Castelle Office Direct OfficeDirect Storage Server Manual de instalación

Sage Intergy 7.00 Installation Manual

viii Sage Intergy 7.00 Install Guide SageTable of ContentsAppendix G - Cardio Service Installation Overview . . . . . . . . . . . .

5 - 8 Sage Intergy 7.00 Install Guide SageChapter 5: Database Tuning2. From the Database Administration window, expand the Server Manager item in

Sage Sage Intergy 7.00 Install Guide 5 - 9Chapter 5: Database Tuningthe database server uses a priority weight value of 350, and a stand alone app

5 - 10 Sage Intergy 7.00 Install Guide SageChapter 5: Database Tuning3. The name server properties window is displayed. Click on the Advanced butt

Sage Sage Intergy 7.00 Install Guide 6 - 1Chapter 6: Intergy Storage Server ConfigurationChapter 6: Intergy Storage Server ConfigurationWhen insta

6 - 2 Sage Intergy 7.00 Install Guide SageChapter 6: Intergy Storage Server ConfigurationTypical Installation SettingsThe following table lists in

Sage Sage Intergy 7.00 Install Guide 6 - 3Chapter 6: Intergy Storage Server ConfigurationOpen Sage Intergy System Configuration1.Open the Sage Int

6 - 4 Sage Intergy 7.00 Install Guide SageChapter 6: Intergy Storage Server Configuration1. To access the Storage Server Administrative Console, c

Sage Sage Intergy 7.00 Install Guide 6 - 5Chapter 6: Intergy Storage Server Configurationof licenses available in an existing installation. The di

6 - 6 Sage Intergy 7.00 Install Guide SageChapter 6: Intergy Storage Server Configuration3. When the Administrative Console is displayed, click on

Sage Sage Intergy 7.00 Install Guide 6 - 7Chapter 6: Intergy Storage Server Configurationcustomized environments. Set the file to be executed from

Sage Sage Intergy 7.00 Install Guide ixIntroductionIntroductionThis document is intended for use by Sage field engineers, software installation s

6 - 8 Sage Intergy 7.00 Install Guide SageChapter 6: Intergy Storage Server ConfigurationAs a best practice, test the operation of the script befo

Sage Sage Intergy 7.00 Install Guide 7 - 1Chapter 7: Document Delivery Server ConfigurationChapter 7: Document Delivery Server ConfigurationWhen i

7 - 2 Sage Intergy 7.00 Install Guide SageChapter 7: Document Delivery Server ConfigurationTypical Installation SettingsThe following table lists

Sage Sage Intergy 7.00 Install Guide 7 - 3Chapter 7: Document Delivery Server ConfigurationDirectory names should always be adjusted to match actu

7 - 4 Sage Intergy 7.00 Install Guide SageChapter 7: Document Delivery Server ConfigurationInstalled Sage Intergy ComponentsWhen installing a new

Sage Sage Intergy 7.00 Install Guide 7 - 5Chapter 7: Document Delivery Server ConfigurationFaxPress Hardware InstallationInstallation of a Castell

7 - 6 Sage Intergy 7.00 Install Guide SageChapter 7: Document Delivery Server ConfigurationLine Settings:• Call Subscriber ID - Practice Name• Loc

Sage Sage Intergy 7.00 Install Guide 7 - 7Chapter 7: Document Delivery Server Configuration• Profile Path - \\<Sage IntergyServerName>\users

7 - 8 Sage Intergy 7.00 Install Guide SageChapter 7: Document Delivery Server ConfigurationNote that the Document Delivery menu item will appear o

Sage Sage Intergy 7.00 Install Guide 7 - 9Chapter 7: Document Delivery Server Configuration4. Click on the This Account radio button and enter the

x Sage Intergy 7.00 Install Guide SageIntroductionInstallation ProceduresMost chapters in this document begin with a table that lists typical ins

7 - 10 Sage Intergy 7.00 Install Guide SageChapter 7: Document Delivery Server ConfigurationOpen Report Maintenance2.The Report Maintenance window

Sage Sage Intergy 7.00 Install Guide 7 - 11Chapter 7: Document Delivery Server Configuration5. The New System Printer window is displayed.6. Click

7 - 12 Sage Intergy 7.00 Install Guide SageChapter 7: Document Delivery Server ConfigurationNote that the selected printer is now listed as the ou

Sage Sage Intergy 7.00 Install Guide 7 - 13Chapter 7: Document Delivery Server Configuration• Fax Server IP Address - The numeric address of the C

7 - 14 Sage Intergy 7.00 Install Guide SageChapter 7: Document Delivery Server ConfigurationSystem Printer Maintenance Setting2.The System Printer

Sage Sage Intergy 7.00 Install Guide 7 - 15Chapter 7: Document Delivery Server Configuration7. Click on the Close menu at the top of the window to

7 - 16 Sage Intergy 7.00 Install Guide SageChapter 7: Document Delivery Server ConfigurationEnter New Providers3.After gathering the required info

Sage Sage Intergy 7.00 Install Guide 7 - 17Chapter 7: Document Delivery Server ConfigurationOverride Default Values If Necessary6.For each provide

7 - 18 Sage Intergy 7.00 Install Guide SageChapter 7: Document Delivery Server Configurationof an outbound fax drop directory allows DDS to create

Sage Sage Intergy 7.00 Install Guide 8 - 1Chapter 8: TMS Import Service ConfigurationChapter 8: TMS Import Service ConfigurationWhen installing th

Sage Sage Intergy 7.00 Install Guide 1 - 1Chapter 1: Operating System InfrastructureChapter 1: Operating System InfrastructureA typical Sage Inter

