Microsoft Solution for Internet Business. Developer's Guide. Version 1.0, January 2002

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1 Microsoft Solution for Internet Business Developer's Guide Version 1.0, January 2002 Abstract This guide contains guidelines, coding samples, and procedures to help you understand and develop Web sites using Microsoft Solution for Internet Business (MSIB) sites. This guide contains two sections: "Coding and Customizing a Site" and "Changing the Web Site Interface." The first section guides you in using Microsoft Content Management Server (MSCMS) 2001 Site Builder to create a Web site from a single Active Server Pages (ASP) code page as a starting point, and then shows you how to extend the existing Microsoft Solution for Internet Business, Retail Extension (MSIB RE) site. The second section shows you how to change the look, feel, and behavior of the MSIB RE site.

2 Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the example companies, organizations, products, domain names, addresses, logos, people, places and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, e- mail address, logo, person, place or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property Microsoft Corporation. All rights reserved. Microsoft, MS-DOS, Windows, Windows NT, BizTalk, FrontPage, Visual C#, Visual InterDev, and Visual Studio are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.

3 Table of Contents Coding and Customizing a Site...1 Considerations for Developing Your Site...1 ASP Classes...1 Variable Naming Conventions and Scope...1 Global Scope Variables...1 Page Scope Variables...1 Module Scope Variables...1 XML Comments and Compiled Help Files...2 Error Handling...2 Application Configuration Objects...2 HTML Fragment Caching...2 Product Catalog Implementation...2 Basket and Checkout Implementation...3 Authentication and Profile Implementation...3 Performance Implications...3 Creating MSCMS User Accounts...3 Setting Up the Development Environment...4 Installing FrontPage Extensions and Creating a Visual InterDev Project...4 Configuring SMTP Servers...5 Large Deployment SMTP Server Configuration...5 Small Deployment SMTP Server Configuration...6 Creating a Site from a Single ASP Code Page...7 Preparing the Site...7 Selecting the Default HTML Editor...7 Creating a Site Template Gallery...7 Creating a Folder...8 Creating a Resource Gallery...8 Creating a New Channel...8 Creating a Page Template...9 Adding Images to the Resource Gallery...10 Importing Images into the Resource Gallery...10 Allowing Access to a Page...10 Creating and Modifying Pages...11 Creating Web Site Pages...11 Assigning Pages to a Channel...11 Adding a Placeholder to the Template...12 Modifying the Template to Include Rich Content...12 Adding the Web Browser Control to a Template...13 Adding Edit Menu Custom Properties...14 Adding Content to a Placeholder...16 Modifying the Site Template...16 Adding the Top Navigation Code to the Template...16 Adding the Left Navigation Code to the Template...17 Adding the Header Code to the Template...18 Adding the Footer Code to the Template...19

4 Extending the MSIB Site...19 Working with the Catalog Pages...19 Changing the Category Page to Support Featured Products...20 Adding Related Products Support to the Product Screen...20 Working with the Checkout Pages...22 Changing the Basket Display Using Cascading Style Sheets...22 Changing the Order Confirmation Page...23 Creating Rich Product Pages...24 Implementing Content Connector...25 Adding Profile Data...25 Creating Content and Campaign Expressions, and Content and Target Groups...29 Creating the Personalized Content Object, and Modifying the Page Profile and Template...30 Adding An Advertisement to the MSIB Site...33 Creating Robust Data Validation...34 Sending Order Confirmation Enabling Anonymous Access to the Site...36 Modifying Pipeline Logging Behavior...37 Adding a Credit Card...38 Implementing Caching on the MSIB and MSIB RE Sites...39 Changing the Order of the Customer Name as it Appears on the Credit Card...39 Packaging Your Site and Exporting a.rop File for the Site...40 Exporting a.rop File for the Site...40 Packaging the Site...40 Changing the Web Site Interface...41 Removing Page Sections...41 Preventing the Top Navigation Area from Appearing on the Page or Taking Up Space...42 Removing the Top Navigation Area from All Pages...42 Removing the Top Navigation Area from All Pages That Use the Default Template..43 Changing the Look and Behavior of the Navigation Areas...44 Adding a Background Color to the Top Navigation Area...44 Adding an Item to the Top Navigation Area...44 Reordering the Items in the Top Navigation Area...45 Securing Pages with Secure Sockets Layer...45 Known Issues with the MSIB Site...47 Securing the Content Management Server Login Page...47 Site Search Returns Multiple Results for the Same Product...47 Catalog Caching for Development and Editing...48 Error Pages Displayed to Site Users During CMS Background Maintenance Run...48 Renaming the MSIBRE Channel Name...48 No Catalog Images...49 Channels and Navigation...49 Authentication Implementation Details...49 TopNav Channel Enumerates Past Screen Width...50 CommerceProps Resource...50 Anonymous Users Record Deletion...50

5 Javascript Error Message Localization...50 Tags Disallowed in Query Strings...50 Localizing Order Status Codes...50 Required Catalog Product Fields...51 Underlying Server Product Errors...51 Anonymous User Entries in the Business Desk Profile Editor...51 Pipeline Rounding Behavior...51 Basket Items Quantity Limit...51 Subchannel Posting Limit...51 Invalid.htm Page Needs Link to Home Page...51 Only Credit Card Payments Supported in MSIB Site...52 Allowed Password Characters...52 Removing Rich Product Pages...52 Including Purchase Order Version Numbers...52 Catalog Primary Key Limitations...53 User Interface Rendering When More Than 20 Catalogs on Site...53 Japanese Yen Character Rendering...53 Catalog Search Limitations...53 Creating Rich Products in Development Mode...53 Catalog Product Images...53 IISRESET...53 App Default Config Object Fields and Values...54 Additional Resources...55

