Page Comparison

File Server

To be provided by Licensee/IT Professional

1. Can be the same as IIS/SQL – dependent on client requirements/available
   hardware

2. Remote connection information needs to be shared with SmartAdvocate

3. Domain\User Name and Password

4. RDP is preferred

IIS/SQL Server for SmartAdvocate

To be provided by Licensee/IT Professional

1. SQL version 2012 R2 or later with Microsoft Reporting Services installed

2. IIS with ASP.net all options enabled

3. Password for SA user on the SQL server (with full rights) needs to be shared with
   SmartAdvocate

4. Port 1433 should not be blocked, so it is possible to establish SQL connection
   from the clients (required by plugins)

5. SQL Server Browser service should be enabled

6. TCP/IP protocol should be enabled

7. Requirements https://smartadvocate.atlassian.net/l/c/fKB5N3tV https://smartadvocate.atlassian.net/l/c/fNL9WX1T https://smartadvocate.atlassian.net/l/c/0NFNcPSd

8. Server Installation Instructions https://smartadvocate.atlassian.net/l/c/x3bhtD6X

Admin level user ID and password for File and IIS/SQL server

To be provided by Licensee/IT Professional to be shared with SmartAdvocate

1. Local Domain Account Login = SAsuper Password = SAsuper@Clientname

2. Server Administrator Account Login = SAsuper Password = SAsuper@Clientname

SMTP Connection Information

To be provided by Licensee/IT Professional to be shared with SmartAdvocate

1. SMTP Server Address (IP) or SMTP Host Name

2. SMTP Password

3. SMTP Server Port

4. SMTP user or email address created (SmartAdvocate@hostserver.com)

5. https://smartadvocate.atlassian.net/l/c/ZYyXfg11

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

...

• Only available if data conversion purchased on work order

• IIS/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 on the desktop of the SmartAdvocate Server

• Only if spreadsheet import purchased

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

...

• 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 templateconversion purchased

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.

1. IE 11 or better Installed with compatibility settings and trusted sites configured

...

...

1. Chrome installed with SmartAdvocate document extension added and document
   launcher installed

...

1. SmartAdvocate Registry file run

...

1. SmartAdvocate Outlook Plug-In installed

...

1. SmartAdvocate Word Merge Plug-In installed

...

1. SmartAdvocate Word Template Editor installed (Administrative users)

...

1. Pop-up blocker disabled for SmartAdvocate site

2. 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”

...

• 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 receivedConversion

To be provided by Licensee

• SmartAdvocate will schedule training for staff and Live/Cutover date once executed
  

...

• acceptance of conversion received

...

• 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

...

• Server IIS/SQL clearly labeled with date of backup

• Latest back-up of database (to be available on the IIS/SQL server)

...

• to be provided no later than
  

...

• 09:00 am EST one or two business day prior to scheduled live date depending
  on system size

...

• For example, we will need the latest database backup Friday at

...

• 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

...

• for Monday live date

Only if data conversion, spreadsheet import, document linking or template
conversion purchased

• 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

• Confirm system configurations https://smartadvocate.atlassian.net/l/c/FFrqMaNy