Migration Timeline SaaS

Owned by Implementation
Feb 05, 2021
2 min read

File Server

To be provided by SmartAdvocate

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

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

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 https://smartadvocate.atlassian.net/l/c/kwC3JgL1

Scanner Configuration (scan to network drive)

To be performed by Licensee/IT Professional

 

 

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.