DataGrabber Installation Guide

DataGrabber Installation Guide
DATAGRABBER
Apteryx Inc.
313 S. High St. Suite 200
Akron, OH 44308
330-376-0889 voice
330-376-0788 fax
[email protected]
www.apteryx.com
DATAGRABBER
Installation Guide
Abstract
Abstract
Abstract
A guide to assist dental or medical care facilities with the install of the
DataGrabber, Apteryx‟s patented practice management bridging
software.
Copyright © 2011 Apteryx, Inc. Apteryx® is a registered trademark of Apteryx, Inc.
All rights reserved. All other trademarks and tradenames are the property of their respective owners.
This a controlled document. Printed or downloaded copies are considered uncontrolled and for reference only.
Apteryx®, Inc.
QMS_TFD_TS_DataGrabber_InstallGuide
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DataGrabber Installation Guide
TABLE OF CONTENTS
TABLE OF CONTENTS ....................................................................................... 2
REVISION HISTORY ............................................................................................ 3
INTRODUCTION .................................................................................................. 4
OVERVIEW .................................................................................................................................. 4
SYSTEM REQUIREMENTS ........................................................................................................ 4
QUICK NOTES BEFORE BEGINNING ....................................................................................... 4
DATAGRABBER INSTALLATION....................................................................... 6
INSTALLING DATAGRABBER .................................................................................................... 6
SHARING DATAGRABBER ........................................................................................................ 8
SETTING UP AND REGISTERING THE SOFTWARE ........................................ 9
REGISTERING THE SOFTWARE............................................................................................... 9
HOW TO OBTAIN AN ACTIVATION CODE IF YOU‟RE ARE NOT ONLINE ........................... 10
SETTING UP DATAGRABBER ON A CLIENT WORKSTATION ............................................. 11
UPGRADING DATAGRABBER ......................................................................... 13
ACCESSING AND RUNNING UPGRADERS ........................................................................... 13
GETTING STARTED .......................................................................................... 15
OVERVIEW ................................................................................................................................ 15
OPENING/CREATING PATIENT RECORDS USING DATAGRABBER................................... 15
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REVISION HISTORY
Revision
Level
Revision Date
0.1
08/01/2011
1.0
08/29/2011
Apteryx®, Inc.
Description of
Revision
Draft
Initial Release
Effective Date
Revision Author
NA
SN
08/27/2011
KP
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DataGrabber Installation Guide
INTRODUCTION
Overview
DataGrabber is a bridging application located in the Windows System Tray that understands how
to bridge patients from one application to another. DataGrabber works with most third-party
practice management software, and will launch most third-party dental and medical imaging
software.
For example, if you have patient "John Doe" open in your practice management application and
then click on the icon in the system tray, DataGrabber will automatically open that patient in your
medical imaging program. Using DataGrabber, the cumbersome and time consuming practice of
manually starting applications, finding a specific patient and then opening that patient is
automated with a single click of the mouse.
System Requirements
DataGrabber, Apteryx's patented bridge to practice management programs, is designed for
Windows XP, Vista, Windows 7, Server 2003, Server 2008 operating systems including Terminal
Services and Citrix.
Depending on the PM application, an ODBC Data Source may need to be specified on each
workstation. Contact Apteryx, Inc at 1-877-278-3799 for consultation.
Ideal System Recommendations



Installed Practice Management (PM) Solution
Appropriate Apteryx DataDrill to extract patient information from PM Database
Third Party Dental or Medical Imaging Software
Minimum System Requirements
The system must conform to the minimum requirements specified by Microsoft® for the
operating system installed. At minimum, DataGrabber requires Windows® XP (SP2 or
above) which has the following minimum requirements:





400Mhz or higher processor
64MB of RAM (128MB or higher is optimum)
CD-ROM drive
Local Area Network for networked installations (TCP/IP preferred; a 100Mbps network is
optimum)
A name-brand video capture card is required for image capture from analog video and
intra-oral cameras. Digital sources typically use FireWire or USB for import.
Quick Notes Before Beginning
If you have a Server

It is highly recommended that DataGrabber is installed on a shared drive of the Server
(even if installing a trial version of the product). DataGrabber has built-in technologies
that optimize the use of the application on a network and enables the software to be run
from all the workstations in that network even though it is only installed in ONE (server)
location.

