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WebSphere Commerce Version 8
  • Overview
  • What's new
  • User Guide
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  1. Home
  2. User Guide

    The information contained in this section applies to WebSphere Commerce Version 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in a newer section.WebSphere Commerce is a single, unified e-commerce platform that offers the ability to do business directly with consumers (B2C), directly with businesses (B2B), and indirectly through channel partners (indirect business models). WebSphere Commerce is designed to be a customizable, scalable, and high availability solution that is built to leverage open standards. It provides easy-to-use tools for business users to centrally manage a cross-channel strategy. Business users can create and manage precision marketing campaigns, promotions, catalog, and merchandising across all sales channels.

  3. Administering
  4. Managing features

    You can administer the features for your store and site, such as attribute, catalog, promotion, marketing, order management features, and more. The administration tasks that you can complete differ depending on the type of feature and the tool that you use to administer your store and site.

  5. Workspaces

    You can enable and manage workspace assets and determine policies such as locking rules and commit and publishing options.

  6. Enabling Workspaces

    You enable workspaces by creating a new WebSphere Commerce authoring server instance.

  • User Guide

    The information contained in this section applies to WebSphere Commerce Version 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in a newer section.WebSphere Commerce is a single, unified e-commerce platform that offers the ability to do business directly with consumers (B2C), directly with businesses (B2B), and indirectly through channel partners (indirect business models). WebSphere Commerce is designed to be a customizable, scalable, and high availability solution that is built to leverage open standards. It provides easy-to-use tools for business users to centrally manage a cross-channel strategy. Business users can create and manage precision marketing campaigns, promotions, catalog, and merchandising across all sales channels.

    • Planning

      Creating a custom implementation of a WebSphere Commerce store requires a significant amount of planning. From gathering client needs, to deploying the live solution, much work is needed to successfully deploy a custom client store. Use the resources in here to help you plan every phase of store creation.

    • Installing

      Review the following sections for information about installing the WebSphere Commerce product, associated maintenance, and WebSphere Commerce enhancements.

    • Migrating

      Before you migrate to WebSphere Commerce Version 8.0, review this information to help plan and execute your migration.

    • Deploying

      The topics in this section describe how to publish stores to either a test or production environment, and how to deploy customized code.

    • Operating
    • Integrating

      Topics in the Integrating category highlight the tasks that are commonly performed for using WebSphere Commerce in combination with other products.

    • Administering
      • Overview of administering a WebSphere Commerce site

        In WebSphere Commerce the person who performs administrative tasks is called a Site Administrator. The Site Administrator installs, configures, and maintains WebSphere Commerce and the associated software and hardware. The administrator responds to system warnings, alerts, and errors, and diagnoses and resolves system problems. Typically, this person controls access and authorization (creating and assigning members to the appropriate role), manages the Web site, monitors performance, and manages load balancing tasks. The Site Administrator might be responsible for establishing and maintaining several server configurations for different stages of development such as testing, staging, and production. The Site Administrator also handles critical system backups and resolves performance problems.

      • WebSphere Commerce instance

        Every WebSphere Commerce installation requires at least one instance to function, and each WebSphere Commerce instance can contain one or more stores.

      • Managing features

        You can administer the features for your store and site, such as attribute, catalog, promotion, marketing, order management features, and more. The administration tasks that you can complete differ depending on the type of feature and the tool that you use to administer your store and site.

        • Catalogs

          You can administer catalog features such as the attribute dictionary and categories.

        • Marketing

          To support marketing features in Management Center, there are a number of administration tasks that you might need to perform.

        • Promotions

          You can administer promotion features such as creating or deleting promotion folders and configuring the promotions engine.

        • Workspaces

          You can enable and manage workspace assets and determine policies such as locking rules and commit and publishing options.

          • Workspaces overview

            A workspace is an access-controlled work area where you can make and preview changes to managed assets, without affecting what is currently running on your site. Working in the context of a workspace is similar to having your own private copy of the managed assets. You can make and preview changes without affecting managed assets outside the workspace. You can commit the changes that you make in a workspace to the production database, and see the effects of your changes on your site.

          • Enabling Workspaces

            You enable workspaces by creating a new WebSphere Commerce authoring server instance.

            • Creating an authoring server

              You can run an authoring server on a separate system or machine partition from your production server.

            • Synchronizing an authoring server with a production server

              If you create your authoring server after creating a production server, you must synchronize your production and authoring server to ensure that the authoring server accurately reflects your production server. You should also synchronize your authoring server and production server if at any point your production-ready data on the authoring server does not accurately reflect your production server. This can be caused by changes made directly on the production server, either one large change or a series of smaller, incremental changes that cause the information about the authoring server and production server to no longer be synchronized.

