Installation of Medisoft Network Professional

Installation of Medisoft Network Professional consists of 2 different installations. First you will need to install and configure the program on the server machine. You will then proceed to install the Medisoft client on all workstations that will be accessing the server. The server installation will install the Advantage Database Server, and is only to be done on the computer that will be acting as server on the network. The client installation will install the actual Medisoft program, and should be installed on ALL machines that will be using Medisoft to access and manipulate the data.

Tips and Tricks:
For best performance, the server machine should be used strictly as a server. This means that nobody will be using the server machine as a workstation. This prevents the server from locking up and possibly corrupting the data.

Server Installation and Configuration

  1. Insert the Medisoft 14 CD in the server CD-ROM drive. The Installation splash screen appears.
  2. On the Installation window, click the Advantage Tools link. Click the Advantage Server link. The Advantage Database Server for Windows NT/2000/2003 Setup Wizard window appears.
  3. On the Advantage Database Server for Windows NT/2000/2003 Setup Wizard Welcome window, click the Next button. The License Agreement window appears.

        

  4. On the License Agreement window select the I Accept radio button and click the Next button. The Destination Folder window appears.


  5. On the Destination Folder window, select a directory for the Advantage Database Server installation—the default location is the recommended choice. Click the Next button. The Installation window appears.


  6. On the Installation window, click the Install button. A progress bar appears tracking the installation. The Product Information window appears.


  7. On the Product Information window in the Serial Number field enter the Advantage serial number. Select the I have a product validation code radio button. Enter the Validation Code and the optional Replication Code if given. Refer to the Advantage Certificate of Authenticity included with the installation materials for the serial number, validation code, and the replication code. Click the Next button. The Product Owner window appears.


 

Tips and Tricks:
Advantage Serial Numbers are 7 digits long. They contain only numbers.
Advantage Validation Codes and Replication Codes are 5 characters long. They contain only letters.

 

  1. oduct Owner window, in the Registered Owner field enter the name of the registered owner of the Advantage Database Server. Select the Automatic Startup radio button (recommended choice). If the Manual Startup option is selected, refer to the online help for instructions on starting and stopping the Advantage Database Server. Click the Next button. The ANSI Character Set window appears.


Tips and Tricks:
If you select the Manual Startup option on this screen, the Advantage Database Server will not automatically start when the computer is started. This will result in Medisoft returning an error 6420 unless Advantage is manually started.

 

 

 

 

  1. On the ANSI Character Set window, do not change the drop-down list option from the default, English (U.S.). Click the Next button. The InstallShield Wizard window appears.


Tips and Tricks:
Medisoft is only licensed for sale in the United States. Any computer that will have Medisoft installed on it must have its regional settings set to English (American). If either the Windows setting or the installation option is not set to English (American), Medisoft will return the error 5175.

 

  1. At the OEM/Localized Character Sets prompt, leave this at USA and click the Next button.


     

  2. The InstallShield Wizard Completed window appears. Click Finish.


  3. If an Advantage Database Server Utility window is open, click the Exit button to close the configuration utility.

    

Tips and Tricks:
You may need to access the Advantage Configuration Utility later in order to adjust some of the settings. You can access the utility by clicking Start, Programs, Advantage Database Server 10.0, and Advantage Configuration Utility.
The number you enter on this screen will automatically optimize your Advantage configuration for the number of computers you will be using. If you enter a number higher than your purchased user license, you will not be able to access Medisoft on more machines. You will simply be setting aside too many resources, which can affect the system performance.

Similarly, if the number entered is too low, you may encounter error messages as a result of not enough resources being available. The general formula used to determine the number of connections in the Configuration Utility tab is 10 times the number of users.

 

  1. Option: On the Installation window click the Exit link or continue other installation processes.
  2. You will now need to create a root data directory that will house any datasets that you may create within the Medisoft program. This directory generally resides on the c:\ drive of the server, and is generally named Medidata. You can create this folder by opening a Windows Explorer window, and clicking the File menu, and selecting the New then Folder option. You will see a new folder on the C:\ drive named “New Folder”. You will need to rename that folder to Medidata.


Tips and Tricks:
The root data directory should reside on the same drive as the Advantage Database Server.
It is good practice to place the Medidata folder directly on the root of C:\. This will make it easier for you to support your customers by not having to search for the data directory. For this reason, it is best practice to maintain consistency in naming, and always naming your root data directory “Medidata”.

 

  1. Right-click on the new Medidata folder and click Sharing and Security.
  2. Select the radio button labeled Share this folder. You will see options for Share name, User Limit, Permissions and Caching. The Share name will automatically be populated with the word Medidata. Do not change this. Click the Permissions button.


  3. You will need to grant Full Control permissions to everyone you want to have access to your Medisoft data. The easiest method of setting up permissions is to grant Full control to Everyone and the SYSTEM user. Once set up, click OK.


Tips and Tricks:
It is not required that you grant Full Control to everyone. It is, however, required that you grant full control to any WINDOWS users you would like to have access to your Medisoft data. If you don’t grant access to everyone, each individual user or group of users must be granted permissions separately depending on your network configuration.
If a user is granted read access only, they will be able to open Medisoft, but as soon as the program attempts to append any files, an error will occur stating that the user does not have rights to this path.

 

  1. Click the Security Tab. You will need to make the same adjustments to this screen as you did in the Permissions screen. All requirements are the same. Once completed, click Apply, and then click OK.
  2. If you successfully shared the Medidata folder, you will see a small hand under the folder in the Windows Explorer window.


You have now completed the installation and configuration of the server.

Tips and Tricks:
If you will not be using the server machine as a workstation that will access Medisoft directly, you do not need to take any more installation steps on the server.
If you will be using the server as a workstation as well, you will need to proceed with the client installation on the server.

 

Client Installation and Configuration

The steps outlined under Client Installation and Configuration must be taken on ALL the computers that will be running the Medisoft program.

  1. Insert the Medisoft 17 CD in the local CD-ROM drive. The Installation window appears.
Tips and Tricks:
If the installation window does not appear automatically, open a Windows Explorer window, and browse to your CD-ROM drive. You will see a file labeled AUTORUN.EXE. Double-click that file, and the installation process will begin.

 

  1. On the Installation window click Install Medisoft. The Warning window appears.
  2. On the Warning window click the Next button. If you do not close all other Medisoft applications before proceeding with the installation, you will be asked to reboot your computer. The Welcome window appears.


  3. The EULA must be accepted to continue.


  4. The Subscription Agreement must be accepted to continue.


  5. On the Welcome window, select the version of Medisoft you wish to install. For this example, we will select Medisoft Network Professional. After making your selection, click Next.



 

  1. On the Select Installation Type window, click the Express Install radio button. Note: This choice is the recommended option. It is never recommended to uncheck the option Install Communication Manager; it does not speed up the installation significantly. Click the Next button.


 

  1. On the Select Destination Directory window, choose the path where you would like Medisoft installed.


     

Tips and Tricks:
If Medisoft has previously been installed, the installation will automatically point to the directory into which Medisoft was previously installed. If you wish to change this, click Browse and select a different directory. If Medisoft has never been installed onto this computer, the default installation directory will be C:\Program Files\Medisoft.
The installation program will automatically add the sub-directory “bin” to the installation path that is specified. This is important to note because any add-on products must reside in the same directory as the Medisoft program. A common error made during installation of these programs is that someone specifies that they want a program to install to C:\Program Files\Medisoft\Bin. The result of this is that the program installs to the directory C:\Program Files\Medisoft\Bin\Bin. The add-on program then returns an ACE32.dll error message.

If you wish to exclude certain components of the installation, such as the Tutorial Data, or Office Hours program, you will need to select Custom Install.

 

  1. On the Ready to Install window click the Next button. The Installing window appears and tracks the progress of the installation.
  2. On the Installation Completed window click the Finish button. The installation program closes.
  3. Repeat steps 1 through 10 for each client workstation.

Connecting the Medisoft Client to the server data directory

After installing the Medisoft client on each workstation (new installs only), you will need to connect each Medisoft client to the server data directory.

The process for connecting to the server is as follows:

  1. Double-click your Medisoft icon.
  2. If this is the first time you have installed Medisoft on this computer, the following screen will appear. Here you will need to enter the path to your root data directory (Medidata folder). If you are using Medisoft Network Professional, this path MUST be a UNC Address. (Example: \\SERVER\Medidata) If you don’t know the UNC Address for your Medidata folder, you can click the Browse button and browse to it. You must browse through Network Neighborhood. Once your path has been entered click OK.


Tips and Tricks:
Medisoft Network Professional DOES NOT work with mapped drives.
When using your server computer as a workstation, you must still connect to the Medidata folder using UNC. (This means you are going to type the EXACT same thing in this window on every computer, both workstation and server.) Once you have identified the path, write it down and take it with you to each computer. This method helps you avoid needing to browse on each computer, and ensures accuracy in connecting to the directory.

The traditional UNC (Universal Naming Convention) is \\NameOfServer\Medidata. You will need to replace certain portions of this example with values depending on your network setup. You will need to use the name of your server and the name of your root data directory.

The only time this path will read C:\Medidata is on a single user install.

  1. You may see an error stating “You do not have rights to this path”. This error means either the path you entered does not exist, Windows networking is not enabled or that you don’t have sufficient rights to access the path.


Tips and Tricks:
You can test your path outside the Medisoft program. This is done by opening a Windows Explorer window and typing the exact same path in the Address bar. If you get the same error, you have identified that the problem lies outside the Medisoft program.
  1. You may see the following error window. If you do, click the Details button.


  2. You will now see the full error that is preventing you from connecting to the data. This generally indicates a problem with the Advantage Database Server, or a problem with your network.


  3. If you have never connected to this Medidata folder as a root data directory, you will see the following screen. Click Yes.


  4. You may receive a registration warning screen. You will need to either click Register Now or Register Later.
  5. Once your registration process is completed, you will see the following screen on new installations only. Click Create a new set of data. (Conversions will be discussed later.)


Tips and Tricks:
The tutorial data set is a valuable tool used for practicing using the program, as well as determining whether a specific problem is data related or system related. If you do not install the tutorial data now, you may do so at any time by clicking File, Open Practice.
The create practice process will only need to be run once for each practice. Subsequent connections to the server will recognize the data and be able to open it.

 

  1. You will see the Create a new set of data window. Enter the name of the practice as you would like it to appear in the practice list. You will also be asked to enter the data path. The first portion of the path will be defaulted to the value you entered when initially connecting to the Advantage Database Server. You will simply need to enter the name of the sub-directory within Medidata that you would like to hold the data for this practice. Once entered, click Create.


Tips and Tricks:
If your root data directory has been entered incorrectly, and you need to change it, you can do so. Exit the Medisoft program, and while holding down the [F7] button on your keyboard, double-click on the Medisoft icon. You will be returned to step 2 of this process.
When naming your sub-directories, it is best practice to choose a short name that can be easily identified. For example, use the doctor’s last name, practice name, etc. It is not considered good practice to name multiple practice data directories using names such as data1, data2, data3, etc. This makes it difficult to identify exactly which practice belongs in each sub-directory.

 

  1. If the sub-directory you chose either doesn’t exist, or it exists but no data files are located in the folder, the following window will appear, letting you know that the data does not exist. Click Yes. The data will be created



  2. If the sub-directory you chose already exists AND data files already exist within that folder, the following window will appear, letting you know that the data will be opened. Click Yes.


  3. If you need to create more practices, it can be done by clicking the File menu and New Practice. This will bring you to the window referenced in step 9.
Tips and Tricks:
Once you have created and opened a practice, the Medisoft program will remember which practice was last opened on each computer. The next time you start the Medisoft program, it will automatically open into that practice.
In some instances a practice may be damaged, or you might not have security access to the last practice opened. This would prevent you from opening Medisoft. If you hold the [F8] button while double-clicking your Medisoft icon, the program will open to the practice list, and you will be able to select which practice you wish to open. You will also be able to create a new practice.

 

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