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February 25th, 2014 by

The Integrity Checker is a Saleslogix data management tool to help administrators keep their Saleslogix system healthy. This handy utility can help you locate data issues and correct them without being a SQL or database expert.

Integrity Checker is installed with the Administrative Tools for Saleslogix.  The Integrity Checker can be launched two ways from within the Saleslogix Administrator. One way to launch the tool is through toolbar icon in the Administrator (see below) or the second way is by using the menu by accessing Tools | Integrity Checker option.   Both launch points will take you to the same starting point.

Outside of the Administrator, the Integrity Checker can be launched from the executable directly.  See below for the path to the executable.

To run the Integrity Checker:

First step is to login into your server where your Saleslogix Administrator is installed (These steps might vary depending if you are using Saleslogix Cloud, have Saleslogix on premise, or use path variations for Operating System editions).

Note:  The Integrity Checker is not a web-based tool and is NOT launched from the web client.

  • Login to the Administrator as the Admin user
  • Either select Tools | Integrity Checker… from the menu options (or select the toolbar icon)

Or

  • Open Windows Explorer
  • Browse to the Saleslogix folder
  • Double-click the executable to launch the Integrity Checker

C:\Program Files\Saleslogix\SLXDBChecker.exe

  • You will be prompted to login to the application to launch the application.

The basic syntax for running and displaying the results is slightly different for each version of Integrity Checker and Saleslogix.  So, I will provide less “how to” and more strategy for fixing results, once you get them.

Saleslogix has had the integrity tool built in (out-of-the-box) for a very long time. It has continued to improve with each version update, adding improved features and useful tests each time. Overall, it is quite a useful tool for Saleslogix administrators, Saleslogix business partners, and in its efforts to support troubleshooting.

As with any tool or process that can change data in a database, there are a few statements of disclaimer to receive the highest return for your efforts:

1. Ask users to log out to keep changes from impacting them.

2. Perform off hours to keep workers productive during working hours.

3. Back up your Saleslogix database with “Verify” options set.

4. Make sure that processes like the Synchronization Server are not running, if remotes are in use.

These disclaimers are our way of saying to be careful because there is no undo button.

There are two parts to the Integrity Checker.  The first part is the identification of potential issues.  Running the “Tests” will help you identify potential issues with the database.  The second part of the tool is the correction of the test results which are ‘Repair’ options.

Below are some common “questions and answers” related to running the Integrity Checker:

1. Will running tests change the data?  Running Tests does not change records in your database until the Repairs are selected and ran.

2. If I ran the Integrity Checker and I get test results with counts for bad records, how do I clean the records up? Which types of test results should be repaired vs. analyzed?  How often should I run the Integrity Checker?

Basic Integrity Checker Strategy:

I. Look for non-zero results.

Results that come back with 1 or more issues should be reviewed.  Ideally the Integrity Checker should come back with a list and everything has a zero count on the issues.

II. Save the results to a file for review.

Make sure that you include the checkbox to save the results to a file for review.  Note: When you update the options from ‘Test” to ‘Repair’ change, try to make sure that you change the name of the file so that the original file is not overridden.

III. Repair the “no Brainer” items first.

  • When there are results with the Integrity Checker, there are several types of “clean up” actions to consider:  Delete, Set, Clear, Create, Uppercase, Insert Fix, etc.
  • Most of the repairs should be made without much regard to the repair task.  I will repair the following in almost all instances:  Create, Uppercase, Insert, Fix

IV. Ask where you need assistance.

Note: Some Repairs should be reviewed and ran by someone who knows the data or is willing to make a decision about the data.  The test repairs that cause me to pause and review further are:

  • Delete, Set, Clear
  • In the case corrective action is needed to take place instead of deleting records
  • In the case blanking out records which might cause hardship with user and their ability to work.  I try to ask the user about the records first.

Contact us here at Simplesoft if you run into something that you are not sure how to repair.

V. Run the Integrity Checker monthly.

  • The basic recommended timing for running the Integrity Checker is monthly.  My recommendation is for the administrator to have a monthly scheduled task to run the Integrity Checker and then cleanup any unexpected results.
  • Note: For troubleshooting, whenever the need arises, run the Integrity Checker for an Ad Hoc analysis of potential data related issues.

Final Recommendation: Run the Integrity Checker once a month to get the most benefit from the integrity features built into Saleslogix.  It is best to run the Integrity Checker off hours rather than potentially have down time during the user operational hours, but scheduling will largely depend on the administrator’s preference. The most important part is to take the corrective repair actions in keeping your Saleslogix system and data running fully operational.

“You shouldn’t presume that all quotes that are in a magazine or a newspaper are accurate.”–Andrew Card

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WVCharlotte, NC

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February 19th, 2014 by

Have you performed your system checks recently?

As Saleslogix system administrators, you need to mind the system checks and keep the shop tidy.  Two things come to mind right away as higher priority checks.   The only way to know your systems are running correctly for sure is to take the time to review the logs and confirm the results.

Reminder #1 – Confirm your database and system backups

First, if you are on premise you need to tend to the presumed confirmations that your database backups are being successfully performed – according to your maintenance plans.  Note: If you have a Saleslogix cloud deployment, this database step is being performed on your behalf.

Reminder #2 – Run your Saleslogix Integrity Checker

Secondly, in Saleslogix there is a built in tool that allows a Saleslogix administrator to review the health of their Saleslogix platform.  The handy utility is called the Integrity Checker and is an out-of-the-box application to check the database integrity and confirm the status of the Saleslogix data.

For the administrator, there are many things to think about to keep your systems running in top shape.  Here are a couple of easy tasks to put on a recurring reminder and check as needed.  Remember that your business data is the lifeblood of your company.  Call us for additional training or support assistance.

“An intelligent person armed with a checklist is no substitute for experience.”Joy Gumz

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

http://www.simplesoft.net/blog/wp-content/uploads/2012/11/SS-Border.png

Dayton/Cincinnati, OH | Charleston, WVCharlotte, NC

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