Note: Configuring the Strategic Reporting extract for Skyline should take no longer than 20 minutes to complete
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 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 below.
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 MUST be able to access the network 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
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.
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. 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 assistance please contact Informatica Support - our contact details are above
Creating The Data Extracts Folders On A Network Drive
Note, this is only needed if you've opted to save your Skyline extracts on a network drive (our preferred method)
Click on File Explorer on the task bar
Browse to your chosen network drive where you want the extract files to be saved on e.g. N:
Create the folder Skyline
Within the Skyline folder create Informatica
Within Informatica create the folders 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
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’ve opted for a network drive
Root Directory:
Click on the folder icon
Click on This PC
Select the 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
If you’ve opted for C: on the gateway PC
Root Directory:
Click on the folder icon
Click on This PC
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:
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: The report will run 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:
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