SmartLink™ Installation Guide & User Manual
Contents
1. Full Control box has been checked to enable sufficient permissions for The OCS SLT service to run properly If either of these check boxes are disabled then further adjustment to the selected user must be made by your IT department Once the proper level of permissions have been granted to the user that will be the Log On account for the OCS SLT service click OK to close the folder s Properties dialogue 2007 OCS Inc Page 26 of 29 SmartLink Installation Guide Version 1 7 Phase 3 Identify the polling folders within the OCS Service Manager l 2 3 4 D 6 7 8 9 10 11 Open the OCS Service Manager Click on the Browse Folder button for the desired polling folder Click on My Network Places Click on Entire Network Click on Microsoft Windows Network Click on the node for the domain that will host the polling folder Navigate to and click on the node for the actual polling folder Click OK to close the Browse Folder Dialogue The UNC path should now be displayed in the appropriate label of the configuration utility Repeat steps 8 above for each polling folder that will be used to collect files to send to OCS via the OCS SLT service Close the SLI Configuration Utility Phase 4 Set the domain user as the Log On user for the OCS SLT service 1 2 Open the Windows Control Panel Services Management form Find the OCS SLT service OCS SmartLink Transfer and doubl2. Installed The disk space held reflect the requirements of the options you have selected Disk Space Required 922 k Dish Space Remaining 2941957 k ize Installation Wizard c Back Cancel 6 The Start Installation screen will appear Click Next 2007 OCS Inc Page 7 of 29 SmartLink Installation Guide Version 1 7 QOS amanti Cien Start Installation You are now ready to install OCS 5 martLink Client Press the Mest button to begin the installation or the Back Button to reenter the installation information ice Installation Wizarnd Cancel 7 If you checked the box to install OCS SLT in the Select Components screen the following screen will appear Close all other programs and click Next Welcome ta OCS Smartlink Transfer Setup wae program This program will install OCS Smartlink J Transfer on your computer Ibis strongly recommended that you exit all Windows programs before running this Setup Progra Click Cancel to quit Setup and close any programs you have running Click Nest ta continue with the Setup programi WARMING This program is protected by copyright law and International treaties Unauthonzed reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the masimum extent possible under jaw Cancel 2007 OCS Inc Page 8 of 29 SmartLink
3. for This Account Click the Browse button to the right of the text box to open the Select User dialogue Oo On the Select User dialogue form click the Locations button O On the Locations dialogue form navigate to and select the node for the domain that will host the polling folders then click the OK button 7 Back on the Select User dialogue form enter the first few characters of the logon name that will be used to run the OCS SmartLink Client service 00 Click the Check Names button to fill in the rest of the user s logon O Click OK to close the Select User dialogue and return to the service Properties Log On tab 10 Clear the Password and Confirm Password text boxes and enter the Log On user s password with confirmation 11 Click OK to close the Properties dialogue for the OCS SLT service 12 Click the Start hot link in the left side of the services list pane of the Services Management form to activate the OCS SmartLink Client service 2007 OCS Inc Page 28 of 29 SmartLink Installation Guide Version 1 7 Appendix B OCS SmartLink Transfer Flow Diagram Agency Network Internet OCS Server Work Local Folder a Computer m Agency Computer 2007 OCS Inc Page 29 of 29
4. network If you need assistance or have questions or concerns please contact OCS Client Services at 866 641 8324 or email tech ocsys com FEATURES SmartLink has the following features 1 Easy installation wizard a Standard installation b Custom installation 2 Flexible installation points a Agency network b Single agency computer NOTE The process described herein does interact with your MIS system specifically the MIS database First the tool runs read only queries on your database to pull your benchmarking data and create files for transfer Second the OCS SLIT service transfers a copy of the files To OCS The service does not manipulate or change the data contained in the original database The master record remains in your agency s MIS system If you have any additional questions please contact OCS Client Services at 866 641 8324 or email tech ocsys com 2007 OCS Inc Page 3 of 29 SmartLink Installation Guide Version 1 7 HARDWARE amp SOFTWARE REQUIREMENTS Hardware Pentium Ill Class Processor 1 5 GHz or better 1 GB RAM Minimum larger as needed 24 X CD ROM 40 GB EIDE 7200 RPM hard drive 200MB free space Integrated Intel 10 100MB NIC Broadband Internet such as cable or DSL required Software NOTE Microsoft Windows 2000 2003 or XP Microsoft NET Framework version 2 0 MSI Installer 3 1 Microsoft Internet Explorer 6 0 or higher smartLink will upgrade your system to the NET 2 0 Framework a
