Enclosure 4_AIO Readiness Guide.pdf

Central Pharmacy Manager 27.0 Installation and Setup Guide IG-01146 Rev-C

Central Pharmacy Manager 27.0 Installation and Setup Guide

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Contents This install document describes and details steps for setting up and installing CPM 27.0

Overview of Central Pharmacy Manager Satellite Pharmacy Manager Remote Ordering CP Mobile All-in-One Workstations Licensing Central Pharmacy Manager Central Pharmacy Manager Data Flow

Installing Hardware, Software, and Peripherals Installing Central Pharmacy Manager

Unpack and Set Up the Workstation(s) Establish Network Connection Add a CPM License in OmniCenter Add a CPMobile License in OmniCenter Set Up a CPM Main Client Set Up a CPM Workstation Adding New and Replacement Workstations in CPM Set Up a CPM Receiving Workstation Adding New and Replacement Workstations in CPM Set Up a Carousel Workstation Assign a CPM/SPM License at the Client Assign a CPMobile License at the Client Install the CPMobile Application Remove McAfee and Install Alternate Anti-virus Software CPXR2 Service Installation CPXR2 Service Installation Upgrade CPXR2 Verifying Communication with CPM

Connecting a Printer Tag Packager Printer and Label Setup Add and Configure a SATO Label Printer Enable a Default Transaction Label Printer Enable a Device-specific Label Printer Add a Form Printer

Connecting a Scanner Set Up the Zebra DS 8178 Scanner Set Up the MT-2070 Scanner Installing the Optional Fingerprint Scanner

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Internal and Confidential. Do not distribute.

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Adding a Manual Packager

Set Up CPM in OmniCenter Common OmniCenter Tasks for CPM Using Global OmniCenter Settings

Add CPM to the OmniSuppliers Table Configure System-wide CPM Settings in OmniCenter Import/Export Database Files

Set Up Areas and Cabinets Creating the CPM Item Database

Establishing Data Integrity: Rule of 2/Rule of 6 Import the Formulary to OmniCenter Add an Item to the OmniCenter Database Set Up Items to Restock from CPM Modifying Standardized Items Add Item Barcodes Set Par and Reorder Levels Manage Vendor Items

Setting Up CPM Users User Management Add a New User Active Directory Integration Active Directory Synchronization Active Directory Settings Set Sites to the Same Domain Server Roles and Permissions Overview Permissions Roles and Permissions FAQ Set Item Access by User Groups Set Field Level Access Control

Managing Item Restocks Set Up Vendor Restocks Set up Vendor Routes for XR2 Dock to Robot Set Up a Restock Route for Omnis Replenished by CPM Create a Restock Route with CPM as Source Generate a Manual Restock Receive Restocks from WorkflowRx to Satellite Pharmacy Manager

Prioritize Picking Transactions by Type Set the Picking Queue Priorities Add a New Priority Type Delete a Priority Type

Set Up Pick Verification

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SafetyStock Set Up SafetyStock Items Confirm Item via Bar Code Scan Print Bin Labels

Run Midnight Processing Set Midnight Processing Time Run Midnight Processing Manually

Working in OmniShell OmniShell Security Model Exit CPM to OmniShell Access CPM Administrative Functions and Settings Through OmniShell

Administer the CPM Software Within CPM Change CPM System Settings

Workstation Specific Configuration Application Timeout Settings Billing Settings Cloud Connectivity Settings Communications Settings Debug Settings Dispensing Settings Fingerprint Scanner Settings Hardware Settings Internationalization Configuration Settings Inventory Settings Item Settings Message Queue Caching Configuration Settings Miscellaneous Options Omni Settings Password Settings Patients Settings Printing Settings Runtime Values Settings Scanner Settings Security Settings Version Settings Set Up and Configure Optimized Cabinet Filling

Manage Carousel and Storage Devices, Packagers and XR2 Robots Add a New Device Configuring the Refrigerated Carousel XR2 Device Configuration Change Device Settings Manage Device Workflows in CPM Delete a Device

© 2023 Omnicell, Inc.

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Access Multiple Devices and Workstations Set Up and Configure Optimized Cabinet Filling Manage Bin Locations

Assign an Item to a Carousel or Open Storage Location Bin Assign a Packager Canister Find an Item Unassign an Item from a Bin Assign an item To an XR2 Device Unassign an item from an XR2 Device

Design and Update Labels The Active Label The Omnicell Template Labels The Label Designer Editing Tools Design a Custom Label From a Template Design a Custom Label Without a Template Edit a Custom Label Change Custom Label Size Test a Custom Label Delete a Custom Label Find a Custom Label

Disaster Recovery Back Up CPM or CSM Printers Printer Restoration

Manually Operating the Carousels System Logistics Carousel Emergency Access

System Logistics Lockout and Tagout Procedures System Logistics Temporary Single Drive Operation System Logistics Manual Hand Crank Operation System Logistics Carousel Startup

System Logistics Carousel Manual Operation Move System Logistics Carousel to a Specific Shelf Clear System Logistics Carousel Errors Align a System Logistics Carousel Shelf Move to Next System Logistics Carousel Shelf Perform an Emergency Stop (System Logistics) Power Up/Down the System Logistics Carousel

Kardex Remstar Carousel Manual Operation Rotate the Kardex Remstar Carousel Manually Perform an Emergency Stop (Kardex Remstar) Power Up/Down the Kardex Remstar Carousel

