Articles
SedonaSync Installation/Upgrade
Pre-Requisites
The supported platforms for the KnowledgeSync Server are shown. These are installed by the end user:
Windows Server 2012 R2, 2016 or 2019, Windows Workstation 8, 8.1 or 10 (A Server OS is recommended)
Web Server:...
Invoice for Master Account not emailed from SedonaSync
Description of Issue:
An invoice for a Master customer is not automatically sent via the SedonaSync email queue for the standard Bridgestone event as expected.
Fixes:
Customers that are part of master accounts are not part of the stan...
Reset SedonaSync Admin PW
USE [KS_Object]
GO
SELECT *
FROM admin
where username = 'admin'
UPDATE dbo.admin
SET passwd = '9A40D2369874A868BC'
WHERE username = 'admin'
GO
Sync Roles and Users
SedonaSync 10.0 has a tab called User Accounts Roles/Users.
This tab and its subfolders cannot be edited. The tab contains the role and user for the Admin in Sedona Sync.
The option is mainly used for customers who have more than one licen...
SedonaSync Project Management Process
Contents
Purpose
What is SedonaSync
Important Notes
Managing Projects for New Deployment
Managing Projects for Add on Databases Licensing
Managing Projects for V9 to V10 upgrades
P...
How to Contact ECI KnowledgeSync Support
Description of Issue:
To contact ECI for KnowledgeSync support issues use the information below.
Resolution:
Info on KnowledgeSync support from ECI.
For future urgent issues, we recommend ...
SedonaSync Emails Missing Attachments
How to troubleshoot when SedonaSync Emails are Missing Attachments
SedonaSync uses the SQL Server Reporting Services service to generate the Invoice pdf from a form stored in the SSRS server location. If emails are going out, but they are re...
SedonaSync License Install - Invalid License
Description of Issue:
When applying the SedonaSync licnese from ECI, the following error is received:
Invalid License
Cause:
The license has been generated with too many characters in the server name field. It can only be 15 c...
SedonaSync Password Reset
If a customer changes the default password for SedonaSync 10.0 and they forget their password, they will have to have their password reset to the default password.
These steps can be followed to accomplish the reset.
Download...
SedonaSync Settings - Troubleshooting v10.05.01
If you encounter issues with V10 and the settings not displaying properly or missing options. Be sure to clear the cache and cookies of the browser or try a different browser altogether.
SedonaSync - Review of Sync Items (WIP)
Install SedonaSync v10.x
Install SSRS Server
Configure SSRS Server
Install Report Builder
Configure Report Builder to connect to SSRS server (this has to be done by the user utilizing Report Builder)
I...
Troubleshooting Emails not Sending (SedonaSync)
Information provided directly from Vineyardsoft Support
Stop the KnowledgeSync Windows Service. (Note these paths may vary due to Sedona branding)
Run REGEDIT
(32 Bit Server) HKEY_Local_Machine\Software\Vineyardsoft Corporation\...
How does support request a new license for a customer that is using SedonaSync?
Description of Issue:
The customer's license has expired and is using SedonaSync.
Resolution:
If a customer’s license has expired, we can request a new updated license.
To get a new license, we need to know...
How to Add a Send From Email Address in SedonaSync
The following steps are used to add a new email account for emailing customers.
Step 1.) Once logged in to Sync, Click on Admin > Email Accounts
Step 2.) Click on Add
...
Adding a New Recipient in SedonaSync
When a new recipient is needed, the following steps can be added to Sync. A recipient has to be added to receive emailed reports or to be put in a group.
Step 1.) Click on Event Designer > Subscribers
Step 2.) Click on Users then cli...
Changing the SedonaSync Default Password
SedonaSync has a default UserId and Password. ( Admin;password). In order to change this default once you login you will see the screen below. Follow these steps below to change the default password.
Step 1.) Click on Admin -upper right
...
How to Add a SedonaSync User
The following steps are used to add a Sync user in addition to the Admin user.
Step 1.) Once logged in to Sync, Click on Admin tab on the left side of the menu
Step 2.) Click on the users tab.
Step 3.) Click on Add user.
...
Errors Emailing in SedonaSync
Email traffic can be monitored to confirm Event emails have been sent. They fall under three categories. Pending, Sent, Error
ERROR emails are emails that have not been sent. Example below
...
Pending Emails in SedonaSync
Email traffic can be monitored to confirm Event emails have been sent. They fall under three categories. Pending, Sent, Error
Pending emails are emails that have not been sent for two major reasons.
The report for the respective ...
Sent Emails in SedonaSync
Email traffic can be monitored to confirm Event emails have been sent. They fall under three categories. Pending, Sent, Error
SENT emails are emails that have successfully been emailed. Example below
...
How to Test Emails in SedonaSync
The following steps are used to test if the email set up in Sync V10 works
Step 1.) Once logged in to Sync, Click on Admin tab on the left side of the menu
Step 2.) Click on the Email Accounts, then highlight the email line.
...
Adding Holiday Schedules in SedonaSync
SedonaSync has the option to manage Holiday schedules. The schedules created can be used to include or exclude those Holiday setup dates from the reporting parameters.
...
Where to Setup SSMS for SedonaSync
SedonaSync has the option to send customers reporting results via SSMS – text.
The following is the location of the SSMS services location and setup. It is required that the customer have an SSMS host (Twilio is the ONLY SMS provider that is ...
Where to Add Microsoft SQL SSRS Connection for SedonaSync
SedonaSync uses Microsoft SQL server management to generate its invoicing and or reports that are used in the Sync correspondence. A connection to SSRS is needed for this connection to exist.
The following is where this connection is loca...
Sedona Sync/Knowledge Sync Service Name
Occasionally, a case will present where the user’s Sync Events have stopped running. The first thing to do in these instances is to ensure the Sync service is running on the server. However, the service has different names based on the screen.
...
Where do I change the mailbox that SedonaSync is connected to?
In SedonaSync, the system needs to have an email address connected so that it can send and receive mail. This sometimes needs to be changed, especially if it’s a specific user instead of a generic mailbox.
To change the emai...
How to Log Sedona Sync v10.0 Errors
When a customer’s SedonaSync application is having problems emailing out event processes, SedonaSync can log the error in a file for review. The report will detail the error. This will allow quicker resolution.
How to Log SedonaSync v10.0 error...
How to Re-Start Sedona Sync v10.0
When a customer’s SedonaSync application stopped running. Someone will need to restart the services. This happens when the SQL server is re-started.
How to restart SedonaSync steps.
Open Services module
GO to SedonaSync Servi...
SMS provider to Sedona Sync
Sedona Sync will allow Sync events to be delivered via SMS - Short Message Service. The following will add a third-party SMS provider to Sedona Sync for SMS delivery. Steps to add an SMS provider to Sedona Sync: Customers must sign on with a thi...
Create SMS Server vs Hosted SMS Provider
Customers are allowed to create their own SMS server to use with Sedona Sync. For most situations, it's significantly easier and more cost-effective to sign up with a third-party SMS service provider like Twilio, SendGrid, or Vonage instead of bui...
SedonaSync Delivery Methods
Three delivery methods can be used to deliver Sedona Sync event results.
Delivery methods are:
E-mail
SMS text
Webcast
...
Customer Appointment Confirmations
SedonaSync has events for appointment confirmations and reminders that will go out to customers.
SedonaSync has no way to document in SedonaOffice whether or not a customer confirmed their appointment or document that the customer has read t...
Shutdown SedonaSync Server Services
Customers can shut down each server service they are using instead of shutting down all of SedonaSync.
An example: If a customer's Email server is having any email issues, that server can be stopped by toggling the Email server status button to...