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Zen Cart Quick Starter Guide

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Zen Cart Quick Starter Guide Powered By Docstoc
					From the manual Zen Cart: Building an Online Store the Zen Way, by Kerry Watson & Matthew Therrien


Before you begin, fill out this Pre-Installation Checklist completely. This will allow you to have all
the information you will need during installation and configuration in one place. This will save you
many, many hours of back-and-forth figuring out little, just-one-more things.




       FTP (File Transfer Protocol) program to                      What version of PHP and MySQL does your
       upload files, create directories and set file                web host use/support?
       permissions. CuteFTP www.globalscape.com                     What kind of servers does your web host
       has a free 30 day trial.                                     use? (Apache, etc.)
       WinZip (PC) or Windows XP (WinZip pre-                       What tools (i.e. cPanel) does your web host
       installed)                                                   for database creation and account
       (Recommended) A code comparison                              administration?
       program such as Beyond Compare                               Does your web host support phpMyAdmin
       www.scootersoftware.com – Free Trial.                        for administering your database? If not, what
       (Optional) Site management/HTML editor                       do they use or recommend for database
       program like Dreamweaver to synchronize                      creation and administration?
       [create a mirror website on your PC] and                     Does your web host back up your website
       perform quick Searches [CTRL-F] to locate                    files? How often? Your database? How
       the code you wish to edit)                                   often? How do you have files restored?
       (Optional) If you don’t use Dreamweaver, a
       PHP editor/debugger like PHPEdit which
       highlight various sections of code in different
       colors, making it easy to see coding errors


       What is the internal path to your secure                     What is the Hostname or IP address of your
       server?                                                      database server?
       What is the internal path to your secure                     What is your exact database username?
       images directory?                                            What full-rights password does your
       Does your web host offer a shared SSL                        database use?
       certificate, or will you purchase your own                   What is the name of your database (not
       SSL certificate? (Note, you may not need                     database username)?
       your own—check with your payment                             Have the database and username been
       processor first)                                             linked?
                                                                    Is there a secondary database username
                                                                    and password with more restrictions which
                                                                    offers more security?
         Do you have your domain name registered?                     What payment gateway will you use? What
         What is the exact www address?                               is their URL, Username, account number,
         Did you register it at least 24-72 hours ago?                and password?
         Type the address in your browser to be sure                  What shipping company will you use? What
         it is live.                                                  is their URL, Username, account number,
         Have you notified your web host about your                   and password?
         new domain name so they can “point” your                     Are you required to charge tax? On what
         files to it?                                                 products, what rate, and in what regions?
         What is the full path to your Web Server                     Get help from your attorney.
         Root Directory? (Ask your web host, it will be               TIP: To help you select credit card payment
         like /usr/www/users/yourname/html/ )                         and shippers, a 40-page special report
         Is there a secondary database username                       “Payment & Shipping Comparisons” is
         and password with more restrictions which                    available from oscommercemanuals.com.
         offers more security?                                        Includes a free bonus chapter on disaster
                                                                      prevention and recovery.

Check off each item as you complete it.
   1. Get your free copy of Zen Cart
Go to http://www.zen-cart.com/modules/mydownloads/ and click the name of the Zen Cart file. This
link will take you to SourceForge.net, a popular website which is the home of many Open Source
programs. From here you can download the Zen Cart program by clicking on the zip file. Download
Zen-Cart-v1.25d.zip or higher release number.

   2. Unzip the files onto your PC
To unzip your Zen Cart files onto your computer in Windows XP, double-click your My Documents
icon on your desktop, find the zip file you saved, and double-click the filename (if you don't have
Windows XP, you will also have to select WinZip from the program list) .

   3. Upload the files to your web host
If you don’t have an FTP program, get a free or trial version                      CuteFTP
such as CuteFTP or similar FTP program. There will be an easy                      www.cuteftp.com
“Wizard” to walk you through setting it up for your website. Use
the settings from your Pre-Installation Checklist.                                 CoffeecupFTP
                                                                                   www.coffeecup.com

Using your FTP program, make a directory called “store” (File – New Folder and name it store),
change to the new directory, and upload all the files into it (CTRL-A to select all files, then click the
UPLOAD button).

                      TIP: Make sure ALL your files get uploaded! If all the files do not upload
                      completely, your install may not be successful and/or the program may not
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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
                      function normally. It is difficult to track down this problem, so it is best to be
                      certain to prevent it. Either “synchronize ” using a site manager like
                      Dreamweaver or FrontPage, or upload twice using your FTP program.
                      IMPORTANT: DOUBLE-CHECK to make sure all the files uploaded completely.
                      Your installation will not succeed if any file is missing. This is one of the MOST
                      COMMON INSTALLATION PROBLEMS.
                      TIP: Some helpful information is included with your Zen Cart files in folder
                      'Docs', such as README-INSTALLATION.html. 'ReadMe' documents always
                      contain important last-minute information and instructions. View these files
                      by opening your Windows Explorer and double-clicking the file name.

