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From Flashcardlet > data courier-Leila's slides > Flashcards

data courier-Leila's slides Flashcards

1
Q

CID in REL starts with what numbers?

A

320

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2
Q

CID in TST starts with what numbers?

A

220

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3
Q

CID in PROD starts with what numbers?

A

120

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4
Q

How do you locate a record’s CID?

A

Record Viewer, item 11

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5
Q

Local ID definition

A

.1 item in master file

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6
Q

Category number definition

A

the number value of the category entry

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7
Q

CID definition

A

a unique record ID or category ID that is shared across all environments that
communicate through the Data Courier

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8
Q

What kind of data is sent by data courier?

A

Static data

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9
Q

Static data definition

A

data entered during the system build (e.g., providers, procedures, medications)

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10
Q

What document identifies records that can be moved via data courier?

A

TMC Data Migration document

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11
Q

Data Courier Challenges

A
  1. Epic is in the process of enabling all static master files.
  2. CIDS for records and categories MUST be in sync across environments.
  3. DC cannot guarantee preservation of record ID (.1) or category numbers.
  4. Cannot undo the effect of a transmission!
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12
Q

How do you pull in an individual record?

A

enter master file INI in Master File field, then the record ID (.1) in the Record field

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13
Q

How do you pull in a range of records?

A

Type ‘r.xxx:xxx’ where ‘x’ is the first and last record ID (.1)

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14
Q

How do you pull in a subset of records?

A

Type ‘s.xxx’ where ‘x’ is the subset name

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15
Q

How do you pull in hidden or soft-deleted records?

A

Type ‘hidden.xxx’ where ‘x’ is the record ID

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16
Q

How do you pull in records using the CID?

A

Type ‘CID.xxx’ where ‘x’ is the CID

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17
Q

Name the steps to create a flat file in REL that can be used in TEST

A
  1. Click Save to File button.
  2. save to /epic/updates/dc/xxx where xxx is the heat ticket number.
  3. in TEST, access the data courier activity.
  4. Click “Load From” button
  5. Choose Load from File
  6. Enter file name
  7. Records/comments auto populate
  8. Preview records and calculate dependencies, then send.
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18
Q

Name the steps to load from a previously sent package

A
  1. Click Load From button
  2. Select Load From Package
  3. Filter for Incoming and “My Packages”
  4. Select package and click Add to Package.
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19
Q

Location of Data Courier File Maker

A

SharePoint OneChart document repository: DC File Maker

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20
Q

High level steps to using data courier

A
  1. Enter records in the data courier activity
  2. Valdiate records to be moved
  3. Calculate dependencies
  4. Review/evaluate dependencies
  5. Select destination
  6. Complete the comment field
  7. Send package
  8. verify that package was succesfully sent.
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21
Q

What is the Preview Current report used for?

A

Compare your record in the source environment to what is in the target environment.

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22
Q

Preview Current: “all items” filter

A

Shows all items in each record. Use this if your changes are not showing on the initial preview

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23
Q

Preview Current: “items with differences” filter

A

Limits the display to just items that are different across environments.

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24
Q

Evaluate Records

A

Useful in evaluating the entire package (all queued records and dependencies). Uses proactive query to compare all selected records/dependencies between environments.

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25
Q

Evaluate records: what does orange highlight mean?

A

Indicates records with differences.

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26
Q

If a record is highlighted orange when evaluating records, what do you do?

A

Click on it to preview in the bottom pane. If it should be added, check the box and click Add Selected Records button.

27
Q

Networked item

A

Item that stores the record ID of a record in another master file.

28
Q

Example of a networked item

A

A physician’s provider (SER) record includes a link to the record in the Department (DEP) master file for the department where he/she practices. As a result, the department record needs to exist before you can create the provider record.

29
Q

Define “dependency”

A

When one record links to another, the second record is a dependency of the first.

30
Q

RED in data courier dependency window (will not be sent)

A

These records do not exist in the target environment and will not be sent.

31
Q

PURPLE in data courier dependency window (will not be sent)

A

These records already exist in the destination environment and are not sent.

32
Q

What to do with purple records

A

Preview records to make sure they are up to date in the destination environment. If a record has been changed in the source environment and needs to be sent, right click and choose “add to selected records.”

