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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 l.jpg
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

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What Every Blackbaud DBA Ought to Know

What Every Blackbaud Database Administrator Ought to Know

Support Roundtable

September 30, 2009

David Johnson – MCTS, OCP

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What are my responsibilities?

  • Implementation, updates, and patches

  • Database maintenance

  • Backing up and restoring

  • Troubleshooting

Implementation application server l.jpg
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

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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

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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

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  • 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

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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

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  • 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

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  • 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

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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)?

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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

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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

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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

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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

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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

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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

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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

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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