Project

General

Profile

Exporting Raiser's Edge for CiviCRM » History » Version 61

Jon Goldberg, 03/03/2016 04:04 PM

1 44 Jon Goldberg
{{lastupdated_at}} by {{lastupdated_by}}
2
3 24 Jon Goldberg
{{toc}}
4
5 1 Jon Goldberg
h1. Exporting Raiser's Edge for CiviCRM
6
7 59 Jon Goldberg
8 23 Jon Goldberg
There are two basic approaches to exporting RE data.  There's the built-in export tool, and there's direct SQL interaction.  This document will try to cover both approaches where possible.  The Export tool has a lower barrier to entry, but a) there's some data you can't export with the tool, and b) the data will be denormalized, requiring additional transformation compared to extracting normalized SQL data.
9 1 Jon Goldberg
10 47 Jon Goldberg
Note that there's a good video on this topic by Young-Jin from Emphanos, LLC, here: http://sf2013.civicrm.org/migrating-raisers-edge-civicrm
11 59 Jon Goldberg
12
h2.  Do you use Pentaho Kettle?
13
14
If so, you can use my Raiser's Edge to CiviCRM transforms, available here: https://github.com/PalanteJon/civicrm_kettle_transforms
15 47 Jon Goldberg
16 23 Jon Goldberg
h2. Export tool - general guide.
17
18
The Raiser's Edge Export tool is on the left toolbar when you first enter Raiser's Edge.
19
20 1 Jon Goldberg
From the tool, you will create a number of exports.  When you first create an export, you'll be asked a number of questions, including Export Type (Constituent, Gift, etc.), a checkbox to include inactive records (check this), and an export file type (select CSV).
21
22 23 Jon Goldberg
For most export, select Constituent as the Export type.  This is the "base table" - all records will be joined relative to it.
23 3 Jon Goldberg
24 1 Jon Goldberg
h2. Constituent Based Exports
25
26 21 Jon Goldberg
h3. Contact Information
27 1 Jon Goldberg
28 23 Jon Goldberg
RE differentiates between constituents and non-constituents in their system.  If you create a new contact, they're a constituent - but then you might decide to add a spouse or employer record, which is NOT considered a constituent, and doesn't show up in most queries.  Notably, non-constituents aren't exported when using the Export tool and your base table is "Constituent".
29 1 Jon Goldberg
30 23 Jon Goldberg
h3. SQL
31
32 1 Jon Goldberg
If extracting directly from SQL, @SELECT * FROM RECORDS@.
33 21 Jon Goldberg
34 23 Jon Goldberg
Note that you can extract only constituents by adding @WHERE IS_CONSTITUENT = -1@.  For a Civi migration, I recommend importing all contacts.
35 21 Jon Goldberg
36 23 Jon Goldberg
h3. Export tool (NOTE: This ONLY gets constituents).
37
38 1 Jon Goldberg
Tab 1. General:
39
- Include all records.
40
- Head of Household processing: Export both constituents separately.
41
- Check all of the "Include these Constitutents": Inactive, deceased, no valid address
42
43
Tab 2: Output.
44
First, expand the "Constituent Information" in the left pane, and add every field to the export.  Do the export (as a CSV).
45 6 Jon Goldberg
46 3 Jon Goldberg
h3. Constituent Codes
47 15 Jon Goldberg
48 19 Jon Goldberg
In RE: Found at the bottom of the "Bio 2" tab.
49
In SQL: CONSTITUENT_CODES maps to "GroupContact".  TABLEENTRIES stores the codes ("groups").  In my case, @SELECT *  FROM [CCR_July_snapshot].[dbo].[TABLEENTRIES] WHERE [CODETABLESID] = 43@ did the trick.  YMMV - see "deciphering stored procedures" below.
50 3 Jon Goldberg
51 1 Jon Goldberg
Export as _one to many_, below.
52 3 Jon Goldberg
These map to "groups" in Civi - can also be mapped to "tags" if you don't need to track the begin/end date on them.
