Pensacola Computer Help Technoblog

After completing 10 OfficeMate upgrade/installations I have come across a number of items that bear discussing as well as a few questions I have run into from others.

When installing OfficeMate v 10.5 on XP workstations, many times you will get a 2 file registration errors – clicking through these seems to still give a successful install.

After a successful server install, if you have installed the client on the server (which I highly recommend doing if not just for troubleshooting issues), and you cannot connect from a networked client workstation, more than likely it is a firewall issue on the server – disable the firewall on the server to see, and if you can then connect, turn the firewall back on and set the proper firewall rules for your SQL server.

Performance issues: In my experience, OfficeMate should have approx the same performance on a workstation as it did on version 8 even if it is below the minimum requirements. **Note: The performance of OfficeMate/ExamWriter v 10.5 may be severely impacted if you are not running a good enough server. Follow the recommended hardware requirements for the server and understand that those requirements are generally fine as long as you are using your server as only a database and or terminal server – this means you generally should NOT use this server as a Domain Controller, DSN or DHCP server etc as these roles can have a huge impact on OfficeMate performance when the server is under load. Also, if using OfficeMate add-on applications such as ECR vault, make sure that your server Exceeds the requirements. Generally I go for dual quad core Xeon processors, minimum 12 GB RAM, and minimum 3 high speed enterprise class hard drives in RAID 5 (Hardware RAID).

Accessing older access backups once you have converted to SQL server: I have had a few people ask my how they could open up a prior Access based backup once they had upgraded to versoin 10.5 with SQL – in short, the easiest way is to use a virtual machine and install OfficeMate 8 on the virtual machine (Windows 7 Pro has the ability to run a virtual version of XP natively - http://www.microsoft.com/windows/virtual-pc/ )

Windows 7 issues – I have run into a few scenarios where the proper Omate32.ini file was not put properly into the user profile. You should have this file in users/%username%/My Documents/Windows/ – if you are getting database errors on startup and are sure your firewall issues with the server have been resolved, check for this file and make sure it is there. (I always keep a working copy of this file on a server share for ease of copying).

Backups: If you are unfamiliar with how to do a SQL dump backup see this article : http://www.codeproject.com/Articles/113461/Schedule-a-daily-backup-with-SQL-Server-Express . You can also use backup services such as IBackup with the MS SQL Server backup plugin which automate the SQL database backup nicely.

* Pensacola Computers is not officially connected to OfficeMate software in any way, and all opinions stated are my own observations and you may experience different results. This guide is meant only as a narrative of my own experiences and is current as of the date posted.

I have been working as an IT consultant with Optometrists that use OfficeMate for over 6 years and have installed OfficeMate numerous times for 9 different practices. I have successfully done 10 upgrades in the past few months and assisted on a few others. Please feel free to contact me via my contact info at http://pensacolacomputers.com with any questions.

After completing 8 upgrades of OfficeMate 8 to OfficeMate version 10.5 ( 10.5.23 is the lastest as I write this), a few observations from my own experiences and from things I have gleaned through conversations with others who have done the upgrade:

Firewalls are not really mentioned in the installation guide, but they can definitely cause issues, especially trying to get clients to connect to the server – if you have an issue with the clients not successfully working, and you can see the files on your network share, it is most likely a firewall issue. Open task manager, look for Login.exe and if you find it running, kill that process and then turn off the firewall on your server. If it work after that you will need to go to your server and configure the firewall for the ports that your SQL installation is using.

If you are upgrading from the Access based version of OfficeMate, make sure you have a backup solution that will properly backup your SQL database file (normal file backup programs do not work properly for SQL databases). You will need either a backup program that has a SQL database backup component, such as iDrive, or you can script a backup through the SQL management console then create a scheduled task to back it up. (There are plenty of guides out there on how to do this).

Make sure that you download the latest installation files from OfficeMate IMMEDIATELY prior to installation. There is no easy way to tell the actual version of the file you download (OfficeMate doesn’t properly sign their installation files nor do they include the actual version of the OfficeMate installation in the install executable), so if you download it days or weeks prior to installation you might not have the most current version.

As I have experiened a few issues in the Server installations and database conversions, I highly suggest that you have a full bare metal backup/image of you server that you can use to roll everything back in case an installation goes bad. Even though it is time consuming to make a full backup on some servers, it is well worth the effort for peace of mind if anything.

If you have any questions or issues, feel free to contact us via our contact information at http://pensacolacomputers.com

* Pensacola Computers is not officially connected to OfficeMate software in any way, and all opinions stated are my own observations and you may experience different results. This guide is meant only as a narrative of my own experiences and is current as of the date posted.

I have been working as an IT consultant with Optometrists that use OfficeMate for over 5 years and have installed OfficeMate numerous times for 7 different practices. I have successfully done 7 upgrades in the past few months and assisted on a few others. Please feel free to contact me with any questions.

OfficeMate is an eyecare practice management software used by a large number of area eyecare offices. I have been working with OfficeMate software installations and upgrades for the past 6 years and have done quite a few new installations, upgrades and conversions. Just recently released, OfficeMate version 10.5 has been certified as a Complete EHR cy CCHIT and is part of what is needed to achieve the ‘meaningful use’ neccessary to receive federal stimulus money.

OfficeMate has had quite a history with version 10, and its release date has been changed quite a few times, and in addition its hardware requirements have also changed massively since even last July: http://web.archive.org/web/20110723232816/http://www.officemate.net/officemate_sys_req.aspx

In July, there were minimum requirements for workstations an Intel PentiumE5800 or better, and minimum Dedicated Database Server requirements of a Quad Core Xeon 3100, 4 GB RAM and a 250 GB SATA 7200 RMP Hard drive (no Raid). Since that time, OfficeMate has radically changed its requirements, they eliminated the minimum requirements and instead made the new minumum what was previously the ‘recommended’: http://www.officemate.net/officemate_sys_req.aspx

What these official changes in hardware requirements mean to the average practice is quite a bit of money $$$$, and pity any practice that based their hardware on the previous requirements (not really, but officially according to OfficeMate). The new workstations have a minimum requirement of a Core2 E8400 processor which is a bit heftier requirement than a Pentium E5800, but where the big difference lies is in the server requirements – the drive requirements change from a single SATA drive (about $100 or so for a good quality drive) to 3 15k SCSI or 10k Enterprise SATA drives which means about $750 for the drives, another $200 or so for the needed RAID controller card, plus another $100 or so for the needed power supply upgrades. This of course assumes you don’t need extra imaging storage which would of course raise the price substantially more.

Now OfficeMate information states: Failure to meet hardware and system requirements may lead to an unsuccessful upgrade, including the inability to install or run v10.5 on your computers in your office.

The Upgrade guide actually states: “You will not be able to install the software on computers that do not meet the stated requirements” – somewhat false, basically for the server, if you have 4GB of RAM, regardless of anything else, it should install. I actually installed the server version on a $400 i3 single hard drive system with 4 GB of RAM that I bought from Office Depot to use as a test and it installed fine (I wouldn’t recommend using it for more than a few clients, but it did install) – in addition I have installed it successfully on a number of Virtual machines using 4 GB of RAM and as little as a single core of processing power. I also installed the client software on a number of older Pentium 4 single core machines (purely as a test, I got it to install on a system with only 512MB of RAM and it actually ran no slower than version 8 had on that same machine).

**NOTE: I would of course advise coming as close to the stated requirements in order to have an optimum experience, but it should be noted that if you have hardware that is close, you ‘should’ be ok.

I have done a number of full start from scratch test installs as well as a number of ‘in production use’ upgrades for clients, and so far I have not had any complete failures, although there have been some issues with firewalls, one database conversion that failed on the first attempt (not really sure why, but it worked on the second attempt – thankfully I had a full server backup to roll everything back!). The official guides from OfficeMate are not completely accurate, nor do they deal with all the issues properly. My next post will detail the issues I have had, as well as steps to take to ensure a proper upgrade experience: OfficeMate version 10.5 Software upgrade and installation guide – dealing with real world OfficeMate installations and upgrades for hardware and software.

For questions, please contact: Pensacola Computers at http://pensacolacomputers.com

* Pensacola Computers is not officially connected to OfficeMate software in any way, and all opinions stated are my own observations.