IT Consultant & Dealers: CleverOne and Davis Segmentation Tool - Installation and Update Guide

CleverOne & Davis Advanced Segmentation Toolkit 
 

1.) IF Upgrading from "EzSeries" EzDent-i / Ez3D-i to CleverOne: 

For any site that is upgrading from EzDent-i / Ez3D-i to CleverOne, please have Clinic's I.T. person follow this helpful guide  Cleverone Upgrade Guide  to better understand the steps required for updating EzServer in advance of Upgrading to CleverOne. 

Vatech America REQUIRES that ONLY Industry certified IT professionals setup, manage and monitor daily redundant backups; moves, merges or migrations/conversions for your software database.


Vatech America will only support Certified IT professionals due to strict HIPAA (US) / PIPEDA (Canada) requirements.

• Verify: CleverOne PC/GPU Requirements  are met before proceeeding .
  Client: Those users that are using 2D/3D requiring Normal 3D viewing*
  - For 2D Viewing only; IOS Capturing or etc No 3D Viewing- GPU Not Required
  -For 3D Viewing GPU Is Required
  Davis Toolkit for Segmentation: Those users requiring the Expert Segmentation tool, typically will be a dedicated PC for this function. 
• Ensure Existing users backup is completed in advance Backup Documentation Guide  Section D. 
• Download and Review: EzSeries to Cleverone Upgrade Guide  for sucessful upgrade from EzSeries to CleverOne. 
  
   

2.) Backing up the database (existing or upgrading users)

For Existing Users updated: EzServer,  Certified - IT MUST BACKUP the database by following the Backup Documentation Guide located here
 

3.) Download Installation Files:
 

When updating from previous versions of CleverOne it is required to update all Workstations to the latest CleverOne version as well as update ALL EzServer components to the following matching versions:


Download: CleverOne & Advanced Segmentation ToolKit Installation Files  
                  Implant Library

- To download all; Choose the correct version as outlined in the most recent version.

- Click the Download Arrow as shown to download all core installation files. Example: 



CleverOne V1.0.9 Installation Package

4.) Important Information : 

 Before Installing or Updated to CleverOne* or the Davis Toolkit for Advanced Segmentation Toolkit, the site must be on EzSeries Version 6.2.3 or newer*

- EzServer,  please verify compatibility before updating*. Before updating for existing users to 6.2 they must be on supported 5.5.2 or newer. 

You can locate the current version you are on by looking at "Add or Remove Programs" or from control panel "Uninstall A Program", look for 'EzServer' in the list and it will be noted the version currently installed.

- IF the existing site is NOT already on EzServer 6.2.3 or newer, please follow the update guide:  Previous Version Install or Update Guide before proceeding. 
 Please run EzServer updates on Local ADMIN account. 

Notice: It is important to note that EzServer uses PostGres SQL database and SHOULD NOT be installed on a PC/Server using another instance or version of PostGres as outlined in the EzServer manuals. 

5.)EzServer Update & Installation :
 

For Customers Converting from EzSeries to CleverOne - (EzSeris EzDenti / 3DI to Clever One):You will be installing CelverOne package from scratch, Except for updating the existing EzServer data to Version Series 6 from Version series 5* 

For existing CleverOne Users: All can be ran as update over the top of existing version by Clinical IT. No additional support is normally required.   Updating Existing Database and Cleverone. 

For New CleverOne Users  You will be installing CelverOne package from scratch - No database. 


Installing/Updating EzServer 6 Series:
 

To update the EzServer after the required backup is completed;

• Locate the downloaded EzServer installation files from step A.; including ImplantData and Consult video installation packages.
• Please run EzServer Installation or updates on Local ADMIN account with full permissions.  
  
  
  - If installing for the first time: installing with no existing database* 
  
  Note: if you desire the Data storage path to be different than the default installation path such as secondary hard drive please select the installation path during this setup process.
  
  
  
  
  - If updating & installing from a previous version: from previous version & having existing database* If you are updating from existing version
• IF:  Installing from an existing 6 series or higher version you will simply need to follow the update process all the way through. 
   
• IF:  Updating from previous version you must update from 5.5.2 to Version 6.2.x you will be prompted to Upgrade &  convert the data during the installation process*. You will then be prompted to upgrade the version, click Upgrade and next all the way through*
• Please run EzServer Installation or updates on Local ADMIN account with full permissions.  
  
  

Pro Tip:
If you need to update the storage file path (Post installation) to where you would like to move the data file path, please follow this guide:

• Please follow the EzWebServer Storage Path Guide in order to set the proper location settings for the server to read/write images to.
• If you would like to change the default file path of the Storage Data - please download and follow the EzWebServer Storage Path Guid

6.) Installation of CleverOne & Segmentation Package

CleverOne Segmentation package update/installation. 

Locate; from the download package the \CleverOne Vx.x.x.x\ & \DAVIS Toolkit for Segmentation Vx.x.x.x\ directory 

Preferred selection for installation: 

• -Option A: Client (For Workstations / Ops / Chairside / consults) 
  
  -Option C: Console Admin (For Capture PC - Linked to 2D/3D Devices) allowing admin
    rights on the running application. 
  
  
  
   
• Once the installation is finished; you will be prompted to run and connect to the database below. 
   

7.) Connecting CleverOne to the server
 

When installing / running CleverOne for the first time, you will be prompted to select the quick settings as shown below to choose the location of the server and specific settings. This will occur on every PC installed. 

• Click Search
   
• Selecting the Database Location:
• Click Search to locate the IP address.

           -If the data base is local select 127.0.0.1
           -If the data base is remote select the IP from the list.
            
           

Additional Settings:

• Leave the Settings Location as 'Local', Do not use 'Server' as it will result in errors if you use it.
• Change the Teeth Code from FDI to Universal System
• Save options can be selected for user preference but Vatech recommends to set all options to 'Auto Db Save'
  
  
  
   

8.) Activation of Floating License Key 
 

Activation of Static or Floating License for CleverOne & EzSeries 

Please note that the activation process for Cleveone & EzSeries are the same process for floating key system. 

• Activate Floating Licesnse System:  Floating Licesnse System Activation Guide. 
• Note: Make sure the timezone is set to the same zone on each PC.The license won't see the activated license and might result in "No Plugin" Warning box, or EzSeries Software might still ask for activation. 
  
  
  
  
   

9.) Additional Important Information: 

 Port Exclusions Information :

Important Notice: Its is highly recommended to deploy the following IT Antivirus and Firewall Port setting exclusions: 

A.) Firewall Programs and Port Numbers
B.) Antivirus Exclusions 
C.)Smart App Control is turned 'Off' 
 

 GPU Requirements: 

Please review the CleverOne GPU requirements guide. 

DTKS 1.2.1 (Or higher)  is a product that requires a compatible GPU and recommended system specifications, and its use is not guaranteed on other products. 
DTKS 1.2.1 (Or higher)  must install the latest NVIDIA Driver version 570.65 or higher. Recommend updating to the latest supported GPU driver. 

EzSensor Version Update for Workstations: 

EzSensor version must be updated to at least 6.19 minimum or higher. It is recommended to Update to the most recent verson 6.21 as outlined on the EzSensor Installation Guide for CleverOne Section 

• Once all EzSensors desired have been installed; download and update the EzSensor Version 6.21 Update 

           Note: Do note use for EzDent-i Users. 

• Extract and run the Setup under EzSensor Installation folder as outlined in the installation video above. 
• Click Next all the way through the setup and the EzSensor will be updated for use with Clever One.