Disable data collection from specific environments or instances

Overview

Once you connect Sitefinity CMS to Sitefinity Insight, Sitefinity Insight starts tracking traffic to your sites and collecting data for all visitors to provide you with various reports, build persona segments, assign lead scores, and so on. There are cases, however, when you want to disable data collection but keep the Sitefinity Insight configuration options active.

The most common example is a setup with separate dedicated environments for content staging (internal) and production (live). For content staging environment, you want to make all site configuration options for personalization, A/B testing, and so on available for proper content preview, yet, you don’t want internal traffic to and interactions with the staging environment pollute your site statistics and reports in Sitefinity Insight. To achieve this, you disable Sitefinity Insight tracking on the content staging environment, while keeping Sitefinity Insight tracking enabled on live environment.

IMPORTANT: You can modify the configuration files of self-hosted Sitefinity CMS only. The following procedure does not apply to Sitefinity SaaS.

Disable tracking

By default, once configured, the Sitefinity Insight tracks all sites. To disable tracking and collecting data from a specific environment, you modify and deploy the DigitalExperienceCloudConnectorConfig.config file on that environment and set the disableTracking attribute:

RECOMMENDATION: We recommend that you apply config transformation between environments, so that you can control the value of the disableTracking attribute in each environment. For more information, see Manage configurations in CD pipeline.

Another option is to modify the setting from Sitefinity CMS backend » Administration » Settings » Advanced settings » DigitalExperienceCloudConnector and selecting the Disable Sitefinity Insight tracking checkbox. Once you save this setting, it is persisted in the DigitalExperienceCloudConnectorConfig.config XML file on the file system. To apply the setting, you need to restart your system.

RECOMMENDATION: We recommend that you disable tracking through deployment of the .config file. Editing configuration value through the Advanced settings is considered dangerous in NLB scenarios, as the change will affect only the configuration of the current node, leaving your other nodes with different configuration. As this configuration setting has effect on the HTML of rendered pages that may be cached, you may end up with some pages being tracked, while others are not tracked for the whole environment.

Result

As a result, the connector functions in a “read-only” mode. This means settings on the content editing environment are set to discard traffic from this read-only environment by:

  • Unsubscribing all Sitefinity Insight event handlers from server-side tracking
  • Removing page metadata and Sitefinity Insight JavaScript SDK client-side tracking
  • Stop sending interactions that are tracked by Sitefinity Insight out-of-the-box or custom interactions based on the Telerik.Sitefinity.DataIntelligenceConnector.Facades.IDataIntelligenceClientsFacade default implementation

However, this setting modification will have no effect on non-tracking Sitefinity Insight features, such as A/B tests functionality and personalization rules setup.

Implementation details

When you disable Sitefinity Insight from collecting data from a specific environment, the following aspects of tracking are affected.

Client-side scripts

The client-side scripts that Sitefinity Insight injects into the HTML of pages it tracks in Sitefinity CMS are removed. This results in faster and leaner HTML. Keep in mind, however, that on pages that are already cached, the scripts will continue to be loaded.

Server-side tracking

All server-side tracking events, such as user registration or login, form submissions, file downloads, and so on are disabled.

NOTE: All custom events handlers based on Telerik.Sitefinity.DataIntelligenceConnector.EventHandlers.TrackingHandlerBase<T> are disabled as well.

Extensibility points

Any custom implementations that use the Telerik.Sitefinity.DataIntelligenceConnector.Facades.IDataIntelligenceClientsFacade will obey the disableTracking setting without code changes. Implementations not utilizing the Telerik.Sitefinity.DataIntelligenceConnector.Facades.IDataIntelligenceClientsFacade most probably will not be unaffected.

Personalization

Personalization rules in Sitefinity CMS, based on campaigns and personas, defined in Sitefinity Insight, will remained unchanged. However, visits on personalized pages or widgets, served from the instance where Sitefinity Insight is disabled, will not be reported to Sitefinity Insight.

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