Set Up Service Manager for NextGen Patient Portal CCD Service

You can configure the servers for remote management through the NextGen Service Manager Console.

1. Open NextGen Service Manager Console.
   The First Time Setup Wizard window opens.

   

2. Select Next.
   The Select Plugins window opens.
3. Expand All Plugins.
   A list of available plug-ins appears. All the plug-ins are selected by default.

   

4. Clear all the selections except NextGen Patient Portal CCD Service, and then select Next.
   The Auto Upgrade Repository window opens.
5. Under Local Repository Location, select Select Location.
   The Select Folder window opens.

   

6. To select a folder, in Folder Location, enter C:\NextGen\LocalRepository, which is the installation path that stores the local software version, or select , and then select OK.
   Note: It is recommended that you save the installation file in the NextGen folder.
   The selected local repository location appears.

   

7. Select Next.
   NextGen Service Manager Console checks for updates.

   Note: The updating process can take several minutes to complete.

   

8. Select the latest updates for the following services, and then select OK.
   • NextGen.ServiceManager.RemoteHost
   A confirmation message appears stating that the updates are downloaded successfully.
9. Select Next.
   The NextGen Server Configuration window opens.
10. Select Configure.
    The Server Management window opens.

    

11. Select Discover NextGen Servers.
    A list of valid servers that have the Remote Host service installed appears. The process can take several minutes.

    Note: If the application does not detect remote hosts, increase the search time. If NextGen Service Manager Console still cannot fetch a list of servers or display your intended target, add it manually.

    

12. To manually add a server, do the following:
    1. Select Create New Server.
    2. Enter the server name, and IP address.
    3. Select the Ellipsis button if you are attempting to configure a server outside your domain or a different account within the same domain.
       The Network Credentials window opens.

       

    4. Enter the details and select Save.
    5. Select the credentials from the Logon credentials list, and select Done to return to the Server Management window.
13. Select Done.
    First Time Setup Wizard configures the selected servers.