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Magento 1.7 User Guide

user guide book 166x300 Magento 1.7 User GuideIn addition to my Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough: Magento also published a new User Guide for the Community 1.7 edition. You can now download it, free of charge from magento.com.

It looks like Magento has put great effort in this to make and completely updated the guide with new screenshots and information, and not just added info about the newly added features. With the 291 pages and 10,0 MB pdf file they are really living up to their promises that one day, we’ll be complaining about how much documentation there is for Magento… ;)

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Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Last month at the Magento Imagine conference in Las Vegas, new versions of the software were released: Community 1.7 and Enterprise 1.12. The Enterprise version contains 640 Fixes, 24 improvements/ changes and 15 new features. Information is a bit scarce on how the features work and where you can find/configure them, so here’s a review of all these new features that impact frontend and backend users.

Frontend

Mobile HTML5

The previous iPhone Theme was introduced back in in 2008, about time for an update! The new mobile interface features HTML5 support and supports iPhone, Android and Mobile Opera browsers.

To enable a mobile theme in Magento, you can check the post “How to redirect mobile users to your Magento Mobile Theme” from RedLightBlinking. For Magento’s default mobile theme, you use ‘iphone’ as value.

magento mobile html5 Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Screenshots of Magento Mobile. Homepage (top left), Product detail (right) and cart (bottom left).

 Multiple Wish Lists (Enterprise only)

First you’ll need to enable this since it’s disabled by default: System > Configuration > Customers > Wishlist > General Options Here you set “Enable Multiple Wishlists” to “Yes”.

wishlist config Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Wishlist Configuration in the Magento Backend

In the Frontend you’ll now see arrows popping up alongside products on the catagory overview pages and product detail pages where you can now choose the wishlist you want to put that particular item in.

wishlist catalog Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

New wishlist dropdown option

On the Wishlist page under My Account you can manage these multiple wishlists, add new ones and copy/ move products between wishlists. Wishlists can both be private or public so you can share these with people who you hope that are going to buy stuff for you.

wishlist frontend Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Wishlist management for customers

Layered Navigation Pricing Enhancement

This setting can be found under System > Configuration > Catalog > Catalog > Layered Navigation.

layered nav1 Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Settings for the layered navigation pricing

Here you can choose if you want the product count to show or not, and you can choose if you want the calculation of the ranges to be manual or automatic. The latter option now has 2 versions: equal price ranges (which was available before) and equal product counts (a new feature in 1.7/1.12).

Add to Cart by SKU (Enterprise only)

A nice B2B functionality is the ability to quickly add product to the cart by entering or uploading a list of SKUs. In order to add the ability to Order by SKU to your frontend, you can add it as a widget to one of your content pages or refer to the new Order by SKU section in My Account. When editing a content page, you click on the Add Widget button in the WYSIWYG editor (widget icon Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough, second icon from the top left) and configure the widget in the popup that appears.

order by sku widget Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Configuration options of the Order by SKU widget

To enable Order by SKU on My Account in the frontend, you go to System > Configuration > Sales > Sales > Order By SKU settings (Thx Piotr Kaminski). You can enable/disable for all customers, or make this feature specific to a certain customer group.

Configuration   System   Magento Admin 1 Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Enable the Order by SKU function for selected customer groups

And this is how it looks in the frontend:

Order by SKU 2 Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Order by SKU in the My Account section. It starts with 1 row, users can add more rows on the go. The widget that you can add to account pages looks the same as it does here.

oAuth integration

This is useful for when you would like to have users to log in to your shop with their Twitter or Facebook credentials and for other apps to be able to access your Magento account. After approval by the customer, Magento and the 3rd party webapplication can exchange data. This might give you the option to retrieve the sex and home location when someone connects through Facebook.

Customers can manage the applications under the new My Account > My Applications tab.

European Union VAT-ID Validation

VAT config Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

New VAT-ID Validation configurations

To facilitate tax collection in the EU and simplify international B2B transactions we now have the option to automatically apply tax rules. Accounts are added to a specific user group based on their VAT ID and you can also place invalid VAT ID customers in a specific group. These are checked live against the official VAT Information Exchange System (VIES) from the European Commission (thx for @PeterJaap for confirming this). You also have the option to do these checks only on account creation, or with every order. For the settings you go to System > Configuration > Customers > Customer Configuration. Here you have the added functionality for the consequences you want it to have for the customer groups.

