Don’t delete the Click Email Link goal if you use EXM

If you delete the “Click Email Link” goal:

Then your EXM click-through events will not be tracked. This came to light when looking in the contact interactions when trying to find out why the click events were not being processed. All the other events such as Email Opened were showing up, but the text “Page event definition Click Email Link not found” was appearing as an event in the Interactions array on the xDB contact.

Historically, as far as I am aware, these goals were just examples, but it appears that EXM has a hardcoded dependency on this goal. It should probably be protected or put into a sub-folder for EXM. For now, though, if you want click tracking on emails to appear in your stats, don’t delete it.

Delete xDB contacts and interactions from Collection databases

To clean out unwanted contact data from your collection databases, there are some referential integrity constraints that mean the deletions have to happen in a specific order. The following query will delete all contacts, facets, interactions, interaction facets, and contact identifiers from xDB.

  delete
  FROM [xdb_collection].[ContactIdentifiers]
  
  delete
  FROM [xdb_collection].[ContactIdentifiersIndex]

  delete
  FROM [xdb_collection].[ContactFacets]
    
  delete
  FROM [xdb_collection].[InteractionFacets]
  
  delete
  FROM [xdb_collection].[Interactions]

  delete
  FROM [xdb_collection].[Contacts]

You will need to run this on both Collection shards.

The mysterious case of the Zombie Automation Plan

Yesterday we worked with our customer to deploy some integrations that trigger Sitecore Marketing Automation plans. The plans do their thing and then push messages onto an Azure Service Bus topic and the messages end up on a Dynamics Contact Activity feed. To test the integrations, I created an Automation Plan that would be triggered from an event and then pushed some test content to the service bus. All appeared to be working, so I deleted the plan and uploaded the “real” plans ready for action.

Next morning, lots of messages had been processed but the Activity Feeds on the Dynamics contacts had double the number of activity records. One which was correct and the other which had some content that looked a lot like my test automation plan output. No worries, I thought, it must still be there. Go and check in /System/Marketing Control Panel/Automation Plans. Nope, not there.

OK, so maybe it’s orphaned in the Master database. Search for the Item by ID (which conveniently enough was included in the service bus message). Nope, not there either.

Hmm, so it must be cached by the maengine.exe. Go to Azure Portal, restart ma-ops app service. Turns out this doesn’t recycle the WebJob, so I edited the maengine.exe.config and that recycled the WebJob.

Trigger a plan as a test. Nope, still getting duplicate messages on the bus.

Alright, what about Deploy Marketing Definitions ? Cool, go do that, trigger the plan again. No luck – still getting duplicate messages.

What was the cause?

Well, Automation Plans are not actually retrieved from the Master database, since the MA engine doesn’t have access to the Sitecore databases directly. It uses the REFDATA service which in turn pulls from the refdata database (which is where the data is sent when you click the magical Deploy Marketing Definitions button), so that was the next place to check.

The refdata database contains a table called xdb_refdata.Definitions which has some data that looks like:

A query of the xdb_refdata.DefinitionTypes table revealed that Automation Plans have a TypeID of 2DE34E0A-5FB6-4AE0-ACFC-69ACF97076B4

so the query to find all Automation Plans in the refdata Definitions table was:

select *
FROM [xdb_refdata].[Definitions]
WHERE TypeID = '2DE34E0A-5FB6-4AE0-ACFC-69ACF97076B4'

I can see the plans, but which is the zombie plan? The Data column is varbinary(max) and the ID column has no relation to the ItemID in the Master database, so to find out which plan doesn’t belong we need to get the plan data from the Data column:

SELECT id, cast(data as varchar(max)) as planData
FROM [xdb_refdata].[Definitions] 
WHERE TypeID='2DE34E0A-5FB6-4AE0-ACFC-69ACF97076B4' 
ORDER by LastModified

Then it was just a case of looking at the planData output and finding the zombie plan. Great but what now ? Kill the zombies with fire ? The Definition items were referenced in 2 other tables xdb_refdata.DefinitionCultures and xdb_refdata.DefinitionMonikers and I wasn’t keen to start deleting stuff in Production, so instead I marked the offending Definition items as IsActive=0:

UPDATE [xdb_refdata].[Definitions]
SET IsActive=0
WHERE id in ('B143F382-7014-4E55-A764-0180D82AED74','33BFBC5E-C3B9-49C0-9E37-710BA146AA79');

Run the tests again and no more duplicate messages coming through. Just to be sure I deployed the marketing definitions again but the data remained set to IsActive=0 so all was well..

The moral of the story is this: Don’t delete Marketing Automation Plans without deactivating them.

