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 A non-technical guide to technical concepts and
their impact on stability, performance & conversion
Who am I?
l    Stephen McNairn             ...in a past life.
      l    Project Manager at    •  Marketing Manager
            Session Digital        l    Intro to E-commerce
      l    Certified Scrum
                                   l    Business focused
            Master
                                   l    Feel your pain!
      l    Warner Music,
            Dreams, Missguided,
            Football League
            Magento projects
Aim
l    Share some lessons learned
l    Promote site stability and protect conversion
l    Explain key technical concepts
l    Using that knowledge to drive business decisions
l    Share standard processes and best practice
Topics
l    Platform stability is crucial
l    Load
l    Caching and Indexing
l    Magento Flat Tables
l    Magento Content Staging Stores
l    Managing change
l    Sharing, Q & A
Apologies!
l    No silver bullet
l    I am not technical
l    I will use bad metaphors
l    I will over simplify
l    “The brain is very much like a big computer”
Performance and Stability
l    23% of dissatisfied online shoppers attributed [this] to the
      Web site being too slow or taking too long to render.

l    Another 17% reported dissatisfaction due to site crashes
      or error messages they received.

l    1/3 of shoppers who abandoned a recent shopping
      session were dissatisfied with a retail site’s performance.
                        eCommerce Web Site Performance Today (Forrester Consulting)
Performance and Stability
l    79% of online shoppers who experience a dissatisfying
      visit are likely to no longer buy from that site.

l    46% of dissatisfied online shoppers are more likely to
      develop a negative perception of the company

l    44% will tell their friends and family about the experience.
                        eCommerce Web Site Performance Today (Forrester Consulting)
Performance and Stability
l    When a site experiences an outage, 9% of online
      customers permanently abandon the site, and 48% of site
      users establish a relationship with a competitor.
                                                   Jupiter Research


l    There is a nearly 50% relationship between performance
      and site abandonment - i.e., a 10% decrease in site
      [performance] leads to a 5% increase in site
      abandonment.
                                                              Zona
We know poor performance and
 down-time impacts revenue…

    …why do we put good
     performance at risk?
The Internet!
Load
Under Heavy Load
Know your limits
Do:                       Avoid:
l  Know your capacity    l  Too much load


l  Load test             l  Mailing the world at


l  GA real-time
                              once
                          l  Changes at peak
l  Plan your campaigns


l  Plan your growth
                              times
                          l  Hope it will cope
 l    Give yourself
       headroom
Cache
Hot cache!
Magento Cache Management
What does each line do
•  Configuration: Everything you manage in the configuration in System>>Configuration
•  Layout: Front end layout rules (layout.XML). How the page is laid out
•  Block HTML: More template info. Front end HTML generated by blocks (.phtml)
•  Translations: Core translations (so if you change locale)
•  Collections: Collections are requests to the DB regarding product info (ie. sort, view all)
•  EAV types: DB information - particularly related to attributes, attributes sets, names values etc
•  Web services: API - How and what Magento use to speaks to 3rd party applications
•  Class rewrites: When you extend Magento you rewrite classes. Magento caches details of
   where and what you have rewritten.
•  FPC – Full page Cache – Enterprise only – The actual pages of your site


•  Catalog Images and JavaScript/CSS only need refreshed if you have made front end design
  changes

•  Flush Magento Cache: Completely empties all Magento cache lines so they can be rebuilt
•  Flush Cache storage. Completely empties all caches (inc. Magento, sessions, memcache etc.)
Have you cleared the Cache?
 l    No! You've refreshed the relevant cache lines
 l    Avoid flushing the cache or cache storage (unless you
       want to annoy customers).
 l    Up-to-date caches are good...
 l    ...be not afraid of the invalid cache
 l    Refreshing cache is change
 l    Change at peak is risky!
There's a hole in my bucket
The Magento DB
The Magento DB
•    Horribly complex!
•    Not a spread-sheet
•    EAV (Entity attribute value)
•    Flexible (new attributes, values)
•    Finding data is complex
•    DB bottlenecks cause performance
Data structure
Indexed data
Index Management
Issues resolved by Indexing
•  Products not displaying
•  Product not in correct category
•  Out-of-stock products not visible
•  Redirects not working
•  Products appear at incorrect price
•  Products not appearing in search results


