Paceart Optima™ System 1.6 with Analytics
POS12D16A
Installation Manual
Caution: Federal law (USA) restricts this device to sale by or on the order of a physician.
The following list includes trademarks or registered trademarks of Medtronic in the United States and possibly in other countries. All other trademarks are the property
of their respective owners.
Medtronic, Paceart, Paceart Optima
Contents
1 Paceart Optima System 1.6 with Analytics ................................................................. 4
1.1 About Paceart Optima System 1.6 with Analytics ........................................................ 4
1.2 Additional information ................................................................................ 4
2 Installation .............................................................................................. 4
2.1 Identifying where Paceart Optima System components are installed ........................................ 4
2.2 Installation ......................................................................................... 5
3 Configuration ............................................................................................ 6
3.1 Configuring Paceart Optima System Analytics Export .................................................... 6
3.2 Server Connection tab ............................................................................... 7
3.3 Run Options tab .................................................................................... 7
3.4 Export Filtering tab .................................................................................. 8
3.5 Schedule tab ....................................................................................... 9
3.6 Export Log tab ...................................................................................... 9
3.7 Audit Log tab ...................................................................................... 9
3.8 Configuring the Windows service for error conditions .................................................... 10
4 Uninstall ............................................................................................... 10
4.1 Uninstalling the Paceart Optima System Analytics Export ................................................ 10
3
1 Paceart Optima System 1.6 with Analytics
1.1 About Paceart Optima System 1.6 with Analytics
The Paceart Optima System 1.6 with Analytics allows you to manage the export of XML data from the Paceart Optima System. The
Paceart Optima System Analytics Export can be configured to send XML data to an external folder automatically for integration into
external systems, such as LUMEDX cardiovascular information systems.
1.2 Additional information
The online help provides additional information about the features and functionality of the Paceart Optima System Analytics Export.
To access the online help click the "?" and select an active field.
This manual supplements the information supplied with your Paceart Optima System. For additional information on the Paceart
Optima System refer to the instructions for use provided with the software.
2 Installation
2.1 Identifying where Paceart Optima System components are installed
You will need to identify which workstations have the Paceart Application Server, the Paceart Database Manager, the Paceart
ClickOnce Server (if your system uses it), and the Paceart MSI Client (if your system uses it) installed on them.
2.1.1 Determining if the Paceart Database Manager is installed
You will need to determine where the Paceart Database Manager is installed.
1. Open the Control Panel.
2. Select either Add or Remove Programs or Programs and Features.
3. Confirm that the Paceart Database Manager is in the list of installed programs.
2.1.2 Determining if the Paceart MSI Client used for installations
You will need to determine if your system uses the Paceart MSI Client for installations before you install the updates.
1. Open the Control Panel.
2. Select either Add or Remove Programs or Programs and Features.
3. Verify that Paceart Optima System with a blue triangle next to it is in the list of installed programs. This indicates that your system
uses the Paceart MSI Client to install client updates.
2.1.3 Determining where the Paceart ClickOnce Server is installed
You will need to determine where the Paceart ClickOnce Server is installed before you install updates.
1. Locate a workstation that has the Paceart ClickOnce Client installed.
2. Open the Control Panel.
3. Select either Add or Remove Programs or Programs and Features.
4. Locate the Paceart Optima System (Unique_Name) item
5. View the information about that item. The address of your Paceart ClickOnce Server is displayed in the Product Information or
Update information field.
2.1.4 Determining the location of the Paceart Application Server
You can determine where your Paceart Application Server is installed from either the Paceart MSI Client computer or the Paceart
ClickOnce Server.
1. Open the Control Panel.
2. Select either Add or Remove Programs or Paceart ClickOnce from the list.
3. Select either Paceart Optima System or Paceart ClickOnce from the list.
4. Click Change or Modify.
5. Click Next.
6. Select Modify on the Program Maintenance window.
7. Click Next.
8. The Paceart Application Server location is displayed on the Paceart Configuration window. Note the location and click
Cancel.
9. Click Cancel.
10. Click Finish.
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2.2 Installation
2.2.1 Paceart Optima System configuration
Before you begin, verify that your Paceart Optima System has a valid XML Export license. From within the Paceart Optima client user
interface, click Administration > License Management > License Key and verify that XML Export is enabled.
2.2.2 Component overview
You can install the Paceart Optima System Analytics Export components in any order. Depending on your Paceart Optima System
configuration you may not need to install all of the components.
Any required prerequisites will be automatically installed during the installation process.
