08 - Installation and Maintenance of Health IT Systems - Lab Setup Manual

Component 8:
Installation and
Maintenance of Health IT
Systems
Lab Setup Manual
Version 2.!Sprin" 2##
Component 8 Health IT Workforce Curriculum
1
Version 2.0/Spring 2011
This material was developed by Duke University, funded by the Department of Health and Human Services, Office of the National
Coordinator for Health nformation Technolo!y under "ward Number U#$OC%%%%#$&
Contents
ote to Instructors.............................................................................................................!
"e#uire$ Components.......................................................................................................%
Virtual &achine 'latform....................................................................................................%
&icrosoft Win$o(s.............................................................................................................%
S)stem "e#uirements.......................................................................................................*
Virtual &achine creation an$ usage..................................................................................*
S)stem "e#uirements +Har$(are an$ Soft(are,-.........................................................*
et(ork Setup-...............................................................................................................*
'repare Host Computer-................................................................................................*
'repare Virtual &achines-..............................................................................................*
Transferring files into Virtual &achines..............................................................................
Vist/ an$ its 0forks1 2 open source re3ie(.........................................................................
Soft(are $epen$encies for Vist/......................................................................................4
/&/ C'T Co$es................................................................................................................4
Component 53er3ie( of 6a7s...........................................................................................8
6a7 1 8 S)stem Installation................................................................................................8
6a7 1a 2 Vist/ for 9$ucation :V: install-......................................................................;
6a7 17 2 3<Vist/ install-...............................................................................................14
6a7 1c 2 5penVist/ appliance install-..........................................................................22
6a7 1$ 2 5pen9&" appliance install-.........................................................................2;
6a7 2 2 =ser/>roup access an$ management...............................................................!.
6a7 2 2 5pen9&" user creation? $eletion an$ access control-..................................!.
6a7 ! 8 S)stem continuit) / 7ackup an$ restore of recor$s.............................................*2
6a7 ! 2 5pen9&" $ata7ase 7ack an$ restore-..........................................................*2
6a7 % 8 &ultiple clients? multiple ser3ers..........................................................................8
6a7 % 2 5penVist/ client $eplo)ment-..........................................................................8
2
$ote to Instructors
This 6a7 Setup &anual is a resource for instructors using the Installation an$ &aintenance
of Health IT S)stems component. This Component inclu$es han$s8on la7 e<periences
$esigne$ to pro3i$e stu$ents the chance to (ork $irectl) (ith ser3ers an$ clients in an
9H" s)stem.
The motto for the programming language perl is- There@s &ore Than 5ne Wa) To :o It
+T&T5WT:I or TimToa$),. This phrase is also rele3ant to soft(are an$ processes in the
9H" fiel$? as there are a num7er of 3en$ors? pro$ucts? an$ s)stems a3aila7le. S)stems
ma) 7e 7ase$ on pu7lic $omain soft(are +such as Vist/,? 5pen Source soft(are +such as
3<Vist/? Worl$Vist/? an$ 5penVist/? all 7ase$ on the pu7lic $omain Vist/? or the >'6@$
5pen 9&",? an$ proprietar) solutions +often sol$ as a package (ith a support contract.,
Aecause of the (i$e 3ariet) of soft(are? s)stems? an$ installations? this course cannot
7roa$l) co3er support for all s)stems +or e3en a large num7er of them., Instea$? it (ill
focus on a fe( specific e<amples? implemente$ (ith a focus on a specific +fictional, clinical
en3ironment. The core concepts presente$ $uring the course (ill 7e e<tensi7le to other
s)stems an$ installations.
In general? setup (ill 3ar) 7et(een components in this curriculum an$ 7et(een courses
that are pro3i$e$. =se this gui$e as a template to setup )our en3ironment to pro3i$e
stu$ents (ith access to la7 e<ercises. 9speciall) note that )ou (ill 7e re#uire$ to
$o(nloa$ an$ utiliBe soft(are from se3eral sources? an$ that up$ates or changes to that
soft(are (ill not 7e co3ere$ 7) these materials.
Sprin" 2## $ote re"ardin" Vist% installation:
The la7s for Vist/ installation +6a7 1a? 17, refer to Cache an$ Vist/ information that is in
the process of 7eing up$ate$? especiall) as regar$s the ne(est a3aila7le 3ersion
$o(nloa$a7le from the component $istri7ution (e7site.
"efer there for the ne(est material regar$ing this install? an$ check 7ack for up$ates to
this la7 manual.
!
&e'uired Components
Virtual Machine (latform
The la7s in this component are $esigne$ to 7e complete$ using 3irtual machines. Virtual
machines +or V&s, are a soft(are87ase$? isolate$ $uplicate of a real machine? allo(ing an
entire computer +ph)sical setup? operating s)stem? an$ $ata, to 7e 03irtualiBe$1 or
presente$ as an application on a host computer.
Virtual machines are e<cellent for use in la7s allo(ing a single ph)sical 0host1 computer to
run multiple in$epen$ent 3irtual computers? each (ith their o(n separate configuration.
/lso? 3irtual machines can 7e ma$e porta7le? allo(ing stu$ents (ith capa7le home
computers to 07ring the la7 home1 an$ perform la7 e<ercises outsi$e of a classroom la7.
Cinall)? 3irtual machines can 7e ma$e accessi7le remotel) 3ia a V& ser3er? allo(ing a
centrall) manage$ ser3er to pro3i$e remote access to la7 en3ironments.
This course $oes not en$orse specific 3irtual machine architectures? an$ in fact all la7s
can 7e installe$ on ph)sical e#uipment an$ multiple 3irtual machine platforms. Ho(e3er?
screenshots an$ configurations for la7s in this manual (ere complete$ (ith V&Ware
'la)er !.1.1 +freel) $o(nloa$a7le from http-//(((.3m(are.com/pro$ucts/pla)er/,?
V&Ware Workstation +snapshot function is V9"D useful for retr)ing la7s,? an$ &icrosoft
Virtual'C +freel) $o(nloa$a7le from http-//(((.microsoft.com/(in$o(s/3irtual8
pc/$o(nloa$.asp<,
+Stu$ents using Win$o(s 4 'rofessional or higher ma) choose to use 0Win$o(s E'
&o$e1? (hich pro3i$es a full)8license$ cop) of Win$o(s E'? a3aila7le for free $o(nloa$
from &icrosoft.,
Microsoft )indo*s
The la7 e<ercise platforms use$ in la7 creation is &icrosoft Win$o(s Ser3er 2008 +!287it,?
Win$o(s E' professional? an$ 6inu< preinstalle$ 3irtual machines. Se3eral 3ersions of
Win$o(s ma) 7e use$ as the platform for the la7 e<ercises? inclu$ing !287it 3ersions of
Win$o(s E'? Vista? 4? an$ Ser3er 200!. Soft(are ma) 7e 1, purchase$ or preinstalle$ on
a 'C? 2, ma$e a3aila7le as part of a campus site license agreement? !, ma$e a3aila7le as
part of a school &S:// mem7ership? or %, e3aluate$ as part of &icrosoft@s 180 $a) trial
license.
&S:// is a3aila7le from http-//ms$n.microsoft.com/en8us/aca$emic/$efault.asp< for a
nominal )earl) fee. &ore $etails an$ rules for soft(are $istri7ution are a3aila7le from the
&S:// site.
