CRMS Salesforce (243)    PACKAGE (9.4)

Name Value
NAME CRMS Salesforce
PREFIX CRMS
SHORT DESCRIPTION RPC's and API's supporting Salesforce Rest Requests
VERSION
  • 1.0
    PATCH APPLICATION HISTORY:
    • 0
      DATE APPLIED:   2024-09-30 17:59:32
      APPLIED BY:   USER,EIGHTYNINE
      DESCRIPTION:   
       
      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
      --------------              --------------------
      
    • 1 SEQ #1
      DATE APPLIED:   2024-09-30 18:01:26
      APPLIED BY:   USER,EIGHTYNINE