CAREWare 6 SQL Server Import
Modified on Wed, 13 Mar 2024 12:16 by Kevin Ricciardo — Categorized as: Uncategorized
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CAREWare includes options to import data in several formats including importing from a SQL Server Database. When using the SQL Server Import option, CAREWare creates a database called cw_pdi in the CAREWare database instance. The cw_pdi database uses the same
pdi specifications
as the
Template.mdb
file located in the RW CAREWare Business Tier folder. Once the SQL Server Import is enabled, the cw_pdi database is created and ready for importing or exporting data using SQL.
Follow these steps to enable SQL Server Imports:
Log into
Central Administration
.
Click
Administrative Options
.
Click
Data Import and Export Features
.
Click
Provider Data Import
.
Click
SQL Server Import
.
Check
Enable PDI SQL Server Import
.
Click
Save
.
Note: SQL Server Imports are scheduled tasks. To begin importing data from the cw_pdi database, the import process needs to be scheduled.
Enter the
Scheduled Time (HH:mm)
.
Set the frequency by selecting the
Scheduled Day
.
Additional options include using custom field templates. To import custom field records, those custom fields need to be saved as a template in CAREWare and those custom field columns need to be added to the cw_pdi database to match the template.
Each of these templates listed under Custom Field Template (optional) are saved under Custom Field Templates.
To add a Custom Field Template to the list follow the steps
here
.
The SQL Server Imports feature includes an option to email users error messages that occur during the import.
To alert users about import errors, check
Email on Error
.
To download these instructions click
here
.
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CAREWare 6 and CAREWare 5 Program Administrator FAQ