You may also need to refresh page or block cache
“Have you updated the index?”
l    Up to date indexes are good
l    ...but be not afraid of the out-of-date-index
l    Indexing is an intensive process (URLs)
l    Extenuated on multi-store
l    Use auto-update carefully
l    Indexing is change
l    Change at peak is risky
Caching and Indexing

l    They make Magento perform better
l    Keep them up-to-date
l    Updating them can cause performance issues:
      l    Cache changes will impact front end, more at peak
      l    Indexing can cause additional load on the DB
      l    Don’t flush – Do refresh


l    Choose appropriate times to update cache and index or
      wait for auto-updates
www.mymagestore.com/admin
•    Intensive Processes
•    Can contribute to performance issues
•    Separate admin server does help server load
•    Separate admin server does not reduce impact on DB
•    /admin can cause chaos
Flat tables
System>>Configuration>>Catalog>>Frontend
Flat tables
           Benefits:                       Be aware:

•  Gives the front-end a         •  >1000 products
   single table for products     •  Must be periodically rebuilt
•  Gives the front-end a            for changes to appear
   single table for categories   •  Run after other indexes
•  Improves F/E performance         updated
•  Can reduce DB locks           •  Another index to maintain
•  Can reduce /admin impact
   on front end
Staging Websites
•  Enterprise Edition only
•  Uses Magento multi-store
   architecture
•  Requires minimal
   development work
•  Highly recommended
•  It works!
Staging Websites
          Features                       Benefits

•  New store view you         •  More controlled work flow
   access through admin       •  Separates admin
•  Preview catalogue,            maintenance from front
   content and config            end store
   changes                    •  Publish changes at best
•  Simple control of merge,      time for front end
   back up and roll-back      •  Reduce need for cache
•  Can schedule merges           and indexing
   (e.g. sales)
Maintenance
•  An unmaintained Magento platform will be slower
   •  Admin processes take longer
   •  Front end processes slower



•  Use default Magento log clearing


•  Deploy custom maintenance script to improve standard
   •  Clean up sales flat quotes table
   •  Examples in the community
Change Management
New features and fixes

•  4,500,000 lines of code in Magento
•  Bad code will lead to instability/poor performance


Your decisions should be made based on protecting the
quality of that code.
Agile

    Release early,
    Release often
The Fear

   Do not release
     anything.
       Ever.
Easing the Fear…
            Good Source control      Safe Deployment Process

l    Manage “Versions” of        •  Have one!
      your code                   •  Avoid hot fix!
l    Track changes               •  Should be automated
l    Avoid the disappearing      •  No manually copying
      feature!                    •  Don’t deploy at peak
l    Collaborative               •  Ask your dev team
l    Helps roll back                •  Capistrano
l    Ask your dev team
      l    GIT, SVN
Planning change
•  Define a release schedule
   •  Avoid hot-fixing
•  Use the release plan to protect your code
   •  Can it wait until the next release?
•  Always discuss risk vs. business value
   •  Need to hot fix? What’s the business value?
   •  Can the blue button wait?
Planning change
•  When defining new features consider business value
   •  Improve sales
   •  Improve business process
   •  Improve customer experience
   •  Resolve immediate critical issue


•  Document business value as part of requirement:
   •  BDD, Gherkin
   •  User stories
   •  1,2,3,4,5
Value Based Planning
Long term
 •  Invest based on business value


Medium term
 •  Priorities based on business value


Short term
 •  Release based on business value
   •  Risk vs. Business Value
   •  Only hot-fix critical issues
Testing – Final acceptance
•  Don’t just test the new features
•  Don’t avoid manual testing
•  Test list of key processes
    •  Admin tasks
    •  Front end journeys
•  Trust your sense of smell
Test the checkout
•  Test the checkout
    •  Test the checkout
    •  Test the checkout
•  Test the checkout
    •  Test the checkout
    •  Test the checkout
    •  Test the checkout
    •  Test the checkout


•  Test the checkout
Agile

    Release early,
    Release often
A recommendation…

  Do not release
   anything…
  …on a Friday
Example 1
You biggest selling product is incorrectly priced and
you’re selling it for £16.99 (should be £18.99). You
discover this a 4pm and you expect to sell 100 units in
the next hour.
Example 2
Promotional campaign is scheduled to 500,000 users
offering free delivery.

A high response rate is expected.

2 days before launch it is suggested that the servers
may not be able to cope with extra traffic levels…

          (Forecast response x audience) + standard traffic level
Example 3
The CEO demands the “home” link in the navigation to
be green. He has been asking for it for the last week
and it must go live NOW!

It is in a release with one other fix but the release has
not been fully tested.
Summary
•  Stability = happy customers = revenue
•  Know your platforms load capacity
•  Consider load in campaign and growth planning
•  Avoid changes at peak
   •  Deployments, catalogue updates, cache and indexing
•  Avoid impact of business processes on front end
   •  Use flat tables
   •  Use content staging stores
   •  Use maintenance scripts
Summary
•  Change is risky
•  Minimise the risk of releasing code
   •  Automated deployment
   •  Source control
   •  Define a release schedule.
   •  Avoid hot-fixing
   •  Always test the checkout!
•  Define every features business value
•  Use business value in all your planning and decisions
•  Don’t release on a Friday!
Any questions?

