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TM User Manual 091109

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1. Required Field User Information First Name Dave Last Name Smith Status Active v Last Login Date 01 16 2009 11 23 AM Last Password Change Date 10 31 2008 8 48 AM Username dsmith Password e Phone Number Email Address benjamin hagadorn systemsmadesimp System Roles FP T Administrator F TM Operator Mailboxes Requester PRAMS Figure 26 Maintain Users Detail Screen The majority of the fields on this window are self explanatory Ones that need additional explanation are Status This is the current status of the user Possible values are Active Indicates that this user is allowed to access the STEVE application Inactive Indicates that this user is not allowed to access the STEVE application September 2009 State and Territorial Exchange of Vital Events STEVE 41 TM User ManualError Unknown document property name Locked Indicates that the user attempted and failed three successive logins to the STEVE application The user may not log in until the administrator restores the status to Active System Roles These are the roles and privileges assigned to the user Possible values are TM Administrator Indicates that this user has administrator privileges and can access change any data in the STEVE TM TM Operator Indicates that this user has privileges to access the large majority of the functionality in the STEVE TM application The functionality not provided to a TM Operato
2. When you select the SAVE button an email will be Email Address ee i sent inviting this user to complete their user profile NOTE Once a user has completed their profile they may not be deleted from the STEVE database System Roles E TM Administrator E TM Operator Mailboxes No Mailboxes Selected The majority of the fields on this window are self explanatory The only exception is System Roles these are the roles and privileges assigned to the user Possible values are TM Administrator Indicates that this user has administrator privileges and can access change any data in the STEVE TM TM Operator Indicates that this user has privileges to access the large majority of the functionality in the STEVE TM application The functionality not provided to a TM Operator includes e Alert Configuration e Filter Management e Inbox Management e User Management e System Configuration September 2009 State and Territorial Exchange of Vital Events STEVE 39 TM User ManualError Unknown document property name Selecting the Save button performs two actions First the user is saved to the STEVE database Second an email message is sent to the user asking them to complete their user STEVE user registration Until they have completed this step they are considered a New user and cannot access the STEVE website The email message that gets sent looks similar to this You have been invited to become a
3. STEVE Ss Os State and Territorial Exchange of Vital Events STEVE TM User Guide Version 1 2 September 2009 This page intentionally left blank Revision History Date Version Description Author 09 01 2009 1 2 Added Operational Information J Reeher 01 16 2009 1 1 Updates added to reflect changes to TM B Hagadorn functionality 10 29 2008 1 0 User Manual Created B Hagadorn September 2009 State and Territorial Exchange of Vital Events STEVE TM Error Unknown document property name 11 This page intentionally left blank State and Territorial Exchange of Vital Events STEVE TM Error Unknown document property name September 2009 Table of Contents INTRODUCTION unicornio aj 8 Detinitions Acrony ms and AbDreviationS errainak aeeoa laa ladera 8 OVER 8 Inmt nded ANUCICN CS taria olaa iii isl 8 GETTING STARTED ini 10 Lossi e e e A E SEO O q A T reer ee ie 10 ENE HOME PAGE ao lcd 11 Common Links and Navic OM lia 11 Home Page Network Status Ardila A a 12 A A Pp rere A EA ener me Teter erty ee 13 A EE PS UE TO EE 14 Manually Sending Files to All Trading Partners oooooonnnnncnonnnnnnnonononononononnnnnnnnnnnnnnnnnnnnnnnonarnninoninss 15 Manually Sending Piles to a Requester vecinal di lic 16 Gel AAA A II E 18 Manually Retrieving Files from Mailboxes oooooooooooononcnnnnnnnnnnnnnnonononnnnnnnnnnnnnnnnnnnnnononnnnnnnninnnnnnnss 18 CONFIGURATION AND ADMINISTRA MON sesadean a tinene
4. Performance and Timing Report The Performance and Timing Report will provide information on the performance or average performance of each process performed during the IJE process MyEclipse Report Viewer STEVE E E Showing page 1 of 1 did vip Go to page To Partner ALL Date Range 09 02 2008 through 11 10 2008 Recipient ALL File Type ALL Performance and Timing Report 10 13 08 10 14 08 10 15 08 10 16 08 10 17 08 10 18 08 10 19 08 10 20 08 10 21 08 10 22 08 10 23 08 10 24 08 10 25 08 10 26 08 10 27 08 10 28 08 10 29 08 10 30 08 68 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 0
5. Endpoint Name The name to be used for this endpoint Filename Output The pattern used to name this file Valid 46 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Pattern replacement fields include DATE DATE 08 10 2008 ORIGINALNAME UUID SYSTIME COUNT FILETYPE File Path The path i e directory on the server where STEVE will deposit files received into the mailbox File Polling Not applicable can be left blank Frequency Milliseconds FTP Indicates that the destination is an FTP site Fields that must be supplied for this type of destination are Destination Name This is the name used for the destination when it appears in any dropdown list This is a required field FTP Host Host machine of the FTP site Can be an IP Address Filename Output The pattern used to name this file Valid Pattern replacement fields include DATE DATE 08 10 2008 ORIGINALNAME UUID SYSTIME COUNT FILETYPE Passive true if we use a passive connection to the FTP site false if we use an active connection NOTE Passive is the more secure form of data transfer FTP Password The password used to connect to the FTP site if login is required FTP Username The username used to connect to the FTP site if login is required FTP Port Port on the FTP Host used to connect to the FTP site September 2009 State and Te
6. also provided In addition the sending and receiving of files can be manual or automated Configuring file transmission and receipt to occur automatically allows a trading partner to exchange information with little or no manual interaction with the STEVE application Intended Audience The functionality provided by the STEVE TM can essentially be divided into two categories e The functionality supporting users whose main role in the STEVE application is to send and or receive vital records information e The functionality related to the administration and configuration of the STEVE TM application This includes but is not limited to establishing network communication with the STEVE Controller Module CM configuring filters creating system users and configuring the parameters that define how outgoing and incoming files are processed This user guide contains the necessary how to information for both types of STEVE TM users 8 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name This page intentionally left blank September 2009 State and Territorial Exchange of Vital Events STEVE TM User ManualError Unknown document property name Getting Started The STEVE TM is a web based application and as such requires that the user have access to a computer with a browser tool such as Internet Explorer or Firefox Additionally the user must know the URL of the S
7. eee 6 Establish System Users Create the list of individuals have access to the STEVE system and assign system Optional privileges 7 Configure Mailboxes Create your mailboxes establish who has access and determine which mailboxes are automatically pr 8 Configure Alerts Establish the users who are to receive email alerts for the various types of errors 9 Commit Configuration Vertiy that your System is configured correctly to begin file exchange NOTE This step must be completed last Figure 14 Initialization Checklist Screen The Initialization Checklist window displays each of the steps that must be performed to complete initialization of the TM and the current status of those steps The following sections describe each step in detail Step 1 Initialize Network Communication Before any other step in the initialization process can be attempted the user must first establish communication with the STEVE CM This step can be accessed by clicking on Initialize Network Communication in the Initialization Checklist The system will respond by displaying the Initialize Network Communication Screen September 2009 State and Territorial Exchange of Vital Events STEVE 29 TM User ManualError Unknown document property name Step 1 Please enter the following required Trading Partner information URI TLS Keystore File TLS Keystore Password Encrypt Keystore File Encrypt Keystore Password Con
8. 2 Alert List Smith Ed Administrator TM Close Cur Config Undo Notes A Figure 28 Mailbox Management Detail Screen It must be noted that the parameters associated with a mailbox are versioned As such any changes the user makes on this screen affect only the proposed version and do not go into effect until being committed by the administrator Please see the sections on Versioning and Committing for additional details on this functionality The functionality associated with each field control on the Mailbox Management Detail Screen is as follows Recipient Associated File Types Mailbox Name Automated Default Destination This is the Recipient associated with the Mailbox The user is only allowed to change this field for user created state defined mailboxes These are the file types that can be sent to this Recipient and may therefore end up in this mailbox This is the name of the Mailbox This field is only displayed for user created state defined mailboxes If set to YES STEVE will automatically process any file received into the mailbox If set to NO files must be processed manually If the Automated field is set to YES then any files received into this mailbox will automatically be extracted and placed into this location The user can edit this parameter in three ways c STEVE mailbox PRAMS Select one of the Destinations already 44 defined in the dropdown Click
9. Configurations count 25 Use Old Natality Format Y N N Figure 18 System Configuration Parameters Screen SMTP Server Name SMTP Server Port SMTP User Name SMTP Password Password Expires days This is the SMTP Server that will be used when sending email messages from the STEVE TM This is a required field This is the SMTP Server port that will be used when sending email message from the STEVE TM This is a required field The username required to access the SMTP Server used for sending email messages This is an optional field enter it only if the SMTP Server being used requires a username for access The password required to access the SMTP Server used for sending email messages This is an optional field enter it only if the SMTP Server being used requires a password for access The number of days before a STEVE user s password expires September 2009 State and Territorial Exchange of Vital Events STEVE 29 TM User ManualError Unknown document property name Archive Configuration to CM Y N Save Archive days Keep Saved Configurations count Use Old Natality Format Y N and must be changed This is a required field If set to Y then the STEVE TM will send a message to the CM archiving its configuration each time a change is committed This allows the TM to retrieve this data from the CM in the event that the TM must restore its configuration due to an unforeseen failure o
10. File Type Mortality File Name MortalityTestGood TXT Close Records Processed 4 fear Hide File Validation Status Validation Failed 2008NY1234560 ORobert AJohnson 2008NY6543210 OElizabeth BMcKenzie 2008NY 034560 OJohnathan CElsworth 2008NY0000000 OBenjamin Dwilson Figure 8 Send File to All Highlighted Error Fields Manually Sending Files to a Requester From the menu in the left hand navigation area select Manual File Processing gt Send File gt To Requester This will bring up the Send File to Requester screen Required Field Requester File Type v Fields Selected O Define Filter File To Send File Type and Filter must be defined first Figure 9 Send File to Requester Screen The user must then select Requester This 1s the trading partner to whom the file 1s to be sent File Type This is the type of the file being sent e g Mortality Selected Fields If the selected File Type supports filters then the user must define a filter to be applied to the selected file This simply means that the user must select which fields in the file are to be sent to the requester For a complete description of the STEVE Filter screen see the section on Configuring Filters File To Send This is the file that is to be sent to the requester 16 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Wh
11. Validation Failed 0 dl Error A Record Not Correct Length 5000 226 2 0 Record Not Correct Length 5000 226 3 0 Record Not Correct Length 5000 226 4 0 Record Not Correct Length 5000 226 4 6 12 FILENO Field Format FILENO Pos 6 Error 000000 Field Description Left O filled 000001 999999 Figure 35 Validate File Error List September 2009 State and Territorial Exchange of Vital Events STEVE 57 TM User ManualError Unknown document property name If any errors are found during validation the screen will update and display those errors The user will also be presented with a button labeled Show File Selecting this button replaces the list of validation errors with the contents of the selected file Any field that STEVE has flagged as erroneous will be highlighted in red File Information File Type Mortality File Name MortalityTestGood TXT Close Records Processed 4 ar Hide File Validation Status Validation Failed PAE 2008NY1234560 ORobert AJohnson 2008NY6543210 OElizabeth BMcKenzie 2008NY 034560 OJohnathan CElsworth OBenjamin Dwilson Figure 36 Validate File Highlighted Error Fields System Administration The System Administration menu is used to access the functionality related to configuring the STEVE system for use The submenus beneath System Administration include Configure Alerts A complete description of the windows and the associated func
12. a 71 Datab ASC SOI VCE a O AO O dto od 71 SOWA OT ACS POP ROPA RR 71 Minor Updates and Races dla codec E eannas 71 Maor iio La o erse O o 6 o RR 12 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Table of Figures Picure LS TEVE Terms and Conditions Page cscssiesecntei ne enne r e E eT 10 Pewee 2 EOMP e s RC pesN a e ET CN oS eT CPE 10 Pieure o STEVE Home Pat A O 11 Fietred Top TOO isis 12 Proure 6 Send File 16 ASC A Aa 15 Proure 7Send File to All Error Lidia d ontsand asaaaddalesteand isiasadeost cand N 15 Figure 8 Send File to All Hichhiehted Error Fields uc calida 16 Figure 9 Send Fileto Requester Screen ia dee 16 Figure 10 Send File to Requester Error List sunerien ie ieee 17 Figure 11 Send File to Requester Highlighted Error Fields cece ceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 18 Frente 12 Select Mailbox Cee iona ao into 19 Pieure 13 Malbox Detalla da 19 Fiz re I4 Imitazio Checklist crol da 25 Figure 15 Initialize Network Communication Screen Step 1 cooooccccnniniciciconononoooconannanonronnon nono non n nn nnn nono 26 Figure 16 Initialize Network Communication Screen Step 2 cooococccncnncnonononnnncanonononornno nono nn nono naar nana 27 Figure 17 Initialize Network Communication Screen Step 3 eeeeeessseseseeeeeeerereeeeeeeeererrererereeerereererrerereee 28 Figure 18 System Configuration Parameters Screen cc
