Network Upgrade Installation Instructions

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1 Helper Instructions Copyright 2006 VantageMed Corporation. All rights reserved. The information in this document is subject to change without notice and should not be construed as a commitment by VantageMed Corporation. VantageMed Corporation assumes no responsibility for any errors that may appear in this document. The software described in this document is furnished to the purchaser under a license and may be used or copied only in accordance with the terms of such license. Any reproduction of this document in whole or in part, by any means, for any purpose whatsoever, is strictly prohibited. Additional copies may be obtained from VantageMed Corporation. Northern Health Anesthesia, SecureConnect, and ChartKeeper are registered trademarks of VantageMed Corporation. All other trademarks are the property of their respective owners.

2 Upgrade Installation Instructions Follow the instructions below to complete a of Helper Software. Before You Upgrade Before you upgrade to Helper Software v.7.3 from an earlier version, we recommend the following: 1. Run all of your outstanding bills and process all of your outstanding electronic insurance claims. 2. Run the Helper Software Data Integrity Check utility by selecting Start All Programs Helper Software Data Integrity Check in Windows. 3. Back up your Helper Software database by selecting Utilities Backup Data from the main menu. 4. The database transfer to Helper Software v.7.3 from previous versions can be time consuming (several hours on larger databases). When you schedule a time to run the upgrade, you should take this information into account. Note (for upgrades from v.6.0 through v.6.3): The shared network folder was eliminated to further protect your data. However, this change will cause you to lose any Word Mail Merge or Excel Export templates that you have created in prior versions. You should note down the names and criteria for each of your Word and Excel templates before upgrading. The Word Mail Merge and Excel Export feature has been moved to the Reports section of Helper Software and the layouts for these exports must be recreated. You will not have to recreate the Main documents used in the Word Mail Merge, however they must locate these files on their computers as they are stored outside of Helper Software. 5. Back up your Helper Software data. Please refer to the Helper Software Backup Instructions available at our website at Running the Upgrade Installation 1. Install Helper Software Database Server Software on the computer that will be the server for your Helper Software data. a. Place the Helper Software Installation CD in the CD ROM drive of the computer where you will install the Helper Software Database Server. The installation should start automatically. If the installation wizard does not start automatically: i. From the Windows Desktop, open My Computer. ii. Double-click the CD ROM drive. iii. Double-click cdsetup.exe. 2 of 5

3 b. If you downloaded the software from the web, double-click on the file you downloaded to launch the installation wizard and skip to step d below. c. Click Helper Network. The second wizard screen displays: d. Click Helper Server. The Installation Wizard will guide you through the installation process. 3 of 5

4 e. Restart your computer (when prompted). 2. Install the Helper Software Client Software on the same machine where you installed the Helper Database Server in Step 1. a. Place the Helper Software Installation CD in the computer s CD ROM drive. b. Click Helper Network. c. Click Helper Upgrade and the Installation Wizard will guide you through the installation process. d. In the Installation Wizard immediately after choosing the Destination Location for your Helper Software Installation, you will be notified that This update requires a Data Transfer. On this screen select Automatically run the Transfer when done installing. Click the Next button and continue to follow the Installation Wizard. e. Immediately following the Helper Software installation, the Helper Software Transfer will start. Click OK to the warning to close all applications and OK to the warning to backup your data (as you already backed up your data in Step 1). Then, click Begin Transfer and allow the transfer to run. 3. Install the Helper Software Client software on all of the other computers on which you will use Helper Software. a. For all workstations, follow the instructions for Steps 2a and 2b. b. Click Helper and the Installation Wizard will guide you through the installation process. 4. Un-share the Data directory used in previous versions (for upgrades from v.6.0 through v.6.3). a. Select My Computer C: Program Files Show Files (if necessary) Helper. b. Right click the Data directory and select the Sharing tab. 4 of 5

5 c. Clear the Share this folder check box. d. Click Apply and then click OK. Note: It is strongly recommended that you back up your networked Helper Software from the server or workstation where your Helper Software Database Server is installed. To review how to backup your Helper Software data, please consult Helper Software s help system by clicking Help Contents in the Helper Software Help menu. 5 of 5

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