You can upgrade the server features of Dentrix Enterprise on your database server from a previous version to the new version.
Note: If program files for a previous version of Dentrix Enterprise exist on the database server, if you do not need to access Dentrix Enterprise on the server, you can uninstall the Dentrix Enterprise client features.
Important: After upgrading Dentrix Enterprise, to get the most recent set of available SNOMED, RxNorm, LOINC, and CVX codes, contact a technical support representative, so that person can run a utility to update the database.
To upgrade the Dentrix Enterprise server features
Double-click the setup file (EnterpriseServer-xx.xx.xx.xxx.exe; where "xx.xx.xx.xxx" represents the version number).
A confirmation message appears.
Click Yes.
The Welcome screen appears.
Leave the Modify option selected.
Click Next.
The SQL Server connection screen appears.
Select one of the following options:
Login using SQL Authentication - To connect to the database using the credentials of an SQL user with "Sysadmin" rights (such as Enterprise or SA).
Login using Windows Authentication - To connect to the database using the credentials of the current Windows user (if the user has "Sysadmin" rights to the SQL database).
Set up the following options as applicable:
Server\Instance or Alias 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.
Login ID - (Available only for SQL authentication) The user name of the SQL user with "Sysadmin" rights.
Password - (Available only for SQL authentication) The password of the Sysadmin user.
Click Check Database 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.
Click Next.
If the Enterprise user's password has expired, a message appears. The next time someone logs in to Dentrix Enterprise using the Enterprise user account, that person will be required to change the Enterprise user's password to access the program. Click OK.
The Choose Install Options screen appears.
You cannot change any options on this screen. Click Next.
Note: After the upgrade, to install or remove services, you can re-run the installer to modify the server features.
If the recurring payments service is installed, a message regarding multiple instances of this service being installed appears. Click OK.
(For military facilities only.) If the document unfiled utility service is installed, a confirmation message regarding a client installation being required appears. Click Yes.
Note: Clicking No returns you to the Choose Install Options screen.
The Ready to Modify the Program screen appears.
Review the specified options, and then click Modify.
A command prompt window appears and displays the progress of the scripts to update the database.
Upon completion, on the message about the scripts that appears, click OK.
The log file opens in Notepad.
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.
On the message about re-running the scripts that appears, click Cancel to continue.
Note: Clicking Retry returns you to the SQL Server connection screen (see step 5).
If the report scheduling service is installed, a confirmation message appears. You can click Yes to upgrade the service or No to skip the upgrade of the service.
To upgrade the service, do the following:
Click Yes.
The Welcome screen appears.
Leave the Modify option selected.
Click Next.
The SQL Server connection screen appears.
Enter the following connection details:
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.
Login - The user name of an SQL user with "Sysadmin" rights (such as Enterprise or SA).
Password - The password of the Sysadmin user.
Click Check Database 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.
Click Next.
The Ready to Modify the Program screen appears.
Click Install.
When the process is finished, the InstallShield Wizard Completed screen appears.
Click Finish.
If the automated eligibility verification and ERA retrieval service is installed, a confirmation message appears. You can click Yes to upgrade the service or No to skip the upgrade of the service.
To upgrade the service, do the following:
Click Yes.
The Welcome screen appears.
Leave the Modify option selected.
Click Next.
The SQL Server connection screen appears.
Enter the following connection details:
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.
Login - The user name of an SQL user with "Sysadmin" rights (such as Enterprise or SA).
Password - The password of the Sysadmin user.
Path To Log - The directory where you want Dentrix Enterprise to store log files regarding eligibility verifications and ERA retrievals. This path can reference a local folder (for example, E:\DTXData\DataSvcLogs) or a network location (for example, \\Server_Name\DTXData\DataSvcLogs).
Click Check Database 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.
Click Next.
The Ready to Modify the Program screen appears.
Click Install.
When the process is finished, the InstallShield Wizard Completed screen appears.
Click Finish.
If the recurring payments service is installed, a confirmation message appears. You can click Yes to upgrade the service or No to skip the upgrade of the service.
To upgrade the service, do the following:
Click Yes.
The Welcome screen appears.
Leave the Modify option selected.
Click Next.
The SQL Server connection screen appears.
Enter the following connection details:
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.
Login - The user name of an SQL user with "Sysadmin" rights (such as Enterprise or SA).
Password - The password of the Sysadmin user.
Path To Log - The directory where you want Dentrix Enterprise to store log files regarding recurring payments. This path can reference a local folder (for example, E:\DTXData\PymtLogs) or a network location (for example, \\Server_Name\DTXData\PymtLogs).
Click Check Database 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.
Click Next.
The Ready to Modify the Program screen appears.
Click Install.
When the process is finished, the InstallShield Wizard Completed screen appears.
Click Finish.
If the file exchange services are installed, a confirmation message appears. You can click Yes to upgrade the services or No to skip the upgrade of the services.
To upgrade the services, do the following:
Click Yes.
The Welcome screen appears.
Leave the Modify option selected.
Click Next.
The Choose Install Options screen appears.
Select the checkboxes of the services that you want to reinstall:
Dentrix Enterprise CCDA Import Service.
Dentrix Enterprise CCDA Export Service.
Dentrix Enterprise Doc Center Import Service.
Dentrix Enterprise Doc Center Export Service.
Click Next.
A message about existing services being stopped appears.
Click OK.
The SQL Server connection screen appears.
Enter the following connection details:
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.
Login - The user name of an SQL user with "Sysadmin" rights (such as Enterprise or SA).
Password - The password of the Sysadmin user.
Click Check Database 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.
Click Next.
The Ready to Modify the Program screen appears.
Click Install.
When the process is finished, the InstallShield Wizard Completed screen appears.
Click Finish.
(For military facilities only.) If the dental encounter service is installed, you can choose to reinstall the service.
(For military facilities only.) If the document unfiled utility service is installed, you can choose to reinstall the service.
If the customer telemetry service is installed, a confirmation message appears. You can click Yes to upgrade the service or No to skip the upgrade of the service.
To upgrade the service, do the following:
Click Yes.
The Welcome screen appears.
Leave the Modify option selected.
Click Next.
The SQL Server connection screen appears.
Enter the following connection details:
Server\Instance or Alias 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.
Login ID - The user name of an SQL user with "Sysadmin" rights (such as Enterprise or SA).
Password - The password of the Sysadmin user.
Click Check Database 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.
Click Next.
The Start Copying Files screen appears.
Click Install.
When the process is finished, the InstallShield Wizard Completed screen appears.
Click Finish.
The InstallShield Wizard Completed screen appears.
If there are options regarding restarting the computer, select the No, I will restart my computer later. option.
Click Finish.