EZYPAL

MANUAL

CONTENTS
Introduction ....................................................................... 3
Overview ......................................................................................................... 3 Licensing .......................................................................................................... 3 Support Methods ................................................................................................ 3

Installing EzyPal .................................................................. 4

Full Installation .................................................................................................. 4 Upgrade Installation ............................................................................................ 5

Setting Up Your Store ........................................................... 6

Overview ......................................................................................................... 6 Online/Offline Mode ............................................................................................ 6 Configuration .................................................................................................... 7 Category Manager ............................................................................................... 8 Product Manager ................................................................................................ 9 File Manager .................................................................................................... 10 Image Manager ................................................................................................. 11

Managing Your Store ........................................................... 12

Transaction Manager .......................................................................................... 12 Customer Manager ............................................................................................. 13 Maintenance .................................................................................................... 14

Customizing Your Store ....................................................... 15

Content Manager ............................................................................................... 15 Menu Manager .................................................................................................. 16 Phrase Manager ................................................................................................. 16 Language Manager ............................................................................................. 17 Template Manager ............................................................................................. 17 Coupon Manager ................................................................................................ 18

Frequently Asked Questions ................................................. 19 Troubleshooting ................................................................ 20

Uploading Images/Files ....................................................................................... 20 Uploading Templates .......................................................................................... 20

INTRODUCTION
Overview
Thank you for purchasing EzyPal 1.5. EzyPal 1.5 allows you to easily sell digital goods through your own automated ecommerce store. Please take a few minutes to read this manual so that you can learn how to set up and run your store.

Licensing
This program is not free software. The software is licensed under a single domain licensing arrangement. Please see LICENSE.TXT for a full copy of the software licensing agreement.

Support Methods
As an EzyPal license-holder, you are entitled to free technical support. We currently offer the following methods of support: Support Tickets Message Board Private Messaging Electronic Mail All of these methods of support can be accessed by visiting http://forums.ezypal.com. Free registration is required to use these services.

INSTALLING EZYPAL
Full Installation
To install EzyPal 1.5: 1. Unzip the contents of the EzyPal 1.5 archive to a folder on your computer. 2. Open upload/includes/configuration.php with a text editor and modify the existing values. 3. Upload the contents of the folder upload to your web site. 4. In a web browser, visit the URL http://www.mysite.com/ezypal/install/index.php (where http://www.mysite.com/ezypal is the location of your EzyPal folder) 5. Follow the on-screen instructions for step 1. Select Continue. 6. In step 2, select the New Installation option. Select Continue. 7. In step 3, the database will be set up. If you receive an error, ensure the MySQL details in configuration.php are correct (if you are unsure of the values that should be entered, contact your hosting provider). 8. Follow the on-screen instructions for step 4. 9. Log into the administration control panel. Change your password under Customer Manager (select the [+] button and type in a new password. Then select Update Customer(s) ). 10. In the administration control panel, select Store Configuration from the menu. Modify values as necessary. Select Update Configuration. 11. Your store has now been installed. You can now add products and categories to sell in your store.

Upgrade Installation
To upgrade your existing EzyPal 1.0 store to EzyPal 1.5: 1. Unzip the contents of the EzyPal 1.5 archive to a folder on your computer. 2. Open upload/includes/configuration.php with a text editor and modify the existing values. Ensure the MySQL database name is identical to the database name used by EzyPal 1.0. Save the file. 3. Upload the contents of the folder upload to your web site. Upload contrib/upgrade_codes.php to same folder. 4. In a web browser, visit the URL http://www.mysite.com/ezypal/install/index.php (where http://www.mysite.com/ezypal is the location of your EzyPal folder) 5. Follow the on-screen instructions for step 1. Select Continue. 6. In step 2, select the Upgrade Installation option. Select Continue. 7. In step 3, enter the table name prefix used by EzyPal 1.0 (usually ezy_). Select Continue. 8. Your existing EzyPal 1.0 tables will be upgraded and new data will be inserted. This may take a moment. If you receive an error message, ensure the table name prefix is correct and the MySQL database details contained in includes/configuration.php are correct. When the database has been set up, select Continue. 9. Follow the on-screen instructions for step 4. 10. Log into the administration control panel. Change your password under Customer Manager (select the [+] button and type in a new password. Then select Update Customer(s) ). 11. In the administration control panel, select Store Configuration from the menu. Modify values as necessary. Select Update Configuration. 12. Next, copy files from the files folder of your EzyPal 1.0 installation to the tmp folder of your EzyPal 1.5 installation. Select File Manager from the administration control panel menu. For each file in the tmp folder, check Existing file on server under File Location and enter its file name into the field provided. Select Upload New File. 13. Next, copy images from the images folder of your EzyPal 1.0 installation to the tmp folder of your EzyPal 1.5 installation. Select Image Manager from the administration control panel menu. For each image in the tmp folder, check Existing image on server under Image Location and enter its file name into the field provided. Select Upload New Image. 14. Select Category Manager from the administration control panel menu. Update information if necessary. Then, select all checkboxes by checking the topmost checkbox and select Update Categories. 15. Next, select Product Manager from the menu. A category, file name, and image will need to be re-assigned to each product item. Then, select all checkboxes by checking the topmost checkbox and select Update Product(s). 16. In a web browser, visit the URL http://www.mysite.com/ezypal/install/index.php?do=upgrade_codes (where http://www.mysite.com/ezypal is the location of your EzyPal folder). Follow the onscreen instructions to notify customers of their new registration codes. 17. Your store has now been upgraded from EzyPal 1.0 to EzyPal 1.5

