SmartSync Server guide - Caseware International Inc.

SmartSync Server guide - Caseware International Inc.
SmartSync Server Installation Guide
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Telephone: 416-867-9504
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Website: www.caseware.com
Revision
A15
Date
22/Jan/2015
Comment
Table of Contents
1. System Overview .......................................................................................................... 1
1.1 How It Works ............................................................................................................. 1
1.2 Using Multiple SmartSync Servers ............................................................................ 2
2. Getting Started .............................................................................................................. 4
2.1 Included in the Installation ......................................................................................... 4
2.2 System Requirements .............................................................................................. 4
3. Configuring Your Windows Server ............................................................................. 6
3.1 Selecting a Service or User for the File Service ........................................................ 6
3.2 Setting up the User Account for SmartSync Server .................................................. 6
3.3 Installing the IIS Web Server on Windows Server 2008r2 ........................................ 8
3.4 Installing the IIS Web Server on Windows Server 2012 ........................................... 9
4. SmartSync Server - Wizard Installation .................................................................... 10
5. SmartSync Server - Manual Installation ................................................................... 12
6. Windows Post-Installation Configuration................................................................. 13
6.1 Active Directory Authentication ............................................................................... 13
6.2 Anonymous Authentication ...................................................................................... 14
6.3 Using a Non-Default Web Site ................................................................................ 14
6.4 Changing Default Application Pool .......................................................................... 16
6.5 Configuring Bindings and SSL ................................................................................ 17
6.6 Configuring the Firewall ........................................................................................... 18
6.7 Sharing the Top-Level Parent Folder on a Separate Server ................................... 19
7. SmartSync Server Post-Installation Configuration ................................................. 20
7.1 Configuring Publish Folders for Client Files ............................................................ 20
7.2 Modifying the Parent File Location .......................................................................... 21
7.3 Filtering Files ........................................................................................................... 22
7.4 Adding Publish Folders............................................................................................ 23
7.5 Adding Publish Folders Using Meta-Data ............................................................... 24
7.6 Adding Publish Folders Using a Configuration File ................................................. 25
7.6.1 Configuration File Syntax Values...................................................................... 25
7.7 Distributing Settings with a CWC File...................................................................... 27
8. SmartSync Server Services ....................................................................................... 28
8.1 The About.sync Page .............................................................................................. 28
8.2 The Reset.sync Page .............................................................................................. 28
8.3 The SmartSync Server File Service ........................................................................ 29
9. Troubleshooting .......................................................................................................... 32
9.1 Kerberos and Network Authentication Issues ......................................................... 32
9.1.1 Adjusting Accepted Header Size ...................................................................... 32
9.1.2 Session-based Kerberos Authentication .......................................................... 33
9.1.3 Fallback to NTLM (session-based) Authentication ........................................... 33
9.1.4 Editing applicationHost.config........................................................................... 33
9.1.5 Application Pool Crashes with Error 5011 ........................................................ 34
9.1.6 SmartSync Server File List not Refreshing ....................................................... 34
9.1.7 SmartSync Server and SmartSync Version Compatibility ................................ 34
9.1.8 Duplicate Parent Files on Server ...................................................................... 34
10. Appendix .................................................................................................................... 35
10.1 IIS Options for SmartSync Server ......................................................................... 35
10.2 Manual Installation Syntax Values ........................................................................ 36
10.3 SmartSync File Service Settings ........................................................................... 37
10.4 Meta-Data Fields ................................................................................................... 38
11. Help and Support ...................................................................................................... 40
11.1 Getting Technical Support ..................................................................................... 40
SmartSync Server Installation Guide
1. System Overview
Use SmartSync Server to maintain your client files in a central location on your network, enabling you to
securely access your files from anywhere, anytime without the need for VPN. Some of the benefits to
using the SmartSync Server include:
• Server Managed Changes
• Transmit Your Changes Securely with HTTPS/SSL
• More Robust
• Low Bandwidth Support
• Fully Integrated with Working Papers
1.1 How It Works
SmartSync Server is an add-on for Microsoft Internet Information Server. If you have a Windows server,
you already have this web service available. The diagram below shows how it all works together.
ISAPI Server Component (IIS)
SmartSync Server is a component that you integrated with your IIS web server. For most firms, no
additional hardware is required to provide this functionality. Simply install the SmartSync server as an
add-on to your current web server and you are ready to go.
Handles all SmartSync file traffic
Once the SmartSync server is installed, transmit all SmartSync traffic within you organization using this
service. By utilizing the latest web services technology, SmartSync updates to your client files are
synchronized from anywhere with an internet connection.
Pass-through Authentication
SmartSync Server authenticates users by leveraging your existing Windows Active Directory system.
Therefore, if the user can log onto their computer, they can also access SmartSync server. This alleviates
the need for your users to remember other passwords or for your IT staff to maintain an additional set of
credentials.
Supports SSL/HTTPS
To ensure confidentiality, SmartSync Server supports SSL and HTTPS encryption. All client file updates
synchronized through SmartSync Server are encrypted during transmission. When making changes at
the head office or over the Internet, rest assured that all of your client’s information stays between you
and your client.
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SmartSync Server Installation Guide
1.2 Using Multiple SmartSync Servers
You can employ multiple SmartSync Servers by installing multiple instances on a single IIS server or by
using a load balancer to switch between multiple servers.
Binding Multiple SmartSync Servers to an IIS Server
To run multiple SmartSync Servers on a single IIS server, each SmartSync Server needs to be set up in
its own folder using the manual installation method. The handler mappings setup points to the alternate
folder so that a different SmartSync Server is referenced. This involves adding a separate application
pool to use for the extra server. A separate binding also needs to be set up for each extra SmartSync
server.
Load Balancing Multiple SmartSync Servers
Multiple SmartSync Servers can be configured together for high availability using a load balancer. This
type of scenario requires that the load balancer is able to direct traffic using “sticky” sessions so that the
same SmartSync Server is used to answer the requests for any given client unless a failover scenario
occurs.
Note: This type of complex network topology should generally be undertaken with the assistance of
CaseWare Technical Support.
The diagram below illustrates a SmartSync Server setup where two SmartSync Servers are being used to
load balance requests as staff (Client 1 and Client 2) work on files stored on multiple NAS appliances.
Requests from Client 1 are directed to SmartSync Server 1 through the load balancer along the red line
and requests from Client 2 are directed to SmartSync Server 2 through the load balancer along the green
line. The NAS storage devices are available to both SmartSync Servers. In the event of a failover, the
client whose SmartSync Server is no longer available would have their requests redirected to the
available SmartSync Server by the load balancer. The same copy of the client file on the same NAS
would be accessed by the new SmartSync Server. This requires that the load balanced topology be
created with the file storage component external to the SmartSync Server so that it remains available.
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SmartSync Server Installation Guide
Data Store Load Balancing
Locate a Data Store server in each office location with users in that office set up to synchronize with that
local SQL Server. The Data Stored in the branch offices need to be populated using the central Data
Store in the data center. These data store servers would be one-way replicated from the data center data
store using SQL replication.
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SmartSync Server Installation Guide
2. Getting Started
2.1 Included in the Installation
• SmartSync Server ISAPI dll
• SmartSync Server Windows service
2.2 System Requirements
Software
The following software is required to run SmartSync Server:
Tip: Always run the latest version of SmartSync Server to take advantage of the latest features and
optimizations.
• Operating System
• Microsoft® Windows Server® 2008 (with IIS7.0 and version 6 compatibility pack)
• Microsoft® Windows Server® 2008 R2 (with IIS7.5 and version 6 compatibility pack)
• Microsoft® Windows Server® 2012 (with IIS 8)
• Failover server and regular backups recommended for High Availability (HA)
• Working Papers with SmartSync
• A licensed copy of Working Papers with SmartSync (version 2014.00 or higher) must be
installed on the same server as the SmartSync service.
• CaseWare Data Store
• Microsoft SQL Server 2005
• Microsoft SQL Server 2005 Express
• Microsoft SQL Server 2012
• Microsoft SQL Server 2012 Express
• Firewall Rules
• SmartSync Server: Port 80 for HTTP access and port 443 for HTTPS access.
• Client workstations: Port 80 for HTTP access and port 443 for HTTPS access to the IIS
web server where SmartSync Server is installed.
• For parent client files stored on a separate server, ports 135 and 139 are required for
communication between the two servers.
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SmartSync Server Installation Guide
Hardware
The following are the minimum, recommended, and maximum hardware requirements to run SmartSync
Server.
Note: SmartSync Server will run with the minimum requirements on the listed Microsoft Windows Server
versions. The following minimum hardware requirements are provided by Microsoft for Windows Server
2008 with IIS 7.0.
• Processor
• Minimum: 1 GHz (for x86 processors) or 1.4 GHz (for x64 processors)
• Recommended: 2 GHz or faster
• RAM
• Recommended: 2GB + 1 GB for every 100 users and 5000 files
• Minimum: 512 MB
• Maximum (32-bit systems): 4 GB (for Windows Server 2008 Standard) or 64 GB (for
Windows Server 2008 Enterprise or Windows Server 2008 Datacenter)
• Maximum (64-bit systems): 32 GB (for Windows Server 2008 Standard) or 2 TB (for
Windows Server 2008 Enterprise, Windows Server 2008 Datacenter, or Windows
Server® 2008 for Itanium-Based Systems)
Note: Computers with more than 16 GB of RAM require more disk space for paging, hibernation,
and dump files.
• Disk space
Note: The following are the approximate disk space requirements for the system partition.
Itanium-based and x64-based operating systems will vary from these estimates. Additional disk
space may be required if you install the system over a network.
• Minimum: 10 GB
• Recommended: 40 GB or higher
Note: Installing Working Papers with SmartSync requires a minimum of 50 MB of disk space, with
300MB recommended.
• Other
• Super VGA (800 x 600) or higher-resolution monitor
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SmartSync Server Installation Guide
3. Configuring Your Windows Server
The following topics detail what must be done on the Windows Server before installing SmartSync Server:
• IIS Options for SmartSync Server
• Setting up the User Account for SmartSync Server
• Installing the IIS Web Server (2008r2)
• Installing the IIS Web Server (2012)
3.1 Selecting a Service or User for the File Service
SmartSync Server installs a file service to the Windows server to process request such as Sync Log
Flushing and converting client files to the server installed version of SmartSync Manage this service with
another service, or a user account. It is recommended that a service be used to manage the SmartSync
File Service.
• Local Service
Use this setting when setting up the SmartSync File Service on the same server as the
SmartSync server and the copy of SmartSync. The client files must be stored on the same
server. Local service is recommended when no network resources will be used by SmartSync
Server.
• Network Service
Use this setting when the SmartSync File Service and the copy of SmartSync are on different
servers than the IIS web server with SmartSync Server or when accessing client files through a
UNC. Network Service is recommended when the service requires domain authentication
abilities.
• User Account
A user account must have permission to Log on as a service on your server to manage the
SmartSync File Service and is not recommended
3.2 Setting up the User Account for SmartSync Server
To operate the SmartSync File Service follow these steps to assign the required service properties to the
desired account.
Prerequisites
Administrator credentials.
Procedure
1. Open Administrative Tools | Local Security Policy.
2. Select Local Policies | User Rights Assignment in the left navigation pane.
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3. Scroll down in the right pane and select Log on as a service from the list.
4. Right click Log on as a service | Properties.
5. Click Add User or Group.
6. Use the dialog to add a user or service account to this right.
7. Click OK and close the Local Security Policy dialog.
Results
The rights and credentials are ready. Provide these credentials during the manual SmartSync Server
Installation to operate the SmartSync File Service.
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SmartSync Server Installation Guide
3.3 Installing the IIS Web Server on Windows Server 2008r2
This section provides instructions for installing the IIS web server on Windows 2008r2.
Prerequisites
Administrator credentials.
Procedure
1. Open Administrative Tools | Server Manager.
2. Right-click on Roles and select Add Roles.
3. Follow the on-screen instructions to add all of the IIS roles listed in IIS Options for SmartSync
Server.
Results
The IIS web server is set up and ready for the SmartSync Server Installation.
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SmartSync Server Installation Guide
3.4 Installing the IIS Web Server on Windows Server 2012
This section provides instructions for installing the IIS web server on Windows Server 2012.
Prerequisites
Administrator credentials.
Procedure
1. Open Server Manager.
2. Under Manage menu, select Add Roles and Features.
3. Select Role-based Installation or Feature-based Installation.
4. Select the local server from the list and click Next.
5. Select Web Server (IIS) and click Next.
6. Click Next on the Select Features screen and on the screen after it.
7. Follow the on-screen instructions to add all of the IIS roles listed in IIS Options for SmartSync
Server and click Next.
8. Click Install.
9. Click Close to exit the wizard.
Results
The IIS web server is set up and ready for the SmartSync Server Installation.
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SmartSync Server Installation Guide
4. SmartSync Server - Wizard Installation
Follow the procedure in this section to install SmartSync Server with the Installation Wizard. Firms using a
named user account to run the SmartSync File Service must perform a manual installation. The wizard
can also be used to upgrade your SmartSync Server without affecting your data. Follow the prompts to do
this during the wizard process.
Prerequisites
Complete the procedures to configure the Windows Server.
Procedure
1. Download the appropriate SmartSync Server installer, depending on the server operating system
(32-bit or 64-bit).
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
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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.
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.
Results
SmartSync Server is installed. Proceed with configuring authentication for SmartSync Server.
Notes
• 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.
• Users that publish or replace parent files require Write and Modify access to the Publish Folder.
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SmartSync Server Installation Guide
5. SmartSync Server - Manual Installation
SmartSync Server offers a command line installer for use by network administrators to run the SmartSync
FileService under a named user account. We strongly suggest that you contact CaseWare Support
before attempting a manual installation of SmartSync Server. Manual installations can be used to
upgrade an existing SmartSync Server without affecting your data.
This process installs the same components in the same sequence as the Wizard Installation, with less
detail. This includes creating the required folders and setting the required permissions.
Prerequisites
Complete the procedures to configure the Windows Server.
Procedure
Tip: Use Notepad or a similar application to edit the following commands. Office Word and other
programs may substitute characters, like quotations, causing errors.
