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1.           2011    IC File Name  gt  9C  Projects ASR  AsrXimiGenerator    Testing xml          e Ensure that the reporting year is entered correctly as well  This is used tn  validation to ensure that only services delivered during the reporting period  are included in the XML output    e Once the XLM File Name path is entered  click the    Generate XML button       e You should then see a confirmation message              BSR Client Level Data XML Status es     amp   J  Successfully created RSR Client Level Data XML File containing 54 client records        Note  If you receive the following error  you did not specify your database file correctly in the  Database Setup        Validation Errors    ES Error  The element    ROOT    in namespace    urnirsrMamespace    has incomplete content  List of possible elements expected     ClientReport           If this happens  go back to Database Setup and be sure to choose the  mdb file that you pasted  all of the information from Excel into  If you receive a different error  be sure that you ran the 3    queries to ensure that all of your data was entered properly and valid  fix any errors and try this  step again     If you received a notice indicating that there duplicate clients were detected  see the next section  on Merging Clients     16    Merging Clients    After you click Generate XML  T REX will check to see if there are duplicate clients  and give you  the opportunity to merge them  If there are duplicates  you will see the 
2.      Im port Transforms    Select 4 transform to apply before importing      nonet  RsrClientamiToMicrosoft  ccessMap    Cancel    Rename    Remove    Transform Details    Mame  RsrClientemiToMicrosoft  ccessMap    Location    CiRsrClentemiToMicrosoftAccessMap  xslt       Step 12 Select the Append Data to Existing Table s  radio button  Then  click OK     El  Tables  E  ClientReport  E  ClientReportMedicalinsurance      ClientReportRace       ClientReportHivRiskPactor  H  ClientReportService Visits      ClientReportServiceDelivered       ClientReportAmbulatoryService      ClientReportCd4Test    F   ClientReportviralloadTest    Import Options   5 Structure Only   5 Structure and Data       36    The Get External Data     XML File dialog is displayed       Get External Data   XML File    Finished importing document  C  Projects RSR XML Files   Client Level Data UC_016069_20100218_160516 xmI        Do you want to save these import steps  This will allow you to quickly repeat the operation without using the wizard           Step 13 Select the Get External Data     XML file Close button     Step 14 Press Ctrl S to save the Database     The following tables are populated with the data from the XML file     ClientReport   ClientReportAmbulatory   ClientReportCd4 Test   ClientReportHivRiskFactor   ClientReportMedicallnsurance   ClientReportRace   ClientReportServiceDelivered   ClientReportServiceVisits  and  ClientReportViralLoadTest    Note  Tables that did not have data in the XML 
3.    3 41 2011 5 55 PM 78 336 50  15 541 T RexFiles   Ba   ClentReportTem    Microsoft Ex    1 5 2011 7 41 PM 3 401 716 86  461 538 T RexFiles   laH RsrClients mdb Microsoft GF    3 1 2011 6 08 PM 14 064    98  317 453 T RexPiles   4 RerClientsSamnl     MirrnsofR OF    AM 2011 6 08 PM 14 564    GAS  AAS AIN T RexFiles     e When the Extract window appears  ensure that the following options are checked and  that you have entered the correct path into    Extract to     Then  click Extract     Extract   C  Documents and Settings Contin Wy Documents Downloads RsrAmlGener       Extract to  EN    E       My Computer    Desktop    Gl          2a DVD RW Drive  D     ae Continid on    CA amp MFILESRYO2  corp  abtassoc  com  LU sers    G    ze Common on    cambile0 corp  abtaszoc cormcar  vols   H    SE  Public on  Caml45ys  pai    ap Common on  camfilel   cop  ablazzoc  comscaml   vola  4   ae Caml  vold on Camble   corp  abtassoc com   1    SP Common on  cambileO corp abtassoc comijcarml ol3   2      E     El                         My Documents    Ja    My Computer Files Open Explorer window    Selected files folders             _   Overwrite existing files      All files folders in current folder   W    My Network    O Al fles folders in archive  C  Skip older files m  El  Places     Files in Archive  Use folder names p    E E                                              e lf you are asked for a password  the password is 12345678  This password is not for  security purposes  but to p
4.    9  In Excel  copy your source spreadsheet pressing CTRL C or going to Edit gt Copy     10  Now on the Access table  click on the square in the upper left corner below the menu  bars to highlight the entire page        Microsoft Access    ClientReport   Table     af x    C  File Edit View Insert Format Records Tools Window Help Adobe PDF Type a question for help     F X   SEET EAE TE PRAE CEI a ol    gt       D  ReportPeriodiD ClientFirstWamel ClientLastName  ClientBirthDate      ClientUci   u l   F       Record  14   4    i    r  r  of 70    Datasheet View NUM te       11  Paste the data  CTRL V or Edit gt Paste  into the table     12  Data is automatically saved in the Access database when it is entered  Click Yes to  continue with the paste operations pop ups if any      13  Repeat this process for each of the 9 ClientReport tables  These are the table names     ClientReport    Ll  El    ClientReportAmbulatoryService  ClientReportCD4Test  ClientReportHivRiskPactor  ClientheportMedicallnsurance  Clientheporthace  ClientReportServiceDelivered  ClientReportService Visits  ClientReportViralloadTest    E  E  E  E  E  E  E         Note  For the ClientReportServicesDelivered table  indicate whether a service was  delivered with the following values in the column or element called DeliveredID     1   Service Not Delivered  2   Service Delivered  3   Unknown    If you enter only delivered services into ClientReportServicesDelivered  you must still  enter in a value of  2   e g  S
5.   14 516 KB  14 516 KB  1  KB    KB  313 EB    SL Transformation  Shortcut    10 objects       The file that we will be copying the data from Excel into    Microsoft Excel 97      Microsoft Excel 97      Microsoft Office Acc     Microsoft Office Acc       Adobe Acrobat Doc       Dake Modified    3 3 2011 10 18 AM  3 3 2011 10 18 AM  3 3 2011 10 18 AM  3 1 2011 5 55 PM  1 5 2011 7 41 PM  3 1 2011 6 08 PM  3 1 2011 6 08 PM  2119 2010 1 17 PM  3 41 2011 6 27 PM  2112 2010 8 14 AM    e My Computer    is the RsrClients mdb file  which    is a Microsoft Access database  Double click it to open Access  and continue with the    instructions in Step 4     4  Loading the MS Access Database    There are multiple ways to import data  For those who are not familiar with Access programming   the following instructions present a basic approach for grantees working with Client Level Data  from any spreadsheet     e Weare providing instructions for both Access 2003 and Access 2007     e To complete the following steps  you will need your source datasheet which  should be in Excel     This approach involves exporting the RSR required data elements from your system into an Excel  spreadsheet and then copying and pasting the data from the Excel spreadsheet into the T REX  Access tables     The sheet names in Excel should match up with the Access Table names that you will see in the  instructions below     Those who are familiar with Access programming may choose to create scripts to extract data
