1. Execute SendSafe by clicking on the SendSafe Program Icon in the Window's START menu or by directly clicking on the file SendSafe.exe.
2. A message box will indicate that the Robot is not fully configured. This is correct, since we have not yet configured the system. Press the [OK] button. You will be asked to select or create a new storefront. You must select the default storefront to edit... do not attempt to create a new storefront yet.
3. The SendSafe Primary Setup dialog should be open at this point. This dialog is used to fill out information for each storefront in the system. For now we will only fill out the default storefront. We will add our specific storefronts later. The default storefront is used as a template for all additional storefronts. Values entered into the default storefront will be used to initialize new storefronts are they are created.
4. You must enter values into the Primary Setup dialog for each item listed in the table below. These values will be used as default values for all the storefronts you create. If you do not enter values for these entries the system will not run.
Passwords that are entered through this dialog box will be encrypted before they are saved to the Storefront.config file. Passwords can be manually entered into the config file, but they will not be encrypted. Encrypted passwords all begin with the '#' as a prefix. Any clear text passwords must not begin with a '#' or the system will try to decrypt them and fail.
You can re-open the SendSafe Primary Setup dialog any time you like by selecting the option from the SendSafe menu "Setup - Primary Setup."
The required items in the Primary Setup dialog are:
| Entry field name | Description |
| Name of FTP Server
see note (1) |
(Optional - for most installations leave default "<none>" or the) name of FTP Server which will be used to access your web site: i.e. ftp.website.com. You can use either ftp or direct file access to the web server (i.e. e:\Inetpub\xxxx) for uploading files. Be very careful with this entry, any mistakes will cause the robot to generate errors.
This entry must be completed if direct file access from the robot to to the web will not be used. |
| FTP User Id
see note (1) |
(Optional - for most installations leave default "<none>" or the) ftp user account used for access to web site.
Entering <none> will configure the robot for "Direct Access" (see below) This entry must be completed if direct file access from the robot to to the web will not be used. |
| FTP User Password
see note (1) |
(Optional - for most installations leave default "<none>" or the) ftp user account password. (note: ftp Internet passwords are sent as clear text. This is how all ftp programs must work. Do not use the same password for ftp and secured resources such as privileged LAN/WAN logons accounts).
Entering <none> will configure the robot for "Direct Access" (see below) This entry must be completed if direct file access from the robot to to the web will not be used. 30 char max length |
| Web Server Root Directory
see note (1) |
The complete path to the root directory of your web site: i.e.
A. For Direct File Access "e:\inetpub\myweb" B. For FTP Access = "/user/webs/mycompany". Any trailing '/'s on the directory path will cause SendSafe to fail. WARNING: DO NOT USE THE WORD \TEMP or /TEMP in this path. "\TEMP" is an illegal entry. (also see Correcting Configuration Problems in this guide and FTP Problems in the User's Guide). You must be very careful to get this entry exactly right (this entry is in many instances case-sensitive - capitalization can make a difference). You may want to open an ftp program and "cut and paste" this directory from your working FTP program. Important Note:The robot will automatically select either ftp or direct file access based on the format of the location string... Strings with drive letters or forward slashes "\" will cause the robot to attempt direct file access... other location syntax will default to ftp access. |
| Perl JSOFClientId Script URL | (Optional - for most installations leave the default which is a placeholder URL) HTTP URL for the JSOFClientId.pl script i.e. http://www.yoursite.com/cgi-bin/JSOFClientId.pl. |
| Web Server Script Directory
see note (1) |
Enter the Location where the robot will upload it's CGI scripts (i.e. /cgi-bin or "c:\inetpub\Scripts" depending upon ftp access or direct file access). If ftp access is used then the ftp server must provide read/write access using the FTP UserId/Password entered above. If the FTP server does not provide r/w access then enter "<none>" this will disable uploading of the CGI ScriptS to the web server. You will need to manually upload the CGI Scripts to the web server if you disable this upload directory. This is not advised and should only be configured as a last resort. |
| SMTP E-Mail server name | The name of SMTP E-Mail server from which the robot will send e-mail i.e mailhost.yoursite.com |
| E-Mail User id / Password | E-mail account that will be used if pop-before-send security is enabled. Setup if POP before Send is required on your e-mail account. 30 char max length |
| Business E-Mail Return Address | This is the company e-mail address that will be used as return addresses in automated e-mail i.e. sales@yourcompany.com |
| ODBC DNS password | This is the password to the "MyStore" database for which you previously created an ODBC connection. |
| ODBC DNS secure password | This is the password to the "MyStoreCC" secure database for which you previously created an ODBC connection. |
| Notes:
(1) Direct file share access is easier and more secure... and therefore recommended over ftp access. If you use direct file share access then enter <none> for this entry. |
|
7. When all required items have been entered into the Primary Setup dialog THEN press the [OK] button. This will save your configuration and exit the SendSafe Robot program.
8. Setup website base URL. This critical step is required for all storefronts. Right now we will enter the URL for your website into the default storefront. Later, if you add addtional storefronts this value in those configuration files will need to be changed.
Open the global storefront file storefront config file and set WEBSITE BASE URL = http://www.yourwebsite.com.
The global storefront file can be opened using notepad or some other ASCII text editor. The name of the global storefront file is "jsof.config." This file can be found in the base directory into which sendsafe was installed.
9. setup all e-mail addresses.
Open the global storefront file storefront config file jsof.config and locate all E-Mail addresses and set them to value e-mail addresses. The easy way to do this is to do a search for "@" using notepad.exe.
ROBOT EMAIL ADDRESS = <cprompt.robot@mybiz.com> COMPANY EMAIL ADDRESS = sales@c-prompt-dev.com CC EMAIL LIST = kb@mybiz.com CC ADMIN LIST = kb@mybiz.com CC ALERT LIST = kb@mybiz.com
Make sure to setup POP before Send if your e-mail server requires this type of authentication before sending e-mail. Do not enter the password directly into this file. Use the Primary Setup dialog box. Entering clear-text passwords directly into this file can be done for testing purposes (this will bypass encryption).
EMAIL USERID = myusername EMAIL PASSWORD = #8743874930684365843564856 EMAIL POP BEFORE SEND = YES
10. Enter the unlock code and the name of the company.
Open the global storefront file storefront config file jsof.config and locate the entires listed below:
RECEIPT BUSINESS NAME = My Business UNLOCKCODE = 00000.00000The unlock code is found in the e-receipt you were e-mailed when SendSafe was purchased. Failure to enter this information correctly will result in error messages and the system refusing to process orders.
The SendSafe e-commerce system authenticates subscription permission on a continuous basis. Internet access for the SendSafe robot is required at all times for the e-commerce system to continue running. If the SendSafe robot does not have internet access or your subscription has expired then the SendSafe e-commerce system will stop processing orders.
11. Enter the ODBC DSN information into the SendSafe
jsof.config file
(see database setup
see also ODBC Database Connection).
The passwords for the MyStore and MyStoreCC DSN's should have already been entered into the setup dialog box. The following info is entered into the config file.
12. Make sure that the computer running the SendSafe robot has network access to the web server.
13. Make sure you have access to your e-commerce web site either direct fileshare (i.e. \\mysever\c$) or via ftp. If ftp will be used, it is recommended that you use a standard FTP program to check out the directory structure (using the same account you configured for the robot in Primary Setup). Open an FTP connection to your e-commerce site and make sure that you have both read & write access. Also it would be a good idea to check the default directory to make sure that this directory location matches the one entered into Primary Setup for the "FTP root directory for your web site".
Be careful, some FTP programs do not display the actual working directory, but instead display the directory that was logged into during connection. If you are not positive what your FTP program is displaying THEN use a command line version of FTP and type the "PWD" command after opening an ftp connection to your web site.
14. It's time to start up the SendSafe Robot again. Click on the Program Icon or select the SendSafe robot entry in the START menu.
15. The Robot's Program window should now be opened. If you get a "configuration error message box" (make a note of the error text at the bottom of the box which will indicate which configuration entry has not been made) THEN Press OK which will prompt you to select a storefront (select DEFAULT) then the Primary Setup Dialog will automatically open. In Primary Setup make sure that all entries have been made and make corrections as needed. Once corrections are complete you will then be prompted to shutdown the Robot and restart it… do this now THEN continue to the next step.
16. (Optional) Run the SMTP diagnostic tool