Commerce ServerCommerce Server

王倩王倩jodiwang@microsoft.comjodiwang@microsoft.com.Net Enterprise Server PMM.Net Enterprise Server PMMMicrosoft CorporationMicrosoft Corporation

Key Take away:Key Take away:

IntroductionIntroduction Commerce Server and BICommerce Server and BI Improve CRM using CsImprove CRM using Cs Integrate third party ERP with CsIntegrate third party ERP with Cs Application Service Provider using CsApplication Service Provider using Cs Q&AQ&A

What is Commerce Server?What is Commerce Server?

Commerce Server isCommerce Server is

Commerce Framework, Commerce Framework,

---------- ---------- 商务框架商务框架 ..

CS2000 Sellingpoints:CS2000 Sellingpoints:

企业和人的思考一样企业和人的思考一样 , , 数据分析是数据分析是写下思考写下思考 , , 商业分析是思考的过商业分析是思考的过程程 , , 透过商业分析可以优化业务操透过商业分析可以优化业务操作作 ,, 帮助决策层进行商业分析帮助决策层进行商业分析 (( 即是即是思考的工具思考的工具 ), ), 从而决定如何行动从而决定如何行动 ..

支持和优化业务操作，帮助市场营销支持和优化业务操作，帮助市场营销人员找到客户人员找到客户 ,, 对客户进行追踪对客户进行追踪 ,, 建建立客户忠诚度立客户忠诚度 ..

提供业务人员的结合市场框架的数据提供业务人员的结合市场框架的数据挖掘挖掘 ,, 进行市场预测和分析进行市场预测和分析

Commerce Server 2000Commerce Server 2000---- 微软微软 .NET.NET 企业服务器之企业服务器之商业核心商业核心

智能商业框架智能商业框架 ,, 支持电子商支持电子商务务

.Net .Net 企业级服务器企业级服务器

Client 客户端

MicrosoftCommerce Server

2000

MicrosoftExchange 2000 Server

MicrosoftInternet Securityand acceleration

Server 2000

COM+COM+Microsoft

SQL Server 2000

MicrosoftHost Integration

Server 2000

MicrosoftBizTalk Server 2000

MicrosoftApplication Center 2000

主机系统主机系统 //非微软的数据非微软的数据

供应商供应商 //客户系统客户系统

设备

浏览器 Inte

rnet

Inte

rnet

Bu

sin

ess

De

sk

Co

mm

erce Server M

anag

er

SQLServer

Business DataWarehouse

SQL ServerSQL

Server

ProductsCampaigns

Orders

LDAPODBCSQL

Server

Profiles

Solution Sites

Product Catalog System

Targeting System

Profile System

CRM / CRM / OtherOtherAppsApps

Business Processing Pipelines System

Business Analytics System

Commerce Server 2000Commerce Server 2000

Microsoft Commerce Server 2000Microsoft Commerce Server 2000提供了第一流的商务分析功能提供了第一流的商务分析功能

Commerce Desk

UserMgr

CatalogMgr

DataAnalysis

CampaignMgr

OrderMgr

Solution Sites

Base B2C B2B

Runtime Services/Components

ExpressionEvaluator

RealtimeRecommend

Content Selection Framework

Ads/Promos

Catalog

Pipeline

PipelineComponents

Order/Requistn

Import Tasks

DW Service

Reporting Mgr

Targeting Catalog Transactions Analysis

DirectMail

Service

Mail

ProfileSystem

User Profiling

Schemas / Meta Schemas

Order FormRequisition

AdsPromotions

BizData

Catalog DataWarehouse

ProfileDefinitions

ExpressionsDefinitions

Site TermsDefinitions

今年今年 77月月 1111日日 (CRN)-Computer Reseller Network (CRN)-Computer Reseller Network 商务分析评比商务分析评比 ::

Commerce Server in the NewsCommerce Server in the News ““E-Business Just Got Smarter”E-Business Just Got Smarter”

http://www.microsoft.com/presspass/feathttp://www.microsoft.com/presspass/features/2000/nov00/11-29commerce.aspures/2000/nov00/11-29commerce.asp

““Microsoft Commerce Server 2000 Microsoft Commerce Server 2000 Powers Leading Customers' E-Business Powers Leading Customers' E-Business Operations”Operations”http://www.microsoft.com/presspass/preshttp://www.microsoft.com/presspass/press/2000/Nov00/CommerceServerPR.asps/2000/Nov00/CommerceServerPR.asp

““Commerce Server 2000 is a big step up”Commerce Server 2000 is a big step up”http://www.zdnet.com/eweek/stories/genehttp://www.zdnet.com/eweek/stories/general/0,11011,2663034,00.htmlral/0,11011,2663034,00.html

““Commerce Server Delivers Ammo for Commerce Server Delivers Ammo for Business-Level Decision-Making”Business-Level Decision-Making”http://www.infoworld.com/articles/mt/xml/http://www.infoworld.com/articles/mt/xml/00/09/04/000904mtcommerce.xml00/09/04/000904mtcommerce.xml

““Best of the Best: Software”Best of the Best: Software” http://www.zdnet.com/smartbusinessmag/storihttp://www.zdnet.com/smartbusinessmag/stories/all/0,6605,2659975-5,00.html - es/all/0,6605,2659975-5,00.html - cservercserver

Crossroads 2001 A-List Award Crossroads 2001 A-List Award E-Commerce Platform WinnerE-Commerce Platform Winner

PC MagazinePC Magazine“Editors Choice”“Editors Choice”

Smart Business MagazineSmart Business MagazineA-List awardA-List award

“Editors Pick” “Editors Pick”

智能商务框架Commerce Server 2000

OutlineOutline

1: 1: Commerce Server 2000 Commerce Server 2000 FeaturesFeatures 2: Business Intelligence(2: Business Intelligence(BIBI) & Commerce Server ) & Commerce Server

3: Improving 3: Improving CRMCRM Using CS 2000 Using CS 2000 4: Integrate Third-Party 4: Integrate Third-Party ERPERP System with System with

CS2000CS2000 5: 5: ASPASP(Application Service Provider) Using (Application Service Provider) Using

CS2000CS2000 6: 6: Designing Designing B2BB2B Trading Partner Integration Trading Partner Integration

SolutionsSolutions 7: Review 7: Review 8: Question8: Question

Commerce Server 2000 Features(1)Commerce Server 2000 Features(1) Commerce framework SolutionsCommerce framework Solutions Consists of five core componentsConsists of five core components

Profile systemProfile system Catalog systemCatalog system Targeting systemTargeting system Business Process PipelineBusiness Process Pipeline Data warehouse and analytic system(Data warehouse and analytic system(**))

Business DeskBusiness Desk Solution site Solution site Extensible Extensible

Commerce Server 2000 Features(2)Commerce Server 2000 Features(2)

Building effective solutionsBuilding effective solutions ProfileProfile CatalogCatalog TargetingTargeting Business Process PipelineBusiness Process Pipeline

Get to market fasterGet to market faster Solution site ,SDKSolution site ,SDK Administrative toolsAdministrative tools

Empower business managerEmpower business manager Business analyticsBusiness analytics Business DeskBusiness Desk

Integrate with other system such as Integrate with other system such as ERP ,CRM ….ERP ,CRM ….

Business Intelligence(Business Intelligence(BIBI) & ) & Commerce ServerCommerce Server

OutlineOutline 概述概述 商业智能（商业智能（ Business IntelligenceBusiness Intelligence ）） 微软商业智能策略微软商业智能策略 微软因特网商业分析学微软因特网商业分析学 Commerce Server Commerce Server 数据仓库与商业分析系统数据仓库与商业分析系统 Commerce Server Commerce Server 商务数据仓库商务数据仓库 OLE DB Provider for Commerce ServerOLE DB Provider for Commerce Server Commerce Server Commerce Server 商业分析系统商业分析系统 扩展数据仓库和商业分析系统扩展数据仓库和商业分析系统 案例案例

概述概述 积累了大量数据 从数据中分析、挖掘出对企业业务、客户关

系管理、企业发展以及决策有用的准确信息，从而赢得竞争优势。

数据仓库和数据挖掘技术

商业智能（商业智能（ Business Business IntelligenceIntelligence ）） 从关于业务、客户、合作伙伴以及商业运作

的信息中挖掘有用的知识，快速地决策，更好地对市场作出反应，从而提高自己的竞争优势

使用最短的时间收所有商业相关的信息 自动地把这些商业信息转换为个性化的智能

信息 提供分析工具来进行数据比较从而实现智能

决策 尽快地采取行动，实施决策 .

微软商业智能策略微软商业智能策略

通过简化和集成商业智能服务到 .Net 平台，提供开放的接口访问数据，与合作伙伴共享数据，帮助电子商务组织提高决策的速度和质量。

ERP / SCMERP / SCM充分利用信息充分利用信息

企业应用程序集成企业应用程序集成InternetInternet

电子商务电子商务B2B / B2CB2B / B2C渠道扩展渠道扩展激烈竞争激烈竞争

数据量巨大数据量巨大解决方案驱动解决方案驱动

CRMCRM信息更佳信息更佳自动处理自动处理ISVISV 驱动驱动呼叫中心呼叫中心 // 帮助平台帮助平台现场维修现场维修客户自助客户自助

商务分析学商务分析学（（ Business AnalyticsBusiness Analytics））

分析 分析 CRMCRM360360 度视图度视图

Cross / Up SellCross / Up Sell目标销售目标销售

网络存储（网络存储（ webhousingwebhousing））个性化个性化

闭环闭环

微软商务分析学微软商务分析学（ （ Business Business Internet AnalyticsInternet Analytics ））

Commerce Server Commerce Server 数据仓库与商业分析系统数据仓库与商业分析系统

可导入各种网络日志文件、用户资料、交易数据、产品目录数据进行分析

交互分析交互分析

目标邮件目标邮件

用户信息管理用户信息管理

预测群集预测群集

其他其他

用户用户

网络使用网络使用

目录目录商务数据仓库商务数据仓库

广告广告

交易交易

其他其他

Commerce Server Commerce Server 商务数据仓库商务数据仓库 跨跨 Commerce ServerCommerce Server 的紧密集成的紧密集成

数据源数据源 W3CW3C 可扩展网络日志文件格式可扩展网络日志文件格式 交易交易 // 广告广告 // 促销促销 // 用户信息用户信息 // 产品产品

可扩展、可编程可扩展、可编程 创建新数据源 创建新数据源 (( 导入与扩展模式导入与扩展模式 )) 通过标准的通过标准的 OLE DBOLE DB 接口进行数据获取接口进行数据获取 开放的开放的 ASPASP 应用程序事件应用程序事件

可收缩性与性能可收缩性与性能 支持大容量站点支持大容量站点

反馈给在线系统反馈给在线系统 用户信息用户信息 (( 用于通过表达式确定目标用于通过表达式确定目标 )) 直邮，实时推荐直邮，实时推荐

事件数据

商务事件

其他事件

非事件数据

商务数据

其他数据

商务报告

在线服务

其他

CDO

Com

mer

ce S

erve

r 商务平台

IE

实时数据

自定义任务

删除数据

IP解析

管理

CS数据仓库

CommerceOLE DB Provider

WebTV

IIS

VB

Office 2K

ASP

HTML/XML

DTS 数据包

ADO

SQL Server

ADO / OLE DB

商务数据与事件

网络日志

OLAPServer

商业数据仓库模式 逻辑层模式（ Logical Schema ）

类（类（ ClassClass ）：）： . . 数据成员（数据成员（ data membersdata members ））的集合。如：的集合。如：RegisteredUser RegisteredUser 类包含描述一个注册用户的数据成员类包含描述一个注册用户的数据成员 ..

数据成员（数据成员（ Data memberData member ））保存数据的结构。如：保存数据的结构。如：RegisteredUser RegisteredUser 的数据成员的数据成员 E-mail E-mail 保存一个注册用户的电子邮保存一个注册用户的电子邮件地址件地址

关系（关系（ RelationRelation ）） . . 两各类之间父／子关系，定义了每个类的实两各类之间父／子关系，定义了每个类的实例的数目并提供了在不同的类之间共享数据成员的机制。如例的数目并提供了在不同的类之间共享数据成员的机制。如RegisteredUserRegisteredUser 类是类是 RequestRequest 的父类，对于一个注册用户来说的父类，对于一个注册用户来说，它可以有多个请求。，它可以有多个请求。

物理层模式（物理层模式（ Physical Schema/Data StorePhysical Schema/Data Store ）） 保存了 Commerce Server 数据仓库的数据。 Commerce Server 自

动地在 SQL Server 和 OLAP 数据库创建 . 数据仓库。数据仓库为所有 Commerce Server 的报表提供必要的数据。

商业数据仓库体系结构

Commerce OLE DB 2.0/2.5 ProviderCommerce OLE DB 2.0/2.5 Provider

MS TV ServerMS TV Server

事件事件

脚本脚本 网络日志网络日志

导入导入ADOADO

活动活动用户用户交易交易

商务数据仓库商务数据仓库

SQL SQL ServerServer

OLAPOLAPServerServer

OLE DB Provider for Commerce ServerOLE DB Provider for Commerce Server

对数据仓库中目录元数据（对数据仓库中目录元数据（ metadatametadata ））的的管理管理 ..

对逻辑实体以及它们之间相互关系的管理对逻辑实体以及它们之间相互关系的管理 产生数据仓库的维（产生数据仓库的维（ DimensionsDimensions ））和事实和事实

表（表（ Facts.Facts. ）） 创建和控制数据仓库的 创建和控制数据仓库的 Surrogate Surrogate 码码 把逻辑实体作为把逻辑实体作为 SQLSQL 对象在物理上保存起对象在物理上保存起

来来

Commerce Server Commerce Server 商业分析系统商业分析系统 ((1)1) 跨跨 Commerce ServerCommerce Server 的集成的集成

现成的以电子商务为中心的报告现成的以电子商务为中心的报告 通过商务平台演示报告通过商务平台演示报告

性能与可收缩性性能与可收缩性 通过使用加载时间汇总和通过使用加载时间汇总和 OLAPOLAP立方体，极大立方体，极大

地提高了报告速度地提高了报告速度 提供了长期趋势分析提供了长期趋势分析

可扩展性可扩展性 有利于第三方商务分析工具的集成有利于第三方商务分析工具的集成

Commerce Server Commerce Server 商业分析系统商业分析系统 ((2)2)

现成的标准报告现成的标准报告 最常用的报告最常用的报告

与商务平台集成与商务平台集成 搜索与查找报告搜索与查找报告 运行报告运行报告 保存标准报告的自定义视图保存标准报告的自定义视图 导出到清单管理器（导出到清单管理器（ List ManagerList Manager ））

使用使用 OfficeOffice 网络控件网络控件 PivotListPivotList ，，用于生成多种特殊的数据透视表用于生成多种特殊的数据透视表 用于图形和图表的图表控件可以 与用于图形和图表的图表控件可以 与 PivotListPivotList 相联系相联系 可以使用静态的表格和图表可以使用静态的表格和图表

IISIIS

MS OLAPMS OLAPServerServer

IEIE中的报告中的报告

报告对象报告对象

商务平台商务平台

静态静态动态动态

导出对象导出对象

清单管理器清单管理器（（List ManagerList Manager））

直邮直邮 用户管理器用户管理器））

PivotListPivotList

图表图表

数据源数据源

HTMLHTML表格表格

参数参数

报告定义报告定义

SQLSQLServerServer

扩展数据仓库和商业分析系统扩展数据仓库和商业分析系统 每个公司、企业、电子商务组织都有其各自

的商业特点，对不同的信息有不同的要求 从从 ERPERP 系统获得的财经、金融信息系统获得的财经、金融信息 从从 CRM CRM 系统获得的客户信息系统获得的客户信息 从销售系统获得的市场信息从销售系统获得的市场信息 从税务局报表系统获得的与税收有关的信息

整合相关的信息 扩展 Commerce server

扩展数据仓库和商业分析系统扩展数据仓库和商业分析系统

开发步骤

创建新立方体

创建新报表

创建 SQL视图

添加类数据成员

101100100111011001001101000101100010001011001011001011110110010111

添加类关系

创建新类

把外部数据导入到新类

创建一个新类‘-----------------------------------' Add a new CLASS‘-----------------------------------

rec.Open "CLASS/NewCls", cn, adModeReadWrite, adCreateOverwrite

rec("IsPersistent") = 1 ‘ Persistent classrec("CatalogName") = "test1“ ‘ Name of the catalog to

storerec("ClassDefName") = "NewCls“ ‘ Name of the new classrec("SourceDefName") = "test_Source“ ‘ Name of the sourcerec("GenerateTableDef") = 1 ‘ Create a tablerec("GenerateKeyDef") = 1 ‘ Create a key for the

classrec("GenerateIdentity") = 1 ‘ Create identity columnrec("__Commit") = 1 ‘ Commit this class

‘ Commit the class to the catalogcmd.CommandText = "CommitSchema“cmd.Execute

添加新成员添加新成员' ----------------------------------

' Add a new MEMBER

' ----------------------------------

rec.Open "MEMBER/NewCls/NewMem", cn, adModeWrite, adCreateOverwrite

rec("MemberDefName") = “NewMem"

rec("GenerateColumnDef") = 1

rec("IsPrimaryKey") = 1

rec("DefValAsStr") = "DefaultValue"

rec("TypeName") = "WSTR"

rec("__Commit") = 1

' Commit Catalog changes

cmd.CommandText = "commitschema"

cmd.Execute

添加新关系添加新关系' ----------------------------------' ----------------------------------

' ' Add a new RELATIONAdd a new RELATION

' ----------------------------------' ----------------------------------

rec.Open "Relation/MyNewInheritRel2", cn, adModeWrite, adCreateOverwriterec.Open "Relation/MyNewInheritRel2", cn, adModeWrite, adCreateOverwrite

rec("ChildClassName") = “NewCls"rec("ChildClassName") = “NewCls"

rec("ParentClassName") = “ParentNewCls"rec("ParentClassName") = “ParentNewCls"

rec("RelType") = 2 ‘ 1-m relationrec("RelType") = 2 ‘ 1-m relation

rec("ParentClasskey") = “ParentNewClsKey"rec("ParentClasskey") = “ParentNewClsKey"

rec("__Commit") = 1rec("__Commit") = 1

' Commit Catalog changes' Commit Catalog changes

cmd.CommandText = "commitschema" cmd.CommandText = "commitschema"

cmd.Executecmd.Execute

把外部数据导入到新类把外部数据导入到新类set objRS = CreateObject("ADODB.Recordset")objConn.Open strURL ‘Open the OLE DB Provider connectionobjRS.open "select * from " & "stgOTCTable", strSQLConn

while objRS.EOF <> True objRec.Open "Instance/" & "OTCStore", objConn, 3, 67108864 objRec("ProductNameCat") = objRS.Fields("stg_ProductNameCat") objRec("DTimeStamp") = objRS.Fields("stg_Date") objRec("OTCAmount") = objRS.Fields("stg_Amount") objRec("OTCQuantity") = objRS.Fields("stg_Quantity") objRec("__Commit") =1 objRec.fields.update ' Added one record ‘ Not flushed till connection is closed objRec.Close objRS.movenextWend

创建 SQL 视图CREATE VIEW AllSalesView ASSELECT otc.productsid, otc.dateid, otc.otcamount as Amount, otc.otcquantity as Quantity, 'OTC' as StoreTypeFROM otcstore otcUNION ALLSELECT o.productsid, oh.dateid, o.cy_lineitem_total, o.quantity, 'OnLine' as StoreTypeFROM orderformlineitems oJOIN OrderFormHeader ohON oh.ordergroupid = o.ordergroupid

添加新示例添加新示例' ----------------------------------' ----------------------------------

' ' Add a new InstanceAdd a new Instance

' ----------------------------------' ----------------------------------

rec.Open "Instance/NewCls", cn, adModeReadWrite, rec.Open "Instance/NewCls", cn, adModeReadWrite, adCreateOverwriteadCreateOverwrite

rec(“NewMem") = “StringData”rec(“NewMem") = “StringData”

rec(“MemDate") = Nowrec(“MemDate") = Now

rec("__Commit") = 1rec("__Commit") = 1

查看图表

BIBI 案例案例

亚博连商业智慧系统 BIS 远缘 Smooth EC全球运筹电子商务系统

Improving Improving CRMCRM Using CS 2000Using CS 2000

ECO313ECO313

ObjectivesObjectives

What is CRM?What is CRM? Commerce Server 2000 &CRMCommerce Server 2000 &CRM How to implement Personalization How to implement Personalization

& Targeting& Targeting Analyze EffectivenessAnalyze Effectiveness Close the LoopClose the Loop

AgendaAgenda

Overview of CRMOverview of CRM CRM applications business functionsCRM applications business functions Microsoft's Vision and Strategies for Microsoft's Vision and Strategies for

CRMCRM Commerce Server ArchitectureCommerce Server Architecture User Profile ManagementUser Profile Management TargetingTargeting CampaignsCampaigns AnalysisAnalysis Closing the LoopClosing the Loop

Overview of CRM(1)Overview of CRM(1)

Customer Relationship Management Customer Relationship Management (CRM)(CRM) is a business strategy is a business strategy designed to optimize revenue(designed to optimize revenue( 收入收入） ） and profitsand profits （（利润） 利润） by by increasingincreasing customer satisfaction customer satisfaction attracting attracting new customers,new customers, retainingretaining existing customers, existing customers, understandingunderstanding customers better customers better

When :Web, e-mail, phone, fax, and When :Web, e-mail, phone, fax, and in-personin-person

Overview of CRM(2)Overview of CRM(2)

CRM is not just the province of CRM is not just the province of private private industry.industry.

Public sector organizationsPublic sector organizations are also are also focusing on how to build and enhance focusing on how to build and enhance relationships with their "customers."relationships with their "customers."

CRM applications business CRM applications business functionsfunctions Sales automationSales automation..

Provides sales professionals with access to critical Provides sales professionals with access to critical customer information customer information

tools that enhance their ability to effectively sell, as well tools that enhance their ability to effectively sell, as well as manage their time. as manage their time.

Marketing automationMarketing automation. . Provides marketing departments with campaign Provides marketing departments with campaign

management, lead generation, and data mining tools. management, lead generation, and data mining tools. Customer service and supportCustomer service and support. .

Enables effective and efficient response to customer Enables effective and efficient response to customer questions, problems, or issues. questions, problems, or issues.

Channel management/partner relationship Channel management/partner relationship management.management.

Extends CRM capabilities to the needs of extended Extends CRM capabilities to the needs of extended selling channels such as distributors and value-added selling channels such as distributors and value-added resellers. resellers.

Internal help deskInternal help desk. . Supporting internal users through applications covering Supporting internal users through applications covering

network management and support, call logging and network management and support, call logging and resolution, and internal customer support. resolution, and internal customer support.

Microsoft's Vision for CRMMicrosoft's Vision for CRM

Put the customer at the center of the picture Put the customer at the center of the picture Give all departments a view into a composite image Give all departments a view into a composite image

of the customers' of the customers' purchasing and service history, as purchasing and service history, as well as their buying, delivery, and contact well as their buying, delivery, and contact preferences. preferences.

The ultimate goal of a customer-centric approach is The ultimate goal of a customer-centric approach is to to empower each department, and each employee, to empower each department, and each employee, to think and actthink and act more strategically about their more strategically about their relationship with each and every customer. relationship with each and every customer.

An effective CRM strategy combines strategies and An effective CRM strategy combines strategies and applications for applications for knowledge management, business knowledge management, business intelligence, and e-commerce.intelligence, and e-commerce.

Achieve a Achieve a 360-degree view360-degree view of a customer. of a customer.

Microsoft's Strategies for CRMMicrosoft's Strategies for CRM Creating An Agile(Creating An Agile( 灵活灵活 ), ), Customer-Centric Customer-Centric

Enterprise Enterprise Flexibility Flexibility

An adaptable, scalable, easy to manage infrastructure is An adaptable, scalable, easy to manage infrastructure is essential for enterprise responsiveness.essential for enterprise responsiveness.

Microsoft offers a Microsoft offers a scalable enterprise platformscalable enterprise platform based on based on open standards that integrate well with legacy systems, open standards that integrate well with legacy systems, such as database or collaboration applications. For such as database or collaboration applications. For instance, built-in support for XML….instance, built-in support for XML….

Velocity Velocity Utilizing Utilizing new Microsoft® .NET building blocks and Web new Microsoft® .NET building blocks and Web

servicesservices will speed development time for the vast army will speed development time for the vast army of developers experienced in building solutions on the of developers experienced in building solutions on the Microsoft platform. Microsoft platform.

Empowerment Empowerment Microsoft supports the organizational need to implement Microsoft supports the organizational need to implement

unified CRM strategies that automatically unified CRM strategies that automatically provide the provide the right information to the right employees—anywhere, any right information to the right employees—anywhere, any time, on any device. time, on any device.

Open, standards-based information technologiesOpen, standards-based information technologies

CRM and MicrosoftCRM and Microsoft Microsoft technologies provide a Microsoft technologies provide a

common environment across desktops common environment across desktops and servers so that organizations can and servers so that organizations can build and administer CRM solutions build and administer CRM solutions across the entire enterprise. across the entire enterprise.

Successful CRM also depends upon the Successful CRM also depends upon the integration of disparate technologies integration of disparate technologies such as Internet technologies, legacy such as Internet technologies, legacy systems, telephone services, front- and systems, telephone services, front- and back-office solutions, and partner back-office solutions, and partner applications.applications.

How to develop CRM?How to develop CRM?

Using Commerce Server 2000Using Commerce Server 2000

CS ArchitectureCS Architecture

Business DeskBusiness Desk

UserUserMgrMgr

CatalogCatalogMgrMgr

DataDataAnalysisAnalysis

CampaignCampaignMgrMgr

OrderOrderMgrMgr

Solution SitesSolution Sites

BaseBase RetailRetail SupplierSupplier

Runtime Services/ComponentsRuntime Services/Components

ExpressionExpressionEvaluator Evaluator PredictorPredictor

Content Selection Content Selection FrameworkFramework

Ads/PromosAds/Promos

CatalogCatalog

PipelinePipeline

PipelinePipelineComponentsComponents

Order/Order/RequistnRequistn

DW ServiceDW Service

Data Mining / PredictorData Mining / Predictor

Reporting MgrReporting Mgr

TargetingTargeting CatalogCatalog TransactionsTransactions AnalysisAnalysis

DirectDirectMailMail

ServiceService

MailMail

ProfileProfileSystemSystem

User ProfilingUser Profiling

Schemas / Meta SchemasSchemas / Meta Schemas

Order FormOrder FormRequisitionRequisition

AdsAdsPromotionsPromotions

BizDataBizData

CatalogCatalog DataDataWarehouseWarehouse

ProfileProfileDefinitionsDefinitions

ExpressionsExpressionsDefinitionsDefinitions

Site TermsSite TermsDefinitionsDefinitions

AgendaAgenda

Commerce Server ArchitectureCommerce Server Architecture User Profile ManagementUser Profile Management TargetingTargeting CampaignsCampaigns AnalysisAnalysis Closing the LoopClosing the Loop

