> ## Documentation Index
> Fetch the complete documentation index at: https://scalehousesystems.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Installation Guide

> Install and configure the ScaleHouse connector on Windows

## Overview

The ScaleHouse connector is a Windows application that runs in the background and syncs audit logs from your practice management system to the cloud.

<Info>
  **System Requirements:**

  * Windows 10 or later
  * Administrator rights for installation
  * Network access to your PMS database
  * Internet connection for syncing to cloud
</Info>

## Download

<Steps>
  <Step title="Navigate to Dashboard">
    Log in to your ScaleHouse dashboard at [scalehousesystems.com/dashboard](https://scalehousesystems.com/dashboard).
  </Step>

  <Step title="Go to Connectors">
    Navigate to **Audit Intelligence → Connectors**.
  </Step>

  <Step title="Download">
    Click **"Download Connector"** to download `ScaleHouseConnector.msi`.
  </Step>
</Steps>

## Installation

<Steps>
  <Step title="Run Installer">
    Double-click `ScaleHouseConnector.msi` to start the installation wizard.
  </Step>

  <Step title="Accept License">
    Read and accept the license agreement.
  </Step>

  <Step title="Choose Location">
    Select the installation directory (default: `C:\Program Files\ScaleHouse`).
  </Step>

  <Step title="Install">
    Click **"Install"** and wait for the installation to complete. You may be prompted for administrator credentials.
  </Step>

  <Step title="Complete">
    Click **"Finish"** to complete the installation. The connector will start automatically.
  </Step>
</Steps>

## Initial Configuration

After installation, you'll see the ScaleHouse icon in your system tray.

<Steps>
  <Step title="Open Configuration">
    Right-click the system tray icon and select **"Configure"**.
  </Step>

  <Step title="Activate">
    You'll need an activation token from your dashboard. See the [Activation Guide](/docs/docs/connectors/activation) for details.
  </Step>

  <Step title="Enter Database Credentials">
    Provide your PMS database connection details:

    * **Host:** Database server address
    * **Port:** Database port (default: 3306 for MySQL, 1433 for SQL Server)
    * **Database:** Database name
    * **Username:** Database username
    * **Password:** Database password
  </Step>

  <Step title="Test Connection">
    Click **"Test Connection"** to verify the credentials.
  </Step>

  <Step title="Save">
    Click **"Save"** to store the configuration. The connector will start syncing.
  </Step>
</Steps>

## Verification

<Steps>
  <Step title="Check System Tray">
    Verify the connector icon is visible in your system tray.
  </Step>

  <Step title="Check Dashboard">
    In your dashboard, go to **Audit Intelligence → Connectors** and verify status is **"Active"**.
  </Step>

  <Step title="View Events">
    Navigate to **Audit Intelligence → Events** to see audit logs syncing.
  </Step>
</Steps>

## Uninstallation

<Steps>
  <Step title="Stop Connector">
    Right-click the system tray icon and select **"Exit"**.
  </Step>

  <Step title="Uninstall">
    Go to **Settings → Apps → Apps & features**, find "ScaleHouse Connector", and click **"Uninstall"**.
  </Step>

  <Step title="Clean Up (Optional)">
    To remove all data, delete `C:\ProgramData\ScaleHouse`.
  </Step>
</Steps>

<Warning>
  Uninstalling the connector will stop syncing audit logs. Your historical data in the cloud will remain, but new events won't be collected.
</Warning>

## Troubleshooting

See the [Troubleshooting Guide](/docs/docs/connectors/troubleshooting) for common issues and solutions.

## Next Steps

<CardGroup cols={2}>
  <Card title="Activation Guide" icon="key" href="/docs/docs/connectors/activation">
    Learn how to activate your connector
  </Card>

  <Card title="Connector Guides" icon="plug" href="/docs/docs/connectors/overview">
    Connector-specific documentation
  </Card>
</CardGroup>