Microsoft Commerce Server 2000 Resource Kit Book

PART ONE: OVERVIEW AND SCENARIOS Page 1
CHAPTER 1 Overview and Scenarios Page 3
  Introduction to Commerce Server 2000 Page 3
  Commerce Server and .NET Enterprise Servers Page 5
   COM+ Services Page 5
   Application Center Page 5
   BizTalk Server Page 6
   Host Integration Server Page 6
   SQL Server Page 6
  Solution Sites Page 6
 Introduction to the Resource Kit Page 8
 Introduction to the Resource Kit Scenarios Page 9
CHAPTER 2 A Retail Scenario Page 11
 Putting Together the Contoso Team Page 11
 Planning Page 13
  Commerce Server Installation Planning Page 13
   Administration and Management Tools Page 14
   Business Analytics System Page 15
   Business Process Pipelines Page 17
   Product Catalog System Page 18
   Profiling System Page 19
   Targeting System Page 20
  Capacity and Performance Page 23
  Security Page 25
  Completing the Planning Process Page 26
 Development Page 27
  Importing the Catalog Page 27
  Acquiring New Pipeline Components Page 27
  Modifying Site Look and Feel Page 28
  Adjusting Settings in the App Default Config Resource Page 29
  Setting Up the Development Environment Page 29
 Deployment Page 30
  Performing Final Testing Page 32
  Preparing for Business Page 32
  Verifying Security Page 33
  Going Live Page 33
  Closing the Loop Page 34
   Collecting and Storing Customer Data Page 34
   Analyzing Customer Data Page 35
   Implementing the Site Management Cycle Page 35
CHAPTER 3 A Supplier Scenario Page 37
 Planning Page 37
  Organization Profiles Page 38
  Authentication Page 38
  Active Directory Integration Page 39
  Integration with BizTalk Server Page 40
  Partner Service Page 41
  Capacity, Performance, and Growth Requirements Page 42
  Integration with Existing Systems Page 43
  Completing the Planning Process Page 43
 Development Page 44
  Converting and Importing the Catalog Page 44
  Developing COM Components Page 45
  Modifying Site Look and Feel Page 45
  Modifying the _Recvpo.asp File Page 46
  Adjusting Settings in the App Default Config Resource Page 47
 Deployment Page 48
  Testing Business Processes Page 49
  Verifying Security Page 50
  Going Live Page 50
 Configuring a Sample Supplier Solution Site Page 50
  Configuring Active Directory and DNS (Computer 1) Page 51
  Configuring SQL Server 2000 and Commerce Server (Computer 2) Page 54
  Configuring IIS and Unpacking the Supplier Site (Computer 3) Page 55
  Configuring the Business Desk Client (Computer 4) Page 56
  Verifying the Configuration Page 56
  Configuring the Computers for Trusted Delegation Page 57
  Verifying Business Desk and the Supplier Site Page 57
  Closing the Loop Page 58
   Analyzing Customer Data Page 58
   Implementing the Site Management Cycle Page 58
PART TWO: PLANNING Page 59
CHAPTER 4 Defining Project Goals and Requirements Page 61
 Creating a Project Goals and Requirements Document Page 64
  Vision Page 64
  Scope Page 65
   Constraints Page 66
   Assumptions Page 66
   Risks Page 67
 Developing a Conceptual Design Page 68
 Defining Requirements Page 68
  Business Requirements Page 69
  System Integration Requirements Page 69
  Security Requirements Page 70
   Single-Firewall Solution Page 72
   Two-Firewall Solution Page 74
   Three-Firewall Solution Page 75
  Site Architecture Requirements Page 78
  Performance and Capacity Requirements Page 79
   Performance Page 79
   Capacity Page 80
   Performance and Capacity Considerations for Site Architecture Page 82
  System Administration Requirements Page 86
  International Requirements Page 87
 Selecting Commerce Server Features Page 88
  Administration and Management Tools Page 88
  Business Analytics System Page 89
  Business Process Pipelines System Page 90
  Product Catalog System Page 91
  Profiling System Page 92
  Targeting System Page 93
   Content Selection Framework Page 93
   Direct Mailer Page 94
   Expressions Page 95
