Work With the EDM

Using the EDM, you can view the records created by processing the sample data files. You can also create new records, compare records, merge records, and so on. For detailed instructions on working with the EDM, see Working With the EDM for Sun Master Patient Index.

To Log in to the EDM

1. Open a web browser.

2. In the Address field, type the following:

   http://localhost:port/Personedm

   where port is the HTTP port number. By default, the port number is 8080. If you changed the port number, you can find it in \appserver\domains\domain1\config\domain.xml. User the port number for http-listener-1.

3. Enter the user name and password you defined under Define EDM Security.

To View the New Records

If you processed the sample files as described under Run the Sample Files, you can view the new records from the EDM.

1. On the Search page, select Advanced Person Lookup (Alphanumeric) in the Search Type field.

2. Click Search.

   The Search Results page appears with a list of all records in the database.

3. To view detailed information about a record, click the EUID of the record you want to view.

4. To compare two records side-by-side, select the check box next to the records you want to compare and then click Compare Records.

5. To view any potential duplicates that were created:

   1. Click the Matching Review tab.

   2. Enter today’s date in the Create Date From field.

   3. Click Search for Potential Duplicate.

      The results list appears.

6. To view assumed matches, repeat the above steps but click Search for Assumed Match to run the search.

7. To add a new record, click Create System Record.