WebCenter Sites Avanzado - v2

Taller Avanzado WebCenter Sites
Carlos Picazo Principal Sales Consultant

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2011 Oracle Corporation Proprietary and Confidential
Agenda
09:00 09:30 09:30 10:00 10:00 11:00 11:00 11:30 11:30 12:30 12:30 13:00 13:00 13:30 13:30 14:00 14:00 15:00 15:00 17:00 17:00 17:30 Bienvenida y registro. Repaso de funcionalidades de WebCenter Sites. Arquitectura y Escalabilidad. Caf. Modelo de datos y plantillas de contenido. Page Layout & Insite Edit (How to) Personalizacin (How to) Gadgets/Community/Mobility (How to) Comida. Talleres tcnicos de desarrollo. Q&A
PRIMER PASO: PRESENTACIONES
Presentaciones
Who are you? What do you do? What do you expect from this course? Something interesting about yourself..
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Whats on the disk?
Copy all the files somewhere Expand wemdemo_avisports.rar, jdk1.6.0_16.zip and cosgas.zip to C:\Kits
09:30 10:00 REPASO DE FUNCIONALIDADES
Best-in-class WCM Foundation

Built for business users, scales to enterprise deployments
Business user tools for content editing & site management Large-scale product information management Scalable dynamic delivery for targeted & multi-lingual/locale content Streamlined management of multiple sites / large deployments Rich media management for the Web
Mobile Channel Enablement

Reach out to additional online channels with quality, flexibility and ease Reuse content & edit navigation from traditional website OOTB mobile templates by device family Edit mobile sites & traditional website from same business user interface Device-based preview Automatic transformation of content & site layout for thousands of device types Location-based services Comprehensive video & rich media support
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Customer Segmentation & Targeting

Deliver a targeted, sticky and persuasive experience online Flexible rules engine for creation of customer segments & recommendations Enables delivery of targeted content & campaigns Segmentation based on implicit (behavioral) and/or explicit (known user or characteristics) criteria Enables granular targeting based on membership in multiple segments
FatWire
Analytics for Content Optimization

Granular analytics & optimization for marketers and content managers
Track aggregate usage of content assets across pages & sites Track effectiveness of targeted site content for user segments Visualize results with in-context reporting Understand site usage via behavior tracking Access comprehensive reports or create your own
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Social Computing
Interactive and Social online experiences for site visitors Add Social Computing around your website: Commenting, rating, reviews, blogs Business user administration & moderation of UGC Enable UGC to drive the content of dynamic sites
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End-User Personalisation & Syndication

Provide dashboards and reach out to your visitors through gadgets End-user personalization using gadget dashboards on web pages Quickly create new gadgets out-of-thebox
Gadget syndication for use on third-party Websites
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High Performance websites with Satellite Server

High-performance and scalable delivery of dynamic sites
Distributed edge caching

Dynamic assembly and delivery High performance, automated management Scalable to the demands of the highest-traffic websites
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Content Integration Platform

Enterprise Content Integration for the Web
Puts content from enterprise systems at the fingertips of FatWire Content Server users
Content flagged for sharing is made accessible directly in the FatWire user interface
Workflow and change notifications for shared content Source content remains the master SOA architecture Open and extensible
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Copyright 2011 FatWire Corporation Under NDA
Web Experience Management

With WebCenter Sites Eliminate IT bottleneck Empower business users
Author content in context Design site layout
Convert Interact & Moderate Author
Design
Automatic conversion & publish to Web

Separate code from content
Test & Analyze
Publish & Deliver
Target
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With WebCenter Sites
Relevant Customer Content
Targeted material and messages that drive customer retention and loyalty Segment audiences and deliver personalized promotions, turning online browsers to buyers Multi site / multi language
Convert Interact & Moderate Author
Design
Test & Analyze
Publish & Deliver
Understanding your results

Integrated analytics
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Target

With WebCenter Sites
Build Community Engagement
Encourage community interaction between customers and the company Increase customer loyalty with ongoing communications through social networks
Interact & Moderate Author
Convert
Design
Drive Site Stickiness and Loyalty

Quickly create gadgets for use in company web sites and on third-party sites across mobile and social channels Dynamic delivery for targeted marketing and multi-lingual content
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Test & Analyze
Publish & Deliver
Target
10:00 10:30 ARQUITECTURA Y ESCALABILIDAD
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WebCenter Sites Server (WCM Foundation)

formerly Content Server
Management
Mobility Server Framework Community Server Gadget Server Engage WebCenter Sites Framework
Delivery
Mobility Server Community Server Gadget Server Engage WebCenter Sites Mobile Delivery Satellite Server Site Visitors
Content Managers
WEM
WEM
Analytics
Documentum SharePoint File System
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Core WebCenter Sites Architecture

