Client Transfer Utility
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Contents
Introduction .................................................................................................................................................. 3
Security ..................................................................................................................................................... 3
Ease of Use ................................................................................................................................................ 3
Installation .................................................................................................................................................... 4
Operation ...................................................................................................................................................... 9
Launching the Client Transfer Utility ........................................................................................................ 9
Uploading a Client File ............................................................................................................................ 12
Downloading a Client File ....................................................................................................................... 14
Refreshing the List of Remote Client Files .............................................................................................. 16
Changing the Local Client List ................................................................................................................. 18
Deleting a Remote Client File.................................................................................................................. 22
Disconnecting from the Drake Server ..................................................................................................... 25
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Introduction
The Drake Software Client Transfer Utility for Client Write-Up is designed to assist in resolving
CWU issues where a client back-up file is required in order to further diagnose an issue. Drake Software
is moving away from emailed backup files for reasons of compliance and ease of use.
Security
The Client Transfer Utility uses a TLS 1.2 connection encrypted using 3SDES_EDE_CBC with SHA1
for message authentication and RSA as the key exchange mechanism. All data is streamed via secure
socket directly to Drake servers residing behind inner and outer DMZ firewalls. Once on the Drake
Software network, customer data is stored in a de-identified manner and isolated from direct access by
Drake employees. All access is strictly controlled via the Client Transfer Utility, and all activity is logged
to ensure internal access is for appropriate business use.
Ease of Use
Once installed, the Client Transfer Utility can be launched independently from the Start Menu or
desktop shortcut. It can also transmit client files for a range of product years (currently 2006 – 2016),
provided both parties have the requisite year Drake Software accounting product installed. Customers
(and CSRs) are no longer required to back up and email client files, nor are they required to delete
existing clients in order to restore a copy from backup in the event a corrected file is returned to the
customer.
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Installation
To install the Client Transfer Utility, the user would browse to the Client Transfer Utility
deployment web site
(https://cwu.1040.com/deployment/ClientTransferUtility/ClientTransferUtility.htm):
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As of patch 26, a link to this web site appears on the CWU2015 Tools menu:
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In the Google Chrome browser, the user may see a “not commonly downloaded and could be
dangerous” warning… and should click on the arrow to the right of the warning, then select “Keep” from
the drop-down menu:
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Once downloaded - when the user clicks on the executable, they will be presented with a
Security Warning – and should click “Run”:
The user will then be asked if they’d like to install this application – and should select “Install”:
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The user will then be presented with a dialog detailing the progress of installing the Client
Transfer Utility:
Once installed, it will run automatically…
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Operation
Launching the Client Transfer Utility
The Client Transfer Utility can be launched from the Start Menu (found under “All Programs>Drake Software->Client Transfer Utility”):
It can also be launched from the Desktop shortcut:
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Once launched, the Client Transfer Utility will first ask the user to choose an existing CWU
installation from their local machine or network:
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…after which, the user will see the main screen (and may notice a slight delay, depending on the
speed of their connection to the internet as the utility contacts the Drake Server to get a list of files):
In the example above, a client file is already resident on the Drake Server – as shown in the
upper portion of the screen. All clients found under the locally installed copy of Client Write-Up are
displayed in the lower portion of the window.
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Uploading a Client File
Uploading a file to the Drake Server is as simple as selecting the desired client from the list of
locally stored client files (the lower grid), and clicking the “Upload” button – which will become active
once the user selects a local client file:
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Once uploaded, the list of Drake Server client files (the upper grid) will refresh automatically to
display the newly uploaded file:
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Downloading a Client File
Downloading a client file is equally straightforward. The user simply selects the desired client file
from the list of remotely stored client files (the upper grid) and clicks the “Download” button – which
will become active once they select a remotely stored client file:
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If the client already exists in the locally selected client store, a warning message will appear:
Selecting “Yes” will overwrite the existing client data, replacing it with the updated information
from the Drake Server. Caution is required - so as not to overwrite important data.
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Refreshing the List of Remote Client Files
In the event the individual with which a user is working has uploaded a client file from their end
and the user wishes to download that information, they would need to refresh the list of remote files
(the upper grid). This is done simply by clicking the “Refresh” button:
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The utility will query the Drake Server and refresh the upper grid with a current list of remotely
held client files. This is typically done when a customer has uploaded a client file for a CSR to review and
the CSR needs to see an updated list of remotely held client files.
It is also done on the customer’s end if a CSR indicates they have corrected a more complex
problem with a particular client and asks the customer to retrieve that file for import into their local
CWU “Clients” folder.
It is no longer necessary to change active clients, delete the client in question, copy a backup zip
file from email to the backups folder, restore that file, and switch active clients back to the client in
question. The new process simply replaces the currently held local data with the new information.
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Changing the Local Client List
Occasionally a customer will want to upload client data for a previous year, or perhaps the same
client across multiple years. The user can easily change the currently selected local CWU “Clients” folder
by clicking the “Browse” button:
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This will bring up a dialog to browse CWU installations from the local machine and network:
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Notice that the Client Transfer Utility is now showing files from the local CWU2014 “Clients”
folder in the lower grid:
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If the user attempts to retrieve a remotely held client file from the Drake Server, and the
contents of that file do not match the currently selected local CWU “Clients” folder - an error message
will appear, explaining the retrieved zip file does not contain any data for the currently selected CWU
installation:
This prevents incorrectly formatted data files from corrupting a CWU installation inadvertently.
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Deleting a Remote Client File
Once the relevant customer issue has been resolved, the customer or CSR should delete the
client data file from the Drake Server. This can be done by selecting the desired remote client file and
clicking the “Delete” button:
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The user will be asked to confirm:
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Once the file has been deleted from the Drake Server, the upper grid will refresh to show the
updated list:
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Disconnecting from the Drake Server
Usually, once a customer and CSR are done with a particular issue, they will simply exit the
Client Transfer Utility (via the red X in the upper right corner of the screen). This disconnects from the
Drake Server and closes the application. Occasionally however, the customer or CSR might wish to
disconnect from the Drake Server and then reconnect using different credentials. This is done by clicking
on the “Disconnect” button:
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Once disconnected, the upper list will be cleared of information and the “Disconnect” button
will change to a “Connect” button. Also, the “Refresh”, “Download”, and “Delete” buttons will be
disabled until reconnection:
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If the “Connect” button is clicked, an “Enter Credentials” dialog is presented:
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This also happens if the user attempts to upload a file while disconnected:
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