1. Open an Administrator Command Prompt on your server.
2. (If applicable) Remove the SmartSync FileService added by a previous SmartSync Server 2014
installation:
a.
Enter the following command: SC delete "FileService".
b.
Navigate to the installation folder (example: C:\Program Files\CaseWare SmartSync
Server) and delete FileService. exe and FileService.exe.config.
3. In the Administrator Command Prompt enter the following command:
setupxxbit.exe /S /V "/qb ACCOUNTTYPE=2
IS_NET_API_LOGON_USERNAME=domain\username
IS_NET_API_LOGON_PASSWORD=password CWREQUESTS=C:\CWRequests
CW_SYNC_FILEPATH=C:\SyncFiles".
For more information, see .
For a list of the syntax values when performing a manual installation, see Appendix - Manual Installation
Syntax Values.
Results
SmartSync Server is installed. Proceed with configuring authentication for SmartSync Server.
Notes
• If you encounter errors or if the process halts during installation, contact CaseWare Support
before attempting the installation again . You will need to provide the installation log file to the
support team. The log file (MSIxxxxx.log) is located in the %temp% folder on the server. Ensure
this is the correct log file by verifying the date/time stamp of the file.
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SmartSync Server Installation Guide
6. Windows Post-Installation Configuration
The authorization settings for your SmartSync Server are modified at the site level in IIS on your Windows
server. There are two different options for setting this up, Active Directory and Anonymous.
6.1 Active Directory Authentication
To use Windows Active Directory authentication to authorize connections from Working Papers,
SmartSync Server must be installed on a the server that is part of the Active Directory domain and the
authentication for the SmartSync site must be configured for Windows Authentication.
Adding the Server to the Domain
To confirm that the server is part of the same Active Directory, enabling Working Papers to pass through
the Active Directory credentials to the SmartSync Server, follow the procedures outlined in the Microsoft
help:
• Windows Server 2003 and 2008 - http://technet.microsoft.com/enus/library/cc770919(WS.10).aspx
• Windows Server 2012 - http://technet.microsoft.com/en-us/library/jj200128.aspx
Configuring Windows Authentication for SmartSync Server
Configure Active Directory Authorization on IIS for SmartSync Server using the following procedure.
Prerequisites
Complete the IIS server configuration and the SmartSync Server installation.
Procedure
1. Open Administrative Tools | IIS Manager.
2. In the Connections pane, click computer name | Sites | Default Web Site.
3. Click on SmartSync.
4. Double-click the Authentication icon in the center pane.
5. In the Authentication pane, ensure that all entries are disabled except Windows
Authentication. To enable or disable an entry, select the entry and click Enable or Disable on
the Actions pane.
6. Click the computer name in the Connections pane and on the Actions pane, click Restart.
Results
SmartSync Server is configured to use Active Directory authentication.
Note: During Kerberos authentication, the security ticket includes all security groups which the user is a
member of and encodes this in the Authorization header. If the user is a member of many security
groups, the Authorization header can exceed the size limit. This can result in failed authentication or slow
response times. For more information, see Authentication Issues.
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SmartSync Server Installation Guide
6.2 Anonymous Authentication
Anonymous Authentication can be used in situations where the IIS server hosting SmartSync Server is
only available from an internal network. Users who are obtaining authorization for their requests under
this model do not need to pass their Active Directory credentials with their requests. Anonymous
Authentication uses less bandwidth when communicating with SmartSync Server.
Anonymous Authentication is less secure than Windows Authentication. It is only recommended used
when access to the server is limited to a closed network. Users accessing the SmartSync Server must be
on the same network as the server. The connection can consist of a physical connection, a wireless
connection, or a VPN connection to the local area network. Because Windows Authentication is not being
used, the server does not need to be joined to the domain.
To set up Anonymous Authentication, follow the Configuring Windows Authentication for SmartSync
Server procedure. For step 5, ensure that all entries are disabled except Anonymous Authentication.
6.3 Using a Non-Default Web Site
Run the SmartSync Server on a non-default web site once it is installed to the default web site. Use this
procedure to set up additional SmartSync Server instances that are accessed under a different URL and
that use different folders to store files.
Prerequisites
Complete the IIS server configuration and the SmartSync Server installation.
Procedure
1. Open Administrative Tools | IIS Manager.
2. In the Connections pane, click computer name | Sites.
3. On the Actions pane, click Add Web Site.
4. Type the following:
• Site name.
• Physical path location for the site folder or click
to browse for, and create, a folder.
• Type, IP address and Port.
• For Host name, type in the name of the server.
5. (If applicable) Copy all of the files from inetpub\webroot\SmartSync except the web.config file
to the new site folder.
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6. On the Connections pane, right click on the new site and click Add Application. Add the
SmartSync application.
7. Select the new application and double click on Handler Mapping icon in the center pane.
8. On the Actions pane, click Add Script Map.
9. Type the following (items in bold will vary):
• Request path: *.sync
• Executable: C:\inetpub\wwwroot\new web site folder\SmartSync.dll
• Name: user defined
10. Click Request Restrictions and clear Invoke handler only if request is mapped to. Click OK.
11. Click OK to close Add Script Map. On the confirmation message, click Yes.
12. Select the new application and double click on Request Filtering icon in the center pane.
13. On the Actions pane, click Deny File Name Extension.
14. Enter .dll in the Deny File Name Extension dialog.
Results
The non-default web site has been initialized. The following procedures in this section and under
SmartSync Server Post-Installation Configuration also need to be applied to the non-default web site for
the set up to be complete..
Notes
• Remove the handler mapping and the original application from the default web site when
transferring the SmartSync server to a new site and not setting up an additional server.
• Each separate site can be run by a different account.
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6.4 Changing Default Application Pool
Changing the default application pool for SmartSync Server is required if the domain user's account does
not have access to the files location because SmartSync Server resides on a different domain or because
it specifically denies rights to Domain Users.
Prerequisites
Complete the IIS server configuration and the SmartSync Server installation.
Credentials with rights to modify these settings.
Procedure
1. Open Administrative Tools | IIS Manager.
2. In the Connections pane, double-click computer name | Application Pools.
3. Right-click on CaseWareAppPool and select Advanced Settings.
4. Under Process Model, select the Identity field and click
.
5. Select Custom Account and click Set.
6. Specify an Administrator account and password.
7. Click OK.
8. Restart the IIS server.
Results
The SmartSync Server default app pool has been modified.
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6.5 Configuring Bindings and SSL
The installation wizard sets up a binding on port 80 for the SmartSync Server. Manual installation requires
that you use the procedures below to ensure that a binding for HTTP has been created for the site. If
users will be connecting to SmartSync Server over an HTTPS connection, this procedure can be used to
provide an SSL certificate to bind at the site level on IIS.
Note: If limiting SmartSync Server access to users connecting from within the internal network and
externally using VPN, adding SSL may not be desired as SSL adds another encryption layer, requiring
additional bandwidth.
Importing/Creating a Certificate
The certificate must be available before beginning the procedure.
