Infinity Installation and Upgrade Guide - Blackbaud

1 InfinityInstallationandUpgradeGuide3/22/ 2016 BlackbaudNetCommunity(missingorbadsnippe t)InfinityInstallationandUpgradeUS 2016 Blackbaud , ,oranypartthereof,maynotbereproducedortr ansmittedinanyformorbyanymeans,electroni c,ormechanical,includingphotocopying,rec ording,storageinaninformationretrievalsy stem,orotherwise,withoutthepriorwrittenp ermissionofBlackbaud, ,Inc.,assumesnoresponsibilityforanyinacc uracies,errors, ,Inc.,beliablefordirect,indirect,special ,incidental,orconsequentialdamagesresult ingfromanydefectoromissioninthismanual, , Blackbaud ,Inc.,reservestherighttomakeim provementsinthismanualandtheproductsitde scribesatanytime, , sEdge,BlackbaudNetCommunity,andDirectMar keting11 BlackbaudCRMandBlackbaudInternetSolution s13 NetCommunityandResearchPoint14 DirectMarketingandResearchPoint14 DirectMarketing,BlackbaudNetCommunity.

2 AndResearchPoint15 InstallInfinityPrograms18 PrepareBlackbaudNetCommunity18 Post-updateTask23 InstallBlackbaudInfinityFeatures23 InstallMultipleInstancesonaServer36 UpgradeMultipleInstancesonaServer39 SkipRevisions41 InstalltheNetCommunityPlug-in42 RepairorUninstallBlackbaudFeatures44 Post-installation48 ConfigurationTasks49 BlackbaudCRMPost-installationTasks49 ManuallyRunDatabaseRevisions50 AddApplicationUser50 AddUsers51 AttachTemplateDatabase51 ConfigureDedupeSSISP ackages51 ConfigureHelpIndex52 ConfigureReportServer52 CreateDatabase53 CreateJobUser53 CreateVirtualDirectory54 EnsureWebDashboardConfigItems55 LoadSystemRoles55 MigrateImportPathFile55 RestartWebApp55 RestoreDatabase56 RunServiceRevisions56 StampDatabase57 UpdateWebConfig57 UpdateVirtualDirectoryandDatabaseSetting s58 BlackbaudDataWarehouseDeploymentWizard58 EditAdvancedDataWarehouseSettingsScreen6 2 Applicationwebservice62 Databaseconnection:Application63 Databaseconnection:OLTPS ystem63 Databaseconnection:OLAPR eportingDatabase63 Databaseconnection.

3 RelationalReportingDatabase64 Deploymentfile64 DeploymentOptions65 Extensibility65 OLAP deployment66 Reportdatabasepaths66 Security66 SSIS67 WebServerConfiguration67 BlackbaudNetCommunityPost-installationTa sks69 ConfirmStatusComplete69 NetCommunityPlug-inOptions69 AccessYourWebsite69 ConfiguretheInstallation70 MerchantAccounts70 SecuredSocketsLayer(SSL)71 DigitalCertificatesinInternetInformation Server(IIS) , , , , , , ,suchasTheRaiser sEdgeandTheEducationEdge, , ,BlackbaudDirectMarketing, , , ,BlackbaudDirectMarketing, sEdge,BlackbaudNetCommunity,andDirectMar ketingonpage11lBlackbaudCRMandBlackbaudI nternetSolutionsonpage13lNetCommunityand ResearchPointonpage14lDirectMarketingand ResearchPointonpage14lDirectMarketing,Bl ackbaudNetCommunity,andResearchPointonpa ge15 Step4 Afteryoucompletethepre-installationtasks requiredforyourupgradepath.

