Enterprise 7.0 User s Guide

Transcription

1 Enterprise 7.0 User s Guide

2 2202 Althoff Drive, P.O. Box 1267 Effingham, IL Copyright Patterson Dental Supply, Inc. All rights reserved. T9030 (8/08)

3 Table of Contents Copyright and Trademark... 1 Introduction... 2 System Requirements... 3 Safety Precautions... 4 Document Conventions... 5 Getting Connected... 6 Setting up a new installation: components... 6 Pre-installation tasks... 6 Setting up The Edge... 7 Installing CAESY Enterprise About the installation CD Automatically installed CAESY Enterprise 7.0 programs Automatically installed support programs Installing CAESY Enterprise 7.0 on a workstation Configuring CAESY to Work With Your Network Updating CAESY Enterprise 5.7 to To update The Edge server Troubleshooting Contact CAESY Enterprise

4 Copyright and Trademark Copyright 2008 Patterson Dental Supply, Inc. All rights reserved No part of this material may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose without the express written permission of Patterson Dental Supply, Inc. CAESY Enterprise 7.0 has a modular operating system made of separate software components that were developed and copyrighted by various individuals, companies, and entities. Trademarks and Registered Trademarks for these products and any other products mentioned in this document are owned by their respective companies. Some of the individual components are distributed under the GNU General Public License and other similar open source licenses. Please review the terms and conditions of the GNU General Public License and the license agreements of the software components of CAESY Enterprise 7.0. Contact Patterson Dental Supply, Inc. to receive a machine readable copy of the corresponding source code for any GNU General Public License software components in CAESY Enterprise 7.0. This product includes software developed by the Apache Software Foundation ( This product is built using Microsoft Windows Media Player technology, and you should review the privacy statement for your version of Windows Media Player at Information in the document is subject to change without notice. Patterson Dental Supply, Inc. reserves the right to change or improve their products and to make changes in the content of such changes or improvements. 04/30/08 Rev 7.0 CAESY Enterprise 7.0 Pg 1 of

5 Introduction CAESY Enterprise 7.0 and The Edge server work together to bring you powerful programs that educate your patients and market your services. CAESY Enterprise 7.0 has two functions. You can use it to: access the CAESY Enterprise 7.0 suite of programs. control The Edge server, which is a stand-alone unit that connects to your network and a television to distribute CAESY Enterprise 7.0 content. How to use this guide This guide shows you how to set up new installations of CAESY Enterprise 7.0 and update existing installations. Are you... Then start here: Need more details: a new customer? updating an existing installation? See Installing CAESY Enterprise See Updating an Installation See Getting Connected CAESY Enterprise 7.0 Pg 2 of

6 System Requirements We recommend that all workstations using CAESY Enterprise 7.0 applications meet minimum configuration requirements. Intel Pentium IV 1.5 GHz processor 512 MB of RAM 400 GB hard drive (image storage may require larger capacity hard drive) 15" CRT/LCD monitor 32 bit, 1024 x 768 resolution capable video card Intel USB Chipset with at least 2 powered USB 2.0 ports 20X CD-ROM drive Sound card and speakers Ethernet 10/100 network card TCP/IP-enabled network Additional AGP, PCI or USB 2.0 expansion slots may be required Internet Explorer 7.0 Supported operating systems must be 32 bit. Windows XP Professional Windows Tablet PC Edition Windows Vista Business Windows Vista Ultimate Windows Vista Enterprise You can also click on the following link to compare your system s parameters to the minimum configuration requirements. CAESY Enterprise 7.0 Pg 3 of

7 Safety Precautions The following safety precautions are meant for your safety as well as the safety of the equipment. Failure to follow these guidelines may result in injury or computer malfunction. Never remove the cover or seal from The Edge server. Doing so will void your warranty and service agreement and may cause damage. Damage caused as a result of removing the cover or seal is not covered in your service agreement. 1. To avoid electrical shock, always plug The Edge server into properly grounded outlets. The power cable is equipped with a three-prong grounding plug. Never cut off the extra prong or use an adapter with this plug. If you must use an extension, use a three-prong extension. 2. Use a surge protector to prevent the server from receiving a direct power surge of electricity, which may harm the unit. Use a battery backup to protect the server and its data in case of power failure. Do not rest anything on the server or its cables. 3. Keep all food and liquids away from The Edge server. 4. Do not poke or push anything into any of the openings in the server. Doing so may cause damage or electrical shock. 5. Do not place the server near any source of water. If the server gets wet, immediately turn it off and 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. 6. Keep the server out of intense direct sunlight. 7. Do not block any of the vents in the server. Doing so may overheat the server. 8. Keep all papers and cloth away from the rear of the unit. 9. Place the server on a solid surface such as a desk or floor. 10. Keep the server away from radiators and other heat sources. CAESY Enterprise 7.0 Pg 4 of

8 Document Conventions The following conventions are used in this guide: Convention Meaning Indicates information that is necessary for preventing damage to the software or equipment. Indicates important information that you should know when using the software. Indicates a useful tip or suggestion for getting the most out of the software. Bolded Text Indicates a button, menu, command, or other element that is shown on the software interface. Also used for examples. monospace text Indicates text that you should enter text exactly as shown. CAESY Enterprise 7.0 Pg 5 of

9 Getting Connected Setting up a new installation: components First, check to see that you received all of the following components: 1 The Edge server 1 video adaptor 1 Installation disk 1 Power cable 1 CAT-5 (To Network) cable 1 Crossover cable (To Computer*) *Shipped to single-user license holders only 1 Composite video cable 1 Stereo audio cable Pre-installation tasks Second, perform the next tasks before you install CAESY Enterprise 7.0: Determine a safe and convenient location for The Edge server. Determine where to set up the television that will play Smile Channel, usually in the reception area. (If you do not want Smile Channel to play, do not connect The Edge server to a television.) When determining the location of the television, ensure that you are able to connect The Edge server to the television. Discuss your existing software programs and software needs with your network administrator so that any potential conflicts can be addressed before installation. Contact Customer Support prior to your installation so that we can answer any questions ahead of time. Call 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 6 of

10 Setting up The Edge Follow these steps to set up The Edge server components: 1. Connect The Edge server to your network. Plug the Cat-5 cable (labeled To Network ) into the network port on the back of The Edge server. Connect the other end of the cable to the network hub, wall jack or switch. 2. Connect the video adaptor to the back of The Edge server and the video port to a television. If the TV does not have an S-video port (or you do not have an S-Video cable), then you will use the S-video-to-composite adaptor. Connect the S-video-to-composite adaptor to the back of The Edge server. Connect one end of the composite video cable to the S- video-to-composite adaptor; then connect the other end of the composite cable to the TV. If you have an S-video cable and the TV has an S-video port, you will connect one end of the S-video cable (not included) into the back of The Edge server and the other end into the TV. This connection will result in better video quality. NOTE: For customers who want to connect to a high picture quality television, you need to purchase a dvi cable from your local electronics supply store. CAESY Enterprise 7.0 Pg 7 of

11 3. Connect the audio port to a television. Connect the stereo audio cable from the Audio Out port on the server to the back of the TV. The audio port is green. NOTE: Different manufacturers will have different layouts for the video and audio ports on their televisions. The following illustrations show all of the port layouts for only one model from one manufacturer. If available, check the port layouts in the user guide that came with your television. CAESY Enterprise 7.0 Pg 8 of

12 4. Connect The Edge server to an electrical outlet. Plug the power cord into the power outlet on the back of the server. Plug the other end of the power cord into a three-prong electrical outlet. NOTE: Before plugging in the power cord, check the back of the server to ensure that the correct voltage for your country is selected. By default, the switch is set to U.S. voltage standards. The switch is located directly underneath the power outlet. We strongly recommend that you protect your computer equipment and data with a surge protector and attach a battery powered back-up unit on The Edge server in the event of a power outage. CAESY Enterprise 7.0 Pg 9 of

13 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

14 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

15 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

16 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

17 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

18 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

19 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

20 Configuring CAESY to Work With Your Network What to do if CAESY did not open in Step 7 ( Installing CAESY Enterprise 7.0 section): If you need assistance, please call 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. A1 After CAESY is installed on your main workstation, click the START button on the left side of the Taskbar that is usually docked at the bottom of the desktop. Select RUN. Type cmd in the field and press OK. A2 This opens a command prompt window. The cursor will be flashing on the prompt. Type in ipconfig and press <ENTER>. A3 Information will scroll down the screen. Write down the IP Address numbers and the Subnet Mask numbers. You need these numbers in Steps A8 and A9 or in B15 and B16. A4* If the IP Address starts with and the Subnet Mask is , close the command prompt window. A5 A6 Open your Internet Explorer. Delete the address in the upper address field. CAESY Enterprise 7.0 Pg 17 of

21 A7 Type in /edge and click the EDIT link. This will take you to the Configuration screen shown at the right. Your browser may look different than the one used in this example. If the Configuration screen opens, continue with this section of instructions. If this step does not take you to the Configuration screen, there are configuration steps that we recommend should be performed by someone who has advanced computer knowledge and skills. In this case, either 1. Contact your Systems Administrator or IT personnel; or 2. To contact a Customer Service representative, see pg 16. We will help you through those advanced configuration steps. A8 Verify that the first three sections of numbers of the IP Address are and the Subnet Mask numbers are You should be able to connect to the CAESY Setup Page unless a firewall blocks you. If you cannot connect, please contact a customer service representative who will walk you through the steps. If you do not see the numbers mentioned above, you will change the IP Address in the CAESY Setup Page using the number from Step A3. You need to type the first three sections of the IP Address number from your machine into the CAESY Setup Page. cont d. CAESY Enterprise 7.0 Pg 18 of

22 The IP Address in the sample command prompt screenshot in Step A3 begins with Your IP address may be different than the screenshot. For example, if your IP Address begins with , type into the proper field on the setup page. It is important to make sure the first three sections of numbers exactly match. You can leave the last section of numbers as they appear in your IP Address in Step A8. A9 A10 A11 The Subnet Mask numbers have to match exactly. Type in the numbers you wrote down from the command prompt window in Step A3. Click Save Settings. Click on the CAESY icon on your desktop and open CAESY. A12 When CAESY opens, select Tools from the Menu Bar and choose Practice Information. Fill in your practice information. Each of the boxes has limited space for text. That available space is equal to about 30 characters, including spaces. Using all caps or bold text requires more space; thus, fewer than 30 characters may appear. Below is a description of the Practice Information fields and an explanation how CAESY Enterprise 7.0 uses your practice information. cont d. CAESY Enterprise 7.0 Pg 19 of

23 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 your practice information in CAESY after installation, see the online help, which is available from the user interface. 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 Description Practice Name Address Line 1 Address Line 2 Office Phone Web site 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. A13 Click Save. If you have a multiple-user license, you can install CAESY Enterprise 7.0 on additional workstations. This allows The Edge server to process and display CAESY Enterprise 7.0 content properly on each workstation. To install CAESY Enterprise 7.0 on additional workstations, follow the instructions in Installing CAESY Enterprise 7.0. Do not install CAESY on other workstations until CAESY is installed and functioning on your main workstation. CAESY Enterprise 7.0 Pg 20 of

24 What to do if the IP address in Step A4 does not start with , or the Subnet Mask number is not and CAESY does not open *(from A4) This means that the addresses of The Edge server and your network are different and they can t talk to each other. Think of your network and The Edge server addresses as telephone area codes. The Edge server cannot make long distance calls, and your network is long distance. Once your network has the local area code, they will be able to talk to each other. Before you begin the next series of B and C steps, close all programs that need access to your network, such as practice management software, , etc. B1 B2 Click the START button at the left side of the Taskbar that is typically docked at the bottom of the desktop screen. Select Settings, then Control Panel. If you have a different Windows version than was used for this example, you would select Control Panel from the list in the center portion of the blue column. B3 Double-click on the Network Connection icon. B4 Double-click on Local Area Connection. CAESY Enterprise 7.0 Pg 21 of

25 B5 Click on Properties. B6 In the next window, look in the list for Internet Protocol (TCP/IP) and click on it to highlight it. B7 Click on Properties. CAESY Enterprise 7.0 Pg 22 of

26 ,B8 Write a note indicating which selection is checked in the upper portion of the box and the numbers in the IP address and Subnet mask fields. Also notice that whatever selection is checked in the upper portion of the dialogue box, the companion selection is most likely checked in the lower portion of the box. In other words, both sections will most likely be checked as Obtain... or Use..., not a combination of both. Check Use the following IP address if its radio button is not already checked. (You will use this important selection later in C6.) B9 Type in and press the <TAB> key. The Subnet mask information should automatically fill in. If it does not, type in the Subnet mask field. B10 B11 B12 B13 Press OK on each screen to save and close the open screens. NOTE: Depending on which version of Windows you have on your computer, the screens may have a Close option rather than OK. Finally, close Network Connections, Control Panel or any other window. Open your Internet Explorer. If you receive the pop-up message Page cannot be displayed, ignore it; the message is a normal event. Delete the address in the uppermost address field. CAESY Enterprise 7.0 Pg 23 of

