Iron Mountain Configuration Settings

Connection Name

Descriptive name for the connection. This text will be used to populate the ‘Iron Mountain Record Center' drop-down options.

Email Address

Address that will receive notifications from Gimmal Physical when orders are submitted to Iron Mountain, and, if enabled, reports and error logs from the Nightly History report (version 4.1 and above only).

User Name

Name of the account which has access to the secure FTP site.

Password

Password of the Iron Mountain account which has access to the secure FTP site.

Hybrid

Advanced option to identify special case regional centers in coordination with Iron Mountain.

Do not enable this option unless told to do so by Gimmal Support.

Adds the details to the connection list (if not already present).

Updates the item with any changes entered in the editable fields.

Removes the connection from the list.

Iron Mountain FTP URI

Drop down a list of the addresses of the secure FTP Sites to transfer Iron Mountain files. Only options from the available values can be chosen.

The label following this drop-down list will read Testing or Production based on the values selected.

Enable Request of Files

Option to enable the requesting of Files to be transferred to and from Iron Mountain. The default value is unchecked (False).

Upload Iron Mountain File

Options available to test or manually upload files in real-time or using the job service.

Opens a dialog box to select an Iron Mountain formatted file created by Gimmal Physical to use in testing, or to manually load into the system.

Manual upload of a file for testing (if the URI listed is the test site) or reprocessing (if the URI listed is the production site) for the chosen file.

Transfers cannot be performed when submitting an Iron Mountain request from this page, including using the ‘Test Upload’ button.

Imports the file that is on the listed secure FTP site into the View window (on the left) for review.

Runs the file through the scheduled job service for

• Testing (if the URI listed is the test site)

• Reprocessing (if the URI listed is the production site) for the chosen file.

The file processed via the service can be viewed in the box on the right side of the screen.

Transfers cannot be performed when submitting an Iron Mountain request from this page, including using the ‘Schedule’ button.

Job Status

The results of the tested job, run from either the ‘Test Upload’ or ‘Schedule’

Enabling Nightly History Reports

Should the processing of the Iron Mountain Nightly History Reports be enabled for the selected connection. The default is ‘No’.

Enabling this option will:

1. Add a new option to the ‘Iron Mountain Transfer requests Preference’

2. Display the Iron Mountain Nightly History section of this page.

Default Request Type

This choice will populate the default options for all Request Type drop-down controls in the application.

Note: Found in 3.15.1 and above only

Available Request Type

The drop-down list shows all available options for Iron Mountain Request Types. Administrators can add as many or as few options for their end users by highlighting an item and choosing ‘Add’ or ‘Remove’. The choices will then populate the dropdown lists for all the Request Types in the application.

Note: Found in 3.15.1 and above only

Default Delivery Priority

This choice will populate the default options for all Delivery Priority drop-down controls in the application.

Note: Found in 3.15.1 and above only

If Scheduled is chosen as the priority:

• The Default Delivery Date field is enabled showing days of the week. This can then be used to calculate the scheduled delivery date.

• The Delivery/Pickup Date override field and column are shown on the View Iron Mountain Request Page.

Available Delivery Priority

The drop-down list shows all available options for Iron Mountain Delivery Priorities. Administrators can add as many or as few options for their end users by highlighting an item in the list and choosing ‘Add’ or ‘Remove’. The choices will then populate the dropdown lists for all the Iron Mountain Delivery Priorities in the application.

Note: Found in 3.15.1 and above only

Default Delivery Date

Note: Found in 4.1 and above only

The drop-down list shows all available options for Iron Mountain Delivery Date. The control will be disabled if there is only one option.

Iron Mountain Transfer requests Preference

This option presents the choice of how to handle transfers for Iron Mountain Items within Gimmal Physical.

• Transfer when Requests are Submitted

  • Requests are automatically transferred within Gimmal Physical once requests are submitted using the ‘Submit’ button.

  • The Fulfill Selected and Fulfill All buttons are disabled

• Transfer manually upon delivery

  • Users must manually transfer items using Fulfill Selected or Fulfill All to have them listed as transferred in Gimmal Physical

• Transfer based on nightly history report

  • Items matching in the Iron Mountain Nightly History Report will be used to transfer items if the request has been successfully fulfilled (added, delivered or refiled)

The advanced and automated functions of the Nightly History Report (logs, errors, updates, etc.) will only be available if the ‘Transfer based on nightly history report’ option is selected.

Path to store temporary report files

Read-only field displaying the location where local copies of the nightly history reports are kept for troubleshooting purposes. 

The value of this path is typically the Temp folder configured on the  Admin | Application Settings page.

Match Iron Mountain Box data on

These checkboxes list the Gimmal Physical fields for Boxes that should be matched with the Iron Mountain values in the Nightly History Report to ensure the correct items are updated for each type.  

Enable the options which apply. The choices listed depend on the label options enabled for these Box values, but they are typically:

• Third Party ID

• Box Number

Match Iron Mountain File data on

These checkboxes list the Gimmal Physical fields for Files that should be matched with the Iron Mountain values in the Nightly History Report to ensure the correct items are updated for each type.  

Enable the options which apply. The choices listed depend on the label options enabled for these File values, but they are typically:

• Home Location Barcode

• File Description 1

• File Description 2

This section only appears if the application is configured to process Files with Iron Mountain.

Send email with log file

When enabled, this will send an email with a transaction log file for each processed .dat file collected from Iron Mountain per night.

Send email with error file

When enabled, this will send an email with a error log file for each processed NHR.dat file that had error lines

Process Threshold (Days)

The number of Days the system should wait before declaring a status of Error

Hour to process file

The hour of the day that the file will be processed.

Although Iron Mountain typically generates the Nightly History Report around Midnight (US Eastern Time), this can be delayed.

View processed information

Opens the 'Nightly History Report Details' view which shows a searchable table of the individual lines found in the Nightly History report files.

This view is very helpful for troubleshooting or viewing line-level details from the nightly history reports.

Iron Mountain Nightly Report File

This button will connect to the FTP site chosen in the connection list and populates the text box with a list of .dat files which are currently stored on the FTP site.

This facilitates testing or troubleshooting of the Nightly History Report.

The text box can be populated with a list of .dat files using the ‘Populate List' button. Once populated, selecting a file and clicking the ‘Download’ will download and copy the chosen file locally via the browser.

This button runs the nightly. Gimmal Physical job pro process the Nightly History Reports. This is useful for troubleshooting or in case nightly job did not run. A text box will appear once the job has been scheduled.

Last Run Time

Read Only field indicating the last time the Gimmal Physical job service for the Nightly History Reports was run.

Access Nightly History Report Logs

 This link opens the Nightly Report Logs view which shows the transaction and error logs for each nightly history report file that was processed.