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E-Business Manager Guides Craig Jacobs June 14, 2002

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E-Business Manager Guides Craig Jacobs June 14, 2002

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    1. <#> 1 e-Business Manager Guides Craig Jacobs June 14, 2002

    2. <#> AGENDA Introducing the 3 new Guides for e-Business Manager High-Level Guide Overviews Implementation Guide Demo Setup Guide Customization Guide (time permitting) Questions

    3. <#> Introduction Three new guides Each focus on different area Implementation Demo Setup Includes demo script Customization Single goal: Help you be successful with e-Business Manager

    4. <#> Introduction Where are the guides located? Visions attendees have guides on Visions CD Also on Partner File Center: www.bestsoftwareinc.com/partners/filecenter MAS 90 and MAS 200 Product Information

    5. <#> Implementation Guide Methodology to ensure successful implementation Defined process mechanizes implementation Yields consistent results Provides documentation for reference Very important with complex projects The implementation process is a methodology to ensure a successful implementation that can be applied generically to any project This methodology identifies key tasks and allows the implementer to break down a complex implementation into manageable parts Implementers following a defined process will achieve more consistent results, and will also end up with documentation for reference along the way A defined process becomes much more important with complex projects that have many parts to put together, and require the involvement of many people. E-Commerce is a perfect example of a project that requires a defined implementation process Refer to implementation guideThe implementation process is a methodology to ensure a successful implementation that can be applied generically to any project This methodology identifies key tasks and allows the implementer to break down a complex implementation into manageable parts Implementers following a defined process will achieve more consistent results, and will also end up with documentation for reference along the way A defined process becomes much more important with complex projects that have many parts to put together, and require the involvement of many people. E-Commerce is a perfect example of a project that requires a defined implementation process Refer to implementation guide

    6. <#> Steps in the Process The implementation process consists of these broad steps: Laying the foundation Planning the details Installing and configuring the product Guide focuses on 1st two Laying the foundation, as the name implies, is the ground work upon which the project is built, and is very important to the successful outcome of the project. Planning the details consists of all of the detail requirements to implement e-Business Manager, and is the primary focus of this presentation. Installing and configuring the product becomes simply following the steps define in the planning the details process Laying the foundation, as the name implies, is the ground work upon which the project is built, and is very important to the successful outcome of the project. Planning the details consists of all of the detail requirements to implement e-Business Manager, and is the primary focus of this presentation. Installing and configuring the product becomes simply following the steps define in the planning the details process

    7. <#> Lay the Foundation Properly setting customer expectations Setting realistic goals Understanding the current systems and environment Allocating resources Communicating the requirements These are the steps that make up laying the foundations. Each will be covered briefly in the following slidesThese are the steps that make up laying the foundations. Each will be covered briefly in the following slides

    8. <#> Lay the Foundation Setting Customer Expectations Key to successful implementation Greatly increases the likelihood of a satisfied customer Set Realistic Goals provide milestones keep the project on track Use a checklist Appropriately managing the expectations of the business owner or responsible manager is one of the most important tasks in the implementation process. Often times, an implementation can be proceeding just fine according to the expectations of the consultant and be behind schedule or off track from the point of view of the business owner, when you hear something like, “I thought it was supposed to do this!” Customer satisfaction begins with open communications and realistic expectations. Make sure that the business owner understands exactly what the finished project will look like, and is aware of all the costs that will be involved, preferably in writing. Also make sure they know the potential areas of delay during the implementation, such as getting a DSL line installed, before they occur. Setting expectations up front will greatly increase the likelihood of a satisfied customer at the end of the implementation. Appropriately managing the expectations of the business owner or responsible manager is one of the most important tasks in the implementation process. Often times, an implementation can be proceeding just fine according to the expectations of the consultant and be behind schedule or off track from the point of view of the business owner, when you hear something like, “I thought it was supposed to do this!” Customer satisfaction begins with open communications and realistic expectations. Make sure that the business owner understands exactly what the finished project will look like, and is aware of all the costs that will be involved, preferably in writing. Also make sure they know the potential areas of delay during the implementation, such as getting a DSL line installed, before they occur. Setting expectations up front will greatly increase the likelihood of a satisfied customer at the end of the implementation.

    9. <#> Lay the Foundation Understand the Environment Knowledge of the customer’s environment is crucial Develop a list of key information A diagram can be very helpful In order to plan the implementation details correctly, you will need to have a good understanding of the current systems and network environment. This is especially significant with e-commerce implementations that require a connection to the Internet along with various network configurations and security issues. In order to plan the implementation details correctly, you will need to have a good understanding of the current systems and network environment. This is especially significant with e-commerce implementations that require a connection to the Internet along with various network configurations and security issues.

    10. <#> A diagram such as this can be very helpful to make sure that you collect all relevant informationA diagram such as this can be very helpful to make sure that you collect all relevant information

    11. <#> Lay the Foundation Allocating Resources Adequate resources are key to meeting goals Don’t forget resources such as ISPs, which can have long lead times Communication Communicate to all participants Customer Implementers Ensure everybody is on the same page Do it in writing Once you have set your goals and have collected all of the required information about the network and environment, you should have some idea of the scope of the project. Ensuring that you have adequate resources is essential to meeting your goals, and getting the implementation done on time. Don’t forget to include resources such as the telecommunications provider and ISP, and take into consideration their respective lead times. Once you have set your goals and have collected all of the required information about the network and environment, you should have some idea of the scope of the project. Ensuring that you have adequate resources is essential to meeting your goals, and getting the implementation done on time. Don’t forget to include resources such as the telecommunications provider and ISP, and take into consideration their respective lead times.

    12. <#> Planning the Details Three components of e-Business Manager Choosing the hosting environment and Internet connectivity Selecting hardware for e-Business Manager This section describes the components of e-Business Manager implementation and provides guidance for issues that you may encounter during the implementation. A checklist is provided in the e-Business Manager Implementation White Paper, which outlines the required steps and helps to ensure that nothing critical is missed. This section describes the components of e-Business Manager implementation and provides guidance for issues that you may encounter during the implementation. A checklist is provided in the e-Business Manager Implementation White Paper, which outlines the required steps and helps to ensure that nothing critical is missed.

    13. <#> Planning the Details 3 Physical Components Application Server – MAS 90/MAS 200 Web Engine Web server – IIS All three of these components must be configured correctly in order for e-Business Manager to function. The MAS 90 or MAS 200 application is self-explanatory. This server is referred to as the application server. The primary consideration is the operating system that’s installed on the application server, which must be either the Windows NT or Windows 2000 Server. Windows 95/98/ME/XP and Novell Netware are not supported as MAS 90 application servers when implementing e-Business Manager. The Web Engine is the “heart” of the e-Business Manager application. The function of the Web Engine is to process requests originating from the Web server, to retrieve data from and send data to the application server, and to send HTML-formatted information to the Web Server. The Web Engine must be installed on a Windows NT or Windows 2000 Server. The final component is the Web server, which is a Windows NT or Windows 2000 server running Microsoft Internet Information Server (IIS) 4 or 5. An ISAPI DLL is installed on the Web server to enable it to communicate with the Web Engine. The Web Server is the “public” point of entry into the e-Business Manager application, and is used to serve the graphic images of the products and services and other supporting files. The three components can be installed in a number of supported configurations to meet your specific requirements. All three of these components must be configured correctly in order for e-Business Manager to function. The MAS 90 or MAS 200 application is self-explanatory. This server is referred to as the application server. The primary consideration is the operating system that’s installed on the application server, which must be either the Windows NT or Windows 2000 Server. Windows 95/98/ME/XP and Novell Netware are not supported as MAS 90 application servers when implementing e-Business Manager. The Web Engine is the “heart” of the e-Business Manager application. The function of the Web Engine is to process requests originating from the Web server, to retrieve data from and send data to the application server, and to send HTML-formatted information to the Web Server. The Web Engine must be installed on a Windows NT or Windows 2000 Server. The final component is the Web server, which is a Windows NT or Windows 2000 server running Microsoft Internet Information Server (IIS) 4 or 5. An ISAPI DLL is installed on the Web server to enable it to communicate with the Web Engine. The Web Server is the “public” point of entry into the e-Business Manager application, and is used to serve the graphic images of the products and services and other supporting files. The three components can be installed in a number of supported configurations to meet your specific requirements.

    14. <#> Planning the Details Hosting and Connectivity Two ways to host: Remote Local Hosting and connectivity related Local hosting requires more bandwidth Account for other bandwidth usage The first step in planning the implementation is selecting the location for the Web server and deciding how to connect the internal network to the Internet. You can choose one of two ways to “host” the Web server: at the customer’s office (local), or at an Internet hosting provider (remote). You will also need to decide how much bandwidth and what type of connection is required. There are a number of connection types available, including DSL, frame relay, wireless and more, offering a variety of bandwidths at varying costs. DSL is a cost-effective way of obtaining sufficient bandwidth if it’s available in your area. Remember to determine the upstream bandwidth of the connection, if applicable, because this determines how much information you can serve to the Internet. Selecting the hosting environment and connectivity are related, because the amount of available bandwidth is a large factor in the overall performance of your site. If you opt for local hosting, you’ll require more bandwidth than you would need if you host remotely. This is due to the increased upstream traffic to the Internet. Also keep in mind that internal computer users can use a fair amount of bandwidth browsing the Web, downloading files, etc. The first step in planning the implementation is selecting the location for the Web server and deciding how to connect the internal network to the Internet. You can choose one of two ways to “host” the Web server: at the customer’s office (local), or at an Internet hosting provider (remote). You will also need to decide how much bandwidth and what type of connection is required. There are a number of connection types available, including DSL, frame relay, wireless and more, offering a variety of bandwidths at varying costs. DSL is a cost-effective way of obtaining sufficient bandwidth if it’s available in your area. Remember to determine the upstream bandwidth of the connection, if applicable, because this determines how much information you can serve to the Internet. Selecting the hosting environment and connectivity are related, because the amount of available bandwidth is a large factor in the overall performance of your site. If you opt for local hosting, you’ll require more bandwidth than you would need if you host remotely. This is due to the increased upstream traffic to the Internet. Also keep in mind that internal computer users can use a fair amount of bandwidth browsing the Web, downloading files, etc.

    15. <#> Remote Hosting In this example, the Web server is located at the ISP. In this example, the Web server is located at the ISP.

    16. <#> Planning the Details Remote Hosting Factors ISAPI application hosting SSL Encryption May not be available from hosting providers Between Web Engine and Web server The following are some important factors to consider when choosing remote hosting: Many hosting companies will not install any type of program on a shared server, including ISAPI DLLs. This means that if you opt for remote hosting, you may need to rent or co-locate an entire server, which can be expensive. Best Software offers an excellent solution for remote hosting with our e-Business Manager hosting program. This low-cost solution utilizes a world-class network to host the e-Business Manager ISAPI plug-in for Best customers. Information about this hosting program can be found in the partner section of our Best’s Web site at: www.bestsoftware.com/partner If you plan to use SSL to encrypt sensitive traffic between the Web server and the shopper’s browser, you may not be able to utilize a remote hosting service (other than Best Software’s hosting service). This is because most ISPs use a method called host headers to differentiate multiple Web sites on a single IIS box, and this method is not compatible with SSL. The Best Software hosting service for e-Business Manager uses discrete TCP/IP ports to differentiate multiple Web sites, and does not have this limitation. (In fact, this service includes SSL encryption as part of the subscription price.) See the Partner Services section of Best Online Support and Services Web site for more details. Be sure that your hosting provider is primarily in the business of hosting, and is fully prepared to handle the responsibilities of hosting. Many small companies attempt to subsidize their Internet connectivity by selling their excess bandwidth. These companies usually lack the infrastructure to be an effective hosting provider. In many cases, the company with whom you choose to host will be the same company from whom you purchase your connectivity. These companies will many times offer package deals on hosting and connectivity. Make sure that you can install the ISAPI plug-in before signing up for a long-term contract that includes services you can’t use. The following are some important factors to consider when choosing remote hosting: Many hosting companies will not install any type of program on a shared server, including ISAPI DLLs. This means that if you opt for remote hosting, you may need to rent or co-locate an entire server, which can be expensive. Best Software offers an excellent solution for remote hosting with our e-Business Manager hosting program. This low-cost solution utilizes a world-class network to host the e-Business Manager ISAPI plug-in for Best customers. Information about this hosting program can be found in the partner section of our Best’s Web site at: www.bestsoftware.com/partner If you plan to use SSL to encrypt sensitive traffic between the Web server and the shopper’s browser, you may not be able to utilize a remote hosting service (other than Best Software’s hosting service). This is because most ISPs use a method called host headers to differentiate multiple Web sites on a single IIS box, and this method is not compatible with SSL. The Best Software hosting service for e-Business Manager uses discrete TCP/IP ports to differentiate multiple Web sites, and does not have this limitation. (In fact, this service includes SSL encryption as part of the subscription price.) See the Partner Services section of Best Online Support and Services Web site for more details. Be sure that your hosting provider is primarily in the business of hosting, and is fully prepared to handle the responsibilities of hosting. Many small companies attempt to subsidize their Internet connectivity by selling their excess bandwidth. These companies usually lack the infrastructure to be an effective hosting provider. In many cases, the company with whom you choose to host will be the same company from whom you purchase your connectivity. These companies will many times offer package deals on hosting and connectivity. Make sure that you can install the ISAPI plug-in before signing up for a long-term contract that includes services you can’t use.