When installing to a Server, be sure that the software is installed on a shared drive where
other workstations can access it with FULL READ/WRITE PERMISSIONS.

It is not necessary to install DataGrabber from the target computer or network. As long as
the installer has full read/write permissions, it can be installed on the server from any
client workstation.
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Installing to a Directory other than the Default Directory

Create the destination folder first before running the installation.
Installing on a Network

Due to Apteryx's unique Single Installation, Multiple Use (SIMU) technology, the software
can be installed in one location, on a network, for client workstations to access. To install
the software on a server/network, create the destination folder on the server and share
the folder with full read/write permissions for 'Everyone' before running the installation
program.
Windows Vista, Windows 7, or Windows Server 2008 Installs

To avoid issues with the Vista/Win7/Server 2008 User Access Control (UAC) feature,
Apteryx recommends running the installer programs as an Administrator by right-clicking
the installer's .exe file and selecting -Run as Administrator-. Additionally, Apteryx
recommends users avoid installing the application in the default \program files(x86)\
directory to prevent possible issues with the Windows VirtualStore feature.
Apteryx®, Inc.
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DataGrabber Installation Guide
DATAGRABBER INSTALLATION
Installing DataGrabber
1. If installing from a CD, insert the installation CD into the CD-ROM drive. If the Windows
Auto Play feature is enabled on the computer, the Setup program will automatically start.
If not, use Windows Explorer to navigate to the CD drive letter and double-click on the
“setup.exe” file. Skip to Step 3.
2. If installing using the self-extracting executable file, double-click on
“DataGrabberInstaller.exe”. Click on the Setup button to extract and run the installer
program.
3. The DataGrabber install wizard
launches. Click Next to continue
with the installation.
4. Review the License Agreement.
Click on Yes to accept the terms
and continue with the installation.
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5. The install program will attempt to
install to the default directory,
C:\Program
Files\Apteryx\DataGrabber\. To
choose an alternate destination
folder (locally or on a network),
click on the Browse button to
open the 'Choose Folder' dialog
box, and then double-click to
select the desired install folder.
Click Next to continue.
6. Select the imaging software(s) to
which DataGrabber will send
patient information to when
bridging. Click Next to continue.
If the appropriate imaging
software is not seen in this list,
please contact Apteryx Support for
further assistance.
7. DataGrabber supports bridging
from common Practice
Management (PM) applications to
retrieve patient information from.
Select the appropriate PM data
drill and click Next to continue.
The appropriate software may not
necessarily be in this list, depending
on whether or not the DataGrabber
program requires a Data Drill for that
specific PM software. If you do not
find your PM software in this list, click
Next to continue. You may still need
to contact Apteryx Support to
customize a bridge from your specific
PM software version.
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8. Click Next to continue and Next
again to start the installation
process. When complete, the
screen shown below will display.
Click Finish to exit the setup
program.
15. To ensure that the latest version of the software and additional components are used, an
upgrade is highly recommended. Follow the steps below to upgrade DataGrabber and
related datadrills.
Sharing DataGrabber
The /DataGrabber/ installation folder must be shared with Full Control for Everyone on both the
Sharing and Security property sections, in order for the workstations to access the necessary
files.
1. Locate the Apteryx installation directory on the server. By default, the path is “C:\Program
Files\Apteryx\”.
2. Right-click on the /DataGrabber/ folder, and choose Properties.
3. Select the Sharing tab.
4. Windows XP and Server 2003 only:
a. Check the box next to Share this folder.
b. If there is an option to Allow network users to change my files, check this box
as well.
c.
If there is a Permissions button, click it, and then click Add. Type in the word
“Everyone”, and click OK. Next to „Full Control‟, check the box under Allow, and
then click OK.
5. Windows Vista, 7, Server 2008 only:
a. Click Advanced Sharing.
b. Check the box next to Share this folder.
c.
Click the Permissions button, and then click Add. Type in the word “Everyone”,
and click OK. Next to „Full Control‟, check the box under Allow, and then click
OK.
6. If there is a „Security‟ tab, click on it.
a. Windows XP and Server 2003 only: Click Add. Type in the word “Everyone”,
and click OK. Next to „Full Control‟, check the box under Allow, and then click
OK.
b. Windows Vista, 7, Server 2008 only: Click Edit. Click Add. Type in the word
“Everyone”, and click OK. Next to „Full Control‟, check the box under Allow, and
then click OK twice.
Apteryx®, Inc.
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SETTING UP AND REGISTERING THE SOFTWARE
Registering the Software
If the software has not yet been registered, the application will prompt the user to register the
software or run as a trial. If purchased, Apteryx provides a 24 character, alpha-numeric registration- number that can be used to activate the software. If not, the software can be run for
30 days as a Trial Version and registered at any time.
DataGrabber uses a per-office license, i.e. one DataGrabber registration number is necessary to
license an entire office to use DataGrabber on every workstation in that office. Registering the
DataGrabber license only needs to be done once, and may be done on either the server or one of
the workstations.
1. Depending on where the software was installed, navigate to the DataGrabber installation
folder on the local computer or server (typically C:\Program Files\Apteryx\DataGrabber).
2. Double-click the DataGrabber.EXE file.
3. The Trial Version Licensing Information screen displays.
4. To run the software as a trial, select the I Agree button.
5. To register the software, select the Register button. The „Register‟ dialog box displays.
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a. Enter the registration number provided (including the dashes) in the „Registration
Number‟ field.
To avoid confusion, Apteryx avoids the use of the letter “O” in registration numbers.
Always enter a “0” in these instances.
b. Enter, at minimum, a first and last name in the „User Name‟ field.
c.
Enter the name of the dental facility in the „User Company‟ field.
d. Enter the email address of the registered user in the „User Email‟ field. (Optional but
recommended.)
e. Enter the phone number of the dental facility in the „User Phone‟ field.
f.
Once the registration information has been entered, the user must activate the
software by obtaining an Activation Code. An internet connection is required to
activate the software. If connected to the internet, click on the Get Activation Code
button.
Refer to How to Obtain an Activation Code if You are not Online if the workstation is not
connected to the internet.
6. Once the activation code has been received or manually entered, click on the Done
button to complete the registration process.
How to Obtain an Activation Code if You’re Are Not Online
If the computer you are working from is not connected to the internet, you may register your
software either from another computer that is connected, or by contacting someone else who has
internet access and providing them the following instructions.
1. Go to http://www.apteryx.com/register
2. Once opened, a registration page with information fields identical to the imaging
software‟s registration screen will display.
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3. Enter the Registration Number (including the dashes) and Install ID (which is displayed
on your registration screen), as well as User Name, User Company, Email and Phone
into the Registration form. It is very important to double check all numbers and letters in
the Registration Code and Install ID before clicking on the Register Now button and
obtaining your Activation Code.
4. Enter the Activation Code provided into the „Get Activation Code‟ field of the imaging
application‟s registration screen and click the Done button to complete the registration
process.
If you are unable to activate your software or obtain an activation code, please contact your
Dealer or Apteryx Technical Support during normal business hours and they will be happy to
assist.
Setting up DataGrabber on a Client Workstation
Due to Apteryx's unique SIMU technology (Single Installation, Multiple Use), DataGrabber only
requires one install on a company's network. Once installed, any client workstation can
automatically run the application from a shared location without performing additional installations
on each computer.
A typical network installation of DataGrabber consists of installing the application on a server.
Since the server is a shared resource with all of the computers on the network, each client
workstation will have access to the application.
Perform the following steps on each additional client workstation to set up DataGrabber.
1. Using Windows Explorer, navigate to the installation directory on the server computer.
Typically, DataGrabber installed in ...\Program Files\Apteryx\DataGrabber\ directory on
the server.
2. Double-click on the DataGrabber.exe application file.
3. Once the application starts for the first time on the client workstation, a dialog box will
display offering the choice to start DataGrabber automatically whenever Windows starts.
Select the Yes … button to automatically start DataGrabber.
Selecting Yes inserts a DataGrabber icon in the Windows Start Up menu thereby assuring the
application is always launched whenever the computer is booted up and Windows starts.
4. If a practice management DG DataDrill was included during the install process, the
appropriate DataDrill Options dialog box will display.
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a. Depending on the practice management (PM) software, the user may need to
browse to find and select the PM database file on the server, or the database
login information.
b. The PM software may also require that an ODBC Data Source be specified
within Windows Administrative Tools on each workstation. Please refer to the
Apteryx online help or contact Apteryx Support for assistance.
c.
Once a valid database is specified, a message will indicate the number of
patients in the PM database.
d. Click OK to save the settings and close the DataDrill Options dialog box.
5. Once the application launches on the client workstation, a DataGrabber icon will appear
in Window's System Tray (at the bottom-right of the screen, next to the clock) indicating
the application is running and ready to bridge patient information.
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DataGrabber Installation Guide
UPGRADING DATAGRABBER
Accessing and Running Upgraders
The latest updates for the DataGrabber application and its related PM DataDrills are available
online at http://www.apteryx.com/datagrabber/downloads/.
Follow the directions below for upgrade instructions.
1. Close DataGrabber on any workstation running the program by right-clicking on the
DataGrabber icon in the system tray and selecting Exit.
2. Select the appropriate links on the site above to download the required updates from the
following sections of the page:

„DG Updates‟ section:
DataGrabber: Download the DataGrabber application updater (not the trial
version) to a known location on the computer.
Imaging Software Bridge: Find the appropriate bridge for the imaging
software utilized at the dental facility and download it to a known location on
the computer.

DG DataDrills: Find the appropriate datadrill for the PM application utilized at the
dental facility and download it to a known location on the computer.
3. Follow the steps below to run each downloaded updater.
To avoid issues with the Vista/Win7/Server 2008 User Access Control (UAC) feature, Apteryx,
Inc recommends running installer programs as an Administrator by right-clicking the installer's .exe
file and selecting Run as Administrator.
a. Run the downloaded upgrader to launch the Apteryx Application Upgrader. Click
Next to continue with the upgrade.
b. The upgrader will automatically locate the application, whether locally or on a
network, and begin the upgrade process immediately. Click Yes to All, whenever
prompted, to replace any existing files.
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c.
DataGrabber Installation Guide
Click on Finish, when complete, to exit the upgrader.
4. After completing the upgrade, select the Windows Start Menu to access the Start Up
menu group. Click on the DataGrabber icon. The DataGrabber icon will then appear in
the system tray.
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DataGrabber Installation Guide
GETTING STARTED
Overview
This section provides a brief explanation of how to get started using DataGrabber. More
extensive help is available in the help file installed with the software. To access the installed help
file, go to Windows Start > Programs menu and find the DataGrabber menu group.
If desired, training is also available through your Dealer or Apteryx, Inc.
Opening/Creating Patient Records Using DataGrabber
DataGrabber and DG DataDrills are used in tandem to grab patient information from a practice
management application and automatically open an existing patient record or create the patient in
the dental or medical imaging software. If the application is running, a DataGrabber icon will
display in the System Tray as shown below.
1. Open the Practice Management screen that contains the patient information and then
click on the DataGrabber icon in the System Tray once with the left-mouse button.
The Patient Information screen that DataGrabber grabs information from varies from one PM
application to another. If needed, contact Apteryx Support for assistance.
2. Once a name has been detected, DataGrabber launches the imaging application and a
patient record is automatically created or opened (if it already existed).
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