Performing the Modifcations to MedicalDirector Clinical / Pracsoft Installations

For Terminal Server Users:

• If the MedicalDirector Installer window is open, click Cancelto close it.
• When installing on a terminal server, the software cannot be installed directly from the DVD, or it might not be available to all users.
• Remove any active or disconnected sessions listed within the Session Manager before beginning the installation.
• Advise all users not to log in to the Terminal Server until the installation is complete. We recommend temporarily blocking all user access. If any users log in during installation, the installation process might fail or they might not be able to use the software successfully.
• The installation of software must always be performed whilst the Server is in Install Mode. This is usually achieved by launching the Installer through Add / Remove Programs by clicking on the Add New Programs button, then browse to and double-click Setup.exe on the disc. During this procedure a window should open instructing that it NOT be closed until the install has been completed.

  Refer to your Operating System help or Microsoft for more information on installing software onto a Terminal Server.

• Click Add/Remove Programs button to add or remove MedicalDirector applications.Tick the items that you want to keep installed.
• Click Repair Role to repair all of the MedicalDirector components and applications that make up your computer's current role. Use this button only when advised by MedicalDirector Customer Service.
• Click the Enable Advanced Options > Change Role to change the role of the computer. This can be useful if, for example, your current server computer breaks down; you could then convert a workstation computer to act as your server until repairs are made. This option should be used with caution, and only when advised by your systems administrator or MedicalDirector Customer Service. The following roles are available for selection:

  Server: A computer that will act as your MedicalDirector Server, where your patient database is stored. The MedicalDirector applications will also be installed. ManageEzy (used for document and letter storage) will be installed in a shared folder and referenced by a network path, allowing workstation computers to access the folder remotely. This option requires an active network connection.

  Workstation: A fixed computer on which you will run the MedicalDirector applications but not store the patient database. Workstation computers access the patient data from a database stored on the Server computer. This option requires an active network connection.

  Standalone: A computer that will act as your MedicalDirector Server, where your patient database is stored. The MedicalDirector applications will also be installed. ManageEzy (used for document and letter storage) will be not be shared, and will referenced by a local path (C:\...).

  Mobile:A mobile workstation computer, for example, a laptop, for example, on which you will run the MedicalDirector applications. When connected to your practice network, this computer will act like a workstation and access the patient database on the Server. So that the it can be used outside the practice, a second SQL database will be installed on the Mobile computer, with an instance name different from the Server's. This second database will store downloaded patient data for use whilst disconnected from your network. On reconnecting to the network, the patient data must be transferred (uploaded) to the Server's database. This option requires an active network connection.

• Click Enable Advanced Options > Uninstall > Role to disable the computer's current role and uninstall any associated MedicalDirector applications.