United States Patient Solution Using MDM

United States Patient Solution Uses

If you are new to Master Data Management, you may want to see a video on how to set up a master index application.

Go to: https://open-dm-mi.dev.java.net/media/start/MIQuickStart.html. The video illustrates the steps to create a master index application and start the Master Index Data Manager (MIDM), and features the following:

Create the master index application
Configure code lists
Create the database
Define the database connection
Define security
Build and deploy the project
Launch Master Index Data Management

The purpose of the video is to give you an overall view of the steps involved to create a master index application. However, and this is important, if you decide to use the United States Patient Solution as your model, you do not need to create it from scratch. Download the United States Patient Solution project from the web, and then open the project in the NetBeans IDE. As the project has already been created and the object structure is in place, all you have to do is tweak it so that it serves your company's requirements.

Links are provided for detailed instructions for completing all of the major steps.

Overview of How to Use the Solution With Links to Detailed Information

Before You Begin

Ensure that the Sun Master Index is installed before beginning this procedure.

Download the United States Patient Solution project.
1. Go to: https://mural.dev.java.net/Downloads.html.
2. After the Mural downloads page opens, scroll to the Solutions section and click Download United States Patient Model.
  
  This includes the MDM-Solutions-USAPatient.zip file, which is the NetBeans IDE Master Index project you are going to use.
3. Unzip MDM-Solutions-USAPatient.zip.

Open all the United States Patient Solution projects.
1. In the NetBeans IDE, select File->Open Project.
2. Highlight USAPatient, select Open Required Projects in the right pane, and click Open Project.
This opens the following under the Projects tab:
- USAPatient
- USAPatient-ejb
- USAPatient-war

Create the database for your solution.

All the necessary SQL has been provided for an Oracle database.

For instructions on creating a database using the Oracle scripts that are provided for you, go to Creating a Database for the United States Patient Solution.

The Oracle scripts that come with the solution create a user identified as usa. They are located in the Solutions\NB\MI\project\USAPatient\sca\source\DatabaseScript directory. For detailed instructions on how to create a database, go to http://developers.sun.com/docs/javacaps/designing/jcapsdevsmidxm.jcapsdevsmidxm_intro.html.

Creating the database is a multistep process and not in the scope of this topic. The steps include:
1. Analyze the Master Index database requirements.
2. Create a Master Index database and user.
  
  Note –
  You create the database using tools provided by your database vendor, such as Oracle.
3. Define the Master Index database indexes.
4. Define the Master Index external systems.
5. Define and customize the Master Index code lists for Oracle.
6. Define the Master Index user code lists.
7. Create custom Master Index database scripts.
8. Specify a starting EUID for a Master Index.
  
  Note –
  An EUID is an enterprise-wide unique identification number that is assigned to a profile.

If the GlassFish server is not running, start the server.
1. In the NetBeans IDE, select the Services tab.
2. Expand the Servers node, right-click GlassFish V2 and select Start.
  
  Note –
  You can also start the server using the shortcut located in the base directory where you installed Java CAPS 6.

Right-click the USAPatient project and select Generate Master Index Files.

Note –
This project has already been created. For detailed instructions on how to create a project, go to http://developers.sun.com/docs/javacaps/designing/jcapsdevsmidxm.dsgn_eview-application_p.html. When you create fields in the object structure of the master index application you can specify several properties for each field. What you specify determines how the fields appear and function in the wizard. For details about the Master Index general field properties that you define in the wizard, go to http://developers.sun.com/docs/javacaps/designing/jcapsdevsmidxm.dsgn_eview-field-props_r.html.

Build and deploy the USAPatient project.
1. Right-click the USAPatient project and select Build.
2. Right-click the USAPatient project and select Undeploy and Deploy.
3. In the Warning — Select Server dialog box, select GlassFish V2.

Open the GlassFish Admin Console.
1. In the NetBeans IDE, select the Services tab.
2. Right-click GlassFish V2, and select View Admin Console.
  
  The Sun GlassFish Enterprise Server Admin Console opens.

Use the Sun GlassFish Enterprise Server Admin Console to define the following:
1. Connection Pool
  1. In the left pane choose Resources->JDBC->Connection Pools.
  2. In the Connection Pools window, click New.
  3. In New JDBC Connection Pool (Step 1 or 2), set the name as USAPatient.
    
    Note –
    All three of the Resource Type options are valid, and one must be selected. Also, you must name the Database Vendor, such as Oracle.
2. JDBC Resources
  1. In the left pane choose Resources->JDBC Resources.
  2. In the JDBC Resources window, click New.
  3. In New JDBC Resource, set the JDBC Name as jdbc/ USAPatientDataSource and click OK.
3. User ID, Group List, and Password
  1. In the left pane choose Configuration->Security->Realms->file.
  2. In the Edit Realm window, click Manage Users.
  3. In the File Users window, click New.
  4. In the New File Realm User, set the following.
    
    User ID
    
    usa
    
    Group List
    
    MasterIndex.Admin,Administrator
    
    Password
    
    usa

Open the Master Index Data Manager.

The Master Index Data Manager (MIDM) is a web-based interface that allows you to access, monitor, and maintain the data stored by the master index applications you create using the Sun Master Index. Use the MIDM to search for, add, update, deactivate, merge, unmerge, and compare object profiles. You can also view and correct potential duplicate profiles, view transaction histories, view an audit log, and print reports.

The MIDM is your primary tool to view and maintain the data stored in the master index database and cross-referenced by a master index application.
1. To open the MIDM, go to http://localhost:<http-port-number>/USAPatientMIDM.
  
  Note –
  The default port number is 8080. For http-port-number you need to use the port number defined during your Java CAPS installation. The angle brackets (< >) are not part of the port number.
  
  If you changed the default port but cannot remember the new port number, do one of the following.
  - Edit the port number of the HTTP server.
    - From the NetBeans IDE, bring up the HTTP monitor.
    - Select the Client and Server tab, and edit the port number which is listed as Port number of HTTP server.
  - Edit the domain.xml file.
    
    Note –
    This file is found in the <JavaCAPS6-install>\appserver\domains\domain1\config directory.
    
    Find a line similar to the following example. The line you are looking for has the following values:
```
- http-listener acceptor-threads="1"

- default-virtual-server="server"

- security-enabled="false"
```
    This is usually the first http-listener entry in the domain.xml file. In the following example, the port is 9090 instead of the default, which is 8080.
```
<http-listener acceptor-threads="1" address="0.0.0.0" blocking-enabled="false"

default-virtual-server="server" enabled="true" family="inet" id="http-listener-1"

port="9090" security-enabled="false" server-name="" xpowered-by="true">
```
2. Log into the MIDM using usa for the User ID and Password.
For information about logging in and logging out of the MIDM, go to http://developers.sun.com/docs/javacaps/administering/wedmevs.admn_mi-edm-logon_t.html.

Use the MIDM to add new records.

This provides the initial steps for creating a new record, and then offers suggestions for you to try as you familiarize yourself with the United States Patient Solution and using Master Index Data Manager to tweak the solution to meet your particular requirements.

For detailed instructions on how to perform the following tasks working with the MIDM, go to http://developers.sun.com/docs/javacaps/administering/wedmevs.wedmev_intro.html.

To see a table that describes the properties you define on the MIDM Field Properties page of the wizard, go to http://developers.sun.com/docs/javacaps/designing/jcapsdevsmidxm.dsgn_eview-edm-props_r.html.
1. In the MIDM GUI, click Source Record.
2. To a create a new record, click Add.
3. In the Pick Out System drop down list, choose Sun.
4. Enter a Local ID.
  
  For example, 444–444–4444.
5. In the USAPatient information section, at a minimum, specify the required values.
6. To add the record, click Submit.
The following are examples of what you might try to increase your knowledge of the Master Index Data Manager GUI.
- Add the same person twice, but give the two records different dates of birth. Be sure to select MYSQL as the system for the second record.
- Add different people.
- Add the same person but give them a different social security number (SSN). Be sure to select MYSQL as the system for the second record. Additionally, the digits in the SSN should differ.
- Check for duplicates.
  - For information about finding, merging, and resolving duplicate profiles on the MIDM, go to http://developers.sun.com/docs/javacaps/administering/wedmevs.admn_mi-edm-pd_p.html.
  - For information about duplicate records search fields, go to http://developers.sun.com/docs/javacaps/administering/wedmevs.admn_mi-edm-pd_search_r.html.
- Look at the various tabs and try different queries or actions once you have some duplicates.

Update the USAPatient model.

Note –
For detailed information on how to update, which includes building and deploying, go to http://developers.sun.com/docs/javacaps/deploying/jcapsdplymidx.jcapsdplymidx_intro.html. These instructions relate to Sun Master Index (Repository) only.
1. Make the desired changes to the Master Index configuration files.
2. Right-click the USAPatient project and select Generate Master Index Files.
3. Update the database definitions by running the following SQL commands as the usa user.
  
  Tip –
  Be sure to run the drop.sql script first. Then run the create.sql script.
  - drop.sql
  - create.sql
  - codelist.sql
  - systems.sql
  - createIndexes.sql
  - createUserCodeData.sql
4. Build and deploy the USAPatient project.
  1. Right-click the USAPatient project and select Clean and Build.
  2. Right-click the USAPatient project and select Undeploy and Deploy.

United States Patient Solution Uses

Overview of How to Use the Solution With Links to Detailed Information

Before You Begin

See Also