Installing CAESY Enterprise 7.0

Transcription

1 Installing CAESY Enterprise 7.0 About the installation CD The primary job of the installation CD is to install CAESY Enterprise 7.0 and its programs. However, it also contains other files that install additional support programs. The installation program installs support programs in a specific order. For advanced computer users, the installation CD contains a subdirectory for each of the support programs. You can install these programs individually by opening its directory and double-clicking the installation executable file (.exe extension on the filename). The CD also contains some programs that are not automatically installed. They are included only to help CAESY technical support teams troubleshoot problems. Automatically installed CAESY Enterprise 7.0 programs Three programs are included automatically when you install CAESY Enterprise 7.0: CAESY 7.0 CAESY Smile Channel 7.0 ShowCase 7.0 Automatically installed support programs The disk automatically installs three support programs: Macromedia Shockwave 10 Macromedia Flash Player 9 Microsoft Windows Media Player 9 The five programs in the list below automatically install if the same program or a newer version does not already exist on the workstation: DivX 6.4 Microsoft.NET Framework 2.0 After you connect The Edge to your network, there are essentially four steps to install CAESY Enterprise 7.0 on your network and begin to educate patients and help your practice grow. Basically, you will select either Next or Yes on each screen during installation; however the individual steps are explained in detail in this section. We recommend that you select the default settings whenever an option is offered. If you want to select a different setting but are unsure what will happen if you do, please contact a Customer Support representative at from 8 A.M. to 7 P.M. Central Time, Monday-Thursday and 7 A.M. to 6 P.M. Central Time, Friday. LiveHelp support is available online at from 8 A.M. to 5 P.M. Central Time, Monday-Friday. Also, please be aware that any time you see the words the server, they are referencing The Edge server, not your network server. Do not connect any computer peripherals (CPU, keyboard, monitor, mouse) to The Edge server. Think of The Edge server as a mail delivery truck. No mail can be delivered until the truck unloads its cargo at the main postal station, which is your workstation (CPU, keyboard, monitor, mouse). CAESY Enterprise 7.0 Pg 10 of

2 1. Turn on The Edge server. It takes approximately 3 4 minutes for the server to boot. 2. After the server restarts, go to the main workstation where CAESY Enterprise 7.0 will be installed. Nothing is to be installed on The Edge server. Place the 7.0 Program Installation disk (green label) in the workstation s CD drive. A prompt will appear. CAESY Enterprise 7.0 Pg 11 of

3 3. You will be asked to read and either accept or decline the Patterson Software License Agreement. If you select No at any time during the installation procedure, the installation stops. 4. At the prompt, click on Change if you want to select a destination and click on Next; otherwise just click on Next. The Typical install will place CAESY, Smile Channel, ShowCase, Smile Channel TV Controller and CAESY Previews at the location indicated on the screen. CAESY Enterprise 7.0 Pg 12 of

4 The resulting screen displays a progress bar. When the installation is complete, click on Next. 5. When a message appears indicating that the CAESY Enterprise 7.0 installation is complete, click on the Finish button. Click on the CAESY Enterprise 7.0 icon,, on your desktop to open CAESY. If CAESY opens, your network is already synchronized with The Edge server. You do not need to configure CAESY to talk to your network. 6. When CAESY opens, select Tools from the Menu Bar and choose Practice Manager. Fill in your practice information. This information will print out on CAESY presentations and case presentations that help educate patients about dental conditions and procedures. CAESY Enterprise 7.0 Pg 13 of

5 The following table describes the interface and shows how CAESY Enterprise 7.0 uses your practice information: Each of the boxes has limited space for text. That available space is equal to about 30 characters, including spaces. All caps or bold text require more space; thus, fewer than 30 characters may appear. You cannot use certain symbols or characters in the practice information fields because the symbols and characters are recognized by the computer as special commands to the computer. Use only a comma (,), period (.) or hyphen (-) in the practice information fields. Label Practice Name Address Line 1 Address Line 2 Office Phone Web site Description Type your practice name in this box. This information appears at the top of the CAESY user interface, on printed copies of CAESY presentations, and in case presentations. Type the first line of your street address in this box. This information appears on printed copies of CAESY presentations. Type the second line of your street address in this box. This information appears on printed copies of CAESY presentations. Type the office phone number in this box. This information appears on printed copies of CAESY presentations and in case presentations. Type the URL (Internet address) for the practice in this box. This information appears on printed copies of CAESY presentations and in case presentations. If you leave these boxes blank, the CAESY user interface and printed copies of CAESY presentations appear with the phrase Default Doctor, and the corresponding boxes in ShowCase will be empty. For information about changing this information in CAESY Enterprise 7.0 after installation, see the online help, which is available from the user interface Help menu/contents, or contact a Customer Support representative at from 8 A.M. to 7 P.M. Central Time, Monday-Thursday and 7 A.M. to 6 P.M. Central Time, Friday. LiveHelp support is available online at from 8 A.M. to 5 P.M. Central Time, Monday-Friday. CAESY Enterprise 7.0 Pg 14 of

6 7. Click Save. If you have a single-user license, setup is complete. If you have a multiple-user license, you can install CAESY Enterprise 7.0 on additional workstations that will be used for patient presentations. This allows The Edge server to process and display CAESY Enterprise 7.0 content properly on each workstation. Do not install CAESY Enterprise 7.0 on other workstations until it is installed and functioning on your main workstation. Installing CAESY Enterprise 7.0 on a workstation Do not remove the installation CD until you see the This CAESY Enterprise Installation Is Complete message. 1 When installing or updating CAESY Enterprise 7.0 from any computer, you must be logged on to Windows under the local Administrator account or as a user with local administrative rights. If you are uncertain, please contact the person who maintains your computer network. 2 Insert the 7.0 Program Installation disk into the CD drive of your workstation. 3 Disable any anti-virus software, firewall and Internet security that is running on the workstation. 4 Follow the directions on the screen until the product is installed. The installation instructions are the same for the initial installation and subsequent installations on additional workstations. After CAESY is installed, you may turn on the anti-virus, firewall and Internet security programs. 5 Repeat these steps on every workstation on your network. CAESY Enterprise 7.0 Pg 15 of

7 If your workstation has a different operating system, or for information about upgrading the license to a multiple-user license, contact CAESY at from 8 A.M. to 7 P.M. Central Time, Monday-Thursday and 7 A.M. to 6 P.M. Central Time, Friday. LiveHelp support is available online at from 8 A.M. to 5 P.M. Central Time, Monday-Friday. Congratulations! You have successfully installed CAESY Enterprise 7.0. Now you are ready to educate your patients and grow your practice even stronger! CAESY Enterprise 7.0 Pg 16 of