Procedure
1. Open Administrative Tools | IIS Manager.
2. In the Connections pane, click computer name.
3. Double-click on Server Certificates icon in the center pane.
4. On the Actions pane, click Import to import an existing certificate or click to create a new
certificate of the specified type.
Creating a New Binding
1. On the Connections pane, select Default Web Sites.
2. On the Actions pane, click Bindings to assign the certificate to the server.
3. Click Add to create an HTTPS connection. For manual installations, first add the HTTP binding.
4. In the Add Site Binding dialog, select the Type as https and the SSL certificate as the
imported or created certificate from step 4 in the Importing/Creating a Certificate procedure
above.
5. Click OK.
6. Click Close.
7. Restart the IIS service.
Results
The IIS web server bindings for SmartSync Server have been configured.
Notes
• Enabling HTTPS uses TLS 1.0 by default. To ensure no other encryption protocols are used,
follow the instructions on http://support.microsoft.com/kb/187498.
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6.6 Configuring the Firewall
The server firewall must be configured to permit traffic for SmartSync server.
Prerequisites
Credentials with rights to modify these settings.
Ensure the following procedure is in compliance with the firm IT firewall policies.
Procedure
1. Open Administrative Tools | Windows Firewall with Advanced Security.
2. Click Inbound Rules.
3. On the Actions pane, click New Rule.
4. Open port 80 for HTTP access.
5. (If applicable) Repeat step 3 to open port 443 for HTTPS access.
6. (If applicable) Repeat step 3 to open ports 135 and 139 if top-level parent client files are stored
on a separate server.
7. Client workstations require an HTTP (port 80) or HTTPS (port 443) connection to the IIS web
server where SmartSync Server is installed.
Results
The firewall is configured to allow connections to SmartSync Server.
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6.7 Sharing the Top-Level Parent Folder on a Separate Server
Running SmartSync Server on a separate server than the File Server requires specific sharing to be set
on the top-level parent folder.
Prerequisites
Administrator credentials.
Procedure
1. Open Administrative Tools | Shared and Storage Management.
2. On the Actions pane, click Provision Share.
3. Click Browse or type in the UNC path to the top-level parent folder. Click Next.
4. Select No, do not change NTFS permissions and click Next.
5. Type a Share name and click Next.
6. Click Advanced.
7. On the Caching tab, select No files or programs from the share are available offline and click
OK.
8. Click Next.
9. Select Users and groups have custom share permissions and click Permissions.
10. Click Add to open the Select Users, Computers, Service Accounts, or Groups dialog.
11. Add a local administrator ID and click OK.
12. Select the added ID and in the Allow column, select Full Control .
13. Select Everyone and click Remove.
14. Click Add to open the Select Users, Computers, Service Accounts, or Groups dialog.
15. Click Object Types. Select Computers and clear the remaining object types. Click OK.
16. Click Check Names or type in the computer name in the Enter the object names to select field.
17. Click OK.
18. Select the added computer and in the Allow column, select Changeand Read.
19. Click OK.
20. Click Next on SMB Permissions, DFS Namespace Publishing, and Review Settings and Create
Share.
21. Click Close.
Results
The top-level parent folder is shared.
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7. SmartSync Server Post-Installation
Configuration
7.1 Configuring Publish Folders for Client Files
Complete the SmartSync Server setup by configuring the publish folders. These folders will contain the
published client files and the top-level parent files. All paths to the folders are specified in the IIS
configuration.
The Wizard Installation creates the publish folder and the Smartsync path. Modify the path and add
additional folders to specify locations, such as the SmartSync top-level parent files publish folder.
With the Manual Installation, publish folders must be created and configured.
Authentication for the Publish Folders
Modify the publish folder security settings to allow MACHINENAME\IUSR_MACHINENAME to have
Read and List folder contents rights. If the installation is not using Windows Authentication, the account
will also require Write and Modify permissions. The publish folder created by the Wizard Installation has
this authentication set.
All users that will be publishing or replacing parent files require the Write and Modify permissions for this
folder.
Note: Operating the SmartSync File Service using a named user requires the rights described above.
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7.2 Modifying the Parent File Location
Modify the location where SmartSync Server stores top-level parent files.
Prerequisites
Credentials with rights to modify the IIS configuration.
Procedure
1. Open Administrative Tools | IIS Manager.
2. On the Connections pane, select the SmartSync entry.
3. Double-click the Configuration Editor icon in the center pane.
4. Select (Collection) and click
.
5. In the Items pane, select files to modify the top-level parent location .
6. In the Properties pane, modify the value.
7. Click X to close the Collection Editor.
Results
The SmartSync Server file location has been modified.
Notes
• Modifying the top-level parent location (files key) to a central folder containing all parent files
automatically uploads files to SmartSync Server.
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7.3 Filtering Files
Specify the files visible to users with a filter key.
Prerequisites
Enable Working Papers protection on the client files.
Procedure
1. Open Administrative Tools | IIS Manager.
2. In the Connections pane, select the SmartSync entry.
3. Double-click the Configuration Editor icon in the center pane.
4. On the Configuration Editor, select (Collection) and click
.
5. On the Actions pane, click Add.
6. Enter filter as the name of the new key.
7. Enter one of the following values:
• Server - ensures that the file listing only shows files accessible to the authenticated
user.
Tip: Use Server if Windows Authentication is enabled on SmartSync Server and
CaseWare protection is not using LDAP (Active Directory).
• Client - ensures that the server shows files accessible to the current Windows user.
Tip: Use Client if Windows Authentication is disabled on SmartSync Server or if
CaseWare protection is not using LDAP.
• Any - does not limit the files that are visible on the client side and enables the Specific
User and Any User filters in Working Papers to function.
• None - all files are displayed for all users.
Results
The list of files displayed to users is filtered, based on the server setup.
Notes
• The Working Papers interface used to open files from the server displays an icon that can be
used to filter the list of files.
• Apply different filters to different site accounts to filter the available file list for certain users.
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7.4 Adding Publish Folders
Create subfolders in the SmartSync top-level parent folder to provide additional save locations when
uploading new parent files using Publish to Server.
Prerequisites
Rights to modify the IIS configuration.
Procedure
1. Open Administrative Tools | IIS Manager.
2. In the Connections pane, select the SmartSync entry.
3. Double-click the Configuration Editor icon in the center pane.
4. Select (Collection) and click
.
5. In the Actions pane, click Add.
6. In the Properties pane, in the key field, enter publish.
7. In the Properties pane, in the value field, enter a valid location. Example: C:\Sync Files
Folder\2011.
8. (Optional) After the path, enter a label in between quotation marks to be used in Working Papers.
Example: C:\Sync Files Folder\2011”2011 Files”.
9. (Optional) Add multiple folders, and labels, in the value field separated by a semi-colon (;).
Example: C:\Sync Files Folder\2010”2010 Files”;C:\Sync Files Folder\2011”2011 Files”.
Results
Publishing a SmartSync file stores it in the specified location on the server.
Notes
• The path of the publish key overrides the path of the files key. To create subfolders while using
the publish key enter the following path: C:\files key path\subfolder name\.
Example: The path of files key is C:\Sync Files Folder. To create subfolders Sub1, Sub2, Sub3,
the publish key value should be defined as C:\Sync Files Folder\Sub1;C:\Sync Files
Folder\Sub2;C:\Sync Files Folder\Sub3.
