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Jahia Swiss Meetup #3
Take back control of your customer data
with Apache Unomi
Serge Huber, CTO, shuber@jahia.com
Use case 1 - Build a website
You have your website
You want to know how it’s doing ?
Let’s add analytics -> Google Analytics is free !
Use case 1 - Build a website
Advantages:
- Analytics for free !
- No servers to maintain for analytics
- Some good insight into what is happening onto your site
- New features as Google develop them
Sounds great right ?
Use case 1 - Build a website
Your
Website
Your visitor’s data
Who else is listening ?
Your visitor’s data
Google Analytics Servers
Use case 1 - Build a website
Your
Website
Your visitor’s data
Who else is listening ?
Google Analytics ServersOther
website
Other
website
Other
website
Other
website
Wait a minute...
This is not:
- How the internet was designed !
- How the web was designed !
Before the Internet was born
“Client”
computers
Mainframe computers
The Internet & The Web model
High resiliency through
highly decentralized
computers exchanging
data in open format
Most cloud services (Google, VWO, Optimizely)
Browsers
Use case 1 - Build a website
What’s really going on:
- Google is collecting your users visitor data
- No guarantee as to what they are doing with it
- Even worse : others may be listening (NSA, https://www.eff.org/nsa-spying/faq, …)
- No real control over the collected data (can you download it ? or even erase it ?)
- Visitors have little to no control over the collected data or it even being collected in
the first place
- Vendor will try to lock you in and upsell as much as possible, and make it almost
impossible to migrate out of their platform !
- As you’re using the same analytics platform as others, you have no way to gain a
competitive advantage over others since you have no control over the software or
the data !
What if...
… you’re not build a website but an intranet ? (do you really want to send out
visitor data out to the internet ?)
… you’re a bank or a government and don’t want to send data to tiers ?
… you don’t want to store precious customer data into proprietary systems or
data formats ?
… you want to use open source software ?
… you want to be able to customize the software to differentiate from others
?
How does real decentralization happen ?
Freely available software !
- The first web servers were 100% open source and available through
commercially friendly licenses (BSD, MIT, Apache !) and still are the leading
solutions !
- The first web browsers were also free (Mozilla) and still are the leading solutions
!
Internet standards !
- HTTP
- HTML
- XML
- JSON
At Jahia....
… We try to continue to build open source software freely available because it
makes a lot of sense !
… We build value on top of open source software, and contribute back as much as
we can
... We wanted to build analytics, digital marketing into our offering
… So we started searching for open source analytics, personalization or customer
data platforms
-> We found very few (Piwik / PHP), and none in Java !
-> We started the Apache Unomi project and OASIS Context Server specification
DATA
PRIVACY
The Context Server
Standard
Apache
Apache Unomi
Reference Implementation
Two trusted, solid and
recognized communities
A standard and a reference implementation
+
UNOMI CORE
CXSID directory
Segmentation Engine
Events
Tracking Engine
RESTFUL API
+
DATA
BACK-END
FRONT-
END
+
Apache
BI
SALES
REPORT
ANALYTICS
CRM
ID
MA
…
Architecture overview
REST API DEMO
Introducing Apache Unomi - JavaOne 2015 - October 26th 2015UNOMI FUNCTIONALITIES
17
UNOMI
User tracking
Event tracking
Goal tracking, scoring Segmentation Form
Input
tracking
Download
tracking
Impersonification
(personas)
A/B testing
Profile
(visitor,contact,leads)
management and export
Reporting
Privacy
management
Features
RULES
PERSONALIZED WEB
PAGE (CMS)
DMP
ACTIONS
CRM
SEGMENTS PROFILES
EVENTS
(JSON)
CONTEXT
(JSON)
CONDITIONS
BIG DATA SYSTEMS
WEB PAGE VISITOR
CUSTOM PLUGIN
MOBILE APP USER
PERSONALIZED MOBILE
APP
Input / outputs
19
Load HTML page
Load HTML + JS
to connect Context Server
Load context.js
Context for current request
(Optional) Load content based
on context
(Optional) Send event such as login / hover
BROWSER CMS CONTEXT SERVER
JS callbacks
Example request flow
Introducing Apache Unomi - JavaOne 2015 - October 26th 2015
SCALABILIT
Y
20
CONTEXT SERVER CMS
Issue
trackingCRMSocial
BIG DATA
SYSTEMS
Scalability
Focus : General Data Protection Regulation
GDPR requires that brands:
- Explain why they collect data
- Allow users to see, edit and / or delete their
personal data
Available as of today as a drag n drop component :
- Deletion of personal information (configurable for each
brand)
- “Do not track” available as well
- Can send any event in real time to any other system
21
UNOMI - Customer Data
Platform
Unomi Customer Data Platform for
Jahia Marketing Factory
CRM
Behaviour
Social login
Forms
Visitors &
customers
profiles
DMP Segments
Static list
Scoring Plans
Actions
Rules
Campaigns
Searches
Referrers
Marketing
Automation
platforms
Analytics
Your Unomi
plugin
Segments
Goals
Use case 2 - Web personalization
Java Virtual Machine
Java Virtual Machine
Java Virtual Machine
Web Application Server (Tomcat)
Digital Experience Manager
Apache Karaf
ElasticSearch
Marketing Factory Modules Apache Unomi
bundles
Apache Unomi
Marketing Factory
CXS
API
Marketing Factory architecture overview
DEMO
Remember...
