macromedia ® DRUMBEAT 2000 eCOMMERCE EDITION TM Users Guide Trademarks Macromedia, the Macromedia logo, the Made With Macromedia logo, Authorware, Backstage, Director, Extreme 3D, and Fontographer are registered trademarks, and Afterburner, AppletAce, Authorware Interactive Studio, Backstage, Backstage Designer, Backstage Desktop Studio, Backstage Enterprise Studio, Backstage Internet Studio, DECK II, Director Multimedia Studio, Doc Around the Clock, Drumbeat, Extreme 3D, Flash, FreeHand, FreeHand Graphics Studio, Lingo, Macromedia xRes, MAGIC, Power Applets, Priority Access, SoundEdit, ShockRave, Shockmachine, Shockwave, Showcase, Tools to Power Your Ideas and Xtra are trademarks of Macromedia, Inc. Other product names, logos, designs, titles, words or phrases mentioned within this publication may be trademarks, servicemarks, or tradenames of Macromedia, Inc. or other entities and may be registered in certain jurisdictions. Apple Disclaimer APPLE COMPUTER, INC. MAKES NO WARRANTIES, EITHER EXPRESS OR IMPLIED, REGARDING THE ENCLOSED COMPUTER SOFTWARE PACKAGE, ITS MERCHANTABILITY OR ITS FITNESS FOR ANY PARTICULAR PURPOSE. THE EXCLUSION OF IMPLIED WARRANTIES IS NOT PERMITTED BY SOME STATES. THE ABOVE EXCLUSION MAY NOT APPLY TO YOU. THIS WARRANTY PROVIDES YOU WITH SPECIFIC LEGAL RIGHTS. THERE MAY BE OTHER RIGHTS THAT YOU MAY HAVE WHICH VARY FROM STATE TO STATE. Copyright © 1999 Macromedia, Inc. All rights reserved. This manual may not be copied, photocopied, reproduced, translated, or converted to any electronic or machine-readable form in whole or in part without prior written approval of Macromedia, Inc. Part Number ZBD10ES100 Acknowledgments Writing: Natalie Calkins, Gayle Kidder, John Darwell, John Keller First Edition: August 1999 Macromedia, Inc. 600 Townsend St. San Francisco, CA 94103 2 CONTENTS INTRODUCTION Developing an e-Commerce Site. . . . . . . . . . . . . . . . . 7 Paths to e-Commerce Development . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 A Typical e-Commerce Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9 Up and Running Fast with eStore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9 Secure Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9 How to Use This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 System Requirements for eStore Builder . . . . . . . . . . . . . . . . . . . . . . . .10 Installing Drumbeat 2000 eStore Builder . . . . . . . . . . . . . . . . . . . . . . .11 Drumbeat Support Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 CHAPTER 1 Quick Store Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 What You Need to Complete Quick Store. . . . . . . . . . . . . . . . . . . . . . .13 Getting Familiar with Quick Store Starting Point . . . . . . . . . . . . . . . . .14 Step 1: Adding A Shopping Cart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23 Managing the Cart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35 Step 2: Setting Up Login and Checkout . . . . . . . . . . . . . . . . . . . . . . . .47 Logging In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47 Checking Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54 Step 3: Confirming the Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70 CHAPTER 2 Setting Up Product Pages . . . . . . . . . . . . . . . . . . . . . . 79 Setting Site Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80 Setting Publishing Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80 Setting up a Data Source Name to the Products Database . . . . . . . . . . .81 Creating a Query. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82 Creating Product Pages with DataForm Wizard . . . . . . . . . . . . . . . . . .83 3 CHAPTER 3 Adding and Updating the Shopping Cart . . . . . . . . 91 Configuring the Shopping Cart's Content. . . . . . . . . . . . . . . . . . . . . . .92 Customizing the Data-Map. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93 Adding the Shopping Cart SmartElement . . . . . . . . . . . . . . . . . . . . . .100 Adding an Add-to-Cart Button on the Shopping Page . . . . . . . . . . . .102 Displaying Shopping Cart Items on a Page . . . . . . . . . . . . . . . . . . . . .103 Updating the Shopping Cart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107 Testing and Trouble Shooting the Shopping Cart . . . . . . . . . . . . . . . .109 CHAPTER 4 Creating Checkout Pages . . . . . . . . . . . . . . . . . . . . . . 111 Creating Login Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112 Creating New and Update User Pages . . . . . . . . . . . . . . . . . . . . . . . . .115 Creating the Check Out Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118 CHAPTER 5 Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .121 Linking Using HTTPS Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . .122 Security and Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .122 Authentication and Log In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123 ASP Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123 Payment Processing SET . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123 CHAPTER 6 Payment Processing . . . . . . . . . . . . . . . . . . . . . . . . . . 125 Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126 Online Transactions with CyberCash . . . . . . . . . . . . . . . . . . . . . . . . .126 Setting up CyberCash Test Account . . . . . . . . . . . . . . . . . . . . . . . . . .127 Adding the CyberCash SmartElement. . . . . . . . . . . . . . . . . . . . . . . . .128 Passing the OrderID to the CyberCash Object . . . . . . . . . . . . . . . . . .129 Setting Customer Credit Card Properties . . . . . . . . . . . . . . . . . . . . . .130 Submitting to CyberCash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131 Storing the Transaction Results in Session Object . . . . . . . . . . . . . . . .132 Storing the Transaction Results in the Orders Recordset . . . . . . . . . . .133 Setting Up Offline Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134 4 Contents CHAPTER 7 Merchandising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 Setting Up Shopping Cart Adjustments . . . . . . . . . . . . . . . . . . . . . . .136 Setting Up Adjustments for Total Weight, Quantity or Purchase. . . . .137 Ordering Page Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .139 Adjustment Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140 CHAPTER 8 Customizing Quick Store . . . . . . . . . . . . . . . . . . . . . . 