Advanced Installation & Reference Guide. for OneTouch DataLink Data Management System and OneTouch DataLink Web
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1 Advanced Installation & Reference Guide for OneTouch DataLink Data Management System and OneTouch DataLink Web
2 Copyright 2010 LifeScan Inc. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in retrieval systems, or translated into any language or computer language, in any form, or by any means: electronic, mechanical, magnetic, optical, or otherwise, without the prior written permission of LifeScan, Inc, 1000 Gibraltar Drive, Milpitas, California, 95035, United States of America. Disclaimer LifeScan reserves the right to change its products and services at any time to incorporate the latest technological developments. This guide is subject to change without notice. Trademarks OneTouch, DataLink, SureStep, SureStepFlexx, SureStepPro, and MeterLink are registered trademarks of LifeScan, Inc. Microsoft, Windows, Windows Server, and SQL Server are registered trademarks of Microsoft Corporation. Citrix, Program Neighborhood are registered trademarks and Citrix XenApp, Citrix Presentation Server are trademarks of Citrix Systems Inc. Adobe, Acrobat, and Reader are registered trademarks of Adobe Systems Incorporated.
3 Contents Preface Chapter 1. Technology Overview OneTouch DataLink Advanced Installation Overview Key Technologies Thin Client/Server Technology Citrix Presentation Server 4.5 and Citrix XenApp 5.0/ Terminal Services: Windows Terminal Server Internet Information Services (IIS) SQL Server OneTouch DataLink Web Functionality Multi-user Environment Accounts, Users, and Sessions Server Configurations Meter Connectivity Glossary Chapter 2. Installation of OneTouch DataLink Web for Use with Terminal Services Getting Started Verify System Requirements Verify Installed Components Setup a LifeScan Account Required Materials Configure Terminal Services Enable Terminal Services Enable Client Printer Redirection Configure Internet Information Services (IIS) Install OneTouch DataLink Data Management System v Ensure SQL Server Is Running Properly Determine Number of Computers Publishing the OneTouch DataLink Workstation Application Install Application Services Create the Connectivity Account Create Point-of-Care User Accounts Install the OneTouch DataLink Web Logon Page Copy Files by Using Web.bat Configure IIS
4 Chapter 3. Installation of OneTouch DataLink Web for Use with Citrix. 37 Getting Started Verify System Requirements Verify Installed Components Setup a LifeScan Account Required Materials Enable Client Printer Redirection Configure Internet Information Services (IIS) Install OneTouch DataLink Data Management System v Ensure SQL Server is Running Properly Determine Number of Computers Install Application Services Create the Connectivity Account Create Point-of-Care User Accounts Install the OneTouch DataLink Web Logon Page Copy Files by Using Web.bat Configure IIS Publishing the OneTouch DataLink Workstation Application Creating Client-side Connection to the Workstation Application Publishing the Connectivity Desktop Creating Client-side Connection to the Connectivity Desktop Chapter 4. Multiple MeterLink Instances and Time Zone Support Multiple MeterLink Instances on a Server Verify System Requirements Verify Installed Components Creating a Replicated Connectivity Account Create Another Instance of MeterLink Configure the Instance of MeterLink MeterLink on Multiple Servers for Multiple Time Zone Support Verify System Requirements Install MeterLink Only Chapter 5. Licensing OneTouch DataLink Sync Microsoft Windows Server 2003/2003 R2/2008/2008 R Microsoft SQL Server 2005, 2008, 2008 R2, or 2008 R2 Express and Client Access Licenses (CALs) Citrix XenApp (formerly Citrix Presentation Server )
5 Chapter 6. Using OneTouch DataLink Web How Using OneTouch DataLink Web is Different Logging on via Browser Logging on using TS Web Access (2008)/Remote Desktop Web Access (2008 R2).. 83 Logging on Using Citrix Program Neighborhood Starting and Using OneTouch DataLink Web Connecting as Connectivity Administrator Connecting as a Point-of-Care User Understanding Multi-User Issues Printing Regional Settings Installing OneTouch DataLink Sync Installing OneTouch DataLink Sync on Windows Vista, Windows 7, Windows Server 2008, or Windows Server 2008 R Appendix A. Frequently Asked Questions (FAQ)
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7 Preface The purpose of this document is to help guide experienced IT professionals in successfully installing and configuring OneTouch DataLink Data Management System v3.4 for use in a client/server network environment. Many of the prerequisites required for such an installation are already covered in the Installation section of the OneTouch DataLink System Administrator's Guide, which is frequently referenced in the text that follows. The steps required for installation will vary somewhat depending on the specific needs and configuration of your organization, so please review the information carefully to ensure that you complete the steps necessary for your installation. This guide also provides an overview of the following topics: Definition and use of the OneTouch DataLink Web Licensing requirements for server and clients Configuring Terminal Services and Internet Information Services for providing client/ server functionality to the OneTouch DataLink Data Management System v3.4 over a network and based from a server running Microsoft Windows Server 2003, 2003 R2, 2008, or 2008 R2. Using a separate Web server with the OneTouch DataLink Data Management System v3.4 Using Citrix products to publish various applications belonging to the OneTouch DataLink Data Management System v3.4 for use over a network in a client/server environment It is assumed that the reader is familiar with Microsoft Windows Server operating systems, Terminal Services, Internet Information Services (IIS), SQL Server and Citrix products (if used). 7
