NewHaven Software Wiki - User contributions [en]

CMS System Requirements

2010-12-07T20:42:55Z

Jason morrison: /* 64-bit vs 32-bit */

CMS 7.0 system requirements are fairly meager considering the capabilities of today's machines. As such, most anything you buy or even already own today will be more than adequate. You do, however, want to make sure you're meeting the following system requirements.

=64-bit vs 32-bit=
This issue/decision affects both your hardware and software. Many Windows operating systems are available in either a 32-bit or 64-bit version. Either will work with CMS. The 64-bit version, however, does not offer any benefits to CMS over its 32-bit counterpart. If you're looking at running Windows XP Pro, Vista or 2003 Server we'd recommend sticking with the 32-bit editions. If you're considering Windows 7 or 2008 Server you may opt for either the 32 or 64-bit editions. Be aware that Windows Server 2008 R2 is only available in 64-bit.

=Hardware=
==Servers==
This section applies to machines that are operating as pure servers or for stand-alone installations which are acting as both a server and workstation.

'''Minimum Requirements'''
* Pentium 4 - 1.8 GHz or faster CPU
* 1 Gigabyte RAM (CMS will work with less but not recommended)
* 20 GB Hard Drive with 2 GB available
* CD-ROM or CD-R/RW Drive
* SVGA Monitor

'''Database Server Additional Recommendations'''
#The best things you can do to improve the performance of your CMS server is maximize your RAM and purchase fast hard drives. The speed and number of processors has less to do with CMS performance than does I/O (disk read/write) and being able to cache most or all of the database into RAM. Ideally you would have twice as much RAM as your database size. So a 2Gig db file would warrant 4Gig of RAM on the server for optimal performance. This should be your first goal when purchasing a new server or optimizing and existing server.
#The CMS database server can make use of dual processors but, as a rule, processing speed does not play a huge role in performance. Consider this nice to have but not a necessity and lower in priority than the RAM and fast drive recommendations above.
#Fast network cards - Especially useful if you run a lot of reports from your workstations.
#[http://en.wikipedia.org/wiki/RAID RAID] 6 or other drive array. Priority of redundancy over striping if going with a different RAID configuration. Your server is at the heart of your company's operation and you need to make sure you can keep it going. Redundancy will help you sleep at night.
#Backups - While not a performance issue, this is an important consideration for a new server. You'll want to have an automated system in place to move the nightly CMS backup (must be turned on and configured) to other storage locations. Ideally you'd have a rolling backup routine that allows you to store backups for each night without overwriting the previous backups and then move the last backup of the week off-site (DVD, tape or online backup location). This way even if your place of business was in a natural disaster or your server was stolen, you would reasonably be able to recover. We unfortunately had a customer of ours go out of business because they were unable to recover when their server was lost in a fire. Protect yourself from the same fate.

'''Configuration'''

When running directly on a Windows server (2003 and up), CMS will not be able to make web service calls until certain configuration changes are made. This can impact some CMS integrations so the following setting should be made on your server:

* Go into Control Panel->System->Advanced->Performance->Settings
* Choose the Data Execution Prevention tab.

The default setting is Turn on DEP for all programs and services except those I select, and there is no reason to change it for CMS. However, you need to add CMS to the exception list, which will then allow CMS to communicate with web services.

==CMS workstations==
Workstations are those machines that are running CMS from a server on your network. If you are running CMS on only one machine or that machine is your server, please see the Server requirements above.

'''Minimum Requirements'''
* Pentium III 500 MHz or faster
* 1 GB RAM
* CD-ROM Drive
* 20GB Hard Drive with 2GB available
* SVGA Monitor
* 10Mbps Network Card(s) or faster

'''CMS Workstation Recommendations'''

Very little processing, disk space or hardware is required to run CMS on a workstation. Most everything takes place on the server so your workstation requirements are reasonably small. Our only recommendation beyond the minimums is to maximize your RAM and consider faster network cards.

==[http://en.wikipedia.org/wiki/Peripheral Peripherals]==
CMS will work with most any peripheral (e.g. printers) as long as the manufacture still supports it and offers drivers for your operating system. If the manufacture does not support your device and offer drivers for your operating system, NewHaven Software cannot assist you with it. It may work with CMS but, if not, you must upgrade your device to a currently supported model.

While this may seem like we're just washing our hands of supporting older hardware, there is really more to it. CMS, like most other Windows applications, relies on Windows to operate as an intermediary with its peripherals. In other words, CMS communicates to Windows and then Windows communicates with the peripheral. If Windows does not have a current driver, that communication may fail or operate in unexpected ways. In other words, any problems with the peripheral are outside of our software and control.

===[[POS Module]]===
The only place where CMS has more specific hardware requirements are the peripherals used with its POS Module. The Point of Sale Module only supports specific models of printers, cash drawers, credit card swipes and UPC bar code scanners.

*Printers - Star TSP143II or Samsung SRP-350
*Bar code scanners - CMS requires USB serial emulation mode. If you are not purchasing these models through NewHaven Software, be sure that you are supplied with a proper cable to allow USB serial emulation.
**Honeywell (HandHeld) 3800G
**Metrologic Fusion MS3780
*Cash Drawer - APG 320 MultiPro or MMC 225151644204
*Credit card swipe/reader - Magtek model 21040102

Other hardware may work with CMS but these are the only models we have tested and can support or offer configuration instructions for. The credit card reader, however, is unlikely to work unless you have the specific model we have recommended.

NHS recommends POS World for your POS hardware. Sharp people, great service, prices and support. Contact Rich King there and identify yourself as a CMS user and he will make sure you get the right equipment. rking@posworld.com , 1.888.801.7282 x678 , www.posworld.com

===Shipping Manifest===
*Barcode scanners - CMS supports the serial scanners listed above under POS Module and also can work with any keyboard wedge style scanner albeit with reduced capability. Read this article on [[Barcode Scanners]] for more information.
*Scales - CMS will work with most any scale that connects via a serial connection and can emulate a Mettler Toledo (models 8213 or PS60) or the UPS Fairbanks scale. USB connections for scales are not currently supported.
Other scanners or scales may work with CMS but these are the ones we support and can assist you with configuration.

=Operating Systems=
The following are operating systems currently supported by Microsoft and NewHaven Software for use with CMS.
==Servers==
*Windows Server 2003 SP2
**Server 2003 Editions supported - Standard, Small Business Server, Enterprise
*Windows Server 2008
**Server 2008 Editions supported - Standard, Small Business Server, Enterprise

==Workstations==
*Windows XP Pro (must be SP3)
*Vista Business Edition SP2
*Vista Ultimate SP2
*7 Professional
*7 Ultimate

NOTE: Microsoft will end support for Windows 2000 Professional on July 13, 2010. Windows 2000 is also not compatible with CMS version 7.0. For more information please refer to the article [[Windows 2000 and CMS]]

=Virtual Machines=
Currently we do not support running CMS on a virtual server but expect to announce our support for it some time in 2011. We are currently running several virtual machines here at NewHaven Software for our many test environments. We will also soon be running our production environment on a virtual server.

Early indications are that CMS and the database server will run with no particular technical issues although performance is not as good as running on a dedicated non-virtual server. Reinforcing what has been said above, lots or RAM and fast drives (read/write) are the biggest factors that impact CMS performance. We suspect that any recommendations we make for running CMS on a virtual server will revolve around ensuring that proper resources are dedicated to CMS.

If you think virtualization is in your future, please contact us for assistance in setting up a test environment. Keep us in the loop regarding your successes and failures so we can build a knowledge base here to share with other users.

=Frequently Asked Questions=
==Do I really need a new machine?==
Probably not. The operating system is far more important than your hardware. If your operating system is no longer supported, you may be able to update it or reinstall a current operating system on your current machine. Please consult Microsoft for their minimum requirements for the operating system your selecting. Generally if it meets Microsoft's requirements for their operating system, it will be good enough for CMS as well. From there, you need to decide if good enough is really good enough and that will be clear in the performance of Windows, CMS or other applications.

==My operating system is currently supported, do I need a new machine?==
Hardware is rarely an issue with CMS and you could be running old machines and still experience reasonable performance. If you're satisfied with the speed of CMS, you're able to run a supported operating system without errors, and you have adequate disk space, you may choose to continue to run on your existing machine(s).

If you were to do only one thing, it should be to max the amount of RAM your machine will take. RAM is cheap, too cheap to not have plenty of.

Secondarily, a CMS server needs a lot of disk space not just for its database but it may require additional free gigabytes of space for temp files that is creates and destroys through normal usage. You should never have less than 2Gig of free space on your server. If that is a problem, and you're not going to upgrade your server, at least move onto new hard drives. Here too, drive space is cheap these days.

There may be other compelling reasons to upgrade your machines, be it for speed, other applications or compatibility with other new technologies. New machines that are capable of running 64-bit operating systems, for example, are capable of handling more than 4 Gigabytes of RAM. While this would rarely be a CMS consideration for a workstation, if you have a database (.db file) that is larger than 2 Gig, you should seriously consider a server with more than 4G of RAM.

As a rule, the performance you need from CMS is merely a factor of hardware. As your company grows, CMS can scale perfectly well with you but may require improved hardware to keep up with the increased server load. Evaluating CPU/memory usage and free disk space during the heat of the day will give you an indication of how well your server is handling the load and if more resources are needed.

==Why can't I continue to use an older operating system?==
Even if has worked fine with CMS for years, if Microsoft no longer supports it, you really don't want to be using it. Once they stop offering security patches, as they just have stopped doing for Windows 2000, you become vulnerable to new threats (viruses, hacks, etc.) and you may find that CMS will no longer work. Such is the case with Windows 2000 as it does not contain the components need for CMS version 7.0 to run properly. [http://wiki.newhavensoftware.com/index.php/Windows_2000_and_CMS This link] provides more information on this subject.

PCI requirements also dictate that your systems must be kept up to date with current security patches.

==What is "database caching"?==
One of the great features of your CMS database is that it requires little to no maintenance. There is no re-indexing, server administration, etc. It largely just takes care of itself.

One thing you can do, however, to 'tweak' your database performance is to use a setting for database caching. This option requires a lot of RAM, ideally more than double what your database size is. With this option, we can force Windows to allocate enough RAM to your database that allows the entire database to be loaded into memory and thus can have significant affects on your server performance.

If you're interested in this option and have enough RAM, please contact NewHaven Technical Support for information on how to enable this option.

==What about my network?==
Our recommendations here are pretty generic. If you're still on the old 10mbps cards you should consider upgrading. 1Gbps is pretty standard these days. CMS doesn't need a lot of bandwidth but could benefit from 100mbps over 10mbps...depending on what other network traffic you might expect. If you have hubs or old switches, that would be a good place to look at upgrading.

==Will CMS work with wireless?==
Yes, although CMS must maintain a constant connection with its database and even momentary interruptions in that connection can be enough to cause errors. As such, we do not recommend running CMS over a wireless network connection.

