Download - Todd Mitchell - x db crash course

Sitecore xDBA Crash Course

Todd Mitchell, @agenttmiTechnical Product Manager, Sitecore

@agenttmi

What is xDB?

CRM SocialMedia

Customer SupportWebsite

POS Apps

problem

CRM SocialMedia


POS Apps

Problem ERP

Centrally stored ExperiencesCRM Social

Media


POS AppsxDB

Model

Contact

Interaction

Web VisitPhone CallHotel Check-InEmail Opened

Outcome

Ticket PurchaseProduct PurchaseSigned Phone Contract

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


SharedContact

PrivateInteraction

CollectionDatabase

Goal

PagePage

Contact (if exists)

Tracking web sessionsDelivery Cluster Session

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



(Sql or Mongo)

CD 1 CD 2 CD 3



(Sql or Mongo)

CD 1 CD 2 CD 3



(Sql or Mongo)

CD 1 CD 2 CD 3

xDB

Processing Server

Reporting Server

Search Index

Reporting Database

MongoDB



(Sql or Mongo)

CD 1 CD 2 CD 3

Part 2API

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

Jetstream wishes to own the experience… for all individuals interacting with their brand

… 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?

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

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…

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

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


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


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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