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Identity Manager 9.2.1 - Epic Healthcare System Administration Guide

Managing an Epic health care system Setting up synchronization with an Epic health care system Basic Data for managing an Epic health care system Epic Connection Epic EMP User Accounts Epic EMP template Epic EMP subtemplate Epic SER Items Epic SER Provider accounts Epic SER Blueprints Epic SER Template Security Matrix Configuration parameters for managing Epic health care system Default project template for Epic

Deleting an Epic SER blueprint

Use this feature to delete Epic SER blueprint.

 

To delete an Epic SER blueprint

  1. Select Epic health care | SER blueprint.

  2. Select the Epic SER blueprint in the result list that you want to delete.

  3. Select the delete option from the menu item.

NOTE: An Epic SER blueprint cannot be deleted if it is applied to one or more Epic SER providers.

Epic SER Template

Epic SER templates are custom templates which contain predefined set of configurations that could be used to build a SER provider record. When a SER template is applied to a SER provider record, the SER template configurations (SER item values) are copied over to the SER provider.

Epic SER template report

The list of Epic SER templates along with the configurations (SER item values) need to be prepared in a format described below. The name of the file should be SERTemplate.csv. This is called the Epic SER template report. The generated report should be copied to the configured CSV import directory (The CSV import directory is configured when you created the synchronization project). Epic SER templates are loaded into the One Identity Manager by synchronization.

NOTE:

  • If the CSV import directory is a local folder on the job server and One Identity Manager workstation, make sure to copy the Epic SER provider report to both the job server’s and One Identity Manager workstation’s local folder.

  • If the CSV import directory is a network share, make sure it is accessible from both the job server and One Identity Manager workstation.

Format of the SERTemplate.csv file

One Identity Manager requires the Epic SERTemplate.csv reports to be prepared in the following format.

The first line in the report should be the SER Item Numbers with each field delimited by the pipe (|) symbol. The first column should be the template Id and the second column should be the Name. The rest of the items could be in any order. Starting from the second line the actual Epic SER templates need to be present with each field delimited by the pipe (|) symbol. For SER items that are multi-valued, they need to be separated by a comma (,).

IMPORTANT:

  • If a field value contains pipe (|), the entire field value needs to be escaped properly with double quotes (")

  • If a multivalued field value contains comma (,) the entire field value needs to be escaped properly with double quotes (")

Note:

  • The EPC module’s miscellaneous folder contains sample Epic SER template csv file for reference.

Editing Epic SER template

Epic SER template is loaded into the One Identity Manager by synchronization. The CSV file allows you to

  • Add new Epic SER templates.

  • Update the Epic SER template item values.

To edit an Epic SER template

  1. In SERTemplate.csv, modify the rows.

  2. Run synchronization in One Identity Manger Synchronization Editor.

  3. Epic SER template data will be synchronized based on the operation performed on the SERtemplate.csv.

Overview of Epic SER template

Use this task to obtain an overview of the Epic SER template.

To obtain an overview of an Epic SER template

  1. Select Epic health care | SER templates.

  2. Select the Epic SER template in the result list.

  3. Select the task Epic SER template overview.

The overview of Epic SER template displays information for the Epic SER template which includes display name, Epic SER template ID and Epic connection to which Epic SER template belongs.

Master data for Epic SER template

Use this task to view the master data for an Epic SER template.

To view master data of an Epic SER template

  1. Select Epic health care | SER template.

  2. Select the Epic SER template in the result list.

  3. Select the task Epic SER template master data.

Table 42: Master data for Epic SER template
Field Description

Display name

Display name of the Epic SER item

Epic SER template ID

Epic SER template identifier from Epic target system.

Description

Epic SER template description.

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