Important Notice. Magento is a trademark of Magento, Inc. Copyright 2010 Magento, Inc.

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2 Imprtant Ntice Magent reserves the right t make crrectins, mdificatins, enhancements, imprvements, and ther changes t its prducts and services at any time and t discntinue any prduct r service withut ntice. Custmers shuld btain the latest relevant infrmatin befre placing rders and shuld verify that such infrmatin is current and cmplete. All prducts are sld subject t Magent's terms and cnditins f sale supplied at the time f rder acknwledgment. Magent warrants perfrmance f its prducts t the specificatins applicable at the time f sale in accrdance with Magent's standard warranty. Testing and ther quality cntrl techniques are used t the extent Magent deems necessary t supprt this warranty. Except where mandated by gvernment requirements, testing f all parameters f each prduct is nt necessarily perfrmed. Magent assumes n liability fr applicatins assistance r custmer prduct design. Custmers are respnsible fr their prducts and applicatins using Magent cmpnents. T minimize the risks assciated with custmer prducts and applicatins, custmers shuld prvide adequate design and perating safeguards. Magent des nt warrant r represent that any license, either express r implied, is granted under any Magent patent right, cpyright, mask wrk right, r ther Magent intellectual prperty rights relating t any cmbinatin, machine, r prcess in which Magent prducts r services are used. Infrmatin published by Magent regarding third-party prducts r services des nt cnstitute a license frm Magent t use such prducts r services r a warranty r endrsement theref. Use f such infrmatin may require a license frm a third party under the patents r ther intellectual prperty f the third party, r a license frm Magent under the patents r ther intellectual prperty f Magent. Resale f Magent prducts r services with statements different frm r beynd the parameters stated by Magent fr that prduct r service vids all express and any implied warranties fr the assciated Magent prduct r service and is an unfair and deceptive business practice. Magent is nt respnsible r liable fr any such statements. All cmpany and brand prducts and service names are trademarks r registered trademarks f their respective hlders. Magent is a trademark f Magent, Inc. Cpyright 2010 Magent, Inc. ii

3 CONTENTS ABOUT THIS MANUAL VII PART I SITE MANAGEMENT FEATURES 1 1 CONTROLLING WEBSITE ACCESS [EE] 1 LIMITING ADMINISTRATOR ACCESS TO SPECIFIC WEBSITES OR STORES IN THE BACKEND 1 LIMITING CUSTOMER ACCESS ON THE FRONTEND 2 2 CONTENT STAGING WEBSITES [EE] 7 CONTENT STAGING LOGIC AND WORKFLOW 7 SETTING UP CONTENT STAGING WEBSITES 7 MERGING CONTENT 9 CONTENT ROLLBACK 10 CAUTIONARY NOTES ABOUT CONTENT STAGING 11 3 PERFORMANCE ENHANCEMENTS [EE] 13 FULL- PAGE CACHING 13 CACHE MANAGEMENT 14 4 SECURITY ENHANCEMENTS [PE][EE] 15 ENCRYPTION AND HASHING 15 CHANGING THE DATABASE KEY 15 LOGGING ADMINISTRATOR ACTIONS 15 SETTING ADMINISTRATOR PASSWORD SECURITY LEVELS 17 PART II CATALOG AND CONTENT MANAGEMENT FEATURES 18 5 ENHANCED CONTENT MANAGEMENT SYSTEM (CMS+) [EE] 18 WIDGETS 18 BANNERS 20 VERSIONING 21 HIERARCHY 22 WYSIWYG 24 6 CATALOG SEARCH WITH SOLR [EE V1.8+] 26 7 INVENTORY CONTROL ENHANCEMENTS [EE V1.8+] 27 QUANTITY INCREMENTS & ONLY X LEFT 27 PART III MARKETING AND PROMOTION FEATURES 29 8 RICH MERCHANDIZING SUITE (RMS) [EE] 29 iii

4 Cntents TARGETED MARKETING USING CUSTOMER SEGMENTS 29 CREATING DYNAMIC PRODUCT RELATIONSHIPS 31 AUTOMATICALLY SENDING REMINDER S TO CUSTOMERS [EE V1.8+] 32 9 GIFT CARDS [PE][EE] 36 CONFIGURING GIFT CARDS 36 CODE POOL 36 GIFT CARD ACCOUNTS 37 GIFT CARD PRODUCTS 38 PURCHASING GIFT CARDS 40 PAYING WITH GIFT CARDS 40 REDEEMING GIFT CARDS REWARD POINTS AND LOYALTY PROGRAMS [PE][EE] 42 CONFIGURING REWARD POINTS 42 REWARD EXCHANGE RATES 44 SHOPPING CART PRICE RULES 45 CUSTOMER BALANCES 45 REDEEMING POINTS 45 REFUNDING TO REWARD POINTS PRIVATE SALES [EE] 47 INVITATIONS CONFIGURATION 47 INVITATIONS FRONTEND 48 INVITATIONS BACKEND 48 INVITATIONS REPORTS 49 EVENTS CONFIGURATION 50 EVENTS BACKEND 51 EVENTS FRONTEND 51 CATEGORY PERMISSIONS 52 WEBSITE RESTRICTIONS 52 PART IV CUSTOMER AND ORDER MANAGEMENT FEATURES STORE CREDIT [PE][EE] 53 CONFIGURATION OF STORE CREDIT 53 MANAGING STORE CREDIT 53 REFUNDING TO STORE CREDIT 54 PAYING WITH STORE CREDIT 54 STORE CREDIT IN MY ACCOUNT ASSISTED SHOPPING [EE V1.8+] ORDER ARCHIVING [EE V1.8+] 57 iv

5 Cntents APPENDICES 59 A SYSTEM REQUIREMENTS 59 B INSTALLING AND UPGRADING ENTERPRISE EDITION 61 NEW INSTALLATION REQUIREMENT 61 INSTALLING ENTERPRISE EDITION 61 UPGRADING ENTERPRISE 62 v

