Implementation Guide For PDA Professional

Overview

Contents

This document should help you to identify the major components for implementing PDAProfessional for you organization. Using the document you should be able to allocate resources and estimate time frame.

The column prerequisite will help you to identify the order of the components to be installed. Detailed instructions to install each of the component are shown in Notes section.

Handhelds and ADT Interface as optional components and may not apply to your install.

Server Install

No	Task	CPRT Responsibility	Client Responsibility	Estimated Time Frame	Prerequisite	Notes
S.1	Identify and configure server for PDA Professional		IT			Hardware Software Requirements
S.2	Install SQL 2000 / 2005 / 2008		IT	1 - 2 hours	S.1	Installing SQL Server
S.3	Install .net framework 1.1 or better		IT	30 mins		See Microsoft's website for install instructions (only needed if installing Plato DBCC S.5)
S.4	Install PDA Professional Server Components	Installer	IT	1 - 2 hours	S.2	Installing Server Components
S.5	Install and configure Plato DBCC (optional but highly recommended)	Installer	IT	30 - 60 minutes	S.4	Requires .NET Framework 1.1 installed and SMTP server name Installing Plato DBCC
S.6	Configure backup (optional but highly recommended)		IT	30 - 60 minutes	S.4	Backup

Client Install

No	Task	CPRT Responsibility	Client Responsibility	Estimated Time Frame	Prerequisite	Notes
C.1	Identify workstation(s) for PDA Professional		IT, Super-user			Hardware Software Requirements
C.2	Establish connectivity to PDA server		IT	5 - 10 minutes	S.4, C.1
C.3	Install PDA Professional Client	Installer	IT	15 - 30 minutes per workstation	C.2	Installing Client Application
C.4	Generate licenses	Installer	IT	15 - 30 minutes	C.3
C.5	Apply Upgrades	Installer	IT	15 - 30 minutes	C.3	Upgrade

Configure PDA Professional (before first use)

No	Task	CPRT Responsibility	Client Responsibility	Estimated Time Frame	Prerequisite	Notes
F.1	Prepare & email flat file of practitioners to CPRT		IT, Super-user	1 hour
F.2	Import practitioners into PDA	Trainer	Super-user	30 - 60 minutes	C.5, F.1	PractitionerImport Will be done from a client workstation

Handheld (Pocket PC, Palm Pilot) (optional)

No	Task	CPRT Responsibility	Client Responsibility	Estimated Time Frame	Prerequisite	Notes
H.1	Identify / Purchase handhelds		IT			HardwareAndSoftwareRequirementsForPocketPDA HardwareAndSoftwareRequirementsForPDAPalm
H.2	Install ActiveSync for Pocket PC / Install Palm Desktop for Palm Pilots		IT	30 - 60 minutes	H1	Establish connectivity between handled and workstation
H.3	Install Pocket PDA / Install PDA Palm	Installer	IT	30 - 60 minutes	C.5, H.2	InstallInstructionForPocketPDA InstallInstructionsForPDAPalm
H.4	Generate licenses	Installer	IT	15 - 30 minutes	C.5

ADT Interface (optional)

No	Task	CPRT Responsibility	Client Responsibility	Estimated Time Frame	Prerequisite	Notes
A.1	Install Generic ADT Interface on the server	Installer	IT	30 - 60 minutes	S.4
A.2	Get a sample ADT file from host system	Trainer	IT, Super-user	30 - 60 minutes		Specifications ADT Interface
A.3	Identify the fields in the ADT file and indicate which fields will be uploaded into PDA Pro	Trainer	Super-user	1 - 2 hours	A.2, C.5
A.4	Configure ADT Interface on the Server	Trainer	Super-user	1 - 2 hours	A.3
A.5	Validate the Interface data from a client workstation	Trainer	Super-user	30 - 60 minutes	A.4

Training

No	Task	CPRT Responsibility	Client Responsibility	Estimated Time Frame	Prerequisite	Notes
T.1	Top level Administrative duties training	Trainer	Super-user(s)	2 hours	C.5	Training Guide
T.2	Worksheet, Attribution Types, Manage Worksheet Fields training	Trainer	All Users	2 hours	T.1	Training Guide
T.3	Enter data for 25~ worksheets		All Users	2 hours	T.2
T.4	Reports, Analyzer and Graphs training	Trainer	All Users	2 hours	T.3	Training Guide
T.4	Handheld training (optional)	Trainer	All Users	1 hour	T.3	Pocket PDA Training Guide

HardwareAndSoftwareRequirementsForPDAProfessional, SpecificationsForPlatoGenericADTInterface, InstallInstructionsForSQLServer, InstallInstructionsForPDAProfessionalServerComponents, InstallInstructionsForPDAProfessionalClientApplication

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