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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/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/MFT 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 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 related to UFM please contact the help-ufm Slack channel.

Prerequisites to getting access to UFM

Before requesting any role you must have 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, 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 “Unified File Management” Program

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

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.

User Definitions

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

1. Unified 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.
2. 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

FAQs