About This Installation Guide
The Classic TransferCenter™ Application Installation Guide is designed to help you ensure that each step of the installation process is completed before proceeding to the next one.
If problems occur during your installation that cannot be resolved by referring to this installation guide, please contact TeleTracking Technical Support. The telephone number is on the back cover of this document.
Integrating with the Capacity Management Suite™ System
The classic TransferCenter™ application synchronizes several fields with the Capacity Management Suite™ system (Examples: Campus, Unit, Service, Level of Care, Isolation, Custom Attributes), and makes use of the Capacity Management Suite™ services (Examples: Physician Service, MPI Search Service). For this reason, the Capacity Management Suite™ system should be updated before the TransferCenter™ application is updated.
Integrating with the Community Access™ Portal Application
The classic TransferCenter™ application can integrate with the Community Access™ portal application. If the portal is integrated with the classic TransferCenter™ installation that is integrated with Active Directory Federation Services (ADFS), the following ports must be open in the customer’s firewall for outbound communication:
Port | Description |
5671 | Outbound RabbitMQ SSL listener |
443 | Outbound Website with SSL |
Integration Advice
Your TeleTracking representative can advise you about versions of the classic TransferCenter™ application and the Community Access™ portal that integrate.
Installation Time Estimate
It is estimated that less than 15 minutes are needed to install the classic TransferCenter™ application. The actual time needed will depend on the particular environment.
Classic TransferCenter™ Software Installation
Preliminary Setup Instructions
Close any running products. If you have an anti-virus program running, disable it during installation. Remember to re-enable it after installation is complete.
Ensure there are no administrative lock-downs on your system. If you are unsure, contact your IT/MIS department.
Make sure that you are logged on to the server with a user account that has administrative rights.
Note: To determine if you have administrative rights, right-click the Start button on your taskbar. If you see the menu option Explore All Users, you have been assigned administrative rights.
If installing from a remote workstation, make sure that you can make a connection to the SQL server. If this connection cannot be made, then the installation cannot be completed.
Note: The installer automatically installs Crystal Reports Basic and Microsoft .NET Framework. Some machines may need to be rebooted after .NET is installed.
For Upgrades
Go to command prompt and run it as administrator
Go to the following folder by executing this command (make sure that it is the version of .NET framework that is installed on your system): cd C:\Windows\Microsoft.NET\Framework\
Run the following command: installutil.exe /u "C:\Program Files (x86)\TeleTracking\TransferCenter\TransferCenterAutoUpdateService.exe"
Proceed with the installation wizard below.
If you get an Error 1001, reboot your system and rerun steps 1 to 4.
Run Application Server/Database Install - Instructions
Go to the Setup.exe file. The Welcome screen appears.
Click Next.
If you are prompted to install required software, click Next. If you are not prompted, go to step for the Custom Setup screen. A progress bar appears to track the installation of required software.
If the installation closes after the required software is installed, restart the installation program and continue with the TransferCenter™ installation. The Custom Setup screen appears.
Click the features you want to install. If you don’t want to install the client application on the application server, de-select the Application option.
Note: If you select the Server option, an existing database will be updated, or if no database currently exists, a new database will be installed.
Click Next. The Destination Folder screen appears.
Choose the destination folder. The default installation folder is the Teletracking\TransferCenter\ folder. If you have to change the location, click the Change button and select a different location.
Click Next.
The Database Server screen appears.
Note: If you are performing an upgrade, verify that the Database server that you are installing to field and the Name of database catalog field contain the same information that you used for the previous release. Install the database server in the same location as the TransferCenter™ application server.
In the Database server that you are installing to field, type the name or IP address of the SQL server in the field, or click the Browse button to navigate to it.
In the Connect using section, click one of the following authentication methods when the user logs on:
Click the Windows® authentication credentials of current user option if you want users to use their Windows® password. The Login ID and password fields are inactive.
If you select the Server authentication using the Login ID and password below option, do the following to supply the Login ID and password:
Type “sa” in the Login ID field. The installer must be connected to the SQL server by a user having SA rights to create or update the databases. The install cannot advance unless a valid connection is made.
Enter a password in the Password field.
Enter the name for your TransferCenterTM database in the Name of database catalog field, or click the Browse button to navigate to the TransferCenterTM database, if one already exists for your facility. If you are using an instance of the SQL server, specify the instance in one of the following formats:
IP address
FQDN (Full Qualified Domain Name) host address. An example of an FQDN specified host is: SQLSERVER1.TELETRACKING.COM rather than SQLSERVER1.
