This guide details the critical points of installing the PTOS software from
specific technology requirements to explicit hardware recommendations.
©2016 Patterson Medical Supply, Inc.
Have Questions? PTOS Technical Support: 800-824-4305
Hardware Requirements
Server – 1-9 Workstations
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Dedicated Server – 10-25 Workstations
Processor RAM Hard Drive(s) Optical Drive Monitor Operating System Ethernet Adapter • Intel® Core™ i5 • 8 GB
• 1 TB 7200 RPM SATA 2 or faster, mirrored (RAID 1) • DVD-ROM
• LCD Monitor (Capable of 1024x768 resolution) • Windows 7, 8, or 10 Professional • Gigabit Processor RAM Hard Drive(s) Optical Drive Monitor Operating System Ethernet Adapter • Intel® Xeon®
• 8-32 GB (variable with # of workstations)
• 2 TB 7200 RPM SATA 2 or faster, mirrored (RAID 1) • DVD-ROM
• LCD Monitor (Capable of 1024x768 resolution) • Server grade OS (i.e.. Server 2012 Standard) • Gigabit
Supported Server Operating Systems
• Windows Server 2008 Standard • Windows Server 2012 Standard • Windows 7 Professional
• Windows 8 and 8.1 Professional
• Windows 10 Professional or Enterprise editions • Supported with PTOS v7 higher
Workstation Processor RAM Hard Drive(s) Optical Drive Monitor Operating System Ethernet Adapter • Intel® Core™ i5 • 4 GB • 250 GB or larger • DVD-ROM
• LCD Monitor (Capable of 1024x768 resolution) • See below
• Gigabit
Supported Workstation Operating Systems
• Windows 7 Professional
• Windows 8 and 8.1 Professional • Windows 10 Professional
• Supported with PTOS v7 and higher
Server Notes:
• To utilize more than 4 GB of RAM in your server, you will need to use a 64-bit OS
• By running PTOS on your server, the database program (SQL Express) uses 2 GB RAM • Storage of documents (patient notes, scanned
documents, etc.) may require a larger capacity hard drive
• If using Terminal Services, a Terminal server may be required based on the number of users or locations
2 Currently, Web-based Documentation has been
tested with the following devices:
• iPad (does not include iPad Mini or iPad Air)
• iPod Touch • iPhone 5 • Android Phone
PTOS Web-Based Documentation
Supported Web-Based Documentation Operating Systems
Operating System Notes
Operating System NotesHome Editions of Windows PTOS does not support any Home Edition Operating System Windows 8 • PTOS 5.6 supports Windows 8 as a Workstation
• PTOS 6.0 and above supports Windows 8 as either Server or Workstation
User Account Controls The installation of PTOS might require the user account controls to be turned off. If your system has user account controls, please turn off before installing the PTOS software. Watermark in PTOS
Windows-based Documentation
The watermark that appears on closed notes in the PTOS documentation doesn’t appear on any 64 bit operating system. This is a limitation of Amyuni and 64 bit systems.
Windows User Permissions Windows users must have local administrative rights to install PTOS on a server or workstations
XCharge and OpenEdge By July 1, 2016 computers are required to be on either: • Windows 7 or higher
• Server 2008 or higher Internet Explorer 11 or
Microsoft Edge
• Neither IE 11 nor Microsoft Edge are compatible with Windows-based Documentation • Systems that come pre-installed with IE 11 or Microsoft Edge typically cannot be
downgraded
Additional Information
Additional Components that Install with PTOS
• Windows Installer
• Microsoft .NET Framework • Patterson Auto Update (PAU)
• Microsoft SQL Server (Express version)* • Amyuni PDF Converter • Crystal Reports • Windows 7 Professional • Windows 8 Professional • Windows 10 Professional • Server 2008 R2 • Server 2012 Standard Tested Devices
*MS SQL Server Express Edition Note:
PTOS uses the express edition of Microsoft SQL Server. With this edition of MS SQL, there is a 10GB size limit for the Database size set by Microsoft.
