Provider Data Export
Modified on Fri, 28 Dec 2018 15:04 by Kevin Ricciardo — Categorized as: Feature Explorer
The Provider Data Export is used to export data from selected tables for a specified date span. Data exported from a single provider domain can be edited and re-imported. Data exported for multiple provider domains can be used for reporting purposes and cannot be re-imported. A Provider Data Export file can include provider setup information and metadata.
To access the Provider Data Export:
Click
Administrative Options
.
Click
Export Menu
.
Click
Provider Data Export
.
Click
New Export
.
The Provider Data Export can export MDB and XML files, and it can export data using the SQLPDE feature. The MDB and XML file types save to a specific file folder location. The SQLPDE exports data to the CW_PDI database.
In addition to the options included in the instructions for
Configure
, custom fields can be exported using
Manual Field Selection
.
Check a custom field listed to include that custom field in the export file.
Once a Provider Data Export is completed, a file is saved in the specified folder, or in the case of a SQLPDE, the CW_PDI tables are updated with those exported records.
The MDB export file uses the PDI Template. Click
here
to review the PDI Template Specifications.
The XML export file uses the following XML format:
Schema records.
Table Name = element name
Table columns are elements under sequence
After tables are defined, client data records are listed starting with a client's primary key.
The table and column records are in the same format as the PDI Template, which can be reviewed using the PDI Specifications guide
here
.
The SQLPDE exports CAREWare data to the CW_PDI database, which can be reviewed using SQL Server Management Studio.
Using CAREWare build 945 or older, the creation of the CW_PDI database requires initiating an import from SQL. Users will be able to initiate an export to SQL using the Export Menu in build 946 or newer.
Log in to
Central Administration
.
Click
Administrative Options
.
Click
Provider Data Import
.
Click
Import from SQL Server
.
Select a time and date.
Click
Daily
or
Weekly, every
.
Click
Close
.
Place a PDI import file in the
PDIFiles
folder located at
C:\Program Files (x86)\CAREWare\RW CAREWare Business Tier\PDIFiles
by default.
Wait until the scheduled time for the import to occur.
The
CW_PDI
database should be created and the setting should be set to '1' for
SQLServerPDICreated
in the common storage settings table in the CW_Data database for the CAREWare database instance.
Once the CW_PDI database is created, the option for SQLPDE is available in the drop down list for the export menu.
Connect to the CAREWare database instance using SQL Server Management Studio.
Expand
Databases
.
Expand
CW_PDI
.
The Provider Data Export can be set up to export data automatically.
Click
Setup Automatic Export
.
Click
Schedule New Export
.
Click
Edit
.
Click
Save
.
Scheduled Provider Data Export files are saved in a file folder location saved in
Common Storage Settings
. The
Common Storage Settings
can be accessed using CW Admin in the RW CAREWare Business Tier folder or using SQL Server Management Studio.
CW_Admin:
Go to C:\Program Files (x86)\CAREWare\RW CAREWare Business Tier.
Right
Click CW Admin.exe
.
Click
Run as Administrator
.
Click
Stop Server
.
Click
Common Storage Settings
.
Click
cmm_st_pk
to sort the row in order
Scroll to
PDI_ExportDirectory
.
The
cmm_st_text
is the file folder path where the export file will appear.
SQL Server Management Studio:
Connect to the CAREWare database instance.
Expand
Databases
.
Expand
CW_Data
.
Expand
Tables
.
Right click
cw_common_storage
.
Click
Select Top 1000 Rows
.
Scroll down to
PDI_ExportDirectory
under
cmm_st_pk
.
The
cmm_st_text
is the file folder path where the export file will appear.
Click
here
to download these instructions.
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