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Rebecca Troth Gives A MagentoSS (Solution Specialist)

If you notice something wrong with this set or just fancy saying 'Hello' you can reach me on twitter: @RebeccaLTroth! A Magento Solution Specialist is an expert user of the Magento ecommerce platform. Drawing on a deep background in business and ecommerce, the Magento Solution Specialist can efficiently align business objectives with Magento functionality, optimize use of native features, and avoid unnecessary customization. Exam Content Areas: - eCommerce: Online Merchandising, Security, UX,…
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- Online Merchandising
- Security
- User Experience
- Laws & Regulations
- System development
Content Area 1: eCommerce.

Approximate Percentage Of Exam: 13%
- Marketing Strategies
- Store Setup
- Search Strategies
- Upselling / Cross-Selling
- SEO
Online Merchandising

(Content Area 1: eCommerce)
Multichannel

(Marketing Strategies)
Providing different platforms - e.g. store, web, mobile etc. - to facilitate the sale of products and items. The customer experience can be, and often, is different dependant on the channel.
Omnichannel

(Marketing Strategies)
Providing the same brand experience irrespective of the channel or medium customers choose.
Affiliate Marketing

(Marketing Strategies)
Performance-based marketing in which a monetary rewards are given for the tracked generation of sales, leads and traffic.
Social Marketing

(Marketing Strategies)
The process of gaining sales, website traffic or attention through the medium of social media.
Social merchandising

(Marketing Strategies)
The display of ratings, likes, comments and purchases from a social network or a broader community. Currently the trend is moving towards matching customer interests with product offerings.
Email Marketing

(Marketing Strategies)
Automated marketing transactional emails and promotional newsletters.
- Platform selection
- Hosting
- Deployment
- Maintenance

(Store Setup)
The basic steps of setting up a new online store.
Keyword Search

(Search Strategies)
Make sure that keyword information is populated and relevant per product
Auto-suggest

(Search Strategies)
To search a virtually unbounded list for related keywords and phrases, which may or may not match the precise query string.
Auto-complete

(Search Strategies)
To complete a partial search query within a controlled vocabulary for items matching the character string that the user types.
Attribute weight

(Search Strategies)
Assigned to attributes so that the most relevant fields across the catalog are searched first and have the greatest value. Used with SOLR search.
Guided Navigation

(Search Strategies)
Allows site search users to easily and rapidly narrow their search for products in a structured fashion using attribute filters.
Upselling

(Upselling / Cross-Selling)
To persuade a customer to buy a more expensive model of the same type of product, or add features / warranties that relate to the product in question.
Cross-selling

(Upselling / Cross-Selling)
To get the customer to spend more money by selling an additional product or service to them.
Avoid duplicate content

(SEO)
Ensure that each product will have a unique description and there is only a single path to the same product.
Meta Description & Meta Title

(SEO)
Ensure that meta data this is populated and crawlable.
URLs Optimised For Search Engines

(SEO)
As standard Magento can use the category followed by product name with hyphens between words or just the product name with hyphens between to create the url slug. This should be optimised.
Canonical link element

(SEO)
HTML element that helps prevent duplicate content issues by specifying the preferred version of a web page.
- User Data Security
- Payment Card Industry Standards
- Payment Application Data Security Standards
- Secure Sockets Layer
Security

(Content Area 1: eCommerce)
Global Security

(User Data Security)
User Data Security Standards in different markets (USA, Canada, Australia, Europe). There key privacy and data protection laws and regulations across nearly
100 different jurisdictions.
Payment Card Industry - or PCI - Standards & Processes

(Payment Card Industry Standards)
Information security standard for organisations that handle branded credit cards from the major card schemes including Visa, MasterCard, American Express, Discover, and JCB.
What are the steps an owner of a web site goes through to become PCI compliant?

(Payment Card Industry Standards)
- Determine your merchant level.
- Determine your validation type.
- Complete and report an attestation of compliance and self assessment questionnaire (SAQ) annually.
- Complete and report results of all external vulnerability assessment scans performed by an approved scan vendor (ASV) quarterly.
- Create and update an information security policy annually
Payment Application Data Security Standard - or PA-DSS - Rules & Practices

(Payment Application Data Security Standards)
For a payment application to be deemed compliant, software vendors must ensure that their software includes the fourteen protections set out by the Payment Card Industry Security Standards Council - or PCI SSC
Secure Sockets Layer - or SSL -

(Secure Sockets Layer)
The standard security technology for establishing an encrypted link between a web server and a browser.
When a Secure Sockets Layer - or SSL - is required

(Secure Sockets Layer)
This is required when the data beinf transacted is personal or private
Payment Application Data Security Standard (PA-DSS)

(Payment Application Data Security Standards)
This should be applied on any site that is utilising payment
applications
The process for getting a site certified as PCI-compliant

(Payment Card Industry Standards)
Utilise a scanning tool that will provide a report on the level of compliance. If there are any failures, they will need to be addressed and resolved before a rescan is to take place.
Best practices for protecting commerce user data.

(User Data Security)
Never store sensitive data onsite - e.g. CC or payment info - and for any data that is stored, ensure that information is encrypted where available and correct server security measures are in place to prevent access to this information.
Customer data privacy regulations in USA and Europe.


