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Guide - Demo Script - Intershop Commerce Pro 2.0 for Adobe Experience Manager

https://support.intershop.com/kb/26T102

Introduction
Product & Catalog Management
- Export - IS 7 Data Feeds
  - Product Data Feeds
  - Catalog Data Feed
- Import - AEM
  - Product Data Import
  - Catalog Data Import
Rollout the Catalog
Change Product Price
Shopping Cart
Restore Cart
Promotion
Potential Promotion
Vouchers / Promotion Codes
Customer Registration & Login
Basket Takeover After Login
Checkout
- Registered Customer
- Unregistered Customer
My Account
Wish List
Order History Segmentation Trait

Product Version	7.5.1
Product To Version
Status	New Labels

Introduction

The present document is primarily addressed to business users who want to inform themselves about the available features and have a quick access on how to use these features.

Software Version Information

The content of the present document is valid for the following combinations of software versions:

Intershop	Intershop Commerce Pro 2.0	Adobe Experience Manager
7.5.1	2.0	6.0.1

Glossary

Wording	Description
Client Context	The Client Context is a mechanism that provides you with certain information about the current page and visitor. It can be opened using Ctrl-Alt-c (windows) or control-option-c (Mac):

Wording

Description

Client Context

The Client Context is a mechanism that provides you with certain information about the current page and visitor. It can be opened using Ctrl-Alt-c (windows) or control-option-c (Mac):

References

Documentation: eCommerce Integration with Intershop

Product & Catalog Management

Note

The Geometrixx demo scenario is already set up with the installation of the content packages. You only need to run the steps below if data has changed on the IS 7 side that should be imported into the AEM.

Export - IS 7 Data Feeds

There are pre-configured data feeds on the IS 7 side to export the product and catalog data into files. These data feeds will later be imported into the AEM.
The data feeds can be found under Geometrixx > Outdoors > Channel Catalogs > Data Feeds

Product Data Feeds

Adobe Product CSV Data Feed

Step	Description	What to do - step by step	Experience
1	Choose some products to export.	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner: Go to Catalog - Data Feeds. Click the product data feed name in the list and navigate to the Products tab. The products can either be assigned by Search or by Browse.	All selected products will be exported later by using this data feed.
2	Export the product data.	Go to Catalog - Data Feeds. Select the Adobe Product Data Feed and click Run. Wait until the data feed has finished and download the data file.	The data file is generated at: <IS_HOME>\share\sites\Geometrixx-GeometrixxOutdoors-Site\units\Geometrixx-GeometrixxOutdoors\syndication\export

Adobe Incremental Product CSV Data Feed

The incremental data feed AdobeProductDeltaCSV is pre-configured to export the products that have changed since the last run of this data feed. The resulting CSV data can be used to update the product data at AEM side.

Note

The incremental product data feed does not contain changed images.

Step	Description	What to do - step by step	Experience
1	Configure the data feed.	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner: Go To Catalog - Data Feeds. Click the incremental data feed name in the list and navigate to the Products tab The changed products are automatically assigned and displayed in the list	All displayed products will be exported later by using this data feed. At the moment all existing products will be exported.
2	Optional step: If the data feed has not been executed at least one time run the incremental product data feed.	Go to Catalog - Data Feeds. Select the Incremental Adobe Data Feed and click Run. Wait until the data feed has finished and download the data file.	The data file is generated at: <IS_HOME>\share\sites\Geometrixx-GeometrixxOutdoors-Site\units\Geometrixx-GeometrixxOutdoors\syndication\export
3	Check the products for the next incremental update.	Click the incremental product data feed name in the list and navigate to the Products tab.	No product is selected (because no product was updated since the last execution).
4	Change some product information.	Navigate to a product and change the description.	The product description of a product has changed.
5	Check the products for the next incremental update.	Go to Catalog - Product Data Feeds Click the incremental data feed name in the list and navigate to the Products tab	The incremental update found the changed product
6	Optional step: Delete the assigned products.	Delete all assigned products:	No product is selected anymore
7	Optional step: Reconfigure the incremental product data feed.	To enable the selection of last modified products you have to select the products with the Advanced Search and set a arbitrary Last Modified From Date. This Last Modified From Date will be automatically replaced by the execution date and time of the last execution of this feed. Click on Assign All to add all products which have been updated since the last execution of the data feed. Note This feed shows only changed and new products in the product tab. If there are no changed or new products the list shows 'No products assigned'. Deleted products are not handled by this feed yet. If there are deleted products you need to execute a full import or delete it manually in AEM.	The incremental update found again the changed product.
8	Export Product Data	Go To Catalog - Data Feeds. Select the Incremental Adobe Data Feed and click Run Wait until the data feed has finished and download the data file.	The data file is generated at: <IS_HOME>\share\sites\Geometrixx-GeometrixxOutdoors-Site\units\Geometrixx-GeometrixxOutdoors\syndication\export

Note

The incremental product data feed does not contain changed images!

Adobe Product Express Update CSV Data Feed

The import process can take a long time so you can select specific areas of the catalog for an express update that is triggered manually. The products which will be part of the next express update can be selected manually within the product section in the Intershop 7.

