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  1. PUBLIC - Liferay Portal Community Edition
  2. LPS-130918

Add Segments Service configurations to Instance Settings

    Details

      Description

      User story

      As an Admin, I want to configure Segment Services from Instance Settings, so that I can control the segmentation of a specific instance. 

      Design

      Figma

      Acceptance Criteria

      1. Segment Service configurations (Segments enabled and Roles enabled) will persist in the System Settings. 
      2. Segment Service configurations (Segments enabled and Roles enabled) will be added to the Instance Settings. 
      3. When the "Enable Segmentation" configuration is disabled in the System Settings, and enabled in the Instance Settings, Segmentation should be disabled for that instance. 
      4. When the "Enable Segmentation" configuration is disabled in the System Settings, and disabled in the Instance Settings, Segmentation should be disabled for that instance. 
      5. When the "Enable Segmentation" configuration is enabled in the System Settings, and disabled in the Instance Settings, Segmentation should be disabled for that instance. 
      6. When the "Enable Segmentation" configuration is enabled in the System Settings, and enabled in the Instance Settings, Segmentation should be enabled for that instance. 
      7. When the "Enable Assign Roles by Segment"  configuration is enabled in the System Settings, and disabled in the Instance Settings, assigning roles by segment should be disabled for that instance. 
      8. When the "Enable Assign Roles by Segment"  configuration is enabled in the System Settings, and enabled in the Instance Settings, assigning roles by segment should be enabled for that instance. 
      9. When the "Enable Assign Roles by Segment"  configuration is disabled in the System Settings, and disabled in the Instance Settings, assigning roles by segment should be disabled for that instance. 
      10. When the "Enable Assign Roles by Segment"  configuration is disabled in the System Settings, and enabled in the Instance Settings, assigning roles by segment should be disabled for that instance. 
      11. Disabling the "Enable Segmentation" configuration will disable segmentation for both Experiences and Collections.

       

      Testing Scenarios

      Acceptance Criteria
       
      Testing Scenarios
       
      Test Strategy
       
      Covered by frontend test? (Yes/No)
       
      Covered by backend test? (Yes/No)
       
      Segment Service configurations (Segments enabled and Roles enabled) will be added to the Instance Settings
      • Given the Segment Service Configuration in Instance Settings
        And Enable Segmentation by roles is checked in System Settings
      • When Enable Segmentation by roles is checked
      • Then a user with the role segmented in the Asignees > Segment, will have the permissions of that role
      High NO   Yes
       
      • Given the Segment Service Configuration in Instance Settings
      • And Enable Segmentation by roles is checked in System Settings
      • When Enable Segmentation by roles is unchecked
      • Then a user with the role segmented in the Asignees > Segment, will NOT have the permissions of that role
      High NO   Yes
       
      • Given the Segment Service Configuration in Instance Settings
      • When the user accesses Instance Settings > Segments > Segments Service
      • Then the Enable Segmentation option will be enabled and the option Enable Assign roles by segment will be disabled by default
      Low NO  NO 
       
      • Given the Segment Service Configuration in Instance Settings
      • When the user accesses Instance Settings > Segments > Segments Service
      • Then above the Enable Segmentation option the following text will appear: "Disable this option to prevent user segmentation on every request. If disabled, collections and experiences personalization will not be available."
      Low NO   NO
       
      • Given the Segment Service Configuration in Instance Settings
      • When the user accesses Instance Settings > Segments > Segments Service
      • Then above the Enable Segmentation option the following text will appear: "When checked, this option allows assigning roles to users dynamically."
      Low  NO  NO
       
      • Given the Segment Service Configuration in Instance Settings
      • When Enable Segmentation by roles is disabled
      • And the user accesses the Segments tab in the role assignment screen
      • Then a message will show: "Warning: Assigning roles by segment is disabled. To enable, go to System Settings > Segments > Segments Service."
      Medium  NO  NO
       
      • Given the Segment Service Configuration in Instance Settings
      • And Enable Segmentation by roles is checked in System Settings
      • When Enable Segmentation by roles is disabled
      • And the user accesses the Segments tab in the role assignment screen
      • Then the user may still add segments to the list by using the "+" button, but assigning won't be accomplished
      High  NO NO 
       
      • Given the Segment Service Configuration in Instance Settings
      • And Enable Segmentation by roles is checked in System Settings
      • When Enable Segmentation by roles is enabled
      • And the user accesses the Segments tab in the role assignment screen
      • Then no warning message is shown and the assigning will be accomplished
      Medium NO  NO 
       
      • Given the Segment Service Configuration in Instance Settings
      • And Enable Segmentation by roles is checked in System Settings
      • When Enable Segmentation by roles is disabled
      • Then the Assign Site Roles option will be disabled in the Segments Editor
      High NO   NO
       
      • Given the Segment Service Configuration in Instance Settings
      • And Enable Segmentation by roles is checked in System Settings
      • When Enable Segmentation by roles is enabled
      • Then the Assign Site Roles option will be enabled in the Segments Editor
      Low  NO NO 
       
      • Given the Segment Service Configuration in Instance Settings
      • And Enable Segmentation by roles is checked in System Settings
      • When Enable Segmentation by roles is enabled
      • Then it shows a dialog allowing user to assign/unassign site roles
      High  NO  NO

      NOTE: The tests related to the acceptance criteria Segment Service configurations (Segments enabled and Roles enabled) will persist in the System Settings. are already covered in the stories LPS-121943, LPS-122799 and LPS-122800.

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              Assignee:
              support-qa Support QA
              Reporter:
              julia.molano Julia Molano
              Engineering Assignee:
              Cristina Gonzalez
              Recent user:
              Joseph Pak
              Participants of an Issue:
              Backend Developer(s) Assigned:
              Cristina Gonzalez
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                Created:
                Updated:
                Resolved:

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                  Master