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  • Links: Local Admin - BB10978 NTFS Permissions - BB50354
  • link: Non production - BB461990 VM - BB520705
  • Reset registry - BB113493 Repairing deploy - BB104162 Permissions - BB50354 Process monitor - BB104162 Detach - BB96700 Attach - BB95152
  • download the Presentation - Blackbaud Fundraising Software ...

    1. 1. Welcome to the Support Roundtable for DBAs <ul><li>Presenter: David Johnson, Technical and Installation Product Support Lead </li></ul><ul><ul><li>Moderator: Willow Schultz, Education Solutions Product Support Lead </li></ul></ul><ul><li>The presentation consists of 5 sections. We will compile your questions during each section and answer them in an open Q & A after each section. </li></ul><ul><ul><li>To ask a question in Live Meeting: </li></ul></ul><ul><ul><ul><li>Click Q & A on the toolbar </li></ul></ul></ul><ul><ul><ul><li>Type your question in the box </li></ul></ul></ul><ul><ul><ul><li>Click Ask </li></ul></ul></ul>
    2. 2. What Every Blackbaud Database Administrator Ought to Know Support Roundtable September 30, 2009 David Johnson – MCTS, OCP What Every Blackbaud DBA Ought to Know
    3. 3. What are my responsibilities? <ul><li>Implementation, updates, and patches </li></ul><ul><li>Database maintenance </li></ul><ul><li>Backing up and restoring </li></ul><ul><li>Troubleshooting </li></ul>
    4. 4. Implementation
    5. 5. Implementation – Application Server <ul><li>Installed Components </li></ul><ul><ul><li>SQL Server 2005 Express </li></ul></ul><ul><ul><ul><li>It is the free edition of SQL Server packaged with current software releases </li></ul></ul></ul><ul><ul><ul><ul><li>Not packaged with The Patron Edge </li></ul></ul></ul></ul><ul><ul><ul><li>Express has limitations , so it may not meet your organization’s needs: </li></ul></ul></ul><ul><ul><ul><ul><li>1 GB RAM </li></ul></ul></ul></ul><ul><ul><ul><ul><li>1 CPU </li></ul></ul></ul></ul><ul><ul><ul><ul><li>4 GB database size limit </li></ul></ul></ul></ul><ul><ul><ul><li>Application Install check for installed versions of SQL Server </li></ul></ul></ul><ul><ul><ul><ul><li>SQL Server 2005 Express is not installed if a supported version is detected </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Check the System Requirements for supported versions </li></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Support for SQL Server 2000 ends March 31, 2010 </li></ul></ul></ul></ul></ul><ul><ul><li>Blackbaud Management Console (BMC) </li></ul></ul><ul><ul><ul><li>Easy to use tool to manage all your Blackbaud application databases </li></ul></ul></ul><ul><ul><li>Client components </li></ul></ul><ul><ul><li>Deploy folder </li></ul></ul>
    6. 6. Installing and Updating – Application Server <ul><li>Download the software installation package from </li></ul><ul><li>Back up all your databases </li></ul><ul><li>Install from the download on your Application Server </li></ul><ul><ul><li>Follow the prompts to determine the application and Deploy folder installation location (new installation only) </li></ul></ul><ul><ul><li>During an update you are not prompted for install locations. The installer package will automatically update the correct locations. </li></ul></ul><ul><li>Create or Attach your database </li></ul><ul><ul><li>Not necessary during an update </li></ul></ul><ul><li>Log into the database </li></ul><ul><li>Share the Deploy folder </li></ul><ul><ul><li>Must be shared to all users </li></ul></ul><ul><ul><li>Users must have Read and Execute Permissions </li></ul></ul><ul><ul><li>Users must be able to access Deploy folder at each login </li></ul></ul>
