by jbrohinsky

Guest Post! Pilot Refresh Utility by Brice Thrower

This is a really exciting day for me. One of the things I’ve been wanting to do for a while is to open up SyteLine PSA to allow other folks to share with the community. I met Brice Thrower at Infor Tech Ed in St. Paul, MN in 2017. At the time he was brand new to SyteLine, but has since started doing some really cool stuff, as you will see below.

Brice is a Software Developer for Vortex in Salina Kansas. He began as a website developer, and ended up absorbing SyteLine/CSI administration and development along the road. Outside of work he enjoys building FPV racing drones, 3D printing, and has recently started exploring Virtual Reality.

He has written a Pilot Refresh Utility using SQL, that he uses to automate the refresh of the Pilot environment to the latest live environment backups. It is configurable, so you can modify or eliminate any steps that don’t apply to your situation. The utility was written for CSI 9.01.02, and should be configurable to match your environment, regardless of if you are single-site, multi-site, multi-database, multi-site single database, etc. (As long as the live and pilot databases are accessible over the network, and you are running on premise.)

Here are the steps that the utility takes, when configured as default.

  1. Deletes old backup files
  2. Copies new backup files from live
  3. Sends email notifying people that the refresh has started
  4. Stops Infor services
  5. Restores all backup files in step 2
  6. Verifies linked servers to Pilot, and removes the live server if needed
  7. Sets Objects DB specification for all configurations
  8. Removes User Modules for users that aren’t marked as “Pilot Users” (UET required, see instructions)
  9. Updates APS Alternative Mgmt sites
  10. Disables replication
  11. Starts Infor Services
  12. Regenerates Views to Master Site
  13. Regenerates Replication Triggers for all sites
  14. Updates Intranets, Taskman, Report Path, etc.
  15. Enables replication
  16. Applies Pilot licenses
  17. Clears IDO Runtime Cache
  18. Restarts all Infor Services for good measure
  19. Emails the refresh log
  20. Deletes the backup files again to free up disk space

Here’s an example of the Log email that is sent. Pretty slick!

This utility is published under the MIT License, with permission from Salina Vortex Corporation. This utility is untested by me, and any risk and responsibility is assumed by the user of these scripts.

Here is the link to the files. Thanks again to Brice Thrower for generously sharing with the community! If you have questions about the code, you can contact Brice at bricethrower@gmail.com.
https://drive.google.com/file/d/13tP73DZjRnmnpcyLNpu6vJNdyL-I8YQl/view?usp=sharing

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