QuadraMed Enterprise Scheduling Combined Service Installation Guide. Version 11.0

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1 QuadraMed Enterprise Scheduling Combined Service Installation Guide Version 11.0

2 Client Support Phone: QuadraMed Corporation Proprietary Statement This material constitutes proprietary and trade secret information of the QuadraMed Corporation, and shall not be disclosed to any third party, nor used by the recipient except under the terms and conditions prescribed by the QuadraMed Corporation. The trademarks, service marks, and logos of QuadraMed Corporation and others used herein are the property of QuadraMed or their respective owners. QuadraMed Corporation Copyright Statement This material is also protected by Federal Copyright Law and is not to be copied or reproduced in any form, using any medium, without the prior written authorization of the QuadraMed Corporation. However, the QuadraMed Corporation allows the printing of the Adobe Acrobat PDF files for the purposes of client training and reference. Software and PDFs of guides and other documentation are available for download on the client support website. CDs and printed materials are available for purchase. See for more information. Contents copyright 2012 QuadraMed Corporation. All rights reserved.

3 QuadraMed Enterprise Scheduling Combined Service Installation Guide Table of Contents Version 11.0 QES Combined Service Install Installing QES Web Services IIS Configuration Configuring Affinity to use the QES Affinity Web Service QES Fax Windows Service Installation and Configuration QES Fax Engine Installation and Configuration QES SMS Windows Service Installation and Configuration Prerequisites for Installation Installation Copyright 2012 QUADRAMED CORPORATION

4 QuadraMed Enterprise Scheduling Combined Service Installation Guide ii QUADRAMED CORPORATION

5 11.0 QES Combined Service Install QES Combined Service Install The QES Service Install program provides the installation of the following services: The QES Web Services The QES Fax Windows Service The QES Fax Service Engine The QES SMS Windows Service To run the setup program, select the QesServerSetup.exe from Windows Explorer and double-click or right click and select Open. The installation starts and the Select Installers to Run window opens. Select the QES Server installs to be run and click Next. Each selected install is copied to a temporary folder and automatically launched. QUADRAMED CORPORATION 1

6 QuadraMed Enterprise Scheduling Combined Server Installation 11.0 Installing QES Web Services. 1. If QES Web Services is selected, the initial Welcome page opens; click Next to continue the installation process. 2. The Select Destination Location window opens, enter the location where the QES Web Service files are to be installed or click Browse to find the location. This directory needs to be accessible to Internet Information Services (IIS). If QES Web Services has been previously installed, the folder path will be preset. Click Next to continue. 2 QUADRAMED CORPORATION

7 11.0 QES Combined Service Install 3. The Ready to Install window opens. If the destination is correct, click Install to start copying the files. 4. The Installing window opens and displays a progress bar of the file copy process. Once all the files have been copied to the destination folders, the Configuration Wizard launches automatically. If you select Cancel on any of the Configuration Wizard windows, you will be prompted to close the Configuration Wizard and the information you entered on any of the pages will not be saved. All installation files will be left in the Destination folder.tthe Configuration Wizard can be manually run at a later time by running the CONFIG.EXE file, found in the BIN folder of the destination folder. QUADRAMED CORPORATION 3

8 QuadraMed Enterprise Scheduling Combined Server Installation The Connection Information window opens, enter the QES database connection information. Two connection options are available, Oracle and Cache. This information is stored in the configuration file. Once all information is entered, click Next to continue the installation. 6. The Web Services Options window opens. Depending on which QES Services are being installed, different information is required, refer to the following table. SMS Texting - Enter your license key. This key is unique to your client installation and can be obtained by contacting Quadramed Support. 4 QUADRAMED CORPORATION

