Creating a Site Term

You use the Site Terms Editor module to define values that are pertinent to your site. Site terms provide an easy way for you to standardize the values that are used throughout your site. You can use site terms to target products in your catalogs, content, and advertisements to site users.

In this lab, you will add the site terms, male and female. Once you have created your site terms, you will set up a user profile to include the site terms so you can later target an advertisement to those site users that match the user profile.

To create a site term

1. In Users, click Site Terms Editor.

2. In the Site Terms Editor screen, click Add.

3. In the Add dialog box, select Add a new group, and then click OK.

4. In the Attributes section, do the following:

   Use this	To do this
   Name	Type PersonalInfo.
   Display name	Type Personal Info.

5. Click Apply.

6. In the Site term structure list, select Personal Info, and then click Add.

7. In the Add dialog box, select Add a new site term, and then click OK.

8. In the Site Term Attributes section, do the following:

   Use this	To do this
   Name	Type Gender.
   Display name	Type Gender.

9. In the Terms section, click New, and then do the following:

   Use this	To do this
   Term name	Type Male.
   Display name	Type Male.

10. Click Accept.

11. In the Terms section, click New, and then do the following:

    Use this	To do this
    Term name	Type Female.
    Display name	Type Female.

12. Click Accept, and then click Apply.

13. To save the site terms and return to the Business Desk Welcome screen, click on the toolbar.

The site terms Male and Female are saved and can now be added to a user profile.

To add a site term to a user profile

1. In Users, click Profile Designer.

2. In the Profiles screen, in the Name box, select User Object, and then click on the toolbar.

3. In the Profile:User Object screen, in the Properties list, select General information, and then click Add.

4. In the Add dialog box, select Add a new property, and then click OK.

5. In the Attributes section, do the following:

   Use this	To do this
   Name	Type Gender.
   Display name	Type Gender.
   Type	Select Site Term from the drop-down list.
   Type reference	Click the ellipse button […], select Personal Info, and then select Gender.

6. Click OK.

7. In the Advanced Attributes section, do the following:

   Use this	To do this
   Active	Verify the Yes check box is selected.
   Map to Data	Click the ellipse button […] to open the Data Source Picker dialog box.

8. In the Data Source Picker dialog box, select ProfileService_SQLSource, select User Object, scroll down, and then select Custom Property1 (STRING).

9. Click OK.

10. In the Custom Attributes section, do the following:

    Use this	To do this
    Name	Select sUserAccess, and then click Edit.
    Value	Change the value to 1.

11. Click Accept, and then click Apply.

12. To save the site term with the user profile and return to the Profiles screen, click on the toolbar.

After you add a property to a profile definition, you publish your changes to your Web site.

To publish the profile changes on your Web site

1. In Users, click Publish Profiles.

2. In the Publish Profiles screen, select the site whose changes you want to publish, and then click on the toolbar.

The profile changes are updated and are available on the Web site.

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