27 B14 Type in /edge and press <ENTER>. This takes you to the CAESY Setup Page. B15 You will change the IP address in the CAESY Setup Page. It is important to make sure the first three sections of numbers from Step A3 exactly match. Type in the first three sections of your IP address, for example, ; you can leave the last section of numbers as they appear. B16 The Subnet mask numbers have to match exactly. Type in the numbers you wrote down from the command prompt window in Step A3. B17 B18 Click Save Settings. This automatically restarts The Edge server. A restart takes 3 4 minutes. When the server restart is complete, close the window. Final Steps! C1 C2 Click the START button at the left side of the Taskbar that is typically docked at the bottom of the desktop screen. Select Control Panel. CAESY Enterprise 7.0 Pg 24 of

28 C3 Double-click on Network Connections. C4 Right click on Local Area Connection and select Properties. C5 Again, find and click on Internet Protocol (TCP/IP) in the list. CAESY Enterprise 7.0 Pg 25 of

29 C6 C7 Click on Properties. The information you wrote down in Step B8 is important in this step. The checked radio buttons in this screen must match the checked radio buttons in Step B8. For example, if Obtain IP address automatically was the original selection checked in Step B8, check it again here, and also check its companion in the lower portion of the screen. Notice that this screenshot shows that this user checked an incorrect combination of selections. The upper and lower selections must match. Refer to Step B8. The IP address and Subnet mask numbers from Step B8 must also be duplicated in this screen. Type in the numbers obtained from Step B8. Press OK on each screen to save and close the open screens. NOTE: Depending on which version of Windows you have on your computer, the screens may have a Close option rather than OK. You have successfully installed and configured CAESY Enterprise 7.0 on one workstation. CAESY Enterprise 7.0 must be installed on each workstation that will be used for patient presentations. To install CAESY Enterprise 7.0 on other workstations, use the same instructions in Installing CAESY Enterprise 7.0. Need additional assistance? You may encounter a situation which is not addressed in this set of instructions. If that occurs, there are other steps that will need to be performed, but we strongly urge only someone who has advanced computer knowledge and skills to attempt those steps without the assistance of one of our knowledgeable customer service representatives. If you have a systems administrator or IT personnel, they typically will be able to perform those steps without additional instruction. To speak to a Customer Support representative, call 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 26 of

30 CAESY Enterprise 7.0 Pg 27 of

31 Updating CAESY Enterprise 5.7 to 7.0 Welcome Welcome to CAESY Enterprise 5.7 to 7.0 Upgrade. This document will guide you through the process of updating your software. Please review this guide before proceeding, and allow approximately 4 hours to complete this process. The first 2 hours will require your intermittent interaction. First, check to see that you received all of the following components: 1 Edge Server Reformat CD 1 Upgrade Installation CD 1 Program Installation CD 1 USB Hard Drive 1 set USB Cables To update The Edge server 1. It is very important to back up the data from your Enterprise applications before starting this process. Skipping this step will result in the loss of any saved data you currently have on The Edge server. To begin, open the Enterprise application launcher by doubleclicking the Enterprise icon on your workstation desktop. Select Tools from the top menu. Then select Backup from the dropdown. 2. Click Next on the Welcome screen. CAESY Enterprise 7.0 Pg 28 of

32 3. Click on the Browse button. Change the Save In field to Desktop. Name the file caesybackup and click Save. Please be patient while space calculation is performed. 4 Click Start to begin the back-up process. 5. The back-up procedure can take 10 to 30 minutes depending on the amount of data you have stored on your Edge server. After completion you will see a Success screen. Click Exit. 6. Close CAESY Enterprise 5.7 on all of your workstations. 7. Insert the CAESY Enterprise 7.0 CD labeled 7.0 Upgrade Installation into one of your workstations. The installation will automatically start. 8. Click Next on the Welcome screen. CAESY Enterprise 7.0 Pg 29 of