No data left this room !
Q & A
THE END

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Take back the control of your customer data with Apache Unomi - Developers Meetup - June 2017

  • 1. Jahia Swiss Meetup #3 Take back control of your customer data with Apache Unomi Serge Huber, CTO, shuber@jahia.com
  • 2. Use case 1 - Build a website You have your website You want to know how it’s doing ? Let’s add analytics -> Google Analytics is free !
  • 3. Use case 1 - Build a website Advantages: - Analytics for free ! - No servers to maintain for analytics - Some good insight into what is happening onto your site - New features as Google develop them Sounds great right ?
  • 4. Use case 1 - Build a website Your Website Your visitor’s data Who else is listening ? Your visitor’s data Google Analytics Servers
  • 5. Use case 1 - Build a website Your Website Your visitor’s data Who else is listening ? Google Analytics ServersOther website Other website Other website Other website
  • 6. Wait a minute... This is not: - How the internet was designed ! - How the web was designed !
  • 7. Before the Internet was born “Client” computers Mainframe computers
  • 8. The Internet & The Web model High resiliency through highly decentralized computers exchanging data in open format
  • 9. Most cloud services (Google, VWO, Optimizely) Browsers
  • 10. Use case 1 - Build a website What’s really going on: - Google is collecting your users visitor data - No guarantee as to what they are doing with it - Even worse : others may be listening (NSA, https://www.eff.org/nsa-spying/faq, …) - No real control over the collected data (can you download it ? or even erase it ?) - Visitors have little to no control over the collected data or it even being collected in the first place - Vendor will try to lock you in and upsell as much as possible, and make it almost impossible to migrate out of their platform ! - As you’re using the same analytics platform as others, you have no way to gain a competitive advantage over others since you have no control over the software or the data !
  • 11. What if... … you’re not build a website but an intranet ? (do you really want to send out visitor data out to the internet ?) … you’re a bank or a government and don’t want to send data to tiers ? … you don’t want to store precious customer data into proprietary systems or data formats ? … you want to use open source software ? … you want to be able to customize the software to differentiate from others ?
  • 12. How does real decentralization happen ? Freely available software ! - The first web servers were 100% open source and available through commercially friendly licenses (BSD, MIT, Apache !) and still are the leading solutions ! - The first web browsers were also free (Mozilla) and still are the leading solutions ! Internet standards ! - HTTP - HTML - XML - JSON
  • 13. At Jahia.... … We try to continue to build open source software freely available because it makes a lot of sense ! … We build value on top of open source software, and contribute back as much as we can ... We wanted to build analytics, digital marketing into our offering … So we started searching for open source analytics, personalization or customer data platforms -> We found very few (Piwik / PHP), and none in Java ! -> We started the Apache Unomi project and OASIS Context Server specification
  • 14. DATA PRIVACY The Context Server Standard Apache Apache Unomi Reference Implementation Two trusted, solid and recognized communities A standard and a reference implementation
  • 15. + UNOMI CORE CXSID directory Segmentation Engine Events Tracking Engine RESTFUL API + DATA BACK-END FRONT- END + Apache BI SALES REPORT ANALYTICS CRM ID MA … Architecture overview
  • 17. Introducing Apache Unomi - JavaOne 2015 - October 26th 2015UNOMI FUNCTIONALITIES 17 UNOMI User tracking Event tracking Goal tracking, scoring Segmentation Form Input tracking Download tracking Impersonification (personas) A/B testing Profile (visitor,contact,leads) management and export Reporting Privacy management Features
  • 18. RULES PERSONALIZED WEB PAGE (CMS) DMP ACTIONS CRM SEGMENTS PROFILES EVENTS (JSON) CONTEXT (JSON) CONDITIONS BIG DATA SYSTEMS WEB PAGE VISITOR CUSTOM PLUGIN MOBILE APP USER PERSONALIZED MOBILE APP Input / outputs
  • 19. 19 Load HTML page Load HTML + JS to connect Context Server Load context.js Context for current request (Optional) Load content based on context (Optional) Send event such as login / hover BROWSER CMS CONTEXT SERVER JS callbacks Example request flow
  • 20. Introducing Apache Unomi - JavaOne 2015 - October 26th 2015 SCALABILIT Y 20 CONTEXT SERVER CMS Issue trackingCRMSocial BIG DATA SYSTEMS Scalability
  • 21. Focus : General Data Protection Regulation GDPR requires that brands: - Explain why they collect data - Allow users to see, edit and / or delete their personal data Available as of today as a drag n drop component : - Deletion of personal information (configurable for each brand) - “Do not track” available as well - Can send any event in real time to any other system 21
  • 22. UNOMI - Customer Data Platform Unomi Customer Data Platform for Jahia Marketing Factory CRM Behaviour Social login Forms Visitors & customers profiles DMP Segments Static list Scoring Plans Actions Rules Campaigns Searches Referrers Marketing Automation platforms Analytics Your Unomi plugin Segments Goals Use case 2 - Web personalization
  • 23. Java Virtual Machine Java Virtual Machine Java Virtual Machine Web Application Server (Tomcat) Digital Experience Manager Apache Karaf ElasticSearch Marketing Factory Modules Apache Unomi bundles Apache Unomi Marketing Factory CXS API Marketing Factory architecture overview
  • 24. DEMO
  • 26. Q & A