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Getting Started

In this section:

Please note the following:
The 2020.1 release of Personalization Operations supports additional languages, namely Chinese (traditional and simplified) and Japanese. To activate these versions of the software, select the required language from the drop-down box at the top of the screen.

If you used an earlier version of the software, you need to refresh your browser's cache so that the drop-down box appears. From the Personalization Operations console 2020.1, press Ctrl + F5.
The language selection drop-down box is displayed.

Installation and Access

Personalization Operations is installed with the Personalization Server and configured in the Server Configuration Portal (SCP). Once the administrator has configured the Personalization Server instance, the SCP displays the URLs where users can access the Personalization Operations web console.

By default, the URL is:

http://<server name>:<port number>
where <server name> is the full qualified domain name of the Personalization Server, and the default port is 7771. For more information, see Personalization Operations in the User Workspace Manager help.

After configuration, the administrator must authorize users to access Personalization Operations. The administrator who is installing and configuring Environment Manager and the Personalization Server has full administrator rights to add users to Personalization Operations and assign roles and Personalization Groups to them.

Once they have configured user roles, the administrator can inform users of the URL where they can access the web console.

Usually, users need to provide their standard Windows network credentials when they log in to Personalization Operations for the first time.


Task Support Desk Administrator Master Administrator
Manage backups      
for single users
for multiple users
Manage current settings      
for single users
for multiple users
View audit logs      
for user's own events
for self-service events for all Personalization groups to which the user is assigned
for all events by Support Desk users
for all events for Personalization groups to which the user is assigned as an Administrator
for all events across all other Personalization groups
View the migration status report
Use the task manager
to modify user's own tasks
to modify other users' tasks
Add and manage user roles


When you log in to Personalization Operations, the Home page displays. The features available on the Home page depend on your role.

Home (Support Desk)

In the Home page, Support Desk users can do the following:

Home (Administrator)

Administrators and Master Administrators can perform all the tasks that Support Desk users can. In addition, they can access the multi-user tasks section on the Home page. In the panel, administrators can do the following:

Home (Master Administrator)

Master Administrators can also access the User Roles page where they can manage users, user groups, and user roles.

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