6.   30    Section 2B  Client Level Data  CLD  XML File  Microsoft Access 2007 Import Instructions    This document provides instructions for importing RSR CLD XML files into Microsoft Access 2003    databases     Requirements  e Valid RSR CLD XML file    e Microsoft Access 2003  e  RsrClientimport mdb    e RsrClientXmlToMicrosoftAccessMap xslt    The two necessary RsrClient files can be downloaded from  htips   performance hrsa gov HAB RSRFiles     Please see Section 3  Installing T Rex  of User s Guide for directions on how to extract required    files     The downloaded folder structure     X   nPQbbw w R                  TE     fe       Ff   Organize    Include in library    Name       Application Files  Source Code      SQL Server Scripts  Est  ClientReportsample    Ed  ClientReportTemplate    RerClients   RsrClientsSample       RerClientimiToMicrosoft  ccessMap  fa  T REX Application   ST  T Rex User Manual V2 0    bh 11 items       OSDisk  C     T RexFiles      Share with      Size    77 KE  3 322 KE  14 516 KE  14 516 KE    14 516 KE  18 KE   2 KB   313 KB    Burn    Mew folder    Type    File folder   File folder   File folder  Microsoft Excel 97     Microsoft Excel 97     Microsoft Access      Microsoft Access      Microsoft Access      ASL Transformation  Shortcut   Adobe Acrobat D          o  Scorch Reis     JE e  Date modified    4 4 2011 1 02 PM  4 4 2011 1 02 PM  4 4 2011 1 02 PM  3 1 2011 5 55 PM  1 5 2011 7 41 PM  4 3 2011 12 09 PM  3 4 2011 8 22 PM  3 4 2011 8 
7.   For frequently asked questions regarding RSR elements and data submittal  see  http   careacttarget org rsr asp    If you need more information about data variables  you will find it in the Data Academy module     Getting Data from Existing Sources    at http   www  careacttarget org dataacademy     10  Database Configuration for connecting to a  remote SQL Server    These steps are only intended for those who choose to connect to a remote server rather than  using their own Access database files  Before you can generate the RSR Client Level Data XML  file  you must configure your database for first time use through the Database Setup page  Once  this step has been completed  you do not need to repeat it unless your database information has  changed     e Main Menu    o  Exitdoes just that  it exits the application   o Database Setup displays a form for configuring the database information     20    Main Form    O    File Name is where the name and location of the RSR client level data XML file will be  created    Browse allows you to search for a path and specify the name of the RSR client level data  XML file    Generate XML starts the process to create the RSR client level data XML file    Exit exits the application     EE Database Setup       SOL Server  Enter database server name  Enter database name     e                       Access Mode       Hormal   Integrated Security    ESO E Enter database user name  Password TN      Save   Test Connection    Close    Setup For
8.   from their current database into the correct categories in an access database  Creating Access  scripts is not covered in this manual     You must refer to the data dictionary as you go along to ensure you are loading the correct  information  The data dictionary is located here     http   careacttarget org library RSR_ Client Level Data Dictionary pdf     To load the database  double click file name RsrClients mdb in the T RexFiles folder  This will  open Microsoft Access  Then  follow the steps on the next page     Note  If your database is password protected  remove the password by following the steps  in Section 11 before continuing     1  Back up the database by clicking     File  gt  Back Up Database  Access 2003  File  gt  Manage  gt  Back Up Database  Access  2007    Microsoft Access Es 9 707      Edit View Insert Tools Window Help F           3 New Pa ict Compact and Repair Database       PS gt  Perform routine maintenance on the  aa Open database to ensure data integrity   ES Open       7 Ca  Convert  Get External Data      XA Database Properties    Review and set the basic properties of the          Close 7   database  including the name and owner           a    Save   S             Back Up Database       E mail    Bluetooth          A  A Close Database               2  Access Options    X Exit Access    2  Save the copy to the location of your choice  We suggest keeping all your copies in a  single location  Note that the automatically produced file name will co
9.  1 05 17 2008  NaN 200056965597  1 05 17 2008  NaN OSGFE23F3A34E 1 07 07 2008  NaN 2387 FUBSI2BA 1 10 05 2008  NaN 9000548151611 1 05 17 2008  NaN 449F297977D1F 1 07 07 2006  NaN ATITABFFACEE 1 05 17 2006  NaN 2IFIABADDRF 1 06 17 2008  NaN 7 gt SCH4A9CEDCL 1 06 17 2008  NaN BFEJEDOGIGA  1 05 17 2008  NaN FEGAJIDEFEDE 1 06 19 2008  NaN FEAZGACDDAX 1 09 11 2000  NaN EDBO7A44FBDE 1 05 17 2008  NaN C4164E7C4617 1 05 18 2008  NaN C242B1214148 1 01 01 2001  NaN B11559F13D06 1 05 17 2008  NaN GICZI BADE 1 05 17 2008  NaN 25DF  WBEBCEE 1 06 17 2008  NaN 3196B56005E9 1 05 17 2008  NaN DA7522FS2A01 1 05 17 2006  NaN S4360CE4CHI7 1 10 06 2008  NaN FCOCSFIEFSE 1 05 17 2008  NaN 75097 FSCOEB4 1 05 17 2008  NaN FERADAPOCASA  1   MAT OA x   O  gt   of ss  gt     TTM 90032988000 AN OMB S som          Vs w N  te    mn    250    NNN NN Nh    a       ot FAA ee ee       O    2538    Ww N    ho              O O N     gt  Wh  N       ou    Yi     ot Gy  oe oe oe oe A oe ot PA  oe YD  oom e one 07 de de de    no    N2355      ADA   ADA AD NN  ass   os ASADAS ae ot ot oe A      M   N    DAJA  Ey  WU   ew N N   a   a   e    nm  j  a hy    ri  ri    de de  7 00 e 00 00 00 de de 00 de    m    PNNN NN AS AD AD SY PD  o    hw N    N    he  70 00 e OF 00 de de de    m op      ab ab AJ at ab ad a   ad ao at oe ee ess oad ds ls et ee ee Ys es ds es e ss es y  L    N     d d AJ ad A A ss ee ee AD ns ss e AD e ot AD  U ad ad ad udi ad ad ad U  os ui ee oe AS ot ASAS ot hd M AD    VN AD AD AS SD               
10.  1967  1964  1985  1954  1960  1954  1949  1961  1949    BEESSERSSEES ERE EsEsY    PESEE    pa N wee eee te pd N pa p   pad pe Aj pa hy hy po qe ja qa hi pa a p   y   y   2  4d 5  mE  y    H ul a AD us e A A dl A dl A lay pd pd N Aj A pa pa Ur pa jar pu da pd pu qu pd ps ql A A el sy dae  E E E E E E A  Oe be be Hh Sbbssac OCaA da     e O O a 6h bb bb bh O bl la Rh   SRSSSPILEEESERSESSSRSESESSSS ESSER EES  8 SSI IEEE EEES EEES FE          38    
11.  Saved Excel SharePoint PDF   Create Manage    Work Synchronize     Move to  Imports List   gd More Exports List orxps Hg More    E mail Replies    Online   y Relink Lists SharePoint    Export Collect Data   SharePoint Lists     e ce     Import XML file  Tablel Import an XML file  3       ES Tablel   Table ME Jew  J    32    The Get External Data     XML File dialog is displayed     Get External Data   XML File    Specify the source of the data        File name   c  Documents and Settings dolsm My Documents     The source data will be imported into a new table in the current database     Cancel       Step 5 Select the Get External Data     XML File Browse button    The File Open dialog is displayed     File Open    Look in   Sy XML Files   Client Level Data v    a XA Gi E     E EUC 011560  xml           Eo UC 012138  xml  My Recent Quc 013912 _20100204_162826 Siouxland Falls  ml  Documents   uc 014212 20100114 _100231 xml  Quc _014212_20100114_111746 xml  Quc 014273 _20100120_153016 xml  AUC_014731_20100126_121915 xm  UC_015329_20100215_104644 xml  fUC_015482_20100211_155028 xml    My Documents mk Unity Health Care  xm  mk Unity RSR Client Level 2009 12 23 FIXED  xml  er mk Unity RSR Client Level 2009 12 23 xml     y  My Computer En  J  Ea ik Scotti Multnomah 01_ASRAXML_123120039  xml    My Network   Places    File name     Files oF type  yml C snl sd  a            Step 6 Locate and select the RSR CLD XML file that you want to import and either double click  on the file or se
