DATABASE REPLICATION Database replication allows for the synchronisation of data from the server to a laptop for use offsite, without the need for an internet connection. Database replication does not require a separate script to copy the data from the server, or for the Genie Server application to be closed while the replication is taking place. Note: The last page of this guide is a summary that can be provided to the doctor as a reference for each time (s)he uses offsite logging. ENABLE DATABASE REPLICATION Pre-requisites: 1. 2. 3. Genie Version 8.8.4 or later (the current version of Genie is recommended). A password must be set for your Genie username (refer to Practice Management > Security in the Genie Manual) A recent Genie data file (Genie.4DD, Genie.4DIndx, Genie.Match) must exist in the Genie folder on the offsite logging computer. On the Genie Client (offsite logging) computer 1. 2. Go to File > Maintenance and Reports and click on the Administrator tab. Alt+click on the Create Data Copy Script button. 3. Tick Enable Replication. The two indicators to the right will turn green to indicate successful activation. 4. Click on Export the Server Configuration to save a copy of the Server IP Address and SQL Server Port details to your computer. Note: If you would like to remove your saved settings at a later date, Alt+click on Export the Server Configuration. Last updated January 2016 Page | 1 REPLICATE THE DATA FILE SERVER SQL SETTINGS Once the replication settings have been configured and saved above, quit Genie Client and launch Genie Solo on the offsitelogging computer. The replication step must be performed before leaving the rooms to commence offsite logging. Note: It is not compulsory to close Genie client at this stage. If you need to continue to work in Genie client while copying the data in Genie Solo, you are able to do so. 1. Provided you have an active network connection and you have not replicated the database in the last 30 minutes, you will automatically be prompted to start replication. Click on Yes to open the Replication Wizard. 2. The Genie server SQL Settings will be listed if you chose the Export the Server Configuration option at Step 6 above. If the Server SQL Settings are blank, enter the Genie Server IP Address as shown in Genie Client, Help > About Genie Client. Enter the Genie Server SQL Port as 19812. Enter your Genie Username and Password and press Tab. Note: The username and password are not stored as a security measure. 3. Click the Test Server button to test the connection. Last updated January 2016 Page | 2 4. If the details you have entered are correct, you will be presented with a message ‘The SQL Server Started Successfully.’ You can then proceed to Step 5. If the details are incorrect, you will be presented with several errors regarding your SQL server and the prompt below. If you receive this error message, it is likely that your Server IP Address and/or Server SQL Port are incorrect. The easiest way to find these details is to click on the SQL Server tab in the Server Administration window. The server administration window can be accessed in the following ways: On the server machine: this is the main server window. If you do not see this window, go into Window > Administration. On any client machine: from Genie Client: File > Maintenance and Reports and click on the Server Admin button. This window will display the server IP next to Listening to IP and the Server SQL Port next to Listening on port. Write these down and enter them into the Genie SQL Server settings area in the Database Replication Wizard. Once you have entered these, click on Test Server again. You should now receive a message ‘The SQL Server Started Successfully.’ 5. Once your SQL server has started successfully click on Save Settings. The settings are now saved for future use. Note: This will not save your password. Your password must be entered each time, as a security measure. REPLICATION SETTINGS If you are copying the database for the first time, you will need to select Full Replication. This option may take some time as it is copying all of your Genie data. For each subsequent copy, you will be able to select Synchronise the local database, which will only copy over any information that has changed since you last copied the data. This option is significantly faster. Last updated January 2016 Page | 3 IMAGE FOLDER SETTINGS If you are copying the images for the first time, All will be selected automatically. This option will copy the entire Images folder from the server. Depending on the size of your images folder, this may take quite some time. Note: It is possible to take a manual copy of your images folder (via USB or other external media device) and place this in the Genie folder on your laptop. This can make the data replication process faster; however, we always recommend using the Replication Wizard as it is more reliable. Once you have done the initial copy (or if you have manually copied your images), you will be able to select New, which will only copy any new images that have been added/modified since you last copied the data. This option is significantly faster. If there is no requirement to access images and attachments offsite, select None. START THE REPLICATION Click on Start Replication at the bottom of this window. If you have selected Full Replication, you will be presented with the following window. Click Yes to confirm and start the replication. During the replication, you will see a number of flashing windows as shown. Once the replication is complete, you will receive the prompt below. Your local copy of the database is now up to date. Click on Restart to launch Genie Solo to check and test that you can start offsite logging successfully. Last updated January 2016 Page | 4 OFFSITE LOGGING The procedure for offsite logging in Genie has not changed. Please follow the steps below each time you wish to use offsite logging: 1. Before leaving the rooms, launch Genie Solo and select Yes when prompted to start replication. Note: If you have performed a replication in the last half an hour but you would like to force another replication, hold Cmd/Ctrl immediately after launching Genie Solo. 2. Enter your username and password and then click on Start Replication at the bottom of the window. You should see the same flashing windows that were displayed during the initial replication. 3. When the replication is complete you will be prompted to restart Genie. Select Restart. 4. 5. 6. 7. 8. When Genie relaunches, log in to confirm your data has been successfully copied from the server. Quit Genie and travel to your offsite location. When ready to start offsite logging at your offsite location, open Genie Solo and start offsite logging. Once you have finished offsite logging, close Genie Solo and return to the rooms. Open Genie Client in the rooms and you will receive a prompt, which will allow you to import your offsite logs. For more information on offsite logging, please see the sections Running an Offsite Log and Importing Logs in the Genie Manual. This guide is not designed to replace formal user training. For more information, please consider your support options: Genie Manual Special > Online Manual Genie Support 1300 889 362 or [email protected] Group Training Courses Visit www.geniesolutions.com.au/tbs Customised On-site Training with a Genie representative Visit www.geniesolutions.com.au/osv Last updated January 2016 Page | 5
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