piThis post is part of a weekly series by the a href="http://www.magentocommerce.com/product/enterprise-edition" title="Magento Enterprise Edition"Magento Enterprise Edition/a subscription support team covering tips, tricks and hints to some of the most common, and uncommon, issues as submitted by support customers./i
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In previous posts, we showed you how to setup a href="http://www.magentocommerce.com/blog/comments/from-the-support-team-multi-site-domain-name-setup/"multiple Magento websites/a, how to a href="http://www.magentocommerce.com/blog/comments/from-the-support-team-changing-the-magento-favicon/"change your favicon logo/a, and how to configure your a href="http://www.magentocommerce.com/blog/comments/from-the-support-team-replacing-the-logo-image-in-transactional-emails"transactional email logos/a, all of which are about personalizing your web store.nbsp; If you#8217;re all done with the tweaking and configuring, then it#8217;s time to take your shop live!nbsp; Here#8217;s an Admin System Configuration checklist which you can use once your site is staged, in preparation for going live.nbsp; We#8217;ll go through the back end, section by section and let you know which pieces are relevant and important.
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h3i1: System - Configure - General/i/h3p
iGeneral - Website Restrictions/i
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img src="http://www.magentocommerce.com/images/uploads/gen_website_restrict.png" style="border: 0;" alt="image" width="562" height="64" /
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Ensure that the website is not restricted to customers.
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iWeb - Unsecure URL/i
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img src="http://www.magentocommerce.com/images/uploads/gen_web_unsecured_base.png" style="border: 0;" alt="image" width="581" height="64" /
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iWeb - Secure URL/i
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img src="http://www.magentocommerce.com/images/uploads/gen_web_secured_base.png" style="border: 0;" alt="image" width="580" height="98" /
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A 100% Signed and Trusted Certificate should be installed in the server when using secure base URL.
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iWeb - Default Pages/i
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img src="http://www.magentocommerce.com/images/uploads/gen_web_defaultpages.png" style="border: 0;" alt="image" width="581" height="96" /
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The “Home Page” CMS can be redesigned according to your desired look in the Admin panel, under iCMS - Pages - Manage Content - Home page/i
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iDesign - Package/i
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img src="http://www.magentocommerce.com/images/uploads/gen_design_package.png" style="border: 0;" alt="image" width="581" height="130" /
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If you are running a href="http://www.magentocommerce.com/product/enterprise-edition"Magento Enterprise Edition/a you have so many more features, each with its own template and layout files in the default Enterprise theme.nbsp; Thus, it is necessary to use the “enterprise” package or to synchronize your package with the enterprise package to ensure that all features have their corresponding templates and layout.
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iDesign - Themes/i
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You can use your own templates, skin and layouts by specifying their name.nbsp; The bdefault/b field should contain a default theme which Magento will use in case the personalized theme you are using is missing template files.
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img src="http://www.magentocommerce.com/images/uploads/gen_design_themes.png" style="border: 0;" alt="image" width="582" height="30" /
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iDesign - HTML Head/i
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Update the information according to your business information.
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iDesign - Header/i
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Update the Header details to reflect your business logo, description, etc.
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The default Enterprise logo is located at /skin/frontend/enterprise/default/images/logo.gif.nbsp; To change this logo, you can either upload a new image named logo.gif or update the bLogo Image Src/b value.
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iDesign - Footer/i
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Update the Footer details to contain your business information.
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iStore eMail Addresses/i
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These email addresses will be used in sending and receiving email notifications (i.e. new order, invoice, shipment, credit memo, product price alerts, newsletters, etc.).nbsp; So, make sure to update these fields with valid business email addresses.
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h3i2: System Configuration Sales/i/h3p
iInvoice and Packing Slip Design/i
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Ensure that this is configured with your own business information.
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iTax/i
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Ensure that the Tax configuration settings are properly configured according to your business tax rules.nbsp; a href="http://www.magentocommerce.com/blog/comments/from-the-support-team-tax-rules-configuration-and-settings/"Importing tax rates/a into Magento can easily be done under iSales - Tax - Import / Export Tax Rates/i.
