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e-docs > WebLogic Platform > WebLogic Portal > Administration Guide > Administering Users and Groups

Administration Guide

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Administering Users and Groups

In WebLogic Portal, users can be visitors or administrators of your Portal.

A user can be a visitor to a portal Web site and can be granted the authority to view or use specific Web portal content and personalize their portal views.

A user can also be an administrator in WebLogic Portal. Depending on the type of authority granted, an administrator can create new portals, modify the authority of visitors and other administrators, and modify many of the attributes displayed in the portal. You can find information about the different types of administrators and their authority attributes in Creating Administrative Users.

Users are also significant in that they can be divided into Groups to provide a customized view of your portal. A Group Portal is a specific view of a portal that is defined for a given group of users. You can create multiple Group Portals within a portal Web application. Group Portals can share portal resources, such as layouts and portlets, but can be configured differently to satisfy the needs of each group separately.

Note: WebLogic Portal can use preexisting users and groups in an existing WebLogic Portal database or in an external system such as an LDAP server. If you already have users and groups established, you can skip the Creating and Managing Users and Creating and Managing User Groups subjects in this section.

This section includes information on the following subjects:

 

Before You Begin: Security for Users

This section describes the administrative users who can launch and log into the administration tools.

If you are using an external security system to manage your users, such as an LDAP server, configure the authentication security in that system. For information on integrating with external security realms, see "Adding Security to a Portal" in the Development Guide at http://download.oracle.com/docs/cd/E13218_01/wlp/docs70/dev/securty.htm.

Changing the Default Administrators and Passwords

Following are the default administrators and passwords that are created when you create a new domain. Using the procedures in this section, change these passwords to ensure administrative security, then create additional administrative users as needed.

Table 6-1 Default Administrators

User

Password

Description

system

weblogic

WebLogic Server system administrators with full privileges in the domain

weblogic

weblogic

administrator

password

WebLogic Portal system administrator with full privileges in an enterprise application, which can include multiple portals

 

 

Creating and Managing Users

This section includes procedures for creating and managing users with the User Management tools in the WebLogic Portal Administration Tools. You can also create and manage users in the WebLogic Server Console and in Group Portals.

Note: In the WebLogic Server Console, which you can log into only as a WebLogic Server system administrator, create and manage users in the Compatibility Security area.

The procedures in this section assume that you can log in to the WebLogic Portal Administration Tools as a WebLogic Portal system administrator or a portal or Group Portal administrator with user management rights. See Creating Administrative Users for more information.

This section includes information on the following subjects:

Creating Users

When you create users, those users are stored in the domain and are automatically available for all applications in that domain.

Use the following procedure to create new users:

  1. Start the WebLogic Portal Administration Tools, see Starting the WebLogic Portal Administration Tools.

  2. On the Administration Tools Home page, click the User Management icon. The User Management Home page appears (Figure  6-1).

    Figure 6-1 User Management Home Page


     

  3. Click Create on the Users bar.

  4. On the Create New Users page, enter the username and password.

    Usernames are case sensitive, and the administration tools do not allow the creation of a users "system" or "guest", as these are reserved WebLogic Server names.

    For User Type, select a profile type. The user will be an instance of this profile type. This allows the system to access explicit properties in a Unified User Profile type and ensures proper data cleanup when the user is removed.

  5. Click Create. A confirmation message appears below the page banner, and the new user appears at the bottom of the page.

  6. If necessary, create additional users on the page.

  7. Click Back at the bottom of the page to return to the User Management Home page.

Note: Unexpected results may occur if the same value is used for a user name and a group name. To prevent this, add the following system property to your start script:

-D"com.bea.p13n.RestrictSameNameForUsrAndGroup=true"

This system property prevents the creation of a user name and a group name with the same value.

Modifying and Deleting Users

This section includes information on the following subjects:

Changing User Passwords

Use the following procedure to change a user's password:

  1. Launch the WebLogic Portal Administration Tools. See Starting the WebLogic Portal Administration Tools for the procedure.

