Operating Systems: All
Applies to Versions: 7.0.10 & Below

New Installs Skip to Step 5!

Step 1 – Obtaining the DVMAX Practice License Number and Clinic ID

Later on in the installation, you will be prompted for the DVMAX Practice License Number and Clinic ID. You must have this info ready before upgrading.

To obtain the License and Clinic ID:

• Log into DVMAX Client as Administrator.
• From the File menu, select License…. Note the License # and Clinic ID.

Step 2 – Back Up Your DVMAX Practice Data

You must have a current back up of your datafile before proceeding with the rest of the upgrade.

Version 7.0 - 7.0.10

• To back up earlier versions of DVMAX Practice 7.0:
• Quit DVMAX Client from all workstations.
• From the DVMAX Server Backup menu, select Full Backup. Then select Backup

Version 6.6 and under

• Quit DVMAX Client from all workstations.
• Quit the DVMAX Server program. From the DVMAX Server menu, select Quit. Set the prompt to 0 minutes and click OK.
• Make a copy of the Datafile folder, which is typically located in:
  
  Macintosh: Macintosh HD::SneakersFolder:DataFileFolder.
  Windows: C:/SneakersFolder/DataFileFolder
  
  Destination may vary – look on other drives if you cannot find the folder.

Step 3 – Quit DVMAX Server

Once the Backup has finished, Quit the Server application and log all users out:

• From the DVMAX Server menu, choose Quit.
• Set the time to 0 minutes and click OK.
• DVMAX Server will close

Step 4 – Remove the Existing DVMAX Practice Server

If you were running on Version 7.0 - 7.0.10:

Macintosh:

• Double-click your hard drive Macintosh HD.
• Select Applications on the left.
• Locate DVMAXProgramFiles7 and move it to the Trash.
• Delete any existing DVMAX Practice shortcuts on the desktop and/or dock.

Windows:

• From the Windows Start menu, select Control Panel. The Control Panel opens.
• Double-click Add or Remove Programs to open it.
• Select DVMAX in the list that appears.
• Click Remove.

Step 5 – Install DVMAX  Server

If installing from download, locate the DVMAX Practice installer.  If you don’t have the DVMAX Installer, the latest version can be obtained from your usersite at http://users.dvmax.com

Macintosh:

• Double-click the DVMAX Installer disk image.
• The installer will mount and display a DVMAX Installer Icon.    
• Double-click the DVMAX Installer icon.
• You may be prompted for a username and password. Fill in your Macintosh Administrator credentials and continue.

Windows:

• Right click the Installer and choose Run as Administrator.

Installation

To install DVMAX Server:

• When you start your installation, you will see the Introduction window. Click Continue
• Follow the On-Screen instructions, and Agree to the License Agreement to continue.
• Windows: When prompted with a list of programs to install select the third option - Custom / DVMAX Server.
• Macintosh: When prompted with a list of programs to install, select DVMAX Server and DVMAX Updater.  Click Install.
• You will see a message indicating icons will be created on your dock. Click OK. The installation will begin.
• After the installation process has completed you will see the Finish Up window -Click Quit. 

The Base installation for DVMAX Practice is complete.

Step 6 – Modify Features to Allow DVMAX Access (WINDOWS ONLY!)

For a full list of Windows settings to be changed, refer to our Optimal Settings document (See Related Articles).

Exclude from AntiVirus Software

The DVMAX Server program should be excluded from scanning, access within Antivirus
software.

Typical locations for DVMAX Client are:
C:/Program Files/DVMAXProgramFiles7/DVMAXServerFolder/DVMAX Server.exe
C:/Program Files (x86)/DVMAXProgramFiles7/DVMAXServerFolder/DVMAX Server.exe

Exclude DVMAX from Backup Software

It has been identified that having 3rd Party Backup software backing up an active database can cause integrity issues over time. Please Exclude DVMAX Server program and Datafile from your backup software. You can and should continue to backup the DVMAX backup and images folder.

• Exclude all DVMAX folders except the backup folder and “Images” folder from being backed up by any backup program.  Most critically, the live datafile folder should not be backed up – ever.
• Exclude the following DVMAX Practice folders:

C:\ProgramFiles\DVMAXProgramFiles7
C:\DVMAXDatabaseFiles\DVMAXDatafileFolder

Your Backup software should be backing up your DVMAX backup files every night to tape or some other external media.

