VOCERA AMION ADAPTER CONFIGURATION GUIDE - VERSION 1.0.0
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Notice Copyright © 2002-2021 Vocera Communications, Inc. All rights reserved. ® Vocera is a registered trademark of Vocera Communications, Inc. This software is licensed, not sold, by Vocera Communications, Inc. (“Vocera”). The reference text of the license governing this software can be found at https://www.vocera.com/legal/. The version legally binding on you (which includes limitations of warranty, limitations of remedy and liability, and other provisions) is as agreed between Vocera and the reseller from whom your system was acquired and is available from that reseller. Certain portions of Vocera’s product are derived from software licensed by the third parties as described at https://www.vocera.com/legal/. ® ® ® ® ® ® Microsoft , Windows , Windows Server , Internet Explorer , Excel , and Active Directory are registered trademarks of Microsoft Corporation in the United States and other countries. ® Java is a registered trademark of Oracle Corporation and/or its affiliates. All other trademarks, service marks, registered trademarks, or registered service marks are the property of their respective owner/s. All other brands and/or product names are the trademarks (or registered trademarks) and property of their respective owner/s. Vocera Communications, Inc. www.vocera.com tel :: +1 408 882 5100 fax :: +1 408 882 5101 Last modified: 2021-05-01 08:59 ADP-amion-100-Docs build 395 ii VOCERA AMION ADAPTER CONFIGURATION GUIDE
Contents Understanding a Vocera AMiON Adapter Configuration.......................................................................................................... 4 Viewing the Vocera AMiON Adapter Requirements...................................................................................................................................... 4 Configuring a Vocera AMiON Adapter........................................................................................................................................... 9 Understanding the Vocera AMiON Adapter Rules....................................................................................................................13 Integrating Vocera AMiON Adapter with the Vocera Platform............................................................................................. 14 Understanding the AMiON System in a Vocera Integration........................................................................................................................ 14 Understanding the Adapter Considerations in an AMiON Integration..........................................................................................................15 Understanding Adapter Installation............................................................................................................................................... 18 Accessing Supported Adapters.................................................................................................................................................................. 18 Recreating a Repository............................................................................................................................................................................. 19 Installing an Adapter................................................................................................................................................................................... 20 Practicing an Adapter Installation............................................................................................................................................................... 20 Navigating the Vocera Platform Adapters...................................................................................................................................22 Editing an Adapter......................................................................................................................................................................................24 Creating a New Adapter.............................................................................................................................................................................24 Saving an Adapter...................................................................................................................................................................................... 26 Deactivating an Adapter............................................................................................................................................................................. 26 Removing an Adapter.................................................................................................................................................................................27 iii VOCERA AMION ADAPTER CONFIGURATION GUIDE
Understanding a Vocera AMiON Adapter Configuration Configure an Vocera AMiON Adapter to enable communication with Vocera Platform. Adapters send information to and receive information from the Vocera Platform, as well as monitor and collect data. Each adapter is configured to allow the Vocera Platform to communicate with a specific type of resource and any devices that resource may control. AMiON OnCall is used by hospitals for on-call physician scheduling, and the application can also manage vacation requests, schedule assignments, and checks for policy violations and staffing balance. Vocera Platform can access and store the AMiON scheduling information, which can then be made available to end users with supported devices, such as Vocera Vina, VCS, and the Vocera badges. Each area of specialty in a hospital (Respiratory, Emergency, etc.) has an assigned AMiON on-call group, which represents the currently on- call staff available for the group. The Vocera AMiON Adapter translates each schedule entry in the AMiON schedule into a (potentially future) Assignment in the Vocera Platform The Assignment Manager is then used to mark those assignments as active (current) and expired. Then the Vocera Assignment Group Sync Adapter is used to synchronize the active assignments with a Vocera Platform group, based on the assignment role and location. If needed for VCS or badge integration, then the Vocera Voice Group Sync Adapter is used to synchronize those groups with Vocera Voice Server groups. See the Integrating Vocera AMiON Adapter with the Vocera Platform on page 14 and Understanding Voice Group Sync content for additional information. Viewing the Vocera AMiON Adapter Requirements The minimum requirements for a Vocera AMiON Adapter installation are described here. System This Vocera AMiON Adapter depends on Vocera Platform 6.0.0 and greater. Datasets An adapter defines a default Dataset structure in order to function. Attributes are organized by Datasets and store the information required by the adapter. Adapters use this data during the process of receiving and sending messages. 4 VOCERA AMION ADAPTER CONFIGURATION GUIDE
