Create a federated documents selection rule

Create a selection rule that selects metadata of documents contained in a specific folder of a remote content management system or document repository.

Before you create a rule to access federated documents information, ensure that you configure the feature as described in Set up support for federated documents.

1. Open the Personalization Navigator.

2. Navigate to the folder where to create the rule, or create a folder for the new rule.

3. Click New > Rule.

4. Enter a name for the rule.

5. Optional: Enter a description for the rule to identify the data that the rule selects.

6. Click the link for the Select action in the rule editor (for example, Web Content), and select Federated Documents.

7. Specify the folder on the remote system either by entering the URL directly or by browsing the remote system. In addition to a folder on a remote system, we can enter the URL of any Atom feed available on the network. The Atom data exposed by those feeds is mapped to corresponding AttributeResource tags in Web Content Manager.

   • To enter the URL for a folder directly, complete these steps:

     1. Click value *.

     2. Enter the URL of the folder.

     3. Click Submit.

   • To browse a Document Services server or CMIS server, click the > symbol on the Feed URL condition, and click Select Document Folder to launch the wizard to select a folder.

     To connect to a remote server, you identify the server and the authentication method used to access the server. We can either select a predefined server or enter the server URL directly. By default, no predefined servers are configured, but an administrator can add servers to the list. To authenticate with a server, there are several available methods:

     • If single sign-on is configured between the remote server and the portal, we can connect with the current user.

     • We can enter a user ID and password for the remote server.

     • We can select a credential vault slot associated with the server. Credential vault slots are set up by an administrator and enable users to log in without credentials.

     If we use a user ID and password or credential vault slot, the remote server must accept authentication requests that use HTTP basic authentication.

     For details on how administrators can add servers and configure authentication, see Configuring the federated documents feature.

     To browse remote servers and select a folder, the page containing the Personalization Editor requires a theme and module profile that support the wp_federated_documents_picker theme module. For example, we can use the Portal 8.0 theme and the full or deferred profile. If the page does not use this theme module, the wizard to select a folder is not available when you click Select Document Folder. We can still manually enter a feed URL to a remote folder by clicking value *. To enable the folder selection wizard, ensure that the wp_federated_documents_picker theme module is available to the page containing the Personalization Editor.

8. Optional: Click show all items, and specify the maximum number of entries to be retrieved.

9. Click Save.

We can now use this rule in a personalization component to render the selection result of this rule in web content.

Parent: Personalizing federated documents

Related:

Reserved authoring portlet

The module framework

Related:

Configure the federated documents feature