13. associated functionality can be found in the section titled Receiving Files View Overflow View Overflow is available to users with Administrator or TM Operator privileges The overflow mailbox is not a mailbox in the strictest sense of the word it does not contain files sent from other trading partners Instead it holds files that your TM attempted to send to trading partners that who are inactive and therefore incapable of receiving files When the View Overflow menu item 1s selected the application responds by displaying the Overflow Mailbox window 50 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Search Criteria Any field left blank is treated as ALL File Type Trading Partner Recipient Search Reset Queued Between File Name Search Results File Name File Type Recipient Date Queued MortalityDEMO3 txt Mortality NCHS 11 06 08 04 06 E MortalityDEMO3 txt Mortality NCHS 11 06 08 04 06 C MortalityDEMO3 txt Mortality Vital Records 11 06 08 04 06 MortalityDEMO3 txt Mortality Vital Records 11 06 08 04 06 MortalityDEMO3 txt Mortality Requester 11 04 08 09 22 MortalityDEMO3 txt Mortality Requester 11 04 08 09 22 L MortalityDEMO3 txt Mortality NCHS 11 03 08 04 30 E MortalityDEMO3 txt Mortality NCHS 11 03 08 04 30 MortalityDEMO3 txt Mortality Vital Records 11 03 08 04 30 E MortalityDEMO3 txt Mortality Vital Records 11 03 0
14. change this field Automated If set to YES this inbox will automatically process and send any file placed in the Source Directory If set to NO files must be sent manually Source Directory If the Automated field is set to YES then STEVE will automatically process and send any file placed in this directory The user can edit this parameter in three ways c STEVE inbox Mortality a Select one of the Source Directories already defined in the dropdown Click on the New Source button to create a new Source Directory See the section on the Inbound Source Window for additional details Click on the Edit Source button to change values associated with the current Source Directory See the section on the Inbound 32 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Alert List Save Cur Config Inbound Source Window Source Window for additional details List of email addresses that are to receive an alert if there is an error processing a file for this inbox You may enter email addresses manually or select the Users button to pick from a list of STEVE Users Selecting the Save button saves all changes made to the proposed version of this Inbox Selecting the Close button returns the user to the Inbox Management Main Screen Selecting the Cur Config button causes STEVE to display a pop up window with the parameters currently in use for
15. count Use Old Natality Format Y N N Figure 39 System Configuration Screen 60 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name This window is divided into three tab areas Configuration Parameters A complete description of the tab and the associated functionality can be found in the section titled System Configuration Parameters Points of Contact A complete description of the tab and the associated functionality can be found in the section titled Establish Points of Contact Network Communication The Network Communication tab allows the user to maintain and update the various parameters associated with the PHINMS network connection Configuration Parameters Points of Contact Network Communication These are your current Network Parameters PARTY ID STEVETM1APP4 Current URI TEST What would you like to do with your Network Configuration click to select 1 I d like to update one or more of the parameters associated with my PHINMS Network Endpoint 2 I m having communication problems and I d like to completely reinitialize my connection parameters 3 I d like to export my Network Endpoint information to a file I need to send it to the CM There are three options available to the user on this tab accessed by clicking on the associated text 1 I d like to update one or more of the parameters associated w
16. from the CM to the TM may take a few minutes to complete While the transfer is taking place the screen will display Waiting for Initialization Data from the CM CM TM This may take a few minutes State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Once the transfer of initialization data from the CM to the TM is complete the user will be taken back to the Initialization Checklist window Step 1 on the checklist will now have a status of Complete Step 2 System Configuration Parameters This step can be accessed by clicking on System Configuration Parameters in the Initialization Checklist The system will respond by displaying the System Configuration Screen This is where the administrator enters high level system parameters that govern things such as how often STEVE users are required to change passwords and whether or not your TM uses the old or new IJE layout for Natality files After entering all of the required fields select the Save button to return to the Initialization Checklist screen System Configuration Information Partner Name Routing Code Active Required Save Close SMTP Server Name internalmail systemsmadesimple com SMTP Server Port 25 SMTP User Name SMTP Password Password Expires days 90 Archive Configuration to CM Y N Y Save Activities days 365 Keep Saved
17. information The screen will then be updated to reflect that Step 1 has been completed The user then has the option to move on to step 2 or select the Start Over button which will take the user back to Step 1 Step 1 COMPLETE You have successfully initialized your Trading Partner information You may move on to Step 2 or you may start over and re initialize your Trading Partner info if you feel you made a mistake Start Over Step 2 Export your data to CM When you click on the Continue button STEVE will display a pop up window asking you if you want to open or save a file named TMexportFile Select SAVE This will create a file on your local PC which must then be emailed to the CM System Administrator This is a manual step Continue Figure 16 Initialize Network Communication Screen Step 2 Step 2 Export your Network Information and send it to the CM Now that you have successfully completed Step 1 and initialized your network endpoint the CM does not yet have any knowledge of how to contact your TM In other words you have created a network endpoint that the CM and other TMs can use to communicate with your TM but they have no knowledge of it yet Step 2 provides the ability to export your Network Information to a file that will then be emailed to the CM administrator The CM administrator will then import this file into the CM so that the CM will know how to communicate with your TM Select the Conti
18. is where the user identifies the fields that are to be included when files of the associated type are sent to the associated recipient It must be noted that the parameters associated with a Filter are versioned As such any changes the user makes on this screen affect only the proposed version and do not go into effect until being committed by the administrator Please see the sections on Versioning and Committing for additional details on this functionality September 2009 State and Territorial Exchange of Vital Events STEVE 35 TM User ManualError Unknown document property name File Type FetalDeath Recipient Vital Records IJE e _ Delete NCHS Standard Date of Delivery Fetus Year State U S Territory or Canadian Province of Delivery gt Certificate Number 2 Void flag 2 Auxiliary State file number 12 Time of Delivery 2 Sex Date of Delivery Fetus Month Date of Delivery Fetus Day County of Delivery Place Where Delivery Occurred Figure 23 Filter Detail Screen Each checkbox represents one field in the associated IJE file If the box is checked then the field will be included in all transfers to the associated recipient If the box is not checked then the field will be excluded from all transfers to the associated recipient If this filter has not yet been configured then all checkboxes will appear with a question mark in the center and will appear highlighted in re
19. on the New Dest button to create a State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name new destination See the section on the Destinations window for details Click on the Edit Dest button to edit the current destination See the section on the Destinations window for details Accessed By Indicates which STEVE users have access to this mailbox Any users with TM Operator privileges can access the mailbox Additionally the administrator can assign any user with Mailbox User role to this specific mailbox See the section on Adding Mailbox Users for details Alert List A list of STEVE users who are to receive email messages whenever new files are received into this mailbox Select the Users button to change the users in Alert List Disable Mailbox This field allows the administrator to define a disable date for the mailbox and is only displayed for Program mailboxes Any files received after that date which otherwise would be placed into this mailbox will instead be discarded Save Selecting the Save button saves all changes made to the proposed version of this Mailbox Selecting the Close button returns the user to the Mailbox Management Main Screen Selecting the Cur Config button causes STEVE to display a pop up window with the parameters currently in use for this mailbox Current Mailbox Configuration Recipient PRAMS Automated Yes Default Destin
20. only for the initial setup and configuration but the day to day maintenance and administration of the application It is expected that this individual have a solid understanding of the STEVE TM application as well as the role PHINMS plays in sending receiving files Before getting into the steps involved with the initial setup and configuration of the TM it may be worthwhile to discuss versioning what it is and how it works Versioning There are many parts and pieces of the STEVE TM that must be configured in order for it to function These include the various Filters Inboxes and Mailboxes that the TM uses to control file transfer and receipt Each of these configurable pieces has a set of parameters that are currently in use 1 e the current version and a set of parameters that the administrator can work on and modify without affecting the current workings of the TM i e the proposed version When changing fields parameters on screens that deal with versioned parts of the system bear in mind that you are always changing the proposed version and your changes do not become effective until you validate and commit that version The steps involved with committing your version are described in the section titled Validate Configuration You cannot commit the changes made to one part of the TM s configuration without committing all parts E g you can not commit the changes made to one specific Filter without also committing changes made to all Filt
21. recipient simply click on the recipient name in the list The application responds by displaying the Filter Detail screen for the selected recipient file type Additionally the Reset Filters screen includes a button labeled Import Export Selection of this button causes the application to display the following Export Filter Rules Export not allowed until System Initialization has been completed Import Filter Rules If you previously exported a set of Filter Rules from a different installation of STEVE you may use the following controls to import those rules into STEVE at this time NOTE Importing Filter Rules will completely replace any all existing Filter Rule data currently in the STEVE database Filter Rule File Import Filters This provides the user with the ability to export filter rules from one installation of STEVE and import them into another This is useful if you have two versions of TM installed one as a test platform and one as a production platform and you want to export the filter rules from the test platform and import them into the production site Note Importing Filter Rules will completely replace any all existing filter rule data currently in the STEVE database This includes all Mandatory filters and all Optional Program filters This action should only be done if you are absolutely certain that the filter rules you are importing are correct Filter Detail Screen The Filter Detail screen
22. related to manually sending and receiving files The submenus beneath Manual File Processing include Send File Send File is available to all users of the STEVE application A complete description of the windows and the associated functionality can be found in the section titled Sending Files Validate File Validate File is available to users with Administrator or TM Operator privileges Selecting this item from the menu causes STEVE to display the Validate File window Required Field Select File and File Type File Type File E Validate first record in file ONLY Figure 34 Validate File Screen Note Only non binary file types can be validated using the Validate File screen The purpose of the Validate File window is to give the user the ability to check all of the fields in an IJE file for proper content and length Itis important to stress that this is for validation purposes only STEVE will not attempt to send any file valid or otherwise from this screen The user must then specify the type of file to be validated and the file itself The user is also given the option to validate only the first record in the file This is useful if the file being checked is quite large When the Validate button is selected STEVE will check the file and its contents for validity File Information File Type Mortality File Name MortalityTestGood TXT _ Close Records Processed 4 eee Show File Validation Status
23. 0 00 00 Figure 46 Performance and Timing Report State and Territorial Exchange of Vital Events STEVE TM User ManualError Unknown document property name 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 September 2009 Appendix B TM Operations Guide This section is intended as a guide for maintaining and administering the STEVE TM installation Throughout this section we will use the standard linux variable replacement string syntax variable notation to denote an installation variable Maintenance Stopping Starting Application The Steve installation process creates three services 1 JBoss Application Server 4 2 2 STEVE Install Name 2 PHINMS Database Engine Service Install Name 3 PHINMS Tomcat Instance Install Name These services can be managed using the Windows service console Log File Cleanup Steve writes log files to multiple locations within the install directory It is recommended that these log files be purged as part of a regular maintenance cycle which occurs at least twice annually Jboss App Server Logs Location install_dir jboss server default log Actions ok to delete previous daily logs but not the current log file PhinMS Messaging Logs Location install_dir phinms logs Actions These log files can be removed after the phinMS service has been stop