==Can I run CMS remotely?==
Yes, but it must be done using RDP (remote desktop), terminal services or remote access software like Logmein. CMS must be running on the same network/domain as its database server. You'll need to remote into Windows first and then run CMS from that machine. You cannot have CMS installed locally and connect to a remote network/server.

==Can NewHaven Software assist with purchasing or configuring my hardware/network?==
We can make recommendations, like we have in this article, but the actual purchase, configuration and maintenance of your hardware and network must be performed by someone at your location. This would either be done by someone on staff that is capable or a local contractor that can provide these services and expertise to you. We're happy to consult with your staff or contractors on any CMS related configurations.

Test Page

2010-08-25T18:07:15Z

Jason morrison:

[[Category:Published]]

This is information related to test.

Test Page

2010-08-25T18:05:53Z

Jason morrison:

[[Category:Public]]

This is information related to test.

Test article

2010-05-21T00:01:16Z

Jason morrison: Created page with 'test'

test

Test page 2

2010-05-20T23:58:35Z

Jason morrison:

[[Category:public]]
This is more information related to nothing
Testing

Setup eCMS store in CMS

2009-11-13T18:06:09Z

Jason morrison:

If you have the eCMS module then setting up CMS to talk to your store is a snap.

*Click on the '''Setup''' icon in CMS and go the the '''eCMS''' tab.
*Click on '''Create Store''' to setup a new store, '''or:'''
**Click on '''Existing Store''' button if you have an existing store. From here you can enter your existing username and password.
*Click on the '''Store Selection''' button to assign a store to the current CMS database.
**If you have multiple stores you can select which one you want to use.

[[Image:CMS_Setup.jpg]]

After your store is setup you can now upload products, download orders, and update shipping statuses online.

[[Category:Published]]

Main Page

2009-09-22T20:41:23Z

Jason morrison:

Welcome to The NewHaven Software Self-Help Wiki

Thank you for visiting our new wiki! As with any wiki this is a work in progress and we are looking for suggestions for any articles or features you would like to see. If you have any questions or have a suggestion for further documentation please email:

General Support [mailto:support@newhavensoftware.com support@newhavensoftware.com]

eCMS Support [mailto:support@newhavensoftware.com ecms@newhavensoftware.com]

== [[CMS Help]] ==
The [[CMS Help]] section will provide answers to commonly asked questions regarding [http://www.newhavensoftware.com/ NewHaven's] CMS (Commerce Management Software).

== [[eCMS Help]] ==
The [[eCMS Help]] section will provide answers to commonly asked questions regarding [http://www.newhavensoftware.com/ NewHaven's] eCMS web based software solution.

Main Page

2009-09-22T20:34:34Z

Jason morrison:

Welcome to The NewHaven Software Self-Help Wiki

Thank you for visiting our new wiki! As with any wiki this is a work in progress and we are looking for suggestions for any articles or features you would like to see. If you have any questions or have a suggestion for further documentation please email:

General Support [mailto:support@newhavensoftware.com support@newhavensoftware.com]

eCMS Support [mailto:support@newhavensoftware.com ecms@newhavensoftware.com]

== [[CMS Help]] ==
The [[CMS Help]] section will provide answers to commonly asked questions regarding [http://www.newhavensoftware.com/ NewHaven's] CMS (Commerce Management Software).

== [[eCMS Help]] ==
The [[eCMS Help]] section will provide answers to commonly asked questions regarding [http://www.newhavensoftware.com/ NewHaven's] eCMS web based software solution.

FTP Upload

2009-05-27T04:10:45Z

Jason morrison:

[[Category:Published]]

Here are the instructions for making a backup copy of your CMS database files and and how to upload these files to our FTP server using a secure TLS/SSL connection.

'''NOTE:''' This is accomplished on the CMS Server computer.

# MAKE A BACKUP IMAGE OF CMS DATABASE FILES
## Select the Admin menu.
## Select Database Maintenance. (Note the settings on the Daily Backup tab so you can restore them, if necessary.)
## Select 'Perform the daily backup'
## Select and delete any text in the 'Folder in which to create a backup...' field.
## Click the Browse button, select Desktop in the window that opens, and click OK.
## Click the 'Immediately create a Backup Image...' button. This will create a copy of your database and log files onto the Windows desktop.
## Click the Close button.
## Quit CMS if it is still open.
# COMPRESS YOUR CMS BACKUP IMAGE FILES
## On the Windows Desktop, there should be two files with the same name as your CMS database (SoloData for Solo users). Depending on how you have Windows configured, you may or may not see the .db and .log file extensions.
## Compress these two files together
### In windows select both files using your mouse and then right click and select 'Send To -> Compressed (zipped) Folder"
## Rename the compressed file with your company name if it's not already.

For the protection of your data we required all FTP transfers to be sent over a TLS/SSL connection.

In order to setup FTP over SSL you need an FTP client that supports this. IE does not support FTPS. For the time being we recommend Filezilla, it’s an open source ftp client: http://filezilla-project.org/ Please follow their directions for installing. Once installed continue with the instructions below:

* open '''Filezilla'''
* goto '''File->Site Manager'''
* Click on '''New Site'''
* Type '''NHS FTP''' or similar
* On the right side enter the following:
** Host: '''ftp.newhavensoftware.net'''
** Port: '''990'''
** Servertype: '''FTPS - FTP over implicit TLS/SSL'''
** Logontype: '''Normal'''
** User: '''uploads'''
** password: '''(Contact Support)'''
* Click '''Connect'''
* a window will pop up once connected called '''Unknown certificate''' this window shows you details of the SSL certificate. The host should read '''ftp.newhavensoftware.net:990'''
* Check the box '''Always trust certificate in future sessions'''
* Click '''OK'''

This will save your settings, and you can open that site anytime to connect again by going back to the site manager. Please be aware the uploads password changes from time to time. If you need to regularly update information on our FTP server please send an email to support@newhavensoftware.com requesting a permanent FTP account. If all settings are accurate, you will be connected to the server over TLS/SSL, securing all data being sent and retrieved from our FTP server.

# Locate your file on your desktop in the left window pane.
# Right click on the compressed file and select '''Upload'''
# This will start the upload process and you will see the progress near the bottom of the screen.
# Please email us at support@newhavensoftware.com when the file has been successfully uploaded so that we can move it off of the FTP Server for added security.

CMS Help

2009-05-27T04:09:43Z

Jason morrison: /* Commonly Asked Questions */

== Commonly Asked Questions ==
[[CMS Match Address | How does CMS match addresses on import?]]

[[CMS Customer Filter for customers with a specific item on Back Order]]

[[CMS Handling the Honorifics for the customers]]

[[FTP Upload|Upload your CMS Database for support through secure FTP]]

ECMS Control Panel

2009-05-27T00:36:44Z

Jason morrison: /* Custom Product Forms */

[[Image:Dashboard_mini.jpg‎|thumb|Sidebar of the eCMS Dashboard. Clicking on the plus sign next to each heading will expand the options.]]
==Settings==
===Overview===
The Dashboard where you can see New Feature Release, Site Maintenance, and Quick Stats

===Options===
Options are where the majority of the site specific functions are set. These range from shipping and tax options, to site display options.

===Shipping Tables===
Here you can setup and maintain site shipping tables.

===Shipping Groups===
Shipping Groups are used to further limit shipping options to specific groups of customers that meet the defined criteria, such as State, Country, or product purchase type.

===Google Sitemap===
Create and edit a Site Map for submission to Google's Site Map program.

===Google Base===

Creates an XML file that is manually uploaded to Google Base.

===ChannelAdvisor===
*Settings (all the settings can be left blank if you do not want to use them)
**Manufacturer:
*** If you use this field you can set it to the field that contains the manufacturer, some people like vitamin companies, would have a manufacturer set.
**Manufacturer Number:
*** Set to the field that contains this info, usually set to sku.
**Brand:
*** Some people have their brands set as their categories, in this case you'd select the category, otherwise whatever field contains this information.
**Use special pricing?
*** Yes or No - If a product is on special and 'No' is selected above, the retail price will be included in the ChannelAdvisor Data Feed.
*Select Products
**Include all active products
***Include all active products - meaning all products that are not set as inactive.
**Include selected products only
***Include only the products you select below in the datafeed.

Once the feed is set, it will update once a day and can be accessed using the URL that will appear on the bottom of the page once you click the Submit button under the "Pick Up Data Feeds" section.

===Delete Store===
This will delete your store. You will probably want to avoid clicking this option.

===New Features===
New Features to eCMS will be listed here, including features, templates, and services.

==Design==
===Template Tags===
Template tags offer you an easy way to change the content of your pages, as well as the content of your communications to your customers. [[Image:Template_tags.jpg|thumb|Image of Template Tags. Clicking on any of the links will show you the available template tags.]]

===Template Library===
This is where all of the templates for your site are. Templates use [http://www.smarty.net/ Smarty] and [http://www.w3schools.com/HTML/ HTML] to control all of the visual elements of your site.

===Image Library===
This is where all of the images for your site are uploaded and stored. Site images will be available at http://yoursite.com/images/. The options are:

Mass Image Upload | Single Image Upload | Assign Product Images | Publish All Images | Mass Publish Images | Backup Images 

*'''Mass Image Upload''' -- Use this option to upload a .zip file of images used for the site or products. There are two options as follows:
**'''Upload Product Images''' -- Use this option to upload a .zip file containing product images (thumbnails, large, and pop-up).
**'''Upload Site Images''' -- Use this option to upload site images for things like headers, backgrounds, etc. Site images will be available at http://yoursite.com/images/
*'''Single Image Upload''' -- Use this option to upload single site image. (Not used for product images.)
*'''Assign Product Images''' -- Use this option to assign products to images you have uploaded using the Mass Image Upload >> Upload Product Images.
*'''Publish All Images''' -- Use this option to publish '''all''' images to your live site. ''Images that are upload are only available in staging until you have publishes them.''
*'''Mass Publish Images''' -- Use this option to selectively publish multiple images to your live site at once. ''Images that are upload are only available in staging until you have publishes them.''
*'''Backup Images''' -- Use this option to create a .zip file of all of your images for download to your local computer.

You can also assign product images for one product at a time by going to Inventory >> All Products >> (click on the product name) >> Product Display >> Images.
===File Library===
You can upload files for use/download on your site here. Some examples are .js files for additional JavaScript functionality, PDF files for download, Flash Videos for streaming movies, etc.

The options are as follows:

Upload File | Publish All Files | Mass Publish Files | Backup Files 

*'''Upload File''' -- Use this option to upload a file to your site.
*'''Publish All Files''' -- Use this option to publish files to your live site. Published files will be available at http://yoursite.com/downloads/
*'''Mass Publish Files''' -- Use this option to selectively publish multiple files at once to your site. Published files will be available at http://yoursite.com/downloads/
*'''Backup Files''' -- Use this option to create .zip backup of all the files on your site.

===Generic Forms===
Generic forms are used to collect specific information from a customer when one of the standard forms, such as the catalog request or contact form, cannot be used. Add, remove, and edit your generic forms here.

==Inventory==
===Edit Categories===
Here you can manage your categories. To edit a category just click on the category name. The two options are:

Add Category | Delete Category

*'''Add Category''' -- Use this option to add new categories to your site.
*'''Delete Category''' -- Use this option to delete categories from your site.

If you click Expand All you can view all of your sub-categories. Collapse All will close all of the sub-categories and only display your parent categories.

You can adjust the order the categories display on your site by changing the numeric values in the Adjust Order column. For example, in the image notice the one in the last row instead of a six. If you click submit this category will now display first.[[Image:Cat_adjust_order.jpg]]

===All Products===
Add, remove, and edit your Products here. You can edit an existing product by clicking on it's name. The options are as follows:

Add Product | Copy Product | Delete Product | Product Search | Product ID Finder

*'''Add Product''' -- Use this option to add additional products to your site. '''Note:''' Products added manually will not be present in CMS. You should usually add products in CMS and then upload them to the web.
*'''Copy Product''' -- Use this option to copy a product. '''Note:''' Images and electronic download information will not be copied.
*'''Delete Product''' -- Use this option to delete a product. '''Note:''' This will not delete a product from CMS.
*'''Product Search''' -- Use this option to search for a product by SKU, name, or type.
*'''Product ID Finder''' -- Use this option to display a list of products by Name, SKU, and Product ID.

===Products By Cat.===
In the product by category listing you are able to view, edit and remove products and sub-products from your store. Not only can you view your products, but you can manage the order in which your products and sub-products are displayed within their category the same way you can adjust the order of [[ECMS_Control_Panel#Edit_Categories|categories]].

Add Product | Copy Product | Delete Product | Product Search

*'''Add Product''' -- Use this option to add additional products to your site. '''Note:''' Products added manually will not be present in CMS. You should usually add products in CMS and then upload them to the web.
*'''Copy Product''' -- Use this option to copy a product. '''Note:''' Images and electronic download information will not be copied.
*'''Delete Product''' -- Use this option to delete a product. '''Note:''' This will not delete a product from CMS.
*'''Product Search''' -- Use this option to search for a product by SKU, name, or type.

===Product Search===
Search with product name or sku or select the type of product you would like to view.

===Refined Search===
===Custom Product Forms===
Custom product forms allow you to associate additional information with your products as well as adjusting the price. When this product is picked up by CMS the information in this form will be in the notes field.

'''NOTE''':
* Changes to Custom Product Forms are live. There is no staging for these forms. It's best to design the form completely before associating with a product.
* You need to have the following smarty code where you'd like the form to show up. Generally in the product.tpl or the default_product.tpl files: <source lang="smarty">{include file="custom_form.tpl"}</source>

==== Add a form ====
* Click '''Add Form'''
* On the next page enter a name for this form in the '''Form Name''' field
* Click '''Add New Form''' - you will be taken to the form page

Here you can add the fields you would like to have on the product page (see below for more details on form fields). Once you finish adding the form fields you'll need to associate products with this form.

==== Product Selection ====
* Click '''Product Selection'''
* On this page select the products that should be associated with this form
* Click '''Submit''' when finished

====Form Fields====
=====Subheading=====
* '''Subheading Text:''' Brief text to describe a section
=====Blank Line=====
* Used as a spacer in the form, adds a blank line
=====Text Field=====
* '''Label:''' A label for this text field
* '''Size of Text Field:''' How large the text field will be
* '''Maximum Length of Text Field:''' The maximum number of characters the text field can hold
* '''Is this a required field?:''' Make the field required
* '''How should this field be validated?:''' Select the proper validation based on the following list.
** '''Letters only:''' Will only validate alphabetic characters, no numbers/symbols/spaces
** '''Numbers only:''' Will only validate numbers, no alphabetic/symbol/space characters
** '''Letters and Numbers only:''' Will validate alphanumeric characters, no spaces
** '''Sentence:''' Validates any alphanumeric text including spaces and symbols. Basically if you want a combined first/last name field, or an Address1 field, those are considered "sentence" fields.
** '''Paragraph:''' Validates any alphanumeric text including spaces, symbols, and multiple lines.
** '''Money:''' Will validate numeric values with a decimal place. No symbols.
** '''Web Address:''' Will validate a URL, http://www.example.com to just example.com
** '''E-mail Address:''' Will validate email addresses
** '''Phone Number:''' Will validate phone numbers
** '''Zip Code:''' Will validate a zip code including zip+4
* '''Default Field Value:''' The fields starting value, keep this blank if no default value is needed.

=====Radio Buttons=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Radio Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the radio options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially selected, enter the same name as the desired Radio Option when the form is loaded this option will start selected.
=====Text Area=====
* '''Label:''' A label for this text field
* '''Number of Columns:''' How wide the box will be by the number of characters to display. I.E. a value of 30 will be a box 30 characters wide.
* '''Number of Rows:''' How tall the box will be in rows. I.E. a value of 4 will allow for 4 lines of text.
* '''Is this a required field?:''' Make the field required
* '''How should this field be validated?:''' Select the proper validation based on the following list.
** '''See Text Field Validation above for a description'''
* '''Default Field Value:''' The fields starting value, keep this blank if no default value is needed.
=====Multiple Checkboxes=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Checkbox Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the checkbox options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially checked, enter the same name as the desired Checkbox Option, one per line, when the form is loaded these options will start checked.
=====Single Checkbox=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Checkbox Option:''' The value of this check box
* '''Price Adjustments:''' Enter a value that will dynamically adjust your product price. Enter the value like '''+1.00''' to add a dollar to the price, or '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' If you want this box checked by default enter the same name you entered in Checkbox Option above, otherwise leave this blank.
=====Drop Down Box=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Drop Down Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the drop down options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially selected, enter the same name as the desired Drop Down Option when the form is loaded this option will start selected.

===Product Discounts===
===Product Reviews===
===Product Import===
The Product Import is used to import new products to your eCMS store, or update existing products. This can be useful to add information fields that are not currently a part of CMS, such as meta data fields.

===Category Import===
The Category import can be used to import new categories into eCMS, or to update information in existing categories (for example, meta title/description information).

A few details:
* URLName is used if you want to be able to link to the category by a named URL instead of /category/<catID> (for example, using /category/dogfood). The field should contain only the name, without any slashes or other directory information ('dogfood', in our example), and must be a unique name in that store. '''Spaces are prohibited!''' (Underscores or hyphens are fine)
* Either Name or ID must be present. If using Name, the full category "tree" must be present in this format: Main~SubCat~SubCat2~...FinalCat.

====Running the Category Import====
# Click Inventory->Category Import.
# Browse to the file you want to import.
# Set the notification email and click Submit.
#* If you get a response other than "thanks for the file, we'll email you when it's done", your file has a formatting error. Double-check your file and try again.

===Refined Search===

===Inventory Control===
===Price Categories===
===Subscription Products===
===Vendors===
===Recipes===
===Gift Certificates===
==Customers==
===Search===
===Groups===
For a detailed example see [[Promo Codes|Examples of using Customer Groups/Promo Codes.]]

===Members===

For a detail example see [[eCMS Members|What is the members section?]]

[[Image:Options_member_options.jpg|thumb|Here you can set various member options.]]
You can set various member options in '''Options >> Member Options'''. These include:

*Would you like to require approval before a customer can become a member? -- If set to '''Yes''' then you will need to approve all members by going to '''Customers >> Members'''. If set to '''No''' then all members will be auto-approved.
*What is the to address to inform you of a new member request? -- What email address would you like to receive new member request at.
*What is the from address for the email that notifies your customers once they are approved? -- The address you would like to have reply to member approvals with. Can be the same email address as the new member requests.

'''Reminder Service: you must edit the email message in reminder_service_email.tpl and enter the subject and from email below.'''
*What is the from address for the member reminder service? -- What email address you would like to use to send out reminders to members.
*What is the subject of the reminder service email? -- Subject for the reminder email.
'''Reminder Service Default Events'''
*Add New Reminder Service Event: -- Select the name and date of your reminder/event.

'''Note:''' You can allow only members to use payment options other than credit cards by going to '''Options >> Payment Options >> Payment Options >> Only allow members to use payment methods other than credit card'''. In order to prevent a customer from abusing this you may want to use this option only if you require members to be approved first.

For a detail example see [[eCMS Members|What is the members section?]]

===Wishlists===
==Orders==
===Pending===
===Search===
===Gift Certificate Emails===
===Catalog Requests===
==Wholesale==
===Orders===
===Approve Wholesalers===
===Search Wholesalers===
===Shipping===
==Marketing==
===Meta Tags===
===Gateway Pages===
===Email Campaigns===

Email campaigns provides a way to create, manage, and organize email 'blasts'. For full documentation read the [http://webapps/wiki/images/2/2f/EmailBlasts.pdf pdf]

==Reporting==
===Affiliates===
Affiliates is a way to track affiliate sales through click-throughs and allow other companies or people to receive a commission for sales they generate. Affiliates are tracked through an 'affiliate code' tacked to the end of a URL. For example, if you have an affiliate named 'getpaid' then the URL would be http://www.your-site.com?a=getpaid. You would instruct your affiliates to append '?a=getpaid' to any link to your site. All hits would then be tracked and you can view reports to see how much, if any you traffic your affiliates generate for you and pay them appropriately.
From your eCMS control panel expand the Reporting section and click on Affiliates. Then click on the "Add Affiliates" link at the top of the page and fill out the appropriate information.

*Affiliate or Program Name: Pick a unique name for this affiliate.
*Affiliate Code (used in url): This will be code on the end of the URL (http://your-site.com?a=code). Use alpha-numeric *characters to make it(a-z 0-9)easy.
*Email of Report Recipient: Who do you want to receive a copy of the report?
*Commission Rate: This is a numeric value expresses as either a flat rate dollar amount per sale, or a percentage of the total sale without tax and shipping.
*Send Monthly Email Report?: Check yes to enable this. An email will then be sent to the email addressed supplied above.
*Web Address: Affiliate's web site.
*Check Payable To: Payee
*Address 1: Address of Payee
*Address 2:
*City:
*State:
*Zip:
*Country:
*Phone:
*Affiliates can have access to their commission and statistics for the last 12 months. All you need to do is give the affiliate a password and send them to http://yourdomain.com/affiliate.
*Affiliate Section Password: If you want the affiliate to be able to login to your site and view their statistics then supply a password for them.
*Retype Affiliate Section Password:

===Benchmark===
===Bot Tracker===
===Cart Abandonment===
===Catalog Requests===
===Comparatives===
===Email Bounce===
===Gateway Pages===
===Gift Certificates===
===Incentive Programs===

===Inventory Control===
===Opt-Out===
===Order Detail===
===Product Aging===
===Referrers===
===Revenue===
===Sales Rank===
===Search Engine Placement===
===Search Terms===
===Square In. Analyzer===
===Tell a Friend===
===Visits===
===Wishlist Products===

==Help==
===Register for Training===
===Message Board===

ECMS Control Panel

2009-05-26T23:56:37Z

Jason morrison: /* Text Field */

[[Image:Dashboard_mini.jpg‎|thumb|Sidebar of the eCMS Dashboard. Clicking on the plus sign next to each heading will expand the options.]]
==Settings==
===Overview===
The Dashboard where you can see New Feature Release, Site Maintenance, and Quick Stats

===Options===
Options are where the majority of the site specific functions are set. These range from shipping and tax options, to site display options.

