Building Personalized Applications

 

Welcome to the BEA WebLogic Personalization Server Developer's Guide! This guide describes: Personalization Server run-time architecture Information about core services used to deliver personalized content Information needed by JSP tag developers, Servlet developers, and Java programmers who work with Business Analysts to set up customer segmentation rules, content management policies, and ad placeholders This guide was updated on December19, 2001. For information on the changes to this document, refer to "What's New."

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Overview of Personalization Development

Personalization Server Run-Time Architecture

Advisor

User Management

Content Management

Rules Management

Foundation Classes and Utilities

JSP Tags

Integration of External Components

Support for Native Types

 

Creating Personalized Applications with the Advisor

What Is the Advisor?

The Advisor Delivers Content to a Personalized Application

The Advisor Provides Information About User Classifications

You Can Use the Advisor in One of Two Ways

The WLPS Advisor Architecture

Writing Custom Advislets and Registering Them Using the Advislet Registry

Writing a Custom Advislet

Understanding the Advislet Registry

Registering a Single Advislet

Advislet Chaining

Registering a Compound Advislet

Creating Personalized Applications
with the Advisor JSP Tags

Classifying Users with the JSP <pz:div> Tag

Example

Selecting Content with the <pz:contentQuery> JSP Tag

Example

Matching Content to Users with the <pz:contentSelector> JSP Tag

Example

Creating Personalized Applications with the Advisor Session Bean

Classifying Users with the Advisor Session Bean

Querying a Content Management System
with the Advisor Session Bean

Matching Content to Users with the Advisor Session Bean

 

Introducing the Rules Framework

What Is the Rules Manager?

Well-known Objects

How the Rules Engine Works

What Are Rule Sets?

Deploying Rule Sets

Classifier Rules

The AND and OR operators

Content Selector Rules

Debugging Rule Sets

What Is the Relationship Between Property Sets and Rules?

Content Type and Content Selector Rules

Configuring the Rules Framework

Rules Engine Expression Validation

Rules Engine Error Handling and Reporting

Rules Engine Listeners

Rules Engine Expression Caching Optimizations

Rules Parser

 

Working with Content Selectors

What Are Content Selectors?

Using Content-Selector Tags and Associated JSP Tags

Attributes of the <pz:contentSelector> Tag

Identify the Content Selector Definition

Identify the JNDI Home for the Content Management System

Define the Array That Contains Query Results

Create and Configure the Cache to Improve Performance

Associated Tags That Support Content Selectors

Common Uses of Content-Selector Tags and Associated Tags

To Retrieve and Display Text-Type Documents

To Retrieve and Display Image-Type Documents

To Retrieve and Display a List of Documents

To Access a Content-Selector Cache on a Different JSP

How Content Selectors Select Documents

 

Using the Expression Package

Introducing the Expression Package

What Is the Expression Package?

The Package Structure for the Expression Package

Assembling and Managing Expressions

Maintaining Parent-child Relationships

Managing the Expression Cache

Expression Package Operators

Operator Inheritance Hierarchy

Basic Language Operators

Examples of Basic Language Operators

Logical Operators

Examples of Logical Expressions

String Operators

Examples of String Operators

Mathematical Operators

Examples of Mathematical Operators

Comparative Operators

Example of Comparative Operators

Collection Operators

Example of Collection Operators

Working with Expressions

The Expression Factory

Expression Package Services

Unification Service

Optimization Service

Validation Service

Evaluation Service

Execution Service

Code Examples

Stateful Evaluation of a Simple Expression

Example

Stateful Evaluation of an Expression Containing Variables

Example

Stateless Validation and Evaluation of an Expression
Containing Variables

Example

Stateful Validation and Evaluation of an Expression
Containing Variables

Example

Expression Package Configuration Settings

 

Foundation Classes and Utilities

Webflow

HTTP Handling

Personalization Request Object

Default Request Property Set

Personalization Session Object

Default Session Property Set

Utilities

ContentHelper

TagSupportHelper

ProfileFactory

SessionHelper

 

Creating and Managing Property Sets

Overview of Property Sets

Property Sets Serve as Namespaces for Properties

Where Property Sets Are Used

Property Definition Attributes

Possible Combinations of Properties

Synchronizing Property Sets

Using the E-Business Control Center

Starting the Property Set Editors

Using the Property Set Editors

Property Values and Setting the Default Value

Properties with Boolean or a Single Value and Single Default

Properties with Multiple Values and Single, Multiple,
or All Defaults

Properties with Date and Time Values

Updating a Registered Custom Event

 

Creating and Managing Users

User and Group Profiles

Property Inheritance

Property Sets and Profiles

Security Realms and User Profiles

Alternate Security Realms and User Profiles

Unified User Profiles

Anonymous User Profiles

Platform for Privacy Preferences Project (P3P)

Creating and Modifying Groups

Creating Groups

Adding Users to Groups

Removing Users from Groups

Editing Group Property Values

Deleting Groups

Creating and Modifying Users

Creating Users

Editing User Property Values

Deleting Users

Deleting User Records That Do Not Exist in the Realm from the Personalization Database

Accessing User and Group Data

Use JSP Tags to Access User and Group Data

Use APIs to Access User and Group Data

Setting Global Values for a Profile

Accessing Properties from an LDAP Server

Incorporating Data from Other External Sources

Unified User Profile Security

How WebLogic Portal Retrieves User Data from External Sources

Configuring WebLogic Portal To Retrieve User Data from External Sources

Create an EntityPropertyManager EJB to Represent External Data

Deploy a ProfileManager That Can Use the New EntityPropertyManager

 

Creating and Managing Content

What Is the Content Manager?

Choosing a Content Engine

Running Queries Against the Content Repository

Methods for Retrieving and Displaying Documents

Differences Between Content Management and Document Management

Querying the Content

Structuring a Query

Using Comparison Operators to Construct Queries

Constructing Queries Using Java

JSP Tags

Using the Document Servlet

Example 1: Usage in a JSP

Example 2: Usage in a JSP

Configuring the Content Manager

Configuring the DocumentManager EJB Deployment Descriptor

Configuring the PropertySetManager EJB Deployment Descriptor for Content Management

Configuring DocumentManager MBeans

Attributes of the DocumentManager MBean

Editing the DocumentManager MBean in the WebLogic Console

Setting Up Document Connection Pools

Attributes for the DocumentConnectionPool MBean

Properties

Setting up WebLogic Connection Pools

Web Application Configuration

Using the BulkLoader to Load File-based Content

Command-Line Usage

How the BulkLoader Finds Files

How the BulkLoader Finds Metadata Properties

Cleaning Up the Database

Loading Internationalized Documents

Generating Schema Files

 

Working with Ad Placeholders

What Are Ad Placeholders, Ad Attributes, and Placeholder Tags?

Ad Placeholders

Types of Queries That Ad Placeholders Run

Types of Documents That Ad Placeholders Display

Ad Attributes in the Content Management System

Ad Placeholder JSP Tags

The <ad:adTarget> JSP Tag

Resolving Ad Query Conflicts

How Ad Placeholders Contain Multiple Queries

How the Ad Conflict Resolver Chooses a Query

How an Ad Placeholder Chooses from Ad Query Results

Creating Ad Placeholder Tags

To Create an Ad Placeholder Tag

Supporting Additional MIME Types

Create and Compile a Java Class to Generate HTML

Register the New Class

How Placeholders Select and Display Ads

How to Configure Ad Placeholders in an Application

 

Creating Localized Applications with the Internationalization Tags

What Is the I18N Framework?

Localizing Your JSP

<i18n:getMessage>

<i18n:localize>

The JspMessageBundle

How the Localization Tag Works

Character Encoding

Displaying More Than One Character Set on a Page

Default Character Encodings

Double-byte character encoding

Steps for Localizing Your Application

Code Examples

Using the JSP Internationalization Framework with JavaScript

Using JSP Internationalization Framework with Java Scriptlets

 

The WebLogic Personalization Server Database Schema

The Entity-Relation Diagram

List of Tables Comprising the WebLogic Personalization Server

The Personalization Server Data Dictionary

The AD_BUCKET Database Table

The AD_COUNT Database Table

The DATA_SYNC_APPLICATION Database Table

The DATA_SYNC_ITEM Database Table

The DATA_SYNC_SCHEMA_URI Database Table

The DATA_SYNC_VERSION Database Table

The DOCUMENT Database Table

The DOCUMENT_METADATA Database Table

The ENTITLEMENT_RULESET Database Table

The ENTITY Database Table

The GROUP_HIERARCHY Database Table

The GROUP_SECURITY Database Table

The MAIL_ADDRESS Database Table

The MAIL_BATCH Database Table

The MAIL_BATCH_ENTRY Database Table

The MAIL_HEADER Database Table

The MAIL_MESSAGE Database Table

The PLACEHOLDER_PREVIEW Database Table

The PROPERTY_KEY Database Table

The PROPERTY_VALUE Database Table

The SAMPLE_UUP_INFO Database Table

The SEQUENCER Database Table

The USER_GROUP_CACHE Database Table

The USER_GROUP_HIERARCHY Database Table

The USER_PROFILE Database Table

The USER_SECURITY Database Table

The WEBLOGIC_IS_ALIVE Database Table

The SQL Scripts Used to Create the Database

Scripts

Defined Constraints

 

Personalization Server JSP Tag Library Reference

Ads

<ad:adTarget>

Example

Content Management

<cm:getProperty>

Example

<cm:printDoc>

Example

<cm:printProperty>

Example

<cm:select>

Example

<cm:selectById>

Example

Internationalization

<i18n:localize>

Example 1

Example 2

<i18n:getMessage>

Example

Personalization Tags

pz Tags and the Internal Cache

<pz:contentQuery>

Example

<pz:contentSelector>

Specify a Value for contentHome

Example

<pz:div>

Example

Placeholders

<ph:placeholder>

Example

Property Sets

<ps:getPropertyNames>

Example

<ps:getPropertySetNames>

Example

<ps:getRestrictedPropertyValues>

User Management:
Profile Management Tags

<um:getProfile>

Example 1

Example 2

<um:getProperty>

Example 1

Example 2

<um:getPropertyAsString>

Example

<um:removeProperty>

Example

<um:setProperty>

Example

User Management:
Group-User Management Tags

<um:addGroupToGroup>

Example

<um:addUserToGroup>

Example

<um:createGroup>

Example

<um:createUser>

Example

<um:getChildGroupNames>

Example

<um:getGroupNamesForUser>

Example

<um:getParentGroupName>

Example

<um:getTopLevelGroups>

Example

<um:getUsernames>

Example

<um:getUsernamesForGroup>

Example

<um:removeGroup>

Example

<um:removeGroupFromGroup>

Example

<um:removeUser>

Example

<um:removeUserFromGroup>

Example

User Management: Security Tags

<um:login>

<um:logout>

<um:setPassword>

Personalization Utilities

<es:convertSpecialChars>

Example

<es:counter>

Example

<es:date>

Example

<es:forEachInArray>

Example

<es:isNull>

Example

<es:notNull>

Example

<es:transposeArray>

Example

<es:uriContent>

Example

WebLogic Utilities

<wl:cache>

<wl:process>

Example

<wl:repeat>