Installation
Guide
SQL
Server, QuicDoc Pro, and Office Therapy
Contents
I. Installing SQL Server and DocuTrac programs
II. Restoring the Databases
III. Setting Up QuicDoc And Office Therapy
IV. Updating the Databases
V. Registering the Programs
a. Office Therapy
b. QuicDoc
VI. Backing up Databases
I.
Installing SQL Server and DocuTrac programs
***Before installing DocuTrac programs, make sure
all Windows Update has been applied and restart the computer. Disable any Anti-Virus programs on your
system, and close all programs. Failure
to do so may result in failed installation or unexpected behavior.
***Please remember that QuicDoc and Office Therapy
are not automatically backed up. You
must manually back up using the DB manager.
It is recommended at least once a week to backup your database(s) and
move to an external drive however it is admin’s preference on the timeframe of
backing up. Please visit our online Knowledge base or Backing up Databases section in this document for instructions on backing up.
1.
Download
and run the DocuTrac Launcher. Depending on the internet browser you are
using it will download differently. If
you receive the option to run, click run. If you are unable to locate your download while in the internet browser,
select ctrl + j from the keyboard.
http://www.quicdoc.com/programs/DocuTrac%20Launcher.exe
2.
If
message appears to allow this program to make changes to this computer, click Yes.
3.
During
the download of the DocuTrac Launcher,
it will check to make sure the computer has the correct .NET framework
installed. If you are prompted with the
below message, click Download and
install this feature. This may take
several minutes to complete.
4.
The
DTI SQL Installer will appear as below.
Check the box next to Microsoft
SQL Server and input the passwords next to the program(s) you want to install.
QuicDoc and Office Therapy will be grayed out until the correct password
is inputted.
**For workstation installs, do not check the Microsoft SQL Server.**
**To obtain the password for the
program(s), please contact Sales or Support.**
5.
Click
on Start
6.
Before
installing SQL Server and the program(s), please read the following message and make any changes before continuing. Click Ok
to continue.
7.
Allow
the installer to complete the download. This may take a while depending on your
internet connection. The installation of SQL Server may take a while to complete.
8.
Once
SQL Server installs, you will be returned to the DTI SQL Installer. This will finish the install of the
program(s).
9.
The
message stating the installer process has completed successfully will
appear. Click Ok.
II.
Restoring the Databases
1.
You will receive a message stating you do not have
permission, click Continue to bypass
the message.
2.
Place
the .BAK files in the DocuTrac Backup folder located on the desktop
or at C:\Program Files\Microsoft SQL
Server\MSSQL12.DTISQLSERVER\MSSQL\Backup.
3.
Open
QuicDoc DB Manager or Office Therapy DB Manager
4.
Click
on Restore Database
5.
Click
on Refresh next to the Server Name
6.
Next,
click on the ellipses to open the
backup folder.
7.
Select
the file you need to upload and
click Open
8.
In
the Restore As field, type the name of
the database. 'QuicDocStd' will
automatically be filled in and cannot be changed.
9.
Check
the box next to Replace existing
database
10. Click Start Restore. A status bar
will show at the bottom stating ‘Restoring SQL Server Database.’
11. A
message will appear stating database has successfully been restored, click Ok.
Close out of the DB manager.
12.
If
you receive an error message when trying to restore the database, please give
us a call at 888-308-9683.
III.
Setting up QuicDoc
1.
Open QuicDoc
2. Allow
the program to pull in the Server Name.
If the Server Name does not automatically populate, check the box next
to Show All SQL Server on Network
and click Refresh. Click on the drop down menu to select the server. Then, click Ok.
3. The
system administration setup screen is already set in the database, click next.
4. The
user setup screen will already set in the database, click next.
IV.
Updating the Databases
If you have upgraded to a newer version than previously,
you will get a message that states your database is out of date. The following will help you update the
database to the current version.
1. Click Yes
2. Click
Ok.
3. If a
message appears asking to allow the app to make changes, click yes.
4. Click
Update DB
5. A
status bar will show, please allow this to completely finish.
6. Click
Ok when receiving the complete
message.
7. Relaunch
the program.
V.
Registering the Programs
Office
Therapy
1. Open
the program and click Register
2. Call
or email Sales or Support the Version,
Code Number, and Registration Key.
Please keep this screen open until receiving the unlock codes.
3. Once
the codes are given, place in the Unlock
Code 1 and Unlock Code 2. Click Ok.
4. A
message will appear stating registration was successful. Click Ok.
5. You
will direct back to the Evaluation
screen. Click Ok.
QuicDoc
1. QuicDoc
will open. To register, click cancel.
2. Click
Setup and select Register QuicDoc
3. Call
or email Sales or Support the Version,
Code Number, and Registration Key.
Please keep this screen open until receiving the unlock codes.
4. Once
the codes are given, place in the Unlock
Code 1 and Unlock Code 2. Click Ok.
5. A
message will appear stating registration was successful. Click Ok.
6. Close out of QuicDoc and relaunch the program.
VI.
Backing up Databases
1. Open the QuicDoc and/or Office Therapy DB Manager
2. Click on Backup Database icon.
3. Click on Refresh next to the server name.
4. Click Refresh next to the database name. Click Start backup. The Backup Name field will be completed by the DB manager. It will include the DB name and current date.
5. A message will appear stating that the back up has been successful. Click OK.
6. If you receive any errors when backing up databases, please give us a call at 888-308-9683.
