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.

ERP Connection  
3 System > ERP connection Check whether the maintenance mode works correctly.
  • Full – customers can still create orders.
  • ViewOnly – customers can see the catalog.
  • Disabled – customers can only see a message that a webstore is temporarily unavailable.
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:
  • General Information Import
  • Customer Import
  • Product Import
  • Sitemap Export (public stores only)
  • ERP Connection Status Check
  • Sync Payment Statuses between Sana and ERP
  • Sync Payment Statuses between Sana and PSP
  • Remove Expired Admin Login Sessions
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 in the webstore if you use them. Product AttachmentsSales Document 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. File ManagerProduct ImagesProduct AttachmentsSales Document Attachments  
25 Setup > Security Configure security settings for webstore accounts – password length and strength. Sana Admin and Webstore Accounts  
26 Setup > Security Configure Google reCAPTCHA to increase the security level of your webstore. Google reCAPTCHA  
27 Setup > Security Configure a cookiebar to inform your webstore visitors about the use of cookies. Sana Cookiebar

 

28 Setup > Basics > Robots 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.
  1. In Sana Admin click: Setup > Basics > E-mail addresses. Check what is specified in the ‘From’ e-mail address field. You should inform your Sana project manager, if the domain of the e-mail address in this field differs from the expected live domain.
  2. Contact your Sana project manager to get the details of the DKIM record.
  3. Configure the DKIM record in the Domain Name System (DNS) records for your live domains.