Thursday 4 May 2017

Personalization in AEM 6.3

Personalization in AEM 6.3 - Basic Configurations

In AEM 6.3 personalization works based on Experience, Activities and ContextHub. Let us see how can we test a basic Personalization in AEM 6.3. AEM 6.3 configuration is almost same as in AEM 6.2.

Below are the steps to create personalization in Latest AEM.

  • -Add and configure ContextHub Segments
  • -Create a Brand and related Activity, (We need to select ContextHub as Engine and create its Experiences from the new segments);
  • -Add targets and relevant personalization components for each Experience.
  • -Configure the targeted component to use ContextHub as Engine;
  • -Test the configuration

Programmatic personalization
Create personalization in older version of AEM

Watch the AEM 6.3 Personalization video here

Let us create a sample personalization component in 'We.Retail' site. We.Retail is a demo site pre configured in AEM 6.3.

Once we open a We.Retail page we can see the  Targeting option as below. By default BRAND is selected as 'Geometric Outdoors'.



To create our own activity for the selected brand, click on the '+' symbol as shown below . In the new activity form  Enter a name (For eg:'My Target') and select target engine. (Context Hub is selected to ensure we are using our own segmentation from AEM). We can also use Adobe Target configuration to create personalization.



Once new activity is created, select the activity as shown below.



Now in Targeting mode, click on 'Start Targeting', A default experience will be always enabled. Now add new experience by clicking on  '+ Add Experience Targeting'



Select the Context Hub Segments which you have created referring Previous post. Basically we have one male(Test Male CH) and one female(Test Female CH) ContextHub segments created as experience.




Now author an image component in empty area of the page.



Right click , select Target, so that the component is enabled for target.



Now right click and  select Experiences,



Once you select the 'My Target', you can see all configured experiences appearing.( We can disable any of them in case they are not needed.)



Now go back to targeting mode, start targeting, select the component and select the experience to be updated. Click on 'add offer'.



Select the new image to be appeared on the corresponding experience. Click 'Next' for 'Create', 'Target', 'Goals & Settings' and save the Targeting.



We are done with our targeting configuration.

Testing the configuration:

Now click on preview select the user/ Persona and change for male and female.



Once male user is selected from PERSONA



Once female user is selected from PERSONA




We can test the persona, Geo-changes using Client context also.

Above post is an updated version of AEM 6.2 Personalization. If interested in seeing actual  AEM 6.3 Personalization, watch the video here

Related Posts:

Tuesday 2 May 2017

AEM 6.3 New features at a glance

AEM 6.3 New features at a glance

Adobe has release 6.3 version which is termed as a Minor Release, with general availability date April 26, 2017. AEM 6.3 is basically an upgrade to AEM 6.2 code base. JCR version used in current version is Apache Jackrabbit Oak 1.6.1. Quickstart uses Eclipse Jetty version 9.2.19.

What is fresh in AEM6.3 ?
  1.     Enhanced functionality
  2.     Customer Fixes
  3.     High priority customer enhancements
  4.     general bug fixes for product stabilization
  5.     Also includes feature pack, hot fix, and service packs
Here we have listed the new features for quicker understanding.


Assets

  •     Search Boosting with Asset Metadata
  •     Advanced Configuration f Multi Value And Tag Search Predicates
  •     Comparing Assets using Review Task Compare
  •     Check-in/ Check-out assets with the AEM Desktop app
  •     Introduction to smart Tags
  •     Using Annotations in Assets
  •     Asset Tempates
  •     Dynamic Media Color Management
  •     Custom Video Thumbnails
  •     Non Flash Dynamic Media Player
  •     Dynamic Video Viewer Enhancements 

Sites

  •     Enhancements to Content Fragments
  •     Introducing Experience Fragments
  •     Touch UI Authoring Improvements
  •     Template Editor Enhancements
  •     Blueprint Configuration Manager Touch UI Interface
  •     Mixed Media Content Fragments
  •     Activity Map Integration
  •     Timewarp
  •     Live Copy Touch UI Interface
  •     Translation of AEM Content Fragments
  •     New Communities Features

Projects and Collaboration

  •     Calendar with AEM Projects
  •     Calendar with Inbox
  •     Project Masters

Platform

  •     Online Revision Cleanup
  •     New SSL Wizard
  •     Sling Model Exporters
  •     Sling Dynamic Include

Forms

  •     User Profile Integrations
  •     Data Integrations
  •     JDBC Based Form Data Model
  •     Service Creation in Form Data Model


Related Links
Brands in AEM-Personalizaton 
AEM-Personalizaton
Client Context
ContextHub  

AEM 6.3 New Features which a developer should be aware of

AEM 6.3 New Features Which a developer should be aware of..

