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Data Exchange FrameworkEssential basics and practical usage takeaways.

Daniil Rashchupkin. Brimit. 2016.

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Data Exchange Framework

“Synchronize data between Sitecore and 3rd party systems.”

Data Exchange Framework 1.1(https://dev.sitecore.net/Downloads/Data_Exchange_Framework/1x/Data_Exchange_Framework_11.aspx)

Release: August 2016Sitecore: 8.1Documentation: Developer Guide for the most simple case

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The only image found on the Internet

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Data Exchange Framework 3rd Party data

Sitecore

DEF Configuration

Data Items

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SUGBY3rd meetup

Data Exchange Framework

Sitecore

DEF Configuration

Desktop applicationWeb application

Thirdparty CMS

Sitecore Data Provider

CRM Data Provider

Database Data ProviderSample:

xDB Contacts to CRM Sync

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DEF Data Provider

Develop

Endpointtemplate, settings plugin, model, converter

Pipeline Steptemplate, model, converter, processor

Value Accessortemplate, converter, value reader, value writer

Value Accessor Settemplate

Configure● Add Tenant● Add Endpoint for Source● Add Value Accessor Set for Source● Create Template for Target● Add Folder to Hold New Sitecore Items● Add Endpoint for Target● Add Value Accessor Set for Target● Add Value Mapping Set● Add Pipeline to Sync Single Record from

Source● Add Pipline Step to Resolve Target Item● Add Pipeline Step to Apply Mappings● Add Pipeline Step to Update Sitecore Item● Add Pipeline to Read Source● Add Pipeline Step to Read from Source● Add Pipeline Step to Iterate Data from

Source● Add Pipeline Batch

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Data Exchange Framework

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Pipeline Batch

Read data from 3rd Party Endpoint

Iterate data entities

Resolve Item in Sitecore

Apply Mappings Configuration

Update Sitecore Item

Sample Batch:CRM Campaigns Sync Pipeline Batch

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Data Exchange Framework

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GatherContent is “simple content collaboration software that helps youorganise and produce content before it's published.”

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Project

Document

Section

Field 1

Field 2

Field 3

Items folder

Item

Language Version

Field 1

Field 2

Field 3

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…

…

…

…

SitecoreGather Content

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Data Exchange Framework

Demo GC

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Data Exchange Framework - Real project Challenges

Sitecore

Sitecore Items

Dynamics CRMData Exchange

Framework

Dynamics CRM Connect

Products: Real estate units

Pages:Unit Detail Page

Fields: Unit Size, Location, Price, Country, Project

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Data Exchange Framework

Dynamics CRM Connecthttp://integrationsdn.sitecore.net/DynamicsCrmConnect/v1.1/

Standard pipeline batches

CRM Campaign Synchronization CRM Contact (Full) Synchronization CRM Marketing List Synchronization xDB Contact Synchronization

Products Sync ?

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Data Exchange Framework

Dynamics CRM Entity

UnitID [Guid]Product Name [String]Country [Reference Field]Project [Reference Field]

Sitecore Item

UnitID [Guid]Product Name [Single line]Country [Droplink]Project [Droplink]

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Data Exchange Framework

Dynamics CRM Entity

UnitID [Guid]Product Name [String]

Country [Reference Field]Project [Reference Field]

Sitecore Item

UnitID [Guid]Product Name [Single line]

Country [Droplink]Project [Droplink]

Custom….LookupValueReader, LookupValueReaderConverter

Standard Sitecore Converters

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Data Exchange Framework

Dynamics CRM Entity

Project [Reference Field]

Sitecore Item

Data/CRM/Projects

+ Project Entities Repository+ Project Value Accessor Set+ Project Value Mapping Set+ Project Pipeline

Read ProjectsIterate Projects

Resolve, Apply, Update+ Project Pipeline Batch

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Configuration

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Data Exchange Framework

Dynamics CRM Entity

UnitID [Guid]Product Name [String]Country [Reference Field]Project [Reference Field]

Sitecore Item

Sales Center UAE Lake Tower Apartment 23

Reasons: SEO, Content management friendly, # of Items

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Data Exchange FrameworkOverride Resolve Item processor.

private ItemModel CreateNewItem(object identifierObject, IItemModelRepository repository, ResolveSitecoreItemSettings settings, PipelineContext pipelineContext)…var product = identifierObject as Microsoft.Xrm.Sdk.Entity;

var country = product.Attributes[“md_countryid"];

var newParent = EnsureCountryPath();

Guid id = repository.Create(validItemName, settings.TemplateForNewItem, newParent); return repository.Get(id);

Products Sync Pipeline Batch

Read Entities from CRM

Iterate data entities

Resolve Item in Sitecore

Apply Mappings Configuration

Update Sitecore Item

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Thank you for attention!