Installation Guide

Before you install the new version of QuicDoc, review this Installation Guide to learn how the installer works and what is needed for a successful installation.

System Requirements
Before installation
Installation
Launch QuicDoc

System Requirements

QuicDoc is supported on both the 32-bit and 64-bit versions of these Windows operating systems.
SQL Express:

32-bit Systems - SQL Express 2005 is automatically installed as part of the QuicDoc 9.0 installation package. The installed SQL Express is a 32-bit version.
64-bit Systems - SQL Server Express is supported on x64 in Windows On Windows (x86 emulator allowing 32-bit Windows-based applications to run on 64-bit Windows).

QuicDoc requires Microsoft.NET Framework 2.0 or higher for Report Essentials.

Client *	Supported Operating Systems	32 bit- Windows XP Service Pack 2, Windows Vista, Windows Vista SP1; 64 bit- Windows Server 2003 x64 Editions; Windows XP 64-bit
	Physical Limitations	1GHz Pentium processor or equivalent Minimum of 256 MB of RAM 1 GB of free hard disk space
Server *	Supported Operating Systems	32 bit- Windows Server 2008; Windows Vista; Windows Vista SP1;Windows Server 2003 SP2; Windows XP SP2 and SP3; 64 bit- Windows Server 2003 x64 Editions; Windows XP 64-bit
	Physical Limitations	2 GHz Pentium processor or faster. Only a single processor is supported. Minimum of 512 MB of RAM. 2 GB of free hard disk space

*NOTE: Windows 98, Windows ME and Windows 2000 are no longer supported by our products.

Before Installing

If you are upgrading an existing version of QuicDoc, first backup your QuicDoc database before beginning this installation.

Installation

The setup wizard will guide you through the installation. For multiple users and machines, be sure you have purchased the correct number of licenses to run QuicDoc on additional machines or to run simultaneous connections to the QuicDoc database depending on your network configuration. Be sure write down IDs and passwords that you enter in the Setup Wizard. Please contact our Support Department at 301-766-4130 for assistance.

Welcome to the QuicDoc Installation.

The welcome screen gives you the option of choosing a Workstation or Server setup. The “Workstation installation” installs only the program; Server installation” installs the server components (including the SQL server if needed) and the programs.

• Workstation Installation: Select Workstation if installing only on a workstation and you will be accessing the database on another computer (server).
• Server Installation: Select this option to install the database on that computer.

Note: For Single PC licenses always install the Server installation.

Click Next to continue

SQL Server Installation

If you choose Server Installation the installation will automatically look for any existing SQL servers on the network.

The next screen will include the option to either install a new SQL server or pick a SQL Server already available on the network. The QuicDoc database will be installed on the SQL Server selected.

If you choose to install the QuicDoc database on an existing server then you will have to provide the login information to connect to that SQL Server.

Depending on whether you choose to use Windows or Server Authentication, enter a User ID and password for the logon.

Note: For installation purposes the SQL Server login should be a member of the 'sysadmin' role on SQL Server.

Click Next to continue. The SQL server installation will complete before moving on to the QuicDoc program installation.

Program Setup

To continue the installation, you will need to accept the End User License Agreement.

Click Next to continue.

Installation Directory

Choose the QuicDoc installation folder; by default, C:\Program Files \QuicDoc9.

Click Next to continue. The installation will now update your system.

Installation Complete

Migrating Existing Databases

For Server Installation once the installation is complete, you can migrate an existing Access database to SQL database.

Launch QuicDoc

To open, select the QuicDoc icon on your desktop or go to Programs...QuicDoc9 from the Start menu on your desktop.
The first time you launch QuicDoc you will have to configure your program.

First you will set up the database connection. Select your Server Name or IP Address and the Database Name.

System Administrator Logon
Next, setup a System Administrator ID and Password. The IDs can be from 3 to 5 20 characters, and the password from 4 to 20 characters. Keep the password simple, something easy to remember. It can be changed later.
Note: ID’s cannot be changed once entered and saved, so use something you will remember easily for the Administrative ID. Write down your IDs and passwords and keep in a safe place.

User Logon
Next, enter a User ID and Password for yourself as a provider of service. The User ID must be different from the Administrative ID. Enter your name Last Name and First Name. Enter a password; it can be the same as the Administrative Password. Verify the password by typing it again in the Verify Password field.

Note: Be sure to write down all ID’s and passwords that you enter.

If others will be using QuicDoc on this computer, log on with the System Administrator ID and Password and set up additional users. Each provider will have their own user ID and password, allowing access only to their patients or clients.

NOTE: If running QuicDoc on a network, you must have a basic knowledge of network concepts, operation, and maintenance (this includes sharing files and folders over a Windows network and addressing network permissions for network users). DocuTrac, Inc. does not provide technical support for network setup, network related problems, or network maintenance.