Unit 4. CRM - Web Marketing - HEC

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Student NotebookUnit 4. CRM - Web MarketingWhat This Unit Is AboutIdentify/utilize the components of the framework to build and runWeb Marketing solutionsWhat You Should Be Able to DoAfter completing this unit, you should be able to: Define the Web Marketing solution spaceIdentify the technologies used for creating a Web MarketingsolutionIdentify the framework components that help create a WebMarketing solutionUtilize WebSphere Development Studio to create a Web siteUtilize Domino Designer to create a Web siteHow You Will Check Your ProgressAccountability: Complete the labs WebSphere Development o/ Domino gner IBM HTTP ervers/index.html Domino Application References Copyright IBM Corp. 1997, 1999Unit 4. CRM - Web MarketingCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.4-1

Student NotebookFigure4-1. Objectives (in212400)Notes:4-2Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student Notebook4.1 The Solution Space Copyright IBM Corp. 1997, 1999Unit 4. CRM - Web MarketingCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.4-3

Student NotebookFigure4-2. Agenda (in212405)Notes:We′ll be looking at the technologies involved in application that run on the WorldWide Web. These center around the use of HTML documents delivered via the HTTPprotocol. We′ll examine Web browsers and the application code that runs on them,and we′ll look at the network protocols used to deliver HTML content. Finally we′llmap the products from the framework into these technology blocks.4-4Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student NotebookFigure4-3. The Need (in212410)Notes:Customer Relationship Management - Web Marketing attempts to satisfy the need tomake information available to customers, prospects and partners via the Internet.Like a television commercial or a magazine ad, the content is fixed. However, unlikea these types of information delivery, the navigation of content is controlled by theintended target (the client) and may be presented in a customized format. Although aWeb Marketing site may ″feel″ interactive, there is very little provision for interactionwith other applications or data sources. Copyright IBM Corp. 1997, 1999Unit 4. CRM - Web MarketingCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.4-5

Student Notebook4.2 The Technology4-6Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student NotebookFigure4-4. The 3 Building Blocks (in212415)Notes:The ″client″ is the program that runs on the user′s computer - typically a Webbrowser. However, it may also be a thin Java client or a ″personal″ (Tier 0) device,such as a PDA or cell phone. The network is everything required to facilitatecommunication between the client and the server. The server is typically a Webserver. Copyright IBM Corp. 1997, 1999Unit 4. CRM - Web MarketingCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.4-7

Student NotebookFigure4-5. The Web Browser (in212420)Notes:The Web browser is rapidly becomes the freely and readily available ″universal client″in the e-Business world. It is responsible for controlling the session, formatting thedata returned by the server, and executing part of the code involved in an end to endapplication. Be aware of the potential problems listed in the lower 4 bullets!4-8Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

What Is HTML?HyperText Markup Language is an authoring languageused to create documents for the World Wide Web.RequestURLInternetHTMLBrowser ClientsWindows, OS/2,Unix - AIX Linux, BeOS,Mac, etc.File ReplyHTTP/HTML ServersOS/390, OS/400,OS/2, Windows,Unix - AIX - Linux,BeOS, Mac, etc.

Student NotebookFigure4-6. HTML Processing (in212425)Notes:The original version of HTML could only display simply formatted text, displayimages, and create links to other HTML pages. While this is very limited, it is alsohighly portable, and currently is available on virtually any platform. The middle twoboxes list the advantages and disadvantages of HTML. In the disadvantage box, itemsin parentheses indicate technologies that address that particular disadvantage. Copyright IBM Corp. 1997, 1999Unit 4. CRM - Web MarketingCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.4-9

Student NotebookFigure4-7. Simple HTML (in212430)Notes:The format of an HTML tag is a keyword enclosed in angle brackets. Keywords are notcase-sensitive. Most tags accept modifiers, or attributes formatted as name/valuepairs within the tag. For example, BODY BGCOLOR ″blue″ is a body tag with anattribute named BGCOLOR set to a value of blue. This particular attribute sets thebackground color for the entire document to blue.Some tags stand alone and do not require a closing tag. An example of this is the BR tag, which inserts a new line into the output text. Most tags affect the textcontained between an opening tag and a closing tag. The closing tag is defined as thesame keyword as the opening tag preceded with a forward slash character.All of the text to be processed by the browser must be contained between the openingand closing HTML tags. Within this block there are two sections - the Head and theBody. The head contains information about the page such as it′s title, search enginekeywords, caching characteristics, etc. The body contains the text to be displayed onthe page.4-10Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student NotebookFigure4-8. Frames (Positioning Support) (in212435)Notes:Frames allow two HTML documents to be display simultaneously within the browserwindow. The source code shown controls the layout of the frames. The content of eachof the frames is specified in the document listed in each FRAME tag. The mosttypical use of a frameset is to create a navigation bar that is displayed in the leftframe while specific content is displayed in the right frame. Copyright IBM Corp. 1997, 1999Unit 4. CRM - Web MarketingCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.4-11

Student NotebookFigure4-9. Forms (Processing Support) (in212440)Notes:Forms allow the user to enter data and submit it to a server for processing. Theprogram that receives the data is specified in the ACTION attribute of the FORM tag.This is the only thing that can be done by the browser using just HTML processing.4-12Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student NotebookFigure4-10. JavaScript Processing (in212445)Notes:Scripting allows access to the elements within the page through the Document ObjectModel (DOM). This allows great flexibility in creating pages. For instance, a developermight create a navigation item as a listbox of sites, and cause the browser to go to thepage selected in the list.The predominate scripting language available today is JavaScript from Netscape.Microsoft has their own version of JavaScript called JScript and they also supportVBScript in Internet Explorer. ECMAScript is the standardization of JavaScript by theEuropean Computer Manufacturers Association.The script is delivered as text intermixed with the HTML data. This provides relativelyquick download. Scripting is designed to work within an HTML page and providesmany features designed to enhance HTML processing. The main limitations are theinability to access the operating system or file system, and no ability to accesstraditional Enterprise assets such as databases. Copyright IBM Corp. 1997, 1999Unit 4. CRM - Web MarketingCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.4-13

Student NotebookFigure4-11. JavaScript example (in212450)Notes:An HTML page may contain multiple script blocks. The browser parses the textsequentially, so any reference that is executed must have already been parsed atexecution time. This typically means that functions are contained within the head ofthe document and called in the body. The syntax of the language is identical to Javaand very similar to C .4-14Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student NotebookFigure4-12. Why Client-Side Processing (in212455)Notes:If all of the processing occurs on the server, then a connection must be establishedwith the server and the data sent prior to it being validated. This eats up networkbandwidth and server resources. By moving the field validation to the client, we canalleviate this problem. JavaScript allows us to do this. Copyright IBM Corp. 1997, 1999Unit 4. CRM - Web MarketingCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.4-15

Student NotebookFigure4-13. Cascading Style Sheet Processing (in212460)Notes:Cascading Style Sheets are delivered to the browser as simple text just like HTMLand JavaScript. Like JavaScript, they can be embedding in an HTML document orexternal files. They can be used to create a consistent look and feel on all pages in aWeb site. CSS provides complete X, Y, and Z axis placement of objects on an HTMLpage. This allows content to overlap if the design calls for it. Unfortunately, not allbrowsers support CSS, and even worse, not all browser interpret CSS identically.4-16Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student NotebookFigure4-14. CSS Example (in212465)Notes:This example changes the look of text modified by HTML formatting tags. The stylesheet is contained in a separate file, so multiple HTML pages can use the same set ofstyle modifiers. Copyright IBM Corp. 1997, 1999Unit 4. CRM - Web MarketingCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.4-17

