Web Site Content Management Server. Installation Guide Version 4.1 Build 0

Transcription

1 Web Site Content Management Server Installation Guide Version 4.1 Build 0

2 livesite: Web Site Content Management Server No parts of this work may be reproduced in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, taping, or information storage and retrieval systems - without the written permission of the publisher. Products that are referred to in this document may be either trademarks and/or registered trademarks of the respective owners. The publisher and the author make no claim to these trademarks. While every precaution has been taken in the preparation of this document, the publisher and the author assume no responsibility for errors or omissions, or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it. In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document. Last Update: February 2006

3 Contents I Table of Contents Part I Installation Guide 1 Part II Step 1 - Server Software 1 Part III Step 2 - livesite Software 6 Part IV Step 3 - Payment Gateway 7 Part V Installation Troubleshooting 8 Index 10 0 I

4 1 livesite: Web Site Content Management Server 1 Installation Guide livesite is a PHP/MySQL application that runs on almost any standard Web server running common operating system environments including Windows, Linux (we recommend Red Hat), FreeBSD, OpenBSD, NetBSD, Mac OS X, Solaris, and IBM AIX Server. The following Installation Guide will help you to get you web server environment configured and to get the livesite application on your Web server. Step 1 - Server Software (ISPs) This section of the Installation Guide assumes knowledge of system administration for your particular Web server and also assumes knowledge and experience installing and configuring Apache or IIS Web services, MySQL database services, and PHP application services. If you are installing livesite on a third-party web hosting account, your ISP should already have these services configured. Step 2 - livesite Software (Webmasters) This section of the Installation Guide assumes that you have setup a MySQL database, have enabled PHP, and know how to FTP files to your web server space. If you have this basic knowledge, this section will walk your thought the process of running the automated installation program to install livesite on your web space on your own web server or ISP web hosting account. Step 3 - Payment Gateway This section describes the optional setup of a payment gateway if you will be using the ecommerce Edition to process credit cards in real-time ("virtual swipe machine"). 2 Step 1 - Server Software This Section is for your ISP or your web server system administrator. If you have a PHP/MySQL web hosting account, then you may be able to skip this section. livesite depends on a Web Server that is already running Apache or IIS, MySQL, PHP, Zend Optimizer, and has access to outbound services. Since each Web server configuration is different, a detailed installation guide for these platform services is not possible, but we have listed some good Web sites were you can find that help. Since livesite was designed to run on the most common Web server environments, you can also have livesite hosted for you by Camelback or your ISP. If you would like to host your livesite but don't have the technical experience with installing, troubleshooting, or maintaining the platform services, please Contact us and we can help you for a nominal fee. Server Requirements livesite will run on any Windows or Linux Web server running PHP/MySQL, including most Web site hosting Accounts. Here are two common server configurations for livesite servers. There are many platforms including AS/400 and other versions of Linux that should work fine as well. Windows Server 2000/2003 Standard or ecommerce Edition 1 GHz+ CPU

5 Step 1 - Server Software MB+ RAM 10 GB+ Hard Drive (RAID recommended) Microsoft Windows Microsoft IIS Web Server (w/isapi Rewrite) OR Apache 1.3+ Web Server (w/ Mod_Rewrite) PHP * Application Server Zend Optimizer MySQL 3.* - 4.* Database Server Aspell (for spellchecker feature) SMTP Gateway (for outbound mail) Linux / Unix Servers Standard or ecommerce Edition 1GHz+ CPU 512 MB+ RAM 10 GB+ Hard Drive (RAID recommended) Apache 1.3+ Web Server (w/mod_rewrite) PHP * Application Server Zend Optimizer MySQL 3.* - 4.* Database Server Aspell (for spellchecker feature) SMTP Gateway (for outbound mail) NOTE: If you would like to process credit cards automatically (optional), livesite e-commerce Edition also requires: SSL Certificate (We recommend GeoTrust) Verisign PayFlow Pro Service A Merchant Account (ask your bank) Verisign Payflow Pro extension for PHP NOTE: Verisign PayFlow Pro extension for PHP does not work on Windows. Site Administrators Any Web browser supporting Javascript and cookies Site Managers Any Web browser supporting Javascript and cookies Site Designers Any HTML page and associated javascript, css, flash, animation, streaming audio and video media, and image files can be easily imported into livesite. No particular HTML authoring tool is required and FTP software is not necessary. Site Editors PC - MS Internet Explorer 6+ Web Browser OR Mozilla (Netscape) MAC Mozilla, Netscape, or Firefox Browser Site Visitors Any Web browser supporting Javascript and cookies Basic System Resource Requirements 10MB MySQL database space for most typical organizations

