WCM 6.1-B: 5.3 - Adding personalized content to your Web site 

In this example information for employees based on the state they live in will be displayed. To create personalized content to display state-based information for an employee:

1.        Enable content profiling.
2.        Create a Taxonomy to store categories for each state code.
3.        Create a new presentation template for the state-based pages.
4.        Create a new authoring template for the state-based content.
5.        Create a new template map.
6.        Create content for each state's details.
7.        Create a personalization component.
8.        Reference the personalization component in a presentation template.


To enable content profiling:
1.        Edit the WCMConfigService.properties file located in the was_profile_root/PortalServer/wcm/config/ directory on the server.
2.        Ensure that the content control setting includes the "com.aptrix.pluto.taxonomy.ProfileControl" setting:

control.Content=com.aptrix.pluto.workflow.WorkflowControl,com.aptrix.pluto.taxonomy.ProfileControl
3.        Restart the authoring server.


Create a Taxonomy in the DesignLibrary to store categories for each state code:
1.        Clicks New > Taxonomy.
2.        For the Name type SateCodes and click Save and close.
3.        Click New > Category.
4.        For the Name enter a state code. For example, for North Carolina create a category named "NC". These codes must be the same as the state codes used in the stateOrProvinceName field in the HR systems LDAP.
5.        Click Save and close.
6.        Repeat this for each state.


Create a presentation template in the DesignLibrary named State-PT:

1.        She clicks New > Presentation Template .
2.        For the template name, type State-PT.
3.        Create a simple HTML table in the presentation template by adding the following code into the presentation template section.

<table width="100%" border="1"></table>
<tr></tr>
<td></td>
<td></td>
<td></td>

• Save and close the presentation template.

Create an authoring template

• Create an authoring template named State-AT in the DesignLibrary.
• Click Default Content Settings .
• Click Manage Elements.
• Add a text element named body to the authoring template.
• Go to the workflow section and select the ApprovalWorkflow from the DesignLibrary.
• Save and close the authoring template.

Map the authoring and presentation templates to each other:

• 1.        Go back to the site framework view in the ContentLibrary.
• Go to Site Areas -> Site -> MainSite
• Open MainSiteArea.
• Edit the template map and link State-PT and State-AT from the DesignLibrary.
• Save and close the site area.

Reference the body element in your presentation template

• Go back to the presentation template view in the DesignLibrary and open State-PT.
• Enter the following element tag into one of the table cells of the presentation template.

<element type="Content" context="current" key="Body"></element>

The content of the element tag will change depending on which content item is displayed.

• Save and close the presentation template.

Create a content item named State-NC in the ContentLibrary:
1.        Click New >Content.
2.        Selects State-AT as the authoring template.
3.        For the name, type State-NC.
4.        Select NC as the category in the profiling section.
5.        Type some text in the body element.
6.        Click Save and Close.
7.        Select MainSiteArea as the site area to save the content under.
8.        As a workflow is being used, this is initially saved as a draft. Go to the "My Drafts" view and select State-NC and then click Next Stage until it moves to the PublishStage.
9.        Repeat these steps for each state.


Create a personalization component in the DesignLibrary that will display a link to State-based content based on the location of the current user:
1.        Click New > Component > Personalization
2.        Name the component Current-State.
3.        Click New under the Personalization element section.
4.        The Personalization Picker opens. Create the following query:

• Select Web content
• Whose location is Content Library
• Whose authoring template is State-AT
• Whose category is exactly current Portal Users.stateOrProvinceName
• Click Save.
• Add a placeholder in Design for each menu search resultNavigator result design 1 to display links in the navigator:
  <placeholder tag="Namelink"></placeholder><br>
• Click Save and close .

Add a reference to the new personalization component in the State-PT presentation template:
1.        Go back to the presentation template view in the DesignLibrary and open State-PT in edit mode.
2.        Enter the following element tag into one of the table cells of the presentation template:
<component name="Current-State"></component>
3.        Click Save and close.

Next step: WCM 6.1-B: 6.0 Enabling syndication and using the system

Parent topic: WCM 6.1-B: 5.0 Setting up the Authoring system