FIREHOUSE Software Enterprise Update Guide

FIREHOUSE Software Enterprise Update Guide

1993-2014 Xerox Government Systems, LLC. All rights reserved. 2900 100th St., Suite 309 Urbandale, IA 50322 WSpell ActiveX Spelling Checker 1997-2002 Wintertree Software, Inc. PDF Rasterizer.NET 2001-2005 TallComponents BV FIREHOUSE Software is a registered trademark of Xerox Government Systems, LLC. All rights reserved. Microsoft, MS, MS-DOS, Microsoft Visual FoxPro, and Microsoft Access are registered trademarks. Windows is a trademark of Microsoft Corporation. CAMEO is a registered trademark. ipad is a registered trademark of Apple, Inc. All other products or services mentioned in this manual are identified by the trademarks or service marks of their respective companies or organizations. Xerox disclaims any responsibilities for specifying which marks are owned by which companies or organizations. FIREHOUSE Software is protected by the copyright laws that pertain to computer software. It is illegal to make copies of the Software except for backups. It is illegal to rent, lease, sublicense, or otherwise transfer any of the materials. It is illegal to remove or obscure proprietary notices. It is illegal to duplicate and distribute the Software by any other means, including electronic transmission. To protect trade secrets contained in the Software, you may not decompile, reverse engineer, dissemble, or otherwise reduce the Software to human perceivable form. You may not modify, adapt, translate, rent, lease, or create derivative works based upon the Software or any part thereof. Xerox warrants the original media are free from defects in material and workmanship, assuming normal use, for ninety (90) days from the date of purchase. Except for express warranty of the original media set forth above, Xerox grants no other warranties, express or implied, by statute or otherwise, regarding the media related materials, their fitness for any purpose, their quality, their merchantability, or otherwise. The liability of Xerox, under the warranty set forth above, shall be limited to the amount paid by the customer for the product. In no event shall Xerox be liable for any special, consequential, or other damages for breach of warranty. 2014 Xerox Government Systems, LLC.- Printed in the United States. All rights reserved. No part of this work covered by copyright hereon may be reproduced in any form by any means -- graphic, electronic, or mechanical -- including photocopying, recording, taping, or storage in any information retrieval system, without the written permission of the copyright owner. ii FIREHOUSE Software Enterprise Update Guide

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Technical support FH Technical Support: Phone: 800-921-5300, option 2 support@firehousesoftware.com Sales contacts Jim Brandariz Phone: 800-796-1614, 530-621-0981 Fax: 530-626-8582 Jim.Brandariz@firehousesoftware.com AZ, CA, NV, OR, WA Mike Rogers Phone: 888-941-3473, 214-504-0242 Fax: 214-504-0244 Mike.Rogers@firehousesoftware.com AR, KS, LA, MO, MS, OK, TX Peter Eleftherakis Phone: 888-362-4446, 508-362-4446 Fax: 508-362-5932 Peter.Eleftherakis@firehousesoftware.com CT, MA, ME, NH, NY, RI, VT, Ontario Forest Nace Phone: 800-285-8685 Fax: 724-283-9086 Forrest.Nace@firehousesoftware.com DE, IN, KY, MD, NJ, OH, PA, VA, WV Roger DeDoncker Rebecca Sanger Phone: 800-921-5300, ext. 1 Fax: 515-288-4825 fhsales@xerox.com AK, AL, CO, GA, FL, HI, ID, IA, IL, MI, MN, MT, NC, ND, NE, NM, SC, SD, TN, UT, WI, WY, International FIREHOUSE Software Enterprise Update Guide v

Table of Contents Introduction 1 SQL Server 2012 support 1 Checklist for updating FH Enterprise 1 Verify your access to SQL Server 2 Disable the local cache and automated task processor 3 Run FH Database Tools 6 Backup your FH database 9 Launch the FH Enterprise update on a client computer 12 Update an existing client installation of FH Enterprise 18 Update archived databases 32 Uninstall the previous version of FH Enterprise 32 Enable the local cache and automated task processor 33 Update the NEMSIS patient export 34 vi FIREHOUSE Software Enterprise Update Guide

