Perceptive Interact for EpicCare Link

Perceptive Interact for EpicCare Link Installation and Setup Guide Version: 2.1.x Written by: Product Knowledge, R&D Date: July 2018

Copyright 2014-2018 Hyland Software, Inc. and its affiliates.

Table of Contents Perceptive Interact for EpicCare Link... 4 Prerequisites... 4 Overview of the setup process... 4 Add an EpicCare user... 4 Grant privileges to an EpicCare user... 5 Configure 7.1.x and higher for Perceptive Interact for EpicCare Link... 5 Download and Configure Perceptive Interact for EpicCare Link... 7 Download Perceptive Interact for EpicCare Link... 7 Configure Perceptive Interact for EpicCare Link... 7 Configure the INEpicCareLink.ini file... 7 Configure the programmatic ID in Epic... 9 Appendix A: INEpicCareLink.ini definitions... 10 Appendix B: Troubleshooting... 12 Documents do not load in EpicCare Link... 12 Missing Perceptive Interact for EpicCare Link logs... 12 3

Perceptive Interact for EpicCare Link Perceptive Interact for EpicCare Link allows a user to access a document stored in Perceptive Content directly from the EpicCare Link interface. The solution also provides a method for EpicCare Link users to view documents stored in Perceptive Content as separate TIFF image files by combining them into a single, multi-page TIFF file. Prerequisites You must install and have access to the following programs before installing Perceptive Interact for EpicCare Link. Perceptive Content Server and Client, versions 7.1.x and higher Perceptive Integration Server, versions 7.1.x and higher Epic 2012, Epic 2014, Epic 2015, Epic 2016, Epic 2017, or Epic 2018.NET Framework, version 4.0 or higher File Conversion Service 3.0 or higher Overview of the setup process Complete the following procedures in order. 1. Add an EpicCare user 2. Optional. Grant privileges to the EpicCare user. 3. Configure Perceptive Content 7.1.x and higher for Interact for EpicCare Link. 4. Download and extract Interact for EpicCare Link. 5. Configure the INEpicCareLink.ini file. Add an EpicCare user To add an EpicCare user, complete the following steps. 1. To add the service user to authentication, add a local account to your Lightweight Directory Access Protocol (LDAP) Server or on Perceptive Content Server. 2. To add the service user to Perceptive Content, complete the following substeps. 1. Log into Management Console as a Perceptive Manager. 2. In Management Console, in the left pane, click Users. 3. In the right pane, on the User Profiles tab, use one of the two options to add a user: 1. Click New, type EpicCare user, press Enter. 2. Click Import, follow the Import Users wizard to add the new user. 4. Highlight the new user and then click Modify. 4

5. In the Modify User Profile dialog box, in the left pane, click Personal Information. 6. In the right pane, under Miscellaneous, select the Is Active check box and click OK. 7. In the left pane, click Privileges. 8. In the right pane, click Global Privileges, click Deny All, click Apply, and then click OK. 9. Close Management Console and Perceptive Content. Grant privileges to an EpicCare user To grant privileges to an EpicCare user, complete the following steps. 1. Log into Management Console as a Department Manager. 2. Use the Select Department drop-down menu to select the correct department. 3. In the left pane, click Users. 4. Highlight the new user and then click Modify. 5. In the left pane, click Privileges. 6. In the right pane, click Drawer Privileges. 7. In the right pane, in the Drawer list, select Medical Records. 8. Under Privileges, under Content, click the icons adjacent to Open and Search until Grant displays, and then click Apply. 9. Close Management Console and Perceptive Content. Configure 7.1.x and higher for Perceptive Interact for EpicCare Link Individual Perceptive Interact for EpicCare Link users do not access Perceptive Content directly. Perceptive Interact for EpicCare Link authenticates as a service user and retrieves documents from Perceptive Content. The service user is a standard Perceptive Content user with limited privileges. For more information on adding users, refer to the Perceptive Content Update Guide. For the service account, you set privileges that accommodate the needs of your EpicCare Link users. The privileges allow you to restrict access to sensitive Perceptive Content documents. The following example demonstrates one way to configure Perceptive Content. In this scenario, you set privileges to view documents in an unrestricted drawer, labeled Medical Records. You may modify the privileges to fit your particular security rules. For more information on types of privileges, refer to the Privilege Definitions Overview topic. 1. To add the service user to authentication, add a local account to your Lightweight Directory Access Protocol (LDAP) Server or on Perceptive Content Server. 2. To add the service user to Perceptive Content, complete the following substeps. 1. Log into Management Console as a Perceptive Manager. 2. In Management Console, in the left pane, click Users. 3. In the right pane, on the User Profiles tab, use one of the two options to add a user: 5

