Upgrade OpenEMR 2.8.3 Appliance To 3.0.1

Page Last modified: 04/11/09 09:29:44 AM

LINK TO MANUAL IN PDF FORMAT

Author: Brady Miller

Email: brady@sparmy.com

Discussion Board: https://sourceforge.net/forum/?group_id=60081

Introduction

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This is an extensive upgrade. I have decided to move away from Mandriva's OS to the Ubuntu server edition OS (8.04). The reason I did this is simply the maintenance Ubuntu provides. Ubuntu maintains this server release for four more years, while Mandriva seems to only maintain releases for about a year. Because of this, I think the move will be well worth it.

For users whom require a GUI desktop, the Ubuntu Server edition OS (8.04) does not come with a desktop, however it is easy to install one and is described in the user manual. The administration in the Ubuntu Server can be mostly done via Webmin, so the interface is still graphical.

There have also been marked changes to OpenEMR, most importantly FreeB, Sql-Ledger, and php-GACL are no longer required separate installations.

So this upgrade will consist of several steps. First we will upgrade to OpenEMR version 3.0.0 on the Mandriva OS. Then we will migrate the medical billing (sql-ledger) and access controls (php-gacl) into OpenEMR. Then we will migrate the updated version of OpenEMR into the new appliance (with Ubuntu server edition OS – 8.04).

Please, back up all of your data, and use these instructions at your own risk.

Step 1) Upgrade OpenEMR

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1. Download openemr-3.0.1.tar.gz (version 3.0.1) from sourceforge at: http://sourceforge.net/project/showfiles.php?group_id=60081

2. Enter below bolded instructions on command line as root user:

#log into root

su

#make backup directories

mkdir /backupopenemrandfreeb/2_8_3

#move old OpenEMR 2.8.2 to the backup directory

mv /var/www/html/openemr /backupopenemrandfreeb/2_8_3/openemr

#put the new OpenEMR 3.0.1 program in its place

cd /var/www/html

tar pxzvf /location/to/tar/openemr-3.0.1.tar.gz

mv openemr-3.0.1 /var/www/html/openemr

#secure OpenEMR

chown -Rf root:root openemr

#Restore the original directories

cp -fr /backupopenemrandfreeb/2_8_3/openemr/documents /var/www/html/openemr/

cp -fr /backupopenemrandfreeb/2_8_3/openemr/edi /var/www/html/openemr/

#Need to change some file/folder permissions

chown -R apache:apache /var/www/html/openemr/interface/main/calendar/modules/PostCalendar/pntemplates/cache

chown -R apache:apache /var/www/html/openemr/interface/main/calendar/modules/PostCalendar/pntemplates/compiled

chown -R apache:apache /var/www/html/openemr/edi

chown -R apache:apache /var/www/html/openemr/era

chown -R apache:apache /var/www/html/openemr/documents

chown -R apache:apache /var/www/html/openemr/custom/letter_templates

chown -R apache:apache /var/www/html/openemr/gacl/admin/templates_c

chown -R apache:apache /var/www/html/openemr/library/freeb

#Now need to edit the new config files. There are seven files that need to be compared to your old config files: openemr/interface/globals.php, openemr/library/sqlconf.php, openemr/library/sql-ledger.inc, openemr/includes/config.php, openemr/library/acl.inc, openemr/gacl/gacl.ini.php, and openemr/gacl/gacl.class.php. The below instructions are specific for the openemr appliance(only the bolded files above require changing or copying). If you have made your own changes to the config files, then I'd recommend comparing them to ensure no other changes are needed. We will replace one file with the previous 2.8.3 config file and will edit four of the new 3.0.1 config files.

