David Johnson | Page #1 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know 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: 1.Click Q & A on the toolbar 2.Type your question in the box 3.Click Ask

What Every Blackbaud Database Administrator Ought to Know Support Roundtable September 30, 2009 David Johnson – MCTS, OCP What Every Blackbaud DBA Ought to Know

David Johnson | Page #3 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know What are my responsibilities? Implementation, updates, and patches Database maintenance Backing up and restoring Troubleshooting

David Johnson | Page #4 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Implementation

David Johnson | Page #5 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know 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:Express has limitations 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 versionsSystem Requirements »Support for SQL Server 2000 ends March 31, 2010SQL Server 2000  Blackbaud Management Console (BMC) Easy to use tool to manage all your Blackbaud application databases  Client components  Deploy folder

David Johnson | Page #6 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Installing and Updating – Application Server Download the software installation package from downloads.blackbaud.comdownloads.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. CreateCreate or Attach your databaseAttach  Not necessary during an update Log into the database ShareShare 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 #7 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Questions???

David Johnson | Page #8 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Installing and Updating – Workstations Installing  Log into the workstation with local administrator rightslocal administrator rights  Browse to the Deploy folder Example: \\David03\REDeploy\\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 permissionsnecessary 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

David Johnson | Page #9 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Patching Server  Download the patch from downloads.blackbaud.com and save on the serverdownloads.blackbaud.com  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 #10 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know 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 EnvironmentNon-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 #11 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Questions???

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 Database Maintenance and the BMC

David Johnson | Page #15 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Questions???

David Johnson | Page #16 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Backups 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 databaseManual backups Updates to your Blackbaud application Updates to SQL Server Global changes in the software application

David Johnson | Page #17 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Backups 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 #18 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Questions???

David Johnson | Page #19 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know 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)?

David Johnson | Page #20 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know 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 permissionsappropriate permissions  Run Process MonitorProcess Monitor Rename the BBUpdate.ini file on the workstation DetachDetach and reattach the databasereattach

David Johnson | Page #21 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Troubleshooting – how can we help? Available Resources  Knowledgebase Knowledgebase  User Guides User Guides  Inside the Edge – A Technical Blog for DBAs Inside the Edge  User forums User forums  F1  Case Central Case Central  Phone support

David Johnson | Page #22 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Questions???

David Johnson | Page #23 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Appendix - Implementation How to install or update  The Raiser’s Edge - BB202814BB  The Financial Edge - BB273248BB  The Education Edge - BB132284BB  Blackbaud Student Information System - BB355724BB  The Patron Edge - BB199880BB How to install the patch  The Raiser’s Edge - BB100349BB  The Financial Edge - BB104079BB  The Education Edge - BB104079BB  Blackbaud Student Information System - BB104079BB  The Patron Edge - BB222951BB222951

David Johnson | Page #24 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Appendix - Implementation Knowledgebase Resources  What are the differences among SQL Server editions? - BB95014BB95014  When will Blackbaud stop supporting Microsoft SQL Server 2000 with its products? - BB BB  How to make a backup and restore from or test the backup - BB52243BB52243  How to create a new database or add an additional database - BB110685BB  How to attach a database to the Blackbaud Management Console - BB95152BB95152  How to share files or folders and modify share permissions - BB43473BB43473  How to check for and grant local administrative rights to a user - BB10978BB10978  What NTFS rights are required to run The Financial Edge, The Education Edge or The Raiser's Edge 7 - BB50354BB50354  How to install a non-production (test) database - BB461990BB  Does Blackbaud support VMWare or Virtual PC solutions? - BB520705BB520705

David Johnson | Page #25 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know 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.comdownloads.blackbaud.com Install the application  FAWEB FAWEB  NetClassroom NetClassroom  WebPortal WebPortal

David Johnson | Page #26 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Appendix – Database Maintenance How to attach a database - BB95152BB95152 How to detach a database - BB96700BB96700 How to find the Deploy Kit - BB120314BB How to rebuild the indexes and database in SQL Server - BB120081BB How to run Update Statistics - BB137060BB How to shrink the database from the BMC - BB118784BB How to check the integrity of Blackbaud databases - BB124664BB How to move the SQL Server database to a new location on the same server - BB BB How to schedule database maintenance in the BMC - BB114908BB114908

David Johnson | Page #27 © 2009 Blackbaud What Every Blackbaud DBA Ought to Know Appendix – Backups\End of support for SQL 2000 What is the recommended backup schedule? - BB291BB291 How to back up the database with the BMC - BB94455BB94455 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  BB BB  Inside the Edge - End of Support for SQL 2000 and What it Means to You Inside the Edge - End of Support for SQL 2000 and What it Means to You

David Johnson | Page #28 © 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 PCI Compliance  Installing a Test Environment Installing a Test Environment