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RADplus 2022 Update 24.1

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Product Requirements / Recommendations

RADplus required

Recommended Update Level

RADplus 2022 Update 24

Product Update Form Description

The following modifications are made to the State Form Tools: 1) The 'State Form Task Scheduler' SFTP functionality is modified to allow key pair authentication. 2) Compiles that are run using the System Task Scheduler will now be run on ECP servers if available. 3) An issue is resolved where compiling a definition would error for users with double quotes in their username. 4) The error [SUBSCRIPT]RecurseCreateXML+23^GUISFCompileUtils that could occur in XML records with many levels of subrecords is resolved. 5) An SQL error that could be received when using the GROUP BY or ORDER BY command is resolved.

Included Updates

15, 24

Required Updates

RADplus 2022 Update 24
Details
NEW0 CHANGED2 FIXED2
Changed (2)
State Form Task Scheduler - Form
The 'State Form Task Scheduler' is modified to allow "Key Pair" user authentication for enhanced security when sending a "State Form Definition" file, to an "FTP/SFTP" server.
Value Added: Provides an added layer of security to basic user authentication when sending files
Topics
• NX • State Form Task Scheduler
 
State Form Task Files - ECP servers
"State Form Definition" file compiles that are scheduled to run as a task via the "System Task Scheduler", have been updated to execute on the "ECP" server when systems are configured with an "ECP" server to run reports and other processes
Value Added: Enables client systems with ECP servers, to now use their ECP server to generate state form files
Topics
• NX • State Form Task Scheduler
 
Fixed (2)
State Form File Generation - Compiles
An issue is resolved to ensure successful compiling a definition in form "State Form File Generation" if the user has double quotes in the "User Description" field of their "UserID" record in form "User Definition".
An issue is also resolved ensuring successful compiling of a state form definition file if the "Additional SQL Selection" column of the record contained a SQL statement that included an "GROUP BY" or "ORDER BY" command.
Topics
• NX • State Form Tools
 
State Form Definition Files - sub records
An issue is resolved compiling "State Form Definition" files that contain multiple sub-records.
Topics
• NX • State Form Tools
 
Acceptance Tests
AV-83747 Summary | Details
State Form File Generation - Compiles
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • State Form File Generation
Scenario 1: State Form File Generation - Validations
Specific Setup:
  • Have user [UserA] that has "Double Quotes" populated in the "User Description" field of their "User Definition" form record
  • Have user [UserB] that has an "Apostrophe" populated in the "User Description" field of their "User Definition" form record
  • Have user [UserC] that has any other special character populated in the "User Description" field of their "User Definition" form record
  • Have user [UserD] that has no special characters in their name
  • Have a "State Form Definition" file defined [DefinitionA], whose record has an SQL statement populated in the "Additional SQL Selection" column that includes the "GROUP BY" command within the statement
  • Have a "State Form Definition" file defined [DefinitionB], whose record has an SQL statement populated in the "Additional SQL Selection" column that includes the "ORDER BY" command within the statement
  • Log in as [UserA]
Steps
  1. Open form "State Form File Generation".
  2. Select definition [DefinitionA] in field "State Form".
  3. Populate the "File Description" field.
  4. In the "File Generation Options" field, select "Compile".
  5. Click [Process].
  6. Validate the process completes successfully.
  7. In the "File Generation Options" field, select "Dump File".
  8. Click [Process].
  9. Validate the data output of the file is as expected
  10. Close the form
  11. Open form "State Form File Generation".
  12. Select definition [DefinitionB] in field "State Form".
  13. Populate the "File Description" field.
  14. In the "File Generation Options" field, select "Compile".
  15. Click [Process].
  16. Validate the process completes successfully.
  17. In the "File Generation Options" field, select "Dump File".
  18. Click [Process].
  19. Validate the data output of the file is as expected
  20. Close the form
  21. Log out as [UserA]
  22. Log in as [UserB]
  23. Repeat step 1
  24. Validate results are as expected
  25. Repeat step 2
  26. Validate results are as expected
  27. Log out as [UserB]
  28. Log in as [UserC]
  29. Repeat step 1
  30. Validate results are as expected
  31. Repeat step 2
  32. Validate results are as expected
Topics
• NX • State Form Tools
AV-83748 Summary | Details
State Form Task Scheduler - Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • State Form Definition
  • State Form Task Scheduler
  • System Task Scheduler
Scenario 1: System Task Scheduler - Validate a "State Form Definition" file task sent to an "FTP/SFTP" server
Specific Setup:
  • Have a state form definition file [DefA], created in form "State Form Definition"
  • Have an "FTP Server" set up to receive files
  • Have the following "FTP Server" information available in order to populate the "State Form Task Scheduler" form during testing:
  1. The "Service Directory" location
  2. The "Server Host Name"
  3. The "Server Port Number"
  4. The "Server Username" field
  5. The "Server Password" field
  6. The "Public Key File" and the folder location of the file
  7. The "Private Key File" and the folder location of the file
Steps
  1. Open form "State Form Definition"
  2. Select [DefA]
  3. Populate the "File Path" field with directory that exists on the logged in users server; [LocationA]
  4. Submit the form
  5. Validate the form files successfully
  6. Open the 'State Form Task Scheduler' form
  7. Select [DefA]
  8. Select "Yes" in the "Create File" field
  9. Select "Yes" in "Send File To FTP Server" field
  10. In the "FTP Type" field, select "SFTP - Key Pair"
  11. Populate the "Server Host Name" field
  12. Populate the "Server Port Number" field
  13. Populate the "Server Username" field
  14. Populate the "Server Password" field
  15. Populate the "Service Directory" field, this is folder location [FTPfolderA] on the FTP server where the file will be sent
  16. Populate the "Public Key File Location" field
  17. Populate the "Private Key File Location" field
  18. Click [Test FTP Connection]
  19. Validate test is successful
  20. Submit the form
  21. Validate the form files successfully
  22. Open form "System Task Scheduler"
  23. Select the task set up for [DefA] in step 2 from the "Schedule(s)" field
  24. Populate the "Recurrence Pattern" field with desired value
  25. Populate the "Task Occurrence" field with the desired value
  26. Populate the "Start By" field with the desired date for the task to start
  27. Populate the "Start Time" field with the desired time for the task to start
  28. Select "No" in the "Inactive Task" field
  29. Click [Schedule Task]
  30. Close the form
  31. When the scheduled start by date and time for task filed in step 3 has passed:
  32. Validate the state form file [DefA] exist in the folder [LocationA] on the logged in users server, set in step1
  33. Validate the state form file [DefA] exists in the folder [FTPfolderA] on the "FTP" server, set in step 2
Topics
• NX • State Form Task Scheduler
AV-83749 Summary | Details
State Form Task Files - ECP servers
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • State Form Task Scheduler
  • System Task Scheduler
Scenario 1: System Task Scheduler - Validate "State Form Definition" file task when compiled on an ECP server
Specific Setup:
  • Have an environment that contains an Avatar "Database" server and also an "ECP" server configured by Netsmart with the database server as its "Remote" database server
  • Have a state form definition file created in form "State Form Definition" [DefA]
  • In form "State Form Definition", select [DefA] and note the definition ID# [IDNum], in parentheses next to the file name
  • Have a report or query that can display data in the "SYSTEM.RADplus_sf_audit_record" table [ReportA]
Steps
  1. Open form "State Form Definition"
  2. Select [DefA]
  3. Populate the "File Path" field with directory that exists on the users local server
  4. Submit the form
  5. Open the 'State Form Task Scheduler' form
  6. Select [DefA]
  7. Select "Yes" for Create File
  8. Populate any other required fields
  9. Submit the form
  10. Validate the form files successful
  11. Open form "System Task Scheduler"
  12. Select the task set up for [DefA] in step 2 from the "Schedule(s)" field
  13. Populate the "Recurrence Pattern" field with desired value
  14. Populate the "Task Occurrence" field with the desired value
  15. Populate the "Start By" field with the desired date for the task to start
  16. Populate the "Start Time" field with the desired time for the task to start
  17. Select "No" in the "Inactive Task" field
  18. Click [Schedule Task]
  19. Close the form
  20. When the scheduled date and time for task filed in step 2 has passed
  21. Run [ReportA] to display data in the "SYSTEM.RADplus_sf_audit_record" table
  22. Validate a row is present for the state form definition file, [DefA]
  23. Validate the "FileID" column is populated with definitions ID number [IDNum], noted in the setup
  24. Validate the "Server" field is populated with expected "FTP" server name, indicating that the file compiled on that server as expected
Topics
• NX • State Form Task Scheduler
AV-83750 Summary | Details
State Form Definition Files - sub records
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • State Form File Generation
Scenario 1: Validate the output of a "State Form Definition" file containing multiple sub-records
Specific Setup:
  • Have an "XML" type "State Form Definition" file created that contains a main record and multiple sub-records. [Def1]
Steps
  1. Open form "State Form File Generation"
  2. Select the [Def1] definition in field "State Form"
  3. In the "File Generation Options" field, select "Compile"
  4. Click [Process]
  5. Validate the process completes successfully
  6. In the "File Generation Options" field, select "Create File on Server"
  7. Click [Process]
  8. Click the "Compile Complete", [OK] button
  9. Click [Process] to create a file on the server
  10. In the "Windows Explorer" window, navigate to a folder location and save the file
  11. In the "Save In" drop down list of File Explorer, select a directory and populate the "File Name"
  12. Click [Save]
  13. In "File Explorer", go to the directory where the file was saved
  14. Click to open the file
  15. Validate the contents are as expected
Topics
• NX • State Form Tools