Siebel Personalization Administration Guide


How This Guide Is Organized

Revision History

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About Siebel Personalization

Siebel Personalization Components

Using Siebel Personalization

Siebel Personalization Within the Siebel Architecture

Overview of Using Siebel Personalization

Roles and Responsibilities

Personalization Terminology

Personalization and Content Targeting

Usage Scenarios

Real-Time Product Recommendations

Personalization on Behalf of Another User

Integration With Third-Party Personalization Engines

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User Profiles

User Profile Attributes

About Managing User Profile Attributes

Persistent User Profile Attributes

Dynamic User Profile Attributes

Loading a Second User Profile

Using LoadUserProfile

Adding New Persistent User Profile Attributes

About the Personalization Profiles Business Component

Querying the Personalization Profile Business Component


Performance Considerations

Working with Multiple Value Profile Attributes

Using MVG to Improve Searches

Usage Scenarios

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Sequence of Events Triggering Visibility

Views That Control Visibility

Visibility Rules and View Visibility

Setting the Visibility of Views

Finding the Name of a View

Setting the Visibility of a View

Setting the Visibility of Applets

Finding the Name of an Applet

Setting the Visibility of an Applet

Setting the Number of Rows Displayed in an Applet

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Content Targeting

Content Targeting Steps

About Controlling the Content

Rule Sets and Rules

Rule Set Evaluation


Types of Expressions

Creating Expressions

Conditional Expressions

Search Expressions

Personalization Business Rules Designer

Writing a Rule Using the Personalization Business Rules Designer

Creating Rule Sets

Types of Personalization Rules

Creating Rule Sets

Creating Rules

Associating Rule Sets With Applets

About Salutation Applets

Hyperlinking Salutation Messages

Process of Adding a Message to the Salutation Applet

Modifying the Siebel eService Salutation Applet

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Run-time Events

Run-time Events and Action Sets

Definitions of Events

About Creating Action Sets

Action Sets Defined

Action Types Supported

Creating Action Sets

Creating Actions

Associating Events With Action Sets

Creating Event Aliases

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Testing Personalization Rules

About Test Mode

Setting Up the Test Mode Process

Using Test Mode to Test Personalization Rules

Using the Log File to Test Personalization Rules

Enabling Personalization Event Logging

Testing Siebel Personalization Using the Log File

Exporting and Importing Personalization Data

Exporting Personalization Data as an XML File

Importing Personalization Data

Clearing and Reloading Siebel Personalization

Reloading Siebel Personalization for the Current Object Manager

Reloading Siebel Personalization for Other Object Managers

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Siebel Query Language


Arithmetic Operators

Comparison Operators

Logical Operators

Pattern Matching Operators


String Functions

Conditional Functions

Lookup Functions

Translation Functions

Search Functions

Math Functions

Date and Time Functions

Profile Functions

Attribute Functions

Other Functions

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 Siebel Personalization Administration Guide 
 Published: 18 April 2003