Installation and Set Up

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Last updated: Jan 09, 2025 by Arina Mishchenko
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Installation and Set Up of the IntelliCart Plugin

Before you get started... 

  • You MUST have an IntelliBoard account and successful IntelliBoard connection.

  • You have to be signed-in as a user with full admin rights during the connection process.

  • You should have a license API key and 5 plugins downloaded in ZIP format (provided by the Account Executive after your payment)
    Note for Mac Users: When files download, they are typically automatically unzipped.  Please compress the IntelliBoard file before uploading it.

Installation:

  1. From your LMS system go to Site Administration > Plugins > Install plugins

    image-20240513-161506.png

  2. Add the downloaded "local_intellicart.zip" file.

    Click on "Install plugin from the ZIP file".

    image-20240513-161526.png

     

  3. Click on "Continue."

     

  4. Click on "Upgrade Moodle database now"

     

  5. Click on "Continue"

     

  6. Scroll down to New settings - General and make sure IntelliCart is enabled.

     

  7. Scroll down to New settings - License, add your email address and API key that Account Executive provided you.

    Click on "Save changes".

     

  8. When it's saved, come back to Site Administration > Plugins > Install plugins, click on "Choose File".

    Choose the downloaded "enrol_intellicart.zip" file.

    Click on "Upload this file".

     

  9. Click on "Install plugin from the ZIP file".

     

  10. Click on "Continue", and then click on "Save changes" in the bottom.

     

  11. When it's saved, come back to Site Administration > Plugins > Install plugins

    Add the downloaded "block_products_catalog.zip" file.

    Click on "Install plugin from the ZIP file".

     

  12. Click on "Continue".

     

  13. Click on "Upgrade Moodle database now".

     

  14. Click on "Continue".

     

  15. Scroll down and click on "Save changes".

     

  16. When it's saved, come back to Site Administration > Plugins > Install plugins

    Add the downloaded "user_profilefield_vendor.zip" file.

    Click on "Install plugin from the ZIP file".

     

  17. Click on "Continue".

     

  18. Click on "Upgrade Moodle database now".

     

  19. Click on "Continue".

     

  20. When it's saved, come back to Site Administration > Plugins > Install plugins

    Add the downloaded "block_intellicart_sessions.zip" file.

    Click on "Install plugin from the ZIP file".

    NOTE: This plugin is optional.  It provides IntelliCart Session details on the Course level pages.

     

  21. Click on "Continue".

     

  22. Click on "Upgrade Moodle database now".

     

  23. Click on "Continue".



After installing the plug in, it is time to set it up.

  1. Go to Site Administration > Plugins > Blocks > Manage Blocks.

    Make sure "Products Catalog" is enabled.

     

  2. Go to Site Administration > Plugins > Enrollments > Manage enrol plugins.

    Make sure "IntelliCart enrollments" is enabled.

     

  3. Go to Site Administration > Plugins > Local plugins > IntelliCart > License.

    Double check to see if your license saved.

    NOTE: Click on "Save changes" for being sure.

     

  4. Go to Site Administration > Appearance > Default Dashboard page.

    Click on "Blocks editing on" button in the top right corner.

    Click on "Add a block" in the nav menu and select "Products Catalog".

     

  5. On the appeared block click on the arrow and select "Configure Available Products block".

     

  6. From the "Default region" drop-down select "content" option.

    From the "Region" drop-down select "content" option.

    Click on "Save changes".

     

  7. Click on "Reset Dashboard for all users" button in the top right corner.

    Then click on "Blocks editing off" button.

Guest Checkout

The Guest Checkout allows customers to review products and form their cart without need to login. The sign up/in will be required only before payment (when guest clicks on Proceed to checkout button from the cart). After the sign up/in user will be linked to the Home page, so he would need to click on Proceed to checkout again. If you wish users to be navigated to the checkout page after login, you'll need to set up an IntelliCart Authentication in addition or enable “Redirect Guest to cart after sign in“ IntelliCart setting.

NOTE: As a Products Catalog usually added on the Dashboard (URL ends with "/my" after main LMS URL), the link with "/my" should be provided to guests. E.g., https://moodle.intelliboard.net/my

The IntelliCart plugin includes a dedicated frontpage.php file that enables you to display the Products Catalog on the LMS system's homepage as a main content for guests, whereas the default LMS file only allows placement on a sidebar. To make this file the primary one for the LMS, the client needs to configure the config file by adding the following line:
$CFG->customfrontpageinclude = __DIR__ . '/local/intellicart/catalog/frontpage.php';
Once this configuration is completed, the client will be able to display the Products Catalog as the main content on the LMS homepage for guests, similar to how content is presented on the Dashboard.

Before you get started...

  • You have to be signed-in as a user with full admin rights.

  • You should have an IntelliCart installed and set up.

  1. Go to Site administration > Users > Permissions > User policies

  2. Tick the box Auto-login guests so that visitors are automatically logged in as guests when accessing a course with guest access (i.e., they don't have to click the Login as guest button)

  3. Go to Site administration > Plugins > Authentication > Manage Authentication

  4. Set Guest login button to Show option

  5. Go to Site administration > Security > Site security settings

  6. Enable Open to Google setting so that the Google search robot will be allowed to enter your site as a Guest. In addition, people coming in to your site via a Google search will automatically be logged in as a Guest
    NOTE: This setting could be called Open to search engines in some LMSs.
    NOTE: If you enable this setting, you should also enable Display product schema setting later from IntelliCart Settings under Products Catalog block.

  1. Go to Site administration > Security > Site security settings

  2. Enable Force users to log in setting

  1. Go to IntelliCart > Settings > Features > Guests block

  2. Turn on the Enable guest checkout setting

IntelliCart Authentication Set Up

The IntelliCart Authentication provides you an IntelliCart sign up/in form that could re-place the default Moodle one. This provides an ability to set up a registration form within required fields and limit a registration ability within codes. It also links users right to the Checkout page after sign up/in instead of the Home page (for Guest Checkout).

Before you get started... 

  • You have to be signed-in as a user with full admin rights.

  • You should have an IntelliCart installed and set up.

  • You should have an auth_intellicart.zip plugin installed.

 

 

Frequently Asked Questions:

 

For additional support, email us at helpdesk@IntelliBoard.net
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