Installation checklist for SMART education software and hardware

This page provides you with the necessary information for a successful installation by outlining what needs to be performed after installing your SMART product. It includes a checklist that outlines actions to be performed prior to receiving your SMART product.

SMART Notebook collaborative learning software can be installed without installing SMART Board interactive displays. The following steps are intended to guide you through the installation process and help you to validate the end result.

Typically, you will have received a license key to activate your installation and claim your subscription. It is not required to proceed at this time, although it’s recommended.

Note 

You can install SMART Notebook software using a USB drive or downloading a file from smarttech.com.

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Software installation checklist

Create your administrator account in the SMART Admin Portal if you haven’t done so.

SeeCreating a SMART Account for the SMART Admin Portal

Claim your software in the SMART Admin Portal.

SeeClaiming software in the SMART Admin Portal

Add more administrators in the SMART Admin Portal to the organization.

SeeManaging administrators

Download and install SMART Learning Suite (includes SMART Notebook software, SMART Product Drivers, and SMART Ink).

Notes 

Windows computers: Make sure you have administrator privileges

Mac computers: If there are issues installing SMART Learning Suite, see Resolving issues with SMART Learning Suite and Lumio on macOS operating systems.

In the SMART Admin Portal, provision teachers’ email addresses to give them sign-in based access to SMART Notebook anywhere it is installed

Make sure you can add images from the Gallery icon in SMART Notebook software.

  1. Open SMART Notebook software.

  2. To open the Gallery tab, click.

  3. ClickExpand to expand Gallery Essentials.

    The Gallery is divided into two sections. The top section of the Gallery is the category list. When you select a category or subcategory in the list, its contents appear in the bottom section of the Gallery.

  4. Open a folder in Gallery Essentials and expand a subfolder.

  5. Click and drag an image to the page.

Make sure you can add images using Image Web Search in SMART Notebook software.

  1. Open SMART Notebook software.

  2. To open the Add-ons tab, clickAdd-Ons.

  3. Click Image Web Search.

  4. Enter a search term like “dinosaur” and clickSearch.

  5. After the results appear, click and drag an image to the page.

Once teachers have been provisioned, make sure they can sign in to Lumio and they can add a lesson to the library.

SeeAdding lessons and resources in Lumio by SMART

Install your SMART products according to SMART installation guidelines, making sure the cable routes are managed and contained. Prior to receiving your SMART products, you should have been given the pre-installation checklist to address moving the display, preparing the wall mount, installing on a mobile stand, and selecting and properly extending cables. At the end of the pre-installalation checklist is a workbook that will help you address those items.

Use the following checklists alongside the SMART Board interactive display illustrated installation instructions, installation and maintenance guide, user guide, the pre-installation information, and the post installation checklist.

Printed illustrated installation instructions can be found in the accessory box in the mail slot of the SMART product. You can also find a PDF of the illustrated installation instructions on the SMART support site.

Please refer to these printed and online materials to assist with mounting your SMART product.

The following checklist will help you verify and validate that the installation has been performed correctly and all equipment is working as expected.

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iQ experience configuration

Connect the SMART product to power, turn on the SMART product, and follow the setup wizard.

Note 

The display needs an internet connection for some of the iQ experience features to work properly.

Update the iQ system software.

Note 

If the SMART product isn’t connected to a wireless network, you can download and save the iQ system software file to a USB drive and update the SMART product manually. See the download pages below for your SMART product instructions and files for updating via USB. You can also find release notes and previous versions.

SMART Board 6000 and 6000 Pro / SMART Board 7000 and 7000 Pro / SMART Board MX

Update your SMART product’s touch or scaler firmware. You can update the firmware wirelessly or download and save the firmware to a USB drive and update the SMART product manually.

Note 

This step doesn’t apply to SMART Board 7000R, 7000R Pro, 6000S, 6000S Pro, MX (V2), MX (V2) Pro, MX (V3), or MX (V3) Pro series interactive displays.

Install network certificates.

SeeInstalling network certificates for the iQ experience

Configure a network proxy.

SeeConfiguring a network proxy for a SMART display with the iQ experience

OptionalConfigure the clean up settings.

See alsoAbout the iQ experience and navigating the Home screen

OptionalSetup a lockdown certificate.

SeeLocking down the iQ experience Settings app

OptionalSetup a SMART Remote Management account. SMART Remote Management software will allow you to add and manage apps on your SMART product.

SeeCreating and activating a SMART Remote Management domain account

OptionalEnroll and connect the SMART product to SMART Remote Management.

SeeEnrolling a SMART Board interactive display in SMART Remote Management

iQ experience verification

Sign in to your SMART Account and verify you can access the Lumio lesson library on the SMART product.

SeeSyncing SMART Notebook and Lumio files to the iQ experience

Open the SMART Whiteboard app on the SMART product and make sure you can write with the pen and erase using the palm or eraser.

Optional 

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