JOHN.BRUNSWICK@GMAIL.COM
PATTERNS FOR WEBCENTER PORTAL
ROLE-BASED CONTENT DELIVERY
JOHN BRUNSWICK
688
JOHN.BRUNSWICK@GMAIL.COM
Personalized Content Delivery Challenges
Attributes of Delivery
•  Meta data / User profile data
...
JOHN.BRUNSWICK@GMAIL.COM
•  Identify personalization patterns
•  Deliver and manage content within an
intranet / extranet
...
JOHN.BRUNSWICK@GMAIL.COM
IN OTHER WORDS...
JOHN.BRUNSWICK@GMAIL.COM
Its OK to be lazy :-)
JOHN.BRUNSWICK@GMAIL.COM
BUSINESS
STRATEGY &
CHANLLENGES
JOHN.BRUNSWICK@GMAIL.COM
•  Security vs Personalization
•  Security
•  Can be leveraged to provide
“personalization”
•  Li...
JOHN.BRUNSWICK@GMAIL.COM
•  Designing the Engagement Strategy
•  Goals
•  Actors
•  Measurable Goals
•  Solve Rates
•  Con...
JOHN.BRUNSWICK@GMAIL.COM
CHALLENGES
Availability of
Rich Data
Knowledge of Actors +
Relevancy
JOHN.BRUNSWICK@GMAIL.COM
EXTRANET
STRATEGY
JOHN.BRUNSWICK@GMAIL.COM
EXTRANET
STRATEGY 80
20
PROFILE REFERER  CLICK STREAM
 GEO  TRANSACTION HISTORY
JOHN.BRUNSWICK@GMAIL.COM
INTRANET
STRATEGY
JOHN.BRUNSWICK@GMAIL.COM
INTRANET
STRATEGY 80
20
DEPT  ROLE  GEO
JOHN.BRUNSWICK@GMAIL.COM
DELIVERY
STRATEGIES
JOHN.BRUNSWICK@GMAIL.COM
•  RIDC
•  CMIS
•  SOAP, etc
•  Content
Selection
•  Deployment
•  Security
•  Query, etc
•  User...
JOHN.BRUNSWICK@GMAIL.COM
DELIVERY
STRATEGY
CHANNELS
Content
Server
Portlet
Content
Presenter
Document
Library
JOHN.BRUNSWICK@GMAIL.COM
•  Preferences
•  Space / User
•  Security
•  Get Content
•  RIDC
•  CMIS
•  Conductor Scenario
•...
JOHN.BRUNSWICK@GMAIL.COM
•  Start Node
•  Security Filtering
DOCUMENT
LIBRARY
Content
Server
Portlet
Content
Presenter
Doc...
JOHN.BRUNSWICK@GMAIL.COM
•  Selection User Interface
•  Single / Multiple
•  Query
•  CMIS
•  Results of Scenario
•  Conte...
JOHN.BRUNSWICK@GMAIL.COM
010100011
SUPPORTING
LOGICAL
ARCHITECTURE
01010100011
JOHN.BRUNSWICK@GMAIL.COM
WEBCENTER
PORTAL
Decision Attributes
User Profile
Enterprise
Security
Group
Application
User Grou...
JOHN.BRUNSWICK@GMAIL.COM
WEBCENTER
CONTENT
Access
SOAP REST Java (RIDC)
Decision Attributes
Categories Folders Security Me...
JOHN.BRUNSWICK@GMAIL.COM
Attributes
Visitor
Data
Assets
WEBCENTER
SITES
Access
REST SOAP “Engage” Java
History
Attribute
V...
JOHN.BRUNSWICK@GMAIL.COM
PUTTINGIT
ALLTOGETHER User
Portal Runtime
Content
Presenter
Profile
Data
Back Office
Data (ERP,
e...
JOHN.BRUNSWICK@GMAIL.COM
COMMON
PATTERNS
JOHN.BRUNSWICK@GMAIL.COM
•  Example scenarios
•  Frequently one pattern can
adapt for multiple use cases
•  Selection may ...
JOHN.BRUNSWICK@GMAIL.COM
•  Work “top down”
•  Discover use cases
•  Catalog use cases
•  Distills down into
surprisingly ...
JOHN.BRUNSWICK@GMAIL.COM
DEPARTMENTAL
DELIVERY Content Presenter
Template + CMIS Query
with Filter based on User
Profile
R...
JOHN.BRUNSWICK@GMAIL.COM
CONTEXTUAL
DELIVERY
Content Presenter
Template + Logic to use
Scoped variable for
context
RESULTS...
JOHN.BRUNSWICK@GMAIL.COM
PROFILE
DELIVERY
Conductor Scenario
+ Portlet via RIDC
SOAP RESPONSE
SOAP REQUEST
WebCenter
Conte...
JOHN.BRUNSWICK@GMAIL.COM
LIVE
PATTERN
DEMONSTRATIONS
JOHN.BRUNSWICK@GMAIL.COM
Session 688 - Patterns For Webcenter
Portal Role-based Content Delivery
http://www.johnbrunswick....
JOHN.BRUNSWICK@GMAIL.COM
Q&A
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Patterns for WebCenter Portal Role-Based Content Delivery