8 - 2 Sage Intergy 7.00 Install Guide SageChapter 8: TMS Import Service ConfigurationTypical Installation SettingsThe following table lists typica

Sage Sage Intergy 7.00 Install Guide 8 - 3Chapter 8: TMS Import Service Configurationthe server or workstation where the TMS Import Service will o

8 - 4 Sage Intergy 7.00 Install Guide SageChapter 8: TMS Import Service ConfigurationNote that the tenth line of this file defines the ImportPath

Sage Sage Intergy 7.00 Install Guide 8 - 5Chapter 8: TMS Import Service Configuration3- Patient NameA field entered for reporting purposes only. T

8 - 6 Sage Intergy 7.00 Install Guide SageChapter 8: TMS Import Service ConfigurationAs a best practice, an external transcription application sho

Sage Sage Intergy 7.00 Install Guide 8 - 7Chapter 8: TMS Import Service ConfigurationConfigure External Imaging ApplicationNormally, Imaging data

8 - 8 Sage Intergy 7.00 Install Guide SageChapter 8: TMS Import Service ConfigurationNote that the ninth and tenth fields in the imaging import te

Sage Sage Intergy 7.00 Install Guide 9 - 1Chapter 9: Terminal Services Client InstallationChapter 9: Terminal Services Client InstallationWhen ins

9 - 2 Sage Intergy 7.00 Install Guide SageChapter 9: Terminal Services Client InstallationTypical Installation SettingsThe following table lists t

Sage Sage Intergy 7.00 Install Guide 9 - 3Chapter 9: Terminal Services Client InstallationAt a high level, you will complete the following tasks w

1 - 2 Sage Intergy 7.00 Install Guide SageChapter 1: Operating System InfrastructureTypical Installation SettingsThe following table lists typical

9 - 4 Sage Intergy 7.00 Install Guide SageChapter 9: Terminal Services Client Installation3. Note that the left pane is expanded to include additi

Sage Sage Intergy 7.00 Install Guide 9 - 5Chapter 9: Terminal Services Client Installation2. Fill in the checkboxes for the Terminal Server and Te

9 - 6 Sage Intergy 7.00 Install Guide SageChapter 9: Terminal Services Client Installation1. To install an application for use with terminal servi

Sage Sage Intergy 7.00 Install Guide 9 - 7Chapter 9: Terminal Services Client Installation3. The Run Installation window is displayed. Follow the

9 - 8 Sage Intergy 7.00 Install Guide SageChapter 9: Terminal Services Client Installation5. Once you have clicked next, the Finish Admin Install

Sage Sage Intergy 7.00 Install Guide 9 - 9Chapter 9: Terminal Services Client InstallationSet Application Mode to Install1.Open the Add/Remove Pro

9 - 10 Sage Intergy 7.00 Install Guide SageChapter 9: Terminal Services Client InstallationInsert Install Media4.At this point, insert the media o

Sage Sage Intergy 7.00 Install Guide 9 - 11Chapter 9: Terminal Services Client Installation7. Once you have clicked next, the Finish Admin Install

9 - 12 Sage Intergy 7.00 Install Guide SageChapter 9: Terminal Services Client InstallationManual UpgradeWhen performing a manual upgrade, you mus

Sage Sage Intergy 7.00 Install Guide 9 - 13Chapter 9: Terminal Services Client Installation• twain.dll• twain_32.dll• Twain_32 (the directory name

Sage Sage Intergy 7.00 Install Guide 1 - 3Chapter 1: Operating System InfrastructureDrive letters and directory names should always be adjusted to

9 - 14 Sage Intergy 7.00 Install Guide SageChapter 9: Terminal Services Client InstallationClick on the More button to display other device option

Sage Sage Intergy 7.00 Install Guide 10 - 1Chapter 10: Type II Database ConversionChapter 10: Type II Database ConversionNew implementations of Sa

10 - 2 Sage Intergy 7.00 Install Guide SageChapter 10: Type II Database ConversionType II Database Conversion OverviewConversion of Sage Intergy 7

Sage Sage Intergy 7.00 Install Guide 10 - 3Chapter 10: Type II Database ConversionTo stop Sage Intergy Windows services, open the Server Manager c

10 - 4 Sage Intergy 7.00 Install Guide SageChapter 10: Type II Database Conversion3. From the Start Menu or the Sage Intergy program folder, start

Sage Sage Intergy 7.00 Install Guide 10 - 5Chapter 10: Type II Database ConversionA prompt may also be displayed which reminds you to complete a d

10 - 6 Sage Intergy 7.00 Install Guide SageChapter 10: Type II Database ConversionClick on the OK button to close the Database Administration Dump

Sage Sage Intergy 7.00 Install Guide 11 - 1Chapter 11: Initial Printer ConfigurationChapter 11: Initial Printer ConfigurationAll implementations o

11 - 2 Sage Intergy 7.00 Install Guide SageChapter 11: Initial Printer ConfigurationInitial Printer Configuration for Sage IntergyIn most newly in

Sage Sage Intergy 7.00 Install Guide 11 - 3Chapter 11: Initial Printer ConfigurationNote that the print server and the Sage Intergy database serve

1 - 4 Sage Intergy 7.00 Install Guide SageChapter 1: Operating System Infrastructure1. To access the System control panel, right-click on the Comp

11 - 4 Sage Intergy 7.00 Install Guide SageChapter 11: Initial Printer Configurationconfiguration of system printers using the System Admnistratio

Sage Sage Intergy 7.00 Install Guide 11 - 5Chapter 11: Initial Printer ConfigurationClick on the New button to configure a new system printer. The

11 - 6 Sage Intergy 7.00 Install Guide SageChapter 11: Initial Printer ConfigurationNote the following configurable options:• Output Destination -