12.  Schema Implementation Guide RSR Client Level Data  Dictionary  Version 2 0    http   careacttarget org library RSR_ Client Level Data Dictionary pdf     2  System Requirements    To run T REX  you will need the following programs     e Windows XP or higher  e An archiving tool such as WinZip or 7 zip to extract the  zip files  free    o Note  If you have Windows 7 or Window Vista  you don t need this   o WinZip  http    download winzip com winzip150 exe  o  7 Zip  http   downloads sourceforge net sevenzip 7z920 exe  e Microsoft  Net 2 0 Framework  Available free at  http   www microsoft com downloads details aspx FamilylD 0856EACB 4362 4B0D   8EDD AAB15C5E04F5 amp displaylang en    The following is applicable to programmers only     To modify or debug T REX  you will need Microsoft Visual Studio 2008 or Microsoft Visual  Basic 2008 Express Edition  Microsoft Visual Studio 2008 Express Edition can be downloaded  for free from hitp   www microsoft com exPress download   The file you need to open with  Microsoft Visual Studio is called    RsrXmlGenerator sin        3  Installing T REX    Note    As you update your Client Level Data frequently  you will need to follow the steps below each  time you wish to upload a new set of Client Level Data for reporting  The steps describe how to  import data into the provided Access files for XML conversion     Each time prior to importing data into the Access file  you must rename and save the file on your  computer or server  Detailed ins
13.  Test   ClientReportHivRiskFactor   ClientReportMedicallnsurance   ClientReportRace   ClientReportServiceDelivered   ClientReportServiceVisits  and  ClientReportViralLoadTest    Note  Tables that did not have data in the XML file will not be created     Example of data contained in ClientReport table   Microsoft Access    ClientReport   Table    iI Bie gdt yew Insert Format Records Joos Window tep   IR AA NGENE te ALA S E E LO   CLD ID  ReporPeriodD  ChentUci  EnrolimemStan  BithYear   ErhracaylD   GenderD   PovertyLevelD  HousingStatusll GeographicUna  HivAideStatusiC  AidsDiagnosis Y FirstAmbulator A  NaN 54F 2000984FE NaN 1957 NaN NaN AB 1 1900 0101 2005  NaN GAFLOCOSBAFE 1 ee 012 01 01 2006  NaN 105E96589427 1 1963 258 06 17 2008  NaN 105  96E89427 1 1946 258 07 07 2006  NaN AES23F F50999 1 1955 258 06 17 2008  NaN 9057 BE3DSZAD 1 1947 259 4 IH 06 17 2008  NaN 76184637 EGBA 2 1983 06 17 2008  NaN OMEAESWYS  gt  1 1967 05 17 7008  NaN FFAOCESOSAQA 1 1965 06 19 2008  NaN ADAFFSA53D2  1 1068 09 11 2008  NaN ES312ES3020F1 1 1997 05 17 2008  NaN CA164E7C4617 1 1963 05 19 2008  NaN C2A2B121414B 2 1966 01 01 2001  NaN B11559F13D06 1 1967 05 17 2008  NaN BICIIPBEDE 1 19654 06 17 2008  NaN 2SDF708EBCEE 1 86 05 17 2008  NaN AIBASADESES 1 05 17 2006  NaN DA7522F92A01 1 06 17 2008  NaN S4390CE4CBiI7 1 10 06 2008  NaN FCOCOFIEFIA  1 05 17 2008  NaN 75097 FECOEGBA 1 05 17 2008  NaN EBADSBOC 4991 1 05 17 2008  NaN O4CB4D428486 1 07 07 2008  NaN 53560064F 109 1 05 17 2008  NaN SOSU2UD6F9
14. 23 PM  4 3 2011 11 45 AM  3 3 2011 9 34 AM  2 12 2010 8 14 AM    31    Microsoft Access 2007 Instructions    Step 1 Make a copy of the MS Access database RsrClientimport mdb  This can be  accomplished by clicking the file and then pressing Ctrl C followed by Ctrl V     Step 2 Double click the copy of the MS Access database you created in Step 1 to open it  If  prompted  click enable editing     Step 3 Select the External Data tab    y   HI  o  Table Tools Database2   Database  Access 2007    Microsoft Access       Home Create l External Qata   Database Tools Acrobat   Datasheet                                    mem Fas TP  gt   Text File     A H HA PA AA iwe Word ES ae    gas i Ti  a Discard Changes    Ee 222  XML File E Sl  p Text File E me   45 Cache List Data  Saved   Access Excel SharePoint   Saved Excel SharePoint POF   Create Manage    Work Synchronize s l i Move to  Imports List   gd More   Exparts List orxps 4oeMore     E mail Replies    Online ag Relink Lists SharePoint  Collect Data   SharePoint Lists        All Tables       L       x Add New Field   New     Step 4 Select the XML File command    Ca iW  e F Table Tools Database    Database  Access 2007    Microsoft Access          Home Create   External Data Database Tools Acrobat   Datasheet                  ie  gt  TP H   Text File   pee aa HH     imp Word   fit uly Discard Changes    p  ES E Six i     M   al      A XML Elle   Ej SH  Cp Text File X  2  Cache List Data  Saved   Access Excel SharePoint              
15. Tool for RSR Export   T REX   User s Guide    For the Ryan White Services Client Level Data Report  Version 3 3    Table of Contents    1  About the Tool for RSR Export  T REX 1   PS aio A PAP    E 2  co A eun 2  4  Loading the MS Access Database seccion aia 6  e 11   0 Tips 0n SAVING Data FIGS civile isidro 14  7  Converting ACCESS Data to XML   14  8  CUSTOMIZING T REX   Error  Bookmark not defined    acc AA A 20  10  When Your Variables Do Not Match the RSR Elements                   ccsccssssssseeeeeeeesseeeseeees 20  11  Database Configuration   20  12  Getting Additional Support   22  Appendix A  Client Level Data  CLD  XML File MSFT Access 2003 Import Instructions       19    Appendix B  Client Level Data  CLD  XML File MSFT Access 2007 Import Instructions      30    Release History    a ll i B  August 2009 Client Services error fixed  Drop down lists  added to RsrClients Access database   AS August 2009 Client URN column added to the ClientReport  Table     20    December 2009 Support for SQL Server added       0 neal 2010 Additional directions re  extracting zip files and  data validation queries added  Appendix A   seme gata import       2011 Directions  Added  moved  and simplified  information  with emphasis on the extraction  and XML creation processes  Added section  on removing Access passwords   April 2011 Updated section 2A Import XML directions to  A use RsrClientlmport mdb instead of starting  with a blank database   3 3 January 2012 Added section on mergin
16. a Dictionary Version 2 3 09 JUN 2010 pdF Adobe Acro    6 9 2010 12 26 PM 291 228 21  229 673  e  Rats Beni Hind ToMicrosoitAccessMap  XSLT File 2 19 2010 2 17 PM 16 882 87  2 201   R Winzip File 10 2010 1 10PM 4 510 567 23  3 482      m  ARE zip Winzip File 6 30 2010 10 52 AM 17 598 6  16 514       e Extract the zip files into the location of your choice  Ensure that no files are selected  or  Winzip will try to export only those files     Note  The archive will automatically extract to a    T RexFiles    folder  We recommend that  you extract to the C   Drive     oD Win  ip Pro   RsrAmlGenerator zip  File Actions wiew Jobs Options Help       B o Y g       Open Favorites Encrypt View Checkout Wizard view a Style  Name Type Modified Size   Ratio Packed Path Jas   Ae RsrClientSchema     XSD File 2 9 2010 1 21 AM 1 990 70  593 T RexFiles  Application Files  cl RsrClientSchema       5D File 6 14 2010 5 05 PM 15 585 77  3 065 T RexFilesl Application Files   ae RsrGenericsche    250 File 31 2010 4 54 PM 6 324 79  1 500 T RexFiles  4pplication Files     RsrGenericsche    25D File 2 9 2010 1 21 AM 24 946 55  3 630 T RexFiles 4pplication Files  a  E  Rsr  mlGenerato    Application 2111 2011 6 56 PM 106 496 54  49 186 T RexFilesi Application Files      E  Rsrimicenerato     CONFIG File 311 2011 6 29 PM 1 600 62  666 7 RexFiles4pplication Files    35  UCI Generator dll Application E    8 24 2009 11 28 AM 16 696 58  7053 T RexFiles 4pplication Files   Bt  ClientReportsam    Microsoft Ex 
17. al XML  document includes the correct record     When you are finished with that record and the way the Merged Client will be  recorded  click the Merge Clients button     iZ Merge Cen ace O OOO AA  1x1x1R     ez  Merge Clients i      Primary Client  Michael Dols  10 03 1957  Unknown       Secondary Client  Michael Dols  10 03 1957  Unknown          Merged Client    18 o    2001 2001    AIDS Diagnosis Year   Death Date  J EJ   Enrollment Status  7  2  Refered to another program or services  orbecd   2  Referred to another program or services  or becar 2  Referred to another program or services  c    2  Non Hispanic 2  Non Hispanic     May 17  2008 May 17  2008     May 17  2008 May 17  2008   255 255   4  CDC defined AIDS 4  CDC defined AIDS     3  Unstable 3  Unstable   2  101 200  of the Federal poverty level 2  101 200  of the Federal poverty level     1  Yes 1  Yes     5  Not applicable 5  Not applicable   3  Not applicable 3  Not applicable   1  Yes 1  Yes   1  No 1  No   1  No 1  No     lt          Ethnicity     2  Non Hispanic   First Ambulatory Care Date  F  May 17  2008   First Service Date  May 17  2008   Geographic Unit Code  255   HIV AIDS Status  4  CDC defined AIDS   Housing Status  3  Unstable   Poverty Level  2  101 200  of the Federal poverty level  Pregnant  1  Yes   Prenatal Care    Prescribed ARV Medication   Prescribed HAART   Prescribed PCP Prophylaxis   Received Cervical Pap Smear   Risk Screening Provided  2  Yes  Screened Hepatitis B  1  No  Screened H
18. are with   Burn New folder   lt          Marne j Size Type Date modified   Je Application Files File folder 4 4 2011 1 02 PM  de Source Code File folder 4 4 2011 1 02 PM  de SQL Server Scripts File folder 4 4 2011 1 02 PM  Est  ClientReportSample JIKE Microsoft Excel 97   3 1 2011 5 55 PM  Est  ClientReport Template 3 322 KB Microsoft Excel 97    1 5 2011 7 41 PM  121  RerClientimport 14516 KB Microsoft Access    4 5 2011 12 09 PM  RerClients 14 516 KE Microsoft Access    3 4 2011 8 22 PM  RsrClientssample 14516 KB Microsoft Access    3 4 2011 8 23 PM     RerClientamiToMicrosoft  ccessMap 18 KE XSL Transformation 4 3 2011 11 45 AM  fa  T REX Application 2KB Shortcut 3 3 2011 9 34 AM  P   T Rex User Manual V2 0 313 KB Adobe Acrobat D   2 12 2010 8 14 AM    bh 11 items       24    Microsoft Access 2003 Instructions    Step 1 Make a copy of the MS Access database RsrClientimport mdb  This can be    accomplished by clicking the file and then pressing Ctrl C followed by Ctrl V     Step 2 Double click the copy of the MS Access database you created in Step 1 to open it  If    prompted  click enable editing     Step 3 Import the XML file    File   gt  Get External Data   gt  Import  Microsoft Access   i  File   Edit View 7   Tools aL     Window Help Adobe PDF    New  Ctrl M                 Cirio    Close  way Save  Save 4s     Export     Page Setup       Print Preview       Ctrl F       Print     Send To  Database Properties  1 db1 mdb  2  Projects R5R     RsrClientsSample  mdb  3  P
19. e contents of the table        LID  ClientFirstiiameClientLastMName  ClientBirthDate   gt           Record   14  4   1 gt   eL   gt    oF 1 FA    6  The table contains elements and values     e Elements  as shown above  are variables that categorize the data you will submit   They appear in gray in the first row  In this example  the elements are  D   ReportPeriod D  ClientFirstName  etc     e Values refers to the data you input into each element or variable  For example  for  element    ClientFirstName     you can input the value    John    or    Jane     Each  element can have multiple values  In some cases  the Data Dictionary specifies the  structure of the values  An example is noted regarding the client services delivered  table  You will find more information in Section 10     For more information on data elements and values  visit the data academy and review the  module    Getting Data from Existing Sources    at  http   www careacttarget org dataacademy     7  You will input values into the elements  You will cut and paste the values from your  source spreadsheet into the table  Before you can copy and paste the values  make sure  that the first row of the spreadsheet  the elements  matches the order of the first row of  the Access table     8  Select all sells by pressing CTRL A  Select All  or by clicking the upper left square in  Excel        256068  M  ria Jim  nez 111 2001 e  Ma   Hh ClientReport    ClentReportambulatoryService f ClientReportCD4Te    lt   gt    
20. entUci ClientFirstName   ClientLastName     FirstSemiceDate   SemiceDate         64F40D09B4FE1C733826415007B25B08E3E7C4E2U Noel 12 31 2010 1 1 2008  64F 40D09B4F E1C7338264 15007 B25B08E3E7 C4E2U Noel 12 31 2010 2 1 2008       e The query compares the    ServiceDate    value in the ClientReportAmbulatoryService table  to the    FirstServiceDate    value in the ClientReport table     e Review and edit the values in these two tables as required and re run query to ensure  accuracy of the data     CheckFirstServiceDatesAgainstServices  The purpose of this query is to ensure that services  were provided AFTER the client s first service date  Please note the corresponding dates for     QuarterlD    values  1   3 31 09  2   6 30 09  3   9 30 09  4   12 31 09       T REX RSR Client  Level Data XML Generator    CheckFirstServiceDatesAgainstServices   Union Query   Jier File Edt View Insert Format Records Tools Window Help    LSI RAIN We Nem tee RO ea TA       0  cien   cielo  ent         gt    eee  64F40D09B4FE Noel Oslo 12 31 2010       e The query compares the    QuarterlD    values in the ClientReportSevicesVisit table AND  the ClientReportServiceDelivered table to the    FirstServiceDate    value in the ClientReport  table     e Review and edit the values in these three tables as required and re run query to ensure  accuracy of the data     12    MissingValues   f a client received service 8  ALL data elements must be reported for this client   The purpose of this query is to ens
