Publishing personalization rules | HCL Digital Experience

After developing personalization rules, you publish the rules.

Procedure

  1. To begin publishing personalization rules, you create an object in the authoring environment which describes the target endpoint. This endpoint definition is referred to as a publish server and is created and managed in a manner similar to creating and managing rules and campaigns.
    Figure 1: Creating a new publish server

    screenshot of how to create publish server

    The server requires one field, which is the URL associated with the publish servlet for that endpoint. The publish server may also define which workspace will receive publishing data. Personalization operates in the default Content Manager run-time edition workspace after installation. If the target workspace field is empty, then the publish server uses the default workspace. (You need to set the workspace field if you are configuring scenario three described previously.)

    The last option is whether or not to delete remote objects that have been deleted on the local system. The default is Smart Delete, which simply removes items that are no longer present. If you do not have delete permission on the remote server you could select the Leave deleted resources on server option.

  2. After you create a publish server, you can publish either the entire workspace or a set of objects within it. You specify either of these options by selecting the More Actions > Publish submenu
    Figure 2: Start a publish job

    screenshot of starting a publish job

    The Publish page displays what will be published. This page requires the user to choose a destination publish server and any necessary authentication information. If the remote system is secured and is not a member of the current server’s Single Sign-On domain you can enter a user name and password in the provided fields. The values for user and password are stored in the HCL Portal credential vault and are not accessible to any other user.

  3. Finally, click Publish to launch the publish job.
    Figure 3: Publish page

    screenshot of publish objects

    If the local system is able to locate and authenticate with the remote publish server, you are returned to the main navigator view, and you see the Personalization message EJPVP20001I. Then, the publish job runs as a background process on the local server.

  4. Click the View the details of this job link to open the publish status window to see information about the progress and success or failure of the publish job.
    Figure 4:

    screenshot of personalization navigator