Wide Area Network Setup

Overview
The Wide Area Network (WAN) package has all the features of the Local Area Network (LAN) package and allows one location to remotely connect to other location(s) to perform functions such as appointment booking and reporting.

Software Requirements

• Windows XP (Service Pack 2) Professional
• Windows Server 2003
• Windows Vista
• Windows Server 2008
• Microsoft SQL Server 2005 Express or Standard version installed on one computer at each location (just like LAN)
• WAN version of software by CMJ Designs Inc. installed at each store

Hardware Requirements

• Full time Internet connection.
• Virtual Private Network (VPN) between each location.
• Configuration

Each store is identified by a unique store name, which can be selected by the user.

Setup
To setup the WAN, perform the following steps:

1. At each location, be sure your VPN is setup.
2. At the first location, install Orchid Medical Spa Software on the server computer, which holds the database and that you will make Orchid Medical Spa Software database backups on, by performing the following steps:

   a. While in Windows, insert the Orchid Medical Spa Software CD in the CD ROM drive. The installation process should begin.
   b. If you use Windows XP (Service Pack 2), if the installation process does not begin, click the Start button on the Windows desktop. Select Run. At the prompt, type d:\launch (where d: is the letter of your CD ROM drive). If you use Windows Vista, hold down the Windows key, which is located next to the Alt key, and press the R key. At the prompt, type d:\launch (where d: is the letter of your CD ROM drive). Your CD ROM drive could also be the e: drive, depending on your computer's configuration.
   c. Or, if you do not have a CD, download the software by clicking the Download Now button below.
   
   The process should begin automatically. If you are downloading this file from the Internet, the Open File - Security Warning screen will appear. Click the Run button. Orchid Medical Spa Software is free of viruses and is perfectly safe to run on your computer.
   d. The InstallShield Wizard screen will appear. Click Next.
   e. The License Agreement screen will appear. Please carefully and slowly read over the license agreement. If you wish to accept the terms in the license agreement, select I accept the terms in the license agreement and click the Next button. If you do not accept the terms, Orchid Medical Spa Software will not install and you can stop using Orchid Medical Spa Software.
   f. Leave the default destination folder as C:\Program Files\Orchid Medical Spa\ and click Next.
   g. Click the Install button. Orchid Medical Spa Software will also automatically install SQL Server. This process will take a few minutes.
   h. Click the Finish button.
   i. The Orchid Medical Spa Software icon will now appear on your computer's desktop. Double click on the Orchid Medical Spa Software icon.
   j. The First Time Setup screen will appear. When it asks you how you would like to get started, select Register.
   k. The Register screen will appear. Enter your business name and the WAN serial number that was provided to you when you purchased Orchid Medical Spa Software. This serial number can be found on your receipt. Be sure to keep your serial number in a safe place and do not lose it.
   l. Click the OK button.
   m. The Registration Successful screen will appear. Click the OK button.
   n. The Select Server window will appear. It can also be opened by selecting Database Controls from the File pull-down menu and then pressing the Select Server button. Select the first option, which says, This computer is the server. Take careful note of the name (including spelling and UPPER and lower case) of this computer. You will need this name when you setup the client computers. Press Auto Setup. Orchid Medical Spa Software will now attempt to connect to an instance of SQL Express. If more than one instance of SQL is found, a screen will appear asking you to select which instance of SQL to connect to. Select the instance and click OK.
   o. If no instances of SQL Server are detected, click the Auto Setup button again. If this does not fix the issue, restart your computer and if the No Database Open screen appears when you reopen Orchid Medical Spa Software, click the Select Server button and repeat step n.
   p. Select which type of database that you would like to start with. You can select either of the following choices: Sample Database, select this choice if you would like to start using Orchid Medical Spa Software with some sample clients, products, and appointments. We recommend using the sample database with the trial version of Orchid Medical Spa Software. Blank Database, select this choice if you would like to start using Orchid Medical Spa Software with a totally blank database.
   q. Click OK and click OK.
   r. The Set Database Password screen will appear. Orchid Medical Spa Software will ask for a database password every time it is opened or when you restore a database from a backup. Enter your database password and then retype it. Be sure to take careful note of your database password spelling in UPPER and lower case. Passwords are CaSe sensitive. Keep the password in a safe place as CMJ Designs Inc. does not replace database passwords. Click the OK button.
   s. Orchid Medical Spa Software will tell you that your password was successfully set. Click OK.

3. At your current location, for each of the additional computers that you want to be included in your Orchid Medical Spa Software network as client computers, repeat step 2, letters a-s. On step n, on the Select Server screen, select This computer is the client. Then, click on Auto Setup. Select the server computer from the list of available instances of SQL Server and click OK. On each computer on the WAN that is at the same location (i.e. all computers within location 1), you will enter in the same Orchid Medical Spa Software serial number, that was given to you when you purchased, and your registration name.
4. At the second, third, fourth, etc. business locations, repeat steps 2 and 3. A unique serial number for each WAN location is to be entered on all computers at each location (i.e. all computers within location 1 could have serial number "XYZ" and all computers at location 2 could have a serial number "ABC.").
5. After you register Orchid Medical Spa Software, Orchid Medical Spa Software(on each computer on the network) will need to be activated. Next time you close and re-open Orchid Medical Spa Software, Orchid Medical Spa Software will walk you through how to activate it. You can activate it over the Internet or via phone. Complete step-by-step instructions that are very easy to follow, will be shown on the Orchid Medical Spa Software screen. Follow the instructions for activation. If you are on a payment plan, you are not required to activate until you complete the payment plan. If you are leasing the software, you are not required to activate the software.
6. After the serial number of a WAN package is entered, a new item on the Tools pull-down menu appears, which is called Wide Area Network Settings. Make this selection.
7. Next, the Wide Area Network Configuration screen will appear. The Wide Area Network Configuration screen shows where the names of the other locations are entered. Press the Add button on the right side of the screen to add in each store’s locations.
8. When it asks for the password for the location being added, you should enter the database password that has been set at the selected location. To “connect” to one of these locations, select the name of the location from the drop-down list, which is located in the Active Server section. For example, to connect to the store named, Northville, select Northville from the drop-down list.
9. After selecting the location, press OK. You will notice that the title bar on the top of the software now lists the name of the location you are connected to.
10. From now on, all operations in the software perform as if you were at the Northville location.
11. To return back to your local location, go back to the Wide Area Network Settings screen and change the Active Server to This location.

Note: At each location, only one computer will hold the Orchid Medical Spa Software database and be able to make backups. This computer is called the "server" computer. The other computers can still make changes to the Orchid Medical Spa Software database in real-time (such as schedule appointments, look up clients, etc.), but cannot make backups. These computers are called "clients."

Note: While following steps 1-11, above, if you are presented with the No Database Open screen, press the Select Server button, and repeat steps 2n-11, above.