UNDERSTANDING A VOCERA AMION ADAPTER CONFIGURATION Not all adapters require Datasets to function. When an adapter does require Datasets, the system will determine if they already exist. If they do not exist, the system will create the needed Datasets. When creating or editing an adapter, use the following information to select the appropriate datasets in the Required Datasets section. • The ASSIGNMENTS Dataset stores all assignments for staff. These are used to determine who to send alerts to. • The FACILITIES Dataset stores all facility information for a site. Represents a physical building location or campus. • The FUNCTIONAL_ROLES Dataset stores all roles for assignments. These are used to determine the activities users can perform. • The IDENTITIES Dataset stores the user's system and interface identities. • The LOCATIONS Dataset stores all locations. These represent a bed or group of beds to which assignments are made. • The USERS Dataset stores all Vocera users. ASSIGNMENTS Dataset Element Name Reverse Name Key Reverse Key Required Type Description Attribute assignment_id N/A True N/A N/A String Attribute that stores the unique identifier for the assignment. Attribute interface_id N/A True N/A N/A String Attribute that stores the identifier for the interface owning this assignment. Attribute level N/A True N/A N/A String Attribute that stores the level of the assignment. Attribute ends_at N/A False N/A False Date/Time Attribute that stores the timestamp at which the assignment is scheduled to end. Attribute external N/A False N/A False String Attribute that stores whether or not the assignment came from an external system. Attribute starts_at N/A False N/A False Date/Time Attribute that stores the timestamp at which the assignment is scheduled to start. Link location assignments False False N/A Many-to-one The ASSIGNMENTS Dataset is linked to the LOCATIONS Dataset, and the link order is n:1 (many assignments associated to one location) 5 VOCERA AMION ADAPTER CONFIGURATION GUIDE
UNDERSTANDING A VOCERA AMION ADAPTER CONFIGURATION Element Name Reverse Name Key Reverse Key Required Type Description Link role assignments False False N/A Many-to-one The ASSIGNMENTS Dataset is linked to the FUNCTIONAL_ROLES Dataset, and the link order is n:1 (many assignments associated to one functional_role) Link usr assignments False False N/A Many-to-one The ASSIGNMENTS Dataset is linked to the USERS Dataset, and the link order is n:1 (many assignments associated to one user) FACILITIES Dataset Element Name Reverse Name Key Reverse Key Required Type Description Attribute name N/A True N/A N/A String Attribute that stores the unique name of the facility. Link locations facility False True N/A One-to-many The FACILITIES Dataset is linked to the LOCATIONS Dataset, and the link order is 1:n (one facility associated to many locations) Link roles facility False True N/A One-to-many The FACILITIES Dataset is linked to the FUNCTIONAL_ROLES Dataset, and the link order is 1:n (one facility associated to many functional_roles) FUNCTIONAL_ROLES Dataset Element Name Reverse Name Key Reverse Key Required Type Description Attribute name N/A True N/A N/A String Attribute that stores the name of the role. Link facility roles True False N/A Many-to-one The FUNCTIONAL_ROLES Dataset is linked to the FACILITIES Dataset, and the link order is n:1 (many functional_roles associated to one facility) 6 VOCERA AMION ADAPTER CONFIGURATION GUIDE
UNDERSTANDING A VOCERA AMION ADAPTER CONFIGURATION Element Name Reverse Name Key Reverse Key Required Type Description Link assignments role False False N/A One-to-many The FUNCTIONAL_ROLES Dataset is linked to the ASSIGNMENTS Dataset, and the link order is 1:n (one functional_role associated to many assignments) IDENTITIES Dataset Element Name Reverse Name Key Reverse Key Required Type Description Attribute name N/A True N/A N/A String Attribute that stores the name of the user's identity. Link usr identities False False N/A Many-to-one The IDENTITIES Dataset is linked to the USERS Dataset, and the link order is n:1 (many identities associated to one user) LOCATIONS Dataset Element Name Reverse Name Key Reverse Key Required Type Description Attribute location_id N/A True N/A N/A String Attribute that stores the unique identifier for the location. Link facility locations True False N/A Many-to-one The LOCATIONS Dataset is linked to the FACILITIES Dataset, and the link order is n:1 (many locations associated to one facility) Link assignments location False False N/A One-to-many The LOCATIONS Dataset is linked to the ASSIGNMENTS Dataset, and the link order is 1:n (one location associated to many assignments) USERS Dataset Element Name Reverse Name Key Reverse Key Required Type Description Attribute login N/A True N/A N/A String Attribute that stores the login name of the user. Attribute email N/A False N/A False String Attribute that stores the email address of the user. 7 VOCERA AMION ADAPTER CONFIGURATION GUIDE
UNDERSTANDING A VOCERA AMION ADAPTER CONFIGURATION Element Name Reverse Name Key Reverse Key Required Type Description Link assignments usr False False N/A One-to-many The USERS Dataset is linked to the ASSIGNMENTS Dataset, and the link order is 1:n (one user associated to many assignments) Link identities usr False False N/A One-to-many The USERS Dataset is linked to the IDENTITIES Dataset, and the link order is 1:n (one user associated to many identities) 8 VOCERA AMION ADAPTER CONFIGURATION GUIDE
