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ProductCart v4.1 Update Guide

A "Must Read"

Please READ THIS DOCUMENT CAREFULLY before updating your ProductCart-powered store.

  • A list of “To Do Items” is enclosed below. Make sure to review it and make the necessary changes.
  • Downloading the 4.1 Update files using the Check for Updates feature is not enough to successfully update your store.
  • That's because:
    • Your ProductCart-powered store may be running add-on's and special files that require additional steps
    • Some files that you have very likely customized will be overwritten (e.g. includes/languages.asp and pc/pcStorefront.css)
      Synchronize them with your version before uploading them to your store.

At the bottom of this page you can find a list of the main changes/fixed. Over 270 items (new features, improvements, bug fixes) were logged in our tracking system with regard to v4.1 of our shopping cart software. Some of the changes will not be visible to you in terms of new features, but you'll notice them as you use your updated ProductCart-powered store (for example, we substantially improved the performance of many export features).

Among the feature changes, please pay particular attention to the new Guest Checkout Options.

We hope you will enjoy version 4.1!


:!: IMPORTANT NOTE TO DEVELOPERS :!:
If you have made modifications to the source code that involved the Cart Array, please read the Developer Notes at the bottom of this page.

Applicability

Any v4.0 Installation

You can update to version 4.1 from any v4.0 installations, regardless of which service packs you did or did not install to your v4.0 store. If you are updating from a recent release (e.g. v4.0 SP3 or SP4), some of the files that you will be uploading to your store might be identical to files that already exist there.

v4.1 Service Pack included

If you downloaded the v4.1 Update after 08.12.10, the update files include Service Pack 1 for version 4.1. So you will not need to separately install that Service Pack. The version number should include “SP1”.

Backing Up Your Store

Make sure that you back-up your store before proceeding. This is a crucial step of the store update process: if something goes wrong, for any reason, you will be able to restore your previous installation.

To Do Items

Please see the list below to locate all the items that you need to download and install. A Legend below includes descriptions for the abbreviations used in the following table.

You are using… What you need to download and FTP to your server… How to get the files…
Main ProductCart file set
STD 4.1 Update from UMS Check for updates in the CP
BTO 4.1 Update from UMS Check for updates in the CP
STD + APP 4.1 Update from UMS Check for updates in the CP
BTO + APP 4.1 Update from UMS Check for updates in the CP
BTO + CM 4.1 Update from UMS Check for updates in the CP
BTO + APP + CM 4.1 Update from UMS Check for updates in the CP
Other Add-on's and files
Google Analytics Integration with GA has been recently updated Get the latest files
MailUp 4.1 MailUp Integration Files needed Get the 4.1-compatible files
eBay Add-on No specific update needed for version 4.1.
QuickBooks Add-on No specific update needed for version 4.1



Check For Updates is available in the Control Panel under Help.

Legend

  • STD = ProductCart standard version
  • BTO = ProductCart Build To Order version
  • APP = Apparel Add-on for ProductCart
  • CM = Conflict Management Add-on for ProductCart
  • eBay = eBay Add-on for ProductCart
  • QBK = QuickBooks Add-on for ProductCart
  • UMS = Update Management System
    This is the system that you access via the Check for Updates feature in your Control Panel. The system detects which version you are running and delivers the correct file.

Downloading the Update File

Depending on the version of ProductCart that you are using (Standard vs. Build To Order) and on the add-on's installed on your store, the Update Management System will prompt you to download the correct file. NOTE: if you receive a message indicating that your license is not eligible for updates, that's because your subscription to the Support & Updates Plan might have expired.

Double-checking the Downloaded File Name

You can double-check that you are indeed downloading the correct file by checking the file name against the following information.

