activant prophet 21 tips and tricks for the prophet …tips and tricks for the prophet 21 system...

Activant Prophet 21

Tips and Tricks for the Prophet 21 System Administrator

Pre Go-Live Administration suite Course 1 of 3

This class is designed for…

System AdministratorsBackup System Administrators

Objectives

Perform manual backupsRestore the systemUpload database and files to P21Enter users Update the CC application and database

This course will NOT cover…

Setting up Maintenance PlansQuery AnalyzerProfilerSQL Statements

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

Manual Backups

Perform manual backups BEFOREImportsUpdating items through Pricing Service Upgrades

Performed through the Enterprise Manager Can be done when people are on the system Create a file for backups

If saving backup to File

Manual Backups

Manual Backups

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

Manual Backups

Click here to choose folder from PC.

Append file name with .BAK

Manual Backups

Restoring the System

Databases Production

Live DB, no transactionsPost Go-live - actual business transactions

ImportData conversion DB

PlayTraining and testing purposes

Restore

Cannot be performed while users are in the

Database!

Restore

Restore

Restore

Restore

MDF fileDatabase file

LDF file Transaction Log file

Data modifications that happen in database

Entering Users

Database Access to SQL DatabaseEntered through Enterprise Manager

Application Access to Prophet 21 ApplicationEntered through Prophet 21 User Maintenance

Support solution 4242

Entering Users

SQL Authenticated User IDs are explicitly for the SQL database and Prophet 21 application

NT AuthenticatedUsers are same as NT logins

Managing security easier Users will not have to retype passwords

Support solution 2289

SQL Login

SQL Login

Application Login

Setup users in User MaintenanceSystem Setup -> System -> User Maintenance

Application Login

Login NT Authentication

Login SQL Authentication

Database Profiles

Used for Logging In the systemHolds Defaults

Profile Name, Server, Database, NT or SQL Authentication

Create a Database Profile for each database Option to create only available with ID used when Prophet 21 was installed

Database Profiles

Database Profiles

Uploading Files

Why would you upload files/database? Data Conversion needs DBImplementation Consultant needs to analyze Data Software Support may need to troubleshoot issues

Uploading Files to www.activant.com

Uploading Files

Uploading Files

Uploading Files

Uploading Files

Uploading Files

Uploading Files

Software Downloads from www.activant.com

Updating your software SQL DatabaseApplication Crystal ReportsHelp Files Forms

MDF Files

Note! This is updating your current build, for example is

going from 10.5.180 to 10.5.249.

Moving from 10.0 to 10.5 is done via CD.

Software Downloads

Software Downloads

Software Downloads – Release Calendar

http://wdncustomer.activant.com/downloads/prophet21/common/General%20Release%20Calendar.htm

Update SQL Database

Download files to a folderScripts are run in SQL 32 found under System Administration -> System -> Run SQL 32

Update SQL Database

Make sure to choose the correct database!

Update SQL Database

Updating SQL Database

Only scripts that have not been previously run will be available to process

Updating SQL Database

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.

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.

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

Updating Help, Crystal, Forms

Summary

Perform manual backupsRestore databasesUpload database and files to ActivantEnter usersUpdate the Prophet 21 application and database

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 Salespss@activant.com

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