Migration considerations from Hybris 4.2.x suite to Hybris 4.5.

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Migration from hybris 4.2.x to 4.5.x

TABLE OF CONTENTS
Revision History ........................................................................................................................................................................ 3 Objective ................................................................................................................................................................................... 3 1. Major Architecture changes .............................................................................................................................................. 4 1.1 1.2 Hybris Multichannel accelerator in hybris 4.4 release............................................................................................... 4 Rich B2C Experience for B2B Customers ................................................................................................................ 5

1.3 Self-Service: B2B Customer Account and Organization Management ........................................................................... 6 1.4 Export Data to Google Local ........................................................................................................................................... 7 2. Module changes................................................................................................................................................................ 7 2.1 New Improved Advanced Search and Navigation Module proved Advanced Search and Navigation Module 7 2.2 Endeca Search and Navigation Module .................................................................................................................. 8

2 3.B2B Module ..................................................................................................................................................................... 8 2.4 WCMS Module ................................................................................................................................................................ 9 2.5. Mobile Module - iOS SDK............................................................................................................................................... 9 2.6 Print Module .................................................................................................................................................................... 9 2.7 Customer Service Module ............................................................................................................................................. 10 2.8 Import Cockpit Module................................................................................................................................................... 10 3. Hybris CORE Platform API changes ............................................................................................................................... 11 3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.8 4. Service Layer Enhancements ................................................................................................................................. 11 Hybris extensions ................................................................................................................................................... 12 DynaTrace Integration ............................................................................................................................................ 12 hybris Administration Console (hAC), the new AdminWeb ..................................................................................... 13 New Caching Framework & Region Cache ............................................................................................................ 13 New Languages for Business Tools ....................................................................................................................... 13 Cockpit enhancements ........................................................................................................................................... 13 Third-party library updates ...................................................................................................................................... 14

FIXED ISSUES ............................................................................................................................................................... 15

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REVISION HISTORY Version/Change History Version 1.0 Modification Date January 29,2011 Modifier Deepesh Rastogi Change Description Reviewed & Updated all the sections

Verification Name Reviewed by: Approved by: Last Tested by: DeepeshRastogi@yahoo.com Date January 29,2011

OBJECTIVE

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Objective of this document is to suggest the considerations which need to be taken care of while moving from hybis 4.2.x version to hybris 4.5.x. Following considerations need to be taken care of while moving from hybris 4.2.x to hybris 4.5.x version

Major Architecture changes Module changes API changes Fixed issues

Some of the changes may not have impact as XXXX may not be using those modules like Print Module, Endeca Module, and so on. Care must be taken to fully functional test, performance test the application when the changes / migration have been done.

1. MAJOR ARCHITECTURE CHANGES

There have been big changes in the architecture across from hybris 4.2.x to hybris 4.5.x. It may not be required to change the current architecture and one should be able to move the application without changing the architecture of the application. Before changes are done, it is important for the application team to get the details of the changes and the migration path from Hybris. Following is the list of major changes
1.1 HYBRIS MULTICHANNEL ACCELERATOR IN HYBRIS 4.4 RELEASE

The much anticipated hybris Multichannel Accelerator makes its debut in 4.4 release. The hybris Multichannel Accelerator is the worlds first ready-to-use, product content management (PCM)-based multichannel solution that enables you to speed implementation, boost sales and increase growth across all channels. Designed with the main goal of making implementations easier and quicker, the hybris Multichannel Accelerator provides a ready to use web framework that enables you to jump-start your implementation and easily build and maintain a feature-rich multichannel commerce solution. Functionality can also be extended by adding other modules from the hybris Multichannel Suite such as Mobile or Print, there is no limitation.

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1.2

RICH B2C EXPERIENCE FOR B2B CUSTOMERS

Customers will find the B2C shopping experience on the B2B storefront a comfortable and familiar environment. Benefits include: Easy to find product volume pricing, which you can customize by customer organization Ability to leave and read customer reviews on product pages Include a deep level of product detail and multiple product images Stock availability visible at the item level Social media sharing straight from the product page Familiar cart functionality with the added ability to pay on account or credit card and include a purchase order number Ability to schedule orders for regular replenishment at the checkout or later from order history Ease of requesting and tracking a quote on an order at checkout Store locator functionality helps your customers to find your bricks and mortar stores

Customers benefit from managing a B2B store with features common to a B2C store: A robust selection of fully integrated merchandising tools such as promotions, cross-sells, upsells, and advanced personalization Creating special customer groups, e.g., regular customers or volume spenders to offer special pricing or promotions Full integration with the hybris Promotions and Advanced Personalization Modules Use of the Web Content Management System (WCMS) to create new websites on the fly using site wizards Configure multiple components of the website easily including: o o o o o o o o o o Mini Cart Featured Products or Catalog Top Navigation Facet Navigation Section Header Banner Image Banner Link List Image Carousel Banner Horizontal or Vertical Product Carousel Banner Information Component
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o o

Small Detail or Thumbnail Cross-/Up-Sell, product recommendation

1.3 SELF-SERVICE: B2B CUSTOMER ACCOUNT AND ORGANIZATION MANAGEMENT Customers can manage their account and company setup easily from the B2B storefront. Making the most of the hybris B2B functionality, key features include: Customer administrators can completely control their organization based on a structure they setup and which fits their company size and complexity. Spend controls are managed by the company administrator via Cost Centers and Budgets in order to limit the B2B customer organization's exposure to the B2B merchant. Customers can easily configure authorization workflows - users, their roles and approver status can be easily updated from storefront self service area. Each customer within an organization can manage their own account functions, such as: o o o o o o Personal details Account password Edit / remove delivery address Set default delivery address Set default payment method View historical orders

Company approvers are able to easily find and manage orders that need to be approved. A clear trail of comments remain within the order history. Customers can easily track or make changes to various aspects of their B2B orders in the selfservice area, such as: o o o Manage their quotes - check the status of pending quotes, approve, reject or ask for it to be quoted again Track their order history - view current order statuses Manage their order replenishment and schedules

B2B Account Managers will also benefit from the new B2B Admin Perspective in the Administration Cockpit (Please visit the B2BAdmin Perspective Guide for further details) where they can use a new wizard to create an organization and another to manage the quote approval process.

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1.4 EXPORT DATA TO GOOGLE LOCAL B2C and B2B product data can be exported to Google Local to associate with your physical store(s). The export is configured and performed per web store and can thus include multiple product catalogs. Configuration and triggering of export tasks is done by the business user via the standard business tools. The exported product data is complete (in that it matches Google's requirements) and carries a valid link to the storefront. Product images are also exported (as URLs).

2. MODULE CHANGES 2.1 NEW IMPROVED ADVANCED SEARCH AND NAVIGATION MODULE PROVED ADVANCED SEARCH AND NAVIGATION MODULE

This release contains a new hyend2 extension which provides the following additional features: The data export now runs via the (web service driven) Endeca record store interface Support for multiple language configurations o o which can have different schema/taxonomy definitions with different update intervals

Fully configurable through the Administration Cockpit Support for Spring Integration as an enterprise integration pattern Cron jobs for continuously updating the data User triggered updates (hot-update) via a wizard Improved logging and validation during indexing time

The hybris Search & Navigation module offers the navigation technique for accessing a collection of available information by narrowing down long lists of objects to a manageable size. With this release we have introduced the following new features: Direct access to a SOLR query - Developers can directly access the SOLR query to modify the search and use advanced SOLR features not available through the S&N API. Please visit the Updated solrfacetsearch Extension Guide for further details Custom mapping of SOLR search results - Developers can supply a custom DTO and a custom result converter to obtain additional information returned from SOLR that is not available

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through the standard S&N API. Please visit theUpdated solrfacetsearch Extension Guide for further details. Multi-Select of Facet Values - When refining search results, users can select multiple values for a facet. Visit the updated SolrFacetSearch - Configuration Guide for further details. This release now supports SOLR Version 3.4. Please visit the Solr Server Migration Guide for full details.

2.2

ENDECA SEARCH AND NAVIGATION MODULE

The 4.5 release provides the following additional features: Management of precedence rules - Precedence rules enable users to use the guided navigation features. They highly enhance the user experience while navigating through the huge number of categories that hold sub-categories or belong to other super-categories in the complex navigation structures. Business users can define precedence rules in the admin cockpit to define relations between dimension, eg. only show this dimension if that dimension value is already selected. Management of ranges and range values - Business users can define ranges and range values for indexed attributes, eg. a price range

2 3.B2B MODULE New features included in this release are: Quote Negotiation This functionality permits a more fluid pricing structure by providing a negotiation framework for merchants and customers to negotiate the total price of an order: Strategies to define whether an order can be submitted for the quote negotiation process Provision of a quote negotiation process for account managers and B2B customers Ability to sell unpriced products (through allowing both parties to negotiate the price)

Credit management This functionality allows the merchant to ensure good cash flow by limiting the credit given to each of its B2B customers: Control of credit limits permitted to B2B customers Management of alerting mechanisms
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Ability to group similar B2B units to use the same set of credit limits and credit alerts

Note: The b2bcommerce and b2bapprovalprocess extensions have been migrated to the service layer.

