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Precedence Connector Installation Guide for Best Practice
Precedence Connector Installation Guide Best Practice
© Precedence Health Care 2019
1 Copyright © 2019
Precedence Connector Installation Guide: Best Practice [email protected]
1300 236 638
Getting Started Before you get started, please ensure:
• Your practice meets the requirements for running the Precedence Connector. See Technical Requirements at https://phc.zendesk.com/hc/en-us/articles/360021090412
• You have an unrestricted Windows account that allows you to install and configure the Precedence Connector on both the server and user workstations
Installation Checklist
Download and install Precedence Connector ☐ Configure database settings ☐ Configure operation mode ☐ Configure user settings ☐ Configure import path ☐ A Bit of Background The Precedence Connector integrates with Best Practice and requires user interaction. It must be installed on all required user computers. Where more than one user requires the Precedence Connector, we recommend using Client-Server mode. In Client-Server mode the Connector is first installed on the database server and adopts the role of the Precedence Server. All database and user settings are stored on the Precedence Server. Any remaining user workstations or terminal profiles can then be installed and configured to Client mode. Where only one user requires the Precedence Connector software, Standalone mode is recommended as the operation mode. Here, database and user settings will be stored locally. The import path is configured separately, via Best Practice, at any stage. This step can be configured just once, where a global path is selected. Extensions must be configured per user computer, as this information is stored locally.
2 Copyright © 2019
Precedence Connector Installation Guide: Best Practice [email protected]
1300 236 638
SERVER Installation Download and Install Precedence Connector
1. Download Connector application at https://inca.health/connector/download.html 2. Run installation wizard 3. Select Operation mode when prompted. Test and click Next
3 Copyright © 2019
Precedence Connector Installation Guide: Best Practice [email protected]
1300 236 638
Configure Database Settings
1. Click the Precedence Connector icon in the taskbar and select Settings 2. Navigate to the Clinical Software tab 3. Enter database server name or IP address 4. Tick Share document download folder 5. If you have a Best Practice database browser password set up, please select to Use database
browser password and enter this in the Database password section If you are running Best Practice Jade SP1 or higher and are using third party integration, please ensure you have Set up third party integrations via Best Practice → Configuration → Database (see page 3) If you are running Best Practice 1.8.2 – Best Practice Indigo and are using external data access roles, please ensure you have configured external data via Best Practice → Configuration → Database (see page 3)
6. Test and Apply
4 Copyright © 2019
Precedence Connector Installation Guide: Best Practice [email protected]
1300 236 638
Configure User Settings
1. Click the Precedence Connector icon in the taskbar and select Settings 2. Navigate to the Inca tab 3. Select relevant user from the list of BP users and click Edit 4. Enter the supplied Precedence username and password 5. Save and Apply
Configure Import Path
1. Created a shared network folder titled Inca documents. Ensure Everyone has full permission to read and write to this folder from any workstation
2. Login to Best Practice 3. Navigate to Results Import via Setup → Configuration 4. Ensure ‘Import investigation reports on this computer is ticked’ 5. Select Add, browse to network folder Inca documents and click OK 6. Save
5 Copyright © 2019
Precedence Connector Installation Guide: Best Practice [email protected]
1300 236 638
CLIENT Installation Download and Install Precedence Connector
1. Download Connector application at https://inca.health/connector/download.html 2. Run installation wizard 3. Select Operation mode when prompted. Enter the SERVER name, Test then click Next
STANDALONE Installation Please refer to SERVER installation instructions. Standalone is the default Operation mode so no Operation mode configuration is required here.
6 Copyright © 2019
Precedence Connector Installation Guide: Best Practice [email protected]
1300 236 638
Configure Extensions
1. Click the Precedence Connector icon in the taskbar and select Extensions 2. Select Configure next to Health Care Homes Risk Stratification (Australian Government) 3. Enter the supplied Precedence username and password. These must already be saved in the Inca
tab (refer to Configure User Settings) and must belong to a user with access to ALL practice software records
4. Save