(User Data Security)
There are strict Data Protection Laws in place designed to protect personal data and restrict how personal information can be used by organisations, businesses or the government.
- Usability Principles
- Usability Best Practices
Usability

(Content Area 1: eCommerce)
5 Usability Principles

(Usability Principles)
- Learnability
- Efficiency
- Memorability
- Errors & Recovery
- Satisfaction
Usability Best Practices when building an online catalog and checkout system

(Usability Best Practices)
- Place yourself in the customers' shoes.
- Make sure that products and information are easy to find.
- Streamline the process to checkout & break it up into a number of easily understood steps.
-Show a confirmation page before they submit the order
- Remove any barriers to conversion.
- Disclose all costs; return terms; security issues; shipping details; etc.
- Don't ask for unnecessary information
- Allow customers to purchase without registration
- Simple navigation.
- Easy to read font.
- Obvious 'Add To Cart' Button.
- Win the customers trust.
- Methodologies, Processes & Practices
- Requirements Gathering
System Development

(Content Area 1: eCommerce)
Agile

(Methodologies, Processes & Practices)
- Sprint based delivery.
- Iterative development where priorities can shift each sprint.
- Provides flexibility to implement small changes to the product
as it can be seen as an output to each sprint.
- Planning is still required!
SCRUM

(Methodologies, Processes & Practices)
The product is built in a series of fixed-length iterations called sprints, giving agile teams teams a framework for shipping software on a regular basis.
Waterfall

(Methodologies, Processes & Practices)
- Traditional methodology.
- Typically will be managed via a Gantt chart.
- Not flexible to change.
- Typically need to design and scope the entire project before
beginning.
A sequential process used in software development processes. Progress is seen as flowing steadily downwards (like a waterfall) through the phases of conception, initiation, analysis, design, construction, testing, production/implementation and maintenance.
SMART Requirements

(Requirements Gathering)
- Specific
- Measurable
- Achievable
- Relevant
- Time-bound
Advantages of SMART Requirements

(Requirements Gathering)
The Principal advantage is that they are easier to understand, do and then be reassured that they have been done.
- Basic Elements
- Magento Data Models
- Magento Data Flows
- Magento editions
Content Area 2: Magento Architecture

Approximate Percentage Of Exam: 27%
- Model - View - Controller (MVC)
- Themes, Templates & Layouts
- Extending Magento's Functionality
Basic Elements

(Content Area 2: Magento Architecture)
Model - View - Controller - or MVC - Architecture

(Model - View - Controller (MVC))
So Magentos architecture is made up of 3 main components: The Model, The View, and The Controller. This enables data to have a separate internal representation from its external presentation.
Advantages of a Model - View - Controller - or MVC - Architecture

(Model - View - Controller (MVC))
This is done to keep the code modular, clean and separate to assist in programming. Along with a range of modules, having a MVC architecture helps to make your website highly scaleable.
Model

(Model - View - Controller (MVC))
The central component that holds the application data; business rules; logic and functions.
View

(Model - View - Controller (MVC))
The view is any outputted representation of information - be it a chart or a diagram.

It is possible to have multiple views of the same information - so it can be displayed at a bar chart for management or a tabular view for accountants.
Controller

(Model - View - Controller (MVC))
The third part, the controller, is what accepts input and converts this input into commands for the model or view.
Methods available in the Magento Admin, under System, to change the design of a site.

(Themes, Templates & Layouts)
System - Configuration - General - Design:
- Package
- Themes
How you can change the layout of catalog pages using Magento Admin functionality.

(Themes, Templates & Layouts)
System - Configuration - CATALOG - Catalog - Frontend
- List Mode (Grid / List)

Catalog - Manage Categories
- Custom Design (Empty / 1 Column / 2 Column left or right bar / 3 column)
Installing modules or implementing a code change.

(Extending Magento's Functionality)
All modifications to the core functionality of Magento should be done by way of Magento modules (aka extensions). These changes should be made in a modular fashion within the local code pool.
Do not edit the core code pool.
Installing Magento Connect Extensions

(Extending Magento's Functionality)
1. Navigate to the Extension Profile.
2. Select the Platform.
3. Click the Install Now button.
4. Select Your Magento Connect Channel.
5. Check the box to agree to the extension license agreement.
6. Once you select the channel and agree to the licensing agreement, click Get Extension
Key.
7. The extension key is revealed. Click Select Key to copy the key.
8. Log into your Magento Store Admin Panel.
9. Navigate to System - Magento Connect - Magento Connect Manager.
10. Paste the extension key in Step 2 field and click Install. Magento Connect Manager verifies
the extension key and gives you options to Cancel Installation or Proceed.
11. Click Proceed. The Console Box displays the results of your install. If there are any issues,
it will be displayed in this box.
12. Click Refresh to see this extension added to your Extensions List.
- Data Structure
- Tax Calculation
- Promotions & Discounts
- CMS Content
- Orders
- Customers
- Reports
Magento Data Models

(Content Area 2: Magento Architecture)
How product data constructed in Magento.

(Data Structure)
Entity - Attribute - Value - or EAV - structure so that there can be an ever-expanding structure of
data.
Entity - Attribute - Value - or EAV - explanation

(Data Structure)
The entity represents data item being described, e.g. a product or a car.

The attribute represents data that describes an entity, e.g. a product will have a price, weight and many more characteristics.

The value is the value of that attribute, e.g. our product might have an attribute price with the value of £9.99.
Elements of a product

(Data Structure)
- Attributes
- Categories
- Inventory
- Pricing
- Images
- Product Associations
- Design
- Website Associations
- Product Reviews
- Product Tags
The point when the product inventory decreases during the ordering process

(Data Structure / Orders)
When an order is actually placed by the end user and created in Magento as pending or processing.
How an administrator control the inventory change

(Data Structure / Orders)
Can be controlled in:
Catalog - Manage Products - Product Information - Inventory - Manage Stock: Yes/No
And:
System - Configuration - CATALOG - Inventory - Stock Options - Decrease Stock When Order is Placed: Yes/No
Magento Taxes

(Tax Calculation)
You can create tax classes for products and customer groups, and tax rules that combine product and customer classes, tax zones, and rates.

