RMS
Remote Management System
Copyright and Distribution Notice
November 2009©
Copyright 2009
ARTROMICK International, Inc.
ALL RIGHTS RESERVED. Published 2009. Printed in the United States of America
WARNING: ANY UNAUTHORIZED DUPLICATION OF THIS DOCUMENTATION SHALL BE AN INFRINGEMENT OF COPYRIGHT.
Trade Secret Notice
This documentation, the software it describes, and the information and know-how they contain constitute the proprietary, confidential and valuable trade secret information of Artromick International, Inc., its affiliated companies or its or their licensors, and may not be used for any unauthorized purpose, or disclosed to others without the prior written permission of the applicable Artromick International entity.
This documentation and the software which it describes are licensed either “AS IS” or with a limited warranty, as set forth in the applicable license agreement. Other than any limited warranties provided, NO OTHER WARRANTY IS EXPRESSED AND NONE SHALL BE IMPLIED, INCLUDING THE WARRANTIES OF MERCHANTABILITY AND FITNESS FOR USE OR FOR A PARTICULAR PURPOSE. The applicable Artromick International entity reserves the right to revise this publication from time to time and to make changes in the content hereof without the obligation to notify any person or entity of such revisions or changes.
Product names mentioned herein may be trademarks and/or registered trademarks of their respective companies. Artromick is a registered trademark of Artromick
International, Inc. Artromick International 4800 Hilton Corporate Drive Columbus, Ohio 43232 Phone: (614) 864-9966
1 Overview ... 9
About This Guide ... 9
Introduction to Remote Management Software... 10
Cart Configurations... 13
How the Remote Management Software Works ... 14
2 Navigating Remote Management Software... 15
Navigation Overview... 15
Logging Into the Remote Management Software... 16
Exiting Remote Management Software ... 16
3 System Administration... 17
System Administration Introduction ... 17
Changing Access Codes ... 17
Changing Your Password... 18
Managing Roles and Permissions ... 18
Viewing Permissions By Role... 21
Copying a Role and Associated Permissions... 22
Removing a Role and Associated Permissions... 23
Printing a Role and Associated Permissions... 24
Changing Role Permission Settings ... 25
Unlocking Cart and User Records ... 26
Removing Groups For Global Users ... 27
Updating the Registry ... 27
4 Managing Carts... 31
Managing Carts Introduction ... 31
Adding Carts ... 31
Assigning Users to a Cart... 33
Adding Groups... 34
Assigning a Cart to a Group ... 35
Deleting a Group... 36
Managing Cart Settings ... 37
Changing Cart Settings... 38
Updating All Carts in a Column ... 43
Printing Edit Cart Settings Grid... 46
Exporting Cart Settings... 46
Sending Changes to the Carts ... 47
Viewing Failed Cart Updates ... 48
Printing Failed Cart Updates Grid... 49
Finding a Cart Using Filters ... 49
Viewing Cart Settings by Group Name... 51
Removing a Cart From the Active Carts Grid... 52
Viewing Removed Carts ... 53
Reinstating a Removed Cart ... 53
Printing Removed Carts Grid... 54
Reading Cart Settings From Cart ... 54
5 Managing Users ... 55
Managing Users Introduction... 55
Managing Cart Users... 55
Adding Users ... 56
Importing Users ... 60
Changing User Settings... 61
Viewing Assigned Carts... 64
Finding Users by Roles... 65
Finding Users by Filtering... 65
Viewing Self in User Grid... 66
Removing a User From the Active User Grid ... 67
Viewing Removed Users ... 68
Reinstating a Removed User... 68
Printing Removed Users Grid... 70
Exporting Users ... 70
Viewing Failed User Updates ... 71
Printing Failed User Updates... 71
6 Managing Log Records... 73
About Log Records ... 73
Reading Log Records From Cart... 75
Sorting Log Records by Column... 76
Refreshing the Log Record Grid... 77
Exporting Log Records ... 77
Printing Log File Grid ... 78
7 Troubleshooting ... 79
General Tips ... 79
1
Overview
About This Guide
Introduction
This guide describes how to use the Remote Management software to manage your users and carts.
This guide is divided into the following chapters:
• Overview: This chapter contains information about the features of your Remote Management software and how the Remote Management software is configured and works.
• Navigating Remote Management Software: This chapter provides information about how to navigate the Remote Management software user interface and how to log into and exit the Remote Management software.
• System Administration: This chapter provides the procedures for administering your Remote Management software.
• Managing Carts: This chapter provides the procedures for managing your carts through the Remote Management software.
• Managing Users: This chapter provides procedures for managing your users through the Remote Management software.
• Managing Log Records: This chapter provides the procedures for managing the log files associated with the carts you manage.
Documentation Conventions
The different type styles used in this document to indicate elements of the Remote Management software are described below.
• Bold Type—Indicates
o A selection that you are instructed to complete by typing the word or phrase in the software text boxes
o A selection that you are instructed to make or clear from either a drop-down list or radio button when you are working with the Remote Management software
• Italics—Used for emphasis or to cross reference topics that contain additional information.
• Start > Programs > Artromick—Used when you must make selections in order from a menu. For example, the Start > Programs > Artromick means click the Start menu and select Programs and then select Artromick.
Introduction to Remote Management Software
What Is the Remote Management Software?
The Remote Management software enables you to manage multiple carts from one workstation through wireless technology, instead of requiring you to have direct access to each cart to manage each cart individually.
The software is comprised of three components:
• RMS Proxy that resides on the carts you manage.
• Database that is on a server that is on the same network as the carts that you manage.
• Remote Management software that is the interface between the database and the carts enabling you to make changes to your database and send them to the carts.
Benefits of Using Remote Management Software
The Remote Management software enables you to read information from the cart and to wirelessly manage the cart settings and user settings from one location.
The benefits of using the Remote Management software include:
• The ability to manage multiple carts by making changes only one time instead of on each cart individually.
• Increased speed in performing tasks, such as adding users and changing cart settings.
• Improved security by enabling faster updates to carts and user settings. • Greater flexibility enabled by wireless technology to make updates.
After the software is installed and set up, administrators can connect wirelessly to the carts to manage user and cart settings, and log records. Administrators can also use the software to change, add, or delete users and cart settings and then apply (write) any data changes to the cart.
Log, User, and Cart Settings Records
The Remote Management software uses three types of records to manage the cart's data. The types of records are:
• Event Log Record: An event log record is a read-only record that contains events that occurred on the cart. You can use the sorting feature in the View Log Records window to sort events by type or date, or print the log record, depending on your needs. For information, see Managing Log Records.
• User Record: A user record contains user profile and access information. You can manage user information from the cart to populate the database, make changes to the user profile, and send the changes that you make in the record to the cart. For information, see Managing Cart Users.
• Cart Settings Record: A cart settings record contains all of the settings on the cart. You can manage cart information from the cart to populate the database, make changes to the cart settings, and send the changes to the carts. For information, see Managing Cart Settings.
Terms and Definitions
This list describes general terms used in this document.
• Access Card—An optional card-swipe feature that can be used as an additional security requirement or as the primary cart access method.
• Access Code—A four-, five-, or six-digit personal identification number (PIN) that provides cart access. This code can be General (one access code per cart) or Specific (one access code per authorized user or group of users). The default value is four (4).
• Cart Configuration—How the cart is set up to communicate with the Remote Management software. There are three (3) configurations:
o All-In-One configuration o Laptop configuration
o Wireless antenna configuration
• Cart Settings Record—A record that is used with the Remote Management software. This record contains information about cart settings.
• Group of Carts—An administrative category used to define a set of carts that have a common characteristic, such as a common setting or a common physical location that is used to manage large numbers of carts.
• Master Code—A four-digit numeric code that enables an authorized administrator to change cart settings or view cart logs.
• Narcotic Code—A four-digit numeric code that must be entered before an authorized user can open any of the locked eNarc narcotics drawers. Available settings are “General” (one eNarc code per cart) or “Specific” (one eNarc code per authorized user or group of users) and the following usage rules apply: o If the access code is set to “General,” the Narcotics Code must be set to
General unless the cart is configured with the access card accessory. o If the access code is set to “Specific,” the Narcotics Code can be set to either
“General” or “Specific,” depending on your needs.
• Override Code—A four-digit code assigned to the cart that bypasses alarms, timers, and relocking mechanisms. Typically, this function is used while the cart is being restocked in the pharmacy.
• Permission—Permissions are the access rights to a specific function in the Remote Management software. Permissions are used to further restrict user access to the functions in the Remote Management software.
• Roles—Roles are the level of general access assigned to a user in the Remote Management software. For example:
o Global role—Users who have rights to all functions and can make all changes to the carts and user settings for all of the carts and users in the database. o Local role—Users who have access to only a limited number of carts, but can
make all changes related to the carts and users they manage.
o User role—Users who can only use the carts to complete cart tasks such as accessing and dispensing medications.
• Send Changes—The Send Changes button enables an administrator to apply settings changes that were made using the Remote Management software to the cart.
• User ID—A unique, four-digit number that identifies the person using the cart. Unlike an access code, a User ID cannot be modified after it is accepted. • User Record—A record that is used with the Remote Management software.
This record contains user profile information and can be modified.
Roles and Responsibilities
Users in the Remote Management Software are assigned access privileges based on job function. User types include:
• Global—This user (typically an IT manager or nursing director) can change all settings or view all log records on all carts and users in the Remote Management software database. This user can access all areas of the cart and user database and is responsible for adding new cart users, changing cart user profiles, and reading log records from the carts.
• Local—This user (typically nursing manager) can access some or all areas of the cart and user settings for the carts and users they manage. These
Override Rights
Administrators can assign override rights to each user type. Override rights grant users the use of a special Override Code that is assigned to the cart. The Override Code bypasses the cart’s alarms, timers, and relocking mechanisms. The override right is typically used while the cart is being restocked in the pharmacy.
Read From Cart and Send Changes Functionality
The Remote Management software Read from Cart functionality enables you to manage log records, user profiles, and settings from the cart to populate the Remote Management software database. If the cart was serviced, the cart and database settings are
synchronized.
The Send Changes functionality enables you to send your changes that you make to a user record or a cart settings record in the Remote Management software database to the cart.
Cart Configurations
Introduction
A cart configuration is how the cart is set up to communicate with the Remote Management software. There are three configurations:
• All-In-One configuration, where the cart, monitor, processor, wireless network card, and RMS Proxy are in one complete unit.
• Laptop configuration, where the RMS Proxy is installed on a laptop computer that has a wireless network connection and the laptop is connected by serial cable to the cart.
• Wireless antenna converter configuration, where the cart is connected to the wireless network by a wireless antenna.
Cart Configurations
The Remote Management software works with all three configurations of carts. You can have different combinations of configuration as well, since the Remote Management software does not make distinctions between the different configurations.
This enables you to leverage you previous investments in your medication carts, while using the latest technology to manage your carts.
How the Remote Management Software Works
Introduction
The Remote Management software works using wireless technology to connect all of your carts to a database to manage the settings and users from one location.
The following figure shows how the Remote Management software connects to two carts:
The following happens when you update cart settings in the Remote Management software database and send the changes to the carts.
1. You make the cart setting changes using the Remote Management software, which updates the database. For more information, see Changing Cart Settings.
2. You send the changes from the database to the carts. For more information, see
Sending Changes to the Carts.
3. The Remote Management software initiates wireless communications with the carts and sends the updates to the carts.
4. The events are logged in the cart log record, showing the event, user, time and date. For more information, see About Log Records.
2
Navigating Remote Management
Software
Navigation Overview
Window Navigation
Navigating the Remote Management software follows all Microsoft® Windows®
conventions.
