ARGUS SUPPORT: (03) 9037 1000 UPGRADE GUIDE ARGUS V4.3.X TO ARG US V5.0.X FOR MAC ALL LOGOS AND TRADEMARKS ARE COPYRIGHT OF THE RESPECTIVE OWNERS COPYRIGHT ARGUS CONNECTING CARE, 2011
Argus Connecting Care Pty Ltd: Phone: (03) 9037 1000 Web: www.argusconnect.com.au Head Office: Suite 4, Greenhill Enterprise Centre University Drive, Mt Helen, VIC 3350 (PO Box 691, Ballarat, VIC 3353) IMPORTANT NOTICE: For assistance with specifically configuring your clinical software for Argus v5, please contact the Argus Support Team on (03) 9037 1000 (press option 1, then follow the prompts). Intended Audience: Technical administrators of the IT environments are recommended to perform the upgrade of Argus; however this guide should be able to walk any moderately technical computer user through an Argus upgrade providing no major errors are encountered. Purpose: This document is aimed to be user-friendly, and will walk you through the entire process for upgrading Argus on a site. Recommendations: If at any stage you encounter problems or concerns during this upgrade of Argus and related software, it is highly recommended you contact the Argus Support desk with the details listed on the front page of this document. Disclaimer: It is important to remember that some sites are not configured with a default configuration of Macintosh and some settings and screenshots may vary. Argus provides no warranty, and takes no responsibility for issues caused relating to the installation or configuration of Argus and other related software.
TABLE OF CONTENTS: PREREQUISITE CHECKLIST...- 2 - REQUIREMENTS FOR INSTALLING ARGUS...- 2 - SITE-SPECIFIC INFORMATION...- 2 - UPGRADING ARGUS...- 3 - OBTAINING AND INSTALLING ARGUS v5 (DOWNLOAD OR CD)...- 3 - MIGRATION FROM ARGUS v4 TO ARGUS v5...- 4 - MIGRATING ARGUS v4 DATABASE...- 4 - MOVE ANY INCOMING/OUTGOING FOLDERS TO NEW ARGUS v5 DIRECTORY...- 5 - RE-CONFIGURE ARGUS MAIL RULES...- 5 - RE-CONFIGURE ARGUS AGENT (Only for sites currently running Argus Agent)...- 6 - INSTALLING ARGUS CLIENT (OPTIONAL)...- 7 - CONFIGURE ARGUS CLIENT SHARING:...- 7 - SHARING ARGUS CLIENT:...- 7 - INSTALLING ARGUS CLIENT ON OTHER MACS:...- 8 - TESTING YOUR ARGUS UPGRADE...- 9 - MAKING SURE IT WORKS:...- 9 -
Note: For quick reading of this documentation, important details are summarised and outlined in bold.
PREREQUISITE CHECKLIST REQUIREMENTS FOR INSTALLING ARGUS SITE-SPECIFIC INFORMATION During the upgrade of Argus there is a set of information you will need to complete the installation and configuration successfully. When gathering this information, ensure that all names and details are correct as to ensure the installation goes as smoothly as possible. The following is a list of required information for your upgrade; it is recommended that you print this list to ensure all items are ticked off accordingly for your site configuration. Some of the options listed below are optional, but it s recommended you gather all information below. REQUIRED DETAIL: SITE DETAIL/INFORMATION: TICK: Existing Argus v4 is fully operational Argus User has a current Argus Subscription Argus Customer ID Clinic/Site Name Site sending, receiving, or both? Minimum 400MB free RAM - - 2 - -
UPGRADING ARGUS OBTAINING AND INSTALLING ARGUS v5 (DOWNLOAD OR CD) The initial download and installation of Argus is quite a simple process. It is important to note that the size of the Argus v5 installer is approximately 120 megabytes. This download can take some time on slower internet connections, and may cause some interruption to other products that rely on an internet connection being available. If you suspect the download may cause issues at your location, we recommend you download Argus v5 outside of business hours. Alternatively; we can post a CD to your location (at no cost to you) upon request if the 120mb download is unable to be downloaded at your location. Please phone (03) 9037 1000 (press option 1 for Support, and follow the prompts) and request an Argus v5 CD be posted to you. 1. Open your default web browser (usually Safari) and type in the following address; www.argusconnect.com.au. 2. Click on Getting Started on the right, then select Software Download. 3. Click on Download Argus 5 for MAC. 4. Save the file to your desktop. Once the file has downloaded, double click on the Argus 5.x for MAC, type in your administrator password, click continue and next through all the steps, remembering to agree to the licence agreement. When the Terminal window appears type in your administrator password and press Enter to continue. If any errors were encountered, please contact the Argus helpdesk on the details provided on the first page of this document. You are now ready for the next step of Upgrading Argus - - 3 - -
MIGRATION FROM ARGUS v4 TO ARGUS v5 MIGRATING ARGUS v4 DATABASE Now that you have successfully installed Argus on your MAC server, we need to transfer the Argus v4 data to the new Argus v5 database. ArgusMessenger will now open, you will be prompted for a password. The default password is masterkey. If it fails at this point, there is probably an issue with PostgreSQL, is the ArgusPostgresql service running? Argusv5 Registration - Introduction window will appear, enter your Argus Customer ID. And click Next If it fails at this point, there is most likely an issue with your Internet connection; or a firewall is stopping outbound traffic to the Argus registration server. Your site details should now appear, confirm they are correct then click Next, or you can change them if required. Your Argus licence is now downloaded and placed into the Argus database. Click Finish Select Import data from a pre Argusv5 installation, click on Confirm. Click Yes to the dialog box for Running Database Migration. Once again you will be prompted for your administration password. Ensure the Argus database path is correct; otherwise browse to the location of the Argus.gdb file. Default is /Applications/Argus/Database/Argus.gdb. 1. Click on Verify. 2. Click on Yes to verify database and OK to verification complete 3. Click on Transfer. 4. Click on Yes to transfer database and OK to transfer complete. And click Close Your database should now have been successfully migrated over to the new Argus v5. Close any open windows - - 4 - -
