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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.). Please follow this procedure 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.

Backing up a Dataset

When you need to back up an entire dataset, including all of its dataset objects, please follow this procedure:

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.

Using the GGY Secure File Transfer Utility

1. The secure file transfer utility can be accessed by clicking here or on the "Send a File to GGY" link at www.ggy.com.
2. To use the secure file transfer utility, you need an account with a valid email address that must already exist in GGY’s database. If you have created a File Transfer account, skip to step 3. To create your File Transfer account (if you have not already done so):

   1. Click "Click Here to Create an Account".
   2. Complete the account registration form.
   3. Verify your email address by clicking the link sent to you.
   4. Click the Continue button to proceed and log in to the utility.
   5. Contact GGY if you have any problems creating your account.

3. To log in to your File Transfer account, enter your User Name and Password, and then click the Log In button.
4. 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 a GGY staff member to send file(s) to; the default selection is the General AXIS Enquiry Mailbox.
   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.]
         
   3. Click the Validate Selection button to start selecting your data file(s) to upload.
   4. 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).
   5. Enter your message to GGY staff in the Comments field provided.
   6. Select your data file(s) to upload.
   7. Click the Add button to upload more than one file.
   8. Click the Begin Upload button to transfer your file(s).
   9. Note that uploaded file names are prefixed with “IR_[number]_” on the "Download Files" tab.
   10. An email message automatically sent to you will confirm details of the file(s) you just uploaded.

6. The "Account Settings" tab: Enables you to change your password.
7. The "Logout" tab: Logs you out of the file transfer utility.

• Treatment of Confidential Data at GGY