USING WEBSITEOS...10 USING E-COMMERCE ON YOUR WEBSITE Setting up a banner ad server... 11

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1 Table of Contents USING WEBSITEOS...10 Managing your website Accessing your account Using online help Changing your WebsiteOS preferences Logging off the system Using the History bar USING E-COMMERCE ON YOUR WEBSITE...11 Setting up a banner ad server Introduction to Ad Manager...11 Setting up an ad server...11 Entering Ad Administrator information...12 Tracking AdViews...12 Tracking AdClicks...12 Uninstalling the ad server...12 Placing banners on your pages...12 Administrating advertising clients...12 Introduction to Ad Manager Administration...13 Logging onto Ad Manager Administration...13 Giving clients access to banner statistics...13 Adding a new advertising client...13 Modifying advertising client information...13 Deleting an advertising client...13 Administering a client's banner ads...14 Administering client banner ads...14 Setting up a banner ad...14 Supported banner types...14 URL referred banners...14 HTML banners...14 Entering information for a URL referred banner...14 Entering information for an HTML banner...15 Viewing statistics generated by a banner ad...15 Sending clients statistics and notices...15 Using ecbuilder to build your website Introduction to ecbuilder...15 Uploading your ecbuilder site...15 Obtaining ecbuilder information...16 ecbuilder technical support...16 Using Miva Merchant to build your website

2 Introduction to Miva Merchant...16 Purchasing the Miva package...16 Purchasing a Miva license key...16 Installing Miva on your domain...17 Configuring Miva Merchant...17 Administering your store...17 Viewing your license number...17 Using Miva Manager Advanced options...17 Backup your Miva Merchant files...17 Restoring a Miva Merchant installation...18 Repairing your Miva installation...18 Upgrading your Miva Merchant...18 Using EasyStoreMaker Introduction to EasyStoreMaker...18 Installing EasyStoreMaker on your domain...18 Configuring EasyStoreMaker...19 Initial setup...19 How to enter your company info...19 How to enter the tax information...20 How to enter shipping prices...20 Picking payment types...20 Selecting the currency...20 Entering information on the Security tab...20 How to enter Product information...21 Adding a product...21 Entering product images...21 Editing product information...21 Deleting a product...22 Managing your Orders Online...22 Viewing your Orders Online...22 Filling Orders...23 Deleting Orders...23 Uninstalling EasyStoreMaker...23 Using EasyStoreMaker Pro Introduction to EasyStoreMaker Pro...23 Installing EasyStoreMaker Pro on your domain...24 Using the add products wizard...24 Manually configuring EasyStoreMaker Pro...25 Manually configuring EasyStoreMaker Pro...25 How to enter your company info...26 How to enter the tax information...26 How to enter shipping prices...26 Picking payment types...28 Selecting the currency...29 Choosing a gateway...29 Choosing a gateway

3 Authorize.net Configuration requirements...30 Entering information on the security tab...31 Setting Preferences...31 Uploading images...31 How to enter product information...32 Adding a product...32 Editing product information...34 Global Settings...36 Deleting a product...37 How to enter catalog information...37 Adding a catalog...37 Editing catalog information...38 Deleting catalogs...38 Managing your orders online...39 Viewing your orders online...39 Filling orders...39 Deleting orders...40 Registered users...40 Introduction to registered users...40 Setting up direct links...40 Uninstalling EasyStoreMaker Pro...41 BUILDING YOUR WEBSITE...41 The Advanced Template Manager Introduction to the Advanced Template Manager...41 Designer Templates...42 Basic Templates...42 Royalty-Free Images...42 Downloading Templates and Images...43 Using the Appointment Scheduler Introduction to Appointment Scheduler...43 Installing the Appointment Scheduler...44 Entering your company information...44 Booking Hours...44 Messages...45 Preferences...46 Appointments...46 Editing Your Values...46 Uninstalling Appointment Scheduler...46 Using EasyBlogBuilder Introduction to EasyBlogBuilder...47 Installing EasyBlogBuilder...47 Configuring EasyBlogBuilder...47 Configuring EasyBlogBuilder...47 The Preferences tab

4 The Appearance tab...48 The Users tab...49 The Security Tab...49 Creating an EasySiteWizard website Introduction to EasySiteWizard...49 Browser compatibility with EasySiteWizard...49 EasySiteWizard step descriptions...50 Creating and editing a website...50 Creating a new site...50 The EasySiteWizard tool bar...51 The "My Websites" window...51 Editing an EasySiteWizard site...51 Deleting an EasySiteWizard site...52 Cloning an EasySiteWizard site...52 Step 1: Define it...53 Step 2: Design it...53 Step 3: Build your site...55 Introduction to PageEditor...55 Cut-and-paste into PageEditor...55 Cut-and-paste into PageEditor...55 Entering text in PageEditor...56 Using images with PageEditor...56 Other image sources for your library...57 Navigation Setup...57 Using SiteSparks...59 Using forms...59 Publishing your website...63 Importing a Business Card website into EasySiteWizard...63 HTML tags...63 Explanation of meta tags...64 Example of a simple HTML page...64 Website Creation Tools Introduction to Webmaster Tools...66 Using FTP to transfer files Introduction to FTP...66 Logging in to FTP automatically...67 Introduction to FTP Manager...67 Adding an FTP user...67 Deleting an FTP user...67 Changing FTP access to a directory...68 Using an external FTP client...68 Using Anonymous FTP...68 Introduction to anonymous FTP...68 Enabling anonymous FTP...68 Disabling anonymous FTP...69 Using anonymous FTP with a graphical FTP client

