1 2 Table of Contents Installation Instructions ………………………………………………….. 3 Before you Begin ………………………………………………………….. 3 Installing .Net ………………………………………………………….. 4 Installing in a Peer-to-Peer Environment Workstation with database Additional workstations ………………………………………….. 5 …………………………………………. 10 Installing in a Client-Server Environment Server Workstations ………………………….. 5 …………………………. 12 …………………………………………………………. 12 …………………………………………………………. 17 Upgrading from the Desktop Edition of VHI PC-Kits ……………..... 20 Installing in a Terminal Server Environment …………………………. 22 Understanding VHI PC-Kits Server Components Advanced SQL Topics …………………. 23 …………………………………………………. 25 Manually configuring the VHI PC-Kits SQL Database .………………. 25 Using Windows Authentication with SQL …………………………. 25 Backing up the SQL Database …………………………………………. 25 Moving the pckits SQL database from one server to another …….. 27 Moving the VHI PC-Kits License Server ………………………………. 28 Configuring Firewalls …………………………………………………. 29 3 Installation Instructions VHI PC-Kits: Version 4, Network Edition Before you Begin The first step to installing VHI PC-Kits Network Edition, is determining which type of networking environment you have. If your office has only workstation machines and no server machine, then you have what’s called a peer-to-peer networking environment. If on the other hand, you have a server machine in addition to workstations, then you have a client-server environment. The installation instructions for each of these environments are detailed in this document. Follow the appropriate instructions for your environment. NOTE: It is recommended that you exit from all currently running software before installing VHI PC-Kits. This includes any Microsoft Internet Explorer windows that you have open and any virus protection software you’re using. If you are upgrading a workstation from the Desktop edition of VHI PC-Kits, see the section titled, “Upgrading from the Desktop Edition of VHI PC-Kits” before beginning your installation. After installing, VHI PC-Kits will need to be activated. Activation can be done via telephone during support hours or via the Internet 24 hours a day. Only the machine with the licensing service installed will need to be activated. Please note that in order to install and use VHI PC-Kits Network Edition on your network, you must be running the TCP/IP network protocol on the workstations and server. For further assistance, you may call VHI PC-Kits Product Support at 1-800-356-0709 during support hours or email us at firstname.lastname@example.org. NOTE: If you are using a Terminal Server/Citrix environment, please read the section titled, “Installing in a Terminal Server Environment”. If you downloaded a .ZIP file from VHI instead of receiving a DVD, be sure to extract all the files out of the ZIP before installing. Right click the downloaded file and choose Extract All (depending on the software installed on your PC you may need to open the file first and then choose Extract). Do not extract to your Desktop unless you specify a new folder. When instructed by this document to run setup from your DVD, you will instead open the extracted folder and run Setup from there. 4 Installing .Net VHI PC-Kits requires that .Net 4.0 or later be installed on your computer. If setup detects that .Net is not installed, you will see this screen: If you choose Cancel, thenn setup will stop. You will not be able to install VHI PC-Kits PC until you have installed .Net 4.0 or later. If you click OK, this screen is displayed: Check the “I have read and accept the license terms” and then click Install. Be patient as the .Net install can take 15 to 30 minutes on some computers. Once the install is finished, reboot your computer. Then start the VHI PC-Kits install again. 5 Installing in a Peer-to-Peer Environment In a peer-to-peer environment, the VHI PC-Kits software is installed on your workstations. One of these workstations is chosen to house your shared database files. To choose which workstation should house your database files, consider the following criteria: The workstation must be turned on while anyone in your office is using VHI PC-Kits. The workstation must be running Windows 7 SP1, Windows 8, Windows 8.1, Windows 10, or Server 2008 SP2 or newer. .Net 4.0 or later is required. It is recommended that you have 1 GB of RAM and 6 GB free space on your hard drive to install SQL 2014 Express. It is recommended that this be on a machine that is backed up on a regular basis, to protect your database from being lost in a system crash. See the section titled “Backing up Your SQL Database”. If your network is connected to the Internet, it is highly recommended that this machine be behind a firewall for security reasons. Workstation with database Once you have chosen which workstation will be used to store your database files, place the VHI PC-Kits Network Edition DVD in the DVD drive on that workstation. The setup program should start automatically. If it does not, double click on the Computer icon on your desktop or start menu (Windows 7) or open File Explorer and then click on This PC (Windows 8 or 10). Find your DVD drive’s icon and right click it and select AutoPlay or Install