Personalization Demo

 

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Overview

In this example, we use the sample demo cloudscape database that comes with the personalization sample. We also use the java resource classes from the demo. They are the interface between the data repository and the personalization user interface. There are two tables used by this exercise:

PZN_USER: user information, including profile attributes
PZN_OFFERS: text for special offers categorized by customer type

 

Install Personalization Sample Demo and Database

This exercise uses the sample personalization cloudscape database (pzndemo_db) that comes with WPS V5.1. Therefore no additional database requirements are needed.

  1. Set the value of PortalAdminPassword inside wpconfig.properties. (For example, the wpsadmin password.)

  2. Install the demo...

    cd /WebSphere/PortalServer/config
    ./WPSconfig.bat install-pzndemo

  3. Create the demo users...

    ./WPSconfig.bat create-pzndemo-users

  4. Cycle WebSphere Portal. (Required to use the new jdbc datasource.)

  5. Test the demo. Login as scott, marge, tawana, or andy (password = pzndemo) and click through the different pages/portlets.

  6. Logout.

The sample demo and database configuration is complete.

 

Create Copy of Personalized List Portlet

  1. Login to the Portal as wpsadmin.

  2. Go to...

    Administration | Portlet Management | Portlets

  3. Search for the Personalized List portlet.

  4. Click to make a copy of the Personalized List portlet.

  5. Provide the following names for the new portlet and press OK.

  6. Click on the access control button for the new portlet.

  7. Complete the process to assign Privileged User access to All Authenticated Portal Users.

  8. Lets assume scott will be the personalization business manager. Perform the following authorizations to enable Scott to use the appropriate portlets.

    • Grant scott Manager access to the new Personalized List Home page portlet.

    • Switch to...

      My Portal | Personalization | Personalization Navigator

    • Select the root Workspace by clicking on it.

    • Choose "More Actions...Edit Access"

    • Grant Manager access to user scott. Complete the process and return to the Personalization Navigator.

  9. Go to My Portal. Go to the Welcome (default home) portal page. Press Edit Page.

  10. Add the new portlet to the bottom right container.

  11. Press Done.

  12. See the new porlet on the home page. It is empty because it has not been configured yet. This completes the portal administration setup for this exercise.

 

Build a Simple Rule

This shows how the business user can create some basic personalization rules.

  1. Login to the Portal as scott (pw=pzndemo).

  2. Switch to...

    My Portal | Personalization | Personalization Navigator Portlet

  3. Choose New Folder.

  4. Create a folder called Home Page and press Create.

  5. Switch to the Home Page folder.

  6. Choose New Rule.

  7. Enter the rule name and type. Then click on Resource.Attribute.

  8. Choose GeneralNews on the left.

  9. Choose Newsid on the right and press Save.

  10. Click on is equal to.

  11. Select is not empty and press Save.

  12. Verify the final rule looks like this and press Save.

  13. Go to the Welcome (home page). See the portlet is empty. Click on the wrench icon to configure the portlet.

  14. Choose the rule Home Page/Show General News. Then press Display Options.

  15. Choose the Title Attribute and Detail Attribute shown below and press OK.

  16. Press OK again.

  17. See the news on the portlet!

  18. Click on the World Series item to see the details. Then press Back.

  19. Login as marge or tawana or andy (pw=pzndemo) to see the same results.
You have successfully created a simple rule and displayed content. However, the content is not yet personalized to individual users. Each user currently sees the same content. Next you will build more useful rules to send targeted content to users, based on their attributes, or profiles.

 

Build Targeted Rules

This section shows how to build rules to target content to users based on user profiles. In this scenario, we have different user profiles: Gold, Platinum and Titanium level customers. You will build a profiler rule and a binding rule that show content that corresponds to the customer type.

  1. Login as scott and go to the Personalization Navigator, Home Page folder. Choose New Rule

  2. Enter the rule name Home Page User Profile and Rule type Profiler.

  3. Press OK to the following message.

  4. Click on Profile and enter the Profile name Gold. Then press Save.

  5. Click on Resource.Attribute.

  6. Select User on the left frame.

  7. Select Type of Customer on the right frame and press Save.

  8. Click on value.

  9. Choose Gold and press Save.

  10. Click on add profile.

  11. Continue building the rule to look like the following.

  12. Press Save to complete the process.

  13. Press New Rule

  14. Enter the rule name Show Gold Offers and rule type Select Content. Then click on Resource.Attribute.

  15. Select Offers in the left frame.

  16. Select Type of Customer in the right frame and press Save.

  17. Click on value.

  18. Choose Gold and press Save.

  19. The final rule will look like this. Press Save.

  20. Create another rule with the following settings and save it.

  21. Create another rule with the following settings and save it.

  22. Press New Rule

  23. Enter the rule name Show Offers by Customer Type and rule type binding. Then click on Profiler.

  24. Select your Home Page User Profile and press Save.

  25. Click on Profile.

  26. Select Gold and press Save.

  27. Click on do Action.

  28. Select Show Gold Offers and press Save.

  29. Click on Profile.

  30. Select Platinum and press Save.

  31. Complete the rule to match the following and Save the rule.

  32. Return to the Personalized List portlet on the Welcome page. Press the wrench icon.

  33. Select your new rule Show Offers by Customer Type. Press Display Options.

  34. Enter the Title Attribute and Detail Attribute. Then press OK.

  35. Press OK again.

  36. See the portlet. Since Scott is a Gold customer, it displays Gold offers!

  37. Login as marge. See the Platinum offers!

  38. Login as andy. See the Titanium offers!

 

WebSphere is a trademark of the IBM Corporation in the United States, other countries, or both.

 

IBM is a trademark of the IBM Corporation in the United States, other countries, or both.