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How-To Tutorials - CMS and E-Commerce

830 Articles
article-image-shopify-announces-fulfillment-network-video-and-3d-model-assets-custom-storefront-tools-and-more
Vincy Davis
20 Jun 2019
6 min read
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Shopify announces Fulfillment network, video and 3D model assets, custom storefront tools and more!

Vincy Davis
20 Jun 2019
6 min read
At the ongoing Shopify Unite 2019 conference, Shopify has announced a number of new products like Fulfillment network, video and 3D model assets, custom storefront tools, new online store design experience and others. Most of these products will be launched later this year. Here are the major highlights: Shopify Fulfillment Network Shopify Fulfillment Network, will be a dispersed network of fulfillment centers which uses machine learning to automatically select the optimal inventory quantities per location, as well as the closest fulfillment option for each of the customers’ shipments. Once available, it will be possible to simply install the app, select the products, get a quote, and begin selling the products. Entrepreneurs will be able to provide fast, low-cost delivery to their customers while maintaining ownership of customer data and a branded shipping experience. A single back office A merchants order, inventory, and customer data will stay synced and up-to-date across all warehouse locations and channels. Recommended warehouse locations To save costs on shipping, it will be possible to find the best locations, based on where the sales are coming from. Low stock alerts When inventory runs low, merchants will know when to replenish to continue meeting demands. 99.5% order accuracy The correct package will be chosen and out the door on time, with good accuracy. Hands-on warehouse help A dedicated account manager will assist the merchant in finding the best path, to reach their customers so the costs can be kept low. Shopify Fulfillment Network is currently available in the United States, and interested merchants can apply for early access. https://twitter.com/treklightgear/status/1141406217815724034 Native support to video and 3D model assets Shopify’s product will natively support video and 3D model assets, thus adding a new dimension to products and providing a richer purchase experience for customers. This feature is expected to be released later this year. Manage media through a single location It will now be possible to upload, access, and store video and 3D models from the same place where the images are being managed currently. Deploy through the new Shopify video player Users can use, one of the 10 starter themes, to easily display video 3D models using the new Shopify player for video or the viewer for Shopify AR. New editor apps Shopify is inviting partners and developers to create additional apps and custom integrations to open up new ways, to create and modify images, videos, and AR experiences. https://twitter.com/Scobleizer/status/1141456478496161797 https://twitter.com/thewakdesigns/status/1141607172670926848 New Online Store Design Experience The new online store design will provide entrepreneurs, with more options for customization. This will give them more control over the layout and aesthetic of their store. This feature is expected to be released later this year. Easier customization at the page and store level Any page can now be customized by using sections, just like the homepage. It is also now possible for users to save time by setting content on multiple pages, using master pages. Portable content that moves with you From now on, users will not have to make a duplicate of their theme or move content over manually. The shop’s content will follow the owner so that they are able to make changes, like downloading a new version or trying out a new one. A new workspace to update your store It will now be possible to edit and preview updates before publishing. Any minor tweak or major changes can be done in a new space to draft changes. Custom storefront tools Shopify’s Storefront API allows customers to use the custom storefront tools to free their storefront from certain back-end dependencies. This gives customers the flexibility to sell anywhere and in any way they want. This feature is more exciting for more complex or niche businesses that use the web, mobile, gaming, and other interactive mediums as storefronts to reach their customers. Shopify merchants have already started to use the Storefront API’s. For example, NTWRK hosted a live stream shopping show using Shopify’s Storefront API. Connect microservices to create personalized experiences Third-party shipping services can be used for blogs, storefront, and product pages or accurate shipment alerts Turn the world into your storefront Entrepreneurs can engage with their customers through vending machines, live streams, smart mirrors, voice shopping, and more. Speedy and scalable to have development teams work in parallel The flexible architecture will enable the development teams to create the experiences and storefronts, according to their vision. Interested merchants can create custom experiences on the customer storefront tools website. https://twitter.com/CarloTeran/status/1141475420904157185 Customer loyalty with retail shoppers With the new Shopify Point of Sale cart app extensions, users can apply and edit loyalty and promotional details directly from the customer cart. Apply discounts lightning-quick The number of clicks needed to apply a discount has been reduced to one, thus saving users 10 seconds for each sale on average. Important information at your fingertips Key customer details, from birthdays to reward milestones will surface automatically and in-context, so the merchants or their staff won’t have to navigate to the apps to get alerts. More flexibility Shopify’s app partners will give merchants the flexibility to pick a program that works best for their customer experience, like rewarding a long-time customer, online or in-store. Interested merchants can learn more about the apps on the POS Loyalty and Promotion Apps website. https://twitter.com/ShawnBouchard/status/1141483355252199425 Shopify Payments in multiple currencies and languages From this year onwards, merchants can run their business in their own preferred language. Shopify is already available in French, German, Japanese, Italian, Brazilian Portuguese, and Spanish. Additionally, Shopify will be available in 11 additional languages like Dutch, Simplified Chinese, and more. Also, Shopify Payments will enable selling in multiple currencies and will be globally available to all Shopify merchants later this year. The displayed prices will use simple rounding rules and automatically adjust based on current foreign -exchange rates. Soon shoppers will be able to convert between nine major currencies -GBP, AUD, CAD, EUR, HKD, JPY, NZD, SGD, and USD, thus using their preferred way to pay. https://twitter.com/anthonycook/status/1141392464818900996 Users of Shopify are obviously quite elated with all the announcements. People also touted this as Shopify’s way to combat Amazon, its main competitor in the market. https://twitter.com/tomfgoodwin/status/1141434508257964032 Visit the Shopify blog, for more details. Read More Why Retailers need to prioritize eCommerce Automation in 2019 5 things to consider when developing an eCommerce website Through the customer’s eyes: 4 ways Artificial Intelligence is transforming ecommerce
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article-image-its-black-friday-but-whats-the-business-and-developer-cost-of-downtime
Richard Gall
23 Nov 2018
4 min read
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It's Black Friday: But what's the business (and developer) cost of downtime?

Richard Gall
23 Nov 2018
4 min read
Black Friday is back, and, as you've probably already noticed, with a considerable vengeance. According to Adobe Analytics data, online spending is predicted to hit $3.7 billion over this holiday season in the U.S, up from $2.9 billion in 2017. But while consumers clamour for deals and businesses reap the rewards, it's important to remember there's a largely hidden plane of software engineering labour. Without this army of developers, consumers will most likely be hitting their devices in frustration, while business leaders will be missing tough revenue targets - so, as we enter into Black Friday let's pour one out for all those engineers on call and trying their best to keep eCommerce sites on their feet. Here's to the software engineers keeping things running on Black Friday Of course, the pain that hits on days like Black Friday and Cyber Monday can be minimised with smart planning and effective decision making long before those sales begin. However, for engineering teams under-resourced and lacking the right tools, that is simply impossible. This means that software engineers are left in a position where they're treading water, knowing that they're going to be sinking once those big days come around. It doesn't have to be like this. With smarter leadership and, indeed, more respect for the intensive work engineers put in to make websites and apps actually work, revenue driving platforms can become more secure, resilient and stable. Chaos engineering platform Gremlin publishes the 'true cost of downtime' This is the central argument of chaos engineering platform Gremlin, who we've covered a number of times this year. To coincide with Black Friday the team has put together what they believe is the 'true cost of downtime'. On the one hand this is a good marketing hook for their chaos engineering platform, but, cynicism aside, it's also a good explanation of why the principles of chaos engineering can be so valuable from both a business and developer perspective. Estimating the annual revenue of some of the biggest companies in the world, Gremlin has been then created an interactive table to demonstrate what the cost of downtime for each of those businesses would be, for the length of time you are on the page. For 20 minutes downtime, Amazon.com would have lost a staggering $4.4 million. For Walgreens it's more than $80,000. Gremlin provide some context to all this, saying: "Enterprise commerce businesses typically rely on a complex microservices architecture, from fulfillment, to website security, ability to scale with holiday traffic, and payment processing - there is a lot that can go wrong and impact revenue, damage customer trust, and consume engineering time. If an ecommerce site isn’t 100% online and performant, it’s losing revenue." "The holiday season is especially demanding for SREs working in ecommerce. Even the most skilled engineering teams can struggle to keep up with the demands of peak holiday traffic (i.e. Black Friday and Cyber Monday). Just going down for a few seconds can mean thousands in lost revenue, but for some sites, downtime can be exponentially more expensive." For Gremlin, chaos engineering is clearly the answer to many of the problems days like Black Friday poses. While it might not work for every single organization, it's nevertheless true that failing to pay attention to the value of your applications and websites at an hour by hour level could be incredibly damaging. With outages on Facebook, WhatsApp, and Instagram happening earlier this week, these problems aren't hidden away - they're in full view of the public. What does remain hidden, however, is the work and stress that goes in to tackling these issues and ensuring things are working as they should be. Perhaps it's time to start learning the lessons of Black Friday - business revenues will be that little bit healthier, but engineers will also be that little bit happier. 
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article-image-5-things-consider-developing-ecommerce-website
Johti Vashisht
11 Apr 2018
7 min read
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5 things to consider when developing an eCommerce website

Johti Vashisht
11 Apr 2018
7 min read
Online businesses are booming and rightly so – this year it is expected that 18% of all UK retail purchases will occur online this year. That's partly because eCommerce website development has got easy - almost anyone can do it. But hubris might be your downfall; there are a number of important things to consider before you start to building your eCommerce website. This is especially true if you want customers to keep coming back to your site. We’ve compiled a list of things to keep in mind for when you are ready to build an eCommerce store. eCommerce website development begins with the right platform and brilliant Design Platform Before creating your eCommerce website, you need to decide which platform to create the website on. There are a variety of content management systems including WordPress, Joomla and Magento. Wordpress is a versatile and easy to use platform which also supports a large number of plugins so it may be suitable if you are offering services or only a few products. Platforms such as Magento have been created specifically for eCommerce use. If you are thinking of opening up an online store with many products then Magento is the best option as it is easier to manage your products. Design When designing your website, use a clean, simple design rather than one with too many graphics and incorporate clear call to actions. Another thing to take into account is whether you want to create your own custom theme or choose a preselected theme and build upon it. Although it can be pricier, a custom theme allows you to add custom functionality to your website that a standard pre-made theme may not have. In contrast, pre-made themes will be much cheaper or in most cases free. If you are choosing a pre-made theme, then be sure to check that it is regularly updated and that they have support contact details in case of any queries. Your website design should also be responsive so that your website can be viewed correctly across multiple platforms and operating systems. Your eCommerce website needs to be secure A secure website is beneficial for both you and your customers. With a growing number of websites being hacked and data being stolen, security is the one part of a website you cannot skip out on. An SSL (Secure Sockets Layer) certificate is essential to get for your website, as not only does it allow for a secure connection over which personal data can be transmitted, it also provides authentication so that customers know it’s safe to make purchases on your website.  SSL certificates are mandatory if you collect private information from customers via forms. HTTPS – (Hyper Text Transfer Protocol Secure) is an encrypted standard for website client communications. In order to for HTTP to become HTTPS, data is wrapped into secure SSL packets before being sent and after receiving the data. As well as securing data, HTTPS may also be used for search ranking purposes. If you utilise HTTPS, you will have a slight boost in ranking over competitor websites that do not utilise HTTPS. eCommerce plugins make adding features to your site easier If you have decided to use Wordpress to create your eCommerce website then there are a number of eCommerce plugins available to help you create your online store. Top eCommerce plugins include WooCommerce, Shopify, Shopp and Easy Digital Downloads. SEO attracts organic traffic to your eCommerce site If you want potential customers to see your products before that of competitors then optimising your website pages will aid in trying to be on the first page of search results. Undertake a keyword research to get the words that potential customers are most commonly using to find the products you offer. Google’s keyword planner is quite helpful in managing your keyword research. You can then add relevant words to your product names and descriptions. Revisit these keywords occasionally to update them and experiment with which keywords work better. You can improve your rankings with good page titles that include relevant keywords. Although meta descriptions do not improve ranking, it’s good to add useful meta descriptions as a better description may draw more clicks. Also ensure that the product URLs mirror what the product is and isn’t unnecessarily long. Other things to consider when building an eCommerce website You may wish to consider additional features in order to increase your chance of returning visitors: Site speed If your website is slow then it’s likely that customers may not return for a repeat purchase if it takes too long for a product to load. They’ll simply visit a competitor website that loads much faster. There are a few things you can do to speed up your website including caching and using in memory technology for certain things rather than constantly accessing the database. You could also use fast hosting servers to meet traffic requirements. Site speed is also an important SEO consideration. Guest checkout 23% of shoppers will abandon their shopping basket if they are forced to register an account. Make it easier for customers to purchase items with guest checkout. Some customers may not wish to create an account as they may be limited for time. Create a smooth, quick transaction process by adding the option of a guest checkout. Once they have completed their checkout, you can ask them if they would like to create an account. Site search Utilise search functionality to allow users to search for products with the ability to filter products through a variety of options (if applicable). Pain points Address potential concerns customers may have before purchasing your products by displaying information they may have concerns or queries about. This can include delivery options and whether free returns are offered. Mobile optimization In 2017 almost 59% of ecommerce sales occurred via mobile. There is an increasing number of users who now shop online using their smart phones and this trend will most likely grow. That’s why optimising your website for mobile is a must. User-generated reviews and testimonials Use social proof on your website with user reviews and testimonials. If a potential customer reads customer reviews then they are more likely to purchase a product. However, user-generated reviews can go both ways – a user may also post a negative review which may not be good for your website/online store. Related items Showing related items under a product is useful for customers who are looking for an item but may not have decided what type of that particular product they want. This is also useful for when the main product is out of stock. FAQs section Creating an FAQ section with common questions is very useful and saves both the customer and company time as basic queries can be answered by looking at the FAQ page. If you're starting out, good luck! Yes, in 2018 eCommerce website development is pretty easy thanks to the likes of Shopify, WooCommerce, and Magento among others. But as you can see, there’s plenty you need to consider. By incorporating most of these points, you will be able to create an ecommerce website that users will be able to navigate through easily and find the products or services they are looking for.
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article-image-introduction-wordpress-plugin
Packt
22 Feb 2018
13 min read
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Introduction to WordPress Plugin

Packt
22 Feb 2018
13 min read
In this article, Yannick Lefebvre, author of Wordpress Plugin Development Cookbook, Second Edition will cover the following recipes: Creating a new shortcode with parameters Managing multiple sets of user settings from a single admin page WordPress shortcodes are a simple, yet powerful tool that can be used to automate the insertion of code into web pages. For example, a shortcode could be used to automate the insertion of videos from a third-party platform that is not supported natively by WordPress, or embed content from a popular web site. By following the two code samples found in this article, you will learn how to create a WordPress plugin that defines your own shortcode to be able to quickly embed Twitter feeds on a web site. You will also learn how to create an administration configuration panel to be able to create a set of configurations that can be referenced when using your newly-created shortcode. Creating a new shortcode with parameters While simple shortcodes already provide a lot of potential to output complex content to a page by entering a few characters in the post editor, shortcodes become even more useful when they are coupled with parameters that will be passed to their associated processing function. Using this technique, it becomes very easy to create a shortcode that accelerates the insertion of external content in WordPress posts or pages by only needing to specify the shortcode and the unique identifier of the source element to be displayed. We will illustrate this concept in this recipe by creating a shortcode that will be used to quickly add Twitter feeds to posts or pages. How to do it... Navigate to the WordPress plugin directory of your development installation. Create a new directory called ch3-twitter-embed. Navigate to this directory and create a new text file called ch3-twitter-embed.php. Open the new file in a code editor and add an appropriate header at the top of the plugin file, naming the plugin Chapter 2 - Twitter Embed. Add the following line of code to declare a new shortcode and specify the name of the function that should be called when the shortcode is found in posts or pages: add_shortcode( 'twitterfeed', 'ch3te_twitter_embed_shortcode' ); Add the following code section to provide an implementation for the ch3te_twitter_embed_shortcode function: function ch3te_twitter_embed_shortcode( $atts ) { extract( shortcode_atts( array( 'user_name' => 'ylefebvre' ), $atts ) ); if ( !empty( $user_name ) ) { $output = '<a class="twitter-timeline" href="'; $output .= esc_url( 'https://twitter.com/' . $user_name ); $output .= '">Tweets by ' . esc_html( $user_name ); $output .= '</a><script async '; $output .= 'src="//platform.twitter.com/widgets.js"'; $output .= ' charset="utf-8"></script>'; } else { $output = ''; } return $output; }. Save and close the plugin file. Log in to the administration page of your development WordPress installation. Click on Plugins in the left-hand navigation menu. Activate your new plugin. Create a new page and use the shortcode [twitterfeed user_name='WordPress'] in the page editor, where WordPress is the Twitter username of the feed to display: Save and view the page to see that the shortcode was replaced by an embedded Twitter feed on your site. Edit the page and remove the user_name parameter and its associated value, only leaving the core [twitterfeed] shortcode in the post and Save. Refresh the page and see that the feed is still being displayed but now shows tweets from another account. How it works... When shortcodes are used with parameters, these extra pieces of data are sent to the associated processing function in the $atts parameter variable. By using a combination of the standard PHP extract and WordPress-specific shortcode_atts functions, our plugin is able to parse the data sent to the shortcode and create an array of identifiers and values that are subsequently transformed into PHP variables that we can use in the rest of our shortcode implementation function. In this specific example, we expect a single variable to be used, called user_name, which will be stored in a PHP variable called $user_name. If the user enters the shortcode without any parameter, a default value of ylefebvre will be assigned to the username variable to ensure that the plugin still works. Since we are going to accept user input in this code, we also verify that the user did not provide an empty string and we use the esc_html and esc_url functions to remove any potentially harmful HTML characters from the input string and make sure that the link destination URL is valid. Once we have access to the twitter username, we can put together the required HTML code that will embed a Twitter feed in our page and display the selected user's tweets. While this example only has one argument, it is possible to define multiple parameters for a shortcode. Managing multiple sets of user settings from a single admin page Throughout this article, you have learned how to create configuration pages to manage single sets of configuration options for our plugins. In some cases, only being able to specify a single set of options will not be enough. For example, looking back at the Twitter embed shortcode plugin that was created, a single configuration panel would only allow users to specify one set of options, such as the desired twitter feed dimensions or the number of tweets to display. A more flexible solution would be to allow users to specify multiple sets of configuration options, which could then be called up by using an extra shortcode parameter (for example, [twitterfeed user_name="WordPress" option_id="2"]). While the first thought that might cross your mind to configure such a plugin is to create a multi-level menu item with submenus to store a number of different settings, this method would produce a very awkward interface for users to navigate. A better way is to use a single panel but give the user a way to select between multiple sets of options to be modified. In this recipe, you will learn how to enhance the previously created Twitter feed shortcode plugin to be able to control the embedded feed size and number of tweets to display from the plugin configuration panel and to give users the ability to specify multiple display sizes. Getting ready You should have already followed the Creating a new shortcode with parameters recipe in the article to have a starting point for this recipe. Alternatively, you can get the resulting code (Chapter 2/ch3-twitter-embed/ch3-twitter-embed.php) from the downloaded code bundle. How to do it... Navigate to the ch3-twitter-embed folder of the WordPress plugin directory of your development installation. Open the ch3-twitter-embed.php file in a text editor. Add the following lines of code to implement an activation callback to initialize plugin options when it is installed or upgraded: register_activation_hook( __FILE__, 'ch3te_set_default_options_array' ); function ch3te_set_default_options_array() { ch3te_get_options(); } Introduction to WordPress Plugin [ 6 ] function ch3te_get_options( $id = 1 ) { $options = get_option( 'ch3te_options_' . $id, array() ); $new_options['setting_name'] = 'Default'; $new_options['width'] = 560; $new_options['number_of_tweets'] = 3; $merged_options = wp_parse_args( $options, $new_options ); $compare_options = array_diff_key( $new_options, $options ); if ( empty( $options ) || !empty( $compare_options ) ) { update_option( 'ch3te_options_' . $id, $merged_options ); } return $merged_options; } Insert the following code segment to register a function to be called when the administration menu is put together. When this happens, the callback function adds an item to the Settings menu and specifies the function to be called to render the configuration page: // Assign function to be called when admin menu is constructed add_action( 'admin_menu', 'ch3te_settings_menu' ); // Function to add item to Settings menu and // specify function to display options page content function ch3te_settings_menu() { add_options_page( 'Twitter Embed Configuration', 'Twitter Embed', 'manage_options', 'ch3te-twitter-embed', 'ch3te_config_page' ); Add the following code to implement the configuration page rendering function: // Function to display options page content function ch3te_config_page() { // Retrieve plugin configuration options from database if ( isset( $_GET['option_id'] ) ) { $option_id = intval( $_GET['option_id'] ); } elseif ( isset( $_POST['option_id'] ) ) { $option_id = intval( $_POST['option_id'] ); } else { Introduction to WordPress Plugin [ 7 ] $option_id = 1; } $options = ch3te_get_options( $option_id ); ?> <div id="ch3te-general" class="wrap"> <h3>Twitter Embed</h3> <!-- Display message when settings are saved --> <?php if ( isset( $_GET['message'] ) && $_GET['message'] == '1' ) { ?> <div id='message' class='updated fade'> <p><strong>Settings Saved</strong></p></div> <?php } ?> <!-- Option selector --> <div id="icon-themes" class="icon32"><br></div> <h3 class="nav-tab-wrapper"> <?php for ( $counter = 1; $counter <= 5; $counter++ ) { $temp_options = ch3te_get_options( $counter); $class = ( $counter == $option_id ) ? ' nav-tabactive' : ''; ?> <a class="nav-tab<?php echo $class; ?>" href="<?php echo add_query_arg( array( 'page' => 'ch3te-twitterembed', 'option_id' => $counter ), admin_url( 'options-general.php' ) ); ?>"><?php echo $counter; ?><?php if ( $temp_options !== false ) echo ' (' . $temp_options['setting_name'] . ')'; else echo ' (Empty)'; ?></a> <?php } ?> </h3><br /> <!-- Main options form --> <form name="ch3te_options_form" method="post" action="admin-post.php"> <input type="hidden" name="action" value="save_ch3te_options" /> <input type="hidden" name="option_id" value="<?php echo $option_id; ?>" /> <?php wp_nonce_field( 'ch3te' ); ?> <table> <tr><td>Setting name</td> <td><input type="text" name="setting_name" value="<?php echo esc_html( $options['setting_name'] ); ?>"/> </td> </tr> <tr><td>Feed width</td> <td><input type="text" name="width" Introduction to WordPress Plugin [ 8 ] value="<?php echo esc_html( $options['width'] ); ?>"/></td> </tr> <tr><td>Number of Tweets to display</td> <td><input type="text" name="number_of_tweets" value="<?php echo esc_html( $options['height'] ); ?>"/></td> </tr> </table><br /> <input type="submit" value="Submit" class="buttonprimary" /> </form> </div> <?php } Add the following block of code to register a function that will process user options when submitted to the site: add_action( 'admin_init', 'ch3te_admin_init' ); function ch3te_admin_init() { add_action( 'admin_post_save_ch3te_options', 'process_ch3te_options' ); Add the following code to implement the process_ch3te_options function, declared in the previous block of code, and to declare a utility function used to clean the redirection path: // Function to process user data submission function process_ch3te_options() { // Check that user has proper security level if ( !current_user_can( 'manage_options' ) ) { wp_die( 'Not allowed' ); } // Check that nonce field is present check_admin_referer( 'ch3te' ); // Check if option_id field was present if ( isset( $_POST['option_id'] ) ) { $option_id = intval( $_POST['option_id'] ); } else { $option_id = 1; } // Build option name and retrieve options $options = ch3te_get_options( $option_id ); // Cycle through all text fields and store their Introduction to WordPress Plugin [ 9 ] values foreach ( array( 'setting_name' ) as $param_name ) { if ( isset( $_POST[$param_name] ) ) { $options[$param_name] = sanitize_text_field( $_POST[$param_name] ); } } // Cycle through all numeric fields, convert to int and store foreach ( array( 'width', 'number_of_tweets' ) as $param_name ) { if ( isset( $_POST[$param_name] ) ) { $options[$param_name] = intval( $_POST[$param_name] ); } } // Store updated options array to database $options_name = 'ch3te_options_' . $option_id; update_option( $options_name, $options ); $cleanaddress = add_query_arg( array( 'message' => 1, 'option_id' => $option_id, 'page' => 'ch3te-twitter-embed' ), admin_url( 'options-general.php' ) ); wp_redirect( $cleanaddress ); exit; } // Function to process user data submission function process_ch3te_options() { // Check that user has proper security level if ( !current_user_can( 'manage_options' ) ) { wp_die( 'Not allowed' ); } // Check that nonce field is present check_admin_referer( 'ch3te' ); // Check if option_id field was present if ( isset( $_POST['option_id'] ) ) { $option_id = intval( $_POST['option_id'] ); } else { $option_id = 1; } // Build option name and retrieve options $options = ch3te_get_options( $option_id ); // Cycle through all text fields and store their values foreach ( array( 'setting_name' ) as $param_name ) { if ( isset( $_POST[$param_name] ) ) { $options[$param_name] = sanitize_text_field( $_POST[$param_name] ); } } Find the ch3te_twitter_embed_shortcode function and modify it as follows to accept the new option_id parameter and load the plugin options to produce the desired output. The changes are identified in bold within the recipe: function ch3te_twitter_embed_shortcode( $atts ) { extract( shortcode_atts( array( 'user_name' => 'ylefebvre', 'option_id' => '1' ), $atts ) ); if ( intval( $option_id ) < 1 || intval( $option_id ) > 5 ) { $option_id = 1; } $options = ch3te_get_options( $option_id ); if ( !empty( $user_name ) ) { $output = '<a class="twitter-timeline" href="'; $output .= esc_url( 'https://twitter.com/' . $user_name ); $output .= '" data-width="' . $options['width'] . Save and close the plugin file. Deactivate and then Activate the Chapter 2 - Twitter Embed plugin from the administration interface to execute its activation function and create default settings. Navigate to the Settings menu and select the Twitter Embed submenu item to see the newly created configuration panel with the first set of options being displayed and more sets of options accessible through the drop-down list shown at the top of the page. To select the set of options to be used, add the parameter option_id to the shortcode used to display a Twitter feed, as follows: [twitterfeed user_name="WordPress" option_id="1"] How it works... This recipe shows how we can leverage options arrays to create multiple sets of options simply by creating the name of the options array on the fly. Instead of having a specific option name in the first parameter of the get_option function call, we create a string with an option ID. This ID is sent through as a URL parameter on the configuration page and as a hidden text field when processing the form data. On initialization, the plugin only creates a single set of options, which is probably enough for most casual users of the plugin. Doing so will avoid cluttering the site database with useless options. When the user requests to view one of the empty option sets, the plugin creates a new set of options right before rendering the options page. The rest of the code is very similar to the other examples that we saw in this article, since the way to access the array elements remains the same. Summary In this article, the author has explained about the entire process of how to create a new shortcode with parameters and how to manage multiple sets of user settings from a single admin page.
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Packt
22 Jun 2017
20 min read
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Tangled Web? Not At All!

Packt
22 Jun 2017
20 min read
In this article by Clif Flynt, the author of the book Linux Shell Scripting Cookbook - Third Edition, we can see a collection of shell-scripting recipes that talk to services on the Internet. This articleis intended to help readers understand how to interact with the Web using shell scripts to automate tasks such as collecting and parsing data from web pages. This is discussed using POST and GET to web pages, writing clients to web services. (For more resources related to this topic, see here.) In this article, we will cover the following recipes: Downloading a web page as plain text Parsing data from a website Image crawler and downloader Web photo album generator Twitter command-line client Tracking changes to a website Posting to a web page and reading response Downloading a video from the Internet The Web has become the face of technology and the central access point for data processing. The primary interface to the web is via a browser that's designed for interactive use. That's great for searching and reading articles on the web, but you can also do a lot to automate your interactions with shell scripts. For instance, instead of checking a website daily to see if your favorite blogger has added a new blog, you can automate the check and be informed when there's new information. Similarly, twitter is the current hot technology for getting up-to-the-minute information. But if I subscribe to my local newspaper's twitter account because I want the local news, twitter will send me all news, including high-school sports that I don't care about. With a shell script, I can grab the tweets and customize my filters to match my desires, not rely on their filters. Downloading a web page as plain text Web pages are simply text with HTML tags, JavaScript and CSS. The HTML tags define the content of a web page, which we can parse for specific content. Bash scripts can parse web pages. An HTML file can be viewed in a web browser to see it properly formatted. Parsing a text document is simpler than parsing HTML data because we aren't required to strip off the HTML tags. Lynx is a command-line web browser which download a web page as plaintext. Getting Ready Lynx is not installed in all distributions, but is available via the package manager. # yum install lynx or apt-get install lynx How to do it... Let's download the webpage view, in ASCII character representation, in a text file by using the -dump flag with the lynx command: $ lynx URL -dump > webpage_as_text.txt This command will list all the hyperlinks <a href="link"> separately under a heading References, as the footer of the text output. This lets us parse links separately with regular expressions. For example: $lynx -dump http://google.com > plain_text_page.txt You can see the plaintext version of text by using the cat command: $ cat plain_text_page.txt Search [1]Images [2]Maps [3]Play [4]YouTube [5]News [6]Gmail [7]Drive [8]More » [9]Web History | [10]Settings | [11]Sign in [12]St. Patrick's Day 2017 _______________________________________________________ Google Search I'm Feeling Lucky [13]Advanced search [14]Language tools [15]Advertising Programs [16]Business Solutions [17]+Google [18]About Google © 2017 - [19]Privacy - [20]Terms References Parsing data from a website The lynx, sed, and awk commands can be used to mine data from websites. How to do it... Let's go through the commands used to parse details of actresses from the website: $ lynx -dump -nolist http://www.johntorres.net/BoxOfficefemaleList.html | grep -o "Rank-.*" | sed -e 's/ *Rank-([0-9]*) *(.*)/1t2/' | sort -nk 1 > actresslist.txt The output is: # Only 3 entries shown. All others omitted due to space limits 1 Keira Knightley 2 Natalie Portman 3 Monica Bellucci How it works... Lynx is a command-line web browser—it can dump a text version of a website as we would see in a web browser, instead of returning the raw html as wget or cURL do. This saves the step of removing HTML tags. The -nolist option shows the links without numbers. Parsing and formatting the lines that contain Rank is done with sed: sed -e 's/ *Rank-([0-9]*) *(.*)/1t2/' These lines are then sorted according to the ranks. See also The Downloading a web page as plain text recipe in this article explains the lynx command. Image crawler and downloader Image crawlers download all the images that appear in a web page. Instead of going through the HTML page by hand to pick the images, we can use a script to identify the images and download them automatically. How to do it... This Bash script will identify and download the images from a web page: #!/bin/bash #Desc: Images downloader #Filename: img_downloader.sh if [ $# -ne 3 ]; then echo "Usage: $0 URL -d DIRECTORY" exit -1 fi while [ -n $1 ] do case $1 in -d) shift; directory=$1; shift ;; *) url=$1; shift;; esac done mkdir -p $directory; baseurl=$(echo $url | egrep -o "https?://[a-z.-]+") echo Downloading $url curl -s $url | egrep -o "<imgsrc=[^>]*>" | sed's/<imgsrc="([^"]*).*/1/g' | sed"s,^/,$baseurl/,"> /tmp/$$.list cd $directory; while read filename; do echo Downloading $filename curl -s -O "$filename" --silent done < /tmp/$$.list An example usage is: $ ./img_downloader.sh http://www.flickr.com/search/?q=linux -d images How it works... The image downloader script reads an HTML page, strips out all tags except <img>, parses src="URL" from the <img> tag, and downloads them to the specified directory. This script accepts a web page URL and the destination directory as command-line arguments. The [ $# -ne 3 ] statement checks whether the total number of arguments to the script is three, otherwise it exits and returns a usage example. Otherwise, this code parses the URL and destination directory: while [ -n "$1" ] do case $1 in -d) shift; directory=$1; shift ;; *) url=${url:-$1}; shift;; esac done The while loop runs until all the arguments are processed. The shift command shifts arguments to the left so that $1 will take the next argument's value; that is, $2, and so on. Hence, we can evaluate all arguments through $1 itself. The case statement checks the first argument ($1). If that matches -d, the next argument must be a directory name, so the arguments are shifted and the directory name is saved. If the argument is any other string it is a URL. The advantage of parsing arguments in this way is that we can place the -d argument anywhere in the command line: $ ./img_downloader.sh -d DIR URL Or: $ ./img_downloader.sh URL -d DIR The egrep -o "<imgsrc=[^>]*>"code will print only the matching strings, which are the <img> tags including their attributes. The phrase [^>]*matches all the characters except the closing >, that is, <imgsrc="image.jpg">. sed's/<imgsrc="([^"]*).*/1/g' extracts the url from the string src="url". There are two types of image source paths—relative and absolute. Absolute paths contain full URLs that start with http:// or https://. Relative URLs starts with / or image_name itself. An example of an absolute URL is http://example.com/image.jpg. An example of a relative URL is /image.jpg. For relative URLs, the starting / should be replaced with the base URL to transform it to http://example.com/image.jpg. The script initializes the baseurl by extracting it from the initial url with the command: baseurl=$(echo $url | egrep -o "https?://[a-z.-]+") The output of the previously described sed command is piped into another sed command to replace a leading / with the baseurl, and the results are saved in a file named for the script's PID: /tmp/$$.list. sed"s,^/,$baseurl/,"> /tmp/$$.list The final while loop iterates through each line of the list and uses curl to downloas the images. The --silent argument is used with curl to avoid extra progress messages from being printed on the screen. The final while loop iterates through each line of the list and uses curl to downloas the images. The --silent argument is used with curl to avoid extra progress messages from being printed on the screen. Web photo album generator Web developers frequently create photo albums of full sized and thumbnail images. When a thumbnail is clicked, a large version of the picture is displayed. This requires resizing and placing many images. These actions can be automated with a simple bash script. The script creates thumbnails, places them in exact directories, and generates the code fragment for <img> tags automatically.  Web developers frequently create photo albums of full sized and thumbnail images. When a thumbnail is clicked, a large version of the picture is displayed. This requires resizing and placing many images. These actions can be automated with a simple bash script. The script creates thumbnails, places them in exact directories, and generates the code fragment for <img> tags automatically. Getting ready This script uses a for loop to iterate over every image in the current directory. The usual Bash utilities such as cat and convert (from the Image Magick package) are used. These will generate an HTML album, using all the images, in index.html. How to do it... This Bash script will generate an HTML album page: #!/bin/bash #Filename: generate_album.sh #Description: Create a photo album using images in current directory echo "Creating album.." mkdir -p thumbs cat <<EOF1 > index.html <html> <head> <style> body { width:470px; margin:auto; border: 1px dashed grey; padding:10px; } img { margin:5px; border: 1px solid black; } </style> </head> <body> <center><h1> #Album title </h1></center> <p> EOF1 for img in *.jpg; do convert "$img" -resize "100x""thumbs/$img" echo "<a href="$img">">>index.html echo "<imgsrc="thumbs/$img" title="$img" /></a>">> index.html done cat <<EOF2 >> index.html </p> </body> </html> EOF2 echo Album generated to index.html Run the script as follows: $ ./generate_album.sh Creating album.. Album generated to index.html How it works... The initial part of the script is used to write the header part of the HTML page. The following script redirects all the contents up to EOF1 to index.html: cat <<EOF1 > index.html contents... EOF1 The header includes the HTML and CSS styling. for img in *.jpg *.JPG; iterates over the file names and evaluates the body of the loop. convert "$img" -resize "100x""thumbs/$img" creates images of 100 px width as thumbnails. The following statements generate the required <img> tag and appends it to index.html: echo "<a href="$img">" echo "<imgsrc="thumbs/$img" title="$img" /></a>">> index.html Finally, the footer HTML tags are appended with cat as done in the first part of the script. Twitter command-line client Twitter is the hottest micro-blogging platform, as well as the latest buzz of the online social media now. We can use Twitter API to read tweets on our timeline from the command line! Twitter is the hottest micro-blogging platform, as well as the latest buzz of the online social media now. We can use Twitter API to read tweets on our timeline from the command line! Let's see how to do it. Getting ready Recently, Twitter stopped allowing people to log in by using plain HTTP Authentication, so we must use OAuth to authenticate ourselves.  Perform the following steps: Download the bash-oauth library from https://github.com/livibetter/bash-oauth/archive/master.zip, and unzip it to any directory. Go to that directory and then inside the subdirectory bash-oauth-master, run make install-all as root.Go to https://apps.twitter.com/ and register a new app. This will make it possible to use OAuth. After registering the new app, go to your app's settings and change Access type to Read and Write. Now, go to the Details section of the app and note two things—Consumer Key and Consumer Secret, so that you can substitute these in the script we are going to write. Great, now let's write the script that uses this. How to do it... This Bash script uses the OAuth library to read tweets or send your own updates. #!/bin/bash #Filename: twitter.sh #Description: Basic twitter client oauth_consumer_key=YOUR_CONSUMER_KEY oauth_consumer_scret=YOUR_CONSUMER_SECRET config_file=~/.$oauth_consumer_key-$oauth_consumer_secret-rc if [[ "$1" != "read" ]] && [[ "$1" != "tweet" ]]; then echo -e "Usage: $0 tweet status_messagen ORn $0 readn" exit -1; fi #source /usr/local/bin/TwitterOAuth.sh source bash-oauth-master/TwitterOAuth.sh TO_init if [ ! -e $config_file ]; then TO_access_token_helper if (( $? == 0 )); then echo oauth_token=${TO_ret[0]} > $config_file echo oauth_token_secret=${TO_ret[1]} >> $config_file fi fi source $config_file if [[ "$1" = "read" ]]; then TO_statuses_home_timeline'''YOUR_TWEET_NAME''10' echo $TO_ret | sed's/,"/n/g' | sed's/":/~/' | awk -F~ '{} {if ($1 == "text") {txt=$2;} else if ($1 == "screen_name") printf("From: %sn Tweet: %snn", $2, txt);} {}' | tr'"''' elif [[ "$1" = "tweet" ]]; then shift TO_statuses_update''"$@" echo 'Tweeted :)' fi Run the script as follows: $./twitter.sh read Please go to the following link to get the PIN: https://api.twitter.com/oauth/authorize?oauth_token=LONG_TOKEN_STRING PIN: PIN_FROM_WEBSITE Now you can create, edit and present Slides offline. - by A Googler $./twitter.sh tweet "I am reading Packt Shell Scripting Cookbook" Tweeted :) $./twitter.sh read | head -2 From: Clif Flynt Tweet: I am reading Packt Shell Scripting Cookbook How it works... First of all, we use the source command to include the TwitterOAuth.sh library, so we can use its functions to access Twitter. The TO_init function initializes the library. Every app needs to get an OAuth token and token secret the first time it is used. If these are not present, we use the library function TO_access_token_helper to acquire them. Once we have the tokens, we save them to a config file so we can simply source it the next time the script is run. The library function TO_statuses_home_timeline fetches the tweets from Twitter. This data is retuned as a single long string in JSON format, which starts like this: [{"created_at":"Thu Nov 10 14:45:20 +0000 "016","id":7...9,"id_str":"7...9","text":"Dining... Each tweet starts with the created_at tag and includes a text and a screen_nametag. The script will extract the text and screen name data and display only those fields. The script assigns the long string to the variable TO_ret. The JSON format uses quoted strings for the key and may or may not quote the value. The key/value pairs are separated by commas, and the key and value are separated by a colon :. The first sed to replaces each," character set with a newline, making each key/value a separate line. These lines are piped to another sed command to replace each occurrence of ": with a tilde ~ which creates a line like screen_name~"Clif_Flynt" The final awk script reads each line. The -F~ option splits the line into fields at the tilde, so $1 is the key and $2 is the value. The if command checks for text or screen_name. The text is first in the tweet, but it's easier to read if we report the sender first, so the script saves a text return until it sees a screen_name, then prints the current value of $2 and the saved value of the text. The TO_statuses_updatelibrary function generates a tweet. The empty first parameter defines our message as being in the default format, and the message is a part of the second parameter. Tracking changes to a website Tracking website changes is useful to both web developers and users. Checking a website manually impractical, but a change tracking script can be run at regular intervals. When a change occurs, it generate a notification. Getting ready Tracking changes in terms of Bash scripting means fetching websites at different times and taking the difference by using the diff command. We can use curl and diff to do this. How to do it... This bash script combines different commands, to track changes in a webpage: #!/bin/bash #Filename: change_track.sh #Desc: Script to track changes to webpage if [ $# -ne 1 ]; then echo -e "$Usage: $0 URLn" exit 1; fi first_time=0 # Not first time if [ ! -e "last.html" ]; then first_time=1 # Set it is first time run fi curl --silent $1 -o recent.html if [ $first_time -ne 1 ]; then changes=$(diff -u last.html recent.html) if [ -n "$changes" ]; then echo -e "Changes:n" echo "$changes" else echo -e "nWebsite has no changes" fi else echo "[First run] Archiving.." fi cp recent.html last.html Let's look at the output of the track_changes.sh script on a website you control. First we'll see the output when a web page is unchanged, and then after making changes. Note that you should change MyWebSite.org to your website name. First, run the following command: $ ./track_changes.sh http://www.MyWebSite.org [First run] Archiving.. Second, run the command again. $ ./track_changes.sh http://www.MyWebSite.org Website has no changes Third, run the following command after making changes to the web page: $ ./track_changes.sh http://www.MyWebSite.org Changes: --- last.html 2010-08-01 07:29:15.000000000 +0200 +++ recent.html 2010-08-01 07:29:43.000000000 +0200 @@ -1,3 +1,4 @@ +added line :) data How it works... The script checks whether the script is running for the first time by using [ ! -e "last.html" ];. If last.html doesn't exist, it means that it is the first time and, the webpage must be downloaded and saved as last.html. If it is not the first time, it downloads the new copy recent.html and checks the difference with the diff utility. Any changes will be displayed as diff output.Finally, recent.html is copied to last.html. Note that changing the website you're checking will generate a huge diff file the first time you examine it. If you need to track multiple pages, you can create a folder for each website you intend to watch. Posting to a web page and reading the response POST and GET are two types of requests in HTTP to send information to, or retrieve information from a website. In a GET request, we send parameters (name-value pairs) through the webpage URL itself. The POST command places the key/value pairs in the message body instead of the URL. POST is commonly used when submitting long forms or to conceal the information submitted from a casual glance. Getting ready For this recipe, we will use the sample guestbook website included in the tclhttpd package.  You can download tclhttpd from http://sourceforge.net/projects/tclhttpd and then run it on your local system to create a local webserver. The guestbook page requests a name and URL which it adds to a guestbook to show who has visited a site when the user clicks the Add me to your guestbook button. This process can be automated with a single curl (or wget) command. How to do it... Download the tclhttpd package and cd to the bin folder. Start the tclhttpd daemon with this command: tclsh httpd.tcl The format to POST and read the HTML response from generic website resembles this: $ curl URL -d "postvar=postdata2&postvar2=postdata2" Consider the following example: $ curl http://127.0.0.1:8015/guestbook/newguest.html -d "name=Clif&url=www.noucorp.com&http=www.noucorp.com" curl prints a response page like this: <HTML> <Head> <title>Guestbook Registration Confirmed</title> </Head> <Body BGCOLOR=white TEXT=black> <a href="www.noucorp.com">www.noucorp.com</a> <DL> <DT>Name <DD>Clif <DT>URL <DD> </DL> www.noucorp.com </Body> -d is the argument used for posting. The string argument for -d is similar to the GET request semantics. var=value pairs are to be delimited by &. You can POST the data using wget by using --post-data "string". For example: $ wgethttp://127.0.0.1:8015/guestbook/newguest.cgi --post-data "name=Clif&url=www.noucorp.com&http=www.noucorp.com" -O output.html Use the same format as cURL for name-value pairs. The text in output.html is the same as that returned by the cURL command. The string to the post arguments (for example, to -d or --post-data) should always be given in quotes. If quotes are not used, & is interpreted by the shell to indicate that this should be a background process. How to do it... If you look at the website source (use the View Source option from the web browser), you will see an HTML form defined, similar to the following code: <form action="newguest.cgi"" method="post"> <ul> <li> Name: <input type="text" name="name" size="40"> <li> Url: <input type="text" name="url" size="40"> <input type="submit"> </ul> </form> Here, newguest.cgi is the target URL. When the user enters the details and clicks on the Submit button, the name and url inputs are sent to newguest.cgi as a POST request, and the response page is returned to the browser. Downloading a video from the internet There are many reasons for downloading a video. If you are on a metered service, you might want to download videos during off-hours when the rates are cheaper. You might want to watch videos where the bandwidth doesn't support streaming, or you might just want to make certain that you always have that video of cute cats to show your friends. Getting ready One program for downloading videos is youtube-dl. This is not included in most distributions and the repositories may not be up to date, so it's best to go to the youtube-dl main site:http://yt-dl.org You'll find links and information on that page for downloading and installing youtube-dl. How to do it… Using youtube-dl is easy. Open your browser and find a video you like. Then copy/paste that URL to the youtube-dl command line. youtube-dl  https://www.youtube.com/watch?v=AJrsl3fHQ74 While youtube-dl is downloading the file it will generate a status line on your terminal. How it works… The youtube-dl program works by sending a GET message to the server, just as a browser would do. It masquerades as a browser so that YouTube or other video providers will download a video as if the device were streaming. The –list-formats (-F) option will list the available formats a video is available in, and the –format (-f) option will specify which format to download. This is useful if you want to download a higher-resolution video than your internet connection can reliably stream. Summary In this article we learned how to download and parse website data, send data to forms, and automate website-usage tasks and similar activities. We can automate many activities that we perform interactively through a browser with a few lines of scripting. Resources for Article: Further resources on this subject: Linux Shell Scripting – various recipes to help you [article] Linux Shell Script: Tips and Tricks [article] Linux Shell Script: Monitoring Activities [article]
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Packt
15 Jun 2017
20 min read
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WordPress as a Web Application Framework