Introduction The FIREHOUSE Software Enterprise Update Guide is designed to help you update your existing installation FIREHOUSE Software Enterprise to a newer version. FH technical support staff is available to answer your questions by telephone or email. Technical support hours are from 7:00 A.M. to 7:00 P.M. Central time, Monday through Friday, and from 8:00 A.M. to 12:00 P.M. on Saturday. Call 800-921-5300, option 2. You can also send an email to support@firehousesoftware.com. SQL Server 2012 support FH Enterprise and FH Web now support SQL Server 2012 databases. WARNING: You must update to FH 7.16.06 prior to using SQL Server 2012. After updating FH, you can then move your FH database to SQL Server 2012. Once the FH database is moved to SQL Server 2012, future updates to FH occur in the SQL Server 2012 database. Checklist for updating FH Enterprise Caution: Below is a high-level checklist of the steps you need to update your current installation of FH Enterprise to a newer version. Detailed information for the steps below are available in the following pages of the FIREHOUSE Software Enterprise Update Guide. Tip: Print this page and check off the items below as you accomplish them. WARNING:.NET Framework 2.0 or higher must installed on every client computer. On the first client computer, do the following. Verify your access to SQL Server. Disable the local cache and automated task processor. Run FIREHOUSE Software Database Tools. Backup your FIREHOUSE Software database. Launch the FH Enterprise update. Update the FH Enterprise client, choosing to update the database on the server at the same time, and to install a workstation update utility which runs automatically on any other client computers. Update archived databases. (Optional) Enable the local cache and automated task processor again. Log into the other client computers to run the automatic update script. 1 FIREHOUSE Software Enterprise Update Guide

(If you are using the NEMSIS code set) Update the National Emergency Medical Services Information System (NEMSIS) patient export. Verify your access to SQL Server Before beginning the update process, you should verify that FH Enterprise login you will use has database owner or sa security access SQL Server. 1. Choose Start Programs FIREHOUSE Software 7 FIREHOUSE Software Enterprise Edition Tools Remote Connection Configuration. The Remote Configuration dialog box appears. 2. Click the Login tab. 3. Check Server Login User Name to determine the login name of the account used to access SQL Server. 4. Click Test. A confirmation message should appear. WARNING: If a connection error message appears, you must resolve it before continuing. 5. Click OK. 6. Continue with Disable the local cache and automated task processor, on page 3. FIREHOUSE Software Enterprise Update Guide 2

Disable the local cache and automated task processor 1. Log into FH Enterprise as an administrator. 2. Choose Tools Workstation Options. The Workstation Options dialog box appears. 3. Click the Local Data & Files tab. 4. (If it is selected) Clear Enable local caching of system and lookup tables. 5. (If it was selected) Note the path to the right of Cache. You will need to know this path later in this process. 6. Click the Other tab. 3 FIREHOUSE Software Enterprise Update Guide

A series of sub-tabs appear on the Other tab. 7. Select the Automated Tasks sub-tab. FIREHOUSE Software Enterprise Update Guide 4

8. Select Disable Automated Task Processor. 9. Click OK. 10. Exit FH Enterprise. 11. (If Enable local caching of system and lookup tables was selected) In Windows Explorer, do the following. a. Navigate to the path you noted earlier, to the left of the Cache button. b. Delete the Cache folder in this location. 12. Continue with Run FH Database Tools, on page 6. 5 FIREHOUSE Software Enterprise Update Guide

Run FH Database Tools You need to run FH Database Tools to compact the live database and rebuild database index files. WARNING: Before beginning, verify that all FH users are logged out, and that FH is not running. 1. Choose Start Programs FIREHOUSE Software FIREHOUSE Software Database Tools. The Database Tools - FIREHOUSE Software dialog box appears. Note: If Connect to Remote Database is selected, Rebuild Index Files is renamed Rebuild Remote Folder and Check Remote Database. FIREHOUSE Software Enterprise Update Guide 6