  • If you are running the STANDARD version of ProductCart, the file that you downloaded should be named: ProductCart_v4.1_Update_date
  • If you are running the BUILD TO ORDER version of ProductCart, the file that you downloaded should be named: ProductCart_v4.1_Update_BTO_date
  • If you are running the BUILD TO ORDER version of ProductCart, with the Conflict Management Add-on, the file that you downloaded should be named: ProductCart_v4.1_Update_BTO_CM_date
  • If you are running ProductCart (STANDARD or BUILD TO ORDER) with the Apparel Add-on, the file that you downloaded should be named: ProductCart_v4.1_Update_APP_date
  • If you are running the BUILD TO ORDER version of ProductCart, with both the Apparel Add-on and the Conflict Management system, the file that you downloaded should be named: ProductCart_v4.1_Update_APP_CM_date

Unzipping the Downloaded Files

  • Unzip the files to a new directory on your desktop (e.g. “4.1 Update Files”).
  • Do not copy the unzipped files onto an existing set of ProductCart files.
  • If you want to have a copy of the entire ProductCart folder on your desktop, including the latest files, download the store to your desktop after you have finished the update process.

Updating Overwritten Files

List of Files

Some of the files contained in the ProductCart v4.1 update overwrite files that you have likely customized. These include:

  • pc/inc_footer.asp
    This is the file that might contain things such as your Google Analytics code.
  • pc/include-metatags.asp
    This contains your default meta tags. The file will be overwritten during the update. You will need to add your default meta tags to the new version of the file. You should do this before transferring the new files to your Web server. That is:
    • Locate the new version of the file in the pc subfolder of the file set you will be using to update your store, which you have located using the information above.
    • Edit the file by updating the default meta tags (you can copy and paste your default meta tags from the old version of the file).
    • Save the edited file. It will be uploaded to your Web server with the rest of the updated files.
  • pc/orderComplete.asp
    This file is overwritten as part of the 4.1 update. However, if you moved any tracking code (e.g. Google AdWords) to the file orderCompleteTracking.asp that was introduced with the 3.5 update, you do not need to take any further steps as that file has not been overwritten and therefore your tracking code was untouched.
  • CSS files:
    • pc/onepagecheckout.css
      This is the file that contains most of the styles used by One Page Checkout.
    • pc/pcBTO.css
      Build To Order only: This file is used for the floating price panel.
    • pc/pcStorefront.css
      This is the file that contains most of the styles used by the ProductCart storefront.
  • includes/languages.asp
    This file contains text strings that are often edited by ProductCart users.

Synchronizing Overwritten Files

As noted above, this update contains files that you have likely modified (e.g. pc/include-metatags.asp).

See Synchronizing Files for tips on how to compare and synchronize your edited files.

Synchronize the new files with the corresponding, edited files in your ProductCart file set before you begin the update process. This article contains some instructions on how to do so.

Installing the Update

Parent Paths Enabled vs. Parent Paths Disabled

Please select the correct update files depending on the version of ProductCart that you are running. Specifically, if you are running ProductCart on a server that has Parent Paths Disabled, please use the files contained in the “Parent Paths Disabled” folder. Otherwise, use the files contained in the “Parent Path Enabled” folder, which is the most common scenario.

If you are unsure of which version you are running, look at the version number in the Control Panel start page (“menu.asp”). If it includes the letters “PPD”, then you are using the “Parent Path Disabled” version of ProductCart.

Step 1 - Back up your store

If you haven't already done so, back-up your store.

Step 2 - Turn off your store

  1. Log into your Control Panel and select General Settings > Store Settings
  2. Enter a descriptive message in the field Message displayed when store is off.
  3. Select Turn store off, then click on the Update button. This ensures that customers do not browse the store while you are updating it.

Step 3 - FTP new files to your server

Upload the files to their respective folders, overwriting the existing files. For instance, you will update the contents of the pc subfolder on your Web server with the files contained in the pc subfolder that you have downloaded from the ProductCart Update Management System.

Please note that the pcadmin folder has likely been renamed on your store. We recommend that you rename the same folder in the update files locally on your computer so that when you FTP the files there is no chance that a new pcadmin folder is created, which would mean that some of your store files are not being updated.

DO NOT delete any of the files that are currently on your Web server.

The ProductCart v4.1 update contains over 500 files and the FTP upload might take a few minutes (it's about 10 MB). Make sure that once the process has finished, your FTP client reports a success message. Most FTP programs have a way to show you whether some files were not uploaded successfully. If that happens, make sure to upload them again until all files have been uploaded successfully. In many FTP programs, you can add back to the transfer queue files that - for any reason - were not successfully uploaded during the initial transfer.