Trial soft(are for Ser3er 2008 is goo$ for 180 $a)s? after (hich a popup an$ 7ackgroun$
$ispla) (ill remin$ stu$ents that the soft(are has e<pire$. It is $o(nloa$a7le from
http-//(((.microsoft.com/(in$o(sser3er2008/en/us/trial8soft(are.asp< in t(o forms?
%
either as an IS5 file or as a configure$ VH: file +$esigne$ for use (ith Virtual'C,.
System &e'uirements
9ach 3irtual machine is to 7e configure$ (ith at least 1>A "/& an$ .0>A $isk space.
Virtual Machine creation and usa"e
Creation an$ installation of the V&s for stu$ent use are outsi$e the instructional scope of
the course 2 it is the Instructor@s responsi7ilit) to ensure that stu$ents are a7le to access a
fresh Win$o(s Ser3er 2008 installation running on a 3irtual machine platform. Dou ma)
setup for en3ironment in man) (a)s? 7ut one e<ample ma) 7e follo(e$ 7elo(-
System &e'uirements +Hard*are and Soft*are,:
8 'rocessor (ith 3irtual machine support
8 2>A "/& +% $esire$, 2 102%&A Win$o(s Ser3er 2008F *12&A 6inu< /ppliances
8 *810>A $isk space a3aila7le for each V&. . separate V&s specifie$ in la7s
$et*or- Setup:
Host computer (ith Virtual &achines on same su7net? Internet access not re#uire$ for
3irtual machines. "ecommen$ using the 0Host8mo$e1 of the 3irtual machine soft(are 2
see 0option 21 un$er 0'repare Virtual &achines1 7elo(.
(repare Host Computer:
Host computer shoul$ ha3e the follo(ing files an$ applications installe$-
8 VirtualiBation soft(are +V&Ware? Virtual'C? VirtualAo<,
8 IS5 file of 0Vista for 9$ucation1 or ph)sical :V:
8 're8$o(nloa$e$ files +(here licensing allo(s, for
o 48Bip e<tractor program like 48Gip? Win"/"? or WinGip
(((.48Bip.org
(((.(inBip.com
(((.rarla7.com
o CachH
http-//$o(nloa$.inters)stems.com/$o(nloa$/register.csp
C200;I1I0I%%.I0I<8..e<e
o 5penVista Virtual &achine /ppliance-
https-//me$sphere.org/$o(nloa$/proJect/open3ista8appliance
5penVista8/ppliance8r..4B
o 3<Vist/ 5pen Source Stack +inclu$es CachH $ata7ase an$ C'T co$es,
http-//(((.3<3ista.org/$ispla)/3<3/:o(nloa$KCorm
3<Vist/I5rgI2010I1.Bip
o 5pen9&" Virtual &achine /ppliance-
http-//(((.openme$soft(are.org/(iki/5pen9&"I:o(nloa$s
5pen9&"8!82808appliance81.Bip
*
(repare Virtual Machines:
Dou ma) ha3e stu$ents e<perience a single $o(nloa$ an$ e<traction? 7ut in or$er to sa3e
time an$ 7an$(i$th? pre8e<tract the 3irtual machines. The V& files are often compresse$
into an archi3e? either as a .Bip or .4B file. &ost computers are a7le to e<tract a .Bip file
$irectl)? 7ut .4B files must 7e e<tracte$ (ith an application that supports the format.
Win$o(s 2008 Ser3er +an$ in$ee$ e3er) 3ersion of (in$o(s, (ill attempt to install a
multitu$e of patches imme$iatel) after install. To minimiBe the $ela) in configuring a 3irtual
machine? )ou ha3e t(o options-
1, Setup the V& 7eforehan$? an$ install all up$ates an$ patches. :uplicate this V&
for la7 use.
2, :isallo( Internet access for the V& 7efore? $uring? an$ after installation. :o all la7s
(ithout Internet access.
5ption 1 (ill re#uire planning (ith respect to licensing. If )ou are using e3aluation
3ersions? )ou ha3e 10 $a)s to acti3ate a 180 $a) trial? so the 07ase1 V& (ill nee$ to 7e
re7uilt perio$icall) to pre3ent ne( copies from $ispla)ing acti3ation errors an$ 0this
soft(are ma) 7e counterfeit1 messages. If acti3ate$? the e3aluation 0timer1 (ill 7egin
$ecrementing? re$ucing the amount of time the soft(are ma) 7e use$. &ore information is
a3aila7le from &icrosoft at http-//support.microsoft.com/k7/;%8%42.
5ption 2 (ill allo( all la7s in this gui$e to 7e complete$ full)? 7ut re#uires some care in
configuring the 3irtual net(orking for the V&s. &ost 3irtual machine en3ironments
+V&Ware? VirtualAo<? Virtual'C, allo( the V&s to 7e connecte$ to an 0internal1 net(ork 2
one that e<ists solel) in the host computer. This (ill allo( communication 7et(een V&s?
an$ to the host computer? 7ut (ill not allo( V&s to access net(ork resources outsi$e that
3irtual net(ork. In V&Ware an$ VirtualAo<? the V& settings shoul$ ha3e the net(ork
a$apter configure$ for 0Host85nl)1. Cor Virtual'C? the a$apter shoul$ 7e connecte$ to
0Internal et(ork1? 7ut this has a significant limitation- the host computer (ill not 7e a7le to
communicate (ith the internal net(ork. To resol3e this? )ou coul$ a$$ a loop7ack net(ork
a$apter an$ attach to it instea$? as outline$ in this (e7site
+http-//i<7tla7s.com/articles2/cm/3irtualiBation83pc83ser38page1.html,
Transferrin" files into Virtual Machines
Cop) to/from =SA $ri3e? create an .iso image or 7urn to C:? cop) from net(ork. &ost
straightfor(ar$l) for (in$o(s guest 3irtual machines? install the 3irtual machine assistance
utilities +V&Ware Tools? Virtual'C@s Integration Ceature? or VirtualAo< share$ fol$ers,.
Vist% and its .for-s/ 0 open source re1ie*
Vist/ (as create$ 7) an$ for the =S :ept of Veteran@s /ffairs for use in an$ among V/
care facilities. /s a pro$uct of the =S go3ernment? it is not un$er cop)right? an$ is
.
therefore pu7lic $omain material? a3aila7le through the Cree$om of Information /ct
+C5I/,. This C5I/ Vist/ is a3aila7le from the :epartment of Veterans /ffairs ftp site? or 3ia
a maile$ re#uest for a :V:.
Since the source co$e is a3aila7le an$ not cop)righte$? it is consi$ere$ 5pen Source
soft(are. This allo(s it to 7e use$ as the 7asis for e<tension? or 0forke$1? creating a
$istinct piece of soft(are (ith $ifferent capa7ilities an$ licenses. Three $eri3ati3e
platforms that ha3e 7een forke$ in this manner are
12Vista 7) :SS +http-//3<3ista.org/$ispla)/$s/Home,?
3penVista 7) &e$Sphere +https-//me$sphere.org/in$e<.Jspa,? an$
)orldVist% +http-//(orl$3ista.org/Worl$Vist/,.
5ne of the reasons for these forks is to pro3i$e a 3ersion of Vist/ that is more customiBe$
to a particular nee$F for instance? V<Vist/ is $esigne$ to i$entif) patients (ithout using a
Social Securit) um7er? an$ (ithout reference to 3eterans.
/n alternati3e +an$ simplifie$, install for 5penVist/ an$ Worl$Vist/ is a3aila7le 7) using
the /stronaut Vist/ installer suite? (hich is a simple packaging of 7oth client applications
for (in$o(s as (ell as 6inu< packages for =7untu/:e7ian or "e$Hat/Cent5S 6inu<
ser3ers. http-//astronaut3ista.com/ has the links for $o(nloa$ an$ more $etails.