===Shipping Tables===
Here you can setup and maintain site shipping tables.

===Shipping Groups===
Shipping Groups are used to further limit shipping options to specific groups of customers that meet the defined criteria, such as State, Country, or product purchase type.

===Google Sitemap===
Create and edit a Site Map for submission to Google's Site Map program.

===Google Base===

Creates an XML file that is manually uploaded to Google Base.

===ChannelAdvisor===
*Settings (all the settings can be left blank if you do not want to use them)
**Manufacturer:
*** If you use this field you can set it to the field that contains the manufacturer, some people like vitamin companies, would have a manufacturer set.
**Manufacturer Number:
*** Set to the field that contains this info, usually set to sku.
**Brand:
*** Some people have their brands set as their categories, in this case you'd select the category, otherwise whatever field contains this information.
**Use special pricing?
*** Yes or No - If a product is on special and 'No' is selected above, the retail price will be included in the ChannelAdvisor Data Feed.
*Select Products
**Include all active products
***Include all active products - meaning all products that are not set as inactive.
**Include selected products only
***Include only the products you select below in the datafeed.

Once the feed is set, it will update once a day and can be accessed using the URL that will appear on the bottom of the page once you click the Submit button under the "Pick Up Data Feeds" section.

===Delete Store===
This will delete your store. You will probably want to avoid clicking this option.

===New Features===
New Features to eCMS will be listed here, including features, templates, and services.

==Design==
===Template Tags===
Template tags offer you an easy way to change the content of your pages, as well as the content of your communications to your customers. [[Image:Template_tags.jpg|thumb|Image of Template Tags. Clicking on any of the links will show you the available template tags.]]

===Template Library===
This is where all of the templates for your site are. Templates use [http://www.smarty.net/ Smarty] and [http://www.w3schools.com/HTML/ HTML] to control all of the visual elements of your site.

===Image Library===
This is where all of the images for your site are uploaded and stored. Site images will be available at http://yoursite.com/images/. The options are:

Mass Image Upload | Single Image Upload | Assign Product Images | Publish All Images | Mass Publish Images | Backup Images 

*'''Mass Image Upload''' -- Use this option to upload a .zip file of images used for the site or products. There are two options as follows:
**'''Upload Product Images''' -- Use this option to upload a .zip file containing product images (thumbnails, large, and pop-up).
**'''Upload Site Images''' -- Use this option to upload site images for things like headers, backgrounds, etc. Site images will be available at http://yoursite.com/images/
*'''Single Image Upload''' -- Use this option to upload single site image. (Not used for product images.)
*'''Assign Product Images''' -- Use this option to assign products to images you have uploaded using the Mass Image Upload >> Upload Product Images.
*'''Publish All Images''' -- Use this option to publish '''all''' images to your live site. ''Images that are upload are only available in staging until you have publishes them.''
*'''Mass Publish Images''' -- Use this option to selectively publish multiple images to your live site at once. ''Images that are upload are only available in staging until you have publishes them.''
*'''Backup Images''' -- Use this option to create a .zip file of all of your images for download to your local computer.

You can also assign product images for one product at a time by going to Inventory >> All Products >> (click on the product name) >> Product Display >> Images.
===File Library===
You can upload files for use/download on your site here. Some examples are .js files for additional JavaScript functionality, PDF files for download, Flash Videos for streaming movies, etc.

The options are as follows:

Upload File | Publish All Files | Mass Publish Files | Backup Files 

*'''Upload File''' -- Use this option to upload a file to your site.
*'''Publish All Files''' -- Use this option to publish files to your live site. Published files will be available at http://yoursite.com/downloads/
*'''Mass Publish Files''' -- Use this option to selectively publish multiple files at once to your site. Published files will be available at http://yoursite.com/downloads/
*'''Backup Files''' -- Use this option to create .zip backup of all the files on your site.

===Generic Forms===
Generic forms are used to collect specific information from a customer when one of the standard forms, such as the catalog request or contact form, cannot be used. Add, remove, and edit your generic forms here.

==Inventory==
===Edit Categories===
Here you can manage your categories. To edit a category just click on the category name. The two options are:

Add Category | Delete Category

*'''Add Category''' -- Use this option to add new categories to your site.
*'''Delete Category''' -- Use this option to delete categories from your site.

If you click Expand All you can view all of your sub-categories. Collapse All will close all of the sub-categories and only display your parent categories.

You can adjust the order the categories display on your site by changing the numeric values in the Adjust Order column. For example, in the image notice the one in the last row instead of a six. If you click submit this category will now display first.[[Image:Cat_adjust_order.jpg]]

===All Products===
Add, remove, and edit your Products here. You can edit an existing product by clicking on it's name. The options are as follows:

Add Product | Copy Product | Delete Product | Product Search | Product ID Finder

*'''Add Product''' -- Use this option to add additional products to your site. '''Note:''' Products added manually will not be present in CMS. You should usually add products in CMS and then upload them to the web.
*'''Copy Product''' -- Use this option to copy a product. '''Note:''' Images and electronic download information will not be copied.
*'''Delete Product''' -- Use this option to delete a product. '''Note:''' This will not delete a product from CMS.
*'''Product Search''' -- Use this option to search for a product by SKU, name, or type.
*'''Product ID Finder''' -- Use this option to display a list of products by Name, SKU, and Product ID.

===Products By Cat.===
In the product by category listing you are able to view, edit and remove products and sub-products from your store. Not only can you view your products, but you can manage the order in which your products and sub-products are displayed within their category the same way you can adjust the order of [[ECMS_Control_Panel#Edit_Categories|categories]].

Add Product | Copy Product | Delete Product | Product Search

*'''Add Product''' -- Use this option to add additional products to your site. '''Note:''' Products added manually will not be present in CMS. You should usually add products in CMS and then upload them to the web.
*'''Copy Product''' -- Use this option to copy a product. '''Note:''' Images and electronic download information will not be copied.
*'''Delete Product''' -- Use this option to delete a product. '''Note:''' This will not delete a product from CMS.
*'''Product Search''' -- Use this option to search for a product by SKU, name, or type.

===Product Search===
Search with product name or sku or select the type of product you would like to view.

===Refined Search===
===Custom Product Forms===
Custom product forms allow you to associate additional information with your products as well as adjusting the price. When this product is picked up by CMS the information in this form will be in the notes field.

==== Add a form ====
* Click '''Add Form'''
* On the next page enter a name for this form in the '''Form Name''' field
* Click '''Add New Form''' - you will be taken to the form page

Here you can add the fields you would like to have on the product page (see below for more details on form fields). Once you finish adding the form fields you'll need to associate products with this form.

==== Product Selection ====
* Click '''Product Selection'''
* On this page select the products that should be associated with this form
* Click '''Submit''' when finished

====Form Fields====
=====Subheading=====
* '''Subheading Text:''' Brief text to describe a section
=====Blank Line=====
* Used as a spacer in the form, adds a blank line
=====Text Field=====
* '''Label:''' A label for this text field
* '''Size of Text Field:''' How large the text field will be
* '''Maximum Length of Text Field:''' The maximum number of characters the text field can hold
* '''Is this a required field?:''' Make the field required
* '''How should this field be validated?:''' Select the proper validation based on the following list.
** '''Letters only:''' Will only validate alphabetic characters, no numbers/symbols/spaces
** '''Numbers only:''' Will only validate numbers, no alphabetic/symbol/space characters
** '''Letters and Numbers only:''' Will validate alphanumeric characters, no spaces
** '''Sentence:''' Validates any alphanumeric text including spaces and symbols. Basically if you want a combined first/last name field, or an Address1 field, those are considered "sentence" fields.
** '''Paragraph:''' Validates any alphanumeric text including spaces, symbols, and multiple lines.
** '''Money:''' Will validate numeric values with a decimal place. No symbols.
** '''Web Address:''' Will validate a URL, http://www.example.com to just example.com
** '''E-mail Address:''' Will validate email addresses
** '''Phone Number:''' Will validate phone numbers
** '''Zip Code:''' Will validate a zip code including zip+4
* '''Default Field Value:''' The fields starting value, keep this blank if no default value is needed.

=====Radio Buttons=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Radio Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the radio options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially selected, enter the same name as the desired Radio Option when the form is loaded this option will start selected.
=====Text Area=====
* '''Label:''' A label for this text field
* '''Number of Columns:''' How wide the box will be by the number of characters to display. I.E. a value of 30 will be a box 30 characters wide.
* '''Number of Rows:''' How tall the box will be in rows. I.E. a value of 4 will allow for 4 lines of text.
* '''Is this a required field?:''' Make the field required
* '''How should this field be validated?:''' Select the proper validation based on the following list.
** '''See Text Field Validation above for a description'''
* '''Default Field Value:''' The fields starting value, keep this blank if no default value is needed.
=====Multiple Checkboxes=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Checkbox Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the checkbox options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially checked, enter the same name as the desired Checkbox Option, one per line, when the form is loaded these options will start checked.
=====Single Checkbox=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Checkbox Option:''' The value of this check box
* '''Price Adjustments:''' Enter a value that will dynamically adjust your product price. Enter the value like '''+1.00''' to add a dollar to the price, or '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' If you want this box checked by default enter the same name you entered in Checkbox Option above, otherwise leave this blank.
=====Drop Down Box=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Drop Down Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the drop down options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially selected, enter the same name as the desired Drop Down Option when the form is loaded this option will start selected.

===Product Discounts===
===Product Reviews===
===Product Import===
The Product Import is used to import new products to your eCMS store, or update existing products. This can be useful to add information fields that are not currently a part of CMS, such as meta data fields.

===Category Import===
The Category import can be used to import new categories into eCMS, or to update information in existing categories (for example, meta title/description information).

A few details:
* URLName is used if you want to be able to link to the category by a named URL instead of /category/<catID> (for example, using /category/dogfood). The field should contain only the name, without any slashes or other directory information ('dogfood', in our example), and must be a unique name in that store. '''Spaces are prohibited!''' (Underscores or hyphens are fine)
* Either Name or ID must be present. If using Name, the full category "tree" must be present in this format: Main~SubCat~SubCat2~...FinalCat.

====Running the Category Import====
# Click Inventory->Category Import.
# Browse to the file you want to import.
# Set the notification email and click Submit.
#* If you get a response other than "thanks for the file, we'll email you when it's done", your file has a formatting error. Double-check your file and try again.

