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Welcome to the Support Roundtable for DBAs. Presenter: David Johnson, Technical and Installation Product Support Lead Moderator: Willow Schultz, Education Solutions Product Support Lead

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welcome to the support roundtable for dbas
Welcome to the Support Roundtable for DBAs
  • Presenter: David Johnson, Technical and Installation Product Support Lead
    • Moderator: Willow Schultz, Education Solutions Product Support Lead
  • 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.
    • To ask a question in Live Meeting:
      • Click Q & A on the toolbar
      • Type your question in the box
      • Click Ask

What Every Blackbaud DBA Ought to Know

What Every Blackbaud Database Administrator Ought to Know

Support Roundtable

September 30, 2009

David Johnson – MCTS, OCP

what are my responsibilities
What are my responsibilities?
  • Implementation, updates, and patches
  • Database maintenance
  • Backing up and restoring
  • Troubleshooting
implementation application server
Implementation – Application Server
  • Installed Components
    • SQL Server 2005 Express
      • It is the free edition of SQL Server packaged with current software releases
        • Not packaged with The Patron Edge
      • Express has limitations, so it may not meet your organization’s needs:
        • 1 GB RAM
        • 1 CPU
        • 4 GB database size limit
      • Application Install check for installed versions of SQL Server
        • SQL Server 2005 Express is not installed if a supported version is detected
        • Check the System Requirements for supported versions
          • Support for SQL Server 2000 ends March 31, 2010
    • Blackbaud Management Console (BMC)
      • Easy to use tool to manage all your Blackbaud application databases
    • Client components
    • Deploy folder
installing and updating application server
Installing and Updating – Application Server
  • Download the software installation package from downloads.blackbaud.com
  • Back up all your databases
  • Install from the download on your Application Server
    • Follow the prompts to determine the application and Deploy folder installation location (new installation only)
    • During an update you are not prompted for install locations. The installer package will automatically update the correct locations.
  • Create or Attach your database
    • Not necessary during an update
  • Log into the database
  • Share the Deploy folder
    • Must be shared to all users
    • Users must have Read and Execute Permissions
    • Users must be able to access Deploy folder at each login
installing and updating workstations
Installing and Updating – Workstations
  • Installing
    • Log into the workstation with local administrator rights
    • Browse to the Deploy folder
      • Example: \\David03\REDeploy
      • Run Setup.exe from the Deploy folder
    • This installs:
      • All necessary prerequisites
      • Connection information to the database
      • Client components
    • Grant users local admin rights or necessary permissions
  • Updating
    • Log into the workstation with local administrator rights
    • Make sure the user has Read and Execute permissions to the Deploy folder
    • Launch application as normal
    • The user will be prompted to run the update
  • Server
    • Download the patch from downloads.blackbaud.com and save on the server
    • Back up all your databases
    • Run the patch executable on your application server
    • Log into the application on the server to update the database
  • Workstations
    • Log into the workstation as a user with local administrator rights and rights to the Deploy folder
    • Run the application as normal
    • User will be prompted to install the patch
updates and patches plan ahead
Updates and Patches - Plan Ahead
  • Testing\Planning
    • How long will the update take?
    • Will the install interfere with other software (has it been tested)?
    • Will the update conflict with mission critical business?
    • Does your server meet the new system requirements?
    • Are user ready for the new features or changes?
  • How to test
    • One license for a Non-Production Environment
    • Installs like a normal Application Server
    • Attach a copy of your most recent backup
    • Test environment
      • Separate server
      • Virtual Machine
  • Creating a complete and sound backup policy is the DBA’s most important responsibility
  • Recommendations for a complete backup policy
    • What should be backed up?
      • All Blackbaud databases
      • Other important files (media objects, exports, letters, etc…)
      • Other application databases
    • At what frequency should the data be backed up?
      • Manual backups should be run before any major changes on the server or in the database
        • Updates to your Blackbaud application
        • Updates to SQL Server
        • Global changes in the software application