Step	Description	What to do - step by step	Experience
1	Check existing product.	Check the information held in AEM for the relevant product(s), in the appropriate sub-tree under: /etc/commerce/products	Check property description.
2	Change description in Intershop.	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner: Change the description of a product of the catalog Outdoors in the Intershop Commerce Management application (Sales Channel Geometrixx)	The description of a product has changed.
3	Add a product to Express Update queue.	In Intershop enter a product detail page and use the checkbox Express Update to mark a product for Express Update in AEM:	The product is added to the Express Update queue.
5	Export marked express updated products.	Go to Catalog - Data Feeds. Select the Adobe Product Express Update CSV Data Feed and click Run. Wait until the data feed has finished and download the data file.	The data file is generated at: <IS_HOME>\share\sites\Geometrixx-GeometrixxOutdoors-Site\units\Geometrixx-GeometrixxOutdoors\syndication\export

Adobe Product Image Data Feed

The product image zip data feed produces an image zip-file of product images for a specified type.

Step	Description	What to do - step by step	Experience
1	Configure the data feed.	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner: Go to Catalog - Data Feeds. Click the product image data feed name in the list and navigate to the Products tab. The products for which the images should be exported can either be assigned by Search or by Browse. (Which product images have to be exported is determined by using the standard functionality of product data feeds to select products).	The images of all selected products will be exported later by using this data feed.
2	Export product images.	Go to Catalog - Data Feeds. Select the Product Image Adobe Data Feed and click Run. Wait until the data feed has finished and download the data file.	The data file is generated at: <IS_HOME>\share\sites\Geometrixx-GeometrixxOutdoors-Site\units\Geometrixx-GeometrixxOutdoors\syndication\export

Catalog Data Feed

The catalog data feed exports catalog and category data. The data feed determines the catalogs of the assigned products and exports this catalog and its categories into a CSV file. The configured data feed transfers:

The category ID,
The category display name and
A tag that is used to link the products to category sections in the AEM.

Step	Description	What to do - step by step	Experience
1	Configure the data feed.	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner: Go to Catalog - Data Feeds Click the catalog data feed name in the list and navigate to the Catalog tab Choose a catalog to export:	The catalog will be exported later by using this data feed.
2	Export catalog data.	Go to Catalog - Data Feeds. Select the Adobe Catalog Data Feed and click Run. Wait until the data feed has finished and download the data file.	The data file is generated at: <IS_HOME>\share\sites\Geometrixx-GeometrixxOutdoors-Site\units\Geometrixx-GeometrixxOutdoors\syndication\export

Step

Description

What to do - step by step

Experience

Configure the data feed.

Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem
Log in with the following credentials:
admin
intershop7
Geometrixx
Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner:
Go to Catalog - Data Feeds
Click the catalog data feed name in the list and navigate to the Catalog tab

Choose a catalog to export:

The catalog will be exported later by using this data feed.

Export catalog data.

Go to Catalog - Data Feeds.
Select the Adobe Catalog Data Feed and click Run.
Wait until the data feed has finished and download the data file.

The data file is generated at: <IS_HOME>\share\sites\Geometrixx-GeometrixxOutdoors-Site\units\Geometrixx-GeometrixxOutdoors\syndication\export

Import - AEM

Actual product information imported from Intershop or any other source is held in the CRX repository under:

/etc/commerce/products

The current version does not take care for the deletion of obsolete catalogs & products.

Delete the existing product data from the AEM

If required, before the actual import, delete all existing product data using CRXDE Lite:

Navigate to Commerce - Products in the AEM and select Intershop Geometrixx Outdoors Products folder.
Select all products and click Delete.

There is a variety of ways to import product and catalog data. The product and catalog data can be imported when initially setting up the environment, or after changes have been made in the Intershop data.

The import supports both, full import and incremental import. A full import assumes an import of complete product or catalog data. Therefore the full import deletes all existing data in the selected area and re-creates all the products or catalogs from the given input data file. The incremental import keeps the existing product or catalog data and updates this data with the contents in the given input data file.

Product Data Import

Full Product Data Import (Including Images)

A full import assumes an import of complete product or catalog data. Therefore the full import deletes all existing data in the selected area and re-creates all the products or catalogs from the given input data file.

Step	Description	What to do - step by step	Experience
Precondition: The Adobe product data feed and the Adobe product image data feed have been executed and the CSV-files are available (see 1842740607 & 1842740607).
1	Optional step: Remove existing product data in the AEM.	Log in to AEM http://localhost:4502/libs/granite/core/content/login.html with the following credentials: admin admin Navigate to Commerce - Products in the AEM and select Intershop Geometrixx Outdoors Products folder Select all products and click Delete.	All products are removed.
2	Import product data.	Log in to AEM http://localhost:4502 /libs/granite/core/content/login.html with the following credentials: admin admin Go to Commerce - Products. Select the Intershop Geometrixx Outdoors Products folder. Click the Import Products icon. Select the Intershop importer. To run full import mode uncheck Incremental Import. Select the products.csv data feed and the image.zip. Click on Next to start the import.	When complete, you can verify the data imported at: http://localhost:4502/crx/de/index.jsp#/etc/commerce/products/intershop_base_catalog
3	Optional step: Change product data in Intershop.	Change the description of a product of the catalog Outdoors in the Intershop Commerce Management application (Sales Channel Geometrixx) Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx Navigate to the Sales Channel Geometrixx and change a product description a product of the catalog Outdoors	Description is changed in Intershop.
4	Optional step: Import product data again.	Run again the 1842740607. Repeat #2	Refresh node in CRXDE. Check the changed property description of the updated product.

Incremental Product Data Import

The incremental import keeps the existing product or catalog data and updates this data with the contents in the given input data file.

Step	Description	What to do - step by step	Experience
1	Check existing product.	Check the information held in AEM for the relevant product(s), in the appropriate sub-tree under: http://localhost:4502/crx/de/index.jsp#/etc/commerce/products/intershop_base_catalog	Check property description of an existing product.
2	Optional step: Run the incremental data feed.	If you want to use the incremental data feed (update only changed products) you have to trigger the export once in the Intershop system: Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem. Log in with the following credentials: admin intershop7 Geometrixx. Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner. Go to Catalog - Data Feeds. Select the Incremental Adobe Data Feed and click Run.	The data file is generated at: <IS_HOME>\share\sites\Geometrixx-GeometrixxOutdoors-Site\units\Geometrixx-GeometrixxOutdoors\syndication\export
3	Change product data in Intershop.	Change the description of the checked product of the catalog Outdoors in the Intershop Commerce Management application (Sales Channel Geometrixx).	The description of a product has changed.
4	Export the product data.	Either you export all products or only changed ones in the Intershop system: Go to Catalog - Data Feeds. Select the Incremental Adobe Data Feed (only changed products are exported - images are not included) OR the Adobe Product CSV Data Feed and Adobe Product Image Data Feed and click Run.	The data file is generated at: <IS_HOME>\share\sites\Geometrixx-GeometrixxOutdoors-Site\units\Geometrixx-GeometrixxOutdoors\syndication\export
5	Do incremental import	Log in to AEM http://localhost:4502 /libs/granite/core/content/login.html with the following credentials: admin admin Go to Commerce - Products. Select the Intershop Geometrixx Outdoors Products folder. Click the Import Products icon. Select the Intershop importer. Select the incremental checkbox to do an incremental import. Select the incremental.csv, OR the products.csv data feed and the image.zip. Click on Next to start the import.	When complete, you can verify the data imported at: http://localhost:4502/crx/de/index.jsp#/etc/commerce/products/intershop_base_catalog The description of the updated product has changed in the AEM.

Express Update

Step	Description	What to do - step by step	Experience
1	Change a product description in Intershop and run the Adobe Product Express Update CSV Data Feed.	Do the steps described in the section 1842740607.	The data file is generated at: <IS_HOME>\share\sites\Geometrixx-GeometrixxOutdoors-Site\units\Geometrixx-GeometrixxOutdoors\syndication\export
2	Import the changed product information into AEM.	Log in to AEM http://localhost:4502/libs/granite/core/content/login.html with the following credentials: admin admin Navigate to Commerce - Products in the AEM. Select the Intershop Geometrixx Outdoors Products folder and click the Import Products icon. Select the Intershop importer. Select the incremental checkbox to import the updated products. Select the express_update.csv. Click on Next to start the import.	When complete, you can verify the data imported at: http://localhost:4502/crx/de/index.jsp#/etc/commerce/products/intershop_base_catalog The description of the updated product has changed in the AEM.

Automated Product Import

There is a product import job that can import product data automatically into AEM. The job is disabled per default. To enable the job you need to configure it in the AEM Web Console Configuration http://localhost:4502/system/console/configMgr Look for the name 'Intershop Product Import Job' and click on the name to change the configuration. Edit the 'Product CSV Path' to point to the location of the export files of the intershop location and check the 'Job Enabled' checkbox to enable the job.

The other default values will match the default feed configuration and must only be changed if you have set up different feeds or a different store. By default the job runs every 30 seconds to check if one of the given files in the list is changed. The schedule expression uses a quartz cron expression. See Quarz Scheduler Documentation for more information. If a changed file is detected the product import is started immediately. The first file in the list is assumed to be a full import file. If this file changes the import runs as a full import. Other files in the list of Product CSV File Names are assumed to contain incremental product data and an incremental import is run if one of these files are changed.

Currently only product data and no catalog import CSVs are supported for automated import.

Catalog Data Import

Step	Description	What to do - step by step	Experience
1	Optional step: Remove existing catalog sections in the AEM.	In CRXDE Lite, navigate to the sub-tree holding the catalog data: /content/catalogs/ish-geometrixx-outdoors/intershop_base_catalog http://localhost:4502/crx/de/index.jsp#/content/catalogs/ish-geometrixx-outdoors/intershop_base_catalog Delete the section nodes that holds your catalog data; for example: women, men, seasonal, equipment. Click Save All to persist the change.	Nodes with catalog data are removed.
2	Export catalog data from Intershop.	Do the steps described in the section 1842740607.	The data file is generated at: <IS_HOME>\share\sites\Geometrixx-GeometrixxOutdoors-Site\units\Geometrixx-GeometrixxOutdoors\syndication\export
3	Import catalog data.	Log in to AEM http://localhost:4502 /libs/granite/core/content/login.html with the following credentials: admin admin Go to Commerce - Catalogs. Select the Intershop Geometrixx Outdoors blueprint folder. Click the ImportBlueprints icon. Select the Intershop importer. Select the incremental checkbox to do an incremental import (to run full import mode uncheck all checkboxes). Select the catalogs.csv produced from the data feed. Click Next to start the import.	When complete, you can verify the data imported at: http://localhost:4502/crx/de/index.jsp#/content/catalogs/ish-geometrixx-outdoors/intershop_base_catalog

Rollout the Catalog

To display the product and category data on the Geometrixx Outdoors storefront, it's necessary to rollout the imported catalog. This process creates the content pages as nodes in the CRX repository.

Step	Description	What to do - step by step	Experience
1	Optional step: Configure the rollout of the catalog.	Navigate to the CatalogSyncConfig of the intershop base catalog to set the rollout for the correct content pages: http://localhost:4502/crx/de/index.jsp#/content/catalogs/ish-geometrixx-outdoors/intershop_base_catalog/ jcr:content/cq:CatalogSyncConfig/catalog Set the cq:catalogPath to /content/geometrixx-outdoors/en_us	The catalog data are prepared for a rollout to the Geometrixx Outdoors storefront (en_US).
2	Rollout the catalog data.	Go to http://localhost:4502/aem/catalogs.html/content/catalogs/ish-geometrixx-outdoors Rollout the intershop_base_catalog. Click the button Rollout Changes.	Go to http://localhost:4502/editor.html/content/geometrixx-outdoors/en_US.html. Check the newly created product pages.

Change Product Price

Currently all product prices within the Geometrixx demo store are updated dynamically (no additional rollout needed) from the IS 7.

Step	Description	What to do - step by step	Experience
1	Check current price in AEM.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US/men/shirts/ashanti-nomad.html	Check price for all sizes (should be the same).
2	Change the product price in Intershop.	Change the price of a product of the catalog Outdoors in the Intershop Commerce Management application (Sales Channel Geometrixx): 320984-S Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx Navigate to the Sales Channel Geometrixx and change the product price of the product 320984-S of the catalog Outdoors.	The product price is changed to a new value.
3	Check the new price in AEM.	Refresh product browser page (page from step 1).	The recently updated price appears without any update or import effort: new defined price for size small Old prices for the other sizes

Shopping Cart

A customer can add a product to the cart while browsing the according product detail page (Geometrixx Outdoors).

Note

There is currently no error handling implemented regarding max. quantity or something else. Only wrong formats are handled by a customer notification.

Step	Description	What to do - step by step	Experience
1	Add a product to the cart.	Navigate to a product within the Geometrixx Outdoors storefront. Add 5 shirts to the cart (ensure that this amount is valid - check within the IS 7) and Click ADD TO CART.	If the format was correct, the cart page holding the expected amount of the added product is displayed:
2	Change the product quantity.	Change the quantity a product in the cart:	The quantity of the product has changed.
3	Optional step: Remove a cart item	Click on the remove button next to the product image of a line item.	As a result the product is removed from the cart:

Restore Cart

Anonymous user

Restoring a cart enables to continue shopping in the future.

Step	Description	What to do - step by step	Experience
1	Shop shirts as an anonymous user.	Make sure you are not logged-in as a customer Go to the desired product. Add 5 shirts to the cart	Cart should look like this:
2	Close your browser.		-
3	Go back on cart page.	Go with the same browser to this page: http://localhost:4502/cf#/content/geometrixx- outdoors/en_US/user/cart.html	Cart should look the same as before (1 article with the amount of 5 shopped)

Registered user

A registered customer will get an abandoned basket after the next login. Therefore no existing cookies (including the basket ID) are needed.

Step	Description	What to do - step by step	Experience
1	Log in and shop one shirt as a registered user.	Make sure you are logged-in as a customer (Andrew Schaeffer): Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US/men/shirts/ashanti-nomad.html Add 5 shirts to the cart.	Cart should look like this:
2	Optional step: Delete all cookies in you browser.	-	-
3	Close your browser.	-	-
4	Open your browser and go back on cart page.	Go with the same browser to this page: http://localhost:4502/cf#/content/geometrixx- outdoors/en_US/user/cart.html Log in again as the same customer (Andrew Schaeffer).	Cart should look the same as before (1 article with the amount of 5 shopped).

Promotion

Preamble : Since a sync between Intershop and Adobe Promotions is yet to be implemented, promotions need to be maintained on both systems to display some promotion specific content.

Documentation: Create a promotion in AEM.

To add some promotion specific content on the Geometrixx Outdoors storefront, it is currently necessary to create the promotion also in the AEM.
Therefore, a Marketing Manager has to create a customer segment within the AEM, which serves as a promotion rule.
Afterwards a campaign is needed to cluster all promotion specific content, which is related to a defined customer segment.

You can find all information about the creation of a promotion in the AEM here: Create a Promotion in Adobe

Further documentation: http://docs.adobe.com/docs/en/aem/6-0/author/personalization/campaigns.html

Due to the fact that the Intershop system handles the basket calculation, it is also necessary to create and manage the promotions in the Intershop system.

Up to now these promotion discount types are working:

Order promotions
Shipping promotions

Note

Free gift promotions and line item promotions are not implemented yet.

Step	Description	What to do - step by step	Experience
1	Optional step: Log in the Intershop Commerce Management application.	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx	Logged in as admin in the Intershop Commerce Management application.
2	Optional step: Check the promotion in the Intershop Commerce Management application.	Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner: Navigate to the available promotions for this channel: Marketing > Promotions . Select the promotion Free Shipping over $100. View the promotion description which will be shown on the Geometrixx Outdoors storefront: View the discount rules:	The promotion discount is defined (free shipping) in the Intershop system.
3	Optional step: Log in in the AEM Commerce Management application.	Go to http://localhost:4502/libs/granite/core/content/login.html and Log in as admin (password: admin)	Logged in as admin:
4	Optional step: Check the settings for the potential promotion content in AEM (customer segment)	Go to http://localhost:4502/miscadmin#/etc/segmentation/geometrixx-outdoors/ordervalue75to100 Double click on the segment Order Value $75 to $100, or go to http://localhost:4502/etc/segmentation/geometrixx-outdoors/ordervalue75to100.html	A customer segment exists, which includes all customers with a cart total equal to or greater than $75 and less than $100.
5	Optional step: Check the settings for the potential promotion content in AEM (campaign)	Go to the Intershop Big Spender Campaign and click on the first Experience Order Value $75 to $100 for the potential promotion content free shipping over $100. http://localhost:4502/siteadmin#/content/campaigns/geometrixx-outdoors/intershop-big-spender/ordervalue75to100 Double click on the Experience Order Value $75 to $100 to see when it will be displayed (if the newly created customer segment Order Value $75 to $100 is active). Double click on the Last Viewed Product Teaser to see the content in a preview: The teaser is shown at the location intershop-cart-teaser.	If the customers order has a cart total equal to or greater than $75 and less than $100 he will get displayed a teaser with some information about the potential free shipping promotion over $100 and a link to the last viewed product.
6	Add some products to the cart.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US/men/shirts/ashanti-nomad.html Add 3 shirts to the cart.	The cart is displayed and a potential promotion teaser appears:
7	Set a new quantity to get the promotion discount.	Enter a new quantity of 4 and click Set.	The free shipping promotion is now active. The promotion description appears below the cart and the order costs are adjusted:

Note

Promotions with a promotion code are not displayed below the cart. They are interpreted as voucher and therefore displayed within the cart summary (see section 1842740607).

Limitations of the promotion functionality

Adding promotions by Adobe is not supported.
The message defined in Discount Rules > Message is not transmitted.
Images in message texts are not supported at Intershop adapter side.
Only order and shipping promotions (item promotions are not available via rest) are available.
Automatic gift promotions are not supported.

Potential Promotion

Potential promotions are ordinary promotions that have an additional condition. When this condition is matched, but the promotion is not applied, a message appears to encourage the customer to trigger the promotion.

Step	Description	What to do - step by step	Experience
1	Create a potential promotion in Intershop.	Go to the Discount Rules tab of an already existing promotion, e.g., Free Shipping over $100. (If you do not see the dynamic Message section, check if there is a discount condition) Click on New to create a new potential promotion for the existing promotion: Choose a trigger and enter a message which will appear on the cart page of the Geometrixx Outdoors site:	The potential promotion is now active.
2	Optional step: Prepare additional potential promotion content in AEM.	Do steps 4 & 5 of 1842740607	Additional teaser content prepared for the protential promotion.
3	Add some products to the cart.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US/men/shirts/ashanti-nomad.html Add 3 shirts to the cart.	The cart is displayed with a potential promotion teaser and the potential promotion message:

Vouchers / Promotion Codes

A voucher or coupon code is a code, consisting of letters or numbers that consumers can enter into a promotional box on a site's shopping cart checkout page to obtain a discount on their purchase, such as a percentage off purchase, free shipping,or other discount. At the moment a customer can add a promotion code on the cart page and during checkout. To get the set discount the cart must met the promotion requirements defined in the intershop system via the discount rules.

Step	Description	What to do - step by step	Experience
1	Optional step: Log in the Intershop Commerce Management application.	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx	Logged in as admin in the Intershop Commerce Management application.
2	Optional step: Check the promotion in the Intershop Commerce Management application	Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner: Navigate to the available promotions for this channel: Select the promotion $10 Rebate over $150 (Code: ISH). View the promotion description which will be shown on the Geometrixx Outdoors storefront: View the promotion code which is used in the Geometrixx Outdoors storefront. View the discount rules.	The promotion discount is defined for the promotion code ISH in the Intershop system
3	Add products to the cart to get the promotion discount.	Go to http://localhost:4502/editor.html/content/geometrixx-outdoors/en_US/men/shirts/ashanti-nomad.html Add 6 shirts to the cart to get the promotion discount (at least an amount of $150 is necessary).	The product is part of the cart and the free shipping promotion is available.
4	Enter the promotion code.	Enter the promotion code ISH to get 10 $ off.	The promotion code is displayed and the discount applied to the cart. The current displayed name consists of the "Promotion Code" + ": " + "Promotion Description" (these information are managed by the Intershop system).

The voucher can also be added on the Checkout step 1 & submit order page:

Example: Checkout step 1	Example: Checkout step 2 / submit order

Note

At the moment it is not possible to remove a promotion code.

Registration

A customer can register himself / herself on the storefront of the Geometrixx Outdoors store and thus create an account.

Step	Description	What to do - step by step	Experience
1	Navigate to the registration form.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US.html Click on Sign in or Register. Click on Create Account.	The registration form is displayed.
2	Create an account.	Enter your user data, for example: E-Mail: john.doe@test.intershop.de Password: intershop7 Confirm Password: intershop7 Last Name: Doe First Name: John ... Click on Register.	A thank you page appears.
Note The user will be created in the Intershop system after the first successful login into the Geometrixx storefront. Right now, the user does not exist there.

Login

A customer can log in if an account was created before. The customer has to enter an e-mail address and the corresponding valid password. After a successful login the customer is lead to the already opened storefront page.
If the customer does not exist within the IS 7, he / she will be created.

Step	Description	What to do - step by step	Experience
1	Log in with the registered account.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US.html Click on the Sign In or Register-link in the header. Enter the following credentials: john.doe@test.intershop.de intershop7 Click on SIGN IN.	The user John Doe is logged in.
2	Check the Intershop system for the created user.	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner. Click on Customers > Customers.	The user John Doe is created in the Intershop system.

Basket Takeover After Login

A customer can reuse an anonymously created basket after logging in. This way a customer can easily continue shopping without adding again all products to the cart.

If the customer has an already existing cart, the items are automatically added to the personalized cart.

Step	Description	What to do - step by step	Experience
1	Add a product to the cart as an anonymous customer.	Make sure you are not logged-in as a customer. Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US/men/shirts/ashanti-nomad.html Add 5 shirts to the cart.	The cart looks like:
2	Ensure that a customer exists (see section 1842740607).	Click on the Sign In or Register-link in the header or Sign in for a faster checkout in the cart summary. Enter the following credentials: john.doe@test.intershop.de intershop7 Click on SIGN IN	The customer is logged in and the cart items were transferred to the customers basket.

Checkout

Registered Customer

Step	Description	What to do - step by step	Experience
1	Log in with a registered account.	Make sure that there exists a registered customer (if not, follow the steps described in 1842740607) Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US.html Click on the Sign In or Register-link in the header. Enter the following credentials: john.doe@test.intershop.de intershop7	The customer John Doe is logged in.
2	Add a product to the cart.	Go to http://localhost:4502/editor.html/content/geometrixx-outdoors/en_US/men/shirts/ashanti-nomad.html Add a shirt to the cart.	The cart page appears and the current basket includes 1 shirt.
3	Checkout step 1	Click on CHECKOUT. Enter billing and shipping address (already pre-filled). Set a delivery method. The choice of the selected shipping method within the storefront has currently no influences on the used shipping method, because the shipping method Standard Ground is hard coded. Therefore, this shipping method has to be defined in the Intershop system: Enter payment information. (Maestro, 4111111111111111, Max Mustermann, 12/15) The choice of the selected payment method within the storefront has currently no influences on the used payment method, because the payment method BPS_INVOICE is hard coded. Therefore, this payment method has to be defined in the Intershop system: Click on Next.	An order review page appears.
4	Checkout step 2	Enter the security number: 123. Click SUBMIT ORDER.	The order is transmitted to the Intershop system and a Thank You page is displayed:
5	Optional step: Check the order in the my account section.	Click on the order number link on the thank you page.	The order detail page of the order appears:
6	Check the order in the Intershop system.	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner. Navigate to Orders > Order List.	The newly created order was generated.
7	Optional step: Check the notification e-mail	If the Intershop system is correctly configured an order confirmation e-mail is sent to the customers e-mail address.	-

Unregistered Customer

The system supports a checkout for not registered customer. Therefore, the customer has to enter his / her e-mail address while the checkout process to send him an e-mail confirmation after a successful order generation.

Step	Description	What to do - step by step	Experience
1	Add a product to the cart as an anonymous customer.	Make sure you are not logged in as a customer. Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US/men/shirts/ashanti-nomad.html Add 5 shirts to the cart.	The cart looks like:
2	Checkout step 1	Click on CHECKOUT. Enter billing and shipping address . Set a delivery method. The choice of the selected shipping method within the storefront has currently no influences on the used shipping method, because the shipping method Standard Ground is hard coded. Therefore, this shipping method has to be defined in the Intershop system: Enter payment information. (Maestro, 4111111111111111, Max Mustermann, 12/15) The choice of the selected payment method within the storefront has currently no influences on the used payment method, because the payment method BPS_INVOICE is hard coded. Therefore, this payment method has to be defined in the Intershop system: Click on Next.	An order review page appears:
3	Checkout step 2	Enter the security number: 123. Click SUBMIT ORDER.	The order is transmitted to the Intershop system. A Thank You page is displayed.
4	Check the order in the Intershop system.	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner. Navigate to Orders > Order List.	The newly created order was generated.
5	Optional step: Check the notification e-mail.	If the Intershop system is correctly configured an order confirmation e-mail is sent to the customers e-mail address.	-

My Account

The my account section allows the Geometrixx Outdoors customer to see all available order information stored in the Intershop system. The account settings and profile information were not touched by the Intershop implementation yet.

Order Information

Open Orders

The Open Orders section can be reached via the Open Orders link in the My Account section. It displays all open orders sorted descending by the creation date.

Definition of an open order: Status is pending, in progress or new

Step	Description	What to do - step by step	Experience
1	Do a checkout.	Follow the instructions under 1842740607.	At least 1 order is placed.
2	View all open orders.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US.html Click on My Account (top menu). Click Open Orders link.	A page displays all open orders sorted descending by the creation date.
3	Optional step: Check additional order information.	Click on an order to see more information about it.	The order detail page is displayed.

Order History

The Order History section can be reached via the Order History link within the My Account section. The list holds all completed orders (completed, rejected, cancelled, delivered, cancelled and exported, returned, not deliverable).

Step	Description	What to do - step by step	Experience
1	Do a checkout.	Follow the instructions under 1842740607.	At least 1 order is placed.
2	View all open orders.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US.html Click on My Account (top menu). Click Order History link.	A page displays all completed orders sorted descending by the creation date.
3	Optional step: Check additional order information.	Click on an order to see more information about it.	The order detail page is displayed.

Note

Promotion messages are not displayed at the moment.

Account Settings

Address Book

Address book could be used to add, edit or delete customer’s addresses. Those addresses are synchronized between Intershop and AEM. They could be used as shipping or billing address during the checkout process. To access the address book you need to go to My Account and click one of the links under Account Settings.

Step	Description	What to do - step by step	Experience
1	Log in as a registered customer.	Follow the instructions under 1842740607.	The customer John Doe is logged in:
2	Manage the customers addresses.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US.html Click on My Account (top menu). Click Address Book link.	A page displays all available addresses of the customer.
3	Change an existing address.	Click on Edit to change an existing address. Change the Street Address 1 to Fake Street 2 and update the address.	The customer address has changed.
4	Add a new address.	Click on Add new address . Enter a new address and click Add Address	A new address is added to the customers address list.
5	Change the default address.	Click on Make default to change the newly created address as the default address.	The default address has changed.
6	Check the changes in the Intershop system.	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner. Navigate to Customers > Customers. Click on the customer John Doe and navigate to addresses.	The users has now: An adapted address A new address A new default address
7	Optional step: delete an existing address	Delete the old address.	The address is deleted.
8	Optional step: : Check the deleted address in Intershop.	Repeat #6.	The address is deleted in the Intershop system.