#replace new /var/www/html/openemr/library/sqlconf.php file with the old 2.8.3 file

cp -f /backupopenemrandfreeb/2_8_3/openemr/library/sqlconf.php /var/www/html/openemr/library/sqlconf.php

#edit file /var/www/html/openemr/interface/globals.php:

mcedit /var/www/html/openemr/interface/globals.php

#edit the following bolded variables :

$webserver_root = "/var/www/html/openemr";

$sl_dbname = 'openemr'; // sql-ledger database name

$sl_dbuser = 'sql-ledger'; // sql-ledger database login name

$sl_dbpass = 'sql-ledger-password'; // sql-ledger database login password (click link for default above password, which is the PostgreSQL database password, and should be 'sqlledger' )

TEXT EDITOR SAVE AND EXIT

#edit file /var/www/html/openemr/includes/config.php:

mcedit /var/www/html/openemr/includes/config.php

#edit the following bolded variables :

$GLOBALS['oer_config']['ws_accounting']['enabled'] = 1;

$GLOBALS['oer_config']['ws_accounting']['username'] = "openemr";

$GLOBALS['oer_config']['ws_accounting']['password'] = "openemrSqlLedgerpassword"; (click link for default above password, which is sql-ledger 'openemr' user password, and should be “openemr”)

TEXT EDITOR SAVE AND EXIT

#edit file /var/www/html/openemr/gacl/gacl.ini.php:

mcedit /var/www/html/openemr/gacl/gacl.ini.php

#edit the following bolded variables :

db_host = "localhost"

db_user = "openemr"

db_password = "openemrMySQLpassword" (click link for default above password, which is mysql 'openemr' user password, and should be “openemr”)

db_name = "openemr"

TEXT EDITOR SAVE AND EXIT

#edit file /var/www/html/openemr/gacl/gacl.class.php:

mcedit /var/www/html/openemr/gacl/gacl.class.php

#edit the following bolded variables :

var $_db_host = 'localhost';

var $_db_user = 'openemr';

var $_db_password = 'openemrMySQLpassword';(click link for default above password, which is mysql 'openemr' user password, and should be “openemr”)

var $_db_name = 'openemr';

TEXT EDITOR SAVE AND EXIT

#Backup the mysql database into backup directory.

mkdir /backupopenemrandfreeb/2_8_3/mysqldatabase

mysqldump --opt --all-databases | gzip > /backupopenemrandfreeb/2_8_3/mysqldatabase/mysql_backup.gz

Step 2) Upgrade OpenEMR MySQL database

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1. Run mysql upgrade script: http://localhost/openemr/sql_upgrade.php

Select '2.8.3', then click 'Upgrade Database'.

This can take awhile. When 'Database upgrade finished' can be seen at bottom, then can close window.

Step 3) Migrate php-GACL into OpenEMR

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1. Enter below bolded instructions on command line as root user:

#log into root

su

#go to web directory and download the prefix script

cd /var/www/html/

wget http://bradymd.com/prefixMod.tar.gz

tar -xzvf prefixMod.tar.gz

#backup the gacl database before modifying it

mysqldump gacl > gaclBackup.sql

mv gaclBackup.sql /backupopenemrandfreeb/2_8_3/mysqldatabase/

2. Run the downloaded modify database prefix script: http://localhost/prefixMod.php

1) 'Enter server address:' -> 'localhost'.

2) 'Enter database name:' -> 'gacl'.

3) 'Enter database user:' -> 'root'.

4) 'Enter database password' -> put your root mysql password here (the default appliance does not have password here so left it blank).

5) 'Enter New Prefix' -> 'gacl'.

6) Click 'Change Table Prefixes'.

Should see this, then can close window.

3. Enter below bolded instructions on command line as root user:

#log into root

su

#delete the php table changer script

cd /var/www/html/

rm -f prefixMod.php

rm -f prefixMod.tar.gz

#place gacl database into file

mysqldump gacl > gacl.sql

#migrate the gacl database into the openemr database

mysql openemr < gacl.sql

#remove and drop the old database

rm -f gacl.sql

mysqladmin drop gacl

-'y' to confirm

Step 4) Upgrade access controls

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1. Run access controls upgrade script: http://localhost/openemr/acl_upgrade.php

Should see this, then can close window.

