.NET 4.6.2

if outgoing ports are blocked at the organization’s firewall, the following ports need to be allowed for outbound traffic:  1433, 587, and 3478

.

 When syncing, SmartViews communicates over the following address:

FQDN: gjypiak7ki.database.windows.net
Gateway IP's: 23.96.178.199, 23.98.55.75, 52.162.104.33, 52.162.105.9
Protocol: TCP
Port: 1433

The connection is load balanced you will need to allow the domain using FQDN
You may need to contact Support for your Firewall
Sonicwall example below
https://www.sonicwall.com/support/knowledge-base/how-to-allow-or-block-uri-and-sub-domains-using-content-filtering/170505604252027/

When sending e-mails, SmartViews uses the following Server

FQDN: https://api.sendgrid.com/

Windows Clients:
*If SQL Server 2012 Native is installed it will need to be uninstalled before
Installing Smart views on workstations
The Native Client can be re-installed after

Installation

To install Synergy’s SmartViews do the following two steps:

1. Download the setup file using the appropriate link below - SmartviewsSetup.exe 
   

   READ BEFORE INSTALLING!!!!
   
   If your company is still using an older version than v462.1100 (i.e. v2013.X or v452.XXXX) and you are not ready to update to a newer version, do not use the installer linked above.
   
   The 462 version of SmartView's cannot be rolled back once a User hits sync.
   Previous versions will work but any uncommitted changes before sync will be lost.
   
   Instead, use this link to get SmartViews v452.2800 for the time being until your company is ready to update to v462.XXXX - SmartviewsSetupv452.2800.exe
   
2. Run the setup file -

Running the Setup file

            

      

            

            Enter the default database connection information.

            

    SQL Server:                        Oracle:

The installer will begin to perform the following actions and may take a few moments:

A 30 day trial license is being created for your account

Your repository records are being created in the cloud for your account

Synergy’s standard set of Views are being created in your account; see below for a list of standard Views that are included

Application files/prerequisites (SQL Server Compact Edition) are being installed onto your machine – accept all defaults.

(Note: If you have a license key you can register it inside of SmartViews. See the section below for Updating Your License Key. The key is in the \\”SERVERNAME”\Install$\Synergy Resources\SmartViews folder.)

A popup will show with the default password

Click finish to complete installation

Enter License

Login into Smartviews

Installing Updates

Only users with admin rights to create users have the ability to check for updates. For all other users this will be greyed out. Once an update is completed this will upgrade your account to the latest version. This will then trigger an upgrade for all your other users when they sync to the repository. 

Note: If you are not currently on maintenance or it has expired you will receive an error message that updates are not available. Please renew your maintenance if you would like to receive these updates.

To check for updates do the following:

(Note: for non-admins this is where they will start when they are on an earlier version then their account setting.)

Terminal Server

For Remote Desktop Installs (Terminal Server), install once as a local administrator doing the Client Install with any user’s keys.  Once installed, any other users will be prompted for their unique keys the first time SmartViews is launched.  Once these are written to the user’s registry, the user will no longer be prompted for their keys.  As noted above, may sure Users of the remote desktop have r/w access to the folder SmartViews was installed into

Creating User Accounts

To create, view and edit User security the user will need “Is Admin User” security permissions. This security setting is in User Accounts:

To create, view and edit User Accounts do the following:

1. Under the Home tab select User Accounts
   

Note: If you have setup a new user you can send them their install email by selecting the user row and clicking on “Send User Email”. This will email the user (and cc the logged in user) a public download link and their key code which links them to your account. The email looks like the following:

User Installation

Additional installations are done using the link in the Invitation Email, Select Client Install

Users will need R\W permissions to the Smartviews Install Directory.
The SmartViewsLic file has to be copied from \\’server’\Install$\Synergy Resources\SmartViews to C:\Visual\SmartViews.  This will license the product

Opening & Running Views

To open and run views do the following:

Opening a View

1. Click on the icon in the top left hand corner and hover over “Views”
   

2. This will open sub menus - hover to the one you would like and click on it
   

3. This will open your View in its own tab.
   

Running a View

1. The View will be open in its own tab - 
   

1. If there are parameters required they will be presented to the user as shown in Ex. A.
   
2. Views with no parameters will be presented to the user as shown in Ex. B.
   

Ex. A                               Ex. B

2. Select your Data Connections that you would like this View to pull data from
   

(Note: Data Connections are defined in the Designer and defaults can be setup along with security per user.)

3. After you have selected your Data Connections, click on Refresh – this will populate your View with data
   

How to Create, Edit, and Share Views

To create or edit views the user will need “Is Designer” security permissions. This security setting is in User Accounts:

Creating New Views

To create new Views do the following:

1. Under the Views menu select “Create New Views…”
   

2. This will open the Designer:
   

1. Delete button – will delete the View definition from the repository
   
2. Connections – to add, edit and delete data source connections. This list is global to all Views when in the Designer.
   

(Note: designers will need “Is Admin Connections” security permissions to allow add, edit and delete rights. This is setup under User Accounts. If the designer does not have security rights then they can only select from what is in the list.)

3. Name and Directory – the name and directory to show in the Views menu list
   
4. Default Menu Option – global security options for this View
   

1. User specific security options are setup under the Security tab in #5
   

1. By user you can setup Export Options, Connections Options and Is Designer security
   

5. Tabs:
   

1. Settings – default tab shown to set View properties
   
2. SQL Designer – used to define SQL statement, column formats and View parameters
   
3. Review – after you have defined a SQL statement you can view the output without having to leave the designer
   
4. Security – used to define user security permissions
   
5. API – allows advance interaction by using scripting to further extend the functionality of SmartViews. Scripts are written in either VB.Net or C#.Net.
   

Editing Views

To edit a View’s definition do the following:

1. Open the View by selecting it from the Views menu list
   

2. Select the Home tab and click on Open Designer
   

3. This will open the Designer in a new tab
   

Sharing Views

If you are a SmartViews admin or if you have Designer permissions for a View, you can share Views with other users in SmartViews. There are two ways to do this.

The second way is recommended if a SmartViews admin wants to add most / all users to a View or if you want to add users to multiple Views at once. If you click the User Accounts button on the home tab and then click Security, you will see a matrix of users and Views that determines what level of access each Viewer has to the View. From there, you can set a user as a Viewer or a Designer for the View, or just set them to None / leave them blank if you don't want them to be able to access it. You can also select multiple cells at a time with Ctrl or Shift and then use the Multi Select dropdown that appears in the top-right.

Make sure to tab off of the last combo box you selected before closing the window, as your last change may be lost if you don't. You can verify whether the change persisted or not by closing and reopening the User Security List window and checking that cell. You will also need to click Save under the Users tab once you're done. If the Save button is grayed out, then you simply have to make a change somewhere in the User Account table and then change it back (e.g. disable and then reenable Views for a user), and then you should be able to click Save.

Standard Views included with SmartViews

Strategic Views:

Operational Views:

Tactical Views:

Below are the Tables each view references