If you are unsure of whether your Third Party Backup Software and/or Antivirus software is configured correctly, please contact your IT person with this information for them to review. 

Turn off User Access Control (Vista & Windows 7 Only)

If you are running Windows Vista or Windows 7, complete this step.  User Access Control (UAC) on Windows Vista can cause a number of issues with DVMAX Practice. Primarily, DVMAX Practice Client will be unable to remember the last server it connected to when UAC is on. This will result in a 10002 error every time DVMAX Practice is re-launched. The best way to handle this is to turn off the UAC security setting altogether.  

To disable UAC:

• Click the Windows/Start button at the bottom left portion of the screen and choose Control Panel.  
• Locate and click User Accounts and Family Safety.  
• Click User Accounts.  
• Choose Turn User Account Control on or off.  
• Clear the Use User Account Control (UAC) setting and click OK. 

Configure Windows Data Execution Prevention (DEP)

• From the Windows Start menu, right-click My Computer.
• Select Properties. The System Properties dialog opens.  
• Click the Advanced tab.
• In the Performance section, click Settings.
• Click the Data Execution Prevention tab.  
• Select Turn on DEP for essential Windows programs and services only.
Click Apply, then click OK.

You will be prompted to reboot your system. You MUST re-start the computer for the
changes to take effect.

Step 7 – Run the DVMAX Updater

Previously, you should have already downloaded and unzipped the latest patch file from the DVMAX user site. If you have not done so yet, proceed to http://users.dvmax.com.

Log in as an Administrative user and Proceed to the Downloads area.

Locate the latest Patch file there – then download and unzip it to the Desktop of your Server computer.

Open the extracted DVMAX Updater folder

Locate and double-click the DVMAX Updater application

The DVMAX Updater program will open

Choose DVMAX Server at the top left. If the Updater cannot find DVMAX, a Select File dialog will open:

• Navigate to your DVMAX Practice file location, which is typically located in:
  
  Macintosh: Macintosh HD :: Applications :: DVMaxProgramFiles7 :: DVMaxServerFolder
  Windows: C:\Program Files\DVMAXProgramFiles7\DVMAXServerFolder folder.
  
  
• Select the DVMAX Server program and click Open.

Setting the License Number and Clinic ID

You must enter a valid DVMAX Practice License Number and Clinic ID before you can download updates.
To set the License Number and Clinic ID:

• From the DVMAX Updater menu, select Preferences…. The Preferences window will open.

• Enter your DVMAX License Number and your Clinic ID.
• Leave the # of Updates to Archive set to 5,
• If you are behind a PROXY, please fill in the appropriate information here.
  (Most people can leave the Proxy settings blank)
• Click Close. Your settings will be validated and you will be returned to the main window.

Installing an Update

• Select the update in the right-hand pane labeled Downloaded Updates, and click Install Update.
• An Installation Confirmation window displays. Review the information.
• Click Install.
• When the update has been completed, you will see an alert, “Update completed”. Click OK.
• Quit the DVMAX Updater  by going to the File menu, and selecting Quit.

Step 8 – Launch DVMAX Practice Server and Upgrade the Data

To launch the DVMAX Server program:

• Double- click your new Start DVMAX Server shortcut on the desktop.
• A browse window opens. Point it to your datafile, typically located in:
  Macintosh: Macintosh HD::DVMAXDatabaseFiles::DVMAXDataFolder
  Windows: C:/DVMAXDatabaseFiles/DVMAXDatafileFolder.

The server application will fully load after a minute. You may see an ‘update progress’ window at the top left corner, indicating the status of the data upgrade.

The upgrade could take minutes to hours, depending on how many updates need to be processed. Data will be fully upgraded and ready for use when the Activity Bar is completely empty. 

Note: While the Server is upgrading the datafile, it is typically a good time to upgrade/install DVMAX on the Client terminals. See Related Document 'How To Install DVMAX Client'

Step 9 - Configure Automatic Backup

Configure Backup Destination

1. Select Preferences from the DVMAX Server menu.
2. In the left column of the Preferences window click Backup.
3. Insure Data is checked. 
4. Insure Structure is checked. 
5. Click the button in the Backup File Destination Folder to set the destination for the backup files. 
6. Choose the DVMaxBackupsFolder which is typically located in
   Macintosh HD:DVMaxDatabaseFiles:DVMaxBackupsFolder on the Macintosh.
7. In the Log Management area place a check in Use Log File. 
8. When the window opens click the New button. 
9. Select the location where the datafile is located. This is typically in
   Macintosh HD:DVMaxDatabaseFiles: DVMaxDatafileFolder on the Macintosh.
10. You can leave the default name if you wish, click the Save button.

Configure Backup Interval

1. In the left column of the Preferences window click Scheduler beneath Backup.
2. Set the desired frequency by selecting how often and at what time the backup should run. It is suggested that a backup run each day at a time when there is little demand on the system such as 2 am.

Configure Backup Logic

1. In the left column of the Preferences window, click the Backup subcategory within Backup. 
2. Select the bullet in front of: Abort backup after waiting: 
3. Change the time to 10 minutes. 
4. Select the bullet in front of Retry after:
5. Change the time to 24 Hours.

Configure Restore Options

1. In the left column click Restore underneath Backup.
2. Insure all 3 checkboxes are selected.

Save Configuration & Execute

1. Click the OK button.
2. A warning will appear about the log file being activated after the next backup. Click OK.
3. The backup will run and complete on it's own, using all the preferences you specified going forward.
 

Step 10 – Log into DVMAX Client for the first time

This assumes a DVMAX Client has been installed on a workstation. Refer to How to Install DVMAX Client on Macintosh for more information.

To log in to DVMAX Client from a workstation:

• Double-click the Start DVMAX Client shortcut on the Desktop, or click the DVMAX Client icon in the dock.

• The Connection to 4D Server window opens. Click the TCP/IP tab, select the Server name and click OK.

A Duplicating Resources message will appear in the lower portion of the screen and remain for a few moments.

Once complete, the User List will appear.

• At this point there are no users in DVMAX Practice except the two standard accounts. Select the Administrator user, and click Connect.

Step 11 – Create Users and Passwords

In DVMAX Client from any workstation:

• From the Section menu, select General Management. The Management Functions dialog opens.
• Click on the Utilities tab.
• Select Set Passwords and Users, and click OK. The Tool Box opens.
• Click the Plus (+) sign under the Users list to add a new user. The User will be New User x and the name will be highlighted. Rename the User as necessary, and press .
• To set a password for the User, click once to select the User and click Edit. The Change of Password dialog opens.
• Set and confirm the new Password. Click Change.
• To define Group access, click once on the desired user in the left column to select it.
• Set Group access by checking off the Group in the Member column you want to grant access for.

In this example, a typical Practice Staff user will be configured. We want to grant access to the following groups, by placing a check in the Member column next to the Group.

• Clients & Patients
• General Management
• Preferences Access
• Word Processing Access
• Scheduling Access
• Log Records

You can repeat this process for multiple users that you create. Below are some sample group assignments for different staff levels:

Administrator

By default the Administrator has access to all Groups.
Do not change the access for anything associated with the Administrator!

Manager

The Manager typically has access to the following groups:

• Clients & Patients
• Inventory Management
• Patient Codes
• System Constants
• General Management
• Practice Financials
• Mass Change & Delete
• Preferences Access
• Delete Clients & Patients
• Time Limited Financial Access
• Edit & Void Invoices & Trans

Staff

A typical Staff member has access to the following groups:

• Clients & Patients
• General Management
• Preferences Access
• Word Processing Access
• Scheduling Access
• Log Records

Inventory Manager

The Inventory Manager typically has access to the following groups:

• Clients & Patients
• Inventory Management
• Patient Codes
• General Management
• Mass Change & Delete
• Edit & Void Invoices & Trans

Assign Only as Instructed!

The following groups should never be used.

• Manager / Supervisor
• Veterinary
• CM Tech
• Tox Tech
• PI
• CM Admin
• System Administrator
• Replication
• Batch

When finished modifying user & group access, click the red 'X' at the top to close the ToolBox and Close out of General Management.

This concludes the major upgrade/install of your DVMAX Software.