If the database exceeds this limit, errors will occur and it will be necessary to work with your hardware technician to purchase and install a full edition of MS SQL (e.g., MS SQL Standard). PTOS Support cannot assist with installation or support of any edition of MS SQL other than Express.
Scanned Documents in Web-Based Documentation:
These documents can take up significant space in the PTOS Database. If adding storage files to Documentation, try to scan in the documents at a lower resolution to help keep those file sizes down.
While Web-based Documentation may be used with any browser, we recommend the following to avoid known display or printing issues: • Mozilla Firefox
• Internet Explorer 10 or 11 • Microsoft Edge
Recommended Browsers
Additional Information Continued
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Additional Recommendations
Third Party Integration Requirements
• Connectivity to POP3 email system or exchange server is required for certain advanced functionality in PTOS.
• Microsoft Office Professional Edition 2000 or higher is required to export data to Microsoft Office Excel or Microsoft Office Word.
• A DSL or faster internet connection is required for email services and product updates.
Remote Locations/Multiple Sites
PTOS Licensing
Terminal Services
To utilize remote connectivity, clients must have the proper Network Version and Licensing of PTOS in order to ensure data integrity across the network connection. Consult with a PTOS Sales
Representative to ensure you have proper licensing.
• Terminal Services is required for remote access from a location other than where the database is housed
• For Remote Desktop (Terminal Services) connections in any capacity (thin clients, remote locations or in-house connections), a Dedicated Terminal Server should be implemented rather than using the Data server.
• PTOS Support Specialists do not assist in the set up of terminal services; this is something that the office hardware technician must address. When using Terminal Services, your hardware tech might need to increase the recommended RAM depending on the # of connections.
Virtual Private Network (VPN)
PTOS does not recommend utilizing a VPN with PTOS. A VPN connects the components and resources of one network with another network, laptop, or wireless device over the internet. Remote users are able to connect to the Main office’s LAN and access shared resources, applications, and documents through the internet or any IP network. This method is known to negatively impact performance within PTOS and is therefore not recommended or supported.
Anti-Virus Software To be supported by a hardware provider
Spyware Windows Defender or Malware Bytes Anti-Malware
Firewall Hardware Firewall; We do not recommend 3rd Party Software
Internet Browser Firefox, Internet Explorer 10 & 11, Chrome, Safari, Edge Backup Solution We recommend PattLock Online Backup Solution
Internet Required for email/efax capabilities and receiving PTOS updates Battery Backups Industry Standard
Printers We have found that PCL5 and 5e printer drivers yield the best printing results inside of PTOS. At this time we do not have a recommended printer for preprinted insurance forms
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Wireless Networks
Many offices use wireless networks to access PTOS from both inside and outside their clinics and for using PTOS web-based documentation. Wireless networks vary in terms of speed, coverage, and reliability. It is not uncommon for wireless networks to disconnect or lose a signal. When this occurs, it is possible for some work in process to be lost. When accessing PTOS via a wireless connection, it is the office’s responsibility for resolving network connectivity issues and ensuring signal strength is optimal for users.
PattLock
PattLock Edge Drive
We recommend PattLock for online backup solutions.
A high speed internet connection is required for use with PattLock.
PattLock also requires the use of a Patterson external hard drive (Edge Drive) for local backups. For more information on this solution, please contact your Sales Team at 800-824-4305 .
Your hardware technician is responsible for maintaining/installing all hardware devices, setting
up all network connections and setting up external backups for proper data security. Please
consult with your hardware representative in implementing the best solution for your office.
Have Questions? PTOS Technical Support: 800-824-4305
Backups
Setting your Backup Path
Be sure to direct your Backup to the correct location by following these steps: 1. Open and Log into PTOS
2. Go to System Tasks | Supervisor | Config Parameters
3. Choose the Config Group ‘System’ and the Parameter of ‘dbbackup’ 4. Select the Edit icon in the top left and select the Browse button 5. Type in the shared backup location
• This folder needs to be created and shared out on the hard drive prior to setting this location. Default should be: \\Server\PTOSbackup
6. After you have typed in the correct path, click the Update icon located on the top left of the screen to save your changes