    7. 7. <ul><li>Questions??? </li></ul>
    8. 8. Installing and Updating – Workstations <ul><li>Installing </li></ul><ul><ul><li>Log into the workstation with local administrator rights </li></ul></ul><ul><ul><li>Browse to the Deploy folder </li></ul></ul><ul><ul><ul><li>Example: avid03REDeploy </li></ul></ul></ul><ul><ul><ul><li>Run Setup.exe from the Deploy folder </li></ul></ul></ul><ul><ul><li>This installs: </li></ul></ul><ul><ul><ul><li>All necessary prerequisites </li></ul></ul></ul><ul><ul><ul><li>Connection information to the database </li></ul></ul></ul><ul><ul><ul><li>Client components </li></ul></ul></ul><ul><ul><li>Grant users local admin rights or necessary permissions </li></ul></ul><ul><li>Updating </li></ul><ul><ul><li>Log into the workstation with local administrator rights </li></ul></ul><ul><ul><li>Make sure the user has Read and Execute permissions to the Deploy folder </li></ul></ul><ul><ul><li>Launch application as normal </li></ul></ul><ul><ul><li>The user will be prompted to run the update </li></ul></ul>
    9. 9. Patching <ul><li>Server </li></ul><ul><ul><li>Download the patch from and save on the server </li></ul></ul><ul><ul><li>Back up all your databases </li></ul></ul><ul><ul><li>Run the patch executable on your application server </li></ul></ul><ul><ul><li>Log into the application on the server to update the database </li></ul></ul><ul><li>Workstations </li></ul><ul><ul><li>Log into the workstation as a user with local administrator rights and rights to the Deploy folder </li></ul></ul><ul><ul><li>Run the application as normal </li></ul></ul><ul><ul><li>User will be prompted to install the patch </li></ul></ul>
    10. 10. Updates and Patches - Plan Ahead <ul><li>TestingPlanning </li></ul><ul><ul><li>How long will the update take? </li></ul></ul><ul><ul><li>Will the install interfere with other software (has it been tested)? </li></ul></ul><ul><ul><li>Will the update conflict with mission critical business? </li></ul></ul><ul><ul><li>Does your server meet the new system requirements? </li></ul></ul><ul><ul><li>Are user ready for the new features or changes? </li></ul></ul><ul><li>How to test </li></ul><ul><ul><li>One license for a Non-Production Environment </li></ul></ul><ul><ul><li>Installs like a normal Application Server </li></ul></ul><ul><ul><li>Attach a copy of your most recent backup </li></ul></ul><ul><ul><li>Test environment </li></ul></ul><ul><ul><ul><li>Separate server </li></ul></ul></ul><ul><ul><ul><li>Virtual Machine </li></ul></ul></ul>
    11. 11. <ul><li>Questions??? </li></ul>
    12. 12. Database Maintenance and the BMC
    13. 13. Database Maintenance and the BMC
    14. 14. Database Maintenance and the BMC
    15. 15. <ul><li>Questions??? </li></ul>
    16. 16. Backups <ul><li>Creating a complete and sound backup policy is the DBA’s most important responsibility </li></ul><ul><li>Recommendations for a complete backup policy </li></ul><ul><ul><li>What should be backed up? </li></ul></ul><ul><ul><ul><li>All Blackbaud databases </li></ul></ul></ul><ul><ul><ul><li>Other important files (media objects, exports, letters, etc…) </li></ul></ul></ul><ul><ul><ul><li>Other application databases </li></ul></ul></ul><ul><ul><li>At what frequency should the data be backed up? </li></ul></ul><ul><ul><ul><li>Manual backups should be run before any major changes on the server or in the database </li></ul></ul></ul><ul><ul><ul><ul><li>Updates to your Blackbaud application </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Updates to SQL Server </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Global changes in the software application </li></ul></ul></ul></ul>
    17. 17. Backups <ul><li>Recommendations for a complete backup policy (con’t) </li></ul><ul><ul><li>Schedule Blackbaud database backups </li></ul></ul><ul><ul><ul><li>Using the BMC </li></ul></ul></ul><ul><ul><li>Schedule server backups to external media using a third party applications </li></ul></ul><ul><ul><li>Secure backups in a secure off-site location </li></ul></ul><ul><ul><li>Testing your backups </li></ul></ul><ul><ul><ul><li>Checks the backup integrity </li></ul></ul></ul><ul><ul><ul><li>Trains you on restoring so you are prepared </li></ul></ul></ul><ul><ul><li>Setup a retention policy </li></ul></ul><ul><ul><ul><li>Grandfather-Father-Son </li></ul></ul></ul>
    18. 18. <ul><li>Questions??? </li></ul>
    19. 19. Troubleshooting – what can you do? <ul><li>Narrow down the problem by asking questions </li></ul><ul><ul><li>Does the issue occur on multiple workstations? </li></ul></ul><ul><ul><li>Does the issue occur for another Windows account? Application account? </li></ul></ul><ul><ul><li>Does the issue occur for a local administrator? </li></ul></ul><ul><ul><li>Does the issue occur in the sample database? </li></ul></ul><ul><ul><li>Does the issue occur on the server? </li></ul></ul><ul><ul><li>Does the issue occur in a test environment (if available)? </li></ul></ul>
    20. 20. Common troubleshooting steps <ul><li>Reset the registry </li></ul><ul><ul><li>A plug-in in The Financial Edge, The Education Edge, and Blackbaud Student Information System </li></ul></ul><ul><li>Uninstall and reinstall the application </li></ul><ul><ul><li>Avoid this on the server </li></ul></ul><ul><li>Repair the Deploy folder </li></ul><ul><li>Set the appropriate permissions </li></ul><ul><ul><li>Run Process Monitor </li></ul></ul><ul><li>Rename the BBUpdate.ini file on the workstation </li></ul><ul><li>Detach and reattach the database </li></ul>
    21. 21. Troubleshooting – how can we help? <ul><li>Available Resources </li></ul><ul><ul><li>Knowledgebase </li></ul></ul><ul><ul><li>User Guides </li></ul></ul><ul><ul><li>Inside the Edge – A Technical Blog for DBAs </li></ul></ul><ul><ul><li>User forums </li></ul></ul><ul><ul><li>F1 </li></ul></ul><ul><ul><li>Case Central </li></ul></ul><ul><ul><li>Phone support </li></ul></ul><ul><ul><ul><li>1-800-468-8996 </li></ul></ul></ul>
    22. 22. <ul><li>Questions??? </li></ul>
    23. 23. Appendix - Implementation <ul><li>How to install or update </li></ul><ul><ul><li>The Raiser’s Edge - BB202814 </li></ul></ul><ul><ul><li>The Financial Edge - BB273248 </li></ul></ul><ul><ul><li>The Education Edge - BB132284 </li></ul></ul><ul><ul><li>Blackbaud Student Information System - BB355724 </li></ul></ul><ul><ul><li>The Patron Edge - BB199880 </li></ul></ul><ul><li>How to install the patch </li></ul><ul><ul><li>The Raiser’s Edge - BB100349 </li></ul></ul><ul><ul><li>The Financial Edge - BB104079 </li></ul></ul><ul><ul><li>The Education Edge - BB104079 </li></ul></ul><ul><ul><li>Blackbaud Student Information System - BB104079 </li></ul></ul><ul><ul><li>The Patron Edge - BB222951 </li></ul></ul>
    24. 24. Appendix - Implementation <ul><li>Knowledgebase Resources </li></ul><ul><ul><li>What are the differences among SQL Server editions? - BB95014 </li></ul></ul><ul><ul><li>When will Blackbaud stop supporting Microsoft SQL Server 2000 with its products? - BB592364 </li></ul></ul><ul><ul><li>How to make a backup and restore from or test the backup - BB52243 </li></ul></ul><ul><ul><li>How to create a new database or add an additional database - BB110685 </li></ul></ul><ul><ul><li>How to attach a database to the Blackbaud Management Console - BB95152 </li></ul></ul><ul><ul><li>How to share files or folders and modify share permissions - BB43473 </li></ul></ul><ul><ul><li>How to check for and grant local administrative rights to a user - BB10978 </li></ul></ul><ul><ul><li>What NTFS rights are required to run The Financial Edge, The Education Edge or The Raiser's Edge 7 - BB50354 </li></ul></ul><ul><ul><li>How to install a non-production (test) database - BB461990 </li></ul></ul><ul><ul><li>Does Blackbaud support VMWare or Virtual PC solutions? - BB520705 </li></ul></ul>
    25. 25. Appendix – Implementing a Web Server <ul><li>Web Applications </li></ul><ul><ul><li>The Education Edge and Blackbaud Student Information System – FAWEB, NetClassroom </li></ul></ul><ul><ul><li>The Raiser’s Edge – RE:Anywhere </li></ul></ul><ul><ul><li>The Financial Edge – WebPortal </li></ul></ul><ul><li>Install Internet Information Services (IIS) </li></ul><ul><ul><li>Windows Server 2003 – IIS 6 </li></ul></ul><ul><ul><li>Windows Server 2008 – IIS 7 </li></ul></ul><ul><ul><ul><li>RE:Anywhere is not supported on Windows Server 2008 </li></ul></ul></ul><ul><li>Install client components like a workstation </li></ul><ul><ul><li>Client version should match the Web Application version </li></ul></ul><ul><li>Download the Web Application from </li></ul><ul><li>Install the application </li></ul><ul><ul><li>FAWEB </li></ul></ul><ul><ul><li>NetClassroom </li></ul></ul><ul><ul><li>WebPortal </li></ul></ul>
    26. 26. Appendix – Database Maintenance <ul><li>How to attach a database - BB95152 </li></ul><ul><li>How to detach a database - BB96700 </li></ul><ul><li>How to find the Deploy Kit - BB120314 </li></ul><ul><li>How to rebuild the indexes and database in SQL Server - BB120081 </li></ul><ul><li>How to run Update Statistics - BB137060 </li></ul><ul><li>How to shrink the database from the BMC - BB118784 </li></ul><ul><li>How to check the integrity of Blackbaud databases - BB124664 </li></ul><ul><li>How to move the SQL Server database to a new location on the same server - BB113761 </li></ul><ul><li>How to schedule database maintenance in the BMC - BB114908 </li></ul>
    27. 27. Appendix – BackupsEnd of support for SQL 2000 <ul><li>What is the recommended backup schedule? - BB291 </li></ul><ul><li>How to back up the database with the BMC - BB94455 </li></ul><ul><li>SQL Server Backup Overview </li></ul><ul><li>Inside the Edge – Backups and Recovery, Part 1 </li></ul><ul><li>Inside the Edge – Backup and Recovery, Part 2 - Testing your Backups </li></ul><ul><li>End of Support for SQL Server 2000 </li></ul><ul><ul><li>BB592364 </li></ul></ul><ul><ul><li>Inside the Edge - End of Support for SQL 2000 and What it Means to You </li></ul></ul>
    28. 28. Appendix – Q&A <ul><ul><li>Installing Patches without Administrator Rights </li></ul></ul><ul><ul><ul><li>Set the AllowLockdownPatch system policy </li></ul></ul></ul><ul><ul><li>Setting up Maintenance Plans using SQL Server tools </li></ul></ul><ul><ul><ul><li>Maintenance Plans </li></ul></ul></ul><ul><ul><ul><li>Maintenance Plan Wizard </li></ul></ul></ul><ul><ul><ul><li>Maintenance Tasks </li></ul></ul></ul><ul><ul><li>PCI Compliance </li></ul></ul><ul><ul><li>Installing a Test Environment </li></ul></ul>