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SmartSync Server - Wizard Installation

The following procedure walks you through the process of installing SmartSync Server or upgrading your version of SmartSync Server using the Installation Wizard. Firms using a named user account to run the SmartSync FileService must perform a manual installation

Complete the procedures for the topics listed under Configuring Your Windows Server.

  1. Download the SmartSync Server installer.
  2. Double-click the Setup file.
  3. (If applicable) Click Yes or Continue on the User Account Control dialog.
  4. Click Next on the CaseWare installer Welcome screen.
  5. Accept the license agreement and click Next.
  6. Click Change to modify the Request Folder path. Click Next.
  7. Select to run the SmartSync FileService as a Local Service or Network Service. Click Next.
  8. Click Change to navigate to the Sync File Path where the SmartSync top-level parent files will be stored on this server. Also known as the Publish Folder.

    Note: For network shares, use a UNC Path. Example: \\SERVER01\Shared_Sync_Folder

  9. Type a Description for the server. This will display on the Servers tab in Working Papers. Click Next.
  10. Click Install.
  11. (If required) Microsoft .Net 4.0 Framework is installed. Accept the license agreement and click Install. Click Finish once the .Net installation is complete.

    Note: Microsoft Server 2012 requires .Net 4.5 Framework to be installed.

  12. (If required) Microsoft C++ 10.0 is installed. Accept the license agreement and click Install. Click Finish once the C++ installation is complete.
  13. Click Finish.

SmartSync Server is installed.

 

  • If the Publish Folder is local to the server where SmartSync Server is installed, do not share it.
  • If the Publish Folder is on a mapped drive or a network share, the folder must be shared.
  • The network service or user account that runs the file service requires full Read and Write access to three (3) folders: the location of the parent file (Publish Folder), "C:\CWRequests", and "C:\Program Files\CaseWare SmartSync Server".
  • The IIS application pool account called CaseWareAppPool requires full Read and Write access to the location of the parent file (Publish Folder).

 

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