  2. On the Administration Tools Home page, click the User Management icon. The User Management Home page appears (Figure  6-1).

  3. On the User Management Home page, click the Users label.

  4. On the Search for a User page, find the user whose password you want to change by clicking the letter that the username begins with.

    Optionally, in the Username field, enter the user's name, enter a partial name with an asterisk (for example, jo*), or enter just an asterisk (*) and click Search.

  5. In the list of users that appears, click the name of the user you want.

  6. On the Users: <user> page (Figure  6-2), click Edit.

    Figure 6-2 Changing a User's Password


     

  7. On the Edit User Information page, enter the new password and click Save. A confirmation message appears below the page banner.

Changing User Properties

Users have characteristics, or properties, that are used to target them with personalized content. These properties, such as address information, employment details, personal interests, and investing characteristics, for example, appear as editable fields in the WebLogic Portal Administration Tools.

These properties and their default values are defined in the development process. For more information, see "Implementing User Profiles" in the Development Guide at http://download.oracle.com/docs/cd/E13218_01/wlp/docs70/dev/usrgrp.htm.

To change user properties:

  1. Start the WebLogic Portal Administration Tools for your application and log in. See Starting the WebLogic Portal Administration Tools.

  2. On the Administration Tools Home page, click the User Management icon. The User Management Home page appears (Figure  6-1).

  3. On the User Management Home page, click the Users label.

  4. On the Search for a User page, find the user whose password you want to change by clicking the letter that the username begins with.

    Optionally, in the Username field, enter the user's name, enter a partial name with an asterisk (for example, jo*), or enter just an asterisk (*) and click Search.

  5. In the list of users that appears, click the name of the user you want.

  6. On the Users: <user> page, the Select a property set to view for this user field lets you select a grouping of properties to view or change. Select the property set containing the user properties you want to change, and click Search.

    The properties for that property set appear on the page, as shown in Figure  6-3.

    Figure 6-3 Selecting a Set of Properties to Change


     

  7. Click Edit next to the property whose value you want to change.

  8. On the Edit Property Values page, change the value and click Save.

Deleting Users

When you delete a user from the domain, you delete the user from all applications residing on that domain, and they can no longer sign in to portals if authentication is required.

Use the following procedure to delete a user from the domain.

  1. Start the WebLogic Portal Administration Tools. See Starting the WebLogic Portal Administration Tools.

  2. If the user is a portal or Group Portal administrator, remove the user from portal or Group Portal administrative membership. Follow the procedure for Removing Portal Administrators or Removing Group Portal Administrators.

  3. On the Administration Tools Home page, click the User Management icon. The User Management Home page appears (Figure  6-1).

  4. On the User Management Home page, click the Users label.

  5. On the Search for a User page, find the user to delete by clicking the letter that the username begins with.

    You can also, in the Username field, enter the user's name, enter a partial name with an asterisk (for example, jo*), or enter just an asterisk (*) and click Search.

  6. In the list of users that appears, click the delete icon (X) next to the name of the user you want to delete, and click OK in the confirmation window.

 

Creating and Managing User Groups

Groups in WebLogic Portal provide a means for organizing users with common characteristics within a single category. Adding users to groups makes it possible for administrators to create Group Portals, which control visitor access to portal content. Groups also gives developers a single entry point for tasks such as sending bulk e-mail, setting up security, and managing group characteristics.

This section includes information on the following subjects:

Creating User Groups

To create a user group:

  1. Start the WebLogic Portal Administration Tools. See Starting the WebLogic Portal Administration Tools.

  2. On the Administration Tools Home page, click the User Management icon. The User Management Home page appears (Figure  6-1).

  3. On the User Management Home page, click Create on the Groups bar.

  4. On the Groups page, click the + icon at the bottom of the page, as shown in Figure  6-4. The Create New Group page appears.

    If you want to create the new group as a sub-group that will inherit the characteristics of a parent group, click the arrow icon next to the parent group, then click the + icon beneath that group. Users added to a sub-group are automatic members of the parent group as well.