"esources for 5pen Source 9H"- http-//me$sphere.com/resources/miscellaneous
Soft*are dependencies for Vist%
The programming language use$ (i$el) in 9H" management is calle$ M4M(S? or M. Cull
training for this programming language is not pro3i$e$ 7) this component. &ore
information is a3aila7le at http-//(((.har$hats.org/m/&main.html.

The $ata7ase platform use$ (i$el) is Cach5 from Inters)stems? (hich re#uires a license
2 it is not 5pen Source soft(are. Ho(e3er? Inters)stems has an aca$emic licensing
program calle$ CachH Campus? an$ an e3aluation $o(nloa$ of its soft(are a3aila7le that
allo(s a single user license. These shoul$ 7e goo$ for one )ear. Soft(are an$ an
e3aluation license is also a3aila7le from :SS +pro3i$ers of 3<Vist/, at &ore information is
a3aila7le at http-//(((.inters)stems.com/cache/e$ucation/cachecampus/in$e<.html an$
http-//(((.inters)stems.com/cache/$o(nloa$s/in$e<.html.
%M% C(T Codes
The /merican &e$ical /ssociation has create$ a set of Current 'roce$ural Terminolog)
co$es for reporting? recor$ing? an$ 7illing purposes. These co$es are sol$ 7) the /&/?
an$ ha3e significant licensing an$ use restrictions outsi$e of aca$emic en3ironments.
4
Component 31er1ie* of Labs
This component co3ers fun$amentals of selection? installation an$ maintenance of t)pical
9lectronic Health "ecor$s +9H", s)stems. Stu$ents (ill 7e intro$uce$ to the principles
un$erl)ing s)stem configuration inclu$ing 7asic har$(are an$ soft(are components?
principles of s)stem selection? planning? testing? an$ trou7leshooting? an$ final
$eplo)ment. S)stem securit) an$ proce$ures (ill also 7e intro$uce$ in this component.
There are % la7 e<periences inclu$e$ in this component? (hich are associate$ (ith the
follo(ing units-
6a7 1 2 S)stem Installation
4nit 867 +Structure$ S)stems /nal)sis an$ :esign,
6a7 2 2 =ser/>roup access an$ management
4nit 868 +S)stem securit) proce$ures an$ stan$ar$s,
6a7 ! 8 S)stem continuit) / 7ackup an$ restore of recor$s
4nit 869 +S)stem &aintenance? 'erformance? an$ :ecommissioning,
6a7 % 8 &ultiple clients? multiple ser3ers
4nit 86## +'lanning Cull :eplo)ment to 9n$ =sers,
Lab # 6 System Installation
=nit 88% +Structure$ S)stems /nal)sis an$ :esign,
This 6a7 familiariBes stu$ents (ith the la7 machine architecture? an$ (alks the stu$ents
through an 9H" s)stem install. Se3eral s)stems are $emonstrate$ in separate la7s-
1a8 Vist/ +as pro3i$e$ 7) the Vist/ for 9$ucation :V: a3aila7le through the Component
(e7site,?
178 3<Vist/ +a3aila7le from :SS at http-//3<3ista.org/$ispla)/3<3/3<Vist/K:o(nloa$,?
1c8 5penVista +a3aila7le from &e$Sphere as a pre8configure$ 6inu< V&Ware appliance at
https-//me$sphere.org/$o(nloa$/proJect/open3ista8appliance,
1$8 5pen9&" +a3aila7le from the 5pen9&" proJect as a preconfigure$ 6inu< V&Ware
applicance at http-//7ra$)m$.com/appliance,
8
Lab #a 0 Vist% for :ducation ;V; install:
In this e<ercise? )ou install a C5I/ Vist/ s)stem. =se the follo(ing specifications as
gui$elines for )our installation-
8 /ccess an$ 3erif) co$es- :5CT5"1 an$ :5CT5"1.
8 Win$o(s computer
8 Vist/ for 9$ucation :V: or .iso file
8 5T9- Install 6a71a 3& 6a717 2 if )ou install 7oth on the same 5S? the) (ill conflict.
Dou ma) perform 7oth la7s if )ou ha3e separate 3irtual machines.
:o the follo(ing-
1, Aoot up Win$o(s Ser3er 2008 an$ login as /$ministrator or e#ui3alent.
2, &ount the Vist/ for 9$ucation :V:? either 7) placing the :V: in the $ri3e? or 7)
connecting the .iso file to the Virtual &achine. In V&Ware? this is $one through Virtual
&achine Settings? 8L C:/:V:? 8L Connection- =se IS5 image file? then 7ro(se to the
location of the .iso file.
;
<i"ure # 6 &un cdstarter.e2e
10
!, Choose Install /66 to install CachH? a sample prepopulate$ $ata7ase? an$ shortcuts to
applications.
<i"ure 2 6 Install %LL 6 Second button from top of V% Vist% for :ducation dialo"
11
%, ote the time? then (ait for CachH to install
<i"ure = 6 Command prompt opens> *ait for install
12
*, 'ress a ke) after CachH install to start the $ata7ase upgra$e an$ $ata7ase ke)
insertion. This (ill populate the CachH $ata7ase (ith the preconfigure$ users an$
patient $ata? as (ell as install a $emo license ke) for the CachH $ata7ase. 5nce
finishe$? note the en$ time? then compare the start an$ en$ times.
<i"ure 7 6 (ause for user to add database content
<i"ure ? 6 <inish install 6 note end time
1!
., 5nce the install has complete$? press a final ke)? an$ the comman$ prompt (in$o(
(ill $isappear? re3ealing the :esktop (ith a Vist/I/pps fol$er.
ote- 7efore starting an) client applications? 3erif) that the CachH $ata7ase is running
7) right8clicking on the 7lue cu7e icon in the task7ar an$ selecting S)stems
&anagement 'ortal. This (ill start a (e7 7ro(ser opene$ to the ser3er management
portal.
<i"ure 8 6 )eb bro*ser opens to mana"e database
Close the (e7 7ro(ser an$ the V/ Vist/ for 9$ucation installation program.
1%
4, 5pen the Vist/I/pps fol$er to re3eal the client applications for accessing the running
ser3er.
<i"ure @ 6 Shortcuts for user applications to enter and re1ie* records and data
1*
8, :ou7le8click the C'"SChart +ComputeriBe$ 'atient "ecor$ S)stem Chart, icon to
start the application? an$ login (ith the follo(ing cre$entials-
/ccess Co$e :5CT5"1
Verif) Co$e :5CT5"1. +Inclu$e the perio$ at the en$,
<i"ure 8 6 Vist% si"n6on screen for C(&SChart application
1.
;, 5nce )ou ha3e 3erifie$ that )ou can see a list of patients to choose from? e<it the
application. Dou ha3e successfull) installe$ an$ connecte$ to the ser3er from the
same ser3er.
<i"ure 9 6 Vie* patient selection screen of C(&SChart %pplication
Close the application? an$ shut $o(n the 3irtual machine.