===Refined Search===

===Inventory Control===
===Price Categories===
===Subscription Products===
===Vendors===
===Recipes===
===Gift Certificates===
==Customers==
===Search===
===Groups===
For a detailed example see [[Promo Codes|Examples of using Customer Groups/Promo Codes.]]

===Members===

For a detail example see [[eCMS Members|What is the members section?]]

[[Image:Options_member_options.jpg|thumb|Here you can set various member options.]]
You can set various member options in '''Options >> Member Options'''. These include:

*Would you like to require approval before a customer can become a member? -- If set to '''Yes''' then you will need to approve all members by going to '''Customers >> Members'''. If set to '''No''' then all members will be auto-approved.
*What is the to address to inform you of a new member request? -- What email address would you like to receive new member request at.
*What is the from address for the email that notifies your customers once they are approved? -- The address you would like to have reply to member approvals with. Can be the same email address as the new member requests.

'''Reminder Service: you must edit the email message in reminder_service_email.tpl and enter the subject and from email below.'''
*What is the from address for the member reminder service? -- What email address you would like to use to send out reminders to members.
*What is the subject of the reminder service email? -- Subject for the reminder email.
'''Reminder Service Default Events'''
*Add New Reminder Service Event: -- Select the name and date of your reminder/event.

'''Note:''' You can allow only members to use payment options other than credit cards by going to '''Options >> Payment Options >> Payment Options >> Only allow members to use payment methods other than credit card'''. In order to prevent a customer from abusing this you may want to use this option only if you require members to be approved first.

For a detail example see [[eCMS Members|What is the members section?]]

===Wishlists===
==Orders==
===Pending===
===Search===
===Gift Certificate Emails===
===Catalog Requests===
==Wholesale==
===Orders===
===Approve Wholesalers===
===Search Wholesalers===
===Shipping===
==Marketing==
===Meta Tags===
===Gateway Pages===
===Email Campaigns===

Email campaigns provides a way to create, manage, and organize email 'blasts'. For full documentation read the [http://webapps/wiki/images/2/2f/EmailBlasts.pdf pdf]

==Reporting==
===Affiliates===
Affiliates is a way to track affiliate sales through click-throughs and allow other companies or people to receive a commission for sales they generate. Affiliates are tracked through an 'affiliate code' tacked to the end of a URL. For example, if you have an affiliate named 'getpaid' then the URL would be http://www.your-site.com?a=getpaid. You would instruct your affiliates to append '?a=getpaid' to any link to your site. All hits would then be tracked and you can view reports to see how much, if any you traffic your affiliates generate for you and pay them appropriately.
From your eCMS control panel expand the Reporting section and click on Affiliates. Then click on the "Add Affiliates" link at the top of the page and fill out the appropriate information.

*Affiliate or Program Name: Pick a unique name for this affiliate.
*Affiliate Code (used in url): This will be code on the end of the URL (http://your-site.com?a=code). Use alpha-numeric *characters to make it(a-z 0-9)easy.
*Email of Report Recipient: Who do you want to receive a copy of the report?
*Commission Rate: This is a numeric value expresses as either a flat rate dollar amount per sale, or a percentage of the total sale without tax and shipping.
*Send Monthly Email Report?: Check yes to enable this. An email will then be sent to the email addressed supplied above.
*Web Address: Affiliate's web site.
*Check Payable To: Payee
*Address 1: Address of Payee
*Address 2:
*City:
*State:
*Zip:
*Country:
*Phone:
*Affiliates can have access to their commission and statistics for the last 12 months. All you need to do is give the affiliate a password and send them to http://yourdomain.com/affiliate.
*Affiliate Section Password: If you want the affiliate to be able to login to your site and view their statistics then supply a password for them.
*Retype Affiliate Section Password:

===Benchmark===
===Bot Tracker===
===Cart Abandonment===
===Catalog Requests===
===Comparatives===
===Email Bounce===
===Gateway Pages===
===Gift Certificates===
===Incentive Programs===

===Inventory Control===
===Opt-Out===
===Order Detail===
===Product Aging===
===Referrers===
===Revenue===
===Sales Rank===
===Search Engine Placement===
===Search Terms===
===Square In. Analyzer===
===Tell a Friend===
===Visits===
===Wishlist Products===

==Help==
===Register for Training===
===Message Board===

ECMS Control Panel

2009-05-26T23:55:55Z

Jason morrison: /* Custom Product Forms */

[[Image:Dashboard_mini.jpg‎|thumb|Sidebar of the eCMS Dashboard. Clicking on the plus sign next to each heading will expand the options.]]
==Settings==
===Overview===
The Dashboard where you can see New Feature Release, Site Maintenance, and Quick Stats

===Options===
Options are where the majority of the site specific functions are set. These range from shipping and tax options, to site display options.

===Shipping Tables===
Here you can setup and maintain site shipping tables.

===Shipping Groups===
Shipping Groups are used to further limit shipping options to specific groups of customers that meet the defined criteria, such as State, Country, or product purchase type.

===Google Sitemap===
Create and edit a Site Map for submission to Google's Site Map program.

===Google Base===

Creates an XML file that is manually uploaded to Google Base.

===ChannelAdvisor===
*Settings (all the settings can be left blank if you do not want to use them)
**Manufacturer:
*** If you use this field you can set it to the field that contains the manufacturer, some people like vitamin companies, would have a manufacturer set.
**Manufacturer Number:
*** Set to the field that contains this info, usually set to sku.
**Brand:
*** Some people have their brands set as their categories, in this case you'd select the category, otherwise whatever field contains this information.
**Use special pricing?
*** Yes or No - If a product is on special and 'No' is selected above, the retail price will be included in the ChannelAdvisor Data Feed.
*Select Products
**Include all active products
***Include all active products - meaning all products that are not set as inactive.
**Include selected products only
***Include only the products you select below in the datafeed.

Once the feed is set, it will update once a day and can be accessed using the URL that will appear on the bottom of the page once you click the Submit button under the "Pick Up Data Feeds" section.

===Delete Store===
This will delete your store. You will probably want to avoid clicking this option.

===New Features===
New Features to eCMS will be listed here, including features, templates, and services.

==Design==
===Template Tags===
Template tags offer you an easy way to change the content of your pages, as well as the content of your communications to your customers. [[Image:Template_tags.jpg|thumb|Image of Template Tags. Clicking on any of the links will show you the available template tags.]]

===Template Library===
This is where all of the templates for your site are. Templates use [http://www.smarty.net/ Smarty] and [http://www.w3schools.com/HTML/ HTML] to control all of the visual elements of your site.

===Image Library===
This is where all of the images for your site are uploaded and stored. Site images will be available at http://yoursite.com/images/. The options are:

Mass Image Upload | Single Image Upload | Assign Product Images | Publish All Images | Mass Publish Images | Backup Images 

*'''Mass Image Upload''' -- Use this option to upload a .zip file of images used for the site or products. There are two options as follows:
**'''Upload Product Images''' -- Use this option to upload a .zip file containing product images (thumbnails, large, and pop-up).
**'''Upload Site Images''' -- Use this option to upload site images for things like headers, backgrounds, etc. Site images will be available at http://yoursite.com/images/
*'''Single Image Upload''' -- Use this option to upload single site image. (Not used for product images.)
*'''Assign Product Images''' -- Use this option to assign products to images you have uploaded using the Mass Image Upload >> Upload Product Images.
*'''Publish All Images''' -- Use this option to publish '''all''' images to your live site. ''Images that are upload are only available in staging until you have publishes them.''
*'''Mass Publish Images''' -- Use this option to selectively publish multiple images to your live site at once. ''Images that are upload are only available in staging until you have publishes them.''
*'''Backup Images''' -- Use this option to create a .zip file of all of your images for download to your local computer.

You can also assign product images for one product at a time by going to Inventory >> All Products >> (click on the product name) >> Product Display >> Images.
===File Library===
You can upload files for use/download on your site here. Some examples are .js files for additional JavaScript functionality, PDF files for download, Flash Videos for streaming movies, etc.

The options are as follows:

Upload File | Publish All Files | Mass Publish Files | Backup Files 

*'''Upload File''' -- Use this option to upload a file to your site.
*'''Publish All Files''' -- Use this option to publish files to your live site. Published files will be available at http://yoursite.com/downloads/
*'''Mass Publish Files''' -- Use this option to selectively publish multiple files at once to your site. Published files will be available at http://yoursite.com/downloads/
*'''Backup Files''' -- Use this option to create .zip backup of all the files on your site.

===Generic Forms===
Generic forms are used to collect specific information from a customer when one of the standard forms, such as the catalog request or contact form, cannot be used. Add, remove, and edit your generic forms here.

==Inventory==
===Edit Categories===
Here you can manage your categories. To edit a category just click on the category name. The two options are:

Add Category | Delete Category

*'''Add Category''' -- Use this option to add new categories to your site.
*'''Delete Category''' -- Use this option to delete categories from your site.

If you click Expand All you can view all of your sub-categories. Collapse All will close all of the sub-categories and only display your parent categories.

You can adjust the order the categories display on your site by changing the numeric values in the Adjust Order column. For example, in the image notice the one in the last row instead of a six. If you click submit this category will now display first.[[Image:Cat_adjust_order.jpg]]

===All Products===
Add, remove, and edit your Products here. You can edit an existing product by clicking on it's name. The options are as follows:

Add Product | Copy Product | Delete Product | Product Search | Product ID Finder

*'''Add Product''' -- Use this option to add additional products to your site. '''Note:''' Products added manually will not be present in CMS. You should usually add products in CMS and then upload them to the web.
*'''Copy Product''' -- Use this option to copy a product. '''Note:''' Images and electronic download information will not be copied.
*'''Delete Product''' -- Use this option to delete a product. '''Note:''' This will not delete a product from CMS.
*'''Product Search''' -- Use this option to search for a product by SKU, name, or type.
*'''Product ID Finder''' -- Use this option to display a list of products by Name, SKU, and Product ID.

===Products By Cat.===
In the product by category listing you are able to view, edit and remove products and sub-products from your store. Not only can you view your products, but you can manage the order in which your products and sub-products are displayed within their category the same way you can adjust the order of [[ECMS_Control_Panel#Edit_Categories|categories]].

Add Product | Copy Product | Delete Product | Product Search

*'''Add Product''' -- Use this option to add additional products to your site. '''Note:''' Products added manually will not be present in CMS. You should usually add products in CMS and then upload them to the web.
*'''Copy Product''' -- Use this option to copy a product. '''Note:''' Images and electronic download information will not be copied.
*'''Delete Product''' -- Use this option to delete a product. '''Note:''' This will not delete a product from CMS.
*'''Product Search''' -- Use this option to search for a product by SKU, name, or type.

===Product Search===
Search with product name or sku or select the type of product you would like to view.

===Refined Search===
===Custom Product Forms===
Custom product forms allow you to associate additional information with your products as well as adjusting the price. When this product is picked up by CMS the information in this form will be in the notes field.

