$TXT Created by WANG,DAN at VAB-RAD.FO-OAKLAND.MED.VA.GOV (KIDS) on TUESDAY, 05/04/04 at 09:31 ============================================================================= Run Date: JUN 02, 2004 Designation: XU*8*309 Package : XU - KERNEL Priority: Mandatory Version : 8 SEQ #282 Status: Released Compliance Date: JUL 03, 2004 ============================================================================= Subject: Person Service Pre-migration Cleanup Category: - Routine - Data Dictionary Description: ============ HSDD Common Services//PS: Person Service has been tasked with standing up a central Person repository. Each Person will be enumerated with a unique identifier called a VPID (VA Person ID). The first Person data to be enumerated - prior to migrating the data to the central repository - will be entries in the NEW PERSON (#200) File (NPF). Before enumeration takes place, each Person must be uniquely identified. The NPF data elements this patch will address, prior to enumeration, are the DOB (#5) and SEX (#4). These data elements must be validated prior to any attempt to use them as identifying traits. As a first step we will compare the values in the NPF against the same values in the PAID EMPLOYEE (#450) file. This patch will provide four options that provide some of this information. It is recommended that before running the option XUPS UPDATE NEW PERSON FILE DATA [XUPS UPDATE NEW PERSON FILE ] to clean up the NEW PERSON file, turn the audit on for the SEX (#4) and DOB (#5) field of the NEW PERSON file (#200). The audit may be turned off after the clean up is finished. The audit can be turned on or off via option Turn Data Audit On/Off [DIAUDI TURN ON/OFF], under the Audit Menu [DIAUDIT]. FUNCTIONAL DESCRIPTION ====================== The options provided by this patch can be found under NPF cleanup main menu [XUPS NPF CLEANUP MAIN MENU] in the Kernel Management Menu [XUKERNEL]. The functional changes that will be introduced with this patch include: 1. Detailed NEW PERSON file clean up assessment report, under option XUPS ASSESSMENT DETAIL [XUPS ASSESSMENT DETAIL]. 2. NEW PERSON file clean up statistic report, under option XUPS ASSESSMENT STATS [XUPS ASSESSMENT STATS]. 3. NEW PERSON file clean up pre-update reports, under option XUPS PREUPDATE NPF REPORTS [XUPS PREUPDATE NPF REPORTS]. The reports will be emailed (MailMan) to the user who runs the reports. One report lists the NEW PERSON file entries with different LastName, Sex, or DOB from their linked PAID EMPLOYEE entries. The other report lists all NEW PERSON file entries that will be updated. 4. NEW PERSON file clean up with data from the PAID EMPLOYEE file, under option XUPS UPDATE NEW PERSON FILE DATA [XUPS UPDATE NEW PERSON FILE DATA]. 5. A new field, VPID (#9000), will be added to the NEW PERSON file. The field will be used to store the VA Person ID after the NEW PERSON entries are enumerated. The assessment reports are based on the NEW PERSON file. They provide statistics of the NEW PERSON file. The pre-update reports are based on linked NEW PERSON and PAID EMPLOYEE entries (the entries are linked if they have the same SSN). One report lists linked entries that have different LastName & FirstName, SEX, and/or DOB. The other report lists the NEW PERSON entries that will be updated, i.e. the entries that have the same LastName & FirstName with their linked PAID EMPLOYEE entries, but with SEX or DOB missing from the NEW PERSON file. The pre-update reports will be sent to the user who runs the option, as two MailMan messages. The option XUPS UPDATE NEW PERSON FILE [XUPS UPDATE NEW PERSON FILE] will run the pre-update reports first and update the NEW PERSON file with values from the PAID EMPLOYEE file. If a NEW PERSON entry has the same LastName & FirstName with its linked PAID EMPLOYEE entry, but its SEX and/or DOB is missing, the NEW PERSON entry will be updated with SEX and/or DOB from the PAID EMPLOYEE file. After the update is complete, an email notification will be sent to the user who run the update as well as a mail group, XUPS IDENTITY MANAGEMENT, on Forum. TECHNICAL DESCRIPTION ===================== The following is a summary of the components included in this patch. Options ======= XUPS NPF CLEANUP MAIN MENU XUPS ASSESSMENT DETAIL XUPS ASSESSMENT STATS XUPS PREUPDATE NPF REPORTS XUPS UPDATE NEW PERSON FILE Data Dictionary Change ====================== A new field, VPID (#9000), will be added to the NEW PERSON file. Routine Summary =============== The following routines are included in this patch. The second line of each of these routines now looks like: ;;8.0;KERNEL;**[patch list]**;Jul 10, 1995 Checksums ========= Sites should use CHECK^XTSUMBLD to verify checksums. Rtn Nm Chksum Before Chksum After Patch List _______ _____________ ___________ ________ XUPS New 80516 **309** XUPS309P New 166973 **309** XUPSCLR New 9596341 **309** XUPSNAME New 2887621 **309** XUPSNM1 New 4205133 **309** XUPSPAID New 11140807 **309** XUPSPD1 New 1058778 **309** XUPSUTQ New 2961998 **309** Test Sites ========== Montana HCS NORTHERN CALIFORNIA HCS MILWAUKEE VAMC TOMAH VAMC Battle Creek Blood Bank clearance ==================== April 12, 2004 Installation Instructions ========================= 1. Users ARE allowed to be on the system during the installation. 