Console

Accept in the console ​

Review your partner's invitation, connect, and run the exchange from the console on your own machine.

Console

For
A console user who was sent an invitation
You need
The console running (Start the console), the invitation as text, your CSV file in your working folder, and for SFTP your own account on your partner's server with its password or key file
Before this
Agree on terms
Your partner reads
Invite from the console, Invite a partner on the command line, or Invite with the web app
Timing
The invitation lasts 1 hour unless your partner chose longer. Your console waits for your partner 1 hour over SFTP or a shared folder, 10 minutes over WebRTC, unless you set How long to wait for your partner. Measured - sample files of 100 and 200 records, 30 keys, over SFTP - 15.5 minutes from Start the exchange to the result.

Before you start ​

Ask your partner for an invitation the console accepts. The console runs the exchange itself, so the invitation must name the SFTP server, shared folder or coordination server.

Your partner usesAsk them for
The consoleAny invitation, sent as text
The command lineAn invitation on the WebRTC channel, made as If your partner uses the console or the web app shows. Over their SFTP server or shared folder, invite them yourself from Invite from the console, using an account they make for you. If you agreed on the default terms, the same command line section has their command for an SFTP invitation.
The web appAn invitation made with Live, in this browser, sent as the link or the message

A command line invitation made without an address, such as alcove invite --identity "State agency" input.csv, stops with "This invitation does not include a connection endpoint this build can accept, so it cannot be run here."

Agree on a time. Both of you run at once. Your console waits 1 hour over SFTP or a shared folder, 10 minutes over WebRTC.

For SFTP, have ready: your username on your partner's server, your password or private key file, and the server's identity fingerprint from whoever runs the server. It starts with SHA256:.

For a shared folder, start the console with the shared folder added (Your working folder).

To practice first. The accept screens offer no sample file. On the start page, choose See how it works with example data: it writes alcove-sample-inviter.csv and alcove-sample-partner.csv into your working folder and opens the invite screen. Nothing is created until you choose Create the invitation. Go back to http://127.0.0.1:3000 and accept your partner's practice invitation with alcove-sample-partner.csv. Your partner invites from alcove-sample-inviter.csv; if they are not on the console, send it to them. For the real run, your partner sends a new invitation: see Then go live.

Accept and run ​

YouBoth of you

1Paste the invitation ​

On the start page, paste the invitation text under Have an invitation? Paste it here and choose Review invitation.

Screen: Step 1 of 3 - Invitation from (your partner's name)

2Review the terms ​

Alcove does not verify the name shown: your partner typed it. Read each section against what you agreed on:

  • What you will send to your partner: confirmed in step 4, from your own file.
  • Matching method: a list of matched records, or a count only (A list or only a count).
  • Result sharing: "You will receive the matched result" and "Your partner (the inviter) will receive the result", each Yes or No (Who receives the result).
  • Matching strategies: the fields you match on. Keys marked less certain are listed there (What you match on).
  • How it runs, in the panel beside the steps, such as "SFTP (command-line tool)": the console runs the command line tool for you, so this is expected. For WebRTC, How this console connects names your partner's coordination server.

If anything differs from what you agreed on, stop and ask your partner for a new invitation. Otherwise choose Continue: consent & your file.

Screen: Step 2 of 3 - Consent & your file

Tick I have reviewed the terms my partner proposed and I consent to this exchange. Enter Your name or agency. Your partner sees it. Leave How your file separates fields at Comma unless your file uses tabs, pipes or semicolons. Under Choose a file from your folder, choose Select beside your CSV file, check its columns and sample values, and choose Use this file. For a shared folder, the screen names the folder under Confirm the shared folder: check with your partner that you both use it. Choose Accept and continue.

Screen: Step 3 of 3 - Confirm your columns

4Confirm your columns ​

Check that the screen says every key can match, such as "All 30 keys can match". Alcove fills in each column's type and use from its name. It sends nothing by default, your ID column included.