143 Customizing Templates and Media Assets . . . . . . . . . . . . . . . . . . . . . .144 Customizing the Quick Store Content . . . . . . . . . . . . . . . . . . . . . . . .148 CHAPTER 9 Shopping Cart Reference . . . . . . . . . . . . . . . . . . . . . 153 Shopping Cart SmartElement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .153 Shopping Cart Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156 Shopping Cart Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .162 Configuring Shopping Cart Content: The Data Map . . . . . . . . . . . . .163 Modifying the Data Map Content Table . . . . . . . . . . . . . . . . . . . . . . .165 Specifying Shopping Cart Column Order . . . . . . . . . . . . . . . . . . . . . .166 Shopping Cart Display SmartElement. . . . . . . . . . . . . . . . . . . . . . . . .166 Shopping Cart Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169 Shopping Cart Miscellaneous Interactions. . . . . . . . . . . . . . . . . . . . . .187 Shopping Cart Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .193 Shopping Cart Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .194 Inventory Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .209 CHAPTER 10 CyberCash SmartElement Reference . . . . . . . . . . 215 CyberCash Features Supported . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .216 Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .218 Shipping Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .221 Version 2.0 Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .222 Version 1.0 Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .228 Known Issues With Using UPS Shipping Contracts . . . . . . . . . . . . . .232 Sales Tax Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .233 INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237 Contents 5 6 Contents INTRODUCTION ........................................................ Developing an e-Commerce Site The development cycle for each e-Commerce project is unique. If your e-Commerce site has been completely thought out and documented in specifications, you will be applying those requirements and figuring out how you will meet them using DrumbeatTM. If you come with ideas and notions of an e-Commerce site, you will, most likely, be investigating how the features of eStore fit in with your vision. No matter what your starting point is, one aspect of developing a site, any site, holds true. This aspect is that the more work and time you spend on the project, the more intricate your site will become. The natural progression is to start simple and then add more complex functionality and usability. Studies found that the most significant business goals in the decision to deploy eCommerce applications are to create or maintain a competitive edge, and to improve customer satisfaction. To create a competitive edge, the site must be functionally sophisticated, and to improve customer satisfaction the site must be very user friendly. Luckily, these two goals go hand and hand. As the complexity increases, the site developer, or team, watches and carefully plans out the user experience. If you are working with a corporate site, you most likely have guidelines that include a corporate identity, conventions, and deployment systems. You are probably working with a project team that includes a mix of people with different talents. Together you complete the project using your knowledge and expertise, ranging from Information Technology, writing, and graphic art skills. On the other hand, you could be the cowboy out there all alone, trying to be cross-functional and develop the site completely on your own. You might have knowledge in some or all of the areas that are required to develop an e-Commerce site, or you may want to out source the skills you lack. No matter where you fit into this spectrum, eStore will help you complete the project rapidly. 7 Paths to e-Commerce Development For clarity's sake, think of the development path as having four main aspects: Identity Delivery Development Maintenance Identity defines the theme, colors, and conventions. Delivery defines the target browser, server platform, security requirements, and, specifically for e-Commerce, the payment method. Maintenance is the upkeep of the site. Of course, never forget your audience. These are the people you want to visit and use the site. The target audience is a parameter which affects every aspect of the path. How you satisfy each aspect varies depending on the environment in which you are working. For example, if you are developing a site in a corporate environment, you probably already have the Identity, Delivery, and Maintenance requirements laid out for you. Plus, if you are really lucky, you might even have the necessary resources in place. On the other side of the spectrum, if you are building a storefront for a small mom-and-pop company, you might need to consult with your clients and work out these issues. The document "Navigating an e-Commerce Site" contains a discussion of the delivery and maintenance aspects of developing an e-Commerce site, with a rundown of questions you should answer before developing your site in Drumbeat. The document is located in the Documents folder in the Drumbeat program files directory. If you installed Drumbeat in the default location, you'll find it at: C:\Program Files\Drumbeat 2000\eStore Builder\Navigating.doc There is so much to think about and ...