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P20 WIN User Manual: Agency Administrator (Data Steward) User
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1. StudentMatch v zu SASID 4 The description will be immediately updated in the MDE and the update will display in the UI 5 1 4 Adding a table To a table execute the following steps 1 Gotothe Agency Tables tab and click the Add button at the bottom left of the page Open Source for Clinical Research OpenClinica Data Source Agencies Tables Metadata Information Datafield Value Domains Logging View Setup Editor gu Table Agencies Tables w Show all Exact phrase Oaliwords Any word Search StudentNSCGradMajor_v StudentNSCCollege v StudentTest v StudentYearlyAttendance v StudentFacility1 v StudentReportingDistrict v StudentResearch v SASID SASID 2 Enter the information in the boxes provided and click the Add button OpenClinica Open Source for Clinical Research Agencies Tables Metadata Information Data Source Setup Editor Add to Table Agencies Tables Go Back 3 The table will now display the MDE but you will need to initialize the system for it to display in the UI 5 1 5 Adding a field To add a field execute the following steps 1 Goto the Metadata Information tab and click Add at the bottom left of the table 9192 PII Id INT eee SDE StudentNSCCellege v PII Id a 3x 9193 PI
2. To filter a Remote Data Fields table by text in columns execute the following steps 1 Click the Admin tab which will bring you to the Remote Data Fields screen Scroll down to the table for the data source that you wish to view 3 Enter the text by which you would like to search in the box es directly under the column heading s 4 The table will now only display elements that contain the entered text in that column or columns P2 Wi N P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK REMOTE DATA FIELDS MONITOR SYSTEM Manage Remote Data Fields ConnSCU_CSU Overview ConnSCU CSU Show hide columns Show 10 entries Search all columns Name Description Data Type Valuedomain Identified Change Approval Change Visibility 4 Referential Foreign Key to identify program record necessary for links ito CSU Program v ICSU Graduation V CSU Academic sum v Referential Foreign Key to identify a program record necessary for links ICSU Progg to CSU Program v ICSU Graduation V CSU Academic sum v nique Identifierfor each record A surrogate key May not be displayed the Front end reports as it should only be used for backend joins For now can we use DHE Code as the ICSU Proof D Unique Key Yes DHE Code is used as Unique Key and replicated in this field necessary for links to C
3. Classification of Instructional Program Code The CIP code that applies to the major The Classification of linstructional Program CIP codes jare six digit codes in the form that identifies instructional program specialties within educational linstitutions http inces ed govlipeds cipcode Default aspx y 55 The CIP code that applies to the major The Classification of Instructional Program CIP codes jare six digit codes in the form that identifies instructional program Disapprove specialties within educational institutions http Inces ed goviipeds cipcode Default aspx y 55 A unique identifier that combines students system assigned PIDM with a code for the institution The Intitution code is concatenated CSU ConnSCU ID with tne student PIDM to distinguish Varchar2 false individuals across all institutions Necessary for links between all tables except CSU Fund CSU Term CSU Program ne CSU CIP Code Description CSU CIP Code of Major Disapprove Make Invisible CSU CIP Code of Major Make Invisible Disapprove Make Invisible idantifiarthateamhinas T 2 Identify the data field that you wish to approve and click the Make Visible button in the Change Visibility column you may need to scroll to the right to view this column Search all columns Description CDE g DataType Value domain amp identifie
4. ICSU Code of Major archar2 lralse e Disapprove Make Invisi IV Value domain CSU CIP Code of Major archar2 false Disapprove Make Invisi Identified pe b pe Deep Tp ICSU ConnsCU ID false e Disapprove Make Invisi 7 visible CSU ConnSCU ID d lralse E Desppiuvel Bee T change Approval ICSU ConnSCU ID ct Ise tr Disapprove Make Invisi Change Visibility CSU ConnSCU ID arcl lfalse Disapprove Make CSU Current Attempted Academic Credits raise a pane Make Invisible Showing 1 to 10 of 112 entries 3 To show a column that is hidden click the associated check box The column will now be shown in the Data Management table P20 WIN REMOTE DATA FIELDS MONITOR SYSTEM P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK Manage Remote Data Fields ConnSCU CSU Overview ConnSCU CSU Show 10 entries name description cde value domain identifiec Search all columns Description CSU CIP Code Description CSU CIP Code Description ICSU CIP Code of Major lassification of Instructional Program Code lassification of Instructional Program Code ie CIP code that applies to the major The Classification of Instructional Program CIP codes six digit codes the form 200000 iat identifies instructional program specialties within educational l
5. Agency Administrators will use two applications to accomplish P20 WIN data management tasks the Meta Data Editor MDE and the P20 WIN User Interface UI The Metadata Editor is used for the following tasks gt Initial data source set up Adding tables or fields to existing data sources Entering or editing Metadata MDE user management VV NON The P20 WIN Ul is best used for Reviewing contributed data fields and their metadata Altering data field properties System Monitoring V NON Disabling Enabling Agency data source s Contains passwords for the remote to authenticate to the main application Note the MDE also has a Logging View page This page is not used in data management but exists for system administration purposes only 2 0 Using the Metadata Editor The purpose of the Metadata Editor MDE is to provide an interface for defining the data contributed to the P20 WIN system The MDE can also be used to make some changes to existing data source definitions The first P20 WIN data management task is the initial definition of the contributed data source in order to successfully and securely connect it to the P20 WIN system Agency Administrators accomplish this task using the MDE Any time after a data source is connected to the P20 WIN system it is possible to make changes to the data definition including changing data field properties metadata and adding or removing data fields or entire tables Some of the
6. Approved and Visible to True or False The level of access to each field by the Requestors and by the application itself is based upon a combination of the status of these fields The settings of Identified Approved and Visible have the following effect on field utilization Identified True The field is marked as an identifier and can be used for matching only The field will never be available for selection in a query May or may not be visible depending upon its Visible setting False The field is not marked as an identifier and may or may not be used in queries depending upon its Approved setting This field may or may not be visible depending upon its Visible setting Approved True The field is available for use in queries This field may be visible or invisible to Requestors depending upon its Visible setting False The field is not available for use in queries This field may be visible or invisible to Requestors depending upon its Visible setting This field is always set to false for fields marked as identifiers Visible True The field is visible to Requestors browsing metadata and building queries False The field will not be displayed in metadata tables 5 3 1 Setting Identified property A field s Identified setting is determined at data source set up and cannot be altered through the Remote Data Fields table To change a field s Identified setting please use th
7. Cnanye Visibility g name Jescriptior cde data type value domain Jentifiec approved visible IReferential Hentify a student EY for links CSU ConnSCU ID between all tables except Varchar2 false true Disapprove Make Invisible ICSU_Fund CSU_Term CSU Program IReferential pentify a student record SERD Ak CSU ConnSCU ID between all tables except Varchar2 false rue Disapprove Make Invisible CSU_Fund CSU Term CSU Program Referential Fo entity a student record WecessasfTor links CSU ConnSCU ID between all tables except Varchar2 false true Disapprove Make Invisible CSU Fund CSU Term CSU Program Referential Foreign Key to identify a program record necessary for links CSU De ito CSU Program v Varchar2 false true Disapprove Make Invisible ICSU Graduation V CSU Academic Referential Ford niya CSU Graduation Term Code EU Varchar2 false true true Disapprove Make Invisible Referential Foreign Key to identify program record necessary for links ICSU Progr Se lto CSU Program v Varchar2 false Disapprove Make Invisible CSU Graduation V CSU Academic sum v 5 Toreturn to the complete table simply delete the text in the filter box 5 2 5 Showing Hiding Data Management Columns Users may hide or show colu
