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  • Click on Setup

  • Click on Users & Policy

  • Click on Organisation Groups

  • Click on New Group

The box below will open :-

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Configure as follows:-

  • Group name: Informatica (NACS CODE) - E.G Informatica A12345

  • Parent organisation group

    • Click on the house icon

    • Tick ‘Only show groups in this organisation and a member of’

    • Select the practice

    • Click on OK

  • Function/speciality

    • Click on the down arrow

    • Tick the this organisation box

    • Select Strategic Reporting

  • General description - : Skyline Extracts

  • Membership terms

    • Tick Membership must be approved by your organisation

    • Tick Allow reporting across entire group

    • Tick Strategic reporting group

  • Click on OK

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The following window will open :-

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Configure as follows:-

  • Configuration name: Informatica Reporting

Location

  • Root Directory:

    • Click on the folder icon

    • Image RemovedImage Added
    • Type the file name C:\Programdata\Informatica\Data Extracts

    • Click on Select

    • Click YES to create

  • Root directory new units:

    • Click on the folder icon

    • Image RemovedImage Added
    • Type the file name C:\Programdata\Informatica\Data Extracts\New

    • Click on select

    • Click YES to create

Info

Note: At this point Skyline is not using the ‘New Units' but we’re setting up the path in advance

Options

  • Tick Normalised values for static lists

  • Tick Normalise values for locally configured lists

  • Untick Manage Full Download

Technical Contact

  • Search and select the user with Gateway permissions

Content

  • The box will be blank - click on the +

  • Highlight the following tables one at a time and click the right arrow to select

    • SRAppointment

    • SRAppointmentRoom

    • SRCode

    • SREvent

    • SRGPPracticeHistory

    • SRImmunisation

    • SROrganisation

    • SRPatient

    • SRPatientAddressHistory

    • SRPatientContactDetails

    • SRPatientRegistration

    • SRPrimaryCareMedication

    • SRProblem

    • SRRepeatTemplate

    • SRRota

    • SRStaffMember

    • SRStaffMemberProfile

    • SRStaffMemberProfileRole

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The following box will open :-

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Configure as follows:-

  • Run On: Gateway

  • Due: Set this to todays date and 23:00

  • Repeat: Tick to keep the schedule on repeat

  • Strategic Reporting Group: Informatica (NACS CODE)

  • Download Configuration: Informatica Reporting

  • Click the + to the right of the box displaying Informatica Reporting

  • Informatica (NACS CODE) should be added to the configurations to download

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