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Copyright © Medtech Limited 1 Upgrade Guide Medtech Evolution Version 1.5.6 – Build 1.5.6.85 (April 2016) These instructions contain important information for all Medtech Evolution users and IT Support personnel. We suggest that these notes are filed safely for future reference.

Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

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Page 1: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 1

Upgrade Guide

Medtech Evolution

Version 1.5.6 – Build 1.5.6.85

(April 2016)

These instructions contain important information for all Medtech Evolution users and

IT Support personnel. We suggest that these notes are filed safely for future

reference.

Page 2: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 2

Table of Contents

Prerequisites Checklist ............................................................................................................. 3

Locating the Installer ............................................................................................................... 4

Deployment model ................................................................................................................. 5

Installation framework ............................................................................................................. 6

Upgrade Guide ........................................................................................................................ 7

Database Server .................................................................................................................. 7

Upgrade Database.......................................................................................................... 7

Application Server (Client/Citrix/Terminal) ..................................................................... 10

Application Services Server .............................................................................................. 12

Medtech Services .......................................................................................................... 12

Post Installation Checklist ..................................................................................................... 15

Page 3: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 3

Prerequisites Checklist

1 Make sure the minimum Medtech Evolution Build is Version 1.5.3.11

2 Make sure the minimum Medtech Services 1.5.6.70 installed

3

All users (including remote users) have logged out of Evolution and all

scheduled utilities, backup or maintenance tasks, and third party interfaces

that require access to the databases have been stopped.

4 All Briefcasing laptops have been disconnected from the network.

5 Make sure to backup the database before performing the upgrade

6 Make sure the scheduled backups are valid

7

Make sure following utilities/services are stopped(services.msc):

o Medtech Message Transfer Service

o Medtech NIR Message Transfer Service

o Medtech Shell Service

o Medtech Fax Service

o Medtech Scheduling Service

o Medtech Diagnostic Service

Page 4: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 4

Locating the Installer

Medtech Evolution is available as downloads

Upgrade

Installed to 32 Bit 64 Bit Purpose

Database Server EvolutionDB_Upgrade1.5.6.85 Upgrade the database

Application

Services Server Medtech Services_Update 1.5.6.85

Upgrade the Medtech

Service

Note: Packages are compatible to both 32-Bit & 64-Bit environment.

Page 5: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 5

Deployment model

The deployment model consists of 3 layers with options of recommended and optimal

deployment.

NOTE: All these machines can be either Physical or Virtual machines.

Page 6: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 6

Installation framework

The installation framework consists of 3 layers that are represented as shown below,

Page 7: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 7

Upgrade Guide

Database Server

Upgrade Database

1. Connect to the Database Server

2. Click on Start > All Programs > Microsoft SQL Server > SQL Server Management Studio

a. Connect to Server window is displayed

b. Select Server Type as Database Engine

c. Select Server Name

d. Select Authentication as SQL Server Authentication

e. Enter Login and Password

f. Click on Connect button

g. SQL Server is connected

3. Make sure minimum Database version is 1.5.3.11

4. Execute EvolutionDB_Upgrade1.5.6.85.exe against the DB, which is available as part

of the download installer

5. Double click or right click the EvolutionDB_Upgrade1.5.6.85.exe and click ‘run as

administrator’ to launch the installation wizard.

6. Click ‘Next’ button to continue

Page 8: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 8

7. Select the option ‘Existing Database’ and this option is selected by default.

8. Click on ‘Next’ button to continue.

9. Click ‘Browse’ button to select the Database Server from the list or Manually Type the

Database Server Name.

10. Select the option SQL Server authentication, by default this option is selected.

11. Type in the SQL login credentials for the corresponding SQL server

12. Click on Browse button and select the database name.

13. Click on Next Button

Page 9: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 9

14. Click ‘Install’ button to install Database Server

15. Click Finish button to complete installation

16. Verify the log files in the following path ‘C:\Users\< User Profile > \AppData

\Local\Temp\Evolution ‘ to check the error messages as per the screenshot below.

17. Contact Medtech support personal immediately if you encounter any problem email

us to [email protected]

Page 10: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 10

Application Server (Client/Citrix/Terminal) Please make sure that you have checked all items in the checklist

1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application.

2. Make sure you have Administrative privilege to access the Client Desktop / Citrix /

Terminal

3. Upon login to the server, verify minimum Evolution Build version is 1.5.3.11

4. Double click on the shortcut icon Medtech Evolution 1.5.exe

5. Medtech Evolution application the below mentioned window is displayed.

6. Enter Staff Code, Password and Press Tab key, Location is displayed in the Location

field.

7. Click on OK button, the below mentioned window is displayed.

8. Click on OK button to upgrade the Medtech Evolution application

Page 11: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 11

9. Click Next, the installation process will commence

10. During the upgrade, the installer will attempt to replace the "MTNew" file in

following folder "C:\Windows\Fonts", if the above shown prompt appears, Click

Yes to replace it.

Page 12: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 12

11. Click Finish to complete the installation.

Application Services Server

Medtech Services

Ensure that you have completed and checked all items in the Installation Prerequisites

Checklist.

1. Connect to your application services server to install the application.

2. Make sure you have sufficient login privilege to access the application services

server.

3. Make sure Medtech Services 1.5.6.70 installed in your machine.

4. Upon login to the server, the executable determines if the machine runs 32-bit or 64-

bit Operating System and executes Medtech Services_Update 1.5.6.85.exe (By

double clicking or Right click Run as Administrator).

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Copyright © Medtech Limited 13

5. Welcome to Install Shield Wizard for Medtech Services window is displayed.

6. Click on Update button to proceed further.

7. Click on Install Button to install the Medtech Services program. The window displays

the status with a progress bar.

Page 14: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 14

8. Click Finish button to complete installation

9. Go to application installed path (“C:\Program Files \MedtechService_x86” (or)

“C:\Program Files (x86)\MedtechService_X64“) and check Medtech Services folder

is created and check the respective dll’s are placed inside the Folder.

Page 15: Upgrade Guide Medtech Evolution Version 1.5.6 Build 1.5.6 ... · 1. Connect to your Client Desktop / Citrix / Terminal to upgrade the application. 2. Make sure you have Administrative

Copyright © Medtech Limited 15

Post Installation Checklist

1. If prompted to do so after application server installation, a reboot of the

server has been completed.

2. The upgrade has been run on all laptops that are used for Briefcasing and

has completed without errors.

3. Login to Evolution and ensure database connection is successful.

4. Check the current Evolution installed version [Help About Medtech

Evolution]. After the upgrade has been run, this should read 1.5.6.85

5

Make sure following utilities/services are started(services.msc):

o Medtech Message Transfer Service

o Medtech NIR Message Transfer Service

o Medtech Shell Service

o Medtech Fax Service

o Medtech Scheduling Service

o Medtech Diagnostic Service

6. Ensure that all staff can successfully log into Evolution without error.

7. Any errors encountered during the post installation process have been

recorded and provided to Medtech Support for assistance.

8

Make sure that the login user has the Administrative permission on the

computer in which you are installing the services.

Make sure SMTP is configured for Diagnostic services to have an eMail alert.

For further information please contact Medtech Support via one of the follow options:

Via the Evolution application [Help ► Contact Support]

By online chat www.medtechglobal.com

By email to [email protected]

By fax to 0800 MEDTECH (633 832)

By phone on 0800 2 MEDTECH (633 832)