Packt
15 Jun 2017
20 min read
In this article written by Rakhitha Ratanayake, author of the book Wordpress Web Application Development - Third Edition you will learn that WordPress has matured from the most popular blogging platform to the most popular content management system. Thousands of developers around the world are making a living from WordPress design and development. As more and more people are interested in using WordPress, the dream of using this amazing framework for web application development is becoming possible. The future seems bright as WordPress hasalready got dozens of built-in features, which can be easily adapted to web application development using slight modifications. Since you are already reading this article, you have to be someone who is really excited to see how WordPress fits into web application development. Throughout this article, we will learn how we can inject the best practices of web development into WordPress framework to build web applications in rapid process.Basically, this article will be important for developers from two different perspectives. On one hand, beginner- to intermediate-level WordPress developers can get knowledge of cutting-edge web development technologies and techniques to build complex applications. On the other hand, web development experts who are already familiar with popular PHP frameworks can learn WordPress for rapid application development. So, let's get started! In this article, we will cover the following topics: WordPress as a CMS WordPress as a web application framework Simplifying development with built-in features Identifying the components of WordPress Making a development plan for forum management application Understanding limitations and sticking with guidelines Building a question-answer interface Enhancing features of the questions plugin (For more resources related to this topic, see here.) In order to work with this article, you should be familiar with WordPress themes, plugins, and its overall process. Developers who are experienced in PHP frameworks can work with this article while using the reference sources to learn WordPress. By the end of this article, you will have the ability to make the decision to choose WordPress for web development. WordPress as a CMS Way back in 2003, WordPress released its first version as a simple blogging platform and continued to improve until it became the most popular blogging tool. Later, it continued to improve as a CMS and now has a reputation for being the most popular CMS for over 5 years. These days everyone sees WordPress as a CMS rather than just a blogging tool. Now the question is, where will it go next? Recent versions of WordPress have included popular web development libraries such as Backbone.js and Underscore.js and developers are building different types of applications with WordPress. Also the most recent introduction of REST API is a major indication that WordPress is moving towards the direction of building web applications. The combination of REST API and modern JavaScript frameworks will enable developers to build complex web applications with WordPress. Before we consider the application development aspects of WordPress, it's ideal to figure out the reasons for it being such a popular CMS. The following are some of the reasons behind the success of WordPress as a CMS: Plugin-based architecture for adding independent features and the existence of over 40,000 open source plugins Ability to create unlimited free websites at www.wordpress.com and use the basic WordPress features A super simple and easy-to-access administration interface A fast learning curve and comprehensive documentation for beginners A rapid development process involving themes and plugins An active development community with awesome support Flexibility in building websites with its themes, plugins, widgets, and hooks Availability of large premium theme and plugin marketplaces for developers to sell advanced plugin/themes and users to build advanced sites with those premium plugins/themes without needing a developer. These reasons prove why WordPress is the top CMS for website development. However, experienced developers who work with full stack web applications don't believe that WordPress has a future in web application development. While it's up for debate, we'll see what WordPress has to offer for web development. Once you complete reading this article, you will be able to decide whether WordPress has a future in web applications. I have been working with full stack frameworks for several years, and I certainly believe the future of WordPress for web development. WordPress as a web application framework In practice, the decision to choose a development framework depends on the complexity of your application. Developers will tend to go for frameworks in most scenarios. It's important to figure out why we go with frameworks for web development. Here's a list of possible reasons why frameworks become a priority in web application development: Frameworks provide stable foundations for building custom functionalities Usually, stable frameworks have a large development community with an active support They have built-in features to address the common aspects of application development, such as routing, language support, form validation, user management, and more They have a large amount of utility functions to address repetitive tasks Full stack development frameworks such as Zend, CodeIgniter, and CakePHP adhere to the points mentioned in the preceding section, which in turn becomes the framework of choice for most developers. However, we have to keep in mind that WordPress is an application where we built applications on top of existing features. On the other hand, traditional frameworks are foundations used for building applications such as WordPress. Now, let's take a look at how WordPress fits into the boots of web application framework. The MVC versus event-driven architecture A vast majority of web development frameworks are built to work with the Model-View-Controller(MVC) architecture, where an application is separated into independent layers called models, views, and controllers. In MVC, we have a clear understanding of what goes where and when each of the layers will be integrated in the process. So, the first thing most developers will look at is the availability of MVC in WordPress. Unfortunately, WordPress is not built on top of the MVC architecture. This is one of the main reasons why developers refuse to choose it as a development framework. Even though it is not MVC, we can create custom execution process to make it work like a MVC application. Also, we can find frameworks such as WP MVC, which can be used to take advantage of both WordPress's native functionality and a vast plugin library and all of the many advantages of an MVC framework. Unlike other frameworks, it won't have the full capabilities of MVC. However, unavailability of the MVC architecture doesn't mean that we cannot develop quality applications with WordPress. There are many other ways to separate concerns in WordPress applications. WordPress on the other hand, relies on a procedural event-driven architecture with its action hooks and filters system. Once a user makes a request, these actions will get executed in a certain order to provide the response to the user. You can find the complete execution procedure at http://codex.wordpress.org/Plugin_API/Action_Reference. In the event-driven architecture, both model and controller code gets scattered throughout the theme and plugin files. Simplifying development with built-in features As we discussed in the previous section, the quality of a framework depends on its core features. The better the quality of the core, the better it will be for developing quality and maintainable applications. It's surprising to see the availability of number of WordPress features directly related to web development, even though it is meant to create websites. Let's get a brief introduction about the WordPress core features to see how it fits into web application development. User management Built-in user management features are quite advanced in order to cater to the most common requirements of any web application. Its user roles and capability handling makes it much easier to control the access to specific areas of your application. We can separate users into multiple levels using roles and then use capabilities to define the permitted functionality for each user level. Most full stack frameworks don't have a built-in user management features, and hence, this can be considered as an advantage of using WordPress. Media management File uploading and managing is a common and time consuming task in web applications. Media uploader, which comes built-in with WordPress, can be effectively used to automate the file-related tasks without writing much source code. A super-simple interface makes it so easy for application users to handle file-related tasks. Also, WordPress offers built-in functions for directly uploading media files without the media uploader. These functions can be used effectively to handle advanced media uploading requirements without spending much time. Template management WordPress offers a simple template management system for its themes. It is not as complex or fully featured as a typical template engine. However, it offers a wide range of capabilities in CMS development perspective, which we can extend to suit web applications. Database management In most scenarios, we will be using the existing database table structure for our application development. WordPress database management functionalities offer a quick and easy way of working with existing tables with its own style of functions. Unlike other frameworks, WordPress provides a built-in database structure, and hence most of the functionalities can be used to directly work with these tables without writing custom SQL queries. Routing Comprehensive support for routing is provided through permalinks. WordPress makes it simple to change the default routing and choose your own routing, in order to built search engine friendly URLs. XML-RPC API Building an API is essential for allowing third-party access to our application. WordPress provides built-in API for accessing CMS-related functionality through its XML-RPC interface. Also, developers are allowed to create custom API functions through plugins, making it highly flexible for complex applications. REST API REST API makes it possible to give third-party access to the application data, similar to XML-RPC API. This API uses easy to understand HTTP requests and JSON format making it easier to communicate with WordPress applications. JavaScript is becoming the modern trend in developing applications. So the availability of JSON in REST API will allow external users to access and manipulate WordPress data within their JavaScript based applications. Caching Caching in WordPress can be categorized into two sections called persistent and nonpersistent cache. Nonpersistent caching is provided by WordPress cache object while persistent caching is provided through its Transient API. Caching techniques in WordPress is a simple compared to other frameworks, but it's powerful enough to cater to complex web applications. Scheduling As developers, you might have worked with cron jobs for executing certain tasks at specified intervals. WordPress offers same scheduling functionality through built-in functions, similar to a cron job. However, WordPress cron execution is slightly different from normal cron jobs. In WordPress, cron won't be executed unless someone visits the site. Typically, it's used for scheduling future posts. However, it can be extended to cater complex scheduling functionality. Plugins and widgets The power of WordPress comes from its plugin mechanism, which allows us to dynamically add or remove functionality without interrupting other parts of the application. Widgets can be considered as a part of the plugin architecture and will be discussed in detail further in this article. Themes The design of a WordPress site comes through the theme. This site offers many built-in template files to cater to the default functionality. Themes can be easily extended for custom functionality. Also, the design of the site can be changed instantly by switching compatible theme. Actions and filters Actions and filters are part of the WordPress hook system. Actions are events that occur during a request. We can use WordPress actions to execute certain functionalities after a specific event is completed. On the other hand, filters are functions that are used to filter, modify, and return the data. Flexibility is one of the key reasons for the higher popularity of WordPress, compared to other CMS. WordPress has its own way of extending functionality of custom features as well as core features through actions and filters. These actions and filters allow the developers to build advanced applications and plugins, which can be easily extended with minor code changes. As a WordPress developer, it's a must to know the perfect use of these actions and filters in order to build highly flexible systems. The admin dashboard WordPress offers a fully featured backend for administrators as well as normal users. These interfaces can be easily customized to adapt to custom applications. All the application-related lists, settings, and data can be handled through the admin section. The overall collection of features provided by WordPress can be effectively used to match the core functionalities provided by full stack PHP frameworks. Identifying the components of WordPress WordPress comes up with a set of prebuilt components, which are intended to provide different features and functionality for an application. A flexible theme and powerful admin features act as the core of WordPress websites, while plugins and widgets extend the core with application-specific features. As a CMS, we all have a pretty good understanding of how these components fit into a WordPress website. Here our goal is to develop web applications with WordPress, and hence it is important to identify the functionality of these components in the perspective of web applications. So, we will look at each of the following components, how they fit into web applications, and how we can take advantage of them to create flexible applications through a rapid development process: The role of WordPress themes The role of admin dashboard The role of plugins The role of widgets The role of WordPress themes Most of us are used to seeing WordPress as a CMS. In its default view, a theme is a collection of files used to skin your web application layouts. In web applications, it's recommended to separate different components into layers such as models, views, and controllers. WordPress doesn't adhere to the MVC architecture. However, we can easily visualize themes or templates as the presentation layer of WordPress. In simple terms, views should contain the HTML needed to generate the layout and all the data it needs, should be passed to the views. WordPress is built to create content management systems, and hence, it doesn't focus on separating views from its business logic. Themes contain views, also known as template files, as a mix of both HTML code and PHP logic. As web application developers, we need to alter the behavior of existing themes, in order to limit the logic inside templates and use plugins to parse the necessary model data to views. Structure of a WordPress page layout Typically, posts or pages created in WordPress consist of five common sections. Most of these components will be common across all the pages in the website. In web applications, we also separate the common layout content into separate views to be included inside other views. It's important for us to focus on how we can adapt the layout into web application-specific structure. Let's visualize the common layout of WordPress using the following diagram: Having looked at the structure, it's obvious that Header, Footer, and the Main Contentarea are mandatory even for web applications. However, the Footerand Commentssection will play a less important role in web applications, compared to web pages. Sidebaris important in web applications, even though it won't be used with the same meaning. It can be quite useful as a dynamic widget area. Customizing the application layout Web applications can be categorized as projects and products. A project is something we develop targeting specific requirements of a client. On the other hand, a product is an application created based on the common set of requirements for wide range of users. Therefore, customizations will be required on layouts of your product based on different clients. WordPress themes make it simple to customize the layout and features using child themes. We can make the necessary modifications in the child theme while keeping the core layout in the parent theme. This will prevent any code duplications in customizing layouts. Also, the ability to switch themes is a powerful feature that eases the layout customization. The role of the admin dashboard The administration interface of an application plays one of the most important roles behind the scenes. WordPress offers one of the most powerful and easy-to-access admin areas amongst other competitive frameworks. Most of you should be familiar with using admin area for CMS functionalities. However, we will have to understand how each component in the admin area suits the development of web applications. The admin dashboard Dashboard is the location where all the users get redirected, once logged into admin area. Usually, it contains dynamic widget areas with the most important data of your application. Dashboard can play a major role in web applications, compared to blogging or CMS functionality. The dashboard contains a set of default widgets that are mainly focused on main WordPress features such as posts, pages, and comments. In web applications, we can remove the existing widgets related to CMS and add application-specific widgets to create a powerful dashboard. WordPress offers a well-defined API to create a custom admin dashboard widgets and hence we can create a very powerful dashboard using custom widgets for custom requirements in web applications. Posts and pages Posts in WordPress are built for creating content such as articles and tutorials. In web applications, posts will be the most important section to create different types of data. Often, we will choose custom post types instead of normal posts for building advanced data creation sections. On the other hand, pages are typically used to provide static content of the site. Usually, we have static pages such as About Us, Contact Us, Services, and so on. Users User management is a must use section for any kind of web application. User roles, capabilities and profiles will be managed in this section by the authorized users. Appearance Themes and application configurations will be managed in this section. Widgets and theme options will be the important sections related to web applications. Generally, widgets are used in sidebars of WordPress sites to display information such as recent members, comments, posts, and so on. However, in web applications, widgets can play a much bigger role as we can use widgets to split main template into multiple sections. Also, these types of widgetized areas become handy in applications where majority of features are implemented with AJAX. The theme options panel can be used as the general settings panel of web applications where we define the settings related to templates and generic site-specific configurations. Settings This section involves general application settings. Most of the prebuilt items in this section are suited for blogs and websites. We can customize this section to add new configuration areas related to our plugins, used in web application development. There are some other sections such as links, pages, and comments, which will not be used frequently in complex web application development. The ability to add new sections is one of the key reasons for its flexibility. The role of plugins In normal circumstances, WordPress developers use functions that involve application logic scattered across theme files and plugins. Even some of the developers change the core files of WordPress. Altering WordPress core files, third-party theme or plugin files is considered a bad practice since we lose all the modifications on version upgrades and it may break the compatibility of other parts of WordPress. In web applications, we need to be much more organized. In the Role of WordPress theme section, we discussed the purpose of having a theme for web applications. Plugins will be and should be used to provide the main logic and content of your application. The plugins architecture is a powerful way to add or remove features without affecting the core. Also, we have the ability to separate independent modules into their own plugins, making it easier to maintain. On top of this, plugins have the ability to extend other plugins. Since there are over 40,000 free plugins and large number of premium plugins, sometimes you don't have to develop anything for WordPress applications. You can just use number of plugins and integrate them properly to build advanced applications. The role of widgets The official documentation of WordPress refers to widgets as a component that adds content and features to your sidebar. In a typical blogging or CMS user's perspective, it's a completely valid statement. Actually, the widgets offer more in web applications by going beyond the content that populates sidebars. Modern WordPress themes provides wide range of built-in widgets for advanced functionality, making it much more easier to build applications. The following screenshot shows a typical widgetized sidebar of a website: We can use dynamic widgetized areas to include complex components as widgets, making it easy to add or remove features without changing source code. The following screenshot shows a sample dynamic widgetized area. We can use the same technique for developing applications with WordPress. Throughout these sections, we covered the main components of WordPress and how they fit into the actual web application development. Now, we have a good understanding of the components in order to plan our application developed throughout this article. A development plan for the forum management application In this article, our main goal is to learn how we can build full stack web applications using built-in WordPress features. Therefore, I thought of building a complete application, explaining each and every aspect of web development. We will develop an online forum management system for creating public forums or managing support forum for a specific product or service. This application can be considered as a mini version of a powerful forum system like bbPress. We will be starting the development of this application. Planning is a crucial task in web development, in which we will save a lot of time and avoid potential risks in the long run. First, we need to get a basic idea about the goal of this application, features and functionalities, and the structure of components to see how it fits into WordPress. Application goals and target audience Anyone who are using Internet on day to day basis knows the importance of online discussion boards, also known as forums. These forums allows us to participate in a large community and discuss common matters, either related to a specific subject or a product. The application developed throughout is intended to provide simple and flexible forum management application using a WordPress plugin with the goals of: Learning to develop a forum application Learning to use features of various online forums Learning to manage a forum for your product or service This application will be targeted towards all the people who have participated in an online forum or used a support system of a product they purchased. I believe that both output of this application and the contents will be ideal for the PHP developers who want to jump into WordPress application development. Summary Our main goal was to find how WordPress fits into web application development. We started this articleby identifying the CMS functionalities of WordPress. We explored the features and functionalities of popular full stack frameworks and compared them with the existing functionalities of WordPress. Then, we looked at the existing components and features of WordPress and how each of those components fit into a real-world web application. We also planned the forum management application requirements and identified the limitations in using WordPress for web applications. Finally, we converted the default interface into a question-answer interface in a rapid process using existing functionalities, without interrupting the default behavior of WordPress and themes. By now, you should be able to decide whether to choose WordPress for your web application, visualize how your requirements fits into components of WordPress, and identify and minimize the limitations. Resources for Article: Further resources on this subject: Creating Your Own Theme—A Wordpress Tutorial [article] Introduction to a WordPress application's frontend [article] Wordpress: Buddypress Courseware [article]
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article-image-developer-workflow
Packt
02 Mar 2017
7 min read
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Developer Workflow

Packt
02 Mar 2017
7 min read
In this article by Chaz Chumley and William Hurley, the author of the book Mastering Drupal 8, we will to decide on a local AMP stack and the role of a Composer. (For more resources related to this topic, see here.) Deciding on a local AMP stack Any developer workflow begins with having an AMP (Apache, MySQL, PHP) stack installed and configured on a Windows, OSX, or *nix based machine. Depending on the operating system, there are a lot of different methods that one can take to setup an ideal environment. However, when it comes down to choices there are really only three: Native AMP stack: This option refers to systems that generally either come preconfigured with Apache, MySQL, and PHP or have a generally easy install path to download and configure these three requirements. There are plenty of great tutorials on how to achieve this workflow but this does require familiarity with the operating system. Packaged AMP stacks: This option refers to third-party solutions such as MAMP—https://www.mamp.info/en/, WAMP—http://www.wampserver.com/en/, or Acquia Dev Desktop—https://dev.acquia.com/downloads. These solutions come with an installer that generally works on Windows and OSX and is a self-contained AMP stack allowing for general web server development.  Out of these three only Acquia Dev Desktop is Drupal specific. Virtual machine: This option is often the best solution as it closely represents the actual development, staging, and production web servers. However, this can also be the most complex to initially setup and requires some knowledge of how to configure specific parts of the AMP stack. That being said, there are a few really well documented VM’s available that can help reduce the experience needed. Two great virtual machines to look at are Drupal VM—https://www.drupalvm.com/ and Vagrant Drupal Development (VDD)—https://www.drupal.org/project/vdd. In the end, my recommendation is to choose an environment that is flexible enough to quickly install, setup, and configure Drupal instances.  The above choices are all good to start with, and by no means is any single solution a bad choice. If you are a single person developer, then a packaged AMP stack such as MAMP may be the perfect choice. However, if you are in a team environment I would strongly recommend one of the VM options above or look into creating your own VM environment that can be distributed to your team. We will discuss virtualized environments in more detail, but before we do, we need to have a basic understanding of how to work with three very important command line interfaces. Composer, Drush, and Drupal Console. The role of Composer Drupal 8 and each minor version introduces new features and functionality. Everything from moving the most commonly used 3rd party modules into its core to the introduction of an object oriented PHP framework. These improvements also introduced the Symfony framework which brings along the ability to use a dependency management tool called Composer. Composer (https://getcomposer.org/) is a dependency manager for PHP that allows us to perform a multitude of tasks. Everything from creating a Drupal project to declaring libraries and even installing contributed modules just to name a few.  The advantage to using Composer is that it allows us to quickly install and update dependencies by simply running a few commands. These configurations are then stored within a composer.json file that can be shared with other developers to quickly setup identical Drupal instances. If you are new to Composer then let’s take a moment to discuss how to go about installing Composer for the first time within a local environment. Installing Composer locally Composer can be installed on Windows, Linux, Unix, and OSX. For this example, we will be following the install found at https://getcomposer.org/download/. Make sure to take a look at the Getting Started documentation that corresponds with your operating system. Begin by opening a new terminal window. By default, our terminal window should place us in the user directory. We can then continue by executing the following four commands: Download Composer installer to local directory: php -r "copy('https://getcomposer.org/installer', 'composer-setup.php');" Verify the installer php -r "if (hash_file('SHA384', 'composer-setup.php') === 'e115a8dc7871f15d853148a7fbac7da27d6c0030b848d9b3dc09e2a0388afed865e6a3d6b3c0fad45c48e2b5fc1196ae') { echo 'Installer verified'; } else { echo 'Installer corrupt'; unlink('composer-setup.php'); } echo PHP_EOL;" Since Composer versions are often updated it is important to refer back to these directions to ensure the hash file above is the most current one. Run the installer: php composer-setup.php Remove the installer: php -r "unlink('composer-setup.php');" Composer is now installed locally and we can verify this by executing the following command within a terminal window: php composer.phar Composer should now present us with a list of available commands: The challenge with having Composer installed locally is that it restricts us from using it outside the current user directory. In most cases, we will be creating projects outside of our user directory, so having the ability to globally use Composer quickly becomes a necessity. Installing Composer globally Moving the composer.phar file from its current location to a global directory can be achieved by executing the following command within a terminal window: mv composer.phar /usr/local/bin/composer We can now execute Composer commands globally by typing composer in the terminal window. Using Composer to create a Drupal project One of the most common uses for Composer is the ability to create a PHP project. The create-project command takes several arguments including the type of PHP project we want to build, the location of where we want to install the project, and optionally, the package version. Using this command, we no longer need to manually download Drupal and extract the contents into an install directory. We can speed up the entire process by using one simple command. Begin by opening a terminal window and navigating to a folder where we want to install Drupal. Next we can use Composer to execute the following command: composer create-project drupal/drupal mastering The create-project command tells Composer that we want to create a new Drupal project within a folder called mastering. Once the command is executed, Composer locates the current version of Drupal and installs the project along with any additional dependencies that it needs During the install process Composer will prompt us to remove any existing version history that the Drupal repository stores.  It is generally a good idea to choose yes to remove these files as we will be wanting to manage our own repository with our own version history. Once Composer has completed creating our Drupal project, we can navigate to the mastering folder and review the composer.json file the Composer creates to store project specific configurations. As soon as the composer.json file is created our Drupal project can be referred to as a package. We can version the file, distribute it to a team, and they can run composer install to generate an identical Drupal 8 code base. With Composer installed globally we can take a look at another command line tool that will assist us with making Drupal development much easier. Summary In this article, you learned about how to decide on a local AMP stack and how to install a composer both locally and globally. Also we saw a bit about how to use Composer to create a Drupal project. Resources for Article: Further resources on this subject: Drupal 6 Performance Optimization Using Throttle and Devel Module [article] Product Cross-selling and Layout using Panels with Drupal and Ubercart 2.x [article] Setting up an online shopping cart with Drupal and Ubercart [article]
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Packt
02 Feb 2017
10 min read
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Introduction to Magento 2

Packt
02 Feb 2017
10 min read
In this article, Gabriel Guarino, the author of the book Magento 2 Beginners Guide discusses, will cover the following topics: Magento as a life style: Magento as a platform and the Magento community Competitors: hosted and self-hosted e-commerce platforms New features in Magento 2 What do you need to get started? (For more resources related to this topic, see here.) Magento as a life style Magento is an open source e-commerce platform. That is the short definition, but I would like to define Magento considering the seven years that I have been part of the Magento ecosystem. In the seven years, Magento has been evolving to the point it is today, a complete solution backed up by people with a passion for e-commerce. If you choose Magento as the platform for your e-commerce website, you will receive updates for the platform on a regular basis. Those updates include new features, improvements, and bug fixes to enhance the overall experience in your website. As a Magento specialist, I can confirm that Magento is a platform that can be customized to fit any requirement. This means that you can add new features, include third-party libraries, and customize the default behavior of Magento. As the saying goes, the only limit is your imagination. Whenever I have to talk about Magento, I always take some time to talk about its community. Sherrie Rohde is the Magento Community Manager and she has shared some really interesting facts about the Magento community in 2016: Delivered over 725 talks on Magento or at Magento-centric events Produced over 100 podcast episodes around Magento Organized and produced conferences and meetup groups in over 34 countries Written over 1000 blog posts about Magento Types of e-commerce solutions There are two types of e-commerce solutions: hosted and self-hosted. We will analyze each e-commerce solution type, and we will cover the general information, pros, and cons of each platform from each category. Self-hosted e-commerce solutions The self-hosted e-commerce solution is a platform that runs on your server, which means that you can download the code, customize it based on your needs, and then implement it in the server that you prefer. Magento is a self-hosted e-commerce solution, which means that you have absolute control on the customization and implementation of your Magento store. WooCommerce WooCommerce is a free shopping cart plugin for WordPress that can be used to create a full-featured e-commerce website. WooCommerce has been created following the same architecture and standards of WordPress, which means that you can customize it with themes and plugins. The plugin currently has more than 18,000,000 downloads, which represents over 39% of all online stores. Pros: It can be downloaded for free Easy setup and configuration A lot of themes available Almost 400 extensions in the marketplace Support through the WooCommerce help desk Cons: WooCommerce cannot be used without WordPress Some essential features are not included out-of-the-box, such us PayPal as a payment method, which means that you need to buy several extensions to add those features Adding custom features to WooCommerce through extensions can be expensive PrestaShop PrestaShop is a free open source e-commerce platform. The platform is currently used by more than 250,000 online stores and is backed by a community of more than 1,000,000 members. The company behind PrestaShop provides a range of paid services, such us technical support, migration, and training to run, manage, and maintain the store. Pros: Free and open source 310 integrated features 3,500 modules and templates in the marketplace Downloaded over 4 million times 63 languages Cons: As WooCommerce, many basic features are not included by default and adding those features through extensions is expensive Multiple bugs and complaints from the PrestaShop community OpenCart OpenCart is an open source platform for e-commerce, available under the GNU General Public License. OpenCart is a good choice for a basic e-commerce website. Pros: Free and open source Easy learning curve More than 13,000 extensions available More than 1,500 themes available Cons: Limited features Not ready for SEO No cache management page in admin panel Hard to customize Hosted e-commerce solutions A hosted e-commerce solution is a platform that runs on the server from the company that provides that service, which means that the solution is easier to set up but there are limitations and you don’t have the freedom to customize the solution according to your needs. The monthly or annual fees increase when the store attracts more traffic and has more customers and orders placed. Shopify Shopify is a cloud-based e-commerce platform for small and medium-sized business. The platform currently powers over 325,000 online stores in approximately 150 countries. Pros: No technical skills required to use the platform Tool to import products from another platform during the sign up process More than 1,500 apps and integrations 24/7 support through phone, chat, and e-mail Cons: The source code is not provided Recurring fee to use the platform Hard to migrate from Shopify to another platform BigCommerce BigCommerce is one of the most popular hosted e-commerce platforms, which is powering more than 95,000 stores in 150 countries. Pros: No technical skills required to use the platform More than 300 apps and integrations available More than 75 themes available Cons: The source code is not provided Recurring fee to use the platform Hard to migrate from BigCommerce to another platform New features in Magento 2 Magento 2 is the new generation of the platform, with new features, technologies, and improvements that make Magento one of the most robust and complete e-commerce solutions available at the moment. In this section, we will describe the main differences between Magento 1 and Magento 2. New technologies Composer: This is a dependency manager for PHP. The dependencies can be declared and Composer will manage these dependencies by installing and updating them. In Magento 2, Composer simplifies the process of installing and upgrading extensions and upgrading Magento. Varnish 4: This is an open source HTTP accelerator. Varnish stores pages and other assets in memory to reduce the response time and network bandwidth consumption. Full Page Caching: In Magento 1, Full Page Caching was only included in the Magento Enterprise Edition. In Magento 2, Full Page Caching is included in all the editions, allowing the content from static pages to be cached, increasing the performance and reducing the server load. Elasticsearch: This is a search engine that improves the search quality in Magento and provides background re-indexing and horizontal scaling. RequireJS: It is a library to load Javascript files on-the-fly, reducing the number of HTTP requests and improving the speed of the Magento Store. jQuery: The frontend in Magento 1 was implemented using Prototype as the language for Javascript. In Magento 2, the language for Javascript code is jQuery. Knockout.js: This is an open source Javascript library that implements the Model-View-ViewModel (MVVM) pattern, providing a great way of creating interactive frontend components. LESS: This is an open source CSS preprocessor that allows the developer to write styles for the store in a more maintainable and extendable way. Magento UI Library: This is a modular frontend library that uses a set of mix-ins for general elements and allows developers to work more efficiently on frontend tasks. New tools Magento Performance Toolkit: This is a tool that allows merchants and developers to test the performance of the Magento installation and customizations. Magento 2 command-line tool: This is a tool to run a set of commands in the Magento installation to clear the cache, re-index the store, create database backups, enable maintenance mode, and more. Data Migration Tool: This tool allows developers to migrate the existing data from Magento 1.x to Magento 2. The tool includes verification, progress tracking, logging, and testing functions. Code Migration Toolkit: This allows developers to migrate Magento 1.x extensions and customizations to Magento 2. Manual verification and updates are required in order to make the Magento 1.x extensions compatible with Magento 2. Magento 2 Developer Documentation: One of the complaints by the Magento community was that Magento 1 didn’t have enough documentation for developers. In order to resolve this problem, the Magento team created the official Magento 2 Developer Documentation with information for developers, system administrators, designers, and QA specialists. Admin panel changes Better UI: The admin panel has a new look-and-feel, which is more intuitive and easier to use. In addition to that, the admin panel is now responsive and can be viewed from any device in any resolution. Inline editing: The admin panel grids allow inline editing to manage data in a more effective way. Step-by-step product creation: The product add/edit page is one of the most important pages in the admin panel. The Magento team worked hard to create a different experience when it comes to adding/editing products in the Magento admin panel, and the result is that you can manage products with a step-by-step page that includes the fields and import tools separated in different sections. Frontend changes Integrated video in product page: Magento 2 allows uploading a video for the product, introducing a new way of displaying products in the catalog. Simplified checkout: The steps in the checkout page have been reduced to allow customers to place orders in less time, increasing the conversion rate of the Magento store. Register section removed from checkout page: In Magento 1, the customer had the opportunity to register from step 1 of the checkout page. This required the customer to think about his account and the password before completing the order. In order to make the checkout simpler, Magento 2 allows the customer to register from the order success page without delaying the checkout process. What do you need to get started? Magento is a really powerful platform and there is always something new to learn. Just when you think you know everything about Magento, a new version is released with new features to discover. This makes Magento fun, and this makes Magento unique as an e-commerce platform. That being said, this book will be your guide to discover everything you need to know to implement, manage, and maintain your first Magento store. In addition to that, I would like to highlight additional resources that will be useful in your journey of mastering Magento: Official Magento Blog (https://magento.com/blog): Get the latest news from the Magento team: best practices, customer stories, information related to events, and general Magento news Magento Resources Library (https://magento.com/resources): Videos, webinars and publications covering useful information organized by categories: order management, marketing and merchandising, international expansion, customer experience, mobile architecture and technology, performance and scalability, security, payments and fraud, retail innovation, and business flexibility Magento Release Information (http://devdocs.magento.com/guides/v2.1/release-notes/bk-release-notes.html): This is the place where you will get all the information about the latest Magento releases, including the highlights of each release, security enhancements, information about known issues, new features, and instructions for upgrade Magento Security Center (https://magento.com/security): Information about each of the Magento security patches as well as best practices and guidelines to keep your Magento store secure Upcoming Events and Webinars (https://magento.com/events): The official list of upcoming Magento events, including live events and webinars Official Magento Forums (https://community.magento.com): Get feedback from the Magento community in the official Magento Forums Summary In this article, we reviewed Magento 2 and the changes that have been introduced in the new version of the platform. We also analyzed the types of e-commerce solutions and the most important platforms available. Resources for Article: Further resources on this subject: Installing Magento [article] Magento : Payment and shipping method [article] Magento 2 – the New E-commerce Era [article]
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Packt
10 Nov 2016
16 min read
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Internationalization

Packt
10 Nov 2016
16 min read
In this article by Jérémie Bouchet author of the book Magento Extensions Development. We will see how to handle this aspect of our extension and how it is handled in a complex extension using an EAV table structure. In this article, we will cover the following topics: The EAV approach Store relation table Translation of template interface texts (For more resources related to this topic, see here.) The EAV approach The EAV structure in Magento is used for complex models, such as customer and product entities. In our extension, if we want to add a new field for our events, we would have to add a new column in the main table. With the EAV structure, each attribute is stored in a separate table depending on its type. For example, catalog_product_entity, catalog_product_entity_varchar and catalog_product_entity_int. Each row in the subtables has a foreign key reference to the main table. In order to handle multiple store views in this structure, we will add a column for the store ID in the subtables. Let's see an example for a product entity, where our main table contains only the main attribute: The varchar table structure is as follows: The 70 attribute corresponds to the product name and is linked to our 1 entity. There is a different product name for the store view, 0 (default) and 2 (in French in this example). In order to create an EAV model, you will have to extend the right class in your code. You can inspire your development on the existing modules, such as customers or products. Store relation table In our extension, we will handle the store views scope by using a relation table. This behavior is also used for the CMS pages or blocks, reviews, ratings, and all the models that are not EAV-based and need to be store views-related. Creating the new table The first step is to create the new table to store the new data: Create the [extension_path]/Setup/UpgradeSchema.php file and add the following code: <?php namespace BlackbirdTicketBlasterSetup; use MagentoEavSetupEavSetup; use MagentoEavSetupEavSetupFactory; use MagentoFrameworkSetupUpgradeSchemaInterface; use MagentoFrameworkSetupModuleContextInterface; use MagentoFrameworkSetupSchemaSetupInterface; /** * @codeCoverageIgnore */ class UpgradeSchema implements UpgradeSchemaInterface { /** * EAV setup factory * * @varEavSetupFactory */ private $eavSetupFactory; /** * Init * * @paramEavSetupFactory $eavSetupFactory */ public function __construct(EavSetupFactory $eavSetupFactory) { $this->eavSetupFactory = $eavSetupFactory; } public function upgrade(SchemaSetupInterface $setup, ModuleContextInterface $context) { if (version_compare($context->getVersion(), '1.3.0', '<')) { $installer = $setup; $installer->startSetup(); /** * Create table 'blackbird_ticketblaster_event_store' */ $table = $installer->getConnection()->newTable( $installer->getTable('blackbird_ticketblaster_event_store') )->addColumn( 'event_id', MagentoFrameworkDBDdlTable::TYPE_SMALLINT, null, ['nullable' => false, 'primary' => true], 'Event ID' )->addColumn( 'store_id', MagentoFrameworkDBDdlTable::TYPE_SMALLINT, null, ['unsigned' => true, 'nullable' => false, 'primary' => true], 'Store ID' )->addIndex( $installer->getIdxName('blackbird_ticketblaster_event_store', ['store_id']), ['store_id'] )->addForeignKey( $installer->getFkName('blackbird_ticketblaster_event_store', 'event_id', 'blackbird_ticketblaster_event', 'event_id'), 'event_id', $installer->getTable('blackbird_ticketblaster_event'), 'event_id', MagentoFrameworkDBDdlTable::ACTION_CASCADE )->addForeignKey( $installer->getFkName('blackbird_ticketblaster_event_store', 'store_id', 'store', 'store_id'), 'store_id', $installer->getTable('store'), 'store_id', MagentoFrameworkDBDdlTable::ACTION_CASCADE )->setComment( 'TicketBlaster Event To Store Linkage Table' ); $installer->getConnection()->createTable($table); $installer->endSetup(); } } } The upgrade method will handle all the necessary updates in our database for our extension. In order to differentiate the update for a different version of the extension, we surround the script with a version_compare() condition. Once this code is set, we need to tell Magento that our extension has new database upgrades to process. Open the [extension_path]/etc/module.xml file and change the version number 1.2.0 to 1.3.0: <?xml version="1.0"?> <config xsi_noNamespaceSchemaLocation="../../../../../lib/internal/Magento/Framework/Module/etc/module.xsd"> <module name="Blackbird_TicketBlaster" setup_version="1.3.0"> <sequence> <module name="Magento_Catalog"/> <module name="Blackbird_AnotherModule"/> </sequence> </module> </config> In your terminal, run the upgrade by typing the following command: php bin/magentosetup:upgrade The new table structure now contains two columns: event_id and store_id. This table will store which events are available for store views: If you have previously created events, we recommend emptying the existing blackbird_ticketblaster_event table, because they won't have a default store view and this may trigger an error output. Adding the new input to the edit form In order to select the store view for the content, we will need to add the new input to the edit form. Before running this code, you should add a new store view: Here's how to do that: Open the [extension_path]/Block/Adminhtml/Event/Edit/Form.php file and add the following code in the _prepareForm() method, below the last addField() call: /* Check is single store mode */ if (!$this->_storeManager->isSingleStoreMode()) { $field = $fieldset->addField( 'store_id', 'multiselect', [ 'name' => 'stores[]', 'label' => __('Store View'), 'title' => __('Store View'), 'required' => true, 'values' => $this->_systemStore->getStoreValuesForForm(false, true) ] ); $renderer = $this->getLayout()->createBlock( 'MagentoBackendBlockStoreSwitcherFormRendererFieldsetElement' ); $field->setRenderer($renderer); } else { $fieldset->addField( 'store_id', 'hidden', ['name' => 'stores[]', 'value' => $this->_storeManager->getStore(true)->getId()] ); $model->setStoreId($this->_storeManager->getStore(true)->getId()); } This results in a new multiselect field in the form. Saving the new data in the new table Now we have the form and the database table, we have to write the code to save the data from the form: Open the [extension_path]/Model/Event.php file and add the following method at its end: /** * Receive page store ids * * @return int[] */ public function getStores() { return $this->hasData('stores') ? $this->getData('stores') : $this->getData('store_id'); } Open the [extension_path]/Model/ResourceModel/Event.php file and replace all the code with the following code: <?php namespace BlackbirdTicketBlasterModelResourceModel; class Event extends MagentoFrameworkModelResourceModelDbAbstractDb { [...] The afterSave() method is handling our insert queries in the new table. The afterload() and getLoadSelect() methods are handling the new load mode to select the right events. Your new table is now filled when you save your events; they are also properly loaded when you go back to your edit form. Showing the store views in the admin grid In order to inform admin users of the selected store views for one event, we will add a new column in the admin grid: Open the [extension_path]/Model/ResourceModel/Event/Collection.php file and replace all the code with the following code: <?php namespace BlackbirdTicketBlasterModelResourceModelEvent; class Collection extends MagentoFrameworkModelResourceModelDbCollectionAbstractCollection { [...] Open the [extention_path]/view/adminhtml/ui_component/ticketblaster_event_listing.xml file and add the following XML instructions before the end of the </filters> tag: <filterSelect name="store_id"> <argument name="optionsProvider" xsi_type="configurableObject"> <argument name="class" xsi_type="string">MagentoCmsUiComponentListingColumnCmsOptions</argument> </argument> <argument name="data" xsi_type="array"> <item name="config" xsi_type="array"> <item name="dataScope" xsi_type="string">store_id</item> <item name="label" xsi_type="string" translate="true">Store View</item> <item name="captionValue" xsi_type="string">0</item> </item> </argument> </filterSelect> Before the actionsColumn tag, add the new column: <column name="store_id" class="MagentoStoreUiComponentListingColumnStore"> <argument name="data" xsi_type="array"> <item name="config" xsi_type="array"> <item name="bodyTmpl" xsi_type="string">ui/grid/cells/html</item> <item name="sortable" xsi_type="boolean">false</item> <item name="label" xsi_type="string" translate="true">Store View</item> </item> </argument> </column> You can refresh your grid page and see the new column added at the end. Magento remembers the previous column's order. If you add a new column, it will always be added at the end of the table. You will have to manually reorder them by dragging and dropping them. Modifying the frontend event list Our frontend list (/events) is still listing all the events. In order to list only the events available for our current store view, we need to change a file: Edit the [extension_path]/Block/EventList.php file and replace the code with the following code: <?php namespace BlackbirdTicketBlasterBlock; use BlackbirdTicketBlasterApiDataEventInterface; use BlackbirdTicketBlasterModelResourceModelEventCollection as EventCollection; use MagentoCustomerModelContext; class EventList extends MagentoFrameworkViewElementTemplate implements MagentoFrameworkDataObjectIdentityInterface { /** * Store manager * * @var MagentoStoreModelStoreManagerInterface */ protected $_storeManager; /** * @var MagentoCustomerModelSession */ protected $_customerSession; /** * Construct * * @param MagentoFrameworkViewElementTemplateContext $context * @param BlackbirdTicketBlasterModelResourceModelEventCollectionFactory $eventCollectionFactory, * @param array $data */ public function __construct( MagentoFrameworkViewElementTemplateContext $context, BlackbirdTicketBlasterModelResourceModelEventCollectionFactory $eventCollectionFactory, MagentoStoreModelStoreManagerInterface $storeManager, MagentoCustomerModelSession $customerSession, array $data = [] ) { parent::__construct($context, $data); $this->_storeManager = $storeManager; $this->_eventCollectionFactory = $eventCollectionFactory; $this->_customerSession = $customerSession; } /** * @return BlackbirdTicketBlasterModelResourceModelEventCollection */ public function getEvents() { if (!$this->hasData('events')) { $events = $this->_eventCollectionFactory ->create() ->addOrder( EventInterface::CREATION_TIME, EventCollection::SORT_ORDER_DESC ) ->addStoreFilter($this->_storeManager->getStore()->getId()); $this->setData('events', $events); } return $this->getData('events'); } /** * Return identifiers for produced content * * @return array */ public function getIdentities() { return [BlackbirdTicketBlasterModelEvent::CACHE_TAG . '_' . 'list']; } /** * Is logged in * * @return bool */ public function isLoggedIn() { return $this->_customerSession->isLoggedIn(); } } Note that we have a new property available and instantiated in our constructor: storeManager. Thanks to this class, we can filter our collection with the store view ID by calling the addStoreFilter() method on our events collection. Restricting the frontend access by store view The events will not be listed in our list page if they are not available for the current store view, but they can still be accessed with their direct URL, for example http://[magento_url]/events/view/index/event_id/2. We will change this to restrict the frontend access by store view: Open the [extention_path]/Helper/Event.php file and replace the code with the following code: <?php namespace BlackbirdTicketBlasterHelper; use BlackbirdTicketBlasterApiDataEventInterface; use BlackbirdTicketBlasterModelResourceModelEventCollection as EventCollection; use MagentoFrameworkAppActionAction; class Event extends MagentoFrameworkAppHelperAbstractHelper { /** * @var BlackbirdTicketBlasterModelEvent */ protected $_event; /** * @var MagentoFrameworkViewResultPageFactory */ protected $resultPageFactory; /** * Store manager * * @var MagentoStoreModelStoreManagerInterface */ protected $_storeManager; /** * Constructor * * @param MagentoFrameworkAppHelperContext $context * @param BlackbirdTicketBlasterModelEvent $event * @param MagentoFrameworkViewResultPageFactory $resultPageFactory * @SuppressWarnings(PHPMD.ExcessiveParameterList) */ public function __construct( MagentoFrameworkAppHelperContext $context, BlackbirdTicketBlasterModelEvent $event, MagentoFrameworkViewResultPageFactory $resultPageFactory, MagentoStoreModelStoreManagerInterface $storeManager, ) { $this->_event = $event; $this->_storeManager = $storeManager; $this->resultPageFactory = $resultPageFactory; $this->_customerSession = $customerSession; parent::__construct($context); } /** * Return an event from given event id. * * @param Action $action * @param null $eventId * @return MagentoFrameworkViewResultPage|bool */ public function prepareResultEvent(Action $action, $eventId = null) { if ($eventId !== null && $eventId !== $this->_event->getId()) { $delimiterPosition = strrpos($eventId, '|'); if ($delimiterPosition) { $eventId = substr($eventId, 0, $delimiterPosition); } $this->_event->setStoreId($this->_storeManager->getStore()->getId()); if (!$this->_event->load($eventId)) { return false; } } if (!$this->_event->getId()) { return false; } /** @var MagentoFrameworkViewResultPage $resultPage */ $resultPage = $this->resultPageFactory->create(); // We can add our own custom page handles for layout easily. $resultPage->addHandle('ticketblaster_event_view'); // This will generate a layout handle like: ticketblaster_event_view_id_1 // giving us a unique handle to target specific event if we wish to. $resultPage->addPageLayoutHandles(['id' => $this->_event->getId()]); // Magento is event driven after all, lets remember to dispatch our own, to help people // who might want to add additional functionality, or filter the events somehow! $this->_eventManager->dispatch( 'blackbird_ticketblaster_event_render', ['event' => $this->_event, 'controller_action' => $action] ); return $resultPage; } } The setStoreId() method called on our model will load the model only for the given ID. The events are no longer available through their direct URL if we are not on their available store view. Translation of template interface texts In order to translate the texts written directly in the template file, for the interface or in your PHP class, you need to use the __('Your text here') method. Magento looks for a corresponding match within all the translation CSV files. There is nothing to be declared in XML; you simply have to create a new folder at the root of your module and create the required CSV: Create the [extension_path]/i18n folder. Create [extension_path]/i18n/en_US.csv and add the following code: "Event time:","Event time:" "Please sign in to read more details.","Please sign in to read more details." "Read more","Read more" Create [extension_path]/i18n/en_US.csv and add the following code: "Event time:","Date de l'évènement :" "Pleasesign in to read more details.","Merci de vous inscrire pour plus de détails." "Read more","Lire la suite" The CSV file contains the correspondences between the key used in the code and the value in its final language. Translation of e-mail templates: creating and translating the e-mails We will add a new form in the Details page to share the event to a friend. The first step is to declare your e-mail template. To declare your e-mail template, create a new [extension_path]/etc/email_templates.xml file and add the following code: <?xml version="1.0"?> <config xsi_noNamespaceSchemaLocation="urn:magento:module:Magento_Email:etc/email_templates.xsd"> <template id="ticketblaster_email_email_template" label="Share Form" file="share_form.html" type="text" module="Blackbird_TicketBlaster" area="adminhtml"/> </config> This XML line declares a new template ID, label, file path, module, and area (frontend or adminhtml). Next, create the corresponding template by creating the [extension_path]/view/adminhtml/email/share_form.html file and add the following code: <!--@subject Share Form@--> <!--@vars { "varpost.email":"Sharer Email", "varevent.title":"Event Title", "varevent.venue":"Event Venue" } @--> <p>{{trans "Your friend %email is sharing an event with you:" email=$post.email}}</p> {{trans "Title: %title" title=$event.title}}<br/> {{trans "Venue: %venue" venue=$event.venue}}<br/> <p>{{trans "View the detailed page: %url" url=$event.url}}</p> Note that in order to translate texts within the HTML file, we use the trans function, which works like the default PHP printf() function. The function will also use our i18n CSV files to find a match for the text. Your e-mail template can also be overridden directly from the backoffice: Marketing | Email templates. The e-mail template is ready; we will also add the ability to change it in the system configuration and allow users to determine the sender's e-mail and name: Create the [extension_path]/etc/adminhtml/system.xml file and add the following code: <?xml version="1.0"?> <config xsi_noNamespaceSchemaLocation="urn:magento:module:Magento_Config:etc/system_file.xsd"> <system> <section id="ticketblaster" translate="label" type="text" sortOrder="100" showInDefault="1" showInWebsite="1" showInStore="1"> <label>Ticket Blaster</label> <tab>general</tab> <resource>Blackbird_TicketBlaster::event</resource> <group id="email" translate="label" type="text" sortOrder="50" showInDefault="1" showInWebsite="1" showInStore="1"> <label>Email Options</label> <field id="recipient_email" translate="label" type="text" sortOrder="10" showInDefault="1" showInWebsite="1" showInStore="1"> <label>Send Emails To</label> <validate>validate-email</validate> </field> <field id="sender_email_identity" translate="label" type="select" sortOrder="20" showInDefault="1" showInWebsite="1" showInStore="1"> <label>Email Sender</label> <source_model>MagentoConfigModelConfigSourceEmailIdentity</source_model> </field> <field id="email_template" translate="label comment" type="select" sortOrder="30" showInDefault="1" showInWebsite="1" showInStore="1"> <label>Email Template</label> <comment>Email template chosen based on theme fallback when "Default" option is selected.</comment> <source_model>MagentoConfigModelConfigSourceEmailTemplate</source_model> </field> </group> </section> </system> </config> Create the [extension_path]/etc/config.xml file and add the following code: <?xml version="1.0"?> <config xsi_noNamespaceSchemaLocation="urn:magento:module:Magento_Store:etc/config.xsd"> <default> <ticketblaster> <email> <recipient_email> <![CDATA[hello@example.com]]> </recipient_email> <sender_email_identity>custom2</sender_email_identity> <email_template>ticketblaster_email_email_template</email_template> </email> </ticketblaster> </default> </config> Thanks to these two files, you can change the configuration for the e-mail template in the Admin panel (Stores | Configuration). Let's create our HTML form and the controller that will handle our submission: Open the existing [extension_path]/view/frontend/templates/view.phtml file and add the following code at the end: <form action="<?php echo $block->getUrl('events/view/share', array('event_id' => $event->getId())); ?>" method="post" id="form-validate" class="form"> <h3> <?php echo __('Share this event to my friend'); ?> </h3> <input type="email" name="email" class="input-text" placeholder="email" /> <button type="submit" class="button"><?php echo __('Share'); ?></button> </form> Create the [extension_path]/Controller/View/Share.php file and add the following code: <?php namespace BlackbirdTicketBlasterControllerView; use MagentoFrameworkExceptionNotFoundException; use MagentoFrameworkAppRequestInterface; use MagentoStoreModelScopeInterface; use BlackbirdTicketBlasterApiDataEventInterface; class Share extends MagentoFrameworkAppActionAction { [...] This controller will get the necessary configuration entirely from the admin and generate the e-mail to be sent. Testing our code by sending the e-mail Go to the page of an event and fill in the form we prepared. When you submit it, Magento will send the e-mail immediately. Summary In this article, we addressed all the main processes that are run for internationalization. We can now create and control the availability of our events with regards to Magento's stores and translate the contents of our pages and e-mails. Resources for Article: Further resources on this subject: Magento Theme Distribution [article] Installing Magento [article] Magento 2 – the New E-commerce Era [article]
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Packt
02 Nov 2016
8 min read
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Magento Theme Distribution

Packt
02 Nov 2016
8 min read
"Invention is not enough. Tesla invented the electric power we use, but he struggled to get it out to people. You have to combine both things: invention and innovation focus, plus the company that can commercialize things and get them to people" – Larry Page In this article written by Fernando J Miguel, author of the book Magento 2 Theme Design Second Edition, you will learn the process of sharing, code hosting, validating, and publishing your subject as well as future components (extensions/modules) that you develop for Magento 2. (For more resources related to this topic, see here.) The following topics will be covered in this article: The packaging process Packaging your theme Hosting your theme The Magento marketplace The packaging process For every theme you develop for distribution in marketplaces and repositories through the sale and delivery of projects to clients and contractors of the service, you must follow some mandatory requirements for the theme to be packaged properly and consequently distributed to different Magento instances. Magento uses the composer.json file to define dependencies and information relevant to the developed component. Remember how the composer.json file is declared in the Bookstore theme: { "name": "packt/bookstore", "description": "BookStore theme", "require": { "php": "~5.5.0|~5.6.0|~7.0.0", "magento/theme-frontend-luma": "~100.0", "magento/framework": "~100.0" }, "type": "magento2-theme", "version": "1.0.0", "license": [ "OSL-3.0", "AFL-3.0" ], "autoload": { "files": [ "registration.php" ], "psr-4": { "Packt\BookStore\": "" } } } The main fields of the declaration components in the composer.json file are as follows: Name: A fully qualified component name Type: This declares the component type Autoload: This specifies the information necessary to be loaded in the component The three main types of Magento 2 component declarations can be described as follows: Module: Use the magento2-module type to declare modules that add to and/or modify functionalities in the Magento 2 system Theme: Use the magento2-theme type to declare themes in Magento 2 storefronts Language package: Use the magento2-language type to declare translations in the Magento 2 system Besides the composer.json file that must be declared in the root directory of your theme, you should follow these steps to meet the minimum requirements for packaging your new theme: Register the theme by declaring the registration.php file. Package the theme, following the standards set by Magento. Validate the theme before distribution. Publish the theme. From the minimum requirements mentioned, you already are familiar with the composer.json and registration.php files. Now we will look at the packaging process, validation, and publication in sequence. Packaging your theme By default, all themes should be compressed in ZIP format and contain only the root directory of the component developed, excluding any file and directory that is not part of the standard structure. The following command shows the compression standard used in Magento 2 components: zip -r vendor-name_package-name-1.0.0.zip package-path/* -x 'package-path/.git/*' Here, the name of the ZIP file has the following components: vendor: This symbolizes the vendor by which the theme was developed name_package: This is the package name name: This is the component name 1.0.0: This is the component version After formatting the component name, it defines which directory will be compressed, followed by the -x parameter, which excludes the git directory from the theme compression. How about applying ZIP compression on the Bookstore theme? To do this, follow these steps: Using a terminal or Command Prompt, access the theme's root directory: <magento_root>/app/design/frontend/Packt/bookstore. Run the zip packt-bookstore-bookstore.1.0.0.zip*-x'.git/*' command. Upon successfully executing this command, you will have packed your theme, and your directory will be as follows: After this, you will validate your new Magento theme using a verification tool. Magento component validation The Magento developer community created the validate_m2_package script to perform validation of components developed for Magento 2. This script is available on the GitHub repository of the Magento 2 development community in the marketplace-tools directory: According to the description, the idea behind Marketplace Tools is to house standalone tools that developers can use to validate and verify their extensions before submitting them to the Marketplace. Here's how to use the validation tool: Download the validate_m2_package.php script, available at https://github.com/magento/marketplace-tools. Move the script to the root directory of the Bookstore theme <magento_root>/app/design/frontend/Packt/bookstore. Open a terminal or Command Prompt. Run the validate_m2_package.php packt-bookstore-bookstore.1.0.0.zip PHP command. This command will validate the package you previously created with the ZIP command. If all goes well, you will not have any response from the command line, which will mean that your package is in line with the minimum requirements for publication. If you wish, you can use the -d parameter that enables you to debug your component by printing messages during verification. To use this option, run the following command: php validate_m2_package.php -d packt-bookstore-bookstore.1.0.0.zip If everything goes as expected, the response will be as follows: Hosting your theme You can share your Magento theme and host your code on different services to achieve greater interaction with your team or even with the Magento development community. Remembering that the standard control system software version used by the Magento development community is Git. There are some options well used in the market, so you can distribute your code and share your work. Let's look at some of these options. Hosting your project on GitHub and Packagist The most common method of hosting your code/theme is to use GitHub. Once you have created a repository, you can get help from the Magento developer community if you are working on an open source project or even one for learning purposes. The major point of using GitHub is the question of your portfolio and the publication of your Magento 2 projects developed, which certainly will make a difference when you are looking for employment opportunities and trying to get selected for new projects. GitHub has a specific help area for users that provides a collection of documentation that developers may find useful. GitHub Help can be accessed directly at https://help.github.com/: To create a GitHub repository, you can consult the official documentation, available at https://help.github.com/articles/create-a-repo/. Once you have your project published on GitHub, you can use the Packagist (https://packagist.org/) service by creating a new account and entering the link of your GitHub package on Packagist: Packagist collects information automatically from the available composer.json file in the GitHub repository, creating your reference to use in other projects. Hosting your project in a private repository In some cases, you will be developing your project for private clients and companies. In case you want to keep your version control in private mode, you can use the following procedure: Create your own package composer repository using the Toran service (https://toranproxy.com/). Create your package as previously described. Send your package to your private repository. Add the following to your composer.json file: { "repositories": [ { "type": "composer", "url": [repository url here] } ] } Magento Marketplace According to Magento, Marketplace (https://marketplace.magento.com/) is the largest global e-commerce resource for applications and services that extend Magento solutions with powerful new features and functionality. Once you have completed developing the first version of your theme, you can upload your project to be a part of the official marketplace of Magento. In addition to allowing theme uploads, Magento Marketplace also allows you to upload shared packages and extensions (modules). To learn more about shared packages, visit http://docs.magento.com/marketplace/user_guide/extensions/shared-package-submit.html. Submitting your theme After the compression and validation processes, you can send your project to be distributed to Magento Marketplace. For this, you should confirm an account on the developer portal (https://developer.magento.com/customer/account/) with a valid e-mail and personal information about the scope of your activities. After this confirmation, you will have access to the extensions area at https://developer.magento.com/extension/extension/list/, where you will find options to submit themes and extensions: After clicking on the Add Theme button, you will need to answer a questionnaire: Which Magento platform your theme will work on The name of your theme Whether your theme will have additional services Additional functionalities your theme has What makes your theme unique After the questionnaire, you will need to fill in the details of your extension, as follows: Extension title Public version Package file (upload) The submitted theme will be evaluated by a technical review, and you will be able to see the evaluation progress through your e-mail and the control panel of the Magento developer area. You can find more information about Magento Marketplace at the following link: http://docs.magento.com/marketplace/user_guide/getting-started.html Summary In this article, you learned about the theme-packaging process besides validation according to the minimum requirements for its publication on Magento Marketplace. You are now ready to develop your solutions! There is still a lot of work left, but I encourage you to seek your way as a Magento theme developer by putting a lot of study, research, and application into the area. Participate in events, be collaborative, and count on the community's support. Good luck and success in your career path! Resources for Article: Further resources on this subject: Installing Magento [article] Social Media and Magento [article] Magento 2 – the New E-commerce Era [article]
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Packt
11 Jul 2016
21 min read
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Working with Forms using REST API

Packt
11 Jul 2016
21 min read
WordPress, being an ever-improving content management system, is now moving toward becoming a full-fledged application framework, which brings up the necessity for new APIs. The WordPress REST API has been created to create necessary and reliable APIs. The plugin provides an easy-to-use REST API, available via HTTP that grabs your site's data in the JSON format and further retrieves it. WordPress REST API is now at its second version and has brought a few core differences, compared to its previous one, including route registration via functions, endpoints that take a single parameter, and all built-in endpoints that use a common controller. In this article by Sufyan bin Uzayr, author of the book Learning WordPress REST API, you'll learn how to write a functional plugin to create and edit posts using the latest version of the WordPress REST API. This article will also cover the process on how to work efficiently with data to update your page dynamically based on results. This tutorial comes to serve as a basis and introduction to processing form data using the REST API and AJAX and not as a redo of the WordPress post editor or a frontend editing plugin. REST API's first task is to make your WordPress powered websites more dynamic, and for this precise reason, I have created a thorough tutorial that will take you step by step in this process. After you understand how the framework works, you will be able to implement it on your sites, thus making them more dynamic. (For more resources related to this topic, see here.) Fundamentals In this article, you will be doing something similar, but instead of using the WordPress HTTP API and PHP, you'll use jQuery's AJAX methods. All of the code for that project should go in its plugin file.Another important tip before starting is to have the required JavaScript client installed that uses the WordPress REST API. You will be using the JavaScript client to make it possible to authorize via the current user's cookies. As a note for this tip would be the fact that you can actually substitute another authorization method such as OAuth if you would find it suitable. Setup the plugin During the course of this tutorial, you'll only need one PHP and one JavaScript file. Nothing else is necessary for the creation of our plugin. We will be starting off with writing a simple PHP file that will do the following three key things for us: Enqueue the JavaScript file Localize a dynamically created JavaScript object into the DOM when you use the said file Create the HTML markup for our future form All that is required of us is to have two functions and two hooks. To get this done, we will be creating a new folder in our plugin directory with one of the PHP files inside it. This will serve as the foundation for our future plugin. We will give the file a conventional name, such as my-rest-post-editor.php. In the following you can see our starting PHP file with the necessary empty functions that we will be expanding in the next steps: <?php /* Plugin Name: My REST API Post Editor */ add_shortcode( 'My-Post-EditorR', 'my_rest_post_editor_form'); function my_rest_post_editor_form( ) { } add_action( 'wp_enqueue_scripts', 'my_rest_api_scripts' ); function my_rest_api_scripts() { } For this demonstration, notice that you're working only with the post title and post content. This means that in the form editor function, you only need the HTML for a simple form for those two fields. Creating the form with HTML markup As you can notice, we are only working with the post title and post content. This makes it necessary only to have the HTML for a simple form for those two fields in the editor form function. The necessary code excerpt is as follows: function my_rest_post_editor_form( ) { $form = ' <form id="editor"> <input type="text" name="title" id="title" value="My title"> <textarea id="content"></textarea> <input type="submit" value="Submit" id="submit"> </form> <div id="results"> </div>'; return $form; } Our aim is to show this only to those users who are logged in on the site and have the ability to edit posts. We will be wrapping the variable containing the form in some conditional checks that will allow us to fulfill the said aim. These tests will check whether the user is logged-inin the system or not, and if he's not,he will be provided with a link to the default WordPress login page. The code excerpt with the required function is as follows: function my_rest_post_editor_form( ) { $form = ' <form id="editor"> <input type="text" name="title" id="title" value="My title"> <textarea id="content"></textarea> <input type="submit" value="Submit" id="submit"> </form> <div id="results"> </div> '; if ( is_user_logged_in() ) { if ( user_can( get_current_user_id(), 'edit_posts' ) ) { return $form; } else { return __( 'You do not have permissions to do this.', 'my-rest-post-editor' ); } } else {      return sprintf( '<a href="%1s" title="Login">%2s</a>', wp_login_url( get_permalink( get_ queried_object_id() ) ), __( 'You must be logged in to do this, please click here to log in.', 'my-rest-post-editor') ); } } To avoid confusions, we do not want our page to be processed automatically or somehow cause a page reload upon submitting it, which is why our form will not have either a method or an action set. This is an important thing to notice because that's how we are avoiding the unnecessary automatic processes. Enqueueing your JavaScript file Another necessary thing to do is to enqueue your JavaScript file. This step is important because this function provides a systematic and organized way of loading Javascript files and styles. Using the wp_enqueue_script function, you will tell WordPress when to load a script, where to load it, and what are its dependencies. By doing this, everyone utilizes the built-in JavaScript libraries that come bundled with WordPress rather than loading the same third-party script several times. Another big advantage of doing this is that it helps reduce the page load time and avoids potential code conflicts with other plugins. We use this method instead the wrong method of loading in the head section of our site because that's how we avoid loading two different plugins twice, in case we add one more manually. Once the enqueuing is done, we will be localizing an array of data into it, which you'll need to include in the JavaScript that needs to be generated dynamically. This will include the base URL for the REST API, as that can change with a filter, mainly for security purposes. Our next step is to make this piece as useable and user-friendly as possible, and for this, we will be creating both a failure and success message in an array so that our strings would be translation friendly. When done with this, you'll need to know the current user's ID and include that one in the code as well. The result we have accomplished so far is owed to the wp_enqueue_script()and wp_localize_script()functions. It would also be possible to add custom styles to the editor, and that would be achieved by using the wp_enqueue_style()function. While we have assessed the importance and functionality of wp_enqueue_script(), let's take a close look at the other ones as well. The wp_localize_script()function allows you to localize a registered script with data for a JavaScript variable. By this, we will be offered a properly localized translation for any used string within our script. As WordPress currently offers localization API in PHP; this comes as a necessary measure. Though the localization is the main use of the function, it can be used to make any data available to your script that you can usually only get from the server side of WordPress. The wp_enqueue_stylefunctionis the best solution for adding stylesheets within your WordPress plugins, as this will handle all of the stylesheets that need to be added to the page and will do it in one place. If you have two plugins using the same stylesheet and both of them use the same handle, then WordPress will only add the stylesheet on the page once. When adding things to wp_enqueue_style, it adds your styles to a list of stylesheets it needs to add on the page when it is loaded. If a handle already exists, it will not add a new stylesheet to the list. The function is as follows: function my_rest_api_scripts() { wp_enqueue_script( 'my-api-post-editor', plugins_url( 'my-api-post-editor.js', __FILE__ ), array( 'jquery' ), false, true ); wp_localize_script( 'my-api-post-editor', 'my_post_editor', array( 'root' => esc_url_raw( rest_url() ), 'nonce' => wp_create_nonce( 'wp_json' ), 'successMessage' => __( 'Post Creation Successful.', 'my-rest-post-editor' ), 'failureMessage' => __( 'An error has occurred.', 'my-rest-post-editor' ), 'userID'    => get_current_user_id(), ) ); } That will be all the PHP you need as everything else is handled via JavaScript. Creating a new page with the editor shortcode (MY-POST-EDITOR) is what you should be doing next and then proceed to that new page. If you've followed the instructions precisely, then you should see the post editor form on that page. It will obviously not be functional just yet, not before we write some JavaScript that will add functionality to it. Issuing requests for creating posts To create posts from our form, we will need to use a POST request, which we can make by using jQuery's AJAX method. This should be a familiar and very simple process for you, yet if you're not acquitted with it,you may want to take a look through the documentation and guiding offered by the guys at jQuery themselves (http://api.jquery.com/jquery.ajax/). You will also need to create two things that may be new to you, such as the JSON array and adding the authorization header. In the following, we will be walking through each of them in details. To create the JSON object for your AJAX request, you must firstly create a JavaScript array from the input and then use the JSON.stringify()to convert it into JSON. The JSON.strinfiy() method will convert a JavaScript value to a JSON string by replacing values if a replacer function is specified or optionally including only the specified properties if a replacer array is specified. The following code excerpt is the beginning of the JavaScript file that shows how to build the JSON array: (function($){ $( '#editor' ).on( 'submit', function(e) {        e.preventDefault(); var title = $( '#title' ).val(); var content = $( '#content' ).val();        var JSONObj = { "title"  :title, "content_raw" :content, "status"  :'publish' };        var data = JSON.stringify(JSONObj); })(jQuery); Before passing the variable data to the AJAX request, you will have first to set the URL for the request. This step is as simple as appending wp.v2/posts to the root URL for the API, which is accessible via _POST_EDITOR.root: var url = _POST_EDITOR.root; url = url + 'wp/v2/posts'; The AJAX request will look a lot like any other AJAX request you would make, with the sole exception of the authorization headers. Because of the REST API's JavaScript client, the only thing that you will be required to do is to add a header to the request containing the nonce set in the _POST_EDITOR object. Another method that could work as an alternative would be the OAuth authorization method. Nonce is an authorization method that generates a number for specific use, such as a session authentication. In this context, nonce stands for number used once or number once. OAuth authorization method OAuth authorization method provides users with secure access to server resources on behalf of a resource owner. It specifies a process for resource owners to authorize third-party access to their server resources without sharing any user credentials. It is important to state that is has been designed to work with HTTP protocols, allowing an authorization server to issue access tokens to third-party clients. The third party would then use the access token to access the protected resources hosted on the server. Using the nonce method to verify cookie authentication involves setting a request header with the name X-WP-Nonce, which will contain the said nonce value. You can then use the beforeSend function of the request to send the nonce. Following is what that looks like in the AJAX request: $.ajax({            type:"POST", url: url, dataType : 'json', data: data,            beforeSend : function( xhr ) {                xhr.setRequestHeader( 'X-WP-Nonce', MY_POST_EDITOR.nonce ); }, }); As you might have noticed, the only missing things are the functions that would display success and failure. These alerts can be easily created by using the messages that we localized into the script earlier. We will now output the result of the provided request as a simple JSON array so that we would see how it looks like. Following is the complete code for the JavaScript to create a post editor that can now create new posts: (function($){ $( '#editor' ).on( 'submit', function(e) {        e.preventDefault(); var title = $( '#title' ).val(); var content = $( '#content' ).val();        var JSONObj = { "title"   :title, "content_raw" :content, "status"   :'publish' };        var data = JSON.stringify(JSONObj);        var url = MY_POST_EDITOR.root; url += 'wp/v2/posts';        $.ajax({            type:"POST", url: url, dataType : 'json', data: data,            beforeSend : function( xhr ) {                xhr.setRequestHeader( 'X-WP-Nonce', MY_POST_EDITOR.nonce ); }, success: function(response) {                alert( MY_POST_EDITOR.successMessage );                $( "#results").append( JSON.stringify( response ) ); }, failure: function( response ) {                alert( MY_POST_EDITOR.failureMessage ); } }); }); })(jQuery); This is how we can create a basic editor in WP REST API. If you are a logged in and the API is still active, you should create a new post and then create an alert telling you that the post has been created. The returned JSON object would then be placed into the #results container. Insert image_B05401_04_01.png If you followed each and every step precisely, you should now have a basic editor ready. You may want to give it a try and see how it works for you. So far, we have created and set up a basic editor that allows you to create posts. In our next steps, we will go through the process of adding functionality to our plugin, which will enable us to edit existing posts. Issuing requests for editing posts In this section, we will go together through the process of adding functionality to our editor so that we could edit existing posts. This part may be a little bit more detailed, mainly because the first part of our tutorial covered the basics and setup of the editor. To edit posts, we would need to have the following two things: A list of posts by author, with all of the posts titles and post content A new form field to hold the ID of the post you're editing As you can understand, the list of posts by author and the form field would lay the foundation for the functionality of editing posts. Before adding that hidden field to your form, add the following HTMLcode: <input type="hidden" name="post-id" id="post-id" value=""> In this step, we will need to get the value of the field for creating new posts. This will be achieved by writing a few lines of code in the JavaScript function. This code will then allow us to automatically change the URL, thus making it possible to edit the post of the said ID, rather than having to create a new one every time we would go through the process. This would be easily achieved by writing down a simple code piece, like the following one: var postID = $( '#post-id').val(); if ( undefined !== postID ) { url += '/';    url += postID; } As we move on, the preceding code will be placed before the AJAX section of the editor form processor. It is important to understand that the variable URL in the AJAX function will have the ID of the post that you are editing only if the field has value as well. The case in which no such value is present for the field, it will yield in the creation of a new post, which would be identical to the process you have been taken through previously. It is important to understand that to populate the said field, including the post title and post content field, you will be required to add a second form. This will result in all posts to be retrieved by the current user, by using a GET request. Based on the selection provided in the said form, you can set the editor form to update. In the PHP, you will then add the second form, which will look similar to the following: <form id="select-post"> <select id="posts" name="posts"> </select> <input type="submit" value="Select a Post to edit" id="choose-post"> </form> REST API will now be used to populate the options within the #posts select. For us to achieve that, we will have to create a request for posts by the current user. To accomplish our goal, we will be using the available results. We will now have to form the URL for requesting posts by the current user, which will happen if you will set the current user ID as a part of the _POST_EDITOR object during the processes of the script setup. A function needs to be created to get posts by the current author and populate the select field. This is very similar to what we did when we made our posts update, yet it is way simpler. This function will not require any authentication, and given the fact that you have already been taken through the process of creating a similar function, creating this one shouldn't be any more of a hassle for you. The success function loops through the results and adds them to the postselector form as options for its one field and will generate a similar code, something like the following: function getPostsByUser( defaultID ) {    url += '?filter[author]=';    url += my_POST_EDITOR.userID;    url += '&filter[per_page]=20';    $.ajax({ type:"GET", url: url, dataType : 'json', success: function(response) { var posts = {}; $.each(response, function(i, val) {                $( "#posts" ).append(new Option( val.title, val.ID ) ); });            if ( undefined != defaultID ) {                $('[name=posts]').val( defaultID ) } } }); } You can notice that the function we have created has one of the parameters set for defaultID, but this shouldn't be a matter of concern for you just now. The parameter, if defined, would be used to set the default value of the select field, yet, for now, we will ignore it. We will use the very same function, but without the default value, and will then set it to run on document ready. This is simply achieved by a small piece of code like the following: $( document ).ready( function() {    getPostsByUser(); }); Having a list of posts by the current user isn't enough, and you will have to get the title and the content of the selected post and push it into the form for further editing. This is will assure the proper editing possibility and make it possible to achieve the projected result. Moving on, we will need the other GET request to run on the submission of the postselector form. This should be something of the kind: $( '#select-post' ).on( 'submit', function(e) {    e.preventDefault();    var ID = $( '#posts' ).val();    var postURL = MY_POST_EDITOR.root; postURL += 'wp/v2/posts/';    postURL += ID;    $.ajax({ type:"GET", url: postURL, dataType : 'json', success: function(post) { var title = post.title; var content = post.content;            var postID = postID; $( '#editor #title').val( title ); $( '#editor #content').val( content );            $( '#select-post #posts').val( postID ); } }); }); In the form of <json-url>wp/v2/posts/<post-id>, we will build a new URL that will be used to scrape post data for any selected post. This will result in us making an actual request that will be used to take the returned data and then set it as the value of any of the three fields there in the editor form. Upon refreshing the page, you will be able to see all posts by the current user in a specific selector. Submitting the data by a click will yield in the following: The content and title of the post that you have selected will be visible to the editor, given that you have followed the preceding steps correctly. And the second occurrence will be in the fact that the hidden field for the post ID you have added should now be set. Even though the content and title of the post will be visible, we would still be unable to edit the actual posts as the function for the editor form was not set for this specific purpose, just yet. To achieve that, we will need to make a small modification to the function that will make it possible for the content to be editable. Besides, at the moment, we would only get our content and title displayed in raw JSON data; however, applying the method described previously will improve the success function for that request so that the title and content of the post displays in the proper container, #results. In order to achieve this, you will need a function that is going to update the said container with the appropriate data. The code piece for this function will be something like the following: function results( val ) { $( "#results").empty();        $( "#results" ).append( '<div class="post-title">' + val.title + '</div>'  );        $( "#results" ).append( '<div class="post-content">' + val.content + '</div>'  ); } The preceding code makes use of some very simple jQuery techniques, but that doesn't make it any worse as a proper introduction to updating page content by making use of data from the REST API. There are countless ways of getting a lot more detailed or creative with this if you dive in the markup or start adding any additional fields. That will always be an option for you if you're more of a savvy developer, but as an introductory tutorial, we're trying not to keep this tutorial extremely technical, which is why we'll stick to the provided example for now. Insert image_B05401_04_02.png As we move forward, you can use it in your modified form procession function, which will be something like the following: $( '#editor' ).on( 'submit', function(e) {    e.preventDefault(); var title = $( '#title' ).val(); var content = $( '#content' ).val(); console.log( content );    var JSONObj = { "title" "content_raw" "status" }; :title, :content, :'publish'    var data = JSON.stringify(JSONObj);    var postID = $( '#post-id').val();    if ( undefined !== postID ) { url += '/';        url += postID; }    $.ajax({        type:"POST", url: url, dataType : 'json', data: data,        beforeSend : function( xhr ) {            xhr.setRequestHeader( 'X-WP-Nonce', MY_POST_EDITOR.nonce ); }, success: function(response) {            alert( MY_POST_EDITOR.successMessage );            getPostsByUser( response.ID ); results( response ); }, failure: function( response ) {            alert( MY_POST_EDITOR.failureMessage ); } }); }); As you have noticed, a few changes have been applied, and we will go through each of them in specific: The first thing that has changed is the Post ID that's being edited is now conditionally added. This implies that we will make use of the form and it will serve to create new posts by POSTing to the endpoint. Another change with the POST ID is that it will now update posts via posts/<post-id>. The second change regards the success function. A new result() function was used to output the post title and content during the process of editing. Another thing is that we also reran the getPostsbyUser() function, yet it has been set in a way that posts will automatically offer the functionality of editing, just after you will createthem. Summary With this, we havefinishedoff this article, and if you have followed each step with precision, you should now have a simple yet functional plugin that can create and edit posts by using the WordPress REST API. This article also covered techniques on how to work with data in order to update your page dynamically based on the available results. We will now progress toward further complicated actions with REST API. Resources for Article: Further resources on this subject: Implementing a Log-in screen using Ext JS [article] Cluster Computing Using Scala [article] Understanding PHP basics [article]
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Packt
21 Jun 2016
19 min read
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Adding Media to Our Site