    17. <#> Local Hosting This diagram illustrates an example of local hosting In this example, the Web server is located on the local network. This diagram illustrates an example of local hosting In this example, the Web server is located on the local network.

    18. <#> Planning the Details Local Hosting Factors Keep bandwidth requirements in mind Firewall and security issues SSL configured to protect customer information Need to obtain an SSL certificate Selecting the Internet Connection Local hosting requires more bandwidth Internal usage Expected traffic The following are some important factors to consider when choosing local hosting: Keep the bandwidth requirements in mind. When hosting the Web server locally, the graphic images of the inventory items and other files (JavaScripts and CSS files) travel from the local network to the Internet. (This can be mitigated by limiting the size of the graphics files) Firewall and security issues are slightly more complicated due to the fact that the firewall needs to accommodate anonymous traffic on port 80 and 443, and an improperly configured IIS server can be a security risk. Firewall issues are discussed in more detail below. Make sure that SSL is configured to protect customer information traveling over the Web. A server certificate will need to be purchased from a Certificate Authority (CA) such as Verisign or Equifax to enable SSL. While it’s possible to act as a certificate authority with an application, such as Microsoft Certificate Server, this is not discussed in this document. The following are some important factors to consider when choosing local hosting: Keep the bandwidth requirements in mind. When hosting the Web server locally, the graphic images of the inventory items and other files (JavaScripts and CSS files) travel from the local network to the Internet. (This can be mitigated by limiting the size of the graphics files) Firewall and security issues are slightly more complicated due to the fact that the firewall needs to accommodate anonymous traffic on port 80 and 443, and an improperly configured IIS server can be a security risk. Firewall issues are discussed in more detail below. Make sure that SSL is configured to protect customer information traveling over the Web. A server certificate will need to be purchased from a Certificate Authority (CA) such as Verisign or Equifax to enable SSL. While it’s possible to act as a certificate authority with an application, such as Microsoft Certificate Server, this is not discussed in this document.

    19. <#> Planning the Details Internet Connection Cont. Recommendations difficult to make Too many variables 128K is probably the minimum requirement Like RAM, more is better Remember to look at the upstream number with ADSL Unfortunately, Best cannot make recommendations regarding bandwidth requirements, but in most cases, 128K should be considered the minimum for adequate performance if the Web server will be hosted remotely; otherwise, consider 384K or more bandwidth for adequate performance. As with system memory, more is always better and you should plan to purchase as much bandwidth as you can afford and consider reasonable. The upstream number is the important because it determines how much Web traffic can be served to the Internet. Unfortunately, Best cannot make recommendations regarding bandwidth requirements, but in most cases, 128K should be considered the minimum for adequate performance if the Web server will be hosted remotely; otherwise, consider 384K or more bandwidth for adequate performance. As with system memory, more is always better and you should plan to purchase as much bandwidth as you can afford and consider reasonable. The upstream number is the important because it determines how much Web traffic can be served to the Internet.

    20. <#> Planning the Details Selecting Hardware In general, host each component on a separate server if possible Don’t host the Web Engine on the IIS server Don’t install IIS on the application server Security risks make these bad ideas In general for optimal performance, Best recommends installing the Web Engine on a separate server from the application server, especially in the case of MAS 200. This is because the Web Engine and MAS 200 are both applications and will compete for resources when running on the same server. MAS 90 uses the application server as a file server and therefore places less of a load on the application server. While it’s possible to install the Web Engine on the Web server, due to the security risks involved, this is not recommended. In general for optimal performance, Best recommends installing the Web Engine on a separate server from the application server, especially in the case of MAS 200. This is because the Web Engine and MAS 200 are both applications and will compete for resources when running on the same server. MAS 90 uses the application server as a file server and therefore places less of a load on the application server. While it’s possible to install the Web Engine on the Web server, due to the security risks involved, this is not recommended.

    21. <#> Planning the Details Hardware Factors Processor Speed Memory More is better – at least 256MB Hard disk configuration Application server SCSI/RAID Processor Speed - Most processors currently available are more than adequate for the components of e-Business Manager; however, true Pentium II, III, 4, or Xeon processors (or the AMD equivalent) should be used: Celeron or Duron processors are intended for use in desktop machines and should not be used for server applications. Memory - More is better. Given the current market price for memory, you should consider nothing less than 256 MB for each application. Hard Disk Configuration - Servers should be configured with SCSI interface hard drives for performance reasons. For enhanced performance and reliability, you should consider some level of hardware RAID, preferably RAID level 5 or 10 because of the enhanced performance and fault tolerance. Processor Speed - Most processors currently available are more than adequate for the components of e-Business Manager; however, true Pentium II, III, 4, or Xeon processors (or the AMD equivalent) should be used: Celeron or Duron processors are intended for use in desktop machines and should not be used for server applications. Memory - More is better. Given the current market price for memory, you should consider nothing less than 256 MB for each application. Hard Disk Configuration - Servers should be configured with SCSI interface hard drives for performance reasons. For enhanced performance and reliability, you should consider some level of hardware RAID, preferably RAID level 5 or 10 because of the enhanced performance and fault tolerance.

    22. <#> Planning the Details Routers and Firewalls A dedicated Internet connection requires the use of a router A firewall is an absolute necessity Firewalls and routers can be either hardware or software

    23. <#> Typical Router Configuration

    24. <#> Implementation – Key Points Expectation setting is key Implementation is the most important part of the project cycle Careful consideration during the planning process leads to success

    25. <#> Demo Setup Guide Designed to provide the information required to setup a standalone e-Business Manager Demo Many sections are technical Intended for e-Business Manager certified Channel Partners Knowledge of Internet Information Server and e-Business Manager are assumed This session presents the information required to set up a stand-alone demo for e-Business Manager, and a demo script to show your customers the highlights of the product. Intended for certified e-Business Manager channel partners, knowledge of Microsoft Internet Information Server, and the e-Business Manager product are assumed. The intent of this session if to provide information needed to setup all of the components of e-Business Manager, on a laptop or other system, without the requirement for Internet connectivity, to demonstrate e-Business Manager. The methods used should not be used for a live implementation. This session presents the information required to set up a stand-alone demo for e-Business Manager, and a demo script to show your customers the highlights of the product. Intended for certified e-Business Manager channel partners, knowledge of Microsoft Internet Information Server, and the e-Business Manager product are assumed. The intent of this session if to provide information needed to setup all of the components of e-Business Manager, on a laptop or other system, without the requirement for Internet connectivity, to demonstrate e-Business Manager. The methods used should not be used for a live implementation.

    26. <#> Setting Up the Demo Computer Minimum system requirements Pentium III 500 MHz or better 128 MB RAM or better 800 X 600 display resolution or better Software requirements Windows 2000 Professional or Windows 2000 Server Internet Information Server (IIS) 5 with the following components: World Wide Web Server FrontPage 2000 Server Extensions This section covers configuring the stand-alone machine to run e-Business Manager and details the required steps and components. This section covers configuring the stand-alone machine to run e-Business Manager and details the required steps and components.

    27. <#> Setting Up the Demo Computer Software Requirements Cont. Internet Explorer 5 or better MAS 90 version 3.61 or 3.70 SMTP and POP3 server Microsoft Outlook 2000 or XP for demonstration of e-mail notifications

    28. <#> Setting Up the Demo Computer Some details Make sure that the Parent folder of MAS 90 is shared, typically: C:\Program Files\Best\MAS90 Required by the Web Engine Install May have a problem with if not connected to network Make sure that the parent folder where MAS 90 is installed is shared. For example, if MAS 90 is installed to c:\Program Files\Best\MAS90, share the c:\Program Files\Best folder. The Web Engine requires that this share exist prior to installation. Windows 2000 may not allow this share to be seen when disconnected from the network. In this case, you will need to connect the computer to a network to perform the installation. After the installations are complete, you will need to edit the Webhide.ini file in the WEBENG\LIB\_Web folder to change the UNC to a drive letter path.Make sure that the parent folder where MAS 90 is installed is shared. For example, if MAS 90 is installed to c:\Program Files\Best\MAS90, share the c:\Program Files\Best folder. The Web Engine requires that this share exist prior to installation. Windows 2000 may not allow this share to be seen when disconnected from the network. In this case, you will need to connect the computer to a network to perform the installation. After the installations are complete, you will need to edit the Webhide.ini file in the WEBENG\LIB\_Web folder to change the UNC to a drive letter path.

    29. <#> Setting Up the Demo Computer Configuring IIS Assumes Windows 2000 Professional using the default Web site Windows 2000 Server lets you setup multiple Web sites Windows 2000 Professional only allows one Ensure that the Web server is functional Accept the default settings for the site The first step is to configure IIS to work on the stand-alone machine. If running Windows 2000 Server, you will have the option of creating multiple Web sites. IIS running on Windows 2000 Professional will only allow for a single Web site to be configured. This guide assumes Windows 2000 Professional. The first step is to ensure that the Web server is functioning. This can be tested by opening Internet Explorer, and entering the address: http://localhost. The netBios name of the machine can also be used. For example if the name of the system you are configuring is “mypc”, then http://mypc can be used. Throughout this document, localhost will be used be because it is a standard, and should always work in all situations. If no Web page is displayed in the browser, and an error is returned, then you should terminate this process, and troubleshoot your IIS installation before proceeding. The first step is to configure IIS to work on the stand-alone machine. If running Windows 2000 Server, you will have the option of creating multiple Web sites. IIS running on Windows 2000 Professional will only allow for a single Web site to be configured. This guide assumes Windows 2000 Professional. The first step is to ensure that the Web server is functioning. This can be tested by opening Internet Explorer, and entering the address: http://localhost. The netBios name of the machine can also be used. For example if the name of the system you are configuring is “mypc”, then http://mypc can be used. Throughout this document, localhost will be used be because it is a standard, and should always work in all situations. If no Web page is displayed in the browser, and an error is returned, then you should terminate this process, and troubleshoot your IIS installation before proceeding.