8. ConnSCU CSU Show 10 entries CSU CIP Code Description Program Code Show hide columns Search all columns Description DataType Valuedomain identified lassification of Instructional Disapprove Make Invisible CSU CIP Code of Major The CIP code that applies to the major The Classification of linstructional Program CIP codes jare six digit codes in the form that identifies instructional program specialties within educational institutions http inces ed govlipeds cipcode Default aspx y 55 Disapprove Make Invisible ICSU CIP Code of Major The CIP code that applies to the major The Classification of linstructional Program CIP codes are six digit codes in the form that identifies instructional program specialties within educational institutions http inces ed govlipeds Icipcode Default aspx y 55 Disapprove Make Invisible CSU ConnSCU ID A unique identifier that combines students system assigned PIDM with a code for the institution The Intitution code is concatenated with tne student PIDM to distinguish Varchar2 false individuals across all institutions Necessary for links between all CSU_Term CSU_Program Disapprove Make Invisible ables except CSU_Fund nimia identifier thateamhinas 2 Identify the data field that you wish to ap
9. INFORMATION NETWORK REMOTE DATA FIELDS MONITOR SYSTEM Manage Remote Data Fields ConnSCU CSU Overview ConnSCU CSU Show hide columns Show 10 entries Search all columns Description Approved Visbe Change Approval Change Visibility z Classification of Instructional m The CIP code that applies to the major The Classification of linstructional Program CIP codes jare six digit codes in the form that identifies instructional program specialties within educational linstitutions http Inces ed govipeds cipcode Default aspx y 55 The CIP code that applies to the major The Classification of Instructional Program CIP codes six digit codes in the form that identifies instructional program specialties within educational linstitutions http inces ed govipeds cipcode Default aspx y 55 A unique identifier that combines students system assigned PIDM with a code for the institution The Intitution code is concatenated CSU ConnSCU ID with tne student PIDM to distinguish Varchar2 false individuals across all institutions Necessary for links between all tables except Fund CSU Term CSU Program a nimia idantifiar that enmhinac T ICSU CIP Code of Major Disapprove Make Invisible Make Invisible CSU CIP Code of Major Disapprove Disapprove Make In
10. SDE StudentFacilityi_v PIIA IP 4 ed mm E Long P lal 3202 Percentile ReportingDistrict tinyint Integer SDE StudentTest v Percentile ReportingDistrict ar 1 1 Todd 1 9198 TestTrackingNum char Text SDE StudentMatch v TestTrackingNum Prax ear portion of Date of Birth from last Im cu Em E li 9114 BirthYear reporting distictenited CHAR 4 Test SDE StudentResearch v BirhYear Pea X A person having origins in any ofthe nrininal neanle of the Far Fact Southeast 1 oxir rx las 2 Click on the edit button for the variable that you wish to edit OpenClinica Open Source for Clinical Research DataSource Agencies Tables Metadata Information Datafield Value Domains Logging View Users Logout Setup Editor Table Metadata Information C3 8 d 9 amp Search Table Name Please Select gt Search Show all Exact phrase All words Any word 9101 SASID State Assigned Student ID CHARGO 7 Text StudentMatch v SASID 7 5 x 9201 Percentile_State tinyint o Eeh SDE StudentTest v Percentile State P Tax A person having origins in any ofthe original peoples of 9136 prime oe en der preemies BIT Integer SDE StudentResearch_v AmericanIndianOrAlaskaNative D x or community attachment t T 3 Change the simple name on the ed
11. a field name Changing a friendly name Changing a field description Adding a table Adding a field Ww Pwn bP Requires initialization for change to take effect All other tasks should be accomplished via the User Interface These tasks include Manage visibility and approval status of contributed fields System connectivity status monitoring System configuration monitoring poer Enabling and disabling a data source 5 1 Data Management Using the MDE 5 1 1 Changing a field name To change the name of a field execute the following steps 1 Click on the Metadata Information tab OpenClinica Open Source for Clinical Research Data Source Agencies Tables Metadata Information Datafield Value Domains Logging View Users Logout Setup Editor Table Metadata Information C3 EP 19 9 89 Search Table Name Please Select 5 Search C Show all Enact phrase 2 All words O Any word df mdataid Simple Name Description Type 1s Identifier Data Type Dataset Table Name Field Name n a 9101 SASID State Assigned Student ID sasid 10 Text SDE StudentMatch v SASID Long 9201 Percentile State tinyint Imeger SDE StudentTest v Percentile State Da A person having origins in any of the Asancan Indiad Or Alska Native original peoples of North and South America 9136 Ethnicity including Central America and who BIT Integer SDE StudentResearc
12. field type as defined in the source database Is Identifier check if this field is considered to be an identifying field leave unchecked if this field is not considered to be an identifying field Data Type select from dropdown the CHIN data type based upon the field type from the source database Dataset select data set name from drop down Table Name select the table name from drop Field Name enter the field name as it is listed in in the source database OpenClinica Open Source for Clinical Research DataSource Agencies Tables Metadata Information Datafield Setup Editor Add to Table Metadata Information Go Back Please Select w Please Select Please Select Please Select m 3 After information for each field has been entered click Add which is found on the bottom left of the screen You may then enter information for another field 4 Continue to add fields until your configuration set up is complete 3 4 Data field Value Domains The fourth page of the application titled Datafield Value Domains is used to set the domain values for particular fields As of 12 31 13 this page of the application is not used in P20 WIN For more information on the page please contact the P20 WIN Administrator at ConnSCU P20WIN Admin ct edu 3 5 Post MDE Use Activities After using the MDE to define the data source configuration the following tasks must be completed for the changes to
13. register and for the system to function properly 1 Initialization The system must be initialized following any changes made through the MDE Data source configuration will update in the system unless it is initialized Please contact the P20 WIN System Administrator once your work with the MDE is complete and you are ready for the system to initialize 2 Verify Update Login to the P20 WIN UI to verify that the configuration defined through the MDE are displaying as expected in the system 3 Error Resolution Research and resolve any errors 4 0 User Management MDE Administrators Only The last page of the application is the User Editor Tool This tool will allow you to add and edit existing users as well as to set the permission levels of users User accounts for the Meta Data Editor are set under this tab Also set under this tab are accounts for main servers to connect to remote modules These accounts have the user name of remote Please do not delete or edit the remote accounts Changes made thorough the MDE changes to user accounts do not require that the system be initialized 4 1 Main Users Screen The user page contains several basic features to add change and remove users OpenClinica Open Source for Clinical Research Data Source Agencies Tables Metadata Information Datafield Value Domains Logging View Setup Editor Table User Options B ei E Search Exact phrase All words Any word
14. to Requestors and False will appear in the Visible column Manage Remote Data Fields ConnSCU CSU Overview ConnSCU CSU Show hide columns Show 10 entries Search all columns Name Description CDE Data Type amp identified Approved Visible al Change Approval Change Visibility pem IBI RE een Make Invisible The CIP code that applies to the major The Classification of Instructional Program CIP codes are six digit codes in the form CSU CIP Code of Major that identifies instructional Cisse Disapprove program specialties within Disapprove PIDM to distinguish individuals across all institutions Necessary ffor links between all tables lavcant CSI Enna CGI Tarm 5 4 Operational Configuration and System Monitoring Information about operational configuration is available on the System Configuration and System Monitoring pages of the Admin tab Information on this page includes software versions connectivity status of the main and remote applications etc 5 4 1 Viewing Operational Configuration The first section of the System Configuration page displays the version of PZOWIN Software that is installed at the Main and at each Remote site The second section displays the version of server software Tomcat installed throughout the Main and Remote sites as well as the ports used to access Tomcat for administration an
15. you sure that you want to disapprove the field Are you sure you wantto disapprove the field C 4 The field will no longer be approved for use in queries and False will appear in the Approved column Manage Remote Data Fields ConnSCU CSU Overview ConnSCU CSU Show hide columns Show 10 entries Search all columns Name Description a g Data Type Value domain amp 4 Identified Approved Visible amp Change Approval c FN MN RN 720 73 B NU RN Classification of Instructional inni w The CIP code that applies to the major The Classification of Instructional Program CIP codes are six digit codes in the form CSU CIP Code of Major poooox that identifies instructional C aise Approve I program specialties within educational institutions Ihttp nces ed goviipeds cipcode 5 3 3 Setting Visible property To make a field visible to Requestors execute the following steps 1 Click the Admin tab which will bring you to the Remote Data Fields Scree P2 wi N P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK IONITOR SYSTEM Manage Remote Data Fields ConnSCU_CSU Overview ConnSCU CSU Show hide columns Show 10 entries Search all columns Description Visible Change Approval Change Visibility name Disapprove Make Invisible
16. Administrator 22 6 x remote Ibuchanan SEE ERE Administrator 42 df RA X gt Pi ofi Records 1 2 2 Page Size 4 2 Adding Users To add a new user execute the following steps 1 Click on Add at the bottom left of the screen OpenClinica Open Source for Clinical Research Logging View Users Logout Agencies Tables Metadata Information Datafield Value Domains Data Source Setup Editor Table User Options 9 amp E Search Show all Exact phrase All words Any word M 7 Administrator 2 IF 4 lx T icone gf Administrator 2112 Ibuchanan E31 ofi Records 1to2of2 Page Size 2 Enter the following information on the Add to Table User Options screen a b c User Name enter the appropriate user name using the convention of first initial last name Password assign the user a password Enabled Check box to enable the user name if this box is not checked then the user account will not be active Password Not Expired Check box to make password active if this box is not checked the password will be expired Account Locked Leave unchecked so that account is not locked If box is checked account will be locked and user will not be able to login Account Not Expired check box so that account will be marked as not expired if box is checked account will be expired and user w
17. Approval g Change Visibility E TT Classification of instructional Program Code e Disapprove Make Invisible The CIP code that applies to the major The Classification of linstructional Program CIP codes jare six digit codes in the form that identifies instructional program specialties within educational institutions http inces ed govlipeds cipcode Default aspx y 55 The CIP code that applies to the major The Classification of Instructional Program CIP codes jare six digit codes in the form that identifies instructional program specialties within educational linstitutions http inces ed govipeds cipcode Default aspx y 55 A unique identifier that combines students system assigned PIDM with a code for the institution The Intitution code is concatenated CSU ConnSCU ID with tne student PIDM to distinguish Varchar2 false individuals across all institutions Necessary for links between all tables except CSU Fund CSU Term CSU Program a nimia idantifiar that enmhinac T DataType Valuedomain Identified Approved CSU CIP Code Description CSU CIP Code of Major Disapprove Make Invisible CSU CIP Code of Major Disapprove Make Invisible Disapprove Make Invisible 5 2 2 Navigating the Data Management Tables By default Remote Data Fields tables display the first 10 records
18. DE StudentTest v Percentile ReportingDistrict Pa da X 3198 TestTrackingNum char Text SDE StudentMatch_v TestTrackingNum Prax Macc iit ences Cad 9114 BirthYear Eod data bier d ad from last CHAR 4 SDE StudentResearch v BirthYear D gx person having origins in any ofthe E XE l nrininal nennles nf the Far Fast Southeast alla le 2 Click on the edit button for the variable that you wish to edit OpenClinica Open Source for Clinical Research DataSource __ Agencies Tables Metadata Information Datafield Value Domains Logging View Users Logout Setup Editor EE Table Metadata Information C Search Table Name Ple lect search snow at Exact phrase All words Any word or community attachment 9101 SASID State Assigned Student ID sasid CHAR 10 F Text SDE StudentMatch_v SASID D hx 14 9201 Percentile State tinyint p r SDE StudentTest_v Percentile_State Pid a x A person having origins in any of the original peoples of American Indian Or Alaska Native North and South America including Central America and P 9136 Danie Shs rues BIT Integer SDE StudentResearch v AmericanIndianOrAlaskaNative o a ES x LLL T Eat 3 Change the description on the edit screen and click the save button to update the field name State Assigned Student ID
19. I Id INT SDE StudentNSCGradMsjor v Id PRAX 9159 ExitDate E ed exit from last Facility in PSIS as CHAR 8 Text SDE StudentFzcility1 v ExitDate Prax 5190 PII Id INT rad SDE StudentVearlyAttendance_v PII_Id Prax 9197 SDESchoolCodeforNSCdata SDE facility code from NSC student tracker file CHAR 7 Text SDE StudentResearch v NSC GraduatingHS ScheolCodesDE 42 4f X 9200 Major_CIPCode int a SDE StudentNSCGradMajor_v Major_CIPCode 2 Records 1 to 97 of97 PageSize 100 w zy 2 Enter the information in the boxes provided and click Add Setup Editor Add to Table Metadata Information Go Back Simple CollegeState Description GCollegeState designation CDE Please Select w Field Type char 2 Is Identifier Data Type Text Dataset X Table Name TestTableCCollege Field Name CollegeStatel 3 The field will now display in the MDE but you will need to initialize the system for it to display in the UI 5 2 Data Management Using the P20 WIN User Interface Some data management tasks are best accomplished through the P20 WN User Interface Such changes do not require a system initialization to take effect and display through the UI UI functionality that is specific to the Agency Administrator role is found on the P20 WIN UI Admin tab and is covered below 5 2 1 Viewing Data Management Tables Agency Administrators can view metadata via the Remote Dat
20. P20 WIN User Manual Agency Administrator Data Steward User Interface and Metadata Editor Functions A training and reference manual for Connecticut s Preschool through Twenty amp Workforce Information Network P20 WIN User Interface and Metadata Editor Contents 3 1 1 P20 WIN Roles and Privileges seseseseeeeeeeenenenen nennen nnne nennen nnne n nna ns sss n nnn gana nnns 3 1 2 P20 WIN BD ta Managemierit etie dea nee vex s Qe ve a Ea eed ea lua Ru 5 2 0 0sing the Metadata EGItOE 55e heme tete e a ceeds ee nr Fre Re REPRE 6 2 1 Requirements and Best Practices 6 2 1 1 Requirements quadr een etie eect ALS 6 2 1 2 Best Practices icc C 6 2 1 3 Prepla ning ERE re D eR rdi ics 6 2 2 Accessing the MD Erns ero tetas eive tienes ts 7 3 0 Configuring a New Data Source Defining the Data Source Schema 8 3 1 Data Source Entry 8 3 2 List Data Source Table er rr ce ree e ei 9 3 3 Define Fields and Metadata Information essere nnne nennen nnne 11 3 4 Data field Value Domains eese esee enne entente enne entes akidai Tiriad ias 14 3 5 Post MDE Use Act
21. SU Program v CSU Graduation V CSU Academic sum v Unique Identifierfor each record surrogate key May not be displayed the Front end reports as it should only be used for backend joins For Prog D can we use DHE Code as the Unique Key Yes DHE Code is lused as Unique Key and replicated in this field true Disapprove Make Invisible true Disapprove Make Invisible true Disapprove Make Invisible true Disapprove Make Invisible 5 Toreturn to the complete table simply delete the text in the filter box es To search for text across an entire Remote Data Fields table execute the following steps Click the Admin tab which will bring you to the Remote Data Fields Scroll down to the table for the data source that you wish to view Enter the text by which you would like to search in the filter box just above the right of the table The table will now only display elements that have the entered text in any of the columns Duo VS sp P2 wi N P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK REMOTE DATA FIELDS MONITOR SYSTEM Manage Remote Data Fields ConnSCU CSU Overview ConnSCU CSU Show hide columns Show 10 entries Search all colum Name Description CDE DataType Valuedomain identified Approved Visible Change Approval