User Interface
Business User Admin Content Editors Portal
API
JSP/XML Java REST and SOAP
Authentication, Authorization and SSO
Asset Framework
Asset Managers Revision Tracking Search Import / Export Approval Publishing Workflow Templating Engine
Content Services
Database and File System Abstraction Catalog Management Cache Management Dependency Management Page Server Image Server Event Management
Database
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File System
Multi-Site Management
WebCenter Sites provides a single solution to manage multiple sites Site Launcher can quickly replicate one site from another (copy/share) A Site is a logical unit in WebCenter Sites Micro-Site, Campaign Site, fully fledged Website A site skeletal owns components such as Assets, Templates, Workflows etc Content Owners login to a Site and have visibility to contents of only that site Common components can be shared between sites
WebCenter Sites
SITE 1 - Users Site1 Assets, Templates, Users Site2 Assets, Templates, Users REPLICATE SITE 3 - Users Site3 Assets, Templates, Users www.oracle.com
SITE 2 - Users
www.oracle.com/openworld
www.oracle.com/fatwire
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Workflow
START END
State 1
State Deadline
State 2
State 3
Process Action
Step 4
Step 1
Step 2
Step 3
Roles
Process Deadline Step Condition Finish Assignment Step Action
Step 4
Deadline Action
User Assignment 1 Delegate User Assignment 2
User Assignment 3
Dead Lock
Abstain User Assignment 4 Deadlock Action
Delegate Action
Assignment Action
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Approval and Publishing

WebCenter Sites
Destination 1 Dependencies
Target WebCenter Site(s) 1
ASSET
Target WebCenter Site(s) 2
User approves Asset for Publishing to Destination (s)
File System
All dependences of the Asset are also published to keep the integrity of data intact
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Search
Management
User Interfaces WEM App Site Search
Delivery
WEM App
Java API
REST API
Java API
REST API
Framework
Search Framework & API
Framework
Search Framework & API
WEM
WebCenter Sites
WEM
WebCenter Sites
Publish
Web Content
Search Indices
Web Content
Search Indices
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Satellite Server
Management
Delivery
Content Managers
WEM
WEM
Analytics
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Satellite Server standard request
Is page in cache?
Content Repository
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Satellite Server business user publishes content
Publish Invalidate/Refresh cache
?
Is page in cache? Get cached components Get new component Compose page from cache components
Content Repository
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Horizontal Scalability
WebCenter Sites deployments scale out by the use of Satellite Servers Satellite Servers are edge caching systems, fully integrated into the content workflow
WebCenter Sites Satellite Servers
Load Balancer
WEB
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Vertical Scalability
WebCenter Sites and Satellite Server are standard J2EE applications Both scale well under application server clusters Multiple instances can be run on the same hardware
Load Balancer WebCenter Sites

Satellite Servers
WEB
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Targeting
formerly Engage
Management
Delivery
Content Managers
WEM
WEM
Analytics
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Targeting
formerly Engage
Marketers
Site Visitors
Engage UI
Visitor Data
Visitor Attributes History Attributes
Recommendations Promotions Cross/up sells
Segments Segments
Segments
Visitor Data Manager
Qualifying Segments
Rules Engine
Segments Segments
Recommendations
Asset Repository External Systems
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Analytics
formerly Content Optimizer
Management
Delivery
Content Managers
WEM
WEM
Analytics
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Analytics
formerly Content Optimizer
Website
Aggregated Data Drill Down Reports
Sensor
Site Visitors
DBMS
Marketers
Process Queue
Data is aggregated daily
Data Analysis
Distributed File System (HDFS) Map-Reduce
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Social & User-Generated Content (UGC)

formerly Community Server
Management
Delivery
Content Managers
WEM
WEM
Analytics
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Social & User-Generated Content (UGC)

formerly Community Server
Management
SSO
UI Framework
Moderation and Administration
UGC data and moderation changes
Delivery
Web Site
Comments, Ratings, Reviews,
SSO
Framework
REST
Framework
WEM
WEM
Publish
REST
WebCenter Sites
Contributors, Administrators
WebCenter Sites
Visitors
Web Content
Pages that contain comments, layout and settings for comments/ratings
Web Content
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Gadgets
formerly Gadget Server
Management
Delivery
Content Managers
WEM
WEM
Analytics
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Gadgets
formerly Gadget Server
Management
SSO UI Framework
Gadget Lists and Dashboard
Composed dashboard(s), white list of gadgets, settings
Delivery
Web Site SSO
Gadget Container
Framework
REST
Framework
WEM
WEM
Publish
REST
WebCenter Sites
Contributors, Administrators
WebCenter Sites
Visitors
Web Content
Pages Containing Dashboard(s)
Web Content
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ECM Integration
formerly Content Integration Platform
Management
Delivery
Content Managers
WEM
WEM
Analytics
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ECM Integration
formerly Content Integration Platform
Scheduler
Runtime
Plugins & Data Mappings
Event
Connectors
Documentum SharePoint File System ContentServer
Documentum
FatWire WebCenter Sites
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Available APIs Reading APIs

XML tags JSP tags Asset API REST API SOAP
Writing APIs
XML tags JSP tags Asset API
REST API
XMLpost
BulkLoader
CIP (Content Integration Platform)
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Core Concept #1: Sites is comprised two PROD environments

Management Environment
Inside the firewall Where contributors create, review, collaborate, preview, and approve content for publishing
Delivery Environment
Visitor-facing Where content is dynamically rendered to visitors at request time No files or file folders
Publish
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Core Concept #2: Everything is modeled in the database

