Separating the contact management database

When using contact management on high‑traffic websites, the system needs to store a very large volume of data in order to keep records of all contacts, their activities and other related information. This may complicate database administration and make it difficult to perform regular backups. For these reasons, Xperience provides a way to move all tables and database objects associated with contact management to a separate database (including the currently stored data). Doing so allows easier management of the application’s main database, without the need to deal with the contact data.

There can only be one separated contact management database for the entire system, even when hosting multiple websites. It is not possible to create a different database for each site.

When should you use a separate contact management database?

• When the amount of data stored in the contact management tables is too large to back up in the same interval as the main database.

When not to use a separate contact management database?

• If you do not store a large amount of data in the contact management database tables.
• If you do not plan on backing up your main database in frequent intervals.

Tables affected by contact management database separation

The separation procedure affects the following database tables:

• CMS_Consent
• CMS_ConsentArchive
• CMS_ConsentAgreement
• Newsletter_ClickedLink
• Newsletter_IssueContactGroup
• Newsletter_Link
• Newsletter_OpenedEmail
• OM_Account
• OM_AccountContact
• OM_AccountStatus
• OM_Activity
• OM_ActivityRecalculationQueue
• OM_ActivityType
• OM_Contact
• OM_ContactGroup
• OM_ContactGroupMember
• OM_ContactChangeRecalculationQueue
• OM_ContactRole
• OM_ContactStatus
• OM_Membership
• OM_Rule
• OM_Score
• OM_ScoreContactRule
• OM_VisitorToContact
• Personas_Persona
• Personas_PersonaContactHistory

Running the database separation

Use the following steps to separate the system’s contact management data into a different database.

1. Open the System application.

2. Select the DB separation tab and click Separate contact management database.

   • This starts the database separation wizard.

3. Specify the SQL server to which you wish to transfer the contact management database and enter the connection credentials.

   • You can identify the server through its name or IP address.
   • It is possible to use a different server than the one containing the main database.
   • The separated database may be hosted on all server types supported by Xperience.

   

4. Continue by clicking Next.

5. In Step 2, choose to either:

   • Create a new database for the contact management DB objects and data

   • Import the DB objects and data into an existing database on the server specified in the previous step.

     • Make sure the existing database does not contain any of the tables that are included in the separation. See the top of the topic for a list.
     • Make sure the existing database is case insensitive.

6. Type the name of the target database into the appropriate field.

7. Click Disable tasks.

   You need to prevent all scheduled tasks in the system from running, because the database will be unavailable during the separation process. If a task is currently being executed when you click the button, the disabling action waits until the task is finished. The tasks will automatically be enabled again when the separation is completed.

   

8. Click Next to begin the separation. The wizard displays a log while the database operations are being performed.

9. Click Finish in the final step of the wizard.

   • The on-line marketing data is removed from the application’s main database (including the database table structure and other related objects).
   • The system re-enables the inactive scheduled tasks.

When the process is completed, all contact management data is transferred to the new database. If you view your Xperience administration project’s web.config file, you can notice that an additional connection string for the new contact management database is now present in the <connectionStrings> section:

<add name="CMSOMConnectionString" connectionString="..." />

You need to manually copy the connection string for the new contact management database to your live site (MVC) project’s web.config file. The same applies for any other web farm instances that may be running your application (either for the live site or the administration).

Result

The new database status is reflected on the General tab of the System application, in the Database information section.

All functionality of the website and administration interface remains the same as before the separation.