5 Using anonymous FTP with a command line system...69 Using anonymous FTP with a browser...70 Using MS FrontPage Installing the FrontPage extensions...70 MS FrontPage restrictions...70 Installing on domains with access control files...71 Uninstalling FrontPage extensions...71 Publishing your FrontPage web tutorial...72 Installing on domains without access control files...73 Solving FrontPage access problems...73 Setting-Changing FrontPage passwords...74 Definition of access control files...74 Using ASP, ASP.net, ColdFusion and ColdFusion MX Introduction to the Windows Services Enabler...74 Definition of ASP...74 Definition of ASP.net...75 Definition of ColdFusion...75 Definition of ColdFusion MX...75 Enabling a standard service...76 Enabling a secure service...76 Disabling a service...77 Windows Services file locations...77 Windows Services file extensions...77 ColdFusion custom tags...78 More information on Windows Services...78 Adding pre-written CGI scripts to your pages Introduction to the Plug-in Scripts function...78 Using Plug-in Scripts...78 Available scripts...79 FormMail...79 Sending FormMail results to an outside address...80 TextCounter...81 Counter...82 Guestbook...82 Search engine...83 Setting up EasyLiveChat Introduction to EasyLiveChat...83 The Agents Tab...84 The Responses Tab...85 The Surveys Tab...87 The Transcripts Tab...88 The Setup Tab...88 The Agent Interface...89 The Client Interface

6 MANAGING WEBSITE SECURITY...90 Changing your password Changing your password...91 Securing your website Introduction to Website Security...91 Selecting a directory to secure...91 Enable and disable directory security...92 Restricting access with a password...92 Restricting access by hostname or IP address...92 Setting up a SSL Certificate Introduction to SSL Manager...92 Setting up a Generic SSL Certificate...92 Setting up a Private SSL Certificate...93 Using Shell Access Introduction to Secure Shell Access...95 Enabling SSH...95 Disabling SSH...95 The Secure Shell Tab...96 The Users Tab...96 Using an SSH client...96 Shell Commands...97 ACCESSING YOUR WEBSITE STATISTICS...97 Monitoring your disk usage and bandwidth Monitoring your disk usage and bandwidth...98 Determining your site's disk space usage Determining your disk space usage...98 Accessing your website's server logs Using the Log Manager...98 Viewing your server logs...98 Deleting your log files...99 Disabling your log files...99 Printing your log files...99 Downloading your server logs...99 Rotating and dating log files...99 Analyzing your server logs Introduction to Web Stats Generating reports Configuring your report settings Viewing reports Description of report statistics

7 MANAGING YOUR WEBSITE Managing your website's files Introduction to File Manager File Manager browser issues Using source and destination directories Changing directories Deleting files Renaming files Copying files Moving files Create a directory Removing a directory Setting file permissions Description of how the server uses file permissions Editing files Downloading files Uploading files to the server Using the upload function Source and local directories Uploading multiple files Restoring your site content Introduction to File Restore Restoring your website content Directory browsing issues How to restore entire directories Viewing the history of restore operations Checking the integrity of your website Using the Site Checker function Checking internal and external links Checking a secured website Pointing Site Checker to your home page Promoting your website Using the Promote Site function Selecting search engines Unsuccessful search engine submissions More information about search engines Managing your MySQL database Introduction to Database Manager Setting your Database Manager password Changing your Database Manager password Creating a database Connecting to your database Creating a table

8 Creating an index Dropping a database Using a database Altering a table Introduction to altering a table Altering a column Adding a column to the table Adding an index to the table Creating a unique index for the table Making changes to a column Dropping a column Modifying a column Changing the table name Deleting rows from a table Dropping a table Getting information about a table or column Inserting data into a table Updating data within a table Selecting data from the database Display information about the database Display information about columns Display information about table indexes Display information about table keys Display the list of tables in a database Pointing your domain Introduction to Domain Pointing Pointing your domain Changing the pointed at domain Retaining the pointed URL Removing domain pointing Tracking hits to your pointed domain Forwarding your Manage multiple domains using VM Server Introduction to the VMS Manager Domain settings Main options Change applications Change forwarding Change package type Modify s Switch to Update contact information Update password Change status VMS Settings Main options

9 Change branding Change master password Adding domains Billing settings What the automated billing system does Main options Payment gateway settings Billing preferences Custom billing Custom billing Billing details Invoices Products & pricing HOW TOs How to enable billing How to delete a domain How to set up standard billing How to set up custom billing How to set up one-time fees How to review one-time fees FEEDBACK FORM Submitting your feedback ADDING A NEW RECORD TO YOUR ZONE FILE DELETING A RECORD FROM YOUR ZONE FILE EDITING A RECORD IN YOUR ZONE FILE INTRODUCTION TO DNS MANAGER RESTORING YOUR DEFAULT ZONE FILE USING THE RUN BOX

10 Using WebsiteOS Managing your website WebsiteOS is a browser based application that allows you to manage many aspects of your website. Using WebsiteOS, you can: Generate usage statistics Promote your website Manage your files on the server Change passwords Setup your own ad server Add and remove FrontPage extensions Enable ASP, ColdFusion and Virus Scanning Send announcements about your site Analyze your website's structure and integrity Create and manage an effective single page website Check your disk usage Manage server logs Secure sections of your website Configure and install common CGI scripts Check the status of the web server Send feedback about WebsiteOS Build your e-commerce using ecbuilder Build your e-commerce using Miva Merchant Monitor your disk usage and bandwidth Manage your MySQL database Set up a private or generic SSL certificate on your domain Create a website using EasySiteWizard Point your domain Manage multiple domains using VM Server Accessing your account To access WebsiteOS, connect to the URL Replace the text "yourprovider'sdomain" with your web hosting company's domain name. This URL will access the WebsiteOS login page. Enter your domain as your username and your domain password in the login box. Click the "Login" button to enter WebsiteOS. Changing your WebsiteOS preferences 10

11 The WebsiteOS Preferences menu allows you to select a language and a background. Click on the "WebsiteOS Preferences" logo. A dialog box will appear. Language: To change the language setting, select your preferred language in the "Language" field, and click "Apply." Background: To change your background color, click the color wheel. Select a colored square from the pop-up chooser, and click "Apply." Be sure that your background image is set to "(none)." To change your background image, select the name of the image from the "Image" drop-down menu and click "Apply." If a background image is selected, your background color will not be visible. Logging off the system When you are ready to leave your administration session, click the "Logout" option. This will log you out of your session. Using the History bar The History bar contains links to the applications you accessed most recently. Click on a link for immediate access to the application. Using e-commerce on your website Setting up a banner ad server Introduction to Ad Manager To access the Ad Manager, select E-commerce from the main menu, and select Ad Manager from the e-commerce menu. This function allows you to configure an ad server for use on your website. An ad server allows you to place rotating banner advertisements on your website, manage your advertising clients, and to collect statistics on banner views and "click throughs." Setting up an ad server 11

12 Entering Ad Administrator information The ad server setup page allows you to configure the ad server for use on your website. To begin the setup process, enter the ad administrator's name, address, username, and password into the text boxes provided, then click the "Next" button. Tracking AdViews The Ad Manager Setup page allows you the option of tracking AdViews. An AdView is logged when a visitor to your site views a banner ad. The Ad Administrator lets you bill your advertising clients by the number of AdViews generated. To track AdViews on your site, check the "Log AdViews" checkbox. Tracking AdClicks The Ad Manager Setup page allows you the option of to tracking AdClicks. An AdClick is logged when a visitor to your site clicks on a banner ad. The Ad Administrator lets you bill your advertising clients by the number of AdClicks generated. To track AdClicks on your site, check the "Log AdClicks" checkbox. Uninstalling the ad server If you need to remove your ad server (including any existing banner statistics), click the "Uninstall Ad Manager" button on the Ad Manager Setup page. A popup warning message is displayed before removing the ad server. To cancel the uninstall operation, click the "Cancel" button. Once you uninstall your ad server, its data cannot be recovered. Placing banners on your pages Once you your ad server is setup, you can place rotating banner advertisements on your website. Placing rotating banners on your pages involves using scripts written in PHP. These scripts require the pages on which they are placed to have a "phtml" file extension. For example, if you wanted a banner on the first page of your website, you would call the file index.phtml. A sample script and explanation for implementing banner rotation is provided on the second page of the Ad Manager Setup page. This script can be cut and pasted into your pages as necessary. This page also provides in-depth information on the script's design and implementation. Administrating advertising clients 12

13 Introduction to Ad Manager Administration This function allows you to administer your ad server. You have control over adding and editing client information, deleting clients, banner configuration, and generating statistics. You can give your clients access to the statistics generated by their banners or have the statistics automatically ed to them. Logging onto Ad Manager Administration There are two methods by which you can login to Ad Manager Administration: 1. Click the link on the 2nd page of the Ad Manager Setup page. 2. Directly connect to Ad Manger Administration by entering the URL into your browser. After connecting to Ad Manager Administration, you will be prompted for the Ad Administrator's username and password. This username/password combination can be different from the username/password combination used to login to the website administration application. Giving clients access to banner statistics To give your advertising clients access to their banner generated statistics, send them to the URL as indicated on Ad Manager's second page. Adding a new advertising client This function allows you to add new advertising clients. To add a client, click the "Add new client" link. The client information page will be displayed. Fill in the information required and click the "Go" button to finish the operation. Modifying advertising client information To modify an existing client's information, select a client from the drop-down menu and click the "Go" button. The client information page will be displayed. Edit the information as required and click the "Go" button to finish the operation. Deleting an advertising client To delete an existing client, select a client from the drop-down menu and click the "Go" button. A warning will be displayed stating that the deletion process is permanent. You have the option of canceling the operation or continuing it. 13

14 Administering a client's banner ads Administering client banner ads To setup a banner, select a client from the drop-down menu and click the "Go" button. A list of banners will be displayed along with the option to ad a new banner. Setting up a banner ad To add a new banner, click the "Add new banner" link. The edit banner page will be displayed. After filling in the appropriate information on the page, the banner will be displayed. Click the "Go" button to complete the operation. Supported banner types You can display URL referred banners as well as HTML banners on your pages. URL referred banners URL referred banners are banners that reside at a specific URL address. These banners do not have to be uploaded to your site. They can reside on a remote server. URL referred banners can be advantageous to your clients as they can update their banners locally and the changes will be reflected immediately on your pages. This avoids the process of uploading and downloading the banners for modification. HTML banners An HTML banner is a banner generated by HTML. You can enter the HTML directly into the Ad Manager Banner Administration page or supply a URL. Entering information for a URL referred banner To setup a URL referred banner, click the "Banner referred to through URL" radio button from the Ad Manager Banner Administration's "Ad Banner" link. You must have the following information to setup a URL referred banner ad: the URL, the banner's dimensions in pixels, its ALT text and the text to be displayed below the banner. 14

15 Entering information for an HTML banner To setup an HTML banner, click the "HTML banner" radio button from the Ad Manager Banner Administration's "Ad Banner" link. You can enter the HTML directly into the Ad Manager Banner Administration page or supply a URL. Viewing statistics generated by a banner ad To view a client's statistics, select a client from the drop-down menu and click the "Go" button. Various banner statistics will be displayed including the number of hits. Sending clients statistics and notices To automatically send client statistics and expiry notices, click the "Send Client Statistics & Expiry Notices" link. A status page will be displayed confirming a successful operation. Click the "OK" button to return to the Ad Administration function. Using ecbuilder to build your website Introduction to ecbuilder To access ecbuilder downloads, select E-commerce from the main menu, and select ecbuilder Download from the e-commerce menu. This advanced tool is useful for customers interested in building and maintaining an e-commerce site. ecbuilder comes in two versions which are described below. The ecbuilder SOHO version can be downloaded FREE from our ecbuilder page. It is a basic version of ecbuilder with limited features. The ecbuilder Pro version can be downloaded from our ecbuilder page. The download package is a trial version of ecbuilder, which can be turned into a full version via a license key. A license key can be purchased through us or directly from ecbuilder. Uploading your ecbuilder site To successfully upload your ecbuilder website, follow this procedure: 1. After completing the website construction process, you will be presented with two options: FTP to your existing Internet Service Provider 15

16 Save your web site to a file folder Choose the "Save your web site to a file folder". 2. After saving your site to disk, use an FTP client to upload the site to our server. Choosing "FTP to your existing Internet Service Provider" will not successfully upload your site. Please be sure to use the above procedure for the best results. Obtaining ecbuilder information If you need general or pre-sales ecbuilder information, it can be obtained from ecbuilder at: ecbuilder technical support We are a reseller for ecbuilder and as such do not support the product. If you require support installing or using ecbuilder, contact ecbuilder's technical support at: Using Miva Merchant to build your website Introduction to Miva Merchant To access Miva Manager, select E-commerce from the main menu, and select Miva Manager from the e-commerce menu. This option will only be available if Miva Manager has been added to your domain for e-commerce. Miva Merchant is a browser-based store front development and management system. The modular organization allows the Miva Merchant to be upgraded "live", without any changes to the core system and without taking the store down in the process. All Miva Merchant application and database files are 100% cross platform. A user can enter colors, fonts, images, layout, etc all from the online administrative interface. Purchasing the Miva package In order to use Miva Merchant to build your virtual store, you must first purchase our Miva Merchant package. After logging into the WebsiteOS and launching the Miva Manager, follow the "Click here to purchase a Miva package" link. Purchasing a Miva license key In addition to the Miva Merchant package, you will need a Miva license key in 16

17 order to install Miva Merchant on your domain. If you already have a Miva license key, enter it in the box provided and click "Ok." If you don't have a license key, you must purchase one. Follow the "Click here to purchase a Miva license key" link. Installing Miva on your domain After purchasing the Miva Merchant key and adding the Miva Merchant service to your package, the next time you access the Miva Manager you'll be prompted to enter your license key. Enter your license key and click "Ok." The application automatically installs Miva Merchant on your domain in the /public/merchant2 directory. After the installation is complete, make sure to run the "Configure" option from Miva Manager to complete the setup of your store. Configuring Miva Merchant Click the "Configure" button under the "Administrative" tab to open a new window running the "Miva Merchant Setup Wizard." This program will take you through the initial setup and configuring of your store. You only need to run this wizard once. Administering your store This option allows you to access the Miva Merchant administration interface. You should complete the Miva Merchant setup and obtain the administration login name and password prior to using this option. Click the "Administer" button under the "Administrative" tab. This will open the Miva Merchant administrative interface in a new window. Viewing your license number Your license key is displayed at the top of the Miva Manager application (under the tabs). Using Miva Manager Advanced options Backup your Miva Merchant files Using this option, you can backup your Miva merchant data files and scripts. To backup your files, click the "Backup" button under the "Backup" tab. The backup 17

18 files will be saved in a subdirectory in your home directory. This directory will be called Merchant2 with the date and time of backup appended at the end of the directory name. Restoring a Miva Merchant installation After upgrading to the latest version of Miva Merchant, you always have the option of restoring your original installation. Select a date to restore from and click the "Restore" button under the "Backup" tab. Miva Manager will restore the selected store. Repairing your Miva installation If one or more of the Miva Merchant core installation files are deleted or missing, they can be reinstalled by running the "Analyze" option in Miva Manager. Click "Analyze" under the "Backup" tab and Miva Manager will automatically check your installation and replace any missing files. Upgrading your Miva Merchant If you are not running the latest version of Miva Merchant, you will see an "Upgrade" option under the "Administrative" tab. To automatically backup your current installation and upgrade your store to the latest version of Miva Merchant, click the "Upgrade" button. Miva Manager will run Miva's upgrade interface immediately following this operation. You must complete Miva's upgrade wizard to ensure your store was upgraded completely. Using EasyStoreMaker Introduction to EasyStoreMaker EasyStoreMaker gives you the opportunity to set up a simple store on your website. Orders placed there can be viewed securely online, giving you all the information you need to keep things organized (e.g. name, shipping address, products ordered, total price and credit card number). Enter your products, set the prices and the tax calculator; you can even select the currency your store will use. All this and more in an easy-to-use interface. To access the EasyStoreMaker, select E-commerce from the main menu, and select EasyStoreMaker. This function allows you to configure a basic e-commerce store for use on your website. Installing EasyStoreMaker on your domain 18

19 To install the EasyStoreMaker on your domain: Open the EasyStoreMaker application from the E-commerce menu. Make sure that the radio button beside To install EasyStoreMaker click the Next button is selected (as this is the only option, it should already be selected). Click the Next button. You are now taken into the Initial setup screen for your store. Configuring EasyStoreMaker Initial setup The EasyStoreMaker was created with your ease in mind; in about five minutes you can have everything set up. After installing, you can either enter your store information, or exit the application. If you wish to have your store be a standalone web page, the URL of the store can be found by using the following method: 1. Click on the link labeled Click Here to access your Store. 2. Highlight and copy the URL listed in the window which pops up. After reading the license agreement, clicking Next will take you to the main configuration page. Here you will see seven tabs, listing different aspects of your store. For the initial set up, you can only enter information into the tabs in a preset order; once set up, you will be able to click on any tabs you wish and in any order. The first time you enter your information into EasyStoreMaker, click Apply. This will save the information and then take you to the next tab in the sequence. The final step has a Next button, as you can decide to enter your products now or later. Selecting Later will take you back to the main page. Selecting Now brings you to the Products tab, where you can enter all of your product information. How to enter your company info The information entered into the "Company" tab will appear on your EasyStore web pages. If you do not wish to have this information displayed, make sure the "Hide Footer" box is checked. The only mandatory fields are the State/Prov. and Country fields. These are required to help calculate the tax on your customer's orders. The "Introduction Message" is displayed on the main page of your EasyStore. The "Thank You Message" is displayed after your customer has finished ordering. They are then sent to the "Completion URL". This can be any webpage you wish. The Maintenance Message is what will display if for any reason your store becomes temporarily inaccessible. 19

20 How to enter the tax information The "Tax Table" tab is where you enter the tax values to be charged to your customer s orders. You can enter the amount of tax as well as the name of the tax being applied. You can also choose not to charge any tax if you wish. This is where the "State/Prov." and "Country" information come into play. EasyStore calculates the amount of tax that is charged per order based on the buyer s place of residence. If you are charging tax for residents of certain states or provinces, this will ensure that you don t miss anyone. How to enter shipping prices The "Shipping" tab allows you to enter shipping fees, which will be applied to all orders. By default you must enter a value, but if you do not wish to charge shipping, enter "0" (zero). You can select to apply additional fees to "International Orders" and/or "Out of State/Province" if you wish. Simply check the box and enter a value in the appropriate field. Picking payment types The "Payment Types" tab will allow you to select which credit cards to accept. The EasyStoreMaker only accepts credit cards as a method of payment. Check the box next to the card(s) you wish to accept. Selecting the currency EasyStoreMaker allows you to choose what currency in which to list your products. Select the one you want from the drop-down menu. If you select any dollar currency, you have the option of having the $ appear next to the amount. By default this option is selected, so if you have chosen a non-dollar currency, be sure to uncheck this box. Entering information on the Security tab The following fields are displayed under the security tab: Order Notification: check this box if you wish to receive s indicating that orders have been placed. Please note that the order notifications do not contain actual order information, just a notice that an order has been made. Notification Address: this is a field for the address which will receive order notifications. This address will also be used to send you your password if you have forgotten it. It is mandatory that you enter in a valid address in this field. Order Processing Username: this is the username you would use to log in and pick up your orders online. It is the same as the domain name of your website. 20