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7 Abut This Manual Abut This Manual This manual is intended as a supplement r fllw-n t the Magent User Guide. The Magent User Guide prvides a cmprehensive view f the basic Magent features and hw t get started setting up and managing a stre and a catalg in Magent. This dcument the Magent Enterprise & Prfessinal User Guide builds n the Magent User Guide and dcuments the features that are exclusive t the Magent Enterprise Editin and the new Magent Prfessinal Editin. Dcument at a Glance Magent Prfessinal Editin cntains a subset f features available in Magent Enterprise Editin. Bth the Enterprise and Prfessinal Editins cntain all f the capabilities f the Cmmunity Editin. The table belw lists the majr features and enhancements that are available t Magent Enterprise and Prfessinal custmers and where they re cvered in this dcument. Please see the release ntes fr the full set f additinal imprvements, changes and bug fixes fr yur specific release versin. Functinal Area Key Features Prfessinal Editin Enterprise Editin Site management Strng data encryptin Ch 4 Ch 4 Custmer access restrictin (by custmer grup and categry) Admin access restrictin (t specific stres & data) Ch 1 Ch 1 Administratr actin lgging Ch 4 Cntent staging and merging Ch 2 Catalg & cntent management Enhanced caching & full-page caching CMS+ (Enhanced Cntent Management) Ch 3 (v1.7+) Ch 5 (v1.7+) Enhanced inventry features Ch 6 (v1.8+) Prduct search using Slr Ch 7 (v1.8+) Marketing & prmtin Gift Certificates/Cards (Physical & Virtual) Ch 9 Ch 9 Reward Pints System Ch 10 Ch 10 (v1.7+) Rich Merchandising Suite Ch 8 (v1.7+) vii

8 Abut This Manual Autmated marketing reminders Ch 8 (v1.8+) Private (club) Sales Ch 11 Custmer & rder management Custmer Stre Credits Ch 12 Ch 12 Assisted shpping Ch 13 (v1.8+) Order archiving Ch 14 (v1.8+) Accunting & ERP package integratin BridgeCnnect Mdule (separately dwnladable) See Bridge Cnnect User Guide See Bridge Cnnect User Guide Cnventins Used in this Dcument Thrughut this dcument the fllwing ntatin is used t clarify the editin/versin f the sftware in which a feature is available: [PE] Feature/functinality is available in Magent Prfessinal Editin [EE] Feature/functinality is available in Magent Enterprise Editin [EEV1.8+] Feature/functinality is available in Magent Prfessinal Editin v1.8 r later Current Dcument Scpe (published May 2010) Magent Enterprise Editin v Magent Prfessinal Editin v viii

9 PART I SITE MANAGEMENT FEATURES 1 Cntrlling Website Access [EE] This chapter intrduces Magent Enterprise Editin s functinality fr restricting access t yur websites bth n the backend and the frntend. Fr yu admin users, Enterprise Editin allws yu t cntrl what they can see in the Admin Panel. Yu can restrict which features/functins are available t an admin user as well as which websites r stres prducts and data they can see. Fr yur custmers, Enterprise Editin als allws yu t easily cntrl whether yur frntend website is temprarily clsed (fr example, fr maintenance) r whether yur website is pen t all visitrs r t nly lgged in custmers r custmers in specific custmer grups (fr example, fr private sales r B2B websites). Limiting Administratr Access t the Admin Panel (Backend) As with all versins f Magent yu can create individual accunts fr each user t whm yu want t allw access t the backend Admin Panel. Yu can even create rles that define which Admin Panel functinality thse admin users will have access t. Additinally, Magent Enterprise Editin allws yu t further restrict that admin access t nly a specific site r set f sites and their assciated data. If yu have multiple brands r business units with separate stres all n the same Magent installatin, this allws yu t prvide admin access t each f yur business units but t still hide and prtect their data frm ne anther. T limit which websites r stres admin users can see when they lg in t the Admin Panel, yu ll create a rle with a limited scpe and resurces. Once yu have created a restricted rle, yu can assign that t a specific admin user accunt. Admin user assigned t a restricted rle will nly be able t see and change data fr websites r stres assciated with that rle. They will als be unable t change glbal settings r data. If an admin user s access is restricted t a specific set f websites and/r stres, the websites and stres fr which they are nt authrized will nt be shwn in the scpe drpdwns r they will be displayed as inactive. Only the sales and ther data fr allwed websites and stres will be shwn. 1

10 Part I Site Management Features T limit admin rle access t specific websites r stres: 1. Chse System > Permissins > Rles. 2. Click n the [+Add New Rle] buttn t create a new rle. 3. In the Rle Inf tab: Rle Name (required) Give the rle a descriptive name t help yu remember its scpe and purpse. 4. Select the Rle Resurces tab in the left clumn. In the Rle Scpes panel, set the fllwing values: Change the Rle Scpes drpdwn t Custm. Check/click the websites and/r stres that yu want users with that rle t have access t frm the resulting list. In the Rle Resurces panel, set the fllwing values: Change the Resurce Access drpdwn t Custm. Check/click the menus and features that yu want users with that rle t have access t in the resulting list. Imprtant Nte: Be sure t disable access t at least the Permissins tl here in the Rles Resurces sectin if yu are limiting website/stre access fr a given rle. Otherwise, users with this rle will be able t mdify their wn restrictins. If desired, select the Rle Users tab and assign existing Admin user accunts t this new rle. Click the [ Save Rle] buttn t save yur new rle. After creating a restricted rle, yu can create new admin users at any time (System> Permissins> Users) and assign yur new restricted rle t the admin users whse access yu wish t limit as yu create the accunts. Limiting Visitr/Custmer Access t the Website (Frntend) Anther Enterprise Editin cncept, called website restrictins, prvides yu with the ability t either shut dwn access t yur site cmpletely (fr example, if it s clsed fr maintenance) r t restrict access t nly lgged in custmers (fr example, fr B2B websites r fr private sales). 2

