Setting up integration between iTero Element and exocad

Automatic iTero-exocad scan transfer to design station via MyiTero.com

How to set up the iTero-exocad Connector™?

On first start, the ChairsideDB/DentalDB software opens a pop-up window inviting you to set up the MyiTero integration. Choose the correct option for your iTero account:

Click Connect to iTero as a clinical user if you have a clinical MyiTero account. If you have a lab account, click Connect to MyiTero as lab user. See here for details on the difference between clinical and lab account usage. Both options will redirect you to a login screen, where you can enter your MyiTero credentials:

Click "Log in" when done. That's it! Your exocad installation is now connected to MyiTero, and new cases will automatically show up in your case list.

Cases that were never opened before are marked as "Unread", so that you can easily discern between new cases received and your old cases. An icon will show up in the Windows tray if the iTero connector is started. A green dot on the icon indicates that the connection is active and working.

If the tray icons are not visible, refer to How to activate exocad tray icons in Windows.

What if the pop-up window doesn't show up at the start of DentalDB?

If you have skipped/disabled MyiTero connection, then DentalDB will start without showing the MyiTero connection screen. You can simply re-enable the iTero exocad Connector™ by clicking on "Settings" in DentalDB, and then setting MyiTero import to "Enabled".

On the next start of the software, you will see the MyiTero login screen pictured above, where you can enter your credentials and log in.

Understanding the difference between lab and clinical account

Whether you should use the "clinical" or "lab" user option depends on your type of iTero account (doctor or lab). The lab/clinical option also affects which cases are sent to the design station:

• Which cases will be transferred to ChairsideCAD/DentalCAD as a Clinical user?

All cases that have "exocad Chairside" in “Send to:” will be auto imported. Therefore, make sure to have the Send to: always set to "exocad Chairside" for cases you'd like to auto-import on the machine running exocad ChairsideCAD or DentalCAD 3.2 Elefsina (EB9036 and above), as pictured below:

• Which cases will be transferred to DentalCAD as Lab user?

All cases that have been assigned to your lab, that as a lab you can download on myiTero.com for Labs, can be auto imported on the machine running exocad DentalCAD (or ChairsideCAD) 3.2 Elefsina (EB9036 and above).

Switching from lab account to clinical account, or vice versa

If you have configured MyiTero connection for a lab account, but wish to use it with a clinical account, or vice versa, you can switch accounts with the following steps:

• Open the iTero Connector window using the tray icon (as pictured on the right below). If iTero-exocad connector is running, but you don't see the icon, you may have to unfold additional tray icons by clicking on the Chevron (pictured on the left below)

• Open the settings dialog, by clicking on the gear icon on the top right:

• Chose the desired workflow mode that matches your iTero account (lab or clinical):

Disabling the MyiTero window on start of DentalDB

If you do not wish to connect your exocad installation to MyiTero, you can simply click "Skip & don't ask me again" in the dialog:

The dialog will not show up again.

Disabling a previously enabled MyiTero integration

If you have already enabled MyiTero integration, and wish to disable it, open the Settings window and set MyiTero integration to "Disabled":

You can re-enable MyiTero integration at any time, as described above.

Understanding & troubleshooting material mappings

On the iTero element, a multitude of materials is available. However, the list of materials on the iTero element may differ from the list of materials available on your CAD/CAM system. A mapping between the materials available on iTero element and the materials available for your production system can be configured by your exocad reseller. For example, "Gold" will typically not be milled directly in a dental lab or practice, but many machines can mill wax, which is then suitable for casting gold. So, a useful configuration option would be to map "gold" to "wax" for CAD/CAM purposes.

• If no material mapping is defined at all for a particular material defined on the iTero, the DentalDB/ChairsideDB software will notify the user about this fact, and will fall back to a default material (typically Zirconia).
• Original material selection (that was done on the iTero) will be added to the Notes field.
• Your exocad reseller controls the material mapping through his exocad configurations. If your configuration has incorrect or missing material mappings, please report these and have them fixed.
  
• If you run into a message with iTero:Project import paused, check this information for a detailed explanation about how to proceed.

Notes on LAN-based scan transfer

LAN-based scan transfer (vial network share) is no longer available. Use the MyiTero-based approach described above instead.

Additional Copyright notice

This page contains screenshots from software copyrighted by Align Technology. Please note that the standard licensing conditions of the exocad Wiki do not apply to these screen shots.