R3TX System Setup

Installation of the R3TX system requires that R3TX support staff have secure remote access to the TrulinX server where the TrulinX system is located. Since there are many options for secure remote access, we will work with your IT resources to select and install the best access method for your server environment.

Once we have server access, we work with your management team to plan the implementation. We handle installing the software and setting up the environment to support R3TX.

We provide a few hours of initial training for your system administrators. Additional training can be scheduled as needed. We provide easy-to-follow help pages to assist with the process. Phone support is available on-demand.

Using the simple template we provide, you will start with building the list of application reports you’ll want to send from R3TX. Each report will have a scheduled run-time, daily/weekly/week-days/selected dates/monthly. Each report will be marked with the staff who will receive the emailed report. We test and confirm that R3TX is running.

We recommend keeping this list of scheduled application reports updated, which simplifies the maintenance process.

For the SQL reports, we provide some basic housekeeping reports. We have an extensive set of SQL reports, both simple and complex, which can be used if needed. And TrulinX Support can create custom queries for you which can also be installed in R3TX.

R3TX Training for Administrators

Once R3TX Support has secure access to the TrulinX server and the R3TX system has been installed, we will arrange for screen-sharing sessions with the designated system administrators who will manage R3TX internally. A typical starting block of training hours would be four hours, spread between 2-4 sessions that fit your office schedule. The cost of training is included in your proposal and is not optional.

In the training process, we will walk through the TrulinX Report process first. This step begins with filling out our template listing the reports, recipients, and schedule for creating and sending the reports. Additional reports and recipients can be added later, but this gets us started.

After the TrulinX Report module is populated, the Custom SQL Reports can be reviewed. Our standard set of basic SQL reports is included and can be used if appropriate for your company. Training system admins in how to create SQL queries can be arranged if needed.