There are no folders There are no files All webpages are served via the ContentServer servlet Each assettype has its own schema You design the asset model to match the business requirements of your client
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One migrates content via Sites Publishing feature Sites uses its own protocol wrapped inside of http It is *NOT* database to database Publishing queues are called destinations Publishing/approval is inherently incremental Queues are transactional, thus all items in the queue have had their dependencies evaluated recursively failure of one item in the list invalidates the entire list The reason for this evaluation is to eliminate broken links
Core Concept #3: Publishing is smart
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Types of Managed Content Objects All are client-specific and need to be architected
Basic Assets
Simple row/column structure One record per asset Attributes = columns More scalable, less flexible
Flex Assets

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Multiple values, multiple inheritance Flexible changes possible post go-live without schema changes Multiple records per asset Attributes = rows More flexible, less scalable
Types of Managed List Objects many different types, each with pros and cons
Named Association Attribute of Type Asset Recommendation SitePlan Translation
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Other Types of Asset Objects All are client-specific and need to be architected
Core/Structural Assets
Page Dimensionsets (locales) Flex Definitions Attributes
Code/Logic Assets

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Templates CSElements Filters Attribute Editors Query

Many ways to design the flex model There is no cookie cutter asset model
Flex Family (database level)
Single Family w/ Multiple Branches vs. Multiple Families w/ Single Branch
Relationship of Assettypes to Definitions

Single Assettype Multiple Definitions vs. Single Assettype Single Definition
Attribute Design
Required vs. Optional
Attribute Editor Design

Single value vs. Multiple values Attribute Inheritance Value type: string, text, integer, date, asset, etc.
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When to consider Basic vs. Flex

Basic Uncached* Tag query Attribute Inheritance Attribute Editors Flex Filters More efficient Not supported Not supported Not Supported Flex Less efficient Supported Supported Supported
Hierarchical Organization
Not Supported
Supported
Multi-valued Attributes Search Associations**
Not Supported SQL, Search Engine Named Associations, Dimensions
Supported Search States, Search Engine Named Associations, Dimensions, Parent/Child relationships, Asset Attribute
* When the resultset is cached, the fetch for either type would be approx the same ** Attributes inherited via Parent / Child flex relationships are faster to read than named associations or attributes of t ype asset
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Additional Flex Features

Ability to inherit attributes from parents
Useful for creating packages of attributes that dont change
Ability to easily add attribute editors

i.e. presentation logic in front of the database field
Ability to implement flex filters

Java code the executes immediately before saving
Works with Engage

Ability to set ratings
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Webpage Template Architecture directly affects performance and scalability

Rule of 8: best to have no more than 6-8 pagelets per webpage Each pagelet is its own http request
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Webpage Template Architecture directly affects performance and scalability

Webpage should be made up of pagelets Each pagelet has its own request and is thus cacheable independent of the calling page Each pagelet request has its cache arguments this is what makes it unique Each pagelet also has logged dependencies this is how the system knows when to uncache it The trick is reusability the main benefit of caching Biggest issues: too little caching and too much caching
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Visitor Experience
Speed is key for a good visitor experience thus getting caching/uncaching optimized is a key deliverable A good asset model affects end-user experience in two ways: it facilitates serendipitous relationships between assets that can be MANAGED by editors And the asset model affects caching/uncaching (and thus performance) Getting it all right takes experience and skill But the benefit of getting it right is high-performance websites on a small hardware footprint
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11:00 11:30 CAF
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Test your installation

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Navigate to C:\Kits\wemdemo Run startFatWire.bat Navigate to C:\Kits\cosgas Run the four .bat files (one by one) In a browser, navigate to http://localhost:7001/cs/login Login: admin/fwdemo1234 Site: FS Test the applications
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11:30 12:30 MODELO DE DATOS Y PLANTILLAS
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Content Modeling - Assets

Asset is the fundamental data structure in WebCenter Sites An Asset belongs to a Type Assets have attributes Attributes can be of many types (String, Number, File etc) Assets can be associated with other assets Assets can be enabled for sites Data for an Asset is stored in Database. Some attributes may be stored in File system
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Asset
Type Attributes Associations Site(s)
Content Modeling - Assets

Site Architect defines Asset Types (using Advanced UI)
Example: An Article type, contains a title, body, picture etc.
Developer Builds Presentation templates

Summary Template Detail Template
Business User
Architect
ASSET
Business user creates Asset instances.

Title: Giants head to Super Bowl Body: .. What a match!.. Picture: Eli-Manning.jpg
Site visitor
Views the article
Developer
Provides user generated content
Site Visitor
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Modelo de contenidos: Potente y Flexible

Editores de Atributos
Texto Plainplano Text
Atributos Name Nombre Tamao

ABC 123
Assets/objetos Asset Attribute Attribute Attribute AE AE AE
Sites
Plantillas
Estilos ABC ABC
Rich Test WYSIWYG Date Fecha
Description Descripcion Fecha Cost Precio
Text
29.1.09 $
Plantillas Pgina
ABC
Repositorio de contenidos
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Plantillas Asset
Templating
A template is an asset A template is a piece of code written in JSP, XML or HTML A template can be typed or un-typed.
Typed template is assigned to a an asset type, an un-typed template can be used with any asset type A template is tasked with providing view for a section of the page, for a specific asset type. A template can employ can use JavaBeans, asset APIs, tags and any other libraries Content Sever is also a controller framework for templates
Frameworks such as Struts, Spring MVC, JSF are possible using Java API
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Lesson: Templates & Elements WebCenter Sites uses two types of code assets:
Template
Callable via http Cacheable Applicable to specific assettypes (typed) or Applicable to any assettype (typeless) Scope is always local Previewable by selecting an asset and choosing Preview
CSElement
Not directly callable via http Not directly cacheable Scope can be local, global, or stacked
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Lesson: Templates & Elements

Both Templates and Elements can be nested:
Nested Templates via the <render:calltemplate> tag Nested Elements via the <render:callelement> tag
Nested Templates are special: they can be cached independently of the calling page. We call them pagelets
Thus when a pagelets cache expires, only that pagelet refreshes but *NOT* the outer calling Template! This is the key to high performance cache in WebCenter Sites
Note: Elements can be wrapped in a SiteEntry, making them cacheable (but we wont explore that here)
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Lesson: Templates & Elements

A typical outer (page) template would make 6-8 calls to nested cached pagelets Each pagelet has its own cache criteria this is what makes that instance of the cache unique
Presumably, those pagelets would be reusable thus reducing coding time

However, getting everything just right takes experience it is easy to screw things up The most common problem is that clients either overcache or undercache (or both!) their pagelets Example: passing cid to the footer why is that bad?
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Teminology
Wrapper
Store the logic (session, cookie, )
Layout (Typeless Template)

The layout of site or some part of the site
Asset Type Template (Typed)

Template view/display for one Content
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Typed versus Typeless Templates

URL : Layout c=Page cid=current page id
URL : Layout c=Article cid=current article id
/Layout
<render:calltemplate Container c=Page for Page tname=Container <render:calltemplate c=Page /Footer tname=/Footer
/Layout
<render:calltemplate Container c=Article for Article tname=Container <render:calltemplate c=Article /Footer tname=/Footer
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Elements of the Wrapper template:

<?xml version="1.0" encoding="UTF-8"?> <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd"> <html xmlns="http://www.w3.org/1999/xhtml" lang="en"> ..
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Elements of the wrapper page

<render:satellitepage pagename='<%=ics.GetVar("childpagename")%>'> <render:argument name='c' value='<%=ics.GetVar("c")%>'/> <render:argument name='cid' value='<%=ics.GetVar("cid")%>'/> <render:argument name='p' value='<%=ics.GetVar("p")%>' /> <render:argument name="locale" value='<%=ics.GetSSVar("preferred_locale")%>'/> <render:argument name="packedargs" value='<%=ics.GetVar("packedargs")%>'/> </render:satellitepage> http://localhost:7001/cs/Satellite?c=Page&childpagename=FS%2FLayout&cid=1255731768473&pagen ame=FSWrapper&rendermode=previewnoinsite
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FS/Layout template
Site entry calls the /Layout template
String sContainerTName = "Container"; <render:calltemplate tname='<%=sContainerTName%>' site='<%=sSite%>' tid='<%=ics.GetVar("tid")%>' slotname="ArticleContainer" c='<%=ics.GetVar("c")%>' cid='<%=ics.GetVar("cid")%>' ttype="Template"> <render:argument name="p" value='<%=ics.GetVar("p")%>' /> <render:argument name="locale" value='<%=ics.GetVar("locale")%>'/> <render:argument name="packedargs" value='<%=ics.GetVar("packedargs")%>'/> </render:calltemplate>
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Page Container
String sDetailTName = ics.GetVar("stype") + "Detail"; %> <%-- Call the container template for the current page subtype --%> <render:calltemplate tname='<%=sDetailTName%>' site='<%=ics.GetVar("site")%>' tid='<%=ics.GetVar("tid")%>' slotname="PageContainer" c='<%=ics.GetVar("c")%>' cid='<%=ics.GetVar("cid")%>' ttype="Template" context=""> <render:argument name="p" value='<%=ics.GetVar("p")%>' /> <render:argument name="locale" value='<%=ics.GetVar("locale")%>'/> <render:argument name="packedargs" value='<%=ics.GetVar("packedargs")%>'/> </render:calltemplate>
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12:30 13:00 PAGE LAYOUT & INSITE EDIT
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Page Layout a.k.a PageBuilder or Graphical Layout

Invoked via Preview/Insite Editing Interface Basic Concept:
Implement some page Templates with predefined Slots Let users create NEW instances of Page assets, specifying a subtype that corresponds to one of the above pre-configured templates Once in Page Layout mode, users can search for different assettypes then drag /n drop them into the slots NOTE: draggable assets must have viable rendering templates.
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Page Layout Adding a slot to a Template

Pretty simple :
<insite:calltemplate slotname site tid context = = = = "MyUniqueSlotName" '<%=ics.GetVar("site")%>' <%=ics.GetVar("tid")%>' '<%=ics.GetVar("cid")%>'> value=foo' />
<render:argument name=var" .. .. .. </insite:calltemplate>
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InSite Editing What it is, what it does

Tag library that developers use on their templates
Enables contributors in-context editing of strings, dates and text fields

Developers can optionally specify FCK Editor for wysiwig editing
Also allows re-ordering of static lists

Enabled by a property xcelerate.enableinsite=true
Must use false for delivery environments why?
Contributors must have the xceleditor ACL assigned to their user

