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© Copyright Medtech Limited Page 1 of 18 EMPOWERING HEALTH Installation Instructions Medtech32 Version 22.6 Build 5223 (November 2016) Important Note: Medtech recommends that all Medtech upgrades and database back-up and restore processes are performed by a Medtech Certified Engineer or the Practice Technician. Click here for a list of Medtech Certified Engineers or visit the Medtech website: www.medtechglobal.com. These installation instructions contain important information for all Medtech users. Please ensure that they are circulated among all relevant staff. We suggest that they are filed safely for future reference.
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Page 1: Medtech32 Version 22.6 Build 5223 Installation Instructions...&RS\ULJKW 0HGWHFK /LPLWHG 3DJH RI (032:(5,1* +($/7+ ,QVWDOODWLRQ ,QVWUXFWLRQV 0HGWHFK 9HUVLRQ %XLOG 1RYHPEHU ,PSRUWDQW

© Copyright Medtech Limited Page 1 of 18

EMPOWERING HEALTH

Installation Instructions

Medtech32

Version 22.6 Build 5223 (November 2016)

Important Note: Medtech recommends that all Medtech upgrades and database back-up

and restore processes are performed by a Medtech Certified Engineer or the Practice

Technician. Click here for a list of Medtech Certified Engineers or visit the Medtech website:

www.medtechglobal.com.

These installation instructions contain important information for all Medtech users. Please

ensure that they are circulated among all relevant staff. We suggest that they are filed safely

for future reference.

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© Copyright Medtech Limited Page 2 of 18

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Table of Contents

Installation Prerequisites Checklist 3

Location of Installer 5

Medtech32 Version 22.6 Build 5223 Server Installation 5

Post-Installation Checklist 10

MedtechPrinter Installation Guide 12

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Installation Prerequisites Checklist

1.

Check the current Medtech32 installed version [HelpAbout Medtech32] before attempting this upgrade. The practice must be on one of the following Medtech32 versions:

Version 22.4 Build 5146,5159,5166 Version 22.6 Build 5195,5220,5221

2. Ensure all customised Monitoring, Third party softwares integrating with our database and automated backup softwares (e.g. Shadow protect) if there are any, are turned off during this process.

3.

This release requires a mandatory InterBase database backup and restore. Please note that backup and restore is also applicable to Briefcasing databases. Click here for the Database Backup and Restore Guide. The Installer will validate the backup and restore prerequisite before upgrade. NOTE: Backup and restore must be performed on all databases configured in the MT32.ini file. If you do not want to perform backup and restore on a particular database, then remove the configuration section related to that database from the MT32.ini file or comment “i.e. //” the related database section.

4.

Before attempting to run the Version 22.6 Build 5223 upgrade, please ensure that a complete file level backup of the MT32 directory (including all databases located in the MT32\Data folder) has been completed successfully.

5.

Ensure all users (including remote users) have logged out of Medtech32 and all scheduled utilities, backup or maintenance tasks, and third party interfaces and services that require access to the databases have been stopped. Please stop and start InterBase guardian services to reset all connections to the databases.

6.

Check that the following utilities/services have been shut down or stopped: Medtech32 Scheduler Windows Scheduler NIR Directory Monitoring Utility Medtech Generic Directory Monitor Utility Medtech Services GP2GP Services

6.

The Medtech and GP2GP Services are being upgraded during this installation and will be stopped and restarted automatically. However, as a precaution, please ensure that the Medtech & GP2GP Services have been stopped prior to running this update.

7. Ensure that the Medtech Clinical Audit Tool [CAT] is not currently running on any machine.

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8. Login to the Medtech32 Server with Full Administrative Rights.

9. Make sure all Briefcasing laptops with outstanding Briefcased data have been checked-in.

10. Check that all Briefcasing laptops have been disconnected from the network.

11. Ensure that the Release Notes and Installation Instructions have been reviewed and are understood.

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Location of Installer

1. Visit our website at http://www.medtechglobal.com.

2. Select “New Zealand” in the Region drop down menu (top right hand-side of the screen).

3. Select the menu Support Medtech32 Downloads. The New Zealand Medtech32 Downloads page will be displayed.

4. Locate the upgrade called Medtech32 Version 22.6 Build 5223 (November 2016) in the list.

5. Download the installer Medtech32 Version 22.6 Build 5223 Installer.

Medtech32 Version 22.6 Build 5223 Server

Installation

1. Ensure that you have completed and checked all the items in the Installation Prerequisites Checklist.

2. Download the Medtech32 Version 22.6 Build 5223 Installer as described above.

3. Double click on the Upgrade EXE to start the installation process.

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4. Click the ‘I Accept’ button to continue.