Configuring a Vocera AMiON Adapter These settings enable direct communication between the Vocera AMiON Adapter and the Vocera Platform. Select an empty field and begin typing, or select an existing value and type over it. To keep an existing value, do not edit that field. 1. Access the Vocera Platform Web Console and navigate to the adapters. See Navigating the Vocera Platform Adapters on page 22 for instructions. 2. Select New Adapter in the Action menu, or select an adapter you wish to configure and then select Edit, to display the configuration fields. The configuration fields are the same for new and existing adapters. 3. Navigate to the New Adapter option, or navigate to an existing adapter to edit. See Creating a New Adapter on page 24 and Editing an Adapter on page 24 for instruction as needed. The configuration fields are the same for new and existing adapters. 4. Complete the configuration fields as described in the table. Configuration Field Description Component Name Click the Component Name field to display a list of the systems and devices that the Vocera Platform currently supports. Select the name of the adapter to create. Reference Name Enter a short descriptive name in the Reference Name field to uniquely identify an adapter instance. It may demonstrate the adapter function or other information; for example, Production adapter may differentiate a live adapter from a development or "sandbox" adapter. Enabled Select the Enabled checkbox to allow the Vocera Platform to use the new adapter. The Vocera Platform ignores the adapter if this option is disabled. 9 VOCERA AMION ADAPTER CONFIGURATION GUIDE
CONFIGURING A VOCERA AMION ADAPTER Configuration Field Description Required Datasets If more than one dataset exists that meets the adapter's requirements, select the appropriate datasets for the new adapter to function correctly. The system searches for the datasets that meet the adapters requirements. If the datasets already exist, the system will use them. If the datasets do not exist, the system will create them automatically. 5. Complete the Main Settings configuration fields as described in the table. The configuration fields are the same for new and existing adapters. Main Settings Description AMiON URL Enter the URL used to contact the AMiON service. This should be the root URL to access the AMiON reports. This field is required. Note: Use the default AMiON URL provided in the configuration, unless otherwise specified. Login Enter the login for the account used to make requests to the remote AMiON server and return all schedules. This field is required. The AMiON system uses multiple schedules with both administrative and user (non- administrative) access accounts. Enter the site-wide non-administrative password in this field. Poll Interval Enter the value used to determine how frequently (in minutes) to poll the remote AMiON server for updated information. Must be between 5 and 720 minutes (12 hours). This field is required. The download and reconcilliation process is run when the adapter starts, and at the poll interval specified. Upon a system failover, the poll is delayed by one half the poll interval period. Time Zone Select the time zone to use for processing date and time information retrieved from AMiON. This value is also used to determine the actual start of a day. This field is required. Report Non-Matching Check this box to indicate whether audit events will be created for messages which do not match a schedule mapping. This box is unchecked by default. 6. Complete the Staff Name Mappings configuration fields as described in the table. Mappings are processed in order to determine how to map an AMiON staff member name to an Vocera Platform user name. Only used if the staff member cannot be mapped by email or by login. At least one Staff Name mapping is required for the adapter to be used. 10 VOCERA AMION ADAPTER CONFIGURATION GUIDE
CONFIGURING A VOCERA AMION ADAPTER Staff Name Mapping Description Refererence Name Enter a descriptive name for this staff name mapping, which will be used in logging and auditing. Active Check this box to enable the staff name mapping to be used in the facility implementation. If unchecked, the mapping will not be used. Name Regex Enter the regular expression to use to identify an AMiON staff member. When a staff member name matches this regular expression, this mapping will be applied. This field is required. Name Mapping Enter the mapping that specifies how to break up the staff name field into components and assign them to the User name fields. These attribute paths should be relative to the assignment. 7. Complete the Schedule Mappings configuration fields as described in the table. Mappings are processed in order to determine how to map a particular shift to an Vocera Platform assignment's role and location. At least one schedule mapping is required for the adapter to be used. The Schedule Mapping matches a schedule entry if the Schedule Regex and Shift Regex fields can be applied. When there is a match, the two regex mappings (Schedule Mapping and Shift Mapping) are applied and the data added to the assignment Schedule Mappings Description Refererence Name Enter a descriptive name for this staff name mapping, which will be used in logging and auditing. Active Check this box to enable the schedule mapping to be used in the facility implementation. If unchecked, the mapping will not be used. 11 VOCERA AMION ADAPTER CONFIGURATION GUIDE
CONFIGURING A VOCERA AMION ADAPTER Schedule Mappings Description Discard Check this box if matching schedule entries are to be ignored, or treated as if they do not exist. If unchecked, matching schedule entries will be processed as configured. Schedule Regex Enter the regular expression to use to identify the AMiON schedule name. This field is required. Schedule Mapping Enter the mapping that specifies how to map the Schedule name to attributes for the Vocera Platform assignment and its linked objects. This mapping is intended for use in creating Functional Role and/or Location links. This field is required unless the Discard box is checked. Shift Regex Enter the regular expression to use to identify the AMiON shift name. This field is required. Shift Mapping Enter the regular expression to use to specify how to map the Shift (Assignment) name to attributes for the Vocera Platform assignment and its linked objects. This mapping is intended for use in creating Functional Role and/or Location links. This field is required unless the Discard box is checked Clone Mappings Select Clone to make a duplicate configuration of the selected mapping. The cloned version of the mapping will have a unique reference name and will not be active, by default. Add Mappings Select Add to add a mapping to the configuration information Remove Mappings Select Remove to remove the mapping from the configuration information 8. Select one of the available options to exit the adapter configuration page. See Saving an Adapter on page 26 for details. 12 VOCERA AMION ADAPTER CONFIGURATION GUIDE
