File Server
To be provided by Licensee/IT Professional
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
IIS/SQL Server for SmartAdvocate
To be provided by Licensee/IT Professional
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
Admin level user ID and password for File and IIS/SQL server
To be provided by Licensee/IT Professional to be shared with SmartAdvocate
Local Domain Account Login = SAsuper Password = SAsuper@Clientname
Server Administrator Account Login = SAsuper Password = SAsuper@Clientname
SMTP Connection Information
To be provided by Licensee/IT Professional to be shared with SmartAdvocate
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)
To be provided by Licensee/IT Professional to be shared with SmartAdvocate on the desktop of the SmartAdvocate Server
Only available if data conversion purchased on work order
Case Data Spreadsheet
To be provided by Licensee/IT Professional to be shared with SmartAdvocate
Only if spreadsheet import purchased
Document Templates (PURCHASE ON WORK ORDER)
To be provided by Licensee/IT Professional
Needs to be shared with SmartAdvocate
Only if template conversion purchased
Document Files/Folder Path (PURCHASE ON WORK ORDER)
To be provided by Licensee/IT Professional
Needs to be shared with SmartAdvocate on the desktop of the SmartAdvocate
ServerOnly if data conversion, spreadsheet import, document linking or template
conversion purchased
SmartAdvocate install on IIS/SQL server
To be performed by SmartAdvocate
Once SmartAdvocate receives completed Questionnaire with all requirements, we
will 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
Client Workstations Configuration
To be provided by Licensee/IT Professional
a. IE 11 or better Installed with compatibility settings and trusted sites configured;
b. Chrome installed with SmartAdvocate document extension added and document
launcher installed
c. SmartAdvocate Registry file run
d. SmartAdvocate Outlook Plug-In installed
e. SmartAdvocate Word Merge Plug-In installed
f. SmartAdvocate Word Template Editor installed (Administrative users)
g. Pop-up blocker disabled for SmartAdvocate site
Scanner Configuration (scan to network drive)
To be provided by Licensee/IT Professional
Needs to be shared with SmartAdvocate
Create/install/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”
Conversion Testing
To be done 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
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
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 Acceptance of SmartAdvocate Database Conversion received
SmartAdvocate will schedule training for staff and Live/Cutover date once executed
documentation received
Only if data conversion, spreadsheet import, document linking or template
conversion purchased
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 IT Professional
Needs to be shared with SmartAdvocate
a. Latest back-up of database (to be available on the IIS/SQL server) – no later than
10:00 am EST one or two business day prior to scheduled live date depending
on system
b. For example, Friday at 10:00 am for final conversion to be available the following
Monday live date
Only if data conversion, spreadsheet import, document linking or template
conversion purchased
Live/Cutover Date
To be performed by SmartAdvocate via online or onsite
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