Clinical Audit Tool Installation Guide

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Clinical Audit Tool

Installation Guide

These Release Notes contain important information for all Medtech Users.

Please ensure that they are circulated amongst all your staff.

We suggest that these notes are filed safely for future reference.

Clinical Audit Tool – Installation Guide

Copyright © Medtech Ltd

Table of Contents Getting Started 3

Pre-requisites 3

System Requirements 4

Server 4

Client 4

Other Environments 4

CAT Installation Process 5

Installing Internet Information Service on Different Machines 20

Installing IIS on Windows 7 Machines 20

Installing IIS on Windows 2003 Server 22

Installing IIS on Windows XP Machines 24

Using the Windows Scheduler to run the Data Extraction Utility 25

Run the Extraction Utility in the Background 35

Run the Data Extraction Utility Manually 39

For further information on the Clinical Audit Tool Installation process, please contact Medtech

Support on 0800 263 3832 - Option 1 or send us a fax, toll free on 0800 263 3832 or

email: [email protected]

mailto:[email protected]



Getting Started

Pre-requisites

The following pre-requisites must be met for optimum performance of the Clinical Audit Tool

(CAT). Please ensure all pre-requisites are met before proceeding with the installation process:

Your practice MUST be on Medtech32 Version 19.9 or above. If you ARE NOT on

Medtech32 Version 19.9 or above, please DO NOT continue and contact the Medtech

Helpdesk for assistance.

Before installing the Clinical Audit Tool, please ensure that Medtech 32 has the latest

MIMS updates installed.

Before installing the Clinical Audit Tool, please run the Pre-install Check utility to

determine if your machine environment meets the necessary pre-requisites to install and

run CAT.

Your practice MUST have Medtech32 in the Intranet (Local Network). Once CAT is

integrated with Medtech32, CAT can be used through Citrix and Terminal Servers as

well.

Ensure that your machine has Internet Information Services (IIS) version 5.1 or higher

installed before you install the Clinical Audit Tool.

The Clinical Audit Tool requires .NET Framework 2.0 or above installed on your

machine/server. Whilst installing the Clinical Audit Tool the installer will check if the .NET

Framework 2.0 or above pre exists on your machine, and if not, it will prompt you to

install it before proceeding further with the CAT installation.

The Clinical Audit Tool requires the IB Provider OLE DB Driver to be installed on your

machine/server. Whilst installing the Clinical Audit Tool the installer will check if the IB

Provider OLE DB Driver pre exists on your machine, and if not, the installer will provide

the option to install the IB Provider OLE DB Driver.

The Clinical Audit Tool is a browser based tool and it has been tested with Internet

Explorer 7.0, 8.0 and 9.0 beta and Firefox 3.0. Best performance was noted with Internet

Explorer and it is therefore recommended that users run the Clinical Audit Tool with

Internet Explorer.

The Clinical Audit Tool uses Fusion Charts for its Graphing capability. Adobe Flash

Player version 8 and above is required for this purpose. While running the Clinical Audit

Tool for the first time on your machine there will be an automatic prompt which will guide

you to the Adobe website to download the Flash Player. The Adobe Flash Player has

also been included on the Clinical Audit Tool installation CD for users to select and

install.



System Requirements

Server

Windows Server 2003 - Ideal Operating System(32 /64 bit OS)

Windows Server 2008 Standard & Small Business Server (SBS) also supported (32 /

64 bit OS)

Windows 7 with IIS installation (32 /64 bit OS)

Windows XP (32 /64 bit OS)

NOTE: In order to support Interbase connectivity in 64 bit OS, a 64 bit Interbase Client is a

prerequisite and supplied with CAT installation.

5+ Concurrent Users

2 GHz+ CPU

2 GB RAM

10 GB database space

10+ Concurrent Users

2 GHz+ CPU

2 GB+ RAM

80 GB database space

NOTE: CAT should be installed on the server or in a networked Environment. The Clinical Audit

Tool integration with Medtech32 will not work for operating systems that are not Windows

based.

Client

2 GHz+ CPU

2 GB RAM

Other Environments

XenApp (Citrix)

Remote Desktop Services



CAT Installation Process

The installer for the Clinical Audit Tool will install all software, drivers and frameworks required

for the Clinical Audit Tool to function.

The Latest Version of Clinical Audit Tool can be downloaded from our website

www.medtechglobal.com.

Select the Region: New Zealand from the Region dropdown list on the top right corner

of the screen. New Zealand Home Page will be displayed.

Select from the menu, Medtech Online Clinical Audit Tool Downloads. Clinical

Audit Tool Downloads page will be displayed

OR Click on the hyperlink below to move to the download section: http://www.medtechglobal.com/nz/medtech-online-nz/mo-cat-nz/catnz-downloads.html

To install the Clinical Audit Tool – Download and Run Clinical Audit Tool Installer.

http://www.medtechglobal.com/

http://www.medtechglobal.com/nz/medtech-online-nz/mo-cat-nz/catnz-downloads.html



1. Clinical Audit Tool installation wizard screen will be displayed.

2. An Installation Information screen showing the pre-requisites for the Clinical Audit Tool

installation will be shown. Ensure that the pre-requisites are meet before proceed with

the installation.

3. To check if the machine environment meets the pre-requisites for installation, click the

‘Run the compatibility check now’ button. A CAT Pre-install Check window will be

opened displaying the pre-requisite settings on the particular machine.



If the machine environment does not meet the pre-requisite requirements, the CAT Pre-

Install Check screen will highlight which pre-requisites need to be updated.



4. Click Save and Close button to save and close the CAT Pre-install Check window. A

message box will be displayed as shown below confirms the Pre-requisites details will

be saved as a RTF file in the following path ‘C:\Users\...’ Click OK button to continue the

installation.



5. If the machine environment meets the pre-requisites, click on the Next button in the

Installation Information screen. Select Installation Folder screen will be displayed as

shown below. By default the instalaltion path will be “C:”, if required user can change the

installation path by clicking on the Browse button. Click Next to continue the installation

process.

6. The Installer will check for the .NET Framework 2.0 on the machine which is a

prerequisite for CAT installation.

If the .NET Framework 2.0 is already installed, the below message ‘Installation

Aborted’ will not be displayed. Go to Step 7 to continue the CAT Installation.

If the .NET Framework is not installed, a prompt will be displayed to first install the

framework before proceeding further, as shown below. Clicking the OK button will

cancel the CAT installation.



7. After checking for the .NET Framework 2.0 or above, the IBProvider Setup Wizard

screen will be displayed.

If the IBProvider is already installed in the machine, then click Cancel button and go

to Step 14 to continue the CAT Installation Process.

If the IBProvider is not installed previously in the machine, then click Next to start

install the IBProvider

8. The License Agreement screen will be displayed. Read the terms of the license

agreement and select the option “I accept the agreement”. Click Next to continue the

installation process.



9. Select Destination Location screen will be displayed. By default the destination path

will be displayed as ‘C:\Program Files\LCPI_IBProvider’. If required, user can select a

different destination folder by clicking on the Browse button. Click Next to continue the

installation.



10. IBProvider Select Components screen will be displayed. Ensure all the checkbox

options are selected and click the Next button.



11. Ready to Install screen will be displayed. Click Install to begin the IBProvider

installation.

12. The IBProvider Driver Installing screen will display the progress of the installation.



13. IBProvider Installation completed screen will be displayed. Click Finish to exit

IBProvider setup.



14. The installer will automatically detect the presence of Internet Information Service (IIS)

version 5.1 or above in the machine.

If the machine is already installed with IIS, the ‘Installation Aborted’ message given

below will not be displayed. Go to Step 15 to continue the CAT Installation.

If the machine does not have IIS version 5.1 or above installed, it will prompt a

message box to install IIS version 5.1 or above before proceeding further. Clicking

the OK button will abort the CAT installation.

On Windows 7 machines, IIS can be installed in parts, so it is possible that a pre-

existing installation would have installed the partial components of the IIS. For this

situation, the CAT installer will automatically detect if partial components have been

installed and will display a prompt accordingly as shown below and abort the CAT

installation.

For IIS installation, please refer to Installing Internet Information Service on Different

Machines section.



15. CAT Installation progress screen will be displayed as shown below:

16. The Installation will automatically select the database for the Clinical Audit Tool to be

connected to, based on the Registry of the Medtech32 installation, and during the

installation process a prompt will be shown giving the details of the database path and

the machine name where the Clinical Audit Tool has been installed.

17. HealthStat Screening Terms import screen will be displayed, if registered with

HealthStat. Select the option ‘Yes, Import HealthStat Screening Terms’ and click OK

button to import the screening terms that are specific for HealthStat queries into the

Screening Mapper.



