GE Healthcare. Installation Guide 3.3.1X. escriptmessenger (esm) MARCH GE Healthcare

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1 GE Healthcare Installation Guide 3.3.1X escriptmessenger (esm) MARCH 2012 GE Healthcare

2 All information is subject to change without notice. Unauthorized duplication is strictly prohibited. Centricity and Logician are registered trademarks of General Electric Company. Kryptiq Corporation 1920 NW Amberglen Parkway, Suite 200 Beaverton, OR Copyright 2011 by Kryptiq Corporation All rights reserved Kryptiq and the Kryptiq logo are registered trademarks of Kryptiq Corporation. All other trademarks, registered trademarks, brand or product names are the property of their respective owners. 2 esm Installation Guide March 2012

3 Contents Installation Worksheet... 4 Run the esm 3.x Clinic Installer... 6 Run the esm Configuration Wizard Configure Folder Security & Service Account Set Up the Interface Kits IIS Settings for 2008 R Create esm Console Shortcut Set Scheduled Tasks esm Installation Guide March

4 Installation Worksheet Before you start the installation, gather the information you will need during the installation and write it down or enter it in a Notepad document. The following worksheet is from the esm Pre- Installation Guide. During the installation, you will access the following systems: esm Server SQL Server DTS Server Clinic Contacts On-Call During Installation Clinical technical contacts Name and phone number Accounts and Permissions EMR or CPS login DTS server account with Admin permissions EMR database admin user (Oracle or SQL) Default prescriber(s) Test patient erx Manager (eprescribing Manager) esm server account with Admin permissions esm Agent Windows domain service account With administrative and signing permissions to send test prescriptions and access Link Logic configurations. An account with Administrator permissions on the DTS Server that can update the permissions to the LinkLogic share. Usually ml for Oracle and sa for SQL. Physical address, phone number, fax number, and Location of Care. Must have an NPI number in the Centricity database First name, last name, birth date, gender, and zip code. Used for sending test electronic prescriptions. A delegate or provider with the ACCESS Electronic Prescribing privilege who will receive failed REFREQ (refill request) flags. A clinic user who will manage the esm console. Read and Modify access to the LinkLogic share. Local administrator permissions on the esm server. Used with the Refill Requests (REFREQ) workflow. 4 esm Installation Guide March 2012

5 Servers and Databases esm clinic database location CPS SQL server and database EMR Oracle TNS Name Server name and IP address. For multiple locations of care, need names and IP addresses for all. To locate: 1. Launch the CPS client. 2. On the Start Centricity web page, Database Server is the SQL server name and Database is the database name. To locate: 1. Launch the EMR client. 2. Open the Administrative Tools folder. In the Data Sources (ODBC) panel, select the User DSN tab. 3. Highlight MLO_, and then click the Configure button. The text to the right of TNS Service Name is the Oracle TNS name. EMR database and DTS downtime The time each goes down and comes back up. Will schedule esm service to stop during these times. Other LinkLogic UNC path To locate: 1. Browse to one of these locations: EMR: GO > Setup > Settings CPS: Administration > System 2. Expand the LinkLogic folder and then click on Stations. 3. Scroll through the list of stations to locate one that one where the Type displayed is DTS. 4. Click this station and copy the text to the right of Location of LinkLogic folder. This is the LinkLogic path. NOTE: Some clinics may have more than one DTS server. If so, have someone at the clinic verify which DTS server is going to be used with esm. Clinic hours of operation Need to know when people are using the EMR and not using the EMR so that you can schedule the formulary downloads during off hours. Also necessary for scheduling start/stop Kryptiq services tasks. These settings are entered after the installation. See the esm Configuration and Testing Guide. esm Installation Guide March

6 Run the esm 3.x Clinic Installer 1. First, download the latest 3.x clinic installer. 2. Run the esm installer package by double-clicking it. 3. Click the Next button on the first screen to continue. 6 esm Installation Guide March 2012

7 4. Accept the License Agreement by clicking on the radio button to the left of I accept the license agreement and then click the Next button to continue. esm Installation Guide March

8 5. Enter the clinic s information in the Full Name and Organization text boxes. Then click the Next button to continue. 6. If the clinic wants to change the default path, click the Browse button and select the new path. If not, click the Next button to continue. 8 esm Installation Guide March 2012

9 7. Enter the MS SQL database server being used to host the esm clinic database. 8. Select the SQL Authentication radio button and enter the SQL User Name and SQL Password. 9. Click the Next button to continue. esm Installation Guide March

10 10. Click the Next button to continue. Several pop-ups screens will flash. 11. Click the Finish button to exit the esm Clinic Installer. 10 esm Installation Guide March 2012

11 Run the esm Configuration Wizard 1. To open the esm Configuration Wizard, click Start > All Programs > Kryptiq Corporation > escriptmessenger > Configure escript Messenger. 2. The Welcome to escritpmessenger Clinic Configuration Wizard window will display. Press next> to proceed. esm Installation Guide March

12 3. Select Configuration Task for a new install click on Setup new installation. Press next> to proceed. 12 esm Installation Guide March 2012

4. EsmClinic Database Connectivity and Configuration. You will need to enter the location of the SQL Server Name, SQL Database Name, and the SQL Authentication information.

13 4. EsmClinic Database Connectivity and Configuration. You will need to enter the location of the SQL Server Name, SQL Database Name, and the SQL Authentication information. Note you should create a unique esmclinic name if you have more than one esmclinic database attached to your SQL server. Example esmclinicmain, esmclinicwest. Windows NT Authentication can be used if you have a local version of SQL installed on the esm server. However, use SQL authentication anytime you have the esmclinic DB on a remote SQL server. 5. Click the Connect button once you have entered the required information. You will see the handshake on the left-hand side, the bottom of the screen will display the patch level and date/time. Press next> to proceed. esm Installation Guide March

see the handshake on the left-hand side, the bottom of the screen will display the

14 6. The GE Centricity Connectivity configuration screen appears, shown below. 7. Enter the credentials for the Centricity environment then clinic on Connect You will see the handshake on the left-hand side, the bottom of the screen will display the Centricity Version Build and Service pack. Press next> to proceed. 14 esm Installation Guide March 2012

8. In the GE Centricity Configuration screen you need to complete the LinkLogic section, enter the location for the LLogic Data In Folder and the Error Folder.

15 8. In the GE Centricity Configuration screen you need to complete the LinkLogic section, enter the location for the LLogic Data In Folder and the Error Folder. If need to confirm the folder locations, go to Centricity and check: If Oracle: Click Go > Setup > Settings > LinkLogic > Stations. If CPS: Click Administration > System > LinkLogic > Stations. Click on Verify Compatibility Press next> to proceed. esm Installation Guide March

16 9. The next screen is designed to enter Proxy settings if you have one click on Enable Proxy and enter the necessary values. If not just press next>. 16 esm Installation Guide March 2012

17 10. Fill out the Administrator Details section. This section will create the initial esm Admin Console login. Make note of this account! This account will be used to login into the esm Admin Console once you can access the console you can then create additional esm Admin console accounts for the clinic in a later chapter. Press next> to proceed. esm Installation Guide March

11. From Clinic Registration, enter the registration information for this clinic and download the Pharmacy file. The following is an example of the registration information.

18 11. From Clinic Registration, enter the registration information for this clinic and download the Pharmacy file. The following is an example of the registration information. It includes the URL for ESM Central production server. Click on the Register button to register the clinic on the network. The screen should return green success results for the Clinic registration and pharmacy download see the example below. 18 esm Installation Guide March 2012

19 Press next> to proceed. Do not start the Agent service we will change the account that starts that account later in the instructions. You must click on Finish to save the settings on previous screens. Press Finish Exit >. esm Installation Guide March

Configure Folder Security & Service Account Configure the Service Account The next step is to configure the service account that will run the Kryptiq esm Agent Service.

20 Configure Folder Security & Service Account Configure the Service Account The next step is to configure the service account that will run the Kryptiq esm Agent Service. NOTE: Make sure you have an esm Agent Windows domain Service Account with Read and Modify permissions to the EMR or CPS LinkLogic Share. For details, see the esm Pre-Installation Guide. 1. Expand Services and Applications then click on Services. 2. Scroll through the list of available services until Kryptiq esm Agent Service is found. Right click this service and then click on Properties. 3. Within the Properties window click on the Log On tab and enter in the custom service account information. 20 esm Installation Guide March 2012

Right-click My Computer and click Explore.

21 4. Click the OK button to close the service s properties. 5. Start the service. Configure Security for the escriptmessenger Clinic Folder 1. Right-click My Computer and click Explore. Then browse to the Kryptiq esm Installation folder. The default path is: C:\Program Files\Kryptiq Corporation\eScriptMessenger Clinic. esm Installation Guide March

22 2. Right-click the escriptmessengerclinic folder and click Sharing and Security. 3. Click the Security tab and add the service account that will be used to run the esm Agent service. Give this service account Full Control access. Once the account has been added and Full Control permissions allowed click the Advanced button. 22 esm Installation Guide March 2012

A security warning appears. 5. Click Yes to continue. 6.

23 4. Check the checkbox to the left of Replace permission entries on all child objects with entries shown here that apply to child object then click the OK button. A security warning appears. 5. Click Yes to continue. 6. Click the OK button to close the security properties of the escriptmessenger Clinic folder. esm Installation Guide March

Set Up the Interface Kits Set Up the Interface Kits Log in to the EMR Import the Interface Kits Create the Relationship Have the clinic log into the EMR with an Admin or super user account.

24 Set Up the Interface Kits Set Up the Interface Kits Log in to the EMR Import the Interface Kits Create the Relationship Have the clinic log into the EMR with an Admin or super user account. The account must have access to LinkLogic settings. 1. In the LinkLogic folder, select the Import Interface Kits configuration sub-section. 2. Click the Import Interface Kit button. 3. Browse to the install path of esm. The default installation path is: C:\Program Files\Kryptiq Corporation\eScriptMessenger Clinic\EncounterForm\InterfaceKit 4. Open the folder that corresponds to the clinic s EMR version. 5. Highlight the ESMRX.ikt file and click the Open button. 1. In the LinkLogic folder, select the Relationships configuration subsection. 2. Click the New... button under the Relationships section. 3. On the Change Relationship window, create the following relationship: Direction: Import Type: Lab Results Format: HL7 Unique Name/ID: escriptmessenger Description: RX Patient ID Set: EMR Patient ID 4. Click the OK button to close the Change Relationship window. 5. Click the OK button again to close the pop-up message window. 24 esm Installation Guide March 2012

Configure Task Options 1. In the LinkLogic folder, select the Task Options configuration sub-section. 2. Under the Import Tasks folder expand the Lab Results folder. 3.

$In Windows Explorer, browse to the esm install path: C:\Program Files\Kryptiq Corporation\eScriptMessenger Clinic\EncounterForm\InterfaceKit. 2.$

25 Configure Task Options 1. In the LinkLogic folder, select the Task Options configuration sub-section. 2. Under the Import Tasks folder expand the Lab Results folder. 3. Click the escriptmessenger sub-section. 4. Uncheck Allow non-equivalent unit conversions, and then click OK to close the pop-up window. Configure Patient Matching Options 1. Select the Field Matching tab. 2. Select External patient ID (PID-2). Add the noobxline.ixp and nolabfooter.ixp, and HL7PID.ixp Files 1. In Windows Explorer, browse to the esm install path: C:\Program Files\Kryptiq Corporation\eScriptMessenger Clinic\EncounterForm\InterfaceKit. 2. Open the corresponding folder for the clinic s EMR version. 3. Copy the noobxline.ixp, nolabfooter.ixp, and HL7PID.ixp files, and then open the window that was brought up via the run command previously. 4. Paste the files into the folder, and close the window. 5. Go back into the EMR and click the New button under Configuration files. 6. For File type, select Add On Import/Export Protocol file (IXP) from the drop-down list. esm Installation Guide March

7. Click the ellipse button to the right of File name to display the network location that the noobxline.ixp file was just coped into. 8. Select the noobxline.ixp file and click the Open button. 9.

26 7. Click the ellipse button to the right of File name to display the network location that the noobxline.ixp file was just coped into. 8. Select the noobxline.ixp file and click the Open button. 9. Repeat steps 5 thru 8 with the nolabfooter.ixp and HL7PID.ixp files. The configuration should look like this when completed: Import the Clinical Kits 1. In the System folder, select the Import Clinical Kits sub-section. 2. Click the Import Clinical Kit button to open the Import Clinical Kit window. 3. Browse to the default esm installation path C:\Program Files\Kryptiq Corporation\eScriptMessenger Clinic\EncounterForm\ClinicalKit 26 esm Installation Guide March 2012

27 and select the Esmrx.ckt file. Click the Open button. If any pop-up windows appear click Yes. 4. Wait for the import to complete, close all the way out of the EMR, and then log back in. 5. Repeat steps 1 thru 4, but import the ESMDTENC.ckt file this time. esm Installation Guide March

IIS Settings for 2008 R2 IIS Application Pool settings Run the Server Manager, expand Roles After the esm installer adds the web sites the following settings need to be made.

