IT Utilities - Counterpoint

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IT UtilitiesDatabase Backup . 3Configuration Path Settings . 3Enabling Automatic Backups . 4Installing and Starting Backup Services . 4Running a Backup on the Server . 5Creating the Shortcut . 5Running the Backup . 5Backup Verification. 6Running the Backup From the Traffic System . 7Running the Backup From the Affiliate System . 7Backup Failure Notifications . 8Backup Troubleshooting Tips . 9BAT File Setup . 11Counterpoint Software Version. 12CSI Copy Database . 13Setup Instructions. 14Manual Procedure . 14Automatic Configuration . 15Additional Details. 16CSINetUtilities . 17CSI Server Mngr.EXE . 18DB Unzip . 19Running DB Unzip . 19Results . 19DDF Reorganize. 20Running DDF Reorganize . 20Running DDF Offset . 21DSN Setup . 22Steps to Create a DSN on the Server . 22Windows 64 Bit PC . 22PSQL Control Center . 22Create DSN . 22Email Configuration . 25Logo Specifications . 26Custom Logo . 26Report logo . 26JPG Logo . 26BMP logo . 26GIF logo for the Web Site . 26Logo on Certificate of Performance . 26Multiple Logos on Invoices . 27Troubleshooting Report Logo Issues . 27New User Setup . 28

Open Port 5305 . 29Passwords . 29Strong Passwords . 29Changing User Passwords . 30Automatically . 30Manually Changing a Password . 30Registering Components in Windows . 31Register Fix Options . 31Find the Files . 31Copy the Files . 31Register the File . 31mscomctl.ocx . 31Using CSIRegisterAid . 32Shortcuts: Traffic, Affiliate, and Live Log . 33System Shutdown . 34Information Fields . 34Procedures to Sign On . 35Task Monitor . 36Test Traffic Database . 37How to setup a Test Traffic System . 37Install test software and copy current database to test data folder . 37Create a test Traffic.ini . 37Create Counterpoint Traffic Test System Shortcuts . 37User Options Overview . 39User Status Screen . 40Accessing the User Status Screen. 40Activity Log . 41User Status Buttons . 41View Blocks . 42Lockable Tasks . 42Viewing Blocks . 43Sample Block . 43Block Utilities . 43Unblocking/Unlocking a User . 43Refresh . 43Web Server Logo Specifications. 44Logo Dimensions. 44Editing the File . 44File Format . 44File Name . 44Counterpoint Hosted Web Server . 44Non-Counterpoint Hosted Web Servers . 44support@counterpoint.net2

Database BackupThe importance of backup systems can be easily understood because computers are electronicitems, and they can be prone to failure. The most threatening kind of failure is data loss orcorruption of data. Once you lose or corrupt your data, you have no other option than restoring itfrom the backup taken before data corruption or deletion. Ignoring the importance of systembackups may cause permanent loss of important data.No matter how sound technology your computer has, no one can guarantee that it will never fail.You should take regular backups of your important data files and copy them to a safe location.A Counterpoint backup automatically:1.2.3.4.5.Determines what data to backupSelects the files and folders with your dataAllows you to set a backup scheduleRuns entirely at the serverConfirms your backupThe benefit of the Counterpoint backup is that your data is stored in a convenient zip file format.This format can be used for any emergency restore purposes or by Counterpoint support toanalyze data issues.The backup service is the CSI Server program and is a windows service. Windows serviceprograms run 24/7 and will automatically be re-started if the server is re-booted. It is responsiblefor starting automatic backups and is also the communications gateway between theCounterpoint Applications and the backup process. It uses the settings defined in CSI Server.inito determine where items are located.Configuration Path SettingsThe CSI Server.ini contains database path and other settings to specify where certain foldersare located. Browse to the folder X:\CSI\Prod\Exe and open the CSI Server.ini file.Note: The drive letter X being shown in these examples will be replaced with your actual driveletter. This drive letter should not be a mapped drive letter and should be the drive letter whichis local to the server itself.Database X:\CSI\Prod\DataTestDatabase X:\CSI\Test\DataSaveData X:\CSI\prod\SaveDataZeroBtr X:\CSI\prod\zero btrLogFile X:\CSI\prod\Data\Messages\CSI Server Log.txtsupport@counterpoint.net3

