These instructions were created to guide you through the process of using SureTrend Cloud Sync to sync data from SureTrend 4 to SureTrend Cloud. This can be useful if you are unable to purchase our new EnSURE Touch device which has built in wireless syncing capabilities.

If you are trying to migrate data from SureTrend 4 to a new SureTrend Cloud account you do not need this application. Instead, follow these instructions for a one-time import of your SureTrend 4 data into SureTrend Cloud.

To start you will need to sign in to your SureTrend Cloud account.

 

Once signed in click on Settings in the top right of the screen and select Account management from the menu. Next, create a site as shown in    below. Click the (+) button and type in the name of your new site. Be sure to move the Active toggle to ON. It should be blue to signify this. You can skip this step if you already have your sites created.

Now click on Settings in the top right of the screen again and this time select User management from the menu. Click the (+) button and add a new user as shown in the image below. This user will receive an email automatically notifying them of their created account and a link to finish setting their sign-in credentials.

When you have created the user you will see their name in the list. Click on it to highlight the selected user and Enable any User sites you want their data to upload to as shown in the image below by sliding the toggle. It should be blue to signify its enabled. You can skip this step if you already have your users created.

Now you are ready to create your security token. This token will be used to link the SureTrend Cloud Sync application with your SureTrend Cloud account enabling you to push data from SureTrend 4 up to SureTrend Cloud. To begin, click on Settings in the top right of the screen again and this time select SureTrend 4 Cloud Sync from the menu. Click the (+) button to begin creating a new token.

Use the image below as a guide. The Token can be any string of numbers you like. In the example below we use 12345, but you could use 0000, 567, 123456, etc. Tokens can only be used once so once you use a string of numbers (such as 12345) you will not be able to create another token with that same value again. Choose the Site Name you created earlier from the drop-down list. This will be where all data pushed up to the cloud by Cloud Sync will land. Give your token a Description. This should be something unique to identify what this token was used for. Most customers just give it the same name as the Site Name.

Once your token has been created you will see it in the list and it will be labeled as Pending.

Download the latest version of SureTrend Cloud Sync using the button below. Installing the application may require administrative permissions so your IT team may be required to help installing it. After it is installed you will have a shortcut icon on your desktop called Profile Editor. You can also find this in your start menu. 

Start the Profile Editor and you should have the screen shown below appear. Follow the instructions below that correspond to the numbers in the image.

 

	Enter a Profile Name. This can be anything you like, but for simplicity you should make it the same as your Site Name in SureTrend Cloud.
	Choose where your database is stored and enter any credentials as required. If you chose SQLCe the default password is systemsure. That should work as the password unless it was changed.
	Click this button and if your credentials for the password is correct you should get a message that the connection is successful.
	Check the Cloud Sync checkbox and select Register New Cloud.
	Enter a Cloud Name. This can be anything you like, but for simplicity you should make it the same as the Profile Name used above in step 1. Enter https://suretrend.azurewebsites.net/ in the Cloud URL box. Enter your SureTrend Cloud User Name into the User Name box.
	Click Save to save your changes and create the profile. If it is created successfully then you are done!

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You no longer need to use the Profile Editor now. It will run on its own and every 20 minutes push data up from SureTrend 4 to your SureTrend 4 account. Please review the things not to do below. Failure to do so could result in the Profile Editor no longer syncing data with SureTrend Cloud.

• Do NOT move your SureTrend 4 database.
• Do NOT rename your SureTrend 4 database.
• Do NOT change the password of your SureTrend 4 database.
• Do NOT uninstall SureTrend 4 or Cloud Sync
• Do NOT make changes to any Site in SureTrend Cloud that is linked to a profile in the Profile Editor
• Do NOT make changes to any user account in SureTrend Cloud that is linked to a profile in the Profile Editor.
• Installing SureTrend 4 on a new computer or changing computers will require following these instructions again from the start.