Download RECOMMENDED SETTINGS FOR AVIMARK

RECOMMENDED
SETTINGS FOR
AVIMARK
AVImark
5 Sugar Creek Road
Piedmont, MO 63957
Corporate: 855.838.7638
Support: 877.838.9273
www.avimark.net
Recommended Settings for AVImark
Table of Contents
Supported Operating Systems........................................................................................................................... 3
Workstation Operation Systems.................................................................................................................................................. 3
Server Operating Systems.............................................................................................................................................................. 3
Recommended Word Processors....................................................................................................................... 4
Printers........................................................................................................................................................................ 5
Install a Local Printer........................................................................................................................................................................ 5
Install a Shared Printer..................................................................................................................................................................... 5
Required Operating System Settings............................................................................................................... 6
Write Caching..................................................................................................................................................................................... 6
Display Settings....................................................................................................................................................... 7
Power Options.......................................................................................................................................................... 7
Hiding the Taskbar.................................................................................................................................................. 7
Windows® Firewall.................................................................................................................................................. 8
Power Management on your Network Card.................................................................................................. 8
Add Server Name to Internet Explorer Trusted Intranet Sites................................................................. 9
Suggested Settings for Windows 7, Windows 8, 8.1, and Windows 10................................................ 9
Windows User Account Requirements............................................................................................................ 9
Recommended Anti-Virus Software Settings.............................................................................................10
Sharing AVImark....................................................................................................................................................10
Disable IPV6 Network Protocol.........................................................................................................................11
Creating Shortcuts to AVImark.........................................................................................................................11
Networking..............................................................................................................................................................12
Wired Networking...........................................................................................................................................................................12
Wireless Networking......................................................................................................................................................................12
AVImark
5 Sugar Creek Road
Piedmont, MO 63957
2
Corporate: 855.838.7638
Support: 877.838.9273
www.avimark.net
Recommended Settings for AVImark
Introduction
The following pages contain instructions for setting up AVImark. If you need assistance, please call our technical
support staff at 877-838-9273 (877-VET-WARE).
You may also visit our website http://www.avimark.net/support for information concerning our software and our
latest hardware recommendations.
Supported Operating Systems
For 1 through 10 workstations, you may use Windows Server (2008 and 2012), Windows 7, or Windows 8, 8.1, or
Windows 10 professional or business editions. We recommend the same operating system for all workstations to
avoid any possible compatibility issues. If you are using different operating systems in a peer-to-peer network, use
the most recent operating system as the AVImark server.
Workstation Operating Systems
99 Windows 10 Professional (32/64-bit)
99 Windows 8.1 Professional (32/64-bit)
99 Windows 8 Professional (32/64-bit)
99 Windows 7 Ultimate (32/64-bit)
99 Windows 7 Professional (32/64-bit)
Do NOT Use Home Editions
One of the many reasons we do not recommend Windows Home editions is because this operating system will only
allow a maximum of five connected workstations. Additionally, Windows Home editions lack many security features
required for the business-computing environment.
For 11 or More Workstations
AVImark requires a server computer installed with Windows Server (2008 or 2012) operating system dedicated
to serving AVImark to your workstations. The term “Dedicated” means the server computer will not run AVImark
on a daily basis except on the rare occasion that AVImark may require maintenance. You should update the server
and workstations with the latest service pack available from Microsoft. Your workstation computers should have
installed any of our recommended Windows operating systems.
Server Operating Systems
99 Windows 2012 (Standard, Essentials, Data Center) Edition (32/64-bit)
99 Windows 2008 (Standard, Essentials, Data Center) Edition (32/64-bit)
When setting up a Windows Server, it is VERY important to contact a reputable technician who is willing to follow
our specifications and recommendations discussed later in this guide.
AVImark
5 Sugar Creek Road
Piedmont, MO 63957
3
Corporate: 855.838.7638
Support: 877.838.9273
www.avimark.net
Recommended Settings for AVImark
Recommended Word Processors
Please review the following key points before purchasing or installing a word processing application for use
with AVImark.
