PopMedNet^TM Distributed Query Tool Release Notes

Based on Release 3.2.0 - April 2013

Introduction

This update applies to all networks powered by the PopMedNetTM Software. Unless otherwise specified, PopMedNetTM software updates are applied to all active networks and staging environments. This update includes enhancements and bug fixes to the software. This release includes updates to both the PopMedNetTM Portal and the DataMart Client. A new DataMart Client update is required. 

New Features

*Users with multiple usernames on version 2.x will have only one username on 3.x that encapsulates all required roles.

System Requirements

The Portal is designed to work with Internet Explorer (IE) 8 or later. Earlier versions of IE may not display the user interface properly. Although IE8 is the only officially supported browser, other browsers such as Firefox and Chrome will also work.  Firefox and Chrome have been used extensively during testing.

The DataMart Client application allows the DataMart Administrator to view queries distributed to the DataMart, execute queries locally, review the results, and upload the results to the Portal. The DataMart Client is a .NET/C# Windows desktop application developed by LPP that is installed locally on an Administrator’s desktop.  Note the DataMart Client requires Microsoft .NET 4 to be installed on the user’s desktop – see the next section for install information.  All communications between the DataMart Client application and the Portal use HTTP/SSL/TLS connections to securely transfer queries and results between the application and the Portal.  The application uses ODBC connections to the local DataMart databases used to process queries and generate results. 

Download Microsoft .NET 4

Microsoft .Net 4 is required to run the DataMart Client. The free download for Microsoft .NET4 is available at the following link: http://www.microsoft.com/en-us/download/details.aspx?id=17851

Not sure if you have Microsoft .NET 4? If you do not, you will receive an error message when you try to open the DataMart Client.

Register Your Account

Register for an account in order to receive login credentials to the query tool portal.

1. Navigate to the login page
2. Click on “Register for a New Account”
3. Enter contact information
   1. Enter your name, title, email, phone number, and fax in the boxes provided.
   2. By clicking on the hyperlink in the “Organization” box, you will be able to select your organization from the list within a pop-up box. This box must be filled in.
4. Create credentials
   1. Enter username with the format [first initial][last name] in the box provided 
   2. Create and confirm desired password
   3. The password must be at least 9 characters and contain combination of characters, digits, and special characters.
5. Click the “Sign Up” button to submit your registration
   1. After signing up, you will receive an email confirming that your registration was submitted.
      • This email is confirmation that your registration was submitted; it does not indicate that your request has been processed or that your account has been created.
   2. Once your request has been processed, you will receive another email indicating that your registration has been approved.
      • Once you receive this email, you will be able to use your credentials to access the portal from the login page.
        
        

Software Update

Download the DataMart Client from the Network Portal.

1. Login to the web Portal using your DataMart Administrator login credentials that you created when registering.
2. Navigate to the DataMart list page (Network>DataMarts). 
3. Click on your DataMart entry in the list to display the DataMart profile.
4. At the bottom of the DataMart profile, click the link for “Download DataMart Client 32-bit” or “Download DataMart Client 64-bit version”.
   1. /wiki/spaces/HELPKB/pages/4918953801185 to determine which version of the DataMart Client you should download.
5. When prompted, click 'Run'
6. Click 'Next' to begin the setup
7. Select the instillation folder then click 'Next'
8. Click 'Next' to confirm the instillation
   
   

Configuring Your DataMart Client

For more information on configuring your DataMart Client see the DataMart Client Administrators manual /wiki/spaces/DPM/pages/491582. 

Run Metadata Queries

1. Log into the Query Tool Portal
2. Go to the Requests tab. Click “New” to create a new request.
3. In the Choose Request Type window, select “Summary: Prevalence Queries”. 
4. Click “Prev Metadata: Refresh Dates” to open the request form. 
5. Check your datamart and click “Submit” to send the query to your Datamart Client.
6. Open your desktop DataMart Client. Double-click the query when it appears in the query list to open the detailed view.
7. Click “Run” to process the query. It may take several minutes to run.  After the query has run, click “Upload Results” to send the results to the portal.
8. Repeat steps 3-7 twice more, choosing “Summary: Incidence Queries” and “Summary: Most Frequently Used Queries” in step 3. These steps should be completed whenever your site refreshes its summary tables.

To see a summary of the data available about the network, go to the Resources tab and click on “Query Types by DataMart”.

Resources

Once logged in to your Network Portal, the Resource Tab offers helpful contact information, documentation, and related links, as shown below. If you have trouble accessing the Web Portal or your user account, click on the Contact Us link in the right-hand corner of the screen and describe your issue to request help from the PopMedNet support staff.

Create Your Access Database

1. Transfer Your Tab Delimited Files to Access
   1. All Tab Delimited files can be imported into one Access database per site. Each file must be imported one-by-one. This includes the new Age Groups Table. Open the ‘Age_Groups’ Access Database and save it in the proper folder. 
      1. If you have a naming convention, please apply that to this database name. You will need your DataMart Client to point to the document later on. 
   2. Going through the Importing Wizard: Go to the External Data tab and in the Import section, select ‘Text File.’ Select one of the Summary Table Tab Delimited files.
   3. Check ‘First row contains field names’.
   4.  No primary key.
   5.  All columns should be listed as ‘TEXT’ fields (except for data columns, such as Members/Events/Days Covered/DaysSupply/Dispensings/Age_Group_ID). Some versions of Office will try to force fields to be numeric because it looks like a number, but the query tool software is expecting a character.
2. Repeat the steps above (1a to 1e) until all tables are imported to your Access Database.  The figure below displays the tables you will be importing into Access.
   
   

Update Your ODBC Connection

If your site created a new database, use these steps to update your ODBC connection. Note: if the new file has the same name and is in the same location, skip to step 8.

1. Go to Settings > Control Panel > Administrative Tools > Data Sources (ODBC)
2. Click on the System DSN tab and click the Add button.
3. In the Create New Data Source window, choose Microsoft Access Driver (e.g., .mdb), or Microsoft Access Driver (*.mdb, *.accdb) if your tables have an .accdb extension, and click Finis
4. Enter the Data Source Name and locate the database
   1. Under Data Source Name, type the name of your data source, for example: Mini_Sentinel_SummaryTables[date]. 
5. On the Access Setup screen, click the “Select” button to locate your database. Make sure to select your database from the folder that you saved it to.  Click OK and then click OK again to save. 

Software Uninstall

For information on uninstalling the DataMart Client see the DataMart Administrators Manual /wiki/spaces/DPM/pages/491677. 

Enable TLS For Your Browser

For information on TLS see our /wiki/spaces/HELP/pages/491937.  support documentation.