Sage Sage Intergy 7.00 Install Guide 11 - 7Chapter 11: Initial Printer ConfigurationConfiguring Printer ClassesWhen configuring a system printer,

11 - 8 Sage Intergy 7.00 Install Guide SageChapter 11: Initial Printer ConfigurationConfiguration of Remote Print ServiceRemote Print Service (RPS

Sage Sage Intergy 7.00 Install Guide 11 - 9Chapter 11: Initial Printer ConfigurationSetting the Service AccountBy default, all Sage Intergy servic

11 - 10 Sage Intergy 7.00 Install Guide SageChapter 11: Initial Printer ConfigurationThe Remote Print Server Maintenance window is displayed. Clic

Sage Sage Intergy 7.00 Install Guide 11 - 11Chapter 11: Initial Printer ConfigurationNote the Remote Print Server field. Clicking in this field wi

11 - 12 Sage Intergy 7.00 Install Guide SageChapter 11: Initial Printer Configurationadministrative credentials and use the Printer Server Propert

Sage Sage Intergy 7.00 Install Guide 12 - 1Appendix A: Backup Application Installation and ConfigurationAppendix A: Backup Application Installatio

Sage Sage Intergy 7.00 Install Guide 1 - 5Chapter 1: Operating System Infrastructure2. The Licensing Mode window will be displayed. Select the ‘Pe

12 - 2 Sage Intergy 7.00 Install Guide SageAppendix A: Backup Application Installation and ConfigurationTypical Installation SettingsThe following

Sage Sage Intergy 7.00 Install Guide 12 - 3Appendix A: Backup Application Installation and ConfigurationDirectory names should always be adjusted

12 - 4 Sage Intergy 7.00 Install Guide SageAppendix A: Backup Application Installation and ConfigurationCreate Administrative AccountBefore instal

Sage Sage Intergy 7.00 Install Guide 12 - 5Appendix A: Backup Application Installation and ConfigurationInstall Symantec Backup Exec From MediaThe

12 - 6 Sage Intergy 7.00 Install Guide SageAppendix A: Backup Application Installation and Configurationsuccessfully installation of Backup Exec.

Sage Sage Intergy 7.00 Install Guide 12 - 7Appendix A: Backup Application Installation and Configurationproducts are installed, accept the default

12 - 8 Sage Intergy 7.00 Install Guide SageAppendix A: Backup Application Installation and Configuration7. A pop-up window will be displayed indic

Sage Sage Intergy 7.00 Install Guide 12 - 9Appendix A: Backup Application Installation and Configurationinstall the vendor driver files. For most

12 - 10 Sage Intergy 7.00 Install Guide SageAppendix A: Backup Application Installation and Configuration1. To configure Backup Exec, start the Ba

Sage Sage Intergy 7.00 Install Guide 12 - 11Appendix A: Backup Application Installation and ConfigurationCreate a New Backup Job3.Clicking on the

1 - 6 Sage Intergy 7.00 Install Guide SageChapter 1: Operating System Infrastructure2. In Windows Server 2003, click on the Properties button to d

12 - 12 Sage Intergy 7.00 Install Guide SageAppendix A: Backup Application Installation and Configuration4. The Volume Credentials and Volume Orde

Sage Sage Intergy 7.00 Install Guide 12 - 13Appendix A: Backup Application Installation and Configuration7. The Overwrite Method window is display

12 - 14 Sage Intergy 7.00 Install Guide SageAppendix A: Backup Application Installation and ConfigurationBackup Job SchedulingThe Backup Exec job

Sage Sage Intergy 7.00 Install Guide 12 - 15Appendix A: Backup Application Installation and Configuration3. The Backup Exec Administration window

12 - 16 Sage Intergy 7.00 Install Guide SageAppendix A: Backup Application Installation and ConfigurationInstall Symantec System RecoveryThese ins

Sage Sage Intergy 7.00 Install Guide 12 - 17Appendix A: Backup Application Installation and Configuration2. Installation progress windows will be

12 - 18 Sage Intergy 7.00 Install Guide SageAppendix A: Backup Application Installation and Configurationsetting to activate the license at a late

Sage Sage Intergy 7.00 Install Guide 12 - 19Appendix A: Backup Application Installation and Configuration7. The System Recovery administration app

12 - 20 Sage Intergy 7.00 Install Guide SageAppendix A: Backup Application Installation and Configuration9. The Drive Selection window is displaye

Sage Sage Intergy 7.00 Install Guide 12 - 21Appendix A: Backup Application Installation and ConfigurationClick on the Browse button to select the

Sage Sage Intergy 7.00 Install Guide 1 - 7Chapter 1: Operating System Infrastructure3. The Internet Protocol Properties window is displayed.For Sa

12 - 22 Sage Intergy 7.00 Install Guide SageAppendix A: Backup Application Installation and Configuration14. The Command Files configuration windo

Sage Sage Intergy 7.00 Install Guide 12 - 23Appendix A: Backup Application Installation and Configuration18. The Advanced backup administration op

12 - 24 Sage Intergy 7.00 Install Guide SageAppendix A: Backup Application Installation and Configuration20. The Manage Backup Destination Setting

Sage Sage Intergy 7.00 Install Guide 13 - 1Appendix B: Antivirus ConfigurationAppendix B: Antivirus ConfigurationAll customer computing environme

13 - 2 Sage Intergy 7.00 Install Guide Sage Appendix B: Antivirus ConfigurationTypical Installation SettingsThe following table lists typical inst

Sage Sage Intergy 7.00 Install Guide 13 - 3Appendix B: Antivirus ConfigurationInstallation of Symantec Endpoint ProtectionSage offers the Symante

13 - 4 Sage Intergy 7.00 Install Guide Sage Appendix B: Antivirus ConfigurationAll other configuration requirements also apply to the Symantec End

Sage Sage Intergy 7.00 Install Guide 14 - 1Appendix C: Intergy Technical Process ReferenceAppendix C: Intergy Technical Process ReferenceTechnicia

14 - 2 Sage Intergy 7.00 Install Guide SageAppendix C: Intergy Technical Process ReferencePlacing Sage Intergy in Maintenance ModeIt is necessary

Sage Sage Intergy 7.00 Install Guide 14 - 3Appendix C: Intergy Technical Process Referenceshown. To put the Sage Intergy Database into maintenance

Sage Intergy 7.00 Installation Manual ReferenceConfidentialThis document and the information it contains are the confidential information of Sage. Nei

1 - 8 Sage Intergy 7.00 Install Guide SageChapter 1: Operating System InfrastructureFor detailed information on configuration of TCP/IP Offload fo

14 - 4 Sage Intergy 7.00 Install Guide SageAppendix C: Intergy Technical Process ReferenceManually Shutting Down HL7 Processes6.To shut down the H

Sage Sage Intergy 7.00 Install Guide 14 - 5Appendix C: Intergy Technical Process ReferenceManual database shutdown9.From the Sage Intergy programs

14 - 6 Sage Intergy 7.00 Install Guide SageAppendix C: Intergy Technical Process Reference12. The System Maintenance Scheduler window is displayed

Sage Sage Intergy 7.00 Install Guide 14 - 7Appendix C: Intergy Technical Process Reference2. Click on the Backup Database item in the left pane to

14 - 8 Sage Intergy 7.00 Install Guide SageAppendix C: Intergy Technical Process Reference3. The Serialization window may be displayed immediately

Sage Sage Intergy 7.00 Install Guide 14 - 9Appendix C: Intergy Technical Process Referenceextension LIC. Alternately, you may copy this file to th

14 - 10 Sage Intergy 7.00 Install Guide SageAppendix C: Intergy Technical Process Reference8. After several minutes, the Serialization window is d

Sage Sage Intergy 7.00 Install Guide 14 - 11Appendix C: Intergy Technical Process ReferenceQueue Monitor Status Check2.In the Sage Intergy System

14 - 12 Sage Intergy 7.00 Install Guide SageAppendix C: Intergy Technical Process Reference4. The Stop Monitor Information dialogue window will be

Sage Sage Intergy 7.00 Install Guide 14 - 13Appendix C: Intergy Technical Process Reference7. The System Configuration window is displayed. In the

Sage Sage Intergy 7.00 Install Guide 1 - 9Chapter 1: Operating System Infrastructure3. Note the Domain Profile, Private Profile and Public Profile

14 - 14 Sage Intergy 7.00 Install Guide SageAppendix C: Intergy Technical Process ReferenceBefore proceeding with any other part of the installati

Sage Sage Intergy 7.00 Install Guide 14 - 15Appendix C: Intergy Technical Process Reference11. The RxUpdate window is displayed. Click on the Upda

14 - 16 Sage Intergy 7.00 Install Guide SageAppendix C: Intergy Technical Process Reference13. After a few moments, Checking for Media Corruption

Sage Sage Intergy 7.00 Install Guide 14 - 17Appendix C: Intergy Technical Process Reference16. The message ‘Update Successfully Completed’ will be

14 - 18 Sage Intergy 7.00 Install Guide SageAppendix C: Intergy Technical Process Reference18. The Rx EDI Status window is displayed. Note that th

Sage Sage Intergy 7.00 Install Guide 14 - 19Appendix C: Intergy Technical Process ReferenceTesting the UpdateTo test the RxDUR installation, open

14 - 20 Sage Intergy 7.00 Install Guide SageAppendix C: Intergy Technical Process ReferenceImportant note: It is necessary to distinguish between

Sage Sage Intergy 7.00 Install Guide 14 - 21Appendix C: Intergy Technical Process ReferenceThe Host ID dialogue is displayed. Enter the new Host I

14 - 22 Sage Intergy 7.00 Install Guide SageAppendix C: Intergy Technical Process ReferenceFrom any workstation or server in the customer environm

Sage Sage Intergy 7.00 Install Guide 14 - 23Appendix C: Intergy Technical Process ReferenceAt the right side of the Sage Intergy Host header, clic

1 - 10 Sage Intergy 7.00 Install Guide SageChapter 1: Operating System InfrastructureA Sage Intergy 7.00 environment should be installed in an env

14 - 24 Sage Intergy 7.00 Install Guide SageAppendix C: Intergy Technical Process ReferenceChange the settings in the Client Configuration Utility

Sage Sage Intergy 7.00 Install Guide 14 - 25Appendix C: Intergy Technical Process ReferenceClient Connection ConfigurationCurrently, Sage Intergy

14 - 26 Sage Intergy 7.00 Install Guide SageAppendix C: Intergy Technical Process Reference <AppserverPartition PartitionName="Batch&

Sage Sage Intergy 7.00 Install Guide 15 - 1Appendix D: Sage Intergy UpgradeAppendix D: Sage Intergy UpgradeWhen upgrading Sage Intergy customer si

15 - 2 Sage Intergy 7.00 Install Guide SageAppendix D: Sage Intergy UpgradeWindows Sage Intergy Server UpgradeAn established customer site with an

Sage Sage Intergy 7.00 Install Guide 15 - 3Appendix D: Sage Intergy UpgradeAdminService Authentication UtilityThe AdminService Authentication Util

15 - 4 Sage Intergy 7.00 Install Guide SageAppendix D: Sage Intergy UpgradeNote that you may be required to use Install Mode for Sage Intergy data

Sage Sage Intergy 7.00 Install Guide 15 - 5Appendix D: Sage Intergy UpgradeSet Sage Intergy Admin Service Logon When Upgrading from Sage Intergy 3

15 - 6 Sage Intergy 7.00 Install Guide SageAppendix D: Sage Intergy UpgradeProgress Application Component Installation7.The Removing Old Progress

Sage Sage Intergy 7.00 Install Guide 15 - 7Appendix D: Sage Intergy Upgradeand all installed components. Always allow the Progress installation pa

Sage Sage Intergy 7.00 Install Guide 1 - 11Chapter 1: Operating System Infrastructure3. Note that the left pane is expanded to include additional

15 - 8 Sage Intergy 7.00 Install Guide SageAppendix D: Sage Intergy Upgrade13. The Sage Intergy Database Upgrade status window is displayed. The t

Sage Sage Intergy 7.00 Install Guide 15 - 9Appendix D: Sage Intergy Upgradeprogress, the new Sage Intergy Storage Server splash screen with the cu

15 - 10 Sage Intergy 7.00 Install Guide SageAppendix D: Sage Intergy Upgrade17. When complete, the Sage Intergy Update confirmation window appears

Sage Sage Intergy 7.00 Install Guide 15 - 11Appendix D: Sage Intergy Upgradethe Sage Intergy Technical Process Reference in Appendix C for detaile

15 - 12 Sage Intergy 7.00 Install Guide SageAppendix D: Sage Intergy Upgradewill be displayed. Select the ‘Upgrade Sage Intergy X.XX to Sage Inter

Sage Sage Intergy 7.00 Install Guide 15 - 13Appendix D: Sage Intergy UpgradeAutomatic UpgradeIf the Sage Intergy Primer is been run on the worksta

15 - 14 Sage Intergy 7.00 Install Guide SageAppendix D: Sage Intergy UpgradeN-tier Sage Intergy Server UpgradeSome servers in large Sage Intergy e

Sage Sage Intergy 7.00 Install Guide 15 - 15Appendix D: Sage Intergy UpgradeStand Alone Sage Intergy Storage Server UpgradeSome implementations of

15 - 16 Sage Intergy 7.00 Install Guide SageAppendix D: Sage Intergy Upgrade3. Insert the Sage Intergy 7.00 installation media, or connect to the

Sage Sage Intergy 7.00 Install Guide 16 - 1Appendix E: Laboratory Information System InstallationAppendix E: Laboratory Information System Install

1 - 12 Sage Intergy 7.00 Install Guide SageChapter 1: Operating System Infrastructure1. Open the Domain Security Policy editor from the Administra

16 - 2 Sage Intergy 7.00 Install Guide SageAppendix E: Laboratory Information System InstallationOverviewThe Lab Information Server (LIS) service

Sage Sage Intergy 7.00 Install Guide 16 - 3Appendix E: Laboratory Information System InstallationService VerificationAfter successful installation

16 - 4 Sage Intergy 7.00 Install Guide SageAppendix E: Laboratory Information System InstallationSage Intergy System ConfigurationSome Sage Interg

Sage Sage Intergy 7.00 Install Guide 17 - 1Appendix F: Multiple Database InstallationAppendix F: Multiple Database InstallationSome customer envir

17 - 2 Sage Intergy 7.00 Install Guide SageAppendix F: Multiple Database InstallationTypical Installation SettingsThe following table lists typica

Sage Sage Intergy 7.00 Install Guide 17 - 3Appendix F: Multiple Database InstallationOverviewInstallation of more than one database server in a Sa

17 - 4 Sage Intergy 7.00 Install Guide SageAppendix F: Multiple Database InstallationSequence of InstallationAt a high level, you will follow thes

Sage Sage Intergy 7.00 Install Guide 17 - 5Appendix F: Multiple Database InstallationInstall and Configure Sage Intergy ClientThe standard Sage In

17 - 6 Sage Intergy 7.00 Install Guide SageAppendix F: Multiple Database Installationhave the name ‘Intergy’ and will include only the connection

Sage Sage Intergy 7.00 Install Guide 17 - 7Appendix F: Multiple Database Installation4. The new Sage Intergy Configuration window is displayed.For

Sage Sage Intergy 7.00 Install Guide 1 - 13Chapter 1: Operating System InfrastructureAdministrative AccountsAn administrative account must be crea

17 - 8 Sage Intergy 7.00 Install Guide SageAppendix F: Multiple Database Installation6. After the last configuration is entered, you will return t

Sage Sage Intergy 7.00 Install Guide 17 - 9Appendix F: Multiple Database Installationdrop-down list and click on the Test DB Connection button to

17 - 10 Sage Intergy 7.00 Install Guide SageAppendix F: Multiple Database Installationthe Start menu or Sage Intergy folder. Instead of the Sage I

Sage Sage Intergy 7.00 Install Guide 17 - 11Appendix F: Multiple Database InstallationWhen configuring a WAN client, note the additional configura

17 - 12 Sage Intergy 7.00 Install Guide SageAppendix F: Multiple Database InstallationDo not use the Save Settings to Network function of the Clie

Sage Sage Intergy 7.00 Install Guide 18 - 1Appendix G: Cardio Service InstallationAppendix G: Cardio Service InstallationThe Sage Intergy Cardio s

18 - 2 Sage Intergy 7.00 Install Guide SageAppendix G: Cardio Service InstallationOverviewThe Cardio service is a Sage Intergy service that is nor

Sage Sage Intergy 7.00 Install Guide 18 - 3Appendix G: Cardio Service Installationinstallation script. In a typical Sage Intergy installation, thi

18 - 4 Sage Intergy 7.00 Install Guide SageAppendix G: Cardio Service InstallationSage Intergy system informationDuring installation of Heart Cent

Sage Sage Intergy 7.00 Install Guide 18 - 5Appendix G: Cardio Service InstallationInternet Connectivity for Sage Intergy On DemandIn some cases, a

1 - 14 Sage Intergy 7.00 Install Guide SageChapter 1: Operating System Infrastructure3. The New User dialogue window is displayed. Enter the follo

18 - 6 Sage Intergy 7.00 Install Guide SageAppendix G: Cardio Service InstallationSeveral sets of bidirectional secure tunnels must be configured,

Sage Sage Intergy 7.00 Install Guide 18 - 7Appendix G: Cardio Service InstallationUse the following settings for configuration of the MIST service

18 - 8 Sage Intergy 7.00 Install Guide SageAppendix G: Cardio Service InstallationModify Sage Intergy EHR Connectivity SettingsIn a normal install

Sage Sage Intergy 7.00 Install Guide 18 - 9Appendix G: Cardio Service InstallationModify Heart Centrix ECG Management Configuration OptionsIn a no

18 - 10 Sage Intergy 7.00 Install Guide SageAppendix G: Cardio Service InstallationConfiguring BackupBecause the Sage Intergy Cardio service is in

Sage Sage Intergy 7.00 Install Guide 18 - 11Appendix G: Cardio Service InstallationInstallation of the Remote Agent from the Sage Intergy database

18 - 12 Sage Intergy 7.00 Install Guide SageAppendix G: Cardio Service InstallationInstallation ConfigurationA new backup job must be configured t

Sage Sage Intergy 7.00 Install Guide 18 - 13Appendix G: Cardio Service InstallationScroll to the bottom of the backup selections list and select t

18 - 14 Sage Intergy 7.00 Install Guide SageAppendix G: Cardio Service Installation11. The Overwrite Method window is displayed. Change the select

Sage Sage Intergy 7.00 Install Guide 18 - 15Appendix G: Cardio Service Installation13. The Completion Notification window is displayed. Select ‘No

Sage Sage Intergy 7.00 Install Guide 1 - 15Chapter 1: Operating System Infrastructure5. The account properties window is displayed.Click on the Ad

18 - 16 Sage Intergy 7.00 Install Guide SageAppendix G: Cardio Service InstallationSchedule a new separate time for the Heart Centrix backup. As a

Sage Sage Intergy 7.00 Install Guide 19 - 1Appendix H: Physician Portal ServiceAppendix H: Physician Portal ServiceThe Physician Portal service allows

19 - 2 Sage Intergy 7.00 Install Guide SageAppendix H: Physician Portal ServiceOverviewThe Physician Portal service may be used by Sage Intergy custom

Sage Sage Intergy 7.00 Install Guide 19 - 3Appendix H: Physician Portal ServiceIIS InstallationInternet Information Services (IIS) is a required Micro

19 - 4 Sage Intergy 7.00 Install Guide SageAppendix H: Physician Portal ServiceMicrosoft Windows Server 2003 installationLog on as the Administrator t

Sage Sage Intergy 7.00 Install Guide 19 - 5Appendix H: Physician Portal ServiceWeb Services Component InstallationInstallation of web services related

19 - 6 Sage Intergy 7.00 Install Guide SageAppendix H: Physician Portal Service2. The Installshield Wizard prerequisite installation window is display

Sage Sage Intergy 7.00 Install Guide 19 - 7Appendix H: Physician Portal Service4. After installation of .NET components is completed, the Web Services

19 - 8 Sage Intergy 7.00 Install Guide SageAppendix H: Physician Portal Service7. The Setup Type prompt is displayed.Select the ‘Custom’ radio button

Sage Sage Intergy 7.00 Install Guide 19 - 9Appendix H: Physician Portal Service11. The Installshield Completion window is displayed. Click on the Fini

1 - 16 Sage Intergy 7.00 Install Guide SageChapter 1: Operating System Infrastructure7. Click on the OK button to close the account properties win

19 - 10 Sage Intergy 7.00 Install Guide SageAppendix H: Physician Portal ServiceUser Interface ActivationAfter Physician Portal service components are

Sage Sage Intergy 7.00 Install Guide 19 - 11Appendix H: Physician Portal ServiceSelect the file TogglePhysicianPortal.r as shown below. Make sure that

19 - 12 Sage Intergy 7.00 Install Guide SageAppendix H: Physician Portal ServiceVerify InstallationTo verify correct operation of the Physician Portal

Sage Sage Intergy 7.00 Install Guide 19 - 13Appendix H: Physician Portal Service• Internet-facing IP address or hostname.• The URL suffix to be used t

19 - 14 Sage Intergy 7.00 Install Guide SageAppendix H: Physician Portal Service• Site Name - Enter the full name of the customer for which Physician

Sage Sage Intergy 7.00 Install Guide 1 - 17Chapter 1: Operating System InfrastructureFrom the Start menu, open the Administrative Tools menu and s

Sage Sage Intergy 7.00 Install Guide iTable of ContentsHow to use this document . . . . . . . . . . . . . . . . . . . . . . . . .