==== Add a form ====
* Click '''Add Form'''
* On the next page enter a name for this form in the '''Form Name''' field
* Click '''Add New Form''' - you will be taken to the form page

Here you can add the fields you would like to have on the product page (see below for more details on form fields). Once you finish adding the form fields you'll need to associate products with this form.

==== Product Selection ====
* Click '''Product Selection'''
* On this page select the products that should be associated with this form
* Click '''Submit''' when finished

====Form Fields====
=====Subheading=====
* '''Subheading Text:''' Brief text to describe a section
=====Blank Line=====
* Used as a spacer in the form, adds a blank line
=====Text Field=====
* '''Label:''' A label for this text field
* '''Size of Text Field:''' How large the text field will be
* '''Maximum Length of Text Field:''' The maximum number of characters the text field can hold
* '''Is this a required field?:''' Make the field required
* '''How should this field be validated?:''' Select the proper validation based on the following list.
** '''Letters only:''' Will only validate alphabetic characters, no numbers/symbols/spaces
** '''Numbers only:''' Will only validate numbers, no alphabetic/symbol/space characters
** '''Letters and Numbers only:''' Will validate alphanumeric characters, no spaces
** '''Sentence:''' Validates any alphanumeric text including spaces and symbols. Basically if you want a combined first/last name field, or an Address1 field, those are considered "sentence" fields.
** '''Paragraph:''' Validates any alphanumeric text including spaces, symbols, and multiple lines.
** '''Money:''' Will validate numeric values with a decimal place. No symbols.
** '''Web Address:''' Will validate a URL, http://www.site.com to just site.com
** '''E-mail Address:''' Will validate email addresses
** '''Phone Number:''' Will validate phone numbers
** '''Zip Code:''' Will validate a zip code including zip+4
* '''Default Field Value:''' The fields starting value, keep this blank if no default value is needed.
=====Radio Buttons=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Radio Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the radio options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially selected, enter the same name as the desired Radio Option when the form is loaded this option will start selected.
=====Text Area=====
* '''Label:''' A label for this text field
* '''Number of Columns:''' How wide the box will be by the number of characters to display. I.E. a value of 30 will be a box 30 characters wide.
* '''Number of Rows:''' How tall the box will be in rows. I.E. a value of 4 will allow for 4 lines of text.
* '''Is this a required field?:''' Make the field required
* '''How should this field be validated?:''' Select the proper validation based on the following list.
** '''See Text Field Validation above for a description'''
* '''Default Field Value:''' The fields starting value, keep this blank if no default value is needed.
=====Multiple Checkboxes=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Checkbox Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the checkbox options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially checked, enter the same name as the desired Checkbox Option, one per line, when the form is loaded these options will start checked.
=====Single Checkbox=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Checkbox Option:''' The value of this check box
* '''Price Adjustments:''' Enter a value that will dynamically adjust your product price. Enter the value like '''+1.00''' to add a dollar to the price, or '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' If you want this box checked by default enter the same name you entered in Checkbox Option above, otherwise leave this blank.
=====Drop Down Box=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Drop Down Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the drop down options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially selected, enter the same name as the desired Drop Down Option when the form is loaded this option will start selected.

===Product Discounts===
===Product Reviews===
===Product Import===
The Product Import is used to import new products to your eCMS store, or update existing products. This can be useful to add information fields that are not currently a part of CMS, such as meta data fields.

===Category Import===
The Category import can be used to import new categories into eCMS, or to update information in existing categories (for example, meta title/description information).

A few details:
* URLName is used if you want to be able to link to the category by a named URL instead of /category/<catID> (for example, using /category/dogfood). The field should contain only the name, without any slashes or other directory information ('dogfood', in our example), and must be a unique name in that store. '''Spaces are prohibited!''' (Underscores or hyphens are fine)
* Either Name or ID must be present. If using Name, the full category "tree" must be present in this format: Main~SubCat~SubCat2~...FinalCat.

====Running the Category Import====
# Click Inventory->Category Import.
# Browse to the file you want to import.
# Set the notification email and click Submit.
#* If you get a response other than "thanks for the file, we'll email you when it's done", your file has a formatting error. Double-check your file and try again.

===Refined Search===

===Inventory Control===
===Price Categories===
===Subscription Products===
===Vendors===
===Recipes===
===Gift Certificates===
==Customers==
===Search===
===Groups===
For a detailed example see [[Promo Codes|Examples of using Customer Groups/Promo Codes.]]

===Members===

For a detail example see [[eCMS Members|What is the members section?]]

[[Image:Options_member_options.jpg|thumb|Here you can set various member options.]]
You can set various member options in '''Options >> Member Options'''. These include:

*Would you like to require approval before a customer can become a member? -- If set to '''Yes''' then you will need to approve all members by going to '''Customers >> Members'''. If set to '''No''' then all members will be auto-approved.
*What is the to address to inform you of a new member request? -- What email address would you like to receive new member request at.
*What is the from address for the email that notifies your customers once they are approved? -- The address you would like to have reply to member approvals with. Can be the same email address as the new member requests.

'''Reminder Service: you must edit the email message in reminder_service_email.tpl and enter the subject and from email below.'''
*What is the from address for the member reminder service? -- What email address you would like to use to send out reminders to members.
*What is the subject of the reminder service email? -- Subject for the reminder email.
'''Reminder Service Default Events'''
*Add New Reminder Service Event: -- Select the name and date of your reminder/event.

'''Note:''' You can allow only members to use payment options other than credit cards by going to '''Options >> Payment Options >> Payment Options >> Only allow members to use payment methods other than credit card'''. In order to prevent a customer from abusing this you may want to use this option only if you require members to be approved first.

For a detail example see [[eCMS Members|What is the members section?]]

===Wishlists===
==Orders==
===Pending===
===Search===
===Gift Certificate Emails===
===Catalog Requests===
==Wholesale==
===Orders===
===Approve Wholesalers===
===Search Wholesalers===
===Shipping===
==Marketing==
===Meta Tags===
===Gateway Pages===
===Email Campaigns===

Email campaigns provides a way to create, manage, and organize email 'blasts'. For full documentation read the [http://webapps/wiki/images/2/2f/EmailBlasts.pdf pdf]

==Reporting==
===Affiliates===
Affiliates is a way to track affiliate sales through click-throughs and allow other companies or people to receive a commission for sales they generate. Affiliates are tracked through an 'affiliate code' tacked to the end of a URL. For example, if you have an affiliate named 'getpaid' then the URL would be http://www.your-site.com?a=getpaid. You would instruct your affiliates to append '?a=getpaid' to any link to your site. All hits would then be tracked and you can view reports to see how much, if any you traffic your affiliates generate for you and pay them appropriately.
From your eCMS control panel expand the Reporting section and click on Affiliates. Then click on the "Add Affiliates" link at the top of the page and fill out the appropriate information.

*Affiliate or Program Name: Pick a unique name for this affiliate.
*Affiliate Code (used in url): This will be code on the end of the URL (http://your-site.com?a=code). Use alpha-numeric *characters to make it(a-z 0-9)easy.
*Email of Report Recipient: Who do you want to receive a copy of the report?
*Commission Rate: This is a numeric value expresses as either a flat rate dollar amount per sale, or a percentage of the total sale without tax and shipping.
*Send Monthly Email Report?: Check yes to enable this. An email will then be sent to the email addressed supplied above.
*Web Address: Affiliate's web site.
*Check Payable To: Payee
*Address 1: Address of Payee
*Address 2:
*City:
*State:
*Zip:
*Country:
*Phone:
*Affiliates can have access to their commission and statistics for the last 12 months. All you need to do is give the affiliate a password and send them to http://yourdomain.com/affiliate.
*Affiliate Section Password: If you want the affiliate to be able to login to your site and view their statistics then supply a password for them.
*Retype Affiliate Section Password:

===Benchmark===
===Bot Tracker===
===Cart Abandonment===
===Catalog Requests===
===Comparatives===
===Email Bounce===
===Gateway Pages===
===Gift Certificates===
===Incentive Programs===

===Inventory Control===
===Opt-Out===
===Order Detail===
===Product Aging===
===Referrers===
===Revenue===
===Sales Rank===
===Search Engine Placement===
===Search Terms===
===Square In. Analyzer===
===Tell a Friend===
===Visits===
===Wishlist Products===

==Help==
===Register for Training===
===Message Board===

ECMS Control Panel

2009-05-26T23:30:16Z

Jason morrison: /* Custom Product Forms */

[[Image:Dashboard_mini.jpg‎|thumb|Sidebar of the eCMS Dashboard. Clicking on the plus sign next to each heading will expand the options.]]
==Settings==
===Overview===
The Dashboard where you can see New Feature Release, Site Maintenance, and Quick Stats

===Options===
Options are where the majority of the site specific functions are set. These range from shipping and tax options, to site display options.

===Shipping Tables===
Here you can setup and maintain site shipping tables.

===Shipping Groups===
Shipping Groups are used to further limit shipping options to specific groups of customers that meet the defined criteria, such as State, Country, or product purchase type.

===Google Sitemap===
Create and edit a Site Map for submission to Google's Site Map program.

===Google Base===

Creates an XML file that is manually uploaded to Google Base.

===ChannelAdvisor===
*Settings (all the settings can be left blank if you do not want to use them)
**Manufacturer:
*** If you use this field you can set it to the field that contains the manufacturer, some people like vitamin companies, would have a manufacturer set.
**Manufacturer Number:
*** Set to the field that contains this info, usually set to sku.
**Brand:
*** Some people have their brands set as their categories, in this case you'd select the category, otherwise whatever field contains this information.
**Use special pricing?
*** Yes or No - If a product is on special and 'No' is selected above, the retail price will be included in the ChannelAdvisor Data Feed.
*Select Products
**Include all active products
***Include all active products - meaning all products that are not set as inactive.
**Include selected products only
***Include only the products you select below in the datafeed.

Once the feed is set, it will update once a day and can be accessed using the URL that will appear on the bottom of the page once you click the Submit button under the "Pick Up Data Feeds" section.

===Delete Store===
This will delete your store. You will probably want to avoid clicking this option.

===New Features===
New Features to eCMS will be listed here, including features, templates, and services.

==Design==
===Template Tags===
Template tags offer you an easy way to change the content of your pages, as well as the content of your communications to your customers. [[Image:Template_tags.jpg|thumb|Image of Template Tags. Clicking on any of the links will show you the available template tags.]]

===Template Library===
This is where all of the templates for your site are. Templates use [http://www.smarty.net/ Smarty] and [http://www.w3schools.com/HTML/ HTML] to control all of the visual elements of your site.

