Perceptive Interact for Epic Client Installation and

Perceptive Interact for Epic Client
Installation and Setup Guide
Version: 11.0.x
Written by: Product Knowledge, R&D
Date: February 2017
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Perceptive Interact for Epic Client Installation and Setup Guide
Table of Contents
Perceptive Interact for Epic Client ............................................................................................................ 5
Prerequisites .............................................................................................................................................. 5
Install Interact for Epic Client .................................................................................................................... 5
Download the Interact for Epic Client files ................................................................................................. 6
Run the Interact for Epic Client attended installation ................................................................................ 6
Install Interact for Epic Client ................................................................................................................. 6
Run the Interact for Epic Client unattended installation ............................................................................ 6
Install Interact for Epic Client ................................................................................................................. 7
Configure Interact for Epic Client .............................................................................................................. 7
Set up single sign-on for Interact for Epic Client ....................................................................................... 7
Configure the SSO settings ................................................................................................................... 7
Enable SSO for a specific user in Viewer or CDV ................................................................................. 9
Configure Integrated Scanning to use Perceptive Web Capture in Citrix ................................................. 9
Customize the Document Properties pane................................................................................................ 9
Create a basic view.............................................................................................................................. 10
Add custom properties to a view .......................................................................................................... 11
Set a view for Interact for Epic Viewer ................................................................................................. 11
Create a view for a specific document type ......................................................................................... 11
Create a document review process ......................................................................................................... 13
Create a Perceptive Content workflow process ................................................................................... 13
Enable the Flag for Review button....................................................................................................... 14
Allow users to view multiple contact serial number folders ..................................................................... 14
Configure a view for multiple CSNs ..................................................................................................... 14
Configure CDV for multiple CSNs ........................................................................................................ 15
Configure basic settings .......................................................................................................................... 15
Configure Interact for Epic Viewer settings ............................................................................................. 15
Configure Interact for Epic global settings ............................................................................................... 16
Configure Epic Scan Settings .................................................................................................................. 16
Configure the Experience URL for Epic Scan ..................................................................................... 16
Configure the Epic scan initialization settings ..................................................................................... 17
Configure the Epic timeout settings ..................................................................................................... 17
Configure the settings to update Epic .................................................................................................. 17
Troubleshoot Interact for Epic Client ...................................................................................................... 17
Logging errors for troubleshooting .......................................................................................................... 17
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Perceptive Interact for Epic Client Installation and Setup Guide
Set logging for Viewer, CDV, or Scan.................................................................................................. 18
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Perceptive Interact for Epic Client Installation and Setup Guide
Perceptive Interact for Epic Client
Perceptive Interact for Epic Client provides embedded access to your Perceptive Content documents
from within Epic’s health information system. This tight integration allows you to scan and retrieve
Perceptive Content documents based upon the currently viewed patient chart without leaving the Epic
environment.
When Perceptive Content receives new documents, it notifies Epic of the arrival of relevant medical
information. From Epic, users can open the documents for viewing within the embedded Interact for Epic
Viewer. With the enhanced chart printing functionality, users can print entire patient charts, including both
Perceptive Content documents and Epic chart information, from within Epic.
This document explains how to install the Interact for Epic Client with both attended and unattended
installation methods.
For product technical specifications and system requirements, refer to the Perceptive Interact for Epic
Client Technical Specifications.
Prerequisites
You must install and have access to the following programs before installing Interact for Epic Client.
•
One of the following supported versions of Epic
•
Epic 2012 (v79)
•
Epic 2014 (v81)
•
Epic 2015 (v82)
•
Epic 2017 (v83)
•
HL7 Agent
•
Interact for Epic Server, version 7.1.1 or higher
•
Capture and Indexing for Healthcare, version 2.3.x or higher
•
Integration Server Trusted Authentication Plugin (required only if you are using SSO)
•
Requires Visual C++ 2013 x86 Redistributable
•
Requires Microsoft .NET Framework 4 or higher
Install Interact for Epic Client
This guide assumes you are installing Interact for Epic Client for the first time, or that you have no earlier
versions running on your computer. However, you can update Interact for Epic Client using the same
steps. The installation wizard detects the update and installs the product accordingly. For information
about enhancements and changes that might apply to Interact for Epic Client, refer to the Lexmark
Healthcare Release Notes.