Central Pharmacy Reports

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Create a Downtime Inventory Report Set up and Run the Vendor Items Table Report Track Transactions for Non-Cabinet Areas Set Up and Run the Pick Verification Report Set up and Run the Inventory Billing by Cost Center Report Set up and Run the Inventory Cost by Cost Type Report Create a Worksheet to Track QOH and Expiration Date List System Roles and Permissions

Troubleshooting CPM Pick Routing with OmniCenter Service 2.0 Communication Forms Do Not Print Forms Print on the Label Printer Run Carousel Diagnostics Scanner Stops Working Backup Scanner Is Not Acquired Address Kardex Remstar Errors Carousel Disconnected After Data Restore Run Carousel Diagnostics Viewing XR2 Errors, Warnings, and Information Events XR2 Critical Status Messages

Additional CPM Resources Items and Users Tables Radio Button Reference Use the Limits Fields to Search the Database

Onyx All-in-One Workstation Specifications

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Overview of Central Pharmacy Manager The Omnicell Central Pharmacy Manager (CPM) inventory management software manages inventory in the main hospital or system pharmacy.

CPM items can be stored in carousels or in open storage locations such as shelving or refrigerators. Satellite Pharmacy Manager is a separate license that comes with CPM, to help manage inventory in remote facility locations. For more information see Satellite Pharmacy Manager.

An integrated wireless bar code scanner helps the user to process items at their locations without having to return to the CPM workstation. CPM is fully integrated with the OmniCenter database, to ensure accurate inventory control, costing, and reporting.

The CPM system includes the following features:

● Item location assignment tracking

● Cycle counting and transfers

● Electronic ordering and receiving

● Item dispensing, picking, and stocking

● Processing restock requests from other CPMs or SPMs

● Pick verification

● Item expiration date recording

● Reporting: users can use existing OmniCenter reports as well as pharmacy-specific

OmniCenter reports

The CPM system can be configured to retain up to seven years of transactions and user events using the historical database feature in OmniCenter. See the Historical Database Technical Guide for more information. Central Pharmacy Manager runs in conjunction with the same version of OmniCenter or greater. For Omnicell server specifications and installation instructions, see the OmniCenter Server Implementation Guide.

This information covers the steps that are required to set up and configure the Central Pharmacy Manager (CPM) software and the all-in-one (AIO) workstations. For information about the Central Pharmacy Manager user workflow, completing basic tasks, and managing user administration, see the Central Pharmacy Manager User Guide.

Satellite Pharmacy Manager Satellite Pharmacy Manager (SPM) software manages inventory in central and satellite pharmacies throughout the hospital. This software runs in conjunction with Central Pharmacy Manager.

Satellite Pharmacy Manager items are stored in open storage locations, and are ordered from CPM (rather than outside vendors). Omnicell cabinets are not supported as CPM storage locations. SPM is fully integrated with CPM, and therefore the OmniCenter database, to maintain the same level of accurate inventory control, costing, and reporting.

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Remote Ordering The Remote Ordering web application helps you to order items from locations throughout the hospital system. This software runs in conjunction with Central Pharmacy Manager.

Remote Ordering items are ordered from CPM (rather than outside vendors). To use the application, you must have remote ordering set up for your location and the associated user permissions. Remote Ordering is fully integrated with CPM, and therefore the OmniCenter database, to maintain the same level of accurate inventory control, costing, and reporting.

For more information about this application, see the Remote Ordering User Guide.

CP Mobile The CP Mobile application allows you to use a mobile device to do cycle counts.

To use the CPMobile application, you must have a CPMobile device and license, as well as associated user permissions. CP Mobile is fully integrated with CPM, and therefore the OmniCenter database.

All-in-One Workstations One or more all-in-one (AIO) workstations can be located in the pharmacy for receiving, stocking, and picking pharmacy items.

An AIO workstation is also known as an AIO, CPM, client, or workstation. In OmniCenter, each device is sometimes referred to as an Omni.

A CPM Main Workstation is also referred to as an Omni.

The AIO workstation can be configured in two ways:

Main Workstation The main workstation handles transactions between OmniCenter and CPM, as well as functions as a workstation for normal pharmacy transactions. There must be one main workstation to connect to OmniCenter, and communicate with non-main workstations.

Omnicell recommends that the main workstation be running Windows 10, and not be associated with a hardware device such as carousel or packager, if possible, because of the extra load it carries brokering transactions with OmniCenter. In addition, for troubleshooting and service access it reduces stress on pharmacy operations.

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Non-main Workstation A non-main workstation communicates only with the main workstation. It can be used for normal pharmacy transactions, but the workstation does not communicate with OmniCenter. If desired, the workstation ID can be configured to limit that workstation to only perform receiving functions. There can be up to fourteen Windows 10 workstations attached to the main. Many hospitals have a receiving area outside the pharmacy, where items received from wholesalers are stored before they are received to inventory. Items can be received to inventory in the receiving area, and then delivered to the pharmacy for stocking. In this case, the CPM workstation can be set up for only receiving functions..

Additional information regarding CPM workstations:

● A (non-main) workstation cannot be added to OmniCenter. When launching any (non-main) workstation for the first time, point the services location to the CPM Main IP address.

● CPM main configuration Receiving Method must be set to Two-step Receiving to enable setup of a workstation that is limited to only the receiving function.

● CPM workstations are dependent on the CPM main. They do not function if the CPM main workstation is down.