Postscript:

The above approach still had issues, some contacts were enrolling in plans and were blocked and the following error was occurring (although not all the time):

[12/02/2019 00:03:54 > fdf166: INFO] 2019-12-02 00:03:54 ERR An exception occurred during processing for worker '35f908d6-638e-433e-aef6-9184a80378f4'
[12/02/2019 00:03:54 > fdf166: INFO] Sitecore.Framework.Conditions.PostconditionException: Postcondition 'planDefinition should not be null' failed.
[12/02/2019 00:03:54 > fdf166: INFO] at Sitecore.Framework.Conditions.EnsuresValidator1.ThrowExceptionCore(String condition, String additionalMessage, ConstraintViolationType type) [12/02/2019 00:03:54 > fdf166: INFO] at Sitecore.Framework.Conditions.Throw.ValueShouldNotBeNull[T](ConditionValidator1 validator, String conditionDescription)
[12/02/2019 00:03:54 > fdf166: INFO] at Sitecore.Framework.Conditions.ValidatorExtensions.IsNotNullT

The key was in the planDefinition should not be null message. The zombie plan was still taking new enrolments.

To fix this, I needed to re-activate the plans in refdata and set the EndDate of the plan, but the Data column is varbinary(max) so a bit of SQL was needed:

SELECT id, cast(data as varchar(max)) as planData
FROM [xdb_refdata].[Definitions]
WHERE id ='33BFBC5E-C3B9-49C0-9E37-710BA146AA79'

declare @planData varchar(max);
declare @binPlanData varbinary(max);
declare @test varchar(max);
SET @planData = '{-- insert the modified planData from SELECT query above with EndDate set to a date in the past --}';
SET @binPlanData = cast(@planData as varbinary(max));
SET @test = cast(@binPlanData as varchar(max));

PRINT @test;

UPDATE [xdb_refdata].[Definitions]
SET Data = @binPlanData, IsActive=1
WHERE id = '33BFBC5E-C3B9-49C0-9E37-710BA146AA79';

Next time I am going to use a flamethrower.

Automate Everything!

Recently I had the privilege and good fortune to present at the 2019 Sitecore Symposium in Orlando, Florida. Below are links to the slides and notes from my presentation on customising Sitecore Marketing Automation plans.

Slides

Code

Github repository containing sample code, utilities and content package: https://github.com/parrya/ma-demo

Troubleshooting and debugging tips

See this blog post for some tips on creating custom activity types in Sitecore Marketing Automation plans.

Resources

Sitecore docs:
https://doc.sitecore.com/developers/92/sitecore-experience-platform/en/activity-types.html
Custom Activity Types in 9.0.x:
https://www.brimit.com/blog/sitecore-9-custom-marketing-automation-action
Automation deep dive:
https://www.linkedin.com/pulse/how-sitecore-9-marketing-automation-works-deep-dive-emmerzaal/
Marketing Automation Achitecture:
https://www.youtube.com/watch?v=0HxUph2YLZc&list=PL1jJVFm_lGnyicywCcwcWa8RtsoiJEbC9&index=5

Troubleshooting custom activity types and Marketing Automation

Below are some tips for debugging and troubleshooting customisations in your Sitecore Marketing Automation plans. See also the slides from my recent Sitecore Symposium presentation “Automate Everything!” and the supporting code on GitHub.

Troubleshooting

  • Activity Properties must be PUBLIC to be populated
    • In your .NET class, ensure that the properties representing your Activity Type Parameters are public, otherwise the values will not be able to be set by the MA UI or read by the Automation Engine. (e.g. Message property in this file)
  • Ensure your activity ID is the same across:
    • Your config patch
    • Sitecore Activity Descriptor item
    • Angular package (lower case)
  • Watch out for DLL hell
    • Be careful which package versions you use in your .NET activity class or injected services. The dependencies that you use must be compatible with the Sitecore CM server and the Automation Engine.
  • If using custom facets, you have to include a config so that the Engine knows about them (contact loader XML)
  • Patch files MUST have the filename format sc.<name>.xml.
    • For example: sc.MarketingAutomation.ContactLoader.xml
  • MA engine won’t recycle on XML changes.
    • Unlike a typical Sitecore config, the Automation Engine will not recycle when you update when you edit or add an XML config file. You need to restart the service or WebJob manually for the changes to be picked up.
  • Activity not showing in the MA UI?
    • Make sure you have an icon in your Activity Type Descriptor
    • Check the XHR request in your browser network tab – the error will be in the HTTP response.
    • Ensure the DLL and plugin JS have been deployed to the Content Management server and that your Activity Type Descriptor is using the correct DLL reference.
  • Activity Type Parameters – set the editor and ObjectType (e.g. System.String).
    • This avoids getting quotes around your parameter values inbound and outbound

Some other tips

Sitecore kernel

You don’t have access to the Sitecore kernel or context database in the Automation Engine. The engine runs independently of Sitecore XM, so you cannot retrieve Sitecore items and you should not try to do so. And besides, you don’t have the connection strings in the engine config. You can use the built-in API’s to access some kinds of content.

Logging

Logging in the MA engine is completely different to “traditional” Sitecore logging which uses Log4Net. The Automation Engine uses the Ilogger interface from Microsoft.Extensions.Logging.

Log files are separate to the Sitecore logs:

Debugging your code

Attach to the MA engine for debugging in your local instance. The service will probably be named maengine. Make sure that you pick the right one, since you might have more than one MA engine service running. Mouse over the “maengine” process name in the list and it should show the file path to the maengine.exe file.

In PaaS, consult the Webjobs dashboard (as per previous section above). errors will be output to the console:

Miscellaneous

Sitecore automation plans are just Sitecore items. You can serialise MA plans and deploy them via Unicorn, TDS, and Sitecore packages.

Plans are stored in buckets under:
/sitecore/system/Marketing Control Panel/Automation Plans

Activity Type Descriptors are stored in:
/sitecore/system/Settings/Analytics/Marketing Automation/Activity Types

Predicate definitions are stored in a folder of your choosing under:
/sitecore/system/Settings/Rules/Definitions/Elements
e.g. in the “XConnect – Marketing Automation” folder

Securing xDB data with Azure Key Vault and SQL Always Encrypted (part 3)

In part 1 we looked at the reasons for using Always Encrypted for xDB data and creating encryption keys in Azure Key Vault. In part 2 we looked at Column Master Keys and Column Encryption Keys in SQL Server. In this post I will cover the process of encrypting the data.

Before getting onto that topic I should point out that if you encrypt the data now, then your xDB collection, index worker, and search services will no longer be able to read xDB data until you create a Client ID and Client Secret that enable those services to retrieve the key from Azure Key Vault and use it to decrypt the column data in SQL. The documentation on how to do this is currently incorrect, and I will cover this in part 4. There are also some issues with the current documentation for encryption that are covered below.

Overview

The process of encryption entails a number of steps:

  1. Generate a script to recreate the stored procedures in your shard databases
  2. Delete stored procedures from the shards
  3. Disable change tracking on some of the tables in the shards
  4. Configure Always Encrypted on various columns in the shard database tables
  5. Restore the stored procedures
  6. Re-enable change tracking
  7. Grant permissions to the collection user

Encryption checklist

Encryption checklist

You will need to do every step listed above on each of your shard database. In order to help keep track of the steps and ensure that you don’t miss anything out, I’ve created a spreadsheet that you can download and mark off each step in the process.

Step 1 – Generate a script containing all stored procedures for each shard

The stored procedures need to be backed up as a script, deleted, and then re-created after encryption. It was not obvious to me how to do this for all Stored Procs in one go, but it turns out there’s a handy trick. Navigate to the shard database Programmability > Stored Procedures area of the tree and click on Stored Procedures:

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Hit function key F7 and the Object Explorer window will come up with all the stored procs listed. Select all of them (except for System Stored Procedures) and then right mouse click, select Script Stored Procedure as > CREATE to > New Query Editor Window (or to file, whatever you prefer):

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A script of all stored procedures will be generated that you can save for use in Step 5.

Step 2 – Delete stored procedures

Using the Object Explorer window as in Step 1, just select all the stored procedures (except for System Stored Procedures) and delete them.

Step 3 – Disable change tracking

Some of the tables need to have change tracking disabled (and re-enabled later on). For each table, right mouse click the table and open the Properties dialog, click Change Tracking from the left menu and turn it off. Alternatively you can use a script that I wrote.

Do this for the following tables:

  • Contacts
  • ContactFacets
  • Interactions
  • InteractionFacets

Step 4 – Configure Always Encrypted

For each of the tables listed below, configure the appropriate encryption type on the appropriate columns. Before doing this, if you are using Azure SQL I recommend that you bump up the DTU’s significantly before encrypting, as it will run a lot faster due to the processor-intensive nature of the encryption. Also, ensure that you have turned off any services that are connected to the databases (xConnect collection service, etc).

NOTE: The documentation is incorrect. Differences are highlighted below.

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To do this, right mouse click each table and select Encryption from the context menu:

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From the modal dialog box, set the encryption type for the columns:

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Click OK and then, er, wait for a while……

Step 5 – Restore the stored procedures

This bit is pretty simple if you followed the list of tables above and encrypted the Identifier and Source columns in the UnlockContactIdentifiersIndex_Staging table. Just run the script for each shard (you did create a script for each shard right?) Otherwise, your stored procedure script will throw an error due to dependencies between tables. If you get the following error, then you’ve missed this table from your encryption:

Msg 402, Level 16, State 2, Procedure UnlockContactIdentifiersIndex, Line 26 [Batch Start Line xxxx]

The data types varbinary and varbinary(700) encrypted with [……] are incompatible in the equal to operator.

