Configuring File Shares

Configure file share locations for PatientSecure for the following purposes:

Before You Begin

Before you begin, consider the following information:

  • The file share locations must exist in your application server environment before you configure it in the Admin Console.

  • You must configure separate files share locations for use with Utilization Reporting and Scheduled Reports. You cannot reuse a file share location used by Utilization Reports for the scheduled reports.

  • Ensure that the user account has appropriate read and write access for the file share location.

    For FTP file shares, the user account must have write access to the FTP location and create directory access for saving reports to a subfolder on the FTP share.

  • The file share location does not support SFTP types that require the PatientSecure client to accept a host key.

To add a file share:

  1. In the Admin Console, go to Settings > File Shares.

  2. Click Add a new file share and enter the following information:

    1. Protocol Type Select a file share protocol from the drop-down list.

    2. Server. Enter the information that corresponds to the file share protocol selected:

      • For an FTP site, enter the FTP address and port number.

        For example:

        ftp://myServer.myDomain and port 21

      • For a Network share, enter the Uniform Naming Convention (UNC) path to a file share in the Server box.

        For example:

        \\myServer.myDomain\myShare

        \\myServer.myDomain\C$\myShare

      • For a SSH File Transfer Protocol (SFTP) site, enter the SFTP address and port number.

        For example:

        sftp://myServer.myDomain and port 22.

      • For an Imprivata FairWarning SFTP site, enter the SFTP address and port number supplied by the Imprivata FairWarning customer support team.

        Only applies to a PatientSecure integration with Imprivata FairWarning.

    3. Account Username: Enter the domain and username for an account with read and write access to the file share.

      For example:

      myDomain\myUserName

      For an Imprivata FairWarning SFTP site, enter the username supplied by the Imprivata FairWarning customer support team.

    4. Account Password: Enter the password for the account to access the file share.

  3. Click Save.

To edit a file share:

  1. From the Admin Console menu, select Settings > File Shares.
  2. Select a file share from the list and click its row. The Edit File Share dialog opens.
  3. Edit the settings as needed and click Save.