Magento provides a variety of options to help you meet the tax requirements for your locale. Magento also supports the calculation of Value-Added Tax, or VAT, for business-to-business transactions in the European Union.
Tax Classes

(Tax Calculation)
Every product and customer is assigned to a tax class. The basic types of tax classes are:
- Product Tax Classes which can be created and assigned according to the tax requirements of the product.
- Shipping Tax Classes is a separate product class set up for shipping. You must identify it in the configuration as the tax class used for shipping.
- Customer Tax Classes which are created and assigned by customer type. For example, in some jurisdictions, wholesale transactions are not taxed, although retail transactions are.
Tax Zones & Rates

(Tax Calculation)
The Tax Zones and Rates tool enables you to specify the tax rate for each geographical area for which you collect and remit taxes. Because you give each tax zone and rate specification a unique identifier, you can have multiple tax rates for a given geographic area e.g. for places that do not tax food but tax other products.
Tax Rules

(Tax Calculation)
Tax rules put all the taxation elements together: product tax classes, customer tax classes, and tax zones and rates. Each tax rule consists of a customer tax class, a product tax class, and a tax rate.
Promotion Types

(Promotions & Discounts)
Magento has two methods for setting up store discounts and offers under Promotions. They are Catalog Price Rules and Shopping Cart Price Rules where automatic discounts can be given, shipping incentives or discount codes can be used in the cart.
Catalog Price Rules

(Promotions & Discounts)
These can be used to selectively put products on sale under certain conditions. They do not use coupon codes, because they are triggered and shown before a product is placed into the shopping cart.
Shopping Cart Price Rules

(Promotions & Discounts)
Used to create discounts for orders at the checkout level, based on a set of conditions. The discount can be applied automatically when the conditions are met, or be applied when the customer enters a valid coupon code. When applied, the discount appears on the cart page under the subtotal.
Magento Content Management System

(CMS)
Magento includes a powerful content management system, or CMS, that you can use to create rich content for your store. The CMS tools included are Pages, Static Blocks, Widgets, Polls and, in EE, Banners
Pages

(CMS)
Create pages with text, images, blocks, variables, and widgets, that can be incorporated into the navigation of your store, and linked to other pages.
Static Blocks

(CMS)
The CMS makes it easy to create blocks of content without writing any code. Blocks can contain text, images, and even video, and can be assigned to any part of the page layout.
Widgets

(CMS)
Use the Widget tool to display dynamic data and add blocks, links, and interactive elements most anywhere in your store.
Polls

(CMS)
Create polls to learn about your customers' opinions and preferences. They're fun to take and see the results!
Banners - Enterprise Edition Only

(CMS)
Create banners for a promotion that are visible to certain customer groups, or whenever price rule conditions and coupons apply.
The required attributes for creating a CMS page using Magento Admin functionality

(CMS)
- Page Title
- URL Key
- Store View
- Status
- Layout
- Content
Order Process Overview

(Orders)
1 - Order submitted. During checkout, the customer reviews the order, agrees to the Terms and Conditions and clicks the Place Order button. Customers receive a confirmation of their orders, with a link to their customer account.

2 - Order "Pending." Before payment is processed the status of a sales order is "Pending." At this point, the order can still be cancelled.

3 - Payment received. Depending on the payment method, you, may be notified when the transaction is authorised and in some cases, processed. The status of the invoice is now "Processing."

4 - Order invoiced. Sometimes an order is invoiced before payment is received. In this example, the invoice is generated and submitted after the credit card payment has been authorised and processed. After the invoice is generated and submitted, a copy is sent by email to the customer.

5 - Order "Processing." When the customer logs into his account to check on the order, the status is still "Processing."

6 - Order shipped. The shipment is submitted, and packing slips printed. You ship the package, and the customer is notified by email. Congratulations! You're in business.
Order Status

(Orders)
All orders have an order status that is associated with a stage in the order processing workflow. You can see the status of an order under Sales - Orders. Magento has predefined order status' but there are a few that are specific payment providers. In addition to the preset order status values, you can create custom order status values of your own.
Return Merchandise Authorisation in Enterprise Edition

(Orders)
A return merchandise authorisation, or RMA, can be granted to the purchaser of a product who has requested to return it for a refund or replacement. Customers submit RMA requests, if approved, a unique RMA number is assigned to identify the returned product. In the configuration, you can either enable RMA for all products, or allow RMA for only certain products.
Return Merchandise Authorisation Types

(Orders)
There are four default attributes related to RMAs: Resolution, Item Condition, Reason to Return and Other.
Resolution types:
- Exchange
- Refund
- Store Credit
Reasons to Return:
- Wrong Color
- Wrong Size
- Out of Service
Store Credit (EE), Credit Memos (CE) & Refunds

(Orders)
Store credit is an amount to be restored to a customer account. and can be used by customers to pay for purchases, and by administrators as cash refunds.
A credit memo is a document that lists the amount that is owed to the customer. The amount can be applied toward a purchase, or refunded to the customer.
Refunds are usually handled in the Merchants payment gateway.
Payments

(Orders)
Magento gives you the ability to offer your customers a wide range of payment methods, services, and gateways that are both built in or available as extensions on Magento Connect.
Basic, Built In, Magento Payment Methods

(Orders)
- Bank Transfer Payment
- Cash On Delivery
- Check / Money Order
- Purchase Order
- Zero Subtotal Checkout
- Saved Credit Cards
Customer Registration

(Customers)
You have the option to require that customers register before making a purchase, or to allow them to make purchases as guests.
Customer Groups

(Customers)
The customer group determines which discounts are given to a customer, as defined by price rules, and the tax class that is associated with the group. You can create your own customer groups but the default customer groups are General, Not Logged In, and Wholesale.
Customer Attributes In Enterprise Edition

(Customers)
Magento has many built-in customer data fields to support the order, fulfillment and customer management processes. However, every business is different and sometimes additional fields are needed. You can create and manage additional customer and address attributes as needed.
Reports

(Reports)
Magento Community Edition provides a wide selection of reports on everything from the contents of your customers' shopping carts to the tags they use. Report data can be viewed online or downloaded as a CSV or XML data file.
Report Types

(Reports)
The main types of reports are Sales, Shopping Cart, Invitations (EE), Products, Customers, Tags, Reviews, and Search Terms.
- Product Data Flow
- Cart & Checkout Flow
- Order Management
- Customer Management
- Multi Store/Site
- Multiple Currencies
- API & 3rd Party Integrations
Magento Data Flows

