Xerox SmartSend Support & Software Installation Guide

3-14

Install SMARTsend

Existing SMARTsend configurations can be migrated to a replacement computer without recreating existing 
workflows, user preferences, device configurations, and general settings. This applies when migrating with 
the same version of SMARTsend, or when upgrading to a newer version of SMARTsend.

1

On the current/original computer, launch SMARTsend using administrator credentials.

2

Open the Administration Home Page.

3

Locate the Backup Status pane and click the Backup Now button. SMARTsend creates a backup file in 
the following default location: <drive>:\Inetpub\wwwroot\SMARTsend\Data\Backup\. See Backup 
Status on page 5-8 for more information. 

4

Copy the backup folder from the original computer to your desired location on the replacement 
computer. 

5

Install SMARTsend on the replacement computer. Follow the instructions in the SMARTsend 
Installation and Administration Guide.

6

After a successful install, launch the Restore Tool on the replacement computer. See Restore Tool on 
page 8-12 for more information.

7

Choose the Backup Directory Path option, then browse to the location of the backup folder that you 
copied from the original computer.

8

After a successful restore, launch SMARTsend on the replacement computer.

9

Confirm that all workflows, user preferences, device configurations, and general settings have been 
restored. 

Security Identifiers (SIDs) are required to identify SMARTsend users. Changing the domain of a 

computer will change the SIDs. Therefore, the replacement computer must be in a Windows NT/Active 
Directory domain where the domains of the current SMARTsend users are trusted.  

SMARTsend user credentials are not restored. Users will need to re-enter credentials for each 

supported service/destination type before they can execute workflows on the replacement computer. 
Refer users to the Manage My Credentials link on the User Home Page to update their credentials.