Installation How To Vista/Cache for Windows

Installation Overview

Version

These instructions have been designed for the following:

• Operating system: Microsoft® Windows^TM XP service pack 2.
• VistA version/release number: _____
• Cache version: _____ for Microsoft® Windows^TM XP.

Terminology

See the VistA introduction on the Main Page for important information on basic concepts and terminology that you must be familiar with in order to understand the installation instructions.

• M and MUMPS
• CPRS
• Broker
• VistA Domain
• Patient Records
• Terminal Client
• Server Tools

Basic Steps

Installation of VistA consists of the following general steps:

1. Install Cache
2. Install the VistA Package for Cache
3. Reconfigure some files
4. Set up the VistA Domain
5. Set up the Master Records
6. Set up the Broker Service
7. Start the VistA Process
8. Install CPRS
9. Test CPRS

The rest of this installation how to will guide you through all of these steps.

Command Summary

The command summary here is used in M to perform various VistA tasks. It is placed in the beginning of the document so you can easily refer to it. You won't understand any of this until you begin installing VistA, so you can skip reading this and go on to the next section.

Installing VistA

Install Cache

This phase of the installation creates an area (a namespace) for you to work in and point that namespace to the distributed VistA database.

1.	Install Caché (The free single user version of Caché from <a href="http://www.intersystems.com">www.intersystems.com</a>). These are the instructions for the Windows version. Accept all of the defaults.
2.	Create the directory c:\CacheSys\Mgr\Vista and unzip CACHE.zip into it. The Cache.zip file we used was dated 4/5/2003 and was 137 Mb (141,243,089 bytes). The unzipped CACHE.DAT was also dated 4/5/2003 and was 430 Mb (451,379,200 bytes).
4.	Right Click on the Caché Cube and choose Documentation. Make sure it opens up and you can search it. If it doesn't, it is likely a firewall is blocking your access to CacheWeb. As of 5/03, McAfee firewall will need to be uninstalled entirely and other firewalls may need to be disabled. <a href="mailto:support@intersys.com">support@instersys.com</a> can help you if you need it. If all goes well opening the documentation, then continue.
5.	Right Click on the Caché Cube again and choose Configuration Manager.
6.	Choose Databases tab then click Add. A database is a physical disk location where M programs and data are located.
7.	Type "VISTA" in the Database window then click Next>.
8.	Pick location C:\Cachesys\Mgr\Vista then click Next.
9.	Answer Yes to the question do you wish to use CACHE.DAT and then click Finish.
10.	Choose the Namespaces tab then click Add. (Cache documentation defines a Namespace as "A logical entity or workspace that is associated with a directory, and that provides the link between a set of globals and their actual locations.")
11.	Type in "VISTA" in the Namespace window then click Next.
12.	From the list of Currently defined databases - Choose VISTA.
13.	Click Next then Finish.

Mapping Globals and Routines to Datasets

Globals are persistent M data structures where files and data are stored and routines are M programs. Mapping is a way to tell Caché where to look for globals and routines. By default, Caché maps routines and globals that start with the "%" character to a namespace separate from the routines and globals that do not start with the "%" character. With VistA, it is recommended that all VistA routines and globals that start with the character "%" be mapped to the same namespace as non-% routines and globals overriding the Caché default. The primary reason for this is to preserve these VistA globals and routines when Caché is upgraded to a new version.</td></tr>

Begin to set up the VistA System

The routine ZTMGRSET defines VistA global variables and saves system wide M routines that are Caché specific. FileMan is the database system used by all VistA applications.

14.	With the Namespaces tab still selected expand Vista.
15.	Click on Global Mapping then click Add. (Globals are the "persistent" M variables used by VistA, in which the files used by FileMan are stored.)
16.	Type in "%Z*" in the Enter Global window. (This indicates all variables beginning with %Z as * is a "wild card" or "place holder" for any number of digits/characters, etc., that might follow Z.)
17.	Click OK.
18.	Click Routine Mapping then click Add. (Routines are programs written in M)
19.	Enter "%DT*" in the Enter Routine window then click OK.
20.	Repeat the same thing for Routine Mapping for: %RCR, %XU*, %ZIS*, %ZO*, %ZT*, %ZV*.
21.	When you are finished, click OK.
22.	Click Activate.
23.	Right click the Caché Cube and choose Explorer.
24.	On the left panel, expand the VISTA Folder.
25.	Click on Globals and be sure lots of globals are listed (about 300) in alphabetical order. ABS was the first global and YTX was the last.
26.	Click Routines and be sure the same thing happens. (Our experience has been Explorer times out and is automatically closed.) Wait until the disk is done moving (about 2 minutes) and then re-open explorer and it should work fine. There should be 20484 routines found.
27.	After all the routines are loaded, close Explorer.
28.	Right click on the Caché Cube and choose Terminal.
29.	At User prompt Type D ^%CD (or ZN "%SYS").
30.	At Namespace type "%SYS". The remainder of this step converts the database that is run on Caché 4 by the VA to the latest version of Caché, which is 5 at the time of this writing. Once the VA source of the Platinum install switches over to Caché 5, it will not be necessary, but it should not hurt anything to run it. Enter "DO ALL^%SYSCONV". You must allow this to finish. You should have the following output:
31.	Next you check the success of the conversion. Type "DO STATUS^%SYSCONV" to see the status of the conversion. You should see something like that shown below. If you see RECOMPILE In Progress anywhere, wait and let it complete. You can check if it is completed by running "D STATUS^%SYSCONV" again until the recompile is done. Use the up arrow on your keyboard to go back one step to make it easy to rerun D STATUS^%SYSCONV. (Note in M, D is short for DO.) If there is an "Error: <FUNCTION>" under C:\Cachesys\mgr\samples\, this is a problem with Caché's samples, not with VistA, so do not be concerned about it for the purpose of installing VistA.
32.	At User prompt Type "D ^%CD".
33.	At Namespace Type "VISTA" (or use ZN "VISTA").