     4. Temporarily Set File Permissions to 706**
Using your Pre-Installation
Checklist and your FTP PROGRAM
or your web host’s web-based
administration tool (not
osCommerce’s), you are now going to
change the file permissions on the
two following configuration files.

In CuteFTP, enter your ftp website
address (usually ftp.yourdomain.com
), start by entering your FTP
username and password that your
web host gave you, and the path to                                An FTP Program with permissions set to 706.
your domain’s folder.


1.     Change the file name of admin/includes/dist-configure.php to configure.php. To rename
this file using CuteFTP, RIGHT- click on the file. From the menu that appears select 'Rename' and
type in 'configure.php'.

2.   Change the permissions on configure.php to 777. To change the permissions of this file using
CuteFTP, RIGHT-click on the file configure.php and from the menu that appears select
'Properties/CHMOD' and type in 777.

3.    Repeat steps 1 and 2 for the file /includes/dist-configure.php (not admin/includes/dist-
configure.php).

4.      Change permissions to 777 on the following list of store files and folders:

_____ public_html/store/cache
_____ public_html/store/images
_____ public_html/store/media
_____ public_html/store/pub

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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
_____ public_html/store/images/attributes
_____ public_html/store/images/dvd
_____ public_html/store/images/large
_____ public_html/store/images/medium
_____ public_html/store/images/uploads
_____ public_html/store/images/large/dvd

_____ public_html/store/includes/languages/english/html_includes
_____ public_html/store/includes/languages/english/html_includes/classic

_____ public_html/store/admin/backups
_____ public_html/store/admin/images/graphs

                       TIP: Some hosts may have a security policy that does not allow you to set
                       permissions to 777, but only 666. Start with 777 first, and switch to 666 if
                       required.
                      SECURITY WARNING: **Set permissions initially to 706. Change it to 777 ONLY
                      if the program gives an error message telling you that the permissions need to
                      be changed. You MUST change the permissions again after installation for
                      security reasons.

                      TIP: Leave your FTP program open while you move on to the Installation
                      section in case you need to change some additional permissions.

   5. Create your database
Use phpMyAdmin, cPanel, or your web host’s web-based database administration tool to:

    •    Create an empty database
    •    Create a user, and
    •    Assign a user to the database.

Each web host will use a different or even custom database administration tool, so check out their
support section or contact them for specific directions on how to use it.


                   TIP: Using phpMyAdmin with Zen Cart? Get the 42-page Special Report, "Using
                   phpMyAdmin with osCommerce"
                   TIP: Using cPanel with Zen Cart? Get the manual "Zen Cart; Building an Online
                   Store the Zen Way"


After Database Setup:



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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
Once you have created your empty database, you will receive an information screen or email with the
exact database name, server location, and your username and password. SAVE AND PRINT THIS
DATABASE INFORMATION and keep it in a safe place – you will need it for the next step.

   6. Begin installing the Zen Cart program
Using your web browser, go to the following address:
http://www.yourdomainname.com/zc_install/

Please refer to your Pre-Installation Checklist for each item on the following
Installation screens.
               TIP: If your domain name is new, it may not be active yet – it can take up to 72
              hours. Instead, you will have to use your “IP Address” to install the program. Ask
              your web host for your site’s exact IP address.
                  If you are copying and pasting information into your install screens, and have
                 trouble, check to be sure you are not pasting extra SPACES at the beginning or
                 end of the words. This the most frequent cause of installation error messages!

This brings you to Screen 1, the “Welcome” screen:




After you have read the overview, click on the 'Continue' button.

Screen 2 - License Agreement



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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
This brings you to the License Agreement screen. This is your copy of the GNU General Public
License (GPL) license agreement. After you have read it, check the radio button 'I have read and
agree…' and click the CONTINUE button .

Screen 3 - Zen Cart System Inspection

This brings you to the Zen Cart Setup System Inspection Screen. If you have followed all the steps in
this chapter, you will see all green checkmarks or yellow notices, and you can move on to the next
step.


           TIP: The yellow exclamation points contain valuable information about choices you
           can make - click the 'Click here for more info' links to learn about those items.


If you see any errors, denoted by a large, red 'X' - then simply turn back to that section in this Chapter
3, and correct as needed.