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Have you cleared the cache?

  • 1. Have you cleared the cache? A non-technical guide to technical concepts and their impact on stability, performance & conversion
  • 2. Who am I? l  Stephen McNairn ...in a past life. l  Project Manager at •  Marketing Manager Session Digital l  Intro to E-commerce l  Certified Scrum l  Business focused Master l  Feel your pain! l  Warner Music, Dreams, Missguided, Football League Magento projects
  • 3. Aim l  Share some lessons learned l  Promote site stability and protect conversion l  Explain key technical concepts l  Using that knowledge to drive business decisions l  Share standard processes and best practice
  • 4. Topics l  Platform stability is crucial l  Load l  Caching and Indexing l  Magento Flat Tables l  Magento Content Staging Stores l  Managing change l  Sharing, Q & A
  • 5. Apologies! l  No silver bullet l  I am not technical l  I will use bad metaphors l  I will over simplify l  “The brain is very much like a big computer”
  • 6. Performance and Stability l  23% of dissatisfied online shoppers attributed [this] to the Web site being too slow or taking too long to render. l  Another 17% reported dissatisfaction due to site crashes or error messages they received. l  1/3 of shoppers who abandoned a recent shopping session were dissatisfied with a retail site’s performance. eCommerce Web Site Performance Today (Forrester Consulting)
  • 7. Performance and Stability l  79% of online shoppers who experience a dissatisfying visit are likely to no longer buy from that site. l  46% of dissatisfied online shoppers are more likely to develop a negative perception of the company l  44% will tell their friends and family about the experience. eCommerce Web Site Performance Today (Forrester Consulting)
  • 8. Performance and Stability l  When a site experiences an outage, 9% of online customers permanently abandon the site, and 48% of site users establish a relationship with a competitor. Jupiter Research l  There is a nearly 50% relationship between performance and site abandonment - i.e., a 10% decrease in site [performance] leads to a 5% increase in site abandonment. Zona
  • 9. We know poor performance and down-time impacts revenue… …why do we put good performance at risk?
  • 11. Load
  • 13. Know your limits Do: Avoid: l  Know your capacity l  Too much load l  Load test l  Mailing the world at l  GA real-time once l  Changes at peak l  Plan your campaigns l  Plan your growth times l  Hope it will cope l  Give yourself headroom
  • 14. Cache
  • 17. What does each line do •  Configuration: Everything you manage in the configuration in System>>Configuration •  Layout: Front end layout rules (layout.XML). How the page is laid out •  Block HTML: More template info. Front end HTML generated by blocks (.phtml) •  Translations: Core translations (so if you change locale) •  Collections: Collections are requests to the DB regarding product info (ie. sort, view all) •  EAV types: DB information - particularly related to attributes, attributes sets, names values etc •  Web services: API - How and what Magento use to speaks to 3rd party applications •  Class rewrites: When you extend Magento you rewrite classes. Magento caches details of where and what you have rewritten. •  FPC – Full page Cache – Enterprise only – The actual pages of your site •  Catalog Images and JavaScript/CSS only need refreshed if you have made front end design changes •  Flush Magento Cache: Completely empties all Magento cache lines so they can be rebuilt •  Flush Cache storage. Completely empties all caches (inc. Magento, sessions, memcache etc.)
  • 18. Have you cleared the Cache? l  No! You've refreshed the relevant cache lines l  Avoid flushing the cache or cache storage (unless you want to annoy customers). l  Up-to-date caches are good... l  ...be not afraid of the invalid cache l  Refreshing cache is change l  Change at peak is risky!
  • 19. There's a hole in my bucket
  • 21. The Magento DB •  Horribly complex! •  Not a spread-sheet •  EAV (Entity attribute value) •  Flexible (new attributes, values) •  Finding data is complex •  DB bottlenecks cause performance
  • 25. Issues resolved by Indexing •  Products not displaying •  Product not in correct category •  Out-of-stock products not visible •  Redirects not working •  Products appear at incorrect price •  Products not appearing in search results You may also need to refresh page or block cache
  • 26. “Have you updated the index?” l  Up to date indexes are good l  ...but be not afraid of the out-of-date-index l  Indexing is an intensive process (URLs) l  Extenuated on multi-store l  Use auto-update carefully l  Indexing is change l  Change at peak is risky
  • 27. Caching and Indexing l  They make Magento perform better l  Keep them up-to-date l  Updating them can cause performance issues: l  Cache changes will impact front end, more at peak l  Indexing can cause additional load on the DB l  Don’t flush – Do refresh l  Choose appropriate times to update cache and index or wait for auto-updates
  • 28. www.mymagestore.com/admin •  Intensive Processes •  Can contribute to performance issues •  Separate admin server does help server load •  Separate admin server does not reduce impact on DB •  /admin can cause chaos
  • 30. Flat tables Benefits: Be aware: •  Gives the front-end a •  >1000 products single table for products •  Must be periodically rebuilt •  Gives the front-end a for changes to appear single table for categories •  Run after other indexes •  Improves F/E performance updated •  Can reduce DB locks •  Another index to maintain •  Can reduce /admin impact on front end
  • 31. Staging Websites •  Enterprise Edition only •  Uses Magento multi-store architecture •  Requires minimal development work •  Highly recommended •  It works!
  • 32. Staging Websites Features Benefits •  New store view you •  More controlled work flow access through admin •  Separates admin •  Preview catalogue, maintenance from front content and config end store changes •  Publish changes at best •  Simple control of merge, time for front end back up and roll-back •  Reduce need for cache •  Can schedule merges and indexing (e.g. sales)
  • 33. Maintenance •  An unmaintained Magento platform will be slower •  Admin processes take longer •  Front end processes slower •  Use default Magento log clearing •  Deploy custom maintenance script to improve standard •  Clean up sales flat quotes table •  Examples in the community
  • 34. Change Management New features and fixes •  4,500,000 lines of code in Magento •  Bad code will lead to instability/poor performance Your decisions should be made based on protecting the quality of that code.
  • 35. Agile Release early, Release often
  • 36. The Fear Do not release anything. Ever.
  • 37. Easing the Fear… Good Source control Safe Deployment Process l  Manage “Versions” of •  Have one! your code •  Avoid hot fix! l  Track changes •  Should be automated l  Avoid the disappearing •  No manually copying feature! •  Don’t deploy at peak l  Collaborative •  Ask your dev team l  Helps roll back •  Capistrano l  Ask your dev team l  GIT, SVN
  • 38. Planning change •  Define a release schedule •  Avoid hot-fixing •  Use the release plan to protect your code •  Can it wait until the next release? •  Always discuss risk vs. business value •  Need to hot fix? What’s the business value? •  Can the blue button wait?
  • 39. Planning change •  When defining new features consider business value •  Improve sales •  Improve business process •  Improve customer experience •  Resolve immediate critical issue •  Document business value as part of requirement: •  BDD, Gherkin •  User stories •  1,2,3,4,5
  • 40. Value Based Planning Long term •  Invest based on business value Medium term •  Priorities based on business value Short term •  Release based on business value •  Risk vs. Business Value •  Only hot-fix critical issues
  • 41. Testing – Final acceptance •  Don’t just test the new features •  Don’t avoid manual testing •  Test list of key processes •  Admin tasks •  Front end journeys •  Trust your sense of smell
  • 42. Test the checkout •  Test the checkout •  Test the checkout •  Test the checkout •  Test the checkout •  Test the checkout •  Test the checkout •  Test the checkout •  Test the checkout •  Test the checkout
  • 43. Agile Release early, Release often
  • 44. A recommendation… Do not release anything… …on a Friday
  • 45. Example 1 You biggest selling product is incorrectly priced and you’re selling it for £16.99 (should be £18.99). You discover this a 4pm and you expect to sell 100 units in the next hour.
  • 46. Example 2 Promotional campaign is scheduled to 500,000 users offering free delivery. A high response rate is expected. 2 days before launch it is suggested that the servers may not be able to cope with extra traffic levels… (Forecast response x audience) + standard traffic level
  • 47. Example 3 The CEO demands the “home” link in the navigation to be green. He has been asking for it for the last week and it must go live NOW! It is in a release with one other fix but the release has not been fully tested.
  • 48. Summary •  Stability = happy customers = revenue •  Know your platforms load capacity •  Consider load in campaign and growth planning •  Avoid changes at peak •  Deployments, catalogue updates, cache and indexing •  Avoid impact of business processes on front end •  Use flat tables •  Use content staging stores •  Use maintenance scripts
  • 49. Summary •  Change is risky •  Minimise the risk of releasing code •  Automated deployment •  Source control •  Define a release schedule. •  Avoid hot-fixing •  Always test the checkout! •  Define every features business value •  Use business value in all your planning and decisions •  Don’t release on a Friday!