28 IIS Settings for 2008 R2 IIS Application Pool settings Run the Server Manager, expand Roles After the esm installer adds the web sites the following settings need to be made. Click on Web Server (IIS) Click on Internet Information Services (IIS) Manager This will show the IIS start page find your server then double click on it. Locate APPLICATION POOLS Step 1. Right click DefaultAppPool, select Basic Settings, Change the Managed pipeline mode: from Integrated to Classic. <Click OK> (As shown in picture below) Step 2. Right click DefaultAppPool, select Advanced Settings Make the following changes in the Advanced Settings window. (General) Enable 32-Bit Applications: change setting from False to True 28 esm Installation Guide March 2012

Click on the down arrow change the setting from Application Pool Identy to

29 Process Model Identity: Click on Identity a dropdown option will appear [.] click on this and the Application Pool Identify box will pop up. Click on the down arrow change the setting from Application Pool Identy to LocalSystem <Click OK> (as shown in screenshots below) Step4 Click on PrescriberWebService esm Installation Guide March

Right-click on Anonymous Authentication In the Edit Anonymous Authentication Credentials pop up set the Anonymous user

30 Double click on Authentication From the list of Groups only the follows should groups be enabled Anonymous Authentication Forms NOTE: This will be done on both EsmConsole and PrescriberWebService (as shown in picture below): Step 5. Right-click on Anonymous Authentication In the Edit Anonymous Authentication Credentials pop up set the Anonymous user identity to: Application pool identity This must be done on both EsmConsole and PrescriberWebService 30 esm Installation Guide March 2012

31 esm Installation Guide March

32 Create esm Console Shortcut For the esm Admin Console shortcut, create a new shortcut using the following for the location: Replace *ServerName* with the actual server name. 32 esm Installation Guide March 2012

33 Set Scheduled Tasks Set Task Scheduler: RESTART A RESTART task is often used for a CPS installation this is where we find the EMR available 100%, no EMR downtime for a backup. A RESTART time in the AM works best i.e. 6am matching the formulary s do not run between start time will help prevent a formulary download when you users are accessing the EMR. RESTART 2008 R2 Go to the Server Manager IMPORTANT RESTART does not require a follow-on task. STOP, on the other hand, requires a follow-on START task 1. Do either of the following: Click Start, right-click Computer, and then click Manage. In the Run box, type manage and for Server Manager double click. 2. Expand Configuration. 3. Double-click Task Scheduler. 4. Click Create a Basic Task. 5. Enter task information, as follows: NAME: Kryptiq Service Restart <Click Next> When do you want the task to start? Daily <Click Next> Start: 4/01/ :00 AM Use today s date and match the formulary Do not run between start time - ie 6am <Click Next> What action do you want the task to perform? Start a Program <Click Next> Program/script Locate the esmrestart.bat file found in: "C:\Program Files (x86)\kryptiq Corporation\eScriptMessenger Clinic\Bin\esmrestart.bat" <Click Next> SUMMARY review the Name Trigger - Action FINISH TEST to ensure the task functions. esm Installation Guide March

34 Set Task Scheduler: STOP and START A STOP task is often used when you need to stop the Kryptiq service for a period of time. For instance if the EMR has a backup window this task should STOP the service before the backup followed up with a START task at the end of the backup. You will be creating 2 separate tasks. STOP Task - START Task 2008 R2 Go to the Server Manager IMPORTANT RESTART does not require a follow-on task. STOP, on the other hand, requires a follow-on START task Create a STOP Task 1. Do either of the following: Click Start, right-click Computer, and then click Manage. In the Run box, type manage and for Server Manager double click. 2. Expand Configuration. 3. Double-click Task Scheduler. 4. Click Create a Basic Task. 5. Enter task information, as follows: NAME: Kryptiq Service Stop <Click Next> When do you want the task to start? Daily <Click Next> Start: 4/01/2011 9:55 PM Use today s date and the a few minutes before the EMR backup window. <Click Next> What action do you want the task to perform? Start a Program <Click Next> Program/script Locate the esmstop.bat file found in: "C:\Program Files (x86)\kryptiq Corporation\eScriptMessenger Clinic\Bin\esmstop.bat" <Click Next> SUMMARY review the Name Trigger - Action FINISH NOW create another Task to START the Kryptiq service. 34 esm Installation Guide March 2012

35 Create a START Task 1. Double-click Task Scheduler. 2. Click Create a Basic Task. 3. Enter task information, as follows: NAME: Kryptiq Service Start <Click Next> When do you want the task to start? Daily <Click Next> Start: 4/01/ :55 PM Use today s date and the a few minutes after the EMR backup window. <Click Next> What action do you want the task to perform? Start a Program <Click Next> Program/script Locate the esmstart.bat file found in: "C:\Program Files (x86)\kryptiq Corporation\eScriptMessenger Clinic\Bin\esmstart.bat" <Click Next> SUMMARY review the Name Trigger - Action FINISH TEST to ensure that both tasks function. esm Installation Guide March

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