Installation will be scheduled once server is available onsite with all requisites installed and configured and below information is provided to the Implementation team. Responses are to be emailed to Implementation@SmartAdvocate.com. You can download a template for submission here:
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All DATA COLLECTED IN THIS PROCESS AND INFORMATION SHARED BACK TO CUSTOMER AND OR VENDOR IS CONFIDENTIAL AND PROPRIETARY. TREAT YOUR DATA AS IF YOUR BUSINESS DEPENDS ON IT – WE DO!
CUSTOMER INFORMATION
Kindly provide complete information:
Company Name:
Company Address:
Company Phone:
Primary Contact Name:
Primary Contact Cell Phone:
Primary Contact Email:
...
Kindly provide complete information:
Company Name:
Company Address:
Company Phone:
Primary Contact Name:
Primary Contact Cell Phone:
Primary Contact Email:
SERVER INFORMATION (Please Complete With Your IT Professional)
...
Domain\User Name:
Password:
SQL Install Completed (Required prior to SmartAdvocate installation; provided by licensee):
SQL Version Number (SQL2012 or newer):
SQL – All Reporting Services Installed (Required for SmartAdvocate Report subscriptions):
SQL SA User Password:
SQL Full Text Search Service Installed (Required prior to SmartAdvocate installation and to be provided by licensee):
IIS Installed (ASP.net All Options; Required prior to SmartAdvocate installation and to be provided by licensee):
Local Domain Account Created (Login = SAsuper Password example – SAsuper@ClientName):
Server Administrator Account Created (Login = SAsuper Password example – SAsuper@ClientName):
Microsoft Word and Excel 2010 or better Installed (Required prior to SmartAdvocate installation and to be provided by licensee):
SMTP Server Address (IP) or SMTP Host Name:
SMTP user or email address (SmartAdvocate@hostserver.com required prior to SmartAdvocate installation and to be provided by licensee):
SMTP Password:
SMTP Server Port:
Please click here to complete installation questionnaire online https://form.jotform.com/210394181597057
THE QUESTIONNAIRE MUST BE COMPLETED FULLY INCLUDING THE SERVER CREDENTIALS AND SMTP INFORMATION TO SCHEDULE INSTALLATION
To configure your system for emailing, calendar invitations and certain integrations, we require the following information:
SMTP Host Name:
SMTP Password:
SMTP Server Port:
And create an email as follows:
Please provide the password to the above account.
For MS Office 365:
The SmartAdvocate account needs to be able to send as each other user in Office 365. The users do not need to be able to send as the SmartAdvocate user. The SmartAdvocate@hostname.com address should be added in the Send As list in each individual user’s Mailbox Permissions. You may be able to do this in bulk from the Exchange Admin Center by doing the following:
Go to the Exchange Admin Center, then Recipients, then Mailboxes. Use Shift-click and/or Ctrl-click to select all of the active users in the firm, then go to Mailbox Delegation near the bottom of the panel on the right and click Add. That will take you to “Bulk add delegation,” where you can add SmartAdvocate@hostname.com to the Send As list.
You can also edit the user’s Mailbox Permissions individually. In the Mailbox Permissions, go to the list of accounts that “are permitted to Send As this user.” Add the account SmartAdvocate uses to this list. Save changes if prompted, and repeat for the next user. Every time a new user is added to the system, it will be necessary to add the SmartAdvocate account to the Send As permissions for the new user as detailed above.
If you have authentication disabled, in office365 make below changes for SmartAdvocate account
Open the Microsoft 365 admin center and go to Users > Active users.
Select the user, and in the flyout that appears, click Mail.
In the Email apps section, click Manage email apps.
Verify the Authenticated SMTP setting: checked = enabled.
When you're finished, click
Save changes.
SmartAdvocate is fully compatible with Office 365 and after the installation there will be additional reconfiguration to be performed if your office uses Office 365. There are several parameters in the System Parameters (Internal) administrative page with the Group Description “Email Settings.” These list the email account and credentials used to send email from SmartAdvocate. The “EmailServer for emails” parameter will definitely need to be updated to reflect the Office 365 SMTP server; the others (in particular the port) may also need to be changed as appropriate.
Additionally, Office 365 requires that the account SmartAdvocate uses has permission to Send As every user who is actually using the SmartAdvocate system. Therefore, you will need to go to the Office 365 Admin Center, and for each separate user (other than the one SmartAdvocate itself uses, listed in the parameters noted above), do the following:
Edit the user’s Mailbox Permissions. In the Mailbox Permissions, go to the list of accounts that “are permitted to Send As this user.” Add the account SmartAdvocate uses to this list. Save changes if prompted, and repeat for the next user. Every time a new user is added to the system, it will be necessary to add the SmartAdvocate account to the Send As permissions for the new user as detailed above.You may have to perform similar settings as above if you have other email systems such as gmail.
For additional options to complete your Installation Questionnaire, please click here.
All DATA COLLECTED IN THIS PROCESS AND INFORMATION SHARED BACK TO CUSTOMER AND OR VENDOR IS CONFIDENTIAL AND PROPRIETARY.
TREAT YOUR DATA AS IF YOUR BUSINESS DEPENDS ON IT – WE DO!