The following figure shows a typical window in the Remote Management software:
Filtering Overview
You can filter the different grids in the Remote Management software to locate carts and users from long lists.
In all grids, the second row under the column names (the ALL row) is the filter row. Type or select the value to filter on in this row in the column you want to filter by, and click
Find.
Sorting Overview
The Remote Management software has interactive column headings that enable you to sort by column category.
For example, to sort by date, click the Date column heading on the log record. The entries are arranged, so that the events that occurred on the cart are arranged by date blocks.
The default sorting criteria in the Remote Management software is ascending to descending. When you sort by another column, the sort is ascending to descending by that column. Sorting is cumulative and does not revert to the default listing before completing a new sort action.
For example, if you are in the Edit Cart Settings window and you complete your first sort using the CartName column, the carts are sorted ascending to descending based on the cart names. If you then sort on this list using the IPAddress column, the list sorted on cart names is sorted by IP address. The list is not recompiled by the system into the default configuration prior to the second sort being completed.
Logging Into the Remote Management Software
Procedure
Complete this procedure to log into the Remote Management software.
1. On the computer that the Remote Management software is installed, select Start >
Programs > Artromick > Artromick Remote Management.
2. On the RMS login screen, type your user name and password. 3. Click OK.
The RMS main window displays.
You are logged in and can now manage your carts and users wirelessly.
Exiting Remote Management Software
Procedure
3
System Administration
System Administration Introduction
Introduction
System administration in the Remote Management software involves all tasks related to keeping your Remote Management software operating and secure.
Tasks include:
• Changing access codes. • Changing passwords.
• Managing roles and permissions associated with each role. • Updating the Windows registry, if required.
Changing Access Codes
Introduction
You can change the access codes on the carts that you manage periodically to provide stronger security for your systems. By changing your access codes, you prevent access by unauthorized users and strengthen the security of your medication carts.
Procedure
Complete the following procedure to change the access code. 1. Log into the Remote Management software.
2. From the RMS login screen, under Users, click Change Access Code. The Change Access Code window displays.
3. In the Old Access Code field, type the current access code. 4. In the New Access Code field, type the new access code.
5. In the Verify New Access Code field, type the new access code again. 6. Click OK.
The administrator access code is changed in the database and is updated on the carts when you send changes to the carts.
Changing Your Password
Introduction
You can change your password periodically to keep your system secure. By changing your password, you prevent access to the carts and users you manage through the Remote Management software by unauthorized users.
Procedure
Complete the following procedure to change the administrator password. 1. Log into the Remote Management software.
2. From the RMS login screen, under Users, click Change Password. The Change Password window displays.
3. In the User Name field, type the user name.
4. In the Old Password field, type the current password for the user. 5. In the New Password field, type the new password for the user. 6. In the Verify New Password field, type the new password again. 7. Click OK.
The administrator password is changed in the Remote Management software database.
Managing Roles and Permissions
Introduction
You can determine if you want to only view, only edit, or view and edit a cart setting for the role.
Roles are the level of general access assigned to a user in the Remote Management software. For example:
• Global role—Users who have rights to all functions and can make all changes to the carts and user settings for all of the carts and users in the database.
• Local role—Users who have access to only a limited number of carts, but can make all changes related to the carts and users they manage.
The following table lists the permissions:
Defaults
Global Local User
Cart Setting Permission
Edit View Edit View Edit View
Enable Alarm Enables the alarm on the cart. Yes Yes No Yes No No Key Beep Enables a beep when key is used
in the cart. Yes Yes No Yes No No Narc 1 Alarm Enables an alarm when the Narc
drawer 1 is used. Yes Yes No Yes No No Narc 2 Alarm Enables an alarm when the Narc
drawer 2 is used. Yes Yes No Yes No No Alarm Beep Level Sets the volume level of the
alarms.
Yes Yes No Yes No No
Auto-Secure-Delay Min Sets the number of minutes of cart inactivity before the cart is automatically secured.
Yes Yes No Yes No No
Auto-Secure-Delay Sec Sets the number of seconds of cart inactivity before the cart is automatically secured.
Yes Yes No Yes No No
Auto-Secure-Motion Detector Sets the level of sensitivity of the motion detector. Yes Yes No Yes No No Cart Name Sets the name of the cart. Yes Yes No Yes No No IP Address Sets the IP address of the cart. Yes Yes No Yes No No Cart Master Sets the cart master code. Yes Yes No Yes No No Cart Override Sets the cart override code. Yes Yes No Yes No No Cart ID Sets the cart ID number. Yes Yes No Yes No No Com 1 Setup Sets the communication setup for
Com 1. Yes Yes No Yes No No Com 2 Setup Sets the communication setup for
Com 2. Yes Yes No Yes No No Com 3 Setup Sets the communication setup for
Com 3, if used.
Yes Yes No Yes No No Data Length Sets the length of data. Yes Yes No Yes No No Data Offset Sets the data offset. Yes Yes No Yes No No Light Timeout Sets the length of time before the
light turns off automatically. Yes Yes No Yes No No Narcotics - Code
Defaults
Global Local User
Cart Setting Permission
Edit View Edit View Edit View
Narcotics -
General Code Sets the general Narc code on the cart. Yes Yes No Yes No No Narcotics -
NumNarc Sets the drawer narcotic number. Yes Yes No Yes No No Start Character Sets the start character. Yes Yes No Yes No No Termination
Character Sets the termination character. Yes Yes No Yes No No User Codes -
General Code
Sets the general user code. Yes Yes No Yes No No User Codes -
Type Sets the user code type of either specific or general. Yes Yes No Yes No No Access Code
Digits Sets the number of digits for the access codes. Yes Yes No No No No Cart Group Sets the group that the cart
belongs to. Yes Yes No No No No Roles and
Permissions
Sets whether the role has access to the Roles and Permissions dialog box.