Understanding the Vocera AMiON Adapter Rules This adapter does not require dataset rule configuration. 13 VOCERA AMION ADAPTER CONFIGURATION GUIDE
Integrating Vocera AMiON Adapter with the Vocera Platform This page describes an AMiON physician scheduling system integration with the Vocera Platform. AMiON is a physician scheduling application used for, among other things, scheduling on-call physicians for hospitals. The Vocera AMiON Adapter, along with other Vocera Platform components, is used to allow hospital staff to contact the on-call provider for a particular specialty from the various Vocera endpoints, especially from Vocera Vina, Vocera Collaboration Suite (VCS), and the Vocera badges. The basic intent is that each specialty in the facility will have a single Vocera Platform Group representing the currently on-call specialist(s). These groups would then be part of the roster to allow users contact with the specialists via Vocera Vina. For VCS and the Vocera badges, these groups would also be synchronized with Vocera Voice Server groups, which would enable users to contact the specialist via the Vocera Vina app and device. The Vocera AMiON Adapter translates each schedule entry in the AMiON schedule into a (potentially future) assignment in Vocera Platform. The Vocera Assignment Manager Adapter is then used to mark those assignments as active (current) and expired. The Vocera Assignment Group Sync Adapter is used to then synchronize the active assignments with an Vocera Platform group, based on the assignment role and location, and then (if needed for VCS or badge integration), the Vocera Voice Group Sync Adapter is used to synchronize those Vocera Platform groups with Vocera Voice Server groups. The following are key points in configuring theVocera Platform system to allow a facility user to contact the current on-call specialists as scheduled via AMiON: • The adapter is used to create Vocera Platform assignments for specific roles, locations, and users. These assignments depend on Assignment Manager to determine their current state based on the assignment start and end times. • Users can be mapped based on Staff member email address, (external) id, or name. • By-name mapping requires a certain degree of name format standardization to allow the name to be parsed into its User datasets' attributes for the name's components relative to the assignment (via the usr link on the assignment). • Schedule name and shift name are used to determine the role and location links. At a minimum the key values for the role and location links on the assignment must be specified. Other fields on those datasets can also be specified if useful. • Multiple AMiON shifts are generally necessary for a single on-call speciality to allow for multiple time slots. These should all be mapped to the same role/location pair so they will be mapped to the same Group by Vocera Assignment Group Sync Adapter. This usually involves ignoring the portion of the shift name that indicates which time slot it covers. • Vocera Voice Group Sync Adapter will need to be used if the supported endpoint is the Vocera badge or the VCS application. Understanding the AMiON System in a Vocera Integration An AMiON system integrates with the Vocera Platform to enable access to physician scheduling. The normal process for using AMiON within a hospital environment is to have multiple AMiON schedules, each controlled by a different physician's group or similar organization, under the hospital's umbrella AMiON environment. Schedule data is entered using a desktop tool on Window or MacOS and saved in a file, generally by someone on the physician's group administrative staff. The desktop tool also provides the ability to upload the schedule to the cloud-based AMiON web application. The Vocera AMiON Adapter retrieves schedule information from this web application. Within a single schedule there are two primary abstractions: 14 VOCERA AMION ADAPTER CONFIGURATION GUIDE
INTEGRATING VOCERA AMION ADAPTER WITH THE VOCERA PLATFORM • Staff members - representing a single physician or similar specialist. They are primarily identified by their name and an internal id value. The system also allows several additional pieces of data to be saved. The most import of these for integration purposes are contact "identifiers" such as email address and an external id value. • Shifts (also known as a service or call service) - representing scheduling time slots for a particular activity to which a staff member will be assigned. They are primarily identified by name and an internal id. They also specify a start and end time, which (with exception of split shifts) applies to all users assigned to that shift. There is also an ability to specify the number of staff members that should be assigned to a shift at a time. For example, for a Cardiologist physician's group, the staff members would represent the physicians in the group, and there might be shifts for the Daytime On-Call, Evening On-Call, and Overnight On-Call physician(s). An important special feature of AMiON is the split shift. This allows two or three staff members to be assigned consecutively to a shift slot, with specific time(s) that the responsibility changes from the first staff member to the second (and the second to the third if present). The first staff member's responsibility starts at the beginning of the shift, and the last staff member's responsibility ends at the end of the shift. Because of the distributed nature of AMiON's data entry, one of the key aspects of the integration will be data standards. This applies in two primary areas: • Staff member identification • Shift naming Staff Member Identification The Vocera AMiON Adapter is designed to provide three ways of matching AMiON staff member records to Vocera Platform user records (in the following order): 1. If the staff member email address (the staff member's contact info email value) uniquely matches the email address of a Vocera Platform User, that user is considered matched. 2. If the staff member external id (the staff member's contact info ID value) matches a Vocera Platform User's login identifier, that user is considered matched. 3. The adapter attempts to match a Vocera Platform User by name, using the same functionality used by other staff assignment adapters. Given the general issues with by-name matching, one of the other two mechanisms will generally be preferred. This will require the administrators creating the AMiON schedule data to enter one or both of the identifiers for all of the staff members in their schedule. For by-name mapping, an additional problem exists: AMiON uses a single field to contain the name with no particular standard for the data in the field. The adapter provides mechanisms to map the single field to Vocera Platform's multiple name fields, but those depend on names being in a single format (or possibly a fixed number of formats). In any format, the full first and last name will generally be required for matching to take place. Note that using the first initial in staff member names (common in AMiON's documentation) will not generally allow the name mapping to work unless the Vocera Platform also just stores the first initial in the first name field. Shift Naming Shift name, along with the schedule name, are the primary pieces of data used by the Vocera AMiON Adapter to identify the on-call speciality for each schedule entry. However, because shifts represent (in part) a particular time slot, most of the time multiple shifts within a single schedule must be mapped to the same on-call speciality. Most of the time these will be named such that part of the name represents the speciality (unless all of the shifts in the schedule are for the same speciality) and the remainder of the name represents the time slot. However, setting up an integration will be a lot easier if this structure were standardized across all schedules to simplify the matching process. Understanding the Adapter Considerations in an AMiON Integration A Vocera AMiON Adapter configuration primarily controls how AMiON schedule items are mapped to assignments. See Configuring a Vocera AMiON Adapter on page 9 for details about configuring each field in the adapter. This section provides further integration detail specific to the adapter settings. 15 VOCERA AMION ADAPTER CONFIGURATION GUIDE
INTEGRATING VOCERA AMION ADAPTER WITH THE VOCERA PLATFORM Main Settings The primary configuration settings allow communication between the AMiON service and the Vocera Platform. The following considerations should be used in setting the primary configuration settings: • The AMiON URL should generally be left unchanged from the default. • The Login value should be the non-administrative site password (the value which gives read access to all of the hospital's schedules). • The primary importance of the polling interval is balancing the speed with which updates are detected and the system load. Since only "current" (active) assignments are relevant, the primary driver for this decision is how long the hospital is willing to allow changes of schedule which occur around or after their start time to take to propagate to the hospital staff. In order to prevent excessive load for both AMiON and the Vocera Platform, this value should not be set to less that 5 minutes. • It is assumed that all schedules use the same timezone for their start and end times. In most circumstances, the hospital, the Vocera Platform and the schedulers are all in the same time zone and using the System Timezone is the correct choice. A sample of the main configuration settings is shown below: Staff Name Mappings The Vocera AMiON Adapter provides three means of mapping users. The third means (by-name mapping) requires the configuration of a mapping between a single name and Vocera Platform's multiple name fields. A sample mapping is shown below: This mapping is designed to handle the basic "first last" (e.g. "John Smith") mapping. Note that the user's name is specified relative to the assignment that gets created (following the usr link). Different regular expressions can be used depending on the name format in AMiON ("John Smith" vs "Smith, John David"), but the mapping should set just the usr.first_name, usr.last_name, and (if available in the format) usr.middle_initials attributes. Schedule Mappings The primary purpose of schedule mappings is to determine the role and location of the created assignment. These in turn will be used by Vocera Assignment Group Sync Adapter to determine the Group mapping. The schedule mappings must be correct to ensure the currently on-call specialist gets added to the correct Group in order for users to contact them. The mappings map the schedule name and the shift name to the role and location using regular expressions and mappings for each. This provides a significant degree of mapping flexibility, so that for instance: • The schedule name could be mapped to the location and the shift name to the role. • The location could be hard coded and the shift name mapped to the role. • The schedule name could be used to choose the mapping and the shift name parsed to map to both the location and the role. 16 VOCERA AMION ADAPTER CONFIGURATION GUIDE
INTEGRATING VOCERA AMION ADAPTER WITH THE VOCERA PLATFORM Currently there is no capability to, for example, take part of the shift name and part of the schedule name in determining a single field such as the role name. The following example assumes that the entire schedule name should be used to identify the location, and the shift name is of a format similar to "On-Call MD Daytime" where the time slot uses a standard naming structure and should be dropped to create the role name: Note that the location and role values are relative to the assignment being created. At a minimum, the key values for the location and role must be specified: location.location_id, location.facility.name, role.name, and role.facility.name. It can also be useful to specify other data (especially location.name) in cases where the linked role or location does not exist before the first assignment to it is created. Note that the use of the "AMN:" prefix on the location id in the Schedule Mapping field. This prefix ensures that the location is only used by AMiON created assignments. The reason for this is that AMiON created assignments must not be used for delivery of Vocera Platform alerts, which in turn means that these locations should never be linked to any beds. Therefore, the mapping ensures that the location is "owned" by the adapter, so the location is not used by other adapters and beds are not accidentally assigned to it. 17 VOCERA AMION ADAPTER CONFIGURATION GUIDE