To set up a workstation, see the information in Install the CPM Application.

Licensing Central Pharmacy Manager Central Pharmacy Manager (CPM) is an Omnicell licensed product. Each CPM client must be licensed in order to operate with full features. A Satellite Pharmacy Manager (SPM) license is available for satellite pharmacies that do not have hardware such as a carousel or packager and that do not order electronically from a wholesaler.

The SPM license provides the same functionality as the CPM license except that it does not provide access to hardware devices. SPM is typically restocked from CPM, instead of from an outside vendor. CPM workstations do not require licensing. A SPM location can still manually order if they do not get all their medications from CPM at the main pharmacy, but an order cannot be generated from an outside vendor.

Customers purchase a CPM license for the number of CPM clients and an SPM license for the number of SPM clients to be used at the same time at their facility. The license codes are entered during installation, and each time a user logs on, OmniCenter counts it as a license that is in use. If the maximum number of clients in use is reached, additional users cannot log on.

If a facility has both CPM and SPM license codes, be sure to assign the CPM license to the pharmacy with a carousel or that will be ordering from a vendor.

The title at the top of the logon screen identifies the type of license that is activated, whether a Central Pharmacy Manager or Satellite Pharmacy Manager.

© 2023 Omnicell, Inc.

Central Pharmacy Manager Data Flow In Central Pharmacy Manager, information flows between the Pharmacy Information system (PIS), OmniCenter, the vendor system, and the storage areas. This image shows the data flow between the system components and describes the flow of information.

In this diagram, yellow dashed lines represent interface communication, solid blue lines represent communication within the Unity system, and solid green lines indicate user tasks.

Beginning with the initial order from a cabinet:

1. A cabinet generates a request that goes to OmniCenter. This also automatically generates a pick request to the CPM main (blue line 1).

2. The PIS forwards a new order and cartfill via interface to OmniCenter (yellow dashed line 2) .

3. Central Pharmacy Manager communicates with OmniCenter, and data gathered is used to determine needs for a a purchase order (blue line 3).

4. OmniCenter generates a restock/vendor order, which is sent to the distributor system (yellow dashed line 4). At a scheduled time, OmniCenter generates a purchase order for CPM and sends it to the wholesaler through OIS.

5. The vendor order system returns an invoice to CPM via Omnicenter (5), and forwards the order to a distributor for filling (yellow dashed lines 5).

6. After the order is filled, pharmacy personnel receive the order and stock it to the carousel or open storage areas (green lines 6).

7. The items are picked and distributed to the requesting satellite areas or nursing units (green lines 7).

8. Finally, the items are distributed from these areas to the patients (green lines 8).

© 2023 Omnicell, Inc.

Installing Hardware, Software, and Peripherals You can install and license the workstations, connect form and label printers, and set up a scanner with the instructions in the next several topics.

Follow instructions in the next sections to install Central Pharmacy Manager.

Installing Central Pharmacy Manager Central Pharmacy Manager runs in conjunction with the same version of OmniCenter or greater.

OmniCenter administrator privileges are required to conduct all installation, set up, and configuration tasks for Central Pharmacy Manager (CPM).

For more information about any OmniCenter implementation tasks, see the OmniCenter Administrator Guide.

Unpack and Set Up the Workstation(s)

Follow these steps to set up the workstation. (This is for a single workstation. We need the video workstation info)

About this task These instructions assume that this is a first-time installation of the CPM system. Work with the site IT department to determine how IP addresses are assigned and managed at the site. The CPM workstation can use a static IP address, or a dynamic address if the site has the ability to function by DNS (Domain Name System) and PC name. Static addresses are typically used. If so, obtain an IP address from site IT before you proceed

Important: Plug the workstation power cord into the workstation power supply receptacle first, then into a wall socket. If the cord is plugged into the wall first, the system will not power up. This feature is also documented in an insert in the workstation package.

Procedure

1. Remove the workstation from packaging. Retain packaging.

2. Place the workstation on a flat surface.

3. If using the wireless option, plug the USB receiver, located inside the mouse when shipped, into one of the USB ports on the workstation to install both the mouse and keyboard. If using the wired option, insert the keyboard and mouse cables into the USB ports underneath the workstation or on the side of the workstation.

4. Plug the power cord into the power receptacle on underside of the workstation, and then into a wall socket.

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5. Remove the two protective plastic coverings from the monitor face—one over the infrared sensor on lower front center of the workstation, and the other over the touch screen.

6. Tilt the monitor to desired the angle by pushing the top back and pulling the lower edge forward.

Important: When a new CPM Main is installed, or an existing CPM Main is replaced, after it is connected to OmniCenter and data restore is completed, the CPM configuration at Settings > Omni > Send Configurations on Startup must be changed to Yes. System restart is not required after this change.

Workstation Overview

The all-in-one workstation communicates with OmniCenter and provides complete CPM functionality for pharmacy and satellite pharmacy installations.

The workstation has the following connectors:

● USB ports (two on right side, four underneath, labeled 1, 2, 3, 4).

○ The bar code scanner must be connected to USB port 1 or 2.

○ The wireless keyboard and mouse USB receiver can be connected to a remaining

USB port.

● Fingerprint Reader

○ Ports 3 and 4 underneath are USB 3.0 connectors that are not supported for use with CPM. The USB 3.0 ports can be identified by the blue connector inside the port.

● LAN: for network connection cable

● DC in: for power cable

Controls and indicators located at lower right front of monitor include:

● HDD indicator (when flashing, indicates that system is accessing the hard disk)

● LAN indicator (when flashing, indicates active network connection via LAN)

● Volume control

● Brightness control

● Mute/Exit control

● Menu/Enter control

● Keyboard

● Mouse

● Stylus (in anti-static packaging)

● Power supply and power cable

© 2023 Omnicell, Inc.

Establish Network Connection

Connect the workstation to the customer’s network following these steps.

Before you begin

Important: This procedure requires administrative access to CSM.

Obtain the following information from the customer before beginning:

● Workstation IP address

● Subnet mask

● Default gateway

● Preferred DNS server

● Alternate DNS server

Procedure

1. From OmniShell, press Command Prompt.

2. In prompt window, type sysdm.cpl, then press Enter.

3. Follow instructions in Change IP Address on page 209 ( if required by the customer).

4. Press Local Area Connection 2.

5. Press Properties.

6. Press Internet Protocol Version 4 (TCP/IPv4).

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7. Press Properties.

8. Enter the information provided by the customer’s IT department.

9. Type a period (dot) to advance to next field within a setting.

10. Press Tab to move to the next setting.

11. Press OK when all information is entered.

12. Select the Sharing tab.

13. Select the check box for Allow other network users to connect through this computer’s

Internet connection.

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14. Press Close on two different windows to close them.

In a few moments, the View Network Status screen should appear, indicating that the computer is connected to the Internet.

15. Test the network connection by launching Internet Explorer.

Add a CPM License in OmniCenter

Before you begin, you must obtain a license key. After you obtain the key, you can use these steps to set up both a CPM license and an SPM license.

About this task For information about obtaining a license key, see the OmniLicense 2.3 Administration Guide, 67-2066.

Procedure

1. In OmniCenter, select Database > Global Settings table > License resource type. Click

Search.

2. Select Central Pharmacy or Satellite Pharmacy, then click Modify.

3. Enter the license key in the Resource Value field. Click Save.

If the license is valid, a Valid message is displayed at the right of the Resource Value field. If the license key is invalid, Invalid is displayed.

Results After you enter the license code, the license must be enabled at the individual clients. See Assign a CPM/SPM License at the Client on page 30.

If the CPM license is invalid or missing when you start CPM, notifications are displayed on the CPM main screen.

© 2023 Omnicell, Inc.

Use OmniLicense to obtain a new license key, and then enter the key as described in this topic.

Add a CPMobile License in OmniCenter

Before you begin, you must obtain a CPMobile license key in OmniCenter. After you obtain these keys, you can use these steps to set up CPMobile licenses for CPM omnis. A CPMobile site license key will provide the number of licenses equal to the number of CPM omnis you have.

About this task The CPMobile license key is site specific. All CPM or SPM omnis on a single site can use the same CPMobile license key. All CPM or SPM omnis on other sites will require their own license key. For information about obtaining a license key, see the OmniLicense 2.3 Administration Guide, 67-2066.

Procedure

1. In OmniCenter, select the Database menu.

2. In the Tables list, click Global Settings.

3. Under the Limits section, select Resource Type in the first list, select Equals in the second list, and select LICENSE in the third list.

4. Click Search.

© 2023 Omnicell, Inc.

5. In the table below, select CPMOBILE from the Resource Subtype column.

6. Click Modify.

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7. Enter the license key in the Resource Value box.

8. Click Save.

If the license key is invalid, a message appears to let you know.

Next steps After you provide this license key, you must enable the license at the individual CPM omni mains. See Assign a CPMobile License at the Client on page 32

Set Up a CPM Main Client

An all-in-one (AIO) workstation, known as the MAIN, must be established in OmniCenter as the main communication source between Central Pharmacy Manager and OmniCenter.

About this task The workstation must be set up and power cables connected.

Procedure

1. Power up the workstation by pressing the power switch on the lower right edge.

© 2023 Omnicell, Inc.

2. The system opens to the OmniShell. The Location dialog box is displayed. Press Exit or allow the dialog box to time out (2 minutes).

3. Press the Settings tab. Log in with omnitech/omnitech credentials.

4. Press the Network button. Select Yes to exit to desktop.

5. In the Network Connections window, locate the desired Local Area Connection. Right-click and select Properties.

6. In the Local Area Connection properties dialog box, select Internet Protocol Version 4

(TCP/ IPV4) and click the Properties button.

7. Enter values in the following fields. Type a period (dot) to advance to next field within a setting; press Tab to advance to the next setting.

● workstation IP address

● Subnet mask

● Default gateway

● Preferred DNS server

● Alternate DNS server

8. Click OK.

9. Click Close.

10. Restart OmniShell. Press Later to stop the CPM application from loading.

11. Press the Settings tab. Log in with omnitech user type credentials.

12. Press the Set Date-Time button.

© 2023 Omnicell, Inc.

13. Set or verify the date/time settings, including time zone. Press OK to accept changes, or Cancel if there are no changes.

14. At OmniShell, press the Application tab.

15. Press the Services Location button.

16. Type localhost. Press OK.

17. Press the Start App button. The CPM application will load.

If, for any reason, the services location is not set in the OmniShell (step 16), the following Omni Location dialog box will be displayed the first time the application starts.

Select This Machine and press Save.

18. Log on to CPM using omnitech/omnitech credentials.

19. Select Settings > Restore Data. Press Continue.

20. On the Restore Data screen, enter the OmniCenter prefix. If there is only one instance of OmniCenter in use at the site, leave the default CPC01.