2. The patch may be installed at any time during the day. 3. The Installation will take less than 1 minute. 4. Use the "INSTALL/CHECK MESSAGE" option on the PackMan menu. This loads the patch into a Transport Global onto your system. 5. You DO NOT need to stop TaskMan or the background filers. 6. On the KIDS menu, select the "Installation" menu and use the following options to install the Transport Global: Verify Checksums in Transport Global Print Transport Global Compare Transport Global to Current System Backup a Transport Global Install Package(s) INSTALL NAME: XU*8.0*309 ========== The install will ask if you wish to rebuild menu trees. It is recommended that you answer NO to this prompt. The trees will be rebuilt the next time the system does this task. Want KIDS to INHIBIT LOGONs during the install? YES// NO == Want to DISABLE Scheduled Options, Menu, Options, and Protocols? YES// NO == The post-install routine, XUPS309P, will be automatically deleted after the installation. The after checksum for this routine will not be available. POST INSTALLATION INSTRUCTION ============================== STEP 1 ------ It is recommended that before running the option XUPS UPDATE NEW PERSON FILE DATA to clean up the NEW PERSON file, turn the audit on for the SEX (#4) and DOB (#5) field of the NEW PERSON file (#200). Depending on the amount of the update, the size of the AUDIT file will increase accordingly. The audit may be turned off after the clean up is finished. The audit can be turned on or off via option Turn Data Audit On/Off [DIAUDIT TURN ON/OFF], under the Audit Menu [DIAUDIT]. When turning the audit on, at the "AUDIT" prompt, please choose "YES,ALWAYS", otherwise will not record the update in the AUDIT file: Select Audit Menu Option: TURN Data Audit On/Off AUDIT FROM WHAT FILE: NEW PERSON// Select FIELD: SEX y AUDIT: y// y YES, ALWAYS Select FIELD: DOB y AUDIT: y// y YES, ALWAYS STEP 2 ------ Run the two assessment reports and the pre-update reports. These reports, as well as the update option, are in NPF cleanup main menu [XUPS NPF CLEANUP MAIN MENU] of the Kernel Management menu [XUKERNEL]. Select Operations Management Option: KERNEL Management Menu Select Kernel Management Menu Option: ? Enter/Edit Kernel Site Parameters IMF address edit Institution Edit Kernel New Features Help NPF cleanup main menu ... Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text. Select Kernel Management Menu Option: NPF cleanup main menu Select NPF cleanup main menu Option: ? STA XUPS ASSESSMENT STATS DET XUPS ASSESSMENT DETAIL PRE XUPS PREUPDATE NPF REPORTS UPD XUPS UPDATE NEW PERSON FILE DATA STEP 2a (optional) ------- Review the assessment and the pre-update reports and correct NAME, SSN, DOB, and/or SEX fields in the NEW PERSON file with data from the PAID EMPLOYEE file, or by other validation methods (ie, contact employee), for records that require updating or show discrepancies. Please note: Depending on the number of SEX, DOB, SSN field missing data in the NEW PERSON file, the XUPS ASSESSMENT DETAIL report could be EXTREMELY lengthy. The report is for information only, and running the report is optional. STEP 3 ------ After reviewing the assessment and pre-update reports, run the XUPS UPDATE NEW PERSON FILE DATA option to update the NPF with PAID EMPLOYEE data (DOB and Sex fields only). STEP 4 ------ If you decided to turn on the data audit from STEP 1, the audit can now be turned off. When it is decided that the audit data for the update is no longer needed, the audit data can be purged using option Purge Data Audits [DIAUDIT PURGE DATA], which is located under DIAUDIT [Audit Menu]. For example: Select Audit Menu Option: PURGE DATA Audits AUDIT FROM WHAT FILE: NEW PERSON// DO YOU WANT TO PURGE ALL DATA AUDIT RECORDS? NO// PURGE AUDIT RECORDS BY: INTERNAL ENTRY NUMBER// 4.1 MENU OPTION USED START WITH MENU OPTION USED: FIRST// XUPS UPDATE NEW PERSON FILE GO TO MENU OPTION USED: LAST// XUPS UPDATE NEW PERSON FILE STEP 5 ------ You're done! Routine Information: ==================== Routine Name: - XUPSCLR Routine Checksum: Routine Name: - XUPSUTQ Routine Checksum: Routine Name: - XUPSPAID Routine Checksum: Routine Name: - XUPS Routine Checksum: Routine Name: - XUPS309P Routine Checksum: Routine Name: - XUPSPD1 Routine Checksum: Routine Name: - XUPSNAME Routine Checksum: Routine Name: - XUPSNM1 Routine Checksum: ============================================================================= User Information: Entered By : ROY,JERRY Date Entered : JUN 17, 2003 Completed By: ALDERMAN,MATT S Date Completed: MAY 28, 2004 Released By : TILLIS,LEWIS Date Released : JUN 02, 2004 ============================================================================= Packman Mail Message: ===================== $END TXT