Change these settings to properly match with your server. For instance, if the CounterpointApplications are installed on drive C: in the CSI\Prod\Exe folder then the settings would be setas follows:Database C:\CSI\Prod\DataTestDatabase C:\CSI\Test\DataSaveData C:\CSI\prod\SaveDataZeroBtr C:\CSI\prod\zero btrLogFile C:\CSI\prod\Data\Messages\CSI Server Log.txtEnabling Automatic BackupsBackups can be configured to run at a specific time each day. The CSI Server.ini file containsthe settings that determine when the backup is to run.To change these settings, browse to the X:\CSI\Prod\Exe folder and open the CSI Server.inifile. Scroll down in the file and locate the section [Backup]. Below is an example section. Basedon these settings the backup will run at 2:00 am every day except on Saturday and Sunday.[Backup]Enabled 1WeekDays 1111100Interval 86400StartTime 2:00amMonthDaysToRun WeekNumber TimeSlot Exe X:\CSI\Prod\\Exe\CSI Backup.exeStartInFolder CommandLine C:\CSI\Prod\Data, autoKeepProgramRunning 0Installing and Starting Backup ServicesTo start the backup service, browse to the folderX:\CSI\Prod\Exe\CSI Server MNGR.exe, and double click onthe program CSI Server Mngr.exe.Click “Instal;”, then “Start”.The green light will show stating that the service is nowrunning.You can now close this screen.support@counterpoint.net4

Running a Backup on the ServerRunning the CSI Backup program directly can only be done on the server. All client PC’s needto run backups from within the Counterpoint applications only.Creating the ShortcutFirst create a shortcut for CSI Backup. Locate CSI Backup.exe in the X:\CSI\Prod\Exe folder.A new shortcut will be created in the same folder called “Shortcut to CSI Backup.exe”. Rightclick on this shortcut and select “Properties” from the popup menu. Change the “Start in”parameter to the data folder to backup.Next, click on the “General” tab and change the name to something that identifies the databaseto be backed up.When finished, click on “OK”.Running the BackupYou are now ready to run the backup. Double click on the shortcut icon just created. The mainscreen shows the database path to backup. The status window shows we are running in manualmode and also shows other information loaded from the INI file.The “Browse” button can beused to locate a differentdatabase to backup. Select“System to Backup”.Automatic backups alwaysbackup both Traffic andAffiliate.Press “Backup” to start theprocess.Do not close the backupwindow while backup is running.Each step being performed during the backup process is shown in the status window.support@counterpoint.net5

When the backup is completed, you will see the message, “Backup completed successfully”.The backup window can then be closed.Backup VerificationBackup verification can be done fromwithin the Traffic or Affiliate system byviewing the information in theAccessories- Messages Viewer.Any user that has access to “SiteOptions” can verify the last backup andchange the days and time that thebackup runs.They will need to contact Counterpoint Support for the Site Options password, and then selectthe Site Options- Bkup tab.Once the “Using CSI Backup” option has been checked, any day and time changes that aremade here are automatically updated to the CSI Server.ini. Indicate that you are using the CounterpointBackup program, select the days on which you wish to run your backup, and enter atime to run the backup that will not interfere with any other programs running on yourserver The file name will appear in the yellow field automaticallyonce you run a backup. The naming structure is T A (Traffic and Affiliate), the databasename as defined in “Client Name Abbreviation” (Site Options- General), themonth/date/year, the database version, and the DDF file datessupport@counterpoint.net6

The File Location, Date, and Time of thelast backup will automatically update. The backup is saved in the CSI\Prod\SaveDatafolderThe file size of the last backup will automatically updateRunning the Backup From the Traffic SystemSelect “Task”, “Backup”, “Complete System Backup”.Running the Backup From the Affiliate SystemSelect “File”, “Backup”, “Complete System Backup”.The backup screen will display showing when the lastbackup was performed along with the current backup state.Press “Start” to begin and you will see the current backup status as the backup progresses. Youcan close the Counterpoint Backup Screen and continue working within Counterpoint as thebackup progresses.If a manual or automatic backup is currently in progress, the “Current backup state” will say thata backup is currently in progress and will disable the “Start” button to prevent two backups fromrunning at the same time.support@counterpoint.net7

Backup Failure NotificationsIf any errors occur during the backup process, you will receive an error message.Access the server where backups are running and browse to the X:\CSI\Prod\Exe folder.Double click on the CSI Backup shortcut program to attempt a manual backup.CSI Backup will detect this condition and the error message will be shown in the status window.“WARNING: Database files are stuck in Continuous mode.”1. Click “Take Files out of Continuous Mode” to resolve the issue.2. You will be prompted whether to open each file or not. Select “Yes”. Select “Yes” tellsCSI Backup to open and hold each file open until PSQL has rolled the delta files back into the main table.3. If CSI Backup is still unable to resolve the issue, ensure all users are logged off theserver and re-boot it. After the server has restarted, run CSI Backup again and click thebutton “Take Files out of continuous mode”.support@counterpoint.net8

Backup Troubleshooting TipsVerify CSI Server is runningRefer to “Starting the backup service” and verify the traffic light is green.Verify Port 5305 is OpenThe Windows Firewall on certain machines block ports over 5000. Port 5305 must be opened torun the Counterpoint Backup and to prevent a lag in sign on time. Select Counterpoint on theExceptions tab, or manually open port 5305 in Windows Firewall to allow Counterpoint tocommunicate using Port 5305.Verify CSI Server is logging messagesCSI Server will detect when its ini file is changed within 15 seconds. A good test to verify ifCSI Server is running ok is to open the CSI Server.ini file and save it and then verify thatCSI Server properly detected this. Do the following actions to perform this check.Open the file X:\CSI\Prod\Exe\CSI Server.ini file and from the main menu select “File”, “Save”,then select “File”, “Exit”. Wait at least 15 seconds and then browse to theX:\csi\prod\data\messages folder and verify that the CSI Server Log.txt files date and time isset to approximately the current time when the save was performed. You can also open theCSI Server Log.txt file and verify that the following statement was recently written to it,“CSI Server.ini settings are being reloaded”. This statement will be followed by all sectionsdefined as well.If this test did not work it may be due to a previous version of the CSI Server being stuck.Perform the steps outlined in the next section called “How to remove a previous stuck version ofCSI Server”Un-installing a previous version of Backup ServicesIf a previous version of the backup gets stuck in Continuous Mode, you may have to uninstallthe version.To remove an already running backup service, browse to the folderX:\CSI\Prod\Exe\ and double click on the programCSI Server Mngr.exe.Click “Stop”, then “Remove”. The yellow light shows stating that theservice is now stopped and un-installed.You must now restart the PC.support@counterpoint.net9

Once the PC has restarted, Start the Backup Services by clicking“Install”, then “Start”.The green light will show stating that the service is now running.You can now close this screen.Backup Has Not Occurred Warning MessageOccasionally, this message will appear to Traffic and/or Affiliate users:The CSI Server.ini database path specifies where the database is located that should bebacked up. The database cannot be on a mapped drive and must be on the same machine onwhich PSQL is installed. Check Site Options- Backups, to determine the date of the last backupLook in the SaveData location and verify the date of the last backupo The save location for the backup file is specified on the SaveData path on thecsi server.ini fileThe save data folder can be on a mapped driveDZIPLOG.TXT lists the files that were backed up as well as any files that were skippedo DZIPLOG.TXT and can be found in the users system directory, most likelyC:\WinntStop/Start CSI Server Manager, and see if this resolves the warning messagesupport@counterpoint.net10

BAT File SetupIT must also create a BAT file for the autoimport with the following setup:REM Notes (the word REM means a REMARK line)REM the next line must be changed to match the customer’s server nameNet Use M: \\SERVER NAME\CSIREM Change to the M driveM:REM Set the working folderCD\CD prod\dataREM Start the import processM:\prod\exe\Affiliat2.exe autoimportREM PauseSave the BAT file in the C:\CSI\PROD\EXE folderHere is an example of the BAT file setup (Note: Save the file as a .BAT file not a .TXT)support@counterpoint.net11

Counterpoint Software VersionOccasionally Counterpoint support will need to know the exact version of Counterpoint you arerunning to troubleshoot an issue. The version, build number, and patch number (if applicable) isdisplayed in the Counterpoint Traffic and Affiliate header.In this example: System on Counterpoint is the user name V7.0 is the software version B0211 is the Build number If applicable, P## would display the patch numbersupport@counterpoint.net12

CSI Copy DatabaseThe CSI Copy Database utility can be used to copy database backup zip files from a sourcefolder to a destination folder. It both copies database backup files and verifies that the file wascopied successfully and is valid.Database backups that have not yet been copied to the destination folder are displayed at thetop of the screen with a green box to the left of the filename. All the files with a green box nextto them will be copied when the Copy process runs. To deselect a zip file from being copied,click once on the green box. Click the box a second time to reselect the zip file for being copied.The source folder and destination folder must be set manually the first time the utility is run. Theutility saves the last used source and destination paths and will default to those paths in thefuture (although the source and destination paths can still be manually changed if needed).The database copy process is initiated by pressing the Copy button. When the copy processhas been completed for each file, a Pass indicator will appear next to the source folder button ifall the files were copied successfully. A Fail indicator will appear if any file was unable to becopied after three retries. All copied zip files will be placed in the destination folder.When launching the CSI Copy Database utility, if there are no files to copy – perhaps becausethere are no zip files in the source folder that have not already been copied to the destinationfolder – the words “No files need copying” will appear in the Filename area of the screen. TheCSI Copy Database program only shows those zip files that have not already been copied to thedestination folder.support@counterpoint.net13

