Set Up Your System

This tutorial guides you through the Dev Center workflow. At the end of this tutorial, you’ll be able to administer users and development assets on the Kibo eCommerce platform for your organization.

Request a Dev Account

Go here and fill out the form to request a demo. A Kibo eCommerce representative will contact you with more information about a Dev Account. After Kibo eCommerce provisions your Dev Account, you’ll receive an email invitation with instructions for logging in to Dev Center. The person who receives this email invitation is the Dev Account Owner, which is a role that is granted administrative permissions.

Configure Account Information

The Dev Account Owner should configure contact details for your organization.

  1. Go to http://developer.mozu.com/login.
  2. Click Console and enter your login credentials.
  3. Click your Developer Account.
  4. Click Settings > Account Info
  5. Enter your contact details and click Save.

Invite Users

The Dev Account Owner should invite users so your team can begin development.

  1. Log in to Dev Center.
  2. Click the drop-down arrow beside the name of your DevAccount in the upper-right corner and click Users > Invite Users.
  3. Enter the user’s email address.
  4. Select a role from the drop-down menu.
  5. Click Save.

Note: Inviting users sends an email to the specified recipient with a confirmation link. The invitation remains in a pending status until the recipient confirms or declines the invitation.

You should consider what role a user needs before inviting them to your Dev Center account. A role is a collection of permissions that defines what a user can do in Dev Center. A user can have different roles in multiple Dev Accounts, but can only perform the behaviors of the role associated with that specific Dev Account. For example, in Dev Account A, if you define Steven as a Lead Developer, but in Dev Account B, you define Steven as a Marketer, he cannot perform the marketing role in Dev Account A. Behaviors within a role are predefined, so users cannot add or remove behaviors from a role.

Create a Project

Projects are optional, but Kibo eCommerce recommends creating them to group all sandboxes, applications, themes, and team members associated with a particular body of work. Having one location to view and manage the items associated with a project makes managing the project easier. If you are a Kibo eCommerce partner, we strongly recommend you create a project for each of your clients.

Note: Assign the Project Manager role to a user in your organization to restrict project administration permissions. Refer to Roles and Permissions for more information.

To create a project:

  1. Log in to Dev Center.
  2. Click Projects > Create Project.
  3. Enter a name for the project and click Save.
  4. Double-click the project in the grid to open the project Home page.
  5. Define the parameters of your work and add team members.
  6. Create new or add existing sandboxes, applications, and themes to the project by clicking in each section of the left pane.
  7. Tip: Clicking a sandbox, application, or theme in the left pane displays an editor for the selected item so you can take further action (e.g., install applications/themes on a sandbox, add users to a sandbox, configure application behaviors, and review theme assets).

Develop Applications and Themes

Now that your development team has access to Dev Center and their roles are defined, they can begin developing applications and themes. You can also browse third-party applications and install them on a sandbox from the Kibo eCommerce App Marketplace instead of developing custom applications. Refer to the following topics for more information:

Test Your Code

To test application and theme assets you’ve developed, you must install them on the sandbox. A sandbox simulates a Kibo eCommerce production environment, but is used exclusively for testing and is maintained separately from production environments. There is no limit to the number of sandboxes you can create. Use this section to understand how to provision a sandbox, install your development assets, and view the sandbox.

Provision a Sandbox

  1. Log in to Dev Center.
  2. Click Sandboxes > Create Sandbox.
  3. Enter a name to identify the sandbox.
  4. Select a template from the drop-down menu. The type of template you select depends on the type of testing you need to conduct:
    • To quickly set up a new environment with a pre-configured master catalog, catalog, and site defaults, select a Kibo eCommerce-supplied template (displayed in blue in the template drop-down list).
    • To clone one of your existing sandboxes, select it from the template list (displayed in black in the template drop-down list).
    • To build your own master catalog, catalogs, and sites, start with a blank environment by selecting None from the template drop-down list.
  5. Select the locale, currency, and country codes for the site’s catalog.
  6. Click Save.