14
Lab #b 0 12Vist% install:
In this e<ercise? )ou install an open source 3<Vist/ s)stem? (hich is 7ase$ on Vist/? 7ut
(ith interface an$ internal changes. =se the follo(ing specifications as gui$elines for )our
installation-
8 I$entif) location of CachH $ata7ase +cache.$at file,- C-M$7root is suggeste$
8 I$entif) namespace- V5S namespace maps to c-M$7rootMV5S
8 9nsure )ou ha3e the follo(ing files +a3aila7le from :SS? creators of 3<Vist/,-
8 C29A#AA778AA288.e2e
8 12Vist%A3r"A2#A#.Bip +or a fol$er (ith contents e<tracte$,
8 5T9- Install 6a71a 3& 6a717 2 if )ou install 7oth on the same 5S? the) (ill conflict.
Dou ma) perform 7oth la7s if )ou ha3e separate 3irtual machines.
8 5T9- "e3ie( the 0simpleI3<Vist/ 2010.1 5pen Source Setup an$ Installation
>ui$e.p$f1 file? or ha3e it a3aila7le as a printe$ $ocument 7efore starting installation.
The steps 7elo( (ill refer to specific Sections in that $ocument.
:o the follo(ing-
#, Aoot up Win$o(s Ser3er 2008 an$ login as /$ministrator or e#ui3alent.
2, Cop) the files to the (in$o(s $esktop? if the) are not alrea$) there. :epen$ing on
)our 3irtual machine en3ironment? )ou ma) 7e a7le to simpl) $rag them there? or cop)
them from a =SA har$ $ri3e or C:8"5&.
Section I 0 Create files and directory structure
=, 9<tract the 3<Vista file@s contents to the $esktop 7) right8clicking on the file? an$
choosing 9<tract /ll.
7, Create the $ata7ase fol$er for CachH +c-M$7rootMV5S, 7) clicking Start? then
Computer. In the left pane? right8click on? choose ne(? then Col$er. T)pe dbroot as the
fol$er name. This (ill create C:CdbrootC on )our har$ $isk. &inimiBe the 9<plorer
(in$o(.
?, 5pen the 12Vist%A3r"A2#A# fol$er on )our $esktop? open 12Vista.3r"? highlight
the V3S fol$er? an$ press Ctrl8E +or right8click an$ choose cut,. &a<imiBe the (in$o(
from the step a7o3e? highlight dbroot? an$ press Ctrl8V +or right8click an$ choose
paste, to mo3e the V5S fol$er into c:Cdbroot. When this completes? open the V3S
fol$er to 3erif) the file c:CdbrootCV3SCcache.dat. Close all 9<plorer (in$o(s.
Section II 0 Install and confi"ure Cache
8, "un C29A#AA778AA288.e2e +)ou ma) nee$ to click 0allo(1 for a ne( install,? then
accept the license agreement an$ continue (ith the installation steps? using the
$efaults for each step.
a. Instance name C%CH: +$efault,
b. Installation fol$er C:CInterSystemsCCache +$efault,
18
c. Setup t)pe Ser1er
d. 887it support +$efault,
e. Initial Securit) Settings Minimal +$efault,
f. 6icense ke) 2 if )ou ha3e a license ke) file +cache.-ey,? )ou ma) click the
license 7utton to run the license (iBar$. The license ke) file is a simple te<t file
that can 7e opene$ in notepa$? an$ the $ata paste$ into the appropriate fiel$.
This (ill allo( )ou to skip the 0stop? cop)? an$ restart1 steps on page 1! an$ 1%.
<i"ure # 6 License )iBard *ith sample -ey data filled in
". Select Install to complete the CachH install process. When finishe$? uncheck
the 0:ispla) >etting Starte$ page1 check7o<? an$ select Cinish. The 7lue cu7e
shoul$ 7e 3isi7le in the lo(er right after this is $one.
@, 5n page 1* of the $ocument? follo( the proce$ure for allo(ing access to the V5S
namespace? starting (ith step 2.
1;
a. "ight8click on the 7lue cu7e an$ choose S)stem &anagement 'ortal.
b. In the (e7 page that opens? choose Configuration? NL amespaces.
c. Choose Create e( amespace
d. In the form? Click the .Create ne* ;atabase/ 7utton.
e. In the :ata7ase WiBar$ (in$o(? enter V3S as the name? an$ C:CdbrootCV3SC
as the $irector). Click e<t? then Cinish.
f. 9nter V3S for the name of the namespace? then click Sa3e. V5S shoul$ no(
7e 3isi7le in the ta7le of namespaces.
Section III 0 Dlobal Mappin"s and &outine Mappin"s
8, Cor the V5S namespace in the ta7le? choose Dlobal Mappin"s.
a. Choose the .$e* Dlobal Mappin"/ 7utton? an$ click the re$ 0%d1anced/ link
to pop8out more fiel$s.
b. Select V5S from the 0>lo7al $ata7ase locations1 $rop8$o(n menu? an$ t)pe
EFG into the 0>lo7al name1 fiel$? 3erif) that the 06ock :ata7ase 6ocation1 $rop8
$o(n is V5S? an$ choose /ppl).
c. Select C/CH9T9&' from the 0>lo7al $ata7ase locations1 $rop8$o(n menu?
an$ t)pe TM( into the 0>lo7al name1 fiel$? 3erif) that the 06ock :ata7ase
6ocation1 $rop8$o(n is C/CH9T9&'? an$ choose /ppl).
d. /gain? select C/CH9T9&' from the 0>lo7al $ata7ase locations1 $rop8$o(n
menu? 7ut t)pe 4TILITH into the 0>lo7al name1 fiel$? 3erif) that the 06ock
:ata7ase 6ocation1 $rop8$o(n is C/CH9T9&'? an$ choose 5O.
e. Click the .Sa1e Chan"es/ 7utton an$ 3erif) the ne( glo7al mappings of EFG>
TM(> an$ 4TILITH.
f. Choose the I $amespaces J link in the menu at the top to return to the
namespaces page.
9, Cor the V5S namespace in the ta7le? choose &outine Mappin"s.
a. Choose the .$e* &outine Mappin"/ 7utton.
b. Select V5S from the 0"outine $ata7ase locations1 $rop8$o(n menu? an$ t)pe
the follo(ing names into the 0"outine name1 fiel$. Cor each? choose /ppl)? then
Close (hen all se3en names ha3e 7een entere$. o num7ers are use$.
E;TG > E&C&G > EK4G > EFIG > EF3G > EFTG > EFVG
The or$er $oes not matter? 7ut 3erif) that all are liste$ in the "outine &appings
ta7le? then click the .Sa1e Chan"es/ 7utton an$ 3erif) the ne( routine
mappings.
c. Choose the I Home J link in the menu at the top to return to the S)stems
/$ministration page
Section IV 0 :nable console access throu"h telnet
#, Choose Home? NL Securit) &anagement? NL Ser3ices? then 0PSer3iceITelnet1 link in
the ta7le. Check the 0Ser3ice 9na7le$1 7o< an$ press Sa3e. Choose the I Home J link
in the menu at the top.
##, Choose Home? NL Securit) &anagement? NL =sers? then the :dit link ne<t to
20
0=nkno(n=ser1 in the ta7le. Cor 0Startup amespace1 choose V5S? an$ for 0Startup
TagQ"outine1? t)pe in LF4 then Sa3e an$ Close. Close the We7 7ro(ser? as $ata7ase
configuration is complete$.
%ccessin" the database 1ia user applications
#2,=ser applications for accessing the ne(l) create$ $ata7ase an$ files are in the
12Vist%A3r"A2#A#C12Vista.3r"C%pplication (ro"rams fol$er on )our $esktop.
5pen this fol$er? anCreate shortcuts for the fi3e a3aila7le user applications- 12MCM%>
12MCM%(ar> 12C(&S> 12Droup$otes> an$ 12Vitals. 'erform the steps for each of
the applications liste$.
a. 5pen the application fol$er? an$ right8click on the application. Choose 0Create
Shortcut1 from the menu.
b. "ight8click on the shortcut )ou Just create$? an$ choose 'roperties.
c. In the Target fiel$? a$$ the follo(ing to the en$ of the line- SNL3C%LH3ST
(N92#? then click 5O.
5T9- The SN parameter i$entifies the ser3er a$$ress. To allo( a separate
client to access the ser3er? change 65C/6H5ST to the a$$ress of the ser3er.
d. &o3e the ne(l) mo$ifie$ shortcut to the $esktop. +"esiBe the 9<plorer (in$o(
to sho( some of the $esktop? an$ $rag the shortcut to the e<pose$ area.,
21
<i"ure ## 6 Copy application shortcut to the des-top
#=,"un the 3<C'"S application? using the access co$e %;MI$#2= an$ the 3erif) co$e
#2=%dminO
#7,Verif) the list of a3aila7le patients. Close the application. Shut $o(n the 3irtual
machine.
22
Lab #c 0 3penVist% appliance install:
In this e<ercise? )ou setup an 5penVist/ s)stem? (hich is 7ase$ on Vist/? 7ut (ith
interface an$ internal changes. =se the follo(ing specifications as gui$elines for )our
installation-
8 V&Ware 'la)er or Workstation pre8installe$ on host
8 Completel) self8containe$ 3irtual machine 3penVista6%ppliance6r8.@B
8 9<tract (ith 4B compati7le $ecompressions utilit)
6ogin Cre$entials-
8 6inu< =sers-
o username/pass(or$- $emo / me$sphere +su$o for root,
8 5penVista =sers-
o access/3erif)/e8sig- S&12!% / S&12!%RR / S&12!%R +&//>9"? SDST9&,
o access/3erif)/e8sig- '=12!% / '=12!%RR / '=12!%R +=S9"? 'HDSICI/,
o access/3erif)/e8sig- =12!% / =12!%RR / =12!%R +=S9"? ="S9,
8 'atient :ash7oar$ =sers-
o access/3erif)- :A12!% / :A12!%RR
:o the follo(ing-
1, :o(nloa$ the 5penVista appliance from
https-//me$sphere.org/$o(nloa$/proJect/open3ista8appliance
2, Aro(se to the location of the $o(nloa$e$ file
2!
2%
=sing a .4B capa7le archi3e utilit)? e<tract the compresse$ archi3e.
<i"ure #2 6 3penVista6%ppliance .@B file bein" e2tracted to a folder
2*
2.
!, Start V&Ware 'la)er application. Crom the file menu? choose 5pen a Virtual machine?
then 7ro(se to the location of the ne(l) e<tracte$ fol$er. Choose the 5penVista8
/pplicance.3m< file? an$ select 5pen.
24
%, Select the 5penVista8/ppliance from the menu on the left? an$ click 0'la) 3irtual
machine1
<i"ure #= 6 VM)are (layer ready to play the 1irtual machine
28
*, The V& (ill 7oot? an$ soon sho( the $esktop of the pre8configure$ ser3er.
<i"ure #7 6 3penVista %pplicance des-top
2;
., Start the 5penVista CIS application at the upper left? an$ login using the 'h)sician
cre$entials presente$ at the 7eginning of the la7. Dou (ill 7e prompte$ to change )our
pass(or$. Ae sure to recor$ the pass(or$ that )ou create.
<i"ure #? 6 3penVista CIS authentication and pass*ord chan"e
!0
4, Dou (ill no( 7e presente$ (ith a patient selection screen. Se3eral general patients
ha3e 7een create$. Choose the first patient? then press the 0Select 'atient1 7utton.
<i"ure #8 6 3penVista select patient dialo"
Close the CIS application. Shut $o(n the 3irtual machine 7) clicking the small $oor
icon in the upper right? then choosing Shut :o(n.
!1
Lab #d 0 3pen:M& appliance install:
In this e<ercise? )ou setup an 5pen9&" s)stem? (hich is a >'6@$ open source s)stem
that $oes not use proprietar) $ata7ase soft(are? instea$ using the open source m)s#l
$ata7ase. =se the follo(ing specifications as gui$elines for )our installation-
8 V&Ware 'la)er or Workstation pre8installe$ on host
8 Completel) self8containe$ 3irtual machine
8 We7 applications? no client install re#uire$
:o the follo(ing-
1, :o(nloa$ the 5pen9&" appliance from
http-//$o(nloa$s.sourceforge.net/openemr/5pen9&"8!82808appliance81.Bip
2, Aro(se to the location of the $o(nloa$e$ file.
!2
!, 9<tract the archi3e using a $ecompression utilit). It (ill e<tract a fol$er name$
5pen9&"8!82808appliance81 (ith se3eral files in it that constitute the 3irtual machine.
%, Start V&Ware 'la)er application. Crom the file menu? choose 5pen a 3irtual machine?
then 7ro(se to the location of the ne(l) e<tracte$ fol$er. Choose the 5pen9&"8!82808
appliance81.3m< file? an$ select 5pen.
!!
*, Select the 5pen9&"8!82818appliance81link from the menu on the left? an$ click 0'la)
3irtual machine1
<i"ure #@ 6 VM)are (layer *ith 3pen:M& applicant selected and startin"
!%
., The 5pen9&" ser3er $oes not inclu$e a graphical $esktop? onl) a login console. The
console (ill list the ="6 to open in )our (e7 7ro(ser that allo(s access to the
5pen9&" $ata7ase an$ applications 2 it is a purel) (e787ase$ en3ironment.
<i"ure #8 6 3pen:M& Linu2 console displayed
ote the ="6 for 5pen9&" access in )our console (in$o(. In the e<ample a7o3e? it
is https-//1;2.1.8.%*.112/openemr
If )ou click insi$e the 3irtual machine an$ )our mouse cursor $isappears? )ou can
press the Ctrl8/lt ke) com7ination an$ )our cursor shoul$ return.
!*
4, 5pen a (e7 7ro(ser on )our local computer an$ t)pe the ="6 gi3en into the a$$ress
7ar. When )ou $o so? )ou (ill e<perience a SS6 certificate error. Choose to ignore the
certificate error an$ continue on to the session.
<i"ure #9 6 3pen:M& *eb lo"in interface
!.
8, 6ogin (ith the username gi3en on the 6inu< console- user- a$min pass- pass
<i"ure 2 6 3pen:M& *eb interface
!4
;, This $emo 3ersion is not pre8populate$ (ith user or patient $ata. Close the (e7
7ro(ser. To shut $o(n the 3irtual machine? choose 0Virtual &achine1 from the V&Ware
'la)er menu? then 0Sen$ Ctrl8/lt8:el1 an$ the ser3er (ill 7egin re7ooting. /s soon as it
7egins to start 7ack up? choose 0Virtual &achine1 again? then 'o(er? then 0'o(er 5ff1.
<i"ure 2# 6 (o*er do*n 1irtual machine
/n a$$itional proce$ure to shut $o(n the 3irtual machine is to login to the 6inu<
console +username openemr? pass(or$ openemrcool,? then t)pe the comman$
sudo shutdo*n 0h no*? follo(e$ 7) the pass(or$ (hen prompte$. This re#uires
no interaction (ith the V&Ware menus? an$ (ill close the program $irectl).
!8
Lab 2 0 4ser!Droup access and mana"ement
=nit 88. +S)stem securit) proce$ures an$ stan$ar$s,
Lab 2 0 3pen:M& user creation> deletion and access control:
In this e<ercise? )ou continue (orking (ith the 5pen9&" appliance from 6a71$? an$
create ne( users to access? mo$if)? an$ create patient an$ a$ministrati3e $ata. =se the
follo(ing specifications as gui$elines for the e<ercise-
8 "e#uires functioning? pre8installe$ 5pen9&" 3irtual machine
8 "e#uires access to ser3er 3ia (e7 7ro(ser 2 i$entif) ="6 from 6inu< console
ote- &ore $etaile$ information a7out the proce$ures for managing the 5pen9&"
s)stem are a3aila7le in the online 4ser Manual? foun$ at the 7ottom left? Just a7o3e
the 6ogout link (hen )ou are logge$ in to the s)stem..
:o the follo(ing-
#, Start up the 5pen9&" 3irtual machine. "ecor$ the ="6 in$icate$ a7o3e the login
prompt on the 6inu< console for 5pen9&" access? (hich shoul$ 7e similar to
https:!!#92.#88.7?.##2!openemr
<i"ure 22 6 3pen:M& %pplicance Linu2 console
!;
2, Start a (e7 7ro(ser on )our host computer? an$ t)pe the ="6 recor$e$ a7o3e into the
a$$ress 7ar. Continue past the SS6 certificate errors to the login page for the
5pen9&" ser3er.
<i"ure 2= 6 3pen:M& *eb lo"in interface
%0
=, 6ogin (ith the username a$min? pass(or$ pass to login an$ see the $efault 3ie(?
inclu$ing the main calen$ar screen an$ 'atient otes an$ /uthoriBations
<i"ure 27 6 3pen:M& *eb interface
%1
7, 5n the left8han$ si$e? e<pan$ the link for /$ministration an$ click on the Cacilities link.
Here )ou (ill assign the name of the clinic.
<i"ure 2? 6 %dministration screen 6 :dit <acilities lin-
Click on the :dit link ne<t to 0Dour Clinic ame Here1 to go to 9$it Cacilit) Information.
%2
?, In the ame fiel$? insert SHC <amily (ractice? for Smile) Happ) Care Camil)
'ractice. Cill out the other fiel$s accor$ing to $ata specifie$ 7elo(? then click =p$ate.
<i"ure 28 6 <orm completion of SHC <amily (ractice
'hone- ;1;8***812!%
Ca<- ;1;8***812!*
/$$ress- 100 Smile)Happ) Court
Cit)- :urham
State- C
Gip- 24404
Countr)- =S
9I- ;;8;;;;;;;
'I- ;;;;;;;;;;
'5S Co$e- 11- 5ffice
%!
8, Create ph)sicians? nurses? an$ clerical (orkers for the clinic. 5n the left8han$ si$e
un$er /$ministration? click on the 4sers link. Cill out the fiel$s for each user as
specifie$ 7elo(? clicking the %dd 7utton for each. +To see more of the screen? clear the
Mot check7o< at the upper left.,
<i"ure 2@ 6 %dd 4sers: ;octors> $urses> and Staff
/$$ the follo(ing users an$ t)pes -
Cirst 6ast =sername 'ass 'ro3. Ta<I: :rugI: ='I 'I /ccess
/lice /$ams aa$ams aaaa11 check ;;8;;;;1 ;;;;;1 aa1111 ;;1 'h)sicians
Ao7 Aing 77ing 777722 check ;;8;;;;2 ;;;;;2 772222 ;;2 Clinician
Cin$) Cline ccline cccc!! check ;;8;;;;! ;;;;;! cc!!!! ;;! Clinician
:a3i$ :ull $$ull $$$$%% ;;8;;;;% /ccounting
9rik 9nthuse eenthuse eeee** ;;8;;;;* Cront 5ffice
%%
@, Create a sample patient recor$. 5n the left8han$ si$e un$er 'atient/Client? click on the
Mana"ement link? then on $e*!Search.
<i"ure 28 6 (atient Mana"ement 6 Creatin" a (atient
Cill in the fiel$s as in$icate$ 7elo(? an$ then click the 0Create $e* (atient1 7utton.
)ho-
ame- &r.
'eter +no mi$$le initial,
'atient
:5A- 1/1/1;80
Se<- &ale
S.S.- 11181181111
&arital- Single
Choices-
'ro3i$er- /lice /$ams
%*
8, &r. 'atient is allergic to penicillin? an$ prefers the nickname 0'8man1? so recor$ these
in his patient recor$.
In the lo(er left (in$o(? click &edical (roblems +more,? then 0%dd Issue1
<i"ure 29 6 %dd Issue to (atient &ecord
%.
/ ne( (in$o( (ill pop up +(ith possi7l) a note a7out SS6 certificate pro7lems,.
Choose T)pe- %ller"y? then select penicillin> then click Sa1e.
<i"ure = 6 Create Issue: %ller"y to penicillin
%4
In the lo(er right (in$o(? click $otes +more,? choose T)pe- 3ther an$ To: GG Close GG
then (rite a note a7out his preferre$ nickname an$ click the 0%dd $e* $ote1 7utton.
<i"ure =# 6 Creation of (atient note

%8
5nce this is $one? in the left8han$ (in$o( click on (atient!Client NP Mana"ement NP
Summary an$ 3erif) that his allerg) an$ patient note ha3e 7een inclu$e$.
<i"ure =2 6 Verify aller"y record and patient note on record summary screen

%;
9, 6ogin as a ph)sician? as an accountant? then as a receptionist to 3erif) access to
patient recor$ $ata. Cirst? logout of the s)stem 7) clicking the Lo"out link at the
7ottom of the left han$ (in$o(.
<i"ure == 6 (hysician 1ie* of patient record> includin" Lo"out lin-
*0
#,/t the (e7 login screen +see figure in step 2 a7o3e,? login as the 'h)sician )ou
create$ in step .. If )ou e<perience an error? )ou ma) login as a$min an$ check the
user recor$ an$ pass(or$ as in step ..
<i"ure =7 6 (hysician search of patient record
In the left han$ (in$o( click on (atient!Client NP Mana"ement NP $e*!Search an$
enter the first name of the patient in the ame- fiel$? then click Search.
*1
In the pop up (in$o( that appears? click on the ro( in$icating the patient.
<i"ure =? 6 (atient search results
Verif) that the recor$ sho(s the allerg) issue an$ the nickname note at the 7ottom of
the recor$.
<i"ure =8 6 (atient &ecord for (hysician
*2
##, 6ogout? then login to the s)stem as the receptionist +or front office user, create$ in
step .. Search for the patient recor$ as a7o3e? an$ note that (hile $emographic
information an$ otes are 3isi7le? &e$ical 'ro7lems/Issues are not authoriBe$.
<i"ure =@ 6 (atient &ecord for &eceptionist
*!
#2,6ogout? then login to the s)stem as the 7ookkeeper +or accountant, create$ in step ..
Search for the patient recor$ as a7o3e? an$ note that (hile $emographic information is
3isi7le? 7ut &e$ical 'ro7lems/Issues an$ otes are not authoriBe$.