6 3 livesite: Web Site Content Management Server 10MB of Disk space for the application program itself 400MB+ file space for documents/images/etc uploads as needed Reference Sites Here are some good reference Web sites to help you install the platform service required before you can install livesite : Unix Web Servers: Windows Servers: MySQL Services Download: Windows Instructions: PHP Services Download: Windows Instructions: Web Services Apache Web Server (Unix/Windows) Download and install Apache: Windows Instructions: (or) IIS Web Server (Windows Only) Latest Instructions can be found at Microsoft.com. Zend Optimizer The Zend Optimizer is a free application that runs encoded PHP files and increases runtime performance up to 40%. It is required in order to run the livesite application on your Web server. Download: Instructions: Services

7 Step 1 - Server Software 4 livesite also sends notifications automatically for a variety of reasons such as new User passwords, Contact Form alerts, and order confirmations. For these reasons, you need to be sure that your Web server is configured with an outbound SMTP MTA (mail transfer agent) so that livesite can send outbound via PHP functions. Unix: Setup the MTA of your choice (i.e. Postfix). Windows: Setup the SMTP server in IIS. Add localhost to the list of domains that are allowed to relay mail. Aspell In order to use livesite's spellchecker, it is required that Aspell be installed. Unix: Aspell is normally installed by default in Unix, so you probably do not need to do anything. You can run the command, whereis aspell, to verify that it is installed. If it is not installed, please see Aspell's website, for information about installing Aspell. Windows: Please download and install the Aspell program and a dictionary program of your choice from One file should be the "Full installer" and the other file should be one of the "Precompiled dictionaries". If you are using IIS for your web server, you will need to give "Read & Execute" permissions to the cmd.exe file for the server's anonymous web user. Right-click on %systemroot%\system32\cmd.exe. Click on the Security tab. Add the anonymous web user (i.e. IUSR_[name]). Make sure that Read & Execute is checked under the Allow column. Click OK." MySQL Database Creation (Unix/Windows) The following example commands are used when configuring livesite on Red Hat Linux. Other Unix and Windows command prompts may vary. These instructions assume that your MySQL database is located on the same server as your livesite Web site ('localhost'). All commands listed below contain italicized words which should be replaced with your own information. Log into MySQL via console with your root Account: #mysql -uroot -ppassword -hlocalhost Create a database for livesite by entering the following command: mysql> CREATE DATABASE mylivesite; livesite will need to connect to the database in real-time each time a request for your Web site is made. To securely connect to the database, you need to create a database User and give User access rights to the database by entering the following command (replace italics text with your own information. replace "localhost" with the correct hostname if necessary): mysql > GRANT ALL PRIVILEGES ON mylivesite.* TO IDENTIFIED BY "mypassword"; If you are running MySQL 4.1 and PHP 4.* you will need to make a change to the way that your User's password is stored in MySQL, so PHP can successfully connect to it. This issue is caused by a change in the way that MySQL stores passwords in versions To do this, run the following command (replace italics text with your own information):

