Commerce Server 2009

Technical Overview

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Discussion Topics
• E-Com m erce Business Trends
• Technical Drill Down
• Dem onst rat ion
• Q& A
•

2
E-Commerce Business
Trends

3
E-Commerce Market Trends
CHANNELS SOCIAL BRAND LOCALIZATION

Mobile Consumers Interactive and Eroding Brand Local and

Loyalty Equity & Global Markets
Relevancy

Business m odels are changing at an unprecedent ed pace

due t o m acroeconom ic, global, and t echnological opport unit ies
and challenges.
Key E-Commerce Trends
•Business Trends

Technology
•
Trends
• Richer shopping and
com m unit y •Utilize best-of-breed
technologies
experiences
• Growt h of t he m obile
•Software as a Service
(SaaS)
channel: t he new
selling channel •
• Focus on business 
value-add
different iat ors
• Agilit y and fast t im e t o
m arket
•
• 5
Enabling E-Com m erce for
Everyone

6
Multi-Channel E-Commerce
SCM Ent erprise Sell- Customers
Side

CPG

Distributors

ERP
WMS
Trading Partners
CRM
Microsoft Approach: Portfolio of Technologies

8
Technical
Technical Drill Down

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 Commerce Server 2009 (formerly “Mojave”) *
Multi-Channel Commerce Foundation
Clear separation of business and presentation logic
Aggregate, integrate CS w/ LOB systems via Web services
Single, simplified, uniform programming model

merce Services
box, customizable, Live Services-integrated B2C shopping experience with 30 Web Parts –
Catalog/Content Search

Business User-enabled Site Building & Management

Content Management: Workflow, Approval, etc.
Build w/ Design Tools (SharePoint Designer, Browser); No Code

* Available to Customers and Partners on the Microsoft April 2009 Price List
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 Commerce Server 2009 Installs...
• Commerce Foundation
− New unified programming Installs as an upgrade
model to CS2007
− Programming Samples
− Documentation CS2007 is a pre-
requisite
• SharePoint is NOT
• SharePoint Commerce Services* required, but
recommended
− Over 30 web parts and
controls
− Web part source code
− Default
+ Commerce “color-neutral”
Server Core Systemssite
− Sample data

Side-by-side compatibility with existing CS2007 sites

SharePoint installation required 11

 Under Microsoft NDA

New SharePoint Commerce Services & Web

Parts
Commerce Server 2009 ships with over 30 web parts and controls that, when
assembled, provide contemporary e-commerce web site functionality. Below is
a list of the web parts and controls available:
Ca t a log


Marketing

• Product Query
• Advertisements and Discounts • Product Det ail Display
• Virtual Earth Store Locator • Im ages Viewer
• Reviews and Ratings (2 web parts) • Sit e Map
 

Search
 Or d e r s


• Search Box • Add t o Cart

• Search Results and Paging (2 web • Shopping Cart
parts) • Mini-cart

• Checkout
Profiles

• Order Det ails
• Address List • Order Hist ory
• Address Detail • My List s
• Credit Card List • My List Det ails
• Credit Card Detail 

• My Profile Management


• Registration Wizard • Channel Configuration*

• Change, Forgot Password (2 web parts) • Property List Selection
• Live ID* • Product Provider
•
• Inline Product Editing**
•
* These items are technically not Web Parts, but they use SharePoint controls and are available in the Default site or can be integrated into other sites
** This item will ship separately from the CS09 release, but is included as part of CS09
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 Commerce Server 2009 Schematic
“Mobile” Template Contemporary
Template
Custom UX :
Customize Web Parts OR
“Color-Neutral” Template
Direct to CS2009 Commerce Foundation

Commerce Server 2009

Default Web Site* Commerce Server 2009 SharePoint Commer
Site Management
Channel Mgmt
Presentation Mgmt
Information Mgmt
Workflow
Commerce Server 2009 Web Parts
E.g.: Shopping, Checkout, Profile, …

Commerce
Commerce Server Server 2009 Multi - Channel Commerce Foundation
IT Pro and Designer Unified run-time calling model, meta data
Tools Multi-Channel Awareness
Core E-commerce Shopping Features Commerce Server Business
Custom Logic Management Tools
Catalog Manager, Marketing Manager, Customer & O
Commerce Server Core Systems
Catalog, Orders, Profiles, Marketing, Analytics, Staging, Web Services, BizTalk Adaptors

* SharePoint installation required 13

 Commerce Server 2009 Core Systems
Marketing
Ads, Discounts, Direct Mail
Multi-brand, multi-customer campaign control
Personalized buying experience via expressions
Scheduling and approvals
Revenue-generating ads
Promotional code generation and management

Catalog Orders Profiles Business

•Pluggable
•Multiple sites support for services through
and catalogs pipeline components
•Data-source agnostic User
•Transactional
•Flexible product and rollback support•Secure with field-level encryption
definitions
•Splitting of orders
Tools
•Product relationships •Partitioning
•Multi-lingual, multi-currency •Default schemas
Management Console (MMC) •Customer and Orders Man
•Single view of customers and orders
enter (MOM Pack) •Inventory integration •Catalog and Inventory Man
•Integrated search •Marketing personalization support
dio •Marketing Manager
•XML Catalog Import/Export
ditor •Catalog Sets
Editor

Reports & Analytics

35 Built-in Reports, SQL Reporting Services, Integrated data warehouse

Web Services & BizTalk Adapters

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Web Parts: Development goals
• Provide a higher-level development experience
• Components based on logical groups of e-commerce
functionality rather than simple UI components
• Components usable in Windows SharePoint Services 3.0 and
Office SharePoint Server 2007
• Provide performant UI building blocks for developers
• Leverage as much as possible from SharePoint, rather than
inventing our own mechanisms
• Easy for developers to write additional components which fit
into
the model
• Commerce Server communication entirely through
Commerce Foundation
•
•

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Web Parts: SharePoint integration
• UI Components built as ASP.NET 3.5 Web Parts, providing a
number of significant advantages:

− Web part connections can be used to marshal requests

to Commerce Server
− Web parts may be made aware of the zone on a page
in which they can reside
− Web parts can be made to be personalizable by an
end user
− Web parts can be arranged on a page by a business
user in the browser using Windows SharePoint
Services or Microsoft Office SharePoint Server

•
•
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Web Parts: Design philosophy
 Minimize Commerce Server calls from similar web
parts


 Concrete example:


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Web Parts: Product provider web
part
• Provides abilit y t o query
t he Com m erce Server
cat alog based on
crit eria such as
cat egory, propert y
value or full-t ext search
• Based loosely on t he
SharePoint Cont ent
Query Web Part
• St yleable using
XSL t ransform s
•

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Web Parts: Customization – XSL
transforms
• XSL t ransform s st ored in
a t em plat e
• Tem plat es m ay be
m anaged in a
docum ent library
when t he web part is
used wit h SharePoint
• Allows m ult iple
t em plat es t o be built ,
t est ed and applied by
a business user


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Web Parts: Checkout
• Manages stages of checkout
• Easy for a developer to add a new stage
• Consists of a single web part that is able to manage the
check out process, cycling through ASP.NET user controls
corresponding to check out stages
• User controls implement a specific interface, which is
understood by the web part and allows the web part to
determine the status of the stage, e.g.: can the user
move forward (“Next”) or backwards (“Previous”)
• Each user control can determine whether or not it has
enough information to complete its stage
• Ability to implement your own custom stage as a
user control
−
−
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SharePoint Integration: Integration
components
• SiteMap Provider
− Retrieves category information dynamically from
Commerce Server, caches globally for a
configurable period of time
− Extends SharePoint site map provider
− Blends content from
− SharePoint
− Commerce Server
− Respects security constraints


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SharePoint Integration: Authentication and user
profiles
• Commerce Server is authoritative source for
authentication and user profile information
− User Profile Manager (UPM) Membership
provider authentication
− Usable in SharePoint
− Web Part(s) supplied for account creation and editing
of profile information by an end user
− Forms-based authentication login page supplied for
SharePoint (to include password retrieval, etc.)


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Commerce Foundation API

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Message Flow
Web Browser Mobile Applicat ion Et c...