Profile ServiceProfile Service

A platform service for managing and A platform service for managing and tracking business data in a dynamic, tracking business data in a dynamic, integrated, and scaled Web environmentintegrated, and scaled Web environment Simple object interfaceSimple object interface Extensible data object model Extensible data object model Data store agnosticData store agnostic Optimized for Internet scaleOptimized for Internet scale

UserUserProfileProfileObjectObject

Commerce OLEDB ProviderCommerce OLEDB Provider

ProfileProfileServiceService

Profile ObjectProfile ObjectCacheCache ADOADO

Profile Profile Definition TranslationDefinition TranslationBizDataBizData

DefsDefs

Data SourceData SourceAggregation ManagerAggregation Manager

ADSI/ADSI/LDAPLDAP

OLEDB/OLEDB/SQL7SQL7

OLEDB/OLEDB/ODBCODBC

LDAPLDAPDSDSLDAPLDAP

DSDSActiveActiveDirectoryDirectory

LDAPLDAPDSDSSQL SQL ServerServer

ThirdThirdPartyParty

DatabasesDatabases

Profile Object exposes simple API for profile Profile Object exposes simple API for profile data accessdata accessADO Support for Bulk Processing (Select, ADO Support for Bulk Processing (Select, Insert, Update)Insert, Update)

BizData OLEDB Provider provides BizData OLEDB Provider provides standard interface supporting both the standard interface supporting both the profile service and ADOprofile service and ADO

Provider exposes simple SQL Provider exposes simple SQL semantics (profile analogous to a semantics (profile analogous to a logical table view)logical table view)

Provider enables data translations Provider enables data translations and data source aggregation base and data source aggregation base on BizData definitionson BizData definitions

Optimized data source Optimized data source provider plug-ins for provider plug-ins for directories (LDAPv3), directories (LDAPv3), SQL Server, and SQL Server, and OLEDB/ODBC sources OLEDB/ODBC sources supporting supporting ANSI-SQL subsetANSI-SQL subset

Profile System ArchitectureProfile System Architecture

Using Profile ServiceUsing Profile Service CreateCreate

Set mscsProfileService = Set mscsProfileService = Server.CreateObject("Commerce.ProfileService")Server.CreateObject("Commerce.ProfileService")

InitializeInitialize mscsProfileService.Initialize(sProfileServiceConnectionString, mscsProfileService.Initialize(sProfileServiceConnectionString,

“Profile Definitions”)“Profile Definitions”)

Cache Cache Set Application("MSCSProfileService") = Set Application("MSCSProfileService") =

MSCSProfileService MSCSProfileService APIAPI

mscsProfileService.GetProfile(“Joe@somesite.com”, mscsProfileService.GetProfile(“Joe@somesite.com”, “UserObject”)“UserObject”)

mscsProfileService.GetProfileByKey(“Account", mscsProfileService.GetProfileByKey(“Account", “CJ878987”, "UserObject") “CJ878987”, "UserObject")

mscsProfileService.CreateProfile()mscsProfileService.CreateProfile() mscsProfileService.DeleteProfile()mscsProfileService.DeleteProfile()

AgendaAgenda

Commerce Server ArchitectureCommerce Server Architecture User Profile ManagementUser Profile Management TargetingTargeting CampaignsCampaigns AnalysisAnalysis Closing the LoopClosing the Loop

TargetingTargeting

ExpressionsExpressions Expression BuilderExpression Builder Expression EvaluatorExpression Evaluator

Targeting Overview Targeting Overview

TargetingTargetingSystemSystem

ContentContent

TargetTargetPropertiesProperties

Profiles:Profiles:AdAdDiscountDiscountRelated SellRelated SellCatalogCatalogFeaturesFeatures

UsersUsers

TargetTargetPropertiesProperties

Profile:Profile:City, Age, GenderCity, Age, GenderIncome, FamilyIncome, FamilyBrowserBrowser

ContextContext

TargetTargetPropertiesProperties

Profile:Profile:Section, Page, SlotSection, Page, SlotDate/TimeDate/TimeOther things on pageOther things on page

ExpressionsExpressions

Target with multiple ExpressionsTarget with multiple Expressions AND, OR supportAND, OR support

Target with Target GroupsTarget with Target Groups Collection of expressions & actionsCollection of expressions & actions RequireRequire TargetTarget ExcludeExclude SponsorSponsor

Targeting Context ProfileTargeting Context Profile Use to target against other contextual valuesUse to target against other contextual values Extensible Schema (Business Desk: Profile Extensible Schema (Business Desk: Profile

Designer)Designer) Page Group is defaultPage Group is default Consumed by ContentSelector objectConsumed by ContentSelector object

Expression BuilderExpression Builder

Business manager focused UI Business manager focused UI DHTML launched in application context DHTML launched in application context

via the Business Deskvia the Business Desk Consumes profiles and site termsConsumes profiles and site terms Data storeData store

Used to name, store and retrieveUsed to name, store and retrieve Expressions represented in XMLExpressions represented in XML

Demo Demo

Expression EvaluatorExpression Evaluator

Create Context DictionaryCreate Context Dictionary Set dictProfiles = Set dictProfiles =

Server.CreateObject("Commerce.Dictionary")Server.CreateObject("Commerce.Dictionary") Set dictProfiles.User = oUser1 ‘ user profileSet dictProfiles.User = oUser1 ‘ user profile Set dictProfiles.Address = oAddress1 ‘ address profileSet dictProfiles.Address = oAddress1 ‘ address profile

Create Expression EvaluatorCreate Expression Evaluator Set oExpressionEval = Set oExpressionEval =

Server.CreateObject("Commerce.ExpressionEvaluator")Server.CreateObject("Commerce.ExpressionEvaluator")

Evaluate ExpressionEvaluate Expression vResult = oExpressionEval.Eval(ExpressionID, dictProfiles)vResult = oExpressionEval.Eval(ExpressionID, dictProfiles) Use ExpressionStore.GetExprID(“BigSpenders”) to get ID Use ExpressionStore.GetExprID(“BigSpenders”) to get ID

from Namefrom Name

AgendaAgenda

Commerce Server ArchitectureCommerce Server Architecture User Profile ManagementUser Profile Management TargetingTargeting CampaignsCampaigns AnalysisAnalysis Closing the LoopClosing the Loop

CampaignsCampaigns

AdvertisingAdvertising DiscountsDiscounts Direct MailDirect Mail

Web Web PagePage

Content Selection FrameworkContent Selection FrameworkRun TimeRun Time

Content Selection FrameworkContent Selection FrameworkDesign TimeDesign Time

Business Desk ModulesBusiness Desk Modules

ContentContentSelectorSelector

ContentContentCache MgrCache Mgr

FormatFormatFormatFormat

RecordRecordRecordRecord

SelectSelectSelectSelect

ScoreScoreScoreScore

Load HistoryLoad HistoryLoad HistoryLoad History

Need Of Deliv.Need Of Deliv.Need Of Deliv.Need Of Deliv.

Size FilterSize FilterSize FilterSize Filter

Ad

ve

rtisin

g S

ele

ctio

n P

ipe

line

Ad

ve

rtisin

g S

ele

ctio

n P

ipe

line

FormatFormatFormatFormat

RecordRecordRecordRecord

SelectSelectSelectSelect

Basket ScoreBasket ScoreBasket ScoreBasket Score

Product ScoreProduct ScoreProduct ScoreProduct Score

Size FilterSize FilterSize FilterSize Filter

Dis

co

un

ts/R

ela

ted

Se

ll Pip

elin

eD

isc

ou

nts

/Re

late

d S

ell P

ipe

line

UsersUsers

ContentContentContentContent

AdvertisingAdvertisingAdvertisingAdvertising

Content Mgr.Content Mgr.Content Mgr.Content Mgr.

DiscountsDiscountsDiscountsDiscountsDirect MailDirect MailDirect MailDirect Mail

Campaign Mgr.Campaign Mgr.Business DeskBusiness Desk

Expression BldrExpression BldrExpression BldrExpression Bldr

Create CookiesCreate CookiesCreate CookiesCreate Cookies

Postproc. RecipPostproc. RecipPostproc. RecipPostproc. Recip

Send EmailSend EmailSend EmailSend Email

Compose EmailCompose EmailCompose EmailCompose Email

Preproc. Recip.Preproc. Recip.Preproc. Recip.Preproc. Recip.