The installer for Interact for Epic Client installs the following components.
•
Interact for Epic Viewer for document viewing.
•
Interact for Epic Clinical Deficiency Viewer (CDV) integration for Epic deficiency synchronizing.
•
Interact for Epic Scan integration for Epic scan acquisition.
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Perceptive Interact for Epic Client Installation and Setup Guide
Download the Interact for Epic Client files
To download the Interact for Epic Client files, complete the following steps.
1. Go to the Perceptive Software website at www.lexmark.com and log in to the Customer Portal.
2. On the Downloads page, download the following files to a temporary directory on your computer.
•
The latest build of Interact for Epic Client, as shown by the highest build number.
3. Complete the installation on a computer that has the following access.
•
Internet access
•
Network access to Interact for Epic Server
Run the Interact for Epic Client attended installation
To install Interact for Epic Client, complete the following procedures.
Install Interact for Epic Client
To install Interact for Epic Client, complete the following steps.
1. Double-click the Interact for Epic Client file you previously downloaded.
2. On the Welcome to the Installation Wizard for Perceptive Content Interact for Epic Client page,
complete the following substeps.
1. Read the terms of the license and select the Click to accept the terms of the license and
proceed check box.
2. Optional. To select a destination folder, click Change. The default value provided in the installer
is [drive:]\Program Files (x86)\ImageNow\Epic\.
3. Click Install.
3. On the Installation Wizard Completed page, click Finish.
Run the Interact for Epic Client unattended installation
Installing Interact for Epic Client silently is an automatic way to run your installation. If you follow the
procedures below, you will not install Interact for Epic Client using the installation wizard. Using this
unattended installation method, you can perform a custom installation or use a combination of default and
customized settings.
The following table contains the arguments you can use when you install Interact for Epic Client
unattended. If you do not manually set argument values, then the silent installer uses the default values.
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Perceptive Interact for Epic Client Installation and Setup Guide
Install Interact for Epic Client
Argument
Description
Default
Example
L*v
If you use this argument, setup
does not create directories. The
path for the log file generation
must be a valid, existing path.
This argument is typically used
to diagnose installation errors.
If the command
line argument is
removed, it
defaults to
%TEMP%.
L*v "C:\logs\I4Eclient_Unattended
Install.txt"
INSTALLDIR
The location of the Interact for
Epic Client files.
[drive:]\Program
Files
(x86)\ImageNow\
Epic
INSTALLDIR= "C:\Epic\
ImageNow\Client"
Enter the following command using one of these methods.
•
A command in a Command Prompt window
•
A command line script you create for your deployment software, for example:
msiexec /i InteractEpicClientSetup_11.0.0.msi /qn <argument list>
The following example shows the command format using argument values.
msiexec /i InteractEpicClientSetup_11.0.0.msi /qn /L*v
"C:\logs\I4EClient_UnattendedInstall.txt" INSTALLDIR="C:\Program Files
(x86)\ImageNow\Epic"
Configure Interact for Epic Client
Use any of the following procedures as a guide to configure features for Interact for Epic Client.
Set up single sign-on for Interact for Epic Client
After you install Interact for Epic Client, you can set up single sign-on (SSO). SSO allows your users to
log on to Interact for Epic Viewer, CDV, Scan, and Perceptive Content Client using your SSO provider
logon.
Configure the SSO settings
To set up SSO for Interact for Epic Client, use the following procedures to configure the SSO settings in
the INEpicGlobal.ini file.
If you use the Interact for Epic CDV Integration or Scan integration, follow the optional procedures to
configure the INI file.
For information about configuring the Epic.settings file and the Inow.ini file, refer to the Perceptive Interact
for Epic Installation and Setup Guide 7.1.x.
