Upgrading from Sitecore XP 10.0.1 or earlier

Version: 10.5
Important

If you are upgrading from Sitecore XP 10.0.1 or earlier, you must perform the steps in this section.

Customize pattern matching

In Sitecore XP 10.1.0, we introduced a new setting:

  • Marketing.Patterns.MinimalProfileScoreCount

This setting replaces the Analytics.Patterns.MinimalProfileScoreCount setting in the /Sitecore/Marketing.Tracking/Sitecore.Analytics.Tracking.config file.

If you customized pattern matching by editing the value of the old Analytics.Patterns.MinimalProfileScoreCount setting, you must also apply the same customizations to the new Marketing.Patterns.MinimalProfileScoreCount setting after the upgrade.

Important

We recommend that you use a patch file to edit this setting.

Furthermore, on every xConnect instance, in the sc.Marketing.XConnect.xml configuration file, you must synchronize this new setting with the ProfileDefinitionManagerSettings-IProfileDefinitionManagerSettings\Options\MinimalProfileScoreCount setting.

Deactivate unused segment definitions in the Reference Data database

Since Sitecore XP 10.2.0, if you delete a segment definition, it is automatically deactivated in the Reference Data database.

If you are using the xDB functionality and have deleted any segment definitions from your content management server in an earlier version of Sitecore XP, you must deactivate these segment definitions in the Reference Data database.

To deactivate the unused segment definitions:

  1. Unpack the MarketingDefinitionsUpgrade.zip file.

  2. Copy the DeactivateSegmentsInReferenceData.aspx page to the \sitecore\admin folder of your website.

  3. To open the DeactivateSegmentsInReferenceData.aspx page, enter the following URL in a browser:

    http://<hostname>/sitecore/admin/DeactivateSegmentsInReferenceData.aspx

  4. Click Test Run - Get affected segments.

    The segment definitions are validated.

    If any segment definitions are not found under the /sitecore/system/Marketing Control Panel/Segments item on the Content Management server, a list of these segment definitions that should be deactivated in the Reference Data database is shown.

  5. Click Deactivate segments.

    The segment definitions are deactivated in the Reference Data database.

  6. To validate that all the segment definitions were successfully deactivated, click Test Run - Get affected segments.

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