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1   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Implementing Web Commerce in a Complex
            Environment (18206)
            Author: Patrick Mc Erlean, Architect
2           Presenter: Pepper Mint, Consulting Member of the Technical Staff
    Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Safe Harbor Statement

    The following is intended to outline our general product direction. It is
    intended for information purposes only, and may not be incorporated
    into any contract. It is not a commitment to deliver any material, code, or
    functionality, and should not be relied upon in making purchasing
    decisions.


    The development, release, and timing of any features or functionality
    described for Oracle’s products remains at the sole discretion of Oracle.



3   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle ATG Web Commerce

    • ATG Commerce
          –      Commerce website product on the market since 1997
          –      Manages catalog and orders, personalization, display, searching, etc
          –      Typically runs as an EAR in Weblogic or other application servers
          –      Has largely relied on Oracle databases


    • Oracle bought ATG at the beginning of 2011
          – ATG Commerce became Oracle ATG Web Commerce
          – Integration with various Oracle products began




4   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Program Agenda

    •   Infrastructure
    •   Integration
    •   Multisite & Multi-lingual
    •   Personalization
    •   Customization




5   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Program Agenda

    •   Infrastructure
    •   Integration
    •   Multisite & Multi-lingual
    •   Personalization
    •   Customization




6   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Infrastructure
    Overview
    • Development.                                                         • What the shopper sees:
                                                                             – Web store
                                                                           • What’s needed to get there:
                                                                             –   Development
                                                                             –   QA
                                                                             –   Merchandising
                                                                             –   Staging
                                                                             –   Production
                                                                             –   Integrations
                                                                             –   Reporting
                                                                             –   Network & Security

7   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Infrastructure




                                                                                                                            Staging
                                            Global Scenario                                                                                                             HTTP
                                                                                                                                                       Test User
                                                Server                       Search Server                                                                              Server                      Staging            Database
                                                                                                                                                                                                    Server              Server




                                                                                                   Production Environment
                  HTTP




                                                                                                                            Dev, QA & Merchandising.
                  Server                                                                                                                                      Search
                                              Commerce                                                                                                        Staging
                                                Server                                                                                                                                                              Test
                                                                             CSC Server                                                                       Server                         Source Control
                                                                                                                                                                                                                    User


                  HTTP
                  Server                      Commerce                                                                                                      Merchandiser    Developer
                                                                                                                                                                                                                           HTTP
                                                Server                               KB Server                                                                                                                             Server
                                                                               Deploy Data


                   HTTP                                                                                                                                                                 Deploy Data
                   Server                     Commerce                                                                                                   Publishing          Database
                                                Server                                                                                                                                                  QA Server   Database Server
                                                                                                                                                          Server              Server




                                                                                                                            Reporting
                                                                             Database Server
                   HTTP                                                                                                                                                          Transform & Load                            DBA
                   Server                 Commerce
                                 Router     Server                    Router
    Firewall
                                 Firewall                             Firewall                                                                             Data Warehouse                             Database
                                                                                                                                                                Server                                 Server         Reports User
                                                                                   Extract Event Data


8     Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Infrastructure
    Server Planning
    • Development Environment: source code, build, database, Content Administration (Publishing), Search
         Index, Search Query, HTTP, Commerce, Commerce Service Center (CSC), Knowledge, Reporting & Bug Tracking

    • QA Environment: build, test, database, Content Administration, Search Index, Search Query, HTTP,
         Commerce, CSC, Knowledge, Reporting, bug tracking and analysis

    • Merchandising / Publishing: Content Administration, Knowledge, database, Search Index and Search
         Query

    • Staging: HTTP, Commerce, Search Query and database
    • Production: HTTP, Commerce, Search Query, database, CSC and Knowledge
    • Reporting: Data Warehouse and database
    • Network & Security: firewalls, routers, network, storage




9    Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Program Agenda

     •   Infrastructure
     •   Integration
     •   Multisite & Multi-lingual
     •   Personalization
     •   Customization




10   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Integration
     Overview
     • Complexity:
           – Most complex area for commerce implementations
           – Typically many disparate systems and technologies
     • Focus on:
           – Performance, scalability, extensibility and high availability
           – Technology standards
     • Oracle ATG Web Commerce integration enablers:
           – Scalable server and component model
           – Extensive caching and lazy loading
           – Standards focus: Java, REST, RMI, JMS, JDBC etc


11   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Integration
     Standard Integrations
     Type of Data                                              Batch Data Sync   Real Time
     Customer                                                                        
     Product Catalog                                                        
     Pricing & Promotions                                                            
     Inventory                                                                       
     Shipping                                                                        
     Payments / Tax                                                                   
     Orders                                                                           
     Page Content                                                                     


12   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Integration
     Data Synchronization Considerations
     • Batch:
           –      What data is required for the web channel?
           –      How often to sync? Manual or scheduled?
           –      Sync to Content Administration or straight to production?
           –      Post synchronization task examples:
                    • Cache refresh
                    • Search re-indexing
                    • Catalog maintenance

     • Real-time:
           – Triggers
           – Caching


13   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Integration
     Multi-Channel Considerations
     • Customers:
           – Data to sync to web channel? Data to sync to customer master?
           – Sync triggers
           – Web channel specific data

     • Catalog:
           – What data needs to be synched to web channel (from the master)?
           – What data is web only?
           – Data enrichment for web channel

     • Inventory:
           – Caching versus real time: cached data for browse and real time for check out
           – Inventory updates: do adjustments happen on web channel or downstream?


14   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Integration
     Multi-Channel Considerations (continued)
     • Pricing & Promotions:
           –      Consistency of pricing is a major consideration?
           –      How often to sync data from the master
           –      Can all channels execute the web channel promotions?
           –      Do channels share payment and tax integrations?

     • Orders:
           – Channel integration with order management enables order modification, order status, returns
             & exchanges.
           – Who is the order master at any point in time? Order capture vs order management phases
           – Order locking across channels required for order modifications
           – Locks controlled by the order master
           – Which order modifications need to be synched across channels


15   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Integration
     Payments & Shipping
     • Payments
           –      Fraud & card expiration
           –      Refunds
           –      Price over-rides
           –      PCI compliance
           –      Multi-currency
           –      Mobile payments
     • Shipping
           – Multiple destinations
           – Methods & costs
           – Digital distribution

16   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Integration
     Content Management System (CMS)
     • CMS content versus Oracle ATG Web Commerce content? i.e.
       Static v Dynamic
     • Oracle ATG Web Commerce generally manages catalog content
     • CMS generally manages enrichment content like videos, PDFs,
       zoomable images, etc
     • Integration with CMS for page building. How to get catalog and
       dynamic content into CMS page preview?




17   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Integration
     Data Modeling
     • Schema:
           – Extend standard tables or create custom tables? Performance vs migration
           – Indexes for new data
           – Data purging
     • Repository:
           –      SQL Repositories are the ATG Java object <-> SQL translation layer
           –      Cache settings? Item and query cache
           –      Multi-lingual extensions
           –      Multi-site extensions
           –      Integration repository for external data source integration


18   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Program Agenda

     •   Infrastructure
     •   Integration
     •   Multisite & Multi-lingual
     •   Personalization
     •   Customization




19   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Multi-site & Multi-lingual
     Multi-site Considerations
     • How many sites? How are sites grouped?
     • What type of sites? e.g. country, affiliate, micro, etc
     • What resources do groups share? e.g. catalog, shopping cart,
       profiles, comparisons, search, etc
     • Catalog & price list assignment
     • Site specific catalog content and search indexing
     • Site specific over-rides. e.g. pointing to alternative integrations
     • Site specific personalization
     • URL strategy? e.g. path based or domain based

20   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Multi-site & Multi-lingual
     Multi-lingual Considerations
     • Catalog content: complicated by site specific catalog content
     • Multi-lingual web stores
     • Multi-lingual agent applications
     • How do we assign a language? e.g. locale, web site domain, etc
     • Localization of date and currency
     • Localization of error messages
     • Localization of integrated systems
     • Localization of CMS content