For more information about configuring the SSO Plugin in Integration Server, refer to the Perceptive
Integration Server SSO Plugin Advanced Design and Setup Guide 7.1.x.
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Perceptive Interact for Epic Client Installation and Setup Guide
Configure SSO for Epic Viewer and Epic CDV
Complete the following steps to configure SSO for Interact for Epic Viewer and Epic CDV.
1. On the Interact for Epic Client computer, navigate to the [drive:]\{path}\ImageNow\Epic folder.
2. Using a text editor, open the INEpicGlobal.ini file.
3. Under [Authentication], update the following settings.
•
Set SSO.enabled to TRUE.
•
Set SSO.key to the same value you specified for the epic.sso.key setting in the inow.ini file.
4. Save and close the INEpicGlobal.ini file.
Configure SSO for Interact for Epic Scanning
If using Interact for Epic Scan integration, complete the following steps to configure the INEpicGlobal.ini
file.
1. On the Interact for Epic Client computer, browse to the [drive:]\{path}\ImageNow\Epic folder.
2. Using a text editor, open the INEpicGlobal.ini file.
3. Under [Authentication], update the following settings.
•
Set SSO.enabled to TRUE.
•
If necessary, update SSO.integrationserver.timestamp.delimeter.
•
If necessary, update SSO.integrationserver.timestamp.format.
Notes The SSO.integrationserver settings must match the characters you used in the SSO
Integration Server plugin for Interact for Epic authentication.
Epic provides the SSO encryption key via the third-party system password field.
4. Save and close the INEpicGlobal.ini file.
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Perceptive Interact for Epic Client Installation and Setup Guide
Enable SSO for a specific user in Viewer or CDV
After you configure all necessary files as described in the previous section, you can enable SSO for a
specific user in Viewer or CDV. To enable a user to log in to Interact for Epic Client through the Epic
SSO, configure the user’s ImageNow.ini file.
Complete the following steps.
1. On the Perceptive Content Client computer, browse to the
[drive:]\Users\{username}\AppData\Roaming\ImageNow folder.
2. Using a text editor, open the ImageNow.ini file.
3. Under [General], add the setting epic.sso and set it to TRUE.
4. Save and close the ImageNow.ini file.
Configure Integrated Scanning to use Perceptive Web Capture in Citrix
You can configure Integrated Scanning to work in Citrix using Perceptive Web Capture. To avoid multiple
login and authentication prompts, completing the following steps.
Note: You must perform the following steps on every local machine that uses Citrix for Capture. To
implement the update over the Windows domain, you can make the following changes via Group Policy.
1. On the Control Panel, click Internet Options.
2. On the Advanced tab, select the Enable Integrated Windows Authentication check box.
3. On the Security tab, click Local Intranet Zone > Custom Level.
4. In the User Authentication section, ensure Automatic logon with current user name and
password is enabled as the logon method.
5. Under Local Intranet Zone, click Sites and, enter either http://127.0.01 or https://127.0.0.1 to the list
of sites.
Note: The address you enter depends on if your Perceptive Experience instance is set up to use
SSL.
Customize the Document Properties pane
Using Management Console, you can create custom document views. In the Perceptive Content
Explorer, document views allow you to:
•
Filter search results.
•
Select which document properties appear as columns.
•
Create custom document property labels.
In Interact for Epic Viewer, custom document property labels for your view appear in the Document
Properties pane.
To configure Interact for Epic Viewer with a view to display and label specific document properties, use
the following procedures in order.
•
Create a basic view.
•
Set a view for Interact for Epic Viewer.
•
Optional. Create a view for a specific document type.
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Perceptive Interact for Epic Client Installation and Setup Guide
Create a basic view
The following steps explain how to create a new document view in Management Console and define the
view components in View Designer. To complete this procedure, you must have document view
management privileges.
1. In Management Console, in the left pane, select a department.
2. Click Views, and then on the Document tab, click New.
3. In the New View dialog box, add the following information.
1. Name. Type a name, such as Epic.
2. Description. Optional. Type the description of the view. The description appears in the hover text
for the view.