   Predictor Resource Page 95
 Planning for Migration Page 96
CHAPTER 5 Planning for Scalability Page 97
 Scaling Hardware Vertically Page 99
 Scaling Hardware Horizontally Page 101
 Optimizing Site Architecture to Improve Scalability Page 102
  Disabling IIS Session Management and Removing Session Variables Page 105
  Separating Static Content from Other Types of Content Page 106
  Caching Static Content Page 107
  Caching Static Lookup Data Page 107
  Using the Caching Technology Provided by Commerce Server Page 108
  Consolidating Business Rules on Dedicated Servers Page 108
  Using Message Queuing or E-mail to Update Systems Page 109
  Processing Requests in Batches Page 109
CHAPTER 6 Planning for Reliability and High Availability Page 111
  Availability Checklist Page 111
 Designing a Highly Available E-Commerce Site Page 114
  Operational Procedures Page 116
  Site Capacity Page 118
  Preventing Failures Page 119
 A Highly Available Commerce Server Architecture Page 126
  Small Commerce Server Configuration Page 126
  Large Commerce Server Configuration Page 127
  Commerce Server Component Design Considerations Page 131
   Administration Database Page 132
   Profiling System Page 132
   Product Catalog System Page 136
   Targeting System Page 137
   Direct Mailer Page 138
   Business Process Pipelines Page 140
   Data Warehouse Page 142
 Operating System Availability Page 143
  Network Load Balancing Page 143
  Web Farm/Active Directory Authentication Page 144
 Active Directory Availability Page 145
  Replication Between Sites Page 146
  Disaster Recovery Page 147
  Backup Strategies Page 147
  Restoration strategies Page 147
  Active Directory Monitoring Tools Page 148
 SQL Server Availability Page 148
  Clustering Page 148
  Replication Page 150
  Warm Backup Page 152
  Retry Code Logic Page 154
 Additional Resources Page 155
CHAPTER 7 Building the Project Plan Page 157
 Creating a Functional Specification Page 158
  Summary Page 158
  Design Goals and Justification Page 158
  Design Page 159
   Data Page 159
   Security Page 159
  Compatibility and Platform Requirements Page 160
  Third-Party Involvement Page 161
  Localization Page 161
  Migration Page 161
  Issues and Risks Page 161
 Identifying the Project Team Page 161
 Building the Project Schedule Page 164
PART THREE: DEVELOPING Page 165
CHAPTER 8 Developing Your Site Page 167
  Development Checklist Page 169
  Completing the Development Phase Page 170
 Selecting a Development Methodology Page 172
  Jump-Starting Development with the Solution Sites Page 172
 Managing Site Configurations Page 174
  Configuration Items Page 175
  Configuration Management Database Page 176
  Core Configuration Management Processes Page 178
   Identification Page 178
   Status Accounting Page 179
   Verification and Auditing Page 179
 Managing Change Page 180
  Change Requests Page 180
  Change Database Page 181
  Change Advisory Board Page 181
  Change Process Page 181
 Development Tools and Resources Page 183
  Commerce Server 2000 Help Page 184
  Commerce Server SDK Page 184
  Commerce Server Management Tools Page 188
  Other Microsoft Tools Page 189
  Configuration Management Tools Page 190
  Other Resources Page 190
  Related Web Sites Page 191
CHAPTER 9 Developer Notes Page 193
 Gift Certificate Feature Page 193
  Business Desk Modifications Page 195
  Site Resource Modifications Page 198
  Site Page Modifications Page 198
  Checkout Pipeline Modifications Page 199
  COM Object Development Page 199
  Profile Modifications Page 199
  Report Modifications Page 200
  Site Term Modifications Page 200
  Campaign Modifications Page 200
  Deployment Summary Page 201
 Profiling System Utilities Page 201
  Profiles Schema Mover Page 202
   Installation Page 203
   Operation Page 203
   Exporting a Catalog Page 204
   Importing a Catalog Page 209
   Deployment Scenarios Page 212
  Site Terms Viewer Page 213