           TIP: Don't close this Installer browser window, simply open your FTP program and flip
           back and forth between the two.




Then return to this screen, scroll to the bottom and click on the 'Re-Check' button. Repeat if
necessary until you have all green checkmarks.

Once your Zen Cart 'prerequisites', as they are called, have been successfully validated, go to the
bottom of this screen again and click on the 'Install' button.
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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
Screen 4 - Zen Cart System Setup

Here you will tell Zen Cart the physical and virtual locations of the Zen Cart files you uploaded, as
shown below:




The Zen Cart installer actually finds and recommends the relevant paths and locations of your files,
so while this looks daunting, it is actually pretty easy. Simply click the 'Save System Settings' button
to continue.

Screen 5 - phpBB Setup (optional)

The next Zen Cart setup screen is the optional 'phpBB Setup' screen. (phpBB is a discussion forum
program popular free and open source system. It means 'php Bulletin Board' and is a free and open
source program using the PHP scripting language). Leave the settings set to 'No' and at the bottom of
the screen click on the 'Save phpBB Settings' button.

Screen 6 - Database Setup Screen
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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
Next is the 'Database Setup' Screen, where you provide Zen Cart with the three pieces of database
information you created in cPanel about your database name, user name and password. Get out the
file where you stored this information for this step and enter it in the boxes numbered 1-3 in red text
below:




The rest of the items on this page have been selected for you by Zen Cart, and there is no need to
change them unless your web host has told you to or if the store would not install with them. So to
start with these 'default' settings, after entering your three items, click the 'Save Database Settings'
button.


           Tip: Some of these settings can be changed at a later date, though it is unlikely you
           will need to.


Screen 7 - Zen Cart Store Setup



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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
We are now on the Zen Cart 'Store Setup' screen, where you input basic store and owner details
which will be displayed throughout your store. Simply fill in your details, choose your default language
and default currency.


           TIP: Click 'more info' after any item for detailed help.




           TIP: Say 'Yes' to Store Demo - so that you can see how categories and products are
           set up in your Zen Cart Store. You can easily delete these 'demo' products later
           using the Admin's Catalog->Category/Products menu.

Click the 'SAVE STORE SETTINGS' button to continue.


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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
Screen 8 - Zen Cart Administrator Account Setup

This is where you create your initial username and password so you can log onto the Administration
part of your Zen Cart Store and specify the email address you want the system to identify as the
Administrator. For example, if you lose your Admin password, you can click 'Resend Password' to
have the store send a new one to you at this email address.




           TIP: Type whatever name and password you want - but be sure to remember it!
           Write it down and file it safely with your other store account information, your web
           host Welcome message and cPanel information.

You will need this username and password in the next chapter to access the Zen Cart Admin, to
customize your store.

Click on the 'Save Admin Settings' button.

Screen 9 - Setup Finished

Click the text link 'Go to my Store' to see how it looks.




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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
   7. Set Security and Permissions
Using your FTP program for all items in this section, you MUST do the
following:

                   SECURITY WARNING: You MUST delete the Install folder AND change the
                   permissions on your configuration files as instructed, or your store will be a
                   security risk.

  Do this:                                                      To the following folder:
A For security, DELETE the Install folder. If you ever need it  zcinstall
  again you can re-upload it from your personal computer:
  (RIGHT-click it, then select DELETE from the drop-down menu):
B For security, change configuration file permissions to 444,   /includes/configure.php
  read-only:                                                    admin/includes/configure.php

Installation Problem-Solving
If you’ve had any difficulty with your installation, check again to be sure that you have set the
appropriate file permissions for each folder or directory that requires it. That usually fixes 99% of
installation problems.

If you still have difficulty, the osCommerce Technical Manual contains solutions to the top 25
osCommerce errors. See the back of this Quick Install Guide for more information.

                 Technical Help Procedure:
                 1. Read your Manual.
                 2. Ask your email group for more help, such as osCommerce-
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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
                 Newbies@yahoogroups.com or Zencart-Newbies@yahoogroups.com
                 3. Go to the technical forums and search for a similar problem (www.zen-cart.com)
                 4. When all else fails, pay for technical support or use a web host that supports
                 Zen Cart.

If you continue to receive permissions warnings, try setting configure.php to read-only, 444. This
warning is due to the security settings on some web hosts’ servers. Check with your web host for
more information.




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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
Log onto your private Zen Cart Admin for the First Time: Using your web browser, go to the
following address: http://www.yourdomainname.com/admin

          BOOKMARK your new Admin page or add it to your
          “FAVORITES” List NOW! You will be going there every day
          from now on.

