Enhancing the security of your DTM implementation

We are all aware of the importance of creating secure products. In a previous post, I explained how to set up a workflow for a DTM implementation. One of the consequences of using this workflow is that only a reduced number of users can cause damage to the website via DTM. This is also good from the security perspective, as it reduces the risks of a successful attack. This is probably enough for most companies.

Financial institutions and DTM

Having said that, we must also realise that it is virtually impossible to create a completely invulnerable software product and DTM is not an exception. Banks and similar companies take the security to the next level. For them, the minimum security level should be “paranoid”. For obvious reasons, this paranoid level of security also applies to DTM. If an attacker gained access to DTM, he could very easily inject malicious JavaScript code to the whole website, by just adding a page load rule.

There are many places in DTM where an attack could take place; this is what is called the attack surface:

  • Use brute force to get to the password of one of the publishers or administrators.
  • Find a vulnerability in the DTM UI and gain control of an account.
  • Find a vulnerability in Akamai (current provider for DTM) and gain control of the servers.

I am not implying that DTM is insecure; I am 100% sure that the developers take security very seriously, but we must never forget that there can always be a hidden security hole.

Self-host DTM library

The immediate solution to reduce the attack surface is to self-host the DTM library. You would just use the DTM UI to create the rules and, once the development is finished, download the DTM JavaScript library. You can then run an audit of the files and host them in your own servers, which you have already hardened. With this approach, all three security concerns raised in the previous paragraph are gone. Even if an attacker gained access to the DTM, he could not modify the DTM library in your production servers.

In order to do this, you first need to enable the “Library download” option, under the “Embed” tab.

DTM library download enabled

After configuring the options, you get a URL to download both the staging and production libraries:librarydownload-2

Remember to update the links to the library in the HTML, as specified in the “Header code” section:

librarydownload-3

DTM library workflow

The previous solution works, but it adds a level of complexity for the DTM users. When debugging unpublished rules, the DTM Switch is completely useless, as it only works if the library is hosted in Akamai. You need to use tools like Charles, which make the whole process more complicated: you might need a license, you will need to download the library with every rule change, you need to learn how to manually replace the live DTM files with your local version… One problem has been solved, but a new one has been created. In particular, non-technical people will find quite challenging this solution.

My proposal in this case is to use a hybrid solution:

  • Use Akamai for the development environment
  • Use self-hosting for the test and production environments

and a create new workflow:

  1. The report suites in DTM should always point to development and/or UAT values.
  2. Your friendly marketer should have access to a development server with a working version of the website, where DTM is loaded from Akamai URLs, as with the typical DTM deployment. In this environment, she can easily create and test new rules using the DTM Switch. She should only have user permissions in DTM. Any successful attack on DTM will be confined to the development environment.
  3. Once the rules have been finished, a tester should verify the correctness of them. If everything is correct, the tester should approve and publish the rules. This is different from the workflow I suggested in a previous post: now, the tester has both approve and publish privileges.
  4. An automated script should download regularly the production DTM library and deploy the JavaScript files in the SIT/UAT/staging environments.
  5. Security audits should regularly be made to these JavaScript files.
  6. When pushing the whole development environment to SIT/UAT/staging, another script or process should automatically modify the DTM links in the HTML, to point to the correct server (not Akamai). These links are those in the “Library Download” tab.
  7. Website testers should only see the approved and published rules and report any errors.
  8. In pre-production, the report suite ID of the DTM library should automatically be replaced with the production RSID.
  9. The production environment should be exactly the same as pre-production.

It is a complicated solution, but it combines both the easiness of the DTM Switch for development and the security of self-hosting.

On final note. You will have noticed that the SIT/UAT/staging environment will have a slightly different version of the DTM library, than pre-production and production, as the RSID will be different. I would also expect that server names will be different. In this case, one solution is to replace the URLs in DTM with placeholders:

librarydownload-4

Your scripts I mention should also do a find and replace in the JavaScript files, looking for these placeholders and replacing them with the correct URL.

DTM, products and W3C data layer

Before getting into the details of the post… Happy New Year to all of you! I hope that 2016 is full of DMPs, DTMs and Analytics 🙂

Now, going back to today’s topic, I want to talk about how to create the products string in DTM using the W3C data layer. One of the reasons why we prefer a tag management solution (TMS) over hard-coded snippets is to write less code. All modern TMSs include features to set analytics variables using a point and click interface, usually through Web. In the case of DTM, you can create a data element that reads a data layer variable; you can then assign it to an eVar or a prop, without writing a single line of code.

However, when it comes to the products string, things are not that easy. There is no simple way of creating a one-size-fits-all solution for this variable. Let’s have a quick reminder of this variable’s structure:

which can be repeated as many times as needed, once for each product, using the comma as separator. Each element in this structure has its own rules:

  • Category. It is rarely used, as there was a limitation in SiteCatalyst v14 that only allowed one category per product. This limitation was lifted with v15, but very few implementations use it anyway.
  • Product. This is the only mandatory element.
  • Quantity. Only on the order confirmation page.
  • Price. Total price of all units combined for that product; only on the order confirmation page.
  • Product-specific events. Optional.
  • Merchandising eVars. Optional and, usually, only on product view or add to basket.

Data Elements for products

As it can be seen, there are many potential combinations of these elements. As a consequence, my recommendation is to create one data element (custom script) in DTM for each of the cases. For example:

  • Product listing page (PLP)
  • Product description page (PDP)
  • Cart page
  • Add to basket
  • Remove from basket
  • Order confirmation page

products-dtm

As an example, on the order confirmation page, you could use code similar to the following:

In this example, if a product is a gift, event48 should also be set.

Remember to use the correct data layer object for each case:

  • digitalData.product: PDPs and PLPs
  • digitalData.cart: add to basket event, cart and checkout pages
  • digitalData.transaction: order confirmation page

I have already described some details about digitalData.product and digitalData.cart in my post The W3C data layer – part II.

Products in rules

As you know, the recommended approach to set Adobe Analytics variables using data elements and is to use directly the UI:

dtm-vars

However, the products string and the purchaseID variable cannot be set through the UI. The only option is to set them in code, using something similar to:

Please note that the events string must also be updated depending on the product-specific events. Following the previous example, event48 needs to be set only if it is set in the products string. In rules where the Adobe Analytics call is s.tl() , DTM will detect that s.products  has been set and will add it to s.linkTrackVars , but not the events in it. Thus, the variable s.linkTrackEvents  must also be updated. For example:

Be careful if you use “eventX” without the equals sign (=) in the call to indexOf() , as there is the small risk of setting the wrong event. For example, s.products.indexOf("event12") will detect event12, but also event120event129.