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Version 5.4, January 2012

Secure Messaging Desktop User's Guide

Getting Help

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Copyright 2012 by Kryptiq Corporation All rights reserved

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Contents

iii

Contents

Introduction to the Secure Messaging Desktop 5

Installation 7

Overview ........................................................................................................................ 7 Automatic Installation of Prerequisites .......................................................................... 8 Install the Secure Messaging Desktop ............................................................................ 8 Install Remotely to a Workstation ................................................................................ 10

Use the Secure Messaging Desktop 11

About Secure Messaging Desktop ................................................................................ 11 Print a File to the Secure Briefcase............................................................................... 12 Add an Existing File to the Briefcase ........................................................................... 13 Attachment Viewer ....................................................................................................... 13

Attach and View a CCD ..................................................................................... 14 Attach a Secure Briefcase File to a Message ..................................................... 16

Save All Attachments as a Single PDF......................................................................... 17 Save and Rename Attachments .................................................................................... 18 Open, Rename, and Delete Files .................................................................................. 19 Set Secure Messaging Desktop Settings ....................................................................... 19

General Tab ........................................................................................................ 20 Automatic Message Processing Tab................................................................... 21 Misc Tab ............................................................................................................. 23

Use the Right-Click Menu ............................................................................................ 24

Troubleshooting 25

Output from the Secure Messaging Text Printer Driver Is Garbled ............................. 25 Secure Messaging Desktop Does Not Launch From the Windows Program Menu ........................................................................................ 25 Secure Briefcase Prints to a Different User .................................................................. 26

Secure Messaging Desktop User's Guide

iv

Launching SMD in a Citrix XenApp Session 27

Summary ....................................................................................................................... 27 Launching with a Batch File ......................................................................................... 28 Launching with Session Sharing .................................................................................. 28

Index 29

Introduction to the Secure Messaging Desktop

5

C H A P T E R 1

Introduction to the Secure Messaging Desktop

The Secure Messaging Desktop (SMD) enables you to print and send anything to anyone securely. SMD is a small application for Windows-based computers. When you install SMD, a virtual printer called Secure Messaging PDF is created and added to your list of printers. This printer doesnt print on paper; it prints PDF files which can be attached to a secure message and sent to anyone.

In addition to its unique print functions, the SMD also includes the functionality of Secure Messaging embedded in the application. This means that it has all the conventional functionality available in traditional web email applications. Messages can be sent and read. Files can be attached and saved. Unlike web email, the SMD enables you to track sent messages to see whether or not they have been read.

In addition, the software can process incoming messages like a secure incoming fax machine. Messages or attachments received in the SMD can be saved automatically to a pre-selected folder or printed to a pre-selected printer.

When Secure Messaging is embedded in an electronic medical record or practice management system, users can also use the SMD virtual printer. Items such as reports or summaries that are not EMR or PM documents can be printed to the Secure Messaging PDF printer. In fact, any application that can print can use the Secure Messaging PDF printer.

Secure Messaging Desktop User's Guide

6

Installation

7

C H A P T E R 2

Installation

In This Chapter Overview ....................................................................................... 7 Automatic Installation of Prerequisites ......................................... 8 Install the Secure Messaging Desktop .......................................... 8 Install Remotely to a Workstation ................................................. 9

Overview You can install the in two ways: At the workstation, by downloading and running the file SMD.exe.

This is the method used when the owner of the workstation self-installs the . In some cases, administrators will also use this method.

The advantage of this method is that all prerequisites are included as part of the installation.

The disadvantage is that a person must proceed through each page of the installation wizard, which may be time consuming for an administrator who must perform installations at numerous workstations

By remotely logging in to the workstation, and using a command line to run the file sbc.msi.

This is a method often adopted by administrators. The advantage of this method is that an administrator can remotely access a

workstation and can run the installation from a command line, providing the necessary parameters at the outset and not having to view each page of the installation wizard.

The disadvantage is that all prerequisites must be in place before running the installation. This is because not all of the prerequisite installation parameters can be specified from a single command line.

The sections that follow describe the prerequisites and the two installation methods.

NOTE If you upgrade Secure Messaging from a version earlier than 4.11, you must also upgrade .

Secure Messaging Desktop User's Guide

8

Automatic Installation of Prerequisites If you install the by running the SMD.exe file and going through the installation wizard, the application installs prerequisite software as needed. This is in contrast to installing the remotely using the SBC.msi file. In that latter method, an administrator must ensure that prerequisites are installed before the installation of the .

The SMD.exe installer ensures that the proper version of Internet Explorer (IE) is installed. Windows XP and Vista installations that already have IE 7 are left as is. If the browser version is earlier than IE 7, then the browser is upgraded to IE 8. Newer versions of the Windows OS are updated to IE 8 if necessary.

In addition, the installation adds the following: Updated .Net framework. Adobe Acrobat Reader 9 (if no Reader version is installed). Microsoft Windows Installer MSI (if it is not already installed).

By default, the installation program downloads Microsoft prerequisites from the Internet. This reduces network traffic between the Secure Messaging server and local workstations, which could be significant if numerous installations occurred at the same time. If network rules prohibit a workstation from accessing the internet, there is an alternative download method in which all prerequisites come from the Secure Messaging server. To use that method, open the Secure Messaging Patient Portal Configuration Utility on the Secure Messaging Web server and then open the Secure Messaging - Web Server page. On that page, select the Host Prerequisites Locally check box.

Install the Secure Messaging Desktop To install the Secure Messaging Desktop directly at a local workstation:

1 Open the Secure Messaging Desktop Download Center page at: https:///sbcupdate/versioncheck.aspx

NOTE FQDN stands for fully qualified