Setup InstructionsCSI Copy Database is a standalone executable located in the csi\prod\exe folder. To start theutility, simply double click on CSICopyDB.exe, or create a shortcut that points toCSICopyDB.exe and run the shortcut.This utility is intended to be run manually at least once the first time it is used. This will ensurethat the source and destination paths are set correctly and that the destination path isaccessible. It can also be configured to run automatically using the CSI Server Managerprogram.Manual ProcedureThis section describes how to run the CSI Copy Database program manually.1. Launch CSICopyDB.exe2. If the Source folder has not already been set, press the Source Folder button andbrowse to the folder where the database backups are stored (typicallycsi\prod\data\savedata).3. If the Destination folder has not already been set, press the “ ” button and browse tothe destination folder (where the zip files should be copied to).4. Press the Copy button. All the zip files found in the source folder that are indicated with agreen box to the left of the filename will be copied.5. When the copy process is complete, all the copied files will have been copied to thedestination folder.The following image shows the results after successfully copying several files to the destinationfolder. The status is shown for each copied file and a Pass indicator is shown next to the SourceFolder button.support@counterpoint.net14

Automatic ConfigurationThe CSI Copy Database program can also be configured to run automatically on a schedule byusing the CSI Server Manager program.To configure the CSI Copy Database program to run automatically on a schedule, theCSI Server.ini file must be edited as follows:1. Using a text editor such as Notepad, open the CSI Server.ini file. It’s typically located inthe csi\prod\exe folder.2. Locate the line starting with SectionNames 3. Add a comma to the end of the existing section names followed by the name CopyDB.The end result should look something like this: SectionNames Backup, CopyDB4. Create a new section at the end of the CSI Server.ini file using the following fields:[CopyDB]Enabled 1WeekDays 1111111Interval 86400StartTime 3:00amMonthDaysToRun WeekNumber TimeSlot Exe d:\CSI\Prod\Exe\CSICopyDB.exeStartInFolder d:\CSI\Prod\ExeCommandLine autoKeepProgramRunning 05. Set the StartTime to be at least one hour after the automatic backup program is set torun.6. Edit the drive letters and paths for the Exe and StartInFolder as needed to match yourconfiguration.support@counterpoint.net15

7. Save the changed file.By following these steps, the CSI Copy Database program will be configured to runautomatically once a day at the specified start time.Additional DetailsThe CSI Copy Database utility saves its settings in an .ini file called CSICopy.ini. This .ini file iscreated automatically when the program runs for the first time.Activity is also logged in a file called CSICopyDB Log.txt. This file will be created in the samefolder where the CSICopyDB.exe is located unless a different location is specified in theCSICopy.ini file.Below is an example CSICopy.ini file. The LastSourcePath and LastDestPath are setautomatically and should not be manually edited. The LogFile path can be set to a different pathif required.[MainSettings]LastSourcePath C:\CSI\Prod\SaveData\LastDestPath D:\DatabaseBackupsLogFile 6

CSINetUtilitiesCsiNetUtilities.Dll is required to use the internal Counterpoint email program.Running a version of csiNetUtilities with an incompatible version of Counterpoint can result inthe inability to send e-mail from within Counterpoint.To verify the csiNetUtilities version, look in the c:\csi\Components\vx.x folder, right mouse clickthe utility, and select Properties- Detail.support@counterpoint.net17

CSI Server Mngr.EXECSI Server Mngr.exe installs, starts, stops and removes CSI Server. This utility must beinstalled in the same folder where CSI Server is installed.Yellow light – CSI Server is not installed.Click on the “Install” button to install it.Red light – CSI Server is installed but is not running.Click on the “Start” button to start it.Click on the “Remove button to un-install it.Green light – CSI Server is installed and running.Click on the “Stop” button to stop it.NOTE: CSI Server should be installed in the same folder where all the other exe files

can close the Counterpoint Backup Screen and continue working within Counterpoint as the backup progresses. If a manual or automatic backup is currently in progress, the “Current backup state” will say that a backup is currently in progress and will disable the “Start” but

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