18. CAT Data Extraction Utility screen will be displayed. Select the option ‘Yes, Extract

the CAT data during installation process’ and click OK button to run the CAT Data

Extraction Utility during the installation process. This utility will extract the data required

for analysis from the MT32 database and will populate the CAT database.

IMPORTANT NOTE If the option ‘Yes, Extract the CAT data during installation process’ is unselected, the

CAT installation will be completed and then the user can use the Windows scheduler to

schedule the running of the extraction utility or this can be run manually (Please refer to

section ‘Using the Windows Scheduler to run the Data Extraction Utility’ &

‘Running the Data Extraction Utility Manually’)

19. CAT Installation Completed screen will be displayed. Click Finish to complete the CAT

installation.



20. The user will then be prompted to restart their machine to complete the installation.

Ensure that the computer is restarted before proceeding further. But if you have selected

to run the data extraction utility during the installation process itself then you would have

to wait till the extraction is done to restart your machine.

21. The installation process will save the Clinical Audit Tool in a specific deployment folder

titled MedtechCAT. The CAT installer will give this folder full access permission for

ASP.NET automatically and this will be done for all systems be it XP, Vista or Windows

server.



22. Once CAT has been installed, log into Medtech32. To launch CAT, go to CAT menu

Launch Clinical Audit Tool, as shown below.

A CAT custom browser will open displaying the CAT home page as shown below.



Installing Internet Information Service on Different Machines

If the user wants to proceed with IIS installation, they must know that this process varies

according to the system being used. The details are given below:-

Installing IIS on Windows 7 Machines

1. Go to Start menu Control Panel Programs and Features and click on the link

“Turn Windows features on or off”.



2. In the “Turn Windows features on or off” screen, expand the IIS section and tick the

selection boxes under Web Management Tools & World Wide Web Services as shown

below. Click the OK button and all IIS components should be installed sucessfully.



Installing IIS on Windows 2003 Server

1. Go to Start menu Control Panel Add or Remove Programs to bring up the Add

or Remove Programs screen and click on the Add/Remove Windows Components

icon as shown below:

2. Windows Components Wizard screen will be displayed. Select the component titled

Application Server as shown below and click the Next button. This will install all the

components required for IIS and the machine will be ready for the remaining process of

CAT installation.



IMPORTANT NOTE Overriding Security Restrictions in Windows 2003 Server Because of security restrictions in Windows 2003 server, it is possible that even after installing

IIS and CAT successfully in your server you may not be able to access CAT. To overide this

restriction, the following steps must be performed:-

Open IIS Manager by typing INETMGR at RUN command.

In IIS Manager, expand the local computer and click Web Service Extensions.

In the details pane, click ASP.NET v2.0 web service extension.

Clicking the “Allow” button will remove the restrictions on your server.

Internet Explorer’s high security restriction can occassionally block the functionalities of CAT. It

is advisable to add the CAT URL in the trusted/Allow lists.



Installing IIS on Windows XP Machines

1. Go to Start menu Control Panel Add or Remove Programs to bring up the Add

or Remove Programs screen and click on the Add/Remove Windows Components

icon as shown below:

2. Windows Components Wizard screen will be displayed. Select the component titled

Internet Information Services (IIS) as shown below and click the Next button. This will

install all the components required for IIS and the machine will be ready for the

remaining process of CAT installation.



Using the Windows Scheduler to run the Data Extraction Utility

To run CAT Data Extraction Utility on scheduled intervals of time users can use the windows

scheduler, given below are the steps how this can be done:

1. Go to Start menu Control Panel Administrative Tools Task Scheduler to

bring up the Task Scheduler window.

2. Click on the Task Scheduler Library (on the left pane) to view the list of Scheduled

Tasks.

3. Click on the Create Task link (on the right pane) to bring up the Create Task window.

There are five more tabs available in this window.



General Tab

Enter the name of the task to be displayed in the Task Scheduler window

Ensure that the Author field will be displayed with <domain name>\Administrator



Select the option ‘Run whether user is logged on or not’ to run the task even if the

user logged on or not

Select the checkbox option ‘Run with highest privileges’

Trigger Tab

This trigger causes the task to run according to a schedule, and the trigger settings allow

the user to set the schedule. User can choose to schedule the task at one time, or on a

daily, weekly, or monthly schedule.

Click on the New… button to bring up the New Trigger window.

Ensure that the option ‘On a Schedule’ is selected in the Begin the task field

Select an appropriate schedule from the Settings section.



One time – If this option is selected, then it is mandatory to choose a date and time

to trigger the task.