SETTING UP YOUR STORE

Overview
Once you have installed your EzyPal store, you are ready to set up your store by adding products and categories to your store to sell to your customers. It is recommended that you go into offline mode while you are testing your store to prevent other people from temporarily accessing your store.

Online/Offline Mode
EzyPal 1.5 includes a new feature which allows to temporarily disable your store if you would like to test your store before others can access it. To activate offline mode: 1. Log into the administration control panel. 2. Select Store Configuration. 3. Next to Store Live, select Disabled. 4. Select Update Configuration. To activate online mode: 1. Log into the administration control panel. 2. Select Store Configuration. 3. Next to Store Live, select Enabled. 4. Select Update Configuration.

Configuration
The configuration section is an important part of the administration control panel. It allows you toggle/customize the following: online/offline mode store title store company store language store template toggle friendly URLs meta keywords and description (for search engines) SSL/non-SSL environment contact, automated and PayPal email addresses store currency and currency symbol PayPal URL (set to www.sandbox.paypal.com for testing purposes) system path (important for uploading images/files) number of items per page in catalog related items box on product page Once settings have been modified, select Update Configuration to save changes.

Category Manager
Category Manager allows you to create, modify and remove categories in your store. To access Category Manager, log into the administration control panel and select Category Manager. To add a new category: 1. Enter a category title under Add New Category and select Add New Category. 2. Enter a short description for the category and choose a thumbnail for the category (optional). Select Update Categories. To delete an existing category: 1. Select the checkbox to the left of the existing category. 2. Select Delete Categories. Confirm the deletion of the selected categories. To create a category hierarchy: 1. In the parent category column, select the categorys parent category. If you would like the category to be a parent category only (ie. it will not be a subcategory of any other category), select N/A in the drop down menu. 2. Select Update Categories. To re-order categories: 1. Change the values in the order column for each category to match your preferred categorical order (with 0 being the first category displayed). 2. Select Update Categories. To activate/deactivate a category: 1. To activate a category (make it accessible to the public), ensure the checkbox under the active column is checked. To deactivate a category, ensure the checkbox under the active column is not checked. 2. Select Update Categories.

Product Manager
Product Manager allows you to create, modify and remove products in your store. To access Product Manager, log into the administration control panel and select Product Manager. To add a new product: 1. Enter a product title and price, and select a category for the product under Add New Product. Then select Add New Product. 2. To modify further details for a product, select the [+] button. You should assign a file to the product after you have created it. 3. Select Update Product(s). To delete an existing product: 1. Select the checkbox to the left of the existing product. 2. Select Delete Product(s). Confirm the deletion of the selected product(s). To re-order product(s): 1. Change the values in the order column for each product to match your preferred order (with 0 being the first product displayed). 2. Select Update Product(s). To activate/deactivate a product: 1. To activate a product (make it accessible to the public), ensure the checkbox under the active column is checked. To deactivate a product, ensure the checkbox under the active column is not checked. 2. Select Update Product(s). To set a download limit to a product: 1. Select the [+] button next to the product. 2. Under the expiry column, enter the maximum number of downloads or days that a product can be downloaded (note: 0 downloads = unlimited downloads). 3. Select Update Product(s). To modify a products page: 1. Select Edit Page button next to the product. 2. In the WYSIWYG editor, enter the pages content for the product. 3. Select Save Changes.

