ABELDent Platfrm Setup Cnventins 1 Intrductin 1.1 Purpse f this dcument The purpse f this dcument is t prvide prspective ABELDent licensees and their hardware vendrs with the infrmatin that they will require t prepare fr the installatin and peratin f ABELDent. It will start with a brief verview f typical platfrms, and then prvide specific infrmatin that will be required t cnfigure an ABELDent ready platfrm. The sectins n cnfiguratin are mderately technical and intended primarily fr the use f the hardware vendr r IT prfessinal that will be cnfiguring the system. They are nt detailed instructins, it is expected that a cmpetent IT prfessinal will be familiar with these ubiquitus platfrms, and understand the cnventins. If yur hardware vendr needs clarificatin n any f the pints, please have them call r email ABEL. We are happy t cperate and wrk with yur hardware vendr t ensure that they get all the infrmatin required t get yur system setup fr ABELDent. 1.2 General Platfrm Overview ABELDent runs n the Micrsft Windws perating systems, and the Micrsft Jet database. ABELDent is als available using the Micrsft SQL Server 2000 database. ABELDent is designed t scale frm small peer t peer netwrks with just a cuple wrkstatins, t larger netwrks in busy clinics with dedicated servers serving administrative and clinical wrkstatins in peratries. The smaller netwrks, with less than ten wrkstatins, can be served by a wrkgrup cnsisting entirely f cmputers running the Micrsft Windws XP Prfessinal perating system. In this envirnment the file server is typically used as a wrkstatin. On larger netwrks with 10 r mre wrkstatins, a file server with the Micrsft Windws 2003 Server perating system (r Windws 2000 Server) is required. The Windws 2003 Server perating system supprts larger netwrks and advanced features such as Active Directry security dmains, disk mirrring, terminal services, and many ther features and tls. Sme practices with less that 10 wrkstatins pt fr a dedicated server with the server versin f the perating system in rder use active directry, r disk mirrring, r ther such features. Nte: SQL Server 200x Standard Editin will nt wrk n a server running Windws XP. 1.3 Hw t prceed ABEL recmmends that when lking int purchasing yur hardware, perating system, and ther sftware fr ABELDent that yu get at least three qutes. Please make sure that yu prvide the ABELDent recmmended hardware requirements, and these setup cnventins, s that the hardware vendr can include setup t these cnventins in the price that yu are quted. Current hardware requirements are always available n the ABEL website http://www.abeldentalsftware.cm. Sme custmers pt t purchase their wn hardware frm vendrs that d nt prvide setup and installatin services. In such cases yu are likely t require the services f an experienced technical persn wh can understand these setup cnventins and cnfigure the system(s) in cnfrmance with the cnventins. If yu are dealing with a hardware vendr that yu have nt wrked with in the past, ABEL recmmends checking references. In many areas ABEL can prvide the names f hardware vendrs wh have prepared ABELDent systems in the past. ABELDent Setup Cnventins Page 1 f 7 Last updated June 26, 2009
ABELDent Platfrm Setup Cnventins 2 Server Setup Cnventins 2.1 Operating system 2.1.1 Windws XP Prfessinal File Server 2.1.1.1 Setup Please cnfrm t the fllwing cnventins when setting up the Windws XP Prfessinal File server We recmmend an NTFS file system. Setup TCP/IP as the netwrk prtcl. We nrmally cnfigure TCP/IP t btain an IP autmatically. ABEL recmmends a ruter with a firewall n all high speed Internet cnnectins. The ruter if available usually des DHCP. If there is nt a ruter, XP will use Autmatic Private IP Addressing (APIPA). Name the cmputer with the custmer s ABEL client ID number. Fr example if the ABEL custmer ID number is CØ9999 ODG, name the server CØ9999. Yu can get the custmer ID number by calling ABEL s prductin department and asking fr it. TURN OFF simple file sharing. Open My cmputer > Tls >Flder Optins >G t the view Tab>Uncheck simple file