Daily – If this option is selected, then it is mandatory to choose the recurrence

interval for the task and the date and time to start the task. An interval of 1 produces

a daily schedule and an interval of 2 produces an every other day schedule. The task

will start at the specified time each day.

Weekly – If this option is selected, then it is mandatory to choose the recurrence

interval for the task, the date and time to start the task, and the days of the week in

which to start the task. An interval of 1 produces a weekly schedule and an interval

of 2 produces an every other week schedule. The task will start at the specified time

on each of the specified days.

Monthly – If this option is selected, then it is mandatory to choose the months to

start the task and the days of the month or the days of the week for the selected

months to start the task.



Tick the option ‘Repeat task every’ to set a repetition time interval for the task.

Select an appropriate repetition time interval from the respective drop down list to

run the task, wait for the time interval specified and then run again.

Select an appropriate interval from the respective dropdown list to continue this

cycle until the duration time is met.

Tick the option ‘Stop any task that runs longer than’ and select an appropriate

time interval from the dropdown list to stop long running tasks.

Tick the option ‘Expire’ and select an appropriate date and time intervals from the

respective dropdown lists for the trigger to expire.

Click OK button. The selected trigger details will be displayed in the Trigger tab as

shown below:



Actions tab

Click on the New… button to bring up the New Action window.

Ensure that the option ‘Start a Program’ is selected in the Action field.

In the Settings section, click on the Browse button and select the file

CATAccessByXML.exe from the MedtechCAT Bin folder.



Click OK button in the New Action window. The Selected file will be displayed in the

Action tab as shown below:



Conditions tab

Ensure that the option ‘Start the task only if the computer is on AC power’ is

selected.

Unselect the option ‘Stop if the computer switches to battery power’.

Tick the option ‘Wake the computer to run this task’.



Settings tab

Ensure that the options ‘Allow task to be run on demand’ and ‘Run task as soon

as possible after a scheduled start is missed’ are selected

Tick the option ‘If the task fails, restart every’ and select an appropriate time

interval from the dropdown list to restart the task if the task fails to run

Ensure that the option ‘Stop the task if it runs longer than’ and select an

appropriate time interval from the dropdown list to limit the amount of time the task

is allowed to run

Ensure that the option ‘If the running task does not end when requested, force it

to stop’ is selected. If this option is selected, the task will be forced to stop if the

task does not respond to a request to stop.

4. Click OK button to create a Task. User Account Information window will be displayed.



5. Enter the Administrator Password and click OK button.

6. Task for CAT Extraction Tool has been created and will be displayed in the Task

Scheduler Library as shown below:



7. During the specific Scheduled time the ‘Clinical Audit Tool - Data Extraction’ screen

will be displayed. Click on the Start button to extract the data from MT32 database and

to be populated into CAT application.

Run the Extraction Utility in the Background

1. To run the Utility in the Background, double-click the CAT Extraction Tool file in the

Task Scheduler Library.

2. The Scheduler properties window (CAT Extraction Tool properties) will be displayed.

Click on the Actions tab.



3. Click on the Edit button to bring up the Edit Action window.



4. Enter the capital letter ‘A’ in the Add arguments (optional) field and click OK button.

5. The argument letter ‘A’ will now be displayed at the end of the Utility path name in the

scheduler properties window.



6. Click OK button to run the utility under a background process so that no User Interface is

displayed every time the extraction utility runs based on the scheduler settings.



Run the Data Extraction Utility Manually

1. If the user wants to update the CAT database under certain circumstances like say after

inputting the screening mapper parameters or if you want some data updated in MT32 to

be populated in CAT immediately, under these circumstances the CAT Data Extraction

Utility can be run manually.

2. During the CAT installation process a shortcut to the Data Extraction Utility is added to

the desktop of the computer CAT is installed on

3. This can be also done by going to MedtechCAT folder ► Bin ►

CATAccessByXML.exe

NOTE: This process can take several minutes or several hours based on the size of

your practice’s database.



4. Double-click this .exe to bring up the Clinical Audit Tool - Data Extraction screen as

shown below. Click Start button to extract the data from MT32 database and to be

populated into CAT application.

5. The Extraction Utility screen will display the log of the tables that are being populated, so

the user can view the start and end time for the data extraction process for each of these

tables that are being populated in CAT Database.

6. If the extraction process completes successfully without any errors, a message

Extraction Completed will be displayed. Click Close to close the screen.

Clinical Audit Tool Installation Guide

Documents

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