Upgrade Guide. Medtech Evolution Specialist. Version 1.11 Build (October 2018)

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1 Upgrade Guide Medtech Evlutin Specialist Versin 1.11 Build (Octber 2018) These instructins cntain imprtant infrmatin fr all Medtech Evlutin users and IT Supprt persnnel. We suggest that these ntes are filed safely fr future reference. Cpyright Medtech Limited Page 1 f 14

2 Table f Cntents Prerequisites Checklist 1 Lcating the Installer 2 Upgrade Guide 2 PREPARING TO UPGRADE THE DATABASE SERVER 2 DATABASE UPGRADE 2 APPLICATION UPGRADE 7 APPLICATION SERVICES UPGRADE 10 MEDTECH SERVICES 10 Pst-Installatin Checklist 11 Cpyright Medtech Limited Page 2 f 14

3 Prerequisites Checklist 1 Ensure that Medtech Evlutin Specialist Versin Build Versin (minimum) is installed 2 Ensure that Medtech Services Versin (minimum) is installed 3 Ensure all users (including remte users): Have lgged ut f Medtech Evlutin Specialist Versin All scheduled utilities, backup r maintenance tasks, and third party interfaces that require access t the databases have been stpped. 4 Ensure all Brief casing laptps have been discnnected frm the netwrk. Ensure fllwing utilities/services are stpped (services.msc): 5 6 Medtech Message Transfer Service Medtech NIR Transfer Service Medtech Shell Service Medtech Fax Service Medtech Scheduling Service Medtech Diagnstic Service Ensure fllwing services are stpped IF the practice has Healthne integratin: Medtech: H1PluginService Medtech: Ev Api Service (if available please see Nte belw) Please Nte: The Medtech: Ev Api Service will nly be available in specific practices. If yur practice des nt have this service yu can cntinue with upgrade. Ensure a cmplete backup f the SQL server database is dne befre perfrming the upgrade Cpyright Medtech Limited Page 1 f 14

4 Lcating the Installer Medtech Evlutin Specialist Versin 1.11 is available fr dwnlad as fllws: EMPOWERING HEALTH Installed t 32-Bit 64-Bit Purpse Database Server EvlutinDB_Upgrade Upgrade the database and applicatin Applicatin Server Services Medtech Services Update Upgrade the Medtech Services NOTE: Packages are cmpatible t bth 32-Bit and 64-Bit envirnments (autmatically detected) Imprtant Nte There is n separate installer prvided fr applicatin as the database server installatin cntains bth the database and applicatin upgrade Upgrade Guide Preparing t upgrade the Database Server Database Upgrade 1. Lg n t the Database Server. 2. Lcate and duble click n the EvlutinDB_Upgrade exe t launch the installatin wizard. 3. Please read and ensure the fllwing Upgrade prerequisites checklist befre starting the installatin 4. Click the Next buttn t cntinue Cpyright Medtech Limited Page 2 f 14

5 5. The License Agreement screen will appear 6. Read thrugh the terms and click I accept in rder t prceed with the upgrade 7. Select the apprpriate Medtech Evlutin Applicatin Envirnment type and click next t cntinue t upgrade. This is required nly nce. 8. Click the Brwse buttn t select the Database Server frm the list r manually type the Database Server Name. 9. Type in the SQL lgin credentials fr the crrespnding SQL server. 10. Click the Brwse buttn and select the database name. 11. Click the Next buttn Cpyright Medtech Limited Page 3 f 14

6 Imprtant Nte Once the infrmatin is prvided, database server lgin inputs are retained in the cache. Subsequent upgrades d nt require these inputs Imprtant Nte A warning message will be displayed when the time limit t take backup f database exceeds a particular time limit. Imprtant Nte The installatin will be terminated if there are any users r Services actively cnnected t the Database. 12. If the belw message is displayed, please click n Install t cmplete the installatin f the redistributable file fr Crystal Reprts Cpyright Medtech Limited Page 4 f 14

7 13. Please select the checkbx belw t verify the lg files and click Finish. Imprtant Nte If the upgrade encunters any database script errr while perfrming upgrade, the belw screen will appear. Please cntact Medtech Supprt immediately. us at 14. Click Finish t exit the wizard Cpyright Medtech Limited Page 5 f 14

8 Cpyright Medtech Limited Page 6 f 14

9 Applicatin Upgrade Imprtant Nte The Applicatin upgrade can be dne nly when the DB upgrade has been cmpleted successfully 1. Lg n t the Client Desktp/Citrix/Terminal server. 2. Lgin t Medtech evlutin applicatin t initiate the applicatin upgrade prcess Upn successful lgn, the belw infrmatin will be displayed 3. Click the OK buttn t upgrade the Medtech Evlutin applicatin. 4. If the belw message is displayed, please click n Install t cmplete the installatin f the redistributable file fr Crystal Reprts Cpyright Medtech Limited Page 7 f 14

10 5. Click Finish t cmplete the installatin. Cpyright Medtech Limited Page 8 f 14

11 6. In certain scenaris, instead f the abve windw, yu may see the fllwing screen 7. In such a scenari, please ensure yu t chse t restart the cmputer Cpyright Medtech Limited Page 9 f 14

12 Applicatin Services Upgrade Medtech Services 1. Lg n t the applicatin services server. 2. Lcate and duble click n the Medtech Services_Update exe t launch the installatin wizard 3. The Welcme t Install Shield Wizard fr Medtech Services windw is displayed. 4. Click the Upgrade buttn t prceed further. 5. Click the Finish buttn t cmplete the installatin. Cpyright Medtech Limited Page 10 f 14

13 Pst-Installatin Checklist Any errrs encuntered during the pst-installatin prcess have been recrded 1 and prvided t Medtech Supprt fr assistance. 2 3 If prmpted t d s after applicatin server installatin, cnfirm that a rebt f the server has been cmpleted. Check that the upgrade has been run n all laptps and clients that are used fr Briefcasing and has cmpleted withut errrs. 4 Lgin t Medtech Evlutin and ensure the database cnnectin is successful. 5 Check the current Medtech Evlutin installed versin [Help Abut Medtech Evlutin]. After the upgrade has been run, this shuld read Ensure fllwing utilities/services are started (services.msc): 6 Medtech Message Transfer Service Medtech NIR Transfer Service Medtech Shell Service Medtech Fax Service Medtech Scheduling Service Medtech Diagnstic Service Ensure fllwing services are started IF the practice has Healthne integratin: Medtech: H1PluginService Medtech: Ev Api Service (if available please see Nte belw) Please Nte: The Medtech: Ev Api Service will nly be available in specific practices. 7 Ensure that all staff can successfully lg int Medtech Evlutin withut any issues. Fr further infrmatin, please cntact Medtech Supprt via ne f the fllw ptins: Cpyright Medtech Limited Page 11 f 14

14 Insight: Register fr the Insight Custmer Prtal at and Lg a Supprt Ticket Online Chat: Cpyright Medtech Limited Page 12 f 14

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