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...

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. ...

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  ...

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 ...

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. ...

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 ...

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...

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...

SedonaSync has the option to run a Sync event manually. This may be needed if SedonaSync stops running and the Event has to be run our of schedule. Step 1.) Click on Event Designer >Application Events > Events. Step 2.) Click on the Event ...

SedonaSync has the option to stop a Sync event manually. This may be needed if a change to the event has been made or needs to be made. Step 1.) Click on Event Designer >Application Events > Events. Step 2.) Click on the Event that needs t...

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.  ...

The following steps are used to view a company’s active Events Once logged in to Sync, Click on Event Designer Click on Application Events Click on Events All events are viewable on the right side of the application. ...

SedonaSync has the option to view all your Events next run date/time. This will save you time when reviewing all Sync events Next Run date/time. Step 1.) Click on Monitor >Scheduler. The screen below will populate. The screen represents ...

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 ...

This informative training video covers dashboard alerts in the alerts and automation solution. ...

The following video series was created to aid in the exploration of SedonaSync.  Event Design Overview:  Watch the twenty-minute Video . Event Design- Attaching Queries: Watch the eight-minute Video . Event Design- Reports: Watch the...

Watch this seven-minute video  regarding the initial setup for SedonaSync.

The following video series was created to aid in the exploration of SedonaSync.  Designing a Query- Preparation Intro:  Watch the five-minute Video . Designing a Query- Preparation: Watch the six-minute Video . Designing a Query-Design:...

The following steps will add a new user or recipient to the Sync V9 DB Step 1.) Click on Users from the menu on the left side of the menu. Step 2.) Click on New User step 3.) Only two tabs need to be filled out for a simple addi...

The following steps will add a new user GROUP to the Sync V9 DB Step 1.) Click on Users from the menu on the left side of the menu. Step 2.) Click on New Group step 3.) Only one entry is needed, the name of the new group. ...

The following shows how Events can be organized to have meaningful Groups in Sync V9 DB Click on Application Events. The Events section in the middle of Sync shows all Grouped Events. Example below shows an example where Accou...

Educational videos from KnowledgeSync. SedonaSync (Knowledge Sync) Release Notes 10.6.pdf SedonaSync (Knowledge Sync) User Guide 10.6.pdf ...

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 ...

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...

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...

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 ...