4 Iftheinstallationtakeslongerthanfourhour stocomplete, sEdgeandTheEducationEdge, , , sEdgeorTheEducationEdge,afteryouinstallB lackbaudNetCommunity,youcanusetheplug-in installationwizardtoinstalltheNetCommuni typlug-inonworkstationsthataccessTheRais er , , , , , proofofconcept, , , ,failoverservers,loadbalancedwebservers, ,SQLR eportServer,BlackbaudApplicationServer, sEdge,BlackbaudNetCommunity,andDirectMar keting11 BlackbaudCRMandBlackbaudInternetSolution s13 NetCommunityandResearchPoint14 DirectMarketingandResearchPoint14 DirectMarketing,BlackbaudNetCommunity,an dResearchPoint15 WhenyouinstallorupdateyourBlackbaudprogr ams, , ,toensureyoufollowthenecessarystepstocom pletetheinstallationorupdateforyourprogr ams, ,youcaninstallBlackbaudCRM,BlackbaudNetC ommunity,OnlineCampusCommunity,OnlineAdm issions, :BeforeyouruntheBlackbaudInstaller, , ,youmustrunoneofthefollowingcommands: C:\WINDOWS\ \Framework\ \ for32-bitmachinesor C.

5 \WINDOWS\ \Framework64\ \ ,thisfeatureinstallstheInfinitywebportal , Raiser sEdgeandThe EducationEdgeplug-insusetheNetCommunityp lug-inwebservicetodownloadtransactionsfr omBlackbaudNetCommunitytoThe Raiser sEdgeorThe sEdgePlug-inThe Raiser Raiser sEdgeplug-inoneachworkstationthatusesThe Raiser , EducationEdgeplug-inoneachworkstationtha tusesThe , sEdgeWebServiceTheBlackbaudNetCommunityw ebapplicationusesThe Raiser sEdgewebservicetocommunicatewithTheRaise r , ,thiscanincludeBlackbaudCRM,The Raiser sEdge,BlackbaudNetCommunity, , ,werecommendthatyouaddtheinstallationdir ectorytoyourantivirussoftware ,seethefollowingsections:lTheRaiser sEdge,BlackbaudNetCommunity,andDirectMar ketingonpage11lBlackbaudCRMandBlackbaudI nternetSolutionsonpage13lNetCommunityand ResearchPointonpage14lDirectMarketingand ResearchPointonpage14lDirectMarketing,Bl ackbaudNetCommunity,andResearchPointonpa ge15 TheRaiser sEdge,BlackbaudNetCommunity,andDirectMar ketingIfyouhaveTheRaiser ,beforeyouupgradeBlackbaudNetCommunityan dBlackbaudDirectMarketing, , , ,whichisInfinity-based, sEdge;youwillcontinuetouseTheRaiser ,perform, :TheRaiser sEdge,yourBlackbaudNetCommunitywebsite, ,youcanredirectwebsiteuserstoamaintenanc epageduringtheinstallationprocess.

6 Beforeyouinstall, Werecommendthatyouscheduleaminimumoffour hourstocompletetheprocess. BackupallBlackbauddatabases. IfyouhaveThe EducationEdge, , BackuptheCustomfolderintheBlackbaudNetCo mmunitydirectory. , , , , , , , , , , ,runoneofthefollowingcommands: C:\WINDOWS\ \Framework\ \ for32-bitmachinesor C:\WINDOWS\ \Framework64\ \ for64-bitmachines. , :BeforeyouupgradeyourBlackbaudprograms,y oumustsetthedefaultlanguageinMicrosoftSQ LS erverto English , , ,openSQLS erverManagementStudio,right-clicktheserv erinObjectExplorer, ,selectAdvanced,andintheDefaultLanguagef ieldunderMiscellaneous,select English. Toincludesearchfunctionalityonyourwebsit e,youmustinstallMicrosoft , ,seeyourSQLS erverdocumentation.