Caution: Provisioning a sandbox grants all current Dev Account users the SuperAdmin role on that sandbox, which means they can modify the sandbox within Dev Center and Admin. However, if you invite a user to your Dev Account after provisioning a sandbox, the user is denied access to that sandbox and all other sandboxes associated with your Dev Account. The Dev Account Owner or Project Manager roles should administer user access to sandboxes from within the designated project.

Install Development Assets on a Sandbox

  1. Log in to Dev Center.
  2. Click Develop > Applications or Develop > Themes (depending on the type of asset you want to install).
  3. Locate your application or theme in the grid, right-click it, and select Edit.
  4. Click Install.
  5. Select your sandbox and click OK.

Newly installed applications must also be enabled in Admin. To enable an application:

  1. Log in to Dev Center
  2. Click Sandboxes.
  3. Locate your sandbox in the grid, right-click it, and select View.
  4. If prompted, log in to Admin.
  5. Click Settings > Applications.
  6. Click on your application.
  7. Click Enable.

View a Sandbox

  1. Log in to Dev Center.
  2. Click Sandboxes.
  3. Locate your sandbox in the grid, right-click it, and select View.
  4. If prompted, log in to Admin.

Viewing a sandbox opens an instance of Admin. For theme development, go to Site Builder to apply and preview your theme. For application development, go to the menu item associated with your application's function.

Set up Sandbox as a Golden Sandbox

Golden sandboxes are sandboxes that cannot be archived or deleted even if no user accesses it for a long time. This is useful for maintaining active sandboxes that you can use as a template for cloning new sandboxes. Currently sandboxes are not being automatically archived/deleted, but this feature is being added to support that functionality in the future.

To set up a sandbox as a golden sandbox:

  1. Log in to Dev Center.
  2. Click Sandboxes.
  3. Locate your sandbox in the grid, right-click it, and select Edit.
  4. Select the Details tab.
  5. Under the Sandbox Users table, select the Set as Golden Sandbox checkbox.

You can check whether a sandbox is a golden sandbox on the Sandboxes tab in Dev Center. Golden sandboxes will have a flag icon in the unnamed column on the left side of the grid.

Clone Production to Sandbox

If you wish to clone a production environment to a sandbox to test changes, you can use the Import/Export application to extract the data and populate an empty sandbox.

  1. Create a new sandbox from a blank template.
  2. After the sandbox is created, go to Catalog/sites and match the names/structure with the production tenant setup.
  3. Install the Import/Export application on the new sandbox.
  4. Go to System -> Applications -> Import/Export Application 2.0 and enable the application.
  5. Refresh the page and verify that you can see the Import/Export menus under Main.
  6. Go to production and export the following data:
    1. Main -> Catalog -> Import/Export, and export all data.
    2. Main -> Site Builder -> Import/Export, and export all data.
  7. While the export is running on production, go back to the sandbox.
  8. Go to System -> Payment Gateways.
    1. Configure the test gateways.
  9. Go to System -> Payment Types.
    1. Configure payment types and third party payments to match with production.
  10. Go to System -> General Settings.
    1. Enter the General./Email/Storefront/Analytics tools information.
  11. Download the exported data from the production tenant (.xls or .zip file, if using csv).
  12. Go to Sandbox.
  13. Go to Main -> Catalog -> Import/Export.
  14. Upload the file to start the import process.
  15. Depending on the size of data, this could take a while. You can monitor progress by going to the Logs tab.
  16. Once the import is done, go to System -> Shipping.
    1. Go to Carrier.
      1. Set fulfillment options.
      2. Set shipping methods and rates.
    2. Go to Product Rules.
      1. Create rules to match with production.
    3. Go to Methods.
      1. Match the shipping methods, product fee, and order fee to production.
    4. Go to Zones.
      1. Match the zones to production.
  17. Install the theme version currently in production from Dev Center.
  18. Go to Main -> Site Builder -> Import/Export
    1. Upload the file that was downloaded from the Site Builder export.
    2. If the Publishing settings for content are set to Staged (under System -> Publishing):
      1. Go to Main -> Publishing -> Drafts
      2. Publish all draft changes for the theme.
  19. If there are lot of customer segments in prod that you need to replicate to sandbox:
    1. Go to Main -> Customers -> Import/Export.
    2. Export only the customer segments.
    3. Once the export is done, download the file and import it into the sandbox.