CHAPTER 1: Welcome to Magento 3 Resources 4 Join the Conversation 7 CHAPTER 2: About This Release 9 System Requirements 10 Compatibility Check 10 Installing Magento 11 Part I: Magento Installation 11 Part II: Magento Installation 19 Reinstalling Magento 24 Using a Staging Environment 24 Prelaunch Checklist 25 CHAPTER 3: Your Magento Account 27 Sharing Your Account 30 CHAPTER 4: Quick Tour 33 Customer Journey 34 Attract New Custo
Trang 1Community Edition
User Guide
Trang 2Getting Started 1
Updated: 7/6/2015 Copyright © 2015 Magento, Inc All rights reserved
Trang 4Cookie Restriction Mode 104
Magento Community Edition User Guide, Version 1.9.2iv
Trang 5CHAPTER 13: Creating Products 165
Trang 6Product Alert Run Settings 243
Magento Community Edition User Guide, Version 1.9.2vi
Trang 7Clearing the Swatch Cache 295
Trang 8Marketing & Promotions 341
Trang 10Positioning Blocks 466
Magento Community Edition User Guide, Version 1.9.2x
Trang 112 Columns with Right Bar 507
Trang 12Customers 545
Magento Community Edition User Guide, Version 1.9.2xii
Trang 13Remember Me 599
Trang 14Saved Credit Cards 652
Magento Community Edition User Guide, Version 1.9.2xiv
Trang 15Settlement Reports 685
Trang 16CHAPTER 49: Basic Shipping Methods 715
Magento Community Edition User Guide, Version 1.9.2xvi
Trang 17EU Place of Supply 802
Orders, Invoices, Credit Memos, Display Settings 836
Trang 18Magento Community Edition User Guide, Version 1.9.2xviii
Trang 20CHAPTER 61: Index Management 941
Magento Community Edition User Guide, Version 1.9.2xx
Trang 21Cron (Scheduled Tasks) 996
Customer Information Leak through Recurring Profile 1045
Trang 22Cross-site Scripting Using Authorize.Net Direct Post Module 1047
Malicious Package Can Overwrite System Files 1047
Magento Community Edition User Guide, Version 1.9.2xxii
Trang 24Welcome to Magento!
About This Release
Your Magento Account
Quick Tour
Trang 25Magento Community Edition is a feature-rich eCommerce platform, built on source technology that provides online merchants with unparalleled flexibility andcontrol over the look, content, and functionality of their eCommerce store Magento’sintuitive Admin features powerful marketing, search engine optimization, and catalogmanagement tools to give merchants the power to create sites that are tailored to theirunique business needs Designed to be completely scalable, Magento CE offers
open-companies a stable, secure, customizable eCommerce solution
Magento Community Edition
Trang 264 Magento Community Edition User Guide, Version 1.9.2
Resources
Magento provides a wealth of business and technical resources, self-help tools, and services
to help you succeed
Product Documentation
Whether you’re a merchant, designer, developer, orall of the above, this is where you’ll gain a deeperinsight into how you can leverage the power ofMagento to grow your business
Trang 27The Magento forums provide access to a network ofdedicated Magento enthusiasts who share tips,tricks and support
Blog
Check out the Magento blog for the latest informationabout new features, trends, best practices, upcomingevents, and more!
Webinars
Expand your horizons! Register to attend theupcoming Magento webinar, or catch up on previous,archived webinars
Training & Certification
Learn to unleash the power and flexibility of Magento
We provide training for every role in your business,including marketers, designers, developers, andmore Experienced Magento professionals canvalidate their real-world skills by earning Magentocertification
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Partners
Need help to set up or fine-tune your store?
Magento’s certified developers and consultants areexperts in store setup, design, integration andmarketing Find a certified expert and jumpstart yourbusiness today!
Expert Consulting Services
Magento’s Expert Consulting Group (ECG) helpsMagento merchants and Solution Partners maximizetheir success Our experts offer comprehensiveanalysis and best practice recommendations, fromarchitecture planning through post-deployment
Trang 29Join the Conversation!
Keep up with the latest news from the ecosystem, and connect with other merchants anddevelopers on social media networks
Trang 308 Magento Community Edition User Guide, Version 1.9.2
Google+
Add us to your circle on Google+
YouTube
Learn while you watch videos
on our YouTube channel!
Meetup
Find a Magento Meetup near you!
Trang 31Magento Community Edition1.9.2 provides merchants with many enhancements thatmake it easier to build and maintain a high quality and secure site, including:
l Automated Magento Test Framework
l Technology updates and quality improvements
l Security enhancements
To learn more, see theRelease Notesin the Appendix of this guide
Important! Use Magento Community 1.9.0 or later for all new installations and upgrades
to ensure that you get the latest fixes, features, and security updates
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PHP 5.5SSL A valid security certificate is required for HTTPS Self-signed
certificates are not supported
Supported Technologies
Redis Redis can be used for session or cache storage
Memcached Memcached can be used for session or cache storage
Apache Solr (Magento Enterprise Edition only)
Can be used as an alternate search engine
Visit our website for theSystem Requirementsof previous releases
Compatibility Check
The magento-check script tests your server against the system requirements, and generates
a report You can download the script from our website
To check the compatibility of your server:
1. Download themagento-checkfile to your computer
2 Extract the archive anywhere on your computer Then, upload the extracted file,
magento-check.php, to the Magento directory on your server
3. Use your browser to navigate to the following page in your Magento directory:
magento/magento-check.php
Trang 33Installing Magento
Magento Community Edition is open source software and can be downloaded for free
Developers can modify the core code and add features and functionality by installingextensions from theMagento Connectmarketplace
Because Magento does not provide technical support for this software, you can benefit fromthe knowledge of experts in the community for help with the installation and configuration.Answers to many technical questions can be found on ouruser forum
After you verify that your hosting environment meets thesystem requirements, you can
download Magento Community Editionfree of charge from the Magento community site.Although optional, we recommend that you register on our site so you have access to theforums, wiki, groups, screencasts, and other resources the community has to offer
Magento Community Edition is licensed under the Open Software License (OSL) v3.0, anopen source certified license To learn more, see theLicense / Trademark FAQon our site
Part I: Magento Installation
During the first part of the installation, you will download the scripts and sample data filesneeded to install Magento You will also set up permissions on the server, and create a newdatabase
Downloader
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Step 1: Download the Magento CE Downloader Script
1. Go to the Magento Community Editiondownloadpage
2. In the Downloader section, select one of the following formats for the archived downloader.The archive file name is: magento-downloader-x.x.x.zip (or tar.gz, or tar.bz2) The size ofthe archive is approximately 46K
l zip
l tar.gz
l tar.bz2
3 Click the Download button While the file is downloading, take a moment to look over the
resources on theMagento Communitypage
4. Extract the archive to a directory of your choice on your local computer The name of theextracted file is: downloader.php
Step 2: Download the Sample Data
Magento provides sample data with examples of products and basic content pages to helpyou get started When you are ready to build your own catalog, you can reinstall Magentowithout the sample data This step is recommended, but is not required
1 In the Sample Data section, Select your format for the archived sample data.
2 Click the Download button, and Save the file anywhere on your local computer The file
name is: magento-sample-data-x.x.x.zip (or tar.gz, or tar.bz2) The size of the archive isapproximately 10MB
Magento provides sample data with examples of products and basic content pages to helpyou get started When you are ready to build your own catalog, you can reinstall Magentowithout the sample data This step is recommended, but is not required
3 In the Sample Data section, Select your format for the archived sample data.
Trang 354 Click the Download button, and Save the file anywhere on your local computer The file
name is: magento-sample-data-x.x.x.zip (or tar.gz, or tar.bz2) The size of the archive isapproximately 10MB
Sample Data Download
Step 3: Upload the Downloader Script to Your Server
Use an FTP or SFTP tool to copy the extracted downloader script to the root www directory
of the server (The root www directory is usually named public_html.) As an alternative,you can copy the file to another subdirectory, such as /store
Step 4: Grant File Access Permissions
For the Magento Installer to work correctly, the top-level Magento directory on the server,and all directories beneath it must have correct permissions To learn more, see theKnowledge Base article:Recommended File System Ownership and Privileges
Step 5: Set Up the Store Database
1. Create a new, empty database using one of the following methods:
l Use phpMyAdmin or a similar tool provided by your hosting company For instructions,see the documentation for the specific tool
l MySQL command line
2. Create a new user with full permissions to the database Then, write down the following
information:
dbname The database name
dbuser The name of the database user
dbpassword The password for the database user
Step 6: Upload the Sample Data to Your Server
If you want to use the sample data, it must be installed now If you are ready to add yourown products, skip this step You can use either of the following methods to install thesample data:
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Method 1: FTP or SFTP
1. Extract the sample data archive that you downloaded in Step 2, to a directory of yourchoice on your local computer The file name is similar to: magento_sample_data_for_x.x.x.sql
The archive contains an SQL script with a dump of the sample data, and amedia/catalog folder with category and product images
Sample Data Archive
2. Use an FTP or SFTP tool to copy the media folder and its subdirectories from yourlocal computer to the magento installation directory on the server Depending on yourserver, the path will look something like this:
/var/www.magento/media /var/www/html/magento/media
3. Use an FTP or SFTP tool to copy the magento sample data script to the server A goodplace to put it is in the media/catalog folder
/var/www/magento/media/catalog /var/www/html/magento/media/catalog
4. Do one of the following:
l Use phpMyAdmin, or a similar tool to run the sample data script and import thedata into the new database
l On the command line, enter the following:
mysql -u <root user> -p <magento-name> < <path-and-filename of script>
db-Method 2: Command Line
If you prefer to install the sample data from the command line, see this Knowledge Basearticle, under the heading:Installing Optional Sample Data
You’re ready to install Magento!
