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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 and restoring Epic SER provider accounts

NOTE: As long as an account definition for an identity is valid, the identity retains the Epic SER provider account that was created by it. If the assignment of an account definition is removed, the Epic SER provider account that was created from this account definition is deleted.

To delete an Epic SER provider account

  1. Select Epic health care | SER providers.
  2. Select the Epic SER provider account in the result list.
  3. Delete the Epic SER provider account.
  4. Confirm the security prompt with Yes.

To restore an Epic SER provider account

  1. Select Epic health care | SER providers.
  2. Select the Epic SER provider account in the result list.

  3. Click Undo delete in the result list toolbar.

Configuring deferred deletion

Configuring deferred deletion

By default, Epic SER provider accounts are finally deleted from the database after 30 days. The Epic SER provider accounts are initially disabled. You can re-enable the Epic SER provider accounts until deferred deletion is run. After deferred deletion is run, the Epic SER provider accounts are deleted from the database and cannot be restored anymore. The deferred deletion days can be configured to a value other than the default value, which is 30 days.

Epic SER Blueprints

Epic provides a standardized templates called Epic SER blueprints, which are a predefined set of configurations that could be used to build an Epic SER provider record. When an Epic SER blueprint is applied to an Epic SER provider record, the Epic SER blueprint configurations (Epic SER item values) are copied over to the Epic SER provider.

SER blueprint report

Epic SER blueprint report

The list of Epic SER blueprints along with the configurations (SER item values) can be exported from the target Epic system to a called file SERBlueprint.csv. This is called the Epic SER blueprint 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 blueprints are loaded into the One Identity Manager by synchronization.

NOTE:

  • For more information on how to automate Epic SER blueprint report generation and export them as CSV, contact Epic technical support.

  • If the CSV import directory is a local folder on the job server and One Identity Manager workstation, make sure to copy the 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.

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