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Configure DataSync

DataSync needs to be configured before anyone can use it. The setup process covers three key areas: registering your product license, activating your admin account, and connecting DataSync to your database and email server. The first person to register automatically becomes the initial administrator, which means they are responsible for defining the core settings that affect all users.

Once the intitial setup is complete, the administrator can add users and configure email notifications that alert users when a scheduled job fails. Email notifications are turned off by default for every new user added to the system.

Register for DataSync​

Registration ties your product license to the application and creates the first administrator account.

  1. Open your web browser and go to the server address you set during DataSync installation.
  2. On the login page, click Register.
  3. Enter your email address, first name, and last name.
  4. In the Serial Number field, enter your product license number.
  5. Click Register.

important

Once registered, your account appears in the Users list and you receive an activation email to set your password.

Activate the account​

  1. Click the activation link in the email.
  2. On the password setup page, enter your password in both fields.
  3. Click Set password.
  4. Follow the link to log in to DataSync.

Set up DataSync​

After your first login, DataSync redirects you to the Settings page. This is where you define how DataSync connects to your database, sends notifications, and who has access. The setup wizard automatically imports settings from your installation, so many fields may already be filled in.

  1. Review and edit the connection properties and SMTP server settings.
  2. Under Server URL, enter the URL you want included in email notifications.
  3. In the Users panel, click Add user to invite members and share access under your license.
  4. Click Save in each panel to confirm your changes.

Connection properties​

These settings control how DataSync connects to its database. If the connection fails or times out, scheduled jobs will not run.

PropertyWhat it does
ServerName of the server hosting the DataSync database.
DatabaseDataSync database to use, typically the one selected during installation.
UsernameDatabase administrator username.
PasswordAdministrator password.
TimeoutHow many seconds DataSync waits before reporting a connection error. Default: 20.
Max Pool SizeMaximum number of simultaneous SQL connections. Default: 100, minimum: 1. This value must not exceed MaxNumberOfJobsRunningInParallel in appsettings.json, or jobs will queue and stall.
EncryptEncrypts all data exchanged between DataSync and SQL Server. Recommended for production environments.
Trust Server CertificateEnables SSL encryption while bypassing certificate validation.
Create database if not existLets DataSync automatically create a dedicated database for connection definitions if one does not already exist.

SMTP Server settings​

DataSync uses an SMTP server to send automated emails, including job failure notifications. Without a valid SMTP configuration, no notifications will be delivered.

SettingWhat it does
SMTP ServerYour organization's SMTP server address.
Sender AddressEmail address that appears as the sender on all messages sent by DataSync.
Port Numbernetwork port used to connect to the SMTP server. Common values are 25, 465, or 587 depending on your provider.
Connection ModeAuthentication method your SMTP provider requires. Options: None, Network credentials, API key or OAuth 2.0.

Connection modes​

None​

No authentication is required. DataSync connects to the SMTP server and sends emails without any credentials. This works for corporate relay servers that are already restricted by IP address or firewall rules, where the network itself acts as the security boundary.