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Access Rights, Geo Groups and Forms

Access Rights

There are two access rights, view and download. Here you set what user groups can see the file and then download the file.

Geo Groups

For Geo Groups there are also two access rights, view and download. The GEO rights and Access Rights are always in combination. Meaning the rights are combined upon evaluation.

Redirect to a Page

In order to redirect user to a page before downloading (usually a form), the Access Rights for download must have have a group assigned other than everybody. Redirection URLs are defined in the setup section and optionally may be selected per each file individually.

Example: User needs to login or register before downloading the software
Resolution: Set "Download" right to "users" in Access Rights. The CMS page that you redirect to will need two documents, one for everybody and one for users. The everybody page will contain the login/registration form. The registration form must integrate with CRM and log the user in upon submission. The document page for users will need to have a tag on it in the source code, <sys:dld-grant-access"/>

Use Cases

1: File is visible and downloadable by all users
A: Set "Access/View file right" to "everybody", Set "Access/Download file right" to "everybody". GEO Access should be empty.

2: File is visible by everyone and requires registration by everyone every time. After filling out form immediately download file.
A: Set "Access/View file right" to "everybody", Set "Access/Download file right" to "Users". GEO Access should be empty. Set the redirect pulldown to the registration page. On the thank you page of the form put the following tag <sys:dld-grant-access"/> of which will open the file for the user immediately.

3: File is visible by everyone and only Software Users can download the file. No registration form, either login or no access.
A: Set "Access/View file right" to "everybody", Set "Access/Download file right" to "Software Users". GEO Access should be empty. Setup section "No Access Redirection URL" must be empty. In this case the user will be redirected to the url specified in the setup of downloads as the default no access page. This would typically be the 403 page in cms. Upon login the file will be served.

4: File is visible by everyone and only Software Users can download the file. Give option of login or register. Upon registration, bring to page with file name.
A: Access Rights must be set to Software Users or some other access group for download. Setup section "No Access Redirection URL" must contain the URL of the form. Form must be integrated with CRM, and autologin option enabled, assign to RMS group "Software Users". On the cms page there must be two documents, one with the users everybody where on this document will be the login and registration form and another document that will be for Software Users group. On the document for Software Users will be the following tag. <sys:dld-grant-access link-text="Click here to download your file."/>

5: File is only visible only to people in Japan. File can only be downloaded by Users in Software Users group by people in Japan. Give option of login or register. Upon registration, bring to page with file name
A: Access Rights for view will be everybody, and for download set to Software Users or some other access group for download. Create a GEO group "only in Japan" and select this group in the "GEO Access" section both for view and download Setup section. "No Access Redirection URL" must contain the URL of the form. On the cms page there must be two documents, one with the User Group "Everybody" where on this document will be the login and registration form and another document that will be for Software Users group. On the document for Software Users will be the following tag. <sys:dld-grant-access link-text="Click here to download your file."/>

6: File is visible to everyone. People in U.S. and Japan can download if logged in as a Software User. If user is in Japan, show form X. If User is in U.S. show form Y.
A: RMS access right is set to everybody for view, "Software User" for download. Create geo groups "Only in US" and "Only in Japan". Select both in "GEO Access / Download" section. No access redirect page must contain 2 forms on the same page, one hidden for Japan, second hidden for US (using the CMS GEO targetting functionality). Form thank you page must contain <sys:dld-grant-access link-text="Click here to download your file."/>

7: File is visible to everyone. No login is required for anyone to download, just a form for people in Japan. People not in Japan do not require the form and can download immediately. For Japan, after filling out the form, show a link to the file, don't open it immediately.
A: Access rights should be set to everybody for view file and everybody for download file. Geo groups for download should be set to a Geo Group "Not in Japan", and the redirect page should go to a cms page that will have the form for Japan. The thank you page will need two tags, <sys:dld-grant-access link-text="Click here to download your file."/> to make the link to the file.