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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

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Community Edition

User Guide

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Getting Started 1

Updated: 7/6/2015 Copyright © 2015 Magento, Inc All rights reserved

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Cookie Restriction Mode 104

Magento Community Edition User Guide, Version 1.9.2iv

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CHAPTER 13: Creating Products 165

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Product Alert Run Settings 243

Magento Community Edition User Guide, Version 1.9.2vi

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Clearing the Swatch Cache 295

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Marketing & Promotions 341

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Positioning Blocks 466

Magento Community Edition User Guide, Version 1.9.2x

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2 Columns with Right Bar 507

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Customers 545

Magento Community Edition User Guide, Version 1.9.2xii

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Remember Me 599

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Saved Credit Cards 652

Magento Community Edition User Guide, Version 1.9.2xiv

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Settlement Reports 685

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CHAPTER 49: Basic Shipping Methods 715

Magento Community Edition User Guide, Version 1.9.2xvi

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EU Place of Supply 802

Orders, Invoices, Credit Memos, Display Settings 836

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Magento Community Edition User Guide, Version 1.9.2xviii

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CHAPTER 61: Index Management 941

Magento Community Edition User Guide, Version 1.9.2xx

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Cron (Scheduled Tasks) 996

Customer Information Leak through Recurring Profile 1045

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Cross-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

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Welcome to Magento!

About This Release

Your Magento Account

Quick Tour

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Magento 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

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4 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

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The 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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6 Magento Community Edition User Guide, Version 1.9.2

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

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Join the Conversation!

Keep up with the latest news from the ecosystem, and connect with other merchants anddevelopers on social media networks

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8 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!

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Magento 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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10 Magento Community Edition User Guide, Version 1.9.2

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

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Installing 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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12 Magento Community Edition User Guide, Version 1.9.2

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.

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4 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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14 Magento Community Edition User Guide, Version 1.9.2

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!

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Step 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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16 Magento Community Edition User Guide, Version 1.9.2

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

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FTP 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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18 Magento Community Edition User Guide, Version 1.9.2

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)

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d 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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20 Magento Community Edition User Guide, Version 1.9.2

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.

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Locale 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.

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