MOVE ANY INCOMING/OUTGOING FOLDERS TO NEW ARGUS v5 DIRECTORY We need to move any folders that are currently in the \Argus directory to the new \Argusv5 directory. 1. Using Finder navigate to the /Argus directory (default is /Applications/Argus) 2. If there is any Incoming or Outgoing folders, move these to the /ArgusConnect folder (default is /Applications/ArgusConnect), take care to share the folders out again with the same share name as it was previously. 3. If there are any shortcuts on the desktop to these folders ensure they are updated to point to the new location. RE-CONFIGURE ARGUS MAIL RULES We need to check the mail rules are still directing messages to the correct location. 1. With Argus Messenger open and logged in, click on Configure, then click Settings Controller 2. Click on Step 6 Rules and click Continue 3. Ensure the correct rules for the clinical application are configured. Click on one of the rules under Templates already defined:. Then click on Preview. Scroll down and ensure the settings for Error Notification Email Address, and Export directory are correct. Note if you moved folders from the /Argus directory to the /ArgusConnect directory, you may need to update the Export Directory on the mail rules. 4. For sites where they have no clinical application or that currently receive any incoming correspondence to a folder we can now configure 2 additional rules. Click on Formatted Text from ORU (For Users Without Clinical Application), hold down the CMD key and click on Formatted Text from REF (For Users Without Clinical Application). Click on Configure and complete the Wizard, ensure the Export Directory is the same as the existing mail rules. - - 5 - -
RE-CONFIGURE ARGUS AGENT (Only for sites currently running Argus Agent) For sites that have a clinical application that uses the Argus Agent program, we need to check the pickup path is still correct, and to ensure the event is running. For sites that do not use the Argus Agent, this section can be ignored. 1. Open Agent /Applications/ArgusConnect/ArgusAgent 2. Type in the password masterkey 3. Click on the Event and select File Edit Event 4. Select Next until you reach the Directory Settings make sure the directory to poll is correct (Eg. /Applications/ArgusConnect/Outgoing) 5. Confirm the extension is pit 6. Confirm the Move To directory is also correct (Eg. /Applications/ArgusConnect/Outgoing/Sent) 7. Continue clicking Next then Finish 8. Start the event click File Start Event If you get any errors at this stage please contact Argus Support on the details listed on the first page of this documentation. - - 6 - -
INSTALLING ARGUS CLIENT (OPTIONAL) CONFIGURE ARGUS CLIENT SHARING: Having completed the receiving side of Argus, we have the option of adding Argus Address Manager and Argus Message Viewer to the desktop of the client PCs. These applications only needs to be installed for address book management and some sites prefer to track their sent items and incoming items by watching Argus Message Viewer. The cheat sheet on the very last page of this documentation describes how having Argus Address Manager available on your client machine may be an advantage. SHARING ARGUS CLIENT: To begin, we need to share out the client directory of your Argus Installation. 1. Click on your Finder icon. 2. Click on Applications 3. Click on ArgusConnect (you may need to show files ) 4. Right click on Client 5. Click on Get Info 6. Tick Shared Folder (You may be prompted to turn file sharing on via System preferences) 7. Scroll down to the bottom and Click on Sharing & Permissions to expand 8. Click on the padlock icon on the bottom right and enter your MAC administrator password to unlock the permissions. 9. Change the Privilege level to Read & Write for all of the users in the Name category. 10. Tick 11. Once completed click on the padlock again to lock the permissions. You can now close the Argus window you had open, the steps above allows all computers in your network to connect to the ArgusClient setup. You can now go to the first MAC you wish to configure for sending using Argus. - - 7 - -
INSTALLING ARGUS CLIENT ON OTHER MACS: Navigate to your file share which ever way you are familiar, we recommend the steps below. These steps will vary depending on your network configuration, if you need further assistance with these steps please don t hesitate to contact your IT support or the Argus Support team. To bring up the Argus Client Setup program, use the following steps. You will need to know the computer name that Argus-Messenger has been installed on. This information was listed as part of the prerequisites. 1. Click on Finder, Under the Shared section click on the MAC that has Argus installed. 2. Click on Client 3. Double click on ArgusClientInstall. 4. Click on Argus Shortcuts - Install in the menu. 5. Close the Client Setup. You should now run Argus Address Manager and Message Manager (new icons should have appeared on your desktop). They will prompt you for a username, password,. Enter the username and password you specified for Argus Client (usually argus for both). You have now successfully completed your upgrade to Argus v5! - - 8 - -
TESTING YOUR ARGUS UPGRADE MAKING SURE IT WORKS: Now that Argus v5 is setup and configured we need to confirm it is working. 1. Send a test message via Argus to helpdesk@argusconnect.com.au from the sites clinical application. 2. Call Argus Support on (03) 9037 1000 (press option 1 for Support, then follow the prompts) to get a test message sent to the site to confirm the mail rules are correct. 3. Once you have confirmed with Support that your configuration is completed and working correctly you may Move to Trash the old /Argus directory. Or if you would like to keep it as a backup you can just leave it as is. Need further assistance? Contact us! General Enquiries: (03) 9037 1000 (And follow the prompts) Support: (03) 9037 1000 (press option 1 for Support, and follow the prompts) Web: www.argusconnect.com.au Head Office: Suite 4, Greenhill Enterprise Centre University Drive, Mt Helen, VIC 3350 (PO Box 691, Ballarat, VIC 3353) - - 9 - -