Contents

List of Examples

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

Part I Architecture

1 Introduction

• 1.1 Introducing Personalization
  • 1.1.1 Using Interaction Management Tools
  • 1.1.2 Understanding the Features
• 1.2 Interaction Management in the Portal Life Cycle
  • 1.2.1 Architecture
  • 1.2.2 Development
  • 1.2.3 Staging
  • 1.2.4 Production
• 1.3 Getting Started

2 Planning an Interaction Strategy

• 2.1 Choosing the Type of Interaction Management to Develop
  • 2.1.1 Understanding Conditions
• 2.2 Checklist for Planning Your User Interaction Strategy
• 2.3 Checklist for Planning Your Campaign Strategy
• 2.4 Planning Your Behavior Tracking Strategy
  • 2.4.1 Understanding When to Use a Predefined Event
  • 2.4.2 Understanding When to Create a Custom Event
    • 2.4.2.1 Planning Behavior Tracking Events
    • 2.4.2.2 Planning Regular Events
  • 2.4.3 Understanding When to Create a Custom Event Listener
• 2.5 Updating Interaction Management Features
• 2.6 Upgrading Interaction Features from Portal 8.1

3 Setting up Content

• 3.1 Adding Content
• 3.2 Determining Content Priority

Part II Development

4 Creating a Property Set

• 4.1 Setting up a Property Set
  • 4.1.1 Creating a User Profile Property Set
  • 4.1.2 Creating a User Segment Property Set
    • 4.1.2.1 Setting Dates and Times
  • 4.1.3 Creating a Session Property Set
  • 4.1.4 Creating a Request Property Set
  • 4.1.5 Creating a Community or Remote Portlet Property Set
  • 4.1.6 Creating an Event Property Set
• 4.2 Adding Properties or Conditions to a Property Set
• 4.3 Modifying Properties and Conditions
  • 4.3.1 Editing Properties
  • 4.3.2 Editing Property Values
  • 4.3.3 Retrieving Properties from External Data Stores
• 4.4 Deleting a Property or a Property Set

5 Creating a User Segment

• 5.1 Creating a User Segment
  • 5.1.1 Setting Dates and Times
• 5.2 Modifying a User Segment

6 Creating a Content Selector

• 6.1 Setting Up Content to Display
• 6.2 Creating a Content Selector
  • 6.2.1 Creating the Content Selector File
    • 6.2.1.1 Building a Content Query with Expressions
  • 6.2.2 Using a JSP Tag to Display a Content Selector File
    • 6.2.2.1 Adding a Content Selector to a JSP
• 6.3 Using the <pz:div> Tag Instead of a Content Selector
• 6.4 Deleting a Content Selector Query
• 6.5 Deleting a Content Selector
• 6.6 Modifying a Content Selector

7 Creating a Placeholder

• 7.1 Selecting Content for a Placeholder
  • 7.1.1 Displaying Additional MIME Types in a Placeholder
    • 7.1.1.1 Creating and Compiling a Java Class to Generate HTML
    • 7.1.1.2 Registering the New Class
  • 7.1.2 Adding Content to a Placeholder
• 7.2 Creating a Placeholder
  • 7.2.1 Creating a Placeholder File
    • 7.2.1.1 Choosing the Type of Placeholder Query to Run
  • 7.2.2 Building a Content Query
    • 7.2.2.1 Using Expressions
    • 7.2.2.2 Using Comparators
    • 7.2.2.3 Using Values
    • 7.2.2.4 Following Guidelines for Complex Queries
  • 7.2.3 Determining Which Query and Content to Display
    • 7.2.3.1 Choosing a Query to Run
    • 7.2.3.2 Choosing Which Content Item to Display
  • 7.2.4 Adding a Placeholder to a JSP
• 7.3 Modifying a Placeholder
• 7.4 Using the <ad:adTarget> Tag Instead of a Placeholder

