Order Tracking

To manage Order Tracking:

1. From the Administration tab in the Shopping web portal, click Manage Order Tracking. On this page, you can:

   • Set options to control the user experience

   • Select a combination of emails, notification area icon notifications, and toast notifications

   • Edit the text of the notifications in Shopping's supported languages

   • For the best experience consider the Order Tracking best practices before managing Order Tracking

2. Scroll to the bottom of the page and click Save Changes to save your changes, or click Reset Changes to reset unsaved changes to the previously saved changes.

The Order Tracking options allow you to control the Order Tacking user experience.

To see how these options affect user experience, please refer to Order Tracking user experiences.

Option	Default value	Description
Show fewer notifications	Unchecked	When checked (enabled/on) users will only see one notification every Delay minutes, which will be the latest status. In this way a quick installation should have fewer notifications overall. This only affects actions 7 to 10 also known as intermediate actions. When unchecked, you will see all 4 notifications. If checked, you will only see one notification in any delay period, which will be action 22 (delay) if no other change in status has occurred. Depending on which actions you have enabled, you should always see Installation Succeeded or Failed (actions 16 and 17 ). Even with this unchecked (disabled/off), bear in mind that Shopping polls for status changes periodically and may not see and report every change in deployment state.
After how many minutes would you like the next notification to show? Also known as delay minutes	120	Wait this many minutes before sending the next notification, which will notify the latest status. Only available if you have selected Show fewer notifications.
Maximum number of progress notifications received during the download process Also known as maximum number	4	The maximum number of progress notifications for a single download, no matter the size of the download, or how long it might take. You will not see any progress notifications until the minimum amount has been downloaded. If the size of the download is less than the minimum amount then you should not see any progress notifications. Only applies to ConfigMgr application download progress notifications, which you will only see if you have enabled progress action 12.
Minimum download size (MBytes) before receiving progress notifications Also known as minimum amount	100	The minimum amount that must be downloaded before receiving the next notification, no matter the size of the download, or how long it might take. You will not see any progress notifications until the minimum amount has been downloaded. If the size of the download is less than the minimum amount then you should not see any progress notifications. Only applies to ConfigMgr application download progress notifications, which you will only see if you have enabled progress action 12.
Show step numbers in updates	Unchecked	Notifications include a numeric indication of how far into the deployment the notification is occurring. For example, (step 3 of 10) means that there are 7 more steps that must occur before the deployment is complete. However, the steps do not occur at regular intervals (for example, the first 5 steps could take a long time and the last 5 steps take a short time). The following table shows the steps involved in requesting different types of Shopping application. The green tick indicates a step that is executed when ordering each type of application. The red stop indicates the final step in requesting each type of application. For uninstalling, steps 1-10 are implied by the fact that the application will have previously been installed by Shopping. Step Heading 1E instruction Configuration Manager/Intune Uninstallation of Configuration Manager/Intune 1 Order Placed Steps implied by previous installation. 2 Approval - done   3 Approval - Completed/Rejected/Order Cancelled   4 Target added - Execution pending   5 Target confirmed - Execution success/fail   6 The request is visible to the target     7 Software available     8 Download started     9 Installation started     10 Installation sucess/fail     11 Uninstallation started     12 Uninstallation success/fail
Show how long ago the request was made	Checked	Notifications include the time the deployment was requested. Using this information, the user can determine how long the deployment has taken so far and guess how much longer it might take.

You should select a combination of notifications that will work well for your users.

Checking the Select All box for the Email, Icon, and Toast columns will select all the actions for those columns. Checking it again will unselect all of them. You can use Select All to expedite your selections, depending on whether you want most notifications or just a few.

Column	Default value	Description
Action	n/a	The deployment actions that might have notifications displayed for them. Note that those with asterisks might be resource intensive on your server if you have many clients (such as 100,000 or more).
Email	varies	Email notifications should be sent if the throttling settings above allow.
Icon	varies	Notifications are sent to the Windows Notification area's Shopping icon.
Toast	varies	Notifications are sent to the Windows action center.
Text Displayed	English	You can edit each of the Order Tracking notification texts to word them in the most meaningful way for your users. To better understand the notification actions and their texts, see the Action meanings table. When you select a text cell, you will see language buttons. You can click a button to change the text for the corresponding language. The text is used for icon, toast, and Order Status email notifications, with substituted values for the parameters (the values that start and end with percentage signs). Email notifications are also customizable using XSLT files, as described in Editing or localizing Shopping.

The Order Tracking notification actions and their texts are concise indications of the steps a deployment can go through. The table below explains them in more detail than available in the UI. It also indicates the default configuration and text displayed in each icon and toast notification. The same text displayed is also used by emails if the email template is listed as Mail-OrderStatus-Shopper.xslt. Where a different email template is listed, it is a normal request workflow template each of which has its own text and parameters, as described in Editing or localizing Shopping. Refer to Modifying the email templates for the email templates as mention in the table below.

	Action name	Email	Icon	Toast	Text Displayed (English)	Application types	Meaning
1	Order placed				Your order for %INSTALLATION% of %APPLICATIONNAME% has been successfully placed. %INSTALLATION% is one of the following: Installation (ConfigMgr and Intune installation) Uninstallation (ConfigMgr and Intune uninstallation) Execution (if 1E Platform) Deployment (non-ConfigMgr) Email template: Mail-OrderStatus-Shopper.xslt	All	The Shopping server has received the request.
2	Awaiting approval stage				Your order for %APPLICATIONNAME% has been successfully placed and is waiting for approval. Email template: Mail-OrderStatus-Shopper.xslt	All	The requested item requires approval(s) and an approval is being awaited.
3	Approval stage done				%APPROVERNAME% has approved your request for %APPLICATIONNAME%. %PENDINGAPPROVALCOUNT% more approval(s) pending. Email template: Mail-ApproveRequest.xslt	All	An approval was given, but there are further approvals required in the chain.
4	Approval(s) Completed				%APPROVERNAME% has approved your request for %APPLICATIONNAME%. Approval(s) completed. Email template: Mail-ApproveRequest.xslt	All	All approvals have been given.
5	Approval Rejected				%APPROVERNAME% has rejected your request for %APPLICATIONNAME%. Email template: Mail-RejectRequest.xslt and Mail-RejectRequestExpired.xslt	All	A Shopping application that requires approval has had an approval rejected. Approver rejection comments are available on the My Software Shopping page.
6	Order cancelled				Your order for %APPLICATIONNAME% has been cancelled. Email template: Mail-UserRequest-Cancel-InformUser.xslt	All	The Shopper cancelled their request.
7	Collection or Group updated				Target added. Email template: Mail-OrderStatus-Shopper.xslt	ConfigMgr	The ConfigMgr collection or Intune group used to target the deployment has been updated with a rule for user or device being targeted by the requested Shopping item. Intune group updates are not monitored in this version of Shopping.
8	Target in collection or group				Target confirmed. Email template: Mail-OrderStatus-Shopper.xslt	ConfigMgr	The ConfigMgr collection or Intune group has been evaluated and so the specific user or device is now in the collection (not just the rule) - this should allow the policy to be created and distributed to the ConfigMgr management points.
9	Policy available				The request is visible to the target. Email template: Mail-OrderStatus-Shopper.xslt	ConfigMgr	The policy is available at the ConfigMgr management points.
10	Content available				Software available. Email template: Mail-OrderStatus-Shopper.xslt	ConfigMgr	The content for the application or package used by the ConfigMgr Shopping application is available on at least one Distribution Point. This action does not confirm that the content is available at all distribution points or the distribution points applicable to the targeted client.
11	Download started				Download started. Email template: Mail-OrderStatus-Shopper.xslt	ConfigMgr	The content for the ConfigMgr application has started to download.
12	Download in progress				Download %PERCENTDOWNLOADED%% of %APPLICATIONNAME%. Email template: Mail-OrderStatus-Shopper.xslt	ConfigMgr	The content for the ConfigMgr application is still downloading - a percentage is indicated. This action (and 22 Delay) is special because progress is monitored locally by the Shopping Client, and not dependent on ConfigMgr client sending status to the Site, the Site processing it, and then being polled and reported by Shopping. Shopping Client will update the icon and toast notification(s) itself based on which notifications are required and their text format, determined at the point when the Shopper made the request. Shopping Central will send the Order Status email when it receives a status from the client.
13	Download complete				Download completed. Email template: Mail-OrderStatus-Shopper.xslt	ConfigMgr	The content for the ConfigMgr application has been downloaded.
14	Ready for installation				Request ready for installation. Email template: Mail-OrderStatus-Shopper.xslt	ConfigMgr	The client has the policy to install the application.
15	Installation started				Installation started. Email template: Mail-OrderStatus-Shopper.xslt %INSTALLATION% is not supported by this notification - it may be added in a future version.	ConfigMgr Intune 1E Platform	ConfigMgr has started installed the application.
16	Installation succeeded				%INSTALLATION% succeeded. %INSTALLATION% is one of the following: Installation (ConfigMgr and Intune installation) Uninstallation (ConfigMgr and Intune uninstallation) Execution (1E Platform) Email template: Mail-OrderStatus-Shopper.xslt	ConfigMgr Intune 1E Platform	ConfigMgr succeeded in installing the application.
17	Installation failed				%INSTALLATION% failed. Contact the helpdesk. %INSTALLATION% is one of the following: Installation (ConfigMgr and Intune installation) Uninstallation (ConfigMgr and Intune uninstallation) Execution (1E Platform) Email template: Mail-Failed-App-Shopper.xslt	ConfigMgr Intune 1E Platform	ConfigMgr failed to install the application.
18	Deployment failed				Request failed. Contact the helpdesk. Email template: Mail-Failed-App-Shopper.xslt	Non-ConfigMgr	The deployment has failed somewhere along the line. This might mean that retries and/or timeouts have been exceeded.
19	Device security changed				Security access changed. Reboot for it to take effect. Email template: Mail-ADIntegration-Success-Shopper.xslt	AD	A Shopping application that included an Active Directory change to a device has succeeded. Such changes become effective when the computer is rebooted.
20	User security changed				Security access changed. Log out and back in for it to take effect. Email template: Mail-ADIntegration-Success-Shopper.xslt	AD	A Shopping application that included an Active Directory change to a user has succeeded. Such changes become effective when the user logs out and back in (or is forced to do so by a computer reboot).
21	Security change failed				Security change failed. Contact the helpdesk. Email template: Mail-ADIntegration-Failure-Shopper.xslt	AD	A Shopping application that included an Active Directory change to a device or user has failed.
22	Delay	n/a			Your request has been delayed for technical reasons. It will be resumed soon. Email is not available for this action.	All	Indicate that no status updates have been received within <Delay Minutes> if you have enabled show intermediate updates if delayed. Users will not have seen any updates, except this one, indicating Shopping recognizes that there has not been a status update.

For the best Order Tracking experience, consider the following best practices.

Use the right solution or combination of solutions for your users

Review the Order Tracking user experiences to familiarize yourself with the options that Order Tracking gives you. The solutions can be considered to be most to least passive in this order:

• Shopping website including the My SoftwareAll Orders page

  • The user has to go to the website to see the status. And other than the My Software link icon's numbers, they won't see the status changes until they go to the My Software All Orders page

  • This option is appropriate for users that only want to retrieve status when they want it. However, this assumes that the users know to go to the Shopping website for status

• Windows notification area icon

  • The user has to click on the icon to see the status. This assumes the user knows to click on the icon, or that they discover it

  • This option is especially passive if you don't ensure the Shopping icon is visible to your users, as discussed below

• Windows action center toast notifications

  • The user will see the toast notifications in the lower right corner of their computer temporarily if they're working on their computer

  • Even if the user doesn't see the notifications when they are first presented, the user will see them later when reviewing other action center notifications

• Emails

  • The user will see the emails when they read their other emails. Unless the user redirects the emails to a folder or auto-deletes them, the user must see the emails

You can use all these options with all notifications, but that would probably annoy your users. If you're confident that users will find and use the Windows notification area icon, you might use that in that it's highly focused, current, and not very intrusive. Otherwise you could use the toast notifications - they are more visible but will be mixed in with other notifications. For those notifications that you believe to be most significant (such as successes and failures), you could enable emails to be confident that users have received the status. They could be redundant to the other notifications, but they are important enough that such redundancy is justified.

For the download in progress message, we suggest using the toast notifications only. For large downloads, multiple download notifications could be produced. That would result in too many emails and since the Shopping notification area icon lists all messages, it would have many largely redundant notifications. The Windows action center only shows a few of the most recent notifications by default. The action center also briefly pops up the current status and replaces it if a new notification arrives before it disappears. Thus, the action center displays a pleasant real-time download progress.

Review, enable, and edit the notification texts

You should read the Order Tracking notification texts on the Order Tracking web page and consider whether they will make sense to your users as is.

In most case Shopping requests are processed quickly and so most intermediate notifications are rarely seen by users.

Review and edit the notification emails

You can review and edit the notification emails as described on the Editing or localizing Shopping page.

Customize the Shopping notification area icon and name to match your Shopping website

If you have customized your Shopping website's icon or name, you should change the notification area icon and name to match. You can change other texts as well if you like. See the Customizations page for details.

Test the user experience

You should have a test lab (possibly a single virtual server) that you can install Shopping in. Using this environment, disable the option to only show intermediate updates. You can then request Shopping applications using test clients (possibly the single virtual server with the 1E Client installed). View the notifications and the emails as the users will see them. You will receive many more notifications and emails than the users will but you can review the experience and text to determine if changes should be made.

Ensure your users know how to suppress Windows action center notifications

We hope your users will find the Shopping Windows action center notifications icons to be very useful, but there might be time when they don't want notifications to appear. That would likely be true for all notifications. To suppress the notifications:

1. Click the action center icon

2. Click the Focus Assist tile. The tile will indicate that only priority notifications will be shown. The action center icon will include a moon

3. Clicking the Focus Assist tile again will allow only alarm notifications to be sent. Shopping notifications are neither priority nor alarm notifications.

4. Clicking the Focus Assist tile once again will allow all notifications to be displayed again, including Shopping's. The moon on the action center icon is removed.
   

Encourage your users to keep the Shopping notification area icon visible

By design, notification area icon visibility is controlled by users, ensuring that they get their best computing experience. However, you can encourage them to enable the Shopping icon.

Easy instructions for users:

1. Go to the Windows Start menu

2. Type "taskbar" and hit enter

3. Near the bottom of the window that opens, click on the Select which icons appear on the taskbar

4. Set the Shopping.UI switch to On.
   

Your users will see Order Tracking notifications according to how you've configured Order Tracking (refer to Order Tracking). The following are the possibilities.

Shopping website including the My Software All Orders page

Notice the "3" in the screenshot to the right, upper-right of the My Software icon in the top right corner. This is very subtle, but also very non-intrusive.

When the user clicks on the My Software icon, they will see status much like that show to the right.

You might notice that this page is simplified as compared with previous versions of Shopping. It defaults to the "All Orders" tab, allowing users to see status immediately.

Users also have the option of clicking on the ">" icon to expand the status of any request. This is a simplified but complete view of the request status, showing history and the steps taken. If some steps have not yet happened, they will have grey icons, as in this example. If any of the steps fail, the icon will be red.

The status is simplified in that at most 5 phases will be displayed, but phases can include multiple actions. In this example, the third phase indicates the target was added and confirmed during that phase and that the request and software are available to the target.

The user can also look at the Product Details page for the item they requested to see current status. Shopping has long indicated status in the top right corner of this page but more intermediate steps will be shown now, such as that the download has started in this example.

Windows notification area icon

If you enable the Shopping Windows notification area icon, users will see an icon much like that on the right. If it has a number on it, there are new notifications that the user hasn't seen.

The icon shows a label 1E Shopping Notifications when hovered over.

Users can hide this icon so that they only see it when they want to.

Users can click on the notification area icon and then see the status history. They can also clear all notifications.

Windows action center toast notifications

As the requested is processed, Windows action center notifications can be displayed, as illustrated here.

Users can control their action center experience by right-clicking the action center icon.

If the user is away when the toast notification comes in, the user can click on the action center and see them.

Emails

Users will continue to receive email notifications from Shopping if you enable them. However, for long-running or delayed deployments, users will receive more emails than previous Shopping versions, at the pace you configure.

Users can redirect the emails to folders or automatically delete them using Outlook or similar rules.