from the menu. Alternatively, open the DVD and double click Setup.exe or the Setup that is labeled Application. If Windows asks you if you wish to allow the program, click Yes or Allow. If Windows asks you for a password or says you need administrator rights to install software, log into Windows as an Administrator user or, if you do not have an Administrator account, contact your IT department to install the software for you. 6 Figure 1. Install Screen Choose Install or Remove PC PC-Kits.. Read and follow the onscreen instructions. Be sure to read the licensing agreement carefully. After accepting the licensing agreement, the dialog in Figure 2 will be displayed. Since this is a peer peer-to-peer peer environment, you’ll always choose Workstation from this dialog box. Figure 2. Workstation or Server The next dialog box will ask you how this workstation will be connecting to your shared database. Since the database will be residing on this machine, choose the first option Install a peer-to-peer peer database on this workstation as shown in Figure 3. 7 Figure 3. Installing Shared Database The next dialog box asks you to create a password for SQL. Figure 4. Create a password for SQL Be sure to record this password and keep it with your VHI PC-Kits serial numbers. This password should only be needed when installing or uninstalling VHI PC-Kits or backing up the database and then only if the user is not an administrator in SQL. Next you are asked for your serial numbers. 8 Figure 5. Enter serial numbers Note: The numbers shown in the picture are not valid numbers. They are an example only. Enter the numbers that came with your VHI PC-Kits software. They should be on the inside flap of the VHI PC-Kits box or in the email if you requested to download VHI PC-Kits. You will have multiple serial numbers (at least two but possibly more). Type each serial number into the 4 boxes. Once the serial number is typed correctly, the Add button will be enabled. Click Add and then enter your next serial number. Repeat until all numbers have been entered, then click Next. The next dialog box will ask you where you want to install VHI PC-Kits on your hard drive. Click Next to accept the default path. The next dialog box displays all the components that are being installed including all the kits you purchased. If you are missing any kits, use the Back button to return to the serial number screen and add any numbers you might have missed. If all the components look correct, click Next to start the file copy process. The following screens will show the install progress. The install may appear to hang during certain operations, please be patient and it will resume when ready. In particular, when SQL is installed, it may take up to 30 minutes or more. Also, when the PDF converter is installed it sometimes will take 10 minutes or more. When installation is complete, click Finish and your computer will be rebooted. After rebooting, you must activate VHI PC-Kits. Open the VHI PC-Kits License Manager by double clicking the small VHI icon on the system tray (see Figure 6). If the icon is not there, go to Start, All Programs, Visual Health Information, VHI PC-Kits, and open the License Manager (for Windows 8 or 10 you can also Search for VHI or go to All Apps on the Start menu). 9 Figure 6.. The VHI PC PC-Kits License Manager Icon In the License Manager, choose hoose Activate from the File menu. Activation can be done via the Internet 24 hours a day or via telephone during normal support hours.. After activating, ting, click the Stop button and then click the Start button to start the license service. You should see the message ‘Service started successfully’ and also all your serial numbers should be displayed. Next, verify that VHI PC-Kits runs properly on the pr primary imary workstation by double clicking the VHI icon on the desktop. If using a firewall on the primary workstation, read the “Configuring Firewalls” section of this document before continuing continuing. 10 Additional workstations Now you can install VHI PC-Kits on any other machine on which you want to use the software. These additional workstations have the following relaxed hardware requirements: The workstation must be running Windows 7, Windows 8, Windows 8.1, Windows 10, Windows Server 2008 SP2 or newer. The workstation must have between 50 MB and 900 MB free hard drive space (depending on how many kits you’ve purchased). .Net 4.0 or later is required. The workstation must be connected to the same network as the workstation with the database. If you install VHI PC-Kits on a laptop or tablet, you will not be able to use the program if you are not connected to the network. For example, if you wanted to take your laptop home and use the program, you would first have to create a VPN connection to your network before you can use VHI PC-Kits. Since the shared database does not reside on these additional workstations, backing them up is not necessary to protect your VHI PC-Kits data from a system crash. To install an additional workstation, place the VHI PC-Kits DVD into the DVD drive. The setup program should start automatically. If it does not, double click on the Computer icon on your desktop or start