5. Select the ‘Medtech32 Server Installation on this computer’ radio button and then click the ‘Next’ button.

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6. Ensure that all the points mentioned in the Pre Installation Check are performed. Then tick the checkbox and click the ‘Next’ button.

7. The Installation progress is shown.

8. If the database backup has not been restored prior to the upgrade, the following error message will be displayed and the Installation will terminate. If the database backup is completed correctly, then the installation will continue to the next step

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9. The Installation has now started.

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10. If there are any Upgrade issues, the following error message will be displayed and the Installation will terminate. In this scenario, go back to the previous file level backup. If there are no upgrade issues, the installation will continue to the next step.

11. The Medtech Services will now be started. Once the installation is complete, the following message will be displayed:

12. Click ‘OK’ to close the installation.

13. A prompt to reboot the server is displayed on completion of the installation. Please do so when required.

MANDATORY POST INSTALLATION STEPS

Please ensure that ALL steps within the Post Installation Checklist (Pages 10-11)

have been reviewed and completed prior to the practice using the Medtech32

application post upgrade to Version 22.6.

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Post-Installation Checklist

1.

If any errors are encountered while installing Version 22.6 Build 5223, a rollback to the previous version is required using the complete file level backup of the MT32 directory (see Prerequisites point 4). Please contact Medtech Support for assistance and include screenshots.

2.

If the installation complete message is not displayed (as shown in point 13 of the Server Installation section in this document), a rollback to the previous version is required using the complete file level backup of the MT32 directory (see Prerequisites point 4). Please contact Medtech Support for assistance and include screenshots.

3.

Search for “Error” in MTStruct.Log (MT32\Bin folder) and in MTSQL32.log (MT32\Bin\Tools Folder) for the installation date. If there are any errors, a rollback to the previous version is required using the complete file level backup of the MT32 directory (see Prerequisites point 4). Please contact Medtech Support for assistance with the following details:

MTStruct.log (MT32\Bin folder) MTSQL32.LOG (MT32\Bin\Tools folder)

4. Please reboot the server after installation if prompted.

5. Check that the update has been run on all laptops that are used for Briefcasing and has completed without errors.

6.

Check the Version and Build of the replaced application EXEs: Right click on the relevant EXE, select Properties from the menu, click on the Details tab and check the File Version. The required file version of each EXE is shown in brackets below: Medtech32 Main Application: Bin\MT32.exe [22.6.0.5223]

7.

If any of the following utilities/services were shut down or stopped prior to the Version 22.6 Build 5223 upgrade, please ensure that they are restarted: Medtech32 Scheduler Windows Scheduler NIR Directory Monitoring Utility Medtech Generic Directory Monitor Utility GP2GP Services Medtech Services

8.

Login to Medtech32 and ensure database connection is successful. Check that the database connection is successful for all registered databases. Please note: an additional integrity check has been introduced to ensure the upgrade was successful. If the upgrade was unsuccessful then an EXE will automatically run during the logon process. Should this occur please wait for this to complete. Other users will not be able to login while the EXE is running.

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9.

The following warning message is displayed while logging into Medtech32 if the upgrade has not been succesfully performed.

Please follow the steps below to correct the issue: - If you have not already rebooted the server (Step 4), then please

reboot and try logging into Medtech32 again - If you still get the warning message, re-run the upgrade - Post re-running the upgrade, if you still get the warning message,

roll back (Step 3) and contact Medtech Support for assistance

10. Check the current Medtech32 installed version [HelpAbout Medtech32]. After the upgrade has been run, this should read Version 22.6 Build 5223.

11. Ensure that all staff can successfully log into Medtech32 without error.

12.

Ensure that any errors encountered during the post-installation process have been captured and have been provided to Medtech Support for assistance.

13. Remove the complete file level backup of the MT32 directory once the practice is satisfied there are no issues post-upgrade.

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MedtechPrinter Installation Guide

Introduction

MedtechPrinter is a software to convert reports to PDF. The generated PDF is used as an

attachment for emailing an invoice.

MedtechPrinter should be installed in the individual client machines used to email invoices.

Installing MedtechPrinter is a one-time activity.

Steps to install MedtechPrinter

1. Right-click MT32.exe and select Run as Administrator.

2. Login to Medtech32 and go to Utilities ►MedtechPrinter ► MedtechPrinter Installer.

3. On executing the MedtechPrinter installation, the following screens are displayed:

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4. Select the destination location and click next

5. Select the destination folder where the PDF file will be created and click ‘Next’.

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6. Click ‘Finish’.

7. Click ‘OK’. Please note that the MedtechPrinter feature will be available in Medtech32 only after closing and restarting Medtech32.

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The following operating systems (OS) and Office versions have been tested and certified, and

work as expected:

Table 1. Environments tested for MedtechPrinter

MedtechPrinter Installation Feature Testing

S.no Deployment Type Server OS Client OS

1 Client/Server Windows 2012 R2 Server 64-bit Windows 10 64-bit

2 Client/Server Windows 2012 R2 Server 64-bit Windows 10 64-bit

2 Client/Server Windows 2012 R2 Server 64-bit Windows 8 64-bit

3 Client/Server Windows 2012 R2 Server 64-bit Windows 7 64-bit

4 Standalone Windows 2012 R2 Server 64-bit —

5 Standalone Windows 10 64-bit —

6 Standalone Windows 8 64-bit —

7 Standalone Windows 7 64-bit —

8 Citrix Server (RDPs) Windows 2008 R2 Enterprise 64-bit —

9 Client/Server Windows 2012 R2 Server 64-bit Windows 7 32-bit

10 Client/Server Windows 2012 R2 Server 64-bit Windows 7 64-bit

Table 2. Environments tested for Email functionality

Email Invoice Feature Testing

S.no Deployment Type Server OS Client OS Office

1 Client/Server Windows 2012 R2 Server

64-bit Windows 10

64-bit Office 2016

32-bit

2 Client/Server Windows 2012 R2 Server

64-bit Windows 10

64-bit Office 2013

32-bit

2 Client/Server Windows 2012 R2 Server

64-bit Windows 8

64-bit Office 2013

32-bit

3 Client/Server Windows 2012 R2 Server

64-bit Windows 7

64-bit Office 2013

32-bit

4 Standalone Windows 2012 R2 Server

64-bit — —

5 Standalone Windows 10 64-bit — Office 2013

32-bit

6 Standalone Windows 8 64-bit — Office 2013

32-bit

7 Standalone Windows 7 64-bit — Office 2013

32-bit

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8 Citrix Server

(RDPs) Windows 2008 R2 Enterprise 64-bit

— Office 2013

32-bit

9 Client/Server Windows 2012 R2 Server

64-bit Windows 7

32-bit —

10 Client/Server Windows 2012 R2 Server

64-bit Windows 7

64-bit Office 2010

32-bit

NOTE: 32-bit Office is the preferred Productivity suite; for email integration (via MAPI) the 32-bit

Outlook mail client is recommended.

MedtechPrinter Installation Prerequisites

Email client testing

It is important to confirm that the email integration functionality (via MAPI) is operational on

the client workstation.

Steps to confirm email functionality is operational

8. Select a patient with a valid email address and place them on the palette.

9. Go to Module ► Out Box ► New Document and select a document

10. Click the ‘Send To’ button and select the E-Mail Recipient option.

Positive outcome

Email client opens new email with attachment, ready to be edited and sent to patient.

Please proceed with Medtech Printer installation on the client machine.

Negative outcome

In the event email integration fails, a pre-existing email integration issue is in effect. This issue

needs to be resolved prior to commencing with the MedtechPrinter installation.

For environments other than Cloud, the practice’s technical support personnel need to be

engaged to resolve the email client issues. A troubleshooting guide is available below to assist.

Please DO NOT proceed with installing MedtechPrinter on the client machine until the email

issue is resolved.

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MedtechPrinter Post-installation

MedtechPrinter Testing

To confirm MedtechPrinter has registered successfully on the workstation:

Select a patient who is an account holder and has a valid email Select Module ► Accounts ► New Invoice or press F9 to open the New Invoice screen Generate an invoice and click the ‘Send Invoice’ button

Positive outcome

The email will open in the default email client on the workstation. The invoice in PDF format will

be attached in the draft email.

Negative outcome

If MedtechPrinter is not registered on the workstation, then the following error message will be

displayed, highlighting the requirement to login to Medtech32 as Run as Administrator.

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Email-related information

For email integration, an email client must be associated with MAPI on the workstation.

The most common email client is Microsoft Outlook.

NOTE: 1. According to current software requirements specifications (SRS), Office 2003, 2007,

2010, 2013 and 2016* are supported.

[*Office 2016 is supported from Medtech32 Version 22.4 and above]

2. According to current SRS, the 32-bit edition of Office has to be installed on 64-bit Operating System.

The following error message will be displayed when Medtech32 is not able to communicate with the default email client installed on the machine.

Potential reasons for email integration failure on workstation Operating System may not be supported by Medtech32 (please refer to the SRS) Windows security upgrades block MAPI integration Default email client may have more than one profile.

Potential workaround Close the email client and try sending email from an Out Box document in Medtech32.

Please note that the email will be queued and only sent once the email client is opened.

For further information or any other queries, please contact Medtech Support via:

Medtech32 application [Help ► Contact Support] Online chat: www.medtechglobal.com Email: [email protected] Phone: 0800 2 MEDTECH (633 832)