Navigation: Global Settings > Products & Tasks Lists > Products

For each product that needs to be configured, first select the API Products tab. The options here allow for you to add, remove, or modify the mapping. If you have provided our support team with a data file, this page should already be fully populated.

API Products tab - Add API Product

Please note:

•The restoration and materials for iTero will be pre-loaded, but you can add your own for iTero mapping or any other scanner selection as needed.

•Please review the chart above as some scanners do not support product mapping, and as a result, no maintenance will be available for them.

•Do not attempt to configure the mapping for 3Shape.

➢ It is not yet supported in DLCPM Version 12

➢With the release of DLCPM Version 14, the import option will read this information directly from 3Shape and will load as needed.

Restoration and Material Maintenance

In Global Settings > Products & Tasks Lists > Scanner Restorations, there are two options for Scanner Restorations and Scanner Materials. This maintenance can be used by Scanners that provide the necessary information. For example, Sirona and Carestream do not provide the restoration and materials.

Navigation: Global Settings > Laboratory Lists > Laboratories > Settings tab

    If you have a multi-lab environment, you may edit each lab you will be receiving digital cases for and configure the settings tab accordingly. On the righthand side of the settings tab, there is a designated area for Digital Case Import and the appropriate configuration fields. Within the section labeled Default Customer ID, you will populate the Default CustomerID from each scanner to receive the cases under.

    If DLCPM is unable to determine the CustomerID, the case will be added to the default CustomerID that is set in the field labeled Default Customer ID when unable to determine the scanner. The CustomerID can be changed when accepting the case.

    Cases received from iTero provide the Lab ID which is linked to the lab account in iTero. You will want to add the Lab ID in the field labeled Lab ID provided by Scanner. This will allow DLCPM to set the correct lab on the case when it is received.

Please Note:

•If the Default CustomerID is not defined for a scanner, the case import process will fail, and the process will have to be done manually. There is no re-process option at this time.

•Only one Customer ID can be designated for each scanner, or you use the same customer ID for all scanners.

Digital Case Import

    Navigation: On the desktop(s) of the operators that will be downloading the files for the case import process, navigate to the Tools > Digital Case Import Service.

➢This option should be run once and will require the Windows admin credentials to proceed to install and start the Windows service.

➢If this service is not installed, the system will prompt the user to install it.

➢After the installation is complete, navigate to the same menu option and run the option again.

➢A form will open, allowing the user to define the folder for the digital files and the option to start and stop the service.

➢All operators can download the files into this designated folder. Additionally, we recommend creating a folder on the users’ desktop called CaseImport for easy access and selecting this folder in the configuration.

Upload Import Files Settings

➢Operators can load digital files from all scanners into the same folder. Once the file is loaded into the folder, DLCPM will send the request to the server automatically. The server will then process the file and create the submitted cases. Operators may upload the zip files manually to the designated repository. This is not recommended because a user will need full access to the server repository and presents a possible security risk.

Please note:

•The MTS Upload Import Files Service should never be stopped. If there is a reason to stop it, please get in touch with the Magic Touch Software Support Team or your IT.

•Once started, the MTS Upload Import Files Service will run automatically. It will continue to run even if a user logs out or when Windows restarts. The MTS Upload Import Files Service will add a tray icon to the Windows toolbar showing the service status as running. This icon is also how you can stop or start the service if required.

Service Running Status

    The Automation Server Services for importing digital cases, must be activated.

    Navigation: From the lefthand sidebar, navigate to Automated Services.

1.Select and open the Automation Server form.

2.Within the list of automation, locate the Import Digital Cases service.

3.Select Edit Service.

4.Check the box for This job is Active to activate the service.

5.Configure frequency to run no less than every 15 minute(s).

6.Chose the start date and time as needed.

Please Note:

•Setting this service to run faster than a 15-minute interval adds unnecessary load on the server.

•Each time this service runs, it will process all the files found in the folder.

•If any of the files fail, you can easily process them manually from the desktop.

Monitoring the progress

    To monitor the progress of the digital case import process, you must have administrative access to the data audit trail form.

    Navigation: Administrator Menu from the top of the toolbar > Data Audit Trail

Within the details of each log, the status of the record will display as follows:

➢Transferring: This means the client is uploading it to the server

➢Transferred: This means the upload is complete, waiting for the server to process

➢Processing: This means that server is processing that file

➢Failed: This means the upload failed and will need to be processed manually

➢Success: This means the case has been imported and ready to be accepted

Audit Trail

Please get in touch with Magic Touch Software Support Team before using this feature to ensure the server is configured correctly. Magic Touch Software Support Team can provide you with the repository on the server to review raw data. This option is only available for those with an on-premise server.

Within this folder, you would be able to review the following:

•Root folder - This folder contains the files not yet processed

•Failed folder – This folder contains the files that failed

•Processed folder – This folder contains the successful