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7 Coding and Customizing a Site This section includes considerations for developing a site using Microsoft Solution for Internet Business (MSIB) sites, procedures for creating a Web site from a single page of ASP code, and procedures for extending the existing Microsoft Solution for Internet Business, Retail Extension (MSIB RE) site. Considerations for Developing Your Site The following areas must be well understood before you develop Web sites using MSIB. They include information on ASP classes, site variables, error handling, and how major features are implemented. ASP Classes Active Server Pages (ASP) classes are used to encapsulate logical groupings of functions. The functional areas of the site are contained within defined objects. Most of the objects are interrelated through an associative relationship. The main page bodies have classes defined that control the content and navigation for that page. Because you use ASP classes to encapsulate and isolate functionality, migration to Microsoft ASP.NET is easier than using a flat, procedure based model. Variable Naming Conventions and Scope The MSIB sites use three variable prefixes that indicate the variable scope :g_, denoting global scope, p_ denoting page scope, and m_ denoting module scope. Global Scope Variables Global scope variables are created in the global.asa file and stored in the Application object. Thus, any page referencing them references the same object. These variables are true Application global variables. The ASPHeaderLib.asp file defines most of the global variables and assigns them values equal to their corresponding Application variables. Page Scope Variables Page scope variables are created outside of the context of an object and exist for the run time of that particular page. Thus, any scope in the page will have access to variables with the prefix p_. However, page-level variables only exist within the context of the given page execution and cannot be accessed by another executing instance of that page; the other page will have its own instances. In MSIB sites, the dependencies of objects on other objects are made obvious by passing page and global level references into the Init function. Module Scope Variables Module scope variables have scope only within a given object. These variables generally refer to page and global level variables. If the Init function assigns a module level variable with a variable that is passed into the function, then the terminate method of the class should set that module level variable to Nothing in order to decrement the reference counter inside the object. Thus, the assignment "set Microsoft Solution for Internet Business Developer's Guide 1

8 x = MyObject" causes AddRef() to be run on MyObject. A subsequent call, "set x = Nothing", causes Release() to be called on the object. It is important that you explicitly release memory using this method to avoid memory leaks. XML Comments and Compiled Help Files Each ASP class is commented using a specific XML commenting mechanism similar to the Microsoft Visual C# implementation in ASP.NET. This allows for the automatic generation of HTML-based documentation that is easily compiled into a help file; the ASP_Classes_Reference.chm file, which can be found in the Tools directory on the release CD, serves as a help file for this version of MSIB. Error Handling MSIB implements and uses a standard ASP class for handling errors ASPEventLib. An instance of this class is created in the ASPHeader include file using the page level variable p_aspeventlib. The class exposes a CheckError method, which should be used to handle all errors. If the Web site is running in production mode, all critical errors are logged and the user is redirected to a standard error page. If the Web site is running in development mode, the error message is displayed on the screen. You determine the mode in which the site is run by setting the m_applicationmode variable to DEVELOPMENT or PRODUCTION in the global.asa file. In either mode, non-critical errors are logged to the Windows application log and control is returned to the calling code. Use the Microsoft Windows Event Viewer application to view the log entries. Application Configuration Objects MSIB uses several application configuration objects. These objects are managed through Commerce Server Manager. Each object contains multiple properties and each has default values and descriptions. Modifying these values can change the behavior of your Web site. HTML Fragment Caching MSIB makes extensive use of Microsoft Commerce Server 2000 HTML fragment caching objects. The functionality is encapsulated in the ASPCacheLib file in the system/include folder. By caching the HTML fragments, MSIB achieves significant performance and scalability gains. Because the caches are Least Recently Used (LRU) caches and have adjustable time-to-live settings, they are self-managing and can be tuned for individual deployment requirements. Product Catalog Implementation The product catalog is based on the Microsoft Commerce Server 2000 Product Catalog System. MSIB supports multiple catalogs and expects that catalog definitions will be changed based on implementation requirements. The default MSIB catalog supports the following: Products that include variants, as well as products without variants. The concept of a "featured product" list. 2 Microsoft Solution for Internet Business - Developer's Guide

9 Identifying "related products" specified through the standard Commerce Server related products field. Expandable "Features" and "Benefits" sections. Basket and Checkout Implementation MSIB includes a fully functional online shopping system that leverages the standard Commerce Server shopping basket, shipping, and tax components. MSIB also uses CyberSource Corporation products for credit card validation. All of these components can easily be customized for your site. MSIB supports an address book and multiple ship-to addresses on a single order. It also supports the automatic posting of XML purchase orders to Microsoft BizTalk Server for integration with other systems. Authentication and Profile Implementation MSIB leverages Commerce Server 2000 for profile services and authentication. The Commerce Server Profiling System can be easily customized for implementationspecific requirements. MSIB also supports the ability to password hints to registered users. Performance Implications MSIB is a fully tested implementation framework that provides known performance and scalability to applications that are properly developed. Because the underlying suite of products provides extremely rich customization features, site architects must take required performance and scale into consideration when determining where and how to leverage targeted content. Creating MSCMS User Accounts After you have installed MSCMS and its components, you must create user accounts for MSCMS, for example, administrator, editor, subscribers, and authors, and use MSCMS Site Builder to set permissions. For more information about creating Windows accounts, see Windows 2000 Server Help. For more information about understanding user roles, setting up rights and rights groups, assigning publishing rights, and so on, see the following topics in the MSCMS Site Administrator's Guide: Understanding user roles Setting up rights and rights groups Best practices Assigning publishing rights to users Assigning ownership of templates Adding LDAP users and groups For more information about roles and rights, see the following topics in the MSCMS Business Desk User's Guide: Content Connector guests Content Connector privileged users Microsoft Solution for Internet Business Developer's Guide 3

10 Content Connector roles and responsibilities For more information about the MSCMS and publishing workflow, see the following topics in the MSCMS Site Administrator's Guide: Understanding the MSCMS 2001 workflow Understanding the publishing workflow Setting Up the Development Environment In this section, you set up a Microsoft Visual InterDev 6.0 project for your MSIB site. The prerequisite conditions for this are explained, along with procedures for satisfying those conditions. Installing FrontPage Extensions and Creating a Visual InterDev Project Before you set up a Microsoft Visual InterDev project for your MSIB site, it is necessary to ensure that Microsoft FrontPage extensions are installed on your Web site. Use the following procedures to determine whether FrontPage extensions are installed, install them if they are not, and then create a Microsoft Visual InterDev project. To determine if Microsoft FrontPage extensions are installed on the Web site 1. Click Start, point to Programs, point to Administrative Tools, and then click Internet Services Manager. 2. Right click the CMSRetail Web site icon, and then click All Tasks. 3. If Check Server Extensions is included in the options shown, the extensions are already installed; if it does not appear, use the following procedure to install the extensions. To install Microsoft FrontPage extensions on IIS 1. Click Start, point to Programs, point to Administrative Tools, and then click Internet Services Manager. 2. Right-click the CMSRetail Web site icon, select All Tasks, and then click Configure Server Extensions. 3. Follow the instructions in the Server Extensions Configuration Wizard to install the FrontPage Server extensions. To create a project in Visual InterDev In Visual InterDev 6.0, on the File menu, click New Project. 2. In the New Project dialog box, in the Name box, type CMSRetailProject, and then click Open. 3. In the Specify Server and Mode dialog box, in the What server do you want to use? box, type the name of the server, and then click Next. (If the site was installed on an alternate port, type the port number after the name, separated by a colon, for example, <servername>:8080.) 4 Microsoft Solution for Internet Business - Developer's Guide

11 4. In the Specify your Web dialog box, select Connect to an existing Web application on <servername>, select <Root Web> from the drop-down list, and then click Finish. Visual InterDev begins creating a project file; this may take a few minutes depending on the speed of the computer. 5. If you are prompted to install the Web component library, click No, since this is not needed for working on an MSIB-based site. 6. In Visual Interdev 6.0, in Project Explorer, right-click the file default.asp, and then click Set as Start Page. Your project is now ready for development. Note: If you have difficulties with Microsoft Visual InterDev or need debugging support, search for articles at using the keywords InterDev Debugging." Configuring SMTP Servers Simple Mail Transfer Protocol (SMTP) must be configured on Web servers and with SMTP relay servers in the site in different ways depending on the size of the deployment. A prerequisite for both deployments is that SMTP must be installed on all Web servers. By default, when Microsoft Windows Server 2000 is installed on the Web server, SMTP is installed automatically. Large Deployment SMTP Server Configuration A large deployment includes a dedicated SMTP relay server, as well as a set of Web servers that drop to a specific folder for pick up by the SMTP relay server. Use the following procedures to configure the relay server and the Web servers for a large deployment. To configure the SMTP relay server for a large deployment 1. Install the SMTP service. Remove any services that you do not need on this computer, such as the Web service and the FTP service. 2. On the SMTP relay server, right-click My Computer, and then click Manage. 3. In the Computer Management screen, expand Services and Applications, expand Internet Information Services, right-click Default SMTP Virtual Server, and then click Properties. 4. In the Default SMTP Virtual Properties dialog box, on the Access tab, click Relay. 5. In the Relay Restrictions dialog box, select Only the list below. 6. In the Computers section, click Add. 7. In the Computer dialog box, in the IP address box, type the IP address of each Web server, and then click OK. You have the option of entering an entire subnet; this is helpful from an administration standpoint as it only requires one Microsoft Solution for Internet Business Developer's Guide 5

12 entry. It is important that restrictions are in place as you do not want the site put on the real-time blackhole list (a list of known junk messages sources). 8. After you have added all of the Web server IP addresses, in the Relay Restrictions dialog box, click OK. 9. In the Default SMTP Virtual Server Properties dialog box, click OK. To configure the Web servers for a large deployment 1. On each Web server, right-click My Computer, and then click Manage. 2. In the Computer Management screen, expand Internet Information Services, right-click Default SMTP Virtual Server, then click Properties. 3. In the Default SMTP Virtual Properties dialog box, on the Delivery tab, click Advanced. 4. In the Advanced Delivery dialog box, in the Smart host box, type the domain name of the SMTP relay server, and then click OK. (This can also be a Netbios name or an IP address.) 5. In the Default SMTP Virtual Server Properties dialog box, click OK. 6. In Commerce Server Manager, expand Commerce Sites, expand CMSRetail, expand Site Resources, right-click App Default Config, and then click Properties. 7. In the App Default Config Properties dialog box, in the Properties box, scroll to the SMTP Drop Location section, in the Property Value box, type <drive letter>:\inetpub\mail root\pickup, or the path to the mail root directory that you have established. Small Deployment SMTP Server Configuration A small deployment includes the SMTP relay server of your Internet Service Provider (ISP), as well as a set of Web servers that drop to a specific folder for pick-up by the SMTP relay server. The following procedure show you how to configure the Web servers. To configure the SMTP relay server for a small deployment 1. Contact your ISP to get the domain name of the SMTP relay server. 2. On each Web server, right-click My Computer, and then click Manage. 3. In the Computer Management screen, expand Services and Applications, expand Internet Information Services, right-click Default SMTP Virtual Server, and then click Properties. 4. In the Default SMTP Virtual Properties dialog box, on the Delivery tab, click Advanced. 5. In the Advanced Delivery dialog box, in the Smart host box, type the domain name of the ISP SMTP relay server, and then click OK. 6. In the Default SMTP Virtual Properties dialog box, click OK. 6 Microsoft Solution for Internet Business - Developer's Guide

13 7. In Commerce Server Manager, expand Commerce Sites, expand CMSRetail, expand Site Resources, right-click App Default Config, and then click Properties. 8. In the App Default Config Properties dialog box, in the Properties box, scroll to the SMTP Drop Location section, in the Property Value box, type <drive letter>:\inetpub\mail root\pickup, or the path to the mail root directory that you have established. Creating a Site from a Single ASP Code Page Using the following sets of procedures, you will create a site using a single ASP page, MSIBtemplate.asp, as your starting point. It is assumed you will use Microsoft Visual InterDev as your primary development tool for these procedures. Preparing the Site In this section, you select a default HTML editor to use for editing your Web site, create the infrastructure for your Web site pages, and set up user access to your Web pages for Microsoft Windows NT domain users and local users. Selecting the Default HTML Editor You use Microsoft Content Management Server (MSCMS) Site Builder to edit the templates for your Web site. MSCMS requires that you use an HTML editor application when editing templates. Using Notepad.exe as your default HTML editor is not recommended, because it does not support drag and drop placement of HTML edit controls. Use the following instructions to make Microsoft Visual InterDev your default HTML editor. To set Visual InterDev as your default HTML editor 1. Use Windows Explorer to determine the directory path for the application devenv.exe. By default, this file is installed in C:\Program Files\Microsoft Visual Studio\Common\IDE\IDE98\. 2. In MSCMS Site Builder, on the Tools menu, click Select HTML Editor. 3. In the Select HTML Editor dialog box, click Browse to locate the application devenv.exe, and then click OK. Visual InterDev is now set as your default HTML editor. Creating a Site Template Gallery Use the following procedure to create a site template gallery in MSCMS Site Builder. To create a site template gallery 1. In MSCMS Site Builder, in the left pane, click the Template Gallery icon. 2. In the middle pane, right-click Templates, and then click New Gallery. 3. In the New Template Gallery dialog box, in the Name box, type MSIBtest, and then click OK. The template gallery, MSIBtest, is now created and appears in MSCMS Site Builder. Microsoft Solution for Internet Business Developer's Guide 7