The default address is used to pre-fill the customer address data while the checkout process.

Change Password

Customers can change their password.

Step	Description	What to do - step by step	Experience
Precondition: This scenario must be tested on a publishing instance of the AEM.
1	Log in as a registered customer.	Follow the instructions under 1842740607.	The customer John Doe is logged in.
2	Change the existing password.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US.html Click on My Account (top menu). Click Change Password link.	A form appears to change the existing password.
3	Change the password.	Enter the current password:intershop7. Enter a new passsword and confirm it: intershop8. Click Submit.	The password has changed and a success page appears.
4	Optional step: Check the new password.	Log out. Try to log in with the new password.	The customer is logged in again.

To test the password of a customer it is necessary to set up an edit and live system: see How to set up an edit and live system for the AEM including Intershop Commerce Pro 2.0 for Adobe Experience Manager.

Password Hint

Customers can change their password reminder.

Step	Description	What to do - step by step	Experience
1	Log in as a registered customer.	Follow the instructions under 1842740607.	The customer John Doe is logged in.
2	Change the password hint.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US.html Click on My Account (top menu). Click Password Hint link. Select a security question, enter an answer and click Update .	The password hint has changed and a success page appears.

Profile Information

Edit Profile

Customers can edit their profile. The changed attributes are automatically transferred to the Intershop system.

Step	Description	What to do - step by step	Experience
1	Log in as a registered customer.	Follow the instructions under 1842740607.	The customer John Doe is logged in.
2	Check the existing profile information.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US.html Click on My Account (top menu). Click Edit Profile link.	A page with some profile information appears.
3	Change the existing profile information.	Change some personal information. Change the last name. Add the birthday and a phone number. Clich Save	The customers attributes have changed.
4	Verify the changes in the Intershop system.	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner. Navigate to Customers > Customers. Click on the customer John Doe and verify the general information about the customer.	The changed attributes are displayed.

Changing the e-mail address may lead to some display errors in the Geometrixx storefront.

Wish List

Registered customers can create wish lists for products they are unable to purchase for some reason. From My Account section is a full control over the created wish lists possible including viewing wish lists, ordering wish list products, editing or removing wish lists.

Add a Wish List

Step	Description	What to do - step by step	Experience
1	Log in as a registered customer.	Follow the instructions under 1842740607.	The customer John Doe is logged in.
2	Check the existing wish lists.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US.html Click on My Account (top menu). Click Wish Lists link.	A page with all existing with lists appears (currently there are no wish lists there).
3	Create a new wish list.	To create a new wish list, click on New wish list... Enter a name and click on Add Wish List. Close the light box and press F5 to refresh the page.	The newly created wish list is part of the wish list overview.

Update a Wish List

A wish list can be updated by using the Edit link.

Step	Description	What to do - step by step	Experience
1	Add a wish list.	Follow the instructions under 1842740607.	The wish list overview is displayed.
2	Edit an existing wish list.	Click the Edit link and change the name of the wish list. Click Save Changes.	The wish list overview is displayed with the changed naming of the wish list.
3	Optional step: Edit an existing wish list.	Click on the wish list on the wish list overview page. Click the Edit link and change the name of the wish list.	The wish list detail page is displayed with a new naming.

Delete a Wish List

A wish list can be deleted by using the Delete link next to a wish list in the wish lists page or from the wish list contents page.

Step	Description	What to do - step by step	Experience
1	Add a wish list.	Follow the instructions under 1842740607.	The wish list overview is displayed.
2	Add a second wish list.	Add a second wish list My Second Wish List by following the instructions under 1842740607.	The wish list overview is displayed.
3	Delete a wish list. (wish list overview)	Click Delete next to a wish list in the wish list overview page.	The wish list is deleted.
4	Delete a wish list. (wish list content page)	Click on the wish list on the wish list overview page. Click Delete.	The wish is deleted.

Wish List Contents

Clicking on the name of a wish list opens the wish list contents page. It shows each product included in the wish list.

Add a Product to Wish List

Step	Description	What to do - step by step	Experience
1	Add some wish lists.	Follow the instructions under 1842740607 to create some wish lists: Summer Clothes Jane's Bithday Next Christmas	The wish list overview is displayed.
2	Add a product to a wish list.	Go to http://localhost:4502/editor.html/content/geometrixx-outdoors/en_US/men/shirts/ashanti-nomad.html Click +Add to wishlist. Select a wish list and click Add.	A customer notification appears.
3	Verify the wish list content.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US.html Click on My Account (top menu). Click Wish Lists link. Click on the Summer Clothes wish list.	The wish list contains the newly added product.

Remove a Product from Wish List

Step	Description	What to do - step by step	Experience
1	Add a product to a wish list.	Follow the instructions under 1842740607 to add a product to a wish list.	At least one product was added to an existing wish list.
2	Remove a product from a wish list.	Navigate to the wish list overview and click on the wish list which holds products. Click delete button next to the product image of a line item to remove it from the wish list.	The product was removed from the wish list.