21 Order Processing Password/Confirm: when changing the password or entering in a password for the first time, both of these fields must be filled. If what was entered in each field is not identical, the new password will be rejected. For increased security, the password is never shown as clear text. How to enter Product information Adding a product To add a product to your EasyStore: Select the Products tab and click on Add. Enter the product name, description (if you wish) and the price. If you wish to load a product image, do so on this page. You can enter either the image file name (which must be loaded into your public/storemaker/images directory), or a complete URL to the online image. Click Apply and your product is saved to the list. Click Back to return to the main "Products" tab. You will see a list of your current products listed. If you have more products to add, click on Add and repeat the above process. Entering product images On the "Product" tab you can enter a product image to showcase it. You can enter either the image file name or a complete URL of an online image in the "Product image" field on the Product tab. To upload your own image, follow the "Using the upload function" page of the "Managing your website" section of the Help files. The target directory for your image is../public/storemaker/images The image can be any image format (gif, jpg, bmp, etc.) To use a current online image, enter the complete URL of the image. Editing product information To edit a product in EasyStoreMaker: Select the Products tab. A list of your current products will be displayed. Select the product you wish to edit by clicking the radio button next to it, and click the Edit button. If you do not wish to make changes, simply click the Back button to return to the first "Products" tab screen. If you wish to remove a product from your store, click the radio button next to "Hide from View". Your product will no longer appear on your store's 21

22 webpages, but it still appears in EasyStoreMaker. If a product is sold out, you can check this radio button and "Sold Out" will appear next to your product on your store's webpage. Make any changes and click Apply. Deleting a product To delete a product in EasyStoreMaker: Select the Products tab. A list of your current products will be displayed. Select the product you wish to delete by clicking the radio button next to it, and click the Delete button. Your product has now been deleted. Managing your Orders Online Viewing your Orders Online EasyStoreMaker allows you to view your orders online securely and safely. The web pages are secure, and the actual file which holds the order information is encrypted. All of this is handled through an interface which is fast and easy to use. To view and manage your orders online, either follow the URL provided in your notification , or log into WebsiteOS, open EasyStoreMaker and click on Click Here to access your orders. You will be taken to a log in screen, where you must enter your Login Name, which is the domain your store is on, and your password, which you created under the "Security" tab when you set up the store. If you have forgotten your password, click on the link on the log in screen titled Forgot your password? and your password will be ed to the notification address you entered in the store settings under the Security tab. This feature is particularly useful if the person who receives notifications and manages the orders is different from the person who has access to the EasyStore s settings. After logging in, you will be taken to a page which summarizes all unfilled orders. You can select how to sort the list. Clicking Received Date will sort them by date received. Clicking on this heading again will toggle the list between ascending and descending order. Similarly, you can also click Card Type. If you click on any of the links listed under Details, the full information for an order will be displayed. Clicking Print on this page will print the order details currently being displayed. To switch between Open and Filled orders, click on Filled Orders. The filled orders list is virtually identical in layout to the Open Orders list, with the exception that only the first and last four digits of credit card numbers are visible. To switch back to the Open Orders list, click the Open Orders button. The Print button will print up the current order summary page. 22

23 Filling Orders After you have taken whatever steps are necessary to fill a particular order, in the message details for that order, click on Order Filled. By default, the current date is used. Before you mark the order as filled, you can edit this date in the field beside the Order Filled button. Once you have flagged an order as filled, it is no longer in the Open Order list; it will now only be viewable in the Filled Order list. Only the first and last four digits in a credit card are displayed for a filled order. Once an order has been marked as filled, there is no way to recover this credit card information. Deleting Orders To delete an order from either the Open or Filled Order list: 1. Go to the list from which you want to delete orders. 2. Click on the checkboxes in the right-hand column beside any of the orders you want to delete. 3. Click on the Delete Selected button, located in the bottom-right corner of the screen. 4. A confirmation box will come up. Click yes. 5. The list will refresh; the items flagged for deletion will be gone, and there will be a message at the top of the screen stating which orders were successfully deleted. Uninstalling EasyStoreMaker To uninstall the EasyStoreMaker from your domain: Open the EasyStoreMaker application from the E-commerce menu. Select the radio button next to Uninstall EasyStoreMaker. (Everything is permanently deleted) and click Next. EasyStoreMaker has now been uninstalled. Please note that uninstalling your EasyStore permanently deletes all related records from your domain. If you reinstall your EasyStore at a later date, all the information you entered during your previous installation will have to be reentered. Using EasyStoreMaker Pro Introduction to EasyStoreMaker Pro EasyStoreMaker Pro gives you the opportunity to set up a full-featured store on your website. Orders placed there can be viewed securely online, giving you all 23