Yes Yes No No No No
User Group Sets the user group. Yes Yes No No No No User Role Sets the user role. Yes Yes No No No No Access Code Sets the user access code. Yes Yes Yes Yes No No Employee ID Sets the employee ID number for
the user. Yes Yes Yes Yes No No Extended ID Sets the extended ID number for
the user. Yes Yes Yes Yes No No User Name Sets the user name for the user. Yes Yes Yes Yes No No User Narc
Access
Sets whether the user has access to the Narc drawers.
Yes Yes Yes Yes No No User Narc Code Sets the user Narc code. Yes Yes Yes Yes No No User Override Sets whether the user has access
Viewing Permissions By Role
Introduction
You can view permissions by role to determine if a role matches your needs, so you can copy the role with the associated permissions instead of recreating a role and
permissions that is similar to your needs.
After you copy the role and permissions, you can save time by editing the permissions to meet your needs. For example, if you want to create a role for every local user, so you can provide separate permissions to each user, you can copy the local role and create the new role based on the default permissions.
Procedure
Complete the following procedure to view the permissions by role. 1. Log into the Remote Management software.
2. From the RMS login screen, from the System menu, select Roles and Permissions. The Roles and Permissions dialog box displays showing the permissions associated with the role selected.
3. In the Roles grid, click a role to display the permissions associated with the role. The selected role name displays following the Permissions for role in the center-top of the window.
Copying a Role and Associated Permissions
Introduction
You can copy an existing role and associated permissions to save time in creating a new role and assigning permissions. After you copy the role, you can then edit the
permissions for the new role.
For example, if you want to create a role for every local user, so you can provide separate permissions to each user, you can copy the local role and create the new role based on the default permissions.
Procedure
Complete the following procedure to copy a role and associated permissions. 1. Log into the Remote Management software.
2. From the RMS login screen, from the System menu, select Roles and Permissions. The Roles and Permissions window displays showing the permissions associated with the role selected.
3. In the Roles grid, click the role that you want to copy to display the permissions associated with the role.
The role name selected displays following the Permissions for role in the center-top of the window
The permissions associated with the role display in the grid. 4. Click Copy Role.
The Enter new role name dialog box displays.
6. The name you typed is appended to the role name that you copied, and the new role displays in the Roles grid with the associated permissions in the permissions grid
For example, if you copied the local role and the associated permissions, and typed
test as the new role name, the new role is local - test.
Removing a Role and Associated Permissions
Introduction
You can remove a role and the associated permissions that you create from the grid.
Note: You cannot delete the Global, Local, or User roles from the Remote Management
software.
Procedure
Caution: Completing this procedure permanently deletes the role from the Remote
Management software database.
Complete the following procedure to remove a role and associated permissions. 1. Log into the Remote Management software.
3. In the Roles grid, click the role that you want to remove to display the permissions associated with the role.
The role name selected displays, following the Permissions for the role in the center-top of the window.
The permissions associated with the role display in the permissions grid. 4. Click Remove Role.
The Delete Role dialog box displays. 5. Click Yes.
6. The role is removed from the active Roles grid and the associated permissions are removed from the permissions grid.
Printing a Role and Associated Permissions
Procedure
Complete the following procedure to print a role and associated permissions. 1. Log into the Remote Management software.
2. From the RMS login screen, from the System menu, select Roles and Permissions. The Roles and Permissions window displays showing the permissions associated with the role selected.
3. In the Roles grid, click the role that you want to print to display the permissions associated with the role.
Changing Role Permission Settings
Introduction
The permission settings are associated with the cart settings that the role is assigned to. Reasons you may need to change permission settings associated with a role include:
• Roles may change.
• You copy a role to create a new role and must change the permissions to enable different cart settings to be changed. This is useful when working with groups of carts that local users manage.
You can change whether to allow the user to:
• View only a setting on the Edit Cart Settings or the Cart Settings window. • Edit a setting on the Edit Cart Settings or the Cart Settings window. By default,
this also includes the view permission although the view permission does not change to Yes when the Edit column is set to Yes.
Procedure
Complete the following procedure to change a role permission setting. 1. Log into the Remote Management software.
2. From the RMS login screen, from the System menu, select Roles and Permissions. The Roles and Permissions window displays showing the permissions associated with the role selected.
3. In the Roles grid, click the role that you want to edit to display the permissions associated with the role in the permissions grid.
The role name selected displays, following the Permissions for the role in the center-top of the window.
4. Do you want to be able to edit the setting in the Edit Cart Settings or the Carts Settings window?
• If Yes, next to the permission in the Edit column, double-click the No value to change the value to Yes.
• If No, ensure that the value is No and go to step 5.
Note: This also enables you to view the setting in the Carts Settings window by default,
although the View column may be set to No.
5. Do you want to be able to view the setting in the Edit Cart Settings or the Cart Settings window?
• If Yes, next to the permission in the View column, double-click the No value to change the value to Yes.
• If No, ensure that the value is No and go to step 6.
6. Click Exit.
The changes you made to the permissions are updated in the Remote Management software database.
Unlocking Cart and User Records
Introduction
If the communication between the Remote Management software and the cart is broken when you are sending or retrieving data between the two computers, the cart setting and user setting records are locked to prevent further changes from being made before the changes you were trying to send were applied. This protects your files from becoming corrupted and out of sync.
After communication is reestablished, you must unlock the cart and user records to be able to send your updates again.
Procedure
Complete the following procedure to unlock cart and user records. 1. Log into the Remote Management software.
2. From the RMS login screen, from the System menu, select System Settings. The System Settings dialog box displays showing the system settings including database and user information and passwords.
3. Click Unlock Cart and User Records.
A Warning dialog box displays stating not to send updates when unlocking records. 4. Click Yes.
The Finished Unlocking Records window displays. 5. Click OK.
Removing Groups For Global Users
Introduction
In the Global role, you must have access to all carts and users in the Remote
Management software database, so you can make any changes that are required. If you assign the Global role to a group of carts, you can remove the group and set the Global role to its default settings. This enables the Global user to view and change all carts and users in the Remote Management software database.