(Content Area 2: Magento Architecture)
Managing Product Attributes

(Product Data Flow)
Attributes are the building blocks of your product catalog, and describe specific characteristics of a product e.g. title, colour & fabric. The attributes that make up a product are combined into an attribute set, which is used as template to create new products.
The process for creating a product, & the catalog data used in this process

(Product Data Flow)
Catalog - Manage Products - Add Product - Select the Product Type and Attribute Set - Based on the above set the appropriate attributes - Upload images - Enable the product and assign to the appropriate categories.
Magento Product types

(Product Data Flow)
- Simple
- Configurable
- Grouped
- Bundled
- Downloadable
- Virtual
And Gift Card in Enterprise Edition
Data Import

(Data Flow)
Under System - Import/Export there is importing is available for all product types, except bundle, gift card, and downloadable products. You can also import customer data, product data, and product images. There is a validation process, during which all items are verified.
How the price defined for a product

(Product Data Flow)
Price is defined within the Prices tab of a product. Under Catalog - Manage Products - Product Information - Price you can set the standard Price, a Special Price, a Group
The methods available for changing product price using Magento Admin functionality

(Product Data Flow)
- Custom Options
- Catalog Price Rules
- Shopping Cart Price Rules
- For configurable products the Price is a base and you use the Super Products Attributes Configuration section to make price adjustments to a specific associated product.
Customer Management Using Storefront

(Customer Management)
Customers can access their account dashboard by clicking the "My Account" link in the header of the store. They can use their account dashboard to view and modify their information, including past and current addresses, billing and shipping preferences, newsletter subscriptions, wishlists, and more.
Customer Management Using Admin

(Customer Management)
To access the Magento customers administration panel, please login your Magento Admin Dashboard and navigate to the Customers tab from the top menu. Here you can Manage Customers, Customer Groups and view Online Customers.
Websites, Stores & Store Views

(Multi Store/Site)
When Magento is installed, a main website, default store, and store view are created. You can create as many additional websites, stores, and store views as you need. Within each website, you can have multiple stores, and within each store, separate views.
Websites

(Multi Store/Site)
You can set up as many as you need, and each can have a different domain.
Stores

(Multi Store/Site)
A single website can have multiple all managed from the same Admin. Each can have a different main menu, product selection, and appearance.
Store Views

(Multi Store/Site)
Usually used to present the store in different languages, although they can be used for other purposes, as well. Customers use the language chooser in the header to change the store view.
Store Hierarchy

(Multi Store/Site)
The term hierarchy refers to the organisation of websites, stores, and views in a Magento installation. Each store can have a separate root category, which makes it possible to have an entirely different set of navigation for each store.
Configuration Scope

(Multi Store/Site)
The Current Configuration Scope box in the upper-left corner of the Admin workspace determines the scope of the current settings. By default, the configuration scope is set to "Default Config." The configuration scope applies to products categories, attributes, customer management setting, and so on.
Currencies

(Multiple Currencies)
Magento gives you the ability to accept currencies from more than two hundred countries around the world. When a store supports multiple currencies, a Currency Chooser appears in the header of every page after the rates are updated.
Updating Currency Rates

(Multiple Currencies)
Currency rates can be set manually, or be imported into the store. To ensure that your store has the most current rates, you can configure the currency rates to be updated automatically on schedule.
Web Services

(API & 3rd Party Integrations)
Web services share information across networks using standards-based technologies. Web services retrieve information from your store using an application programming interface, the Magento Core API.
Magento Core API

(API & 3rd Party Integrations)
The Magento Core API supports both SOAP and XML RPC protocols. The API is permission-based, and allows access to the Customer, Catalog, and Order modules of your store.
- EE Merchandising Features
- SOLR Search
- Magento Secure Payment Bridge
- EE Payment Methods
- EE Customer Attribute and Segments
- Full Page Cache & Indexing
- Differences between EE & CE
Magento editions

(Content Area 2: Magento Architecture)
The marketing and merchandising features available only in EE

(EE Merchandising Features)
(Differences between EE & CE)
- Customer Segmentation using the Rich Merchandising Suite (RMS)
- Dynamic Rule Based Product Relations
- Persistent Shopping
- Automated Email Marketing Reminder
- Private Sales
- Gift Registry
- Gifting Options
- Rewards Points
- Store Credits
- Multiple Wish Lists
- Enhanced Content Management System & Content Staging
- Search with SOLR
- Visual Merchandiser Category Management
SOLR Search

(SOLR Search)
Solr is an advanced search engine. It must be installed separately to Magento and brings improved search performance, search results relevancy, layered navigation performance, and support for any spelling/synonyms/stop words that might occur.
Magento Secure Payment Bridge

(Magento Secure Payment Bridge)
Magento Secure Payment Bridge is a PA-DSS (Payment Application Data Security Standard) certified payment application that helps merchants meet PCI compliance. Magento Secure Payment Bridge is included with a subscription to Magento Enterprise Edition and is installed separately.
Payment methods and payment functionality available only in EE

(EE Payment Methods)
- Magento Secure Payment Bridge
- Store credit
- Rewards points
- Gift cards
Customer Attributes in EE

(EE Customer Attribute and Segments)
Magento has many built-in customer attributes. However, every business is different and sometimes additional fields are needed. In EE you can create and manage additional customer and address attributes as needed. You can add custom attributes to the Account Information, Address Book, and Billing Information sections of the customer's account.
Customer Segments in EE

(EE Customer Attribute and Segments)
Allows you to dynamically display content and promotions to specific customers, based on properties such as customer address, order history, shopping cart contents etc. You can also generate reports and export the list of targeted customers. Because customer segment information is dynamic and is constantly refreshed, customers can become associated and disassociated from a segment as they shop.
The main differences in Magento indexing between Community Edition 1.8 and Enterprise Edition 1.13?

(Full Page Cache & Indexing)
EE can do partial Indexes and removes ability to manually re-index from the admin.
Full Page Cache on EE

(Full Page Cache & Indexing)
Magento EE uses full-page caching on the server to quickly display category, product, and CMS pages. Without caching, each page might need to run blocks of code and retrieve information from the database. However, with full-page caching enabled, a fully-generated page can be read directly from the cache.
Indexing

(Full Page Cache & Indexing)
Indexing is how Magento transforms data such as products, categories, and so on, to improve the performance of your store. Magento has a very sophisticated architecture that stores merchant data in many database tables. To optimise storefront performance, Magento accumulates data into special tables using indexers. As data changes it must be updated—or reindexed.
Partial Indexing

(Full Page Cache & Indexing)
Magento EE has partial indexing Magento Community Edition does not provide partial indexing, so each time of indexing all data is reindexed, not just data which has changed, meaning it takes longer, often a lot longer depending on your server and number of products, categories, product data etc.
Customer Support

(Differences between EE & CE)
Whereas the community edition does not come with professional support, only a message board, the enterprise version offers professional support for businesses and their tech support team to ensure everything runs smoothly.
EE Benefits

(Differences between EE & CE)
- Customer Segmentation
- Targeted Promotions
- Rich Merchandising Suite (RMS)
- Dynamic Rule Based Product Relations
- Persistent Shopping
- Automated Email Marketing Reminder
- Private Sales
- Gift Registry
- Gifting Options
- Rewards Points
- Store Credits
- Multiple Wish Lists
- Search with SOLR
- Full Page Cache
- Magento Secure Payment Bridge/PA-DSS Certification
- Visual Merchandiser Category Management
- Return Management Authorization
- Customer Support
- Partial Re-indexing
- Add to cart by SKU
- Scheduled Import/Export Functionality
- Backup and Rollback
- Staging, Merging and Rollback of Content
- Customer Attribute Management
- Advanced Administrator Permission Roles For Price, Promotions, Website and Store Levels
- Logging of Administrator Actions
- Order Archiving
- Order Tracking Widget
- Support for Alternate Media Storage - CDN and Database
- Strong Data Encryption, Hashing and Key Management
- Catalog
- Shopping Cart
- Payment
- Shipping (My Account, Wishlist)
- Checkout (Features, Flow, Taxes)
- Order Processing (Order Management, Fulfilment, Order Statuses)
- Cookies
- Security
- Extensions
- Customisation
- Customers (Segments/Groups)
- Promotions and Price Rules
- Import/Export (Customers, Orders, Products)
Content Area 3: Elements of a Magento eCommerce site.

Approximate Percentage Of Exam: 35%
- EE Product Types
- Attributes & Attribute Sets
- Layered Navigation
- Product Inventory
- Associated Products
- Search Redirects
- Product Reviews
- Update Footer Content
- Content Based on Customer Type/Group
Catalog

(Content Area 3: Elements of a Magento eCommerce site. )
Product Types in Enterprise Edition

(EE Product Types )
- Simple Products
- Configurable Products
- Grouped Products
- Bundled Products
- Downloadable Products
- Virtual Products
- Gift Card Products
Minimum attributes to create a simple product

(Attributes & Attribute Sets)
- Name
- Description
- Short Description
- SKU
- Weight
- Status
- Visibility
- Tax Class
- Price
- Qty (If Manage Stock = Yes)
Attribute Sets

(Attributes & Attribute Sets)
Attributes that make up a product are combined into an attribute set, which is used as template to create new products. The attribute set determines which fields are included in a product, and how they are grouped in the Product Information panel. Magento has a default attribute set with a standard selection of product attributes such as Name, Price, Description, and so on. You can have any mix of the product types in the same Set. If you want to keep it simple, you can use the default attribute set for your entire catalog.
Attributes

(Attributes & Attribute Sets)
Each attribute contains a value that describes a characteristic of a product, such as "color" or "fabric." The "color" attribute with the "dropdown" input type might contain many values, although only a few apply to any given product. Because a single attribute can be used with multiple products, your store needs to have only one attribute for color.
Layered Navigation

(Layered Navigation)
Layered navigations makes it easy to find products based on category, price range, or any other available attributes. Usually in the left column of search results and category pages and sometimes on the home page. The standard layered navigation includes a "Shop By" list of categories and price range.
Th process of creating layered navigation (including category
creation and attributes, product attribute types, and product-category associations)

(Layered Navigation)
Step 1 (The Configuration) - Navigate to System - Configuration - CATALOG - Catalog - Layered Navigation. Then, do the following:
Configure Layered Navigation
Layered Navigation To display the results after each attribute, set Display Product Count to "Yes." and Set Price Navigation Step Calculation to one of the following: Automatic / Manual
(For a manual calculation, enter a number in the Default Price Navigation Step field to determine how the price ranges are grouped.) Click the Save Config button.

Step 2 (The Attribute) - On the Admin menu, select Catalog - Attributes - Manage Attributes. Create New or click to open the attribute in edit mode. Note only those with the catalog input type of Dropdown, Multiple Select or Price can be used as filterable attributes. Scroll down to the Frontend Properties section, and set Use In Layered Navigation to Filterable (with results) OR Filterable (no results). Click Save.

Step 3 (The Category) - On the Admin menu, select Catalog - Manage Categories. In the Categories panel on the left, click to open the category or create a new subcategory. On the Display Settings tab, set Is Anchor to "Yes." Click the Save Category button.

Step 4 (The Product) - Under Catalog - Manage Products - Product Information. Assign products to the category and populate the filterable attribute.
The different ways in which an Admin user can update product inventory

(Product Inventory)
- Directly in the product record
- On mass using "Update Attributes"
- CSV Import
- Creating an order in the admin
- Creating a credit memo and returning to stock
- Cancelling an order
Related / UpSell / Cross Sell Products

(Associated Products)
Within Catalog - Manage Products - Product Information:
Related - On the product page
UpSell - On the product page
Cross Sell - In the cart

These can either be specific set against the product record or, in EE, rule-based.
Creating page redirects for specific search requests

(Search Redirects)
To redirect the search results to another page in your store, or to another website, select Catalog - Search Terms. Click the search term or Add New then type the full URL of the target page in the Redirect URL field. Click Save Search.
Can customers submit a JPG image with a product review?

(Product Reviews)
Not directly without a custom module, however they can insert a link/url that shows an image.
Product Reviews

(Product Reviews)
Customers can write reviews for any product in your catalog. The number of stars indicates the satisfaction rating. As an incentive, customers can receive reward points for submitting a review. When a review is submitted, it is sent to the Admin for moderation. When approved, the review is published in your store.
Display a telephone number in a page footer using Admin functionality.

(Update Footer Content)
CMS - Static Block - Footer Links to specify the phone number for the store.

Specify the phone number for the store then enable display in footer using the appropriate variable.
Which Magento feature can be used to display different content depending on customer type/group?

(Content Based on Customer Type/Group)
Customer segments in EE allows you to dynamically display content and promotions to specific customers, based on properties such as customer address, order history, shopping cart contents etc.
- Shopping Cart Rules
- Guest Customers
- Multiple Shipping Addresses
- Customer Registration
- Multi-Site
- Promotions
- Persistent Shopping Cart
- Abandoned Baskets
Shopping Cart

(Content Area 3: Elements of a Magento eCommerce site. )
Creating a product discount to be automatically applied in the shopping cart

(Shopping Cart Rules)
Set up an automatic discount by using a shopping cart price rule with no coupon that's applies when the set conditions are met.
Price discount options available in the shopping cart for EE

(Shopping Cart Rules)
Either a Shopping Cart Rule or a Catalog Price Rule with one of the following actions:
- Percent of product price discount
- Fixed amount discount
- Fixed amount discount for whole cart
- Buy X get Y free (discount amount is Y)
Guest Customers

(Guest Customers)
Your store can be configured to allow unregistered guests to go through the checkout process.
To allow guest checkout

(Guest Customers)
On the Admin menu, select System - Configuration. In the panel on the left under Sales, select Checkout. Click to expand the Checkout Options section. Set Allow Guest Checkout to "Yes."
Shipments to multiple addresses

(Multiple Shipping Addresses)
Allows customers to order products to different shipping addresses. To support shipments to multiple addresses enable it in System - Configuration - SALES - Shipping Settings - Options - Allow Shipping to Multiple Addresses.
Limit the number of address you accept per shipment

(Multiple Shipping Addresses)
To limit the number of address you accept per shipment, enter the number in the Maximum Qty Allowed for Shipping to Multiple Addresses field.
How a customer can register an account when placing an order

(Customer Registration)
When creating an order the option to 'Create an account is the first step in the checkout process.
Are shopping carts shared between websites?

(Multi-Site)
Magento does not allow sharing carts between websites. The sessions objects for individual websites are completely detached, products in one website may not belong to the other website, the category structure and visibility of data will be different.
The different shopping cart promotion types, and how shoppers can apply them as discounts

(Promotions)
- Percent of product price discount
- Fixed amount discount
- Fixed amount discount for whole cart
- Buy X get Y free (discount amount is Y)

And either automatically and rule-based or by the customer entering a coupon.
What A Persistent Shopping Cart Is

(Persistent Shopping Cart)
A persistent shopping cart keeps track of unpurchased items which are left in the cart and saves the information for the customer's next visit. To use the persistent shopping cart, the customer's browser must be set to allow cookies.
Persistent Cart Configuration

(Persistent Shopping Cart)
During the setup of a persistent shopping cart, you can specify the lifetime of the cookies, and which options you want to make available for various customer activities. The default value 31,536,000 seconds is equal to one year, and is the maximum time allowed.
EE functionality allowing merchants to contact shoppers about their abandoned shopping carts.

(Abandoned Baskets)
Under Promotions - Automated Email Reminder Rules you can create
automated emails for abandoned shopping carts.
- EE Payment Types
- Magento Secure Payment Bridge
- Authorize.net
- Recurring Profiles
- PayPal Express
- Authorize Only and Authorize & Capture
Payment

(Content Area 3: Elements of a Magento eCommerce site. )
Payment types available in EE

(EE Payment Types)
- Simple Payment Method for Admin
- PayPal Payment Solutions
- Payment Bridge
- Ogone Direct Link
- PSi Gate
- Sage Pay Direct
- Saved CC
- Zero Subtotal Checkout
- Bank Transfer Payment
- Cash On Delivery Payment
- Check / Money Order
- Purchase Order
- Authorize.net Direct Post
- Authorize.net
- Braintree
- Worldpay
- First Data Global Gateway Web Service API
- Paybox Direct
- eWAY Direct
- Cybersource (SOAP Toolkit)
- Ogone
- Payone Direct Debit
- Payone.de
- DIBS Payment Services
Magento Secure Payment Bridge

(Magento Secure Payment Bridge)
Magento Secure Payment Bridge is a PA-DSS (Payment Application Data Security Standard) certified payment application that helps merchants meet PCI compliance. Implementing Secure Payment Bridge with Magento Enterprise saves
online merchants money and time when it comes to complying with PCI
DSS Standards
Does Magento save Credit Card Numbers when the
Authorize.Net payment method is used?

(Authorize.net)
No sensitive credit card data is stored in Magento, which guarantees the security of customers' data. That information is sent via a token to Authorize.net and confirmed or denied.
Product types that the Magento Recurring Profile can be enabled for.

(Recurring Profiles)
The Recurring Profile tab appears by default for simple and virtual products. However you can configure it to become available for other product types by changing the Apply To property of the recurring_profile attribute.
Where PayPal Express can be used on a Magento site

(PayPal Express)
- Cart
- Checkout
- Product Detail Pages
The difference between Authorize Only and Authorize & Capture

(Authorize Only and Authorize & Capture)
Authorize Only - will authorize the card but won't capture the amount until the order is invoiced.

