There are two main scenarios for setup – local and remote. 'Local' means installation on a computer you have full access to such as your desktop or laptop computer, or a server if you have full admin rights. 'Remote' means a computer you can only access via FTP and MS SQL.
You must have the following software installed in order to run Kartris.
For best performance, a modern browser such as Firefox, Chrome, Safari or Edge for the back end. The front end still supports versions of Internet Explorer still under support.
NuGet is a Microsoft run service that allows you to import packages from an online repository, directly into Visual Studio. This is probably the easiest way to get hold of the latest Kartris code to set up a new local version for development.
Select Installed > Visual Basic > Web > Previous Versions from the left hand panel.
Then choose ASP.NET Empty Web Site in the main content area, and choose a name and location for your project. The version of the framework isn't so important, as that should be set later when we pull the files in. But you must have at least .NET 4.6 installed.
Next, remove any files and folders that Visual Studio 'helpfully' adds to the web site, so it really is empty.
Select Tools > NuGet Package Manager > Manage NuGet Packages for Solution.
Click the 'Browse' link/tab, then type 'Kartris' in the search box. You should find the Kartris package.
Click to select this, then check the box to install to the project you've just set up. Click the Install button.
Visual Studio will show you a list of dependencies. Click OK to proceed with the installation. You will also need to approve some licenses for dependencies. The required Kartris files will then be downloaded to your web.
In Visual Studio, click to run the web site. You will get a warning that there were errors (this is because we don't yet have a database). Click YES to run the last successful build. You should see the setup routine in your web browser.
Follow the steps through. You will get to a step that lets you setup a database. Specify the path to your SQL Server, choose a database name and select that this is a new database, and Kartris can create and populate this for you. The checkbox to add demo data adds a few sample products and orders, which make it easier to test the basic features, and can easily be deleted later.
Installing the database can take a few minutes. Once done, you should see the admin account details that the setup routine created for you. We suggest you make a note of these now somewhere safe. You can change the password later if you wish, from within the Kartris back end.
Once you get to the end of the setup process, you should see two links, to access the front and back ends of Kartris.
The setup routine will make changes to the web.config file, to include the connection string to the new database and some other minor changs.
Our site downloads page has links to download the latest zip:
The software itself comes as a zipped file.
If you want to obtain the very latest up-to-date code, you can go to the source repository on Github (this may contain development code, unfinished work, bugs and other issues, so the version zips on our downloads page are strongly recommended).
Don't forget to unblock any zip files you download before you unzip them. More information...
The process on IIS7 and earlier will be similar, the main difference being that the web site will run as a specific Windows user rather than an app pool identity. So you will need to add that user to your SQL Server, and create Windows permissions for it.
The install routine is a series of setup screens that displays in your browser when you first upload files and successfully run Kartris. This sets some basic settings and creates an admin login password too. The steps are as follows:
Nothing important here, it is just an intro screen.
For security, Kartris secures passwords for both admin and user accounts by "hashing". For a new installation, just click to proceed here and accept the new random hash salt value we've created.
For more information about Kartris's password security, see @18.4. Password security .
We need to set up the connection with the database.
If you want to double check the name of your MS SQL Server instance, you can open up Microsoft SQL Server Management Studio (from your programs menu in Windows) and then check the name shown there. If your database server is running on the internet, or on your network, it might have an IP address or another name. It will normally be something like this:
Where you have the MS SQL and web server running on the same machine, and if you're developing in Visual Studio, you can use Windows authentication. There is no username or password stored in the connection string; the web server app pool account should have permission to access the database. If you are using Visual Studio, in most cases that user has admin permissions for databases, so you should not specifically need to set it up.
Generally it is best to set up the database manually first on your MS SQL Server, and then enter the name here. It is also possible to create a database too but it requires sufficient permissions. If you're running in Visual Studio, it should have sufficient permissions to create a new database.
Even if you don't check this box, we add a lot of required data into your Kartris installation such as config settings, language strings and so on. But if you'd like to have a little test data in your new site such as categories, products, customers and orders, check this box. You can easily remove this test data later.
If the permissions are right, Kartris will connect to your database, run any setup scripts to create the database structure and stored procedures, and will generate an admin login. Copy and paste these details somewhere so you can access the store when setup is complete. You will be able to change the admin password or create other admin user accounts later.
Kartris should automatically pick up the web address you're using. You can also choose a tax regime and default currency.
This option is for countries that have a VAT tax system, outside of the EU. The UK, post brexit (most likely) and New Zealand can use this option, for example. Tax is calculated based on a percentage figure for each line item in an invoice, and then at the end you get a total for the goods, the tax, and a grand total.
This works similarly to the @18.104.22.168.1. VAT option above, but has some extra features. Because the EU consists of nearly 30 countries, it will set all of them to charge tax (based on the TaxRegime.config file in the root of the web, which contains a list of all EU members). VAT will be added to all orders from an EU country. But if the country is not the home country of the site, a VAT number field will show. If a valid EU VAT number is entered here, the VAT will be zeroed as the customer would declare this purchase and pay VAT in their own country at the prevailing rate.
This is a simple sales tax system where tax is calculated as a percentage of the order value, rather than on individual items. You can set the tax rates of multiple states so if you have locations in multiple locations, orders will pay the correct amount. In states where sales tax varies by county, you can also add in those locations and have the appropriate tax rate for each (this would be done after the tax setup wizard has done the basic setup).
Canada has a sales tax system with two taxes, GST and PST. In some provinces, these are combined into a single HST amount. If Canada tax is selected, there will be two tax amounts configurable for each item.
This creates a simple % sales tax to be added at the end of an order. In most cases, you will find one of the above models may more closely resemble your country, in which case it would be better to select that model, and then make country changes manually later.
The install routine will check write permissions to ensure it can operate properly. These permissions are required to ensure you can upload images, and logs of errors can be created, for example.
The install routine will show you the changes it will make to the web.config in order to set the database connection up. It will also change the resource provider (via the globalization tag) so the software will use the database for language resources rather than the file which is used by the install routine.
If Kartris cannot write/modify the web.config file, it will give provide a link for you to download the new edited file. You will then need to load this to your site, via FTP or just copying and pasting (on a local site). You may need to restart the site if the file is locked. Generally the site will restart after the web.config is updated.
If all went ok, you should see a link to the front end back ends. It may be a little slow the first time you access Kartris after it is first installed, or the server restarts. But once loaded, it should be responsive and fast.
<add name="KartrisSQLConnection" connectionString="Data Source=localhost\SQLEXPRESS;Database=BadDBName;Integrated Security=True;connect timeout=50" providerName="System.Data.SqlClient"/>
<!--<globalization resourceProviderFactoryType="Kartris.SqlResourceProviderFactory" culture="auto" uiCulture="auto" enableClientBasedCulture="true"/>-->
If you wish to upgrade an existing Kartris site to the latest version, then you need to proceed as follows: