Magento Clang Integration Extension version 1.2.0

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1 Magento Clang Integration Extension version Magento Clang Integration Extension User and Administration Guide March 10, 2014, E-Village BV

2 Table of Contents 1 Introduction Versions of the extension Notation Operation Attribute mapping Campaign mapping Campaign creation Mapping campaigns Abandoned cart campaigns Synchronization Initial synchronization Customer synchronization Queued events Administration Installation Requirements Installing and updating Disabling the extension Configuration Magento Logging Clang Troubleshooting Queueing System notifications Logging Database tables clang_attributes_assignment clang_campaign_template_relation clang_customer_newsletters clang_newsletters clang_customers clang_queue Support Introduction This document describes the operation and administration of the Magento Clang Integration Extension (MCI). This is a Magento extension that is used to synchronize data with Clang, send Magento transactional s with Clang, and generally facilitate using Magento data from within Clang. This manual consists of two parts: Chapter 2 describes the operation of the extension, and is intended for users tasked with communication and daily Magento administration. Chapters 3 and 4 are geared more towards technical support staff responsible for maintaining Magento installations. The extension supports version 1.12 of Magento Enterprise Edition and up, and Magento 1.7 of Magento Community Edition and up. Older versions of Magento are untested. The extension has not been tested in conjunction with other Magento extensions. Note that a working knowledge of Clang CRM, campaigns, and composition is required to administer the integration. Please refer to the online manual at for more information on using Clang, including all facilities in Clang that support the integration. Magento Clang Integration Extension User and Administration Guide 1.2.0, 2/12

3 1.1 Versions of the extension This document describes working with version and up of the extension. Older versions of the extension may lack features described in this document. 1.2 Notation The following notation will be used in this guide: MCI will be used as the abbreviation for the Magento Clang Integration Extension. Navigation to a specific screen in the Magento Admin Panel is described using '>' to separate menu levels: Sales>Orders refers to the Orders item in the Sales menu. System>Configuration>Clang>General Settings refers to the screen that is reached by selecting Configuration from the System menu, and selecting General Settings from the Clang section in the menu on the left. Various files will be located inside the directory where the Magento software resides. When referring to this directory, the notation <magento-install-dir> will be used. 2 Operation The objective of MCI is twofold: Exchanging customer, product, and order data between Magento and Clang, facilitating the use of these data from within Clang. Sending transactional s to customers through Clang campaigns, rather than directly from Magento. To achieve this, MCI provides three core functionalities, attribute mapping, campaign mapping, and synchronization. 2.1 Attribute mapping Attribute mapping is the definition of the correspondence between customer and address attributes in Magento and customer and customer option fields in Clang. These definitions can be managed from Clang>Attribute Mapping (see Figure 1). The list provided there contains all existing mappings between Magento attributes and Clang fields. Magento attributes can be selected from two types of entities. Figure 1: The list of attribute mappings in the Magento Admin Panel. Customer attributes include the standard Magento account information, and any custom attributes that have been defined. Note that some attributes are required for MCI to function correctly, and cannot be removed or redefined ( , entity id, first name, last name, middle name/initial, and prefix). Also, some fields that are internal to Magento are not available for selection when adding a new mapping. Magento Clang Integration Extension User and Administration Guide 1.2.0, 3/12

4 Address attributes from either the default billing address or the default shipping address include the standard Magento address information and any custom address attributes that have been defined. Please note the following: Magento addresses support multiple lines in the street address attribute. The number of lines is controlled by the setting of the field Number of Lines in a Street Address in the Name and Address Options tab of System>Configuration>Customer Configuration. The attribute mapping supports mapping individual lines from the street address, or the entire content of the street address attribute. Note that when using the entire content, newlines will be replaced with spaces. The country attribute will be sent to Clang in the form of a two letter code to avoid translation issues. When custom attributes are defined that support multiple select input, all selected values will be joined into a single value with a comma as the delimiter. Clang fields can either be customer fields or customer option fields. Note that mappings will not be checked for corresponding types between Magento attributes and Clang fields. It is possible to map Magento attributes onto fields in Clang of an unsuitable type. Please make sure the selected field in Clang supports all possible values of the Magento attribute mapped onto it. When adding a new attribute mapping, certain Clang fields will appear greyed out in the selector. These fields already have a mapping, and cannot be selected in another mapping because this would lead to data loss. Note that when the mappings are altered, this will only affect customer data that is sent to Clang after the change. When it is necessary to update all existing customers, the customers must be synchronized again. Please refer to the section on Customer synchronization for more information. 2.2 Campaign mapping Campaign mapping is the facility for mapping Magento transactional s onto Clang campaigns. It functions by rerouting Magento s that are sent from a specific Magento scope using a specific template to use a Clang campaign which sends the actual . Any transactional s for other templates or scopes will be sent using the conventional Magento facilities. Existing campaign mappings can be displayed by navigating to Clang>Campaign Mapping (see Figure 2). Figure 2: The list of campaign mappings in the Magento Admin Panel Campaign creation In order to send transactional s using a Clang campaign, two things should be in place in Clang: 1. An content should exist that will render the transactional correctly. 2. A campaign should exist that must at least contain a flow with the following objects: a. a Start on Magento object, which will receive the request from Magento and perform all setup actions for the campaign to be executed successfully. If the campaign does not contain a Start on Magento object, it cannot be selected for a mapping in Magento. b. a Lookup Customer object that uses the customerid defined in the campaign environment to look up the customer in the Clang database. Any request from MCI to execute a Clang campaign will be preceded by MCI sending the customer data for the appropriate customer to Clang, so that this customer is present and up-to-date in the Clang database. c. a Send object, which will actually send the to the customer. Magento Clang Integration Extension User and Administration Guide 1.2.0, 4/12

5 The campaign may contain additional campaign objects. As long as the flow described here is present, the transactional will be sent. The simplest way of meeting the requirements described above is to use the Create New Campaign button from Clang>Campaign Mapping. This function will create both the content and the minimally required campaign in Clang. When creating the campaign, two fields must be specified: 1. The template of the Magento transactional that is to be converted to a Clang content. The MCI will convert any logic in the Magento template that is supported by Clang. Please note that the content stored in Clang after creating the campaign must be tested thoroughly before it is used in production. 2. The name of the campaign in Clang. Note that when the specified name corresponds to an existing campaign in Clang, no new campaign or content will be stored in Clang, to prevent overwriting any modifications to the campaign or the content Mapping campaigns Defining a campaign mapping requires specifying three fields: 1. The scope for which the s should be sent using a Clang campaign, either a store view or a website defined in Magento. 2. The name of the template that is used for transactional s that should be sent using a Clang campaign. 3. The Clang campaign that should be executed when sending the transactional . Transactional s in Magento are sent from a store view using an template. The decision which mapping should be used is made as follows: 1. If a mapping is defined for the template and the store view, the Clang campaign defined in this mapping is executed, and no will be sent from Magento. 2. If a mapping is defined for the template and the website to which the store view belongs, the Clang campaign defined in this mapping is executed, and no will be sent from Magento. 3. If no mapping is defined for the template and either the store view or the website to which the store view belongs, the will be sent from Magento Abandoned cart campaigns A special case for campaign mappings is the abandoned cart facility. A mapping can be defined to a Clang campaign that is executed for each shopping cart in Magento that is considered 'abandoned' by MCI. Shopping carts are considered abandoned when they have not been checked out, and remain unmodified for more than an hour. The customer data of the owner and the contents of the abandoned cart will be sent to Clang, and the campaign will be executed only once for each abandoned cart. 2.3 Synchronization A core function for MCI is the exchange of data between Magento and Clang. MCI will send information on these entities to Clang: Customer information: standard attributes and all mapped attributes for customer attributes and customer address attributes are sent to Clang when a customer record is created or updated, and when a customer is sent a transactional through a Clang campaign. Please refer to the section Attribute mapping for detailed information. Order information: orders are sent to Clang when an order is placed or updated. This happens regardless of whether the transactional is sent through a Clang campaign. Shipment and credit memo information: shipments and credit memos are sent to Clang when they are created from the Magento Admin Panel, regardless of wether transactional mails are sent using a Clang campaign. Magento Clang Integration Extension User and Administration Guide 1.2.0, 5/12

6 Newsletter subscriptions: the newsletter subscription status is sent to Clang independent of the customer information. In Clang the subscription status of a customer is defined by the membership of a customer group. When a customer is added to or removed from that group in Clang, the change in subscription status is communicated back to Magento. Invoice information is currently not synchronized. Please note that Magento discriminates between registered users and guests. Guests can place orders and subscribe to newsletters in Magento, but they are not stored as customers. However, guests are stored in Clang, but with a limited set of properties, since no Magento attributes exist. Figure 3: The list of synchronization events in the Magento Admin Panel Initial synchronization In order to create a history for profiling customers in Clang, an initial synchronization can be done from Magento. This is done by navigating to Clang>Synchronize (see Figure 3) and using the Synchronize All button. This will send the following data to Clang: All registered customers. All orders placed in the three months in advance to the moment of first synchronization. This does not include information related to the orders, such as shipments and credit memos, as this information is not used for profiling. All newsletter subscribers. The synchronization is done in blocks of records, which are placed in a queue. Please refer to the section on Queued events for more information on how the queue is used. Note that for Magento installations with more than one website, each website must be synchronized individually Customer synchronization It is possible to resynchronize customers by using the Synchronize Customers button from Clang>Synchronize. This will send all registered customers to Clang, and may be useful when the attribute mappings have changed Queued events Data for synchronization requests may be placed in an event queue which can be inspected by navigating to Clang>Synchronize. There is an event queue for each website configured in Magento. The events in the queue are handled by a background process. There are several reasons why a synchronization event may be queued: Initial synchronization and customer synchronization data are always placed in the queue. MCI can be configured to always queue synchronization events, please see the section on Configuration for more information. A synchronization request may have failed, in which case it is queued so that it will be retried automatically at a later stage. Magento Clang Integration Extension User and Administration Guide 1.2.0, 6/12

7 A synchronization event may depend on the success of another synchronization event, and if that has been queued, all depending events will also be queued. Events in the queue have distinct statuses: pending means that the event has not yet been handled. running means that processing the event is ongoing. completed means that the event data have been succesfully synchronized. error means that the event synchronization has failed. Using the controls for the event queue, two actions may be performed on events in the queue: Events with the status error may be retried. This should only be done when the problem causing the event synchronization to fail has been remedied. Events may be removed from the queue. Note that removing events that have not been completed will result in Clang not reflecting the state stored in Magento, and the possibility that transactional s will not be sent, or not be sent correctly. A background process exists that will periodically remove completed events from the queue. 3 Administration 3.1 Installation MCI is obtained by downloading it from the Clang brand manager for a brand for which Magento support has been enabled. Note that this requires privileges in Clang to manage brand information. directly from MCI is currently not available through Magento Connect Requirements For installation of the extension in Magento the following is required: A functioning Magento installation with: The Magento cron script running periodically. Please consult the Magento documentation if necessary. Additional translations when Magento is supposed to be used with languages and country settings other than US-English. MCI provides Dutch and English interface translations. Remote access over HTTP to the Magento environment, since Clang may need to do SOAP requests to Magento. The Magento Clang Integration Extension with one or more API tokens that you will receive from E-Village. For configuring Clang you need to have: A Magento SOAP/XML-RPC user and API key. This user should be assigned sufficient privileges to retrieve product and order related information. The URL of the WSDL for the Magento API (probably of the form The URL of the Magento webshop. Magento Clang Integration Extension User and Administration Guide 1.2.0, 7/12

