Stage Personalization rules to production

 

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Use the following steps to move Personalization rules from a staging system to a production system. There are a number of methods for moving rules between servers, each suitable for different situations. Choose one of the following methods to move rules:

 

Method: Export from source then import into destination

Steps Advantages Disadvantages Users

  1. Use the Export button in the Personalization Navigator portlet on the source to export a nodes file.

  2. Use the Import button in the Personalization Navigator portlet on the target to import that file.

  • This method is the easiest way to move rules.

  • Uses a familiar export and import paradigm.

  • Development teams.

  • Quick, ad-hoc changes in small deployments and test environments.

 

Method: Publish using the Personalization Navigator portlet

Steps Advantages Disadvantages Users
Use the Publish menu options in the Personalization Navigator portlet to publish the entire workspace or to selectively publish

  • Easy and quick to use. Once a publish server is configured, we can publish rules in two clicks.

  • This method does not require rules to be saved on the file system.

  • If publishing the entire workspace with smart delete, we can ensure two workspaces are the same.

  • No intermediate file is produced by the process, so there is no record of what was published other than log files.

  • This approach is driven from a graphical user interface, so it is not scriptable.

Business users with rule authoring responsibilities.

 

Method: Export from the source and then publish into the destination

Steps Advantages Disadvantages Users

  1. Use the export button in the Personalization Navigator portlet on the source to export a nodes file.

  2. Use the pznload utility to publish the nodes file that you exported to the target.

  • This method can an be scripted.

  • Allows the changes to be tracked, controlled, and the earlier versions to be reverted by maintaining copying of the nodes files and rerunning a script.

Requires use of a command line interface.

  • Administrators

  • Moving between staging and production environments

Notes:

  • If the rules are referenced by Personalization components, ensure the Personalization components are published and syndicated in Web Content Management.

  • If the rules are referenced in pages or portlets, move the page and portlet definitions with xml access or release builder.

 

Related information

Publishing rules

 

Parent topic:

Staging to production