Personalizing a Web Page

Introduction

Introduction

Personalization is fast becoming an integral part of Web sites like iGoogle and Facebook, and organizations see personalization as a way to make their sites stickier and more engaging.

The following video introduces Personalization: http://www.ektron.com/personalization/

Ektron provides tools to let membership users personalize their experience on your site, bringing relevant information to their fingertips. By letting users add widgets, applications, and feeds to a Web site, Ektron provides a framework on which to easily build true, personalized portals.

Make Your Site, Their Site with Ektron

When membership users can choose and organize content on their digital dashboard, your site becomes their site. Everyone has different needs and preferences, and Ektron’s portal functionality lets you create a more interactive, engaging experience by giving power to the user.

How Personalization Works

On an Ektron Web site, personalized areas can have multiple tabs, letting users organize content by subject – think of tabbed browsing. Users can easily add new tabs, switch between them, and define each one as public or private. For example, a tab that displays personal financial information can be private, so only that user can see it. Each tab can have multiple columns, to further customize the view.

Ektronwidgets can be dragged and dropped into each tab. These widgets can range from RSS feeds to applets to Ektron server controls. They make it possible for a site visitor to access all information from one location, rather than using many mouse clicks to log into separate Web sites or applications.

Developers can give users access to any pre-built Ektron widgets, and even build their own widgets that talk to third-party systems to customize the way site visitors are engaged. See Also: Using Widgets and Widget Reference

Empower your Intranet ...

Building personalization into your intranet empowers employees with customization that fits their work and personal life. Widgets can range from photos, local weather, and updated news to a personal work calendar, a sales time line and tracker, or a feed to a discussion board about a new product release.

Managers can use widgets to enhance their access to their team’s information. A human resources department can update job postings on a weekly basis via a widget rather than navigating to the company’s careers site.

… and Public Facing Web Sites

Personalization revolutionizes the way visitors interact with sites, and Ektron provides the tools to make that happen. See what some organizations can do with personalization.

  • Healthcare portals have regular site visitors who desire the same information each time they visit. Enable visitors to receive allergy, fitness, nutrition, and appointment information whenever they log in – your site visitors may even save recipes to their nutrition tab.
  • Clothing store customers are fashion-minded individuals who like to view the latest styles on these Web sites. Let them view the department they always go to first with the click of a button. Clothing widgets can show what’s available in their size. This personalization will increase site traffic and sales.
  • Banking sites can let users access personal account widgets, and separate it from their business financial information. Calculator widgets can keep them on the site as they make financial decisions.
  • Schools personalize their Web site for each student and parent. Personalized portals let students have widgets such as school e-mail, personalized school calendars (with their homework, project due dates and social events), feeds linked directly to their grades, a school library search tool, and more to keep them connected and informed.

Personalization enables membership users to access information they want with the click of a button. No longer do they have to navigate all over a Web site (or sites) to find content. Ektron’s personalization functionality lets organizations create iGoogle-like interfaces integrated within content management, so that they can serve their customers and members in a more powerful and personal way, building user adoption and increasing site traffic.

Personalization versus PageBuilder pages

Personalization versus PageBuilder Pages

Personalization lets a membership user or community group member customize a single page on your site for their own use. A PageBuilder page, on the other hand, lets an Ektronuser create pages that make up your Web site.

Both page types use widgets. See Also: Widget Reference

Individual versus group personalization pages

Individual versus Group Personalization Pages

An individual personalization page is used by a membership or an Ektron user to personalize a page on your Web site. A page consists of tabs, and each tab can contain several widgets.

If a tab is private, only that user can view and edit it. If the tab is public, anyone can view it but only the signed-in user can create and edit the content.

A group personalization page is used by group members to set up a portal page that addresses that group’s unique needs. Any group member can view and create or edit the page’s content.

If a tab on a group page is private, only group members can view and create or edit it. If the tab is public, anyone can view it but only the group members can create and edit the content.

Sample personalization pages

Sample Personalization Pages

You can find examples of personalization pages in the Ektron sample sites eIntranet or OnTrek.

Individual Personalization page examples can be found by navigating to the following eIntranet location.

  • OnTrek site > Login > My Profile > Dashboard

  • Group Personalization page examples can be found by navigating to the following OnTrek location: OnTrek site > Login > ommunity > Community Groups > SelfServ HelpDesk User Group > Dashboard

Creating an individual personalization page

Creating an Individual Personalization Page

Follow these steps to create a personalization page from scratch. After you create a page, place a link to it on your site. Then, any authenticated membership user can use the page to create his own personal portal.

Widget spaces

Widget Spaces

A widget space declares which widgets a user or community group member can drop on a personalization page. You can create and modify these types of widget spaces:

These widgets appear in the personalization screen’s widget tray when a membership user is personalizing a page.

A third type of widget space, Workarea Dashboard, determines which widgets are available to users when customizing their Smart Desktop.

