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Walkthrough: Setting up the Tenant Service for SFMC

Abstract

Guide to setting up the Tenant Service for Salesforce Marketing Cloud connectors

Before you can create tenants to use with Salesforce Marketing Cloud (SFMC), you must set up the Tenant Service for connections to SFMC.

This walkthrough describes how to:

  • Configure the connection strings for the Tenant Service

  • Configure the connection strings on a Sitecore instance

  • Grant the Tenant Service access to xConnect

Configure the connection strings for the Tenant Service

To configure a connection between your Tenant Service and SFMC:

  1. On your Tenant Service server, open the <Tenant Service>\App_Config\ConnectionStrings.config file.

  2. In the sitecore connection string, add the tenant ID, host name, and credentials. For example:

    <connectionStrings>
<add name="sitecore" connectionString="database=master; tenant id={841B0E94-4348-494D-B32D-CA5E94F26ACC}; host=my-sitecore; password=b; user name=sitecore\admin; timeout=20" />
</connectionStrings>

  3. Add a new connection string, and name it sfmc . For example:

    <add name="sfmc" connectionString="client id=[ClientId]; client secret=[ClientSecret]; auth endpoint=[AuthenticationBaseURI]; rest endpoint=[RESTBaseURI]; soap endpoint=[SOAPBaseURI]" />

    Note

    The SFMC - Behavioral Data Exchange Installation Guide explains where you can find the data required to configure the string.

  4. Save the config file.

Configure a connection string to xConnect

To configure a connection between your Tenant Service and your xConnect instance:

  1. On your Sitecore xConnect instance, open the App_Config\AppSettings.config file. Locate the validateCertificateThumbprint key, and make a note of its value.

  2. On your Tenant Service server, open the <Tenant Service>\App_Config\ConnectionStrings.config file.

  3. Add a connection string for xConnect. For example:

    <add name="xconnect.collection" connectionString="https://sc10_xconnect" />

    Note

    In the example, replace https://sc10_xconnect with the name of your Sitecore xConnect instance.

  4. Add a connection string for the xConnect certificate. For example:

    <add name="xconnect.collection.certificate" connectionString="StoreName=My;StoreLocation=LocalMachine;FindType=FindByThumbprint;FindValue=299C87186516FDF9DCD27174BEF1213D45BC99F2" />

    Note

    In the example, replace the value in FindValue with the thumbprint you obtained previously in step 1.

  5. Save the config file.

Important

If you have an XPScaled instance, you must also add connection strings for xconnect.search and xconnect.search.certificate.

Configure the connection strings on a Sitecore instance

You must configure connection strings from your Sitecore instance to the Tenant Service and Salesforce Marketing Cloud (SFMC).

To configure connection strings:

  1. On your Sitecore instance, navigate to the <sitename>\App_Config\ConnectionStrings.config file. You must add these two connection strings in the configuration file.

  2. Add a connection string for the Tenant Service. For example:

    <add name="tenantservice" connectionString="https://sc10.service" />

    Note

    In the example, replace https://sc10.service with the name of your Tenant Service.

  3. Add a connection string for SFMC. For example:

    <add name="sfmc" connectionString="client id=[ClientId];client secret=[ClientSecret];auth endpoint=[AuthenticationBaseURI];rest endpoint=[RESTBaseURI];soap endpoint=[SOAPBaseURI]" />

    Note

    The SFMC - Behavioral Data Exchange Installation Guide explains where you can find the data required to configure the string.

  4. Save the config file.

Grant the Tenant Service access to xConnect

You must give your Tenant Service permission to access data on your Sitecore xConnect instance.

To grant the Tenant Service access:

  1. On your Sitecore server, open Manage computer certificates.

  2. Navigate to Certificates-Local Computer\Personal\Certificates. In the certificate list, right-click on your Sitecore xConnect Client (for example, sc10_xconnect_client), click All Tasks, then click Manage Private Keys.

    Windows Certificates dialog

  3. On the Security tab, in the Group or user names list, verify that your Tenant Service IIS App Pool is on the list.

    Note

    You can find your Tenant Service IIS App Pool name in the IIS Manager, under <Your local computer name>\Application Pools.

    If it is there, you can skip steps 4 to 8 and proceed directly to step 9. If it is not there, follow steps 4 to 8 to add it.

  4. To add your Tenant Service IIS App Pool to the list, click Add.

    Windows permissions dialog

  5. Click Locations…, select the name of your local computer, and click OK.

    Windows add permissions dialog

  6. In the Enter the object names to select (examples) field, type IIS AppPool\<your Tenant Service IIS App Pool name>. Click Check Names and then click OK.

    Check Names in Windows add permissions dialog

  7. In the Permissions dialog box, in the Group or user names field, select your Tenant Service. In the Permissions field, in the Allow column, select the Read check box, then click Apply and OK to close the dialog.

    Give Tenant Service access in Windows permissions dialog

  8. In the certificate list, right-click your Sitecore xConnect Client, and click Open.

  9. On the Details tab, scroll down to the Thumbprint field. Copy the value. You must have this value to configure the connection strings on your Tenant Service server.

    Details tab in Windows certificate dialog