Your ID column. Set your own ID column, whatever it is called, to Unique record identifier - not sent. Your result then starts each row with your own ID, and your partner never receives it. Alcove recognizes common ID names, such as id, Client ID, MRN, and case_number (inference table), and starts the first one as Unique record identifier - not sent, taking a record number such as case_number only when the file has no other ID column. To send your ID for matched records, choose Unique record identifier - sent to your partner. A column the app does not recognize starts as Ignored. With no column set as your ID, your result holds row numbers only, counting from 0.

Change How it is used only as you agreed (What each of you sends):

OptionWhat it doesPick it when
Used to match - not sentMatches on the column and never sends itUsualnames, date of birth, SSN, ZIP code
Used to match - sent to your partnerMatches on it, and sends its value for matched recordsYour partner agreed to receive this column
Unique record identifier - not sentStarts each row of your result with your own IDUsualyour own ID column, whatever it is called
Unique record identifier - sent to your partnerDoes the same, and sends the ID for matched recordsYour partner agreed to receive your IDs
Sent to your partnerSends the value for matched records; not used to matchYour partner agreed to receive this column
IgnoredNeither matches on it nor sends itUsualevery other column

5Connect ​

Under Connect to your partner's SFTP server, the screen reads "Your partner named this server:" with its address and directory. Choose Set up connection. The address and Remote directory are fixed by the invitation. Fill in your own sign-in:

  • Username: your account on the server.
  • Server identity fingerprint: the value from whoever runs the server. Or choose Read the fingerprint from the server, compare what it shows with theirs, and choose Use this fingerprint only if they match.
  • How Alcove signs in: Password or Private key. Choose Choose the credential file, then Use this file beside your password or key file.

Choose Save connection.

You should see: READY TO TRY and "Signs in to" with the server's address. A warning appears if the credential file is in your working folder; it does not stop the run.

6Both of you: start the exchange ​

Check that your partner's side is running, or will start within your console's wait. If your partner invited with the server's address on the command, their command is already waiting: start as soon as you accept. Choose Start the exchange. The status panel shows Getting ready, Checking settings match, then Matching records (key 1 of 30) and on through each key. You can leave the page: the run keeps going, and the start page brings you back to it.

You should see: Exchange complete - 41 matched records, with Download result below it. 41 is the count for the sample files. If the terms give you no result, you see Exchange complete and Results withheld by the terms, with no list and no count.

If your partner does not start within the wait, the screen shows Your partner did not arrive with Try again.

What you get ​

The result screen offers the downloads. The same files are in this run's folder inside your working folder, named by the run's id, such as aea282aa-f2d3-40fc-b3de-e84c74ceb416:

FileWhat it holdsShare or keep
alcove-results-<time>.csv (Download result)One row per matched record: your record ID, your partner's row number, and any columns your partner sendsKeep private
alcove-record-<time>.json (Download record (safe to share))What you agreed on and what matched, for your disclosure logKeep; not secret
alcove-record-<time>.keys.json (Download verification keys, marked keep private)The keys that check the record against your filesKeep private
alcove-record-<time>.terms.jsonBoth parties' agreed termsKeep; not secret
alcove.yamlThe configuration the console wrote for this runKeep; not secret
.alcove.keyThe shared secret your next run needs; it changes at every runKeep private

Your next run needs .alcove.key. Where to find it:

Run.alcove.key is in
SFTP or shared folderThis run's folder
WebRTCYour working folder, beside alcove.yaml

WARNING

Set up another exchange and Discard delete this run's folder, .alcove.key included. Copy out what you need first.

If the console refuses the invitation ​

Cannot accept this invitation comes with one of these:

The screen saysWhat to do
"This invitation does not include a connection endpoint this build can accept, so it cannot be run here."Your partner made it on the command line without naming the server. Ask for one as Before you start shows, or invite them yourself.
"This invitation has expired. Ask your partner to send a new one."Ask your partner for a new invitation.

More detail: How the console accepts a WebRTC invitation, How the console holds your SFTP sign-in.