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TABLE OF CONTENTS
Foreword............................................................................................................................................................................ 2 Important Items to Note ..................................................................................................................................................... 3 Database Information ........................................................................................................................................................ 3 Pre- and Post-Installation Steps ........................................................................................................................................ 3 Installation Requirements .................................................................................................................................................. 4 Installation Time Estimates................................................................................................................................................ 4 Microsoft SQL 2008 Server Installation Time Estimates................................................................................................... 4 e-MDs Solution Series 6.3.0 Installation Time Estimates ................................................................................................. 4 Ensuring Database Security .............................................................................................................................................. 4 Pre-Installation Checklist for e-MDs Solution Series 6.3.0................................................................................................ 6 Section I: Installing SQL 2008 Server Standard Edition.................................................................................................... 7 Section II: Applying Microsofts 2008 SQL Server Service Pack 1 ................................................................................. 16 Section III: Installing e-MDs Solution Series 6.3.0 TopsFDB Database.......................................................................... 20 Section IV: Installing e-MDs Solution Series 6.3.0 TopsData Database......................................................................... 23 Section V: Installing e-MDs Solution Series 6.3.0 Applications on Workstations ........................................................... 29 Section VI: Licensing the 6.3.0 e-MDs Database............................................................................................................ 34 Section VII: Setting a Database Maintenance Plan in SQL Server 2008........................................................................ 41 Section VIII: e-MDs 6.3.0 Solution Series Post-Installation Tasks.................................................................................. 49
Important Note ..................................................................................................................................................................... 49 1. Perform Server Tasks ...................................................................................................................................................... 49 2. Install and Configure the Content Update Manager ......................................................................................................... 49 3. Complete Final Clean up Tasks ....................................................................................................................................... 49
COPYRIGHT 2009 e-MDs Inc., All Rights Reserved. Product and company names are trademarks of their respective owners. R00 20090702
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Foreword
From the entire staff at e-MDs: Congratulations! We know you could have purchased your electronic medical record software from a variety of vendors. We want to assure you that you have made the right choice in choosing to purchase from e-MDs: a world-wide leader in medical software development. We are not only excited to have you as a customer, but look forward to developing a relationship with you and your clinic. Through this relationship we want to ensure that you have the best possible success with your purchase. This document guides you through the installation of your new e-MDs Solution Series software version 6.3.0. Listed below is a summary of the steps needed to complete the installation: You will Complete the Pre-installation checklist. The checklist contains items to be checked and tasks to be completed before you can safely begin the 6.3.0 Installation. These include o o o Ensuring your hardware and software meets or exceeds the e-MDs minimum requirements. Checking for adequate storage space and system memory. Ensuring the system on which you are installing has a DVDROM drive. e-MDs installation discs are provided on DVD discs that are not recognized by CDROM drives. Suggestion: Share the DVDROM drive used for installation so it can be accessed from all workstations where you are installing licensed e-MDs applications. Doing this enables you to perform each workstation installation from a centralized location. Also, consider copying the contents of the e-MDs 6.3.0 Installation DVD to a centralized location on the network where it can be shared and accessed during the installation process. o o Assuring you have access to e-MDs Support Center (www.e-MDs.com > Support > Customer Support Portal) to download needed files. If they exist for whatever reason, uninstall all previous versions of the e-MDs applications from each workstation.
Install the software following the instructions provided in this installation guide. Verify you have installed the e-MDs 6.3.0 Solution Series applications only on the number of workstations for which you have purchased SQL licenses (Microsoft Run Time Licenses, or RTLs) or (Microsoft Client Access Licenses, or CALs). Complete the post-installation tasks (see Section VIII: e-MDs 6.3.0 Solution Series Post-Installation Tasks) after successful installation. These include o o o Rebooting your SQL servers. Ensuring the latest e-MDs updates have been run. Installing e-MDs Content Update Manager.
Note: Full release notes and a copy of this document are included in Documentation folder on the Solution Series 6.3.0 Installation DVD.
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Database Information
Solution Series 6.3.0 can run successfully under either SQL version 2005 or SQL version 2008 databases. Note that these installation instructions only describe steps for installing SQL 2008. This software release will not function correctly with any version prior to SQL version 2005. SQL version 2008 should be installed using the Mixed Mode option. Be aware that Solution Series 6.3.0 requires creation of two SQL databases. They are named TopsData and TopsFDB.
2.
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Installation Requirements
In order to install 6.3.0 you must be using equipment that is robust enough to efficiently run the e-MDs applications. Make sure your network and hardware meet the e-MDs minimum requirements for version 6.3.0. Minimum requirements are found in the document: What are the current hardware and software specifications for e-MDs? located on the e-MDs Support Center site ( www.e-mds.com ).
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To learn about characteristics of Strong Passwords, access this link provided by Microsoft: http://www.microsoft.com/protect/yourself/password/create.mspx Microsoft also makes a Password Checker available for download to check the relative strength of any password. This can be accessed here: http://www.microsoft.com/protect/yourself/password/checker.mspx
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Check that you have obtained the latest Service Packs for SQL 2008. Currently e-MDs recommends SQL 2008 SP1 Check that you have obtained and installed the latest Service Packs for Windows. Currently e-MDs recommends Windows 2003 Server R2 SP2. Confirm you have access (i.e.: a login and password) to e-MDs Support Center (www.e-MDs.com > Support > Customer Support Portal). Make sure you have temporarily disabled (or turned off) real-time antivirus protection before beginning the installation procedure. Real-time antivirus protection, such as Norton Antivirus, can interfere with proper installation of e-MDs Solution Series or component such as Fax Server. Do not re-enable the real-time antivirus protection until the installation is complete. You have obtained a copy of the e-MDs Solution Series 6.3.0 installation DVD. Note: A shared folder on the network will make it easier to install on your workstations because it allows centralized access to update scripts for all workstations. In addition, share the DVDROM drive and access it from each workstation over the network. Do not run the database install from a shared network path. This must be installed locally, otherwise the install will fail. You have downloaded (from e-MDs Support Center) the post upgrade scripts and executables to apply to your SQL server. (See Section VIII:: e-MDs 6.3.0 Solution Series Post-Installation Tasks for specifics.) You have verified your server has at least 10 GB of free space (where the SQL databases reside) needed to run the 6.3.0 installation program. You have verified that all users are logged out of all e-MDs applications (if previously installed). NOTE: e-MDs strongly recommends making the server unavailable during the installation to minimize the possibility a workstation remains logged in, or you have staff remotely accessing the system. Section IV includes instructions on making the server unavailable once it is loaded.
Important: Always log in to the server or workstation with full Windows Administrator privileges when running this installation, failure to do so will result in files being installed to the wrong directories or not being deleted/overwritten when they should be. This will cause access violations and other unexpected system behavior. Your system administrator or IT consultant should be able to provide you with the correct Windows logins.
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Insert the SQL Server 2008 Standard Edition Installation CD into the CDROM or DVDROM drive on your server.
From the SQL2008 Splash window, click Installation in the left column.
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Select the option: New SQL Server stand-alone installation or add features to an existing installation in the right pane of the SQL Server Installation Center window.
Note: The system may require several moments for this (and other) operations to complete.
When finished, the Setup Support Rules window displays. The Operation Complete text line indicates if there are any failed, missed, or steps that issued a warning. Click the Show details >> button for more information.
For any rule that did not complete successfully, click that row in the Status column to remedy. Once all problems are corrected, click OK. The Product Key window displays.
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Enter your 25-character key (provided by Microsoft) in the field provided, then click Next.
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Read the License Terms. If you agree with the terms, click I accept the license terms, then click Next.
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The Setup Support Files window displays the support files needed as part of this installation. To create these files, click Install.
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A progression bar displays as the Setup Support files are created. No action is required. When completed, the Setup Support Rules window displays.
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This window helps identify problems that might occur when installing the SQL Server Setup support files. Click Show Details >> to locate and remedy any problems.
Check the Status of each file displayed. (In this example, note the Microsoft .NET Application Security file is not applicable for this installation.).
The Feature Selection window is used to mark which features will be used in the install.
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Click the link in the Status column for any entry that requires remedy and correct the problem. Once all pertinent problems have been corrected, click Next. The Feature Selection window displays.
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Click each feature shown to include it. Note: e-MDs recommendations for which features to select appear in the next step.
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At the bottom of the Shared Selection window, check the location of the Shared Feature Directory.
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These are the features e-MDs recommends our users select for the SQL 2008 Installation.
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To change the location from that shown, click the ellipsis button to the right of the field and select another location. Once all features have been selected and the Shared Service Directory location selected, click Next. The Instance Configuration window displays.
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Note: e-MDs recommends selecting Default Instance on the Instance Configuration window. Click Next. The Disk Space Requirement window displays.
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This window lists the space requirements for the SQL Server features selected. After reviewing, click Next. The Server Configuration window displays.
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Provide the required information for configuring service accounts. This information is specific for each installation. For help with setting up Service Accounts, reference the following Microsoft link: http://msdn.microsoft.com/enus/library/ms144228.aspx
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In the lower grid of the Server Configuration window, review the Startup Type and change if needed. After indicating the desired selections on this screen, click the Collation tab on the Server Configuration window.
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Review the Collation settings. When finished, click Next. The Database Engine Configuration window displays.
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On the Database Engine Configuration window, eMDs recommends selecting Mixed Mode as the Authentication mode.
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After selecting Mixed Mode, enter and confirm a password for the Built-in SQL Server system administrator account.
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Click Add Current User to add the current account as an SQL Server Administrator. Click the Data Directories tab.
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e-MDs recommends that the temp db and temp db log be moved to different drives to increase performance. Click the FILESTREAM tab.
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On the Error and Usage Reporting window, review the available options and select if desired.
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Click Next. The Installation Rules window displays and begins processing.
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Note: The setup is running a check of installation rules to determine if the installation will be blocked. This may take several moments to complete the check. When the check is complete, click the Show Details button. The Rules Detail grid displays.
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Review the status of all rules. Fix any errors by clicking the specific link appearing in the Status column. When all errors have been corrected, click Next. The Ready to Install window displays.
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Check that all the install features selected in previous steps are correct. Once all features have been verified, click Install.
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During the installation, various messages and progression bars display. No user input should be required during the Installation Progress.
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Once the installation is complete, the Complete window displays. Review the information displayed about the install, then click Close.
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Reboot the SQL 2008 server prior to beginning the next section.
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Select the Download button to the right of the service pack highlighted below. The Open File Security Warning window displays.
The SP1 download and file extraction takes several moments. No user interaction is required during the download. When the download has completed, the Welcome window displays.
On the Welcome window, click the Show Details button. The Rules grid now displays in the Welcome window.
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Review the status of each rule listed. Correct any errors by clicking the appropriate link in the Status column and resolve the problem. Once all pertinent problems have been addressed, click Next. The License Terms window displays.
Review the license terms for this Service Pack. If you accept these terms, click the I accept the license terms box, then click Next. The Select Features window displays.
Review the features to update selected. After making any changes, click Next. The Check Files in Use window displays and launches the check.
Note: The Check Files in Use function requires several moments to complete. No user interaction is required.
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The Ready to Update window displays. Note: If there are files in use, click Next, but you must also reboot the server.
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Application of the Service Pack takes several moments to complete. No user interaction is required during the update.
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Once the Update completes successfully, click Next. The Complete window displays.
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Review the information presented on the Complete window, then click Close.
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Note: If the window below does not auto-launch, right click the Windows start tab and select Explore. In the root folder menu that appears, locate the contents of your DVDROM. In the Installation folder, click the file Launch.exe.
The SQL setup requires several moments to complete. No user action is required. When complete, the InstallShield Wizard welcome window displays.
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Read the e-MDs warning message concerning removal of previous versions of Solution Series prior to proceeding. If required, take action before continuing. Click Next.
Select an authentication method. Important! For SQL Server authentication (default), enter the SQL (sa) Administrator login and password. If logged into the system with Windows Administrator permissions, select Windows Authentication. Click Next. The Setup Type window displays.
Check the location where the TopsFDB will be installed. Use the Browse... button to select a different location.
Select First DataBank, then click Next. The Choose Destination Location window displays.
NOTE: You must install TopsData database (next section) on the same server where TopsFDB is installed. When satisfied, click Next. The Setup Type (for login) window displays.
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Note: To review or change settings prior to installing, click the Back button Click Install. The Setup Status window displays.
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There is no need to take any action. When finished, the InstallShield Wizard Complete window displays.
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The e-MDs 6.3.0 TopsFDB database has been successfully installed to your system Click Finish.
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Note: If the window below does not auto-launch, right click the Windows start tab and select Explore. In the root folder menu that appears, locate the contents of your DVDROM. In the Installation folder, click the file Launch.exe.
The database setup requires several moments to complete. No user action is required. When complete, the InstallShield Wizard welcome window displays.
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Read the e-MDs warning message concerning removal of previous versions of Solution Series prior to proceeding. If required, take action before continuing. Click Next.