===Image Library===
This is where all of the images for your site are uploaded and stored. Site images will be available at http://yoursite.com/images/. The options are:

Mass Image Upload | Single Image Upload | Assign Product Images | Publish All Images | Mass Publish Images | Backup Images 

*'''Mass Image Upload''' -- Use this option to upload a .zip file of images used for the site or products. There are two options as follows:
**'''Upload Product Images''' -- Use this option to upload a .zip file containing product images (thumbnails, large, and pop-up).
**'''Upload Site Images''' -- Use this option to upload site images for things like headers, backgrounds, etc. Site images will be available at http://yoursite.com/images/
*'''Single Image Upload''' -- Use this option to upload single site image. (Not used for product images.)
*'''Assign Product Images''' -- Use this option to assign products to images you have uploaded using the Mass Image Upload >> Upload Product Images.
*'''Publish All Images''' -- Use this option to publish '''all''' images to your live site. ''Images that are upload are only available in staging until you have publishes them.''
*'''Mass Publish Images''' -- Use this option to selectively publish multiple images to your live site at once. ''Images that are upload are only available in staging until you have publishes them.''
*'''Backup Images''' -- Use this option to create a .zip file of all of your images for download to your local computer.

You can also assign product images for one product at a time by going to Inventory >> All Products >> (click on the product name) >> Product Display >> Images.
===File Library===
You can upload files for use/download on your site here. Some examples are .js files for additional JavaScript functionality, PDF files for download, Flash Videos for streaming movies, etc.

The options are as follows:

Upload File | Publish All Files | Mass Publish Files | Backup Files 

*'''Upload File''' -- Use this option to upload a file to your site.
*'''Publish All Files''' -- Use this option to publish files to your live site. Published files will be available at http://yoursite.com/downloads/
*'''Mass Publish Files''' -- Use this option to selectively publish multiple files at once to your site. Published files will be available at http://yoursite.com/downloads/
*'''Backup Files''' -- Use this option to create .zip backup of all the files on your site.

===Generic Forms===
Generic forms are used to collect specific information from a customer when one of the standard forms, such as the catalog request or contact form, cannot be used. Add, remove, and edit your generic forms here.

==Inventory==
===Edit Categories===
Here you can manage your categories. To edit a category just click on the category name. The two options are:

Add Category | Delete Category

*'''Add Category''' -- Use this option to add new categories to your site.
*'''Delete Category''' -- Use this option to delete categories from your site.

If you click Expand All you can view all of your sub-categories. Collapse All will close all of the sub-categories and only display your parent categories.

You can adjust the order the categories display on your site by changing the numeric values in the Adjust Order column. For example, in the image notice the one in the last row instead of a six. If you click submit this category will now display first.[[Image:Cat_adjust_order.jpg]]

===All Products===
Add, remove, and edit your Products here. You can edit an existing product by clicking on it's name. The options are as follows:

Add Product | Copy Product | Delete Product | Product Search | Product ID Finder

*'''Add Product''' -- Use this option to add additional products to your site. '''Note:''' Products added manually will not be present in CMS. You should usually add products in CMS and then upload them to the web.
*'''Copy Product''' -- Use this option to copy a product. '''Note:''' Images and electronic download information will not be copied.
*'''Delete Product''' -- Use this option to delete a product. '''Note:''' This will not delete a product from CMS.
*'''Product Search''' -- Use this option to search for a product by SKU, name, or type.
*'''Product ID Finder''' -- Use this option to display a list of products by Name, SKU, and Product ID.

===Products By Cat.===
In the product by category listing you are able to view, edit and remove products and sub-products from your store. Not only can you view your products, but you can manage the order in which your products and sub-products are displayed within their category the same way you can adjust the order of [[ECMS_Control_Panel#Edit_Categories|categories]].

Add Product | Copy Product | Delete Product | Product Search

*'''Add Product''' -- Use this option to add additional products to your site. '''Note:''' Products added manually will not be present in CMS. You should usually add products in CMS and then upload them to the web.
*'''Copy Product''' -- Use this option to copy a product. '''Note:''' Images and electronic download information will not be copied.
*'''Delete Product''' -- Use this option to delete a product. '''Note:''' This will not delete a product from CMS.
*'''Product Search''' -- Use this option to search for a product by SKU, name, or type.

===Product Search===
Search with product name or sku or select the type of product you would like to view.

===Refined Search===
===Custom Product Forms===
Custom product forms allow you to associate additional information with your products as well as adjusting the price. When this product is picked up by CMS the information in this form will be in the notes field.

==== Add a form ====
* Click '''Add Form'''
* On the next page enter a name for this form in the '''Form Name''' field
* Click '''Add New Form''' - you will be taken to the form page

Here you can add the fields you would like to have on the product page (see below for more details on form fields). Once you finish adding the form fields you'll need to associate products with this form.

==== Product Selection ====
* Click '''Product Selection'''
* On this page select the products that should be associated with this form
* Click '''Submit''' when finished

====Form Fields====
=====Subheading=====
* '''Subheading Text:''' Brief text to describe a section
=====Blank Line=====
* Used as a spacer in the form, adds a blank line
=====Text Field=====
* '''Label:''' A label for this text field
* '''Size of Text Field:''' How large the text field will be
* '''Maximum Length of Text Field:''' The maximum number of characters the text field can hold
* '''Is this a required field?:''' Make the field required
* '''How should this field be validated?:''' Select the proper validation based on the following list.
** '''Letters only:''' Will only validate alphabetic characters, no numbers/symbols
** '''Numbers only:''' Will only validate numbers, no alphabetic/symbol characters
** '''Letters and Numbers only:''' Will validate alphanumeric characters
** '''Sentence:''' Validates any alphanumeric text including spaces and symbols. Basically if you want a combined first/last name field, or an Address1 field, those are considered "sentence" fields.
** '''Paragraph:''' Validates any alphanumeric text including spaces, symbols, and multiple lines.
** '''Money:''' Will validate numeric values with a decimal place. No symbols.
** '''Web Address:''' Will validate a URL, http://www.site.com to just site.com
** '''E-mail Address:''' Will validate email addresses
** '''Phone Number:''' Will validate phone numbers
** '''Zip Code:''' Will validate a zip code including zip+4
* '''Default Field Value:''' The fields starting value, keep this blank if no default value is needed.
=====Radio Buttons=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Radio Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the radio options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially selected, enter the same name as the desired Radio Option when the form is loaded this option will start selected.
=====Text Area=====
* '''Label:''' A label for this text field
* '''Number of Columns:''' How wide the box will be by the number of characters to display. I.E. a value of 30 will be a box 30 characters wide.
* '''Number of Rows:''' How tall the box will be in rows. I.E. a value of 4 will allow for 4 lines of text.
* '''Is this a required field?:''' Make the field required
* '''How should this field be validated?:''' Select the proper validation based on the following list.
** '''See Text Field Validation above for a description'''
* '''Default Field Value:''' The fields starting value, keep this blank if no default value is needed.
=====Multiple Checkboxes=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Checkbox Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the checkbox options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially checked, enter the same name as the desired Checkbox Option, one per line, when the form is loaded these options will start checked.
=====Single Checkbox=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Checkbox Option:''' The value of this check box
* '''Price Adjustments:''' Enter a value that will dynamically adjust your product price. Enter the value like '''+1.00''' to add a dollar to the price, or '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' If you want this box checked by default enter the same name you entered in Checkbox Option above, otherwise leave this blank.
=====Drop Down Box=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Drop Down Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the drop down options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially selected, enter the same name as the desired Drop Down Option when the form is loaded this option will start selected.

===Product Discounts===
===Product Reviews===
===Product Import===
The Product Import is used to import new products to your eCMS store, or update existing products. This can be useful to add information fields that are not currently a part of CMS, such as meta data fields.

===Category Import===
The Category import can be used to import new categories into eCMS, or to update information in existing categories (for example, meta title/description information).

A few details:
* URLName is used if you want to be able to link to the category by a named URL instead of /category/<catID> (for example, using /category/dogfood). The field should contain only the name, without any slashes or other directory information ('dogfood', in our example), and must be a unique name in that store. '''Spaces are prohibited!''' (Underscores or hyphens are fine)
* Either Name or ID must be present. If using Name, the full category "tree" must be present in this format: Main~SubCat~SubCat2~...FinalCat.

====Running the Category Import====
# Click Inventory->Category Import.
# Browse to the file you want to import.
# Set the notification email and click Submit.
#* If you get a response other than "thanks for the file, we'll email you when it's done", your file has a formatting error. Double-check your file and try again.

===Refined Search===

===Inventory Control===
===Price Categories===
===Subscription Products===
===Vendors===
===Recipes===
===Gift Certificates===
==Customers==
===Search===
===Groups===
For a detailed example see [[Promo Codes|Examples of using Customer Groups/Promo Codes.]]

===Members===

For a detail example see [[eCMS Members|What is the members section?]]

[[Image:Options_member_options.jpg|thumb|Here you can set various member options.]]
You can set various member options in '''Options >> Member Options'''. These include:

*Would you like to require approval before a customer can become a member? -- If set to '''Yes''' then you will need to approve all members by going to '''Customers >> Members'''. If set to '''No''' then all members will be auto-approved.
*What is the to address to inform you of a new member request? -- What email address would you like to receive new member request at.
*What is the from address for the email that notifies your customers once they are approved? -- The address you would like to have reply to member approvals with. Can be the same email address as the new member requests.

'''Reminder Service: you must edit the email message in reminder_service_email.tpl and enter the subject and from email below.'''
*What is the from address for the member reminder service? -- What email address you would like to use to send out reminders to members.
*What is the subject of the reminder service email? -- Subject for the reminder email.
'''Reminder Service Default Events'''
*Add New Reminder Service Event: -- Select the name and date of your reminder/event.

'''Note:''' You can allow only members to use payment options other than credit cards by going to '''Options >> Payment Options >> Payment Options >> Only allow members to use payment methods other than credit card'''. In order to prevent a customer from abusing this you may want to use this option only if you require members to be approved first.

For a detail example see [[eCMS Members|What is the members section?]]

===Wishlists===
==Orders==
===Pending===
===Search===
===Gift Certificate Emails===
===Catalog Requests===
==Wholesale==
===Orders===
===Approve Wholesalers===
===Search Wholesalers===
===Shipping===
==Marketing==
===Meta Tags===
===Gateway Pages===
===Email Campaigns===

Email campaigns provides a way to create, manage, and organize email 'blasts'. For full documentation read the [http://webapps/wiki/images/2/2f/EmailBlasts.pdf pdf]

==Reporting==
===Affiliates===
Affiliates is a way to track affiliate sales through click-throughs and allow other companies or people to receive a commission for sales they generate. Affiliates are tracked through an 'affiliate code' tacked to the end of a URL. For example, if you have an affiliate named 'getpaid' then the URL would be http://www.your-site.com?a=getpaid. You would instruct your affiliates to append '?a=getpaid' to any link to your site. All hits would then be tracked and you can view reports to see how much, if any you traffic your affiliates generate for you and pay them appropriately.
From your eCMS control panel expand the Reporting section and click on Affiliates. Then click on the "Add Affiliates" link at the top of the page and fill out the appropriate information.