2.2.3 Installing the Paceart Analytics Export application
This installer installs the Paceart Analytics Export application user interface and associated Windows service. You can install it on any
workstation.
Note: If you are not running Microsoft .NET Framework 4.5.2, the installer will install it automatically.
1. Run the Paceart Analytics Export Application installation.
2. On the License Agreement window, read the license terms and select I accept the terms of the license agreement if you
agree to the terms.
3. Click Next.
4. On the Select your configuration below window, select 1 Paceart Analytics Export and click Next.
5. Click Next.
6. Click Install to start the installation.
7. Click Finish.
The Paceart Analytics Export application is installed in the Program Files > Medtronic > Paceart Analytics Export folder.
The Windows service associated with the Paceart Analytics Export application is called Paceart Analytics Service. By default the
service is set to an Automatic start-up type. This service is required to implement automatic export activities on the configured export
schedule.
2.2.4 Installing the Application Server Update
You must run this installer on the workstation that is running the Paceart Optima Application Server.
1. Run the Paceart Analytics Export Application installation.
2. On the License Agreement window, read the license terms and select I accept the terms of the license agreement if you
agree to the terms.
3. Click Next.
4. On the Select your configuration below window, select 2 Application Server Update and click Next.
5. Click Next.
6. Click Install to start the installation.
7. Click Finish.
2.2.5 Installing the MSI Client Update
You must install this update on every workstation that has the Paceart MSI Client installed on it.
1. Run the Paceart Analytics Export Application installation.
2. On the License Agreement window, read the license terms and select I accept the terms of the license agreement if you
agree to the terms.
3. Click Next.
4. On the Select your configuration below window, select 3 MSI Client Update and click Next.
5. Click Next.
6. Click Install to start the installation.
7. Click Finish.
After you have installed the update, open the Paceart Optima System client and click Help > About. The Paceart Optima System
version is displayed with “with Analytics” in the name if the installation was successful.
2.2.6 Installing the ClickOnce Server Update
Only install this component if you are using the ClickOnce Server to deploy Paceart Optima System client(s) from the Application
Server.
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1. Run the Paceart Analytics Export Application installation.
2. On the License Agreement window, read the license terms and select I accept the terms of the license agreement if you
agree to the terms.
3. Click Next.
4. On the Select your configuration below window, select 4 ClickOnce Server Update and click Next.
5. Click Next.
6. Click Install to start the installation.
7. Click Finish.
After you have installed the update and used the ClickOnce server to install the update on a workstation, open the Paceart Optima
System client and click Help > About. The Paceart Optima System version is displayed with “with Analytics” in the name if the
installation was successful.
2.2.7 Installing the Database Manager Update
You must run this installer on the workstation that is running the Paceart Optima Database Manager.
Note: The installer will notify you if the database version is not compatible with the Paceart Analytics Export application.
1. Run the Paceart Analytics Export Application installation.
2. On the License Agreement window, read the license terms and select I accept the terms of the license agreement if you
agree to the terms.
3. Click Next.
4. On the Select your configuration below window, select 5 Paceart Database Manager Update and click Next.
5. Click Next.
6. Click Install to start the installation.
7. Click Finish.
8. Open the Paceart System Database Manager.
9. On the Connect to SQL Server window, select the SQL Server workstation and instance, enter any required credentials, and
then click OK.
10. Select your database.
11. Click Yes to update the structure of your database.
12. Click Next.
13. On the Update Database window, click Next.
14. Click Finish.
15. To verify that the Paceart Database Manager was updated, open the Paceart System Database Manager and select your
database. The installed Paceart Optima System version and the text “with Analytics” is displayed in the Version field at the
bottom of the window if your installation was successful.
3 Configuration
3.1 Configuring Paceart Optima System Analytics Export
After you have installed the application and its components, you will need to configure the application for your system.
3.1.1 Server Connection
On the Server Connection tab you will configure the connection to the Paceart Application Server. In the Paceart Optima client,
create an External System Account user with Patient Encounters View Data permissions. For more information on how to add users
to your Paceart Optima System, refer to the Administration section of the Paceart Optima System online Help.
You can also test your connection to the server by clicking Test Connection.
3.1.2 Run Options
The Run Options tab allows you to configure basic options and view the Paceart Analytics Service status. You can configure your
system to the export run continuously or based on a schedule. If you select to run the export based on a schedule you will need to
configure the schedule on the Schedule tab.
Select the Paceart XML version that your Paceart Optima System supports, for example Paceart Optima System software version 1.6
supports Paceart XML version 10.0. Match the Paceart XML version to what your Paceart System uses in the XML Export field on the
Administration > Encounter XML Export window. Also specify the export location.
The log file can be used for in-depth debugging. You can specify a location to save the log file and the retention time in days.
You can also configure the number of concurrent export tasks, or threads, you have running at the same time. Higher numbers of
threads could negatively impact performance observed by other users interacting with the system.
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3.1.3 Export Filtering
The Export Filtering tab allows you to configure which encounters will be exported. If your clinic does not use the Signed or Locked
options in Paceart, you can configure the Editable, not updated for X days option to prevent exporting encounters that are still being
edited.
3.1.4 Schedule
If you selected the Run tool based on Schedule option on the Run Options tab, you can configure the schedule here. A scheduled
day and time makes up a scheduled run time. You can have up to 20 scheduled run times. The export start and stop time is relative
to whichever workstation you are running the Paceart Optima System Analytics Export on.
3.1.5 Export Log
The Export Log tab allows you to search for exported encounters. You can search by encounter date, exported dated and export
status. The export log provides a way to troubleshoot export problems or mismatches.
3.1.6 Audit Log
The Audit Log tab allows you to create and configure an audit log file. It is intended to be used by administrators of the external system
that is consuming the exported encounters to perform an audit. The audit log can be used to ensure that all exported data has been
imported into the external system. You should perform a periodic audit to ensure the accuracy of exported data.
You can use the Encounter keys to re-export feature to troubleshoot export issues. Cut and paste or enter specific encounter keys
to be re-exported. This list comes from the audit that is performed against the external system.
3.2 Server Connection tab
This is a list of fields and buttons and their definitions.
Fields and buttons Definitions
Application Server Enter your Paceart Application Server host name and port
(optional). If you do not define a port, the standard https port (443)
is used.
Username Enter the username of the Paceart user that the export tool will
use to access the Paceart Application Server. The Paceart user
must have an External System Account and a role that includes
the View Encounter permission.
Password Enter the password for the Paceart user that the export tool will
use to access the Application Server.
Test Connection Click to test your connection to the Application Server.
Save and Exit Click to save the changed values and exit the configuration.
Exit Click to exit the configuration without saving changed values.
3.3 Run Options tab
This is a list of fields and buttons and their definitions.
Fields and buttons Definitions
Run Tool Continuously Select this option to run the tool continuously.
Run Tool Based on Schedule Select this option to run the tool based on a schedule. Set the
schedule on the Schedule tab.
XML version to export: Select which version of the Paceart XML schema to export. The
default value is 10.0.
Export Location: Enter or click Browse to select the file export location.
Log File Location: Enter or click Browse to select the log file location.
Log File Retention: Select the log file retention time in days. The maximum log reten-
tion time is 30 days.
Max number of threads Select the maximum number of concurrent export tasks to run at
the same time. Select from 1 to 10.
The more concurrent threads you have running may negatively
impact the client user interface performance.
Service status: Use the buttons to start or stop the Paceart Analytics Service
Windows service.
The service status is displayed. Statuses include:
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Fields and buttons Definitions
• N/A - Cannot find the windows service on the local machine.
• Start Pending - The service is starting.
• Pause Pending - The service pause is pending.
• Continue Pending - The service continue is pending.
• Stop Pending - The service is stopping.
• Paused - The service is paused.
• Running - The service is running.
• Stopped - The service is not running.
Start Click to start the service. The service will operate based on the
existing saved configuration.
Stop Click to stop the service.
Save and Exit Click to save the changed values and exit the configuration.
Exit Click to exit the configuration without saving changed values.
3.4 Export Filtering tab
This is a list of fields and buttons and their definitions.
Fields and buttons Definitions
Include encounters of these types: Select which type(s) of Paceart encounters to include in the
export. The following is the list of encounter types:
• Implant
• In-Clinic
• Remote
• TTM
• Programming
• Miscellaneous
• Phone Note
Include encounters with these statuses: Select which encounter status type(s) to include in the export.
The following is the list of possible statuses:
• Signed
• Locked
• Editable, not updated for: 0-20 day(s)
The Editable value is configurable for the minimum number of
days (0 to 20) since the last edit. This value is intended to be used
with work flows that do not include locking or signing encounters.
It allows you to evaluate new encounters before they are exported. It is intended to avoid multiple versions being exported while
edits are being made by clinicians. Only after an encounter has
not been edited for the specified number of days will it be exported.
