zencart.txt

How do I install Zen Cart?
Preface 
Warning:
There are several all-in-one "packaged" "bundles" of Zen Cart scattered around the internet, but none 
of those are endorsed by Zen-Cart.com, as we believe that the manual installation is the best choice 
to have your system secure and optimized and so you know exactly what you have put onto your site.

If you choose to use a packaged installer from someplace else, make sure you ask them for all your 
technical support needs and ensure that they intend to keep things up-to-date and that they will 
provide you with free support for updating your site whenever they make updates to their bundled 
packages.

NEW INSTALLATION
Getting Started ...
This is a basic guide to installing Zen Cart®. If you already have Zen Cart® installed and wish to 
upgrade from a previous version to this new release, please see the Upgrade Instructions and the 
What's New documentation.

The Basics 
You have downloaded the Zen Cart® software for an online shopping cart.

Questions to ask yourself ...

1. Do you have a domain? 
If No, stop ... see our Certified Hosting Sites and find a fast, reliable hosting site that can help 
you register your own personal domain as well as provide for your hosting needs that meet the Zen 
Cart® software requirements ...

2. Do you have FTP software? 
If No, stop ... you need to obtain a decent FTP software package such as FileZilla to transfer files 
back and forth from your computer to your webserver (the computer on the internet where you have your 
domain hosted).

NOTE: Many people have had timeout and other problems when using programs like SmartFTP and CuteFTP. 
We recommend that you do NOT use these problematic programs.

NOTE 2: If your hosting company provides an FTP program that runs inside your browser, we recommend 
that you do NOT use that for uploading large amounts of files such as a fresh install of Zen Cart. 
Those are okay for single-file uploads, but unreliable for several files at once.

NOTE 3: While some programs like Dreamweaver have built-in FTP capability, we DO NOT recommend using 
these programs for uploading more than one file at a time, since they often fail to do mass uploads 
properly, and do a very poor job of informing you of any failures. Always better to use a program 
dedicated to FTP activity, and not something that's merely got rudimentary FTP capability bolted on.

3. Do you have a good Text Editor? 
If No stop ... you will need a good Text Editing software such as Notepad++ (free), UltraEdit, 
CrimsonEditor (free), BBedit/TextWrangler(Mac), Kedit (linux), or some other type of Text Editor for 
modifying the files in the Zen Cart® software ...

Note: do not use cPanel for editing files, or MS Word or other software designed for fancy writing ... 
you want a nice clean Text Editor.
You can use the Windows Notepad... but this is limited in capabilities and the size of files that it 
can open and often can cause more harm than good ... (Notepad++ mentioned above is the most 
recommended choice.)

4. Do you have access to your webhosting control panel to create a MySQL database and user? 
BEFORE YOU PROCEED, make sure you have access to a MySQL database, and username/password to that 
database. You may need to create the database using your webhosting account's control panel. Contact 
your webhosting company for assistance. Zen Cart® cannot create the database for you.

(You need the following permissions on your MySQL user: SELECT, INSERT, UPDATE, DELETE, CREATE, ALTER, 
INDEX, DROP.   On an hSphere host, this would be "dba" access, or at least read/write. )

All set? 
If you have answered Yes to all 4 of these questions, then you are ready to go on ...

ZIP file 
If you're reading this page via a file from your computer, you have likely already unzipped the Zen 
Cart® distribution file and its contents into a folder on your personal computer. If for some reason 
you haven't already done so, unzip the files to your PC now, retaining the file structure within the 
zip file.

Upload the Zen Cart® fileset to your webserver
Upload, via FTP, the whole program into a directory on your server. Example:/catalog

We will use /catalog as an example in this document. You can choose "no" foldername, or something else 
if you prefer, such as /zencart, or /store etc)

NOTE: As you upload your files, make sure that your FTP program and your webserver allow "long 
filenames". Some old FTP software may shorten names longer than 11 letters, and that would cause a 
problem with uploading Zen Cart files.

What folder do I upload into? 
Each web host has his/her own preference in naming folders for use in running a website.
You can have many files that don't even get shown to the public. The ones that are available for 
access via a browser are usually in a folder called something like:

/home/YOURNAME/public_html
or
/var/www/YOURNAME/httpdocs
or
/usr/accounts/a/b/YOURNAME/httpd
etc, etc, etc
Basically, in your FTP area look for a "www" or "public_html" or "htdocs" or "httpdocs" or "wwwroot" 
folder. These are the common folder names for what is referred to as the "webroot", which is where all 
website content is served from.

Your Zen Cart files (or any files to run your website, for that matter) need to be under that folder. 
If they're not, then you're going to get "not found" errors ... because the content is not found!

If it's unclear where the publicly-accessible files are to be uploaded, ask your hosting company for 
assistance in determining what your "webroot" folder should be.

REMEMBER ... this guide uses the "/catalog" folder AS AN EXAMPLE.   You don't "have to" use 
"/catalog".  You could use something else, or nothing at all if you prefer to install in the "root" 
(which is the "base" of your website).

Creating the configure.php files
Two files need to be created on the server. These are the configure.php files that identify the 
settings of your particular server and the location of the files that you just loaded. After they have 
been created, you will then need to change the permissions on these files.

NOTE: Changing permissions can be done via your FTP program with the chmod feature. Usually clicking 
right on a directory or filename will open a menu with this option (perhaps under "Properties")

On the server locate the file: /catalog/includes/dist-configure.php
Rename this file to configure.php and change the permissions to 777 (read-write-execute for all)

Next, on the server locate the file: /catalog/admin/includes/dist-configure.php
Rename this file to configure.php and change the permissions to 777 (read-write-execute for all)

NOTE FOR IIS USERS: If you are using IIS for Windows hosting, the "chmod 777" idea for permissions 
settings is likely foreign to you. In IIS, under Windows, you need to right-click on the file (or 
folders in the next section below), and choose Properties. Then under the Security tab, ensure that 
the"Internet Guest Account", identified usually as: MACHINE_NAME\IUSR_MACHINE_NAME ... has at least 
"read" and "write" privileges... likely best to give "modify" as well. This should be done on each 
file/folder indicated. (If the IUSR_MACHINE_NAME account isn't listed, click "Add" and add that 
account from the list, and then set the required permissions.) (Note: _MACHINE_NAME above refers to 
the "machine name" or "computer name" configured by the server administrator to "name" the server.)

Set Permissions on folders
When you upload files to your server, the server will automatically set certain default permissions on 
those files and folders. Typically folders are set to 755 and files are set to 644. Most servers use 
these values. Yours may or may not.

Some folders and files need special "writable" permissions for use in Zen Cart. "Writable" typically 
requires 777 permission. (Your hosting company may only allow 755 as writable, and using 777 may cause 
blank screens when accessing your site. In that case, use 755. Ask your hosting company for direction.)

As such, you need to change the permissions on the following directories to 777 (read/write/execute). 
If your program allows you to set these permissions "recursively", choose that option.

/catalog/cache
/catalog/images
/catalog/includes/languages/english/html_includes
/catalog/media
/catalog/pub
/catalog/admin/backups
/catalog/admin/images/graphs
Note: open the catalog/images directory and change all of the subdirectories and their subdirectories 
to 777 as well. For example (this is a partial list):

/catalog/images/attributes
/catalog/images/banners
/catalog/images/categories
/catalog/images/large
/catalog/images/large/dvd
/catalog/images/manufacturers
/catalog/images/medium
/catalog/images/upload
NOTE: If you miss any of the images directories and subdirectories inside /images and try to use them 
later, you will get an error message that you cannot write to these directories.

As for other files, they can be CHMOD 644, or 444, depending on your webserver configuration.  Folders 
don't usually get set below 755.

Before Running the Installer
The installer is fairly intelligent and should be able to automatically supply answers to the 
questions listed below.

You will, however, need to confirm that the auto-detected answers are, in fact, correct as on some 
servers they may differ.

You will need the following information for the installation:

The physical path to your new Zen Cart® directory
Example: /home/myusername/public_html/catalog

The Virtual HTTP Path (the URL to your domain and directory for your shop)
Example: http://www.mydomain.com/catalog

The Virtual HTTPS Server (the secure URL to your domain)
Example: https://www.mydomain.com Note: if you have a shared certificate on a virtual server this may 
look like:
https://mydomain.secureservername.net/

or - https://secure.sharedservername.net/~username
The Virtual HTTPS Path (the secure URL to your domain and directory for your shop)
Example: https://www.mydomain.com/catalog
or - https://secure.sharedservername.net/~username/catalog
Starting the Installer
In your browser, enter the URL to your new shop, and the Installer should automatically start.
Example: http://www.mydomain.com/catalog

or - to start the installer directly, use: http://www.mydomain.com/catalog/zc_install
If you now see a list of filenames and directories, you should speak to your Hosting Site about how to 
setup your server to auto-detect PHP filename extensions.

Welcome 
You will be presented with a "Welcome to Zen Cart®" page, explaining the features of Zen Cart®.

License 
Clicking on Continue takes you to the license screen where you are asked to read and confirm 
acceptance of the GPL licensing agreement.

System Inspection 
Next, it will examine your server for compliance with technical requirements for running Zen Cart®, 
presenting you with several items you may need or want to address with your host. Anything marked in 
red or with an "X" must be addressed before the installer can continue. Things marked with an orange 
or yellow "caution" symbol are simply warnings that may or may not apply to your setup now. The image 
folders and others as described earlier in this document are also noted. If you make changes to your 
server, you can click Re-Check or press F5 in your browser to refresh the display and reflect the 
changes you've made before proceeding.

