Tag Archives: Audit Trail

Audit Trail Cloud doubles the areas tracked

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Today we released a new version of Audit Trail Cloud and what a release it is!

New Tracked Areas

We have doubled the number of areas tracked. As well as constituent, gift, address, email, phones, online presence, prospect and solicit codes, you can now also track actions, relationships (both individual and organisational), constituent codes and constituent custom fields.

We said that as soon as Blackbaud released new webhooks we would release new areas to track additions, changes and deletions and that is exactly what we have done.

To complement the new areas, we have also added two new tiles. When looking at a specific action page or a specific gift page in the Raiser’s Edge web view, we now include a tile that shows the history of changes for that action or gift respectively. (You only see this if it has been turned on for your login in Tile Security under the Configuration area of the Audit Trail Viewer)

And More Too!…

A while back Blackbaud added the functionality to see who made a change to the record. This was a much sought after addition but it was not available for all records. The changed by id only comes through for constituents, gifts and addresses. This meant that for all the other areas, we were forced to simply write “Not Available”.

As part of this release, if a user has made a change to, say, a constituent and then to an email address, we will infer the changed by user from the constituent change by data. This is not an exact science as, in theory there are several possibilities. It could be that one person is changing the constituent and, unlikely as though it may seem, another goes and changes their email address. Alternatively the same person changes the email address before the constituent record. (Or the change is made so close together that the webhook for the email is fired before the webhook for the constituent even though the constituent is changed first). In this case we will still write “Not Available”

To make it clear, for inferred changes, the changed by user is given in italics and hovering over it will show the tooltip that the value is inferred.

Upgrade (or Purchase) Now!

If you are an existing user, you will be prompted to upgrade the next time you go into the Viewer. Just go into ZeidZone to download the latest configuration version.

If you are not an existing user then what are you waiting for?! Get in touch now

An Audit Trail Update

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When we released Audit Trail Cloud we were not able to show the name of the person who made the change. This has been a big issue. However recently Blackbaud updated their webhook API. For some (but not all) webhooks, Blackbaud now send through the id of the person that made the change.

So what’s the problem?

Firstly not all the webhooks send through the person who made the change. At the time of writing, only the constituent, gift and address webhooks include the changed by id. This leaves the records such as email and phone without this information.

What is more, we are only given these for add and change webhooks but not delete. This leaves us not knowing who deleted records.

Which id are we given?

This is a curious one. We are given the database view id for a user. This id is not obviously visible anywhere in the application (You can see it in query if you look at the SQL). In order to convert the id to a username we have to use the new (at the time of writing) NXT Data Integration API. The Get Information about a User method let’s you get user detail based on the id.

One caveat with this whole API is that it requires the user calling it is an environment admin.

What’s Next For Audit Trail?

We know that some new webhooks are coming soon and as soon as they do we will incorporate them.

We are also looking at inferring the changed by user. If a change is made to a constituent and then soon after a change is made to their email, we infer that the same person made that change… Coming soon!

Audit Trail Cloud

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I have not posted for a while (in case you missed it there was a global pandemic). However I have saved myself for a great announcement. As you have perhaps read, we are about to release Audit Trail Cloud.

Where did it come from?

Audit Trail Cloud is based on the concept we introduced when we developed Audit Trail Professional many years ago. Back then Raiser’s Edge was only available in what is now called the database view. It made use of VBA (Visual Basic for Applications). Whenever a record was opened, AT Pro would take a snapshot of the field values and when it was saved it would compare the changes, saving the difference to the database.

When organisations moved to Blackbaud hosting they lost the ability to make use of AT Pro. We were not allowed to use VBA on the hosted platform. Many of our clients were sad to lose such a great application others were shocked that they would not be able to take it with them. All of these clients and more were hankering for an Audit Trail that worked with NXT and the SKY API.

So how is Audit Trail Cloud Different?

We had a number of challenges when approaching Audit Trail Cloud.

In the beginning we could not do it

In the beginning we just could not do it. There was no simple way of knowing if a record had changed. Of course we could poll RE NXT to see which records had changed recently but that was not really a viable solution. 

