Table of ContentsMicrosoft Dynamics® 80639 Training Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 1 Microsoft Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Module 1: INTRODUCTION AND COURSE OBJECTIVES Introduction ....................................................................................................................................................... 1-1 Microsoft Dynamics AX Courseware Contents ..................................................................................... 1-2 Microsoft Dynamics AX for Retail Omni Channnel Vision ............................................................... 1-3 Course Objectives ............................................................................................................................................ 1-5 Module 2: ECOMMERCE ARCHITECTURE Defining an AX Ecommerce Solution....................................................................................................... 2-2 Microsoft Dynamics AX Ecommerce Architecture and Components .......................................... 2-5 Microsoft AX Retail Module ........................................................................................................................ 2-9 Commerce Data Exchange........................................................................................................................ 2-11 CDX Real Time Service ................................................................................................................................ 2-18 Commerce Runtime ..................................................................................................................................... 2-20 Ecommerce Starter Site .............................................................................................................................. 2-25 Test Your Knowledge .................................................................................................................................. 2-34 Lab: Ecommerce Architecture .................................................................................................................. 2-36 Test Your Knowledge Solutions .............................................................................................................. 2-59 Module 3: INSTALLATION OF ECOMMERCE COMPONENTS Pre-installation Tasks ..................................................................................................................................... 3-2 Deploy Retail Online Channel and Configure Settings ..................................................................... 3-5 For Server Farm: Configure Settings in the oob-topology.xml File .............................................. 3-6 Execute PowerShell Scripts to Deploy and Configure Online Store.......................................... 3-13 Verifying the Retail Online Store Deployment and Troubleshooting ...................................... 3-16 Test Your Knowledge .................................................................................................................................. 3-21 Lab: Online Storefront Installation ......................................................................................................... 3-22 Test Your Knowledge Solutions .............................................................................................................. 3-31 2 Table of Contents Module 4: ONLINE STORE SETUP AND PUBLISHING Module Overview ............................................................................................................................................ 4-1 Set Up Online Store Integration ................................................................................................................ 4-7 Create the Online Store Navigation Structure .................................................................................. 4-14 Configure Data Distribution and Publish the Online Store .......................................................... 4-22 Manage and Publish Online Store Products ...................................................................................... 4-32 Set Up Shipping Charges for the Online Store ................................................................................. 4-49 Module Review .............................................................................................................................................. 4-52 Test Your Knowledge .................................................................................................................................. 4-53 Test Your Knowledge Solutions .............................................................................................................. 4-55 Lab: Online Store Setup and Publishing .............................................................................................. 4-56 Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT Module Overview ............................................................................................................................................ 5-1 Search Driven Sites.......................................................................................................................................... 5-2 Cross-Site Publishing...................................................................................................................................... 5-3 Web Parts and Display Templates ............................................................................................................ 5-6 Query Rules ..................................................................................................................................................... 5-15 Refiners and Faceted Navigation ........................................................................................................... 5-20 Query Suggestion and Query Spelling ................................................................................................. 5-26 Usage Analytics and Recommendations ............................................................................................. 5-30 Test Your Knowledge .................................................................................................................................. 5-33 Lab: Online Storefront SharePoint Administration .......................................................................... 5-34 Test Your Knowledge Solutions ............................................................................................................. 5-53 3 Microsoft Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Module 6: ECOMMERCE DEPLOYMENT TOPOLOGY Module Overview ............................................................................................................................................ 6-1 Ecommerce Deployment .............................................................................................................................. 6-2 Online Store Topology .................................................................................................................................. 6-8 Module Review .............................................................................................................................................. 6-21 Test Your Knowledge .................................................................................................................................. 6-21 Test Your Knowledge Solutions .............................................................................................................. 6-23 4 MODULE 1: INTRODUCTION AND COURSE OBJECTIVES Module Overview Microsoft Dynamics AX 2012 for Retail supports multiple retail channels. Retail channels include online stores, online marketplaces, and brick-andmortar stores. In Microsoft Dynamics AX 2012 for Retail, the e-commerce transactions are performed through an “online store.” This module introduces the E-commerce Installation and Configuration course and the course objectives. Objectives The objectives of this module are as follows: Describe how the e-commerce solution is an important part of the Microsoft Dynamics AX for Retail Omni-channel vision. Explain the course structure and objectives. INTRODUCTION Training is an important component of maintaining the value of a Microsoft Dynamics® AX investment. Quality training from industry experts keeps you up-to-date and helps develop the skills that you must have to fully maximize the value of the solution. Microsoft Dynamics AX provides many kinds of training to meet different requirements, and includes online training, classroom training, or training materials. Select the training type that will best help you stay ahead of the competition. Online Training Online training delivers convenient, detailed training in the comfort of your own home or office. Online training provides immediate access to training 24 hours a day, and is perfect for the customer who does not have the time or the budget to travel. Online training options combine the efficiency of online training with the thorough product coverage of classroom training. 1-1 Microsoft Dynamics AX Courseware The Microsoft Dynamics AX courseware consists of detailed training manuals that are designed from a training standpoint. These manuals include advanced topics. Lab Microsoft Dynamics AX training materials include labs. the labs are offered in two levels to accommodate each student’s knowledge and expertise. From demonstrations to presentations to classroom activities. and insights that you can reference continuously.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Classroom Training Classroom training provides. These labs and interactions help you improve the learning experience through practical application. and quizzes. comprehensive learning through hands-on interaction. you receive practical experience with instruction from a certified staff of experts. review the information in the Detailed steps. 1-2 . tricks. If you need help to complete the task. We recommend that you try the High level steps first. Typically. with information-packed training manuals. Training Materials Training materials help you learn at your own pace. The many training manuals feature many tips. Manuals that are available for purchase are located on CustomerSource or PartnerSource. exercises. in your own time. interactions. training objectives. These steps are designed for the experienced student who requires little instruction to complete the required task. Microsoft Dynamics AX Courseware Contents Microsoft Dynamics AX courseware contains labs and quick interactions. High Level Steps High levels steps are the most challenging. 1-3 .Module 1: Introduction and Course Objectives Detailed Steps Detailed steps are designed for new users who require detailed instructions and explanations to complete the lab. role-tailored. Microsoft Dynamics AX for Retail Omni Channel Vision The e-commerce solution is an important part of the Microsoft Dynamics AX for Retail Omni-channel vision. unified technology. Detailed steps guide you through the whole task. The different ways that retailers try to engage customers also shows that customers expect their retail experience to be connected. Explain why the e-commerce solution is an important part of this vision. flexible. Microsoft Dynamics AX for Retail helps deliver an end-to-end solution for midsize and enterprise retailers while offering many features across all retail channels. This includes navigation. Lesson Objectives The objectives are as follows: Describe Microsoft Dynamics AX for Retail Omni-channel vision. A true Omni-channel commerce engine across all retail channels. from the retailer’s website and call center to marketplaces and social networks. This includes brick-and-mortar stores and e-commerce. transparent. Features in Microsoft Dynamics AX for Retail include the following: End-to-end. Microsoft Dynamics AX for Retail offers powerful. Omni-channel scenarios seamlessly through modern. search-based e-commerce. Current economic factors that include an increase in products and shopping formats. and easy access to information lets shoppers experience a comprehensive retail experience. Next-generation point of sale (POS). Additionally. and consistent. Microsoft Dynamics AX for Retail Omni Channel Vision The retail environment offers exceptional opportunities and many challenges. The retail experience is multifaceted and includes many aspects. Marc Jacobs. Fanatics Inc.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 The Microsoft Dynamics AX Omni Channel Vision figure shows how Microsoft Dynamics AX for Retail intends to provide an end –to end solution for retailers across all types of retail channels. The Omni-channel approach gives retailers insight. The channels include online stores. and meet and exceed customer expectations.. 1-4 . and. some retailers that use Microsoft Dynamics AX for Retail include Diane von Furstenberg. and supports multiple retail channels. The e-commerce solution provides an online storefront that is based on SharePoint 2013 that is configured and managed centrally from Microsoft Dynamics AX for Retail. The Microsoft Dynamics AX e-commerce solution is an important part of the Retail Omni-channel vision. Mattress Firm and Optic 2000. the ability to operate with quickness. and retail stores (also known as brick-and-mortar stores). or from the brick-and-mortar store. Currently. FIGURE 1. Eason.1: MICROSOFT DYNAMICS AX OMNI CHANNEL VISION Microsoft Dynamics AX 2012 for Retail is easy for retailers to use. With online stores. online marketplaces. Microsoft Dynamics AX 2012 for Retail also supports call centers as a type of channel. the retailer gives the store’s customers the opportunity to purchase products from the online store. trade agreements. the navigation category hierarchy is displayed in the online version of the store. promotions. and shipping terms that are specific to the online store. or customers can obtain the products at a local retail store. and how to manage the store SharePoint experience. Explain how to manage the SharePoint experience for an online store. how to manage the products for the store. This course describes the architecture and the components of the e-commerce solution.Module 1: Introduction and Course Objectives Customers can select to purchase the products from the online store and have the products shipped to locations that they select. Also. the components that are used to process the transactions for the store must first be set up. Explain the deployment considerations for an e-commerce solution. To create the online store. Shoppers use the navigation category hierarchy to browse the online store and to search for products. the available inventory is updated and synchronized in the Microsoft Dynamics AX client. the course discusses deployment considerations for the e-commerce solution. The properties that are defined for the online store in Microsoft Dynamics AX control the behavior of the online store. Additionally. You can also define prices. When a shopper purchases products from the online store. For example. This includes having to add assortments. and is then published to a Microsoft SharePoint site. After the online store is published to the SharePoint site. how to configure and publish the online store. Explain Installation and Configuration of an online store. discounts. apply attributes. The course consists of the following modules: Introduction and course objectives 1-5 . retail product catalogs can be created for the online store. Course Objectives The objectives of this course are as follows: Describe the architecture of the e-commerce solution and the components. sales orders are generated for the purchases and sent to the Microsoft Dynamics AX client for order fulfillment and processing. The online store is created in the Microsoft Dynamics AX client. The products in the catalog become product listings in the online store. The course also describes how to install the online storefront. and set up shipping methods. the navigation category hierarchy is defined in Microsoft Dynamics AX and assigned to the online store. When the online store is published to a SharePoint site. set up payment methods. Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 1-6 E-commerce architecture Installing an online store Online store setup and publishing Online store SharePoint experience E-commerce deployment . 1-7 . 1.Module 1: Introduction and Course Objectives Module Review Student Objectives Test Your Knowledge Test your knowledge with the following questions. What do you expect to learn by participating in this course? List three main objectives. . What do you expect to learn by participating in this course? 2. List three main objectives.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Test Your Knowledge Solutions Module Review and Takeaways 1-8 1. Review the architecture of the starter site and its components.MODULE 2: ECOMMERCE ARCHITECTURE Module Overview This module focuses on the architecture of Microsoft Dynamics Ecommerce solution and its components. Explain Commerce Data Exchange and the services that it contains. Examine Commerce Runtime architecture and services. 2-1 . Objectives The objectives of this module are as follows: Explain the Microsoft Dynamics AX Ecommerce solution. Describe the Ecommerce solution architecture and its components. Products in the catalog become product listings in the online store. This includes the following tasks: Adding assortments. When you publish the online store to a SharePoint site.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Defining an AX Ecommerce Solution This lesson provides an overview of features of Microsoft Dynamics AX Ecommerce solution. and realtime order management. promotions. discounts. Microsoft Dynamics AX provides the centralized store management capabilities. To create the online store. Explain its features. o Define prices. A retailer creates an online store in Microsoft Dynamics AX. For example. Microsoft Dynamics AX 2012 R3 Ecommerce Solution Microsoft Dynamics AX 2012 R3 Ecommerce is an end-to-end solution. and then publishes it to a SharePoint site. It contains a fully integrated web storefront. Applying attributes. the navigation category hierarchy appears in the online version of the store. Setting up shipping methods. Shoppers use the navigation category hierarchy to browse the online store and to search for products. When a shopper purchases products from the online store. and then sent to Microsoft Dynamics AX for order fulfillment and processing. The online storefront uses the cross-site publishing features and the search capabilities of Microsoft SharePoint Server 2013. o Create retail product catalogs for the online store. complete catalog. Setting up payment methods. you define the navigation category hierarchy in Microsoft Dynamics AX. trade agreements. The available inventory is updated. you must set up the components that enable transactions to process for the store. sales orders are generated for the purchases. based on a powerful search technology. and shipping terms that are specific to the online store. 2-2 . The properties that are defined for the online store in Microsoft Dynamics AX control the behavior of the online store. Lesson Objectives Define the Microsoft Dynamics AX Ecommerce solution. and then assign the navigation category hierarchy to the online store. as follows: 1.1: DYNAMICS AX 2012 R3 ECOMMERCE SOLUTION ARCHITECTURE Microsoft Dynamics AX and SharePoint work in tandem to provide a complete Ecommerce solution. 3. The online shopper browses the online store. The CRT serves as the intermediary between Microsoft Dynamics AX and an online store. and then uses the checkout process to place an order. where the online store is hosted. The catalog is published to SharePoint. Publishing the catalog makes the products available in the online store.Module 2: ECOMMERCE ARCHITECTURE The online store business processing is made easier by the Microsoft Dynamics AX Commerce Runtime (CRT) that is installed on a SharePoint farm. A retailer builds the product catalog for the online store in Microsoft Dynamics AX. adds the products to the basket. The “Dynamics AX 2012 R3 Ecommerce Solution Architecture” diagram shows the integrated Ecommerce solution that is provided by Microsoft Dynamics AX and SharePoint. FIGURE 2. and then providing an online payment. The checkout process includes selecting delivery options. 2. 2-3 . Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 4. timely. After the order is placed in the online store. the following: Online Storefront and Content Management. and more. including the following: o Fully integrated online storefront. Ecommerce Solution Highlights The highlights of Ecommerce solution include. to deliver the most accurate. a retailer can integrate assortment and category management across channels. o Historical click pattern and device recognition to guarantee that content is relevant. o Centralized Ecommerce Management. o Unique search-based technology that builds an online experience from managed content. 5. Customer convenience is improved with cross-channel scenarios.” The cross-channel capabilities deliver convenience and transparency across all 2-4 . including the following: o All aspects of storefront management that are managed by Microsoft Dynamics AX at retail headquarters and fully integrated out of the box. authored content. such as brick-and-mortar stores and online stores to provide a consistent and connected customer experience. Ecommerce Solution Pillars With this solution. These aspects include the following: Hierarchies Categories Refiners Payments Shopping cart Order fulfillment Shipping o Complete catalog management in Microsoft Dynamics AX to significantly reduce complexity and coding. The fulfilled order is delivered to the online shopper. but are not limited to. and challenges with order fidelity. and consistent experience. such as “buy online/pick up in store. with content management that uses industry-standard tools. catalogs. it is returned to Microsoft Dynamics AX for fulfillment and processing. nonstandard integration. o Elimination of middleware. or replace on their own terms. 2. and create new opportunities for customer engagement.Module 2: ECOMMERCE ARCHITECTURE channels. 4. return. Centralized data and order management across the following channels: Channel management Catalog management Merchandising Order fulfillment Cross-channel and cross-device workflows. as follows: 1. or coupons that are targeted to devices or social networks. Customers can buy. Microsoft Dynamics AX Ecommerce solution has four key pillars. as follows: Cross-channel fulfillment Omni-channel loyalty In-store orders Symmetrical omni-channel retail services. pick up. Support for social and mobile commerce means that the retailer can offer promotions. 3. and shipping services Discounts and promotion services Quantity and store availability services Out-of-the-box Ecommerce with storefront developer platform. Lesson Objectives The objective is to discuss Microsoft Dynamics AX Ecommerce solution architecture and components. 2-5 . discounts. sales tax. such as the following: Out-of-the-box “starter” storefront Retail data exchange and commerce runtime Integrated payment processing (available in the United States) Microsoft Dynamics AX Ecommerce Architecture and Components This lesson details the high-level Ecommerce solution architecture and its components. as follows: Pricing. such as the Retail online store. Async Server is installed at headquarters and communicates with Microsoft Dynamics AX. Commerce Runtime (CRT) The Microsoft Dynamics AX Commerce Runtime is a set of . show information about category and catalog item pages. this service was called the Retail Transaction Service. such as the Retail online store. and communicates with the channel database. You typically install one instance of Async Client for each channel. such as pages or list items.dlls that perform business logic and data processing for an online store. The CRT has four layers (data access. terms categorize the content into a hierarchy. These same terms are later used on the publishing site to issue queries. SharePoint 2013 Search The Microsoft SharePoint Server 2013 cross-site publishing platform uses Search and search-driven pages to dynamically display content for customers. By doing this. Commerce Data Exchange: Async Client Commerce Data Exchange: Async Client is part of the system for asynchronous data exchange between Microsoft Dynamics AX and retail channels.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Microsoft Dynamics Ecommerce Solution Architecture Microsoft Dynamics AX Ecommerce solution architecture is distributed across multiple computers and locations and consists of the following components. create friendly URLs. API) and a database. Commerce Data Exchange: Async Server Commerce Data Exchange: Async Server is part of the system for asynchronous data exchange between Microsoft Dynamics AX and retail channels. Commerce Data Exchange: Real Time Service The Commerce Data Exchange Real-time Service is a Windows Communication Foundation (WCF) service that uses . and for 2-6 . In previous releases. Term Sets You use term sets to tag catalog content.NET Business Connector to make communication easier between Microsoft Dynamics AX Retail headquarters and the Microsoft Dynamics AX commerce runtime (CRT). services. on the authoring site. Async Client is installed at the channel. Install this service by using Microsoft Dynamics AX Setup. workflow. The online storefront is deployed on SharePoint Server 2013. Channel database(s) Identity Provider database Custom Claims Provider database The “Architecture of Ecommerce Solution” diagram shows the detailed architecture of an Ecommerce solution. Retail Online Store Databases When you deploy the online store. the system creates the following databases in Microsoft SQL Server.2: ARCHITECTURE OF ECOMMERCE SOLUTION The”Architecture of Ecommerce Solution” diagram shows Microsoft Dynamics AX 2012 for Retail deployed in the retailer’s head office.The two-way 2-7 . FIGURE 2.Module 2: ECOMMERCE ARCHITECTURE managed navigation. It controls daily operations and tracks sales information for every store in the chain. You can include data for a channel in more than one channel database. Microsoft Dynamics AX 2012 Commerce Data Exchange Commerce Data Exchange is a system that transfers data between Microsoft Dynamics AX and retail channels. It makes business processing easier between the head office and online store and serves as the intermediary between Microsoft Dynamics AX and an online store. These devices used to access the Online Store can be computers. This includes the Retail Headquarters module. tablets. Component Function Microsoft Dynamics AX 2012 with Retail module You must install Microsoft Dynamics AX 2012 to receive all Microsoft Dynamics AX features and components. CRT provides a set of assemblies that connect to the CRT database. You must install the commerce runtime (CRT) component on SharePoint 2013. At retail headquarters. Retail Channel Database Channel databases hold retail data for one or more retail channels. gift card usage.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 connection between the head office and the online storefront is implemented by Commerce data exchange (CDX). It provides an online store experience on multiple devices. It includes a specially configured CRT database that stores data from the web storefront and shares it regularly with Microsoft Dynamics AX in the head office. you must install an instance of Commerce Data Exchange: Async Client. . These important updates include sales order payments. and loyalty program. The online storefront is fully search-driven. Microsoft Dynamics AX Commerce Runtime 2-8 Microsoft Dynamics AX Commerce Runtime (CRT) delivers multichannel commerce capability that has uniform extensibility. Data replication makes sure that important updates are made across the organization. such as online stores or brick-and-mortar stores. you must install Commerce Data Exchange: Async Server and Commerce Data Exchange: Real-time Service. Details of each component are covered in later sections. The following table briefly describes each component that must be installed for the Online Store deployment. Retail is a module for Microsoft Dynamics AX that retailers use to manage a chain of online and retail (brick-and-mortar) stores as one enterprise. For an online store. and mobile phones. exe or PowerShell. 2-9 . The Fabrikam store is modeled after a fictitious online clothing store. You can then customize and rebrand the starter store to meet your needs. This module is deployed in the retailer’s head office. Retail online store A starter online store provides a developer platform that you can customize for specific business must reach online customers. The Microsoft Dynamics AX Retail module includes the following capabilities: Centralized channel management Catalog management Inventory and pricing management Order fulfillment The following table describes the Microsoft Dynamics AX Retail HQ capabilities. Microsoft Dynamics AX 2012 for Retail includes two Retail online “starter” stores. When you install the Retail online store by using Setup. Capability Description Centralized Channel Management Organization Model You can model all channels. you specify which starter store to deploy in your environment. online stores. and online marketplaces as part of the organization hierarchy. The Contoso store is modeled after a fictitious online electronics retailer. Microsoft AX Retail Module Use the Microsoft Dynamics AX 2012 Retail module to centrally manage the online channel. physical stores. Financial dimension You can map an online channel to a financial dimension for management reporting.Module 2: ECOMMERCE ARCHITECTURE Component Function SharePoint Server 2013 You must install and configure SharePoint Server 2013 before you deploy the Online Store. and discounts. Discounts Specify simple multiline discounts. currency. substitution price. customers. customer pricing. and store locations. Catalog & Channel. Centralized catalog management Centrally manage sales catalogs that are targeted for channels. Loyalty. Price groups Establish relationships between a channel. . and mix & match. language. price groups. Publishing from Dynamics AX to SharePoint Transfer all catalog data to the product catalog site collection. Inventory and Pricing Management 2 .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Capability Description Navigation hierarchy This drives the browse experience for an online store Channel properties Properties include shipping methods.10 Pricing Establish the sales price of a product for a specific time and customer. Price groups are by Affiliation. Discounts are by Affiliation. Catalog & Channel. Functionality also covers ability to assemble and disassemble kit configurations. Centralized category management Centrally manage category hierarchies for various scenarios. Kits Manage product as a kit with components. Pricing is by Affiliation. substitution. Catalog & Channel. Catalog Management Attributes framework This framework lets you define an engaging enrichment experience by using user-definable attributes. Loyalty. kit price. Designate multiple price groups for each retail discount. Loyalty. Restrict rewards for specific products. and notifications. go to http://technet.microsoft. and the ability to redeem points. and receive loyalty points. You can base earning rules on product/variant/ category. Loyalty Program Gives customers specific prices and discounts. multiple programs associated to a loyalty card. replenishment. and more. date and channel. Order Fulfillment Centralized order fulfillment Centralized order fulfillment from Microsoft Dynamics AX that is independent of order origination with comprehensive picking.Module 2: ECOMMERCE ARCHITECTURE Capability Description Inventory Management Provides comprehensive inventory management for purchasing. shipping. Cross-channel workflows Lets you order online and pickup in store or order online and return in store. receiving. Reference Links: For more information about Microsoft Dynamics AX for Retail capabilities. tiers.aspx.11 . Integrated payment processing Extensible process that is PCI/PA-DSS certified. Call Center Sales Call Center Sales Management Lets you do any of the following: Upsell/cross-sell Order hold View configured telesales script Continuity programs Price adjustment post sales Issue/redeem coupons Duplicate customer management.com/enus/library/hh597299. allocation. and the ability to have redeemable and non-redeemable points. tokenization for delayed capture. item availability. Commerce Data Exchange This lesson discusses the Commerce Data Exchange and the services that it 2 . the channel database is also known as a “store database” and is typically located on the premises. such as online stores or brick-and-mortar stores. The database that stores data for a retail channel is separate from the Microsoft Dynamics AX database. you must retrieve data in real time. Master data is configured in Microsoft Dynamics AX and is distributed to channels. 2 . Lesson Objectives The objective is to describe Commerce Data Exchange services. and then is uploaded to Microsoft Dynamics AX. Transactional data is created in the point of sale (POS) system or the online store. Commerce Data Exchange also includes a service that enables real-time communication between Microsoft Dynamics AX and a channel. Data distribution is asynchronous. A “channel database” holds only the data that is required for retail transactions. For a brick-and-mortar store. For some scenarios. To support these scenarios. Commerce Data Exchange Commerce Data Exchange is a system that transfers data between Microsoft Dynamics AX and retail channels. In other words.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 includes.12 . CDX is illustrated in the “Commerce Data Exchange Overview “diagram. collecting and packaging data at the source occurs separately from receiving and applying data at the destination. such as price and inventory lookups. Async Client takes the data from the working folder. If there is new data.Module 2: ECOMMERCE ARCHITECTURE FIGURE 2.13 .aspx. At a configurable interval. Component Commerce Data Exchange: Async Server (Microsoft Dynamics AX 2012 R3 only) Description Async Server handles asynchronous data exchange at headquarters. The client starts the data. go to http://technet. 2 . Async Client polls for data to download. Based on a distribution schedule.com/ENUS/library/dn741449.microsoft. For more information. Microsoft Dynamics AX generates data packages and deposits them in a working folder.3: COMMERCE DATA EXCHANGE OVERVIEW The following table contains Commerce Data Exchange components. Use Microsoft SQL Server change tracking on tables to determine which data must be packaged and sent to channels. Commerce Data Exchange: Async Client (AX 2012 R3 only) Async Client handles asynchronous data exchange for a channel. and then applies it to the local channel database. go to http://technet. data is packaged and sent to channels. Commerce Data Exchange: Async Client periodically checks for new data packages. You can distribute the communication load at the head office by installing multiple instances of Async Server. go to http://technet. Based on a distribution schedule. Synch Service is used only in an environment where you must support previous POS versions during an upgrade (N-1). If you are using Microsoft Dynamics AX 2012 R3.microsoft. For more information. collects the data packages. Commerce Data Exchange: Synch Service (Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 Feature Pack) Synch Service handles asynchronous data exchange at headquarters and at the channel. Async Server is installed at headquarters and communicates with Microsoft Dynamics AX. For more information. and then applies them at the channel.aspx. Based on a distribution schedule.14 . Commerce Data Exchange: Async Server and Async Client Async Server Commerce Data Exchange: Async Server is part of the system for asynchronous data exchange between Microsoft Dynamics AX and retail channels.com/ENUS/library/dn741439. Async Server Message Database 2 .com/ENUS/library/jj679919.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Component Description Async Client also uploads sales transactions from the channel to Microsoft Dynamics AX. Microsoft SQL Server change tracking on the Microsoft Dynamics AX database determines the data changes that you must send to channels. Async Server packages that data. and then saves it to a file location.aspx. Async Server runs as a Windows Communication Foundation (WCF) service on IIS.microsoft. Commerce Data Exchange: Real-time Service Real-time Service provides real-time data exchange between a channel and Microsoft Dynamics AX. a message database can have multiple instances of Async Server that refer to it. Async Client Message Database Async Client uses a message database to store status information for data transfers that are in progress or are completed. Async Client checks with Async Server to see whether new data packages are available.15 . Each instance of Async Server can refer to only one message database. However. the confirmation actions that are sent between the source and the destination can cause slower data transfers. Async Client Commerce Data Exchange: Async Client is part of the system for asynchronous data exchange between Microsoft Dynamics AX and retail channels. You can have only one message database per partition in Microsoft Dynamics AX.Module 2: ECOMMERCE ARCHITECTURE Async Server uses a message database to store status information for data transfers that are in progress or are completed. The “Multiple Instances of Async Server” diagram shows the relationships between partitions. Async Client runs as a Windows service. For better throughput. Reliable messaging guarantees that the data transfers successfully over the network. You typically install one instance of Async Client for each channel. 2 . Streaming is ideal for initial high-speed data synchronization or for ongoing synchronization of large amounts of data. Async Client is installed at the channel. Then you can view the messages in Microsoft Dynamics AX. Async Client also uploads sales transactions from the channel to Microsoft Dynamics AX. Async Client uses the WS-ReliableMessaging protocol to transfer data. and instances of Async Server. If you have a reliable network and high data volume. and then applies it to the local channel database. message databases. we recommend that you stream data. Async Client takes the data from the working folder. You can use Async Server to transfer status messages from the message database to the Microsoft Dynamics AX database. If there is new data. However. Async Client contacts the message database to determine whether there are new data packages to pick up. At a configurable interval. By default. and communicates with the channel database. However. use streaming instead. streaming does not handle network problems. Scheduler jobs .4: MULTIPLE INSTANCES OF ASYNC SERVER To configure and schedule retail data distribution in AX 2012 R3. Set up connection profiles that enable the components of Retail to communicate with one another. A “channel data group” is a group of one or more retail channel databases. Set up channel data groups. 2. For more information. follow these steps: 2 . a data package generates for each data group.16 1. see “Create a channel data group” in this training material 3.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 FIGURE 2. A database can belong to only one data group. Set up jobs in Retail Scheduler to distribute the data. When you run a distribution schedule. All channel databases in a data group subscribe to the same data. an online store is in another data group.17 . Set up distribution schedules. the databases are in one data group. a data package generates for each data group. go to http://technet.microsoft. Reference Links: < For more Information about channel data groups.com/EN-US/library/jj679913. For more information. Use data groups to reduce the number of data packages that generate from Microsoft Dynamics AX. All channel databases in a data group subscribe to the same data. This improves performance. either manually or by scheduling a batch job in Microsoft Dynamics AX. similar channel databases are assembled into a data group. Set up connection profiles before you configure data distribution settings for Retail. for stores that are in the same region or stores that are of the same type. A distribution schedule can contain one or more channel data groups and one or more scheduler jobs.aspx. 4. Connection profiles enable the components of Retail to communicate with one another.Module 2: ECOMMERCE ARCHITECTURE are the mechanism for distributing data to and from locations. see “Configure jobs and subjobs in Retail Scheduler” in this training material.microsoft.Add Reference Links here> An online store has a Channel Database. When a distribution schedule is run.com/EN-US/library/dn741219. You must set up the following connections: Real-time Service profile Profile for Async Server Profile for Synch Service Channel profile Channel database profile AOS profile Store database profile Reference Links: For more information on how to set up connection profiles. go to http://technet. Reference Links: < For more information about the typical configuration of Asynch Server.aspx. see “Schedule and run jobs in Retail Scheduler” in this training material. For more information.com/EN-US/library/dn621060. Jobs are made up of subjobs that specify the tables and table fields that contain the data to distribute. For example.microsoft. go to http://technet.aspx. The distribution schedule is used to run the data transfer. Add Reference Links here> 2 . Before you set up a distribution schedule in Microsoft Dynamics AX 2012 R3.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 In Retail. P jobs do not update data that was previously uploaded. Jobs and subjobs contain the data distribution settings for specific tables and fields in the database. go to http://technet. Reference Links: For more information about jobs and subjobs in Retail Scheduler. the following types of predefined jobs are created: Download jobs – Download jobs send data that has changed from Microsoft Dynamics AX to channel databases. The instance of Async Client for the channel sends only those records that have a replication counter that is greater than the largest value found.aspx. When a P job runs. To schedule and run the data transfer between Microsoft Dynamics AX and retail channels.com/EN-US/library/jj710363.com/EN-US/library/jj680084. Modifications to records are tracked through SQL Server change tracking. You can view information about past runs of a distribution schedule job by examining the view history of a distribution schedule form. In AX 2012 R3. scheduler jobs are the mechanism for distributing data to and from locations.microsoft. go to http://technet. Commerce Data Exchange uses Retail Scheduler jobs and distribution schedules. Although you can 2 . you can run them automatically in a batch. Reference Links: For more Information about Distribution Scheduler. Async Client checks the replication counter for records that have already been received from a location.microsoft. After you create distribution schedules. Upload jobs (P jobs) – Upload jobs pull sales transactions from a channel into the Microsoft Dynamics AX database. A distribution schedule associates scheduler jobs with the locations where data must be synchronized.aspx. you must create scheduler jobs and data groups. Each job consists of one or more subjobs.18 . or run them manually. CDX Real Time Service Online store uses a CRT database that is synchronized periodically with Microsoft Dynamics AX in the head office through the CDX Synch Service. P jobs upload data incrementally. NET Business Connector to communicate with Microsoft Dynamics AX. Real-time Service uses . Real-Time Service is a Windows Communications Framework (WCF) service that you deploy on Internet Information Services (IIS) on a communications server at the retailer’s head office. Issue and redeem credit memos. Receive inventory against a purchase order or transfer order. Perform inventory counts.NET Business Connector. or you can use an existing site. certain scenarios require direct access to the data that is stored in Microsoft Dynamics AX. When you install the Real time Service. This includes the following: Issue and redeem gift cards. Retrieve sales transactions across stores and complete return transactions. you also install the Retail Salt Utility and .Module 2: ECOMMERCE ARCHITECTURE perform most key operations in the CRT database. The Retail Salt Utility provides additional encryption for the passwords and credentials that are associated with the Retail system. Redeem loyalty points. Create. and complete sales orders. update. as shown in the “Real-Time Service” diagram. Create and update customer records. Real-Time Service enables multiple scenarios for the online store. You can create a new website for Real-Time Service.19 . 