This document discusses patterns for delivering personalized content in Oracle WebCenter Portal using role-based rules. It introduces challenges in balancing security and personalization. Common delivery patterns are presented, including using a content presenter template with CMIS queries filtered by user profile attributes, using logic and scoped variables to deliver contextual content, and leveraging Oracle Conductor scenarios and portlets via RIDC to deliver profile-based content from WebCenter Content. Live demonstrations of these patterns are provided.

1. PATTERNS FOR WEBCENTER PORTAL
ROLE-BASED CONTENT DELIVERY
JOHN BRUNSWICK
688

2. 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
OURJOURNEY

3. • Identify personalization patterns
• Deliver and manage content within an
intranet / extranet
• Apply concepts to scale personalized
content delivery
LEARNING
OBJECTIVES

4. IN OTHER WORDS...

5. Its OK to be lazy :-)

6. BUSINESS
STRATEGY &
CHANLLENGES

7. • Security vs Personalization
• Security
• Can be leveraged to provide
“personalization”
• Limited flexibility
• Personalization
• Extensive flexibility
• Can be seen by anyone
CHALLENGES

8. • Designing the Engagement Strategy
• Goals
• Actors
• Measurable Goals
• Solve Rates
• Conversion Rates
CHALLENGES

9. CHALLENGES
Availability of
Rich Data
Knowledge of Actors +
Relevancy

10. EXTRANET
STRATEGY

11. EXTRANET
STRATEGY 80
20
PROFILE REFERER  CLICK STREAM
 GEO  TRANSACTION HISTORY

12. INTRANET
STRATEGY

13. INTRANET
STRATEGY 80
20
DEPT  ROLE  GEO

14. DELIVERY
STRATEGIES

15. • RIDC
• CMIS
• SOAP, etc
• Content
Selection
• Deployment
• Security
• Query, etc
• User
• Community
• “Portlet”
Preferences
Content
Selection
ConnectivityManagement
DELIVERY
STRATEGY

16. DELIVERY
STRATEGY
CHANNELS
Content
Server
Portlet
Content
Presenter
Document
Library

17. • Preferences
• Space / User
• Security
• Get Content
• RIDC
• CMIS
• Conductor Scenario
• 3rd Party Content Repository
PORTLET
Content
Server
Portlet
Content
Presenter
Document
Library

18. • Start Node
• Security Filtering
DOCUMENT
LIBRARY
Content
Server
Portlet
Content
Presenter
Document
Library

19. • Selection User Interface
• Single / Multiple
• Query
• CMIS
• Results of Scenario
• Content Presenter Template
• JSTL
CONTENT
PRESENTER
Content
Server
Portlet
Content
Presenter
Document
Library

20. 010100011
SUPPORTING
LOGICAL
ARCHITECTURE
01010100011

21. WEBCENTER
PORTAL
Decision Attributes
User Profile
Enterprise
Security
Group
Application
User Group
User
Context
Access
Conductor
Expression
Language
CMIS
Query
Content
Presenter

22. WEBCENTER
CONTENT
Access
SOAP REST Java (RIDC)
Decision Attributes
Categories Folders Security Meta Data
Custom
Meta Data

23. Attributes
Visitor
Data
Assets
WEBCENTER
SITES
Access
REST SOAP “Engage” Java
History
Attribute
Visitor
Attribute
History
Type

24. PUTTINGIT
ALLTOGETHER User
Portal Runtime
Content
Presenter
Profile
Data
Back Office
Data (ERP,
etc)
Template
Logic
CMIS
Query
User
Logical
Context

25. COMMON
PATTERNS

26. • Example scenarios
• Frequently one pattern can
adapt for multiple use cases
• Selection may depend on
overall skillset and standards
within your organization
DELIVERY
PATTERNS

27. • Work “top down”
• Discover use cases
• Catalog use cases
• Distills down into
surprisingly few
patterns
PATTERN
STRATEGY
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…

28. DEPARTMENTAL
DELIVERY Content Presenter
Template + CMIS Query
with Filter based on User
Profile
RESULTS
CMIS QUERY
WebCenter
Content

29. CONTEXTUAL
DELIVERY
Content Presenter
Template + Logic to use
Scoped variable for
context
RESULTS
CMIS QUERY
WebCenter
Content
Scoped Context Variable

30. PROFILE
DELIVERY
Conductor Scenario
+ Portlet via RIDC
SOAP RESPONSE
SOAP REQUEST
WebCenter
Content
ConductorREST REQUEST
REPLY

31. LIVE
PATTERN
DEMONSTRATIONS

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

33. Q&A

34. LET’S
CONNECT
@johnbrunswick
www.johnbrunswick.com
www.linkedin.com/in/johnbrunswick
youtube.com/johnbrunswick
profiles.google.com/johnbrunswick
WWW