The CRMS*1.0*0 patch delivers the necessary components for the support of
N/A
Entities Associated:
Entity Name New/Modified/Deleted
----------- --------------------
CRMS ACTIVITY LOG New
CRMS ACTIVITY LIST New
CRMS CMOP LOG New
CRMS CMOP M New
the SalesForce Customer Relations Management (CRM) project, Outpatient
CRMS COPAY LOG New
CRMS COPAY LIST New
CRMS ECME LOG New
CRMS ECME M New
CRMS eRX LOG New
CRMS eRX M New
CRMS GET TEMPORARY ADDRESS New
CRMS LABEL LOG New
CRMS LABELS LIST New
CRMS LOT EXP New
Pharmacy requirements, on the VistA level. It has been designed to
CRMS LOT EXP M New
CRMS PARTIALS LOG New
CRMS PARTIALS LIST New
CRMS REFILL LOG New
CRMS REFILL LIST New
CRMS TEMP ADDRESS UPDATE New
Additional Information:
-----------------------
provide REST services for the Java scripted calls used by the SalesForce
Blood Bank Team Coordination:
-----------------------------
N/A
New Service Requests (NSRs):
----------------------------
N/A
User Interface.
Patient Safety Issues (PSIs):
-----------------------------
N/A
Defect Tracking System Ticket(s) & Overview:
--------------------------------------------
N/A
Test Sites:
-----------
Miami VAMC, FL
West Palm Beach VAMC, FL
Software and Documentation Retrieval Instructions:
--------------------------------------------------
The patch releases the necessary Remote Procedure Calls (RPCs) and
The software for this patch is being released in a PackMan message.
Documentation describing the new functionality is included in this
release. Documentation can be found on the VA Software Documentation
Library at: https://www.domain.ext/vdl/. Documentation can also be
obtained at https://download.vista.domain.ext/index.html/SOFTWARE.
Documentation Title File
ENTITY (#1.5) file entries for retrieval of VistA data from a VistA
Name
---------------------------------------------------------------------
Patch Installation:
-------------------
Pre/Post Installation Overview:
instance. The patch supports the operations of the Virtual Care Centers,
-------------------------------
Pre-Installation Instructions:
------------------------------
This patch may be installed with users on the system although it is
recommended that it be installed during non-peak hours to minimize
potential disruption to users. This patch should take less than 5
minutes to install.
Outpatient Pharmacy, as well as individual patient-related requests.
Installation Instructions:
1. Choose the PackMan message containing this build. Then select
the INSTALL/CHECK MESSAGE PackMan option to load the build.
2. From the Kernel Installation and Distribution System Menu,
Subject: VCC SALESFORCE CRM SUPPORT
select the Installation Menu. From this menu,
A. Select the Verify Checksums in Transport Global
option to confirm the integrity of the routines that
are in the transport global. When prompted for the
INSTALL NAME enter the patch or build name.
CRMS*1.0*0
NOTE: Using <spacebar><enter> will not bring up a
Multi-Package build even if it was loaded
In addition, there is a post-install routine that will add the CRMS WEB
immediately before this step. It will only
bring up the last patch in the build.
B. Select the Backup a Transport Global option to create
a backup message. You must use this option for each
patch contained in the Host File. For each patch you
can specify what to backup; the entire Build or just
Routines. The backup message can be used to restore
just the routines or everything that will restore your
system to pre-patch condition.
CHART menu context to the connector proxy user.
C. You may also elect to use the following options:
i. Print Transport Global - This option will allow
you to view the components of the KIDS build.
ii. Compare Transport Global to Current System - This
option will allow you to view all changes that will
be made when this patch is installed. It compares
all of the components of this patch, such as
routines, DDs, templates, etc.
D. Select the Install Package(s) option and choose the
patch to install.
i. If prompted 'Want KIDS to Rebuild Menu Trees Upon
Completion of Install? NO//', answer NO.
ii. When prompted 'Want KIDS to INHIBIT LOGONs during the
install? NO//', answer NO.
****NOTE**** There are post-install instructions for setting up the
iii. When prompted 'Want to DISABLE Scheduled Options, Menu
Options, and Protocols? NO//', answer NO.