2 . Online store calls the CDX Real-Time Service to communicate with Microsoft Dynamics AX. Add Reference Links here> Commerce Runtime This lesson discusses the Commerce Runtime and its components. go to http://technet. This is provided when you install the Real-Time Service binaries and configuration files to create the WCF service.com/en-us/library/jj679919.5: REAL-TIME SERVICE Real-Time Service uses Secure Sockets Layer (SSL) to help secure communication between the head office and the store locations. It provides an 2 . when you deploy a Real-Time Service.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 FIGURE 2.ps1. Therefore. Reference Links: < For more information about the Real-Time Service deployment. you must first install a server certificate that is issued by a trusted certification authority.20 . Lesson Objectives The objective is to describe Commerce Runtime architecture and components Commerce Runtime The Microsoft Dynamics AX Commerce Runtime (CRT) component serves as the intermediary between Microsoft Dynamics AX and an online store.microsoft.aspx. Then you must run a PowerShell script and InstallCommerceDataExchangeRealtimeService. You can update the packets of data to include new fields that you add in Microsoft Dynamics AX.com/ENUS/library/jj916616. an object could be a product with attributes such as price and color.6: CRT ARCHITECTURE Commerce Runtime contains the following layers: Data access layer – A data access layer that runs on the CRT database. The data access layer has functions that you can use to manipulate these objects.Module 2: ECOMMERCE ARCHITECTURE engine for a retail channel and enables delivery of content and retail services in a scalable way. raw data is translated into objects in memory. In the data access layer. FIGURE 2. Reference Links: < For more information about the data access layer and data entities customization. go to http://technet.21 . Stored procedures pass packets of data from the database to data entities that can be used in services and workflow. Add Reference Links here> 2 . Commerce Runtime provides a set of assemblies that connect to the CRT database that stores business data for the online store.microsoft.aspx. For example. CRT assemblies also use the CDX Real-Time Service to connect to Microsoft Dynamics AX. The “CRT architecture” diagram shows the CRT architecture. You can use the API for any of the following: o Information about items o Price calculation o Shipping calculation o Placing orders You can extend the API to fit your business processes.microsoft. Reference Links: < For more information about how to create workflows. A “workflow” is a collection of services and business logic that together define business processes. o Calculate discounts.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Services layer – On top of the data access layer is a services layer. You can use these services to customize existing functionality.microsoft.com/EN-US/library/jj916617. there is the workflow layer. o Check inventory quantity. 2 . or you can create new workflows. o Calculate tax. go to http://technet. Application Programming Interface (API): On top of the workflow layer is the API layer.aspx. Reference Links: For more information about the CRT Services. you can use workflow to do any of the following: o Obtain the price. You can also use a workflow to connect to a thirdparty system as part of your business processes. You can use workflows that are included in Microsoft Dynamics AX. when a customer adds an item to the cart. Workflow layer –On top of the services layer.22 . o Perform validation. Services query for real-time data. or add your own services that have new functionality. go to http://technet. o Calculate shipping.com/EN-US/library/jj916618. For example.aspx. PaymentService Connects your online store to a payment service to provide credit card authorization and use preconfigured payment 2 . Service Description AddressService Verifies addresses and obtains location information. the new service replaces the default service. CurrencyService Converts currencies based on exchange rates.microsoft. ChargeService Calculates auto-charges. You can add your own services. Services are loaded in the order in which they are listed in the configuration file. or extend the prebuilt services.com/ENUS/library/jj916619.config. and shipping charges for a transaction. However. Reference Links: For more information about how to integrate a service into the Commerce Runtime. counties. All default services are loaded automatically. DimensionService Enables customers to find items in your store based on criteria like category or color. go to http://technet. if you add a new service above one of the default services. <Add Reference Links here> CRT Services Microsoft Dynamics AX retail services are scalable and extensible services that are empowered through a combination of the commerce data exchange and the commerce runtime.23 .com/en-us/library/jj992752. Several services exist in the Commerce Runtime that support the functionality of an online store. The following table describes the CRT prebuilt services.microsoft. You can add types in the Commerce Runtime configuration file to control the services that are loaded in the Commerce Runtime. EmailService Sends email to customers based on an email template that is defined in Microsoft Dynamics AX.aspx.aspx. price charges. such as cities. CustomerService Maintains customer information. go to http://technet.Module 2: ECOMMERCE ARCHITECTURE Reference Links: For more information about APIs. LoyaltyService Implements a program that rewards repeat customers. Services are enumerated as types in the Commerce Runtime configuration file that is named commerceRuntime. or states. 24 PricingService Obtains the price of an item in real time. You can use shipping data from Microsoft Dynamics AX or from a third-party shipping service. You can also extend the payment service to add third-party payment processors. You can use sales tax information from Microsoft Dynamics AX or from a third-party sales tax service. SalesOrderService Creates a sales order based on a customer shopping cart. ShippingService Calculates shipping costs and determine shipping options for the current order. TaxService Calculates the sales tax for the current order.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Service Description processing. The price is adjusted based on the base price and any applicable discounts. ProductAvailabilit yService Calculates the quantities of available products for sale. 2 . RoundingService Rounds the tender amount based on the tender type and store. StoreLocatorServi ce Generates a list of stores based on criteria like nearness and product availability. . TotalingService Calculates the totals on the sales transactions and sales lines. You can customize discounts for each retailer. The Fabrikam store is modeled after a fictitious online clothing store.Module 2: ECOMMERCE ARCHITECTURE Ecommerce Starter Site This lesson provides an overview of the Ecommerce starter site and its components. you specify which starter store to deploy in the environment. Starter Store Microsoft Dynamics AX 2012 for Retail includes two Retail online “starter” stores.25 .exe or PowerShell. The Contoso store is modeled after a fictitious online electronics retailer. CONTOSO ONLINE STARTER STORE FIGURE 2. After you deploy the starter store. Lesson Objectives The objective is to describe the Ecommerce starter site and its components. you can customize and rebrand it to meet the specific needs of the implementation.7: CONTOSO STARTER SITE 2 . When Retail online store is installed by using Setup. Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 FIGURE 2.8: FABRIKAM STARTER SITE The Contoso starter store is installed as part of the solution installation process when you deploy the Ecommerce solution on SharePoint. The online starter store provides customizable controls as described in the following table. Control type Page layouts Available in starter store Address edit Associate customer Change password Checkout confirm Facebook logon Issue gift card Logon Loyalty My account 2 - 26 Module 2: ECOMMERCE ARCHITECTURE Control type Available in starter store Order review Order confirm Order history Product details Product gallery Product quick view Display templates Contoso_Default_Item_ProductDetails Contoso_Default_Item_ProductGallery Contoso_Default_Item_ProductQuickView Control_KitRetailListWithPaging Control_ProductVariants Control_RetailListWithCarouselPaging Control_RetailListWithPaging Control_RetailListWithPagingNoCrt Fabrikam_Default_Item_ProductDetails Fabrikam_Default_Item_ProductGallery Fabrikam_Default_Item_ProductQuickView Filter_RetailMultiValue Filter_RetailMultiValue_Body GiftCard_Item_ProductDetails GiftCard_ProductVariants Item_KitComponentDetails_Contoso_Default Item_Recommended Item_SelectComponentSubstitutesQuickView_Contoso_D efault Controls/Web parts Shopping Cart Mini shopping cart Order history Address – display, edit Customer – display, edit Wish List Category landing Welcome bar Store product availability The “Online Store Architecture” diagram shows the out-of-the-box online store architecture. 2 - 27 Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 FIGURE 2.9: ONLINE STORE ARCHITECTURE The starter online store consists of two site collections: the product catalog site collection and the publishing portal site collection. These collections are located in the following separate web applications: The product catalog web application uses Active Directory DS to authenticate content authors. The product catalog site collection lists product data. All libraries and lists are shared as catalogs. The publishing portal web application uses Active Directory DS authentication for designers and forms-based authentication for web users. This web application is configured to enable anonymous access for web users. This web application is configured to give anonymous access for web users. The product catalog site collection lists product data. This includes the Microsoft Dynamics AX navigational hierarchy that is stored in the SharePoint Term Store. The lists that are created by the online store publishing process are shared. Internal users such as designers and other content authors have Contribute permission level to add, update, and delete items in the asset library. The asset library is added to the Suggested Content Browser Locations list for the authoring and product catalog site collections so that content authors can use those assets 2 - 28 Module 2: ECOMMERCE ARCHITECTURE in their content. The search system indexes content from the authoring site and the product catalog site collection. When a user views a page on one of the publishing sites, queries from Search Web Parts on that page are sent to the search index. Results are returned from the search index, and shown in the Search Web Parts on the page. Note: Because the publishing site collection is outside the firewall, the asset library is located in a separate site collection in the same web application as the publishing site collection. This gives users on the publishing sites read access to those assets. Internal users, such as designers and other content authors, have Contribute permission level to add, update, and delete items in the asset library. The asset library is added to the Suggested Content Browser Locations list for the authoring and product catalog site collections. This enables content authors to use those assets in their content. The Microsoft Dynamics AX SharePoint Connector is a service that includes a SharePoint publishing job that runs in the OWSTimer.exe service. The job is called RetailPublishingJob, and you can monitor it in SharePoint 2013 Central Administration. It retrieves updated store and product information from the CRT database, and then pushes it into the product catalog site collection. The information is then crawled by Search. Online Store Databases When you deploy the online store, the system creates the following databases in Microsoft SQL Server. CRT database – The online store uses this database as a data store before pushing data into SharePoint. By default, the database is named AxRetailSP. Settings for this database are stored in the oob-topology.xml file under Settings/Channel. Identity Provider database – This database stores user credentials for forms-based authentication. By default, the database is named SPFBA. Settings for this database are stored in the oob-topology.xml file under Settings/IdentityProvider. Custom Claims Provider database – This database stores the mapping between user identity and Microsoft Dynamics AX customer number when the user creates an account. By default, the database is named SPAuthZ. Settings for this database are stored in the oob-topology.xml file under Settings/CustomClaimsProvider. 2 - 29 Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Online Store Pages The online store is a search-driven SharePoint site. The starter store pages are built by using the SharePoint 2013 page model that is illustrated in the “SharePoint 2013 Page Model” diagram. FIGURE 2.10: SHAREPOINT 2013 PAGE MODEL The SharePoint page model for a starter store contains the following main elements: 2 - 30 Master pages Page layouts Search-driven Web Parts, such as the Content Search Web Part Display templates that control the search results Control display templates that control the layout of search results and any elements that are common to all results such as paging, sorting, and other links Item display templates that control how each search result is displayed and repeated for each result aspx.Module 2: ECOMMERCE ARCHITECTURE The starter store provides several master pages. the welcome page for the site.com/EN-US/library/dn387566.aspx. display templates. For example. You can customize the master templates and page layouts and create your own. go to http://technet. <Add Reference Links here> The starter site master pages include the following: Storefront. Each page layout uses a specific master page. Reference Links: For more information about how to customize the online store.master StorefrontMobile. and each page has a corresponding page layout.microsoft. has a corresponding page layout file that is named WelcomeLayout.aspx. and web parts.31 . page layouts.master The page layouts in the online store include the following: My account Order history Product details Product gallery Product quick view Address edit Associate customer Change password Checkout confirm Facebook® Logon The prebuilt display templates are as follows: Item Product Detail Item Product Gallery Item Product Quick View The web parts that are available out-of-the box include the following: Add To Cart Checkout Promotion Code Submit Order Mini shopping cart Shopping cart Address 2 . Welcome. Control_Pr oductVaria nt. The CSS files for the online store are located in the following location on the SharePoint application server where the online store is installed: Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\TEMPLATE\LAYOUTS\1033\STYLES\Storefront. AssociateC ustomer. Core. Cascading Style Sheet 2 . Item_Prod uctGallery.css Defines the formatting for the components that appear on the CheckoutConfirm page. CustomerE dit. Item_Prod uctDetails.css Defines the formatting that applies to the control that is selected for the Item Details display template.cs s Defines the formatting for the components that appear on the AssociateCustomer page. CheckoutC onfirm. Item_Reco mmended Defines the formatting that applies to the Item_Recommended display template that is used by the following web parts: Related Products Customer Favorites Shop By Brand . The following table lists the cascading style sheets that are used in the online store.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Customer Cascading style sheets (CSS) provide styling and formatting for the page layouts. css Defines the formatting for the components that appear on the ProductDetails page.css Defines the formatting for the components that appear on the Login page. css Defines the formatting for the components that appear on the ProductGallery page.css Defines the formatting for the components that appear on the AddressEdit page.32 Description AddressEdi t.css Defines global formatting that applies to all pages and user interface (UI) components of the starter store. Tab.css Defines the formatting for the tab control that appears on the Quickview and ProductDetails pages.33 .cs s Defines the formatting for the components that appear on the page that enables a user to register a new account. OrderChec kout.css Defines the formatting for the components that appear on the Login page. ProgressBa r. Register. Billing Information.Module 2: ECOMMERCE ARCHITECTURE Cascading Style Sheet Description Clearance items Login.c ss Defines the formatting for the components that appear on the Welcome page. OrderHisto ry.css Defines the formatting for the components that appear on the ShoppingCart page. and Review.css Defines the formatting for the components that appear on the MyAccount page. 2 . Welcome. OrderDeta ils.css Defines the formatting for the components that appear on the OrderDetails page. Reset. This makes the pages as browserindependent as possible.css Defines the formatting for the checkout progress bar on the OrderCheckout page that is displayed for Shipping information.css on the master page.css Defines the formatting for the components that appear on the OrderHistory page.css Defines the formatting for the components that appear on the Checkout page. MyAccoun t.css Resets some default HTML formatting that is defined in Core. Shopping Cart. Commerce Data Exchange and the services that it includes. a services layer. ( ) It is an integration component that connects Microsoft Dynamics AX with the third-party data providers. ( ) It is a communication mechanism for Microsoft Dynamics AX Retail. a services layer and a data access layer ( ) None of the above 3. a payment layer. a workflow layer. What site collections does the online store use? Select all that apply. ( ) None of the above. 2. and an API layer. ( ) A site collection that contains a product catalog site. ( ) All the above. and an order layer. ( ) A data access layer. a workflow layer. Test Your Knowledge Test your knowledge with the following questions.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Module Review In this module the following concepts were covered Ecommerce solution architecture and its components. What is Commerce Data Exchange? ( ) It is a built-in Microsoft Dynamics AX service that provides exchange rate for multiple currencies. a shipping layer. ( ) A site collection that contains a shopping cart site. 2 . Architecture of the Online starter site and its components. a checkout layer. Commerce Runtime architecture and services. and an API layer. ( ) A presentation layer. What layers does the Commerce Runtime contain? ( ) A data access layer.34 . 1. ( ) A basket layer. ( ) None of the above. ( ) Cross-channel and cross-device workflows.35 . 4. What are the key pillars of the Microsoft Dynamics AX Ecommerce solution? ( ) Centralized data and order management across all channels. What should be deployed in the Retail Headquarters as part of the commerce data exchange setup to manage communication between the Retail Headquarters and the online store? ( ) CDX Async Client ( ) CDX Async Server ( ) CDX Synch Service ( ) All the above ( ) None of the above 5.Module 2: ECOMMERCE ARCHITECTURE ( ) A site collection that contains a publishing portal site. ( ) Symmetrical omni-channel retail services. ( ) OOB e-commerce with storefront developer platform. ( ) Two Site Collections that contains a product catalog site and publishing portal site. ( ) All the above 2 . You use the POS register to pick up this order in Contoso’s Boston brick-and-mortar store.microsoft. and the Retail publishing job. such as the Product Catalog site. Explain the online store structure and navigation. the products listings. Then you explore the components of the online storefront. and the Retail publishing job. place an online order. and then synchronize the order from the online store to AX.pdf Technical Guide 2 . 4. 3. Explore the components of the online storefront solution. such as the Product Catalog site. the products listings.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Lab: ECOMMERCE ARCHITECTURE Scenario In this lab. the search-driven experience. Lab Setup 1. Please review the documentation to set up the VM before completing the Lab. 2.microsoft. Show how to sync the orders from the online store to AX manually. you explore the online store. The Contoso online store provides an opportunity for web shoppers to pick up merchandise that they have ordered online in Contoso brick-and-mortar stores. Objectives The objectives of this lab are: 1. Release Notes https://mbs.0 2.36 . Link : https://mbs. and the checkout process. the product pages. Review the omni-channel experience that is enabled by AX Retail when the online order is picked up in the brick-and-mortar store. This Lab uses the Microsoft Dynamics AX 2012 R3 Demo VM Available on Partner Source.com/partnersource/northamerica/AX/download s/servicepacks/AX2012DemoToolsMaterials#MicrosoftDynamicsAX2012R3Solu tionDemoPackageV1. The VM on Partner Source comes together with the following documentation.com/files/customer/AX/Downloads/Servicepacks/ReleaseNo tesAX2012R3SolutionDemoPackageV10. com/files/customer/AX/Downloads/Servicepacks/KnownIssu esforAX2012R3SolutionDemoPackageV10. Open SQL Server Management Studio.Module 2: ECOMMERCE ARCHITECTURE https://mbs.microsoft. To fix the Synchronize Online Orders Job issue.pdf How to Start Crawl for Microsoft SharePoint Server Search https://mbs.pdf How to set up Network Adapter Priority https://mbs.pdf How to Use Virtual Machine Profile Manager How to User Virtual Machine Profile Manager 3.microsoft.pdf Known Issues https://mbs. Connect to the AX2012R3A database engine. b.pdf Sample data https://mbs. c.com/files/customer/AX/Downloads/Servicepacks/TechnicalG uideAX2012R3SolutionDemoPackageV10.microsoft.microsoft. 4.com/files/customer/AX/Downloads/Servicepacks/HowtoIniti ateCrawlMicrosoftSharePointSearch. Run the following query: USE MicrosoftDynamicsAX DROP TRIGGER [AIFDynamicsConnectorDefaultServicesInsTrigAxdSalesOrderCredi tCardAut024a098943b948f7a1a889249902d3b7] 2 . Use USRT as the default company for all the Labs. follow these steps: a.microsoft.37 .com/files/customer/AX/Downloads/Servicepacks/HowtoSet NetworkAdapterPriorities.com/files/customer/AX/Downloads/Servicepacks/AX2012R3 SolutionDemoPackageOverview. 2 .38 . Restart the AOS Service.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 d. 2 .com. Task 1: Browse the Online Starter Store. Detailed Steps 1. you browse the online starter store. Figure 1: Online Store Home Page 2.contoso.39 . and then locate the Contoso online store that is located at www. High Level Steps Browse the online store. Explore the site home page that is illustrated in the diagram (Online Store Home page). The site navigation is driven by the category hierarchies that are defined in Microsoft Dynamics AX and published to the online store. Rest the pointer on Cameras. Open the browser. 3. refine the product listing. and then click Digital SLR cameras. add a product to a shopping cart. Notice the site navigation by product categories on the top of the page.Module 2: ECOMMERCE ARCHITECTURE Exercise 1: Explore Online Store and Place an Order Exercise Scenario In this exercise. and then perform the checkout process. Detailed Steps 1.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Figure 2: Online Store Product Details Page Task 2: Refine the product listing in the Online Starter Store.40 On the Product Listing Page of the Online Starter store. explore the page. notice the breadcrumb at the top of the page that is driven by the category hierarchy that is defined in AX. High Level Steps Refine the product listing.Refiners” graphic. 2 . The product attributes that are configured in AX drive these refiners. In the “Online Store Product Display . Notice the refiners on the right side of the page that let users quickly narrow their list of products. . 4.Refiners 2. High Level Steps 1. images. 2 . Detailed Steps 1. Provide the billing information. Submit an order and receive the order confirmation. 3. click A.Datum cameras that are under $1000. Click A. 3. The Product details page is displayed. In Contoso Online Store. such as the product description. and specifications. In the Refiners panel. Task 3: In the Online Store. This filters the product list and displays A. These details are all managed centrally in AX. notice the rich product details. Datum SLR Camera X135. 4. open the Product details page for A. Datum. feature lists. in the Refiners panel. Provide the shipping information.Module 2: ECOMMERCE ARCHITECTURE Figure 3: Online Store Product Display. 5. See the “___” illustration.41 . 2. add a product to the shopping cart and submit the order. Add a product to a shopping cart. under Brand. On the Product listing page that displays cameras under $1000. In the Product details page. Datum SLR Camera X135. click $1000 to display cameras under this price. under Price. without having to access the Cart page. Figure 5: Add to Cart . click Checkout. .Mini-Cart Pop up Window 3.42 On the Mini-cart pop-up window shown above. The Mini-cart pop-up window appears on the upper-right of the page. The Sign In page is displayed.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Figure 4: Online Store Product Details 2. 2 .” It shows the customer what they have selected. notice that the customers can log on either with a registered account or checkout as a guest. Explore the page. As illustrated in the “Sign In Page” graphic. Click Add to cart. See “Mini cart Pop-up Window. As illustrated in the “Delivery information Page graphic. The stores are 2 . Click Checkout as guest.43 . See the “Shipping Information Page” figure. The Shipping Information page is displayed. See the “Delivery information Page” figure. Figure 7: Shipping Information Page 6. The Delivery information page opens. Select Pick up Items in Store.” notice that a map is displayed to help find the closest store. 5. Notice that the orders can be shipped to the customer or the customer can select to locate a nearby store for pickup.Module 2: ECOMMERCE ARCHITECTURE Figure 6 :Sign In page 4. Explore the page. Enter the following information: Email address: Confirm email address Name on card: Card number: Card type: Expiration month: Expiration year: CCID: Address1: Address 2: City: State/province: 2 . Under Find a store. See the “Billing information Page” figure. See the “Delivery information Page” figure. and then click Search. The Billing information page is displayed. 7.44 <your email address> Gregory Weber 4111111111111111 Visa Nov 2015 999 123 Main Street Leave blank Boston MA . The store is shown on the map and its address is displayed on the right side of the map. 9. The integration to Bing maps lets you show the store on the map. Figure 8: Delivery Information page 8.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 configured in the Store locator groups in AX. Click Next Step. type “02215” in the ZIP/Postal Code text box. 11. The Review and confirm page is displayed.45 . Explore this page to view the details of your order. and then click Submit order. See the “Review and confirm Page” figure.Module 2: ECOMMERCE ARCHITECTURE ZIP/postal code: 02215 Figure 9 :Billing Information page 10. 2 . Click Next Step. Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Figure 10 : Review and Confirm Page 12. note the order reference number that is displayed on the page. 2 .46 . The Order confirmation page is displayed. In the “Order confirmation Page” graphic. the product pages.47 .Module 2: ECOMMERCE ARCHITECTURE Figure 11 : Order Confirmation page 13. Close the browser. and the checkout process. 2 . Results You learned about the store structure and navigation. the search-driven experience. Detailed Steps 2 . For lab purposes. Synchronize online orders in Microsoft Dynamics AX. Task 1: Run a job to bring online sales orders into Microsoft Dynamics AX and synchronize the sales orders. Run a job to bring the online orders from the CRT database into Microsoft Dynamics AX. on demand.48 1. you can do this manually. The Distribution Window opens. Data typically is scheduled to synchronize between the CRT and Microsoft Dynamics AX periodically by using CDX: ASync Service. See the “Distribution Window” figure. Click Periodic> Data distribution > Distribution schedule. and then select Retail 2. Open the Microsoft Dynamics AX client. Then you use the POS register to obtain the order details and enable the customer to pick up the order in the store that they selected for delivery. .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Exercise 2: Synchronize Online Orders and Pick Up Online Order from a Brick-and-Mortar Store Exercise Scenario In this exercise you synchronize the orders from the online store to Microsoft Dynamics AX. 2. High Level Steps 1. Module 2: ECOMMERCE ARCHITECTURE Figure 12: Retail Area Page 3. As soon as the online order data is sent to Microsoft Dynamics AX. click Yes. See the “Distribution schedule Window” figure. Figure 13: Distribution Schedule Window 4. and then on the upper-right of the window. select job P-0001. click Run now.49 . On the Distribution schedule window. and then click Close to close the Distribution schedule window. 5. In the Confirmation dialog box. 2 . Task 2: Pick Up an Online Order from the Store High Level Steps 1. Search for the online order. 6. 9. then continue to step three. On the Retail Area page. click Synchronize online orders. find the Pos. 2. 4. Detailed Steps 2 . click OK. In the Synchronize online order jobs dialog box.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 the online orders must be processed.config file. under Periodic. Do one of the following: If the StoreId is pointing to BOSTON. In the location in the same folder.exe. Close Microsoft Dynamics AX client. Make sure that the POS is pointing to the Boston store by locating to the folder at C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail POS. Point the legal entity to USRT. If the StoreId is not pointing to BOSTON. 8. close the file. Take the payment.exe config file” figure.exe. 2. See the “Pos. Select the online order items for pickup.50 1. and then open the Pos. 3.Boston-1.config file in Notepad. . Log on to the POS terminal in the Boston store. 7. 2 . Click Open a new shift. and then select Customer orders. 6. you are prompted to open a new shift.51 . Figure 14: Pos. 4. by using the following credentials: Operator ID 000110Password 123 5. Figure 15: Retail POS client 7.config. The Recall orders page opens. Select Tasks. Click Recall order button.Module 2: ECOMMERCE ARCHITECTURE and then rename it to Pos. Log on as Dan Park. See the “Recall orders Page” graphic.exe. Open POS at the Boston store by using the Retail POS shortcut from the Start window. As the first user who logs into a POS client. the cashier.exe config file 3. pickup. cancel. From here. and then click Search.52 On the Recall orders page. you can view details. 2 . See the “Sales orders Page” figure. you can search for orders by using several fields including the following: o Order number o Customer o Start date o End date o And so on Set the Start date as current date. or return the order. .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Figure 16: Recall Orders Page 8. The online order is displayed on the Sales orders page. 9. The customer can decide to partly pick up orders or to fulfill the whole order. Figure 18:Item details screen 11. Orders picked up in the store require payment (the payment authorization for the online order is discarded). Click OK to confirm that no deposit is 2 . Select Pick up order.53 . The order items are displayed in the Item Details screen. Select Pickup all items 12.Module 2: ECOMMERCE ARCHITECTURE Figure 17 :Sales order page 10. 2 . Figure 19: Payment processing options 13. Results You learned how to synchronize the orders from the online store to Microsoft Dynamics AX manually. and then click Exact for payment processing. You completed an online order pickup in store process. Log out of the POS (no payment is processed in this exercise).Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 applied.54 . the products listings. Open SharePoint Central Administration. Task 1: Explore the components of the Online Storefront Solution in SharePoint. In the browser address bar. you explore the components of the online storefront solution in SharePoint.Module 2: ECOMMERCE ARCHITECTURE Exercise 3: Explore Online Storefront Components Exercise Scenario In this exercise. type “http:// ax2012r2a:40001/sites/RetailProductCatalog” to open the product catalog site. 2. Detailed Steps To open the Retail Product Catalog site. High Level Steps 1. See the “Retail Product Catalog Site” graphic. Open the Retail Product Catalog site. follow these steps: 1. such as the Product Catalog site. and then review the product listings and attributes. and then review the definition of the Retail-publishing job. and the Retailpublishing job. Figure 20: Retail product catalog site 2 .55 . Figure 21: Uncategorized list page 3. On the main toolbar. click Browse. The list of product attributes is displayed.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 2. . The Uncategorized List page opens. See the “Uncategorized List Page” figure. On Quick Launch in the left pane.56 Double-click any product link. This list contains the Microsoft Dynamics AX product listings. click UncategorizedList_000. 2 . Explore the product attributes. From the Start page. open SharePoint 2013 Central Administration. Select Monitoring. The Monitoring page opens. The products and attributes are set up in Microsoft Dynamics AX. See the “Monitoring Page” figure.57 . and then synchronized to the CRT database by CDX. follow these steps: 1. 2 . 2.Module 2: ECOMMERCE ARCHITECTURE Figure 22: Product Attributes in Uncategorized list 4. and then click Close to return to the list of products. Then the product information from the CRT is retrieved by the Retail-publishing job that pushes it into the product catalog site. To review the Retail publishing job definition. See the “Uncategorized List Page” figure. scroll to the bottom of the page. Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Figure 23: Monitoring Page 3.58 Click RetailPublishingJob. In the Timer jobs section. The Job Definitions list is displayed in alphabetical order. click Review job definitions. 5. See the “Edit Timer Job” figure. . 4. You may have to scroll to the bottom of the first page and use the navigation arrows to move between pages. Locate the RetailPublishingJob. 2 . The Edit Timer Job page opens. What does the UncategorizedList_000 in the SharePoint Product Catalog site contain? 2 . and then click OK to close the browser. Results You reviewed the Retail Publishing job definition. 1. Test Your Knowledge Test your knowledge with the following questions.Module 2: ECOMMERCE ARCHITECTURE Figure 24: Edit Timer Job 6. What are the steps in pulling in all online store orders in the Microsoft Dynamics AX Retail Headquarters and synchronizing the sales orders? 2.59 . Review the settings. You explored the Product Catalog site and the product listings. (√) Two Site Collections that contain a product catalog site and publishing portal site. ( ) None of the above 4.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Test Your Knowledge Solutions Module Review and Takeaways 1. a workflow layer. and a data access layer ( ) None of the above 3. a workflow layer. a services layer. a checkout layer. What site collections does the online store use? Select all that apply. 2 . What layers does the Commerce Runtime contain? ( ) A data access layer. (√) A data access layer. ( ) A presentation layer. and an API layer. ( ) A site collection that contains a publishing portal site. What is Commerce Data Exchange? ( ) It is a built-in Microsoft Dynamics AX service that provides exchange rates for multiple currencies. (√) It is a communication mechanism for Microsoft Dynamics AX Retail. a payment layer. and an API layer. ( ) A basket layer. ( ) A site collection that contains a product catalog site. ( ) A site collection that contains a shopping cart site. a shipping layer. a services layer. ( ) It is an integration component that connects Microsoft Dynamics AX with third-party data providers ( ) All the above ( ) None of the above 2. and an order layer.60 What should be deployed in the Retail Headquarters as part of the commerce data exchange setup to manage communication between the Retail Headquarters and the online store? . 61 . ( ) OOB e-commerce with storefront developer platform. ( ) Cross-channel and cross-device workflows. ( ) All the above 2 . What are the key pillars of the Microsoft Dynamics AX Ecommerce solution? (√) Centralized data and order management across all channels. ( ) Symmetrical omni-channel retail services.Module 2: ECOMMERCE ARCHITECTURE ( ) CDX Async Client (√) CDX Async Server ( ) CDX Synch Service ( ) All the above ( ) None of the above 5. Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 ECOMMERCE ARCHITECTURE Lab 6. 2 . Run the job to “Synchronize Online Orders” under Retail > Periodic.62 . Run the P-0001 Job from the Distribution Schedule under Retail > Periodic. ii. What are the steps in pulling in all online store orders in the Microsoft Dynamics AX Retail Headquarters and synchronizing the sales orders? MODEL ANSWER: i. What does the UncategorizedList_000 in the SharePoint Product Catalog site contain? MODEL ANSWER: This list contains all the Microsoft Dynamics AX product listings. You can also view the list of Product Attributes from this list. 7. Objectives The objectives are as follows: Explain preinstallation tasks. Describe how to create and configure the online store by using the PowerShell. This module covers the installation process and validation of deployment and troubleshooting. and administrative and runtime components that integrate the SharePoint Ecommerce site with Microsoft Dynamics AX. 3-1 .MODULE 3: INSTALLATION OF ECOMMERCE COMPONENTS Module Overview Microsoft Dynamics AX 2012 R3 Ecommerce solution includes a starter online store that is built by using Microsoft SharePoint Server 2013. developer tools. or in a Microsoft SharePoint 2013 Server scaled farm with multiple web front-ends for production environments. Review the online store deployment and troubleshoot online store deployment issues. You can deploy Microsoft Dynamics AX Retail online store on a single server in a development or evaluation environment. Present how to install online channel and configure settings. you can have domain controller. . Verify that the server is not a domain controller. Verify that you installed the URL Rewrite Module 2.aspx. make sure that you have 10 GB of RAM and 4 processors. Task Verify system requirements Additional Notes At a minimum.com/enus/library/cc262243. Lesson Objectives Explain the required pre-installation procedures before you deploy the online store.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Pre-installation Tasks This lesson describes the tasks that you must complete before you deploy the Microsoft Dynamics AX Retail online store. Deployment fails if the server is a domain controller. SharePoint 2013. Reference Links: For the current cumulative update that is available on SharePoint Server 2013. Prepare the Environment You must complete the following tasks before you deploy the Microsoft Dynamics AX Retail online store.microsoft. Install and configure SharePoint 3-2 Install Microsoft SharePoint Server 2013. go to http://go. and AX 2012 in single box. Install Microsoft SharePoint Server 2013. SQL server. Reference Links: For installation instructions for SharePoint Server 2013 on a single environment that uses SQL Server.microsoft.microsoft. We recommend 16 GB of RAM.com/fwlink/?LinkId=286427.0 (64bit) on the SharePoint server. Go to http://technet. Enterprise Edition.com/library/dn789211(v=offic e.14). go to http://technet. Reference Links: For installation instructions for SharePoint Server 2013 across multiple servers for a three-tier farm. Note: For development environment setup. follow these steps: 1.com/ENUS/library/hh597201. and verify that the following services are running: Central Administration Manage Metadata Web Service Microsoft SharePoint Foundation Workflow Timer Service Microsoft SharePoint Foundation Web Application Search Host Controller Service Search Query and Site Settings Service SharePoint Server Search 3. Setup and configure Microsoft Dynamics AX Retail Reference Links: For setup instructions for Microsoft Dynamics AX Retail. go to http://technet.com/ENUS/library/dn756356. To avoid permissions issues and streamline the deployment process. 4. If you did not install and configure Microsoft SQL Server. In SharePoint Central Administration.com/ENUS/library/dd362138. Microsoft 3-3 .aspx. go to http://technet. go to http://technet. Reference Links: For installation instructions for Microsoft Dynamics AX 2012.microsoft. Reference Links: For instructions to import test sample data. as described later in this topic.aspx.microsoft. verify that you are a member of the farm administrator role in SharePoint and that you have administrator access to each site collection in the farm.microsoft. 5. You must also enter server names and domain service accounts in the online store xml file. verify that you are a member of the system administrator role in Microsoft Dynamics AX. If you did not install and configure Microsoft Dynamics AX.aspx. click Application Management > Service Applications > Manage Services on Server. 2. If you did not install and configure SharePoint.Module 3: Installation of Ecommerce Components Task Additional Notes Install Microsoft Dynamics AX 2012 R3 Install Microsoft Dynamics AX 2012 R3. SharePoint Setting and Domain Account Deployment of the online store requires you to configure settings in SharePoint. Verify that all SharePoint application pools are running in IIS Manager. Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Dynamics AX, or SharePoint, verify that you are a member of the Sysadmin role on the Microsoft Dynamics AX databases and all SharePoint databases. Domain accounts: The deployment process requires domain user accounts for the following. Retail Job User: You specified this account when you installed SharePoint. It is the account under which the SharePoint Timer Service runs. Product Catalog Web App Pool User: This account is specified in the deployment XML file that is discussed later in this topic. Store Front Web App Pool User: You specified this account when you installed SharePoint. It is the account under which the Security Token Service application pool runs in IIS Manager. Verify or create a domain account for each of these users. You enter these accounts in the deployment XML file later in this topic. Prerequisite Validation Before you install the Retail online store, run the prerequisite validation utility to verify that system requirements are met. If requirements are not met, the utility helps you install or configure most prerequisites. Additionally, you can view or print a report that shows the results of the prerequisite validation. After you run the prerequisite validation utility, and all validation results are successful, run Windows Update to identify and install the latest updates before you continue with the installation of Microsoft Dynamics AX Retail online store. For Server Farm: Configure All Servers to Receive Remote Commands You must run the Enable-PSRemoting -Force PowerShell cmdlet on each server and web front-end in the farm. This command configures the computer to receive Windows PowerShell remote commands that WS-Management technology sends. By default, Windows Server2012 Windows PowerShell remoting is enabled. You can use Enable-PSRemoting to enable Windows PowerShell remoting on other supported versions of Windows and to re-enable remoting on Windows Server 2012 if it becomes disabled. Reference Links: Reference Links: For more information about this cmdlet, including syntax and other parameters see http://technet.microsoft.com/enus/library/hh849694.aspx. 3-4 Module 3: Installation of Ecommerce Components Deploy Retail Online Channel and Configure Settings You can use Microsoft Dynamics AX Setup to install the online channel on the SharePoint server, and how to configure settings. Retail Online Channel includes the required components to set up an online sales channel on the SharePoint server. This component lets you integrate data from Microsoft Dynamics AX into the SharePoint site. You can also administer the online channel by using the Microsoft Dynamics AX client. After you install the Microsoft Dynamics AX 2012 Retail online channel by using Dynamics AX Setup, several settings must be edited in the oobsettings.xml (for all servers) and oob-topology.xml files for a server farm. Lesson Objectives The objectives are as follows: Explain the steps that are required to install the Retail online channel. Present the configuration settings in the online store XML files. Install Retail Online Store To install Retail online store, follow these steps: 1. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. 2. Advance through the first wizard pages. 3. If the Setup Support files have not yet been installed on the server, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. 4. On the Select installation type page, click Custom installation, and then click Next. 5. Install Retail Channel Database by using the wizard 6. Create or setup up an SSL certificate (.pfx file) and create a new Online store in AX Retail Module to get Operating Unit. 7. On the Select components page, select Retail Online Channel, and then click Next. 8. On a standard environment setup, clear “configure the online store together with channel” to run PowerShell scripts later for manual setup. 9. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check Prerequisites. When no errors remain, click Next. 10. On the Ready to install page, click Install. 3-5 Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 11. After the installation is complete, click Finish to exit the wizard. Windows Server 2012 If you deployed SharePoint Server 2013 on a server that runs Windows Server 2012, then you must complete the following procedure to make sure that the Microsoft.Web.Administration.dll is not overwritten in the server’s global assembly cache when you execute deployment scripts. Note: You do not have to perform this procedure on Windows Server 2008 R2. 1. Open the manifest.xml file in the following directory on the SharePoint server: C:\Program Files (x86)\ Microsoft Dynamics AX\60\Retail Online Channel\StoreFront\SP 2. Delete the following line of code from the manifest.xml file: <Assembly Location="Microsoft.Web.Administration.dll" DeploymentTarget="GlobalAssemblyCache" />. 3. Click Save, and then close the file. For Server Farm: Configure Settings in the oobtopology.xml File After you install the online channel by using Microsoft Dynamics AX Setup, locate the oob-topology.xml file in the C:\Program Files (x86)\ Microsoft Dynamics AX\60\Retail Online Channel\tools folder. This file stores configurations and settings for your online store. This section describes how to configure settings in the oob-topology.xml file. You must configure database server names and SharePoint service account settings in this file. If you do not configure the values that are described here, the deployment fails. Lesson Objectives Explain how to configure settings in the oob-topology.xml file Explain how to configure the settings of the connector service Present the product catalog settings and the Retail Online Store publishing portal settings 3-6 Module 3: Installation of Ecommerce Components Explain how to configure Facebook integration. Connector Settings The oob-topology.xml file stores account and server settings for a connector service that runs under the SharePoint OWSTimer.exe service. The connector service uses a domain account to publish Retail jobs from Microsoft Dynamics AX to SharePoint. When you execute the PowerShell scripts to deploy the online store, the system creates a new SharePoint service and a service instance. You can then view the service instance in SharePoint Central Administration on the System Settings > Manage Services on Server page. The new service instance is called Dynamics AX Publishing Connector Service. In a production environment, the connector service should be installed on at least two application servers (not web front-end servers). SharePoint prevents two service instances from running at the same time, but does allow for failover support. You can specify two application servers where the service instance should run in the oob-topology.xml file, as described in the following procedure. For application servers where the service instance should run in the oobtopology.xml file, follow these steps: 1. Open the oob-topology.xml file in a simple text editor, such as Notepad or Microsoft® Visual Studio. 2. Search for and replace [RetailJobUser] with the domain account under which the retail publishing job should run; remove the brackets. Type the domain account in this format: Domain\UserAccount. 3. Search for and replace [PublishingConnectorServiceInstanceServers] with the name(s) of the application servers where the connector service should run, and then remove the brackets. Type the application server names in the format: “server1,server2”, and include the quotation marks. 4. Find [TargetServerNames], and then provide the server name. 5. Save your changes in the oob-topology.xml file. Configure Settings in the oob-settings.xml File This section describes how to configure settings in the oob-settings.xml file. By default, the files are located in C:\Program Files (x86)\ Microsoft Dynamics AX\60\Retail Online Channel\tools. Product Catalog Settings The PowerShell deployment scripts (described in the next lesson) create a product catalog web application in SharePoint. The SharePoint Search indexer uses this application. For more information about the product catalog and publishing 3-7 Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 portal site collections, refer to Module 01 of this course. To specify settings for the product catalog application, follow these steps: 1. Open the oob-settings.xml file in a text editor, such as Notepad. 2. Search in the oob-settings.xml file for the parameters in the following table. Enter a new value for each parameter. For each value, keep the quotation marks (“”), but remove percent signs (%). Parameter Replacement value “ProductCatal ogWebAppPo olUser” Replace this value with the domain account under which the product catalog application pool should run, for example value="Domain\User". “FarmAdminist ratorAlias” Replace the value with the domain account and alias of a SharePoint farm administrator, for example value="Domain\User". “FarmAdminist ratorEmail” Replace the value with the email address of a SharePoint farm administrator in the form value="
[email protected]" 3. Save your changes in the oob-settings.xml file. Retail Online Store Publishing Portal Settings The PowerShell deployment scripts (described in the next lesson) create a web application named C2WebApplication in IIS and SharePoint. The deployment scripts then create site collections on the C2WebApplication. The following table shows the default details of the site collections. Zone Authentication URLs Default Forms, Facebook http://%ComputerName%:40002 Intranet Windows http://%ComputerName%:40003 Internet Forms, Facebook http://www.contoso.com:40002 Extranet Forms, Facebook http://%ComputerName%:40004 Custom Forms, Facebook http://www.contoso.com:40004 Use the following table to specify settings for the Retail online store Publishing portal in the oob-setting.xml file. 3-8 pfx file is stored. “StoreFrontPublicSSLCert PfxFileName” Replace the value with the file name and extension.com/enus/library/cc732331(v=ws. For production environments. “StoreFrontPublicSSLCert PfxPassword” Replace the value with the password of the . “StoreFrontPublicSSLCert Directory” Replace the value with the path of the directory where the certificate’s . for example value="Domain\User".pfx. right-click SecurityTokenServiceApplicationPool. “STSWebAppPoolUser” Replace the value with the domain account under which the SecurityTokenServiceApplicationPool is running.xml file. and then click Advanced Settings. Parameter Replacement value “StoreFrontPublicSSLCertT humbprint” Replace the value with the thumbprint that is provided by your SSL certificate. you must register your domain and obtain a valid.10).xml for developer/evaluation and production environments. You must configure the following parameters in the oob-settings. see Certificate Overview at http://technet.Module 3: Installation of Ecommerce Components Parameter Replacement value “StoreFrontWebAppPool User” Replace the value with the domain account under which the Retail Store Publishing Portal application pool should run. click Application Pools. Encryption Settings The Retail store publishing portal uses Secure Sockets Layer (SSL) encryption.pfx file. You specified this account when you installed SharePoint. registered SSL certificate from a provider. For example value="Domain\User". This account was specified when you installed SharePoint. you can use a self-signed certificate. 3-9 .microsoft.aspx. For developer and evaluation environments. Remove all spaces between numbers and letters when you enter the thumbprint in the oob-settings. for example value="Domain\User". Reference Links: For information about how to work with certificates. The account name for this application pool is listed under Process Model > Identity. the extension is . “RetailJobUser” Replace the value with the domain account under which the SharePoint Timer service is running. To locate the account name in IIS Manager. By default. For production environments. This section describes how to configure your environment for Facebook authentication. follow the steps 3 .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Configure URLs and Ports By default. FIGURE 3. Note: If you do not want to configure Facebook integration.1: RECOMMENDED SETTINGS FOR PRODUCTION ENVIRONMENTS Configure Facebook™ Integration The Retail online store can authenticate users who sign in by using their Facebook credentials.10 .xml file and the recommended port values for production environments. These ports are 40001 – 40004. the Microsoft Dynamics AX Retail online store web applications are configured with port values for a development environment. The following table shows the web application parameters in the oob-settings. we recommend that you use ports 80 and 443. Figure 1: App ID and App Secret 9. 3. and category. and then click Add Platform. On the Applications Landing page. In the Settings section. namespace. 7. 3 . Click the Website option.xml file. access Basic info.facebook. Enter a new value for each parameter. search for “FacebookApplicationSecret”. and then specify the Site URL. Replace the value with the Facebook “App ID” that you received from the Facebook Developer site. Parameter “FacebookCertificat eDirectory” Replacement value Enter a value with the path of the directory where the Facebook certificate is stored. “Disable Facebook Integration.com/apps. follow these steps: 1. 6. Log on to the Facebook developer site at https://developers. 8. Search in the oob-settings. In the oob-settings.Module 3: Installation of Ecommerce Components in the next section. Enter the display name. Click Save Changes. Step 2: Configure Facebook Certificates To create certificates for Facebook authentication. 5. Replace the value with the “App Secret” that you created for your Facebook application.” Step 1: Create a Facebook Application To create an application that enables Facebook logon to your site. Click Create App. Save your changes in the oob-settings. follow these steps: 1. Click Create New App. search for “FacebookApplicationId”. 2.xml file for the parameters in the following table.xml file. In the oob-settings.11 . and then follow the prompts to create a new application. select the application that you just created. 4.xml file. Register as a developer on the Facebook developer site. Open the oob-topology. Search in the oob-topology. For each value.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Parameter Replacement value “FacebookCertificat eLocalCopyDirector y” Enter a value with the path of a directory on the local computer where the Facebook certificate is stored during deployment. follow these steps: 1. “FacebookSslCertific ateAuthorityCerFile Name” Enter the certificate file name.xml file in a text editor.xml file for the parameters in the following table.12 Replacement value Change both flags to “false”.pfx". Disable Facebook Integration If you do not want to configure Facebook integration. “FacebookSigningC ertificateCerFileNam e” Enter a value with the name of the certificate in the form value=" CertificateName. but remove percent signs (%). Save the oob-settings. “FacebookSigningC ertificatePfxPasswor d” Enter the certificate password. “FacebookSslCertific ateAuthorityThumb print” Enter the certification authority thumbprint. “FacebookSigningC ertificateThumbprin t” Enter the certificate thumbprint. for example: <TrustedIdentityTokenIssuer id="Facebook" install="false" deleteifexists="false"> . Enter a new value for each parameter. Parameter <TrustedIdentityTokenIssuer id="Facebook" install="true" deleteifexists="true"> 3 . 2. such as Notepad. To disable Facebook integration. keep quotation marks (“”).cer". “FacebookSigningC ertificatePfxFileNam e” Enter a value with the name of the certificate in the form value=" CertificateName. you must disable this feature in the oob-topology. 2.xml file.xml file. the PowerShell scripts described in this section are deployed by Microsoft Dynamics AX Setup to the following directory on the SharePoint server: C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail Online Channel\tools.\InstallPrereqs-SPFarm. By default.ps1 script. 2.xml file.xml 3 .Module 3: Installation of Ecommerce Components Parameter <WebApplication id="C2Webapplication" install="true" deleteifexists="true"> Replacement value In the <Zone> section. 3.ps1 PowerShell Script This script performs all tasks that are required to set up and prepare the online store on SharePoint 2013. Execute the following command: . locate the following parameter: <AuthenticationProvider>Forms. Execute PowerShell Scripts to Deploy and Configure Online Store After you configure all required parameters in the oob-settings. Locate the following directory that contains the PowerShell scripts: C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail Online Channel\tools.xml file. Lesson Objectives The objective is to list the PowerShell scripts that are used to create and configure the online store. InstallPrereqs-SPFarm. follow these steps: 1.xml oob-settings. To execute the InstallPrereqs-SPFarm. Save your changes in the oob-topology. for example: <AuthenticationProvider>Forms</Au thenticationProvider> 3. Open the SharePoint 2013 Management Shell with elevated user rights (open the Shell as Administrator). you are ready to create and configure the online store by using PowerShell scripts.13 .Face book</AuthenticationProvider> Delete “Facebook” from this parameter.ps1 oob-topology. follow these steps: 3 .ps1 script. 2. URLs.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Generate-WSP. images. You change a “true” flag to “false” to preserve deletions.xml file to preserve databases. To execute the Generate-WSP.ps1 PowerShell Script This script deploys the generated SharePoint solution packages. For example.\Generate-WSP. The solution packages include properties such as connection strings. in the oob-topology file. you can toggle different parameters in the oob-topology. in the <Channel> section. the deployment scripts preserve the existing databases.xml files. Locate the following directory that contains the PowerShell scripts: .ps1 PowerShell Script This script creates SharePoint solution packages (. 3. features. The solution packages also include binaries.xml oob-settings.ps1 script. and executes any postdeployment tasks that are required for setting up the store front.ps1 oob-topology.14 1. the Database is configured as follows: <Database install="true" dropifexists="true"> By changing each flag to “false”. starts the SharePoint features on the corresponding sites. Locate the following directory that contains the PowerShell scripts: C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail Online Channel\tools. existing databases. however. and ports from the oob-topology. follow these steps: 1. features.xml Toggling options while rerunning scripts to preserve previous installations By default. 2. Deploy-FarmSolutions. and static web pages that were deployed by Microsoft Dynamics AX setup to the Retail Online storefront directory. web applications. Execute the following command: . To execute the Deploy-FarmSolutions. Open the SharePoint 2013 Management Shell with elevated user rights (open the Shell as Administrator). Open the SharePoint 2013 Management Shell with elevated user rights (open the Shell as Administrator). web applications. and settings. and settings are deleted on rerunning PowerShell scripts.xml and oob-settings.wsp files) for your environment. ps1 oob-topology.” To configure the SharePoint Managed Metadata Service.\Deploy-FarmSolutions. 3.TermSetId is empty Guid.Module 3: Installation of Ecommerce Components C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail Online Channel\tools. Save your changes. 3.xml For Server Farm: Configure the Retail Online Store Across the Farm This section describes specific actions that you must perform to configure the Retail online store across the server farm. If you do not configure this setting. In SharePoint Central Administration. under Application Management. and then click Properties.15 . click Manage service applications. Configure Load Balancing After you complete the previous procedures as part of the process to deploy the Retail online store in a server farm. Configure the SharePoint Managed Metadata Service You must configure the SharePoint Managed Metadata service as the default store for new term groups. Execute the following command: . 3 . the Microsoft Dynamics AX Retail Publishing job returns the following error: “ProcessRequiredSchema failing with standardCategoryField. you can configure load balancing. Select This service application is the default storage location for column specific term sets. 2. 4.xml oob-settings. Click the Managed Metadata Service Connection row. follow these steps: 1. 3 . At this point. go to: http://technet.com/enus/library/jj991927.16 . Request Manager enables administrators to manage incoming requests and determine how SharePoint routes these requests.microsoft.microsoft.com/enus/library/jj712708. Reference Links: You must configure the channel in Microsoft Dynamics AX. you are now able to verify and validate the online store deployment process. This lesson includes troubleshooting tips and actions to take for specific error messages. Reference Links: For more information about Configure Request Manager in SharePoint Server 2013. For instructions on how to set up Microsoft Dynamics Retail Online store ECommerce. Similar to Microsoft Network Load Balancing (NLB). Lesson Objectives The objectives are as follows: Explain how to validate the deployment of Retail online store.com/ENUS/library/jj728704. refer to http://technet.aspx.aspx.aspx#Setup. Verify Dynamics AX Publishing Connector After a successful deployment.microsoft. the Dynamics AX Publishing Connector Service runs in SharePoint Central Administration. Explain how to handle error messages.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Load balancing for the online store is implemented by using a Microsoft SharePoint Server 2013 component called Request Manager. refer to http://technet. Verifying the Retail Online Store Deployment and Troubleshooting After you run the deployment scripts and they complete without errors. the service displays the following error: “No channel configuration could be found in the database. For directions for how to do this.” This means that the channel has not been configured in Microsoft Dynamics AX yet. This is a known issue. 3. Click the Sign In link. In SharePoint Central Administration. and SSL certificate bindings. adjust the following URLS by following these steps: 1. 2. 3 . SSL port settings. To create the forms-based user account. you can view the Retail online store web applications and site collections in SharePoint Central Administration.17 . and then validate that you can locate each site: http://ServerName:40001/sites/RetailProductCatalog This is your Retail Product Catalog site. and press Enter. and then enter the information for the account that you just created. For example: http://ServerName:40002/sites/RetailPublishingPortal 2. you verify SQL Server connectivity. If you see more than one email and password field on the page. By completing the sign-up process. http://ServerName:40002/sites/RetailPublishingPortal This is your Retail Publishing portal that is the Contoso Electronics Superstore site. copy the following URLs into a browser. Also be aware that you receive an error after you register the account because the online channel has not been configured in Microsoft Dynamics AX. Type an email address and a strong password in the required fields. The system logs you onto the Contoso electronics site as a registered user. you must type the email address and strong password in each field. 4. To verify and sign in with a new forms-based user account. Verify Creation and Sign In with a New Forms-Based User Account You should be able to register a new user account and logon from the public URL.ps1 script multiple times on this server. open Application Management. follow these steps: 1. it means that you executed the DeployFarmSolutions. and then open View all site collections.Module 3: Installation of Ecommerce Components Verify Online Store SharePoint Site Collections After a successful deployment. Paste the public URL into a browser. and then click Create account. To check the Retail Catalog site and Retail Publishing site. If you specified different URLs for your web applications. Click Register a new account. Browse to the public portal site again (http:// ServerName:40002/sites/RetailPublishingPortal). You can view all site collections that are created under each web application. These scripts clean up actions that are performed by the DeployFarmSolutions script before redeploying. and then build the solution. When you follow the “Execute PowerShell scripts to deploy and . Upon a successful build. and unpacks and adds metadata to the manifest file. 4.<your_domain>. you can rerun the script after you have resolved the error. drop the solution in the Final_WSP folder. This step gets the built WSP package.\Prepare-FromWSP. Resolve reference errors. Troubleshoot Online Store Deployment Issues General tips: If you experience an error during the execution phase of one of the deployment PowerShell scripts. 2. These development solutions are located at the default location of the Retail Sdk installation folder during the Microsoft Dynamics AX installation. Unpack the built Visual Studio package into the SP folder.xml. and then opening the Storefront solution. the system automatically invokes the DeactivateOnlyFeatures. you should be able to browse to http://www. which is located at C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail Online Channel\Storefront\Final_WSP. follow these steps: 3 .snk file. ContosoDemoData and FabrikamDemoData solution.xml oob-settings.com/sites/RetailPublishingPortal. Out of the box. if you have any changes. run the .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Verify Browsing to the Public URL If you registered a domain.18 1. If you rerun the DeployFarmSolutions script. For example. Similar steps must be followed for Retailjobs. Update the storefront solution with a new Storenamekey. you should be able to surf the web address for your site. Developer Environment Setup tips: On a real-time scenario. the default location is: C:\Users\<CurrentAdminUser>\Documents\Retail SDK\Online Channel.ps1 and RetractOnly-Solutions. You do not have to rerun completed scripts. 3. To do this. Before you run the “Execute PowerShell scripts to deploy and configure online store” steps in the previous section.ps1 oob-topology. If you have not yet registered the domain.ps1 scripts before you deploy the farm solution. the development environments needs custom code to be built as a wsp package by using Visual Studio. depending on the topology settings of the online portal URL. then you must create a hosts file entry and disable proxy settings in your browser (if applicable) before you try to browse to the web address. 5. Error: System. Rerun the current PowerShell script.xml and oob-settings. increase the RAM to 16 GB. Error: 500 Internal Server: If you see this error in the Command Prompt window after you execute the Deploy-FarmSolutions script. and select Verbose as the least critical events and traces to log. it means that you have not installed the URL Rewrite Module 2. Search the event logs for a time stamp that reflects your deployment activities. you can adjust tracing and information levels by following these steps: 1.TermSetId 3 . To help you troubleshoot the deployment.0 on the SharePoint server.xml files to the end of the script. Install the URL Rewrite Module. From the build Visual Studio solution.InvalidOperationException: standardCategoryField. and then click Configure diagnostic logging. Error: The file name is required: If you receive this error in the Command Prompt window after you execute a script.\ScriptName. Select Dynamics AX Retail. In SharePoint Central Administration. Verify that the server has at least 10 GB of RAM.xml. Configure tracing details in SharePoint Diagnostic Logging: The Windows Event log and the SharePoint ULS log (C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\LOGS) store exceptions for events that are triggered when you deploy the Retail online store.ps1 oobtopology. click Monitoring. Traces for the Retail online store display “Dynamics AX Retail”. and then execute the scripts again. it means that the server has insufficient RAM to complete the operation. Error: System. Use the drop-down lists in Categories.ServiceActivationException: If you see this error in the Command Prompt window after you execute any of the PowerShell scripts. 2. If you receive any “. Each script must be executed in the following form: powershell . b. 4.19 . the logs are stored at the following location: C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\LOGS.Servicemodel.Module 3: Installation of Ecommerce Components configure online store” procedure in the previous section.dlls missing” errors during the deploy steps. follow these steps: a. Search the SharePoint Unified Service Logging (ULS) logs: The SharePoint ULS logs provides more information about errors. the custom-built solution is deployed. perform a GAC update to push custom built assemblies that are thrown as errors. it means that you did not add the oob-topology. 3. Save your changes. If it is possible.xml oob-settings. and then execute the Deploy-FarmSolutions script again. By default. The wrong SKU of SharePoint is installed on the server. 4. If it is necessary. Deactivate the following features: CustomClaimsProviderFeature LoggingServiceFeature RetailPublishingJobFeature. you want to return the server to a clean state. One of the SharePoint application pools is not running in IIS Manager.Internal and Out of box Store front – Public. then you must update the credentials for that domain account in the following locations: 1. 3. in SharePoint Central Administration. Verify that all application pools are running in IIS Manager and that the Managed Metadata Service application is installed and running in SharePoint. Domain account password changed: If a password for one or more of the required domain accounts changes. In SharePoint Central Administration. click Security > Configure managed accounts. Restart the web service.20 2. and execute the PowerShell scripts again. 3 . then uninstall all versions of SharePoint and restart the server. If you still see this error. Edit or delete accounts as necessary. On the Application Management page. filter the list of services according to Log On As and change any service that was configured with the domain account. go to step 3. Otherwise. On the System Settings page. In IIS Manager. Retract each solution. . and then click Manage Farm features. The Managed Metadata Service application is not installed in SharePoint. Reinstall SharePoint Server 2013. click System Settings. go to step 2. click Manage farm solutions. IIS and SharePoint Central Administration are temporarily unavailable. Return SharePoint Server to a Clean State If for any reason. 2. update credentials for any application pools that were configured with the domain account. If you do not see one or more of these features. click Manage web applications.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 is empty Guid: This error can mean one of the following. Delete C1 Application for Retail Store Front . and then click OK. follow these steps: 1. In the Windows Services console. 3. Module 3: Installation of Ecommerce Components 3 .21 . ps1 PowerShell script ( ) SharePoint Central Administration ( ) Microsoft Dynamics AX 2012 R3 Setup 3 . 1. What will you use to install the Retail online channel components on SharePoint Server 2013? ( ) InstallPrereqs-SPFarm. Test Your Knowledge Test your knowledge with the following questions.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Module Review This course highlighted the features and deployment steps of the Microsoft Dynamics AX 2012 R3 Ecommerce Retail online store that is built by using Microsoft SharePoint Server 2013.22 . follow these steps: 1. Task 1: Install Retail Online Store High Level Steps Install Retail Online Store Configure Settings in the oob-settings. Exercise 1: DEPLOY RETAIL ONLINE CHANNEL AND CONFIGURE SETTINGS Exercise Scenario This lab takes you through setting up the online channel. Objectives This lab discusses installation of the Online Storefront After you complete this lab. You can also administer the online channel by using the Microsoft Dynamics AX client. Verify the online store deployment. After you install the Microsoft Dynamics AX 2012 Retail online channel by using Dynamics AX Setup. Retail Online Channel includes components that you need to set up an online sales channel on the SharePoint server. select Microsoft 3 . Start Microsoft Dynamics AX Setup.xml. you can do the following: Install online channel and configure settings.xml file Retail Online Store Publishing Portal Settings Encryption Settings Detailed Steps To install Retail Online Store. developer tools. This component lets you integrate data from Microsoft Dynamics AX into the SharePoint site. there are several settings that must you must edit in the oob-settings. and administrative and runtime components that integrate the SharePoint Ecommerce site with Microsoft Dynamics AX. Create and configure the online store by using PowerShell.23 . Under Install.Module 3: Installation of Ecommerce Components Lab: Online Storefront Installation Scenario Ecommerce solution includes a starter online store that is built by using Microsoft SharePoint Server 2013. and then click Next.24 . click Custom installation. If the Setup Support files have not yet been installed on the server. 3. and then on the Select Components page. and then click Next. Click Finish to exit the wizard. resolve any errors. The Setup Support files are required for installation. 2.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Dynamics AX components. For more information about how to resolve prerequisite errors. Advance through the first wizard pages. 9. When no errors remain. and then click Next. 11. 6. Select Configure Later. 5. On the Select installation type page. see Check prerequisites. click Install. Repeat steps 1 to 4. click Install. select Commerce Data Exchange and configure with the respective values on the wizard. 12. 4. On the Ready to install page. 8. the Select a file location page is displayed. select Retail Online Channel. then on the Select components page. On the Select components page. and then click Next. and then click Finish to exit the wizard. select Retail Channel Database. On the Prerequisite validation results page. After the installation is complete. 3 . click Next. click Finish to exit the wizard. 7. 10. click Next. Repeat steps 1 to 4. On the Ready to install page. Provide a file location or accept the default location. Enter a new value for each parameter. Open the manifest. 2. By default. 1. follow these steps: 1. and then close the file.Administration. “FarmAdminist ratorEmail” Replace the value with the email address of a SharePoint farm administrator in the form value=Username@YourDomain . Click Save. This section describes how to configure settings in the oob-settings. 2. Save your changes in the oob-settings.Web.xml file.dll" DeploymentTarget="GlobalAssemblyCache" /> 3.xml file in the following directory on the SharePoint server: C:\Program Files (x86)\ Microsoft Dynamics AX\60\Retail Online Channel\StoreFront\SP.xml file in a text editor. value="Domain\User". Delete the following line of code from the manifest.xml file.Module 3: Installation of Ecommerce Components Windows Server 2012 Because you deployed SharePoint Server 2013 on a server that runs Windows Server 2012. Product Catalog Settings To specify settings for the product catalog application. but remove percent signs (%). Search in the oob-settings.dll is not overwritten in the server’s global assembly cache when you execute deployment scripts. Open the oob-settings.com. you must follow these steps to make sure that the Microsoft. value="Domain\User".Administration. for example. the files are located in C:\Program Files (x86)\ Microsoft Dynamics AX\60\Retail Online Channel\tools. Parameter Replacement value “ProductCatal ogWebAppPo olUser” Replace the value with the domain account under which the product catalog application pool should run. Important: You do not have to perform this procedure on Windows Server 2008 R2. “FarmAdminist ratorAlias” Replace the value with the domain account and alias of a SharePoint farm administrator. 3. such as Notepad. keep the parentheses (“”).25 . for example.xml file for the parameters in the following table. 3 .Web.xml file: <Assembly Location="Microsoft. For each value. 26 Parameter Replacement value “StoreFrontWebAppPoolUs er” Replace the value with the domain account under which the Retail Store Publishing Portal application pool should run. 3 . click Application Pools. The deployment scripts then create site collections on the C2WebApplication. and then click Advanced Settings. “STSWebAppPoolUser” Replace the value with the domain account under which the SecurityTokenServiceApplicationPool is running. value="Domain\User".com:40002 Extrane t Forms. To locate the account name in IIS Manager. value="Domain\User".xml file. You specified this account when you installed SharePoint. .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Retail Online Store Publishing Portal Settings The PowerShell deployment scripts. for example. The account name for this application pool is listed under Process Model > Identity. Facebook http://www. described in the next lesson.com:40004 Use the following table to specify settings for the Retail online store Publishing portal in the oob-setting. Facebook http://www. Zone Authentication URLs Default Forms. rightclick SecurityTokenServiceApplicationPool. value="Domain\User". for example. for example. create a web application named C2WebApplication in IIS and SharePoint.contoso. “RetailJobUser” Replace the value with the domain account under which the SharePoint Timer service is running. The following table shows the default details of the site collections. Facebook http://%ComputerName%:40002 Intranet Windows http://%ComputerName%:40003 Internet Forms. Facebook http://%ComputerName%:40004 Custom Forms. You specified this account when you installed SharePoint.contoso. you must register your domain and obtain a valid. For developer and evaluation environments. the following PowerShell scripts that are described in this section are deployed by Microsoft Dynamics AX Setup to the following directory on the SharePoint server: C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail Online Channel\tools.microsoft. Reference Links: For information about how to work with certificates.pfx. Remove all spaces between numbers/letters when you enter the thumbprint in the oob-settings.pfx file. “StoreFrontPublicSSLCertDir ectory” Replace the value with the path of the directory where the certificate . “StoreFrontPublicSSLCertPfx FileName” Replace the value with the file name and extension. InstallPrereqs-SPFarm.xml for developer/evaluation and production environments.com/enus/library/cc732331(v=ws. For production environments. Task 2: EXECUTE POWERSHELL SCRIPTS TO DEPLOY AND CONFIGURE ONLINE STORE High Level Steps After you configure all required parameters in the oob-settings.aspx. you can use a self-signed certificate.ps1 PowerShell script Detailed Steps 3 . see Certificate Overview at http://technet. “StoreFrontPublicSSLCertPfx Password” Replace the value with the password of the .Module 3: Installation of Ecommerce Components Encryption Settings The Retail store publishing portal uses Secure Sockets Layer (SSL) encryption.ps1 PowerShell script Deploy-FarmSolutions. By default.xml file. You must configure the following parameters in the oob-settings. registered SSL certificate from a provider. you are ready to create and configure the online store by using PowerShell scripts. By default.pfx file is stored.27 . Parameter Replacement value “StoreFrontPublicSSLCertTh umbprint” Replace the value with the thumbprint that is provided by your SSL certificate.10). the extension is .xml file.ps1 PowerShell script Generate-WSP. . 2. The solution packages also include binaries.ps1 PowerShell script This script creates SharePoint solution packages (.xml and oob-settings.\InstallPrereqs-SPFarm. you are ready to create and configure the online store by using PowerShell scripts. By default.ps1 script.28 . 3. images. starts the SharePoint features on the corresponding site. follow these steps: 1.xml oob-settings. follow these steps: 1.\Generate-WSP. URLs.xml file. Locate the directory that contains the PowerShell scripts: C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail Online Channel\tools.ps1 script.ps1 oob-topology. the PowerShell scripts that are described in this section are deployed by Microsoft Dynamics AX Setup to the following directory on the SharePoint server: C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail Online Channel\tools.wsp files) for your environment. 3. To execute the InstallPrereqs-SPFarm. 2. Execute the following command: . Locate the directory that contains the PowerShell scripts: C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail Online Channel\tools. To execute the Generate-WSP. Execute the following command: .xml files. and static web pages that were deployed by Microsoft Dynamics AX setup to the Retail Online storefront directory.ps1 oob-topology.ps1 PowerShell script This script deploys the generated SharePoint solution packages. InstallPrereqs-SPFarm. Open the SharePoint 2013 Management Shell with elevated user rights (open the Shell as Administrator).xml Generate-WSP. 3 .ps1 PowerShell script This script performs all required tasks to set up and prepare the online store front on SharePoint 2013. and executes any postdeployment tasks that are required for setting up the store front. and ports from the oob-topology.xml Deploy-FarmSolutions. The solution packages include properties such as connection strings.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 After you configured all the required parameters in the oob-settings. Open the SharePoint 2013 Management Shell with elevated user rights (open the Shell as Administrator).xml oob-settings. ps1 oob-topology.” This means that the channel has not yet been configured in Microsoft Dynamics AX. the service displays the following error: “No channel configuration could be found in the database. by following these steps: 1. you can verify and validate the following online store deployment processes: Verify Dynamics AX Publishing Connector.Module 3: Installation of Ecommerce Components To execute the Deploy-FarmSolutions. In SharePoint Central Administration. 6. At this point.aspx. go to http://technet. 3 .com/EN-US/library/jj728704. Execute the following command: .xml oob-settings.microsoft. Reference Links: You must configure the channel in Microsoft Dynamics AX. Verify browsing to the URL. Open the SharePoint 2013 Management Shell with elevated user rights (open the Shell as Administrator). Verify Dynamics AX Publishing Connector After a successful deployment. follow these steps: 4. open Application Management. the Dynamics AX Publishing Connector Service runs in SharePoint Central Administration. Verify creation and sign-in with a new forms-based user account. you can verify and validate the online store deployment process. Detailed Steps After you run the deployment scripts and complete without errors. Verify Online store SharePoint Site Collections After a successful deployment. Locate the directory that contains the PowerShell scripts: C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail Online Channel\tools. 5.ps1 script. you can view the Retail online store web applications and site collections in SharePoint Central Administration.\Deploy-FarmSolutions. For more information about how to do this.xml Task 3: VERIFYING THE RETAIL ONLINE STORE DEPLOYMENT High Level Steps After you run the deployment scripts and complete without errors. Verify Online store SharePoint Site Collections.29 . Browse the public portal site again (http:// ServerName:40002/sites/RetailPublishingPortal).30 . The system logs you onto the Contoso electronics site as a registered user. and then press Enter. This is a known issue. Also be aware that you receive an error after you register the account because the online channel has not been configured in Microsoft Dynamics AX. http://ServerName:40002/sites/RetailPublishingPortal This is the Retail Publishing Portal that is the Contoso Electronics Superstore site. Enter an email address and a strong password in the required fields. you must enter the email address and strong password in each field. Verify creation and sign-in with a new forms-based user account. and then click Create account. Click Register a new account. You should see all the site collections that you created under each Web Application.<your_domain>. For the following URLs. Reference: For information about how to troubleshoot. 3 . and then enter the information for the account that you just created. 3. you verify SQL Server connectivity. you should be able to browse http://www. Open View all site collections.ps1 script multiple times on this server. To create the forms-based user account.com/sites/RetailPublishingPortal. and SSL certificate bindings. refer to the section “Troubleshoot online store deployment issues” found in the previous sections. By completing the sign-up process. SSL port settings. Example: http://ServerName:40002/sites/RetailPublishingPortal. follow these steps: 1. For example. 4. copy the URL into a browser and validate that you are able to locate each site: http://ServerName:40001/sites/RetailProductCatalog This is the Retail Product Catalog site. To register a new user account. 3. it means that you executed the Deploy-FarmSolutions. Paste the public URL into a browser. Verify browsing to the URL When you have a registered a domain. 5. Note: If you see more than one email and password field on the page. 2. you should be able to surf the web address for your site. 4.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 2. You should be able to register a new user account and logon from the URL. Click the Sign In link. 31 . You can logon into the Retail Online Store site as a user. 3 .Module 3: Installation of Ecommerce Components Results Retail Online Store Site is set up. ps1 PowerShell script ( ) SharePoint Central Administration (√) Microsoft Dynamics AX 2012 R3 Setup 3 . What do you use to install the Retail online channel components on SharePoint Server 2013? ( ) InstallPrereqs-SPFarm.32 .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Test Your Knowledge Solutions Module Review and Takeaways 1. MODULE 4: ONLINE STORE SETUP AND PUBLISHING Module Overview After the online storefront is deployed on the SharePoint farm. you must set up the components so that the store’s transactions can be processed. you can set up the online store in Microsoft Dynamics AX. When you publish the online store to a SharePoint site. and manage and publish the online store catalog. For example. and is added as a part of the organization hierarchy. discounts. A conceptual model for the online store is shown in the Online Store Model figure. you can publish the online store to the online storefront. You create an online store in the Microsoft Dynamics AX client. you can create retail product catalogs for the online store. setting up payment methods. The properties that you define for the online store in Microsoft Dynamics AX control the behavior of the online store. 4-1 . The products in the catalog become product listings in the online store. the navigation category hierarchy is displayed in the online version of the store. To create the online store. Then. After you publish the store to the SharePoint site. This store represents the online store that is published to a Microsoft SharePoint site. sales orders are generated for the purchases and sent to the Microsoft Dynamics AX client for order fulfillment and processing. The components include adding assortments. You can also define prices. the available inventory is updated and synchronized in the Microsoft Dynamics AX client. An online store is modeled as a retail channel. Also. trade agreements. promotions. applying attributes. When a shopper purchases products from the online store. and shipping terms that are specific to the online store. Shoppers use the navigation category hierarchy to browse the online store and to search for products. you define the navigation category hierarchy in Microsoft Dynamics AX and assign the navigation category hierarchy to the online store. and setting up shipping methods. microsoft.com/ EN-US/library/hh575193. These components include Retail Headquarters a Retail channel database. Information about the components and the applications is shown in the following table: Task 4-2 Details References Install Microsoft Dynamics AX The installation guide includes information about deployment planning.1: ONLINE STORE MODEL The Retail online store uses the data. components. and SharePoint 2013.aspx Install Retail Headquarters When you install Retail Headquarters by using Setup.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 FIGURE 4. system requirements and specific instructions for installing Microsoft Dynamics AX features and components.com/ EN-US/library/dd362138. http://technet. you install the basic components to run http://technet. You must install these other components and applications before you install the online store. and the services of Microsoft Dynamics AX Retail components.aspx .microsoft. aspx At retail headquarters.aspx http://technet. The Contoso store is modeled after a fictitious online electronics retailer.com/ EN-US/library/dn741220. http://technet.com/ EN-US/library/dn621058. The Fabrikam store is modeled after a fictitious online clothing http://technet.microsoft. http://technet.microsoft.microsoft.com/fwlin k/?LinkId=286388 Install the Retail online store Microsoft Dynamics AX 2012 for Retail includes two Retail online “starter” stores. you must install an instance of Commerce Data Exchange: Async Client.com/ EN-US/library/jj679919.aspx Install and configure components of Commerce Data Exchange Commerce Data Exchange is a system that transfers data between Microsoft Dynamics AX and retail channels. such as online stores or brick-and-mortar stores.com/ EN-US/library/dn741218. Install and configure SharePoint Server 2013 You must install and configure SharePoint Server 2013 before you deploy the Microsoft Dynamics AX Retail online store. The data for a channel can be included in more than one channel database.com/ EN-US/library/dn741219.microsoft. http://go.aspx For an online store.aspx http://go. you must install Commerce Data Exchange: Async Server and Commerce Data Exchange: Real-time Service.microsoft. Install a Retail channel database Channel databases hold retail data for one or more retail channels.microsoft.microsoft.Module 4: ONLINE STORE SET UP AND PUBLISHING Task Details References Microsoft Dynamics AX Retail.microsoft. http://technet.com/fwlin k/?LinkID=286427&clcid=0x4 09 4-3 .aspx http://technet.com/ EN-US/library/jj991927. 10.exe or PowerShell. This module discusses the following: 4-4 Set up Online Store Integration Create Online Store Navigation Structure Create and Configure the Online Store Configure Data Distribution and publish the online store Manage Online Store Products and Publish the Catalog . You can then customize and rebrand the starter store to meet your needs. Before you publish the online store to SharePoint. Add the online store to the appropriate organization hierarchies. 7. Create the online store. Add assortments that include the products that are available in the online store. follow these steps. When you install the Retail online store by using Setup. product attributes apply to the products that are offered in the online store. you must set up a distribution location for the online store. 3. assign store locator groups to the online store. If you allow shoppers to order products online and then pick up the products at a local store. 6. Assign the payment methods that are accepted for the online store. you specify which starter store to deploy in your environment.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Task Details References store. 4. 1. Map attributes to set the properties that determine how the attributes behave in the online channel. and sales order attributes apply to the sales orders that are generated from the online store. For example. Channel attributes apply to the whole online store. 5. 9. Assign attributes for channels. Set up the modes of delivery available for the online store. To set up an online store. 2. Assign or create price groups for the online store. products. you can set attributes to be required or searchable. Publish the online store to generate the store structure on the SharePoint site. and sales orders to the online store. 8. and configuration options for the online store configuration and publishing. discounts.microsoft. The checklist is available in the Microsoft Dynamics AX client: Retail > Setup > Online store setup checklist. Use the procedures that are described in the following lessons. prices.aspx.aspx. Reference Links: For detailed instructions on how to set up Retail components in Microsoft Dynamics AX 2012.microsoft. and taxes. Objectives This module discusses the tasks.com/EN-US/library/hh597201. refer to http://technet. The components include products. Reference Links: Online store setup procedures are listed in the Documentation roadmap for a Microsoft Dynamics AX Retail online store in “Setup and configure an online store” http://technet. Also use the Online Store Setup checklist to complete the set up and configuration of the Retail online channel. you must first set up the Retail components in Microsoft Dynamics AX. 4-5 . Note: Before you start to set up the online store. promotions. This module includes the following lessons: Set Up Online Store Integration Create an Online Store Navigation Structure Create and Configuring an Online Store Configure Data Distribution and Publishing an Online Store Manage and Publishing Online Store Products Sett Up Shipping Charges for an Online Store Online Store Setup Checklist The topics in this module are in addition to the topics that are in the Online Store Setup Checklist. procedures.com/ENUS/library/jj937972.Module 4: ONLINE STORE SET UP AND PUBLISHING The setup steps are listed in the Online Store Setup Checklist that is available in the Microsoft Dynamics AX client: Retail > Setup > Online store setup checklist. Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 FIGURE 4.2: ONLINE STORE SETUP CHECKLIST 4-6 . you must set up the data exchange between Microsoft Dynamics AX and the Online Store. a channel data group is a group of one or more retail Create a channel data group : http://technet.Module 4: ONLINE STORE SET UP AND PUBLISHING Set Up Online Store Integration This lesson discusses how to configure the online store integration in Microsoft Dynamics AX 2012 R3.aspx Set up a Real-time Service profile : http://technet. Tasks that are involved to set up the online store integration include the following: Task Set up channel integration profiles Details Profiles enable the components of Retail to communicate with one another.microsoft.microsoft.aspx Configure data distribution and scheduling In Microsoft Dynamics AX 2012 R3.aspx Set up a channel profile : http://technet. Explain how to set up the channel profile.com/ENUS/library/dn621048. Set up profiles before you configure data exchange settings. References Set up a profile for Async Server: http://technet. Explain how to set up the real time service profile.com/ENUS/library/dn621049. Explain how to set up the channel database profile.microsoft.com/ENUS/library/hh580631.com/ENUS/library/dn621060.aspx Set up a channel database profile : http://technet.com/ENUS/library/jj677402. Explain how to set up the profile for an Async Server.microsoft.aspx Configure jobs and subjobs in Retail Scheduler: 4-7 . Overview of Online Store Integration To set up the online store integration.microsoft. Provide an overview of how to set the payment connector. Lesson Objectives The objectives include the following: Provide an overview of the Online Store Integration in Microsoft Dynamics AX 2012 R3. microsoft. click Full data sync. Jobs are made up of subjobs. All channel databases in a data group subscribe to the same data. A data package is generated for each data group. In the Channel database form. Subjobs specify how to distribute the data in selected tables and selected table fields.microsoft.com/ENUS/library/jj710363.com/ENUS/library/jj680084. Topics that are explained in detail in the next sections include the following: 4-8 How to Set Up the Profile for an Async Server How to Set Up the Real Time Service Profile How to Set Up the Channel Profile . References http://technet. run jobs to distribute data to the online store database.aspx Scheduler jobs are used to distribute data to and from stores. and then select the distribution schedule that is named Full sync.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Task Details channel databases. Send configuration settings and data to the stores After online store settings and data exchange settings are configured in Microsoft Dynamics AX. Schedule and run jobs in Retail Scheduler : http://technet.aspx Synchronize all data for the channel database. Async Client is installed for each channel. enter the interval at which Async Client creates and uploads data from the channel. Enter a name and description for the profile. Async Client is part of Commerce Data Exchange. How to Set Up the Real Time Service Profile When you set up a profile for Commerce Data Exchange: Real-time Service. Data packages are uploaded to the working folder for Commerce Data Exchange. > To create a new profile. 2. Real-time Service performs as an agent for a device or a store. 5. Data packages are downloaded from the working folder for Commerce Data Exchange. Async Server is installed at headquarters and communicates with the Microsoft Dynamics AX database. 3.com/fwlink/?LinkID=391057. follow these steps. Click Retail > Setup > Retail scheduler > Channel integration > Async Server profile. the asynchronous system that shares data between the Microsoft Dynamics AX database and retail channel databases. enter the interval at which Async Client checks for data packages that are ready to be downloaded from Microsoft Dynamics AX to the channel. 1. In the Data upload interval in minutes field. you enable a point of sale (POS) device or a store to retrieve or update real-time data from Microsoft Dynamics AX.microsoft. The POS device and 4-9 . Reference Links: For more information about Commerce Data Exchange. refer to the Commerce Data Exchange documentation on TechNet http://go. Click New to create a new profile. Note: The procedure to set up the Real-time Service profile can be found later in this lesson. You must configure data download and upload intervals for each instance of Async Client in the environment. In the Data download interval in minutes field. and communicates with the channel database. 4.Module 4: ONLINE STORE SET UP AND PUBLISHING How to Set Up the Channel Database Profile Payment Connector (United States only) How to Set Up the Profile for the Async Server The profile for Async Server specifies how frequently Async Client checks for data packages to download and creates data packages to upload. Commerce Data Exchange also includes Async Server. enter the following information: o Server – Enter the server name or IP address where Real-time Service is running.tcp protocol is 808 and the port number for the https protocol is 9081. To use the https protocol. This topic describes how to perform the following functions: Set up a Real-time Service profile. On the Connection FastTab. Note: A port number is associated with each communication protocol that is bound to the website. Assign a Real-time Service profile to an online store. o Common name – Enter the common name for the certificate that is used to establish an encrypted channel with Real-time . 4 . 3.tcp. 4. Click Retail > Setup > Retail scheduler > Channel integration > Real-time Service profiles. 1. In Microsoft Dynamics AX.config file for the website. However. Note: By default. you must modify the web. Real-time Service is also used by Commerce Data Exchange: Synch Service to upload status messages to Microsoft Dynamics AX.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 the store never access the remote AOS instance.10 o Web application name – Enter the name of the web application that hosts Real-time Service. the protocol is net. the port number for the net. the https protocol is also supported. 2. follow these steps. o Protocol – Select the communication protocol that Real-time Service uses. Assign a Real-time Service profile to a retail store (Microsoft Dynamics AX 2012 R3). Enter a name and a description for the profile. or press CTRL+N to create a new profile. Note: In Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 Feature Pack. Select an existing profile. o Port – Enter the port number that the web service for Real-time Service uses. By default. to create the Real time Service profile. and then click the Maintain button. 4. However. The available properties depend on the type of channel. select the version of this instance of the service. To set up a channel profile. in the Real-time Service profile field. 1. You do not have to select the same language as the AOS uses.Module 4: ONLINE STORE SET UP AND PUBLISHING Service. follow these steps. right-click the server certificate in IIS Manager and select View. On the Settings FastTab. 5. Before an online store can access AOS to retrieve or update information in real time. o Passphrase – Enter the passphrase that is used to authenticate the connection.11 . To assign a Real-time Service profile to an online store. 1. 2. o Language – Select the language that will be used for error messages. Click Retail > Common > Retail channels > Online stores. such as URLs for site collections. 3. o Real-time Service version – If the service has a different release version than Microsoft Dynamics AX. Click Retail > Setup > Retail scheduler > Channel integration > Channel profiles. 4 . If you use a self-signed certificate. Note: To find the common name. On Profiles. in the Subject field. you must select a language for which you have a Microsoft Dynamics AX license. select the appropriate Real-time Service profile. The common name for the certificate is displayed on the Details FastTab. To synchronize profile settings with the channel database in Microsoft Dynamics AX 2012 R3. How to Set Up a Channel Profile A channel profile contains properties that must be defined for a retail channel. This is usually the name of the domain for which the certificate is issued. run the predefined 1070 job. follow these steps. select the Commerce Data Exchange: Real-time Service staff check box to enable the POS system to validate the operator logon through the service. or run the job that you have set up to synchronize online channel data. the common name is usually the name of the computer for which the certificate is issued. In the Online store form. you must assign the online store a Real-time Service profile. Double-click the online store to modify. click the General FastTab. 5. o Channel data group – Select a channel data group for the database. 2. How to Set Up a Channel Database Profile In Microsoft Dynamics AX 2012 R3. Press CTRL+N to create a new channel profile. provide the following information: 6. you can select the Catalog site collection URL property. A data group can contain one or more databases. In the Name field. Click Validate profile to confirm that the property information for the profile is correct. o Property value – Specify a value for the property. 4 . To set up a channel database profile. All channel databases in a data group subscribe to the same data. In Microsoft Dynamics AX 2012 R2. a data package is generated for each data group. For example. 3. The user name and password that you enter are created and used only for the channel database profile. or on the local operating system. o Property key – Select the type of property to set for the selected channel profile. and Retail Server.12 1. You must use a unique user name for each channel database profile. The available properties depend on the profile type that you selected. o Async Server profile – Select the Async Server profile to use with . only SharePoint online store is available. Enter the following information: o Channel database ID – Type a name for the profile. When you run a distribution schedule. follow these steps. in Active Directory. for a profile type of SharePoint online store. 4. a database can belong to only one data group. Click Retail > Setup > Retail scheduler > Channel integration > Channel database. However. Amazon. Click New to create a new channel database profile. 3. Select the type of online channel that the profile is for. o User name and Password – Enter the user name and password that Async Client uses to communicate with Async Server. In Microsoft Dynamics AX 2012 R3.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 2. Click Add to add a property to the profile. a channel database profile provides the information that is used for Microsoft Dynamics AX to communicate with a retail channel database. For each property. The user is not required to exist in Microsoft Dynamics AX. you can also set properties for eBay. enter a unique name for the profile. set up online stores for Payment Services. Retailer – In Customer Portal. set up a merchant account that uses a payment provider. 4. Retailer – In Microsoft Dynamics AX. the Microsoft Dynamics AX application can process credit card transactions in an online store. Enter the name of the server that hosts the channel database.Module 4: ONLINE STORE SET UP AND PUBLISHING the database. Payment Services accepts many payment types. The process for how to set up Payment Services involves the retailer and the Microsoft Dynamics AX partner.microsoft. 5. Reference Links: For detailed instructions on how to set up Payment Services. 2. 6. Note: Important: The Payment Services for Microsoft Dynamics ERP are not available outside the United States. set up Accounts receivable for Payment Services. such as Modern POS. 1. test the payment service. start the payment provider. Retailer – In Customer Portal. Reference Links: For more information about how to use earlier versions of Retail POS. Partner – In Partner Portal. and you can select from several payment providers. 4. you can integrate Microsoft Dynamics AX with Payment Services. How to Set Up the Payment Connector (United States Only) In the United States. click Add to select the channels that use this database. 3. and then enter the name of the channel database. you must follow these steps in the order in which they are shown here.13 .com/fwlink/?LinkID=259822. If you use features that require Retail Server. click Full data sync and then select the distribution schedule that is named Full sync. Retailer – In Microsoft Dynamics AX. 6. To synchronize all data for the channel database. create a Payment Services account for the retailer. By doing this. 4 . 5. To set up Payment Services. On the Retail channel FastTab. enter channel database information in the Retail Server FastTab. Partner – In Partner Portal. refer to the Support for Previous POS Versions white paper http://go. and attribute values to the categories. the products in the catalog map to the categories in the retail channel navigation hierarchy. In Microsoft Dynamics AX. Explain how to set up the Retail Navigation Hierarchy. You must create the navigation hierarchy. the category structure that is defined in the retail channel navigation hierarchy is displayed in the online store. You can maintain the online store navigation structure through the retail channel navigation hierarchy in Microsoft Dynamics AX. you must: Set up the retail channel navigation hierarchy. and then assign products. you can assign the category hierarchy to 4 . Then.microsoft.com/EN-US/library/jj680904. How to Set Up the Retail Channel Navigation Hierarchy The Retail navigation category hierarchy for a retail channel is created to set up a category structure for products that you offer through an online store. assign the navigation hierarchy to a retail channel navigation hierarchy type. Overview of Online Store Navigation A retail channel navigation hierarchy is required to create the product navigation structure that is used in the online store. product attribute groups.14 . to set up the online store navigation. The hierarchy is also used by shoppers to browse in the online store. Before you create an online store. you must define the retail channel navigation hierarchy that you want to use in the online store. Improve the category data for the presentation in the online store. Explain how to enrich the navigation category data. and then assign the navigation hierarchy to the online store. The retail channel navigation hierarchy represents the category hierarchy that is displayed in the online store after the store is published. Lesson Objectives The objectives include the following: Present the retail Online Store Navigation.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 refer to http://technet. When you publish retail product catalogs to the online store.aspx. Any changes that you make are updated when you republish the online store to the Microsoft SharePoint Server 2013 site. When the online store is published. You define the category hierarchy. Create the Online Store Navigation Structure This lesson discusses how to set up a navigation structure for an online store. 5. If you change the name of a category. 4 . Click Retail > Setup > Category hierarchies > Retail channel navigation hierarchies. If you add or delete a category node. Then. and then add one or more products to a selected category. click Add products to open the Add products form. To modify an existing category hierarchy. If you activate or inactivate a category. select the category hierarchy in the list. and then modify the structure of the category hierarchy. republish the channel and the catalog that use the category hierarchy. On the Product attribute groups FastTab. refer to http://technet. Reference Links: For detailed instructions on how to set up Attributes and Attribute types. Close the Category hierarchy form. Note: Before you can publish an online store. On the Retail channel navigation hierarchies list page. 7. When the online store is published. Click View attributes to view the list of attributes that are included in the attribute group. Then. refer to http://technet. Or. enter a name and description for the category hierarchy. If you use the Add products form to add products to the category. To maintain a retail channel navigation hierarchy. on the Action Pane.aspx . you must follow these additional steps: 1.Module 4: ONLINE STORE SET UP AND PUBLISHING an online store.15 .aspx. in the New group. 2. For detailed instructions on how to set up Attribute groups. select a category in the tree structure.com/EN-US/library/hh227548. on the Products FastTab.com/EN-US/library/jj728713. 1. you can select products from any retail product hierarchy or any other hierarchy. you must create a navigation category hierarchy for a retail channel and assign the navigation category hierarchy to the online store. In the left navigation pane.microsoft. 6.microsoft. republish the channel and the catalog that use the category hierarchy. Click Edit to open the Category hierarchy form. 3. click Add to assign attribute groups to the category. republish the channel that uses the category hierarchy. 3. the category structure that is defined in the category hierarchy is displayed in the online store. If you change a category in a navigation category hierarchy that is assigned to a retail channel or a retail product catalog. click Category hierarchy to create a new channel navigation hierarchy. 4. click Add to add one product at a time from the products list. 2. follow these steps. or videos for a category hierarchy or specific categories that can be presented to the web shoppers in the online store. double-click a category hierarchy. and then click Edit to enter the text. The default image is displayed for the category in the online store. and then enter the URL for where the video is located. Note: You can add presentation text to add the category data that shoppers can view when the shoppers browse in the online store. 3. Create and Configure the Online Store This lesson explains how to set up an online store. Click Videos to open the Videos form. 1. follow these steps. Customers who purchase products from the online store can have the products shipped.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 How to Enrich Navigation Category Data for Presentation After the category hierarchy is created. Explain how to publish the newly created online store to SharePoint 2013. images. or videos to a category hierarchy or specific categories. 5. On the Retail channel navigation hierarchies list page. The online store is a type of retail channel that customers can access on the web. You can also view the images that you already added and select one image to be the default image. or the customers can pick up the products from a local store. 4. Click Images to open the Images form.16 Explain how to create an online store in Microsoft Dynamics AX 2012. In the left navigation pane. You can set up text. An online store gives a retailer an online presence so that their customers can purchase products from the retailer’s online store in addition to the retailer’s brick-and-mortar store. The default video is displayed for the category in the online store. The objectives include the following: 4 . To add presentation text. 2. and then enter the URL for where the image is stored. you can enrich the category data for the presentation. . Explain how to assign an online store to an Organization Hierarchy. You can also view the videos that you already added and select one video to be the default video. Describe how to configure the online store. Click Edit presentation text to open the Catalog product presentation form. images. select the root node or a specific category node. 17 . Click Retail > Common > Retail channels > Online stores.aspx. The retail product catalogs contain the products that you offer through the online store. By default. 3. and publish the store to a Microsoft SharePoint site. this is the warehouse that is used.com/EN-US/library/jj728712. configure the store details. you define the online store navigation structure and basic information.microsoft.http://technet. After you publish the store. On the Online stores list page. In the Online store form. The details that you define for the online store in Microsoft Dynamics AX control the behavior of the online store after the online store is published.microsoft. enter information in the following fields: Field Description Name Enter a name for the new online store. on the General FastTab. Legal entity Select the legal entity to which the online store belongs. To create the basic structure for the online store. follow these steps.com/EN-US/library/jj682097. refer to “About online stores”. Search name Enter the store name that is displayed when a shopper searches for the store online. refer to the article on “How to Create Retail Product Catalogs” http://technet. click Online store.Module 4: ONLINE STORE SET UP AND PUBLISHING Overview of the Online Store Configuration To set up the online store. For more information about how to create the online store. Online stores must be assigned to a category hierarchy that is assigned to the Retail channel navigation hierarchy category hierarchy 4 . 2. Category hierarchy Select the navigation category hierarchy for the online store that is set up as explained in an earlier lesson. Reference Links: For information about how to create retail product catalogs. How to Create the Online Store When you create the online store. Warehouse Select the warehouse from which the products are shipped or sourced. you can create retail product catalogs that you can publish to the store. on the Action Pane. on the Channel tab.aspx . 1. add the store to the appropriate organization hierarchies. you must create the online store. Note: In Microsoft Dynamics AX 2012 R3. Prices include sales tax Select this check box to indicate that the online store's prices include sales tax or value added-tax (VAT). on the Set up tab. Real-time Service profile Select the service profile. but is not yet registered in the store. Email notification profile Select the profile that contains the email message templates to use to communicate with customers at different points in the sales process for the online store. The channel profile contains the URLs for the publishing site collection and the catalog site collection for the online store. This field is located in the Channel product attributes form. select the . Live channel database Select the database for the channel that is currently active. on the General FastTab. Customer address book Select the address book for which to add customer records that are created in the online store.18 On the Payment accounts FastTab. To open the Channel product attributes form.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Field Description type. in the Connectors field. in the Online store form. Default customer Select the default customer for the online store. 4 . You can use the default customer as a template to enter the shipping address and other transaction information when a customer is added to an online transaction. you can only configure a Microsoft Dynamics AX Retail store to use a warehouse that is managed in Inventory management. You cannot configure a Retail store to use a warehouse that is managed in Warehouse management. 4. click Store product attributes. Channel profile Select the channel profile for the online store. Currency Select the currency that is accepted by default for the online store. The online store uses the profile data to access Microsoft Dynamics AX Application Object Server (AOS) to retrieve or update information in real time. select the hierarchy for which to add the online store. If you intend to publish retail product catalogs to the online store. in Microsoft Dynamics AX 2012 R3. 1. The stores then share the data that is used for assortments. Select the Default check box to specify the language that appears by default. The purpose indicates how the hierarchy is used in the business structure. The products in a catalog are selected from the assortments that are assigned to the online store. Retail uses organization hierarchies to structure retail channels. you can add the online stores to an organization hierarchy. On the Languages FastTab. 2.microsoft. you must assign the organization hierarchy a purpose. Reference Links: For more information about how to create and modify organization hierarchies refer to http://technet. you must assign the online store to an organization hierarchy that includes product assortments. and use that hierarchy for assortments. Then. When you create an organization hierarchy.19 . at a minimum. click Add to add the languages that can be displayed in the online store. To assign the online store to an organization hierarchy. By doing this. When the catalog is published. you should. and reporting.aspx. you must assign the store to one or more organization hierarchies. You can also create multiple hierarchies that have the same purpose and assign a channel to each hierarchy. the process determines the products that will be available in the online store.Module 4: ONLINE STORE SET UP AND PUBLISHING payment connector that is used to connect to the payment provider. the publishing process compares the effective dates for the assortment that is assigned to the online store with the products that are included in the catalog. Or. When you set up online stores. add the online stores to an organization hierarchy for assortments. How to Assign the Online Store to the Organization Hierarchy Before you can assign product assortments or fulfill orders for the online store that you created. enter the configuration data to enable payment processing for transactions that are received through the online store. 5. and reporting. You can create one organization hierarchy for the store operations. you can create a separate organization hierarchy for each purpose. and then click View. In the Organization hierarchies form. Organization hierarchies represent the relationships between the organizations that make up the business. replenishment. Click Organization administration > Setup > Organization > Organization hierarchies. 4 . following these steps.com/ENUS/library/hh227463. At minimum. replenishment. Note: How to add more configuration data for the online store. add the online store. click Assortment to add a new assortment. such as attributes and delivery modes. double-click an assortment. How to Configure the Online Store After you have set up the basic information for an online store and added the information to the appropriate organization hierarchies. double-click a store. follow these steps. select an organization for which to add the online store. Then. enter any additional details for the assortment. If you add a new assortment. The effective date indicates when the hierarchy becomes active. Repeat steps 2 through 5 to add the online store to additional organization hierarchies. In the Retail channel form. the hierarchy does not become active. the changes are deleted. click Save as draft. a. 4. In the Assortments form. on the Channel FastTab. you have to do one of the following. Your changes are saved. click Edit. you can add more configuration data for the store. . Click Retail > Common > Retail channels > Online stores. in the New group. in the Inventory group. to configure the online store. 6.20 1. on the Action Pane. 2. 4 . In Microsoft Dynamics AX 2012 R3. and then click Retail channel. To save a draft. 3. publish the online store to create the basic store structure for the SharePoint site. In the Online stores list. When you publish a hierarchy. if this is necessary. When you finish. Note: If you close the Hierarchy designer form without saving the changes. 4. If you close the message without making a selection. After you finish making the changes.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 3. In the View assortments list. you may see a message that asks you to save the hierarchy as a draft or delete the changes. and then click OK. you must specify an effective date. b. close the form. Or. you can assign product catalogs to the online store. you can publish the retail products to the online store so that the products are made available to the customers. on the Action Pane. such as the assortments and the distribution location is discussed later in this module. click Publish and close. Click Insert. Then. on the Action Pane. click View assortments. However. After the online store is published. on the Retail channels FastTab. on the Action Pane. In the Hierarchy designer form. 5. If you finished making changes to the hierarchy. In the Online store form. microsoft. modify. c. Reference Links: For more information about how to maintain product attributes for a retail channel. on the Channel FastTab. on the Set up Tab. and then close the form. Note: To view the prices. on the Setup FastTab. add the price groups for the online store. click Set attribute metadata. price adjustments.com/fwlink/?LinkId=265297. Price groups define the trade agreements and promotions that apply to the online store. and attribute metadata for any product or product category in the retail product hierarchy that is assigned to the online store. To map product attributes to attribute metadata. Reference Links: For more information about how to map attributes. in the Pricing group. 4 . refer to “Add and update product attributes for retail channels” http://technet. a. On the Action Pane. in the Channel product attributes form. and discounts for all the products that are assigned to the online store.com/EN-US/library/dn497796. For example. In the Online store form. Click Sales order attributes to add attributes that are specific to sales orders. 7. attribute values. Click Channel attributes to add the attribute groups that apply to the whole store. For example.aspx. a channel attribute might include a PayPal address or an IP address for the online store. on the Action Pane. you can add a sales order attribute for a gift box. click Price groups.microsoft. or remove product attributes.21 . on the Action Pane.Module 4: ONLINE STORE SET UP AND PUBLISHING 5. Sales-order attributes are applied to sales orders that are generated from the online store. click Pricing. 6. Click Store product attributes to add. refer to the article on “Manage the Search Schema in SharePoint 2013 Preview” http://go. Channel attributes are applied when the online store is published. follow these steps. b. You can maintain attributes for individual products or product categories or you can maintain product attributes in bulk by using Microsoft Excel. In the Retail channel price groups form. in the Pricing group. such as credit cards and PayPal. customers can be directed to locations where products are available. Configure Data Distribution and Publish the Online Store This lesson discusses how to set up data distribution for an online store and the publishing process. g. To publish the Retail online store channel.22 Provide an overview of how to configure data distribution and perform scheduling for an online store in Microsoft Dynamics AX 2012. Click Payment methods to select the payment methods that are accepted by the online store. All channel databases in a data group subscribe to the same data. . When you assign stores to store locator groups. click Full data sync and then select the distribution schedule that is named Full sync.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 d. Click Channel database to set up the links between the online store in Microsoft Dynamics AX and the database that you use to publish the online store. you can run jobs to distribute data to the online store database. Click Modes of delivery to select the delivery methods that are offered by the online store. In Microsoft Dynamics AX 2012 R3. You must complete the set up tasks before you can publish the channel. Scheduler jobs are used to distribute data to and from stores. In Microsoft Dynamics AX 2012 R3. Subjobs specify how to distribute the data in selected tables and selected table fields. Click Store locator group assignment to assign the online store to a store locator group. you have to replicate the basic structure of the online store between Microsoft Dynamics AX and SharePoint. Lesson Objectives The objectives include the following: 4 . f. a channel data group is a group of one or more retail channel databases. you can synchronize all data for the channel database. e. You create the basic structure of the online store channel in the Microsoft Dynamics AX Retail module. Jobs are made up of subjobs. A data package is generated for each data group. In the Channel database form. based on the retail store or the online store where a product inquiry is made. After the online store settings and the data exchange settings are configured in Microsoft Dynamics AX. For example. Publish the online store. databases. and data packages. How to Set Up the Channel Group Channel Data Group is used to group similar channel databases. Set up the channel data group. All channel databases in a data group subscribe to the same data. data groups. Additionally. Use data groups to reduce the number of data packages that are generated from Microsoft Dynamics AX. Explain how to publish the online store from Microsoft Dynamics AX 2012 to the online storefront in SharePoint 2013. 4 . to group the databases for stores that are in the same region or stores that are of the same type. Data Distribution and Publishing In Microsoft Dynamics AX. you will set up data distribution and publishing. Note: Channel Data Groups are available only in Microsoft Dynamics AX 2012 R3. The Data Distribution in Microsoft Dynamics AX 2012 R3 figure shows the relationships between stores. This helps improve performance. When you run a distribution schedule. Explain how to send configuration settings and data to the stores.Module 4: ONLINE STORE SET UP AND PUBLISHING Explain how to set up a Channel Data Group.23 . a data package is generated for each data group. Configure jobs and a subjob for data distribution. you will learn how to do the following: Provide an overview of data distribution and publishing. Explain how to configure job and subjobs in retail scheduler. Send the first configuration setting and data to the online store. 2.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Figure 4. follow these steps. 4.3: Data Distribution in Microsoft Dynamics AX 2012 R3 To create a new channel data group.24 .aspx. Click Retail > Setup > Retail scheduler > Channel integration > Channel data group. refer to the article on “Specify working folders for Commerce Data Exchange” – http://technet. select a schema based on the version of Microsoft Dynamics AX that is being used and the type of channel that is included in the data group. 1. In the Retail channel schema field. 3.microsoft. Select a configuration of working folders. Reference Links: For more information about how to specify working folders. The Channel database FastTab displays the channel databases that are included 4 .com/EN-US/library/dn621058. Enter a name and description for the channel data group. Module 4: ONLINE STORE SET UP AND PUBLISHING in the group. 2. Modifications to records are tracked through SQL Server change tracking. the following types of predefined jobs are created: Download jobs – Download jobs send data that has changed from Microsoft Dynamics AX to channel databases. you might want to modify the procedures. you must initialize Retail. How to Configure Jobs and Subjobs in Retail Scheduler In Retail. refer to the article “Set up a channel database profile” – http://technet. If you have modified these jobs or created additional jobs. To populate these jobs and subjobs.com/EN-US/library/dn621049.microsoft.25 . Each job consists of one or more subjobs. This topic explains how to create jobs and subjobs to distribute retail data. The procedures in this documentation assume that you use the jobs that are already set up when you initialized jobs and subjobs. P jobs upload data incrementally. You cannot change this information in this form. Predefined Jobs in Microsoft Dynamics AX 2012 R3 In Microsoft AX 2012 R3. Complete this task even if you want to customize these jobs and subjobs. Note: If you already completed this task when you deployed Retail. scheduler jobs are used to distribute data to and from locations. When a P job runs. To initialize Retail. On the General FastTab. 4 . click Initialize. 1. Note: For more information. Click Retail > Setup > Parameters > Retail parameters. To change the data group to which a database belongs. Async Client checks the replication counter for records that are already received from a location. P jobs do not update data that is previously uploaded. Upload jobs (P jobs) – Upload jobs pull sales transactions from a channel into the Microsoft Dynamics AX database. follow these steps.aspx. because it helps save time. use the Channel database form. you can omit this procedure. Initial Predefined Jobs and Subjobs Microsoft Dynamics AX 2012 includes predefined scheduler jobs and subjobs that meet the replication requirements of most organizations. The instance of Async Client for the channel sends only those records that have a replication counter that is more than the largest value found. refer to the article on scheduler subjobs (form) – http://technet. select the schema to use for the job. follow these steps. enter the name of the table in the channel database. based on the Microsoft Dynamics AX version and the type of channel. enter the name of the table in the Microsoft Dynamics AX database. To create the temporary table. 3.26 1. 2. Click Retail > Setup > Retail scheduler > Scheduler jobs. Reference Links: For more information about fields that are not described in this topic. If you create a job. In the Channel table name field. 4 . based on the Microsoft Dynamics AX version and the type of channel. enter a description. or select the job to modify. You can also copy the settings of an existing job to a new job. or select the subjob to modify. If the subjob replicates data from the channel database and writes data to the Microsoft Dynamics AX database. Optionally. If you create a subjob. In the Retail channel schema field. Enter other information in the form. enter a unique identifier for the subjob in the Subjob number field. For example. select the schema to use for the subjob. 7. Create or Modify the Scheduler Job Each scheduler job consists of one or more subjobs. to create or modify subjobs that distribute data between Microsoft Dynamics AX and retail channels. 3. 4. In Microsoft Dynamics AX 2012 R3. enter a unique identifier for the job in the Job name field. 6. Optionally. Jobs should contain subjobs that are related. follow these steps. For P jobs. Click Retail > Setup > Retail scheduler > Scheduler subjobs. In the Retail channel schema field. if more information is required.aspx. Click New to create a new job.com/en-us/library/hh597422. you must also specify the temporary database table to use. Click New to create a new subjob.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Create or Modify a Subjob A subjob contains information about a single table. You can also copy the settings of an existing subjob to a new subjob. the Currency job contains subjobs that update currencies and exchange rates. 1. add a description. To create or modify a new job that has subjobs. select the Pull data check box. 4. .microsoft. 2. In the Microsoft Dynamics AX table name field. 5. click Create staging table. you must replicate the basic structure of the online store between Microsoft Dynamics and SharePoint. Create the online store and configure properties in Microsoft Dynamics AX. refer to “Set up an online store” – http://technet. Before you can publish the channel. refer to “Set up a retail hierarchy” – http://technet. How to Publish the Online Store When you publish the Retail online store channel. Reference Links: For more information.microsoft.com/en-us/library/hh672166. Add the online store to the organization hierarchy.microsoft. Reference Links: For more information.microsoft. 2.com/EN-US/library/jj682095.aspx.com/EN-US/library/hh580593. 6.27 . refer to “Create or modify an organization hierarchy” – http://technet.Module 4: ONLINE STORE SET UP AND PUBLISHING 5. 4. Enter other information in the form. if more information is required. 7. if the subjob replicates data from the channel database and writes data to the Microsoft Dynamics AX database. 5. refer to the article on Scheduler job (form) – http://technet.aspx. 1. Enter other information in the form. In Microsoft Dynamics AX 2012 R3. Reference Links: For more information about fields that are not described in this topic. if more information is required. You create the basic structure of the online store channel in the Microsoft Dynamics AX Retail module. select the Is upload check box. The Process for Publishing the Online Store figure shows how to publish a Retail online store channel. Reference Links: For more information.com/ENUS/library/hh227463. 4 . you must follow these steps. After you complete steps 1 through 4.microsoft.aspx. 8. Create the online store in SharePoint.aspx. 3. you can publish the product schema to SharePoint. Configure the category hierarchy of the site. Add subjobs to the job. and properties in the Retail store database.4: PROCESS FOR PUBLISHING THE ONLINE STORE Considerations for when you publish to the online store include the following: The online store is created in Microsoft Dynamics AX and is published from the Online stores form. Then. The Commerce Data Exchange: Async server reads information about the online store. The Async server synchronizes the tables in the channel database. the Async server sends the information to the Commerce runtime (CRT). The Retail publishing job creates term sets in SharePoint. To publish the online store that is created and configured in the earlier lessons use one of the following procedures. The Commerce Data Exchange: Real Time Service receives the status of the Retail publishing job actions from the CRT API and publishes that status in Microsoft Dynamics AX. which runs as a SharePoint timer job.28 . Microsoft Dynamics AX takes a snapshot of the category hierarchies (known as the Retail hierarchy) and properties. The status is displayed as Published or Error. you can publish the online store. hierarchies. receives information about synchronized tables from the CRT API and creates hierarchies for the site that you created in SharePoint. How to Publish the Online Store After you configure the online store. The publish status changes from Draft to In progress. The procedure that you use will depend on whether the store is being published for the first time or the store is already published and is 4 .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 FIGURE 4. The Retail publishing job. In the Online stores list. republish the online store and the catalog that use the category hierarchy. you must republish the online store or catalog as follows: If you add or delete a category node. The category navigation is created in the online store. Select the distribution schedule 1070. the Publishing status is set to In progress. In the Job for initial replication of data to an environment form. Failed – An error has occurred and the publishing process could not be completed. on the Action Pane. Click Retail > Common > Retail channels > Online stores. Published – The online store is published to the SharePoint site. In the Online store form. When you click the Publish button. To manually run the scheduler job. in the left navigation pane. 4. select the distribution schedule 1070. on the Channel FastTab. 1. republish the online store and the catalog that use the category hierarchy. follow these steps. double-click a store. 4. Click Retail > Periodic > Data distribution > Distribution schedule. In the Online store form. the Publishing status is set to In progress. follow these steps. on the Channel FastTab. 5. 2. i. Click Retail > Common > Retail channels > Online stores. one of the following publishing statuses is displayed for the online store: a. Click Retail > Periodic > Data distribution > Distribution schedule.29 . 3. In the Distribution schedule form. on the Action Pane. 3. In the Online stores list. If the online store is being published for the first time. click Publish to publish the channel to a SharePoint site. and retail product catalogs can be published to the online store. If an existing online store is being republished. 2. When you click the Publish button. and then click OK. 1. After the scheduler job is finished. double-click a store. click Publish to publish the channel to a SharePoint site. Note: If you change a category in a navigation category hierarchy that is assigned to an online store or a retail product catalog. and then click OK.Module 4: ONLINE STORE SET UP AND PUBLISHING being republished. republish the online store that uses the category hierarchy. If you start or stop a category. b. Run the scheduler job. leave all fields as they appear by default. If you change the name of a category. on the menu bar at the 4 . com/ENUS/library/aa619588.microsoft. 5. To run the scheduler job in batch mode. How to Schedule and Run Jobs in Retail Scheduler To schedule and run the data transfer between Microsoft Dynamics AX and retail channels.30 . iii.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 top of the form. 4 . A distribution schedule associates scheduler jobs with the locations where data must be synchronized. Reference Links: For information about how to create retail product catalogs. After the scheduler job is finished. Jobs and subjobs contain the data distribution settings for specific tables and fields in the database. refer to “Submit a batch processing job from a form” – http://technet. After you create distribution schedules. 6. one of the following publishing statuses is displayed for the online store: o Published – The online store is published to the SharePoint site. Commerce Data Exchange uses Retail Scheduler jobs and distribution schedules. you can automatically run the distribution schedules in a batch. on the Scheduler jobs FastTab. you must create scheduler jobs and channel data groups. enter information about the batch job. The category navigation is updated in the online store.aspx. also run the 1150 (Catalog) job to publish the catalog data by following the instructions in step 3. refer to the article “Create retail product catalogs” – http://technet. In the form that opens. or you can manually run the distribution schedules. Note: An online store must be set to a status of Published before a retail product catalog can be published to the online store. ii.microsoft. Before you can set up a distribution schedule. click Run now. If a retail catalog is set up for the online store. and then click Create batch job. o Failed – An error has occurred and the publishing process could not be completed. verify that the Enabled check box is selected for the job.com/EN-US/library/jj728712. and retail product catalogs can be published to the online store.aspx. Reference Links: For more information about the options in the form. a data package is generated for each data group. follow these steps to create a distribution schedule. Click Create batch job. Click Retail > Periodic > Data distribution > Distribution schedule. To set up a batch job for a distribution schedule. select the data group and then click Remove. Upload if the jobs in the distribution schedule transfer data from channels to Microsoft Dynamics AX. Click Retail > Periodic > Data distribution > Distribution schedule.31 . Enter a name and description for the distribution schedule. click Add to add one or more jobs to the schedule. 4 . Reference Links: For more information about how to configure an AOS instance as a batch server. refer to http://technet. Select Active to start the distribution schedule. 4. Select a distribution schedule. The direction that you select determines the jobs that are available to add to the distribution schedule. select the Enabled check box for each scheduler job that the batch job should run. enter information about the batch job. If you create a new distribution schedule. select the job.com/ENUS/library/gg731831. 2. When you run the distribution schedule. 3. 6. When you create a batch job.aspx . follow these steps. To run batch jobs. If this option is not marked. On the Scheduler jobs FastTab. On the Data groups FastTab. click Add to add one or more data groups to the schedule. 7. Click New to create a new distribution schedule. On the Scheduler jobs FastTab. 3. 1.microsoft. All channel databases in a data group subscribe to the same data. and then click Remove. you must configure the batch server. 2. select the direction in which the data will move. 5. 1.Module 4: ONLINE STORE SET UP AND PUBLISHING If you use Microsoft Dynamics AX 2012 R3. or select a distribution schedule to modify. The job is then run automatically on the server. A batch job is a scheduled run of a job or a group of jobs. To remove a data group from the schedule. You can select from the following: Download if the jobs in the distribution schedule transfer data from Microsoft Dynamics AX to channels. 4. the distribution schedule will not run. you set up a timer in the AOS instance. In the form that is displayed. To remove a job from the schedule. Set up retail products and configure hierarchies. you must follow these steps. 4 .com/EN-US/library/hh597210.aspx . add products. and improve the product offerings by adding merchandising details. you publish the catalog so that the products are made available in the online store. you identify the online stores where the products will be offered.com/ENUS/library/aa619588. When you create a catalog. and variants. assortments. After the catalog is approved.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Reference Links: For more information about how to submit a batch processing job from a form.microsoft. Manage and Publish Online Store Products This lesson discusses how to manage the online store products. A Retail product catalog lets you identify the products that you want to offer in the online stores. Before you can publish a catalog. refer to http://technet. 1.32 .aspx. Reference Links: For more information about how to set up retail products refer to http://technet. The topics discussed in this lesson include the following: How to Manage Online Store Products How to Assign an Assortment to an Online Store How to Add Price Groups to an Online Store How to Manage an Online Store Catalog How to Create an Online Store Catalog How to Validate an Online Store Catalog How to Submit an Online Store Catalog for Review and Approval How to Publish the Online Store Catalog How to Bulk Edit Product Attributes by using Microsoft Excel Overview of How to Manage the Online Store Products A Retail product catalog lets you identify the products that you want to offer in the online stores.microsoft. Lesson Objective The objective is to explain how to manage online store products in Microsoft Dynamics AX 2012. 1. in the Inventory group. In the Online store form. 4. 2.microsoft. refer to http://technet. in the New group.microsoft. How to Assign an Assortment to the Online Store In Microsoft Dynamics AX. enter any additional details for the assortment.com/EN-US/library/jj728683. Close the form.aspx . Reference Links: For more information about how to set up retail product catalogs refer to http://technet.com/EN-US/library/hh597114. If you add a new assortment.aspx . Click Retail > Common > Retail channels > Online stores.com/EN-US/library/hh580571.microsoft. Set up retail product catalogs and configure attribute groups and workflow. click View assortments. On the Action Pane.com/ENUS/library/hh597133. double-click an existing assortment. price adjustments and discounts are not unique to the online store and are performed by using the Microsoft Dynamics AX Retail module. In the Online stores list. double-click a store. add the online store. you must perform the following activities: Add an assortment to an online store Manage an online store catalog Manage prices and taxes Publish an online store catalog Note: Important: This lesson begins by adding assortments and price groups to the online store. When you manage the online store products in Microsoft Dynamics AX. follow these steps. refer to http://technet. For instructions on how to set up price adjustments and discounts. on the Action Pane. refer to http://technet. 4 . to assign an assortment to the online store.Module 4: ONLINE STORE SET UP AND PUBLISHING 2. 5.aspx . The activities to manage prices.33 .microsoft. on the Channel FastTab. Reference Links: For instructions on how to set up a price group. Then the lesson focuses on how to manage and publish the online store catalog.aspx. For instructions on how to set up taxes. 3. In the Assortments form. in the View assortments list. taxes. on the Retail channels FastTab. click Assortment to add a new assortment. Or. Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 How to Add Price Groups to the Online Store In Microsoft Dynamics AX, to add price groups to the online store, follow these steps. 1. 2. 3. 4. Click Retail > Common > Retail channels > Online stores. In the Online stores list, double-click a store. In the Online store form, on the Action Pane, on the Channel FastTab, in the Pricing group, click Price groups. In the Retail channel price groups form, add the price groups for the online store, and then close the form. Price groups define the trade agreements and the promotions that apply to the online store To view the prices, price adjustments, and discounts for all the products that are assigned to the online store, on the Action Pane, in the Pricing group, click Price list. Note: The Online store has to be in Draft status for the price group to be added. Manage the Online Store Catalog Retail product catalogs identify the products that you want to offer in the online stores. When you create the catalog, you identify the online stores that the products are offered in, add the products that you want to include, and improve the product offerings by adding merchandising details. You can create multiple catalogs for an online store. The Retail Product Catalog Components figure shows the components that are included in a retail product catalog. 4 - 34 Module 4: ONLINE STORE SET UP AND PUBLISHING FIGURE 4.5: RETAIL PRODUCT CATALOG COMPONENTS The components in the retail product catalog are described in the following table: Component Attributes Description Attributes contain details about the product. You can assign attributes to the retail channel or to a category. Assign attributes to the retail channel if the attributes apply to the whole channel. Assign attributes to a category if the attributes apply only to the products that are assigned to that category. Attribute values can be modified in the catalog. Products that you add to the catalog inherit the attributes that you set at the channel or category level. The attributes and attribute values appear in the online store. For example, an attribute might be Color, and an attribute value might be Green. You can also combine attributes into attribute groups. This makes it easier to assign multiple attributes to categories or retail channels at one time. You can edit the product attributes in a catalog in bulk by using Microsoft Excel HTML rich text HTML rich text is an attribute type that you can use to add rich text details to highlight the catalog products or the 4 - 35 Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Component Description retail product categories. When the catalog is published, the rich text appears in the online store. For example, you can advertise a sale or promotion and use HTML rich text to obtain the shopper’s attention in the online store. Images and videos Images and videos are attribute types that you can use to add images or demonstration videos to the products. For example, if the online store offers clothing, you can display images of the clothing in different styles or colors. If the online store offers exercise equipment, you can show a demonstration of the exercise equipment. You add images and videos by entering the URL for the location where the image and video styles are stored. You can add multiple images and demonstration videos to the products. Products You select products to add to a retail product catalog from the product assortments that are assigned to the online stores. You can add products from one or more assortments. Any products that you include in the catalog must also be included in the assortments that are assigned to the online stores. Otherwise, those products cannot be published to the online store. Product relations Products that you add to the retail product catalog might be associated with other products, such as accessories or products that offer an upsell opportunity. You can include all related products in the catalog or you can select specific related products. Retail channel Retail product catalogs can be published only to online stores. The Catalog Conceptual Model figure shows the important concepts that are needed to manage the product catalog. 4 - 36 Module 4: ONLINE STORE SET UP AND PUBLISHING FIGURE 4.6: CATALOG CONCEPTUAL MODEL To create and process a catalog, you must do the following: Create an online store catalog Validate an online store catalog Submit an online store catalog for review and approval Publish an online store catalog The Catalog Process Flow figure shows the catalog process flow. FIGURE 4.7: CATALOG PROCESS FLOW How to Create an Online Store Catalog When you create a catalog, you identify the online stores in which the products will be offered, add the products that you want to include, and improve the product offerings by adding the attributes to the products. 4 - 37 Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 In Microsoft Dynamics AX, to create a catalog for one or more online stores, follow these steps. 1. 2. 3. 4. Click Retail > Common > Catalogs > Catalogs. On the Action Pane, in the New group, click Catalog to create a new catalog. You can also create a new catalog by copying an existing catalog. To copy a catalog, on the Catalogs list page, select a catalog, and then, on the Action Pane, in the Maintain group, click Copy. In the Create new catalog dialog box, type a name and description for the catalog. In the Catalogs form, on the General FastTab, select the catalog owner and enter an effective date and the expiration date for the catalog. When the catalog is published, the effective date and the expiration date determine when to make the products available in the online store. The Expiration date is optional. Leave this field blank if the catalog does not expire. 5. On the Retail channels FastTab, click Add. 6. In the Choose organization nodes form, select the online stores that to which the catalog applies, and then click Add >>. 7. Close the form. Note: The online store must be set up before you can create a catalog, and it must be published before you can publish the catalog. 8. On the Action Pane, in the Products group, click Add products. Note: To add products to a specific category, select a category in the category navigation pane, and then, on the Products FastTab, click Add. 9. In the Add products form, select the products that you want to add, and then click OK. The product list is filtered by the assortments that are assigned to the online stores that you selected on the Retail channels FastTab. Note: If you add a product master to the catalog, any variants that are defined for the product master are also automatically added to the catalog. When the catalog is published, the product master and all the product master variants are made available in the online store. Products that are assigned to a category are automatically added to that category in the catalog. Products that are not assigned to a category are added to the Uncategorized category in the catalog. Products in the Uncategorized category must be manually assigned to the appropriate category in the catalog. 4 - 38 in the Product attribute values form. Click Add to add products to the selected category. The validation process makes sure that all the required data is included and is valid so that the publishing process can succeed. 5. d. you must select the products and move the products one at a time. follow these steps: 1. you can remove products from the catalog category. c. 6. Select the categories to which you want to move the products to. image attributes. In the category navigation pane. Click Attributes to view the attributes that are assigned to the products and to add or modify attribute values. On the Products FastTab. click Edit to add the HTML rich text or the URLs for the images or video files. However.Module 4: ONLINE STORE SET UP AND PUBLISHING To assign any uncategorized products to the appropriate category in the catalog. the catalog must be republished for the product listings to be removed from the online store. If HTML rich text attributes. you can delete the products from the catalog category. on the Action Pane. b. 2. If the catalog is not published. and then in the Remove products dialog box. Click Related products to open the Related products form and then view the list of products that are associated with the product. The validation process verifies that required data for channel attributes and 4 . Note: To remove products from the whole catalog. In the category navigation pane. To move products to different categories. You can select whether to include or exclude the related products in the catalog. select the products that you want to remove. or video attributes are assigned to the product. On the Products FastTab. How to Validate an Online Store Catalog After you add the catalog components to the catalog. select the products that you want to categorize. you must validate the catalog. 4. select each category in the catalog and do one or more of the following: a. 3. select the Uncategorized category.39 . If the catalog is published. review the list of products in the selected category. click Remove products. You can select one or more products to move to a single category at the same time. Click Remove to remove any products from the selected category. Click Categorize products. microsoft. If you have run the validation process for the catalog. Correct any errors that are found by the validation process. refer to http://technet. In Microsoft Dynamics AX. 2. A catalog that contains any errors cannot be published until the errors are resolved. On the Catalogs list page. 4. then the results from the last validation are displayed in the form. 1. in the Channel field. The process also verifies that the online stores that are assigned to the catalog are complete and valid. and have a status of Published. You can run the validation process as many times as needed. 5. In the Channel summary section. select the online stores that are assigned to the catalog. How to Submit an Online Store Catalog for Review and Approval After a catalog is validated. follow these steps. However. in the Maintain group. you can view a detailed explanation for any warnings or errors that are found. select a catalog. Click Retail > Common > Catalogs > Catalogs. on the Action Pane. and then. then the fields in the form are blank. 3.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 product attributes is complete and valid. repeat steps 2 through 5 until the catalog is valid and ready to be submitted for review. 6. click Edit. click Validate catalog. Reference Links: For detailed instructions on how to configure workflow for retail product catalogs. Products that generate a warning cannot be published to the online store. click Validate catalog to run the validation process. in the Publish group. You can configure workflow so that catalogs are automatically approved or require manual approval. on the Action Pane. In the Validate catalog form. In the Catalogs form. If you have never run the validation process for the catalog. In the Product summary section. After the validation process is completed. to validate the catalog. Note: You can publish a catalog that contains products that have warnings. and then review any errors or warnings for the products. you can submit the catalog for review and approval.com/EN- 4 . Then. A catalog must be approved before it can be published.40 . review any errors or warnings for the online store. these products do not appear in the online store. click Edit. you must publish any online stores that are assigned to the catalog. 3.41 . 4 . click Submit. If you are an approver. the catalog status changes to Approved. The Retail Product Catalog Publishing Architecture figure shows the online channel (that is the online store) publishing and the catalog publishing. in the workflow message bar. In Microsoft Dynamics AX. On the Catalogs list page. you can view the product listings that are generated during the publishing process. Click Retail > Common > Catalogs > Catalogs. 1. Publish an Online Store Catalog When you publish a catalog this makes the products and product information available in a specific online store. on the Action Pane. When the catalog is approved. When you publish the online store this generates the online store structure and the navigation categories. The catalog status is changed from Draft to Submitted for approval. After the catalog is published. click Approve. in the Maintain group. Before you publish the catalog. 4. whereas when you publish the catalog. 2. this generates the product listings that appear in the online store.aspx. to submit the catalog for approval. and then. follow these steps. in the workflow message bar. in the Catalogs form. select a catalog. In the Catalogs form.Module 4: ONLINE STORE SET UP AND PUBLISHING US/library/jj728696. their entities are mapped to the entities in the SharePoint cross-site publishing platform.42 . The Microsoft Dynamics AX Retail Catalogs Features figure also shows the Product catalog features that are published to the SharePoint product catalog site. The Microsoft Dynamics AX Retail Catalogs Features figure shows several features of the retail product catalog that are published to SharePoint.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 FIGURE 4.8: RETAIL PRODUCT CATALOG PUBLISHING ARCHITECTURE The retail product catalog from Microsoft Dynamics AX 2012 is published to the SharePoint product catalog site. 4 . When the online channel and the catalog are published. A listing is an instance of a product for a channel at a given point in time. The Retail Product Catalog Publishing Process figure shows the Retail Product Catalog publishing process. The system determines whether any new attributes are added for the listing.43 . The CRT records the publishing status for the listing. For example. then the system creates a custom site column for that attribute.Module 4: ONLINE STORE SET UP AND PUBLISHING FIGURE 4. a product might be “jeans” and the variant might be “red”. for example if the listing “red jeans” includes a new attribute called “texture”. The Commerce Data Exchange: Async Server synchronizes all products in the channel database. If a new attribute exists. The Commerce Data Exchange: Async Server synchronizes the publishing status of the “red jeans” listing with all other publishing statuses. and this attribute is marked as “Included” at the channel level. The system creates a new rule for this list item and finishes the process in SharePoint by creating a new row for the “red jeans” listing. The status shows either Published or Error. The CRT/Publishing Connector creates a listing. 4 . The system creates a listing for “red jeans”.9: MICROSOFT DYNAMICS AX RETAIL CATALOG FEATURES A high level overview of the process that is used to publish the retail product catalogs to the online store follows: Microsoft Dynamics AX reads the product tables in the Retail database. 10: RETAIL PRODUCT CATALOG PUBLISHING PROCESS Reference Links: For more information about site columns and list items refer to http://go.microsoft. The whole catalog can be retracted. 4 .44 .com/fwlink/?LinkId=311683 for the "Share a library or list as a catalog” section" The effective date that you defined for the catalog determines when the products are available in the online store. The expiration date that you defined for the catalog determines when the products are removed from the online store. The Retracting Product Listings figure shows the process for how to retract product listings.microsoft.com/fwlink/?LinkId=311682 and http://go.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 FIGURE 4. the expiry date is set to the current date and time. the catalog publishing status changes to Published or Error.45 . In the online storefront. SharePoint deletes all affected listings from the product catalog site. The system sets the catalog publishing status to In progress.Module 4: ONLINE STORE SET UP AND PUBLISHING FIGURE 4. Commerce Data Exchange: Synch Service synchronizes the tables that are related to the expired listings to the online storefront. the system deletes all affected listings from the CRT database. In Microsoft Dynamics AX. these listings are not available on the publishing site.11: RETRACTING PRODUCT LISTINGS Considerations for when you perform the process include the following: In Microsoft Dynamics AX. The Commerce Data Exchange: Synch Service synchronizes the publishing status of the expired listings from the online storefront to Microsoft Dynamics AX. Now. 4 . The CRT records the publishing status as expired for all affected listings. On the Catalogs list page. b. In progress – The catalog is being published. review the total number of product listings to be created. select an online store. c. in the Maintain group.46 . on the Action Pane. Click OK to start the publishing process. 8. and then click Listings. You can use Excel to update attributes for products in a catalog. In the Publish catalog form. 3. you can also use Excel to update products that are not included in a 4 . in the Publish field. or retracted. updated. Click Retail > Common > Catalogs > Catalogs. to publish the catalog. or deleting for the selected online store.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 How to Publish the Online Store Catalog In Microsoft Dynamics AX. 2. review the product listings that the publishing process is creating. in the Publish group. In Microsoft Dynamics AX 2012 R3. 1. updating. and then. Error – An error occurred. and the product listing could not be processed. 7. In the Product totals by channel grid. You can also review the listing status that is updated by Microsoft Dynamics AX Commerce Runtime. 5. or deleted when the publishing process is completed. select a catalog. In the Listings form. click Edit. follow these steps. In the Catalogs form. a. or if you want to republish the whole catalog. and dimensions for products that you sell in the retail channels. Only products that have changed – Select this option to publish only the changes that are made to the catalog since the last time that the catalog is published. All products – Select this option if this is the first time that the catalog is being published. republished. on the Retail channels FastTab. 6. Success – The publishing process has completed and the product listings are updated in the online store. 4. color. on the Action Pane. select one of the following options: a. In the Catalogs form. click Publish. The following statuses are displayed: a. click Listings to review the product listings for a specific category. Or. on the Products FastTab. How to Bulk Edit Product Attributes by Using Microsoft Excel This topic explains how to use Microsoft Excel to update attributes such as size. 9. Then.microsoft. You can edit product attributes at any time. In Excel. you use product attributes to add merchandising details to the products that you offer in the online store.com/ENUS/library/dn292561. If minimum and maximum value ranges are not defined for an attribute. Enter URLs for images and videos directly in the spreadsheet and upload that data back to Microsoft Dynamics AX. and other product details. product dimensions. you can edit the product attributes and import the changes back into the retail catalog.microsoft. Select the appropriate value from a fixed list when multiple values are assigned to a specific attribute. Prerequisites Before you can use Excel to bulk edit product attributes in a retail catalog.47 . size. http://technet. Improvements to functionality let you to do the following: Easily identify required attributes. the minimum and maximum value ranges that are defined for the system are used. In Microsoft AX 2012 R3. Using Excel in Microsoft Dynamics AX 2012 R3 You can use Excel to bulk edit product attributes for products that are offered in any retail channel. bulk editing product attributes in Excel is even easier. To make product attributes visible in the online store.com/ENUS/library/hh227548.aspx Define product attributes.Module 4: ONLINE STORE SET UP AND PUBLISHING catalog. Product attributes include color. you must complete the following tasks. you add the product attributes to the products that are listed in the retail catalog. In Microsoft Dynamics AX 2012 for Retail.aspx 4 . More easily assign an appropriate value to attributes that include a minimum and maximum value range. you can also edit product attributes for the whole catalog or you can edit only the product attributes that are assigned to a specific category. Task More information Enable digitally signed macros and disable all other macros in Excel. or you can bulk edit product attributes by exporting them to Excel. even if the products are not included in a retail catalog. You can edit product attributes one by one in the retail catalog by using the Catalog details form. http://technet. in Excel. 4 .48 To edit all product attributes in the catalog: In the . a. http://technet. If you use Microsoft Dynamics AX 2012 R3.com/ENUS/library/jj728713.com/ENUS/library/dn497796.aspx#ConfigureAnd Publish Create a retail catalog.microsoft. select a catalog.com/ENUS/library/dn497796.aspx Bulk Edit Attributes for Products that are Included in a Retail Catalog This procedure applies to all versions of Retail in Microsoft Dynamics AX 2012.aspx http://technet. http://technet. http://technet. you must complete some additional steps that are described later in this section. http://technet.microsoft.microsoft. 2.com/ENUS/library/jj682095. If the catalog is already published. 3. when you click Edit this changes the catalog status to a status of Draft.microsoft. Click Retail > Common > Catalogs > Catalogs. 1.aspx Note : If Microsoft AX 2012 R3 is installed.com/ENyou can update product attributes US/library/dn497796. click Edit. http://technet.aspx in a retail catalog that is assigned to a retail store.microsoft. follow these steps. Install Microsoft Office Add-ins for Microsoft Dynamics AX. You can also update product attributes outside a retail catalog by using the Channel product attributes form.microsoft.aspx Assign attribute groups to retail categories or retail channels. do one of the following steps. on the Action Pane. online store.aspx http://technet. or call center.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Task More information Set up attribute groups.com/ENUS/library/jj728712. On the Catalogs list page. in the Maintain group.microsoft. and then. In the Catalogs form. To use Excel to bulk edit attributes for products in a retail catalog.com/ENUS/library/hh580593. 4 . 2. When you finish editing the attributes. After the catalog publishing process is completed. click Publish. 6. 2. select a category. and then in the Update group. follow these steps. 1. you can close Excel. click the Dynamics AX tab. and then click Attributes. To edit only attributes that are assigned to products in a specific category: In the category navigation pane. It might take a several minutes for Excel to open and the attributes to appear. To verify the changes. In Excel. follow these steps. This process might take several minutes. All products – Select this option if this is the first time that the catalog is being published. you must publish the updated data and then send the updated data to the stores. After the publishing process is completed. in the Publish group. Only products that have changed – Select this option to publish only the changes that are made to the catalog since the last time that the catalog is published. in the Catalogs form.49 . In the category navigation pane. in the Publish field. In the Publish catalog form. in Excel. select the category. 5. 4. To publish the updated product attributes. and then click Edit in Excel. Click Retail > Periodic > Data distribution > Distribution schedule. or if you want to republish the whole catalog. on the Action Pane. click Publish. b. In the Catalogs form. b. select the root node. select one of the following options: a. edit the attributes for the products in the categories that you selected. Additional Steps for Microsoft Dynamics AX 2012 R3 If Microsoft Dynamics AX 2012 R3 is installed.Module 4: ONLINE STORE SET UP AND PUBLISHING category navigation pane. select a product in the grid. On the Products FastTab. follow these steps. 1. and then click Edit in Excel. 1. Lesson Objective The objective is to explain how to set up shipping charges for the online store in Microsoft Dynamics AX 2012 R3.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 2. b. and geographic areas. and then click Create batch job. You can also specify different modes of delivery for specific combinations of retail channels. To manually run the scheduler job.50 Click Procurement and sourcing > Setup > Distribution > Modes of . on the Scheduler jobs FastTab. follow these steps. You can also specify different modes of delivery for specific combinations of products and addresses. This topic explains how to specify the modes of delivery that are available to customers in the retail stores and the online stores. you must also set up modes of delivery and shipping charges for the online store. To set up the modes of delivery that are offered to customers. 4 . you must create modes of delivery. do one of the following: a. Set Up Shipping Charges for the Online Store This lesson discusses how to configure shipping charges for the online store. To run the scheduler job in batch mode. How to Set Up Modes of Delivery for the Online Store You can specify the modes of delivery that are available to customers during checkout in the online store. click Run now. in the Name column. 3. Set Up Shipping Charges for the Online Store In Microsoft Dynamics AX. in the left navigation pane. products. Note: Before you can set up the modes of delivery for the online store. verify that the Enabled check box is selected for the job. 1. on the menu bar at the top of the form. select the 1150 (Catalog) scheduler job. In the form that is displayed. To run the job manually or in batch mode. enter information about the batch job. when you set up up shipping charges for the online store. In the Distribution schedule form. For example.com/EN-US/library/aa619881. a group of modes of delivery. on the Retail channels FastTab. and then click Add. select AK in the State/province field. you can define the following types of shipping charges for online orders: A fixed amount for a range of order totals. In the Choose organization nodes form. On the second line. add two lines. 8. if all the products except one product use the mode of delivery. select the product in the Product variant field. On the Products FastTab. To setup the shipping charges to be used by an Online Store. 3. On each line. For example. and select Include in the Line type field. When you finish adding channels. refer to http://technet. For information about how to create modes of delivery. This charge can be marked up by a specified percentage. specify whether to include or exclude the product from the mode of delivery. click Add line to add one or more channels that use the mode of delivery. and then select Exclude in the Line type field. 7. A percentage of the total. specify the product. On the third line. On the Addresses FastTab. 5. and then select Exclude in the Line type field. select USA in the Country/region field. or click Add products to add multiple lines. A fixed amount for each item. Click New or select an existing mode of delivery. select ALL in the Category field. 4. You can also define a shipping charge for a mode of delivery. < How to Set Up Shipping Charges for Online Store In Retail. Expand the Available organization nodes: list. do the same to exclude Hawaii. and then. click Close.aspx. 4 . follow these steps. select USA in the Country/region field. click Add line to specify the countries or regions and states or provinces to include or exclude from the mode of delivery. 9. in the Category and Product fields. add three lines. On the second line. 6. A charge that is provided by the shipping carrier. specify the product to exclude. and then select Include in the Line type field. if the mode of delivery does not serve Alaska or Hawaii. select an organization node that includes the channels that you want to add. 2. or all modes of delivery. select an organization hierarchy.Module 4: ONLINE STORE SET UP AND PUBLISHING delivery. Click Add line to add one line. In the Line type field.51 . If the product is a variant. On the first line. This includes free shipping for order totals greater than a specified amount. On the first line. specify the products to include or exclude from the mode of delivery.microsoft. refer to the article on Modes of delivery (form) – http://technet. you must create modes of delivery.00 United States dollars (USD) to be charged 5. In the From amount field and the To amount field. . click Add. and orders that are 100. if you want all orders that are less than 100. If you want the shipping charges to apply to a specific customer. Click New. If you want the shipping charges to apply to all modes of delivery. add two lines that contain the following values: 7.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Note: Before you can specify shipping charges. In the Mode of delivery code and Mode of delivery relation fields. b. 3. in the Customer relation field. select Line. c. and then. specify the transaction totals to which the shipping charge applies. in the Customer relation field. 4 . For information. 2.00 USD or more to have free shipping. For example. Click Retail > Setup > Charges > Auto charges. From amount To amount Charges value First line 0 100 5 Second line 100 <blank> 0 If you want the shipping carrier to provide the shipping charge. select the customer. in the Level field. do one of the following: a. 4.aspx. c.52 a. and then. b. select the group.00 USD for shipping. and then. If you want the shipping charges to apply to a group of modes of delivery. 6. select External. select All in the Account code field.com/EN-US/library/aa619881. and then. 5. select Group in the Mode of delivery code field. If you want the shipping charges to apply to a group of customers. On the Lines FastTab. in the Mode of delivery relation field. In the Account code and Customer relation fields. select Table in the Mode of delivery code field. in the Category field. 1. select Table in the Account code field. select Group in the Account code field. select All in the Mode of delivery code field.microsoft. select the group. do one of the following: If you want the shipping charges to apply to a specific mode of delivery. in the Mode of delivery relation field. and then. If you want the shipping charges to apply to all customers. select the mode of delivery. refer to http://technet.com/EN-US/library/aa582856.53 . 4 .Module 4: ONLINE STORE SET UP AND PUBLISHING Reference Links: For more information about the Auto charges form.microsoft.aspx. microsoft. procedures and configuration options that are required to set up the online store in Microsoft Dynamics AX 2012. If you change the name of a category. you must republish the online store or catalog as follows: If you add or delete a category node. For information about how to create retail product catalogs refer to http://technet. republish the online store and the catalog that use the category hierarchy. Best Practice: How you publish the online store depends on the version of Microsoft Dynamics AX 2012 that you use and whether you publish the online store for the first time or republish an existing online store.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Module Review This module discussed the tasks. If you start or disable a category.aspx 4 . The online store must be set to a status of Published before a retail product catalog can be published to the online store. republish the online store and the catalog that use the category hierarchy.com/en-us/library/jj728697.54 . republish the online store that uses the category hierarchy. The lessons described in this module include the following: How to use the Online Store Setup Checklist How to Set up the Online Store Integration How to create the Online Store Navigation Hierarchy How to Create and Configure the Online Store How to Configure Data Distribution and Publish the Online Store How to Manage and Publish Online Store Products How to Set Up Shipping Charges for the Online Store . If you change a category in a navigation category hierarchy that is assigned to an online store or a retail product catalog. Module 4: ONLINE STORE SET UP AND PUBLISHING Test Your Knowledge Test your knowledge with the following questions. 1. How many Catalog site collection URL properties can you set up in the online channel profile? ( ) You can set up two Catalog site collection URL properties in the online channel profile. ( ) You can set up multiple Catalog site collection URL properties in the online channel profile. ( ) You can set up one Catalog site collection URL property in the online channel profile. 2. Which components must be set up in Microsoft Dynamics AX for the online store integration in Microsoft Dynamics AX 2012 R3? ( ) CDX Async Server Profile, Real Time Service Profile, Channel Profile, Channel Database profile, Channel Data Group ( ) CDX profile; online store database profile; AOS profile; online channel profile. ( ) Synch Service profile; online product catalog profile; AOS profile; online channel profile; Real-time Service profile 3. Where is the navigation hierarchy for the online store configured? ( ) SharePoint Central Administration ( ) Microsoft Dynamics AX Retail Module ( ) SharePoint publishing site collection 4. Can you assign the online store to one or more organizational hierarchies? ( ) No, you cannot assign the online channel to an organizational hierarchy. ( ) Yes, you can assign the online channel to only one organizational hierarchy. ( ) Yes, you can assign the online channel to one or more organizational 4 - 55 Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 hierarchies. 5. Select the component that is created at a SharePoint site when the online store is published. ( ) The layout for the online store home page ( ) The online store navigation hierarchy ( ) The online product catalog 6. Which of the following is the correct process that is used to create and process the online store catalog? ( ) Create a catalog, validate the catalog, publish the catalog ( ) Create a catalog, add products and categories, submit the catalog for approval, publish the catalog ( ) Create a catalog, validate the catalog, submit the catalog for approval, publish the catalog 7. Where can you configure the shipping charges for the online store? ( ) Microsoft Dynamics AX Retail ( ) Microsoft Dynamics AX Sales and Marketing ( ) CRT shipping service 4 - 56 Module 4: ONLINE STORE SET UP AND PUBLISHING Test Your Knowledge Solutions Module Review and Takeaways 1. How many Catalog site collection URL properties can you set up in the online channel profile? ( ) You can set up two Catalog site collection URL properties in the online channel profile. ( ) You can set up multiple Catalog site collection URL properties in the online channel profile. (√) You can set up one Catalog site collection URL property in the online channel profile. 2. Which components must be set up in Microsoft Dynamics AX for the online store integration in Microsoft Dynamics AX 2012 R3? (√) CDX Async Server Profile, Real Time Service Profile, Channel Profile, Channel Database profile, Channel Data Group ( ) CDX profile; online store database profile; AOS profile; online channel profile. ( ) Synch Service profile; online product catalog profile; AOS profile; online channel profile; Real-time Service profile 3. Where is the navigation hierarchy for the online store configured? ( ) SharePoint Central Administration (√) Microsoft Dynamics AX Retail Module ( ) SharePoint publishing site collection 4. Can you assign the online store to one or more organizational hierarchies? ( ) No, you cannot assign the online channel to an organizational hierarchy. ( ) Yes, you can assign the online channel to only one organizational hierarchy. (√) Yes, you can assign the online channel to one or more organizational hierarchies. 5. Select the component that is created at a SharePoint site when the online 4 - 57 Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 store is published. ( ) The layout for the online store home page (√) The online store navigation hierarchy ( ) The online product catalog 6. Which of the following is the correct process that is used to create and process the online store catalog? ( ) Create a catalog, validate the catalog, publish the catalog ( ) Create a catalog, add products and categories, submit the catalog for approval, publish the catalog (√) Create a catalog, validate the catalog, submit the catalog for approval, publish the catalog 7. Where can you configure the shipping charges for the online store? (√) Microsoft Dynamics AX Retail ( ) Microsoft Dynamics AX Sales and Marketing ( ) CRT shipping service 4 - 58 Module 4: ONLINE STORE SET UP AND PUBLISHING LAB: ONLINE STORE SET UP AND PUBLISHING Scenario The online starter store is centrally configured in Microsoft Dynamics AX. This lab will help you explore how to configure the Contoso online starter store. The lab explains the options that you might want to modify for the implementation, and also shows how to publish the online channel and the online store catalog. Additionally, this lab shows how to monitor the Retail publishing job status and how to validate the catalog publishing. Objectives The objectives include the following: Explore the configuration of the online channel for the Contoso online store. Explain how to publish an online channel. Explore the catalog set up for the Contoso online store. Describe the shared metadata and the channel-specific metadata. Explain how to publish the online store catalog. Describe how to monitor the Retail publishing job status and how to validate the catalog publishing. Set Up Details This lab uses the Microsoft Dynamics AX 2012 R3 Demonstration Virtual Machine (VM) that is available on Partner Source – https://mbs.microsoft.com/partnersource/northamerica/salesmarketing/demo-tools/virtual-machines/AX2012DemoToolsMaterials. The VM on Partner Source includes the following documentation. Review the documentation to set up the VM before you complete the lab. Document Release Notes Technical Guide Retail Point of Sale User List Link https://mbs.microsoft.com/files/customer/AX/Downloads/Se rvicepacks/ReleaseNotesAX2012R3SolutionDemoPackageV1 0.pdf https://mbs.microsoft.com/files/customer/AX/Downloads/Se rvicepacks/TechnicalGuideAX2012R3SolutionDemoPackage V10.pdf https://mbs2.microsoft.com/fileexchange/?fileID=cf70c1d3b430-4f1d-8afe-98b8389df94a 4 - 59 com/fileexchange/?fileID=f817c2cef2a3-494c-9993-65571deafef1 The default company to use for all the labs is USRT.com/files/customer/AX/Downloads/Se rvicepacks/AX2012R3SolutionDemoPackageOverview.60 .microsoft. Figure 1: Online Store Setup Checklist 4 .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Demo Data https://mbs.microsoft. The checklist is available in the Microsoft Dynamics AX client – Retail > Setup > Online store setup checklist. Online Store Set Up Checklist The exercises in this lab can also be performed by using the online store setup checklist.pdf How to Set up Virtual Networking https://mbs2. This includes the attributes metadata. 3. Notice that the navigation hierarchy that is assigned to the Contoso online store is shown in the list. 3. you will publish the online channel.Module 4: ONLINE STORE SET UP AND PUBLISHING Exercise 1: Online Channel Configuration and Publishing Scenario In this exercise. Click Edit on the upper-left side of the screen. In the list of online stores. 2. Examine the store locator group. expand Retail channels. you will explore the configuration settings for the online starter store channel. Open the Microsoft Dynamics AX client. 4. Then. High Level Steps The high level steps include the following: 1. the store locator groups and the data distribution setup. Publish the online channel. 4 . Publish the online channel. Explore the attributes metadata. 2. select Contoso online store. In the Common section. 4. Objectives The objectives include the following: Explore the setup of the online channel for the Contoso online starter store.61 . Open the Contoso online store channel in Microsoft Dynamics AX. Detailed Steps The detailed steps include the following: 1. and then select Retail. Select Online stores. the online storefront and for Microsoft Dynamics AX processing. This form includes the configuration settings for the online store. .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 5.62 If a confirmation dialog box appears. The Online store form is displayed. click Yes to confirm that you will edit the store and move the store to the draft mode. 4 . and then click Store product attributes. You will find that the Contoso online store is selected. and other options. In the left navigation pane. the payment connector. or if an attribute should be used as a refiner. Click the Processor attribute. and then click Set attributes metadata. the category hierarchy is displayed. 4 . Expand the Computers node. Explore the product attributes that are displayed. 7. and then expand the Channel product attributes FastTab. The Set attributes metadata window appears. Explore the Online store window. the languages. Select Laptops. For example. 10.Module 4: ONLINE STORE SET UP AND PUBLISHING 6. 9. that you can set up the navigation category hierarchy. Notice that. You can configure how the different attributes will be used in the online storefront. 8.63 . Click the Set up FastTab. This is the navigation category that is used to move and browse for products in the online store. click the Set up FastTab. for example. Now. whether an attribute can be searched. 4 . 13. Click Store locator group assignment. although the Dimensions attribute can be searched and retrieved. retrieved and refined. Now. The store locator group defines the locations that should be considered for in-store pickup scenarios. This means that the web shopper can filter the laptop listing on the online storefront by using his or her processor characteristics. 12. Click the Dimensions attribute. Notice that. 14. the Dimensions attribute cannot be refined.64 . 11. Close the Map attributes form. The web shopper cannot filter the laptop by using his or her dimensions because this attribute is not displayed as a refiner in the Contoso online storefront.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Notice that the Processor attribute can be searched. explore the store locator group that is set up for the Contoso online store. Click Yes in the dialog box that is displayed to confirm the channel publishing. explore the profiles that are set up for the Contoso online store. 17. 4 . Now. All stores. 19. that is set up for the Contoso online channel. explore the settings for a profile configuration in the Contoso online store. on the Profiles section. In the Online store window. In the Store locator groups form. 20. 18. Leave the Microsoft Dynamics AX client open if you continue to the next exercise. and then click Publish. click the Channel FastTab. Click Close to close the Online store window. notice that there is only one store locator group. and then click Close to return to the Online store window.Module 4: ONLINE STORE SET UP AND PUBLISHING 15. 16. In the Online store window. Return to the Retail area page by clicking Retail in the navigation path on the upper side of the screen. such as the Real-time Service Profile and the Channel profile.65 . Detailed Steps The detailed steps include the following: 1. Explore listings. Explore the Electronics catalog settings. 6. Objectives The objectives include the following: Explore the online store catalog settings. Assortments are used to determine where and when products are available. 4 . Examine the shared metadata and the channel-specific metadata. 2. Publish the online store catalog. Before products can be improved in a catalog. Review shared metadata that is set up by using the attribute groups. Publish the catalog to the online store. In the Common section. 3. Therefore. Remove a product from the catalog.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Exercise 2: Catalog Setup and Publishing Scenario In this exercise. the products must first be assorted to the channel. you will validate and publish the online store catalog to the online store. you will review the product metadata that is shared between channels. 5. you will explore the assortment that is assigned to the online store. 4. Review the channel specific product attributes.66 . for both brick and mortar stores and online stores. Explore the assortment that is used for the online channel. High Level Steps The high level steps include the following: 1. you will explore the online store catalog setup and publishing. click Assortments. Open the Microsoft Dynamics AX client and select Retail if the Microsoft Dynamics AX client is not already open. 7. This includes product improvements that have additional metadata that is specific to the online store. before you review the online store catalog. Finally. Then. 2. 4 . 4. Or. Explore the Assortment window. select Contoso Electronics. you can click Edit. and then click Yes to confirm that you want to edit the assortment.Module 4: ONLINE STORE SET UP AND PUBLISHING 3. Notice that this assortment is assigned to the online channel. In the list of assortments. 6. This assortment is used for the Contoso Electronics channels. and includes an online store. Click Close to return to the Assortments window. Double-click the assortment to view the assortment’s characteristics. 5.67 . if you opened and edited the assortment in step 4.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Or. by using a catalog. expand Attributes. 9. In the Product Information Management area page. click Refresh and then validate that the assortment status changed from Draft to Published. 8. or for a specific time. Attributes are grouped for easier management. and then click Close. and then select Attribute groups. click Publish. In the Assortments page. select SLR Cameras. Now you can add more information about the attributes for a specific product in a specific channel and. and then assigned to products at the category level. Notice that you can set up the default value at the attribute level. Review the attributes in the SLR Cameras group. Custom attributes can be defined to add the needed metadata to generate effective search and refinement in the online channel. 7. Click USRT on the navigation path and select Product Information Management. in Setup. 10.68 . or select Product Information Management area in the left navigation pane. In the list of attribute groups. Explore the attribute metadata. 4 . expand Catalogs. 13. This catalog is already published and is currently being used by the Contoso online store. Select the Contoso Base Catalog. Close the Attributes group form. 14. 16. 15. and then select Catalogs. In the category hierarchy. and then click Yes to confirm that you want to edit the catalog. 12. Explore the attributes for the SLR cameras that are set up in the online store catalog. in Electronics. expand the Cameras node and then select Digital SLR cameras. Browse to the Retail area page by clicking USMF on the navigation path and select Retail. 4 . or select the Retail area in the left navigation pane.Module 4: ONLINE STORE SET UP AND PUBLISHING 11.69 . Click Edit. In the Common section. Notice that there are different tabs for the Shared product attributes and for the Channel product attributes that are specific for the online channel. 18. Datum SLR Camera X135. the Brand attribute is specific for the Contoso online channel. Notice the Attribute source column that lists where the attribute is set up. 4 . Click Show list to view the attributes in a list. Select A. 19. Expand Channel product attributes.70 . and then click Attributes.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 17. The attributes can also be viewed in list form. Additional channel-specific attributes improve the product in the online store with additional information. For example. clear the selection for A. Review the listings. Explore the listings that are created for the improved product when the catalog is published to the online storefront. 23.Module 4: ONLINE STORE SET UP AND PUBLISHING 20. 22. and then on the upper area of the Products list. In the Electronics catalog window.71 . and then close the Listings form to return to the Electronic Catalog window. and then click Listings. In the catalog window. 24. Select the product variant Pink A. click Remove. Remove a product from the catalog. Datum SLR Camera X135. Datum SLR Camera X135. 4 . Datum SLR Camera X135 is selected. Click Close to return to the catalog window 21. make sure that A. Click Validate catalog. click Validate catalog to validate that the catalog is ready to be published and that there are no errors in the catalog. 27. The black product variant is removed. 4 . In the Publish group. 26.72 . Notice that the pink and the silver variants remain in the catalog.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 25. However. Explore other options in the catalog window if you want. and the product listing could not be processed. The following statuses are displayed: a. 35. In the Listings form. In the Catalogs form. select Only products that have changed to publish only the changes that are made to a catalog since the last time that the catalog is published. If there are no errors or alerts. click Publish. Important: The lab environment is set up for the catalog to be automatically approved for publishing. and then click Listings. In the Product totals by channel grid. in live implementations. b. Error – An error occurred. click Close. we recommend that you start the approval workflow for catalog publishing. After the validation is completed. In the Publish group. review the number of product listings to be created. In the Publish catalog form. on the Retail channels FastTab. Success – The publishing process is completed and the product listings are updated in the online store. republished. or deleted when the publishing process is completed. select an online store. Click OK to start the publishing process. review the product listings that the publishing process is creating. 31. updated. 4 .73 . 30.Module 4: ONLINE STORE SET UP AND PUBLISHING 28. review the validation results. 33. or deleting. 32. 29. or retracted. updating. c. in the Publish field. In progress – The catalog is being published. and then close the Microsoft Dynamics AX client. 34. Exercise 3: Validate Catalog Publishing Scenario In this exercise you will validate the catalog publishing by exploring the Retail Publishing job and the Product Catalog site in SharePoint. Select Monitoring. Work with the Product Catalog site and the product listings. High Level Steps The high level steps include the following: 1. on the upper-left side of the screen. Datum SLR Camera X135 is no longer available. Validate that the catalog is successfully published. Datum SLR Camera X135 is removed from the product catalog. click Job history.74 . Open the SharePoint Central Administration and check the status of the Retail publishing job. In the Timer jobs section. Open SharePoint 2013 Central Administration from the Start screen. Open the online store site and validate that the black A. Open the Product Catalog site and validate that the black A. Detailed Steps The detailed steps include the following: 1. 2. In the Timer Job Status page. 3. 3. 4.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Objectives The objectives include the following: Monitor the Retail Publishing job status. 2. 4 . click Check job status. In the search box. In the Job History page. locate the RetailPublishingJob and validate that its status is Succeeded. type X135 to locate the A. In the browser address bar. type http:// ax2012r2a:40001/sites/RetailProductCatalog to open the product catalog site. 7. This list contains the Microsoft Dynamics AX product listings.Module 4: ONLINE STORE SET UP AND PUBLISHING 5. On Quick Launch in the left navigation pane. click UncategorizedList_000. 8.75 . 6. 4 . Datum SLR Camera X135. and then click the magnifying glass to start the search. Optionally. 12. 10. 11. you might have to wait several 4 . Datum SLR Camera X135 is no longer available in the online store. repeat step 8 and step 9 to validate that the second product variant is for the silver camera and its RetColor attribute is set to Silver. Two results are displayed—the pink camera and the silver camera. Explore the list of attributes.76 .contoso. and then scroll to the bottom of the attributes list. Note: Depending on the crawler settings.com and validate that the black A. Open the store site www. scroll down to view the RetColor attribute and validate that its value is Pink. and then click Close. Click the first product link.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 9. 4 .77 .Module 4: ONLINE STORE SET UP AND PUBLISHING minutes before the changes in the product catalog are published to the online store site. 5-1 . content search web parts. When a user views a page on one of the publishing sites.MODULE 5: MANAGE THE ONLINE STORE IN SHAREPOINT Module Overview The starter online store includes the patterns and best practices that are required to support production-ready deployments. refer to “Overview of search in SharePoint Server 2013” at http://technet.microsoft. search-driven. adaptive experiences that are offered by SharePoint Server 2013. Explain how cross-site publishing and search in SharePoint 2013 are used to provide the following: o Dynamic pages (through Web Parts and display templates). o Navigation and facets. o Query suggestions and query spelling (“did you mean”). and one or more publishing site collections to control the design of the site. o Recommendations (to improve the end-user relevance over time). for example by using query rules. o Targeted content (through query rules).aspx. Search-driven pages dynamically display content for customers. and the results are shown in the Search Web Parts on the page. The crawled data is stored in the Search Index. There are several ways that the search can be adjusted to meet specific use cases. Cross-site publishing uses one or more authoring site collections to author and store content. The starter online store also includes powerful. queries from Search Web Parts on that page are sent to the search index. query suggestions. Results are returned from the search index and the CRT.com/en-us/library/jj219738. Objectives The objectives of this module are as follows: Provide specific information on how search affects the e-commerce storefront. Reference Links: For more information about Search in SharePoint 2013. and recommendations. The crawl component indexes the product catalog lists and the term store of the Product Catalog Site collection. The starter storefront can serve as a starting point to create a customized user experience that is based on specific requirements. Make enterprise keywords into managed terms by moving the keywords into a term set. FIGURE 5. or delete terms.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Search-Driven Sites Lesson Objectives The objective is to describe the concepts that are related to the search in an e. Arrange managed terms in a term set into a hierarchy. Add. SharePoint Server 2013 includes the Term Store Management tool. . Import terms. Define synonyms. you can use the Term Store Management tool to perform the following tasks: Create or delete a term set.1: SEARCH-DRIVEN SITES Components of search-driven sites include the following: o 5-2 Term store: Holds the whole product hierarchy. If you have the appropriate permissions. You can use this tool to create and manage term sets. change. Search-Driven Sites The out-of-the-box starter storefront that is included with Microsoft Dynamics AX 2012 R3 is fully functional.commerce setting. Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT o Catalog site collection: Holds the product catalogs that are published from Microsoft Dynamics AX. before the result set is returned to the search front end. and other assets. pictures. the query-processing component processes the result set. As an administrator. 5-3 . the URL for a catalog. Then. One example might be to set the result source to include all listings that are currently valid (in other words. you can define result sources (six) based on the content that is available from the search index. Finally. and relevance. and how frequently the content should be crawled. The index component returns a result set. o Asset site collection: Stores images. recall. Or you can specify that search results are only to be retrieved for a particular item type—for example. for example. what URLs to crawl. Publishing (rendering) site collection: Holds the online store (UI). outdated listings never appear on the site).com/EN-US/library/jj219738. videos. o Search index: Holds all content and metadata that is crawled. You can create result sources to specify a location from which search results can be retrieved. the query-processing component analyzes and processes the query to improve precision. When the query-processing component receives a query from the search front end. To build the search index. o A content source is a set of options that you can use to specify what type of content is crawled.microsoft.aspx. The processed query is submitted to the index component. Cross-Site Publishing This lesson describes the basic concepts that are related to cross-site publishing and how to verify cross-publishing in an e-commerce setting. refer to http://technet. you must first start a full crawl of content that is specified in one or more content sources. One way to quickly understand the concept of a result source is to consider the result source as a reusable query. the online store queries (seven) the index. The result set is based on the processed query that is sent to the query-processing component. Content sources are set up and maintained in Central Administration by a Search service application administrator. Reference Links: For more information about the search components. Site collections are available as part of the Retail online starter store. The publishing site collection shows the data on web pages by using Web Parts that use search technology (for more information. The authoring site collection. Note: As mentioned in the. The product catalog content web application uses Active Directory to authenticate content authors. Internal users such as designers and other content authors have Contribute permission to add. includes a list of product data and all libraries and lists are shared as catalogs. you brand content on the publishing site. The publishing portal web application uses Active Directory authentication for designers and forms-based authentication for web users. known as the Product Catalog Site. “E-commerce Architecture” module the publishing site collection is outside the firewall. The catalogs are indexed by the search system and made available to the publishing site collection (publishing portal). Therefore. This web application is configured so that web users can have anonymous access. Additionally. The publishing site collection (publishing portal) issues queries for data that is indexed. the asset library is located in a separate site collection (in the same web application as the publishing site collection) so that users on the publishing sites have read access to those assets. Validate the Connection between the Publishing Portal and Authoring Site To validate that the E-commerce Publishing Portal is connected to the Product catalog/Authoring site (achieved automatically when the starter store is 5-4 .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Lesson Objectives The objective is to describe the concepts that are related to the cross-site publishing. and delete items in the asset library. The functionality that is provided by this feature is called cross-site publishing. and one or more publishing site collections to control the design of the site and to show the content. update. refer to the following section). Cross-Site Publishing The cross-site collection publishing feature in SharePoint Server 2013 works as follows: you use the authoring site collection (product catalog site) to author and store content. The asset library is added to the Suggested Content Browser Locations list for the authoring and product catalog site collections so that content authors can use those assets in their content. All the site collections that are created under each web application should be visible. click Farm search administration. browse to Site settings > Manage catalog connection. and then click Application Management> View all site collections. For the following URLs. browse to SharePoint Central Administration. http://ServerName:40002/sites/RetailPublishingPortal This is the retail publishing portal. Click Central administration > General application settings. copy the URL into a browser and validate that you can browse to each site: http://ServerName:40001/sites/RetailProductCatalog This is the retail product catalog site. 1. In Search.) FIGURE 5. 5-5 . (Click Connect to catalog to view all the available catalogs. To manage the catalog connections.2: MANAGE CATALOG CONNECTIONS Validate the Crawling To validate that the crawling works as expected (meaning that all content is included and no errors are found). This is also the Contoso Electronics Superstore site.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT deployed). follow these steps. 2. whereas the publishing content from Microsoft Dynamics AX is crawled and managed properties are mapped. Managed Properties: Map Attributes When content is crawled. We recommend that you do this because the changes that are made in SharePoint are overwritten every time that a new publishing is performed in Microsoft Dynamics AX. 5-6 1. . Reference Links: For more conceptual information about crawled and managed properties. Lesson Objectives The objectives are as follows: Describe how search-driven Web Parts and display templates are managed. Web Parts and Display Templates This lesson describes how search-driven Web Parts and display templates are used to present content in the online storefront. In the Online stores list. follow these steps. In Diagnostics (on the left side column). double-click a store. 2. Describe how search-driven Web Parts and display templates can be used to create dynamic pages and manage metadata. Click Retail > Common > Retail channels > Online stores. managed properties are the specifications of the items in the library or list.com/enus/library/jj613136). such as Title. 4. refer to the article on automatically created managed properties in SharePoint Server 2013 (http://technet. Click the Search Service application (link). Click Map attributes. This explicitly controls names for the managed properties (only managed properties are included in search results).microsoft. In Microsoft Dynamics AX. We recommend that you maintain and control managed properties from Microsoft Dynamics AX. Color. click Crawl log. In a catalog. You can specify settings for managed properties to affect how content appears in Search Web Parts and in search results. or Product Category.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 3. to control managed properties. the metadata of the items that are crawled is represented as crawled properties. The attributes are mapped to the managed properties on the SharePoint site. 5-7 . These options determine how the value of this attribute is saved in the search index on the SharePoint site. select the options that indicate how the attributes for each category or channel product should behave in the online store on the SharePoint site. retrieved. for each category in the online store. and queried. and if and how this attribute appears in the online store pages. sorted.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT 3. you can select whether an attribute can be searched. For example. refined. In the Map attributes form. Yes – active: Enables sorting Use for large result sets that the result set based on the cannot be sorted and retrieved (if not already set to Refinable) property before the result set is at the same time. Enable this setting for managed properties that are managed properties that are Yes. The content of this simple query for "red" returns items that contain the word managed property is included in the full-text index. without having to do a full recrawl when you switch. Yes Yes. The managed property name "color". from disabled to enabled. Enables querying against the "red" and items whose color property contains "red". You you can set up Author as a must manually configure the refiner in the web part. from disabled to enabled property as a refiner for search property is set to Refinable. from disabled to enabled . must be included in the query. If the managed property is specific managed property. the query must contain "color:red".latent: Enables switching refinable to active later. Yes . a content of the managed property. Yes . either specified in the query itself or included in the query Retrievable Refineable programmatically. Yes – latent: Enables switching sorting to active later without having to do a full re-crawl when you switch. Enables the content of this Enables the content of this managed property to be managed property to be returned in search results. relevant to present in search relevant to present in search results. Enable this setting for returned in search results. refiner in your search frontend later.active: Enables using the If the “color” managed Yes. from disabled to enabled. 5-8 Yes. Both options require a full Sortable crawl to take effect. Both options require a full crawl to take effect.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Managed property What it does Example Full crawl or reindex setting SharePoint list/library required after changing setting Searchable Queryable Enables querying against the If the property is "color". (if not already set to Sortable) results in the front end. returned. results. top navigation. The two types of templates include the following: Control display templates control the layout of search results and any elements that are common to all results such as paging and sorting. breadcrumbs. you can use display templates to change how search results appear on the page. The information to be displayed is inserted into the page in JSON format. A page layout is a template for a specific type of page in your site. Pages are structured so that content authors cannot make changes outside page fields. o o o Authors can create pages and add content to the page fields. In the search-driven pages scenario. These elements can include the header and footer. These templates also control the styling and behavior of those search results. The structure of a SharePoint page includes the following three main elements: Master pages define the shared framing elements for all pages in the site. As its name implies.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT Page Model SharePoint uses templates to define and show the pages that a site shows. search box. The master page remains consistent as visitors browse the site. The Content Search Web Part uses many styling options to display dynamic content on SharePoint pages. such as the Content Search Web Part. the SharePoint page also contains the following: Search-driven Web Parts. Display templates are code examples of HTML and JavaScript that show the information that is returned by SharePoint. a page layout defines the layout or structure for the body of a page. and other branding elements. site logo. Each Content Search Web Part is associated with a search query and shows the results for that search query from the search index. Page layouts define the layout for a specific class of pages. and the authors can add Web Parts to any Web Part zones or Rich Text Editors. Display templates control the managed properties which appear in the search results of a search-driven Web Part. The Content Search Web Part (CSWP) is a Web Part that is introduced in SharePoint 2013. Pages are created from a page layout by authors who add content to page fields. 5-9 . In other words. such as a product gallery page or a product details page. PAGE LAYOUT. and Page with Web Part figure shows the Master Page. such as Product gallery and Product details that are already bound to the search index. Some of these Web Parts are already associated with the Commerce Runtime services and other services. you can dynamically present information that is stored in the search index.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Item display templates control how each search result is displayed and repeated for each result. FIGURE 5. AND PAGE WITH WEB PART Search-Driven Web Parts With search-driven Web Parts. The presentation of data in the Content Search Web Part is controlled by display templates. Customizable controls that are included with the starter online store include the following: 5 . Page Layout. A set of out-of-the-box (OOTB) reusable Web Parts is included with the storefront. The Master Page. page layout and page with a web part. The display templates are located in the Master Page Gallery together with master pages and page layouts.10 .3: MASTER PAGE. com/en-us/library/dn194016. refer to the TechNet article about Controls. (http://technet.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT Control type: Available in starter store: Page layouts My account Order history Product details Product gallery Product quick view Address edit Associate customer Change password Checkout confirm Facebook logon Display templates Item_ProductDetails Item_ProductGallery Item_ProductQuickView Web Parts Add to cart Checkout Promotion code Submit order Mini shopping cart Shopping cart Address Customer Reference Links: For more information about customizable controls in the starter online store.aspx) 5 .microsoft.11 . FIGURE 5. The Tool Pane of Content Search Web Part figure shows a Content Search Web Part. styles. and the behavior that you define.12 .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Content Search Web Parts use two types of display templates. control and item. you can create custom display templates that use layouts. 5 .4: TOOL PANE OF CONTENT SEARCH WEB PART As part of the design or branding of the site. 13 . 5 . The Control Template Outlined on Web Part and WebPage figure shows the control template that is outlined on a web part and on a webpage. view options. The control template also includes functionality that is common to all the search results.5: TWO DIAGRAMS OF CONTENT SEARCH WEB PARTS Control Display Template The control template determines the overall structure and layout of how you want to present the search results. This includes paging. Each Content Search Web Part uses one control template. and separators.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT FIGURE 5. such as a list including paging or a slide show. sorting. Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 FIGURE 5. a product name as a hyperlink.14 .6: CONTROL TEMPLATE OUTLINED ON WEB PART AND WEBPAGE Item Display Template The item template determines how each result in the set is displayed. a video. and the template is repeated for each result. the item template displays three managed properties—a small-sized image. and other content. An item template can display an image. The item display template also determines the managed properties and the values that the Content Search Web Part shows. an image with text. 5 . The Item Templates Outlined on Web Part and WebPage figure shows the item templates outline on a web part and on a webpage. and a brief text description. In this example. and Web Parts. Query Rules This lesson describes query rules and how the query rules are used to support content. Lesson Objectives The objectives are as follows: Describe how query rules works. has a corresponding page layout file that is known as WelcomeLayout. Examples of this might be to narrow the results or change the order in which 5 . Apply query rules in an e-commerce scenario. you specify conditions and correlated actions. Query Rule Conditions and Correlated Actions In a query rule.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT FIGURE 5. Welcome.7: ITEM TEMPLATES OUTLINED ON WEB PART AND WEBPAGE The starter store provides several master pages.aspx. the search system performs the actions that are specified in the rule to improve the relevance of the search results.microsoft. and each page has a corresponding page layout. When a query meets the conditions in a query rule. Reference Links: For more information about how to customize the online store. the welcome page for the site.15 . display templates.com/EN-US/library/dn387566. You can customize the master templates and page layouts and create your own in addition to the prebuilt templates and layouts. refer to http://technet. For example.aspx. page layouts.aspx. Each page layout uses a specific master page. “and define a rule that says. or instruction manual x. You can then easily use “Query More Common in Source.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 results appear. “if someone types ‘camera.8: QUERY RULE TO SUPPORT CERTAIN RESULTS Another example might be that you have several instruction manuals on the site for which you have defined a specific content source. “If someone types in manual. 5 . a query rule condition can be based on “Query Matches Keyword Exactly.16 .’ show camera x on top”). support results from the Source manuals” (in other words. instruction manual. show the results on top).” you might want to show the camera that you have in stock on top (so you would define a rule that says. For example. FIGURE 5.” In other words. if someone types a keyword such as “camera. the query rule is applied. the user is probably not searching for a document that contains the words "download. The term must be at the beginning or end of the query." and "datasheet.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT Several defined query conditions can be used to support content. You type "picture. When a user types "download Contoso Electronics datasheet" in a search box. type one or more phrases separated by semicolons. select a Query Matches Dictionary Exactly Select Action term is one of these phrases. Select Action term is an entry in this dictionary." "Contoso. When a user types "download Contoso Electronics datasheet" in a search box. A word that a user types in a search box matches an entry in the 5 . In the Query exactly matches one of these phrases text box. The query rule applies when a user types. pic" in the Query contains one of these phrases box. Specify the action term that causes the query rule to be applied by doing one of the following: You type the word "download" in the Action term is one of these phrases text box. Query conditions include the following: Query condition Description Configuration Example Query Matches Keyword Exactly Select this option if you want the query rule applied when a query exactly matches a word or phrase that you specify." "Electronics. The rule is not applied if a user types "pictures" or "sunny picture. the user is probably trying to download a Contoso Electronics datasheet. select a term from a term set. and then click Import from taxonomy." "Electronics. and type one or more phrases." Instead." and "datasheet" are passed to the search index. and only the words "Contoso.17 . "picture" or "pic" in a search box." Query Contains Action Term Select this option if you want the query rule applied when a query contains a term that indicates something that the user wants to do. In the Import from taxonomy dialog box. and then click Save. Select this option if you want the query rule applied when the query exactly From the Query contains an entry in this dictionary menu. and the next most recent micro blog post as the second supported result. select a result source. preconfigured People Names dictionary. . select a result type. you specify a regular expression in the Query matches To match all telephone numbers that are in the format nnn-nnn-nnnn. Result Type Commonly Clicked Select this option if you want the query rule applied if other users frequently click a particular result type after they type the same query. click Import from taxonomy. and so on.18 Description Configuration Example matches a dictionary entry. In the Commonly clicked results match result type box. select Local Video Results. select a term from a term set. you might want to configure the most recent micro blog post as the first supported result. In the Query is more likely to be used in this source menu. In the Commonly clicked results match result type menu.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Query condition 5 . To specify a different dictionary. The query rule is applied if a user types the word "training" in a search box and that word is frequently typed in a search box in the Videos vertical. you specify the regular expression "\(?(\d{3})\)??(\d{3})-(\d{4})". and then click Save. or a dictionary entry to To match all telephone numbers that are in a certain format. Advanced Query Text Match Select this option if you want to use a regular expression. If users frequently click a micro blog post in search results. In the Query is more likely to be used in this source menu. dictionary. Query More Common in Source Select this option if you want the query rule applied if the query is frequently issued by users on a different result source that you specify. select SharePoint Micro Blog post. Then from the Import from taxonomy dialog box. a phrase. then in the Actions section. On the Add Query Rule page. Expand the Context section. To add a result source for the query.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT Query condition Description cause the query rule to be applied. By default. 5. On the Manage Query Rules page. 3. In the Context section. follow these steps: 5 . click Add category. for example. To browse to the Manage query rules page for a site. in the General Information section. select All sources. click Show more conditions. In the Import from Taxonomy dialog box. Configuration Example this regular expression box. and then click Save. in the Site Administration section. select a result source for the new query rule. 2. select a result source. To restrict query rules. follow these steps. select one source. To restrict the query rule to a user segment. and then click Save. 3. 2. To apply the query rule to all result sources. follow these steps. follow these steps. select from the following: I. 1. 1. In the Add Source dialog box.19 . select a term so that when you include the term in a query the query rule will be applied. To restrict the query rule to categories. click Query Rules. On the Settings menu for the site. click Site Settings. On the Site Settings page. To apply the query rule to one or more specific result sources. type the name for the query rule. To create a query rule. Verify that the user account that performs this procedure is a member of the Owners group for the site. 3. To restrict the query rule to a category. 2. II. and then specify how to restrict the query rule. click Add Source. 1. 4. Click New Query Rule. to specify that a query rule should apply only when a term from the managed navigation term set is included in the query. in the Rule name field. the result source that you specified earlier is selected. in the Select a Result Source menu. However. a rule is active until it is manually deactivated. in the Title field. iv. ii. Decide when to make the rules active. click Remove Condition if you want this rule to be applied for every query user’s type inside any search box in the site collection. v.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 i. Select one of the conditions listed in the table shown earlier. The two types of refiners (both are based on managed properties) include the following: 5 . Refiners and Faceted Navigation This lesson describes how dynamic navigation and facets work and how they are used. By default. you can also control when a rule is active by using a schedule. Refiners are based on managed properties from the search index and are managed through the Publishing Portal site collection. In the Import from taxonomy dialog box. b. This can be very useful when a query rule must be active for a set period. Click Add User Segment. In the Query Conditions section. For example. c. Lesson Objective The objective is to describe the basic concepts that are related to dynamic navigation and facets. type the title for this rule. follow these steps: a. Refiners You can add refiners to a page to help users quickly browse to specific content. In the Add User Segment dialog box.20 . Click Save. iii. select a term that represents a user segment that will cause the query rule to be applied when it appears in a query. for example when certain products should be on sale. Click Remove Condition to configure this query rule to be applied for every query that users type at the level at which you are creating the rule. if you are creating this rule for a site collection. Adding refiners for faceted navigation is performed on the tagging term set on the authoring side. each with specific requirements. in the Site Administration section. when the refiner's label appears. By default. Because the Content Search Web Part uses search technology to display search results. all children of a term inherit refiners that are added to a parent term.21 . To enable a term set for faceted navigation. Enable a Term Set for Faceted Navigation To configure refiners for faceted navigation. click Term store management. 5 . 3. On the Site Settings page. 1. on a product site. 4. on the Settings menu. you must first enable the relevant term set for faceted navigation. it is helpful to use the tagging term set as a guide. the number of pixels might be of interest. many product categories are handled. The Content Search Web Part is used to display content on the category page. An example is brand or color that applies to all products. In the Taxonomy Term Store section. For example. In the Contoso scenario. click Site settings. These refiners are frequently used on a search results page to narrow search results. If that is not what you want. the label displays the name of the Managed Property.” You can override this inheritance to add or remove refiners for a child category. such as "Camcorders” or “Camera accessories.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT Stand-alone refiners Refiners for faceted navigation Stand-alone refiners are usually applied in scenarios where you have unstructured content. you must specify the label that will be displayed for the label that corresponds to the managed property. Verify that the user account that performs this procedure is a member of the Designers SharePoint group on the authoring site collection. and where the refiners can be applied across all content. However. whereas the hard disk drive is important for computers. By default. select the term set that you want to enable for faceted navigation. this is the Product Hierarchy term set. Perform this procedure on the authoring site collection. you can use refiners to narrow search results that appear in the Content Search Web Part. follow these steps. a refiner that is added to the term "Cameras" applies to all its children. 2. For cameras. On the authoring site collection. When you specify the refiners to use in a specific category. you can add refiners to all terms or to specific terms in a term set. Click Save. and then click the term to which you . On the Refinement Configuration page. 3. and also to specify the order in which you want the refiners to appear. click the term set that you have enabled for faceted navigation. 3. If you have specified an alias for a managed property that can be refined. 7. and then select Use this Term Set for Faceted Navigation.22 1. on the Settings menu. 6. and then click Save. 5 . 5. follow these steps. use the buttons to select the refiners that should be added to the term set. and then click Customize refiners. Click OK to close the Refinement Configuration page. this alias is displayed in the Configuration section. Verify that the user account that performs this procedure is a member of the Designers SharePoint group on the authoring site collection. 1. click Site settings. 4.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 5. in the Site Administration section. 2. specify how you want each refiner to appear. To add refiners to all terms in a term set. follow these steps. In the Taxonomy term store section. In the Configuration for section. Perform this procedure on the authoring site collection. on the Settings menu. click Term store management. 8. 2. in the Site Administration section. Add Refiners to a Term Set When you configure refiners for faceted navigation. Click the Indented use tab. On the Site Settings page. 4. On the authoring site collection. 6. On the authoring site collection. click Site settings. Click the FACETED NAVIGATION tab. In the TAXONOMY TERM STORE section. click the term set that you have enabled for faceted navigation. in the Available refiners section. Verify that the user account that performs this procedure is a member of the Designers SharePoint group on the authoring site collection. click Term store management. On the Site Settings page. To add refiners to specific terms in a term set. Click the Faceted navigation tab. click Search. 1. and then click Save.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT want to add term-specific refiners. and then click Edit Page. 5. Browse to the page where you want to add the Refinement Web Part (RWP). 4. 3. click Refinement. click Add a Web Part.23 . and then click Customize refiners. use the buttons to select the refiners that should be added to the term set. 6. in the Available refiners section. 9. specify how you want each refiner to appear. follow these steps. Click OK to close the Refinement Configuration page. In the Web Part Zone where you want to add the Web Part. 5. you have to configure the Web Part accordingly. When you add the Refinement Web Page to a page. On the Refinement Configuration page. 2. and then click Stop inheriting. In the Parts list. 7. In the Configuration for section. and also to specify the order in which you want the refiners to appear. 5 . Click the Faceted navigation tab. Click the Settings menu. In the Categories list. it shows some default properties. To add a Refinement Web Part to a page. it appears in the Configuration section. Because you want to use refiners that are specific to the store. If you have specified an alias for a refinable managed property. and then click Add. 8. select “Use the refinement configuration defined in the Managed navigation term set. there are two ways refiner values can be displayed—as a list or grouped in intervals. in the Refiners section. and then Save the page. In the Web Part (refiners). For example. 2. follow these steps. we recommend that you display the numeric refiner values as intervals.24 . How to Display Refiners Generally. FIGURE 5. However. click the Web Part Menu. consider all the refiner values for a refiner such as Price. 5 . and then click Edit Web Part. In the Web Part tool pane. Click OK.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 To configure refiners. For refiners such as brand or zoom.” 3.9: WEB PART TOOL PANE 1. when you use numeric refiner values. you can usually show these refiners as lists. Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT FIGURE 5.11: DISPLAY REFINERS .10: DISPLAY REFINERS – AS A LIST FIGURE 5.25 .GROUPED It is important to define how you want the refiner values to be displayed because 5 . Query Suggestion and Query Spelling Lesson Objectives The objectives are as follows: Describe how query suggestion and query spelling works. select Custom. and then click Save. By default. In the Configuration for section for Intervals. When you manually add query suggestions by using the steps in this procedure. 1. Add Phrases that are Always or Never Used as Query Suggestions To add phrases that are always or never suggested to a user as he or she performs a query. A query suggestion appears only if it contains at least one of the words that are typed. 3. Additionally. 2. Configure query suggestion and spelling. Query Suggestions Query suggestions. 4. Query suggestions appear in a list in the Search Box as the user types a query.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 the different display options are connected to the property type. you first have to create one or several text files that contain these 5 . follow these steps. the automatically generated query suggestions can be different for each result source and for each site collection. Click OK to close the Refinement Configuration page. are suggested phrases for which users have already searched. This can be one result.26 . the query suggestions are added on the Search service application level. Click the refiner for which you want to set ranges. To set ranges for refiner values. also known as search suggestions. or any combination of results for that query. and then type the ranges in the Thresholds box. the query suggestions apply to all result sources and all site collections. Browse to the Refinement Configuration page. the search system automatically creates suggestions for a query when users have clicked the results for that query at least six times. Therefore. The search system generates query suggestions daily for each result source and for each site collection. in the Selected refiners section. click Query Suggestions. To add phrases that are always or never used as query suggestions. 7. select the language of the query suggestions that you always want to suggest. In the Always suggest phrases section. In the Never suggest phrases section. On the Manage Service Applications page. On the Manage Service Applications page. 8. 5 . Browse to the file that you want to import and then click OK. 8. 2. click the Search service application. in the Queries and Results section. 5. select the language of the query suggestions that you never want to suggest. follow these steps. follow these steps. in the Queries and Results section. 3. and then click OK. click Import from text file. Browse to the file that you want to import. On the home page of the SharePoint Central Administration website. On the Search Administration Page. click Import from text file. Verify that the user account that is performing this procedure is an administrator for the Search service application. click Query Suggestions. 1. you must import the text files into the search system. In the Language for suggestion phrases section. click Manage service applications. Click Save Settings. in the Application Management section.27 . You must add each phrase as a separate line in the text file that you create. 4. 1. 6. Click the Query Suggestion Settings page. Note: If you import a text file that has phrases for query suggestions. 9. The Query Suggestion Settings page opens. The Query Suggestion Settings page opens. 6. Then. you overwrite any existing query suggestions in the search system. in the Application Management section. 5. 2. On the Search Administration Page. 7. On the home page of the SharePoint Central Administration website. In the Language for suggestion phrases section. 4. Verify that the user account that is performing this procedure is an administrator for the Search service application. click the Search service application. Open the Query Suggestion Settings page. click Manage service applications.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT phrases. To add phrases that are never used as query suggestions. 3. follow these steps. The query spelling exclusions and inclusions lists are managed in the Term Store. However. Note: By default. 4. query spelling suggestions are never displayed. The Query Suggestion Settings page opens. These query spelling suggestions are based on the closest matches in the default spelling dictionaries and the Query Spelling Inclusions list. On the Manage Service Applications page. in the Application Management section. clear the Show search suggestions check box. 2.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 9.28 . On the home page of the SharePoint Central Administration website. 1. Verify that the user account that is performing this procedure is an administrator for the Search service application. this action might require 10 minutes for any changes to the Query Spelling Exclusions or the Query Spelling Inclusions list to take effect. click Query Suggestions. On the Search Administration page. 6. 7. click Manage service applications. This is also known as "Did you mean?" For example. 5. in the Queries and Results section. To disable query suggestions. the search results page displays query spelling corrections. For terms that you enter in the Query Spelling Exclusions list. 3. Click Save Settings. Although you can edit the Query Spelling Inclusions and the Query Spelling Exclusions list. To enable query suggestions. query suggestions are turned on. you cannot edit the default spelling dictionaries. click the Search service application. Query Spelling If a user enters a word in a search query that might be misspelled. Open the Query Suggestion Settings page. do one of the following: i. To enable or disable query suggestions. if someone enters a query that contains the word "laptop. 5 . ii. Click Save Settings.” the query spelling correction would be "laptop". In the Search Suggestions section. select the Show search suggestions check box. follow these steps. Do not create subterms for terms in the Query Spelling Inclusions list. 4. click Manage service applications. and then click Create Term. Term hierarchies will be ignored in this context. On the Manage Service Applications page.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT To access the Term Store Management Tool. To include terms in query spelling corrections. Note: Create a separate term for each query spelling correction exclusion. 2. 1. To exclude words from query spelling corrections. 3. 2. click the arrow to expand the Search Dictionaries menu. follow these steps. On the Search Administration Page. Do not create subterms for terms in the Query Spelling Exclusions list. To include words in query spelling corrections. 4. On the home page of the SharePoint Central Administration website. 5 .29 . click the arrow to expand the Search Dictionaries menu. On the Site Settings: Term Store Management Tool page. Term hierarchies are ignored in this context. in the Queries and Results section. click the arrow. 3. in the Application Management section. To exclude terms from query spelling corrections. click the arrow. and then click Create Term. add terms to the Query Spelling Inclusions list. On the Site Settings: Term Store Management Tool page. click Search Dictionaries. Type the word that you want to exclude in the box that appears. 3. follow these steps. 2. add the terms to the Query Spelling Exclusions list. Verify that the user account that is performing this procedure is an administrator for the Search service application. 1. Type the word that you want to include in the box that appears. Click anywhere on the page to add the term to the Query Spelling Exclusions list. Note: Create a separate term for each query spelling correction inclusion. 1. Click Query Spelling Exclusions. click the Search service application. Click Query Spelling Inclusions. The Term Store Management Tool opens. tracked by the usage events. 2. page. Usage events that are preconfigured include the following: Views – Number of views for a single item.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 4. click Query Spelling Exclusions or Query Spelling Inclusions. or document. The recommendations that are shown are based on how users previously interacted with a site. You can edit the names of terms in the Query Spelling Exclusions and Query Spelling Inclusions lists. 5. Every time that a user views an item. 1. page.30 Show recommendations or popular items on your site – By using recommendations. To edit a term. Usage Analytics and Recommendations Usage analytics in SharePoint Server 2013 automatically tracks how users view different items. the system issues a usage event and adds the event to the total and recent view counts for that item. The usage analytics information can help you configure recommendations on the site. 4. Double-click the term that you want to edit. or document is clicked when it is displayed as a recommendation. Recommendation Clicks – Number of times a single item. Click anywhere on the page to save the edited term. On the Site Settings: Term Store Management Tool page. or document appeared as a recommendation. Recommendations Displayed – Number of times a single item. follow these steps. you can guide users to other content that might be relevant to the users. 3. You can add recommendations to a page by adding one or . click the arrow to expand the Search Dictionaries menu. page. Click anywhere on the page to add the term to the Query Spelling Inclusions list. Depending on the list in which the term is located. based on how the users previously interacted with the site. Type the new name for the term. You can use the data that is generated by usage events in the following ways: 5 . follow these steps. 4. The Recommended Items and Popular Items Web Parts are especially designed to show recommendations. if people do not find what they look for (0 result queries). show items that have the most view events at the top of search results. In Diagnostics (on the left side column). Sort search results by the number of counts of a usage event – For example. and so on. a list of the most viewed pages in a library. click Farm search administration. Click Central administration > General application settings. 5 . click View usage reports. a search for several reports is created. The report shows the daily and monthly counts for each usage event—for example. View the usage event data in the Popularity Trends report – This report applies to a Site Collection. 1.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT more Web Parts. You can determine what generates top queries. 2.31 . By default. This information is valuable to use when updates are made to query suggestions. In Search. a Site or a single item in a library or list. Click the Search Service application (link). View the usage event data in the Most Popular Items usage report – This report applies to all items in a library and lists the most popular items for each usage event— for example. As a search administrator you can easily follow the trends over time. the total views of a page on a specific day. and more. To view the usage reports. query spelling. 3. refer to Overview of analytics processing in SharePoint Server 2013.com/en-us/library/jj219554 5 .microsoft.32 .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 FIGURE 5. http://technet.12: USAGE REPORTS Reference Links: For more information about analytics. 33 . Which component determines the managed properties and the values that the Content Search Web Part displays? ( ) The Content Search Web Part ( ) The Control display template ( ) The Item display template 5 .Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT Module Review This course highlighted the features that are provided by the Search in SharePoint 2013. 1. Test Your Knowledge Test your knowledge with the following questions. 34 This lab uses the Microsoft Dynamics AX 2012 R3 Demo Virtual Machine (VM) that is available on Partner Source at https://mbs. you will be able to perform the following: Explain the new Content Search Web Part.com/partnersource/northamerica/salesmarketing/demo-tools/virtualmachines/AX2012DemoToolsMaterials. Review the documentation to set up the VM before you complete the lab.pdf Technical Guide https://mbs. adaptive experiences that are offered by SharePoint Server 2013. Document Link Release Notes https://mbs. Define the Content Search Web Part.microsoft. Lab Setup Before you begin.microsoft. Objectives The goal for this lab is to familiarize you with the new concepts for Web Content Management (WCM) and Search in SharePoint 2013. search-driven. Describe how promotions can be used and how promotions are started. consider the following. Explain the basics of page templates.microsoft. This includes powerful.pdf . After you complete this lab.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Lab: Online Storefront SharePoint Administration Scenario The starter online store includes the patterns and best practices that are required to support production-ready deployments.com/files/customer/AX/Downloads/S ervicepacks/TechnicalGuideAX2012R3SolutionDemoPackag eV10. 5 .com/files/customer/AX/Downloads/S ervicepacks/ReleaseNotesAX2012R3SolutionDemoPackageV 10. The VM on Partner Source includes the following documentation. com/files/customer/AX/Downloads/S ervicepacks/DemoDataElementsMicrosoftDynamicsAX.pdf How to Set up Virtual Networking https://mbs2.microsoft.docx The default company that you must use for all labs is USRT.com/files/customer/AX/Downloads/S ervicepacks/AX2012R3SolutionDemoPackageOverview.microsoft. 1. you must also use the attached documents for any issues that are created by the outage of SharePoint 2013 Managed Metadata Service. follow these steps. Workaround for eCommerce issue related to outage of Managed Metadata Service (SharePoint). 2. you must change Web.config and the Master Page to edit the Content Search Web Part (CSWP).microsoft. 5 . Search for IIS Manager by using Windows key + Q to start to search the application in the modern user interface (UI). Type IIS and then the application shortcut will be displayed.com/fileexchange/?fileID=f817c2cef2a3-494c-9993-65571deafef1 In addition to the documents that are listed here.35 .Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT Retail Point of Sale User List https://mbs2.pdf https://mbs. you must log on to the SharePoint (SP) Virtual Machine (VM) as the Administrator with the following credentials: Username: CONTOSO\Administrator Password: pass@word1 To complete this lab. To connect to the lab environment.microsoft.config. Click to open IIS Manager. To change the Web.com/fileexchange/?fileID=cf70c1d3b430-4f1d-8afe-98b8389df94a Sample Data https://mbs. 4. In the newly opened text box.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 5 .36 3.config with Notepad. open the Web. and then click the Explore option. Select the website Out of box Store front – Internal and right-click in this website. . aspx (Please note port 40003) 2. follow these steps. On the Site Settings | Master Page Settings page. 1. On the following line.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT 5. On the following line.37 .0 : <httpRuntime maxRequestLength="51200" requestValidationMode="2. select the Seattle master page as the default setting. 3. Select Master Page on the menu.0" /> To change the Master Page settings. set the validateRequest attribute to false: <pages enableSessionState="false" enableViewState="true" enableViewStateMac="true" validateRequest="false" clientIDMode="AutoID" 6. Click OK to save the change. set the requestValidationMode attribute to 2. 5 . Browse to Site Settings at http://ax2012r2a:40003/sites/RetailPublishingPortal/_layouts/15/settin gs. 4. 1. follow these steps. . NOTE: To perform these tasks.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Exercise 1: Configure Content Search Web Part on a Category Page Exercise Scenario In this exercise. Task: To edit the Content Search Web Part. you must be logged on to the Contoso Publishing portal as the Administrator. you will learn how to configure the Content Search Web Part to return the correct content in the online store. 5 . You can also use the URL http://ax2012r2a:40003/sites/RetailPublishingPortal. The content must relate to the product category that the user has selected in the navigation menu.38 Browse to Cameras->Digital SLR Cameras. View the documentation for the system that you are working on for more information about how to perform as the Administrator. and then click Edit Web Part. click the Web Part Menu. In the Edit Page dialog box that appears. 5. 4. select Edit Page Template. In the upper-right corner. 5 . 3. Scroll down until the web part that contains the products appear (some cameras should be shown). click the settings icon and select Edit Page from the drop-down menu that appears.39 . In the Web Part.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT 2. 40 . The page now shows the settings for the CSWP. select Change query.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 You should receive a page that resembles the following: 6. the results that are displayed are the same products that are displayed on the store front end. Notice. In the Content Search Properties dialog box (this appears in the upper-right corner of the page). that in the RelevantResults section. 5 . 8. This is a predefined result source that lists all products in the product catalog. the Retail Listings result source is preselected. In the Add additional filters.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT In the Select a query drop-down list box. 5 . In the Restrict by tag section. The result preview should now contain only products that include southridge. Select Don’t restrict by any tag. 7. the results change according to the radio buttons that you have selected. type southridge and then click outside the text box to force an update. if you select any radio buttons. The result preview update should be visible.41 . (this includes the filter term that you have selected) is visible. 5 . Click Cancel to delete the changes that you made.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 9. the whole query that is sent to search to populate the product page. Now. Select the TEST tab at the top of the page.42 . 10. In SharePoint. browse to Site settings -> Master Pages and page layouts (This should be on the Web Designer Galleries in the Site Settings page. 1. you will learn how to configure the display template for the Content Search Web Part.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT Exercise 2: Verify the Display Template Exercise Scenario In this exercise. 2. So. Display templates are used to control how content should be displayed in a Content Search Web Part (CSWP). follow these steps. when you customize a display template. 5 . aspx?Target={SiteCollectionUrl}_catalogs/masterpage. Remember that the content that is displayed in a CSWP is composed of search results that are returned and based on the query that is defined in the Web Part. you are customizing how search results should be displayed in the Web Part. You can use the URL http://ax2012r2a:40003/sites/RetailPublishingPortal/_layouts/15/RedirectPage. Task: To verify Contoso design templates.43 . 44 .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 3.js (JavaScript) file is automatically created for each display template. Also notice that an associated . You can open any files and view the contents. (This is an optional step). 4. Click Library > Open with Explorer. Select the Display Templates folder. 5 . This folder contains the Contoso Electronics templates that are used to display the site. Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT 5 .45 . use the link http://ax2012r2a:40003/sites/RetailPublishingPortal/cameras/digital-slr-cameras (Note port 40003. Now. the site will not resemble the site that is shown in the following screen: 5 .46 . make sure that you delete the changes before you continue. This returns you to the main page of the Contoso Electronics site. 6. Browse to the main site by clicking the logo in the upper-left corner (you might have to click Browse to view the logo). If you make changes.” To browse directly to this page. you must determine how the CSWP is configured to use the display templates. Browse to “Digital SRL Cameras.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 5.) Because the site layout changed through the master page earlier. To view the pages that use the same template page. the site resembles the site that is shown in the following screen: 7. Now. all the category pages that use the same template page are visible. However. The Page URLs window opens.47 . This functionality lets you make a change in only one place. click the “View Affected URLs” link. The Edit Page screen appears with a message that states “You’re about to edit a page that’s used for multiple URLS.” 8.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT Instead. the change is shown in each product category 5 . Click Settings > Edit Page. Close the Page URLs window to continue. 11. On the Item menu.48 . 13. In the Web Part. Now. Return to the Edit Page screen. and then click “Edit Page Template”. 12. Click OK. you have to verify the item display template.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 9. 10. click the Web Part Menu > Edit Web Part. and then save the page 5 . verify that the Product Gallery Item Template is selected. 49 . When you customize a display template. (This should be on the Web Designer Galleries in the Site Settings page. (This is an optional step. you will learn how to deploy your own item display template and configure the display template for your Content Search Web Part. you can control how each item (in this scenario) is shown on screen. Remember that the content that is displayed in a CSWP is composed of search results that are returned based on the query that is defined in the Web Part. follow these steps. 1. browse to Site settings > Master pages and page layouts. you are customizing how search results should be displayed in the Web Part. 5 . Task: To create your own item display template.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT Exercise 3: Create Your Own Item Display Template Exercise Scenario In this exercise.) Select the Content Web Parts folder. In SharePoint. Click Library > Open with Explorer. 3. By providing your own template. Display templates are used to control how content should be displayed in a Content Search Web Part (CSWP). 2. you will edit a copy of the file Item_ProductGallery. 5.html edit. In Item_ProductGallery_Custom. Add style="background-color: red" to the div tag on line 127.50 .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 4. 5 . ii. if the folder is not displayed in Windows Explorer. you must open the library in Windows Explorer. download a local copy and make the edits on the local copy. To perform this edit. name it Item_ProductGallery_Custom. Title – Add the word custom.html.html.html. Now. Make a copy of the file Item_ProductGallery. use Notepad to make the following edits: 6. Or. i. by using the URL http://ax2012r2a:40003/sites/RetailPublishingPortal/cameras/digital-slrcameras. return to SharePoint. and browse to a product page. view the documentation that is available on TechNet. . After the file is saved. Note: If you have not used the Windows Explorer mode. 5 . Select Edit page.51 . Scroll down the page to the Product Gallery Web part and select Edit Page in the right-side corner of the web part. For more information about how to upload a file. 9. 8. Save the file and exit Notepad. you must upload the file.Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT iii. 7. Select the Display Templates folder. Scroll down to view the product listing change according to the selected template. the Custom Product gallery item template should be visible.Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 10. 13. 11. In the Display Templates section on the Item.52 . Scroll back up the page to view the Properties dialog box. 5 . 12. Select the template. Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT 14. you can select other templates to determine how the rendering is affected.53 . 5 . When you are finished. click Cancel to delete the changes. If you want to examine the template. 54 .Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Test Your Knowledge Solutions Module Review and Takeaways 1. Which component determines the managed properties and the values that the Content Search Web Part displays? ( ) The Content Search Web Part ( ) The Control display template (√) The Item display template 5 . The module focuses on the online store topologies. You must carefully plan the system topology before you deploy the e-commerce solution. 6-1 . This module includes the following lessons: E-commerce deployment Online store topology Objectives The objectives are as follows: Explain the e-commerce deployment topology considerations. The development. response time. testing. and production environments should be improved for throughput. and availability. Review reference and examples that are used to plan the topology for an online store implementation. The Retail components are located in the headquarters office and on the SharePoint Server 2013 farm that is used for the online store. scalability. server roles.MODULE 6: E-COMMERCE DEPLOYMENT TOPOLOGY Module Overview The e-commerce deployment includes the Microsoft Dynamics AX 2012 for Retail components. and the increased availability and performance considerations. This module discusses the considerations that are used to plan the deployment topology for the e-commerce solution. 1: OMNI-CHANNEL DEPLOYMENT TOPOLOGY Depending on the business requirements for the e-commerce solution. The Multiple Online Store Datacenters figure shows the topology that includes multiple online store datacenters. For example. 6-2 . the deployment can include several data centers. The lesson also describes the server roles for the Microsoft Dynamics AX 2012 for Retail components that are used for the headquarters office and the SharePoint Server 2013 farm for the online store. Omni-Channel Topology The Omni-Channel Deployment Topology figure shows a high-level view of the Omni-channel deployment topology. Europe. such as the Americas. This topology is for online stores and brickand-mortar stores. and Asia. FIGURE 6. Lesson Objective The objective is to explain the e-commerce deployment topology considerations in Microsoft Dynamics AX 2012.Microsoft Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 E-commerce Deployment This lesson describes the Omni-channel deployment topology considerations for Microsoft Dynamics AX 2012 for Retail. data centers located in different geographies. 2: MULTIPLE ONLINE STORE DATACENTERS E-commerce Infrastructure Architecture The Server Roles figure shows the logical infrastructure architecture and the main server roles for the e-commerce solution implementation.3: SERVER ROLES The Server Roles figure also shows the Microsoft Dynamics AX 2012 for Retail components for the headquarters office and the SharePoint Server 2013 farm that is used for the online storefront.Module 6: E-COMMERCE DEPLOYMENT TOPOLOGY FIGURE 6. The server roles that are shown in the Server Roles figure are described in the following table: 6-3 . FIGURE 6. A channel database holds only the data that is required for retail transactions.aspx. This includes the Microsoft Dynamics AX database that stores transaction and reference data. such as online stores or brick-and-mortar stores. and applications. Online Store: Microsoft SharePoint Server 2013 SharePoint Front End 6-4 SharePoint 2013 front end servers. AOS also hosts Microsoft Dynamics AX services and the workflow system. Based on a distribution schedule. Microsoft Dynamics AX 2012 Commerce Data Exchange (CDX) Async Server Commerce Data Exchange is a system that transfers data between Microsoft Dynamics AX and retail channels.microsoft.Microsoft Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Server Role Description Head Office: Microsoft Dynamics AX 2012 for Retail Microsoft Dynamics AX Applicatio n Object Server (AOS) AOS controls the communication between Microsoft Dynamics AX clients. refer to http://technet. and a model store that stores all application functionalities for Microsoft Dynamics AX and includes customizations. Microsoft SQL Server changes the tracking on tables and is used to determine the data that must be packaged and sent to channels. data packages are generated from Microsoft Dynamics AX and deposited in a working folder. For more information.com/EN-US/library/dn741449. databases. Commerce Data Exchange Async Server handles the asynchronous data exchange at the headquarters office. The database that stores data for a retail channel is separate from the Microsoft Dynamics AX database. SQL Server (Microsoft Dynamics AX DB) Database server that hosts the Microsoft Dynamics AX database. You can deploy AOS on a single computer or create a load-balanced cluster of multiple AOS instances. . 6-5 . SQL Server (SharePoin t DB. refer to http://technet. If there is new data. Depending on specific requirements. Async Client requests for data to be downloaded. IIS is a feature of Windows Server. The Enterprise Portal requires Internet Information Services (IIS). The domain controller server role is not shown in the Server Role figure. Async Client takes the data from the working folder and applies the data to the local channel database. Note: Microsoft Dynamics AX 2012 requires the Active Directory domain controller (DC) that is a prerequisite for installing Microsoft Dynamics AX. A set of websites is provided that is known as the Enterprise Portal for Microsoft Dynamics AX.com/ENUS/library/dn741439. additional server roles might be deployed in the headquarters office. Microsoft Dynamics AX Commerce Runtime (CRT) Microsoft Dynamics AX Commerce Runtime uses business processing for the online store and serves as the intermediary between Microsoft Dynamics AX and an online store. Microsoft Dynamics AX 2012 Commerce Data Exchange (CDX) Commerce Data Exchange Async Client handles asynchronous data exchange for a channel. Async Client Async Client also uploads sales transactions from the channel to Microsoft Dynamics AX.Module 6: E-COMMERCE DEPLOYMENT TOPOLOGY Server Role Description SharePoint Back End SharePoint 2013 Microsoft Dynamics back end servers. For more information. Data transfer is started by the client. At a configurable interval.aspx. CRT DB) Database server that hosts SharePoint databases and the CRT database.microsoft. The additional server roles are described in the following table: Server Role Enterprise Portal for Microsoft Dynamics AX Description Enterprise Portal provides web-based access to the Microsoft Dynamics AX data and functionality for business users. microsoft. SQL Server Analysis Services (SSAS) Microsoft SQL Server Reporting Services is the primary reporting platform for Microsoft Dynamics AX. This helps guarantee that the deployment is successful. Microsoft SQL Server Analysis Services is a server-based solution that provides functionality for online analytical processing (OLAP). The scale-out options include clustering or multiinstance. Reference Links: For more information about how to plan the Microsoft Dynamics AX system topology and sample deployment scenarios. Some factors include the total average number of transactions that are processed for each work hour. you must have a good understanding of the organization or the customer requirements. Headquarters Office Infrastructure Considerations When you deploy the Microsoft Dynamics AX e-commerce solution. you can also combine multiple components on the same server. SQL Server Reporting Services (SSRS). the server components in the head office support scale-out options. such as the type and number of drives How many Application Object Server (AOS) clusters How many AOS instances in a cluster How many batch servers Network capacity . This helps make good decisions as you plan the solution implementation. and the transactional volume for when you plan the hardware and software components.com/en-us/library/dd309725.aspx . For smaller implementations.Microsoft Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Server Role Description Microsoft SharePoint Foundation and Microsoft SharePoint Server. You must carefully consider the performance requirements for the deployment during the planning stage. OLAP reports help users analyze business data and identify trends that users might not discover if they view the data in traditional reports. refer to http://technet. You must consider several factors when you plan the hardware infrastructure for the Microsoft Dynamics AX deployment in the headquarters office. The hardware and software components include the following: 6-6 Database server infrastructure. Based on the performance requirements. The performance tests included many functional scenarios across different client and integration technologies and provided a view of the core retail scenarios.microsoft. You must also determine whether there are any integration points to internal or external applications. refer to http://technet. a sales order that has 100 line items is considered 100 transactions. you must estimate how many transactions are generated by the online store and how many corresponding transactions could be triggered.aspx. Microsoft performed a series of performance tests to help customers and partners better size capacity for the infrastructure that they required for their implementations.aspx. This volume of transactions must be factored into the infrastructure and topology planning. For example. the SQL Server environment and storage subsystem must be configured correctly. Several performance benchmarks can help you plan the hardware infrastructure. Reference Links: For more information about how to plan the hardware infrastructure for Microsoft Dynamics AX deployments. a transaction is the processing of a single line item. The benchmark tests results are published on the Partner Source website and in the Microsoft Dynamics AX 2012 Retail Performance white paper that is available for download.com/ENUS/library/dd309734. You must sign in to Partner Source to download the white paper. As part of the release process for Microsoft Dynamics AX 2012 R2. refer to http://technet. a large volume of transactions can originate from the integration with the logistics providers. The performance tests showcase how the solution can be scaled based on important business scenarios that are related to the retail industry.microsoft. For the best performance. When you evaluate the e-commerce transactional volume. The performance of the database can significantly affect overall Microsoft Dynamics AX performance.Module 6: E-COMMERCE DEPLOYMENT TOPOLOGY Note: IMPORTANT: In Microsoft Dynamics AX. For example. 6-7 .com/EN-US/library/dd362104. Reference Links: For more information about how to configure SQL Server and storage settings. Reference Links: You can download the Microsoft Dynamics AX 2012 Retail Performance white paper from Partner Source at https://mbs.com/partnersource/global/deployment/documentation/white -papers/ax2012_retailperformance .microsoft. After the crawl component retrieves the content. SharePoint 2013 search components include the following: Crawl Content-processing Analytics-processing Index Query-processing Search administration The crawl component crawls the content sources.Microsoft Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Online Store Topology The online store is a search-driven site that uses SharePoint 2013 search technology to dynamically show content. The content-processing component processes crawled items and sends these items to the index component. Search Components The search architecture in SharePoint 2013 includes several search components and databases. Reference Links: For more information about crawling content sources and 6-8 . the crawl component passes crawled items to the content-processing component. the crawl component connects to the content sources by invoking the appropriate indexing connector or protocol handler. The contentprocessing component also performs linguistics processing such as language detection and entity extraction. The lesson also discusses the sample online store topologies and hardware sizing. You can crawl many content sources. and SharePoint content. The content-processing component performs operations such as document parsing and property mapping. file shares. Additionally. Lesson Objective The objective is to provide reference and examples to help you plan the topology for the online store implementation. Additionally. and transforms crawled items into artifacts that are included in the search index. This lesson begins with the overview of search components and then discusses the server roles that are included in the online store topology. To retrieve information. for example. the content-processing component also writes information about links and URLs to the link database. product catalog. the lesson provides the increased availability and performance considerations that you must have to plan the online store deployment. Reference Links: For more information about analytics processing. and metadata. Usage analytics is about how to analyze usage log information that is received from the front end through the event store. refer to http://technet.microsoft. The analytics-processing component performs two types of analyses—search analytics and usage analytics. To achieve fault tolerance and redundancy. Index files are stored on a disk in the server that hosts the index component. and generate recommendations.microsoft. such as links.aspx. The search index is the aggregation of all index partitions. Search analytics is about how to extract information. The index component is the logical representation of an index replica.microsoft.com/EN-US/library/jj219554.com/EN-US/library/jj219669. Reference Links: For more information about search index and search schema.aspx. anchor text. This information is important to relevance. refer to http://technet. refer to http://technet. data that is related to people.Module 6: E-COMMERCE DEPLOYMENT TOPOLOGY content processing. You can divide the search index into discrete portions that are known as index partitions. you have to set up one index component for each index replica. The analytics-processing component uses information from these analyses to improve search relevance. from the link database. Usage analytics generates usage and statistics reports.com/ENUS/library/jj219577. you can create additional index replicas for each index partition and distribute the index replicas over multiple servers. how many times an item is clicked. The results from the analyses are added to the items in the search index. Additionally. The index component receives processed items from the content-processing component and writes those items to an index file. When the query-processing component receives a query from the web front end.aspx . results from usage analytics are stored in the analytics-reporting database. The query-processing component also performs linguistics processing. Each index partition holds one or more index replicas that contain the same information. In the search topology. the query-processing component analyzes and processes 6-9 . The query-processing component analyzes and processes queries and results. The index component also receives queries from the query-processing component and returns result sets. create search reports. such as word breaking and stemming. There can be only one search administration database for each search service application. Search Databases SharePoint 2013 search databases include the following: Crawl Link Analytics-reporting Search administration The crawl database stores tracking information and historical information about crawled items. and relevance.Microsoft Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 the query to improve precision. before the result set is returned to the web front end. The search administration database also stores the access control list for the crawl component.microsoft. The link database also stores information about search clicks. The analytics-reporting database stores the results of usage analytics and statistics information from the analyses. the query-processing component processes that result set. The search administration database stores search configuration data. and then is analyzed by the analytics-processing component. Then.aspx.com/EN-US/library/jj219669. Reference Links: For more information about query-processing and order results. Reference Links: 6 . The information includes how many times people click a search result from the search result page. recall. This component is used to set up the search. SharePoint uses this information to create Excel reports that show different statistics. such as the topology. the crawl database stores information about the last crawl time.10 . For example. This information is stored unprocessed. crawl rules. refer to http://technet. and then adds and starts instances of the other search components. and mappings between crawled and managed properties. The link database stores information that is extracted by the content-processing component. query rules. The index component returns a result set that is based on the processed query to the query-processing component. the last crawl ID and the type of update that occurs during the last crawl. The search administration component runs the system processes for search. The processed query is submitted to the index component. microsoft. The SharePoint application server role hosts all the search components and the Commerce Runtime (CRT) if only one server is configured. refer to the “Search architectures for SharePoint Server 2013” technical diagram that can be downloaded from http://go. Can be shared with the SharePoint application server.com/en-us/library/jj219738(v=office. Add one index partition for every 10 million items in the search index. At least one index partition must be configured for each farm. Hosts CRT. Add more index replicas to increase query throughput.microsoft. as the search components are configured by the 6 . Each index replica is an index component.11 . Otherwise. Consider the following when you plan the location and topology for the search index: The query-processing component routes incoming queries to index replicas. In the online store. the query-processing component and the index components exist on the front end web servers to make the maximum use of the available hardware resources and to simplify scaling out the search topology.Module 6: E-COMMERCE DEPLOYMENT TOPOLOGY For more information about how search components and databases interact.aspx Server Roles Server Roles that are included in the online store topology include the following: Front end SharePoint web server SharePoint application server Database server The front end SharePoint web server role performs the following functions: Hosts search web parts and web part pages to answer search queries.com/fwlink/p/?LinkId=258449. Otherwise. the front end SharePoint web server role holds parts of the index that are associated with the index partitions as the partitions are configured by the administrator. Holds the whole search index if only one index partition is configured. the SharePoint application server role holds the search components that are associated with the server.15). For more information on Search in SharePoint Server 2013 refer to http://technet. the queries for every second. The sample topologies in this section show the online store deployments that are based on SharePoint 2013 search technology.com/ENUS/library/jj219705.aspx . Note: SharePoint Server 2013 is a complex and powerful product.12 . Commerce Runtime 6 . To provide redundancy. Sample Online Store Topologies When you plan the online store topology. CRT Optional SharePoint Server 2013 databases The database server can be mirrored or clustered for increased availability. Each SharePoint Server 2013 deployment is defined by its usage and data characteristics. consider the volume of the content. you can add search components on separate servers. Note: Important: You cannot have multiple search components of the same type on one application server. refer to http://technet. and the CRT. The database server role hosts the following databases: Search. and the increased availability and fault tolerance. the estimated amount of page views.Microsoft Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 administrator. To increase performance and capacity. Single Server The single server online store deployment consists of one server that runs SharePoint Server 2013 and hosts all search components. Reference Links: For more information about how to manage search topology in SharePoint Server 2013. You can use Windows PowerShell to deploy the search components on separate SharePoint 2013 servers so that you can scale out the search topology.microsoft. At least one of each search component must be configured for each farm. consider adding disks to the database server or adding database servers (this depends on the cause of the slowdown in the system). and there is no one-size-fits-all topology solution. we recommend that you do not use this architecture for a production environment. and a supported version of SQL Server. There are two tiers for the small farm topology. The SharePoint servers host the search components and the Commerce Runtime (CRT). and a small volume of data (10 gigabytes or less). a small user base. A single database server or cluster.13 . The Small Farm Topology figure shows a sample small farm topology.Module 6: E-COMMERCE DEPLOYMENT TOPOLOGY (CRT). Commerce Data Exchange (CDX). a low usage load (some requests can be for each minute and some requests can be for each second). FIGURE 6. or on a separate communication server. They include the following: One or two servers that can combine the SharePoint 2013 server role and the communication server role. Note: The Commerce Data Exchange (CDX) can be installed on one of the SharePoint server computers. Although this architecture might be appropriate to use for evaluation or development.4: SMALL FARM TOPOLOGY Note: The CDX is not shown on the Small Farm Topology figure Abbreviations that are used in the Small Farm Topology figure include the following: 6 . Small Farm A small farm serves only limited online store deployments. Microsoft Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Ad Search administration component An Analytics-processing component Co Content-processing component Cr Crawl component In Index component Qu Query-processing component WFE Web front end The CRT abbreviation in the Small Farm Topology figure refers to the Commerce Runtime that is used earlier in this module.000 items.400. One or more database servers or clusters. The medium farm topology is the most common architecture. The sample medium farm that is shown in the “Medium Farm That Accommodates 85 Page Views Each Second” figure shows a fault-tolerant SharePoint Server 2013 search farm topology that is improved for 3. The medium farm topology includes many topologies and farm sizes. 6 . The sample farm accommodates 85 page views every second (306 000 page views every hour) and 100 queries every second (360 000 queries every second). and serves environments that have the following characteristics: Usage load of up to about 160 page views each second Data store of one or two terabytes. The major characteristics of this sample topology include limited redundancy and failover. Dedicated back end SharePoint application servers. Medium Farm The medium farm topology that is used for the online store introduces the three tier farm architecture.14 . and includes the following: Dedicated front end SharePoint web servers that have the index component and the query-processing component. Separating the front end server tier from the application server tier provides more flexibility in service isolation and helps balance the load across the system. Module 6: E-COMMERCE DEPLOYMENT TOPOLOGY Note: The topology that is shown on the Medium Farm That Accommodates 85 Page Views Each Second figure is improved for physical hardware. Scale out sample topology 6 . This topology represents a replica as shown on the Medium Farm That Accommodates 113 Page Views Every Second figure. FIGURE 6. 406800 page views every hour). However. you can also deploy this topology on virtual computers.5: MEDIUM FARM THAT ACCOMMODATES 85 PAGE VIEWS EVERY SECOND Note: The CDX is not shown on the Medium Farm That Accommodates 85 Page Views figure. To scale out this sample topology to process another 28 page views every second (113 page views every second.15 . index component. you can add another front end SharePoint server that has a web front end. and query-processing component. Several SharePoint Server 2013 services can be deployed on a dedicated services farm that serves requests from multiple farms that are being used. refer to http://technet. refer to the “Internet Sites Search architectures for SharePoint Server 2013” technical diagram that can be downloaded from http://go. in these 6 . each additional front end server can have fewer throughputs compared to the front end servers that are already in the environment.16 . you can change the number of computers on the farm that run the front end web server role that has the index component. The results showed that as the number of computers increased. the complexity of the topology started to surpass the gains. and additional scaling out of the tiers on a single farm.microsoft.aspx.6: MEDIUM FARM THAT ACCOMMODATES 113 PAGE VIEWS EVERY SECOND The Medium Farm That Accommodates 113 Page Views Every Second figure does not show the CDX.microsoft. Reference Links: For more information about how to estimate capacity and performance for medium SharePoint Server 2013 farms and the performance test results. Large Farm Large farm topologies include the breakdown of services and solutions across multiple farms. and the query-processing component. Typically. Reference Links: For more information about the medium farm. However. Microsoft ran several performance tests to scale out the medium farm. Actual performance changes depend on how the SharePoint deployment is built.com/EN-US/library/gg398060. To accommodate more traffic for the online store.com/fwlink/p/?LinkId=258449.Microsoft Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 FIGURE 6. Hardware Requirements This section describes the minimum hardware requirements for online store servers that host a medium farm topology. and so on. debugging. Characteristics for large farm topology deployments include the following: Usage load in the range of hundreds of requests every second Dataset in the range of 10 or more terabytes Increased Availability Considerations For an online store deployment topology that has increased availability. Additional computer that runs with the service applications in distributed cache roles if the existing computer is not available. The minimum hardware requirements for SharePoint application servers and front end web servers that host search components are shown in the following table.Module 6: E-COMMERCE DEPLOYMENT TOPOLOGY large architectures. each server must have sufficient disk space for diagnostics such as logging. Database servers that have search databases. multiple application servers. 6 . the server must also have additional free disk space for day-to-day operations and for the page file. SQL Server topology that continues to serve database queries if one of the database servers is not available. The hardware requirements apply to the following servers: SharePoint 2013 application servers and web servers that have search components and CRT. Additionally. For example. a search administration component and a crawl component on one server. the total minimum amount of RAM that is required for that server is 24 gigabytes (GB). and creating memory dumps. there are web servers. you must add the following features: Additional computers to sustain the load if one or more of the front end web server computers that has Index nodes are not available. For production use. and multiple SQL Server–based servers or SQL server clusters. The minimum amount of random access memory (RAM) requirements for a server that hosts a search component is the total amount of RAM that is required for that server. Additional computer that runs crawl and content-processing components (CPC) to make sure that the site still reflects updates when the computer that has the CPC role is not available. if you host a content-processing component. Each server must have sufficient disk space for the base installation of the Windows Server operating system.17 . Compone nt Processor Minimum requirements 64-bit. or a search administration component. 8 cores for medium topologies. a queryprocessing component. Hard disk 6 . 8 cores recommended . Analyticsprocessing component 24 GB for each server in the farm that hosts an analyticsprocessing component. 300 GB additional disk space.Microsoft Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Search component on the physical server Index component RAM 48 GB for each server in the farm that hosts an index component. 4 cores for small topologies. 4 cores minimum. Processor All components: 64-bit. 64-bit. 16 GB for medium topologies. . Search administration component Refer to the requirements that are listed for the analyticsprocessing component. preferably a separate disk volume/partitio n. a contentprocessing component and. Hard disk 500 GB additional disk space. The hardware requirements for database servers that host search databases are shown in the following table. RAM 8 GB for small topologies. Contentprocessing component Query-processing component Refer to the requirements that are listed for the index component. a crawl component. preferably a separate disk volume/partitio n. 80 GB for system drive.18 80 GB for system drive. and the web front end. Crawl component Refer to the requirements that are listed for the analyticsprocessing component. the anonymous queries are less expensive because of the reduced query latency. The results from the cache have reduced query latency than those that you retrieve from the search index. Online stores would rarely have more than 10 million items to show. You can use more index partitions to either host more than 10 million items or to have more. Therefore. and factors such as the number and complexity of query rules that are applied and started. Query latency Query latency is influenced by caching. Therefore. about 100 queries are sent to the search index and the other 100 queries are cached. instead of the default interval of 15 minutes. Cache The query and the query results are cached with Windows Server AppFabric. in key-value pairs. a disk that has multiple spindles can improve the access speed of the disk and reduce query latency Index partition size More items in the search index generally mean increased latency. there is an approximate 50 percent cache ratio. 6 . smaller. consider the following to improve performance. Performance Considerations When you plan an online store deployment. Also. and faster index partitions. For example. Each index partition can contain up to 10 million items. the online stores must have only one partition as described in the earlier topology.Module 6: E-COMMERCE DEPLOYMENT TOPOLOGY Compone nt Minimum requirements Hard disk space depends on how much content is already on the disk. anonymous access. For example. Anonymous access Anonymous queries are cached. For each query. consider the characteristics of the storage on which the search index is stored.19 . This means that if you have a usage pattern of 200 queries every second. Continuous crawl Consider enabling continuous crawl with an interval of one minute. You can only enable continuous crawl on SharePoint content sources. results for the home-page queries that are frequently run are likely to be cached. The query is the key and the results are the value. 6 . Otherwise.microsoft. Avoid having to use more than five synchronous Content Search Web Parts on a page. If pages require more than five Content Search Web Parts. Number of Controls on a Page Each control or Web Part that you add to a page (or page layout) adds some overhead to the server response time for the page.com/EN-US/library/jj219628.20 . you might run the additional Content Search Web Parts in asynchronous mode or use query rules and result blocks. Number of Refiners A Refinement Panel Web Part that has many refiners increases the time to process a query. we recommend that you use synchronous queries for best page load times.aspx .aspx. Asynchronous CSWP Mode for Slow Queries Content Search Web Parts has an asynchronous mode. When you process a request for a page.microsoft. You can change the number of refiners. Number of Synchronous Content Search Web Parts on a Page. The query that is associated with the web part is performed after the browser loads the page.com/EN-US/library/jj679902. SharePoint Server 2013 performs as many as five queries in parallel and returns the results. Reference Links: For more information about how to configure refiners. If more than five queries are on a page. refer to http://technet. Use this mode for slow queries so that the rest of the page appears faster for users. SharePoint Server 2013 performs the first five queries before SharePoint Server 2013 starts to execute the next set of five queries.Microsoft Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 Reference Links: For more information about how to use multiple search partitions. refer to http://technet. and configuration options that are required to set up the online store in Microsoft Dynamics AX 2012. How many items can an index partition contain? 6 . Is the following statement true or false: “The e-commerce implementation can include only one datacenter that hosts the online store”? ( ) True ( ) False 2. How can you deploy the search components on separate SharePoint 2013 servers so that you can scale out the search topology? ( ) Use Windows PowerShell ( ) Use SharePoint Central Administration ( ) Use SharePoint setup 4. For more information about deployment topologies for an Online Store in Microsoft Dynamics AX 2013 R3. 1. procedures.Module 6: E-COMMERCE DEPLOYMENT TOPOLOGY Module Review This module described the tasks. refer to http://technet.21 .com/EN-US/library/jj991928.aspx#Topology63. How many queries can SharePoint Server 2013 perform in parallel when a request for a page is being processed? ( ) 10 ( )5 ( )4 5. What search component receives queries from the query-processing component and returns the result sets? ( ) Index component ( ) Content-processing component ( ) Crawl component 3.microsoft. Test Your Knowledge Test your knowledge with the following questions. ( ) Each index partition can contain up to 10 million items.Microsoft Retail in eCommerce Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R3 ( ) Each index partition can contain up to 1 million items. 6 . ( ) Each index partition can contain up to 5 million items.22 . (√) Each index partition can contain up to 10 million items.23 . How can you deploy the search components on separate SharePoint 2013 servers so that you can scale out the search topology? ( ) Use Windows PowerShell ( ) Use SharePoint Central Administration (√) Use SharePoint setup 4. Is the following statement true or false: “The e-commerce implementation can include only one datacenter that hosts the online store”? ( ) True (√) False 2. How many items can an index partition contain? ( ) Each index partition can contain up to 1 million items.Module 6: E-COMMERCE DEPLOYMENT TOPOLOGY Test Your Knowledge Solutions MODEL ANSWER: 1. How many queries can SharePoint Server 2013 execute in parallel when a request for a page is being processed? ( ) 10 ( )5 (√) 4 5. What search component receives queries from the query-processing component and returns the result sets? (√) Index component ( ) Content-processing component ( ) Crawl component 3. 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The laws of the state where you live govern all other claims. APPLICABLE LAW. Washington state law governs the interpretation of this agreement and applies to claims for breach of it. and any additional terms for the Trainer Content. or any changes or updates to third party sites.com/exporting. despite this limitation. remove or obscure any copyright or other protective notices (including watermarks). 11. This agreement only gives you some rights to use the Licensed Content. and other intellectual property rights in the Licensed Content. modify or create a derivative work of any Licensed Content. and the inclusion of any link does not imply an endorsement by Microsoft of the third party site. branding or identifications contained in the Licensed Content.4. unfair competition laws. we may not provide support services for it. The Licensed Content is subject to United States export laws and regulations. The third party sites are not under the control of Microsoft. Because the Licensed Content is “as is”. RESERVATION OF RIGHTS AND OWNERSHIP. install. EXPORT RESTRICTIONS. 8. reuse. you must comply with any technical limitations in the Licensed Content that only allows you to use it in certain ways. 6. . publish. publicly display. LINKS TO THIRD PARTY SITES. remove or otherwise thwart any protections or disassemble the Licensed Content except and only to the extent that applicable law expressly permits. You may link to third party sites through the use of the Licensed Content. updates and supplements. decompile. any links contained in third party sites. 10. sell. These laws include restrictions on destinations. 9. a. In doing so. and Microsoft is not responsible for the contents of any third party sites. SUPPORT SERVICES. see www. lend. Except as expressly permitted in this agreement. Microsoft reserves all other rights. Without prejudice to any other rights. Upon termination of this agreement for any reason. 7. The Licensed Content is protected by copyright and other intellectual property laws and treaties. transmit. 5. or make the Licensed Content available for others to access or use. ENTIRE AGREEMENT. TERMINATION. For additional information. you may not: access or allow any individual to access the Licensed Content if they have not acquired a valid license for the Licensed Content. not sold. print. If you acquired the Licensed Content in the United States. Unless applicable law gives you more rights despite this limitation. adapt. This agreement. The Licensed Content is licensed. and in tort. SCOPE OF LICENSE. Microsoft may terminate this agreement if you fail to comply with the terms and conditions of this agreement. including claims under state consumer protection laws. make available or distribute the Licensed Content to any third party. end users and end use. work around any technical limitations in the Licensed Content. Microsoft is not responsible for webcasting or any other form of transmission received from any third party sites. you may use the Licensed Content only as expressly permitted in this agreement. Microsoft or its suppliers own the title. Microsoft is providing these links to third party sites to you only as a convenience. link to or post. copy. Microsoft reserves all rights not expressly granted to you in this agreement. United States.microsoft. You must comply with all domestic and international export laws and regulations that apply to the Licensed Content. updates and supplements are the entire agreement for the Licensed Content. alter. indirects ou accessoires et pertes de bénéfices. Canada. d’adéquation à un usage particulier et d’absence de contrefaçon sont exclues. It also applies even if Microsoft knew or should have known about the possibility of the damages. Outside the United States. Please note: As this Licensed Content is distributed in Quebec. consequential or other damages.00 $ US. The above limitation or exclusion may not apply to you because your country may not allow the exclusion or limitation of incidental. This limitation applies to o anything related to the Licensed Content. EXONÉRATION DE GARANTIE. LIMITATION DES DOMMAGES-INTÉRÊTS ET EXCLUSION DE RESPONSABILITÉ POUR LES DOMMAGES. Le contenu sous licence visé par une licence est offert « tel quel ». Vous pouvez obtenir de Microsoft et de ses fournisseurs une indemnisation en cas de dommages directs uniquement à hauteur de 5. . MICROSOFT AND ITS RESPECTIVE AFFILIATES EXCLUDES ANY IMPLIED WARRANTIES OF MERCHANTABILITY. breach of warranty. Toute utilisation de ce contenu sous licence est à votre seule risque et péril. La ou elles sont permises par le droit locale. LEGAL EFFECT. que ce contrat ne peut modifier. This agreement does not change your rights under the laws of your country if the laws of your country do not permit it to do so. ITS RESPECTIVE AFFILIATES AND ITS SUPPLIERS ONLY DIRECT DAMAGES UP TO US$5." YOU BEAR THE RISK OF USING IT. This agreement describes certain legal rights. MICROSOFT AND ITS RESPECTIVE AFFILIATES GIVES NO EXPRESS WARRANTIES. les réclamations au titre de violation de contrat ou de garantie. et. DISCLAIMER OF WARRANTY. Microsoft n’accorde aucune autre garantie expresse. You may have other rights under the laws of your country. YOU CAN RECOVER FROM MICROSOFT. the laws of that country apply. YOU CANNOT RECOVER ANY OTHER DAMAGES. 14. and o claims for breach of contract. If you acquired the Licensed Content in any other country. TO THE EXTENT PERMITTED UNDER YOUR LOCAL LAWS.00. certaines des clauses dans ce contrat sont fournies ci-dessous en français. GUARANTEES. You may also have rights with respect to the party from whom you acquired the Licensed Content. Remarque : Ce le contenu sous licence étant distribué au Québec. strict liability. aux services ou au contenu (y compris le code) figurant sur des sites Internet tiers ou dans des programmes tiers. some of the clauses in this agreement are provided below in French. y compris les dommages spéciaux. YOU MAY HAVE ADDITIONAL CONSUMER RIGHTS UNDER YOUR LOCAL LAWS WHICH THIS AGREEMENT CANNOT CHANGE. les garanties implicites de qualité marchande. LOST PROFITS.b. OR CONDITIONS. FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. INDIRECT OR INCIDENTAL DAMAGES. SPECIAL. THE LICENSED CONTENT IS LICENSED "AS-IS" AND "AS AVAILABLE. LIMITATION ON AND EXCLUSION OF REMEDIES AND DAMAGES. Cette limitation concerne: tout ce qui est relié au le contenu sous licence. services. Canada. Vous ne pouvez prétendre à aucune indemnisation pour les autres dommages. ou au titre de responsabilité stricte. INCLUDING CONSEQUENTIAL. 12. or other tort to the extent permitted by applicable law. guarantee or condition. negligence. de négligence ou d’une autre faute dans la limite autorisée par la loi en vigueur. Vous pouvez bénéficier de droits additionnels en vertu du droit local sur la protection dues consommateurs. content (including code) on third party Internet sites or third-party programs. 13. il se peut que la limitation ou l’exclusion ci-dessus ne s’appliquera pas à votre égard. même si Microsoft connaissait ou devrait connaître l’éventualité d’un tel dommage. EFFET JURIDIQUE. Vous pourriez avoir d’autres droits prévus par les lois de votre pays.Elle s’applique également. Le présent contrat ne modifie pas les droits que vous confèrent les lois de votre pays si celles-ci ne le permettent pas. accessoires ou de quelque nature que ce soit. Le présent contrat décrit certains droits juridiques. Si votre pays n’autorise pas l’exclusion ou la limitation de responsabilité pour les dommages indirects. Revised September 2012 .