Select an authentication method. Important! For SQL Server authentication (default), enter the SQL (sa) Administrator login and password. If logged into the system with Windows Administrator permissions, select Windows Authentication. Click Next. The Setup Type window displays.
Check the location where the TopsData will be installed. Use the Browse... button to select a different location.
Select TopsData, then click Next. The Choose Destination Location window displays.
NOTE: You must install TopsData on the same server where TopsFDB (previous section) is installed. When satisfied, click Next. The Setup Type (for login) window displays.
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Note: To review or change settings prior to installing, click the Back button Click Install. The Setup Status window displays.
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No user interaction is required. When finished, the InstallShield Wizard Complete window displays.
The e-MDs 6.3.0 TopsData database has been successfully installed to your system.
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To verify the e-MDs TopsFDB and TopsData database installed properly, click the Windows start >All Programs>Microsoft SQL Server 2008>SQL Server Management Studio. The Connect to Server window displays.
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Authenticate to SQL Server 2008 using either Windows Authentication or SQL Server Authentication (The SQL username and password created during the installation of SQL). Select Connect. The Microsoft SQL Server Management Studio console displays.
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To prevent someone accidentally accessing the database prior to the completion of this installation, you will make the server unavailable for remote access. Remember you will need to allow access once the post installation steps are completed. Right click the server. A menu displays.
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Click Connections. The Connections options display in the right pane of the Server Properties window.
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Click to remove the check in front of Allow remote connections to the server. Click OK.
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The Preparing Setup window displays. No user interaction is required. When complete, the Welcome to the InstallShield Wizard for e-MDs Solution Series window displays.
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Select the I accept the terms of the license agreement button to accept the e-MDs licensing terms. Click Next. The Setup Type window displays.
Note: The Custom option is used to install custom applications such as e-MDs FaxServer or License Manager. Click Next to continue. The Database Server window displays.
Note: Enter the correct name of your SQL server in the Database Server field.
Select Windows authentication. Click Next to continue. The Select Database window displays.
Click Next to continue. The Ready to Install the Program window displays.
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The Setup Status window displays the progress of the e-MDs applications being installed. No user action is required. During the installation process, users will also see the e-MDs Support Libraries being installed window as shown in step eleven.
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Again, no action is required. When completed, the InstallShield Wizard Complete window displays.
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In the InstallShield Wizard Complete window, select Finish. The window closes.
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Close the e-MDs Solution Series installation screen by clicking Exit Installer. The e-MDs Solution Series Installation screen closes.
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Launch the e-MDs Solution Series by double clicking the e-MDs Solution Series icon on the desktop. The e-MDs sign on screen displays.
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Verify the correct version number displays on the sign on screen. It should read: Version: 6.3.0.264.
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Window User Name Password Login Group Server Database User Name Password
Description User Name for the user Password for the user Security Feature (leave as default) The name of the clinics server TopsData SQL Database Login Credentials SQL Database Login Credentials
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AM I THERE YET?
Not until you have repeated steps 1 through 19 of this section on each workstation. Also, remember that once youve completed the workstation installations, you must continue to the next sections.
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In the License Agreement window, read the Software and Documentation User Agreement statement. If you agree, select I accept the terms of the license agreement. Click Next. The Setup Type (install options) window displays.
Leave the box for Yes, uninstall previous versions clear (not checked). Select Custom.
Note: If a previous version of Solution Series has been installed, click the check box to Uninstall a previous version. Click Next. The Choose Destination Location window displays.
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Ensure the License Manager box is checked. Select a drive where the setup will install the license files. Click Next. The Select Features window displays. Note: This step presumes the e-MDs Solution Series applications have never been installed on the server. If they have, the Modify, remove, or repair the program window displays. Select the Modify option. Click Next. The Database Server window displays.
Note: Enter the correct name of your SQL server in the Database Server field.
Select Windows authentication. Click Next. The Select Database window displays.
10
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No user action is required during the installation process. When complete, the Maintenance Complete window displays.
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Log into the e-MDs Activation Manager again. In the User Name field, write administrator.
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Go to start>All Programs>e-MDs>select License Manager. The e-MDs Activation Manager login window launches. Note: If desired, you can right click License Manager here to create a desktop short cut to this function.
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In the Password field, write administrator. Click OK. The e-MDs Activation Manager window displays.
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The Warning message states that generating a new key request will override any existing keys, rendering an existing e-MDs database unlicensed. Select Yes. A second e-MDs Warning message displays.
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The second warning message restates the first message. Select Continue. The Save New Reference Key window displays.
