ATG Commerce Service Center Installation and Configuration Guide
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Installing and Configuring ATG Commerce Service Center
This section discusses the installation of ATG Commerce Service Center (CSC).
Contents
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Introduction
Audience
Documentation Conventions
Related Documents
Before You Begin
Browser and Environment Requirements
ATG Commerce Service Center Architecture
ATG Customer-Facing Server Configuration
Agent-Facing Server Configuration
Installing and Configuring ATG Commerce Service Center
Prerequisites for ATG Commerce Service Center
Database and Schema Requirements
Required Databases and Users
Configuring ATG CSC with CIM
Installing ATG Commerce Service Center
Setting Up ATG Commerce Service Center
Configuring ATG Commerce Service Center with ATG Commerce
Installing the Production Schema
Installing the Agent Schema
Configuring the JTDataSource Files
Importing Data
Configuring Repositories
Configuring IDGenerator
Configuring Lock Management
ServerLockManager on the Customer-Facing Server
ClientLockManagers on the Agent-Facing Server
Configuring Order and Profile Search
Order and Profile Search Overview
Configuring Servers for Search
Configuring Search Environments
Installing Reporting
Enabling Report Data Collection
Installing the Pioneer Demo
Configuring and Loading the Services Database
Creating a pioneer.xml File with Solid
Creating the Database Schema
Creating FakeXAdatasource Files for the Service Schema
Importing Data
Modifying JTDataSource Files
Creating the EAR File
Adjusting the JBoss Heap Size
Starting the Server
Accessing ATG Commerce Service Center
Configuring eStara Click to Call
eStara Click to Call Integration Overview
Initiating a Call
Using a CTI System
Specifying Links and Pop Ups
Automatic Initialization of the Agent’s Working Environment
eStara Click to Call Requirements
Configuring the eStara Account
Adding an Agent to CSC
Adding Agent Phone Numbers
Configuring Customer-Facing Store Web Pages
Configuring Automatic Page Instrumentation
Configuring a Static Link
Disabling the Orphaned Session Service
Creating Store-Facing eStara Links
Using the clickToConnectSave() Function
ATGeStaraCallToken
Creating Store-Facing Static Click to Call Links
Creating a Click to Call Link
Creating a Click to Call Pop Up
Creating a Customized Link or Pop Up
Using eStara WinCare
Integrating with eStara WinCare
Integrating without eStara WinCare
Manual CTI Integration
Configuring CSC Authentication with WinCare
Enabling CSC Auto-Authentication
Disabling CSC Auto-Authentication
Configuring CSC Landing Page Components
Default Landing Page
Customizing Landing Page Components
Configuring ATG Commerce Service Center
Configuring Returnable Order States
Working with Exchange Orders
Configuring Return Shipping Addresses
Setting up Return Reason Codes
Configuring Return Reason Codes
Setting up Returned Item Dispositions
Creating Returned Item Dispositions
Configuring Oracle for Catalog Searching
Setting up Scheduled Orders
Enabling and Disabling Scheduled Orders
Configuring Price Lists
Using Scenarios
Configuring Scenario Events
CSC Reporting Framework
Data Collection Overview
Loader Pipeline Overview
Setting Up Access Control
Default Access Control Configuration
Access Rights
Global Roles
Creating New Roles
Creating Agent Profiles
Customizing ATG Commerce Service Center
Using the CSRConfigurator Component
Customizing E-Mail
Configuring E-mail Notifications
New Password Configuration
Configuring Order Confirmation E-Mails
Configuring E-Mail Templates
Customizing Scheduled Orders
Displaying Scheduling Information
Scheduled Order Components
Scheduled Orders Pipeline Additions
Modifying Submitted Orders
Cloning Pipelines
Cloning Core Classes
Extending Core Commerce Objects for Cloning
Handling and Fulfillment
Fulfillment Notification for Order Modifications
CSC Pricing Overview
Loading Orders and Pricing
Return Value API
Submitted Orders and Clone Editing
Price Lists and Pricing
Automatic Removal of Items
Promotions
API for Determining the Correct PricingModelHolder
Scheduled Order Templates
Manual Pricing Adjustments
Configuring Catalog and Price Lists
Using the Current Catalog
Using the Current Price List
Quick Access Catalogs and Price Lists
Defining the Default Custom Catalog
Defining the Default Price List
Setting the Pricing Locale
Enabling Custom Catalogs
Customizing Shipping and Payment Group Types
Shipping and Payment Group Configuration Overview
Default Shipping Group Types
Default Payment Group Types
Customizing Refund Methods
Configuring Ticket Disposition
CSC Environment Monitoring
Configuring Audit Logging
Adding a New Agent Audit Log Record
Disabling Audit Logging
Viewing Audit Logs
Configuring CSC Specific Ticket Activities
Using Window Scoped Failover
Adding Additional Components
Extending ATG Commerce Service Center
CSRShippingGroupFormHandler
CSRPaymentGroupFormHandler
Modifying Keyboard Shortcuts
Defining Global Keyboard Shortcuts
Configuring Pages with Nucleus Components
Customization Options
Simple Customization
Targeting Customization
Creating a ProductSkuRenderer
Customization Information
Customizing the Order Summary Panel
Adding a Custom Panel in ATG Service Center
Customer Management Panel Configuration
Adding a New Panel to Commerce Service Center
Adding a Custom Tab
Modifying a Tab Action
Troubleshooting Tab Customization
Customizing Forms
Location of Configuration Property File
Customizing Grids and Tables
Customizable Components
Customizing Table Configuration
Customizing Grid Configuration
Customizing Column Configuration
Customizing Page Configuration
Customizing Column Content
Working with Columns
Changing the Item Detail (Hover) Page
ATG Commerce Service Center Database Tables
ATG Commerce Service Center Core Tables
ATG Commerce Service Center Logging Tables
ATG Commerce Service Center Ticketing Tables
CSC Access Rights Comparison
CIM Configuration Components
Product Compatibility
Available Added Functionality
Server Instances
Add On Modifications
Data Source Configuration
JTDataSource for Agent
JTDataSource for Production
CIM File Configuration
Production Server File Configurations
Agent Server File Configurations
Index