24. 0 bin T SuperMicar_134 bin SuperMicar_138 bin SuperMicar_14 bin SuperMICAR SuperMICAR SuperMICAR SuperMICAR SuperMICAR SuperMICAR SuperMICAR SuperMICAR SuperMICAR SuperMICAR SuperMICAR SuperMICAR SuperMICAR SuperMICAR SuperMICAR SuperMICAR SuperMICAR S 2222222222288 ees 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 09 26 08 10 35 DIMiMiMiMiMiA 5 Records Selected Select All Select None Delete Download Figure 13 Mailbox Details Screen State and Territorial Exchange of Vital Events STEVE TM User ManualError Unknown document property name The Mailbox Details window is divided into two sections Search Criteria Search Results 20 This is where the user can specify the type of information they would like to retrieve from the selected mailbox Since mailboxes are recipient based one mailbox per recipient and each mailbox can receive multiple types of files from multiple trading partners STEVE provides the user with the ability to examine data by e File Type This dropdown will list only those file types that this recipient is configured to receive e Trading Partner This dropdown will list all of the trading partners from which files may be received e Received Between A date range to be u
25. 40 Activity Report Audit Report The Audit Report will show low level detail of auditable activities In addition to the description for each activity listed the report will include the associated date and time and user MyEclipse Report Viewer STEVE 3 E E Showing page 1 of 36 did gt Ib Go to page Audit Report Date Range 10 01 2008 through 11 10 2008 user Oct 14 2008 10 04 AM Oct 14 2008 10 04 AM Oct 14 2008 10 05 AM Oct 14 2008 11 05 AM Oct 14 2008 12 05 PM Oct 14 2008 12 06 PM Oct 14 2008 12 28 PM Oct 14 2008 12 28 PM Oct 14 2008 1 05 PM Oct 14 2008 1 06 PM Oct 14 2008 1 29 PM Oct 14 2008 2 06 PM Message Transport send a message Message Transport send a message Message Transport send a message Message Transport send a message Message Transport send a message Message Transport send a message Message Transport send a message Message Transport send a message Message Transport send a message Message Transport send a message Message Transport send a message Message Transport send a message system system system system system system system system system system system system Figure 41 Audit Report Configuration Messages Report The Configuration Messages Report will show low level detail of configuration messages between the Trading Partners Examples include initialization messages archive restore messages IJE performance 64 State and Territor
26. 8 04 30 0 Records Selected Select All Select None Delete Download Send Figure 32 Overflow Mailbox Screen The Overflow Mailbox window is divided into two sections Search Criteria This is where the user can specify the type of information they would like to retrieve from the overflow mailbox STEVE provides the user with the ability to examine data by e File Type All of the file types defined in the system e Trading Partner All of the trading partners defined in the system e Recipient All of the recipients defined in the system e Queued Between A date range to be used when searching the database for matching files File Name The name of the file in the mailbox By default when the Overflow Mailbox window is initially displayed all search fields will be left blank Any field left blank is treated as ALL Selecting the Search button will cause STEVE to search the database for records that match the specified criteria Selecting the Reset button will reset the search criteria to 1ts default state Search Results This section of the window displays all of the entries in the overflow mailbox that match the set of Search Criteria By default the Search Results table will September 2009 State and Territorial Exchange of Vital Events STEVE 51 TM User ManualError Unknown document property name show at most 200 records at a time If your search returns less than 200 records then the top of the Search Results w
27. ALL Downloads all records returned by the search to the user s PC even those not currently displayed on the screen in the case where the search returned more than 200 records It must be noted that there are limitations to using the Download ALL button STEVE will only allow all records to be downloaded at once if they are all non binary and of the same file type If the State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name current set of search results includes one or more binary files or if the current set includes records of multiple file types STEVE will display a warning message and the download will not be allowed If the set of search results are all of the same file type and are non binary in format then STEVE will do the following 4 All of the records in the current set of search results will be concatenated into a single file and downloaded to the user s PC Your browser will then display a popup window similar to the following Note the exact look of the window may vary depending upon the browser you are using f File Download Do you want to open or save this file Name TestFile_02 txt Type Text Document 28 bytes From localhost While files from the Intemet can be useful some files can potentially 2 ham your computer If you do not trust the source do not open or save this file What s the risk S
28. NMS network info If you elect to continue by selecting the Reinitialize button the CM will be unable to communicate with any Trading Partner until you complete the reinitialization process I d like to export my Network Endpoint information to a file I need to send it to a TM Selecting this option causes STEVE to display a button labeled Export Selection of this button will download the STEVE Network endpoint information to a file on your local PC You can then email this file to one of the TM administrators State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Appendix A Report Descriptions This section describes the look of each of the various STEVE reports as well as the controls buttons common to all of them Common Controls At the top of each STEVE report is a header bar as illustrated below Showing page 1 of 6414 dl 4 P lb Goto page The controls on this header behave as follows Go to page September 2009 Selecting this button takes the user back to the previous screen In most cases this will be the associated STEVE report criteria screen i e the window where the user entered the search criteria for the report Export data button Selection of this button allows the user to select one or more fields columns from the report to export to a CSV file Excel file Export report button Selection of this button allows the user
29. Report Viewer STEVE 5 E Showing page 1 of 1 NIN Y i gt Goto page Connectivity Report To Partner ALL Date Range 11 03 2008 through 11 10 2008 CM 11 4 08 24 00 00 00 00 00 11 5 08 24 00 00 00 00 00 11 6 08 24 00 00 00 00 00 11 7 08 24 01 00 00 00 00 11 8 08 24 00 00 00 00 00 11 9 08 24 00 00 00 00 00 11 10 08 14 18 00 00 00 00 LOCAL 11 4 08 14 20 39 09 39 20 11 5 08 09 14 04 14 45 55 11 6 08 06 39 28 17 20 31 11 7 08 05 52 40 18 07 19 11 8 08 00 00 00 24 00 00 11 9 08 00 00 00 24 00 00 11 10 08 06 53 28 07 24 32 Figure 43 Configuration Message Report September 2009 State and Territorial Exchange of Vital Events STEVE 65 TM User ManualError Unknown document property name Utilization Report The Utilization Report will show information detailing the use of the system for IJE transfers For each date included in the report STEVE will display e Number of files sent e Number of records sent e Total number of messages sent e Number of successful messages sent e Total number of messages received e Number of records received MyEclipse Report Viewer STEVE E Showing page 1 of 1 did vip Go to page 0 0 0 0 0 0 0 66 Utilization Report To Partner ALL Date Range 11 03 2008 through 11 10 2008 Recipient ALL File Type ALL 155 108 244 59 137 71 Figure 44 Utilization Report State and Territorial Exchange of Vital Events STEVE TM User ManualError
30. STEVE user by the STEVE System Administrator Click the link below to complete your user registration Complete My User Registration When the user clicks on the Complete My User Registration link they are taken directly to the Steve System Registration window STEVE SYSTEM REGISTRATION Please complete the following form to register as a STEVE user Required Field First Name New Last Name User Username Password Password Confirm Note Strong Password Required Phone Number Email Address ben hagadorn systemsmadesimple cor Figure 25 Maintain Users Detail Screen Upon selecting the Register button if all information is valid the application displays the following window 40 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name REGISTRATION COMPLETE Congratulations You have successfully completed user registration Please select the Continue button to log into the STEVE System Selecting the Continue button takes the user to the STEVE Login Page Editing Existing Users The administrator can edit the data associated with any user simply by clicking on the user s last name in the list The system will respond by displaying the Maintain Users Detail window There are two versions of this window depending upon what the user s status is The first version 1s displayed for all users who have a status other than New
31. TEVE TM application Logging In After Navigating to the STEVE TM website the user is required to log in before accessing the site Additionally the user must indicate that they have accepted the terms and conditions for use of the site before access is allowed Welcome to the State and Territorial Exchange of Vital Events STEVE Website By clicking this button you have agreed to abide by the terms and conditions for use of this website TERMS AND CONDITIONS By using this Web Site or downloading any portion of its information or other content you agree to abide by these terms and conditions If you do not agree to these terms and conditions please do not use this Web Site or download any portion of its contents 5 Figure 1 STEVE Terms and Conditions Page After accepting the terms and conditions the user is presented with the login page Both username and password are required to access the site and both fields are case sensitive If a user makes three successive failed attempts to log in to the STEVE application that user s account will be locked and the user cannot access the site until the STEVE TM administrator unlocks his account If a user has forgotten their password they can select the Forgot your password link The user is then prompted for their username and an email is sent with their password information STEVE requires that passwords be at least 6 characters long include both upper and lower case and include a
32. TLS Keystore Password Encrypt Keystore File oT Browse Encrypt Keystore PO Password Click the option I d like to update one or more of the parameters associated with my PHINMS Network Endpoint Enter an effective date be sure to allow at least a day for the updates to occur Browse to the keystore pfx containing the updated certificate and key and then enter the keystore password and select update The new certificate public keys will be distributed to the other trading partners using the currently active public key and after the effective date has passed all trading partners will switch to using the new key 70 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Backup and Recovery Steve incorporates several design features which are intended to aid in system recovery should a system outage occur However a solid backup and recovery plan should be in place at every site to aid in site recovery The following provides information to assist in formulating a disaster recovery plan and also sets the minimum requirements for backups Application Server The STEVE application server installations are located in a single directory on the designated application server Itis recommended that this installation directory be backup up anytime you perform an installation or a software upgrade but it not absolutely necessary In order to recover
33. The path 1 e directory on the server where STEVE will automatically look for files to process File Polling How often the source directory 1s checked for new files Frequency Milliseconds Step 5 Configure Filters This step can be accessed by clicking on Configure Filters in the Initialization Checklist The system will respond by displaying the Reset Filters Main Screen When the Reset Filters Main Screen is initially displayed the user is required to select a File Type before continuing Select File Type to See Associated Filters Figure 22 Reset Filters Main Screen Once a File Type has been selected the screen will update to show two lists one for each of the Mandatory filters associated with the file type and one for each of the Optional filters Mandatory filters are defined as those for non Program recipients and Optional filters are defined as those for Program recipients As the name suggests you cannot complete System Initialization until all Mandatory filters have been configured In addition the screen will show whether or not each filter has been configured 34 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Select File Type to See Associated Filters laca Import Export Filters for Mortality Click on any recipient to configure Mandatory Filters Recipient Configured Internal IJE To edit view the Filter for a
34. This is where the user can specify search criteria to be used when searching the STEVE database for users e Last Name STEVE will return records where the user s last name matches this field NOTE this is a like search so records will be returned where the user s name matches this field or begins with this field e g Wil could return users with names like Wilson Williams and Wilbur 38 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name e Status STEVE will return records where the user s status matches this field Selecting the Search button will cause STEVE to search the database for records that match the specified criteria Selecting the Reset button will reset the search criteria to its default state Search Results This section of the window displays all of the users that match the set of Search Criteria By default when the Maintain Users Main window is initially displayed the Last Name and Status search fields will be left blank Any field left blank is treated as ALL As such the window will initially display all users in the STEVE database Creating New Users The New User button at the bottom right corner of the Maintain Users Main Screen can be selected to create a new user The application responds by displaying the New User window Required Field User Information First Name Cancel Save Last Name
35. Unknown document property name File Records Msgs total Msgs Successful Msg Records Msgs total Msg Records September 2009 Current Configuration Report The Utilization Report details the various system parameters currently in use by the TM These parameters include The current status of this TM Active or Inactive Network Endpoint Information Points of Contact Info System Users Mailbox Info Inbox Info MyEclipse Report Viewer STEVE E Showing page 1 of 1 did vip Go to page Current Configuration of Connecticut Nov 10 2008 3 20 PM Partner is Active Network Endpoint Information Party ID STEVETM2APP4 URI tm2app4 systemsmadesimple com 6013 receiver receivefile Points of Contact Contact Name Ezra Oyer Title Phone Email zra oyer systemsmadesimple com STEVE System Users Name Administrator TM Status Active Phone Email zra oyer systemsmadesimple com Assigned Mailboxes Assigned Roles TM Administrator TM Operator Name Operator TM Status Active Phone Email tmoperator aol com Assigned Mailboxes Assigned Roles TM Operator Mailboxes data from other partners Recipient Approved Research Status Active Automated Yes Default Destination C STEVE mailbox2 Approved_Research Alert List Assigned Users Figure 45 Current Configuration Report September 2009 State and Territorial Exchange of Vital Events STEVE 67 TM User ManualError Unknown document property name
36. act info etc 4 The description that the user entered for the new configuration will appear in a list at the bottom of the screen September 2009 State and Territorial Exchange of Vital Events STEVE 49 TM User ManualError Unknown document property name Previous Configurations Changed the users for the PRAMS mailbox 11 10 2008 2 Completing TM Initialization Once all of the mandatory steps in the Initialization checklist have been completed the user will be taken to the STEVE Home Page At this point STEVE initialization is considered to be complete However the administrator can always return to the checklist by selecting the Checklist link in the upper right hand corner of any STEVE screen c a My Profile Log Out T STEVE TM Menus All of the functionality in the STEVE application can be accessed from the menu in the left margin As mentioned in the section on Common Links and Navigation the contents of this menu are dynamic and are dictated by the role s you have as a user The following sections describe the menus in detail Mailbox Processing The Mailbox Processing menu is used to access the functionality related to accessing files placed into the various TM Mailboxes The submenus beneath Mailbox Processing include View Mailbox View Mailbox is available to all users of the STEVE application Selection of this menu item takes the user to the Select Mailbox window A complete description of this window and the
37. ading partners in the STEVE network The following section describes this functionality in detail It should be noted that prior to sending or receiving files there are setup and configuration steps that must first be performed by the STEVE TM administrator Those steps are covered in the section titled Configuration and Administration Before getting into the detailed description of how files can be sent and received it may be helpful to discuss the terms and mechanics associated with file transfers At its simplest level STEVE TM is simply a tool for sending files from one trading partner to another SENDER RECEIVER But how do those files get into STEVE in the first place And what does the TM at the receiving end do with files when it receives them To begin with there is a finite list of file types that the TM can process This list includes but is not limited to Mortality Natality Roster Fetal Death ITOP SuperMICAR Each file type supported by STEVE will have an associated Inbox An inbox is nothing more than a directory on the server where STEVE is installed If the TM administrator has configured the Inbox as automatic then any file placed into the associated Inbox directory will automatically be pulled in and processed by STEVE If however the Inbox is not configured as automatic then files of the associated type must be sent manually using the STEVE user interface September 2009 State and Territoria
38. ailbox Child_Support_Enforcement c STEVE mailbox Health_Start_Program c STEVE mailbox Immunization_Registry c STEVE mailbox Infant_Death_Reviews c STEVE mailbox IRB Approved_Research c STEVE mailbox Medicaid_Enrollment c STEVE mailbox PRAMS c STEVE mailbox Requester c STEVE mailbox Vital_Records Figure 38 Manage Destinations Main Screen The Manage Destinations Main screen displays all of the destinations currently defined for all of the mailboxes in the system To edit an existing destination simply click on the associated row in the list To create a new destination select the New Destination button The processing involved with creating and editing destinations 1s described in detail in the section titled Destinations Window Security Management gt Maintain Users A complete description of the windows and the associated functionality can be found in the section titled Establish System Users System Configuration Selecting this item from the menu causes STEVE to display the System Configuration Window System Configuration Information Partner Name Save Close Routing Code Active Configuration Parameters Points of Contact Network Communication Required SMTP Server Name internalmail systemsmadesimple com SMTP Server Port 25 SMTP User Name SMTP Password Password Expires days Archive Configuration to CM Y N Save Activities days Keep Saved Configurations
39. ailbox Processing b lt Menu Menu Area This area displays the main STEVE navigation menu All P functionality pages in the application P Mailbox Info can be accessed from this menu The contents of this menu are dynamic and are dictated by the role s you have as a user If you are a user with privilege to access STEVE Mailbox functionality then this area will be displayed Clicking on the mailbox icon will take you to the Select Mailbox screen Home Page Network Status Area The center of the STEVE home page displays status information related to each trading partner and is divided into three areas The Trading Partner Details area at the bottom of the screen is used to display detailed information for a selected trading partner including that partner s status contact information and a graph indicating message traffic between yourself and that trading partner over the last 30 days You can select a partner and view their details in two ways 12 State and Territorial Exchange of Vital Events STEVE TM User ManualError Unknown document property name September 2009 e Click on the desired partner using the map at the top of the screen e Click on the desired partner using the chart in the upper right corner of the screen The chart also gives a quick color coded indication of each partner s status File Processing Most users of the STEVE TM will be concerned only with sending and receiving files to from other tr
40. an existing installation it is essential that a current copy of the installation properties file be kept in a safe and secure location This file should be backed up anytime changes are made Because all of the data and configuration information is stored in the database with the provided properties file the STEVE installation can be re installed from the installation CD without loss of data Database Server All of the configuration information and data are stored in the STEVE database For this reason it is essential to perform regular backups on the STEVE database It is recommended that a backup be maintained daily although at minimum a backup should be performed weekly but keep in mind that this may result in greater data loss Note The Steve CM maintains a snapshot of the active configuration on all TM installations and this information can be used to restore a TM installation in the event of a catastrophic failure However this is intended as a last resort and will NOT recover any transfer data which may have been stored in the STEVE database Software Upgrades Before performing any Upgrades be sure to obtain a backup of your installation directory and the database Minor Updates and Patches Minor upgrades mean that we do not need to do a fresh installation to upgrade Most upgrades come in the form of a patch with instructions which will generally involve replacing a couple of files in the installation and or running a data
41. ation c STEVE mailbox PRAMS Controlled By TM Operators amp Mailbox Users Goldman Eli Seyfried Robert Smith Dave Smith Ed Alert List Administrator TM Filter Mailbox is not Filtered Mailbox Status Mailbox Active Selecting the Undo button undoes any changes that the user has made to the proposed version of the mailbox In other words the parameters associated with the proposed version of this mailbox are all reset to the values currently in use September 2009 State and Territorial Exchange of Vital Events STEVE 45 TM User ManualError Unknown document property name Adding Mailbox Users The application allows the administrator to identify those STEVE users who are to have access to the mailbox This is done by selecting the Users button displayed in the Accessed By area STEVE responds by displaying the Mailbox Users window You may select existing users and or create new users specifically for this Mailbox Select Existing Users Create New Mailbox Users Administrator TM Buckleman Artie Goldman Eli hagadorn Ben McMahon Arthur Seyfried Robert Smith Dave Smith Ed User New Figure 29 Mailbox Users Screen The Mailbox Users window allows users to be added to a mailbox in two ways The left hand side of the window displays a list of all users currently in the STEVE database The administrator can simply select the user in this list that are to be given a
42. automatically This simply means that the administrator has identified a directory on the server where STEVE is installed as the default source location for these files Any file placed into this directory will automatically be picked up by STEVE and transferred to the appropriated trading partner s Manually The user also has the ability to manually send a file The STEVE system allows the user to send a file to all other trading partners or to one specific partner in the case where that partner has requested information 14 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Manually Sending Files to All Trading Partners From the menu in the left hand navigation area select Manual File Processing gt Send File gt To All This will bring up the Send File to All screen Required Field Select File and File Type File Type y File Figure 6 Send File to All Screen The user must then specify the type of file to be sent and the file itself When the Send button is selected STEVE will do the following 1 All necessary validation checks are run against the selected file If the file passes all of the validation checks 1t will move on to step 2 otherwise the file 1s not sent 2 All applicable filters are applied to the selected file This insures that only records fields that the administrator has selected for exchange will be transmitted with the f
43. base script to upgrade To apply any Patches make sure you obtain a backup and then stop the three windows services Copy in any patch files and apply database scripts and then restart the services September 2009 State and Territorial Exchange of Vital Events STEVE 71 TM User ManualError Unknown document property name Major Upgrades Major upgrades involve uninstalling the current installation applying any necessary database scripts and then re installing the installation To perform this upgrade it is essential that you have the most current copy of your installation properties file This file contains all of the values necessary to re install the application after it has been uninstalled After performing backups navigate to the command line for your current install_template directory run the command install myinstallationfile properties uninstall Run any supplied upgrade database scripts Copy the new install_template directory to the drive and copy your properties file into this directory Run the command install myinstallationfile properties install 72 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name
44. cccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 29 Figure 19 System Configuration Parameters Screen Point of Contact tab 00 0 0 ceeeeeeeeeeeeeeeeeeeeeees 31 Fieure 20 Inbox Manacement Main ds 31 Fisure 21 Inbox Management Detalla id 32 Preure 22 Reset Filters MAS cre iia 34 Preure 23 Filter Detal Sre eses e Ai 36 Figure 24 Maintain Users Main Serei ir A e e E E 38 Pisure 23 Mintan Users Detail io 40 Figure 20 Maintain Users Detail CE 4 Fieure 27 gt Mailbox Management Main Screen A AAA 43 Piedre 28 Mailbox Management Detail creci Geis Se oe Os A 44 Figure 29 Malor Users Cros ita a ot aaa 46 Pieure 307 Om Oure AlS CO daa 48 Fistre 312C omit amd SENS Clee iio 49 Figure 32 Overdow MaD Scree iosep E N E NNE 51 Piatire 33 1 fansmiussiom Queue IM o e eee dd 55 rates Vatid EPS Kolo neem Cann E eee neem Tete Nar nT E enn amen nen eeettrsert E mehr rt Toner 57 Fietire 35 Validate Pile Error Gist eresse seca tut ace a a ace ada eee 57 Figure 36 Validate File Highlighted Error Fields 00 0 0 ccccccccsssssssssssssseeccccceeceeeeseaaaaaseessseseeeeeeeeess 58 Foor o ROUDaCK SCIE reer mnereeet nrameent E AAT E Spree re rer ererrt rrr ere nearer ner S 59 Fisure 38 Manage Destinations Main A lea eee 60 Proure 395 yste CONTIGUA OM CE a 60 Pietite 40 ACV I REDO ias iii il A 64 Pratre AE Adit RE DO R cian eedasaanel aaa desta dad esate 64 Ficure 42 Conti curation Message Repollo 65 Figure 43 Contreurati n Mes
45. ccess to the mailbox The right hand side of the window allows the administrator to create brand new STEVE users and assign them to the mailbox in one step Select the New User button to create a row in the New Mailbox Users list First Name Last Name and Email Address are all required fields To remove a row that has been erroneously added to this list simply check the Remove checkbox next to that row When the Save button is selected all of the users picked on this window will be given access to the content of this mailbox Additionally any new users created on this window will be sent an email message asking them to complete their STEVE user registration See the section on Adding New Users for details Destinations Window The Destinations window is displayed when the user selects the either the New Dest or Edit Dest button on the Mailbox Management Detail Screen This is where the user specifies all of the parameters associated with the target location where STEVE will automatically deposit files received into a mailbox At present STEVE supports two types of destinations File Indicates that the destination is a physical directory on the server where STEVE TM is installed Fields that must be supplied for this type of destination are Destination Name This is the name used for the destination when it appears in any dropdown list This is a required field File Age Before Not applicable can be left blank Reading Milliseconds
46. cer_Registry Child Death Fatality Review FILE c STEVE mailbox Child_Death_Fatality_Review Child Support Enforcement FILE c STEVE mailbox Child_Support_Enforcement Health Start Program FILE c STEVE mailbox Health_Start_Program Immunization Registry FILE c STEVE mailbox Immunization_Registry Infant Death Reviews FILE c STEVE mailbox Infant_Death_Reviews IRB Approved Research FILE c STEVE mailbox IRB Approved_Research Medicaid Enrollment FILE c STEVE mailbox Medicaid_Enrollment c STEVE mailbox PRAMS FILE c STEVE mailbox Requester c STEVE mailbox Vital_Records Figure 12 Select Mailbox Screen will To access the contents of any mailbox simply click on the mailbox name in the first column of the table STEVE will respond by displaying the Mailbox Details window Search Criteria Any field left blank is treated as ALL File Type Trading Partner Received Between Status File Name Search Results Showing Records 1 through 200 of 506 K 44 1 0 File Type Delete ALL Download ALL File Name Date Received Status September 2009 m C SuperMicar_1002 bin SuperMicar_1006 bin SuperMicar_1010 bin SuperMicar_1014 bin Y SuperMicar_1018 bin YA SuperMicar_102 bin SuperMicar_1022 bin SuperMicar_106 bin T SuperMicar_110 bin SuperMicar_114 bin C SuperMicar_118 bin SuperMicar_122 bin L SuperMicar_126 bin SuperMicar_13
