Download - Nordic Sugcon xdb crash course
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Sitecore xDBA Crash Course
Todd Mitchell, @agenttmiTechnical Product Manager, Sitecore
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@agenttmi
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What is xDB?
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CRM SocialMedia
Customer SupportWebsite
POS Apps
problem
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CRM SocialMedia
Customer SupportWebsite
POS Apps
Problem ERP
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Centrally stored ExperiencesCRM Social
Media
Customer SupportWebsite
POS AppsxDB
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Model
Contact
Interaction
Web VisitPhone CallHotel Check-InEmail Opened
Outcome
Ticket PurchaseProduct PurchaseSigned Phone Contract
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Part 1
xDB Platform Architecture
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⁞Server RolesContent Delivery
Content Authoring
Processing ReportingCollection
Experience Management
Experience Database
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InfrastructurexDB
Processing Server
Reporting Server
Search Index
Reporting Database
MongoDB
Content Delivery Cluster
Session State Server
(Sql or Mongo)
CD 1 CD 2 CD 3
Content Authoring
Content Authoring 1
Content Authoring 2
Session State
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Infrastructure – Content Delivery
Content Delivery
Session State Database
Tracker
Content Delivery
Tracker
Content Delivery Cluster
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SharedContact
PrivateInteraction
CollectionDatabase
Goal
PagePage
Contact (if exists)
Tracking web sessionsDelivery Cluster Session
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key behavior cache
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New!8.1
Fast loading customizable cache of recent key behavior and events
Enabling personalization on historical behavior
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@ Scale
Content Delivery Cluster
Session State Server
(Sql or Mongo)
CD 1 CD 2 CD 3
Content Delivery Cluster
Session State Server
(Sql or Mongo)
CD 1 CD 2 CD 3
Content Delivery Cluster
Session State Server
(Sql or Mongo)
CD 1 CD 2 CD 3
xDB
Processing Server
Reporting Server
Search Index
Reporting Database
MongoDB
Content Delivery Cluster
Session State Server
(Sql or Mongo)
CD 1 CD 2 CD 3
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Part 2API
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Collect Process Report
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Background – Who’s the Brand?⁞Jetstream airlines
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Background – External Systems⁞ Membership database⁞ Call Center system⁞ Ticket Booking System
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Jetstream wishes to own the experience… for all individuals interacting with their brand
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… using all data known for an individual
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The Problems…⁞How do I
1. Use my membership data in Sitecore xDB?2. Use interactions from my Call Center?3. Leverage ticket purchases from my booking system?
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Problem 1Using membership data
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Using membership data⁞Jetstream’s membership system has the following attributes per user…
⁞ Member Id – unique identifier for their users⁞ First Name, Last Name⁞ Membership Status – Silver, Gold, etc.⁞ Preferred Seat
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Solution⁞Extend the contact
⁞Facet Technology⁞Unified Contact Model⁞Contact Bulk Import
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What is contact facet technology?⁞ Enables extensibility model on
Sitecore’s Contact⁞ Used internally⁞ Ship with a default set of
attributes (name info, email addresses, phone numbers, etc.)
⁞ Scales since it’s part of the Contact
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Unified Contact Model⁞Centralizing Key Fields⁞ Default Attributes (first name, last name, etc.)⁞ List of email addresses with bounce count⁞ List of Addresses⁞ List of Phone Numbers⁞ Consent Revoked⁞ Communication Revoked
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Designing the contact…Determine which attributes the you want available in your web presence..
A few factors..1.Identification strategy2.Personalization strategy3.Segmentation strategy
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Identification leads to Merging⁞ Happens when you call Tracker.Session.Identify⁞ It’s expected you customize this for the brand’s specific facets
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Defining Facet Technology⁞Brand Attributes⁞ First Name, Last Name ⁞ Member Id – unique
identifier for their users⁞ Membership Status –
Silver, Gold, etc.⁞ Preferred Seat
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Contact Bulk Import⁞Queue up large numbers of new or existing Contact’s to be stored in xDB
⁞Customize specific attributes to be updated
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Problem 2Using experiences from Call Centers
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Using experiences from Call Centers⁞Jetstream’s call center handles thousands of calls per day…
1)They want to collect the results of the call per contact…2)Personalize the web experience based on the phone call’s result…
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Solution⁞Import Interactions
⁞Channels⁞Venues⁞Touch points⁞Interaction Registry API
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Channel⁞Source of the interaction
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Venue⁞Physical location of the interaction
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Touch point1.Interface between a contact and a brand
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Interaction Registry API⁞Enables you to import interactions⁞Uses same execution model as a web session…
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Problem 3Leverage ticket purchases from my booking system
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Using the booking system’s data⁞Jetstream has a centralized booking system for flight and vacation purchases.
1)They wish treat this information as experience data to use for personalization..
⁞ Surveys⁞ New offers
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Solution⁞Register Outcomes
⁞Significant events planned by the brand.
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Outcomes⁞Outcome is not a Goal⁞Can have Monetary Value⁞Directly associated to the contact…
Interactions Interactions Goal Goal Interactions OutcomeInteraction Interactions
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Registering OutcomesOutcome Manager API
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Quick Recap..
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The Problems…done.Membership data in Sitecore 8
Facets, unified contact, Bulk importExperiences from my Call Center
Interaction registryLeverage ticket purchases from my booking system
Outcomes
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Collect Process Report
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Collection Database
Reporting Database
Contact Segmentation Index
ProcessingService
Aggregationtask
Blue arrow : data fetchedOrange arrow : data pushed
Processing data flow
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Processing1)Contact2)Interaction
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Contact ProcessingExecutes when a contact is 1)Created2)Updated3)Obsoleted
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Interaction ProcessingExecutes when:
1)Web session is completed
2)Via Interaction Registry
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Collect Process Report
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Collection Database
Rep
ortin
g S
ervi
ce
Content Management
ProcessingService
Aggregationtask
Blue arrow : data fetchedOrange arrow : data pushed
Reporting data flow
Reporting Database
ContactSegmentation
Index
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Reporting/Query APIQuerying data from xDB⁞ SQL⁞ Mongo⁞ Contact Segmentation Index
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Querying Mongo directly⁞Try to only do this when using an indexed field.
⁞ ContactId⁞ Identifier
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Querying Contact Index⁞Uses Sitecore.ContentSearch API⁞Use when you wish to search across a contact’s behavior
⁞ Interactions⁞ Goals⁞ Campaigns⁞ …
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Querying Reporting database⁞Accepts T-SQL⁞Executes against reporting database
Reporting S
ervice
Reporting Database
Content Management
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Collect Process Report
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