1. Click New, type EpicCare user, press Enter. 2. Click Import, follow the Import Users wizard to add the new user. 4. Highlight the new user and then click Modify. 5. In the Modify User Profile dialog box, in the left pane, click Personal Information. 6. In the right pane, under Miscellaneous, select the Is Active check box and click OK. 7. In the left pane, click Privileges. 8. In the right pane, click Global Privileges, click Deny All, click Apply, and then click OK. 9. Close Management Console and Perceptive Content. 3. To add privileges, complete the following substeps. 1. Log into Management Console as a Department Manager. 2. Use the Select Department drop-down menu to select the correct department. 3. In the left pane, click Users. 4. Highlight the new user and then click Modify. 5. In the left pane, click Privileges. 6. In the right pane, click Drawer Privileges. 7. In the right pane, in the Drawer list, select Medical Records. 8. Under Privileges, under Content, click the icons adjacent to Open and Search until the Grant icon displays, and then click Apply. 9. Close Management Console and Perceptive Content. 6

Download and Configure Perceptive Interact for EpicCare Link In this section, you download and configure Perceptive Interact for EpicCare Link. Download Perceptive Interact for EpicCare Link To obtain Perceptive Interact for EpicCare Link installation files, contact the Hyland Software Technical Support group at 1-440-788-5600. Configure Perceptive Interact for EpicCare Link You configure Perceptive Interact for EpicCare Link by completing three tasks. Register your DLL file in your Windows environment. Create a logging directory to assist you in troubleshooting the solution. Grant the correct permission settings to the user or system account configured in Internet Information Services (IIS) that runs EpicCare Link. To configure Perceptive Interact for EpicCare Link, complete the following steps. 1. To register the DLL, from the Start menu, open a Command Prompt window and complete the following substeps. 1. Navigate to [drive:]\windows\microsoft.net\framework\v4.[.net version]. 2. Enter a command, as shown in the following example. RegAsm.exe "[drive:]\program Files (x86)\epic\8.2\shared Files\INEpicCareLink.dll" /tlb /codebase 2. Create a directory for the Perceptive Interact for EpicCare Link logs. For example, [drive:]\logs\epiccarelink. 3. Follow your operating system instructions to grant permissions to the EpicCare Link user or server account in IIS. 1. Grant read and write permissions to the Perceptive Interact for EpicCare Link logging directory. 2. Grant read permission for EpicCare Link Shared Files directory. For example, [drive:]\program Files (x86)\epic\8.2\shared Files. Configure the INEpicCareLink.ini file In this section, you configure the INEpicCareLink.ini file with your Perceptive Integration Server, logging, and output compression parameters. The User Audit logging option in the INEpicCareLink.ini file allows you to configure Perceptive Interact for EpicCare Link to record the documents each EpicCare Link user accesses. 7

If your Perceptive Content document contains more than one image file, the output compression parameter allows you to configure the solution to combine these images into a single, multi-page TIFF. Output compression does not alter documents stored as a single image file or a multi-page TIFF file. To configure the INEpicCareLink.ini file, complete the following steps. 1. Navigate to EpicCare Link Shared Files directory. For example, [drive:]\program Files (x86)\epic\8.2\shared Files. 2. Open INEpicCareLink.ini with a text editor. 3. Under [General], set the following parameters to your server information. Note For more information on parameter names and descriptions, see the Appendix A: INEpicCareLink.ini definitions section. Integration Server URL Integration Server Username Note This is the name of the user you created in the Configure Perceptive Content for Perceptive Interact for EpicCare Link section. Integration Server Password 4. Under [Logging], set debug.dir.file to the logging directory, such as [drive:]\logs\epiccarelink. 5. Under [Logging], set debug.level.file to a value between 0 and 3. 0. Logs only critical errors. 1. This is the User Auditing setting, recommended for standard use. 2. This is the Information setting. 3. This is the Debugging setting, recommended for troubleshooting. 6. Save and close the INEpicCareLink.ini file. 8

