Swati Gupta (3x Sitecore MVP) | Blogs

Part 5: Sitecore Dynamic CRM Connector: Sync Custom Facets(Checkbox Field)  Part 1:  Install Sitecore Connect™ for Microsoft Dynamics 365 for Sales 7.0.0 for Sitecore 10.2 XP Part 2:  Sitecore Connect™ for Microsoft Dynamics 365 for Sales 7.0.0: Configure Endpoints Part 3:   Sitecore Dynamic CRM Connector: Use Delta Settings while Syncing Contact from Sitecore to CRM Part 4:  Sitecore Dynamic CRM Connector: Sync Marketing List from CRM to Sitecore   In this blog, we are going to sync custom facets from Sitecore to CRM. The custom facets document is available here  so I am assuming that you have already created custom facets.  Go to this location "/sitecore/system/Settings/Data Exchange/Providers/xConnect/Collection Models" and create a new "Collection Model Folder". Inside this folder create a "Compiled Collection Model" and type the namespace and assembly name of your custom facet model in the "Collection Model Type" field. Go to this location &

Part 4: Sitecore Dynamic CRM Connector: Sync Marketing List from CRM to Sitecore Part 1:  Install Sitecore Connect™ for Microsoft Dynamics 365 for Sales 7.0.0 for Sitecore 10.2 XP Part 2:  Sitecore Connect™ for Microsoft Dynamics 365 for Sales 7.0.0: Configure Endpoints Part 3:   Sitecore Dynamic CRM Connector: Use Delta Settings while Syncing Contact from Sitecore to CRM I had a requirement that I want to sync the marketing list from CRM to Sitecore. Sitecore already has a pipeline to sync the marketing list and contact which is related to that marketing list but there are some other steps that need to do which I am going to mention in this blog because I found it difficult to find all steps in any document. Steps: Go to the CRM and create a new Marketing List. Add a member to this marketing list.              Go to the "Dynamics Marketing Lists to xDB Reference Data Sync" pipeline from this location /sitecore/system/<Data Exchange>/<Tenant >/Pipeline Batches/Dyn

Part 3: Sitecore Dynamic CRM Connector: Use Delta Settings while Syncing Contact from Sitecore to CRM I faced an issue while I was syncing contacts from Sitecore to CRM all contacts were syncing but I wanted to sync only that contact which is not being synced in the last batch so to resolve this issue I used the existing delta setting pipeline as mentioned below: Steps: Go to this location  /sitecore/system/<Data Exchange>/<Tenant>/Pipelines/xConnect Contacts to Dynamics Sync Pipelines/Read Contacts from xConnect Pipeline. Right-click and select Insert the "Set Use Delta Settings Pipeline Step" pipeline. Move this pipeline after the "Add xConnect Client to Context" pipeline. In the "Context Value Reader" field select the "Value Readers/Common/Pipeline Batch Last Started Reader" value. In "Operator" select "On or after the selected date" or any other value which you require. Now when you will run the "xConnect

Sitecore Content Sync with Sitecore Content Serialization in Azure DevOps I have been working on Sitecore 10.2 with  Sitecore Content Serialization and I wanted to deploy Sitecore items on VM using Azure DevOps. When I started working on deployment, I rarely find blogs related to this so I thought to write a blog on this topic: Prerequisite: Configure a non-interactive client login Log in to a Sitecore instance with Sitecore Command Line Interface Step 1: Add a task in the Azure DevOps pipeline In the pipeline, add a PowerShell task. This PowerShell task will generate the Sitecore content package. In the PowerShell task, update the below settings: Task Version: 2.* Display Name :  PowerShell Script - Content Package Creation Type : Inline Script: Step 2:  Add a task in the Azure DevOps release pipeline Add a new PowerShell task In the PowerShell task, update the below settings: Task Version: 1.* Display Name :  PowerShell Script Type : Inline Script Arguments:  -workingDirectory "

Sitecore Single Sign-On using Custom Identity Provider In the previous blog, we discussed Azure AD Integration with Sitecore  for content management. Now in this blog, we are going to discuss how we can allow the end users to log in through SSO. Single Sign On allows users to enter credentials only one time instead of entering the credentials on each application. Sitecore identity server that comes with Sitecore 9.1 allows you to log in through an external identity provider like Azure Active Directory, Facebook, Apple, or Google. It is built on Federation Authentication. Sitecore Identity. Below are the steps: Step 1: Configure OpenID Connect Create a pipeline processor to configure OpenID connect to talk to custom identity providers. Step 2: Patch File Create a patch file that will register a custom Sitecore identity. Step 3:  Login Button Functionality Now on clicking on the login button, you need to redirect to SSO so for this controller add below code: SXA: In the SXA website you

 Azure AD Integration with Sitecore 10.2 Sitecore identity server that comes with Sitecore 9.1 allows you to log in through an external identity provider like Azure Active Directory, Facebook, Apple, or Google. It is built on Federation Authentication. What is Federation Authentication? Federation authentication is a technology to allows users to access multiples application, tools, and domains using one credential. Using one set of credential user can access multiple applications, and resources after authentication.  Federation authentication consists of two systems, the Identity provider and the Service provider. Identity providers that maintain/create/manage identity information like name, email address, device, and location. Some examples of identity providers are Azure AD, Google, Facebook, and Apple. Service providers basically refer to a website, software, or app that the user is trying to access and SP basically relies on the identity provider to authenticate the user and provi

Sitecore 10.2 Identity Server invalid_request Error While I was trying to log in to Sitecore content management, the below error was coming "Sorry, There was an error: invalid request". So after some investigation, I found that for the content management server I had a different hostname which I need to configure in Sitecore.  Solution To solve this error go to <IdentityServer>\Config\production\Sitecore.IdentityServer.Host.xml and add one  AllowedCorsOriginsGroup2 inside  AllowedCorsOrigins . <AllowedCorsOrigins> <AllowedCorsOriginsGroup1>https://xx.xx</AllowedCorsOriginsGroup1> <AllowedCorsOriginsGroup2>https://xx-xx-xx.xx.xx</AllowedCorsOriginsGroup2> </AllowedCorsOrigins>

Sitecore Error 'The shard map manager has to be configured.' I installed Sitecore 10.2 XP and after that, I found that on the server CPU utilization was 100% and  then I checked the logs and I found the below error: Error : Sitecore.Framework.Conditions.PostconditionException: Postcondition 'The shard map manager has to be configured.' failed.    at Sitecore.Framework.Conditions.EnsuresValidator`1.ThrowExceptionCore(String condition, String additionalMessage, ConstraintViolationType type)    at Sitecore.Framework.Conditions.Throw.ValueShouldBeTrue[T](ConditionValidator`1 validator, String conditionDescription)    at Sitecore.Xdb.Collection.Data.SqlServer.Configuration.ElasticScaleConnectionManager.InitializeShardMapManager()    at Sitecore.Xdb.Collection.Data.SqlServer.Configuration.ElasticScaleConnectionManager.get_ShardMapManager()    at Sitecore.Xdb.Collection.Data.SqlServer.Configuration.ElasticScaleConnectionManager.GetRangeShardMap(String rangeShardMapName)    at

Sitecore 10.2 XP Scaled Installation Errors While I was installing Sitecore 10.2 XP scaled, I faced a few errors which I listed down with the solution. Below are the error and solution: Error 1:  [------------------------------------------ IdentityServer_InstallWDP : WebDeploy ---------------------------------] Install-SitecoreConfiguration : Cannot validate argument on parameter 'Path'. The running command stopped because the preference variable "ErrorActionPreference" or common parameter is set to Stop: The term 'C:\Program Files\iis\Microsoft Web Deploy V3\msdeploy.exe' is not recognized as the name of a cmdlet, function, script file, or operable program. Check the spelling of the name, or if a path was included, verify that the path is correct and try again. Solution  Install web deploy tool or check correct version of web deploy Error 2:  Install-SitecoreConfiguration : Could not complete request for https://localhost:8993/solr - The underlying connectio

 Sitecore Connect™ for Microsoft Dynamics  365 for Sales 7.0.0: Configure Endpoints Part 1:  Install Sitecore Connect™ for Microsoft Dynamics 365 for Sales 7.0.0 for Sitecore 10.2 XP

 Sitecore Cortex - Content Auto Tagging Sitecore Cortex Content Tagging feature is available from Sitecore 9.1. Sitecore Cortex Content Tagging feature provides auto-tagging with the integration with Refinitiv Intelligent Tagging Open Calais which will tag the people, places, products, companies, facts, and events that are mentioned in your content.   Automated AI-based content tagging can be done with the help of Sitecore Cortex.  Setup Register Account Go to this URL https://my.refinitiv.com/content/mytr/en/register.html and fill your details and submit the form. After submitting you will receive an email for email verification. Get Secret key  After email verification, you will receive another email with a token for API Access. Create Config Patch for OpenCalais Settings  Open App_Config/Sitecore/ContentTagging/Sitecore.ContentTagging.OpenCalais.config file and update token which you have received on email in this setting “Sitecore.ContentTagging.OpenCalais.CalaisAccessToken”. Tag C

'Sitecore.DataExchange.Tools.DynamicsConnect.Models.DynamicsConnectCollectionModel, 1.0' does not have a remote version I was using Sitecore Connect™ for Microsoft Dynamics 365 for Sales 7.0.0 in Sitecore 10.2. To use this module, I have installed Sitecore Connect™ for Microsoft Dynamics 365 for Sales 7.0.0 and Data Exchange Framework 7.0.0 as it was mentioned here . For the end points , in this location / sitecore/system/Data Exchange/Connect for Dynamics Tenant Branch/Endpoints/Providers/xConnect/xConnect Client Endpoint , I have added Collection Service Connection String Name (xconnect.collection) and Collection Service Certificate Connection String Name (xconnect.collection.certificate). To test the connection, I clicked on the “Run Troubleshoot” button After that below exception was coming. Solution: To solve this issue, I performed the below steps: Go to this location /sitecore/system/Data Exchange/Connect for Dynamics Tenant Branch/Endpoints/Providers/xConnect/xConn

Install Sitecore Connect™ for Microsoft Dynamics  365 for Sales 7.0.0 for Sitecore 10.2 XP

Upload Solr Configset on Managed Cloud Solr Server  When you are using Sitecore managed cloud and you want to deploy Solr configsset to Solr cloud, there are lots of APIs available here to download, upload, delete, start, stop, etc. In this blog, we are going to discuss a few APIs. There is a GitHub repo is also available with PowerShell script which can be used easily. Upload New Solr ConfigSet Below are the steps to upload the Solr config set: Download the existing configset from Github . Update ACCOUNT, uid, NAME, APIKEY. The account will be SitecoreLive uid will be a short name provided by Sitecore like ss256325 NAME will be Sitecore Configset which you want to download APIKEY will be the Solr API key provided by Sitecore Run PowerShell script in PowerShell console. It will download configset in the same folder. Create Sitecore Configset Download the existing configset from Github . Update ACCOUNT, uid, NAME, APIKEY. Account will be SitecoreLive uid will be a short name provided by