Step 5) Migrate Sql-Ledger into OpenEMR

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1. Run Sql-Ledger migration script: http://localhost/openemr/sl_convert.php

This can take awhile, can close when done. (note that zero records were processed in my example because I'm upgrading an empty openemr; if you have processed any billing then you will have records and it will take some time to finish).

2. Configure config file. Enter below bolded instructions on command line as root user:

#log into root

su

#edit file /var/www/html/openemr/includes/config.php:

mcedit /var/www/html/openemr/includes/config.php

#edit the following bolded variables :

$GLOBALS['oer_config']['ws_accounting']['enabled'] = 2;

TEXT EDITOR SAVE AND EXIT

Step 6) Migrate data out of the mandriva appliance

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1. Get backup through openemr and save it outside your appliance. Open a browser outside your appliance and go into openemr: https://ApplianceIPaddress/openemr

Login to openemr with 'admin' user.

Click radio button to left of 'Admin'.

Click 'Backup'.

Click 'Continue'.

Toggle 'Save File', and click 'OK' to save on your computer (note you are not saving this on your appliance; you are saving it on your main computer).

You can now 'Logout', and close the window.

2. Shutdown your mandriva appliance for the last time!! (keep it around in case you left something on it). Enter below bolded instructions on command line as root user:

#log into root and then shutdown

su

shutdown -h now

Step 7) Download the OpenEMR 3.0.1 Appliance

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1. You can download Appliance via Direct Download or Torrent (file is 760 MB, which extracts to 2GB):
   1. Direct Download from Sourceforge: http://sourceforge.net/project/showfiles.php?group_id=167832

   2. Torrent file link: http://www.bradymd.com/OpenEMR-3-0-1-appliance-1.torrent (If you need a torrent software client, then try: http://azureus.sourceforge.net/ )

Step 8) Start the OpenEMR 3.0.1 Appliance

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1. There are directions here for both Windows and Linux.

Windows

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1. Unpackage the OpenEMR-3-0-1-appliance-1.zip file.

2. Run VMware Player (screenshot below).

3. Start up the OpenEMR Appliance by opening the OpenEMR-3-0-1-appliance-1.vmx file in the VMware Player.

4. If this is your first time starting the OpenEMR Appliance, then a window will pop up (see screenshot below). Select 'I copied it' and click the 'OK' button.

5. Several windows may also pop up explaining that certain drives or sound drivers are not gonna work. Just click 'ok' and continue.

6. Ubuntu will now boot up, just give it some time. After boot up you will see the following introduction screen:

This is the introduction screen. Note that it automatically displays the IP address of your appliance, along with links to OpenEMR and Webmin. These links are customized for you depending on your IP address. The initial important user names and passwords are also displayed.

Linux

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1. Unpackage the OpenEMR-3-0-1-appliance-1.zip file (use the 'unzip OpenEMR-3-0-1-appliance-1.zip' command).

2. Run VMware Player.

3. Start the OpenEMR appliance by opening the OpenEMR-3-0-1-appliance-1.vmx file in the VMware Player.

4. If this is your first time starting the OpenEMR Appliance, then the below window will pop up:

You will only see this window the first time you start the appliance. Click 'Create'.

5. Several windows may also pop up explaining that certain drives or sound drivers are not gonna work. Just click 'ok' and continue.

6. Ubuntu will now boot up, just give it some time. After boot up you will see the following introduction screen:

address of your appliance, along with links to OpenEMR and Webmin. These links are customized for you depending on your IP address. The initial important user names and passwords are also displayed.

Step 9) Configure OpenEMR 3.0.1 Appliance with your OpenEMR data

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1. Upload backup file to your new appliance via webmin. Point a web browser outside your appliance to the Webmin link reported above in your appliance introduction screen.

(If you are getting a certificate security error, then first follow the instructions in below appendix section 'Configuring client web browser for https' to configure your web browser.)

Login with Username -> 'openemr' and Password -> 'openemrcool'.

Click 'Others'.

Click 'Upload and Download'.

Click 'Upload to server' tab.

1) 'Files to upload' -> browse and select your openemr backup file

2) 'File or directory to upload to' -> '/home/openemr'

3) Click 'Upload'.

Ensure successful. Then can 'Logout'.

2. Restore your openemr data. Go into the Vmware console and log into appliance user:'openemr' password:'openemrcool'. Enter below bolded instructions on command line (if prompted to give password during the sudo command, then use 'openemrcool'):

#unpackage your openemr data

cd /home/openemr

sudo tar -pxvf emr_backup.tar

#re-install openemr directory

sudo rm -fr /var/www/openemr

sudo mkdir /var/www/openemr

cd /var/www/openemr

sudo tar -pxzvf /home/openemr/openemr.tar.gz

#secure openemr directory

sudo chown -R root:root /var/www/openemr

#make selected directories apache writable

sudo chown -R www-data:www-data /var/www/openemr/documents

sudo chown -R www-data:www-data /var/www/openemr/edi

sudo chown -R www-data:www-data /var/www/openemr/era

sudo chown -R www-data:www-data /var/www/openemr/custom/letter_templates

sudo chown -R www-data:www-data /var/www/openemr/gacl/admin/templates_c

sudo chown -R www-data:www-data /var/www/openemr/library/freeb

sudo chown -R www-data:www-data /var/www/openemr/interface/main/calendar/modules/PostCalendar/pntemplates/cache

sudo chown -R www-data:www-data /var/www/openemr/interface/main/calendar/modules/PostCalendar/pntemplates/compiled

#edit file /var/www/openemr/interface/globals.php:

sudo jed /var/www/openemr/interface/globals.php

#edit the following bolded variables :

$webserver_root = "/var/www/openemr";

TEXT EDITOR SAVE AND EXIT

#Remove, then install-configure your openemr mysql database

cd /home/openemr

sudo gunzip openemr.sql.gz

sudo mysqladmin drop openemr

-'y' to confirm

sudo mysqladmin create openemr

sudo mysql openemr < openemr.sql

# If your MySQL openemr user password is NOT 'openemr'

# (which is the default) then type below statement with

# your password to replace openemrMysqlPassword'.

# Otherwise, skip below statement.

sudo mysql -e “grant all privileges on openemr.* to openemr@localhost identified by 'openemrMysqlPassword';”

1. Finally, just need to add two forms in OpenEMR to get your appliance up to date. Point a web browser outside your appliance to the OpenEMR link reported above in your appliance introduction screen.

(If you are getting a certificate security error, then first follow the instructions in below appendix section 'Configuring client web browser for https' to configure your web browser.)

Login to openemr with 'admin' user.

Click radio button to left of 'Admin'.

Click 'Forms'.

Click 'register' in the 'fee_sheet' row.

Click 'install DB' in the 'Fee Sheet' row.

Click 'disabled' in the 'Fee Sheet' row.

Click 'register' in the 'misc_billing_options' row.

Click 'install DB' in the 'Misc Billing Options HFCA' row.

Click 'disabled' in the 'Misc Billing Options HFCA' row.

Click 'Logout'.

YOU ARE DONE

Appendix

A. Configuring client web browser for https

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1. For security, this appliance forces users to use https (encrypted) over a web browser. Because we are using a homemade security certificate (real certificates cost money), most new web browsers will give a security error. This can easily be dealt with by following the browser instructions to create an exception. I have posted steps for both Firefox and Internet Explorer.

Click 'Or you can add an exception...'.

Click the 'Add Exception...' button.