33 9. Next, you will need to connect the USB hard drive to The Edge server. First, plug the small end of the USB cable into the hard drive. Next, plug the center USB connector (the one with two tails) into any USB port on the back of your Edge server. 10. Insert the disk labeled Edge Server Reformat into The Edge server and close the tray. WARNING: DO NOT place this disk into any other machine. It can damage other systems. 11. Return to your workstation and click Next on the Initiate Update screen. 12. At this point a progress bar will appear. After about 20 minutes The Edge server will eject the disk. YOU MUST REMOVE THE DISK FROM THE TRAY FOR THE UPDATE TO CONTINUE. After you have removed the disk, close the tray. 13. Next, you need to restart The Edge server. Press and hold the power button on the front of the server until the server turns off. Press it again to turn it back on. NOTE: Your server may vary from the picture shown. 14. After approximately minutes, the server will automatically shut down. At this time you need to reconnect the USB drive. First, unplug it from the server; wait 10 seconds and plug it back in. CAESY Enterprise 7.0 Pg 30 of

34 15. Turn on the server by pressing the power button. 16. After approximately 30 minutes, The Edge server will restart again. After the server restarts, click Next. 17. The last phase takes approximately 2 hours. When finished, The Edge server will restart itself. DO NOT TURN OFF THE EDGE SERVER DURING THIS PROCESS. Once the Success screen appears, the process is complete. Click Close. 18. Now, it is time to update the workstation software. Insert the CAESY Enterprise 7.0 CD labeled Program Installation. The installation automatically starts. 19. Click Next on the following screens. 20. Read and accept the license agreement; click Next. CAESY Enterprise 7.0 Pg 31 of

35 21. Click Next to continue. If you want to change the location for CAESY Enterprise 7.0, click the Change button. 22. The software will be installed on your computer. This process takes approximately 5 minutes. 23. Your new CAESY software is now installed. Click Finish to complete. 24. Internet Explorer 7 is required for using CAESY Enterprise 7.0. If you already have Internet Explorer 7 installed, skip to step 30. If the installation detects that you do not have IE7, you will be asked if you want to install it. Click Yes. Then click Next on the Welcome screen. 25. Read the license agreement; then click I Agree. CAESY Enterprise 7.0 Pg 32 of

36 26. Next, the application will attempt to validate your operating system. Click Validate. This process may take a few minutes. 27. Make sure the checkbox is checked and click Next. 28. The installation will then begin. This process can take several minutes depending on your hardware configuration. 29. Once the installation is complete, you will need to restart your workstation. Click Restart Now. 30. Install the CAESY Enterprise 7.0 software included on the CD labeled Program Installation on all of the workstations that you want to have access CAESY Enterprise 7.0 by repeating steps 18 through Finally, open CAESY Enterprise 7.0 and verify that your data was properly restored. Remove the USB drive and CDs and store them in a safe place. CAESY Enterprise 7.0 Pg 33 of

37 Need help? If you need further assistance, you can find a full Users Guide of our Website at or from the Help menu. You can also contact CAESY Customer Support. We are available by phone Monday through Friday, 7 A.M. to 7 P.M. Central Standard Time and 7 A.M. to 6 P.M. Central Time, Friday. LiveHelp support is available online from 8 A.M. to 5 P.M. Central Standard Time, Monday-Friday. You can also us at ptc.support@pattersondental.com and receive a response within 24 business hours. Please don t hesitate to contact us if you need assistance. We will be glad to help. LiveHelp: Phone: LiveHelp: CAESY Enterprise 7.0 Pg 34 of

