Transcript - Blackbaud

What Every Blackbaud DBA Ought to Know
Welcome to the Support Roundtable for DBAs
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Presenter: David Johnson, Technical and Installation Product Support Lead
 Moderator: Willow Schultz, Education Solutions Product Support Lead
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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:
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David Johnson | Page #1
Click Q & A on the toolbar
Type your question in the box
Click Ask
© 2009 Blackbaud
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 Every Blackbaud DBA Ought to Know
What are my responsibilities?
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Implementation, updates, and patches
Database maintenance
Backing up and restoring
Troubleshooting
David Johnson | Page #3
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Implementation
David Johnson | Page #4
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Implementation – Application Server
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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
David Johnson | Page #5
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Installing and Updating – Application Server
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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.
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Create or Attach your database
 Not necessary during an update
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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
David Johnson | Page #6
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Questions???
David Johnson | Page #7
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Installing and Updating – Workstations
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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
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Updating
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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
David Johnson | Page #8
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Patching
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Server
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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
David Johnson | Page #9
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Updates and Patches - Plan Ahead
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Testing\Planning
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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
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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
David Johnson | Page #10
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Questions???
David Johnson | Page #11
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Database Maintenance and the BMC
David Johnson | Page #12
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Database Maintenance and the BMC
David Johnson | Page #13
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Database Maintenance and the BMC
David Johnson | Page #14
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Questions???
David Johnson | Page #15
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Backups
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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
David Johnson | Page #16
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Backups
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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
David Johnson | Page #17
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Questions???
David Johnson | Page #18
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Troubleshooting – what can you do?
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Narrow down the problem by asking questions
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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)?
David Johnson | Page #19
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Common troubleshooting steps
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Reset the registry
 A plug-in in The Financial Edge, The Education Edge, and Blackbaud Student
Information System
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Uninstall and reinstall the application
 Avoid this on the server
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Repair the Deploy folder
Set the appropriate permissions
 Run Process Monitor
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Rename the BBUpdate.ini file on the workstation
Detach and reattach the database
David Johnson | Page #20
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Troubleshooting – how can we help?
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Available Resources
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Knowledgebase
User Guides
Inside the Edge – A Technical Blog for DBAs
User forums
F1
Case Central
Phone support
• 1-800-468-8996
David Johnson | Page #21
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Questions???
David Johnson | Page #22
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Appendix - Implementation
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How to install or update
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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
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The Raiser’s Edge - BB100349
The Financial Edge - BB104079
The Education Edge - BB104079
Blackbaud Student Information System - BB104079
The Patron Edge - BB222951
David Johnson | Page #23
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Appendix - Implementation
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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
David Johnson | Page #24
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Appendix – Implementing a Web Server
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Web Applications
 The Education Edge and Blackbaud Student Information System – FAWEB,
NetClassroom
 The Raiser’s Edge – RE:Anywhere
 The Financial Edge – WebPortal
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Install Internet Information Services (IIS)
 Windows Server 2003 – IIS 6
 Windows Server 2008 – IIS 7
• RE:Anywhere is not supported on Windows Server 2008
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Install client components like a workstation
 Client version should match the Web Application version
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Download the Web Application from downloads.blackbaud.com
Install the application
 FAWEB
 NetClassroom
 WebPortal
David Johnson | Page #25
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Appendix – Database Maintenance
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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
David Johnson | Page #26
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
Appendix – Backups\End of support for SQL 2000
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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
David Johnson | Page #27
© 2009 Blackbaud
What Every Blackbaud DBA Ought to Know
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
David Johnson | Page #28
© 2009 Blackbaud