34.	Type in "D ^ZTMGRSET". It will respond with a few lines ending with either I think it is VISTA,CACHEWEB. Should I continue anyway? N// or I think it is VISTA,VISTA. Should I continue anyway? N// and you should type "Y". It will respond I think you are using OpenM-NT. Which MUMPS system should I install? Choose 3.
35.	Several lines later you will be presented with: (Note: VistA presents a default response followed by "//" as in VISTA// below. Pressing Enter accepts the default.)
	NAME OF MANAGER'S NAMESPACE: VISTA// Hit enter. PRODUCTION (SIGN-ON) NAMESPACE: VISTA// Hit enter. NAME OF THIS CONFIGURATION: VISTA// Hit enter.
	You will have several lines of routines loading finishing with:
	Installing ^%Z editor Setting ^%ZIS('C') Now, I will check your % globals.... ALL DONE.
36.	Initialize FileMan to set your site name and number by running "D ^DINIT" from the VISTA> prompt. Say yes to Intilialize VA Fileman if it isn't already initialized. Give your site a site name and a 4 digit site number that is preferably not a round number like 1000 or 5000 so you have less chance of file number collisions when you make your own files in the future. You can run D ^DINIT again to see if you changes were successful and choose Cache/OpenM when offered a choice of MUMPS system you are using.
37.	If you have the latest version of Caché with CacheWeb, you will need to edit the routine ^%ZOSV. To do this, right click the Caché Cube and choose Studio, File, Change Namespace, select VISTA then click OK.
38.	This step may not be needed in newer versions of VistA, but check anyway. Highlight LOCALTCP-VISTA, then File, Open and enter "%ZOSV.INT". Open it and see if the first several lines are as follows:
	%ZOSV   ;SFISC/AC - $View commands for Open M for NT. ;12/04/2001 15:30    ;;8.0;KERNEL;**34,94,107,118,136,215**;Jul 10, 1995 ACTJ()   ;# Active jobs    N Y,% S %=0 F Y=0:1 S %=$ZJ(%) Q:%=""    Q Y AVJ()   ;# available jobs    ;Return fixed value if version < 2.1.6 (e.i. not Caché)
	If the lines are as above, after the line
	;Return fixed value if version < 2.1.6 (e.i. not Cache)
	Insert
	Q 99 ;Dummy return for Cache 5
	Now if you made changes, click File, Save and then Build, Compile. At the bottom of the window you should soon see the message "Compilation finished successfully."
39.	In a similar fashion, check to see if you need to edit the XWBTCPC.INT routine by inserting 'W:XWBOS="OpenM"&(+$$VERSION^%ZOSV()'<5) ! ' after 'I $L(STR)<511 W:($X+$L(STR))>511 ! W STR ', as shown below.  This step may also not be necessary in newer versions of VistA.
	Original line looks like:
	I $L(STR)<511 W:($X+$L(STR))>511 ! W STR Q
	New line looks like:
	I $L(STR)<511 W:($X+$L(STR))>511 ! W STR W:XWBOS="OpenM"&(+$$VERSION^%ZOSV()'<5) ! Q
	***N.B. For those interested, this is an excerpt from the hardhats mailing list describing the reason for this step:
	If you run an RPCBroker application, server opens a new session with XWBTCPC routine for the client but it does not return what it should for the XUS SIGNON SETUP (volume set, namespace, device, ...) Server is hanging in READ command in XWBTCPC and waiting for a new message from the client. And client is still waiting for the return message for XUS SIGNON SETUP remote procedure. The reason was that server doesn't always flush the buffer without an '!' after WRITE command. This makes problems when returning data for remote procedures which type is ARRAY or GLOBAL ARRAY. I made it work by adding an '!' after WRITE in WRITE+4 label in XWBTCPC routine:  ;I $L(STR)<511 W:($X+$L(STR))>511 ! W STR Q ; the original line I $L(STR)<511 W:($X+$L(STR))>511 ! W STR W:XWBOS="OpenM"&(+$$VERSION^%ZOSV()'<5) ! Q
	This step will almost certainly be necessary to avoid getting a message telling you the maximum number of users are now logged in.  Edit XUS.INT after the SET2 "tag", commenting out the line I $D(^%ZOSF("ACTJ")) X ^("ACTJ") I $P(XUVOL,U,3),($P(XUVOL,U,3)'>Y) Q 2 with a semicolon as shown below.
	SET2() ;EF. Return error code S XUNOW=$$HTFM^XLFDT($H),DT=$E(XUNOW,1,7) S X=$P(XOPT,U,14) I "N"'[X S XUF=(X["R")+1,XUF(.1)="",XUF(.2)=0,XUF(.3)=0 I X["D" S:$D(^XTV(8989.3,1,4.33,"B",XUDEV))[0 XUF=0 K DUZ,XUSER S (DUZ,DUZ(2))=0,(DUZ(0),DUZ("AG"),XUSER(0),XUSER(1),XUTT,%UCI)="" I $G(^%ZIS(14.5,"LOGON",XQVOL)) Q 1  ; I $D(^%ZOSF("ACTJ")) X ^("ACTJ") I $P(XUVOL,U,3),($P(XUVOL,U,3)'>Y) Q 2 S X=$G(^%ZIS(1,XUDEV,"XUS")),XU1=$G(^(1)) F I=1:1:15 I $P(X,U,I)]"" S $P(XOPT,U,I)=$P(X,U,I) S DTIME=600 I '$P(XOPT,U,11),$D(^%ZIS(1,XUDEV,90)),^(90)>2800000,^(90)'>DT Q 8 I $D(XRT0) S XRTN="XUS" D T1^%ZOSV Q
	Don't forget to save and compile any routines you change.
40.	CLOSE Studio and go back to Terminal and run "D ^%CD" and enter "VISTA" for the namespace again.
	Now determine the what is called the "BOX:VOLUME pair", which is really a VOLUME:BOX pair, for your machine. This is done as follows:
	VISTA>D GETENV^%ZOSV W Y
	Here is a sample return:
	VISTA^CACHE^ANTHRAX^CACHE:CACHEWEB
	In this instance, the 4th "piece", assuming ^ is the divider, is CACHE:CACHEWEB, which is the BOX:VOLUME pair.  ANTHRAX is the name of the computer this was done on, also known as the NODE.  The first CACHE (second "piece") listed is the VOLUME.  VISTA is the UCI (also the directory name where CACHE.DAT is located).  UCI is an old terminology you do not need to understand, but it helps to know what the UCI should be.  The so called BOX:VOLUME pair is actually the VOLUME:BOX pair, but it is always referred to as the "BOX VOLUME pair".  In short, this is what the above line corresponds to:
	UCI^VOL^NODE^BOX:VOLUME
	Jot down your BOX:VOLUME pair for comparison with what you find as the installation continues to be sure it has been set correctly.  It is very important that it be correct in some of the parameter files.
41.	Now to create your own domain. From the VISTA prompt, start VA FileMan by typing "D Q^DI". At the Select OPTION: prompt. Type "1". (You can see why you typed 1 if you type "??" at the option prompt. That will give you the list of options you can choose from and 1 is ENTER OR EDIT FILE ENTRIES.) At INPUT TO WHAT FILE: type "DOMAIN" and accept the ALL// default to EDIT WHICH FIELD. At Select DOMAIN NAME: enter a local domain name. Substitute an appropriate value for VISTA.MYDOMAIN.COM in the example below. N.B. If you are prompted for an ACCESS CODE, you will need to skip ahead to the section "Set Yourself Up as the System Manager", steps 49-78, and do that first. Then return to this step and use the ACCESS CODE you gave the System Manager.
	Select OPTION: 1   ENTER OR EDIT FILE ENTRIES INPUT TO WHAT FILE: NEW PERSON// DOMAIN EDIT WHICH FIELD: ALL// Select DOMAIN NAME: VISTA.MYDOMAIN.COM    Are you adding 'VISTA.MYDOMAIN.COM' as     a new DOMAIN (the 2ND)? No// Y (Yes) FLAGS: ^ Select DOMAIN NAME:
42.	Now to complete the DOMAIN set up by Christening the new domain. Go back to the VISTA> prompt and type "D CHRISTEN^XMUDCHR".
	VISTA>DO CHRISTEN^XMUDCHR * * * * WARNING * * * * You are about to change the domain name of this facility in the MailMan Site Parameters file. Currently, this facility is named: PLATINUM.VISTA.MED.VA.GOV You must be extremely sure before you proceed! Are you sure you want to change the name of this facility? NO// YES Select DOMAIN NAME: PLATINUM.VISTA.MED.VA.GOV//  VISTA.MYDOMAIN.COM The domain name for this facility is now: VISTA.MYDOMAIN.COM PARENT: 4// PLATINUM.VISTA.MED.VA.GOV TIME ZONE: MDT// PDT     PACIFIC DAYLIGHT PLATINUM.VISTA.MED.VA.GOV has been initialized as your 'parent' domain. (Forum is usually the parent domain, unless this is a subordinate domain.) You may edit the MailMan Site Parameter file to change your parent domain. We will not initialize your transmission scripts. Use the 'Subroutine editor' option under network management menu to add your site passwords to the MINIENGINE script, and the 'Edit a script' option to edit any domain scripts that you choose to.
43.	Determine the internal entry of the new domain. Remember this number as it will be used in subsequent steps. Get back to the Select OPTION: prompt and enter "INQUIRE" or "5" (once again, you can type ?? to see the available options and 5 is INQUIRE TO FILE ENTRIES) then at the Select DOMAIN NAME: prompt, enter the new domain name you just created. Answer "N" to STANDARD CAPTIONED OUTPUT and at PRINT FIELD: answer "NUMBER". The domain number is "printed" to the screen.
	Select OPTION: 5 INQUIRE TO FILE ENTRIES OUTPUT FROM WHAT FILE: DOMAIN// Select DOMAIN NAME: VISTA.MYDOMAIN.COM ANOTHER ONE: STANDARD CAPTIONED OUTPUT? Yes// N (No) FIRST PRINT FIELD: NUMBER THEN PRINT FIELD: Heading (S/C): DOMAIN LIST// DEVICE: CONSOLE Right Margin: 80// DOMAIN LIST                                   APR 11,2003 10:51 PAGE 1 NUMBER 3
44.	From the VISTA prompt repoint the KERNEL SYSTEM PARAMETERS and RPC BROKER PARAMETERS files to the new domain, go back to the VISTA> prompt and enter 'S $P(^XTV(8989.3,1,0),"^")=3' and 'S $P(^XWB(8994.1,1,0),"^")=3' where 3 is the internal number of the new domain we just created in the previous step.
	VISTA>S $P(^XTV(8989.3,1,0),"^")=3    VISTA>S $P(^XWB(8994.1,1,0),"^")=3
45.	Then from the VISTA> prompt again start FileMan with "D Q^DI". At Select OPTION: enter "6" (UTILITY FUNCTIONS) then select RE-INDEX FILE. At MODIFY WHAT FILE, enter "KERNEL SYSTEM PARAMETERS". Then do the same for the RPC BROKER PARAMETERS file. See example below for the rest of the dialogue.
	VISTA>D Q^DI VA FileMan 22.0 Select OPTION: UTILITY FUNCTIONS Select UTILITY OPTION: RE-INDEX FILE MODIFY WHAT FILE: DOMAIN// 8989.3   KERNEL SYSTEM PARAMETERS (1 entry) THERE ARE 13 INDICES WITHIN THIS FILE DO YOU WISH TO RE-CROSS-REFERENCE ONE PARTICULAR INDEX? No// (No) OK, ARE YOU SURE YOU WANT TO KILL OFF THE EXISTING 13 INDICES? No// Y (Yes) DO YOU THEN WANT TO 'RE-CROSS-REFERENCE'? Yes// (Yes) ...EXCUSE ME, LET ME THINK ABOUT THAT A MOMENT... FILE WILL NOW BE 'RE-CROSS-REFERENCED'................ Select UTILITY OPTION: RE-INDEX FILE MODIFY WHAT FILE: KERNEL SYSTEM PARAMETERS// 8994.1   RPC BROKER SITE PARAMETERS            (1 entry) THERE ARE 5 INDICES WITHIN THIS FILE DO YOU WISH TO RE-CROSS-REFERENCE ONE PARTICULAR INDEX? No//   (No) OK, ARE YOU SURE YOU WANT TO KILL OFF THE EXISTING 5 INDICES? No// Y   (Yes) DO YOU THEN WANT TO 'RE-CROSS-REFERENCE'? Yes//   (Yes) ...HMMM, HOLD ON... FILE WILL NOW BE 'RE-CROSS-REFERENCED'......
46.	Check the VOLUME SET File (#14.5). If you accepted the default VISTA when you ran ZTMGRSET (<a href="#ZTMGRSET">see previous steps</a>), the VOLUME SET File should not need any changes. At Select OPTION: enter "1" for EDIT OR ENTER FILE ENTRIES. The choice should be INPUT TO WHAT FILE: VOLUME SET//. Accept the default if it is VOLUME SET else type "14.5", and at EDIT WHICH FIELD: ALL// hit enter. At Select VOLUME SET prompt type "??" to see a list of entries. When asked which volume set again, type in VISTA or whatever it is exactly as it is (all caps). Leave TASKMAN FILES UCI: VISTA// as VISTA. The values should match what is shown below.
	Select OPTION: 1   ENTER OR EDIT FILE ENTRIES INPUT TO WHAT FILE: VOLUME SET// 14.5   VOLUME SET (1 entry) EDIT WHICH FIELD: ALL// Select VOLUME SET: ??    VISTA    You may enter a new VOLUME SET, if you wish    Answer should be the name of a volume set.      When each cpu can have only one volume set, this is also the cpu name.      Answer will be used in extended global references to reach this volume. Select VOLUME SET: VISTA VOLUME SET: VISTA// TYPE: GENERAL PURPOSE VOLUME SET// INHIBIT LOGONS?: NO// LINK ACCESS?: YES// OUT OF SERVICE?: NO// REQUIRED VOLUME SET?: NO// TASKMAN FILES UCI: VISTA// TASKMAN FILES VOLUME SET: VISTA// REPLACEMENT VOLUME SET: DAYS TO KEEP OLD TASKS: 4// SIGNON/PRODUCTION VOLUME SET: Yes// Select VOLUME SET:
47.	This step is to get the proper value for the BOX-VOLUME PAIR in the TASKMAN SITE PARAMETERS File. Edit the TASKMAN SITE PARAMETER File (# 14.7) to update the BOX-VOLUME PAIR. Note that when you enter a "?" at the BOX-VOLUME PAIR prompt, it tells you what the correct value should be.
	Select OPTION: 1   ENTER OR EDIT FILE ENTRIES INPUT TO WHAT FILE: VOLUME SET// 14.7   TASKMAN SITE PARAMETERS                 (1 entry) EDIT WHICH FIELD: ALL// Select TASKMAN SITE PARAMETERS BOX-VOLUME PAIR: ?     Answer with TASKMAN SITE PARAMETERS BOX-VOLUME PAIR:    VISTA:CACHE      You may enter a new TASKMAN SITE PARAMETERS, if you wish      Answer must be 3-30 characters in length. The value for the current account is VISTA:CACHEWEB Select TASKMAN SITE PARAMETERS BOX-VOLUME PAIR: VISTA:CACHE BOX-VOLUME PAIR: VISTA:CACHE// VISTA:CACHEWEB RESERVED: ^ Select TASKMAN SITE PARAMETERS BOX-VOLUME PAIR:
48.	Now update the RPC BROKER SITE PARAMETER File.
	Select OPTION: 1   ENTER OR EDIT FILE ENTRIES INPUT TO WHAT FILE: TASKMAN SITE PARAMETERS// 8994.1   RPC BROKER SITE PARAMETERS EDIT WHICH FIELD: ALL// Select RPC BROKER SITE PARAMETERS DOMAIN NAME: VISTA.MYDOMAIN.COM      ...OK? Yes// (Yes) DOMAIN NAME: VISTA.MYDOMAIN.COM// Select BOX-VOLUME PAIR: VISTA:CACHEWEB//    BOX-VOLUME PAIR: VISTA:CACHEWEB//    Select PORT: 9210//     PORT: 9210//     *UCI:     STATUS: STOPPED//     CONTROLLED BY LISTENER STARTER: YES// N   NO