EU Cookie Restriction

It’s great to have a standard solution for this since the new cookie law will be active in many European countries in the next year and already on July 1st here in The Netherlands. Only problem is that there’s still a lot unclear about how to exactly ask for permissions and the exact details about which cookies will be seen as tracking cookies. Glad to see that Magento did a good effort to at least support a form of cookie acceptance, no matter how it pans out over the following months.

The settings can be found under System > Configuration > General > Web > Session Cookie Management. There you can change the “Cookie Restriction Mode” to Yes (default set to No). Thx for Marco de Vries for pointing me in the right direction on this feature.

Cookie management Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Backend cookie setting

The message that will now appear in the frontend above your website:

cookie notification Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Cookie notification

The Privacy Policy that this message links to, can be found under CMS > Pages > Manage Content. There you can see and edit a new page called “Privacy Policy”.

CAPTCHA

This feature (disabled by default) is added to battle fake login attempts for both customers and backend administrators. The CAPTCHA’s can also be used for the Create User, Forgot Password, Checkout as Guest and Register during Checkout forms. You can choose to show the CAPTCHA immediately, or only after a number of failed attempts. You can configure the number (range) of symbols, which symbols to use and if these should be case sensitive or not. To enable and configure this for customers, go to System > Configuration > Customers > Customer Configuration > CAPTCHA. For Administrators you go to System > Configuration > Advanced > Admin > CAPTCHA.

captcha Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

CAPTCHA configuration options

And this is how it looks in the frontend:

captcha field Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

The new CAPTCHA field. It also does a great Yoav ;)

My advice would be to keep this disabled by default, and only start using it when you encounter fake accounts that are probably made by bots.

Backend

Visitor Segmentation (Enterprise only)

Customers > Customer Segments

When you add or edit a customer segment in 1.12 you can now also segment for people that are not logged in to your site so you can target these groups with specific actions. +1 for the psychologists and other behavioral scientists amongst us ;).

New Segment   Customer Segments   Customers   Magento Admin Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

New visitor segmentation options

You can segment visitors based on the following variables:

Shopping cart

  • Shopping Cart total
  • Number of Cart line items
  • Products Quantity

Products

  • Product List
  • Product History

Expanded Rule-based Product Relations (Enterprise only)

Catalog > Rule Based Product relations

This now has the added functionality to target a specific customer (or visitor) segment. This means you can create different related products based on – for instance – the current items that a specific user has in his shopping cart.

related items Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Added Customer Segments option

Auto-generation of Coupon Codes

This feature lets you automatically create specific coupon codes based on your settings. You can find the default configuration settings under System > Configuration > Customers > Promotions > Auto Generated Specific Coupon Codes.

Configuration   System   Magento Admin 2 Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Configuration settings for the Auto Generated Specific Coupon Codes

When you add a new Shopping Cart price rule, select the “Specific coupon” option and check the “Use Auto Generation” box:

test   Magento Admin Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Here you select the Specific Coupon option and select "Use Auto Generation"

When you do this and save the rule, you’ll see a new menu item appear called “Manage Coupon Codes”:

test   Magento Admin 1 Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Automatic Coupon Generation settings

Here you can change the default setting if needed and generate the codes. After creation, you can export these to CSV of Excel for further processing. A much requested feature at the clients I’ve worked with, and a nice addition for the next Magento release might be to also support importing a list of codes.

Customer Group Pricing

Another much requested B2B feature is the ability to have separate pricing for different customers. You can now apply different prices and tier pricing based on customer groups.

Catalog > Manage Products > [Select Product] > Prices tab

 Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

New Customer Group Pricing functionality

CMS Page Hierarchy Enhancements (Enterprise only)

When you add a new item (‘Node’) to the CMS hierarchy, you now have the option to directly add it to the website menu:

Manage Hierarchy   Pages   CMS   Magento Admin Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

New Page Navigation Menu Options

Besides that, you can now also copy hierarchies between the stores you have in your Magento installation:

Manage Hierarchy   Pages   CMS   Magento Admin 1 Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Copy menu items between stores

Backup and Rollback

The only backup action you could do before 1.7/1.12 was to hit the backup button and then wait until the database backup was finished. Options have increased :)

To see the options go to System > Tools > Backup.

The backup option is now split into 3 options:

  • System Backup
  • Database and Media Backup
  • Database Backup
All versions will give you the option to name your backup before starting it and you’ll have a checkbox to put the website into maintenance mode while the backup is running. The System Backup version also has the option to exclude Media folders if you like.
The Magento announcement talks about “Manage and schedule…” but I don’t see any options to schedule automatic backups, I only see the option to do a manual backup. If you have found it, let me know in the comments :). As Peter Jaap pointed out t me in the comments, the schedule function can be found under System > Configuration > Advanced > System > Scheduled Backup Settings:
scheduled backup Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Scheduled Backup options

When the backup is done, you can not only download or delete it but you can now also perform a Rollback right from the backend.
backup restore Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

You can backup and restore Magento in the backend.

Like Magento says in their announcement:  This feature is particularly useful when testing new modules or customizations, or when upgrading to a new version of Magento. We do not recommend using this feature in your production environment. So it’s mainly useful for your development/beta sites to be ably to backup, test and quickly restore without the need to leave Magento. It’s not meant as a way to safely backup your live environments.

Other

REST APIs Support

The new Magento REST API uses three-legged OAuth 1.0a protocol to allow applications to safely access Magento services. What this means for you? You can manage customers, customer addresses, sales orders, inventories and products using HTTP verbs (GET, POST, PUT, DELETE). Data requests and responses can be in XML or JSON format.

This initial version of the REST API supports the following functions:

  • Create/Retrieve/Update/Delete a simple product
  • Retrieve a list of orders and specific order information
  • Update/Retrieve catalog inventory
  • Create/Retrieve/Update/Delete complete customer information

Yeah I just copied that from Magento’s announcement. I’m not a developer so I’m not even going to try to get into this one :). If you want to know more, check these resources:

Payment Bridge 1.1 Updates (Enterprise only)

If you want to use Magento’s Payment Bridge, this will be a useful update for you. Besides the 3 options previously supported (PayPal, Authorize.net and Payflow Pro) Magento added 13 other gateways:

  • Psi Gate
  • RBS Worldpay
  • Database and Media Backup
  • Braintree
  • First Data
  • Card Gate Plus
  • DIBS
  • eWay Direct
  • Ogone Directlink
  • Paybox
  • Payone
  • Sage Pay
  • CCAvenue
You’ll find the options under System > Configuration > Sales > Payment Methods.
Configuration   System   Magento Admin 3 Magento Community 1.7 and Enterprise 1.12 New Features Walkthrough

Magento Payment Bridge options

Conclusion

That was about it for the new Magento features in 1.7/1.12. I think it’s quite a nice update, especially when you’re looking into using Magento for B2B projects. So what do you think about this update? Will it improve your/ your clients business? What feature are you most looking forward to using in your shop?

This is a translation of the Dutch blog I wrote at http://ecommerceblog.ism.nl.

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Enterprise 1.12 paying tribute to one of it’s founders

Here’s a screenshot of a fresh Magento Enterprise 1.12 installation. It’s paying a tribute to one of it’s founders… ;)

yoav Enterprise 1.12 paying tribute to one of its founders

Magento 1.12 login screen with CAPTCHA enabled

I swear no Photoshop, just 5 minutes of refreshing ;).

By the way, I’m working on a complete review of all Magento Enterprise 1.12 features (the above CAPTCHA is one of them), so stay tuned for that :).

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What happend at Imagine, Stays on Twitter (infographic)

Here are two infographics showing the Twitter ctivity around #preimagine and #magentoimagine. Guess we’ve been quite active!

#preimagine

infographic20120426102028.jpeg 600×1803 What happend at Imagine, Stays on Twitter (infographic)

Click to enlarge

#magentocommerce

infographic20120426101744.jpeg 600×1803 What happend at Imagine, Stays on Twitter (infographic)

Click to enlarge

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Magento Imagine Swag 2012

I’m at the Magento Imagine event in Las Vegas right now and I thought it would be fun to create a swagpile: all the goodies that the sponsors at the event have with them. So here it is!

6965246068 2315b878d0 z Magento Imagine Swag 2012

Magento Imagine Swag

We have T-shirts, noteblocks, sunglasses, earbuds, sweets, chocolate, guitar pick, sunblock, frisbee, phone holder, stressballs, rubics kube, mugs, flipflops, armbands and a flashlight. There’s even a brontosaurus and a pretty Angry Bird in there!

Also: Magento has a great goodie store at the event so make sure to stop by if your at the event.

I will write a more in-detail post about the event itself later on, subscribe to my newsletter if you don’t want to miss it!

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Magento announces new Enterprise pricing

Pricing for the commercial Magento editions and services are always fixed for a minimum of 1,5 years. Last update was in June 2010 which means it’s time for an update!