    30. <#> Installing e-Business Manager There are three components to install: E-Business Manager module and applets Web Engine ISAPI plug-in Can be installed in any order Need to know what the paths/names will be Dependencies are two-way Install ISAPI, then Web Engine, then module There are three components to install when setting up e-Business Manager on a stand-alone computer system: e-Business Manager module and applets Web Engine ISAPI plug-in Although the components can be installed in any order, It is best to install the components that other components rely on first. With e-Business Manager, the dependencies are in most cases two-way, but the preferred way to install the system is to install the ISAPI plug-in, followed by the Web Engine, and finally install the e-Business Manager module and applets. It is assumed that MAS 90 version 3.61 (or later) with the required modules is installed and functioning. There are three components to install when setting up e-Business Manager on a stand-alone computer system: e-Business Manager module and applets Web Engine ISAPI plug-in Although the components can be installed in any order, It is best to install the components that other components rely on first. With e-Business Manager, the dependencies are in most cases two-way, but the preferred way to install the system is to install the ISAPI plug-in, followed by the Web Engine, and finally install the e-Business Manager module and applets. It is assumed that MAS 90 version 3.61 (or later) with the required modules is installed and functioning.

    31. <#> Installing e-Business Manager Installing the ISAPI Plug-in Install files located in the ‘ISAPI Plug-in’ folder on the MAS 90 or MAS 200 CD Open the ISAPI.exe application and follow the instructions Occasionally, the automated configuration of IIS does not complete Typically caused because Web site is running The ISAPI plug-in component installs a DLL file that IIS uses to redirect e-Business Manager requests to the Web Engine. The plug-in can be found in the “ISAPI Plug-in” folder on the MAS 90 application CD as an executable install file named ISAPI.exe. To install the plug-in, simply open the ISAPI.exe file and follow the instructions. Occasionally when installing on Windows 2000, the automated configuration of IIS does not finish. The MASISAPI configuration file is not created until the e-Business Module is installed and configured, and files are published to the Web Server. You can use the steps below to determine what configurations have been completed. Open Internet Explorer and enter the following address: http://localhost/__debug.pvx: The ISAPI plug-in component installs a DLL file that IIS uses to redirect e-Business Manager requests to the Web Engine. The plug-in can be found in the “ISAPI Plug-in” folder on the MAS 90 application CD as an executable install file named ISAPI.exe. To install the plug-in, simply open the ISAPI.exe file and follow the instructions. Occasionally when installing on Windows 2000, the automated configuration of IIS does not finish. The MASISAPI configuration file is not created until the e-Business Module is installed and configured, and files are published to the Web Server. You can use the steps below to determine what configurations have been completed. Open Internet Explorer and enter the following address: http://localhost/__debug.pvx:

    32. <#> Installed and Configured

    33. <#> Application Mapping Missing

    34. <#> Installing e-Business Manager Mapping the ISAPI Application In Internet Services Manager: Add the mapping for the MASISAPI.DLL ‘.pvx’ is the extension The MASISAPI.INI file is created by the IT Options program. Based on settings in the options file Created in the IT folder: MASISAPI.XXX (XXX=Company) Mapping the MASISAPI application is simple: select “Internet Services Manager” from the “Administrative Tools” menu, right-clicking on “Default Web Site”, and selecting properties. Application mapping is found on the lower half of the “Home Directory” tab: Click on the Configuration button, and then click on Add to add the mapping for the MASISAPI.DLL application. The MASISAPI.DLL file is typically installed into the \Inetpub\Scripts directory (pre 3.6) or into the Web root folder (3.61+) IIS uses file extensions to determine which ISAPI applications to invoke. The e-Business Manager application uses the .pvx extension to identify which requests need to be redirected to the Web Engine. Mapping the MASISAPI application is simple: select “Internet Services Manager” from the “Administrative Tools” menu, right-clicking on “Default Web Site”, and selecting properties. Application mapping is found on the lower half of the “Home Directory” tab: Click on the Configuration button, and then click on Add to add the mapping for the MASISAPI.DLL application. The MASISAPI.DLL file is typically installed into the \Inetpub\Scripts directory (pre 3.6) or into the Web root folder (3.61+) IIS uses file extensions to determine which ISAPI applications to invoke. The e-Business Manager application uses the .pvx extension to identify which requests need to be redirected to the Web Engine.

    35. <#> Mapping the ISAPI Application

    36. <#> No Redirection ISAPI plug-in installed, no redirection entry in the MASISAPI.INI fileISAPI plug-in installed, no redirection entry in the MASISAPI.INI file

    37. <#> Installing e-Business Manager Install the Web Engine Easy to install Accept installation defaults Install as an application Do not configure to use SSL Install and activate the module and applets Unlike most MAS 90 modules, e-Business Manager does not provide 40 accesses The Web Engine is the component of e-Business Manager that interacts with the MAS 90 database and IIS. The Web Engine can be installed as either a Windows NT service or as an application. For demonstration purposes it is recommended that the Web Engine be installed as an application. The Web Engine installation program can be accessed from the Autorun screen that is displayed with the MAS 90 CD is inserted into the CD ROM drive: After accepting the End User License Agreement, you are prompted to select the location for the Web Engine. The default is the \Program Files\Best\WEBENG folder. - Do not install the program within the MAS90 folder structure. Next you are prompted to select the port that the Web Engine should use to interact with IIS, accept the default of 2953. You are asked if you want to configure the Web Engine to accept SSL encrypted data from the IIS box. SSL is not required for demonstration purposes. If you wish to install SSL, you will need to install Microsoft Certificate Server. Refer to Microsoft documentation for instructions on installing and configuring Microsoft Certificate Server. The next step is to enter the UNC path to the MAS 90 data. In this case, you must use the netBIOS name of your computer: you cannot use localhost. Enter the UNC path to the MAS 90 data.To obtain the netBIOS name of your computer, right-click on My Computer, select the Network Identification tab, and click the Properties button. Finally, identify the Program Folder for the Web Engine, and answer No to the question “Would you like to configure the Web Engine as a Service.” The Web Engine is the component of e-Business Manager that interacts with the MAS 90 database and IIS. The Web Engine can be installed as either a Windows NT service or as an application. For demonstration purposes it is recommended that the Web Engine be installed as an application. The Web Engine installation program can be accessed from the Autorun screen that is displayed with the MAS 90 CD is inserted into the CD ROM drive: After accepting the End User License Agreement, you are prompted to select the location for the Web Engine. The default is the \Program Files\Best\WEBENG folder. - Do not install the program within the MAS90 folder structure. Next you are prompted to select the port that the Web Engine should use to interact with IIS, accept the default of 2953. You are asked if you want to configure the Web Engine to accept SSL encrypted data from the IIS box. SSL is not required for demonstration purposes. If you wish to install SSL, you will need to install Microsoft Certificate Server. Refer to Microsoft documentation for instructions on installing and configuring Microsoft Certificate Server. The next step is to enter the UNC path to the MAS 90 data. In this case, you must use the netBIOS name of your computer: you cannot use localhost. Enter the UNC path to the MAS 90 data.To obtain the netBIOS name of your computer, right-click on My Computer, select the Network Identification tab, and click the Properties button. Finally, identify the Program Folder for the Web Engine, and answer No to the question “Would you like to configure the Web Engine as a Service.”

    38. <#> Installing e-Business Manger Configure to Run w/o SSL Because there is no SSL certificate installed, we must configure the system to run without it Replace instances of ‘SSL’ with ‘STD’ in the SC_STEP1.HTM file In Menu Maintenance, ensure that no entries have ‘Use SSL Protocol’ checked The final step is to configure the system to run without SSL. The required steps are as follows: Locate the SC_STEP1.HTM file in the Program Files\Best\WEBENG\IW folder, or wherever you installed the Web Engine. Make a backup copy of this file. Open SC_STEP1.HTM with Notepad, use Edit -> Replace to replace “SSL” with “STD”. There should be one instance of SSL in the document. Next, open Menu Maintenance from the e-Business Manager Setup Menu, and ensure that no entries have “Use SSL Protocol” checked. The final step is to configure the system to run without SSL. The required steps are as follows: Locate the SC_STEP1.HTM file in the Program Files\Best\WEBENG\IW folder, or wherever you installed the Web Engine. Make a backup copy of this file. Open SC_STEP1.HTM with Notepad, use Edit -> Replace to replace “SSL” with “STD”. There should be one instance of SSL in the document. Next, open Menu Maintenance from the e-Business Manager Setup Menu, and ensure that no entries have “Use SSL Protocol” checked.

    39. <#> Now that the required components are installed, configured and operational, the next step is to fine-tune the demo. At this point, you can proceed with the demonstrations, but there are a few things that can be done to enhance the demonstration (ABC demo data is assumed): Set up and configure some payment types and shipping methods Setup a mail server, mail account and mail client to demonstrate the e-mail capabilities of e-Business Manager Setup a start page to give the demonstration a professional look. Customize the pages, buttons, and logos to enhance the look and feel of the site.Now that the required components are installed, configured and operational, the next step is to fine-tune the demo. At this point, you can proceed with the demonstrations, but there are a few things that can be done to enhance the demonstration (ABC demo data is assumed): Set up and configure some payment types and shipping methods Setup a mail server, mail account and mail client to demonstrate the e-mail capabilities of e-Business Manager Setup a start page to give the demonstration a professional look. Customize the pages, buttons, and logos to enhance the look and feel of the site.

    40. <#> Fine Tune the Demo Setting up payment types and shipping methods Setup mail capabilities Create a start page Customize pages, buttons, etc. Now that the required components are installed, configured and operational, the next step is to fine-tune the demo. At this point, you can proceed with the demonstrations, but there are a few things that can be done to enhance the demonstration (ABC demo data is assumed): Set up and configure some payment types and shipping methods Setup a mail server, mail account and mail client to demonstrate the e-mail capabilities of e-Business Manager Setup a start page to give the demonstration a professional look. Customize the pages, buttons, and logos to enhance the look and feel of the site.Now that the required components are installed, configured and operational, the next step is to fine-tune the demo. At this point, you can proceed with the demonstrations, but there are a few things that can be done to enhance the demonstration (ABC demo data is assumed): Set up and configure some payment types and shipping methods Setup a mail server, mail account and mail client to demonstrate the e-mail capabilities of e-Business Manager Setup a start page to give the demonstration a professional look. Customize the pages, buttons, and logos to enhance the look and feel of the site.

    41. <#> Add Payment and Shipping Adds realism to the demo Add Visa and Master Card payment types, for example Add shipping methods Don’t forget to Internet enable the additions Uncheck those that you don’t want to see This is easy to do, and will add a bit of realism to the demonstration. In Accounts Receivable, select Payment Type Maintenance from the Setup Menu, and add a couple of credit card payment types, for example, Visa and MasterCard. Don’t forget to Internet Enable the payment types and change the category to “Payment”. You can also uncheck Internet Enable from payment types that you do not want displayed within e-Business Manager. In Sales Order Processing, select Shipping Rate Maintenance from Setup Menu. Add a couple of shipping methods such as UPS Ground and FedEx, and Internet Enable them. As above, you can uncheck Internet Enable from Shipping methods that you don’t want to see in e-Business Manager. This is easy to do, and will add a bit of realism to the demonstration. In Accounts Receivable, select Payment Type Maintenance from the Setup Menu, and add a couple of credit card payment types, for example, Visa and MasterCard. Don’t forget to Internet Enable the payment types and change the category to “Payment”. You can also uncheck Internet Enable from payment types that you do not want displayed within e-Business Manager. In Sales Order Processing, select Shipping Rate Maintenance from Setup Menu. Add a couple of shipping methods such as UPS Ground and FedEx, and Internet Enable them. As above, you can uncheck Internet Enable from Shipping methods that you don’t want to see in e-Business Manager.