9 We recommend using Microsoft Word Versions 2010, 2013, or 2016. If you require other Microsoft
Office applications, such as Excel, Outlook, etc, you may install them, too. We only support office suites
that are licensed for “commercial” use. Prior to purchasing or using any office suite or word processing
application, please review its End User License Agreement (EULA). Microsoft provides a web page where
you can search for your product and review its EULA.
https://www.microsoft.com/en-us/useterms
99 We highly recommend using the same word processing version on all workstations to avoid document
compatibility issues. When installing a word processing application on your computers, we recommend
that you choose the complete installation package including any optional components and let the installer
select the appropriate installation directory. We recommend installing Microsoft Word or Office on at least
one computer on your network for printing documents.
99 If the server computer is dedicated to AVImark, you need not install a word processing program unless you
plan to edit documents on the server.
LibreOffice or OpenOffice is not capable of printing reminders from AVImark. Additionally, AVImark will not work
with spreadsheets designed using LibreOffice. Lastly, frames and forms in documents designed in LibreOffice will
not work correctly in AVImark.
Avoid using the version of Microsoft Word included in the Microsoft Works Suite packages or Office starter. It does
have known issues with AVImark.
A Word about Documents
You must store all AVImark documents on the server computer in the My Documents directory. You may organize your
documents by placing them in separate subdirectories under the My Documents directory. AVImark will automatically
install several hundred related documents in several subdirectories under the My Documents directory. You can
link additional documents to your many diagnoses, treatments, inventory as take-home client education documents.
You will need to store other related documents in the directory locations specified in AVImark in the Work With |
Hospital Setup | System tab.
AVImark
5 Sugar Creek Road
Piedmont, MO 63957
4
Corporate: 855.838.7638
Support: 877.838.9273
www.avimark.net
Recommended Settings for AVImark
Printers
We recommend using printers listed on our Hardware Requirements document located at https://www.avimark.
net/practice-solutions/hardware/.
Install a Local Printer
You can insert the disk that came with the printer or go to the manufacturer’s website and download the latest driver
and software. Run the setup for the printer and follow the on-screen instructions. Do not hook up the printer until
the install wizard tells you to.
Install a Shared Printer
1. On the local install of the printer, right-click and go to the Printer properties.
2. Click on the Sharing tab.
3. Check Share this printer.
4. From the workstation you’re going to install the printer on, press the Windows key and the letter R. This
should bring up the Run box.
5. Type \\computer name (example: \\resource1).
6. A screen should appear displaying a printer icon.
7. Place the mouse over the required printer.
8. Right-click and select Connect. You may receive a prompt asking for permission to install a printer driver.
Left-click on the button labeled “Yes.” Windows will install the printer on the local machine.
9. If necessary, you may need to open Devices and Printers (or Windows Printers and Faxes) and set the
printer as default.
10. Open AVImark.
11. Left-click on the Utilities menu and then Printer Setup. In Printer Setup, ensure the correct printer is
selected for each item.
12. Left-click on the Form assignment tab (top left) and set the correct form assignment for the printer.
99 You should choose the correct Form for each printer; otherwise, AVImark may not print correctly
(i.e. HP Laser Jet 1200 requires Letter or Picture; a Dymo label printer may use 30258 Diskette). On
printers that have a power management function, you must disable “Sleep Mode.” If Sleep Mode is
not disabled, you may experience various issues when printing from AVImark. Some printers have
extra software used for monitoring the status of the printer. If you experience problems, please
remove the printer software and try re-installing only the driver for the printer. DO NOT “capture”
printer ports.
99 AVImark does not work properly with Auto printers or redirected printers.
AVImark
5 Sugar Creek Road
Piedmont, MO 63957
5
Corporate: 855.838.7638
Support: 877.838.9273
www.avimark.net
Recommended Settings for AVImark
Required Operating System Settings
AVImark requires that you make certain changes to settings in Windows for our application to function properly. We
provide instructions for only our recommended operating systems.
Suggested settings:
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Keep your drivers up to date for printers and any other devices.
Stay current with all Windows updates.
Keep your router and peripherals firmware up to date.
Make sure computers are connected at the same speed and duplex. (ex. 100 mbs or 1 gbs)
When workstations with Windows 7, 8, 8.1, and 10 get connected to your network, a prompt will appear
to select the type of network. Select “Work Network” or “Private Network” for best results. Note: Selecting
public network location will slow your AVImark system down on the network.
99 Go into the advanced sharing settings in the Network and Sharing Center. Change the sharing options
for the network profile of public to turn off network discovery, file and printer sharing, and public folder
sharing.
99 Go into the advanced sharing settings in the Network and Sharing Center. Change the sharing options for
the network profile of home or work to turn on network discovery, file and printer sharing.
99 Windows 7, 8, 8.1, and 10 can also be joined to a homegroup. Make sure that the network is not joined to a
homegroup.
Networks that are not up-to-date may experience some of the following issues after updating AVImark to a higher
version:
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Printer drivers may need to be updated, printer settings changed, etc.
Word processing software may need to be reinstalled and/or updated, etc.
Operating system settings may need to be adjusted.
Sharing issues may need to be addressed.
While AVImark will do what it can to assist you in making the changes needed, it may become necessary for you to
retain the services of a network or computer consultant to make some of these changes. Our AVImark support team
is not trained in dealing with IT related settings for hardware or network. You have the option to subscribe to our IT
services support through Hardware Sales at (855) 838-7638 option 5.
If you have any questions, please contact Technical Support at (877) 838-9273.
Write Caching
The steps below will vary depending upon your version of Windows.
1.
2.
3.
4.
5.
6.
Open the Device Manager.
Expand Disk drives.
On the hard disk drive where you installed AVImark, right-click | Properties.
Click on the Policies tab.
Un-check the option labeled “Enable write caching on the device.”
Click OK.
With solid state drives, this setting is not necessary.
AVImark
5 Sugar Creek Road
Piedmont, MO 63957
6
Corporate: 855.838.7638
Support: 877.838.9273
www.avimark.net
Recommended Settings for AVImark
Display Settings
AVImark requires the resolution of your display be set to 1024 x 768 or higher resolution with a color quality of 32bit. You should set the DPI setting to normal size (96 DPI). AVImark recommends 18” or larger monitors. For tablets,
you will need to use the 1366 x 768 resolution for best results.
The steps below will vary depending upon your version of Windows and view settings in the Control Panel.
1. Open the Control Panel.
2. Click on Appearance and Personalization | Display.
3. Click on the Settings tab or click Change display settings.
4. If AVImark does not display correctly on your monitor, you should choose a different resolution or
color quality. The DPI setting is located by clicking on advanced settings and should be set to normal or
smaller.
5. After you have made the appropriate display settings, click OK at the bottom of the window to save the
new settings. Windows may prompt you to restart your computer.
You may expand any screen in AVImark using the mouse to drag outward and downward. This feature is only
available in 1024 x 768 screen resolution or higher.
Power Options
The steps below will vary depending upon your version of Windows and view settings in the Control Panel.
1. Open the Control Panel.
2. Go to Power Options.
3. Select High Performance.
4. Change power-saving settings of the computer to never sleep.
5. Go to advanced power settings and select 0 Minutes for Turn off hard disk after.
6. Select Never minutes for Sleep after.
7. If your version of Windows has the hibernate setting, select 0 Minutes for Hibernate after.
8. Click OK to save settings.
Hiding the Taskbar
1. At the bottom of your Desktop, you should see the Windows Taskbar. Put the mouse pointer on the
Taskbar where there are no icons and right-click.
2. From the shortcut menu, click on Properties to open the Taskbar properties dialog box.
3. Check the “Auto-hide” box and then click OK to hide the Taskbar.
The Taskbar will reappear when you move the mouse pointer to the bottom edge of the screen.
AVImark
5 Sugar Creek Road
Piedmont, MO 63957
7
Corporate: 855.838.7638
Support: 877.838.9273
www.avimark.net
Recommended Settings for AVImark
Windows Firewall
The following information concerning the Windows Firewall applies only to your server computer.
1. Open the Windows Firewall.
2. Click on the Add Program or the Allow another program button and browse to the AVImark folder. Add
the following programs to the exclusions.
yy AVImark.exe
yy AVImarkServer.exe
yy Update.exe
yy Upgrade.exe
yy MPS.exe
By adding the AVImark.exe and Update.exe, you have allowed AVImark to connect to the update server, send e-mails,
use the data safe, and download utility programs.
99 Make sure that File and Printer Sharing check box is checked.
99 If you cannot open the Windows Firewall, make sure these services are running.
o Windows Firewall/Internet Connection Sharing
o Remote Procedure Call (RPC)
o Event Log
If you are not familiar with starting and stopping services, you should contact your local technician.
AVImark Technical Support cannot assist with starting and stopping Windows Services.
Power Management on Your Network Card
To check network card Power Management in Windows Server 2008 or 2012, follow the steps below:
1. Right-click My Computer.
2. Click Manage.
3. Click Device Manger.
4. Click the Plus sign next to the network adapters.
5. Double-click your network adapter.
6. Click on the Power Management tab.
7. Un-check Allow the computer to turn off this device to save power.
AVImark
5 Sugar Creek Road
Piedmont, MO 63957
8
Corporate: 855.838.7638
Support: 877.838.9273
www.avimark.net
Recommended Settings for AVImark
Add Server Name to Internet Explorer Trusted
Intranet Sites
1. Open Internet Explorer.
2. Click Tools.
3. Click Internet Options.
4. Click the Security tab.
5. Click Local intranet.
6. Click Sites.
7. Click Advanced.
8. Under Add this web site to zone, type in the server name in this format: \\server.
9. Click Add.
10. Click Close.
Suggested Settings for Windows 7, Windows 8, 8.1,
and Windows 10
1. Open Computer or This PC.
2. Click Organize.
3. Click Folder and Search Options.
4. Click View.
5. Un-check Use Sharing Wizard.
6. Click OK.
Make sure that you set your permissions correctly to allow AVImark to function properly. Sharing Wizard does not
provide adequate control over Windows sharing and security permissions.
If you specify individual User accounts, they MUST have Full Control sharing and security permissions over the
AVImark Directory.
Windows User Account Requirements
AVImark will not function properly unless the user account logged into Windows is a member of the local
Administrators group or the Power Users group. For networks running a domain controller, the same rule applies to
domain user accounts. Lastly, a Windows Guest or Limited User account will not work with AVImark.
AVImark
5 Sugar Creek Road
Piedmont, MO 63957
9
Corporate: 855.838.7638
Support: 877.838.9273
www.avimark.net
Recommended Settings for AVImark
Recommended Anti-Virus Software Settings
We do NOT recommend any type of security suite or security package containing more than just anti-virus. We do not
recommend ANY SPECIFIC anti-virus program as long as the anti-virus you choose has the ability to add exceptions
and does not contain a software firewall.
AVImark is an authorized reseller for AVG CloudCare Business Edition. This product can be purchased through
AVImark Hardware Sales and installed and configured.
Settings for Your Anti-Virus
1. Disable the Smart Scan feature (if applicable).
2. Disable the Office/Word plug‐in (if applicable).
3. Exclude all AVImark folders or the following extensions from the real time scanning (*.da$, *.di$, *.ix$,
*.or$, *.vm$, *.o2$, and *.v2$.).
4. Exclude the AVImark.exe, AVImarkServer.exe, update.exe and upgrade.exe from any “real-time” scanning.
We would recommend that you visit your anti-virus’ website for information on how to add the AVImark files to the
exclusion list.
You may also take a look at the following Microsoft Knowledge Base Article. This article discusses slowness issues
with anti-virus software due to scanning Windows files and what files you may exclude for Windows to get better
performance. This is a suggestion and not something that AVImark requires.
http://support.microsoft.com/kb/822158.
Sharing AVImark
Before trying to share the AVImark folder, you should disable the Sharing Wizard or simple file sharing.
1. With the Sharing Wizard or simple file sharing disabled, right-click on the AVImark folder.
2. Click Share.
Rather than the wizard appearing, Windows opens the folder’s properties dialog box and displays the Sharing tab.
To create or modify a network share using advanced settings, follow the steps below. Note: The steps may vary
depending upon your version of Windows.
1. On the Sharing tab, click Advanced Sharing to display the Advanced Sharing dialog box. Select Share
This Folder. The share name should default to AVImark. If the share name is different, please type AVImark
in the share name.
2. Click on the permissions button.
3. Make sure the Groups and User names window contains “Everyone.” Select“Everyone” then check the box
that reads Full Control under allow, and click OK.
4. Click the security tab then select “Everyone.”
a. If you do not see “everyone”, click Edit then type the name everyone.
b. Click Check Names. This should underline it.
c. Click OK and check the Full Control box.