          This brings you to your private Admin Login Panel:




          This brings you to the Zen Cart Main Administration Menu:


                                                                                       Admin Home | Online catalog | Support Site | Logoff
                   Configuration Catalog Modules Customers Locations/Taxes Localization Reports Tools Gift Certificates/Coupons Extras


Initial Setup Summary: Detailed instructions for each step follow this summary. You will use the menu
items highlighted in yellow in the menu above.

   1. Remove the Demo User for security reasons in TOOLS - Admin Settings.
   2. Set Your Configuration – My Store Settings.
   3. Enter Products into your store in CATALOG– Contents.
   4. Set up Payment & Shipping Info in MODULES– Payment & Shipping.
      Set up Taxes in LOCATIONS/ TAXES. Uses settings on several menus, so follow this
   5.
      carefully.
   6. Enter your Welcome or “MainPage” Text in TOOLS - File Manager.
   7. Edit your Information Pages - Privacy and Shipping in TOOLS - File Manager.
   8. Upload your company's logo or header using your FTP Program.
   9. Upload new button sets to match your new store using your FTP Program.



               RULE #1: ALWAYS back up before making any changes, and always work on a
               copy, not the original. You MUST develop a disaster prevention procedure and back
               up regularly. Draft pages in your email program or other editor, save copies in a safe
               place.


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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
If you have any difficulty, get technical help or get detailed instructions in the Zen
Cart manual at osCommerceManuals.com.

   1. Remove the Demo User in TOOLS - Admin Settings.

From the top navigation bar, click Tools, then Admin settings. This bring up the 'Admin Settings '
screen:




Click on the Admin account 'Demo' to highlight it, click on the RED 'delete' button, and confirm that
you want to delete this account. You have now removed the 'demo Admin' account.

   2. Set Your CONFIGURATION – My Store Settings.

This is where you tell your store where things are and how you want it to look. The “My Store” menu
tells your store its new name, your (store owner's) name, email address, and other details that will be
displayed throughout many areas of the program.

From the Main Administration Menu, click My Store. Look at ALL menus in Configuration, but for
now change only items that you KNOW need to be changed. Be sure to edit the following:

Store Name                Your Store's Name
Store Owner               Your Owner Name - printed on store documents and emails
                          What country your company is located- necessary for taxes & shipping to calculate
Country
                          correctly
Zone                      Your State or Province - necessary for taxes & shipping to calculate correctly
Store Address             Your Store Address and Phone- printed on store documents and emails including
and Phone                 the Contact Us page and invoices/packing slips.



   3. Enter your Product Information in CATALOG - Contents:

First you must set up your product categories – like store departments- then you can enter the
product information.

A. To enter product information, from the top Administration navigation bar , under CATALOG,
click Categories/Products. Look at the Demo products to see how they have been set up. Delete
the Demo stuff before you launch your store.

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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
B. Then create your own CATEGORY : Remember, like a department in a store, or a chapter in a
paper catalog. Click the NEW CATEGORY button, enter the category name and any other details you
wish, and click SAVE. Now move into your category by clicking the FILE FOLDER picture. You are
now in your new Category.

C. Enter a new PRODUCT: Click the NEW PRODUCT button, fill in at least the product NAME,
MODEL, and WEIGHT.

You can add details later. Click the PREVIEW button, then SAVE. Repeat for all your products.

           TIP: Enter ONE category and ONE product to test your site, THEN enter the remaining
           products when you know you have done it properly. You can easily MOVE, EDIT or DELETE
           products if necessary.

   4. Set up Payment & Shipping:

Specify methods that customers will be allowed to use to pay, shipping companies you will use, and
the screens that will appear during checkout.

From the main Admin menu, select MODULES – Payment. Choose a payment method including
checks, PayPal, or manual credit cards if you are currently a retailer who processes credit cards.
Click INSTALL or EDIT for each method and follow the instructions.

MODULES – Shipping. Choose a shipping method including flat rate, per item, UPS and more. Click
INSTALL or EDIT for each method and follow the instructions.

5. Set up Taxes:

This is a 4-step process for most stores, but some will need additional setup to work correctly. You
MUST do some test purchases to be sure your taxes are working as intended. If you have any
difficulty, seek technical assistance.