If you configure your Global role to view only a single group, you can use the Removing Groups for Global Users to reset the ability of the Global role to view all carts in the database.
Procedure
Complete the following procedure to remove groups for global users. 1. Log into the Remote Management software.
2. From the RMS login screen, from the System menu, select System Settings. The System Settings window displays showing the system settings including database and user information and passwords.
3. Click Remove Groups for Global Users.
A message stating that the cart group assignments have been removed for all global users displays.
4. Click OK.
The Global role can now view and change all cart and user settings for all carts and users in the Remote Management software database.
Updating the Registry
Introduction
If you make changes in the System Settings dialog box, you must update the Windows registry for the changes to take effect.
Warning: Only update the Windows registry following this procedure and if you are very
System Settings Defined
The following list describes the system settings that you can define or change.
• Application path—Full path to the Remote Management software installation on your computer.
o Default value is C:\Program Files\Artromick.
o You cannot change this setting after you install the Remote Management software.
• Computer Name—Name of the computer that the Remote Management software is installed on.
o You cannot change this setting from the Remote Management software. • Server Name—Administrative server name that the Remote Management
software is installed on.
• Database Name—Name of the database that the Remote Management software is using to store the cart and user settings.
o Default value is Artromick.
o The database name must remain Artromick for the Remote Management software to work properly.
• Db Username—Username of the user who is the administrator of the database that the Remote Management software interacts with.
o Default value is SA, if you used the automatic database installation. If you completed the manual database installation, this is the username provided to you by your database administrator.
• Db Password—Password of the user who is the administrator of the database that the Remote Management software interacts with.
o Initial password if you used the Automatic installation procedure is 1m2Gx45. If you used the manual installation, the Db password is provided by your
database administrator.
• Verify Password—Same password as the Db password.
• Log Read Time—Time of day that the Remote Management software queries the carts for the log records. In 24-hour clock format. For example, 23:00 is 11:00 p.m.
• Log Interval (in hours)—Time interval that must pass before the Log Read Time is triggered.
o For example, if the log time is 14:00 (2 p.m.) and the log interval is 48 hours, then every 48 hours at 14:00 (2 p.m.) the Remote Management software attempts to read the log records.
Procedure
Complete the following procedure to update the entries for the Remote Management software in the Windows registry.
1. Log into the Remote Management software.
2. From the RMS login screen, from the System menu, select System Settings. The System Settings dialog box displays showing the system settings including database, user information, and passwords.
3. Make any changes to the system settings. 4. Click Update Registry.
A dialog box stating that you must exit the Remote Management software and restart the Remote Management software and reminding you to send changes to the carts displays.
5. Click OK.
The changes are updated to the Windows registry.
Note: You do not need to reboot your computer.
6. Exit the Remote Management software. 7. Log into the Remote Management software.
4
Managing Carts
Managing Carts Introduction
Introduction
Managing carts in the Remote Management software involves tasks related to managing all carts that are in the Remote Management database.
Tasks include:
• Adding carts • Removing carts • Assigning users to carts • Changing cart settings • Creating groups • Assigning carts to groups
• Sending changes made in the database to the carts • Reinstating removed carts
Adding Carts
Introduction
Adding carts to the Remote Management software is required to manage the carts wirelessly.
Adding One Cart Procedure
Complete the following procedure to add one cart to the Remote Management software. 1. Log into the Remote Management Software.
2. From the RMS login screen, under Carts, click Add/Edit. 3. From the Add menu, select One Cart.
A Continue to add cart dialog box displays.
4. Click OK. The Add Single Cart dialog box displays.
5. Type the IP address of the cart and cart name in the appropriate fields. 6. Click Save and Exit.
The Remote Management software saves the cart to the database and the cart is added to the cart grid.
For instructions, see Assigning Users to a Cart and Changing Cart Settings. You must send the changes to the carts to keep the cart settings in the Remote Management software database and on the carts in sync.
For instructions, see Sending Changes to the Carts.
After the first time that you send changes to the carts, you can assign users to the cart and change cart settings from the Remote Management software. If the added cart does not have a serial number in the Remote Management software database, when you send the changes to the carts, the carts send the serial number back to the database.
Adding Multiple Carts Procedure
Complete the following procedure to add multiple carts at one time to the Remote Management software.
1. Log into the Remote Management Software.
2. From the RMS login screen, under Carts, click Add/Edit. 3. From the Add menu, select Multiple Carts.
A Continue to add carts dialog box displays.
4. Click OK. The Add Multiple Carts dialog box displays.
5. In the first text box, type the first IP address in the range of IP addresses of carts to add.
6. In the second text box, type the last IP address in the range of IP addresses of carts to add.
7. In the Cart prefix field, type the first part of the cart name.
Note: The cart number is added to this prefix when you save the carts. For example, if
8. Click Save and Exit.
The Remote Management software saves the carts to the database and the carts are added to the cart grid.
For instructions, see Assigning Users to a Cart and Changing Cart Settings. You must send the changes to the carts to keep the cart settings in the Remote Management software database and on the carts in sync.
For instructions, see Sending Changes to the Carts.
After the first time that you send changes to the carts, you can assign users to the cart and change cart settings from the Remote Management software. If the added cart does not have a serial number in the Remote Management software database, when you send the changes to the carts, the carts send the serial number back to the database.
Assigning Users to a Cart
Introduction
You must assign users to a cart for the users to be able to access and use the cart.
Procedure
Complete the following procedure to assign users to a cart. 1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. In the Edit Cart Settings window, locate the cart you want to assign a user to. 4. In the Users column, click the plus sign (+).
5. In the All Users column, complete one of the following actions:
• To add one user, select the user name in the column and click the right arrow
(>) to move the user to the Assigned Users column.
• To add multiple users, select the user names in the column while holding down the ctrl key when you click the user names and click the left arrow (>) to move the users to the Assigned Users column.