53
54
No need to export these fields:
55
System Record ID
56
Import ID
57 23 Jon Goldberg
As of Civi 4.4.6, there's no way to import Group Begin/End dates via API, you need to do it via direct SQL.
58 6 Jon Goldberg
59
h3. Solicit Codes
60
61 1 Jon Goldberg
These can map to groups - but also may map to privacy preferences or custom fields (e.g. Email Only, Do Not Solicit)
62 58 Jon Goldberg
63
SQL to extract solicit codes:
64
<pre>
65
SELECT RECORDSID AS external_identifier, LONGDESCRIPTION as solicit_code FROM CONSTITUENT_SOLICITCODES JOIN TABLEENTRIES ON SOLICIT_CODE = TABLEENTRIES.TABLEENTRIESID WHERE TABLEENTRIES.ACTIVE = -1
66
</pre>
67
68
In my copy of RE, the CODETABLESID is 5044, so to get a list of all solicit codes, use:
69
<pre>
70
SELECT LONGDESCRIPTION, ACTIVE FROM TABLEENTRIES WHERE CODETABLESID = 5044 ORDER BY SEQUENCE;
71
</pre>
72
73 3 Jon Goldberg
74 20 Jon Goldberg
h3. Addresses
75
76
SQL tables: ADDRESS, CONSTIT_ADDRESS
77
78
Addresses are a many-to-many relationship in RE.
79 50 Jon Goldberg
Not all addresses in the database are visible in RE.  Addresses where the @INDICATOR@ field is 1 or 7, for instance.  Make sure to look your data over and filter those out accordingly.
80 20 Jon Goldberg
81 25 Jon Goldberg
h3. Phones/E-mail/websites
82 1 Jon Goldberg
83 55 Jon Goldberg
RE is a child of the 90's, so a) phones are tied to addresses, not contacts, and b) e-mails and websites are a type of phone.
84 25 Jon Goldberg
85 26 Jon Goldberg
Notes:
86
* You can NOT have duplicate phone types in RE, so no need to try and catch multiple "Home" numbers!
87
* Oh - except that one contact can have two home phone numbers on two different addresses.
88
* Don't forget to filter out duplicate numbers/e-mails/etc. when someone puts the same phone number on two different addresses.
89 22 Jon Goldberg
90
This SQL gets me a useful list of phones and e-mail for further processing in Kettle:
91
<pre>
92
SELECT DISTINCT
93
  CONSTITADDRESSID
94
, CONSTIT_ID
95
, PHONETYPEID
96
, CONSTIT_ADDRESS_PHONES."SEQUENCE"
97
, NUM
98
, DO_NOT_CALL
99
, TEXT_MSG
100
FROM CONSTIT_ADDRESS_PHONES
101
LEFT JOIN PHONES ON CONSTIT_ADDRESS_PHONES.PHONESID = PHONES.PHONESID
102
LEFT JOIN CONSTIT_ADDRESS ON CONSTITADDRESSID = CONSTIT_ADDRESS.ID
103
</pre>
104
105 9 Jon Goldberg
h3. Relationships
106
107 29 Jon Goldberg
Relevant SQL table: CONSTIT_RELATIONSHIPS
108
109 9 Jon Goldberg
Relationships are different in Civi and RE in the following significant ways:
110
* Relationships don't have to have a relationship type.
111 1 Jon Goldberg
* The A-B relationship doesn't have to have the same relationship type as B-A (e.g. if my relationship is "parent", the reciprocal relationship could be "son" or "daughter".
112 29 Jon Goldberg
* Related contacts need not have their own constituent record (though they can).  If they don't have their own constituent record, they nevertheless have a record in RECORDS, they're just not a constituent.
113 30 Jon Goldberg
* There need not be a relationship type at all.  This doesn't make sense, except that:
114
* There are hardcoded fields for IS_SPOUSE, HON_MEM_ACKNOWLEDGE, IS_HEADOFHOUSEHOLD, and SOFTCREDIT_GIFTS.
115
116 32 Jon Goldberg
Because relationships aren't necessarily reciprocal, I find it helpful to take my list of invalid relationships and do BOTH of the following:
117
* Look up the RELATIONSHIP_TYPE against the @name_b_a@ field in @civicrm_relationship_type@.
118
* Look up the RECIP_RELATIONSHIP_TYPE against both @name_a_b@ and @name_b_a@ in @civicrm_relationship_type@.
119 9 Jon Goldberg
120 53 Jon Goldberg
h3. Solicitor Relationships
121
122
Solicitor relationships are stored in a different table.  I used this SQL to extract them:
123
<pre>
124
SELECT
125
CONSTIT_ID
126
, SOLICITOR_ID
127
, TABLEENTRIES.LONGDESCRIPTION as solicitor_type
128
, AMOUNT
129
, NOTES
130
, cs."SEQUENCE" as weight
131
FROM CONSTIT_SOLICITORS cs
132
LEFT JOIN TABLEENTRIES ON cs.SOLICITOR_TYPE = TABLEENTRIES.TABLEENTRIESID
133
ORDER BY weight
134
</pre>
135
136 10 Jon Goldberg
h3. Attributes
137
138
Attributes are the RE equivalent of custom fields.  However, unlike custom fields, they can also have a "date" value and a "comments" value.  While this can be replicated in Civi via multi-record custom field groups, ideally the data is evaluated attribute by attribute.
139
140 11 Jon Goldberg
Valuable information about the setup of the attributes is available in RE from *Config > Attributes*.
141 1 Jon Goldberg
142 33 Jon Goldberg
* The analogous field to @civicrm_custom_field@ is @AttributeTypes@.
143
* @AttributeTypes.CODETABLESID@ gives a lookup for the RE "option group" that contains valid options for that attribute.
144 37 Jon Goldberg
* All constituent attribute data is stored in the table @ConstituentAttributes@.  Note that it's stored in a Key-Value Pair-style table - you'll need to do a bunch of SQL queries, or run a Kettle "Row Denormaliser" step to get this data in order.
145
 
146 33 Jon Goldberg
Here's my preliminary SQL to export attributes from RE:
147
<pre>
148
SELECT
149 36 Jon Goldberg
ca.PARENTID as external_identifier
150
, ca.ATTRIBUTETYPESID
151
, at.DESCRIPTION as Category
152
, TABLEENTRIES.LONGDESCRIPTION as Description
153 33 Jon Goldberg
, TEXT
154
, NUM
155
, DATETIME
156
, CURRENCY
157
, "BOOLEAN"
158 35 Jon Goldberg
, COMMENTS
159 33 Jon Goldberg
, ca.ATTRIBUTEDATE
160
FROM ConstituentAttributes ca
161
JOIN AttributeTypes at ON ca.ATTRIBUTETYPESID = at.ATTRIBUTETYPESID
162 36 Jon Goldberg
LEFT JOIN TABLEENTRIES ON ca.TABLEENTRIESID = TABLEENTRIES.TABLEENTRIESID
163 33 Jon Goldberg
</pre>
164
165 34 Jon Goldberg
*note:*  In the SQL above, "PARENTID" and not "ConstitID" is the correct foreign key to link this to the contact.
166
167 38 Jon Goldberg
To get a list of option values out of RE for the attributes, use this SQL:
168
<pre>
169
SELECT
170
DESCRIPTION
171
, at.CODETABLESID
172
, LONGDESCRIPTION
173
FROM TABLEENTRIES te 
174
LEFT JOIN AttributeTypes at ON te.CODETABLESID = at.CODETABLESID
175
ORDER BY DESCRIPTION
176
</pre>
177
178 39 Jon Goldberg
Attributes can be multi-record custom fields by their nature, so you have to account for that.  Here's some alpha-grade SQL for sussing out which fields have multi-record custom fields:
179
<pre>
180
SELECT ATTRIBUTETYPESID, PARENTID, COUNT(LONGDESCRIPTION)
181
FROM ConstituentAttributes ca
182
JOIN TABLEENTRIES te ON ca.TABLEENTRIESID = te.TABLEENTRIESID
183
GROUP BY PARENTID, ATTRIBUTETYPESID
184
HAVING COUNT(LONGDESCRIPTION) > 1
185
ORDER BY ATTRIBUTETYPESID
186
</pre>
187
188 38 Jon Goldberg
*note:*  In Civi 4.5+, you could conceivable use "EntityRef" functionality to facilitate chained selects of OptionValue lists.  That would let you create a multi-record custom field group that would very closely map how Attributes work in RE - but you'd have all the disadvantages of multi-record custom fields.
