Guide - Demo Script - Intershop Commerce Pro for Adobe Experience Manager (Connector 1.1)

Table of Contents

Product Version

7.4

Product To Version

7.4.6

Status

final

1 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.

1.1 Software Version Information

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

IntershopAEM ConnectorAdobe Experience Manager
7.4
7.4 CI
1.16.0

1.2 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):

1.3 References

Documentation: eCommerce Integration with Intershop

The documentation of the eCommerce integration with Intershop is attached to this page. These information are especially important for the product and catalog import: For example: How to configure the catalog importer?

The following information can be found there:

  • Deploying eCommerce with Intershop
    • Setup Geometrixx in Intershop 7
    • Installation of eCommerce with Intershop
  • Concepts of eCommerce with Intershop
    • Page and Components
    • Roles - Products and Product Variants
    • Data Synchronization
    • Shopping Cart Content Overview
    • Product Catalog Sections
    • Product Information with Color Variants
    • Customer Registration and Accounts
    • Customer-Specific Pricing
    • Order Fulfillment and Tracking
    • Anonymous Customers
    • Registered Customers
    • Catalog Importer
    • Configure the Catalog Importer
    • Configure the Product Attributes to Load
  • Developing eCommerce with Intershop

2 Product & Catalog Management

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.
Product and catalog data is maintained in Intershop 7 and can be imported into the AEM system via different import modes:

  • Full Import
  • Incremental Import
  • Express Update

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

/etc/commerce/products

The Intershop Product und Catalog Importer is available under:

http://localhost:4502/etc/importers/intershop.html

2.1 Full Import

As the name says, full import means an import of all online catalog and product data from IS7 into the AEM. 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:

 

  1. In CRXDE Lite, navigate to the sub-tree holding the product data:
    /etc/commerce/products

  2. Delete the node that holds your product data; for example, Outdoors.

  3. Click Save All to persist the change.

Precondition:The Outdoors catalog exists in the Intershop system.

StepDescriptionWhat to do - step by stepExperience
1Optional step:
Remove existing product data in the AEM
  • Node with product data is removed
2Import product data
  • Open the Intershop importer in AEM:
    Navigate to /etc/importers/intershop.html or
    http://localhost:4502/etc/importers/intershop.html and
  •  Configure the parameters as required:
    Base Store: outdoors
    Catalog: outdoors
    Language code: en
    Commerce Provider: Intershop
  • Click Import Catalog to start the import.
3

Optional step:
Change product data in Intershop

  • Change the description of a product of the catalog "outdoors" in the Intershop back office (Sales Channel Geometrixx)
    Go to
    https://localhost:8443/INTERSHOP/web/WFS/SLDSystem

    login 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
4Optional step:
Import product data again
  • Repeat #2
  • Refresh node in CRXDE
  • Check the changed property "description" of the updated product

2.2 Incremental Import

Imports all product and catalog data which were changed since the last import.

StepDescriptionWhat to do - step by stepExperience
1

Check existing product

  • Check property "description"
2

Change product data in Intershop

  • Change the description of a product of the catalog "outdoors" in the Intershop back office (Sales Channel Geometrixx)
  • The description of a product has changed
3

Do incremental import

  • Open the Intershop importer in AEM:
    /etc/importers/intershop.html

  • Configure the parameters as required:
    Base Store: outdoors
    Catalog: outdoors
    Language code: en
    Commerce Provider: Intershop

  • Select the checkbox Incremental Import
  • Click Import Catalog to start the import

2.3 Express Update

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. This uses the export feed together with the standard attributes configuration.
The products which will be part of the next express update can be selected manually within the product section in the Intershop 7.

 

StepDescriptionWhat to do - step by stepExperience
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

  • Change the description of a product of the catalog "outdoors" in the Intershop back office (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
4Do Express Update
  • Open the Intershop importer in AEM:
    /etc/importers/intershop.html
  • Select the checkbox Express Update.           
  • Click Import Catalog to start the import.

3 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.

StepDescriptionWhat to do - step by stepExperience
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:
    /content/catalogs/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)
2Rollout the catalog data
  • Rollout the 'Intershop Base' catalog

    Click the button "Rollout Changes"

 

4 Change Product Price

Currently all product prices within the Geometrixx demo store are updated dynamically (no additional rollout needed) from the IS7.

StepDescriptionWhat to do - step by stepExperience
1

Check current price in AEM

  • Check price for all sizes (should be the same)
2Change the product price in Intershop
  • Change the price of a product of the catalog "outdoors" in the Intershop back office (Sales Channel Geometrixx):
    320984-S
    Go to
    https://localhost:8443/INTERSHOP/web/WFS/SLDSystem

    login 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
3Check 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

5 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.

