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

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

The box below will open :-

Configure as follows:-

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.

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

The following window will open :-

Configure as follows:-

Location

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

Technical Contact

Options

Content

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:-

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.

Note: Scheduled strategic reporting may be listed, these are jobs already setup by the practice and should be ignored.

The following box will open :-

Configure as follows:-

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.

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; for reference, this is covered in TPP - Configuring The Skyline Desktop Connector For Gateway Role (Uploading Data) but not needed at this stage. We’ll notify you once Skyline is ready for ‘go live’.

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

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.

Note, if there’s a problem with the extract please email Informatica Support - Support@ishealth.co.uk for further investigation