This guide is to help your firm's IT team prepare a migration hub computer to use when you migrate your files to Smokeball. We highly recommend completing the setup process in advance of your scheduled data collection to ensure that your migration is not delayed and as efficient as possible.
Important Note: This setup applies to firms on the ProStart or Jumpstart + Documents migration packages.
Prepare a migration hub computer
File migrations are more successful if executed from a dedicated computer, a.k.a. migration hub computer.
There are several requirements for a migration hub computer:
- High-performance and large storage capacity.
- Access to where your files are stored, whether on a local server, shared drive, or the cloud.
- The computer must be on-site and consistently available during the migration period.
Learn more about Smokeball system requirements.
You can also check that your computer meets Smokeball's system requirements with our diagnostic tool.
Grant access to document storage
Our migration team will require access to your document storage before the final data collection date. With that in mind, your IT team should:
- Confirm that the migration hub computer can access your server or document storage location.
- Verify that appropriate permissions and connectivity are in place.
- If files are stored locally, confirm that they are accessible from the migration hub.
- Files stored on the cloud will need to be downloaded locally before your scheduled data collection date. We recommend enabling a local sync to expedite the process.
Enable remote access
After you have prepared a migration hub computer, a Smokeball Data Migrations Specialist will provide a remote access link and code to remotely connect to the migration hub computer.
This remote connection enables our team to upload files securely and efficiently. The remote connection must be available no later than your final data collection date.
Additional Help and Resources
If you have any questions about this setup process, please contact your Migration Specialist. They are ready to guide you every step of the way.