File Manager
File Manager allows you upload new files to your store. To access File Manager, log into the administration control panel and select File Manager. Once uploaded, files can be assigned to products. To upload a new file: 1. Under Upload New File, Choose a location from which to upload the file (either your computer or the tmp folder within your stores folder. Note: For larger files (~2MB), upload the file to the tmp folder within your stores folder and choose Existing file on server. Enter its file name in the field provided. You may have to chmod both the tmp folder and the uploaded file to 0777. 2. Enter a comment for the file (optional). This comment can only be seen in the File Manager. 3. Select Upload New File. To delete an existing file: 1. Select the checkbox to the left of the existing file. 2. Select Delete File(s). Confirm the deletion of the file. To add a file name alias: 1. Enter a file name to be used as the files alias under the file alias column. When a customer downloads a file, the file name will change to the alias name (it will not actually rename the uploaded file). 2. Select Update File(s).

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Image Manager
Image Manager allows you upload new images to your store. To access Image Manager, log into the administration control panel and select Image Manager. When an image is uploaded, a high-quality thumbnail will automatically be generated (requires GD2+). To upload a new image: 1. Under Upload New Image, Choose a location from which to upload the image (either your computer or the tmp folder within your stores folder. Note: only JPEG, PNG and GIF formats are accepted. 2. Enter a comment for the image (optional). This comment can only be seen in the Image Manager. 3. Select Upload New Image. To delete an existing image: 1. Select the checkbox to the left of the existing image. 2. Select Delete Image(s). Confirm the deletion of the image. To view the full-version image: 1. Click on the thumbnail under the images name to view the full-version for an image. 2. To close the pop-up window, click the full-version image.

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MANAGING YOUR STORE

Transaction Manager
Transaction Manager allows you to create/modify/remove transactions in your store. It also allows you to view detailed transaction information. To add a new transaction: 1. Fill in the values under Add New Transaction. To link a transaction to an existing user, select their email address in the drop down list. To notify the customer of the transaction, ensure Notify Customer via Email is checked. 2. Select Add New Transaction. To disable/enable a transaction: 1. To enable a transaction (make it available for download), ensure the checkbox under the active column is checked. To disable a transaction (make it unavailable for download, even if the download limit has not been reached), ensure the checkbox under the active column is not checked. 2. Select Update Transaction(s). To view detailed information about a transaction: 1. Select the [+] button next to the transaction. 2. The table row will expand with additional information about the transaction.

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Customer Manager
Customer Manager allows you to create/modify/remove customer entries in your store. To add a new customer: 1. Fill in the values under Add New Customer. 2. Select Add New Customer. To modify an existing customers information: 1. Select the [+] button to the right of the customer entry to view additional fields. 2. Make necessary changes. 3. Select Update Customer(s). To delete a customer: 1. Select the checkbox button to the left of the customer entry. 2. Select Delete Customer(s). Confirm the deletion of the customer entry.

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Maintenance
The Maintenance section allows you to complete important tasks for your store which should be performed regularly. To download a store database backup: 1. Select Download SQL Backup. 2. Download the file and save it in a secure location. To export customer data to email software: 1. Select Download Customer Data. Note: To include customers who have opted to not receive email messages from your store, select the checkbox. 2. Download the file and save it in a secure location. 3. In your email software, import the CSV file into a new address book (consult documentation included with your email software for further information on how to do this). To export transaction data to spreadsheet software: 1. Select Download Transaction Data. 2. Download the file and save it in a secure location. 3. In your spreadsheet software, import the CSV file into a new spreadsheet. To remove old session data: 1. Select Remove Old Sessions. To remove old cart entries: 1. Select Remove Old Cart Entries.

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CUSTOMIZING YOUR STORE

Content Manager
Content Manager allows you to create/modify/delete content pages. For example, the Content Manager allows you to change the welcome page. To add a new content page: 1. Enter a page title and alias (must be unique) under Add Content Page. Then select Add Content Page. To delete an existing content page: 1. Select the checkbox to the left of the existing content page. 2. Select Delete Product(s). Confirm the deletion of the selected content page(s). To modify a pages content: 1. Select Edit Page button next to the content page. 2. In the WYSIWYG editor, enter the pages content. 3. Select Save Changes. To add a new link to the page in the store menu: 1. In Menu Manager, create a new menu item (see Menu Manager section for further information on how to do this). In the Menu Item URL field, enter the page alias. 2. Select Add New Menu Item.