Set Yourself Up as the System Manager

This is a super user who will have elevated privileges. You can add other users such as Physicians, Pharmacists, etc. later.

49.	Now to set up the System Manager user with minimal information. We will add more information later. At Select OPTION: Type "1" (Type "??" to see Option 1 if you wish)
50.	At INPUT TO WHAT FILE: Type "200", the number of the NEW PERSON file.
51.	At EDIT WHICH FIELD: ALL// Type ".01" and hit enter. It will echo back NAME.
52.	It may respond with finish with NEW PERSON, 2 ENTRIES and then prompt you.
53.	At THEN EDIT FIELD: Type "ACCESS CODE" and the computer will finish it with Want to edit access code (Y/N)? Hit Enter and hit enter until you are prompted with Select NEW PERSON NAME.
54.	At Select NEW PERSON NAME, Type "MANAGER,SYSTEM" or whatever you choose.
55.	At Are you adding "MANAGER,SYSTEM" as a NEW PERSON (the 2nd [or whatever it offers you])? No// type "Y".
56.	It will respond Checking SOUNDEX for matches. No matches found. NEW PERSON INITIAL:
57.	Type "SM" or whatever you choose.
58.	At Want to Edit ACCESS Code (Y/N): Type "Y". For NEW PERSON MAIL CODE: hit ENTER.
59.	Then enter an access code. (Type "??" and hit enter to see what the options are for access codes if you wish.) At least 6 mixed alphanumeric characters. If not, just type the code and hit enter.
60.	Retype the code as directed. FileMan will respond OK, Access code has been changed! The VERIFY CODE has been deleted as a security measure. The user will have to enter a new one the next time they sign-on.
61.	At Select NEW PERSON NAME: Hit enter.
	Select OPTION: 1   ENTER OR EDIT FILE ENTRIES INPUT TO WHAT FILE: RPC BROKER PARAMETERS// 200   NEW PERSON           (2 entries) EDIT WHICH FIELD: ALL// .01   NAME THEN EDIT FIELD: ACCESS CODE   Want to edit ACCESS CODE (Y/N) THEN EDIT FIELD: Select NEW PERSON NAME: MANAGER,SYSTEM   Are you adding 'MANAGER,SYSTEM' as a new NEW PERSON (the 3RD)? No// Y   (Yes) Checking SOUNDEX for matches. No matches found.   NEW PERSON INITIAL: SM   NEW PERSON MAIL CODE: Want to edit ACCESS CODE (Y/N): Y Enter a new ACCESS CODE <Hidden>: ****** Please re-type the new code to show that I have it right: ****** OK, Access code has been changed! The VERIFY CODE has been deleted as a security measure. The user will have to enter a new one the next time they sign-on. Select NEW PERSON NAME:
62.	At the Select OPTION: prompt Type "5".
63.	At OUTPUT FROM WHAT FILE: NEW PERSON// Hit Enter.
64.	At Select NEW PERSON NAME: Type "MANAGER,SYSTEM", or whatever you chose for the system manager name and hit enter.
65.	At ANOTHER ONE: Hit enter.
66.	At STANDARD CAPTIONED OUTPUT? YES// Hit enter or "Y".
67.	At Include COMPUTED fields: (N/Y/R/B): NO// type "B".
68.	The response will be a screen full of data. At the upper left hand corner will be NUMBER: followed by a number. This number will be the DUZ number that will be used in what follows below.
69.	Hit Enter until you back out to VISTA>.
70.	At VISTA> Type "SET DUZ= " and after the = sign, type in that number you found above for your DUZ number, and hit Enter.
71.	At the next VISTA> prompt, type S $P(^VA(200,DUZ,0),"^",4)="@". This will identify this user as a programmer to VA FileMan.
72.	At the next VISTA> prompt, type "D ^XUP". This is the VA Kernel's Programmer entry point.
73.	The first time, you will be asked to select a TERMINAL TYPE NAME:. Enter "C-VT100" and select 1.
74.	At Select OPTION NAME: Type "XUMAINT", it will echo back Menu Management.
75.	At Select Menu Management Option: type "KEY" Management; then at Select Key Management Option: "ALLO"cation of Security Keys.
76.	Proceed to allocate the following keys - XUMGR, XMMGR, XUPROG, XUPROGMODE.
77.	When it asks Holder of the key, enter "MANAGER,SYSTEM" or whatever name you selected.
	VISTA>S DUZ=1 VISTA>S $P(^VA(200,DUZ,0),"^",4)="@" VISTA>D ^XUP Setting up programmer environment Select TERMINAL TYPE NAME: C-VT100    1 C-VT100 Digital Equipment Corporation VT-100 video    2 C-VT100HIGH Normal display of characters in BOLD ! CHOOSE 1-2: 1 C-VT100 Digital Equipment Corporation VT-100 video Terminal Type set to: C-VT100 Select OPTION NAME: XUMAINT Menu Management Select Menu Management Option: KEY Management Select Key Management Option: ALLOcation of Security Keys Allocate key: XUMGR Another key: XUPROG    1   XUPROG    2   XUPROGMODE CHOOSE 1-2: 1   XUPROG Another key: XUPROGMODE Another key: XMMGR Another key: Holder of key: MANAGER,SYSTEM       SM Another holder: You've selected the following keys: XUPROG     XUMGR     XUPROGMODE     XMMGR You've selected the following holders: MANAGER,SYSTEM You are allocating keys. Do you wish to proceed? YES// XUPROG being assigned to:    MANAGER,SYSTEM XUMGR being assigned to:    MANAGER,SYSTEM XUPROGMODE being assigned to:    MANAGER,SYSTEM XMMGR being assigned to:    MANAGER,SYSTEM Select Key Management Option:

Set Up More Parameters

These are parameters that are more applicable to the VistA application software.

