How to Install CS OrthoTrac on a New
Server and Copy the Data from the Old
Server to the New – Version 12 and higher
Purpose
This document will show how to install CS OrthoTrac practice management software on a new
server and copy the data from the old server to the new.
System Requirements
Prior to beginning this process review the current system requirements to confirm that the new
server meets the requirements. The system requirements for the most recent release can be
found on the Carestream Dental website http://carestreamdental.com/us/en. Click Support
then System Requirements and Documentation. For system requirements for previous
versions contact OrthoTrac support at 866-722-2567.
The OrthoTrac support team is available to assist with server swaps, updates, or questions you
may have on the software. OrthoTrac support is available Monday through Friday from 8:00
AM Eastern time to 8:30 PM.
Backup the Data on the Old Server
01. Do a complete backup of OrthoTrac on the older server. Prior to running the update, run
the Orthobac.exe. In a standard installation of CS OrthoTrac it will be at
C:\OMS\Orthobac.exe. This will create *.bak files of the SQL databases in
D:\OMS\Backup\Most_Recent. Once the Orthobac.exe has been run, backup the entire
C:\OMS folder. If OrthoTrac is installed in a location other than C:\OMS these paths will
change accordingly.
02. If the old server is being replaced due to a crash, the most recent complete backup of the
OrthoTrac files and folders will be needed. See below for the full list of files. The
“Most_Recent” folder from the C:\OMS\Backup folder on the server contains the OrthoTrac
databases only and is not sufficient for a complete restore as there are other support files
needed. Backup solutions are not handled by OrthoTrac Support and are the responsibility
of the practice’s local technician.
Here is a list of the files (other than the databases) that are needed:
Files to copy:
C:\OMS\pwsvr\pwlf.dat
C:\OMS\*.000, C:\OMS\*.001, C:\OMS\*.002, etc (These files may not be present in some
cases)
C:\OMS\AuditTx.dat
C:\OMS\filelist.nrl
(This file may not be present in some cases)
C:\OMS\Fingerprint.mdb
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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C:\OMS\roll*.txt
Folders to copy:
C:\OMS\Backup
C:\OMS\Daysheet (if present)
C:\OMS\docs
C:\OMS\ECS
C:\OMS\Epayment
C:\OMS\ICCPS
C:\OMS\Orthometrics
C:\OMS\Snapshot
C:\OMS\ToothCht
03. Prior to putting the new server on the network, stop the PWSVR license server on the old
server. It will show as a gold key in the system tray. Right-click the key then left-click Exit
PracticeWorks Server.
04. Find out if the current server is configured to automatically run the roll. If it is, check the
scheduled tasks to get the details.
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Installing OrthoTrac on the New Server
To install OrthoTrac on the new server DO NOT simply copy the C:\OMS and C:\OMS-Spec
folders from one server to the other. IT WILL NOT WORK.
1. Insert the OrthoTrac installation disk. The following menu will appear.
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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2. Click Install OrthoTrac 12. The following warning window is presented.
3.
Close all other Windows programs and click Next.
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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4. Select This Machine is the Server, click in the box indicating that the minimum operating
system is XP, then click Next.
5. Read the warning in the next window then click Next.
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How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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6. A window is presented describing what will be done with the installation. Click Next.
7. The next window gives the choice to install SQL Server 2008 or use the existing SQL
Server installation. Click Next. The system will then continue with the installation.
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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8. When the following window is presented click Browse if OrthoTrac should be installed in a
location other than C:\OMS. Browse to the location where OrthoTrac should be installed
then click Next.
9. When the following window appears, click Next.
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How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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10. When OrthoTrac has been installed the following window will appear. Click Finish.
11. After the reboot there will be a shortcut on the desktop for OrthoTrac. Double-click that and
the following window will be presented.
12. Select Yes, I want to register now and click OK.
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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13. Select Automatically via the Internet and click OK. If a message is received that the
system was unable to register OrthoTrac please call 866-722-2567 for assistance.
14. The following window will now appear. It indicates that there are blank databases installed
with OrthoTrac. Click Cancel.
15. The OrthoTrac installation is now complete. The following steps show how to restore the
data that was backed up from the old server. The location specified in step 8 will now have
an OMS and an OMS-Spec folder.
1. Run URestore.exe. It can be found in the OMS-Spec\Utility folder.
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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2. Click in the box to acknowledge the risks of the utility and click Next.
3. Remove the check to perform a backup and click Next.
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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4. A warning will be presented saying that the backup folder was not found. Click OK.
5. Click <<Other File Location>>.
6. Navigate the location of the backup of the OrthoTrac databases. Select the Main_OMS
database and click Open.
7. Click Next.
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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8. Click Next.
9. Confirm that the selections in the window above are correct and click Next.
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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10. The database restore is now complete. Click Finish.
11. Now that the databases have been restored copy the following files and folders from the
old server to the new server.
Files to copy:
C:\OMS\pwsvr\pwlf.dat
C:\OMS\*.000, C:\OMS\*.001, C:\OMS\*.002, etc (These files may not be present
in some cases)
C:\OMS\AuditTx.dat
C:\OMS\filelist.nrl
(This file may not be present in some cases)
C:\OMS\Fingerprint.mdb
C:\OMS\roll*.txt
Folders to copy:
C:\OMS\Backup
C:\OMS\Daysheet (if present)
C:\OMS\docs
C:\OMS\ECS
C:\OMS\Epayment
C:\OMS\ICCPS
C:\OMS\Orthometrics
C:\OMS\Snapshot
C:\OMS\ToothCht
12. Start OrthoTrac on the server to be sure that it is working.
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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13. The mapped U:\ drive on each workstation must now be mapped to the new server. It
should be mapped so that when the user on that workstation looks at the U: drive they
see both the OMS and OMS-Spec folders.
14. Launch OrthoTrac on each workstation to confirm that it is working.
Automatic Roll
If the old server was set to run the roll automatically, set the new server to do the same thing. You
may need some assistance from the client in setting some of the options listed.
1. Click Reports, Financial, Roll, Roll Accounts from the main menu of OrthoTrac.
2. If the Action Required window is displayed with the message Unposted Auto-payments
found. Do you want to Post them now?, click NO. Clicking Yes will apply the auto payments if
there are any to post.
3. When the Financial Roll window is displayed with the message This program will allow you
to post Contract Charges and Late Charges to the patient accounts and Age the balances. All
other workstations MUST exit OrthoTrac Office before running the roll. ARE YOU SURE YOU
WANT TO DO THIS?, click Yes.
4. When the Financial Roll window is displayed with the message It is ALWAYS a smart idea to
do a Daily Backup just before doing a roll. HAVE YOU DONE A DAILY BACKUP?, click Yes.
5. If a Roll message is displayed with the message Another workstation is running OrthoTrac.
Please close all other workstations before running the roll., click OK. The Preparing
Database window will display.
6. Set the roll options when the Roll Options window displays.
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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7. Click Apply, Cancel.
8. Go to either
SECTION 1: Setting Up A Server To Run The Roll Automatically
or
SECTION 2: Setting Up A Workstation To Run The Roll Automatically.
If the roll is to be run on the last day of the month it will be necessary to set up multiple
scheduled tasks. For September, April, June and November it must be scheduled for the
thirtieth. For January, March, May, July, August, October, and December it must be scheduled
for the thirty-first and for February it must be scheduled for the twenty-eighth.
If it is scheduled for the thirty-first for every month it will be skipped on the months with fewer
days.
Setting Up A Server To Run The Roll Automatically
Windows 7, Server 2008 (see separate section below for Windows Server 2003):
01. Select Start, Control Panel, Administrative Tools, Task Scheduler on the server.
02. Click Create Basic Task in the Actions panel on the right side. This will open the Create
Basic Task Wizard window.
03. Type a name in the Name field and a description in the Description field, then click Next.
04. Select the frequency for running the roll: Daily, Weekly, or Monthly. In this example we will
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How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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assume the roll is to be run monthly. Then click Next.
05. Enter the date and time the roll is to be run. Usually this will be the first day of the next
month (assuming the roll has already been run for this month). The time chosen should be a
time when the office is not open (e.g., 2 AM) so there will be no users in OrthoTrac to interfere
with the roll process.