 Profiling System: Operational Considerations Page 215
  Profile Definition Keys Page 216
   Unique Key Page 216
   Primary Key Page 216
   Join Key Page 216
   Hashing Key Page 217
  Profiling System Design Considerations Page 218
   Keys Page 218
   Recommended Data Type Mappings Page 219
   Other Considerations Page 220
  Profiling System Run-Time Considerations Page 221
   CSOLEDB Handles Page 221
   Accessing Properties Page 221
   Transaction Support Page 221
   Data Size Validation Page 223
  Managing Pre-Existing Accounts in Active Directory Stores Page 223
   Starting Container for Directory Operations Page 223
   Search Scope Page 226
  User Profile Import DTS Task Page 226
   Importing New Profile Types Page 226
   Profile Mappings Page 226
 Advertising Scoring and Selection Page 228
  Campaign Goals and Item Goals Page 228
  Initial Scoring Page 229
  Scoring (Targeting) Page 230
  Selection Page 231
  Troubleshooting Ad Scoring and Selection Page 232
CHAPTER 10 Integrating Third-Party ERP Systems with Commerce Server Applications Page 233
 Integration Techniques Page 235
  Batch Downloads Page 235
  Real-Time Connectors Page 240
  Queued Connectors Page 244
  Mirrored Updates Page 247
 General Considerations and Best Practices Page 249
  ERP Systems and Commerce Server Business Rules Page 249
  Pricing and Promotions Page 250
  Shipping, Taxation, and Credit Card Authorization Page 251
  Product Catalog Page 251
  Replication Page 252
  Physical Architecture Page 252
 Integrating with SAP Page 254
  SAP DCOM Connector Page 256
  Product Catalog Page 258
   Batch Download Product Catalog Data Page 259
   Batch Download Incremental Catalog Changes Page 260
   Mirrored Updates Page 260
  Item Pricing Page 262
   Batch Download Item Prices Page 262
   ALE-Triggered Price Change Download Page 263
   Real-Time Pricing Integration Page 264
  Inventory Data Page 266
   Batch Download Inventory Data Page 266
   Batch Download Incremental Inventory Changes Page 268
   Mirrored Updates Using ALE Page 268
   Real-Time Connections Page 269
  Orders Page 270
   Batch Integration Using IDOC Page 271
   Real-Time Integration Using the DCOM Connector Page 272
   Integration Using Queued Components Page 273
   Mirrored Updates Using Message Queuing Page 275
   Mirrored Updates Using BizTalk Server Page 277
   Real-Time Integration Using Custom COM Objects and DCOM Connector Objects Page 279
 Integrating with J.D. Edwards OneWorld Page 281
  OneWorld GenCom Component Wrapper Page 283
  Product Catalog and Pricing Page 285
   Batch Download Data from OneWorld Page 285
   Mirrored Updates Page 287
   Real-Time Integration Page 289
  Orders Page 290
   Batch Download Using the Z-Table Page 291
   Real-Time Integration Using OneWorld COM Objects in the Purchase Pipeline Page 291
   Integration Using Queued Connectors Page 293
   Mirrored Updates Using Message Queuing Page 295
   Mirrored Updates Using BizTalk Server Page 297
CHAPTER 11 Migrating from Site Server to Commerce Server 2000 Page 299
 Planning the Migration Page 302
  Feature Analysis Page 304
  Migration Strategies and Scenarios Page 306
   Phase 1: Set Up Commerce Server in Your Test Environment Page 306
   Phase 2: Migrate Site Code and Content Page 310
   Phase 3: Move Your New Commerce Server 2000 Site into Production Page 313
   Phase 4: Convert P1 to Commerce Server Page 314
   Phase 5: Decommission the N1 Environment Page 316
  Fallback Plan Page 316
 Developing Page 317
  Migrating Site Server 3.0 Features Page 318
   Analysis Page 319
   Content Management Page 320
   Knowledge Management Page 321
   Personalization & Membership Page 323
   Membership Migration Tool (Directory Migration Toolbox) Page 327
  Migrating SSCE Features Page 330
   Ad Server Page 330
   Online Store Page 330
   Pipelines Page 331
   Predictor Page 332
   Promotions Page 333
   Transaction Data Page 333
 Deploying Page 334
