MedicalDirector Clinical Installation Guide

MedicalDirector Clinical Installation Guide

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Download MedicalDirector Clinical Installation Guide

Getting Started

 Before you get started, please ensure:

  • Your practice meets the requirements for running the Precedence Connector. See Technical Requirements
  • All Windows updates have been completed and up to date, systems rebooted where required
  • You have an unrestricted Windows account that allows you to install and configure the Precedence Connector on both the server and user workstations

 

 Installation Checklist

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 A Bit of Background

The Precedence Connector integrates with MedicalDirector Clinical. It must be installed locally on all required computers.

Where more than one user requires the Precedence Connector, we recommend using Client-Server mode.

In Client-Server mode the Connector is first installed on the database server and adopts the role of the Precedence Server. All database and user settings are stored on the Precedence Server.

Any remaining user workstations or terminal profiles can then be installed and configured to Client mode.

Where only one user requires the Precedence Connector software, Standalone mode is recommended as the operation mode. Here, database and user settings will be stored locally.

The import path is configuration separately, via MedicalDirector, at any stage. This step can be configured just once, where a global path is selected.

  

SERVER Installation

Download and Install Precedence Connector

  1. Download Connector application at https://inca.health/connector/download.html
  2. Run installation wizard
  3. Select Operation mode when prompted. Test and click Next 

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Configure Database Settings

  1. Click the Precedence Connector icon in the taskbar and select Settings
  2. Navigate to the Clinical Software tab
  3. In the Database server instance section, replace localhost and enter in the database server name or IP address
  4. Test and Apply

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Configure User Settings
  1. Click the Precedence Connector icon in the taskbar and select Settings
  2. Navigate to the Inca tab
  3. Select relevant user from the list of MD users and click Edit
  4. Enter the supplied Precedence username and password
  5. Save and Apply

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Create an Inca Documents folder on the Network

1. Create a folder titled Inca Documents on the Network (Ensure everyone has full permission to read and write to this folder from any workstation).
2. Right click on the Inca Documents folder, click Properties and then select the Sharing tab.
3. Click on the Share... button.


4. Select Everyone to share the folder and then change the Permission Level to Read/Write.


5. Click on the Share button to share the folder.


6. Complete a sanity check - Open File Explorer on the client machine and paste in the file path for the network shared folder created (\\DEV-VM-YONG\Inca Documents). Check the user is able to create a test folder and test file as shown below.


Configure Import path  

1. Log in to Medical Director Clinical
2. Navigate to Manage Communications via the Tools menu
3. In the General tab, set the Import Database to MD Live Data and the Import Interval to 2 minutes 


4. In the Setup Data Transfer tab, click Add
5. Enter Inca Documents into Description and Category fields
6. Click ‘…’next to Import Folder and Export Folder and search for Inca documents folder by expanding the Network drop down and selecting the required shared folder 
7. Ensure top two and bottom tick boxes are ticked
8. Select Close & Save

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CLIENT Installation

Download and Install Precedence Connector

  1. Download Connector application at https://inca.health/connector/download.html
  2. Run installation wizard
  3. Select Operation mode when prompted. Enter the SERVER name, Test then click Next 

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STANDALONE Installation  

Please refer to SERVER installation instructions. Standalone mode is the default Operation mode so no Operation mode configuration is required here.

 

 

 

 


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