11 Chapter 1 Cntrlling Website Access Restricting custmer access frm an entire website If yu wish t temprarily clse yur website, yu can d s easily in Enterprise Editin by setting the website restrictins t website clsed. This will temprarily redirect site visitrs t any URL under Magent cntrl t a single landing page f yur chice. T restrict access t an entire website: 1. Chse System > Cnfiguratin. Select the General tab n the left. 2. In the Website Restrictins panel, yu can set the fllwing values: Access Restrictin - Determines whether the website restrictin features are enabled. If Yes, frntend website access is restricted in the manner set in the fields belw. If N, this feature in disabled and the fllwing settings have n effect. Restrictin Mde - There are three pssible mdes. Website Clsed All access t the frntend website is restricted and the website is essentially clsed. All frntend URLs are temprarily redirected t the page specified as the Landing Page belw. This setting can be useful during site maintenance r just prir t launch. Private Sales: Lgin Only Users can nly access the frntend website if they first lg in. All frntend URLs are temprarily redirected t either the specified landing page r t the lgin frm until the user lgs in. Users cannt create a new accunt themselves when the site is in this mde. Private Sales: Lgin and Register Users can nly access the frntend website if they first lg in. All frntend URLs are temprarily redirected t the lgin frm until the user lgs in. Users can create a new accunt themselves when the site is in this mde. Startup Page - Determines whether the site displays the lgin frm r a landing page until a user lgs in. This setting is nly applicable in Private Sales mde (if the previus setting is either Private Sales: Lgin Only, r Private Sales: Lgin and Register), because the Website Clsed ptin prhibits users frm lgging in altgether. T lgin frm Users are redirected t the lg in frm until they lg in. T landing page Users are redirected t the static page specified belw until they lg in. Imprtant nte: Be sure t include a link t the lgin page frm the specified landing page s that custmers can lg in t access the full site. Landing Page Specifies the landing page users see either when the website is clsed r when yu have chsen t startup frm a landing page in Private Sales mde. 3

12 Part I Site Management Features HTTP respnse - Specify the HTTP respnse sent ut when yur website is clsed and a cnnectin is attempted by bts, crawlers, r spiders. 503 Service unavailable means that the page is nt available, and the index will nt be updated. 200 OK means the landing page returned is the crrect page, and the spider might assume the landing page is the nly page n the site. 3. Click the [ Save Cnfig] buttn t save yur settings. The Private Sales website restrictin settings can be als used fr B2B websites. Custmers can be created in the backend and required t lg in in rder t view the site. Restricting custmer access n a categry-by-categry basis T cnfigure default access permissins and landing pages In rder allw specific custmer grups t see nly certain categries f yur website, yu first need t enable this ability in the Admin Panel. Yu can set default values that apply t all categries in yur entire stre. Yu can als verride these settings fr individual categries. 1. Chse System > Cnfiguratin. Select the Catalg tab n the left. 2. In the Categry Permissins panel, yu can set the fllwing values: Enable - Determines whether r nt categry access can be restricted. Yes, frntend website access is restricted in the manner set in the fields belw. A new tab (Categry Permissins ) will appear at the categry level in Catalg > Manage Categries s that yu can verride these settings n a categry-by-categry basis. N, this feature in disabled and the fllwing settings have n effect. Allw Brwsing Categry - Determines whether categry pages are visible and t which custmers. Yes, t all in rder t give this permissin t all custmer grups. Yes, t specified custmer grups in rder t give this permissin nly t certain custmer grups. Custmer Grups multiple select menu will appear listing all existing custmer grups, frm which yu can select the grup r grups t give this permissin. N, redirect t landing page in rder t deny this permissin t all custmer grups. 4

13 Chapter 1 Cntrlling Website Access Landing Page - Select the landing page that custmers will be directed t if they d nt have permissin t brwse categries. Custmers will be redirected if yu have selected either Yes, t specified custmer grups r N, redirect t landing page abve. They will als be redirected if yu deny access t a custmer grup n the categry level, which will be discussed further in the next sectin. This drpdwn lists all landing pages that have been created in CMS > Manage Pages. Display Prduct Prices - Determines whether prduct prices are displayed n the prduct listing pages and prduct inf pages. Yes, t all in rder t give this permissin t all custmer grups. Select Yes, t specified custmer grups in rder t give this permissin nly t certain custmer grups. If this ptin is selected, a Custmer Grups multiple select menu will appear listing all existing custmer grups, frm which yu can select the grup r grups t give this permissin. Select N in rder t deny this permissin t all custmer grups. Allw Adding t Cart - Determines whether custmers are able t add prducts t their carts frm the prduct listing pages and prduct inf pages. Select Yes, t all in rder t give this permissin t all custmer grups. Select Yes, t specified custmer grups in rder t give this permissin nly t certain custmer grups. If this ptin is selected, a Custmer Grups multiple select menu will appear listing all existing custmer grups, frm which yu can select the grup r grups t give this permissin. Select N in rder t deny this permissin t all custmer grups. Disallw Catalg Search by - Select the custmer grup r grups frm this multiple select menu that will nt be allwed t use the Quick Search bar in the header r the Advanced Search tl t search fr prducts in yur site. 3. Click the [ Save Cnfig] buttn t save yur settings. T apply categry permissins The default categry permissins that yu set abve can be verwritten n the categry level. T d s, navigate t Catalg > Manage Categries, select the desired categry frm the categry tree in the left clumn, and select the Categry Permissins tab. This tab will nly exist if yu have enabled this feature in the cnfiguratin settings described abve. Here yu have the ability t set permissins fr each website and each custmer grup. First, click the New Permissin buttn. Select the desired website and custmer grup frm the crrespnding drpdwns. If yu want t apply this permissin fr all websites and/r custmer grups, select All Websites r All Custmer Grups, respectively. 5