21. epatitis B Since HIV Diagnosis   E  1  No  Screened Hepatitis C  1  No  Screened Hepatitis C Since HIV Diagnosis   F  1  No  Screened Mental Health  1  No  Screened Substance Abuse   E  1  No  Screened Syphilis   E  1  No  Screened TB   E  1  No  Screened TB Since HIV Diagnosis   7  1  No  Transgender     Vaccinated Hepatitis B   F  1  No    S   8    O E     lt        E       a          S     5  Not applicable     S     3  Not applicable  1  Yes  1  No  1  No          N   lt   2    2  Yes    1  No  1  No  1  No    1  No    1  No    1  No  1  No  1  No    1  No      a E EE    a  1    FEF EEE EE FE    a a A a a a a 5 a O O E M    SS  a E         E    I lt          a       a E     _                              i wt 1i t 1i 4 i 1         iS          z   a  o    S     i                   18    Click OK to the confirmation message  and then click Close in the Merge Clients  window  Before moving forward  click Merge Clients in the menu again to ensure that  there is not another set of duplicates  You should see the following message     O There are no duplicate client records to merge           Until you see this message  continue to merge clients until all duplicates are merged   unless two records are meant to be separate as they are different individuals      When there are no more duplicates  click Generate XML in the main window to  update the XML file with the merged clients                                      V79                You should again receive the confirmation mes
22. ervice Delivered  in the Delivered D column or element  If  you do not do so  the service will not be recognized as delivered     e Once you have completed the cut and paste process for your Client Level Data  you will  then begin converting the data into XML format for submittal to HAB     10    5  Validating Data    The following three queries were created within Access to search for inconsistent and missing    data     e Check First Service Dates  e Check First Service Dates Against Services    e Missing Values    Access 2003          RsrClientsSample   Database  Access   000 file format     Objects  Tables    Forms  Reports  Pages  Macros  Modules    Groups    Favorites    Access 2007    Y Qdject Type  Tables and Related Views  Created Date    Moddied Date  Fitter By Group     x Tables    forms  Reports  Al Access Objects          Create query in Design view    Create query by using wizard    CheckFirstoerviceDatesagainstServices    Missing Values       GD CheckfestServiceDatesAgainstServices    UD Missing Values    e Double clicking on the query name will show you the contents of each query     11    CheckFirstServiceDates  The purpose of this query is to ensure that the ambulatory service  was provided AFTER the client s first service date     2  T REX K RSR Client Level Data XML Generator    CheckFirstServiceDates   Select t Query    _  File Edt View Insert Format Records Tools Window Help                      i Z  pd i    A da a     2  2  MINA 2a     na Jos  OASIS Cli
23. file will not be created     37    ID   ReportPerio    Chentua  Enrollments      1 NaN  GAF20DO9BAFE  NaN    2 NaN GAFSODOIBAFE  1  3 NaN 1CSFE9RERIAI 1  4 NaN ICSESSERS427C 1  5 NaN AES23FF5N999  1  6 NoN 9367833D52AD 1  7 NaN 2613A637EB64  2  B NaN O35SEAL4385535 1  3 NaN FF40C6585A94 1  10 NaN 4DAFF5A53023 1  11 NaN E6812E5S8020FC 1  12 NaN CAIGSE7C46171 1  13 NaN C2A261214148 2  14 NaN BLISSSF13006  1  15 NaN 830239968406 1  16 NaN 25DF70SEBCES  1  17 NaN 3498856085E  1  16 NaN DA7522F92A01 1  15 NaN S4390CE4CB17  1  20 NaN FCOCBFIEFMA 1  21 NaN 7309 7FSCOEGA 1  22 NaN EBADSBOCASIE 1  23 NaN 010340423488  1  24 NaN 53580064F1C8  1  25 NaN 505025200859 1  26 NaN 200066985587  1  27 NaN 03F673F3A364   1  28 NaN 283 7F0R9328A1 1  29 NaN SCOOSABISION 1  30 NaN 489F2979770D1F 1  31 NaN ATSTASFFACHE 1  32 NaN 23F9A3648D2F 1  33 NaN 295C349CEDDO 1  34 NaN SFBIEDR635471 1  35 NaN 2E6A21DSFEOR  1  36 NaN FS4264CDDA90 1  37 NaN EDBOTAS4F8N6 1  C4164E7C46170 1    NaN NaN 208 1900 01 01 2005          02 01 01 2006  05 17 2008  07 07 2008  05 17 2008  05 17 2008  05 17 2008  05 17 2008  06 19 2008  09 11 2006  05 17 2008  05 18 2008  01 01 2001  05 17 2008  05 17 2008  05 17 2008  05 17 2008  05 17 2008  10 06 2008  05 17 2008  05 17 2008  05 17 2008  07 07 2008  05 17 2008  05 17 2008  05 17 2008  07 07 2008  10 06 2008  05 17 2008  07 07 2008  05 17 2008  05 17 2008  05 17 2008  05 17 2008  06 19 2008  09 11 2008  05 17 2008    BRR    1947  1983  1567  1565  15966  1567  1963  1566 
24. following pop up     Caution  Duplicate Clients Detected    client icentifier was created for each duplicate client  If these cients are  not duplicates  you will need to merge these clients  and regenerate the  AML file           Click OK  and then Click OK on the success screen  Now back in the main window  click on  Merge Clients                 This will bring up a large window with the first Primary and Secondary client  duplicate detected     You will see the headers to the left of the window  two columns for the Primary and  Secondary clients  which are duplicates   and finally the last column shows what the  record will look like once merged     The duplicates should already be selected  but you may do so if they are not  If you  have multiple duplicates  you would do the following step for each of those by  selecting the second set of primary and secondary clients     If the primary and secondary clients are not duplicates and should have their own  separate records  then do not merge them  This might happen if you have two  unique patients with the same name     17    With the duplicates selected in Primary and Secondary Clients  Click    Apply Default  Merge Rules    to T REX to populate the checkboxes in the default way of merging   Once clicked  review the data on the right hand side to ensure that the Merged  Client record is accurate  If T REX selected the wrong checkbox  eg  Wrong status   dates  etc   then check the appropriate checkbox to ensure that the fin
25. g Services  9367B9305240FD00518B730B53B29164105C0F54EU Missing Services   R  GUO101571U Missing Services   Imal  Imal Missing Services   Joe  Joe Missing Services   Kevin  Kevin Missing Services   Larry  Larry Missing Services  C4164E704617DF12159F 3B034504548920C07 2 E68ul Missing Services  C24281214146397D06202E  1980 FCOS8EBLOSE F35U Missing Services    e The query cycles through all of the tables and reports missing information   e Unless you receive one of the following messages  all of the    Issues    can be addressed  directly in the ClientReport table   o    Missing Race     Refer to the ClientReportRace and ClientReport tables  o    Missing HIV Risk Factor     Refer to ClientReportHivRiskFactor and  ClientReport tables  o    Missing Services     Refer to the ClientReportServiceVisits   ClientReportServiceDelivered  and ClientReport tables  o    Missing Ambulatory Services     Refer to the ClientReportAmbulatoryService  and ClientReport tables  o    Missing CD4 Test Results     Refer to the ClientReportCD4Test and  ClientReport tables  o    Missing Viral Load Results     Refer to the ClientReportViralloadTest and  ClientReport tables    Review and edit the values in the appropriate table s  as required and re run query to ensure  accuracy of the data     Please refer to the data dictionary if you have any questions about the reporting requirements   http   careacttarget org library RSR_ Client Level Data Dictionary pdf     If you want to see what your XML file data w