Understanding Adapter Installation Adapters are installed on the Vocera Platform in a solution package, or individually as needed by the customer. The Vocera Platform uses adapters to integrate with external systems and devices. Each adapter is configured by the user to include information that will allow the Vocera Platform to communicate and interact with a specific type of resource and, depending on the adapter, devices that resource may control. Adapters can allow the Vocera Platform to monitor and collect data, as well as send data out, when triggered manually or automatically. When implementing Vocera Platform at a customer site, use this document to install an adapter that is not supplied in the Gold Image. Otherwise, you will install a needed adapter when instructed in the solution package installation process described in the Vocera Platform Installation Guide. Accessing Supported Adapters Supported adapters that are not included in the solution Gold Image can be installed at a customer site. Many Vocera Platform adapters are provided in the solution's Gold Image for installation during the customer implementation. Supported adapters that are not included in the solution Gold Image can be installed at a customer site using the instructions provided in the Installing an Adapter on page 20 document. The following two tables describe the set of adapters in Vocera Platform versions 5.5 and 6.0. The first table lists the adapters provided in the Gold Image. The second table lists the optional adapters available for installation. Adapters provided in the Gold Image Adapter Name Platform 5.5 Platform 6.0 ascom-interface extension-ascom-interface-1.7.118-0.x86_64.rpm extension-ascom-interface-1.8.0.1.x86_64.rpm compliancelogger-interface extension-compliance-logger- extension-compliance-logger- interface-1.0.103-0.x86_64.rpm interface-1.1.0.7.x86_64.rpm cucm-interface extension-cucm-interface-2.5.0-0.x86_64.rpm extension-cucm-interface-2.6.0.2.x86_64.rpm data-export-interface extension-data-export- extension-data-export- interface-1.4.1-0.x86_64.rpm interface-1.5.0.3.x86_64.rpm hill-rom-clinical-interface extension-hill-rom-clinical- extension-hill-rom-clinical- interface-2.0.8-0.x86_64.rpm interface-2.1.0.2.x86_64.rpm hl7-interface extension-hl7-interface-1.4.5-0.x86_64.rpm extension-hl7-interface-1.5.0.2.x86_64.rpm incoming-email-interface extension-incoming-email- extension-incoming-email- interface-1.15.101-0.x86_64.rpm interface-1.16.0.1.x86_64.rpm ldap-interface extension-ldap-interface-1.3.0-0.x86_64.rpm extension-ldap-interface-2.0.0.13.x86_64.rpm media-interface extension-media-interface-1.0.105-0.x86_64.rpm extension-media-interface-1.1.0.1.x86_64.rpm outgoing-email-interface extension-outgoing-email- extension-outgoing-email- interface-1.6.102-0.x86_64.rpm interface-1.7.0.2.x86_64.rpm responder-sync-interface extension-responder-sync- extension-responder-sync- interface-4.0.6-0.x86_64.rpm interface-5.0.0.34.x86_64.rpm spacelabs-cei-interface extension-spacelabs-cei- extension-spacelabs-cei- interface-1.0.109-0.x86_64.rpm interface-1.1.0.5.x86_64.rpm 18 VOCERA AMION ADAPTER CONFIGURATION GUIDE
UNDERSTANDING ADAPTER INSTALLATION Adapter Name Platform 5.5 Platform 6.0 spectralink-interface extension-spectralink- extension-spectralink- interface-2.1.103-0.x86_64.rpm interface-2.2.0.2.x86_64.rpm tap-interface extension-tap-interface-1.10.2-0.x86_64.rpm extension-tap-interface-1.11.0.5.x86_64.rpm vocera-interface extension-vocera-interface-3.1.0-1.x86_64.rpm Not supported xmpp-interface extension-xmpp-interface-3.4.2-0.x86_64.rpm extension-xmpp-interface-4.0.0.328.x86_64.rpm Optional Adapters Adapter Name Platform 5.5 Platform 6.0 amion-interface extension-amion-interface-1.0.0-0.x86_64.rpm extension-amion-interface-1.0.0-0.x86_64.rpm assignmentgroupsync-interface extension-assignment-group-sync- extension-assignment-group-sync- service-1.0.1-0.x86_64.rpm service-2.0.0.4.x86_64.rpm assignmentmanager-interface extension-assignment-manager- extension-assignment-manager- interface-1.1.2-0.x86_64.rpm interface-2.0.0.4.x86_64.rpm carescape-interface extension-carescape- extension-carescape- interface-1.1.108-0.x86_64.rpm interface-1.2.0.1.x86_64.rpm earlysense-interface extension-earlysense- extension-earlysense- interface-1.0.102-0.x86_64.rpm interface-1.1.0.2.x86_64.rpm incomingvmi-interface extension-incoming-vmi- extension-incoming-vmi- interface-1.0.0-1.x86_64.rpm interface-1.1.0.4.x86_64.rpm incomingwctp-interface extension-incoming-wctp- extension-incoming-wctp- interface-1.0.0-1.x86_64.rpm interface-1.0.0.31.x86_64.rpm navicare-interface extension-navicare-interface-1.4.2-0.x86_64.rpm extension-navicare-interface-1.5.0.2.x86_64.rpm nihon-kohden-interface extension-nihon-kohden- extension-nihon-kohden- interface-1.1.102-0.x86_64.rpm interface-1.2.0.2.x86_64.rpm outgoing-wctp-interface extension-outgoing-wctp- extension-outgoing-wctp- interface-2.0.0-2.x86_64.rpm interface-2.0.0-2.x86_64.rpm patient_context-service extension-patient-context- Not supported service-1.0.0-0.x86_64.rpm qgenda-interface extension-qgenda-interface-1.0.0-2.x86_64.rpm sip-interface extension-sip-interface-1.4.0-0.x86_64.rpm extension-sip-interface-1.4.0-0.x86_64.rpm soap-publisher-interface extension-soap-publisher- extension-soap-publisher- interface-1.0.112-0.x86_64.rpm interface-1.1.0.2.x86_64.rpm soap-subscriber-interface extension-soap-subscriber- extension-soap-subscriber- interface-1.0.113-0.x86_64.rpm interface-1.1.0.2.x86_64.rpm sotera-esii-interface extension-sotera-esii- extension-sotera-esii- interface-1.0.113-0.x86_64.rpm interface-1.1.0.2.x86_64.rpm stryker-interface extension-stryker-interface-1.0.102-0.x86_64.rpm extension-stryker-interface-1.1.0.3.x86_64.rpm vmp-interface extension-vmp-interface-1.1.0-0.x86_64.rpm Not supported voice-group-sync-interface extension-voice-group-sync- Not supported interface-1.0.3.12.x86_64.rpm Recreating a Repository In the event that the repository reference file has been compromised, you can re-create the platform repository. This information should be specified on the related adapter's Release Information page in the wiki. See Releases and navigate to the needed adapter. 1. Verify that the adapter resides in a repository which is in '/etc/yum.repos.d/'. 2. If the repolist or yum commands fail, verify that the file exists and try again. For example, use the following code to verify the repository exists on the Vocera Platform appliance: [tpx-admin@engage log]$ cat /etc/yum.repos.d/vocera.repo 19 VOCERA AMION ADAPTER CONFIGURATION GUIDE
