Installation Procedure with an SQL Anywhere Database

311 Pages·1999·2.1 MB·English

by  Chris Hogue

T H E R A I S E R ’ S E D G E F O R W I N D O W S
A D M I N I S T R A T O R ’ S G U I D E
Table of Contents
C H A P T E R 1 P R E - I N S T A L L A T I O N
AbouttheOnlineManual................................................................................. 2
AbouttheSQLAnywhereDatabase................................................................ 2
DetailedSystemRecommendations................................................................. 3
GeneralRecommendations............................................................................... 9
Pre-InstallationConsiderations/Checklists....................................................... 10
C H A P T E R 2 I N S T A L L A T I O N
InstallingTheRaiser’sEdgeforWindows...................................................... 14
MigratinganExistingDatabaseafterInstallingTheRaiser’sEdge................ 34
C H A P T E R 3 P O S T - I N S T A L L A T I O N
Post-InstallationChecklist................................................................................ 39
BlackbaudDatabaseServiceManager............................................................. 40
SettingDatabaseStartupParameters................................................................ 50
StartingUpandShuttingDowntheDatabase.................................................. 52
BackingUptheSQLAnywhereDatabase....................................................... 58
CommonQuestions/TroubleshootingTips....................................................... 59
C H A P T E R 4 C O N F I G U R A T I O N
ConfiguringGeneralInformation..................................................................... 64
EstablishingPreferences................................................................................... 68
ManagingTables.............................................................................................. 73
TableDescriptions............................................................................................ 78
EstablishingProgramSecurity......................................................................... 87
MembershipCategoryTab............................................................................... 99
FinancialInstitutionsTab.................................................................................100
ConfiguringAddressee/Salutations..................................................................104
ConfiguringAttributes.....................................................................................112
EstablishingInternationalSettings...................................................................115
Letters...............................................................................................................120
EstablishingGeneralLedgerSettings..............................................................124
ChapterSummary.............................................................................................126
TableofContents iii
C H A P T E R 5 D A T A B A S E A D M I N I S T R A T I O N
Overview.......................................................................................................... 129
System Statistics............................................................................................... 129
Import and Conversion..................................................................................... 130
Import Operations............................................................................................. 136
Import............................................................................................................... 136
Import Setup..................................................................................................... 139
Create Import File............................................................................................. 140
Select Query Results......................................................................................... 142
Import Layout Tables....................................................................................... 143
Sample Import Files......................................................................................... 183
Troubleshooting Import Exceptions................................................................. 186
Global Change Facility..................................................................................... 190
Globally Write Off Pledges.............................................................................. 195
Drop Lapsed Members..................................................................................... 196
Post to General Ledger..................................................................................... 197
Duplicate Constituents...................................................................................... 200
Merge Constituents........................................................................................... 201
Global Delete Facility....................................................................................... 202
Validate Database............................................................................................. 207
Chapter Summary............................................................................................. 208
A P P E N D I X A :
C O N F I G U R I N G M U L T I P L E B L A C K B A U D
S Q L A N Y W H E R E D A T A B A S E S . . . . . . . . . . . . A - 1
A P P E N D I X B :
C O N F I G U R I N G M U L T I P L E R A I S E R ’ S E D G E
S Q L A N Y W H E R E D A T A B A S E S . . . . . . . . . . . . B - 1
A P P E N D I X C :
G E N E R A L L E D G E R E N T R I E S F O R
T H E R A I S E R ’ S E D G E G I F T T Y P E S . . . . . . C - 1
A P P E N D I X D :
T H E R A I S E R ’ S E D G E F O R T H E W E B 3 . 0
U S E R ’ S G U I D E . . . . . . . . . . . . . . . . . . . . . . . . . . . D - 1
A P P E N D I X E :
A U T O I N S T A L L A T I O N . . . . . . . . . . . . . . . . . . . . E - 1
iv Table of Contents
001220
ª 2000 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced
or transmitted in any form or by any means, electronic, or mechanical, including
photocopying, recording, storage in an information retrieval system, or otherwise,
without the prior written permission of Blackbaud, Inc.
The information in this manual has been carefully checked and is believed to be
accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or
omissions in this manual. In no event will Blackbaud, Inc., be liable for direct,
indirect, special, incidental, or consequential damages resulting from any defect or
omission in this manual, even if advised of the possibility of damages.
In the interest of continuing product development, Blackbaud, Inc., reserves the right
to make improvements in this manual and the products it describes at any time,
without notice or obligation.
The Raiser’s Edge for Windows, RE:Event, ParaGon, and MatchFinder are
trademarks of Blackbaud, Inc.
Microsoft is a registered trademark, and Windows, Windows for Workgroups, and
Windows NT are trademarks of Microsoft Corporation.
Avery is a registered trademark of the Avery Dennison Company.
Adobe and Acrobat Reader are registered trademarks of Adobe Systems
Incorporated.
Crystal Reports is a registered trademark of Seagate Software, Inc.
GradeQuick is a trademark of Jackson Software.
MYOB is a trademark of MYOB US, Inc.
Novell Netware is a trademark of Novell, Inc.
Rolodex is a registered trademark of Newell Rubbermaid Inc.
Sybase is a trademark of Sybase, Inc.
WordPerfect is a registered trademark of WordPerfect Corporation.
ZIP Code and ZIP+4 are registered trademarks of the United States Postal
Service.
All other products and company names mentioned herein are trademarks of
their respective holder.
RE641-AG-122000
C H A P T E R 1
Pre-Installation
In This Chapter
• AbouttheOnlineManual....................................................................... 2
• AbouttheSQLAnywhereDatabase...................................................... 2
• DetailedSystemRecommendations....................................................... 3
StandaloneRecommendations............................................................... 3
WorkstationRecommendations.............................................................. 3
ServerRecommendations....................................................................... 4
ServerMemoryandDiskSpaceRequirements...................................... 5
DatabaseServerChoices: WindowsNTvs.Novell............................... 5
OtherRecommendations........................................................................ 6
WebRequirements.......................................................................... 6
WeborModemAccess................................................................... 6
BarCodeScanners.......................................................................... 7
DatabaseBackup............................................................................. 7
PointofSale.................................................................................... 7
CreditCardProcessing.................................................................... 7
Printers............................................................................................ 7
Computer-BasedTraining............................................................... 8
SQLAnywhereSupportedVersions............................................... 8
ThirdPartySoftware....................................................................... 8
Server-BasedComputing(“Thin-Client”Technology)................... 8
RecommendationsDisclaimer................................................................ 9
• GeneralRecommendations.................................................................... 9
• Pre-InstallationConsiderations.............................................................. 10
GeneralConsiderations......................................................................... 10
ForWindowsServerNetwork................................................................ 11
ForNovellNetWareNetwork................................................................. 12
Chapter1 Pre-Installation 1
About the Online Manual
TheRaiser’sEdgeAdministrator’sGuide,User’sGuide,CrystalReports
User’sGuide,CrystalTutorial,SampleReportsManual,optionalmodule
User’sGuides,andUsingtheOnlineManualarenowavailablethroughthe
Helpmenuinelectronicform. TheOnlineManualinstalls,bydefault,when
youinstallTheRaiser’sEdgeforWindows(hereafterreferredtoasThe
Raiser’sEdge).
About the SQL Anywhere Database
SQLAnywhere(alsoreferredtoasSQLA)isafullSQLdatabase
managementsystemdevelopedonpersonalcomputersforpersonal
computers. SQLAnywhereisafull-featuredtransactionprocessingSQL
databasemanagementsystemthathasexcellentperformancewhilerequiring
lessresources(memoryspace,diskspace,andCPUspeed)thanother
databasemanagementsystems.
SQLAnywhereisafastandefficientdatabaseformanyenvironments,from
notebookcomputerstoserverssupportinglargenumbersofconcurrentusers.
Itisaflexibleandscaleablesolutionfortoday’sdiverseneeds.
SQLAnywhereoffersallthepowerofaclient/serversolutionwhilealso
beingeasytoinstallandadminister. Itrequiresminimalefforttosetupand
maintain. Thebuilt-inqueryoptimizerreducestheneedfortuningand
adjustingparametersforoptimalperformance. SQLAnywherealsohasa
smallerfootprintthanmostotherdatabasemanagementsystems,which
meansonlyafewsystemfilesarenecessarytorunthedatabaseengine. In
addition,SQLAnywherehasalowermemoryrequirement.
Blackbaud’ssoftwareforWindowsusesaSybaseSQLAnywheredatabase,
andperiodicallyinthisguideSQLAnywhereismentionedregardinga
product’sdatabase.
2 Pre-Installation Chapter1
Detailed System Recommendations
Note: Hardwarerequirementsaresubjecttochangeandupdatedasnecessary. We
recommendcallingcustomersupportat1-800-468-8996orvisiting
www.blackbaud.comforthemostrecenthardwarerequirements.
Standalone Recommendations
Memory 128MBminimum.
(RAM)
Note: Morememorywillimproveperformance.
Processor Pentium233MHzorbetterrecommended.
(CPU)
Note: TheRaiser’sEdgewillrunonaslowerPentium(orPentium-class)
processor;however,performancewillnotbeoptimal.
DiskSpace Program,system,andhelpfilesrequire95MBofharddrivespaceifall
optionsareinstalled. Anadditional20MBisrequiredifyouinstallCrystal
ReportsforBlackbaud,and40MBisrequiredfortheOnlineManual. Use
thecalculationunderServerRecommendationstoestimatetheharddrive
spaceforthedatabasefiles. Additionalfreespaceisneededtoprocess
reportsandmailingfunctions. Multiply.5bythetotalsizeofyourdatabase
tocalculatetheoptimalfreediskspaceneeded.
Operating MicrosoftWindows3.1,WindowsforWorkgroups3.11,Windows95,
Systems Windows98,WindowsNT3.51,andWindowsNT4.0.
CD-ROM Requiredforinstallationandupdates.
Workstation Recommendations
Memory 64MBminimum.
(RAM)
Note: Morememorywillimproveperformance.
Processor Pentium233MHzorbetterrecommended.
(CPU)
Note: TheRaiser’sEdgewillrunonaslowerPentium(orPentium-class)
processor;however,performancewillnotbeoptimal.
DiskSpace Program,system,andhelpfilesrequire95MBofharddiskspaceifall
optionsareinstalled. Anadditional20MBisrequiredifyouinstallCrystal
ReportsforBlackbaud;and25MBisrequiredfortheOnlineManual. Use
thecalculationunderServerRecommendationstoestimatethesizeofyour
database. Additionalfreespaceisneededtoprocessreportsandmailing
functions. Multiply.25bythetotalsizeofyourdatabasetocalculatethe
optimalfreediskspaceneeded.
Operating MicrosoftWindows3.1,WindowsforWorkgroups3.11,Windows95,
Systems Windows98,WindowsNT3.51,andWindowsNT4.0.
Chapter1 Pre-Installation 3
Server Recommendations
A dedicated database server is typically not required for seven or fewer users. However,
this requirement depends upon the activities performed by the users, response time you
desire for queries and data entry, size of the database, and other applications running on the
server. In general, no mission-critical databases or client/server applications, except for
other Blackbaud software using SQL Anywhere, should run on the same server. Print
services are generally allowable, given their low server demands.
Memory Use the calculation under Server Memory and Disk Space Requirements to
(RAM) calculate the server memory requirement.
Processor If you are purchasing new hardware, we recommend you buy the fastest
(CPU) Pentium (or Pentium-class) processor available. If you have existing
hardware, a Pentium 350 MHz is the minimum recommended processor. Only
Intel Pentium processors or x86 Pentium-class processors are supported. DEC
Alpha computers are not supported.
Note: As the number of users increases, the processing power of the server is
degraded as its time is split among the various users. Organizations
with heavy query and reporting activity that have high volume data
entry occurring simultaneously should consider multiple CPUs and/or a
scheduling process for their activities to reduce loads on the server
during peak operating hours.
Hard Disk Use the calculation under Server Memory and Disk Space Requirements to
estimate the hard drive space for database files. Additional free space is
needed for processing. Multiply .5 by the total size of your database to
calculate the optimal free disk space needed.
Note: A high performance disk subsystem, such as SCSI-2 and RAID
technology, is recommended.
Server Microsoft Windows NT Server 3.51 and 4.0 (for Intel processors), Novell
Operating NetWare 3.2, 4.2, and 5. Windows 95 peer-to-peer networks are supported but
Systems not recommended for more than 3-4 users. Unix is not supported.
Network TCP/IP, IPX/SPX, and Netbios. TCP/IP is strongly recommended for
Protocols Windows NT networks and Windows 95 peer-to-peer networks.
Note: Blackbaud has found that TCP/IP is a more stable and problem-free
protocol for most environments.
CD-ROM A CD-ROM drive on the server or at least one workstation on the network is
required for installation and updates.
4 Pre-Installation Chapter 1
Server Memory and Disk Space Requirements
To estimate the database size (in megabytes), multiply a factor of 0.9 to 1.7
by the total number (in thousands) of constituent and gift records. Use a
factor of 0.9 if no optional modules are installed and you do not have an
unusually high number of record types such as appeals, actions, relationships,
etc. Otherwise, use 1.7. Refer to the chart below for a sample calculation.
Records Required
Configuration (x 1000) Factor Drive Space
Minimum (no optional modules) 90 x 0.9 81 MB
Large (optional modules or high number 90 x 1.7 153 MB
of other record types - appeals, etc.)
Note: To current users of The Raiser’s Edge for Windows Jet version:
The size of the SQL Anywhere database is approximately equal to
the total disk space occupied by the Jet database files (*.MDB in the
database directory).
After calculating the required drive space, use the following chart for your
optimal server memory for The Raiser’s Edge.
Total Database Size Minimum Physical Memory Allocated to
(Computed from Server Memory the SQL Anywhere
calculation above) Required Database
1-250 MB 64 MB 32 MB + 2K per user
251-500 MB 128 MB 64 MB + 2K per user
501 MB-2 GB 256 MB 128 MB + 2K per user
Database Server Choices: Windows NT vs. Novell
Blackbaud is not a vendor or provider of network operating systems and
cannot select which system is right for a particular organization. You should
consult with qualified network technicians to determine the best choice for
your organization. A Windows NT Server is required if you are
implementing RE:Web on the same server as The Raiser’s Edge database
(see Web Requirements for more information).
If you are considering using multi-processors servers: Sybase has designed
Adaptive Server Anywhere 6.0 (which will be provided with The Raiser’s
Edge version 7) to take advantage of multiple processors on Windows
NT/2000 servers only. Adaptive Server Anywhere will run on a Novell
NetWare server with multiple processors, but performance will be similar to
that of a single processor.
Chapter 1 Pre-Installation 5
Other Recommendations
Web Requirements
These requirements are for RE:Web 3.0.
Server
Memory (RAM) 64 MB minimum. 128 MB recommended.
Note: More memory will significantly improve performance.
Processor (CPU) Pentium 200 MHz processor.
Note: More memory will significantly improve performance,
especially as the number of users increases.
Hard Disk 25-30 MB.
Operating System Microsoft Windows NT Server 4.0 installed with Microsoft Internet
Information Server (IIS) 4.0.
Workstation
Browser Microsoft Windows Internet Explorer 4.01 or 5.0, Internet Explorer
4.01 Macintosh Edition.
Note: Internet Explorer 4.5 Macintosh Edition is not supported.
Operating System Microsoft Windows 95, Windows 98, Windows NT 4.0, or Macintosh
OS 8.1 or higher.
For publishing on the Internet, a permanent Internet connection to your web server
and access from your web server to your Raiser’s Edge database is required. To set
up an Internet connection, contact your local Internet Service Provider (ISP). The ISP
can also register your domain name.
The need for separate web and database servers is dependent on many factors.
Security, firewalls, and performance are some of the issues to consider. We
recommend you use knowledgeable in-house technical staff and/or qualified
consulting services to determine your organization’s needs.
Securing your web server with Secure Socket Layer (SSL) or equivalent technology is
highly recommended to prevent unauthorized access to transmitted data.
Web or Modem Access
Blackbaud’s communication and software distribution options include the World
Wide Web, FTP, dial-up modems, and electronic mail. Clients with these options
available at their organizations can take advantage of faster and more convenient
methods of file transfer and communication.
6 Pre-Installation Chapter 1
Bar Code Scanners
A laser printer and bar code reader capable of reading a 12 point 3 of 9 bar code font
are required to support bar code printing and scanning in The Raiser’s Edge mailing,
membership scanning, and batch entry facilities.
Database Backup
We strongly recommend the purchase and scheduled use of a tape or archival backup
solution. Power blackouts and brownouts, hardware and network failures, and other
unexpected circumstances can lead to an unrecoverable data loss. More information is
available in Chapter 3.
Point of Sale
Blackbaud’s Point of Sale uses Sales Management Systems’ QuickSell 2000 version
2.x point-of-sale system and provides integration with The Raiser’s Edge. Please visit
www.blackbaud.com for hardware specifications for Point of Sale, or visit SMS’s web
site at www.smspos.com.
Credit Card Processing
The Raiser’s Edge works with ICVERIFY to authorize and transfer credit card
transactions. This product must be purchased from the ICVERIFY, installed, and
configured to work with an authorized clearinghouse. Supported versions include
ICVERIFY DOS version 6.6 and Windows version 2.0. The Raiser’s Edge does not
support multiple merchant account processing in ICVERIFY. For more information,
contact ICVERIFY, Inc., 473 Roland Way, Oakland, CA 94621. Phone:
[phone]. Or visit their web site at www.icverify.com.
Printers
Blackbaud software uses standard Windows printer drivers to work with a variety of
printers. Standard forms purchased from Blackbaud are available for both laser and dot
matrix printers. We do not make specific printer recommendations; however, reports
and forms with Blackbaud products have been specifically designed and tested with HP
Laserjets and Epson and Okidata dot matrix printers. It is not possible for Blackbaud
to design and test reports and forms for every printer; therefore, results with printers
may vary. Due to the nature of Windows-based applications, you should carefully
consider printers options, and understand that speed, quality, and usability are generally
best achieved with more recent printer models. Consult with reputable vendors and
suppliers to determine the best choice for your organization’s needs.
Note: Updated printer drivers, available directly from the printer manufacturer, may be
necessary for compatibility with Blackbaud products.
Chapter 1 Pre-Installation 7