README

IBM® Gift Center for WebSphere® Commerce
Gift Consultant Channel Sample Application
For the Consumer direct sample store
for AIX®, Linux™, Solaris Operating Environment, and Windows®

Professional and Enterprise
Version 7.0

Last updated: June 21, 2010
 

Important

Contents

What's in this README

This README contains information on how to install the gift consultant gift registry channel for IBM Gift Center for the Consumer direct sample store. This README is applicable to the following:

You can use the sample application on top of your existing version of the IBM Gift Center to take advantage of a richer multichannel gift registry solution. The sample is packaged as a series of three SAR files (the gift consultant SAR being one of them) that work on top of the Consumer direct sample store. The instructions in this README teach you how to publish the gift consultant channel SAR.

Note: To use the gift consultant channel, you must first publish the SAR file for the Web or online gift registry channel. Refer to the README for IBM Gift Center, Online or Web Channel Sample Application for details on how to publish the Web or online channel SAR.

The sample application introduces the role of the gift consultant, who helps customers create and update gift registries. The gift consultant is essentially an in-store customer service representative, with expertise in gift registries. A store may have one or more designated gift consultants who would use this interface within the store. The sample application provides a graphical user interface for the gift consultant to execute gift registry tasks.

The Consumer direct sample store is part of the B2C organization. Therefore, to use the gift consultant user interface with Consumer direct sample store, you must set up this role for the B2C organization. You may already have a user with this authority as part of your other business needs. The user must be set up with the following criteria:

You can use the Organization Administration Console within WebSphere Commerce to do this.

The sample application includes various features and functions in addition to the base IBM Gift Center solution. With this channel, gift consultants can complete gift registry tasks on behalf of customers. For details on this channel, refer to the IBM WebSphere Commerce 7.0 Information Center (expand Samples > Sample stores > Consumer direct sample store> IBM Gift Center for the Consumer direct sample store).

Path variables

This README file uses the following variables to represent directory paths:
 
ConsumerDirect_language_ID
The language ID for the locale for the Consumer direct and the gift consultant user interface (for example, specify langId=-1 for United Sates English).
 
ConsumerDirect_catalog_ID
The catalog ID for the Consumer direct sample store (for example, catalogid=10001).

 
ConsumerDirect_store_ID
The unique store ID (such as 10001) for the Consumer direct sample store. This ID is generated when you publish the store using the WebSphere Commerce Administration Console. To determine the store ID, run the following SQL statement:
 
select * from store
 
This SQL statement queries the STORE database table. Look for ConsumerDirect under the DIRECTORY column, and note the value for STORE_ID.
 
hostname
The host name of the machine where you installed WebSphere Commerce or WebSphere Commerce Developer.
 
instance_name
The name of the WebSphere Commerce instance. The default instance name is demo.
 
WCDE_installdir
The installation directory for the WebSphere Commerce Developer. The default installation directory is as follows:
WC_installdir
The installation directory for the WebSphere Commerce. The default installation directory is as follows:

Installation prerequisites

Ensure you have completed the following prerequisites on the same system where you will install the IBM Gift Center sample application:

  1. You have installed the following software:
  2. You have published the WebSphere Commerce sample store (called Consumer direct), specifying non-ATP inventory, and you can successfully launch the Consumer direct sample store in a browser using
    http://hostname/webapp/wcs/stores/servlet/ConsumerDirect/index.jsp.

    Note: If you have already published the Consumer direct store with ATP inventory, you can update the database to change the store to non-ATP by setting the STORE.INVENTORYSYSTEM value to -2 for your store. To remove ATP from the store, run the following SQL statement:

    update store set inventorysystem =-2 where store_id=ConsumerDirect_store_ID
     
  3. You have published the SAR file for the Web or online gift registry channel. To use the gift consultant channel, you must first publish the Web or online gift SAR, according to the instructions in the README for IBM Gift Center Online or Web Channel Sample Application.

Installing the gift consultant channel for IBM Gift Center for the Consumer direct sample store

To install the gift consultant channel:

  1. On the same machine where you have installed WebSphere Commerce or WebSphere Commerce Developer, create a sar directory as follows:
  2. From the same Web site where you obtained this README file, download and save the GiftCenterGiftConsulant.sar file to the sar directory created in step 1.
     
  3. Publish the GiftCenterGiftConsulant.sar as follows:
     
    1. Open the WebSphere Commerce Administration Console at:

      https://hostname:8002/adminconsole

      Hint: If you cannot access the Administration Console, ensure that both your Web server and WebSphere Commerce application server (that is, your WC_instance_name), or WebSphere Commerce test environment server have started.
    2. Log on using your WebSphere Commerce administrator ID and password.
    3. From the Administration Console Site/Store Selection page, select the Site radio button and click OK. The Site Administration Console home page displays.
    4. From the menus at the top, select Store Archives > Publish. The Store Archives page displays listing the SAR files available for publishing.
    5. From the list, select the check box next to GiftCenterGiftConsulant.sar and click Next.
    6. The Parameters page displays. From the Value list, select ConsumerDirect and click Next.
    7. The Summary page displays, listing the store archive and store selected, as well as the location to which the store archive will be published. After reviewing the summary information, click Finish.
    8. A confirmation dialog displays, telling you the number of the publishing job. Click OK. The Publish Job Status page displays. The publishing state is reflected in the Publish Status column.
    9. Click Refresh to update the status. Once publishing is complete, the Publish Status column displays Successful.
    10. (Optional) To see more details about this job, select GiftCenterGiftConsulant.sar from the list. Click Details. The Publish Details page displays. Review the publishing details.
    11. Log out of WebSphere Commerce Administration Console by selecting the Logout link at the top left of the page.

Verifying your installation

To verify that you have successfully published the gift consultant channel of IBM Gift Center sample application and that it works successfully with IBM Gift Center, access the gift consultant user interface. If you can successfully view the pages, then your installation is successful.

To access the gift consultant user interface, you must set up a user with the appropriate authority to mange gift registries for the Consumer direct sample store within the B2C organization. The steps below describe how to do this. Alternatively, the WebSphere Commerce Site Administrator (for example, you may have one called wcsadmin), can also access the user interface.

To set up a user with gift consultant authority:

  1. Open the Organization Administration Console at:

    https://hostname:8004/orgadminconsole

    Hint: If you cannot access the Administration Console, ensure that both your Web server and WebSphere Commerce application server (that is, your WC_instance_name), or WebSphere Commerce test environment server have started.
  2. Select Access Management > Create User.
  3. On the Details section:
    1. In the First name and Last name fields, provide the user's full name.
    2. In the Logon ID field, create a logon ID for the user. The user will use this ID when logging onto the gift consultant user interface.
    3. In the Password and Password confirmation fields, provide a password for this logon ID. The user will use this password when logging onto the gift consultant user interface.
    4. From the Account policy list, select Administrators.
    5. Click Next.
  4. On the Business Profile section:
    1. Click Find beside the Parent organization field. The Select the Organization section displays.
    2. From the list, select the check box beside B2C Organization and click Select. The B2C Organization is specified in the Parent organization field.
    3. Click Next.
  5. On the Address section, provide address information for the user and click Finish. The Users list displays, with the new user listed.
  6. From the Users list, select the check box next to the new user, then click Roles.
  7. On the Roles section:
    1. Under Select organization, select B2C Organization, and under Role, select Customer Service Representative.
    2. Click Add. The Customer Service Representative - B2C Organization combination is added to the Selected Roles list.
    3. Click OK to associate this role with the user, and return to the Users list. The list is updated to reflect the new role for the user.