24 the information you need to keep things organized (e.g. name, shipping address, products ordered, total price and payment information). Enter your products, organize them in categories, set the prices and the tax calculator; you can even select the currency your store will use. All this, and more. Installing EasyStoreMaker Pro on your domain To install EasyStoreMaker Pro (ESM Pro) on your domain: 1. Log in to WebsiteOS if you are not already logged in. 2. Click on the E-commerce link, found towards the left of the WebsiteOS screen. 3. Click on EasyStoreMaker PRO. 4. An installation window will appear, asking if you want to install and configure ESM Pro using the Install Wizard, or by manually configuring your EasyStore. Manual configuration of ESM Pro is only recommended for users who are already familiar with the configuration of ESM Pro, and/or have read through the section titled Manually configuring EasyStoreMaker Pro and all of its related topics. If you run the installation wizard (recommended), you will be guided through the essential steps of setting up your storefront. At each step, detailed information is provided explaining what type of information is expected every step of the way. You will also be asked questions concerning optional features of your store. If you are uncertain if you want to use a particular feature, you can skip configuring that feature and configure it later; see Manually configuring EasyStoreMaker Pro and its related topics. When you have finished configuring your store with the installation wizard, you will be asked if you want to create products for your store to sell. If you select Yes, then you will be given the option of running the Add Products Wizard. If you choose not to add products at this time, you will always have the option of using the Add Products Wizard at a later date. Using the add products wizard The Add Products Wizard can be run at any time. If you are installing EasyStoreMaker Pro (ESM Pro) for the first time, you will be given the option of running the Add Products Wizard after configuring your store with the install wizard. If you are not installing EasyStoreMaker Pro (ESM Pro) for the first time, or you chose to manually install ESM Pro, you can access the Add Products Wizard using the following method: 1. Log in to WebsiteOS if you are not already logged in. 2. Click on the E-commerce link, found towards the left of the WebsiteOS screen. 3. Click on EasyStoreMaker PRO. 24

25 4. Click on the Add Products Wizard link which appears in the middle of the screen. When the Add Products Wizard starts, just follow the step-by-step instructions which appear on the screen. If you wish to manually edit, add or delete products, see the section titled How to enter product information. Manually configuring EasyStoreMaker Pro Manually configuring EasyStoreMaker Pro To access EasyStoreMaker Pro, select E-commerce from the main menu, and select EasyStoreMaker Pro. To accommodate the large amount of new features available in EasyStoreMaker Pro, the store's preference interface is split up into 3 sections: Tab, User Data and Category. A labeled illustration, with explanations, follows: 1 (Tab): The topmost section of the preferences window has labeled tabs. Clicking on a tab opens a window, with information related to the tab name. In the example above, the "Tax Table" tab is currently selected. If you have made changes to a tab, and want to save the data you have entered, you must click "Apply" before moving on to another tab. 2 (User Data): The middle section of the page is where the user's preferences are displayed for a particular subject. 3 (Category): Because of the large amount of configurable data under certain tabs, some of them have been subdivided into categories. In the example above, the "State" category is displayed. Each category contains a related set of data which is relevant to the selected tab. When you move between different 25

26 categories, you are just viewing different sets of data for the same tab. If you have made changes to a category, and want to save the data you have entered, you must click "Apply" before moving on to the next category. How to enter your company info The information entered into the "Company" tab will appear on your EasyStore Pro web pages. If you do not wish to have this information displayed, make sure the "Hide Footer" box is checked. The only mandatory fields are the State/Province and Country fields. These are required to help calculate the tax on your customer's orders. If you enter in your company's address, and hide your company footer, the address will still be displayed. In the "Header" category, you may enter your store name and select the filename or URL of your company logo. For information on uploading images, see the section titled Uploading Images. In the "Messages" category, you may enter the following message types: Introduction Message: A welcome message which appears on your storefront. Thank You Message: A message which displays at the completion of a customer's order. You may also choose to send this message to customers by . Maintenance Message: This message will appear, if for any reason your store is temporarily unavailable. Disclaimer Notice: Checking "apply disclaimer" and filling out this text box will create a link in the footer of your store's page, which will link to a popup window. This window will display your disclaimer message. Privacy Statement: Similar to the "Disclaimer Notice", except this is used to include a privacy statement, accessible through a link on the footer of your store. How to enter the tax information The "Tax Table" tab is where you enter the tax values to be applied to your customer s orders. You can enter the amount of tax, as well as the name of the tax being applied. There are two subcategories of tax: "State" and "Federal". In the "Federal" section, you get to chose if your state tax is added to federal taxes before being applied, or if it is applied after federal taxes have been applied. You can also choose not to charge any taxes if you wish. This is where the "State/Prov." and "Country" information come into play. EasyStore Pro calculates the amount of tax that is charged per order based on the buyer s place of residence. How to enter shipping prices 26

