CGM webscan Client Setup Packet

CGM webscan Client Setup Packet

2 CompuGroup Medical US CGM webscan Client Setup Packet Revised: 12.10.2015 Table of Contents Notice... 3 About This Document... 3 Instructions... 3 CGM webscan Technical Requirements... 4 Server Requirements... 4 Client Computer Requirements... 4 Workstation Installation Instructions... 5 Installation and Registration... 5 Verify Express Service Application is Running... 6 Confirm Internet Explorer (IE) Configuration... 6 Verify.Net Trust... 6

CompuGroup Medical US CGM webscan Client Setup Packet Revised: 12.10.2015 3 NOTICE CompuGroup Medical, Inc. believes the information contained in this documentation to be accurate at the time of publication and reserves the right to make improvements in the product described herein at any time and without notice. This manual is copyrighted and contains proprietary information and may not, in whole or in part, be copied, photocopied, reproduced, translated, or reduced to any electronic media or machine-readable form without written authorization from CompuGroup Medical. The software described in this manual is the original work of the authors and is copyrighted with all rights reserved by CompuGroup Medical, Inc. Prior to making any upgrades or changes to your server or workstations (hardware or software) you should obtain the most recent version of this document. It is crucial to review the document with your IT Department/Hardware vendor to make sure that any upgrades or changes made will not prevent CGM webscan from functioning properly. You can contact CompuGroup Medical at 888-627-7633 to request a copy of this document or you can access the Knowledge Tree folder in CGM webpractice Help to download a copy. ABOUT THIS DOCUMENT This document outlines the technical requirements needed to properly implement CGM webscan. This document is directed towards an Information Technology audience. INSTRUCTIONS Initial the CGM webscan Technical Requirements section to acknowledge understanding. (Page 4) Sign the document to acknowledge understanding and completion of installation. (Page 8) Return the entire packet to your Project Manager.

4 CompuGroup Medical US CGM webscan Client Setup Packet Revised: 12.10.2015 CGM WEBSCAN TECHNICAL REQUIREMENTS The technical requirements for CGM webscan are listed below. Server Requirements Details CGM webpractice Must meet the current CGM webpractice System Requirements. The most current version of the CGM webpractice System Requirements for Hosted and Self-Hosted clients can be found in the Knowledge Tree folder in CGM webpractice Help. Must be running on the most current version of CGM webpractice. Your Project Manager can provide you with the current version number. Initials Client Computer Requirements Internet Browser Details Microsoft Internet Explorer version 9, 10, or 11 with 128-bit Encryption Note: IE 10 and IE 11 are supported using Compatibility View only. Internet Explorer configured for CGM webpractice. Scanner A Twain compliant scanner must be installed on each workstation that will be using CGM webscan. Recommended: Inuvio EcoScan Card Scanners, Document Scanners and Automatic Document Feed Scanners. Operating System Note: Windows 8 does not support CGM webscan. Initials

CompuGroup Medical US CGM webscan Client Setup Packet Revised: 12.10.2015 5 WORKSTATION INSTALLATION INSTRUCTIONS The installation of the CGM webscan software must be performed on each workstation that will be using a scanner. A local administrator login is required to perform the installation steps. Installation and Registration 1. Log on to the workstation as a local administrator. 2. Download the installation software from the link you should have received in an email from Inuvio or use the applicable link below: a. www.innovativescanning.com/downloads/expressserviceapplication5.0-32bit.exe b. www.innovativescanning.com/downloads/expressserviceapplication5.0-64bit.exe. 3. Run the downloaded installation file. 4. The License Manager prompts you to enter the license key that you should have received via email. 5. Enter the registration information and click OK. 6. The Express Service Application starts installing. 7. Enter an administrator user account for your local workstation and click Save. 8. The End User License Agreement (EULA) displays. Accept and select the shortcuts you want to create. Select the scanner model that is (or will be) installed on this workstation. 9. After registration is complete, the Live Update service runs and a globe icon displays in the system tray on your desktop. Live Update will update the Express Service Application and the OCR templates to the most current version. Live Update icon

6 CompuGroup Medical US CGM webscan Client Setup Packet Revised: 12.10.2015 WORKSTATION INSTALLATION INSTRUCTIONS (cont.) Verify Express Service Application is Running After the Live Update service has finished downloading and installing any updates, the Express Service Application icon will display in the System Tray. CGM webscan will not function within CGM webpractice until the Express Service Application is actively running and the icon is displayed. Express Service Application icon Confirm Internet Explorer (IE) Configuration Prior to logging into CGM webpractice, you should confirm that IE has been configured properly using the most current instructions available. The documents for configuring IE can be can be found in the Knowledge Tree folder in CGM webpractice Help. Verify.Net Trust To verify that Microsoft.Net security has been set correctly you will first need to open a Command Prompt window. Navigate to the Command Prompt program (Start, All Programs, Accessories, Command Prompt) and right-click Command Prompt. When the menu displays, select Run as Administrator.

CompuGroup Medical US CGM webscan Client Setup Packet Revised: 12.10.2015 7 WORKSTATION INSTALLATION INSTRUCTIONS (cont.) Verify.Net Trust (cont.) When the Command Prompt window opens, type the following text exactly as shown. cd C:\windows\microsoft.net\framework\v2.0.50727 Press Enter caspol m cg 1.5 FullTrust Press Enter yes Press Enter

8 CompuGroup Medical US CGM webscan Client Setup Packet Revised: 12.10.2015 WORKSTATION INSTALLATION (cont.) Verify.Net Trust (cont.) Confirm the following message displays: Changed code group permission set to FullTrust in the Machine level. Success Close the Command Prompt window. This completes the installation and setup process. Sign to acknowledge understanding of the CGM webscan Technical requirements and completion of the Workstation Installation Instructions. Authorized IT Representative Name Signature Date Title