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iShipping Settings/i
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img src="http://www.magentocommerce.com/images/uploads/sales_ShippingSettings.png" style="border: 0;" alt="image" width="566" height="156" /
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Ensure that the origin section contains the shipping origin of your business.
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iShipping Methods/i
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Enable the carrier and appropriate shipping methods that your company uses.
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If you’re giving free shipping to some of these carriers, you can check out a previous article on different ways of a href="http://www.magentocommerce.com/blog/comments/from-the-support-team-boosting-sales-by-offering-free-shipping/"offering free shipping/i.nbsp; Also, you can a href="http://www.magentocommerce.com/blog/comments/from-the-support-team-limiting-free-shipping-to-the-continental-us/"limit free shipping/a to certain countries.
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iGoogle API/i
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Magento is integrated with Google API to allow your business to use the robust features of google such as Google Analytics, Google Base, Google Checkout, Google Website Optimizer.nbsp; If you wish to use these features, you need to have Google Analytics, Base, amp; Merchant accounts.
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iPayPal/i
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Same as Google API, Magento is integrated with PayPal to allow your business to use PayPal payment methods.nbsp; If you’re going to use this payment method, ensure that before going live, you aren#8217;t using Sandbox Mode, which is the test mode for testing this payment method.
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iPayment Methods/i
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Enable the payment method(s) that your company uses and ensure that these payment methods are properly configured (i.e. order status, accepted currency, allowed countries, etc.)
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h3i3: System - Advanced/i/h3p
iSystem Cron (Scheduled Tasks)/i – all the times are in minutes
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img src="http://www.magentocommerce.com/images/uploads/advanced_system_Cron.png" style="border: 0;" alt="image" width="718" height="239" /
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Ensure that Cron jobs are set to run at the desired time.nbsp; These cron jobs are critical in ensuring that catalog price rules stick with the product prices, newsletters/customer alerts are sent, Google sitemaps are generated, automatic updating of currency rates, and scheduled database logs are cleaned.
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For more information about setting up cron jobs, you may refer to a href="http://www.magentocommerce.com/wiki/how_to/how_to_setup_a_cron_job"this page/a on the wiki.
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iSystem - Log Cleaning/i
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img src="http://www.magentocommerce.com/images/uploads/advanced_system_LogCleaning.png" style="border: 0;" alt="image" width="563" height="246" /
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Log cleaning must be enabled to ensure that your database log tables are cleaned.nbsp; The bSave Log/b days should be set to keep logs according your needs and server capacity.
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h3i4: System - Transactional Emails/i/h3p
The default email templates can be updated to reflect your branding more accurately by adding a new template and loading a default email template.
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Under the iSystem - Configuration/i section, the following sections below use transactional email templates and email senders:
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bGeneral Section
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/b iContacts - Email Options/i
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bCatalog Section
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/b iCatalog - Product Alerts
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Email to a Friend/i
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bCustomers Section
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/b i Newsletter - Subscription Options
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Customer Configuration - Create New Account Options
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Customer Configuration - Password Options
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Customer Configuration - Store Credit Options
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Wishlist - Share Options
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Invitations - Customer Invitation Email Template
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Reward Points - Email Notification Settings/i
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bSales Section
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/b iSales Emails - Order
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Sales Emails - Order Comments
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Sales Emails - Invoice
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Sales Emails - Invoice Comments
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Sales Emails - Shipment
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Sales Emails - Shipment Comments
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Sales Emails - Credit Memo
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Sales Emails - Credit Memo Comments
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Checkout - Payment Failed Emails
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Gift Cards - Gift Card Email Setting
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Gift Cards - Email sent from Gift Card Account management/i
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bAdvanced Section
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/b i Admin - Admin User Emails
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System - Log Cleaning/i
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…and last, but definitely not least, once you#8217;ve gone through this checklist, make sure to btest everything/b before going live.
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