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Install DataSync

DataSync is the ETL tool that moves data between your source systems and your data warehouse. The installer configures the IIS site, application pool, database connection, and email server used by DataSync. All settings are applied during installation and can be modified later.

The WebDav Publishing feature must be disabled in Windows Features or Server Manager before installation. This feature conflicts with the DataSync web application.

Run Nectari DataSync.exe or SEI DataSync.exe depending on your product. The installer is also available on ShareFile.

note

To repair or modify an existing installation, run the installer and select Modify/Repair. The installation path cannot be changed during a repair.

Before you start​

During installation, you configure an SMTP server for email notifications. The authentication mode you choose depends on how your mail server handles connections.

Authentication ModeWhat it means
No AuthenticationNo credentials required.
Basic AuthenticationConnects using a username and password defined on the mail server.
OAuth 2.0 AuthenticationToken based authentication using Microsoft Entra ID. Select this if your organization uses Exchange Online with modern authentication. Additional configuration is required during the SMTP OAuth 2.0 step.

Installation steps​

1

Language and license

  1. Select the installation language.
  2. Read the license agreement and click I agree.
2

Installation folder

  1. Choose the installation folder.
3

Site protocol and hostname

  1. Select the site protocol: HTTP or HTTPS.
    • For HTTP: enter a short hostname such as datasyncserver.
    • For HTTPS: enter a fully qualified domain name such as datasync.mycompanydomain.com.
  2. Change the port if the default does not match your environment.
  3. If using HTTPS, select the SSL certificate to bind to the site.
4

Application pool identity

  1. Select the identity: Application Pool Identity (default) uses the built in IIS identity. Custom Account uses a specific Windows account.
  2. If using a custom account, enter the username and password.
5

DataSync server and database

  1. Confirm the server and database names. Update them if they don't match your environment.
  2. Enter the username and password for the database connection.
6

SMTP server

  1. Sender Email: the address used for automatic DataSync emails (notifications, user creation, password resets).
  2. Server Name: your mail server hostname.
  3. Port: the SMTP port number.
  4. Enable TLS/SSL if required by your mail server.
  5. Select the authentication mode: No Authentication, Basic Authentication, or OAuth 2.0.
7

SMTP OAuth 2.0 configurationOAuth 2.0 only

  1. Client ID: the Application (client) ID from your app registration in Microsoft Entra ID.
  2. Client Secret: the secret generated for the app registration.
  3. Token Endpoint: the OAuth 2.0 token URL for your tenant (for example, https://login.microsoftonline.com/<TENANT_ID>/oauth2/v2.0/token).
  4. Scope: for Exchange Online SMTP, use https://outlook.office365.com/.default.

These values come from the app registration in Microsoft Entra ID. For the full setup process, including registering the app and configuring Exchange Online permissions, see the SMTP OAuth 2.0 configuration guide.

8

Review and install

  1. Verify all settings on the summary screen.
  2. Click Install.
  3. When the installation completes, click Exit.

Next steps

Once the installation is complete, activate your account and configure your first connection.