• To add all users in the database to the Assigned Users column, click the
double-right arrow (>>).
6. Click Close. The users are assigned to the cart.
Adding Groups
Introduction
You can add groups to the Remote Management software to help manage a large number of carts.
For example, if you have four floors that have carts that you manage, you can add a group for each floor to make administration easier. Group A includes all carts on the first floor; Group B, second floor; Group C, third floor; and Group D, fourth floor carts.
Procedure
Complete the following procedure to add a group to the Remote Management software. 1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings dialog box displays.
4. In the Group Name field, type the name of the group. 5. Click OK.
The group is added to the Group list in the Edit Cart Settings window.
You can now assign carts to the group and assign a local administrator (local role) to manage the group.
For instructions, see Assigning a Cart to a Group and Assigning Users to a Cart.
Assigning a Cart to a Group
Introduction
A group is an administrative category that is used to define a set of carts that has a common characteristic, such as a common group of users or a common physical location. You can use groups to manage large numbers of carts more easily. The benefits of using groups to manage carts include:
• Enables you to find carts faster if you have a large number of carts. You can find carts by group instead of searching for a specific cart name in a long list.
• Enables you to make mass changes to all carts in the group at one time, instead of making individual changes to each cart.
After you add a group in the Remote Management software, you can add carts to the group.
For more information, see Adding Groups.
Procedure
Complete the following procedure to assign a cart to a group. 1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
4. In the Group column, click the current value.
Note: If the cart is not assigned to a group, the value is unassigned. If the cart is
assigned to a group, the value is the assigned group name. 5. Select the group to assign the cart to from the drop-down list.
The group name displays in the Group column of the cart. 6. Click Save.
The group assignments are saved in the Remote Management software database.
Deleting a Group
Introduction
You may need to delete groups from your Remote Management software for various reasons.
For example:
• Groups become obsolete because of organizational changes.
• Groups with only a few carts assigned are combined with other larger groups to promote better management of carts.
Note: When you delete a group, all carts in the group revert to unassigned as the group.
Procedure
Complete the following procedure to delete a group. 1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. In the group list, click the name of the group you want to delete.
4. Click Yes.
5. With the group carts displaying in the cart grid, click Delete Group.
The group name is removed from the Group list and the cart grid displays blank. The group assignments are deleted in the Remote Management software database.
Managing Cart Settings
Introduction
Your cart’s settings are configured based on your organization’s requirements and the preconfigured setup of your cart.
You can change these settings as the needs of your organization change or to better fit your working environment. For example, if you work in an environment of high activity in which the cart is frequently bumped or moved, you may choose to decrease the level of sensitivity on the cart’s motion detector. If you work in an area that requires high security, you may want to adjust the cart’s alarm to a higher auditory level, and so forth.
Managing User Code Types
The User Code Type setting on your cart is configured as General or Specific. • A General configuration means that your cart is configured for use with one
access code. Therefore, if more than one user is accessing the cart, you cannot track individual activity.
• A Specific configuration means that your cart is configured to have multiple users
or a group. Each user must be assigned a unique access profile so that you can track individual user activity using the logging functionality.
If you have the optional eNarc accessory, your User Code Type configuration affects which Narcotics Code Type settings can be used:
• If your User Code Type is set to General, your Narcotics Code Type setting must also be General.
• If your user Code Type is set to Specific, your Narcotics Code Type setting can be set to either General or Specific depending on your needs.
Note: As your needs change, you can switch between Specific and General
Changing Cart Settings
Introduction
After you add a cart to the Remote Management software, you can change the cart settings to fit your needs. Cart settings include:
• Cart administrative information • Cart master and override codes • User codes
• Alarm and beeper levels • Security settings • Narcotic settings
• Communications port settings • Light Timeout setting
There are two ways to change the cart settings in the Remote Management software: • Individual settings in the cart grid in the Edit Cart Settings window.
• Multiple settings in the Cart Settings window.
Cart Settings Defined
The following list describes the user access settings that you can define or change. • Cart Section
o Serial No.—Serial number assigned to the cart.
Note: You cannot change this field.
o HW/FW Rev—Hardware/firmware version or revision.
Note: You cannot change this field.
o User count—Number of users currently in the cart.
Note: You cannot change this field.
o Name—Name of the cart.
o Number—Number assigned to the cart.
Note: You cannot change this field.
• Auto Secure Section
o Delay—Controls the cart’s auto secure delay setting, which is the number of minutes of inactivity that can elapse before the cart secures itself. This setting can be from 1 minute to 99 minutes and 1 to 59 seconds. You can set this field to seconds only by typing zero (0) in the minutes field.
• Cart Codes Section
o Cart Master—Master code assigned to the cart. This code must be a four-digit number.
o Cart Override—This field displays the Override Code. The Override Code is a four-digit code assigned to the cart. The code bypasses alarms, timers, and relocking mechanisms. Typically, this function is used while the cart is being restocked in the pharmacy.
• Light Timeout Section
Note: This setting only applies to the optional night light accessory.
o Minutes—Number of minutes the cart’s optional night light stays on after the cart secures. The default number of minutes is 1. Available settings are 1 to 99 minutes.
• Alarm/Beeper Section
o Level—Controls the tone of your cart’s beeper. The default beeper level is Med (medium). Available levels are: Off, Low, Med, and High.
o Alarm Enable—Controls the alarm on the cart. A selected check box indicates that the alarm is on.
o Narc 1 Alarm—Controls the cart’s eNarc alarm setting on narcotics drawer 1. A selected check box indicates that the alarm is on.
Note: This setting only applies to users who have the eNarc optional
accessory.
o Narc 2 Alarm—Controls the cart’s eNarc alarm setting on narcotics drawer 2. A selected check box indicates that the alarm is on.
Note: This setting only applies to users who have the eNarc optional accessory
with two drawers.
o Key Beep—Indicates whether the cart emits beeps when a user presses keys on the keypad. A selected check box indicates that the key beep is on.