26. g duplicate records   and updated instructions to include reporting  year validation        1  About the Tool for RSR Export  T REX     The Ryan White Services Reporting System  RSR  requires that grantees and providers submit  de identified client level demographic  service  and clinical data  Rather than filling out a client   level report for the RSR  the client level data are provided as an electronic file  with a record for  each client  You must upload these data to the HAB server in a specific XML  eXtensible Markup  Language  format  XML is a simple and widely adopted method of formatting data so that it can  be exchanged across different computer platforms  languages  and applications     T REX  Definition       T REX    is a Tool for RSR Export created to assist grantees currently not using CAREWare  a  Provider Data Import  PDI   or other RSR compliant vendors in the conversion of their Client   Level Data into an XML Format     Purposes    The primary purposes of the Tool for RSR Export  T REX  are to     1  Convert your Client Level Data into XML format that meets the requirements for the RSR   Serve as a template for you to develop your own data extraction and or XML conversion  tools    3  Take your RSR XML file import and translate it for viewing in the Access Tables    About the User Manual    This user manual is specifically for grantees seeking to convert their Client Level Data into XML  format for submittal to HAB  and assumes that the grantee staff perso
27. ill empty the sample data from  the RSR client level data tables without removing the tables themselves    Drop SQL Server Sample Tables is an SQL script that will delete the database objects  created with the Create SQL Server Tables script     21    11  Removing Password from Access Database    If the database you are working with is password protected  you will need to remove  password protection before using T Rex  You can do this by following the steps  below     1  Start Access  and open the file exclusively by browsing to the file  and then  clicking    Open Exclusive    from the drop down arrow next to Open  Pressing  Ctrl O will open the open file dialog  Enter your password and click OK     Open    Open Read Only  Open Exclusive    Open Exclusive Read Only          2   a  In Access 2003  go to Tools  gt  Security  gt  Unset Database Password  Microsoft Access   gt  File Edit View Insert   Tools   Window Help     OL eS Spelling    F7  Office Links          f  database   Databas    Online Collaboration b    Open B   Desion M2  Relationships          Objects Analyze    Database Utilities  a              Replication SL Workgroup Administrator   erste Startup    aa Nese sr Alta           b  In Access 2007  click tab Database Tools  gt  Unset Database Password    External Data Database Tools      Property Sheet E  10601 TI coy switchboard Manager Ted  neon E ay HENI y 0 Wits   SQL Access Encode Decode Linked Tabl ekaa   Make  Message Bar ES Server Database Database Manage
28. ill look like when it is uploaded  you can    view it in the T REX Access Tables  Go to Section 2 for instructions on how to import  your RSR XML file into T Rex     13    6  Tips on Saving Data Files    e Use RSRClients mdb as a template  Do not work directly in the file called  RSRClients mdb  You want to make a copy of it and use that for the steps  Each time  you seek to convert a new cycle of data to XML format  create a copy of RSRClients mdb  with the identifying date  e g  RSRClients Date mdb   This way  you can keep track of  the datasets you are converting and reference them when necessary     We do this by right clicking the file name  clicking    Copy     and then right clicking in the  whitespace  eg  Not on the file name  but in the same folder window  and selecting     Paste     This will create a copy  Click on the newly copied file  it will be called    Copy of  RSRClients mdb      Rename this to    RSRClients_DATE mdb     with the date in for format  of YYYY_MM_DD  eg  2001_02_ 23 for 02 23 2011   This is because file names cannot  have slashes     e Create a database file for each provider  Make a copy of RSRClients mdb for each    provider  Use an easy naming convention such as    ProviderName_Date mdb    to keep  track of the data you are uploading     7  Converting Access Data to XML    The XML Convertor is located in  RsrXmlGenerator RsrXmlGenerator bin Debug  The file  name you are seeking in this folder is called RsrXmlGenerator exe     e Go to  RsrXm
29. lGenerator RsrXmlGenerator bin Debug    e Double click the file called RsrXmlGenerator exe  You should see the following screen        Note  For first time use  you should click on the    Database Setup    Menu Option     Setting up for the first time    1  Click the Database Setup menu item  Then select MS Access from the drop down list   regardless of which version of Access you used     2 Database Setup       z ISOL Server  Hace Enter database name       Test Connection    Close       2  Click    Browse       and browse to the backup file that you created and pasted the  information into from Step 4  It is quickest to do this by clicking    My Computer     gt   C    gt  T   RexFiles  Once you select the file  click open     Open MS Access Database    Loki TE    x  My Recent a RsrClients_2011 02 23 mdb  Documents  Aeee apem  BH RsrClientsSmall mdb   2 2   RsrClientsTextIds mdb  Desktop    7    My Documents    My Computer    File name  RerClients_2011 02 23 mdb   v  My Network Files of type  MS Access Database Y  _ Cancel           3  Once the file is selected  click Close to return to the main T REX screen where you will  create the XML file     4  When you are back at the below screen  you can type in any path to export the XML file  to  such as the one below   You can also click Browse to find an already existing XML file  to be overwritten  such as the one in the path below   Note  it will overwrite without    prompting     15    File Database Setup Merge Clients Help   
30. lect the Open button     33    Step 7 Select the Get External Data     XML File OK button    Get External Data   XML File    Specify the source of the data     File name     The source data will be imported into a nev table in the current database     Step 8 Select the Import XML Transform button    Import XML    Tables     4   ES    4                  ES          4     smlersion   ClientReport  ClientReportMedicallnsurance  ClientReportRace  ClientReportHivRiskPactor  ClientReportservicevisits  ClientReportAmbulatoryService  ClientReportserviceDelwered  ClientReportCd4 Test  ClientReportYiralloadTest    Import Options    O structure Only       Structure and Data       Append Data to Existing Tablets     C  Projects   RSRYXML Files   Client Level Data UC_016069 20100218 160516 xml    Cancel    Help          Transfo    mi       34    Step 9 Select the Import Transforms Add button     Import Transforms    Select a transform to apply before imparting      nonet    Transform Details    Mame      none        Step 10 Select the RsrClientXmlToMicrosoftAccessMap xslt file and either double click on the  file or select the Add button     Add New Transform    Look in     My Recent  Documents    My Metwork   Places       O   X i mr     5  Archives Em RsrClientemiToMicrosoft  ccessMap  xslt   Documents and Settings  gt     MappingMlapToRsrClientschemacutpue  xslt    Files of type    Transforms C  xsl    xslt  e    35    Step 11 Select the Import Transforms OK button to accept the changes
