Magento 1 Installation

Overview

This is the comprehensive guide to installing or upgrading your ShipperHQ Magento 1 install. Please note that the steps have changed slightly for the release of version 2.181, so any upgrades or installs of v2.181 or newer will be affected. Please follow the instructions carefully, as any missed steps can cause issues with your install.

Getting The Extension

Please contact your ShipperHQ support or sales rep, and they will be able to provide you with the installable ShipperHQ extension package.

 

Video Walkthrough

 
Note If you’re running a version of Magento other than the current most recent version, check our Magento Version Compatibility chart before installing to ensure that your version is compatible with the ShipperHQ extension.
Warning Since ShipperHQ replaced Magento’s shipping functionality, it’s advisable to uninstall any shipping extensions you may have installed on your Magento site prior to enabling ShipperHQ. Not doing so may cause conflicts.

Installation Process

Warning It is highly recommended to backup your server files and database before installing this module. No responsibility can be taken for any adverse effects it may cause. It is also recommended you install on a test server initially to carry out your own testing.
  1. Switch off the Magento Compiler if enabled under System->Tools->Compilation
  2. Ensure Cache is enabled in Admin under System -> Cache Management
  3. Extract all the Zip archive(s).
  4. Copy the contents of the app directory from the extracted Zip into your Magento base directory overwriting any files, except for the “etc” directory (which will be copied last). * Note: This does not overwrite any core files
    ShipperHQ_Installation_app
  5. Copy the contents of the other directories present in the extracted Zip (for example, “lib” and “skin”), except for the “docs” directory (which is documentation only).
    ShipperHQ_Installation_libskin
  6. Copy over the app/etc directory that was omitted in step #4. This greatly reduces the chance of the SQL not running correctly.
  7. Log out of admin and back in. If you do not do this you will get 404 Access Denied errors
  8. Disable cache in admin
    Disable cache
  9. Flush the magento cache storage in cache management by clicking the ‘Flush Magento Cache’ Button. (Or you can manually remove /var/cache and var/session contents)
  10. Open frontend of website to force extension to load (this will ensure that the SQL updates within extension are performed).
  11. If you’re using the compiler you need to recompile via System->Tools->Compilation. If you do not you will see an error similar to ‘Call to a member function toOptionArray() on a non-object…’ when accessing shipping methods. You may also see Fatal Errors for missing files
  12. You have now installed your extension and should see it present in relevant area of backend
  13. Re-enable cache in admin.

 

Setup

By default, all of the modules will be enabled. This is a safety net because having extra modules turned on is safer than having needed modules turned off. When the customer Synchronizes unused modules will be disabled.

New Customers (Installing SHQ on M1 for the first time)

On new installs the modules will turn themselves on and off whenever the user Synchronizes SHQ. If they change features in the SHQ dashboard then the next time they Synchronize the modules will be adjusted again. Synchronize should show these screens:

  • The features that need to be disabled should be listed: 
  • After pressing Synchronize the list should be empty: 
  • If WSA Logger is turned on there will be a message in the log showing which features were turned on/off.
  • Later when the customer changes their SHQ features the changes will show up in the sync list. In this case I turned on the Freight and Pickup features:

Existing Customers (Upgrading to from SHQ < 2.181)

To reduce the risk of breaking an existing site, modules will not automatically disable themselves for customers upgrading from an earlier version. This feature has to be explicitly turned on for them.

Under Config > Shipping Methods > ShipperHQ the Disable Unused Modules feature will be disabled by default for customers who have upgraded from a previous version of SHQ (it’s on by default for customers who install fresh)

When the feature is turned off, the customer will see a list of modules that should be turned on/off on the Sync page. When they run Sync they will be notified that the modules could not be automatically enabled and given a list of features they should manually check (instructions below) to make sure they’re turned on.

The customer may want to turn on the Disable Unused Modules feature, and we should encourage them to do so. But before turning this feature on check

  • if the customer has customized ShipperHQ in any way.
  • If they are running a customized checkout or post-order system that specifically depends on ShipperHQ

If they have done either of these then their developers need to carefully check that the customized code does not require any of the extra modules, and if so can that code handle the modules possibly being turned off. If they cannot determine if having a module shutoff will break a customization this feature should be left off and they should follow the manual enable/disable instructions below.

If the customer is fairly confident that they have no customizations that rely on a SHQ extra feature, then they can turn on the Disable Unused Modules setting and their site will now automatically update itself at Sync time.

Manually Enabling/Disabling Modules

If the Disabled Unused Modules feature is disabled then Synchronize will still list the modules it thinks should be turned on or off. The customer can use this as a prompt to enable or disable modules themselves manually.

Modules are disabled by changing the app/etc/modules/MODULENAME.xml file 

Inside the file the line that says <active>true/false</active> should be updated. Set the value to true to turn the module on, set it to false to turn it off

(Example: This file will turn the Freight feature off)

After changing these settings the customer should refresh their Configuration Cache

Troubleshooting

  • “HALP! I ran synchronize and my site broke!!!!!”
    • First make sure to refresh caches
    • If it’s still broken the customer has a customization that’s expecting one of the features we just shut off to be turned on. Turn them back on using the manual instructions above then turn off the Disable Unusued Modules feature.
    • If you can’t determine precisely which module needs to be turned on, turn them all on. It’s better to have too many enabled then to have too few.
  • “I ran Synchronize and I got an error about missing modules!”
    • Possibly the Disable Unused Modules feature is turned off. Use the steps above to decide if the customer can turn it on and synchronize again.
    • If Disable Unused Modules is already on and the customer still got this error then there is something blocking the sync from doing it’s job. Turn Disable Unused Modules off and follow the manual instructions.

Post-Installation Steps

In order to successfully connect your Magento eCommerce site to ShipperHQ you’ll need to configure your website in ShipperHQ. The final step is to configure the ShipperHQ Magento extension.