189 10 Jon Goldberg
190 49 Jon Goldberg
h3. Salutations/addressee info
191 48 Jon Goldberg
192 49 Jon Goldberg
RE stores contact salutations and addressee info in two places.
193 48 Jon Goldberg
194 49 Jon Goldberg
Primary salutations/addressess are stored on the @RECORDS@ table.  @PRIMARY_ADDRESSEE_ID@, @PRIMARY_ADDRESSEE@, and @PRIMARY_ADDRESSEE_EDIT@, @PRIMARY_SALUTATION_ID@,  @PRIMARY_SALUTATION@,  @PRIMARY_SALUTATION_EDIT@.
195 1 Jon Goldberg
196 49 Jon Goldberg
An unlimited number of non-primary salutations can be stored in the @CONSTITUENT_SALUTATION@ table.
197 48 Jon Goldberg
198 49 Jon Goldberg
Salutation options values are stored in the SALUTATION table, in the format "CODE1, CODE2, CODE3, etc.".  Each code refers to an id in the SALUTATION_FIELDS table, which contains tokens (e.g. "First Name", "Spouse Last Name") as well as common words like "And".
199
200
Note that  @PRIMARY_ADDRESSEE@ is more akin to @addressee_display@ in Civi, in that it stores the calculated display ID.  Also note that when @PRIMARY_ADDRESSEE_EDIT@ is -1 (true), that's the equivalent of a custom addressee in Civi, and the value stored in  @PRIMARY_ADDRESSEE_ID@ must be ignored.
201 48 Jon Goldberg
202 3 Jon Goldberg
h3. Other constituent tables:
203 5 Jon Goldberg
204 2 Jon Goldberg
Skip these tables:
205
* Spouse
206
* Gifts
207
* First Gift, Last gift, Largest Gift
208
* Actions
209 1 Jon Goldberg
* First Action, Last Action
210
* Summary Information
211
212 41 Jon Goldberg
h2. Contribution-related exports
213
214
h3. Contributions/Gifts
215
216
Contributions (in RE parlance: Gifts) are complicated beasts!
217
218
Here are some relevant database tables and their equivalent in Civi:
219
GIFT	civicrm_contribution
220
GiftSplit	civicrm_line_item
221
CAMPAIGN	Roughly maps to Campaign.  Your mapping may vary and/or include custom fields.
222
APPEAL	Also roughly maps to Campaign (or Source).  Your mapping may vary and/or include custom fields.
223
FUND	Roughly maps to Financial Type.  Your mapping may vary and/or include custom fields.
224
225
Note that gift type is hardcoded into a function called "TranslateGiftType) - so you may want to include that function in your SQL, e.g.:
226
<pre>
227
SELECT
228
gs.GiftId
229
, g.CONSTIT_ID
230
, gs.Amount
231
, g.DTE as gift_date
232
, FUND.DESCRIPTION as fund
233
, CAMPAIGN.DESCRIPTION as campaign
234
, APPEAL.DESCRIPTION as appeal
235
, g.PAYMENT_TYPE
236
, g.ACKNOWLEDGE_FLAG
237
, g.CHECK_NUMBER
238
, g.CHECK_DATE
239
, g.BATCH_NUMBER
240
, g.ANONYMOUS
241
, gst.LONGDESCRIPTION as giftsubtype
242
, g.TYPE
243
, DBO.TranslateGiftType(g.TYPE) as type2
244
FROM GiftSplit gs
245
LEFT JOIN FUND on gs.FundId = FUND.id
246
LEFT JOIN APPEAL on gs.AppealId = APPEAL.id
247
LEFT JOIN CAMPAIGN on gs.CampaignId = CAMPAIGN.id 
248
LEFT JOIN GIFT g on gs.GiftId = g.ID
249
LEFT JOIN TABLEENTRIES gst on g.GIFTSUBTYPE = gst.TABLEENTRIESID
250
</pre>
251
252 42 Jon Goldberg
Payment Type is also hard-coded, it seems:
253
1	Cash
254
2	Personal Check
255
3	Business Check
256
4	Credit Card
257
6	Direct Debit
258
8	Other
259
260
h3. Soft Credits
261
262
Stored in GIFTSOFTCREDIT.  RE does NOT have the concept of a soft credit type - which is fine.