Add Wish List Items to Cart

Step	Description	What to do - step by step	Experience
1	Add some products to a wish list.	Follow the instructions under 1842740607 to add some products to a wish list.	At least two different products were added to an existing wish list.
2	Add a wish list items to the cart.	Navigate to the wish list overview and click on the wish list which holds products. Clicking button +Add to cart adds only the relevant product with its quantity.	The product was added to the cart.
3	Optional step: Add all wish list items to the cart.	Navigate to the wish list overview and click on the wish list which holds products. Clicking button Add All To Cart adds only the relevant product with its quantity.	The product was added to the cart.

Order History Segmentation Trait

The Intershop system provides order history data to generate segments in the Adobe Experience Manager.

Step	Description	What to do - step by step	Experience
1	Log in in the AEM Commerce Management application.	Go to http://localhost:4502/libs/granite/core/content/login.html and Log in as admin (password: admin)	Logged in as admin.
2	Create a new customer segment in the AEM.	Go to http://localhost:4502/miscadmin#/etc/segmentation/geometrixx-outdoors Click on New... to create a new customer segment. Select Segment and type in a name and a title of the segment. Title: Order Count Is Equals 1 Name: ReturningCustomer	A new customer segment was created.
3	Add Order History to the Client Context.	Click on the name of the created customer segment to open the list view for that segment, then double click it to open its configuration page. Press Ctrl+Alt+C to open the client context. Click on in the upper left corner to edit the client context. Drag Order History from the panel to the client context. Close the client context editing page.	The client context now contains the order history .
4	Add a rule to the customer segment based on the order history from Intershop.	Go to the customer segment configuration page of the segment Order Count Is Equals 1 and drag Order History Property from the panel to the segment. Click on the Unresolved Image to configure the rule. Configure the segment rule and click OK. Property name: Order count Operator: equals Property value: 1	A customer segment exists, which includes all customers with an order count of 1 (returning customer).
5	Optional step: Prepare a promotion for returning customers in Intershop.	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem Log in with the following credentials: admin intershop7 Geometrixx Navigate to the sales channel Geometrixx Outdoors by using the channel selector in the upper right corner. Navigate to the available promotions for this channel. Create a new promotion 10 % discount for returning customer. Enable the promotion, enter a name and a description: 10 % discount for returning customer. Select the target group Recurring Customers. Configure the promotion discount: Order Discount: Order Percentage Off IS 10.0% , the maximum number of applications per order is 1.	A promotion 10 % discount for returning customer was created in the Intershop system.
6	Optional step: Create a new experience for recurring customer.	Create a new experience as part of the storefront campaign: Navigate to http://localhost:4502/mcmadmin#/content/campaigns/geometrixx-outdoors/storefront. Enter a title and a name: Recurring_Customer. Select the segment ReturningCustomer: /etc/segmentation/geometrixx-outdoors/ReturningCustomer Optional: Upload an image.	A new experience as part of the storefront campaign exists.
7	Optional step: Prepare some content in the AEM to advertise the discount for returning customer.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US.html and switch to the classic UI editor mode. Create a new image component by using the panel. Upload an image. Assign a campaign to the image teaser (righ click on the image). Select the Storfront Campaign. Add the experience Recurring Customer.	An image teaser was added to the storefront, that will be only displayed for customers of the segment ReturningCustomer.
8	Buy something as a registered customer.	Follow the instructions under 1842740607 to create the first order for a customer. Check the my account section Open Orders to have a look at the newly created order.	The order was created with the status new.
9	Manipulate the Intershop data base.	To see the segment specific content, it's necessary manipulate the Intershop data base to change the order status of the newly created order (for example from 3 to 5).	The order now appears in the Order History section with the status completed.
10	Check the Client Context of the customer.	Press Strg+Alt+C to open the client context.	The client context contains the order history data.
11	Optional step: Check the campaign content in the storefront.	Go to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US.html and open the client context (Strg+Alt+C). Select as active campaign Storefront Campaign and as active experience RecurringCustomer.	The promotion teaser is displayed.
12	Optional step: Check the promotion for recurring customers on the cart page.	Got to http://localhost:4502/cf#/content/geometrixx-outdoors/en_US/equipment/hiking/Cuzco.html and add 1 product to the cart.	The cart contains the discount for recurring customers.

Disclaimer

The information provided in the Knowledge Base may not be applicable to all systems and situations. Intershop Communications will not be liable to any party for any direct or indirect damages resulting from the use of the Customer Support section of the Intershop Corporate Web site, including, without limitation, any lost profits, business interruption, loss of programs or other data on your information handling system.

Table of Contents

Introduction

Software Version Information

Glossary

References

Product & Catalog Management

Export - IS 7 Data Feeds

Product Data Feeds

Adobe Product CSV Data Feed

Adobe Incremental Product CSV Data Feed

Adobe Product Express Update CSV Data Feed

Adobe Product Image Data Feed

Catalog Data Feed

Import - AEM

Product Data Import

Full Product Data Import (Including Images)

Incremental Product Data Import

Express Update

Automated Product Import

Catalog Data Import

Rollout the Catalog

Change Product Price

Shopping Cart

Restore Cart

Promotion

Potential Promotion

Vouchers / Promotion Codes

Customer Registration & Login

Basket Takeover After Login

Checkout

Registered Customer

Unregistered Customer

My Account

Order Information

Open Orders

Order History

Account Settings

Address Book

Change Password

Password Hint

Profile Information

Edit Profile

Wish List

Add a Wish List

Update a Wish List

Delete a Wish List

Wish List Contents

Add a Product to Wish List

Remove a Product from Wish List

Add Wish List Items to Cart

Order History Segmentation Trait