Trang 37Step 7: Run the Magento CE Downloader
1. From your browser, navigate to the location of the Magento downloader on your server TheMagento Downloader welcome page appears
Welcome
2. To validate your server environment, click the Continue button If error warnings appear,correct the errors and click the Check Again button
Validation
3. When you pass the validation test, do the following:
a Enter the following Database Connection information:
l Host
l User Name
l User Password
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Database Connection
b Click the Check InnoDB button to confirm the connection.
c When you receive confirmation that the credentials are valid, click the Continue
button
4. On the Magento Connect Manager Deployment page, do the following:
Magento Connect Manager Deployment
a In the Loader Protocol section, set Magento Connect Channel Protocol to one of the
following:
HTTP (Recommended) HTTP is faster than FTP
FTP Choose FTP if outgoing connections are not allowed in your hosting
environment
Trang 39FTP Connection (Recommended) FTP allows you to upload files to the
server without changing read/write/executepermissions After choosing FTP connection, completethe following with information provided by your FTPserver administrator:
Host Name Enter the host name of
the FTP server
Credentials Enter the FTP credentials
provided by your FTPserver administratorInstallation Path Enter the path where
Magento CE will beinstalled The installationpath points to the samedirectory that containsthe downloader.php file
Local Filesystem Deploying through the local file system requires the
Apache account permissions to be changed When theinstallation is complete, contact your server
administrator to update the file permissions
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If the web server user can't write to the magento directory,
do not proceed It’s most likely an ownership issue, ratherthan a permissions issue
d To verify the connection, click the Check FTP button You will not be able to continue
if any of the deployment parameters are invalid After the FTP connection is verified,
click the Continue button.
5. When the Magento Installation Wizard appears, do the following:
Magento Installation Wizard
a Set Magento Connect Channel Protocol to the same protocol you selected in the
previous step (Options include: HTTP/FTP)
b. Custom permissions determine how read, write, and execute permissions are applied
to the downloaded folders and files Set Use Custom Permissions to one of the
following:
Yes The Magento CE administrator can execute, write, and read files in the
downloaded folders In the Folders and Files fields that appear, specifyvalues in the octal number system to denote the permissions that theMagento administrator has for folders and files on the server
No Custom permissions are not specified for downloaded folders and files
In this case the system default values are used:
0777 Folder permissions to read, write, and execute
0666 File permissions to read and write
c Set Deployment Type to the type specified in the previous step (Options include:
Local Filesystem/FTP)
Trang 41d When you are ready to start the download, click the Start the Download Process
6. CompletePart IIof the installation
Part II: Magento Installation
During the second part of the Magento installation, you will complete the initialconfiguration, and create an admin account
Process Overview:
Step 1:Run SetupStep 2:License AgreementStep 3:LocalizationStep 4:ConfigurationStep 5:Create an Admin Account
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Step 1: Run Setup
From your browser, enter the path to your Magento installation Depending on theinstallation location, it is similar to one of the following:
http://[your_domain]/magento http://www.[your_domain]/magento http://www.[your_domain]/[directory]/magento
Step 2: License Agreement
Read the terms of the Magento Community Edition End User License Agreement If you
agree to the terms, click the Continue button.
Trang 43Locale Settings
Step 4: Configuration
1. In the Database Connection section, do the following:
a Set Database Type to “MySQL.”
b In the Host field, enter the server's fully qualified host name or IP address If your
database server is on the same host as your web server, enter “localhost.”
c. Refer to the database credentials fromPart 1: Step 5,and enter the following:
Database Connection
2. In the Web Access Options section, do the following:
a Enter the Base URL for the Magento store.
b In the Admin Path filed, enter the base URL for the store’s Admin Panel (The default
value is “admin.”)
c To display charts in the Dashboard, select the Enable Charts checkbox.