Configuration: SheerID

Certain discounted passes and products require validation of customer military and/or student status. Aspenware integrates with SheerID to enable student/military validation. Once received, codes from SheerID enable certain restricted products to be purchased on the ecommerce site. 

Setup Checklist

This section is a comprehensive and high level summary of all tasks and prerequisites required for this feature to function properly. This section is purposed for use after an administrator is familiar with configuring this feature as an “audit” checklist. For detailed set-up instructions, jump down to “Prerequisite Tasks” and “Detailed Setup Guide” and then follow up with this checklist to ensure all steps are completed.

Prerequisite Tasks

This section describes all requirements that must be completed before you can begin setting up this feature. Once these tasks are complete continue to the next section.

SheerID Tasks

• Contact SheerID to complete required setup and purchase a SheerID Subscription

  • SheerID Contacts to try (we cannot guarantee that they are still with SheerID)

    • Jesse Hansen <jesse.hansen@sheerid.com>

    • Andrew Willoughby <andrew.willoughby@sheerid.com>

• Obtain verification form URL(s) from SheerID

  • i.e. https://services.sheerid.com/verify/5dc1a9bf546fa0214f17c389/

• Specify if you would like single or multiple-use SheerID codes. Typically single-use codes are used for pass discounts and multiple-use codes are used for ticket redemption.

• Determine how many codes you expect to need for each verification form and generate codes for these forms using a random code generator. Send the exact same list of codes to SheerID and Aspenware, clarifying which codes belong to which verification from URL. Aspenware will use them to create stored procedures (Professional Service fees apply for this), and SheerID will use the codes to distribute to verified applicants.

POS Tasks

• Create the RTP|One product header for discounted products.

• Create an RTP|One Rule that will be used for validation and link validation stored procedure. Aspenware links random codes generated in the section above to this stored procedure. (Professional Service fees apply.)

• Deploy validation stored procedure and grant appropriate SQL security.

• Obtain RTP|One prompt code(s) for use in Aspenware Commerce configuration.

Commerce Tasks

• Create military and college product classifications if they don’t exist.

  • From Aspenware Commerce > Product Classifications > Add Classification, create a product classification with either Requires Military or Requires Student Verification applied.

• Ensure that the products to which you are assigning a SheerID prompt are set up in Aspenware Commerce. Detailed product setup can be found here: Configuration: Product Shell

Detailed Setup Guide

This section describes all required steps to set up the feature after prerequisite tasks have been completed.

1. Assign SheerID Functionality to Products

• Go to Aspenware Commerce Plugins > Product Classifications > Add Assignment and select the desired Category and Product requiring assignment from the dropdowns.

• If SheerID validation is specific to a particular attribute combination or add-on selection, check the desired product attributes or add-on.
  

  

• In the Classification table, click the Assign checkbox for either Requires military verification or Requires college verification, depending on whether the product is a military restricted product or a college restricted product.

• On assignment, an admin must also enter the RTP|One validation prompt type code in the Value field, copied from the POS task above.

• Click Add.

2. Update Copy for Checkout Steps where SheerID verification is required

• Go to Configuration > Languages > English > String Resources to set specific language strings that apply to the SheerID code entry section in checkout and provide verification links.  Use the following language strings to edit what customers see if they attempt to checkout with a SheerID restricted product: