Update a custom filter to use new rules

In Sitecore, the filters in Experience Analytics reports are based on a set of rules that you can configure in the Rule Set Editor. Rules-based personalization lets you define the conditions under which Sitecore delivers content to your contacts.

The rule set has been redesigned in Sitecore 9.0, therefore if you have upgraded to the latest version of Sitecore from any 8.x version, you must update all of your custom filters. You do this by setting and configuring new rules in the new rule set.

Every rule that was available by default in Sitecore 8.x has a new matching rule in the Rule Set Editor in Sitecore 9.0.

Because filters and rules are dependent on a segment, after you update your custom filter to use new rules, you must also redeploy all segments that use the filter with the new rule.

Important

If you do not update your custom filter to use new rules, the Reporting database cannot aggregate any visits from contacts and your reports will not show any data.

This topic describes how to:

To update a custom filter to use new rules:

  1. In the Content Editor, navigate to the Filters folder (/sitecore/System/Marketing Control Panel/Experience Analytics/Filters).

  2. Click your existing custom filter. For example, My Filter.

  3. To update the rule set, in the right pane, on the Content tab, in the Data section, click Edit rule.

    Update_a_custom_filter_to_use_new_rules-Picture_2-rId12-1599819132.png
  4. In the Rule Set Editor, in the Create rule dialog box, in the Search for a condition field, search or scroll down the list of rules to find the matching rule. Click the new matching rule.

    Update_a_custom_filter_to_use_new_rules-Picture_3-rId13-1316567613.png

    The matching rule appears in the Edit rule section.

  5. To configure the options for the rule, in the Edit rule section, click the underlined keywords of your matching rule to enter a value, choose an alternative keyword, or to choose the value.

  6. Click OK, and then click Save.

  7. To deploy your segment, on the ribbon, on the Review tab, in the Workflow group, click Deploy.

Note

You must repeat this procedure for all your custom filters.

After you update a custom filter with a new matching rule and deploy it, you must redeploy every segment that uses that filter. This is because in the 8.x versions of Sitecore, filters and segments are saved together.

To redeploy a segment:

  1. In the Content Editor, navigate to and expand the folder where you store your dimensions and segments. For example, the Pages folder (sitecore/System/Marketing Control Panel/Experience Analytics/Dimensions/Pages).

  2. Click and expand the dimension item where you store your segment, and then click the segment. For example, All visits by entry page.

    Update_a_custom_filter_to_use_new_rules-Picture_1-rId17-1162129679.png
  3. In the right pane, on the Content tab, in the Workflow section, in the State field, click the drop-down arrow, and in the Experience Analytics Segment folder, click Initializing.

    Update_a_custom_filter_to_use_new_rules-Picture_5-rId18-1148115926.png
  4. Click Save.

  5. To redeploy the segment, on the ribbon, on the Review tab, in the Workflow group, click Deploy.

Note

You must repeat this procedure for all the segments that had custom filters before you upgraded to Sitecore 9.0.