    Figure 6-4 Creating a New Group


     

  5. On the Create New Group page, enter the group name, and click Create.

    Group names are case sensitive and cannot contain spaces or other reserved characters.

  6. Click Back at the bottom of the page to return to the Groups page, where the new group is displayed. If the new group is a sub-group, click the arrow icon next to the parent group to view the new group.

Note: Unexpected results may occur if the same value is used for a user name and a group name. To prevent this, add the following system property to your start script:

-D"com.bea.p13n.RestrictSameNameForUsrAndGroup=true"

This system property prevents the creation of a user name and a group name with the same value.

Adding Users to User Groups

To add users to a group:

  1. Start the WebLogic Portal Administration Tools. See Starting the WebLogic Portal Administration Tools.

  2. On the Administration Tools Home page, click the User Management icon. The User Management Home page appears (Figure  6-1).

  3. On the User Management Home page, click the Groups link.

  4. On the Groups page, click the name of the group to which you want to add users. If the group is a sub-group, click the arrow icon next to the parent group to display the group you want.

  5. On the group's page, click the +/- icon on the Add/Remove Users bar, as shown in Figure  6-5. You may have to scroll to the bottom of the page to see the icon.

    Figure 6-5 Editing a Group


     

  6. On the Add/Remove Group Search Results page, find the users you want to add to the group by clicking the letter that the username begins with.

    Optionally, in the Username field, enter the user's name, a partial name with an asterisk (for example, sch*), or just an asterisk (*) and click Search.

  7. In the list of Search Results that appears, select the user(s) you want to add to the group and click the arrow icon to move those users into the Group Search Results list, as shown in Figure  6-6.

    Figure 6-6 Adding Users to a Group


     

  8. Click Save. A confirmation message appears below the page banner.

  9. Click Back at the bottom of the page to return to the group's page.

Removing Users from Groups

When you remove users from a group, those users are not deleted from the domain. They continue to exist and stay members of any other groups they are associated with. You must repeat this procedure to remove users from other groups. For the procedure to delete users from the domain, see Deleting Users.

To remove users from a group, follow the same procedure for Adding Users to User Groups. When you get to the Add/Remove Group Search Results page (Figure  6-6), move the user(s) from the Group Search Results list to the Search Results list.

Modifying and Deleting User Groups

This section includes information on the following subjects:

Viewing Group Members

To view the members of a group:

  1. Start the WebLogic Portal Administration Tools. See Starting the WebLogic Portal Administration Tools.

  2. On the Administration Tools Home page, click the User Management icon. The User Management Home page appears (Figure  6-1).

  3. On the User Management Home page, click the Groups link.

  4. On the Groups page, click the name of the group you want to view. If the group is a sub-group, click the arrow icon next to the parent group to display the group you want.

  5. On the group's page, click the +/- icon on the Add/Remove Users bar (Figure  6-5).

  6. On the Add/Remove Group Search Results page, enter an asterisk (*) in the Username field and click Search.

    The Group Search Results list (Figure  6-7) displays the members of that group.

    Figure 6-7 Viewing Group Members


     

Changing Group Properties

Groups have the same characteristics, or properties, available to them as users do. Changing group characteristics is the same procedure as Changing User Properties. The difference is that you click the name of a group to change its property values.

Adding Groups to Groups

Adding groups to groups is the equivalent of creating subdirectories on a file system. In WebLogic Portal, a sub-group automatically inherits the property values of the group it is added to, and users that belong to a sub-group automatically become members of the parent group.

Creating User Groups contains instructions for adding a group to another group when first creating a group. After a group is created, follow this procedure to make it a sub-group.

  1. Start the WebLogic Portal Administration Tools. See Starting the WebLogic Portal Administration Tools.

  2. On the Administration Tools Home page, click the User Management icon. The User Management Home page appears (Figure  6-1).

  3. On the User Management Home page, click the Groups link.

  4. On the Groups page, click Edit, as shown in Figure  6-8.

    Figure 6-8 Editing a Group


     

  5. On the Change Group page, click the arrow icon next to the parent group, and click the + icon below it to add the group as a sub-group.

    A confirmation message appears below the page banner.

To move a group up to the top level, click the + icon next to Move group to top level at the bottom of the page.

Deleting Groups

Deleting a group deletes only the group, not the users in that group. When deleting a group, make sure no Group Portals are based on that group. Also, coordinate group deletion with your development team, because the group might be used in the code they have written.

  1. Start the WebLogic Portal Administration Tools. See Starting the WebLogic Portal Administration Tools.

  2. On the Administration Tools Home page, click the User Management icon. The User Management Home page appears (Figure  6-1).

  3. On the User Management Home page, click the Groups link.

  4. On the Groups page, click the delete icon (X) next to the group name, and click OK in the confirmation window.

If a group does not have a delete icon next to its name, it is a group provided by BEA that cannot be deleted.

 

Creating and Managing Group Portals

A Group Portal is a specific view of a portal defined for a specific group of users. You can create multiple Group Portals within a portal. Group Portals can share portal resources, such as layouts and portlets, but can be configured differently to satisfy the needs of each group separately.

For example, a portal can contain some portlets designated for managers and others designated for employees. You can define a Group Portal that shows only the manager portlets, and you can define another Group Portal that shows only the employee portlets. Because managers are made members of the Manager Group Portal, they can view the manager-related portlets when they log in. Because non-manager employees are not members of the Manager Group Portal, they will not see the manager-related portlets when they log in. Each Group Portal is a single administration unit that can have its own group administrator(s).

After you create user groups in WebLogic Portal (see Creating User Groups), grant these groups specific access to portals and portlets by creating a Group Portal.

You can use only one group in a Group Portal. You can, however, use a single group that contains sub-groups. All sub-groups will be considered members of the Group Portal.

This section includes information on the following subjects:

Step 1: Create a Group to Be Used in a Group Portal

To create a Group Portal, you must have a group to assign to the Group Portal. If you have existing groups, you can use one of those to define a Group Portal.

If you need to create a group for use in a Group Portal, follow the procedure for Creating User Groups, then follow the procedure for Adding Users to User Groups.

Be sure to add the users to the group that will administer the Group Portal. Group Portal administrators must also be members of the AdminEligible group.

Step 2: Create a Group Portal

To create a Group Portal:

  1. Start the WebLogic Portal Administration Tools. See Starting the WebLogic Portal Administration Tools.

  2. On the Administration Tools Home page, click the Portal Management icon. The Portal Management Home page appears (Figure  6-9).

  3. On the Portal Management Home page, click Create group portal, as shown in Figure  6-9.

    Figure 6-9 Creating a Group Portal


     

  4. On the Create New Group Portal page, enter a name for the Group Portal, and select whether you want the portal's navigation bar to be vertical or horizontal, as shown in Figure  6-10.

    Figure 6-10 Setting up the Group Portal


     

  5. To choose the group that contains the users and/or sub-groups for the Group Portal, click Browse User Groups. The Select a User Group page appears, as shown in Figure  6-11.

    Figure 6-11 Assigning a User Group to the Group Portal


     

  6. On the Select a User Group page, click the name of the group you want. You are returned to the Create New Group Portal page.

    If you do not see the name of the group you want, click the Next link at the bottom of the page, or change the number of User Groups displayed per page, as shown in Figure  6-11.

  7. Select an existing Group Portal as a template on which to base the new Group Portal. On the Create New Group Portal page, click Browse Templates, and click the name of the Group Portal you want to use as a template. You are returned to the Create New Group Portal page.

    On the Create New Group Portal page, two options appear that let you copy entitlements and group administrators from the template Group Portal, as shown in Figure  6-12.

    Figure 6-12 Options for Copying Entitlements and Group Administrators


     

  8. Click Save. You are returned to the Portal Management Home page, where the new Group Portal appears, as shown in Figure  6-13.

    Figure 6-13 The New Group Portal Appears


     

For information on Entitlement Segments, see Creating Groups to Control Page and Portlet Access and Establishing Portal Access Using Group Portals.

Step 3: Set up Group Portal Administrators

To set up administrators for a Group Portal, see Creating Group Portal Administrators.

 

Creating Administrative Users

There are four levels of administrators in WebLogic Portal, each at a lower level in the administrative hierarchy, as shown in Figure  6-14.

Figure 6-14 Administrative Hierarchy


 

This section includes information on the following subjects:

Creating WebLogic Server System Administrators

To create a WebLogic Server system administrator with full administrative rights in a domain, follow this procedure. To complete this procedure, you must have WebLogic Server system administration rights.

Creating a WebLogic Server System Administrator

  1. With the server running, launch the WebLogic Server Console. In a browser, enter the following URL: 
    http://<hostname>:<port>/console

    For example, if you are using the server machine itself, the default URL is http://localhost:7501/console.

  2. Log in as the WebLogic Server system administrator.

  3. If necessary, create the user. In the left pane of the Console, select Compatibility Security —> Users, and create a new user.

  4. Select Compatibility Security —> Groups.

  5. Click the Administrators group.

  6. In the Add Users field, enter the name of the user (the name is case sensitive) and click Apply.

The user is now a WebLogic Server system administrator.

Removing WebLogic Server System Administrators

Removing administrators does not delete the users themselves. It simply removes them from administrator group membership.

In the WebLogic Server Console, under Compatibility Security —> Groups, click the Administrators username, select the check box next to the user you want to remove, and click Apply.

Creating Portal System Administrators

To create a Portal system administrator with full administrative rights in an enterprise application (multiple portals), follow this procedure. To complete this procedure, you must have WebLogic Server or Portal system administration rights.

Creating a Portal System Administrator

  1. Start the WebLogic Portal Administration Tools. See Starting the WebLogic Portal Administration Tools.

  2. Log in as a Portal system administrator. If necessary, create the user. See Creating Users.

  3. Add the user to the SystemAdministrator group. See Adding Users to User Groups.

The user is now a Portal system administrator.

Removing Portal System Administrators

Removing administrators does not delete the users themselves. It simply removes them from administrator group membership.

To remove a Portal system administrator, remove the user from the SystemAdministrator group. See Removing Users from Groups.

Creating Portal Administrators

To create a Portal administrator with full or partial administrative rights in a single portal, follow this procedure. To complete this procedure, you must have system administration or portal user management rights.

Creating a Portal Administrator

  1. Launch the WebLogic Portal Administration Tools. See Starting the WebLogic Portal Administration Tools for the procedure.

  2. Log in as a WebLogic Portal system administrator or portal administrator with user management rights.

  3. If the user does not already exist in the system, add the user. See Creating Users.

  4. Add the user to the AdminEligible group. See Adding Users to User Groups.

  5. On the Portal Management Home page (Figure  6-13), click Edit portal administrators.

  6. On the Edit Portal Administrator Settings page, click Create New Administrator.

  7. On the Create New Portal Administrator page, select a user in the Admin Eligible Users list, and click Select User, as shown in Figure  6-15.

    You can also promote an existing Group Portal administrator by selecting that user in the Promotable Group Administrators list.

    Figure 6-15 Selecting a Portal Administrator


     

  8. On the New Portal Administrator Settings page, select the options in the Can Manage column that the portal administrator has rights to, as shown in Figure  6-16.

    As you select options, additional options are made available to set:

  9. Click Save.

When new portal administrators log in to the WebLogic Portal Administration Tools, they are taken directly to the Portal Management Home page, where they can modify only the aspects of the portal for which they were given rights.

Removing Portal Administrators

Removing administrators does not delete the users themselves. It simply removes them from administrator group membership.

