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: TPP have advised Informatica that all practices who use document scanning have a PC running in Gateway mode.
Before you can start the 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 progressing.
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.
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 shared drive
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.
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.
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.
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.
If you need assistance please contact Informatica Support on the email details above
Creating The Data Extracts Folders On A Shared Network Drive
You MUST be able to access the practice shared network drive
Click on File Explorer on the task bar
Browse to your shared drive where you want the extract files to be saved on e.g. S:
Create a new folder - call this Skyline
Open the Skyline folder and create a new folder - call this Informatica
Open the Informatica folder and create 2 new folders - call them Data Extracts and New
Check that all staff can read / write to the Data Extracts folder
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
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
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
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
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:-
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: Gateway
Note: The report will run on the Gateway PC daily and save the extract files to the path you’ve 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
Click on OK
The following box will open showing the new schedule in a grey box with details.
Note, the 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, 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
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:-
Browse to:- (Network drive letter)\Skyline\Informatica\Data Extracts
Check to see if an Archive folder and data tables 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