2.4 WCMS MODULE Introduction of a new classic tree/menu navigation: Adding new navigation nodes Editing the navigation nodes within the navigation perspective Browsing the navigation nodes within the navigation perspective Page preview can be disabled or enabled for certain page types

2.5. MOBILE MODULE - IOS SDK With this release, hybris offers a fully integrated iOS SDK that allows developers to quickly create a native iPhone or iPad application without a deep knowledge of the hybris platform. Native applications are seamlessly integrated into the hybris eCommerce logic and can take advantage of mobile device capabilities such as accessing contact details, GPS, camera features, and others. This first release of the iOS SDK provides the following capabilities: Free text search Refine search Product search by code

2.6 PRINT MODULE This release of the print module contains the newly added Comment Layer, which provides the following beneficial features: Creation and positioning of comments in the Print Cockpit on an inDesign page preview Moving comment (X/Y coordinates) with drag & drop Comment thread

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Comment list view in Context area o o Toggle visibility of comment on or off Set editing status of comment

2.7 CUSTOMER SERVICE MODULE

Use of new commerce services. The customer service module will make use of the same set of services as the Multichannel Accelerator. Handling of multiple stores - Customer service agents can select a store, which affects available languages and currencies.

2.8 IMPORT COCKPIT MODULE The hybris Import Cockpit Module enables the user to import data into the hybris Platform using a CSV source file without the need of specifying an ImpEx import script. Features include: Mapping Perspective: o o o Various object types for mapping and import supported, including associated subtypes: Product, Media, Category, Customer, Employee, Company, Classification. Three import modes supported: INSERT, INSERT_UPDATE and UPDATE Various attribute types supported: basic String fields, localized String fields, enumeration types, composed types, collections, classification features, "partOf" attributes Mapping creation through drag-and-drop of source data columns and target type attributes

Job Perspective: o o o Creation and administration of import cronjobs Execution of import cronjobs Monitoring of import cron jobs
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Visit the Import Cockpit Module homepage for full details. 3. HYBRIS CORE PLATFORM API CHANGES At the core of all hybris products lies the hybris Platform - the highly optimized, massively scalable foundation on which developers can quickly build high-performance solutions. The Platform includes all core functionality such as the Servicelayer, the build framework and the hybris-optimized server. A key concept of the hybris Platform is that it be easy and intuitive to build upon, while maintaining excellent performance and scalability.

3.1

SERVICE LAYER ENHANCEMENTS

The following areas of the Platform have been migrated to the ServiceLayer. Internationalization and Localization (Doc) Catalog ([Doc], Extensibility of Catalog Framework) Category (Doc) Comments Commons (Doc) Cronjob (Technical Guide, HelloWorldCronJob Tutorial ,How to Define a Custom CronJobFactory) Enumeration (Working with Enumerations) FlexibleSearch (Doc, Restrictions) GenericSearch (Doc) Media (Doc) Order (Extensibility of Order Framework, Ordering Process) Product (Doc) User (Doc, Managing Users and User Groups) Access Rights (Doc, Managing and Checking Access Rights) Variants (Doc) Workflow (Doc) Dynamic Attributes as a replacement for Jalo attributes; see Dynamic Attributes for details.

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Classification Value Handling - Provide full class resolving and value handling in the hybris ServiceLayer API, which allows for replacing strategies for potentially more efficient project driven implementations. Please click here for further details. ImpEx - Make ImpEx use the hybris ServiceLayer API for all CRUD operations as default. This way no Jalo logic is required any longer to adjust data for ImpEx. Visit the updated ImpEx - User Guide for further details. Platform Filters - Replacement for Jalo-based HybrisInitFilter and related classes. Spring driven Filter Chain architecture where each hybris init feature can be easily add, removed and configured. Please visit the Platform Filters documentation for further details. Dependent Catalogs Synchronization - Standard solution for well-know synchronization problems when using more than one staged-online catalog with connected data. The new feature allows to make sync jobs being aware of each other to ensure 'online' catalog items being correctly linked. See Dependent Synchronization for details. See DemoTests for examples of how to use some of the services in the hybris ServiceLayer API.

3.2

HYBRIS EXTENSIONS

The following hybris extensions have been completely migrated to the ServiceLayer. CMS2 (Doc) CSCockpit / Ticketsystem (Doc)

3.3

DYNATRACE INTEGRATION 4.5 will ship with a special edition of dynaTrace, called the dynaTrace hybris edition. DynaTrace is the market leader for application performance monitoring solutions and the free edition shipped with hybris will allow you to monitor the system and transaction information of production hybris instances. The preconfigured dashboards that are included in this edition include: System Utilization Page Category Performance Single Transaction Performance Search Transaction Performance Business Impact Searches and Orders Transaction Errors

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The integration works best in conjunction with the hybris Multichannel Accelerator, as specific dashboards have been designed for use with the Accelerator. Please visit the dynaTrace documentation for further details.