            • Authoring server schema update tool

              The content management solution in WebSphere Commerce introduces multiple database schemas on the authoring server that require each and every table to have a definition within each schema. The definition within the workspaces schemas differ depending on whether the table is considered to be one of the following resources:

            • Updating the quick publish target

              If database information for your production server changes, you must update the quick publish target.

            • Enabling e-mail notification for workspaces

              Enabling e-mail notification in workspaces allows WebSphere Commerce to send e-mail automatically in certain situations.

            • Enabling shopping flow preview for workspaces

              Enabling shopping flow preview in workspaces allows users to preview how their changes affect the experience of a customer when the customer is completing a shopping flow.

            • Changing workspaces locking policy

              Do not change the workspaces locking policy if you have uncommitted data in any of your workspaces. This can cause undefined behavior with the uncommitted data.

            • Configuring retry for committing approved task group changes

              You can configure the task group approval process to automatically retry committing task group changes to the database. By configuring this setting, you can avoid having the commit of approved task group changes fail when a database timeout error occurs.

            • Enabling the change history for approved and canceled task groups

              To maintain the change history for approved or canceled task groups, configure how the change history is recorded for changes that are made within a task group.

          • Workspaces example scenarios

            Workspaces can be used in a variety of scenarios.

          • Workspace managed assets

            Managed assets are WebSphere Commerce components or resources that are enabled for workspaces and allow content to be written to separate workspace database schemas. Workspace Content Contributors can modify managed assets in the context of a workspace.

          • Workspaces locking policies

            Locking policies in workspaces allow you to control how changes are made and who is able to make the changes. A locking policy determines if managed assets are locked to a workspace, task group, or task, or if they are not locked at all. The locking policy applies to the entire WebSphere Commerce site and is not configurable by store.

          • Publishing workspace data

            Once all workspace tasks are completed and approved, you can publish files and data from the authoring server to the production server to view the effects on your site.

          • Workspaces best practices

            When you use workspaces, you should have strong business processes in place to prevent the situations outlined in Workspaces limitations and restrictions.

          • Workspaces limitations

            When you are using workspaces, be aware of known limitations.

          • Workspaces performance tuning

            Workspaces use database views instead of tables to retrieve data. Retrieval of underlying data might be more time-consuming because of the complexity of SQL statements that are used in workspace view definitions.

          • Workspaces data model

            Content management is achieved through the use of workspaces. Each workspace is comprised of three database schemas.

          • Workspace state flows

            Workspaces can be used in a variety of states. State-flow diagrams can help you understand the allowed actions during various states in workspaces, task groups, and tasks.

        • Price rules and price lists

          A Site Administrator must perform a series of tasks to enable and configure price rules and price lists in Management Center.

        • Catalog filters

          As Site Administrator, you might be required to assist business users with certain catalog filter tasks that relate to the Catalog Filter and Pricing tool in Management Center.

        • Negotiated pricing

          To use negotiated pricing, you must have a nominal cost price list that is defined for your store.

        • Store preview functions

          You can administer store preview functions such as enabling and disabling commands and views, and adding a customized business context.

        • Order management

          As a Site Administrator, you can manage various features of the order management subsystem.

        • Request For Quote (RFQ) trading

          As a Site Administrator, you can enable and disable the RFQ trading mechanism, and enable RFQ notification messaging.

        • User traffic

          Edit the WebSphere Commerce configuration file to set the level of caching performed on user traffic data. The default number of URLs in the cache is 20. If this number is too low for your site, for example, if your site is very busy and you are concerned about performance impacts, you can increase the cache size. User traffic data is used in some operational reports.

        • Catalog and marketing attachments

          As a Site Administrator, you can manage the catalog and marketing attachments, such as for adding attachment usages, changing managed file updater parameters, or deleting attachments.

        • Inventory sharing in extended sites stores (non-ATP)

          The extended sites business model provides scalability and manageability improvements for WebSphere Commerce sites where there are multiple stores which can share assets including non-ATP inventory. The sharing of non-ATP inventory reduces the complexity of managing inventory assets for all the stores in the site. All stores in extended sites can share inventory from a single asset store with distributed fulfillment centers.

        • Tax sharing in extended sites stores

          In extended sites store model, tax assets can be shared between the extended site asset store and the extended site store. You can manage the tax assets in an extended site store in WebSphere Commerce Accelerator.

      • Logging services

        WebSphere Commerce provides facilities for logging. For existing customers, ECTrace and ECMessage are still supported. For new implementations, use the WebSphere Application Server recommendation for logging and tracing.

      • Business auditing

        Business auditing is the capturing of the business logic and objects during a WebSphere Commerce operation. You may want to audit your business for various reasons: generic, such as to review various tasks performed weekly; or specific, such as to track the steps involved in a particular Customer Service Representative's order. A report on business auditing is available in the Administration Console.

