Presentation from Collaborate 2013 outlining various strategies for WebCenter Portal personalized content delivery. View a screencast that reviews these concepts at http://www.johnbrunswick.com/2013/05/webcenter-portal-content-personalization/

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

2. JOHN.BRUNSWICK@GMAIL.COM
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. JOHN.BRUNSWICK@GMAIL.COM
• Identify personalization patterns
• Deliver and manage content within an
intranet / extranet
• Apply concepts to scale personalized
content delivery
LEARNING
OBJECTIVES

4. JOHN.BRUNSWICK@GMAIL.COM
IN OTHER WORDS...

5. JOHN.BRUNSWICK@GMAIL.COM
Its OK to be lazy :-)

6. JOHN.BRUNSWICK@GMAIL.COM
BUSINESS
STRATEGY &
CHANLLENGES

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

8. JOHN.BRUNSWICK@GMAIL.COM
• Designing the Engagement Strategy
• Goals
• Actors
• Measurable Goals
• Solve Rates
• Conversion Rates
CHALLENGES

9. JOHN.BRUNSWICK@GMAIL.COM
CHALLENGES
Availability of
Rich Data
Knowledge of Actors +
Relevancy

10. JOHN.BRUNSWICK@GMAIL.COM
EXTRANET
STRATEGY

11. JOHN.BRUNSWICK@GMAIL.COM
EXTRANET
STRATEGY 80
20
PROFILE REFERER  CLICK STREAM
 GEO  TRANSACTION HISTORY

12. JOHN.BRUNSWICK@GMAIL.COM
INTRANET
STRATEGY

13. JOHN.BRUNSWICK@GMAIL.COM
INTRANET
STRATEGY 80
20
DEPT  ROLE  GEO

14. JOHN.BRUNSWICK@GMAIL.COM
DELIVERY
STRATEGIES

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

16. JOHN.BRUNSWICK@GMAIL.COM
DELIVERY
STRATEGY
CHANNELS
Content
Server
Portlet
Content
Presenter
Document
Library

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

18. JOHN.BRUNSWICK@GMAIL.COM
• Start Node
• Security Filtering
DOCUMENT
LIBRARY
Content
Server
Portlet
Content
Presenter
Document
Library

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

20. JOHN.BRUNSWICK@GMAIL.COM
010100011
SUPPORTING
LOGICAL
ARCHITECTURE
01010100011

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

22. JOHN.BRUNSWICK@GMAIL.COM
WEBCENTER
CONTENT
Access
SOAP REST Java (RIDC)
Decision Attributes
Categories Folders Security Meta Data
Custom
Meta Data

23. JOHN.BRUNSWICK@GMAIL.COM
Attributes
Visitor
Data
Assets
WEBCENTER
SITES
Access
REST SOAP “Engage” Java
History
Attribute
Visitor
Attribute
History
Type

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

25. JOHN.BRUNSWICK@GMAIL.COM
COMMON
PATTERNS

26. JOHN.BRUNSWICK@GMAIL.COM
• 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. JOHN.BRUNSWICK@GMAIL.COM
• 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. JOHN.BRUNSWICK@GMAIL.COM
DEPARTMENTAL
DELIVERY Content Presenter
Template + CMIS Query
with Filter based on User
Profile
RESULTS
CMIS QUERY
WebCenter
Content

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

30. JOHN.BRUNSWICK@GMAIL.COM
PROFILE
DELIVERY
Conductor Scenario
+ Portlet via RIDC
SOAP RESPONSE
SOAP REQUEST
WebCenter
Content
ConductorREST REQUEST
REPLY

31. JOHN.BRUNSWICK@GMAIL.COM
LIVE
PATTERN
DEMONSTRATIONS

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

33. JOHN.BRUNSWICK@GMAIL.COM
Q&A