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9 CHAPTER 1 Technology Overview OneTouch DataLink Advanced Installation Overview This guide describes how to install and configure the OneTouch DataLink Data Management System v3.4 in a networked client/server environment. The goal is to provide the following functionality not available with the installation configurations covered in the OneTouch DataLink System Administrator s Guide: Rapid, centralized deployment and administration of OneTouch DataLink connectivity solutions in a client/server environment Full-screen, high-color, low-bandwidth access to the OneTouch DataLink Data Management System for any number of users from any location on virtually any Windows based computing device (with automatic reconnects) Microsoft Windows Server 2003, 2003 R2, 2008, and 2008 R2 technologies (eg, 128-Bit Encryption, Group Policy, Smart Card Sign-On, etc.) enhanced security and assist with HIPAA compliance Accessibility to all printers installed on the client - including local and networked printers Virtual channels allow data (ie, files) to be moved between clients and server, and each user's view from the server running OneTouch DataLink components is independent of any other user's view This additional functionality added to the OneTouch DataLink Data Management System v3.4 is referred to as OneTouch DataLink Web. This chapter presents a brief overview of the key technologies utilized in this guide: Windows Server 2003/2003 R2 Windows Server 2008/2008 R2 Citrix Presentation Server 4.5 and Citrix XenApp 5.0 Terminal Server (Terminal Services) Internet Information Server (Web Services) Remote Desktop Web Connection Internet Explorer Chapter 1: Technology Overview 9
10 Key Technologies Thin Client/Server Technology Thin client/server architecture refers to a strategy whereby simple, inexpensive computers are used to run applications that reside on a server. The client computer performs little or no data processing; the server does the processing instead. The use of thin client/server technology offers a number of potential benefits, including a reduction in costs for acquiring and maintaining sophisticated client workstations, installation and updating of applications in a single location (on the server only), and improved security. By using thin client/server technology, true local/remote transparency can be provided which means being able to access your information from virtually any client, either from the internet or through your organization s intranet. 10 Chapter 1: Technology Overview
11 Citrix Presentation Server 4.5 and Citrix XenApp 5.0/6.0 Citrix Presentation Server 4.5 and Citrix XenApp 5.0/6.0 are application delivery systems which enable applications installed on a server to be published to a group of client users on a network. Client users that are members of the group can access published applications from their local computer using Citrix Program Neighborhood. Once started, such applications appear to them as if running on their local computer, though these applications actually run on the server. Citrix Presentation Server 4.5 runs on servers using the Microsoft Windows Server 2003 and 2003 R2 operating system, Citrix XenApp 5.0 runs on servers using the Window Server 2008 operating systems, and Citrix XenApp 6.0 runs of servers using the Windows Server 2008 R2 operating system. All utilize some parts of Terminal Services, which is part of the Windows Server operating systems. Terminal Services: Windows Terminal Server The Terminal Server component of Windows Server 2003, 2003 R2, 2008, and 2008 R2 allows a user to access applications or data stored on a remote computer - in this case, the OneTouch DataLink Data Management System v3.4 - over a network. Terminal Services is one of the underlying technologies which enables Remote Desktop and Remote Assistance functionality. Remote Desktop provides a way to log on to Terminal Services over a network by using thin client technology in order to access an application or a Windows desktop that runs on the Terminal Server. Internet Information Services (IIS) Internet Information Services (IIS) is web server software that provides the web application infrastructure for all versions of Window Server 2003, 2003 R2, 2008, and 2008 R2. To make it easy to start a Terminal Services session, web pages can use an ActiveX control to provide access to a Remote Desktop Connection. In Windows Server 2008 R2, Terminal Services has been renamed Remote Desktop Services. The remainder of this document will refer to both as simply Terminal Services. SQL Server Microsoft SQL Server 2005, 2008, and 2008 R2 are fully featured database servers which allow multiple users or devices to store, access, and update structured data in multiple databases. Microsoft SQL Server 2008 R2 Express has fewer features then the full version (Microsoft SQL Server 2008 R2), but provides enough functionality and capacity for smaller installations (contact Microsoft for more information). Any one of these database servers can provide the persistent data storage infrastructure for the OneTouch DataLink Data Management System. SQL Server is not installed with the OneTouch DataLink Data Management System v3.4, so an installation of SQL Server should be made available before installing OneTouch DataLink (see the sections System Settings for Running OneTouch DataLink and SQL Chapter 1: Technology Overview 11
