Installation Guide - For SQL Server and Older Professional Versions of Office Therapy and QuicDoc
Reference Number: AA-00421 Views: 12607 Created: 07-13-2017 01:28 pm Last Updated: 10-03-2018 01:18 pm 0 Rating/ Voters

 Installation Guide

SQL Server, QuicDoc Pro, and Office Therapy

 


***Before installing DocuTrac programs, make sure all Windows Updates 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.

 


For workstation installation, please see Installing QuicDoc and Office Therapy section below.  You will not need to install the SQL Server for workstation installation.

Installing SQL Server and DocuTrac programs

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. 


     


5.    Click on Start

     

  

6.    Before installing SQL Server, 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. 

 




8.    Once SQL Server installs, you will be returned to the DTI SQL Installer.  This will finish the install of the server.

 


9.    The message stating the installer process has completed successfully will appear.  Click Ok.




 Installing QuicDoc and Office Therapy

Please contact Sales at 800-850-8510 or Support at 888-308-9683 to obtain the links for the version you need to install.

1.    Use the link provided by DocuTrac to download the software.

2.    Download the software and run the .exe file.

QuicDoc

1.    You will be prompted for a password, enter the password given by DocuTrac.  Click ok.

 


2.    Allow the InstallAware Wizard to verify the contents.

    

 

3.    Follow the instructions on the next several screens.

    

  

4.    Once installation has been complete, click Finish.

 



5.    Next step is to restore the databases



Office Therapy

1.    You will be prompted for a password, enter the password given by DocuTrac.  Click ok.

    

  

2.    Allow the InstallAware Wizard to verify the contents.

 


3.    Follow the instructions on the next several screens.


 

     4.    Once installation has been complete, click Finish.

 



5.    Next step is to restore the databases


 

    Restoring the Databases

For Troubleshooting on restoring databases, click here.

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.  For QuicDoc, 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 call our Sales Department at 800-850-8510 to purchase a maintenance plan or per incident support.


 

 Setting up QuicDoc

1.       Open QuicDoc.  This will depend on the version that is installed. 

      

 

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 Servers 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 be set in the database, click next. 

     



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.  The screen below will vary depending on the version you have installed.




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.

 

 

 

 


 



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