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This shows you the differences between two versions of the page.

--- sfx_update_procedures [2019/01/07 17:20]
127.0.0.1 external edit
+++ sfx_update_procedures [2019/03/29 15:41]
jmulvaney
@@ Line 1: / Line 1: @@
 ===== SFX Update Procedures =====
-ExLibris updates the Knowledgebase [KB] data as well as various software files and some of the manuals each week. All tasks are done through the [[http://sfxhosted.exlibrisgroup.com/sfxadmin/umass |SFX Admin]] unless otherwise noted.
+ExLibris updates the Knowledgebase [KB] data as well as various software files and some of the manuals each week. All tasks are done through the [[http://sfxhosted.exlibrisgroup.com/sfxadmin/umass |SFX Admin]] unless otherwise noted. HTML and Text reports for the week are available on Monday. The KB update page in the Content Corner is normally available on Tuesdays. We are unsure when exactly during the week our update is actually applied.
 Help with SFX terms is available at this [[http://www.carli.illinois.edu/products-services/link-resolver-sfx/sfx-glossary | SFX glossary]].
+KB Update Release Notes can be found at the [[https://knowledge.exlibrisgroup.com/SFX/Content_Corner | ExLibris Knowledge Center.]]
+  *As hosted customers, our update is applied a week later than the current update. This affects applicable software changes, new and removed targets, and other changes in SFX. Target name changes/deletions affect Menu Display logic and Target Precedence (needs to be changed manually or in sort_services_config eventually).
 ==== Tips and Notes  ====
-  * Update Release Notes can be found at the ExLibris Knowledge Center: https://knowledge.exlibrisgroup.com/SFX. Go to the Content Corner > Release Notes and limit by date.
+  * **Release Notes** for the next update can be checked for upcoming target deletions. Be sure they are deactivated, with object portfolios moved. Check for upcoming changes to targets. Export any target active portfolios that might be affected (e.g. previous titles that might be lost).
-  * As hosted customers, our update is applied a week later than the current update. Check applicable software changes, new and removed targets, and other changes in SFX. Target name changes affect Menu Display logic and Target Precedence (needs to be changed manually or in sort_services_config eventually).
+  * **KB Update Reports** are obtainable from SFX Admin>KBUpdate. Setting to "Yes" is supposed to retrieve only UMass active targets but does include UMass formerly-active targets, designated "Inactive".
-  * Update Release Notes for the next update can be checked for upcoming target deletions. Be sure they are deactivated, with object portfolios moved. Check for upcoming changes to targets. Export any target active portfolios that might be affected (e.g. previous titles that might be lost).
+      * **HTML Report:** Check Deleted and Updated "Targets, Target Services, Sources, Source Services." Test linking.
-  * KB Update Reports are obtainable from SFX Admin>KBUpdate. Setting to "Yes" is supposed to retrieve only UMass active targets but does include UMass formerly-active targets, designated "Inactive".
+      * **Text Report:** Important: Set to "Yes" and check Deleted Object Portfolios for possible previous title and other deletions in ejournal packages (ExLibris does delete our active object portfolios occasionally). Disregard databases with fluid content.
-      * HTML Report. Check Deleted and Updated "Targets, Target Services, Sources, Source Services" and "Linking Parameters". Test linking.
-      * Text Report. Important: Set to "Yes" and check Deleted Object Portfolios for possible previous title and other deletions in ejournal packages (ExLibris does delete our active object portfolios occasionally). Disregard databases with fluid content.
 === Weekly maintenance ===
-  * UNIX-side: Clean sessions subdirectory. This terminates live sessions so best to do in quiet times.
+  * **UNIX-side: Clean sessions subdirectory**. This terminates live sessions so best to do in quiet times.
           * Login UNIX-side.