78.	If you are planning to use the VistA applications such as Registration, Scheduling etc. you need to add new Institution to the INSTITUTION File. Go back to the VISTA> prompt and "SET XUMF=1" then "D Q^DI". Select Option #1 and edit File #4. Edit the field STATION NUMBER. For Station Number, you must enter the same number as the Site Number when you initialized FileMan. (See Start FileMan and <a href="#Vista_Setup">Begin Setting Up Vista section</a>.)
	VISTA>S XUMF=1 D Q^DI VA FileMan 22.0 Select OPTION: 1   ENTER OR EDIT FILE ENTRIES INPUT TO WHAT FILE: NEW PERSON// 4   INSTITUTION (27 entries) EDIT WHICH FIELD: ALL// STATION NUMBER THEN EDIT FIELD: Select INSTITUTION NAME: VISTA HEALTH CARE   Are you adding 'VISTA HEALTH CARE' as a new INSTITUTION (the 28TH)? No// Y   (Yes) STATION NUMBER: 6100 Select INSTITUTION NAME:
79.	Then you need to add a Medical Center Division. Select File #40.8 and edit fields FACILITY NUMBER and INSTITUTION FILE POINTER. Enter the Institution STATION NUMBER for FACILITY NUMBER and the name of the Institution in INSTITUTION FILE POINTER.
	Select OPTION: 1   ENTER OR EDIT FILE ENTRIES INPUT TO WHAT FILE: INSTITUTION// 40.8   MEDICAL CENTER DIVISION (1 entry) EDIT WHICH FIELD: ALL// FACILITY NUMBER THEN EDIT FIELD: INSTITUTION FILE POINTER THEN EDIT FIELD: Select MEDICAL CENTER DIVISION NAME: VISTA MEDICAL CENTER    Are you adding 'VISTA MEDICAL CENTER' as    a new MEDICAL CENTER DIVISION (the 2ND)? No// Y   (Yes)    MEDICAL CENTER DIVISION NUM: 2//    MEDICAL CENTER DIVISION FACILITY NUMBER: 6100A FACILITY NUMBER: 6100A// INSTITUTION FILE POINTER: VISTA HEALTH CARE    6100 Select MEDICAL CENTER DIVISION NAME:
80.	You are now ready to enter additional information for the system manager user like PRIMARY MENU, VERIFY CODE etc.
81.	Go back to the VISTA prompt and type "D ^XUP".
82.	At Select OPTION NAME: Type "XUSEREDIT", it will give you two choices, select 1.
83.	At Select NEW PERSON NAME: Type the name you chose for Manager, System.
	VISTA>D ^XUP Setting up programmer environment Terminal Type set to: C-VT100 Select OPTION NAME: XUSERED     1   XUSEREDIT   Edit an Existing User     2   XUSEREDITSELF   Edit User Characteristics CHOOSE 1-2: 1 XUSEREDIT  Edit an Existing User Edit an Existing User Select NEW PERSON NAME: MANAGER,SYSTEM    SM
84.	Now you will be presented with a screen with multiple options. You can navigate the screen with the TAB key. For navigation help, use your keyboard arrows to move down to the command line and hold down either the Num Lock key (which is mapped as PF1 of a VT-320 terminal by Caché) or F1 for other terminal emulations and hit "H" and then Enter for help. You can exit by typing "^" on the command line and the change you made will be saved. As a minimum, assign EVE as the PRIMARY MENU and enter IRM (it's the only choice) as SERVICE/SECTION. If you plan to use CPRS, enter OR CPRS GUI CHART as a SECONDARY MENU OPTION. Enter other data as you deem appropriate.
85.	Type "N"EXT PAGE at COMMAND: to go to page 2 to update the TIMED READ field and other fields you wish to update. For DEFAULT TIMED-READ (SECONDS): if you change it to 3600 you will be allow an hour before being automatically signed off. It makes it easier to work when you are learning and setting things up.
	Press <PF1> refers to notations for use of Vista on Terminals. For example, the original VT-320 keyboard had additional character sets and keys which include Find, Select, Insert, Remove, Previous Screen, Next Screen, an arrow cluster and F1 to F20. With Caché, the Keys are "mapped", which means when you push a given key it acts as the key would in a terminal. For instance, F1, F2, F3 and F4 are equivalent to the PF1, PF2, PF3 and PF4 keys on the terminal keyboard and Page Up and Page Down on the computer keyboard correspond to Previous Screen and Next Screen. A listing of other mappings can be found at the Caché Cube Terminal window under Help and search Keyboard Mappings. Also there is lots of information about terminal if you are interested at <a href="http://www.VT100.net">www.VT100.net</a>.

Set Up Menus for the System Manager

EVE is the System Manager menu and XUCOMMAND is a common menu available to all users.