Student NotebookFigure4-16. Document Object Model (in212475)Notes:The Document Object Model is a browser, language, and platform independent meansof allowing a programming language to access the elements of an HTML or XMLdocument through a set of standard interfaces. This allows applications to interactwith a Web page in a consistent manner similar to the JavaScript Object Hierarchypreviously mentioned. Copyright IBM Corp. 1997, 1999Unit 4. CRM - Web MarketingCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.4-19

Student NotebookFigure4-17. Java Applet Processing (in212480)Notes:Java applets provide full programming capabilities within a Web page. An applet isreferenced via tags in an HTML page which causes the browser to download theapplet class file and load it into the JVM. The JVM then executes the applet.There are limitations in the security model for an applet which can impact applicationdesign. The primary restrictions are that the applet cannot access the operatingsystem or file system of the browser platform, and it cannot establish networkconnection to any other machine on the network other than the machine from whichthe code was downloaded. This is referred to as the ″sandbox″.It is possible to relax these restrictions by placing the applet class files into an archiveand signing the archive with a digital certificate. The browser displays a notification tothe user when a signed applet is loaded, and acceptance of the certificate is aprerequisite to the applet accessing protected resources.4-20Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

HTML EvolutionNetscapeNavigatorHTML 4.0HTML 4.01, XHTML 1.0HTML 3.6HTML 3.2HTML 3.0HTML 2.0HTML 1.0MicrosoftInternet Explorer

e-business Technologies Overview - JavaStandard CommunicationsTCP/IPJAVAPortable CodeStandard User InterfaceHTMLXMLPortable Data

What Is Java?Java is a object-oriented programming language.Java is a platform that includes:Java Virtual Machine (JVM)Application Programming Interface (API)Common types of Java programs include:AppletsApplicationsServlets

Why Is Java Important?Java can write once and run anywhere. It also:Is an operating system, and platform-independentHas wide industry supportEnables client processing with:GUI (through a browser)AppletsApplicationsEnables the thin-client and server-side model with:ServletsJSPsEJBs

Write Once and Run AnywhereJava is an interpretive languageCompile-time EnvironmentJavaSource(.java)Run-time Environment(Java Platform)Class LoaderByte codeVerifierJavaCompilerJavaInterpreterJavaByte code(.class)Just-inTimeCompilerRuntime SystemOperating SystemJava Applet orApplication CodeHardwareJavaClassLibrariesJavaVirtualMachine

Java EverywhereJava Applets(Java Applications)Java ServletsJavaServer Pages(JSP)LanguageClientJavaBeanConnectorsCommon ComponentsEnterpriseJavaBeans (EJB)Server

Client-Side Processing with Java Applets"Eye tiveBusinessFunctionCalculatorsStock/Portfolio AnalysisMerchandisingMedical Analysis

Student NotebookUnit 5. CRM - Data AccessWhat This Unit Is AboutThis unit discusses the technologies and products to access data.What You Should Be Able to DoAfter completing this unit, you should be able to: Describe CRM with data accessDescribe the role of Application ServersDescribe Servlets, JSPs, and data access beansDescribe the Common Connector Framework and its use withinVA Java and WebSphereUtilize JDBC, SQLJ, connector beans, connection poolingDescribe IBM WebSphere AS Standard and Advanced editionsDescribe Domino R5 and data access via DECSHow You Will Check Your ProgressAccountability: Labs Copyright IBM Corp. 1997, 1999Unit 5. CRM — Data AccessCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.5-1

Student NotebookFigure5-1. Unit Objectives (in212500)Notes:5-2Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student Notebook5.1 The Solution Space Copyright IBM Corp. 1997, 1999Unit 5. CRM — Data AccessCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.5-3

Student NotebookFigure5-2. Objectives (in212505)Notes:5-4Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student NotebookFigure5-3. Agenda (in212510)Notes:We′ll be looking at the technologies involved in Web applications that providedynamic content. These typically involve actual applications working with the HTTPserver to access enterprise data sources and generate the content which is forwardedto the client. We will compare the alternative approaches for server-side processing,examine the enabling application technologies and discuss the standards available forgaining database access. We will also examine the role of the application server indata access applications.Finally, we will discuss the features of WebSphere Studio and VisualAge for Javawhich enhance the development of data access applications and the services providedby WebSphere Application Server and Domino Server. Copyright IBM Corp. 1997, 1999Unit 5. CRM — Data AccessCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.5-5

Student NotebookFigure5-4. The Need (in212515)Notes:Customer Relationship Management - data access provides the ability for customersand partners to help themselves to information related to your business activities. Itis often referred to as self-service. Typically, this involves providing access via theInternet to application data residing INSIDE your enterprise. For this reason, securitycan certainly become an issue. However, since the application logic and flow iscontrolled by the content generated on the server, the client′s options for interactionwith your data are limited.5-6Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student NotebookFigure5-5. Moving From WebServers (in212520)Notes:An HTTP server is great for serving static pages. However, as you see from thevisual, it has some limitations which prevent it from satisfying our requirementswithout some assistance. Copyright IBM Corp. 1997, 1999Unit 5. CRM — Data AccessCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.5-7

Student NotebookFigure5-6. To Web Application Servers (in212525)Notes:The Web application server operates along with the HTTP server to provide acomplete application environment. It is designed for reliability, scalability andsecurity.5-8Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student Notebook5.2 The Technology Copyright IBM Corp. 1997, 1999Unit 5. CRM — Data AccessCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.5-11

Student NotebookFigure5-9. Server-driven CRM Applications (in212540)Notes:Data access applications, by their very nature, imply integration with external contentand services. They also may make use of existing Java components, enabling thereuse of business logic and data access policies.5-12Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student NotebookFigure5-10. Application implementation options (in212545)Notes:CGI and Server API programs have been around for some time, and can be veryuseful. However, they have some obvious limitations. CGI programs typically sufferthe performance penalty of process activation overhead for each request. Server APIprograms may perform better, but error could potentially crash the Web server.Servlets and Java Server Pages have the advantage in these areas.Web applications can rapidly become difficult to maintain. A server program whichgenerates HTML content will typically contain quite a large amount of hard-codedHTML text. While this makes the program very straight-forward to create and test, itplaces a burden on those responsible for maintaining the code. A simple change tothe appearance of the sight or the location of a data source can require modificationsto a large number of source files. If correctly used, JSP can provide separation of theuser interface definition and the business logic. Copyright IBM Corp. 1997, 1999Unit 5. CRM — Data AccessCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.5-13

Student NotebookFigure5-13. What is a Java Server Page? (in212560)Notes:JSP offers a variety of tags:Directives %@ directive {attribute ″value″}* % 1.0 defines page , include , and taglibDeclarations %! declaration % jspInit() and jspDestroy() methods may be defined hereScriptlets % valid code fragment % Java code makes up body of generated ″method″Expressions. Copyright IBM Corp. 1997, 1999Unit 5. CRM — Data AccessCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.5-17

What Is a JavaServer Page?HTML document that enables fill-in-the-blanksEmbedded JSP specific tagsInline Java CodeAtomic Bank and Trust Inc.Can separate presentation from content whenused with Java components such as JavaBeansCan be built by Web page editor and WebSphereStudio Page DesignerOn the server, JSP Page is parsed andtranslated into a Java servletProvides extended programming vaLoan IDAccountAmountPrincipleInterestsaveToday's NewsAtomic 78102.5227.6074.92submitHere at Atomic Enterprises we areinventing tomorrow yesterday, butwe can't ever figure out what timeit is now.[ Home Search Products Copyright Trademarks ]JavaCompilationServlet.class

Student Notebook % expression % Semantics:The expression is evaluatedResult is converted to a String and displayedHere is a sample JSP: !DOCTYPE HTML PUBLIC ″-//W3C//DTD HTML 4.0//EN″ HTML HEAD TITLE Please confirm your purchase /TITLE /HEAD BODY %@ page errorPage ″ / pages/jktoys error redirector.jsp″ % %@ page import ″com.jktoys.waslab.common.*″ % % // Get customer information from the sessionJKToysCustomer customer ER);// Get toy order from the sessionJKToyOrder toyOrder (JKToyOrder)session.getValue(JKToysUtil.TOYORDER); % P align ″center″ APPLET code ″JKToysMastHead.class″width ″650″ height ″250″ archive ″JKToysMastHead.jar″codebase ″ / JKToysInternet″ /APPLET /P H2 align ″center″ % customer.getFirstName() % , please makesure these are the toys you picked: /H2 CENTER BR FORM NAME ″JKPurchaseForm″action ″ / JKToysInternet/JKApplyCharges″ method ″POST″ TABLE border ″1″ TR bgcolor ″#993366″ FONT color ″#FFFFFF″ TH Picture /TH TH Name /TH TH Description /TH TH Price /TH /FONT /TR % // Need to iterate over the items in OrderedToysToy aToy null;Vector orderedToys toyOrder.getOrderedToys();for(int i orderedToys.size() - 1; i 0; i-- ) {aToy (Toy) orderedToys.elementAt(i);% TR TD IMG border ″0″src ″ % ″/JKToysInternet″ aToy.getThumbnailFile() % ″ /TD TD % aToy.getShortDescription() % /TD TD % aToy.getFullDescription() % /TD TD % aToy.getPriceAsString() % /TD /TR %} /* end for loop */ % TR TD INPUT type ″submit″ name ″ConfirmPurchaseButton″value ″Confirm″ /TD TD INPUT type ″submit″ name ″CancelButton″ value ″CancelPurchase″ /TD TD STRONG Your total purchase amount is: /STRONG /TD TD % toyOrder.getTotalPriceAsString() % /TD /TR /TABLE /FORM /CENTER H2 align ″center″ Thank you for your interestin JKToys!!! /H2 /BODY /HTML 5-18Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student NotebookFigure5-14. What Does a JSP Do? (in212565)Notes:Using JSPs (and possibly servlets) an application can be built which providesabstraction of the user interface, the business logic and the data model. Commonlyknown as Model/View/Controller architecture, this involves components which acceptrequests (servlets/JSPs) and route them appropriately, components which access andrepresent application data (JavaBeans) and components which define and generatethe user interface (JSPs). Although a JSP can be used as an interaction controller,the real strength of JSPs is realized when used to define the user interface usingJavaBeans as containers for result data.There are some implicit objects provided by the application server to the JSP atexecution time:request -- HttpServletRequest objectresponse -- HttpServletResponse objectsession -- the current HttpSession*out -- the JspWriter which writes into the output streampageContext, application (ServletContext), config (ServletConfig), page exception -Instance of Throwable (available to Error Page Copyright IBM Corp. 1997, 1999Unit 5. CRM — Data AccessCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.5-19

Student NotebookFigure5-17. What is JDBC (in212580)Notes:5-22Application Framework DRAFT June 13, 2000 8:53 a.m. Copyright IBM Corp. 1997, 1999Course materials may not be reproduced in whole or in partwithout the prior written permission of IBM.

Student NotebookFigure5-28. The Common Connector Framework (in2125d5)Notes:The CCF is a common approach for providing connectors which integrate externalsystems with Java applications. Copyright IBM Corp. 1997, 1999Unit 5. CRM — Data AccessCourse materials may not be reproduced in whole or in partwithout the prior written permission of IBM.5-33

Unit 4. CRM - Web Marketing What This Unit Is About Identify/utilize the components of the framework to build and run Web Marketing solutions What You Should Be Able to Do After completing this unit, you should be able to: Define the Web Marketing solution space Identify the technologies used for creating a Web Marketing solution

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