21   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Program Agenda

     •   Infrastructure
     •   Integration
     •   Multisite & Multi-lingual
     •   Personalization
     •   Customization




22   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalization
     Factors For Success
     • Start with simple personalization, i.e. content targeting to customer
       segments
     • Progress to complex user journeys, i.e. scenarios
     • Define the success criteria: more sales, happier shoppers, etc
     • What data to use for personalization rules creation?
     • Preview rules before deploying to the production site
     • Strategy for measuring personalization success, i.e. statistics.
     • In store personalization and loyalty programs


23   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Program Agenda

     •   Infrastructure
     •   Integration
     •   Multisite & Multi-lingual
     •   Personalization
     •   Customization




24   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Customization
     Overview
     • Must perform and be scalable
     • Must be maintainable and upgradable
     • Use Oracle ATG Web Commerce best practices
     • Oracle ATG Web Commerce uses patterns such as, modules,
       configuration layering, XML combine, pipelines, data abstraction and
       public APIs to help with all of the above
     • Migration scripts
     • UI customizations in custom web app, which layers on top of out-of-
       the-box web apps

25   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Q&A


26   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
27   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
28   Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

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Implementing Web Commerce In A Complex Environment

  • 1. 1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 2. Implementing Web Commerce in a Complex Environment (18206) Author: Patrick Mc Erlean, Architect 2 Presenter: Pepper Mint, Consulting Member of the Technical Staff Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 3. Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. 3 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 4. Oracle ATG Web Commerce • ATG Commerce – Commerce website product on the market since 1997 – Manages catalog and orders, personalization, display, searching, etc – Typically runs as an EAR in Weblogic or other application servers – Has largely relied on Oracle databases • Oracle bought ATG at the beginning of 2011 – ATG Commerce became Oracle ATG Web Commerce – Integration with various Oracle products began 4 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 5. Program Agenda • Infrastructure • Integration • Multisite & Multi-lingual • Personalization • Customization 5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 6. Program Agenda • Infrastructure • Integration • Multisite & Multi-lingual • Personalization • Customization 6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 7. Infrastructure Overview • Development. • What the shopper sees: – Web store • What’s needed to get there: – Development – QA – Merchandising – Staging – Production – Integrations – Reporting – Network & Security 7 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 8. Infrastructure Staging Global Scenario HTTP Test User Server Search Server Server Staging Database Server Server Production Environment HTTP Dev, QA & Merchandising. Server Search Commerce Staging Server Test CSC Server Server Source Control User HTTP Server Commerce Merchandiser Developer HTTP Server KB Server Server Deploy Data HTTP Deploy Data Server Commerce Publishing Database Server QA Server Database Server Server Server Reporting Database Server HTTP Transform & Load DBA Server Commerce Router Server Router Firewall Firewall Firewall Data Warehouse Database Server Server Reports User Extract Event Data 8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 9. Infrastructure Server Planning • Development Environment: source code, build, database, Content Administration (Publishing), Search Index, Search Query, HTTP, Commerce, Commerce Service Center (CSC), Knowledge, Reporting & Bug Tracking • QA Environment: build, test, database, Content Administration, Search Index, Search Query, HTTP, Commerce, CSC, Knowledge, Reporting, bug tracking and analysis • Merchandising / Publishing: Content Administration, Knowledge, database, Search Index and Search Query • Staging: HTTP, Commerce, Search Query and database • Production: HTTP, Commerce, Search Query, database, CSC and Knowledge • Reporting: Data Warehouse and database • Network & Security: firewalls, routers, network, storage 9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 10. Program Agenda • Infrastructure • Integration • Multisite & Multi-lingual • Personalization • Customization 10 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 11. Integration Overview • Complexity: – Most complex area for commerce implementations – Typically many disparate systems and technologies • Focus on: – Performance, scalability, extensibility and high availability – Technology standards • Oracle ATG Web Commerce integration enablers: – Scalable server and component model – Extensive caching and lazy loading – Standards focus: Java, REST, RMI, JMS, JDBC etc 11 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 12. Integration Standard Integrations Type of Data Batch Data Sync Real Time Customer   Product Catalog  Pricing & Promotions   Inventory   Shipping   