Migration Timeline Server

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 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

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)

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

Document Files/Folder Path

To be provided by Licensee/IT Professional

• Network Path to be shared with SmartAdvocate and available from the desktop of the SmartAdvocate Server

SmartAdvocate Case Management System install on IIS/SQL server

Installation to be performed by SmartAdvocate

• Requires SmartAdvocate executed Questionnaire with all prerequisites to schedule our technician for remote installation

• Requirements

• Server Installation Instructions

SmartAdvocate Migration

To be performed by SmartAdvocate

• Once SmartAdvocate completes remote installation we will schedule and perform migration of data.

Please note: The migration takes approximately one (1) hour for completion and all users must be completely logged off SmartAdvocate at least 15 minutes prior to the scheduled time of the migration and while it is being performed.

If you have any integrations, you will have to make the appropriate settings as well.

For the final migration you will need to advise us if the documents will be migrated to the new location server under the CMS folder above.  We will need access to your old server to get the past database and will need you to confirm the location.  After the migration you will need to switch your SSL certificate to the new server for appropriate use of integrations.  You may also need to switch your ftp settings for integrations such as court reporting and medical records retrieval.

If you have QuickBooks integration you will need to provide us with the updated questionnaire sent under a separate email and configure your new server accordingly.

Migration Completion

To be performed by SmartAdvocate via online

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)

Client Workstations Configuration

To be performed by Licensee/IT Professional

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

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

3. SmartAdvocate Registry file run

4. SmartAdvocate Outlook Plug-In installed

5. SmartAdvocate Word Merge Plug-In installed

6. SmartAdvocate Word Template Editor installed (Administrative users)

7. Pop-up blocker disabled for SmartAdvocate site

8. SmartAdvocate Workstation Configuration Instructions

Scanner Configuration (scan to network drive)

To be performed by Licensee/IT Professional

• 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