9 11.0 QES Combined Service Install Affinity Services - For QCPR installations that will be using the Document Link service, enter the path to the QES document folder. This is typically located under the QES Application Server install folder in the EDM folder. 7. Only fill out those options for the services that you will be using. Click Finish to save the changes to the configuration file. Clicking Cancel leaves the installation files in place, but the configuration information that has been entered will be discarded. Clicking Back takes you back to the previous configuration window. 8. The Installation Complete window opens, indicating the installation was successful. Click Finish to close the installation program. IIS Configuration Ensure that Microsoft.NET Framework version 4.0 is installed. As of this writing, the framework can be obtained from Microsoft s MSDN at the following URL: IIS Version 6.0 (Windows Server 2003) The following assumes you installed the QES Web Service in the Default Web Site of IIS. If it has been installed into an alternative location, you will need to have IIS point to the correct application folders. All other settings and steps are the same. QUADRAMED CORPORATION 5

10 QuadraMed Enterprise Scheduling Combined Server Installation Open the Internet Information Services Manager and the Default Web Site node. The installed QES Web Services application are present under this node. 2. Right click the QES Web Service directory and click Properties. Once the Properties window is open, navigate to the Directory tab (default). Under the application settings click Create to create a web application. Other setting changes are not required. 6 QUADRAMED CORPORATION

11 11.0 QES Combined Service Install 3. Navigate to the ASP.NET tab and make sure that the ASP.NET version is set to Click OK to apply the changes. The folder icon is replaced with an application icon denoting that an application has been created for the folder. QUADRAMED CORPORATION 7

12 QuadraMed Enterprise Scheduling Combined Server Installation To verify the Web Service is installed and working correctly, with the QES Web Service folder (qeswebservices in our example) selected in the left panel, right click the QesAffService.asmx file in the right panel and select Browse. 6. The Affinity Web Service opens in Internet Explorer. Select GetListOfProcedures. 8 QUADRAMED CORPORATION

13 11.0 QES Combined Service Install 7. The IQESServer window opens with the Soap definition for the GetListOfProcedures method. Click Invoke to run the procedure on the web service. QUADRAMED CORPORATION 9

14 QuadraMed Enterprise Scheduling Combined Server Installation If the installation and setup is correct, including database connection information, a new window displays containing the XML returned from the Web Service. Close all open windows and configure Affinity to call the service. IIS Version 7.x (Windows Server /64 bit) 1. For 64-bit Installations, a 32-bit application pool needs to be set up. Open the Application Pools node and change either an existing application pool to run in 32-bit mode or create a new application pool. To create a new application pool, right click the Application Pools node and select Add Application Pool QUADRAMED CORPORATION

15 11.0 QES Combined Service Install 2. The Add Application Pool dialog opens. Enter an appropriate name for the application pool and the following settings: 3. Once the application pool has been added or to modify an existing application pool, right click the application pool you want to set to 32-bit and select Advanced Settings... QUADRAMED CORPORATION 11

16 QuadraMed Enterprise Scheduling Combined Server Installation In the Advanced Settings dialog, set the Enabled 32-Bit Applications option to True. 5. For both 32 and 64 bit setups, be sure to use an application pool that is using the 4.0x.NET framework. To change the framework used by an application pool, right click the application pool you want to use and select Basic Settings QUADRAMED CORPORATION

17 11.0 QES Combined Service Install 6. The Edit Application Pool dialog opens. Set the.net Framework version: as follows: Once the application pool is configured, add the QES Web Services to the pool. The following assumes the QES Web Service is installed in the Default Web Site of IIS. If it is installed in a different location, you will need to have IIS point to the correct application folders. All other settings and steps are the same. 7. In the IIS manager, open the Sites node, Default Web Site. Right click the QesWebServies folder and select Convert to Application. QUADRAMED CORPORATION 13

18 QuadraMed Enterprise Scheduling Combined Server Installation The Add Application dialog opens. Change the Application pool to the application pool that was set up in the prior steps. To select the application pool, click Select The Select Application Pool dialog opens. Select the application pool that was set up in the prior steps from the Application Pool: dropdown menu. 10. Click OK to close this dialog and the OK on the Add Application Dialog. 11. The QesWebServices node is now be enabled as an application as denoted by the Application Icon. 14 QUADRAMED CORPORATION

