understanding adaptive experience using user segmentation (aka user context)
DESCRIPTION
Adaptive User Experience can be defined as tailoring the user experience in order to better match the interests of the end user. This can have a great effect on user experience and the behavior. SharePoint Server 2013 provides the framework to target content to specific user groups on your SharePoint 2013 site, depending on certain attributes of end-users, for example gender, geography, demography, or referral links. Groupings of such user attributes are known as user segments. This demo based session will walk you through how to implement user segmentation with SharePoint server side solution and client-side JSOM solution.TRANSCRIPT
Understanding Adaptive Experience Using User Segmentation(AKA User Context)
Bhakthi LiyanageSharePoint Saturday New Jersey20 September 2014
What is Adaptive Experience? Adaptive User Experience can be defined as tailoring the
user experience in order to better match the interests of the end user. This can have a great effect on user experience and the behavior.
What is User Segmentation? User segmentation is the strategy of identifying and
grouping of targeted set of users based on certain user properties.
Users can be identified and grouped based on properties like geography(region, country, states) or demography(age, gender, etc).
Segmentation can be of any type based on the criteria such as referral links or browser type.
Introduction
Advantages Gives marketers the advantage of identifying niche
populations to effectively sell a product, idea or message
Some use cases Displaying different news articles on a page based on
region/country Display different advertisements targeting user’s age
group. Promote search results based on user preferences.
Introduction
Query Rules Helps Search service application administrators, site
collection administrators, and site owners configure search to respond to the intent of users.
There are two main things to consider: Conditions : The conditions specify when the rule will be applied Action : The actions specify what to do when the rule is matched
Managed metadata Hierarchical collection of centrally managed terms that
you can define, and then use as attributes for items in SharePoint Server 2013. Term : A term is a word or a phrase that can be associated with an
item. Term set : A collection of related terms
Some definitions
Australia Query Rule
USA Query Rule
High Level Architecture of User SegmentationThe attempt is to match the value of the chosen attribute of the user to the value of the Term defined as a ‘User Segment’ which is connected to a Query Rule. The Query Rule will get executed if the condition is met.
Country:Australia
Country:USA
Custom WebPart
1. User makes a request to SharePoint 2013 page2. Custom Content by Search web part determines the user segment, location in
this case, by inquiring the user profile of the current user.3. Web part will issue a request with the user location as part of the query request
the search system.4. SharePoint search will execute the corresponding Query Rule(s) for the location
and send the results back to the web part based on the query rule action .
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1
3
4
1) Setup User Segmentation
TermSet in MMS
2) Setup Query Rules in Search
Services
3) Develop Custom WebPart by extending
ContentBySearchWebPart
4) Deploy and Configure the
Custom WebPart
High Level Steps Involved in Implementing…….
Demo
Setup MMSa) TermSet is created to define User Segments
‘User Segments’
b) Term will be created to represent each user segment category Create ‘Country’
c) User segment values created under the segment category
d) Each term should have unique id
Setup Query Rules for each segmenta) After naming the query rule, attach a user segment to the rule
b) In ‘Add User Segment’ pop-up page give a title and click ‘Add user segment term’ link to open the Taxonomy page
c) At this point, you can configure the query rule based on the result that you want to deliver to the user
Develop custom WebParta) Create a new custom web part by extending
ContentBySearchWebPart
b) Implement OnLoad method to intercept request and modify the query parameters before the query results serialized to the client
c) Modify the query by changing DataProviderScriptWebPart
d) Implement ‘GetUserCountrySegmentTerms() method to retrieve unique ids of the terms that match the user profile property value
Deploy and configure WebParta) Deploy the web part feature in the farm
• Deploy the solution with PowerShell or SharePoint central admin page
b) Configuring the WebPart by changing the web part properties• Configure the ‘Settings’ section as follows• Change the query results provider to it-self in the ‘Settings’ section• Change the result table to ‘SpecialTermResults’
• Change the display template as per the results returned by the query rule
• Change the property mappings as per the results returned by the query rule(you may need to develop a custom display template for more advance query results)
NEW JERSEY SHAREPOINT USER GROUP
• Different SharePoint discussions each month on various topics. Announced on meetup.com
• Meets 4th Tuesday of every month
• 6pm – 8pm
• Microsoft Office (MetroPark)
• 101 Wood Ave, Iselin, NJ 08830
• http://www.njspug.com
THANK YOU EVENT
SPONSORS• Diamond & Platinum sponsors
have tables here in the Fireside Lounge
• Please visit them and inquire about their products & services
• Also to be eligible for prizes make sure to get your bingo card stamped