CHAPTER 12 Developing an International Site Page 335
 Using Multiple Languages Page 335
  Language-Dependent Strings Page 335
   Product Information Page 336
   Site Information Page 336
  Caching Page 337
  Choosing the Language Page 337
  Changing Languages Page 338
   Using a Client-Side Cookie with Language Codes Page 338
   Encoding the Language Code in the URL Page 338
   Storing the Language Preference in the User Profile Page 339
   Using Pre-Generated Pages Page 339
 Using Multiple Currencies Page 340
  Product Pricing Page 340
   Different Prices for Different Locales Page 341
   Different Discounts for Different Locales Page 341
  Changing Currency Page 341
 Configuring International Locale Settings Page 342
CHAPTER 13 Integrating Commerce Server with BizTalk Server Page 345
 BizTalk Server Overview Page 345
  BizTalk Messaging Services Page 346
   Receive Functions Page 346
   Transport Services Page 347
   Data Parsers Page 347
   Data Validation Services Page 347
   Document Delivery Services Page 347
   Security Page 348
  BizTalk Orchestration Services Page 348
   XLANG Language Page 348
   XLANG Schedules Page 348
 Common Business-to-Business Requirements Page 349
  Catalog Exchange and Management Page 349
   Catalog Mapping Tools Page 351
   Mapping from a Commerce Server Catalog to a Flat Schema Page 353
   Mapping from a Flat Schema to a Commerce Server Catalog Page 354
   Generating Catalogs in the Commerce Server XML Format Page 355
   Catalog Import, Export, and Exchange Tools Page 356
   Application Integration Components Page 358
  Order Management Page 358
   Order Routing Manager Page 358
   Order Form Integration Page 361
 Integrating Commerce Server and BizTalk Server Page 365
  Configuring Commerce Server and BizTalk Server to Send and Receive a Catalog Page 366
   Setting Up the Environment Page 367
   Configuring the Site Options on the Wholesaler Site Page 367
   Copying CatalogXmlSchema.xml to the BizTalkServerRepository Page 367
   Creating the Catalog Document Definition Page 368
   Configuring Receivestandard.asp to Receive the Catalog Page 368
   Modifying the Home Organization Page 368
   Creating the Retailer Organization Page 369
   Creating the Catalog Application for the Wholesaler Organization Page 369
   Creating the Wholesaler Messaging Port to the Retailer Organization Page 370
   Creating the CatalogImportChannel and Retailer Receive Port Page 371
   Testing Your Configuration Page 372
  Processing a Commerce Server Purchase Order Through BizTalk Server Page 373
   Configuring the Site Options for the Retailer Site Page 373
   Copying POSchema.xml to the WebDAV Repository Page 374
   Configuring the PurchaseOrder Document Definition Page 374
   Adding the Identifier to the Retailer Organization Page 374
   Configuring a Vendor for the Imported Catalog Page 375
   Creating a WholesalerPO Application for the Wholesaler Organization Page 375
   Creating a New Messaging Port to an Application Page 375
   Creating a New Channel that Uses the WholesalerPO as the Messaging Port Page 376
   Testing Your Configuration Page 377
PART FOUR: DEPLOYING Page 379
CHAPTER 14 Deploying Your Site Page 381
  Deployment Checklists Page 384
   Site Architecture Checklist Page 385
   Availability Checklist Page 385
   Site Development and Testing Checklist Page 386
   Business Process Checklist Page 387
   Platform Security Checklist Page 387
   Commerce Server Security Checklist Page 391
 Implementing Your Contingency Plan Page 392
  Technical Solutions for Risk Reduction Page 392
   Network Load Balancing Page 393
   Application Load Balancing Page 393
   Windows Clustering Page 394
 Deploying Your Commerce Server Site Page 395
  Deploying Your Site Architecture Page 395
   Installing Hardware and Software Page 397
  Deploying Site Platform Software Page 398
   Application Center Page 398
   Active Directory Page 398
  Deploying Commerce Server Software Page 398
   Installing Commerce Server Page 399
   Packaging Your Application Page 400
   Unpacking Your Application Page 402
   Site Packager Page 403
  Deploying Commerce Server Features Page 404
   Product Catalog System Page 404
   Direct Mailer Page 406
   Profiling System Page 406
   Data Warehouse Page 408
 Securing Your Site Page 408
  General Security Elements Page 408
   Authentication Page 409
   Access Control Page 409
   Certificates Page 410
   Encryption Page 410
   Auditing Page 411
  Platform Security Page 411
   Separating Users from Internal Domains Page 411
   Securing Cookies Page 412
   Using Scripts to Set Permissions on Folders Page 412
   Limiting Access to Your Site Page 412
   Using Windows Authentication with Active Directory in a Web Farm Page 413
   Securing an Intranet (Supplier) Site Page 414
   Hosting Sites for External Customers Page 414
  Network Security Page 414
   DMZ Page 414
   Firewalls Page 415
   Network Segregation Page 416
   Data Encryption Using SSL Page 416
   Credit Card Information Security Page 417
   Intrusion Detection Page 417
  Database Security Page 418
   Active Directory Security Page 418
   SQL Server Security Page 419
   Using Active Directory and SQL Server Page 419
  Web Server Security Page 420
  Commerce Server Security Page 421
   Using AuthFilter and AuthManager Page 421
   Authenticating Users in a Web Farm Page 422
   Using Commerce Server Authentication Modes Page 423
   Using Commerce Server Authentication Features Page 427
   Securing Business Desk Page 430
   Securing Commerce Server Databases Page 433
   Limiting Access to Commerce Server Services Page 435
   Providing Access to Commerce Server Resources Page 435
   Commerce Server and Outlook Web Access (OWA) Integration Page 435
   Active Directory and Anonymous Users on the Supplier Site Page 436
   Adding Products to a Basket Without an Account Page 436
  Security and Authentication Scenarios Page 437
   Protecting Static Content Page 437
   Protecting Dynamic Content Page 437
  Site Security Deployment Notes Page 437
   Auditing Site Deletions Page 437
   Using Windows Authentication against Windows NT 4.0 Domain Accounts Page 438
 Testing Your Environment Page 438
 Implementing Initial Operational Procedures Page 439
  Final Steps Before Production Page 439
  After Your Site Is in Production Page 439
  Backing Up Your Site Page 440
   Gathering Server Configuration Data Page 440
   System State Backup Page 441
   File System Backup Page 442
   Application Data Backup Page 443
   Network Configuration Backup Page 443
CHAPTER 15 Deploying Content Page 445
 Deployment Tools Page 451
  Application Center Page 451
  Content Replication Service Page 452
  Custom SQL Server DTS Tasks and Packages Page 453
  Custom Scripts Page 454
  Third-Party Deployment Tools Page 454
 Deployment Scenarios Page 455
  Small-to-Medium Site Page 455
  Medium-to-Large Site Page 457
  Global Site Page 459
 Deployment Examples Page 461
  Campaigns, Campaign Items, and Expressions Page 461
  COM+ Applications Page 462
  Databases Page 464
CHAPTER 16 Testing Your Site Page 467
 Testing Methodology Page 467
  Types of Tests Page 467
  Types of Test Documents Page 468
   Test Plan Page 468
   Test Cases Page 470
   Test Error Reports Page 471
 Testing a Commerce Server Site Page 472
  User Interface Layer (Top Tier) Page 472
   Visual Appearance and Usability Page 473
   Links Page 474
   Browser Compatibility Page 475
   Business Logic Layer (Middle Tier) Page 475
  Database Layer (Bottom Tier) Page 476
  Security Page 478
   Networks Page 479
   Payment Transactions Page 479
PART FIVE: MANAGING Page 481
CHAPTER 17 Managing Your Site Page 483
 Performing a Site Checkup Page 484
 Monitoring and Analyzing Log Data Page 487
  Analyzing Log Data Page 487
  Reports Page 490
 Setting Up and Performing Operational Procedures Page 491
  Creating a Site Administration