Walkthrough: Preparing to install SFMC Behavioral Data Exchange in a container environment

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:

If you use the SFMCBDE Activity for Marketing Automation functionality, you must also add the following 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:

ConnectionString_sfmc=client id=<Client ID>;
                      client secret=<Client secret>;
                      auth endpoint=<Authentication base URI>;
                      rest endpoint=<REST Base URI>;
                      soap endpoint=<SOAP Base URI>" />

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 these subfolders:

In each subfolder, create a new file and name it Dockerfile.

In the cm folder, in the Dockerfile file, enter the following instructions:

# escape=`

ARG BASE_IMAGE
ARG SFMCBDE_IMAGE
ARG DEF_IMAGE
ARG TOOLING_IMAGE

FROM ${DEF_IMAGE} as def
FROM ${SFMCBDE_IMAGE} as sfmcbde
FROM ${TOOLING_IMAGE} as tooling
FROM ${BASE_IMAGE}

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

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

# Add DEF module
COPY --from=def \module\cm\content C:\inetpub\wwwroot

# Add SFMCBDE module
COPY --from=sfmcbde \module\cm\content C:\inetpub\wwwroot

# Copy transformation file to add SFMCBDE connection strings in Sitecore config file 
COPY --from=sfmcbde \module\xdttransform\cm\transforms\App_Config\ConnectionStrings.config.xdt  C:\transforms\role\App_Config\ConnectionStrings.config.xdt 
 
# Copy transformation file to update value for Sitecore.Services.SecurityPolicy in Sitecore.Services.Client.config 
COPY --from=sfmcbde \module\xdttransform\cm\transforms\App_Config\Sitecore\Services.Client C:\transforms\role\App_Config\Sitecore\Services.Client 
 
RUN C:\tools\scripts\Invoke-XdtTransform.ps1 -Path C:\inetpub\wwwroot -XdtPath C:\transforms\role

In the xconnect folder, in the Dockerfile file, enter the following instructions:

# escape=`
ARG BASE_IMAGE
ARG SFMCBDE_IMAGE

FROM ${SFMCBDE_IMAGE} as sfmcbde
FROM ${BASE_IMAGE}

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

# Copy models file into xconnect
COPY --from=sfmcbde \module\xconnect\content C:\inetpub\wwwroot

In the xdbsearchworker folder, in the Dockerfile file, enter the following instructions:

# escape=`

ARG BASE_IMAGE
ARG SFMCBDE_IMAGE

FROM ${SFMCBDE_IMAGE} as sfmcbde
FROM ${BASE_IMAGE}

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

# Copy models file into index worker
COPY --from=sfmcbde \module\xdbsearchworker\content C:\service\

In the xdbautomationworker folder, in the Dockerfile file, enter the following instructions:

# escape=`

ARG BASE_IMAGE
ARG SFMCBDE_IMAGE
ARG DEF_IMAGE
ARG TOOLING_IMAGE

FROM ${DEF_IMAGE} as def
FROM ${SFMCBDE_IMAGE} as sfmcbde
FROM ${TOOLING_IMAGE} as tooling
FROM ${BASE_IMAGE}

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

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

# Add DEF module
COPY --from=def \module\xdbautomationworker\content C:\service

# Add SFMCBDE module
COPY --from=sfmcbde \module\xdbautomationworker\content C:\service

#Copy transformation files
COPY --from=sfmcbde \module\xdttransform\xdbautomationworker\transforms\ C:\transforms\role

# Add SFMCBDE connection strings in Sitecore config file
# Add SfmcJourneyInformation node in sc.MarketingAutomation.ContactLoader.xml file
RUN C:\tools\scripts\Invoke-XdtTransform.ps1 -Path C:\service -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 XP1 topology, the file looks like this:

services: 
  cm: 
    image: sitecore-sfmcbde-xp1-cm:${SITECORE_VERSION} 
    build: 
      context: ./module 
      dockerfile: ./cm/Dockerfile 
      args: 
        BASE_IMAGE: ${SITECORE_DOCKER_REGISTRY}sitecore-xp1-cm:${SITECORE_VERSION} 
        DEF_IMAGE: ${SITECORE_DOCKER_REGISTRY}modules/sitecore-def-xp1-assets:${DEF_VERSION} 
        SFMCBDE_IMAGE: ${SITECORE_DOCKER_REGISTRY}modules/sitecore-sfmcbde-xp1-assets:${SFMCBDE_VERSION} 
        TOOLING_IMAGE: ${SITECORE_TOOLS_REGISTRY}sitecore-docker-tools-assets:${TOOLS_VERSION} 
    environment: 
      Sitecore_ConnectionStrings_sfmc: ${ConnectionString_sfmc} 
      Sitecore_ConnectionStrings_TenantService: ${ConnectionString_TS} 

  xdbautomationworker: 
    image: sitecore-sfmcbde-xp1-xdbautomationworker:${SITECORE_VERSION} 
    build: 
      context: ./module 
      dockerfile: ./xdbautomationworker/Dockerfile 
      args: 
       BASE_IMAGE: ${SITECORE_DOCKER_REGISTRY}sitecore-xp1-xdbautomationworker:${SITECORE_VERSION} 
        DEF_IMAGE: ${SITECORE_DOCKER_REGISTRY}modules/sitecore-def-xp1-assets:${DEF_VERSION} 
        SFMCBDE_IMAGE: ${SITECORE_DOCKER_REGISTRY}modules/sitecore-sfmcbde-xp1-assets:${SFMCBDE_VERSION} 
        TOOLING_IMAGE: ${SITECORE_TOOLS_REGISTRY}sitecore-docker-tools-assets:${TOOLS_VERSION} 
    environment: 
      Sitecore_ConnectionStrings_TenantService: ${ConnectionString_TS} 
 
  xdbsearchworker: 
    image: sitecore-sfmcbde-xp1-xdbsearchworker:${SITECORE_VERSION} 
    build: 
      context: ./module 
      dockerfile: ./xdbsearchworker/Dockerfile 
      args: 
        BASE_IMAGE: ${SITECORE_DOCKER_REGISTRY}sitecore-xp1-xdbsearchworker:${SITECORE_VERSION} 
        SFMCBDE_IMAGE: ${SITECORE_DOCKER_REGISTRY}modules/sitecore-sfmcbde-xp1-assets:${SFMCBDE_VERSION} 
 
  xdbsearch: 
    image: sitecore-sfmcbde-xp1-xdbsearch:${SITECORE_VERSION} 
    build: 
      context: ./module 
      dockerfile: ./xconnect/Dockerfile 
      args: 
        BASE_IMAGE: ${SITECORE_DOCKER_REGISTRY}sitecore-xp1-xdbsearch:${SITECORE_VERSION} 
        SFMCBDE_IMAGE: ${SITECORE_DOCKER_REGISTRY}modules/sitecore-sfmcbde-xp1-assets:${SFMCBDE_VERSION} 
 
  xdbcollection: 
    image: sitecore-sfmcbde-xp1-xdbcollection:${SITECORE_VERSION} 
    build: 
      context: ./module 
      dockerfile: ./xconnect/Dockerfile 
      args: 
        BASE_IMAGE: ${SITECORE_DOCKER_REGISTRY}sitecore-xp1-xdbcollection:${SITECORE_VERSION} 
        SFMCBDE_IMAGE: ${SITECORE_DOCKER_REGISTRY}modules/sitecore-sfmcbde-xp1-assets:${SFMCBDE_VERSION}

If you are not deploying the Tenant Service, remove the id and cd images from the docker-compose.override.yml file.

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

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