Adobe has release 6.3 version which is termed as a Minor Release, with general availability date April 26, 2017. AEM 6.3 is basically an upgrade to AEM 6.2 code base. JCR version used in current version is Apache Jackrabbit Oak 1.6.1. Quickstart uses Eclipse Jetty version 9.2.19.




What is fresh in AEM6.3 ?
  •     Enhanced functionality
  •     Customer Fixes
  •     High priority customer enhancements
  •     general bug fixes for product stabilization
  •     Also includes feature pack, hot fix, and service packs
Release Notes: Read here

New things for administrators.
The latest AEM 6.3 introduces support for below operating systems and servers
  • Server OS
           Microsoft Windows Server 2016
  • Application Server
           IBM WebSphere version 9.0
           IBM WebSphere Server Continuous Delivery (LibertyProfile) with IBM JRE 1.8
 
Useful new features for developers are listed below based on the developer priority.

Content Repository Changes:
  • A new TarMK format is used in 6.3 which ensures optimized runtime and maintenance performance. Ensure if we are doing a release upgrade, the existing Tar files to be rewritten to the new Oak Segment Tar file format to comply with AEM 6.3.
User Interface Enhancements:
  • In AEM 6.3 the user interface has been fully transitioned to the Web Component based Coral 3 UI framework(To comply with 2017 Adobe Marketing Cloud UI design). Classic UI is still available but majority of the touch UI entry points for classic UI are disabled considering Adobe's plan to deprecate the Classic UI in AEM in April 2018.
Security Improvements:
  • Quick start install through command line asks user to setup admin password, so that default password in not in use.
  • For https access of AEM, an SSL setup configuration has been added now in 6.3
  • Now store all OSGI configuration properties in a protected encrypted form instead of plain text.
  • Cross-Origin Resource Sharing can be configured for separate policies(for different origins) and resource paths.
  • OAuth level enhancements for token authorization.
  • All closed user group operations are now more scalable, reliable, and faster with AEM latest version.
Scalability Additions
  •  To accelerate usage of AEM UI and content from author instance in a secure way, AEM 6.3 prompts usage of CDN's.
Upgrade related improvements
  •  Basically the upgrade process is much quicker now, with multiple automated processes.
  •  Pre-Upgrade Compatibility Checks are now faster.
  •  Pre-Upgrade Maintenance Optimization now uses Java Management Extensions(JMX) which allows for automation of methods.
  •  Post-Upgrade Check Automation now scan for errors after installation.
Projects and workflow Improvements
  •  Projects section provides a calendar view of projects. Also we now can quickly create projects reusing team structure.
  •  Workflow inbox are organised with calendar view which allows to search and filter tasks.
Page, Components and Template Editor Changes
  •  AEM 6.3 features various refinements, improved loading speed and smarter reloading.
  •  In 6.3 the Core Components are open source and distributed via GitHub, so a better distribution environment, ability for implementation partners and customers to contribute back.
Content & Experience Fragments
  •  Content Fragments allow working on text based content out-side the context of an experience.
  •  Experience Fragments allow to manage sections of experiences that can easily be reused and distributed.
Adobe Experience Cloud Integrations
  •  3rd party tags can be pulled through Adobe cloud integration now.
  •  The Page Editor provides a simple way to load the Activity Map, which provides a dashboard of real-time analytics to monitor audience engagement of the web pages.
MSM Add ons
  • Previous Blueprint Control Center is now replaced with new Livecopy Overview UI which provides an instant view of the status.
  • Commerce Integrations
  • Commerce Integrations made easier for some of the providers like Magento,Symphony, SAP hybris 6.x version.
Communities & Assets improvements
  •  Enhancements to Community Site management like New account management features with email-based verification, New We.Retail Community reference implementation etc.
  •  New and enhanced Assets Insights capabilities and integration like Assets Templates, better collaboration, 3D files support, Scalabilty and Performance, Search improvements.
 Dont have the AEM 6.3 Installer yet, still interested to see the UI? Please watch the video.

Related Links
Brands in AEM-Personalizaton 
AEM-Personalizaton
Client Context
ContextHub  

Friday 7 April 2017

Create Brands in AEM Personalizaton


Brands in AEM
We need to create brands for starting with Personalization.
The personalization configuration page can be opened by clicking on Adobe Experience Manager link as below.



On clicking on personalization will open further configuration for audiences, offers, activities.



Links to create audience, offers, activities.

Audiences: http://localhost:4502/libs/cq/personalization/touch-ui/content/audiences.html
Activities: http://localhost:4502/libs/cq/personalization/touch-ui/content/activities.html
Offers: http://localhost:4502/libs/cq/personalization/touch-ui/content/offers.html


Now let us see how to create brands

Both activities/offers help to create a new brand.



