Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Horizontal Navigation Bar


Horizontal Navigation Bar Page
titleAbout

Unified File Management (UFM) is a single system for the management of data files. 


Horizontal Navigation Bar Page
titleGetting Started

Prerequisites to Getting Access to UFM


Before requesting any role the prerequisite is that you have established a HARP account and your organization has onboarded with HARP. If you currently have an EIDM or EUA account, then you can go to HARP page and Login using EIDM/EUA credentials. Otherwise, if you do not have an EIDM or EUA account, theyou need to request a HARP ID. If you already have a HARP ID, there is no need to create a new one.

Recipients of PHI / PII must be onboarded to UFM and senders may not utilize non-registered user option when sending PHI / PII.

Because HARP is a prerequisite, we will be targeting organizations who have already onboarded with HARP. If an organization has not identified and designated a Security Official for their organization, none of the requests from that organization will be approved.

Horizontal Navigation Bar Page
titleGetting Started

QUICK START GUIDE


Step 1: Designate Security Official (SO) for Organization

Each organization designates a Security Official. This role will allow that individual to approve Web User role requests within their organization.

Step 2: Register for a HARP account

If you currently have an EIDM or EUA account then go to HARP page https://harp.cms.gov/ and Login using EIDM/EUA credentials

If you do not

yet have a HARP account, please register for a

have an EIDM or EUA account then Get HARP ID. For instructions on obtaining a HARP ID, visit the

HARP registration process, refer to the HARP page

 How to get a HARP ID Help Page.

If you already have a HARP ID, there is no need to create a new one.

Step

2

3: Request Role

 Once

the

your HARP account has been created, log

into HARP 

into HARP and request a

"Service" entitlement via a HARP

User Role

  • Select User Roles from the top of the page, and select Request a Role.
  • Select 
  • :

    Select your Organization.
      • Select the “Managed File Transfer” Program
      • Select your Organization
    the following user role: Step 3: The organization's Security Official reviews and approves/denies the user role request. You will be notified via email that your request has been submitted, and again when your role has been approved or denied
      • a User role (Security Officer (SO) or Web User)

    Visit the How to get a HARP ID Help Page to view a helpful video on requesting user roles.

    Step 4:

     Log into...

    Access UFM

    Horizontal Navigation Bar Page
    titleResources



    Horizontal Navigation Bar Page
    titleFAQs

    FAQs



    Panel
    borderColor#254b78
    titleColor#ffffff
    borderWidth1
    titleBGColor#254b78
    borderStylesolid
    titleGeneral


    Expand
    titleWhat is UFM?

    Unified File Management (UFM) is a single system for the management of data files. 


    Expand
    titleWhy is FileCloud being decommissioned?

    FileCloud is not 508 compliant, so this is a necessary transition.


    Expand
    titleWhen is FileCloud being decommissioned?

    FileCloud is being decommissioned on March 1, 2024.


    Expand
    titleWhat should I do to prepare for the transition to UFM?

    Review all files and data. Any content that is outdated or no longer needed should be removed by January 2, 2024.


    Expand
    titleCan I still sign up for FileCloud?

    Onboarding to FileCloud ceased on December 31, 2023


    Expand
    titleWill I still be able to access my files through FileCloud?

    The most recent version of each file will be migrated to Unified File Management (UFM) and will no longer be accessible after the transition is complete. 


    Expand
    titleAre my files transitioning to MFT?

    No, your files will not be transitioned to MFT. FileCloud files will be migrated to UFM.


    Expand
    titleWhere will my FileCloud files go?

    The most recent version of FileCloud files will be migrated to UFM.


    Expand
    titleWhich of my Personal files (My Files) will transition to Unified File Management?

    Beginning January 22, 2024, Personal Files (the most recent versions only) will be migrated from FileCloud into the new Unified File Management system with an expected completion date of January 31, 2024.


    Expand
    titleWhich folders will transition to MFT?

    Beginning February 5, 2024, Team Folders (the most recent versions only) will be migrated from FileCloud into the Unified File Management system with an expected completion date of March 1, 2024


    Expand
    titleWhat is happening to my Network Shares?

    The Network Shares will be migrated to Unified File Management in March 2024. The migration will happen in phases; once the migration is complete the data will not longer be available in FileCloud.


    Expand
    titleHow do I access UFM?

    All FileCloud user access will be migrated to UFM. UFM will be accessible with your HARP login credentials after the migration is complete.


    Expand
    titleWhat functionality is not supported in UFM?

    The following FileCloud capabilities are not supported in UFM:

    • File versioning

    • File locking

    • Marking files as favorites

    • Drive letter (Desktop App)


    Expand
    titleHow long will my files in UFM be stored for?

    The UFM team will follow CMS retention policy.  IMPORTANT: UFM is not a file archiving tool, nor is it intended to be used this way.



    Panel
    borderColor#254b78
    titleColor#ffffff
    borderWidth1
    titleBGColor#254b78
    borderStylesolid
    titleFilesCloud Decommission


    Expand
    titleWhy is FileCloud being decommissioned?

    Unified File Management (UFM) is a single system for the management of data files. 


    Expand
    titleWhen is FileCloud being decommissioned?

    FileCloud is being decommissioned on March 1, 2024.


    Expand
    titleWhat should I do to prepare for the transition to UFM?

    Review all files and data. Any content that is outdated or no longer needed should be removed by January 2, 2024.










    Horizontal Navigation Bar Page
    titleRelease Notes





    Panel
    borderColor#254b78
    titleColor#ffffff
    borderWidth1
    titleBGColor#254b78
    borderStylesolid
    titleSecurity Guidelines

    Coming Soon!


    Panel
    borderColor#aab8c6
    bgColor#fcfcfc

    Need Help? 


    There are several avenues of support available to you:

    • ServiceNow Service Portal: Intended only for CMS employees and contractors. The portal provides self-service options for the following:
      • Reporting Incidents, such as Security Incidents
      • Submitting Service Requests for tools or services offered to the QualityNet community
      • Providing Approvals
      • Accessing internal Knowledge Base articles. 

    • Service Center: For technical assistance with any account related issues, please contact the Service Center at: