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Once SmartSync is installed on the server, you must configure it with the Active Directory directories so that synchronization of users and/or groups can be initiated.

There are two processes running for SmartSync:

SmartsyncApplication: responsible for monitoring all incoming and outgoing data to Identity, where user and group synchronization is managed.
SmartsyncWebApi: responsible for the visual aspect of SmartSync, where you can view statuses, configure settings, and download logs.

After installing and configuring SmartSync, you must keep the SmartsyncApplication process running.

SmartSync initial setup

^{To perform this action, SmartSync must be installed and running on the server.}^.

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><b>ATTENTION

><b>PLEASE NOTE!</

b><br>If

b><br>SmartSync

an

creates

old

Windows

Active

services

Switch SmartSync port

^{To perform this action, SmartSync must be stopped and closed. The port can be changed at any time.}

01. Open the appsettings.json file with the help of a text editor. It can be opened in Windows Notepad

02. Locate the URL field and change the port. The default port is 5325. Image Removed See image

Acess SmartSync

In order for access to be possible, the SmartsyncApplication and SmartsyncWebApi services must have been previously initialized. When you open the applications, the browser will launch, opening the SmartSync home page which is located at http://localhost:5000/home.

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SmartSync is organized under the tabs Home and Active Directory.

If this is the first access, you will need to configure SmartSync, which consists of the Proxy and Active Directory steps (explained in the items Proxy settings and Add Active Directory of this documentation).

Home

The Home tab presents the main information about SmartSync.

Connecting to Identity

In this section, you will enter the environment to be connected to AD. The default setting is the production environment: https://app.fluigidentity.com/.

Edit environment: Make protocol and environment changes in the fields below to test the connection to Identity.

Test connection: Check whether the connection was established for each environment where the registered AD points.

Proxy settings

^{Proxy settings are not yet available in the current version of SmartSync.}

In the default system configuration, SmartSync uses the proxy settings defined in the operating system to connect to AD Sync.

Event logs

Displays the logs recorded by SmartsyncWebApi and SmartsyncApplication. You can export this log in .txt format to see the details of the detected events. Events that are logged include application date and start, connected environment, connection tests, filters used to find users and groups, and Active Directory inclusion errors.

01. In the Event Logs section, choose the desired log: SmartsyncWebApi or SmartsyncApplication.

02. Check the period you wish to track.

03. Click Export.

04. Locate the log to be exported.

this documentation.
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Windows Service Manual Creation

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^{SmartSync creates Windows services automatically at the time of installation.}

01. Access the Windows prompt (cmd) and enter the following command to install the Windows service.

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sc create "SmartSync.Application" binpath="C:\Program Files\TOTVS\SmartSync\Application\SmartSync.Application.exe"

02. Still at the Windows prompt, type the command below to start the service.

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sc start "SmartSync.Application"

SmartSync initial setup

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^{To perform this action, SmartSync must be installed and running on the server.}^.

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			<p class="lms-callout-text"><b>ATTENTION!</b><br>If an old Active Directory is migrated, during the migration it will not be possible to validate the login and password in AD. Users who need to refresh the cache (valid for 14 days from the time of creation) will not be able to authenticate.<br> Therefore, we recommend that this procedure be done during periods of lower system usage, such as in the early morning or on weekends.</p>
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01. Open the application and click the Configure button.

02. Include the protocol and environment information, which can be production or customerfi. Click Test to ensure that communication is occurring.

03. Click Next to continue configuring SmartSync. Proxy settings are not yet available in the current version of SmartSync.

04. Click Next and enter the Active Directory information registered in TOTVS Identity.

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IP/Server name
Only the IP or AD server name, without the 'LDAP://' protocol and the service port.

User and Password
Active Directory admin login and password (admin credentials required).

Domain
Root domain. Base DN or first level. This information must be provided by the Active Directory administrator.

Token
Token copied from the directory in Identity. For more details about the token, check the item Copy token from directory in the Active Directory documentation.

05. Click Finish.

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If the data is correct, after the configuration is complete, the main SmartSync screen will be displayed with the configured AD information.

If the data is incorrect, an error message will be displayed, and a new token must be generated to attempt configuration again.

Switch SmartSync port

...

^{To perform this action, SmartSync must be stopped and closed. The port can be changed at any time.}

01. Open the appsettings.json file with the help of a text editor. It can be opened in Windows Notepad

02. Locate the URL field and change the port. The default port is 5325. Image Added See image

Acess SmartSync

...

In order for access to be possible, the SmartsyncApplication and SmartsyncWebApi services must have been previously initialized. When you open the applications, the browser will launch, opening the SmartSync home page which is located at http://localhost:5000/home.

Painel

borderColor	#f2f2f2
bgColor	#f2f2f2

SmartSync is organized under the tabs Home and Active Directory.

If this is the first access, you will need to configure SmartSync, which consists of the Proxy and Active Directory steps (explained in the items Proxy settings and Add Active Directory of this documentation).

Home

...

The Home tab presents the main information about SmartSync.

Connecting to Identity

In this section, you will enter the environment to be connected to AD. The default setting is the production environment: https://app.fluigidentity.com/.

Edit environment: Make protocol and environment changes in the fields below to test the connection to Identity.

Test connection: Check whether the connection was established for each environment where the registered AD points.

Proxy settings

^{Proxy settings are not yet available in the current version of SmartSync.}

In the default system configuration, SmartSync uses the proxy settings defined in the operating system to connect to AD Sync.

Event logs

Displays the logs recorded by SmartsyncWebApi and SmartsyncApplication. You can export this log in .txt format to see the details of the detected events.

Logs are stored according to the log level chosen:

Info: shows expected messages for regular use of SmartSync, as well as debug, warning and error messages.
Debug: shows debug messages that are only useful during development, as well as warning and error messages.
Warning: shows possible problems that are not yet errors, as well as error messages.
Error: shows problems that caused errors in SmartSync.

Events that are logged include application date and start, connected environment, connection tests, filters used to find users and groups, and Active Directory inclusion errors.

Export event logs

...

01. In the Event Logs section, choose the desired log: SmartsyncWebApi or SmartsyncApplication.

02. Check the period you wish to track.

03. Click Export.

04. Locate the log to be exported.

05. Click Export.

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With this, the event log is downloaded and can be viewed in Notepad or your preferred text file reader.

Edit log level

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01. In the Event logs section, click the Edit logs button.

02. Choose the log level you want: info, debug, warning or error.

03. Click Save. 05. Click Export.

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With this, the event log is downloaded and can be viewed in Notepad or your preferred text file readerAfter saving the change, the chosen level will only be valid for the next logs generated.

Active Directory

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On this tab, you can add the Active Directory directories that will be managed by SmartSync.

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Informações

title	Attention!

This document is valid from 5.0.0 update. Previous updates may contain different information than what you see on your SmartSync.

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SmartSync initial setup

Switch SmartSync port

Acess SmartSync

Home

Windows Service Manual Creation

SmartSync initial setup

Switch SmartSync port

Acess SmartSync

Home

Connecting to Identity

Proxy settings

Event logs

Export event logs

Edit log level

Active Directory