22. StudentResearch v SASID x x x 11 SeudentMatch v SASID v Page Klal 1 DA ofi Records 1to8of8 Page Size Add To add tables to the data source execute the following steps 1 Click on Add at the bottom left of the page OpenClinica Open Source for Clinical Research Data Source Agencies Tables Metadata Information Datafield Value Domains Logging View Users Logout Setup Editor Table Agencies Tables w s el ES E Search Show all Exact phrase All words Any word df id Table Name Primary Key Persons Table Jis Table Active 11 StudentNSCGradMajor v SASID a EB x 11 StudentNSCCollege v SASID Pf eax 11 StudentTest v SASID Pid Sx 11 StudentVearlyAttendance v SASID a Pe x 11 StudentFacilityl v SASID a 3x 11 StudentReportingDistrict v SASID a Ee 11 StudentResearch v SASID a Em 11 StudentMatch v SASID PNP amp x pese 4 4 1 LICE Records 1 to 8of8 Page Size 100 2 Enter the following information on the Add to Table screen a DfID Select from dropdown b Table Name the exact name of the table from the data source c Table Primary Key the name of the field which is the primary key in this table d Is Persons Table check the box if the table contains your matching information do not check this box for all other tables e 15 TableActive check this box to enable this table
23. a Fields tables for their organization s contributed data source on the Remote Data Fields screen under the Admin tab Information on data elements consists of the following 2 gt Field Name Name of the data element Description Short description of the data element CDE Common Data Element which provides common name of identified fields used in matching Data Type Data Type i e integer text date etc Value Domain Values and their meanings if appropriate these can be viewed in a separate window by clicking the symbol Identified Is this field an identifier Approved Is this field approved for selection in a query Visible Is this field visible to Requestors browsing metadata and building queries Change Approval This column is used to approve or disapprove a field Change Visibility This column is used to set the visibility of the field To view data element properties execute the following steps 1 Click the Admin tab which will bring you to the Remote Data Fields screen which will bring you to the Mange Data Fields screen The Remote Data Fields table will be displayed P2 wi N P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK MONITOR SYSTEM Manage Remote Data Fields REMOTE DATA FIELDS ConnSCU_CSU Overview ConnSCU CSU Show hide columns Show 10 entries Search all columns Change
24. a source execute the following steps 1 Click on the Admin tab with will bring you to the Manage Remote Data Fields screen 2 Click on the System Configuration screen which will bring you to the P20 WIN Configuration screen P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK REMOTE DATA FIELDS MONITOR SYSTEM SYSTEM CONFIGURATION P20 WIN Configuration Status Enabled Runtime Configuration VERSION Main application 411 SDE SDE Student Information 4 1 DOL DOL Wage Records 4 1 1 BOR CSU Information 1 0 BOR BOR CCC Information 1 0 P20 WIN MAIN APPLICATION SERVER Application Server Tomcat DK o P20 win Port 8080 ADMIN Port 8033 3 Scroll down to the P20 WIN Application State Table Data source status is listed in the Status column for each data source Install Configuration runFBRL No imeExpireFebr 30 Runtime Configuration Tasks Main application needs to be re initialized for changes in Runtime configuration to take effect P20 WIN Application State The disable function changes only how data is retrieved from remote datasources Main application 44 1 SDE Student Information Disabled BOR CCC Information Enabled BOR CSU Information Enabled Disable DOL Wage Records Enabled 5 4 4 Disabling a Data Source Agency Administrators may disabl
25. ble individuals across all institutions Necessary for links between all tables except CSU_Fund CSU Term CSU_Program a nima Identifier that camhinae CSU CIP Code Description varchar2 false rue Disapprove Make Invisible CSU CIP Code of Major varchar2 true Disapprove Make Invisible CSU CIP Code of Major varchar2 false frue rue Disapprove Make Invisible 2 Identify the data field that you wish to approve and click the Approve button in the Change Approval column Manage Remote Data Fields ConnSCU CSU Overview ConnSCU CSU Show hide columns Show 10 entries Search all columns Name Data Type g Value domain Identified Approved 4 Visible Change Approval Disapprove name description data type A en approved HN The CIP code that applies to the major The Classification of Instructional Program CIP codes six digit codes in the form CSU CIP Code of Major poooox that identifies instructional a t program specialties within educational institutions the students system assigned PIDM with a code for the institution The Intitution code is concatenated with the student EE PIDM to distinguish individuals 3 The field will now be approved for use in queries and True will appear in the Approved column P2 wi N P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE
26. ctual data See the Common Account Function Manual Build query Selecting data elements from the Ul and saving a query See the Common Account Function Manual Review and approve query Viewing the query to verify that it matches specifications in an approved Query Management Document and approve or disapprove the query accordingly See the Tech Admin Manual Execute query and schedule for execution Performing the technical step on an approved query that enables and pulls and matches data from the included data sources See the Tech Admin Manual Review approve query results for download After execution verifying that the query ran as expected before enabling the query results to be downloaded by the approved requestor See the Tech Admin Manual Download Query Results Downloading query results of a query that you submitted after approval for download has been received See the Common Account Function Manual Monitor the usage of queries and dataset downloads Viewing status logs which show query status See the Common Account Function Manual vi vit Enable disable data source Enabling or disabling your agency s data source to make it available or unavailable for query See section 3 of this Manual vit Enable disable the system Enabling or disabling the entire system available to make it available or unavailable for query See the Tech Admin Manual Manage properties of data elements from da
27. d 4 Approved Visible g Change Approval A Change Visibility 4 The CIP code that applies to the major The Classification of lInstructional Program CIP codes are six digit codes in the form ICSU CIP Code of Major poooox that identifies instructional a a Disapprove program specialties within lb EFIE XL educational institutions http nces ed gov ipeds cipcode lDefault aspx y 55 Classification of Instructional Program Code The CIP code that applies to the major The Classification of Instructional Program CIP codes six digit codes in the form CSU CIP Code of Major hoooox that identifies instructional a a Disapprove Make Invisible program specialties within educational institutions http nces ed gov ipeds cipcode CSU CIP Code Description Disapprove Make Invisible 3 Click yes in dialog box are you sure that you want to make the field visible Are you sure you wantto make the field visible mr umm 4 The field will now be visible to Requestors and True will appear in the Visible column To make a field invisible to P20 WIN UI Requestors execute the following steps 1 Click the Admin tab which will bring you to the Manage Remote Data Fields Screen P20 WIN P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK REMOTE DATA FIELDS M PNITOR SYSTEM Manage Remote Data Fields ConnSCU CSU Overview
28. d application purposes The third section displays the version of the database software PostgreSQL installed at the Main site as well as the application access port The fourth section displays the configured availability of the Remote data sources To view system configuration information execute the following steps 1 Click on the Admin tab which will bring you to the Remote Data Fields screen 2 Click on the System Configuration tab to view system configuration P2 WI N P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWOF REMOTE DATA FIELDS MONITOR SYSTEM P20 WIN Configuration Status Enabled Runtime Configuration VERSION Main application m 1 SDE soe Student Information n 1 DOL DOL Wage Records BE BOR CSU Information 1 0 BOR BOR CCC Information 1 0 P20 WIN MAIN APPLICATION SERVER Application Server Tomcat P20 win Port 8080 ADMIN Port 8033 5 4 2 Disabling Enabling a Data Source In order for a P20 WIN data source to be available for query it must be enabled Agency Administrators can disable data sources contributed by their agency to make it unavailable for query or enable it to make it available for query Additionally previously saved queries may only be approved executed or downloaded if all the data sources used in the query are enabled 5 4 3 Viewing Data Source Status To view the status of a dat
29. d in you will be brought to the Data Source page see above which displays information about your data source The first step in data source configuration is to verify that you have a data source added You must have a data source added prior to advancing to the next page in the MDE The data source may have already been added by the vendor prior to your login In that case please proceed to 2 3 2 If not please contact the P20 WIN Administrator at ConnSCU P20WIN Admin ct edu OpenClinica Open Source for Clinical Research Agencies Tables Metadata Information Datafield Value Domains Logging View Logout Setup Editor Table Data Source e x E Search Exact phrase All words Any word 3 2 List Data Source Table The second step in defining a data source is to add the tables This is accomplished on the second page of the application Agencies Tables OpenClinica Open Source for Clinical Research eel Metadata Information Setup Editor Table Agencies Tables e E Search Show all 9 Exact phrase All words Any word Data Source Datafield Value Domains Logging View Users Logout StudentNSCGradMajor_v SASID T StudentNSCCollege v SASID StudentTest v SASID StudentYearlyAttendance v SASID 4 X X X X X StudentFacilityl v SASID at StudentReportingDistrict v SASID 11
30. dents system assigned PIDM with a code for the institution The Intitution code is concatenated ICSU ConnSCU ID with the student PIDM to distinguish Varchar2 false individuals across all institutions Necessary for links between all except CSU Fund CSU Term CSU Program a nimia idantifiar that enmhinac Disapprove Make Invisible 2 Identify the data field that you wish to approve and click the Disapprove button in the Change Approval column Manage Remote Data Fields ConnSCU CSU Overview ConnSCU CSU Show hide columns Show 10 entries Search all columns Description NEL Data Type ELE Value domain 4 Identified Approved Visible E Change Approval ion Yv lassification of Instructional CIP code that applies to the major The Classification of Instructional Program CIP codes are six digit codes in the form ICSU CIP Code of Major oooox that identifies instructional D Disapprove program specialties within educational institutions Ihttp nces ed gov ipeds cipcode value domain value domain ified Default aspx y 55 unique identifier that combines the student s system assigned PIDM with a code for the institution The Intitution code is concatenated with the student Toro SESLE PIDM to distinguish individuals Disapprove across all institutions Necessary or links between all tables 3 Click yes in dialog box are
31. e Metadata Editor see section 2 0 above 5 3 2 Setting Approved property To approve a field in a data source execute the following steps 1 Click the Admin tab which will bring you to the Remote Data Fields screen REMOTE DATA FIELDS Manage Remote Data Fields P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK IONITOR SY STEM ConnSCU CSU Overview ConnSCU CSU Show hide columns Show 10 entries Search all columns F d data CIP Code Description ERI archarz liaise h Classification of Instructional Program Code The CIP code that applies to the major The Classification of Instructional Program CIP codes six digit codes in the form that identifies instructional program specialties within educational institutions http Inces ed goviipeds lIcipcode Default aspx y 55 The CIP code that applies to the major The Classification of Instructional Program CIP codes six digit codes in the form that identifies instructional program specialties within educational institutions http inces ed govlipeds lIcipcode Default aspx y 55 A unique identifier that combines line students system assigned PIDM with a code for the institution The Intitution code is concatenated CSU Connscu iD with the student PIDM to distinguish Varchar2 raise rue Disapprove Make Invisi
32. e any P20 WIN data sources contributed by their agency To disable a P20 WIN data source and make it unavailable for query approval execution and download execute the following steps Click on the Admin tab with will bring you to the Manage Remote Data Fields screen Click on the System Configuration screen which will bring you to the P20 WIN Configuration screen Scroll down to the P20 WIN Application State Table Identify the data source that you wish to disable and click the Disable button in the Task column Install Configuration runFBRL No ffimeExpireFebn fo Runtime Configuration Tasks Main application needs to be re initialized for changes in Runtime configuration to take effect P20 WIN Application State The disable function changes only how data is retrieved from remote datasources Main application 4 1 1 SDE SDE Student Information Disabled BOR CCC Information Enabled BOR BOR CSU Information Enabled DOL DOL Wage Records Enabled 5 Click Okay in the dialog box to verify that you would like to proceed to disable the data source Are you sure you wantto enable the data source CHIN main application needs to be re initialized for enabled data source to show effect TT 6 The data source will now be disabled and unavailable for query Additionally any previously saved queries using this data source will be unavailab
33. e nnne enne nnne enne niin nns 31 5 2 5 Showing Hiding Data Management Columns esses eene ener trnn nnns 34 5 3 Identified Approved and Visible Properties eene nennen enema 36 5 3 Setting Identified aa a eiue oec sean n aegra este 37 5 3 2 Setting Approved property sce ete et ER e RE Re URS e TWEEN ee WEE 37 5 3 3 Setting Visible property esses nn tern nnns nns 41 5 4 Operational Configuration and System Monitoring ccccccccccsssssssscecccecessessaeeeeeeseesseseeaeeeeeesseesees 45 5 4 1 Viewing Operational Configuration 45 5 4 2 Disabling Enabling a Data Source c ccesscccsssseesseceeseecesseecsaeccessecesseecsaececsaeceeseecssneeeaeceeaaeesees 46 5 4 3 Viewing Data Source Status ene enn enne n esses esses sss n eis 46 5 4 4 Disabling a DataiSOUrces s eu terit aat tu eamm eri t vM das 47 5 4 5 Enabling a Data SOUT CE sora 48 1 0 Purpose This manual provides step by step instructions for Agency Administrators also known as Data Managers Stewards to perform their assigned tasks within the P20 WIN application As such it describes functions in both the P20 WIN UI and the Metadata Editor Basic UI functions that can be performed by all account types are co
34. e the field name on the edit screen and click the save button to update the field name The name will be immediately updated in the MDE State Assigned Student ID 5 1 2 Changing a friendly name The friendly field name is the name that populates the browse data and build query tables in the UI To change the friendly name of a field execute the following steps 1 Click on the Metadata Information tab OpenClinica Open Source for Clinical Researcl p Data Source Agencies Tables amp Metadata Information Datafield Value Domains Logging View Users Logout Setup Editor Table Metadata Information a a E Search Table Name Please Select Search Show all Exact phrase All words Any word 9101 SASID State Assigned Student ID sasid CHAR 10 7 Tent SDE StudentMatch_v SASID Ex X Long al 3201 Percentile State sre Ineger SDE StudentTest v Percentile State Pa ax A person having origins in any ofthe original peoples of North and South America 9136 Amarican Indian Or Alaska Native including Central America and who BIT Integer SDE StudentResearch v AmericanIndianOrAlaskaNative D gx nicity maintains cultural identification through tribal affiliation or community attachment Long il a 9189 PII Id eger
35. es in the form 2 DOSEN lvarchar2 false frue Disapprove Make Invisible specialties within educational institutions http nces ed gov ipeds Icipcode Default aspx y 55 A unique identifier that combines ihe students system assigned PIDM with a code for the institution CSU CIP Code of Major The Intitution code is concatenated CSU ConnSCU ID with the student PIDM to distinguish Varchar2 jfalse j Disapprove Make Invisible individuals across all institutions Necessary for links between all tables except CSU_Fund CSU Term CSU Program 5 2 3 Sorting Data Management Tables Each column in the Remote Data Fields table is sortable in both ascending and descending order Sort arrows are found at the top right of each column header Simply click the sort arrows once for an ascending order and a second time for descending order P2 wi N P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK REMOTE DATA FIELDS MONITOR SYSTEM Manage Remote Data Fields ConnSCU_CSU Overview ConnSCU CSU Show hide columns Show 10 entries Search all columns DataType Valuedomain ET NET Approved Visible Change Approval Change Visibility 4 Name x 5 Classification of Instructional CSU CIP Code Description Program Code varchar2 jfalse true rue Disapprove Make Invi