3.4

HYBRIS ADMINISTRATION CONSOLE (HAC), THE NEW ADMINWEB

The hybris Administration Console has been completely redesigned and developed from scratch using state of the art technology. It now uses a state of the art Spring MVC-based architecture and makes a lot of use of elements of HMTL5, CSS3 and JavaScript. Besides the new architecture and design, the purpose of this central web application is still the administration, monitoring and configuration of the hybris Multichannel Suite. The key new features include: Quicksearch and Quicklinks: allows you to quickly navigate to the desired feature page using the quick search box on each page or the quick links presented on the homepage of the hAC AJAX-based updates: background updates for information such as cache usage, system performance, etc. It allows you to keep the current page open and information on it will automatically refresh. Groovy Web Console: the Groovy Web Console allows you to run Groovy code in the running system and can be used during development and for debugging.

Please visit the hybris Administration Console End User Guide for full details 3.5 NEW CACHING FRAMEWORK & REGION CACHE A new Caching Framework has been integrated into the hybris Platform, allowing custom Cache implementations to be plugged into the platform. The default Cache implementation for the new Caching Framework is the Region Cache, which supports fine grained cache control and lets you configure cache regions (each with its own cache size, eviction strategy, cache implementation, and list of types to be cached in this region) to optimize the performance of your system. For more information on how to configure the new Region Cache, please visit Region Cache 3.6 NEW LANGUAGES FOR BUSINESS TOOLS The hybris Multichannel Suite 4.5 is available in three new languages: Chinese (simplified), Portuguese (for Brazil), and Italian. All in all, seven languages are now supported including English, German, French, and Japanese. 3.7 COCKPIT ENHANCEMENTS

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User Interface Configuration Automatically store user interface changes made during runtime o o Minimize need to manually edit XML configuration files Easy-to-use "visual" configuration of the UI

Improved fallback mechanism for UI configurations o Reduce need for creating new XML configuration files when adding new types

Admin perspective o o hmc like workflow in Cockpits: Allows users to search for and edit items of any type (type selector) Can be configured for any Cockpit application. Available in the Admin Cockpit by default.

Usability Improvements (All Cockpits): A new mode of visualization called Inspector. This provides text and read only data information for any selected item, on the first sight Coverage status: Showing the progress status on any item and its data, according to necessary validation, on the first sight Notification of new workflow/message/task on the first sight on the header of the inbox section Visual design improvements o o o o o Design and appearance change New icons and symbols Separation between status indications and functions for an item First stage of a toolbar for functions Focus feedback on hovering items

3.8

THIRD-PARTY LIBRARY UPDATES

Please find below a list of updated jars / components, which are shipped as part of the hybris Platform.

3.8.1 Added
JCIP Concurrency Annotations Mockito mocking framework 1.8.5 Quartz 1.8.4

3.8.2 Updated
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Apache Ant 1.8.2 Apache Commons-IO 2.0.1 hybris Server is now based on Apache Tomcat 6.0.32 Oracle JDBC Driver 11.2.0.2.0 Spring tcServer 2.1.1.SR01

Numerous jars are updated including: annotations-1.3.8.jar, aopalliance-1.0.jar, bcprov-jdk15-1.38.jar, commons-email-1.2.jar, commons-fileupload-1.2.1.jar, edtFTPj-1.5.3.jar , fest-assert-1.4.jar, fest-util-1.1.6.jar, guava-r09.jar, hybris-xalan-2.7.0.jar, hybriskey-1.0.jar , jboss-serialization-1.0.3.GA.jar, jcipannotations-1.0.jar, joda-time-1.6.2.jar , jsr305-1.3.8.jar, log4j-1.2.16.jar , mime-util2.1.3.jar, spring 3.0.5.RELEASE jars, spring-integration 2.0.4 jars, ehcache-core2.4.1.jar

3.8.3 Removed
Jarbrowser 1.0

4. FIXED ISSUES Please see the fixed issues in the below links https://jira.hybris.com/secure/IssueNavigator.jspa?reset=true&jqlQuery=fixVersion%3D%224.3 %22+AND+category+%3D+%22hybris+Multichannel+Suite%22+AND+resolution%3DFixed+ORDE R+by+priority+DESC https://jira.hybris.com/secure/IssueNavigator.jspa?reset=true&jqlQuery=fixVersion%3D%224.4 %22+AND+category+%3D+%22hybris+Multichannel+Suite%22+AND+resolution%3DFixed https://jira.hybris.com/secure/IssueNavigator.jspa?reset=true&jqlQuery=fixVersion%3D%224.5 %22+AND+category+%3D+%22hybris+Multichannel+Suite%22+AND+resolution%3DFixed

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