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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.
System Requirements:
  • Windows 10 or later
  • Administrator rights for installation
  • Network access to your PMS database
  • Internet connection for syncing to cloud

Download

1

Navigate to Dashboard

Log in to your ScaleHouse dashboard at scalehousesystems.com/dashboard.
2

Go to Connectors

Navigate to Audit Intelligence → Connectors.
3

Download

Click “Download Connector” to download ScaleHouseConnector.msi.

Installation

1

Run Installer

Double-click ScaleHouseConnector.msi to start the installation wizard.
2

Accept License

Read and accept the license agreement.
3

Choose Location

Select the installation directory (default: C:\Program Files\ScaleHouse).
4

Install

Click “Install” and wait for the installation to complete. You may be prompted for administrator credentials.
5

Complete

Click “Finish” to complete the installation. The connector will start automatically.

Initial Configuration

After installation, you’ll see the ScaleHouse icon in your system tray.
1

Open Configuration

Right-click the system tray icon and select “Configure”.
2

Activate

You’ll need an activation token from your dashboard. See the Activation Guide for details.
3

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
4

Test Connection

Click “Test Connection” to verify the credentials.
5

Save

Click “Save” to store the configuration. The connector will start syncing.

Verification

1

Check System Tray

Verify the connector icon is visible in your system tray.
2

Check Dashboard

In your dashboard, go to Audit Intelligence → Connectors and verify status is “Active”.
3

View Events

Navigate to Audit Intelligence → Events to see audit logs syncing.

Uninstallation

1

Stop Connector

Right-click the system tray icon and select “Exit”.
2

Uninstall

Go to Settings → Apps → Apps & features, find “ScaleHouse Connector”, and click “Uninstall”.
3

Clean Up (Optional)

To remove all data, delete C:\ProgramData\ScaleHouse.
Uninstalling the connector will stop syncing audit logs. Your historical data in the cloud will remain, but new events won’t be collected.

Troubleshooting

See the Troubleshooting Guide for common issues and solutions.

Next Steps