UNDERSTANDING ADAPTER INSTALLATION 3. Verify the output appears as shown. #--------------------------------------------------------------------------------------------- # NOTICE: Only use the General Availability (platform-6.X-ga) repository for customer deployments. # Use of Controlled Release (platform-6.X-cr) or Software Quality Assurance (platform-6.X-sqa) in # accordance to process QOP-75-01 Production Work Order and History Record, contact your # manager for questions. #--------------------------------------------------------------------------------------------- [Platform-6.0] name=Platform-6.0 baseurl=https://box.voceracommunications.com/Platform-6.0-GA enabled=1 gpgcheck=0 Installing an Adapter Install or uninstall a Vocera Platform adapter at a customer site on a Vocera system for a customer. Execute the following steps using the system's command prompt. 1. Verify that the adapter resides in a repository which is in '/etc/yum.repos.d/'. 2. Run the following commands: sudo yum clean all sudo yum check-updates 3. Verify that the rpm package to be installed is available using the following command: sudo yum list available | grep extension 4. Install the adapter by specifying its rpm package name in place of in the code below. (This information should be specified on the related Release Information page in the wiki; see Release Notes.) sudo yum install 5. Uninstall an adapter by specifying its rpm package name in place of in the code below. (This information should be specified on the related Release Notes page; see Release Notes.) sudo yum remove Practicing an Adapter Installation Replicate these steps using the needed adapter package, in order to install adapters other than the example given here. 1. Verify the repo file contains the repos up to and including the release of interest. [tpx-admin@engage log]$ cat /etc/yum.repos.d/vocera.repo #--------------------------------------------------------------------------------------------- # NOTICE: Only use the General Availability (platform-6.X-ga) repository for customer deployments. # Use of Controlled Release (platform-6.X-cr) or Software Quality Assurance (platform-6.X-sqa) in # accordance to process QOP-75-01 Production Work Order and History Record, contact your # manager for questions. #--------------------------------------------------------------------------------------------- [Platform-6.0] name=Platform-6.0 baseurl=https://box.voceracommunications.com/Platform-6.0-GA enabled=1 gpgcheck=0 2. Execute the following commands: [tpx-admin@engage log] $ sudo yum check-updates Loaded plugins: langpacks, product-id, subscription-manager This system is not registered to Red Hat Subscription Management. You can use subscription-manager to register. Quartz | 3.6 kB 00:00:00 (1/2): Quartz/group_gz | 483 B 00:00:00 (2/2): Quartz/primary_db | 29 kB 00:00:00 3. Verify the package is available, using the following command: [tpx-admin@engage log] $ sudo yum list available | grep extension 20 VOCERA AMION ADAPTER CONFIGURATION GUIDE
UNDERSTANDING ADAPTER INSTALLATION extension-navicare-interface.x86_64 1.3.6-0 Platform 5.0 4. Install the needed adapter; in this example, install the Navicare adapter: [tpx-admin@engage log] $ sudo yum install extension-navicare-interface Loaded plugins: langpacks, product-id, subscription-manager This system is not registered to Red Hat Subscription Management. You can use subscription-manager to register. Resolving Dependencies --> Running transaction check ---> Package extension-navicare-interface.x86_64 0:1.3.6-0 will be installed --> Finished Dependency Resolution Dependencies Resolved ================================================================================================================================================== Package Arch Version Repository Size ================================================================================================================================================== Installing: extension-navicare-interface x86_64 1.3.3-0 Quartz 59 k Transaction Summary ================================================================================================================================================== Install 1 Package Total download size: 59 k Installed size: 62 k Is this ok [y/d/N]: y Downloading packages: extension-navicare-interface-1.3.6-0.x86_64.rpm | 59 kB 00:00:00 Running transaction check Running transaction test Transaction test succeeded Running transaction Installing : extension-navicare-interface-1.3.6-0.x86_64 1/1 Verifying : extension-navicare-interface-1.3.6-0.x86_64 1/1 Installed: extension-navicare-interface.x86_64 0:1.3.6-0 Complete! 5. This completes the steps to install an adapter. 21 VOCERA AMION ADAPTER CONFIGURATION GUIDE
Navigating the Vocera Platform Adapters Access the Adapters tab and use the filter or search tools to display a specific adapter. This page is used by all the adapter guides, and therefore, the adapter used as an example here may not be the adapter that you are working with currently. 1. Access the Vocera Platform Web Console and sign in with your system credentials. 2. Select Settings > Adapters in the navigation menu. The Adapters page displays. 3. Select an adapter to work with from the list displayed in the grid, or select the New Adapter Action option to create a new adapter. On the Adapters page you can identify adapters by their name or component name. The Enabled column (displaying a true or false status) indicates whether the adapter is active on the system, or disabled. The bottom row of the grid reports the number of adapters displayed, of the available adapters. The Filter Disabled box is checked by default, and displays only the enabled adapters that are configured on the Vocera Platform. 22 VOCERA AMION ADAPTER CONFIGURATION GUIDE