Encounters up to how many months old will be exported? Select this option to create a rolling window from today back the
selected number of months (1 to 96) to search for encounters to
export.
For large databases using a rolling window will result in better
overall performance for inactive users of the system as well as
export processing.
Encounters back to this date will be exported? Select this option to create a specific date to search back to for
encounters to export. Over time the number of encounters to be
searched will increase as more encounters are added to the system.
This option is intended for initial exports, smaller data sets, and
systems that are performing data clean up where data that is
years old may be updated.
Save and Exit Click to save the changed values and exit the configuration.
Exit Click to exit the configuration without saving changed values.
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3.5 Schedule tab
This is a list of fields and buttons and their definitions.
Fields and buttons Definitions
Add to Schedule Select the day(s) to export the data.
Export Start Time: Select the time to start the export. This time corresponds to the
time of the computer the Paceart Analytics Service is running on.
Export Stop Time: Select the time to stop the export. This time corresponds to the
time of the computer running the Paceart Analytics Service.
Add to Schedule Click to add selected day(s) and time(s) to the current schedule.
Current Schedule The current export schedule is displayed. To remove a scheduled
export day and time, select the entry and click Remove Selected.
Remove Selected To remove a scheduled export day and time, select the entry and
click Remove Selected.
Save and Exit Click to save the changed values and exit the configuration.
Exit Click to exit the configuration without saving changed values.
3.6 Export Log tab
This is a list of fields and buttons and their definitions.
Table 1. text here Fields and buttons Definitions Encounter Date Select to search the export log list by the Paceart encounter date. Exported Date Select to search the list by the date the encounter was exported
from Paceart.
Start Date/Time: Select the search start date and time.
End Date/Time: Select the search end date and time.
Export Status Select to filter on the export status. Export Status values include:
• Error + Success
• Success
• Error
Search After you have defined your search criteria, click to start the
search.
Removed Selected To remove an entry from the export log, select the search criteria
you would like to exclude from the search, and then click Remove
Selected. This action will force the re-export of the encounters
that have been removed. The re-export will occur the next time
the encounter export processing runs.
Encounters are exported based on encounter date, newest
encounter date to oldest encounter date.
Search results The search results grid contains the most recent search results.
Click Search to update the results.
Save and Exit Click to save the changed values and exit the configuration.
Exit Click to exit the configuration without saving changed values.
3.7 Audit Log tab
This is a list of fields and buttons and their definitions.
Fields and buttons Definitions
Exported Date The audit log will search for data by the date it was exported.
Start Date/Time: Select the audit log start date and time.
End Date/Time: Select the audit log end date and time.
Audit Log Location: Enter location for the audit log. The audit log file name will be
created using the following format:
yyyy-mm-dd hh-mm.log
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Fields and buttons Definitions
The audit log is intended to be used by administrators of the
external system that is consuming the exported encounters to
perform an audit. The audit log can be used to ensure that all
exported data has been imported into the external system.
Browse Click to browse to the audit log location.
Create Audit Log Click to perform the search and create the audit log in the speci-
fied location.
Encounter Keys to re-export Cut and paste or enter specific Encounter Keys to be re-exported.
This list comes from the audit that is performed against the external system.
Re-Export Encounters Click to re-export the specific Encounter Keys you entered.
Status When you create an audit log file the status is displayed. The
status includes the file name and the number of results included
in the log.
When you enter specific Encounter Keys and click Re-Export
Encounters, the Encounter Key is displayed with a status message, for example “Encounter is ready to export.” If you have
entered an invalid Encounter Key an error message is displayed,
for example “Not a key”.
Save and Exit Click to save the changed values and exit the configuration.
Exit Click to exit the configuration without saving changed values.
3.8 Configuring the Windows service for error conditions
You may want to configure your Paceart Optima System Analytics Export Windows service to handle certain error conditions. For
example, if the Paceart Application Server isn’t available after a system restart you may want to configure the service to restart
automatically.
1. Open Windows Services.
2. Find Paceart Analytics Service, right-click on it and select Properties.
3. On the Recovery tab change all failure categories to Restart the Service.
4. Click OK.
4 Uninstall
4.1 Uninstalling the Paceart Optima System Analytics Export
Before updating your Paceart Optima System software, you must uninstall the Paceart Analytics Export application.
1. Click Start.
2. Click Control Panel.
3. Double-click Add or Remove Programs.
4. In the Currently installed programs window, select Paceart Analytics Export.
5. Click Remove.
6. Click Yes to confirm the uninstallation.
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2016-12-13
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