CLIENT SERVER IT CHECKLIST & INVENTORY
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1 CLIENT SERVER IT CHECKLIST & INVENTORY January 2011 Project Manager: Practice Name: Contact Number for Install Check/Installation: (Other than the cell phone number): Fax Number: IT Contact: Cell Phone Number: Fill out this IT checklist and inventory and return it to your project manager No later than 1 week before the Install Check. Failure to return the completed IT Checklist and Inventory on time will result in the cancellation of the install check, which is a billable charge. Practices hosting the application locally, must affix a map of your network infrastructure and a brief description of how the proposed equipment fits into your back up and redundancy plans. Include additional network configuration information, if applicable, such as Windows clustering, SAN storage, and hardware load balancers. Number of Sites: Number of Providers: Total number of Concurrent Users: eclinicalworks Proprietary
2 CONTENTS High-Speed Internet 3 Remote Connection Options 5 VPN (Virtual Private Network) 5 Remote Desktop Connection 5 ecw Remote Services - ers 6 Equipment Details 6 Hardware Overview 8 Remote Connectivity Details 8 Server Configuration 9 FaxServer 14 Medical Device Interfaces 15 Peripheral Devices 16 Printers 16 s 16 Devices 17 Wireless Network 17 Clients 18 eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 2
3 High-Speed Internet Use the following checklists and tables to document the High-Speed Internet network: High-Speed Internet must be available at all locations. Recommended connections include DSL, Cable modem, T1 (must be dedicated; cannot be shared with voice), or T3 (eclinicalworks cannot install using dial-up). Set up the main firewall for your network to block all the incoming ports to your network. Configure the firewall to allow FTP download and upload (ports 20-21). Upload/Download speeds must be sufficient for eclinicalworks to work on the network remotely and download large files. Refer to table below for required network speeds: No. of Concurrent Users (Sharing this Connection) Required Download Speed* Required Upload Speed* Kb/s 512Kb/s Kb/s Fractional T1 to T1 768 Kb/s Fractional T1 to T Full T1 or equivalent Full T1 or equivalent * Depending on the type of practice and type of user staff, the required speeds may vary. These numbers are based on best practices implemented in ecw s data centers. Enter the number of concurrent users, the user type, and the download and upload speeds: Location No. of Concurrent Users User Type Download Speed* Upload Speed* *Your Internet service provider can provide you with the connection upload and download speeds. List any additional locations on a separate piece of paper along with the required information. eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 3
4 High-Speed Internet Do any of these sites experience Internet connectivity problems? Yes No If so, describe location, problem and how it is being addressed: eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 4
5 Remote Connection Options Remote Connection Options For practices with multiple locations or the provider would like to access eclinicalworks from home, a VPN connection is required. However, there are other options available. The following lists the options to consider: VPN (Virtual Private Network) A VPN provides secure access from location to location over Internet. There are several ways to accomplish this. The following options provide remote access: Hardware VPN Connections: Static IP address Inexpensive hardware and routers are easy to configure Requires VPN Router at each location Linksys VPN routers work well Server Hardware & Client Software Connection: Static Requires only one VPN router installed at main location Client uses software to connect Can connect securely from any location with just an Internet connection Cisco VPN Routers with 10 client licenses (depending on how many users) Remote Desktop Connection The following lists the specifics of a desktop connection: Static One port must be open (3389) The connection is secure It is part of the operating system The full features of the product like scanning or attaching document are not available eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 5
6 Equipment Details ecw Remote Services - ers The following lists the specifics of an ers connection (ers is for Workstations only): Tight VNC over SSH It is similar to Remote Desktop Connection Uses very low bandwidth Easy to set up and use Very thin client VNC must be installed on the workstations at the main and remote locations Do not install Microsoft VPN services or Microsoft Remote Access (alias Remote Access Connection Manager) on the server running eclinicalworks. Disable routing and remote services on the server running eclinicalworks. Does your practice have multiple locations? Yes No If yes, do these locations have VPN access? Yes No List the speed between the server and Location 1: List the speed between the server and Location 2: List the speed between the server and Location 3: List the speed between the server and Location 4: Do you want to provide staff with access to eclinicalworks from outside your network? Yes No If yes, indicate the method used by these locations to VPN access the server at the main location: * Note the infrastructure for these connections on the logical network map you provide. Remote Desktop Connection/Citrix Equipment Details The following table lists the requirements for the servers and clients on the eclinicalworks network. IMPORTANT! ecw cannot support performance issues if any of these items are not checked or are violated at anytime. Server Operating System must be Windows Server 2003/2008 (64 bit). Server is not set up as a DNS or DHCP Server. Server is not set up as a Domain Controller, VPN server, RAS server, or RDP server. Internal static IP is assigned for the server. Connect the server to the main switch or router directly for better performance. Internet Explorer version 7.0 or later is installed on all computers. There must be a separate partition for the OS (C: drive); ecw will be installed on the NON-OS partition. eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 6