menu (Windows 7) or open File Explorer and then click on This PC (Windows 8 or 10). Find your DVD drive’s icon and right click it and select AutoPlay or Install from the menu. Alternatively, open the DVD and double click Setup.exe or the Setup that is labeled Application. When presented with the dialog box shown in Figure 2, choose Workstation. When presented with the dialog in Figure 3, choose the second option Connect to a database on another workstation. You will then be asked to tell VHI PC-Kits the network name or IP address of the workstation containing your database (as shown in Figure 7). If you don’t know the name of that machine, go back to that workstation and Right click on the Computer icon on the desktop or start menu (Windows 7) or open File Explorer and then Right click on This PC (Windows 8 or 10). Choose Properties and look for the computer name. 11 Figure 7.. Pointing VHI PC PC-Kits to your Shared Database NOTE: Using the “Search” button to search for the shared database can be a time consuming operation depending on various ne network twork configuration issues. It is i much quicker to just type in the machine’s network name. Read and follow the remaining maining onscreen instructions. Click Finish when done and your computer will be rebooted. After verifying that the newly installed workstation runs properly, you can proceed to install VHI PC-Kits on your remaining workstations. You can install VHI PC-Kits Kits on as many workstations as you want. The licenses you purchased only limit how many of those workstations can be running the program simultaneously. You will not be required to activate these additional workstations. 12 Installing in a Client-Server Environment Installation in a client-server environment involves first installing the software to your server machine(s) and then installing as many workstations as needed. There are many options available to you in a client-server installation. For example: You may install the License Server on any machine on your network, as long as that machine is running while people are using VHI PC-Kits. You may install the database to an existing Microsoft SQL Server on your network or let VHI PC-Kits install a new instance of SQL 2014 Express. You may install the client on a Citrix or Terminal server or you can install it on each workstation. The following instructions outline the simplest client-server installation. In this example, a single server contains the SQL database and License Server. The VHI PC-Kits client software is installed on every workstation. The workstations connect to the server only to validate their license and access the shared database. In this configuration, the server machine must meet the following requirements: The server must be running Windows Server 2008 SP2, Windows Server 2008 R2 SP1, Windows Server 2012, Windows Server 2012 R2, Windows 7 SP1, Windows 8, Windows 8.1, Windows 10. It is recommended that you have 1 GB of RAM and 6 GB free space on your hard drive to install SQL 2014 Express. .Net 4.0 or later is required. It is recommended that this machine be backed up on a regular basis, to protect your database from being lost in a system crash. See the section titled “Backing up Your SQL Database”. If your network is connected to the Internet, it is highly recommended that this machine be behind a firewall for security reasons. Server To install VHI PC-Kits to your server machine, place the VHI PC-Kits DVD into its DVD drive. The setup program should start automatically. If it does not, open the DVD and double click Setup.exe or the Setup that is labeled Application. 13 Figure 8. Install Screen Choose Install or Remove PC PC-Kits.. Read and follow the onscreen instructions. Be sure to read the licensing agreement carefully. After accepting the licensing agreement, the dialog shown in Figure 9 will be displayed. Since we’re installing to the server, choose Server in this dialog. Figure 9. Workstation or Server After choosing to install the server software, you’ll be asked which of the server components you wish to install to this machine. Database and Licensing are selected as the default configuration. This will put the sshared hared database on this server as well as the license service. See Figure 10 10. 14 Figure 10 10. Default Server Installation Options Next, you will be asked if you want to use an Existing instance of SQL or if you want setup to install a New instance of SQ SQL 2014 Express. If you choose Existing Server, then you must already have an instance of SQL 2005 or later installed on this server. Figure 11. New or Existing SQL Server If you choose the New Server option, setup will install SQL 2014 Express with an instance name of “VHI_PCKITS VHI_PCKITS” unless you choose to change the name. A SQL server may have multiple instances of SQL installed so if you choose the Existing Server option, you are presented with the foll following dialog box which allows you to choose the instance of SQL that you want to use. 15 Figure 12. Select SQL instance If you see the instance you wish to use, click on it to highlight it. If you don’t see the instance but you know the name, you can click Specify Instance and then type the full name of the instance. Click Default Instance if you wish to use an instance of SQL that was installed without a specific name. When you click Next,, setup will verify that it can connect to the instance you selected. If it can’t connect, you can use the Back button to either select a different instance, or Back again to choose New Ins Instance, tance, or Back again to unselect Database Server and then manually configure the SQL database. After the SQL dialogs, you will come to the Serial Number dialog box. Figure 13. Enter serial numbers Note: The numbers shown in the picture are not valid numbers. They are an example only. Enter the numbers that came with your VHI PC-Kits software. They should be on the inside flap of the VHI PC-Kits box or in the email if you requested to download VHI PC-Kits Kits. 16 You will have multiple serial numbers (at least two but possibly more). Type each serial number into the 4 boxes. Once the serial number is typed correctly, the Add button will be enabled, click Add. Enter your next serial number and click Add again.. Repeat Repea until all numbers have been entered, then click Next. The next screen will ask you where you want to install VHI PC-Kits on your hard drive. Click Next to accept the default path, or edit the path if you prefer not to install to the primary drive. Only the VHI PC PC-Kits files will be installed to this location. If SQL is also being installed it will go to the default drive. To change w where ere SQL is installed, cancel setup and install SQL separately. The next screen displays all the components that are being installed including all the kits you purchased. If you are missing any kits, use the Back button to return to the serial number screen and add any numbers you might have missed. If all the components look correct, click Next to start the file copy process process.. The following screens will show the install progress. The install may appear to hang during certain operations, please be patient and it will resume when ready. In particular, when SQL is installed, it may take up to 30 minutes or more. Also, when the PD PDF F converter is installed it sometimes will take 10 minutes or more. When installation is complete, you may choose the option No, I will restart my computer later if you do not wish to reboot your server. Next, you must activate VHI PC PC-Kits. Open the VHI PC-Kits License Manager by double clicking the small VHI icon on the system tray (see Figure 14). ). If the icon is not there, go to Start, All Programs, Visual Health Information, VHI PC PC-Kits, Kits, and open the License Manager (for Server 2012 you can also Search for VHI or go to All Apps). Figure 14.. The VHI PC PC-Kits License Manager Icon In the License Manager, choose Activate from the File menu. Activation can be done via the Internet 24 hours a day or via telephone during normal support hours. If VHI PC-Kits fails to activate over the internet, you can allow activate.vhikits.com through your proxy server or firewall. After activating, cl click the Stop button (only if you rebooted) and then click the Start button to start the license service. You should see the message ‘Service started successfully’ and also all your serial numbers should be displayed. NOTE: You must activate VHI PC PC-Kits and nd start the license service before proceeding to install the client workstations. 17 If using a firewall on the server, read the 'Configuring Firewalls' section of this document. Workstations Now you’re ready to install VHI PC PC-Kits to your workstations. To install VHI PC-Kits PC to a workstation, place the VHI PC PC-Kits DVD into the DVD drive. The setup program should start automatically. If it does not, open the DVD and double click Setup.ex Setup.exee or the Setup that is labeled Application. The system requirements for client client-server server environment workstations are as follows: The workstation must be running Windows 7, Windows 8, Windows 8.1, Windows 10, Windows Server 2008 SP2 or newer. .Net 4.0 or later is required. The workstation must ha have between 50 MB and 900 MB of free hard drive space (depending on how many kits you’ve purchased). When presented with the dialog shown in Figure 9, choose Workstation.. You will then be asked for the workstation type. Choose Connect to a database on a database server, server as shown in Figure 15. Figure 15 15. Installing a Client-Server Workstation The VHI PC-Kits setup program will then ask you whether you want to run the program using files installed on the server ((Run from Server)) or if you want to install the program files on the local workstation. In this example, we did not install the application files on 18 the server (See Figure 10). ). Therefore, you must choose Local Installation.. See Figure 16. NOTE: If you choose “Run from m Server” and have checked “Application” in the dialog in Figure 10, no program files will be installed on the workstation. However, certain system components may still be upgraded so that the workstation can run VHI PC PC-Kits. Also, a PDF printer driver is installed. Figure 16 16. Choosing to Install Program Locally Next, the VHI PC-Kits setup program will ask you for the location of your License Server (see