Scaling and configuring the Marketing Automation Operations service

Current version: 9.3

The Marketing Automation Operations service is referenced by the Content Delivery role and may experience high load from:

  • Live event detection, which is enabled by default.

  • Custom code that uses of the Marketing Automation Operations API to enroll a contact in plans.

  • Custom code that uses the Marketing Automation Operations API to purge a contact from plans.

Installation

Use the Sitecore Installation Framework (SIF) or the Sitecore Azure Toolkit (SAT) to install the Marketing Automation Operations service role. Refer to the installation guide for your version of the platform for more information.

Scaling the Marketing Automation Operations service

The following table describes the way you can scale the Marketing Automation Operations service:

Scaling option

Supported

Notes

Combined instance

Yes

The Marketing Automation Operations service role can be combined with any other Experience Platform Service role. Common combinations include:

Note

In a developer environment, all XP service roles can be combined into a single instance. This setup is not recommended in production.

Standalone instance

Yes

You can deploy the Marketing Automation Operations service as a standalone role.

High availability and failover

Yes

You can fail over to a passive instance or set up multiple active instances behind a load balancer.

Horizontal scaling for load distribution

Yes

You can set up multiple instances behind a load balancer. All instances must read from a single centrally located Marketing Automation database.

Note

In a developer environment, you can combine all XP service roles into a single instance. We do not recommended this setup in a production environment.

Security configuration tasks

Refer to the Marketing Automation Operations service section of the Security guide.

Default topologies and packages

The following tables list the topologies that include the Marketing Automation Operations role and how the role is packaged by default.

Sitecore Installation Framework

The Marketing Automation Operations service is available in the following default topologies for Sitecore Installation Framework:

Topology

Web Deploy Packages

Description

XP Single

Sitecore 9.X.X rev. XXXXXX (OnPrem)_xp0xconnect.scwdp.zip

Marketing Automation Operations is bundled with all other XP service roles.

XP Scaled

Sitecore 9.X.X rev. XXXXXX (OnPrem)_xp1marketingautomation.scwdp.zip

Marketing Automation Operations is bundled with the Marketing Automation Engine. The engine is installed as a Windows Service and is physically located in the App_data\jobs\continuous\AutomationEngine folder.

Sitecore Azure Toolkit

The Marketing Automation Operations service is available in the following default topologies for Sitecore Azure Toolkit:

Topology

Web Deploy Packages

Description

XP Single

Sitecore 9.X.X rev. XXXXXX (Cloud)_xp0xconnect.scwdp.zip

Marketing Automation Operations is bundled with all other XP service roles.

xDB Single

XP Scaled

Sitecore 9.X.X rev. XXXXXX (Cloud)_xp1marketingautomation.scwdp.zip

Marketing Automation Operations is bundled with the Marketing Automation Engine. The engine runs as a Azure WebJob in the context of the Marketing Automation Operations application.

xDB Scaled

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