1. Check to be sure you                    CONFIGURATION - My Store - Zone
   have specified the My
   Store Zone for your store
2. Check to be sure your    239 countries are already listed. Get your country's code at
   Country is listed.       www.iso.org Click LOCATIONS/TAXES, then select 'Countries'.
3. Check to be sure your    Countries -Zones -Most countries are already divided into zones. If
   Country's Zone is listed.your zone is not listed, you may add it here. Click
                            LOCATIONS/TAXES, then select ' Zones'.
4. Create Zones Definitions Create your store's custom zones definitions which appear on store
                            documents. Click LOCATIONS/TAXES, then click 'Zone Definitions'.
5. Create Tax Class(es)     The name of the tax. Click LOCATIONS/TAXES, then select
                            'Classes'.
6. Create Tax Rate(s)       How much is the tax. Click LOCATIONS/TAXES, then select 'Tax
                            Rates'.

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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
   5. Enter your Welcome Text in TOOLS - Define Pages Editor:

From the Main Administration Menu, click TOOLS, then Define Pages editor. Open file
define_main_page.php and type the text you want.

6. Edit Your Information Pages:

This includes your Shipping, Privacy Policy, and Conditions of Use pages.

Edit exactly as welcome page text above, but instead of define_main_page.php the file names
are:

Page Title                  Explanation
                            Customize your 'Checkout Success' page - a page to which your
                            customer returns after completing payment for their order, typically
define_checkout_success.php
                            saying something like 'Thank You For Your Order - You Will Shortly
                            Receive Your Order Confirmation e-Mail'.
                            Customize your 'Terms of Use' page - typically a legal liability
define_conditions.php
                            disclaimer.
                            Customize your 'Contact Us' page - a page where you explain how
define_contact_us.php
                            customers can contact you and also displaying an email form.
                            This is a 'spare' page, which can be customized for any purpose and is
define_page_2.php
                            displayed in the 'Information' sidebox.
                            This is a 'spare' page, which can be customized for any purpose and is
define_ page_3.php
                            displayed in the 'Information' sidebox.
                            This is a 'spare' page, which can be customized for any purpose and is
define_ page_3.php
                            displayed in the 'Information' sidebox.
define_privacy.php          Customize your 'Privacy' page with your Privacy Policies.
                            Customize your 'Shipping & Returns' page with your Shipping and
define_shippinginfo.php
                            Returns Policies.



   7. Upload Your Company's Logo:

This “sneaky trick” works for logos in GIF format only. If not, get technical help. Get more "Sneaky
Tricks" for free in "10 Sneaky Tips & Tricks" from osCommerceManuals.com. Rename your logo
logo.gif and when you upload it, it will "over-write" the existing logo!

Follow the FTP instructions in Part I of this Quick Install Guide to upload your logo to the folder
‘/includes/classic/images/logo.gif’.



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From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
   8. Upload new Button Sets to match your new store:

Select a set of FREE buttons from our Button Library to match the new
look you want in your store!

Follow the FTP instructions in Part I of this Quick Install Guide to
upload your new buttons to
catalog/includes/languages/english/images/buttons/.


There are dozens more ways to jazz up your store using our manuals. See
osCommerceManuals.com for more information on customizing your Zen Cart store.




                         “User-Friendly Spoken Here.”

These directions in this Quick Install Guide are greatly abridged
excerpts from user-friendly books at osCommerceManuals.com.
There is not room in this Quick Install Guide to explain why, or deal
with possible exceptions, or to help you with many of the other
changes you wish to make to your store.

The osCommerce Manuals Series contains detailed, illustrated help
on harnessing ALL the features of this powerful program. Fully
illustrated with screenshots of EVERY step, and a wealth of other
resources to help you! Contains Cheatsheets, Checklists, and cheap                                  osCommerceManuals.com is a
                                                                                                  real osCommerce-based store like
or free resources to make running your store easy.                                                Zen Cart, with lots of free stuff so
                                                                                                   you can “buy” stuff as you try the
Books are available for immediate download, or in paperback, from                                         program risk-free.

www.oscommercemanuals.com



This FREE Zen Cart Quick Start Guide for Installation & Initial Setup
contains instructions from Zen Cart: Building an Online Store the Zen Way, copyright 2005 by
Kerry Watson & Matthew Therrien. May be distributed freely as long as this copyright statement
remains intact.
WARNING AND DISCLAIMER
This publication is NOT a substitute for professional advice for your particular situation. Every effort has been made to make this
information as complete and accurate as possible, but no warranty or fitness is implied. The information is provided on an AS-IS basis.
The author and the publisher have neither liability nor responsibility to any person or entity with respect to any loss or damages arising
from the information contained in this publication.


                                                                    17

From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien
                                                                  18

From the manual Zen Cart: Building an Online Store the Zen Way,
by Kerry Watson & Matthew Therrien

				
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Description: Before you begin, fill out this Pre-Installation Checklist completely. This will allow you to have all the information you will need during installation and configuration in one place. This will save you many, many hours of back-and-forth figuring out little, just-one-more things.