activant prophet 21 tips and tricks for the prophet 21 ... · tips and tricks for the prophet 21...
TRANSCRIPT
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Activant Prophet 21
Tips and Tricks for the Prophet 21 System Administrator
Pre Go-Live Administration suite Course 1 of 3
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This class is designed for…
System AdministratorsBackup System Administrators
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Objectives
Perform manual backupsRestore databasesEnter users Upload database and files to ActivantUpdate the Prophet 21 application and database
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This course will NOT cover…
Setting up Maintenance PlansQuery AnalyzerProfilerSQL Statements
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Backups
Perform Backups on a regular basis! SQL Maintenance Plans
System will automatically backup on a timely basis– Complete backup daily– Transactional logs backed up on an hourly basis
Technical consultants can set this up
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Manual Backups
Perform manual backups BEFOREImportsUpdating items through Pricing Service Upgrades
Performed in Management StudioCan be done when people are on the system
But you risk losing data, so try to make every effort to backup when all users are logged out
Create a file for backupsIf saving backup to File
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Manual Backups
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Manual Backups
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Manual Backups
FullAll data files and part of the transaction log
DifferentialBacks up the changes since the last full backupSmaller and faster than full backupUseful for very large databases with minimal downtime
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Manual Backups
Click here to choose folder from PC.
Append file name with .BAK
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Manual Backups
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Restoring the System
Databases Production
Live DB, no transactionsPost Go-live - actual business transactions
ImportData conversion DB
PlayTraining and testing purposes
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Restore
Cannot be performed while users are in the
Database!
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Restore
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Restore
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Restore
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Restore
MDF fileDatabase file
LDF file Transaction Log file
Data modifications that happen in database
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Entering Users
Database Access to SQL DatabaseEntered through SQL Server Management Studio
Application Access to Prophet 21 ApplicationEntered through Prophet 21 User Maintenance
Support solution 4242
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Entering Users
SQL Authenticated User IDs are explicitly for the SQL database and Prophet 21 application
Windows AuthenticatedUsers are same as Windows logins
Managing security easier Users will not have to retype passwords
Support solution 2289
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SQL Login
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SQL Login
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Application Login
Setup users in User MaintenanceSystem Setup -> System -> User Maintenance
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Application Login
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Login NT Authentication
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Login SQL Authentication
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Database Profiles
Used for logging in the systemHolds defaults
Profile Name, Server, Database, Windows or SQL Authentication
Create a Database Profile for each database Option to create only available with ID used when Prophet 21 was installed
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Database Profiles
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Database Profiles
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Uploading Files
Why would you upload files/database? Data Conversion needs DBImplementation Consultant needs to analyze data Software Support may need to troubleshoot issuesSee solution 1720Access customer website via:
http://wdncustomer.activant.comhttp://www.activant.com
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Uploading Files to www.activant.com
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Uploading Files
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Uploading Files
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Uploading Files
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Uploading Files
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Uploading Files
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Software Downloads from http://wdncustomer.activant.com/cws/support/fileCenter/downloads.do
SQL DatabaseApplication Crystal ReportsHelp Files Forms
MDF Files
Note! This is updating your current build, for example is going from
11.0.238 to 11.0.430.
Version upgrades require a CD –10.5 to 11.0.
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Software Downloads
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Software Downloads
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Software Downloads
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Software Downloads – Release Calendar
http://wdncustomer.activant.com/downloads/prophet21/common/General%20Release%20Calendar.htm
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Update SQL Database
Download files to a folderScripts are run in SQL 32 found under System Administration -> System -> Run SQL 32
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Update SQL Database
Make sure to choose the correct database!
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Update SQL Database
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Updating SQL Database
Only scripts that have not been previously run will be available to process
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Updating SQL Database
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SQL 32
NOTE!There may be instances when software support may
have a script for you to run in order to fix data.
This is also performed in SQL32.See solution 4022.
NOTE!There may be instances when software support may
have a script for you to run in order to fix data.
This is also performed in SQL32.See solution 4022.
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Updating the Application
Download the application files into the folder where you keep the Prophet 21 application
accessed locallythrough a network
RMB on the Prophet 21 icon, select Properties to find out
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Updating Help, Crystal, Forms
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Summary
Perform manual backupsRestore databasesEnter users Upload database and files to ActivantUpdate the Prophet 21 application and database
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For More Information…
Prophet 21 Help FilesVisit Activant on the web: distribution.activant.com
View Educational Services course offeringsBrowse DocumentationSearch the Solutions databaseSubmit a Support case
E-mail Professional Services [email protected]
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Pre-Go Live Administration suite
Month End ProcessingSuccessfully close a month and year
Preparing for Go-LiveManually load accounts receivable, accounts payable, and warehouse counts Post beginning general ledger balances to offset the load accounts