Extending Sitecore Experience Database x DB Cincinnati Sitecore

Extending Sitecore Experience Database (x. DB) Cincinnati Sitecore User Group Meeting, 25 February 2016 © Mindtree limited 2016

Refresh… what does x. DB contain? Experience Profile Dashboard Experience Analytics

Agenda for today… Experience Profile Dashboard Experience Analytics 3. Custom report to show the new aggregated data 1. Capture additional information about a contact into collection database External Interactions 4. Capturing a contact’s external interactions into collection database 2. Aggregate the extended contact data and store in Reporting database

1. Extending a contact… through the Contact Data Model • Contact information about an individual from their interactions across Channels, Devices & Websites • Contact Data Model contains • Facets • Each facet can contain • Attributes • Elements collection • 3 types of facets • System facets • Standard facets • Custom facets Contact Data Model is implemented using an Entity Model and configured in Sitecore configuration

2. Processing / Aggregation Extract information from raw analytics data and transform into a form suitable for reporting Contacts Interactions Outcomes Processing Pool … Collection Server 1 Processing & Aggregation Agents Aggregation Pipelines (map / reduce) Processing Server Exp. Profile Dashboard Exp. Analytics Reports 2 Stored Procs Reporting Applications Fact Tables 3 Reporting Service APIs 4 Dimension Tables Views Reporting Database • Facts stores the transformed / aggregated data that needs to be analyzed • Dimensions stores data about the ways in which fact data can be analyzed

2. Extending processing / aggregation Approach 1 Aggregate and store in Sitecore’s default Reporting tables Create EA dimensions in Marketing Control Panel Deploy dimensions Implement the dimension Configure the dimension Implement dimensions and facts Implement custom aggregation pipeline processor Create DB entities – tables, SPs, TVPs Configure pipeline and map DB entities Approach 2 Aggregate and store in custom Reporting tables

3. Extending Experience Analytics reports Approach 1 Create Custom Reports Create dimensions in Marketing Control Panel Design the report using SPEAK & Sitecore Rocks Add required chart renderings Associate data source for the chart renderings Configure the metrics and dimensions for the data source

4. Capturing a contact’s external interactions • The Need: Get a holistic view of the contact across different touchpoints, including non-Sitecore touchpoints, and use that information to deliver personalized content • Ex: interactions through CRM, call center, retail stores Register an External Interaction Define Outcomes in Marketing Control Panel Identify contact through a known identifier Programmatically register the outcome Use Sitecore’s Outcome. Manager API Use outcomebased personalization rules

Some references 1. Extending Contact Data Model • http: //www. sitecore. net/Learn/Blogs/Technical-Blogs/Getting-to-Know-Sitecore/Posts/2014/09/Introducing-Contact. Facets. aspx • http: //sitecore-community. github. io/docs/x. DB/contact-facets/ 2. Custom Aggregation • http: //sitecore-community. github. io/docs/x. DB/reports/extending-experience-analytics-reports/ • https: //sdn. sitecore. net/upload/sitecore 7/75/xdb_overview_and_architecture_sc 75 -a 4. pdf 3. Custom Experience Analytics Reports • http: //www. sitecore. net/learn/blogs/technical-blogs/integration-solution-team-blog/posts/2015/07/custom-dashboardreports. aspx • http: //www. sitecore. net/nl-be/learn/blogs/technical-blogs/getting-to-know-sitecore/posts/2014/09/using-custom-contact -data-part-1 -experience-profile. aspx 4. Registering External Outcomes • https: //doc. sitecore. net/sitecore_experience_platform/xdb_api_customization/register_an_outcome_programmatically • https: //briancaos. wordpress. com/2015/10/09/sitecore-contacts-create-and-save-contacts-directly-to-and-from-xdbmongodb/