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HCL Commerce is a high-availability, highly scalable and customizable e-commerce platform. Able to support hundreds of thousands of transactions per day, HCL Commerce allows you to do business with consumers (B2C) or directly with businesses (B2B). HCL Commerce uses cloud friendly technology to make deployment and operation both easy and efficient. It provides easy-to-use tools for business users to centrally manage a cross-channel strategy. Business users can create and manage precision marketing campaigns, promotions, catalog, and merchandising across all sales channels. Business users can also use AI enabled content management capabilities.
Administering
Topics in the Administering category highlight tasks that are typically performed by the Site Administrator, to support daily operations of the HCL Commerce site.
Overview of administering an HCL Commerce site
In HCL Commerce the person who performs administrative tasks is called a Site Administrator. The Site Administrator installs, configures, and maintains HCL Commerce and the associated software and hardware. The administrator responds to system warnings, alerts, and errors, and diagnoses and resolves system problems. Typically, this person controls access and authorization (creating and assigning members to the appropriate role), manages the Web site, monitors performance, and manages load balancing tasks. The Site Administrator might be responsible for establishing and maintaining several server configurations for different stages of development such as testing, staging, and production. The Site Administrator also handles critical system backups and resolves performance problems.
Organization Administration Console
The Organization Administration Console enables administrators to manage organizations, business users and member groups. Access Control policies can also be managed and approval requests can be processed.
Users
When a user first accesses an e-commerce site and is browsing product pages, the user is running as a generic user. The generic user has a common user ID (-1002) that is used across the entire system. The use of a common user ID on the site minimizes system resource usage. Once the user performs an operation that requires a unique identity, for example, adding a product to the shopping cart, the user is converted from a generic user to a unique guest user. A guest user has a unique user ID, but no password. This user implicitly belongs to the Default Organization and does not have any roles in the site. Depending on the business model of the store, and the access control policies, the user may be able to do other operations on the site, for example, placing an order. Both the generic user and a unique guest user have the registration type of "G" (Guest user). If the guest user registers to the current store, then the user is converted to a registered user, and any assets that the guest user owned will now be owned by the registered user.
Excluding users from member groups
Use the Organization Administration Console to exclude a business user from the member group.

Documentation
HCL Commerce is a high-availability, highly scalable and customizable e-commerce platform. Able to support hundreds of thousands of transactions per day, HCL Commerce allows you to do business with consumers (B2C) or directly with businesses (B2B). HCL Commerce uses cloud friendly technology to make deployment and operation both easy and efficient. It provides easy-to-use tools for business users to centrally manage a cross-channel strategy. Business users can create and manage precision marketing campaigns, promotions, catalog, and merchandising across all sales channels. Business users can also use AI enabled content management capabilities.
- Getting started
  HCL Commerce has different advantages for business users, administrators and developers. HCL Commerce targets each of these roles with a tailored set of offerings so that each of your users can get maximum benefit.
- Installing and deploying
  Learn how to install and deploy HCL Commerce development environments and HCL Commerce production environments.
- Migrating
  Before you migrate to HCL Commerce Version 9, review this information to help plan and execute your migration.
- Operating
  Topics in the Operating category highlight tasks that are typically performed by business users, customer support representatives, to complete their day-to-day tasks in the operation of the HCL Commerce site.
- Integrating
  Topics in the Integrating category highlight the tasks that are commonly performed for using HCL Commerce in combination with other products.
- Administering
  Topics in the Administering category highlight tasks that are typically performed by the Site Administrator, to support daily operations of the HCL Commerce site.
  - The HCL Commerce application
    Every time you deploy the HCL Commerce application, you are deploying a set of Docker containers that communicate with each other to run your HCL Commerce site. Each HCL Commerce application deployment can contain one or more stores.