263
<pre>
264
SELECT
265
, GiftId
266
, ConstitId
267
, Amount
268
, 'Soft Credit' as soft_credit_type
269
FROM GiftSoftCredit
270
</pre>
271
272 52 Jon Goldberg
h3. Solicitor, Gift
273
274
(Important!  Gift solicitors are different from Contact Solicitors)
275 42 Jon Goldberg
276
I imported these as soft credits, but a different TYPE of soft credit.  Here's the SQL I used to get the data out of RE:
277
<pre>
278
SELECT
279
ParentId as gift_id
280
, SolicitorId as soft_creditee_external_identifier
281
, Amount
282
, 'Solicitor' as soft_credit_type
283
FROM GiftSolicitor
284
</pre>
285
286 41 Jon Goldberg
h3. In Honor/Memorial Of (aka Tributes)
287
288
As of CiviCRM 4.5, In Honor/Memorial of is considered a form of soft credit.  In RE, they're still separate, and are called Tributes.  The structure is a little more complex - the table structure is Constituent <-> Tribute <-> Gift_Tribute <-> Gift.  Civi is Contact <-> Soft Credit <-> Contribution.  
289
290
Here is some preliminary SQL that pulls tribute data suitable for transformation and import to Civi as ContributionSoft entities.  Note that CiviCRM doesn't have a concept of a "Description" but does have the concept of a PCP Note, so I'm importing the description there - in the future, I could see the argument for Civi exposing the PCP Note as a description.
291
292
<pre>
293
SELECT
294
gt.GIFT_ID
295
, gt.TRIBUTE_TYPE
296
, t.DESCRIPTION
297
, t.RECORDS_ID as tributee_extenal_identifier
298
, te.LONGDESCRIPTION as tribute_type
299
FROM GIFT_TRIBUTE gt
300
JOIN TRIBUTE t ON gt.TRIBUTE_ID = t.ID
301
LEFT JOIN TABLEENTRIES te on gt.TRIBUTE_TYPE = te.TABLEENTRIESID
302
</pre>
303
304 51 Jon Goldberg
h2. Actions
305
306
Actions fill the same purpose as Activities in CiviCRM, but are architected quite differently - in some ways better, some ways worse.  I don't have as much concrete info here, but here's a decent start at extracting Actions data via SQL:
307
<pre>
308
SELECT
309
  a.ADDED_BY
310
, a.AUTO_REMIND
311
, a.RECORDS_ID as external_identifier
312
, cr.RELATION_ID as action_contact_id
313
, a.DTE as activity_date_time
314
, LETTER.LONGDESCRIPTION as letter
315
, a.PRIORITY as priority_id
316
, a.REMIND_VALUE
317
, a.CATEGORY
318
, a.Completed
319
, a.COMPLETED_DATE
320
, a.FUND_ID
321
, a.FOLLOWUPTO_ID
322
, a.TRACKACTION_ID
323
, a.PhoneNumber as phone_number
324
, a.Remind_Frequency
325
, a.WORDDOCNAME
326
, a.APPEAL_ID
327
, a.APPEAL_LETTER_CODE
328
, a.OUTLOOK_EMAIL_SUBJECT
329
, STATUS.LONGDESCRIPTION as status
330
, TYPE.LONGDESCRIPTION as type
331
, LOCATION.LONGDESCRIPTION as location
332
, ActionNotepad.ActualNotes
333
, CAMPAIGN.DESCRIPTION as campaign
334
FROM ACTIONS a
335
LEFT JOIN TABLEENTRIES as STATUS ON a.STATUS = STATUS.TABLEENTRIESID
336
LEFT JOIN TABLEENTRIES as TYPE ON a.[TYPE] = [TYPE].TABLEENTRIESID
337
LEFT JOIN TABLEENTRIES as LOCATION ON a.[Location] = LOCATION.TABLEENTRIESID 
338
LEFT JOIN TABLEENTRIES as LETTER on a.[LETTER_CODE] = LETTER.TABLEENTRIESID
339 56 Jon Goldberg
LEFT JOIN ActionNotepad ON a.ID = ActionNotepad.ParentId
340 51 Jon Goldberg
LEFT JOIN CAMPAIGN on a.CAMPAIGN_ID = CAMPAIGN.id
341
LEFT JOIN CONSTIT_RELATIONSHIPS cr on a.CONTACT_ID = cr.ID
342
</pre>
343
344 1 Jon Goldberg
"Category" and "Action type" both roughly map to "Activity Type".  Same for "status" and "COMPLETED" and "COMPLETED_DATE" mapping to "activity_status".  RE lets you designate a related Campaign, Fund and Proposal; out of the box, Civi only supports Campaign.  The auto-reminder is more flexible than you can get with scheduled reminders in Civi without getting very complicated.  "Solicitors" can't be mapped to a contact reference lookup, because more than one can be stored.
345 56 Jon Goldberg
346
*Note:* The SQL above presumes only one note per action.  If you have multiple notes per action, the action will be represented with multiple records, one per associated note.  I'll try to provide SQL for extracting the notes separately at a later date.
347 51 Jon Goldberg
348 57 Jon Goldberg
h2. Action Notes
349
350
Action Notes are stored in their own table.  This maps to "Details" on a Civi activity, but you can log multiple notes per action in RE.  Here's the SQL I used to extract them in preparation:
351
<pre>
352
SELECT
353
  NotesID
354
, Title
355
, Description
356
, Author
357
, ActualNotes
358
, ParentId
359
, NotepadDate
360
, TABLEENTRIES.LONGDESCRIPTION as Type
361
  FROM ActionNotepad
362
  LEFT JOIN TABLEENTRIES ON ActionNotepad.NoteTypeId = TABLEENTRIES.TABLEENTRIESID
363
ORDER BY ParentId, ActionNotepad."SEQUENCE"
364
</pre>
365
366 54 Jon Goldberg
h2. Events
367
368
Events are stored fairly similarly to CiviCRM, except:
369
* locations are stored on the event record itself (which I'm not dealing with).
370
* There's fields for storing data about classes.  I haven't delved into this - I suspect that this may tie into recurring events.
371
* "Event Category" and "Event Type" might both map to Civi's "Event Type".  This isn't the case for me.
372
* Events need not have begin/end dates.  While this is technically true for Civi, you're buying yourself a whole lot of trouble.  I'm pulling in "DATE_ADDED" to substitute in for START_DATE where none exists.
373
374
Here's some SQL to pull in the most relevant data:
375
<pre>
376
SELECT
377
  se.CAPACITY
378
, se.END_DATE
379
, se.ID
380
, se.NAME
381
, se.START_DATE
382
, se.DATE_ADDED
383
, te.LONGDESCRIPTION as activity_type
384
, se.INACTIVE
385
, se.DISPLAYONCALENDAR
386
, CAMPAIGN.DESCRIPTION as campaign
387
, se.DESCRIPTION
388
FROM SPECIAL_EVENT se
389
LEFT JOIN CAMPAIGN on se.CAMPAIGN_ID = CAMPAIGN.id 
390
LEFT JOIN TABLEENTRIES te ON se.TYPEID = te.TABLEENTRIESID
391
</pre>
392
393 45 Jon Goldberg
h2. Notes
394
395
RE notes (stored in the "ConstituentNotepad" table) can store quite a bit of data that Civi notes can not.  They can store formatting (but with proprietary format tags, not HTML), inline photos, etc, and contain fields for date of note (separate from "Date Added" and "Date Changed"), the type of note, etc.  Fortunately, they store plain-text versions of formatted notes in their own field.  "Notes" is formatted; "ActualNotes" is plain text (except, well, where it isn't). 
