PATTERNS FOR WEBCENTER PORTAL ROLE-BASED CONTENT DELIVERY JOHN BRUNSWICK

688

Personalized Content Delivery Challenges

Attributes of Delivery •  Meta data / User profile data

Engines for Delivery •  Conductor / Engage

Integration Patterns for Delivery •  WebCenter Portal, Content and Sites

Live Demonstration •  Delivery & Management of Content and Delivery Rules OU

R JO

URN

EY

•  Identify personalization patterns

•  Deliver and manage content within an intranet / extranet

•  Apply concepts to scale personalized content delivery LE

ARN

ING

OB

JECT

IVES

IN OTHER WORDS...

Its OK to be lazy :-)

BUSINESS STRATEGY & CHANLLENGES

•  Security vs Personalization

•  Security

•  Can be leveraged to provide “personalization”

•  Limited flexibility

•  Personalization

•  Extensive flexibility

•  Can be seen by anyone CHA

LLEN

GES

•  Designing the Engagement Strategy

•  Goals

•  Actors

•  Measurable Goals

•  Solve Rates

•  Conversion Rates

CHA

LLEN

GES

CHA

LLEN

GES

Availability of Rich Data

Knowledge of Actors + Relevancy

EXTR

AN

ET

STRA

TEGY

EXTR

AN

ET

STRA

TEGY

80

20

PROFILE REFERER CLICK STREAM GEO TRANSACTION HISTORY

INTR

AN

ET

STRA

TEGY

INTR

AN

ET

STRA

TEGY

80

20

DEPT ROLE GEO

DELIVERY STRATEGIES

•  RIDC •  CMIS •  SOAP, etc

•  Content Selection

•  Deployment

•  Security •  Query, etc

•  User •  Community •  “Portlet”

Preferences Content Selection

Connectivity Management DELI

VERY

ST

RATE

GY

DELI

VERY

ST

RATE

GY

CHA

NN

ELS

Content Server

Portlet

Content Presenter

Document Library

•  Preferences •  Space / User

•  Security •  Get Content

•  RIDC •  CMIS •  Conductor Scenario

•  3rd Party Content Repository

PORT

LET

Content Server

Portlet

Content Presenter

Document Library

•  Start Node •  Security Filtering

DOCU

MEN

T LI

BRA

RY

Content Server

Portlet

Content Presenter

Document Library

•  Selection User Interface •  Single / Multiple •  Query •  CMIS •  Results of Scenario

•  Content Presenter Template •  JSTL CO

NTE

NT

PRES

ENTE

R

Content Server

Portlet

Content Presenter

Document Library

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SUPPORTING LOGICAL ARCHITECTURE

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WEB

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Decision Attributes

User Profile Enterprise Security Group

Application User Group

User Context

Access

Conductor Expression Language

CMIS Query

Content Presenter

WEB

CEN

TER

CON

TEN

T

Access

SOAP REST Java (RIDC)

Decision Attributes

Categories Folders Security Meta Data Custom Meta Data

Attributes Visitor Data Assets

WEB

CEN

TER

SITE

S

Access

REST SOAP “Engage” Java

History Attribute

Visitor Attribute

History Type

PUTT

ING

IT

ALL

TOG

ETH

ER

User

Portal Runtime

Content

Presenter Profile Data

Back Office Data (ERP,

etc)

Template Logic

CMIS Query

User Logical Context

COMMON PATTERNS

•  Example scenarios •  Frequently one pattern can

adapt for multiple use cases •  Selection may depend on

overall skillset and standards within your organization

DELI

VERY

PA

TTER

NS

•  Work “top down”

•  Discover use cases

•  Catalog use cases

•  Distills down into surprisingly few patterns PA

TTER

N

STRA

TEGY

Scenario Audience Content Source

HR Information for specific geography

Individual contributors / first level managers

WebCenter Content

Complimentary product information

Customers logging into self service

WebCenter Content

Etc… Etc… Etc…

DEPA

RTM

ENTA

L DE

LIVE

RY

Content Presenter Template + CMIS Query

with Filter based on User Profile

RESULTS

CMIS QUERY

WebCenter Content

CON

TEX

TUA

L DE

LIVE

RY

Content Presenter Template + Logic to use

Scoped variable for context

RESULTS

CMIS QUERY

WebCenter Content

Scoped Context Variable

PROF

ILE

DELI

VERY

Conductor Scenario + Portlet via RIDC

SOAP RESPONSE

SOAP REQUEST

WebCenter Content

Conductor REST REQUEST

REPLY

LIVE PATTERN DEMONSTRATIONS

Session 688 - Patterns For Webcenter Portal Role-based Content Delivery http://www.johnbrunswick.com/2013/05/webcenter-portal-content-personalization/ SO

URCE

DO

WN

LOA

D

Q&A

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