12 Server Settings for Running OneTouch DataLink in the OneTouch DataLink System Administrator's Guide for details regarding SQL Server requirements and configuration). OneTouch DataLink Web Functionality By following the instructions in this guide, the functionality of OneTouch DataLink Data Management System v3.4 can be extended to support the following features: Operation from any Internet Explorer browser via the OneTouch DataLink Web site, with automatic installation of required ActiveX control Remote Desktop access to programs running on an application server Simultaneous access to the OneTouch DataLink Workstation application for multiple point-of-care operations, via Terminal Services or Citrix Presentation Server 4.5 or Citrix XenApp 5.0/6.0 Start/Stop and connectivity administration from a single Connectivity Account; the OneTouch DataLink System runs while the account is logged on Distribution of OneTouch DataLink Sync over the Web from the OneTouch DataLink Web site Windows Server 2003, 2003 R2, 2008, and 2008 R2 hosting for centralized IT department management. The OneTouch DataLink Data Management System v3.4 can be separated by function into separate computers as required. IT department intervention is not required to start, stop, or manage daily details of the OneTouch DataLink system. 12 Chapter 1: Technology Overview
13 Multi-user Environment The instructions in this document extend the functionality of the OneTouch DataLink Data Management System v3.4 by allowing multiple users to access the system simultaneously. The OneTouch DataLink system is started and stopped, and meter connectivity is managed, from a single Connectivity Account. Multiple point-of-care users can use the OneTouch DataLink Workstation application simultaneously. Chapter 1: Technology Overview 13
14 Accounts, Users, and Sessions Two account types are used by OneTouch DataLink Web: A single Connectivity Account for starting/stopping OneTouch DataLink Data Management System v3.4 and for managing meter connectivity Point-of-Care Accounts for multi-user access to the OneTouch DataLink Workstation application Connectivity Account (one) The Connectivity Account is a single-user account allowing a Terminal Services Remote Desktop logon to the application server hosting the OneTouch DataLink system via the OneTouch DataLink Web logon page. A user (eg, a point-of-care coordinator) uses this account to start up and shut down the OneTouch DataLink Data Management System v3.4 and to manage meter connectivity. To start the OneTouch DataLink system, a user must log on to the Connectivity Account. To keep the OneTouch DataLink system running, this account must remain logged on. Once the OneTouch DataLink system is running, the user is prevented from logging off. The user may disconnect from the Remote Desktop session, which will leave the account logged on and the OneTouch DataLink system running. To shutdown the OneTouch DataLink system, a user must log on to the Connectivity Account and shut down MeterLink, Results Processing, and the Activity and Error Logging applications. Terminal Services on the Application Sever will normally allow only one user at a time for this account, so its session switches to the last user who logs on to it using Remote Desktop, causing the previous user to be disconnected. Point-of-Care Accounts (many) The Point-of-Care Accounts are user accounts allowing Terminal Services Remote Desktop use via the OneTouch DataLink Web logon page or using the Citrix Program Neighborhood. A user (eg, a nurse) employs this type of account to manage the OneTouch DataLink Data Management System v3.4 and to generate and print reports. Multiple users of this type may be logged on simultaneously, but usually only the OneTouch DataLink Workstation application can be run. Exiting the program or disconnecting from the session terminates the session. Every logon gets a new session. The number of simultaneous users is dependent on licensing. (See Chapter 5, Licensing for more information.) 14 Chapter 1: Technology Overview
15 The accounts support three types of OneTouch DataLink users: Connectivity User Responsible for starting and stopping the OneTouch DataLink system and managing the meter connections. Uses the Connectivity Account to accomplish these tasks. Management user Responsible for managing OneTouch DataLink items (ie, operators, meters, test strips, reagents, etc.), generating reports, performing backups, and creating archives. Uses the OneTouch DataLink Workstation application from either account type. Point-of-Care User Responsible for generating reports and possibly managing some OneTouch DataLink items. Uses a Point-of-Care Account to use the OneTouch DataLink Workstation application. Chapter 1: Technology Overview 15
16 A session is created when a user logs on to an account using a Terminal Services Remote Desktop connection, or via Citrix. The Connectivity Account maintains its connection and continues running until the OneTouch DataLink software is shut down and the user logs off. A Point-of-Care Account session ends when the user disconnects or logs off. The actual names of the accounts and their passwords are determined by the system administrator. The Suggested name for the Connectivity Account is DataLinkConnectivity. For clarity, the instructions that follow make all accounts local. This makes sense, as these accounts access programs that can be run only from the OneTouch DataLink Web Application Server and have no larger context. However, it is possible to create the accounts as domain accounts. Consult your IT department for more information. Server Configurations The OneTouch DataLink Web system can be run on a single computer or configured to run on multiple computers. It is recommended that the entire OneTouch DataLink Web system be installed on a single computer. While complex configurations using multiple computers and domain accounts are possible, concerns regarding user permissions and account conflicts make them more difficult to create. Consult your IT department for more information. The Installation section of the OneTouch DataLink System Administrator's Guide contains all the information required for installing the OneTouch DataLink Data Management System v3.4 on one or more servers. It is strongly recommended that this guide be utilized when deciding what server arrangement to use, and when installing the OneTouch DataLink v3.4 software on these servers. 16 Chapter 1: Technology Overview
17 Meter Connectivity Administration of meter connectivity is performed only from the Connectivity Account. Within the OneTouch DataLink System, the MeterLink program manages connectivity to the meters. These meters can be SureStep Pro bedside units or SureStep Flexx meters. Connections to meters for download of configuration information or upload of test results can be accomplished via several different pathways: Modem communications through Serial Server/Client(s), through Terminal Server(s), or directly to the Application Server Wired communications to network devices such as Serial Server/Clients(s) or PC(s) running OneTouch DataLink Sync Wireless communications via an b/g access point using the OneTouch DataLink Wireless Unit Direct connection to the Application Server Chapter 1: Technology Overview 17
18 Glossary Citrix Presentation Server 4.5 Citrix Presentation Server 4.5 provides application delivery infrastructure over a network. This allows an application to be installed and managed on a centralized server, and then accessed by numerous remote client computers. Citrix XenApp 5.0 Citrix XenApp 5.0 is a newer version with support for Windows Server 2008 which provides application delivery infrastructure over a network. Citrix XenApp 6.0 Citrix XenApp 6.0 is a newest version with support for Windows Server 2008 R2 which provides application delivery infrastructure over a network. Citrix Program Neighborhood An application installed on client computers. The Citrix Program Neighborhood is used to access all applications published on a server running Citrix Presentation Server 4.5 or Citrix XenApp 5.0. Citrix Online Plug-In An application installed on client computers. The Citrix Online Plug-In is used to access all applications published on a server running Citrix XenApp 6.0. Microsoft Windows Server 2003, 2003 R2, 2008, and 2008 R2 Windows Server 2003, 2003 R2, 2008, and 2008 R2 are each multipurpose operating systems offering reliable and secure Terminal Services. These operating systems are supported for OneTouch DataLink Web installation. Remote Desktop Connection Remote Desktop Connection allows client computers to connect to a server running Microsoft Terminal Services to access files and applications on the server. Virtual Private Network A virtual private network, or VPN, provides the ability to secure connectivity from the public Internet to a local intranet. 18 Chapter 1: Technology Overview
19 CHAPTER 2 Installation of OneTouch DataLink Web for Use with Terminal Services This chapter describes requirements and procedures related to the installation of OneTouch DataLink Web for use with Terminal Services. Before you begin, read and understand the Installation section of the OneTouch DataLink System Administrator s Guide. The following pages describe how to configure Terminal Services and Internet Information Servers (IIS) version 6.0 or later for running OneTouch DataLink Web on Microsoft Windows Server operating systems. Please see and the Windows Server operating system for more detailed information. STEP 1. Getting Started Verify System Requirements Verify that the intended computer(s) meet the system requirements for OneTouch DataLink Web, which are the same requirements as those for Windows Server (2003, 2003 R2, 2008, or 2008 R2). Verify Installed Components To install OneTouch DataLink Web, the following components must be installed on the host server: Terminal Services The following must be present within the organization s network infrastructure: Internet Information Services 6.0 or later SQL Server 2005, 2008, 2008 R2, or 2008 R2 Express Setup a LifeScan Account Before installing OneTouch DataLink Web, LifeScan recommends setting up an account with administrative rights called LifeScan that will be used for software updates, maintenance, and technical support. Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services 19
20 Required Materials Depending on the components you need to install, some or all of the following may be necessary for the installation procedure: Windows Server (2003, 2003 R2, 2008, 2008 R2) installation CD (to install the Terminal Services and Internet Information Services server roles) OneTouch DataLink Web installation CD, which contains the installation kit for OneTouch DataLink v3.4, OneTouch DataLink Sync 1.0, the Web.bat file, documents, and other required materials. STEP 2. Configure Terminal Services Enable Terminal Services If Terminal Services is not already enabled, follow the procedure below to configure the server and enable Terminal Services. If Terminal Services is enabled, proceed to the next section, Enable Client Printer Redirection. NOTE: In Windows Server 2008 R2, Terminal Services is renamed Remote Desktop Services. CAUTION: As a security precaution, when you use the Configure Your Server Wizard to install Terminal Services, the Internet Explorer Enhanced Security Configuration is set by default to prevent administrators from downloading files or running ActiveX controls for the Web. This setting affects all user accounts on this server including OneTouch DataLink Web users. If you want these users to be able to use the Internet normally, then change this setting by using Add/Remove Windows Components in Add or Remove Programs. Windows Server 2003/2003 R2 1. Click Start, and then point to Administrative Tools > Configure Your Server Wizard. 2. Click Next, and follow the instruction on the Preliminary Steps screen. 3. Click Next, and select Terminal server on the Server Role screen. 4. Click Next, and verify that the Summary of Selections screen contains Install Terminal Server only. 5. Click Next. 6. Click OK. The software will install and the computer will reboot. 7. The message This Server Is Now a Terminal Server appears. Click Finish. 20 Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services
