Note: Configuring the Strategic Reporting extract for Skyline should take no longer than 20 minutes to complete
Before you can start the configuration of the strategic reporting extract for Skyline, the PC running in Gateway mode needs to be located. This will need to be logged into TPP as a user who has Download Strategic Reporting Extracts access. If you don’t have a PC running Gateway mode or your practice are new to Strategic Reporting please see TPP Strategic Reporting For Skyline - Setup a new Gateway before configuring the Skyline extract below.
NOTE: TPP have advised Informatica that all practices who use document scanning have a PC running in Gateway mode.
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 path configured in the report below.
You will need to 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
Support Contact Details
Informatica Support - (Practice NACS code is used for support purposes) Email : Support@ishealth.co.uk or Tele: 03303353110
Note: If you experience any problems whilst following the instructions bellow please contact Informatica Support and provide as much information as possible including your practice NACS code.
TPP SystmOne Support - Tele: 0113 205 0099 (NAT code is used for support purposes)
Strategic Reporting - Configuring The Skyline Extract
Configure A New Organisation Group
Note: throughout the document you will see reference to NACS CODE - you must enter the PRACTICE NACS / ODS CODE E.G A12345
Note: the extract user must not log into the TPP Gateway using their Smartcard as the Gateway will logout once the Smartcard is removed.
The user granted Download Strategic Reporting Extracts access needs to log into TPP running in Gateway mode.
Click on Setup
Click on Users & Policy
Click on Organisation Groups
Click on New Group
The box below will open :-
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 NACS code / practice name
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
Note: If an invite box opens click on cancel
A box will be displayed advising that a new organisation group has been created and to contact the TPP helpdesk to schedule the report.
Click on OK
Note, though you saw the message regarding contacting the local TPP helpdesk this is not required until you reach the end of this document. Please continue to the next step below.
Configure Extract Tables And Fields
Click on Setup
Click on Users & Policy
Click on Strategic Reporting Download Configurations
Strategic Reporting : Select Informatica (NACS CODE) from the drop-down box if there are more than one configured/available.
Click New to create a new extract report (Amend can be used to edit and existing report)
The following window will open :-
Configure as follows:-
Configuration name: Informatica Reporting
Location
If you wish to save the data to another location other than the C: you will need to ensure that the location is available at all times, and the folder has appropriate privileges for the user granted Gateway Role within Skyline, to access the location. Please discuss with Informatica Support - our contact details are above
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
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
Options
Tick Normalised values for static lists
Tick Normalise values for locally configured lists
Untick Manage Full Download
Content
The left hand content box should be blank however if you see SRNDOptOutPreference listed please highlight the line and click on the - to remove from the left hand list.
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 window should look similar to below with 18 tables under content:-
Click on OK to create the download report
Note: Informatica Reporting should now be listed
If you click on Informatica Reporting the configured tables will be listed similar to below.
Scheduling The Extract
Note, As mentioned above, the TPP Gateway must be running during the reporting period, which is from 9pm to 10.30am This can vary depending on the extract job finish time.
Click on Setup
Click on Users & Policy
Click on Scheduled Jobs
Note: Scheduled strategic reporting may be listed, these are jobs already setup by the practice and should be ignored.
Click on the + to create a new schedule
Click on Strategic Reporting Download
The following box will open :-
Configure as follows:-
Run On: Use the dropdown and select the gateway PC name noted above - not GATEWAY.
Note: The report will run and save the extract files on the PC named above. By selecting GATEWAY there’s the potential for data loss. We’ve come across several practices with branches (more than 1 gateway PC) and gateway mode icons on different PCs which staff sometimes log into; this impacts where the extracted files are stored and impacts Skyline. Please make sure you select the actual PC name off the list.
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
Click on OK
The following box will open showing the new schedule in a grey box with details.
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 group.
Request That TPP Enable The New Organisation Group
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
Note, TPP will email you confirming that the Organisation Group as been activated and advise on the date when the bulk data will be extracted.
On a day AFTER the extract date advised by TPP:-
On the Gateway PC browse to:- C:\Programdata\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 data files are listed in the Data Extracts folder
Note, if there’s a problem with the extract please email Informatica Support - Support@ishealth.co.uk for further investigation