Authorize and Capture - will authorize the card and capture the funds immediately when the order is placed (This is illegal in most places unless a custom manufacture
product).
- Delivery Date Selection
- Native Shipping Methods
- Shipping Attributes
- DHL & Table Rates
- Account Management
- Wishlists
Shipping, My Account & Wishlists

(Content Area 3: Elements of a Magento eCommerce site. )
Can a storefront customer select a delivery date when placing an order with the table rates shipping option?

(Delivery Date Selection)
No
Shipping Methods Available In Magento Natively

(Native Shipping Methods)
- Flat Rate
- Table Rates
- Free Shipping
- UPS
- USPS
- FedEx
- DHL
Shipping Option Attributes Available To Customers

(Shipping Attributes)
- Shipping Method
- Single or Multiple Shipment Address
How the shipping cost is calculated for the DHL, UPS, USPS and FedEx methods

(Shipping Methods)
The rates are automatically downloaded from their gateways, so you do not need to look up the information.
How the shipping cost is calculated for the table rates methods

(Shipping Methods)
Table rate allows you to upload and use a CSV of shipping rates for a combination of conditions. The shipping rate can be based on the following:
- Weight v. Destination
- Price v. Destination
- # of Items v. Destination
How a customer can change their password

(Account Management)
A customer (with an account) can update their password by visiting the login/register page and click on the forgot password link text or within their account dashboard after logging in.
Changing a customers password via the admin

(Account Management)
In Customers -Manage
Customer - Click a Customer - Account Information - Password Management - Enter a New Password or tick to Send Auto-Generated Password.
Sharing wishlists with friends

(Wishlists)
Customers can share their wishlists with their friends via email.
Can a customer print an order invoice from the My Account section?

(Account Management)
Yes they can view and print them from My Account - My Orders
- Shipping
- Coupons
- Order Updates
- Gift Certificates
Checkout - Features, Flow & Taxes

(Content Area 3: Elements of a Magento eCommerce site. )
Product types that do not require a shipping cost

(Shipping)
- Virtual
- Downloadable
- Gift Cards (if digital)
When a customer can apply a coupon code

(Coupons)
In default Magento, coupon codes can only be applied from the shopping cart page.
Updating Product QTYs during the checkout

(Order Updates)
If, during the checkout, you would like to change the quantity you can edit the order, but it will take you back to the shopping cart to do this.
Gift certificates

(Gift Certificates)
Gift cards/certificates are a form of payment and can be Virtual, Physical, or a Combination format. When a gift certificate/card is ordered a unique code is generated that is emailed to a customer, or exported for printing.
How gift certificates are used

(Gift Certificates)
Each gift card has a unique code, which can be redeemed by only one customer in the cart in the same way as a coupon code.
- Confirmation Emails
- Pending Orders
- Order Statuses
- Creating Orders
- Partial Shipments & Payments
Order Processing

(Content Area 3: Elements of a Magento eCommerce site. )
When do customers receive an order confirmation email?

(Confirmation Emails)
An order confirmation transactional email is sent to the customer when they click to submit their order. A good rule of thumb is, anytime a customer sees the order success page, they should get an email.
When editing a pending order, what order data can be changed?

(Pending Orders)
Without cancelling and creating a new order, you can edit the following in a pending order:
- Billing Address
- Shipping Address
Default Magento Order Statuses

(Order Statuses)
- Processing
- Pending Payment
- Payment Review
- Suspected Fraud
- Pending
- On Hold
- Complete
- Closed
- Canceled
- Waiting Authorization
- Processed Ogone Payment
- Pending Ogone
- Declined Ogone
- PayPal Canceled Reversal
- Cancelled Ogone
- Processing Ogone Payment
- PayPal Reversed
- Pending PayPal
Order Status Management

(Order Statuses)
You can see the full list of Order Statuses, edit existing statuses and create new statuses within System - Order Statuses
Different methods of creating an order in Magento

(Creating Orders)
- One Page Checkout
- Standard Checkout
- Admin Order Create
- Web Services API
- Order Import
- Reorder
Partial Shipments

(Partial Shipments & Payments)
You can partially ship orders by specifying the specific items or quantities when creating a shipment.
Partial Payments

(Partial Shipments & Payments)
If an appropriate payment method is used that allows for partial capture, such as Authorize Only, Partial Payments can be processed.
- Cookies In Magento
Cookies

(Content Area 3: Elements of a Magento eCommerce site. )
How Cookies are used in Magento

(Cookies In Magento)
Cookies are used to store data regarding a customers sessions. They are used for:
- Tracking user preferences
- Persistent cart
- Search history
The data that is saved in cookies


(Cookies In Magento)
- Items in cart
- Some data that the user enters
- Store selection (Store View, Store, Website)
How cookies are used

(Cookies In Magento)
Cookies allow the website to recognise you automatically whenever you visit the site, personalise your experience and provide you with better service. If your web browser is set to refuse cookies from the website, you will not be able to complete a purchase or take
advantage of certain features of the website, such as storing items in your Shopping Cart or receiving personalised recommendations.
- 3 Major Security Features in EE
- Data encryption, hashing key management
Security

(Content Area 3: Elements of a Magento eCommerce site. )
What are the 3 Major Security features available in EE

(3 Major Security Features in EE)
- PA-DDS Certification
- The Magento Secure Payment Bridge
- CrossSite Request Forgery or CSRF (Form keys)
The data encryption, hashing key management methods in EE

(Data encryption, hashing key management)
- Strong data encryption based on AES256
- Strong hashing based on SHA256.
Database keys are easily managed and updated.
- Magento Connect
- Installing Extensions
- Disabling Extensions
Extensions

(Content Area 3: Elements of a Magento eCommerce site. )
Where to find Magento Extensions

