Thursday, July 10, 2025

My Experiences With Tyler Tech ERP Munis

 

A quick synopsis of my experiences 15+ years implementing and support Tyler Technologies Enterprise Resource Planning (ERP) system.  This is not an exhaustive summary but rather me jotting down my thoughts on each section.  I will continue to keep this document updated as more thoughts come to mind.


  1. Tyler Tech the company
    1. Great company, many employees spread across the country
    2. Publicly listed on stock exchange, which mean they are somewhat stable.  They are not going out of business any time soon.
    3. They acquire smaller companies from time to time; the field of competition is shrinking
    4. Hold annual conference and have learning sessions at the conference
    5. Hold local user group meetings to collaborate, train, share best practices
  2. Support 
    1. Tyler Community

                                                              i.      An online portal that allows you to ask questions, search for solutions, access content created by Tyler staff

                                                            ii.      Documentation is plentiful

    1. Support Portal

                                                              i.      Functional support portal for submitting issues to Tyler engineers

                                                            ii.      Calling into support organization is not encouraged; rarely get to resource you need in timely manner; better to submit case online

                                                          iii.      I give Tyler a C+ on response time and follow up 

                                                          iv.      Tyler does provide post training on an annual basis for a cost

  1. Account Management
    1. Tyler assigns an account manager for escalation, advocacy, etc.
    2. Account management gets an A-; basically, “the squeaky wheel gets the oil”
  2. EERP (Munis)
    1. Hosting Platform

                                                              i.      Tyler has effort underway to move parts of ERP to Amazon Web Service (AWS)

    1. System Administration

                                                              i.      Tyler Deploy – Tyler created this portal that allow you as the administrator to manage your system

                                                            ii.      I give this tool an A+ for its ability to allow you to administer your own system that is hosted by Tyler.

    1. User Provisioning

                                                              i.      Pretty straight forward, system is based on Role Based Access Control (RBAC)

    1. User Interface

                                                              i.      System is web based and is undergoing some face lifting

                                                            ii.      Some parts of the system are very intuitive, other parts needs some work

    1. Reporting

                                                              i.      The underlying database is Microsoft SQL Server

                                                            ii.      Tyler uses SQL Server Reporting Services (SSRS) for reporting

                                                          iii.      They have migrated away from Crystal Reports on newer installations

                                                          iv.      The system provides very good mechanism for creating reports

    1. Integration 

                                                              i.      APIs – Tyler makes most parts of the system available to other external systems via Application Programming Interfaces (APIs).

                                                            ii.      All modules allow for importing and exporting of data

    1. Functional Modules (i.e., Financials, HR/Payroll, Time Collection, Utility Billing, Revenue Collection, Licensing)

                                                              i.      While I’m not one that directly enters data into the system, as a business analyst, I support many users who do.  Their experiences depend on years of experience and number of years using the system.  

                                                            ii.      New users typically struggle in the early days of using the system but become more proficient over time

  1. Online Portals
    1. Tyler provides portals to allow the public the ability to transact business with their respective municipality
      1. There are portals for licensing, utility billing, paying taxes
      2. There is a portal for employees to manage their benefits, submit time for hours worked, access present and future paychecks, W2s, etc.

 

While ERP Pro is the lesser version of Tyler EERP, they share many similarities and therefore the experiences above may apply to ERP Pro as well.  Please let me know if you would like to connect for further analysis.

 

Greg Dover

Sunday, December 8, 2024

 

New Password Guidelines

    Believe it or not, these were the locks prohibiting anyone from entering our facility without a key.  Very simple deadbolt lock and doorknob lock.  I know its the not the most secure system in the world but it worked.  I will admit we did have a break-in.  The perpetrator entered the facility using a key that my realtor left in a lockbox.

    Today, computer users all over the world use password as a way to keep the bad guys out of systems and documents.  In the early days it was a very simple process to simply add password, like "12345678" or "MyDogsName", to their systems,  It was very simple back then and worked for the most part.  Protecting systems and documents have gotten increasingly more difficult.  We've resulted to using two-factor authentication, multi-factor authentication, passkeys, and a whole host of things in order to protect our digital assets.  Today, we have software that assist us with managing passwords for the plethora of systems that we must log into daily.  Software like 1Password and others do a decent job of helping us manage it all.

    Never fear more guidelines are here.  Today, while reading the Wall Street Journal, I discovered that the National Institute of Standards and Technology, otherwise known as NIST, is proposing guidelines that may make things more secure while ensuring that the process is user-friendly.  Websites could be pushed to allow spaces, brackets, quotation marks and even emojis, the articles goes on to say.  The article's author, Jackie Snow, does a great job of breaking out the new standard.  I'll park this here for right now and add the guidelines once I finish research on the topic.

Stay Safe,

Greg

2024 Accomplishments

2024 Accomplishments 


We're approaching the end of the year and just celebrated our 23rd Christmas with employees.  I'd like to take a second and list a ferw of accomplishments so far:

  • Municipal Software Implementation - Online Payment Portal allowing residents to pay their Utility Bill online.  This solution was launched for a municipality that have a population of 80,000.
  • Manufacturing Network Management System - One of our manufacturing customers recently moved into a larger facility and needed a network to connect employees, devices, on premise servers and cloud systems.  Our team designed and installed a new network with a fiber backbone to move data at lightening speed.
  • SCADA System Upgrade - Supervisory Control and Data Acquisition, otherwise known as SCADA, is a major facet of manufacturing and municipal systems.  This year our team has been commissioned to support, modernize, and consolidate SCADA systems.  
I'm still compiling our accomplishments for 2024, so stay tuned for more entries.


Thursday, March 14, 2024

My Thoughts On The Use of Artificial Intelligence

 


    Some of you may be wondering why I would use images of a plate of shrimp and grits to convey my thoughts on using artificial intelligence for work, hang in there, it will make sense in a second.  So, my question to you is, which one is authentic and which one is a generated image from an artificial intelligence app?  One of the images is a photo that I took and represent my creation of shrimp and grits, the other is fake.  I'll let you leave a comment below as to which one is authentic.

    There is much that can be said about these images and which one is authentically mine.  Imagine further if this was a article I was writing for a publisher or employer.  Can I use the artificially created image and claim it as my collective work?  Is it my "Intellectual Property" even though I didn't produce it?  Would it be appropriate for me to charge money for something that was created by an artificial intelligence (AI) engine like Meta AI or ChatGPT?  Let's explore these questions.

    Merriam-Webster dictionary describes Intellectual Property (IP) as property (such as a concept, idea, invention, or work) that derives from the effort of the mind or intellect.  I would go further and expand that definition as ...effort of your mind or your intellect.  And this is where the rubber meets the road, I cannot bundle the artificially generated image into my collective work and try to IP the entire work as mine.  I don't think that is ethical or fair unless I give credit to the AI engine that generated it along with compensation for the use of it.  Since, these are my early thoughts on the matter and will change as I continue research, I'll move on to drafting an acceptable use policy that can be added to your collective policy documents (i.e. Information Technology, Intellectual Property, etc.).

Acceptable Use Policy - Artificial Intelligent Engines (c) 2024 GAD Group Technologies, Inc. All Rights Reserved

Said company establishes that its core products are a result of the collective works of its employees.  These works include our extensive research and development along with exhaustive testing and modifications.  As it relates to our use of tools and technologies to accomplish our results, we can attest that our employees have followed generally accepted principles, scientific methods, and collegiate norms to aid in product development.  Our employees will use such tools and technologies on a regular basis and will not abuse the privilege of using these tools.  These tools may consist of calculators, computers, and other scientific instruments.  To that extent, our employees will use Artificial Intelligence (AI) platforms to assist with mundane processes or calculations.  Our business relies heavily on standards such as the Periodic Table of Elements and other scientific methodologies.  Employees will acknowledge use of AI for these mundane processes, calculations, and methodologies and will NOT substitute human "know how" for generated content from any AI engine.  

Ok, hopefully you see where I'm going with the above policy.  I have much more to add on this subject so check back often for updates.


Wednesday, November 27, 2019

Ring Central Meeting

Business Communication Has Changed


Business communication has changed drastically from the days of just simple phone calls.  Now there's Chat, Instant Messaging, Mobile and Video Meetings.  In fact, Video Meetings are gaining so much traction that business people have started using this method of communication as their preferred way to communicate with colleagues, business partners, vendors and customers.

When it comes to choosing a Video Calling platform, there are many platforms with compelling product offerings.  Ring Central has surfaced to the top of the heap with its Ring Central Meetings product offering.  Explore the platform and let us know if you'd like a demo of the product.


Friday, October 4, 2019

Microsoft OneDrive Quick Notes



Background
Microsoft OneDrive gives you anywhere access to all your files, seamlessly integrated with Office and installed with Windows 10.   OneDrive has syncing technology that automatically sync your files to your desktop so you can work with files offline if you so chose.  You can easily access files on Windows, Mac, or mobile devices.
High level overview
  • Businesses that adopt Office365 get OneDrive capabilities at very minimal price.
  • OneDrive is in the same category as Dropbox and Box.
  • Google, Amazon AWS and others offer similar technology.
  • OneDrive has an advantageous position because Microsoft bundles the app with Office 365 and Windows 10.
  • The proliferation of file sharing technology will eventually eliminate the use of servers that primary role was File Sharing services.
OneDrive From Three Perspectives (User, IT Admin, External Use)
User Experience
File / Folder Settings / Operations
What about “My Documents” folder? 
OneDrive is setup with its own folder which is typically “C:\Users\%Username%\OneDrive\”.  OneDrive can be setup to Backup the My Documents folder via a settings in the OneDrive Tray Icon.  Secondly, Admins will want to explore “Known Folder Move (KFM)”. This will sync the Users Documents and Photos folder and make them available online.  This is a boon for Admins because previous the IT Admin did not have visibility into files that were stored locally on the user’s computer.
Where will files be saved as a default? 
“C:\Users\%Username%\OneDrive\”
I want to share files with my colleagues, how? 
Files can be shared with colleagues simply by Right Clicking on the file or files and then Click Share.
Can I share files outside of my organization? 
Yes
I work mobile, how can I access my files on my Tablet or smartphone? 
OneDrive has mobile app for both Android and iPhone.  See mobile screenshot below.
Will my files sync to/from any device I have OneDrive installed?
Yes
What about my Pictures/Photos?
OneDrive can be configured to sync Documents, Pictures, etc.
I don’t have Internet Access, will my files still be accessible?
OneDrive is capable of allowing access to files even if the Internet is not working.  The files must be identified as available “Offline” for use if Internet is not up.
System Tray Actions
System Tray is where the user can configure OneDrive to their liking.
Permissions / Security
The User has control over who has access to their files.  The system will show which files the user has shared.
Administrator's Experience
Setup -
The IT Admin can go to https://admin.onedrive.com to manage OneDrive for their organization.
Permissions / Security / Sharing -
Can IT Admins define organization use policies?
Admins can restrict or lock down OneDrive based on company policies.

Can IT Admin restrict use of OneDrive based on location?
Admins have the ability to restrict access to files based on ip address.  This comes in handy if you do not want users accessing files outside the company walls.
Terminated Employee Actions
Terminated Employee files are available to IT Admin; even if employees remove files from their desktop before leaving, IT Admin can retrieve those files too.
Can OneDrive replace my File Server?
In some cases OneDrive will replace file servers.  OneDrive offer everything that on premise file servers offer.  Additionally, OneDrive users have an easier time sharing and managing their files then they do with on-premise Windows Server.
IT Admin may find OneDrive the answer to requests by users to have access to files outside of normal hours.  This usually requires the IT Admin to setup VPN access for the user.
External User (Vendor/Contractor) Experience
External Users have access to files based on the internal user’s action to share files.
Backup / Recovery
Does OneDrive have File Versioning or the ability to retrieve the previous version of a file?
Files on the OneDrive platform are saved such that previous versions of the file are available for immediate restore and use. 
Do you need to be concerned about backing up One Drive Files?
Use of an external backup program may be needed for the following reasons:
1)  Compliance with Backup Rules that requires that files be stored in a second location in case the primary location of the files is unavailable.  It is recommended that the IT Admin use file backup programs that are compatible with cloud file sharing systems.  Veeam and Axcient are programs that quickly come to mind.
 

