All of them start the same. Set us up as a vendor in your accounts payable system. We agree to your confidentiality agreement. You agree to our consulting agreement. You add a couple of user accounts on your production system and log in one time with each (to set up logging information for those accounts). You disable those user accounts in your production system. Your IT staff backups the database.
This is our preferred method. Your IT staff prepares a development/testing copy of Ti* and a remote connection to that. All work will be done on your computer (remotely).
Your IT staff runs a couple of scripts that we provide which removes the sensitive confidential information from your test environment (Ti* front end, SQL Server MMC with admin rights and probably internet access). (The first script helps us identify additional confidential information stored in your custom data forms. The second script removes confidential information by overwiting all client names with a random list of names; blanking out SSNs, email addresses, phone numbers, addresses, user defined text fields on the client master page; overwrite any client note over 32 characters long, zero out all attachments, overwrite any dataform fields with more than 25 characters and clear out any dataform fields with a type of "Signature".) You enable the remote login on your test system and our consulting work is done on your server. When the work is done, you can disable the login.
You will be downloading files to us and we'll be working on our computer. You send a portion of your data to us, after the sensative information has been removed.
This may or may not work for your specific project. In general, this method works for read-only queries (things equivalent to a Ti* report), but not for complex automation. Contact us and we can determine if this is actually appropriate for your project. Your IT staff backs up the database and restores a working copy on their test server. Your IT staff runs a couple of scripts that we provide which removes the sensitive confidential information from your test server. Your IT staff then back ups up the test database and FTPs the backup to us. We load your database into our system and do your work on our system, and send you the results to test.
This will work for every project, but will cost more (there will be at least transportation time and expenses). We can do work at your office on your computer. Inquire and we can quote specifics for your project.
Set us up as a vendor in your accounts payable system. We agree to your confidentiality agreement. You agree to our consulting agreement. The rest of this will be determined on an individual basis, but will make it a top priority of protecting your confidential client information. We have a long background of protecting client information.
When required, we will provide you with an FTP user name and password, which you will need for this process. If you already have an FTP Client, you may use what you already have. If you don't know what an FTP Client is or you know that you don't have one, just use the free FileZilla available at these links: Click here to download a Windows 32 bit version or here to download a Windows 64 bit version.
If you don't know if you have a 32 bit or 64 bit versions of Windows, just realize that a 64-bit program will not run on a 32-bit machine, but may cause the machine to become unstable. So, in that case, reboot your PC, then try the 64-bit version first (since it will fail to run to run on a 32-bit machine), and if that fails, reboot again, then use the 32-bit version.
Launch the applicaton. Fill in the the following fields (near the top of the screen):
Click the [Quickconnect] button. If a box shows up titled "Unknown certificate", click the [OK] button. Now you should see 4 boxes in the middle of the screen.
To send us a file, you just click the proper directory in the upper left box, find the specific file in the lower left box and drag that file to the lower right box.
If we have placed a file for you to pick up in your FTP site, navigate to the directory you want to put the file on your PC in the upper left box (clicking on that directory to highlight it) and drag the file from the lower right box to the lower left box