If a previous version of Zen Cart® is found on your server, the installer will attempt to determine 
the database patch level and display that on the screen as well. In this case, an "upgrade" button 
will display at the bottom of the screen offering you the ability to upgrade if needed. See the 
upgrade instructions.

Once you are satisfied that the "pre-flight-check" inspection is OK for your needs (ideally, all green 
check-marks), you may click the "Install" button at the bottom of the screen.

System Setup 
On the System Setup page you will need to complete the information we described in "Before Running the 
Installer" earlier in this document.

Indicate if you want to Enable SSL (the secure pages where required, in Login, Checkout, and 
optionally Admin areas) on your server. If you do not have an SSL certificate yet, do not enable this 
feature now.It can be changed at a later date. (See the related FAQ here for detailed instructions).

Note: If you receive any of the following error messages, go through the above steps to make sure you 
have not left anything out. All error messages have context-sensitive help via a popup window if you 
click on the more info... links supplied:

** Warning: Problems Found **  
*   /includes/configure.php does not exist.  more info... 
*   /admin/includes/configure.php does not exist.  more info...  
Database Setup 
On the next screen, you are asked for Database Information about your MySQL database, username and 
password. These can be obtained from your cPanel or equivalent control screen provided by your host. 
If you do not have a clean MySQL database setup with a username and password, you will need to create 
one.

Contact your Hosting site if you need assistance in creating a MySQL database table and/or username 
and password. Note that you need to have your database and userID created before the Zen Cart® 
installer can continue past this screen.

Other information on this screen:

At this time, MySQL is the primary operational database type.
Future releases may support other database types.

We recommend that you store your Database Sessions in your database for security purposes.
Store Setup 
Now, complete the Store Information about your Shop.

Note: except for "demo data", all of the information here can be (re)configured later in the Admin 
area of your shop.

Demo Data 
If you would like to install the demo data, select yes.

We recommend that you install the demo data to familiarize yourself with many of the examples created 
that explain and demonstrate the vast number of features available in Zen Cart®.

You may also decide later to set up a test site with the demo data AND a separate working site for 
your live data so that you have the ability to refer back to the demo data for help and to see 
examples of a feature.  This is an excellent way to learn how things work, and then try your hand at 
setting up your own site and testing to be sure you've done things right. Later on it can be used to 
help you test an upgrade or test new features you're working on before affecting your live site.

After you click Save Store Settings, there will be some hesitation as the database tables are created 
and the demo data is optionally loaded. You will see some progress indicators as the database is loaded.

Admin Setup 
Now, complete the Admin Information to set your Login name, Admin email address and password.

NOTE: both the login name and password are case sensitive.

Save the Admin settings and your installation is now complete!

Providing there were no errors during installation, you should be able to now enter the Admin or the 
Catalog.

After Installation
a) RENAME YOUR ADMIN FOLDER.  Instructions here.

b) When you enter the Catalog, you will receive security warnings about the configure.php files and 
the /zc_install directory.

configure.php files
You will now want to change the permissions on the configure.php files with chmod 644 (or 444 
depending on your server...and sometimes setting 444 cannot be done via FTP, in which case use your 
host's control panel or file manager to set the permissions level.)

These are located here (remember, "catalog" is what we used as an example here -- your site may or may 
not include "catalog" as a folder name):

/catalog/includes/configure.php
/catalog/admin/includes/configure.php
It would also be a good idea to download a copy of these files to your computer from the server as 
they have been setup and configured to your server specifications based on the Installation process.

If you have any errors or problems, most of these can be corrected by minor adjustments to these two 
files.

c) Remove the zc_install directory
Next, you will want to delete the /catalog/zc_install directory

(If you are only testing and plan to install again, you could rename the folder to something like: 
/catalog/zc_install_complete until you take your site live.  NOTE: use a different name than 
zc_install_complete as some hacker may try using it, having read this help file.  Do NOT leave a 
zc_install folder on the server of a live site....for security reasons.)

Next Steps
For information on "First Steps To Set Up Your Online Shop", see the Wiki entry discussing a Basic 
Checklist.

You should also familiarize yourself with the Zen Cart® Developers Toolkit, located in your store's 
Admin area, under "Tools". This will help you locate almost anything you want to customize in your shop!

Once you're set up and ready to start announcing your URL to the public, you should FIRST review Site 
Security Recommendations to be sure your site is safe and not vulnerable to hackers. The most 
up-to-date version of this file can be found on the Zen Cart® Wiki under Important Security 
Recommendations.