2. Verify that the path displayed in Selected Database is the correct location for your department s live database, and edit it if necessary. Note: We are using the DemoData database for example purposes in these instructions. Use your live database when running Database Tools. 3. Click View Active Logins. The Active Logins - FIREHOUSE Software dialog box appears. 4. (If any login records are displayed in the Active Logins dialog box) Click Attempt to Clear Invalid Logins. 5. Click OK to return to the Database Tools - FIREHOUSE Software dialog box. 6. Verify that Connect To Remote Database is selected. 7. Select Compact Tables and Rebuild Remote Folder and Check Remote Database. 8. Click Run. Progress updates appear on your screen. This process may take some time if you have many records or a large database. Note: If errors appear and you need assistance resolving them, contact FH technical support. You are prompted to append information to the log file. 9. Click No. 7 FIREHOUSE Software Enterprise Update Guide

10. (If you have archive databases of the same version as your current installation of FH) Do the following. Example: Your current version of FH is 7.5.30, and you have archive databases at 7.2.11, 7.3.15, and 7.5.30. You can only run FH Database Tools on the FH 7.5.30 archived database. a. In Selected Database, change the path to the archived database. b. Repeat steps 3 9. 11. Click Close to close the Database Tools dialog box. 12. Continue with Backup your FH database, on page 9. FIREHOUSE Software Enterprise Update Guide 8

Backup your FH database WARNING: Before beginning, verify that all FH users are logged out, and that FH is not running. 1. Choose Start Programs FIREHOUSE Software FIREHOUSE Software Backup Utility. The Login Required - FIREHOUSE Software dialog box appears. 2. Enter the administrative username and password for FH in the Login Required - FIREHOUSE Software dialog box, and then click OK. The Backup/Restore - FIREHOUSE Software dialog box appears, and the Remote Backup/Restore tab is active. 3. Under Backup To, check the backup device listed. 9 FIREHOUSE Software Enterprise Update Guide

4. (If the displayed listing is No Backup Devices Found, or if the backup device is not listed in the menu) Do the following. a. Click Manage Backup Devices. The Remote Backup Devices dialog box appears. b. Click Add Backup Device. The Add Remote Backup Device dialog box appears. c. In Device Name, type the name of the device to back up the SQL Server database to. Note: Spaces are not allowed in the device name. d. In Device Path and Filename, type the complete path and file name relative to the SQL Server database. e. Click OK. The new device appears in the Remote Backup Devices dialog box. Note: If you remove a backup device later, the file is not physically removed. If you add the same backup device back again, and if the file has not been deleted in the interim, they will be available again. FIREHOUSE Software Enterprise Update Guide 10

f. In the Remote Backup Devices dialog box, click OK. The new device appears in the Backup To menu, and is selected by default. Caution: If your only backups are located on a hard drive and that hard drive crashes, you will lose access to the backup. 5. Under Backup To, in Name of Backup, type a name for the backup you are creating. 6. In Description of Backup, type a description for the backup you are creating. 7. Click OK. Progress updates appear on your screen. This process may take some time if you have many records or a large database. Note: If you encounter errors and need assistance, contact FH technical support. 8. Continue with Launch the FH Enterprise update on a client computer, on page 12. 11 FIREHOUSE Software Enterprise Update Guide

Launch the FH Enterprise update on a client computer Caution: Close all open applications and disable anti-virus software before updating FH Enterprise. If the computer does not have enough free disk space, the update will not complete. FH Enterprise can be updated on a client computer from either an installation CD, or through an email containing an FH Enterprise download link. Depending on how you receive the update, the steps for launching the update are different 1. Log on to the computer you want to update the FH Enterprise client on as an administrator. 2. (Windows Server 2008 or later, if Citrix or Terminal Services are installed) Place the computer in installation mode. a. Choose Start Run. The Run dialog box appears. b. In Open, type cmd. A Windows system dialog box appears with a command prompt. c. At the prompt, type change user /install. FIREHOUSE Software Enterprise Update Guide 12

A message appears confirming that the server is now set to installation mode. d. Close the Windows system dialog box. 3. Depending on how you received your FH Enterprise update, do one of the following. If you received this Do this Installation CD a. Insert the FH Enterprise CD into the appropriate drive. The FH Enterprise installation or update menu automatically appears. Note: Because of security issues on Windows XP, you cannot use the FH Enterprise installation menu to update FH Enterprise. b. (Windows XP) Click Exit, and then continue with step 4 below. c. (Windows Vista and Windows 7) Do the following. An email with a download link i. Click Install or Update the FIREHOUSE Software Enterprise Client (Workstation). ii. The FH Enterprise installation or update wizard appears. Continue with Update an existing client installation of FH Enterprise, on page 18. a. Follow the directions in the email to download and unzip the update files and folders. Note: Because of security issues on Windows XP, you can not use the FH installation menu to update FH. b. (Windows XP) Continue with step 4 below. c. (Windows Vista and Windows 7) Do the following. i. Navigate into the folder containing the update files and folders. ii. Double-click AutoRun.exe. The FIREHOUSE Software installation or update menu 13 FIREHOUSE Software Enterprise Update Guide

If you received this Do this appears. iii. iv. Click Install or Update the FIREHOUSE Software Enterprise Client (Workstation). The FH Enterprise installation or update wizard appears. Continue with Update an existing client installation of FH Enterprise, on page 18. Caution: The instructions below apply only to FH Enterprise updates on Windows XP. 4. Choose Start Settings Control Panel. The Control Panel window appears. 5. Double-click Add or Remove Programs. FIREHOUSE Software Enterprise Update Guide 14

The Add or Remove Programs dialog box appears. 6. In the left pane, click Add New Programs. The right pane of the dialog box updates for adding a program from a CD-ROM or disk. 7. In the upper right corner of the dialog box, click CD or Floppy. 15 FIREHOUSE Software Enterprise Update Guide

The Install Program From Floppy Disk or CD-ROM wizard appears. 8. Click Next >. The next screen of the wizard appears, asking you to wait while Windows searches for the FH Enterprise installation application. FIREHOUSE Software Enterprise Update Guide 16

When Windows finds the FH Enterprise installation application, the next screen of the wizard appears automatically. 9. Click Finish. The FH Enterprise installation or update dialog box appears. 10. Continue with Update an existing client installation of FH Enterprise, on page 18. 17 FIREHOUSE Software Enterprise Update Guide

Update an existing client installation of FH Enterprise If you have an older version of FH Enterprise installed and configured on a database server and on one or more a client computers, updating to the most recent version of FH Enterprise is simple. When you install the updated version on a client computer, you can choose to have the database on the server updated automatically, and an update script run automatically on any other client computers. At this point, you are in the FH Enterprise installation and update wizard, at the Welcome screen. 1. Select Update Existing Installation. 2. (Optional, if you are sure there is only one installation of FH Enterprise on the machine) Select Skip automatic search for existing installations. 3. Click Next >. FIREHOUSE Software Enterprise Update Guide 18

The Update screen of the wizard appears. 4. Read the information on the screen, and then click Next >. The Select Installation Location screen of the wizard appears. 19 FIREHOUSE Software Enterprise Update Guide

5. Depending on whether you selected Skip automatic search for existing installations earlier, do one of the following. Did you select it? Do this Yes Click Browse, and then use the file browser that appears to navigate to the location of your FH Enterprise installation. Note: You must double-click the name of the installation folder, and the path at the top of the file browser must include the folder name. Clicking the folder once does not update the path in the file browser. No 1. Click Select an alternate existing FIREHOUSE Software Installation. The Search for Previous Installation dialog box appears. 2. Select the installation of FH Enterprise that you want to update. 3. Click OK. 6. Select Install Shortcuts and icons in Windows NT common folders so that all users logging into this computer can see the FH Enterprise icons. 7. Click Next >. The Update the Database screen of the wizard appears. FH Enterprise checks the version of FH Enterprise in the path you specified and compares that to the version of FH Enterprise you are updating to, and the Update the Database screen appears in the wizard. FH Enterprise version numbers have the format: MajorRelease.MinorRelease.BuildNumber. Example: Version number 6.3.10 refers to major release 6, minor release 3, build 10. FIREHOUSE Software Enterprise Update Guide 20

If you are updating to a new major or minor release (for example, from 6.3.10 to 7.7.0, or from 7.7.0 to 7.8.9), Update the database is selected. 8. (If it is not already selected) Select Update the database. 9. Click Next >. The Backup Replaced Files screen of the wizard appears. 10. Verify that Yes is selected, and then check the path displayed. 21 FIREHOUSE Software Enterprise Update Guide

11. (Optional) Click Browse and use the file browser that appears to navigate to the directory you want to place files in. 12. Click Next >. The Additional Installation Options screen of the wizard appears. Caution: The additional options are for administrators, and should not be installed unless an administrator will be using these tools at this client computer. 13. (If necessary) Select the appropriate options for an administrator at this client computer. Select this Install Remote Backup For an administrator to do this Create database backups. Caution: Not recommended for computers used by nonadministrative personnel, and only recommended for the SQL database server. Install Database Tools Perform database maintenance. Recommended for all computers. Caution: Recommended for the server. Install Enterprise Database Administrator Administer SQL Server databases. Caution: Not recommended for workstations used by non-administrative personnel, and only recommended for the SQL database server. FIREHOUSE Software Enterprise Update Guide 22

Select this Install Local Database Upsizer Install Database Archiver Install System Activation Utility Install Internet Update Utility For an administrator to do this Upsize standard FH databases. Caution: Recommended only for the server that upsizes the standard FH database. Create database archives. Caution: Recommended for the server only. Activate an evaluation system. Recommended for all computers. WARNING: This option is not operational. Do not use it. 14. Click Next >. The Upload Workstation Update Utility screen appears in the wizard. 15. (If you are updating a network installation of FH Enterprise for multiple computers) Select Upload workstation update utility to the server to copy the workstation update to the server. This update utility runs automatically when a workstation that is running an older version of FH Enterprise accesses the server database. 16. Click Next >. 23 FIREHOUSE Software Enterprise Update Guide

The Start Installation screen of the installation wizard appears. 17. Click Install. The Installing screen appears, and progress bars appear in the wizard. When the installation finishes, the Database Update dialog box appears, or the Select Update Type dialog box appears. 18. (If the Select Update Type dialog box appears) Select Update SQL Database. 19. Click OK. FIREHOUSE Software Enterprise Update Guide 24

The Update dialog box appears. 20. Verify that the databases selected in the list are the ones you want updated on the database server, and then click Update. The database update runs. The Expander and Updating dialog boxes appear with progress bars during the update, and close when the update completes. 25 FIREHOUSE Software Enterprise Update Guide

When the update completes, a dialog box appears. 21. (Unless errors appeard during the update) Click No. A confirmation dialog box appears. 22. Click OK. The Expander dialog box appears again briefly while the updated Remote folder expands, and then the Installation Complete screen appears in the wizard. 23. Click Finish. FIREHOUSE Software Enterprise Update Guide 26

The Documentation installation wizard appears. 24. Click Next >. The location where the documentation will be installed appears. 25. (Optional) Click Browse and use the file browser that appears to navigate to the directory you want to install the documentation in. 27 FIREHOUSE Software Enterprise Update Guide

26. Click Next >. A list of the documentation you can update appears. 27. (Optional) Clear any documents you do not want to install, and then click Next >. A confirmation screen appears. 28. Read the information on the screen, and then click Next >. FIREHOUSE Software Enterprise Update Guide 28

Another confirmation screen appears. 29. Click Finish >. A dialog box stating that the workstation update utility is being configured appears briefly, then the Workstation Update Utility dialog box appears. 30. Click OK. 29 FIREHOUSE Software Enterprise Update Guide

After a moment, the FH Enterprise installation or update dialog box reappears. 31. Click Exit. 32. (Windows Server 2008 or later, if Citrix or Terminal Services are installed) Return the computer to application mode. a. Choose Start Run. The Run dialog box appears. b. In Open, type cmd. A Windows system dialog box appears with a command prompt. c. At the prompt, type change user /execute. FIREHOUSE Software Enterprise Update Guide 30

A message appears confirming that the server is now set to user mode. d. Close the Windows system dialog box. 33. On the computer the update was performed on, launch and log in to FH Enterprise. 34. As an administrator, log into FH Enterprise on each of the other client computers. Note: Users with administrator rights on their client computer can also log into the client computer to perform this step and the next step. Administrators only need to do it in cases where users do not have administrator rights to their client computer. A confirmation dialog box appears, indicating that the workstation update has been uploaded to the server. A prompt to update the FH Enterprise client installation appears. Note: If you did not select Upload workstation update utility to the server in step 14, to copy the workstation update to the server, this prompt does not automatically appear. In this case, you need to manually perform the client update on each machine like they did on the first client computer. 35. Click Yes. The update is copied to the client computer. 36. Continue with Update archived databases, on page 32. 31 FIREHOUSE Software Enterprise Update Guide