Figure 17). ). In this example, this is the server machine we previously installed. You can supply the network name, DNS name or IP address of the machine. Click Next. If setup fails to detect the License Server, verify you entered the correct server, read the section on firewalls, or go back to the License Server machine and verify the service is running and that licenses are available available. Figure 17 17. Specifying the License Server Location 19 NOTE: Using the “Search” button to search for the License Server can be a time consuming operation depending on various network configuration issues. It is usually much quicker to just type in the machine’s network name. Read and follow the remaining onscreen instructions. Click Finish when done and your computer will be rebooted. After verifying that the newly installed workstation runs properly, you can proceed to install VHI PC-Kits on your remaining workstations. You can install VHI PC-Kits on as many workstations as you want. The licenses you purchased only limit how many of those workstations can be running the program simultaneously. You will not be required to activate these additional workstations. 20 Upgrading from the Desktop Edition of VHI PC-Kits You must first uninstall the Desktop edition of VHI PC-Kits before you can load the network edition. VHI recommends that you backup your current data files before uninstalling. Then proceed with the Workstation install as detailed above. By default, the data files are located in: C:\Program Files\Visual Health Information\VHI PC-Kits\Data on a 32 bit machine, C:\Program Files (x86)\Visual Health Information\VHI PC-Kits\Data on a 64 bit machine, or C:\Vhi\Data for very old versions. After completing your workstation installs, you may want to import your data from the Desktop edition into your shared network database. In order to import, the Desktop edition Data folder must be located in the same folder as the Network edition vhi.exe. You must sign into VHI PC-Kits as the Administrator user in order to import data. For local workstation installs, your Desktop edition data files will probably be in the correct location and the first time you open VHI PC-Kits you will be asked to import the data. If you are not asked to import, then be sure to copy the Desktop edition Data folder into the same folder as the vhi.exe (C:\Program Files (x86)\Visual Health Information\VHI PC-Kits\Data). If your Network edition workstation is running from a terminal server or application server, you must first copy your local VHI PC-Kits Data directory to the folder on the server where the VHI PC-Kits client vhi.exe is located before you can import it. If you are not prompted to import the data when VHI PC-Kits is opened, go to the File menu and choose Import Database as shown in Figure 18. 21 Figure 18. Importing a Desktop edition Database There is a Test Import button on the Import Dialog, click it to verify that your Desktop data is error free. You will see a report of what data can be imported. If there are any errors, you can either, do the import and lose the data that can’t be imported, or you can call VHI Support to see if anything can be done to complete the import without errors. The most common import problem is a missing kit. If you had a kit in the Desktop edition and that kit is not installed in the Network edition, then any data pertaining to that kit will not import. There is also a Merge data option on the Import Dialog. If you select this option, VHI PCKits will try to merge data that belongs to the same user or patient. For example, if both databases have a user named John Smith, then the data will be merged under a single user. The names must match exactly. If one user is John Smith and the other user is John Smith PT, they will not be merged. You can transfer the data from one user to another later in VHI PC-Kits. 22 Installing in a Terminal Server Environment VHI PC-Kits Network Edition has been designed to operate properly when running on Citrix or Terminal Server. However, running VHI PC-Kits on a Citrix server is not actually tested here at VHI. We do our best to design it for proper operation but we do not own a copy of Citrix to test with. All our knowledge of VHI PC-Kits on Citrix comes from our customers. Some things to consider in a Citrix or Terminal Server environment are, If you have a Terminal server(s) and a separate database server, then the recommended installation is to install the license and database components on the database server. Then install the workstation components on the Terminal server(s). That is, as far as VHI PC-Kits is concerned, the Terminal server is a VHI PC-Kits workstation with the VHI PC-Kits server components residing on the database server. If you want to completely install the product on the Terminal server, choose Server from the Workstation or Server dialog and install all the server components (Licensing, Application and Database). When asked if you also want to run the client on the machine, click Yes. If you have multiple Terminal servers, and you don’t have a separate database server, choose one of the Terminal servers to house the VHI PC-Kits database and license server. Install all of the server components on that machine. Then install the other Terminal servers as workstations. This primary Terminal server cannot be load balanced with the other Terminal servers. 