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Walkthrough: Upgrading SFMC Content Exchange to version 7.0 on-prem

Abstract

How to upgrade the Sitecore Connect for Salesforce Marketing Cloud Content Exchange connector to version 7.0 on-prem.

You can upgrade the Sitecore Connect for Salesforce Marketing Cloud Content Exchange (SFMCCE) connector to 7.0 on-prem.

You must update the SFMCCE connector on all your Sitecore instances with the Standalone or Content Management role.

Before you upgrade Sitecore Connect for Salesforce Marketing Cloud - Content Exchange (SFMCCE), you must have the following installed:

  • Sitecore Experience Platform (SXP) 10.1 or earlier.

  • Sitecore Connect for Salesforce Marketing Cloud - Content Exchange 6.0 or earlier.

This walkthrough describes how to:

  • Prepare for upgrading SFMCCE

  • Install the upgrade

To prepare for upgrading SFMCCE to version 7.0, you must:

  • Upgrade Sitecore Experience Platform (SXP) to version 10.2.

  • Clean old SFMCCE items from the SXP content databases.

To upgrade SXP to 10.2 and prepare for upgrading SFMCCE:

  1. Download the Upgrade Guide for Sitecore Experience Platform for SXP 10.2.0 from the Sitecore download page. Follow the Upgrade Guide to prepare the upgrade and set up the Sitecore.UpdateApp tool. When you get to the Clean the content databases section, perform the following steps before continuing with the Upgrade Guide.

  2. On the Resource files for Modules page, download the Salesforce CRM Connect Upgrade resources package.

  3. Extract the SFMC - Content Exchange Upgrade resources 1.0.0.zip package to a local directory.

  4. Open the SFMC - Content Exchange Upgrade resources 1.0.0\<version>\Data folder (for the version you are upgrading from), and copy the .dat files that are included in the core, master, and web folders, to the corresponding folder paths under \Sitecore.UpdateApp\. For example:

    • Copy the Data\Items\master\items.master.sfmcce.dat files and paste it in the \Sitecore.UpdateApp\Data\Items\master folder.

    • Copy the Data\Items\web\items.web.sfmcce.dat file, and paste it in the \Sitecore.UpdateApp\Data\Items\web folder.

    Note

    Each folder under the path \Sitecore.UpdateApp\Data\Items\ now contains two files, that is, the file you just copied and the items.<master/web/core>.dat file.

  5. When you have added the upgrade files for SFMCCE and any other connector modules you have installed, continue with the instructions in the Upgrade Guide to clean up the databases and upgrade your Sitecore installation.

To upgrade SFMCCE:

  1. Download the Sitecore Connect for Salesforce Marketing Cloud - Content Exchange 7.0 installation package.

  2. In the Sitecore control panel, use the Install a Package Wizard to install the installation package.

  3. Add an SFMC connection string to Sitecore.