19 11.0 QES Combined Service Install 12. To verify the Web Service is installed and working correctly, click the QES Web Service Node (QesWebServices in this example) then click the Content View tab on the bottom of the right panel. Then right click the QesAffServer.asmx file and select Browse. 13. The Affinity Web Service opens in Internet Explorer. Select the GetListOfProcedures link. QUADRAMED CORPORATION 15

20 QuadraMed Enterprise Scheduling Combined Server Installation The IQESServer window opens with the Soap definition for the GetListOfProcedures method. Click Invoke to run the procedure on the web service. 16 QUADRAMED CORPORATION

21 11.0 QES Combined Service Install 15. If the installation and setup is correct, including database connection information, a new window displays containing the XML returned from the Web Service. Close all open windows and configure Affinity to call the service 16. The Configuration Wizard may be run at any time by running the config.exe application found in the installation BIN folder. 17. The Configuration Wizard provides the steps to set up the database connection information and other options used by the Web Services (see page 3). QUADRAMED CORPORATION 17

22 QuadraMed Enterprise Scheduling Combined Server Installation 11.0 Configuring Affinity to use the QES Affinity Web Service. 1. Run the Affinity Client and login as an Admin User. From the Master Menu, select Configuration. 2. On the Configuration Menu, select Web Service Client E/E. 3. On the Defined Web Service Client Location URLs window, if there isn t already an entry for QES, click Add to add an entry for QES. If one exists, double click the existing entry to modify it. 4. Create an entry with the name QES. Set the Service Location URL to the URL of the QesAffService.asmx file hosted by IIS. The URL needs to be in relation to where the Affinity Server is running, not necessarily the machine you are currently on. Typically, it will be in the format of: PATH: 18 QUADRAMED CORPORATION

23 11.0 QES Combined Service Install 5. The field Import WSDL? must be set to Y, even if you had an existing entry. Set the Package name: to QES. 6. Press the FORWARD Key to File. Re-enter your User Code to verify the change. 7. If everything is entered correctly, Affinity will Import and Recompile the WSDL. A Result Panel showing a successful compile displays. 8. Click Exit Browse Mode to close the window. Affinity is now setup to use the QES Web Service. QES Fax Windows Service Installation and Configuration The QES Fax Windows Service must be installed to allow QES to send faxes. The Fax Windows Service is typically installed on the QES Application Server in a FaxServer sub-folder of the main QES installation Folder, but is not required. The only requirement is that the Windows Service must have access to the QES Fax Document Folder. QUADRAMED CORPORATION 19

24 QuadraMed Enterprise Scheduling Combined Server Installation The Fax Server Windows Service installer launches and the Welcome Window displays. Click Next to continue the installation. Clicking Cancel cancels the installation and continue to the next installation you chose. 2. The Select Destination Location window opens, select where on the hard drive the QES Fax Windows Service files will be installed. If you have previously installed the QES Fax Windows Service, the folder path will be preset. Click Next to continue. 20 QUADRAMED CORPORATION

25 11.0 QES Combined Service Install 3. The Ready to Install window opens. If the destination is correct, click Install to start copying the files. 4. The Installing window opens and displays a progress bar of the file copy process. 5. Once all the files have been copied to the destination folders, the Configuration Wizard launches automatically. If you select Cancel on any of the Configuration Wizard windows, you will be prompted to close the Configuration Wizard and the information you entered on any of the pages will not be saved. All installation files will be left in the Destination folder.tthe Configuration Wizard can be manually run at a later time by running the CONFIG.EXE file, found in the BIN folder of the destination folder. QUADRAMED CORPORATION 21

26 QuadraMed Enterprise Scheduling Combined Server Installation The Connection Information window opens, enter the QES database connection information. Two connection options are available, Oracle and Cache. This information is stored in the configuration file. Once all information is entered, click Next to continue the installation. 7. The Set the Fax Server Options window opens, configure the various options needed for the Windows Fax Service to run. Click Finish to save all the configuration options to the configuration file and close the Configuration Wizard. 22 QUADRAMED CORPORATION