Post-Installation Instructions:
-------------------------------
NOTE: The below instructions, for adding the PROXY USER, were included
in the previous PSO patch POS*7.0*642. If the procedures to add the
PROXY user were completed after the installation of PSO*7.0*642,
you may skip these post-installation steps below.
connector proxy user. These MUST be completed for these patch components
******************************* MANDATORY *******************************
The designated site representative must contact the deployment team
through the VHAEKH PSO-7-6-42 mail distribution list in Outlook to get the
access/verify code for the CONNECTOR PROXY for your site. This will be
sent encrypted via Outlook.
*************************************************************************
HOW TO SET UP CONNECTOR PROXY USER THROUGH FOUNDATIONS:
to function. These instructions were also included in patch PSO*7.0*642.
=======================================================
Using Vista Option FOUNDATIONS MANAGEMENT [XOBU SITE SETUP MENU]:
<<< VistALink Parameters >>>
VistALink Version: 1.6 Heartbeat Rate: 180 Latency Delta: 180
<<< VistALink Listener Status Log >>>
ID Box-Volume Port Status Status Date/Time
Configuration
If completed during installation of patch PSO*7.0*642, the
Enter ?? for more actions
SP Site Parameters SL Start Listener
CFG Manage Configurations STP Stop Listener
CP Enter/Edit Connector Proxy User SB Start Box
RE Refresh CU Clean Up Log
Post-installation instructions in this patch may be ignored.
CM Connection Manager
Select Action:Quit// CP Enter/Edit Connector Proxy User
Enter NPF CONNECTOR PROXY name : PSO,CONNECTOR PROXY
Are you adding PSO,CONNECTOR PROXY as a new NEW PERSON (the
198970TH)? No// Y (Yes)
Checking SOUNDEX for matches.
. <different potential matches for each site>
Type <Enter> to continue or '^' to exit:
Do you still want to add this entry: NO//Y
Want to edit ACCESS CODE (Y/N): Y
Enter a new ACCESS CODE <Hidden>: *********** <Use ACCESS CODE provided
to your site>
Please re-type the new code to show that I have it right: ***********
OK, Access code has been changed!
The VERIFY CODE has been deleted as a security measure.
You will need to enter a new VERIFY code so the user can sign-on.
Patch Components:
Want to edit VERIFY CODE (Y/N): Y
Enter a new VERIFY CODE: ************ <Use VERIFY CODE provided to your
site>
Please re-type the new code to show that I have it right: ************
-----------------
Back-Out/Roll Back Plan:
------------------------
Due to the complexity of this patch, it is not recommended for back-out,
and a restore from a backup of the Transport Global should not be
attempted. In the event that this patch needs to be backed out, the patch
installer should enter a ServiceNow Ticket. The development team will need
to issue a follow-up patch in order to comprehensively back-out this
patch.
Routine Information:
====================
The second line of each of these routines now looks like:
;;1.0;CRMS - VAHC CRM;**0**;SEP 2022;Build 1
Files & Fields Associated:
File Name (Number) Field Name (Number) New/Modified/Deleted
------------------ ------------------- --------------------
N/A
Category: ROUTINE
Forms Associated:
Form Name File Number New/Modified/Deleted
--------- ----------- --------------------
N/A
Mail Groups Associated:
Mail Group Name New/Modified/Deleted
--------------- --------------------
OTHER
N/A
Options Associated:
Option Name Type New/Modified/Deleted
----------- ---- --------------------
CRMS WEB CHART Broker New
Protocols Associated:
Protocol Name New/Modified/Deleted
------------- --------------------
N/A
Security Keys Associated:
Security Key Name
Description:
-----------------
N/A
Templates Associated:
Template Name Type File Name (Number) New/Modified/Deleted
------------- ---- ------------------ --------------------
N/A
===========
Remote Procedures Associated:
Remote Procedure Name New/Modified/Deleted
--------------------- --------------------
CRMS ACTIVITY LOG New
CRMS CMOP LOG New
CRMS COPAY LOG New
CRMS ECME LOG New
CRMS ERX LOG New
CRMS GET TEMPORARY ADDRESS New
CRMS LABEL LOG New
CRMS LOT EXPIRATION New
CRMS PARTIALS LOG New
CRMS REFILL LOG New
CRMS TEMP ADDRESS UPDATE New
Parameter Definitions Associated:
Parameter Name New/Modified/Deleted
-------------- --------------------
