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Remote Access Checklist



Applies to:

[x] C&P Classic X
[x] C&P Pro X
[x] Job Tracker X
[x] My C&P! 5



SUMMARY: Below is a list of questions that are good to answer before choosing an internet-based remote access method to your Clients & Profits database. The answer to these questions will determine the means of accessing your C&P database over the internet. These factors will influence one another in your decision making process. In some situations, using more than one method for remote access could be beneficial.

When evaluating remote access configurations, ask yourself these questions:

-- Is remote access to my C&P database a necessity, or more something I would like to setup if the cost is reasonable?

-- Am I familiar with the five primary methods to access our C&P database remotely over the internet?

-- Will I need to upgrade C&P, or buy additional users, depending on the method I choose to access our C&P database remotely?

-- How much will the new software/hardware to support remote access cost? What am I willing to spend?

-- Am I familiar with the different means to connect to the internet?

-- How fast are the internet connection speeds at my office and at my remote locations?

-- Do I have a full-time internet connection at the office (a necessity)?

-- What is the cost of the internet access at the office and at the remote locations (if I reimburse my remote users)?

-- Will upgrading my internet connection speeds at the office and/or at the remote locations increase the quality of my remote access users’ experience?

-- If so, is the performance increase worth the cost increase?

-- How many remote users will access C&P simultaneously?

-- Where will my remote users be located when they try to access C&P? With this in mind, what software/hardware/internet access will available to them?

-- What functions will the remote users perform in C&P?

-- Will they need full access to all features of C&P or only to certain features, such as time cards?

-- Who will setup and administer the remote access system?

-- If I outsource, what is their cost?

-- What new database security issues will arise once I grant remote access?

-- How will I address them?

-- Who will train the remote users or help them when they have a remote access problem?

-- How important is the speed of results when updating records or printing reports from C&P remotely?

-- Do I need to print remotely to hard copy, or is a screen report sufficient?

-- If I need to print remotely to hard copy, how is this done and what are the costs involved?

-- Can I avoid long distance dial-up phone charges by my remote users?

-- Have I contacted other C&P users who have utilized the method I want to use to ensure that it will be successful once implemented and that I know of any problems or limitations ahead of time?




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