21. Enter the MSMQ Server IP Address.

22. Confirm that the correct Omni ID is entered.

23. Confirm that the Local IP address is the workstation IP assigned by the site.

Important: This is the only screen from which to add IP information.

24. Press Continue.

25. CPM asks you to register with an OmniCenter user name and password.

© 2023 Omnicell, Inc.

26. Press Begin Test. A green check mark indicates communication tests between CPM and OmniCenter have passed.

27. Press Continue, then press Restore Data to start the restore process.

28. When Restore Data is complete, press OK to exit.

Note: If data restore fails, back out of the screen, then go back into the screen and make sure that "Communication Type" is set to "IP Address" then click Continue again.

29. Change the Send Configurations on Startup CPM configuration setting from No to Yes (Settings > System Configuration > OmniSend Configurations on Startup). System restart is not required after this change.

Set Up a CPM Workstation

Follow these steps to set up a Central Pharmacy Manager workstation. This workstation can have the same workflows as the CPM main client, but does not communicate directly with OmniCenter.

About this task Workstations come from manufacturing installed as mains. If you need to convert it to a workstation, you should use the OOBE manufacturing restore feature. See the Changing the Installed Image of a Workstation section for help. You can also set up a workstation that is specific to the receiving function. See Set Up a CPM Receiving Workstation on page 26.

The CPM main client should already be set up and connected to OmniCenter following instructions in Set Up a CPM Main Client on page 19.

Procedure

1. Power up the workstation by pressing the power switch on the lower right edge.

2. The system opens to the OmniShell. The Location dialog box is displayed. Press Exit or allow the dialog box to time out (2 minutes).

3. Press the Settings tab. Log in with omnitech user type credentials.

4. Press the Network button. Select Yes to exit to the desktop.

5. In the Network Connections window, locate the desired Local Area Connection. Right-click and select Properties.

© 2023 Omnicell, Inc.

6. In the Local Area Connection properties dialog box, select Internet Protocol Version 4 (TCP/ IPV4). Click the Properties button.

7. Enter values in the following fields. Type a period (dot) to advance to next field within a setting; press Tab to advance to the next setting.

● workstation IP address

● Subnet mask

● Default gateway

● Preferred DNS server

● Alternate DNS server

8. Click OK.

9. Click Close.

10. Restart OmniShell. Press Later to stop the CPM application from loading.

11. Press the Settings tab. Log in with omnitech/omnitech credentials.

12. Press the Set Date-Time button.

13. Set or verify the date/time settings, including time zone. Press OK to accept changes, or

Cancel if there are no changes.

14. At OmniShell, press the Application tab.

15. Press the Services Location button.

© 2023 Omnicell, Inc.

16. Enter the IP address of the CPM main Omni. Press OK.

© 2023 Omnicell, Inc.

17. Press the Start App button. The CPM application will load.

If, for any reason, the services location is not set in the OmniShell (step 16), the following Omni Location dialog box will be displayed the first time the application starts.

Select Name or IP and enter the IP of the CPM main Omni. Press Save.

Important: The CPM main Omni MUST be up and connected to the OmniCenter before a workstation can communicate with it.

Adding New and Replacement Workstations in CPM

Use this information to properly add a new or replacement workstation to CPM.

As you are setting up a workstation in CPM, the Workstation Identity dialog will display.

© 2023 Omnicell, Inc.

If you are replacing a workstation that is down and not communicating to the Main for its identity, and you want to keep its identity in the system, check the button beside Existing and select the workstation identity from the dropdown.

If you are adding a new workstation, select the button beside New and type in an acceptable workstation name for your facility.

Selecting Save will enable your changes.

Set Up a CPM Receiving Workstation

If there are two separate areas for receiving and stocking in a facility, the CPM workstation can be set up for only receiving functions.

Before you begin Before you begin, the CPM main client must be set up and connected to OmniCenter following instructions in Set Up a CPM Main Client on page 19.

About this task If there are two separate areas for receiving and stocking in a facility, the CPM workstation can be set up for only receiving functions.

● The receiving workstation communicates only with the main pharmacy workstation.

● The main receiving method must be set to Two-step Receiving.

© 2023 Omnicell, Inc.

● User permission Receiving is required to receive items at a receiving AIO workstation.

Also, user permission ReceiveStocking is required to stock items at the pharmacy workstation. User permissions are set at OmniCenter.

● The CPM at the pharmacy displays all menus or tabs except Receiving. The CPM receiving AIO workstation displays the Receiving and Settings menus.

Important: The CPM main Omni MUST be up and connected to the OmniCenter before a workstation can communicate with it.

Procedure

1. After following the steps to set up a new workstation, at the workstation logon screen, click the Central Pharmacy Manager title on the screen to view the system information.

2. Note the workstation number, which is an auto-generated, ten-character string starting with WKS. You will enter this string at the CPM main Omni.

3. At the CPM main Omni, go to Settings > System Configuration > Omni > Receiving

Workstations.

4. Enter the workstation number; it must be ten characters, starting with WKS. More than one workstation can be connected to a CPM main Omni by typing multiple workstation numbers, separated by commas, in the Receiving Workstations field.

5. At the CPM Omni, go to Settings > System Configuration > Inventory > Receiving Method. Select Two-step.

6. Press Save.

© 2023 Omnicell, Inc.

7. Confirm with your Omnicell interface analyst or field engineer that Omnicell interfaces are working properly. Once interfaces are working, the workstation can begin receiving vendor invoices. Manual invoices can also be created.

8. Log on to the CPM workstation. The Receiving and Settings menus are available.

Selections available on the Settings menu depend on your assigned permissions. If you have Printing permission, the Reprint menu is available.

● Invoices received from Vendors will be displayed on this screen as they are received. Users can also press Add Invoice to create manual invoices.

● The workstation shares a network printer with the CPM main Omni. Each time a user finishes receiving items and presses Send to Stock, a receive receipt prints at the network printer. At the workstation, a print archive is available. Users with Printing permission can reprint receive receipts as needed. For the purpose of reprinting, a local printer must be configured at the workstation as follows: enter the printer name in the configurations under Settings > System Configurations > Printing Settings > Form Printer Name.

9. To enable the reprinting of receive receipts from the print archive, set up a local printer by exiting to OmniShell and pressing the Set Default Printer button. Select a local printer, and save settings.

Important: The workstation shares a network printer with the CPM main Omni. Each time items are received and the user presses Send to Stock, a receive receipt prints at the shared printer. At the workstation, receive receipts are retained in the print archive. To reprint receive receipts from the print archive, a local printer must be configured at the workstation. Users with Printing permission can then reprint receive receipts as needed.

Adding New and Replacement Workstations in CPM

Use this information to properly add a new or replacement workstation to CPM.

As you are setting up a workstation in CPM, the Workstation Identity dialog will display.

© 2023 Omnicell, Inc.

If you are replacing a workstation that is down and not communicating to the Main for its identity, and you want to keep its identity in the system, check the button beside Existing and select the workstation identity from the dropdown.

If you are adding a new workstation, select the button beside New and type in an acceptable workstation name for your facility.

Selecting Save will enable your changes.

Set Up a Carousel Workstation

You can assign a carousel to a specific Central Pharmacy Manager workstation.

Before you begin Before you link a workstation to the carousel (also known as a device), the CPM main client should already be set up and connected to OmniCenter. Follow the instructions in Set Up a CPM Main Client on page 19.

About this task If possible, it is recommended that the main workstation is not associated with a carousel. The extra load of brokering transactions with OmniCenter, and handling carousel operations, could limit performance. It also makes troubleshooting and service access less stressful on pharmacy operations.

© 2023 Omnicell, Inc.

You can add a carousel by using the Device Configuration screen. You cannot delete a carousel location that has any items assigned to it.

Procedure For more information about the steps needed to complete this task, see Add a New Devicein Managing Carousel and Storage Devices.

Assign a CPM/SPM License at the Client

If you have both CPM and SPM license codes at your facility, you must assign the correct type of license for each pharmacy. You can only assign a pharmacy one license or the other at the same time.

About this task When a CPM client is active in OmniCenter, and the site has enough CPM licenses to enable it, the Central Pharmacy licensing checkbox auto-checks for the that client, and this task is not necessary.

To license a satellite pharmacy without a carousel, you must click the Satellite Pharmacy checkbox. The Satellite Pharmacy checkbox is not automatically enabled.

During daily Midnight Processing, the system compares the number enabled clients with the number of licenses owned by the facility. If they exceed the number of licenses owned, the number of clients in excess of the licensed number behave as though they are not licensed.

© 2023 Omnicell, Inc.

Procedure

1. Go to Database > OmniSuppliers > Communication to check the status of the client.

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2. Go to Database > OmniSuppliers > Lic. Features. If Central Pharmacy is enabled, and the checkbox is grayed out, no CPM licenses are available (all are in use).

If all CPM licenses are in use, no carousel is required, and a Satellite Pharmacy license exists, you can enable the Satellite Pharmacy checkbox.

Assign a CPMobile License at the Client

After you add CPMobile licenses in OmniCenter, you then must add the licenses for each Omni CPM main that you want to use the CPMobile application with.

Procedure

1. In OmniCenter, select the Database menu.

2. In the Tables list, click OmniSuppliers.

3. In the table below, select the appropriate OmniSupplier, and then click Modify.

4. Click Lic. Features.

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5. Select the CPMobile License check box.

6. Click Save.

7. Repeat this step for every Omni you want to use the CPMobile application with. If the

CPMobile License check box is grayed out, you do not have any remaining licenses available.

Install the CPMobile Application

This topic shows you how to install the CPMobile application from the Apple App store.

About this task The CPMobile application is available on the Apple App store. It also requires a license to connect your mobile device to an Omni. It supports the Apple iPod Touch, or iPhone 6, 6s, or 7 (regular sized, not plus) with an iOS of 10 or greater with an attached Linea Pro LP 2D scanner (Infinite Peripherals is the manufacturer of the scanner). Customers must purchase their own mobile device.

Procedure

1. Go to the Apple App store and download the CPMobile application.

© 2023 Omnicell, Inc.

2. Start the application.

3. On the SETTINGS screen, in the Server box, type the IP address of the Omnicenter server following by a the colon character (:), and then the port, which is always 40405.

So the format should be [IP Address]:40405

4. In the Database list, select the Omni you want to connect to.

5. In the Proxy Calls list, select On or Off. Proxy mode ON means all communications to the CPM is through OmniCenter. There is no direct connection between the iPhone and CPM. Proxy mode OFF means the communication is directly from the iPhone to CPM, and the iPhone does not communicate directly with OmniCenter. Check with your IT department for the preferred communication method.

