Perceptive Interact for Epic

Transcription

1 Perceptive Interact for Epic Installation and Setup Guide Version: 7.1.x Written by: Product Knowledge, R&D Date: March 2017

2 Lexmark. All rights reserved. Lexmark is a trademark of Lexmark International Inc., registered in the U.S. and/or other countries. All other trademarks are the property of their respective owners. No part of this publication may be reproduced, stored, or transmitted in any form without the prior written permission of Lexmark.

3 Table of Contents Perceptive Interact for Epic... 4 Prerequisites... 4 Install Interact for Epic Server... 4 Download the Interact for Epic files... 4 Obtain the license files... 5 Install Perceptive Content product licenses... 5 Run the Interact for Epic attended installation... 5 Deploy Interact for Epic Server... 5 Share web applications on Apache Tomcat... 6 About web application installation... 6 Configure Apache Tomcat to run multiple web applications... 6 Configure Interact for Epic... 6 Set up single sign-on for Interact for Epic... 6 Configure the SSO settings... 6 Set a view for Interact for Epic Viewer... 7 Create a view for a specific document type... 8 Create a document review process... 9 Enable the Flag for Review button

4 Perceptive Interact for Epic Perceptive Interact for Epic provides embedded access to your Perceptive Content documents from within Epic s health information system. This tight integration allows you to scan and retrieve Perceptive Content documents based upon the currently viewed patient chart without leaving the Epic environment. When Perceptive Content receives new documents, it notifies Epic of the arrival of relevant medical information. From Epic, users can open the documents for viewing within the embedded Interact for Epic Viewer. With the enhanced chart printing functionality, users can print entire patient charts, including both Perceptive Content documents and Epic chart information, from within Epic. This document explains how to install the Interact for Epic Server and Interact for Epic Client with both attended and unattended installation methods. The guide also explains how to configure Apache Tomcat. For product technical specifications and system requirements, refer to the Perceptive Interact for Epic Technical Specifications. Prerequisites You must install and have access to the following programs before installing Interact for Epic. Perceptive Content Server and Client, version 7.1.x For compatibility, the Perceptive Content Server build number must be equal to, or higher than, the Interact for Epic Server build. You must have a Perceptive Content user login with management privileges or a manager login. Apache Tomcat, version 7.x or higher Install Interact for Epic Server This guide assumes you are installing Interact for Epic for the first time, or that you have no earlier versions running on your computer. However, you can update Interact for Epic using the same steps. The installation wizard detects the update and installs the product accordingly. For information about enhancements and changes that might apply to Interact for Epic, refer to the Perceptive Content 7.1.x Release Notes. Download the Interact for Epic files To download the Interact for Epic files, complete the following steps. 1. Navigate to and to the Customer Portal. 2. On the Downloads page, download the following files to a temporary directory on your computer. The latest build of Interact for Epic Server, as shown by the highest build number. 3. Complete the installation on a computer that has the following access. Internet access Network access to Perceptive Content Server 4

5 Obtain the license files To obtain the hardware information for Perceptive Content Server, you must be the admin user on Windows. To obtain the license files, complete the following steps. 1. To generate a system fingerprint, complete the following substeps. 1. On the Perceptive Content Login page, click License Manager. 2. In the License Management dialog box, select Save system fingerprint and click OK. 3. In the Save As dialog box, name the report and click Save. 2. Contact your representative for instructions on where to send the system fingerprint file to obtain your license. The system fingerprint file has a SYSFP extension. 3. When you receive the license files, store the license files in a temporary directory on the Perceptive Content Server computer. Install Perceptive Content product licenses Before entering your licenses, you must have installed the Perceptive Content Server and at least one Perceptive Content Client. You must have Service Administrator privileges to install Perceptive Content licenses. The Perceptive Content Client must be available on a Windows machine in order to install the Perceptive Content product licenses. 1. When you receive the license files from your representative, copy them to a temporary folder where you can access them with a Perceptive Content Client. 2. To upload licenses, complete the following substeps. 1. On the Perceptive Content Login page, click License Manager. 2. In the License Management dialog box, select Upload Licenses and click OK. 3. Navigate to the folder where you stored the Perceptive Content license files, select the LIC files to upload, and click Open. 4. Type the User Name, Password, and Server Location and click OK. 5. Optional. The License Upload dialog box lets you view the type name, actual license code, and status of each license upload. To display detailed information for a specific license, select the appropriate row. 3. Click OK. Run the Interact for Epic attended installation To deploy Interact for Epic Server, complete the following procedures. Deploy Interact for Epic Server Use this procedure to deploy the downloaded Interact for Epic Server. Extract the contents of the interactforepic_7.0.0.zip file to the [path]/${tomcat_home}/webapps/ directory. 5