5. If you answered YES to enable the email feature this is where you will enter the SMTP mail server name or IP i e mysmtpserver 128 162 3 101 Enter Email Server Info TOU Can use either the F address or server name If ou do not know this information at this time pou will be able to enter it later in the OCS Serice Manager Vi here 1 our email server located Cliek the OF button te continue Click Cancel to abort the installation 21 If you answered YES to enable the email feature this is where you will enter the email address of the person to be notified Enter Email Information Who should recerce notitication if the SLT service shuts down Thou do not know this information at this time pou will be able to enter it later in the OCS Semice Manager Enter the email notification address Click the OF Button to continue Click Cancel to abort the installation cance 2007 OCS Inc Page 15 of 29 SmartLink Installation Guide Version 1 7 22 YOU will be asked if SmartLink transfer will operate behind a proxy firewall If your agency uses a proxy firewall select Yes If your agency does not use a proxy firewall select No and skip to step 28 OCS SmartLink Transfer Proxy Settings Ea L z ak F Will Smartlink Transfer be operating trom behind a proxy server or other type of firewall that would prevent it from communicating with the OCS web service RS 23 Enter the user
6. Installation Guide Version 1 7 8 OCS SLT will be installed in the default directory circled below Click Next if This is the desired location If you wish to install in a different location click the Browse button and select the location Then click Next 6 Setup will install OCS Smartlink Transfer in the following folder To install into a different folder click Browse and select another folder You can choose nat to install OCS Smartlink Transter by clicking Cancel to exit Setup l i M Destination Folder T CAD Cie rv cesi Cs z LT D Browse Cancel You are now ready to instal OCS Smartlink Transfer Press the Next Dutton to begin the installation or the Back button to reenter the installation information Cancel 2007 OCS Inc Page 9 of 29 SmartLink Installation Guide Version 1 7 10 Setup will now search your computer for previous installations of OCS_SLT If a previous installation is found it will be uninstalled and then will proceed to the following screen Click OK K Searching your computer L Please wait while we search for a previous x L installation of OCS SLT This may take few minutes Cancel 11 In the text box enter a seven character long unique ID Some variation of your agency name is recommended Then click OK Unique Identifier Provide a unique ID SEVERN characters long This IE will be used to identity tes being Uploaded f
7. OF button to continue Click Cancel to abort the installation 2 7 Enter the IP address of the proxy firewall server and select OK Firewall Credentials IP Address Please enter the network location IP Address of the server that hosts the prospfirewall what IS the IF Address of the proxy firewall server Click the OF button te continue Click Cancel to abort the installation 2007 OCS Inc Page 18 of 29 SmartLink Installation Guide Version 1 7 28 SmartLink is now installed select Finish 36 OCS_SmartLink_Client amp OCS Smartlink ient has been successtully installed Wa Press the Finish button to exit this installation m I LAG 2007 OCS Inc Page 19 of 29 SmartLink Installation Guide Version 1 7 CONFIGURATION amp USER INSTRUCTIONS Upon completing your installation you will find two new folders on your desktop LA Any file placed in your Upload folder will automatically be submitted to OCS via a secure web service mechanism Upload ily Use OCS Service Manager to modify the configuration settings that you L selected during installation OCS Services Manager Configuration SmartLink Configuration LL 0CS Service Manager m ime Smartlink Settings SLT Settings ED The OCS Smartlink Chent Serice te curently not running Vendor Mame Vendor Version Historical Data Years a Split data into groups of 7 N onthe m Walt time i
8. SmartLink Installation Guide Version 1 7 TOCS LEADING HEALTHCARE INSIGHT Smartlink Installation Guide amp User Manual Revised 22 May 2008 1818 East Mercer Street Seattle Washington 98112 Local 206 325 3396 Toll Free 888 325 3396 Fax 206 720 6018 Email tech ocsys com SmartLink Installation Guide TABLE OF CONTENTS 63515 544 5 eee eee eee ee ee oe nn eee eee eee eee HARDWARE amp SOFTWARE REQUIREMENTS 2 cceeeeeeeeeeeeeees INSTALLATION INSTRUCTIONS sss ssssss ss eeesss eee eee eeeeeeeeeeeeeeeeeeeeeeeees CONFIGURATION amp USER INSTRUCTIONS sss sss ssesss sse eesss sees a a SKI T Instructions for Alternative Configurations lade ee ne ee OCS SmartLink Flow Diagram 2007 OCS Inc Version 1 7 Page 2 of 29 SmartLink Installation Guide Version 1 7 OVERVIEW Welcome to the installation guide and user manual for OCS SmartLink The following instructions will walk you step by step through this tool It is important that you read and follow these instructions exactly SmartLink streamlines the submission of data to OCS by retrieving files directly from your MIS database This new service utilizes a web service mechanism called OCS SLIT to transmit your data directly to OCS Before you begin installing please have your system administrator or your designated technical personnel review the following information in order to properly setup SmartLink on your
