User manual | Upgrading to OfficeMate/ExamWRITER 12.0

To find out what’s new in OfficeMate/ExamWRITER 12.0, review the “What’s New” document. The enhancement documents for this and previous versions are located at

www.officemate.net

•

Before you install and activate OfficeMate/ExamWRITER, review the Hardware & System Specifications located at

www.officemate.net/pdfs/system specifications.pdf

• If you are upgrading OfficeMate/ExamWRITER in a Remote

Desktop Services environment, review the “Upgrading

OfficeMate/ExamWRITER on a Terminal Server” document located at

www.officemate.net/pdfs/

Terminal%20Server%20Upgrade.pdf

•

Ensure that you have the latest Windows updates and security patches installed on the server and each workstation and that your Windows security settings are properly applied.

For more information on Windows security settings, read this knowledge base article at

www.officemate.net/omkb/ article.aspx?id=10859

Upgrading to OfficeMate/ExamWRITER 12.0

Downloading OfficeMate/ExamWRITER 12.0

Downloading

OfficeMate/

ExamWRITER

12.0

Create a folder called OfficeMate Updates on your network where it can be accessed by all of the workstations running the OfficeMate/ExamWRITER programs.

Follow the instructions in

MyInstallCenter

to download the OfficeMate/

ExamWRITER 12.0 installation files.

NOTE

If you are already using OfficeMate/ExamWRITER 12.0.2, then you only need to download the service pack.

Copy the installation files from the network to each computer.

NOTE

Eyefinity strongly advises you to run the installation files from a local disk on each computer. Running the installation files directly from the network on multiple computers simultaneously may result in errors.

Setting Up

Security

Preferences in

OfficeMate

9.0 and Earlier

For more information on setting up security, see the

“ Role-based

Security ” recorded video tutorial.

NOTE

Prior to upgrading to OfficeMate/ExamWRITER 12.0, you must set up security preferences. Security is required in OfficeMate/

ExamWRITER 12.0 so you must ensure that at least one user has all of the following check boxes selected in the User Security for

Employee window:

•

Access All

•

Maintain User Security

• Access Home Office

The Access Home Office check box is available only to OfficeMate

Enterprise users. If you are upgrading from OfficeMate 8.0 or below, you do not need to select the Access Home Office check box.

If you have already set up your security preferences or are upgrading

from OfficeMate 9.5 or later, skip this section and go to

“Installing

OfficeMate Server” on page 4

On the OfficeMate main window, click Setup, and select Security.

The User Security for Employee window opens.

Select the user for whom you want to assign security access privileges. If the user is not listed, add him or her to OfficeMate and assign him or her a user ID in the Business Names window. Type the user’s password in the

Password and Confirm PW text boxes.

Upgrading to OfficeMate/ExamWRITER 12.0

Backing Up Your Data

Select the appropriate check boxes under the Security Access tab.

NOTES

•

Ensure that the Access All and Maintain User Security check boxes are selected for at least one user.

• OfficeMate Enterprise users must also ensure that the

Access Home Office check box is also selected.

•

Users that have the Access All, Maintain User Security, and

Access Home Office check boxes selected in the User

Security for Employee window can change any user’s security preferences.

Select the Security Active? check box to activate security.

Click OK.

If you activated security, type your user ID and password in the Welcome to

OfficeMate window and click OK.

Backing Up

Your Data

Prior to installing the latest OfficeMate/ExamWRITER update, ensure that you have a validated backup of your OfficeMate/ExamWRITER database. Eyefinity does not provide support for backing up or restoring your database and recommends that you hire a certified operating system and network technician to advise you on recommended backup procedures.

For more information about backing up, refer your certified technician to the

“Backing Up and Restoring Data” article on our Knowledge Base at

www.officemate.net/omkb/Article.aspx?id=10006

Upgrading to OfficeMate/ExamWRITER 12.0

Installing OfficeMate Server

Installing OfficeMate

Server

For more information on backing up your data, see the

“Backing Up and

Restoring Data” document at www.officemate.ne

t .