14 Creating a Folder Use the following procedure to create a folder in MSCMS Site Builder. To create a folder 1. In MSCMS Site Builder, in the left pane, click the Folders icon. 2. In the middle pane, right-click Folders, and then click New Folder. 3. In the New Folder dialog box, in the Name box, type MSIBtest, and then click OK. The new folder, MSIBtest, is now created and appears in MSCMS Site Builder. Creating a Resource Gallery Use the following procedure to create a Resource Gallery in MSCMS Site Builder. To create a Resource Gallery 1. In MSCMS Site Builder, in the left pane, click the Resource Gallery icon. 2. In the middle pane, right-click Resources, and then click New Gallery. 3. In the New Resource Gallery dialog box, in the Name box, type MSIBtest, then click OK. The resource gallery, MSIBtest, is now created and appears in MSCMS Site Builder. Creating a New Channel Use the following procedure to create a new channel in MSCMS Site Builder. To create a new channel 1. In MSCMS Site Builder, in the left pane, click the Channels icon. 2. In the middle pane, expand Channels, right-click MSIBRE, and then click New Channel. 3. In the New Channel dialog box, in the Name box, type MSIBtest. 4. On the Web Authoring tab, select Enable Web Author Access on this Channel. 5. In the Folder section, click the ellipsis [ ] button to open the Select Folder dialog box. 6. In the Select Folder dialog box, select MSIBtest, and then click OK. 7. In the Template Gallery section, click the ellipsis [ ] button to open the Select Template Gallery dialog box. 8. In the Select Template Gallery dialog box, select MSIBtest, and then click OK. 9. In the Resource Gallery section, click the ellipsis [ ] button to open the Select Resource Gallery dialog box. 10. In the Select Resource Gallery dialog box, select MSIBtest, and then click OK. 11. In the New Channel dialog box, click OK. 8 Microsoft Solution for Internet Business - Developer's Guide

15 The new channel is created. Creating a Page Template Use the following procedure to create a new page template. To create a new page template 1. In the directory /inetpub/wwwroot, create a new directory and name it temp. 2. Create a text file named MSIBtemplate.asp in the /inetpub/wwwroot/temp directory, and then copy and paste as HTML the following code into the new file: <!-- Microsoft Content Management Server template file --> <!-- this is the START of code for blank page --> <!-- #include virtual="/include/aspheader.asp" --> <html> <head> <title>msib</title> <!-- put links for style sheets here --> <link rel="stylesheet" type="text/css" href="/css/defaultlayout.css"> <link rel="stylesheet" type="text/css" href="/css/defaultstyles.css"> </head> <body leftmargin="0" marginwidth="0" topmargin="0" marginheight="0"> <!-- start of header area --> This is the header area <hr> <!-- end of header area --> <!-- start of top nav area --> This is the top nav area <hr> <!-- end of top nav area --> <table width="100%"> <tr> <!-- start of left nav area --> <td> This is the left nav area </td> <!-- end of left nav area --> <!-- start of body/page content area --> <td> This is the body/page content area </td> <!-- end of body/page content area --> </tr> </table> <!-- start of footer area --> Microsoft Solution for Internet Business Developer's Guide 9

16 <hr> This is the footer area <!-- end of footer area --> </body> </html> <!-- this is the END of code for blank template page --> 3. Save and close the file MSIBtemplate.asp. 4. In MSCMS Site Builder, in the left pane, click the Template Gallery icon. 5. In the middle pane, right-click the MSIBtest template, and then click New Template from File. 6. In the Select New Template dialog box, browse to the file /inetpub/wwwroot/temp/msibtemplate.asp, and then click Open. 7. In the Template Type dialog box, click Page Template, and then click OK. 8. In the right pane, right-click MSIBtemplate, then click Approve. The new page template is saved. Adding Images to the Resource Gallery Use the following procedure to add images to the Resource Gallery. To add an image to the Resource Gallery 1. In Internet Explorer, browse to a page on your local computer that contains the image that you want to include in your gallery. 2. Right-click the image, and then click Copy. 3. In the left pane of MSCMS Site Builder, click the Resource Gallery icon. 4. In the middle pane, right-click MSIBtest, and then click Paste. The image is now added to the Resource Gallery. Importing Images into the Resource Gallery Use the following procedure to import images into the Resource Gallery. To import an image into the Resource Gallery 1. In MSCMS Site Builder, in the left pane, click the Resource Gallery icon. 2. In the middle pane, right-click MSIBtest, and then click New Resource. 3. In the Select New Resource dialog box, browse to \inetpub\wwwroot\images, select an image, and then click Open. The image you selected now appears in the Resource Gallery. Allowing Access to a Page Use the following procedure to allow user access to a page. To allow a user access to a page 10 Microsoft Solution for Internet Business - Developer's Guide

