USING GENIE REMOTELY

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1 USING GENIE REMOTELY This document outlines the available options for using Genie in offsite logging mode (Genie single user) or remotely in real-time via a remote desktop (terminal services) connection. The remote desktop server environment is only available on the Microsoft Windows operating system; Apple remote desktop and other remote control programs are not supported or intended for use in the manner described in this document. OPTION 1 OFFSITE LOGGING The Genie application can be run on a remote machine, such as a laptop, without an Internet connection. Changes made while offsite logging will be incorporated back into the main database upon connection to the Genie Server. Note: There are some limitations relating to the information that can be logged and changes that can be made using offsite logging. Invoices cannot be raised or images & attachments added while in offsite logging mode. Refer to the LIMITATIONS of offsite logging in the Genie Manual. If you require full update access to your database, refer to Option 2 or 3 below. Genie Server Genie Single User (Offsite Logging Mode) Genie Client connected to Genie Server (Offsite logs imported on reconnection) Last updated March 2014 Page 1

2 OPTION 2 REMOTE DESKTOP (SINGLE USER ACCESS) Remote Desktop enables you to connect to your computer across the Internet from virtually any computer. Once connected, Remote Desktop gives you mouse and keyboard control over your computer while showing you everything that's happening on the screen. Remote Desktop allows you to leave your computer at the office and use Genie in real-time from another location. To use Remote Desktop, the following requirements must be met: The host computer: o Must be running Windows (Windows Vista SP2, Windows 7 Professional (32/64 Bit), Windows 8). o Must be a separate machine to the Genie server. o Must have Genie client installed. o Must be connected to the internet through a VPN connection. o Must be part of a corporate network in which remote desktop connections are permitted. The remote computer: o Can be running Windows or Mac. o Must have remote desktop connection client software installed. o Must be connected to the internet through a VPN connection. o Does not require Genie client to be installed. Note: The host computer will allow one person to connect remotely. The computer will be locked while the remote connection is active. Genie Server Connection via Remote Desktop Windows Workstation Mac or Windows remote computer with Remote Desktop client Last updated March 2014 Page 2

3 OPTION 3 REMOTE DESKTOP (MULTIPLE USER ACCESS) Computers running Windows Server Edition have the option of providing multiple concurrent Remote Desktop Connections when run in a Terminal Server role. Remote access will occur in the same manner as Option 2 above. To use terminal services, the following requirements must be met: The terminal server computer must have Genie client installed. The terminal server computer and the Genie server computer must be separate machines. Genie client must not be installed on the Genie server computer. Installation and configuration of a Terminal Server and Remote Desktop Access should only be performed by a suitably qualified IT Support Representative. Please liaise with your nominated IT Support Representative for all enquiries relating to remote access to your network. Suggested reference: Connection via Remote Desktop Terminal Server running Genie Client Locally connected Genie Clients Mac or Windows remote computers with Remote Desktop client Last updated March 2014 Page 3

4 OPTION 4 REMOTE DESKTOP (REMOTE HOSTING AND CLOUD HOSTING) Remote hosting is growing in popularity as there is no server hardware to purchase and all of your IT support is outsourced, providing you with access to your Genie database from any location with a fast and reliable internet connection. Please consider the following, which should be asked of your hosting or cloud provider: Where are the remote servers located? How do I access my data and run my practice if I lose my internet connection? How quickly can a backup be restored in a disaster recovery situation? What are the upfront costs, ongoing costs (including server rental) and IT support? Do you provide a Service Level Agreement, with a guarantee of availability to my hosted applications? Is my data hosted on a separate computer that is not shared with other customers? Can I print and scan and use all Genie functionality in the remote environment? Will I be able to download pathology and radiology results from any diagnostic provider? Can I send and receive electronic correspondence using a third-party messaging provider, e.g. Healthlink, Medical Objects or Argus? Will I be able to utilise SMS reminders for appointments and be able to access Genie software updates via the remotely hosted service? Note: Genie Solutions cannot recommend or endorse any particular hosting company or cloud provider. The installation and configuration of Genie on any hosted server will be the responsibility of the hosting provider. Speed and performance of Genie in a remotely hosted environment can vary, and is outside of the control of Genie Solutions. REMOTE HOSTING COMPANY OR CLOUD PROVIDER ACCESS GENIE AT ANY LOCATION WITH ACCESS TERMINAL SERVER Last updated March 2014 Page 4

5 OPTION 5 GENIEWEB GenieWeb is a lightweight utility for use on mobile devices, which is designed to work over low-speed internet connections. GenieWeb can be used for: Viewing and editing existing Appointments Viewing, editing and adding clinical information Viewing, editing and adding Tasks Viewing, editing and adding Address Book records To be able to use GenieWeb you will need: Genie Version or later. GenieWeb licences from Genie Solutions. A static IP address allocated by your Internet Service Provider.* Ports 8080 and 443 open on the firewall and appropriate forwarding to the web server.* An SSL certificate to encrypt data between the web server and web browser.* Please contact your IT provider for assistance with all items marked with an asterisk (*) above. GenieWeb is not intended as a replacement for Genie Client and cannot be used for any invoicing, receipting or banking. GenieWeb does not support remote printing. Please see the complete Features List in the Genie manual for further information. USING ANY MOBILE DEVICE (ipad, iphone or ANDROID) Last updated March 2014 Page 5

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