27 11.0 QES Combined Service Install 1. The Installation Complete window opens, indicating the installation was successful. Click Finish to close the installation program. QES Fax Engine Installation and Configuration The QES Fax Engine must be installed to allow QES to send faxes. This package must be installed on the physical computer that has the fax modems attached. This can be the same server used as the QES Application Server, but is not required. 1. The Fax Server Engine installer launches and the Welcome window opens. Click Next to continue the installation. Click Cancel to cancel the installation and continue to the next installation. QUADRAMED CORPORATION 23

28 QuadraMed Enterprise Scheduling Combined Server Installation The Select Destination Location window opens, select where on the hard drive the QES Fax Engine files will be installed. If you have previously installed the QES Fax Engine, the Folder path will be preset. Click Next to continue. 3. The Ready to Install window opens. If the destination is correct, click Install to start copying the files. 24 QUADRAMED CORPORATION

29 11.0 QES Combined Service Install 4. The Installing window opens and displays a progress bar of the file copy process. 5. The Installation Complete window opens, indicating the installation was successful. Currently, the QES Fax Server does not require configuration, so the Configuration Wizard will not be launched.click Finish to close the installation program. QUADRAMED CORPORATION 25

30 QuadraMed Enterprise Scheduling Combined Server Installation 11.0 QES SMS Windows Service Installation and Configuration Prerequisites for Installation Please review the prerequisites for the Short Message Service (SMS) application installation package. If any of these items are not adhered to the application install can fail. PREREQUISITESPlease review the prerequisites for the Short Message Service (SMS) application installation package. If any of these items are not adhered to the application install can fail. Prerequisites You must be logged in as a local administrator. QuadraMed Enterprise Scheduling version 11.0 and higher must be loaded on the application server. Callback Reminder version 11.0 and higher is installed. Oracle Client (OLEDB driver must be installed and TNSNames.ora must be configured with your database server's TNSNames) or Caché Client (with properly configured ODBC connection to the database). Supported Dialogic card. D4PCI-U, D4PCI-UF, D41JCT-LS. (Older D4PCI and ISA Dialogic cards are no longer supported.) Contact CDYNE Corporation for service options, at Installation The QES SMS Windows Service, in conjunction with the SMS Web Service installed as part of the QES Web Services, is required to support sending SMS call-back reminder texts from QES. This service can be installed on any server that has access to the QES database, including the QES Application Server. 26 QUADRAMED CORPORATION

31 11.0 QES Combined Service Install 1. The QES SMS Windows Service installer launches and the Welcome window displays. Click Next to continue the installation. Click Cancel to cancel the installation and continue to the next installation. 2. The Select Destination Location window opens, select where on the hard drive the QES SMS Windows Service files will be installed. If you have previously installed the QES SMS Windows Service, the folder path will be preset. Click Next to continue. QUADRAMED CORPORATION 27

32 QuadraMed Enterprise Scheduling Combined Server Installation The Ready to Install window opens. If the destination is correct, click Install to start copying the files 4. The Installing window opens and displays a progress bar of the file copy process. 5. Once all the files have been copied to the destination folders, the Configuration Wizard launches automatically. If you select Cancel on any of the Configuration Wizard windows, you will be prompted to close the Configuration Wizard and the information you entered on any of the pages will not be saved. All installation files will be left in the Destination folder.tthe Configuration Wizard can be manually run at a later time by running the CONFIG.EXE file, found in the BIN folder of the destination folder. 28 QUADRAMED CORPORATION

33 11.0 QES Combined Service Install 6. The Connection Information window opens, enter the QES database connection information. Two connection options are available, Oracle and Cache. This information is stored in the configuration file. Once all information is entered, click Next to continue the installation. 7. The Set the SMS Texting Options window opens, enter the configure options needed for the SMS Service to run. Click Finish to save all the configuration options, to the configuration file, and close the Configuration Wizard. QUADRAMED CORPORATION 29

34 QuadraMed Enterprise Scheduling Combined Server Installation The Installation Complete window opens, indicating the installation was successful. Click Finish to close the installation program. 30 QUADRAMED CORPORATION

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