7.8 update guide - blackbaud

7.8 Update Guide

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©2005 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, MatchFinder, ParaGon, RE:Alum, RE:Event, RE:Member, RE:Queue, RE:Tribute, RE:Volunteer, RE:Zip, RE:Open, and Blackbaud are registered trademarks of Blackbaud, Inc.

All other products and company names mentioned herein are trademarks of their respective holder.

RE7.8Enterprise-UpdateUK-120105

7.8 Update GuideUPDATING FROM THE RAISER’S EDGE 7.5 ON A SERVER. . . . . . 1

Working with Sample Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Steps to Updating The Raiser’s Edge on a Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Requirements for Installing The Raiser’s Edge 7.8 Update . . . . . . . . . . . . . . . . . . . . 3Updating The Raiser’s Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Migrate Database Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11Attach Database Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Updating The Raiser’s Edge on Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

UPDATING FROM THE RAISER’S EDGE 7.5 OR 7.6X ON A NEW

SERVER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Working with Sample Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Steps to Updating The Raiser’s Edge on a Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Requirements for Installing The Raiser’s Edge 7.8 Update . . . . . . . . . . . . . . . . . . . 27Copying ASA Database Files to New Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Installing The Raiser’s Edge 7.8 on a New Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Migrating an ASA Database on a New Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Updating Workstations from a New Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

UPDATING FROM THE RAISER’S EDGE 7.6 OR HIGHER . . . . . . 45

Updating from The Raiser’s Edge 7.6 or Higher on a Standalone Machine . . . . . . 46Updating from The Raiser’s Edge 7.6 or Higher on a Server . . . . . . . . . . . . . . . . . . 50

UPDATING TO THE RAISER’S EDGE 7.8 FOR ORACLE . . . . . . . 57

Installing The Raiser’s Edge 7.8 Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

UPDATING FROM THE RAISER’S EDGE 7.5 ON A STANDALONE

SYSTEM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Working with Sample Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Steps to Updating The Raiser’s Edge on a Standalone Machine . . . . . . . . . . . . . . . 68Requirements for Installing The Raiser’s Edge 7.8 Update . . . . . . . . . . . . . . . . . . . 68Updating The Raiser’s Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Migrating an ASA Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Attach Database Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

POST INSTALLATION & TROUBLESHOOTING. . . . . . . . . . . . . . . 85

Unlocking The Raiser’s Edge Enterprise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Post Update Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Issues Updating Your Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Migration Freezes When Running Dual Processor . . . . . . . . . . . . . . . . . . . . . . . . . . 91Uninstallation Has Not Completed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Read-Only Database Access Guide Not Current . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

NEW FEATURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Address Validation and Mailsort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Gift Aid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Constituent Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Credit Card Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102NetSolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104Web Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

BACKING UP A NETWORK DATABASE . . . . . . . . . . . . . . . . . 105

Backing Up Database from The Raiser’s Edge 7.5 . . . . . . . . . . . . . . . . . . . . . . . . . . 106Backing Up Your Database from The Raiser’s Edge 7.6 or Higher . . . . . . . . . . . . 110

UPDATING THE RAISER’S EDGE USING TERMINAL SERVICES OR

CITRIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Server Does Not Host Blackbaud Management Console . . . . . . . . . . . . . . . . . . . . . 114Server Does Host the Blackbaud Management Console . . . . . . . . . . . . . . . . . . . . . 117

MAPPOINT INSTALLATION. . . . . . . . . . . . . . . . . . . . . . . . . . . 127

MapPoint Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

UPDATING TO RE:ANYWHERE FOR REMOTE ACCESS. . . . . . 133

Additional Security Settings for Oracle Databases . . . . . . . . . . . . . . . . . . . . . . . . . 134Important Notes Before Updating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Browser Settings for Creating Letters and E-mail from Constituent Records . . . 138

Updating from The Raiser’s Edge 7.5 on a Server

Contents

Working with Sample Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Steps to Updating The Raiser’s Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Requirements for Installing The Raiser’s Edge 7.8 Update . . . . . . . . . . . . . .3SQL Server 2005 Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4Required NTFS Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4Updating The Raiser’s Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4Migrate Database Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11Attach Database Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16Updating The Raiser’s Edge on Workstations . . . . . . . . . . . . . . . . . . . . . . . .21

Procedures

Updating The Raiser’s Edge server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5Migrating an ASA database into a SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . .8Using the Migrate Database Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11Attaching a database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16Updating The Raiser’s Edge on each workstation . . . . . . . . . . . . . . . . . . . . . . . .21

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The Raiser’s Edge 7.8 includes the Microsoft

SQL Server Desktop Engine (MSDE). This version of SQL server works for databases smaller than 1.8GB. If your database exceeds this limit, you must purchase Microsoft SQL Server Standard/Enterprise Edition.

This chapter includes detailed instructions about updating your server to The Raiser’s Edge 7.8 from The Raiser’s Edge 7.5. If you are updating from The Raiser’s Edge 7.6 or higher, see “Updating from The Raiser’s Edge 7.6 or Higher” on page 45.

Working with Sample DataSample data is installed with The Raiser’s Edge. This allows you to practice with the new features before you implement them in your production database. We recommend you use this sample data as a training tool. It contains examples of the many features available in the program.

Attention Novell users converting to The

Raiser’s Edge 7.8, version 7.8 (SQL Server) does not support Novell databases. Before running the update, you must convert to Windows and install the Blackbaud Management Console on only your server.

Also, be aware, when you update The Raiser’s Edge 7.8 on the workstations, you can no longer access the sample data that previously existed on that workstation.

Steps to Updating The Raiser’s Edge on a ServerA network installation configures the software for multiple users working on multiple workstations. If your organisation uses a network system, you should follow these installation instructions.

If you are installing The Raiser’s Edge 7.8

to a new server, see “Updating from The Raiser’s Edge 7.5 or 7.6x on a New Server” on page 25.

• Read “Requirements for Installing The Raiser’s Edge 7.8 Update” on page 3.• Install the program update, using the installation CD. For detailed instructions,

see “Updating The Raiser’s Edge server” on page 5.• Check the Blackbaud Web site for any updates: www.blackbaud.co.uk. From

the menu bar, click Support, Downloads.• Migrate your ASA database or attach an existing SQL Server database. For

detailed instructions, see “Migrate Database Wizard” on page 11 or “Attach Database Wizard” on page 16.

• Update The Raiser’s Edge on your workstations. After your deployment kit updates, the workstation users receive a message the next time they try to open The Raiser’s Edge, informing them they have to update the software. For detailed instructions, see “Updating The Raiser’s Edge on Workstations” on page 21.

If you are updating to The Raiser’s Edge

Enterprise, you must unlock the enterprise features after you run the update. For more information see “Unlocking The Raiser’s Edge Enterprise” on page 86.

• We are constantly updating and improving our software. Therefore, after you run the update, it is important that you visit the Blackbaud Web page and download and install any available patches. Instructions are included on the Web page.

• Because you are updating from The Raiser’s Edge 7.5, the database migration process leaves your existing ASA database intact. After the migration is complete and you confirm your system is up and running correctly on SQL Server, you may want to delete the old ASA database files from the server (re_bio.db, re_gift.db, re_index.db, re_temp.db, re7.db, and re7.log), freeing up space on your hard drive. We strongly recommend you back up these files before deleting them.

http://www.blackbaud.com/support/downloadsDefault.asp

http://www.blackbaud.com/products/hwspecs/re7asa.asp

UP D A T I N G F R O M TH E RA I S E R ’S ED G E 7.5 O N A SER V ER 3

Requirements for Installing The Raiser’s Edge 7.8 Update• You must have The Raiser’s Edge 7.5 or higher installed before you run this

update. Updating from The Raiser’s Edge 7.5 or higher to The Raiser’s Edge 7.8 requires two times the disk space of your current database.

If you are currently a Raiser’s Edge 7 user,

before updating to The Raiser’s Edge 7.8, you must have The Raiser’s Edge 7.5 or higher installed. You cannot update from The Raiser’s Edge 7.0, The Raiser’s Edge 7.01, The Raiser’s Edge 7.02, or The Raiser’s Edge 7.03.

• You do NOT have to uninstall previous versions of the program before installing version 7.8.

• You should make a complete backup of your Raiser’s Edge database before you update. Blackbaud strongly recommends you use a proper tape backup system. However, if you do not have such a system in place, you can run a backup using the existing Blackbaud Management Console. For detailed instructions, see “Backing Up a Network Database” on page 105.

• Make sure clients of The Raiser’s Edge are logged out of the system.• Shut down the database engine.• Unless you are accessing the software across a network, you need a CD-ROM

drive at the server. The update process copies all update files from the CD and integrates settings configured when the Blackbaud Management Console was originally set up to facilitate a deploy package. The deploy package is used to update workstations when users with Local Administrative rights and rights to the deploy package log into their workstation.

• Exit all Windows applications on the server where The Raiser’s Edge will be updated.

Blackbaud does not support the Microsoft

SQL Server Desktop Engine (MSDE) with Microsoft NT 4.0 Server. MSDE is only supported with Windows 2000 or Windows Server 2003. If you are running SQL Server Standard/Enterprise version, you can continue to use NT Server 4.0; however, this operating system will no longer be supported by Blackbaud after March 31, 2004.

• If you are using Microsoft SQL Server Standard/Enterprise Edition, Service Pack 3 or higher must be installed. This is a Microsoft patch required to keep your system current with Microsoft’s security recommendations. If you have not installed Service Pack 3 or higher, the latest version is Service Pack 3a, which you can download from Microsoft’s Web site: http://www.microsoft.com/sql/downloads/2000/sp3.asp.

• Every workstation running Microsoft Windows 2000 must have Service Pack 3 or higher installed; workstations running Microsoft XP must have Service Pack 1 or higher installed. If you have not installed the required service pack, you can download the latest version from Microsoft’s Web site: http://www.microsoft.com/windows/downloads/default.mspx.

• Close any virus scan programs on the server and on the workstations. These programs can sometimes mistakenly interpret the setup/update process of a new program as a contamination of existing files on the disk. Close the Microsoft Office toolbar, if present. It may interfere with the installation of some files.

If your organisation regularly has more than

10 users logged into The Raiser’s Edge at one time, you may experience performance problems using MSDE. You may want to purchase Microsoft SQL Server Standard/Enterprise Edition.

• For the deployment package to update The Raiser’s Edge on a workstation, a user must have local administrative rights to add software to that computer.

• Due to the integration between The Raiser’s Edge and Microsoft Outlook, if your workstations are using Outlook, they must exit and log out of Outlook before updating The Raiser’s Edge on their computers. If they fail to exit and log out of Outlook, the update may not install properly.

• Attention Novell users converting to The Raiser’s Edge 7.8, version 7.8 (SQL Server) does not support Novell databases. Before running the update, you must convert to Windows and install the Blackbaud Management Console on only your server.

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• Attention Read-Only Database Assistance users, to insure you have access to the most up-to-date user’s guide, you must unlock Read-Only Database Assistance from The Raiser’s Edge shell.

• After you complete the upgrade, perform backups and maintenance items outlined in the Database Administration Guide.

SQL Server 2005 Requirements• SQL Server 2005 administrators using Windows Only Authentication must

apply the “View Server State” permission to each Microsoft Windows user or user group that accesses The Raiser's Edge 7.8.

• You must install SQL Server 2005 client tools on the machine running the Blackbaud Management Console.

Required NTFS RightsThe Raiser’s Edge 7.8 includes Microsoft

Internet Explorer 6. It installs automatically when you update The Raiser’s Edge.

To use The Raiser’s Edge on a workstation, users need NTFS rights to the following directories, including subdirectories:

The directories listed are system defaults

only. Your directory locations and names may be different if they were changed from the original default settings.

• Click the Advanced button on the NTFS Properties tab and mark the Reset permissions on all child objects and enable propagation of inheritable permissions checkbox. This step propagates the permissions to all files and folders within the parent folder.

• For information regarding how to edit NTFS permissions, reference Knowledgebase Solution BB3124.

• If these rights prove to be insufficient, we recommend using FileMon to determine where additional rights are needed. FileMon is a third-party utility and is a useful tool for troubleshooting permission issues. For more information about FileMon, reference Knowledgebase Solution BB50451.

Updating The Raiser’s EdgeDomain controllers and small business servers

are not supported.

The following procedure explains how to update the network version of The Raiser’s Edge 7.5.

Directory Permissions

Deploy folder on server RX

C:\Program Files\Blackbaud\The Raiser’s Edge FULL


C:\System Temp Folder FULL

C:\WINNT\SYSTEM32 RX


Updating The Raiser’s Edge server


to a new server, see “Updating from The Raiser’s Edge 7.5 or 7.6x on a New Server” on page 25

The Raiser’s Edge 7.8 includes the Microsoft SQL Server Desktop Engine (MSDE). This version of SQL server works for databases smaller than 1.8GB. The installation process confirms your database size before the software installation begins. If your database exceeds this limit, the installation process terminates. You must purchase and install Microsoft SQL Server Standard/Enterprise Edition before continuing with the installation process.


before updating to The Raiser’s Edge 7.8, you must have The Raiser’s Edge 7.5 or higher installed. You cannot update from The Raiser’s Edge 7.0, The Raiser’s Edge 7.01, The Raiser’s Edge 7.02, or The Raiser’s Edge 7.03.

1. Insert the update CD in your CD-ROM drive. A screen appears displaying installation options.ORIf you downloaded the update instead of receiving a CD-ROM, extract the update files to a directory on your server. Once extracted, browse the contents, and double-click the setup.exe file (skip to step 3).

2. Click Install The Raiser’s Edge Network Version. The InstallShield Wizard screen appears.

If the install options screen fails to appear,

you can access the setup.exe on your CD-ROM drive using Explorer.

3. Select Update/Repair The Raiser’s Edge 7.

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4. Click Next. A status bar appears, tracking the update process.

If for some reason the deploy kit fails to

automatically update, a message appears, warning you of the failure. You must then manually update the deploy kit from the management console after you migrate your database. For information about manually updating you deploy kit, see the Database Administration Guide.

The deploy kit used by your workstations to update The Raiser’s Edge updates automatically during the server update.

A confirmation screen appears, telling you when the update is complete.


The program may ask you to install your

Microsoft Office discs to complete the update.

5. You must restart your computer before opening the new Blackbaud Management Console. Click Finish. You may receive a message, warning you the ASA database is still running.

If you use the MSDE installed with The

Raiser’s Edge in a network situation (up to 10 client machines connected to a MSDE database on the server) and you change your default MSDE port setting, the change is lost after you run The Raiser’s Edge update. Before you start working in the updated program, you must return to the SQL Server Network Utility and change the port back to what it was before the update. Only in rare situations would you change the default MSDE port setting.

Click Yes to shut it down. A second message may appear.

Click End Now.



After you restart your computer, you must migrate your ASA database into Microsoft SQL Server Desktop Engine. The following procedure takes you step-by-step through this process.

Also, Blackbaud NetCommunity users, after upgrading your version of The Raiser’s Edge, you must reassign the Raiser’s Edge Web Service file and folder permissions you established before installing Blackbaud NetCommunity. For more information, see the Pre-Installation Tasks section of the Blackbaud NetCommunity Installation and Upgrade Guide.

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Migrating/Attaching an ASA database into SQL Server

The Raiser’s Edge 7.8 includes the Microsoft SQL Server Desktop Engine (MSDE). You must migrate your existing ASA database into MSDE before you can start working with the program.

If you are updating from The Raiser’s

Edge 7.5, and when you installed The Raiser’s Edge 7.5 you selected to Automatically Start the database when the system starts, the ASA database restarts when you restart your computer at the end of the 7.8 update procedure. You must shut the ASA database down before migrating your ASA database into SQL Server. If the ASA database is running on your server when you start to migrate your database, an error message appears, and you cannot continue. To shut down the service, go to Service Manager. For detailed instructions about shutting the ASA database service down, see the first bullet under “Post Update Checklist” on page 86.

1. After you restart your computer, the new Blackbaud Management shortcut appears on your desktop. Double-click the shortcut.

2. One of two Getting Started screens appears:


If you have an existing Microsoft SQL Server

database, you can also attach the database to the Blackbaud Management Console for use with The Raiser’s Edge 7.8. For instruction about attaching a database, see “Attach Database Wizard” on page 16.

Getting Started screen 1: The Getting Started screen displaying three options may appear.

a. The following conditions determine whether you get this Getting Started screen:You must have a valid deploy kit from The Raiser’s Edge 7.5. You must have an existing Raiser’s Edge 7.5 ASA database. It cannot be sample data, and you must be able to log into this database from The Raiser’s Edge 7.5. Logging into the database from The Raiser’s Edge ensures that the registry keys exist and this database can be found during the default update. There cannot be an existing Microsoft SQL Server database named RE7.mdf in any of the Raiser’s Edge 7.5 database locations.For all databases that exist in Raiser’s Edge 7.5, none of them can be more than 1.8GB in size.There must be enough free disk space where the Raiser’s Edge 7.5 or higher database is located in order to convert it. Updating from The Raiser’s Edge 7.5 or higher to The Raiser’s Edge 7.8 requires two times the disk space of your current database.

b. The option you select on this Getting Started screen depends on what you want to accomplish:Select Automatic Database Migration to keep the database settings from your previous installation of The Raiser’s Edge. Click Begin to start the process. The program then migrates your Sybase ASA database for use with Microsoft SQL Server. This is the recommended option for most Raiser’s Edge systems.

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If you want to use a server other than the MSDE installed with The Raiser’s Edge, or you just want to manually migrate the database, click Custom Database Migration, and click Begin. The Database Migration Wizard appears. Go to “Migrate Database Wizard” on page 11 for detailed instructions about this wizard.If you have an existing Raiser’s Edge SQL Server database you want to connect to the management console for use in The Raiser’s Edge 7.8, select Attach a Database. The Attach Database Wizard appears. Go to “Attaching a database” on page 16 for detailed instructions about this wizard.

Even if you are running a full version of SQL

Server 2000 Standard or Enterprise, you must attach databases to The Raiser’s Edge using the Blackbaud Management Console. If you do not use the management console, you cannot access the databases from The Raiser’s Edge.

Getting Started screen 2: The Getting Started screen displaying two options may appear.

You receive this screen if your system does not satisfy each of the conditions included in the previous bulleted list.

a. The option you select on this Getting Started screen depends on what you want to accomplish:To manually migrate your ASA database into MSDE, select Migrate a Database, and click Begin. The Database Migration Wizard appears. Go to “Migrate Database Wizard” on page 11 for detailed instructions about this wizard.If you have an existing Raiser’s Edge SQL Server database you want to connect to the management console for use in The Raiser’s Edge 7.8, select Attach a Database. The Attach Database Wizard appears. Go to “Attaching a database” on page 16 for detailed instructions about this wizard.


Migrate Database WizardUse the Blackbaud Management Console to migrate existing Blackbaud ASA databases to Microsoft SQL Server.

Using the Migrate Database Wizard

After you select Migrate a Database and click Begin on the Getting Started screen, the Migrate Database Wizard opens.

If you had the option and selected

Automatic Database Migration on the Getting Started screen, you will not see the Migrate Database Wizard.

1. From the Welcome to the Migrate Database Wizard screen, click Next.

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Before migrating a database, we

recommend you run a database validation and check your database for problems. For information about running a database validation, see the Database Administration Guide.

The Select Source Database screen appears.

2. In the Select ASA database to migrate field, enter the location of the ASA database you want to migrate. You can use the browse button to locate the database.

3. Click Next.The Select Destination Database screen appears.

4. If you are using the Raiser’s Edge 7 server installed with the program, select Use The Raiser’s Edge 7 database server, and click Next to continue.


If you have a separate instance of Microsoft SQL Server installed that you want to use instead, select Select another SQL Server instance and complete the following sub-procedure.

a. Click Next. The SQL Server Information screen appears.

All registered servers appear in the Select Server box. A registered server is any server on your system controlled by SQL Server Management tools.

b. If the server you want to use does not display in the Select Server box, click Available to access a list of all SQL Servers available on your network.

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All available servers appear, and the button changes to read Registered.

c. In the Select Server frame, select the server to which you want to migrate your database.

If you are using your own instance of SQL

Server and running it in the Windows-only authentication mode, you must add to the SQL Server network users accessing The Raiser’s Edge. You must grant the users public role access to the Raiser’s Edge database.

d. In the Login information frame, select the type of authentication you want to use. Select Use Windows authentication if you have SQL Server Standard/Enterprise Edition configured to work with Windows authentication. This allows you to log into the SQL Server instance using the same Login name and Password you use to log into your network. Select Use SQL Server authentication to establish a Login name and Password in SQL Server Standard/Enterprise Edition using SQL Server authentication.

e. If you select Use SQL Server authentication, you must enter a Login name and Password for the server.

f. After you select a server, click Test to check the server connection. If the connection fails, check the login information and verify that you selected the correct server.

g. Click Next to continue. The Database Information screen appears.

5. In the Path for migrated database field, enter a location for the database. You can use the browse button to map to the location. The folder you browse to must already exist.

6. In the Name for migrated database field, enter a name for the database. The name you enter is used to identify the database in the Blackbaud Management Console.

7. In the Description for migrated database field, enter a description of the database. This description appears on your workstations’ database selection screens, helping your workstation users identify the database.


8. Click Migrate to continue. A processing screen appears while the database is migrated.

9. Once the migration is complete, the final screen of the Migrate Database Wizard displays.

10. Click Finish to complete the Migrate Database Wizard and return to the the Blackbaud Management Console screen.

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The process is complete. The next time your workstation users log into the system and attempt to open The Raiser’s Edge, a message appears, informing them they must update The Raiser’s Edge before continuing. For information about updating your workstations, see “Updating The Raiser’s Edge on Workstations” on page 21.

Attach Database WizardIf you are installing The Raiser’s Edge 7.8

to a new server, see “Updating from The Raiser’s Edge 7.5 or 7.6x on a New Server” on page 25.

If you have an existing Raiser’s Edge 7.6 or higher database in SQL Server format, you can attach the database to your server using the Blackbaud Management Console. For example, if you already updated your database to Raiser’s Edge 7.8 and want to move the database to a different server, this wizard does so in a few simple steps.

Attaching a database

After you select Attach a database on the Getting Started screen, the Attach Database Wizard opens.

Even if you are running a full version of SQL Server 2000 Standard or Enterprise, you must attach databases to The Raiser’s Edge using the Blackbaud Management Console. If you do not use the management console, you cannot access the databases from The Raiser’s Edge.

1. From the Attach Database Wizard screen, click Next.


The Select Server screen appears.

2. If you are using the Raiser’s Edge 7 server installed with the program, select Use local RE7 database server, and click Next to continue.If you have a separate instance of Microsoft SQL Server installed that you want to use instead, select Select another SQL Server instance and complete the following sub-procedure.

a. Click Next. The Server Information screen appears.


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b. If the server you want to use does not display in the Select Server box, click Available to access a list of all SQL Servers available on your network. All available servers appear, and the button changes to read Registered.

c. In the Select Server frame, select the server to which you want to create a new database.






g. Click Next.


The Database Information screen appears.

3. In the Attach field, select the type of Raiser’s Edge 7.61 database you want to attach: an Existing database, or if you have a backup of a 7.61 database that you want to attach, select From backup file.

4. In the Path to existing database field, enter the path to where the database you want to attach is located.

5. In the Name for existing database field, enter a name for the database. 6. In the Description for existing database field, enter a description of the

database to help users identify the data contained in the database. For example, if this is sample data you use for in-house training, you can enter that information here.

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7. If you changed the default location of your existing database, click the To adjust file location(s) link (located above of the Path to existing database field). The Database Information screen appears.

8. Specify the current location of the database by double-clicking the file.9. Click the To return to the previous screen link to return to the Database

Information screen.10. Click Next to continue. The selected database is attached and a

confirmation screen appears.

11. Click Finish.


When you return to the Blackbaud Management Console screen, the database you just attached appears under the product to which you attached it.

12. You can now open The Raiser’s Edge and start working in the newly attached database.

Updating The Raiser’s Edge on Workstations



After you update The Raiser’s Edge 7 on your server, you must update the software on all workstations. To do this, workstations must have access to the software deployment kit. Using this kit, each workstation can install the software.

Updating The Raiser’s Edge on each workstation

Each workstation must complete the following procedure to update to The Raiser’s Edge 7.8.1. Close all applications, virus scanning software, and the Microsoft Office

shortcut toolbar.Due to the integration between The Raiser’s Edge 7 and Microsoft Outlook, if your workstations are using Outlook, they must exit and log out of Outlook before updating The Raiser’s Edge on their computers. If they fail to exit and log out of Outlook, the update does not install properly.

You cannot install The Raiser’s Edge 7 to

workstations manually, using the software CDs. You must use the deployment kit.

2. Disable any screen savers.3. Open The Raiser’s Edge by double-clicking the shortcut on your desktop.

A message appears, telling you the server configuration has changed and warning you the workstation settings will be updated.

4. Click OK. A second message appears, warning you that a software update is available and will be installed.

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5. Click OK. The Installation Maintenance screen appears.

6. Select Update/Repair The Raiser’s Edge 7.7. Click Next. The update process begins.


When the update is complete, you may have to restart the workstation.

8. Click Finish to restart the system.

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Updating from The Raiser’s Edge 7.5 or 7.6x on a New Server

Contents

Working with Sample Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26Steps to Updating The Raiser’s Edge on a Server . . . . . . . . . . . . . . . . . . . . .26Requirements for Installing The Raiser’s Edge 7.8 Update . . . . . . . . . . . . .27SQL Server 2005 Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28Required NTSF Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28Copying ASA Database Files to New Server . . . . . . . . . . . . . . . . . . . . . . . . . .28Installing The Raiser’s Edge 7.8 on a New Server . . . . . . . . . . . . . . . . . . . . .29Migrating an ASA Database on a New Server . . . . . . . . . . . . . . . . . . . . . . . .35Updating Workstations from a New Server . . . . . . . . . . . . . . . . . . . . . . . . . .41

Procedures

Copying ASA database files to a new server . . . . . . . . . . . . . . . . . . . . . . . . . . . .29Installing The Raiser’s Edge 7.8 on a new server . . . . . . . . . . . . . . . . . . . . . . . .29Migrating an ASA database on a new server . . . . . . . . . . . . . . . . . . . . . . . . . . . .35Updating Workstations from a new server . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

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If you are a Sybase ASA database user and you bought a new server before updating to Microsoft SQL version of The Raiser’s Edge 7.8, you need to follow the instructions included in this chapter. Before you install the update software, you must copy your ASA database files to the new server. You do not, however, need a previous version of The Raiser’s Edge installed. This chapter includes detailed instructions about installing The Raiser’s Edge 7.8 update on your new server.


Attention Novell users converting to The

Raiser’s Edge 7.8 (SQL Server) does not support Novell databases. Before running the update, you must convert to Windows and install the Blackbaud Management Console on only your server.

In The Raiser’s Edge 7.8, sample data is shared across all workstations. Changes are seen by all users.Also, be aware, when you update The Raiser’s Edge 7.8 on the workstations, you can no longer access the sample data that previously existed on that workstation.

Steps to Updating The Raiser’s Edge on a ServerA network installation configures the software for multiple users working on multiple workstations. If your organisation uses a network system, you should follow these installation instructions.• Read “Requirements for Installing The Raiser’s Edge 7.8 Update” on page 27.• Copy your ASA database files onto your new server. For detailed instructions,

see “Copying ASA Database Files to New Server” on page 28.• Install the program update, using the installation CD. For detailed instructions,

see “Installing The Raiser’s Edge 7.8 on a New Server” on page 29.• Migrate your ASA database. For detailed instructions, see “Migrating an ASA

Database on a New Server” on page 35.• Update The Raiser’s Edge on your workstations. For detailed instructions, see

“Updating Workstations from a New Server” on page 41.• We are constantly updating and improving our software. Therefore, after

you run the update, it is important that you visit the Blackbaud Web page and download and install any available patches. Instructions are included on the Web page.

• Because you are updating from The Raiser’s Edge 7.5, the database migration process leaves your existing ASA database intact. After the migration is complete and you confirm your system is up and running correctly on SQL Server, you may want to delete the old ASA database files from the server (re_bio.db, re_gift.db, re_index.db, re_temp.db, re7.db, and re7.log), freeing up space on your hard drive. We strongly recommend you back up these files before deleting them.


UP D A T I N G F R O M TH E RA I S ER ’S ED G E 7.5 O R 7.6X O N A 27

Requirements for Installing The Raiser’s Edge 7.8 Update


SQL Server Desktop Engine (MSDE) with Microsoft NT 4.0 Server. MSDE is only supported with Windows 2000 or Windows Server 2003. If you are running SQL Server Standard/Enterprise version, you can continue to use NT Server 4.0; however, this operating system will no longer be supported by Blackbaud after March 31, 2004.

• You should make a complete backup of your Raiser’s Edge database before you update. Blackbaud strongly recommends you use a proper tape backup system. However, if you do not have such a system in place and you still have access to your previous version of The Raiser’s Edge 7.x, you can run a backup using the existing Blackbaud Management Console. For detailed instructions, see “Backing Up a Network Database” on page 105.

• Shut down your database server.• You need a CD-ROM drive or Web site download at the server. The update

process copies all update files from the CD and integrates settings configured when the Blackbaud Management Console was originally set up to facilitate a deploy package. The deploy package is used to update workstations when users with Local Administrative rights and rights to the deploy package log into their workstation.





If your organisation regularly has more than

10 users logged into The Raiser’s Edge at one time, you may experience performance problems using MSDE. You may want to purchase Microsoft SQL Server Standard/Enterprise Edition.


• Due to the integration between The Raiser’s Edge 7 and Microsoft Outlook, if your workstations are using Outlook, they must exit and log out of Outlook before updating The Raiser’s Edge on their computers. If they fail to exit and log out of Outlook, the update may not install properly.


• After you complete the upgrade, perform backups and maintenance items outlined in the Database Administration Guide.

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Required NTFS RightsTo use The Raiser’s Edge on a workstation, users need NTFS rights to the following directories, including subdirectories:



• If running Windows 2000, when adding these NTFS folder permissions, click the Advanced button on the NTFS Properties tab and mark the Reset permissions on all child objects and enable propagation of inheritable permissions checkbox. This step will propagate the permissions to all files and folders within the parent folder.



Copying ASA Database Files to New ServerAlthough you do not need to have The Raiser’s Edge 7.5 installed on the new server before updating, you do have to copy the ASA database files from the old server to the new server.








Copying ASA database files to a new server

When copying the ASA database files

from the existing ASA server to the new server the copied files MUST be in the same directory structure and path. For example, if the files came from \apps\fundraising\re7 on server A then you need to have \apps\fundraising\re7 as the ASA source on Server B.

1. Using Microsoft Explorer, locate your ASA database files. The database files consist of five *.db files and one *.log file: re_bio.db, re_gift.db, re_index.db, re_temp.db, re7.db, and re7.log.

You must copy all six files. Also, the ASA database engine must be shut down before you move the data.

2. Take the copy of your database files and add them to your new server. You can use the Edit, Copy and Edit, Paste menu options in Explore to add the database files to the new server.

3. Once you have the ASA database files copied to the new server, you are ready to install The Raiser’s Edge 7.8.

Installing The Raiser’s Edge 7.8 on a New Server

Domain controllers are not supported.

Because this is a new server, the following procedure assumes no previous version of The Raiser’s Edge is installed on the server. You must, however, have copied your ASA database files to the server (see “Copying ASA database files to a new server” on page 29).

Installing The Raiser’s Edge 7.8 on a new server

1. Before beginning the update, make sure your server is running. However, we do recommend that you close the BMC.

2. Place the Raiser’s Edge CD into the CD-ROM drive of the computer you intend to use as your server. A menu screen appears.OR

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If you downloaded the update instead of receiving a CD-ROM, extract the update files to a directory on your server. Once extracted, browse the contents, and double-click the setup.exe file (skip to step 4).

3. Select Install The Raiser’s Edge Network Version. A welcome screen appears.

4. Click Next. The License Agreement screen appears.

5. Read the license agreement, and if you accept the terms, click Yes. If you click No, you cannot continue with the installation.


6. If you click Yes, the Choose Destination Location screen appears.

7. On this screen, you can choose where on your system you want to install the program. We recommend you accept the default destination folder. If you want to change the default location, click Browse to access the Choose Folder screen. Browse to the directory on which you want to install the program, and click OK to return to the Choose Destination Location screen.

8. Click Next. The Select Program Folder screen appears.

9. From the Existing Folders box, select an existing folder, or enter a new folder name in the Program Folders field.

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10. Click Next. The Deployment Folder screen appears.

Your workstations use the deployment kit created during installation to install The Raiser’s Edge. You must share the deployment kit on your server where all workstations have access.

11. Click Next. The Client Installation Folder screen appears.

12. If you want to allow your workstation users to select where on their machine the program installs, select Allow users to select the installation folder.


If you want the program files installed in the same location on all your workstations, select Create default location for all client installations. In the Default client installation folder field, enter the location where you want the program installed. You can click the Browse button to map to the location.

13. Click Next. If the Regional Options for your computer are set to any country other then the settings listed below, the Select SQL Server Collation screen appears: • ENGLISH_UNITED_STATES• ENGLISH_BRITAIN • ENGLISH_CANADA • ENGLISH_NEW_ZEALAND • ENGLISH_AUSTRALIA • ENGLISH_IRELAND • ENGLISH_SOUTH_AFRICA • ENGLISH_CARRIBEAN • ENGLISH_JAMAICAN

14. Check the SQL server collation sequence required for your regional setting. For the regions listed above, Latin1_General_CI_AI is the default.

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15. Click Next. The installation begins. A screen appears, displaying the setup status.

When the installation status reaches 100 percent, the InstallShield Wizard Complete screen appears.

The first time you install The Raiser’s Edge, you may be prompted to restart your computer.

16. Remove all disks, and click Finish to restart your computer. When you log back into your system, you will notice the Raiser’s Edge and Blackbaud Management Console shortcuts on your desktop.


After the restart, you can open The Raiser’s

Edge using the sample database included with the program.

If you updated from The Raiser’s Edge 7.5, after you restart your machine, you must migrate your ASA database.


Migrating an ASA Database on a New ServerIf you updated from The Raiser’s Edge 7.5, you must use the Blackbaud Management Console to migrate your existing Blackbaud ASA databases to Microsoft SQL Server.

Migrating an ASA database on a new server

1. After you restart your computer, the new Blackbaud Management shortcut appears on your desktop. Double-click the Blackbaud Management Console shortcut.

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The Getting Started Screen appears.

2. Select Migrate a Database, and click Begin. The Welcome to the Migrate Database Wizard screen appears.








6. If you are using the Raiser’s Edge 7 server installed with the program, select Use The Raiser’s Edge 7 database server, and click Next to continue.

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If you have a separate instance of Microsoft SQL Server installed that you want to use instead, select Select another SQL Server instance and complete the following sub-procedure.












g. Click Next to continue. The Database Information screen appears.




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Updating Workstations from a New Server

You cannot install The Raiser’s Edge to

workstations manually, using the software CDs. You must use the deployment kit.

After you install The Raiser’s Edge 7.8 on your server and migrate your ASA database, you must install the software on all workstations. To do this, workstations must have access to the software deployment kit created during installation. Using this kit, each workstation can install the software. The following procedure must be completed on every workstation.

Updating Workstations from a new server



1. Close all applications, virus scanning software, and the Microsoft Office shortcut toolbar.Due to the integration between The Raiser’s Edge 7 and Microsoft Outlook, if your workstations are using Outlook, they must exit and log out of Outlook before updating The Raiser’s Edge on their computers. If they fail to exit and log out of Outlook, the update does not install properly.

2. Disable any screen savers.3. From your Windows Start menu, select Run.

4. Click Browse. The Browse screen appears.

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5. Locate the shared directory in which you created the deploy kit, and select the “Setup.exe” file.

6. Click Open. You return to the Run screen.

7. Click OK. A screen asking for the destination location appears.

8. If you selected a default installation directory when you established the deployment kit, the location defaults. If not, the workstation user can enter a location in the Destination Folder frame by clicking the Browse button or accepting the program default.


9. Click Next. The Select Program Folder screen appears.

10. From the Existing Folders box, select an existing folder or enter a new folder name in the Program Folders field.

11. Click Next. The installation begins. A progress screen appears, displaying the setup status.

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In some cases, the program may ask you

to restart your computer after the installation is complete.

When the install completes, a finish screen appears.