Packt
21 Jun 2016
19 min read
In this article by Neeraj Kumar et al, authors of the book, Drupal 8 Development Beginner's Guide - Second Edtion, explains a text-only site is not going to hold the interest of visitors; a site needs some pizzazz and some spice! One way to add some pizzazz to your site is by adding some multimedia content, such as images, video, audio, and so on. But, we don't just want to add a few images here and there; in fact, we want an immersive and compelling multimedia experience that is easy to manage, configure, and extend. The File entity (https://drupal.org/project/file_entity) module for Drupal 8 will enable us to manage files very easily. In this article, we will discover how to integrate the File entity module to add images to our d8dev site, and will explore compelling ways to present images to users. This will include taking a look at the integration of a lightbox-type UI element for displaying the File-entity-module-managed images, and learning how we can create custom image styles through UI and code. The following topics will be covered in this article: The File entity module for Drupal 8 Adding a Recipe image field to your content types Code example—image styles for Drupal 8 Displaying recipe images in a lightbox popup Working with Drupal issue queues (For more resources related to this topic, see here.) Introduction to the File entity module As per the module page at https://www.drupal.org/project/file_entity: File entity provides interfaces for managing files. It also extends the core file entity, allowing files to be fieldable, grouped into types, viewed (using display modes) and formatted using field formatters. File entity integrates with a number of modules, exposing files to Views, Entity API, Token and more. In our case, we need this module to easily edit image properties such as Title text and Alt text. So these properties will be used in the colorbox popup to display them as captions. Working with dev versions of modules There are times when you come across a module that introduces some major new features and is fairly stable, but not quite ready for use on a live/production website, and is therefore available only as a dev version. This is a perfect opportunity to provide a valuable contribution to the Drupal community. Just by installing and using a dev version of a module (in your local development environment, of course), you are providing valuable testing for the module maintainers. Of course, you should enter an issue in the project's issue queue if you discover any bugs or would like to request any additional features. Also, using a dev version of a module presents you with the opportunity to take on some custom Drupal development. However, it is important that you remember that a module is released as a dev version for a reason, and it is most likely not stable enough to be deployed on a public-facing site. Our use of the File entity module in this article is a good example of working with the dev version of a module. One thing to note: Drush will download official and dev module releases. But at this point in time, there is no official port for the File entity module in Drupal, so we will use the unofficial one, which lives on GitHub (https://github.com/drupal-media/file_entity). In the next step, we will be downloading the dev release with GitHub. Time for action – installing a dev version of the File entity module In Drupal, we use Drush to download and enable any module/theme, but there is no official port yet for the file entity module in Drupal, so we can use the unofficial one, which lives on GitHub at https://github.com/drupal-media/file_entity: Open the Terminal (Mac OS X) or Command Prompt (Windows) application, and go to the root directory of your d8dev site. Go inside the modules folder and download the File entity module from GitHub. We use the git command to download this module: $ git clone https://github.com/drupal-media/file_entity. Another way is to download a .zip file from https://github.com/drupal-media/file_entity and extract it in the modules folder: Next, on the Extend page (admin/modules), enable the File entity module. What just happened? We enabled the File entity module, and learned how to download and install with GitHub. A new recipe for our site In this article, we are going to create a new recipe: Thai Basil Chicken. If you would like to have more real content to use as an example, and feel free to try the recipe out! Name: Thai Basil Chicken Description: A spicy, flavorful version of one of my favorite Thai dishes RecipeYield : Four servings PrepTime: 25 minutes CookTime: 20 minutes Ingredients : One pound boneless chicken breasts Two tablespoons of olive oil Four garlic cloves, minced Three tablespoons of soy sauce Two tablespoons of fish sauce Two large sweet onions, sliced Five cloves of garlic One yellow bell pepper One green bell pepper Four to eight Thai peppers (depending on the level of hotness you want) One-third cup of dark brown sugar dissolved in one cup of hot water One cup of fresh basil leaves Two cups of Jasmin rice Instructions: Prepare the Jasmine rice according to the directions. Heat the olive oil in a large frying pan over medium heat for two minutes. Add the chicken to the pan and then pour on soy sauce. Cook the chicken until there is no visible pinkness—approximately 8 to 10 minutes. Reduce heat to medium low. Add the garlic and fish sauce, and simmer for 3 minutes. Next, add the Thai chilies, onion, and bell pepper and stir to combine. Simmer for 2 minutes. Add the brown sugar and water mixture. Stir to mix, and then cover. Simmer for 5 minutes. Uncover, add basil, and stir to combine. Serve over rice. Time for action – adding a Recipe images field to our Recipe content type We will use the manage fields administrative page to add a Media field to our d8dev Recipe content type: Open up the d8dev site in your favorite browser, click on the Structure link in the Admin toolbar, and then click on the Content types link. Next, on the Content types administrative page, click on the Manage fields link for your Recipe content type: Now, on the Manage fields administrative page, click on the Add field link. On the next screen, select Image from the Add a new field dropdown and Label as Recipe images. Click on the Save field settings button. Next, on the Field settings page, select Unlimited as the allowed number of values. Click on the Save field settings button. On the next screen, leave all settings as they are and click on the Save settings button. Next, on the Manage form display page, select widget Editable file for the Recipe images field and click on the Save button. Now, on the Manage display page, for the Recipe images field, select Hidden as the label. Click on the settings icon. Then select Medium (220*220) as the image style, and click on the Update button. At the bottom, click on the Save button: Let's add some Recipe images to a recipe. Click on the Content link in the menu bar, and then click on Add content and Recipe. On the next screen, fill in the title as Thai Basil Chicken and other fields respectively as mentioned in the preceding recipe details. Now, scroll down to the new Recipe images field that you have added. Click on the Add a new file button or drag and drop images that you want to upload. Then click on the Save and Publish button: Reload your Thai Basil Chicken recipe page, and you should see something similar to the following: All the images are stacked on top of each other. So, we will add the following CSS just under the style for field--name-field-recipe-images and field--type-recipe-images in the /modules/d8dev/styles/d8dev.css file, to lay out the Recipe images in more of a grid: .node .field--type-recipe-images { float: none !important; } .field--name-field-recipe-images .field__item { display: inline-flex; padding: 6px; } Now we will load this d8dev.css file to affect this grid style. In Drupal 8, loading a CSS file has a process: Save the CSS to a file. Define a library, which can contain the CSS file. Attach the library to a render array in a hook. So, we have already saved a CSS file called d8dev.css under the styles folder; now we will define a library. To define one or more (asset) libraries, add a *.libraries.yml file to your theme folder. Our module is named d8dev, and then the filename should be d8dev.libraries.yml. Each library in the file is an entry detailing CSS, like this: d8dev: version: 1.x css: theme: styles/d8dev.css: {} Now, we define the hook_page_attachments() function to load the CSS file. Add the following code inside the d8dev.module file. Use this hook when you want to conditionally add attachments to a page: /** * Implements hook_page_attachments(). */ function d8dev_page_attachments(array &$attachments) { $attachments['#attached']['library'][] = 'd8dev/d8dev'; } Now, we will need to clear the cache for our d8dev site by going to Configuration, clicking on the Performance link, and then clicking on the Clear all caches button. Reload your Thai Basil Chicken recipe page, and you should see something similar to the following: What just happened? We added and configured a media-based field for our Recipe content type. We updated the d8dev module with custom CSS code to lay out the Recipe images in more of a grid format. And also we looked at how to attach a CSS file through a module. Creating a custom image style Before we configure a colorbox feature, we are going to create a custom image style to use when we add them in colorbox content preview settings. Image styles for Drupal 8 are part of the core Image module. The core image module provides three default image styles—thumbnail, medium, and large—as seen in the following Image style configuration page: Now, we are going to add a fifth custom image style, an image style that will resize our images somewhere between the 100 x 75 thumbnail style and the 220 x 165 medium style. We will walkthrough the process of creating an image style through the Image style administrative page, and also walkthrough the process of programmatically creating an image style. Time for action – adding a custom image style through the image style administrative page First, we will use the Image style administrative page (admin/config/media/image-styles) to create a custom image style: Open the d8dev site in your favorite browser, click on the Configuration link in the Admin toolbar, and click on the Image styles link under the Media section. Once the Image styles administrative page has loaded, click on the Add style link. Next, enter small for the Image style name of your custom image style, and click on the Create new style button: Now, we will add the one and only effect for our custom image style by selecting Scale from the EFFECT options and then clicking on the Add button. On the Add Scale effect page, enter 160 for the width and 120 for the height. Leave the Allow Upscaling checkbox unchecked, and click on the Add effect button: Finally, just click on the Update style button on the Edit small style administrative page, and we are done. We now have a new custom small image style that we will be able to use to resize images for our site: What just happened? We learned how easy it is to add a custom image style with the administrative UI. Now, we are going to see how to add a custom image style by writing some code. The advantage of having code-based custom image styles is that it will allow us to utilize a source code repository, such as Git, to manage and deploy our custom image styles between different environments. For example, it would allow us to use Git to promote image styles from our development environment to a live production website. Otherwise, the manual configuration that we just did would have to be repeated for every environment. Time for action – creating a programmatic custom image style Now, we will see how we can add a custom image style with code: The first thing we need to do is delete the small image style that we just created. So, open your d8dev site in your favorite browser, click on the Configuration link in the Admin toolbar, and then click on the Image styles link under the Media section. Once the Image styles administrative page has loaded, click on the delete link for the small image style that we just added. Next, on the Optionally select a style before deleting small page, leave the default value for the Replacement style select list as No replacement, just delete, and click on the Delete button: In Drupal 8, image styles have been converted from an array to an object that extends ConfigEntity. All image styles provided by modules need to be defined as YAML configuration files in the config/install folder of each module. Suppose our module is located at modules/d8dev. Create a file called modules/d8dev/config/install/image.style.small.yml with the following content: uuid: b97a0bd7-4833-4d4a-ae05-5d4da0503041 langcode: en status: true dependencies: { } name: small label: small effects: c76016aa-3c8b-495a-9e31-4923f1e4be54: uuid: c76016aa-3c8b-495a-9e31-4923f1e4be54 id: image_scale weight: 1 data: width: 160 height: 120 upscale: false We need to use a UUID generator to assign unique IDs to image style effects. Do not copy/paste UUIDs from other pieces of code or from other image styles! The name of our custom style is small, is provided as the name and label as same. For each effect that we want to add to our image style, we will specify the effect we want to use as the name key, and then pass in values as the settings for the effect. In the case of the image_scale effect that we are using here, we pass in the width, height, and upscale settings. Finally, the value for the weight key allows us to specify the order the effects should be processed in, and although it is not very useful when there is only one effect, it becomes important when there are multiple effects. Now, we will need to uninstall and install our d8dev module by going to the Extend page. On the next screen click on the Uninstall tab, check the d8dev checkbox and click on the Uninstall button. Now, click on the List tab, check d8dev, and click on the Install button. Then, go back to the Image styles administrative page and you will see our programmatically created small image style. What just happened? We created a custom image style with some custom code. We then configured our Recipe content type to use our custom image style for images added to the Recipe images field. Integrating the Colorbox and File entity modules The File entity module provides interfaces for managing files. For images, we will be able to edit Title text, Alt text, and Filenames easily. However, the images are taking up quite a bit of room. Let's create a pop-up lightbox gallery and show images in a popup. When someone clicks on an image, a lightbox will pop up and allow the user to cycle through larger versions of all associated images. Time for action – installing the Colorbox module Before we can display Recipe images in a Colorbox, we need to download and enable the module: Open the Mac OS X Terminal or Windows Command Prompt, and change to the d8dev directory. Next, use Drush to download and enable the current dev release of the Colorbox module (http://drupal.org/project/colorbox): $ drush dl colorbox-8.x-1.x-dev Project colorbox (8.x-1.x-dev) downloaded to /var/www/html/d8dev/modules/colorbox. [success] $ drushencolorbox The following extensions will be enabled: colorbox Do you really want to continue? (y/n): y colorbox was enabled successfully. [ok] The Colorbox module depends on the Colorbox jQuery plugin available at https://github.com/jackmoore/colorbox. The Colorbox module includes a Drush task that will download the required jQuery plugin at the /libraries directory: $drushcolorbox-plugin Colorbox plugin has been installed in libraries [success] Next, we will look into the Colorbox display formatter. Click on the Structure link in the Admin toolbar, then click on the Content types link, and finally click on the manage display link for your Recipe content type under the Operations dropdown: Next, click on the FORMAT select list for the Recipe images field, and you will see an option for Colorbox, Select as Colorbox then you will see the settings change. Then, click on the settings icon: Now, you will see the settings for Colorbox. Select Content image style as small and Content image style for first image as small in the dropdown, and use the default settings for other options. Click on the Update button and next on the Save button at the bottom: Reload our Thai Basil Chicken recipe page, and you should see something similar to the following (with the new image style, small): Now, click on any image and then you will see the image loaded in the colorbox popup: We have learned more about images for colorbox, but colorbox also supports videos. Another way to add some spice to our site is by adding videos. So there are several modules available to work with colorbox for videos. The Video Embed Field module creates a simple field type that allows you to embed videos from YouTube and Vimeo and show their thumbnail previews simply by entering the video's URL. So you can try this module to add some pizzazz to your site! What just happened? We installed the Colorbox module and enabled it for the Recipe images field on our custom Recipe content type. Now, we can easily add images to our d8dev content with the Colorbox pop-up feature. Working with Drupal issue queues Drupal has its own issue queue for working with a team of developers around the world. If you need help for a specific project, core, module, or a theme related, you should go to the issue queue, where the maintainers, users, and followers of the module/theme communicate. The issue page provides a filter option, where you can search for specific issues based on Project, Assigned, Submitted by, Followers, Status, Priority, Category, and so on. We can find issues at https://www.drupal.org/project/issues/colorbox. Here, replace colorbox with the specific module name. For more information, see https://www.drupal.org/issue-queue. In our case, we have one issue with the colorbox module. Captions are working for the Automatic and Content title properties, but are not working for the Alt text and Title text properties. To check this issue, go to Structure | Content types and click on Manage display. On the next screen, click on the settings icon for the Recipe images field. Now select the Caption option as Title text or Alt text and click on the Update button. Finally, click on the Save button. Reload the Thai Basil Chicken recipe page, and click on any image. Then it opens in popup, but we cannot see captions for this. Make sure you have the Title text and Alt text properties updated for Recipe images field for the Thai Basil Chicken recipe. Time for action – creating an issue for the Colorbox module Now, before we go and try to figure out how to fix this functionality for the Colorbox module, let's create an issue: On https://www.drupal.org/project/issues/colorbox, click on the Create a new issue link: On the next screen we will see a form. We will fill in all the required fields: Title, Category as Bug report, Version as 8.x-1.x-dev, Component as Code, and the Issue summary field. Once I submitted my form, an issue was created at https://www.drupal.org/node/2645160. You should see an issue on Drupal (https://www.drupal.org/) like this: Next, the Maintainers of the colorbox module will look into this issue and reply accordingly. Actually, @frjo replied saying "I have never used that module but if someone who does sends in a patch I will take a look at it." He is a contributor to this module, so we will wait for some time and will see if someone can fix this issue by giving a patch or replying with useful comments. In case someone gives the patch, then we have to apply that to the colorbox module. This information is available on Drupal at https://www.drupal.org/patch/apply . What just happened? We understood and created an issue in the Colorbox module's issue queue list. We also looked into what the required fields are and how to fill them to create an issue in the Drupal module queue list form. Summary In this article, we looked at a way to use our d8dev site with multimedia, creating image styles using some custom code, and learned some new ways of interacting with the Drupal developer community. We also worked with the Colorbox module to add images to our d8dev content with the Colorbox pop-up feature. Lastly, we looked into the custom module to work with custom CSS files. Resources for Article: Further resources on this subject: Installing Drupal 8 [article] Drupal 7 Social Networking: Managing Users and Profiles [article] Drupal 8 and Configuration Management [article]
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Packt
10 May 2016
24 min read
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Managing Payment and Shipping with Magento 2

