What's new in Sitecore 9 by Kamruz Jaman
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Sitecore User Group Bangalore meetup on 18th Nov 2017 at Indegene Bangalore. Whats new in Sitecore 9 by Kamruz Jaman
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What's new in Sitecore 9 by Kamruz Jaman
- 1. SUG Bangalore Log out | Kamruz Jaman Kamruz Jaman Now with 99.9% more Experience What’s New
- 2. SUG Bangalore Log out | Kamruz Jaman About Me Kamruz Jaman Technology MVP 2013 – 2017 Blog: jammykam.wordpress.com @jammykam
- 3. SUG Bangalore Log out | Kamruz Jaman What’s New LOTS!
- 4. SUG Bangalore Log out | Kamruz Jaman Overview • Prerequisites and Requirements • Sitecore Installation Framework (SIF) • Search • Configuration • Authentication & SSO • Dynamic Placeholders • xConnect • Forms • Marketing Automation • JavaScript Services (JSS)
- 5. SUG Bangalore Log out | Kamruz Jaman Requirements • Windows Server 2016 / 2012 R2 (64-bit) • Windows 10 / 8.1 (32/64-bit) • IIS 8.5 / 10 • .Net Framework 4.6.2 • SQL Server 2016 SP1 • (SQL Server 2014 SP2 for XM/CMS-only mode) • MongoDB + CosmosDB for xDB coming soon • SOLR 6.6.1 • (Lucene for XM/CMS-only mode) • Azure Search
- 6. SUG Bangalore Log out | Kamruz Jaman Secure By Default • HTTPS communication across platform Web Servers (CD, CM, Reporting, Processing) xConnect SOLR • Encrypted • Data-at-rest • Data-in-motion • Must obtain SSL certifications • Local => Self Signed Certificates
- 7. SUG Bangalore Log out | Kamruz Jaman Sitecore Installation Framework (SIF) • Goodbye SIM, for now New Framework! • PowerShell based module • Script => CM, CDs, Windows services, and more • Configurable, Extendible Framework • Integrate with your own deployment processes
- 8. SUG Bangalore Log out | Kamruz Jaman Sitecore Installation Framework (SIF) Register-PSRepository -Name SitecoreGallery -SourceLocation https://sitecore.myget.org/F/sc-powershell/api/v2 Install-Module SitecoreInstallFramework • Install SOLR + certs https://jermdavis.wordpress.com/2017/10/30/low-effort-solr-installs/ • SIF-less http://www.rockpapersitecore.com/category/sifless/ • YouTube: https://www.youtube.com/user/alienlab21
- 9. SUG Bangalore Log out | Kamruz Jaman Search • SOLR or Azure Search • required for xConnect • Search API • Spellcheck • Suggester • Highlight • “More Like This”
- 10. SUG Bangalore Log out | Kamruz Jaman Configuration • Current: • Server role set-up complicated • Enable/disable multiple files • Make deploy process more complex • Switching Search Providers
- 11. SUG Bangalore Log out | Kamruz Jaman Rules-based Configuration • Super simple server configuration! • Configure server for role using single config setting • Additional patch folder locations • Sitecore • Modules • Custom • Environment • Control Load Order • Easily switch Search provider
- 12. SUG Bangalore Log out | Kamruz Jaman Rules-based Configuration
- 13. SUG Bangalore Log out | Kamruz Jaman Config Load Order
- 14. SUG Bangalore Log out | Kamruz Jaman Config Load Order • Layers.config
- 15. SUG Bangalore Log out | Kamruz Jaman Custom Roles web.config custom.config
- 16. SUG Bangalore Log out | Kamruz Jaman Federated Authentication • Authentication using OWIN middlewares: • OpenId Connect (AzureAD) • Microsoft Account • Google • Facebook • Twitter • WsFederation • OAuth • SAML • custom OWIN middleware • Virtual Users or Persisted Users in membership database
- 17. SUG Bangalore Log out | Kamruz Jaman Federated Authentication • Blog post by Bas Lijten http://blog.baslijten.com/enable-federated-authentication-and-configure-auth0-as-an-identity- provider-in-sitecore-9-0/
- 18. SUG Bangalore Log out | Kamruz Jaman Dynamic Placeholders • Number 1 requested feature!
- 19. SUG Bangalore Log out | Kamruz Jaman Dynamic Placeholders • Support in core product • Feature Rich implementation • Experience Editor Support • Pipeline based key generation • MVC Only • Blogs • Post on my site • Richard Seal: https://www.sitecorenutsbolts.net/2017/10/17/Sitecore-9-Upgrading-to- Dynamic-Placeholders/
- 20. SUG Bangalore Log out | Kamruz Jaman xConnect
- 21. SUG Bangalore Log out | Kamruz Jaman Current xDB
- 22. SUG Bangalore Log out | Kamruz Jaman xConnect
- 23. SUG Bangalore Log out | Kamruz Jaman xConnect • Standalone Service Layer • .Net Core 2.0 • Collect and analyse data from everywhere • oData protocol for RESTful APIs • Provider based modular architecture • Support for GDPR / Right to be forgotten • See posts from Jason Wilkerson https://citizensitecore.com/tag/xconnect/
- 24. SUG Bangalore Log out | Kamruz Jaman xConnect Hosting • Extra site in folders • Extra site in IIS • More databases
- 25. SUG Bangalore Log out | Kamruz Jaman Forms R.I.P. WFFM
- 26. SUG Bangalore Log out | Kamruz Jaman Forms • Brand new Forms module • Completely re-written • Modern interface • Multi-page forms! • Part of core platform • This is not WFFM • WFFM supported until Sitecore 9.1
- 27. SUG Bangalore Log out | Kamruz Jaman Analyzing Form Performance Form Performance Field Performance
- 28. SUG Bangalore Log out | Kamruz Jaman Marketing Automation
- 29. SUG Bangalore Log out | Kamruz Jaman Marketing Automation • No more Silverlight! • Replaces Engagement Automation • Intuitive, easy to use, drag & drop interface • SPEAK 3 – Angular JS based • Extensive out-of-the-box conditions • Fully integrated with xConnect • Live Events!
- 30. SUG Bangalore Log out | Kamruz Jaman JavaScript Services (JSS) • Built for front-end developers • Headless development • Any IDE, any OS, disconnected from Sitecore • Code-first approach (optional) • Personalization! • Tech Preview => provide feedback! • Gotcha • Requires consumption license => speak to your account manager
- 31. SUG Bangalore Log out | Kamruz Jaman JavaScript Services (JSS)
- 32. SUG Bangalore Log out | Kamruz Jaman Other • Abstractions • Code clean up • Experience Editor Enhancements • No more Silverlight! • Easier upgrades • Device Detection • Sitecore Experience Accelerator (SXA)
- 33. SUG Bangalore Log out | Kamruz Jaman Documentation • Lot’s of new documentation!
- 34. SUG Bangalore Log out | Kamruz Jaman Documentation • Lot’s of new documentation! • doc.sitecore.net/developers/ xConnect Marketing Automation Web Tracking Processing Reporting Scaling and Architecture • jss.sitecore.net • helix.sitecore.net
- 35. SUG Bangalore Log out | Kamruz Jaman Future • Cortex • Machine Learning • Zenith / Horizon • Concept experience editor replacement • Commerce 9 • Completely re-written in .Net Core 2.0 • SXA Storefront for Commerce
- 36. SUG Bangalore Log out | Kamruz Jaman Cortex
- 37. SUG Bangalore Log out | Kamruz Jaman Project Horizon + Zenith
- 38. SUG Bangalore Log out | Kamruz Jaman Project Horizon + Zenith
- 39. SUG Bangalore Log out | Kamruz Jaman Commerce 9 + SXA Storefront
- 40. SUG Bangalore Log out | Kamruz Jaman Much Features Questions? Such Wow Thanks! Bye!
