USING GENIE REMOTELY
This document outlines the available options for using Genie in offsite logging mode (Genie single user) or
remotely in real-time via a remote desktop (terminal services) connection. The remote desktop server environment is only
available on the Microsoft Windows operating system; Apple remote desktop and other remote control programs are not
supported or intended for use in the manner described in this document.
OPTION 1 – OFFSITE LOGGING
The Genie application can be run on a remote machine, such as a laptop, without an Internet connection. Changes made while
offsite logging will be incorporated back into the main database upon connection to the Genie Server.
Note: There are some limitations relating to the information that can be logged and changes that can be made using offsite
logging. Invoices cannot be raised or images & attachments added while in offsite logging mode. Refer to the LIMITATIONS
of offsite logging in the Genie Manual. If you require full update access to your database, refer to Option 2 or 3 below.
IN ROOMS
AWAY FROM ROOMS
Genie Server
Genie Single User
(Offsite Logging Mode)
Genie Client connected to Genie Server
(Offsite logs imported on reconnection)
Last updated March 2014
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OPTION 2 – REMOTE DESKTOP (SINGLE USER ACCESS)
Remote Desktop enables you to connect to your computer across the Internet from virtually any computer. Once connected,
Remote Desktop gives you mouse and keyboard control over your computer while showing you everything that's happening on
the screen. Remote Desktop allows you to leave your computer at the office and use Genie in real-time from another location.
To use Remote Desktop, the following requirements must be met:

The host computer:
o Must be running Windows (Windows Vista SP2, Windows 7 Professional (32/64 Bit), Windows 8).
o Must be a separate machine to the Genie server.
o Must have Genie client installed.
o Must be connected to the internet through a VPN connection.
o Must be part of a corporate network in which remote desktop connections are permitted.

The remote computer:
o Can be running Windows or Mac.
o Must have remote desktop connection client software installed.
o Must be connected to the internet through a VPN connection.
o Does not require Genie client to be installed.
Note: The host computer will allow one person to connect remotely. The computer will be locked while the remote
connection is active.
IN ROOMS
AWAY FROM ROOMS
Genie Server
INTERNET
Windows Workstation
Last updated March 2014
Connection via
Remote Desktop
Mac or Windows remote computer
with Remote Desktop client
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OPTION 3 – REMOTE DESKTOP (MULTIPLE USER ACCESS)
Computers running Windows Server Edition have the option of providing multiple concurrent Remote Desktop Connections
when run in a Terminal Server role. Remote access will occur in the same manner as Option 2 above.
To use terminal services, the following requirements must be met:
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
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The terminal server computer must have Genie client installed.
The terminal server computer and the Genie server computer must be separate machines.
Genie client must not be installed on the Genie server computer.
Installation and configuration of a Terminal Server and Remote Desktop Access should only be performed by a suitably
qualified IT Support Representative. Please liaise with your nominated IT Support Representative for all enquiries relating to
remote access to your network.
Suggested reference: http://technet.microsoft.com/en-us/library/dd640164
AWAY FROM ROOMS
IN ROOMS
INTERNET
Connection via
Remote Desktop
Terminal Server running Genie Client
Locally connected Genie Clients
Last updated March 2014
Mac or Windows remote computers
with Remote Desktop client
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OPTION 4 – REMOTE DESKTOP (REMOTE HOSTING AND ‘CLOUD’ HOSTING)
Remote hosting is growing in popularity as there is no server hardware to purchase and all of your IT support is outsourced,
providing you with access to your Genie database from any location with a fast and reliable internet connection. Please
consider the following, which should be asked of your hosting or cloud provider:
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Where are the remote servers located?
How do I access my data and run my practice if I lose my internet connection?
How quickly can a backup be restored in a disaster recovery situation?
What are the upfront costs, ongoing costs (including server rental) and IT support?
Do you provide a Service Level Agreement, with a guarantee of availability to my hosted applications?
Is my data hosted on a separate computer that is not shared with other customers?
Can I print and scan and use all Genie functionality in the remote environment?
Will I be able to download pathology and radiology results from any diagnostic provider?
Can I send and receive electronic correspondence using a third-party messaging provider, e.g. Healthlink, Medical
Objects or Argus?
Will I be able to utilise SMS reminders for appointments and be able to access Genie software updates via the
remotely hosted service?
Note: Genie Solutions cannot recommend or endorse any particular hosting company or cloud provider. The installation and
configuration of Genie on any hosted server will be the responsibility of the hosting provider. Speed and performance of
Genie in a remotely hosted environment can vary, and is outside of the control of Genie Solutions.
ACCESS GENIE AT ANY LOCATION WITH
INTERNET ACCESS
REMOTE HOSTING COMPANY OR
‘CLOUD’ PROVIDER
INTERNET
TERMINAL SERVER
Last updated March 2014
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OPTION 5 – GENIEWEB
GenieWeb is a lightweight utility for use on mobile devices, which is designed to work over low-speed internet connections.
GenieWeb can be used for:
•
•
•
•
Viewing and editing existing Appointments
Viewing, editing and adding clinical information
Viewing, editing and adding Tasks
Viewing, editing and adding Address Book records
To be able to use GenieWeb you will need:
•
•
•
•
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Genie Version 8.6.3 or later.
GenieWeb licences from Genie Solutions.
A static IP address allocated by your Internet Service Provider.*
Ports 8080 and 443 open on the firewall and appropriate forwarding to the web server.*
An SSL certificate to encrypt data between the web server and web browser.*
Please contact your IT provider for assistance with all items marked with an asterisk (*) above.
GenieWeb is not intended as a replacement for Genie Client and cannot be used for any invoicing, receipting or banking.
GenieWeb does not support remote printing. Please see the complete Features List in the Genie manual for further
information.
AWAY FROM ROOMS
IN ROOMS
INTERNET
Last updated March 2014
USING ANY MOBILE
DEVICE (iPAD, iPHONE or
ANDROID)
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