Installation and First Configuration

This section describes the installation of the Customer Management Framework and the first steps of configuration.

Please note that Customer Management Framework requires MariaDB as database. It will not work with default MySQL. MariaDB is used to save activities with the MariaDB Dynamic Columns feature: https://mariadb.com/kb/en/library/dynamic-columns/

Installation

1. Add dependency for CMF to your composer.json and run composer update. Alternatively, in Pimcore directory, run composer require pimcore/customer-management-framework-bundle.

    ...
    "require": {
        ...
        "pimcore/customer-management-framework-bundle": "^3",
        ...
   }
   ... 

2. Open Pimcore Admin UI, navigate to Tools > Bundles and activate and install PimcoreCustomerManagementFrameworkBundle and ObjectMergerBundle.

The installer does following tasks:

• Install several data object classes.
• Create additional tables for activities, deletions, segment building, actions, triggers, rules, duplicates and newsletter system export.
• Add additional permissions.

After successful installation and reload of Pimcore Admin UI an additional customer management menu should be available.

Configure Customer Class

The CMF installation does not create a data object class for customers. That is because the framework does not limit you on specific classes or class structures when it comes to customers. The only requirement is that the customer class has to be 'prepared' to be used in CMF context.

Following options to prepare the customer class are available:

• For all basic CMF functionality: The customer class needs to extend the CustomerManagementFrameworkBundle\Model\AbstractCustomer class. In addition to that, following data attributes need to be available in the customer class:
  • active: checkbox
  • gender: gender field
  • firstname: firstname field
  • lastname: lastname field
  • street: input field
  • zip: input field
  • city: input field
  • countryCode: country selection
  • customerLanguage: language selection
  • email: email field
  • phone: input field
  • manualSegments: objects relation to CustomerSegments or objects with metadata to CustomerSegments with created_timestamp and application_counter as numeric meta fields
  • calculatedSegments: objects relation to CustomerSegments or objects with metadata to CustomerSegments with created_timestamp and application_counter as numeric meta fields
  • idEncoded: input field
  • profilingConsent: consent (optional)

As starting point this class definition can be used.

Note that the class doesn't need to contain the attributes as field definitions. You can also just add the fields to your specific class implementation interface by adding getters. You must also enable the Generate Type Declarations options on the Customer class for the attributes to be compatible with the Interface.

Example

class AppBundleCustomer extends Pimcore\Model\DataObject\Customer  {

    /** Implementation for firstname **/
    public function getFirstname()
    {
          return $this->getCustomerAddress()->getFirstname() ;
    }

    ...

}

• When using customer objects as users for Symfony security: In this case the customer class needs to extend the CustomerManagementFrameworkBundle\Model\AbstractCustomer\DefaultAbstractUserawareCustomer class and also need to have one additional data attribute:

  • password: password field

  Note: When extending the customer class from DefaultAbstractUserawareCustomer then either Customer class adds the required attributes for getters/setters defined in the 'CustomerManagementFrameworkBundle\Model\CustomerInterface' or Use a Trait, that implements these getters/setters, in Pimcore class.

• When using the provided SSO functionality (deprecated): In this case the customer class additionally needs to implement the CustomerManagementFrameworkBundle\Model\SsoAwareCustomerInterface interface and also need to have one additional data attribute:

  • ssoIdentities: objects relation to SsoIdentity

• Minimal Requirements (not suggested): If you want to be complete independent from any base classes, you just need to make sure the customer class somehow implements the interface CustomerManagementFrameworkBundle\Model\CustomerInterface

It is recommended to use Customer as name for the customer class. But it is also possible to use any other name. In this case, the configuration general.customerPimcoreClass for the customer class name has to be adapted. For details see Configuration chapter.

Of course your customer class can have additional attributes as needed.

Segment Assignments Stored Functions

The installer creates stored functions on database for auto assigning segments on Assets, Documents & DataObjects. In case this fails, Please import stored functions manually by defining a delimiter other than ; with following files:

/Resources/sql/segmentAssignment/storedFunctionDocument.sql
/Resources/sql/segmentAssignment/storedFunctionAsset.sql
/Resources/sql/segmentAssignment/storedFunctionObject.sql

Configuration

The CMF ships with a default configuration for basic functionality. To start up, no additional configuration should be needed. To activate additional or customize existing functionality, please have a look at the configuration chapter.

Configure Symfony firewall

To configure the symfony firewall for the webservices, add following line to your firewalls configuration in the security.yml of your app after the pimcore_admin firewall.

security:
    firewalls:
        pimcore_admin: 
            # ...
        cmf_webservice: '%customer_management_framework.firewall_settings%'

Of course, it is also possible to customize the firewall settings for the webservices by defining your custom settings instead of using the provided parameter. But, this is not recommended and might break in future versions of the customer management framework (because the customer management framework does changes at the firewall configuration)!

Setting Up necessary cron jobs

There are several cron jobs needed by the CMF. These need to be configured and setup based on the solution requirements. See CronJob Docs for details.

(Optional) Prerequisites for SSO (Deprecated)

If SSO functionality of CMF should be integrated, please follow the steps for Integration of Single Sign On.