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

https://support.intershop.com/kb/T26103

Product Version	7.4
Product To Version	7.4.6
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	AEM Connector	Adobe Experience Manager
7.4 7.4 CI	1.1	6.0

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):

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

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

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:

In CRXDE Lite, navigate to the sub-tree holding the product data:
/etc/commerce/products
Delete the node that holds your product data; for example, Outdoors.
Click Save All to persist the change.

Step	Description	What to do - step by step	Experience
Precondition:The Outdoors catalog exists in the Intershop system.
1	Optional step: Remove existing product data in the AEM	In CRXDE Lite, navigate to the sub-tree holding the product data: /etc/commerce/products or http://localhost:4502/crx/de/index.jsp#/etc/commerce/products Delete the node that holds your product data; for example, Outdoors. Click Save All to persist the change.	Node with product data is removed
2	Import 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.	The products are imported in the AEM and are available in the CRX repository under: /etc/commerce/products/outdoors/outdoors/en Product node "outdoors" is added When complete, you can verify the data imported at: http://localhost:4502/crx/de/index.jsp#/etc/commerce/products
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
4	Optional step: Import product data again	Repeat #2	Refresh node in CRXDE Check the changed property "description" of the updated product

Incremental Import

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

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	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	When complete, you can verify the data imported at: http://localhost:4502/crx/de/index.jsp#/etc/commerce/products The description of the updated product has changed in the AEM

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.

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	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
4	Do Express Update	Open the Intershop importer in AEM: /etc/importers/intershop.html Select the checkbox Express Update. Click Import Catalog to start the import.	When complete, you can verify the data imported at: http://localhost:4502/crx/de/index.jsp#/etc/commerce/products The description of the updated product has changed in the AEM

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: /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)
2	Rollout the catalog data	Go to http://localhost:4502/aem/catalogs.html/content/catalogs/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 IS7.

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 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
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 IS7) 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're 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	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	Login and Shop one shirt as a registered user	Make sure you're 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 login 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: login in the Intershop back office	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem login with the following credentials: admin intershop7 Geometrixx	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.
3	Optional step: Login in the AEM back office	Go to http://localhost:4502/libs/granite/core/content/login.html and login 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 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
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 Promotion Code are not displayed below the cart. They are interpreted as voucher and therefore displayed within the cart summary (see section 1844216622).

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.

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: login in the Intershop back office	Go to https://localhost:8443/INTERSHOP/web/WFS/SLDSystem login with the following credentials: admin intershop7 Geometrixx	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	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 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 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.

Step	Description	What to do - step by step	Experience
1	Login 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: max.mustermann@test.intershop.de intershop7 Click on "SIGN IN"	The user Max Mustermann is logged in:
2	Check 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:

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're 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 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

Checkout as a Registered Customer

Note

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

Step	Description	What to do - step by step	Experience
1	Login with a registered account	Make sure that there exists a registered customer (if not, follow the steps described in section 9 - "Customer Registration & Login") 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: max.mustermann@test.intershop.de intershop7	The user Max Mustermann 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 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 history of the current user appears and the newly created order is part of the list
6	Check 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	-

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.

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

Step	Description	What to do - step by step	Experience
1	Do a checkout	Follow the instructions under 11. - "Checkout as a Registered Customer"	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 or via the order number link of the order confirmation page. The list holding all orders placed within the last 12 months.

Step	Description	What to do - step by step	Experience
1	Do a checkout	Follow the instructions under 11. - "Checkout as a Registered Customer"	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 orders placed within the last 12 months 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.

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

Full Import

Incremental Import

Express Update

Rollout the Catalog

Change Product Price

Shopping Cart

Restore Cart

Promotion

Vouchers / Promotion Codes

Customer Registration & Login

Basket Takeover After Login

Checkout as a Registered Customer

My Account

Open Orders

Order History