Walkthrough: Preparing to install an SFMC Content Exchange connector

Follow the steps in the Marketing Cloud Package Development documentation for Salesforce, in the Create and Install Packages section.

Select the Server-to-Server integration type for the API Integration package.

Add the following required rights for your connection:

In Salesforce, in the component you created, in the Components area, make a note of the following values:

Use the values to construct a connection string with this format:

SFMC_CONNECTIONSTRING=client id=<Client Id>;
                      client secret=<Client Secret>;
                      auth endpoint=<Authentication Base URI>;
                      rest endpoint=<REST Base URI>;
                      soap endpoint=<SOAP Base URI>;

Download the SFMCCE container deployment package from the Sitecore download page. Extract it to your local workstation with the folder structure intact.

Go to the folder into which you extracted the SFMCCE container deployment package. Go to the folder for the Windows version and topology you are using, for example, compose\ltsc2019\xp1.

Open the .env-example file in an editor. Copy all the variables to the clipboard.

Go to the Sitecore container deployment folder on your local machine. Go to the folder for the Windows version and topology you are using, for example, compose\ltsc2019\xp1.

Open the .env file in an editor, and paste in the variables from the SFMCCE .env-example file. Replace the default value for SFMC_CONNECTIONSTRING with the connection string you prepared in Prepare an SFMC connection string for your Sitecore installation.

From the SFMCCE compose\<version>\<topology> folder, copy the docker-compose.override.yml file to the Sitecore container deployment compose\<version>\<topology> folder (where the docker.compose.yml file is).

Go to the Sitecore container deployment folder on your local machine. Go to the folder for the Windows version and topology you are using, for example, compose/ltsc2019/xp1. Create a folder and name it module.

In the module folder, create this subfolder:

In the subfolder, create a new file and name it Dockerfile. In the Dockerfile file, enter the following instructions:

# escape=`
ARG BASE_IMAGE
ARG SFMCCE_IMAGE
ARG TOOLING_IMAGE

FROM ${SFMCCE_IMAGE} as sfmcce
FROM ${TOOLING_IMAGE} as tooling
FROM ${BASE_IMAGE} as baseImage

SHELL ["powershell", "-Command", "$ErrorActionPreference = 'Stop'; $ProgressPreference = 'SilentlyContinue';"]

#Add tools from sitecore-docker-tools-assets
COPY --from=tooling \tools\ C:\tools\

FROM baseImage as toolsfmc

#Copy from image\module\cm\content
COPY --from=sfmcce \module\cm\content C:\inetpub\wwwroot

#Copy transformation files
COPY --from=sfmcce \module\xdttransform\cm\transforms\ C:\transforms\role

# Add SFMCCE connection strings in Sitecore config file
RUN C:\tools\scripts\Invoke-XdtTransform.ps1 -Path C:\inetpub\wwwroot -XdtPath C:\transforms\role

In the compose\<version>\<topology>\docker-compose.override.yml file, add build instructions for each role. If you are using, for example, the XP0 topology, the file will look like this:

services:
  cm:
    image: sitecore-sfmcce-xp0-cm:${SITECORE_VERSION}
    build:
      context: ./module
      dockerfile: ./cm/Dockerfile
      args:
        BASE_IMAGE: ${SITECORE_DOCKER_REGISTRY}sitecore-xp0-cm:${SITECORE_VERSION}
        SFMCCE_IMAGE: ${SITECORE_DOCKER_REGISTRY}modules/sitecore-sfmcce-xp0-assets:${SFMCCE_VERSION}
        TOOLING_IMAGE: ${SITECORE_TOOLS_REGISTRY}sitecore-docker-tools-assets:${TOOLS_VERSION}
        environment:
          Sitecore_ConnectionStrings_mysf: ${MYSF_CONNECTIONSTRING}

In the compose\<version>\<topology>\.env file, add the asset image version. For example:

SFMCCE_VERSION=<image version for your topology>
SITECORE_TOOLS_REGISTRY=scr.sitecore.com/tools/
TOOLS_VERSION=<image version for your topology>

In the Windows console, go to the folder containing the docker-compose.override.yml file. Run the command docker-compose build.

If you are deploying to Docker, continue with the instructions in Add the SFMCCE connector module to Sitecore in Docker.

If you are deploying to Kubernetes, continue with the instructions in Walkthrough: Adding the SFCRMCE connector module to Sitecore in Azure Kubernetes Service.