Installing SmartAdvocate Plugins on Workstations

All plugins required by SmartAdvocate will be located in the “Plugins” directory on the server where SmartAdvocate is installed. You will need to install the required plugins on each work station.

Open

The Plugins directors will have several sub-directories:

\\yourserver\plugins\CaseMonitor - For Intake Users - Case Monitor Widget – new component that allows you to monitor automatically created cases that have not been personally handled by office staff yet i.e. cases that came in thru Chat, web, answering service. Widget is designed to stay in the corner of a computer monitor so it’s always visible so these types of cases do not fall thru the cracks. It will also display manually created cases that have no comments other than the first automatic case creation comment.

\\yourserver\plugins\ChromeSupport - For All Users - SmartAdvocate supports Google Chrome. Note that working with documents in Chrome requires two components: · Chrome Extension SADocumentExtension - Chrome Web Store · Document Launcher Application (MUST RUN AS ADMINISTRATOR BY RIGHT CLICKING AND CHOOSING RUN AS ADMINISTRATOR) - SADocumentLauncher.exe , located on your server in the plugins directory.  This will allow you to generate and open documents using Chrome instead of internet explorer.

\\yourserver\plugins\SAExcelTemplateEditor - For Administrative Users - Allows users to create templates in excel for document generation. This is an especially helpful tool when there is a need to work with formula calculations.

\\yourserver\plugins\SAOutlook - For All Users - Allows users to attach emails and files from outlook to cases within SmartAdvocate
***NEW Outlook instructions: NEW Outlook Plugin (for Mac and Browser)

\\yourserver\plugins\WordAddin (or WordTemplateAddin) - For Administrative Users - Allows users to create document templates in Word for document generation.

\\yourserver\plugins\WordMergeAddin - For All Users - Allows users to merge documents from within SmartAdvocate.

\\yourserver\plugins\SAwebreg - There is also a registry file (SAregistry) that is located in the plugins directory. You will need to run this file on the workstation to edit and update the registry.

For Microsoft Edge Users:

Go to SADocumentExtension - Chrome Web Store from Edge. If it brings up a banner at the top that says “Allow extensions from other stores,” select Allow. Then click the Add To Chrome button and accept any confirmation prompt that may come up.

Server Access Configuration – SAregistry

1. Go to your server plugins directory and double-click SAregistry

   Open

   

2. User Account Control will open.  Click Yes.

3. Registry Editor dialog will open. Click Yes.

4. Registry Editor will alert you when you have successfully added to the registry. Click OK.

SA Outlook Plugin

1. Go to the SAOutlook directory and double click the ‘Setup’ file. (If you do not have the ‘setup.exe file, double click on the SAOutlookAddIn file). 

2. Microsoft Office Customization Installer will open.  Click Install.

3. Once installation is complete click Close. 

WordMergeAddIn Plugin      

1. Go to the plugins folder on your server where SmartAdvocate is installed. Open the WordMergeAddIn Folder. Double Click the Setup file. (If you do not have the ‘setup.exe file, double click on the WordSADocumentMergeAddIn file). 

2. Microsoft Office Customization Installer will open.  Click Install. 

3. Once completed click Close. 

Word Template Editor Plugin

1. Go to the plugins folder on your server where SmartAdvocate is installed. Double click the Setup file. (If you do not have the ‘setup.exe file, double click on the WordSATemplateEditorAddIn file).

2. Microsoft Office Customization Installer will open.  Click Install. 

3. Once completed click Close 

    

Configuring Internet Explorer to Work with SmartAdvocate

SmartAdvocate requires version 11 of Internet Explorer.

http://www.microsoft.com/en-us/download/internet-explorer.aspx

Once you have updated your browser to Internet Explorer 11 it needs to be configured to run SmartAdvocate pages without Compatibility Mode.

1. Click on the tools button on the upper right hand corner. (Or click ALT+X)

2. Go to Compatibility View settings.

3. Uncheck Display intranet sites in Compatibility View. Make sure that your SmartAdvocate server name is NOT in the list of sites. If your server name is on the list, select it and click remove.

Configuring Google Chrome to Work with SmartAdvocate

You must install Chrome on your machine. https://www.google.com/intl/en/chrome/browser/desktop/index.html#brand=CHMB&utm_campaign=en&utm_source=en-ha-na-us-sk&utm_medium=ha

1. Click on the Chrome Extension below. https://chrome.google.com/webstore/detail/sadocumentextension/ofcdbngfnpdlmdligcclbkihfbahdnph?hl=en-US

2. Click on the Free button (on some computers this may say ‘ADD TO CHROME’ or something similar) on the right hand side and download the SADocument Extension.

3. Click Add on the pop up.

4. You must also install the SADocumentLauncher from the \\[yourserver]\plugins\ChromeSupport  folder on your server.  (Below is an example on our server)

5. Right Click on SADocumentLauncher and select Run as administrator. If your user doesn’t have administrative rights you will need to provider admin user credentials. InstallShield Wizard will open.  Click Next until you can click Finish.