36. for use in the P20 WIN system leave it unchecked if you do not wish the table to be enabled for use in the P20 WIN system OpenClinica Open Source for Clinical Research Data Source Agencies Tables Metadata Informe Setup Editor Add to Table Agencies Tables Go Back Please Select 3 Click Add which is found on the bottom left of the screen to add the table 4 Continue to add tables or click the Metadata Information tab to proceed to the next step in the data source set up 3 3 Define Fields and Metadata Information The third step of data source configuration adding the data fields and their associated information is accomplished on the Metadata Information page OpenClinica Open Source for Clinical Researc Datafield Value Domains Users Data Source Agencies Tables Logging View Logout Setup Editor Table Metadata Information C3 8 Eg E Search Table Name Please Select Search Show all Enact phrase All words Any word 9101 SASID State Assigned Student ID sasid CHAR 10 7 Text SDE StudentMatch v SASID a 9201 Percentile State tinyint pem SDE StudentTest v Percentile State ax A person having origins in any of the original peoples of North and South America 9136 American Indian Or Alaska Native including Central America and who o Integer SDE StudentResearch v AmericanIndianOrAlaskaNati
37. from the data source They can be expanded to display 25 50 or 100 entries by selecting the number of entries from the show entries drop down box to the top left of the data source table These tables can also be searched and sorted P2 wi N P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK REMOTE DATA FIELDS MONITOR SYSTEM Manage Remote Data Fields ConnSCU_CSU Overview ConnSCU CSU Show hide columns T Show 10 entries Search all columns Name 5 Description CDE DataType Valuedomain identified Approved amp Visible Change Approval Change Visibility name description de data type value domain dentified approved visible CSU CIP Code Description Propam varchar2 false Classification of Instructional Program Code The CIP code that applies to the major The Classification of Instructional Program CIP codes are six digit codes the form w000 CSU CIP Code of Major proyram archar2 false hrue r Disapprove Make Invisible Disapprove Make Invisible Classification of Instructional CSU Code Description archar2 false Disapprove Make Invisible specialties within educational institutions http Inces ed goviipeds ipcode Default aspx y 55 The CIP code that applies to the major The Classification of instructional Program CIP codes jare six digit cod
38. h v AmericanIndianOrAlaskaNative maintains cultural identification through tribal affiliation or community attachment Long g 9189 PII Id INT Imeger SDE StudentFacilityl v PII Id Prax Long 9202 Percentile ReportingDistrict tinyint Imager SDE StudentTest_v Percentile_ReportingDistrict Prax 9198 TestTrackingNum char Text SDE StudentMatch_v TestTrackingNum a ES x 9114 Birthy Fant pardon of Data e Birthy fromilase CHAR 4 Text StudentRi h birthY at peram reporting district exited bi cisci d 214 ua person having origins in any of the nrininal nennles nf the Far Fast Southeast 5 v7 2 Click on the edit button for the variable that you wish to edit OpenClinica Open Source for Clinical Research Data Source Agencies Tables Metadata Information Datafield Value Domains Logging View Users Logout Setup Editor Table Metadata Information C3 d e 80 Ei Search Table Name Please Select r3 Exact phrase All words Any word 9101 SASID State Assigned Student ID sasid CHAR 10 7 Text SDE StudentMatch v 5 510 2 9 Sc 9201 Percentile State tinyint ner SDE StudentTest v Percentile State A person having origins in any of the original peoples of disc ee tet Integer SDE StudentResesrch v AmericanindianOrdlaskaNative DA ES x or community attachment 3 Chang
39. ill not be able to login User Level Select from drop down one of the two possible user levels Administrator or Default Administrators have access to all application features The default user has access to all application features except the Users page OpenClinica Open Source for Clinical Research Data Source Agencies Tables Metadata Information Setup Editor Add to Table User Options Go Back User Name Password Enabled Password Not Expired Account Locked Account Not Expired User Level Please Select 4 Click Add to add the user 4 3 Editing a User To edit information on an existing user execute the following steps 1 Click the edit link found on the right side of the user s row in the user table OpenClinica Open Source for Clinical Research Data Source Agencies Tables Metadata Information Datafield Value Domains Logging View Logout Setup Editor Table User Options B ei 15 Search Exact phrase All words Any word EUREN veu um remote Administrator af 6 T i Paire Administrator 2 x gt Pi ofi Records ito 20f2 Page Size 3 Edit any of the information on the Add to Table User Options Screen OpenClinica Open Source for Clinical Research Data Source Agencies Tables Metadata Information Setup Editor Edit Table User Optio
40. ing the MDE to make any changes to the system metadata 1 Batch changes to the metadata when possible to avoid frequent requests for initialization 2 Atleast one week prior to the desired System initialization a Contact the P20 WIN System Administrator to request a scheduled time for system initialization The P20 WIN System Administrator should coordinate with P20 WIN System team members and with BEST to schedule an initialization time P20 WIN participants will be notified that they system will be unavailable for query during that time Ensure that you have been given enough time to complete you changes using the MDE b Submit all proposed metadata configuration changes to OpenClinica staff and agency staff responsible for the affected remote c Have all changes compared against the log of previously encountered misconfigurations to avoid repeating mistakes 3 Expect the need for time after using the MDE to research and resolve any errors that may occur 4 Follow the usage guidelines detailed in section 3 0 of this guide Changes to field properties or the disabling enabling of data sources should be accomplished through the P20 WIN User Interface Such changes do not require initialization to update the System instead they update the system immediately 2 2 Accessing the MDE The MDE is available via secure web based login To begin using the application execute the following steps 1 Contact the P20 Win System Administrator at C
41. institutions http inces ed goviipeds ipcode Default aspx y 55 archar2 2 se Disapprove Make Disapprove Make IZ Data Type Disapprove Make E Value domain E identified I Approved W Visible Change Approval CSU CIP Code of Major CSU ConnSCU ID The code that applies to the major The Classification of linstructional Program CIP codes six digit codes in the form at identifies instructional program specialties within educational linstitutions http Inces ed goviipeds ipcode Default aspx y 55 unique identifier that combines le students system assigned IDM with a code for the institution le Intitution code is concatenated the student PIDM to distinguish lindividuals across all institutions Necessary for links between all bles except CSU_Fund varchar2 Varchar2 false Disapprove 7 Change Visibility Make Invisible Disapprove Make Invisible 5 3 Identified Approved and Visible Properties The information provided by participants contains sensitive information As such the system has been designed to provide Agency Administrators control of the release of their data even after it has been provided to the P20 WIN application Access to the fields can be controlled by setting the status of the data properties Identified
42. it screen and click the save button to update the field name State Assigned Student ID 4 The friendly name will be immediately updated in the MDE and the update will display in the UI 5 1 3 Changing a field description To change the description of a field execute the following steps 1 Click on the Metadata Information tab OpenClinica Open Source for Clinical Researcl Data Source Agencies Tables Datafield Value Domains Logging View Users Logout Setup Editor Table Metadata Information a a E Search Table Name Please Select m Search Show all Exact phrase All words Any word 9101 SASID State Assigned Student ID sasid CHAR 10 yi Text SDE StudentMatch v SASID 2 1 m xl ZEE l gt 3201 Percentile State tinyint ee SDE StudentTest v Percentile State P a Se A person having origins in any of the original peoples of North and South America 2136 including Central America and who BIT Integer SDE StudentResearch v AmericanIndianOrAlaskaNative omean Indian Or Alaska Native ludi 1 and wh d h di maintains cultural identification through tribal affiliation or community attachment Long 9189 PII Id INT E StudentFacility1 v PII Id P 2 Sc e mm m Long mw 3202 Percentile ReportingDistrict tinyint Integer S
43. ivities eee LEER cert DeL Eee tee Ou e ORE ER ceste ea etu e eee Pu ER acetate 14 4 0 User Management MDE Administrators Only ccccccccssscccecsscceceessececeesececeeeeeeceesaeeeeseaeeesecaeeeeees 14 41 Maiti Users Sreem ec 15 4 2 Adding Users xe RR vta ea INR TII 15 423 Editing a USeE Rep Eee e demi eI 17 4A Deleting eee 18 5 0 Management of Existing Data 5 5 19 5 1 Data Management Using the 3 an 19 5 1 1 Changing a field nare tete eret ede tette eet te Ie deve id dacs oa e eina aes 19 51 2 Changing afriendly namie e eth iret e eto tere eee 21 5 1 3 Changing a field G SCriptiOn cccccssssccececessesesneceeececessesseaeceeeeecesseseaaeeeeeescesseseuaeseesesenesessaaeeas 23 BL A Adding a table esce WR RR E Re rS 26 5 1 5 Adding field iia eerte ee c P Le Rn o TERR v sien Te ea en 27 5 2 Data Management Using the P20 WIN User Interface sese 28 5 2 1 Viewing Data Management Tables sess 28 5 2 2 Navigating the Data Management Tables esses ennemi nnns 30 5 2 3 Sorting Data Management Tables 31 5 2 4 Searching Data Management Tables ssssssssesesesee een
44. le for approval execution or download The disabled status will be reflected in the P20 WIN Application State Table 5 4 5 Enabling a Data Source Agency Data Managers Stewards may enable any P20 WIN data sources contributed by their agency To enable a P20 WIN data source and make it available for query approval execution and download execute the following steps 1 Click on the Admin tab which will bring you to the Manage Remote Data Fields screen Click on the System Configuration screen which will bring you to the P20 WIN Configuration screen 3 Scroll down to the P20 WIN Application State Table 4 Identify the data source that you which to enable and click the Enable button in the Task column P20 WIN Application State The disable function changes only how data is retrieved from remote datasources Main application 414 cec Enabted O E p MEC 5 Click Okay in the dialog box to verify that you would like to proceed to enable the data source Are you sure you wantto enable the data source CHIN main application needs to be re initialized for enabled data source to show effect 7 The system will now need to be initialized for the data source enable status to take effect Contact the P20 WIN Tech Admin at ConnSCU P20WIN Admin ct edu to initiate steps to initialize the main and refer to P20 WIN System Initialization for in
45. mns in each Data Management table To hide or show a column in a Data Management table by text in columns execute the following steps 1 Click the Show hide columns tab at the top right of the Data Management table The column list will expand below P2 wi N P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK REMOTE DATA FIELDS MONITOR SYSTEM Manage Remote Data Fields ConnSCU CSU Overview ConnSCU CSU Show hide columns Show 10 entries Search all columns A CICREREIENCANMINNETIO ENDINCTIOTZKINECTINEINEC TTZNCUNNC TN INN ChangeApproval 717077 3N 1 ame descripti de data type alue domai identified approve visible Classification of Instructional CSU Code Description Progam Gods archar2 false Disapprove Make Invisible Classification of Instructional Program Code The CIP code that applies to the major The Classification of instructional Program CIP codes ICSU CIP Code Description archar2 false Disapprove Make Invisible six digit codes in the form that identifies instructional program specialties within educational institutions http nces ed govlipeds cipcode Default aspx y 55 The CIP code that applies to the major The Classification of Instructional Program CIP codes six digit codes in the form that identifies instructional program specialties withi
46. n educational Make Invisible CSU Code of Major jarchar2 false Disapprove ICSU CIP Code of Major archar2 false Disapprove Make Invisible institutions http inces ed govipeds cipcode Default aspx y 55 unique identifier that combines the students system assigned PIDM with a code for the institution The Intitution code is concatenated CSU ConnSCU ID with the student PIDM to distinguish Varchar2 false Disapprove Make Invisible individuals across all institutions Necessary for links between all ltables except CSU_Fund ICSU_Term CSU_Program 2 Columns with check marks will show in the Data Management table those without will be hidden To hide a column unclick the associated check box The column will now be hidden P20 WIN REMOTE DATA FIELDS Y MONITOR SYSTEM P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK Manage Remote Data Fields ConnSCU CSU Overview ConnSCU CSU Show 10 entries Search all columns Name DataType DataType Value domain Value domain INT CN identified Approved Approved amp Change Approval 1 mmm cp ccc pc TR mm em vi ICSU CIP Code Description jarchar2 false Disapprove Make Invisi
47. ns Go Back Ibuchanan 999999999999999999990999099909099909 k Administrator 4 Click Add to save the changes 4 4 Deleting a User To delete a user execute the following steps 1 Click the edit link found on the right side of the user s row in the user table OpenClinica Open Source for Clinical Research Agencies Tables Metadata Information Datafield Value Domains Logging View Data Source Setup Editor Table User Options ej 15 Search Search C show all Exact phrase All words Any word Ibuchanan Al ofi Records ito 20f2 Page Size 2 Click the Confirm Delete button to confirm deletion of the user OpenClinica Open Source for Clinical Research Data Source Agencies Tables Setup Editor Delete From Table User Options Users Metadata Information Datafield Value Domains Logging View Go Back 3 The user account will be deleted 5 0 Management of Existing Data Sources Once a data source has been configured and is displaying through the P20 WIN UI Agency Administrators have responsibility for continued data management Some of these data management tasks are accomplished via the MDE and others via the P20 WIN User Interface In both cases Agency Administrators only have access to make changes to their own agency s metadata Tasks accomplished via the MDE include Changing
48. onnSCU P20WIN Admin ct edu for the address to browse to 2 Enter your username and password 3 Click login OpenClinica Open Source for Clinical Research Login Setup Editor Login Page User Name Password Save my user name Always ask for my user name and password L Login 3 0 Configuring a New Data Source Defining the Data Source Schema To define the schema for your data source enter the required information in the sequence below Itis important that you follow this sequence since options presented in later steps are dependent upon information entered in earlier ones To define a data source follow the following sequence 1 Enter the list of tables form your data source and define which table is the persons table or table that contains demographic information for matching Agencies Tables page 2 Enter information related to each field from your data source Metadata Information page 3 Enter associated value domain information for the related fields Datafield Value Domains page Each of these steps is accomplished on the separate listed page accessed by tabs across the top of the screen Each page provides paging function to browse records and set the number of records displayed on screen as well as buttons to manage the records view edit copy the record and delete Each page provides of a variety of export formats and an option to print records displayed 3 1 Data Source Entry Verification Once logge
49. prove and click the Make Invisible button in the Change Visibility column you may need to scroll to the right to view this column Manage Remote Data Fields ConnSCU_CSU Overview ConnSCU CSU Show 10 entries Show hide columns Search all columns Identified g Approved 1 Visible Change Approval g Change Visibility ICSU ConnSCU ID Name Description CDE DataType Value domain ICSU CIP Code Description Classification of Instructional t Program Code The CIP code that applies to the Imajor The Classification of Instructional Program CIP codes are six digit codes in the form ICSU CIP Code of Major poooox that identifies instructional program specialties within educational institutions http nces ed gov ipeds cipcode Default aspx y 55 unique identifier that combines the students system assigned PIDM with a code for the institution The Intitution code is concatenated with the student PIDM to distinguish individuals across all institutions Necessary ffor links between all tables except CSU Fund CSU Term CEN Disapprove Make Invisible Make Invisible B 7 Make Invisible 3 Click yes in dialog box are you sure that you want to make the field invisible Are you sure you want to make the field invisible D e 4 The field will now be invisible