14 Part I Site Management Features Fr each type f permissin (brwsing, prduct prices, and add t cart) yu have the ability t Allw r Deny permissin. Additinally, yu can chse t use the permissin f the parent categry, Use parent. This setting is helpful if yu have a child categry r set f children categries which will always fllw the permissin settings f the parent. This way, yu can change the permissin settings f the parent categry and have the changes autmatically apply t the child r children categries. Each permissin (brwsing, prduct prices, and add t cart) will apply t the prduct listing (categry) page f the selected categry, as well as the prduct view (prduct) page f prducts assciated t the selected categry. Hwever, if a prduct is assciated t anther categry, which has n viewing r selling restrictins, then nne f the permissins will apply t the prduct view page. T remve a permissin, click the red X buttn. When yu have cmpleted these settings, click the Save Categry buttn in the tp right f the page. 6

15 Chapter 2 Cntent Staging Websites 2 Cntent Staging Websites [EE] This chapter intrduces Enterprise Editin s cntent staging functinality, which allws yu t create beta Websites that are visible nly t stre administratrs. Sme f uses f these sites include data entry, preparing and testing seasnal layut and data changes, and new CMS cntent.! It s imprtant t understand that these websites are cntent staging websites and are nt staging websites fr cde r develpment wrk. Cntent Staging Lgic and Wrkflw In rder t efficiently use cntent staging, it is necessary t understanding the way it wrks. Cntent staging Websites are created as hidden r beta Websites that can be accessed via a special URL, either n the same dmain as the live stre r n a separate dmain. In the backend, the Staging Websites can be used in the same way as nrmal Websites. During merging, all the cntent assigned t the Staging Website will becme assigned t the live Website, and all attributes n the Staging Website/Stre View level will be cpied t the matching live Website/Stre View. All mapping and cntent selectin details can be cntrlled. Additinally, during merging, a rllback (backup) can be created. Setting up Cntent Staging Websites T cnfigure yur cntent staging websites: There are sme cnfiguratin settings that must be cmpleted relating t cntent staging. T d s, navigate t System > Cnfiguratin, click the General tab in the left clumn, and select the Staging Websites sectin. Autmatically create Entry Pints fr Staging Websites - Determines if the entry pints (index files) fr beta sites are created autmatically. If yu plan t hst yur Staging Websites n a separate dmain, select N. Flder Name fr Entry Pints - Entry pints, if created autmatically, will be created as subdirectries in this path. This flder must be writeable. Clse Website during Merge r Rllback Determines if access will be restricted t the live site while the merge r rllback is being perfrmed. If yu select N, the site(s) can be accessed as usual. Take dwn entire frntend means access t all sites will be restricted, and is the recmmended ptin. 7

16 Part I Site Management Features Take dwn nly relevant websites means access will be restricted nly t the site(s) invlved in the merge r rllback activity. Landing Page Select the CMS page that will be shwn if the site is clsed during a merge r rllback activity. When yu have cmpleted these settings, click Save Cnfig in the tp right f the page. T create a new cntent staging website: Magent Enterprise Editin allws yu t create as many Staging Websites as required. 1. Navigate t System > Cntent Staging > Staging Websites. This page cntains a grid listing all existing Staging Websites. 2. Click Add Staging Website. 3. Select ne f existing websites as the base in the Surce Website drpdwn and click Cntinue. 4. Cnfigure the staging envirnment with the fllwing ptins: Label - Unique name assigned t the staging envirnment s that it is easily recgnizable. Staging Website Cde - Unique website cde f the Staging Website. This field will be pre-ppulated with and autmatically generated cde, althugh yu have the ability t mdify the value. Staging Website Name - Name f the Staging Website. This field will be preppulated with and autmatically generated name, althugh yu have the ability t mdify the value. Base URL and Secure Base URL - Base address f the Staging Website. If the website is t be hsted n a separate dmain r in a nn-default lcatin, enter a new value. Frntend Restrictin - Cntrls hw the frntend f the Staging Website can be accessed. The fllwing ptins are available: Nt accessible - Disables access t the entire staging frntend. Accessible The staging site is pen and can be accessed by anyne that knws the URL. Require HTTP Auth The staging site will shw a username and passwrd prmpt n access, which can be cnfigured belw. HTTP Lgin and HTTP Passwrd - Enter the username and passwrd used fr restricting frntend access when the Frntend Restrictin drpdwn abve is set t Require HTTP Auth. 5. Select Original Website Cntent t be Cpied t Staging Website This sectin determines which items will be cpied t the Staging Website frm the surce Website. 8

17 Chapter 2 Cntent Staging Websites 6. Select Original Website Stre Views t be Cpied t Staging Website This Sectin determines which Stre Views will be cpied t the Staging Website frm the surce Website. 7. When yu have cmpleted these settings, click Create. Yu will be redirected t the Staging Websites grid. Nw yu can start editing cntent, assign it t the Staging Website, and change attributes n the Website r Stre View level f the Staging Website. Yu can als edit the staging envirnment by clicking n the desired Staging Website in the grid. While editing, yu can change the Label and Frntend Restrictin ptins. Yu can als view the Event Histry tab, listing all events (creatin, merge, r rllback) that were dne in this site. Yu can als create Staging Websites based n ther Staging Websites. This allws mre peple t wrk n different parts f the new cntent. The cntent can be merged t the beta Website, fully tested and reviewed, and finally merged t the prductin (live) Website. Merging Cntent After making all the necessary cntent changes n the Staging Website yu can merge r schedule merging f the Staging Website t anther Website. T merge r schedule merging f a Website: 1. Navigate t System > Staging Envirnments > Staging Websites. 2. Click n the staging envirnment in the grid that yu want t merge. 3. Click Merge t pen the mapping cnfiguratin page. 4. In the tp sectin, define the mapping f the Websites and Stre Views. This cntrls which Staging Website is merged t which live Website, and which staging Stre View is merged t which live Stre View. Select the T Website, which is the target Website. The T website can be either the Surce Website, r anther Website. Click Add New Stre View Map. Select the Frm and T Stre Views. Each Frm Stre View ptin can nly be selected nce. Repeat adding Stre View maps fr all Stre Views that need t be merged. 5. Select the Create a backup checkbx if yu want t create a backup f the live site befre merging. 9