06. Click the Months drop-down menu and click Select all months, then click on the Create
Basic Task Wizard window to close the Months drop-down menu.
07. Click the Days drop-down menu and click the 1 box to select the first day of the month,
then click on the main Create Basic Task Wizard window to close the Days drop-down menu.
08. Click Next.
09. Make sure the Start a program radio button is selected, then click Next.
10. Click Browse.
11. Browse to the C:\OMS folder. The path may vary depending on where OrthoTrac is
installed.
12. Double-click the Roll.exe file.
13. Type /s in the Add arguments (optional) field, then click Next. The additional command
line argument /r will cause the roll to be run automatically with the specified "Roll Function"
instead of the last saved roll:
/r=0 will Apply Contract charges, Apply Late charges, and Age accounts
/r=1 will Apply Contract charges, and Age accounts
/r=2 will Apply Late charges, and Age accounts
/r=3 will Age Only
If /r is not set to equal anything or is set to equal anything other than 0-3, the command line will
be ignored and run with the options from the last saved roll.
This option can also be used to set up multiple rolls. For example, set up one scheduled task to
run on the 1st with arguments /s /r=1 , then another scheduled task to run on the 15th with
arguments /s /r=2 . The roll on the 1st would apply the contract charges, then the roll on the
15th would apply the late charges.
The /r option is optional. The /s option is required.
14. Click the Open the properties dialog for this task when I click Finish box, then
click Finish.
15. Click the General, Triggers, and Actions tabs in turn to make sure all information looks
correct. On the General tab, there is a section for Security Options. By default the task will be
set to run when the current user account is logged into the system. This option should not
generally need to be changed.
16. Once all information has been confirmed correct, click OK to close the Properties window,
then close all windows until the desktop displays.
17. If the task needs to be modified in future (for example, to change its frequency), follow step
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
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1 to open the Task Scheduler window, then click the Task Scheduler Library option in the left
panel. Locate the task for the automatic roll and right-click it to select Properties.
Windows Server 2003:
01. Select Start, Control Panel, Scheduled Tasks.
02. Select Add Scheduled Task.
03. Click the Browse button.
04. Browse to the C:\OMS folder. The path may vary depending on where OrthoTrac is
installed.
05. Double-click the Roll.exe file.
06. Enter a name for the task and select Monthly, then click Next.
07. Enter the date and time that the roll is to be initially run. Usually this will be the first day of
the next month (assuming the roll has already been run for this month). The time chosen should
be a time when the office is not open (e.g., 2 AM) so there will be no users in OrthoTrac to
interfere with the roll process. Make sure that the day is set to the 1st of the month and that all
months are checked, then click Next.
08. Enter the administrative password for the server (this can be done by the office staff). The
task will not run correctly unless the administrative account is used.
09. Click the Open the properties dialog for this task when I click Finish box, then
click Finish.
10. The summary screen will appear. The Run field now needs to be adjusted to add the silent
option. It will currently look something like:
"D:\Orthotrac\OMS\Roll.exe"
Modify it to add a space then the /s option, as follows:
"D:\Orthotrac\OMS\Roll.exe /s"
The additional command line argument /r will cause the roll to be run automatically with the
specified "Roll Function" instead of the last saved roll:
/r=0 will Apply Contract charges, Apply Late charges, and Age accounts
/r=1 will Apply Contract charges, and Age accounts
/r=2 will Apply Late charges, and Age accounts
/r=3 will Age Only
If /r is not set to equal anything or is set to equal anything other than 0-3, the command line will
be ignored and run with the options from the last saved roll.
This option can also be used to set up multiple rolls. For example, set up one scheduled task to
run on the 1st with arguments /s /r=1 , then another scheduled task to run on the 15th with
arguments /s /r=2 . The roll on the 1st would apply the contract charges, then the roll on the
15th would apply the late charges.
The /r option is optional. The /s option is required.
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
Page
16 of 17
11. Once all information has been confirmed correct, click OK to close the Properties window,
then close all windows until the desktop displays.
© Carestream Health, Inc., 2014
How to Install CS OrthoTrac on a New Server and Copy the
Data from the Old Server to the New – Version 12 and higher
All trademarks and registered trademarks are the property
of their respective holders.
Page
17 of 17