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Siebel Personalization Administration Guide
What's New in This Release
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About Siebel Personalization
Siebel Personalization Components
Personalization Features
Personalization Within the Siebel Architecture
Process of Getting Started with Siebel Personalization
Roles and Responsibilities
Personalization Terminology
Personalization and Content Targeting
Personalization Usage Scenarios
Real-Time Product Recommendations Scenario
Personalization Through All Channels Scenario
Third-Party Personalization Engines Integration Scenario
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Managing User Profiles
About User Profile Attributes
About Managing User Profile Attributes
About Persistent User Profile Attributes
Storing Persistent User Profile Attributes
Attribute Components Obsolete in Version 7
Personalization Profile Business Component Used in Version 7
About Dynamic User Profile Attributes
About Second User Profiles
About Loading a Second User Profile
Accessing the Second User Profile
Using LoadUserProfile Example
Adding New Persistent User Profile Attributes
About Storing Persistent User Profile Attributes
Querying for Persistent User Profile Attributes
Personalization Profile Business Component Restrictions
Performance Considerations
Working with Multiple Value Profile Attributes
Using MVG Profile Attributes to Improve Searches
Exists Operator Usage Scenarios
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Tracking Run-Time Events
About Run-Time Events and Action Sets
Definitions of Events
Process of Creating Action Sets
Action Types Supported
Creating Action Sets
Creating Actions for Action Sets
Associating Events with Action Sets
Creating Event Aliases
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Setting View Visibility
About Setting View Visibility
Events Triggering Visibility Flowchart
About Writing Visibility Rules
About View Visibility
Importance of the Repository
Process of Setting View Visibility
Finding the Name of a View
Setting the Visibility of a View
Process of Setting Applet Visibility
Finding the Name of an Applet
Setting the Visibility of an Applet
Hiding an Applet Based on a Field Value
Setting the Number of Rows Displayed in an Applet
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Targeting Content by Using Expressions
Process of Content Targeting
Actions to Control the Content
Rule Sets and Rules Flow Chart
Evaluating Rule Sets
Creating Complex Evaluation Flow
Rule Sets Best Practices
Managing Rule Set Overhead
About Expressions and Expression Types
About Building Expressions
Creating Expressions
Conditional Expressions
Search Expressions
About the Personalization Business Rules Designer
Displaying the Personalization Business Rules Designer
Personalization Business Rules Designer Contents
Process of Creating Business Rules
Writing a Business Rule
About Creating Rule Sets and Rules
Creating a Rule Set
Creating a New Rule
Associating Rule Sets With Applets
About Salutation Applets
Hyperlinking Salutation Messages
Hyperlinking Salutation Messages to Screens
Hyperlinking Salutation Messages to Views
Hyperlinking to Siebel Employee Relationship Management Views
Hyperlinking Salutation Messages to Applets
Two Salutation Applets in One View
Process of Adding a Message to the Salutation Applet
Modifying the Siebel eService Salutation Applet
Adding a Message to the eService Salutation Applet
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Testing Personalization Rules
Ways to Test Personalization Rules
About Test Mode
Setting Up the Test Mode
Using Test Mode to Test Personalization Rules
About Using the Log File
Enabling Personalization Event Logging
Testing Siebel Personalization
Changing the Test Parameters
Using the Log File to Test Siebel Personalization
About Exporting and Importing Personalization Data
Exporting Personalization Data as an XML File
Importing Personalization Data
About Clearing and Reloading Siebel Personalization
Reloading Siebel Personalization for the Current Object Manager
Reloading Siebel Personalization for Other Object Managers
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Operators for Building Condition Expressions
Arithmetic Operators
Comparison Operators
Logical Operators
Pattern Matching Operators
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Functions
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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