23 Understanding VHI PC-Kits Server Components VHI PC-Kits has three server components. These components can be installed to a single server or spread over multiple servers. Database Server – This component attaches an empty SQL Server database (pckits.mdf) to SQL. You can either install the database to an existing instance of SQL 2005 or later, or you can have setup install a new instance of SQL 2014 Express. The default name of the new instance is VHI_PCKITS. VHI PC-Kits can be configured to use multiple SQL databases if desired. Contact technical support for more information. License Server – This component installs the license server which is run as a service. It is the job of this component to serve up licensing and configuration information to the workstations. All database settings and security settings are configured on this server by using the VHI PC-Kits license manager. VHI PC-Kits serial numbers are installed or removed by running setup. This component uses WinSock over TCP/IP using port 52369. You may need to configure firewalls or proxy servers to allow this port to be exposed to networks requiring access to the licensing server. It is possible to reconfigure which port VHI PC-Kits uses, if necessary. Contact technical support for more information. Application Server – By installing the client files to a share on the server, you create a single point of upgrade/administration for all of your VHI PC-Kits workstations. Future installs of additional kits or minor upgrades can be done on the server without installing on each workstation. However, major upgrades may require setup to be run on the workstations also. VHI strongly recommends that you run our setup on each workstation for the initial install even if using an application server. Just creating a shortcut to the file share will not allow you to run the client. This will insure that all system components meet the minimum requirements. We also install a PDF printer driver and create a registry key that tells the client where the license server is. Starting with version 3.4 it is possible to not install the client. Instead, manually create a shortcut to the application server. A command line parameter must be added to specify the license server. The shortcut would be \\appservername\pckits_app\vhi.exe -s licenseservername:52369 (52369 is the TCP port used by the license server). However, this method does not install other components that are required by the VHI PC-Kits client. If these components are not already present on your workstations you will have to manually install them before you can use VHI PC-Kits. Most of the required components can be installed 24 by downloading “Microsoft Visual C++ 2010 x86 Redistributable (SP1)”. You can also install our PDF driver which is needed if you want to use our Email or Export as PDF functions. Run InstallAmyuni.exe from our DVD or download to install the PDF printer. A shortcut only install also does not create our registry key on the client with the proper permissions where some of the user program preferences are stored. When you install the Application server component, a share called ‘pckits_app’ will be automatically created allowing full control to everyone. You can change the security on this share as required and can even change its name. If you change its name, you’ll have to enter a UNC path to it during workstation installation when asked where you’re application server is located. Such a path would be of the form \\server\share (minimally) and could also contain subdirectories if needed. 25 Advanced SQL Topics VHI PC-Kits uses OLEDB to communicate with its SQL database. It is not necessary to create an ODBC connection. Manually configuring the VHI PC-Kits SQL database If you already have a SQL server and you do not want to run the VHI PC-Kits setup program on your server, you can manually configure the database. You can also use these instructions if you run setup and it will not detect/connect to your existing SQL server. Do not select the database option during the VHI PC-Kits install. Instead, extract the empty pckits.mdf database from MSDESe~1.cab located on our DVD or download and manually attach it to SQL using SQL Management Studio. Then setup the database logins. Here is the default database info: Database = pckits, Login = pckits_login, Password = pckits_password, User Mapping = pckits_user, SQL script for updating the version of the pckits database = migrate.sql. The database name, login name, and password can all be customized if you want. Just be sure to enter your custom values into the Database Settings in the VHI PC-Kits license manager. Using Windows Authentication with SQL By default, VHI PC-Kits is configured to access the SQL server using SQL authentication. Clients access this database using the ‘pckits_login’ SQL login. If you prefer to use Windows Authentication in SQL, you can instruct VHI PC-Kits to use Windows Authentication instead. Add your Active Directory users/groups to SQL and give them access to the pckits