Dire

ct M

ail P

ipe

line

Dire

ct M

ail P

ipe

line

ThrottleThrottleThrottleThrottle

Advertising FeaturesAdvertising Features

Improved analysis integrationImproved analysis integration Open eventing model via IIS AppendToLogOpen eventing model via IIS AppendToLog Can also plug in custom pipeline component for Can also plug in custom pipeline component for

ad bureau audit logging (“Advertising.PCF”)ad bureau audit logging (“Advertising.PCF”) CSF automatically tracks the content shown CSF automatically tracks the content shown

to a user and implements a reselect penalty. to a user and implements a reselect penalty. History stored as HTTP cookie, ASP session, History stored as HTTP cookie, ASP session,

UserObject profile. UserObject profile. LoadHistoryLoadHistory RecordHistoryRecordHistory SaveHistorySaveHistory

Using AdvertisingUsing Advertising

Creating Advertisements using Creating Advertisements using Business DeskBusiness Desk DemoDemo

InitializeInitialize Getting ContentGetting Content TargetingTargeting

PageGroupPageGroup UsersUsers ProductsProducts

Initialize AdvertisingInitialize Advertising Create Global Expression EvaluatorCreate Global Expression Evaluator

Set MSCSExpressionEvaluator = Set MSCSExpressionEvaluator = Server.CreateObject("Commerce.ExpressionEvaluator")Server.CreateObject("Commerce.ExpressionEvaluator")

MSCSExpressionEvaluator.Connect(dictConfig.s_BizDataSMSCSExpressionEvaluator.Connect(dictConfig.s_BizDataStoreConnectionString)toreConnectionString)

Create Global Advertising ContextCreate Global Advertising Context Set CSFAdvertisingContext = Set CSFAdvertisingContext =

CreateObject("Commerce.Dictionary") CreateObject("Commerce.Dictionary") Configure with Expression EvaluatorConfigure with Expression Evaluator

Set CSFAdvertisingContext("Evaluator") = Set CSFAdvertisingContext("Evaluator") = oExpressionEvaluator oExpressionEvaluator

Configure with cache managerConfigure with cache manager Set CSFAdvertisingContext("CacheManager") = Set CSFAdvertisingContext("CacheManager") =

oCacheManager oCacheManager CSFAdvertisingContext("CacheName") = "Advertising" CSFAdvertisingContext("CacheName") = "Advertising"

global_csf_lib.asp

Initialize AdvertisingInitialize Advertising

Configure click redirect (records clicks)Configure click redirect (records clicks) CSFAdvertisingContext("RedirectUrl") = CSFAdvertisingContext("RedirectUrl") =

sRedirectUrl ‘ GetBaseUrl() & "/redir.asp" sRedirectUrl ‘ GetBaseUrl() & "/redir.asp"

Load Advertising pipelineLoad Advertising pipeline Set oPipe = Set oPipe =

Server.CreateObject("Commerce.OrderPipeline")Server.CreateObject("Commerce.OrderPipeline")

oPipe.LoadPipe(oPipelineMap.Advertising)oPipe.LoadPipe(oPipelineMap.Advertising) Set CSFAdvertisingContext("Pipeline") = oPipeSet CSFAdvertisingContext("Pipeline") = oPipe

Store Ad Context in application variableStore Ad Context in application variable Set Application("CSFAdvertisingContext") = Set Application("CSFAdvertisingContext") =

CSFAdvertisingContextCSFAdvertisingContext

Getting Ad ContentGetting Ad Content Create Content SelectorCreate Content Selector

Set oCSO = Set oCSO = Server.CreateObject("Commerce.ContentSelector")Server.CreateObject("Commerce.ContentSelector")

Configure with Product informationConfigure with Product information Set oCSO.Products = ProductDetailsSet oCSO.Products = ProductDetails

Function GetShownProductsDetails()Function GetShownProductsDetails() Function listGetShownProductsInfo()Function listGetShownProductsInfo()

Configure content selection parametersConfigure content selection parameters oCSO.NumRequested = 1oCSO.NumRequested = 1 oCSO.Border = 1oCSO.Border = 1 oCSO.TargetFrame = "_top“oCSO.TargetFrame = "_top“ oCSO.Size = "Banner"oCSO.Size = "Banner" oCSO.PageGroup = “Home”oCSO.PageGroup = “Home” Set oCSO.UserProfile = oUserProfileSet oCSO.UserProfile = oUserProfile

Banner.asp

Redir.asp

Targeting Targeting ContextContext

Getting Ad ContentGetting Ad Content

Call content selector to get contentCall content selector to get content Set Ads = Set Ads =

oCSO.GetContent( Application("CSFAdvertisingCoCSO.GetContent( Application("CSFAdvertisingContext") )ontext") )

Render Ad content collectionRender Ad content collection For Each Ad In AdsFor Each Ad In Ads Response.Write(Ad) & “<BR>”Response.Write(Ad) & “<BR>” NextNext

FormatTemplate pipeline componentFormatTemplate pipeline component Formats text based on ad specification in Formats text based on ad specification in

Business Desk (Ad Display section)Business Desk (Ad Display section) Modifiable using Resource Kit toolModifiable using Resource Kit tool Can also replace with custom format component Can also replace with custom format component

(must use C++ due to interface)(must use C++ due to interface)

DiscountsDiscounts

Reacts to product page and user’s basketReacts to product page and user’s basket ScoreDiscounts used for product page ScoreDiscounts used for product page

Discount.PCF pipelineDiscount.PCF pipeline OrderDiscounts used for basket page OrderDiscounts used for basket page

Basket.PCF pipelineBasket.PCF pipeline Supports page/basket and item level Supports page/basket and item level

display messagedisplay message Uses catalog expressions to define Uses catalog expressions to define

Basket requirements (Buy)Basket requirements (Buy) Award requirements (Get)Award requirements (Get)

Combines 3.0 Discount with 4.0 AdCombines 3.0 Discount with 4.0 Ad Can require a “click” on discount image Can require a “click” on discount image

to qualify for discountto qualify for discount

Using DiscountsUsing Discounts

Creating Discounts using Business Creating Discounts using Business DeskDesk DemoDemo

InitializeInitialize Getting ContentGetting Content TargetingTargeting

PageGroupPageGroup UsersUsers ProductsProducts

Initialize DiscountsInitialize Discounts(same as Ad init)(same as Ad init)

Create Global Expression EvaluatorCreate Global Expression Evaluator Set MSCSExpressionEvaluator = Set MSCSExpressionEvaluator =

Server.CreateObject("Commerce.ExpressionEvaluator")Server.CreateObject("Commerce.ExpressionEvaluator") MSCSExpressionEvaluator.Connect(dictConfig.s_BizDataSMSCSExpressionEvaluator.Connect(dictConfig.s_BizDataS

toreConnectionString)toreConnectionString) Create Global Context for CSF DiscountsCreate Global Context for CSF Discounts

Set CSFDiscountContext = Set CSFDiscountContext = CreateObject("Commerce.Dictionary")CreateObject("Commerce.Dictionary")

Configure with cachemanagerConfigure with cachemanager Set CSFDiscountContext("CacheManager") = Set CSFDiscountContext("CacheManager") =

oCacheManageroCacheManager CSFDiscountContext("CacheName") = "Discounts"CSFDiscountContext("CacheName") = "Discounts"

Configure with Expression EvaluatorConfigure with Expression Evaluator Set CSFDiscountContext("Evaluator") = Set CSFDiscountContext("Evaluator") =

oExpressionEvaluatoroExpressionEvaluator

Initialize DiscountsInitialize Discounts

Configure click redirect (records clicks)Configure click redirect (records clicks) CSFDiscountContext("RedirectUrl") = CSFDiscountContext("RedirectUrl") =

sRedirectUrl ‘ GetBaseUrl() & "/redir.asp" sRedirectUrl ‘ GetBaseUrl() & "/redir.asp"

Load Discount pipelineLoad Discount pipeline Set oPipe = Set oPipe =

Server.CreateObject("Commerce.OrderPipeline")Server.CreateObject("Commerce.OrderPipeline")

oPipe.LoadPipe(oPipelineMap.Discounts)oPipe.LoadPipe(oPipelineMap.Discounts) Set CSFDiscountContext("Pipeline") = oPipeSet CSFDiscountContext("Pipeline") = oPipe

Store Discount Context in application Store Discount Context in application variablevariable Set Application("CSFDiscountContext") = Set Application("CSFDiscountContext") =

CSFDiscountContextCSFDiscountContext

Getting Discount ContentGetting Discount Content(same as Ad Get)(same as Ad Get)

Create Content SelectorCreate Content Selector Set oCSO = Set oCSO =

Server.CreateObject("Commerce.ContentSelector") Server.CreateObject("Commerce.ContentSelector") Configure with Product informationConfigure with Product information

Set oCSO.Products = ProductDetailsSet oCSO.Products = ProductDetails Function GetShownProductsDetails()Function GetShownProductsDetails() Function listGetShownProductsInfo()Function listGetShownProductsInfo()

Configure content selection parametersConfigure content selection parameters oCSO.NumRequested = 1oCSO.NumRequested = 1 oCSO.Border = 1oCSO.Border = 1 oCSO.TargetFrame = "_top“oCSO.TargetFrame = "_top“ oCSO.Size = "Banner"oCSO.Size = "Banner" oCSO.PageGroup = “Home”oCSO.PageGroup = “Home” Set oCSO.UserProfile = oUserProfileSet oCSO.UserProfile = oUserProfile

Discount.asp

Getting Discount ContentGetting Discount Content

Call content selector to get contentCall content selector to get content Set Discounts = Set Discounts =

oCSO.GetContent(Application("CSFDiscountConoCSO.GetContent(Application("CSFDiscountContext")) text"))

Render Discount content collectionRender Discount content collection For Each Discount In DiscountsFor Each Discount In Discounts Response.Write Discount & “<BR>”Response.Write Discount & “<BR>” NextNext

FormatTemplate pipeline componentFormatTemplate pipeline component Formats text based on ad specification in Formats text based on ad specification in

Business Desk (Ad Display section)Business Desk (Ad Display section) Modifiable using Resource Kit toolModifiable using Resource Kit tool Can also replace with custom format component Can also replace with custom format component

(must be C++ due to interface)(must be C++ due to interface)

Rendering Basket DiscountsRendering Basket Discounts

Run OrderDiscount component in Run OrderDiscount component in basket pipelinebasket pipeline

oOrderForm.Value("_discounts")oOrderForm.Value("_discounts") ContentList with discount messagesContentList with discount messages

oItem.discounts_appliedoItem.discounts_applied Populated with item discountsPopulated with item discounts

Item discount valuesItem discount values oItem.Value("_cy_iadjust_currentprice") oItem.Value("_cy_iadjust_currentprice") oItem.Value("_cy_oadjust_discount") oItem.Value("_cy_oadjust_discount") oItem.Value("_cy_oadjust_adjustedprice") oItem.Value("_cy_oadjust_adjustedprice")

Basket.asp

Basket.pcf

Rendering Basket DiscountsRendering Basket Discounts Enumerate oItem.discounts_applied to get discount Enumerate oItem.discounts_applied to get discount

descriptiondescription

For Each ciid In oItem.discounts_appliedFor Each ciid In oItem.discounts_applied sDesc = GetDiscountDescription( ciid, oOrderForm.Value(“_discounts”)sDesc = GetDiscountDescription( ciid, oOrderForm.Value(“_discounts”) oItem.Value("_messages") = oItem.Value("_messages") & "D" & CStr(ciid) oItem.Value("_messages") = oItem.Value("_messages") & "D" & CStr(ciid)

& mc_NBSP & sDesc& mc_NBSP & sDescNextNext

Function GetDiscountDescription(ByVal ciid, ByVal oContentList)Function GetDiscountDescription(ByVal ciid, ByVal oContentList)Dim oRows, oFieldsDim oRows, oFields

Set oRows = oContentList.Search("item_id", ciid)Set oRows = oContentList.Search("item_id", ciid) If Not oRows.EOF ThenIf Not oRows.EOF Then Set oFields = oRows.FieldsSet oFields = oRows.Fields GetDiscountDescription = "D" & CStr(ciid) & “ “ & oFields.descriptionGetDiscountDescription = "D" & CStr(ciid) & “ “ & oFields.description ElseElse GetDiscountDescription = "D" & CStr(ciid) & “ no discount text found”GetDiscountDescription = "D" & CStr(ciid) & “ no discount text found” End IfEnd IfEnd FunctionEnd Function

Simple ListSimple List

Content ListContent List

Direct MailDirect Mail

Direct Mail Marketing is an off-line form Direct Mail Marketing is an off-line form of targetingof targeting

Fast, Scalable, Runs as an NT ServiceFast, Scalable, Runs as an NT Service Based on Business Processing Based on Business Processing

PipelinesPipelines Designed for personalized bulk mailingDesigned for personalized bulk mailing

Personalized web pagePersonalized web page Plain-text, HTML, mime formatsPlain-text, HTML, mime formats

Direct MailDirect Mail

Campaign tracking of mails Campaign tracking of mails sent, clickedsent, clicked

It leverages the Business Data It leverages the Business Data Warehouse calc engine as one way to Warehouse calc engine as one way to produce lists of users to send mail toproduce lists of users to send mail to

Based on Windows 2000 CDO objectsBased on Windows 2000 CDO objects Uses SQL Server Agent for Uses SQL Server Agent for

recurring jobsrecurring jobs Tested to eight million mailingTested to eight million mailing Redir.asp

Using Direct MailUsing Direct Mail

Creating Direct Mailing using Business DeskCreating Direct Mailing using Business Desk DemoDemo

Personalized Email TemplatePersonalized Email Template Sets “CampaignItemID” cookieSets “CampaignItemID” cookie

Currently running Direct Mail campaign Currently running Direct Mail campaign Sets “MSCSProfile” cookie Sets “MSCSProfile” cookie

Use AuthManager object to get useridUse AuthManager object to get userid User ProfileService object to get user profileUser ProfileService object to get user profile

Opt-out pageOpt-out page Adds user to opt-out user listAdds user to opt-out user list

ServiceReminder.asp Opt-out.asp

AgendaAgenda

Commerce Server ArchitectureCommerce Server Architecture User Profile ManagementUser Profile Management TargetingTargeting CampaignsCampaigns AnalysisAnalysis Closing the LoopClosing the Loop

AnalysisAnalysis Standard Reports (39 total)Standard Reports (39 total)

Commerce Server Reports for categoriesCommerce Server Reports for categories AdvertisingAdvertising

Ad Reach and Frequency per Day (Dynamic)Ad Reach and Frequency per Day (Dynamic) Campaign Item Summary (Dynamic)Campaign Item Summary (Dynamic)

Click-streamClick-stream Top Requested Pages (Static)Top Requested Pages (Static) Directories (Dynamic)Directories (Dynamic) Query Strings (single value) (Static)Query Strings (single value) (Static)

SalesSales Buyer Browse to Purchase (Dynamic)Buyer Browse to Purchase (Dynamic) Customer Sales (Static)Customer Sales (Static)

Visual Insight Reports (third party)Visual Insight Reports (third party) Campaign Manager (Ads, Disc.) – near real timeCampaign Manager (Ads, Disc.) – near real time

Shows Scheduled, Requests/Viewed, Clicked, %Shows Scheduled, Requests/Viewed, Clicked, %

AnalysisAnalysis

PredictionPrediction Dependency netsDependency nets

SegmentationSegmentation Discover implicit behaviorDiscover implicit behavior

PredictorPredictor

Real-time recommendationsReal-time recommendations Uses prediction models built from Data Uses prediction models built from Data

WarehouseWarehouse Server builds modelsServer builds models

Dedicated Windows 2000 serviceDedicated Windows 2000 service

Client does predictionsClient does predictions Runs on web serverRuns on web server Cached in Application variableCached in Application variable

Using PredictorUsing Predictor

Build Predictor Model using Build Predictor Model using Commerce Server ManagerCommerce Server Manager

Initialize Predictor ClientInitialize Predictor Client Getting Predictor ContentGetting Predictor Content

Initialize Predictor ClientInitialize Predictor Client Create Predictor ClientCreate Predictor Client

Set objPredictor = Set objPredictor = Server.CreateObject("Commerce.PredictorClient")Server.CreateObject("Commerce.PredictorClient")

Load Predictor ModelLoad Predictor Model objPredictor.LoadModelFromDB “Transactions”, objPredictor.LoadModelFromDB “Transactions”,

connstr_db_dw connstr_db_dw Set Popularity penalty weight (0 no penalty, 1 max)Set Popularity penalty weight (0 no penalty, 1 max)

objPredictor.fpPopularityPenalty = 0.8 ‘ show least popularobjPredictor.fpPopularityPenalty = 0.8 ‘ show least popular Set Confidence thresholdSet Confidence threshold

objPredictor.fpDefaultConfidence = 10 ‘ show most itemsobjPredictor.fpDefaultConfidence = 10 ‘ show most items Debug output flag (set to false for Production)Debug output flag (set to false for Production)

objPredictor.bFailOnUnknownInputAttributes = False objPredictor.bFailOnUnknownInputAttributes = False Cache Predictor ClientCache Predictor Client

Set Application("MSCSPredictor") = objPredictorSet Application("MSCSPredictor") = objPredictor

global_profile_lib.asp

Getting Predictor ContentGetting Predictor Content

Create a case dictionary for basket itemsCreate a case dictionary for basket items Set dCase = GetDictionary() Set dCase = GetDictionary()

Populate case dictionary Populate case dictionary QTY[catalog name].[product id]QTY[catalog name].[product id]

For Each sOrderFormName in mscsOrderGrp.value("Orderforms") For Each sOrderFormName in mscsOrderGrp.value("Orderforms") Set oOrderForm =Set oOrderForm = mscsOrderGrp.value.OrderForms.Value(sOrderFormName)mscsOrderGrp.value.OrderForms.Value(sOrderFormName) For Each dItem in oOrderForm.ItemsFor Each dItem in oOrderForm.Items strPropName = “QTY([" & dItem.product_catalog & "].[" &strPropName = “QTY([" & dItem.product_catalog & "].[" & dItem.product_id & "])"dItem.product_id & "])" lQuantity = CLng(dItem.quantity)lQuantity = CLng(dItem.quantity) dCase(strPropName) = lQuantity ‘ Add to dictionarydCase(strPropName) = lQuantity ‘ Add to dictionary NextNext NextNext

Getting Predictor ContentGetting Predictor Content Pose known case, ask predictor client to predict Pose known case, ask predictor client to predict

missing factsmissing facts

Set slToPredict = GetSimpleList() Set slToPredict = GetSimpleList() slToPredict.Add “SKU”slToPredict.Add “SKU”

oPredictor.Predict dCase, slToPredict, arPredictedProps, oPredictor.Predict dCase, slToPredict, arPredictedProps, arPredictedVals, lMaxPredictions arPredictedVals, lMaxPredictions dCase – known case (list of product items)dCase – known case (list of product items) slToPredict – SKU (fact to predict)slToPredict – SKU (fact to predict) arPredictedProps – return array with list of SKUsarPredictedProps – return array with list of SKUs arPredictedVals – return array with list of quantitiesarPredictedVals – return array with list of quantities

