Magento 2 Beginners Guide - Gabriel Guarino - E-Book

Magento 2 Beginners Guide E-Book

Gabriel Guarino

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Beschreibung

Do you have a good product to sell but need your start-up to sell it to your potential customers the right way? Were you unhappy with what Magento 1 had to offer and are looking forward to trying out what Magento 2 provides? If either of these questions ring a bell, then this book is for you! You'll start by getting a general understanding of what Magento is, why and how you should use it, and whether it is possible and feasible to migrate from an old web store to Magento 2.

We'll introduce you to the main e-commerce concepts and basic features and let you play with them, so you can get a taste of how catalog and content management works. Following on from that, we'll show you how to tune your store up. You will learn how to get web store offers up and running, how to offer various discounts in the catalog, how to let the customers reduce the total price in the shopping cart by combining different products, and how to generate coupon codes that customers can use. Finally, we'll get serious and turn your plaything into a real web store, teaching you how to run it for real.

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Veröffentlichungsjahr: 2017

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Table of Contents

Magento 2 Beginners Guide
Credits
About the Author
About the Reviewer
www.PacktPub.com
Why subscribe?
Customer Feedback
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the color images of this book
Errata
Piracy
Questions
1. Introduction to Magento 2
Magento as a lifestyle
Types of e-commerce solutions
Self-hosted e-commerce solutions
WooCommerce
PrestaShop
OpenCart
Hosted e-commerce solutions
Shopify
BigCommerce
New features in Magento 2
New technologies
New tools
Admin panel changes
Frontend changes
What do you need to get started?
Summary
2. Installation
System requirements for Magento 2
Local installation in your computer
Getting the Magento code base
Setup Wizard installation
Command-line installation
How to choose the right hosting provider
Managed servers
Self-managed servers
Installing Magento in Amazon EC2
Setting up the Amazon AWS account
Creating the Amazon EC2 instance
Preparing the Amazon instance for Magento 2
Summary
3. Migration
Reviewing the current store and preparing a migration plan
Code audit
Modified Magento core
Business logic in templates
Third-party extensions
Custom extensions
Unused extensions
Custom JavaScript
Migration requirements
Using the Data Migration Tool
Compatible versions
Migration process
Summary
4. Creating Your First Product, Images, Inventory, and Prices
Adding your first product
Working with images
Working with Magento’s pricing possibilities
Summary
5. Attribute Sets and Custom Attributes
Product attributes
Creating a product attribute
Attribute sets
Associating attribute sets with products
Summary
6. Product Types
Introduction to the different product types in Magento
Simple products
Configurable products
Grouped Product
Bundle Product
Virtual Product
Downloadable Product
Summary
7. Categories
Categories
Hierarchy
Top navigation
Summary
8. CMS Pages, Blocks, and Widgets
CMS Pages
Static blocks
Widgets
Summary
9. Managing Scope and Locale Settings
Magento scopes - websites, stores, and store views
Websites
Stores/store groups
Store views
Default/global scope
Summary
10. System Configuration
System configuration sections and fields
GENERAL | General
GENERAL | Web
GENERAL | Currency Setup
GENERAL | Store Email Addresses
GENERAL | Contacts
GENERAL | Contact Management
CATALOG | Catalog
CATALOG | Inventory
CATALOG | Email to a Friend
CUSTOMERS | Newsletter
CUSTOMERS | Customer Configuration
CUSTOMERS | Persistent Shopping Cart
SALES | Sales
Sales - Tax
Sales - Checkout
Sales - Shipping Settings
Sales - Multishipping Settings
Sales - Shipping Methods
Sales - Google API
Sales - Payment Methods
Advanced - Admin
Advanced - System
Advanced - Advanced
Summary
11. Working with Customers
Working with customer accounts
Adding a new customer
Summary
12. Admin Users and Roles
Managing admin users
Managing roles
Summary
13. Taxes
Tax classes and rules
Tax zones and rates
Summary
14. Catalog and Shopping Cart Price Rules
Catalog price rules
Shopping cart price rules
Summary
15. Processing Payments
Default Magento payment methods
Setting up PayPal
PCI compliance
Summary
16. Configuring Shipping
Overview of the default Magento shipping methods
Flat Rate
Free Shipping
Table Rates
UPS/USPS/FedEx/DHL
How to set up shipping with UPS
Other carriers
Summary
17. Fulfilling Orders
Order management
State and status
Invoices, shipping, and credit memos
Summary
18. Transactional E-mails and Newsletter
Modifying transactional e-mail templates
Modifying newsletter templates
Handling newsletters and their subscribers
Summary
19. Reports
Magento reports
Summary
20. Customizing Your Magento Store
How to manage Magento themes
How inline translation works
Magento Marketplace
Summary
21. Store Maintenance
Backup, restore, and database management
Performance tuning
Search engine optimization
Cache and Index Management
Upgrading Magento to a new version
Summary

Magento 2 Beginners Guide

Magento 2 Beginners Guide

Copyright © 2017 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: March 2017

Production reference: 1060317

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

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B3 2PB, UK.