18 Part I Site Management Features 6. In the Select Items t be merged sectin, check all items that yu want t merge frm the staging t the live website. 7. Click Merge Nw r enter a date and time and click Schedule Merge.! Yu can nly create ne backup fr each website per merge. Backups are created in the database and require significant database space. Backups are nt updated when Magent is updated. If the table structure is changed during an update, there will be n way t restre the backup.! Fr a scheduled merge t be applied, the Magent crn jb has t be running n the server. Cntent Rllback If yu have selected the Create a backup checkbx during website merging, a backup f the target Website will be created just befre the merge. This backup nly cntains the tables related t the cntent staging merge and is nt a backup f the entire site. T rllback website cntent: 1. Navigate t System > Staging Envirnments > Backups. This page cntains a grid listing all existing backups. 2. Click n the backup in the grid that yu want t rll back. Yu will be redirected t the Website Backup Infrmatin page. This page has three tabs available in the left clumn: Backup General Inf - Displays the basic backup infrmatin. Table Prefix is the prefix used fr backup tables f this website in the database. Rllback Histry - Displays events assciated with this backup. Rllback - Cntains the list f items which are available fr rllback. 3. In the Rllback tab chse the items that yu want t restre. Yu can nly select the items which are available. 4. Click the Rllback buttn. After the website is restred, yu will be redirected t the backup grid. 10

19 Chapter 2 Cntent Staging Websites! Items are available fr rllback nly if the table versins f the backup and riginal Website match. If they d nt match, the rllback is nt pssible with Magent functinality. It can be carefully perfrmed using manual database administratin tls, hwever this is nt recmmended. The table versin might change when an upgrade f the Magent system als changes the structure f sme f the tables.! Rllback can be used either t restre cntent if an errr is nticed after a merge, r t restre t a previus site versin when the staging site is used fr seasnal r temprary Website changes. Cautinary Ntes Abut Cntent Staging Cntent staging is a very pwerful tl, but requires cautin t use it effectively. An imprtant thing t understand is that the Staging Website it is nt a separate beta Website with a separate database. It is anther Website in the stre that is hidden. Thus, creating and deleting cntent, such as prducts, requires special attentin. T remve a prduct frm a staging website: Yu cannt and shuld nt delete a prduct frm a cntent staging website. Deletin f the prduct in staging will result in deletin frm the live site as well. T remve a prduct frm a cntent staging website, yu shuld simply disable it in that website. 1. Navigate t Catalg > Manage Prducts and select the desired prduct frm the grid. 2. In the Websites tab, uncheck the Staging Website that yu wish t de-assciate frm the prduct. Alternatively, yu can change the Chse Stre View scpe drpdwn t the desired Staging Website, navigate t the General tab, and select Disabled in the Status drpdwn. Click Save when yu are finished. This will remve the prduct frm the Staging Website, but it will still exist in the prductin site until a merge is perfrmed. 3. Merge the Staging Website int the prductin Website by fllwing the steps in the previus sectin f this chapter. The prduct will be unassigned t r disabled in the Staging Website as well as the prductin Website. Nw yu can safely delete the prduct, as it is n lnger used. T create a prduct n a staging website: 1. Navigate t Catalg > Manage Prducts and click Add Prduct. 11

20 Part I Site Management Features 2. Create the prduct as usual and assign it nly t the Staging Website n the Websites tab. Save the prduct. 3. Merge the Staging Website int the prductin Website by fllwing the steps in the previus sectin f this chapter. Nw the prduct will be available in bth the staging and prductin Websites. Similar steps shuld be taken when wrking with ther types f cntent. Special care has t be taken when upgrading Magent. Upgrades will mdify Staging Websites but will nt mdify the backups, and in many cases (if the upgrade mdifies cntent tables) this can render the backup unusable. It is advisable t perfrm upgrades befre wrking n Staging Websites, r after a merge is perfrmed, cnfirmed and n rllback is expected t be used. 12

21 Chapter 3 Perfrmance Enhancements 3 Perfrmance Enhancements [EE] Full-Page Caching Full-page caching is an Enterprise Editin perfrmance enhancement that prvides quicker lading time fr frntend pages by caching the entire cntents f pages. Rather than retrieving page infrmatin frm the database each time the page is laded, that infrmatin will be pre-generated and stred. With EEv1.8, full-page caching can als cache recently viewed prducts as a dynamically cached blck further imprving page lad speeds. T cnfigure full-page caching There are sme cnfiguratin settings that must be cmpleted relating t Full Page Caching. In rder t d s, navigate t System > Cnfiguratin and select the System tab in the left clumn. The settings in the Full Page Cache Settings sectin cntrl the page cache which is generated after a visitr visits a page fr the first time. Pages that are never visited will nt be cached. The fllwing ptins are available: Cache Lifetime (minutes) Determines the number f minutes after which the page cache will be remved. A new page cache will be created the next time a visitr visits the page after the previus cache has been remved. Maximum Allwed Page Depth Determines the number f parameters fr each page that will be cached. Fr example, each layered navigatin filter applied t a page is anther parameter. If the page depth is limited t tw, each filter will be cached, as well as any cmbinatin f tw filters. Hwever, cmbinatins f three r mre filters will nt be cached. This allws cntrl ver the number f cached files that will be stred. Enable Cache Fr Nt Default Currencies Determines whether pages cntaining currencies ther than the default currency will be cached. This als allws fr cntrl ver the number f cached files that will be stred. The settings in the Full Page Cache Aut Generatin sectin cntrl the page cache which is generated autmatically via crawlers. This will create mre cached pages than the page caching frm the previus sectin, as pages will be cached even if they are nt visited. This will als allw the initial visitr t a page t avid the lad time, as the cached page file will already exist. The fllwing ptins are available: Enable Pages Cache Aut Generatin Select Yes t enable this feature. Crawler Threads Number Determines the number f parallel requests during this prcess. A higher number will reduce the amunt f time required t cache all pages, hwever it will als require mre system resurces. 13

22 Part I Site Management Features Generate Pages Cache Fr Nt Default Currencies Determines whether pages cntaining currencies ther than the default currency will be cached. This als allws fr cntrl ver the number f cached files that will be stred. Cache Management The Full Page Cache can be manually managed by navigating t System > Cache Management. Select the checkbx next t Cache Type Page Cache. Frm the Actins drpdwn, select whether t enable, disable, r refresh the page cache. This cntrls bth the visitr-generated and aut-generated cache described abve. This cache nly applies t visitrs wh d nt have saved sessin data. Any users wh d have a sessin will nt view fully cached pages. 14

23 Chapter 4 Security Enhancements 4 Security Enhancements [PE][EE] This chapter intrduces Magent Enterprise Editin encding and security features, matching PCI standard requirements. Encryptin and Hashing Magent Enterprise Editin hashes all data that des nt require decryptin by using a strng SHA-256 hashing algrithm instead f the previusly used MD5. Legacy passwrds will be hashed using the new algrithm whenever they are entered by custmers, and all new passwrds will be hashed using the SHA-256 algrithm. Magent Enterprise Editin als encrypts all data that des require decryptin by using an industry-standard AES-256 algrithm. This includes credit card data and integratin (payment and shipping mdules) passwrds. Changing the Database Key Magent Enterprise ffers a tl t change the database key that is used fr data encryptin and decryptin. This database key was generated when Magent was riginally installed in yur prductin envirnment. The key shuld be changed if the ld key is ever cmprmised, as well as n a regular basis t imprve security. When the key is changed, all legacy data is re-encded using the new key. T change the encding key: 1. Navigate t System > Manage Encryptin Key. 2. Select whether r nt the new encryptin key will generate autmatically. If nt, a New Key field will appear in which yu can manually enter a new key. 3. Click the Change Encryptin Key buttn in the tp right f the page. The encryptin key will be changed and all previus data will be encded with the new key. The new encryptin key will be displayed fr reference.! Please make a nte f the new key and keep it in a safe place. It will be required in rder t decrypt data if any prblems ccur with yur files. Lgging Administratr Actins 15

24 Part I Site Management Features Lgging f administratr actins allws tracking f backend activities. Fr mst events, the available infrmatin includes the actin, the name f the user wh perfrmed it, whether it was a success r failure, and the ID f the bject n which the actin was perfrmed. Additinally the IP and date are always lgged. T cnfigure lgging: By default, all available mdules are lgged. T cnfigure which mdules are lgged, navigate t System > Cnfiguratin, click the Admin tab in the left clumn, and select the Events Lgging sectin. Lcate the mdule yu wish t edit and select Yes t enable it r N t disable it. Additinally, yu can cntrl hw lng the lg entries are stred and hw ften they are archived. T edit these settings, click n the System tab in the left clumn and select the Event Lg Archiving sectin. Save Lg, days - Determines hw lng the lg entries are stred in the database befre being remved. If there are many administratrs wrking n the site, yu can change this value frm the default (60 days) t a lwer value t avid filling the capacity f the database. Lg Archiving Frequency - Determines hw ften ld events are saved t the archive. Pssible values are Daily, Weekly r Mnthly. Fr lg cleaning t wrk, the Magent crn jb has t be set up. Mre infrmatin is available here: hw_t_setup_a_crn_jb Lgs Reprt T view the actual lg f admin actins, navigate t System > Admin Actins Lg > Reprt. This page is in a grid frmat, allwing yu t srt and filter by values such as timestamp, IP address, user name, and mdule. If applicable, the Item_id will display the ID f an affected item, such as custmer ID, rder ID, r prduct ID. The lg reprt can be exprted t CSV r XML using the Exprt t drpdwn and Exprt buttn. Lgs Archive T access the lg archive files, navigate t System > Admin Lgging > Archive. This page lists the CSV lg files stred in var/admin_lgs. By default, the filename will cntain the current date in the frmat (is) yyyymmddhh.csv. Filenames are linked t dwnlad the apprpriate file. 16

25 Chapter 4 Security Enhancements Setting Administratr Passwrd Security Levels There is a set f ptins cntrlling administratr passwrd security. The fllwing settings are available by navigating t System > Cnfiguratin, clicking the Admin tab in the left clumn, and selecting the Security sectin: Maximum Lgin Failures t Lckut Accunt - Determines the number f cnsecutive failed lgin attempts that will cause that accunt t becme lcked. If yu d nt want t enable the lckut feature, leave this field blank. Lckut Time (minutes) Determines the duratin, in minutes, fr which the accunt will be lcked after the failed lgins. Passwrd Lifetime (days) - Determines the duratin, in days, until Magent will request an administratr t change their passwrd. If yu d nt want t enable the passwrd lifetime feature, leave this field blank. Passwrd Change - Determines if the administratr is required t change their passwrd after the passwrd expires (ptin Frced), r if the passwrd change is ptinal and a ntificatin message is displayed (ptin Recmmended). During an accunt lckut, ther administratrs can unlck the accunt by navigating t System > Permissins > Lcked Users. 17

26 PART II CATALOG AND CONTENT MANAGEMENT FEATURES 5 Enhanced Cntent Management System (CMS+) [EE] This chapter intrduces the enhanced cntent management system, CMS+. Widgets Widgets are cnfigurable and reusable page blcks that allw yu t display dynamic (r static) cntent in the frntend. Fr example if yu wanted t display all best sellers fr a specific categry n the tp part f the categry page yu can use a widget rather than custm cding that capability. T create a new Widget: Navigate t CMS > Widgets and click Add New Widget Instance. Yu will need t select the type and theme t use t fr this Widget, which cannt be changed after it has been created. The Widget type will determine which cnfiguratin ptins display in the Widget Optins tab in the next step. After clicking Cntinue, cnfigure the Widget with the fllwing ptins: Frntend Prperties Fr the mst part, all Widgets types have the same ptins in the Frntend Prperties tab. Yu can set the name, Stre View(s), and srt rder. The srt rder is nly relevant when tw r mre widgets bth display in the same sectin f the same page. This placement is determined in the Layut Updates sectin. Click Add Layut Update t create a rule defining where this Widget will display. Yu can add multiple Layut Updates. In the Display On drpdwn, select n which type f page this Widget will display. Yu can chse frm categry pages, prduct pages, r ther specific pages. If yu chse a type f categry r prduct, yu can then chse specific categries r prducts, respectively. If yu chse a specified page, yu must then chse the page (r select a frmat f page t use, i.e. all pages with a left clumn). Then, in the Blck Reference drpdwn, select the lcatin n this page where the Widget will be placed. All Widget types can be placed in the left, center, r right clumn, but sme can als be placed in the header r fter. Lastly, chse the Template. Sme Widget types nly have ne template, and therefre there is n ability t select. Link Widget types and prduct listing Widget types will have multiple template ptins t chse frm. 18

27 Chapter 5 Enhanced Cntent Management System (CMS+) Widget Optins - The ptins in this tab depend n which type yu initially selected. Banner Rtatr - This Widget allws yu t display ne r mre previusly created Banners. Banners are a new Magent feature which will be discussed in mre depth belw. Frm the Banners t Display drpdwn, yu can select if the Banners are all related t a Shpping Cart r Catalg Price Rule, in which case they will nly display if the rule is active and applied. Yu will be able t assciate a Banner with a price rule when creating the Banner. Depending n yur selectin frm that drpdwn, yu will be able t chse which specific Banners t use. If yu selected Specified Banners, then yu will be able t chse each Banner individually frm the grid belw. If yu chse Banners assciated t a Shpping Cart r Catalg Price Rule, then yu will need t select the Banner Type frm a drpdwn. Banner Type is set n the Banner level, and will help yu ensure that the Banners will fit the Blck Reference that yu chse in the previus tab. Frm the Rtatin Mde drpdwn, yu can select hw t display the Banners if yu have chsen mre than ne fr this Widget. Yu can display them all at nce r rtate them. If yu rtate them, yu can als chse if they will rtate randmly, in a series (they will rtate in rder based n psitin), r shuffled (they will all display nce in a randm rder, and then start ver). CMS Hierarchy Nde Link This Widget allws yu t link t a CMS Nde r page. Chse the Nde r page by selecting it frm the Hierarchy tree. Only pages which are part f the Hierarchy can be linked t using this Widget type. CMS Hierarchy is a new Magent feature, and will be discussed in mre depth belw. In additin t chsing the Nde r page t link t, yu can als custmize the text f the link. CMS Page Link This Widget allws yu t link t any existing CMS page. Chse the page by selecting it frm the grid. Yu can als custmize the text f the link. CMS Static Blck This Widget allws yu t insert an existing Static Blck. Chse the Static Blck by selected it frm the grid. Catalg Categry Link This Widget allws yu t link t a categry. Chse the categry by selecting it frm the categry tree. Yu can als custmize the text f the link. 19

28 Part II Catalg & Cntent Management Features Catalg Events Carusel This Widget allws yu t insert the Events Carusel. Catalg Events are a feature f the Enterprise Editin, and were intrduced in the previus Versin 1.3 release. They are discussed in mre depth in Chapter 8 abve. Yu can custmize the number f Events t display at nce in the Carusel, the number f Events t scrll each time the scrll arrws are clicked, and the width f the Carusel, s that it will fit int the Blck Reference that yu chse in the previus tab. Catalg New Prducts List This Widget allws yu t insert the new prducts blck. Prducts will display in this blck if the Set Prduct as New Frm/T Date range, cnfigured n a per prduct level, includes the current date. Yu can custmize the number f prducts t display at nce, as well as the cache lifetime. Catalg Prduct Link This Widget allws yu t link t a prduct. Chse the prduct by selected in frm the grid. The categry tree allws yu t filter the prduct results in the grid. Yu can als custmize the text f the link. Recently Cmpared Prducts This Widget allws yu t insert the recently cmpared blck. Yu can custmize the number f prducts t display at nce. Recently Viewed Prducts This Widget allws yu t insert the recently viewed blck. Yu can custmize the number f prducts t display at nce. Banners Banners are anther feature in Magent which allw yu t display blcks f infrmatin n the frntend. These blcks can cntain static cntent and Widgets. They can als be cnfigured t display nly t certain types f custmers, r when certain price rules are applied. T create a new Banner, navigate t CMS > Banners. After clicking Add Banner, cnfigure the Banner with the fllwing ptins: Banner Prperties Banner Name This is fr internal purpses. Active Only active Banners will be able t be displayed in the frntend. Applies T Select the Banner Type(s) frm this drpdwn. A Banner can be assciated t multiple Banner Types. As previusly discussed in the Widgets sectin, Banner Types are an internal tl t help yu keep track f the page area fr which a Banners is intended. This is due t the fact that yu may design the Banner dimensins t fit a specific space. When creating a Banner Rtatr Widget, yu can select the Banners t use based n Banner Type. Pssible Banner Types include the header, fter, left clumn, right clumn, and main cntent area. 20