21 Windows Server 2008/2008 R2 1. Click Start, then point to Administrative Tools > Server Manager. 2. Scroll down to the Roles Summary section, then click Add Roles. The Add Roles Wizard appears. 3. If the Before You Begin screen appears, read the instructions and click Next. 4. In the Select Server Roles screen, check Terminal Services (Remote Desktop Services in Windows Server 2008 R2) in the list of roles, then click Next. 5. In the Terminal Services screen (Remote Desktop Services screen in Windows Server 2008 R2), click Next. 6. For Windows Server 2008: In the Role Services screen, check Terminal Server. Also select TS Licensing if appropriate for your organization. If you want to publish the DataLink Workstation application for web access under terminal services, also select TS Web Access. If the Add role services and features required for TS Web Access? dialog appears, click Add Required Role Services, which may install other services. For Windows Server 2008 R2: In the Select Role Services screen, check Remote Desktop Session Host. Also select Remote Desktop Licensing if appropriate for your organization. If you want to publish the DataLink Workstation application for web access under terminal services, also select Remote Desktop Web Access. If the Add role services and features required for Remote Desktop Web Access? dialog appears, click Add Required Role Services, which may install other services including IIS. 7. On the Role Services screen (Select Role Services screen in Windows 2008 R2), click Next. 8. In the Uninstall and Reinstall Applications for Compatibility screen, click Next. 9. In the Specify Authentication Method screen, select the authentication method appropriate for your organization, then click Next. 10. In the Specify Licensing Mode screen, configure licensing for Terminal Services (Remote Desktop Services in Windows 2008 R2) as appropriate for your organization. When done, click Next. 11. In the Select User Groups Allowed Access screen, select the users and/or groups that you wish to have access to Terminal Services/Remote Desktop Services. Note that a new user group will be created to contain these users. When done, click Next. CAUTION: If you chose TS Web Access (Remote Desktop Access in Windows 2008 R2) and then publish the OneTouch DataLink Workstation, then the users and groups set here will have access to the OneTouch DataLink Workstation. 12. If the Licensing Configuration screen appears, then configure licensing further as appropriate for your organization. When done, click Next. 13. If the Configure Client Experience screen appears, then configure the client settings as appropriate for your organization. When done, click Next. 14. If you chose Terminal Services Web Access (Remote Desktop Web Access in Windows 2008 R2) on the Web Server (IIS) screen, click Next to continue. Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services 21
22 15. If you chose Terminal Services Web Access (Remote Desktop Web Access In Windows 2008 R2) on the Select Role Services screen, configure the web server role services as appropriate for your organization. When done, click Next. 16. In the Confirm Installation Selections screen, verify that the summary contains the correct selections. Click Install to proceed. The software will install. If an Installation Results screen appears, press Close to proceed. You will be prompted to reboot. Reboot to continue. After reboot, Server Manager will appear and resume installation. 17. When installation completes, confirm that the proper components have been installed. Click Close when done. Enable Client Printer Redirection All Point-of-Care Accounts and the Connectivity Account require support for local printers to generate reports with the OneTouch DataLink Workstation. To add this support, client printer redirection (including network printers) must be enabled on the Application Server. If a domain controller is being used, client printer redirection must be enabled on the domain controller. To enable client printer redirection on the Application Server (without a domain controller): Windows Server 2003/2003 R2 1. Using an administrator account, log on to the Application Server. 2. Click Start, and the point to Administrative Tools > Terminal Services Configuration. 3. On the console tree of the Terminal Services Configuration screen, click Connections. 4. In the details pane, right-click the connection for which you want to configure client device mappings, and then click Properties. 5. In the Properties dialog box, click the Client Settings tab. 6. In the Connection section, uncheck Use Connection settings from user settings. Then check Connect client drives at logon, Connect client printers at logon, and Default to main client printer. 7. Under Disable the following:, uncheck all entries except Audio mapping. 8. Click Apply and then click Close. Windows Server 2008/2008 R2 1. Using an administrator account, log on to the Application Server. 2. Click Start. If you are using Windows Server 2008, go to Administrative Tools > Terminal Services Configuration. If you are using Windows Server 2008 R2, go to Administrative Tools > Remote Desktop Services > Remote Desktop Session Host Configuration. 3. In the central pane, right-click the connection for which you want to configure client device mappings, and then click Properties. 22 Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services
23 4. In the Properties dialog box, click the Client Settings tab. 5. Make sure all items in the Redirection section are enabled (unchecked). Click Apply and then OK. If a domain controller is being used, client printer redirection must be enabled on the domain controller. To enable client printer redirection, use the Group Policy Object Editor on the domain controller. STEP 3. Configure Internet Information Services (IIS) The OneTouch DataLink Web logon page is provided as an easy way for Point-of-Care accounts and the Connectivity Account to connect to the Application Server via Terminal Services. Internet Information Services (IIS) is used to host this web page on a server. If IIS is already installed on the target server or you are using another method to connect to terminal services, then proceed to Step 4, otherwise use the following procedure to install IIS. Windows Server 2003/2003 R2 1. Have the Windows Server 2003/2003 R2 installation CD on-hand. 2. Click Start, and then point to Administrative Tools > Configure Your Server Wizard. 3. Select Application server (IIS, ASP.NET) on the Server Role screen, and then click Next. 4. On the Application Server Options screen, click Next. Do Not select the Application Server options (FrontPage Server Extensions and Enable ASP.NET), these options do no harm, but are simply not required. Click Next to verify that the Summary of Selections screen has all the necessary options selected. 5. Confirm that the Summary of Selections screen contains the following: Install Internet Information Services (IIS) Enable COM+ for remote transactions Enable Microsoft Distributed Transaction Coordinator (DTC) for remote access. 6. Click Next to start the installation. 7. If requested, insert the Windows Server 2003/2003 R2 installation CD. 8. The message This Server is Now an Application Server appears. Click Finish. Windows Server 2008/2008 R2 1. Have the Windows Server 2008/2008 R2 installation CD on-hand. 2. Click Start, and then point to Administrative Tools > Server Manager. Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services 23
24 3. Scroll down to the Roles Summary section, then click Add Roles. The Add Roles Wizard will appear. 4. If the Before You Begin screen appears, read the instructions and click Next. 5. In the Server Roles screen, check Web Server (IIS) in the list of roles. If the Add Features Required by IIS notice appears, then click the Add Required Features button in this notice. Click Next to continue. 6. Click Next to skip the introduction in the Web Server IIS screen. 7. Keep the defaults in the Select Role Services screen and click Next. 8. Verify the items to be installed in the Confirm Installation Selections screen. Click Install. 9. If requested, insert the Windows Server 2008/2008 R2 installation CD. 10. The Installation Results screen will show the message Installation succeeded. Click Close. STEP 4. Install OneTouch DataLink Data Management System v3.4 See the Installation section of the OneTouch DataLink System Administrator s Guide for instructions on the installation of the OneTouch DataLink Data Management System v3.4, configuration of SQL Server, database installation, and installation of OneTouch DataLink components on multiple servers (if appropriate). Complete all required steps before continuing installation of OneTouch DataLink Web. The OneTouch DataLink installer may require some prerequisites to be installed first. These prerequisites are Microsoft installs that update the Windows Installer or install a SQL DMO compatibility component. The prerequisites will vary depending on your operating system and the components that are already installed. It may be necessary to restart your computer after the prerequisites are installed. It may be necessary to re-run the OneTouch DataLink installer once the prerequisites are installed. Install all prerequisites, following the instructions of their individual installers. The OneTouch DataLink v3.4 installation kit is included on the OneTouch DataLink Web CD. Adobe Reader version 7 or later is required to view some of the OneTouch DataLink documentation. You can download Adobe Reader at WARNING: Do Not run OneTouch DataLink Workstation until you have completed all of the steps that follow. The first time OneTouch DataLink Workstation is run, the System Setup Wizard will run automatically and guide you in setting up the system administrator account and Institution configuration. However, you Do Not want to run this wizard until installation of OneTouch DataLink Web is complete. Do Not run the Workstation until you have completed all the steps that follow. If all the steps are not completed properly, anyone who logs on will have 24 Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services
25 access to and can start a copy of the OneTouch DataLink Data Management System v3.4, which would then have to be shut down manually. Ensure that during installation, no other users will be accessing the target server(s). Execution of the System Setup Wizard is not necessary if you will be using pre-existing databases created by a previous OneTouch DataLink installation (see the OneTouch DataLink System Administrator s Guide). Ensure SQL Server Is Running Properly Ensure that your installation of SQL Server (2005, 2008, 2008 R2, or 2008 R2 Express) is running on your choice of server and adheres to all licensing requirements (see Chapter 5, Licensing for more information about licensing requirements and restrictions). Determine Number of Computers Before starting installation, determine the number of computers that OneTouch DataLink Web will be running on. The following resources are required. An Application Server that will run the OneTouch DataLink Workstation and all components related to the OneTouch DataLink Data Management System 3.4 (eg, MeterLink, Results Processing, Activity and Error Logging). This server must be running a supported version of Windows Server (2003, 2003 R2, 2008, or 2008 R2). A Database Server running a