Configure the programmatic ID in Epic You must enter a programmatic ID in the Epic.ini file so that the Epic web server can invoke Interact for EpicCare Link. To configure the programmatic ID in Epic, complete the following steps. 1. Navigate to the EpicCare Link Shared Files directory. For example, [drive:]\program Files (x86)\epic\8.2\shared Files. Open Epic.ini with a text editor. 2. Under Enter the ProgID of an ActiveX server (MediaHandler) that implements the ICWebMedia interface, enter PerceptiveSoftware.EpicCareLink. 3. Save and close the Epic.ini file. 9

Appendix A: INEpicCareLink.ini definitions The following table provides definitions and sample data for the settings in the INEpicCareLink.ini configuration file. This table displays the INI settings under group headings in brackets, in the order the groups appear in the INI file. The table below defines and describes each setting and offers two or more options. Use this table as a guide when customizing the file. The INI file resides in the destination folder you selected during the configuration process. Group Setting Options Description [General] The General group of settings specifies Perceptive Interact for EpicCare Link settings. integration_server.url Any valid Integration Server URL in the following format: https://[integration Server]:[port]/[patch to Integration Server Specifies the URL for Integration Server. Replace [Integration Server] with the Integration Server computer name. Example https://lovelacewin7:8443/integrationserver There is no default setting. integration_server.user Any valid string Specifies the Perceptive Content username for the EpicCare Link user account. This setting is required. There is no default setting. integration_server.password Any valid string Specifies the password for the EpicCare Link user account. Configure this setting with the password specified for the above account in the operating system. This setting is required. There is no default setting. 10

Group Setting Options Description [Logging] The Logging group settings specify how Interact for Epic logs transactions and communications. debug.dir.file [drive:]/<path> Specifies the directory where Interact for Epic records the logging files. debug.level.file 0 through 3 Specifies the level Interact for Epic uses to log errors for troubleshooting. Use minimal logging unless you are debugging an issue. If you increase the logging level, make sure that you set it back down after you finish debugging. Failure to do so can slow performance and consume hard disk space. 1 through 3 = Logging is on. The higher the number, the more verbose the logging. For example, 1 offers minimal logging, whereas 3 offers the most detailed log information. 0 = Logging is off. Only critical errors are logged. 1 = User Auditing 2 = Information 3 = Debugging The default is 0. 11

Appendix B: Troubleshooting The following procedures can help you troubleshoot the Perceptive Interact for EpicCare Link solution. Documents do not load in EpicCare Link To troubleshoot the solution when documents do not load in EpicCare Link, complete the following steps. 1. Turn on the EpicCare Link logging feature in the epic.ini file. Set DebugMedia=True. 2. Retry the document. 3. Check the application log file for errors that refer to PerceptiveSoftware.EpicCareLink. Note Incorrect permissions cause most errors. For more information, refer to Configure Perceptive Interact for EpicCare Link. Missing Perceptive Interact for EpicCare Link logs To troubleshoot missing Perceptive Interact for EpicCare Link logs, complete the following steps to correct the three most likely causes. 1. Ensure the INEpicCareLink.ini file contains a valid path for the logging directory. For more information, refer to Configure the INEpicCareLink.ini file. 2. Ensure the INEpicCareLink.ini file contains a valid value for the logging level. For more information, refer to Configure the INEpicCareLink.ini file. 3. Ensure the EpicCare Link user or server account in IIS has the correct permissions to write to the log directory. For more information, refer to Configure Perceptive Interact for EpicCare Link. 12