Installing and Upgrading ImagineTime

Initial Network LAN Installation

install the ImagineTime program to the workstations, and data file to the server:
  1. You must be running Windows Vista, Windows 7, Windows 8, Windows 8.1 or Windows 10 with all critical updates and service packs installed on the workstations.
  2. Please be advised that usually it is not necessary to match the ImagineTime Access Runtime version with the version of Microsoft Office on the workstations. However, it you are using our Calendar Module, it is best to select our Runtime version that is consistent with your version of Microsoft Outlook. This could conceivably result in more than one runtime version for your office. The functionality of the runtimes is essentially the same.
  3. You need to download the full installation of the current release of ImagineTime from the download page on the ImagineTime website (www.imaginetime.com). Enter your registered Company Name. The Company Name is case and punctuation sensitive. Enter your registration number. Select the FULL VERSION: ImagineTime MS Access Runtime with the appropriate version. Click the “Download ImagineTime”. Save the file to the workstation. When download is complete save a copy of the SetupImagineTime executable to the server for future installation.
  4. To run the executable:
    1. 2007 Runtime: Run the setupimaginetime.exe on the first workstation. Use the full installation option on the third page of the installation routine and accept the default program location of c:\program files(x86)\imaginetime.

    2. 2010 or 2013 Runtime: Right click the SetupImaginetime.exe and run as Administrator. On the “Select the program features you want installed” Select the red X by Workstation Module for local workstation and select “This feature will be installed on local hard drive. Select the red X by Practice Management – Data File and select “This feature will be installed on local hard drive”. Leave the location for the installation location as default.

  5. After the installation has completed, double-click the blue ImagineTime icon on the desktop and log in using the “Openbal” staff person and the password “IT”. This will launch the ImagineTime Registration Wizard. When ready, select Next Page.
  6. Enter your registration information exactly as provided in your registration email. Select Next Page. Now, you can configure additional company information, such as: Billing Interval, Staff Level View, and Default ID Search. If you have purchased additional modules, enter the unlock codes you received from us via email in the spaces provided, and then select Next Page.
  7. Now enter your company's fiscal year information, and then click Next Page. Your registration is now complete and you should receive the ImagineTime Registration Successful message.
  8. You can now exit the registration process by selecting the Exit button, or you can continue with Staff set up.
  9. If you would like to verify your company's information, open ImagineTime and select the Setup/Utilities tab; then select the Company Setup icon from the ribbon. Your company information will be displayed.
  10. Exit ImagineTime and move (DO NOT COPY) the TBData.mdb file from the C:\ProgramFiles(x86)\ImagineTime directory to the network location for the shared data. For the best possible performance, keep this in a first-level directory. An example would be S:\imaginedata\TBData.mdb, where S: is your network drive.
    Caution! Do not store the network data file in the Program Files directory on the server or network drive. This is a protected location and will slow down the response time when accessing the data file.
  11. After you have completed these steps, double-click the ImagineTime icon on the workstation and link the program file to the network data file by performing the following steps:
    1. On first launch, the relinking utility will ask you to “Please link ImagineTime to the current location of the Tbdata.mdb file”. Click [Cancel] and a dialog box will appear.
    2. Click the [Browse for File Location] Button #1 and navigate to the network data file that you moved in step (10) above. When you have located the tbdata.mdb file, double-click on it, or single-click to highlight the file and click the [Open] button at the bottom right of the dialog to accept it.
    3. Next, click the [OK] button (button #2) on the relink screen. Click [OK] to confirm the correct location. This will complete the relinking of the local program file to the server data file - please be patient as this can take a minute.
    4. After linking is complete, log in to ImagineTime using the “OPENBAL” user and the password of “IT”.

    Congratulations!

    You have now completed the intallation of one workstation and the network data file.

    Go to the next workstation and copy the SetupImagineTime executable file saved to the server in step 2 above to the workstation. To run the executable:

