Sana Administration
| Step | Sana Admin Location | Task | Sana Help Article | Status |
|---|---|---|---|---|
| 1 | System > User management |
Create Sana Admin accounts for all required users with the necessary permissions and access to the required webstores.
Don't block yourself in Sana, because only a user with the System administrator role can manage Sana Admin users. |
User Management | |
| 2 | System > ERP connection |
NOTE
You must set up ERP connection right after installing Sana Commerce Cloud for you. This is the first thing you should do to start configuring and filling your webstore with content. Certain functionality in Sana Admin does not work without ERP connection. Without a valid ERP connection, you will not be able to set up any features or content related to products, customers, orders, or any other ERP related functionality. Set up connection between your Sana webstore and ERP system. You will need Web service URL and ERP user credentials. Check whether https protocol is used in the Web service URL. Check whether test connection gives successful response. Enable connection of Sana Admin and webstore to the ERP system. |
ERP Connection | |
| 3 | System > ERP connection | Check whether the maintenance mode works correctly.
|
Maintenance Mode | |
| 4 | System > ERP connection | Check whether logging is disabled. It should be enabled only for troubleshooting preferably on the Test/Beta environment. | ERP Connection | |
| 5 | System > ERP connection > Mocked operations | Check whether mocked operations are disabled. Mocked operations can be used only during project implementation but not on the Live environment. | ERP Connection | |
| 6 | System > Logs | Check whether tracelog and payment logs are accessible. | Logs | |
| 7 | System > Webstore domains | Check whether the default domain is selected. | Webstore Domains | |
| 8 | System > Webstore domains | Check whether the Language field is blank for your webstore domains unless you are using different country-code top-level domains for each language. | Webstore Domains | |
| 9 | Setup > Basics > Store information | Check that all webstore information is available and configured correctly, especially the store type. | Store Information | |
| 10 | Setup > Basics > E-mail addresses | Check that all required e-mail addresses are configured. | E-Mail Addresses | |
| 11 | System > Scheduled tasks | Make sure all tasks complete successfully. | Scheduled Tasks | |
| 12 | System > Scheduled tasks | Set up the necessary tasks to run on schedule:
|
Scheduled Tasks | |
| 13 | System > Scheduled tasks | Check that the option Send e-mail to administrator when task has failed is enabled for all tasks. | Scheduled Tasks | |
| 14 | System > Scheduled tasks | Check that you can see task logs, and errors are recorded. | Scheduled Tasks | |
| 15 | Setup > Search & filters > Filter fields | Make sure that all required filter fields for product filtering and sorting, and product sets are configured. | Filter Fields | |
| 16 | Setup > Search & filters > Keyword fields | Make sure that all required keyword fields for webstore search are configured. | Keyword Fields | |
| 17 | Setup > Search & filters > Basics | Make sure that all search settings are configured correctly based on your needs. | Search Settings | |
| 18 | Setup > Search & filters > Facetted filters | Check that the facetted filters are configured and meet your needs to filter the products on the product list pages. | Product Filtering | |
| 19 | Setup > Search & filters > Sort fields | Check that product sorting is configured to sort the products on the product list pages. | Product Sorting | |
| 20 | Tools > Integrity check | Check that there are no errors. | Integrity Check | |
| 21 | Tools > Integrity check | If there are some warnings, they must be checked by Sana. | Integrity Check | |
| 22 | Tools > File manager | Check that product images are uploaded to the correct folder: My Content > images > productimages. | Product Images | |
| 23 | Tools > File manager | Check that you can see product/sales document attachments and sales reports are available for download in the webstore if you use them. | Product Attachments | |
| 24 | Tools > File manager | Check that the correct folder structure and naming conventions are used where necessary, for example product images, product and sales document attachments, sales reports. | File Manager | |
| 25 | Setup > Security | Configure security settings for webstore accounts – password length and strength. | Sana Admin and Webstore Accounts | |
| 26 | Setup > Security | Configure Google reCAPTCHA or Friendly Captcha to increase the security level of your webstore. | ||
| 27 | Setup > Page elements & messages > Cookiebar | Configure a cookiebar to inform your webstore visitors about the use of cookies. | Sana Cookiebar |
|
| 28 | Setup > Search engine optimization > Basics | If you have a public B2C webstore, allow your webstore content to be crawled and indexed by search engine. | Robots | |
| 29 | Setup > Page elements & messages > All texts | Use the following text identifiers in the page elements & messages to add terms and conditions that are shown to the customers on the Order overview checkout step: TermsAndConditions, TermsAndConditions_Body, TermsAndConditions_Title | Webstore UI Texts | |
| 30 | App Center > Apps | Make sure that all required apps are installed, configured and up to date. A webstore administrator must check app updates availability on a regular basis and update the apps if there is a new version. | Sana Apps | |
| 31 | Configure DKIM in DNS | DomainKeys Identified Mail (DKIM) is a method of email authentication that helps prevent spammers and other malicious parties from sending messages that look like they come from your domain.
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