StepDescriptionWhat to do - step by stepExperience
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 IS7) and Click ADD TO CART
  • If the format was correct, the cart page holding the expected amount of the added product is displayed:

 

2Change 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:

6 Restore Cart

Anonymous user

Restoring a cart enables to continue shopping in the future.

StepDescriptionWhat to do - step by stepExperience
1

Shop shirts as an anonymous user

  • Cart should look like this:



2

Close your browser

 -
3Go back on cart page
  • 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.

StepDescriptionWhat to do - step by stepExperience
1

Login and Shop one shirt as a registered user

  • Cart should look like this:
2Optional step:
Delete all cookies in you browser
--
3

Close your browser

--
4Open your browser and go back on cart page
  • Cart should look the same as before (1 article with the amount of 5 shopped)

7 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.

StepDescriptionWhat to do - step by stepExperience
1Optional step:
login in the Intershop back office
  • logged in as admin in the Intershop back office
2

Optional step:
check the promotion in the Intershop back office

  • 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 "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.
3Optional step:
Login in the AEM back office
  • Logged in as admin:
4Optional step:
Check the settings for the potential promotion content in AEM
(customer segment)
  • A customer segment exists, which will include 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

 

6Add some products to the cart
  • The cart is displayed and a potential promotion teaser appears:
7Set 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 Promotion Code are not displayed below the cart. They are interpreted as voucher and therefore displayed within the cart summary (see section Promotion Code).

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.

8 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.

StepDescriptionWhat to do - step by stepExperience
1Optional step:
login in the Intershop back office
  • logged in as admin in the Intershop back office
2

Optional step:
check the promotion in the Intershop back office

    • 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

  • The product is part of the cart and the free shipping promotion is available:
4Enter 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 1Example: Checkout step 2 / submit order

Note

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

9 Customer Registration & Login

Registration

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

StepDescriptionWhat to do - step by stepExperience
1Navigate to the registration form
  • The registration form is displayed:
2Create an account
  • Enter an e-mail address, last name as well as a password:
     
    • E-Mail:max.mustermann@test.intershop.de
    • Password: intershop7
    • Confirm Password: intershop7
    • Last Name: Mustermann
  • 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 doesn't 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 IS7, he will be created with some predefined attributes.

StepDescriptionWhat to do - step by stepExperience
1Login with the registered account
  • The user Max Mustermann is logged in:
2Check the Intershop system for the created user
  • Go to
    https://localhost:8443/INTERSHOP/web/WFS/SLDSystem
  • login 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 Max Mustermann is created in the Intershop system:

10 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.

StepDescriptionWhat to do - step by stepExperience
1Add a product to the cart as an anonymous customer
  • The cart looks like
2

Ensure that a customer exists (see section 9. - "Registration
and login")

  • 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:
    max.mustermann@test.intershop.de
    intershop7
  • Click on "SIGN IN"
  • The customer is logged in and the cart items were transferred to the customers basket

11 Checkout as a Registered Customer

Note

Currently only a checkout as a registered user is supported. An unregistered checkout leads currently to some errors.

StepDescriptionWhat to do - step by stepExperience
1Login with a registered account
  • The user Max Mustermann is logged in:
2Add a product to the cart
  • The cart page appears and the current basket includes 1 shirt:
3Checkout 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:
4Checkout 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:
5Optional step:
Check the order in the my account section
  • Click on the order number link on the thank you page
  • The order history of the current user appears and the newly created order is part of the list
6Check the order in the Intershop system
  • Go to
    https://localhost:8443/INTERSHOP/web/WFS/SLDSystem
  • login 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
-

12 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.

12.1 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 in pending, in progress or new

StepDescriptionWhat to do - step by stepExperience
1Do a checkout
  • Follow the instructions under 11. - "Checkout as a Registered Customer"
  • At least 1 order is placed
 2 View all open orders
  •  A page displays all open orders sorted descending by the creation date

3Optional step:
Check additional order information
  • Click on an order to see more information about it
  • The order detail page is displayed:

12.2 Order History

The Order History section can be reached via the Order History link within the My Account section or via the order number link of the order confirmation page. The list holding all orders placed within the last 12 months.

StepDescriptionWhat to do - step by stepExperience
1Do a checkout
  • Follow the instructions under 11. - "Checkout as a Registered Customer"
  • At least 1 order is placed
 2 View all open orders
  •  A page displays all orders placed within the last 12 months sorted descending by the creation date

3Optional 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.

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.

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