396
397
I've resolved this by removing notes over a certain length (above 15K and I assume you're a photo) and concatenating the fields I want to keep (e.g. Note Type and Description) with the ActualNotes field.
398
399 60 Jon Goldberg
It may be possible to export the photos in the Notes using the techniques described below under "Media".
400 45 Jon Goldberg
401 46 Jon Goldberg
Here's the SQL I'm currently using to extract notes before doing transforms in Kettle:
402
<pre>
403
SELECT
404
Title as subject
405
, Description
406
, Author
407
, ActualNotes
408
, ParentId
409
, cn.DateChanged
410
, LONGDESCRIPTION as NoteType
411
FROM ConstituentNotepad cn
412
LEFT JOIN TABLEENTRIES ON NoteTypeId = TABLEENTRIESID
413
</pre>
414
415 61 Jon Goldberg
h2. Media
416
417
The files stored on the "Media" tab are held in the [dbo].[MEDIA] table in MS SQL.  Assuming embedded and not linked data, the files are stored in the MS Access OLE format.  It's relatively difficult to extract data from the OLE wrapper, though searching for @extract access ole@ on any search engine will give you lots of options in a variety of languages.  Blackbaud even has code to do it "here":https://kb.blackbaud.com/articles/Article/58559, if you feel like using VBA.
418
419
I opted to use a commercial software package from Yohz Software called "SQL Image Viewer":http://www.yohz.com/siv_details.htm.  You can enter the command @SELECT OBJECT FROM [dbo].[MEDIA], press "Execute Query", and then press "Export" when it's done.  Note that this will take a VERY long time if you have even a couple hundred megs of media!
420
421
COMING MARCH 2016:  How to import these files into CiviCRM as attachments to activities.
422
423 43 Jon Goldberg
h2. And More
424
425 7 Jon Goldberg
h3. Tables that Civi doesn't have a direct counterpart for
426 5 Jon Goldberg
427 3 Jon Goldberg
* Aliases (stores Maiden Name and d/b/a - unsure how to import into Civi just yet)
428 7 Jon Goldberg
* Solicitor Goals - Can be found on an RE contact record on "Bio 1" tab by clicking "Details" next to "Is a Solicitor" checkbox.  Don't know how to use them.
429 2 Jon Goldberg
430
431
Open each CSV file in Excel or similar.  Sort each field by ascending AND descending to see if any data is stored in that field.  If every record has no data or the same data, delete it - it's not being tracked in the current system.  If you see only one or two records with a particular field, they're also probably fine to go, but check with the client first.
432
433 1 Jon Goldberg
434
Next, strip out all of the constituent information except for primary/foreign keys.  I like to keep in First/Middle/Last name just for human readability though.  So leave in those three fields, plus any field with the word "ID" in it.  This is your base constituent info, and will be in every other export you do.
435
436
Now comes the fun part!  Export each table, one at a time, by adding those fields to an export that already includes the base constituent info.
437
438
For one-to-many relationships, the system will ask you how many instances of the information to export.  I default to 12, then look over the data to see how many are actually used, then re-export with a higher or lower number.
439
440
I also remove records that don't contain the relevant data.  For instance, when exporting Solicit Codes, I sort by the first Solicit Code.  Then I scroll down past the folks that have Solicit Codes to those who have none, and delete the rows for folks who have none.
441
442
Note that for simplicity's sake, RE contains many views of the tables that, if you export them all, you'll have redundant data.  There's no need to export "First Gift", "Last Gift", or "Largest Gift" - simply export all gifts.  Likewise for "Preferred Address".
