In previous versions of Sage Intergy, the configuration of the Sage Intergy backup script was a specialized process that was left to the discretion of the installation technician. For Sage Intergy 7.00, all Sage Intergy backup functions are standardized using the script that is included on the installation media. Typically, this batch file will be copied automatically to the C:\Intergy folder on the database server.
Note that this script only creates a Sage Intergy backup which is written to disk storage. A full system backup that includes the operating system and all other data files must be performed separately using a third-party product. Refer to Appendix A - Backup Exec Installation and Configuration for detailed information on installation of the full system backup component.
The Windows Server 2008 task scheduler is used to execute the Sage Intergy Backup script as an automatic process. The task scheduler component of Windows Server 2008 differs significantly from previous versions. For detailed information on configuration and usage of the task scheduler, refer to the Microsoft Technet documentation at the following URL:
http://technet.microsoft.com/en-us/library/cc727168.aspx
Customize Backup Script
Manually create C:\IntergyBackup and D:\IntergyBackup directories on the Sage Intergy database server. Open the file C:\Intergy\IntergyBackup.bat with a text editor and note the following lines of text:
Make the following changes to the batch file before proceeding with scheduling:
• If the database server is configured using non-standard drive configuration, change the batch location folder and the staging drive letter as needed. Validate all other drive letters and folder names and verify that Sage Intergy database directories are enumerated correctly.
• If the customer site requires the use of an externally connected storage device, such as a Network Attached Storage (NAS) device, set the USING_EXTERNAL_STORAGE
parameter to ‘Y’ and specify the drive and/or folder name in the EXTERNAL_STORAGE parameter.
• Set the DIAG_MODE parameter to ‘N’ for a server installed in a production environment at the customer site.
Leave all other parameters in the Sage Intergy Backup script at their default settings.
Schedule Backup Task
Use the Windows Server 2008 task scheduler to create a scheduled task for the
C:\Intergy\IntergyBackup.bat script. Set the file to be executed from the Action tab when
creating a task. Use the following screen shots as guides for configuring the following parameters:
When creating a task, set the following general parameters:
• Set the local Backup account as the user account
• Run whether user is logged on or not.
• Run with highest privileges
• Configure for Windows Vista or Windows Server 2008
When creating a task, set the following trigger parameters:
• Daily schedule starting at 10:00 pm on the current day. Change this time as necessary to suite the operating hours of the customer site.
• Recurs every day (set field to value 1)
• Enabled checkbox is selected
As a best practice, test the operation of the script before any further database changes are made. Observe the Windows Server application log and the Sage Intergy logs for any errors that must be resolved.
For detailed information on operation and troubleshooting of the Windows task scheduler, refer to the Microsoft documentation at the following URL:
http://technet.microsoft.com/en-us/library/cc721871.aspx
Next Steps
All new Sage Intergy 7.00 installations will include the Quality Measures Edition of Sage Practice Analytics. In all cases, this installation requires a separate, dedicated computing device to support this application. Refer to the Sage Practice Analytics Install Guide for detailed information on installation of the Sage Practice Analytics server components.
In most environments, after successful installation of a Sage Intergy database server and correct configuration of Sage Intergy settings, you may proceed to installation and
configuration of Sage Intergy clients as described in Chapter 3. However, if you are installing an N-tier environment that requires additional application servers you must proceed to Chapter 4 and follow the instructions for component configuration described therein.
If you have selected Sage Intergy services for installation on the database server, you should also review the Sage Intergy 7.00 installation manual appendix for each service or
component. This includes TMS Import, DDS, and Sage Intergy Storage Server.
Chapter 3: Client Installation
For day-to-day operation of the Sage Intergy desktop, the Sage Intergy client application components must be installed. Typically, the client is installed on desktop workstation computers for use by employees of a medical practice. Also, a client is typically installed on the Sage Intergy database server for troubleshooting and testing purposes.
More complex computing environments may include installation of the Sage Intergy client in a thin-client implementation, as described in Chapter 9. Also, Sage Intergy client workstations may be used to distribute the installation of separate Sage Intergy service components, such as DDS or the Remote Print Service. Instructions for installation of these specialized clients may not apply to all customers, so be aware of the serialized components for the customer site and the purchased components as listed on the sales order.
The instructions in this section apply to an environment where the Sage Intergy database server is already configured and installed. Do not proceed with Sage Intergy client installation until the Sage Intergy database server and other related components are correctly installed.
Note that new installation is permitted only on specific platforms. Refer to the Sage Intergy 7.00 System Requirements document for detailed information on compatible hardware and operating systems.
Typical Installation Settings
The following table lists typical installation settings used for the Sage Intergy clients in most environments. However, many settings may have to be changed to suit specific customer requirements or to conform to the standards of an existing computing environment. Use this table as a reference if you are already familiar with the details of installation.
Application
Printing Configure default printer for All Users default Windows logon profile Microsoft Office Installation Office installation required for
Transcription Writer or DDS
Label Printer Configure a default page size on Printers and Faxes control panel Internet Explorer Advanced Printing Options - Print
background colors and images
RMS Site ID Blank (required for remote or WAN client without VPN connection)
Drive letters and directory names should always be adjusted to match actual directory locations when Sage Intergy is installed in a non-standard implementation. Detailed instructions for installation of these application components are provided in the following pages.