database. The VHI PC-Kits database contains a user role called, ‘pckits_user’ for this purpose. In the Properties of the Active Directory users you have created in SQL, click User Mapping. Select the pckits database and then select pckits_user. Open the VHI PC-Kits license manager. Go to the File menu and choose Configure Client Settings. On the Database tab, change the Authentication method to Windows. Backing up the SQL Database Backing up a SQL database is different than backing up files on your hard drive. Since SQL runs as a service, the data files are usually open all the time and the files cannot be copied. Instead, you can issue a command to SQL to dump the database to a text file that can then be backed up normally. There are several ways to accomplish this: 26 In the PC-Kits peer-to-peer setup, you can open VHI PC-Kits on the primary workstation that contains the database and sign in as the Administrator user. Go to the file menu and choose Backup Database. Since this is a manual backup, you would need to remember to do it every day or once a week or as often as you feel it is needed. To automate the backup process, you can enter the following command into a batch file and then schedule it to run in Task Manager: Sqlcmd –E –S YourServerName\VHI_PCKITS -Q"backup database pckits to disk='c:\path\pckits.bak' with init" If you have backup software for your computer already, check to see if it is capable of backing up a SQL database. If it is, you can tell it to backup the pckits database. If it is not SQL compatible, then run the above command prior to running your backup software. If you are not using SQL Express that came with PC-Kits (you already have a purchased version of SQL) then you can schedule backups using SQL Management Studio. 27 Moving the pckits SQL database from one server to another To move the database, backup the pckits database using SQL Management Studio. Copy the backup to the new SQL server. Restore the backup using SQL Management Studio. Setup the database login as described above. Open the VHI PC-Kits license manager. Go to the File menu and choose Configure Client Settings. On the Database tab, change Source to the name of the new SQL server. If using a named instance of SQL, use ServerName\InstanceName. If you are also upgrading VHI PC-Kits to a new version, upgrade the database by opening the file ‘migrate.sql’ (from our DVD or download) in SQL Management Studio and then execute it. There is a copy of the SQL Management Studio installer on our DVD (but not included in our download) or you can download it from Microsoft. Version 3 of VHI PC-Kits used MSDE 2000 (SQL 2000) by default. If you are moving the pckits database from SQL 2000, be aware that you can only move it to a server that is running SQL 2005 or 2008. Then you can take another backup and move it to SQL 2012 or 2014 if you wish. If you don’t currently have SQL 2005 or 2008 installed, you can download it from Microsoft. We also have a copy of SQL 2005 on our DVD. 28 Moving the VHI PC-Kits License Server Before moving the VHI PC-Kits License Server, you should record all the program settings. Open the license manager. Take a screen shot of all the serial numbers. Go to the File menu and choose Configure Client Settings. Take a screen shot of the Database, Security, and Patient tabs. Since the serial numbers are registered to this server, contact VHI at (800)356-0709 or email@example.com and ask us to release your serial numbers. Releasing the serial numbers does not affect the current server until the numbers have been installed and activated on the new server. Even then, the current server will continue to function until the next time it is rebooted. So you can have both servers running during the transition. Once the new server is up and running, you will have to point all your workstations (or terminal servers) to the new license server. You can either, run setup on each workstation and choose the Modify option, or you can edit these registry keys on the workstation: On a 32 bit machine HKEY_LOCAL_MACHINE\SOFTWARE\Visual Health Information\VHI PCKits\Retail\Settings\Licensing "Server"= or on a 64 bit machine HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Visual Health Information\VHI PCKits\Retail\Settings\Licensing "Server"= 29 Configuring Firewalls If you are using a firewall on your main PC in a peer-to-peer setup or on the License and Database servers in the client-server setup, then you need to allow exceptions so VHI PCKits can communicate with the workstations. Open your firewall settings and make exceptions for the VHI PC-Kits license server: vhilsvr.exe or TCP port 52369 and the SQL database server: sqlservr.exe or TCP port 1433. If you have multiple instances of SQL on the same server and they are using dynamic ports, it is best to allow sqlservr.exe as each copy of SQL will have a random port assigned. You can try adding UDP port 1434 for the SQL browser service but that does not always work. These exceptions only need to be made on the server machines. You should not need to make any changes to firewalls on the workstations. Since there are many firewall programs, consult your firewall documentation on how to make an exception.