For i = 0 To UBound(arPredictedProps)For i = 0 To UBound(arPredictedProps) Response.Write arPredictedProps(i)) & “<BR>”Response.Write arPredictedProps(i)) & “<BR>” NextNext

SegmentationSegmentation

Segment users based on Segment users based on implicit behaviorimplicit behavior

System based discovery of System based discovery of hidden trends and behavior in the hidden trends and behavior in the Business Data WarehouseBusiness Data Warehouse

Use discovered segments Use discovered segments to drive targetingto drive targeting

Results in clusters of users Results in clusters of users Export as user listExport as user list

Segment ViewerSegment Viewer

AgendaAgenda

Commerce Server ArchitectureCommerce Server Architecture User Profile ManagementUser Profile Management TargetingTargeting CampaignsCampaigns AnalysisAnalysis Closing the LoopClosing the Loop

Closing The LoopClosing The Loop

List ManagerList Manager Bulk UpdatesBulk Updates

List ManagerList Manager

Allows marketing managers to create Allows marketing managers to create lists without a DBAlists without a DBA

List Manager object import lists from List Manager object import lists from CS Business Analysis, SQL Server or CS Business Analysis, SQL Server or flat filesflat files

Users can merge and subtracts listsUsers can merge and subtracts lists Users can export listsUsers can export lists DemoDemo

Exporting listsExporting lists Table schemaTable schema

Bulk UpdatesBulk Updates

Export static, dynamic reports Export static, dynamic reports as user listas user list

Create new user propertyCreate new user property Bulk update users using user listBulk update users using user list Automating bulk updates using script Automating bulk updates using script

(Profile Service SQL via ADO interface)(Profile Service SQL via ADO interface) DemoDemo

update.vbs.txt

ResourcesResources Commerce Server 2000 Resource KitCommerce Server 2000 Resource Kit

http://mspress.microsoft.com/prod/books/4659.htmhttp://mspress.microsoft.com/prod/books/4659.htm Commerce Server 2000 Partners PageCommerce Server 2000 Partners Page

http://www.microsoft.com/http://www.microsoft.com/commerceservercommerceserver/partners/default.asp/partners/default.asp

Profile SDK siteletProfile SDK sitelet C:\Program Files\Microsoft Commerce Server\SDK\Samples\C:\Program Files\Microsoft Commerce Server\SDK\Samples\

Sitelets\ProfileSitelets\Profile Discount SDK siteletDiscount SDK sitelet

C:\Program Files\Microsoft Commerce Server\SDK\Samples\C:\Program Files\Microsoft Commerce Server\SDK\Samples\Sitelets\DiscountSitelets\Discount

Ad SDK siteletAd SDK sitelet C:\Program Files\Microsoft Commerce Server\SDK\Samples\C:\Program Files\Microsoft Commerce Server\SDK\Samples\

Sitelets\AdSitelets\Ad http://www.microsoft.com/business/index/http://www.microsoft.com/business/index/

casestudiesalpha.aspcasestudiesalpha.asp http://www.microsoft.com/BUSINESS/articles/http://www.microsoft.com/BUSINESS/articles/

crm/crmbasics.aspcrm/crmbasics.asp

Summary & Call To ActionSummary & Call To Action

Rich Personalization & Targeting Rich Personalization & Targeting featuresfeatures User Profile ManagementUser Profile Management TargetingTargeting Campaigns (Ads, Discounts, Direct Mail)Campaigns (Ads, Discounts, Direct Mail)

Closed Loop Personalization ToolsClosed Loop Personalization Tools Analysis reports, Predictor, SegmentationAnalysis reports, Predictor, Segmentation ListManagerListManager Bulk updatesBulk updates

csamsi@microsoft.comcsamsi@microsoft.com

Integrate Third-Party Integrate Third-Party ERPERP System with CS2000System with CS2000

OutlineOutline

IntroductionIntroduction Architecture for integrating an ERP system

with a Commerce Server application. Integration Tech.Integration Tech. General Considerations General Considerations Integrate with SAP using CS2000Integrate with SAP using CS2000 reviewreview

Introduction(1)Introduction(1) Commerce data and business rules often exist on the Commerce data and business rules often exist on the

ERP system. ERP system. For accuracy and consistency, Commerce Server For accuracy and consistency, Commerce Server

application need those data and business rulesapplication need those data and business rules Customer dataCustomer data Product catalog (including SKU numbers, Product catalog (including SKU numbers,

vendor information, and availability)vendor information, and availability) Product inventory levelsProduct inventory levels Pricing dataPricing data Order status and history Taxation rulesTaxation rules Credit card processing policiesCredit card processing policies Product authorization rulesProduct authorization rules Pricing algorithmsPricing algorithms Shipping algorithmsShipping algorithms

Introduction(2)Introduction(2) Data from the Commerce Server application,

such as the following, must be sent back to the ERP System:

Customer orders Web customers and customer updates

It is necessary

for CS2000 application to integrate with ERP systemsuch as SAP, J.D. Edwards OneWorld?, PeopleSoft, and other corporate systems

Architecture for integrating an ERP system with a Commerce Server application.

Integration Tech.Integration Tech.

Batch downloadsBatch downloads Real-time connectorsReal-time connectors Queued connectorsQueued connectors Mirrored updatesMirrored updates

Batch downloadsBatch downloads

copying ERP-managed data from an copying ERP-managed data from an ERP system to a Commerce Server ERP system to a Commerce Server application.application.

•Catalog objectCatalog object

•Bulk Copy Program (BCP)

•Data Transformation Services

(DTS)

system availability

Real-time connectorsReal-time connectors

real-time connectors:real-time connectors: wrap the programming interfaces on the wrap the programming interfaces on the

ERP system with a COM+ component ERP system with a COM+ component executed in real time. executed in real time.

The COM+ component is essentially a The COM+ component is essentially a proxy object proxy object

Any ASP page in the Commerce Server Any ASP page in the Commerce Server application by the application by the Server.CreateObject()Server.CreateObject() method. method.

Provided by the ERP vendor or a third-party vendor

Real-time connectorsReal-time connectors

Queued connectorsQueued connectors

The queued-connector technique is The queued-connector technique is similar to the real-time connector similar to the real-time connector technique.technique.

The difference is that the queued-The difference is that the queued-connector technique connector technique adds a queuing adds a queuing technology to make the calls technology to make the calls asynchronousasynchronous

Mirrored updatesMirrored updates

it requires software event support it requires software event support on the ERP system. on the ERP system.

As events occur on the ERP As events occur on the ERP system (for example, inventory is system (for example, inventory is updated, customers are added, updated, customers are added, product pricing is changed), they product pricing is changed), they can be trapped and transmitted can be trapped and transmitted over a real-time connector to the over a real-time connector to the Commerce Server application.Commerce Server application.

General Considerations General Considerations

ERP systems and Commerce Server ERP systems and Commerce Server business rulesbusiness rules

Physical architecture (highly scalable)Physical architecture (highly scalable) Product catalogProduct catalog Pricing and promotionsPricing and promotions Shipping, taxation, and credit card Shipping, taxation, and credit card

authorizationauthorization ReplicationReplication

ERP systems and Commerce ERP systems and Commerce Server business rulesServer business rules identify each of the business rules and identify each of the business rules and

decide whether to mirror each one in decide whether to mirror each one in the Commerce Server application or the Commerce Server application or provide a real-time call for it to the ERP provide a real-time call for it to the ERP system. system.

The type of business ruleThe type of business rule The frequency with which the business The frequency with which the business

rule must be invokedrule must be invoked The costs and risks associated with The costs and risks associated with

invoking the business rule directly, in invoking the business rule directly, in real timereal time

The cost to mirror the business ruleThe cost to mirror the business rule

Physical architecture (highly Physical architecture (highly scalable)scalable)

Highly scalable Commerce Server application integrated Highly scalable Commerce Server application integrated with an ERP systemwith an ERP system

System component Services Description

Web servers IIS 5.0

COM+

Commerce Server Pipelineobjects

Commerce Server

Contain the ASP files of the site.

SQL Server servers SQL Server 2000(or SQL Server 7.0)

Provide all database services for the site,including customer, product, and pricinginformation, in addition to the tables forshopping baskets and receipts.

ERP Commerce objects ERP integration softwareprovided by ERP vendors

Custom-built integrationobjects

Provide Internet order processing andintegration. They may be a combination ofvendor-supplied objects and custom objects.

ERP system Provides business management.

Product catalogProduct catalog

Design the product database to match Design the product database to match the structure of the corresponding ERP the structure of the corresponding ERP system as closely as possible. system as closely as possible.

Develop a process to add content and add data(images, multimedia, and so onimages, multimedia, and so on)to the product catalog as it is being built from the ERP system.

Design a scheduled update process

Pricing and promotionsPricing and promotions

Use the pricing models and templates Use the pricing models and templates from the ERP system and mirror from the ERP system and mirror changes to the Commerce Server changes to the Commerce Server application.application.

QuantityQuantity Customer and customer volume historyCustomer and customer volume history Current availabilityCurrent availability Product market status (discontinued, Product market status (discontinued,

recalled, and so on)recalled, and so on) Sales goalsSales goals Advertisements and promotionsAdvertisements and promotions

Shipping, taxation, and credit card Shipping, taxation, and credit card authorizationauthorization Shipping, taxation, and credit card Shipping, taxation, and credit card

authorization functions are each authorization functions are each important to a Commerce Server important to a Commerce Server application, but are also application, but are also often often provided provided by the ERP system.by the ERP system.

several third-party software developers several third-party software developers provide componentsprovide components (http://www.microsoft.com/commerce)(http://www.microsoft.com/commerce)

ReplicationReplication

writing custom applications to bypass writing custom applications to bypass the ERP vendor’s recommended API the ERP vendor’s recommended API

or Setting up replication between the or Setting up replication between the ERP system’s database and the ERP system’s database and the Commerce Server application Commerce Server application database), database),

You should not try to directly access You should not try to directly access database tables on the ERP system.database tables on the ERP system.

Integrate with SAP using CS2000Integrate with SAP using CS2000

SAP system with integrated Commerce Server application

Using the SAP DCOM connectorUsing the SAP DCOM connector Integrating a product catalogIntegrating a product catalog Integrating item pricingIntegrating item pricing Integrating inventory dataIntegrating inventory data Integrating ordersIntegrating orders

SAP system with integrated Commerce Server Application

Using the SAP DCOM connectorUsing the SAP DCOM connector

the SAP DCOM connector is the bridge the SAP DCOM connector is the bridge between the Microsoft Windows 2000 between the Microsoft Windows 2000 platform and the SAP business object platform and the SAP business object frameworkframework

Integrating a product catalogIntegrating a product catalog integrate a product catalog between integrate a product catalog between

Commerce Server and SAP:Commerce Server and SAP: Batch download product catalog dataBatch download product catalog data Batch download incremental catalog Batch download incremental catalog

changeschanges Mirrored updatesMirrored updates Real-time connectionsReal-time connections

Integrating item pricingIntegrating item pricing

Batch download item pricesBatch download item prices Triggered price change downloadTriggered price change download Real-time pricing integrationReal-time pricing integration

Integrating inventory dataIntegrating inventory data

Batch download inventory dataBatch download inventory data Batch download incremental Batch download incremental

inventory changesinventory changes Mirrored updates Real-time Mirrored updates Real-time

connectionsconnections

Integrating ordersIntegrating orders

ReviewReview

Architecture for integrating an ERP system with a Commerce Server application.

Integration Technologies.Integration Technologies. General Considerations General Considerations Integrate with SAP using CS2000Integrate with SAP using CS2000 http://www.mysap.com/solutions/

technology/bapis/com/dcom_mag/dcom_mag.htm

ASPASP(Application Service (Application Service Provider) Using CS2000Provider) Using CS2000

OutlineOutline

Overview ASPOverview ASP Microsoft ASP StrategyMicrosoft ASP Strategy eCommerce ASPeCommerce ASP Case studyCase study

Overview of ASP(1)Overview of ASP(1)

ASPs are defined as companies that:ASPs are defined as companies that: (1) develop and deliver a service shared by (1) develop and deliver a service shared by

multiple customers; multiple customers; (2) provide these services for a (2) provide these services for a

subscription or usage-based fee;subscription or usage-based fee; (3) supply these services from a central (3) supply these services from a central

location, over the Internet or a private location, over the Internet or a private network, network,

Overview of ASP(1)Overview of ASP(1)

These benefits are: These benefits are: 1) predictable costs and low initial 1) predictable costs and low initial

investments; investments; 2) enabling corporate resources to focus 2) enabling corporate resources to focus

on mission-critical goals;on mission-critical goals; 3) shortening the time-to-market and time-3) shortening the time-to-market and time-

to-benefit for new IT solutions.to-benefit for new IT solutions.

Microsoft ASP StrategyMicrosoft ASP Strategy

The Evolution Of ASPsThe Evolution Of ASPs

Exchange,Exchange,Client/serverClient/serverapplicationsapplications

Phase 2Phase 2Messaging,Messaging,

Line-of-BusinessLine-of-Business

Phase 3Phase 3Web ServicesWeb Services

Terminal Server,Terminal Server,Office,Office,

Intellimirror/SMSIntellimirror/SMS

Phase 1Phase 1DesktopDesktop

Overcome skill Overcome skill shortageshortageFaster deploymentFaster deploymentLower initial Lower initial investmentinvestmentOutsourceOutsource

PC applicationPC applicationmanagementmanagement

VVAA

LL

UU

EE

..NET Building Blocks,NET Building Blocks,Software as a ServiceSoftware as a Service

Re-architect Re-architect chasmchasm

PrimaryPrimaryApplicationApplication

Web ServicesWeb Services

Web Web ServiceService

XMLXML

““Building Block Building Block Services”Services”HTML

HTML

ClientClient

Web Web ServiceService

XMLXML

Web Web ServiceService

XMLXML

XM

LX

ML

XMLXMLClientClient

CRMCRMServiceService

ASP ExampleASP Example

HTMLHTML

ShippingShippingServiceService

XMLXML

Inventory Inventory ServiceService

XMLXML

XM

LX

ML

XMLXML

Authentication Authentication across servicesacross servicesSalesSales

RepRepInstantInstant

MessageMessage

InstallerInstaller

CalendarCalendarServiceService

XMLXMLX

ML

XM

L

Enabling Web ServicesEnabling Web Services

Web Web ServiceService

Web Web ServiceService

XMLXML

““Building Block Building Block Services”Services”HTML

HTML

ClientClient

XML

XML

ClientClientXMLXML

Web Web ServiceService

XMLXML

Web Web ServiceService

XMLXML

XM

LX

ML

Visual Studio.NET,Visual Studio.NET,.NET Framework.NET Framework

..NET Enterprise NET Enterprise ServersServers

..NET Building Block NET Building Block ServicesServices

..NET Device NET Device SoftwareSoftware

..NET Enterprise ServersNET Enterprise Servers

   

eCommerce ASP eCommerce ASP

eCommerce ASP:eCommerce ASP: Host Host 、、 manage manage 、、 eCommerce eCommerce

Applications and Database for CustomersApplications and Database for Customers Web service provided by Commerce Server Web service provided by Commerce Server

2000 :2000 : Profile serviceProfile service Catalog serviceCatalog service Targeting serviceTargeting service Analysis serviceAnalysis service Pipeline ServicePipeline Service

Case study(1)Case study(1) USinternetworking

and Coventry Health Care: Microsoft Platform Leads to Better Customer Experience

Coventry Health Care, a managed health care company, turned to the World Wide Web and application service provider USinternetworking to help reduce costs without compromising customer service. USi consolidated Coventry's disparate Web sites and built a new set of customer care solutions around the rich functionality enabled by Microsoft Windows 2000 Advanced Server, SQL Server 2000, and Microsoft Commerce Server 2000. 7/18/2001, Microsoft ISN

Features of eCommerce ASPFeatures of eCommerce ASP Easy on your BudgetEasy on your Budget: take advantage of : take advantage of

shared technology infrastructure to cut shared technology infrastructure to cut transaction costs by as much as 90%.transaction costs by as much as 90%.

Easy to CollaborateEasy to Collaborate :creates stronger :creates stronger relationships between parties.relationships between parties.

Easy MarketingEasy Marketing for new buyers and for new buyers and sellerssellers

Easy to MaintainEasy to Maintain Easy to Set-upEasy to Set-up Easy for Small OrganizationsEasy for Small Organizations

What ec ASP looks Like?What ec ASP looks Like?

Your customized solutionsYour customized solutions

Site PackagerSite Packager

Commerce Server Service Commerce Server Service

How to implementHow to implement

XML technologyXML technology COM+ technologyCOM+ technology Using Commerce Server SDK to call key Using Commerce Server SDK to call key

servicesservices Customize Business Desk Customize Business Desk Customize customer’s solution siteCustomize customer’s solution site

Designing B2B Trading Partner Integration Designing B2B Trading Partner Integration SolutionsSolutions

•Identify internal integration requirements. •Collect and organize content into a single electronic format. •Design product catalogs. •Publish and manage product catalogs. •Enable supplier manager catalogs. •Receive purchase orders from trading partners. •Process orders from trading partners. •Interface with Web services. •Use Universal Description, Discovery, and Integration (UDDI) to establish a business relationship. •Plan a B2B trading partner integration solution.

Review Review

Commerce Server 2000Commerce Server 2000 是一个是一个智能商务框架智能商务框架 全面支持电子商务应用全面支持电子商务应用 提供核心商务组件，为企业快速提供了强大商提供核心商务组件，为企业快速提供了强大商

业智能，业智能， Commerce Server Commerce Server 与企业资源规划与企业资源规划

（（ ERPERP ）、）、客户关系管理（客户关系管理（ CRMCRM ）、）、销售管销售管理、税务报表等系统集成，为企业高层领导提理、税务报表等系统集成，为企业高层领导提供更全面的决策支持供更全面的决策支持 ::

基于可扩展标记语言基于可扩展标记语言 XMLXML 扩展基于扩展基于 OLE DB OLE DB 技术的模式对象技术的模式对象

。。 新的商业模式的支持新的商业模式的支持

Thank You!Thank You!