5. Click OK. You have now shared AVImark on your network.
Although not recommended, if you specify individual User accounts, they MUST have Full Control sharing and
security permissions over the AVImark directory and files.
AVImark
5 Sugar Creek Road
Piedmont, MO 63957
10
Corporate: 855.838.7638
Support: 877.838.9273
www.avimark.net
Recommended Settings for AVImark
Disable IPV6 Network Protocol
1. Open Network and Sharing Center.
2. On the left, select Change adapter settings.
3. Right-click the connection for which you want to disable IPv6, and select Properties.
4. Un-check Internet Protocol Version 6 (TCP/IPv6) and click OK.
Creating Shortcuts to AVImark
When creating the AVImark icon on your workstations, AVImark requires a simple shortcut with a UNC path (i.e. \\
your server\your share\avimark.exe).
To create a shortcut icon on each workstation:
1. Open Windows Explorer.
2. On the left side, click on Network.
3. Locate the icon that represents the server computer then double-click to open.
4. Locate the folder that represents the drive or share in which AVImark has been installed then doubleclick to open the drive or share.
If you don’t see the server, in the Windows Explorer address bar, type \\servername then press enter. This will open
the server’s folder.
5. Once in the share location, find the AVImark folder and double-click on it. This will show all of the
contents of the AVImark folder.
6. In the AVImark folder at the top of the window, click on the menu labeled View then click on Details.
This will list the contents in an easier way to view.
7. Look for the file labeled AVImark or AVImark.exe. The Type column should indicate “Application.”
8. With the mouse on the file, right-click | Send To | Desktop (create shortcut). The AVImark icon should
now appear on the Windows Desktop for that workstation.
AVImark
5 Sugar Creek Road
Piedmont, MO 63957
11
Corporate: 855.838.7638
Support: 877.838.9273
www.avimark.net
Recommended Settings for AVImark
Networking
If you are using AVImark for Windows on more than one computer, have a reputable network technician review these
requirements with you. It is imperative that the chosen network technician follow the specifications required by
AVImark. If you do not correctly follow these specifications, you may experience slowness, errors, or even computer
lockups.
Wired Networking
As a minimum:
99 Use Category 5e or Category 6 network cable and 100/1000 Mbps ethernet network adapters and switches.
We have seen excellent results using both the 3-Com and Intel brand of network interface cards.
99 IPV4 is our only recommended networking protocol for use with AVImark. You must not install the IPX/SPX
networking protocol.
DO NOT use a network hub; they are inefficient and can degrade the performance of our product.
DO NOT MAP DRIVES; AVImark has known issues running through mapped drives.
DO NOT attempt to use AVImark on Novell or Lantastic networks.
DO NOT install AVImark on the workstation computers; ONLY on the server.
Wireless Networking
AVImark now supports running its software on a wireless platform. When it comes to using wireless desktops,
laptops, or tablets, there have been vast improvements in wireless technology making wireless networking a lot
more stable and reliable. Although AVImark now supports a wireless platform, there are a few requirements for this
to work:
99 You must run AVImark in Client/Server mode. This allows information to travel faster across the network
and bypasses the traditional Microsoft data exchange. Smaller packets of information are sent over ensuring
that it is moving faster so you don’t notice a slowdown with the laptop or tablet.
99 We recommend a good business-level router. Preferably a dual band wireless AC router. These routers
broadcast a strong signal and have the least amount of interference from office equipment and other
wireless devices running.
99 You will need a wireless N or wireless AC network card in the laptop, tablet, or workstation to ensure
the greatest speed. Wireless AC technology will transmit data at speeds of 600 Mbps or faster and is the
preferred network card if you are using wireless desktops.
99 You will need to check all areas in the clinic that you plan to use the wireless and make sure that you have
a strong signal. The stronger the signal, the faster the performance. You can check this with any wireless
device. In those areas where the signal isn’t as strong, you can get the wireless AC dual band range
extenders and strategically place them in the low signal areas.
99 Any components running wirelessly on the network must meet our hardware requirements for AVImark
whether it is a tablet (Windows based), laptop or desktop.
99 Any wireless routers that are in use for the wireless network must meet our minimum requirements for
speed to run AVImark.
AVImark
5 Sugar Creek Road
Piedmont, MO 63957
12
Corporate: 855.838.7638
Support: 877.838.9273
www.avimark.net