Personalization management

The personalization management defines a set of filters on the administration data and allows a quick extraction of the data associated with dashboards, vignettes, menu items, and personalized pages. The created format is a JSON format that can be integrated in another Syracuse repository through the import tool.

Information to be entered

On the Edit page, the information to be entered in a personalization management definition is the following:

INFORMATIONS block

Code

This mandatory information identifies the personalization definition.

Description

This mandatory information describes the personalization definition.

DASHBOARDS block

Export dashboards

If this check box is selected, the dashboards, associated vignettes, and linked menus will be exported according to the following filters.

Dashboard filter

This filter can be entered only if the export dashboards check box has been selected. It allows you to define conditions based on different fields for the dashboards. The result of the filter is displayed as an SData condition, and the modification of the filter is done by creating filters on the different properties of the dashboards (title, description, name, mobile flag, creation and update date, and user).

Setting a filter is done by clicking the Filter icon, selecting an operator (greater than, greater or equal than, less than, less than or equal, equal, not equal, start with, contains, or between), and then entering one or two values depending on the operator. When filters are set on several properties, a logical and is performed on the different conditions.

Dashboard gadget filter

This filter can be entered only if the export dashboards check box has been selected. It allows you to define conditions based on different fields for the gadgets included in the dashboard. The result of the filter is displayed as an SData condition, and the modification of the filter is done by creating filters on the different properties of the gadgets (code, title, description, applies to all applications flag, is factory variant flag, factory owner code, application, content, creation and update date, and user).

The principles for entering conditions are the same as the ones for the dashboards filters.

Export dashboard if at least one variant matches the filter

When this check box is selected, the dashboard is exported if at least a variant fulfills the extraction conditions. If this check box is cleared, only the dashboards that have all their variants which fulfill the conditions will be extracted.

The principles for entering conditions are the same as the ones for the dashboards filters.

PAGES block

Export pages

If this check box is selected, the pages and gadgets will be exported according to the following filters.

Page filter

This filter can be entered only if the export pages check box is selected. It allows you to define conditions based on different fields for the pages. The result for the filter is displayed as an SData condition, and the modification of the filter is done by creating filters on the different properties of the dashboards (code, title, description, representation, facet, device, author, author type, creation and update date, and user).

The principles for entering conditions are the same as the ones for the dashboards filters.

Page gadget filter

This filter can be entered only if the export pages check box is selected. It allows you to define conditions based on different fields for the page gadgets. The result for the filter is displayed as an SData condition, and the modification of the filter is done by creating filters on the different properties of the dashboards (code, title, description, is factory variant flag, factory owner code, creation and update date, and user).

The principles for entering conditions are the same as the ones for the dashboards filters.

Export page if at least one variant matches the filter

When this check box is selected, the page is exported if at least a variant fulfills the extraction conditions. If this check box is cleared, only pages that have all their variants which fulfill the conditions will be extracted.

NAVIGATION PAGES block

Export navigation pages

If this check box is selected, the navigation pages, modules and submodules will be exported according to the following filters.

Navigation page filter

This filter can be entered only if the export navigation pages check box is selected. It allows you to define conditions based on different fields for the navigation pages. The result for the filter is displayed as an SData condition, and the modification of the filter is done by creating filters on the different properties of the dashboards (page name, title, description, is factory flag, factory owner code, creation and update date, and user).

The principles for entering conditions are the same as the ones for the dashboards filters.

Navigation page modules filter

This filter can be entered only if the export navigation pages check box is selected. It allows you to define conditions based on different fields for the navigation pages modules. The result for the filter is displayed as an SData condition, and the modification of the filter is done by creating filters on the different properties of the navigation page modules (code, title, description, is factory variant flag, factory owner code, application, creation and update date, and user).

The principles for entering conditions are the same as the ones for the dashboards filters.

Navigation page sub-modules filter

This filter can be entered only if the export navigation pages check box is selected. It allows you to define conditions based on different fields for the navigation pages sub-modules. The result for the filter is displayed as an SData condition, and the modification of the filter is done by creating filters on the different properties of the navigation page sub-modules (code, title, description, is factory variant flag, factory owner code, application, creation and update date, and user).

The principles for entering conditions are the same as the ones for the dashboards filters.

Export navigation page if at least one module or sub-module matches the filter

When this check box is selected, the page is exported if at least a module or sub-module included in the navigation page fulfills the extraction conditions. If this check box is cleared, only navigation pages that have all their modules and sub-modules which fulfill the conditions will be extracted.

HOME PAGES block

Export home pages

If this check box is selected, the home pages will be exported according to the following filters.

Home page filter

This filter can be entered only if the export home pages check box is selected. It allows you to define conditions based on different fields for the navigation pages. The result for the filter is displayed as an SData condition, and the modification of the filter is done by creating filters on the different properties of the dashboards (page name, title, description, use current endpoint flag, is factory flag, factory owner code, creation and update date, and user).

MENUS block

Export menus

If this check box is selected, the menus will be exported according to the following filters.

Menu filter

This filter can be entered only if the export navigation pages check box is selected. It allows you to define conditions based on different fields for the navigation pages. The result for the filter is displayed as an SData condition, and the modification of the filter is done by creating filters on the different properties of the dashboards (code, title, description, link type, icon, application menu, entity, representation, action, function, key, URL, Dashboard, request name, request level, stat name, process name, process legislation, process menu, open in flag, is factory flag,factory owner code, application, endpoint, module, creation and update date, and user).

Links available

The export operation is available from the export profile definition. The following links are available:

Export personalization

This link triggers the execution for the export. A popup page opens to define the export options:

Target type

This field provides the choice between three different destinations for the export result, and allows you to enter the related information:

• The Server file creates the result file on the server. A file path must then be entered.
• The Collaboration area creates the result file in the collaboration space of mongodb. A description as well as a volume must be provided to identify how and where the document should be created.
• The Friend server sends the result of the import to a friend server that must be entered.

Beautify export

If this check box is selected, the JSON generated is beautified in order to be easily readable by a human.

Download export

This link triggers the execution for the export and downloads it. The program used to display the result of the export must be selected before the data is visible.

Schedule personalization

This link triggers the scheduling for the export. The same information entered for an export is used. An additional field allows you to select an automation to plan scheduled exports.

Appendix: format of the export

The format of the export can be found in the Administration reference Export profiles document.