ISBN 978-1-78588-076-6

www.packtpub.com

Credits

Author

Gabriel Guarino

Copy Editor

Muktikant Garimella

Reviewer

Eugene Ivashin

Project Coordinator

Sheejal Shah

Commissioning Editor

Ashwin Nair

Proofreader

Safis Editing

Acquisition Editor

Larissa Pinto

Indexer

Mariammal Chettiyar

Content Development Editor

Nikhil Borkar

Graphics

Abhinash Sahu

Technical Editor

Jijo Maliyekal

Production Coordinator

Shantanu Zagade

About the Author

Gabriel Guarino has been working with Magento since 2009.

As a Magento specialist he has achieved all the Magento certifications. He is an active member of the community and has been recognized as a Magento Master for 2017.

He is the Chief Operating Officer of Wagento, a full-service Magento Solution Partner with offices in USA, Mexico, Bolivia, India, and Argentina.

He is also a moderator in Magento forums, and he is a frequent speaker at Magento events.

About the Reviewer

Eugene Ivashin is a professional Ukrainian web developer who currently lives and works in Sweden. 

He graduated at Dnepr State Academy of Building and Architecture in Dnepropetrovsk, Ukraine, and got a Building Industry Automation Engineer diploma with a distinction in 1997. Programming became his hobby and future profession since then.

Eugene walked a long path in application and web development. Finally, for 4 years, Eugene worked as a software engineer, developer’s trainer, and training manager at Varien (later rebranded as Magento Inc. and acquired by eBay). Currently, he works as a principal backend developer at Vaimo Sweden, Enterprise Magento Solutions Partner.

Eugene is involved in active development of Magento-based solutions for Vaimo’s clients since 2015. He got certified as a Magento Developer Plus in September 2016.

Eugene reviewed other books at Packt Publishing:

Magento Beginners GuideMagento Site Performance Optimization

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Preface

This is more than a book, it's a reference guide. The reality is that you have to have the right information exactly when you need it; for that reason, the goal of this book is to cover everything you need to know to manage your store. The first time you read the book, you will be able to understand all the concepts related to managing a Magento store, and then you can use the book as a reference and quickly take a look at its pages every time you need. This book consists of four parts. We’ll get started with the general understanding of what Magento is, why and how we should use it, and whether it is possible and feasible to migrate an old web store to Magento 2. The migration part will only be interesting for those who wish to give their old websites a new life by migrating them to the new platform. We’ll introduce you to the main e-commerce concepts and basic features, and we'll let you play with them so that you can get a taste of how the catalog and content management works. We’ll show you how to tune your store for proper use. Finally, we will get serious and try to turn your sample store into a real web store, and teach you how to run it for real.

What this book covers

Chapter 1, Introduction to Magento 2, covers what Magento is and what you can do with it, a comparison with the most popular competitors, and a walk-through of the new features of Magento 2.

Chapter 2, Installation, describes the system requirements for Magento, installing Magento on your local computer, selecting a hosting provider, and installing Magento there.

Chapter 3, Migration, explores how the existing Magento users can migrate their web store from Magento 1 to Magento 2, and contains a detailed guide and recommendations.

Chapter 4, Creating Your First Product, Images, Inventory, and Prices, teaches you how to add products to your store and include detailed descriptions, images, price, and inventory information.

Chapter 5, Attribute Sets and Custom Attributes, explains how to work with product attribute sets and product attributes.

Chapter 6, Product Types, describes all the supported default product types and working with configurable, grouped, and downloadable products.

Chapter 7, Categories, covers the management of categories in your Magento store.

Chapter 8, CMS Pages, Blocks, and Widgets, covers using pages, blocks, and widgets to add content to your Magento store.

Chapter 9, Managing Scope and Locale Settings, explains scope--one of the most fundamental concepts of Magento--and how to set it up.

Chapter 10, System Configuration, reviews the most important system configuration sections and fields in Magento.

Chapter 11, Working with Customers, teaches you to manage customer accounts in your Magento store.

Chapter 12, Admin Users and Roles, covers managing admin users, granting permissions to specific roles, and basic security.

Chapter 13, Taxes, explains how having taxes calculated properly is what makes you secure when you offer different types of products for different regions and different delivery points.

Chapter 14, Catalog and Shopping Cart Price Rules, teaches price rules, an essential marketing tool that brings your Magento store to a professional level; you can manage discounts and coupons based on various conditions.

Chapter 15, Processing Payments, gives an overview of the default Magento payment methods, setting up PayPal for your Magento store, and PCI compliance.

Chapter 16, Configuring Shipping, gives an overview of the default Magento shipping methods and explains how to set up shipping with UPS.

Chapter 17, Fulfilling Orders, walks you through order fulfillment; discover your options for handling order fulfillment by observing the life cycle of an order in Magento.

Chapter 18, Transactional E-mails and Newsletter, explains the setup of a newsletter and transactional e-mails so that the communication from your website corresponds to the website's look and feel.

Chapter 19, Reports, teaches you how to generate reports to track the activity and conversion rates of your Magento store.

Chapter 20, Customizing Your Magento Store, explains how to manage the Magento themes, use the inline translation tool, and review the Magento Marketplace to find new extensions, themes, and language packs.

Chapter 21, Store Maintenance, teaches you how to position the website within search engines, Cache and Index management, tuning up performance and Magento backups and how to upgrade Magento to a new version.

What you need for this book

You don't need any technical skills in order to read the book and follow each of the guides from the chapters.

Who this book is for

This book is for merchants, e-commerce managers, and store administrators. Even more than that, this book is for everyone who has a good product to sell but needs a guide.

Conventions

In this book, you will find a number of text styles that distinguish between different kinds of information. Here are some examples of these styles and an explanation of their meaning.

Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles are shown as follows: "The next lines of code read the link and assign it to the to the BeautifulSoup function." Any command-line input or output is written as follows:

php bin/magento indexer:reindex

New terms and important words are shown in bold. Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: "In order to reindex, you can click on the Indexers are Invalid link on the popup from the latest screenshot or go to the System | Tools | Index Management menu item."

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

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Downloading the color images of this book

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Questions

If you have a problem with any aspect of this book, you can contact us at [email protected], and we will do our best to address the problem.

Chapter 1.  Introduction to Magento 2

In this chapter, we will cover the following topics:

Magento as a life style: Magento as a platform and the Magento communityCompetitors: hosted and self-hosted e-commerce platformsNew features in Magento 2What do you need to get started?

Magento as a lifestyle

Magento is an open source e-commerce platform. That is the short definition, but I would like to define Magento considering the seven years that I have been part of the Magento ecosystem.

In the seven years, Magento has been evolving to where it is today, a complete solution backed up by people with a passion for e-commerce. If you choose Magento as the platform for your e-commerce website, you will receive updates for the platform on a regular basis. Those updates include new features, improvements, and bug fixes to enhance the overall experience in your website.

As a Magento specialist, I can confirm that Magento is a platform that can be customized to fit any requirement. This means that you can add new features, include third-party libraries, and customize the default behavior of Magento. As the saying goes, the only limit is your imagination.

Whenever I have to talk about Magento, I always take some time to talk about its community. Sherrie Rohde is the Magento Community Manager and she has shared some really interesting facts about the Magento community in 2016:

Delivered over 725 talks on Magento or at Magento-centric eventsProduced over 100 podcast episodes around MagentoOrganized and produced conferences and meetup groups in over 34 countriesWritten over 1,000 blog posts about Magento

Types of e-commerce solutions

There are two types of e-commerce solutions: hosted and self-hosted.

We will analyze each e-commerce solution type, and we will cover the general information, pros, and cons of each platform from each category.

Self-hosted e-commerce solutions

Self-hosted e-commerce solution is a platform that runs on your server, which means that you can download the code, customize it based on your needs, and then implement it in the server that you prefer. Magento is a self-hosted e-commerce solution, which means that you have absolute control over the customization and implementation of your Magento store.

WooCommerce

WooCommerce is a free shopping cart plugin for WordPress that can be used to create a full-featured e-commerce website. WooCommerce has been created following the architecture and standards of WordPress, which means that you can customize it with themes and plugins. The plugin currently has more than 18,000,000 downloads, which represents over 39% of all online stores.

Now, we will review the pros and cons of WooCommerce:

Pros:

It can be downloaded for freeEasy setup and configurationA lot of themes availableAlmost 400 extensions in the marketplaceSupport through the WooCommerce help desk

Cons:

WooCommerce cannot be used without WordPressSome essential features are not included out-of-the-box, such us PayPal as a payment method, which means that you need to buy several extensions to add those featuresAdding custom features to WooCommerce through extensions can be expensive

PrestaShop

PrestaShop is a free open source e-commerce platform. The platform is currently used by more than 250,000 online stores and is backed by a community of more than 1,000,000 members. The company behind PrestaShop provides a range of paid services, such us technical support, migration, and training to run, manage, and maintain the store.

Now, let's take a look at the pros and cons of Prestashop:

Pros:

Free and open source310 integrated features3,500 modules and templates in the marketplaceDownloaded over 4 million times63 languages

Cons:

As with WooCommerce, many basic features are not included by default and adding those features through extensions is expensiveMultiple bugs and complaints from the PrestaShop community

OpenCart

OpenCart is an open source platform for e-commerce, available under the GNU General Public License. OpenCart is a good choice for a basic e-commerce website.

