Blackbaud Foundations Install and Upgrade Guide

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3/22/2016 Blackbaud NetCommunity 7.0 BBNC for Foundations Install and Upgrade US

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BBNC for Foundations-2016

Installation and Configuration

System Requirements

Install the Blackbaud NetCommunity for Foundations Parts

Updates

System Requirements

Update the Blackbaud NetCommunity for Foundations Parts

Troubleshoot

Project IDs

Installation Steps

Database Configuration

Fusion Data Access Configuration

Configure RE Web Service

Diagnose Database Connection Issues

chapter 1

Installation and Configuration

System Requirements

Install the Blackbaud NetCommunity for Foundations Parts

TheBlackbaud NetCommunity for Foundations parts support the special needs of community foundations. These parts connect Blackbaud NetCommunity to The Raiser’s Edge and The Financial

Edge, as well as to the Fusion Labs product GrantedGE if it is available. With the parts, a foundation can allow online access for donors to view the foundation funds, their contributions, and the grants given from their funds.

To install the Blackbaud NetCommunity for Foundations parts, you run an installation wizard to place files in designated locations on your Blackbaud NetCommunity and The Raiser’s Edge web service servers. This wizard also installs and configures the Blackbaud NetCommunity for Foundations parts for use on your Blackbaud NetCommunity server. Finally, it prompts you to configure the database connections for The Raiser’s Edge, The Financial Edge, and GrantedGE.

With the installation wizard, you do not need to manually configure Blackbaud NetCommunity for

Foundations. However, if you need the instructions to manually install the package for troubleshooting purposes, see “Troubleshoot” on page 13 .

System Requirements

Before you install Blackbaud NetCommunity for Foundations, we strongly recommend that you familiarize yourself with the program's system requirements .

Install the Blackbaud NetCommunity for

Foundations Parts

To install the Community Foundation Portal parts, you use an installation wizard. If you have separate servers for Blackbaud NetCommunity and The Raiser’s Edge web service, you must run this installation wizard on both. The installation wizard installs and configures the Blackbaud NetCommunity for

Foundations parts for use on your Blackbaud NetCommunity server. The installation wizard also installs the plug-ins for The Raisers Edge web service and prompts you to configure the database connections for The Raisers Edge, The Financial Edge, and GrantedGE.

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Install Blackbaud NetCommunity for Foundations parts

1. To start the installation wizard, double-click the SetupFoundationPortal.msi file in the installation folder. The installation wizard appears.

2. Click Next. The license agreement appears.

3. Review the terms of the license agreement. To accept the license agreement, select I Agree.

You must accept these terms to proceed.

4. Click Next. The installation folder screen appears.

5. Select the location to install Blackbaud NetCommunity for Foundations. This should be the parent directory where Blackbaud NetCommunity is installed, not the individual folders for

Blackbaud NetCommunity or the The Raisers Edge web service.

6. Click Next. The configuration options screen appears.

7. Select the Blackbaud NetCommunity for Foundations features to install. The installation consists of two pieces: the Blackbaud NetCommunity for Foundations parts and the plug-ins for The Raisers Edge web service. You must install both pieces, but you only install them on the appropriate server. If Blackbaud NetCommunity and The Raisers Edge web service are on the same server, select both options. If they are on different servers, only select the piece to install on the current server.

8. Click Next. The parts options screen appears.

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9. Select the parts to install. You can install the Grant Request parts, the Fund Summary parts, or both. The Grant Request parts are only available if you have GrantedGE.

10. Click Next. The confirmation screen appears.

11. To review your installation settings before you install, click Back.

12. To start the installation, click Next. The installation wizard inserts various files and makes the necessary configuration changes to notify Blackbaud NetCommunity that these parts have been installed and are ready to use on your website.

13. After the installation wizard installs the Blackbaud NetCommunity for Foundation parts and begins to install the plug-ins for The Raisers Edge web service, the installation wizard automatically prompts you to configure database connections for The Raisers Edge, The

Financial Edge, and GrantedGE.

Note: If you configure the database connections in the configuration file for The Raiser’s Edge web service, the installation wizard does not prompt you for this information.

14. On the Database Connection Configuration screen, configure access to the databases for

GrantedGE, The Raisers Edge, and The Financial Edge as necessary.

In the Database field, enter a name to describe the database. We recommend simple, descriptive names such as “FE,” “RE,” and “GE.”

Note: If you already have database configurations with these names on the server, the appropriate one is selected when the screen appears.

b. In the Server Instance field, select the database server. If the database server does not appear in the list, enter the name of the server. To scan the network for database servers, click Browse.

In the Database field, enter or select the database on the server.

d. To use Windows credentials to access the database, select Windows authentication. If you select this security option, you must verify that the account that runs The Raisers Edge web service has permission to connect to the selected database.

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Warning: We recommend that you select Windows authentication only if you use the same server as the database. If you select Windows authentication and click Test, you only test the account that you logged in with, not the account that the RE Web Service uses. To test the database login account that the RE Web Service uses, select SQL Server authentication and enter the account credentials in the User and Password fields.

e. To use SQL Server credentials to access the database, select SQL Server authentication. In the User and Password fields, enter the user name and password to use to connect to the database.

Note: When The Raiser’s Edge web service is on a different machine than the database domain, the

NETWORK SERVICE domain account may not be reliable to connect to the database. If this is the case, we recommend you create SQL Server users with rights to the database domains and use these user accounts to connect to the database.

To save the configuration, click OK. If necessary, repeat steps a through d to configure additional database connections. The installation wizard only prompts you to configure database connections that are not in the configuration file for The Raiser’s Edge web service.

Note: The accounts that connect to The Raiser’s Edge and The Financial Edge connect in read-only mode. The account that connects to GrantedGE must have update capabilities.

15. After you configure access to the databases, you return to the installation wizard. The confirmation screen indicates whether the installation was successful.

16. To exit the installation wizard, click Close.

chapter 2

Updates

System Requirements

Update the Blackbaud NetCommunity for Foundations Parts

After you install Blackbaud NetCommunity for Foundations, you may need to upgrade to the latest version. To upgrade, you use the same installation wizard that you used to install the package. The wizard updates the files on your Blackbaud NetCommunity and The Raiser’s Edge web service servers and makes any changes to the Blackbaud NetCommunity for Foundations parts for use on your

Blackbaud NetCommunity server. Finally, the installation wizard prompts you to configure the database connections for The Raiser’s Edge, The Financial Edge, and GrantedGE.

System Requirements

Before you upgrade Blackbaud NetCommunity for Foundations, we strongly recommend that you familiarize yourself with the system requirements. You can access the system requirements on the

Blackbaud website at www.blackbaud.com

. On the website, click Products, System Requirements.

Update the Blackbaud NetCommunity for

Foundations Parts

To update the Community Foundation Portal parts, you use the same installation wizard that you used to install the package. If you have separate servers for Blackbaud NetCommunity and The Raiser’s Edge web service, you must run this installation wizard on both. The installation wizard updates the

Blackbaud NetCommunity for Foundations parts for use on your Blackbaud NetCommunity server and the plug-ins for The Raisers Edge web service. It also prompts you to update the database connections for The Raisers Edge, The Financial Edge, and GrantedGE.

Update Blackbaud NetCommunity for Foundations parts

1. To start the installation wizard, double-click the SetupFoundationPortal.msi file in the installation folder. The installation wizard appears.

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2. Click Next. The license agreement appears.

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3. Review the terms of the license agreement. To accept the license agreement, select I Agree.

You must accept these terms to proceed.

4. Click Next. The installation folder screen appears.

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5. Select the location to update Blackbaud NetCommunity for Foundations. This should be the parent directory where Blackbaud NetCommunity is installed, not the individual folders for

Blackbaud NetCommunity or the The Raisers Edge web service.

6. Click Next. The configuration options screen appears.

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7. Select the Blackbaud NetCommunity for Foundations features to update. The installation consists of two pieces: the Blackbaud NetCommunity for Foundations parts and the plug-ins for The Raisers Edge web service. You must update both pieces, but you only update them on the appropriate server. If Blackbaud NetCommunity and The Raisers Edge web service are on the same server, select both options. If they are on different servers, only select the piece to update on the current server.

8. Click Next. The parts options screen appears.

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9. Select the parts to update. You can update the Grant Request parts, the Fund Summary parts, or both. The Grant Request parts are only available if you have GrantedGE.

10. Click Next. The confirmation screen appears.

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11. To review your settings before you update, click Back.

12. To start the update, click Next. The installation wizard updates various files and makes the necessary configuration changes to notify Blackbaud NetCommunity that these parts have been updated and are ready to use on your website.

Financial Edge, and GrantedGE.

Note: If you configure the database connections in the configuration file for The Raiser’s Edge web service, the installation wizard does not prompt you for this information. Since you configure database connections during installation, you usually do not need to provide this information for updates.

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14. On the Database Connection Configuration screen, configure access to the databases for

GrantedGE, The Raisers Edge, and The Financial Edge as necessary.

In the Database field, enter a name to describe the database. We recommend simple, descriptive names such as “FE,” “RE,” and “GE.”

Note: If you already have database configurations with these names on the server, the appropriate one is selected when the screen appears.

In the Database field, enter or select the database on the server.

Note: When The Raiser’s Edge web service is on a different machine than the database domain, the NETWORK SERVICE domain account may not be reliable to connect to the database. If this is the case, we recommend you create SQL Server users with rights to the database domains and use these user accounts to connect to the database.

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16 f.

Note: The accounts that connect to The Raiser’s Edge and The Financial Edge connect in read-only mode. The account that connects to GrantedGE must have update capabilities.

15. After you configure access to the databases, you return to the installation wizard. The confirmation screen indicates whether the installation was successful.

16. To exit the installation wizard, click Close.

chapter 3

Troubleshoot

Project IDs

Installation Steps

Database Configuration

Fusion Data Access Configuration

Configure RE Web Service

Diagnose Database Connection Issues

To install the Blackbaud NetCommunity for Foundations parts, you run an installation wizard to place files in designated locations on your Blackbaud NetCommunityand The Raiser’s Edge web service servers. This wizard also installs and configures the Blackbaud NetCommunity for Foundations parts for use on your Blackbaud NetCommunity server. Finally, it prompts you to configure the database connections for The Raiser's Edge, The Financial Edge, and GrantedGE.

With the installation wizard, you do not need to manually configure Blackbaud NetCommunity for

Foundations. However, if you need the instructions to manually install the package for troubleshooting purposes or if you need to reconfigure the database connections, you can refer to the information in this chapter.

Project IDs

When Blackbaud NetCommunity for Foundations pulls a list of funds from The Raiser's Edge, it uses the fund record in The Raiser's Edge to determine the project ID in The Financial Edge. The program looks for this information in two locations. You must ensure the GL Project Number and ID are available on either the fund distribution record in The Raiser's Edge or the matching project record in The Financial

Edge.

• First, Blackbaud NetCommunity for Foundations accesses the fund record in The Raiser's Edge.

On the fund record, it accesses the fund distribution. On the fund distribution, the program looks for the GL Project Number and ID. If it finds the GL Project Number and ID, the process ends here.

• If the GL Project Number and ID is not on the fund distribution, the program searches the fund attributes for the FEProject attribute that is set up during the GE installation and configuration to integrate with The Raiser's Edge and The Financial Edge. The program then examines the

GL7Projects table in The Financial Edge database for a a matching project. On the matching record, the program then looks for the GL Project Number and ID.

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Installation Steps

To install the Blackbaud NetCommunity for Foundations parts, the installation wizard places files in designated locations on the servers for Blackbaud NetCommunity and The Raiser's Edge web service.

Then it runs a SQL script on the Blackbaud NetCommunity database. Next, the wizard begins to install the plug-ins for The Raiser's Edge web service and prompts you to configure the database connections for The Raiser's Edge, The Financial Edge, and GrantedGE.

The following sections contain information about the actions that the installation wizard performs. You can use these sections to troubleshoot the installation.

Database Configuration

After the installation wizard places the Blackbaud NetCommunity for Foundations parts and registers them with the program, it prompts you to configure the database connections to allow The Raiser's

Edge web service parts to access the databases for The Raiser's Edge, The Financial Edge, and

GrantedGE. To manually configure these connections outside the installation wizard, you can use the

Fusion Data Access Configuration utility to find these databases and connect to them. Then you can add configuration details to the RE Web Service configuration to select the database configurations to use.

Fusion Data Access Configuration

To use the Fusion Data Access Configuration utility, you must configure three domains, or database connections, to connect to The Raiser’s Edge web service from the databases for The Raiser's Edge, The

Financial Edge, and GrantedGE.

Note: The accounts that connect to The Raiser's Edge and The Financial Edge connect in read-only mode. The account that connects to GrantedGE must have update capabilities.

Configure domains for RE Web Service

1. In the “<RE Web Service>\Custom” folder, double-click FusionDataAccessConfig.exe to run the Fusion Data Access Configuration utility. In the Current Domains box, any existing domains appear.

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2. To create a new domain, click New. The Edit Database Connect Properties screen appears.

3. In the Domain field, enter a name to describe the database. We recommend simple, descriptive names such as “FE,” “RE,” and “GE.”

4. In the Server field, select the database server from the list of detected servers. If the database server is not listed, enter the name of the server. To scan the network for database servers, click the button beside the field.

5. In the Database field, enter or select the database on the server.

6. If you select Integrated Security, you need to verify that the account that the RE Web Service is running under has permission to connect to the selected database.

Warning: We recommend that you select Integrated Security only if you use the same server as the database. If you select Integrated Security and click Test, you only test the account that you logged in with, not the account that the RE Web Service will use. To test the database login account that the RE Web Service will use, do not select Integrated Security and enter the account credentials in the User ID and Password fields.

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7. If you do not select Integrated Security, enter a user name and password in the User ID and

Password fields to connect to the database. You can use a single user or multiple users for the three database domains. However, users must have read/write permissions for the GrantedGE database and read-only permissions for the Raiser’s Edge and Financial Edge databases.

Note: When the RE Web Service is on a different machine than the database domain, the

NETWORK SERVICE domain account may not be reliable to connect to the database. We recommend you create SQL Server users with rights to the database domains and use these user accounts to connect to the database.

8. You do not need to change the settings in the Max Connections, Application Name, and

Timeout fields, or in the Default Domain checkbox.

9. Click OK to save the configuration. You return to the Fusion Data Access Domains screen.

10. To create additional database domains, repeat steps 2 through 8.

Note: You must configure three domains, one each for your Raiser’s Edge, Financial Edge, and

GrantedGE databases

11. To exit the configuration utility, click Close on the Fusion Data Access Domains screen.

Configure RE Web Service

After you configure three database domains, you must add three lines to the RE Web Service configuration to tell it which database domains to use.

Configure RE Web Service

1. Open the Web.config file in the “<RE Web Service>” folder with a text editor such as Notepad.

2. Locate the “appSettings” section. This section starts with the <appSettings> tag and ends with the </appSettings> tag.

3. Add these three lines to the section:

Note: If you did not use “RE,” “FE,” and “GE” for your domain names, replace these values with the database domain names you configured in the Fusion Data Access Configuration utility

4. Save your changes and close the Web.config file.

Diagnose Database Connection Issues

Starting with version 5.6.0.9, Blackbaud NetCommunity For Foundations now includes the FS – DB

Connection Test Utility part. This part allows you to test the database configuration and the connection between the database and Blackbaud NetCommunity.

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Warning: Do not place the FS – DB Connection Test Utility part on your website This part is for diagnostic troubleshooting purposes only.

Test a database connection to Blackbaud NetCommunity

1. After you install Blackbaud NetCommunity For Foundations version 5.6.0.9, log in to Blackbaud

NetCommunity as an administrator and go to Parts. The list of part types now includes the FS -

DB Connection Test Utility part.

2. In the Parts gallery, locate the FS – DB Connection Test Utility part named “CFP – DB

Connection Diagnostic – Do Not Use In Website.”

Note: For new installations as of version 5.6.0.9, the installer creates this instance of the part. To create it for upgrades, run the Diagnostic Setup SQL script in the NetCommunity folder.

3. Click Click here to edit this part. The Edit Part screen appears.

4. In the Database to test field, select the database connection to test.

5. Click Test. The utility tests the database configuration and the connection between the database and Blackbaud NetCommunity.

6. After the utility tests the database connection, the results appear in the Test Results field.

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If the utility finds problems in the database connections, the Test Results field displays the type of problem. It also displays any exception message generated when the utility attempts to connect to the database or when it tests connection permissions to verify the appropriate rights are granted to the account that the RE Web Service uses to connect to the database.

7. Click Save. You return to parts.

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