The User's Edge : Supervisor login

News You Can Use: Update on RE 7.91's Inactivity feature (GREAT NEWS!!)

Laurel Kenerson — Wed, 18 Nov 2009 15:57:00 GMT

In Raiser's Edge 7.91, an inactivity feature was added as part of the PCI DSS requirements. In version 7.91.5056, which is being released today, this feature has been made OPTIONAL for all non-Supervisor users.

A Supervisor user is any user who meets any of the following criteria:

Is logged into RE as Supervisor
Has Supervisor rights
Has rights to Admin > Security

Check out the new look of this feature, and how it can be made optional when your organization updates to 7.91.5056:

For more information, please visit BB700189 in our Knowledgebase.

News You Can Use: Case-Sensitive Passwords in The Raiser's Edge 7.91

Douglas Clinton — Tue, 13 Oct 2009 14:13:00 GMT

No '80s teen comedy hero did sensitive better than Lloyd Dobler in Say Anything.... He went from crush and courtship to heartbreak and reconciliation with a girl he'd barely spoken to when the movie opened, and in the process became responsible for the most iconic trenchcoat/boombox tableau ever.

In The Raiser's Edge 7.91, you'll find sensitivity of another kind. Beginning in The Raiser's Edge 7.91, passwords are case sensitive. The update to The Raiser's Edge 7.91 changes passwords to all capital letters (e.g., "PASSWORD1" instead of "password1"). If you do not change your password, you will need to continue using all capital letters to log in. After logging in, we recommend users immediately change their password by selecting Edit, Change Password from The Raiser's Edge menu bar. New passwords created in The Raiser's Edge 7.91 are case-sensitive and must contain both letters and numbers and be a minimum of eight characters.

Before version 7.91, the default Supervisor password was Admin. Before case-sensitive passwords, users could type in "admin" and still be able to login. For database that have not changed the default settings, the Supervisor password will be changed to ADMIN after the update. If you haven't updated yet, keep this in mind when you log in to The Raiser's Edge 7.91 for the first time.

The scoop on the Supervisor password continues in Knowledgebase solution BB12931. The answer to the Brain Buster in this month's edition of The User's Edge is that Robert was snacking on corn on the cob!

News You Can Use: Planning and Preparing for The Raiser’s Edge 7.91 Update

Kevin Brunson — Wed, 23 Sep 2009 15:11:00 GMT

The Raiser’s Edge 7.91 is now available! Before you update, review the following important information and take time to plan, prepare, and inform all users at your organization about the changes in this version. Review Important Information about Version 7.91.

Also review The Raiser’s Edge 7.91 FAQs to view common questions other organizations have asked.

View a Recording of the Support Roundtable Webinar highlighting changes in version 7.91 or download a copy of the Powerpoint presentation.

Preparing for the update
The Raiser’s Edge 7.91 changes the way credit cards are stored in your database. This update removes full credit card numbers from the database and stores them in the Blackbaud Payment Service (BBPS). After the update, you will only see the last 4 digits of the credit card number on constituent and gift records.

Organizations that use IATS or ICVerify to authorize credit cards will continue processing as normal.

Organizations that authorize credit cards by printing or exporting credit card data will be unable to do so. You can create an account with IATS or ICVerify to enable credit card processing in version 7.91, or stay on your current version. If you stay on your current version, contact a Qualified Security Assessor for advice on how to secure your credit card data and authorize credit card transactions in accordance with PCI DSS.

Downloading the Update
When you download The Raiser's Edge 7.91, you are prompted to select whether or not to use BBPS to store credit card information.
• If you choose to use BBPS, you will be prompted to create an account. Make note of the account details; the first user that logs into the updated database will need to enter the account details. After creating the BBPS account, you will be able to download the update.
• If you choose not to use BBPS, you will be able to download The Raiser's Edge 7.91 without creating a BBPS account. For more information, review Knowledgebase solution BB700728.

Installing the Update
Before installing the update, we recommend you back up the database.
The first user to log into The Raiser's Edge is prompted to use BBPS to store credit card data or delete credit card data from the database. This prompt appears only once for the first user who logs into the database.
• If you use BBPS to store credit card numbers, you will receive the prompt: Is this a test conversion? Select Yes only if you are updating the database in a test environment. Your credit card numbers will be temporarily stored in BBPS and deleted after 14 days.
• If this is not a test conversion, click No.
If you do not use BBPS, The Raiser's Edge deletes all credit card data from the database. Your organization will no longer be able to enter, store, process, or transmit credit cards in The Raiser's Edge.
For instructions on downloading and installing this update, please see Knowledgebase solution BB700728.

Changes All Users should know about Before Updating
Password Changes – After you update to 7.91 or higher, you'll have to enter your password using all capital letters (e.g., ADMIN1 instead of admin1). After you log in using all capital letters, we recommend that you change your password by going to Edit, Change Password. If you don't change your password, you'll have to keep using all capital letters to log in." Read more about password changes.

Inactivity Lockout– The 15 minute inactivity setting is another change made in accordance with PCI DSS, which requires users to re-enter passwords when a session has been idle for more than 15 minutes. When someone is locked out due to inactivity, processes like reports, mailings, exports, and queries will continue to run, and the user license will still be used.

Changes in NetSolutions
Organizations that accept Recurring Credit Card donations must update to version 7.91 to continue downloading credit card numbers.
• One-time credit card gifts download into The Raiser’s Edge, but the full credit card number is not stored in BBPS. The credit card number displays as (????????????2468).
• Recurring Credit Card gifts download into The Raiser’s Edge and the full credit card number is stored in BBPS. The number appears as (************2468), which enables you to charge future transactions for the recurring gift.

If you stay on your current version of The Raiser’s Edge, you will no longer download credit card numbers. The credit card number field will be blank in The Raiser’s Edge. This means if you accept Recurring Credit Card donations, you will not be able to charge future transactions because you will not have the credit card number.

If you’ve already updated to 7.91, share your experience by leaving a comment below.

Tips and Tricks: With Great Power Comes Great Responsibility... For Mistakes

Grace Strother — Mon, 03 Mar 2008 17:16:00 GMT

It's so tempting to use the Supervisor login because it can do anything and everything in RE. However, as a customer once told me after she accidentally deleted a large number of records, that much “power” is too much for one person to wield all day long. We ended up giving every user a named login (e.g. Bob, Sue, Katie) and setting security for every person that gave him or her just enough access to perform their specific job functions. The Supervisor login is now used only for occasional administrative tasks or troubleshooting problems that might be related to security rights.