1 - 18 Sage Intergy 7.00 Install Guide SageChapter 1: Operating System InfrastructureSave the file Windows6.0-KB917607-x86.msu to a temporary dire

Sage Sage Intergy 7.00 Install Guide 1 - 19Chapter 1: Operating System InfrastructureExisting Windows Environment ConfigurationA typical new Sage

1 - 20 Sage Intergy 7.00 Install Guide SageChapter 1: Operating System InfrastructureNext StepsIf you are completing installation for a new custom

Sage Sage Intergy 7.00 Install Guide 2 - 1Chapter 2: Database Server InstallationChapter 2: Database Server InstallationAll Sage Intergy computing

2 - 2 Sage Intergy 7.00 Install Guide SageChapter 2: Database Server InstallationTypical Installation SettingsThe following table lists typical in

Sage Sage Intergy 7.00 Install Guide 2 - 3Chapter 2: Database Server InstallationDrive letters and directory names should always be adjusted to ma

2 - 4 Sage Intergy 7.00 Install Guide SageChapter 2: Database Server InstallationMedia InstallationThe Sage Intergy 7.00 DVD installation media ma

Sage Sage Intergy 7.00 Install Guide 2 - 5Chapter 2: Database Server InstallationSelect Setup Option5.The setup options window is displayed next.

2 - 6 Sage Intergy 7.00 Install Guide SageChapter 2: Database Server Installationtuning parameters and not licensing restrictions. Make the approp

Sage Sage Intergy 7.00 Install Guide 2 - 7Chapter 2: Database Server Installationversions of the installation media may present an incorrect defau

ii Sage Intergy 7.00 Install Guide SageTable of ContentsChapter 3 - Client Installation Typical Installation Settings . . . . . . . . .

2 - 8 Sage Intergy 7.00 Install Guide SageChapter 2: Database Server InstallationSelect Additional Sage Intergy Applications12.The additional appl

Sage Sage Intergy 7.00 Install Guide 2 - 9Chapter 2: Database Server InstallationSelect Sage Intergy Services13.The Sage Intergy services installa

2 - 10 Sage Intergy 7.00 Install Guide SageChapter 2: Database Server InstallationCheck the boxes for component installation required for this cus

Sage Sage Intergy 7.00 Install Guide 2 - 11Chapter 2: Database Server InstallationIt is not necessary to enter the RMS Site ID unless the EHR clie

2 - 12 Sage Intergy 7.00 Install Guide SageChapter 2: Database Server InstallationDatabase ConfigurationConfiguration of the database must occur i

Sage Sage Intergy 7.00 Install Guide 2 - 13Chapter 2: Database Server Installationinstalling Sage Intergy Storage Server, or are installing Sage I

2 - 14 Sage Intergy 7.00 Install Guide SageChapter 2: Database Server InstallationWhen this is complete, the main Database Administration console

Sage Sage Intergy 7.00 Install Guide 2 - 15Chapter 2: Database Server InstallationSerialization and LicensingSerialization must be applied to acti

2 - 16 Sage Intergy 7.00 Install Guide SageChapter 2: Database Server InstallationAlternately, you may copy this file to the local C: drive. Selec

Sage Sage Intergy 7.00 Install Guide 2 - 17Chapter 2: Database Server Installation6. After several minutes, the Serialization window is displayed

Sage Sage Intergy 7.00 Install Guide iiiTable of ContentsChapter 5 - Database Tuning Typical Installation Settings . . . . . . . . . .

2 - 18 Sage Intergy 7.00 Install Guide SageChapter 2: Database Server InstallationVerify Listed Practices2.The Practice Maintenance window is disp

Sage Sage Intergy 7.00 Install Guide 2 - 19Chapter 2: Database Server Installation‘Make user a practice administrator’ option. Make any necessary

2 - 20 Sage Intergy 7.00 Install Guide SageChapter 2: Database Server Installation• User Type: M• Logon: ‘support’• Name: ‘Sage Intergy Support Ad

Sage Sage Intergy 7.00 Install Guide 2 - 21Chapter 2: Database Server Installation11. If this site is serialized for multiple practices, the pract

2 - 22 Sage Intergy 7.00 Install Guide SageChapter 2: Database Server Installationthe unrestricted group. Click on the Save button to save this ch

Sage Sage Intergy 7.00 Install Guide 2 - 23Chapter 2: Database Server InstallationIf successfully configured, the main Sage Intergy application wi

2 - 24 Sage Intergy 7.00 Install Guide SageChapter 2: Database Server InstallationCustomize Backup ScriptManually create C:\IntergyBackup and D:\I

Sage Sage Intergy 7.00 Install Guide 2 - 25Chapter 2: Database Server Installationcreating a task. Use the following screen shots as guides for co

2 - 26 Sage Intergy 7.00 Install Guide SageChapter 2: Database Server InstallationAs a best practice, test the operation of the script before any

Sage Sage Intergy 7.00 Install Guide 3 - 1Chapter 3: Client InstallationChapter 3: Client InstallationFor day-to-day operation of the Sage Intergy

iv Sage Intergy 7.00 Install Guide SageTable of ContentsChapter 7 - Document Delivery Server Configuration Typical Installation Settings . . .

3 - 2 Sage Intergy 7.00 Install Guide SageChapter 3: Client InstallationTypical Installation SettingsThe following table lists typical installatio

Sage Sage Intergy 7.00 Install Guide 3 - 3Chapter 3: Client InstallationDrive letters and directory names should always be adjusted to match actua

3 - 4 Sage Intergy 7.00 Install Guide SageChapter 3: Client InstallationBase Windows Workstation ConfigurationThis section covers the configuratio

Sage Sage Intergy 7.00 Install Guide 3 - 5Chapter 3: Client Installationsave the file to the workstation. If you save the file to the workstation

3 - 6 Sage Intergy 7.00 Install Guide SageChapter 3: Client InstallationIntenet Explorer ConfigurationTo support printing of customized graphical

Sage Sage Intergy 7.00 Install Guide 3 - 7Chapter 3: Client InstallationAfter changing settings for printing, security, and temporary files, remem

3 - 8 Sage Intergy 7.00 Install Guide SageChapter 3: Client InstallationSelect Startup Option3.The setup options window is displayed next. The def

Sage Sage Intergy 7.00 Install Guide 3 - 9Chapter 3: Client InstallationSet Destination Folder5.The destination folder window is displayed. The pr

3 - 10 Sage Intergy 7.00 Install Guide SageChapter 3: Client InstallationSelect Additional Sage Intergy Applications6.The additional applications

Sage Sage Intergy 7.00 Install Guide 3 - 11Chapter 3: Client Installation• Progress OpenEdge Application Components• ODSTools• Sage Intergy Client

Sage Sage Intergy 7.00 Install Guide vTable of ContentsChapter 9 - Terminal Services Client Installation Typical Installation Settings . . .

3 - 12 Sage Intergy 7.00 Install Guide SageChapter 3: Client InstallationTo download the help file software update for Windows Vista, use the foll

Sage Sage Intergy 7.00 Install Guide 3 - 13Chapter 3: Client InstallationSage Intergy EHR PDA Client InstallationSage Intergy EHR PDA is the Windo

3 - 14 Sage Intergy 7.00 Install Guide SageChapter 3: Client InstallationTab the Ultia.CAB file and observe installation status bar being displaye

Sage Sage Intergy 7.00 Install Guide 3 - 15Chapter 3: Client InstallationTo configure connection settings, open the EHR PDA Settings application f

3 - 16 Sage Intergy 7.00 Install Guide SageChapter 3: Client Installationthe customer’s Internet-facing IP address. As a best practice, this addre

Sage Sage Intergy 7.00 Install Guide 4 - 1Chapter 4: N-tier InstallationChapter 4: N-tier InstallationSage Intergy customers whose computing envir

4 - 2 Sage Intergy 7.00 Install Guide SageChapter 4: N-tier InstallationTypical Installation SettingsThe following table lists typical installatio

Sage Sage Intergy 7.00 Install Guide 4 - 3Chapter 4: N-tier InstallationIn the current version of Sage Intergy, it is possible to install applicat

4 - 4 Sage Intergy 7.00 Install Guide SageChapter 4: N-tier Installation• Obtain the Progress serial number and control code data for the Name Ser

Sage Sage Intergy 7.00 Install Guide 4 - 5Chapter 4: N-tier InstallationThis window will be displayed both for new installations of Sage Intergy 7

vi Sage Intergy 7.00 Install Guide SageTable of ContentsAppendix A - Backup Application Installation and Configuration Typical Installation Setti

4 - 6 Sage Intergy 7.00 Install Guide SageChapter 4: N-tier Installation6. The Choose Destination and Working Path Directories window is displayed

Sage Sage Intergy 7.00 Install Guide 4 - 7Chapter 4: N-tier InstallationApplication or System errors which may have occurred during the upgrade, a

4 - 8 Sage Intergy 7.00 Install Guide SageChapter 4: N-tier Installationprevious step. If you used default settings, this server will be called ‘I

Sage Sage Intergy 7.00 Install Guide 4 - 9Chapter 4: N-tier Installation5. The Additional Applications window is displayed. Under normal circumsta

4 - 10 Sage Intergy 7.00 Install Guide SageChapter 4: N-tier InstallationUnder normal circumstances, none of these services will be selected for u

Sage Sage Intergy 7.00 Install Guide 4 - 11Chapter 4: N-tier Installationconfigured. If you used the default settings, this will be the Site Code

4 - 12 Sage Intergy 7.00 Install Guide SageChapter 4: N-tier Installation5. To test this change, select the Insurance Plans item from the Setup me

Sage Sage Intergy 7.00 Install Guide 4 - 13Chapter 4: N-tier Installation2. When settings access on both folders, give the Everyone global group r

4 - 14 Sage Intergy 7.00 Install Guide SageChapter 4: N-tier InstallationSubstitute the appropriate server name if you are using a different one.

Sage Sage Intergy 7.00 Install Guide 4 - 15Chapter 4: N-tier Installation4. The Rx Update window will be displayed. Click on the Update button in

Sage Sage Intergy 7.00 Install Guide viiTable of ContentsAppendix D - Sage Intergy Upgrade Windows Sage Intergy Server Upgrade . . . . . .

4 - 16 Sage Intergy 7.00 Install Guide SageChapter 4: N-tier InstallationCreate Shared Folders1. In Windows Explorer, create a new shared folder.

Sage Sage Intergy 7.00 Install Guide 4 - 17Chapter 4: N-tier InstallationConfigure Sage Intergy Storage Devices1. Open the Sage Intergy System Adm

4 - 18 Sage Intergy 7.00 Install Guide SageChapter 4: N-tier InstallationNext StepsAfter successful installation of a stand alone application serv

Sage Sage Intergy 7.00 Install Guide 5 - 1Chapter 5: Database TuningChapter 5: Database TuningAll Sage Intergy 7.00 databases should be manually t

5 - 2 Sage Intergy 7.00 Install Guide SageChapter 5: Database TuningTypical Installation SettingsThe following table lists typical settings used f

Sage Sage Intergy 7.00 Install Guide 5 - 3Chapter 5: Database TuningDetailed instructions for configuration of these database tuning parameters ar

5 - 4 Sage Intergy 7.00 Install Guide SageChapter 5: Database TuningOpen Database Default Configuration1.From the Start Menu, open All Programs an

Sage Sage Intergy 7.00 Install Guide 5 - 5Chapter 5: Database Tuningnumber of Sage Intergy users. This value is used to calculate other parameters

5 - 6 Sage Intergy 7.00 Install Guide SageChapter 5: Database TuningTo determine the number of virtual processors in a Windows system, open the Wi

Sage Sage Intergy 7.00 Install Guide 5 - 7Chapter 5: Database Tuning• Maximum servers - This setting is the number of remote client server (RCS) p