Adaptive User Experience can be defined as tailoring the user experience in order to better match the interests of the end user. This can have a great effect on user experience and the behavior. SharePoint Server 2013 provides the framework to target content to specific user groups on your SharePoint 2013 site, depending on certain attributes of end-users, for example gender, geography, demography, or referral links. Groupings of such user attributes are known as user segments. This demo based session will walk you through how to implement user segmentation with SharePoint server side solution and client-side JSOM solution.

2.  What is Adaptive Experience?
 Adaptive User Experience can be defined as tailoring the
user experience in order to better match the interests of
the end user. This can have a great effect on user
experience and the behavior.
 What is User Segmentation?
 User segmentation is the strategy of identifying and
grouping of targeted set of users based on certain user
properties.
 Users can be identified and grouped based on properties
like geography(region, country, states) or
demography(age, gender, etc).
 Segmentation can be of any type based on the criteria
such as referral links or browser type.

3.  Advantages
 Gives marketers the advantage of identifying niche
populations to effectively sell a product, idea or message
 Some use cases
 Displaying different news articles on a page based on
region/country
 Display different advertisements targeting user’s age
group.
 Promote search results based on user preferences.

4.  Query Rules
 Helps Search service application administrators, site
collection administrators, and site owners configure
search to respond to the intent of users.
 There are two main things to consider:
 Conditions : The conditions specify when the rule will be applied
 Action : The actions specify what to do when the rule is matched
 Managed metadata
 Hierarchical collection of centrally managed terms that
you can define, and then use as attributes for items in
SharePoint Server 2013.
 Term : A term is a word or a phrase that can be associated with an
item.
 Term set : A collection of related terms

5. Australia Query Rule
USA Query Rule
High Level Architecture of User Segmentation
The attempt is to match the value of the chosen attribute of the user to the value of the
Term defined as a ‘User Segment’ which is connected to a Query Rule. The Query Rule
will get executed if the condition is met.
Country:
Australia
Country:
USA
2
Custom
WebPart
1
3
1. User makes a request to SharePoint 2013 page
2. Custom Content by Search web part determines the user segment, location in this
case, by inquiring the user profile of the current user.
3. Web part will issue a request with the user location as part of the query request
the search system.
4. SharePoint search will execute the corresponding Query Rule(s) for the location
and send the results back to the web part based on the query rule action .
4

6. High Level Steps Involved in Implementing…….
1) Setup User
Segmentation
TermSet in
MMS
2) Setup Query
Rules in Search
Services
4) Deploy and
Configure the
Custom WebPart
3) Develop Custom
WebPart by extending
ContentBySearchWebPart

7.  Demo

8.  Setup MMS
a) TermSet is created to define User Segments
 ‘User Segments’
b) Term will be created to represent each user segment category
 Create ‘Country’
c) User segment values created under the segment category
d) Each term should have unique id

9.  Setup Query Rules for each segment
a) After naming the query rule, attach a user segment to the rule
b) In ‘Add User Segment’ pop-up page give a title and click ‘Add user
segment term’ link to open the Taxonomy page
c) At this point, you can configure the query rule based on the result that
you want to deliver to the user

10.  Develop custom WebPart
a) Create a new custom web part by extending ContentBySearchWebPart
b) Implement OnLoad method to intercept request and modify the query
parameters before the query results serialized to the client
c) Modify the query by changing DataProviderScriptWebPart
a) Implement ‘GetUserCountrySegmentTerms() method to retrieve unique
ids of the terms that match the user profile property value

11.  Deploy and configure WebPart
a) Deploy the web part feature in the farm
• Deploy the solution with PowerShell or SharePoint central admin page
b) Configuring the WebPart by changing the web part properties
• Configure the ‘Settings’ section as follows
• Change the query results provider to it-self in the ‘Settings’ section
• Change the result table to ‘SpecialTermResults’
• Change the display template as per the results returned by the query rule
• Change the property mappings as per the results returned by the query
rule(you may need to develop a custom display template for more advance
query results)

12. NEW JERSEY SHAREPOINT USER GROUP
• Different SharePoint discussions each
month on various topics. Announced on
meetup.com
• Meets 4th Tuesday of every month
• 6pm – 8pm
• Microsoft Office (MetroPark)
• 101 Wood Ave, Iselin, NJ 08830
• http://www.njspug.com

13. THANK YOU
EVENT SPONSORS
• Diamond & Platinum sponsors
have tables here in the Fireside
Lounge
• Please visit them and inquire
about their products & services
• Also to be eligible for prizes
make sure to get your bingo card
stamped