Update archived databases If you have archived databases from the earlier version of FH Enterprise, you should update them to the current version of FH Enterprise. WARNING: If you have archived databases from FH Enterprise 5.x.xx, you must contact FH technical support for assistance in updating them. They can not be updated with the steps below. 1. In Windows Explorer, navigate into your FH Enterprise installation directory. 2. By default, the installation directory is C:\FIREHOUSE Software. 3. Double-click FHUpdate.EXE. The Update - FIREHOUSE Software dialog box appears. 4. Select each archived database that you want to update. 5. Click Update. Uninstall the previous version of FH Enterprise The Windows Control Panel will display the previous version of FH Enterprise after you have updated to the newer version of FH Enterprise. WARNING: Do not uninstall the previous version of FH Enterprise. The uninstall process removes critical components for your current version of FH Enterprise, even when you select options for older versions. FIREHOUSE Software Enterprise Update Guide 32

Enable the local cache and automated task processor If you were using the local cache and automated task processor before updating FH Enterprise, you may want to enable them again after the update. 1. Log into FH Enterprise as an administrator. 2. Choose Tools Workstation Options. The Workstation Options dialog box appears. 3. Click the Local Data & Files tab. 4. Select Enable local caching of system and lookup tables. 5. Click the Other tab. A series of sub-tabs appear on the Other tab. 6. Select the Automated Tasks sub-tab. 7. Depending on your preference, select Auto-load on FIREHOUSE Software Startup or Auto-load on Windows Startup. 8. Click OK. 33 FIREHOUSE Software Enterprise Update Guide

Update the NEMSIS patient export If you are recording patient EMS patient reports and using the National Emergency Medical Services Information System (NEMSIS) code set, you should also update FH's patient export. 1. Obtain the NEMSIS patient export file in one of the following ways. WARNING: All states except Ohio and Florida use the NemsisPatientExportv2.FHz file. Ohio and Florida have unique patient export files, named OHPatientExportv2.FHz and FLPatientExportv2.FHz, respectively. For the steps below, select the patient export file appropriate for your state. From this location FIREHOUS- E Software 7 installation CD Do this Note: If possible, obtain the file from the FIREHOUSE Software web site, as a newer version of the file may be available. 1. Open the State folder. 2. Copy NemsisPatientExportv2.FHz, OHPatientExportv2.FHz, or FLPatientExportv2.FHz, as appropriate to your state. 3. On your hard drive, paste the.fhz file. FIREHOUS- E Software web site 1. In a web browser, go to the URL below appropriate for your state. o http://www.firehousesoftware.com/download/ NemsisPatientExportv2.FHz. o o http://www.firehousesoftware.com/download/ OHPatientExportv2.FHz. http://www.firehousesoftware.com/download/ FLPatientExportv2.FHz. The File Download dialog box appears. Caution: Do not click Open in the dialog box. 2. Click Save. The Save As dialog box appears. 3. Navigate to the location on your hard drive where you want to save the file. 4. In File name, change the extension of the file from.zip to.fhz. WARNING: It is very important to change this file extension to.fhz, for FH to recognize the file. You do not need to unzip this file after it is downloaded. FIREHOUSE Software Enterprise Update Guide 34

From this location Do this 5. In Save as type, select All Files. 6. Click Save. The Download Complete dialog box appears. 7. Click Close. 2. Verify that the user name and password for Remote Connection Configuration is for a SQL administrator account. 3. Log into FH as an administrator. 4. Choose Administration Install New or Updated Components. The Install New or Updated Features dialog box appears. 5. Click Install From. A file browser appears. 6. Use the file browser to find and open the patient export file you saved to your hard drive. It may take a few moments for the Install New or Updated Features dialog box to list the items that will install. Note: Wait until this window is filled with items to begin the installation. 7. Click OK. A series of dialog boxes and status bars displaying the progress of the installation appear and then close automatically. The installation process can take some time to complete, depending on your computer configuration and the number of codes included. 35 FIREHOUSE Software Enterprise Update Guide