4. Smartsync Set up

1. DOWNLOAD AND INSTALL


SmartSync is a Windows program. It should be installed on a PC or server with .NET Framework 4.6+.


  • Make sure you have admin rights to your PC/Server

  • Make sure the PC has .Net framework 4.6+ – Windows 7, 8, 10

  • Download and run the installer file from Business>Settings>Integrations

Export Type: SmartSync 50

Select last version available


  • Run the executable and follow the Wizard

  • You will need the API key from Zahara – this is found in Admin > Settings



2. CREATE NEW USER FOR SQL STUDIO


Right-click on the SQL instance and click on Properties>Security


Make sure that Server authentication is set up as SQL Server and Windows Authentication mode


Restart the SQL Server Service


Create a new user called Zahara with password Zahara (Security>Login>Right click>New login)





3. CREATE (SmartSync) DATABASE IN SQL SERVER


Manually create a SQL database

Database>right click>New database

Call it "SmartSync"


3. LOAD THE SQL SCRIPT


In SQL Management Studio click on File>Open>File



and browse for C:\Program Files (x86)\Click2Scan\SmartSync\InstallFiles\SmarSync SQL Server Tables.sql. Open the file.


Then execute


Change the Zahara login permissions in User Mapping to give this user access to the SmartSync SQL database.


5. SET UP SmartSync PROFILE


In SmartSync software open the profile (Select action>Edit profile)


In the step 3 you have to set up the SmartSync profile database Connection


Copy and paste this example in the connection string:


Provider=SQLOLEDB.1;Data Source=SERVERNAME\SQLEXPRESS;Persist Security Info=True;Password=zahara;User ID=zahara;Initial Catalog=SmartSync


Replace SERVERNAME with the name of the server.


Test connection




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