Expand the Save in: dropdown box, browse to the location where you would like to save your new reference key.
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Enter the clinics main phone number in the File name field. Select Open. The Information window displays.
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Log into your email account, create a new email, and select attach. Browse to the location where you saved the activation package. Email the key request to licensing@e-mds.com and include the following information in your email:
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The Information window states that a new reference key has been generated. It also lists where the key request was saved. Select OK.
Contact Name
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Office Name Office Phone Number Number of Provider(s) Note: Please make certain the Save as type:
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Within 24 hours you will receive a reply email which includes your new Activation Package. Log into your email account and locate the reply from the e-MDs Licensing Department.
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Software developed by email providers vary, however, in one form or another, you will receive the option to Download Attachments. Save the attachment to the same location where you saved the initial key request.
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If you are not still logged into the e-MDs Activation Manager, please follow the directions in steps 13 and 14 of this section and login before continuing. The e-MDs Activation Manager launches. Select License management>Activate installation.
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In the Open (browse) window, click the Yourclinicphonenumber.dat.ActivationPackage file, it will auto-populate into the File name: field. Select Open.
The Information window appears stating your installation has been activated.
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The message will also state the duration of the activation, as well as the number of providers your database is licensed for. Click OK.
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In the e-MDs Activation Manager window go to File and select Exit. You have successfully licensed the e-MDs database.
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Click Start>All Programs>Microsoft SQL Server 2008>SQL Server Management Studio. The Connect to Server window displays.
Click Connect.
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Locate the Management folder and Expand (click the + icon to the left of the folder.)
Right click on the Maintenance Plans folder, then click Maintenance Plan Wizard. The SQL Server Maintenance Plan Wizard window displays.
Enter the name of your maintenance plan in the Name field. If desired, add a description of the plan in the Description field. Click Change. The Job Schedule Properties window displays.
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Schedule type: should be set to recurring, and the Enabled box is checked.
Select the frequency for the backup and recurring date. Note: e-MDs recommends setting up Weekly Backups.
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In the Daily frequency section, indicate a time for the backup to begin by clicking Occurs once at and providing a start time in the field to its right. Click OK. The Select Plan Properties window redisplays.
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Place a check to the left of each maintenance task to be performed. e-MDs recommends selecting the maintenance tasks shown in the next step.
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These are e-MDs recommended maintenance tasks to be set up. Once tasks are selected, click OK. The Select Maintenance Task Order window displays.
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The order maintenance tasks run is a user preference. To change the order, click a task, then use the Move Up or Move Down buttons to relocate that task in the list. When complete, click Next. The Define Shrink Database Task window displays.
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Click the down arrow to display and select which databases to include in the Shrink task. The drop down menu displays.
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Click These databases, then Select both Topsdata and TopsFDB Click OK. The Define Reorganize Index Task window displays.
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Click the down arrow to display and select which databases to include in the Reorganize Index task. The drop down menu displays.
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Click These databases:, then select both Topsdata and TopsFDB Click OK. The Define Rebuild Index Task window displays.
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Click the down arrow to display and select which databases to include in the Define Rebuild Index task. The drop down menu displays.
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Click These databases, then Select both Topsdata and TopsFDB. Click OK. The Define Update Statistics Task window displays.
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Click the down arrow to display and select which databases to include in the Define Update Statistics task. The drop down menu displays.
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Click the down arrow to display and select which databases to include in the Define Back Up Database (Full) task. The drop down menu displays.
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Note: The backup folder under Create a backup file for every database can be changed if needed.
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Select Verify backup integrity. Click Next. The Define Maintenance Cleanup Task window displays.
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Select and set the Delete files based on the age of the file at task run time. This is a user preference decision made on the amount of disk space available. Click Next. The Select Report Options window displays.
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Review the options displayed, then click Next. The Complete the Wizard window displays.
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Review the list of actions selected. When satisfied, click Finish. The Maintenance Plan Wizard Progress window displays.
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Setting up the Maintenance Plan takes several moments. A Progress screen displays during this process.
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To view a Maintenance Plan generation report, click the Report tab. Click Close to finish the setup.
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Important Note
After completing the 6.3.0 installation, you MUST run all post-update scripts and updates. Failure to do so will most likely result in unstable system behavior and lost clinic productivity.
NOTE: All users must remain out of the e-MDs system while completing these Post-Installation tasks to ensure that no one
accesses the SQL Server while it is being updated.
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