For example, NASCAR community group members are only allowed to drop weather and news feed widgets onto the group's personalization page. In this case, you would

  1. Create a widget space.
  2. Select only weather and news feed widgets.
  3. Sign on to Visual Studio to create the .aspx page.
  4. Drop a Personalization user control onto the page.
  5. In the control’s widgetspaceID property, identify the widget space you created in Step 1.
Steps for creating a personalization page

Steps for Creating a Personalization Page

Prerequisite:  To access this screen, you must be a member of the Administrators group

  1. Go to Ektron Workarea > Settings > Configuration > Personalizations > Widgets. See Also: Widget Reference
  2. Click the Synchronize Widgets from the Website/Widgets Folder button make sure all widgets are available.
  3. Go to Settings > Configuration > Personalizations > Widget Space.
  4. Click the Click Here to Add a Widget Space button.
  5. Enter a Title.
  6. Click the Group Space radio button if this widget space will be used for a community group personalization page.

Click the User Space radio button if this widget space will be used for a user's personalization page.

  1. Select widgets that authorized users will be able to drop onto a page.

As you select a widget, its background color change

  1. Click Click Here to Add a Widget Space.

NOTE: Remember your widget space’s ID number. You need it when setting up the Personalization user control.

NOTE: The rest of this procedure explains how to create a personal portal for a membership user. To learn how to create a portal for a community group, see Creating a Community Group Personalization Page.

  1. Open Visual Studio.
  2. Create a new Web Form.
  3. Switch to design view.
  4. From the Toolbox, drag and drop an Ajax Extensions > Script Manager control.

NOTE: If you do not see a Script Manager control, install the Microsoft AJAX Library 3.5. To do this, go to http://www.asp.net/ajax/downloads/.

  1. In the Visual Studio folder browser, open the workarea/personalization/ folder.
  2. Drag and drop a Personalization user control (personalization.ascx).
  3. Set the control’s widgetspaceid property (circled below) to the ID number of the widget space you added in Step 8.

  4. Save the Web Form.
Verify that the user is authenticated

Verify that the User is Authenticated

Your page should redirect the user to the personalization page, or use an ASP.NET panel to verify that user is authenticated.

NOTE: The asp.net panels are implemented in eIntranet and ektron Tech site.

Here is sample code.

Aspx.cs

// To check if user is logged in or not
Ektron.Cms.CommonApi IsUserLoggedIn = new Ektron.Cms.CommonApi();
if (IsUserLoggedIn.IsLoggedIn)
{
Response.Redirect(“dashboard.aspx”);
Or
pnlDashboard.Visible= true;
}
Else
{
pnlDashboard.Visible=false;
}

Aspx

<asp:Panel ID="pnlDashboard" runat="server" Visible="False">
<asp:ScriptManager ID="ScriptManager1" runat="server" EnablePartialRendering="true"> </asp:ScriptManager>
<ucEktron:Personalization ID="widgetSpace" WidgetSpaceID="1" DynamicForeignIDParameter="id" runat="server" />
</asp:Panel>
The Synchronize Widgets screen

The Synchronize Widgets Screen

Prerequisite: To access this screen, you must be a member of the Administrators group or be assigned the Widget Synchronizer role

This screen helps you synchronize widgets in your Web site’s siteroot/widgets folder with those in your Ektron Workarea. So, for example, you recently created 2 new widgets. To make them available within the Workarea, click the Synchronize Widgets from the Website/Widgets Folder button.

After you click the button, you see new widgets on this screen and other Workarea screens that let you select widgets. Conversely, clicking this button removes any widgets that you delete from the siteroot/widgets folder.

This screen also lets you edit widgets by clicking the corresponding Edit button (). For most widgets, you can change only the title and label. However, you can change a few widgets' properties. For example, you can enter or update properties of the Brightcove video widget.

How a membership user interacts with an individual personalization page

How a Membership User Interacts with an Individual Personalization Page

To access a personalization page, a membership user logs in then clicks My profile > Dashboard. Initially, the dashboard looks like this.

Inserting a tab and column

Inserting a Tab and Column

The user adds a tab by clicking the down arrow circled above and choosing Add Tab.

When creating a tab, the user must decide if it is public or private.

  • Any logged-in user can see a user’s public tab by visiting his profile and clicking Dashboard.
  • A private tab is visible only to the user who created it.
Adding columns

Adding Columns

Next, the user must add at least one column. To do this, he clicks the down arrow circled below and chooses Add Column.

Adding widgets

Adding Widgets

To add a widget, the user clicks the other down arrow (circled below), then drags and drops the desired widgets.

The selection of widgets was determined when the widget space was created. See Also: Creating an Individual Personalization Page

Creating a Community Group personalization page

Creating a Community Group Personalization Page

A community group personalization page is similar to an individual page. It lets group members customize a page’s content by dropping widgets. For an introduction to these concepts, see

Setting up a Community Group personalization page

Setting up a Community Group Personalization Page

To create a community group personalization page, follow the instructions in Creating an Individual Personalization Page, with the following differences.

  • When creating a Widget space, check the Group Space radio button.

  • When a developer creates an .aspx page and drops a personalization control, the selected Widget space must be one whose Group Space box is checked.

  • A private tab is visible only to group members.

How a user interacts with a Community Group personalization page

How a User Interacts with a Community Group Personalization Page

To access a community group personalization page, a membership or Ektron user group member logs in then navigates to the group’s personalization page. See Also: Creating a Community Group Personalization Page

Initially, a group personalization page looks like this.

Community group members work with a personalization page in the same way they work with individual personalization pages. See Inserting a Tab and Column