443
444
When exporting one-to-many tables that themselves contain one-to-many tables (e.g. Addresses contains Phones), do NOT select 12 of each!  That means you're exporting 144 phone numbers per record.  First determine the maximum number of addresses being tracked, re-export with that number, THEN export with phone numbers.  Also, it's reasonable to export with 5 phone numbers per address.
445
446
NOTE: Letters sent is incomplete, there's more than 12 letters to some folks!
447
448
GIFTS is related to constituent on the last column (Constituent System Record ID)
449 8 Jon Goldberg
450 13 Jon Goldberg
h3. Code Tables/Option Groups/Option Values
451
452 17 Jon Goldberg
If you're extracting data from the SQL back-end, you'll see that the RE equivalent to Civi option groups is "code tables".  There's two functions that handle lookups: dbo.GetTableEntryDescription and dbo.GetTableEntryDescSlim.  To determine where the data is being accessed by the function, see "Deciphering MS SQL", below.  Use the "lTableNumber" passed to those functions and you'll find your data in dbo.CODETABLES (comparable to civicrm_option_group), dbo.CODETABLEMAP and dbo.TABLEENTRIES (comparable to civicrm_option_value).
453
454
h2. Deciphering MS SQL
455
456
SQL Server Profiler is a tool that lets you spy on SQL statements passed to MS SQL, which is good for determining where certain data lives.  However, RE depends on functions and stored procedures, so sometimes the SQL won't tell you exactly where to look.
457
458
h3. Looking Up Functions
459
460
These are embedded in SQL and have a nomenclature like: dbo.GetTableEntryDescSlim. Find them in SQL Server Management Studio: database > Programmability > Functions > Scalar-valued Functions.
461
462
h3. Looking Up Stored Procedures
463
464 18 Jon Goldberg
If, in the profiler, taking a certain action shows a command like this:
465 17 Jon Goldberg
These have a syntax like:
466 1 Jon Goldberg
<pre>
467 18 Jon Goldberg
exec sp_execute 48,43,'Acknowledgee'
468 1 Jon Goldberg
</pre>
469
470 18 Jon Goldberg
You're dealing with a stored procedure.  You need to find the corresponding @exec sp_prepexec@ command (in this case, the one with a 48).  In this case, it looks like:
471
<pre>
472
declare @p1 int
473
set @p1=48
474
exec sp_prepexec @p1 output,N'@P1 int,@P2 varchar(255)',N'SELECT  Top 1 TABLEENTRIESID  FROM DBO.TABLEENTRIES WHERE CODETABLESID = @P1 AND LONGDESCRIPTION = @P2  ',43,'Acknowledgee'
475
select @p1
476
</pre>
477
478 40 Jon Goldberg
Note that there's a tool called "SQL Hunting Dog", a free plug-in for SQL Server Management Studio, which makes locating stored procedures, etc. easier.
479 17 Jon Goldberg
480 13 Jon Goldberg
481 14 Jon Goldberg
h3. Addressee/Postal Greeting/E-mail greeting
482
483
RE has a much wider variety of greeting formats out-of-the-box.  The "spouse ID" is stored on the record to enable quick lookups of addressee greetings that include the spouse.
484
485 8 Jon Goldberg
See also:
486
http://support.littlegreenlight.com/kb/migration/migrating-from-the-raisers-edge-to-lgl
487 14 Jon Goldberg
488
h3. Things I see that RE does better than Civi:
489
490
* Better greetings/salutations UI out of the box.  In Civi, you must in-line edit the greetings, then press "Edit" next to the greetings, and even then you only see the tokens you'll use.  RE lets you edit with no clicks, and parses the tokens for you.
491
* The equivalent of option values are stored with their id, not their value.  This isn't a big deal, but it DOES make data transformation easier in RE, and I suspect it makes their equivalent of pseudoconstant code easier to read.
492 28 Jon Goldberg
* There's a lot more data stored in many-to-many tables.  For instance, job titles are stored in the relationship tab, reflecting the fact that someone can have more than one job.
Go to top