NOTES

• OfficeMate Server only needs to be installed on a server or a stand-alone workstation and does not need to be installed on more than one computer in the practice.

• Eyefinity recommends turning firewalls off during installation to minimize network issues. Review the network requirements at

www.officemate.net/officemate_sys_req.aspx#network

for a list of default ports.

• If you are currently using Microsoft SQL Server Standard rather than Express, contact Eyefinity Customer Care at 800.942.5353 prior to proceeding.

Close all applications on all computers and restart the server.

If you currently use OfficeMate/ExamWRITER on an Access database, run

the Repair Utility; otherwise, skip to step 3.

Navigate to the C:\OMATE32 on your server (or workstation if you are using a dedicated server).

Double-click Repair.exe.

The Repair Warning window opens.

Click Yes to begin the database repair process.

Click Repair.

Your database is repaired.

NOTE

If you encounter an error while running the Repair Utility, call

Eyefinity Customer Care at 800.942.5353.

Click Close.

If you are installing OfficeMate/ExamWRITER in a networked environment, ensure that you are logged into the network as a user with full local administrative access rights.

Disable all antivirus and screen saver programs that are running on your server.

Disable the User Account Control (UAC) feature to eliminate User Account

Control error messages while using OfficeMate/ExamWRITER.

Click Start.

Select Control Panel.

Click User Accounts.

Click the Change User Account Control settings link. e.

Move the slider down to Never notify. f.

Click OK. g.

Close the Control Panel.

Navigate to the OfficeMate Updates folder on your local hard drive. If your download folder has a different name, navigate to that folder.

Upgrading to OfficeMate/ExamWRITER 12.0

Installing OfficeMate Server

Double-click OMServer_12.0.2.exe.

The OfficeMate Server Install wizard opens and verifies that your server meets the hardware and system requirements.

Click Next to proceed.

Select the option that best describes how you will use OfficeMate/

ExamWRITER on this computer.

 New Server. Select this option if this is a new installation (OfficeMate

Server nor OfficeMate/ExamWRITER has been installed on this computer before). Other computers will access the OfficeMate data on this computer.

 Upgrade SQL-Based OfficeMate. Select this option if you are upgrading an existing OfficeMate Server or OfficeMate/ExamWRITER that uses a

SQL database. Other computers will access the OfficeMate/

ExamWRITER data on this computer.

 Upgrade Access-Based OfficeMate. Select this option if you are upgrading an existing OfficeMate/ExamWRITER program that uses an

Upgrading to OfficeMate/ExamWRITER 12.0

Installing OfficeMate Server

Access database. Other computers will access the OfficeMate/

ExamWRITER data on this computer.

NOTE

To determine if your existing OfficeMate/ExamWRITER installation uses a SQL database or an Access database, open

OfficeMate or ExamWRITER, click Help, and select About. The

Database field displays the database type.

Upgrading to OfficeMate/ExamWRITER 12.0

Installing OfficeMate Server

10.

If you are prompted to select your SQL database, perform the following steps: a.

Select the OfficeMate SQL instance from the Available SQL Instances column.

NOTE

To determine your OfficeMate SQL instance, open

OfficeMate on a workstation, click Help, and select About

OfficeMate. The SQL instance is the second part of the server path (for example, if the server path is

ServerName\OMSQL, OMSQL is the SQL instance).

Select the OfficeMate/ExamWRITER database name from the Available

Databases column.

NOTE

To determine your OfficeMate/ExamWRITER database name, open OfficeMate on a workstation, click Help, and select About OfficeMate. The database name is listed.

Click Update.

Upgrading to OfficeMate/ExamWRITER 12.0

Installing OfficeMate Server

11.

If you are prompted, choose the location of your current OfficeMate/

ExamWRITER data and click Next.

NOTE

The default location is C:\OfficeMate\DATA, but your data may reside in another location. Click Browse, navigate to the folder on the server, and click OK. The location you choose must be shared with full access so other computers on the network can access the OfficeMate/ExamWRITER data.