9. account configured for the proxy firewall and select OK Firewall Credentials User Name Please enter the user name of the account that will have permission to pass through the firewall Wd hat is the name of the user account Click the OF button to continue Click Cancel to abort the installation cancel 2007 OCS Inc Page 16 of 29 SmartLink Installation Guide Version 1 7 24 Enter the password for the user name you entered in the previous step and select OK Firewall Credentials User Password Please enter the user password of the account that Wil have permission to pass through the resi whatis the password for the user account Click the OF button to continue Click Gancel to abort the installation 25 Enter the domain name for the proxy server and select OK Firewall Credentials Domain Name Please enter the domain name for which this account will be active Whati the domain name for the proxy server Click the UK Button to continue Click Cancel to abort the installation cancel 2007 OCS Inc Page 17 of 29 SmartLink Installation Guide Version 1 7 26 Enter what port will be used by OCS SLT to access the Internet through the proxy firewall and select OK Firewall Credentials Port Number Please enter the port number to be used by the OCS Smartlink T anster service wiht is the pork number that E LS SLT val use Click the
10. e click to display the Properties dialogue Click the Log On tab and select the option button for This Account Click the Browse button to the right of the text box to open the Select User dialogue On the Select User dialogue form click the Locations button On the Locations dialogue form navigate to and select the node for the domain that will host the polling folders then click the OK button Back on the Select User dialogue form enter the first few characters of the logon name that will be used to run the OCS SLIT service Click the Check Names button to fill in the rest of the user s logon Click OK to close the Select User dialogue and return to the service Properties Log On tab 2007 OCS Inc Page 27 of 29 SmartLink Installation Guide Version 1 7 10 Clear the Password and Confirm Password text boxes and enter the Log On users password with confirmation 11 Click OK to close the Properties dialogue for the OCS SLI service 12 Click the Start hot link in the left side of the services list pane of the Services Management form to activate the OCS SLT service Phase 5 Sef the domain user as the Log On user for the OCS SmariLink Client service 1 Open the Windows Control Panel Services Management form 2 Find the OCS SmaritLink Client service OCS _ SmartLink_Client and double click to display the Properties dialogue a Click the Log On tab and select the option button
11. e folder with the same name as the zip file 3 Launch the installation by double clicking SmartLink EXE from within the separate folder created in step 2 above 4 The installation wizard appears Click Next 3 OCS_SmartLink Client Welcome to OCS Smartlink ient Setup program This program will install OCS Sroartlink Client on your computer kis strongly recommended that you est all Windows programs before running this Setup Frogram Click Cancel to quit Setup and clase any programs you have running Click Next to continue with the Setup program WARNING This program i protected by copyright law and International treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and Will be prosecuted to the masimum extent possible under law Cancel 2007 OCS Inc Page 6 of 29 SmartLink Installation Guide Version 1 7 5 The Select Components screen will appear By default both options will be checked You may uncheck the box next to OCS_SLI if it is already installed on this machine However we highly recommend you install this version of OCS SLT along with OCS_SmartLink to ensure that you have the latest version Click Next 2 OCS_SmartLink_ Client Select Components In the options list if ocs SLT BA L below select the checkboxes for the iv OLS_smartLink afb k options that pou would like to have
12. ect a falder from which you would like to upload files to OCS This folder will be the primary Upload folder Please do not use the root folder of pour disk drive Le CA ota folder on a network path Enter the location forthe main polling folder _OxO0te Blat250 Compaq CompChecker cpge Custom G lt 2007 OCS Inc Page 12 of 29 SmartLink Installation Guide Version 1 7 15 If you choose to add an Extra Polling folder 1 click Yes If not click No Note A polling folder is a folder from which OCS SLT can copy OASIS or billing files to the Upload folder for transmission to OCS Example Polling folder contains your electronic claim billing files Select Polling Folder 1 Select a folder tram which you would like to upload files to OCS This folder will be polled in addition to the Upload folder you already selected Please do not use the toot folder a pour disk drive 1e CA Select folder to poll for files to send to OCS EA Bilings Add Extra Polling Folder 1 Ea Would you like to add another tolder from df which to Upload data to OCS Cancel 16 Just as with step 15 you will be asked if you want to create an Extra Polling folder If you chose to add an Extra Polling folder 2 click Yes if not click No 17 If you wish to create backups of the files you will be transmitting click Yes If not click No Keep Uploaded File Backups Ea you Upload The backups wou
13. es are automatically moved to the Work folder where they are zipped and encrypted If you opted to keep a backup copy if is made to the backup folder at this point 3 Files are automatically transferred to OCS using a secure HIPAA compliant web upload process OCS SLT uses AES 256 bit encryption 2007 OCS Inc Page 24 of 29 SmartLink Installation Guide Version 1 7 Appendix A Instructions for Alternative Configurations If you configure your OCS SLT service with all polling folders located on the same machine running the service the default settings should work i e service Log On user is Local System account However this configuration may not meet your requirements so we must look into other security and permissions options Frequently when dealing with security and permissions issues the settings for the service s user account get out of sync with the security and permissions of the folder being accessed Typically this happens when we make a change to the user account or shared folder that should work but doesn t This may occur because the key changes are not made to all objects involved domain user folder permissions and OCS SLT service properties in the correct sequence or active at the same time Another potential issue is that the use of a Mapped Drive as the polling folder for OCS SLT Mapped drives do not behave the same across various network domain configurations To help avoid the use of Mapped Drives and en
14. igure SmartLink with the correct Database Connection information This field will be populated with the path you specified when installing OCS SLT This can only be changed through the SLT settings tab specify the email server through which SmartLink will send error reports This can only be changed through the SLT Settings tab specify the email address of the computer operator Smartlink will generate an email to this operator if the service fails This can only be changed through the SLI Settings tab Displays your agency s unique OCS SLI identification This gets appended to each filename that is transferred from your organization to OCS Your Agency ID OASIS M0010 6 digit number used to identify your files when received by OCS Choose the frequency of data submissions and the time each day that the files are sent Page 21 of 29 SmartLink Installation Guide Version 1 7 SLT Configuration oe LL OCS Service Manager a oeg Smartlink Settings LT Settings ED The OCS Smartlink Transfer Service is curently Running Polling Folders Main Polling Path C A OCS Services OCS_SLT4FileLploadsLUpload Polling Path 1 iia Polling Path 2 Transfer Delay Interval E I minutes Allow File Rename es i Backup Files No Backup Directory C OCS Services OCS_SLT FileUpload BackLp iia Keep uploaded File Log View Uploaded File Log View Log View Error Log view Log Email Server Location Se
15. ld be stored in gt Would vou like to create backups of all tiles that j 7 LULUS Services UL SLT FieUpload BackUp 2007 OCS Inc Page 13 of 29 SmartLink Installation Guide Version 1 7 18 If you wish to keep a log of the files you transmif click Yes If not click No If you click yes the file path which contains the log files is listed Keep Log of Uploaded Files Ea Would you like to keepa log of all files that you upload The Log file would be located at k CANOCSSernvicessOCS SLT FileUploadSubmittedF iles Log Yes No 19 If you wish to be notified by email when OCS SLT has stopped running or a significant problem has occurred click YES You must know the SMTP mail server name or IP address i e mysmtpserver 128 162 3 101 of the server that will process messages and the address of the recipient to enable this feature If you do not have this information when installing OCS SLT you can click NO and provide the information later in the configuration management utility E mail Notification IF uou would lke to receve email notification when OCS SLT service has stopped unexpectedly then click YES Fyon do not know your mail server name or do Hot wish to receive emails from this application you should click N0 You willbe able to update these settings later in the OCS Serice Manager Ho Cancel 2007 OCS Inc Page 14 of 29 SmartLink Installation Guide Version 1 7 20
