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Note: Configuring the Strategic Reporting extract for Skyline should take no longer than 20 minutes to complete. The report can be setup on any PC which has access to a practice shared drive and by a user who has Strategic Reporting access in TPP.

Note

NOTE: TPP have advised Informatica that all practices who use document scanning have a PC running in Gateway mode.

Before you can start the configuration of the strategic reporting configuring a strategic report extract for Skyline, the PC or virtual PC running in Gateway mode needs to be located. If you don’t have a PC running Gateway mode or your practice are new to Strategic Reporting please see TPP - Grant Strategic Reporting Access And Gateway Mode Checks before configuring the Skyline extract belowprogressing.

Note

Our preferred location for saving the Skyline extracts is on a network drive as this gives the practice more flexibility when uploading the data into Skyline. Note, the Gateway PC

Please check you meet the following statements before continuing:-

  • Check you have a practice shared drive available to all staff - Skyline extracts will be saved here

  • The Gateway PC Windows logins MUST be able to access the

network

  • shared drive

. If you’re opting to save the Skyline extracts on C: you will need to setup the report on the gateway PC and know the Gateway PC name to correctly configure the scheduled job section below. The PC name can be found by right clicking the MY PC icon on the Gateway PC desktop > Properties - Note the Device Name

  • Nominate a PC within the practice which can stay logged on the network 24/7 and isn’t used by different staff

  • Nominate a Skyline Gateway Role user - they will log into the Skyline Desktop Connector (DTC) on the PC selected above and must have access to the shared drive. The DTC is responsible for uploading the daily extracts from the shared drive into Skyline

If you would like to save the Skyline extracts on C: of the Gateway PC please contact support@ishealth.co.uk for more information.

Info

Once the strategic report for Skyline extracts has been setup and activated by TPP, the report will extract data from SystmOne on a daily basis and save the files in the network path configured in the report below.

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Info

As mentioned above, our preferred location for saving the Skyline extracts is on a network drive as this gives the practice more flexibility when uploading the data into Skyline. You will need to ensure that the gateway PC can access the selected network drive and that all users have read / write access to the folder you’re going to create below.

If you’d prefer to use C: on the gateway PC this is also covered below.

If your not sure or would like .

If you need assistance please contact Informatica Support - our contact details are on the email details above

Creating The Data Extracts Folders On A Shared Network Drive

Note, this is only needed if you've opted to save your Skyline extracts on a network drive (our preferred method)You MUST be able to access the practice shared network drive

  • Click on File Explorer on the task bar

  • Browse to your chosen network shared drive where you want the extract files to be saved on e.g. NS:

  • Create the a new folder - call this Skyline

  • Within Open the Skyline folder and create a new folder - call this Informatica

  • Within Open the Informatica folder and create the 2 new folders - call them Data Extracts and New

  • Check that all staff can read / write to the Data Extracts folder

Configuring The Extract Report

Note, if you’ve opted to use a network drive for the extracts you do not need to be on the gateway PC to configure the report however the gateway PC MUST have access to the selected network drive. If you’ve opted to save the extracts on C: you must setup the report on the gateway PC.

The user granted Download Strategic Reporting Extracts access needs to log into TPP Just recap, you should now have a network path of S:/Skyline/Informatica/Data Extracts (S: is an example, this will be replaced with your network drive letter)

Configuring The Extract Report

Log into TPP as the user who is has access rights to Download Strategic Reporting Extracts

  • Click on Setup

  • Click on Users & Policy

  • Click on Organisation Groups

  • Click on New Group

...

  • Configuration name: Informatica Reporting

LocationIf you’ve opted for a network drive

  • Root Directory:

    • Click on the folder icon

    • Click on This PC

    • Select the practice network drive and drill down to Skyline\Informatica\Data Extracts OR type the path e.g. (network drive letter):\Skyline\Informatica\Data Extracts

    • Click on Select

  • Root directory new units:

    • Click on the folder icon

    • Click on This PC

    • Select the network drive and drill down to Skyline\Informatica\Data Extracts\New OR type the path e.g. (network drive letter):\Skyline\Informatica\Data Extracts\New

    • Click on Select

Info

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

If you’ve opted for C: on the gateway PC

  • Root Directory:

    • Click on the folder icon

    • Click on This PC

    • Image Removed

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

    • Click on Select

    • Click YES to create

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  • Click on the folder icon

  • Image Removed

  • 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

Technical Contact

  • Search and select the user with Strategic Reporting access

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  • The content box should now 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

The Note, the window should look similar to below with 18 tables under content BUT instead of C:, this will be your practice shared drive letter:-

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  • Click on OK to create the download report

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Configure as follows:-

  • Run On:

    If you’ve opted to save the extracts on a network drive or a shared drive on a different PC, the default of

    Gateway

    is fine

  • If you’ve opted for C: on gateway use the dropdown and select the gateway PC name noted above - not GATEWAY.

Note

Note: The report will run on the Gateway PC daily and save the extract files to the path you’ve set above. By selecting C: and ‘runs on’ as GATEWAY, there’s the potential for data loss if you have more than 1 gateway PC or run gateway mode on different PCs. When the extract report runs it saves to C: of whichever PC is running gateway mode at that time. Please make sure you select the gateway PCs actual name off the list if you’ve opted for C: setup above, hence why it’s VERY important that the Gateway PC can access and write to the practice shared drive and folders you’ve created. I’d recommend checking this once you’ve setup the report.

  • 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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The following box will open showing the new schedule in a grey box with details.

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Info

Note, As long as the TPP Gateway is logged in, the scheduled report will begin automatically downloading at the scheduled time once TPP has activated the new organisation groupthe report is now setup. Once the new organisation has been activated by TPP, data will be extracted daily at 23:00 however this is reliant on Gateway mode running and access to the practice shared drive. The extracted data will then be uploaded into Skyline by the DTC; this is covered in a separate document.

Request That TPP Enable The New Organisation Group

Note

Note, the report is now setup but no data will be extracted until TPP activate this and send you a confirmation email.

Please see below, you need to email TPP and request the new organisation is activated

The practice must

  • Email SystmOneSetup@tpp-uk.com and CC Support@ishealth.co.uk

  • Provide the following information:-

    • Subject: Practice NACS CODE - Request for New Organisation to be enabled

    • Body of email:-

      • Practice NACS code

      • Name of the new Organisation Group : Informatica (NACS CODE)

      • Request that strategic reporting is enabled for the new Organisation group

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  • On a day AFTER the extract date advised by TPP:-

    • On the Gateway PC browse Browse to:- C:\Programdata(Network drive letter)\Skyline\Informatica\Data Extracts

      Note if you cannot see the C:\Programdata folder listed this may be hidden

    • Click View in the top menu

      • Tick hidden items

    • Check to see if an Archive folder and data files tables are listed in the Data Extracts folder

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