27 The "Shipping" tab allows you to enter shipping fees, which will be applied to all orders. There are three main classifications of shipping: Regional, National, and International. Explanations are as follows: Regional: Shipments to locations in the same region as the store, i.e. the same state or province. National: Shipments to locations in the same country as the store, but are outside the store's state or province. International: Shipments to locations in a different country. The "Charge Rate" category allows you to specify the charge rate for each of the shipping methods you have created. Using this interface, each shipping method must be associated with one of the three main classifications shown above. Shipping and handling fees can be based on quantity or weight. If you choose to base it on weight, then you must enter a weight for all of your store's items. It is possible to have more than one shipping option available to each classification (e.g. rush delivery and regular mail). By default, there should be three shipping methods already set up: Regional, National and International. To use these default shipping methods, complete the steps outlined below: 1. Click on the "Additional Charges" category. If this section has no values entered, skip ahead to step 3; otherwise, proceed to step If you want to use the charge rates listed in this interface, write down the rates for each shipping type, then remove this information from the interface and click "Apply". 3. In the "Charge Rate" category, select the first method listed in the dropdown menu. 4. Make sure that "Apply this method" is checked. If it is not, place a checkmark beside it. 5. Indicate which classification of shipping this method should be applied to. In this instance: The "Regional" method should be applied to "Regional Orders". The "National" method should be applied to "National Orders". The "International" method should be applied to "International Orders". 6. Using the drop-down menu located near the top of the interface, indicate whether this should be a flat-rate or a range-rate charge. Fill out the charge rate(s) as appropriate. 7. Click "Apply" to save your settings. 8. Select the next method from the drop-down list. Repeat steps 4-8 until all shipping methods have been configured. 9. Click on the "Instructions" category. 10. Select the first method from the drop-down list. 11. Type in any information or instructions you want the end-user to see concerning this shipping method (e.g. shipping cost, average shipping time, etc.) Click "Apply" when you are done. 12. Select the next shipping method from the drop-down list. Repeat steps until all shipping methods have been configured. 13. Click on the "methods" category. 27

28 14. Select the first method in the list provided. 15. If you wish to set a maximum weight or quantity of items for this shipping method, do so using the text box and radio buttons provided; otherwise leave the text box empty. 16. If you made any changes to this method, click "Apply" if you wish to save them. 17. Select the next shipping method from the drop-down list. Repeat steps until all shipping methods have been configured. 18. You are now ready to use the default shipping methods. To create a custom shipping method, follow the steps outlined below: 1. Under the "Shipping" tab, go to the "Methods" category. 2. Enter a new method name in the space provided, then click "[+]" to add this method to the list. 3. Select the new method from the list. 4. If you wish to set a maximum weight or quantity of items for this shipping method, do so using the text box and radio buttons provided; otherwise leave the text box empty. 5. If you made any changes to this method, click "Apply" if you wish to save them. 6. Click on the "Instructions" category. 7. Select the new method from the drop-down list. 8. Type in any information or instructions you want the end-user to see concerning this shipping method (e.g. shipping cost, average shipping time, etc.) Click "Apply" when you are done. 9. In the "Charge Rate" category, select the new method listed in the dropdown menu. 10. Make sure that "Apply this method" is checked. If it is not, place a checkmark beside it. 11. Indicate which classification of shipping this method should be applied to. 12. Using the drop-down menu located near the top of the interface, indicate whether this should be a flat-rate or a range-rate charge. Fill out the charge rate(s) as appropriate. 13. Click "Apply" to save your settings. 14. Your new shipping method is now ready for use. Picking payment types The "Payment Types" tab will allow you to select which credit cards to accept. EasyStoreMaker Pro accepts credit cards, checks/money orders and C.O.D. as a method of payment. Check the box next to the payment types you wish to accept. If you select "Credit Card" as a method of payment, you must select which cards you are willing to accept payment from. 28

29 The "Discount" category allows you to set global conditions under which discounts will be applied to orders. You can set the discount to occur when: A certain number of items (total) are ordered. A certain dollar value is exceeded on an order. When either of these conditions are met, you can choose to: Award a percent discount. Award a dollar-value discount (e.g. $5.00 off). Offer free shipping. You may choose to advertise the discount in your store by entering a discount message in this section. To display the message, please be sure to check the box marked "Apply Message". Selecting the currency Under the "Currency" tab, EasyStoreMaker Pro allows you to choose the currency you want to use. Select the one you want from the drop-down menu. If you select any dollar currency, you have the option of having the $ appear next to the amount. By default this option is selected, so if you have chosen a nondollar currency, be sure to uncheck this box. Also in this window, there is a checkbox for using a gateway to perform online credit card authentication and billing. If you wish to perform online billing through a payment gateway, you must first obtain an account with that gateway. The "countries" category allows you to limit which countries you do business with. This is useful if, for example, you are based in North America and wish to do business only with the United States and Canada. You may configure this in one of three ways: Do business with all countries: Selecting this option allows all countries to place orders. Do business with only the following countries: Selecting this option allows you select which countries specifically you wish to do business with. After choosing this option, select a country form the top list, and click [+] to add the country to the list. To remove a country from the list, select it and click [-]. Do business with all but the following countries: Selecting this option allows you select which countries specifically you wish exclude doing business with. After choosing this option, select a country form the top list, and click [+] to add the country to the list. To remove a country from the list, select it and click [-]. Choosing a gateway Choosing a gateway The "Payment Gateway" tab allows you to enable automated credit card billing, and to select the payment gateway you want to use. 29