Software Installation Guide, Dictaphone Enterprise Speech System

Transcription

Software Installation Guide
Dictaphone® Enterprise Speech System
Version 8.3 for iChart
Trademarks
Nuance®, the Nuance logo, Dictaphone®, EXSpeech®, Enterprise Workstation®, and iChart® are trademarks or registered
trademarks of Nuance Communications, Inc. or its affiliates in the United States and/or other countries. All other
trademarks referenced herein are trademarks or registered trademarks of their respective owners.
Patents
The Enterprise Speech System product is protected under one or more of the following patents: 5,179,627; 5,216,744;
6,038,199; 6,308,158; 6,578,0007; 6,314,331; 6,671,567 and 6,738,784, and is the subject of pending U.S and foreign
patent applications.
Copyright Notice
This manual is copyrighted and all rights are reserved by Nuance Communications, Inc. No part of this publication may be
reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language or computer language, in
any form or by any means, electronic, mechanical, magnetic, optical, chemical, manual, or otherwise, without the prior
written permission of Nuance Communications, Inc., 1 Wayside Road, Burlington, MA 01803.
Copyright © 2012 Nuance Communications, Inc. All rights reserved.
Disclaimer
Nuance makes no warranty, express or implied, with respect to the quality, reliability, currentness, accuracy, or freedom
from error of this document or the product or products referred to herein and specifically disclaims any implied warranties,
including, without limitation, any implied warranty of merchantability, fitness for any particular purpose, or noninfringement. Nuance disclaims all liability for any direct, indirect, incidental, consequential, special, or exemplary
damages resulting from the use of the information in this document. Mention of any product not manufactured by Nuance
does not constitute an endorsement by Nuance of that product.
Notice
Nuance Communications, Inc. is strongly committed to creating high quality voice and data management products that,
when used in conjunction with your own company’s security policies and practices, deliver an efficient and secure means of
managing confidential information.
Nuance believes that data security is best maintained by limiting access to various types of information to authorized users
only. Although no software product can completely guarantee against security failure, the Enterprise Speech System
software contains configurable password features that, when used properly, provide a high degree of protection.
We strongly urge current owners of Nuance products that include optional system password features to verify that these
features are enabled! You can call our support line if you need assistance in setting up passwords correctly or in verifying
your existing security settings.
Published by Nuance Communications, Inc.
Burlington, Massachusetts, USA
Visit Nuance Communications, Inc. on the Web at www.nuance.com.
L-3507-001
07/2012
Contents
Chapter 1: Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Selecting the Applications to Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
System Administrators’ Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Transcription Users’ Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About the Host Selector Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
3
3
3
4
Chapter 2: Configuring the Microsoft Word Settings . . . . . . . . . . 5
Configuring the Microsoft Word Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Word Add-Ins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Deleting Previously-Installed Microsoft Office Components . . . . . . . . . . . . . . 8
Word as Outlook Default Email Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Uninstalling Unapproved Versions of Word . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Word 2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Setting the View Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Setting the General Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Setting the Edit Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Setting the Print Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Setting the Save Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Setting the Compatibility Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Setting the Spelling and Grammar Options . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Setting the Track Changes Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Setting the Security Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Setting the Text Services Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Word 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Setting the Style Set Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Setting the Word 2007 Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Word 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Chapter 3: Installing EXText, Correction Client, and RightFax . . 53
Installing the Enterprise Text Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Installing the Correction Client Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Installing the RightFax Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
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Software Installation Guide for Dictaphone® Enterprise Speech System
Chapter 4: Installing EXVoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Installing the Enterprise Voice Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Chapter 5: Installing Customization Client . . . . . . . . . . . . . . . . . . 65
Installing the Customization Client Application . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Chapter 6: Installing Enterprise Editor . . . . . . . . . . . . . . . . . . . . . 71
Overview of Installing the Enterprise Editor Application . . . . . . . . . . . . . . . . . . . 72
Hardware and Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Overview of the Installation Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Checking for and Installing the .NET Framework 3.5 SP1 and Hot Fixes . . . . . . 74
Checking for the .NET Framework and Hot Fixes— Windows XP . . . . . . . . 74
Checking for the .NET Framework and Hot Fixes—Windows Vista . . . . . . . 75
Checking for the .NET Framework 3.5.1—Windows 7 . . . . . . . . . . . . . . . . . 78
Downloading and Installing the .NET Framework . . . . . . . . . . . . . . . . . . . . . 78
Downloading the .NET Framework Hot Fixes . . . . . . . . . . . . . . . . . . . . . . . . 81
Installing the .NET Framework Hot Fixes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Checking for and Installing the .NET Framework 4 and Security Updates . . . . . 91
Checking for .NET Framework and Security Patches in the Windows XP
Operating System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Downloading and Installing .NET Framework . . . . . . . . . . . . . . . . . . . . . . . . 92
Downloading the .NET Framework Security Updates . . . . . . . . . . . . . . . . . . 97
Installing the Enterprise Editor Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Installing the Enterprise Editor Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Using the Self-Extracting Prerequisites File . . . . . . . . . . . . . . . . . . . . . . . . . 106
Windows Installer 3.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Other Required Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Microsoft SQL Server 2005 Express SP2 . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Update for Office 2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
MDAC 2.8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Using the Site Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Prerequisite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Adding the New Host Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Selecting the New Site and Upgrading the Software . . . . . . . . . . . . . . . . . 116
Uninstalling the Enterprise Editor Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Chapter 7: Installing the Host Selectors . . . . . . . . . . . . . . . . . . . 123
Installing the Host Selectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Enterprise Voice Host Selector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
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Enterprise Text Host Selector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Appendix A: Workstation Access Rights . . . . . . . . . . . . . . . . . . 137
Minimum Workstation Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Word Client/Correction Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Enterprise Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Appendix B: Word Client Checkout Procedure . . . . . . . . . . . . . 141
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Word Client Checkout Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Appendix C: Enterprise Editor Checkout Procedure . . . . . . . . . 147
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Enterprise Editor Checkout Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Appendix D: Enterprise Workstation Checkout Procedure . . . . 155
EWS ESig and Self-Edit Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding the Web Server as a Trusted Site . . . . . . . . . . . . . . . . . . . . . . . . . .
Testing eSig/Self-Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Testing Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
156
156
157
159
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iv
Chapter 1
Introduction
1
Installation Overview
This document contains the instructions and procedures you need to follow to set up and
configure each user’s workstation. You will need to:
1.
2.
3.
4.
For Word Client/Correction Client and Enterprise Editor, ensure that your administrative
user login has the necessary access rights on the workstation. Refer to the check list in
Appendix A.
Log on to your workstation as an administrative user.
Refer to Knowledge Base Solution #12207 for antivirus exclusions and other
recommendations.
Ensure that the workstation meets all the prerequisites for the applications you intend to
run on it. Refer to resource document ESSA001 for operating system, memory, and other
requirements.
Caution: It is very important that you ensure that the workstation meets ALL
requirements before you begin the installation process.
5.
6.
7.
Install and configure Microsoft® Word, if it is required for the applications you are using.
Configuration instructions begin on page 5.
Install the applications you intend to use. To determine which applications you need, refer
to “Selecting the Applications to Install” on page 3.
Run each application, and allow the application to auto-upgrade to the latest version if
needed.
Important Notes:
• Installing applications requires that you log on to the workstation as an administrative
user. If you do not have administrative rights on your workstation, contact your system
administrator or IT department.
• Before installing Enterprise Text, Enterprise Editor, or Enterprise Workstation®, you
must install Microsoft Word, along with any applicable service packs, and configure it
according to Nuance specifications. For more information about required and
recommended Word settings, refer to the procedures beginning on page 5.
• If connectivity to multiple servers is required, contact your Nuance Healthcare service
representative or project manager and refer to the section on About the Host Selector
Applications.
• You must have a license to run each of the Enterprise applications. See your system
administrator for information on licensing.
2
Chapter 1: Introduction
Selecting the Applications to Install
Consult your Nuance representative to obtain the installation files referenced in this chapter.
The applications you need to install depend on the job functions of the person using the
workstation. Refer to “About the Host Selector Applications” on page 4 for some important
information regarding the host selector applications.
Note: You must be logged into your workstation with administrative privileges to install the
applications.
System Administrators’ Workstations
System administrators typically use the following applications:
• Enterprise Voice
• Enterprise Text
• Customization Client
• EXText tools (Routing Queue Viewer and EXText System Monitor)
• RightFax
Transcription Users’ Workstations
Transcription users need either Word Client (with TransNet) or Enterprise Editor. Word Client
with Enterprise Speech requires installation of Correction Client as well. Users who connect
Word Client to more than one server, or who switch between Word Client and Enterprise
Editor, need the Enterprise Text Host Selector application. Other applications can be installed
at the discretion of the system administrator.
For versions of Enterprise Editor prior to 8.0, you must set up at least one site using the Site
Installer (page 111). In versions 8.0 and higher, you can set up sites directly from the
Enterprise Editor login dialog box.
3
About the Host Selector Applications
Beginning with Version 7.0, all users who connect the client applications to more than one
server are required to use the Enterprise Text and Enterprise Voice Host Selector applications.
The host selectors provide an efficient way to switch between servers. Because system
upgrades do not always occur on all servers at the same time, the various servers are not
always loaded with the same version of the software. Switching from one server to another
can therefore require a time-consuming download and upgrade each time. The host selector
applications streamline the process of switching servers by storing the configuration data for
each server on your workstation.
Note: Enterprise Editor has its own host selection capability; it does not require the use of
the Host Selector to switch between servers. Word Client users who want to switch to
Enterprise Editor, however, must run the Enterprise Text Host Selector before starting
Enterprise Editor.
For more information about these applications, refer to “Installing the Host Selectors,” on
page 123.
4
Chapter 2
Configuring the
Microsoft Word Settings
5
Configuring the Microsoft Word Settings
This chapter provides the required settings for Word 2003, Word 2007, and Word 2010 for
Enterprise Editor and Word Client. Refer to the instructions that apply to your version of Word.
The Word settings described in this chapter are necessary for the Word Client or Enterprise Editor
software to function correctly with Word. If you fail to set the options exactly as shown here, it is
likely that Word Client or Enterprise Editor will not perform properly.
For Enterprise Editor 7.5.2.4 and higher, the software automatically makes some of the settings
for you when you first open a document, therefore you need only confirm that the required,
recommended, and optional settings for your version of Word have been made. In addition, be
sure to review these sections:
•
“Word Add-Ins” below
•
“Uninstalling Unapproved Versions of Word” on page 9
•
“Deleting Previously-Installed Microsoft Office Components” on page 8
•
“Word as Outlook Default Email Editor” on page 8
•
“Setting the Style Set Option” on page 22 (for Word 2007)
All required and recommended settings are provided here for your reference.
Caution: Ensure that the default driver for the local printer is installed on the workstation.
This driver must be a copy of the driver added to the server on which the EXText router
service resides; the same driver should also be loaded on the administrator’s workstation
prior to any setup of templates.
Word Add-Ins
Caution: This section includes instructions for modifying the workstation’s registry settings.
Only advanced Windows users should attempt these actions. Be sure you have backed up the
registry and are familiar with the procedure for restoring it before making the changes
described in this section. Incorrect registry settings can result in software malfunction and
permanent data loss, and might require re-installation of the operating system.
Word add-ins can interfere with proper functioning of Word Client or Enterprise Editor.You
should uninstall all or most Word add-ins before attempting to run Word Client or Enterprise
Editor. Because there are many add-ins available, and many possible combinations of add-ins,
and because some work successfully with the Nuance software and others interfere with its
performance, it is impossible to provide a comprehensive set of recommendations as to which
add-ins to permit and which to remove. The Stedmans add-in has been found, in general, to
work with Word Client and Enterprise Editor. The Office Live, Star Radiology (HBOC), and
Adobe add-ins are known to create conflicts.
As customer, it is your responsibility to test Word Client or Enterprise Editor and determine
whether it functions correctly with the add-ins that are installed, and to remove any that create
6
Chapter 2: Configuring the Microsoft Word Settings
a conflict. If Word Client or Enterprise Editor does not function correctly, you should check
the workstation for any Word add-ins and then test for better performance with one or more of
them removed. It is recommended that you completely uninstall the add-ins rather than just
de-selecting them.
Checking for Word Add-Ins
To check for Word add-ins:
1.
2.
In the main Word window, select Tools > Templates and Add-Ins.
Select the Templates tab.
Deleting Word Add-Ins
Add-ins can be removed/disabled using the following methods:
• Uninstall the add-in through Control Panel > Add/Remove Programs.
• Set the LoadBehavior to 0, or delete the key for that add-in through the registry under
HKEY_CURRENT_USER\Software\Microsoft\Office\Word\Addins.
• Remove the add-in file from the Microsoft Word/Office startup folder.
• Follow the procedures in Knowledge Base Solution #13528 for Word 2003 or #13529 for
Word 2007.
7
Deleting Previously-Installed Microsoft Office
Components
Under HKEY_CURRENT_USER\Software\Microsoft\Office you will find keys
relevant to each version of Microsoft Office installed on the workstation. Often
previously-installed components will still be present here. Office Version 11 (2003) is the
latest version compatible with Word Client/Correction Client. If you see Office\12.0 or
Office\14.0 keys here, this indicates the presence of Office 2007 or Office 2010 components.
Other than compatibility packs, these components must be completely removed/uninstalled.
If additional versions are present here but not showing under Add/Remove Programs, delete
the “Data” key as highlighted below for any version other than the current installation version.
If the data key for your present version is deleted, it will be automatically recreated next time
Microsoft Word is launched.
Word as Outlook Default Email Editor
If you designate Word as your Outlook default email editing program, it is likely that Word
Client or Enterprise Editor will not function correctly if email is open.
In Word 2007, do not open email and do not have other instances of Word open while using
Word Client or Enterprise Editor. For all other versions of Word, follow the procedure below
to remove Word as the Outlook default editor.
8
To remove Word as the Outlook default editor:
1.
2.
3.
From the main Microsoft Outlook window, select Tools > Options.
Select the Mail Format tab.
Clear the Use Microsoft Word to edit e-mail messages check box.
4.
Click OK.
Uninstalling Unapproved Versions of Word
Only the approved versions of Word may be used with Enterprise Editor or Word Client.
Before running Enterprise Editor or Word Client, you must remove any old or unapproved
Word versions from the workstation. Failure to cleanly uninstall these versions of Word or
Office can cause the Nuance software to malfunction.
If you are unable to uninstall Word using the Add or Remove Programs feature in the
Windows Control Panel, then follow the instructions in this Microsoft Knowledge Base
article.
9
Word 2003
Use this section if the workstation is running Microsoft Office 2003 Professional Edition or
Word 2003 Standalone. When you have made the settings, close all applications and restart
the workstation.
Notes:
• Before you begin, you must exit (not just log off) the Enterprise Editor, Word Client,
and EXText Explorer applications. Then start Microsoft Word to open a blank
document.
• You must set the circled items to the values shown. It is recommended, but not required,
that you also set the other items as shown.
• EX Editor 7.5.2.4 and higher only: When you start the software and when you first
open a document, the software automatically sets the required (circled) items to the
values shown; you do not need to configure them.
Circled settings
must be set as
shown. In EX Editor
7.5.2.4 and higher,
these options are
set automatically.
10
All other settings
shown are
recommended, but
not required.
Setting the View Options
To set the view options (Word 2003):
1.
With a blank document open in Word, select Tools > Options from the menu bar.
2.
On the View tab, set the options as shown below.
3.
Click OK, or select another tab to set more options.
11
Setting the General Options
To set the general options (Word 2003):
12
1.
2.
On the General tab, set the options as shown below.
3.
Setting the Edit Options
To set the edit options (Word 2003):
1.
2.
On the Edit tab, set the options as shown below.
3.
13
Setting the Print Options
To set the print options (Word 2003):
14
1.
2.
3.
On the Print tab, set the options as shown below.
Setting the Save Options
To set the save options (Word 2003):
1.
2.
3.
On the Save tab, set the options as shown below.
15
Setting the Compatibility Options
To set the compatibility options (Word 2003):
1.
2.
On the Compatibility tab, select the Microsoft Office Word 2003 option from the
Recommended options for: drop-down list.
Ensure that none of the check boxes is selected. Scroll down to see all of the check boxes.
3.
4.
16
Setting the Spelling and Grammar Options
To set the spelling and grammar options (Word 2003):
1.
2.
3.
On the Spelling and Grammar tab, make the settings shown below.
17
Setting the Track Changes Options
To set the track changes options (Word 2003):
18
1.
2.
3.
On the Track Changes tab, make the settings shown in the illustration below.
Setting the Security Options
To set the security options (Word 2003):
1.
2.
On the Security tab, set the options as shown below.
19
20
3.
Click Macro Security. The Security dialog box opens.
4.
5.
On the Security Level tab, select Low.
Click OK.
6.
Setting the Text Services Options
To set the text services options (Word 2003):
1.
In the Windows Control Panel, select Language and Regional Options.
The Text Services and Input Languages dialog box opens.
2.
3.
4.
In the Installed Services group, remove all the items except Keyboard.
Click Apply.
Click OK.
Tip: Clicking the Add... button opens a dialog box where you can restore any
installed services you need when not using EX Editor or Word Client.
21
Word 2007
Follow the procedures in this section if the workstation is running Microsoft Office 2007 or
Word 2007 Standalone.
You will need to:
• Set the style set default option, which affects line and paragraph spacing
• Set all other Word 2007 options
When you have completed the procedures below, close all applications and restart your
workstation.
Note: Before you begin, you must exit (not just log off) the Enterprise Editor, Word Client, and
EXText Explorer applications. Then start Microsoft Word to open a blank document.
Setting the Style Set Option
The new default settings in the Word 2007 style set can cause line and paragraph spacing to
display incorrectly in Enterprise Editor. To prevent this from occurring, you must change the
style set to Word 2003.
To set the Word 2007 line and paragraph spacing options:
1.
2.
3.
22
Ensure that Enterprise Editor and EXText Explorer are not running on the workstation.
Open Word 2007.
Select the Home tab.
4.
Select Change Styles > Style Set > Word 2003.
5.
Select Change Styles > Set as Default.
Setting the Word 2007 Options
To set the Word 2007 options:
1.
2.
Open a blank document in Word 2007.
Click the Office button at the upper left corner of the Word window.
23
3.
4.
Click Word Options.
In the Word Options window, configure the settings as shown in each of the following
sections.
Notes:
• Enterprise Editor 7.5.2.4 and higher only: When you first start the application and
values shown; you do not need to configure them. This section provides the
recommended and required settings for your reference.
Any circled
settings must be
set as shown. In
EX Editor 7.5.2.4
and higher, these
options are set
automatically.
5.
24
All other settings
shown are
recommended, but
not required.
When you have finished making the settings, click OK to exit the Word Options window,
and then close Word 2007.
Popular Options
Set the Popular options as shown below.
25
Display Options
Set the Display options as shown below.
26
Proofing Options
Set the Proofing options as shown below.
Save Options
Set the Save options as shown below.
Notes:
• The EX Editor application will override the Save files in this format setting by
specifying the older Word document format (*.doc).
27
• For the AutoRecover file location, Default file location, and Server drafts location,
keep the default locations that have been set by Word.
Keep default
file location
Keep default
file location
Advanced Options
Set the Advanced options as shown on the following pages.
28
Keep default
file location
Advanced Editing Options
Advanced Cut, Copy, and Paste Options
29
Advanced Show Document Content Options
Advanced Display Options
30
Advanced Print Options
Advanced Save Options
31
Advanced Preserve Fidelity When Sharing This Document Options
Advanced General Options
Advanced Compatibility Options
32
Trust Center Settings
To configure the Trust Center settings:
1.
2.
3.
In the Word Options window, click Trust Center.
Click Trust Center Settings to continue.
For Add-Ins, ActiveX Settings, Macro Settings, Message Bar, and Privacy Options
items, configure the settings as shown on the following pages.
Trust Center Add-Ins
33
Trust Center ActiveX Settings
Trust Center Macro Settings
34
Trust Center Message Bar
Trust Center Privacy Options
35
Word 2010
Note: Word 2010 must have SP1 applied in order for it to work with this product.
To set the Word 2010 options:
1.
2.
3.
Open a blank document in Word 2010.
Click File > Options.
In the Word Options window, configure the settings as shown in each of the following
sections.
Notes:
• Enterprise Editor 7.5.2.4 and higher only: When you first start the application and
values shown; you do not need to configure them. This section provides the
recommended and required settings for your reference.
Any circled
settings must be
set as shown. In
EX Editor 7.5.2.4
and higher, these
options are set
automatically.
4.
36
All other settings
shown are
recommended, but
not required.
When you have finished making the settings, click OK to exit the Word Options window,
and then close Word 2010.
General Options
Set the General options as shown below.
37
Display Options
Set the Display options as shown below.
38
Proofing Options
Set the Proofing options as shown below.
39
Save Options
Set the Save options as shown below.
Notes:
• The EX Editor application will override the Save files in this format setting by
specifying the older Word document format (*.doc).
• For the AutoRecover file location, Default file location, and Server drafts location,
keep the default locations that have been set by Word.
Keep default
file location
Keep default
file location
Keep default
file location
40
Advanced Options
Set the Advanced options as shown on the following pages.
Advanced: Editing Options
41
Advanced: Cut, Copy, and Paste; Image Size and Quality Options
42
Advanced: Show Document Content Options
Advanced: Display Options
43
Advanced: Print Options
Advanced: Save Options; and Preserve Fidelity When Sharing Options
44
Advanced: General Options and Compatibility Options
45
Trust Center Settings
To configure the Trust Center settings:
1.
2.
3.
In the Word Options window, click Trust Center.
Click Trust Center Settings.
For Trusted Documents, Add-Ins, ActiveX Settings, Macro Settings, Protected View,
Message Bar, File Block Settings, and Privacy Options items, configure the settings as
shown on the following pages.
Trust Center: Trusted Documents
46
Trust Center: Add-Ins
Trust Center: ActiveX Settings
47
Trust Center: Macro Settings
Trust Center: Protected View
48
Trust Center: Message Bar Settings
49
Trust Center: File Block Settings
50
Trust Center: Privacy Options
51
52
Chapter 3
Installing EXText,
Correction Client, and
RightFax
53
Installing the Enterprise Text
Applications
Note: Before you begin the procedures in this section, ensure that you have installed
Microsoft Word and configured it according to the specifications given. See “Configuring
the Microsoft Word Settings” on page 5.
This section provides instructions for installing the current version of the Enterprise Text
applications on administrators’ or transcriptionists’ workstations.
For system administrators who will use the Enterprise Text applications and for
transcriptionists who will use Word Client without Enterprise Speech, follow the procedure
below to install the current version of the Enterprise Text applications.
You will need:
•
EXT Client.msi
For transcriptionists who will use Word Client with Enterprise Speech, follow the procedure
below to install the Enterprise Text client applications and then follow the procedure on
page 59 to install the Correction Client application. You will need:
•
EXT Client.msi
•
Correction Client 1.0.msi
For all Word Client installations, be sure to perform the Word Client checkout procedure in
Appendix B after you have completed the installation.
To install the Enterprise Text applications:
1.
2.
3.
4.
54
Double-click the file EXT Client.msi. The installation starts.
When the License Agreement is displayed, read it and click Yes to continue.
In the Network Protocol box, click Next.
In the Address box, enter the address of your server.
Chapter 3: Installing EXText, Correction Client, and RightFax
5.
Select the type of installation:
6.
7.
• Administrator—Installs all of the Enterprise Text applications.
• Transcriptionist—Installs the applications for a basic transcription workstation.
• Custom—In most cases, you will not need to use this option.
After making the appropriate selection for the workstation, click Next > to continue.
Accept the defaults for the Folder name and location and click Next > to continue.
55
8.
When prompted, select the shortcuts that you want to place on the desktop. System
administrators should select Word Client and Explorer; transcriptionists should
select Word Client. Then click Next >.
9. In the Start Copying Files box, click Next >.
10. In the InstallShield Wizard Complete box, click No if you are going to continue
installing Enterprise Text applications or click Yes if you are finished installing the
Enterprise Text applications.
11. Click Finish.
Note: If this workstation is to be used for editing draft documents in Word
Client, you must install the Correction Client software. Continue with the
procedure below.
56
Installing the Correction Client Software
If the workstation is to be used for editing of speech-recognized draft documents in
Word Client, you must install the Correction Client software. You will need:
•
Correction Client 1.0.msi
To install the Correction Client software:
1.
Double-click the file Correction Client 1.0.msi. The InstallShield Wizard opens.
57
58
2.
Click Next >.
3.
Click Install. The installation begins.
4.
At completion of the install process, click Finish.
Installing the RightFax Application
To install this application, you will need:
•
rightfax_install.exe
To install the RightFax application:
1.
2.
3.
4.
5.
6.
7.
Double-click file rightfax_install.exe to start the installation.
In the Dictaphone RightFax Installer box, click Install.
Click Next >.
Enter your name in the User Name field and your company or facility name in the
Organization field and click Next >.
In Setup Type box, click Next >.
In the Ready to Install box, click Install.
In the Complete box, click Finish.
59
60
Chapter 4
Installing EXVoice
61
Installing the Enterprise Voice
Applications
This section provides instructions for installing the current version of the Enterprise Voice
applications. Unlike the Enterprise Text installation, you must install each file on the
workstation separately.
•
EXV Explorer—Install this application for users who manage the setup and configuration
of the Enterprise Voice system. (Dictaphone_EXV_Explorer.exe)
•
EXV Job Lister—Install this application for users who manage the jobs on the Enterprise
Voice system. (Dictaphone_EXV_JobLister.exe)
•
EXV TransNet—Install this application for users who transcribe jobs from the Enterprise
Voice system. Those using Word Client with integrated TransNet or Enterprise Editor
might not need this application. (Dictaphone_EXV_TransNet.exe)
Important: You must have a connection to your server in order to run these
applications. Refer to “About the Host Selector Applications” on page 4,
“Installing the Host Selectors,” on page 123, and “Using the Site Installer” on
page 111 (for versions prior to 8.0) if you need to connect to more than one
server.
To install the Enterprise Voice applications:
1.
2.
3.
Double-click the .exe file for the application you want to install. The installation starts.
In the Dictaphone EXV InstallWizard box, click Next.
Enter your name in the User Name field, enter your company or facility name in the
Organization field, and click Next >.
4. In the Destination Folder box, click Next > to accept the default location.
5. In the Ready to Install box, click Install.
6. Click Finish.
7. Repeat Steps 1-6 as required to install the remaining applications required for the
workstation.
8. When you have installed all the Enterprise Voice applications on the workstation, start
one of the applications by double-clicking the shortcut icon on the desktop.
9. In the Language Selection dialog box, click English and Don’t ask me this again
and click OK.
10. In the License Agreement dialog box, read the license agreement, click Do not show
this again, and click Yes.
11. When the EXV Commander Selection dialog box opens, click New and configure
your server connection.
62
Chapter 4: Installing EXVoice
For example:
12. Click OK to save this setting and return to the EXV Commander Selection dialog
box.
13. Be sure the correct server entry is selected and click OK to log on to the application.
Tip: To set this server as the default so that you are not prompted to select a
server the next time you start an Enterprise Voice application, click Set as
default, Save for all users, or both before clicking OK.
The application upgrades, if necessary. Close the application when the upgrade
process is complete.
14. Repeat Steps 8 through 13 for each Enterprise Voice application you installed.
63
64
Chapter 5
Installing Customization
Client
65
Installing the Customization Client
Application
This section provides instructions for installing the Customization Client application on a
system administrator’s workstation. You will need:
• Dictaphone_EXS_Customization_Client.exe
To install the Customization Client application:
1.
66
Double-click the file Dictaphone_EXS_Customization_Client.exe. The installation
starts.
Chapter 5: Installing Customization Client
2.
Click Next > to continue. The wizard displays the customer information text fields.
67
68
3.
Type your user ID and organization name, and click Next >. The wizard displays the
default destination folder.
4.
Accept the default destination folder and click Next >. The wizard is ready to begin
the installation.
Chapter 5: Installing Customization Client
5.
Click Install to begin the installation process.
6.
Select Launch Dictaphone EXS Customization Client and click Finish.
OR
Click Finish. Then select Start > All Programs > Dictaphone > Dictaphone EXS
Customization Client.
69
7.
8.
9.
If applicable, you are prompted to select a language model. Select the appropriate
option and click OK.
You are prompted to download the latest software.
Click No.
If you have not previously set up this workstation to connect to an EXVoice server, the
EXV Commander Selection dialog box opens.
a. Click New. The New EXV server registration dialog box opens.
b. Type the server Name.
c. Select TCP/IP as the Protocol.
d. Type the server’s IP address in the Address text box.
e. Click OK.
f. Select the server from the list and click OK.
10. The Login dialog box opens. Enter your Enterprise Speech login ID and password.
11. Press Enter or click OK. The Customization Client window opens.
If you receive the error shown below, it is likely that Port 5521 is blocked on your
network. You should coordinate with the your IT representative to ensure that this port
is open.
70
Chapter 6
Installing Enterprise Editor
71
Overview of Installing the Enterprise
Editor Application
Hardware and Software Requirements
Note: Windows 7 is supported in Version 8.1 and higher. All other requirements in this
section are applicable to any version 7.5 and higher.
Installation of Enterprise Editor requires:
• Pentium 4 processor or equivalent
• Network card and a connection to the network on which your EXText and EXVoice
servers reside
• Any of the following operating systems:
– Microsoft Windows 7 (only for Version 8.1 and higher)
– Microsoft Windows Vista® Business, Ultimate, Home Basic, or Home Professional,
with Service Pack 2 or Service Pack 3
– Microsoft® Windows® XP Home or Professional Edition with Service Pack 3
• Any of the following Microsoft Word versions:
–
–
–
–
–
–
Microsoft Office 2010 32-bit edition only
Microsoft Word 2010 with Service Pack 1
Microsoft Office 2007 with Service Pack 2
Microsoft Word 2007 Standalone with Service Pack 2
Microsoft Office 2003 Professional with Service Pack 3
Microsoft Word 2003 Standalone with Service Pack 3
Caution: Enterprise Editor does NOT support any Word editions limited to
non-commercial use, Word 2003 Student/Teacher edition, Word 2007 Home and
Student Edition, Word 2000, or any version of Word not in the list above. Office
2010 64-bit, including Word 2010 64-bit, is not supported.
• Screen resolution of 1024 x 768 with a 17-inch monitor for optimum viewing
• RAM requirements: The memory requirements given here refer not to installed RAM,
but to free RAM, that is, RAM available to be dedicated to the Nuance applications. For
example, if a workstation is equipped with 1 GB of RAM, but half of that is required
by a graphics card, that workstation does not meet the minimum requirements.
– Windows 7 (Version 8.1 and higher): 2 GB required, 4 GB preferred
– Windows Vista: 2 GB required, 4 GB preferred
– Windows XP: 1 GB required, 2 GB preferred
• Four GB free hard drive space
72
Chapter 6: Installing Enterprise Editor
• Soundblaster™ or Soundblaster-compatible sound card with speakers or headset
• .NET Framework 3.5 Service Pack 1 and its updates
• .NET Framework 4.0 and its security updates
• Several Microsoft-supplied components, most or all of which are likely already on
your workstation. It is recommended that you attempt the installation first. If any
components are missing, the installer stops and provides a list of the missing items.
You can then obtain the prerequisites file from your Nuance representative, install the
files you need, and rerun the Enterprise Editor installation.
Overview of the Installation Process
You will need to:
1.
2.
3.
4.
5.
Ensure that .NET Framework 3.5 Service Pack 1 and its family updates (or higher) are
installed on your computer. Refer to Checking for and Installing the .NET Framework
3.5 SP1 and Hot Fixes beginning on page 74.
Ensure that .NET Framework 4.0 and its security updates are installed on your
computer. Refer to Checking for and Installing the .NET Framework 4 and Security
Updates beginning on page 91.
Begin installing the Enterprise Editor software (page 101). If you are missing any
prerequisites, the software stops the installation process and provides a list of the
missing items.
Only if the installation fails because a prerequisite file is missing:
a. Obtain the prerequisites file from your Nuance representative. The prerequisite
package includes all of the required components, but you need to install only the
ones your workstation is missing.
b. Install the prerequisites you need, following the instructions in Installing the
Enterprise Editor Prerequisites beginning on page 106.
c. Begin the Enterprise Editor software installation again (page 101).
For versions prior to 8.0, use the Site Installer to create at least one host site. For 8.0
and later, follow the instructions in the Enterprise Editor Courseware and Reference
Guide to create the necessary site(s) from within the Enterprise Editor application.
Have the transcriptionist log into Windows with his or her own Windows login. Then
start the Enterprise Editor software. It is important that the first launch of the
Enterprise Editor software be under the transcriptionist’s Windows login, not the
administrative user account you used to install the software.
73
Checking for and Installing the .NET
Framework 3.5 SP1 and Hot Fixes
Enterprise Editor 8.1 and prior versions require .NET Framework 3.5 SP1 and its family
updates. Before you begin installing Enterprise Editor, check your workstation to ensure
that the .NET Framework has been installed. Follow the instructions in this section to
download and install any missing files.
Checking for the .NET Framework and Hot Fixes—
Windows XP
To check for the .NET Framework and hot fixes on an XP system:
1.
2.
3.
4.
Select Start > Control Panel.
Double-click Add or Remove Programs.
Place a check mark in the Show Updates check box, if this option is not already
selected.
In the list of programs:
a. If Microsoft .NET Framework 4.0 is in the list, your workstation has satisfied the
workstation requirement for the .NET Framework, and you are ready to install
Enterprise Editor. Skip the rest of this procedure and continue with “Installing the
Enterprise Editor Software” on page 101.
b. If Microsoft .NET Framework 2.0 SP2 is in the list, check for hot fix KB958481.
If that hot fix is not there, place a check mark next to KB958481 in the table below.
c. If Microsoft .NET Framework 3.0 SP2 is in the list, check for hot fix KB958483.
If that hot fix is not there, place a check mark next to KB958483 in the table.
d. Check for Microsoft .NET Framework 3.5 SP1.
• If it is not there, place a check mark next to both Microsoft .NET Framework
3.5 SP1 and KB958484 in the table.
• If it is there, check for hot fix KB958484. If that hot fix is not there, place a
check mark next to KB958484 in the table.
Item
74
Missing
Microsoft .NET Framework 3.5 SP1
❑
KB958481
❑
KB958483
❑
KB958484
❑
5.
Based on the table, take the appropriate action:
If you did not check off any items in the table, you are ready to begin installing the
Enterprise Editor software. Continue with “Overview of Installing the Enterprise
Editor Application” on page 72.
If you checked off Microsoft .NET Framework 3.5 SP1, continue with:
• “Downloading and Installing the .NET Framework” on page 78
• “Downloading the .NET Framework Hot Fixes” on page 81
• “Installing the .NET Framework Hot Fixes” on page 83.
If you did not check off the .NET Framework but you did check off one or more of the
hot fixes, continue with:
Checking for the .NET Framework and Hot Fixes—
Windows Vista
To check for the .NET Framework 3.5 SP1 and hot fixes on a Vista system:
1.
2.
Select Start > Control Panel > Programs > Uninstall or Change a Program.
Check for Microsoft .NET Framework 3.5 SP1 or Microsoft .NET Framework 4.0.
75
If Microsoft .NET Framework 4.0 is in the list, your workstation has satisfied the
requirement for the .NET Framework, and you are ready to install Enterprise Editor.
Skip the rest of this procedure and continue with “Installing the Enterprise Editor
Software” on page 101.
Otherwise, if Microsoft .NET Framework 3.5 SP1 is not in the list, place a check mark
next to both Microsoft .NET Framework 3.5 SP1 and KB08484 in the table below.
Item
3.
4.
76
Missing
Microsoft .NET Framework 3.5 SP1
❑
KB958481
❑
KB958483
❑
KB958484
❑
Continue with Step 3 to determine whether you are missing any of the necessary hot
fix(es).
Select Start > Control Panel > View Installed Updates.
In the list of updates, take the following actions to determine which hot fixes you need
for any .NET Framework versions already installed on your workstation:
5.
a. If Microsoft .NET Framework 2.0 SP2 is in the list, check for hot fix KB958481.
b. If Microsoft .NET Framework 3.0 SP2 is in the list, check for hot fix KB958483.
c. If Microsoft .NET Framework 3.5 SP1 is in the list, check for hot fix KB958484.
Based on the table in Step 2, take the appropriate action:
If you did not check off any items in the table, you are ready to begin installing the
If you checked off Microsoft .NET Framework 3.5 SP1, continue with:
• “Downloading and Installing the .NET Framework” on page 78
If you did not check off the .NET Framework but you did check off one or more of the
hot fixes, continue with:
77
Checking for the .NET Framework 3.5.1—Windows 7
To check for the .NET Framework 3.5.1 on Windows 7:
1.
Select Start > Control Panel. The Windows Control Panel window opens.
2.
3.
Select Programs and Features.
Select Turn Windows Features On or Off.
4.
Click to place a check mark next to Microsoft .NET Framework 3.5.1, if this feature
is not already selected.
Click OK. You are ready to begin installing Enterprise Editor; continue with
“Installing the Enterprise Editor Software” on page 101.
5.
Downloading and Installing the .NET Framework
If .NET Framework 3.5 Service Pack 1 is not on your workstation, follow the procedures
below to download and install it. Then continue with “Downloading the .NET Framework
Hot Fixes” on page 81 and “Installing the .NET Framework Hot Fixes” on page 83.
To download .NET Framework 3.5 SP1 installation file:
1.
2.
78
Go to the Microsoft download page for .NET Framework 3.5 Service Pack 1.
Click Download. A security message appears.
3.
4.
Click Save.
Navigate to and select a folder in which to save the installation file and click Save. The
.NET installation file, dotnetfx35setup.exe, is saved on your workstation in the folder
you specified.
To install .NET Framework 3.5 Service Pack 1:
1.
2.
Navigate to the folder in which you saved the downloaded installation file.
Double-click file dotnetfx35setup.exe. A warning message appears.
3.
4.
5.
Click Run.
Select the check box to accept the license agreement.
Click Install. The .NET Framework installation processes begin.
79
6.
80
Click Exit when the installation is complete.
7.After you have finished installing .NET Framework 3.5 SP1, restart your computer,
and then install the hot fix(es) you need. Continue with “Downloading the .NET
Framework Hot Fixes” on page 81.
Downloading the .NET Framework Hot Fixes
Follow this procedure to download the hot fixes you need, based on the table you filled out
on page 74 (for XP systems) or page 75 (for Vista systems).
To download the hot fix(es) on an XP system:
1.
In your web browser, go to the update page for .NET Framework 3.5 for XP.
81
2.
Scroll down and click Download next to the hot fix you need.
3.
4.
5.
6.
7.
Select Save at the warning prompt.
Navigate to and select a folder in which to save the download file.
Click Save. The hot fix installation file is stored in the folder you specified.
Repeat these steps for each hot fix you need.
When you have finished downloading the files, continue with “Installing the .NET
Framework Hot Fixes” on page 83.
To download the hot fixes on a Vista system:
1.
82
In your web browser, go to the update page for .NET Framework 3.5 for Vista.
2.
Scroll down and click Download next to the hot fix you need.
3.
4.
5.
6.
7.
Select Save at the warning prompt.
Navigate to or select a folder in which to save the installation file.
Click Save. The hot fix installation file is stored in the folder you specified.
Repeat these steps for each hot fix you need.
When you have finished, continue with the procedure below to install the hot fix(es).
Installing the .NET Framework Hot Fixes
Allow about twenty minutes for installing the hot fixes. There are separate procedures for
installing them on XP and on Vista. Be sure to follow the procedure for your operating
system.
Install only the hot fixes you are missing, based on the table you filled in on page 74 (for
XP systems) or page 75 (for Vista systems).
Caution: If you are installing more than one of the hot fixes, it is important that you
install them in the order given below:
1. KB958481
2. KB958483
3. KB958484
This order might not be the order in which the installation files were listed on the
Microsoft download page.
Installing the Hot Fixes on an XP System
Follow the procedures below to install the hot fix(es) on an XP system.
To install hot fix KB958481 on an XP system:
1.
2.
Navigate to the folder in which you saved the downloaded installation file(s).
Double-click file NDP20SP2-KB958481-x86.exe.
83
3.
Click Run at the warning prompt. The installation begins.
4.
Click Next >.
5.
Click the check box to accept the license terms, and click Next >. The installation
continues.
When the installation is complete, click Finish.
6.
84
7.
Follow the procedures below to install KB958483 and KB958484, if needed, in that
order. Otherwise, you are ready to begin installing the Enterprise Editor software.
Continue with “Overview of Installing the Enterprise Editor Application” on page 72.
1.
2.
3.
Navigate to the folder in which you saved the downloaded installation files.
85
4.
Click Next >.
5.
continues.
When the installation is complete, click Finish.
Continue with the procedure below to install KB958484, if needed. Otherwise, you are
ready to begin installing the Enterprise Editor software. Continue with “Overview of
Installing the Enterprise Editor Application” on page 72.
6.
7.
1.
2.
3.
86
4.
Click Next >.
5.
continues.
87
6.
When the installation is complete, click Finish. You are ready to begin installing the
Installing the Hot Fixes on a Vista System
Follow the procedures below to install one or more hot fixes on a Vista system. If you are
installing more than one, be sure to install them in the order shown.
To install hot fix KB958481 on a Vista system:
88
1.
2.
Navigate to the folder in which you saved the downloaded installation file(s).
Double-click file Windows6.0-KB958481-x86.msu. A confirmation message appears.
3.
Click OK to continue. The installation begins, and you see one or more progress
indicators.
4.
When installation of this hot fix is complete, continue with the procedures below to
install hot fixes KB958483 and KB958484, if needed, in that order. Otherwise, you are
ready to begin installing the Enterprise Editor software. Continue with “Overview of
Installing the Enterprise Editor Application” on page 72.
1.
2.
3.
Double-click file Windows6.0-KB958483-x86.msu. A confirmation message appears.
Click OK to continue. The installation begins, and you see one or more progress
indicators.
4.
When installation is complete, continue with the procedure below to install hot fix
KB958484, if needed. Otherwise, you are ready to begin installing the Enterprise
Editor software. Continue with “Overview of Installing the Enterprise Editor
Application” on page 72.
1.
2.
3.
Click Next >.
89
90
4.
Select the check box to accept the license terms, and click Next >.
5.
Click Finish.
6.
You are ready to begin installing the Enterprise Editor software. Continue with
“Overview of Installing the Enterprise Editor Application” on page 72.
Checking for and Installing the .NET
Framework 4 and Security Updates
Before you begin installing Enterprise Editor 8.3, check your computer to ensure that the
.NET Framework 4 and any necessary security updates have been installed. If any of these
items is missing, you can follow the instructions in this section to download and install it.
Checking for .NET Framework and Security Patches
in the Windows XP Operating System
Note: The information in this section is based on the Windows XP operating system. By
default, Windows 7 comes with the required .NET Framework 4 already installed.
To check for .NET Framework 4 and security patches:
1.
2.
3.
4.
Open your Windows Control Panel.
Double-click Add or Remove Programs.
Place a check mark in the Show Updates check box, if this option is not already
selected.
In the list of programs, scroll down and look for Microsoft .NET Framework 4.
• If you do not see this program, you must install it before you can install the
Enterprise Editor software. Downloading and Installing .NET Framework
beginning on page 92 for instructions on how to install this software.
• If you do have .NET Framework 4 installed, check to see if there are any security
updates installed (as of the date of this document, those updates are KB2604121,
KB2656368, KB2656405, and KB2656351). If you do not have these security
updates installed, we recommend that you install them at this time. However, they
are not a requirement for Enterprise Editor. Downloading the .NET Framework
Security Updates beginning on page 97 for instructions on how to install these
security updates.
91
Downloading and Installing .NET Framework
Note: The information in this section is based on the Windows XP operating system. By
default, Windows 7 comes with the required .NET Framework 4 already installed.
If .NET Framework 4 is not on your computer, follow the procedures below to download
and install it. Then continue with “Downloading the .NET Framework Security Updates”
on page 97.
To download .NET Framework 4 installation file:
1.
2.
92
Go to the Microsoft download page for .NET Framework 4:
(http://http://www.microsoft.com/en-us/download/details.aspx?id=17851).
Click Download. A security message appears.
3.
Click Save.
4.
Navigate to and select a folder in which to save the installation file and click Save. The
installation file, dotNetFx40_Full.exe, is saved on your computer in the folder you
specified.
To install .NET Framework 4:
1.
2.
3.
Navigate to the folder in which you saved the downloaded installation file.
Double-click file dotNetFx40_Full.exe. A warning message appears.
Click Run.
93
4.
5.
94
Select the check box to accept the license agreement.
Click Install.
The .NET Framework installation process begins.
95
96
6.
Click Finish when the installation is complete.
7.
After you have finished installing .NET Framework 4, restart your computer, and
then install the security updates. Continue with “Downloading the .NET Framework
Security Updates” on page 97.
Downloading the .NET Framework Security Updates
Note: The illustrations in this section are based on the Windows XP operating system. The
screens for a Windows 7 installation will look slightly different but contain the same basic
information.
Follow this procedure to download the security updates .NET Framework 4.
To download the security updates:
1.
2.
From the Start menu on your computer, locate and click Windows Update. The
Microsoft Update window opens in a web browser.
Click Custom.
3.
The updater looks at your computer’s current updates and presents a list of highpriority updates.
Select all updates that pertain to .NET Framework 4.
97
Note: The illustration below shows only one high-priority update; your results
might show several updates. In addition, the high-priority updates in the list
might pertain to Windows products other than .NET Framework 4.
4.
98
Click the Review and install updates link.
5.
Make sure the updates you want to install are selected and click Install Updates.
The installer begins installing the updates.
99
When all of the updates have finished installing, the installation results window opens.
6.
7.
100
Close the browser window and reboot your computer.
Continue with the next section to install and configure the Enterprise Editor software.
Installing the Enterprise Editor Software
Allow about 20 minutes for installing the Enterprise Editor software. Before you begin, be
sure the .NET Framework 3.5 Service Pack 1 and its family updates, and .NET Framework
4.0 and its security updates, have been installed on your computer. See Checking for and
Installing the .NET Framework 3.5 SP1 and Hot Fixes beginning on page 74, and Checking
for and Installing the .NET Framework 4 and Security Updates beginning on page 91.
Installation of the Enterprise Editor software requires that several other Microsoft-supplied
components be installed on your workstation. Depending on your operating system, service
pack, and Word version, some or all of these components might already be present. It is
recommended that you begin by attempting to install the Enterprise Editor software. If
required components are missing, the Enterprise Editor installation stops and prompts you to
install the missing components. Make a note of which items are missing. Refer to Installing
the Enterprise Editor Prerequisites beginning on page 106 and then follow the procedure
below to resume installation of the Enterprise Editor software.
To install the Enterprise Editor software:
1.
Double-click the installation file provided by your Nuance representative. The
Welcome prompt appears.
101
102
2.
Click Next > at the Welcome prompt. The Destination Folder prompt appears.
3.
At the Destination Folder prompt, accept the default destination folder, or click and
then navigate to and select another folder. Click Next >. The Ready to Install prompt
appears
4.
Click Install to begin the installation process.
5.
At the Welcome to the EX Editor Site Install Wizard prompt, click Next >. The
EXText Connection Settings prompt appears.
6.
At the EXText Connection Settings prompt:
a. Type the name you want to assign the site in the Site name field.
b. Type the Enterprise Text server’s IP address in the Address field
c. Accept the default TCP/IP as the Protocol.
d. Under Voice server configuration, select Use local voice server settings.
103
7.
Click Next >. The Local EXVoice Connection Settings prompt appears.
8.
At the Local EXVoice Connection Settings prompt:
a. Type the Enterprise Voice server’s IP address in the Address field.
b. Accept the default TCP/IP as the Protocol.
Click Next >. The Ready to Install the Program prompt appears.
9.
104
10. At the Ready to Install the Program prompt, click Install. The installation begins.
11. When the installation is completed, click Finish.
105
Installing the Enterprise Editor
Prerequisites
You need to use this section only if you have attempted to install the Enterprise Editor
software and the installation has stopped because your workstation is missing one or more of
the prerequisites.
When you begin installing Enterprise Editor, the installer checks your workstation
automatically for some required items. If they are all present, the installation proceeds.
Otherwise, you will see one of the messages described in the following sections. The message
you see depends on which items are already on your workstation and which items still need to
be installed.
This section provides instructions for obtaining the prerequisite files from the Microsoft web
site. The files are also available in a self-extracting file you can obtain from your Nuance
representative.
Using the Self-Extracting Prerequisites File
You will need:
• EXEditor Prerequisites.exe
To extract the installation files:
1.
2.
Double-click the file EXEditor Prerequisites.exe. A security warning appears.
Click Run. The extraction process begins.
3.
Accept the default extraction folder, EX Editor, or click Browse... and select a
different folder.
Click Unzip. The installation files are extracted and placed in the folder you selected.
4.
106
Windows Installer 3.1
This component is required for all Enterprise Editor configurations, and it is a
requirement for some of the other prerequisites as well. Therefore, if the Windows
Installer 3.1 is not on your workstation, the Enterprise Editor installation stops
immediately, and you see a message indicating that the “instmsi” file, or similar, is
missing. Follow the procedure below.
To download and install Windows Installer 3.1:
1.
2.
3.
4.
5.
6.
7.
Cancel the Enterprise Editor installation.
If you used the self-extracting file to obtain the prerequisites, skip to Step 6. Otherwise
continue with Steps 3, 4, and 5 to obtain Windows Installer 3.1 from the Microsoft
web page.
Go to the Microsoft download page for this application.
On the Microsoft download page, click the Download button next to the Windows
Installer 3.1 executable file.
At the prompt click Save, and save the file to any folder on your workstation.
Double-click the installation file, WindowsInstaller-KB893803-V2-X86.exe, and
follow any instructions provided.
When you have finished installing Windows Installer 3.1, begin the Enterprise Editor
installation again.
• If all the other required components are present on your workstation, the
installation continues, and you can skip the other procedures in this document. No
further action is required.
• If any required components are missing, continue with the procedure below.
Other Required Components
If any required components other than Windows Installer 3.1 are missing from your
workstation, you see this message or a similar one when you begin the Enterprise Editor
installation. The message lists the required items the installer did not find. In the example
below, Microsoft SQL Server 2005 and the Update for Microsoft Office 2003 were not
found.
107
Place a check mark next to the items that were not found on your workstation:
Microsoft SQL Server 2005 Express SP2
Update for Microsoft Office 2003
MDAC 2.8
❑
❑
❑
Then take the appropriate action(s) on the following pages to install each of the checked
items. When you have finished installing them, begin the Enterprise Editor installation
again.
Microsoft SQL Server 2005 Express SP2
If this component is not on your workstation, the Enterprise Editor installer downloads
and installs it automatically.
To install SQL Server 2005:
1.
108
Click Install. The Enterprise Editor installer retrieves the software from Microsoft
and installs it. The process takes about five minutes, and you see several messages,
progress bars, and other indications that the software is being downloaded and
installed.
When the SQL Server 2005 installation is completed:
• If no other Enterprise Editor prerequisites are missing, the Enterprise Editor
installation continues, and you can skip the rest of this procedure and the other
procedures in this document; no further action is required.
• If another prerequisite for Enterprise Editor is missing, you see a message
indicating that the Enterprise Editor installation is stopping.
Click OK to exit the Enterprise Editor installation, and follow the instructions
beginning on the next page to install the remaining component(s).
Update for Office 2003
You might need to install this item if you have Word 2003.
To install Update for Office 2003:
1.
continue with Steps 2, 3, and 4 to download Update for Office 2003 from the
Microsoft web site.
109
2.
3.
Click Download.
4.
5.
At the prompt click Save, and save the file in a folder on your workstation.
Double-click the installation file, office2003-KB907417-FullFile-ENU.exe, and follow
any instructions provided.
MDAC 2.8
This item is included with Windows XP Service Pack 2 or 3 and with Vista. Follow the
procedure below if for any reason the Enterprise Editor installer does not find this
software on your workstation.
To install MDAC 2.8:
1.
2.
3.
continue with Steps 2 through 5 to download MDAC 2.8 from the Microsoft web site.
On the download page, click Continue.
Microsoft confirms that you have a legitimate copy of Windows.
110
4.
Click Download.
5.
6.
At the prompt click Save, and save the file in a folder on your workstation.
Double-click the installation file, MDAC_TYP.exe, and follow any instructions
provided.
Using the Site Installer
Note: The following section is applicable only to versions of EX Editor older than 8.0. In
EX Editor 8.0 and higher, do not follow the procedures in this section to create sites; you
can create new sites directly from the EX Editor login dialog box and do not need the
separate Site Installer software.
Each system you work with must be added to your EX Editor server profile selection menu.
After initial setup of your EX Editor system, you can add or remove host sites as required.
This section outlines how to add these new sites and use them once they have been created.
111
Prerequisite
Before you begin, you must confirm that the Site Installer application file is on your
workstation.
1.
In Windows Explorer or My Computer, navigate to the folder
C:\Program Files\Dictaphone\EX Editor\SiteInstaller.
2.
3.
Confirm that the file Dictaphone.CC2.SiteInstaller.exe is in the folder.
If this file is present, you are ready to begin installing the host site; continue with the
procedure on the next page.
If the file is not present, you must first download it from your Nuance representative
and save it in this folder.
4.
112
Adding the New Host Site
To add the new host site:
1.
In Windows Explorer or My Computer, navigate to the folder
C:\Program Files\Dictaphone\EX Editor\SiteInstaller.
2.
Double-click the Dictaphone.CC2.SiteInstaller.exe file.
The CC2 Site Installer dialog box appears.
113
The first EX Editor Site - InstallShield Wizard dialog box opens.
3.
Click Next > to continue. The EXText Connection Setting dialog box opens.
4.
Enter the EXText server’s name, network address, and protocol. The network address
can be an IP address or a server name recognized by your network.
Select Use voice server settings from text server if you want EX Editor to obtain the
address and protocol settings of the EXVoice server from the EXText server.
OR
Select Use local voice server settings if you want to specify the EXVoice server
address and protocol.
5.
114
6.
7.
If you selected Use local voice server settings, click Next >, enter the network
address of the EXVoice server, and select a protocol from the drop-down list.
Click Next > to continue.
8.
Click Install to begin installing the site.
115
When the installation is complete, a message appears.
9.
Click Finish and then continue with the procedures below.
Selecting the New Site and Upgrading the Software
To work with the new host site, you must follow the procedures in this section to:
1.
2.
3.
Start or restart EX Editor.
Select the new site profile from the Server Profile drop-down list.
If required, follow the autoupgrade prompts to complete installation of the new site.
You will be prompted to perform this step only if the EX Editor version found on the
host server is not already installed on your workstation.
To select the new site and start the autoupgrade:
1.
116
From the Windows Start menu, select All Programs > EXText Client Applications
> Enterprise Express Editor.
OR
Double-click the Enterprise Express Editor icon on your desktop.
The Select Server dialog box opens.
2.
3.
4.
5.
6.
7.
Type your Logon ID and Password. If you want the system to retain your statistics
from the previous session, select the Continue Previous Session option. Otherwise,
the line count and other session statistics are reset to zero.
Select the new server profile from the Server Profile drop-down list.
Click OK.
If the version of EX Editor found on the host server has already been installed on your
workstation, you are logged in, and the main EX Editor page appears. You are ready to
begin work, and you can skip the rest of this procedure.
Otherwise, the software upgrade begins. Continue with Step 7.
A dialog box displays the progress of the software upgrade.
117
When the first wizard dialog box appears, click Next > to continue.
The EXText Connection Settings dialog box opens.
8.
9.
Type the name and IP address of the new host site. The network address can be an IP
address or a server name recognized by your network.
Select Use voice server settings from text server if you want EX Editor to obtain the
address and protocol settings of the EXVoice server from the EXText server.
OR
Select Use local voice server settings if you want to specify the EXVoice server
address and protocol.
10. If you selected Use local voice server settings, click Next >, enter the network
address of the EXVoice server, and select a protocol from the drop-down list.
118
11. Click Next >. The Ready to Install the Program dialog box opens.
12. Click Install. The Installing EX Editor Site <site name> dialog box shows the
progress of the installation.
119
13. When the installation is completed, click Finish.
Uninstalling the Enterprise Editor
Software
Follow the procedure below if you need to remove Enterprise Editor from your
workstation.
To uninstall the Enterprise Editor software from an XP workstation:
1.
2.
3.
4.
5.
6.
From the Windows Start menu, select Control Panel.
Double-click the Add or Remove Programs icon.
Click Remove a Program.
Select EX Editor Site: <site name>.
Click Remove. Click Yes at the confirmation prompt. The site is removed from your
workstation.
Select EX Editor and click Remove. Click Yes at the confirmation prompt. The
application is removed from your workstation.
To uninstall the Enterprise Editor software from a Vista workstation:
1.
2.
3.
4.
120
Click the Windows Start button.
Select Control Panel.
In the Control Panel, click Uninstall a Program.
Select EX Editor Site: <site name>.
5.
6.
7.
8.
9.
Click Uninstall/Change. If you are prompted for permission to remove the program,
click Continue.
Click Yes at the confirmation prompt. The site is removed.
Select EX Editor.
Click Uninstall/Change. If you are prompted for permission to remove the program,
click Continue.
Click Yes at the confirmation prompt. The application is removed.
121
122
Chapter 7
Installing the Host
Selectors
123
Installing the Host Selectors
Enterprise Voice Host Selector
Users who need to access multiple Enterprise Voice systems must use the Enterprise
Voice Host Selector application. The Enterprise Voice Host Selector works with versions
6.5 and later.
The following applications and versions are included in the Enterprise Voice Host
Selector:
• Job Lister, Client Viewer, Enterprise Voice Explorer, and TransNet
• Versions 6.5, 7.0 SP1, 7.0 SP2, 7.0 SP3, 7.5, 8.0, 8.1, and 8.3.
To use the Enterprise Voice Host Selector, the user must have local administrative rights
on the workstation.
To install the Host Selector, you will need:
• Dictaphone EXV Host Selector.exe
Note: After installing the Host Selector application, do not run the client applications
outside of the Host Selector. Doing so will not harm the Host Selector installation, but it
could harm or disable the applications installed prior to using the Host Selector. We also
recommend that the File > Connect menu items in the individual client applications never
be used when you are using the Host Selector.
124
Chapter 7: Installing the Host Selectors
Installing the Enterprise Voice Host Selector
1.
Double-click the file Dictaphone EXV Host Selector.exe. The first InstallShield
Wizard dialog box opens.
125
2.
126
Click Next >. The Customer Information prompt appears. Enter your User Name
and Organization in the appropriate fields.
3.
Click Next >. The Destination Folder prompt appears.
4.
Browse to and select the folder where you want to install the Host Selector application.
The default folder is C:\Program Files\Dictaphone\Dictaphone EXV
Host Selector, but you can select another folder if desired.
127
128
5.
Click Next >. The Ready to Install the Program prompt appears.
6.
Click Install to continue.
7.
The Host Selector application files are installed according to your settings. When the
installation is complete the following message appears:
8.
If you want to launch the Enterprise Voice Host Selector, select the check box and then
click Finish. Otherwise, just click Finish.
129
Uninstalling the Enterprise Voice Host Selector
Follow the procedure below to remove the Enterprise Voice Host Selector from your
workstation, if desired.
To uninstall the Host Selector application:
130
1.
Begin the installation process described on page 125. If the Enterprise Voice Host
Selector application is already installed, the following message appears:
2.
3.
Click Next >.
Select the Remove option and click Next >.
4.
Click Remove.
The uninstall process begins.
131
5.
132
At the prompt, click Finish.
Enterprise Text Host Selector
Users who connect the Enterprise Text client applications to more than one server must
use the Enterprise Text Host Selector. Follow the procedures below to install the
Enterprise Text Host Selector software. You will need:
• HostSelectorInstall.exe
Installing the Enterprise Text Host Selector
Follow the procedure below to install the Host Selector on your workstation.
To install the Host Selector application:
1.
Double-click the file HostSelectorInstall.exe. The first InstallShield Wizard dialog
box opens.
2.
Click Next >. The Install Folder prompt appears.
133
3.
Browse to and select the folder where you want to install the Host Selector application.
The default folder is C:\Program Files\Dictaphone\Host Selector, but
you can select another folder if desired.
Caution: It is strongly recommended that you not install the application in the
DocNet folder or any of its subfolders, such as DocNet\bin. These folders will be
moved when you switch from one host to another.
134
4.
Click Next >. The Archive Folder prompt appears.
5.
Enter or browse to and select the folder where you want the application to store the
archived host data. Be sure to select a drive with sufficient disk space, because all host
configurations will be stored in this drive and folder. The default folder is
C:\DNHosts.
Click Next >. The Select Program Folder prompt appears.
6.
135
7.
8.
9.
Enter or select the Start menu folder where you want the Host Selector icon to be
placed.
Click Next >. The Host Selector application files are installed according to your
settings. When the installation is complete the following message appears:
Click Finish to exit the installation.
Uninstalling the Enterprise Text Host Selector Application
Follow the procedure below to remove the Enterprise Text Host Selector from your
workstation, if desired.
To uninstall the Enterprise Text Host Selector application:
136
1.
Begin the installation process described on page 133. If the Enterprise Text Host
Selector application is already installed, the following message appears:
2.
Click OK to uninstall all components.
Appendix A
Workstation Access Rights
137
Minimum Workstation Access Rights
It is the responsibility of the customer to provide a workstation that meets or exceeds the
published requirements. Completing the following checklist reduces the chances of errors
during or after go-live.
Word Client/Correction Client
Files/Folders

Read/Write access to C:\docnet & all its subfolders and files

Read/Write access to C:\Program files\Dictaphone (if present)

Read/Write access C:\Program files\microsoft office\* and all its subfolders &
files
Registry
138

Read/write access to HKEY_CURRENT_USER\Software\Dictaphone (and
subfolders/keys)

Read/write access to HKEY_LOCAL_MACHINE\Software\Dictaphone (and
subfolders/keys)

Read/write access to HKEY_CURRENT_USER\Software\Microsoft\Office
(and subfolders/keys)

Read/write access to HKEY_LOCAL_MACHINE\Software\Microsoft\Office
(and subfolders/keys)

Read/write access to HKEY_LOCAL_MACHINE\Software\Linguistic
Technologies

Read/write access to HKEY_CURRENT_USER\vb and vba
programs\settings\Dictaphone (if present)
Appendix A: Workstation Access Rights
Enterprise Editor
Files/Folders

Read/Write C:\Documents and Settings\%userprofile%\Local
Settings\Application Data\Dictaphone\EX Editor and subfolders

Read/Write access to MS Office Startup directory (location may vary based on
Word version)

Read/Write access to C:\Program Files\Dictaphone and subfolders

Read/Write access to C:\Program Files\Common Files\Dictaphone and
subfolders
Registry

Read/Write access to HKEY_CURRENT_USER\Software\Dictaphone

Read access to HKEY_LOCAL_MACHINE\Software\Dictaphone
139
140
Appendix B
Word Client Checkout
Procedure
141
Before You Begin
Before beginning your checkout procedure, confirm the following items:

The workstation meets all minimum specifications in resource document
ESSA001.

Your login has all the access rights listed in Appendix A for Word Client.

Microsoft Word is installed.

Microsoft Word service packs have been applied.

The latest Microsoft operating system updates have been applied.

Any undesired Word add-ins have been removed. Refer to “Word Add-Ins” on
page 6.

All Word settings are configured as indicated in Chapter 2 for your version of
Word.

The system administrator has special-assigned your login a test dictation from
Job Lister, and you have confirmed the login ID with the system administrator.

Antivirus exclusions have been applied following instructions in Knowledge
Base article 12207.
Notes:
• You must be logged into the workstation as a local administrator to perform the
install/upgrade.
• Do not log into the application as a local transcriptionist unless you also logged
into the network with the same user ID. Use the logins supplied in this document.
Word Client Checkout Procedure
To confirm that Word Client has been installed and configured correctly.
1.
142
Start Word Client:
• Right-click the shortcut on the desktop and select Open
OR
• Select Start > Programs > EXText Client Applications > Word Client.
The login dialog box opens.
Appendix B: Word Client Checkout Procedure
2.
3.
4.
Type the user ID and password supplied by your system administrator.
Select Start TransNet.
If available, select Start Speech Recognition.
143
5.
Click OK or press Enter. Word Client starts and displays the EXText Transcription
Menu.
6.
Press Ctrl+D or click Start New From Dictation. The Document Information
dialog box displays the information received from the dictation system.
Provide the following information in the indicated fields:
Site Code: Type 34282. This is the Nuance test site.
Worktype ID: Type ? and select any available worktype.
Provider ID: Type ? and select any available provider.
Patient MRN: Type ? and select any available patient demographic.
Visit ID: (optional)
Order ID: (optional)
7.
144
Appendix B: Word Client Checkout Procedure
Note: If you cannot find data for any of the first four fields, which are
mandatory, confirm with your system administrator that a Site ID, Worktype,
Provider ID, and MRN have been made available for testing.
8.
Click OK or press Enter. The document opens.
If no encounter exists for this MRN, the system displays an ‘Encounter not found’
prompt. Click Yes to continue without an encounter.
145
If your site will be using EXSpeech, you see draft text in the document.
9.
10.
11.
12.
13.
Otherwise, you see a blank template for traditional transcription.
If your site will be using EXSpeech and the draft text does not appear, the test has
failed.
Play the voice job using the foot pedal. Test all foot pedal functions:
• Center—play
• Left—rewind
• Right—fast forward
Check the audio volume and clarity. You can adjust the audio by pressing F2.
Press Ctrl+N to save (spell check, save, route, upload, and sign off voice file) the
document. At the prompt, confirm that you want to complete the document.
On the main menu, click Exit EXText.
Confirm that the Word session closes. If Word does not close, the test has failed.
Note: On remote workstations, check the VPN connection, if possible, before
releasing the workstation to the transcriptionist.
146
Appendix C
Enterprise Editor
Checkout Procedure
147
Before You Begin
Before beginning your checkout procedure, confirm the following items:

The workstation meets all minimum specifications in resource document
ESSA001.

Your login has all the access rights listed in Appendix A for Word Client.

Microsoft Word is installed.

Microsoft Word service packs have been applied.

The latest Microsoft operating system updates have been applied.

Any undesired Word add-ins have been removed. Refer to “Word Add-Ins” on
page 6.

All Word settings are configured as indicated in Chapter 2 for your version of
Word.

The system administrator has special-assigned your login a test dictation from
Job Lister, and you have confirmed the login ID with the system administrator.

Antivirus exclusions have been applied following instructions in Knowledge
Base article 12207.
Notes:
• You must be logged into the workstation as a local administrator to perform the
install/upgrade.
• Do not log into the application as a local transcriptionist unless you also logged
into the network with the same user ID. Use the logins supplied in this document.
148
Appendix C: Enterprise Editor Checkout Procedure
Enterprise Editor Checkout Procedure
Note: When you log into Enterprise Editor for the first time, Word sets the location for the
normal.dot(m) file for the current Windows account that is logged in. If you are logged
into Windows as the administrator when the application is installed, and use the
transcriptionist account to log into the application, the transcriptionist will NOT be able
to access the administrator's normal.dot(m) once he or she logs into Windows for
production use, and the application will fail to load. After installation using an
administrator’s account in Windows, either log into the application with an application
user account that is dedicated solely for testing purposes (not the transcriptionist’s
account), or have the transcriptionist log into Windows to launch the application for the
first time to perform this checkout procedure.
To perform the checkout procedure:
1.
Start Enterprise Editor:
• Right click the shortcut on the desktop and select Open.
OR
2.
3.
• Select Start > Programs > EXText Client Applications > Enterprise Express
Editor.
Type the Login ID and password supplied by your system administrator, and press
Enter.
If jobs do not automatically download into the TransNet queue:
a. At the lower left corner of the window, click Pool Mode.
149
The Pool Mode Settings dialog box opens.
b. Select Self assign using criteria below.
c. In the Dictator ID(s) field, type 999999999 (nine 9’s).
d. Click OK. Three to five jobs download into the TransNet queue window, and you
return to the main menu.
Note: Draft dictations with this Dictator ID were installed by Nuance service
personnel.
150
4.
5.
Click Start new document from dictation.
The Document Information dialog box displays the information received from the
dictation system.
Provide the following information in the indicated fields:
• Site: Type 34282. This is the Nuance test site.
• Work type: Type ? and select any available worktype.
• Dictator ID: Type ? and select any available provider.
• Patient MRN: Type in ? and select any available patient demographic.
• Visit ID: (optional)
• Order ID: (optional)
Note: If you cannot find data for any of the first four fields, which are
mandatory, confirm with your system administrator that a Site ID, Worktype,
Provider ID, and MRN have been made available for testing.
151
6.
Click OK or press Enter to open the document.
If no visit information is present for the patient you selected, you see an ‘Encounter
was not found’ message:
Click Yes to continue without an encounter. The document opens.
7.
152
Confirm that draft text appears in the document. If it does not, the test has failed.
8.
9.
Play the voice job using the foot pedal:
• Center—play
• Left—rewind
• Right— fast forward
Test all foot pedal functions.
Check the audio volume and clarity.
Note: You can adjust the audio by pressing F2.
10. Press Ctrl+N to save the document (spell check, save, route, upload, and sign off the
voice file). At the prompt, confirm that you want to complete this document.
11. Click Log out on the main menu, and confirm that Word closes along with Enterprise
Editor. If Word does not close, the test has failed.
Note: On remote workstations, check the VPN connection, if possible, before
releasing the workstation to the transcriptionist.
153
154
Appendix D
Enterprise Workstation
Checkout Procedure
155
EWS ESig and Self-Edit Test
Perform the following tests from an ESig / Self Edit workstation with a PowerMic installed.
Be sure your initial login to the workstation has local administrator rights. You will also need
good name resolution (DNS) for full functionality – you might have to make entries in the
host’s file on the workstation for the EWS server.
You will need to:
•
Add the EWS Web server as a trusted site on the workstation (below)
•
Test the ESig and self-edit functions (page 157 to page 158)
•
Create and test a shortcut (page 159)
Adding the Web Server as a Trusted Site
To add the Web server as a trusted site:
156
1.
2.
3.
Open Internet Explorer.
Select Tools > Internet Options, and then select the Trusted Sites option.
Click Sites. The Trusted sites dialog box opens.
4.
5.
Type http://<web server name>/exv in the Add this website to the zone: text box.
Click Add to add the website to the Websites list.
6.
7.
Click Close to close the Trusted sites dialog box.
Click OK to save your changes.
Appendix D: Enterprise Workstation Checkout Procedure
Testing eSig/Self-Edit
In the procedures below, you will log in to EWS, dictate a test report, and sign and view
the report.
To log in:
1.
2.
3.
Type http://<web server name or IP address>/exv in the browser address line and
press Enter. The browser displays the EWS login page.
Type 34282.
Select Voice Editing. The download and setup begins, and a progress bar appears.
Note: Because this is the initial file retrieval and setup, the download might take
some time. Subsequent login times will be much shorter.
4.
5.
6.
7.
8.
Select General Medicine as the language model.
Click OK.
Complete the Mic Wizard. Following completion of this wizard, the software load
continues.
Complete the first enrollment screen, and then click Next.
Select Begin Dictation after completion of the first enrollment screen. The Visit
screen appears in a few moments. If the Visit screen does not display, select the Visit
tab.
157
To dictate a report:
1.
2.
3.
4.
5.
6.
7.
8.
On the Visits tab, select with visit ID from the Show Visits drop-down list.
Enter 123456 in the text box to the right (this is the encounter (visit) you created
earlier).
Click Go. You should see the MRN (34282) and patient name you created earlier.
Click Dictate Report or press the Dictate button on the microphone. The Dictate
window opens.
Select your worktype.
Select Dictate.
Dictate your test report. When the report is complete, press the upper left-side button
on the microphone to present your recognized dictation.
Use the “Select” and “Scratch” voice commands in your document.
To sign the document with eSig:
1.
2.
3.
Press the lower left-side button on the microphone.
Click Sign on the Validation page. The software displays the Approval dialog box.
Click Sign or press the upper left-side button on microphone. The Visits tab appears.
To view the signed document:
1.
2.
3.
4.
5.
6.
Select the Reports tab.
Select I signed [final] from the Show Reports drop-down list. Select with no time
limit in the box to the right.
Click Go. You see a report listing.
Select the last report if multiple reports are listed; this should be the report just dictated
and signed.
Click View. The system displays your report.
Optional: If the workstation is connected to a local printer, you can select Print.
Printing is normally be handled by EXText routing.
Click Cancel.
To send a document to the server:
1.
2.
3.
4.
158
Dictate a second report following the procedures given above.
When the test dictation is complete, click Send for Transcription. Acknowledge any
warnings displayed.
After the job is sent:
a. Open Job Lister and verify that the job is present.
b. While in Job Lister, listen to the audio and verify that it is present.
Continue with “Testing Shortcuts” on page 159.
Appendix D: Enterprise Workstation Checkout Procedure
Testing Shortcuts
Follow the procedure below to ensure that shortcuts are working correctly. You will need
to create a shortcut and then use it in a dictation.
To create a shortcut:
1.
2.
3.
4.
5.
6.
Click Shortcuts at the top of the EWS page.
Click New.
Type a Shortcut name, for example, leg.
Enter a sentence in the expanded text area, for example, Leg was in normal
alignment.
Click OK. Your newly-added shortcut appears.
Click Close.
To test the shortcut:
1.
Select the Visits tab.
2.
Dictate a new report following the procedures on the previous pages. In the report, use
the shortcut you just created. Precede the shortcut key word with “Dictaphone.” For
example, say “Dictaphone leg.” The expanded text should appear in the document.
Complete the report as in the procedures on the previous pages.
3.
159
160

Software Installation Guide, Dictaphone Enterprise Speech System

Transcription

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