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Can be the same as IIS/SQL – dependent on client requirements/available
hardwareRemote connection information needs to be shared with SmartAdvocate
Domain\User Name and Password
RDP is preferred
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SQL version 2012 R2 or later with Microsoft Reporting Services installed
IIS with ASP.net all options enabled
Password for SA user on the SQL server (with full rights) needs to be shared with
SmartAdvocatePort 1433 should not be blocked, so it is possible to establish SQL connection
from the clients (required by plugins)SQL Server Browser service should be enabled
TCP/IP protocol should be enabled
Requirements https://smartadvocate.atlassian.net/l/c/fKB5N3tV https://smartadvocate.atlassian.net/l/c/fNL9WX1T https://smartadvocate.atlassian.net/l/c/0NFNcPSd
Server Installation Instructions https://smartadvocate.atlassian.net/l/c/x3bhtD6X
Admin level user ID and password for File and IIS/SQL server
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SMTP Server Address (IP) or SMTP Host Name
SMTP Password
SMTP Server Port
SMTP user or email address created (SmartAdvocate@hostserver.com)
Microsoft Office
To be provided by Licensee/IT Professional
Microsoft Word and Excel 2010 or better needs to be installed on server and user workstations
Back-up of Current Database (to be available on the IIS/SQL server)Database Conversion
To be provided by Licensee/IT Professional
Data conversion must be purchased on work order to perform
To be shared with SmartAdvocate on the desktop of the SmartAdvocate Server
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Only available if data conversion purchased on work orderIIS/SQL
Case Data Spreadsheet
To be provided by Licensee/IT Professional
Spreadsheet import must be purchased on work order to perform
To be shared with SmartAdvocate
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Only if spreadsheet import purchasedon the desktop of the SmartAdvocate Server
Document Templates (PURCHASE ON WORK ORDER)
To be provided by Licensee/IT Professional
Needs to Template conversion must be purchased on work order to perform
To be shared with SmartAdvocate on the desktop of the SmartAdvocate Server
Only if template conversion purchased
Document Files/Folder Path (PURCHASE ON WORK ORDER)
To be provided by Licensee/IT Professional
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Document linking must be purchased on work order to perform
Network Path to be shared with SmartAdvocate on and available from the desktop of the SmartAdvocate
ServerOnly if data conversion, spreadsheet import, document linking or template
conversion purchased
SmartAdvocate SmartAdvocate Case Management System install on IIS/SQL server
To Installation to be performed by SmartAdvocate
Once Requires SmartAdvocate receives completed executed Questionnaire with all requirements, we
will prerequisites to schedule our technician for remote installation
Configuration of Barcoding Software
To be performed by SmartAdvocate
Once SmartAdvocate receives completed Questionnaire with all requirements,
we will schedule our technician for remote installation
Requirements https://smartadvocate.atlassian.net/l/c/fKB5N3tV https://smartadvocate.atlassian.net/l/c/fNL9WX1T https://smartadvocate.atlassian.net/l/c/0NFNcPSd
Server Installation Instructions https://smartadvocate.atlassian.net/l/c/x3bhtD6X
Client Workstations Configuration
To be provided performed by Licensee/IT Professionala.
IE 11 or better Installed with compatibility settings and trusted sites configured
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Chrome installed with SmartAdvocate document extension added and document
launcher installed
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SmartAdvocate Registry file run
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SmartAdvocate Outlook Plug-In installed
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SmartAdvocate Word Merge Plug-In installed
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SmartAdvocate Word Template Editor installed (Administrative users)
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Pop-up blocker disabled for SmartAdvocate site
SmartAdvocate Workstation Configuration Instructions https://smartadvocate.atlassian.net/l/c/kwC3JgL1
Scanner Configuration (scan to network drive)
To be provided performed by Licensee/IT Professional
Needs to be shared with SmartAdvocate
Create/install/configure Configure folder option on your scanner with a destination folder for
scanned documents labelled “Scan To SA” and point that destination to a shared
public folder on your network drive labelled “ScanToSA”
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Scanner Barcode Instructions https://smartadvocate.atlassian.net/l/c/RiCfhh1f
Data Verification
To be done performed by Licensee/IT Professional
Once conversion is completed by our programmers, we will schedule a remote
online session with client to walk them through the converted data (approximately
30 minutes)Only if data conversion/spreadsheet import, document linking or template
conversion purchased on work order to perform
Documents and folder structure moved from server to new SmartAdvocate server
To be provided by Licensee/IT Professional
Needs to be shared with SmartAdvocate (This item is dependent on whether the
licensee wishes all files to be in one server or will be terminating old server)Only if data conversion, spreadsheet import, document linking or template
conversion purchased on work order to perform
SmartAdvocate Administrative Training
To be performed by SmartAdvocate via online or onsite
Pursuant to time purchased on work order
Onsite travel and expenses to be quoted separately
Executed SmartAdvocate Acceptance of SmartAdvocate Database Conversion received
SmartAdvocate will schedule training for staff and Live/Cutover date once executed
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acceptance of conversion received
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Mandatory if data conversion, spreadsheet import, document linking or template
conversion purchased on work order
SmartAdvocate User Training
To be performed by SmartAdvocate via online or onsite
Pursuant to time purchased on work order
Onsite travel and expenses to be quoted separately
Final conversion – Final Backup of Database
To be provided by Licensee’s Licensee/IT ProfessionalNeeds to
Data conversion/Spreadsheet Import must be purchased on work order to perform
To be shared with SmartAdvocate on the desktop of the SmartAdvocate
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Server IIS/SQL clearly labeled with date of backup
Latest back-up of database (to be available on the IIS/SQL server)
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to be provided no later than
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09:00 am EST one or two business day prior to scheduled live date depending
on system size
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For example, we will need the latest database backup Friday at
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09:00 am EST on the desktop of the SmartAdvocate Server IIS/SQL clearly labeled with date of backup for final conversion to be available
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for Monday live date
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Please be advised that once we have the database backup no new information will be transferred from this point. Please have your staff not enter new information into system as it will not appear in the final conversion.
Live/Cutover Date
To be performed by SmartAdvocate via online or onsite
Pursuant to time purchased on work order
Onsite travel and expenses to be quoted separately