Assets permission is appropriate to the users Role
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InSite Editing Some of the <insite:edit> tag arguments

assetid (required) e.g: assetid ='<%=ics.GetVar("cid")%>' assettype (required) The asset type of the asset identified with the ASSETID parameter. assetfield (required) e.g: assetfield= "Attribute_byline" assetfieldvalue (required) e.g. assetfieldvalue= ='<%=ics.GetVar("Attribute_byline")%>' editor (optional) e.g editor=fckeditor width (optional), height (optional)
etc.
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InSite Editing The <insite:edit> tag example

<insite:edit assetid='<%=ics.GetVar("cid")%>' assettype='<%=ics.GetVar("c")%>' assetfield="Attribute_Title" assetfieldvalue='<%=ics.GetVar(Title")%>'
editor="text"
/>
The above is a typical usage in a JSP template

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InSite Editing For more reading

Developers Guide (PDF)
Chapter 35: Coding for the InSite Editor
Users Guide (PDF)

Chapter 4: Page 95, Working with the InSite Interface
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13:00 13:30 PERSONALIZACIN
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Engage Some Clients Currently Using CS Engage

www.meyer.com www.bancsabadell.es
www.tellmore.dk
www.flmowner.com (a.k.a. MyFord.com)
Most clients are very interested in CS Engage and it is cited as one of the main reasons for purchasing CS It really is neat! (and not all that complex to understand) In a cached state, it can be fast too.
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Engage The Four Primary Components Of Engage:

1. Recommendation (a superset list of assets) 2. Segments based on AND/OR combination of Visitor Attributes and History Attributes 3. Visitor Attributes (and History Attributes) 4. Assets Rated or Ranked per Segment
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Engage Some Secondary Components Of Engage:

1. Related List (Contextual) Recommendations 2. History Attributes and History Definitions 3. Promotions
Time based Discount based
Note: we will not be going into any detail for the above components in this lesson
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Engage The Basic Relationship of the Components:

Visitor belongs to (via cookie values, session values, and/or Visitor data at login) one or more Segments Recommendation List contains list of Assets Each Asset in the List is Ranked per Segment Segment logic (i.e. what constitutes being in/out of segment) is controlled by Marketing people, not code
RESULT: Visitor sees a subset of all possible Assets based on his/her Segment(s)
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Engage The Key Thing Is Designing Your Segments FIRST

There are plenty of white papers and companies that specialize in demographic data For example, ESRIs Tapestry Segmentation divides U.S. residential areas into 65 distinctive segments based on socioeconomic and demographic characteristics to provide an accurate, detailed description of U.S. neighborhoods:

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#18 Cozy and Comfortable #19 Milk and Cookies #20 City Lights #21 Urban Villages etc
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Engage Once You Have Identified Your Segments...

then you need to figure out how to parameterize them
Do your visitors require login? Do you need to support Anonymous visitors? Is the data available somewhere already? What data can you obtain for free? (e.g. Census data) What data can you purchase from a 3rd party? What data can you glean from visitors surfing your site? (e.g. what they put into their shopping carts) And finally, what is the relationship between Visitor Attributes and your Segments?
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Engage What You Want To Recommend Per Segment?

Are you promoting Individual Articles? Groups of related Products? Are you trying to (up)sell something? Are you looking for a random result? Or just making the site smarter and more segment-appropriate for the visitor? Note: recommendations can even be used to change the look and feel of the webpages by loading different Stylesheet assets or different Layout components per segment
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Engage Segments Are Driven By 1..n Values

Those values come either directly or indirectly from the current Visitors session Visitor Attribute values (stored in the VMVistorScalarValue table) generate one or more Segments e.g. visitors year of birth = 1956
Thus, Vistor Attribute YOB = 1956 scalar is set in code Segment BabyBoomer is defined as: YOB between 1946-1961 Thus Visitors Segment is BabyBoomer And assets Rated highly for BabyBoomer will rise to the top of the Recommendation list shown to this visitor
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Engage Basic Idea: Engage Trims" an Existing List

Trims the List based on Vistor's calculated Segment(s) Visitor may belong to more than one Segment List can come from anywhere:
Recommendation (static list) Recommendation (dynamic list) Recommendation (related list) Collection (using generic dynamic recommendation) NamedAssociation (using generic dynamic recommendation) SearchState (using a generic dynamic recommendation)
Sort order is determined by the Recommendation itself

e.g. sort by Confidence e.g. sort by Rating
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Engage
Coding Can Be VERY Simple for the Developer
<vdm:setscalar attribute=YOB' value='<%= ics.GetVar(yob") %>' /> <vdm:setscalar attribute='MaritalStatus' value='<%= ics.GetVar("status") %>' /> <vdm:setscalar attribute='MedianIncome' ... <commercecontext:calculatesegments /> <commercecontext:getsinglerecommendation collection='HomepageRecommendation' varname="assetid" typevarname="assettype" /> value='<%= ics.GetVar("medianincome") %>' />
<render:calltemplate tname='FSIISummary' site='<%=ics.GetVar("site")%>' tid='<%=ics.GetVar("tid")%>' slotname="RecommendationSummary" c='<%=ics.GetVar("assettype")%>' cid='<%=ics.GetVar("assetid")%>' ttype="Template">
You will notice that the developer does not control what gets rendered The logic comes from the Engage assets maintained by the marketers No if/then/else code required!
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Engage Login NOT Required: Segments are Driven by Values Example of Anonymous segmentation:
Anonymous Visitor clicks checkout and is asked to type in their zipcode
Zipcode database is referenced that returns two values:

State Median Household Income for that Zipcode
If State = MA, then Segment = NewEnglander If MedianHouseholdIncome = $90,000, then Segment = UpperMiddleClass When the visitor gets to his/her shopping cart, an Upsell Recommendation (or Promotion), trimmed by those Segments, is presented
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Engage Advantages of Using the Static List Recommendation

Ability to set the Confidence per asset Supports Heterogenous lists Only need to set Confidence per individual assets for the Segments you are interested in (i.e. you dont need to see every segment unless you absolutely need to) You can avoid unknowndeps *IF* you specify:
Does not return children Promotions cannot override
Note: this is what AVI Sports uses

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Engage Disadvantages of Using Static List Recommendation

Yet another asset to manage Has to be manually built and each items Confidence specified individually (i.e. it is not dynamic) You may want to restrict which assettypes can go into the list, but Recommendations allow anything to be added Confidences are local to the list and cannot be shared with another Recommendation list Will generate an unknowndeps *IF* you need to specify either:
Does return children Promotions can override
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Engage Advantages of Using Dynamic Recommendation

Supports any kind of list whose name is "AssetList", whose columns are assettype and assetid, and whose children are flex assets Supports Heterogenous and Homogeneous lists Asset Ratings are global and thus available to all Dynamic Recommendations Very flexible. Very powerful. Very dynamic Can also be used to trim existing Named Associations, Searchstates, etc.
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Engage Disadvantages of Using Dynamic Recommendations Generates an unknown dependency which will affect caching and publish frequency Cannot specify Confidence to further refine the rendered results thus you are limited to Ratings only to control the behavior of lists Requires assets to be rated individually (or via parents) but this should also be considered an advantage
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Engage Dynamic Recs: Using Parents To Bin" Ratings:

Ratings do not need to be set at the child level They can be set at the Parent level also Thus, in a simple structure, all children of the Dell category would receive the same rating However, it gets complex when a flex child might inherit multiple ratings from different parent types
e.g. Dell (MFG category) GeekUsers Rating = 60 e.g. Laptop (PROD category) GeekUsers Rating = 99
Somewhat hard to audit since such inherited/calculated ratings are not shown anywhere in the GUI
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Engage Rating = 100: A Very Special Condition

If any asset in the list has rating=100 for any matching segment, then it "wins" and only other assets also with 100 will be rendered Even assets with Rating=99 will not be shown! Example:

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ProductA has segment1=100, segment2=99 ProductB has segment1=97, segment2=98 VisitorA belongs to both segment1 & segment2 only sees ProductA VisitorB belongs to only segment1 only sees ProductA VisitorC belongs to only segment2 sees ProductA & ProductB
Engage Rating = 0: Another Very Special Condition

If any asset in the list has rating=0 for any matching segment, then it will never show even if it has a different rating in another segment that the visitor belongs to It even wins over rating=100 in another segment!
Example:
ProductA has segment1=0, segment2=99 ProductB has segment1=97, segment2=98 VisitorA belongs to both segment1 & segment2 only sees ProdB VisitorB belongs to only segment1 sees nothing (or whatever was specified in no segment applies) VisitorC belongs to only segment2 sees ProductA & ProductB
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Engage Design Considerations:

Generally: If you use Static List Recommendations, typically use Sort by Confidence rather than Rating
If you use Dynamic List Recommendations, typically use Sort by Rating since there is no Confidence
In both cases: take extra care with Rating=100 or Rating=0 as these values "dominate everything" Besides Confidence and Rating you can also sort instead on Attributes: e.g. Year, Price, etc.
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Engage Other Considerations:

Rating assets individually can be tedious
Rating assets per parent makes more sense, but be aware the effect of "dilution"
e.g. setting a single parent to 99 might only change the child by a small margin (if it has many possible parents, each of which contributes to the overall calculation)
This is why Static List Recommendations were invented: you only need to set Confidence for what you need. Ratings trim the list, Confidence biases the list.
Confidence is NOT diluted. Thus it tends to win
Downside is that you cannot globally set a Confidence for an asset it needs to be set for each Static List Recommendation it appears in
96
Engage Other Considerations (cont.)

RANKING* is yet another hidden feature of CS Engage
Calculated Rank = (Avg. Rating) * Confidence
Used for primarily for returning a single asset via the getsinglerecommendation tag Example of a getrecommendations list (sorted by Rating):
1. 2. 3. XXX (avg. rating=60, confidence=80) YYY (avg. rating=50, confidence=100) ZZZ (avg. rating=40, confidence=90)
However, getsinglerecommendation will return YYY Why? * Not documented as such
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Engage Other Considerations (cont.)