To verify your installation:

  1. Open a Web browser and launch the gift consultant user interface, using the following URL:
    https://host_name:8000/webapp/wcs/tools/servlet/GiftConsultantLogonView?langId=ConsumerDirect_language_ID&storeId=ConsumerDirect_store_ID
    &catalogId=ConsumerDirect_catalog_ID&layoutMode=GiftConsultant
     
  2. Log onto the gift consultant user interface, using the user ID and password that set up for the gift consultant within the B2C organization. 
  3. Create a birthday gift registry for the customer:
    1. From the gift consultant home page, under New Customers, select Birthday, click Create, and click Go.
    2. Since the customer has not registered with the Consumer direct starter store before, provide a registration logon ID and password in the fields at the top. This is a one-time set up; the next time you create a registry for the same customer, you can search for them and create a registry for an existing customer.
    3. Provide information for all mandatory field, denoted by an asterisks (*).
    4. In the Registry Password and Password Confirmation fields, specify a password so that only the registrant can access the gift registry. This password is also used if you plan to publish the SAR file for the kiosk channel.
    5. Click Create Registry. If you have successfully installed the IBM Gift Center sample applications, the system does the following:
      • Creates a birthday gift registry for the Consumer direct sample store.
      • E-mails a confirmation to the e-mail address used when creating the gift registry (if e-mail is set up on your WebSphere Commerce system. Refer to the IBM WebSphere Commerce 7.0 Information Center for details.)
      • Displays the manage registry page, showing the registry items view, with a summary of the gift registry information at the top.
    6. You can start adding items to this gift registry by using one of the options under Add Items (specify a part number, search for items, or browse the catalog).

Notices

This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or service.

Any reference to an IBM licensed program in this publication is not intended to state or imply that only IBM's licensed program may be used. Any functionally equivalent product, program, or service that does not infringe any of IBM's intellectual property rights may be used instead of the IBM product, program, or service. Evaluation and verification of operation in conjunction with other products, except those expressly designated by IBM, is the user's responsibility.

IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not give you any license to these patents. You can send license inquiries, in writing, to:

IBM Director of Licensing
IBM Corporation
North Castle Drive
Armonk, NY 10504-1785
U.S.A.

For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to:

IBM World Trade Asia Corporation
Licensing
2-31 Roppongi 3-chome, Minato-ku
Tokyo 106, Japan

The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law:

INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice.

Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk.

IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you.

Licensees of this program who wish to have information about it for the purpose of enabling: (i) the exchange of information between independently created programs and other programs (including this one) and (ii) the mutual use of the information which has been exchanged, should contact:

IBM Canada Ltd.
Office of the Lab Director
8200 Warden Avenue
Markham, Ontario
L6G 1C7
Canada

Such information may be available, subject to appropriate terms and conditions, including in some cases payment of a fee.

The licensed program described in this document and all licensed material available for it are provided by IBM under terms of the IBM Customer Agreement, IBM International Program License Agreement or any equivalent agreement between us.

Any performance data contained herein was determined in a controlled environment. Therefore, the results obtained in other operating environments may vary significantly. Some measurements may have been made on development-level systems and there is no guarantee that these measurements will be the same on generally available systems. Furthermore, some measurement may have been estimated through extrapolation. Actual results may vary. Users of this document should verify the applicable data for their specific environment.

Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products.

All statements regarding IBM's future direction or intent are subject to change or withdrawal without notice, and represent goals and objectives only.

This information is for planning purposes only. The information herein is subject to change before the products described become available.

This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental.

Credit card images, trademarks and trade names provided in this product should be used only by merchants authorized by the credit card mark's owner to accept payment via that credit card.

Trademarks and service marks

The following terms are trademarks or registered trademarks of IBM Corporation in the United States and other countries or both:

Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both.

Linux is a trademark of Linus Torvalds in the United States, other countries, or both.

Other company, product, or service names may be trademarks or service marks of others.

**************************************************************************

** COPYRIGHT INTERNATIONAL BUSINESS MACHINES CORPORATION 2006

** ALL RIGHTS RESERVED.

**************************************************************************

Note to US Government Users -- Documentation related to restricted rights -- Use, duplication, or disclosure is subject to restriction set forth in GSA ADP Schedule Contract with IBM Corp.

End of README file