86.	The next step is to make FileMan, MailMan, and Manage MailMan menus accessible to the System Manager user from the menu system. From the VISTA prompt, type "D ^XUP". At Select OPTION NAME: enter "XUMAINT". Then at Select Menu Management, type "EDIT OPTIONS", then pick EVE.
87.	Select 1 from the list then at NAME: EVE// type "^10".
88.	At Select ITEM: enter "DIUSER". Hit enter until you get to Select ITEM again (you may enter data for the other fields like SYNONYM if you wish).
89.	At the next Select ITEM: enter "XMMGR".
	VISTA>D ^XUP Setting up programmer environment Terminal Type set to: C-VT10 Select OPTION NAME: XUMAINT     Menu Management Select Menu Management Option: EDit options Select OPTION to edit: EVE     1 EVE Systems Manager Menu     2 EVENT CAPTURE (ECS) EXTRACT AU ECX ECS SOURCE AUDIT Event Capture (ECS) Extract Audit     3 EVENT CAPTURE DATA ENTRY ECENTER Event Capture Data Entry     4 EVENT CAPTURE EXTRACT ECXEC Event Capture Extract     5 EVENT CAPTURE MANAGEMENT MENU ECMGR Event Capture Management Menu Press <RETURN> to see more, '^' to exit this list, OR CHOOSE 1-5: 1   EVE Systems Manager Menu NAME: EVE// ^10   MENU Select ITEM: HL MAIN MENU// DIUSER VA FileMan   Are you adding 'DIUSER' as a new MENU (the 13TH for this OPTION)? No// Y (Yes)    MENU SYNONYM: FM    SYNONYM: FM//   DISPLAY ORDER: Select ITEM: XMMGR     1   XMMGR     Manage Mailman     2   XMMGR-BACKGROUND-FILER     Background Filer (XMAD)     3   XMMGR-BKFILER-ACT     Active Users/Deliveries Report     4   XMMGR-BKFILER-EDIT-NORMALIZED     Edit numbers to Normalize Reports     5   XMMGR-BKFILER-GROUP     Deliveries by Group Press <RETURN> to see more, '^' to exit this list, OR CHOOSE 1-5: 1   XMMGR     Manage Mailman   Are you adding 'XMMGR' as a new MENU (the 14TH for this OPTION)? No// Y (Yes)   MENU SYNONYM:   SYNONYM:   DISPLAY ORDER: Select ITEM: CREATOR: MANAGER,SYSTEM// ^
90.	Exit by entering "^" at any prompt. At the next Select OPTION to edit: enter "XUCOMMAND". Then at NAME: XUCOMMAND// type "^10". At Select ITEM: enter "XMUSER".
	Select OPTION to edit: XUCOMMAND     SYSTEM COMMAND OPTIONS NAME: XUCOMMAND// ^10   MENU Select ITEM: XQALERT// XMUSER   MailMan Menu   Are you adding 'XMUSER' as a new MENU (the 8TH for this OPTION)? No// Y   (Yes)   MENU SYNONYM: MM   SYNONYM: MM//   DISPLAY ORDER: Select ITEM: CREATOR: MANAGER,SYSTEM// ^ Select OPTION to edit:
91.	To change the default time it takes before users are automatically signed off the system from the default of 300 seconds. This, again, is to give you more time to work as you are learning. Back out to the VISTA prompt. At the VISTA prompt, Type "D ^ZU".
92.	At ACCESS CODE, type in the code you chose when setting up MANAGER, SYSTEM as a NEW PERSON.
93.	At VERIFY CODE, hit ENTER. When asked for a new verify code, type the code you choose and remember it.
94.	At Select Systems Manager Menu Option: Type "OPER", (short for operations management) and hit enter. You can see all of the choices available to you if you type "??".
95.	At Select Operations Management Option: Type "KER" short for Kernel Management Menu and hit enter. At Select Kernel Management Menu Option: Type "ENT", short for Enter/Edit Kernel Site Parameters. Hit enter.
96.	You will be presented with a similar screen as in editing the SYSTEM MANAGER characteristics. You can navigate the screen with the TAB key. For DEFAULT TIMED-READ (SECONDS): change it to 3600 to allow an hour before being automatically signed off, or whatever you choose.

Update the Devices, Start Taskman and Mail a Message

These are basic devices to complete the setup. You can setup other devices, such as printers, later.