  - Overview of administering an HCL Commerce site
    In HCL Commerce the person who performs administrative tasks is called a Site Administrator. The Site Administrator installs, configures, and maintains HCL Commerce and the associated software and hardware. The administrator responds to system warnings, alerts, and errors, and diagnoses and resolves system problems. Typically, this person controls access and authorization (creating and assigning members to the appropriate role), manages the Web site, monitors performance, and manages load balancing tasks. The Site Administrator might be responsible for establishing and maintaining several server configurations for different stages of development such as testing, staging, and production. The Site Administrator also handles critical system backups and resolves performance problems.
    - Administration Console
      Site Administrators use the Administration Console to control a site or store by completing administrative operations and configuration tasks such as refreshing the registry. You can access the Administration Console at a site-level, or for a particular store.
    - Organization Administration Console
      The Organization Administration Console enables administrators to manage organizations, business users and member groups. Access Control policies can also be managed and approval requests can be processed.
      - B2C view
        Organization Administration Console users have access to the following menus and tasks.
      - B2B view
        If you are a Buyer Administrator, Buyer Approver, Seller Administrator, or Site Administrator working with a B2B store, you can perform specific tasks in the Organization Administration Console according to your role.
      - Opening the Organization Administration Console
        The Organization Administration Console allows you, and the buyer's administrators to control the organizations that access your site or store. Tasks that you are authorized to perform in your role are displayed on the Organization Administration Console home page menus. These tasks are based on user roles and authority levels, which are defined in XML files on your HCL Commerce system and are assigned by the Site Administrator by using the Administration Console. To return to the Organization Administration Console home page, click the Home link at the top right of the screen.
      - Organizational management roles
        HCL Commerce supports the following organizational management roles: Buyer Administrator, Buyer Approver, Organization Participant, Buyer (buy-side), Procurement Buyer Administrator, Procurement Buyer (buy-side), Seller Administrator.
      - Business relationship roles
        The following business relationship management roles are supported by HCL Commerce: Account Representative, Sales Manager and Channel Manager.
      - Roles mapped to business models
        HCL Commerce provides default sets of roles. The Site Administrator must assign specific roles to every organization before assigning users to those roles. An organization can only take on roles that have been assigned to its parent organization.
      - Users
        When a user first accesses an e-commerce site and is browsing product pages, the user is running as a generic user. The generic user has a common user ID (-1002) that is used across the entire system. The use of a common user ID on the site minimizes system resource usage. Once the user performs an operation that requires a unique identity, for example, adding a product to the shopping cart, the user is converted from a generic user to a unique guest user. A guest user has a unique user ID, but no password. This user implicitly belongs to the Default Organization and does not have any roles in the site. Depending on the business model of the store, and the access control policies, the user may be able to do other operations on the site, for example, placing an order. Both the generic user and a unique guest user have the registration type of "G" (Guest user). If the guest user registers to the current store, then the user is converted to a registered user, and any assets that the guest user owned will now be owned by the registered user.
        Creating a user
        Use the Organization Administration Console to create a user of any type other than registered customer.
        Changing a user
        Use the Organization Administration Console to change the details of a user, or to enable or disable a user account.
        Finding users
        Use the Organization Administration Console to find users so that you can manage their user accounts or update their role assignments.
        Finding user properties
        User properties refers to attributes, such as the user Logon ID, first name, last name, organization or role.
        Listing users
        Use the Organization Administration Console to list all the users in your organizational hierarchy.
        Selecting roles for a user
        Use the Organization Administration Console to select roles for a user.
        Finding a user's distinguished name
        When creating a hosted reseller or distributor service agreement, you will need DN's for some organizations and users.
        Selecting a user role outside of the user's organization
        You can select a role for a user that is different from the user's organization.
        Role assignment permissions
        HCL Commerce allows you to configure which roles are able to assign any subset of an organization's available roles to users. This gives you the flexibility to move responsibility for assigning selected roles to levels of your organization that meet your business needs. Only the Site Administrator can grant role assignment permissions to other roles. The set of roles that a role can assign to users is known as the assignable roles. The role that assigns roles to user is known as the assigning role.