  • Recommendations for a complete backup policy (con’t)
    • Schedule Blackbaud database backups
      • Using the BMC
    • Schedule server backups to external media using a third party applications
    • Secure backups in a secure off-site location
    • Testing your backups
      • Checks the backup integrity
      • Trains you on restoring so you are prepared
    • Setup a retention policy
      • Grandfather-Father-Son
troubleshooting what can you do
Troubleshooting – what can you do?
  • Narrow down the problem by asking questions
    • Does the issue occur on multiple workstations?
    • Does the issue occur for another Windows account? Application account?
    • Does the issue occur for a local administrator?
    • Does the issue occur in the sample database?
    • Does the issue occur on the server?
    • Does the issue occur in a test environment (if available)?
common troubleshooting steps
Common troubleshooting steps
  • Reset the registry
    • A plug-in in The Financial Edge, The Education Edge, and Blackbaud Student Information System
  • Uninstall and reinstall the application
    • Avoid this on the server
  • Repair the Deploy folder
  • Set the appropriate permissions
    • Run Process Monitor
  • Rename the BBUpdate.ini file on the workstation
  • Detach and reattach the database
troubleshooting how can we help
Troubleshooting – how can we help?
  • Available Resources
    • Knowledgebase
    • User Guides
    • Inside the Edge – A Technical Blog for DBAs
    • User forums
    • F1
    • Case Central
    • Phone support
      • 1-800-468-8996
appendix implementation
Appendix - Implementation
  • How to install or update
    • The Raiser’s Edge - BB202814
    • The Financial Edge - BB273248
    • The Education Edge - BB132284
    • Blackbaud Student Information System - BB355724
    • The Patron Edge - BB199880
  • How to install the patch
    • The Raiser’s Edge - BB100349
    • The Financial Edge - BB104079
    • The Education Edge - BB104079
    • Blackbaud Student Information System - BB104079
    • The Patron Edge - BB222951
appendix implementation24
Appendix - Implementation
  • Knowledgebase Resources
    • What are the differences among SQL Server editions? - BB95014
    • When will Blackbaud stop supporting Microsoft SQL Server 2000 with its products? - BB592364
    • How to make a backup and restore from or test the backup - BB52243
    • How to create a new database or add an additional database - BB110685
    • How to attach a database to the Blackbaud Management Console - BB95152
    • How to share files or folders and modify share permissions - BB43473
    • How to check for and grant local administrative rights to a user - BB10978
    • What NTFS rights are required to run The Financial Edge, The Education Edge or The Raiser\'s Edge 7 - BB50354
    • How to install a non-production (test) database - BB461990
    • Does Blackbaud support VMWare or Virtual PC solutions? - BB520705
appendix implementing a web server
Appendix – Implementing a Web Server
  • Web Applications
    • The Education Edge and Blackbaud Student Information System – FAWEB, NetClassroom
    • The Raiser’s Edge – RE:Anywhere
    • The Financial Edge – WebPortal
  • Install Internet Information Services (IIS)
    • Windows Server 2003 – IIS 6
    • Windows Server 2008 – IIS 7
      • RE:Anywhere is not supported on Windows Server 2008
  • Install client components like a workstation
    • Client version should match the Web Application version
  • Download the Web Application from downloads.blackbaud.com
  • Install the application
    • FAWEB
    • NetClassroom
    • WebPortal
appendix database maintenance
Appendix – Database Maintenance
  • How to attach a database - BB95152
  • How to detach a database - BB96700
  • How to find the Deploy Kit - BB120314
  • How to rebuild the indexes and database in SQL Server - BB120081
  • How to run Update Statistics - BB137060
  • How to shrink the database from the BMC - BB118784
  • How to check the integrity of Blackbaud databases - BB124664
  • How to move the SQL Server database to a new location on the same server - BB113761
  • How to schedule database maintenance in the BMC - BB114908
appendix backups end of support for sql 2000
Appendix – Backups\End of support for SQL 2000
  • What is the recommended backup schedule? - BB291
  • How to back up the database with the BMC - BB94455
  • SQL Server Backup Overview
  • Inside the Edge – Backups and Recovery, Part 1
  • Inside the Edge – Backup and Recovery, Part 2 - Testing your Backups
  • End of Support for SQL Server 2000
    • BB592364
    • Inside the Edge - End of Support for SQL 2000 and What it Means to You
appendix q a
Appendix – Q&A
  • Installing Patches without Administrator Rights
    • Set the AllowLockdownPatch system policy
  • Setting up Maintenance Plans using SQL Server tools
    • Maintenance Plans
    • Maintenance Plan Wizard
    • Maintenance Tasks
  • PCI Compliance
  • Installing a Test Environment