7 Equipment Details Server must have a minimum of 80 GB of hard-disk space free on the C: drive (or the Operating System Partition). A Gigabit switch is mandatory when there are greater than 20 users or the practice is has multiple sites. Gigabit network cards for the server are required. ecw Remote Services (ers) is installed on your eclinicalworks and all computers. The eclinicalworks Installation and Support team use ecw Remote Services to connect to the server and other workstations at your practice. Your project manager will provide you with the installation file. Server must not be open to the Internet. The following ports must be closed to the Internet: MySQL 4928 Tomcat 8080 Open the Outgoing Port Range for Support VNC connections. For the AutoPracticeUpgrade to run, ensure Port 80 is open Also, enable FTP Celeron and Duron processors are NOT permitted on ecw workstations due to poor performance issues and will not be supported. The cache, clock, and bus speed are much lower than the Pentiums and this causes performance issues. All workstations/laptops must have an operating system per the hardware requirements. ecw does not support all-in-one printing/scanning/copying devices. Clients must have a minimum of 10 GB of hard-disk free space. Install MS Word on any computer where the user will be printing letters or encounter forms. Install MS Excel on any workstation where the user will be exporting reports to Excel. Do not change the computer names after installation. Please note wireless phones will interfere with wireless networks if operating under the same bandwidth. For a wireless connection, install a Cisco wireless router/access points. (Low-end routers are prone to error and will result in wireless speed issues in the over time). To perform the software installation, log in to all clients with an account that has administrator privileges. eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 7
8 Hardware Overview Hardware Overview Provide the total number of the various types of hardware to be used with eclinicalworks: Number of Fax Servers: Number of Desktops: Number of Tablets: Number of Laptops: Number of Printers: Number of s: Remote Connectivity Details Provide connection information from eclinicalworks to the server(s) for installation. Note: If selecting VPN Client, eclinicalworks the PCF file or fill out VPN configuration details below. Type: RDP (Public IP) Terminal Server VPN Client : Username and Check this box if usernames and passwords will be provided at installation. Note: Please fill out the following information if connectivity is via a VPN Client, and no PCF file will be provided. Host: Group: Check this box if password will be provided at installation. eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 8
9 Server Configuration Server Configuration Document each of the server configurations in the following tables. If the computer name, Admin password, and IP address are not yet known, enter unknown: Server 1 Operating System: Admin Username and WS 2003 X64 WS 2008 X64 Check this box if the password will be provided at installation. : Number of CPUs (or VCPUs): Processor Speed (GHz): Number of NIC Cards: Hard Drive Configuration and Available Space: OS Drive: RAM (GB): NIC Card Speeds: RAID: 1 5 Data Drive: RAID: 1 5 Specify Open TCP/IP Ports: If virtualizing, check the VMware product and version: Intended use (applicable only if more than 1 server): ESX 3.5 vsphere 4 Application/FTP Server Database Server ebo Server Reads/Replica Server Application Server FTP Server Interface Server ebo DB Server Test Server eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 9
10 Server Configuration Server 2 Operating System: Admin Username and WS 2003 X64 WS 2008 X64 Check this box if the password will be provided at installation. : Number of CPUs (or VCPUs): Processor Speed (GHz): Number of NIC Cards: Hard Drive Configuration and Available Space: OS Drive: RAM (GB): NIC Card Speeds: RAID: 1 5 Data Drive: RAID: 1 5 Specify Open TCP/IP Ports: If virtualizing, check the VMware product and version: Intended use (applicable only if more than 1 server): ESX 3.5 vsphere 4 Application/FTP Server Database Server ebo Server Reads/Replica Server Application Server FTP Server Interface Server ebo DB Server Test Server eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 10
11 Server Configuration Server 3 Operating System: Admin Username and WS 2003 X64 WS 2008 X64 Check this box if the password will be provided at installation. : Number of CPUs (or VCPUs): Processor Speed (GHz): Number of NIC Cards: Hard Drive Configuration and Available Space: OS Drive: RAM (GB): NIC Card Speeds: RAID: 1 5 Data Drive: RAID: 1 5 Specify Open TCP/IP Ports: If virtualizing, check the VMware product and version: Intended use (applicable only if more than 1 server): ESX 3.5 vsphere 4 Application/FTP Server Database Server ebo Server Reads/Replica Server Application Server FTP Server Interface Server ebo DB Server Test Server eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 11
12 Server Configuration Server 4 Operating System: Admin Username and WS 2003 X64 WS 2008 X64 Check this box if the password will be provided at installation. : Number of CPUs (or VCPUs): Processor Speed (GHz): Number of NIC Cards: Hard Drive Configuration and Available Space: OS Drive: RAM (GB): NIC Card Speeds: RAID: 1 5 Data Drive: RAID: 1 5 Specify Open TCP/IP Ports: If virtualizing, check the VMware product and version: Intended use (applicable only if more than 1 server): ESX 3.5 vsphere 4 Application/FTP Server Database Server ebo Server Reads/Replica Server Application Server FTP Server Interface Server ebo DB Server Test Server eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 12