If there are any TMP tables left over after encryption then you can safely delete them (e.g. tmp_ms_xx_ContactFacets1 was one that I had left over after encryption).

Step 6 – Enable Change Tracking

You can use the script provided in step 3 above, for this, or do it manually.

Step 7 – Grant permissions to the collection user.

This step will depend on the name of the user that has access to the Collection Shard Map Manager database, since that is the user that accesses the Shards. Look in your connection strings config file for the xConnect Collection service and find the connection string named “collection” and identify the user in the connection string. In my case it was “xcsmmuser” (xConnect Shard Map Manager user). Yours may have a different user name. (Note that this user is not a Contained Database User, unlike most of the other Sitecore database users in the connection strings, because it needs to access more than one database.)

On both shards, run the following commands:

grant VIEW ANY COLUMN MASTER KEY DEFINITION to [your-xcsmmuser];

grant VIEW ANY COLUMN ENCRYPTION KEY DEFINITION to [your-xcsmmuser];

If you later on see the following error in your xConnect logs, then you’ve neglected to do the above step:

[Error] Sitecore.XConnect.Web.Infrastructure.Operations.GetEntitiesOperation`1[Sitecore.XConnect.Contact]: Sitecore.XConnect.Operations.DependencyFailedException: One or more dependencies failed —> Sitecore.Xdb.Collection.Failures.DataProviderException: Cannot access destination table ‘[xdb_collection].[GetContactIdsByIdentifiers_Staging]’. —> System.InvalidOperationException: Cannot access destination table ‘[xdb_collection].[GetContactIdsByIdentifiers_Staging]’. —> System.Data.SqlClient.SqlException: VIEW ANY COLUMN MASTER KEY DEFINITION permission denied in database ‘[shard database]’.

At which point, you are done with encryption but don’t forget to scale down your Azure SQL databases to their prior DTU settings to avoid incurring excess service charges. If you want to start querying encrypted data in SQL Management Studio then you will need to configure your database connection according to this super helpful post otherwise you will not be able to query or view the data. This post is also useful.

In the next article I will look at configuring client Id and Client Secret and configuring the xConnect services.

Securing xDB data with Azure Key Vault and SQL Always Encrypted (part 2)

In Part 1 we looked at the reasons for encrypting xDB data and at creating a key in an Azure Key Vault. In this second article in the series we will look at creating Column Master Keys and Column Encryption Keys in SQL Server. The process needs to be performed on all xDB collection database shards and for each shard you need to create a Column Master Key (CMK) based on the key we created in Part 1 and a Column Encryption Key (CEK) based on the CMK.

Step 1 – create the Column Master Key

Open up SQL Server Management Studio (SSMS) and navigate to the xDB Collection databases. You will most likely have a Shard Map Manager (SMM) and at least 2 Shard databases. The changes you make in the rest of this process will be made to ALL shard databases but the ShardMapManager will not be affected.

Here’s a sample screenshot of the 3 relevant databases (the prefix ma-demo_ is irrelevant, the databases are for illustrative purposes only):

xDB collection databases

Expand Xdb.Collection.Shard0 and navigate to Security > Always Encrypted Keys > Column Master Keys.

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From the context menu of the Column Master Keys node, select the New Column Master Key option:

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A modal dialog window will pop up from which you can choose the location of the key (or certificate) from which you will create your Column Master Key (CMK). You can see below the options are available to use a Windows Certificate Store (Current User or Local Machine), Azure Key Vault, or CNG. I have selected Azure Key Vault.

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You will then need to log into your Azure subscription:

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Once logged in, you should see your Key Vault and the key that you created earlier:

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Select the key – in this case “SQL-DEV-AlwaysEncryptedKey” and type a suitable name (in the screenshot above I have called it “DEV-CMK-Shard0”. Click Generate Key. You should now see the new Always Encrypted Column Master Key in your Shard0 database.

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Step 3 – create a Column Encryption Key

Once you have a Column Master Key based on your key (or certificate) in the Azure Key Vault you can create a Column Encryption Key (CEK). The CEK is, as you might expect, the key that is used to encrypt (and decrypt!) the columns in the tables of your database. Each Shard database will have its own CMK and each CEK will be based on the CMK in the appropriate Shard database.

This bit is very simple. Click on the context menu for Column Encryption Keys and select New Column Encryption Key:

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Give the new CEK a name, choose the CMK from the Column master key drop down and click OK.

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If you experience an error like this:

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then go back to Part 1 of this series of articles and revisit Step 2. You need to assign appropriate permissions to your account in order to create the CEK.

Otherwise you should see the following in your Shard0 database:

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You should now have a new CEK in Shard0. Repeat the above steps for the other xDB collection shard database(s) and you will be (nearly) ready to encrypt the data. We will cover off the next step in Part 3 of this series.