Full ChiroPulse Server Computer Reinstall (crashed or new PC)

The instructions are a step-by-step guide to print and follow when replacing your Chiropulse Server PC (computer where your database and data engine are running). It’s important to follow the steps exactly.

Full ChiroPulse Server Computer Reinstall (crashed Server or new Server PC)

BEFORE YOU START
A. Make sure Windows in installed, all windows security updates are installed to completion and that no “Windows must install updates” messages appear”. Review our “network” articles here
http://chiropulse.com/blog/?tag=network
notably the “Windows Networking, File Sharing & Connectivity Setup” article at bare minimum

B. Uninstall ALL security or spyware software other than Microsoft Security Essentials (Windows 7) or Windows Defender (Windows 8, Window 10) or Malwarebytes.org then restart  your computer. Microsoft Windows Defender should/can be enabled in Control Panel. Windows 7 users can use Microsoft Security Essentials to keep you safe or &/or
malwarebytes.org
Please verify that you have uninstalled McAfee, Norton, AVG or and other “solutions” which are not useful these days in protecting your computer.

C.  Setup network user permissions on the server so workstations can read the server data that was shared during setup. See this article below:
http://chiropulse.com/blog/?p=1365

PLEASE DO NOT CONTINUE IF YOU HAVE NOT COMPLETED THE ABOVE STEPS

#1.
Download the Installation files from the member center front page INSTALL tab (or click here).

#2.
On your SERVER PC install the SERVER and CLIENT365 software as per the install instructions.

#3.
On the new SERVER PC (and other PCs if necessary) run the latest ChiroPulse refreshes so that all your computers are at the same exact database and program level for ChiroPulse. It is important all PCs are at the same database level.

AT THIS POINT CHIROPULSE365 SHOULD BE WORKING WITH THE DATABASE ATTACHED DURING THE CHIROSERVER INSTALL. DO NOT PROCEED IF CHIROPULSE365 CANNOT BE RUN WITH THE SAMPLE DATABASE.

#4.
BACKUP YOUR DATABASE ON THE OLD SERVER

  • On the OLD Server start ChiroServerTools and BACKUP YOUR CHIROPULSEDBMASTER DATABASE. This is crucial since this is your patient database that will be restored on the NEW Server.

#5.
Copy/Restore the additional files from PulseSQL (your working directory) to the New Server.

On the OLD server the PulseSQL folder in the C drive is the working data folder however do not copy the folder to the new server yet. This will likely create permission problems accessing the files. Windows 7/8 security can create file “ownership” issues so it’s best to copy the contents of each folder from the old PC to the new PC AFTER the folders are created by the installation.
NOTE – The databases folder cannot be copied and is not needed, since you will RESTORE your backup on the new PC.[*] Copy the individual folders from c:\pulseSQL from the OLD server

  • BACKUPS folder
  • IMAGES folder
  • SPELLCHECKER folder
  • USERREPORTS folder
    note the other folders are not necessary to copy

#6.
RESTORE YOUR DATABASE TO THE NEW SERVER
To restore your database you need THE LATEST backup file that was just created. Depending on the backup type used the backup file will end in the extension .ZIP or .BAK/.SQL. These files are stored in the BACKUP folder:

  • ChiroPulseDBmaster_20120115_120528_516.zip or
  • ChiroPulseDBmaster_20120115_120528_516.BAK
  • On the NEW server – with the latest backup file copied to c:\PulseSQL\backups – launch ChiroPulse Server Tools&Backup (run as administrator).
  • Click Configure button
  • Click the ChiroPulseDBmaster database then press restore.
  • Select the latest backup ZIP or BAK file.
  • When completed your office database is now attached & stored in the data engine on the NEW server.

#7.
On your NEW Server PC launch ChiroServer Tools/Backup. On top of the screen your SERVER name is displayed. WRITE IT DOWN as all PCs running ChiroPulse365 MUST connect to the database using this SERVER name.

Now open ChiroPulse365 and verify the selection of your database & server PC. It is important to use in a real-life office ChiroPulseDBMaster:

  • Open ChiroPulse365 and at the LOGIN window make sure “NEW LICENSING” is CHECKED. If it’s not then check it & follow the prompts to restart CP365
  • At the LOGIN window press the [SELECT SERVER PC] button.
  • Under Choose Database select ChiroPulseDBmaster
  • From ChiroPulse365 Network Clients, enter your SERVER PC name (ie. PC running ChiroPulse Server Tools & the Microsoft SQL Server)
  • Press OK, then login with the login “pulse” (no quotes, no password). You can change this or create a new login anytime.

#8.
On the OTHER PC(s) launch ChiroPulse365. Now you must connect these to the server & database.

  • Open ChiroPulse365 and at the LOGIN window make sure “NEW LICENSING” is CHECKED. If it’s not then check it & follow the prompts to restart CP365
  • At the LOGIN window press the [SELECT SERVER PC] button.
  • Under Choose Database select ChiroPulseDBmaster
  • From ChiroPulse365 Network Clients, enter your SERVER PC name (ie. PC running ChiroPulse Server Tools & the Microsoft SQL Server)
  • Press OK, then login

#9.
 Register/activate ChiroPulse365 on the new server

  • Start ChiroPulse365 and at the LOGIN window make sure “NEW LICENSING” is CHECKED. If it’s not then check it & follow the prompts to restart CP365.
  • Login to fetch your license. If problems arise, please follow the steps at the help article below so we can process & synchronize your license
    www.chiropulse.com/blog/?p=1620

#10.
Set the Default File Location for Electronic Claims files (done on each PC).
The EDI folder in PulseSQL on your server is the working folder for all EDI files created on any PC. From ChiroPulse365 on any PC, you must RESET THE EDI FOLDER ONCE BEFORE you invoice otherwise you will get “file not created” error (because the system is looking for the OLD server).

  • Start ChiroPulse365 and from the top menu click Utilities… EDI Folders & Paths (also available from Setup Wizard or Preferred Options Directories Tab EDI Directories [View]). Now click the [Reset] button to set the new Default File Location.

For more information on Electronic Claims please review our complete Electronic Claims Submission: start to finish document – click here

#11 Double-check yournetwork user permissions on the server so workstations can read the server data that was shared during setup. See this article below:
http://chiropulse.com/blog/?p=1365

To double-check, open ChiroPulse365 and at the login screen click the SELECT SERVER PC button. Now click the blue EXPLORE SERVER button and make sure you have access to the PulseSQL folder on your ChiroServer PC.