sharing. While yu are here als uncheck Hide extensins fr knwn file types. Create an accunt fr ABELDent users. An accunt can be set up fr each user, but yu shuld be aware that this accunt wuld have t be set up n all client machines frm which the user will be running ABELDent. This will require a little mre nging maintenance t administer the accunts when yu have staff changes. It is up t individual custmers t decide what is best fr their practice. The ABELDent users shuld nt be part f the administratr grup; they shuld be part f the user grup. Ensure that each accunt has a passwrd. The users shuld change their passwrd the first time they lg in. Disable the guest accunt. Put a passwrd n the administratr accunt. Make sure that the apprpriate persn at the ffice r clinic has this passwrd. Nrmally the dentist, ffice manager, r IT persn. If the custmer will nt have Internet access, then install and cnfigure Ruting and Remte Access Server (RRAS) s that ABEL will have a means f accessing the machine, shuld the custmer need supprt. Install pcanywhere if the custmer has purchased it t facilitate supprt. If a custmer des nt have pcanywhere, enable Remte Desktp access t facilitate remte supprt by ABEL. Enable Remte Assistance if the machine will have an Internet cnnectin and an email accunt (r msn messenger) t cnvey the request fr help. Steps t cnfigure RRAS Setup mdem Netwrk cnnectins>create a new cnnectin>wizard starts>next>setup an Advanced cnnectin>next>accept Incming cnnectins>next>select mdem>next> Select d nt allw virtual private cnnectins>next>select the ABEL supprt user > Next >Check TCP/IP>Next>Finish ABELDent Setup Cnventins Page 2 f 7 Last updated June 26, 2009
ABELDent Platfrm Setup Cnventins Create an accunt fr ABEL t use if they have t lg in t prvide supprt fr the prduct. Please cntact ABEL directly t prvide the username and passwrd. Make sure that the ABEL user has dial in permissins and is part f the users grup. Set the display reslutin t at least 1024x768. Install the mst recent perating system service pack, and all critical patches and htfixes frm Micrsft. Turn ff any CPU pwer savers. Display pwer savers shuld be fine, but refrain frm using third party screensavers. Turn ff Hibernatin. Install the latest drivers fr all printer(s). Install and cnfigure any required tape backup drivers and prgrams. ABEL recmmends the backup prgram that cmes with Windws XP Prfessinal. Shrtcuts shuld be setup n the desktp fr apprpriate users, t: The backup prgram, t facilitate ASR (Autmatic System Recvery) backups, Perfrm a Full System backup with System State, Data nly backups. This will have t be setup after ABELDent is installed. ABEL recmmends that the ABELDent flder and its sub flders be backed up. Nte: A regular user will nt have apprpriate privileges t perfrm full system backups; any users that perfrm backups will have t be added t the Backup Operatr s grup. A backup schedule can als be set. Mst custmers will have enugh space available n tape t perfrm a full backup with system state n a daily basis. This is recmmended fr small ffices withut an n site IT persn t ensure that all data frm all applicatins is backed up. Mre sphisticated backup rtatins can be set up if and when space becmes an issue. If the custmer has a high speed always n Internet cnnectin it is recmmended that Autmatic Updates be turned n. Turn ff unnecessary Services such as Messenger, IIS (If it will nt be needed) and FTP. If using these services d nt allw annymus access. Nte that sme practices use ABEL s case presentatin sftware & will need IIS. Install and cnfigure a reputable Antivirus Prduct. Set it up t autmatically get updates regularly. It shuld be cnfigured fr Real time scanning and fr at least 1 full disk scan per week. Sme prducts require that ABELDent be added t exceptins. 2.1.1.2 Testing If there is n Internet cnnectin, test RRAS by calling in via the mdem using Dialup Netwrking. Test Remte Assistance, Remte Desktp Sharing, r pcanywhere. Test Windws printing. 2.1.2 Windws 2003 Server 2.1.2.1 Setup Please cnfrm t the fllwing cnventins when setting up a Micrsft Windws 2003 Server. We recmmend that an Active directry dmain be set up. ABELDent Setup Cnventins Page 3 f 7 Last updated June 26, 2009
ABELDent Platfrm Setup Cnventins We recmmend an NTFS file system. Setup TCP/IP as the netwrk prtcl. Cnfigure a DHCP server t assign the IP addresses if there is n Ruter. ABEL recmmends a ruter with a firewall n all high speed Internet cnnectins. The ruter if available usually des DHCP. Name the cmputer with the custmer s ABEL client ID number. Fr example if the ABEL custmer ID number is CØ9999 ODG, name the server CØ9999. Yu can get the custmer ID number by calling ABEL s prductin department and asking fr it. An Active directry dmain is nrmally set up if using Windws 2003 Server. With AD, user accunts nly have t be set up n the server, nt n each wrkstatin. Create an accunt fr each user. Ensure that each accunt has a passwrd. The users shuld change their passwrd the first time they lg in. Disable the guest accunt. Put a passwrd n the administratr accunt. Make sure that the apprpriate persn at the ffice r clinic has this passwrd. Nrmally the dentist, ffice manager, r IT persn. If the custmer will nt have Internet access, then install and cnfigure Ruting and Remte Access Server (RRAS) s that ABEL will have a means f accessing the machine, shuld the custmer need supprt. Install pcanywhere if the custmer has purchased it t facilitate supprt. If a custmer des nt have pcanywhere, enable Remte Desktp access t facilitate remte supprt by ABEL. Enable Remte Assistance if the machine will have an Internet cnnectin and an email accunt (r msn messenger). Create an accunt fr ABEL t use if they have t lg in t prvide supprt fr the prduct. Please cntact ABEL directly t prvide the username and passwrd. Make sure that the ABEL user has dial in permissins and is part f the users grup. If ABELDent will ever be run n the server set the display reslutin t at least 1024x768. Install the mst recent perating system service pack, and all critical patches and htfixes frm Micrsft. Turn ff any CPU pwer savers. Display pwer savers shuld be fine, but refrain frm using third party screensavers. Turn ff Hibernatin. Install the latest drivers fr all printer(s). Install and cnfigure any required tape backup drivers and prgrams. ABEL recmmends the backup prgram that cmes with Windws 2003. Shrtcuts shuld be setup n the desktp fr all users, r apprpriate users, t: The backup prgram, t facilitate ASR (Autmatic System Recvery) backups, Perfrm a Full System backup with System State, Data nly backups. This will have t be setup after ABELDent is installed. ABEL recmmends that the ABELDent flder and its sub flders be backed up. Nte: A regular user will nt have apprpriate privileges t perfrm full system backups; any users that perfrm backups will have t be added t the Backup Operatr s grup. A backup schedule can als be set. Mst custmers will have enugh space available n tape t perfrm a full backup with system state n a daily basis. This is recmmended fr small ffices withut an n site IT ABELDent Setup Cnventins Page 4 f 7 Last updated June 26, 2009
ABELDent Platfrm Setup Cnventins persn t ensure that all data frm all applicatins is backed up. Mre sphisticated backup rtatins can be set up if and when space becmes an issue. If the custmer has a high speed always n Internet cnnectin it is recmmended that Autmatic Updates be turned n. Setup the grup plicy t: Nte: This is an ptinal step t enhance security lgs. Audit successful and unsuccessful accunt lgin events, Audit successful and unsuccessful accunt management events, Accunt lckut t 3 invalid lckut attempts, and the lckut duratin t 3 days (4320 min), and the reset accunt lckut cunter t 1 day (1440 min). Turn ff unnecessary Services such as Messenger, IIS (If it will nt be needed) and FTP. If using these services d nt allw annymus access. Nte that sme practices use ABEL s case presentatin sftware & will need IIS. Install and cnfigure a reputable AntiVirus Prduct. Set it up t autmatically get updates regularly. It shuld be cnfigured fr Real time scanning and fr at least 1 full disk scan per week. Sme prducts require that ABELDent be added t exceptins. 