    42. <#> Setup E-Mail Support Adds depth to the demo Requires installation of a POP3/SMTP server, and a mail client Inexpensive applications available on the Internet Workgroup Mail is a great application for this Setting up e-mail support can add depth to the demo, and allow you to show a valuable part of the functionality of e-Business Manager. To be functional, both POP3 and SMTP are required: SMTP allows e-Business Manager to send e-mail, and POP3 allows Outlook (or other mail client) to retrieve e-mail. There are numerous e-mail server packages available for Windows 2000, such as Workgroup Mail Server by Softalk Ltd. (www.workgroupmail.com), which is available with a 30-day free trial, and costs $21 per user to activate. Only a single user is required for demonstration purposes. This application is used for this demonstration, but the tasks involved are similar for any mail server application. Setting up e-mail support can add depth to the demo, and allow you to show a valuable part of the functionality of e-Business Manager. To be functional, both POP3 and SMTP are required: SMTP allows e-Business Manager to send e-mail, and POP3 allows Outlook (or other mail client) to retrieve e-mail. There are numerous e-mail server packages available for Windows 2000, such as Workgroup Mail Server by Softalk Ltd. (www.workgroupmail.com), which is available with a 30-day free trial, and costs $21 per user to activate. Only a single user is required for demonstration purposes. This application is used for this demonstration, but the tasks involved are similar for any mail server application.

    43. <#> Configure Outlook Easiest way is to create a separate mail profile The configurations will vary based on the mail server configurations A typical configuration is outlined in the Guide Outlook must be configured to interact with the mail server. It is suggested that a separate mail profile be created to interact with the mail server, for demo purposes. The easiest way to do this is to select Tools -> Options -> Mail Services, and click “Prompt for a profile to be used”, then close and restart Outlook. When the Choose Profile box is displayed, click the New button, select Internet E-mail and click Next. Assign a name to the Profile, and click Next. When the Internet e-mail dialog box appears, click on “Setup Mail Account” and configure the settings for your system. Click OK to accept the settings, and then Next. Finally, enter the name of a personal folder file to use. If you use outlook for your regular e-mail, you should select a name other than mailbox.pst. Click Next, then click OK to finish setting up the profile. To test the e-mail account, start Outlook with the profile just created, and send an e-mail message to the account you just set up. After clicking Send, then clicking the “Send and Receive” button, you should have a message in the Inbox: Outlook must be configured to interact with the mail server. It is suggested that a separate mail profile be created to interact with the mail server, for demo purposes. The easiest way to do this is to select Tools -> Options -> Mail Services, and click “Prompt for a profile to be used”, then close and restart Outlook. When the Choose Profile box is displayed, click the New button, select Internet E-mail and click Next. Assign a name to the Profile, and click Next. When the Internet e-mail dialog box appears, click on “Setup Mail Account” and configure the settings for your system. Click OK to accept the settings, and then Next. Finally, enter the name of a personal folder file to use. If you use outlook for your regular e-mail, you should select a name other than mailbox.pst. Click Next, then click OK to finish setting up the profile. To test the e-mail account, start Outlook with the profile just created, and send an e-mail message to the account you just set up. After clicking Send, then clicking the “Send and Receive” button, you should have a message in the Inbox:

    44. <#> Configure to Send E-Mail In e-Business Manager Options: Set the Webmaster e-mail address Check that the SMTP server settings meet the requirement of the server you are using In E-Mail Notification Maintenance Make sure that all notifications are sent only to POP3 accounts that exist Now that there is a stand-alone e-mail server on the demo computer, the next step is to configure e-Business Manager to use it. Open e-Business Manager Options. On the Main tab, set the Webmaster e-mail address. On the IIS and E-mail tab, set the SMTP Server Address to 127.0.0.1, and the Port to 25 (assumed to be the default settings) Finally, in E-mail Notification Maintenance, make sure that all of the notifications are only sent to entities with an existing mail account on the demo machine. To test, open Internet Explorer, enter http://localhost/iwwiaa.pvx?;login , log in, add an item to the shopping cart, and check out. In Outlook, click “Send/Receive” to view the e-mail sent by e-Business Manager. Now that there is a stand-alone e-mail server on the demo computer, the next step is to configure e-Business Manager to use it. Open e-Business Manager Options. On the Main tab, set the Webmaster e-mail address. On the IIS and E-mail tab, set the SMTP Server Address to 127.0.0.1, and the Port to 25 (assumed to be the default settings) Finally, in E-mail Notification Maintenance, make sure that all of the notifications are only sent to entities with an existing mail account on the demo machine. To test, open Internet Explorer, enter http://localhost/iwwiaa.pvx?;login , log in, add an item to the shopping cart, and check out. In Outlook, click “Send/Receive” to view the e-mail sent by e-Business Manager.

    45. <#> Create a Link Page Creating a link page can provide a more professional look to the demo Just need to place the correct links on the page: .order: http://localhost/iwwiaa.pvx?;login .store: http://ocalhost/iwwida.pvx?;products _no_tree?comp=ABC Creating a link page can provide a more professional look to the demo. This can be done using any text or HTML editor. On the following slide is an example of a link page created with Macromedia® Dreamweaver®, and Adobe® Photoshop®. All that is required for a link page to function is the presence of the correct links on the page as follows: For .order: http://localhost/iwwiaa.pvx?;login For .store: http://localhost/iwwida.pvx?;products_no_tree?comp=ABC (assuming the company code you are using is ABC) Creating a link page can provide a more professional look to the demo. This can be done using any text or HTML editor. On the following slide is an example of a link page created with Macromedia® Dreamweaver®, and Adobe® Photoshop®. All that is required for a link page to function is the presence of the correct links on the page as follows: For .order: http://localhost/iwwiaa.pvx?;login For .store: http://localhost/iwwida.pvx?;products_no_tree?comp=ABC (assuming the company code you are using is ABC)

    46. <#> Sample Link Page

    47. <#> Customizing the Demo With a little effort, you can enhance the look of the site Edit the style sheet Create some custom buttons Add some UDFs Good examples in the Customization Guide Refer to the e-Business Manager Customization Guide for information on customizing e-Business Manager pagesRefer to the e-Business Manager Customization Guide for information on customizing e-Business Manager pages

    48. <#> Customized Page

    49. <#> Demonstration Tips Focus on customer’s ‘pain’ and how e-Business Manager will relieve it Return on investment Increased efficiency and accuracy Enhanced customer satisfaction Customers get information when they want it

    50. <#> Demo Setup – Key Points E-Business Manager can be setup on a stand alone machine for demo purposes Many steps, but straightforward E-mail, customization and other fine tuning add depth Focus on customer’s ‘pain’ and ROI