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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/

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Patterns for WebCenter Portal Role-Based Content Delivery

  1. 1. JOHN.BRUNSWICK@GMAIL.COM PATTERNS FOR WEBCENTER PORTAL ROLE-BASED CONTENT DELIVERY JOHN BRUNSWICK 688
  2. 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. 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. 4. JOHN.BRUNSWICK@GMAIL.COM IN OTHER WORDS...
  5. 5. JOHN.BRUNSWICK@GMAIL.COM Its OK to be lazy :-)
  6. 6. JOHN.BRUNSWICK@GMAIL.COM BUSINESS STRATEGY & CHANLLENGES
  7. 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. 8. JOHN.BRUNSWICK@GMAIL.COM •  Designing the Engagement Strategy •  Goals •  Actors •  Measurable Goals •  Solve Rates •  Conversion Rates CHALLENGES
  9. 9. JOHN.BRUNSWICK@GMAIL.COM CHALLENGES Availability of Rich Data Knowledge of Actors + Relevancy
  10. 10. JOHN.BRUNSWICK@GMAIL.COM EXTRANET STRATEGY
  11. 11. JOHN.BRUNSWICK@GMAIL.COM EXTRANET STRATEGY 80 20 PROFILE REFERER  CLICK STREAM  GEO  TRANSACTION HISTORY
  12. 12. JOHN.BRUNSWICK@GMAIL.COM INTRANET STRATEGY
  13. 13. JOHN.BRUNSWICK@GMAIL.COM INTRANET STRATEGY 80 20 DEPT  ROLE  GEO
  14. 14. JOHN.BRUNSWICK@GMAIL.COM DELIVERY STRATEGIES
  15. 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. 16. JOHN.BRUNSWICK@GMAIL.COM DELIVERY STRATEGY CHANNELS Content Server Portlet Content Presenter Document Library
  17. 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. 18. JOHN.BRUNSWICK@GMAIL.COM •  Start Node •  Security Filtering DOCUMENT LIBRARY Content Server Portlet Content Presenter Document Library
  19. 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. 20. JOHN.BRUNSWICK@GMAIL.COM 010100011 SUPPORTING LOGICAL ARCHITECTURE 01010100011
  21. 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. 22. JOHN.BRUNSWICK@GMAIL.COM WEBCENTER CONTENT Access SOAP REST Java (RIDC) Decision Attributes Categories Folders Security Meta Data Custom Meta Data
  23. 23. JOHN.BRUNSWICK@GMAIL.COM Attributes Visitor Data Assets WEBCENTER SITES Access REST SOAP “Engage” Java History Attribute Visitor Attribute History Type
  24. 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. 25. JOHN.BRUNSWICK@GMAIL.COM COMMON PATTERNS
  26. 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. 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. 28. JOHN.BRUNSWICK@GMAIL.COM DEPARTMENTAL DELIVERY Content Presenter Template + CMIS Query with Filter based on User Profile RESULTS CMIS QUERY WebCenter Content
  29. 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. 30. JOHN.BRUNSWICK@GMAIL.COM PROFILE DELIVERY Conductor Scenario + Portlet via RIDC SOAP RESPONSE SOAP REQUEST WebCenter Content ConductorREST REQUEST REPLY
  31. 31. JOHN.BRUNSWICK@GMAIL.COM LIVE PATTERN DEMONSTRATIONS
  32. 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. 33. JOHN.BRUNSWICK@GMAIL.COM Q&A

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