Editor's Notes
- Release announced during Symposium 2017 in Las Vegas
- Mongo and CosmosDB/DocumentDB coming soon Uses provider based model SOLR 6.6.2 seems more stable Full Microsoft stack Allows Azure only deployment
- Enforcing best practice in the modern web Does not require SSL but best practice =>browser “not secure” warnings GDPR – Right to be forgotten (General Data Protection Regulation) data-in-rest/motion important for compliance Personally Identifiable Information (PII)
- SIF = new framework to install + configure your installation provides automated framework built on PowerShell that can deploy and configure a standard preset server architecture can be extended by creating custom PowerShell functions, or add own extensions to further customize your specific installation. should make DevOps tasks and server automation easier in the long run. Should also be interesting to see the kind of modules the community develops and shares over time. SIF requires Windows 10 Anniversary Update
- PowerShell 5.1 Web Platform Installer 5.0 Web Deploy 3.6 for Hosting Servers URL Rewrite 2.1 Microsoft SQL Server Data-Tier Application Framework (DAC Fx) version 17.1 Microsoft SQL Server Transact-SQL ScriptDom Latest SQL Server Management Studio 17 installs the DAC Fx
- New API for supporting the SOLR Spellcheck, Suggester, Highlight, MoreLikeThis features has been introduced Make search more central on your content platform to your users
- Current process complicated and cumbersome Replicating and debugging production issues You no longer need follow the long server setup guide and crazy excel spreadsheets.
- Ability to configure an server for a particular role by setting a single setting in config. You no longer need follow the long server setup guide and crazy excel spreadsheets. Additional patch folders allowing you to keep your custom patch files separate from default Sitecore and Modules configurations Ability to control the load order of config file and folders Ability to easily switch search provider by changing a single setting similar to how you configure server role
- Roles Server + Search Grouping OR, AND, GROUP, NOT
- What came first, chicken or egg? Files currently loaded alphabetically then folders More specifically with Helix, Foundation or Feature? Alphabetical load issues Use 1, 2, 3
- Layers Specify folder load order, e.g. Sitecore File load order Disable config loading => mode=“off” Can add custom layer by adding above
- Possible to create custom roles for your own purpose Remember to set the namespace to match your variable
- core platform introduces support for OWIN authentication middleware enabling users to log in via standard Microsoft OWIN authentication providers. allows authentication against a number of different Identity provider can be used as a replacement for the AD module. Many OWIN middlewares can be used OOTB Flexible, easy to extend and create own middleware, pipeline based registration can be used to both log into the CMS or for your frontend website allows you to identify and collect rich data about your users whilst making it easier for them to use Single Sign On.
- Bas Lijten => Auth0 Identity broker - connect multiple identity providers via a single connection Very little code
- Most using variant of Dynamic Placeholders that Nick Wesselman wrote way back in 2011
- Allows editors to specify count + extra params Allows placeholder templating via TagBuilder + custom function Useful to inject logic, e.g. CSS class See post by Richard Seal on SPE migration DEMO
- In xDB everything centres around a user, or Contact, that is interacting with you. A Contact had multiple Interactions and those interactions held a collection of Pages that had been visited. Those pages then held any Page Events, Goals or Outcomes that had been triggered. Offline interactions required fake Pages to hold these, to add the interaction. xDB => Contact > Interaction > Page > Page Event xConnect => Contact > Interaction > Event Reliance on Sitecore + Kernel many pieces of the Sitecore platform that depended directly on the Collections database Everything routed through Sitecore Kernel No longer just web centric.