To remove a portal administrator:

  1. Launch the WebLogic Portal Administration Tools. See Starting the WebLogic Portal Administration Tools for the procedure.

  2. On the Portal Management Home page, click Edit Portal Administrators.

  3. In the Portal Admins list, select the portal administrator you want to remove, and click Select User.

  4. On the Edit Portal Administrator Settings page, click Remove Administrator, and click OK in the confirmation window.

Creating Group Portal Administrators

When you create a Group Portal (Step 2: Create a Group Portal), you have the opportunity to copy the administrators of an existing Group Portal for use in the new Group Portal. If you want to set up different or additional Group Portal administrators, follow this procedure.

Notes: You must have system administration or user management rights.

Users already assigned as portal administrators cannot be assigned as group administrators with less-powerful administrative rights.

Creating a Group Portal Administrator

  1. Launch the WebLogic Portal Administration Tools. See Starting the WebLogic Portal Administration Tools for the procedure.

  2. Log in as a WebLogic Portal system administrator or administrator with user management rights.

  3. If the user does not already exist in the system, add the user. See Creating Users.

  4. Add the user to the AdminEligible group, and make sure the user is a member of the group assigned to the Group Portal. See Adding Users to User Groups.

  5. On the Portal Management Home page (Figure  6-13), click the name of the Group Portal you want.

  6. On the Group Portal Management Home page, click Edit Group Admins, as shown in Figure  6-17.

    Figure 6-17 Editing Group Administrators


     

  7. On the Edit Group Administrator Settings page, click Create New Administrator.

  8. On the Create New Group Administrator page, select the name of the user in the Admin Eligible Users list, and click Select User.

  9. On the New Group Administrator Settings page, select the options in the Can Manage column that the group administrator has rights to, as shown in Figure  6-18.

    As you select options, additional options are made available to set:

  10. Click Save.

When new group administrators log in to the WebLogic Portal Administration Tools, they are taken directly to the Portal Management Home page, where they can modify only the Group Portals and only the aspects of those Group Portals for which they were given rights.

If given user management and delegation rights, Group Portal administrators can create users and make them Group Portal administrators (using the links on the left side of the Group Portal Management Home page).

Changing Group Portal Administrators to Portal Administrators

Follow the procedure for Creating Portal Administrators.

Removing Group Portal Administrators

Removing administrators does not delete the users themselves. It simply removes them from administrator group membership.

To remove a Group Portal administrator:

  1. Launch the WebLogic Portal Administration Tools. See Starting the WebLogic Portal Administration Tools for the procedure.

  2. On the Portal Management Home page, click the name of the Group Portal containing the administrator you want to remove.

  3. Click Edit Group Admins (Figure  6-17).

  4. In the Group Admins list, select the group administrator you want to remove, and click Select User.

  5. On the Edit Group Administrator Settings page, click Remove Administrator, and click OK in the confirmation window.

 

Creating Groups to Control Page and Portlet Access

You can determine the pages and portlets visitors see in a portal by defining and using groups called Entitlement Segments. Instead of being groups of users, Entitlement Segments are groupings of characteristics, such as visitor gender, the type of browser being used, and date or time information. If visitors match the characteristics, they are automatically and dynamically members of that entitlement segment, and they can see—or not see—the pages and portlets you designate.

This section includes information on the following subjects:

Creating Entitlement Segments

  1. Launch the E-Business Control Center. See Starting the E-Business Control Center for the procedure.

    For example, to open the default portalApp project file that is created when you create a new domain, open:

     
    <BEA_HOME>\user_projects\<your_domain>\beaApps\
    portalApp-project\portalApp-project

  2. Click the Presentation tab on the E-Business Control Center Explorer window, and click New \> Entitlement Segment, as shown in Figure  6-19. An Entitlement Segment editor window appears.

    Figure 6-19 Creating a New Entitlement Segment


     

  3. Enter a description for the new Entitlement Segment.

  4. Click Edit.

  5. In the Entitlement Segment window, you can establish the characteristics that define the Entitlement Segment. If a visitor meets the conditions defined for the Entitlement Segment, the visitor is a member of that Entitlement Segment, and the visitor's access can be limited to specific pages and portlets.

    In the Conditions pane, select the type(s) of characteristics that will define the Entitlement Segment, as shown in Figure  6-20.

    The visitor characteristics and HTTP session and request characteristics are defined by developers in the E-Business Control Center in the User Profiles, Request, and Session tools on the Site Infrastructure tab.

    Figure 6-20 Setting Entitlement Segment Characteristics


     

  6. For every type of condition you select, hyperlinked text appears in the Action pane.

    Click each hyperlink to set the values for the condition. For example, when you select The visitor has specific characteristics condition and click the characteristics hyperlink, you can select the visitor characteristics that define the Entitlement Segment, as shown in Figure  6-21.

    Figure 6-21 Selecting a Visitor Characteristic


     

  7. After you select a property, click Add, and set the value of the property in the Values window, as shown in Figure  6-22.

    Figure 6-22 Selecting a Value for the Characteristic


     

  8. After you select a value, click Add. If the property allows multiple values, add as many values as you like, and select the ANY or ALL option at the bottom of the window.

  9. Click OK.

  10. Click OK in the Visitor Characteristics (or other type of properties) window.

  11. In the Entitlement Segment window, click any undefined actions and set their values.

  12. Click OK in the Entitlement Segment window.

  13. Click Save on the E-Business Control Center toolbar, and name the Entitlement Segment.

    When you click the Entitlement Segment tool in the Explorer window, the name of the new Entitlement Segment appears in the list.

  14. To use the Entitlement Segments to control which pages and portlets visitors can see, you must synchronize the entitlement segments from the E-Business Control Center to the server.

    Click the Synchronize button on the E-Business Control Center toolbar, and if prompted, log in as the WebLogic Portal system administrator.

Modifying and Deleting Entitlement Segments

Before modifying or deleting an Entitlement Segment, keep in mind that doing so will affect the Group Portals that use the Entitlement Segment.

Modifying - To modify an Entitlement Segment, select the Entitlement Segments tool in the E-Business Control Center Explorer window, double-click the name of the Entitlement Segment you want to modify, and click Edit in the Entitlement Segment window. Be sure to synchronize your changes.

Deleting - To delete an Entitlement Segment, select the Entitlement Segments tool in the E-Business Control Center Explorer window, select the Entitlement Segment you want to delete, click Delete on the Explorer toolbar, and click Yes in the confirmation window. Be sure to synchronize your change.

After you make your modifications or deletions, synchronize the data by clicking the Synchronize button on the E-Business Control Center toolbar, and if prompted, log in as the WebLogic Portal system administrator.

 

Creating Groups to Target Content to Customers

You can target visitors with Web content and campaigns by defining and using groups called Segments. Instead of being groups of users, Segments are groupings of characteristics, such as visitor gender, the type of browser being used, and date or time information. If visitors match the characteristics, they are automatically and dynamically members of that Segment and are shown the specific Web content you determine or are targeted with campaign actions you create.

This section includes information on the following subjects:

Creating Customer Segments

  1. Launch the E-Business Control Center. See Starting the E-Business Control Center for the procedure.

    For example, to open the default portalApp project file that is created when you create a new domain, open:

     
    <BEA_HOME>\user_projects\<your_domain>\beaApps\
    portalApp-project\portalApp-project

  2. Click the Business Logic tab on the E-Business Control Center Explorer window, and click New —> Segment. A Segment editor window appears.

  3. From this point forward, the procedure for creating a Segment is identical to creating an Entitlement Segment. See Creating Entitlement Segments.

Modifying and Deleting Customer Segments

Before modifying or deleting Segments, keep in mind that doing so may affect the Content Selectors and campaigns you have created.

The procedures and considerations for modifying and deleting Segments are the same as those for Entitlement Segments. See Modifying and Deleting Entitlement Segments.

 

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