Automated Installation Steps for Patient Window - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window
Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

The following procedure describes how to install OnBase Patient Window using the installer and setup wizard. To install OnBase Patient Window using a command line, see Controlling the Installer from the Command Line.

Note:

If you are upgrading deployment that was installed manually, be sure to uninstall the old components before running the installer. If the previous deployment was installed using the installer, you do not need to uninstall the old components.

To run the OnBase Patient Window installer:

  1. Open the folder containing the installer.
  2. Double-click setup.exe. The Hyland OnBase Patient Window Setup Wizard is displayed.
  3. Click Next. The Destination Folder page is displayed.
  4. Enter the directory where OnBase Patient Window should be installed. To browse to the directory, click Change.
  5. Click Next. The Data Source page is displayed.
  6. Enter the name of a valid connection string in the field.
    This value should match the name of a connection string configured in the Web.config file for the Application Server. For information about configuring data source connection strings, see the Application Server module reference guide.
  7. Click Next. The Patient Window Settings page is displayed.
  8. Select the Web site where OnBase Patient Window should be installed.
  9. Enter a name for the OnBase Patient Window application.
    Tip:

    It is considered a best practice to omit parentheses from the Application Name.

  10. Under Communication Method, specify how OnBase Patient Window and the Application Server will communicate.

    Method

    Description

    Remoting

    .NET remoting allows OnBase Patient Window to use binary over HTTP to communicate with the Application Server. Remoting provides better performance than SOAP and is enabled by default.

    You may be unable to use remoting if a firewall needs to inspect the information passed between the Application Server and OnBase Patient Window, such as when the two servers are hosted on different machines. In these situations, use SOAP.

    SOAP

    SOAP allows OnBase Patient Window to use XML SOAP over HTTP to communicate with the Application Server. This option is useful for load balancing or situations where a firewall needs to inspect the information passed between OnBase Patient Window and the Application Server.

    If a load balancer is balancing traffic from OnBase Patient Window to the Application Server, then OnBase Patient Window must be configured to use SOAP.
    Tip:

    In most situations, select Remoting if OnBase Patient Window and the OnBase Application Server are hosted on the same machine. If OnBase Patient Window and the Application Server are hosted on different machines, select SOAP.

  11. Select any other IIS settings you want to enable.

    Option

    Description

    Use identity impersonation to run the IIS worker process

    Identity impersonation allows the OnBase Patient Window process to run under a specified account. If this option is deselected, then the OnBase Patient Window process runs under the Network Service account.

    Enable TLS

    Select to run OnBase Patient Window using an HTTPS connection. If this option is selected, you must ensure the server is correctly configured for HTTPS connections.

    If this option is deselected, then an HTTP connection is used. When you click Next, you are prompted to acknowledge that you understand the risks associated with disabling this security layer before you can proceed with the installation.

    Use NT/LDAP Authentication

    Select Yes if your system uses Active Directory or LDAP authentication. Otherwise, select No.

    Note:

    For Active Directory or LDAP authentication to be used, the database must be separately configured for Active Directory or LDAP authentication. For more information, see the Legacy Authentication Methods module reference guide.
  12. Click Next. You are prompted to provide the URLs for OnBase Patient Window and the Application Server.
  13. In the Patient Window base URL field, enter the virtual root for OnBase Patient Window.

    • The installer only supports installation to a virtual directory. You cannot use the installer to install to a Web site root.

    • If you selected Enable TLS earlier in the installation, the Patient Window base URL must begin with https://. The name of the virtual directory must match the Application Name configured on the previous page.

  14. In the Application Server URL field, enter the full URL to the Service page on the OnBase Application Server you are installing. The file extension of the service page depends on the Communication Method you selected on the previous page.

    • If you selected Remoting, the service page is Service.rem.

    • If you selected SOAP, the service page is Service.asmx.

    Tip:

    Use localhost in the URL of the Application Server if it is installed on the same machine as OnBase Patient Window. For example, https://localhost/AppServer/Service.rem.

  15. Click Next. If you enabled identity impersonation, you are prompted for impersonation account credentials.
  16. If prompted, enter the impersonation account credentials.

    • In the User Name field, enter the domain and user name to use to run the IIS worker process for OnBase Patient Window. This must be entered in the domain\username format.

    • In the Password field, enter the password for the user account provided.

    • In the Confirm Password field, re-enter the password for the user account provided. This field is used to ensure that the password is typed correctly.

    Note:

    The impersonation account is granted modify rights to specific files and folders in the OnBase Patient Window directory (e.g., PatientWindow). The installer does not add modify rights for any other groups. If impersonation is not used, users may experience permissions errors when OnBase Patient Window attempts to modify certain files.

  17. Click Next. The installer is now ready to install OnBase Patient Window.
  18. Click Install.
  19. When the installation is complete, click Finish.
  20. Modify Web.config settings as needed. See Web.config Settings.