Once we are in activities/offers, click on create, Create Brand below screen appears.



Enter the Brand title and relevant tags, click on create.



Now we have a new brand created.



Under the new brand we have options to create Folder or Offer, Area, Area As Live Copy.



Based on the requirement we can now create any levels of various personalized content this way.

Related Posts:



Personalization in AEM 6.2 and later

Personalization in AEM 6.2

In AEM 6.2 personalization works based on Experience, Activities and ContextHub. Let us see how can we test a basic Personalization in AEM 6.2.

Below are the steps to create personalization in Latest AEM.

  • -Add and configure ContextHub Segments
  • -Create a Brand and related Activity, (We need to select ContextHub as Engine and create its Experiences from the new segments);
  • -Add targets and relevant personalization components for each Experience.
  • -Configured the targeted component to use ContextHub as Engine;
Programmatic Personalization: Previous Posts
Programmatic personalization
Create personalization in older version of AEM
Watch the Personalization video here

Let us create a sample personalization component in Geometric site.

Once we open a Geometric Outdoors page we can see the  Targeting option as below. By default BRAND is selected as 'Geometric Outdoors'.



To create our own activity for the selected brand, click on the '+' symbol as shown below . In the new activity form  Enter a name (For eg:'My Target') and select target engine. (Context Hub is selected to ensure we are using our own segmentation from AEM). We can also use Adobe Target configuration to create personalization.



Once new activity is created, select the activity as shown below.



Now in Targeting mode, click on 'Start Targeting', A default experience will be always enabled. Now add new experience by clicking on  '+ Add Experience Targeting'



Select the Context Hub Segments which you have created referring Previous post. Basically we have one male(Test Male CH) and one female(Test Female CH) ContextHub segments created as experience.




Now author an image component in empty area of the page.



Right click , select Target, so that the component is enabled for target.



Now right click and  select Experiences,



Once you select the 'My Target', you can see all configured experiences appearing.( We can disable any of them in case they are not needed.)



Now go back to targeting mode, start targeting, select the component and select the experience to be updated. Click on 'add offer'.



Select the new image to be appeared on the corresponding experience. Click 'Next' for 'Create', 'Target', 'Goals & Settings' and save the Targeting.



We are done with our targeting configuration.

Testing the configuration:

Now click on preview select the user/ Persona and change for male and female.



Once male user is selected from PERSONA



Once female user is selected from PERSONA




We can test the persona, Geo-changes using Client context also.

Watch the video here

Related Posts:

ClientContext in AEM

The Client Context holds dynamic user data. Content Targeting works based on Client Context. Various user aspects can be used to target specific people and this data comes from Client Context. Client Context data can be used for analytics and other usage in a page using Javascript. Touch UI uses Context Hub instead of Client Context.



Client Context works based on below aspects:

The session store: Holds the dynamic user data.
The Simulation UI: Which displays the user data and assists in simulating the user experience.
A javascript API: Page can interact with session stores.

In classic UI, selecting the icon opens the Client Context as shown.

Related Posts:

Simulation examples:

We can click on the user icon as shown below and select different types of users and test the user personalization in various pages.





Now click on preview select the user/ Persona and change for male and female.



Once male user is selected from PERSONA



Once female user is selected from PERSONA


ContextHub/Segments - Audience Creation

ContextHub/Segments - Audience Creation

ContextHub is a new form(Touch based) of Segments available in previous version of AEM. The ContextHub page provides information about the default and user created stores and UI modules that have been created, the client library folders that are loaded, and links to useful pages.

Click on below link to open your local ContextHub Audience Page in AEM 6.2
http://localhost:4502/libs/cq/personalization/touch-ui/content/audiences.html

It provides grid/ list views.

Related Posts:

ContextHub 'Create' provides 2 options

  1. Create Target Audience: Helps to configure the Target Audience by selecting the Target Configuration, which is already configured.
  2. Create Context Hub Segment: A section where we can add new segments and update existing ones.


Below screen lists the segments available.


Once you click on Create Context Hub Segment, below screen appears
Enter the segment title and boost value if it has to be boosted on evaluation



Once Context Hub Segment is created, select the newly created one and edit it



Now click on the + Icon and Insert New Component,  select 'Container AND'



Again click on the newly added container AND and select 'Comparison: Property - Property'



Now the container appears as below with property null.



Now edit the property as below , so that the newly added Context Hub Segment becomes a 'male' test based on profile.



Once we select the user/persona as shown below the Segment satisfy the condition





If persona is selected as female the condition becomes un-satisfied.

Related Posts: