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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
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
Type the file name C:\Programdata\Informatica\Data Extracts\New
Click on select
Click YES to create
Info |
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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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