NAVIGATING THE VOCERA PLATFORM ADAPTERS 4. Uncheck the Filter Disabled box to display all the adapters that have been installed, including those that are not currently enabled. The column title now displays All Adapters. The Filter Disabled box is checked by default. 5. Enter a term in the Search field to locate a needed adapter on the system. The search field is identified by a text field with a magnifying glass icon. The search is performed on the Name and Component Name columns. When results are returned, the column header displays Adapters Search Results and an x icon allows you to clear the search field. 23 VOCERA AMION ADAPTER CONFIGURATION GUIDE
NAVIGATING THE VOCERA PLATFORM ADAPTERS Editing an Adapter Edit an adapter that has been installed on the Vocera Platform. This page is used by all the adapter guides, and therefore, the adapter used as an example here may not be the adapter that you are working with currently. 1. Access the Vocera Platform Web Console and navigate to the adapters. See Navigating the Vocera Platform Adapters on page 22 for instructions. 2. Select the adapter to edit in the Adapters list. 3. Select Edit in the adapter's menu. The Update Adapter page for the adapter displays. 4. Edit the adapter's settings to revise the configuration as needed. See the adapter-specific configuration page for details on working with settings for this adapter. Select an empty field and begin typing, or select an existing value and type over it. To keep an existing value, do not edit that field. 5. Select one of the options to exit the Update Adapter page. See Saving an Adapter on page 26 for details. Creating a New Adapter Access the Vocera Platform Web Console to work with adapters, or create a new adapter when prompted in the package import process. This page is used by all the adapter guides, and therefore, the adapter used as an example here may not be the adapter that you are working with currently. 24 VOCERA AMION ADAPTER CONFIGURATION GUIDE
NAVIGATING THE VOCERA PLATFORM ADAPTERS 1. Access the Vocera Platform Web Console and navigate to the adapters. See Navigating the Vocera Platform Adapters on page 22 for instructions. 2. Select New Adapter in the Action menu on the Adapters page. The Create a New Adapter dialog displays. 3. Complete the configuration fields. Name Description Component Name * Select the Component Name field dropdown arrow to display a list of the systems and devices that Vocera currently supports. Select the name of the adapter to create. Reference Name Enter a short descriptive name in the Reference Name field to uniquely identify an adapter instance. It may demonstrate the adapter function or other information; for example, Production adapter may differentiate a live adapter from a development or "sandbox" adapter. Enabled Select the Enabled check box to allow Vocera Platform to use the new adapter. Vocera ignores the adapter if this option is disabled. 4. Select Upload Bundle in the Action menu to install a package on a Vocera Platform. Use the Upload Bundle feature to install when the adapter is not available in the Component Name dropdown list, and you have downloaded the needed adapter bundle to a storage location. 5. Click on Browse to navigate to the bundle to install. 25 VOCERA AMION ADAPTER CONFIGURATION GUIDE
NAVIGATING THE VOCERA PLATFORM ADAPTERS 6. Select one of the Action options to exit from the Upload a Bundle dialog. • Upload: Upload the selected bundle to the appliance. • Cancel: Close the Upload a Bundle dialog without making a change to the system. Saving an Adapter Close an adapter configuration dialog using the Save, Reset, or Cancel options. This page is used by all the adapter guides, and therefore, the adapter used as an example here may not be the adapter that you are working with currently. When creating a new adapter, the options at the bottom of the adapter configuration page are Save, and Cancel. When editing an existing adapter, the options are Save, Reset, and Cancel. Choose an option to close the dialog: Option Description Save Select Save to store the adapter configuration in the system, when the fields are set to desired specifications. Cancel Select Cancel to close the configuration window without saving your changes to the system. Reset Select Reset to clear all fields without closing the window, in order to select other specifications for the adapter's settings. Deactivating an Adapter Temporarily deactivate an adapter to avoid unintentional use of it in an implementation. This page is used by all the adapter guides, and therefore, the adapter used as an example here may not be the adapter that you are working with currently. 1. Access the Vocera Platform Web Console and navigate to the adapter to deactivate. See Navigating the Vocera Platform Adapters on page 22 for instructions. 26 VOCERA AMION ADAPTER CONFIGURATION GUIDE
NAVIGATING THE VOCERA PLATFORM ADAPTERS 2. Select Edit in the Actions menu to access the Update page for the adapter. 3. Un-check the Enabled box to temporarily deactivate the adapter. When deactivated, the Vocera system will ignore the adapter. You can easily enable or disable the adapter at any time. 4. Select one of the options to exit the Update Adapter page. See Saving an Adapter on page 26 for details. Removing an Adapter Permanently remove an adapter from the Vocera system. This page is used by all the adapter guides, and therefore, the adapter used as an example here may not be the adapter that you are working with currently. Use the remove function to permanently delete the adapter from the system. Alternatively, you can disable an adapter and the Vocera system will ignore it. Warning: Remove cannot be undone. If any system features use this adapter, removing the adapter prevents the features from functioning. 1. Access the Vocera Platform Web Console and navigate to the adapter to remove. See Navigating the Vocera Platform Adapters on page 22 for instructions. 2. Select Remove in the Actions menu to permanently delete the adapter. 3. Click Ok in the confirmation window. • Ok: Confirm the choice to remove the adapter from the system. • Cancel: Return to the adapter page without making a change. 27 VOCERA AMION ADAPTER CONFIGURATION GUIDE
NAVIGATING THE VOCERA PLATFORM ADAPTERS 4. Confirm that the adapter no longer displays in the Adapters list view, when a success message displays. 28 VOCERA AMION ADAPTER CONFIGURATION GUIDE
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