The recommendations that display in the Search Application are governed by rules.
To create a rule, you’ll need to define the following:
1. Define a trigger - The trigger conditions determines when to display recommendations. For example, the user query laptop with a hard drive < 250 GB.
2. Define the recommendation - The recommendation is a query, based on your Exalead CloudView index, that defines which items to recommend. For example, the recommendation is external hard drive > 250 GB.
3. Schedule the rule (optional)- How long and how frequently should the rule be in effect?
You can set up a rule so that it is always triggered, or you can define multiple conditions that must be satisfied to trigger the rule.
Create a rule
1. Go to the Business Console URL provided by your Exalead CloudView administrator.
2. On the menu at left, click Recommendation > Rules.
3. On the Rules page, click Add Rule.
4. In the Add Rule dialog box:
a. For Rule, type a name
b. For Page, select a target page for the recommendations.
5. Click Accept.
Specify a trigger
1. From the Business Console home page, click Recommendation > Rules.
2. On the Rules page, click the rule you want to modify.
3. On the Triggers tab, define the conditions that will launch the rule.
From the Launch rule drop-down, select one of:
◦ if any trigger matches.
◦ if all triggers match.
◦ always.
4. If you selected the if any trigger matches or if all triggers match matching modes in the previous step, click Add trigger.
◦ If you selected always, you are ready to define the recommendations.
5. Specify a trigger name, then click Accept.
6. On the Trigger Details box, click Add Condition.
7. Select the condition type, and then click Accept. Typically, your Exalead CloudView administrator will have created some pre-defined conditions. These appear at the top of the list.
8. In the Triggername: Conditions box, specify the values for the condition. Click anywhere in the box to accept these values.
Define recommendations
Now you must add one or more actions to define which items will display as recommendations. This is also where you specify the target feed, which determines where the recommendations display on the target page.
If defining conditions, you need to understand the different condition types available in Content Recommender.
Recommendation actions vs. trigger conditions
While the types and the process to create a recommendation action are nearly identical to creating trigger conditions, their purposes are different:
• Trigger conditions define when to launch a rule.
• Recommendation actions define which items to recommend.
Define recommendations
1. From the Business Console home page, click Recommendation > Rules.
2. From the Rules dashboard, click the rule you want to modify.
3. On the Recommendations tab, complete the Options box:
a. For Display feed, select the feed that will display the recommendations.
b. For Nb Results, enter the maximum number of recommendations to display
c. For Sort by, enter the field to sort by, and then choose Ascending or Descending from the drop-down to the right.
4. Define a content query. In the Actions box, click Add action.
5. Select an Action type, and then click Accept. Typically, your Exalead CloudView administrator will have created some pre-defined actions. These appear at the top of the list.
6. In the Actions box, select or specify the action values. Click anywhere in the box to accept these values.
You are now ready to activate your rule.
Activate and schedule a rule
By default, rules are scheduled to "always". You can add one scheduler per rule.
Activate a rule
1. From the Business Console Home page, click Recommendation > Rules.
2. On the Rules page, under the Status column, click Inactive. The status changes to Active.
You are now ready to schedule (optional) and test your rule.
Schedule a rule (optional)
1. From the Business Console Home page, click Recommendation > Rules.
2. On the Rules page, click the rule you want to modify.
3. On the General tab beside Scheduler, click Edit Scheduler.
4. Select a schedule type:
◦ Always (default): contains an optional start date
◦ Once: contains a start date and time and optionally an end date and time
◦ Periodic
◦ Provide a start date and time. Optional: end date and time.
Specify frequency: either monthly (for example, every 2nd and 3rd of each month) or weekly (for example, every saturday and sunday).