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.

After registration, you can add users and configure email notifications that alert users when a scheduled DataSync job fails. By default, notifications are turned off for newly added users.

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	Enter the name of the server hosting the DataSync database.
Database	Select the DataSync database to use (the one chosen during installation or the default).
Username	Enter the database administrator username.
Password	Enter the administrator password.
Timeout	Set how many seconds DataSync should wait before reporting a connection error (default: 20).
Max Pool Size	Set the maximum number of SQL connections allowed in the pool (default: 100, minimum: 1). Do not exceed the MaxNumberOfJobsRunningInParallel value in appsettings.json.
Encrypt	Enable encryption for data exchanged between DataSync and SQL Server.
Trust Server Certificate	Enable SSL encryption and bypass certificate validation during connection.
Create database if not exist	Allow DataSync to automatically create a dedicated database for connection definitions if none exists.

SMTP Server settings

Setting	Description
SMTP Server	Enter your organization’s SMTP server address for sending automated emails and notifications.
Sender Address	Enter the email address that will appear as the sender for messages sent by DataSync.
Port Number	Set the network port used to connect to the SMTP server.
Connection Mode	Select Network credentials, API key or OAuth 2.0.

Connection modes

Network credentials

Use this option when your SMTP provider authenticates with a username and password.

Setting	Description
User name	Enter the administrator’s email address for SMTP authentication.
Password	Enter the administrator’s SMTP password.
Use SSL/TLS	Enable to encrypt the connection to the SMTP server and help protect credentials and message content in transit.

API key

Use this option when your SMTP provider issues an API key for SMTP sending.

Setting	Description
API Key	Enter the API key provided by your SMTP provider.

OAuth 2.0

Use this option when your SMTP provider supports OAuth 2.0 client credentials, such as Microsoft Entra ID and Exchange Online (Microsoft 365). For setup steps, see Configure SMTP with OAuth 2.0.

Setting	Description
Client ID	Enter the OAuth client ID from your identity provider; for Microsoft Entra ID, use the Application (client) ID.
Client Secret	Enter the OAuth client secret value from your identity provider.
Token Endpoint	Enter the OAuth token endpoint URL provided by your identity provider.
Scopes	For Exchange Online SMTP, enter https://outlook.office365.com/.default.
Use SSL/TLS	Enable to encrypt the connection to the SMTP server and help protect credentials and message content in transit.