<i"ure =8 6 (atient &ecord for %ccountant
6ogout of the s)stem an$ close the (e7 7ro(ser. Collo( the shut$o(n proce$ure for
the 5pen9&" 3irtual machine as liste$ in 6a71$
*%
Lab = 6 System continuity ! bac-up and restore of records
=nit 88; +S)stem &aintenance? 'erformance? an$ :ecommissioning,
Lab = 0 3pen:M& database bac- and restore:
In this e<ercise? )ou continue (orking (ith the 5pen9&" appliance from 6a727? an$
complete a 7ackup an$ successful restore of clinic an$ patient $ata. =se the follo(ing
specifications as gui$elines for the e<ercise-
8 "e#uires functioning? pre8installe$ 5pen9&" 3irtual machine +appliance81,? pre8
populate$ (ith users an$ patient recor$s +for successful restore 3erification,
8 "e#uires access to ser3er 3ia (e7 7ro(ser 2 i$entif) ="6 from 6inu< console
8 "e#uires secon$? fresh 5pen9&" 3irtual machine +appliance82,
8 48Bip +or archi3ing utilit) supporting tar.gB files, is re#uire$
ote- &ore $etaile$ information a7out the proce$ures for managing the 5pen9&"
s)stem are a3aila7le in the online 4ser Manual? foun$ at the 7ottom left? Just a7o3e
the 6ogout link (hen )ou are logge$ in to the s)stem..
"estore is performe$ much more rarel) than 7ackup? 7ut it is much more important.
The 7ackup file to 7e generate$ +emrI7ackup.tar, is an archi3e 2 that is it contains
other files an$ $irectories? similar to a .Bip file? 7ut (ithout compression. This particular
archi3e contains t(o other archi3es- openemr.tar.gB an$ openemr.s#l.gB
The .tar.gB in$icates an archi3e that has 7een compresse$ (ith gnuBip 2 that is? .tar.gB
is 3er) similar to a .Bip file.
The openemr archi3e inclu$es a 7ackup of the entire (e7site that contains all the
client8accessi7le applications an$ pages. This file (oul$ allo( )ou to e<tract its
contents to a (e7 ser3er +properl) configure$ (ith php an$ other ser3ices, an$ 3ie(
the pages.
Ho(e3er? it $oes not contain /D patient or user $ata. 'atient an$ user $ata is instea$
store$ in a $ata7ase? (hich the (e7site (ill $)namicall) #uer) in or$er to generate the
(e7 pages (ith patient an$ user content that (e actuall) see.
The $ata7ase $ata is store$ in the openemr.s#l archi3e? an$ a large te<t file containing
all patient an$ user $ata. 573iousl) this is the more critical file 2 the (e7site ma) 7e
recreate$ 7) $o(nloa$ing again from 5pen9&"? 7ut the $ata is much more $ifficult? if
not impossi7le? to replace.
Cor the restore portion of this la7? the assumption (ill 7e that the first 5pen9&"
ser3er is una3aila7le. Dou nee$ not close the first 3irtual machine +unless s)stem
resources are lo(,? 7ut (e (ill perform the restore an$ 3erif) on the secon$ 3irtual
machine (ith the 7ackup from the first one.
**
*.
:o the follo(ing-
1, Start up the populate$ 5pen9&" 3irtual machine +appliance81,. "ecor$ the ="6
in$icate$ a7o3e the login prompt on the 6inu< console for 5pen9&" access? (hich
shoul$ look like https:!!#92.#88.7?.##2!openemr
<i"ure =9 6 3pen:M& %pplicance Linu2 console
*4
2, Start a (e7 7ro(ser on )our host computer? an$ t)pe the ="6 recor$e$ a7o3e into the
a$$ress 7ar. Continue past the SS6 certificate errors to the login page for the
5pen9&" ser3er.
<i"ure 7 6 3pen:M& *eb lo"in interface
*8
!, 6ogin (ith the username a$min? pass(or$ pass to see the $efault 3ie(? an$ then
3erif) the e<istence of $ata recor$s. >o to %dministration NP 4sers? an$ scroll to the
7ottom of the panel to 3ie( the acti3e users of the s)stem. 9nsure there is at least one
more user than a$min.
*;
%, Click on (atient!Client NP Mana"ement NP $e*!Search an$ click Search.
<i"ure 7# 6 (hysician search of patient record
In the pop up (in$o( that appears? 3erif) that patient recor$s e<ist.
<i"ure 72 6 (atient search results
.0
*, Click on %dministration NP Mac-up an$ click the Create bac-up 7utton
<i"ure 7= 6 Mac-up %dministration
.1
., Dou (ill see prompts for :umping the 5pen9&" $ata7ase an$ (e7 $irector) tree? an$
it (ill let )ou kno( that a 7ackup file has 7een create$. Dou ma) 7e prompte$ to 0Click
here for more options1 If so? click 0allo(1 an$ start the 7ackup proce$ure again.
<i"ure 77 6 Mac-up created and promptin" to do*nload
.2
The resultant filename (ill 7e calle$ emrI7ackup.tar an$ it shoul$ 7e store$ safel)
<i"ure 7? 6 Mac-up file do*nload dialo" bo2
.!
4, 9<tract the openemr.s'l $ata7ase 7ackup from the emrAbac-up.tar file.
>o to the location of emrAbac-up.tar? right8click on it? 48Bip? an$ select 09<tract Here1
<i"ure 78 6 @6Bip e2traction of tar file
With the resultant openemr.s#l.gB file? right8click on it? 48Bip? an$ select 09<tract Here1
Dou shoul$ no( ha3e a file calle$ openemr.s'l. This is a large te<t file? 7ut can 7e
opene$ in notepa$ to 3erif). This is the full contents of )our 7acke$ up $ata7ase.
<i"ure 7@ 6 @6Bip e2traction of "B file
.%
8, 5pen the secon$ 5pen9&" 3irtual machine +appliance82,. Ae sure to note the
$ifferent ="6 that is presente$ in the 6inu< console (in$o(.
https:!!#92.#88.#=7.#29!openemr
<i"ure 78 6 &estore tar"et 3pen:M& ser1er
.*
;, 5pen a (e7 7ro(ser using the ne( ="6? login as the ph)sician user- aa$ams an$
pass(or$- aaaa11. /re )ou 7e a7le to login as the ph)sicianS Wh) or Wh) notS
e<t? login as user a$min? pass(or$ pass? as in step 2, an$ !, a7o3e.
Complete steps !, an$ %, again? an$ compare them to )our pre3ious results. /re the)
$ifferentS Wh)S
<i"ure 79 6 List of users in ne* +blan-, 3pen:M& ser1er
..
10,5pen a ne( (e7 7ro(ser (in$o(? an$ use the ="6 gi3en for (e7min.
http:!!#92.#88.#=7.#29:#
<i"ure ? 6 )ebmin authentication *indo*
6ogin using the cre$entials user- openemr pass(or$- openemrcool
We7min is a s)stems management interface a3aila7le for 6inu< an$ =IE machines 2
(e (ill 7e using it to restore the m)s#l $ata7ase
.4
11, 5nce logge$ in? 7ro(se on the left han$ si$e to Ser1ers NP MySQL ;atabase Ser1er
<i"ure ?# 6 MySQL database administration *indo*
5nce there? click on the green openemr fol$er.
.8
12,In the 9$it :ata7ases screen? scroll right to e<pose an$ click on the 0:2ecute SQL1
7utton.
<i"ure ?2 6 :dit MySQL database openemr
.;
1!,Choose the 0&un SQL from file1 ta7. Choose the 0<rom uploaded file1 ra$io 7utton?
an$ click the Mro*se 7utton. Choose the openemr.s#l file that )ou e<tracte$ in step 4.