Later on we could do it… just differently

Along came webhooks. Webhooks told us when a change was made. This was just what we were waiting for. However, webhooks did not tell us exactly what had changed and we did not know what the previous value was. To get around this, during the setup, we take an initial snapshot of those fields that we are expecting to receive by way of webhooks. We retrieve and store a baseline set of data so that we know the value of a record before it has been changed. At the time of writing this there are a limited number of webhooks, so we are not downloading the whole database. The areas covered at present include biographical, address, contact records and gifts. We track changes for some other areas but cannot extract the baseline data sets easily.

Could be awkward

A further consideration is that we do not want to be responsible for your data. Everybody knows how awkward a data breach can be. Lots of red faces all around. But worse is the fact that when data is compromised responsibility lies with the vendor. As a small company this is not a liability we were prepared to take on. We decided to give you full control of your data. Or least farm off liability to you and to another company that are much better placed than we are to handle security. All your data is stored in the cloud with AWS (Amazon Web Services). It is locked down from us. Unless you give us the password, we cannot access it.

But wait… there’s more

One great feature that we were definitely not expecting was the breadth to which the changes are covered. While at the moment there are  limited number of areas and fields, it seems as though they are covered in a lot more places. 

We thought that doing an NXT version of Audit Trail would only capture changes in NXT. However it also captures changes made in the database view. As well as that, whereas with Audit Trail Pro we had to implement a workaround to capture global changes, with Audit Trail Cloud those changes are automatically captured in the same way as any other change.

Viewing Records

In Audit Trail Pro we had the Audit Viewer. This was a grid where the changes were shown. You could filter the changes by date, record area and field. We have reproduced this, less the dour Winforms look of the early noughties.

We have also added a constituent tile. Going on to a constituent record, you can view the changes for that one record and see how it has been edited over time.

What do we see in the future?

So far we have been limited to the webhooks that Blackbaud have released. We are told there are more on the way, so as soon as they are released we will add them to our arsenal. Beyond that we hope to be able to add a revert option so that you can undo erroneous changes. We are also adding tiles for other records that have their own NXT space, such as gifts and other areas when they are released, such as actions.

One piece of functionality that we felt was essential but is not included in this first version is a record of the user who made the change. The webhooks just do not give us this information. We are told this is coming imminently so this is our number one priority as soon as it is released.

How do I find out more?

You mean this has not been enough information for you? Well you are in luck. Take a look at our webpage:

Audit Trail Cloud – Zeidman Development

Or sign up to a webinar about Audit Trail Cloud

Audit Trail Cloud Demo (clickmeeting.com)

GDPR and Consent in Raiser’s Edge

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I have been really busy of late. While many an EU non-profit have been kept awake at night because of GDPR, I have not quite been kept awake but nevertheless been very involved in implementing GDPR into our products. This has taken the form of the new consent module.

If you are not in the EU or otherwise not on the latest version of RE7 then you may wonder what I am talking about when I mention the new consent module. I am not going to go into too much detail here as Blackbaud have some good resources that cover it here.

What I will say is that the implementation of consent is very different from many other modules in RE. Luckily there is less and less scope for RE7 API developers as Blackbaud moves towards NXT and expands the REST based SKY API. So I am wondering if as, a last challenge towards those remaining in the RE7 API game (myself included), Blackbaud decided to make the new consent module even less consistent than previous modules.

Here are a few of its features:

  • The consent collection cannot be found within the regular BBREAPI assembly. You have to look elsewhere for it.
  • It does not save alongside the rest of the constituent records but has its own save routines. What this also means is that the VBA events are not fired when a consent record is saved.
  • In the first release it does not cause an exception when you do not supply a valid combination of channel and category as it does in the UI but if you are really clever (or decipher the sample code), you can determine how to do your own validation.

Now I should not be too harsh on the BB developers. Introducing a new module like this is extremely difficult. There are so many intertwined areas that must be accounted for and I am sure that the design decisions were taken for a reason. (One of which being that it is much easier this way to work with very many consent records if they are a standalone entity)

How are we updating our applications to work with the consent module?

Audit Trail:

As you would expect changes made on consent records will be tracked but because consent records are saved as a standalone entity they will only be saved if the constituent record is also saved afterwards.

Validatrix:

This is a tricky one. We have included consent records as part of Validatrix but because they are a standalone entity and are open and saved in their own rights, they do not fire the VBA events that tell Validatrix to prevent a save. That means that a user can add a consent record and shut the constituent without saving the constituent. You cannot therefore have a consent record as the primary criteria. However, if you have the consent record as a dependency of a constituent based field then it will be included in the criteria when you save the constituent.

Importacular:

As you would expect, Importacular allows you to import consent records. You can match on any combination of channel, category, date, response and source to ensure that you are not creating duplicate consent records (although by default it matches on channel, category, date and response).

Chimpegration:

This is perhaps our most ambitious development. Until Blackbaud add consent information to query and export you are not able to export consent records to MailChimp. However it is probably more useful to export the outcome of the consent records i.e. solicit codes which show you a good picture of a constituent’s intentions.

On managing campaigns you can add a consent record based on the action i.e. if a subscriber unsubscribes you may want to add a consent record.

Sync is where the most complex piece of development occurs. We allow you to map individual groups and group items to the addition of different types of consent records. Equally when specific solicit codes are added (in response to consent records being added previously) these can be mapped to group items. We have a longer description of this on our knowledgebase.

When is this available? Importacular, Audit Trail and Validatrix are already live. Chimpegration is live for self-hosted and will go live in the near future for hosted organisations.

Performance Management using Audit Trail – slides available

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For those of you who were at BBCon 2013 (and for those of you who were not) Mohammed Dasser and I presented a session on performance management using the Audit Trail. The slides are available here: http://www.slideshare.net/blackbaud/performance-management-using-audit-trail?from_search=1

If you have any questions about what Mohammed has done then I would love to be able to answer them but to be honest he overwhelmed me with the sophisticated use of Audit Trail and you would be better of asking him! That being said feel free to post your comments about the session or ask directly and I will try and get an answer.

Validatrix – Complex Business Rules with ease for The Raiser’s Edge

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I am really pleased to announce that we have released our latest plugin – Validatrix. (Or jump to the fancy animation). It always bothered me how so many business rules built into The Raiser’s Edge were arbitrary. You have to supply a surname but not an email address. You have to give a gift amount and date but not specify which segment it belonged to when given (as some organisations would do by adding an attribute).  It maybe that somebody is a VIP because they give over a certain amount of money or because they are a specific type of prospect or because they attended a VIP dinner. You cannot enforce these rules in The Raiser’s Edge as is. You can, however, with Validatrix.

Continue reading Validatrix – Complex Business Rules with ease for The Raiser’s Edge →

Audit Trail – with undo

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I am really pleased to announce the long awaited feature of Audit Trail Professional. We have been talking about adding the ability to undo changes to Audit Trail for almost as long as the product has been around so I am really pleased that we are now releasing the first version of the undo functionality (yes there will more soon). The reason it took a while to do was two fold. Continue reading Audit Trail – with undo →

Audit Trail on the Infinity platform versus The Raiser’s Edge 7

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I was prompted to write this after seeing a tweet highlighting Altru’s history function. The tweet pointed to the Blackbaud Know How article about how you can see who changed what and when on a record. For those of you unfamiliar with Altru, it is one of the more recent applications released on the Infinity platform.

Continue reading Audit Trail on the Infinity platform versus The Raiser’s Edge 7 →

Audit Trail for The Raiser’s Edge – A new customisation (free too)

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Zeidman Development are pleased to announce the release (well re-release) of our Audit Trail customisation. The Audit Trail tracks changes made to records on The Raiser’s Edge. The three versions come in varying degrees of complexity.

Audit Trail Free – tracks constituent deletions and reports them to a log file

Audit Trail Basic – tracks constituent deletions, additions and updates and records them in a table that can be reported on, filter by, sliced and diced etc

Audit Trail Professional – does all of the above but also tracks gifts, relationships, actions and participants.

All three versions tell you who made the change and when. They also tell you the previous values and the updated values.

Audit Trail no longer requires the VBA module – so the free version is truly free!

Check out an overview video. Warning –  it’s cute.

For more information including a breakdown in the differences between the versions and to download Audit Trail check out the product page on our website