Magento Enterprise is released on April 15th 2009 priced at $8,000.-. In June 2010 prices were increased to $12,990.- (45% increase). These prices are the ‘starter price’ for the Magento Enterprise Bundle (1 production license + 1 non-production license) with Gold support included.

The yearly license fee for the Magento Enterprise bundle are now set at $14,420.-, an increase of 11%.

magento enterprise Magento announces new Enterprise pricing

 

What might me interesting for new users (or companies renewing) is the option to renew for longer periods. You don’t start with e-commerce, or switch to a new platform to stop with it after a year (I hope) so you might as well take advantage of the discounts given with multi-year licenses. You can get a 10% discount when you buy for 3 years and even more when you commit for a five year period or longer (although that might be a bit too long in the quickly moving e-commerce space we’re in).

Magento U and Mobile

The fees for Magento Mobile haven’t changed: $799.- start-up costs and an additional $699.- per year. New on the pricelist are the Magento U training and certification prices that were introduced at the Innovate Conference last year. Since last month the Magento Professional productline has been terminated so of course we don’t see that back in the list.

You can view all different licences and options in the Magento Pricelist March 2012.

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Wunderkit Pro (90 days beta) invites

I just got invited for a Wunderkit Pro Beta account (which lasts for 90 days before you get downgraded to a free account, no details on pricing just yet). Time for a short review and invites!

WunderkitCouch Wunderkit Pro (90 days beta) invites

First impression

Well, it certainly looks wonderful and just like Wunderlist. Not a surprise since they’re both build by 6wunderkinder from Berlin. The interface looks friendly and clean (but you do have to like ‘wooden’ backgrounds). And where Wunderlist is meant as ‘just’ a task management/ GTD system, Wunderkit is meant as a broader system for creating, organizing and accomplishing ‘things’. You can create workspaces (projects) where you can add tasks, notes and communicate about the project with team members. Projects can be public so you can publish public updates to a project. It kinda looks like a Twitter stream for projects which others can follow and you can also post public personal tweets eh… updates. Not sure anybody is waiting for yet another system that does that, but that’s what everyone thought of Twitter too when that started so we’ll see how that’s going. You can also view/ join /follow other public projects and comment on those.

Here’s the official walkthrough of the system:

Wunderlist Plus

I really don’t see me using a system like this and the way it currently works I don’t really see the added value for most people/projects. It doesn’t add that much value to Wunderlist (why give it another name? It’s just Wunderlist Plus IMHO). I know social is hot these days, but I don’t see the added value for (most) projects to have such a heavy social component. But if you already use and love Wunderlist, I bet this will be a very nice upgrade for you, especially if you want to use it with teams.

Integrations

Most of my tasks and todo’s follow from the conversations I have in my e-mail. And I need to follow-up on most via e-mal. So if you want me to use a task management / GTD system, I personally require a (tight) integration with my e-mail system (Gmail in my case). But that isn’t available and I’m not going to copy/paste tasks and e-mails. In my case a deal-breaker: if a new GTD system wants me into a switch, it has to have a tight Gmail integration. And I don’t mean the ability to foward e-mails to a certain e-mail adres to create tasks. That’s not going to cut it. Another integration that would help Wunderkit, is to sync the Notes section with Evernote (I don’t need anóther notes program). For many projects filesharing is important too so a Dropbox integration would als help with that.
I think that to be a succes, a GTD system should help me to improve my curent workflow. Not introduce a complete new one.

Recurring subtasks

To end the review with a positive: Amongst the new features sub-tasks (break larger tasks down into subtasks) and recurring tasks. Something I see missing in most (and my current) GTD system.

Get in!

If you’re (still) interested :), feel free to give it a try! I just got a Wunderkit Pro Beta account which means I can send others an invite. Just like I did previously with invites to Quora (I invited almost 1000 people there) and Google+ I started handing them out here on my blog.

If you’d like to give Wunderkit Pro a try too, here’s what you can do:

  1. Make sure you follow me…
  2. Place a comment bellow including the e-mail address you want to receive the invite on. I’ll do my best to invite you to Wunderkit within 48 hours (it’s a manual process).
  3. Be happy with you new Wunderkit Plus Beta account :)

Do note that the Wunderkit Plus account only lasts for 90 days. After that you’ll be automatically downgraded to a free account. I don’t see any information on the Wunderkit website that shows what the Plus pricing will be.

PS: if you are wondering: I’m currently using ActiveInbox as a GTD system.

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