Installing server features

You can install the server features of Dentrix Enterprise on your database server.

Note: For a Dentrix Enterprise server upgrade (from 11.0.40 and later), refer to the instructions for upgrading server features.

Installation overview:

Extract the contents of the server installation package.

If you want to install the client program files on the server, extract the contents of the workstation installation package, and then copy the client application setup (Setup_DE_Client.exe) from the extracted workstation installation package to the extracted server installation package.

In the extracted server installation package, launch Setup.exe to install Install Manager.

When Install Manager opens, run the SQL Update Scripts to update the database.

If applicable, install the Client Application.

Install services as needed: Recurring Payments ServiceData ServiceDocument Unfiled Utility ServiceHL7 Application and ServicesHermeS1 ServiceFile Exchange ServicesReport Scheduling ServiceQuickBill & Insurance Estimator Services, and/or Dental Encounter Service.

Close Install Manager.

Important: After installing Dentrix Enterprise, to get the most recent set of available SNOMED, RxNorm, LOINC, and CVX codes, contact Dentrix Enterprise Customer Support to have a representative run a utility to update the database.

To install the Dentrix Enterprise server features

Extract the contents of the Dentrix Enterprise server installation package (EnterpriseServerSetup-xx.xx.xx.xxx.zip; where "xx.xx.xx.xxx" represents the version number). Right-click the file, select Extract All..., select where to extract the contents, and then click Extract.

If you want to install the Dentrix Enterprise client program files on the server, extract the contents of the workstation installation package (EnterpriseWorkstationSetup-11.0.48.xxx.xxxx), and then copy the client application setup (Setup_DE_Client.exe) from the extracted workstation installation package to the extracted server installation package.

In the extracted server installation package, double-click Setup.exe.

The Dentrix Enterprise EULA dialog box appears.

Read the end user license agreement, and if you agree to the terms and conditions, click I agree to proceed.

Setup installs the Install Manager program.

Then, Install Manager opens and displays the components that can be installed.

To run the database update scripts, do the following:

Under Not Installed on the left, leave SQL Update Scripts selected. The Setup tab options appear on the right.

Configure the SQL Server Connection options:

Server Name - The name or IP address of the database server. Also, if the SQL instance that houses your Dentrix Enterprise database has a name, after the IP address or name of the server, include a backslash (\) and then the instance name.

Database Name - Dentrix is the default name of the database, but it may be different if it has been customized for your installation.

Username - The user name of the SQL user with "Sysadmin" rights.

Password - The password of the Sysadmin user.

Click Check Credentials.

A message regarding the results of the connection test appears. Click Ok. If the connection was successful, proceed to the next step; otherwise, change your connection parameters, and attempt to connect again.

If applicable, in the Custom Code box, enter your code to install custom features; otherwise, leave the box empty.

Click Run Scripts.

A command prompt window appears and displays the progress of the scripts to update the database.

Upon completion, a message regarding the scripts appears, click Ok.

You are returned to Install Manager, and the log appears on the Logs tab.

Check the log for any errors. If the log indicates that the database was updated successfully, close the document. If there are any errors, contact Dentrix Enterprise Customer Support at 800-372-4346 to resolve the errors before continuing with the installation.

To install the Dentrix Enterprise client program files on the server, do the following:

Under Not Installed on the left, select Client Application. The Setup options appear on the right.

Note: To install the client program files on the server, the client application setup (Setup_DE_Client.exe) must exist in the server installation package.

For Destination Location, verify that the Install path is correct.

If you want to change where the program files are installed, click Browse, select the correct location on the computer, and then click OK.

For Writable Folder location, verify that the Folder path is correct.

Important:

The Windows operating system does not allow programs to make changes to files in the "Program Files" or "Program Files(x86)" folder. So, it is recommended that you choose a folder that allows access for writing and updating files. The selected file path will be used for the "Docs," "Eclaims," and "Data" folders.

All Windows users on the computer must have full access (read and write) to the "DXONE" folder or whichever folder you select. If this folder has not already been shared with the required permissions, you can do it after installing Dentrix Enterprise for the Administrator account in Windows.

If you want to change the location of the writable folder, click Browse, select the correct location on the computer, and then click OK.

Enter the Clinic ID of the organization's central clinic (typically this is CENTRAL).

Note: Users can specify their default clinic IDs when they log in to Dentrix Enterprise.

If applicable, in the Custom Code box, enter your code to install custom features; otherwise, leave the box empty.

Under Optional Software, to install the Word add-in for letters that are created from Dentrix Enterprise on this computer, select the Install Letter Merge add-in for Microsoft Word checkbox.

Note: Microsoft Word must already be installed.

Click Install.

The Dentrix Enterprise client program, third-party programs, and letter merge add-in (if applicable) are installed.

If the Microsoft Office Customization Installer message for the letter merge add-in appears, click Install.

When the add-in installation is complete, click Close on the message that appears.

On the message that appears when the installation is complete, click Ok.

Install any of the following services as needed:

Recurring Payments Service - (For use with Axia only) The service for processing automatic recurring payments for payment plans from credit cards on file. See the topic "Installing the recurring payments service."

Note: This service should be installed on only one computer.

Data Service - The service for submitting electronic claims, automatically verifying insurance eligibilities, and automatically retrieving ERAs. See the topic "Installing the data service."

Note: This service should be installed on only one computer.

Document Unfiled Utility Service - (For military facilities only.) The service for automatically inserting unfiled documents into Document Center. See the topic "Installing the document unfiled utility service on the server."

Note: This service requires the installation of the Dentrix Enterprise client program on this computer or a different computer as part of a Dentrix Enterprise server or workstation installation.

HL7 Application and Services - The HL7 administrative console program and service for the managing the HL7 interface and exchanging healthcare information with external systems through documents, C-CDA files, and HL7 messages. See the topic "Installing the HL7 application and service."

Note: This program and service should be installed on only one computer.

HermeS1 Service - The customer telemetry service for automatically collecting system information by Support technicians. See the topic "Installing the HermeS1 service."

File Exchange Services - The services for exchanging healthcare information with external systems through documents, C-CDA files, and HL7 messages. See the topic "Installing the file exchange services."

Note: These services should be installed on only one computer.

Report Scheduling Service - The service for handling report jobs that have been scheduled from this or other computers. See the topic "Installing the report scheduling service on the server."

Notes:

This service needs to be installed on only one computer but may be installed on multiple computers.

This service can also be installed on a different computer as part of a Dentrix Enterprise workstation installation.

QuickBill & Insurance Estimator Services - The service for sending statements through Dentrix Enterprise Patient Payments and allowing online payments to be imported into patients' Ledger records automatically so you can quickly apply the suspended credits. See the topic "Installing the Dentrix Enterprise Patient Payments service."

Notes:

This service should be installed on only one computer.

The Patient Payments program files are installed automatically as part of a client app installation.

Accepting online payments requires that your Patient Payments account be set up to allow online payments and have a connected Worldpay merchant account. Worldpay is a third-party provider of credit card processing.

The insurance estimator is required for calculating insurance estimates on statements that are processed through Patient Payments.

Dental Encounter Service - (For military facilities only.) The service for sending healthcare information to external systems through C-CDA files. See the topic "Installing the dental encounter service."

Close Install Manager.