16. n seconds between each data pull 10 r Create Trace Log file Yes iw View Log Database Connection string lea Output Folder ED LS aervez ULUS SLT SFileUpload Upload Email Server Location Send Email to Test Email Unique Identifier l Install Key Agency ID schedule Details send data Hourly BA Even 0 Week Schedule Time 17 00 Fh E 2007 OCS Inc Page 20 of 29 SmartLink Installation Guide Vendor Name Vendor Version Historical Date years Split data into groups of Wait time in seconds between each data pull Create Trace Log File Database Connection String Output Folder Email Server Send mail to Unique Identifier Agency ID Schedule 2007 OCS Inc Version 1 7 Enter the name of your MIS Vendor Ask OCS tech support if you are unsure Consult OCS Tech Support for this information Enter the number of previous years for which you want SmartLink to send historical information to OCS Depending on the size of your database you may wish to split the data into small groups by data range Consult OCS tech support for the optimal group size for your agency Represents the time in seconds between data pulls from your database Consult OCS tech support for the optimal time Allows you to choose whether or not to keep a log of all data pulls and where to store the log file Click the ellipsis to conf
17. nd Email ta Test Email Unique Identifier Agency ID l Defines the location of your Upload folder Anything placed in Main Polling Path nis folder will be automatically submitted to OCS Defines the location of additional polling folders You have the ability to select 2 folders whose files will be automatically copied to the Upload folder for submission to OCS For example Polling Polling Path 2 Path 1 might contain your organization s OASIS export files while Polling Path 2 might contain your electronic claim billing files Polling Path 1 Extra Polling Folders For most agencies Polling Paths 1 amp 2 will be sufficient However if 2007 OCS Inc Page 22 of 29 SmartLink Installation Guide Allow File Rename Backup Files Backup Directory Keep Uploaded File Log View Uploaded File Log View Error Log Unique Identifier Agency ID Upload Sequence Using Polling Folders Version 1 7 your MIS vendor drops OASIS amp or billing files to a specific directory structure then it might be better to have a list of additional folders that will be searched by the OCS SLI service You can create that list by clicking the Extra Polling Folders button in the top section of the OCS Service Manager This will display a form to assist with the selection of additional folders and save that list to the service s settings Renames the files in polling folders to OriginalFileName _TOOCS ext when set to Ye
18. nd the MSI Installer 3 1 software component if your Operating System does not currently have it installed This will occur for Windows 2000 and Windows 2000 Server operating system versions Service Pack 4 for both All newer Operating systems ship with the NET 2 0 Framework 2007 OCS INC Page 4 of 29 SmartLink Installation Guide Version 1 7 INSTALLATION INSTRUCTIONS IMPORTANT NOTES This installation guide is for a standard installation on a local workstation or server If you need additional guidance please contact Client Services at 1 866 641 8324 smartLink uses HIPAA compliant data transfer methods which automatically compresses and encrypts the files prior to transfer smartLink will uograde your system to the NET 2 0 Framework software components if if is not currently installed in the operating system OS It will not affect previous versions of the NET Framework and can be run concurrently In a fewcases where MSI Installer is missing from your operating system if will be installed Pre Installation Information l You will need to define a digit unique ID example If your company was named OCS Healthcare you could use OCSHLTH to install the service The names of the files that are transmitted to OCS will be renamed and contain this number 2 Determine the location you want the installation wizard to create the folder structure where all file upload operations will take place Upload files folder loca
19. ocal Security Policy Administrative Tools Control Panel dialogues respectively Phase 2 Set up the polling folders for the required level of permissions l 2 3 Locate the desired polling folder via the Desktop Explorer Right click and select the Properties option from the context menu Click the Securities tab of the Properties dialogue Make sure that the user account which will oe used to run the service is listed in the top half of the dialogue If the account is not in this list then click the Add button to display the Select User dialogue On the Select User dialogue form click the Locations button On the Locations dialogue form navigate to and select the node for the domain that will host the polling folders then click the OK button On the Select User dialogue form enter the first few characters of the logon name that will be used to run the OCS SLT service Click the Check Names button this will complete the rest of the required logon text Click OK to close the Select User dialogue and return to the folder s Properties Security tab If the desired account for running the OCS SLT service cannot be identified via steps 6 10 then contact your IT department for further assistance Click on the desired account in the top half of the Properties Security tab and note the level of permissions that are granted this user for this folder Be sure that the Modify or
20. rom your agency to OCS Please only use the following characters 0 9 a 2or4 7 Please Provide a Unique ID Click the OF button to continue Click Cancel to abort the installation 2007 OCS Inc Page 10 of 29 SmartLink Installation Guide Version 1 7 12 In the text box enter your agency ID M0010 then click OK Your Agency ID CASTS M0010 6 digit number wll ald us in identiiying the source of files we receve This will be helpful wher processing pour data If you do not know your Agency TO at this time pou will be able to enter it later in the OCS Service Manager Please enter your Agency s ID Click the OF button a continue Click Cancel to abort the installation cael 13 Select the location for the File Upload folder Then click OK Select File Upload Folder Select a folder where all file upload operations will take place 4 subfolder named Upload will be created under this directory The Upload folder is where all files to be uploaded to OCS must be placed NOTE The folder path you select should NOT be located Ina network share Select a folder where all tile upload operations wall Wee EAOCS Services OCS SLT FileUpload ch DCS D SJENICE a ocs SIL 2007 OCS Inc Page 11 of 29 SmartLink Installation Guide Version 1 7 14 Select the location for the Main Polling folder Then click OK Select Main Polling Folder Sel
21. s If you do not wish OCS SLT to rename the files set this flag to No Identifies whether or not you want to back up the files submitted to OCS Defines the location of your BackUp folder Identifies whether or not you want to store a log of files uploaded to OCS Opens the Upload File Log Opens the Error Log Displays your agency s unique OCS SLI identification This gets appended to each file that is transferred from your organization to OCS Your Agency ID OASIS M0010 6 digit number used to identify your files when received by OCS 1 Files are placed into one or both of the Polling folders 2 OCS SLT automatically copies those files to the Upload folder and renames the original file to OriginalFileName _TOOCS ex if you don t want OCS SLI to rename the files but to just flag them instead set the Allow File Rename property to no This will prevent OCS_SLIT from sending the same file to OCS multiple times 3 Files in the Upload folder are automatically moved to the Work folder where they are zipped and encrypted If you opted to keep a backup copy it is made to the backup folder at this point 4 Files are automatically transferred to OCS using a secure HIPAA compliant web upload process OCS SLT uses AES 256 bit encryption 2007 OCS Inc Page 23 of 29 SmartLink Installation Guide Version 1 7 Not Using Polling Folders 1 Files are placed directly into the Upload folder 2 Fil
22. sure that all required settings are active at the same time please use the following sequence to setup the OCS SLT service and each Polling Folder that will be accessed across the network Phase 1 Enable domain user to be the Log On user for system services 1 Open Control Panel Administrative Tools Local Security Policy 2 On the Local Security Settings dialogue in the left side tree view pane navigate to the following node Security Settings Local Policies Users Rights Assignments then click on Log On As A Service in list items pane on the right side 3 On the Log On As A Service dialogue click Add Users or Groups button 4 On the Select Users Or Groups dialogue click the Locations button 5 On the Locations dialogue form navigate to and select the node for the domain that will host the OCS SLT service then click the OK button 6 On the Select Users or Groups dialogue form enter the first few characters of the logon name thot will be used to run the OCS SLT service 7 Click the Check Names button this will complete the rest of the required logon text 8 Click OK to close the Select Users Or Groups dialogue and return to the Log On As A Service dialogue 9 Click OK to close the Log On As A Service dialogue and return to the Local Security Settings dialogue 2007 OCS Inc Page 25 of 29 SmartLink Installation Guide Version 1 7 10 Close the Local Security Settings L
23. tion Polling Folder Location 1 optional Polling Folder Location 2 optional Back up files folder location E Mail Settings This section is optional if you want to be notified by e mail if issues arise i SMIP mail server name or IP i e mysmtpserver 128 162 3 101 li Service operator e mail address myemail mydomain com f Proxy Firewall settings This section is optional if a direct connection to the OCS web service is available from the computer on which the services will be installed Check with your IT department if you are unsure about how the workstation communicates with the internet Please note that proxies vary and may require additional steps to set up i Proxy user account name li Proxy user account password lil Proxy domain name iv Proxy IP v Proxy Port 00 00 Q 3 SmartLink will need to access your MIS database using a database account that has Read Only rights You may wish to create a unique database account for this service To use 2007 OCS Inc Page 5 of 29 SmartLink Installation Guide Version 1 7 4 Installing Smartlink will create two Windows services that will need to be started using a local user account instead of the local machine account Installation Instructions 1 Contact OCS Client Services at 866 641 8324 or email tech ocsys com to find out where TO obtain the software Note This file will be in zip format 2 Extract from the zip file this will create a separat
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