6 Share web applications on Apache Tomcat You can configure your Apache Tomcat server to run multiple web applications simultaneously. Any web application that authenticates with Perceptive Content Server must share the encryption.jar file to run an additional web application on the same web application server. For information on configuring a shared encryption.jar file, refer to the following sections. About web application installation When you install multiple web applications on the same Apache Tomcat server, you store each web application in its own directory. The default file location can vary according to your customized installation. The following table shows sample locations. Web Application Server Apache Tomcat Apache Tomcat Sample Web Application WebNow Interact for Epic Default Installed Directory [drive:]\{path}\apache Software Foundation\Tomcat 7.0\webapps\webnow [drive:]\{path}\apache Software Foundation\Tomcat 7.0\webapps\interactforepic Configure Apache Tomcat to run multiple web applications To run multiple web applications simultaneously on Apache Tomcat, you must configure the server to share a single encryption.jar file between all of the web apps. Complete the following steps: When running Integration Server and one or more Perceptive web products on the same instance of Apache Tomcat, you must share one encryption file between all of the Perceptive web products. Important You must complete the following steps for all Perceptive web applications that share a web server instance such as ImageNow Forms Server or WebNow on the same instance of Apache Tomcat. 1. Stop the Apache Tomcat server. 2. Navigate to [path]\${tomcat_home}\webapps\integrationserver\web-inf\lib directory, locate the encryption.jar file, and move it to [path]\${tomcat_home}\tomcat\lib. 3. Start the web application server. Configure Interact for Epic Use any of the following procedures as a guide to configure Interact for Epic s features. Set up single sign-on for Interact for Epic After you install Interact for Epic, you can set up single sign-on (SSO). SSO allows your users to log on to Interact for Epic Viewer, CDV, Scan, and Perceptive Content Client using your SSO provider logon. Configure the SSO settings To set up SSO for Interact for Epic, use the following procedures to configure the SSO settings in the Epic.settings and inow.ini files. 6

7 Configure the Epic.settings file Complete the following steps to configure SSO in the Epic.settings file. 1. On the Apache Tomcat server, navigate to the [drive:]\{path}\apache Software Foundation\Tomcat {version}\webapps\interactforepic\web-inf folder. 2. Using a text editor, open the Epic.settings file. 3. Under [Login], set epic.sso to TRUE. 4. Save and close the Epic.settings file. 5. Restart your Apache Tomcat web server. Configure the inow.ini file To enable SSO between Interact for Epic and Perceptive Content, complete the following steps. 1. On the Perceptive Content Server computer, navigate to the [drive:]\{path}\inserver\etc folder. 2. Using a text editor, open the inow.ini file. 3. Under [Logon Control], add the following settings. Create the setting epic.sso and set to TRUE. Create the setting epic.sso.key and specify a value for the token sent from Perceptive Content. The value can be any valid string. Note Use this value for the sso.key setting in the INEpicViewer.ini, INEpicCDV.ini, and INEpicScan.ini files. 4. Save and close the inow.ini file. Set a view for Interact for Epic Viewer The following steps explain how to configure Interact for Epic to use a view. With a view, Interact for Epic Viewer displays the specified document properties and labels in the Document Properties pane. 1. On the web application server, navigate to the [drive:]\{path}\interactforepic\web-inf folder, such as [drive:]\program Files\Apache Software Foundation\Tomcat {version}\webapps\interactforepic\web-inf. 2. Using a text editor, open the Epic.settings file. 3. Under [Display settings] section, set properties.view.name to the name of the view you created in Management Console. For example, properties.view.name=epic 4. Save and close the Epic.settings file. 5. Restart your Apache Tomcat web server. 7