• Two types of paths can be specified for the files key or the publish key.
• For files on the same server as the IIS service, use the absolute path. Example:
C:\SyncFiles.
• For files on a different server than the IIS service, use a UNC path. Example:
\\server\path.
Entering a path in a format other than these two types will prevent the SmartSync Server from
accessing top-level parent files.
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7.5 Adding Publish Folders Using Meta-Data
Publish folders and labels, defined in a publish value key, can use Working Papers meta-data to create
dynamic folder names. By using meta-data, each folder level can adhere to a data category, such as
locales, client identifiers, or date/time.
Meta-data fields in publish value keys must have the following syntax:
\\servername\foldername\%ServerMetaDataFolder%"%ServerMetaDataLabel"\%%ClientMetaDataF
older%%"ClientMetaDataLabel"
Example:
• A key value of \\SERVER1\FILES\%CompanyCity%"%ClientNumber%", with the client file:
• Company City - Springfield
• Client Number - 1010
creates the folder \\SERVER1\FILES\Springfield on the server and labels the client files as 1010.
• A key value of \\SERVER2\FILES\%YearEndYear%\%YearEndMon%\%%ClientName%%, with
the client file:
• Year End Year - 2014
• Year End Month - December
• Client Name - ABC Limited
creates the folder \\SERVER2\FILES\2014\Dec on the server. Opening a sync copy on a
workstation creates the folder ABC Limited in their default sync path.
Notes
• If the server is unable to resolve a meta-field, it is removed from the path and all subsequent
folders in the path are moved up one folder.
• For client side substitutions, each meta-field must be resolved in order for files to be published.
• Meta-fields with date types can be formatted by appending a suffix to the field name:
Suffix
Formatting
Example
Year
Numeric Year
2011
Month
Full month name
October
Mon
Three letter abbreviation for
month
Oct
Day
Numeric day of the month
21
Date
Date with format DD/MM/YYYY 21/10/2011
Time
Time with format HH:MM:SS
17:30:15 – [UTC]
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7.6 Adding Publish Folders Using a Configuration File
A configuration file can be used instead of the Collection Editor to define publish value keys, simplifying
the process of creating and maintaining complex keys.
Create a file named publish.xml in your SmartSync Server folder. Example:
C:\inetpub\wwwroot\SmartSync. The configuration file will override collections created in the Collection
Editor.
Defining publish folders and custom fields
The configuration file must use the following syntax:
7.6.1 Configuration File Syntax Values
Tag
Meta-Data
Description
<settings>
N
Configuration file settings opening tag.
<directory>
N
Publish folder settings opening tag.
<label>
Y
Publish folder label opening tag.
</label>
Y
Publish folder label closing tag.
<location>
Y
Publish folder location opening tag.
</location>
Y
Publish folder location closing tag.
</directory>
N
Publish folder settings closing tag.
Replace the ... with another <directory></directory> element for additional publish
folders.
…
<field>
N
Tag opening the custom field settings opening tag.
<label>
Y
Custom field description opening tag.
</label>
N
Custom field description opening tag.
<name>
N
Field name opening tag.
</name>
N
Field name closing tag.
<type>
N
Field type opening tag. Example: string, date, integer, decimal, or boolean.
</type>
N
Field type closing tag.
<default>
N
Field default value opening tag.
</default>
N
Field default value closing tag.
<minimum>
Y
Minimum integer range value opening tag.
</minimum>
N
Minimum integer range value closing tag.
<maximum>
Y
Maximum integer range value opening tag.
</maximum>
N
Maximum integer range value closing tag.
<list>
N
List settings closing tag.
<item>
N
Item settings opening tag. Encapsulate values in the drop-down list.
<label>
Y
List description opening tag.
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Tag
Meta-Data
Description
</label>
N
List description closing tag.
<value>
Y
Field values opening tag. These values are in addition to the default value
specified in <default></default>
</value>
N
Field values closing tag.
</item>
N
Item settings closing tag.
</list>
N
List settings closing tag.
</field>
N
Custom field settings closing tag.
…
Replace the ... with another <field></field> element for additional custom fields.
</settings>
N
Configuration file settings closing tag.
Notes
• You can add custom meta-data in the publishing path. These custom fields enable you to define
directory names specific to your firm. Furthermore, custom fields can be defined to present
Working Papers users with a drop-down list of options if displayed on the client side. These
options are defined as items in the <list> element
• Label tags accept a ‘language’ attribute for localized descriptions of publish folders or fields. For
each element, multiple label tags can be added – each with a different language attribute
designating the language of the label. Example:
• <label>Default language label</label>
• <label language=”en”>Generic English label</label>
• <label language=”en-US”>English (US) label</label>
• <label language=”fr”>Generic French label</label>
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7.7 Distributing Settings with a CWC File
Dstribute Data Store, Cloud, and SmartSync Server settings to users without administrator rights with
.cwc files. This allows the users to connect to a Data Store, or to apply Registry settings for use with
Cloud and SmartSync Server.
The following entries relate to server details each Working Papers user requires to connect to their parent
location on SmartSync Server:
Important Note: The order of the entry set is important. Do not specify the SmartSync Server entry set
before the Data Store entry set.
CWC entry
Description
[SmartSyncServer]
Specify where SmartSync Server entries begin.
DeleteServerInfo
Deletes the SmartSync Server registry hive
“HKEY_CURRENT_USER\Software\CaseWareInternational\Working
Papers\2015.00\SyncServer”.
NoSmartSyncServerChange=1
Set to the value 1 to disable users from adding or deleting servers in the
File Open dialog (Server tab).
AddServer={GUID}|Server_machine Adds a SmartSyncServer registry hive. This entry replicates the Add
_name|Server_label
Server command from the File Open dialog (Server tab). Multiple
AddServer entries can be specified.
Specify the value of this entry in the following way (delimited by the pipe
character “|”):
AddServer=Server_machine_name|Server_label
AddServer={GUID}|Server_machine_name|Server_label
Where:
•
Server_machine_name - a network name or IP address for the
server.
•
Server_label - the SmartSync Server label appearing in Working
Papers.
•
{GUID} - the Globally Unique Identifier (GUID) for your server. If
you are specifying this option, place it at the beginning of your pipe
delimited list and ensure to use curly braces around the GUID
value.
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8. SmartSync Server Services
8.1 The About.sync Page
The SmartSync Server status page is available through you browser at
http://<serveraddress>/smartsync/about.sync where <serveraddress> is the address of your
SmartSync server. This page also lists the installed version number. The following table describes the
information available on this page.
Section
Description
Total uptime
Total uptime is the amount of time the server process has been running
without a restart.
Active threads
Active threads are the number of thread pool threads actively in use - this will
always be at least 1 (for the about.sync request). If this number stays
consistently high (especially if it is near 8 times the number of processors on
the host), that could indicate a deadlock, which might require a service
restart.
Tracked files
Tracked files is the total number of files being tracked. Using reset.sync will
reset this to 0 and will count back up as the scan retrieves the files
Sessions Connected
Sessions are the number of active SmartSync connections - there are
usually 2 per user (one for SmartSync events and one for user tracking).
Sessions Waiting
Waiting sessions are those in a push-wait state, ready to be woken when
new data becomes available.
Requests Maximum
waiting /
Currently
waiting
Requests are the raw HTTP requests. Maximum waiting indicates the
maximum number of requests that have waited simultaneously on thread
pool slots. Currently waiting indicates the number or threads currently waiting
for thread pool slots. If either of these values accumulates, this indicates a
lockup in the thread pool handling.
Requests Processed
Processed is the number of HTTP requests that have been serviced since
the server process started with the average indicating the rate.
Requests Failed
Failed indicates HTTP requests that did not complete. This could either be
due to connection loss or specific failure cases. There will likely be a few of
these because of the connection type detection system which abandons
obsolete requests. Unless this value becomes a very large in comparison
with requests processed, it can be safely ignored.
Requests Response time
Response time is the overall average response time for HTTP requests.
8.2 The Reset.sync Page
Occasionally, SmartSync server can experience issues will scanning the file system that result in errors in
the file listings. If this occurs then the server has a reset command that can be used. The SmartSync
Server reset page is available through you browser at http://<serveraddress>/smartsync/reset.sync
where <serveraddress> is the address of your SmartSync server.
When you open the server reset page, the page should finish loading and then display a blank white page
in the browser. You SmartSync Server in IIS will restart and the file scan will reset and rescan for client
files. If you are still experiencing errors after attempting a server reset then contact CaseWare Technical
Support for further assistance.
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8.3 The SmartSync Server File Service
Overview
The SmartSync File Service monitors the request folder for XML request files. The SmartSync File
Service processes the request files by starting up one instance of Working Papers per request in a
command-line mode. Once complete, or an error is found, SmartSync File Service deletes the request file
and generates a response file containing the error code and error message in the request folder.
The default request folder is C:\CWRequests. A different folder can be specified during installation or
with the registry key HKLM\Software\CaseWare International\FileService\XXXX.XX\RequestPath,
where XXXX.XX is the version of SmartSync Server being used. This key can be of type REG_SZ, in
which case the exact path specified becomes the request path, or of type REG_EXPAND_SZ, in which
case any environment variables in the path are expanded first.
Terminating the Service
Stopping the SmartSync File Service cancels any unscheduled tasks. Running tasks run to completion.
Shutting down the server stops the service and cancels all tasks.
Logging
Most requests and processes are logged to the GeneralLog.log file in the request folder.
Statistics
Every 15 minutes the Statistics.xml file is updated in the request folder containing the following statistics:
• File service running time (in milliseconds).
• The number of invalid request files processed (for example, a request file containing no
operation).
• The number of request files that have been detected but not actually scheduled.
• The number of preempted request files.
Additionally, the following statistics are available for each operation:
• The number of in-progress requests.
• The number of cancelled requests.
• The total number of completed requests.
• The number of requests that failed (where Working Papers returned an error code).
• The number of long-running requests.
• The number of requests made that Working Papers detected as redundant (for example,
requesting a conversion of a file that has already been converted).
• The total time taken for all requests.
• The longest time taken by a request.
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Task Scheduling
The SmartSync File Service only schedules a fixed number of tasks limited by the number of processors
on the server. The number of tasks allowed can be modified.
Within the request folder are two subfolders, High and Low. Requests generated by users in the
interface, such as file conversions, go in the High folder and the requested task is processed as soon as
possible. Requests generated by the system, such as flush requests, go in the Low folder and the
requested task is usually scheduled for off-peak hours. The SmartSync File Service will preempt any lowpriority tasks to process high-priority tasks. Low priority tasks preempted this way will still be processed if
they will not prevent other high-priority tasks.
Scheduled low-priority tasks are usually started during a specified time range (by default Tuesday to
Friday 12:00am to 6:00am, and from Friday 10:00pm to Monday 6:00am). Once started, the tasks aren't
cancelled until the process has finished, regardless of the low-priority scheduled end time.
Tasks that run continuously for a long period of time are moved to the long-running queue to not block
other tasks. This queue has a maximum number of long running tasks (by default 4). Adding a longrunning task over the maximum number cancels the longest running task to make room of the new one.
SmartSync File Service checks the queue periodically for tasks that exceed the maximum run time and
cancels them. Completed long running tasks are removed from the queue and a response file is
generated.
Cancelled tasks generate an error message in the system event log as well as the response file.
When the file service is started, it will begin processing all high priority tasks and, if in the low priority time
range, low priority tasks.
Response files older than 48 hours are considered stale and deleted by the file service.
Settings
Configure the SmartSync File Service settings in the FileService.exe.config file. To add a setting, open
FileService.exe.config and add a line to the file between the <appSettings> tag and the </appSettings>
tag with the following syntax <add key="setting" value="value" /> where "setting" refers to the Setting
Name in the following table and "value" is the value that you are setting it to.
For a list of values available for SmartSync File Service, see Appendix -SmartSync File Service Settings.
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Notes
• The lowpriorityflushschedule accepts the following values:
• <day> - is the first two letters of a day of the week in English.
• <time> - is the time in a 24-hour time of the form hh:mm.
• The lowpriorityflushschedule accepts the following syntax:
• <day> <time> - <time> - schedules tasks every week on the specified <day> between
the specified <time> - <time>. If the first time is greater than the second time, then the
end time will be on the following day.
Example: Fr 17:00 - 23:00 means that low priority items will be scheduled every Friday
starting at 5:00pm, and stop being scheduled at 11:00pm.
Example: Tu 23:00 - 06:00 means that low priority items will be scheduled every
Tuesday starting at 11:00pm, and stop being scheduled on Wednesday at 6:00am.
• <day> - <day> <time> - <time> - schedules tasks every day from the first <day> to the
second <day> between the first <time> and the second <time>. If the first time is
greater than the second time, then the end time will be on the following day. If both
days are the same, the same time rules apply.
Example: Tu - Th 9:00 - 17:00 means that low priority items will be scheduled every
Tuesday to Thursday starting at 9:00am, and stop being scheduled the same day at
5:00pm.
Example: Mo - Fr 22:00 - 7:00 means that low priority items will be scheduled every
Monday to Friday at 10:00pm and stop being scheduled the following morning at
7:00am.
• <day> <time> - <day> <time> - schedules tasks every week from the first <day> and
first <time> to the second <day> and second <time>. If both days are the same, and
the first time is greater than the second time, then the end time will be on the same day
of the following week. This may cause the low priority schedule to constantly run.
Example: Fr 22:00 - Mo 6:00 means that low priority tasks are scheduled every Friday
starting at 10:00pm, and stop being scheduled the following Monday at 6:00am.
• If the specified time ranges contain any overlapping values, the ranges are merged into one
continuous range
• The lowpriorityprocesstype values are:
• None - low priority items are never processed.
• Continuous - low priority items are scheduled as they come in.
• TimeRange - low priority items are scheduled only during the lowpriorityflushschedule
time range.
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9. Troubleshooting
This section covers common when using SmartSync Server and how to resolve:
9.1 Kerberos and Network Authentication Issues
Windows Authentication is the recommended setup for SmartSync Server. The following authentication
issues can occur when using IIS Windows Integrated Authentication for SmartSync Server:
• Kerberos authentication fails or is very slow.
In Kerberos authentication, each request to the server gets authenticated. The Authorization
header carries all group memberships of the user and can exceed the accepted size. Follow the
recommended Kerberos configurations to resolve:
• Adjusting Authorization header size
• Session based Kerberos authentication
• Fallback to NTLM Kerberos (session-based) authentication
• Editing applicationHost.config
For more information, see the Microsoft articles http://support.microsoft.com/kb/970875 and
http://support.microsoft.com/kb/954873.
• Specifying a mapped network drive or UNC path (for example, \\network\path\) as the
location for the top-level parent blocks user access to network resources
Users logged on with IIS Windows Authentication cannot access network resources (UNC) while
maintaining the user identity. Example: The current user is authorized for HTTP communication,
but file access to the network is done through the default the NetworkService account, under
which the SmartSync web application is running.
Resolve this issue by providing an Impersonation fallback to enable switching to NTLM (session
based) authentication. Follow the recommended NTLM configurations to resolve:
• Fallback to NTLM (session-based) authentication
• Editing applicationHost.config
9.1.1 Adjusting Accepted Header Size
Adjust the MaxRequestBytes and MaxFieldLength parameters to increase the accepted header size.
1. Open the Registry Editor on the server where SmartSync Server is installed.
2. Find HKEY_LOCAL_MACHINE\System\CurrentControlSet\Services\HTTP\Parameters
3. Create the following DWORD values:
a.
aMaxFieldLength
b.
MaxRequestBytes
4. Enter a value above 16384 to increase the header size.
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9.1.2 Session-based Kerberos Authentication
To switch to session based Kerberos authentication:
1. Open the command prompt on the server where SmartSync Server is installed.
2. Enter the following commands:
• cd %SystemRoot%\System32\inetsrv
• appcmd set config /section:windowsAuthentication /authPersistNonNTLM:true
3. Restart IIS service for your changes to take effect.
Note: The authPersistNonNTLM property controls the re-authorization requirement of Kerberos
authentication. Setting this value to true will prevent Kerberos from authenticating every request to
SmartSync Server.
9.1.3 Fallback to NTLM (session-based) Authentication
To configure NTLM authentication on IIS as fallback:
1. Open the Server Manager.
2. In the right navigation pane click on Roles | Web Server (IIS) | Internet Information Server.
3. In the Connections pane, click on the SmartSync entry.
4. Double-click Authentication.
5. Select Windows Authentication.
6. On the right pane, click Providers. If Provides is not available edit the file applicationHost.config.
7. Promote NTLM above Negotiate:
a.
Select NTLM from the list of Enabled Providers.
b.
Click Move Up until NTLM appears above Negotiate in the list.
9.1.4 Editing applicationHost.config
1. With Administrator credentials, open
C:\Windows\System32\inetsrv\config\applicationHost.config with a text editor.
2. Search for <windowsAuthentication enabled="true" useKernelMode="true" />.
3. Add the following 4 entries between the bold text:
<windowsAuthentication enabled="true" useKernelMode="true" />
<providers>
<add value="NTLM" />
</providers>
</windowsAuthentication>
</authentication>
4. Save and close the file.
5. Restart IIS service for your changes to take effect.
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9.1.5 Application Pool Crashes with Error 5011
This error is caused by the use of long file paths where the path and the file name together are greater
than 260 characters. SmartSync Server requires that file paths are less than 260 characters. This
includes any file managed by the SmartSync Server and includes files in the sync folder, such as the sync
log.
9.1.6 SmartSync Server File List not Refreshing
SmartSync Server caches its file listing for the lifetime of the server process. The server tracks any
changes to the scanned folders while it is active and integrates changes into the file listing displayed in
Working Papers. If the service has stopped or the server is rebooted, it needs to rebuild the index. This is
required because changes may have occurred since the last time the server was running and checked
the folders.
If the list of files on the SmartSync Server displays unchanged for over 24 hours in Working Papers,
regardless of changes, contact CaseWare Support at www.caseware.com/about-us/distributors.
9.1.7 SmartSync Server and SmartSync Version Compatibility
It is recommended that both SmartSync Server and Working Papers with SmartSync always run the
same version. The SmartSync Server version must be equal or later than the Working Papers with
SmartSync version. However, once a parent file has been accessed by the later Working Papers version,
it will no longer operate with previous version.
9.1.8 Duplicate Parent Files on Server
If files are duplicated on the server, ensure the Publish File location in the Configuration Editor is
referencing a UNC path and not an absolute path. For information on modifying the publish file location,
see Modifying the Parent File and Publish File Location.
Example: \\SERVER01\Share\File Path.
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10. Appendix
10.1 IIS Options for SmartSync Server
The following options should be selected in Add Role Services section of the Server Manager console on
your Windows Server:
Web Server (IIS)
• Common HTTP Features
• Static Content
• Default Document
• Directory Browsing
• HTTP Errors
• Application Development
• ASP .Net
• .Net Extensibility
• ISAPI Extensions
• ISAPI Filters
• Security
• Basic Authentication
• Windows Authentication
• Request Filtering
• Management Tools
• IIS Management Console
• IIS Management Scripts and Tools
• Management Service
• IIS 6 Management Compatibility
• IIS 6 Metabase Compatibility
• IIS 6 WMI Compatibility
• IIS 6 Scripting Tools
• IIS 6 Management Console
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10.2 Manual Installation Syntax Values
Code Snippet
setupxxbit.exe
Description
The SmartSync Server installer:
•
setup64bit.exe - for 64 bit servers.
•
setup32bit.exe - for 32 bit servers.
/S
Required switch requesting a silent installation.
/V
Required switch requesting arguments be passed to the
MSIExec engine.
"
Use the double quotation character (").
/qb
Required switch requesting minimal messages and a progress
bar. Only basic messages, such as "Restart required", will
display.
ACCOUNTTYPE=
Required variable specifying the type of account used:
•
IS_NET_API_LOGON_USERNAME=
0 - network service.
•
1 - local service.
•
2 - named user.
(Required if ACCOUNTTYPE=2) The user name for the named
user:
•
username - local user.
•
domain\username - local account.
IS_NET_API_LOGON_PASSWORD=
(Required if ACCOUNTTYPE=2) The password of the named
user.
CWREQUESTS=
Required variable specifying the folder used by the SmartSync
FileService.
CW_SYNC_FILEPATH=C:\SyncFiles
Required variable specifying the folder where SmartSync files
are stored. Use a UNC file path if the files are stored on a
different server than the server running SmartSync FileService.
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10.3 SmartSync File Service Settings
Setting Name
Description
Default Value
Optional Value
threadcount
The number of threads the file service will Number of processors Between 2 - 32
use to schedule tasks.
on the server.
tasktimeout
The number of milliseconds before a task
is considered a long running task
2 hours
Between 5 minutes
and 7 days
longrunningtimeout
The number of milliseconds before a long
running task is killed.
24 hours
Between 10 minutes
and 14 days
Note: Value must be least twice the
tasktimeout value.
maxlongrunningtasks
The maximum number of long running
tasks that can be run simultaneously.