17 1. In MSCMS Site Builder, in the left pane, click the User Roles icon. 2. In the middle pane, click Subscribers. 3. On the File menu, click New Rights Group. 4. In the right pane, right-click New Rights Group, click Rename, type SubscribersGroup, and then press ENTER. 5. Right-click SubscribersGroup, and then click Properties. 6. In the SubscribersGroup Properties dialog box, on the Group Members tab, click Modify. 7. In the Modify Member - SubscribersGroup dialog box, do the following: Use this Select from list of all groups NT Domains Group or User Name 8. Click Add, and then click OK. To do this Select Manually enter groups and users. Select the domain to which the user belongs. Type the user name. 9. In the SubscribersGroup Properties dialog box, on the Group Rights tab, right-click Channels, click Propagate Rights to Children, and then click OK. The user now has access privileges to the specified page. Creating and Modifying Pages In this section, you create pages, assign them to channels, add placeholders and placeholder content, and add controls to templates in order to allow content creators and editors to have Web access to the site. You will also add a control that content creators and editors will use for a variety of editing functions while accessing the site. For more information on channels, templates, and placeholders, see the MSCMS online documentation. Creating Web Site Pages Use the following procedure to create a Web site page. To create a Web site page 1. In MSCMS Site Builder, in the left pane, click the Folders icon. 2. In the middle pane, expand Folders, right-click MSIBtest, and then click New Page. 3. In the Select Template dialog box, in the Page Templates section, select MSIBTest, select MSIBtemplate.asp, and then click OK. A visual representation of the Web page appears. 4. Click Save to save the page in the MSIBtest folder, and name it Page1. 5. On the File menu, click Approve. Do not create a new posting at this time. Assigning Pages to a Channel Use the following procedure to assign the new page to a channel. Microsoft Solution for Internet Business Developer's Guide 11

18 To assign a page to a channel 1. In MSCMS Site Builder, in the left pane, click the Folders icon. 2. In the middle pane, click MSIBtest. 3. In the right pane, right-click Page1, and then click New Posting. 4. In the New Posting for Page1 dialog box, click Reset to change the Display Name to the page name (Page1). 5. In the Select Channel section, click the ellipsis button [ ] to assign the page to the MSIBtest channel. 6. In the Select Channel dialog box, click MSIBRE, click MSIBtest, and then click OK. 7. In the New Posting for Page1 dialog box, click OK to confirm the posting. Adding a Placeholder to the Template Use the following procedure to add a placeholder to a template. To add a placeholder to a template 1. In MSCMS Site Builder, in the left pane, click the Template Gallery icon. 2. In the middle pane, click MSIBtest. 3. In the right pane, right-click MSIBtemplate, and then click Edit Template HTML. 4. In Microsoft Visual Interdev, on the Source tab, in the page body area of the template file, locate the following line of code: This is the body/page content area i 5. Under this line of code, type <p>, and then add a space. 6. Set the focus to the Design Palette window. 7. On the Controls tab, click HTML Edit Control, and then drag that control into the space under the <p> you just typed in the Microsoft Visual InterDev editor. 8. Under the line of code that was just created in MSCMS Site Builder, type <p> again, and then save the template. 9. Close the Design Palette window. You cannot approve the template until you complete this step. 10. In MSCMS Site Builder, right-click MSIBtemplate, and then click Approve, acknowledging the dependencies. Note: If the Template Validation Failure dialog box appears, click Continue, and if necessary, click OK. Modifying the Template to Include Rich Content Use the following procedure to modify the template to include rich content. To modify the template to include rich content 12 Microsoft Solution for Internet Business - Developer's Guide

19 1. In MSCMS Site Builder, in the left pane, click the Template Gallery icon. 2. In the middle pane, click MSIBtest. 3. In the right pane, double-click MSIBtemplate.asp. 4. In the MSIBtemplate Template screen, right-click within the placeholder, and then select Placeholder Properties. 5. In the Placeholder Properties dialog box, on the General tab, in the Placeholder Type section, select Multi-Purpose. 6. In the Author Edit Permissions section, select HTML Source Editing. 7. On the Linking tab, ensure that Allow Hyperlinks is selected. 8. In the Placeholder Properties dialog box, click OK. 9. Within the placeholder, type some text to identify the area of the placeholder when you browse to a page created from the template later. 10. In the MSIBtemplate.asp Template screen, click Save on the toolbar, and then click Approve on the toolbar, acknowledging the dependencies. 11. Using the instructions in the "Creating Web Site Pages" and "Assigning Pages to a Channel" sections above, create a new page and posting named Page2. 12.To verify that the content appears on your site, using Internet Explorer browse to the new page at to view the template with the identifying content in the placeholder. Adding the Web Browser Control to a Template The Web Browser Control (WBC) allows for browser-based administration and editing. Many content management tasks, such as editing rich content and approvals, are made available through the WBC MSCMS Site Builder is not required. Use the following procedure to add the WBC control to a template. To add the Web Browser Control to a template 1. In MSCMS Site Builder, in the left pane, click the Template Gallery icon. 2. In the middle pane, click MSIBtest. 3. In the right pane, right-click MSIBtemplate.asp, and then click Edit Template HTML. 4. In Microsoft Visual InterDev, on the Source tab, in the file MSIBtemplate.asp, locate the following line of code: <!--end of body/page content area--> 5. Just above this line of code, paste as HTML the following code in order to enable the Web Browser Control: <td valign='top'> <% if not autosession.isloggedinasguest then Call showsitemodeswitch() Call EmbedFlatHTMLConsole() End If Microsoft Solution for Internet Business Developer's Guide 13

20 %> </td> 6. Click Save on the toolbar. 7. Close the Design Palette window. You cannot approve the template until you complete this step. 8. In MSCMS Site Builder, in the right pane, right-click MSIBtemplate.asp, and then click Approve, acknowledging the dependencies. 9. In MSCMS Site Builder, in the left pane, click the Folders icon. 10. In the middle pane, right-click MSIBtest, and then click New Page. 11. In the Select Template dialog box, select MSIBtemplate.asp, and then click OK. 12. In the New Page Page screen, click Save on the toolbar, naming the new page Page In the Page3 Page screen, click Approve on the toolbar. Do not create a new posting at this time. 14. Using the instructions in the "Assigning Pages to a Channel" section above, create a posting and assign it to the channel MSIBtest. 15. Using Internet Explorer and browse to If prompted to login, go directly to the next step; otherwise, browse to Use the Administrator user name and password to simulate logging in as a page editor, and if necessary, browse back to to verify that the Switch to Edit Site link is on the page. Adding Edit Menu Custom Properties Use the following procedure to add custom properties to the template, such as Move, Copy, Delete, and Preview. To add custom properties to the Edit menu 1. In MSCMS Site Builder, in the left pane, click the Template Gallery icon. 2. In the middle pane, click MSIBtest. 3. In the right pane, right-click the MSIBtemplate.asp template, and then click Properties. 4. In the MSIBtemplate.asp Properties dialog box, on the Custom tab, click New. 5. In the Add Custom Property dialog box, in the Property Name box, type b_allowseditinbrowser. 6. From the Property Type drop-down list, select Selection. 7. In the Default Value dialog box, click New. 14 Microsoft Solution for Internet Business - Developer's Guide

21 8. In the Add Value dialog box, in the Value box, type False, and then click OK. 9. In the MSIBtemplate.asp Properties dialog box, on the Custom tab, click New. 10. In the Add Value dialog box, in the Value box, type True, and then click OK. 11. In the Default Value section, ensure that True is selected, click Set As Default, and then click OK. 12. In the MSIBTemplate.asp Properties dialog box, click OK. 13. In the right pane, right-click MSIBtemplate.asp, and then click Approve, acknowledging the dependencies. 14. Using Internet Explorer, navigate to If prompted to login, go directly to the next step; otherwise, browse to Log in using the administrator username and password, then if necessary, browse back to Click the Switch to Edit Site link. The box with the custom properties appears within the Web page. The following figure shows the difference in the appearance of the control in the different site modes. Microsoft Solution for Internet Business Developer's Guide 15

22 Adding Content to a Placeholder Use the following procedure to add content to a placeholder. To add content to a placeholder 1. In MSCMS Site Builder, in the left pane, click the Folders icon. 2. In the middle pane, click the MSIBtest folder. 3. In the right pane, double-click Page1 to open it for editing. 4. In MSCMS Site Builder, click the Resource Gallery icon. 5. In the middle pane, click the MSIBtest gallery to view the list of images. 6. In the right pane, click one of the images, and then drag it over the placeholder in Page1. 7. On the toolbar, click Save, and then click Approve. 8. Using Internet Explorer, navigate to <servername>/msibre/msibtest/page1 to view the page with the image content added to the placeholder. Modifying the Site Template In this section, you add headers, footers, and navigation functionality to the site by including code from the MSIB site. This code has been developed using best practices, and has been performance tested. Your code will reference the physical file system. All template code resides in the Inetpub/wwwroot/Page Include directory. The templates used in the base MSIB site have a number of pre-defined areas for headers and footers. The following steps will enable the test page you are creating to include the same navigation structures, headers, and footers that the standard templates employ. All the navigation, header, and footer code is added to the page through an ASP include file. This allows you to make easy site-wide modifications to navigation structures, headers, and footers without having to maintain each template by simply changing the code in the include file. Adding the Top Navigation Code to the Template Use the following procedure to add the top navigation code to the template. The top navigation area is a section on the page where you can put either a static or dynamic menu structure. This template code renders a set of navigation links in the top navigation area. To add the top navigation code to the template 1. In MSCMS Site Builder, in the left pane, click the Template Gallery icon. 2. In the middle pane, click MSIBtest. 3. In the right pane, right-click MSIBtemplate.asp, and then click Edit Template HTML. 4. In Microsoft Visual InterDev, on the Source tab, locate the following code in the file MSIBtemplate.asp: <!--start of top nav area --> 16 Microsoft Solution for Internet Business - Developer's Guide

23 This is the top nav area <hr> <!-- end of top nav area --> 5. Change this code to the following: <!--start of top nav area --> <div class="topnav" style="border:none"> <!-- #include virtual="/pageinclude/std_topnav.asp" --> </div> <hr> <!-- end of top nav area --> 6. Click Save on the toolbar. 7. Close the Design Palette window. You cannot approve the template until you complete this step. 8. In MSCMS Site Builder, right-click MSIBtemplate.asp, and then click Approve, acknowledging the dependencies. 9. Using Internet Explorer, navigate to <servername>/msibre/msibtest/page1 to view the page with the top navigation functionality added. Adding the Left Navigation Code to the Template Use the following procedure to add the left navigation code to the template. This code renders a set of navigation links in the left navigation area. To add the left navigation code to the template 1. In MCMS Site Builder, in the left pane, click Template Gallery icon. 2. In the middle pane, click MSIBtest. 3. In the right pane, right-click MSIBtemplate.asp, and then click Edit Template HTML. 4. In Microsoft Visual InterDev, on the Source tab, locate the following code in the file MSIBtemplate.asp: <!--start of left nav area --> This is the left nav area <hr> <!-- end of left nav area --> 5. Change this code to the following: <!--start of left nav area --> <td width="30%" valign=top> <div class="leftmenu"> <div class="topnav" style="border:none"> <!-- #include virtual="/pageinclude/std_leftnav.asp" --> </div> </div> Microsoft Solution for Internet Business Developer's Guide 17

24 <td> <!-- end of left nav area --> 6. Click Save on the toolbar. 7. Close the Design Palette window. You cannot approve the template until you complete this step. 8. In MSCMS Site Builder, right-click MSIBtemplate.asp, and then click Approve, acknowledging the dependencies. 9. Using Internet Explorer, navigate to <servername>/msibre/msibtest/page1 to view the page with the left navigation functionality added. Adding the Header Code to the Template Use the following procedure to add the header code to the template. To add the header code to the template 1. In MSCMS Site Builder, in the left pane, click the Template Gallery icon. 2. In the middle pane, click MSIBtest. 3. In the right pane, right-click MSIBtemplate.asp, and then click Edit Template HTML. 4. In Microsoft Visual InterDev, on the Source tab, locate the following code in the file MSIBtemplate.asp: <!--start of header area --> This is the header area <hr> <!-- end of header area --> 5. Change this code to the following: <!--start of header area --> <td width="30%" valign=top> <div class="pageheader" style="border:none"> <!-- #include virtual="/pageinclude/std_header.asp" --> </div> <!-- end of header area --> 6. Click Save on the toolbar. 7. Close the Design Palette window. You cannot approve the template until you complete this step. 8. In MSCMS Site Builder, right-click MSIBtemplate.asp, and then click Approve, acknowledging the dependencies. 9. Using Internet Explorer, navigate to <servername>/msibre/msibtest/page1 to view the page with the header area functionality added. 18 Microsoft Solution for Internet Business - Developer's Guide