2)  Restoration of files outside of OneDrive initial version history period.
3)  Need to restore files to other platforms or folders if necessary.
Next Steps
  • Establish OneDrive Awareness Campaign within your organization
  • Initiate Project to Deploy OneDrive
  • Establish Help Desk Objectives to support users as they begin to use OneDrive
Sample Screenshots
User Experience - Windows Desktop System Tray App

Location of Files

Share Files
Confidently share your files with OneDrive so others can access them seamlessly and securely, inside and outside your organization. Track the history of all activity on files to keep everyone on the same page. Use SharePoint for managing and sharing files or folders—within team sites or intranet sites, and across your organization.
Find, Co-Author and Update Files
Work on a file, save it directly to OneDrive or SharePoint, and any changes you make are updated seamlessly. Deep integration with Office lets you start co-authoring a document on one device and finish on another, and you can select from a variety of tools to annotate, highlight, and comment on it.




Mobile Screenshots



Administrator's View

Sharing - Customize how sharing works in OneDrive and SharePoint
Sync - Control how syncing works in OneDrive
Storage - Specify storage limits for all users and retention period for deleted files
Device Access – Control access and manage mobile settings
Compliance - Compliance Controls
Auditing - Data Loss Prevention (DLP), eDiscovery, Alerts
Notifications - Control Notifications in OneDrive
Data Migration - Migration Tools

Deployment Options
OneDrive deployment options include:
1)  Local Installation
2)  Scripted installation or Microsoft Intune MDM
3)  System Center Configuration Manager with Intune

Microsoft's OneDrive Planning Doc gives more specifics

Though Microsoft doesn't mention it, other MDM applications can be used to deploy
OneDrive.  IBM Maas360 is one such tool that is capable of being used to deploy
OneDrive.

Data Migration Options
Sadly Microsoft does not include any tools that will make an IT Admin life easy
when it comes to data migration.   Once you configure OneDrive and deploy
with your respective Mobile Device Management (MDM) tool, OneDrive
will initiate a sync session with the Microsoft Cloud and begin transferring
files.  Yep, that means if you have deployed OneDrive to 10s or hundreds of
users, OneDrive will start syncing all of them without regard for network
performance.  We recommend that you deploy OneDrive to Groups of Users
at a time to minimize network congestion.

As it relates to Network File Shares, Microsoft makes a tool call SharePoint
Migration Tool.  This will allow you to migrate the shared folders to the
equivalent folder you have created in SharePoint.

We recommend that you plan carefully, communicate often and execute
in phases.  This will minimize issues and ensure successful roll-out.

Data Migration Sources
(1)  Migrate to SharePoint Online and OneDrive
(2)  File Share to OneDrive and SharePoint Migration Guide
(3)  SharePoint Migration Tool
(4)  IT Admins Powershell Migration Thread

As of October 4, 2019 -
By default, the OneDrive sync app installs per user, meaning OneDrive.exe
needs to be installed for each user account on the PC under
the %localappdata% folder. With the new per-machine installation option,
you can install OneDrive under the “Program Files (x86)” directory, meaning
all profiles on the computer will use the same OneDrive.exe binary.
Other than where the sync app is installed, the behavior is the same.

OneDrive Mobile Experience - Android
It is possible to use the OneDrive app to upload photos and videos from your device
(including automatically), create new folders, and move photos and videos from one
OneDrive folder to another.  See this doc for details.

Security Tips 
You control your data.  When you put your data in OneDrive, you remain the owner of the data.
Microsoft published additional details on security that's worth reading.

About The Author
Gregory Dover is a business leader and managing principal of Pollinate Enterprises, Inc and GAD Group Technology, Inc.  He focuses on delivering solutions to the business community and leveraging technology as the primary catalyst to achieving profitable business outcomes.  Contact Greg here LinkedIn to engage his team.
Sources
OneDrive Help Center - https://support.office.com/en-us/onedrive
OneDrive Video Training - https://support.office.com/en-us/article/onedrive-video-training-1f608184-b7e6-43ca-8753-2ff679203132
Quick Start Guide - https://resources.techcommunity.microsoft.com/wp-content/uploads/2018/11/MS_Office_Quickstart.OneDrive.pdf
OneDrive for Business - https://docs.microsoft.com/en-us/onedrive/onedrive
OneDrive Admin Control Panel - https://Admin.onedrive.com
OneDrive Resources - https://products.office.com/en-us/onedrive-for-business/online-cloud-storage
Reasons to backup OneDrive - https://druva.com/blog/do-you-really-need-to-backup-office-365/
Training for Admins - https://support.office.com/en-us/article/training-for-admins-d7fbeffc-868b-4a9e-98ed-59bc70880fab?wt.mc_id=MAC_2011401_Admin_TrainingTile&ui=en-US&rs=en-US&ad=US
Setup OneDrive File Storage - https://docs.microsoft.com/en-us/office365/admin/setup/set-up-file-storage-and-sharing?view=o365-worldwide












































































Thursday, October 25, 2018

Let The Transformation Begin



I received an email this week stating that Microsoft is discontinuing support for Windows Server 2008.  The email came from a hardware vendor exhorting us resellers to go after this opportunity and win new server business.  The vendor indicated that there are approximately 4 Million servers out there running Windows Server 2008.  Yes, I see this as an opportunity to sell servers, but more importantly I see this as a opportunity to assist businesses with the transformation from legacy platforms to new cloud based platforms where most traditional services that ran on servers now run on cloud platforms as services without the need for a servers, operating systems and software licenses.

One might be inclined to simply go out and purchase new hardware and painstakingly move software applications to new hardware.  Some may even take this as an opportunity to do what is known as "lift and shift".  They will simply provision a new virtual machine (VM) on some cloud platform like AWS, Azure or Google, then shift their applications over to the new VM.  They'll breathe a sigh of relief and say that "we're in the cloud now".  Not so fast.  All you have really accomplished is moving the workload from your server to another server.  Yes, you'll gain some economies of scale and may even lower your total cost of ownership.  But what happens when the next operating system version come out?  What happens when the third party vendor releases a new software update for the middle-ware that orchestrates activities between your back-end processes and front-end community of customers?

I think its really time to get about the business of transforming your infrastructure. The transformation starts with documenting and diagramming your systems.  You may already have this documentation handy.  Next extrapolate the entities and processes that uniquely define your systems.  There are some common things that can readily be modeled and executed differently.  For example, People entities like Customers, Vendors and Supplies are really very similar in nature.  They all have a common business name, located at some address and have personal contacts associated with them.  There's no need to recreate the wheel here.  These entities can be modeled and implemented on a cloud platform like Salesforce.com with relative ease.  Further to the point, you can easily send email to and receive messages back from your customers or vendors inside the application.  This kind of transformation of your People entities accomplished the following:  1) Allow you to focus on the customer and not on the system 2) Quickly share information within your organization 3) Introduce High Availability to your information anytime, anywhere and on any device.  All without the need for a private network connection or special security certificates, etc.  Just imagine transforming your other business entities or processes in similar fashion.  Imagine the new capabilities this creates such as business agility and competitiveness.

While I won't turn down the opportunity to sell you a new server and move your applications over to the new server platform.  I am more interested in partnering with you and discussing how to transform your business systems to a model that does not solely rely on servers.