8 Building a Campaign

• 8.1 Performing the Prerequisite Tasks
• 8.2 Building a Campaign
  • 8.2.1 Planning Your Campaign Logic
  • 8.2.2 Creating a Campaign File
    • 8.2.2.1 Setting Goal Definitions
    • 8.2.2.2 Adjusting Goal Definitions
    • 8.2.2.3 Creating URLs to Portal Resources
  • 8.2.3 Adding a Scenario to a Campaign
  • 8.2.4 Adding an Action to a Scenario's Rule
    • 8.2.4.1 Adding a New Object Instance
    • 8.2.4.2 Invoking a Static Method
    • 8.2.4.3 Invoking an Instance Method
    • 8.2.4.4 Placing Content in a Placeholder
    • 8.2.4.5 Sending an E-Mail in a Campaign
  • 8.2.5 Setting Up Automatic E-Mail Messages
    • 8.2.5.1 Setting Up Bulk E-Mail Messages
    • 8.2.5.2 Sending Bulk E-Mail Messages
    • 8.2.5.3 Scheduling Bulk E-mail Delivery
    • 8.2.5.4 Deleting E-Mail Batches
    • 8.2.5.5 Setting Up E-Mail Security
  • 8.2.6 Targeting a Campaign to Tracked Anonymous Users
• 8.3 Testing a Campaign
• 8.4 Triggering a Campaign
  • 8.4.1 Troubleshooting Campaign Actions
• 8.5 Turning Off a Campaign
• 8.6 Resetting a Campaign
  • 8.6.1 Resetting a Campaign in the Development Environment
  • 8.6.2 Resetting a Campaign in the Production Environment
    • 8.6.2.1 Setting Campaign Content Caches

9 Setting Up Events and Behavior Tracking

• 9.1 Choosing How to Handle Events
• 9.2 Completing Your Behavior Tracking Strategy
  • 9.2.1 Planning the Deployment of Custom Events, Listeners, and Property Sets
• 9.3 Using Predefined Events
  • 9.3.1 Using the SessionLoginEvent
  • 9.3.2 Using the SessionBeginEvent and SessionEndEvent
  • 9.3.3 Using the UserRegistrationEvent
  • 9.3.4 Using the AddToCartEvent
  • 9.3.5 Using the RemoveFromCartEvent
  • 9.3.6 Using the PurchaseCartEvent
  • 9.3.7 Using the Rule Events
  • 9.3.8 Using the DisplayCampaignEvent
    • 9.3.8.1 Using the Display Content Event Control
    • 9.3.8.2 Using the Display Product Events JSP Tag
  • 9.3.9 Using the CampaignUserActivityEvent
  • 9.3.10 Using the ClickCampaignEvent
  • 9.3.11 Using the ClickProductEvent
  • 9.3.12 Using the ClickContentEvent
• 9.4 Generating Events for Content Clicks
  • 9.4.1 Using the ClickThroughEventFilter
    • 9.4.1.1 JSP Example
    • 9.4.1.2 Enabling Campaign Clickthroughs
• 9.5 Generating Content Events
  • 9.5.1 Using the ContentConfigEvent
  • 9.5.2 Using the ContentCreateEvent
  • 9.5.3 Using the ContentDeleteEvent
  • 9.5.4 Using the ContentUpdateEvent
• 9.6 Providing Event Attribute Values
• 9.7 Enabling Behavior Tracking
  • 9.7.1 Enabling Behavior Tracking in the Administration Console
  • 9.7.2 Configuring Behavior Tracking
  • 9.7.3 Adjusting Behavior Tracking for Optimal Performance
  • 9.7.4 Storing Behavior Tracking Data in Other Ways
  • 9.7.5 Creating a Separate Database for Behavior Tracking Events
  • 9.7.6 Enabling Behavior Tracking in Oracle Enterprise Pack for Eclipse
• 9.8 Creating Custom Events
  • 9.8.1 Creating the Event Class
    • 9.8.1.1 Creating a Regular Event Class
    • 9.8.1.2 Creating a Behavior Tracking Event Class
    • 9.8.1.3 Creating an Event With a Scriptlet
  • 9.8.2 Creating an XML Schema for Behavior Tracking
    • 9.8.2.1 Packaging the Schema
• 9.9 Creating Custom Event Listeners
• 9.10 Dispatching Events
• 9.11 Using Events in Campaigns
  • 9.11.1 Registering Events for Campaigns
    • 9.11.1.1 Changing Event Properties
• 9.12 Debugging the Event Service
• 9.13 Tracking Content Changes
• 9.14 Disabling Behavior Tracking
  • 9.14.1 Unregistering the Behavior Tracking Listener
  • 9.14.2 Removing an Individual Event