8 Create a view for a specific document type After you create and set a basic view for Interact for Epic Viewer, you have the option to create additional views for individual document types. For example, if you had a document type Digital Photos, you could create a document type-specific view and label Field1 with "Date & Time Photo Captured." By making a specific view for your Digital Photos documents, the label "Date & Time Photo Captured" only appears on your Digital Photos document types. You do not need to create a separate view for every document type. Interact for Epic Viewer uses the basic view you set in properties.view.name, such as "Epic," for any document type without its own, specific view. 1. In Management Console, in the left pane, click Views. In the right pane, on the Document tab, click New. In the New View dialog box, complete the following substeps. 1. In the Name box, type a name in the format {basic view name} - {document type}. For example, for a basic view named "Epic" and the document type of "Digital Photos", name the view Epic Digital Photos. 2. In the Description box, type a description of the view that will appear in the ToolTip for the view. 3. Click OK. 2. Select the view and click Modify. 3. In the View Designer window, in the Preview pane, click the Columns button, complete any of the following substeps, and then click OK. To display a column in the view, select the check box next to the document property. To create a custom label for a document property, click the document property row, type the new name, and press ENTER. Note You can only create custom labels for the following document properties: Drawer, Field1, Field2, Field3, Field4, Field5, and Type. Add custom properties to the view. For more information on adding custom properties to a view, refer to the Add custom properties to a view section. To rearrange the order of the columns, select a document property and click the Move Up or Move Down button. 4. In View Designer, click the Properties button and complete the following substeps. 1. In the View Properties dialog, on the Security tab, under Users and Groups, click Add. 2. In the Select Users and Groups dialog, on the Groups tab, under Search results, click All Users, click the Add button, and then click OK. Note Interact for Epic blocks any user not given permission to access this view from accessing the document. If you created a special user group in the Create a basic view procedure, such as Epic Users, you must give the group permission to access this view. 3. In the View Properties window, click OK. 5. Optional. If you want the view to appear in Perceptive Content Explorer as an active view, you need to constrain the view to the document type. Otherwise, the view returns all document types in Perceptive Content. 1. On the View tab, click the Add button. In the Add Condition dialog box, complete the following substeps. 8

9 1. In the Constrain By list, select Document key. 2. In the Type list, select Normal. 3. In the Field list, select Type. Note If you applied a custom label to Type, the custom label appears instead of Type. 4. In the Operator list, select is equal to. 5. In the Value list, select the document type you specified in the view name. For example, you might select the Digital Photos document type. 2. Click OK. 6. Save and close View Designer. 7. In the View Designer dialog box, perform one of the following actions. If you want the view to appear in Perceptive Content Explorer as an active view in addition to being able to apply labels and restrict fields in Interact for Epic, click Yes to activate the new view. If you want to use the view only to apply labels and restrict fields in Interact for Epic, click No. Tip Keep properties.view.name in Epic.settings set to the name of the basic view, such as "Epic." Interact for Epic Viewer automatically displays either the basic view, such as "Epic," or a document type-specific view, such as "Epic Digital Photos," based on the active document s type. Create a document review process With Interact for Epic version or higher, you can enable your Interact for Epic users to flag documents that may have inaccurate or missing information, such as a patient MRN that does not correctly match the patient name. To enable this feature, complete the following procedures. Create a Perceptive Content workflow process with queues that correspond to possible error reasons. Enable the Flag for Review button. Enable the Flag for Review button To enable the Flag this document for review complete the following steps. 1. Open the epic.settings file with a text editor. 2. Under [Review Reason Settings], set enable.flag.for.review to TRUE. button on the Interact for Epic Viewer toolbar, 3. Set review.reason.process to the name of the Perceptive Content workflow process you created in the previous section for flagging documents, such as review.reason.process=epicreviewdocs. 4. Save and exit the configuration file. 5. Restart your Apache Tomcat web server. 9