disaster recovery for dynamics gp - bkd · 5/24/2018 · disaster recovery for dynamics gp may 24,...
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Disaster Recovery for Dynamics GPMay 24, 2018
To Receive CPE Credit• Individuals
Participate in entire webinar
Answer polls when they are provided
• Groups Group leader is the person who registered & logged on to the webinar
Answer polls when they are provided
Complete group attendance form
Group leader sign bottom of form
Submit group attendance form to [email protected] within 24 hours of webinar
• If all eligibility requirements are met, each participant will be emailed their
CPE certificate within 15 business days of webinar
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INTRODUCTIONS
Charles Allen Senior Managing Consultant• More than 27 years of experience
• Microsoft MVP
AGENDA • How Do I Start Planning?
• What Are the Chances?
• Backups
• Posting Journals & Reports
• SQL Server Options
• Q&A
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How Do I Start Planning?
HOW DO I START PLANNING?
Think About the Effects of a Disaster on Your Business
• Lost or delayed sales or income
• Increased expenses
• Regulatory fines
• Contractual penalties
• Customer dissatisfaction or defection
• Delay of new business planshttps://www.ready.gov/business-impact-analysis
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HOW DO I START PLANNING?
• Conduct a Business Impact Analysis Questionnaire of individuals with detailed knowledge of the business
• Prepare a Business Impact Analysis Report
• Create a Business Continuity Plan
• Create a Disaster Recovery Plan
BUSINESS CONTINUITY PLAN
https://www.ready.gov/business/implementation/continuity
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Disaster Recovery
Technology recovery strategies should be developed to restore hardware, applications & data in time to meet the needs of the business recovery
What Are the Chances?
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WHAT ARE THE CHANCES?
“It’s better to deal with possibilities than likelihoods.”
Early Autumn, Robert B. Parker
WHAT ARE THE CHANCES?
Do You Know Anybody Affected by These Disasters?
• Hurricane Maria – Category 4 hurricane in Puerto Rico, total island blackout
• Hurricane Irma – Category 3 hurricane upon landfall, 73.33% of Florida homes lost power
• Hurricane Harvey – Category 4 hurricane in Southwest & Southeast Texas, 31% of the nation’s oil refining capacity affected
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WHAT ARE THE CHANCES?
• Power Outage – 75%
• Hardware Error – 52%
• Human Error – 35%
• Virus/Malware Attack – 34%
• Natural Disaster – 20%
• On-site Disaster – 11%
WHAT ARE THE CHANCES?
Cost of Downtime
• One hour of downtime – $8,000 for small businesses to $74,000 for midsize companies to $700,000 for large companies (IT Disaster Recovery Preparedness Council)
• Over half of companies in a survey had experienced a downtime event of longer than eight hours https://www.zetta.net/resource/state-disaster-recovery-2016
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WHAT ARE THE CHANCES?
Ransomware
• Restricts access to data by encrypting files or locking computer screens
• It then attempts to extort money from victims by asking for "ransom," usually in form of cryptocurrencies like Bitcoin, in exchange for access to data
https://www.microsoft.com/en-us/wdsi/threats/ransomware
Backups
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Back Up Your Databases
• SYSTEM (a/k/a DYNAMICS) Database
• Company Databases
• Related Application Databases (SmartConnect, Management Reporter, etc.)
• Sample plan
Item When Minimum Time to Keep
Transaction Log Hourly Two Weeks
Database & Transaction Log
Every Day Two Months
BACKUPS How Often?
• After creating a database*
• Before performing an operation that isn’t logged
• Before & after using database maintenance procedures
• Before & after data recovery procedures
• Before & after installing additional products
*Back up DYNAMICS before creating a new company
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BACKUPS • SQL Server Maintenance Plan – Use this tool to create a backup plan that can be scheduled & include multiple steps, like deleting old backups & optimizing the database
• Back up from within GP – From the Maintenance menu
To local hard drive
To Azure
BACKUPS Other Databases
• Master database – The system database for SQL Server, it stores information about the databases & logins as well as other information Back up on a scheduled basis & if you
add/remove databases & logins
• MSDB database – Stores the scheduled tasks Back up on a scheduled basis & if you
create/modify/delete scheduled tasks
• ReportServer – Stores SSRS reports
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BACKUPS • Forms.dic – This & other forms dictionary files contain modified windows in GP
Make a backup prior to modifying windows
• Reports.dic – This & other report dictionary files contain modified reports in GP
Make a backup prior to modifying windows
• You should also export modified reports & windows to a package file from the Customization Status window
BACKUPS Other Types of Files
• Mekorma Check Formats
• FRx Files
• Integration Manager Databases
• OLE Notes
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BACKUPS • Check the DYNAMICS.SET file on every workstation to check where the dictionary files are stored
• Some workstations may store local copies of the files
BACKUPS • Back up the Dynamics GP folder before you install new applications, apply service packs or install upgrades
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BACKUPS Tables
• SQL Server does not have an explicit table backup function
• Use the Select * Into phrase to create a table backup
Example: Select * From RM00101 Into RM00101BACKUP
• Create the backup in a separate database to avoid expanding the production database unnecessarily
BACKUPS Virtual Environments
• Back up the virtual disk at least nightly
• Keep in mind what can be lost if restoring to the previous night backup
• Continue to use the backup strategies for data & files in addition to backing up the virtual disk
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Posting Journals & Reports
POSTING JOURNALS & REPORTS
• Posting journals can be printed to files automatically to save them in case you need to enter data
Adobe PDF File is only available if Adobe Acrobat is installed
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POSTING JOURNALS & REPORTS
• Export modified reports (& forms) to package files
POSTING JOURNALS & REPORTS
• Management Reporter
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POSTING JOURNALS & REPORTS
• SQL Server Reporting Services
SQL Server Options
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SQL SERVER OPTIONS
• Replication – Copies & distributes data to another database & location
Snapshot & transactional replication
One-way only
• Clustering – A collection of two or more physical servers with access to shared storage https://www.mssqltips.com/sqlservertip/1541/getting-started-with-sql-server-clustering/
SQL SERVER OPTIONS
• Log shipping & database mirroring
Log Shipping is a basic level SQL Server high-availability technology that is part of SQL Server
An automated backup & restore process that allows you to create another copy of your database for failover https://www.mssqltips.com/sqlservertip/2301/step-by-step-sql-server-log-shipping/
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Database Maintenance
• Keep statistics updated
Using Maintenance menu in GP
SQL Server Maintenance Plan
• Recompile stored procedures
Using Maintenance menu in GP
SQL Server Maintenance Plan
• Database consistency checking
Using SQL Query
SQL Server Maintenance Planhttps://mbs.microsoft.com/customersource/northamerica/GP/learning/documentation/how-to-articles/MSD_GPRecommendedMaintenanceSQLDatabases
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Time for Some Q&A
BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered.
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CPE CREDIT
• CPE credit will be awarded upon verification of participant attendance; however, credits may vary depending on state guidelines
• For questions, concerns or comments regarding CPE credit, please email BKD Learning & Development Department at [email protected]
Thank You!Charles Allen, Senior Managing Consultant
713.499.4629 | [email protected]
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