Configure a dedicated email dispatch server

Last updated Thursday, June 1, 2017 in Email Experience Manager for Administrator, Developer

Dedicated EXM servers generate messages in the same way as the master server does. This allows you to speed up the message generation and sending process. You can install one or more dedicated email dispatch servers depending on your typical dispatch scenario and deployment environment. All servers share the same databases.

To configure a dedicated server:

  1. On the dedicated server, install Sitecore Experience Platform and configure it the same way as on the master server. Copy the whole Sitecore installation folder (excluding the databases) to a separate Windows server installation and configure an IIS website with a unique internal hostname, for example, exm-dedicated.mysitecore.net.

    Important

    To avoid installation issues, you should start configuring a dedicated server with a clean Sitecore installation without EXM-related files or settings.

  2. On the dedicated server, set the folder permissions required for Sitecore to run.
  3. On the dedicated server, in the Sitecore.config file, edit the absolute paths so that they point to correct locations. For example, in the dataFolder setting.
  4. On the dedicated server, in the \App_Config\ConnectionStrings.config file:
    • Ensure the connections point to the same databases as the master server uses.
    • Add the exm.master connection string:
    <add name="exm.master" connectionString="user id=user;password=password;Data Source=(server);Database=Sitecore_EXM" />
  5. Extract the relevant Email Experience Manager - Email processing package to your website root folder on the dedicated server.
  6. On the master server, in the Sitecore.EmailExperience.ContentManagementPrimary.config file, in the <DedicatedServers> section, enter the address of the dedicated server. For example:
    <DedicatedServers>
       <address value=" http://dedicated.server " />
    </DedicatedServers>

    Note

    If you enter the IP address of the dedicated server in the address setting (for instance: <address value="http://10.38.41.24" />), then on the dedicated server, Sitecore must run on the default web site.

    You have now configured the dedicated server. You can configure several dedicated servers using this procedure.

When you start the dispatch process on the master server, the same process starts on the dedicated servers. As long as there are subscribers left in the list in the EXM dispatch database, each server accesses the list, takes one of the remaining subscribers, generates the message for them, and passes the message to the message transfer agent configured for this server.

Tip

Use the Sleep setting in the SendEmail pipeline to balance the load between the master server and the dedicated servers.

Send feedback about the documentation to docsite@sitecore.net.