<i"ure ?= 6 :2ecute SQL commands from uploaded bac-up file
'ress the :2ecute 7utton
40
1%,5n the 09<ecute ST61 results page? 3erif) that ta7les (ere create$ an$ recor$s (ere
inserte$.
<i"ure ?7 6 :2ecute SQL results pa"e
41
1*,S(itch to the 5pen9&" a$ministration (in$o( from step ;, an$ choose
/$ministration NL =sers? then scroll $o(n an$ 3ie( the acti3e users. Complete steps
!, an$ %, again? an$ compare them to )our pre3ious results from step ;,. /re the)
$ifferentS Wh)S
<i"ure ?? 6 3pen:M& 4ser mana"ement screen> sho*in" restored users
Verif) the patient recor$ list as (ell. S(itch 7et(een appliance81 an$ appliance82 to
3erif) that the recor$s ha3e 7een successfull) $uplicate$.
Close )our (e7 7ro(sers. Shut $o(n 7oth 3irtual machines as in step ; of 6a71$.
"emem7er that appliance82 is no( populate$ (ith $ata. If )ou (ish to tr) the la7
again? )ou must freshl) e<tract appliance82? or restore a snapshot +if using V&Ware
Workstation,
42
Lab 7 6 Multiple clients> multiple ser1ers
=nit 8811 +'lanning Cull :eplo)ment to 9n$ =sers,
Client $eplo)ment (ith 5pen9&" is as simple as ensuring (e7 7ro(sers are installe$
an$ the ser3er is accessi7le. Vist/ an$ its $eri3ati3es can ha3e remote access (ith a
simple client? 7ut it is te<t8mo$e console access an$ user 0unfrien$l)1. Well? perhaps not
unfrien$l)? 7ut it is 3er) choos) a7out (ho its frien$s are.
Therefore? to allo( graphical clients access to Vist/ 7ase$ s)stems? a local install of client
applications must 7e performe$.
Vist/ an$ its $eri3ati3es re#uire a short proce$ure for installation of clients that is 7asicall)
an e<tension of the la7 performe$ in 6a71a an$ 6a717. 5penVista has a separate
$eplo)ment proce$ure that is the 7ulk of the follo(ing la7.
5penVist/ an$ Worl$Vista? if installe$ as part of the /stronaut Vist/ Suite? ha3e a
separate install program a3aila7le? calle$ /stronaut Vist/ client installer. This self8
containe$ install program (ill $eplo) the client applications to a (in$o(s computer?
inclu$ing clinical interfaces? s)stem configuration utilities? at terminal access 3ia 'uTTD.
Lab 7 0 3penVist% client deployment:
In this e<ercise? )ou continue (orking (ith the 5penVist/ appliance from 6a71c? an$
setup client applications on user (orkstations. =se the follo(ing specifications as
gui$elines for the e<ercise-
8 "e#uires functioning? pre8installe$ 5penVist/ 3irtual machine
8 "e#uires functioning (in$o(s computer +coul$ 7e host computer, (ith at least
&icrosoft .net frame(ork 2.0 up$ate installe$
8 "e#uires net(ork access from (in$o(s client to ser3er
4!
:o the follo(ing-
1, Start up the 5penVist/ appliance. 9nsure that the $ata7ase is running an$ accessi7le
7) running the 5penVist/ CIS application on the $esktop? an$ logging in as the
installe$ ph)sician +access/3erif)- '=12!% / '=12!%RR,. Dou (ill ha3e to change )our
3erif) co$e upon login. Cor consistenc)? imme$iatel) close the application after
changing it? then login again? this time (ith the 0Change pass(or$ upon login1 7o<
checke$? an$ change it 7ack to '=12!%RR
<i"ure ?8 6 3penVista des-top and CIS application authentication screen
5nce )ou ha3e 3erifie$ that the $ata7ase ser3er is operational? (e (ill nee$ to
$isco3er its a$$ress to connect remotel).
4%
2, "ight8click on the small $ual8computer net(orking icon in the upper right corner? ne<t
to the speaker icon. Choose 0Connection Information1 from the menu that results? an$
)ou (ill see a popup containing the net(ork information for this ser3er.
<i"ure ?@ 6 3penVist% %ppliance I( address disco1ery
"ecor$ the I' /$$ress 2 this (ill 7e the a$$ress use$ to connect to the ser3er.
4*
!, Crom the Win$o(s client? 3erif) connecti3it) to the ser3er 7) clicking Start? "un? then
t)ping pin" #92.#88.#=7.#=2 +using the I' a$$ress from step 2,.
%, e<t? $o(nloa$ the client applications to the (in$o(s computer from the 5penVista
appliance. Click Start? &un? an$ t)pe CC#92.#88.#=7.#=2Copen1ista to open an
9<plorer (in$o( sho(ing applications to install.
<i"ure ?8 6 )indo*s client do*nloadin" and installin" applications from 3penVist% appliance
Install them in the follo(ing or$er- +/ccept the $efaults for each,
gtksharp8runtime82.10.%8..msi
open3istacis80.;.;..msi
e<t? cop) the putty.e2e an$ open6tiedArsaA-ey.pp- files to the $esktop.
4.
*, /fter all the installs an$ cop)ing is finishe$? t)pe into the /$$ress 7ar of the (in$o(-
.C:C(ro"ram <ilesCMedsphereC3penVista CIS/ an$ press 9nter. "ight8click on the
.Shortcut to 3penVistaCIS/ an$ select properties.
<i"ure ?9 0 Chan"e properties of RShortcut to CISR
44
., In the Target- fiel$? remo3e the 0sNchan"eAser1er pNchan"eAport0 an$ replace it
(ith the I( address of the ser3er for changeIser3er? an$ 92# for changeIport then
press 5O.
<i"ure 8 6 %dd I( address and port number properties to RShortcut to CISR
:rag the icon for .Shortcut to 3penVistaCIS/ to the :esktop
48
4, "un the 0Shortcut to 5penVistaCIS1. In the Connect to 5penVist/ (in$o(?
authenticate using the cre$entials from step 1,. Verif) that )ou are a7le to connect?
an$ close the application.
<i"ure 8# 6 Lo"in to CIS application
4;
<i"ure 82 6 ;isplay authenticated CIS session to 3penVista ser1er
80
8, "un the putt).e<e program. 5n the left8han$ si$e? e<pan$ SSH? an$ select %uth. Click
the 7utton for the 0'ri3ate ke) file for authentication1 fiel$? an$ 7ro(se to the $esktop
an$ select the open6tiedArsaA-ey.pp- that )ou copie$ there in step %,.
<i"ure 8= 6 (uTTH authentication -ey entry
81
;, Scroll up? an$ select Session? then in the 0Host ame1 fiel$? t)pe in the I' a$$ress of
the ser3er. In the 0Sa3e$ Sessions1 fiel$? t)pe 3penVist%> then click the Sa3e 7utton.
<i"ure 87 6 (uTTH connection definition and connection
82
'ress the 5pen 7utton? an$ (hen prompte$? click )es to accept the ser3er@s host ke).
<i"ure 8? 6 (uTTH Host -ey prompt for connection
8!
10,When prompte$? login as open1ista? then enter the access/3erif) co$es that )ou use$
for the CIS application.
<i"ure 88 6 (uTTH terminal *indo* connected to Vist% session
Close the 'uTTD (in$o(. Shut $o(n the 3irtual machine 7) clicking the small $oor
icon in the upper right? then choosing Shut :o(n.
<i"ure 8@ 6 Top ri"ht corner Shut ;o*n lin- for 3penVist% appliance

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