Create a federated documents selection rule

Create a new 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 have configured the feature as described in Set up support for federated documents.

1. Open the Personalization Editor.

2. Navigate to the folder where you want 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 kind of data that the rule selects.

6. Click content * in the rule editor, and select Federated Documents.

7. Click value * in the rule editor, and select the folder on the remote system. You can specify the folder in one of several ways:

   • Click the > symbol, select Select Feed URL, and then use the selection interface to navigate to the folder.

   • Enter the URL of the folder.

   • Enter the URL of any other ATOM feed available on the network.

     The ATOM data exposed by those feeds will be mapped into corresponding AttributeResource tags. The parameter defining the maximum number of entries to be retrieved is ignored in such selection rules.

8. Click Submit in the rule editor.

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

10. Click Save.

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

Parent topic:

Personalizing federated documents

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