Note: The default for the “Name of the database catalog” is “TransferCenter” and for most installations should be left unchanged.
Click Next. The Database Configuration screen appears.
Note: This dialog only appears if a TransferCenterTM database currently does not exist. If you are doing an upgrade, the Database Configuration screen does not appear. Continue to the next screen.
Click the Override SQL database configuration check box if desired. This is not recommended. See the note below.
Note: We do not recommend that the client override the SQL database configuration. This information updates the database SQL creation script. If you are installing the database on a remote machine and you are overriding the SQL configuration, a warning that the folders must already exist on the target machine is displayed when you click the Next button.
Click Next. The Ready to Install the Program screen appears.
Click the Install button to begin automatic installation.
When the InstallShield Wizard Complete window appears, click Finish to complete the process. This completes the database set up and creates an instance of the TransferCenter™ application database.
Client Installation on a Workstation - Instructions
For a new workstation installation, go to Setup.exe. The Destination Folder screen appears.
Click the Next button.
The default installation folder is in the following location: C:\Program Files (x86)\Teletracking\TransferCenter\.
If you want to change the location, click the Change button, select a different location and then click the Next button.
When the Ready to Install the Program window appears, click Install.
When the InstallShield Wizard Complete window appears, click Finish to complete the process. The application displays a notice if a system reboot is required.
Note: To allow the map for the Geographical Volume Report to be correctly generated, Network Engineers/Administrators may need configure the firewall. See the TransferCenter™ Geographical Volume Report Internet Access Requirements section of the TransferCenter™ Application Configuration Guide for instructions. This information is supplied for Network Engineers/Administrators only.
Auto-Upgrade TransferCenter™ Workstation
After upgrading on the server, launch the TransferCenter™ application for the first time on a workstation.
A message appears stating there has been an update.
Click OK.
The Database Connection dialog box appears.
Verify the values in the Database Server and the Database Name fields.
These values should be the same as were entered in the following fields of the Database Server screen:
Database server that you are installing to field
Name of database catalog field
The values in the User Name and Password fields in the Authentication section are entered by the system automatically.
Click Test to test the database connection with the TransferCenterTM database.
Click Save to save the settings and close the dialog box. The TransferCenterTM application “log in” screen will appear.
For Citrix Users
When the TransferCenter™ application is in a Citrix environment (unless the Citrix shared instance is the server), the Citrix shared installation should be updated manually. This is necessary to avoid interruption of users who are currently logged on, to ensure that all users have logged out, and to ensure there are no open sessions.
To prevent the new automatic update feature from deploying in a Citrix environment, edit the TransferCenter™ application shortcut to add a command line switch. This switch will disable the automatic update checking. Here's how to modify the shortcut:
Right-click on the TransferCenter™ application shortcut and choose Properties.
In the Target field, you will see the full path to the TransferCenter™ application (e.g., "C:\Program Files\TeleTracking\TransferCenter\TransferCenter.exe").
Enter the following command line switch after the last double quotation mark:
/noupdateExample:
"C:\\Program Files\\TeleTracking\\TransferCenter\\TransferCenter.exe" /noupdateNote: There is a space between the " and the /noupdate.
Click OK, and the TransferCenter™ application will skip any auto-update checking.
Call Recording
The NICE Uptivity™ application is required to support the call recording feature in the TransferCenter™ application version 3.0 and later.
For information about implementing the NICE Uptivity™ application, contact NICE Uptivity™ Technical Support at 888.922.5526.
Requirements for Call Recording and Call Linking
Each user and extension that will record calls must be configured in the NICE Uptivity™ system. For more information, see the "Adding Users and Phone Numbers to the Call Recording Interface" section of the TransferCenter™ Application Configuration Guide.
For each TransferCenter™ application user that will be recording calls, the NICE Uptivity™ user record CRM User Name field must contain the TransferCenter™ user’s logon. For more information, see the "Adding Users and Phone Numbers to the Call Recording Interface" section of the TransferCenter™ Application Configuration Guide.
To link calls, the Enable Call Recording check box must be selected in the TransferCenter™ Configuration window, and the Call Recording Server URL field information must be complete and correct. For more information, see the "Call Recording Page" section of the TransferCenter™ Application Configuration Guide.
The call recording vendor (NICE Uptivity™) must have updated their software to the correct version or patch version to interface with the TransferCenter™ application.
Call recording functionality outside of the TransferCenter™ application interface must be operational, and each user and extension must be verified prior to interfacing with the TransferCenter™ application.