Using a Personalized List portlet

In this topic, you will learn how to use a Personalized List portlet.

The Personalized List portlet provides a ready-to-use portlet for displaying personalized content from rules, content spots, or resources. In many cases, it eliminates the need to code new portlets and JSP files yourself. This portlet is used to display personalized lists of documents, and can also be used with some generated or custom resource collections.

You can use this portlet instead of coding your own personalized portlet in any Integrated Development Environment (IDE) like Rational Application Developer or Microsoft Visual Studio Code. The Personalized List portlet is not intended to be used with the Web Content resource collection, or with rules that involve the Web Content resource collection.

The Personalized List portlet requires rules and/or custom resource collection classes that need to be defined and installed before personalized information appears in the portlet. Explore the topic Developing a personalized portlet using IBM Rational Application Developer to learn more details about developing custom classes and hrf-files. The subsequent steps are based on the Pers Offers sample described in that guide.

Note

• When the Web Content resource collection is used with the Personalized List portlet, certain attributes like authoring template shows raw values from the repository that cannot be translated to a readable form.
• The details page of the Personalized List portlet does not show the results of the rendered content.
• The details page also shows attributes from the content, such as the creator or last modified date, that are not suitable for the production use of content from Web Content Manager.
• To display Web Content rules, use a Portal Personalization Component in the HCL Web Content Manager.

Prerequistes

• PZNDemo resources are successfully installed.

Import custom classes and hrf-files

Complete the following tasks based on the Pers Offers sample by following the instructions of Importing Personalization Workspace resource collections:

1. Install the resource collection classes.

2. Import the rules (hrf-files).

   Note

   If the PersOffers Portlet is not installed yet, you can download it from the Developing a personalized portlet using IBM Rational Application Developer page. Then, follow the instructions on how to Install the portlet on a portal page.

3. Restart HCL Digital Experience (DX) to ensure that the new resources are loaded.

Create a Copy of the Personalized List portlet

To create a copy of the Personalized List portlet called Personalized List Special Offers, refer to the following steps:

1. Log in to HCL DX as the Portal administrator (wpsadmin).

2. Click Open applications menu, then navigate to Administration.

3. Click Applications > Portlets.

4. Search for the Personalized List portlet.

5. Click the Copy portlet icon.

   

6. Name the new portlet Personalized List Special Offers, then click OK.

   

7. Set access permissions for the new portlet so All Authenticated Portal Users are Privileged Users:
   a. Search for the Personalized List Special Offers portlet and click the Assign access to portlet icon.
   b. Click the Edit Role icon next to Privileged Users.
   c. Click Add.
   d. Select the checkbox for All Authenticated Portal Users, then click OK.

Add the copied Personalized List portlet to a page

To add the Personalized List Special Offers portlet to a new page called Pers List Portlet - Rules, refer to the following steps:

1. Click Site Management > Pages.

2. Click Content Root > Practitioner Studio > Personalization.

3. Create a new page called Pers List Portlet - Rules and configure the permissions of the page to give access to All authenticated users:

   a. Click New Page.
   b. On the Title field, enter Pers List Portlet - Rules, then click OK.
   c. Click the Set Page Permission icon for the newly created Pers List Portlet - Rules page.
   d. Click the Edit Role icon next to Privileged Users.
   e. Click Add.
   f. Select the checkbox for All Authenticated Portal Users, then click OK.

4. Go Site Management > Pages again, then click the Edit Page Layout icon for the Pers List Portlet - Rules page.

   

5. Click Add portlets.

6. Select the Personalized List Special Offers portlet, then click OK > Done.

   Result

   

Configure content spots and display options

To configure content spots or display options on the Personalized List Special Offers portlet, refer to the following steps:

1. Click the Personalized List Special Offers dropdown, then select Configure.

2. Click the Which Personalization resources are retrieved dropdown and select Select a Rule, Content Spot or Resource Collection.

3. In the PznDemo folder, select Offers, then click OK.

4. Click Display Options and set the following values:

   

5. Click OK to save the changes.

6. Click Personalization > Pers List Portlet - Rules to review the page with its portlet.

   Sample Result - Showing the list of rules

   

7. Click one of the title links to see the details of that resource.

   Sample Result - Showing the car loans details

   

8. Once you're done reviewing, click Back.

Configure the portlet to show more personalized offers

To configure the portlet to show more personalized offers based on the rules set per customer type, refer to the following steps:

1. Click Open applications menu, then go to Administration.

2. Click Site Management > Pages.

3. Click Content Root > Practitioner Studio > Personalization.

4. Click the Edit Page Layout icon for the Pers List Portlet - Rules page.

5. Click the Pers List Portlet - Rules dropdown, then select Configure.

   

6. Click Display Options and set the following values:

   

7. Click OK to complete the configuration.

   When logged in as wpsadmin, you will see that the Personalized List Special Offers portlet is empty because the administrator did not enter customer details in the pzndemo database for the user resource that is being used.

8. Log in as Scott and view the Personalized List Special Offers portlet. The portlet displays the personalized offers that are based on the rule, Show Offers By Customer Type, which is mapped to the content spot Pzn_offers Spot.

   Sample result - Logged in as user Scott

   

   Note

   If the result is not showing the expected values, check the content spot, its rules, and the default mappings again.

9. Test this portlet by logging in as each pzndemo user having a different profile. You must get the same content results that you see when building your own custom-built portlet (Pers_Offers) using the steps mentioned in Rational Application Developer, except you do not have to code a portlet or a JSP file.

You have successfully used the Personalized List portlet. In the next topic, you will learn how to Uninstall the Personalization sample and database.