Subtle differences between getrecommendations and getsinglerecommendation tags getrecommendations returns a list of assets that is sorted by the Recommendation asset itself
e.g. sort by Confidence e.g. sort by Rating e.g. sort by Attribute The asset with the highest (or lowest) sort value rises to the top
getsinglerecommendation returns a single asset determined by its rank = (avg. Rating) * Confidence
Sort criteria dont figure in determining which asset is returned
In other words: they behave quite differently

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Engage Out Of Segment Confidence = None%

You will notice that for Static List Recommendations, there is an option for setting the Out Of Segment Confidence The default value is None% (which is *NOT* like the default 50 used for a null Rating). It literally is null.
But if you specify any non-zero % value, then that assets behavior when there is no segment is equivalent to setting a Rating = 100
In other words, usage of this field dominates and ONLY those assets with non-None/non-Zero % values will be rendered when there are no segments Yup, it can get complicated!
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Lesson: Implicit Segmentation Step 2: Using ClickStamp History Attributes

Please make note of the default content on the AVI Sports Home Page Go to the Features section and click on the two "Andre Agassi" stories in Featured Articles list a few times
Now go back to the homepage you should see Agassi-biased content being rendered
How it works: the system keeps track of how many times you hit any tagged page by logging the ClickStamp (TagTracker) history attribute (def) into the db via a call to the SEUtils/History/RecordHistory element from /Layout Find the segment Likes Aggasi and explain how it works Note: This solution would probably not scale in the real world
100
Lesson: Explicit Segmentation Step 3: Using ClickStamp History Attributes

Login to the AVI Sports site with username/password of nancy/fwdemo1234. Navigate back to the home page to see her segments targeted content (i.e. Women Agassi Fans) How it works: when nancy logged in her visitor attributes identified her as Gender=Female and her ClickStream identified her as an Agassi Fan. Since she met both criteria, her 2nd segment was Women Agassi Fans Inspect the Home Articles Recommendation and describe how it works (note the ranking of the mere Likes Agassi segment why are the numbers lower?)
101
Engage Summary
Engage is a powerful set of tools and features The hardest part is designing your Segments FIRST!
Segments must be appropriate to your line of business and types of visitors Too many Segments is bad (i.e. hard to manage) Too few is bad also Simple Segments like Male/Female are hardly worth the effort Allocate enough time for a proof-of-concept to workout the details
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Engage Summary (cont.)

The 2nd most time-consuming part is dealing with how to register (and manage) your visitors, how to (efficiently) store their visitor data, and how to set/read/expire cookies (or session vars) for when they arent logged in
Coding the rendering of recommended assets using the commercecontext tags is SIMPLE!
Caching is essential for any web application but can be tricky (or even impossible) to design an optimal strategy for complex segmentation requirements Other features like History Attributes and Promotions are considered advanced topics they add to the richness of Engage
103
For More Reading About Engage

csAdministrator_76
Appendix, Visitor Tables (Engage)
csDeveloper_76P1
Part 3, Chapter 11, Engage Subsection Part 7, Chapters 39-42
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13:30 14:00 GADGETS/COMMUNITY/MOBILITY
105
Gadget Server Features

Allows Site Visitors to
Customized Dashboard
Allows customers to
Create gadgets from WebCenter Sites Contents Publish Gadgets in external repositories (i.e. iGoogle) Deploy as Single Gadget
106
Gadget Server Administration

Allows Administrator to
Create and administrate gadgets repository Deploy dashboards or Single Gadgets
107
Gadget Server Deploying Gadget Server Tags

Gadget Server features can be enabled on a page using by using GaS TAGS GaS Tags are JavaScript based GaS Admin generates the required code Developers only need to cut & paste the required TAGS on the templates
108
Community Server Features

Allows Site Visitors to
Comment on Articles Review & Rate Products Flag Comments/Reviews Polling (CoS 1.5) Blogging
109
Community Server Administration

Allows Administrator to
View all comments & reviews Edit comments & reviews Set if anonymous users can comment/review Moderate Comments & Reviews Set Approval Rules (Auto/Manual) Set restricted words Set black/while list of visitors
110
Community Server Deploying Community Server Tags

Community Server features can be enabled on a page using by using CoS TAGS CoS Tags are JavaScript based CoS Admin generates the required code Developers only need to cut & paste the required TAGS on the templates
111
Supported Platforms
OS - RedHat Enterprise Linux 5.0 Database Oracle 10g R2, 11g Uses Apache Web Server (installed with product) Requires domain (server) and subdomain (UI) Installation
Download specified lampp package. Run install.sh Installer prompts:
Install type Development instance (installs Admin UI & Mobility Server) or Production instance (No UI, only Mobility Server) Content Server domain, user, and password Mobility server domain & subdomain.
Package includes mobile assets & templates

Image carousel, header, footer, list, detail, etc
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Deployment Architecture
There is a Mobility Server instance per Content Server. Mobility Server has a server component and a UI component used for the WEM UI (admin server is only on the development instance). Mobility Server includes a database component used for the Cache and Device Detection Database. More details on next slide.
113
Flow
1. Mobile device makes connection to site and is redirected to Mobility Server to serve request 2. Mobility Server detects the device model of the incoming device.
3. Mobility Server calls Content Server to get the siteplan (via custom REST call)
4. Mobility Server calls Content Server to get cids of content used in web page (via custom REST call) 5. Mobility Server calls appropriate php template (based on asset type) to render page. REST calls are made to Content Server to get actual content (e.g. list of articles or article detail) 6. Mobility Server sends markup to device.
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Concepts
Device family device family represents a group of devices with similar layout characteristics (e.g. screen size, touch type, etc)
3 families ship out-of-the-box: touch, basic, smartphone A set of php templates have to be created per asset type (article, product, detail, list, etc) per device family Php template renders the asset type OOTB sample templates come with installation
Mobility Server Controller makes custom REST calls to Content Server to get site plan and page content (via jsps described on next slide)
Mobility Server Controller makes REST calls to get actual content (e.g. article) and places content into object accessible by php templates.
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ALTERNATIVES????
Same code as WebCenter Sites Can use Personalization Can use PageLayout
Can use Insite Editing