38 Troubleshooting Patterson Dental is dedicated to providing you with technical support and customer service. If you have any questions or difficulties, first refer to the following FAQs and Installing CAESY Enterprise 7.0. If you have any further questions, call 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. How do I shut down or turn off The Edge server? How often should I restart The Edge server? Where should I keep The Edge server? Which computer should I use to configure The Edge server? Why do I have to change the computer workstation s IP address to connect to the System Setup Page? If I change the default IP address of The Edge server, will I be able to change it again later? I press the power switch on The Edge server, but nothing happens. My operatory computer will not connect to The Edge server. On the Server menu, click Server Shutdown. Do not press the Power button on the server to shut it down. We recommend that you restart The Edge server every week. Doing so allows the server to recover system resources. See Safety Precautions for suggestions. If you have a multiple-user license, you can use any computer that is connected to the network. If you have a single-user license, use the computer where you plan to use CAESY Enterprise 7.0 programs. Do not use a computer that acts as a server or that has a direct connection to a high-speed modem, such as cable or DSL. In order to access the System Setup Page, the workstation must be able to communicate with The Edge server. The Edge server ships with predefined network settings that may differ from your network s current settings. By changing the computer s IP address, you allow it to communicate with The Edge server, which then allows you to open CAESY Enterprise 7.0. Yes. You should always be able to open the System Setup Page, no matter what IP address you choose for The Edge server, so you can always change it. See Configuring CAESY to Work With Your Network for instructions. If you cannot open the System Setup Page, call 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. Check the following possibilities: Ensure that The Edge server is plugged into a functional outlet. Ensure that the plug is plugged firmly into both the server and the outlet. Bypass any power protection devices, power strips, etc. to determine if they are malfunctioning. Check the following possibilities: Ensure that you have used the installation disk to install the required software on the operatory computer. Verify that the operatory computer is plugged into your network. Ensure that The Edge server is turned on. If you have recently reconfigured any network setting, restart The Edge server. CAESY Enterprise 7.0 Pg 35 of

39 Can I use a coaxial cable to connect The Edge server to the television? Can I connect The Edge server to a computer monitor instead of a TV to play Smile Channel? Can I load other programs onto The Edge server? Will CAESY Enterprise 7.0 run on a Macintosh computer? Will CAESY Enterprise 7.0 work with dual independent monitors? How does CAESY Enterprise 7.0 get updates? How do I update the personalized practice information that appears on CAESY Enterprise 7.0 programs and materials? Can I have different configurations for CAESY in each room? Previews does not play. Yes, but you will need an RF modulator (radio frequency modulator). RF modulators are available at many electronics stores, such as RadioShack. Yes. You can connect The Edge server to a computer monitor with a VGA connection. In fact, you can connect The Edge server to a monitor (television or computer) equipped with a composite video, S-video, dvi or VGA connection. Keep in mind that you can connect The Edge server to one monitor at a time only. You cannot connect the server to both a TV and a computer monitor simultaneously. When you restart The Edge server, it determines which video port to use. No. The Edge server hosts only the programs designed for it and is not equipped to handle any other programs you may have. No. Neither The Edge server nor its programs are compatible with Macintosh computers. Yes, CAESY Enterprise 7.0 supports a dual independent monitor setup. When enabled, you can select which monitor will play CAESY Previews videos and which monitor will play CAESY stills. For more information, see the online help, which is available from the user interface or contact a Customer Support representative. Call 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. All updates, including new CAESY and Smile Channel presentations, improvements to the software, new features, and new programs are delivered on CD or DVD disks, depending on your system. For information about changing practice information in CAESY Enterprise 7.0 after installation, see the online help, which is available from the user interface or contact a Customer Support representative. Call Customer Support 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. Yes. You can create and select as many customized CAESY menus as you like. For information about customizing CAESY menus, see the online help, which is available from the user interface. Check the following possibilities: Ensure that The Edge server is connected and turned on. Ensure that CAESY Previews has been selected as your screen saver. For more information about Previews, see the online help, which is available from the user interface or contact a Customer Support representative. Call 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 36 of

40 I do not see the bottom half of the ShowCase window. I do not see Smile Channel on my television. I do not hear Smile Channel audio on my television. Ensure that your workstation s Display Properties settings are set to 96 dpi. Check the following possibilities: Ensure that the video cable is plugged in firmly at both ends. Ensure that your television is set to the correct input. Ensure that your television is turned on. If you recently changed connections, restart The Edge server. Check the following possibilities: Ensure that the audio cable is plugged in firmly at both the television and The Edge server. Ensure that your television is set to the correct input. Ensure that your television is turned on. Verify that the volume on the television is turned up. For more information, see the online help, which is available from the user interface 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 37 of

41 Contact Patterson Technology Center 1201 SE Tech Center Drive Suite 110 Vancouver, WA Sales Customer Support Assistance is also available 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 from 8 A.M. to 5 P.M. Central Time, Monday-Friday at us at ptc.support@pattersondental.com CAESY Enterprise 7.0 Pg 38 of