Packt
10 May 2016
24 min read
In this article by Bret Williams, author of the book Learning Magento 2 Administration, we will see how to manage payment gateways, shipping methods and orders with Magneto 2. E-commerce doesn't work unless customers actually purchase a product or service. In order to make that happen on your Magento store, you need to take payments, provide shipping solutions, collect any required taxes, and, of course, process orders. In this article , we're going to: Understand the checkout and payment process Discuss various payment methods you can offer your customers Configure table rate shipping and review other shipping options Manage the order process (For more resources related to this topic, see here.) It's extremely important that you take care to understand and manage these aspects of your online business, as this involves money — the customer's and yours. No matter how great your products or your pricing, if customers cannot purchase easily, understand your shipping and delivery, or feel in the least hesitant about completing their transaction, your customer leaves and neither they nor you achieve satisfactory results. Once an order is placed, you also have steps to take to process the purchase and make good on your obligation to fulfill your customer's request. Fortunately — as with many other aspects of online commerce — Magento has the features and tools in place to create a solid, efficient checkout experience. Understanding the checkout and payment process Since most people shopping online today have made at least one e-commerce purchase on a website, the general process of completing an order is fairly well established, although the exact steps will vary somewhat: Customer reviews their shopping cart, confirming the items they have decided to purchase. Customer enters their shipping destination information. Customer chooses a shipping method based on cost, method and time of delivery. Customer enters their payment information. Customer reviews their order and confirms their intent to purchase. The system (Magento, in our case) queries a payment processor for approval. The order is completed and ready for processing. Of course, as we'll explore in this article, there is much more detail related to this process. As online merchants, you want your customers to have a thorough, yet easy, purchasing experience and you want a valid order that can be fulfilled without complications. To achieve both ends, you have to prepare your Magento store to accurately process orders. So, let's jump in. Payment methods When a customer places an order on your Magento store, you'll naturally want to provide a means of capturing payment, whether it's immediate (credit card, PayPal, etc.) or delayed (COD, check, money order, credit). The payment methods you choose to provide, of course, are up to you, but you'll want to provide methods that: Reduce your risk of not getting paid. Provide convenience to your customers while fulfilling their payment expectations. Consumers expect to pay by credit card or through a third-party service such as PayPal. Wholesale buyers may expect to purchase using a Purchase Order or sending you a check before shipment. As with any business, you have to decide what will best benefit both you and your buyers. How Payment gateways work If you're new to online payments as a merchant, it's helpful to have an understanding of how payments are approved and captured in e-commerce. For this explanation, we're focusing on those payment gateways that allow you to accept credit and debit cards in your store. While PayPal Express and Standard works in a similar fashion, the three gateways that are included in the default Magento installation – PayPal Payments, Braintree and Authorize.net — process credit and debit cards similarly: Your customer enters their card information in your website during checkout. When the order is submitted, Magento sends a request to the gateway (PayPal Payments, Braintree or Authorize.net) for authorization of the card. The gateway submits the card information and order amount to a clearinghouse service that determines if the card is valid and the order amount does not exceed the credit limit of the cardholder. A success or failure code is returned to the gateway and on to the Magento store. If the intent is to capture the funds at time of purchase, the gateway will queue the capture into a batch for processing later in the day and notify Magento that the funds are "captured". A successful transaction will commit the order in Magento and a failure will result in a message to the purchaser. Other payment methods, such as PayPal Standard and PayPal Express, take the customer to the payment provider's website to complete the payment portion of the transaction. Once the payment is completed, the customer is returned to your Magento store front. When properly configured, integrated payment gateways will update Magento orders as they are authorized and/or captured. This automation means you spend less time managing orders and more time fulfilling shipments and satisfying your customers! PCI Compliance The protection of your customer's payment information is extremely important. Not only would a breach of security cause damage to your customer's credit and financial accounts, but the publicity of such a breach could be devastating to your business. Merchant account providers will require that your store meet stringent guidelines for PCI Compliance, a set of security requirements called Payment Card Industry Data Security Standard (PCI DSS). Your ability to be PCI compliant is based on the integrity of your hosting environment and by why methods you allow customers to enter credit card information on your site. Magento 2 no longer offers a Stored Credit Card payment method. It is highly unlikely that you could — or would want to — provide a server configuration secure enough to meet PCI DSS requirements for storing credit card information. You probably don't want the liability exposure, as well. You can, however, provide SSL Encryption that could satisfy PCI compliance as long as the credit card information is encrypted before being sent to your server, and then from your server to the credit card processor. As long as you're not storing the customer's credit card information on your server, you can meet PCI compliance as long as your hosting provider can assure compliance for server and database security. Even with SSL encryption, not all hosting environments will pass PCI DSS standards. It's vital that you work with a hosting company that has real Magento experience and can document proof of PCI compliance. Therefore, you should decide whether to provide onsite or offsite credit card payments. In other words, do you want to take payment information within your Magento checkout page or redirect the user to a payment service, such as PayPal, to complete their transaction? There are pros and cons of each method. Onsite transactions may be perceived as less secure and you do have to prove PCI compliance to your merchant account provider on an ongoing basis. However, onsite transactions mean that the customer can complete their transaction without leaving your website. This helps to preserve your brand experience for your customers. Fortunately, Magento is versatile enough to allow you to provide both options to your customers. Personally, we feel that offering multiple payment methods means you're more likely to complete a sale, while also showing your customers that you want to provide the most convenience in purchasing. Let's now review the various payment methods offered by default in Magento 2. Magento 2 comes with a host of the most popular and common payment methods. However, you should review other possibilities, such as Amazon Payments, Stripe and Moneybookers, depending on your target market. We anticipate that developers will be offering add-ons for these and other payment methods. Note that as you change the Merchant Location at the top of the Payment Methods panel, the payment methods available to you may change. PayPal all-in-one payment solutions While PayPal is commonly known for their quick and easy PayPal Express buttons — the ubiquitous yellow buttons you see throughout the web — PayPal can provide you with credit/debit card solutions that allow customers to use their cards without needing a PayPal account. To your customer, the checkout appears no different than if they were using a normal credit card checkout process. The big difference is that you have to set up a business account with PayPal before you can begin accepting non-PayPal account payments. Proceeds will go almost immediately into your PayPal account (you have to have a PayPal account), but your customers can pay by using a credit/debit card or their own PayPal account. With all-in-one solution, PayPal approves your application for a merchant account and allows you to accept all popular cards, including American Express, as a flat 2.9% rate, plus $0.30 per transaction. PayPal payments incur normal per transaction PayPal charges. We like this solution as it keeps all your online receipts in one account, while also giving you fast access to your sales income. PayPal also provides a debit card for its merchants that can earn back 1% on purchases. We use our PayPal debit card for all kinds of business purchases and receive a nice little cash back dividend each month. PayPal provide two ways to incorporate credit card payment capture on your website: PayPal Payments Advanced inserts a form on your site that is actually hosted from PayPal's highly secure servers. The form appears as part of your store, but you don't have any PCI compliance concerns. PayPal Payments Pro allows you to obtain payment information using the normal Magento form, then submit it to PayPal for approval. The difference to your customer is that for Advanced, there is a slight delay while the credit card form is inserted into the checkout page. You may also have some limitations in terms of styling. PayPal Standard, also a part of the all-in-one solution, takes your customer to a PayPal site for payment. Unlike PayPal Express, however, you can style this page to better reflect your brand image. Plus, customers do not have to have a PayPal account in order to use this checkout method. PayPal payment gateways If you already have a merchant account for collecting online payments, you can still utilize the integration of PayPal and Magento by setting up a PayPal business account that is linked to your merchant account. Instead of paying PayPal a percentage of each transaction — you would pay this to your merchant account provider — you simply pay a small per transaction fee. PayPal Express Offering PayPal Express is as easy as having a PayPal account. It does require some configurations of API credentials, but it does provide the simplest means of offering payment services without setting up a merchant account. PayPal Express will add "Buy Now" buttons to your product pages and the cart page of your store, giving shoppers quick and immediate ability to checkout using their PayPal account. Braintree PayPal recently acquired Braintree, a payment services company that adds additional services to merchants. While many of their offerings appear to overlap PayPal's, Braintree brings additional features to the marketplace such as Bitcoin, Venmo, Android Pay and Apple Pay payment methods, recurring billing and fraud protection. Like PayPal Payments, Braintree charges 2.9% + $0.30 per transaction. A Word about Merchant Fees After operating our own e-commerce businesses for many years, we have used many different merchant accounts and gateways. At first glance, 2.9% — offered by PayPal, Braintree and Stripe — appear to be expensive percentages. If you've been solicited by merchant account providers, you no doubt have been quoted rates as low as 1.7%. What is not often disclosed is that this rate only applies to basic cards that do not contain miles or other premiums. Rates for most cards you accept can be quite a bit higher. American Express usually charges more than 3% on transactions. Once you factor in gateway costs, reporting, monthly account costs, etc. you may find, as we did, that our total merchant costs using a traditional merchant account averaged over 3.3%! One cost you may not think to factor is the expense of set-up and integration. PayPal and Braintree have worked hard to create easy integrations to Magento (Stripe is not yet available for Magento 2 as of this writing). Check / Money Order If you have customers for whom you will accept payment by check and/or money order, you can enable this payment method. Be sure to enter all the information fields, especially Make Check Payable to and Send Check to. You will most likely want to keep the New Order Status as Pending, which means the order is not ready for fulfillment until you receive payment and update the order as Paid. As with any payment method, be sure to edit the Title of the method to reflect how you wish to communicate it to your customers. If you only wish to accept Money Orders, for instance, you might change Title to Money Orders (sorry, no checks). Bank transfer payment As with Check / Money order, you can allow customers to wire money to your account by providing information to your customers who choose this method. Cash on Delivery payment Likewise, you can offer COD payments. We still see this method being made available on wholesale shipments, but very rarely on B2C (Business-to-Consumer) sales. COD shipments usually cost more, so you will need to accommodate this added fee in your pricing or shipping methods. At present, there is no ability to add a COD fee using this payment method panel. Zero Subtotal Checkout If your customer, by use of discounts or credits, or selecting free items, owes nothing at checkout, enabling this method will cause Magento to hide payment methods during checkout. The content in the Title field will be displayed in these cases. Purchase order In B2B (Business-to-Business) sales, it's quite common to accept purchase order (PO) for customers with approved credit. If you enable this payment method, an additional field is presented to customers for entering their PO number when ordering. Authorize.net direct post Authorize.net — perhaps the largest payment gateway provider in the USA — provides an integrated payment capture mechanism that gives your customers the convenience of entering credit/debit card information on your site, but the actual form submission bypasses your server and goes directly to Authorize.net. This mechanism, as with PayPal Payments Advanced, lessens your responsibility for PCI compliance as the data is communicated directly between your customer and Authorize.net instead of passing through the Magento programming. In Magento 1.x, the regular Authorize.net gateway (AIM) was one of several default payment methods. We're not certain it will be added as a default in Magento 2, although we would imagine someone will build an extension. Regardless, we think Direct Post is a wonderful way to use Authorize.net and meet your PCI compliance obligations. Shipping methods Once you get paid for a sale, you need to fulfill the order and that means you have to ship the items purchased. How you ship products is largely a function of what shipping methods you make available to your customers. Shipping is one of the most complex aspects of e-commerce, and one where you can lose money if you're not careful. As you work through your shipping configurations, it's important to keep in mind: What you charge your customers for shipping does not have to be exactly what you're charged by your carriers. Just as you can offer free shipping, you can also charge flat rates based on weight or quantity, or add a surcharge to live rates. By default, Magento does not provide you with highly sophisticated shipping rate calculations, especially when it comes to dimensional shipping. Consider shipping rate calculations as estimates only. Consult with whomever is actually doing your shipping to determine if any rate adjustments should be made to accommodate dimensional shipping. Dimensional shipping refers to a recent change by UPS, FedEx and others to charge you the greater of two rates: the cost based on weight or the cost based on a formula to determine the equivalent weight of a package based on its size: (Length x Width x Height) ÷ 166 (for US domestic shipments; other factors apply for other countries and exports). Therefore, if you have a large package that doesn't weigh much, the live rate quoted in Magento might not be reflective of your actual cost once the dimensional weight is calculated. If your packages may be large and lightweight, consult your carrier representative or shipping fulfillment partner for guidance. If your shipping calculations need more sophistication than provided natively in Magento 2, consider an add-on. However, remember that what you charge to your customers does not have to be what you pay. For that reason — and to keep it simple for your customers — consider offering Table rates (as described later). Each method you choose will be displayed to your customers if their cart and shipping destination matches the conditions of the method. Take care not to confuse your customers with too many choices: simpler is better. Keeping these insights in mind, let's explore the various shipping methods available by default in Magento 2. Before we go over the shipping methods, let's go over some basic concepts that will apply to most, if not all, shipping methods. Origin From where you ship your products will determine shipping rates, especially for carrier rates (e.g. UPS, FedEx). To set your origin, go to Stores | Configuration | Sales | Shipping Settings and expand the Origin panel. At the very least, enter the Country, Region/State and ZIP/Postal Code field. The others are optional for rate calculation purposes. At the bottom of this panel is the choice to Apply custom Shipping Policy. If enabled, a field will appear where you can enter text about your overall shipping policy. For instance, you may want to enter Orders placed by 12:00p CT will be processed for shipping on the same day. Applies only to orders placed Monday-Friday, excluding shipping holidays. Handling fee You can add an invisible handling fee to all shipping rate calculations. Invisible in that it does not appear as a separate line item charge to your customers. To add a handling fee to a shipping method: Choose whether you wish to add a fixed amount or a percentage of the shipping cost If you choose to add a percentage, enter the amount as a decimal number instead of a percentage (example: 0.06 instead of 6%) Allowed countries As you configure your shipping methods, don't forget to designate to which countries you will ship. If you only ship to the US and Canada, for instance, be sure to have only those countries selected. Otherwise, you'll have customers from other countries placing orders you will have to cancel and refund. Method not available In some cases, the method you configured may not be applicable to a customer based on destination, type of product, weight or any number of factors. For these instances, you can choose to: Show the method (e.g. UPS, USPS, DHL, etc.), but with an error message that the method is not applicable Don't show the method at all Depending on your shipping destinations and target customers, you may want to show an error message just so the customer knows why no shipping solution is being displayed. If you don't show any error message and the customer disqualifies for any shipping method, the customer will be confused. Free shipping There are several ways to offer free shipping to your customers. If you want to display a Free Shipping option to all customers whose carts meet a minimum order amount (not including taxes or shipping), enable this panel. However, you may want to be more judicious in how and when you offer free shipping. Other alternatives include: Creating Shopping Cart Promotions Include a free shipping method in your Table Rates (see later in this section) Designate a specific free shipping method and minimum qualifying amount within a carrier configuration (such as UPS and FedEx) If you choose to use this panel, note that it will apply to all orders. Therefore, if you want to be more selective, consider one of the above methods. Flat Rate As with Free Shipping, above, the Flat Rate panel allows you to charge one, singular flat rate for all orders regardless of weight or destination. You can apply the rate on a per item or per order basis, as well. Table Rates While using live carrier rates can provide more accurate shipping quotes for your customers, you may find it more convenient to offer a series of rates for your customers at certain break points. For example, you might only need something as simple as for any domestic destination: 0-5 lbs, $5.99 6-10 lbs, $8.99 11+ lbs, $10.99 Let's assume you're a US-based shipper. While these rates will work for you when shipping to any of the contiguous 48 states, you need to charge more for shipments to Alaska and Hawaii. For our example, let's assume tiered pricing of $7.99, $11.99 and $14.99 at the same weight breaks. All of these conditions can be handled using the Table Rates shipping method. Based on our example, we would first start by creating a spreadsheet (in Excel or Numbers) similar to the following: Country Region/State Zip/Postal Code Weight (and above) Shipping Price USA * * 0 5.99 USA * * 6 8.99 USA * * 11 10.99 USA AK * 0 7.99 USA AK * 6 11.99 USA AK * 11 14.99 USA HI * 0 7.99 USA HI * 6 11.99 USA HI * 11 14.99 Let's review the columns in this chart: Country. Here, you would enter the 3-character country code (for a list of valid codes, see http://goo.gl/6A1woj). Region/State. Enter the 2-character code for any state or province. Zip/Postal Code. Enter any specific postal codes for which you wish the rate to apply. Weight (and above). Enter the minimum applicable weight for the range. The assigned rate will apply until the weight of the cart products combined equals a higher weight tier. Shipping Price. Enter the shipping charge you wish to provide to the customer. Do not include the currency prefix (example: "$" or "€"). Now, let's discuss the asterisk (*) and how to limit the scope of your rates. As you can see in the chart, we have only indicated rates for US destinations. That's because there are no rows for any other countries. We could easily add rates for all other countries, simply by adding rows with an asterisk in the first column. By adding those rows, we're telling Magento to use the US rates if the customer's ship-to address is in the US, and to use other rates for all other country destinations. Likewise for the states column: Magento will first look for matches for any state codes listed. If it can't find any, then it will look for any rates with an asterisk. If no asterisk is present for a qualifying weight, then no applicable rate will be provided to the customer. The asterisk in the Zip/Postal Code column means that the rates apply to all postal codes for all states. To get a sample file with which to configure your rates, you can set your configuration scope to one of your Websites (Furniture or Sportswear in our examples) and click Export CSV in the Table Rates panel. Quantity and price based rates In the preceding example, we used the weight of the items in the cart to determine shipping rates. You can also configure table rates to use calculations based on the number of items in the cart or the total price of all items (less taxes and shipping). To set up your chart, simply rename the fourth column "Quantity (and above)" or "Subtotal (and above)." Save your rate table To upload your table rates, you'll need to save/export your spreadsheet as a CSV file. You can name it whatever you like. Save it to your computer where you can find it for the next steps. Table rate settings Before you upload your new rates, you should first set your Table Rates configurations. To do so, you can set your default settings at the Default configuration scope. However, to upload your CSV file, you will need to switch your Store View to the appropriate Website scope. When changing to a Website scope, you will see the Export CSV button and the ability to upload your rate table file. You'll note that all other settings may have Use Default checked. You can, of course, uncheck this box beside any field and adjust the settings according to your preferences. Let's review the unique fields in this panel: Enabled. Set to "Yes" to enable table rates. Title. Enter the name you wish displayed to customers when they're presented with a table rate-based shipping charge in the checkout process. Method Name. This name is presented to the customer in the shopping cart. You should probably change the default "Table Rate" to something more descriptive, as this term is likely irrelevant to customers. We have used terms "Standard Ground," "Economy," or "Saver" as names. The Title should probably be the same, as well, so that the customer, during checkout, has a visual confirmation of their shipping choice. Condition. This allows you to choose the calculation method you want to use. Your choices, as we described earlier, are "Weight vs. Destination," "Price vs. Destination," and "# of items vs. Destination." Include Virtual Products in Price Calculation. Since virtual products have no weight, this will have no effect on rate calculations for weight-based rates. However, it will affect rate calculations for price or quantity-based rates. Once you have your settings, click Save Config. Upload Rate Table Once you have saved your settings, you can now click the button next to Import and upload your rate table. Be sure to test your rates to see that you have properly constructed your rate table. Carrier Methods The remaining shipping methods involve configuring UPS, USPS, FedEx and/or DHL to provide "live" rate calculations. UPS is the only one that is set to query for live rates without the need for you to have an account with the carrier. This is both good and bad. It's good, as you only have to enable the shipping method to have it begin querying rates for your customers. On the flip side, the rates that are returned are not negotiated rates. Negotiated rates are those you may have been offered as discounted rates based on your shipping volume. FedEx, USPS and DHL require account-specific information in order to activate. This connection with your account should provide rates based on any discounts you have established with your carrier. If you wish to use negotiated rates for UPS, you may have to find a Magento add-on that will accommodate or have your developer extend your Magento installation to make a modified rate query. If you have some history with shipping, you should negotiate rates with the carriers. We have found most are willing to offer some discount from "published rates." Shipping integrations Unless you have your own sophisticated warehouse operation, it may be wise to partner with a fulfillment provider that can not only store, pick, pack and ship your orders, but also offers deep discounts on shipping rates due to their large volumes. Amazon FBA (Fulfillment By Amazon) is a very popular solution. Shipping is a low flat rate based on weight (http://goo.gl/UKjg7). ShipWire is another fulfillment provider that is well integrated with Magento. In fact, their integration can provide real-time rate quotes for your customers based on the products selected, warehouse availability and destination (http://www.ShipWire.com). We have not heard if they have updated their integration for Magento 2, yet, but we suspect they will. Summary Selling is the primary purpose of building an online store. As you've seen in this article, Magento 2 arms you with a very rich array of features to help you give your customers the ability to purchase using a variety of payment methods. You're able to customize your shipping options and manage complex tax rules. All of this combines to make it easy for your customers to complete their online purchases. Resources for Article: Further resources on this subject: Social Media and Magento [article] Creating a Responsive Magento Theme with Bootstrap 3 [article] Magento 2 – the New E-commerce Era [article]
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Packt
27 Apr 2016
21 min read
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Up and Running with Views

Packt
27 Apr 2016
21 min read
 In this article by Gregg Marshall, the author of Mastering Drupal 8 Views, we will get introduced to the world of Views in Drupal. Drupal 8 was released November 19, 2015, after almost 5 years of development by over 3,000 members of the Drupal community. Drupal 8 is the largest refactoring in the project's history. One of the most important changes in Drupal 8 was the inclusion of the most popular contributed module, Views. Similar to including CCK in Drupal 7, adding Views to Drupal 8 influenced how Drupal operates as many of the administration pages, such as the content list page, are now Views that can be modified or extended by site builders. Every site builder needs to master the Views module to really take advantage of Drupal's content structuring capabilities by giving site builders the ability to create lists of content formatted in many different ways. A single piece of content can be used for different displays, and all the content in each View is dynamically created when a visitor comes to a page. It was the only contributed module included in the Acquia Site Builder certification examination for Drupal 7. In this article, we will discuss the following topics: Looking at the Views administration page Reviewing the general Views module settings Modifying one of the views from Drupal core to create a specialized administrative page (For more resources related to this topic, see here.) Drupal 8 is here, should I upgrade? "Jim, this is Lynn, how are things at Fancy Websites?" "I read that Drupal 8 is being released on November 19. From our conversations this year, I guess that means it is time to upgrade our current Drupal 6 site. Should I upgrade to Drupal 7 or Drupal 8?" "Lynn, we're really excited that Drupal 8 is finally ready. It is a game changer, and I can name 10 reasons why Drupal 8 is the way to go": Mobile device compatibility is built into Drupal 8's DNA. Analytics show that 32% of your site traffic is coming from buyers using phones, and that's up from only 19% compared to last year. Multilingual is baked in and really works, so we can go ahead and add the Spanish version of the site we have been talking about. There's a new theme engine that will make styling the new site much easier. It's time to update the look of your site; it's looking pretty outdated compared to the competition. Web services is built in. When you're ready to add an app for your customer's phones, Drupal 8 will be ready. There are lots of new fields, so we won't need to add half a dozen contributed modules to let you build your content types. Drupal 8 is built using industry standards. This was a huge change you won't see, but it means that our shop will be able to recruit new developers more easily. The configuration is now stored in code. Finally, we'll have a way for you to develop on your local computer and move your changes to staging and then to production without having to rebuild content types and Views manually over and over. The WYSIWYG editor is built in. The complex setup we went through to get the right buttons and make the output work won't be necessary in Drupal 8. There's a nice tour capability built in so that you can set up custom "how to" demonstrations for your new users. This should free up a lot of your time, which is good given how you are growing. I've saved the best for last. Your favorite module, Views, is now built into core! Between Fields in Drupal 7 and now Views in Drupal 8, you've got the tools to extend your site built right into core. The bottom line is I can't imagine not going ahead and upgrading to Drupal 8. Views in core is reason enough. Why don't I set up a Drupal 8 installation on your development server so that you can start playing with Drupal 8? We're not doing any development work on your site right now, and we still have staging to test any updates." "That sounds great, Jim! Let me know when I can log in." Less than an hour later, the e-mail arrived; the Drupal 8 development site was set up and ready for Lynn to start experimenting. Based on the existing Drupal 6 site, Lynn set up four content types with the same fields she had on the current site. Jim was able to use the built-in migrate module to move some of her data to the new site. Lynn was ready to start exploring Views in Drupal 8. Looking at the Views administration page That evening, Lynn logged into the new site. Clicking on the Manage menu item, she then clicked on the Structure submenu item, and at the bottom of the list displayed on the Structure page, she clicked on the Views option. About that time, Jackson came in and settled into his spot near her terminal. "Hi Jackson, ready to explore Views with me?" Looking at the Views administration page, Lynn noticed there were already a number of Views defined. Scanning the list, she said "Look Jackson, Drupal 8 uses Views for administration pages. This means we can customize them to fit our way of doing things. I like Drupal 8 already!". Jackson purred. Lynn studied the Views administration page shown here: Views administration page As Lynn looked at each view, the listing looked familiar; she had seen the same kind of listing on her Drupal 6 site. Trying the OPERATIONS pull-down menu on the first View, she saw that the options were Edit, Duplicate, Disable, and Delete. "That's pretty clear; I guess Duplicate is the same as Clone on my old version of Views. I can change a View, create a new one using this one as a template, make it temporarily unavailable, or wipe it completely off the face of the earth." "I wonder what kind of settings there are on the Settings tab of this listing page. Look, Jackson, there's a couple of subtabs hiding on the Settings page." As Lynn didn't want to mess up her new Drupal site, she called Jim. "Hi, Jim. Can you give me a quick rundown on the Views Settings tab?" "Sure," he replied. Views settings "Looking at the Views Settings tab, you'll notice two subtabs, Basic and Advanced. Select the advanced settings tab by clicking on Advanced to show the following display: The Views advanced settings configuration page Views advanced settings Let's look at the Advanced tab first since you'll probably never use these settings. The first option, Disable views data caching, shouldn't be checked unless you are having issues with Views not updating when the data changes. Even then, you should probably disable caching on a per-View basis using the caching setting in the View's edit page in the third column, labeled Advanced, near the bottom of the column. Disabling Views' data caching can really slow down the page loads on your site. You might actually use the Advanced settings tab if you need to clear all the Views' caches, which you would do by clicking on the Clear Views' cache button. Views basic settings The other advanced setting is DEBUGGING with a Add Views signature to all SQL queries checkbox. Unless you are using MySQL's logs to debug queries, which only an advanced developer would do, you aren't going to want this overhead added to Views queries, so just leave it unselected. Moving to the Basic tab, there are a number of settings that might be handy, and I'd recommend changing the default settings. Click on Basic to show the following display: The Views basic settings configuration page The first option, Always show the master (default) display, might or might not be useful. If you create a new View and don't select either create a page or create a block (or provide a REST export if this module is enabled), then a default View display is created called master. If you select either option or both, then page and/or block View displays are created, and generally, you won't see master. It's there; it's just hidden. Sometimes, it is handy to be able to edit or use the master display. While I don't like creating a lot of displays in each View, sometimes, I do create two or three if the content being displayed is very similar. An obvious example is when you want to display the same blog listing as either a page or in a block on other pages. The same teaser information is displayed, just in different ways. So, having the two displays in the same View makes sense. Just make sure when you customize each display that any changes you make are set to only apply to the current display and not all displays. Otherwise, you might make changes you hadn't planned on in the other displays. Most of the time, you will see a pull-down menu that defaults to All displays, but you can select This page (override) to have the setting change apply only to this display. Having the master display show lets you create the information that will be the same in all the displays you are creating; then, you can create and customize the different displays. Using our blog example, you may create a master display that has a basic list of titles, with the titles linking to the full blog post. Then, you can create a blog display page, and using the This page (override) option, you can add summaries, add more links, and set the results to 10 per page. Using the master display, you can go back and add a display block that shows only the last five blog posts without any pager, again applying each setting only to the block display. You might then go back to the master display and create a second block that uses the tags to select five blog posts that are related, again making sure that the changes are applied to the current block and not all displays. Finally, when you want to change something that will affect all the displays, make the change on the master display, and this time, use the All displays option to make sure the other displays are updated. In our blog example, you might decide to change the CSS class used to display the titles to apply formatting from the theme; you probably want this to look the same in every possible display of the blog posts. The next basic setting for Views is Allow embedded displays. You will not enable this option; it is for developers who will use Views-generated content in their custom code. However, if you see it enabled, don't disable it; doing this would likely break something on your site using this feature. The last setting before the LIVE PREVIEW SETTINGS field set is Label for "Any" value on non-required single-select exposed filters, which lets you pick either <Any> or -Any- as the format for exposed filters that would allow a user to ignore the filter. Live Preview Settings There are several LIVE PREVIEW SETTINGS field sets I like to enable because they make debugging your Views easier. If the LIVE PREVIEW SETTINGS field set is closed (that is, the options are not showing), click on the title next to the arrow, and it will open. It will look similar to this: Live Preview Settings I generally enable the Automatically update preview on changes option. This way, any change I make to the View when I edit it shows the results that would occur after each change. Seeing things change right away gives me a clue whether a change will have an effect I'm not expecting. A lot of Views options can be tricky to understand, so a bit of trial and error is often required. Hence, expect to make a change and not see what you expect; just change the setting back, rethink the problem, and try again. Almost always, you'll get the answer eventually. If you have a View that is really complex and very slow, you can always disable the live preview while you edit the View by selecting the Auto preview option in the grey Preview bar just under all the View's settings. The next two options control whether Views will display the SQL query generated by the Views options you selected in the edit screen. I like to display the SQL query, so I will select the Above the preview option under Show SQL query and then select the Show the SQL query checkbox that follows it. If you don't check the Show the SQL query option, it doesn't matter what you select for above or below the preview, and if you expect to see the SQL queries and don't, it is likely that you set one option and not the other. Showing the SQL query can be confusing at first, but after a while, you'll find it handy to figure out what is going on, especially if you have relationships (or should have relationships and don't realize it). And, of course, if you can't read the query, you can always e-mail me for a translation to English. The next option, Show performance statistics, is handy when trying to figure out why some Views-generated page is loading slowly. But usually, this isn't an issue you'd be thinking of, so I'd leave it off. You want to focus on getting the right information to display exactly the way you want without thinking about the performance. If we later decide it's too slow, the developer we'll assign to it will use this information and turn the option on in development. The same is true about Show other queries run during render during live preview. This information is handy to figure out performance issues and occasionally a display formatting issue during theming, but it isn't something you as a nonprogrammer should be worried about. Seeing all the extra queries can be confusing and intimidating, yet it doesn't really offer you any help creating a View. "Oh, don't forget to click on Save configuration if you change any settings. I don't know how many times I've forgotten to save a configuration change in Drupal and then wondered why my change hasn't stuck. Does this help?" "Thanks Jim, that is great. I owe you a coffee next time we get together." Hanging up the phone, Lynn said, "What do you think, Jackson? Let's start off by creating a property maintenance page for our salespeople to use? I think I'll get a quick win by modifying one of Drupal's core views." Adapting an existing View Lynn will use her knowledge from using Views on her existing Drupal site, and so move quickly. The existing content page provided by Views is general purpose and offers lots of options, and not all these options are appropriate for all content editors. This page looks similar to the following one: Drupal's standard content listing page Lynn started creating her property maintenance page by going to the Views listing page (Manage | Structure | Views) and selecting Duplicate from the OPERATIONS pull-down menu on the right-hand side of this row. On the next screen, she named the Property Maintenance view and clicked on the Duplicate button. When the View edit screen appeared, she was ready to adapt it to her need. First, she selected the Page display, assuming the Always show the master (default) display setting was already selected; otherwise, the Page display will be selected by default as it is the only display in this View. Remember that any change made in the View edit page isn't saved until you click on the Save button. Also, unsaved changes won't show up when the page/block is displayed. If you make a change, look at it using another browser or tab, and if you don't see the change reflected, it is likely that you didn't save the change you just made. The Property Maintenance screen before making any changes Editing the Property Maintenance view Starting with the left-hand side column of the View edit screen, Lynn changed the title by clicking on the Content link next to the Title label. She changed the title to Property Maintenance. Moving down the column, Lynn decided that the table display and settings were okay on the original screen and skipped them. Under the FIELDS section, Lynn decided to delete the Content: Node operations bulk form, Content: Type (Content Type), and (author) User: Name (Author) fields/columns as they weren't useful to the real estate salespeople who would be using this page. To do this, she clicked on Content: Node operations bulk form and then on the Remove link at the bottom of the Configure field modal that appeared. She repeated the removing of the field for the Content: Type (Content Type) and (author) User: Name (Author) fields. Lynn noted that the username field appeared to be the only field reference to the author entity, so she could delete the relationship later. Moving on to FILTER CRITERIA, Lynn was a bit confused by the first two filters. When she clicked on Content: Published status or admin user, the description said "Filters out unpublished content if the current user cannot view it". "This seems reasonable, let's keep this filter," she thought, and she clicked on Cancel. Next was Content: Publishing status (grouped), an exposed filter that lets the user filter by either published or unpublished. This seemed useful, so Lynn kept it and clicked on Cancel. The next filter, Content: Type (exposed), is necessary but shouldn't be selectable by the user, so Lynn clicked on it to edit the filter, unselected the Expose this filter to visitors option, and selected just the Property content type, making the filter only select content that are properties. The next filter, Content: Title (exposed), is handy, so Lynn left it as is. The final filter, Content: Translation language (exposed), isn't needed as Lynn's site isn't multilingual, so Lynn deleted the filter. Moving on to the center column of the View edit page, under the PAGE SETTINGS heading, Lynn changed the path for the View to /admin/property-maintenance by clicking on the existing /admin/content/node path, making the change, and clicking on the Apply button. Next in this column was the menu setting. Lynn doesn't want the property maintenance page to be part of the administration content page, so she clicked on Tab: Content and changed the menu type to Normal menu entry. This changed the fields displayed on the right-hand side of the modal, so Lynn changed the Menu link title to Property Maintenance, left the description blank, and left Show as expanded unselected. In the Parent pull-down menu, she selected the <Tools> menu. Tools is the default Drupal menu for site tools that is only shown to authorized users, who are logged into the site and can view the page linked to, which real estate salespeople will be able to view. She left the weight at -10, planning on reorganizing this menu when she has most of it configured. As this is the last option, she clicked on Apply to exit the modal. The last setting in the PAGE SETTINGS section is Access. Lynn knew she needed to change the required permission as she didn't plan on giving real estate salespeople access to the main content page, but she wasn't sure which permission to give them. Looking through the permissions page (the People | Permissions tab), Lynn didn't see any permission that made sense for who should be able to see this maintenance page. So, she clicked on the Permission link in the center column of the View edit page and changed the Access value from Permission to Role, and when she clicked on the Apply (all displays) button, she could select the role(s) she wanted to be able to see on this page. She selected the Administrator, Real Estate Salesperson, and Office Administrator roles. One way to test access while you develop is to use a second browser and log in as the other kind of user. A common mistake in Drupal is to see content while logged in as an administrator that can't be seen by other users. This can also be done using a second tab opened in "incognito" mode, but I find it easier to use a different browser (for example, Chrome and Firefox). You can even have three browsers open to the same page to test a third kind of user. Continuing down the column, Lynn decided she didn't need a header or footer on this administration page at least for now, but she did want to change the NO RESULTS BEHAVIOR message. Drupal has a text message defined, so she clicked on the Global: Unfiltered text (Global: Unfiltered text) link, changed the Content field to No properties meeting your filter criteria are available., and clicked on the Apply (all displays) button. The final section, PAGER, seemed fine, so Lynn skipped over it and moved to the third column of the view edit page, ADVANCED SETTINGS. As Lynn had changed the setting to always show the advanced settings, Lynn noticed that there was a relationship for author. As she had deleted displaying the author name, there wasn't any reason to keep the relationship because she wasn't using any of the author's details. She clicked on the author link and then on the Remove link at the bottom of the modal. Reviewing the results of the live preview, Lynn was satisfied and clicked on the Save button to save her modified view. There is a maxim in computers, Save Early, Save Often. As you develop or modify your View, when you reach a point where your progress so far is okay, click on the Save button. Then, if you make a terrible mistake in the next change, you can click on the Cancel button and then click on Edit to resume from where you last saved. Before saving the View, the result looked similar to the following screen: The resulting Property Maintenance View edit screen with all the changes Debugging – Live Preview is your friend Assuming you enabled Live Preview in your Views settings earlier in this article, as you are building your View, Views will show what will be displayed. Formatting and some JavaScript displays, such as Google mapping, can't be displayed in Live Preview, but to debug, you generally don't need them. Many Views challenges are getting the data that you want to display or getting data to be displayed the way you want. Many Views are created using the fields content display. Often, you will see fields that you don't want displayed when reviewing Live Preview because you didn't check the Exclude from display option in the field configuration. Or, you will select a field from the Add fields list that isn't actually the field you want to display the data you want—for instance, do you want article tags or article tags (field_tags: delta)? Sometimes you have to just try one and see what happens. If it isn't the right option, delete the field and try another. Experience will guide you as you use Views, but even the most experienced site builders wonder what some field or field option does in the context of the View they are building. Remember to save the View before you experiment with this next idea. Then, if it doesn't work out, you can just click on Cancel and not lose all the previous work you put in. If you disabled Live Preview, hopefully, you have decided to go back and enable it; seeing the output and looking at the generated SQL queries is really very useful in trying to figure out what might be going wrong. "Okay, Jackson, I see that a lot of what I knew from the previous versions of Views applies to the version in Drupal 8. Now that I've quickly gone through the edit screen to modify a core View, let's get serious and really learn the ins and outs of this version of Views." Summary In this article, we covered the Views administration page, where you can add, delete, edit, and duplicate views. Then, we reviewed all the general Views module settings. Finally, we modified a core View, quickly going through several configuration options. If you have used Views in older versions of Drupal, you should feel comfortable. If this is your first introduction to Views, don't panic that we glossed over a lot or if you felt lost. Resources for Article: Further resources on this subject: Working with Drupal Audio in Flash (part 2) [article] Modular Programming in ECMAScript 6 [article] Using NoSQL Databases [article]
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Packt
25 Apr 2016
17 min read
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Features of Sitecore