97.	Now to update devices. The Platinum CACHE.DAT already comes with preconfigured devices. It is best to leave the VOLUME SET(CPU) field blank. The help text for the field states: "If no name has been entered for this field, this device is assumed to be accessible from all CPUs in the network. In other words, when this device is referenced, the device handler will operate as if this device is resident on the local CPU". The SIGN-ON/SYSTEM DEVICE: field should be set to NO or left blank for output devices and YES if the device is used to log on to the system. Use FileMan to edit the CONSOLE, NULL, HFS, and TELNET devices. CONSOLE is the primary logon device. The NULL device is used by the Vista RPC Broker and HFS is used by the Kernel Installation and Distribution System (KIDS) to install application patches and new applications when they are released. On the single user Caché PC you will not need the TELNET device since it does not allow remote access. At the VISTA> prompt, type "D Q^DI" to invoke VA Fileman. At Select OPTION: type "1" (ENTER OR EDIT FILE ENTRIES) and at INPUT TO WHAT FILE:, enter "3.5".
	VA FileMan 22.0 Select OPTION: 1   ENTER OR EDIT FILE ENTRIES INPUT TO WHAT FILE: PACKAGE// 3.5   DEVICE (35 entries) EDIT WHICH FIELD: ALL// Select DEVICE NAME: CONSOLE     CONSOLE |TRM| NAME: CONSOLE// LOCATION OF TERMINAL: CONSOLE// Select MNEMONIC: LOCAL SYNONYM: $I: |TRM|// VOLUME SET(CPU): SIGN-ON/SYSTEM DEVICE: Y   YES TYPE: VIRTUAL TERMINAL// SUBTYPE: C-VT100// ^ Select DEVICE NAME: TELNET     TELNET |TNT| VISTA NAME: TELNET// LOCATION OF TERMINAL: TELNET// Select MNEMONIC: LOCAL SYNONYM: $I: |TNT|// VOLUME SET(CPU): VISTA// @   SURE YOU WANT TO DELETE? Y   (Yes) SIGN-ON/SYSTEM DEVICE: Y   YES TYPE: VIRTUAL TERMINAL// SUBTYPE: C-VT320// ^ Select DEVICE NAME: HFS     Host File Server C:\PLATINUM\TMP.DAT NAME: HFS// LOCATION OF TERMINAL: Host File Server// Select MNEMONIC: LOCAL SYNONYM: $I: C:\PLATINUM\TMP.DAT// C:\TEMP\TMP.TXT VOLUME SET(CPU): SIGN-ON/SYSTEM DEVICE: ^ Select DEVICE NAME: NULL     1   NULL     NT SYSTEM //./nul     2   NULL-DSM     Bit Bucket _NLA0: CHOOSE 1-2: 1   NULL     NT SYSTEM     //./nul NAME: NULL// LOCATION OF TERMINAL: NT SYSTEM// Select MNEMONIC: LOCAL SYNONYM: $I: //./nul// VOLUME SET(CPU): SIGN-ON/SYSTEM DEVICE: YES// N   NO TYPE: TERMINAL// SUBTYPE: C-VT100// ^ Select DEVICE NAME:
98.	Again from the VISTA promt, enter "D ^ZTMCHK" to check if TaskMan's environment is OK. This will present you with two screens with information on TaskMan's environment.
Screen #1
Screen #2
99.	If TaskMan's environment is OK, you are ready to start TaskMan. Go back to the VISTA prompt and type "D ^ZTMB" to start TASKMAN.
100.	To monitor TaskMan, enter "D ^ZTMON" from the VISTA prompt. Enter "^" at the UPDATE// prompt to exit the monitor or enter a "?" to see what the other options are.
101.	From the VISTA> programmer prompt you can check the system status with "D ^%SS". You should see at least two Taskman processes - %ZTM and %ZTMS.
102.	Now send a message using Postmaster to your DUZ number. Use D ^%CD to get into the namespace, VISTA, and then type "S DUZ=.5 D ^XUP". You will get the response SETTING UP PROGRAMMER ENVIROMENT then TERMINAL TYPE SET TO: (your default) and Select OPTION NAME:. You will need to respond: "XMUSER". At Select Mailman Menu Option: type "S" (for send). At Subject: enter your subject, such as Test, and then hit enter. You will then be prompted You may enter the text of the message and you will be offered the line number 1> where you can type your message, such as the infamous Hello world. Next will be line 2> and if you are done, just hit enter and at EDIT Option: you can do the same. At Send mail to: POSTMASTER// enter the initials you used for your DUZ which were probably SM for System Manager. You will then be told when MailMan was last used, which is probably NEVER. Hit enter at And Send to: and you should receive the message Select Message option: Transmit now// at which you hit enter and will hopefully receive the message Sending [1] Sent. Type "^" to exit.
103.	Now see if you received it. Log on using "D ^ZU". At the Systems Manager prompt, type "MAIL". Then at the Select MailMan Menu Option: type "NEW" Messages and Responses. Read the mail.

Test CPRS

Start and test the RPC Broker.

The RPC Broker is VistA's Client/Server software and is needed by VistA's GUI client.

104.	Now to see of the RPC BROKER will start. To start the broker, type "D STRT^XWBTCP(port)" at the VISTA prompt. The system status should now show the broker listener (XWBTCPL) running.
	VISTA>D STRT^XWBTCP(9210) Start TCP Listener... Checking if TCP Listener has started... TCP Listener started successfully. VISTA>
	Now run "D ^%SS" again. You should see something like the following with XWBPTCL running.
105.	If you have the RPCTEST.EXT on your workstation, you test your connection to the localhost. Download the file XWB1_1WS.EXE from <a href="ftp://ftp.va.gov/vista/Software/Packages/RPC Broker - XWB/PROGRAMS/">ftp://ftp.va.gov/vista/Software/Packages/RPC Broker - XWB/PROGRAMS/</a>. (Note: The VA's ftp site is not compatible with Netscape's ftp. Either use Windows Explorer or FTP software). Double click on this file once you have downloaded it. Accept the defaults. It will install RPC Broker's Client software including RPCTEST.EXE. Then go to C:\program files\vista\broker\rcptest.exe and double click on it or create a shortcut on your desktop.
106.	You should see a Vista logon screen.
108.	If you connect successfully, the link state will turn green.
109.	To stop TaskMan, use "D STOP^ZTMKU" and answer "YES" to stopping the submanagers.
110.	To stop Broker, use "D STOP^XWBTCP(9210)".

End of Chapter 1 ---> <a href="CPRSStart12.html">Chapter 2</a>

Work of Nancy Anthracite being transfered from Hardhats.org by --gra'pa Z 12:54, 28 Aug 2005 (CDT)

Credits

Thank you to everyone.