Presentation Tools Presentation Tools

Presentation
Public API

Broker

Operat ion
Application
Operat ion

Operat ion

Operat ion

Operat ion
Sequence

Sequence

Sequence

Sequence
CS
Sub
Systems

Data
SQL Server
Commerce Foundation Goals
• Reduce developer ramp-up time
• By providing a consistent programming model across all Commerce
Server sub systems
• Out-of-the-box “business logic” layer
• Currently produced as a one-off for every Commerce Server deployment
• Facilitating multi-channel e‑commerce
• Clear separation of presentation logic and business logic
• Enable third-party developers to more easily enhance
functionality
• For general and business-specific purposes
• Multiple operations in a single call
• Minimizing the amount of traffic across the network
• Easy migration of existing CS2007 sites to CS2009
• By residing side-by-side with an existing CS2007 implementation
• Multiple presentation support
• Allowing you to use the technology that makes sense to your
business
•
 25
Programming Model
• The general pattern is:
1. Create a request comprising one or more
operations on specified items
2. Submit the request to the service for
processing
3. Interpret the result returned by the service
•

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Commerce Foundation: Extensibility
points
• Commerce Entities
− Encapsulates a single business concept such as a product or a catalog
− Encapsulates both properties and relationships
− Can be extended to include new properties and new relationships
− Supported by meta data that provides descriptive information about the
Commerce Entity that can be retrieved via the API.
•
• Operations
− Provides CRUD capabilities on Commerce Entities
− Consists of one or more Operation Sequences
− May be extended
− The response of the operation may be extended
•
• Operation Sequences
− Operation Sequences can be plugged/unplugged on a per-channel
basis.
− Out of the box Operation Sequences can be replaced by custom ones
− Operation Sequences are reusable components that can be created
and reused on other projects
− Third parties may create new operations that may be purchased rather 27
than custom built
Commerce Entities:
Overview
• Commerce Server 2009 exposes a single generic class that
represents all Commerce Server entities called a
“CommerceEntity”
• Different types of Commerce Entities are distinguished by the
“ModelName” property

• Example query:
var product Query = new Query< Com m erceEnt it y> (“ Product ” );

product Query.Propert ies.Add(“ Id” );

product Query.Propert ies.Add(“ DisplayNam e” );

product Query.SearchCrit eria.Model.Propert ies.Add(“ Id” , “ 1243” );

product Query.SearchCrit eria.Model.Propert ies.Add(“ Cat alogId” ,” Advent ure Works Cat alog” );

Response response = Operat ionServiceAgent .ProcessRequest (request Cont ext , product Query.ToRequest ())

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Commerce Entities:
PropertyCollection
• Property Bag

• Getters/Setters - GetPropertyValue() & SetPropertyValue() methods

• Contains both CommerceEntity properties

and relationships

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Commerce Entity
Relationships
• Relationships are also returned in the Properties collection
• RelationshipList offers paging support
• Relationships are manipulated in the same manner as other
Commerce Entities

• Relationships are extensible

var queryVariants =
new CommerceQueryRelatedItem<CommerceEntity>("Variants");

productQuery.RelatedOperations.Add(queryVariants);

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Operation Based Programming
Model
• Operations span all Commerce Server sub systems:
− Catalog
− Orders
− Profiles
− Marketing
•
• New operations can be created that communicate with other
non-Commerce Server services:
− Other Microsoft products
− Non-Microsoft products
− Cloud-based services

• 31
Catalog System
Manage and present products & variants

Categorization and ranking

Multiple search mechanisms

Base & Virtual catalogs

Targeted catalog delivery for personalized experience

Business-user maintainable + Import/Export XML

Multilingual, multicurrency
Catalog System
Aggregation

Categorization and recategorization (Virtual catalogs)

Product Families

Inventory Integration

Associations and relationships

Business-user maintainable + Import/Export XML

Extensible Schema
Inventory System
Flexible configuration that allows for backordering and display of out of stock stock-keeping units (SKUs)

Order checking and update through pipeline components

Full text search and query integration with the Catalog System

Import and export operations similar to Catalog System

Runtime APIs with methods for searching, browsing, viewing details, inventory search options that include product filtering,
assigning inventory conditions, and roll-up values.

Integration with other Commerce Server 2009 systems, Catalog and Orders.

Integration with BizTalk Server; Import/Export APIs to support

LOB integration.
User Profile Management
Profiles: dat a definit ions for com m on
business ent it ies
Users, orgs, POs, requisitions,
products, accounts, etc.

Easily manage customers and trading

partners for site usage authentication
and advanced merchandising

Single aggregated view of customer

and associated data
Integrated into ASP.NET 2.0
Marketing System
Personalize the buying experience with targeted merchandising

Deliver the optimal content for a given user

in a given context, via Content Selection Framework

Create, analyze, and manage personalized

and targeted discounts, direct marketing and
advertising campaigns

Targeted Ads, Discounts, Coupons, & Direct E-Mail

Cross-sell and up-sell advertising

Orders System
Robust and extensible+serializable types and pipeline based system

Order calculation & capture

Checkout integration with Catalog, Profiles, Inventory, & Marketing

3rd Party Support: Shipping, Tax, Authorization, Fraud Detection

Payment & Shipping Methods: Multiple types, Split-tender, Split Shipments

Shopping Baskets & Lists, Purchase Orders

Discounting
Business Analytics System
A platform for building sophisticated analytics
Aggregates User Profile, Catalog, Orders,
Marketing, & IIS Web Log Data

An integrated solution for business

performance analysis

35 packaged user-customizable reports

Can create custom reports

Scalable to large sites

Business Analytics System
• 35 Reports Out-of-the-box, Customizable
− Advertising Reports
−
− Diagnostic Reports
−
− Product Sales Reports
−
− Query String Reports
−
− User Reports
−
− Visit Reports
− 39
Business Analytics System
• Advertising Reports
− Ad Reach and Frequency by Date
− Ad Reach and Frequency by Advertiser
− Campaign Item Summary
− Campaign Event Summary
• Diagnostic Reports
− Bandwidth Summary
− Bandwidth Trends
− Hits by HTTP Status
− Hits by Win32 Status

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Business Analytics System
• Product Sales Reports
− Buyer Browse to Purchase
− Customer Sales
− Order Events
− Shopping Basket Events
• Query String Reports
− Query Strings Single-Value
• User Reports
− Registered Users by Date Registered
− User Days to Register
− User Registration Rate
− Distinct Users by Time
− New Registered Users
− Registered User Properties
− Registered Users by Date Registered
− User Trends
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Business Analytics System
• Visit Reports
− Entry Pages
− Exit Pages
− General Activity Statistics
− User Visit Trends
• Web Usage Reports
− Activity by Browser
− Usage Trends
−



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Line-Of Business Integration
• BizTalk Adapters
− Catalog
− Orders
− Inventory
− Profiles
• Each define a specific set of XML
messages that can be exchanged.
• BizTalk Server exchanges, processes
messages with another application that is
the ultimate producer and/or consumer of
the messages.


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Line-Of-Business Integration

44
Example Orders Scenario

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Example Catalog Scenario

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Example Inventory Scenario

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Commerce Server Staging
(CSS)
• Mechanism to deploy data into production from a
“Staging”, or “pre-production” environment
• Can be automated via command line, PowerShell
scripting, Scheduling
• Web content
− Static content (HTML, images, digital media, etc)
− Dynamic content
− Files of all types (including Microsoft Word documents,
Portable Document Format (PDF) files, compressed
file archives, graphics, etc).
• Business data:
− Catalogs and catalog schema changes.
− Marketing data such as advertising, discounts, and
promotion codes.
− Site terms.
− Order configuration (payment methods and shipping
terms).
− Refresh cache with each business data type supported
by staging.
• IIS metabase. 48
Commerce Server Staging
(CSS)

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Performance & Scale
• Built & tested for large enterprises
• 10M item catalogs
• 100,000 catalogs & virtual catalogs
• 60M user profiles
• 100,000 orders/Day (12 hr peak)
• 10GB/hour data warehouse import
• Deployed in 99.9% availability
customer environments
• Multi-instance support (100 active,
1,000 provisioned)
• Commerce Server 2009 Performance Gui
Demonstration

