Upgrade Instructions

You must run the upgrade on your application server and must be logged into the server as an administrator. Once you are logged into the application server as an administrator use the following steps to upgrade the ChartMaker Medical Suite.

Log into Practice Manager or Clinical.
After you have logged in, click Help > ChartMaker Medical Suite Update.
In the URL Entry section of the ChartMaker Medical Suite Update dialog, enter the upgrade URL (given by Customer Support). You then have the options to configure the Download Scheduling options and/or the Automated Upgrade options.
In the Download Scheduling section you have the option to download the upgrade now (Start download now), or Schedule download to start at a configured date and time.
In the Automated Upgrade section, you have the ability to enable an automated install of the upgrade, and schedule a date and time for the automated upgrade.

If you DO NOT want to use the automated feature, you can skip this section and go to step 12.

If you are using the automated feature, in the Automated Upgrade Enabled field, select Enabled.

NOTE: The server will automatically restart at the end of the upgrade when using the automatic upgrade option.
In the Upgrade Scheduled Time field, click the radio button next to the Date/Time drop-down, and configure the Date and Time you want the upgrade installation to start.

NOTE: If the Update Install Package needs to be downloaded, or is in the process of being downloaded, then the Upgrade Scheduled Time must be set at least 24 hours into the future if the Start Download now option was selected in the Download Scheduling section (Step 4 above); or, at least 24 hours later than the date and time configured in the Schedule download to start at field if scheduling the download, to ensure successful download of the Update Install Package.
Click the Configure button to access the Automated Upgrade Settings dialog and configure the upgrade options and email notifications to be used for the automated upgrade.
In the Alternate Backup Location field you can enter or browse to a specific location for the backup if you do not want to use the default backup location. If this field is left blank, the system will use the default backup location.
The Email Notifications section allows you to configure email addresses to notify various individuals about successes and failures of the update process:

On Success: an email will be sent to each address if the upgrade completes successfully.
On Failure: an email will be sent to each address if the upgrade fails during the upgrade process.
On Critical Failure: an email will be sent to each address if the upgrade fails during the upgrade process and the databases fail to roll back.
On Prerequisite Failure: an email will be sent to each address if the upgrade fails on one of the prerequisite checks (stoplights or other various checks performed before the process enters the actual upgrade).
On User Failure: an email will be sent to each address if an upgrade fails due to users still being logged into Clinical or Practice Manager.

When finished configuring the Automated Upgrade Settings, click the OK button to activate the changes. If you click the Cancel button, or close out of this screen without clicking OK, the changes will be discarded and the previous setting will be kept.
After the Automated Upgrade settings have been configured as desired, click the OK button. The system will then download and install the upgrade as configured in the Download Scheduling and Automated Upgrade sections. The system will generate any email messages regarding the upgrade process as configured in the Automated Upgrade Settings dialog.
If you are choosing not to use the Automated Upgrade, then after the URL has been entered and the Download Scheduling options have selected, click the OK button.
The ChartMaker Medical Suite Update Status dialog will appear outlining the download status. Click the Close button to run the download in the background.
After the download is complete, click the Close button.
When the download is complete an Install ChartMaker Medical Suite icon will appear on your desk top. When you are ready to start the upgrade, double-click the Install ChartMaker Medical Suite icon.
In the ChartMaker Medical Suite Installer dialog, the Install Type will default to Server. Click the Next button.
In the ChartMaker Medical Suite: Pre Installation dialog, click the Next button.
In the ChartMaker Medical Suite dialog, click the Next button.
In the ChartMaker Medical Suite: Pre Installation dialog, click the Select All button if you have more than one database. If you have only one database it will be checked. After the applicable databases have been selected, click the Next button.
In the ChartMaker Medical Suite: Database Check dialog, click the Next button.

NOTE: If the Connected Users for each database does not equal 1 you will be asked to reboot. Reboot the server and start the upgrade again. The upgrade will continue this time even if the Connected Users for each database does not equal 1.
The upgrade will then begin. When the upgrade completes successfully you will see the Green circle with a Checkmark in the upper right corner. Click the Next button.

NOTE: If the upgrade does not complete successfully the circle will be Red with an X in it. In this case click the Next button and the upgrade will roll back to your original version. Please do not attempt to run the upgrade again. Contact STI Software Support for assistance.
In the ChartMaker Medical Suite: Database Check dialog, click the Finish button.
In the InstallRunner dialog, click the Yes button to restart your server.
After the Restart you can log into the Clinical and Practice Manager applications on each workstation. The first time you log into each application a short client upgrade will run on the workstation.