           * ds
           * cd sessions
           * rm cgisess_*  (if done regularly, there is no need to breakdown with numbers and letters, e.g. rm cgisess_0* and rm cgisess_a*)
-          * (To exit without checking stats) da, exit
+          * (To exit without checking stats)
-  * UNIX-side: Check Stats tables.  Unix-side. da>./server_admin_util>5=Statistics>4=Show stats table monitor information>exit
+            * da
-       * Offline table limit is 1,000,000.  Check for unusually high number in Online table.
+            * exit
-       * Statistics are automatically moved from the online to offline file within a few days.
+  * **UNIX-side: Check Stats tables.**
-       * Statistics files are being archived by ExLibris 1-2 months after the beginning of the calendar and fiscal years, leaving at least 12 months in the offline file (as of 2016).
+      * da
+      * ./server_admin_util
+      * 5 (Statistics)
+      * 4 (Show stats table monitor information)
+         * Offline table limit is 1,000,000.  Check for unusually high number in Online table.
+         * Statistics are automatically moved from the online to offline file within a few days.
+         * Statistics files are being archived by ExLibris 1-2 months after the beginning of the calendar and fiscal years, leaving at least 12 months in the offline file (as of 2016).
+      *q
+      *exit
   * Check outstanding SFX support cases at [[https://exlidp.exlibrisgroup.com | Salesforce]]. Login to see support cases.
@@ Line 33: / Line 42: @@
   * Export directory cleanout. This seems to be automatically cleaned out as of 2016.
        * Web side: SFX Admin>Administration>UNIX File Manager>Export
-  * UNIX side: bX Statistics file cleanout
+  * **UNIX side bX Statistics file cleanout**
        * After notification that a successful harvest has occurred or every month or two, clean the OAI_REPOSITORY table.
-          * da, ./server_admin_util
+          * da
-          * 5=Statistics
+          * ./server_admin_util
-          * 9=Clean OAI_REPOSITORY table
+          * 5 (Statistics)
-          * 1=Delete all OAI_REPOSITORY table records
+          * 9 (Clean OAI_REPOSITORY table)
-          * y=erase all records in table OAI_REPOSITORY
+          * 1 (Delete all OAI_REPOSITORY table records)
-          * q, exit
+          * y (erase all records in table OAI_REPOSITORY)
+          * q
+          * exit
+  * **Statistics.** File monthly statistics run by cron and reported by email to DRMS email. See [[https://www.library.umass.edu/wikis/acp/doku.php?id=sfx_statistics_archives_files | SFX Statistics and Archives Files wiki page. ]]
 === Other Maintenance  ===
-  * Cron jobs: Check regularly as they have disappeared. These are presently running as scheduled jobs see: [[sfx_cron_jobs]]
+  * **sort services config**: See https://www.library.umass.edu/wikis/acp/doku.php?id=sfx_routine_maintenance#sort_servicesconfig
-  * Statistics: Set up to run the 14th of every month and generate an email for each query. We are currently running these queries each month: 2,3,4,5,6,8,10,11,12 (top 100 only for 10-12), plus 14 & 19 for calendar and fiscal years. Calendar and fiscal year statistics need to be run immediately as ExLibris is automatically archiving statistics older than 12 months. See [[https://www.library.umass.edu/wikis/acp/doku.php?id=sfx_statistics_archives_files | SFX Statistics wiki page]] for historic details.
+  * **Cron jobs:** Check regularly as they have disappeared. These are presently running as scheduled jobs see: [[sfx_cron_jobs]]
-  * NERS voting, ELUNA: An email from SFXList notifies when SFX potential targets or software is available for customer voting. See SFX in CORAL, access page has login.
+  * NERS voting, ELUNA: An email from SFXList notifies when SFX potential targets or software is available for customer voting. See SFX in CORAL, access page has login. See also https://www.library.umass.edu/wikis/acp/doku.php?id=sfx_routine_maintenance#support_cases_content_and_enhancement_requests for details.
-[[cknapp@library.umass.edu|Primary contact: Catherine Knapp]]
+//[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//