8 5 livesite: Web Site Content Management Server mysql> SET PASSWORD FOR = OLD_PASSWORD(' mypassword'); Web Server Configuration Apache (Unix or Windows) Using a text editor, make the following updates to the httpd.conf file (for Red Hat, this file is located in the /etc/httpd/conf/ directory). Add "index.php" as a default document: DirectoryIndex at_domains_index.html index.html index.html.var index.shtml index.cfm index.php Turn off AddDefaultCharset by updating the following line as follows: AddDefaultCharset Off You must now restart Apache to load the new settings. For Unix, enter "apachectl stop" and then "apachectl start" from the command line. For Windows, select restart by clicking on the Apache program in your system tray. IIS (Windows) Add index.php as default document in IIS properties for mydomain's Web site (Properties -> Documents -> Add). Download and install ISAPI_Rewrite ( You have a choice of ISAPI_Rewrite Full ($69) and ISAPI_Rewrite Lite (free). Either will work with livesite, however, if you run multiple Web sites with IIS, then you might want to consider buying ISAPI_Rewrite Full. With ISAPI_Rewrite Full, you will be able to limit the rewriting rules for livesite to a single Web site in IIS. With ISAPI_Rewrite Lite, the rewriting rules will apply to all Web sites in IIS. You now need to setup the ISAPI_Rewrite configuration file, httpd.ini. If you are using ISAPI_Rewrite Lite, place httpd.ini (from the "misc" directory in the livesite archive) in C:\Program Files\Helicon\ISAPI_Rewrite\ or wherever ISAPI_Rewrite is located. You will need to delete/overwrite the example httpd.ini file in that directory. If you are using ISAPI_Rewrite Full, place httpd.ini (from the "misc" directory in the livesite archive) in the Web root for the Web site that livesite will be running on. PHP Configuration (Unix/Windows) Edit the php.ini file to include the following settings. Some of these settings will need to be specifically updated, however others might already be set by default. Please verify each setting. (Make sure to remove the semicolon before settings in order to uncomment!) error_reporting = E_ALL & ~E_NOTICE upload_max_filesize = 100M

9 Step 1 - Server Software 6 post_max_size = 100M session.use_trans_sid = 0 register_globals = Off SMTP = localhost NOTE: For Windows installations, you may need to enter the hostname of your SMTP server instead of "localhost" for the SMTP=setting. safe_mode = off NOTE: Safe_mode must be turned off for the Spellchecker in livesite's WYSIWYG Page Editor to function properly. In order for the php.ini updates to take effect, you must restart your Web server. For Apache in Unix, enter "apachectl stop" and then "apachectl start" from the command line. For Apache in Windows, select restart by clicking on the Apache program in your system tray. For IIS, right-click on the Web site in IIS and choose "stop" and then "start". Congratulations! Your server is now ready for the livesite software installation! 3 Step 2 - livesite Software This Section is for web designers or webmasters. This section assumes that you have already set up a MySQL database, and have PHP enabled on your web server, and that you can FTP files to your web server. Once your Web server is up and running with the platform services from the previous Section, you are ready to begin the livesite software installation below. The following steps assume that you have: FTP access to your web server space (username and password) MySQL database created (database name, database username, database user password) Installing livesite 1) Download the livesite software from our website. All versions and templates are included on the downloadable ZIP file, located at: 2) Unzip the files (preserving their folder structure) to your desktop. 3) FTP (IN BINARY MODE) the contents of the "www" folder to your web root (i.e. www, htdocs, or etc.). Do NOT upload the "www" folder itself, only the contents. You must use BINARY TRANSFER MODE in your FTP client for livesite to work properly (do not use ASCII or Auto modes). Your FTP transfer window should look something like this after you have transferred the files (in Binary