33
Q

What to do with red records

A

Before the selected records can be sent, these records must be built in the target environment, then mapped to the original records in the source environment (sync CIDs).

34
Q

Red records in dependencies window: troubleshooting tip

A

check if Advanced Options are in use and turn off if appropriate.

35
Q

Black records in the “will be sent” window

A

These records do not exist in the destination environment and will be sent with the selected records.

36
Q

What to do with black records in “will be sent” window

A

Preview records to confirm the appropriate items are being sent.

37
Q

GREEN records in data courier dependency window (will not be sent)

A

Records already exist in the target environment, but are blocked from updates. Changes must be made manually in the target environment.

38
Q

BLUE records in the dependency window (will not be sent)

A

Standard (existing Epic-released) records in all environments and cannot be edited.

39
Q

Does DC send all category values?

A

YES!

40
Q

What do I do with dependencies that will not be sent?

A
  1. Create record in the target environment. Contact appropriate builder to make sure record exists.
  2. Sync CIDs.
  3. Click Calculate Dependencies to refresh dependencies list. Records should have moved to the existing non-enabled records list.
41
Q

What is data courier?

A

Hyperspace utility used to copy static records or custom category list entries from one environment to another. Data courier can send the same data to multiple environments.

42
Q

What are some of the purposes of data courier?

A
  1. Allow initial data build in non-production settings.
  2. Eliminate the need to manually recreate static objects in multiple environments (copy-downs)
  3. Control what data is copied from one environment to another.
  4. Maintain data integrity when moving data.
43
Q

How do you sync CIDs?

A

Epic>tools>CID mapping util. Prod is “the source of truth”

44
Q

What should be included in the comment field at a minimum?

A

heat ticket # and brief description (INI, application, etc.)

45
Q

How do you verify that a package was SENT successfully?

A

In the SOURCE environment, click Packages Sent activity. Locate the package in the list, confirm status is “complete - no errors”

46
Q

How do you verify that a package was RECEIVED successfully?

A

In the TARGET environment, click Packages Received activity. Locate the package in the list, confirm status is “complete - no errors”

47
Q

After sending a package via data courier, where can you see a detailed report about the package?

A

In Packages Sent activity, click Packet Report or double click on the line for the package.

48
Q

What does “Ack Missing” package error mean?

A

That a record is open in the target environment while the package is being sent.

49
Q

How do you resolve “ack missing” package error?

A

Close the record in the target environment.

50
Q

Who controls data courier system configuration settings?

A

Data Courier administrators

51
Q

In which master files are data courier system configuration settings found?

A

EGC and ECI master files

52
Q

What prevents records from being modified in target environments?

A

Item protection

53
Q

In what environment should all new records be created?

A

REL

54
Q

How does item protection work?

A

Item protection locks the item in the master file and forces the changes to be made in the source environment (REL).

55
Q

What allows certain items to be unlocked for modifications in the target environment?

A

Item Protection Exclusion.

56
Q

True or false: not all categories are item protected

A

FALSE. All categories are item protected, and therefore must be changed in the source environment.

57
Q

True or false: items that are NOT data courier-enabled are not locked.

A

TRUE

58
Q

Prohibiting Record Creation has what effect?

A

Prevents records from being created in target environments. Forces records to be created in the source environment (REL)

59
Q

Where can you look to see if a master file has item protection exclusion?

A

Column J in the TMC Data Migration document

60
Q

Where can you check to see if records have Record Creation prohibited?

A

Column K in the TMC Data migration document.

61
Q

Name two ways to pull in multiple records while using data courier

A
  1. Load from File

2. Load from Package

62
Q

How can you create a flat file in REL to reuse in TEST?

A
  1. Pull in the records in the data courier activity and include the comment.
  2. Click Save to File
  3. Save to epic/updates/DC/xxx where xxx is the heat ticket number.
  4. in TEST/data courier activity, click Load from File
  5. Enter the filepath/name.
  6. The records and Comment will pull into the appropriate fields. Preview, calculate dependencies, and send.
63
Q

Where do you look to find any known issues with data courier?

A

Sherlock data courier known issues log

From Flashcardlet (1 decks)

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