Configuring personalization

This topic describes how to configure settings for the personalization feature.

Updating the geographic location database

The geographic location database included in Episerver CMS contains geographic information created by MaxMind. New versions of this database are released every month as the information is continuously updated.

To get the latest geographic information on your website, you can update the database either manually or automatically by a scheduled job.

Updating the database manually

To update the database manually:

1. Download the latest free database version from MaxMind’s website.
2. Extract the file and replace your current database version at \EPiServer\Framework\[Assembly Version Number]\Geolocation. 

If you want a more accurate version, obtain a required license database version at Maxmind.com.

Running the database update as a scheduled job

To update the Maxmind GeoIP database as a scheduled job in the Episerver CMS admin view, install the EPiServer.Extensions.GeoIPUpdate package from the Episerver NuGet feed.

Providing access for editors to visitor groups

To access Visitor Groups in the global menu, you must be a member of the CmsAdmins or VisitorGroupAdmins access groups, otherwise you are prompted to a login page. If you want editors to add, edit, and delete visitor groups, you can provide access by adding them to VisitorGroupAdmins (CmsAdmins and CmsEditors are already defined in the configuration). The following example shows how to configure access for editors with the virtualRoles element in the <episerver.framework> section in the web.config file:

<virtualRoles replacePrincipal="true">
  <providers>
      ...
      <add name="VisitorGroupAdmins" 
           type="EPiServer.Security.MappedRole, EPiServer" roles="WebEditors" mode="Any" />
  </providers>
</virtualRoles>