12. Click Finish.

Updating from The Raiser’s Edge 7.6 or Higher

Contents

Updating from The Raiser’s Edge 7.6 or Higher on a Standalone Machine 46Requirements for Installing The Raiser’s Edge 7.8 Update . . . . . . . . . . . . . . . .46Required NTFS Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46Running the Standalone Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47Updating from The Raiser’s Edge 7.6 or Higher on a Server . . . . . . . . . . . .50Requirements for Installing The Raiser’s Edge 7.8 Update . . . . . . . . . . . . . . . .50Running the Server Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52

Procedures

Updating The Raiser’s Edge 7.8 on a standalone computer . . . . . . . . . . . . . . . .47Updating The Raiser’s Edge 7.8 on a server . . . . . . . . . . . . . . . . . . . . . . . . . . . .52

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Attention Read-Only Database Assistance

users, to insure you have access to the most up-to-date user’s guide, you must unlock Read-Only Database Assistance from The Raiser’s Edge shell.

This chapter includes detailed instructions about updating your server or standalone computer system from The Raiser’s Edge 7.6, 7.61, or 7.7 to The Raiser’s Edge 7.8.

Updating from The Raiser’s Edge 7.6 or Higher on a Standalone MachineA standalone machine, or single workstation, is set up for one user and data is accessed from only one workstation. If your organisation plans to use a standalone system, you should follow these update instructions.


The Raiser’s Edge 7.8 includes Microsoft


• You should make a complete backup of your Raiser’s Edge database before you update. Blackbaud strongly recommends you use a proper tape backup system. However, if you do not have such a system in place, you can run backup using the existing Blackbaud Management Console. The Raiser’s Edge database consists of six files: RE7.mdf, RE7_bio.mdf, RE7_gift.mdf, RE7_index.mdf, RE7_log.ldf, and RE7_temp.mdf. When running a backup, make sure all six are included. For detailed instructions, see “Backing Up a Network Database” on page 105.

• Exit all Windows applications.• Shut down the database engine.• Close any virus scan programs. These programs can sometimes mistakenly

interpret the setup/update process of a new program as a contamination of existing files on the disk.

• Close the Microsoft Office toolbar, if present. It may interfere with the installation of some files.







UP D A T I N G F R O M TH E RA I SE R ’S ED G E 7.6 O R HI G H ER 47


only. Your directory locations and names may be different if they were changed from the original default settings during the update/installation.




Running the Standalone Update If the install options screen fails to appear,


The following procedure explains how to update to the standalone version of The Raiser’s Edge 7.8 from The Raiser’s Edge 7.6, 7.61, or 7.7.

Updating The Raiser’s Edge 7.8 on a standalone computer




2. Click Install The Raiser’s Edge Standalone Version. The InstallShield Wizard installs. A progress bar appears, tracking the installation process.



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The InstallShield Wizard screen appears.

3. Select Update/Repair The Raiser’s Edge 7.4. Click Next. The Setup Status screen appears, tracking the installation

progress.




If you do not have Adobe Acrobat Reader installed, a screen appears, offering to install it. You must have Acrobat Reader 5.0 or higher installed to access the Raiser’s Edge user guides.

If you click Yes, Acrobat Reader 5.0 is installed. A confirmation screen appears when the update is complete.

We are constantly updating and

improving our software. Therefore, after you run the update, it is important that you visit the Blackbaud Web page and download and install any available patches. Instructions are included on the Web page.

If you click No, Acrobat Reader 5.0 is not installed and a confirmation screen appears, telling you the Raiser’s Edge update is complete.

You may have to restart your computer before opening the updated program.

5. Click Finish. The next time you open The Raiser’s Edge, a screen appears, telling you your database must be updated.



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6. Click Yes. A screen appears tracking the update progress.

When the process completes, The Raiser’s Edge 7.8 opens.

Updating from The Raiser’s Edge 7.6 or Higher on a ServerThis section includes detailed instructions about updating your server from The Raiser’s Edge 7.6 or higher to The Raiser’s Edge 7.8.



A network installation configures the software for multiple users working on multiple workstations. If your organisation uses a network system, you should follow these installation instructions.



SQL Server Desktop Engine (MSDE) with Microsoft NT 4.0 Server. MSDE is only supported with Windows 2000 or Windows Server 2003.

• You should make a complete backup of your Raiser’s Edge database before you update. Blackbaud strongly recommends you use a proper tape backup system. However, if you do not have such a system in place, you can run backup using the existing Blackbaud Management Console. For detailed instructions, see “Backing Up a Network Database” on page 105.

• Make sure clients of The Raiser’s Edge are logged out of the system.• Shut down your database server.• You need a CD-ROM drive or Web site download at the server. The update

process copies all update files from the CD and integrates settings configured when the Blackbaud Management Console was originally set up to facilitate a deploy package. The deploy package is used to update workstations when users with Local Administrative rights and rights to the deploy package log into their workstation.




Domain controllers and small business servers

are not supported.


• Close any virus scan programs on the server and on the workstations. These programs can sometimes mistakenly interpret the setup/update process of a new program as a contamination of existing files on the disk.

• Close the Microsoft Office toolbar, if present. It may interfere with the installation of some files.




• Due to the integration between The Raiser’s Edge 7 and Microsoft Outlook, if your workstations are using Outlook, they must exit and log out of Outlook before updating The Raiser’s Edge on their computers. If they fail to exit and logout of Outlook, the update may not install properly.











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Running the Server UpdateDomain controllers are not supported.

The following procedure explains how to update to the network version of The Raiser’s Edge from The Raiser’s Edge 7.6, 7.61, or 7.7.

Updating The Raiser’s Edge 7.8 on a server




2. Click Install The Raiser’s Edge Network Version. If the install options screen fails to appear,








If for some reason the deploy kit fails to

automatically update, a message appears, warning you of the failure. You must then manually update the deploy kit from the management console after you migrate your database. For information about manually updating your deploy kit, see the Database Administration Guide.




5. Click Finish.

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The next time you open The Raiser’s Edge, a screen appears, telling you your database server configuration will be updated.

6. Click OK, and the server configuration is updated.After you log into the program, a message appears, telling you the database must be updated.



7. Click Yes. A screen appears tracking the update progress.

When the process completes, The Raiser’s Edge 7.8 opens.



8. The first time your workstations log in after the update, a message appears, warning them of the new software. A wizard then takes them through the update process.

9. If the workstation fails to automatically update, follow the procedure for “Updating Workstations from a New Server” on page 41.

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Updating to The Raiser’s Edge 7.8 for Oracle

Contents

Installing The Raiser’s Edge 7.8 Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58Important Notes Before Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58Update Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58

Deployment Package Automatically Updated . . . . . . . . . . . . . . . . . . . . . . . .59

Procedures

Updating The Raiser’s Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59Updating your deployment package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

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This chapter includes detailed instructions about updating your Raiser’s Edge software if you use an Oracle database.

Installing The Raiser’s Edge 7.8 Update



Before installing this update, please read the “Important Notes Before Installing” on page 58, as well as the rest of this guide to learn about the enhancements and changes made in version 7.8. After you read through this entire guide, use the update procedures in this chapter, to update your Raiser’s Edge 7 program.

Important Notes Before Installing• You can skip builds when updating. You do not have to update builds

consecutively.• You should have a complete backup of your Raiser’s Edge database.• Make sure clients of The Raiser’s Edge are logged out of the system.• You need a CD-ROM drive or a Web site download at the server. The update

process copies all update files from the CD and integrates settings configured when the Blackbaud Management Console was originally set up to facilitate a deploy package. The deploy package automatically updates workstations when users with Local Administrative rights and rights to the deploy package log into their workstation.

• Exit all Windows applications on the server and the workstations where The Raiser’s Edge will be updated.


• For the deployment package to update The Raiser’s Edge on a workstation, a user must have administrative rights to add software to that computer.

• After you complete the upgrade, perform backups and maintenance items outlined in the Oracle Installation and Administrator’s Guide.

Update ProcedureIf you currently map Raiser’s Edge users to

database users, after you run the update, you must remap your Raiser’s Edge users to the database users.

Use the following procedure to update The Raiser’s Edge. For more detailed information about screens or functions encountered during the update, see the Oracle Installation & Administrator’s Guide. You can access this guide by clicking Help, User Guides on the toolbar.After you run this update process, a message announcing the update appears on all workstations when your users log in. They then must install the update before they can continue working on their machine.

UP D A T I N G T O TH E RA I S E R ’S ED G E 7.8 F O R OR A C L E 59

Deployment Package Automatically UpdatedYou must have administrative rights to

work in the Blackbaud Management Console.

With the Blackbaud 7.x generation of software, you receive regular program updates. When you update the Blackbaud Management Console on your server, the deployment package accessed by your workstations automatically updates as well. You do not need to open the management console and update the deployment package separately.

Updating The Raiser’s Edge




2. Click Install The Raiser’s Edge Network Version. If the install options screen fails to appear,




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If you want to move the deployment

package to a different location on your server, you must contact Blackbaud’s Customer Support.


If you currently map Raiser’s Edge users to

database users, after you run the update, you must remap your Raiser’s Edge users to the database users.

A screen appears telling you when setup is complete.


Microsoft Office discs to compete the update.

5. Click Finish. The Blackbaud Management Console and the deployment packaged accessed by your workstations are updated.

6. We are constantly updating and improving our software. Therefore, after you run the update, it is important that you visit the Blackbaud Web page and download and install any available patches. Instructions are included on the Web page.




Updating your deployment package

Your deployment package automatically updates when you run the software update on your server. However, if for some reason you need to update just the deployment package, you can, using the Blackbaud Management Console.1. Click the Blackbaud Management Console shortcut on your desktop. The

Blackbaud Management Console Welcome screen appears.

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2. Click the Update software link. A screen displaying all Blackbaud software available for an update appears.

3. Select the link to the software you want to update. A screen welcoming you to the Deployment Wizard appears.

4. Click Next.


A screen displaying all databases detected by the program appears.

5. Click Next. If you want The Raiser’s Edge installed

in the same directory in all workstations, we recommend entering an install directory on the Workstation Settings screen. Otherwise, the program prompts the users to enter the install directory for their workstations.

A screen asking for your workstation settings appears. You can enter an Install Directory for The Raiser’s Edge. This is where the program files are installed on your workstations. If you leave this field blank, the workstation users must enter the install directory when they install the program.

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6. Click Next. You cannot change or enter a deployment

path once the installation is complete.

A screen asking for the program CD and output path appears.

Select Click here to browse to the RE7 installation CD to access the Browse for Folder.

Map to the location of The Raiser’s Edge CD.


7. You must also enter an Output Directory (where you want to place the software on the network for your workstations). Make sure all workstation users have full rights to this directory. We recommend you select “RE7\deploy” as your Output Directory.

8. Click Next. A screen summarising all the data you entered in the Deployment Wizard appears.

9. Click Finished. A progress screen appears.

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A message appears telling you a shortcut to The Raiser’s Edge 7 has been created.

10. Click OK. The final screen appears, confirming the installation.

You must maintain an up-to-date backup of

your database. See the Oracle user documentation for information about establishing a reliable back-up system.

11. Click OK.12. The first time your workstations log into The Raiser’s Edge after the

update, a message appears, telling them the software has been updated. A wizard then takes them through the update process.

If the workstation fails to automatically update, follow the procedure for “Updating Workstations from a New Server” on page 41.

Updating from The Raiser’s Edge 7.5 on a Standalone System

Contents

Working with Sample Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68Steps to Updating The Raiser’s Edge on a Standalone Machine . . . . . . . . .68Requirements for Installing The Raiser’s Edge 7.8 Update . . . . . . . . . . . . .68Required NTFS Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69Updating The Raiser’s Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69Migrating an ASA Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72

Procedures

Updating The Raiser’s Edge on a standalone computer . . . . . . . . . . . . . . . . . . .70Migrating you database from The Raiser’s Edge 7.5 to The Raiser’s Edge 7.8 .72

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SQL Server Desktop Engine (MSDE). This version of SQL Server works for databases smaller than 1.8GB. If your database exceeds this limit, you must purchase Microsoft SQL Server Standard/Enterprise Edition.

This chapter includes detailed instructions about updating your computer to The Raiser’s Edge 7.8 from The Raiser’s Edge 7.5. If you are updating from The Raiser’s Edge 7.6 or higher, see “Updating from The Raiser’s Edge 7.6 or Higher” on page 45.


Steps to Updating The Raiser’s Edge on a Standalone MachineA standalone machine, or single workstation, is set up for one user and data is accessed from only one workstation. If your organisation plans to use a standalone system, you should follow these update instructions.• Install the program update, using the update CD. For detailed instructions, see

“Updating The Raiser’s Edge” on page 69.• Migrate your ASA database into SQL Server. For detailed instructions, see

“Migrating an ASA Database” on page 72.




• You do NOT have to uninstall pervious versions of The Raiser’s Edge before installing version 7.8.

• You must have The Raiser’s Edge 7.5 installed before you run this update. Updating from The Raiser’s Edge 7.5 to The Raiser’s Edge 7.8 requires two times the disk space of your current database.

• Any install computer running Microsoft Windows 2000 must have Service Pack 3 or higher installed; computers running Microsoft XP must have Service Pack 1 or higher installed. If you have not installed the required service pack, you can download the latest version from Microsoft’s Web site: http://www.microsoft.com/windows/downloads/default.mspx.

• You should have a complete backup of your Raiser’s Edge database. The Raiser’s Edge database consists of five files: re_bio.db, re_gift.db, re_index.db, re_temp.db, and re7.db. When running a backup, make sure all five are included.To create a backup from a standalone computer, exit all modules, browse to your Blackbaud program folder and copy the database files to a directory that is regularly backed up. We recommend you use a proper tape backup system.

UP D A T I N G FR O M TH E RA I S E R ’S ED G E 7.5 O N A 69


before updating to The Raiser’s Edge 7.8, you must have The Raiser’s Edge 7.5 installed. You cannot update from The Raiser’s Edge 7.0, The Raiser’s Edge 7.01, The Raiser’s Edge 7.02, or The Raiser’s Edge 7.03.

• Exit all Windows applications.• Shut down database engine.• Close any virus scan programs. These programs can sometimes mistakenly



• Attention Novell users converting to The Raiser’s Edge 7.8, version 7.8 (SQL Server) does not support Novell databases. Before running the update, you must convert to Windows and install the Blackbaud Management Console on only your server.








Updating The Raiser’s EdgeThe following procedure explains how to update the standalone version of The Raiser’s Edge.







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Updating The Raiser’s Edge on a standalone computer

The Raiser’s Edge 7.8 includes the Microsoft SQL Server Desktop Engine (MSDE). This version of SQL Server works for databases smaller than 1.8GB. The installation process confirms your database size before the software installation begins. If your database exceeds this limit, the installation process terminates. You must purchase and install Microsoft SQL Server Standard/Enterprise Edition before continuing with the installation process.




2. Click Install The Raiser’s Edge Standalone Version. The InstallShield Wizard installs. A progress bar appears, tracking the installation process.


SQL Server Desktop Engine (MSDE). This version of SQL Server works for databases smaller than 1.8GB. If your database exceeds this limit, you must purchase Microsoft SQL Server Standard/Enterprise Edition.




We are constantly updating and

improving our software. Therefore, after you run the update, it is important that you visit the Blackbaud Web page and download and install any available patches. Instructions are included on the Web page.

4. Click Next. The Setup Status screen appears, tracking the installation progress.




5. You must restart your computer before opening the updated program. Click Finish.



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After you restart your computer, you must migrate your ASA database to work with Microsoft SQL Server Desktop Engine. You can do this using the Blackbaud Management Console now available on your desktop. For information about working with the Blackbaud Management Console, see the Database Administration Guide. The following section shows you how to migrate your ASA database for use in The Raiser’s Edge 7.8.

Migrating an ASA DatabaseMigrating your database from The Raiser’s Edge 7.5 to The Raiser’s Edge 7.8

If you are updating from The Raiser’s

Edge 7.5, and when you installed The Raiser’s Edge 7.5 you selected to Automatically Start the database when the system starts, the ASA database restarts when you restart your computer at the end of the 7.8 update procedure. You must shut the ASA database down before migrating your ASA database into SQL Server. If the ASA database is running on your server when you start to migrate your database, an error message appears, and you cannot continue. To shut down the service go to Service Manager.

1. After you restart your computer, the new Blackbaud Management Console shortcut appears on your desktop. However, if you also use Blackbaud’s accounting software, The Financial Edge, or education software, The Education Edge, you do not see a new management console short cut; the same management console is used for all programs. Double-click the shortcut.

The Getting Started screen appears.


If you have an existing Raiser’s Edge SQL

Server database that you want to connect to the management console for use in The Raiser’s Edge 7.8, on the Getting Started screen, select Attach a Database. The Attach Database Wizard appears. Go to “Attaching a database” on page 78 for detailed instructions about this wizard.

2. To migrate your ASA database into MSDE, select Migrate a Database, and click Begin.






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6. If you are using the Raiser’s Edge 7 server installed with the program, select Use The Raiser’s Edge 7 database server, and click Next to continue.If you have a separate instance of Microsoft SQL Server installed that you want to use instead, select Select another SQL Server instance and complete the following sub-procedure.












g. Click Next to continue.

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Attach Database WizardIf you have an existing Raiser’s Edge 7.6 or higher database in SQL Server format, you can attach the database to your computer using the Blackbaud Management Console. For example, if you already updated your database to Raiser’s Edge 7.8 and want to move the database to a different server, this wizard does so in a few simple steps.

Attaching a database

After you select Attach a database on the Getting Started screen, the Attach Database Wizard opens.

Even if you are running a full version of SQL

Server 2000 Standard or Enterprise, you must attach databases to The Raiser’s Edge using the Blackbaud Management Console. If you do not use the management console, you cannot access the databases from The Raiser’s Edge.

1. From the Attach Database Wizard screen, click Next.


The Select Server screen appears.

2. If you are using the Raiser’s Edge 7 server installed with the program, select Use local RE7 database server, and click Next to continue.If you have a separate instance of Microsoft SQL Server installed that you want to use instead, select Select another SQL Server instance and complete the following sub-procedure.

a. Click Next. The Server Information screen appears.


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b. If the server you want to use does not display in the Select Server box, click Available to access a list of all SQL Servers available on your network. All available servers appear, and the button changes to read Registered.

c. In the Select Server frame, select the server to which you want to create a new database.






g. Click Next.



3. In the Attach field, select the type of Raiser’s Edge 7.61 database you want to attach: an Existing database, or if you have a backup of a 7.61 database that you want to attach, select From backup file.

4. In the Path to existing database field, enter the path to where the database you want to attach is located.

5. In the Name for existing database field, enter a name for the database. 6. In the Description for existing database field, enter a description of the

database to help users identify the data contained in the database. For example, if this is sample data you use for in-house training, you can enter that information here.

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7. If you changed the default location of your existing database, click the To adjust file location(s) link (located above of the Path to existing database field). The Database Information screen appears.

8. Specify the current location of the database by double-clicking the file.9. Click the To return to the previous screen link to return to the Database

Information screen.10. Click Next to continue. The selected database is attached and a

confirmation screen appears.

11. Click Finish.


When you return to the Blackbaud Management Console screen, the database you just attached appears under the product to which you attached it.

12. You can now open The Raiser’s Edge and start working in the newly attached database.

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Post Installation & Troubleshooting

Contents

Unlocking The Raiser’s Edge Enterprise . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86Post Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86Issues Updating Your Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88Database Too Big . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89Setup Unable to Verify Size of Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89ASA Database Cannot Be Accessed for Migration . . . . . . . . . . . . . . . . . . . . . . .90Database File is in Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90Invalid Database Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90Migration Freezes When Running Dual Processor . . . . . . . . . . . . . . . . . . . .91Uninstallation Has Not Completed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91Read-Only Database Assistance Guide Not Current . . . . . . . . . . . . . . . . . . .92

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Unlocking The Raiser’s Edge EnterpriseIf you are updating to The Raiser’s Edge Enterprise you must unlock the enterprise features after you run the software update. When you purchase The Raiser’s Edge Enterprise from Blackbaud, you are given a code. You must enter this code to “unlock” or activate the features.

Unlocking The Raiser’s Edge Enterprise features

1. From the shell menu bar in The Raiser’s Edge, select Tools, Unlock Add-on Modules. The Unlock Optional Modules screen appears.

2. In the Please enter your activation key here field, enter the code you were given when you purchased The Raiser’s Edge Enterprise.

3. Click OK. If you enter the code incorrectly, a message appears.

Click OK and enter the activation key again. After you enter the key correctly, a confirmation message appears.

4. To clear the message, click OK. Before you can use The Raiser’s Edge Enterprise features, you must log off and log back into The Raiser’s Edge.

Post Update ChecklistAfter you update your server with The Raiser’s Edge 7.8, consider the following suggestions.

PO ST IN S TA LL A T IO N & TR O U B LE S H O O T I N G 87

If you are updating from The Raiser’s Edge 7.5, and when you installed The Raiser’s Edge 7.5 you selected to Automatically Start the database when the system starts, the ASA database starts when you restart your computer at the end of the 7.8 update procedure. You must shut the ASA database down before migrating your ASA database into SQL Server. If the ASA database is running on your server when you start to migrate your database, an error message appears, and you cannot continue.

To shut down the service go to the service manager.

Select “Blackbaud Database Service7”, right-click, and select Properties.

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The Blackbaud Database Service7 Properties screen appears.

Click Stop and confirm the Service status field displays “Stopped”.You may also want to disable the service to keep it from restarting again. The service is not needed for The Raiser’s Edge 7.8. To permanently disable the service, in the Startup type field, select “Disabled”. Click OK to close the screen and save your changes.If you are updating from The Raiser’s Edge 7.5, the database migration process leaves your existing ASA database intact. After the migration is complete and you confirm your system is up and running correctly on SQL Server, you may want to delete the old ASA database files from the server (re_bio.db, re_gift.db, re_index.db, re_temp.db, re7.db, and re7.log), freeing up space on your hard drive. We strongly recommend you back up these files before deleting them.

Issues Updating Your ServerWhen you install The Raiser’ Edge 7.8 on an existing Raiser’ Edge 7.5 server machine, the setup program connects to the server and checks the size of each Raiser’s Edge database in your server. This check may result in any of the following situations.


Database Too BigIf any of your databases exceed 1.8 GB, you cannot proceed with the installation unless you have Microsoft SQL Server Standard/Enterprise edition. The setup program displays the following screen.

If you have SQL Server Standard/Enterprise edition, enter the name of your database. If you have not purchased SQL Server Standard/Enterprise edition, you must purchase the software before you can use The Raiser’ Edge 7.8. If you cancel from the above screen, you can continue to use The Raiser’ Edge 7.5 until you purchase and install SQL Server Standard/Enterprise edition.

Setup Unable to Verify Size of DatabaseIf you have a disabled database in The Raiser’ Edge 7.5 Blackbaud Management Console or the setup program cannot find your The Raiser’ Edge 7.5 databases to determine the size, the following message displays.

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ASA Database Cannot Be Accessed for MigrationIf you start the migration process by selecting Automatic Database Migration from the Getting Started screen, you may receive the following message.

You must exit the Blackbaud Management Console and shut down The Raiser’s Edge 7.5 ASA database, which is still running on your server. This happens if, when you installed The Raiser’s Edge 7.5, you selected to Automatically Start the database when the system starts. To shut down the service go to the Service Manager and stop the service. For detailed instructions about stopping your ASA database service, see the first bullet under “Post Update Checklist” on page 86.

Database File is in UseIf you start the migration process of your Raiser’s Edge 7.5 database by selecting Custom Database Migration (Advanced), you may receive the following message.

You must exit the Blackbaud Management Console and shut down The Raiser’s Edge 7.5 ASA database, which is still running on your server. This happens if, when you installed The Raiser’s Edge 7.5, you selected to Automatically Start the database when the system starts. To shut down the service go to service manager and stop the service. For detailed instructions about stopping your ASA database service, see the first bullet under “Post Update Checklist” on page 86.

Invalid Database VersionThe message below displays when you attempt to access a database that has not been migrated.


Migration Freezes When Running Dual ProcessorIf you run your ASA database migration on dual processor Athlon machines, the migration process may freeze. The resolution is to disable one of the processors during the migration and then enable it again after the migration is complete.If you want to use only one processor of a multi-processor machine, use the numproc boot.ini switch.

a. Start a command session (Start, Run, cmd.exe). b. Go to the root of the C drive. c. Use the following command to modify the boot.ini file so it is not

a system file, not hidden, and not read-only: C:\> attrib boot.ini -r -s -h.

d. Open the file in Notepad: C:\> notepad boot.ini.e. Locate the entry that starts the operating system and add

/numproc=1 to the end. For example, the entry may look something like this: multi(0)disk(0)rdisk(0)partition(1)\WINNT=”Microsoft Windows 2000 Professional” /fastdetect /numproc=1.

f. Save the change, and exit Notepad. g. Use the following command to reset the boot.ini attributes: C:\>

attrib boot.ini +r +s +h.

h. restart the computer. The operating system detects and uses the first processor.

Uninstallation Has Not CompletedIf you receive the following message after installing Adobe Acrobat, click Yes to continue.

The installation completes, and both The Raiser’s Edge and Adobe Acrobat install correctly.

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Read-Only Database Access Guide Not CurrentTo insure you have access to the most up-to-date user’s guide, you must unlock Read-Only Database Access from The Raiser’s Edge shell.

New Features

Contents

Address Validation and Mailsort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .94Gift Aid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .94Constituent Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96Gift Record - Tax Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99Batch and Blackbaud NetCommunity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99Using Gift Aid When Converting From Earlier Versions of The Raiser’s Edge to

The Raiser’s Edge 7.8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100Constituent Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102Credit Card Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102NetSolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104Web Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104

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The Raiser’s Edge 7.8 Enterprise includes a number of new features. We improved Gift Aid, made NetSolutions changes, and added a Do Not Contact column in Records, and more. This chapter includes an overview of all new features added to the program.

Address Validation and MailsortAddress Validation has been renamed AddressAccelerator. For more information about AddressAccelerator, press F1 from any screen in AddressAccelerator to access the help file.Mailsort has been renamed PostalSaver. For more information, see the Mail Guide.

Gift AidThe primary goal of the Gift Aid changes for The Raiser’s Edge 7.8 is to make the recording, updating, and reporting of tax claim status easier and more accurate for your gifts.When you convert from an earlier version of The Raiser’s Edge to The Raiser’s Edge 7.8, you may have gifts in your database that were designated as ineligible for tax claim under the old Gift Aid design. To use Gift Aid effectively, follow several important steps before and after converting. These conversion steps are outlined in “Using Gift Aid When Converting From Earlier Versions of The Raiser’s Edge to The Raiser’s Edge 7.8” on page 100.Several areas of The Raiser’s Edge are affected by Gift Aid. The following sections detail changes made to these areas.

NE W FE A T U R E S 95

Constituent RecordsYou can now add multiple tax declarations for an individual constituent record. On the Bio 1 tab, you still enter declaration information from the Declaration Information button. When you click Declaration Information, the new Declarations Information screen appears. On this screen, you can now add multiple tax declarations for the constituent, open a tax declaration for editing or viewing, and delete a tax declaration. For more information about adding tax declarations to an individual constituent record, see the Constituent Records chapter of the Constituent Data Entry Guide or the Gift Aid section in the Regular Supporters Implementation Guide.

ConfigurationOn the Business Rules page of Configuration, you can now set up rules to determine the criteria and attributes that can automatically disqualify gifts for Gift Aid. For each rule you set up, you can allow exceptions. Your Gift Aid disqualification rules work in conjunction with the settings on the Tax tab of your gift records. For more information, see the Configuration & Security Guide or the Gift Aid section of the Regular Supporters Implementation Guide.

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AdministrationThe first time you define Gift Aid

disqualification rules, it is imperative you run the update immediately in Configuration. Otherwise, your existing gifts do not receive a Gift Aid qualification status. Consequently, The Raiser’s Edge cannot accurately determine the tax claim eligibility for your gifts.

After you set up or change your Gift Aid disqualification rules in Configuration, you can run the new Update Gift Aid Status feature immediately to update both the Gift Aid qualification status and tax claim eligibility of all new or previously unclaimed gifts, using gift dates you define. For information about accessing the Update Gift Aid Status screen from Configuration, see the Business Rules section in the Configuration chapter of the Configuration & Security Guide or the Gift Aid section of the Regular Supporters Implementation Guide.When you do not need to add new Gift Aid disqualification rules or change existing rules in Configuration, you can use the new Update Gift Aid Status link in Administration to quickly update all new or previously unclaimed gifts, using gift dates you define. You can update both the Gift Aid qualification status and tax claim eligibility of all unclaimed gifts or only the tax claim eligibility. The same Update Gift Aid status screen that appears when you update in Configuration appears in Administration. The difference between the two screens is the information you can update.

Using the Update Gift Aid Status link, you

can bring the Gift Aid Qualification status and tax claim eligibility status of all existing gifts up-to-date without waiting until you run the next Generate R68 (New Gift Aid) Report.

For information about using the Update Gift Aid Status link in Administration, see the Configuration & Security Guide or the Gift Aid section of the Regular Supporters Implementation Guide.

Gift Record - Tax TabOn the Tax tab of your one-off cash gifts, recurring gifts, pledges, and cash payments for recurring gifts and pledges, you can now select the method by which the Gift Aid qualification status should be assigned to the gift. From your setting, the program determines and displays the Gift Aid qualification status for the gift (Qualified for Gift Aid or Not Qualified for Gift Aid); determines the tax claim


eligibility status for the gift; and depending on whether or not the gift is tax claim eligible, displays a tax claim amount or potential tax claim amount. For more information about the Tax tab of the gift record, see the Tax tab section in the Gift Record Basics chapter of the Gift Records Guide or the Gift Aid section in the Regular Supporters Implementation Guide.

For a gift to now be classified as tax claim eligible in The Raiser’s Edge, a gift must be qualified for Gift Aid and a Gift Aid declaration must be recorded on the Bio 1 tab of the donor’s constituent record, applicable for the date of the gift. Also, this Gift Aid declaration must have a pays tax status of Yes. When the declaration has an indicator of Oral, the confirmation sent date must be less than or equal to the system date.

MailIn Mail, two new fields appear on the Fields to Include tab of the Donor Acknowledgement Letters screen that can be useful when acknowledging donors and letting them know how much more their gift would be worth if they gave you a Gift Aid declaration.

• Potential tax claim amount - This is the tax amount you could reclaim from HM Revenue & Customs if a declaration was on file for the constituent valid for the date of the gift and the gift was qualified for Gift Aid.

• Potential gross amount - This is the total gift amount plus the tax amount you could reclaim from HM Revenue & Customs if a declaration was on file for the constituent valid for the date of the gift and the gift was qualified for Gift Aid.

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QueryGift information fields in Query help you determine whether gifts are qualified for Gift Aid. For more information about Query, see the Query & Export Guide.

• Gift Aid Qualification Method - This is the method by which the Gift Aid Qualification status is assigned to the gift record, as set on the Tax tab.

• Gift Aid Qualification Status - This is the Gift Aid Qualification status (Qualified for Gift Aid or Not Qualified for Gift Aid) assigned to the gift record, determined by the Gift Aid Qualification Method set on the Tax tab.

Constituent/Individual information fields in Query help you better analyse the Gift Aid declarations on file for your constituents’ donations. These fields appear in a new Declarations node.

• Declaration Made - This is the date the declaration was made to your organisation. The Made field appears in the Declaration frame on the Tax Declaration Information screen.

• Declaration Start Date - This is the date the declaration begins and becomes active. The Starts field appears in the Declaration frame on the Tax Declaration Information screen.

• Declaration End Date - This is the date the declaration ends and becomes inactive. The Ends field appears in the Declaration frame on the Tax Declaration Information screen. A declaration may not always have an end date.

• Declaration Indicator - This tells you how the declaration was made - Oral, Written, or Internet. The Indicator field appears in the Declaration frame on the Tax Declaration Information screen.

• Confirmation Sent - This is the date you sent the confirmation letter to the constituent. The Sent field appears in the Confirmation frame on the Tax Declaration Information screen.

• Confirmation Returned - This is the date you received the letter back from the constituent, with all declaration details confirmed. The Returned field appears in the Confirmation frame on the Tax Declaration Information screen and is used only when a tax declaration is given orally by the constituent to your organisation.

• Constituent Pays Tax - This reflects whether the constituent pays tax - Yes, No, or Unknown. The Pays Tax field appears in the Status frame on the Tax Declaration Information screen.

• Tax Payer Status - This is the constituent’s current employment status - Employed, Pensioner, Student, Unwaged. The Status field appears in the Status frame on the Tax Declaration Information screen.

• Tax Declaration Comments - These are the notes you record about the tax declaration in the Comments box on the Tax Declaration Information screen.

ExportGift information fields in Export help you determine whether gifts are qualified for Gift Aid. For more information about Export, see the Query & Export Guide.


• Gift Aid Qualification Method - This is the method by which the Gift Aid Qualification status is assigned to the gift record, as set on the Tax tab.

• Gift Aid Qualification Status - This is the Gift Aid Qualification status (Qualified for Gift Aid or Not Qualified for Gift Aid) assigned to the gift record, determined by the Gift Aid Qualification Method set on the Tax tab.

Constituent information fields in Export help you better analyse the Gift Aid declarations on file for your constituents’ donations. These fields appear in a new Declarations node. For more information, see the Query & Export Guide.

ImportThe Constituent import type can now accommodate the importing of multiple declarations for a constituent. For more information, see “Import” on page 103.Constituent information fields in Import help you better analyse the Gift Aid declarations on file for your constituents’ donations. These fields appear in a new Declarations node. For more information, see the Import Guide.

Reports• You can now update tax claim eligibility when you run the Generate R68 (New

Gift Aid) Report. Before you generate this report, you can select to update eligibility of all unclaimed gifts. The program looks at all Gift Aid qualified gifts that have not yet been claimed and determines whether a valid declaration appears on the Bio 1 tab of each constituent for the applicable gift date. The tax claim eligibility of all applicable gifts is updated and saved, based on the results of the tax declaration check. This helps you reclaim tax for those gifts for which valid declarations were received after the gift was originally saved. For information about Gift Aid reports, see the Reports Guide and the Sample Reports Guide.

• You can also update eligibility when you run the Tax Claim Breakdown Report. For a gift to be included in this report, the gift must be qualified for Gift Aid. Before you run this report, you can select to update eligibility of all unclaimed gifts. Gifts that are tax claim eligible will show tax claim amounts. Gifts that are qualified but not tax claim eligible will show potential tax claim amounts.

Batch and Blackbaud NetCommunityWhen you use Blackbaud NetCommunity 3.0 with The Raiser's Edge 7.8, the Tax Claim Eligible field still appears in a gift batch but is not a required field and is not used to determine the qualification status for a gift. Instead, the new Gift aid qualification method field is required in a gift batch. You must select an option from the drop down menu that appears for the Gift aid qualification method field. You can select to apply gift aid rules upon saving the gift, or set the gift as qualified or not qualified. Using the Defaults tab, you can select a default option for this field to appear for each gift you enter in the gift batch. For more information, see the Batch Guide.

CH A PT E R 7100

Using Gift Aid When Converting From Earlier Versions of The Raiser’s Edge to The Raiser’s Edge 7.8When you convert from an earlier version of The Raiser’s Edge to The Raiser’s Edge 7.8, you may have gifts in your database that were designated as ineligible for tax claim under the old Gift Aid design. In your previous version, you may have manually unchecked the Tax claim eligible checkbox on the Tax tab of certain gift records even though the constituents had a valid declaration on the Bio 1 tab of their constituent record. This was the only method for avoiding a tax claim on unqualified gifts until now.

The first time you define Gift Aid

disqualification rules, it is imperative you run the update immediately in Configuration. Otherwise, your existing gifts do not receive a Gift Aid qualification status. Consequently, The Raiser’s Edge cannot accurately determine the tax claim eligibility for your gifts.

After you install The Raiser’s Edge 7.8, you must set up your Gift Aid disqualification rules in Configuration and then run the Update Gift Aid Status feature immediately from Configuration to update the Gift Aid qualification status and tax claim eligibility of all unclaimed gifts using your new rules. All gifts that are not disqualified for Gift Aid appear with a Gift Aid Qualification Status of Qualified for Gift Aid on the Tax tab. Qualified gifts, for which the constituent has a valid declaration recorded on the Bio 1 tab of the constituent record, become tax claim eligible.There may still be gifts in your database that must remain ineligible for tax claim even though they do not violate the new Gift Aid disqualification rules. You must identify these gifts before migrating your database. By doing so, you keep these ineligible gifts from converting to tax claim eligible gifts when, after migrating, you set up your Gift Aid disqualification rules and run the Update Gift Aid Status feature.Follow these steps to help keep your ineligible gifts from converting to tax claim eligible gifts.

In your current version of The Raiser’s Edge,

before you migrate, run an R68 (New Gift Aid Report) to process claims on all eligible gifts. This will eliminate them from the group of gifts you must update after migrating. Using a smaller number of gifts will shorten processing time when you define your Gift Aid disqualification rules and update the Gift Aid qualification status and tax claim eligibility of all your new or unclaimed gifts.

Before migrating your database to The Raiser’s Edge 7.8, you should complete the following steps:

Run a Gift query to find the gifts that meet the following criteria:• Gift Date greater than or equal to 6 April 2000• Tax Claim Number is blank• Tax Claim Eligible? equals No• Declaration Start Date not blank and Pays Tax equals Yes.Identify all gifts from the query results that must remain ineligible for tax claim. Without doing this, the program cannot know which gifts should remain ineligible.On each of the identified gift records, add a new gift attribute, such as Not Tax Claim Eligible. If this attribute should be applied to all gift records in the query, you can use Globally Change Records and the same Gift query to add this new gift attribute to each. You do not need to add this attribute to gifts that the new Gift Aid disqualification rules will disqualify after migration. For more information about adding an attribute, see the Constituent Data Entry Guide.

After converting to The Raiser’s Edge 7.8, you must complete the following steps:


On the Business Rules page of Configuration, on the Gift Aid Disqualification Rules screen, set up this same Gift attribute (Not Tax Claim Eligible) to automatically disqualify these gifts for Gift Aid. Make sure to uncheck the Allow Exceptions checkbox beside this attribute.Set up any other Gift Aid disqualification rules you need.Once you set up this and other Gift Aid disqualification rules, click OK. A message appears, warning you that disqualification rules have changed and asking if you want to update the Gift Aid qualification status of unclaimed gifts using these rules. Click Yes. The Update Gift Aid Status screen appears so you can perform the update. From this screen, using all gift dates after 06/04/2000, both the Gift Aid qualification status and tax claim eligibility of all unclaimed gifts are updated according to your Gift Aid disqualification rules and whether or not a valid tax declaration exists on the Bio 1 tab of each donor’s constituent record, applicable for the date of each gift.All gifts to which you added the Not Tax Claim Eligible attribute before migrating will be disqualified, even if they do not meet the criteria established in your other Gift Aid disqualification rules.For information about setting up Gift Aid disqualification rules and running the Update Gift Aid Status feature, see the Configuration & Security Guide or the Gift Aid section of the Regular Supporters Implementation Guide. For information about how Gift Aid disqualification rules work with your settings on the Tax tab of your gift records, see the Tax tab section in the Gift Record Basics chapter of the Gift Records Guide or the Gift Aid section in the Regular Supporters Implementation Guide.

CH A PT E R 7102

Constituent RecordsA new DNC column has been added to the Phones/Email/Links grid on all records where this grid appears. DNC stands for “Do Not Contact.” When you click in this column beside a phone number or email address, a visual warning appears in the column. This warning tells you the constituent does not want to receive phone calls at the number or messages at the email address. For more information, see the Constituent Data Entry Guide.

QueryYou can use the new Preferred Do Not Contact? and Do Not Contact? fields in Query to exclude phone numbers and email addresses from queries, including generated mailing lists and phonathon forms. These fields are located in the Addresses node for a query under Preferred Address and All Addresses. For more information about creating a query, see the Query & Export Guide.

Credit Card EncryptionThe Raiser's Edge encrypts credit card numbers entered in your database. If someone attempts to access your database through the “back end”, the credit card data will appear illegible. Data displayed in the “front end”, or user interface, depends on the security settings you establish for credit card numbers and the user's security rights. For more information about setting security in The Raiser's Edge, see the Security chapter in the Configuration and Security Guide.


NetSolutionsWe added a number of NetSolutions changes to The Raiser's Edge 7.8. For more information, see the NetSolutions Guide.• In NetMembers, you can now choose to remove the I wish to waive all

benefits checkbox on your membership page.• In Configure & Customise, we created an Organisation Information tab. The

new tab houses your Web page title, mission statement, page header, and email information, previously accessed from the Account Information tab.

• Tax declaration information now downloads with other constituent information.• With the new checkbox added to the Advanced Options screen in Configure &

Customise, you can prevent credit card information from downloading with other online constituent information.

• If your organisation accepts recurring credit card gifts, do not check the Download credit card information from the server checkbox. If you do, credit card numbers for recurring gifts are not downloaded. As a result, recurring gift payments are not generated and paid.

ImportTo accommodate the improved gift aid functionality in The Raiser's Edge, we made the following changes to Import:• The Constituent Import type can now import multiple declarations for a

constituent. • We added the Constituent Declaration import type to the Constituent import

tables.• We added the Tax Declarations category to the Constituent Import type. For more information and a list of the new import fields, see the Import Table chapter in the Import Guide.

CH A PT E R 7104

Mail• From the Org Address tab of a mail task, on the Contacts to Receive Mail

screen, you can now click a Contact Attributes button to filter contact attributes. When you click the Contact Attributes button, the Contact Attributes to Consider screen appears. You can use the Filter, Category, Description, and Short Desc columns to include or exclude constituents based on filters. Click OK to save the changes. For more information, see the Mail Guide.

• In Mail, changes to US Postal Service procedures and the third-party software used in PostalSaver may require updating the user guides after this release of The Raiser’s Edge. For the most current information on PostalSaver, see the online version of the Mail Guide on the Blackbaud Web site.

Web ServiceThe Raise’s Edge 7.8 includes a new Web service: ScanStore for The Raiser’s Edge. Accessed from the Web Services link on the Raiser’s Edge bar, ScanStore was developed to meet the needs of not-for-profit organisations that have adopted Gift Aid. The service offers a complete solution for capturing, storing, and managing forms used to substantiate donors’ Gift Aid declarations.With ScanStore, you can:• Eliminate all paper forms and easily access electronic images of

declarations within The Raiser’s Edge or directly from a secure document repository

• Out source labor-intensive tasks like scanning, filing, and indexing documents• Improve management of declarations, ensuring documentation exists to support

any Gift Aid claim• Be prepared for an Inland Revenue audit at all times• Streamline the process of filing Gift Aid tax claimsFor more information about ScanStore for The Raiser’s Edge, contact your sales representative.

http://www.blackbaud.co.uk/files/support/guides/re7entuk/mailUK.pdf

Backing Up a Network Database

Contents

Backing Up Database from The Raiser’s Edge 7.5 . . . . . . . . . . . . . . . . . . . .106Backing Up Your Database from The Raiser’s Edge 7.6 . . . . . . . . . . . . . . .110

Procedure

Backing up your database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106Backing up your database from The Raiser’s Edge 7.6 . . . . . . . . . . . . . . . . . . .111

AP P E N D I X A106

This backup applies to SQL Sever users only.

Oracle users, see the Oracle Installation and Database Administrator’s Guide for backup information.

Before you update to The Raiser’s Edge 7.8, we strongly recommend you back up your database using a proper tape backup system. If you do not have such a system in place, the Backup Database link available through the Blackbaud Management Console allows you to run a full or compressed backup of your database while users continue working in the program. The full backup saves a complete copy of your database in a directory you specify. The compressed backup option copies your data files, then compresses the copies into a single WinZip file and deletes the copies. However, if your database contains a single file larger than 4GB, you cannot run the compressed backup.

Backing Up Database from The Raiser’s Edge 7.5Although this utility offers a convenient way to back up your database while allowing your users to continue working in the system, this should not replace a proper tape backup of your data.

Backing up your database from The Raiser’s Edge 7.5

1. Before updating to The Raiser’s Edge 7.8, click the Blackbaud Management Console shortcut on your desktop. The Blackbaud Management Console Welcome screen appears.

BA C K I N G UP A NE T W O R K DA T A B A S E 107

2. Click Administration. The Administration screen appears.

Backup Database offers a convenient

way to back up your database while allowing your users to continue working in the system. This should not replace a proper tape backup of your data.

3. Click Backup Database. A screen appears, asking you to enter the Backup root directory in which you want the back up saved.

AP P E N D I X A108

4. After entering a root directory, click Next. All databases available for the backup appear.

5. Next to the database you want to backup, select the type of backup you want to run. It may take a minute or two before the program accepts your selection.• The Full backup option saves a complete copy of your database in a

directory you specify. If the backup fails, a message box appears,

warning you that one or more of the backups failed.

• The Compressed backup option copies your data files, then compresses the copies into a single WinZip file and deletes the copies. If your database contains a single file larger than 4GB, you cannot run the compressed backup. The option is marked “N/A”.

• You can also select Do not backup.


6. Click Next. A screen appears, confirming the backup settings.

7. Click Finish. The program runs the backup. A confirmation screen appears when the backup is complete.

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8. Click OK. You return to the Administration screen.

9. To return to the Blackbaud Management Console Welcome screen, click Return to main menu. You are ready to update to The Raiser’s Edge 7.6.

Backing Up Your Database from The Raiser’s Edge 7.6 or Higher

The backup through the Blackbaud

Management Console copies your database to the hard drive of the server running the database. We recommend you also make proper backups to removable media in order to have a secure backup strategy.

Although this utility offers a convenient way to back up your database while allowing your users to continue working in the system, this should not replace a proper tape backup of your data.


Backing up your database from The Raiser’s Edge 7.6 or higher

1. Before you update to The Raiser’s Edge 7.8, from the main screen of the Blackbaud Management Console, select Backup in the Installed products pane. The Backup screen appears on the right.

2. In the Perform Backup frame, click Backup. The Backup Database screen appears.

3. In the Backup path field, select a location for the backup. You can use the browse button to specify the location.

You should not mark Send data to

Blackbaud unless you have been directed to by Blackbaud customer support.

4. Mark Compress files after backup to have the files zipped after the backup. If you select this option, the Send data to Blackbaud option is enabled.You should not mark Send data to Blackbaud unless you have been directed to by Blackbaud customer support.

AP P E N D I X A112

5. Mark Net Send notification when backup is finished to send a notification to a specified workstation. You must enter the name of the workstation or user you want to net send, if it differs from the default.

6. To generate a text file that details the backup process, mark Output File and use the browse button to select a location to generate the output file.

7. Click Backup to start the backup and return to the Blackbaud Management Console.

Updating The Raiser’s Edge using Terminal Services or Citrix

Procedures

Server Does Not Host Blackbaud Management Console . . . . . . . . . . . . . . .114Required NTSF Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117Server Does Host the Blackbaud Management Console . . . . . . . . . . . . . . .117Required NTSF Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125

Procedures

Updating The Raiser’s Edge using Terminal services Or Citrix if the server Does Not host the Blackbaud Management Console and database . . . . . . . . . .114

Updating The Raiser’s Edge using Terminal services Or Citrix if the Terminal server Does host the Blackbaud Management Console and database . . .118

Manually updating your software deployment kit . . . . . . . . . . . . . . . . . . . . . . .121

AP P E N D I X B114

The following procedures show you how to update The Raiser’s Edge using Terminal Services or Citrix on a server running Terminal Services in “Application Mode”. Also, to use the Microsoft Office Integration features in The Raiser's Edge through a terminal session, Office must be installed on the Terminal or Citrix Server and published out to users.

Server Does Not Host Blackbaud Management ConsoleIf the Terminal server does not host the Blackbaud Management Console and the database, follow the procedure included in this section.

Updating The Raiser’s Edge using Terminal Services or Citrix if the server Does Not host the Blackbaud Management Console and database

We recommend a qualified network

professional runs this update.

1. End all Terminal sessions and exit all applications.2. Restart the Terminal server. 3. Log back into the server.4. At a command prompt, enter “CHANGE LOGON /DISABLE”. This

disables clients from opening a new session while you run the update. Creating an image of the server using a third

party software, for example Norton Ghost™ , before running any update is highly recommended.

5. Open Add/Remove Programs in Control Panel.

UP D A T I N G TH E RA I S E R ’S ED G E U S I N G TE R M I N A L 115

Customer Support cannot assist with the

installation or configuration of the Terminal/Citrix server. However, we can provide consulting services to assist in areas outside the scope of support.

6. Select Add New Programs. The Add/Remove Programs screen appears.

7. Click the CD or Floppy button. The Install Program From Floppy Disk or CD ROM screen appears.

AP P E N D I X B116

8. Click Next. You must locate the shared “deploy” directory and double click setup.exe. The program attempts to locate the directory automatically. If it cannot locate the directory, a screen appears allowing you to map to the location.

Click the Browse button and locate the shared deploy directory.Double click “setup.exe”. You return to the Run Installation Program screen. The program location appears in the Open field.

9. Click Finish. The InstallShield Wizard screen appears.

10. Select Update/Repair The Raiser’s Edge 7. 11. Click Next. The Setup Status screen appears tracking the installation

progress. 12. A final screen appears telling you when the update is complete. Click

Finish.


13. Click OK to close Add/Remove Programs.14. Restart the server if prompted. 15. At a command prompt type “CHANGE LOGON /ENABLE” to allow

clients to create new sessions to the server.







Server Does Host the Blackbaud Management Console

We strongly recommend a qualified

network professional runs this update.

If the Terminal server does host the Blackbaud Management Console and the database, follow the procedure included in this section.







AP P E N D I X B118

Updating The Raiser’s Edge using Terminal Services or Citrix if the Terminal server Does host the Blackbaud Management Console and database

Customer Support cannot assist with the

installation or configuration of the Terminal/Citrix server. However, we can provide consulting services to assist in areas outside the scope of support.

1. End all Terminal sessions and exit all applications.2. restart the Terminal server. 3. Log back into the server.4. Disable the login before running the install.5. At a command prompt, enter “CHANGE LOGON /DISABLE”. This

disables clients from opening a new session while you run the update. Creating an image of the server running

Terminal services using a third party software, for example Norton Ghost™ , before running any update is highly recommended.

6. Insert the The Raiser’s Edge 7.8 update CD into your server’s CD-ROM. A screen appears displaying installation options.

7. Close this screen.


8. Open Add/Remove Programs in Control Panel.

9. Select Add New Programs. The Add/Remove Programs screen appears.

AP P E N D I X B120

10. Click the CD ROM or Floppy button. The Install Program From Floppy Disk or CD ROM screen appears.

11. Click Next. Locate and select setup.exe. The program attempts to locate the folder automatically. If it cannot locate the folder, a screen appears allowing you to map to the location.

Click the Browse button and locate the Network folder on the CD. Select “setup.exe”.


12. The InstallShield Wizard screen appears.

13. Select Update/Repair The Raiser’s Edge 7. 14. Click Next. The Setup Status screen appears tracking the installation

progress. 15. A final screen appears telling you the installation is complete. Click

Finish. 16. The deployment kit used by your workstations to update the software may

update automatically. If the program fails to update the kit automatically, a message appears telling you to update the deployment kit manually. To manually update the software deployment kit, see “Manually updating your software deployment kit” on page 121.

17. Click OK to close Add/Remove Programs.18. restart the server if prompted. 19. At a command prompt type “CHANGE LOGON /ENABLE” to allow

clients to create new sessions to the server.

Manually updating your software deployment kit

1. Double-click the Blackbaud Management Console shortcut on your desk top. The Blackbaud Management Console screen appears.

AP P E N D I X B122

2. Select The Raiser’s Edge from the Installed Products tree view. The program wizards appear in the pane on the right of the screen.

3. In the Manage Deploy Kit frame, select Run Now to open the Deploy Kit Wizard. The welcome screen for the Deploy Kit Wizard appears.


4. Click Next to continue. The Select Deploy Kit Action screen appears.

5. To update your deploy kit using files from the installation CD, select Repair.

6. Click Next. The Select Install Location on Client Systems screen appears.

7. Select prompt user for an install path if you want your client workstations to be able to name the installation folder and choose its location.

8. Select automatically install the software to this path if you want all client workstations to use the same installation folder name and location. You must enter the location you want the workstation components installed on a client machine.

AP P E N D I X B124

9. Click Next. The Specify Paths screen appears.

10. Enter the location of the Install CD in the Install CD Location field. You can use the button to browse to the location.

11. Click Repair to continue. The final screen of the Deploy Kit Wizard appears.

12. Click Finish to close the Deploy Kit Wizard and return to the Blackbaud Management Console.

AP P E N D I X B126

MapPoint Installation

Contents

MapPoint Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128

Procedures

Installing MapPoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128

AP P E N D I X C128

The Raiser’s Edge integrates with Microsoft’s MapPoint 2004. With MapPoint, you can generate maps and geographically locate constituents entered in your database. A single MapPoint user license is included with The Raiser’s Edge.

MapPoint InstallationMapPoint is included with The Raiser’s

Edge Enterprise and available as an optional module with The Raiser’s Edge.

After you install MapPoint, the Mapping link on the Raiser’s Edge bar opens a Mapping page. For information about working in Mapping, see the Mapping Guide.

Installing MapPoint

1. Place the first MapPoint installation CD in your CD-ROM drive (the install wizard will inform you when to insert the second CD).

2. If the installation wizard does not appear, using Microsoft Explorer, map to your CD-ROM drive and locate the MapPoint setup.exe file.

3. Double-click the setup.exe file. The Welcome screen appears.

MA PPO I N T IN S TA LL A T IO N 129

4. Click Next. The Customer Information screen appears.

5. Enter your Name and Company. 6. Click Next. The Installation Options screen appears.

7. If your computer has enough disc space, select Full installation. If you do not have enough disc space, select Minimum installation. You will need to use the run disc or the network to access MapPoint map data.

AP P E N D I X C130

The Enable MapPoint integration with Microsoft Office applications checkbox does not affect the program’s integration with The Raiser’s Edge. If you use other Microsoft products, you may want to mark this checkbox.

8. Click Next. The Installation Location screen appears.

9. At the bottom of the screen, the default installation location appears. To change the installation location, enter a new location or click Browse. If you click Browse, the Change Installation Folder screen appearsLocate where on your hard drive you want the program to install, and click OK to return to the Installation Location screen.

MA PPO I N T IN S TA LL A T IO N 131

10. Click Next. The Ready to Install screen appears, displaying a summary of your installation selections.

11. Click Install. The installation begins.

AP P E N D I X C132

A confirmation screen appears when the installation is complete.

12. Click Finish.

Updating to RE:Anywhere for Remote Access

Content

Additional Security Setting for Oracle Databases. . . . . . . . . . . . . . . . . . . . .134Important Notes Before Updating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134Browser Settings for Creating Letters and Email from Constituent Records .

138

Procedures

Specifying additional security settings for Oracle databases . . . . . . . . . . . . . . .134Updating RE:Anywhere for Remote Access . . . . . . . . . . . . . . . . . . . . . . . . . . .135

AP P E N D I X D134

Before installing this update, read the Import Notes Before Updating section below. To run the update, use, “Updating RE:Anywhere for Remote Access” on page 135.

Additional Security Settings for Oracle DatabasesIn addition to the security settings for the directories in the previous section, with Oracle databases, you must establish additional security settings to enable functions such as report previewing and printing, and viewing query results.

Specifying additional security settings for Oracle databases

1. Stop and start the Oracle MTS Recovery service. For more information about this service, see the Oracle documentation at <www.oracle.com>.

2. Reset your installation of Internet Information Server (IIS).

You can reset IIS 5.0 from the command line using the “iisreset” command. For information about resetting IIS, see your IIS documentation.

3. Using Windows Explorer, locate your Ora92 directory.4. Right-click on the Ora92 directory and select Properties. The Properties

screen appears.5. Select the Security tab. 6. In the Name box, select the BBReweb7Group. In the Allow column,

mark the Full Control checkbox.7. Click OK to save your changes.

Important Notes Before Updating• If you are running SQL Server using Windows Authentication only,

RE:Anywhere for Remote Access (formerly know as The Raiser's Edge for the Web) users can connect to the database only if the Web server is running under an NT account that has been granted access to the Raiser's Edge database. To set up RE:Anywhere for Remote Access to run under an NT account that has database permissions, perform the following steps.• In Internet Information Server (IIS), access Properties for the default Web

site (or the site you are using).• Select the Directory Security tab. Under Anonymous Access and

Authentication Control, select Edit.• Change the Username and Password to an account that has permissions to

the Raiser's Edge database.• Save the information and stop and restart IIS. • You should now be able to log into RE:Anywhere for Remote Access .

UP D A T I N G T O RE:AN Y W H E R E FO R RE M O TE AC C E S S 135

• Check the latest hardware requirements on our Web site at www.blackbaud.com.

• If you use Microsoft Office XP, in order to use the RE:Anywhere communication tools, you must have Service Pack 3 or higher installed.

• Before you update RE:Anywhere for Remote Access, update the The Raiser’s Edge 7 workstation components on the Web server by logging into the database through The Raiser’s Edge 7 client (accessible from the The Raiser’s Edge 7 shortcut on the desktop of the Web server).

• Ensure all users of RE:Anywhere for Remote Access are logged out of the system.

• You need a CD-ROM drive you can access from your Web server.• Exit all Windows applications on the server where RE:Anywhere for Remote

Access will be updated.• Stop your Web server and ftp service before beginning the upgrade. If you do

not stop these services, the setup program asks you to do so during the upgrade.• Close any virus scan programs on the server. These programs can mistakenly


• Most versions of RE:Anywhere for Remote Access 7 can be updated using the procedure in this document. However, certain early versions of the RE:Anywhere for Remote Access require a more detailed procedure, which includes several additional screens. When you begin the upgrade, if a screen appears welcoming you to the InstallShield Wizard, you must perform the more detailed upgrade procedure. See the RE:Anywhere for Remote Access Installation Guide for more information about this procedure.

Updating RE:Anywhere for Remote Access

Use the following procedure to update RE:Anywhere for Remote Access. This procedure updates the Web Server.1. From your Web server, insert the Blackbaud CD into your CD-ROM

drive.

AP P E N D I X D136

2. From Windows taskbar, click the Start button and select Run. Type D:\REWEB\SETUP.EXE, where D is the location of (or complete path to) the CD-ROM drive. A screen appears welcoming you to the upgrade.

If the InstallShield Wizard screen appears

instead of the screen above, see RE:Anywhere for Remote Access Installation Guide for instructions on completing the upgrade procedure.

3. Select the Update/Repair option.4. Click Next. If you have not stopped your Web server and FTP service, a

message appears.

5. To stop the Web server and FTP service, click Yes. Both restart automatically when the upgrade is complete.


A status screen appears, verifying you have the proper Internet Server components installed on your Web server. When the verification is complete, the upgrade begins. A status screen appears, tracking the progress of the upgrade.

You can click Cancel at any time to exit the

upgrade installation.

A setup complete screen appears when the upgrade is finished installing.

6. To exit the upgrade installation, click Finish. You can now log into your updated version of RE:Anywhere for Remote Access.

AP P E N D I X D138

Browser Settings for Creating Letters and E-mail from Constituent RecordsTo create letters and e-mails directly from constituent records in RE:Anywhere, you need to specify several settings in Internet Explorer on client workstations. These settings do not need to be established on the server (unless you also plan to use the server as a client). Additionally, if you have Office XP, you must install service pack 3 or later.• You must first include the RE:Anywhere server in an Internet Explorer Security

Zone for which you feel safe manipulating the settings. For information about Security Zones and how to configure them, see the Internet Explorer help file.

• Then you must specify several settings for the Security Zone in which you included the RE:Anywhere server. From the Internet Explorer Tools menu, select Internet Options. Select the Security tab.


Select the zone in which you placed the RE:Anywhere server and click Custom Level. The Security Settings screen appears.

• Under ActiveX controls and plug-ins, Download signed ActiveX controls, select either Enable or Prompt.

• Under ActiveX controls and plug-ins, Run ActiveX controls and plug-ins, select either Enable or Prompt.

• Under ActiveX controls and plug-ins, Script ActiveX controls marked safe for scripting, select either Enable or Prompt.

• Under Miscellaneous, Access data sources across domains, select either Enable or Prompt.If you select Prompt, when you save a document or e-mail as an action from Office, you must first return to your browser and click Yes on a message that states “This page is accessing a data source on another domain. Do you want to allow this?” before the item can save.

• If you have Microsoft Office XP installed, you need to install service pack 3 or later. To do so, go to http://office.microsoft.com, locate the Office Update link, and follow the instructions.

AP P E N D I X D140

7.8 update guide - blackbaud

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