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Setting up GetPaid

Note: Return to tutorial view.

This tutorial walks a site administrator through the process of getting GetPaid set up in their Plone web site.

Installing GetPaid

You will need to install the tarball (or buildout) of products for your Plone site in the normal way. After you do that, navigate to the Plone site setup area to complete installation.

Head to the Add/Remove Products screen of your Plone site. If you have the GetPaid products on your instance (and have restarted zope), you will now see PloneGetPaid 0.x (where "x" is the version number you have) in the list of products available to install. Install PloneGetPaid in the site.

You can verify this has completed by checking in the "installed products" list and finding PloneGetPaid 0.x. Click on the "Product Description" link to find the Readme, which includes valuable information and links about the product. 

GetPaid Setup: Required Configurations

Once you have the product installed, you need to set up GetPaid before you can start using it. This page shows the required settings that need to be made.

First, navigate to "GetPaid Setup" (in the Add-on Products Configuration area of the Plone Site Setup).GetPaid in Site Setup

You will see a list of the setup screens from this page. You can work your way down the page filling in settings. At a minimum, you will need to set some content types to be buyable (on the "Content Types" screen) and the payment processor (setting to Testing Processor will allow you to test the product), and deactivate email notifications (if you do not have a mailhost set up on your server).

 

 

GetPaid Setup Screen

 Setting Required Fields

You have to set the following to get started. Don't forget to click the "Apply" button on each settings page to save the settings.
  1. Content Types: This screen is where you will select which content types (from all available in the site) can be made buyable, a donation, or shippable. Select the items you want for each category (for Windows/Linux users, use the "Control" key to select multiple; Mac users use the "Apple" key). Once you have selected the content types you want on the left, click the right arrow. When you finish, click "Apply" at the bottom of the page.
    GetPaid Setup Content Types
  2. Payment Options: You must set a payment processor for your site. If you don't have an account with an integrated payment process yet or are just testing, you will want to set the "Testing Processor" and click "Apply". This will allow you to take orders on the site, without actually charging credit cards. You can also select "Use SSL for Checkout" to make your checkout more secure. This is strongly recommended if you are taking credit card orders on your site (ensure that you have SSL enabled on your server), although for testing purposes you may leave it off to speed setup time. You can also enable anonymous users to checkout (without registering for a user account) from this screen.
    GetPaid Setup Pay Processor
  3. Email Notifications: Notifications are automatically sent out to the store manager and buyer by default (Note: you have to set up a store email in the Store Profile screen for this to work). If you do not have a mailhost set up on your site (ie so it can send emails from your site), then you will need to deactivate these
    GetPaid Setup Email

 

 


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