25 Adding the Footer Code to the Template Use the following procedure to add the footer code to the template. To add the footer code to the template 1. In MSCMS Site Builder, in the left pane, click Template Gallery icon. 2. In the middle pane, click MSIBtest. 3. In the right pane, right-click MSIBtemplate.asp, and then click Edit Template HTML. 4. In Microsoft Visual InterDev, on the Source tab, locate the following code in the file MSIBtemplate.asp: <!--start of footer area --> This is the footer area <hr> <!-- end of footer area --> 5. Change this code to the following: <!--start of footer area --> <td width="30%" valign=top> <div class="pagefooter" align=center"> <!-- #include virtual="/pageinclude/std_footer.asp" --> </div> <!-- end of footer area --> 6. Click Save on the toolbar. 7. Close the Design Palette window. You cannot approve the template until you complete this step. 8. In MSCMS Site Builder, right-click MSIBtemplate.asp, and then click Approve, acknowledging the dependencies. 9. Using Internet Explorer, navigate to <servername>/msibre/msibtest/page1 to view the page with the footer area functionality added. Extending the MSIB Site The procedures in this section are performed on the MSIB RE site, which uses the Product Catalog and Profiling Systems. These procedures allow you to add functionality to your site beyond that offered by the base MSIB RE site. They include modifications to catalog, checkout, and logon pages, and adding features such as advertisements, data validation, rich product pages, and so on. Working with the Catalog Pages In this section, you modify the category and product pages of the MSIB RE site to add Featured Product and Related Product features. Microsoft Solution for Internet Business Developer's Guide 19

26 Changing the Category Page to Support Featured Products Use the following procedure to create Featured Product support for the Category page in your MSIB RE site. Since the MSIB RE site already has a Featured Product section, you will recreate this feature by creating a Highlighted Products section. Note:.In order to complete this section, you must have the Business Desk Client installed on your computer. For more information, see the topic "Installing the Business Desk Client for the MSIB Site" in this document. To change the category page to support Featured Products 1. In Commerce Server Business Desk, in Catalogs, click Catalog Editor, select Books, and then click Open on the toolbar. 2. In the Catalog Books screen, in the Categories section, click New. 3. In the New Category dialog box, click Department, and then click Continue. 4. In the Category Properties section, do the following: Use this Name Description To do this Type Highlighted Products Type Highlighted Products. 5. Click Save and Back on the toolbar to save the category and return to the previous screen. 6. In the Catalog Books screen, in the Products section, click Find Now to view the product list. 7. From the product list, select an existing product, and then click Edit. 8. In the Catalog Editor Books <book title>-(book) screen, in the Assigned Categories section, select Highlighted Products, and then click Add. 9. Click Save and Back on the toolbar to save the product and return to the Catalog Books screen. 10. In the Catalog Books screen, click Back on the toolbar to return to the Catalog Editor. 11. In the Catalog Editor screen, select Books, and then click Update Catalog Full-Text Indexes on the toolbar. To verify that the book title is now a Highlighted Product, use Internet Explorer to browse to the MSIB RE Web site, click Books, and then click Highlighted Products to view the product page that contains the title you assigned to the Highlighted Products category. Adding Related Products Support to the Product Screen You use the Related Products feature to display products that are related to the primary product displayed on the product screen. To add Related Products support to the product screen 20 Microsoft Solution for Internet Business - Developer's Guide

27 1. In Commerce Server Business Desk, click Catalogs, click Catalog Editor, select Books, and then click Open on the toolbar. 2. In the Catalog Books screen, in the Products section, click New. 3. In the New Product dialog box, click Books, and then click OK. 4. In the Catalog Editor Books New (Book) screen, in the Product Properties section, do the following: Use this Title Name Description To do this Type MSIB Tutorial. Type MSIB Tutorial. Type MSIB Tutorial. 5. In the Assigned Categories section, select Featured Products, and then click Add. 6. Click Save and Back on the toolbar. 7. In the Catalog Books screen, in the Products section, click New. 8. In the New Product dialog box, select Book, and then click OK. 9. In the Catalog Editor Books New (Book) screen, in the Product Properties section, do the following: Use this Title Name Description To do this Type MSIB Reference. Type MSIB Reference. Type MSIB Reference. 10. In the Assigned Categories section, select Featured Products, and then click Add. 11. In the Catalog Editor Books new (Book) screen, in the Product Family Relationships section, click New. 12. In the Relationship column, type MSIB Relationship. 13. In the Item column, click the ellipsis [ ] button to open the Product Picker dialog box. 14. In the Product Picker dialog box, do the following: Use this Categories Products in Category 15. Click OK. To do this Select Featured Products. Select MSIB Tutorial. 16. In the Catalog Editor Books new (Book) screen, in the Product Family Relationships section, click Accept, and then click Save and Back on the toolbar. 17. In the Catalog Books screen, click Back on the toolbar. Microsoft Solution for Internet Business Developer's Guide 21

28 18. In the Catalog Editor, select Books, and then click Update Catalog Full-Text Indexes. 19. Browse to the MSIB RE Web site, click Books, click Featured Products, and then select MSIB Reference. The book MSIB Tutorial appears as a Related Product. Working with the Checkout Pages In this section, you use cascading style sheets (CSS) to modify the basket page, and work with the rc.xml file to modify the order confirmation page in the existing MSIB RE site. Changing the Basket Display Using Cascading Style Sheets Use the following procedure to change the basket display using a CSS. In order for you to view the changes in the MSIB RE site, you must have added at least one item to your basket. To change the discount display using a cascading style sheet 1. In Microsoft Visual InterDev, navigate to \inetpub\wwwroot\css, and open the file defaultstyles.css. 2. In Microsoft Visual InterDev, expand the Classes folder. 3. Create your own class that describes the style you want (class=""menu-textyourstyle""), or use the existing style class=""menu-text-white"". If you create your own class, select a distinct font color, such as lime or maroon, and then choose a background color to offset the text color. This will help you to recognize your class changes. 4. Open the file /inetpub/wwwroot/pageinclude/basketbody.asp, locate the following code, and then change the existing code (noted with bold font) to ""menu-text-yourstyle"" or use the existing class=""menu-text-white"": & "</tr>" _ & "<tr bgcolor=""#0000ff"">" _ & "<td align=""center"" class=""menu-text"">" & m_messagemanager.getmessage("l_basket_column_header_product_text", m_slanguage) & "</td>" _ & "<td align=""center"" class=""menu-text"">" & m_messagemanager.getmessage("l_basket_column_header_unit_price_text", m_slanguage) & "</td>" _ & "<td align=""center"" class=""menu-text"">" & m_messagemanager.getmessage("l_basket_column_header_qty_text", m_slanguage) & "</td>" _ sdiscountcolumntext & "</td>" _ & "<td align=""center"" class=""menu-text"">" & & "<td align=""center"" class=""menu-text"">" & m_messagemanager.getmessage("l_basket_column_header_total_text", m_slanguage) & "</td>" _ sremovetext & "</td>" _ & "<td align=""center"" class=""menu-text"">" & & "</tr>" 22 Microsoft Solution for Internet Business - Developer's Guide

29 5. Save the CSS, save the BasketBody.asp file, and then return to your browser and refresh the page. Verify that the background color has changed, and that the text color is yourstyle or white. Changing the Order Confirmation Page To make the Order Confirmation page more readable, use the following procedure to add a colon (:) and a space so that the page renders "Your order number is:." To change the Order Confirmation page 1. In MSCMS Site Builder, in the left pane, click the Template Gallery icon. 2. In the middle pane, click Retail Templates. 3. In the right pane, right-click Confirm.asp, and then click Edit Template HTML. 4. In Microsoft Visual InterDev, on the Source tab, locate the following code in the file Confirm.asp: <td width="70%"> <div class="center" > <!-- #include virtual="/pageinclude/confirmbody.asp" --> <P> </P> </div> </td>> Note that a call is made to the file ConfirmBody.asp. 5. In Microsoft Visual InterDev, navigate to and open the file \Inetpub\wwwroot\PageInclude\ConfirmBody.asp, and note the following line of code that makes a MessageManager object GetMessage method call. This call retrieves the text from the rc.xml file, which communicates the order confirmation number to the customer: &RenderText(m_MessageManager.GetMessage("L_ConfirmationNumber_HTMLText", m_slanguage), "") _ 6. To make the Order Confirmation page more user-friendly, you will change the code in the file /Inetpub/wwwroot/rc.xml from "Your order number is:" to "Please note your order number:" To do this, locate the following code: <Entry> <Entry Name= "L_ConfirmationNumber_HTMLText"> <Value Language="English">Your order number is: </Value> </Entry> 7. Replace this existing code with the following code: <Entry> <Entry Name= "L_ConfirmationNumber_HTMLText"> <Value Language="English">Please note your order number:</value> Microsoft Solution for Internet Business Developer's Guide 23

30 </Entry> 8. Save the rc.xml file. 9. To enable the new value to be read from the rc.xml file, you must reset Internet Information Services (IIS). To do this, click Start, click Run, in the Run dialog box, in the Open box, type IISRESET, and then click OK. 10. Using Internet Explorer, browse to the Order Confirmation page, and verify that the text has been changed to the user-friendly version. To do this, you must successfully login, (this requires that you create a user profile if you have not yet done so) place items in your basket, and then go through the check-out process. Creating Rich Product Pages Use the following procedures to add or remove rich product pages from your Web site. Rich product pages contain placeholders that can accept formatted text, images, and single attachments. You can change these elements from within a browser and without any programming knowledge, allowing for fast, easy edits and approvals. To add a rich product page to your Web site 1. Using Internet Explorer, navigate to the MSIB RE home page, and then log in as Administrator. (This may require that you browse to if you are not automatically redirected. Navigate to the home page after logging in.) 2. In the Catalogs section, click Books, click Business Software, and then click Messaging & Collaboration. 3. Select one of the products listed, and then click Switch To Edit Site. 4. On the Edit menu, click Make this a Rich Product. 5. Add rich content (such as graphics) into the placeholder that appears on the page. For example, copy and paste the MSIB logo graphic in the Header section into the placeholder, and add some text as well. 6. On the Edit menu, click Save and Exit. 7. In the Create New Page dialog box, click OK, click Approve, and then click Switch to Live Site. 8. Refresh the page to view the placeholder containing the rich text. To remove a rich product page from your Web site 1. Using Internet Explorer, navigate to the MSIB RE home page, and then log in as Administrator. (This may require that you browse to if you are not automatically redirected. Navigate to the home page after logging in.) 2. Click Catalogs, and then click Accessories. 3. Select the product that you set as a rich product page in the previous procedure, and then click Switch to Edit Site. 24 Microsoft Solution for Internet Business - Developer's Guide

31 4. Click Delete. 5. In the Microsoft Internet Explorer delete confirmation dialog box, click OK. Implementing Content Connector The following series of steps guides you in using the MSMS Content Connector to create a Personalized Content Object (PCO). This requires a number of items to be added through Commerce Server Manager, Commerce Server Business Desk, and MSCMS Site Builder. In this scenario, you modify the MSIB RE Web site to allow users to add their technical interest area to their profiles. This area drives the PCO to display MSCMS postings that the user may be interested in based on their technical interest area. To support this you must add a site term to the user profile, enabling the user to set their area of interest in their profile. Then you create a page profile that enables you to set attributes on rich product pages to match the user interest possibilities. After you have completed the setup, an exercise that shows you how to set the proper attributes on a rich product page and modify the site to then display the proper data follows. The following figure shows the workflow for implementing the PCO. For more information, see the "MSCMS Content Connector Tutorial" in the MSCMS online documentation. Adding Profile Data In this section you use Commerce Server Business Desk to create a new site term for the user profile and page profile, and use Commerce Server Manager to make changes to the database to allow storage of the new profile data. For more Microsoft Solution for Internet Business Developer's Guide 25

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