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Updating Fund Raising report summaries

You can update the report summaries manually on an as-needed basis, or, if you are using Microsoft SQL Server to host your iMIS database, you can configure SQL Server to run the updates automatically.

If you want to run updates automatically, you must enable the SQL Server Agent ASI Update Fundraising Views job that is installed when you install or upgrade to iMIS version 10.6. The job is preconfigured to run at 2:00 AM daily once it is enabled, but you can change the schedule to fit your business needs.

Note: Avoid running updates during hours when iMIS usage is heavy to avoid impacting performance.

Before you begin

iMIS version 10.6 must be installed.

To manually update the Fund Raising summaries

To enable automatic update of the Fund Raising summaries

  1. Select Start > Programs > Microsoft SQL Server > Enterprise Manager.

    The Enterprise Manager window opens.

  2. In the Enterprise Manager tree pane, browse to [your iMIS SQL Server] > Management > SQL Server Agent > Jobs.

    The details pane displays the scheduled jobs on the local default instance of SQL Server on the iMIS Analytics host.

  3. Double-click the ASI Update Fundraising Views job.

    The ASI Update Fundraising Views dialog appears.

  4. Check the Enabled checkbox.
  5. Click OK.

    The job is now enabled to run daily at 2:00 AM. If you need to run the updates on a different schedule:

    1. Click the Schedules tab.
    2. Click Edit.

      The Edit Job Schedule dialog appears.

    3. Click Change.

      The Edit Recurring Job Schedule dialog appears, displaying the current schedule for the ASI Update Fundraising Views job.

    4. Modify the schedule and click OK several times to close all open dialogs.
  6. If the SQL Server Agent is not already started, right-click the SQL Server Agent icon and choose Start.

    Note: After you enable the ASI Update Fundraising Views job, make sure that SQL Server Agent is configured to start whenever the operating system restarts.

To enable SQL Server Agent to autostart after the operating system restarts

  1. Choose Start > Programs > Microsoft SQL Server > Enterprise Manager.

    The Enterprise Manager window opens.

  2. In the Enterprise Manager tree pane, browse to [your iMIS SQL Server].
  3. Right click [your iMIS SQL Server] and select Properties from the right-click menu.
  4. On the bottom of the General tab, make sure Autostart SQL Server Agent is checked.
  5. Click OK.

See Also

Reporting performance for large Fund Raising data sets


ASI logo 10.6 Production Release. Updated 2/10/2006 4:03:09 PM
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