03/07/2019
Database Management and Cleanup Tips in Raiser's Edge
Raiser's Edge databases are a tricky thing to keep clean. It's like keeping your bedroom clean when you were a kid (some of us still are big kids); there are tons of places to hide things, and sometimes no matter how much cleaning you do, sometimes it still looks cluttered.
Here are a few things to consider re: database management and cleanup:
• Have scheduled cleanup tasks (a.k.a. "integrity checks") that you do on a regular basis. Some tasks will need to be addressed monthly, while others quarterly, or yearly.
• Your constituents have the right to see what's in their So, while everything is important, anything that is sent to constituent by mail, email, or web, should be prioritized in your cleanup efforts. This includes, but not limited to: name (addressee/salutation), address, gift details, etc.
• Clean up parts of Raiser's Edge that directly affect the most users/constituents before others. I know each DBA out there (including me) has their pet projects, but it's for the greater good.
Business Rules and Security Settings in Raiser's Edge
Is your Raiser's Edge database configured the way you need it? It never hurts to audit it periodically. The needs of your organization change over time, and so should your Raiser's Edge database configuration. Here are some key areas to check as part of your audit:
• Business Rules: focus on checking duplicate criteria, gift options, constituent options and user defined rules. You shouldn't need to make many changes, but reviewing is key. User defined rules will likely change the most.
• Security settings: review security groups 1-2x per year (this should be part of your year-end audit at the very least), and add/remove users as needed (assigning them to one security group in Raiser's Edge). Restrict the number of users that have "Supervisor" rights to two (2) if possible.
• Bonus: review other things in Configuration such as Letters, Tables, and Addressees/Salutations as these tend to change at least annually (in many organizations I've worked at least!).