2️⃣Installation Guide

SmartBackup requires a Windows environment to run. Install SmartBackup on Windows machine of your choice.

System Requirements

Before installing SmartBackup, please check that you meet the minimum system requirements.

Microsoft Windows 10 or Microsoft Windows Server 2016 or later. Any leading Browser.

If you're planning to run SmartBackup in a virtualized environment or in a cloud-hosted environment refer to the PlayBook section for additional guidance. SmartBackup can be deployed on a Windows Server instance on AWS or Microsoft Azure.


Typical configuration for 25 Smartsheet Licensed Users with approximately 2,500 Sheets in total (consider this to be a "minimum" configuration):


  1. Processor: Intel Core i5-9400T, 1.80GHz or higher

  2. RAM: 32 GB

  3. O/S: Windows 10 or Windows Server 2016 or later

  4. Internet Connection: Fiber Optic, 100Mbs/100Mbs

  5. Enough Free Disk space to store muliple copies of Exported Smartsheet Sheets and Attachments


Download and install the latest version of SmartBackup, which can be found here.

The download consists of a zip file containing the SmartBackup.exe file. First "unzip" the downloaded file to extract the smartbackup.exe file, then double-click to run the exe file.


Follow the Wizard steps.


  1. File location of Installation

  2. New or Upgrade Installation

  3. Hosting/Deployment

File location of Installation:

You can choose a file location of your choice for installing SmartBackup but usually we recommend the default, which is c:/smartbackup

Ensure you have write-access to the space. Under certain circumstances when hosting in a cloud platform such as AWS or Microsoft Azure, the Windows Image for c:/ is marked as read-only.

New or Upgrade Installation:

When installing for teh first time, or when you would like to do a complete reset of your SmartBackup implementation, you should selelt a NEW installation. Users/Administrators upgrading to the next release or re-installing are advised to always perform an UPGRADE installation to preserve the existing configuration settings and the Backup Catalog.


The single biggest consideration probably is whether you want to host SmartBackup on-premise or in the cloud. An on-premise installation is usually pretty straight-forward and for Business Users this could installed on a laptop or desktop computer. For larger users this could be achieved with a dedicated virtual machine (VM) on a local server.

For cloud platform deployments, this would typically be a virtual server instance on Microsoft Azure or AWS.

use the Playbook to help guide you with hosting and deployment.

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