Mission Possible: Migration to WebSphere

sweetleafapartInternet and Web Development

Aug 7, 2012 (5 years and 9 months ago)


SFSU WebSphere Portal Server Enablement

SFSU WebSphere Portal Server

Portal Personalization

: Michael Postaski, Senior Portal Developer

email: postaski@us.ibm.com

SFSU WebSphere Portal Server Enablement

What is Personalization?

Customize web content for each user based on profile information

Match users to best content for their interests and needs

Create rules for classifying users and content

Send personalized, targeted emails

Example: show different news articles to managers than to regular
employees, or different information to "gold" customers

Personalization can recognize a specific user based on a profile

Personalization can determine characteristics of a user based on
previous purchases, products or pages viewed, etc.

Personalization then selects content that is appropriate for that profile

SFSU WebSphere Portal Server Enablement

Personalization is composed of

Personalization Browser

Registers resource collections

Authors rules, campaigns, and content spots

Maps rules into content spots for a particular campaign

Rules Engine

Executes rules created in the Personalization browser

LikeMinds Recommendation engine

Evaluates Recommendation rules created in the Personalization browser

Resource engine

Resolves the queries produced by rules into content pieces

Content created using content management tool, SQL, LDAP or any other

A Logging framework

Log site usage information

SFSU WebSphere Portal Server Enablement

Type of Personalization

Simple filtering

Display content based on predefined groups

Rules engines

Define business rules to determine what type of content is
displayed for certain types of user profiles

Collaborative filtering

Compare user’s product ratings with ratings of other users
to determine similar content

SFSU WebSphere Portal Server Enablement

How a site is personalized

Develop a personalized portlet or web site

Define an area of a site that needs personalization ex

news articles

Define Resource collections and Application Objects

Register these collection and objects to the Personalization server
through the Personalization browser

Use objects and terms defined through the Resource Collections and
Application Objects to write rules and map those rules to content
spots using campaigns

Configure a Personalization Rule Display portlet to show the rule or
content spot

Or call into the Personalization programming interfaces to execute the
appropriate rules or content spots

SFSU WebSphere Portal Server Enablement

How a site is personalized (ctd.)

Execute Personalization rules

User navigates to the page containing Personalization rules or
content spots

Application invokes Personalization to find content or make decisions

Personalization identifies the correct rule(s) to execute

The Personalization server searches for all Rule Mappings for the
Content Spot

Rule Mappings are ordered based on the priority and split values

Rules associated with each mapping are executed in turn until a rule
returns content

For each rule executed, Personalization retrieves the user's profile and
evaluates the rule to select the content which meets the conditions of the

The content is returned to the Web page, and displays for the user

SFSU WebSphere Portal Server Enablement

Personalization terms



a Java™ class that defines the properties of a
user or content object

resource instance


an instance of the resource class

resource collection


a collection of resource instances

resources, resource instances, and resource collections can
be a file systems, an LDAP repositories, an XML store, or
virtually any content store accessible by Java.

SFSU WebSphere Portal Server Enablement

More Personalization terms



used to define how your Web site interacts with individual and
groups of Web site visitors. Easy to read logic statements

content spot


a placeholder or slot for a rule on a Web page

Each has a unique name

Content type must be defined when it is created and should not be

Created by developers using the Content Spot wizard in Rational
Application Developer and also in the Personalization workspace

rule spot mapping


merely an association between a content spot
and a rule


a means of organizing and implementing sets of
personalization behavior

Contains sets of rule mappings

SFSU WebSphere Portal Server Enablement

More Personalization terms

Application Object


a typed object existing at a known location in the request

specify the object’s type (as a Java class), and a key

Request Context

this is the interface used to access various attributes for rules

provides the Personalization rules engine with the data and environmental
information needed for rules processing

contains all the input to execute Personalization content spots and rules

includes simple inputs like request and session data, and more advanced
input like the user object

query framework


an object representation of a query

used to pass query information from the runtime engine into the resource engine

It is up to the resource collection to interpret the query

SFSU WebSphere Portal Server Enablement

The Personalization Portlets

Personalization Navigator

Main navigation interface

Users explore the repository with a tree structure

Also control repository content from this portlet

Personalization Editor

Where users edit element content or information

Selecting a new element from the Personalization Navigator activates the
edit mode, where users enter data

Personalized List

Allows a user to display personalized content without having to build a
custom JSP portlet

Each portlet can display a list of resources and show details for each
returned resource

Quickly and easily deploy customized information to users

SFSU WebSphere Portal Server Enablement

The User

The needs and interests of the site visitors are stored as properties in
the user profile data store

Many sites obtain the user needs and preferences by using an HTML
input form

A business might also programmatically update the user profile data
store with information obtained from other sources

Users can be profiled or grouped into categories that facilitate


certain information might be appropriate for managers,
while other content may be suitable for salespersons

SFSU WebSphere Portal Server Enablement


Content may be dynamically displayed based on user profile

Business analysts can determine rules to manage this

Content may come from various sources

IBM WebSphere Portal provides a portlet
based interface to
manage Personalization artifacts

SFSU WebSphere Portal Server Enablement


SFSU WebSphere Portal Server Enablement