We had a request to customise the default Experience Analytics dashboard on a Sitecore 8.1 site. With a little guidance from Sitecore we have been able to do this easily without development, but it is a bit of a convoluted process so I thought I would outline it here.

If possible, get your site live with Analytics configured correctly and capturing data well before you start looking at customising it, as you can then browse around the default analytics pages and see the real data that is captured. You can then give an analyst access and ask them what changes would be useful.

The default dashboard looks a little like this, on a site that hasn’t had any Analytics customisation done:

All the blocks apart from are ‘by value’ which means there is no data because no profiles / personas / experience scoring has been configured. Therefore, our analyst asked if the dashboard could be changed to include more common analytics like you might find on a Google Analytics dashboard.

• Total Visits (line chart)
• Top Referring Site (bar graph)
• Top Entry Pages (bar graph)
• Pageviews + Pageview/Visit (line chart)
• Top pages (bar chart)
• Top pages over time (line chart)
• Top 10 pages (table)

These are all graphs that she found in other Analytics report pages, so all we had to do is figure out how to remove the existing charts from the dashboard and copy these from the other pages, creating a new dashboard layout.

The most relevant Sitecore documentation discusses how to create a new report page with a single chart. Using this and a bit of Sitecore knowledge you can figure out how to edit an existing complex dashboard.

The analytics reports structure is stored as Sitecore items in the core database. You can view it by using Sitecore Desktop (link from the Sitecore launchpad) and switch to Core DB using the link at the bottom right:

Then open Content Editor and browse to /sitecore/client/Applications/ExperienceAnalytics/Dashboard

You can see that beneath Dashboard are all the report folders (Audience, Behaviour, etc – which are just common Folders) and report pages (Overview, Devices, etc – using template /sitecore/client/Speak/Templates/Pages/Speak-DashboardPage)

Each report page has a PageSettings folder (template = /sitecore/client/Speak/Templates/Pages/PageSettings) that contains an item underneath it for every chart on the page. These items allow you to set the chart title and any other settings such as which metrics / dimensions to use on the chart.

Review the Layout Details for any page with multiple charts and you can see it is made up of a series of Rows and Columns which define the page layout, and renderings for each chart.

Click Edit and you can see the placeholder IDs used – now you can see how the page is put together. RowPanels are rendered one above the other (in Main.Content placeholder) and each RowPanel automatically defines a placeholder “RowPanel X.Content” where X is the row number. Then ColumnPanels are inserted into the RowPanel placeholders to set up however many columns you want to break that row into. In this example, one full width row, then two 50/50 rows.

The chart renderings themselves are inserted into the ColumnPanels using autogenerated placeholders based on the row and column number e.g. “ColumnPanel 3.2.Content” means this rendering will be shown in row 3 column 2.

To edit this becomes more interesting because you can’t simply edit this in Sitecore – Edit gives you a server error, and Change gives you an empty list of renderings:

So based on the Sitecore article we have to switch to Sitecore Rocks which is able to edit these. Install and connect to the Sitecore instance, then expand Core database to the same location. Select a report page, Right-click, Tasks, Design Layout:

Now you can edit the configuration of rows/columns by moving/adding/removing RowPanel and ColumnPanels, editing the Placeholder of each. Note that each ColumnPanel has a ‘GridColumns’ field set to 12 for full width, 6 for half width, 4 for 1/3 width, etc. Each RowPanel seems to be used for a single Row, not floating multiple charts into it.

The charts themselves use one of a number of Renderings all starting with ‘ExperienceAnalytics’ – you can copy/paste these using right click options from one page’s layout to another, or Add Rendering to pick one to add from scratch:

Each chart needs to have its Datasource set to a PageSettings child item using the matching parameters template:

Easiest is to find and copy the existing settings item from another report page, under the dashboard page, and then edit the datasource of the chart rendering item to use the new settings item.

Save regularly and reload the dashboard page, to see your changes. Here is my modified dashboard page where I have different charts:

We had some databases that were 25 gb each due to some large media items.

To shrink the database, it is not as simple as deleting the large items.

After you have identified and deleted any unnecessary items from Sitecore, do this on each database (or publish the parent section) and then Empty the Sitecore recycle bin (in each database, via the Sitecore Desktop menu).

Then you have to run the Sitecore Clean Up Database wizard. This will remove the orphaned items from the DB. Finally you can shrink the databases and the space will actually be reclaimed.

If you ever package users from one Sitecore instance to another you will find that upon install the users are disabled and the passwords need to be reset.

