Migrating User Segments

In Audience Targeting, a user segment represents a subset of users. A user segment is defined by one or more rules that users must match to belong to that user segment. In Liferay DXP 7.2, segments work in a similar way, but they are defined by criteria instead of rules. Segment criteria are sets of fields defined by different user actions or properties (profile information, organization information, session information) that can be combined through operations (like equals, not equals, contains, not contains, greater than, and less than) and conjunctions (AND, OR) to define complex filters.

Due to the similarities between Audience Targeting user segments and Liferay DXP 7.2 Segments, certain data can be migrated automatically as part of the upgrade process.

Upgrade Process

As a result of the upgrade process,

  • All Audience Targeting User Segments appear under the new Segments administration in 7.2, with the same name.
  • For every segment, those Audience Targeting rules with an equivalent in Liferay DXP 7.2 have been migrated into the corresponding criteria fields (see Table below).
  • Audience Targeting tables have been removed from your Liferay DXP Database.
Audience Targeting RuleLiferay DXP 7.2. Segment Criteria FieldUpgrade Path
BrowserBrowserAutomated. Use user agent field with contains operation as an alternative
Custom FieldCustom FieldAutomated
Last Login DateLast Sign In DateAutomated
Organization MemberOrganizationAutomated
OSUser AgentAutomated
Previous Visited SiteNot AvailableAutomated
Regular RoleRoleAutomated
Site MemberSiteAutomated
User Group MemberUser GroupAutomated
AgeNot AvailableSuggested: custom field
Facebook (various)Not AvailableSuggested: custom field
GenderNot AvailableSuggested: custom field
Score PointsNot AvailableSuggested: cookie
Visited Page/ContentNot AvailableSuggested: cookie

Here’s an example user segment as it would appear in Audience Targeting for Liferay DXP 7.1:

Figure 1: A Liferay DXP 7.1 Audience Targeting Segment.

Figure 1: A Liferay DXP 7.1 Audience Targeting Segment.

And here is the same segment migrated to Liferay 7.2:

Figure 2: A Liferay DXP 7.2 Segment

Figure 2: A Liferay DXP 7.2 Segment

For those Audience Targeting rules without a direct equivalent, a manual migration is required. If you have any these rules, you can learn about your next steps in Manual Migration.

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