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Evaluation Virtual PC Image
Free, downloadable 90 day time-bombed image from
Microsoft Connect web site
https://connect.microsoft.com/site643/Survey/Survey.aspx?Surve



52
Choose your template to change page
layout

53
Inline product definition editing

54
Fast Time to Market, Rich Sites
Contemporary Site Template

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Edit product property details on site

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Mobile Channel – Out of the Box

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Q&A…

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Business Analytics

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Commerce Server
2007

Business Analytics
Anatomy of Commerce Server

Business Analytics System

ITPro

Profile System Catalog System Orders System

Commerce Server Manager

Marketing System

SQL
SQ
Ser SQL LD SQ
L
ver Ser AP OD
L
Ser ver BC
CRM, ver Data Ser
Business Products
ERP, ver
& Other Apps Warehouse Marketing Profiles
Orders
Online Site
Information Challenges
• Flying blind
− Little insight on users, sales, and
trends
• Business users rely on IT for
information
− Must be able to take action based on
findings
− Need to access and manage own
information
• Many tools unusable at scale
− Millions of hits and events per day
Commerce Server Analytics
• Empower the Business User
− Manipulate data on business user’s workstation
− Customize reports through drag-and-drop
• Handle the largest sites
− Import data with highly efficient code
− Leverage SQL Analysis Services for efficient
reporting
• Closing the loop
− Close the loop of marketing and customer
interaction
 Close The Loop
Web
• Beyond simple click Site

stream analysis
• Browsing
User Profile
Management

• Platform to build Direct Mailer

sophisticated Transactions

analytics
for commerce
applications Business

•
Data
Warehouse

• Implicit user profiling

and targeting
Overview
Web Usage

Users
Interactive
Analysis
Transactions Business
Data Targeted
Catalog Warehouse Mail
User Profile
Advertisements Management
Other
 Overall Process Flow
Administration

Real Time
Events
ADO
Commerce
Event Data OLE DB Provider
Commerce
Reports
Commerce
events Commerce
data & CS Data Warehouse
IIS events
Web logs
DTS Packages

Other
Events IP Resolution
SQL OLAP
Delete Data Serve
Server
Custom Task r
Non-Event
Data
Commerce HTML/XML
data ADO / OLE DB CDO IE
Other Data

Data Data Storage Reports/

Sources Transform Intelligence
Data Warehouse Features
• Load DW from on-line data sources
− Web usage logs
− Profile data
− Product catalog data
− On-line transactions
− Marketing campaigns
• Architected for performance and scalability
− Millions of pages/day
− Several GBs of logs a day
• Extensible and programmable
− ADO.NET/OLE DB interface
Data Warehouse Features
• Usability
− Data Warehouse Configurator
− Data Warehouse Import Wizard
• Web log import manageability
− Restart and cancel log imports
− Log import progress updates
− Support flexible log file naming
• Support multi-site scenario
− Support host header import
− Support scripting of DTS tasks
Data Warehouse Features
• Overall integration
− Enable cookie-less mode user
identification with CS Profile
Management
− Support Catalog reporting language
− Support Transaction currencies
− Support Unicode database schema
• Improved high availability
− All DW operations support connection
retry and SQL Server failover
clustering
Analysis Features
• Standard reports out of the box
− Web usage analysis
− Campaign analysis
− Product sales analysis
− Diagnostics
− Query String Reports
− User Reports
− Visit Reports
• Performance and Scalability
− SQL Server 2008/2005/200 and Analysis
Services 2008/2005/2000
• Extensible via SDK
Reports
• Built on top of SQL Reporting Services
• Reporting Manager/Portal
• Reports
− 7 categories
− 35 reports
Reporting Manager/Portal
Reporting Manager/Categories
Reporting Manager
Category Reports
Reports Sample
Summary
• An enterprise and integrated
solution for many aspects of
e-business analysis
− Much beyond click stream analysis
• Scalable for small and large
dot com sites
• A platform for building highly
sophisticated analytics solution
for B2C, B2B, and CRM
applications