13 Server Configuration Server 5 Operating System: Admin Username and WS 2003 X64 WS 2008 X64 Check this box if the password will be provided at installation. : Number of CPUs (or VCPUs): Processor Speed (GHz): Number of NIC Cards: Hard Drive Configuration and Available Space: OS Drive: RAM (GB): NIC Card Speeds: RAID: 1 5 Data Drive: RAID: 1 5 Specify Open TCP/IP Ports: If virtualizing, check the VMware product and version: Intended use (applicable only if more than 1 server): ESX 3.5 vsphere 4 Application/FTP Server Database Server ebo Server Reads/Replica Server Application Server FTP Server Interface Server ebo DB Server Test Server eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 13
14 FaxServer FaxServer The FaxServer must be installed on its own dedicated workstation/server. Refer to the Hardware Specifications document for hardware requirements. The FaxServer requires an internal Mainpine IQ Express modem, available as single port or multi-port (2, 4, or 8). eclinicalworks recommends digital faxing for practice with fax volume exceeding 1200 pages (sending/receiving) per day. For more details, or to purchase the Mainpine modem, please visit: Note: eclinicalworks supports only the Mainpine IQ Express Modem. Installing a Mainpine IQ Express Modem requires a PCIe slot. Each port on a Mainpine IQ Express Modem can send/receive 300 pages per day. Mainpine IQ Express Modem Installed: Yes No Number of Ports on the Modem: Number of Dedicated Analog Fax Lines: Number for Phone Line Connected to FaxServer: Does the Phone Line Require a Dial out Number? Operating System: Admin Username and Check this box if the password will be provided at installation. : Processor Speed (GHz): RAM (GB): Yes WS 2003 X64 WS 2008 X64 No eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 14
15 Medical Device Interfaces Hard Drive Configuration and Available Space: OS Drive: RAID: 1 5 Data Drive: RAID: 1 5 Remote Connectivity Software: (e.g., Remote Desktop, VPN) Medical Device Interfaces Check this box if password will be provided at installation Medical Device Interfaces are billable as per the labor rate sheet, unless otherwise indicated in your end-user agreement. List the medical devices to interface with eclinicalworks. (The device must be on the ecw list of support medical devices). Indicate the computers to install the interface for the particular device: Computer: Manufacturer: Midmark Welch Allyn Other Model: Computer: Manufacturer: Midmark Welch Allyn Other Model: Computer: Manufacturer: Midmark Welch Allyn Other Model: eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 15
16 Peripheral Devices Peripheral Devices Indicate the peripheral devices that will be used on the network. Note: Printers must be network enabled. Printers Manufacturer/Model Number Check Box if Network Enabled s Note: s must be TWAIN compatible; most TWAIN scanners are compatible, but eclinicalworks still needs verify the scanners as compatible prior to installation. Note: For the most efficient file size, use the following scanner settings: 150 or 100 x 100 DPI, one- or eight-bit gray color, Group 4 LZW compression TIFF. Manufacturer/Model Number Check Box if TWAIN Compatible eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 16
17 Wireless Network Devices For more information about the device models supported, refer to the ecw List of Devices. Manufacturer Model Quantity DYMO Label Series Printer: MedicScan OCR Card : Signature Pad: Other: Wireless Network If the office uses a wireless network, provide the following information about the router or access point: Wireless Router Manufacturer: Speed: Model: Wireless Access Point IP Subnet: For an access point, provide more information: Approximate number of laptops/tablets connected: eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 17
18 Clients Clients Provide information about all the computers where eclinicalworks will be installed. eclinicalworks will not be installed on any computer that is not listed on the inventory list. If the practice has more than 20 computers, you may provide the necessary information on a separate spreadsheet or document, as long as the following information is provided for each client: Computer Name OS, Memory (RAM) CPU Type CPU Speed Free Hard Disk Space Software/Peripherals available to that computer (Refer to the samples provided for acceptable formats.) If computer name is unknown, indicate location (e.g., front desk). If Admin password and IP address are unknown, indicate unknown. Client 1 Admin Username and Dragon Medical 10 MedicScan Signature Pad Client 2 Admin Username and eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 18
19 Clients Client 3 Admin Username and Client 4 Admin Username and Client 5 Admin Username and eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 19
20 Clients Client 6 Admin Username and Client 7 Admin Username and Client 8 Admin Username and eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 20
21 Clients Client 9 Admin Username and Client 10 Admin Username and Client 11 Admin Username and eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 21
22 Clients Client 12 Admin Username and Client 13 Admin Username and Client 14 Admin Username and eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 22
23 Clients Client 15 Admin Username and Client 16 Admin Username and Client 17 Admin Username and eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 23
24 Clients Client 18 Admin Username and Client 19 Admin Username and Client 20 Admin Username and Please use a separate page for additional clients. eclinicalworks Proprietary, January IT Checklist And Inventory (Appendix F) Client Server 24
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