7 (PCIDSS).IfyouhaveTheRaiser , ,youwillreceiveanon-complianceerrorwheny ouupgradeTheRaiser :Duringtheupgrade,TheRaiser (PCIDSS).Therefore,werecommendthatyoucom pletetheinstallationprocesstoupgradeBlac kbaudNetCommunitybeforeyouupgradetoTheRa iser UpgradetoTheRaiser ,werecommendthatyouuseThe Raiser , , , ForBlackbaudDirectMarketing,ifyoudeploye dthedatawarehouse, , ,perform, ,youcanredirectwebsiteuserstoamaintenanc epageduringtheinstallationprocess. Beforeyouinstall, Werecommendthatyouscheduleaminimumoffour hourstocompletetheinstallationprocess. BackupallBlackbauddatabases. , , , , ,patch5, , , ,servicepack1, , ,runoneofthefollowingcommands: C:\WINDOWS\ \Framework\ \ for32-bitmachinesor C:\WINDOWS\ \Framework64\ \ for64-bitmachines.

8 , :BeforeyouupgradeyourBlackbaudprograms,y oumustsetthedefaultlanguageinMicrosoftSQ LS erverto English , , ,openSQLS erverManagementStudio,right-clicktheserv erinObjectExplorer, ,selectAdvanced,andintheDefaultLanguagef ieldunderMiscellaneous,select English. INSTALLCONSIDERATIONSANDUPGRADEPATHS13 Toincludesearchfunctionalityonyourwebsit e,youmustinstallMicrosoft , ,seeyourSQLS erverdocumentation. , (SaaS)solution,andBlackbaud sEdge,reviewtheconsiderationsinTheRaiser sEdge,BlackbaudNetCommunity, , , , (SaaS)solution,andBlackbaud ,perform, Beforeyouinstall, Werecommendyouscheduleaminimumoffourhour stocompletetheinstallationprocess. , , , , ,servicepack1, , ,14 CHAPTER2runoneofthefollowingcommands: C:\WINDOWS\ \Framework\ \ for32-bitmachinesor C:\WINDOWS\ \Framework64\ \ for64-bitmachines.

9 , :BeforeyouupgradeyourBlackbaudprograms,y oumustsetthedefaultlanguageinMicrosoftSQ LS erverto English , , ,openSQLS erverManagementStudio,right-clicktheserv erinObjectExplorer, ,selectAdvanced,andintheDefaultLanguagef ieldunderMiscellaneous,select English. (PCIDSS).IfyouhaveTheRaiser , ,youwillreceiveanon-complianceerrorwheny ouupgradeTheRaiser :Duringtheupgrade,TheRaiser (PCIDSS).Therefore,werecommendthatyoucom pletetheinstallationprocesstoupgradeBlac kbaudNetCommunitybeforeyouupgradetoTheRa iser UpgradetoTheRaiser , , , , ,BlackbaudNetCommunity,andResearchPointI fyouhaveTheRaiser ,beforeyouupgradeBlackbaudNetCommunityan dBlackbaudDirectMarketing, , , , ,whichisInfinity-based, sEdge;youwillcontinuetouseTheRaiser ,thisdatabaserunsseparatelyfromyourInfin itydatabasebecauseitisaSoftwareasaServic e(SaaS) ,perform, ,youcanredirectwebsiteuserstoamaintenanc epageduringtheinstallationprocess.

10 Beforeyouinstall, Werecommendyouscheduleaminimumoffourhour stocompletetheinstallationprocess. BackupallBlackbauddatabases. IfyouhaveThe EducationEdge, , , , , ,patch5, , , , , , , ,contactBlackbaudSupport. , , ,runoneofthefollowingcommands: C:\WINDOWS\ \Framework\ \ for32-bitmachinesor C:\WINDOWS\ \Framework64\ \ for64-bitmachines. , :BeforeyouupgradeyourBlackbaudprograms,y oumustsetthedefaultlanguageinMicrosoftSQ LS erverto English , , ,openSQLS erverManagementStudio,right-clicktheserv erinObjectExplorer, ,selectAdvanced,andintheDefaultLanguagef ieldunderMiscellaneous,select English. Toincludesearchfunctionalityonyourwebsit e,youmustinstallMicrosoft , ,seeyourSQLS erverdocumentation.