Develop a personalized portlet 


Overview

We will develop a portlet that uses personalization rules and content spots to display personal news based on user attributes.


Portlets

  1. Front Page

    2. Internal News
    Portlet Description
    Display internal YourCo news for the user. Displays YourCo news after clicking on link
    General News Display external worldwide news articles for users. Messages to GeneralNewsDetails upon clicking upon one of the links
    UserInfo Display the current user's information. Used in rules to target content throughout the website to the particular preferences of users. This user information can be modified using the edit feature.


  2. Partners Page

    3. Portlet Description
    Products Display products for the current user. Messages to the PartnersDetails upon clicking upon one of the links.
    Promotions Run rule targeting information in the portlet to the user's preferences.

    The promotions portlet also demonstrates running a campaign and the splitting of rules within a campaign. In this case, between March 1 and April 16, 2005 the Tax Season campaign will run. Within this campaign, one content spot is filled with 2 distinct rules, Get Tax Season Promotions and Get 3 Promotions about IRAs. Get Tax Season Promotions will be run 70% of the time and Get 3 Promotions about IRAs the remaining 30%.

    A second campaign is also running in the promotions spot between April 14 and April 15, 2005. This campaign has a higher priority than the Tax Season campaign so it will run at this time.


  3. Services Page

    4. Portlet Description
    Services Display services that are offered to the user. Clicking on one of the services will display the details of the service. If logging is enabled, clicking on one of the services will log the fact that this particular type of service was selected by the user.
    Offers Display current offers for the user. Demonstrates calling an analysis bean from a rule.


Database

Personalization can use database content. This exercise uses the sample database that comes with the Personalization sample. The following tables are used:


Sample data from PZN_USER table

Primary key = USERNAME

FIRST_NAME LAST_NAME DEPARTMENT CUSTOMERTYPE USERNAME*
Scott Green Loans Gold scott
Tawana Streble Human Resources Platinum tawana
Marge Roorda Human Resources Platinum marge
Andy McPherson IT Titanium andy


Sample data from PZN_OFFERS table

Primary key = OFFER_ID

OFFER_ID* CUSTOMERTYPE TITLE DETAILS
1 Platinum 2nd House Mortgage Excellent Mortgage rates on beach house.
2 Gold Add other Cards Add other members of household to account.
3 Platinum ARM Mortgage 1/3 5.9% APR Mortgage for 27 years.
4 Titanium Free Checking Deluxe Free Checking with the attainment of a YourCo Financial Credit Card.

Notice the common element in these tables is the column CUSTOMERTYPE. This column is important when you invoke Personalization later in the exercise.


Procedure

  1. Prerequisites for the Personalization portlet exercise
  2. Install the Personalization sample and database
  3. Create the JSP file in RAD
  4. Create the Personalization content resource classes and content spot
  5. Create the Personalization user resource classes and content spot
  6. Finish coding the portlet JSP
  7. Export the WAR file and install the portlet
  8. Import Personalization Workspace resource collections
  9. Create a simple content rule
  10. Create a content spot
  11. Enhance the Personalized Portlet
  12. Insert dynamic table html/jsp code
  13. Modify resource collection properties
  14. Create the user profiler rule
  15. Create additional advanced rules
  16. Change content spot rule mapping
  17. Personalized List portlet
  18. Uninstall Personalization sample and database


Parent

Developing portlets

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