29 Chapter 5 Enhanced Cntent Management System (CMS+) Custmer Segments Custmer Segments are a new Magent feature which will be discussed in mre depth in Chapter 11. Essentially, they are a rule-based tl fr dynamically segmenting custmers by attributes such as purchase histry, items in shpping cart and much mre. Yu can assciate a Banner t a Custmer Segment t persnalize yur marketing and merchandizing f prducts. T d s, select Specified frm the drpdwn, and highlight the desired Custmer Segment(s). Cntent Enter yur static HTML cntent in the text area. Yu can als insert Widgets and images int the cntent area. When yu click Insert Widget, a pp-up windw will allw yu t create the Widget t insert. Yu will be able t chse frm any f the previusly mentined Widget Types, except fr Banner Rtatr. The ptins in the pp-up windw include all f the ptins yu wuld see in the Widget Optins tab when creating a Widget thrugh CMS > Widgets, as well as the Template drpdwn frm the Frntend Prperties tab. When yu click Insert Image, a pp-up windw will allw yu select the image t insert frm yur media directry. Yu can als uplad images frm yur cmputer t the directry in this windw, and then select them t use in the Banner. If yu are using multiple Stre Views, yu can create different cntent fr each. Related Prmtins This tab includes ne grid cntaining all yur existing Shpping Cart Price Rules, and ne grid cntaining all yur existing Catalg Price Rules. Select the checkbx next t a Price Rule t assciate it. Yu can assciate this Banner t multiple Shpping Cart and Catalg Price Rules simultaneusly. If the Banner is assciated t any price rules, it will nly display when that rule is applied (the price rule is active and the cnditins in the rule have been met). Yu can als assciate a Banner t a Price Rule via the Price Rule page. Fr bth Shpping Cart and Catalg Price Rules, there is nw a Related Banners tab in the Price Rule page. This tab includes a grid cntaining all existing Banners, which can be assciated by selecting the checkbx next t the Banner. Versining Magent s new Versining system fr CMS pages allws yu t create multiple Versins f a page, track the Revisin histry f each Versin and restre, and separate the ability t create and publish based n permissins. Enabling Versins - When creating a new CMS page in Magent, yu will be presented with the ptin t enable Versining fr that particular CMS page. T enable it, select Yes frm the Under Versin Cntrl drpdwn. If N is selected, nly ne Versin will be saved, and there will be n ability t restre Revisins (this is hw CMS pages functined prir t the Versining feature). 21

30 Part II Catalg & Cntent Management Features Editing Versins - After saving the page initially, the ptins presented will change. In the Page Infrmatin tab, the Currently Published Revisin will display a link t the Versin that was just created. Even if the CMS page itself is nt published yet (the Status is Disabled), the Currently Published Revisin will display, and this will represent the Versin and Revisin that will display as sn as the page becmes published. T access the cntent sectin and make further edits, select the Versins tab. Initially, there will nly be ne Versin listed here. When yu select that Versin, yu will be redirected t a new page displaying the Versin ptins and the list f Revisins fr that Versin. Versin Label This is the name f yur Versin. It is fr internal purpses, t help yu differentiate between the cntent f the varius Versins. When yu want t create multiple Versins f the same page (fr example, a seasnal Versin and a regular Versin), make sure t label yur Versins apprpriately. Access Level This sets the permissins fr accessing this Versin. Private means that nly the creatr f this Versin will be able t access it. Prtected means that nly users with Publish Revisin permissins (in System > Permissins > Rles) will be able t access it. Public means all users with CMS Pages permissins will be able t access it. Owner By default, this will be the user wh created the page. The wner can be changed, which will affect access t the page if the access level is set t Private. Underneath these ptins is a grid listing all Revisins t this Versin. Clicking n a Revisin here will allw yu t edit the cntent, design, and meta data. Each time an edit is made t any Revisin and saved, a new Revisin will be created. Alternatively, yu can Save in New Versin, which will create a new Versin (in which this will be the first Revisin) instead f saving this as a new Revisin t the current Versin. Publishing Versins - In rder t publish a page, yu must select the desired Revisin f the desired Versin, and click Publish. If yu are currently making edits t this Revisin, the Publish buttn will instead read Save and Publish, which will simultaneusly create a new Revisin and publish the page. This published Versin and Revisin will nw display under the Currently Published Revisin link in the Page Infrmatin tab (yu may need t click Back nce r twice t arrive here). Make sure that the Status is set t Published fr the page t be visible n the frntend. Hierarchy 22

31 Chapter 5 Enhanced Cntent Management System (CMS+) The CMS Hierarchy feature is a categrizatin tl fr CMS pages, allwing users with n technical knwledge t create cmplex cntent pages and sectins f cntent such as Articles, Knwledge Base, and mre. The advantage t categrizing yur CMS pages is that yu will then be able t display autmatically generated menus and/r paginatin, t allw yur custmers t brwse thrugh the pages easily. T access the CMS Hierarchy, navigate t CMS > Pages > Manage Hierarchy. The Hierarchy can be managed per Stre View. Adding Ndes and pages - On the left side f the page will be the Hierarchy tree. Yu can add Ndes and pages t this tree. A Nde is used slely as flders t grup child Ndes and/r pages. Ndes cannt be viewed n the frntend. If a custmer visits a Nde n the frntend, they will autmatically be redirected t the first page under that Nde. Pages can be viewed n the frntend, but they can als be used as flders t grup child Ndes r pages. T add a Nde t the tree, click Add Nde n the right f the tree. The Nde will be added t whatever flder (whether Nde r page) is currently highlighted. T add a page r pages t the tree, select them frm the grid belw, and click Add Selected Page(s) t Tree. The page(s) will be added t whatever flder is currently highlighted. A page can nly be added t a flder nce, s it will becme inactive in the grid belw when that flder is highlighted. Hwever, pages can be added t multiple flders. Nde and page ptins When a Nde r page is highlighted, yu will be able t edit the ptin n the right f the tree. Prperties Here yu can edit the title and url key. They can nly be edited fr Ndes, because the title and url key fr pages are set in CMS > Pages > Manage Cntent. Yu can als preview the frntend. When previewing Ndes, yu will be redirected t the first page under that Nde. Render Metadata in HTML Head This sectin will nly appear fr tp level Ndes and pages. It is used fr SEO purpses t define the structure f the Hierarchy Paginatin Optins fr Nested Pages This sectin will nly appear if child Ndes r pages have been created under the currently highlighted Nde r page. They will nly cntrl the paginatin fr the immediate child Ndes r pages (i.e. paginatin ptins fr a tp level Nde r page will cntrl 1st level child Ndes and pages, paginatin ptins fr a 1st level child Nde r page will cntrl 2nd level child Ndes and pages, etc.). If paginatin is enabled, then links t the previus and upcming pages will appear abve and belw the page cntent n the frntend. They will link t the ther sibling pages. Yu can als cntrl the number f page links t display at nce. 23