Unified File Management

Unified File Management ("UFM") 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 that automates and secures file transfers using a centralized enterprise-level approach.  UFM 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 provides the ability to transfer files securely to another user. Users must be registered in HARP and have an MFT Web User role approved to 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.

For more information about HARP, please refer to the HARP Confluence page 

For questions please contact the the help-ufm slack channel 

 Getting Access to UFM

Step 1: If you do not yet have a HARP account or 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

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 File Transfer” Program
  • Select your Organization
    • Don't see your organization listed?
  • Select 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: Access UFM

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

User Definitions

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

1. Standard MFT Web Users - 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. Custom MFT Web Users, Administrators, Security Officials - 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.

FAQs