Now, let's take a look at the pros and cons of OpenCart:

Pros:

Free and open sourceEasy learning curveMore than 13,000 extensions availableMore than 1,500 themes available

Cons:

Limited featuresNot ready for SEONo cache management page in admin panelHard to customize

Hosted e-commerce solutions

A hosted e-commerce solution is a platform that runs on the server belonging to the company that provides that service, which means that the solution is easier to set up but there are limitations and you don't have the freedom to customize the solution according to your needs. The monthly or annual fees increase when the store attracts more traffic and has more customers and orders placed.

Shopify

Shopify is a cloud-based e-commerce platform for small and medium-sized business. The platform currently powers over 325,000 online stores in approximately 150 countries.

Below, we will mention the pros and cons of Shopify:

Pros:

No technical skills required to use the platformTool to import products from another platform during the sign up processMore than 1,500 apps and integrations24/7 support through phone, chat, and e-mail

Cons:

The source code is not providedRecurring fee to use the platformHard to migrate from Shopify to another platform

BigCommerce

BigCommerce is one of the most popular hosted e-commerce platforms, and powers more than 95,000 stores in 150 countries.

Finally, we will review the pros and cons of BigCommerce:

Pros:

No technical skills required to use the platformMore than 300 apps and integrations availableMore than 75 themes available

Cons:

The source code is not providedRecurring fee to use the platformHard to migrate from BigCommerce to another platform

New features in Magento 2

Magento 2 is a new generation of the platform, with new features, technologies, and improvements that make Magento one of the most robust and complete e-commerce solutions available at the moment. In this section, we will describe the main differences between Magento 1 and Magento 2.

First, let's review the new technologies that are available in Magento 2:

New technologies

Composer: This is a dependency manager for PHP. Dependencies can be declared and Composer will manage these dependencies by installing and updating them. In Magento 2, Composer simplifies the process of installing and upgrading extensions and upgrading Magento.Varnish 4: This is an open source HTTP accelerator. Varnish stores pages and other assets in memory to reduce the response time and network bandwidth consumption.Full Page Caching: In Magento 1, Full Page Caching was only included in the Magento Enterprise Edition. In Magento 2, Full Page Caching is included in all editions, allowing the content from static pages to be cached, increasing the performance and reducing the server load.Elasticsearch: This is a search engine that improves the search quality in Magento and provides background re-indexing and horizontal scaling.RequireJS: It is a library to load Javascript files on-the-fly, reducing the number of HTTP requests and improving the speed of the Magento Store.jQuery: The frontend in Magento 1 was implemented using Prototype as the language for Javascript. In Magento 2, the language for Javascript code is jQuery.Knockout.js: This is an open source Javascript library that implements the Model-View-ViewModel (MVVM) pattern, providing a great way of creating interactive frontend components.LESS: This is an open source CSS preprocessor that allows the developer to write styles for the store in a more maintainable and extendable way.Magento UI Library: This is a modular frontend library that uses a set of mix-ins for general elements and allows developers to work more efficiently on frontend tasks.

Now, let's review the new tools that are available in Magento 2:

New tools

Magento Performance Toolkit: This is a tool that allows merchants and developers to test the performance of the Magento installation and customizations.Magento 2 Command Line Tool: This is a tool to run a set of commands in the Magento installation to clear the cache, re-index the store, create database backups, enable maintenance mode, and more.Data Migration Tool: This tool allows developers to migrate the existing data from Magento 1.x to Magento 2. The tool includes verification, progress tracking, logging, and testing functions.Code Migration Toolkit: This allows developers to migrate Magento 1.x extensions and customizations to Magento 2. Manual verification and updates are required in order to make the Magento 1.x extensions compatible with Magento 2.Magento 2 Developer Documentation: One of the complaints by the Magento community was that Magento 1 didn't have enough documentation for developers. In order to resolve this problem, the Magento team created the official Magento 2 Developer Documentation with information for developers, system administrators, designers, and QA specialists.

Admin panel changes

Better UI: The admin panel has a new look-and-feel, which is more intuitive and easier to use. In addition to that, the admin panel is now responsive and can be viewed from any device in any resolution.Inline editing: The admin panel grids allow inline editing to manage data in a more effective way.Step-by-step product creation: The product add/edit page is one of the most important pages in the admin panel. The Magento team worked hard to create a different experience when it comes to adding/editing products in the Magento admin panel, and the result is that you can manage products with a step-by-step page that includes the fields and import tools separated in different sections.

Frontend changes

Integrated video in product page: Magento 2 allows you to add a video to the product, introducing a new way of displaying products in the catalog.