How to Make a New Profile Definition Visible in the Customer and Orders Manager

For the latest version of Commerce Server 2007 Help, see the Microsoft Web site.

Although Commerce Server 2007 contains several profile definitions, you may want to make new definitions to suit your business needs. Follow these steps to make the new profile definitions visible in the Commerce Server Customer and Orders Manager.

Note

The profile definition that you want to add to the Customer and Orders Manager must have at least one searchable property.

To make a new profile definition visible in the Customer and Orders Manager

1. Click Start, click Run, type Azman.msc, and then click OK.

2. In Authorization Manager, click ProfilesAuthorizationStore.xml, right-click Profiles Store, and then click New Scope.

3. In the New Scope dialog box, in the Name box, type the name of the new profile definition, and then click OK.

4. In the left pane of Authorization Manager, expand the new profile definition, and then click Definitions.

5. In the right pane, right-click Role Definitions, and then click New Role Definition.

6. In the Role Definition dialog box, do the following:

   Use this	To do this
   Name	Type the name for the new role, for example, ProfileWriter_CSR.
   Description	Type a description for the new role.
   The tasks and lower-level roles that define this role	Click Add to open the Add Definition dialog box.

7. In the Add Definition dialog box, on the Tasks tab, select one or more tasks that you want to add, for example, Profile Authoring, and then click OK.

8. In the Role Definition dialog box, click OK.

9. Modify the PresentationInfo file by adding a new profile element as a child of the presentationConfiguration element, as shown in the following example:

   <profile name="MyProfile" displayName="My Profile" description="My Profile">
   <displayArea name="main" displayName="Main">
   </displayArea>
   </profile>
   

10. For each property of the profile definition, follow these instructions to add a new property to the PresentationInfo file.

See Also

Other Resources

Managing Your Profiles

How to Display a Custom Profile Property in the Customer and Orders Manager