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Article Title: How can I send a backup copy of a dataset to GGY for analysis?
Article Type: General System  
Article ID #: 3
GGY Contacts: GGY Client Support (416-250-6777)
Last Modified: 07 Dec 15

Article Summary:

Datasets and dataset objects can be sent to GGY through our website file transfer utility that allows you to transfer a file immediately. To use the secure file transfer utility, you need an account with a valid email address that must already exist in GGY’s database. You must specify an Incident Report (IR) number and, where possible, the name of the GGY staff involved. Please send only the dataset object(s) necessary to demonstrate the issue. This article contains information on the procedures for backing up datasets and dataset objects, and information on how the resultant (ZIP) files can then be sent to GGY.

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Article Detail:

Avoid Sending Confidential Information

GGY treats all client correspondence, data and attachments as confidential. However, whenever it is necessary for you to send in data, please avoid sending anything containing confidential or personal information.

Backing up Dataset Objects

It is best to send only the dataset object(s) necessary to demonstrate the issue you are having. For more information, please see Treatment of Confidential Data at GGY. AXIS creates a separate dataset in which to back up dataset objects (i.e. cells, subfunds, etc.).

If you are working with a standalone AXIS please follow the procedure below to back up specific dataset objects:

  1. Select the dataset objects to back up, click the Actions button and then select Backup.
  2. Name the backup dataset in the dialog that appears.
  3. Specify the directory in which to create the ZIP file.
  4. Select the backup type to create (i.e. Normal, Anonymous [remove all object names], Confidential [remove all object names and object notepads] from the dropdown list.
  5. Make the appropriate selections. Note that you can compact the dataset objects before backing up. Compacting a dataset can significantly reduce its size (and improve the speed with which AXIS runs it).
  6. If you wish to delete the backup dataset created (without effecting the ZIP file) then click Yes when prompted.
  7. Send the ZIP file created to GGY, as described below.

If you are working in the AXIS EnterpriseLink environment, please follow the steps below to back up specific dataset objects:

  1. Select the dataset objects to back up and choose Backupà Selected / Current Items menu option.
  2. Name the backup dataset in the dialog that appears.
  3. By default, the backup file will be associated with the same work area / folder the dataset is located. To select another location click the "To folder" explorer button on the "Backup the dataset" dialog and then select a work area/folder on the "Backup the dataset" dialog. Select the backup type to create (i.e. Normal, Anonymous [remove all object names], Confidential [remove all object names and object notepads] from the dropdown list.
  4. Make the appropriate selections. Note that you can compact the dataset objects before backing up. Compacting a dataset can significantly reduce its size (and improve the speed with which AXIS runs it).
  5. If you wish to delete the backup dataset created (without effecting the ZIP file) then click Yes when prompted.
  6. The created backup will be available on the Backups tabs of the Work Area folder the backup was associated with.
  7. Download the backup you created from the Work Area folder into your local or network folder. To do so select the dataset backup and then select the Download option from either the Backup Actions home menu or the right-click menu. Select “Download into directory:” location and click the Download button.
  8. Send the ZIP file created to GGY, as described in the Using the GGY Secure File Transfer Utility section below.

Backing up a Dataset

If you are working with a standalone AXIS and want to back up an entire dataset, including all of its dataset objects, please follow the procedure bellow to back up specific dataset objects:

  1. To create a Confidential (remove all object names and object notepads) or Anonymous (remove all object names) dataset backup, make a copy of the dataset by right-clicking and selecting Copy Dataset and then rename the dataset and select the copy type before proceeding.
  2. From the AXIS Dataset window, select the dataset(s) to back up, click the Dataset Actions button and then select Backup Dataset.
  3. Specify the directory in which to create the ZIP file.
  4. Note that the ZIP file can be encrypted using a password.
  5. Make the appropriate selections. Note that you can compact the dataset before backing it up. Compacting a dataset can significantly reduce its size (and improve the speed with which AXIS runs it).
  6. AXIS creates a ZIP file per dataset backed up (in the directory specified).
  7. Send the ZIP file created to GGY, as described below.

Follow the steps below to back up a dataset in the AXIS EnterpriseLink environment:

Please note that the feature allowing you creation of an Anonymous or Confidential backup is currently unavailable. It will be added in a future release of AXIS EnterpriseLink

  1. From the Work Area folder Datasets tab select a dataset to backup and click the Backup option from either the Backup Actions home menu or the right-click menu.
  2. Specify the Work Area folder to associate the backup with.
  3. Note that the ZIP file can be encrypted using a password.
  4. Make the appropriate selections. Note that you can compact the dataset before backing it up. Compacting a dataset can significantly reduce its size (and improve the speed with which AXIS runs it).
  5. The created backup will be available on the Backups tabs of the Work Area folder the backup was associated with.
  6. Download the backup you created from the Work Area folder into your local or network folder. To do so select the dataset backup and then select the Download option from either the Backup Actions home menu or the right-click menu. Select the “Download into directory:” location and click the Download button.
  7. Send the ZIP file created to GGY, as described in the Using the GGY Secure File Transfer Utility section below.

Using the GGY Secure File Transfer Utility

We provide a secure file transfer utility through our website that can be used to send us files directly. This is the preferred method of sending data to GGY:

  1. The secure file transfer utility can be accessed by clicking here or on the "Client Login / File Upload" link at www.ggy.com.
  2. To use the secure file transfer utility, you need a personal GGY account with a valid email address that must already exist in GGY’s records. If you have not already created your personal GGY account, please see Knowledge Base article 1467.
  3. To log in to your File Transfer account, enter your User Name and Password, and then click the Log In button. If you have forgotten your password, click the "Forgotten Password" link on the login page to reset your password.
  4. Once logged in, the first page you see is the "Download Files" tab listing files uploaded by you as well as files uploaded to you by GGY staff. You can download or delete these files.
  5. The "Send a File to GGY" tab enables you to securely upload files to GGY:
  1. Select your GGY staff contact to send file(s) to. Use the default selection (General AXIS Enquiry Mailbox) for new incidents only.
  2. Select an existing Incident Report (IR) from the dropdown list or, if there is no IR associated with the issue, click the New IR button to create a new IR and then enter a title for your new IR.

[Note: If you know the existing IR number or that there is an existing IR, but cannot see it in the dropdown list, you may not have been granted permission to upload for this IR. If possible, please contact GGY to discuss.]

  1. Click the Validate Selection button to start selecting your data file(s) to upload.
  2. Select whether GGY should retain your data file(s) indefinitely. If not, then by default the uploaded files are retained for 90 days or until the IR is closed (if it stays open longer than 90 days).
  3. Enter your message to GGY staff in the Comments field provided.
  4. Select your data file(s) to upload.
  5. Click the Add button to upload more than one file.
  6. Click the Begin Upload button to transfer your file(s).
  7. Note that uploaded file names are prefixed with “IR_[number]_” on the "Download Files" tab.
  8. An email message automatically sent to you will confirm details of the file(s) you just uploaded.
  1. The "Account Settings" tab: Enables you to change your password.
  2. The "Logout" tab: Logs you out of the file transfer utility.

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