Configure DataSync

Before users can access SEI DataSync, you must configure the application and register the product license. The first person to register becomes the initial administrator and defines the essential application and server settings. These steps ensure DataSync is ready for team use and secure operation.

Register for DataSync

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

After registration, the user appears in the Users list and receives an activation email to set their 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 SEI DataSync.

Set up DataSync

After your first login, you are redirected to the Settings page (or select Settings from the welcome screen). Here, configure all necessary parameters for DataSync operation:

1. Review and edit the Connection properties and SMTP server panels; the wizard automatically imports settings from installation.
2. Under Server URL, specify the URL to include in email notifications.
3. In the Users panel, click Add user to invite additional users for license sharing.
4. For each panel, click Save to confirm your changes.

Connection properties

Property	Description
Server	Specifies the server name where the DataSync database is hosted.
Database	Defines the DataSync database to use (either the one chosen during installation or the default).
Username	Provides the database administrator username.
Password	Provides the administrator’s password.
Timeout	Sets the number of seconds DataSync waits to connect before generating an error (default: 20 seconds).
Max Pool Size	Sets the maximum number of database connections allowed in the pool (default: 100; must be at least 1). Should not exceed the MaxNumberOfJobsRunningInParallel value in appsettings.json.
Encrypt	Enables encryption for data sent between DataSync and the SQL Server.
Trust Server Certificate	Enables SSL encryption and skips server certificate validation during connection.
Create database if not exist	Allows DataSync to automatically create a dedicated database for connection definitions if it does not already exist.

SMTP Server properties

Property	Description
SMTP Server	Specifies your organization’s SMTP server address for sending automated emails and notifications.
Sender Address	Indicates the email address shown as the sender for automatic messages from DataSync.
Port Number	Specifies the network port to use for connecting to the SMTP server.
Connection Mode	Determines the authentication method: choose Network credentials or API key.
User name	(Optional) Provides the administrator email address for SMTP authentication.
Password	(Optional) Provides the administrator’s password for the SMTP server.
Use SSL/TLS	Enables SSL or TLS for encrypted communication with the SMTP server.
API Key	Enables authentication using an API key when API key is selected as the connection mode.