- xConnect abstracts the storage architecture and internal services used by xDB away from any client, including Sitecore itself xConnect is the service layer that sits in between the xDB and any trusted client, device, or interface that wants to read, write, or search xDB data. Communication must happen over HTTPS and clients must have the appropriate certificate thumbprint. No system has direct access to the collection database or search indexes. Systems that are internal to the xDB, such as Processing/Reporting servers, must also use xConnect API to access xDB data. Any data flowing in to and out of xDB now flows through xConnect! Standalone, lightweight, PaaS Built with .Net Core 2.0 No reliance on Sitecore.Kernel Any client can search, retrieve or insert data in xDB via API IoT devices, console applications, kiosk applications, beacons, mobile apps any type of 3rd party data from any type of client. enables truly-native, omni-channel data collection at scale xConnect and xDB are not interchangeable terms - they are two parts of the platform that work together. Storage architecture allows for different storage providers – SQL / Mongo / CosmosDB
- xConnect is brand new, from ground up Individually scalable GDPR – Right to be forgotten (General Data Protection Regulation) PII + Sensitive data can be easily removed “Secure by default” oData = Open Data Protocol = set of standards for building and consuming RESTful APIs Modular => SOLR or Azure, SQL or Mongo SalesForce / Dynamics / anything else
- Separate xConnect site More SQL databases Cost implications, shifted from MongoDB
- Drag & Drop form builder Responsive Collect form + field metrics Form templates MVC Only Docs: https://doc.sitecore.net/sitecore_experience_platform/digital_marketing/sitecore_forms
- Form level and field level Can be disabled
- Built on SPEAK 3
- Marketing Automation provides new way to create automated online campaigns in Sitecore. With a user friendly drag-and-drop interface, Marketing Automation provides an extendible set of tools that enable marketing actions against individual contacts Replaces Engagement Automation, deprecated in Sitecore 9.0 no direct relationship with old Engagement Automation plans so no data conversion tools will be made available Advanced entry conditions available via the Rule Set Editor Extensible design that enables developers to create new actions, listeners and evaluation conditions
- built for front-end developers who use JavaScript and along with modern UI libraries want to build full-fledged apps in their environment with their tools and favorite libraries and frameworks. frameworks, such as React.js, Angular, Vue.js Headless the current buzzword! Lots of documentation and quick start samples Angular, Vue, even .Net Core support may come
- Recommend reading these 2 sections for good overview: https://jss.sitecore.net/#/intro?id=intro https://jss.sitecore.net/#/sitecore-net-dev?id=for-sitecore-net-developers Notes: While content APIs are important, there is one important aspect that should be considered - content (component) composition into something that presentable on the screen, whether it is HTML or native device code. Without the content (component) composition facilities, you have to do this assembly of content fragments yourself, and will most likely do it in code or invent your own engine. This will make it much more difficult if not impossible for your marketing folks to maintain control over this aspect without developers involved. Consider these 4 main parts of JSS: JSS library via an npm package (sitecore-jss-react) brings sprinkles of Sitecore layouting capabilities into the native JS environment package contains - Placeholder component, similar to MVC. - UI components to facilitate rendering of Sitecore fields such as Image Sitecore Layout Service provides the "glue" between JSS app and Sitecore and is delivering the item's layout details in a serialized JSON format. Allows service to provide physical decoupled of rendering from Content Delivery. This means that instead of delivering final output as usual (HTML), Sitecore CD servers will output Sitecore item's presentation details in JSON. The actual rendering is expected to happen via your JavaScript UI library of choice and will be facilitated by the JSS library. Server-side JavaScript rendering with Sitecore currently enabled by node.js and ASP.NET Core NodeServices as well as a custom MVC JS View Engine. Useful to not deal with routing, but have FEDs do development App import library enables the code-first approach to development distributed in sitecore-jss-import-react package application's JS source code along with initial content files are analysed, manifest created, used to generate all Sitecore artifacts automatically
- Code clean up: Obsoletes have been removed Sitecore 8.2 xEditor load: 254 http requests. 9.0: 72 http requests. 0.5mb less weight No more Sheer ribbon Lazy loading of ribbon tabs when user clicks tab httpRequestBegin pipeline now fires from OnPostAuthentication HTTP module event - previously from OnBegin event
- Slated for release in Q1 2018 More data = more insights A marketers dream in the making, Sitecore Cortex is a Machine Learning engine for generating real-time insights across native and third party customer data. Plumbed in to xDB and Sitecore’s rules engine Cortex can be used to discover new audience segments score content tests run continuous multi-variant testing soon automate personalisation do our laundry
- Niels Handberg, Director of User Experience Horizon will change the way marketers can design pages. drag and drop functioning device-specific previews
- New way to create content hierarchy Heat maps to test how well your users interact Analytics real-time tips and updates as you create and publish content Zenith will act as the central headless tool in Sitecore 9.1, providing a platform for dynamic changes under one interface.
- Commerce: .Net Core 2.0 PaaS Support Module plugin based model Integrates with Rules Engine + Marketing Automation New dashboard Business User Experience Manager SPEAK 3 Storefront: Commerce specific components Multi-tenant Helix based