert your MySQL database access information into the "CatalogIntegrator.mysql.sbs" file which is located in both the config/datasources directories. Important info for Mac users. Below is the default setting. You will need to replace the placeholder text with actual information provide by your ISP or local server administrator.

---Placeholder Contents of CatalogIntegrator.mysql.sbs file ------
host localhost
database your_database_name_here
user your_mysql_username_here
password your_mysql_password_here

There needs to be a blank space after the first word of each line in the above example followed by the actual access information data for each value ...host, database, user, password.

Now, make a copy of this file (CatalogIntegrator.mysql.sbs) and copy it to the cart/SSL/datasources directory. Do not change the file name.

This second copy is needed to allow the cart's secure checkout pages to authenticate to the cart's MySQL databases.

Setting Correct Site Server Permissions (called "Rights" in the GoLive Inspector)
(See Figure 1b.) * It is very important that the "CatalogIntegrator.mysql.sbs" files, which resides in the datasources sub directory has full public WRITE permissions during this set up process.

You can probably do this in GoLive: So, view your site on the server with the FTP Program, and select the config/datasources directory shown in Figure 1b, 6a.
You will probably see permissions like in 6b on the right.

Check "Recursive, and the rest of the checkboxes as shown in 6c and click on the "Set Rights" button. That should do it. ("Recursive" should make this action apply to all the contents of the directory you have selected.)

But, to be sure the files inside the "datasources" folder all have full write permissions (Rights), open up the "datasources" folder and check each one of them to make sure they are set like what you see to the right in 6c.

Note: If you can't get this to work in the GoLive FTP Browser, ask your ISP to add Public Write Permissions to the config/datasources directory. Some ISPs offer the ability for the merchant to set directory and file permissions through a Site Admin Module which will allow you to do it yourself.

7) Next, you'll need to install your MySQL Database Tables for CatalogIntegrator.

Note: There is a security file named "htaccess" in the config/datasources file. Make sure you do not open it with GoLive Line Breaks set to "Macintosh (CR)" as that will break the file and render it useless. Use "Unix (LF)" instead. (More.)
Figure 1b: Setting permissions of the datasources directory.
7b) Installing MySQL Database Tables when your site is hosted by an ISP:

Open <http://www.YourDomain.com/config/datasources/mysqlsetup_ispserver.php> from the server in your web browser ... do NOT try to edit it in GoLive.
Or, if you are viewing this documentation page on the server, click here to open the MySQL setup page. You will need to get your

MySQL Database name,

MySQL username and

MySQL Password from your ISP.

Just enter them in the boxes shown in Figure 1c.

Do not check the box unless you have already installed the database and need to re-install it. It deletes the original database.
Figure 1c: The business end of "mysqlsetup_ispserver.php"
Important note: The checkbox for re-installing the database in Figure 1c above, is also how you clear the orders database. Just enter the database name, username and password, and check the box, then click on "Install Database". This will replace it with an empty one. Be sure to back up all the orders you want to keep. The usual way to do that is to copy them and paste into another application, or to print them out.
7c) Installing MySQL Database Tables when your site is hosted on your own server and you have local access.

Open <http://www.YourDomain.com/config/datasources/mysqlsetup_yourserver.php> from the server in your web browser ... do NOT try to edit it in GoLive.
If you are viewing this documentation page on the server, click here to open the MySQL setup page. You will need your

MySQL Root password.

MySQL Database name,

MySQL username and

MySQL Password.

Just enter them in the boxes shown in Figure 1d.

Do not check the box unless you have already installed the database and need to re-install it. It deletes the original database.

If you do need to re-install the MySQL Databases, then you must delete the former ones, so check this box.
Figure 1d: The Business End of "mysqlsetup_yourserver.php".

7d) After you have completed the installation of the MySQL Database Tables, make a copy of the "CatalogIntegrator.mysql.sbs" file which is also in "config/datasources", and put the copy in the secure (SSL) "cart/ssl/config/datasources" directory.

(See Figure 1e, left.)

This second copy is needed to allow the cart's secure checkout pages to authenticate the cart's MySQL databases.

At this point, the cart should be installed and running. You can now test the cart with one of the sample Product Pages, here or here.

After completing set up, the "mysqlsetup_yourserver.php" and "mysqlsetup_ispserver.php" files should removed from the non-SSL "config/datasources" directory for security reasons.

8) Configuring the cart for your ISP's SMTP (email application) service.

By default, an order completion email is sent to both the customer and to you, the merchant. You need to customize some settings to ensure that the mail is sent correctly.

To do so, open your receipt.php page and alter the hidden php code of the original receipt.php page.

The below screen shot, Figure 1f, shows the parts of the email application code within the receipt.php page, that you need to customize. Back it up before you start.

The code to be customized is highlighted in color, with matching color coded instructions.
Figure 1e: Copy "CatalogIntegrator.mysql.sbs" to Cart/SSL/config/datasources.

Settings for e-mail coming to you are highlighted in blue: these settings should be altered to reflect your details. The first block of settings are for the email going to you and the second block are for the email going to the purchaser.

Settings for e-mail headers are highlighted in green: The MerchantHeader and BuyerHeader, highlighted in green, allow you to add a custom message to the e-mails sent from the cart. This message will appear at the top of each email that is sent.

Most Unix servers use a standard mail sending application called sendmail. This application will already be configured for use with PHP and you do not need to change any other settings than the above, if you are using a Unix server.

Settings for PHP running on Windows are highlighted in red: If you are running the cart using a PHP server on the Windows platform, you will need to change the settings highlighted in red. These must be set to valid settings for your ISP's SMTP mail service. The value smtpserver should be set to the domain name or IP address of your ISP's SMTP server and the value smtpuser should be set to the email address of a user who is allowed to send mail through that server.

If you're not sure what these settings for the SMTP service should be, please contact your ISP's systems administrator.
Figure 1f: "cart/receipt.php" page source code to configure for your ISP's SMTP e-mail application service.
When you have changed these settings and only if the server is running on Windows, you should delete the double-slashes highlighted in red. This will activate the new SMTP settings.

That completes the installation and basic setup.

You should be able to run a test order now. Test it by accessing your site (on the server) via your web browser, and opening the "default.php" sample page that is provided in the site. The browser URL to the sample product page is http://YourDomainName.com/HTML/default.php

If you have any problems at this point, Click Here to Debug your Installation

The next step is Config Options.
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Security Extras and Things to Know While Setting Up:

Security Note: There is a file named ".htaccess" in the config/datasources folder. It may be invisible on your local computer, but will show up in the FTP Browser on the server. You will need to remove the dot in front of it so it reads "htaccess" so that you can access the files in the config/datasources folder. If you get a browser message saying that you are not authorized, when you try to access your MySQL setup files, that is why. So, just remove the dot. When you have finished the following steps, you will rename on the server by putting a dot in front of it so it becomes ".htaccess" again. That will make it impossible for anyone else to access your databases with a web browser.

Note: Don't open this file in GoLive, or if you do, make sure that your Web Settings Line break character popup is set to Unix (LF) and not Macintosh (CR), because Mac line breaks (which you can't see) will render the .htaccess file useless.

So, in GoLive, select Edit --Websettings -- Global tab and make sure "Macintosh (CR)" is not checked.

Note: Your product pages directory must contain an image folder named "images" containing the images used as part of the BuyObjects on your product pages. They are already linked to their images in the images folders.

Images Folders Note: There are several of these "images" folders inside the several product page example directories in the CatalogIntegrator package, so that the BuyObjects can find them in the different product pages directories. If you set up other directories for your product pages, be sure to include an "images" folder in them, containing the images used in the BuyObjects. If your BuyObjects images such as "add.gif" do not show up in the pages you make, check this out first.

Also, if you already have a folder named "images" in an existing site, that will be in the same location in one of the "images" folders included in CatalogIntegrator, the easiest way to resolve the conflict is to either re-name your folder, or put CatalogIntegrator's images in yours for that level of the site.

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