Readme1st

 

Welcome to the DHIS version 1.3.0.x installation CDs from the Health Information Systems Programme (HISP). The last number (x) in the version number is the build – patch upgrade files are available for users of previous builds of version 1.3.0.x.

 

The “HISP tools 1.3.0.x” CD contains nearly 650M MB of free upgrades, shareware, freeware and other 'goodies'. Some of these – see below for details – are necessary for the DHIS to run properly.

 

The “DHIS v 1.3.0.x” CD contains the DHIS installation package and possibly DHIS Data Files for some provinces in South Africa plus possibly DHIS Data Files for some other countries currently implementing or piloting the software. What has been included usually depends usually on the space available if it’s on a single CD – if you have got a dual CD, it usually contains most available Data Files. For South Africa, we have also included GIS data on the new administrative boundaries available from the Municipal Demarcation Board plus GIS data showing health facilities in each province where available.

 

Requirements to run DHIS

A more detailed specification of recommended hardware and software for a typical district / provincial / national office running the DHIS can be found in the file “District HardSoftWare <MonthLastRevised>.rtf” on this the DHIS CD. In short, we recommend a typical “small business PC” for districts and a typical “technical workstation PC” for higher levels that handle larger amounts of data.

Minimum Hardware Requirements

DHIS will run on any PC that can run Access 97: 16 MB of memory (RAM) and around 200 MB of free hard disk space is the absolute minimum. The web applications (e.g. Data Dictionary) and the HISP Application Server needed to run them locally use around 8MB, so the practical minimum is 32 MB of RAM if you want to run the web apps.

 

With prices of memory hitting rock bottom – 256 MB of RAM now costs only around USD 40 (R 350) – you are strongly recommended to upgrade your PC to at least 256 MB if possible. For new PCs, it makes no longer sense to buy them with less than 256-512 MB of RAM.

 

Operative System Requirements

The DHIS software runs on all Windows platforms EXCEPT Windows 95A (also called OSR-1) and NT 3.5x, but you must make sure the relevant Service Packs (upgrades) have been installed - preferably before you install the DHIS software. All the necessary service packs and upgrades are found on the HISP tools 1.3.x CD (sub-folder where they can be found is specified in each case):

 

1.      Windows 95B (OSR-2) users should install Service Pack 1 (<HISPtools>\Windows 95\WIN95SP1).

2.      Windows 98 First Edition users should install Service Pack 1 (<HISPtools>\Windows 98\Win98SP1).

3.      Windows 98 Second Edition (no Service Packs available).

4.      Windows Millennium Edition (no Service Packs available).

5.      Windows NT 4.0 users must install Service Pack 6a (<HISPtools>\Windows NT 4.0\SP6a).

6.      Windows 2000 users should install Service Pack 3 (<HISPtools>\Windows 2000\W2KSP3.exe).

7.      Windows XP users should install Service Pack 1 (<HISPtools>\Windows XP\xpsp1_en_x86.exe).

 

Note: The Windows 2000 service pack is a self-extractable file. Double-click on it and extract the content into a temporary folder – e.g. C:\temp – and then run SETUP.exe in that folder to install the service pack.

 

All of these and other updates can also be obtained from the web site Windowsupdate.microsoft.com

 

The DHIS is currently not available for Linux, but we are exploring various options for making the DHIS platform independent. This will most likely happen through a gradual translation of all software modules from Access/Excel/VB/VBA and over to using Java and XML combined with flexibility in choosing any SQL-compliant Data Base Management System: Access, Oracle, MySQL (Open Source), DB2, SQL Server, PostgreSQL (Open Source), etc. Major progress on this can be expected in 2003/2004 – The Data Mart files can currently be moved to ORACLE or SQL Server with few problems.

 

Application Software Requirements

Before installing DHIS, you should have installed the following application software upgrades on your PC. All these upgrades or Service Packs are found on the HISP Tools CD – the CD sub-folder is specified in each case.

 

1.      All users must have Internet Explorer version 5 (sp-2), 5.5 (sp-2) or 6 (sp-1) or later installed, even if you normally prefer to use Netscape, Opera or another browser (or no Web browser at all). We recommend the installation of the latest version of IE6 with Service Pack 1 from the Microsoft Web-site. This can be found on various CDs or on the MS web site. Note: if you select to install the Access 2000 Runtime module as part of the DHIS, the installation routine will fail unless you have Internet Explorer 5 or later installed.