Click the 'Get Certificate' button. (DO NOT edit the 'Location:')

Click 'Confirm Security Exception'. Ensure 'Permanently store this exception' is checked, so you don't have to go through this every time. Also, DO NOT change 'Location:'.

ALL DONE, go back and continue your previous instructions.

Click 'Continue to this website'.

ALL DONE, go back and continue your previous instructions.

B. Author Email and License/Disclaimer

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Author: Brady Miller

Email:brady@sparmy.com

www.bradymd.com

Copyright (C) <2006-2009> <Brady Miller>

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NO WARRANTY

11. BECAUSE THE PROGRAM IS LICENSED FREE OF CHARGE, THERE IS NO WARRANTY

FOR THE PROGRAM, TO THE EXTENT PERMITTED BY APPLICABLE LAW. EXCEPT WHEN

OTHERWISE STATED IN WRITING THE COPYRIGHT HOLDERS AND/OR OTHER PARTIES

PROVIDE THE PROGRAM "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED

OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF

MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. THE ENTIRE RISK AS

TO THE QUALITY AND PERFORMANCE OF THE PROGRAM IS WITH YOU. SHOULD THE

PROGRAM PROVE DEFECTIVE, YOU ASSUME THE COST OF ALL NECESSARY SERVICING,

REPAIR OR CORRECTION.

12. IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN WRITING

WILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MAY MODIFY AND/OR

REDISTRIBUTE THE PROGRAM AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES,

INCLUDING ANY GENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING

OUT OF THE USE OR INABILITY TO USE THE PROGRAM (INCLUDING BUT NOT LIMITED

TO LOSS OF DATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY

YOU OR THIRD PARTIES OR A FAILURE OF THE PROGRAM TO OPERATE WITH ANY OTHER

PROGRAMS), EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE

POSSIBILITY OF SUCH DAMAGES.

END OF TERMS AND CONDITIONS

How to Apply These Terms to Your New Programs

If you develop a new program, and you want it to be of the greatest

possible use to the public, the best way to achieve this is to make it

free software which everyone can redistribute and change under these terms.

To do so, attach the following notices to the program. It is safest

to attach them to the start of each source file to most effectively

convey the exclusion of warranty; and each file should have at least

the "copyright" line and a pointer to where the full notice is found.

<one line to give the program's name and a brief idea of what it does.>

Copyright (C) <year> <name of author>

This program is free software; you can redistribute it and/or modify

it under the terms of the GNU General Public License as published by

the Free Software Foundation; either version 2 of the License, or

(at your option) any later version.

This program is distributed in the hope that it will be useful,

but WITHOUT ANY WARRANTY; without even the implied warranty of

MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the

GNU General Public License for more details.

You should have received a copy of the GNU General Public License

along with this program; if not, write to the Free Software

Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA

Also add information on how to contact you by electronic and paper mail.

If the program is interactive, make it output a short notice like this

when it starts in an interactive mode:

Gnomovision version 69, Copyright (C) year name of author

Gnomovision comes with ABSOLUTELY NO WARRANTY; for details type `show w'.

This is free software, and you are welcome to redistribute it

under certain conditions; type `show c' for details.

The hypothetical commands `show w' and `show c' should show the appropriate

parts of the General Public License. Of course, the commands you use may

be called something other than `show w' and `show c'; they could even be

mouse-clicks or menu items--whatever suits your program.

You should also get your employer (if you work as a programmer) or your

school, if any, to sign a "copyright disclaimer" for the program, if

necessary. Here is a sample; alter the names:

Yoyodyne, Inc., hereby disclaims all copyright interest in the program

`Gnomovision' (which makes passes at compilers) written by James Hacker.

<signature of Ty Coon>, 1 April 1989

Ty Coon, President of Vice

This General Public License does not permit incorporating your program into

proprietary programs. If your program is a subroutine library, you may

consider it more useful to permit linking proprietary applications with the

library. If this is what you want to do, use the GNU Lesser General

Public License instead of this License.