    51. <#> Customization Guide Designed to review the basic methods of customization Many sections are technical Knowledge of HTML for these sections is assumed This session presents the information required to set up a stand-alone demo for e-Business Manager, and a demo script to show your customers the highlights of the product. Intended for certified e-Business Manager channel partners, knowledge of Microsoft Internet Information Server, and the e-Business Manager product are assumed. The intent of this session if to provide information needed to setup all of the components of e-Business Manager, on a laptop or other system, without the requirement for Internet connectivity, to demonstrate e-Business Manager. The methods used should not be used for a live implementation. This session presents the information required to set up a stand-alone demo for e-Business Manager, and a demo script to show your customers the highlights of the product. Intended for certified e-Business Manager channel partners, knowledge of Microsoft Internet Information Server, and the e-Business Manager product are assumed. The intent of this session if to provide information needed to setup all of the components of e-Business Manager, on a laptop or other system, without the requirement for Internet connectivity, to demonstrate e-Business Manager. The methods used should not be used for a live implementation.

    52. <#> Types of Customization Setting options in MAS 90 or MAS 200 Modifying or creating new style sheets Modifying the HTML templates

    53. <#> Customizing by Setting Options Setting options lets you control many aspects of e-Business Manager Images for buttons, links and other attributes Overall color scheme of the site Inserting HTML into category or Item descriptions This is the simplest method by which you can customize the look of your e-Business Manager site. The various options in ‘e-Business Manager Options’, and ‘Web Template Options’ allow you to control how buttons, links, bullets and other attributes are displayed on the final page. Installed “out-of-the-box.” The e-Business Manager pages use the default images supplied with the module, and use standard HTML buttons. You can specify new images to use within the e-Business Manager Options settings. For example, you can specify new banner and bullet images, specify an image instead of the HTML Button, and change the headings of the various item values, such as ‘Base Price’, and ‘Shopping Cart’. This is the simplest method by which you can customize the look of your e-Business Manager site. The various options in ‘e-Business Manager Options’, and ‘Web Template Options’ allow you to control how buttons, links, bullets and other attributes are displayed on the final page. Installed “out-of-the-box.” The e-Business Manager pages use the default images supplied with the module, and use standard HTML buttons. You can specify new images to use within the e-Business Manager Options settings. For example, you can specify new banner and bullet images, specify an image instead of the HTML Button, and change the headings of the various item values, such as ‘Base Price’, and ‘Shopping Cart’.

    54. <#> Modifying Style Sheets Modifying style sheets lets you set the properties for classes such as Fonts Colors Alignment Style sheets define ‘classes’ that are used in the HTML document

    55. <#> Editing Style Sheets No special tools required Notepad is a good tool for this Identifying the class to edit is hardest part The best way to do this is to use the style sheet preview. Notepad is a good tool for editing style sheets, and there are numerous CSS editors available on the Internet. The most difficult part about editing the style sheet is locating the class to edit. The best way to do this is by using the style sheet preview feature in e-Business Manager Options. This feature copies the selected style sheet to the ‘__test.css’ file to display the sample, so make sure to re-launch the preview page by clicking on the preview button, or your changes will not be visible. Notepad is a good tool for editing style sheets, and there are numerous CSS editors available on the Internet. The most difficult part about editing the style sheet is locating the class to edit. The best way to do this is by using the style sheet preview feature in e-Business Manager Options. This feature copies the selected style sheet to the ‘__test.css’ file to display the sample, so make sure to re-launch the preview page by clicking on the preview button, or your changes will not be visible.

    56. <#> Style Sheet Preview

    57. <#> Style Sheet Preview

    58. <#> Editing HTML Templates Powerful way to control how e-Business Manager looks and behaves Always make a backup Don’t change the basic functionality of the page Document changes in detail Editing HTML templates is a very powerful way to control the way your e-Business Manager site looks. Here are some basic rules for editing the HTML templates: Always make a backup copy of the template you are going to modify and rename it, otherwise it will be overwritten during an upgrade. The name of the customized template to use can be specified within ‘Template Maintenance.’ Don’t attempt to change the basic functionality of the page. Document any changes in detail to facilitate upgrades. Editing HTML templates is a very powerful way to control the way your e-Business Manager site looks. Here are some basic rules for editing the HTML templates: Always make a backup copy of the template you are going to modify and rename it, otherwise it will be overwritten during an upgrade. The name of the customized template to use can be specified within ‘Template Maintenance.’ Don’t attempt to change the basic functionality of the page. Document any changes in detail to facilitate upgrades.

    59. <#> Types of HTML Customization Three primary types: Adding existing fields to the template Adding UDFs to the template Changing the look and feel of the template There are several types of customization that you can be done by editing the HTML templates: Adding existing fields to the template Adding user defined fields (UDFs) to the template Changing the overall layout and look of the page Adding UDFs and existing fields to HTML templates is discussed in detail in appendix D of the e-Business Manager manual.There are several types of customization that you can be done by editing the HTML templates: Adding existing fields to the template Adding user defined fields (UDFs) to the template Changing the overall layout and look of the page Adding UDFs and existing fields to HTML templates is discussed in detail in appendix D of the e-Business Manager manual.

    60. <#> Customization Key Points Several ways to customize e-Business Manager Options Style sheets HTML Requiring a greater or lesser degree of technical knowledge. The proceeding are some simple examples of the type of customizations that can be performed by editing the HTML templates included with e-Business Manager. There are any number of customizations that can be performed, up to and including completely reformatting the page. With the right tools and knowledge, you can create some very sophisticated sites based on e-Business Manager. The proceeding are some simple examples of the type of customizations that can be performed by editing the HTML templates included with e-Business Manager. There are any number of customizations that can be performed, up to and including completely reformatting the page. With the right tools and knowledge, you can create some very sophisticated sites based on e-Business Manager.

    61. <#> Conclusion Key take-away is to use guides as a resource to be successful with e-Business Manager Partner File Center: MAS 90 and MAS 200 Product Information Send feedback on guides to: craig.jacobs@bestsoftware.com Questions?

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