        Granting role assignment permissions
        Granting role assignment permissions is the act of associating a set of assignable roles with an assigning role. This permits a user who is granted the assigning role to assign roles from the set assignable roles to other users.
        Authority to manage users
        A Seller Administrator can manage users in organizations that belong to member groups owned by the administrator role organization. A Seller Administrator can also manage users in all organizations where they play their administrator role.
        Excluding users from member groups
        Use the Organization Administration Console to exclude a business user from the member group.
        Including users in member groups
        Use the Organization Administration Console to include a business user in the member group.
        Assigning customers to a customer service representative
        Use the Organization Administration Console to assign customers to a customer service representative.
      - Member groups
        A member group is a grouping of members - users, organizations, or other member groups - used for various business purposes. Two kinds of member groups exist: implicit and explicit. An implicit member group contains users that share common attributes and are therefore considered members of a specific member group. An implicit member group specifies criteria or attributes that users must satisfy in order to be considered members of that member group. You can also explicitly exclude certain users although they satisfy the criteria. An explicit member group contains explicitly assigned users, who may or may not share common attributes. A member group can be both implicit and explicit at the same time.
      - Organizations
        An organizational entity is a type of member in HCL Commerce. An organizational entity is classified into one of three types: an organization, an organization unit, or an authorization domain. For site administrators, one of your first tasks after installing and configuring HCL Commerce is setting up and managing access to your e-commerce site. This process involves creating organizations that participate at your site, and defining users that are members of those organizations. After an instance is created, you can publish a starter store that defines the organization structure. Sometimes, organizations joining your site might be buyer organizations. In other cases, you might have customers registering at your site who are engaged in a business-to-consumer relationship with your business. Defining the organizational structure of site is an important step in managing the types of access that members have to your system.
      - Approvals
        Accurate, secure transactions require that a second individual approve some electronic marketplace actions before they proceed. This individual, called an approver, can accept or reject requests to perform a specific action. During the organization registration process, the organization administrator selects the business processes for which they want to enable approval. This is done by signing up for the appropriate approval member group during membership registration. The organization administrator also populates the approver member groups. Only users within these groups have the authority to accept or reject requests to perform those actions for which approval has been enabled.
  - Staging environment
    an HCL Commerce staging environment is a runtime environment where business and technical users can update and manage store data and preview changes. The changes can then be propagated to the production environment.
  - Workspaces
    You can enable and manage workspace assets and determine policies such as locking rules and commit and publishing options.
  - HCL Commerce database
    As a site administrator, maintain the HCL Commerce database and ensure that any HCL Commerce utilities and processes that load and retrieve data from the database is configured to connect to the database properly.
  - Dynamic caching
    In general, caching improves response time and reduces system load. Caching techniques are used to improve the performance of World Wide Web Internet applications. Most techniques cache static content (content that rarely changes) such as graphic and text files. However, many websites serve dynamic content, containing personalized information or data that changes more frequently. Caching dynamic content requires more sophisticated caching techniques, such as those provided by the WebSphere Application Server dynamic cache, a built-in service for caching and serving dynamic content.
  - Extracting and loading data
    HCL Commerce provides utilities for preparing and loading data into a HCL Commerce database. The loading utilities are flexible and you can continue to use these utilities when you customize the HCL Commerce schema.
  - Payment plug-ins
    To configure a payment plug-in define payment and refund methods; payment and refund rules; and the payment protocols that you intend to use.
  - Search
    In keeping with HCL's commitment to current and open standards, HCL Commerce Search uses Apache Lucene as the basis of its Search framework. Lucene powers the Apache Solr search engine. This open-standards approach considerably eases the process of integrating Search with existing and third-party applications.
  - HCL Customer Service for HCL Commerce
    HCL Customer Service for HCL Commerce is a separately purchased product that provides a light-weight customer service solution that is embedded in the Aurora B2C and Aurora B2B storefronts. Even though this solution is a separately purchased product, it is not a separate application. Stores that are enabled with HCL Customer Service for HCL Commerce allow a customer service representative (CSR) to act on behalf of guest customers and registered customers. A CSR can manage customer accounts, cancel and reorder orders, and shop as customer. A CSR can also act on behalf of Buyer Administrators to help complete Aurora B2B tasks from the storefront, without having to access the Organization Administration Console.
