Set Up Workgroups Based on IP Addresses

NextGen® Document Management User Guide

Set Up Remote Connections

You can use the Remote Connections master file to specify the parameters of the network connection between the central NextGen® Document Management installation and remote NextGen® Document Management locations. Open File Maintenance. In Master Files, select System > Remote Connections.The Remote Connections List window opens. Perform one of the following: To add an item, select the open menu button, and then select New. To modify an existing item, select the item in the list, select the open menu button, and then select Open. The Remote Connection Configuration window displays. Enter the remote connection name, block size to use for each transfer, and then the time interval to occur between transfers.For example, a block size of 4 means the file transfers 4096 bytes at a time. In Note, enter additional information about the storage location. Optional: To hide the storage location, select the Hide checkbox. Select Next to add another item or select OK to return to the Remote Connection

NextGen® Document Management User Guide,

Set Up Workgroups Based on IP Addresses

Before you begin Set up remote connections and storage locations. Obtain the starting and ending IP addresses for the workgroup you want to create. You can obtain the IP address information from your network administrator. A workgroup consists of one or more IP addresses that exist on one end of a router. A workgroup can belong to a practice or enterprise that is different from the practice or enterprise associated with the workgroup for the primary location. You should set up a workgroup for each range of IP addresses within a physical location. If you do not use the remote scanning network service with NextGen® Document Management, you can still configure each workgroup to use its associated cache location. If the IP address is valid, the workgroup cache location overrides the cache location specified in Practice Preferences. Open File Maintenance. In Master Files, select System > Workgroups. The Workgroups List window opens. Select the open menu button, and then select New. The Work

File Maintenance Help for NextGen® Enterprise 8

Configure Workgroup

In File Maintenance, select Master Files > Systems > Workgroups. The Workgroups List window opens. Select the Open Menu button and select New. The Workgroup Configuration window opens. Enter a name for the workgroup in the Workgroup Name field. From the list of existing storage locations in each field, select a storage location for each of the following fields: Scan To Location - The original location where the scanned images are sent. File From Location - The location from which each scanned image is filed. Cache Location - The local location where images are stored for quick access. When you specify a storage location as the Cache Location, NextGen® Document Management looks in the cache for a requested remote image. If it finds the image in the cache, image access time is greatly improved. If NextGen® Document Management does not locate the image in the cache, it looks in the main image archive. Storage locations that are already assigned to a workgroup are not available for assignm

File Maintenance Help for NextGen® Enterprise 8

Workgroups

Remote scanning in NextGen® Document Management requires that all remote locations, as well as the primary location, be part of a workgroup. A workgroup is simply one or more IP addresses that exist on one end of a router. A workgroup can belong to a different practice or enterprise than the workgroup to which the primary location belongs. You should set up a Workgroup for each range of IP addresses within a physical location. If you do not use the Remote Scanning Network Service with NextGen® Document Management, you can still configure Workgroups so that you can use the Cache location associated with each Workgroup. Provided its IP address is valid, the Workgroup Cache location overrides the Cache location specified in Practice Preferences. Before You Set Up Workgroups Configure Workgroup Parent topic: Master Files - System

NextGen® Document Management User Guide,

Configure Document and Image File Storage Locations

Open File Maintenance. In Master Files, select System > Document Management, and then select Storage Locations. The Storage Locations List window opens. Select the open menu button, and then select New. The Storage Location window opens. Storage location window In Storage Name, enter a name for the location. Note: You can specify the function of each storage location when you set up the storage type workgroups. In Storage Type, select the File System option. In File Storage, enter the path of the storage location, or select the open folder button to select the network folder to serve as the storage location. The IP Address field displays the IP address of the selected location. In Application, select the Doc Mgmt option. Optional: If you want NextGen® Background Business Processor to monitor the storage location and assign added images to a NextGen® Document Management batch for filing, then in Directory Import, select the Automate Directory Import checkbox, and then configure the rela

NextGen® Document Management User Guide

Configure NextGen® Document Management

You must configure security rights and remote scanning before you can install and use NextGen® Document Management. Before using NextGen® Document Management, you must complete the following actions that can be performed in any order: Connect a scanner or an image acquisition device to a computer with the TWAIN driver installed. Configure NextGen® Document Management security rights in System Administrator. Set up the archive location for all images and documents by doing one of the following: If you are licensed to use remote scanning, set up the Imaging Archive Location folder on your network. If you are not licensed to use remote scanning, set up the Network Share Location folder on your network. Note: You must provide full access rights (read, modify, add, and delete) to users for these folders. Configure network impersonation. Create an organization structure for the documents and images. You can set up document fields, document types, and view categories for the organization stru

Set Up Workgroups Based on IP Addresses

Before you begin

Recommendations

Set Up Remote Connections

Set Up Workgroups Based on IP Addresses

Configure Workgroup

Workgroups

Configure Document and Image File Storage Locations

Configure NextGen® Document Management

Set Up Workgroups Based on IP Addresses

Before you begin

Set Up Remote Connections

Set Up Workgroups Based on IP Addresses

Configure Workgroup

Workgroups

Configure Document and Image File Storage Locations

Configure NextGen® Document Management