Sitecore 10 Experience Platform Roles

Following are the different roles available in Sitecore Experience Platform. Follow the provided link for each role to get more information.

Application Roles

xConnect Collection service

The xConnect Collection service performs the following functions:

  • Receives contacts and interactions, either individually or in a batch
  • Allows reading of contact and interaction data by ID or identifier
  • Supports data extraction

xConnect Collection Search service

The xConnect Collection Search service allows you to search contacts and interactions using the xConnect Client API or another API that consumes the oData service. This role can also collect data.

xConnect Search Indexer

The xConnect Search Indexer role updates the xDB index.

Marketing Automation Engine

The Marketing Automation Engine role processes campaign and activity enrolments, and moves contacts through campaigns.

Marketing Automation Operations service

The Marketing Automation Operations service allows you to manage contact enrolments or register live events using the Marketing Automation Operations API.

Marketing Automation Reporting service

The Marketing Automation Reporting service allows you to retrieve plan and enrolment statistics using the Marketing Automation Reporting API.

xDB Processing

The xDB Processing role analyses and aggregates collected data to make into usable in reporting.

xDB Reporting service

The xDB Reporting service retrieves reporting data from various data sources to use in Sitecore reporting applications.

Reference Data service

The Reference Data service allows you to create or retrieve reference data using the Reference Data Client API. Examples of reference data include event definitions and airport codes.

EXM Dispatch

The EXM Dispatch role is a Core role that has been configured to generate emails and dispatching them to the email message transfer agent (MTA).

Universal Tracker Processing service

The Universal Tracker Processing service is responsible for submitting the data collected by the Universal Tracker Collection service. The service performs pre-filtering, enrichment, and post-filtering on all analytics data before submitting to xConnect.

Universal Tracker Collection service

The Universal Tracker Collection service collects live interaction data and stores that data temporarily in the Universal Tracker database.

Sitecore Cortex Processing Engine

The Sitecore Cortex Processing Engine service performs data processing tasks at scale.

Sitecore Cortex Reporting service

The Sitecore Cortex Reporting service provides a service for storing and querying reporting data. In Sitecore 9.1, the service only used by the Experience Optimization feature to write personalization rules to the xDB Reporting database.

Sitecore Cortex Processing Table Storage service

The Sitecore Cortex Processing Table Storage service is used to access data such as data projection results in blob storage.

Sitecore Cortex Processing Blog Storage service

The Sitecore Cortex Processing Blog Storage service is used to manage trained machine learning models in blob storage.

Experience Platform storage roles

xDB Collection database

The xDB Collection database stores analytics data, including contacts and interactions. Refer to the xConnect and xDB documentation for more information about using the xConnect Client API to read, write and search contacts and interactions.

The xDB Collection database consists of a Shard Map Manager and two shards. For more information about configuring the xDB Collection database shards, see Scaling and configuring the xDB Collection database.

xDB Processing Pools database

The xDB Processing Pools database performs the following functions:

  • Stores work items with IDs for newly created contacts and interactions. Work items are added by the xConnect Collection service and consumed by the xDB Processing role during live aggregation processing.
  • Acts as a retry mechanism for live aggregation, history aggregation and distributed processing by storing work items with IDs for contacts and interactions that could not be processed and should be retried. Work items are added by and consumed by xDB Processing role.

xDB Processing Tasks database

The xDB Processing Tasks database stores processing tasks related to history aggregation and distributed processing.

xDB Reference Data database

The xDB Reference Data database contains marketing reference content for all xDB data such as definitions and taxonomies.

xDB Reporting database

The xDB Reporting database contains data that has been aggregated or reduced by xDB Processing.

EXM database

The EXM database stores the email dispatch queue used by the EXM Dispatch roles to handle email generation and dispatching.

Message Bus

The Message Bus role runs on Rebus and is a message transport mechanism which allows application roles to communicate across boundaries.

Marketing Automation database

This Marketing Automation database contains marketing automation plan and activity enrolments, and automation pool.

Sitecore Cortex Processing Storage

The Sitecore Cortex Processing Storage role stores data related to the Sitecore Cortex Processing Engine such as data projection results and trained machine learning models.

Sitecore Cortex Processing Tasks database

The Sitecore Cortex Processing Tasks database temporarily stores tasks to be processed by the Sitecore Cortex Processing Engine service.

Universal Tracker database

The Universal Tracker database temporarily stores live interaction data collected by the Universal Tracker Collection service.

Experience Platform indexes

xDB index

The xDB index contains contact and interaction data, and is updated by the xConnect Search Indexer service.

FXM Master index

The FXM Master index contains all versions of every item on your FXM websites. Changes that you make to the content are added every time the index is rebuilt.

FXM Web index

The FXM Web index contains published version s of every item on your FXM websites. Changes that you make to the content are added every time the index is rebuilt.

Master Marketing Assets index

The Master Marketing Assets index contains a list of all media items that are classified as assets in the Master database.

Web Marketing Assets index

The Web Marketing Assets index contains a list of all media items that are classified as assets in the Web database.

Master Marketing Definitions index

The Master Marketing Definitions index contains definitions such as goals, outcomes, and campaigns and is created from the Master database.

Web Marketing Definitions index

The Web Marketing Definitions index contains definitions such as goals, outcomes, and campaigns and is created from the Web database.

Suggested Test index

The Suggested Test index provides storage for computed values for all of the content items in the content tree and is used to suggest the items that should be optimized.

This index drives the suggested test list in the Experience Optimization and inside the Experience Editor. It is also used in the Sitecore client UI to show when a test has ended.

Testing index

The Testing index contains test definition items used in the test lists in Experience Optimization and the Experience Editor. This does not include the suggested tests list.

It is also used in the Sitecore client UI to report on any tests present on an item.

Personalization index

The Personalization index stores information about which page definition items in the content tree are personalized and which personalization rules the pages use. The index drives the Personalization dashboard tab in the Experience Optimization application.