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title	About

Unified File Management ("UFM") and GoAnywhere Managed File Transfer (MFT) refers to a software or a service that manages the secure transfer of data from one computer to another through a network (e.g., the Internet). UFM is a File Management solution /MFT is single system that automates and secures file transfers using a centralized enterprise-level approach. UFM/MFT is a comprehensive solution that will manage file transfer, file sharing, secure FTP, and automation needs through a single interface. UFM is the Enterprise Services replacement for MFT and FileCloud.

UFM/MFT UFM provides the ability to transfer files securely to another user. Users must be registered in HARP. HARP stands for HCQIS Access Roles and Profile and is a secure identity management portal provided by the Centers for Medicare and Medicaid Services (CMS). Once you are registered in HARP and have an MFT Web User role approved to you can send and receive files. Recipients of PHI / PII must be onboarded to UFM and senders may not utilize non-registered user option when sending PHI / PII. In addition, elevated permissions can be granted as Administrators to perform development work or request designation as a Security Official.

IMPORTANT: UFM/MFT is not a file archiving tool, nor is it intended to be used this way.

For more information about HARP and how to registered, please refer to the HARP Confluence page .

For questions please contact the the related to UFM please contact thehelp-ufm slack channel Slack channel.

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title	Getting Started

Getting Access

Prerequisites to getting access to UFM

Step 1: If you do not yet Before requesting any role you must have a HARP account or and your organization has onboarded with HARP. If you currently have an EIDM or EUA account, register for a HARP ID. For instructions on the HARP registration process, refer to the HARP Page.

Step 2: Once the HARP account has been created, log into HARP and request a 'Managed File Transfer' entitlement via a HARP user Role.

Select User Roles from the top of the page, and select Request a Role.
Select Managed File Transfer
Select your Organization. Don't see your organization listed?
Select a QualityNet MFT user role (choose one)
Security Official
Web User

Step 3: Your 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.

Step 4: Log into Unified File Management at https://qnetmft.cms.gov using your HARP credentials

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title	Getting Started

then you can go to HARP page and Login using EIDM/EUA credentials. Otherwise, if you do not have an EIDM or EUA account, then you 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 the non-registered user option when sending PHI / PII.

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 have an EIDM or EUA account then Get HARP ID. For instructions on obtaining a HARP ID, visit the 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 3: Request Role

Once your HARP account has been created, log into HARP and request a User Role:

- Select the

“Managed

- “Unified File

Transfer”

- Management” Program

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- Select your Organization
  - Don't see your organization listed?
- Select a User role:
  - Unified File Management (UFM) Security Officer (SO)

or

- - or
  - Unified File Management (UFM) Web User

)

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

Step 4: Access UFM/MFT

Log into UFM/MFT using your HARP credentials: https://qnetmft.cms.gov.
Enter your HARP ID
Enter your HARP password

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title	UFM/MFT work request process guide

See below for instances where a Service Request might be submitted.

If the Administrative User Role desire customized onboarding.
- Out of the box, the main function of UFM/MFT is to provide person to person secure file transfers. It is assumed that all organizations require, at least, standard UFM/MFT Web User access. Please review the End User Guide. After reviewing the End User Guide documentation, do you believe your organization(s) users require more UFM/MFT capabilities than a standard Web User role provides (Person to Person Secure File Transfer)?

To submit a request to the File Management team, go to https://qnetjira.cms.gov/servicedesk/customer/portal/8, and click on the File Management Request link on the page to get started.

On the File Management Request link page, fill out the form completely with the title, summary and acceptance criteria or goals of the request, as well as a need by date. If you know who your Product Owner is, you can provide that information as well; this is optional. Once you complete the requested information on the form, click on the “Create” button.

Once you click on the “Create” button, a JIRA ticket will be automatically created, and you will receive an email with the JIRA number as well as a link to view the status of your ticket at any time. The File Management team will follow up if there are additional questions. Please note: all requests are prioritized by the File Management CMS Product Owner.

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title	Resources

User Definitions

UFM has two types of users, standard MFT Web users and Custom MFT Web Users and Administrators

Standard MFT Web UsersUnified File Management (UFM) Web User - This primary group is defined as having the ability to send and receive files securely with others. Every HARP user can get this type of access.
- Action requested: To get access, each organization must first designate a Security Official. This role will allow that individual to approve Web User role requests within their organization.
- Once onboarded the designated SO receives a welcome letter via email.
- Organizations that have contractors under them (i.e., hospitals, facilities, etc.) would follow the same model by designating a Security Official (SO) for their organization that would then be approved by the parent SO (i.e., EQRS, CDAC, etc.). These entities would also appear on the selection list and would be handled the same way as a known organizations would be.
Custom MFT Web Users, Administrators, Security Officials Unified File Management (UFM)- This group of users are organizations that require custom onboarding and work flows.
- Full engagement onboarding process including kick-off through an request intake form.
- Organization to discuss responsibility level (ESS or organization performing the work).
- Any organization that wants more than the initial MVP release falls under this category.

Links to Resources for MFT

MFT User Web Guide - MFT_Web_Guide_v1.2.docx
MFT End User Guide - MFTEndUserGuide_04302021.docx

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title	FAQs

FAQs

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title	General

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title	What is UFM/GoAnywhere Managed File Transfer (MFT)?

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

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title	Why is FileCloud being decommissioned?

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

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title	When is FileCloud being decommissioned?

FileCloud is being decommissioned on March 1, 2024") and GoAnywhere Managed File Transfer (MFT) refers to a software or a service that manages the secure transfer of data from one computer to another through a network (e.g., the Internet). UFM/MFT is single system that automates and secures file transfers using a centralized enterprise-level approach. UFM/MFT is a comprehensive solution that will manage file transfer, file sharing, secure FTP, and automation needs through a single interface. Recipients of PHI / PII must be onboarded to MFT and senders may not utilize non-registered user option when sending PHI / PII.

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title	What 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.

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title	Can I still sign up for FileCloud?

Onboarding to FileCloud ceased on December 31, 2023

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title	Will 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.

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title	Are my files transitioning to MFT?

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

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title	Where will my FileCloud files go?

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

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title	Which 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.

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title	Which 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

Who are the users of UFM/MFT?

Internal users; i.e., the Centers for Medicare & Medicaid Services (CMS) and CMS Contractors, can exchange messages and files with internal users and also external users such as providers and vendors.

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title	What is the UFM/MFT Web User Role?

The UFM/MFT web user is the end user; this person will have the ability to complete person to person secure file transfers. All UFM/MFT users MUST have an CMS Okta account and On-Board to the CMS HARP application and be granted access by their Security Official to access UFM/MFT. UFM/MFT users log into the MFT Web Console to access the secure transfer functions (i.e. Secure Mail, Forms, local Files). Recipients of PHI / PII must be onboarded to MFT and senders may not utilize non-registered user option when sending PHI / PII.

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title	What is the UFM/MFT Security Official Role?

The Security Official (SO) is a person that is designated by a line of business (LoB) or other CMS contractor who has the authority to approve requests for managed file transfer access made by users within that particular line of business or contract.

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title	What 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.

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title	How do I access UFM/MFT?

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

Log into:

Web Users: https://qnetmft.cms.gov.
Enter your HARP ID
Enter your HARP password

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title	What functionality is not supported in UFM/MFT?

The following FileCloud capabilities are not supported in UFM/MFT:

File versioning
File locking
Marking files as favorites
Drive letter (Desktop App)

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title	How 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.

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title	FilesCloud Decommission

title	Are videos available to help with onboarding?

Getting my HARP ID HARP Help Page
HARP User Profile HARP Help Page
HARP Security official Role video HARP Help Page
HARP User Roles HARP Help Page

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title	Why is FileCloud being decommissioned?

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

What is the File Size limit?

If you have a file in excess of 2 GB, you must use either Firefox or Chrome, which have been identified as having a threshold of about 4 GB. Microsoft Edge have thresholds of 2 GB and under and files attempted to be transferred through these browsers in excess of 2 GB will not be processed. There are no known constraints on the number of attachments but the total cumulative size of the files applies as referenced above

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title	When is FileCloud being decommissioned?

FileCloud is being decommissioned on March 1, 2024.

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title	What should I do to prepare for the transition to UFM?	How can I be added to the UFM/MFT Email distribution list to receive updates, release, and Maintenance notices?

Users can request to be added to Unified File Management (UFM) Notify list at https://www.qualitynet.org/ to receive UFM/MFT release and maintenance information. Choose 'Subscribe to Email Updates' / choose 'Private Lists' / Enter User Information / then check ‘Unified File Management (UFM) Notification’ / and click 'Submit'Review all files and data. Any content that is outdated or no longer needed should be removed by January 2, 2024.

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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:
- CCSQ Support Central: Provides you with multi-program support to submit a new ticket and track the status of an existing case, incident or request.
- Phone: (866) 288-8914 (TRS:711)
- Slack: #help-service-center-sos
- Email: ServiceCenterSOS@cms.hhs.gov
- Hours of Operation: 24/7

Notification Listserv

To receive notifications with news, release and maintenance information, sign up for the MFT ListServ. Users can be request to be added to our subscriber list by clicking on the link and following the instructions below:

ListServ Sign-up

On the page select the Private Lists tab
Enter Your Information
Select the checkbox next to Unified File Management (UFM) Notifications.
Click Submit

To unsubscribe from this list please send ‘unsubscribe’ to ufmnotification@mailer.qualitynet.org

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Old Version 17

New Version Current

Key

Prerequisites to getting access to UFM

QUICK START GUIDE

User Definitions

FAQs

Need Help?

To receive notifications with news, release and maintenance information, sign up for the MFT ListServ. Users can be request to be added to our subscriber list by clicking on the link and following the instructions below: