Allscripts Professional EHR

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1 for Allscripts Professional EHR Remote Desktop (RDP) Setup and Installation Guide April, 2015

2 ii Copyright NoteSwift, Inc. All Rights Reserved. NoteSwift is a trademark of NoteSwift, Inc., in the United States or other countries. All other names and trademarks referenced herein are trademarks of NoteSwift, Inc. or their respective owners. Designations used by third-party manufacturers and sellers to distinguish their products may be claimed as trademarks by those third-parties. Dragon Medical Practice Edition and PowerMic are registered trademarks or trademarks of Nuance Communications. Nuance OCR 2015 Nuance Communications. All Rights Reserved. Allscripts and the Allscripts logo are either registered trademarks or trademarks of Allscripts, in the United States and/or other countries. The MIT License Copyright (c) 2007 James Newton-King Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

3 iii Cryptolicensing for.net Copyright LogicNP Software. Microsoft Public License (Ms-PL) This license governs use of the accompanying software. If you use the software, you accept this license. If you do not accept the license, do not use the software. 1. Definitions The terms "reproduce," "reproduction," "derivative works," and "distribution" have the same meaning here as under U.S. copyright law. A "contribution" is the original software, or any additions or changes to the software. A "contributor" is any person that distributes its contribution under this license. "Licensed patents" are a contributor's patent claims that read directly on its contribution. 2. Grant of Rights (A) Copyright Grant- Subject to the terms of this license, including the license conditions and limitations in section 3, each contributor grants you a non-exclusive, worldwide, royalty-free copyright license to reproduce its contribution, prepare derivative works of its contribution, and distribute its contribution or any derivative works that you create. (B) Patent Grant- Subject to the terms of this license, including the license conditions and limitations in section 3, each contributor grants you a non-exclusive, worldwide, royalty-free license under its licensed patents to make, have made, use, sell, offer for sale, import, and/or otherwise dispose of its contribution in the software or derivative works of the contribution in the software. 3. Conditions and Limitations (A) No Trademark License- This license does not grant you rights to use any contributors' name, logo, or trademarks. (B) If you bring a patent claim against any contributor over patents that you claim are infringed by the software, your patent license from such contributor to the software ends automatically.

4 iv (C) If you distribute any portion of the software, you must retain all copyright, patent, trademark, and attribution notices that are present in the software. (D) If you distribute any portion of the software in source code form, you may do so only under this license by including a complete copy of this license with your distribution. If you distribute any portion of the software in compiled or object code form, you may only do so under a license that complies with this license. (E) The software is licensed "as-is." You bear the risk of using it. The contributors give no express warranties, guarantees or conditions. You may have additional consumer rights under your local laws which this license cannot change. To the extent permitted under your local laws, the contributors exclude the implied warranties of merchantability, fitness for a particular purpose and noninfringement. VcCom API Copyright 2015 Alan MacAree, All Rights Reserved. Citrix and Citrix XenApp are trademarks of Citrix Systems, Inc. and/or one or more of its subsidiaries, and may be registered in the United States Patent and Trademark Office and in other countries.

5 1 Table of Contents Copyright... ii Overview... 1 NoteSwift Server... 1 System Requirements... 1 Prerequisites... 1 Download URL... 1 Installation... 1 Publishing the Application to Remote Desktop or Citrix... 1 Licensing... 2 Firewall... 2 Updates... 2 NoteSwift Client NoteSwift 2.0 for Allscripts Professional EHR System Specifications Supported Operating Systems Processors Prerequisites Download URL Installation Updates Licensing Firewall... 11