2.1.2.2 Testing If there is n Internet cnnectin, test RRAS by calling in via the mdem using Dialup Netwrking. Test Remte Desktp Sharing r pcanywhere. Test Windws printing frm all wrkstatins, t all printers t which they will need t print. 2.2 Database 2.2.1 Micrsft Jet Database The Jet Database is installed autmatically alng with ABELDent. 2.2.2 Micrsft SQL Server 2000 Install MS SQL Server 2000 if the custmer has purchased Micrsft SQL Server 2000 Standard Editin r SQL Server 2000 that cmes with the f MS Small Business Server Premium Editin. Remember t install all Service packs and htfixes fr Micrsft SQL Server 2000. ABELDent uses Windws authenticatin. If the custmer will be using the free MSDE versin that cmes bundled with ABELDent then the ABELDent installatin will als install SQL Server. The ABELDent installatin will create the required databases and create a shrtcut, under Start>Prgrams>ABELDent Administratin. This shrtcut will run a script t autmate the creatin f typical maintenance schedules and backup jbs. ABELDent Setup Cnventins Page 5 f 7 Last updated June 26, 2009
3 Client Machine Setup ABELDent Platfrm Setup Cnventins 3.1 Windws XP Prfessinal client machine 3.1.1 Setup Please cnfrm t the fllwing cnventins when setting up Windws XP Prfessinal client machines: We recmmend an NTFS file system. Setup TCP/IP as the netwrk prtcl. We nrmally cnfigure TCP/IP t btain an IP autmatically. ABEL recmmends a ruter with a firewall n all high speed internet cnnectins. The ruter usually des DHCP if there is a high speed Internet cnnectin. If there is nt a ruter, XP will use Autmatic Private IP Addressing (APIPA). Name the cmputer with the custmer s ABEL client ID number fllwed by a hyphen and a numeric extensin. Fr example if the ABEL custmer ID number is CØ9999 ODG, name the first client machine CØ9999 1, the secnd client machine CØ9999 2, and s n TURN OFF simple file sharing. Open My cmputer > Tls >Flder Optins >G t the view Tab>Uncheck simple file sharing. While yu are here als uncheck Hide extensins fr knwn file types. Create accunt(s) fr ABELDent users. The Accunt names and passwrds must exactly match the accunt(s) created n the server. The users shuld nt be part f the administratr grup, they shuld be part f the Users grup. Yu can create a grup fr ABELDent users but n mst systems, all regular users will be ABELDent users s the regular users grup can be used instead. Ensure that each accunt has a passwrd. The users shuld change their passwrd the first time they lg in. (this will have t be dne fr each user n all machines). Disable the guest accunt. Put a passwrd n the administratr accunt. Make sure that the apprpriate persn at the ffice r clinic has this passwrd. Nrmally the dentist, ffice manager, r IT persn. Set the display reslutin t at least 1024x768. Install the mst recent perating system service pack, and all critical patches and htfixes frm Micrsft. Turn ff any CPU pwer savers. Display pwer savers shuld be fine, but refrain frm using third party screensavers. Install the latest drivers fr all printer(s). If the custmer has a high speed always n Internet cnnectin, it is recmmended that Autmatic Updates be turned n. Turn ff unnecessary Services such as Messenger, IIS (If it will nt be needed) and FTP. If using these services d nt allw annymus access. Nte that sme practices use ABEL s case presentatin sftware & will need IIS. Install and cnfigure a reputable AntiVirus Prduct. Set it up t autmatically get updates regularly. It shuld be cnfigured fr Real time scanning and fr at least 1 full disk scan per week. Sme prducts require that ABELDent be added t exceptins. ABELDent Setup Cnventins Page 6 f 7 Last updated June 26, 2009
3.1.2 Testing ABELDent Platfrm Setup Cnventins Test Windws printing frm all wrkstatins. Make sure that the client machine can cnnect t the server and access shares created n the server. If yu create test shares, please remember t remve them when yu are thrugh. ABELDent Setup Cnventins Page 7 f 7 Last updated June 26, 2009