supported version of SQL Server (2005, 2008, 2008 R2, or 2008 R2 Express), where the OneTouch DataLink databases will be located. A Web Server to host the OneTouch DataLink Web logon page. In the default configuration, all three of these roles are performed by the same computer. However, your organization may choose different computers for each of the tasks. If different servers are used, they all must be members of the same domain and/or local area network (LAN). STEP 5. Publishing the OneTouch DataLink Workstation Application Once the OneTouch DataLink Data Management System 3.4 has been installed on a Windows Server with Terminal Services and TS Web Access (or Remote Desktop Services and Remote Desktop Web Access if a Windows Server 2008 R2 server), then the OneTouch DataLink Workstation can be published by performing the steps that follow. CAUTION: If you publish the OneTouch DataLink Workstation for TS Web Access then the users and groups that have access to Terminal Services will have access to the published OneTouch DataLink Workstation. Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services 25
26 Windows Server 2008/2008 R2 1. Click Start, and then go to Administrative Tools > Terminal Services > TSRemoteApp Manager (or Administrative Tools > Remove Desktop Services > RemoteApp Manager for Windows Server 2008 R2). The screen images that follow are for Windows Server Equivalent screens in Windows Server 2008 R2 have slightly different terminology, but are otherwise the same. 2. Click on Add RemoteApp Programs link in the Actions panel on the right side. The RemoteApp Wizard will appear. Click Next. 26 Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services
27 3. On the Choose programs to add to the RemoteApp Programs list screen, scroll down and select DataLink Workstation. Click Properties. 4. On the RemoteApp Properties dialog, verify the properties are correct. Click OK. Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services 27
28 5. On the Choose programs to add to the RemoteApp Programs list screen, Click Next. 6. On the Review Settings screen, verify the action is correct. Click Finish. 28 Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services
29 7. The DataLink Workstation will be added to the TS RemoteApps Manager (RemoteApps Manager in Windows 2008 R2) in the RemoteApp Programs list at the bottom. STEP 6. Install Application Services Create the Connectivity Account Only a single Connectivity Account is needed. For OneTouch DataLink Web to operate, this account must always be logged on to the Application Server via a Terminal Services Remote Desktop Connection (ie, session). Only the user of the Connectivity Account will be able to interact with OneTouch DataLink connectivity-related components (eg, MeterLink, Results Processing, Activity and Error Logging). These connectivity-related components automatically start and remain running when the Connectivity Account is logged on. The icons for the connectivity-related OneTouch DataLink components will appear in the taskbar notification area. A shortcut to start OneTouch DataLink Workstation will also appear on the remote desktop for this account. Perform the following steps to create the Connectivity Account: 1. Using the administrator account, log on to the computer being used as the Application Server for OneTouch DataLink Data Management System 3.4. This computer must be running a supported version of the Windows Server operating system (2003, 2003 R2, 2008, or 2008 R2). Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services 29
30 2. Use the Control Panel s Regional and Language Options dialog box to examine the number and date preferences; change them as needed for the Connectivity Account. Make sure the clock is set correctly and the correct time zone is chosen. 3. Click Start, and then point to Administrative Tools > Computer Management. 4. In the left pane of the Computer Management applet, expand System Tools and then Local Users and Groups. Click Users. A list of users appears in the right pane. For a domain account use Administrative Tools > Active Directory Users and Computers on the domain controller to get to Users rather than the Local Users and Groups. 5. Right-click Users, then select New User in the pop-up menu. 6. In the New User dialog box, enter the user name, full name, description, and password, and then confirm the password. The user name may be any appropriate name (the instructions that follow assume DataLinkConnectivity is the user name entered). For the full name and description, DataLink Web Connectivity and DataLink Web Connectivity Services, respectively, are recommended. Click the options required by your organization. Click Create to create the user. To return to the Computer Management applet, click Close. 7. In the pane which lists the users, right-click the user just created, then click Properties. 8. In the Properties dialog, click the Member Of tab, and then click Add. 9. In the Select Groups dialog, click Advanced. 10. In the dialog that appears, click Find Now. 11. In the Search Results list, click Remote Desktop Users and then click OK. 12. In the Select Groups dialog that appears, click OK. You are returned to Member Of, which now lists the Remote Desktop Users group. If other groups are also listed, select and remove them as needed. 13. Click Apply to make the user part of the Remote Desktop Users group. If your organization requires further user account property modifications, apply them here. 14. Click the Sessions tab, and then set all options to Never. Also, select the Disconnect from session and from any client options. Click Apply. To close the Properties applet, click OK. Close Computer Management. 15. Create the Connectivity Account s user profile by logging onto the Application Server as the Connectivity Account user. 16. Log off and then log on again as an administrator. 17. OneTouch DataLink installs its shortcuts to All Users. To prevent erroneous use of the OneTouch DataLink components the shortcuts must be moved. Locate the LifeScan folder and its shortcuts in the All Users Start Menu on the Application Server. Move (Do Not copy) the shortcuts to the Connectivity Account s Start Menu. Assuming you used DataLinkConnectivity as the Connectivity Account user name: 30 Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services