31. m    O    O    Database Type is used to specify either a Microsoft Access or Microsoft SQL Server  database  Depending on which type of those two databases you choose to use  the  following items will be displayed    Database Server is the name of the machine where your SQL Server database is  installed that has the RSR client level data tables    Database Name is the name of the database where your SQL Server tables are installed   Access Mode determines if you are connecting to the SQL Server database using a user  name and password  Normal mode  or using Windows Authentication  Integrated  Security mode     You must enter the User Name if Normal Access Mode is selected  The User Name must  be a valid database user    You must enter the Password if Normal Access Mode is selected  The Password must be  a valid password for the provided User Name    You can use the Test Connection to test the connection to your database using the  values provided on the form    Click on Save to save the values on the form to the applications configuration file so that  they will be available the next time you use the application    Click on Close to close the Setup form     Sample Database Configuration    O    Create SQL Server Sample Tables is an SQL script to create the sample RSR client level  data tables used by T REX to generate the RSR client level data XML files  The tables  are created in the    dbo    schema within SQL Server    Empty SQL Server Sample Tables is an SQL script that w
32. n s  using T REX are  familiar with or have facility with the following software  including accessing and modifying files     e Microsoft Access or Microsoft SQL Server  e Microsoft Excel    This user manual is not written for programmers and assumes that programmers using T REX  are equipped and prepared to modify the files to fit their needs  without the aid of a user manual     As an option  this user manual also provides instructions for users who use SQL Server   Other Resources  Documents    The following documents are available for Grantee reference and use during the RSR reporting  process  from data collection to data reporting     e RSR Client Level Data Elements  This document should be used in conjunction with the  RSR Client Level Data Elements document  which describes the rationale for collecting  the client level data elements  The RSR Client Level Data Elements document is    available at http   careacttarget org library rsr datatields pdf    e RSR Instructions  The RSR Instructions document contains detailed information needed  for completing the RSR reports  This document may be cross referenced with the  section  Client Level Data Fields  in the RSR Instructions document  The RSR    Instructions document is available at  htip   careacttarget org library RSR_ Instruction Manual pdf    e The Instruction Manual Supplement is available at  http   careacttarget org library RSR   Supplement color 11 11 09  28508 20compliant 29 pdf    e RSR CLD Dictionary and XML
33. ntain the date of  the backup  This will help you identify datasets in the future     x  Save in      My Computer E i A   vel x Ll ERE   Tools            H 31 Floppy  A9     e Local Disk  C       2 DVD RW Drive  D     SE Sys on Dur   F     e Nguyenhm on  Dur1Wol2Personal   G       Common on DuriWolZ   H     S   Vol3 on  Cam2   K     S   Vol3 on  Bet1   M                  pa  Save  My Network    Places save as TYPE    Microsoft Office Access Database    mdb  Cancel       3  Once the backup copy has been saved  go back to the folder window and double click  the new file with today   s date to open that copy  This way  you will be working with the  backup  leaving the original intact     4  You will see a list of compiled Client Level Data tables     Access 2003 Access 2007  fe RsrClients   Database  Access 2000 file format          8 Oven W   Design    New   X   o  EJE    Create table in Design view    X Cut    Create table by using wizard  Create table by entering data 43 Copy    ClientReportAmbulatoryService  ClentReportCD4Test  ClientReportHivRiskFactor  ClientReportMedicallnsurance  ClentReporthace  ClientReport  mbulatoryService  ClientReportserviceDelwered  ClientReportservicevisits   ClientReportCD4Test    apague gn gE gege pE LELLE    Favorites ClientReportviralLoadTest J  ClientReportHivRiskFactor       ClientReportMedicallnsurance       ClientReportRace  ClientReportServiceDelivered    ClientReportServiceWisits       5  Double clicking on a table name will show you th
34. o Existing Tables     Cancel    Help                        A       O  Cancel  Help    Opkions   gt     A  Trans pao y       21    Step 8 Select the Add    button    Import Transforms    Select a transform to apply before importing      none     Cancel  a  Rename    Remove    Transform Details    Mame   none         Step 9 Browse to the RsrClientXmlToMicrosoftAccessMap XSL transformation file  highlight the  file and select the Add button    Add New Transform    My Recent  Documents     Resources  pew RsrClient  mlToMicrosoftAccessMap xslt    2 ee  My Network  i _ J  Places Files of type  Transforms    ssl    xslt  w         28    Step 10 Select the Import Transform dialog OK button    Import Transforms    Select a transform to apply before imparting     RerClientxmiToMicrosoFtAccessMap    Transform Details    Mame  RsrClienteamiToMicrosoft  ccessMap    Location    CiProjectsiRSRiResremiGeneratoriRsrClientamiToMicrosoft  ccesskMlap        Tables  E  ClientReport  E  ClientRepor tMedicalinsurance  E  ClientReportRace  E  ClientReportHivRiskPactor      ClientReportService Visits  E  ClientReportServiceDelivered  E  ClientReportAmbulatoryService  E  ClientReportCd4T est  E  ClientReportvViralloadTest    Import Options   5 Structure Only     5 Structure and Data      App       29    Microsoft Office Access       Step 12 Press Cirl S to save the Database   The following tables are populated with the data from the XML file     ClientReport   ClientReportAmbulatory   ClientReportCd4
35. r ia Add ins   MDE    ywi Hide Analyze Move Data Database Tools       3  You will be prompted with a dialog box  Type in the password and click OK     The database no longer has a password set  T Rex should now be able to process  your database and export to XML     22    12  Getting Additional Support    SAIC  Original Developer of T REX   Michael Dols  Michael J Dols saic com    Sphere Abt Contact  RSR TA sphereinstitute org    For questions related to the content or submission of the RSR     ryanwhitedatasupport wrma csrincorporated com    Please also reference the Target Center website at  http   www careacttarget org     23    Section 2A  Client Level Data  CLD  XML File  Microsoft Access 2003 Import Instructions    This section provides instructions for importing RSR CLD XML files into the Microsoft Access  2003 databases  Importing an RSR XML file into T REX gives you the ability to view the RSR  data in the Access Tables  Essentially  this is turning the XML file back into the Access Database     Requirements  e Valid RSR CLD XML file    e Microsoft Access 2003  e  RsrClientimport mdb  e RsrClientXmlToMicrosoftAccessMap xslt    The two necessary RsrClient files can be downloaded from  httos   performance hrsa gov HAB RSREFiles     Please see Section 3  Installing T Rex  of User   s Guide for directions on how to extract required  files     The downloaded folder structure     9  lt  050isk C    TRefiles E Search TReviies V       0    Organize    Include in library   Sh
