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  1. Download the HCM software from https://go.microsoft.com/fwlink/?linkid=841308 and install it on a computer that is always running, can call the internet over HTTPS, and is able to make calls to your SQL server. It is strongly recommended that the software not be installed on the SQL server itself. This is because many Student Management System vendors also install web sites and other software on their database servers, and making changes to the machine (especially modifying TLS settings, as required in the next step) could adversely affect that software.

  2. Use the IISCrypto tool available at https://www.nartac.com/Products/IISCrypto/ to apply best practice settings to the machine you have just installed HCM on, and to set that machine’s TLS level to 1.2 only.

  3. Contact EdSmart Support and let us know you are ready to go with HCM.

  4. We will provide a connection string for you and to enter into HCM, turn our end on, Determine the SQL Server machine’s fully qualified internal network name (e.g. sql01.exampleschool.internal). This cannot be just the NetBIOS name of the machine; the fully qualified name is required for the HCM software to resolve the server’s address on your network.

  5. Contact EdSmart Support when the above steps are complete, providing the SQL server machine’s fully qualified network name. We will provide you with a connection string to enter into HCM. We will then run a test import, and once successful, your ongoing daily & ad hoc imports will run over the new infrastructure, and you may remove your the inbound firewall hole for exception allowing incoming SQL connections from EdSmart if applicable.