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Magento 2 Setting Up RaaS in Your Gigya Account

BerezinLiz edited this page May 22, 2022 · 2 revisions

Before you can use RaaS in Magento 2.1, you have to configure the following settings in your Gigya account.

📝 Note

  • RaaS is a premium package that requires separate activation. If it is not part of your site package please contact your Gigya Implementation Consultant.

  • If you are already using Magento's user management you will need to migrate your Magento user database to RaaS. Please contact your Gigya Customer Engagement Executive to perform this migration.

1. Set Email as Unique Identifier

Magento requires that the customer email be unique, and you will need to adjust RaaS Policies configuration accordingly. Go to the Policies page in Gigya admin console. You need to be logged in to access this page. The Policies page may also be accessed by clicking Settings in the upper menu and then Policies in the left menu:

  1. Set the Login Identifier to "Email" - this will make sure that Email is your sites unique login identifier.

  2. Set the Link Accounts Support to "All identities" - This will make sure uniqueness of email in the system. If any account on the system uses the email entered by the user as a login identifier, the user is prompted to link the social network to that account.

📝 Note:

Note that the screen-set names used in your Gigya Extension code are the default screen-set names currently used for new sites in Gigya.

If you have changed your screen-set names in Gigya or created new ones you want to use, you must change the Extension code accordingly (see How to Customize Screen-Set Options).

In addition:

2. Remove "Create New Account" Option

By default, Gigya's Link Account screen offers the option to create a new account with the same email address (instead of merging the new customer into the existing account that has the same email). Since Magento requires a unique email, this link would lead to an error, because it allows creating a second account with the same email.

To remove this option:

  1. In the Gigya console, go to the Screen-sets page.

  2. Locate the Default-LinkAccounts screen-set and click the UI Builder link.

  3. In the UI Builder's Screens list (on the left), select the Link Account screen.

  4. Locate the message "To create new account, click here" at the bottom of the screen (see screenshot) and remove it by clicking the "X" button next to it.

  5. Click the Save button.

3. Set Fields as Required

The First Name and Last Name fields are required in order to create a Customer object in Magento.

To set these fields as required in the RaaS forms:

  1. Log into the Gigya Admin Console and go to the Screen-sets page.

  2. Locate the Default-RegistrationLogin screen-set, and click its UI Builder link.

  3. Set First Name and Last Name to be required user registration fields:

    1. In the UI Builder window's Screens list , select the Registration screen.

    2. Click on the First Name to select it. Its details will appear on the right under Properties.

    3. In the Schema (below the properties) check the Required checkbox.

    4. Click on the Last Name to select it and then check the Required checkbox for that.

    5. In the UI Builder's Screens* list, select the Registration Completion screen.

    6. Drag a new textbox into the screen (from the Controls on the bottom left).

    7. Click on the textbox to select it, its details will appear on the right under Properties.

    8. Change the Mapped Field to Profile->firstName and change the Label to First Name.

    9. Repeat 1-3 for the Last Name field (Profile->lastName).

  4. Click Save.

📝 Note:

To test your RaaS settings, go to your front-end site and click the Login link. This link should pop up the RaaS login screen.