Results You can now use the CPMobile application with Central Pharmacy Manager.

© 2023 Omnicell, Inc.

Remove McAfee and Install Alternate Anti-virus Software

The Central Pharmacy Manager (CPM) workstation ships with McAfee anti-virus software installed. Omnicell strongly recommends that Central Pharmacy customers use McAfee.

About this task An alternate anti-virus program can be used, if required by the customer, as long as the customer adheres to the anti-virus exclusion list presented in this section. It is the customer’s responsibility to keep non-McAfee anti-virus programs updated, and to ensure that system restarts—which occur after each anti-virus software update—are scheduled for off-hours.

Important: These steps should be performed by Omnicell Operations personnel only. Only remove McAfee after you have upgraded or downgraded your system to the desired version of CPM.

Procedure

1. Uninstall McAfee software as follows.

a) Exit the CPM application by selecting Settings > Exit.

b) In Omnishell, select Settings. Log in with administrative credentials.

c) Press the Command Prompt button.

d) At the command prompt, type wmic and press Enter.

e) At the wmic command prompt, run the following command to uninstall McAfee

Virus Enterprise: product where name="McAfee VirusScan Enterprise" call uninstall

f) Type Y and press Enter.

g) Similarly, uninstall the McAfee Agent using the following command: product where name=“McAfee Agent” call uninstall

h) Type Y and press Enter.

i) Type exit and press Enter to exit the wmic command.

2. Copy the installer for the alternate anti-virus software to CPM using one of two methods:

a) Use FTP to copy the installer to a folder on the CPM, or

b) Copy the installer to a thumb drive. Then, copy it to a local folder on CPM using the Command Prompt button in Omnishell.

© 2023 Omnicell, Inc.

3. Install alternate anti-virus software as follows.

a) Exit CPM.

b) At the Omnishell, select Settings. Log in with administrative credentials.

c) Press the Command Prompt button.

d) At the command prompt, change the directory to the folder where the installer is located.

e) Run the application's setup.exe file and follow the wizard to complete the installation.

f) Exit to the desktop and restart the workstation. (A pop-up will notify you to restart, but the workstation does not restart on its own.)

4. Manually add the following files and folders (including sub-folders) to the anti-virus exclusions list. Assign read and write permission to each file and folder.

● pagefile.sys

● <INSTALLROOT > \Lock\

● <INSTALLROOT > \Logs\

● <PROGRAMFILES > \Microsoft SQL Server\MSSQL10_50.SQLEXPRESS\MSSQL

\Backup\

● <PROGRAMFILES > \Microsoft SQL Server\MSSQL10_50.SQLEXPRESS\MSSQL\DATA

● <PROGRAMFILES > \Microsoft SQL Server\MSSQL10_50.SQLEXPRESS\MSSQL\Log\

● <INSTALLROOT > \OmnicellUpdates\

● C:\Windows\System32\MSMQ\Storage\

● <PROGRAMFILES > \RhinoSoft.com\Serv-U (many anti-virus programs flag Serv-U as malware. Be sure to exclude it.)

Important: If step 4 can be done from a central server, do so. If not, you can launch the console on CPM using the following steps to set up the exclusion list.

5. Launch the anti-virus software console as follows.

a) Exit CPM.

b) In Omnishell, select Settings.

c) Press the Command Prompt button.

d) Change the directory to the folder where the anti-virus software is installed.

e) Run the anti-virus console executable.

6. After steps 1 through 5 are complete, verify the following:

● CPM is communicating with OC.

● Upgrade and log packaging are working from CT Upgrade and File Manager.

● Client Remote Support is able open a VNC session to this CPM.

© 2023 Omnicell, Inc.

CPXR2 Service Installation

Use this information to install the CPXR2 Service on the XR2 Hardware Pin Central Pharmacy Manager.

Before you begin

1. The installation is automatically extracted when the CPM MAIN is upgraded to a 25.0 or higher release.

2. The Installer's location on CPM MAIN: C:\Omnicell\OmnicellUpdates

\UpgradePackages.

Important: The installer will not be available on CPM machines newly deployed with version 25.5 but is available for download from the FTP site.

3. Select the folder for the currently installed version.

4. Use the CPXR2ServiceSetup.exe.

5. The Installer should be copied to the XR2 Hardware PC. This can be done various ways, easy options including:

● USB Drive (NOTE – always remove USB Drives from XR2 HW PC when finis

● vSuite File Transfer

6. Obtain the CPM MAIN IP Address from the CPM MAIN.

© 2023 Omnicell, Inc.

7. Obtain the XR2's CPM Service ID from CPM.

● Settings -> Device Configuration.

● Select the XR2 Device being configured.

Procedure Initial Installation

1. Create the following folder Structure on the XR2 HW PC (if it does not already exist) C:

\Omnicell\OmnicellUpdates\CPXR2

2. Obtain the installer and place it in C:\Omnicell\OmnicellUpdates \CPXR2\<VersionNumber>\ Example: C:\Omnicell\OmnicellUpdates \CPXR2\25.5.9.289\CPXR2ServiceSetup.exe

3. Right-click the installer and Select Run As Administrator.

4. Click Next.

5. When prompted, enter the following:

● Server Ip – CPM MAIN IP Address

● Service Id – Service ID matching the configured XR2 in CPM Device Configuration.

