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sfx_update_procedures [2019/03/06 17:48] cknapp [Tips and Notes] |
sfx_update_procedures [2019/03/29 15:38] jmulvaney [SFX Update Procedures] |
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| ===== SFX Update Procedures ===== | ===== 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]]. | Help with SFX terms is available at this [[http://www.carli.illinois.edu/products-services/link-resolver-sfx/sfx-glossary | SFX glossary]]. | ||
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| ==== Tips and Notes ==== | ==== 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. | + | * 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. 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). | + | * 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 affect Menu Display logic and Target Precedence (needs to be changed manually or in sort_services_config eventually). |
| * **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). | * **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). | ||
| * 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". | * 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". | ||
| - | * **HTML Report.** Check Deleted and Updated "Targets, Target Services, Sources, Source Services" and "Linking Parameters". Test linking. | + | * **HTML Report.** Check Deleted and Updated "Targets, Target Services, Sources, Source Services." 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. | * **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. | ||
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| * cd sessions | * 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*) | * 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. | * Check outstanding SFX support cases at [[https://exlidp.exlibrisgroup.com | Salesforce]]. Login to see support cases. | ||
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| * **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. | * 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. ]] | * **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 === | === Other Maintenance === | ||
| - | * **sort services config**: After renewal cycles (about 3 times/year) the sort_services.config file needs reordered. This file determines the order in which targets display on the SFX menu. Setting target order can be done via Target Precendence manually or by reordering the list at SFX Admin/Unix File Manager/config/sort_services.config. Here's how: | + | * **sort services config**: See https://www.library.umass.edu/wikis/acp/doku.php?id=sfx_routine_maintenance#sort_servicesconfig |
| - | * To prepare, it is a great time to run the "Incomplete Activations" report (UNIX side, da/ ./server_admin?util / 6-Diagnostics / 6=Report Incomplete Activations. Clean up any targets that are not completely activated. | + | |
| - | * Create a backup of the file by using the "C" button to copy and add ".bak" with date if you like. The file can then be restored if necessary. | + | |
| - | * Export all active targets. Check this list against the open sort_services.config file and make corrections to the file. | + | |
| - | * DO NOT INCLUDE bX or getRecommendation in the sort_services.config file. | + | |
| - | * Go to SFX Admin/Configuration/Menu Configuration/Menu Design/Simplified Template and Mobile Configuration/Service Precedence. Take a screen shot of the "Chosen service types" which may need to be restored when you are done. | + | |
| - | * Switch to Target Precedence. Click on "Run inport precedence wizard" | + | |
| - | * UNCHECK ALL except sort_services.config AND basic_grouping.config | + | |
| - | * SAVE | + | |
| - | * Restore menu groupings in Service Precedence if necessary. They do not need to be in the same order. | + | |
| - | * Test a target that you have added. | + | |
| * **Cron jobs:** Check regularly as they have disappeared. These are presently running as scheduled jobs see: [[sfx_cron_jobs]] | * **Cron jobs:** Check regularly as they have disappeared. These are presently running as scheduled jobs see: [[sfx_cron_jobs]] | ||
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| - | [[cknapp@library.umass.edu|Primary contact: Catherine Knapp]] | + | //[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]// |