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Menu Manager
Menu Manager allows you to create/modify/delete menu items which are displayed in the store front. To add a new menu item: 1. Enter a menu item title, URL, target window, user level and order under Add New Menu Item. Then select Add New Menu Item. 2. Once the menu item has been created, check the checkbox under the active column and select Update Menu Item(s) to show the menu item in the stores menu. To delete an existing menu item: 1. Select the checkbox to the left of the existing menu item. 2. Select Delete Menu Item(s). Confirm the deletion of the selected menu item(s). To add a link to an external page: 1. In the URL field for a menu item, enter url: . Then type in the full URL. 2. Select Update Menu Item(s).

Phrase Manager
The phrase manager allows you to modify phrases used in EzyPal 1.5. It also allows you to create new phrases. To add a new phrase: 1. Enter a unique phrase ID and value under Add New Phrase. 2. Select Add New Phrase. To delete an existing phrase: 1. Select the [X] button to the right of the existing phrase. 2. Confirm the deletion of the phrase by selecting OK. To modify an existing phrase: 1. Under the phrase value column, modify the value for a phrase. Note: For mail messages, HTML is not allowed. Mail messages are preceded with the prefix EZY_MAIL. Also, some mail messages have text within brackets such as {NAME}. Do not remove or modify the text within these brackets. 2. Select Save Phrases.

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Language Manager
Language Manager allows to create and remove language sets for your store. Language sets allow you to quickly create additional languages for your store without modifying the original language set (US English). Note: Only 1 language can be used at a time. To create a new language set: 1. Enter a unique 2-letter ID and a title for the new language set under Add New Language. Choose an existing language set which phrases should be copied from. 2. Select Add New Language. To delete an existing language set: 1. Select Delete to the right of the existing language. 2. Confirm the deletion of the language set and phrases.

Template Manager
Template Manager allows you to upload new template packages and remove existing packages from your site. It also allows you to create a new entry for a template which you have already uploaded via FTP to your EzyPal templates folder. To upload a new template package: 1. Fill in the values under Add New Template. 2. Select Add New Template. To delete an existing template package: 1. Select the checkbox to the left of the existing template package. Select Delete Template(s). 2. Confirm the deletion of the template package

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Coupon Manager
Coupon Manager allows you to create/modify/remove discount coupons for selected products in your store. To add a new coupon: 1. Enter a unique coupon ID and fill in the values under Add New Coupon. Select the items you wish the coupon to apply to. 2. Select Add New Coupon. To delete an existing coupon: 1. Select the checkbox to the left of the coupon. 2. Select Delete Coupon(s). Confirm deletion of the coupon.

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FREQUENTLY ASKED QUESTIONS

How do I change the store administrators password? In Customer Manager, select the [+] button to expand information on customer #1 (the administrator). In the New Password field, enter the new password and select Update Customer(s). Alternatively, go to the store front and log into My Account using the administrators details. Under Update My Details, enter the old password (admin for new installations) and enter a new password. Can I customize the message displayed when my store goes into offline mode? Yes. Open offline.html situated in the root folder of EzyPal with a HTML or text editor. Modify the contents of the file as necessary and save the file. Can I customize the message displayed when a customer is returned to my store after paying for product(s) through PayPal? Yes. In the administration control panel, select Page Manager. Select the Edit Page button next to the page called success. Modify the content of the page and save changes. How can I resend emails to customers with their transaction information? In Transaction Manager, select the checkbox to the left of the customer(s) you would like to resend emails to. Then, select Resend Email(s).

If you have any questions which are not covered in this manual, please refer to the manual section Support Methods for further assistance.

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TROUBLESHOOTING
Uploading Images/Files
If you cannot upload a file or image through the administration control panel, attempt the following steps: For Unix/Linux servers, ensure the tmp, images, images/products, image/products/thumbnails and files folders are chmodded to 0777. If you are uploading a file from the server, ensure the file to be uploaded is chmodded to 0777. For larger files and images, try uploading them via FTP to the tmp folder within your stores folder, then choose the Existing file/image on server option to upload the image/file. If uploading files/images via FTP to the tmp folder, try chmodding the uploaded files/images to 0777. Then proceed with the rest of the procedure. In the configuration section of the administration control panel, ensure the System Path to EzyPal setting is correct (include a trailing slash).

Uploading Templates
If you cannot upload a template through the administration control panel, attempt the following steps: For Unix/Linux servers, ensure the tmp and templates folders are chmodded to 0777. Manually upload the files via FTP to a new folder in the templates folder. In the administration control panel, select the From These Values option. The template ID should match the name of the folder containing the uploaded template files. If uploading template packages via FTP to the tmp folder, try chmodding the uploaded package to 0777. Then proceed with the rest of the procedure.

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