What if you were moving them from one version to another and need to keep the same passwords?

Fear not, just run this SQL script. It will update the passwords of all matching usernames to the original passwords, and enable the accounts. The databases must be on the same instance.

/******

 SELECT Upgraded Core DB in SQL Studio.

 In script below, Replace Old_Core with name of old DB

 First run the SELECT only to see what it's going to do, then run the update script.

 ******/
SELECT TOP 1000
      m.[UserId],
      om.userid,
      m.[Password],
      om.password,
      m.[PasswordSalt],
      om.passwordsalt,
      u.username,
     ou.username,
      m.comment,
     m.islockedout,
     om.islockedout,
     m.isapproved,
     om.isapproved
  FROM [aspnet_Membership] m
  inner join [aspnet_Users] u ON m.UserID = u.UserID
  inner join Old_Core.dbo.aspnet_Users ou ON ou.username = u.username
  inner join Old_Core.dbo.aspnet_Membership om ON ou.userid = om.userid

   UPDATE [aspnet_Membership]
  SET
  --comment = ou.username,    -- TEST!
  Password = om.Password,
  PasswordSalt = om.PasswordSalt,
  IsLockedOut = om.IsLockedOut,
  IsApproved = om.IsApproved
  FROM [aspnet_Membership] m
  inner join [aspnet_Users] u ON m.UserID = u.UserID
  inner join Old_Core.dbo.aspnet_Users ou ON ou.username = u.username
  inner join Old_Core.dbo.aspnet_Membership om ON ou.userid = om.userid

I recently posted a short introduction to the Sitecore FXM on the e3 blog, below is a more detailed version!

One new feature in Sitecore 8 is the Federated Experience Manager (FXM). This is a brand new tool designed to allow you to apply Sitecore’s marketing features to existing non-Sitecore sites. This would be ideal for clients who are investing in the Sitecore platform but also have legacy sites which aren’t being redeveloped into Sitecore. For example, associated WordPress blogs, Drupal communities, even flat microsites could contribute to a user’s Sitecore Experience profile and affect personalisation across all these sites. I’ve had a chance to experiment with this tool and this is what I found.

This new tool is an option in the new Sitecore Launchpad. It presents you with a list of sites that you have added already, along with number of visits that have been tracked through the FXM:

After creating a federated site they show in this list. For testing purposes I have added the e3 test website as a federated site. You need to enter the site’s domain and then paste some tracking script onto every page of the target site. The details of my federated site are as follows:

Now comes the fun bit. Clicking on “Open in Experience Editor” brings up a new version of the Experience Editor, geared towards being able to edit federated sites. In my instance, here you can see the e3 homepage showing up within the experience editor of my fresh Sitecore 8 instance:

From this visual editor you are able to do various things such as:

• Attach Sitecore functionality to links / button clicks (such as triggering a goal)
• Assign goals/campaigns/events to trigger when certain page(s) are viewed
• Add Sitecore placeholders at any point within the existing site, to inject new content or replace existing content

As a basic example, we could trigger a goal when a user views a case study and then display a personalised block on the homepage to highlight a particular case study, such as this one about Unicef Launchpad.

The first thing you must do is add a Page Filter. This is how Sitecore will target your personalisation to decide which page(s) it affects. Here we create a filter to match all case study pages, and assign a custom “Viewed Case Study” goal I made earlier:

Next, for the personalisation on the Homepage, I can click “Add Placeholder” and then click on a part of the page. This selects the component I have clicked and gives a choice of adding before or after that component:

In this case I have chosen “Add before” as I want to add a new component in above “Our Latest Work”. Once the placeholder is added, I can add any existing Sitecore layout in the new placeholder (for example any design component you already have built for your Sitecore site), and display the desired content. The federated site may need updated CSS to correctly display design elements from the Sitecore site, otherwise they might appear unstyled. Once I’ve finished adding the new component it looks like this:

By default this new content will display all the time. The final step is to apply some personalisation to the new block. To do this, I can select the block and choose Edit personalisation from the floating toolbar:

The following personalisation settings will show the custom content if the user has viewed a case study, otherwise hide the component. You could add multiple conditions in here to display different content depending on the user’s activity.

Once all this is done and published, I can browse to the target site and it appears as normal. If I browse to any case study and then back to the homepage, I can see the new component has been injected into the page’s content:

There are many possibilities in terms of the personalisation logic you could apply, and this new ability to apply marketing features to external sites really adds a new dimension to Sitecore’s experience platform.