47. cess mailboxes include e TM Operators Users with this privilege have access to all mailboxes e Mailbox Users Users with this privilege may access only the mailboxes to which they have been assigned by the STEVE administrator Manually Retrieving Files from Mailboxes If you are a user who has access to one or more mailboxes you may access those mailboxes in two ways 1 From the menu in the left hand navigation area select Mailbox Processing gt View Mailbox 2 From the left hand navigation area click on the mailbox icon P 18 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name The STEVE application will then display the Select Mailbox window Only mailboxes which the user has privilege to access will be shown For each mailbox the Select Mailbox window will display Mailbox The name of mailbox The default destination for files received into this mailbox If the STEVE administrator has configured this mailbox as being processed automatically then files received into the mailbox will be placed directly into the default destination as soon as they arrive from the sender Destination Type New Records A count of the number of new records in the mailbox Select Mailbox Mailbox Destination Type AIDS Registry FILE c STEVE mailbox AIDS_Registry Birth Defects Registry FILE c STEVE mailbox Birth_Defects_Registry Cancer Registry FILE c STEVE mailbox Can
48. d This indicates that the user has yet to decide whether or not to include the field as part of the filter Filters cannot be saved until all fields have been configured i e until each field is either identified as being included excluded from all transfers When a field is in the unconfigured state the first time the user clicks on it the field toggles to the selected state Subsequent clicks toggle the field between the selected and unselected states To the left of each checkbox is a column labeled Current Fields that are included in the current version of this filter will appear with a blue checkmark in this column Fields that are not included in the current version of this filter will have no checkmark in this column The STEVE TM will display IJE fields in logical groupings At the bottom of each group will be two buttons Select All Selecting the Select All button toggles all fields in the grouping to the selected state Select None Selecting the Select None button toggles all fields in the grouping to the unselected state 36 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name The remaining controls on the Filter Detail screen operate as follows Cancel Selecting the Cancel button returns the user to the Configure Filters Main Screen returns the user to the Configure Filters Main Screen Selecting the Save button sa
49. e STEVE application and are available to users with Administrator or TM Operator privileges Transmission Queue Selection of this menu item takes the user to the Transmission Queue window 08 31 2008 MortalityExampleRecord txt queued Unknown 09 01 2008 biggertest txt queued Unknown 09 01 2008 biggertest txt queued Unknown 09 01 2008 biggertest txt queued Unknown 09 01 2008 biggertest txt queued Unknown 09 01 2008 biggertest txt queued Unknown 09 01 2008 biggertest txt queued Unknown 09 01 2008 biggertest txt queued Unknown Delete Figure 33 Transmission Queue Screen The Transmission Queue screen allows the user to see what files are currently in the PHINMS transmission queue and what the associated status of each file is The user also has the ability to remove files from the queue by clicking on the Delete checkbox and then selecting the Delete button at the bottom of the window Activity Report Selection of this menu item takes the user to the Activity Report Criteria window This is where the user must specify the date range to be used when running the Activity Report The Activity Report will show low level detail of various types of system activity See the Activity Report in Appendix A for an illustration of this report Audit Report Selection of this menu item takes the user to the Audit Report Criteria window This is where the user must specify the date range to be used when running the Audit Report The Audit Report wi
50. ecting this button brings up context sensitive help in second browser window Home Selecting this button takes the user to the STEVE home page Additionally the user may also click on the STEVE logo in the upper left corner to return to the home page Checklist Only available to TM Administrators Selecting this button takes the user to the STEVE Initialization Checklist page September 2009 State and Territorial Exchange of Vital Events STEVE 11 TM User ManualError Unknown document property name My Profile Selecting this button takes the user to the My User Data page This is where the user maintains all of his her personal information such as first and last name phone number and email address It is also where the user changes their password Log Out Login page State and Territorial Exchange of Vital Events Selecting this button logs the user out of the STEVE application and returns them to the Welcome TM Administrator Figure 4 Top Toolbar The left hand navigation area displays the following information New York State You have 506 new records Figure 5 Left Hand Navigation Mailbox Info Partner Logo Status Area Help Home Checklist My Profile Log Out Y our partner logo The user may click on the logo to return to the home page This area displays information regarding your partner status and the an status of your PHINMS connection to the STEVE network M
51. een To edit the detailed information for any inbox simply click on the associated Inbox File Type displayed in the list Inbox Management Detail Screen If the user clicks on an Inbox File Type in the list displayed on the Inbox Management Main Screen the application responds by displaying the Inbox Management Detail Screen September 2009 State and Territorial Exchange of Vital Events STEVE 31 TM User ManualError Unknown document property name Proposed Configuration Version 1 File Type Mortality D Automated Yes v Source Directory c STEVE inbox Mortality v New Source Edit Source 2 Alert List artieb yahoo com rseyfried yahoo com randyrupert aol com NOTE Enter each email address on a separate line Save Close Cur Config Undo Notes Figure 21 Inbox Management Detail Screen It must be noted that the parameters associated with an Inbox are versioned As such any changes the user makes on this screen affect only the proposed version and do not go into effect until being committed by the administrator Please see the sections on Versioning and Committing for additional details on this functionality There will be one pre defined inbox for each File Type supported by the STEVE system The functionality associated with each field control on the Inbox Management Detail Screen is as follows File Type This is the File Type associated with the Inbox The user cannot
52. electing Save will then save this file to your PC 5 The status of all downloaded records will then be changed to Processed It must be noted that STEVE does not automatically remove records from the mailbox i e does not delete them from the database when they are manually downloaded It is the responsibility of the user to go back and delete them when they are no longer needed in the mailbox 6 STEVE will re execute the search using the criteria specified in the Search Criteria area and display any matching records Therefore if you downloaded records that were marked as New the search results should come back minus those records since they transitioned to Processed when the download was executed As opposed to the controls that appear at the top of the search results area Delete ALL and Download ALL the controls at the bottom of the search results area operate only on those records currently displayed in the search results In other words regardless of how many records your search returned in total the controls at the bottom of the window operate only on the 200 max records displayed in September 2009 State and Territorial Exchange of Vital Events STEVE 53 TM User ManualError Unknown document property name the results list This allows the user more fine grained control over how records are processed These controls operate as follows _ Selects all of the records in the list but does not proce
53. ember 2009 TM User ManualError Unknown document property name The controls in this area operate as follows cl Mm Download ALL Displays the first 200 records returned by the search Displays the 200 records immediately preceding the 200 currently shown Indicates the number of the first record shown in relationship to the total records that match the search criteria The user may change this value and STEVE will redisplay the contents of Mailbox Details window accordingly Displays the 200 records immediately following the 200 currently shown Displays the last 200 records returned by the search Deletes all records returned by the search even those not currently displayed on the screen in the case where the search returned more than 200 records It should be noted that deleting records 1s a permanent action and deleted records cannot be recovered As such the user is first given a chance to cancel the Delete before it takes place DESTRUCTIVE ACTION Deleted Records Can Not Be Recovered Continue DESTRUCTIVE ACTION If the user selects the Delete button on the warning popup then all records returned by the search are deleted from the STEVE database 1 e they are deleted from the mailbox Downloads all records returned by the search to the user s PC even those not currently displayed on the screen in the case where the search returned more than 200 records It must be no
54. en the Send button is selected STEVE will do the following 1 All necessary validation checks are run against the selected file If the file passes all of the validation checks it will move on to step 2 otherwise the file is not sent 2 All applicable filters are applied to the selected file This insures that only fields that the user has selected for exchange will be transmitted with the file Note Filters apply only to non binary file types 3 The filtered file is sent to the selected trading partner 1 e the Requester and the user is returned to the STEVE home page If the file fails validation for any reason STEVE will not send it In addition if the type of file being send is not binary the Send File to Requester screen will update to display the list of errors that prevented the file from being transferred File Information File Type Mortality File Name MortalityTestGood TXT Close Records Processed 4 Validation Status Validation Failed 0 1 3 4 4 FILENO Show File Error Record Not Correct Length 5000 226 Record Not Correct Length 5000 226 Record Not Correct Length 5000 226 Record Not Correct Length 5000 226 Field Format FILENO Pos 6 Error 000000 Field Description Left 0 filled 000001 999999 Figure 10 Send File to Requester Error List The user will also be presented with a button labeled Show File Selecting this button replaces the list of
55. ers Inboxes and Mailboxes at the same time This is because many of the configuration parameters are interrelated and changes made to one part of the system may have an impact on another part Committing all changes en masse allows the TM to ensure that all of the proposed changes are valid and will work together without negatively impacting the system Screens that allow the administrator to modify versioned data will also provide the means to view the parameters currently in use Initial Setup When the STEVE system administrator logs into the website for the first time the application recognizes that initial setup has not been completed and displays the Initialization Checklist window 24 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Initialization Checklist Mandatory Click on each step to complete configuration Optional Status 1 Initialize Network Communication Establish communication with the CM Mandatory NOTE This step must be completed before initialization can continue 2 System Configuration Parameters Set up the parameters that are specific for your operating environment Mandatory 3 Establish Points of Contact Create the list of individuals that the CM and other TMs can contact for STEVE Mandatory related issues 4 Configure Inboxes datory Set up your inboxes for manual automatic processing sia 5 Configure Filters Br Oe kE o co ee ae
56. f the DB This is a required field The number of days that archived configurations are to be kept locally before being purged from the database This is a required field The total number of archived configurations to be kept locally in the database This is a required field If set to Y then the TM will the old IJE layout when dealing with Natality files If set to N the new IJE layout will be used This is a required field NOTE if the user changes the Use Old Natality setting then the system will take the user to the Checklist screen once updated configuration parameters have been saved The user will then be required to configure any missing Mandatory filters Step 3 Establish Points of Contact This step can be accessed by clicking on Establish Points of Contact in the Initialization Checklist The system will respond by displaying the System Configuration Screen with the Points of Contact tab selected This is where the TM administrator specifies the individual or individuals who are to act as the point of contact for the STEVE system at this trading partner This information will then be visible to other trading partners should the need arise to contact you At least one point of contact must be entered After entering all of the required fields select the Save button to return to the Initialization Checklist screen 30 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError U
57. i 7 1 Apply Record Level Filter Record Level Filtering is OFF September 2009 State and Territorial Exchange of Vital Events STEVE 37 TM User ManualError Unknown document property name By default record level filtering is off If the user enables record level filtering then the screen updates to give the user an option to choose the specific record level filter to be applied Additionally the user may be required to enter one or more parameters that will be used by the record level filter 2 Y Apply Record Level Filter Select Filter Filter By Age Range w Start Age 0 End Age 18 In this example we can see that we have enabled record level filtering and that we will only be including records where the individual s age is less than 18 years Step 6 Establish System Users This step can be accessed by clicking on Establish System Users in the Initialization Checklist The system will respond by displaying the Maintain Users Main Screen Search Criteria Search Results Click on any user to edit Showing records 1 through 7 of 7 Administrator Active 11 06 2008 8 09 AM tmadmin aol com New artieb yahoo com New egoldman01 yahoo com doe001 yahoo com New rseyfried yahoo com Active 10 31 2008 8 49 AM ben hagadorn systemsmadesimple com New esmith yahoo com Figure 24 Maintain Users Main Screen The Maintain Users Main window is divided into two sections Search Criteria
58. ial Exchange of Vital Events STEVE TM User ManualError Unknown document property name September 2009 messages In addition to the description for each activity listed the report will include the associated date MyEclipse Report Viewer STEVE E gt E Showing page 1 of 1 NIN vip Go to page Configuration Messages Report Date Range 10 16 2008 through 11 10 2008 10 16 08 10 16 08 10 17 08 10 17 08 10 17 08 10 17 08 10 17 08 10 17 08 10 17 08 10 17 08 10 17 08 10 17 08 10 20 08 10 20 08 Configuration request response published Configuration request response published Configuration request response published Configuration request response published Configuration request response published Configuration request response published Configuration request response published Configuration request response published Configuration request response published Configuration request response published Configuration request response published Updated Configuration loaded Configuration request response published Configuration request response published Figure 42 Configuration Message Report Connectivity Report The Connectivity Report will show a summary of connection status between trading partners gathered from the status of periodic heartbeat messages For each date included in the report STEVE will display the associated uptime and downtime related to connectivity to the selected partner s MyEclipse
59. ile 3 Each record in the filtered file is routed sent to the appropriate destination trading partner s and the user is returned to the STEVE home page Note Only non binary file types such as Roster and Mortality can be sent using the Send File to All screen This is because binary files e g Super MICAR contain no discernable routing information If the file fails validation for any reason STEVE will not send it Additionally the Send File to All screen will update to display the list of errors that prevented the file from being transferred to all trading partners File Information File Type Mortality o File Name MortalityTestGood TXT Close Records Processed 4 ee Show File Validation Status Validation Failed 0 A 1 Record Not Correct Length 5000 226 Record Not Correct Length 5000 226 Record Not Correct Length 5000 226 Fs 3 4 Record Not Correct Length 5000 226 4 Field Format FILENO Pos 6 Error 000000 FILENO Field Description Left 0 filled 000001 999999 Figure 7 Send File to All Error List September 2009 State and Territorial Exchange of Vital Events STEVE 15 TM User ManualError Unknown document property name The user will also be presented with a button labeled Show File Selecting this button replaces the list of validation errors with the contents of the selected file Any field that STEVE has flagged as erroneous will be highlighted in red File Information
60. ile into your TM After receiving the CM s network information file you must import it into your TM to finalize network communication In the area labeled Step 3 browse to this file and select the Continue button The TM will then load this network information into the database and send a message to the CM requesting the remaining information required to initialize the database File Types Recipients etc Step 1 COMPLETE You have successfully initialized your Trading Partner information You may move on to Step 2 or you may start over and re initialize your Trading Partner info if you feel you made a mistake Step 2 COMPLETE When you click on the Continue button STEVE will display a pop up window asking you if you want to open or save a file named TMexportFile Select SAVE This will create a file on your local PC which must then be emailed to the CM System Administrator This is a manual step Continue Step 3 Import CM info into your database CM Configuration File eclipse_projects Naphsis STEVE CMexportFile The file to be imported will be emailed to you by the CM administrator NOTE After importing the CM configuration file STEVE must wait to receive an initialization message from the CM before continuing This may take a few minutes During this time the current screen will remain displayed Figure 17 Initialize Network Communication Screen Step 3 This initial download of information
61. ill appear something like this Showing Records 1 through 33 of 33 If however your search returns more than 200 records then the top of the Search Results will appear like this Showing Records 1 through 200 of 506 Klal 1 CO Download ALL The controls in this area operate as follows H Displays the first 200 records returned by the search Displays the 200 records immediately preceding the 200 currently shown 1 Indicates the number of the first record shown in relationship to the total records that match the search criteria The user may change this value and STEVE will redisplay the contents of Overflow Mailbox window accordingly Displays the 200 records immediately following the 200 currently shown M Displays the last 200 records returned by the search Deletes all records returned by the search even those not currently displayed on the screen in the case where the search returned more than 200 records It should be noted that deleting records is a permanent action and deleted records cannot be recovered As such the user is first given a chance to cancel the Delete before it takes place DESTRUCTIVE ACTION Deleted Records Can Not Be Recovered Continue Delete Cancel DESTRUCTIVE ACTION If the user selects the Delete button on the warning popup then all records returned by the search are deleted from the STEVE database 1 e they are deleted from the mailbox Download
62. ioned in the section titled File Processing each file type has an associated Mailbox where STEVE places incoming files There will be one pre defined mailbox for each Recipient in the STEVE system A mailbox is a virtual entity it exists only in the TM database As such any file placed into a mailbox resides only inside STEVE and remains secure until being processed As with Inboxes Mailboxes may also be set up by the STEVE administrator as automatic This means that the mailbox has a default destination where files are to be placed automatically after being received and processed Click on any Mailbox to edit New Mailbox AIDS Registry FILE c STEVE mailbox AIDS_Registry Disabled Birth Defects Registry FILE c STEVE mailbox Birth_Defects_Registry Disabled Cancer Registry FILE c STEVE mailbox Cancer_Registry Disabled Child Death Fatality Review FILE c STEVE mailbox Child_Death_Fatality_Review Disabled Child Support Enforcement FILE c STEVE mailbox Child_Support_Enforcement Disabled Immunization Registry FILE c STEVE mailbox Immunization_Registry Disabled Infant Death Reviews FILE c STEVE mailbox Infant_Death_Reviews Disabled IRB Approved Research FILE c STEVE mailbox IRB Approved_Research Disabled Medicaid Enrollment FILE c STEVE mailbox Medicaid_Enrollment Disabled PRAMS FILE c STEVE mailbox PRAMS Active Requester FILE c STEVE mailbox Requester Active State Defined Federal Surveillance Federal Sur
63. ith my PHINMS Network Endpoint Selecting this option causes the System Configuration screen to display the PHINMS Network parameters that the user may update These parameters include Effective Date This 1s the date that you would like your changes to go into effect New URI This is the internet address that other TMs and the CM will send messages to when they want to communicate with your TM This address must be accessible from the internet TES Keystore File This 1s the Transport Layer Security or SSL keystore The key in this keystore will be used to secure the transmission of all data flowing over the internet This keystore must be PKCS12 format and have a 1024 byte RSA key TES Keystore Password This 1s the password for the TLS keystore file and the key itself Encrypt Keystore File The key in this keystore will be used to encrypt the files sent within the trading partner network Normally this will be the SDN obtained for the PhinMS installation This keystore must be in PKCS12 format and have a 1024 byte RSA key September 2009 State and Territorial Exchange of Vital Events STEVE 61 TM User ManualError Unknown document property name 62 Encrypt Keystore Password This is the password for the encrypt keystore and the key itself I m having communication problems and I d like to completely reinitialize my connection parameters Selecting this option allows the user to completely remove and reinitialize all of the PHI
64. l Exchange of Vital Events STEVE 13 TM User ManualError Unknown document property name SENDER i RECEIVER i I a i 5 File Inbox a a Fil a TM i TM l On the receiving side each file type has an associated Mailbox A mailbox is a virtual entity it exists only in the TM database As such any file placed into a mailbox resides only inside STEVE and remains secure until being processed As with Inboxes Mailboxes may also be set up by the STEVE administrator as automatic This means that the mailbox has a default destination where files are to be placed automatically after being received and processed In the case of an automated mailbox the user does not need to log into STEVE to get the data Default mailbox destinations may be one of two types e File Incoming files are placed in a designated directory on the server where STEVE is installed e FTP Incoming files are placed in a designated FTP site If however the Mailbox is not configured as automatic then files of the associated type must be removed from STEVE manually SENDER RECEIVER i E File Inbox a a f Eil i Mailbox TM TM The following sections describe the functionality associated with sending and receiving files in greater detail Sending Files There are two ways that files may be sent to another trading partner Automatically The STEVE system administrator has the ability to configure a file type as being sent
65. ll show low level detail of audited activities See the Audit Report in Appendix A for an illustration of this report Configuration Messages Report Selection of this menu item takes the user to the Configuration Messages Report Criteria window This is where the user must specify the date range to be used when running the Configuration Messages Report The Configuration Messages Report will show low level detail of configuration messages September 2009 State and Territorial Exchange of Vital Events STEVE 55 TM User ManualError Unknown document property name between the Trading Partners Examples include initialization messages archive restore messages IJE performance messages See the Configuration Messages Report in Appendix A for an illustration of this report Connectivity Report Selection of this menu item takes the user to the Connectivity Report Criteria window This is where the user must specify the date range to be used when running the Connectivity Report In addition the user may specify a trading partner for the report or may leave this criteria empty in which case all trading partners will be considered for the report The Connectivity Report will show a summary of connection status between trading partners gathered from the status of periodic heartbeat messages See the Connectivity Report in Appendix A for an illustration of this report Utilization Report Selection of this menu item takes the user to the Utili
66. n is where the system validates and commits all of the proposed changes that have been made to the various STEVE entities such as Filters Inboxes and Mailboxes For additional details on versioning see the section titled Versioning When the screen is initialized the list titled Pending Changes will display all the pending changes made to the versioned STEVE objects At the top of the screen is a button labeled Continue Selecting this button will cause STEVE to display the following Please enter a brief description of the changes included in this configuration Then select COMMIT to finalize this operation Description Commit The user is then required to enter a description for the changes included in the configuration If the user enters a description and selects the Commit button STEVE does the following 1 All of the pending changes are examined to make sure that they are valid and will work together with the other parts of the system 2 If all of the pending changes pass validation then the pending configuration is made the active configuration 1 e the system begins using the parameters defined in pending configuration 3 The parameters in the new configuration are sent to the CM so that the CM knows what the current operating parameters for this TM are The CM will then send any necessary parameters to the other trading partners in the network so they can update their database with information about your configuration cont
67. nialeacsvetulenetonvantebedesmamnaednets AEE 24 NGF SUOMI uaman e a a a N a a ceded 24 TR Chal ET D EE E E A E E E A AN E T A 24 Step HMitializ Network Communication iia iia 25 Step 2 System Conteuration Patameters espias copias 29 Steps Establish Pomts Ol Contatti aia 30 Siep 4 C On Cure INDO KES email E E 31 Inbox Manacement Detalla tt ai ai ai ai iS 31 SEP FESC On o e ELE a 34 Filter Detal SRC CI es E Ai 35 Conteo Erosram Tili See las 37 step 6 Establish System USES pr ii Rai 38 Creatine ING WU A ION 39 Edine ENS WONG SCL ponte icons dad eases Seabee emaaid 41 Step 7 Eontisure Malba 43 Mailbox Manacement Detail Screen ii AA AAA A A A AAA 43 Sepa Coni rure ACIS tea d tas 48 SEP I L ommi C Onn ura ON lidad 48 Completing TUMOR A ais 50 SLEVETM MENUS ti cti 50 Malbo POE ESO a ad 50 MI SO 50 WTC WOW atu 50 MOmitOmine and Reports tai a a a ansduaisacwetabontanaiinisewabanstsatbeasnes aie 55 Trans Misson QUE US sesir E a T leases 55 ACV REDO naa tlalnepantla cane 55 a A E E Tent Ce ert threenir renter tery rt 55 Configuration Messages REPOT si iS 55 Connect vi REPO naa dile 56 Utilization Report inada 56 Current Confio uration Report oriin a a ci 56 Performance and Timing Reporta a a a a 56 Manual File POCO cia 57 BS E A l EEEN NAE ELN E A EE EENE A AA EE EEEE EA AE EE EEES A E 57 validate E E E E N 57 SSEMMA SCR AUN Oe R o EE r ENE ER 58 Conaire AICS E a O II E 58 September 2009 State and Terri
68. nknown document property name System Configuration Information Save Close Partner Name Routing Code Active Configuration Parameters Points of Contact Network Communication Required Name Pat Metheny Title Phone 784 662 0198 Phone Alternate Email pmetheny yahoo com E Delete Contact Name Lyle Mayes Title Phone Phone Alternate Email Imayes rlok co com a Delete Contact Add Contact Figure 19 System Configuration Parameters Screen Point of Contact tab Step 4 Configure Inboxes This step can be accessed by clicking on Configure Inboxes in the Initialization Checklist The system will respond by displaying the Inbox Management Main Screen As mentioned in the section titled File Processing at its simplest level an inbox is nothing more than a directory on the server where STEVE is installed If the TM administrator has configured the Inbox as automatic then any file placed into the associated Inbox directory will automatically be pulled in and processed by STEVE If however the Inbox is not configured as automatic then files of the associated type must be sent manually using the STEVE user interface Each file type supported by STEVE will have an inbox automatically created when the system is installed Click on any Inbox to edit Inbox File Type Configured FetalDeath ITOP NewNatality Yess Figure 20 Inbox Management Main Scr
69. nue button in the box titled Step 2 This will cause the TM to create a file with all of your TM s Network Information and download it to your PC Your browser will then display a popup window similar to the following Note the exact look of the window may vary depending upon the browser you are using G File Download Security Warning i Do you want to open or save this file Name TMexportFile Type XML Document 2 32KB From localhost Open Save __Cancel _ potentially harm your computer If you do not trust the source do not D While files from the Intemet can be useful this file type can open or save this software What s the risk September 2009 State and Territorial Exchange of Vital Events STEVE 27 TM User ManualError Unknown document property name 28 Select the Save button to save this file to your PC You must then email this file to the STEVE CM system administrator Once the CM administrator has received your initialization file and imported it into the CM he will email you back a similar file containing all of the network information that your TM will need to communicate with the CM This exchange of information to from the CM is a manual step and requires that the TM administrator know the email address of the CM administrator When you have received the CM s network information file you can move on to Step 3 Step 3 Import the CM Network Initialization f
70. ped PhinMS App Server logs Location install_dir phinms appserver logs Actions delete previous daily logs but not the current log file September 2009 State and Territorial Exchange of Vital Events STEVE 69 TM User ManualError Unknown document property name Update Certificates The TM module uses two certificates a transport certificate TLS and the payload certificate Encrypt Generally the payload certificate is issued by NCHS and the Transport certificate is a commercial SSL certificate but they could be any valid digital certificate Regardless these certificates will eventually expire and need to be upgraded System Administration gt System Configuration Select the tab Network Communication Configuration Parameters Points of Contact Network Communication These are your current Network Parameters PARTY ID STEVE_TM1 Current URI tmilapp4 systemsmadesimple com 8443 receiver receivefile What would you like to do with your Network Configuration click to select 1 I d like to update one or more of the parameters associated with my PHINMS Network Endpoint 2 I m having communication problems and I d like to completely reinitialize my connection parameters 3 I d like to export my Network Endpoint information to a file I need to send it to the CM 4 I d like to manually import Network Endpoint information from a file Effective Date p New URI TLS Keystore File FN Browse
71. r includes e Alert Configuration e Filter Management e Inbox Management e User Management e System Configuration Mailboxes This is the list of mailboxes to which this user has been given explicit access by the TM Administrator Assigning a user to a mailbox is covered in the section titled Adding Mailbox Users The second version of the Maintain Users Detail window is displayed for all users who have a status of New Required Field User Information Last Name Smith er l You have already invited this individual to be a Email Address esmith yahoo com as ee STEVE system user System Roles El TM Administrator TM Operator Mailboxes No Mailboxes Selected The main difference between the two versions of the screen 1s that when a user has a status of New they have not yet completed their user registration and therefore have not yet specified their username or password Additionally when a user has a status of New the administrator can select the Re Invite button to send an email to the new user asking them to complete their STEVE user registration 42 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Step 7 Configure Mailboxes This step can be accessed by clicking on Configure Mailboxes in the Initialization Checklist The system will respond by displaying the Mailbox Management Main Screen As ment
72. rritorial Exchange of Vital Events STEVE 47 TM User ManualError Unknown document property name Step 8 Configure Alerts This step can be accessed by clicking on Configure Alerts in the Initialization Checklist The system will respond by displaying the Configure Alerts Screen Click on any Alert to edit the distribution list Alert Type o Distribution List aes gt 2 rseyfried yahoo com a ben hagadorn systemsmadesimple com ecmithfwvahnan cam PHINMS Error rseyfried yahoo com egoldman01 yahoo com ben hagadorn systemsmadesimple com Internal Error Figure 30 Configure Alerts Screen At present there are three pre defined alert types Processing Error Refers to alerts that get sent when STEVE runs into an error processing files that it is sending or receiving PHINMS Error Refers to alerts that get sent when STEVE runs into an error dealing with PHINMS Internal Error Refers to alerts that get sent when STEVE runs into errors in general operations 1 e not related to PHINMS or file processing For each type of alert the user is required to specify a value for Suppress Minutes This is the number of minutes that STEVE will refrain from generating additional email messages after having sent one This prevents the system from generating copious volumes of email messages and potentially filling a user s email account with repetitive unnecessary messages The Distribution List field identifies the STEVE user
73. s who are to receive email messages when the associated alert is generated This list can be modified by clicking on the Alert Type column Step 9 Commit Configuration 48 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name This step can be accessed by clicking on Commit Configuration in the Initialization Checklist The system will respond by displaying the Commit and Send Screen PLEASE READ AND UNDERSTAND THE FOLLOWING INSTRUCTIONS BEFORE CONTINUING If you elect to continue and commit the proposed configuration changes the system will do the following Replace the set of Current configuration parameters the set of Proposed configuration parameters This information includes File Types Recipients etc Send the updated configurations parameters to all Trading Partners for their immediate use ARE YOU SURE THAT YOU WANT TO CONTINUE You will be given a chance to abort this operation before changes are finalized Continue Pending Changes Inbox Changed File Source Mortality changed to c STEVE inbox Mortality Inbox Changed File Source ITOP changed to c STEVE inbox ITOP Mailbox FetalDeath NCHS changed for recipients NCHS Mailbox PRAMS PRAMS changed for recipients PRAMS Mailbox FetalDeath Vital Records changed for recipients Vital Records Figure 31 Commit and Send Screen The Commit and Send scree
74. sage Repo las 65 Fieure 44 Utilization Re DO eee eee 66 Picure 457 Current Conticuraton REPO N oan eae 67 Figure 46 Pertormance and Timins RENO nasa 68 September 2009 State and Territorial Exchange of Vital Events STEVE V TM Error Unknown document property name Reference to Tables Table 1 Acronyms used in this document sissien an a aa 8 vi State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Introduction This document provides a functional overview for the State and Territorial Exchange of Vital Events system Transformation Module user interface STEVE TM Definitions Acronyms and Abbreviations This table contains common acronyms that may be used in this document or otherwise represent significant components used in the development of the STEVE product oN mu Trading Partner A State or Territory that is connected to the STEVE network and can send receive Vital Event files Mailbox The storage area within STEVE where files received from other trading partners are kept until being processed Inbox The location method by which outgoing files are initially pulled into the STEVE system Table 1 Acronyms used in this document Overview The State and Territorial Exchange of Vital Events system STEVE enables the exchange and tracking of Vital Event data among participating trading partners Validation routing and filtering capabilities are
75. sed when searching the database for matching files e Status The status of the files This will either be New Files with a status of New have not yet been retrieved from the mailbox Processed Files with a status of Processed have already been retrieved from the mailbox However STEVE does not automatically delete files after they have been retrieved by the user This allows the user to re retrieve then again at a later date e File Name The name of the file in the mailbox By default when the Mailbox Details window is initially displayed the Status search field will be set to New and all other search fields will be left blank Any field left blank is treated as ALL Selecting the Search button will cause STEVE to search the database for records that match the specified criteria Selecting the Reset button will reset the search criteria to its default state This section of the window displays all of the entries in the mailbox that match the set of Search Criteria By default the Search Results table will show at most 200 records at a time If your search returns less than 200 records then the top of the Search Results will appear something like this Showing Records 1 through 33 of 33 If however your search returns more than 200 records then the top of the Search Results will appear like this Showing Records 1 through 200 of 506 1444 1 GC Download ALL State and Territorial Exchange of Vital Events STEVE Sept
76. ser ManualError Unknown document property name September 2009 De selects all of the records in the list The user may also manually de select individual records by clicking on the checkbox next to the filename Deletes the selected records It should be noted that deleting records is a permanent action and deleted records cannot be recovered As such the user is first given a chance to cancel the Delete before it takes place DESTRUCTIVE ACTION Deleted Records Can Not Be Recovered Continue Delete DESTRUCTIVE ACTION If the user selects the Delete button on the warning popup then all selected records are deleted from the STEVE database 1 e they are deleted from the mailbox Downloads the selected records to the user s PC See the description of the Download ALL button for additional details all of the functionality for that button applies here as well State and Territorial Exchange of Vital Events STEVE 23 TM User ManualError Unknown document property name Configuration and Administration This section of the STEVE TM User Manual deals with the steps that must be performed to configure the TM for use Until initial setup and configuration has been completed no users other than the TM administrator will be allowed to access the website The intended audience for this section of the user manual is the administrator of the TM website application who would be responsible not
77. ss them The user may then delete or download the selected records using the Delete and Download buttons respectively The user may also manually select individual records by clicking on the checkbox next to the filename De selects all of the records in the list The user may also manually de select individual records by clicking on the checkbox next to the filename Delete Deletes the selected records It should be noted that deleting records 1s a permanent action and deleted records cannot be recovered As such the user is first given a chance to cancel the Delete before it takes place DESTRUCTIVE ACTION Deleted Records Can Not Be Recovered Continue Delete DESTRUCTIVE ACTION If the user selects the Delete button on the warning popup then all selected records are deleted from the STEVE database 1 e they are deleted from the mailbox Downloads the selected records to the user s PC See the description of the Download ALL button for additional details all of the functionality for that button applies here as well Selecting the Send button causes STEVE to attempt to resend the selected file s to the intended recipient s State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Monitoring and Reporting The items in the Monitoring and Reporting menu are used to access the various report related screens in th
78. t least one numeric character Welcome to the State and Territorial Exchange of Vital Events STEVE Website Username tmamdin Password el Forgot your password You have agreed to the Terms and Conditions of this website Figure 2 Login Page 10 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name STEVE Home Page The STEVE Home Page is displayed when the user initially logs into the web site State and Territorial Exchange of Vital Events N NADL Trading Partner Summary y sles ax au ar Jas az calcofcrfoc oe New York State Partner Status PHINMS Status 4 ce Y Regla Washington DC PSI d aprh ue Nori Not Connected to Network Mailbox Processing Okianoma ans lt lt ET ul not Active loa a ss Active and Running AAA It bj a WR isa a Stopped P iise P Active with Errors You have 506 new records Trading Partner Details Message Traffic Last 30 Days Select Status UN Tradi n g Contact Info Figure 3 STEVE Home Page Rec d 10 02 10 09 10 16 10 23 10 30 Common Links and Navigation The top toolbar and left hand navigation area are always available regardless of where you are in the application The top toolbar displays the name of the current user TM Administrator in this example and up to five buttons labeled Help Home Checklist My Profile and Log Out Help Sel
79. ted that there are limitations to using the Download ALL button STEVE will only allow all records to be downloaded at once if they are all non binary and of the same file type If the current set of search results includes one or more binary files or 1f the current set includes records of multiple file types STEVE will display a warning message and the download will not be allowed If the set of search results are all of the same file type and are non binary in format then STEVE will do the following 1 All of the records in the current set of search results will be concatenated into a single file and downloaded to the user s September 2009 State and Territorial Exchange of Vital Events STEVE 21 TM User ManualError Unknown document property name PC Your browser will then display a popup window similar to the following Note the exact look of the window may vary depending upon the browser you are using f File Download Do you want to open or save this file Name TestFile_02 txt Type Text Document 28 bytes From localhost open save tence While files from the Intemet can be useful some files can potentially 2 harm your computer If you do not trust the source do not open or save this file What s the risk Selecting Save will then save this file to your PC 2 The status of all downloaded records will then be changed to Processed It must be noted that STEVE does not a
80. then all versioned data such as Filters Inboxes and Mailboxes are restored to the selected version Configure Filters gt Mandatory Filters A complete description of the windows and the associated functionality can be found in the section titled Configure Mandatory Filters Configure Filters gt Program Filters A complete description of the windows and the associated functionality can be found in the section titled Configure Program Filters Inbox Management A complete description of the windows and the associated functionality can be found in the section titled Configure Inboxes Mailbox Management gt Configure Mailboxes A complete description of the windows and the associated functionality can be found in the section titled Configure Mailboxes Mailbox Management gt Manage Destinations Selecting this item from the menu causes the STEVE application to display the Manage Destinations Main Screen September 2009 State and Territorial Exchange of Vital Events STEVE 59 TM User ManualError Unknown document property name Click on any Destination to edit New Destination Destination Name c STEVE inbox FetalDeath c STEVE inbox ITOP c STEVE inbox Mortality c STEVE inbox NewNatality c STEVE inbox OldNatality c STEVE inbox Roster c STEVE inbox SuperMICAR c STEVE mailbox AIDS_Registry c STEVE mailbox Birth_Defects_Registry c STEVE mailbox Cancer_Registry c STEVE mailbox Child_Death_Fatality_Review c STEVE m
81. this inbox Current Inbox Configuration File Type Mortality Enabled Yes Source Directory c STEVE inbox Mortality Alert List No Alert List Defined Close Selecting the Undo button undoes any changes that the user has made to the proposed version of the inbox In other words the parameters associated with the proposed version of this inbox are all reset to the values currently in use The Inbound Source window is displayed when the user selects the either the New Source or Edit Source button on the Inbox Management Detail Screen This is where the user specifies all of the parameters associated with source directory where STEVE will automatically look for files to process and send for a given inbox file type Source Name File Age Before Reading Milliseconds Endpoint Name Filename Output September 2009 This is the name used for the source when it appears in any dropdown list This is a required field This is how long a file must sit in the directory before being eligible for processing This can prevent large files from being processed before they re finished writing The name to be used for this endpoint The pattern used to name this file Valid replacement fields include State and Territorial Exchange of Vital Events STEVE 33 TM User ManualError Unknown document property name Pattern DATE DATE 08 10 2008 ORIGINALNAME UUID SYSTIME COUNT FILETYPE File Path
82. tinue Figure 15 Initialize Network Communication Screen Step 1 Connecting to the STEVE CM is a three step process and each step must be completed in order 26 Step 1 Enter your Network Endpoint information This is where the administrator enters all of the information necessary to create the local PHINMS network endpoint Fields that must be specified are URI TLS Keystore File TLS Keystore Password Encrypt Keystore File This is the internet address that other TMs and the CM will send messages to when they want to communicate with your TM This address must be accessible from the internet This is the Transport Layer Security or SSL keystore The key in this keystore will be used to secure the transmission of all data flowing over the internet This keystore must be PKCS12 format and have a 1024 byte RSA key This is the password for the TLS keystore file and the key itself The key in this keystore will be used to encrypt the files sent within the trading partner network Normally this will be the SDN obtained for the PHINMS installation This keystore must be in PKCS12 format and have a 1024 byte RSA key Encrypt Keystore Password This is the password for the encrypt keystore and the key itself State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Selection of the Continue button will cause the STEVE TM to initialize your local endpoint
83. tionality can be found in the section titled Configure Alerts Version Management gt Commit and Send A complete description of the windows and the associated functionality can be found in the sections titled Validate Configuration and Versioning Version Management gt Rollback The Rollback screen allows the user to rollback to a previous configuration of TM system parameters See the section on Versioning for additional details on configuration versions 58 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name PLEASE READ AND UNDERSTAND THE FOLLOWING INSTRUCTIONS BEFORE CONTINUING If you elect to continue and roll back to a previous configuration the system will do the following Replace the set of Current configuration parameters the selected set of Previous configuration parameters This information includes File Types Recipients etc Send the updated configuration parameters to all Trading Partners for their immediate use Select the previous configuration that you would like to roll back to Changed the users for the PRAMS mailbox 11 10 2008 a E test 11 06 2008 E E user manual 11 06 2008 Rollback Figure 37 Rollback Screen After selecting the version to which you would like to return the STEVE application select the Rollback button The user is the prompted to confirm the rollback If the user confirms the rollback
84. to export the entire report to a file of one of the following formats xls 1 e Excel Postscript PDF Word Powerpoint Print button Selection of this button allows the user to print the report Takes the user to the first page of the report Takes the user to the previous page of the report Takes the user to the next page of the report Takes the user to the last page of the report Takes the user to the specified page of the report State and Territorial Exchange of Vital Events STEVE 63 TM User ManualError Unknown document property name Activity Report The Activity Report will show low level detail of various types of system activity In addition to the description for each activity listed the report will include the associated date and time user and duration MyEclipse Report Viewer STEVE 3 E E Showing page 1 of 6414 did gt l Go to page Date Range 10 01 2008 through 11 10 2008 Activity Report Oct 13 2008 10 59 PM Message Transport Stopped system 11 04 15 Oct 13 2008 10 59 PM Network Endpoint connection down system 11 04 20 Oct 14 2008 10 04 AM Message Transport Running system 02 21 44 Oct 14 2008 10 04 AM Message Transport send a message system 00 00 00 Oct 14 2008 10 04 AM Configuration request response published system 00 00 00 Oct 14 2008 10 04 AM Network Endpoint connection down system 02 21 39 Oct 14 2008 10 04 AM Message Transport send a message system 00 00 00 Figure
85. torial Exchange of Vital Events STEVE 111 TM Error Unknown document property name Version Management gt Commit and Send ccccecssceccceeeccceceeeaaseeesssesecceeeeeeeesaeaaaasaesseeeeeeeeess 58 Version Manacemient gt ROM ACK iid titi 58 Conbioure Filters gt Mandato FU ters candado 59 Conti cure Fillers gt Prostrani FPES ui dido 59 Inbox Manicomio a 59 Mailbox Management gt Configure Mailboxes ooooooonnnncccnncnnnononononnnnonononnncnnnnnnnnnnnnnnnnononaninnnennnss 59 Mailbox Management gt Manage Destinations cccccccccccccccceeseseesseeeeeeceeceeeeeseeaaaassseseseeeeeeeess 59 security Vianagement gt Mainta ii USCIS aan did 60 System CONS Uta ep o nta 60 A A II T ET EE 61 Pomts of C ondol mioceen ee a iii 61 NetWwotl COMO ot li rs 61 APPENDIX A REPORT DESCRIPTIONS cise tne dd ice 63 common Controls sao io ia aan oacea scan esc ace ws icaaansa scene ame 63 Ned AA O A ar eer ewer retry srt ah 64 AU ERCDON OUR creer PE e In A eee eater a mere ter ene aeeeet retereer terre 64 Contours Uon Messages REDO ari tii 64 Connecti Report la id 65 Galato ARC DO dad dildo dil 66 Current Contisuralion REPO lila dvds 67 Performance and Tintas REPON aid at 68 APPENDDOB TM OPERATIONS GUIDE iucsiraouica trillado cito aa 69 Maine nan E sae a ti ii 69 Stoppine Star Ne Applied Oesia a iia 69 Los Ele Clair naa ads 69 Update Cer NC AUC ra aaa 70 Backup nd RECO VEL aa aaa dia 71 Application S GEV le ana
86. utomatically remove records from the mailbox when they are manually downloaded 1 e does not delete them from the database It is the responsibility of the user to go back and delete them when they are no longer needed in the mailbox 3 STEVE will re execute the search using the criteria specified in the Search Criteria area and display any matching records Therefore if you downloaded records that were marked as New the search results should come back minus those records since they transitioned to Processed when the download was executed As opposed to the controls that appear at the top of the search results area Delete ALL and Download ALL the controls at the bottom of the search results area operate only on those records currently displayed in the search results In other words regardless of how many records your search returned in total the controls at the bottom of the window operate only on the 200 max records displayed in the results list This allows the user more fine grained control over how records are processed These controls operate as follows Select All Selects all of the records in the list but does not process them The user may then delete or download the selected records using the Delete and Download buttons respectively The user may also manually select individual records by clicking on the checkbox next to the filename 22 State and Territorial Exchange of Vital Events STEVE September 2009 TM U
87. validation errors with the contents of the selected file Any field that STEVE has flagged as erroneous will be highlighted in red September 2009 State and Territorial Exchange of Vital Events STEVE 17 TM User ManualError Unknown document property name File Information File Type Mortality File Name MortalityTestGood TXT Close Records Processed 4 ad Hide File Validation Status Validation Failed 2008NY1234560 ORobert AJohnson 2008NY6543210 DElizabeth BMcKenzie 2008NY 034560 OJohnathan CElsworth 2008NY0000000 OBenjamin Dwilson Figure 11 Send File to Requester Highlighted Error Fields Receiving Files Files that are received from another trading partner may be removed from a mailbox in two ways Automatically The STEVE system administrator has the ability to configure the mailbox for any file type as being processed automatically This simply means that the administrator has identified a location either a directory or an FTP site where STEVE is to automatically place any files that are received into that mailbox Manually The STEVE system administrator has the ability to configure the mailbox for any file type as being processed manually This simply means that files which are received into that mailbox are not automatically processed removed Users with the correct system privileges may then access the mailbox via STEVE and download the associated files directly to their own PC Users who may ac
88. veillance 2 Manual Proposed State Defined Federal Surveillance pee Test Mailbox 1 FILE c STEVE mailbox Health_Start_Program Active State Defined Healthy Start Healthy Start 1 Manual Proposed Vital Records FILE c STEVE mailbox Vital_Records Active Figure 27 Mailbox Management Main Screen To edit the detailed information for any mailbox simply click on the associated recipient displayed in the list The user may also click on the New Mailbox button displayed at the top of the screen to create a new mailbox NOTE new mailboxes may only be created for state defined recipients i e Healthy Start Program Private Sector Organization and Other State Operated Federal Surveillance Program Mailbox Management Detail Screen If the user clicks on a Recipient in the list displayed on the Mailbox Management Main Screen or selects the New Mailbox button the application responds by displaying the Mailbox Management Detail Screen September 2009 State and Territorial Exchange of Vital Events STEVE 43 TM User ManualError Unknown document property name Required Field Proposed Configuration Version 2 Recipient Vital Records Associated File Types FetalDeath ITOP Mortality NewNatality OldNatality Roster Mailbox Status Active v D Automated Yes v Default Destination c STEVE mailbox Vital_Records y New Dest Edit Dest 2 Accessed By No Mailbox Users Selected
89. ves all changes made to the proposed Filter and Selecting the Undo button undoes any changes that the user has made to the proposed version of the Filter In other words the parameters associated with the proposed version of this filter are all reset to the values currently in use Delete Selecting the Delete button deletes the current Filter from the database both the proposed and current versions Since this is a permanent action the system requires that the user confirm this action DESTRUCTIVE ACTION Deleted Filters Can Not Be Recovered Continue Delete Cancel DESTRUCTIVE ACTION If the user selects the Delete button the filter is removed from the database and the user is returned to the Configured Filters Main Screen NOTE if the user deletes a Mandatory filter then the system will take the user to the Checklist screen once the deletion has been completed The user will then be required to configure any missing Mandatory filters Configuring Program Filters The functionality associated with configuring program filters is virtually identical to that of configuring mandatory filters with the following exception In addition to specifying the fields that are to be included as part of the filter the user has the ability to apply record level filtering as well When the Filter Detail screen is displayed for a Program filter there will be a section titled Apply Record Level Filter at the top of the window
90. zation Report Criteria window This is where the user must specify the following criteria to be used when running the Utilization Report e Trading Partner e File Type e Recipient e Activity Date Range The Utilization Report will show information detailing the use of the system for IJE transfers See the Utilization Report in Appendix A for an illustration of this report Current Configuration Report As this report has no search criteria selection of this menu item takes the user directly to the Current Configuration Report which details the various system parameters currently in use by the TM See the Current Configuration Report in Appendix A for an illustration of this report Performance and Timing Report Selection of this menu item takes the user to the Performance and Timing Report Criteria window This is where the user must specify the following criteria to be used when running the Performance and Timing Report Trading Partner File Type Recipient Activity Date Range The Performance and Timing Report will provide information on the performance or average performance of each process performed during the IJE process See the Performance and Timing Report in Appendix A for an illustration of this report 56 State and Territorial Exchange of Vital Events STEVE September 2009 TM User ManualError Unknown document property name Manual File Processing The Manual File Processing menu is used to access the functionality

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