Payments / Tax  Orders  Page Content  12 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 13. Integration Data Synchronization Considerations • Batch: – What data is required for the web channel? – How often to sync? Manual or scheduled? – Sync to Content Administration or straight to production? – Post synchronization task examples: • Cache refresh • Search re-indexing • Catalog maintenance • Real-time: – Triggers – Caching 13 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 14. Integration Multi-Channel Considerations • Customers: – Data to sync to web channel? Data to sync to customer master? – Sync triggers – Web channel specific data • Catalog: – What data needs to be synched to web channel (from the master)? – What data is web only? – Data enrichment for web channel • Inventory: – Caching versus real time: cached data for browse and real time for check out – Inventory updates: do adjustments happen on web channel or downstream? 14 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 15. Integration Multi-Channel Considerations (continued) • Pricing & Promotions: – Consistency of pricing is a major consideration? – How often to sync data from the master – Can all channels execute the web channel promotions? – Do channels share payment and tax integrations? • Orders: – Channel integration with order management enables order modification, order status, returns & exchanges. – Who is the order master at any point in time? Order capture vs order management phases – Order locking across channels required for order modifications – Locks controlled by the order master – Which order modifications need to be synched across channels 15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 16. Integration Payments & Shipping • Payments – Fraud & card expiration – Refunds – Price over-rides – PCI compliance – Multi-currency – Mobile payments • Shipping – Multiple destinations – Methods & costs – Digital distribution 16 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 17. Integration Content Management System (CMS) • CMS content versus Oracle ATG Web Commerce content? i.e. Static v Dynamic • Oracle ATG Web Commerce generally manages catalog content • CMS generally manages enrichment content like videos, PDFs, zoomable images, etc • Integration with CMS for page building. How to get catalog and dynamic content into CMS page preview? 17 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 18. Integration Data Modeling • Schema: – Extend standard tables or create custom tables? Performance vs migration – Indexes for new data – Data purging • Repository: – SQL Repositories are the ATG Java object <-> SQL translation layer – Cache settings? Item and query cache – Multi-lingual extensions – Multi-site extensions – Integration repository for external data source integration 18 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 19. Program Agenda • Infrastructure • Integration • Multisite & Multi-lingual • Personalization • Customization 19 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 20. Multi-site & Multi-lingual Multi-site Considerations • How many sites? How are sites grouped? • What type of sites? e.g. country, affiliate, micro, etc • What resources do groups share? e.g. catalog, shopping cart, profiles, comparisons, search, etc • Catalog & price list assignment • Site specific catalog content and search indexing • Site specific over-rides. e.g. pointing to alternative integrations • Site specific personalization • URL strategy? e.g. path based or domain based 20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 21. Multi-site & Multi-lingual Multi-lingual Considerations • Catalog content: complicated by site specific catalog content • Multi-lingual web stores • Multi-lingual agent applications • How do we assign a language? e.g. locale, web site domain, etc • Localization of date and currency • Localization of error messages • Localization of integrated systems • Localization of CMS content 21 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 22. Program Agenda • Infrastructure • Integration • Multisite & Multi-lingual • Personalization • Customization 22 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 23. Personalization Factors For Success • Start with simple personalization, i.e. content targeting to customer segments • Progress to complex user journeys, i.e. scenarios • Define the success criteria: more sales, happier shoppers, etc • What data to use for personalization rules creation? • Preview rules before deploying to the production site • Strategy for measuring personalization success, i.e. statistics. • In store personalization and loyalty programs 23 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 24. Program Agenda • Infrastructure • Integration • Multisite & Multi-lingual • Personalization • Customization 24 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 25. Customization Overview • Must perform and be scalable • Must be maintainable and upgradable • Use Oracle ATG Web Commerce best practices • Oracle ATG Web Commerce uses patterns such as, modules, configuration layering, XML combine, pipelines, data abstraction and public APIs to help with all of the above • Migration scripts • UI customizations in custom web app, which layers on top of out-of- the-box web apps 25 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 26. Q&A 26 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 27. 27 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
  • 28. 28 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.