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June 1997

Getting Started with Microsoft Merchant Server


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Doing business on the Internet is tricky. To keep up with the competition, you need an online store displayed in attention-grabbing Web pages. You need to continually update product information at minimal cost and with little down time. You need a secure payment system. To do all these things and more, Microsoft offers Merchant Server.

Merchant Server is a complete system for doing business on the Internet with flair. Merchant Server is a Windows NT Server-based management product that lets you create compelling Web sites for marketing products and use a relational database to offer personalized service. Although Merchant Server does not magically create an online store overnight, it offers example stores to help you set up your site quickly and easily. Let's look at some of Merchant Server's advantages, its components, setup and installation, the included example stores, and a Web page designed with Merchant Server's directives.

The Merchant Server Store
Merchant Server lets you create a responsive online store for your company. It offers a convenient shopping experience for your customers and a secure credit card payment system. One of Merchant Server's greatest advantages to sellers is its ability to target customers. Merchant Server's extensive order tracking system lets you offer special bargains to your customers based on their past purchases, and suggest items related to your customers' current purchases (cross-selling) or suggest similar items of better quality (up-selling). For example, if someone buys a hard disk, you can suggest other items needed to install it--a Y power cable, extra ribbon cables, and so forth. Because you can develop customer profiles, you can target specific markets for sales or other marketing efforts. Merchant Server has several other attractive features:

  • Secure transactions--You can assure customers that the information they send is private because Merchant Server uses the Secure Sockets Layer (SSL) channel encryption and Secure Transaction Technology (STT) to protect credit card information.
  • Support for Java and ActiveX technology--You can take advantage of today's technology. For example, you can use Merchant Server's Page Generator (pgen) features to combine several Web pages into one.
  • Multiple stores on a single server--You can develop a virtual shopping mall by leasing space to smaller companies that can't afford Merchant Server and the equipment to run it.
  • Scalable and extensible--You can keep the store on one server or distribute it over several servers to provide load balancing for heavy hitters. Like most other Microsoft products, Merchant Server is extensible through Open API. This API is valuable for integrating Merchant Server with in-house systems (such as inventory fulfillment) and other software vendor components.
  • Instant changes--You can change information dynamically so that price changes in the database are online instantly, without rebooting the system. You can create sales and promotional offers on the fly.
  • Flexible data schema--You can reference your products from various formats, such as Microsoft Word or Microsoft Excel. You can generate product pages from your existing database.
  • Open data interfaces--You can access product information from current databases via the Open Database Connectivity (ODBC) standard or use a separate database for Internet products.

Microsoft doesn't tie Merchant Server's payment mechanisms to any specific online payment system (such as the included software from VeriFone). Instead, Microsoft continues to work with third-party online payment providers so you have a choice of providers. Payment provision is a separate service; if you choose direct online payments, you need to set up a system with a third-party company and your financial institution.

Setup and Installation
To install Merchant Server, you need to be familiar with NT Server, Microsoft Internet Information Server (IIS), relational databases and database management systems such as Microsoft SQL Server and ODBC, and configuration management with the Registry Editor. Merchant Server requires NT Server 3.51 or 4.0, IIS 1.0C or later, an ODBC-compliant database, 64MB of RAM, 55MB of available hard-disk space, and TCP/IP networking protocol. If you don't install and run SQL Server during Merchant Server setup, Merchant Server will not install the starter stores. You can install the starter stores later, but doing everything at the same time is easier and less confusing.

Before you install Merchant Server, create a database device and a database on your SQL Server for each of your stores (using SQL Server Enterprise Manager) and create a data source name (DSN) for the database (using the Control Panel ODBC32 Item). Keep the data device names and DSNs simple, short, consistent, and handy.

Installations are either single server or distributed on many machines. Some distributed installations require additional licenses, depending on your intended use. In a multisystem installation, Merchant Server Setup initially installs the starter store content (templates and element files) and the system assets (images and ActiveX controls) on the system. The assets contain the Controller, which stores Registry information for all Merchant Server components, and the Router, which communicates with IIS. Then systems administrators copy the content and the assets onto the Store Server. (The Merchant Server documentation provides complete details and suggestions for the best ways to perform each type of installation.)

Installations are custom or complete. In a custom installation, you select only the starter store and the merchant components that you designate. In a complete installation, you install all Merchant Server options. Complete installations are great training for beginners on development servers.

Installing Merchant Server is easier than installing a Microsoft Office application. You need to keep handy the names of the database devices you created for your starter stores and the DSNs you've designated for database connectivity. Merchant Server prompts you to match the DSNs and database device names to the stores. After you install Merchant Server, you can copy the starter stores and modify them to create your stores, in a fraction of the time you could create stores from scratch. If you have space, install all the starter stores on your development server. When you create your production server, copy only the code you plan to publish on the Web. This code will be your live store.

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