Recommendations and Best Practices
This list is mostly based on experience supporting our customers around the world.
Installation
- Carefully check the requirements and recommended settings before installing the product.
- Do not install the product on an Exchange server. It may either not work at all, or work badly.
Permissions
- Create a dedicated user account along with a mailbox to run the product and grant that account all the permissions it needs; not more, not less. The password for this user should never expire.
- Always use that account to start the application, also in batch mode. Avoid impersonating a specific user account to access the directory, or the Exchange environment. Make it simple.
- Preferably use certificate-based authentication to connect to Office 365.
Database
- SQL Server Express LocalDB database: For better performances, do not move the database to a shared resource and leave it on a local disk. Backup it regularly. Since an SQL Server Express LocalDB database is limited to 10 GB, purge and compact your database once it has approximately reached 9 GB in size, or create a new one.
- SQL database: Do not create the database on a SQL server used by critical applications for it may impact their performance. Set the recovery model of the database to 'Simple'.
Task automation
- Always set the user account dedicated to Promodag Reports to start your scheduled tasks.
- Import data on a daily basis. The process is shorter and easier to monitor.
- Import batch jobs should be scheduled from 1AM GMT/UTC onwards, after yesterday's logs have been closed.
- Make sure that none of your tasks is scheduled to start at the same time as another one.
- Do not create one batch per report or per action. Should you need to generate several reports on a daily basis, add them to one single batch file.
- Activate email notifications in order to make sure that all batch jobs have completed successfully.
Troubleshooting
- Check our Knowledge Base before sending a support request. It will provide you with helpful information and answers to FAQ's.
- If you are experiencing a problem, use the Help > Check for Updates option to verify that you are running the latest version and update your installation if applicable.
- Use the Help > Technical Support Request option if possible. A written request that contains precise details will be dealt with faster than a voice message saying that something does not work.