Segmentation Workflow
Follow these steps to apply Segmentation.
1. Use the Segments page to create one or more Segment Nodes on the Segment Tree. [view instructions]
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The name of a Segment Node does not have to be unique.
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2. Use the Segments page to create one or more Segments for each Segment Node created in step 1. [view instructions]
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A segment name must be unique, and it can only be assigned to one segment node.
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3. Now that you have Segment Nodes and Segments defined, you can define Segment Coverages. [view instructions]
4. The last step in configuration of Segments is to run the Synchronize Database AutoPilot process to update the data to align with the Segmentation definitions.
5. After the Segments are defined, you can use them in the following ways:
1. Assign segments to parameters. This restricts the SKUs that are associated with a parameter set.
2. Define additional security on the User Rights Setup page - Segment Folders tab by selecting the segments for which a user can have access. This restricts the SKU that the user can work with in Servigistics. When you have permission granted for a Segment Node, you can create, edit, and delete Segments or Segment Nodes that are within that Segment Node. You cannot create, edit, or delete a Segment Node outside of that Segment Node.