10 Creating Advanced Personalization with Rules

• 10.1 Using Rules in Portal Applications
  • 10.1.1 Choosing Personalization Components
  • 10.1.2 Understanding the Rules Service
    • 10.1.2.1 Using the Rules Service
    • 10.1.2.2 Understanding the Advantages of Using the Rules Service
• 10.2 Creating a Rule
  • 10.2.1 Creating a Rule Set
    • 10.2.1.1 Creating a Rule Set Manually
    • 10.2.1.2 Using a Method in a Rule
    • 10.2.1.3 Working with Invalid Rule Sets
  • 10.2.2 Deploying a Rule Set
    • 10.2.2.1 Deploying a Rule Set in Oracle Enterprise Pack for Eclipse
    • 10.2.2.2 Deploying a Rule Set in a Staging or Production Environment
  • 10.2.3 Adding Objects to Working Memory
    • 10.2.3.1 Adding a Credit Score to Working Memory from an Integer
    • 10.2.3.2 Adding a Credit Score to Working Memory from a User Profile
    • 10.2.3.3 Using Type Mappings
  • 10.2.4 Invoking the Rules Service to Evaluate Objects
    • 10.2.4.1 Using an Existing Rule Set
    • 10.2.4.2 Inserting the Control in the Page Flow
    • 10.2.4.3 Using the Control to Determine the User's Path in the Page Flow
  • 10.2.5 Filtering the Results
    • 10.2.5.1 Filtering with the RulesManager EJB
  • 10.2.6 Using the Results in Your Application
• 10.3 Rules Control Reference

Part III Staging

11 Modifying Property Set Values

• 11.1 Editing a Property Value
  • 11.1.1 Editing Properties in Oracle Enterprise Pack for Eclipse
  • 11.1.2 Editing Property Values in WebLogic Portal Administration Console
• 11.2 Deleting a Property Value

12 Modifying a User Segment

• 12.1 Modifying a User Segment
• 12.2 Modifying a User Segment's Properties
• 12.3 Copying a User Segment
• 12.4 Removing a User Segment

13 Modifying a Content Selector

• 13.1 Modifying a Content Selector
• 13.2 Deleting a Content Selector and Query

14 Modifying a Placeholder

• 14.1 Changing Content for a Placeholder
• 14.2 Modifying a Placeholder
• 14.3 Deleting a Query or a Placeholder
• 14.4 Managing Placeholders for Optimal Performance

15 Managing a Campaign

• 15.1 Modifying a Campaign
  • 15.1.1 Changing a Campaign's Description or Sponsor
  • 15.1.2 Changing a Campaign Start or Stop Date
  • 15.1.3 Activating and Deactivating a Campaign
  • 15.1.4 Turning Off a Campaign
  • 15.1.5 Resetting Campaign Settings
  • 15.1.6 Duplicating a Campaign
• 15.2 Modifying a Rule
  • 15.2.1 Modifying a Content Action
  • 15.2.2 Modifying an E-Mail Action
  • 15.2.3 Previewing a Modified Campaign Action
• 15.3 Managing a Campaign for Optimal Performance

Part IV Production