 

2.      Users of Microsoft Office 97 (Standard, Professional, and Developers Editions) must install Service Release 1 (if not already installed) and then Service Release 2b (if not already installed). The DHIS installation program will terminate with an error message if you don’t have sr-2b installed before installing the DHIS. You can find out which Service Release you have by opening for instance Excel, go to the Help pull-down menu and select About Microsoft Excel. SR-1 or SR-2 will be displayed just after “Microsoft® Excel” if any of them already are installed.

If there is nothing, do the following: (a) Note down the Product ID from the “This product is licensed to:” box, and close Excel. (b) Install Service Release 1 from <HISPtools>\Microsoft Office Updates\Office97\SR 1, and reboot the PC. (c) Install Service Release 2b from <HISPtools>\Microsoft Office Updates\Office97\SR2B, and reboot the PC (SR2b will ask for the Product ID you noted down).

If you already have SR-1 install, you can skip step (b) above.

Users of Office 97 might also benefit from installing Office 97 Service Pack 3 – found in <HISPtools>\Microsoft Office Updates\Office97\SP3. Office 97 SP3 also solves problems with ODBC and IISAM drivers.

 

3.      Users of Microsoft Office 2000 (Standard, Professional, Premium, and Developers Editions) should install Service Release 1 from <HISPtools>\Microsoft Office Updates\Office2000\SR-1\o2ksr1adl.exe. Note: Extract o2ksr1adl.exe into a temporary folder – e.g. C:\temp – and then run SETUP.exe from there to install the Service Release. The installation program will ask you to insert the original Office 2000 CD during installation, unless you copied the original CDs onto your hard disk and installed Office 2000/XP from there. If you have space enough, we STRONGLY recommend you doing that since it will save you a lot of hassle looking for the original CDs later. This is particularly important for the public sector, where original CDs often are kept under lock and key by the IT department and getting hold of copies a bureaucratic hurdle.

 

4.      The HISP Tools CD also includes Office 2000 Service Pack 3 – that is a temporary collection of hot-fixes that should be installed if you are experiencing problems with your Office 2000 installation. Furthermore, the CD includes Jet 4.0 Service Pack 6 upgrades (they vary depending on your version of Windows).

 

5.      Users of Microsoft Office 97/2000 Developers Edition can find updates for the development modules in <HISPtools>\Microsoft Office Updates. (Note: This is not directly relevant for running the DHIS, unless you intend to modify the design or code used with the software.)

 

6.      Users of Microsoft Office XP (various Editions) should install the DHIS 2000 module files – they run fine under Office XP. They should also install Service Pack 2 for Office XP – found in the <HISPtools>\Microsoft Office Updates\OfficeXP\Office XP SP-2 folder. The upgrade will ask you for the original Office XP CDs unless those CDs have been copied into your hard disk and Office installed from there.

 

Finally, note that the DHIS development team is working on automatically including all the upgrades above in the DHIS installation. Currently, though, you must install these upgrades yourself (preferably before installing the DHIS).

 

For the technically interested: Microsoft System Files required by the DHIS

The following groups of Microsoft System Files are required by the DHIS. They will be automatically installed, unless you choose the “Compact” option that will be made available as an Internet download (not before November 2002). Use the Compact option ONLY when know these system files already exist on your PC, and if you have very little free space on your hard disk.

 

·        Jet 4.0: Jet 4.0 is a component database engine, composed of Dynamic Link Libraries (.DLL files) and other components. The Jet database engine is one of the engines shipped with Access 2000, but in the case of DHIS it is also used by some of the Web applications (e.g. Data Dictionary). Note that you should install the Jet 4.0 Service Pack 6 after installing the DHIS – the file relevant for your operative system can be found in the <HISPtools>\Jet40SP6 folder.

·        DAO 3.6: Microsoft’s Data Access Objects (DAO) is a set of objects that enables OLE Automation clients to access and manipulate data in local or remote databases, and to manage databases, their objects, and their structure. DAO are used by e.g. Access and Visual Basic.

·        Visual Basic 6 Runtime (Service Pack 5 or higher): The Visual Basic 6 Runtime files are necessary to enable any program created with Visual Basic 6.0 to run properly.

·        MDAC 2.6 SP2: The Microsoft Data Access Components (MDAC) enables Universal Data Access. These components allow data-driven applications to communicate across the Web or over local networks. MDAC 2.6 Service Pack 2 includes ADO, OLE DB, ODBC, RDS, and Microsoft Visual FoxPro® components. Note: MDAC 2.6 does not include Jet files, but these are included with the DHIS as a separate component. Note also that whereas MDAC 2.7 SP1 (“XP” version) also is included on the HISP tools CD, that version does not support Windows 95B.

Installing the DHIS software

WARNING to ArcExplorer 1.1 Users

If you have already have ArcExplorer 1.1 installed on your PC, please remove it before installing this version of the DHIS. ArcExplorer 2.0 installs during the last part of the DHIS setup.

 

Note: Users of Windows 95/98/NT/2000 should install the latest version of Windows Installer before starting the DHIS installation, unless you are absolutely sure you have it already. If your version of Windows Installer is too old, you will receive an error message informing you about that fact when trying to install the XML Parser (happens right after the main part of the DHIS has been installed). Installing the latest version of Windows Installer is a good idea in any case – just double-click on the relevant file for your PC found in <DHIStools>\Windows Installer. Users of Windows XP do not need to bother with this – XP ships with version 2.0 of the Windows Installer.

 

After you have installed the relevant Service Packs + the latest Windows Installer 2.0 outlined in the previous section and above, do the following:

 

1.      Double-click the 'Setup.exe' icon (a small computer) on the DHIS 1.3.0.x CD. Follow instructions on the screen. You will be asked to accept the Open Source license agreement – basically telling you to use the DHIS for whatever you want as long as it’s not for commercial gain – and shown yet another warning message about the service packs mentioned above.

 

2.      Do not change the default installation folder unless necessary. If you later want to share data files on a network server, you are advised to install DHIS on every workstation for performance reasons. You can later copy the data files to the server, and then on each workstation change the active data file to the copy residing on the server. Note: if you install the DHIS to another hard disk on your PC because of lack of space on the C-drive, you might have to change the target strings of some shortcuts later.

 

3.      Note that running the DHIS installed on a server and used by client machines with NT Terminal Server software seems to work fine, but this has not been exhaustively tested by the DHIS development team.

 

4.      The default (only) setup type - Custom with data files – allows you to install real-world data sets from all the 9 provinces in South Africa as well as Data Files for some other countries. There are currently data files for both for Primary Health Care and Hospitals.

 

5.      When selecting "Custom with data files", you get a window with the main components for an installation under either Office 97 or Office 2000 already ticked. Verify that this auto-selection is correct, and if not change it. Note that no data files are ticked by default – you must scroll down and select those you need.

 

6.      All component with a ‘+’ in the small box to the left of them can be expanded by clicking on the ‘+’ symbol. Various sub-components can then be selected or unselected as appropriate.

 

7.      If you have Office 97 Professional, Office 2000 (Professional, Premium, or Developers Editions) or Office XP installed on your PC, select only the first three sub-components under “DHIS for Office 2000”. Do NOT, repeat DO NOT, install the Access 2000 Runtime files if you already have Access on your machine!!

 

8.      If you have Office 97 Standard Edition, which do not include Access 97, you must select the sub-component “Access 97 Runtime”. If you have Office 2000 Standard Edition, which do not include Access 2000, you can select either the sub-component “Access 97 Runtime” or the sub-component “Access 2000 Runtime”. We have had more reports of problems with the latter, so the 97 runtime version is usually preferable.

 

9.      After you have finished selecting program files and Data Files, click “Continue” to start the copying of the DHIS files to your PC.

 

10.   During the copying process, you might get a message saying that a locked file was found. This usually happens with the file MSVCRT.dll (it is a Microsoft C Runtime Library file). The installation is trying to install a newer version of this file, but it is in use by Windows and cannot be replaced straight away. Just click “Reboot” and the installation will continue. The new MSVCRT.dll file will then be logged for installation after your system has been rebooted.

 

11.   Towards the end of the installation, you are asked to install additional applications:

·        Snapshot Viewer 9.0 (free utility from Microsoft - needed to email or view Access reports). Make sure you click on the LARGE “Complete Installation” button.

·        Adobe Acrobat Reader 5.1 (free utility from Adobe – needed to read Public Document Format (.PDF) files, commonly used on the Web and for manuals.

·        ArcExplorer 2.0 (free desktop GIS viewer from ESRI - needed to use the GIS interface). You can also install ArcExplorer 4.1 for Java

·        WinZip 8.1 (shareware compression utility - needed to email or move larger files).

 

12.   NOTE: You will be asked to reboot after installing ArcExplorer 2.0. You can safely say NO to this, but make sure you reboot when the whole installation finishes.

 

13.   Reboot after installation (DHIS will not run properly unless you do!!)

 

14.   Install the Jet 4.0 Service Pack 6 relevant for your PC from the <HISPtools>\Jet40SP6 folder. There are three files in the folder: One for Windows 95/98/ME/NT, a second for Windows 2000, and a third for Windows XP. Note that you do not need Jet40SP6 for Windows 2000 is you have installed Windows 2000 SP 3. Also, to install Jet40SP6 for Windows 95/98/ME/NT you must already have Jet40SP3 installed.

 

Running the District Health Information Software

The DHIS installation programme places a number of shortcuts on your desktop. If you are using the Runtime versions of Access 97 or Access 2000, you can delete the three shortcuts called “AccessMD”, “AccessTB”, and “AccessRG”. Note that all the same shortcuts also are accessible via Start -> Programs -> DHIS. The shortcut 'Hisp' brings up the Web-based Shell, whereas the shortcut 'Data Dictionary' brings up the Web-based Data Dictionary. You can launch all modules and Excel files from the Shell, which allows you to delete all the other shortcuts on the desktop.

 

WARNING: If the shortcuts do not work as expected due to peculiar configurations on your PC, you might have to edit their target strings:

 

·        Right-click on a shortcut icon and select properties

·        Click the "shortcut" tab and look at the target string.

·        In particular, make sure that the first part of the target string reads "C:\Program Files\Microsoft Office\Office\msaccess.exe" if you have Office installed in that folder. Edit the string and click OK if it's different.

·        If you are using the Runtime 97 version, make sure that the first part reads "C:\Program Files\Microsoft Office\Access 97\msaccess.exe". Edit the string and click OK if it's different.

·        If you are using the Runtime 2000 version, make sure that the first part reads "C:\Program Files\Microsoft Office\ART\Office\msaccess.exe". Edit the string and click OK if it's different.

·        The same procedure should be followed for the Excel shortcuts if the automatic search for excel.exe is not successful for some unknown reason.

 

 

For details on how to start up the various components in the DHIS, we refer to the DHIS draft manual found in the “Help Files” folder under the DHIS folder. This can also be opened through the “DHIS manual” shortcut on the desktop or in Start->Program->DHIS.

 

A more advanced, searchable Online Help system (HTML format) combined with an updated DHIS manual is under development.

 

 

Running DHIS on a network

The DHIS application should run OK over a modern network (don't even try with an older DOS-based network like Novell 3.1x!!), but make sure you install it as a so-called THICK client. In other words, install the software on all workstation AND on the server. When you click on "Change Data File" in the DHIS Control Centre, a common dialogue box opens and you can navigate to the shared DHIS data file ON THE SERVER instead of selecting the Data File in the default folder (usually C:\Dhis). Different users can thus share the same Data File residing on the server.

 

With regard to sharing Pivot Table files (spreadsheet files), it is best to provide a basic, updated Pivot Table file on the server with its read-only attribute set to yes. Users can then copy this file to their own workstations and play around as they see fit. Somebody should then be responsible for refreshing the basic copy on the server when additional/modified data is available.

 

If you want people to be able to refresh their Pivot Table files using a Data Mart file residing on a server, you must modify the Pivot Table files – or re-create it using the Pivot Generator – so that each pivot table is “pointing” to the correct Data Mart source.

 

Running the software over networks has been tested only to a limited extent, so the DHIS team would appreciate any experiences or suggestions from users. We have recently had reports that running the DHIS on a server with NT Terminal Server clients works fine.

 

The Western Cape provincial IT department (South Africa) recently ported their Data Mart file to Oracle and provides a browser-based tool for reporting and querying. We are also working with the Eastern Cape and EQUITY to do the same on SQL Server.

 

Running DHIS on a PC with both Access 97 and Access 2000/XP installed:

The shortcut target strings will point to the 2000/XP version of msaccess.exe if it is found on the target PC. If you selected “DHIS for Office 2000” there is no problem. If you, on the other hand, decided to install “DHIS for Office 97” despite also having Office 2000/XP, you will need to change the target strings of the shortcuts to point to the 97 version of msaccess.exe

 

Runtime users:

For Access 97 or 2000 RUNTIME users: In order to launch the DHIS modules from the DHIS shell, you need to update the three shortcuts "AccessMD", "AccessTB", and "AccessRG" found in the DHIS folder. You can either

·        copy the runtime shortcuts from the Desktop to the DHIS folder, or

·        add "/runtime" as the first parameter in each shortcut's target string (separated from the rest of the target string by one space on each side).

 

Backup folder with all Module files:

If power disturbances or other problems should result in any of your module files being corrupted, you can extract the relevant module files from one of the backup archives found in the “DHIS Module Backup” folder under the DHIS folder. “DHIS97_ModuleFiles.zip” contains the 97 versions of the three module files, and ” DHIS2000_ModuleFiles.zip” contains the 2000 versions. Just extract the file you need and overwrite the corrupted version in the DHIS folder.

 

 

The DHIS team - Cape Town, May 12 2003.