6 1 Overview When deployed to a Remote Desktop (RDP) or Citrix environment, NoteSwift for Allscripts Professional consists of a server and client component. The server component (NoteSwift Server) is installed on the Remote Desktop server hosting the EHR, and it is launched in same Remote Desktop session as the EHR. Installation of NoteSwift Server is only required for EHR deployments using Remote Desktop. The client component (NoteSwift Client) is installed on the user s machine where Dragon Medical is installed. NoteSwift Client supports EHRs running locally on the user s machine as well as EHR deployments using Remote Desktop. NoteSwift Server runs in the same Remote Desktop session as the EHR, and the NoteSwift Client communicates with the server over a Remote Desktop virtual channel. NoteSwift Server System Requirements Either: o Remote Desktop Server running on Windows Server 2008 R2 (preferred), or: o Citrix XenApp Server running on Windows Server 2008 R2 (preferred) Disk: ~111MB (NoteSwift Server is installed per machine) Memory: ~40MB RAM per instance (each user will invoke their own instance of NoteSwift Server) Prerequisites NoteSwift requires.net Framework 4.0 or later. Download URL Your distributor will provide the NoteSwift server and client download URLs Installation An administrator must perform the initial installation of NoteSwift Server, by running the NoteSwift server installer on the Remote Desktop or Citrix server where Allscripts Professional is currently published Publishing the Application to Remote Desktop or Citrix NoteSwift Server must be launched with Allscripts Professional in the same session. Generally speaking, a straightforward way of launching NoteSwift Server with Allscripts Professional is to publish a.bat file that launches both programs. Your administrator may have a different approach that accomplishes the same thing. The file that must be launched with Allscripts Pro is: C:\Program Files (x86)\noteswift\noteswift for Allscripts Pro Server\NoteSwiftServer.exe

7 2 Licensing No license is necessary to install the server component. All licensing is managed in the client component. Firewall Ensure that all traffic over ports 80 and 443 are allowed to/from the following domain: download.noteswift.com Updates Steps to Update the NoteSwift Server Component 1. Ensure all running instances of NoteSwiftServer.exe on the server are stopped/killed and that all users are logged out. Important: Failure to ensure that NoteSwiftServer.exe is stopped on the server may require a reboot to complete the update. 2. Navigate to the NoteSwift server installation directory, which is typically C:\Program Files (x86)\noteswift\noteswift for Allscripts Pro Server, and run file updater.exe, which will launch the updater as shown in the steps below.

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15 10 Once the NoteSwift server component is updated, the NoteSwift client will automatically update itself the next time it is started on the end user s machine. NoteSwift Client Note: More information on the installation and usage of NoteSwift Client can be found in the NoteSwift for Allscripts Professional Manual. NoteSwift 2.0 for Allscripts Professional EHR System Specifications (Updated 4/8/2015) Desktop (client) installationinstallation Requirements Disk space: 111 MB Memory: 4GB RAM minimum, 8GB RAM recommended Supported Operating Systems Windows 7, 32-bit and 64-bit Windows 8/8.1, 32-bit and 64-bit Windows Server 2008/2012

16 11 Note: Mac OS X Boot Camp installations are not officially supported. While your experience may be different, in testing there have been some anomalies found which are inconsistent with the operation of NoteSwift running on native Windows machines and virtual machines. We will continue to monitor as Boot Camp updates become available. Processors Recommended: Intel Pentium /2.4 GHz processor (1.6 GHz dual core processor) or equivalent AMD processor. Faster processors will yield faster performance (SSE2 instruction set required). Prerequisites Prerequisites NoteSwift requires.net Framework 4.0 or later. Dragon Medical 360 Network Edition, version 11 and later, or Dragon Medical Practice Edition, version 1 and later Download URL Your distributor will provide the NoteSwift download URL. Installation The initial installation of NoteSwift Client must be performed by an administrator running the NoteSwift installer on the user s machine where Dragon Medical Edition has been previously installed. Make sure RDP or Citrix is selected when prompted, to ensure that remote access support is correctly installed if that is the needed configuration. Note that the install must be done with administrative rights. If this is an upgrade from 1.0, the NoteSwift installer will silently uninstall 1.0 prior to installing 2.0. Note that these versions are mutually exclusive. Updates NoteSwift Client automatically checks for updates each time it starts. If an update is available, it is downloaded and applied. Any user can apply an update, even without administrative rights. Licensing Users must enter a valid license key when NoteSwift is run. NoteSwift cannot be used without a license key. If you do not have a license key, please contact your distributor or reseller. Firewall Ensure that all traffic over ports 80 and 443 is allowed to/from the following domain: download.noteswift.com

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