The Dotdigital for Magento 2 connector can be installed via Composer's dependency management tool or via FTP. Firstly though, this article begins with guidelines for a pre-installation health check to ensure all goes as well as possible before, during and after installation.
Pre-installation health check
Note: We recommend that you back up your installation before using it.
Versions and compatibility
This connector is available for Community Edition (version 2.2 upwards), and Enterprise Edition (version 2.2 upwards).
Cron installation and Dotdigital tasks
The Dotdigital for Magento connector has several cron tasks attached to the installation to ensure the connector functions correctly.
To see an up-to-date list of our cron tasks and their timings, check out our main crontab.xml file.
The cron heartbeat should be running every minute to do the required tasks and the synchronisation of data into the Dotdigital account. The connector is unable to function correctly without cron tasks.
File permissions on var/export
File permissions on your site are an important part of the connector being able to write imports to be sent to Dotdigital.
The connector will require full access (0777) to the var/export directory or full access to the CRON user running on the server.
UAT and sandbox environments
Dotdigital always recommends testing any new deploys/extensions within sandbox/UAT environments, enabling you to check the compatibility with your site and other extensions you may have installed.
For UAT and sandbox environments, you should check the types of your contact data fields in Dotdigital plus any possible firewall restrictions for API calls, i.e. when connecting an API user between Dotdigital and Magento.
To find out more about opening a Sandbox account, speak to your Customer Success representative.