36. revent email spam filters from altering the zip file        WinZip   Password for file  RsrXmiGenerator zip x     Note  the password will be applied to files you subsequently add to or  extract from the cument archive  and will be automatically cleared when the  archive is closed     Enter password   12345670          Mask password       e Once extraction is completed  you should see the folder window appear with your CA  Drive  Double click the T RexFiles folder to open it  You can create a shortcut to this  folder by right clicking and selecting Send to  gt Desktop  shortcut  for later easy access      Program Files File Folder   LOT RexFiles File Folder   y WINDOWS File Folder    e Note  If all you see is a T RexFiles folder  double click that and continue the instructions  as normal     The folder contents should appear as they do in the screenshot below     Note  Your computer may not be set to show extensions  so you may see only     RsrClients    instead of    RsrClients mdb     This is not a problem and you can continue    normally     O C AT RexFiles    Edit Tools Help    Favorites    wi P Search Wey Folders    File Wiew         Back      E Co T RexPiles    1  a    Mame     O Application Files    5 Source Code    5 sQL Server Scripts   Bl  ClientReportSample  xls  ClientReportTemplate  xls   4   RsrClientsSample mdb    E  RsrClentemiToMicrosoft  cces     7 T REX Application   T Rex User Manual 42 0  pdf    Type  File Folder  File Folder  File Folder    FEB  3  322 KB
37. rojects R5R     RsrClients  mdb  4  Projects R5SR     RsrClientsTextids  mdb        Exit    Y                        Step 4 Browse to the folder containing your RSR client level data XML file  Select Files of type    XML    xml    xsd     25     Sy XML Files   Client Level Data  i  amp     Gal a x fy EJ   Tools      My Recent  Documents     3    Desktop    hy Documents    My Computer    File name       a  My Network     Places Files of type     Outlooki    Paradox     db    Text Files   txk   cesy tabt asc   tinon        Services     kyle    b fio 2009P artEGrantee  xml  My Recent T  Documents    My Documents    My Computer a    014273    20100222  112440  xml       D File name  My Network   Places Files of type    xpi         xml     xsd        26    Step 6 Select the Options button    Import XML    a  E  Emiversion   ClientReport  ClientReportMedicallnsurance    ClientReportRace     ClentReportHivRiskFactor     ClentReportservice visits  ClientReportAmbulatoryService      ClientReportCd4Test  ClientReportYiralloadTest  ClientReportserviceDelwered    EE E E E E E E E    Step 7 Select the Transform   button  Import XML    E Tables  E  XrnlVversion     ClientReport  H  ClientReportMedicallnsurance  E ClientReportRace  E ClientReportHivRiskPactor     ClientReportServicevisits     ClientReportAmbulatoryService  E ClientReportEd4 Test    J  ClientReportYiralloadTest  E ClientReportServiceDeliwered    Import Options       Structure Only       Structure and Data       Append Data t
38. sage with a slightly smaller amount of records   The XML generation is now complete     RSR Client Level Data XML Status EW    b s  D Successfully created ASR Client Lewel Data ML file containing 54 client records        19    8  Creating the eUCI    T REX will use the value in the ClientUci column if it is provided in the ClientReport table  If the  ClientUci is not provided for a client and the ClientUrn is provided  then T REX will use this value  to generate the eUCI  If neither the ClientUci or ClientUrn is provided then T REX will use the  client s first name  last name  date of birth and gender code to create the UCI and subsequent  eUCl     If the eUCI is to be generated from the component parts and to ensure data quality and limited  errors  make sure none of the following eUCI components begin or end with blanks or special  characters     First name  Last name  Data of birth  Gender code    The eUCI is generated using the file named UCI Generator dll  This file is linked into the  program  The input values are read from the ClientReport database and the ClientUci is added to  the XML file     For more information on the eUCi  see    Guidelines for Creating the eUCl     http   www careacttarget org library Guidelines for Creating the eUCI pdf    9  When Your Variables Do Not Match the RSR  Elements    Consult the RSR Data Dictionary for details on the proper formatting of data and transactions   http   careacttarget org library RSR_ Client Level Data Dictionary pdf  
39. tructions are provided below  The Access files are not saved to  HAB s servers  As such  HAB cannot retrieve these files for you if you lose them        e You will receive the T REX files as a zip file from either a technical assistance  representative via email or via an FTP site  a File Transfer Protocol site  where you log in  and download the zip file  depending on what your system allows  A zip file is a  compressed file that contains multiple files within it     e When you receive download the RrsFiles zip  double click on the file to open it and then  locate and open the T RexFiles zip file     e For Windows 7 or Vista Users  If you have Winzip  you would see the screen below    continue with the directions normally  If the  zip file appears to open in a normal folder  window  it is actually still a compressed file  Copy  drag     drop  all of these files to C  T   RexFiles and skip to Step 4     3 WinZip Pro   RsrFiles zip  File Actions View Jobs Options Help    A  lt  10 ls y la ON Y  amp     New Favorites Add Extract Encrypt View  CheckOut Wizard    View Style          Name   Type Modified Size Ratio Packed    T RSR 2009 Annual Reporting Period XML Schema Definition Release Motes pdf Adobe Acro    12 3 2009 8 34 PM 35 116 41  20 637        RSR CLO XML MS Access 2003 Import Instructions  pdf Adobe Acro    2 26 2010 10 44 PH 399 432 11  356 309  T RSR  OLO XML MS Access 2007 Import Instructions  pdf Adobe Acro    2 26 2010 10 44 P  i 405 107 10  363 823    Te RSPR Dat
40. ure that all required data is captured in the ClientReport table         LA  T REX RSR Client Level Data XML Generator    Missing Values   Union Query   iG Eile Edit view Insert Format Records Tools Window Help  Loman  Re Whe Rea AAA AE MESE E TO     Client ise    64F40D09B4F E1C7338264 15007 B25B08E3E7 C4E2U Missing Enrollment Status  Missing First Service Date                              64F 40D09B4F E107 33626415007 B25BU6ESE C4E2U  64F40D09B4FE1C733826415007B25B08E3E7C4E2U Missing Medical Insurance  64F40D0954FE1C7338 26415007B25B08E3E7C4E2U Missing Poverty Level  64F4000964FE1C7338 26415007 B25B08E3E7C4E2U Missing Prescribed HAART  64F40D0954FE1C733526415007 B25B08E3E7C4E2U Missing Prescribed PCP Prophylaxis  64F4000964FE1C7339 2641500 B25B08E3E7C4E2U Missing Risk Screening Provided  64F 40D0964F E1C0733826415007 B25B08ESE C4E2U Missing Screened Hepatitis B   64F 40D09B4F E107 33826415007 BASBUSESE C4E2U Missing Screened Hepatitis C  64F40D0954FE1C733826415007B25B08E3E7C4E2U Missing Screened Mental Health  64F4000964FE1C7338 26415007B25B08E3E7C4E2U Missing Screened Substance Abuse  64F 40D09B4F 107338264 15007 B25B0SESE C4E2U Missing Screened Syphilis   64F 40D09B4F 6107338264 1500 7 B25608ESE C4E2U Missing Screened TB  64F40D09B4FE1C073392641500 B25B08E3E7C4E2U Missing Vaccinated Hepatitis B  1C5E3bE094 27 COSbb9ACUADSbb4F f F CODADE b4CU Missing Services   1CSES6ES89427 CO5B69AC0A03564F7F CSOADE 64CU Missing Services  AES23FF5D99914010657484C494F35F812D08657D8U Missin
    
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