6. Click Next.

7. Click Install.

8. When the installation completes, click Finish.

CPXR2 Service Installation Upgrade

Use this information to upgrade your CPXR2 Service

Procedure

1. Obtain the installer and replace the existing installer in C:\Omnicell \OmnicellUpdates\CPXR2.

2. Right-click the installer and Select Run As Administrator.

3. Click Next

4. When prompted, verify the following – update if required.

● Server Ip – CPM MAIN IP Address

● Service Id – Service ID matching the configured XR2 in CPM Device Configuration

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5. Click Next.

6. Click Install.

7. When the installation completes, click Finish.

CPXR2 Verifying Communication with CPM

Use this information to verify that communication is taking place between CPM and XR2.

Verify CPXR2 Service is communicating with CPM by checking the CPXR2 Service logs after installation.

Log Location: C:\Omnicell\Logs\CPXR2

Main Service Log: *.CPXR2.Service.log

When the Service Starts you will see the following Log:

● 2021.01.14 09:12:26.89 I 0 XR 0848:0004 NOT_SET SystemUser System : Service Starting...

When the Service is Connected to CPM you will see the following:

● 2021.01.14 09:12:27.79 I 0 XR 0848:0004 NOT_SET SystemUser System : Starting RabbitMQ / Mass Transit Subscriptions...

If the most recent logs are continually reporting messages like the following, and you do not see the above log messages, verify the MAIN IP address and the Service ID.

● 2021.01.14 09:12:27.40 I 0 XR 0848:0004 NOT_SET SystemUser CPXR2Task : ServiceConfigurationTask.Execute(): CPM Connection Inactive, skipping execution.

Connecting a Printer You can connect both label and form printers for use with Central Pharmacy Manager.

Tag Packager Printer and Label Setup

Use this information to setup and configure a Zebra ZD621 (300 dpi ZPL)printer for tag packaging in CPM.

Procedure This is a step-by-step guide for setting up the printer directly through DHCP, then converting to Static IP if desired.

1. Plug the printer into an active network drop via an ethernet cable.

2. Ensure the printer power is On.

3. Press and hold PAUSE and CANCEL keys for two seconds to calibrate the printer to your media.

© 2023 Omnicell, Inc.

4. If a Static address is not displayed when the Configuration prints, a DHCP IP Address needs to be assigned to continue.

5. Once the far left and far right symbols on top of the printer are solid green, press the Line Feed and Cancel buttons simultaneously for at least 2 seconds.

A printer configuration spec sheet will print out. The IP address assigned to the printer will be near the top of the spec sheet.

6. If no IP has been assigned, turn the printer's power off then back on and reprint the spec sheet as described above.

Once an IP address has been assigned, and if DHCP for the printer is sufficient, the printer can then be installed on your computer. Please skip to step 1

7. If you need to assign a Static IP to the printer, make sure you have the following; IP address the printer will use, Subnet Mask, and Default Gateway.

8. Assign a static IP through the Zebra Printer Web Configuration page, or open a browser, or File Explorer and key-in the current IP of the printer.

9. On the Zebra Printer Web Configuration page, click on the Print Server Settings link.

10. Click on the Print Server link.

11. Enter admin as the username and 1234 as the password for any sign-in box that appears.

12. Click on the TCP/IP Configuration link.

13. Set the IP Address, Subnet Mask and Default Gateway with the information you have been provided.

14. Select 'Permanent' as the IP Protocol.

15. Click Submit Changes.

16. Click the link that says The unit must be reset for new values to take effect.

17. Click Yes to reset the device and apply the new settings.

18. Now the printer can be installed on your computer.

19. With CPM running on the Cybernet, Exit to OmniShell > Settings and open Task

Manager from the shell

20. Run a new task and browse to C:\Drivers\ZEBRA Printer\ and select the model

(ZD621) or "ZDesigner" as the driver, if needed.

21. Run the PrnInst.exe.

22. Click Next.

23. Click Install Printer.

24. Select the printer model on the right hand side (ZDesigner ZD 621-300dpi ZPL).

25. In the Printer Name field, give the printer a shorter name for easier configuration in

CPM.

26. Click Add Port.

27. Click Next.

28. Give the Port a name in the Name field of the Port Name section on the Advanced

TCP/IP Port Configuration box

29. Type in the IP address in the Printer Name or IP Address field of the TCP/IP Data section on the Advanced TCP/IP Port Configuration box and click Ok.

© 2023 Omnicell, Inc.

30. Confirm the correct port is selected on the Printer Options page and click Next.

31. Click Finish.

32. In Omnishell, go to Set Printer Defaults under the Admin panel.

33. Right click the newly installed printer and click Properties and then the Preferences button on the General tab.

34. .On the Page Setup tab, set the Width to 3.9 inches and the Height to 0.75 inches.The Media type should be "Labels with black marks".

35. On the Print Options tab, set the Speed to 4 and the Darkness to 30. (These are the settings found to print good quality labels with the tag label stock we are using. Users can experiment with these settings to their own preferences.)

36. Set the Top Offset to 0.07 (this is a setting that could be adjusted up or down to help fit the label directly into the white space of the label).

© 2023 Omnicell, Inc.

37. In CPM, enter the name that was just given to the printer in the Printer Name field when configuring a Tag Packager on the Device Configuration screen.

Add and Configure a SATO Label Printer

Follow these steps to set up the SATO printer with CSM or CPM.

Add and Configure a SATO Label Printer Install the SATO Hardware

Follow the steps here to prepare to set up the…