      • Business events

        Each time that a command triggers a business event, a record is added to the BUSEVENT database table to persist data from the event. Event listeners and external systems (such as the Marketing component, a back end order management system, or an external analytics system) can use this data to perform further processing.

      • Staging server

        The WebSphere Commerce staging server is a part of the production environment where business and technical users can update and manage store data and preview changes. The changes can then be propagated to the production server.

      • WebSphere Commerce database

        As a site administrator, maintain the WebSphere Commerce database and ensure that any WebSphere Commerce utilities and processes that load and retrieve data from the database is configured to connect to the database properly.

      • Dynamic caching

        In general, caching improves response time and reduces system load. Caching techniques are used to improve the performance of World Wide Web Internet applications. Most techniques cache static content (content that rarely changes) such as graphic and text files. However, many websites serve dynamic content, containing personalized information or data that changes more frequently. Caching dynamic content requires more sophisticated caching techniques, such as those provided by the WebSphere Application Server dynamic cache, a built-in service for caching and serving dynamic content.

      • Extracting, transforming, and loading data

        WebSphere Commerce provides multiple utilities for preparing and loading data into a WebSphere Commerce database. The loading utilities are flexible and you can continue to use these utilities when you customize the WebSphere Commerce schema.

      • Payment plug-ins

        To configure a payment plug-in define payment and refund methods; payment and refund rules; and the payment protocols that you intend to use.

      • WebSphere Commerce Search

        For a fully functioning WebSphere Commerce Search implementation, you must understand and complete the search administration tasks, which include search index management and ongoing maintenance.

      • Deploying a WebSphere Commerce dual cell environment

        Consider deploying a dual cell environment to achieve continuous availability and ensure that shoppers are minimally affected by planned or unplanned outages.

      • IBM Customer Service for WebSphere Commerce

        IBM Customer Service for WebSphere Commerce is a separately purchased product that provides a light-weight customer service solution that is embedded in the Aurora B2C and Aurora B2B storefronts. Even though this solution is a separately purchased product, it is not a separate application. Stores that are enabled with IBM Customer Service for WebSphere Commerce allow a customer service representative (CSR) to act on behalf of guest customers and registered customers. A CSR can manage customer accounts, cancel and reorder orders, and shop as customer. A CSR can also act on behalf of Buyer Administrators to help complete Aurora B2B tasks from the storefront, without having to access the Organization Administration Console.

    • Tutorials

      WebSphere Commerce provides many tutorials to help you customize and understand your WebSphere Commerce instance and stores.

    • Samples
    • Developing

      The topics in the Developing section describe tasks performed by an application developer.

    • Compliance

      The following section describes how you can leverage WebSphere Commerce features and functionality to help your site be compliant with different privacy and security standards.

    • Securing

      These topics describe the security features of WebSphere Commerce and how to configure these features.

    • Performance
    • Troubleshooting

Enabling Workspaces

You enable workspaces by creating a new WebSphere Commerce authoring server instance.

See Creating an authoring server for instructions.

To enable workspaces in your WebSphere Commerce development environment, follow the instructions in Enabling Workspaces in the WebSphere Commerce development environment.

  • Creating an authoring server
    You can run an authoring server on a separate system or machine partition from your production server.
  • Synchronizing an authoring server with a production server
    If you create your authoring server after creating a production server, you must synchronize your production and authoring server to ensure that the authoring server accurately reflects your production server. You should also synchronize your authoring server and production server if at any point your production-ready data on the authoring server does not accurately reflect your production server. This can be caused by changes made directly on the production server, either one large change or a series of smaller, incremental changes that cause the information about the authoring server and production server to no longer be synchronized.
  • Authoring server schema update tool
    The content management solution in WebSphere Commerce introduces multiple database schemas on the authoring server that require each and every table to have a definition within each schema. The definition within the workspaces schemas differ depending on whether the table is considered to be one of the following resources:
  • Enabling e-mail notification for workspaces
    Enabling e-mail notification in workspaces allows WebSphere Commerce to send e-mail automatically in certain situations.
  • Enabling shopping flow preview for workspaces
    Enabling shopping flow preview in workspaces allows users to preview how their changes affect the experience of a customer when the customer is completing a shopping flow.
  • Changing workspaces locking policy
    Do not change the workspaces locking policy if you have uncommitted data in any of your workspaces. This can cause undefined behavior with the uncommitted data.
  • Configuring retry for committing approved task group changes
    You can configure the task group approval process to automatically retry committing task group changes to the database. By configuring this setting, you can avoid having the commit of approved task group changes fail when a database timeout error occurs.
  • Enabling the change history for approved and canceled task groups
    To maintain the change history for approved or canceled task groups, configure how the change history is recorded for changes that are made within a task group.
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