31 If you are using Windows Server 2003/2003 R2, the folder to move is: C:\Documents and Settings\All Users\Start Menu\Programs\LifeScan, move the entire LifeScan folder to: C:\Documents and Settings\DataLinkConnectivity\Start Menu\Programs If you are using Windows Server 2008/2008 R2, the folder to move is: C:\ProgramData\Microsoft\Windows\Start Menu\Programs\LifeScan, move the entire LifeScan folder to: C:\Users\DataLinkConnectivity\AppData\Roaming\Microsoft\Windows\Start Menu\Programs The AppData folder is hidden in Windows Server 2008/2008 R2, so you will have to enable the show hidden files and folders option in Explorer to find it. 18. Move (don't copy) the DataLink Workstation shortcut from the All User s desktop to the Connectivity Account desktop. Assuming you used DataLinkConnectivity as the Connectivity Account user name: If you are using Windows Server 2003/2003 R2, the shortcut is found in: C:\Documents and Settings\All Users\Desktop, move the DataLink Workstation shortcut to: C:\Documents and Settings\DataLinkConnectivity\Desktop If you are using Windows Server 2008/2008 R2, the shortcut is found in: C:\Users\Public\Public Desktop, move the DataLink Workstation shortcut to: C:\Users\DataLinkConnectivity\AppData\Roaming\Microsoft\Windows\Desktop, or C:\Users\DataLinkConnectivity\Desktop The AppData folder and the Users\Public folder are hidden in Windows Server 2008/2008 R2, so you will have to enable the Show hidden files and folders option in Explorer to find it. 19. To ensure that the OneTouch DataLink components will start automatically when the Connectivity Account is logged on, move the DataLink Startup shortcut to the Startup folder in the profile for the Connectivity Account user. Assuming you used DataLinkConnectivity as the Connectivity Account user name: If you are using Windows Server 2003/2003 R2, the shortcut is found in: C:\Documents and Settings\DataLinkConnectivity\Start Menu\Programs\LifeScan\ DataLink\Startup, move the DataLink Startup shortcut to: C:\Documents and Settings\DataLinkConnectivity\Start Menu\Programs\Startup If you are using Windows Server 2008/2008 R2, the shortcut is found in: C:\Users\DataLinkConnectivity\AppData\Roaming\Microsoft\Windows\Start Menu\ Programs\LifeScan\DataLink\Startup, move the DataLink Startup shortcut to: C:\Users\DataLinkConnectivity\AppData\Roaming\Microsoft\Windows\Start Menu\ Programs\Startup WARNING: Once installation of OneTouch DataLink Web is complete, the Connectivity Account must be logged on manually whenever the Application Server is started. Once the Connectivity Account is logged on, all OneTouch DataLink components start automatically. Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services 31
32 Create Point-of-Care User Accounts All users who need to use the OneTouch DataLink Workstation should be given a Pointof-Care Account on the server hosting the workstation. These users will log on using a Terminal Services Remote Desktop connection and will only have access to OneTouch DataLink Workstation, which will start automatically when they log on. Each Point-of-Care Account is created as follows: 1. Using an administrator account, log onto the computer being used to host OneTouch DataLink Workstation. 2. Use the Control Panel s Regional and Language Options dialog box to examine the number and date preferences; change them as needed for the Point-of-Care Account. 3. Click Start, and then point to Administrative Tools > Computer Management. 4. In the left pane of the Computer Management Console, expand System Tools and then Local Users and Groups. Click Users. A list of users appears in the right-hand pane. For a domain account use Administrative Tools > Active Directory Users and Computers on the domain controller to get to Users rather than the Local Users and Groups. 5. Right-click Users, then select New User in the pop-up menu. 6. In the New User dialog box, enter the user name, full name, description, and password, and then confirm the password. The user name may be any appropriate name (the instructions that follow assume DataLink Workstation is the user name entered). For the description, DataLink Web Client is recommended. Click the options required by your organization. Click Create to create the user. Click Close to return to the Computer Management Console. 7. To create the user profile, log off, then log on as the user just created. 8. Log on as the administrator again, start the Computer Management Console go to Local Users and Groups and re-open Users. For a domain account use Administrative Tools > Active Directory Users and Computers on the domain controller and re-open Users. 9. In the right pane, right-click the user just created, then click Properties. 10. In the Properties applet, click the Member Of tab, and then click Add. 11. In the Select Groups dialog box, click Advanced. 12. In the dialog that appears, click Find Now. 13. In the Search Results list, click Remote Desktop Users and then click OK. 14. In the Select Groups dialog, click OK. You are returned to the Members Of dialog, which now lists the Remote Desktop Users group. If other groups are also listed, select and remove them as needed. 15. Click Apply to make the user part of the Remote Desktop Users groups. 32 Chapter 2: Installation of OneTouch DataLink Web for Use with Terminal Services
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