50. se changes are accomplished via the MDE while others are made though the UI see below for details 2 1 Requirements and Best Practices 2 1 1 Requirements In order to use the Metadata editor Tomcat and PostgreSQL with chin remote database must be installed and application CHIN war must be deployed 2 1 2 Best Practices Successfully configuring a P20 WIN data source through the MDE requires coordinated effort among Participants OpenClinica and staff at BEST Additionally since some changes to the system made through the MDE must be followed by system initialization using the MDE will likely result in some system downtime Failure to coordinate with team members and carefully follow the processes detailed in this guide can result in failure for changes to update extended system downtime and or system downtime at sub optimal times Successful use of the MDE has three stages 1 Preplanning to coordinate with team members and reduce entry errors 2 Usethe MDE to enter or change system metadata 3 Post MDE use activities including debugging and testing 2 1 3 Preplanning In order to configure a new data source or to add tables or fields to and existing data source the system will have to be initialized During initialization the System is unavailable for query To optimize the timing of system downtime it is important to coordinate plans for MDE use with other P20 WIN team members Please execute the following Preplanning steps prior to us
51. sible ICSU CIP Code Description Hessian ery lvarchar2 fraise lue rue Disapprove Make Invisible The CIP code that applies to the major The Classification of instructional Program CIP codes lare six digit codes in the form that identifies instructional program specialties within educational institutions http nces ed goviipeds l cipcode Default aspx y 55 The CIP code that applies to the jmajor The Classification of Instructional Program CIP codes ICSU CIP Code of Major lvarchar2 false hrue Disapprove Make Invisible lare six digit codes in the form that identifies instructional program specialties within educational CSU CIP Code of Major varchar2 false true true Disapprove Make Invisible institutions http Inces ed goviipeds icipcode Default aspx y 55 unique identifier that combines Ihe students system assigned PIDM with code for the institution The Intitution code is concatenated CSU ConnSCU ID with the student PIDM to distinguish Varchar2 jfalse rue Disapprove Make Invisible individuals across all institutions Necessary for links between all tables except CSU_Fund CSU Term CSU Program 5 2 4 Searching Data Management Tables Each Remote Data Fields table has a filter function which gives users the option of searching for entries in a single column multiple columns or across the entire table
52. structions on how to initialize the remote at your location 6 The data source will now be enabled and available for query Additionally any previously saved queries using this data source will be available for approval execution or download The enabled status will be reflected in the P20 WIN Application State Table
53. ta source Setting properties for each data field to make fields visible invisible and available not available through the UI See section 3 of this Manual y Data Agency Technical Action Consumer Admin Admin System Monitoring and Configuration Information Viewing system status and J configuration information See section 3 of this Manual v User Management Registering users setting user privileges unlocking accounts Y and resetting forgotten passwords See the Tech Admin Manual View and Download P20 WIN Application Logs Viewing and downloading application logs for auditing and monitoring purposes See the Tech Admin User can only view the status of queries that they submitted User can only perform these functions on data from their Agency 1 2 P20 WIN Data Management Agency Administrators are responsible for the management of their Agency s contributed data Data management responsibilities begin with the initial configuration of the data set in order to successfully and securely connect it to the P20 WIN system Once Agency data is contributed and active within this system the Agency Administrator is responsible for making changes to the configuration of the contributed data The Agency Administrator also has responsibility for disabling the data source if warranted to make it unavailable for use by the system and for re enabling it to make it once gain available
54. ve Prax nicity maintains cultural identification through tribal affiliation or community attachment 9189 PII Id INT e StudentFacilityi v PII Id Prax ercentile_ReportingDistrict inyint tudentTest v ercentile Reporting ict 9202 P tile_ReportingDistri tinyi SDE StudentT P ile ReportingDistri 9198 TestTrackingNum char IE Text SDE StudentMatch v TestTrackingNum Prax 5 Year portion of Date of Birth fromlast Im 5n hee 9114 BirthVear Yepaiting district ented CHAR 4 El Tent SDE _StudentResearch_v BirthYear 2 6 person having origins any ofthe nrininal neanles of the Far Fact Southeast 2m Io ie To enter metadata information for each field execute the following steps 1 9193 9159 9190 9200 Click Add which is found on the bottom left of the page PII_Id INT EnkD ste dE last Facility in CHAR 8 PII_Id INT SDESchoolCodeforNSCdata E facility code from NSC student tracker CHAR T Major CIPCode int Page K 4 of 1 Records 1 to 97 of 97 Page Size 100 2 Enter the following information a Simple Name the friendly name of the Field used in the global metadata registry in the UI display tables Description detailed description of the field and its uses CDE Mapping to the Common Data Elements the P20 WIN fields used for matching select from drop down Leave blank if not a matching field Field Type the
55. vered in the P20 WIN User Manual Common User Interface Account Functions Manual 1 1 P20 WIN Roles and Privileges Access to the P20 WIN UI is gained though the creation of an active system account P20 WIN provides user access to various functionalities based upon designated roles As such system accounts are intended to be individual and not shared P20 WIN roles are currently divided into three account types Data Consumer Agency Administrator and Tech Admin Roles and their corresponding rights within the system are detailed in Table 1 P20 WIN User Roles and Privileges Please note that the roles of Data Consumer and Agency Administrator are otherwise named in some other documents The role of Data Consumer is referred to elsewhere as Data Requestor while the role of Agency Administrator is referred to as Data Manager Steward For the purposes of simplicity this guide will exclusively use the role titles as they are found in the P20 WIN application Table 1 P20 WIN User Roles and Privileges This chart describes how authorized users interact with the software system Action Data Consumer Agency Admin Technical Admin My Account Features Viewing messages editing your profile and changing your password See the Common Account Function Manual Browse Metadata Browsing meta data includes viewing what data elements are available to the system and the data element definitions Does not provide access to any a
56. visible To disapprove a field in a data source execute the following steps 1 Click the Admin tab which will bring you to the Remote Data Fields Screen P2 wi N P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK REMOTE DATA FIELDS monitor system Manage Remote Data Fields ConnSCU_CSU Overview ConnSCU CSU Show hide columns Show 10 entries Search all columns Description DataType identifed 4 Value domain Approved Visible Classification of Instructional 1 E T ICSU CIP Code Description Disapprove Make Invisible The CIP code that applies to the major The Classification of linstructional Program CIP codes jare six digit codes in the form that identifies instructional program specialties within educational linstitutions http inces ed govlipeds cipcode Default aspx y 55 The CIP code that applies to the major The Classification of Instructional Program CIP codes jare six digit codes in the form that identifies instructional program specialties within educational Disapprove Make Invisible CSU CIP Code of Major ICSU CIP Code of Major jarchar2 false Disapprove Make Invisible institutions http inces ed govlipeds Icipcode Default aspx y 55 A unique identifier that combines stu
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