  - HCL Commerce configuration file (wc-server.xml)
    Many aspects of the HCL Commerce runtime application are configured in an XML file. This XML file is located inside the HCL Commerce Java Platform, Enterprise Edition EAR.
  - Enabling the SSL Accelerator option
    An SSL Accelerator (or SSL Terminator) strips off HTTPS encryption at or before the Web server tier in a multitier setup. When you use an SSL Accelerator with HCL Commerce, you can use the SSL Accelerator option to configure HCL Commerce to correctly receive requests that require redirects.
  - Managing features
    You can administer the features for your store and site, such as attribute, catalog, promotion, marketing, order management features, and more. The administration tasks that you can complete differ depending on the type of feature and the tool that you use to administer your store and site.
  - Logging services
    HCL Commerce provides facilities for logging. For existing customers, ECTrace and ECMessage are still supported. For new implementations, use the WebSphere Application Server recommendation for logging and tracing.
  - Business auditing
    Business auditing is the capturing of the business logic and objects during a HCL Commerce operation. You may want to audit your business for various reasons: generic, such as to review various tasks performed weekly; or specific, such as to track the steps involved in a particular Customer Service Representative's order. A report on business auditing is available in the Administration Console.
  - Business events
    Each time that a command triggers a business event, a record is added to the BUSEVENT database table to persist data from the event. Event listeners and external systems (such as the Marketing component, a back end order management system, or an external analytics system) can use this data to perform further processing.
  - Business Object thresholds
    Applying limits on business operations reduces the risk of system attacks where unbound conditions might result in system failures.
  - Stores in HCL Commerce
    HCL Commerce supports several different types of entities that are defined as stores. The assets of these store entities may be edited using the HCL Commerce Accelerator.
  - Enabling registered users to access all stores in the Extended Sites business model
    HCL Commerce users can access storefronts by virtue of having the role of Registered Customer in the organization that owns the store, or in any organization above it. The roles a user has access to during registration are defined within the MemberRegistrationAttributes.xml file.
  - Hystrix on the Store server
    The Hystrix framework is used as a proxy for back-end resources such as the Transaction server and Search server by default. This can be disabled, but does have performance implications that must be considered.
- Customizing
  The topics in the Customizing section describe tasks performed by an application developer to customize HCL Commerce.
- Tutorials
  HCL Commerce provides many tutorials to help you customize and understand your HCL Commerce instance and stores.
- Samples
  Topics in the Samples category highlight the various samples that are provided with HCL Commerce.
- Compliance
  The following section describes how you can leverage HCL Commerce features and functionality to help your site be compliant with different privacy and security standards.
- Securing
  These topics describe the security features of HCL Commerce and how to configure these features.
- Performance
  Topics in the Performance section describe the means by which to plan, implement, test, and re-visit the optimization of HCL Commerce site performance.
- Troubleshooting
  Topics in the Troubleshooting section highlight common issues that are encountered with HCL Commerce, and how they can be addressed or mitigated.
- Reference
  Topics in the Reference section contain all of the HCL Commerce reference documentation.

Excluding users from member groups

Use the Organization Administration Console to exclude a business user from the member group.

Procedure

Open the Organization Administration Console.
Select Access Management > Find Users User Management.
A find dialog displays. Provide search criteria and click Find . A list of related users is displayed.
Select the business user you want to exclude from a group and click Member Groups . The Member Group dialog opens with Include and Exclude displayed on the left navigation frame. By default, Include is selected.
Click Exclude, and from the Available Member Groups list, select the group that you want to exclude the business user from and click Add. The group moves from the Available Member Groups list to the Selected Member Groups list. Repeat this step for all the member groups you want to exclude from the user.
Click OK.