10 7 livesite: Web Site Content Management Server Mode):.../livesite_software/www/livesite/... >>.../www/livesite/....../livesite_software/www/login/... >>.../www/login/....../livesite_software/www/index.php >>.../www/index.php.../livesite_software/www/.htaccess >>.../www/.htaccess 4) Now it's time to run the livesite Installation program. To run the livesite installation program, go to the URL below (replace " with your hostname): Follow the directions on the installation page and click [Install] to install livesite. 5) Now, you need to have your Web server point to your new livesite website. First, back up your existing default "index" file, by adding ".bak" to it's name. This file will be found in the root directory of your web server and is typically named index.htm (or index.html, default.htm, default.html, etc.). index.htm >> index.htm.bak Now your Web server will look for the index.php file (added by the livesite Installation Program) and run livesite for your website domain. Congratulations! Your livesite Content Management Server is now installed! 4 Step 3 - Payment Gateway This Section is for your server administrator, webmaster, and business manager. This is an optional feature of the livesite ecommerce Edition. Steps to Process Credit Cards in Real Time If you are going to process credit/debit card transactions in real-time with livesite ecommerce Edition, you will also need to configure your web server and livesite to manage the credit card transactions. This will allow you to turn your livesite into a sophisticated credit card "swipe" machine you see in stores and gas stations. Business Managers Sign up for VeriSign's Pay Flow Pro Service ( VeriSign is the only payment processor that has been approved by Camelback Web Architects for use with it's Products. Obtain a Internet Merchant Account for transaction deposits (available from your depository bank). Purchase a "Secure Server Certificate" (SSL Certificate) for your domain (i.e. mydomain.com). Your ISP may have an option to purchase and install this for you. We recommend GeoTrust.

11 Step 3 - Payment Gateway 8 System Administrators Connect to VeriSign's payment gateway. To do this, please make sure to enable support for Verisign Payflow Pro extension for PHP (See for instructions). Install a "Secure Server Certificate" (SSL Certificate) for your domain (i.e. mydomain.com). Webmasters Once these step are completed, you can configure livesite for e-commerce transactions. Login to livesite at: Click on the "Settings" link in the upper-right hand corner of the livesite Admin Panel. You will need to set a few of the properties on the Settings Page before Credit Card Processing will function correctly: E-Commerce Properties Use Merchant: If you are processing credit cards in real-time using VeriSign PayFlow Pro Service, select this checkbox so that livesite will send the transactions to the payment processor when the Preview Page is submitted successfully. Merchant Mode: Test: Select this option when you are using the Merchant Mode and you want to submit test orders using real credit card numbers. With this option, livesite will send the orders to the payment processor, but the card will NOT be charged. Live: Select this option after your testing of orders through the payment gateway are working correctly. Selecting this checkbox will charge the credit cards in real-time. Merchant Username: Merchant Password: Payment Processor Username (from VeriSign). This allows livesite to log into the payment gateway server and send transactions. Payment Processor Password (from VeriSign). This allows livesite to log into the payment gateway server and send transactions. 5 Installation Troubleshooting If you are having problems installing or using your livesite installation, here are some common issues and solutions. I am not able to access /pages and /files URLs running Apache on Unix or Windows. If you are not able to access /pages and /files URLs and you are running Apache on Unix or Windows, you might need to update the AllowOverride setting in the httpd.conf file. Update the setting as follows: AllowOverride All

12 9 livesite: Web Site Content Management Server Restart Apache. If that does not solve the problem, the mod_rewrite directives in the.htaccess file are not being applied. First, verify that there is a file named.htaccess in the root directory of your Web server. This file is included with the livesite software. If that file is found, then the problem is probably caused by mod_rewrite not working for some reason. Contact your Server Administrator or ISP and ask them to make sure the mod_rewrite apache module is installed and working. Generally, the mod_rewrite module is enabled by default with Apache installations so usually this is not the problem.

13 Index 10 Index - M - Merchant Account 7 Merchant Mode 7 Merchant Password 7 Merchant Username 7 - P - Pay Flow Pro service 7 payment gateway 7 - S - Secure Server Certificate 7 Server Requirements 1 SSL Certificate 7 - U - Use Merchant 7 - V - VeriSign 7

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