• User Code Section
o Type—Controls the type of user access code that the cart requires. Available settings are General or Specific.
− General means that the cart is configured for only one code. Therefore, if
more than one user is accessing the cart using a single code, individual activity cannot be tracked.
− Specific means that the cart is configured for use by multiple users or
groups. When Specific is selected, you must add users and assign each a unique four-digit access code.
If you have the optional eNarc accessory, the Type setting affects which options display in the Code Type drop-down list in the Narcotics section. o General Code—Controls the general access code required to access the cart.
• Narcotics Section
Note: These settings only apply to users who have the eNarc optional accessory.
o Num Drawers—Controls which eNarc drawers users can access. o Code Type—Controls the type of narcotics code that a user must enter to
access eNarc drawers. Available options depend on the Type setting that you selected in the User Code section. If you selected General, you must use a
General code type, unless the cart is equipped with the access card
accessory. If you selected Specific, you can specify a code type that is
General or Specific (each user is assigned a unique Narc Code).
o General Code—Controls the general code required to access the eNarc. If Specific is selected from the Code Type drop-down list, this field is not available.
• Com Port Setup Section
Warning: Adjusting these settings could negatively impact your ability to access
the RMS Proxy and/or the cart. Do not adjust this setting without first consulting Artromick Technical Support.
o Com 1—Communications settings for the primary communications port for the cart.
Warning: Adjusting this setting could negatively impact your ability to access
the RMS Proxy and/or the cart. Do not adjust this setting without first consulting Artromick Technical Support.
o Com 2—Communications settings for the secondary communications port for the cart.
Warning: Adjusting this setting could negatively impact your ability to access
the RMS Proxy and/or the cart. Do not adjust this setting without first consulting Artromick Technical Support.
o Com 3—Communications settings for the optional third communications port for the cart.
Warning: Adjusting this setting could negatively impact your ability to access
the RMS Proxy and/or the cart. Do not adjust this setting without first consulting Artromick Technical Support.
o Card Access Only—Enables access to the card using the access card only. • Buttons
o Read Cart Settings to Database—Instructs the software to read data from the cart and then populate the Remote Management software database with the cart settings records with the cart data.
Note: You must be connected to the cart to use this functionality. For more
information, see Reading Cart Settings From Cart.
o Remove—Removes the cart from the active carts grid. For instructions, see
o Cancel—Cancels the Edit Cart Settings window.
o OK—Completes the changes to the cart settings and saves the changes to the Remote Management software database.
o Print—Prints the cart settings for the selected cart.
Individual Settings Procedure
Complete the following procedure to change individual cart settings. 1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. In the Edit Cart Settings window, locate the cart that you want to change the settings on.
4. In the column of the setting you want to change, click the value. The cell becomes editable.
5. Make the change by either typing a new value or selecting a new value from the list.
Note: Depending on the setting, the Cart Settings window may display, where you can
change the setting. You can double-click any cell in the row to open this Cart Settings window. You must have editing permission to change a setting. 6. Click outside of the cell of the setting you changed. The new value displays in the
cell.
7. After you finish making changes, click Save. All of the changes are saved to the database.
Multiple Settings Procedure
Complete the following procedure to change multiple cart settings. 1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. In the Edit Cart Settings window, locate the cart you want to change the settings on. 4. In the CartName column, double-click the cart name.
The Cart Settings window displays.
5. Make the setting changes by either typing a new value or selecting a new value from a list. For complete descriptions of each setting, see Cart Settings Defined.
Updating All Carts in a Column
Introduction
You can update all carts in a column, if you want all of the carts to have the same entry for a specific setting. This enables you to make changes to multiple carts at one time making administration of your carts easier and faster.
Procedure
Complete the following procedure to update all carts in a column. 1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. Complete one of the following actions:
4. In the cart grid, in the second row under the column names, select the cell in the column that you want to update.
The cell becomes active enabling you to enter text or make a selection from a drop-down list.
5. In the cell, complete one of the following actions: • Make a selection from the drop-down list.
• Type text in the format of the cell. For example, in the MasterCode column, the format is a four-digit number.
6. Click Update All in Column.
All values in the column are changed to the new value you typed or selected. 7. In the Edit Cart Settings window, click Save.
Saving Cart Settings to the Database
Introduction
Saving cart settings to your Remote Management software database is different than sending cart settings to your carts. You can change the cart settings in the Remote Management software database, but these changes do not take effect on the carts until they are sent to the carts.
This capability of making changes to your cart settings in the Remote Management software database and not publishing the changes to the carts offers you flexibility in your working environment.
For example, you can make all of your changes to the carts and users and publish them at a specified interval, such as the first of every month. In this case, you can make changes to all of the override codes for security purposes and publish them at one time. Everyone who has override capability knows that the override codes will change on the first of every month.
Procedure
Complete the following procedure to save the changes to database for the changes that you made to the carts.
1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. In the Edit Cart Settings window, locate the cart that you want to change the settings on.
5. Make the setting changes by either typing a new value or selecting a new value from a list.
6. After you finish making changes, click Save. The changes are saved to the database.
You can continue working in the Remote Management software making changes to users and changing access codes or passwords, before sending changes to the carts.
You must send changes to the carts after you make the changes to the Remote Management software database for the changes to take effect on the carts. For instructions, see Sending Changes to the Carts.
Printing Edit Cart Settings Grid
Procedure
Complete the following procedure to print the Edit Cart Settings grid. 1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. Click Print.
Exporting Cart Settings
Introduction
You can export cart settings from the Remote Management software database to a file that you can import into another Remote Management software database.
For example, if you have a test Remote Management software system, you can export the cart settings from the test system to import the cart settings into the production Remote Management software system.
Exporting cart settings does not remove them from the Remote Management software database that they are being exported from. The export process creates a copy of the cart settings and creates the carts.dat file.
Note: You cannot choose which carts to export from the Remote Management software
Procedure
Complete the following procedure to export cart settings from your Remote Management software database.
1. Log into the Remote Management software.
2. From the RMS login screen, click File > Export Carts.
The cart settings records have been saved dialog box displays. 3. Click OK.
The carts settings records are saved to the install_dir\Artromick\carts.dat file. For example, C:\Program Files\Artromick\carts.dat.
You can now move this file to another location on your network to import it into another Remote Management software database.
Sending Changes to the Carts
Introduction
After you make changes in the Remote Management software database, you must send the changes to the carts to update the information on the carts. This keeps the
information in the Remote Management software database and on the carts in sync. If you make changes to the cart settings in the Remote Management software database and do not update the carts, the carts may become out of sync with the database, where some changes may be lost because they are overwritten accidentally.
In addition, the carts work from the last locally updated information and users who had access under previous changes may still have access if you did not send the changes to the cart. Cart security may be compromised.
Procedure
Complete the following procedure to send the Remote Management software database changes to the carts you are managing to update the cart information.
1. Log into the Remote Management software.
2. From the RMS login screen, under Update, click Send Changes.
The Processing window displays showing the cart names and numbers as they are being updated.
3. Did you receive a message that one or more carts failed to update?
• If yes, navigate to the View Failed Carts screen to see which specific carts failed to update.
• If No, go to step 4.
Troubleshooting
You may receive an End Cart Communications message stating that the cart cannot be connected to. This may indicate the following issues:
Issue Action
Cart is not operational Verify the cart is powered up. If it is not, power up the cart and verify that it is connected to the network.
Wireless connection to the
network is not working properly Verify that the cart is on the network and being read. If it is not, verify that the wireless network card is working properly.
If the cart is operational and the network connection is working and you still receive the End Cart Communications error, further assistance is required
Call Artromick Technical Support for assistance.
Viewing Failed Cart Updates
Introduction
You can view the failed cart updates after you send changes to the carts to locate the carts that did not update. You can edit the cart settings from this list and then resend the changes to the carts.
Procedure
Complete the following procedure to view failed cart updates. 1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. From the View menu, select Failed Cart Updates. The Failed Cart Updates window displays
Printing Failed Cart Updates Grid
Procedure
Complete the following procedure to print the failed cart updates grid. 1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. From the View menu, select Failed Cart Updates. The Failed Cart Updates window displays.
4. Click Print.
Finding a Cart Using Filters
Introduction
Filters enable you to find a cart from a long list based on a column entry.
For example, if you have a long list of carts and you know the master code of the cart, you can filter the list based on the MasterCode column. All carts with the master code you provide are listed in the carts grid.
Procedure
Complete the following procedure to find a cart using the filters. 1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. In the Find By Group Name area, complete one of the following actions:
4. In the cart grid, in the second row under the column names, select the cell in the column that you want to filter the list by.
The cell becomes active enabling you to enter text or make a selection from a drop-down list.
For example, in the preceding figure, the UserCodeType column is used to filter the list.
5. In the cell, complete one of the following actions:
• Make a selection from the drop-down list. For example, in the UserCodeType column, you can select either Specific or General from the list.
• Type text in the format of the cell. For example, in the MasterCode column, the format is a four-digit number.
6. Click Find.
The cart list is filtered and all carts matching your filter criteria display in the cart grid. You can now edit the cart or take other actions on the cart.
Viewing Cart Settings by Group Name
Introduction
You can find a cart if you only know the group name that the cart is assigned to.
Procedure
Complete the following procedure to find carts by group name. 1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. In the Find By Group area, click the name of the group that you want to view.
A dialog box asking if you want to save changes displays. 4. Click Yes.
5. The carts assigned to the group populate the Edit Cart Settings grid.
Note: If several carts are assigned to the group, you may need to filter the list.
For more instructions, see Finding a Cart Using Filters. You can now:
• Change the cart settings. For instructions, see Changing Cart Settings. • Change the group that a cart is assigned to. For instructions, see Assigning a
Removing a Cart From the Active Carts Grid
Introduction
If a specific cart in the database requires maintenance or is taken off line for a period of time, you can remove a cart from the active carts grid and move it to the Removed Carts grid. Removing a cart from the active carts grid allows you to send changes from the Remote Management software database to the carts without receiving failure to update cart errors.
Note: You cannot completely delete a cart from the database using the Remote
Management software. To completely delete a cart from the Remote Management software database, you must use your database administration tools.
If you must have a cart completely deleted from your Remote Management software database, contact your database administrator to complete this action.
Procedure
Complete the following procedure to remove a cart from the Remote Management software active carts grid.
1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. In the CartName column, double-click the cart name.
The Cart Settings window displays. 4. Click Remove.
Viewing Removed Carts
Introduction
You can view the carts that you remove from the database for the following reasons: • To verify that a cart is not accessible by cart users.
• To determine if a cart can be reinstated, instead of being added as a new cart. This saves you time in managing your carts.
Procedure
Complete the following procedure to view the carts you removed from the Remote Management software database.
1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. In the Edit Cart Settings window, from the View menu, select Removed Carts. The Removed Carts window displays showing the cart settings for the carts that you removed from the Remote Management software database.
You can reinstate carts you have removed.
For more information, see Reinstating a Removed Cart.
Reinstating a Removed Cart
Introduction
You can reinstate carts that you remove to the Remote Management software database. Reinstating a removed cart saves you time instead of adding the cart as a new cart, and this reduces errors in your database resulting from manual entry.
Procedure
Complete the following procedure to reinstate carts that you remove from the active cart grid in the Remote Management software database and moved to the Removed Carts grid.
1. Log into the Remote Management software.
2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays.
3. In the Edit Cart Settings window, from the View menu, select Removed Carts. The Removed Carts window displays showing the cart settings for the carts that you removed from the Remote Management software active database.
4. In the cart grid, in the CartName column, double-click the name of the cart that you want to reinstate.