  12. 2007 Runtime: Run the setupimaginetime.exe on the first workstation. Use the full installation option on the third page of the installation routine and accept the default program location of c:\program files(x86)\imaginetime.
  13. 2010 or 2013 Runtime: Right click the SetupImaginetime.exe and run as Administrator. On the “Select the program features you want installed” Select the red X by Workstation Module for local workstation and select “This feature will be installed on local hard drive. Select the red X by Practice Management – Data File and select “This feature will be installed on local hard drive”. Leave the location for the installation location as default.
  14. After the installation has completed, double-click the blue ImagineTime icon on the desktop and log in
  15. After you have completed these steps, double-click the ImagineTime icon on the workstation and link the program file to the network data file by performing the following steps:
    1. On first launch, the relinking utility will ask you to “Please link ImagineTime to the current location of the Tbdata.mdb file”. Click [Cancel] and a dialog box will appear.
    2. Click the [Browse for File Location] Button #1 and navigate to the network data file that you moved in step (10) above. When you have located the tbdata.mdb file, double-click on it, or single-click to highlight the file and click the [Open] button at the bottom right of the dialog to accept it.
    3. Next, click the [OK] button (button #2) on the relink screen. Click [OK] to confirm the correct location. This will complete the relinking of the local program file to the server data file - please be patient as this can take a minute.
    4. Press F1 at the ImagineTime main menu to access the on-screen help. Select and review the “General Information” and “Getting Started” sections on the left side of the screen and follow the procedures listed there to complete your installation

Initial Terminal Server/Citrix Installations

Need Help With Initial Terminal Server/Citrix Installations?

Please call our support department for instructions on how to download the white paper that details the installation instructions for these environments.

Auto-Updating Network Installations

Network installations of ImagineTime offer a streamlined updating process.

The following settings must be configured for each staff person using ImagineTime. In the Setup/Utilities menu, choose Enter/Edit Staff Information. Select a staff person from the search menu and click on the Permissions tab. At the bottom left you will notice an Upgrade Notifications drop down with the following options:

  • No notification of new updates
  • Notify of network downloads
  • Notify user of new ImagineTime releases

If you have no Internet connection, you must set all staff to Notify of network downloads and use the manual updating process described below. The update file can be downloaded and saved to a CD, USB drive, or other media from a machine that has Internet access.

Otherwise, choose “Notify of network downloads” for staff and “Notify user of new ImagineTime releases” for any staff and/or managers who you wish to have the ability to initiate the upgrade process. These users will be prompted to download and install new updates when they are published. After the first workstation has been updated, it will update the data file and copy the program update automatically to the ImagineTime data file location from which other workstations can be updated.

Any user logging on to an outdated version will be notified that a network update is available, providing one of the “Notify” options is selected for that user.

Manual Updating of Network ImagineTime Installations

The two update options for a multi-user installation of ImagineTime are as follows:

If you are running stand-alone PCs sharing a data file on a server or mapped network drive location:

  1. Verify the version as well as data location of the current workstation’s ImagineTime installation by clicking on the Microsoft Office logo or File at the top left of the screen and choosing the “About ImagineTime” option. The program version is at the top middle of the “About ImagineTime” screen in dark blue. It will be in the format of ‘##.###’ using 20## Access runtime.
  2. Write down the “Data Location” which is located in the middle of this screen.
  3. Click the Microsoft Office logo or File on the top left of the ImagineTime screen and choose the “Update ImagineTime” option.
  4. After the update is complete, have all users exit ImagineTime.
  5. Restart ImagineTime. The program will ask you to re-link to the data file (tbdata.mdb) in a suggested location. This should be the network location you previously noted in step 2. If so, click [OK] to relink to the network data file. If not, click [Cancel], and browse to it from the relinking dialog. Finally, click [OK] to complete the relinking process.
  6. The remaining workstations can be updated and relinked while other workstations are in the program (since the data file will have already been updated by the first workstation). Network users will be notified of the new version the next time they log into ImagineTime and, by selecting [OK], will be updated and relinked.

If you are running in a Terminal Services environment :

  1. Log onto the server as an administrator.
  2. Verify the version as well as data location of the current installation by clicking on the Microsoft Office logo or File at the top left of the screen and choosing the “About ImagineTime” option. The program version is at the top middle of the about screen in dark blue. It will be in the format of ‘##.###’ using 20## Access runtime.
  3. Write down the ‘Data Location’ which is in the middle of that screen.
  4. Have all users exit ImagineTime and install the update on the server.
  5. The TBData.mdb file should not be stored in the Program Files directory on the server. This is a protected location and will slow down the response time when accessing the data file. If your file is located there please move it (DO NOT COPY) to a new location. An example of a good location for the data file would be S:\imaginedata\TBData.mdb where S: is your mapped network drive.
  6. Restart ImagineTime. It will ask you to relink to the data file (tbdata.mdb). This is the location previously noted or the new location if you moved the file in step 5 above.
  7. ImagineTime will update the data file upon opening.
  8. If ImagineTime is configured in accordance with our Terminal Services white paper, each user will be automatically updated the next time they log in to the system.
  9. If you need a copy of the Terminal Services configuration white paper go to the ImagineTime website and request one from our Contact Us page.