Step 4 - Update the Store Database

  1. Log into the Control Panel
  2. You will be automatically redirected to the database update page (upddb_v41.asp).
    Troubleshooting:
    1. If you are not automatically redirected, replace “menu.asp” with “upddb_v41.asp” in the browser address field and press the ENTER key on your keyboard.
    2. If you get a “Page Not Found” error, it means that the files were not uploaded to the correct folder or the FTP upload was not completed successfully.
  3. Run the database update script.
    Troubleshooting:
    1. If you receive any errors or warnings (e.g. a table could not be updated), run the database update again. In some cases these errors disappear on the second execution of the update.
    2. If the errors persist even after re-running the database update script a few times, leave the store OFF and open a Support Ticket.

Step 5 - TO DO List

A message will confirm that the store database and version number have been updated.

A “To Do” list will remind you of a actions that you need to take that are also covered in this document. See the “To Do Items” above.

Step 6 - Turn your store back on

When all To Do items have been completed, you can now turn your store back on and verify that the storefront is working properly. We recommend that you place at least one test order to go through the entire checkout process.

Troubleshooting

If you encounter a problem, please review the information in this document carefully to make sure that you have followed every step as outlined above. Specifically, make sure that:

  1. You started with the correct version number (see “Applicability” above)
  2. You correctly uploaded the files to your store (e.g. files in the “pcadmin” folder, which you likely renamed in your store)
  3. You successfully updated the database, as described above
  4. You completed the rest of the To Do items mentioned above

If this still doesn't solve your problem, leave the store OFF, log into your account on the ProductCart software store, and submit a support ticket. Please make sure to indicate which version of ProductCart you are updating from, which add-on's and other file sets you are using (e.g. Google Analytics integration, etc.), and include the error message that you are receiving.

Disclaimer

The ProductCart v4.1 Update has been tested by NetSource Commerce in a variety of environments. However, there might be environments that have not been tested and that may cause problems.

You are responsible for making a backup copy of your existing store database and store files, as described above. A backup copy of your store will allow you to revert back to your previous, working version of ProductCart in case you experience any problems after running the update.

NetSource Commerce shall not be liable for any loss of data and/or loss of income due to any downtime that your online store may experience as a direct or indirect result of installing this update.

Release Notes

New Features

  • Endicia integration: now you can print USPS shipping labels, with postage, directly from the Control Panel.
  • SubscriptionBridge integration: now you can handle recurring billing products and services through NetSource Commerce's new, subscription management system.
  • New Product Reviews features
    • Show average rating when products are displayed in category, search, and other pages.
    • Automatically remind customers to write a review N days after an order has been processed or shipped
    • Reward customers for writing a review via the Reward Points system
    • Many new settings and improvements
  • Image magnifier via MojoZoom: turn it on/off at the product level; in the storefront, it automatically adjusts to left- or right-side product image position (see examples).
  • Additional inventory checks during checkout, to prevent customers from purchasing an item that someone else just purchased, if the item is now out of stock.
  • Automatic creation of a canonical URL as part of the dynamic meta tags generator.
  • Support for a Private Shopping Club via “Not for Sale” override at the customer level (see below).
  • New content management features have been added, including the ability to save and review drafts, and better manage user permissions.

Improvements

All versions

  • One Page Checkout
    • Populate a new Shipping Address quickly by using the new “Copy from Billing Address” checkbox
    • Multiple Guest Checkout options: enable, allow, disable (learn more). This setting can now be set from the Control Panel (under Checkout Options) and replaces this hardcoded setting that had been introduced with Service Pack 4.
    • Added customer name in the billing and shipping address summaries (shown when those panels have been completed).
    • Redesigned login page, and resolved all login issues when a customer previously checked out as a guest.
    • Turned Terms & Conditions textarea field into a DIV, so the Terms & Conditions can include HTML formatting
  • Interface improvements (and bug fixes) in the “Added to Cart” message shown when a product has been added to the cart.
  • Manage Orders: you can now change the address type (residential vs. commercial) from the Order Details page.
  • Manage Users: added contact name and e-mail.
  • Performance improvements in export & file generation features (e.g. generate category navigation, sitemap, export, etc.)
  • Not For Sale feature improvements
    • Control Panel: ability to override “Not For Sale” property at the Customer Pricing Category level; increased field size for text description, added as filter to search feature
    • Storefront: Changed styling of “Not for Sale” message; Show/hide Not For Sale products on Featured Products and Show Specials pages now inherited from the Best Sellers page
  • Prevent duplicate orders: the “Place Order” button is now automatically disabled on the payment page using jQuery.
  • Products ordered export: you can now filter by order date and keyword
  • New Gift Wrapping settings: you can now show a different message on the View Cart page vs. during checkout. Whether gift wrapping is available for a certain item is now shown on the shopping cart page as well.
  • Restore Shopping Cart prompt on next visit is now a feature that can be turned on and off in the Store Settings
  • Saved Carts Statistics: we improved the way data is stored to present more accurate statistics. Related documentation has also been updated.
  • The Order Code is generated for all orders (including those placed by registered customers) and can be used to review order details instead of logging in with e-mail and password.

Build To Order

Notable Bug Fixes

Over 200 issues were addressed. Here are just some of them. Remember that v4.1 also includes all files that were part of previously released Service Packs. So you can refer to those updates for additional details on what issues they addressed.

  • One Page Checkout
    • All bug fixes included in all Service Packs released since the initial 4.0 release
    • Button and text strings: the “Continue” or “Update” button that was previously hardcoded on One Page Checkout is now dynamically loaded onto the page and can be managed through the Control Panel (Settings > Images > Update Store Buttons). The same is true for some text strings that were previously hardcoded and have been moved to the languages file.
    • Resolved discount calculation issues when the order includes a product bundle
    • Fixed discount code issue when discount renders a shipping option free, but the order total has changed (learn more)
  • Batch process orders page missing orders after customer accounts are consolidated
  • Content pages: keyword rich URL for content page not used when there are sub-pages
  • Customer creation date not properly saved in certain scenarios (this affected the “View Last 10 Customers” feature, for example)
  • Cross selling issue: cross-sold products shown on View Cart page even if assigned to a hidden category
  • Database connections: we closely reviewed the storefront source code for database connections that were improperly left open.
  • Drop shipping: drop-shipper login area: improved interface, fixed issue with order status when a shipment is partial
  • Import Wizard: import did not populate “Force purchase of multiples of” field
  • International support: addressed miscellaneous issues with features that malfunctioned when comma was the decimal separator
  • Inventory-related: New Arrivals, Best Sellers, and Recently Reviewed Products ignored store-wide “Disregard Stock” setting
  • Newsletter Wizard: fixed issues with certain filters not working properly
  • Order Code is generated for all orders (including those placed by registered customers) and can be used to review order details instead of logging in with e-mail and password.
  • Reward Points: fixed issue on Edit Order page: Reward Points were not properly adjusted when editing an order.
  • Shipping: shipping estimates did not include product-specific surcharges.
  • Sitemap generator: fixed multiple issues and substantially improved performance
  • Store map generator: fixed performance issues (which caused the Store Map to be only partially generated in some cases)
  • VAT (Value Added Tax): addressed calculation issues that affected cenrtain scenarios
  • XML Tools: addressed all outstanding issues (e.g. UpdateCustomerRequest method not properly updating the customer e-mail)

… and many others.

Other Notes

  • Product views counter disabled
    A feature that did not provide correct statistics and could cause performance problems has been disabled. Learn more.
  • Twitter Updates
    You can now view quick ProductCart updates sent through Twitter right here in the Control Panel. Select Help > Twitter Updates.

Developer Notes

  • New shopping cart array value now in use
    Item 38 in the shopping cart array, which was previously idle, is now being used by the new integration with SubscriptionBridge. If you used that same item in a custom development project, make sure modify your code to use a new, idle item in the array View a complete list of cart array items.

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