Packt
25 Apr 2016
17 min read
In this article by Yogesh Patel, the author of the book, Sitecore Cookbook for Developers, we will discuss about the importance of Sitecore and its good features. (For more resources related to this topic, see here.) Why Sitecore? Sitecore Experience Platform (XP) is not only an enterprise-level content management system (CMS), but rather a web framework or web platform, which is the global leader in experience management. It continues to be very popular because of its highly scalable and robust architecture, continuous innovations, and ease of implementations compared to other CMSs available. It also provides an easier integration with many external platforms such as customer relationship management (CRM), e-commerce, and so on. Sitecore architecture is built with the Microsoft .NET framework and provides greater depth of APIs, flexibility, scalability, performance, and power to developers. It has great out-of-the-box capabilities, but one of its great strengths is the ease of extending these capabilities; hence, developers love Sitecore! Sitecore provides many features and functionalities out of the box to help content owners and marketing teams. These features can be extended and highly customized to meet the needs of your unique business rules. Sitecore provides these features with different user-friendly interfaces for content owners that helps them manage content and media easily and quickly. Sitecore user interfaces are supported on almost every modern browser. In addition, fully customized web applications can be layered in and integrated with other modules and tools using Sitecore as the core platform. It helps marketers to optimize the flow of content continuously for better results and more valuable outcomes. It also provides in-depth analytics, personalized experience to end users, and marketing automation tools, which play a significant role for marketing teams. The following are a few of the many features of Sitecore. CMS based on the .NET Framework Sitecore provides building components on ASP.NET Web forms as well as ASP.NET Model-View-Controller (MVC) frameworks, so developers can choose either approach to match the required architecture. Sitecore provides web controls and sublayouts while working with ASP.NET web forms and view rendering, controller rendering, and models and item rendering while working with the ASP.NET MVC framework. Sitecore also provides two frameworks to prepare user interface (UI) applications for Sitecore clients—Sheer UI and SPEAK. Sheer UI applications are prepared using Extensible Application Markup Language (XAML) and most of the Sitecore applications are prepared using Sheer UI. Sitecore Process Enablement and Accelerator Kit (SPEAK) is the latest framework to develop Sitecore applications with a consistent interface quickly and easily. SPEAK gives you a predefined set of page layouts and components: Component-based architecture Sitecore is built on a component-based architecture, which provides us with loosely coupled independent components. The main advantage of these components is their reusability and loosely coupled independent behaviour. It aims to provide reusability of components at the page level, site level, and Sitecore instance level to support multisite or multitenant sites. Components in Sitecore are built with the normal layered approach, where the components are split into layers such as presentation, business logic, data layer, and so on. Sitecore provides different presenation components, including layouts, sublayouts, web control renderings, MVC renderings, and placeholders. Sitecore manages different components in logical grouping by their templates, layouts, sublayouts, renderings, devices, media, content items, and so on: Layout engine The Sitecore layout engine extends the ASP.NET web application server to merge content with presentation logic dynamically when web clients request resources. A layout can be a web form page (.aspx) or MVC view (.cshtml) file. A layout can have multiple placeholders to place content on predefined places, where the controls are placed. Controls can be HTML markup controls such as a sublayout (.ascx) file, MVC view (.cshtml) file, or other renderings such as web control, controller rendering, and so on, which can contain business logic. Once the request criteria are resolved by the layout engine, such as item, language, and device, the layout engine creates a platform to render different controls and assemble their output to relevant placeholders on the layout. Layout engine provides both static and dynamic binding. So, with dynamic binding, we can have clean HTML markups and reusability of all the controls or components. Binding of controls, layouts, and devices can be applied on Sitecore content items itself, as shown in the following screenshot: Once the layout engine renders the page, you can see how the controls will be bound to the layout, as shown in the following image: The layout engine in Sitecore is reponsible for layout rendering, device detection, rule engine, and personalization: Multilingual support In Sitecore, content can be maintained in any number of languages. It provides easier integration with external translation providers for seamless translation and also supports the dynamic creation of multilingual web pages. Sitecore also supports the language fallback feature on the field, item, and template level, which makes life easier for content owners and developers. It also supports chained fallback. Multi-device support Devices represent different types of web clients that connect to the Internet and place HTTP requests. Each device represents a different type of web client. Each device can have unique markup requirements. As we saw, the layout engine applies the presentation components specified for the context device to the layout details of the context item. In the same way, developers can use devices to format the context item output using different collections of presentation components for various types of web clients. Dynamically assembled content can be transformed to conform to virtually any output format, such as a mobile, tablet, desktop, print, or RSS. Sitecore also supports the device fallback feature so that any web page not supported for the requesting device can still be served through the fallback device. It also supports chained fallback for devices. Multi-site capabilities There are many ways to manage multisites on a single Sitecore installation. For example, you can host multiple regional domains with different regional languages as the default language for a single site. For example, http://www.sitecorecookbook.com will serve English content, http://www.sitecorecookbook.de will serve German content of the same website, and so on. Another way is to create multiple websites for different subsidiaries or franchise of a company. In this approach, you can share some common resources across all the sites such as templates, renderings, user interface elements, and other content or media items, but have unique content and pages so that you can find a separate existence of each website in Sitecore. Sitecore has security capabilities so that each franchise or subsidiary can manage their own website independently without affecting other websites. Developers have full flexibility to re-architect Sitecore's multisite architecture as per business needs. Sitecore also supports multitenant multisite architecture so that each website can work as an individual physical website. Caching Caching plays a very important role in website performance. Sitecore contains multiple levels of caching such as prefetch cache, data cache, item cache, and HTML cache. Apart from this, Sitecore creates different caching such as standard values cache, filtered item cache, registry cache, media cache, user cache, proxy cache, AccessResult cache, and so on. This makes understanding all the Sitecore caches really important. Sitecore caching is a very vast topic to cover; you can read more about it at http://sitecoreblog.patelyogesh.in/2013/06/how-sitecore-caching-work.html. Configuration factory Sitecore is configured using IIS's configuration file, Web.config. Sitecore configuration factory allows you to configure pipelines, events, scheduling agents, commands, settings, properties, and configuration nodes in Web.config files, which can be defined in the /configuration/sitecore path. Configurations inside this path can be spread out between multiple files to make it scalable. This process is often called config patching. Instead of touching the Web.config file, Sitecore provides the Sitecore.config file in the App_ConfigInclude directory, which contains all the important Sitecore configurations. Functionality-specific configurations are split into the number of .config files based, which you can find in its subdirectories. These .config files are merged into a single configuration file at runtime, which you can evaluate using http://<domain>/sitecore/admin/showconfig.aspx. Thus, developers create custom .config files in the App_ConfigInclude directory to introduce, override, or delete settings, properties, configuration nodes, and attributes without touching Sitecore's default .config files. This makes managing .config files very easy from development to deployment. You can learn more about file patching from https://sdn.sitecore.net/upload/sitecore6/60/include_file_patching_facilities_sc6orlater-a4.pdf. Dependency injection in .NET has become very common nowadays. If you want to build a generic and reusable functionality, you will surely go for the inversion of control (IoC) framework. Fortunately, Sitecore provides a solution that will allow you to easily use different IoC frameworks between projects. Using patch files, Sitecore allows you to define objects that will be available at runtime. These nodes are defined under /configuration/sitecore and can be retrieved using the Sitecore API. We can define types, constructors, methods, properties, and their input parameters in logical nodes inside nodes of pipelines, events, scheduling agents, and so on. You can learn more examples of it from http://sitecore-community.github.io/docs/documentation/Sitecore%20Fundamentals/Sitecore%20Configuration%20Factory/. Pipelines An operation to be performed in multiple steps can be carried out using the pipeline system, where each individual step is defined as a processor. Data processed from one processor is then carried to the next processor in arguments. The flow of the pipeline can be defined in XML format in the .config files. You can find default pipelines in the Sitecore.config file or patch file under the <pipelines> node (which are system processes) and the <processors> node (which are UI processes). The following image visualizes the pipeline and processors concept: Each processor in a pipeline contains a method named Process() that accepts a single argument, Sitecore.Pipelines.PipelineArgs, to get different argument values and returns void. A processor can abort the pipeline, preventing Sitecore from invoking subsequent processors. A page request traverses through different pipelines such as <preProcessRequest>, <httpRequestBegin>, <renderLayout>, <httpRequestEnd>, and so on. The <httpRequestBegin> pipeline is the heart of the Sitecore HTTP request execution process. It defines different processors to resolve the site, device, language, item, layout, and so on sequentially, which you can find in Sitecore.config as follows: <httpRequestBegin>   ...   <processor type="Sitecore.Pipelines.HttpRequest.SiteResolver,     Sitecore.Kernel"/>   <processor type="Sitecore.Pipelines.HttpRequest.UserResolver,     Sitecore.Kernel"/>   <processor type="     Sitecore.Pipelines.HttpRequest.DatabaseResolver,     Sitecore.Kernel"/>   <processor type="     Sitecore.Pipelines.HttpRequest.BeginDiagnostics,     Sitecore.Kernel"/>   <processor type="     Sitecore.Pipelines.HttpRequest.DeviceResolver,     Sitecore.Kernel"/>   <processor type="     Sitecore.Pipelines.HttpRequest.LanguageResolver,     Sitecore.Kernel"/>   ... </httpRequestBegin> There are more than a hundred pipelines, and the list goes on increasing after every new version release. Sitecore also allows us to create our own pipelines and processors. Background jobs When you need to do some long-running operations such as importing data from external services, sending e-mails to subscribers, resetting content item layout details, and so on, we can use Sitecore jobs, which are asynchronous operations in the backend that you can monitor in a foreground thread (Job Viewer) of Sitecore Rocks or by creating a custom Sitecore application. The jobs can be invoked from the user interface by users or can be scheduled. Sitecore provides APIs to invoke jobs with many different options available. You can simply create and start a job using the following code: public void Run() {   JobOptions options = new JobOptions("Job Name", "Job Category",     "Site Name", "current object", "Task Method to Invoke", new     object[] { rootItem })   {     EnableSecurity = true,     ContextUser = Sitecore.Context.User,     Priority = ThreadPriority.AboveNormal   };   JobManager.Start(options); } You can schedule tasks or jobs by creating scheduling agents in the Sitecore.config file. You can also set their execution frequency. The following example shows you how Sitecore has configured PublishAgent, which publishes a site every 12 hours and simply executes the Run() method of the Sitecore.Tasks.PublishAgent class: <scheduling>   <agent type="Sitecore.Tasks.PublishAgent" method="Run"     interval="12:00:00">     <param desc="source database">master</param>     <param desc="target database">web</param>     <param desc="mode (full or smart or       incremental)">incremental</param>     <param desc="languages">en, da</param>   </agent> </scheduling> Apart from this, Sitecore also provides you with the facility to define scheduled tasks in the database, which has a great advantage of storing tasks in the database, so that we can handle its start and end date and time. We can use it once or make it recurring as well. Workflow and publishing Workflows are essential to the content author experience. Workflows ensure that items move through a predefined set of states before they become publishable. It is necessary to ensure that content receives the appropriate reviews and approvals before publication to the live website. Apart from workflow, Sitecore provides highly configurable security features, access permissions, and versioning. Sitecore also provides full workflow history like when and by whom the content was edited, reviewed, or approved. It also allows you to restrict publishing as well as identify when it is ready to be published. Publishing is an essential part of working in Sitecore. Every time you edit or create new content, you have to publish it to see it on your live website. When publishing happens, the item is copied from the master database to the web database. So, the content of the web database will be shown on the website. When multiple users are working on different content pages or media items, publishing restrictions and workflows play a vital role to make releases, embargoed, or go-live successful. There are three types of publishing available in Sitecore: Republish: This publishes every item even though items are already published. Smart Publish: Sitecore compares the internal revision identifier of the item in the master and web databases. If both identifiers are different, it means that the item is changed in the master database, hence Sitecore will publish the item or skip the item if identifiers are the same. Incremental Publish: Every modified item is added to the publish queue. Once incremental publishing is done, Sitecore will publish all the items found in the publish queue and clear it. Sitecore also supports the publishing of subitems as well as related items (such as publishing a content item will also publish related media items). Search Sitecore comes with out-of-the-box Lucene support. You can also switch your Sitecore search to Solr, which just needs to install Solr and enable Solr configurations already available. Sitecore by default indexes Sitecore content in Lucene index files. The Sitecore search engine lets you search through millions of items of the content tree quickly with the help of different types of queries with Lucene or Solr indexes. Sitecore provides you with the following functionalities for content search: We can search content items and documents such as PDF, Word, and so on. It allows you to search content items based on preconfigured fields. It provides APIs to create and search composite fields as per business needs. It provides content search APIs to sort, filter, and page search results. We can apply wildcards to search complex results and autosuggest. We can apply boosting to influence search results or elevate results by giving more priority. We can create custom dictionaries and index files, using which we can suggest did you mean kind of suggestions to users. We can apply facets to refine search results as we can see on e-commerce sites. W can apply different analyzers to hunt MoreLikeThis results or similar results. We can tag content or media items to categorize them so that we can use features such as a tag cloud. It provides a scalable user interface to search content items and apply filters and operations to selected search results. It provides different indexing strategies to create transparent and diverse models for index maintenance. In short, Sitecore allows us to implement different searching techniques, which are available in Google or other search engines. Content authors always find it difficult while working with a big number of items. You can read more about Sitecore search at https://doc.sitecore.net/sitecore_experience_platform/content_authoring/searching/searching. Security model Sitecore has the reputation of being very easy to set up the security of users, roles, access rights, and so on. Sitecore follows the .NET security model, so we get all the basic information of the .NET membership in Sitecore, which offers several advantages: A variety of plug-and-play features provided directly by Microsoft The option to replace or extend the default configuration with custom providers It is also possible to store the accounts in different storage areas using several providers simultaneously Sitecore provides item-level and field-level rights and an option to create custom rights as well Dynamic user profile structure and role management is possible just through the user interface, which is simpler and easier compared to pure ASP.NET solutions It provides easier implementation for integration with external systems Even after having an extended wrapper on the .NET solution, we get the same performance as a pure ASP.NET solution Experience analytics and personalization Sitecore contains state-of-the-art Analysis, Insights, Decisions, Automation (AIDA) framework, which is the heart for marketing programs. It provides comprehensive analytics data and reports, insights from every website interaction with rules, behavior-based personalization, and marketing automation. Sitecore collects all the visitor interactions in a real-time, big data repository—Experience Database (xDB)—to increase the availability, scalability, and performance of website. Sitecore Marketing Foundation provides the following features: Sitecore uses MongoDB, a big marketing data repository that collects all customer interactions. It provides real-time data to marketers to automate interactions across all channels. It provides a unified 360 degree view of the individual website visitors and in-depth analytics reports. It provides fundamental analytics measurement components such as goals and events to evaluate the effectiveness of online business and marketing campaigns. It provides comprehensive conditions and actions to achieve conditional and behavioral or predictive personalization, which helps show customers what they are looking for instead of forcing them to see what we want to show. Sitecore collects, evaluates, and processes Omnichannel visitor behavioral patterns, which helps better planned effective marketing campaigns and improved user experience. Sitecore provides an engagement plan to control how your website interacts with visitors. It helps nurture relationships with your visitors by adapting personalized communication based on which state they are falling. Sitecore provides an in-depth geolocation service, helpful in optimizing campaigns through segmentation, personalization, and profiling strategies. The Sitecore Device Detection service is helpful in personalizing user experience or promotions based on the device they use. It provides different dimensions and reports to reflect data on full taxonomy provided in Marketing Control Panel. It provides different charting controls to get smart reports. It has full flexibility for developers to customize or extend all these features. High performance and scalability Sitecore supports heavy content management and content delivery usage with a large volume of data. Sitecore is architected for high performance and unlimited scalability. Sitecore cache engine provides caching on the raw data as well as rendered output data, which gives a high-performance platform. Sitecore uses the event queue concept for scalability. Theoretically, it makes Sitecore scalable to any number of instances under a load balancer. Summary In this article, we discussed about the importance of Sitecore and its good features. We also saw that Sitecore XP is not only an enterprise-level CMS, but also a web platform, which is the global leader in experience management. Resources for Article: Further resources on this subject: Building a Recommendation Engine with Spark [article] Configuring a MySQL linked server on SQL Server 2008 [article] Features and utilities in SQL Developer Data Modeler [article]
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