What about Location based services? -> HTML5
Mobility Server -> supports thousands of devices

JQueryMobile/others -> only new devices and what about roadmap?
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14:00 15:00 COMIDA
117
15:00 17:00 TALLERES TCNICOS DESARROLLO
118
Definition of a new Page Layout Create new Page subtype (Workshop) Create new Page template for the previous subtype (WorkshopDetail) Use ContentServerExplorer to edit the template and add some slots to be PageLayout ready Create a new Page asset (write something at Description), with Workshop subtype and place it in SitePlan (category public and template /Layout) Preview your page and change to PageLayout mode
119
Definition of a new AssetType

Create different asset attributes:
StudentName String StudentLastName String StudentCompany String StudentPhoto Blob (ImageEditor as AttrEditor) StudentBio Text (FCKEditor as AttrEditor and allow embedded links) StudentBirthday Date (DatePicker as AttrEditor) StudentCV Asset Document (PickAsset as AttrEditor)
Create new Parent Asset Type (StudentCat) Create new Asset Type (Student) Create new Asset Definition (Student) Create StartMenu items (new and search) for AssetType Student
Enable the new AssetType in our Site (FS)

Add AssetType to Assets TreeTab Create several assets of Student (all of you)
120
Template for Content Display

Building of two Templates (Detail & Summary) to Display the previously created Asset Type For relationship attributes (StudentCV), discover the reusability of other Asset Type Templates.
Preview the Content in those two templates (independently from the site)
121
Template for Content Display (Suite) Using Page Layout place the asset within the Site using Summary Template. Click on the link to view the Student Detail.. Opppps BONUS: Why the detail is not displayed????
Build the associated Container template (you can copy the ArticleCat Container Template)
122
Insite Editing Add insite editing capabilities in our Detail Template
Change to Editing mode and test it
123
Community & Gadget Server Add Community Server widgets to Detail Template
Little hard..are you able to create a gadget that displays the Students??? TRICK: look how is displayed the articles gadget
Create single gadget with the Students and place it in our Page
124
Engage
Create new Asset Attribute (VisCompany) Add the attribute to the visitor definition Create new Visitor (You)
Create new Visitor Attribute (VisCompany, category Profile type String, constraint type Enumeration and enter some values [obviously, your company also])
Create new Segment (Profile rules, VisCompany equals [your_company]) Create new recommendation (type recommendation, static list), add several contents to no Segment Apply and add your Segment to recommendation and select your preferred contents. Go to preview PageLayout Search your recommendation Place it (Summary Template), save and preview Now, if you do login with your Visitor, you can see your Custom view BONUS: Investigate why it works automatically if we created a new Attribute. TRICK: follow the flow.
125
LTIMO PASO: RECURSOS
126
Documentation Downloadable from Support

v7.6 Admin Guide (pdf) v7.6 Developer Guide (pdf) v7.6 CS Developer Tools (pdf) a.k.a CSDT v7.6 Backup and Recovery Guide (pdf) v7.6 Internationalization Reference (pdf) v7.6 CS-LDAP Integration Guide (pdf)) v7.6 Property Files Reference (pdf) v7.0.3 Delivery Systems Performance Guide (pdf) v7.5 p2 Engage Performance Guide (pdf) v7.6 JSP tag reference (html)
127
Documentation Structure
How to admin Sites How to Develop for Sites HTML Tag Ref Interesting Reading
128
Mailing list
ips-link@yahoogroups.com
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130

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Taller Avanzado WebCenter Sites

Carlos Picazo Principal Sales Consultant

2011 Oracle Corporation Proprietary and Confidential

2011 Oracle Corporation Proprietary and Confidential

PRIMER PASO: PRESENTACIONES

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2011 Oracle Corporation Proprietary and Confidential

Whats on the disk?

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09:30 10:00 REPASO DE FUNCIONALIDADES

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Best-in-class WCM Foundation

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Mobile Channel Enablement

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Customer Segmentation & Targeting

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Analytics for Content Optimization

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End-User Personalisation & Syndication

Gadget syndication for use on third-party Websites

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High Performance websites with Satellite Server

Distributed edge caching

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Content Integration Platform

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Copyright 2011 FatWire Corporation Under NDA

Web Experience Management

Automatic conversion & publish to Web

Test & Analyze

Publish & Deliver

2011 Oracle Corporation Proprietary and Confidential

Web Experience Management

Test & Analyze

Publish & Deliver

Understanding your results

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Web Experience Management

Drive Site Stickiness and Loyalty

Test & Analyze

Publish & Deliver

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10:00 10:30 ARQUITECTURA Y ESCALABILIDAD

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WebCenter Sites Server (WCM Foundation)

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Core WebCenter Sites Architecture

Authentication, Authorization and SSO

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Process Deadline Step Condition Finish Assignment Step Action

User Assignment 1 Delegate User Assignment 2

Abstain User Assignment 4 Deadlock Action

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Approval and Publishing

Target WebCenter Site(s) 1

Target WebCenter Site(s) 2

User approves Asset for Publishing to Destination (s)

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Search Framework & API