4. Click OK.
5. Select the view and click Modify.
6. In View Designer, in the Preview pane, click the Columns
actions, and then click OK.
button, complete any of the following
•
To display a column in the view, select the check box next to the document property.
•
To create a custom label for a document key, click the document key row, type the new name,
and press ENTER.
Note You can only create custom labels for the following document properties: Drawer, Field1,
Field2, Field3, Field4, Field5, and Type.
•
To rearrange the order of the columns, select a document property and click the Move Up or
Move Down button.
•
Add custom properties to the view. For more information on adding custom properties to a view,
refer to the Add custom properties to a view section.
7. In View Designer, click the Properties
button and complete the following substeps.
1. On the View Properties dialog box, on the Security tab, under Users and Groups, click Add.
2. In the Select Users and Groups window, on the Groups tab, under Search results, click All
Users, click the Add button, and then click OK.
Note Rather than adding the group All Users, you can create or add a specific group, such as
Epic Users. Any user not included in the group is not able to access any document in Interact for
Epic Client.
3. In the View Properties window, click OK.
8. Click the Run
button to view your changes.
9. Save and close View Designer.
10. In the View Designer dialog box, perform one of the following actions.
•
If you want the view to appear in Perceptive Content Explorer as an active view in addition to
applying labels and restricting fields in Interact for Epic Client, click Yes to activate the new view.
•
If you want to use the view only to apply labels to fields in Interact for Epic Client, click No.
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Perceptive Interact for Epic Client Installation and Setup Guide
Add custom properties to a view
To add a custom property to a view, complete the following steps.
1. In Management Console, in the left pane, click Views. In the right pane, on the Document tab,
double-click the view you want to modify.
2. In View Designer, in the Preview pane, click the Columns
button and click Add.
3. In the Custom Property dialog box, under Select a custom property, select a custom property and
click OK.
4. In the Columns dialog box, select the check box next to the custom property and click OK.
5. Click the Run
button to view your changes.
6. Save and close View Designer.
Set a view for Interact for Epic Viewer
The following steps explain how to configure Interact for Epic to use a view. With a view, Interact for Epic
Viewer displays the specified document properties and labels in the Document Properties pane.
1. On the web application server, navigate to the [drive:]\{path}\interactforepic\WEB-INF folder, such
as [drive:]\Program Files\Apache Software Foundation\Tomcat
{version}\webapps\interactforepic\WEB-INF.
2. Using a text editor, open the Epic.settings file.
3. Under [Display settings] section, set properties.view.name to the name of the view you created in
Management Console. For example,
properties.view.name=Epic
4. Save and close the Epic.settings file.
5. Restart your Apache Tomcat web server.
Create a view for a specific document type
After you create and set a basic view for Interact for Epic Viewer, you have the option to create additional
views for individual document types. For example, if you had a document type Digital Photos, you could
create a document type-specific view and label Field1 with "Date & Time Photo Captured." By making a
specific view for your Digital Photos documents, the label "Date & Time Photo Captured" only appears on
your Digital Photos document types.
You do not need to create a separate view for every document type. Interact for Epic Viewer uses the
basic view you set in properties.view.name, such as "Epic," for any document type without its own,
specific view.
1. In Management Console, in the left pane, select a department.
2. Click Views, and then on the Document tab, click New.
3. In the New View dialog box, add the following information.
1. Name. Type a name in the format {basic view name} - {document type}. For example, for a basic
view named "Epic" and the document type of "Digital Photos", name the view Epic – Digital
Photos.
2. Description. Optional. Type the description of the view. The description appears in the hover text
for the view.
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Perceptive Interact for Epic Client Installation and Setup Guide
4. Click OK.
5. Select the view and click Modify.
6. In the View Designer window, in the Preview pane, click the Columns
the following substeps, and then click OK.
button, complete any of
•
To display a column in the view, select the check box next to the document property.
•
To create a custom label for a document property, click the document property row, type the new
name, and press ENTER.
Note You can create custom labels for the following document properties: Drawer, Field1,
Field2, Field3, Field4, Field5, and Type.
•
Add custom properties to the view. For more information on adding custom properties to a view,
refer to the Add custom properties to a view section.
•
To rearrange the order of the columns, select a document property and click the Move Up or
Move Down button.
7. In View Designer, click the Properties
button and complete the following substeps.
1. In the View Properties dialog, on the Security tab, under Users and Groups, click Add.
2. In the Select Users and Groups dialog, on the Groups tab, under Search results, click All
Users, click the Add button, and then click OK.
Note Interact for Epic Client blocks any user not given permission to access this view from
accessing the document. If you created a special user group in the Create a basic view
procedure, such as Epic Users, you must give the group permission to access this view.
3. In the View Properties window, click OK.
8. Optional. If you want the view to appear in Perceptive Content Explorer as an active view, you need
to constrain the view to the document type. Otherwise, the view returns all document types in
Perceptive Content.
1. On the View tab, click the Add
following substeps.
button. In the Add Condition dialog box, complete the
1. In the Constrain By list, select Document key.
2. In the Type list, select Normal.
3. In the Field list, select Type.
Note If you applied a custom label to Type, the custom label appears instead of Type.
4. In the Operator list, select is equal to.
5. In the Value list, select the document type you specified in the view name. For example, you
might select the Digital Photos document type.
2. Click OK.
9. Save and close View Designer.
10. In the View Designer dialog box, perform one of the following actions.
•
If you want the view to appear in Perceptive Content Explorer as an active view in addition to
being able to apply labels and restrict fields in Interact for Epic Client, click Yes to activate the
new view.
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Perceptive Interact for Epic Client Installation and Setup Guide
•
If you want to use the view only to apply labels and restrict fields in Interact for Epic Client, click
No.
Tip Keep properties.view.name in Epic.settings set to the name of the basic view, such as
"Epic." Interact for Epic Viewer automatically displays either the basic view, such as "Epic," or a
document type-specific view, such as "Epic – Digital Photos," based on the active document’s
type.
Create a document review process
You can enable your Interact for Epic Client users to flag documents that may have inaccurate or missing
information, such as a patient MRN that does not correctly match the patient name. To enable this
feature, complete the following procedures.
•
Create a Perceptive Content workflow process with queues that correspond to possible error
reasons.
•
Enable the Flag for Review button.
Create a Perceptive Content workflow process
To create a new workflow for the document review process, complete the following procedures.
Create the workflow process
Complete the following steps.
1. In Management Console, in the left pane, select a department.
2. Click Workflow, and then on the Workflow tab, click New.
3. In the Add Process dialog box, in the Name box, type a name for the document review process,
such as EpicReviewDocs.
Create the review-reason queues
Complete the following steps.
1. To open the workflow process, double-click the name.
2. In Workflow Designer, in the left pane, under Queues, drag a Work queue to the process diagram.
3. To modify its properties, double-click the queue.
4. In the Queue Properties dialog box, in the left pane, click Properties. Then, in the right pane, under
General, in the Name box, name the queue with a document-review reason, such as Incorrect
MRN.
5. Repeat the process to add a queue for each potential document-review reason. Example queues
include: Incorrect MRN, Incorrect CSN, Incorrect Order, and Delete Document.
6. Close Workflow Designer.
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Perceptive Interact for Epic Client Installation and Setup Guide
Enable the Flag for Review button
To enable the Flag this document for review
complete the following steps.
button on the Interact for Epic Viewer toolbar,
1. On the Apache Tomcat server, navigate to the [drive:]\{path}\Apache Software
Foundation\Tomcat {version}\webapps\interactforepic\WEB-INF folder.
2. Open the epic.settings file with a text editor.
3. Under [Review Reason Settings], set enable.flag.for.review to TRUE.
4. Set review.reason.process to the name of the Perceptive Content workflow process you created in
the previous section for flagging documents, such as review.reason.process=EpicReviewDocs.
5. Save and exit the configuration file.
6. Restart your Apache Tomcat web server.
Allow users to view multiple contact serial number folders
When users assign deficiencies, Interact for Epic CDV can display multiple contact serial number (CSN)
folders with a folder view. For example, if Epic is offline when Epic users create a new encounter, it
creates a downtime CSN.
To configure Interact for Epic Client to display multiple CSNs in a folder view, complete the following
procedures.
•
Configure a view for multiple CSNs
•
Configure INEpicGlobal.ini for multiple CSNs
Configure a view for multiple CSNs
To configure a view in Perceptive Content Management Console that includes folder type and folder
name columns, complete the following steps.
1. In Management Console, in the left pane, select a department.
2. Click Views, and then on the Folder tab, click New.
3. In the New View dialog box, in the Name box, type a name and click OK.
4. Double-click the new view.
5. In the View Designer window, in the Preview pane, click the Columns
following substeps.
button and complete the
1. In the Columns dialog box, select the values you want to display. The only values required to
display multiple CSNs are the Name and Type values.
2. Click OK.
6. In View Designer, click the Properties
button and complete the following substeps.
1. On the View Properties window, on the Security tab, under Users and Groups, click Add.
2. In the Select Users and Groups window, on the Groups tab, under Search results, click All
Users, click Add, and then click OK.
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Perceptive Interact for Epic Client Installation and Setup Guide
Note Rather than adding the group All Users, you add a specific group. For example, add the
Epic Users group. Any user not included in the group is not able to display the CSN folder view
with Interact for Epic CDV.
3. On the Security tab, select the group. Under Privileges, grant the Access and Access by URL
privileges.
4. Click OK.
7. Save and close the new view.
Configure CDV for multiple CSNs
To configure Interact for Epic CDV to display the multiple CSN view, complete the following steps.
1. On the Interact for Epic Client computer, navigate to the [drive:]\Program Files
(x86)\ImageNow\Epic directory.
2. Open INEpicGlobal.ini with a text editor.
3. Under [Epic CDV], set cdv.folder.view to the name of the folder view you created in Configure a
view for multiple CSNs.
4. Save and close INEpicGlobal.ini.
Configure basic settings
Configure Interact for Epic Viewer settings
The Epic Viewer section of the INEpicGlobal.ini defines the basic functionality and appearance of Interact
for Epic Viewer.
Perform any of the following procedures in the INEpicGlobal.ini file.
Enable the Launch document in Perceptive Content Viewer button
•
To enable the Launch document in Perceptive Content Viewer
button on the Interact for Epic
Viewer toolbar, under [Epic Viewer], set viewer.launch.imagenow.client to TRUE. This allows users
to open documents in Perceptive Content Viewer from Interact for Epic Viewer.
Close Interact for Epic Viewer automatically
•
To close Interact for Epic Viewer when the Perceptive Content Viewer launches automatically, under
[Epic Viewer], set viewer.launch.imagenow.client.close.viewer to TRUE.
Specify how long to wait for Interact Desktop to time out
•
To specify the amount of time, in seconds, Interact Desktop waits before timing out on connection,
under [Interact Desktop], set interact.desktop.connect.timeout to any positive integer. The default
is 10 seconds.
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Perceptive Interact for Epic Client Installation and Setup Guide
Show or hide annotation types
Perform any of the following steps under the [Epic Viewer] group.
•
To show all annotation types on documents, set viewer.annotations.all to TRUE and
annotations.none to FALSE.
•
To hide all annotations, set viewer.annotations.all to FALSE and viewer.annotations.none to
TRUE.
•
To show or hide specific annotation types, perform the following actions.
1. Set viewer.annotations.all to FALSE.
2. Set viewer.annotations.none to FALSE.
3. Set each individual annotation setting, such as viewer.annotation.check, to TRUE to display or
FALSE to hide.
Note These settings only affect which annotations display or hide in Interact for Epic Viewer. If a
user launches a document in Perceptive Content Viewer, annotations appear according to the
user’s Perceptive Content privileges.
Configure Interact for Epic global settings
The Interact for Epic Client configuration file INEpicGlobal.ini defines the basic functionality of Interact for
Epic Client. For more information on the following setting, refer to the configuration file comments.
Configure proxy server settings
Perform the following procedure in the INEpicGlobal.ini file.
•
If you use a proxy server, configured in Internet Explorer’s Internet Options window, under [General],
set use.ie.proxy.settings to TRUE.
Configure Epic Scan Settings
You can configure Epic Scan to update Epic with the Perceptive Content document ID and a specific
image description through the Epic Scan API.
To configure Epic Scan, complete the following procedures.
Configure the Experience URL for Epic Scan
You can use the experience.url to access the install of Capture and Indexing for Healthcare that Epic
Scan uses to capture documents.
To configure the Experience URL for Epic Scan.
1. Open the INEpicGlobal.ini file with a text editor.
2. Under [General], specify the experience.url to use for viewing and capturing documents.
Note You must use the same URL that contains the Capture and Indexing module used for capturing
documents.
3. Save and close INEpicGlobal.ini.
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Perceptive Interact for Epic Client Installation and Setup Guide
Configure the Epic scan initialization settings
To configure the initialize Epic settings, complete the following steps.
1. Open the INEpicGlobal.ini file with a text editor.
2. Under [Epic Scan], set scan.initialize.attempt.max to the number of attempts the Epic scan waits for
the Perceptive Experience application to initialize.
3. Set scan.initialize.attempt.delay to the number of milliseconds Epic scan waits for each initialization
attempt.
4. Save and close INEpicGlobal.ini.
Configure the Epic timeout settings
To configure the update Epic timeout settings, complete the following steps.
1. Open the INEpicGlobal.ini file with a text editor.
2. Under [Epic Scan], set scan.wait.for.capture.timeout to the number of seconds Epic scan waits for
the application to attempt a scan.
3. Under [Epic Scan], set scan.close.browser.timeout to the number of seconds Epic scan waits for
Interact for Epic closes in the event that an unresolved delay occurs during the disconnect process.
4. Save and close INEpicGlobal.ini.
Configure the settings to update Epic
To configure the settings to update Epic, complete the following steps.
1. Open the INEpicGlobal.ini file with a text editor.
2. Under [Epic Scan], set scan.update.epic to TRUE to specify if Epic Scan updates Epic with
document ID(s) and a description.
3. Set the scan.update.epic.description.name setting to specify the field or custom property that
contains the description of the document.
4. If necessary, set the scan.update.epic.effective.date, scan.update.epic.received.date, or
scan.update.epic.service.date settings to specify the fields or custom properties that will contain
capture dates.
5. Save and close INEpicGlobal.ini.
Troubleshoot Interact for Epic Client
If a functional issue occurs, use the information in this section to create logs to aid with troubleshooting.
Logging errors for troubleshooting
To increase the level of detail at which Interact for Epic Client logs errors for troubleshooting, complete
the following tasks.
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Perceptive Interact for Epic Client Installation and Setup Guide
Set logging for Viewer, CDV, or Scan
To set logging for Interact for Epic Viewer, CDV, or Scan, complete the following steps.
1. On the Interact for Epic Client computer, navigate to the [drive:]\program Files
(x86)\ImageNow\Epic directory.
2. Using a text editor, perform any of the following actions under [Logging] in the INEpicGlobal.ini file.
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Set log.level.cdv to a number between 1 and 6.
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Set log.level.scan to a number between 1 and 6.
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Set log.level.viewer to a number between 1 and 6.
3. Save and close the INEpicGlobal.ini file.
4. To view a log, navigate to [drive:]\Users\{username}\AppData\Roaming\ImageNow\log and open
the most recent log file in a text editor.
Note The higher the number, the more detailed the logging. Reset the file to 0 after you finish
debugging. Failure to do so can slow performance and consume hard disk space.
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