The document summarizes Daniil Rashchupkin's presentation on the Data Exchange Framework (DEF) at the 3rd SUGBY meetup. The DEF allows synchronizing data between Sitecore and third party systems. Rashchupkin discussed the DEF architecture, developing DEF components like data providers and value accessors, configuring DEF, and demonstrated syncing data between a third party CMS and Sitecore. He also covered challenges of using DEF for a real estate project syncing data between Dynamics CRM and Sitecore items.

1. SUGBY
3rd meetup
Data Exchange Framework
Essential basics and practical usage takeaways.
Daniil Rashchupkin. Brimit. 2016.

2. SUGBY
3rd meetup
Data Exchange Framework
“Synchronize data between Sitecore and 3rd party systems.”
Data Exchange Framework 1.1
(https://dev.sitecore.net/Downloads/Data_Exc
hange_Framework/1x/Data_Exchange_Framew
ork_11.aspx)
Release: August 2016
Sitecore: 8.1
Documentation: Developer Guide for
the most simple case
Daniil Rashchupkin. Brimit. 2016.

3. SUGBY
3rd meetup
The only image found on the Internet
Daniil Rashchupkin. Brimit. 2016.

4. SUGBY
3rd meetup
Data Exchange
Framework
3rd
Party data
Sitecore
DEF
Configuration
Data Items
Daniil Rashchupkin. Brimit. 2016.

5. SUGBY
3rd meetup
Data Exchange
Framework
Sitecore
DEF
Configuration
Desktop application
Web application
Thirdparty CMS
Sitecore
Data Provider
CRM
Data Provider
Database
Data Provider
Sample:
xDB Contacts to CRM Sync
Daniil Rashchupkin. Brimit. 2016.

6. SUGBY
3rd meetup
DEF Data Provider
Develop
Endpoint
template, settings plugin, model, converter
Pipeline Step
template, model, converter, processor
Value Accessor
template, converter, value reader, value writer
Value Accessor Set
template
Configure
● Add Tenant
● Add Endpoint for Source
● Add Value Accessor Set for Source
● Create Template for Target
● Add Folder to Hold New Sitecore Items
● Add Endpoint for Target
● Add Value Accessor Set for Target
● Add Value Mapping Set
● Add Pipeline to Sync Single Record from
Source
● Add Pipline Step to Resolve Target Item
● Add Pipeline Step to Apply Mappings
● Add Pipeline Step to Update Sitecore Item
● Add Pipeline to Read Source
● Add Pipeline Step to Read from Source
● Add Pipeline Step to Iterate Data from
Source
● Add Pipeline Batch
Daniil Rashchupkin. Brimit. 2016.

7. SUGBY
3rd meetup
Data Exchange Framework
Daniil Rashchupkin. Brimit. 2016.

8. SUGBY
3rd meetup
Pipeline Batch
Read data from 3rd
Party Endpoint
Iterate data entities
Resolve Item in
Sitecore
Apply Mappings
Configuration
Update Sitecore
Item
Sample Batch:
CRM Campaigns
Sync Pipeline
Batch
Daniil Rashchupkin. Brimit. 2016.

9. SUGBY
3rd meetup
Data Exchange Framework
Daniil Rashchupkin. Brimit. 2016.

10. SUGBY
3rd meetup
GatherContent is “simple content collaboration software that helps you
organise and produce content before it's published.”
Daniil Rashchupkin. Brimit. 2016.

11. SUGBY
3rd meetup
Project
Document
Section
Field 1
Field 2
Field 3
Items folder
Item
Language Version
Field 1
Field 2
Field 3
Daniil Rashchupkin. Brimit. 2016.
…
…
…
…
SitecoreGather Content

12. SUGBY
3rd meetup
Data Exchange Framework
Demo GC
Daniil Rashchupkin. Brimit. 2016.

13. SUGBY
3rd meetup
Data Exchange Framework - Real project Challenges
Sitecore
Sitecore Items
Dynamics
CRMData Exchange
Framework
Dynamics
CRM Connect
Products:
Real estate units
Pages:
Unit Detail Page
Fields: Unit Size, Location,
Price, Country, Project
Daniil Rashchupkin. Brimit. 2016.

14. SUGBY
3rd meetup
Data Exchange Framework
Dynamics CRM Connect
http://integrationsdn.sitecore.net/DynamicsCrmConnect/v1.1/
Standard pipeline batches
 CRM Campaign Synchronization
 CRM Contact (Full) Synchronization
 CRM Marketing List Synchronization
 xDB Contact Synchronization
 Products Sync ?
Daniil Rashchupkin. Brimit. 2016.

15. SUGBY
3rd meetup
Data Exchange Framework
Dynamics CRM Entity
UnitID [Guid]
Product Name [String]
Country [Reference Field]
Project [Reference Field]
Sitecore Item
UnitID [Guid]
Product Name [Single line]
Country [Droplink]
Project [Droplink]
Daniil Rashchupkin. Brimit. 2016.

16. SUGBY
3rd meetup
Data Exchange Framework
Dynamics CRM Entity
UnitID [Guid]
Product Name [String]
Country [Reference Field]
Project [Reference Field]
Sitecore Item
UnitID [Guid]
Product Name [Single line]
Country [Droplink]
Project [Droplink]
Custom….LookupValueReader, LookupValueReaderConverter
Standard Sitecore Converters
Daniil Rashchupkin. Brimit. 2016.

17. SUGBY
3rd meetup
Data Exchange Framework
Dynamics CRM Entity
Project [Reference Field]
Sitecore Item
Data/CRM/Projects
+ Project Entities Repository
+ Project Value Accessor Set
+ Project Value Mapping Set
+ Project Pipeline
Read Projects
Iterate Projects
Resolve, Apply, Update
+ Project Pipeline Batch
Daniil Rashchupkin. Brimit. 2016.
Configuration

18. SUGBY
3rd meetup
Data Exchange Framework
Dynamics CRM Entity
UnitID [Guid]
Product Name [String]
Country [Reference Field]
Project [Reference Field]
Sitecore Item
Sales Center
UAE
Lake Tower
Apartment 23
Reasons: SEO, Content management friendly, # of Items
Daniil Rashchupkin. Brimit. 2016.

19. SUGBY
3rd meetup
Data Exchange Framework
Override Resolve Item processor.
private ItemModel CreateNewItem(object
identifierObject, IItemModelRepository
repository, ResolveSitecoreItemSettings
settings, PipelineContext pipelineContext)
…
var product = identifierObject as
Microsoft.Xrm.Sdk.Entity;
var country =
product.Attributes[“md_countryid"];
var newParent = EnsureCountryPath();
Guid id = repository.Create(validItemName,
settings.TemplateForNewItem, newParent);
return repository.Get(id);
Products Sync Pipeline Batch
Read Entities from
CRM
Iterate data entities
Resolve Item in
Sitecore
Apply Mappings
Configuration
Update Sitecore
Item
Daniil Rashchupkin. Brimit. 2016.

20. SUGBY
3rd meetup
Daniil Rashchupkin. Brimit. 2016.
Thank you for attention!