Upgrading to OfficeMate/ExamWRITER 12.0

Installing OfficeMate Server

12.

Review the OfficeMate/ExamWRITER SQL setup information and click Next.

The OfficeMate SQL Install wizard configures and installs Microsoft SQL

Server 2008 Express and, if necessary, converts your data from Access to

SQL. This may take several minutes or a few hours.

13.

If you receive an error during the conversion, click Try Again.

NOTE

If you receive the error after clicking Try Again, click Quit and restore your prior OfficeMate/ExamWRITER version.

If your database was not previously encrypted, you are prompted to ensure that you have a backup copy of your database. The upgrade process will encrypt your database after this point to protect your data.

14.

If a window opens and asks you to specify the location of the OMServer.exe to continue, click OK.

15.

Ensure that you have backed up your database and click Yes to continue.

Upgrading to OfficeMate/ExamWRITER 12.0

Installing OfficeMate Server

16.

When the installation is complete, click Finish.

17.

After OfficeMate Server is installed, continue by installing OfficeMate/

ExamWRITER on your workstations. For more information go to

“Installing

OfficeMate/ExamWRITER” on page 11

NOTE

The OfficeMate/ExamWRITER software is not required to be installed on a dedicated server. Install the OfficeMate/

ExamWRITER software on the server only if you plan to also use the server as a workstation.

Upgrading to OfficeMate/ExamWRITER 12.0

Installing OfficeMate/ExamWRITER

Installing OfficeMate/

ExamWRITER

NOTES

• If you are installing OfficeMate/ExamWRITER on a server (so that it can also be used as a workstation) or on an individual workstation (with no server networked to it), you must first install

OfficeMate Server. You must install OfficeMate Server on your server prior to installing the OfficeMate/ExamWRITER on any of your workstations; otherwise, you will receive errors and

OfficeMate/ExamWRITER will not be able to properly connect to the sever. For more information about installing OfficeMate Server, go to

“Installing OfficeMate Server” on page 4

•

Eyefinity recommends turning firewalls off during installation to minimize network issues. Review the network requirements at

www.officemate.net/officemate_sys_req.aspx#network

for a list of default ports.

•

You can install OfficeMate/ExamWRITER on multiple computers simultaneously.

•

Copy the installation files from your network to a local drive on each computer. It is not recommended that you run the installation off the network. This note does not apply to users who run

OfficeMate/ExamWRITER through Terminal Server.

Close all applications on all computers and restart each computer.

If you are installing OfficeMate/ExamWRITER in a networked environment, ensure that you are logged into the network as a user with full local administrative access rights.

Disable all antivirus and screen saver programs that are running on your computer(s).

Disable the User Account Control (UAC) feature on all computers to eliminate User Account Control error messages while using OfficeMate/

ExamWRITER.

Click Start.

Select Control Panel.

Click User Accounts.

Click the Change User Account Control settings link. e.

Move the slider down to Never notify. f.

Click OK. g.

Close the Control Panel.

NOTE

Complete steps 5–12 on each computer from which you plan to run

OfficeMate/ExamWRITER.

Navigate to your OfficeMate Updates folder. If your download folder has a different name, navigate to that folder.

Double-click OMSuite_12.0.2.exe.

The InstallShield wizard begins and verifies that your computer meets the hardware and system requirements.

Upgrading to OfficeMate/ExamWRITER 12.0

Installing OfficeMate/ExamWRITER

Click Next.

Read the warning message to prevent installation errors and click Next.

Upgrading to OfficeMate/ExamWRITER 12.0

Installing OfficeMate/ExamWRITER

Click Yes to accept the License Agreement.

10.

Select all of the OfficeMate Suite components and click Next.

Upgrading to OfficeMate/ExamWRITER 12.0

Installing OfficeMate/ExamWRITER

11.

Check the setup information and click Next.

The installation begins. Depending on the programs that you are installing and the speed of your computers, the installation time will vary.

12.

When the installation completes, click Finish.

Your computer reboots.

13.

If your workstation is running a 64-bit operating system, copy the 3D-Eye

Draw folder from the C:\Program Files (x86) folder and paste it in the

C:\Program Files folder.

Upgrading to OfficeMate/ExamWRITER 12.0

Installing Service Pack 9

14.

Set the access privileges for folders that users will need to access: a.

Assign the Everyone group Full Control (Share) permissions to the following DATA directories:



Drive:\OfficeMate\DATA (OfficeMate Enterprise upgrading users &

OfficeMate/ExamWRITER 9.0 and above upgrading users)

 Drive:\OMATE32\DATA (OfficeMate/ExamWRITER 8.0 and below upgrading users) b.

On each workstation, assign the local or domain users List & Execute,

Read, and Write (NTFS) permissions to the following directories:

 Drive:\OfficeMate (OfficeMate Enterprise upgrading users &

OfficeMate/ExamWRITER 9.0 and above upgrading users)



Drive:\OMATE32 (OfficeMate/ExamWRITER 8.0 and below upgrading users)



Drive:\Program Files\3D-Eye Draw



C:\Windows\omate32.ini c.

On each workstation, assign the local or domain users Modify, List &

Execute, Read, and Write (NTFS) permissions to the following directories:



Drive:\OfficeMate\DATA (OfficeMate Enterprise upgrading users &

OfficeMate/ExamWRITER 9.0 and above upgrading users)



Drive:\OMATE32\DATA (OfficeMate/ExamWRITER 8.0 and below upgrading users)

Installing

Service Pack

9

OfficeMate/ExamWRITER 12.0.3 Service Pack 9 (SP9) fixes known issues with the initial release of OfficeMate/ExamWRITER 12.0 and introduces several new features. Perform the following steps to install SP9 on each computer running

OfficeMate/ExamWRITER 12.0 in your practice:

Close OfficeMate/ExamWRITER on every computer.

Ensure that all of your workstations are connected to the Internet.

On your server (or your main computer), navigate to your OfficeMate

Updates folder on your network. If your download folder has a different name, navigate to that folder.

Double-click 12.0.3_SP9_Installer.exe.

The installer opens and begins running.

Select the Server radio button.

Select this option if the other computers access the OfficeMate data on this computer and the OfficeMate/ExamWRITER software is also used on this

Upgrading to OfficeMate/ExamWRITER 12.0

Installing Service Pack 9

computer. In short, select this option only for the server in your practice. You will only select this option during one installation (on the server).

Click Next.

Click OK when you receive the Database Updated Successfully message.

NOTE

If your database update is unsuccessful, contact Customer

Care at 800.942.5353.

Upgrading to OfficeMate/ExamWRITER 12.0

Installing Service Pack 9

Click Finish when the installation is complete.

On a workstation, navigate to your OfficeMate Updates folder on your network. If your download folder has a different name, navigate to that folder.

10.

Double-click 12.0.3_SP9_Installer.exe.

The installer opens and begins running.

11.

Select the Workstation radio button.

Select this option if the OfficeMate/ExamWRITER software is used on this computer and accesses the OfficeMate data residing on another computer through the network. In short, select this option for all the non-server workstations in your practice.

12.

Click Next.

Upgrading to OfficeMate/ExamWRITER 12.0

Opening OfficeMate

13.

Click OK when you receive the Database Updated Successfully message.

NOTE

If your database update is unsuccessful, contact Customer

Care at 800.942.5353.

14.

Click Finish when the installation is complete.

Opening OfficeMate

15.

Repeat steps 9–14 to install OfficeMate/ExamWRITER 12.0.3 SP9 on each

additional workstation in your office.



Open OfficeMate using one of the following methods:

 Double-click the OfficeMate icon on your desktop.

 Click Start, select Programs, select OfficeMate Software Solutions, and select OfficeMate.

NOTE

To view a comprehensive list of the new features and expanded functionality in OfficeMate/ExamWRITER, click Help on the main window toolbar and select What’s New?

The login window opens.

Upgrading to OfficeMate/ExamWRITER 12.0

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