Insights provides a dedicated SFTP server that can be used as an additional delivery mechanism for your scheduled Standard Reports and Custom Reports.

Connections to the server allow read-only access to the same Standard Reports and Custom Reports accessible in the Insights application.

Access to the SFTP server is provided using public key authentications at a user level, and permissions are provided by Insights' Role-Based Access Controls.

Insights will not send files to an existing SFTP site at your organization. If you need reports sent to your organization's SFTP site, you can pull them from the Insights SFTP site.

Requirements For SFTP Access

To connect and use the Insights' SFTP server you will need the following:

• The Create SSH Key (SFTP Access) permission. Any user who has the Insights permission Manage Account Basic Users can assign a Basic user the permission to create an SSH Key. Any user who has the Manage Account Admins permission can assign an Admin user the permission to Create an SSH Key.
• An SFTP client or process that supports public key authentication. There are many third-party SFTP clients available online.
• An SSH Key Pair (issued to you by the Insights Application). You will use this when you set up your SFTP client to connect to the SFTP server.

Getting an SSH Key Pair

To get an SSH key pair:

1. Select Settings to open the settings page.

2. On the Profile tab, select Create SSH Key (in the SSH Key section) to open a code prompt. The system will send an email with a 4-digit code to the email address associated with your account. The code is only valid for 15 minutes after it is generated and will come from no-reply@hstream.com.

3. Enter the code in the email into the code prompt in Insights. This will trigger an automatic download of the SSH key pair to your computer. Your unique key is only accessible one time; HealthStream does not store or log your private key and if you lose access to it, a new one will need to be generated. Please employ secure best practices when accessing and managing your private key.

Connecting to the Server

Use the following settings in your SFTP client to connect to the server:

Protocol: SFTP – SSH File Transfer Protocol

Host: sftp.insights.hstream.com

Port: 22

Logon Type: Key file

User:

• Federated User: Your HLC user email (this will be the email used to sign in to the HLC directly or through single-sign on, typically your corporate email).

or

• Manual User: Your hStream ID (this will be the email used to sign in to Insights as a manual, non-federated user).

Key File: Select the browse option—This will open the file browser where you will select the key file you previously downloaded and saved.

Directory Structure

The Insights SFTP site has the following directory structure:

For example, ACME Healthcare has a daily scheduled report called Annual Mandatory Scheduled Report. This is what their SFTP directory structure looks like: