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Database Administration

With Raiser's Edge, there are several database administration tools to help you manage the database effectively. Take a course to help increase your efficiency with your database.

RAISER’S EDGE: DATABASE ADMINISTRATION 1

COURSE OVERVIEW
With Raiser’s Edge, there are several database administration tools to help you manage the database effectively. Learn how to define security, business rules, and customise the system to your organisation’s needs in this 3 hour instructor-led course. Through instructor-led scenarios, class discussions, and practice in the sample database, you will learn how to create security groups, and user accounts. You will also learn how to set predefined and user-defined business rules. In addition, you will create customised fields, attributes and table entries, and define addressee and salutation formulas.

Delivered: Online  |  Time Required: 3 Hours

TARGET AUDIENCE    
This course is designed for those responsible for database administration in Raiser’s Edge. Users with little to no experience with database administration will benefit from this course.

LEARNING OBJECTIVES
•    Create a security group and user account
•    Describe how to set predefined business rules
•    Create a user-defined business rule
•    List options for customising fields
•    Create an attribute
•    Create table entries
•    Define addressee and salutation formulas

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RAISER’S EDGE: DATABASE ADMINISTRATION 2

COURSE OVERVIEW
The Raiser’s Edge has several database administration tools to help you manage your database effectively. Learn how to manage duplicate constituent records and use global processes in this 3 hour instructor-led course. Through instructor-led scenarios, class discussions, and practice in the sample database, you will learn how to prevent, identify, and merge duplicate constituent records. You will also learn how to globally add, change, and delete data.

Delivered: Online  |  Time Required: 3 Hours

TARGET AUDIENCE    
This course is designed for those responsible for database administration in Raiser’s Edge. Users with some basic understanding of database administration will benefit from this course.

LEARNING OBJECTIVES
•    Define business rules to prevent duplicate constituent records
•    Run the Duplicate Constituent Management Tool
•    Merge duplicate constituent records
•    Add and change data on a group of records
•    Describe how to delete data from a group of records 

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RAISER’S EDGE: IMPORT 1

COURSE OVERVIEW
Do you have information in a spreadsheet format that you want to add to Raiser’s Edge? In this 3 hour instructor-led course, learn how to import constituents and gifts in to Raiser’s Edge. Through instructor-led scenarios, class discussion, and practice in the sample database, you will learn how to use Microsoft® Excel® tools to properly format your data file. You will also learn how to create an import parameter file and how to add information to existing records.

Delivered: Online  |  Time Required: 3 Hours

TARGET AUDIENCE    
This course is designed for those responsible for importing and reporting in Raiser’s Edge. Users with a basic understanding of Raiser's Edge fundamentals will benefit from this course.

LEARNING OBJECTIVES
•    Format a file for importing
•    Import new constituent records to the database
•    Update existing records with new information using the Import function
•    Import new gift records linked to existing constituents

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RAISER’S EDGE: IMPORT 2

COURSE OVERVIEW
Do you have information additional contact or relationship information that you want to add to Raiser’s Edge? In this 3 hour instructor-led course, learn how to import multiple addresses and relationships in Raiser’s Edge. Through instructor-led scenarios, class discussions, and practice in the sample database, you will learn how to use Microsoft® Excel® tools to properly format your data file. You will also learn how to create an import parameter file to add and update information on existing records.

Delivered: Online  |  Time Required: 3 Hours

TARGET AUDIENCE    
This course is designed for those responsible for importing and reporting in Raiser’s Edge. Users with some understanding of importing will benefit from this course.

LEARNING OBJECTIVES
•    Import multiple addresses for a constituent
•    Import a relationship for a constituent
•    Import addressees and salutations for a constituent
•    Use Import to clean up data

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RAISER’S EDGE: REFINING ADDRESSES AND ATTRIBUTES

COURSE OVERVIEW
Streamline and organise your addressees for easier data entry and cleaner mailings. Learn how to properly use and cleanup your addressees, salutations, and attributes in this 3 hour instructor-led course. Through instructor-led scenarios, class discussions, and practice in the sample database, you will learn how to group and quickly update your addressees and salutations. You will also learn how to refine your attributes.

Delivered: Online  |  Time Required: 3 Hours

TARGET AUDIENCE    
This course is designed for those responsible for creating and maintaining addressees and salutations in Raiser’s Edge. Users with some basic understanding of database administration will benefit from this course.

LEARNING OBJECTIVES
•    Identify best practices for addressees and salutations
•    Explain how to organise and update addressees and salutations
•    Identify best practices for attributes
•    Explain how to organise and update attributes

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RAISER’S EDGE: KEEPING YOUR DATABASE CLEAN

COURSE OVERVIEW
Your database is the foundation of everything that you do at your organisation. Records store data that you use to generate reports and mailings. Learn how to clean up and keep your database clean in this 3 hour instructor-led course. Through instructor-led scenarios, class discussions, and practice in the sample database, you will learn how to use Raiser’s Edge tools to identify cleanup areas and perform maintenance. You will also learn about preventing database issues that cause data to be inaccurate.

Delivered: Online  |  Time Required: 3 Hours

TARGET AUDIENCE    
This course is designed for those responsible for database administration in Raiser’s Edge. Users with an understanding of database administration will benefit from this course.

LEARNING OBJECTIVES
•    Identify the best practices for creating and maintaining a policies and procedures guide and associated resources
•    Discuss how to use Raiser’s Edge tools to identify database issues
•    Describe how to use Raiser’s Edge tools to clean up the database
•    Identify routine database maintenance tasks and the related Raiser’s Edge tools

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RAISER’S EDGE: SAP® CRYSTAL REPORTS® 1

COURSE OVERVIEW
Do you need to create a specific report for your organisation? In this 3 hour instructor-led course, learn how to create a custom report in SAP® Crystal Reports®. Through instructor-led scenarios, discussion, and hands-on practice in the sample database, you will learn how to navigate inside SAP® Crystal Reports®. You will also learn how to format, group, and use summary fields and access the report within Raiser’s Edge.

Delivered: Online  |  Time Required: 3 Hours

TARGET AUDIENCE    
This course is designed for those responsible for reporting in Raiser’s Edge. Users with a basic understanding of Raiser’s Edge fundamentals will benefit from this course.

LEARNING OBJECTIVES
•    Navigate in SAP® Crystal Reports® XI
•    Create a report in SAP® Crystal Reports®  Xl
•    Add summary fields to a report
•    Change the display order of groups
•    Use the Select Expert to filter data included in a custom report
•    View custom reports in Raisers Edge

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RAISER’S EDGE: SAP® CRYSTAL REPORTS® 2

COURSE OVERVIEW
Do you need to create detailed custom reports for your organisation? In this 3 hour instructor-led course, learn how to create an advanced custom report in SAP® Crystal Reports®. Through instructor-led scenarios, class discussions, and practice in the sample database, you will learn how to use formulas to define and format the information that displays in SAP® Crystal Reports®. You will also learn how to create a subreport that is linked to the main report.

Delivered: Online  |  Time Required: 3 Hours

TARGET AUDIENCE    
This course is designed for those responsible for reporting in Raiser’s Edge. Users with a basic understanding of SAP® Crystal Reports®will benefit from this course.

LEARNING OBJECTIVES
•    Describe the parts of formulas
•    Add formulas to create custom columns, format objects, and replace field data with text or other data
•    Create a linked subreport in SAP® Crystal Reports® XI
•    List the steps to create an unlinked subreport in SAP® Crystal Reports® XI
•    Format subreports in SAP® Crystal Reports® XI

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