8 3.1.2 Installing and updating MCI is provided in the form of a zip file. When unpacking this zip file, amongst others a folder app/ is extracted. The Magento installation location also contains a folder app/. The complete contents of the app/ folder of the extension, including all subdirectories, must be copied to the app/ folder in the Magento installation folder. This will not overwrite any files in Magento itself, except files belonging to the extension that may exist from a previous installation. When the extension is installed or updated, all relevant SQL build scripts in the extension will be executed, making sure the database contains all tables required for the extension to work as intended. After installing or updating, log into the Magento Admin Panel and go to System>Cache Management. Use the Flush Magento Cache button to delete any cached data. Refer to the Configuration section for information on further configuration of MCI Disabling the extension It is possible to (temporarily) disable MCI, for example because of system maintenance, because you have decided to use the regular Magento mail system for sending transactional s, etc. The extension can be disabled as follows: In the directory <magento-installdir>/app/etc/modules, rename the file EVillage_Clang.xml to EVillage_Clang.bak. In the Magento Admin Panel, go to System>Cache Management and click the button Flush Magento cache. To reactivate the extension, it suffices to restore the filename and flush the Magento cache. NB: when MCI is disabled, all will be sent through the normal Magento facilities. 3.2 Configuration Magento Determine the setting of Share Customer Accounts in the Account Sharing Options tab in System>Configuration>Customer Configuration. If this setting is Per Website, websites in Magento should correspond to brands in Clang in order to preserve customer uniqueness in Clang. In this case MCI must be configured separately per Magento website. In case customers are shared globally in Magento, or there is only one website configured in Magento, it is sufficient to configure MCI globally. It is safe to apply a finer separation in Clang, for example by relating Magento stores to Clang brands. Magento Clang Integration Extension User and Administration Guide 1.2.0, 8/12

9 Use System>Configuration>Clang>General Settings (see Figure 4) to access the MCI configuration, and select the correct configuration scope if required. The following settings and information are presented: Version Version: the version of the extension. API version: the version of the Clang API that the extension uses. Token Token: the API authentication token required for data exchange with Clang. You will receive API tokens from E-Village. Event queueing Figure 4: The General Settings for the Magento Clang Extension. Always queue events: place all requests for data exchange with Clang in the queue. Go to System>Permissions>Roles and update any roles assigned to users that need to access the Clang functionality. The role resources include the following options: Attribute mapping: managing the mapping of Magento customer and address attributes to Clang fields. Campaign mapping: managing the mapping of Magento transactional s to Clang campaigns. Synchronize: managing the data exchange from Magento to Clang. These resources correspond to and control access to the options in the Clang menu Logging Go to System>Configuration>Advanced>Developer. In the tab Log Settings enable or disable logging. This setting controls logging of SOAP requests and other information in <magento-install-dir>/var/log. Please note that the log files may become large after some time. For production systems we recommend disabling logging, or rotating the log files periodically. The Magento facilities for log rotation will not affect the log files created by MCI Clang NB: in order to configure the Magento connection, sufficient privileges in Clang are required to manage brand information. Use the Manage Brands interface from the Clang Administration to configure brands in Clang: Magento Clang Integration Extension User and Administration Guide 1.2.0, 9/12

10 Make sure the Enable Magento option is checked in the Preferences tab. On the Magento Settings tab configure the following options: Username: the Magento SOAP/XML-RPC user API key: the API key for the Magento SOAP/XML-RPC user WSDL: the URL of the WSDL of the Magento API Webshop URL: the URL of the webshop After configuring these settings, use the Test Connection button to verify that a connection can be established. 4 Troubleshooting When sending s or the synchronization to Clang cannot be completed, please check the following cases: Verify that the extension is activated under System>Configuration>Advanced. Verify that the API token has been entered correctly under System>Configuration>Clang. Check if there are connectivity errors under System>Notifications. Verify that the Magento cron process is executed periodically. Check for error messages in the log files in <magento-install-dir>/var/log. In case of sending , verify that the setting for Disable Communications in System>Configuration>Advanced>System is set to No. In case SOAP calls fail with an error code 202 (Session expired), please contact Clang Support. 4.1 Queueing When the extension fails to exchange data with Clang, the event is registered in a queue. This queue is periodically processed by a process that is run by the Magento cron script. Records in this queue contain all relevant information to retry the event. It also recognizes dependencies of later events upon a failed event. These dependencies are automatically queued. When an event from the queue is tried and fails, it is marked with a status error. When the problem that causes the event to fail is fixed, events with an error status can be retried from the Clang>Synchronize interface (see Figure 3). NB: the extension can be configured to force all synchronization events to be queued. 4.2 System notifications When the status of the extension changes, for example because the SOAP connection between Magento and Clang no longer functions, you will be notified of this when you log onto the Magento Admin Panel. The same information, including historic notifications, will be available through System>Notifications. This list will also display a message when the SOAP connection to Clang is restored. NB: for Magento Enterprise Edition before version 1.11 and Magento Community Edition before version 1.6 the extension will not register changes in status to the notification system, but instead will use the Magento system log. 4.3 Logging When a problem occurs the logs that Magento maintains will contain useful information. These can be found in <magento-install-dir>/var/log. The following logs are available here, depending in part upon the exact problems that have occurred: Magento Clang Integration Extension User and Administration Guide 1.2.0, 10/12

11 exception.log: general Magento exception log. Note that exception reports may also be present in <magento-install-dir>/var/report. system.log: general Magento system log. clang_queue_errors.log: errors that have occurred in the processing of the synchronisation queue. clang_soap_client.log: all requests and responses for the SOAP calls that the extension has made. clang_soap_client_errors.log: errors that have occurred in the SOAP exchange with Clang. These files are not accesible from the Magento Admin Panel. NB: these files are only maintained when logging has been enabled in System>Configuration>Advanced>Developer. 4.4 Database tables MCI uses several tables in the database of a Magento installation clang_attributes_assignment This table contains the mapping of Magento attribute fields to Clang customer fields and customer option fields. column name column type example magento_attribute_code varchar dob, gender clang_attribute_code varchar customer.birthday, customer_option.e12 website_id Table 1: Key fields for table clang_attributes_assignment clang_campaign_template_relation This table contains the mapping from Magento templates for transactional s to Clang campaigns. column name column type example template_id varchar sales_ _order_template, 1 store_id website_id campaign_id Table 2: Key fields for table clang_campaign_template_relation clang_customer_newsletters This table defines the connection between Magento customers and Clang groups. It is currently not used clang_newsletters This table defines the Clang groups that correspond to newsletter subscriptions. It is currently not used clang_customers This table contains the connection between Magento customers and Clang customers. Magento Clang Integration Extension User and Administration Guide 1.2.0, 11/12

12 column name column type example clang_customer_id magento_customer_id website_id varchar Table 3: Key fields for table clang_customers clang_queue This table contains the synchronisation queue in the form of events. The data in this table is accessible and can be managed in the Magento Admin Panel under Clang>Synchronize. column name column type example event_type varchar sendcustomer, sendorder website_id store_id status varchar pending, error, completed, running Table 4: Key fields for table clang_queue 5 Support When support is required to resolve issues, you may contact E-Village support with your questions, either by telephone or using the address support@myclang.com. Please make sure you have the following information available: The edition and version of your Magento installation, which you can generally find in the footer of the Magento Admin Panel. Please refer to if you have trouble determining the edition and version. The version of the extension, which you can find in the General Settings of the extension (System>Configuration>Clang>General Settings). In case you have more than one Clang brand integrated in your Magento installation, the name of the brand, or alternatively, the token configured in the General Settings of the extension. Any relevant error messages or information from the log files. Magento Clang Integration Extension User and Administration Guide 1.2.0, 12/12

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