How To install the NetMAX Interchange package

Purpose:

This document outlines how to purchase and install the NetMAX Interchange package on your NetMAX server.

Prerequisites:

This document assumes the following:

The reader is executing the procedure herein on a supported platform, as defined here.
The person performing this procedure can log into the target NetMAX system as the administrative user.
The person performing this procedure is familiar with the basics of operating a NetMAX server, as outlined in the NetMAX Server Manual.

OBTAINING A LICENSE
Purchase the license code for the Interchange package from the NetMAX Store .
The proper procedure for making a purchase through the NetMAX Store is to log in with your Store userid and password, before making any purchases.
If you do not currently have an account on the NetMAX store,create one and log in before purchasing the license code. These steps are necessary so that Cybernet Systems can more easily assist you in the future if there is a question regarding NetMAX products you have purchased.
The license code can be found by typing the word interchange into the search box in the upper left of the NetMAX Store.
Follow the normal procedure to purchase the license code, which will be sent via email to the location specified in the NetMAX Store account.

Once you have received the license code, in the NetMAX interface of the server on which the Interchange package will be installed, access HOME|System|License Management.
In the Currently Installed License numbers table, enter the license code from the last few steps, but do not click the “+” icon yet.
Note the Registration Activation Key in the lower left of the table.
Keep the license management window open, and a new browser window.,
In this new browser window access NetMAX online registration .
Login and register the license number, using the Registration Activation Key noted earlier.On the resultant page, the Registration Code for your NetMAX Interchange license number is displayed. Enter this Registration Code into the NetMAX window you kept open earlier, to the right of the new license number.
Click the “+” icon to add the new license number and registration code to your NetMAX.
Click the APPROVE button.
Click the COMMIT ALL button and wait for the commit.

SETTING UP A WEBSITE
Using the Files Manager interface, create the following directory: /root/var/mnt/System/Web/interchange
Owner: root
Group: root
Owner = Read / Write / Searchable
Group = Read / Searchable
Others = Read / Searchable

Using the Files Manager interface, create the following directory: /root/var/mnt/System/Web/interchange/foundation
Owner: root
Group: root
Owner: Read / Write / Searchable
Group: Read / Searchable
Others: Read / Searchable

Access HOME|Services|WWW
Click the CREATE button.
Ensure that http is selected for Protocol
Specify /foundation for URL Path
Specify /Web/interchange/foundation for Path

Click the OPTIONS tab.
Ensure that Enable CGI Execution and Enable .htaccess to Override Defaults are both checked.

Store and commit these changes.

DOWNLOADING AND INSTALLING PACKAGES
Access the NetMAX Package Manager. (HOME|System|Package Management)
Click the ADD button.
Ensure that is FTP is selected for Mode.
Click the DOWNLOAD INDEX button to ensure you have the latest list of packages.
Once the Index download has finished, select the entry NetMAX/Addons from the Index of Categories pulldown menu.

Install the following packages:

interchange-foundation-demo-4.8.6-4.01.1.i386.rpm

With a web browser, you should now be able to access
http://<yourservername>/foundation

(The URL above will differ from the value you must supply, e.g. Replace <yourservername> with the hostname of your NetMAX server)

You will be presented with the option of entering the Admin interface, or the Customer interface. Enter the admin interface and log in with these credentials:

Username: interch
Password: pass

You will be presented with an interface from which you can begin to customize your store. In the upper-right of the window, you may click the “Help ?” image to access Interchange documentation.

Click the “Administration” button, and the select “Wizard” to get a quick start on store customization!

After completing the Wizard, you should perform the following steps, logged into the interchange admin interface:

WARNING: You must have completed the Wizard through the Launch phase before continuing with this document.

SETTING PREFERENCES
Click the Administration link in the upper-middle of the page.
Click the Preferences link.
Click the Company link.
This should bring you to a screen listing the properties of your company (e.g. Address, City,Company,Fax,Phone)
Place a check in the code column in all rows of the table, as in the image below:.

Click the Edit checked records in sequence button.

You are now in property edit mode.
Replace the errant information in the middle INPUT field with the correct value.
Click the OK button.
Repeat the last two steps until all information has been corrected.
(Last field to change is TOLLFREE)

Click the Tax link in the upper part of the page. (To the right of Info)
Remove any unnecessary entries by clicking the “X” to the right of each row.
Add any necessary Taxable locations.
Click the Update button.
It may seem that nothing happens, but a message stating that you need to apply changes for them to take effect will appear below the words Tax Configuration.

Click the Payment link in the upper part of the page. (To the right of Shipping)
Ensure that all accepted methods are “Accepted”
Ensure that all other methods are “Not Accepted”
Click the Update button.

Click the Access link in the upper part of the page. (To the right of Payment)
In the list of users, select “interch”
Click the “Delete user” button
Click “OK” in the warning dialog box.
Click any of the Apply Changes links to apply changes.

CONFIGURING FIREWALLS
You may have to add rules to your firewall to allow the web server to communicate with other machines if you have selected UPS and/or Federal Express shipping methods.
If you have selected UPS, the remote server is www.ups.com, for FedEx: www.fedex.com.

You will need 2 firewall rules for each shipping method you wish to use.
The format of the firewall rules should be the following:

• Rule 1:
  Type: “Forward” if firewall is not same as webserver, “Input” if firewall is on same machine as web server.
  Action: “Accept”
  Protocol: “tcp”
  Source Address->IP Address/Network: “www.ups.com” or “www.fedex.com” as appropriate.
  Source Port: “80”
  Destination->IP Address/Network: “hostname.domain” where hostname.domain is the IP address or hostname of the NetMAX running Interchange.
  Destination Port: 1024-65535,80,443

• Rule 2:
  Type: “Forward” if firewall is not same as web server, “Output” if firewall is on same machine as web server.
  Action: “Accept”
  Protocol: “tcp”
  Source Address->IP Address/Network:“hostname.domain” where hostname.domain is the IP address or hostname of the NetMAX running Interchange.
  Destination Port: 1024-65535,80,443
  Destination->IP Address/Network: “www.ups.com” or “www.fedex.com” as appropriate.
  Destination Port: “80”

At this point, your store is ready for personalization/customization and the installation process is complete!

It is recommended that you peruse the other documentation available to customers, in particular the HOWTO regarding SSL enabling your Interchange Store.