(Magento Connect)
The Magento Extension Marketplace, AKA Magento Connect, is the best place to look. Some will be available directly on the developers' websites.
The methods of installing an extension

(Installing Extensions)
1 - The Magento Connect Installer via the admin.
2 - Copying the extension files directly to the server.
Disabling an extension

(Disabling Extensions)
Disable the module in System - Configuration - Advanced - Disable Modules Output
- Layout & Template Updates
- Product Attributes
- Customer Attributes
Customisation

(Content Area 3: Elements of a Magento eCommerce site. )
Category page layout options

(Layout & Template Updates)
There are 5 category layout options available to customise: Empty, 1 Column, 2 Column with left bar, 2 column with right bar, 3 column.
You can change the catalog page layout in Catalog - Categories - Manage Categories - Custom Design - Page Layout
Which of the following changes requires a code customization:
Displaying a banner in the page content area, changing a footer link,
changing a product page layout from one column to two columns?

(Layout & Template Updates)
None of them
Does creating a product price attribute require a customization or can this be achieved using native Magento functionality?

(Product Attributes)
No you can create price attributes in addition to the predefined attributes, Price, Special Price, Tier Price and Cost. The currency used is determined by your system configuration.
Could you create a "How did you hear about us?" customer attribute to
collect customer data during purchase and export it to a CSV file using Magento native functionality?

(Customer Attributes)
In EE, yes, you can create a custom text area or drop down customer attribute and then export the data from System - Import/Export - Export
- Discounts
- Segments vs Groups
- Personalisation
Customers

(Content Area 3: Elements of a Magento eCommerce site. )
Using customer groups for assigning discounts

(Discounts)
- You can select the Group(s) that the discount will apply to
- You can create a specific Price for a specific Group
What are the differences between customer segments and customer
groups?

(Segments vs Groups)
Customer segments can be applied to customers on the fly and based on a myriad of attribute rules. Customer groups will require you to input the customers that you want in that group while customer segments will try and 'match' users to that group. Groups can be used for pricing whereas Segments are used mainly for
marketing.
Displaying a personalised banner targeted to customers who match specific conditions in EE

(Personalisation)
You can do this with customer segment in EE. Create the appropriate Customer Segment based on Customer Attributes and then navigate to CMS - Banners - Add New Banner and set it to apply to the appropriate Customer Segments
- Attributes
- Tracking
- Methods
- Banners
Promotions & Pricing

(Content Area 3: Elements of a Magento eCommerce site. )
How product attributes can be used when creating shopping cart discounts

(Attributes)
Any attribute with the setting Use for Promo Rule Conditions: Yes can be used in price rules.
How shopping cart coupon use is tracked with Magento native logic


(Tracking)
Codes are stored with the order and if used is recorded against the counter for the specific Coupon Code (if there is a limit). You can alsolearn how your coupons are being used by running a detailed coupon usage report for each website, store, or view under Reports > Sales > Coupons.
Three common methods of creating product price discounts

(Methods)
1. Special price.
2. Catalog price rules.
3. Shopping cart price rules.
How could you create a product price discount and display a related "on sale" banner on listing pages using Magento EE functionality?

(Banners)
- Create the Product Price Discount Rule
- Create the required Banner
- Assign the Related Promotion to the Banner
- Data Exports
- Data Imports
Import/Export

(Content Area 3: Elements of a Magento eCommerce site. )
The customer and product data that can be imported and exported using Magento native logic

(Data Exports & Data Imports)
- All customer data and customer attributes including Contact information, Addresses, Custom attributes

- All product data including Attributes, Pricing, Inventory

Note that product relations cannot be exported
What is the process of creating a product in Magento using product import functionality?

(Data Imports)
- On the Admin menu, select System > Import/Export > Import.
- Set Import Behavior to the way you want complex data to be managed if imported records already exist in the database.
- At the Select File to Import field, click the Choose File button. Then, select the CSV file that you have prepared for import.
- Click the Check Data button in the upper-right corner of the page. The system validates the file.
- Click the Import button to import the data into the database.

Alternatively, you can use data flow profiles
The product types that can be created in Magento enterprise using product import functionality?

(Data Imports)
Importing is available for all product types, except bundle, gift card, and downloadable products.
Can you add an image to a product using Magento product import functionality?

(Data Imports)
Yes. Multiple product images of each type can be imported into Magento, and associated with the correct product. The path and file name of each product image is entered in the CSV file, but the actual image files must be uploaded to the media/import directory on the server.
Ability to apply knowledge to specific situations and customer questions. Experience is key.

These are the ones that get you! Make sure you read the questions and answers very carefully.
Content Area 4: Application of Knowledge to Business Goals.

Approximate Percentage Of Exam: 25%
A customer wants to display a CMS block on category pages. What would be the most efficient way to implement that?

(Application of Knowledge to Business Goals)
- Create a static block in CMS - Static Blocks
- Navigate to Catalog - Manage Categories - select the category that you want to show the information on - Open Display settings
- Set Display Mode to be Static Block & Products
- Set CMS Block to be your previously created Static Block
- Click Save Category
Given a merchant's need to have a Magento EE deployment certified against PC standards, what payment method(s) would you recommend as the easiest technical solution to satisfy PCI requirements?

(Application of Knowledge to Business Goals)
Recommend to use a 3rd party hosted service such as PayPal or Authorize.net that have the support and infrastructure (and are trusted in the industry) to
handle the processing safely.
A customer wants the ability to preview product information pages in the production environment before making them live. What Magento EE module
would you recommend to satisfy this need?

(Application of Knowledge to Business Goals)
Use the Magento content staging module.
A merchant uses a Magento system, along with other online interfaces, as part of a multichannel business, and the merchant uses a BI application to aggregate
data from all these systems. What native features would all the merchant to integrate Magento with this application?


(Application of Knowledge to Business Goals)
I would suggest using Magento's API for getting and posting data to the application or Data Flow Profiles to schedule import and export of data.