00:00:05:23 - 00:00:06:06
Okay.
00:00:06:06 - 00:00:10:07
So the third scenario we've got here
is something called rule groups.
00:00:10:21 - 00:00:14:18
Now this is something
which is very much under use to be honest.
00:00:14:18 - 00:00:18:01
It's something which is quite
a powerful bit of functionality.
00:00:18:01 - 00:00:22:00
If you've got quite complex access
scenarios that you need to consider.
00:00:22:17 - 00:00:25:21
It's just a case of getting your head
around exactly what it can do.
00:00:25:26 - 00:00:28:26
So hopefully I'll help you with that.
00:00:31:18 - 00:00:34:04
So again, a different scenario.
00:00:34:04 - 00:00:39:04
Our scenario here
is that we have a set of products
00:00:39:24 - 00:00:42:24
for the access to those products or
00:00:42:27 - 00:00:45:20
conditions on
those products is going to vary.
00:00:45:20 - 00:00:48:20
So some of the products may be location
restricted.
00:00:49:01 - 00:00:51:11
Some of the products may be role
restricted.
00:00:51:11 - 00:00:54:11
So only accessible by sales or marketing.
00:00:54:24 - 00:00:57:12
Some of them might not be restricted
at all.
00:00:57:12 - 00:00:59:15
And some of them
might have restrictions for both.
00:00:59:15 - 00:01:02:15
So they might be both role
and location restricted.
00:01:03:01 - 00:01:06:16
And what we've got to try and establish in
this scenario
00:01:07:01 - 00:01:11:13
is an effective system of governing
these potentially complex situations.
00:01:12:11 - 00:01:15:06
So what we're going to do in this
scenario is aim to introduce
00:01:15:06 - 00:01:18:06
the concept of rule groups for simplifying
00:01:18:11 - 00:01:21:06
this complex access requirements scenario.
00:01:22:29 - 00:01:25:29
So what we've got is three products.
00:01:25:29 - 00:01:29:00
The information below the product shows
the restrictions that are on it.
00:01:29:00 - 00:01:31:29
So product one is location
restricted only.
00:01:31:29 - 00:01:34:29
Product two is location and department.
00:01:35:02 - 00:01:38:02
And then product three
has no restrictions at all.
00:01:40:07 - 00:01:41:06
And then our customers
00:01:41:06 - 00:01:44:12
are just different locations
and different departments.
00:01:44:12 - 00:01:47:12
Just for clarity.
00:01:50:25 - 00:01:51:15
Okay.
00:01:51:15 - 00:01:54:19
So due to the complexities
of these multiple
00:01:54:19 - 00:01:57:19
and potentially conflicting restrictions,
00:01:57:25 - 00:02:01:24
creating a fully working
set of rules using just the standard
00:02:01:24 - 00:02:05:11
method of weightings
and granting and denying access,
00:02:05:29 - 00:02:09:18
it's going to either
be very, very difficult.
00:02:09:18 - 00:02:11:11
So we'll give you a really big headache
00:02:11:11 - 00:02:14:11
or in some cases,
it might actually be impossible to do.
00:02:14:26 - 00:02:16:22
So. This is what access know.
00:02:16:22 - 00:02:20:09
This is what role groups, rule groups
try and allow you to do.
00:02:20:09 - 00:02:22:21
Really simplify this process.
00:02:22:21 - 00:02:25:15
Now of course,
with our example of three products and six
00:02:25:15 - 00:02:28:19
customers, it's fairly straightforward,
but hopefully it will
00:02:29:21 - 00:02:32:21
put the methodology across to.
00:02:34:21 - 00:02:37:00
Okay, so the visuals are getting a bit
00:02:37:00 - 00:02:40:05
more confusing,
but let me try and simplify this.
00:02:40:21 - 00:02:44:24
So what we've got in our example here is
00:02:46:12 - 00:02:48:09
rules governing this scenario
00:02:48:09 - 00:02:51:09
divided into two separate rule groups.
00:02:51:18 - 00:02:52:19
And those rule groups.
00:02:52:19 - 00:02:57:21
One is to do with shipping restrictions
and one is to do with roll restrictions.
00:02:58:23 - 00:03:02:18
Now, within each of those groups,
we've got a few different rules
00:03:02:18 - 00:03:05:18
of different weightings
which govern these scenarios.
00:03:05:23 - 00:03:10:10
So the higher weighted rules
grant access to individual options
00:03:10:11 - 00:03:14:09
of that restriction, such as if it's
a particular country that has access
00:03:15:06 - 00:03:18:06
or if it's a particular
department has access.
00:03:18:12 - 00:03:21:23
And then we've got a lower
weighted rule in each one, which denies
00:03:21:23 - 00:03:25:23
access to all of the other products
which weren't covered in the first rule.
00:03:26:24 - 00:03:29:14
Hopefully this will make more sense
as I start going through the slides.
00:03:29:14 - 00:03:32:14
So do bear with me.
00:03:35:04 - 00:03:37:24
Now, the first thing we're looking at here
is the default access.
00:03:37:24 - 00:03:40:18
As is always
the case, default access is king.
00:03:40:18 - 00:03:43:18
That's going to be in place
before there's any rules in place.
00:03:44:04 - 00:03:47:04
In this scenario,
default access is granted
00:03:47:11 - 00:03:51:06
so every product can be accessed
by every customer.
00:03:51:15 - 00:03:53:19
There's no restrictions in place
initially.
00:03:53:19 - 00:03:56:19
Everyone can access everything.
00:03:58:13 - 00:04:02:01
Then we start evaluating
rule groups individually.
00:04:02:01 - 00:04:03:21
So this is the main benefit of them.
00:04:03:21 - 00:04:06:22
It actually allows you to separate
the rules into different sections.
00:04:07:00 - 00:04:09:16
So you don't have to have them competing
with one another.
00:04:09:16 - 00:04:12:05
Basically, you don't have to really,
00:04:12:05 - 00:04:16:03
do weird and wonderful things
with the weightings.
00:04:16:03 - 00:04:20:11
And once you get it work, you can get them
to evaluate independently.
00:04:21:13 - 00:04:22:23
So what we've got in this example
00:04:22:23 - 00:04:26:11
here is we're seeing
who has access to product one.
00:04:27:03 - 00:04:29:26
Now product one is only restricted
00:04:29:26 - 00:04:32:26
by shipping,
is only restricted by location.
00:04:33:06 - 00:04:34:03
And we can see the product.
00:04:34:03 - 00:04:36:06
One is for us customers.
00:04:36:06 - 00:04:39:06
I want.
00:04:39:09 - 00:04:40:24
So what this means if we start off
00:04:40:24 - 00:04:43:24
just by looking at the shipping
restrictions rule group, first of all,
00:04:45:04 - 00:04:47:08
two of the rules that are within that
00:04:47:08 - 00:04:50:08
scenario apply because it's us only.
00:04:50:17 - 00:04:52:16
So it matches that one.
00:04:52:16 - 00:04:55:04
And it does have shipping
restrictions apply.
00:04:55:04 - 00:04:57:07
So it matches that one as well.
00:04:57:07 - 00:05:00:07
Canada only is not relevant
as we saw before.
00:05:00:07 - 00:05:03:07
That rule does not apply,
so we don't consider it.
00:05:05:17 - 00:05:07:03
And what this means
00:05:07:03 - 00:05:09:28
as we're going through that rule group,
00:05:09:28 - 00:05:13:29
once we exit this we've got two customers
which have access to product one.
00:05:14:13 - 00:05:19:05
So the US sales and the US marketing
will be able to access product one
00:05:19:28 - 00:05:22:25
because they were applicable to this rule
here, which is higher weighting.
00:05:23:27 - 00:05:25:18
The other customers
00:05:25:18 - 00:05:30:23
will all have a defined denied access
to that particular product
00:05:31:11 - 00:05:34:21
in that scenario, because the second rule
that we've gone through here
00:05:35:02 - 00:05:38:00
has denied access
to everything that wasn't covered
00:05:38:00 - 00:05:41:00
in the first one.
00:05:43:27 - 00:05:45:06
Now, remember that we
00:05:45:06 - 00:05:48:06
we look at the rule groups independently.
00:05:48:06 - 00:05:52:04
So we could also do the second rule
group as well, which is role restrictions.
00:05:52:21 - 00:05:55:21
In this case,
none of the roll restriction rules
00:05:55:21 - 00:05:58:21
apply because it doesn't have a department
assigned.
00:05:58:23 - 00:06:00:28
It's not sales, it's not marketing.
00:06:00:28 - 00:06:02:17
So it doesn't matter.
00:06:02:17 - 00:06:06:02
So even though we're looking
at the rule groups independently
00:06:06:09 - 00:06:10:09
in this particular example, it's only
relying on that one particular rule group.
00:06:10:18 - 00:06:13:14
So we've got access granted to customers
00:06:13:14 - 00:06:16:14
and denied to the rest.
00:06:20:14 - 00:06:21:15
Now this is where it gets fun.
00:06:23:10 - 00:06:24:24
Product two.
00:06:24:24 - 00:06:28:27
Product two has restrictions
for both shipping and role.
00:06:29:10 - 00:06:31:03
So this is where we need to consider
00:06:31:03 - 00:06:34:13
both of those rule groups and evaluate
both of those rule groups.
00:06:35:02 - 00:06:38:00
So what we can see here is that
00:06:38:00 - 00:06:41:00
we've gone through a rule group,
one that will, in its own,
00:06:41:06 - 00:06:45:29
with its own set of rules, will grant
and deny access to certain customers.
00:06:46:20 - 00:06:49:21
And then the second rule group
will also have its own results.
00:06:49:21 - 00:06:52:21
So that will grant and deny access
to certain customers.
00:06:53:15 - 00:06:55:12
If we're utilizing multiple rule
00:06:55:12 - 00:07:00:13
groups, you only get access
if you've got an agreement
00:07:00:13 - 00:07:03:13
from all of the rule groups
that are involved in this scenario.
00:07:03:22 - 00:07:06:07
So what we can see
as a result of these two individual
00:07:06:07 - 00:07:09:07
rule groups is only one user.
00:07:09:20 - 00:07:12:20
Only one customer has been granted access
to product two,
00:07:12:24 - 00:07:16:20
because that's the only user
on which the two rule groups can agree.
00:07:17:27 - 00:07:19:20
Hopefully that makes sense.
00:07:19:20 - 00:07:22:20
So both of those rule groups
have granted access to this customer.
00:07:23:27 - 00:07:26:27
Some of the rule groups
have both denied access.
00:07:27:07 - 00:07:29:27
So that's pretty straightforward
to calculate.
00:07:29:27 - 00:07:32:27
Some of them have been giving mixed
responses.
00:07:33:09 - 00:07:37:02
So let's say US marketing for example,
the customer US marketing,
00:07:38:07 - 00:07:41:07
the shipping restrictions
rule group has granted access.
00:07:42:00 - 00:07:45:00
The rule restrictions
rule group has denied access.
00:07:45:00 - 00:07:48:03
And because you've got
a mixed feedback on that, ultimately,
00:07:48:03 - 00:07:51:03
it denies access.
00:07:52:00 - 00:07:55:03
So hopefully
that's starting to make sense.
00:07:55:03 - 00:07:58:17
But you can see there how instead of
really complex scenario of rules,
00:07:58:27 - 00:08:02:03
you can break it down
into just a few rule groups
00:08:02:03 - 00:08:05:03
which are acted upon in isolation.
00:08:08:22 - 00:08:11:07
And then just to rounded off,
we've got product three.
00:08:11:07 - 00:08:14:20
Product
three has no restrictions whatsoever.
00:08:14:29 - 00:08:19:05
So what that means is that we
are just defaulting to the default access
00:08:19:05 - 00:08:22:01
because none of the rule groups
are registered to replied.
00:08:22:01 - 00:08:24:19
So every customer will be
able to access product three.
00:08:30:12 - 00:08:32:27
And again you've got this storefront
as an example.
00:08:32:27 - 00:08:36:05
So the scenario three storefronts,
you want to go and take a look at how
00:08:36:05 - 00:08:39:05
that's been set up and configured.
00:08:43:09 - 00:08:43:19
Okay.
00:08:43:19 - 00:08:47:13
So I'll just show you quickly
how you actually create and utilize
00:08:47:18 - 00:08:48:22
the rule group.
00:08:48:22 - 00:08:50:15
It's really, really easy to be honest.
00:08:50:15 - 00:08:53:15
You know, in terms of setting up
how to utilize it.
00:08:54:26 - 00:08:57:26
So I'm just going to go to one of my.
00:08:59:02 - 00:09:02:02
Sample storefronts.
00:09:03:02 - 00:09:06:02
And then go to my access permissions.
00:09:11:25 - 00:09:15:16
So the vast majority of the situation here
is exactly the same
00:09:15:16 - 00:09:16:26
as we've already seen.
00:09:16:26 - 00:09:18:14
You're still creating scopes,
00:09:18:14 - 00:09:21:14
you're still creating targets
to create the rules.
00:09:21:21 - 00:09:26:09
All we're doing, in addition, is assigning
those rules to a particular rule group.
00:09:26:23 - 00:09:28:21
And the rule group
is essentially just a folder.
00:09:29:29 - 00:09:33:10
So let me add a.
00:09:36:04 - 00:09:38:24
Second scope.
00:09:38:24 - 00:09:41:24
Just as an example.
00:09:43:21 - 00:09:46:21
Second target.
00:09:51:22 - 00:09:54:22
And then you see the third
tab along is our rule groups.
00:09:55:03 - 00:09:58:03
And all you need to do in here is say
add new record
00:09:59:02 - 00:10:00:02
and assign a name.
00:10:00:02 - 00:10:03:02
That's it.
00:10:09:18 - 00:10:11:00
Then when you go across
00:10:11:00 - 00:10:14:00
and are utilizing your access
permission screen,
00:10:14:15 - 00:10:18:06
when you're generating your rules,
all you need to do is to actually select
00:10:18:06 - 00:10:21:06
the group that you want
those to be contained within.
00:10:21:18 - 00:10:23:05
And that's it.
00:10:23:05 - 00:10:26:05
So if I go to add new record
to create a new rule,
00:10:27:06 - 00:10:30:06
I can select the scope.
00:10:30:15 - 00:10:33:15
Select the target
and then define the group
00:10:34:04 - 00:10:37:09
I will not to been
oh I'm not saved it presumably
00:10:37:09 - 00:10:40:09
or it's not updated.
00:10:45:20 - 00:10:48:20
There we go.
00:10:51:18 - 00:10:54:10
Then the waiting and the access works
the same way.
00:10:54:10 - 00:10:57:06
It's just going to be contained
to the rules within that particular group.