*Affiliate or Program Name: Pick a unique name for this affiliate.
*Affiliate Code (used in url): This will be code on the end of the URL (http://your-site.com?a=code). Use alpha-numeric *characters to make it(a-z 0-9)easy.
*Email of Report Recipient: Who do you want to receive a copy of the report?
*Commission Rate: This is a numeric value expresses as either a flat rate dollar amount per sale, or a percentage of the total sale without tax and shipping.
*Send Monthly Email Report?: Check yes to enable this. An email will then be sent to the email addressed supplied above.
*Web Address: Affiliate's web site.
*Check Payable To: Payee
*Address 1: Address of Payee
*Address 2:
*City:
*State:
*Zip:
*Country:
*Phone:
*Affiliates can have access to their commission and statistics for the last 12 months. All you need to do is give the affiliate a password and send them to http://yourdomain.com/affiliate.
*Affiliate Section Password: If you want the affiliate to be able to login to your site and view their statistics then supply a password for them.
*Retype Affiliate Section Password:

===Benchmark===
===Bot Tracker===
===Cart Abandonment===
===Catalog Requests===
===Comparatives===
===Email Bounce===
===Gateway Pages===
===Gift Certificates===
===Incentive Programs===

===Inventory Control===
===Opt-Out===
===Order Detail===
===Product Aging===
===Referrers===
===Revenue===
===Sales Rank===
===Search Engine Placement===
===Search Terms===
===Square In. Analyzer===
===Tell a Friend===
===Visits===
===Wishlist Products===

==Help==
===Register for Training===
===Message Board===

FTP Upload

2009-04-15T02:55:23Z

Jason morrison:

[[Category:Published]]

Here are the instructions for making a backup copy of your CMS database files and and how to upload these files to our FTP server using a secure TLS/SSL connection.

'''NOTE:''' This is accomplished on the CMS Server computer.

# MAKE A BACKUP IMAGE OF CMS DATABASE FILES
## Select the Admin menu.
## Select Database Maintenance. (Note the settings on the Daily Backup tab so you can restore them, if necessary.)
## Select 'Perform the daily backup'
## Select and delete any text in the 'Folder in which to create a backup...' field.
## Click the Browse button, select Desktop in the window that opens, and click OK.
## Click the 'Immediately create a Backup Image...' button. This will create a copy of your database and log files onto the Windows desktop.
## Click the Close button.
## Quit CMS if it is still open.
# COMPRESS YOUR CMS BACKUP IMAGE FILES
## On the Windows Desktop, there should be two files with the same name as your CMS database (SoloData for Solo users). Depending on how you have Windows configured, you may or may not see the .db and .log file extensions.
## Compress these two files together
### In windows select both files using your mouse and then right click and select 'Send To -> Compressed (zipped) Folder"
## Rename the compressed file with your company name if it's not already.

For the protection of your data we required all FTP transfers to be sent over a TLS/SSL connection.

In order to setup FTP over SSL you need an FTP client that supports this. IE does not support FTPS. For the time being we recommend Filezilla, it’s an open source ftp client: http://filezilla-project.org/ Please follow their directions for installing. Once installed continue with the instructions below:

* open '''Filezilla'''
* goto '''File->Site Manager'''
* Click on '''New Site'''
* Type '''NHS FTP''' or similar
* On the right side enter the following:
** Host: '''ftp.newhavensoftware.net'''
** Port: '''990'''
** Servertype: '''FTPS - FTP over implicit TLS/SSL'''
** Logontype: '''Normal'''
** User: '''uploads'''
** password: '''east!circle'''
* Click '''Connect'''
* a window will pop up once connected called '''Unknown certificate''' this window shows you details of the SSL certificate. The host should read '''ftp.newhavensoftware.net:990'''
* Check the box '''Always trust certificate in future sessions'''
* Click '''OK'''

This will save your settings, and you can open that site anytime to connect again by going back to the site manager. Please be aware the uploads password changes from time to time. If you need to regularly update information on our FTP server please send an email to support@newhavensoftware.com requesting a permanent FTP account. If all settings are accurate, you will be connected to the server over TLS/SSL, securing all data being sent and retrieved from our FTP server.

# Locate your file on your desktop in the left window pane.
# Right click on the compressed file and select '''Upload'''
# This will start the upload process and you will see the progress near the bottom of the screen.
# Please email us at support@newhavensoftware.com when the file has been successfully uploaded so that we can move it off of the FTP Server for added security.

FTP Upload

2009-04-04T00:38:20Z

Jason morrison:

[[Category:Validated]]

Here are the instructions for making a backup copy of your CMS database files and and how to upload them to our FTP server using a secure TLS/SSL connection.

'''NOTE:''' This is accomplished on the CMS Server computer.

# MAKE A BACKUP IMAGE OF CMS DATABASE FILES
## Select the Admin menu.
## Select Database Maintenance. (Note the settings on the Daily Backup tab so you can restore them, if necessary.)
## Select 'Perform the daily backup'
## Select and delete any text in the 'Folder in which to create a backup...' field.
## Click the Browse button, select Desktop in the window that opens, and click OK.
## Click the 'Immediately create a Backup Image...' button. This will create a copy of your database and log files onto the Windows desktop.
## Click the Close button.
## Quit CMS if it is still open.
# COMPRESS YOUR CMS BACKUP IMAGE FILES
## On the Windows Desktop, there should be two files with the same name as your CMS database (SoloData for Solo users). Depending on how you have Windows configured, you may or may not see the .db and .log file extensions.
## Compress these two files together
### In windows select both files using your mouse and then right click and select 'Send To -> Compressed (zipped) Folder"
## Rename the compressed file with your company name if it's not already.

For the protection of your data we required all FTP transfers to be sent over a TLS/SSL connection.

In order to setup FTP over SSL you need an FTP client that supports this. IE does not support FTPS. For the time being we recommend Filezilla, it’s an open source ftp client: http://filezilla-project.org/ Please follow their directions for installing. Once installed continue with the instructions below:

* open '''Filezilla'''
* goto '''File->Site Manager'''
* Click on '''New Site'''
* Type '''NHS FTP''' or similar
* On the right side enter the following:
** Host: '''ftp.newhavensoftware.net'''
** Port: '''990'''
** Servertype: '''FTPS - FTP over implicit TLS/SSL'''
** Logontype: '''Normal'''
** User: '''uploads'''
** password: '''n0rthern!'''
* Click '''Connect'''
* a window will pop up once connected called '''Unknown certificate''' this window shows you details of the SSL certificate. The host should read '''ftp.newhavensoftware.net:990'''
* Check the box '''Always trust certificate in future sessions'''
* Click '''OK'''

This will save your settings, and you can open that site anytime to connect again by going back to the site manager. Please be aware the uploads password changes from time to time. If you need to regularly update information on our FTP server please send an email to support@newhavensoftware.com requesting a permanent FTP account. If all settings are accurate, you will be connected to the server over TLS/SSL securing all data being sent and retrieved from our FTP server.

# Locate your file on your desktop in the left window pane.
# Right click on the compressed file and select '''Upload'''
# This will start the upload process and you will see the progress near the bottom of the screen.
# Please email us at support@newhavensoftware.com when the upload has been successfully uploaded so that we can move your file off of the FTP Server for added security.

FTP Upload

2009-03-31T21:52:58Z

Jason morrison: New page: category:public Here are the instructions for making a backup copy of your CMS database files and and how to upload them to our FTP server using a secure TLS/SSL connection. '''NOTE...

[[category:public]]

Here are the instructions for making a backup copy of your CMS database files and and how to upload them to our FTP server using a secure TLS/SSL connection.

'''NOTE:''' This is accomplished on the CMS Server computer.

# MAKE BACKUP IMAGE OF CMS DATABASE FILES
## Select the Admin menu.
## Select Database Maintenance. (Note the settings on the Daily Backup tab so you can restore them, if necessary.)
## Select 'Perform the daily backup'
## Select and delete any text in the 'Folder in which to create a backup...' field.
## Click the Browse button, select Desktop in the window that opens, and click OK.
## Click the 'Immediately create a Backup Image...' button. This will create a copy of your database and log files onto the Windows desktop.
## Click the Close button.
## Quit CMS if it is still open.
# COMPRESS YOUR CMS BACKUP IMAGE FILES
## On the Windows Desktop, there should be two files with the same name as your CMS database (SoloData for Solo users). Depending on how you have Windows configured, you may or may not see the .db and .log file extensions.
## Compress these two files together
### In windows select both files using your mouse and then right click and select 'Send To -> Compressed (zipped) Folder"
## Rename the compressed file with your company name if it's not already.

For the protection of your data we required all FTP transfers to be sent over a TLS/SSL connection.

In order to setup FTP over SSL you need an FTP client that supports this. IE does not support FTPS. For the time being we recommend Filezilla, it’s an open source ftp client: http://filezilla-project.org/ Please follow their directions for installing. Once installed continue with the instructions below:

* open '''Filezilla'''
* goto '''File->Site Manager'''
* Click on '''New Site'''
* Type '''NHS FTP''' or similar
* On the right side enter the following:
** Host: '''ftp.newhavensoftware.net'''
** Port: '''990'''
** Servertype: '''FTPS - FTP over implicit TLS/SSL'''
** Logontype: '''Normal'''
** User: '''uploads'''
** password: '''n0rthern!'''
* Click '''Connect'''
* a window will pop up once connected called '''Unknown certificate''' this window shows you details of the SSL certificate. The host should read '''ftp.newhavensoftware.net:990'''
* Check the box '''Always trust certificate in future sessions'''
* Click '''OK'''

This will save your settings, and you can open that site anytime to connect again by going back to the site manager. Please be aware the uploads password changes from time to time. If you need to regularly update information on our FTP server please send an email to support@newhavensoftware.com requesting a permanent FTP account. If all settings are accurate, you will be connected to the server over TLS/SSL securing all data being sent and retrieved from our FTP server.

# Locate your file on your desktop in the left window pane.
# Right click on the compressed file and select '''Upload'''
# This will start the upload process and you will see the progress near the bottom of the screen.
# Please email us at support@newhavensoftware.com when the upload has been successfully uploaded so that we can move your file off of the FTP Server for added security.

Test page 2

2009-02-25T18:22:34Z

Jason morrison: New page: Category:public This is more information related to nothing

[[Category:public]]
This is more information related to nothing

Test Page

2009-02-25T18:17:24Z

Jason morrison:

[[Category:Published]]

This is information related to test.

Test Page

2009-02-21T02:56:06Z

Jason morrison:

[[Category:Public]]

This is information related to test.

Test Page

2009-02-21T02:55:25Z

Jason morrison:

[[Category:Published]]

This is information related to test.

NewHaven Software Wiki:Users

2009-02-21T02:08:23Z

Jason morrison: Removing all content from page

NewHaven Software Wiki:Users

2009-02-21T02:08:09Z

Jason morrison: New page: users

users

Test Page

2009-02-21T02:07:05Z

Jason morrison: New page: Category:Public Category:Test This is information related to test.

[[Category:Public]]
[[Category:Test]]

This is information related to test.