PII Field Encryption Considerations
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Before you begin
PII field encryption changes should be planned as a maintenance task, not handled during normal user activity.
- Review your organization's HIPAA, privacy, and data-at-rest policy before changing encryption settings.
- Create a current CAREWare database backup and record the current EncryptPIIFields and PIIFieldsEncrypted values.
- Schedule downtime and have all users log out before the Business Tier service is stopped or encryption processing begins.
- Use a test environment first to review the process before making changes to the production database.
How CAREWare PII encryption works
CAREWare can encrypt PII fields in SQL for the cw_client and cw_map_client_provider tables. These fields include client name, DOB, address, and similar client-identifying values. When encrypted, those fields appear as null values in SQL queries.
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Expected setting combinations
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Change the CAREWare action setting
Step 1. Go to C:\Program Files\CAREWare Business Tier, right-click CW Admin, and click Run as Administrator.
Step 2. Click Stop Server.
Step 3. Select LocalNumberStorage under TableName, then select EncryptPIIFields.
Step 4. Click Edit and set the value to 1 to encrypt PII fields, or 0 to decrypt PII fields.
Step 5. If EncryptPIIFields is missing, click Add, enter EncryptPIIFields as the Tag, and enter 1 or 0 as the Setting.
Step 6. Click Start Server and wait for the process to complete before users return to CAREWare.
Confirm it worked
Run the applicable SQL query against cw_data. When records are encrypted, these PII columns appear as null. When records are decrypted, they appear as not null.
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For the decrypted state, change IS NULL to IS NOT NULL. During decryption, the null results should decrease until none remain. During encryption, the not-null results should decrease until none remain.
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Migration and test-refresh reminders
- Before migrating CAREWare to a new server, record both EncryptPIIFields and PIIFieldsEncrypted.
- Before restoring a test environment from production, remember that cw_common_storage can be replaced by production values.
- If the Business Tier action setting and database state flag do not match the real PII state, stop and contact the CAREWare Help Desk before editing Common Storage directly.
When to contact Help Desk
- You are not sure whether the database is actually encrypted or decrypted.
- PIIFieldsEncrypted appears wrong or conflicts with observed query results.
- Users cannot find clients after processing should have completed.
- You need to change Common Storage directly or recover from a migration/test-refresh mismatch.
References
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