4 tasks
Between 2 and 32
statisticsupdatefrequency
How often the statistics are written to
Statistics.xml.
15 minutes
Between 1 minute and
1 hour
filewatchertimeout
How often to reset the folder monitor .
24 hours
Between 1 hour and 7
days
cleanupinterval
How often to check for stale response
files.
24 hours
Between 1 hour and 7
days
responsefilelifetime
How old a response file can be before it is 24 hours
deleted by the file service.
Between 1 hour and 7
day
backupstatistics
Whether or not to back up the
Statistics.xml file.
false - not backed up.
true or false
statisticsstylesheet
The location of a style sheet to format the
statistics XML file.
Not set.
Path to a style sheet,
which may contain
environment variables.
maxlogfilesize
The approximate maximum log file size
before the log file is backed up and
truncated back to zero.
10MB
Between 1 MB and
100 MB
lowpriorityinterval
How often to check for low priority
requests.
1 minute
Between 1 second and
1 hour
lowpriorityflushschedule
The time ranges during which low priority
items will be scheduled.
Tu - Fr 0:00 - 6:00, Fr
22:00 - Mo 6:00
See Notes.
TimeRange
None, Continuous, or
TimeRange. See
Notes.
If the specified time ranges contain any
overlapping values, the ranges are
merged into one continuous range.
Note: Flush requests can be scheduled at
any time, however, a flush request will not
be processed if the file to flush is being
accessed by a user. By default, flush
requests run at midnight to minimize the
impact to the file service.
lowpriorityprocesstype
When to process low priority items.
Note: This value is case-sensitive.
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SmartSync Server Installation Guide
10.4 Meta-Data Fields
List of Working Papers meta-data fields that can be used as variables in Working Papers. For example,
when adding publish keys in SmartSync Server.
Name
Type
Description
Notes
FileVersion
Number
File internal version number
Example: 8.79 = 2014.00.091
UserFriendlyFileVersion
Text
Working Papers version
number
Example: 2014.00
FileId
Text
File Identifier
Hexadecimal GUID Format
ClientId
Text
Client Identifier
Hexadecimal GUID Format
ClientName
Text
Operating Name
ClientNumber
Text
Client Number
EngagementType
Text
Engagement Type
Progress
Text
Progress
Status
Text
Status
AssignedTo
Text
Assigned To
YearEnd
Date
Year End Date
Due
Date
Due Date
CreatedBy
Text
Created By
LastAccessedBy
Text
Last Accessed By
Created
Date
Created On
LastAccessed
Date
Last Accessed On
IntegrationFlags
Number
Integration Flags
ProjectId
Text
Project Identifier
IntegratedClientNumber
Text
Cloud Entity Number
IntegratedClientName
Text
Cloud Entity Name
ProjectNumber
Text
Project Number
ProjectDescription
Text
Engagement Name
InChargeNumber
Text
In Charge Number
TeamLeaderNumber
Text
Team Leader Number
StartDate
Date
Start Date
CompletionDate
Date
Completion Date
BudgetedHours
Number
Budgeted Hours
BudgetedAmount
Number
Budgeted Amount
ContractAmount
Text
Contract Amount
LockdownStatus
Text
Lockdown Status
LockdownJurisdiction
Text
Lockdown Jurisdiction
LockdownClass
Text
Lockdown Type
DocumentCompletionDate
Date
Document Completion Date
LockdownDate
Date
Lockdown Date
CleanedUp
Yes or No
Cleaned Up
YearEndClosePerformed
Yes or No
Year End Close Performed
Hexadecimal GUID Format
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SmartSync Server Installation Guide
Name
Type
Description
CompanyAddress1
Text
Address (Line 1)
CompanyAddress2
Text
Address (Line 2)
CompanyCity
Text
City
CompanyState
Text
State/Province
CompanyCountry
Text
Country
CompanyZipCode
Text
Zip/Postal Code
CompanyHomePage
Text
Home Page
CompanyPhoneNumber
Text
Phone Number
CompanyFax
Text
Fax
Contact1Title
Text
Contact 1 Title
Contact1FirstName
Text
Contact 1 First Name
Contact1LastName
Text
Contact 1 Last Name
Contact1Designation
Text
Contact 1 Designation
Contact1Position
Text
Contact 1 Position
Contact1PhoneNumber
Text
Contact 1 Phone Number
Contact1Fax
Text
Contact 1 Fax
Contact1CellPhone
Text
Contact 1 Cell Number
Contact1HomePhone
Text
Contact 1 Home Number
Contact1Email
Text
Contact 1 Email
Contact2Title
Text
Contact 2 Title
Contact2FirstName
Text
Contact 2 First Name
Contact2LastName
Text
Contact 2 Last Name
Contact2Designation
Text
Contact 2 Designation
Contact2Position
Text
Contact 2 Position
Contact2PhoneNumber
Text
Contact 2 Phone Number
Contact2Fax
Text
Contact 2 Fax
Contact2CellPhone
Text
Contact 2 Cell Number
Contact2HomePhone
Text
Contact 2 Home Number
Contact2Email
Text
Contact 2 Email
StandardIndustryCode
Text
Standard Industry Code
AcrossIndustryCode
Text
Across Industry Code
BusinessNumber
Text
Business Number
TaxJurisdiction
Text
Tax Jurisdiction
SynchronizationDisabled
Yes or No
Synchronization Disabled
SmartSync
Yes or No
SmartSync File
ReviewerCopy
Yes or No
Reviewer Copy
TaxEntity
Text
Tax Entity
Notes
N/A, Corporation, S Corporation,
Partnership, Non-Profit
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SmartSync Server Installation Guide
11. Help and Support
SmartSync server is a fully-integrated component of Working Papers. The help for SmartSync Server can
be found in the Working Papers help system by pushing F1 or clicking any Help button in Working
Papers.
Online Help
The Working Papers help system is also available online at http://www.caseware.com/support/workingpapers#_help.
11.1 Getting Technical Support
The CaseWare Support Network offers you a wide range of choices and access to high-quality,
responsive technical support.
Before contacting Technical Support, please consult the online Help and any other documentation
included with this package as your first source to solve the problem. Be sure to also check the CaseWare
website for the latest troubleshooting and technical information.
If you are unable to find the solution, you can receive information about obtaining CaseWare® Technical
Support by contacting your nearest CaseWare distributor.
What you need to tell us
When you contact CaseWare® Technical Support, you should be at your computer and have your
documentation at hand. Be prepared to provide the following information:
1. Your Client Number.
2. The product version number, found by clicking the Help menu and selecting About.
3. The type of computer hardware you are using.
4. The software version number of MS-Windows.
5. The exact wording of any messages that appear on your screen.
6. A description of what happened and what you were doing when the problem occurred.
7. A description of how you tried to solve the problem.
Contact us
Comments and suggestions about our software and this manual are greatly appreciated. As a user of our
products, you are in a unique position to provide ideas that have an impact on future releases of this and
other products. You can contact our support teams in several ways to provide your comments. Contact
information for CaseWare Support for your country can be found on our website at
www.caseware.com/about-us/distributors.
Copyright© 2014 CaseWare International Inc.
40
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