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

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Web Site Content Management Server

Version 4.1 Build 0

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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

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I Contents

I

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

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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 e-mail 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

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Step 1 - Server Software 2

• 512 MB+ RAM

• 10 GB+ Hard Drive (RAID recommended) • Microsoft® Windows 2000+

• Microsoft® IIS Web Server (w/ISAPI Rewrite) OR Apache 1.3+ Web Server (w/ Mod_Rewrite) • PHP 4.1 - 4.4.* Application Server

• Zend Optimizer 2.5.7+

• 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 4.1 - 4.4.* Application Server

• Zend Optimizer 2.5.7+

• 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

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· 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: http://www.mkaz.com/reference/php/setup_linux.html

Windows Servers: http://internetmaster.com/installtutorial/

MySQL Services

Download: http://downloads.mysql.com/archives.php

Windows Instructions: http://dev.mysql.com/doc/mysql/en/windows-installation.html

PHP Services

Download: http://www.php.net/releases.php

Windows Instructions: http://us2.php.net/windows

Web Services

Apache Web Server (Unix/Windows)

Download and install Apache: http://httpd.apache.org/download.cgi

Windows Instructions: http://httpd.apache.org/docs/windows.html

(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: http://www.zend.com/store/free_download.php?pid=13

Instructions: http://www.zend.com/store/pdf/ZendOptimizer_UserGuide.pdf

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liveSite™ also sends email 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 e-mail 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, http://aspell.sourceforge.net, for information about installing Aspell.

Windows: Please download and install the Aspell program and a dictionary program of your choice

from http://aspell.net/win32/. 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*

myUsername

@localhost

IDENTIFIED BY "mypassword";

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mysql> SET PASSWORD FOR myUsername@localhost = 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 (http://www.helicontech.com/download/).

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!)

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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:

http://www.camelback.net/downloads/livesite.zip

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).

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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 "www.example.com" with your hostname):

http://www.example.com/livesite/install

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 (http://www.verisign.com). 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).

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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 http://us3.php.net/pfpro 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: http://www.mydomain.com/livesite/

· 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: Payment Processor Username (from VeriSign). This allows liveSite™ to log into the payment gateway server and send transactions.

Merchant Password: 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:

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Restart Apache.

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Index 10

Index

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-Merchant Account 7 Merchant Mode 7 Merchant Password 7 Merchant Username 7

P

-Pay Flow Pro service 7 payment gateway 7

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