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Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

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Troubleshooting Techniques & Utilities Staci Maund Curtis Krol
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Page 1: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Troubleshooting Techniques & Utilities

Staci MaundCurtis Krol

Page 2: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Troubleshooting Methodologies

Hyland Troubleshooting Tools

Page 3: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

9 INDISPENSABLE RULES OF TROUBLESHOOTING From Debugging by David J. Agans

ISBN # 0814474578

Page 4: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Rule #1Understand the System

• Read the manual

• Know how the system is supposed to work

• Know your tools

Page 5: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Hyland Community– Module Reference Guides– Forum

• Training.OnBase– Web Based Trainings– Education Services Class Schedules

Read the Manual

1

Page 6: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Look up ALL the details on the issue

• System information

• Is it supposed to work?

• DO NOT ASSUME!

• Trust but verify

Know How it’s Supposed to Work

Page 7: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Know what tools to use

• Know how to use them!

• Know the limitations too

• Should you use more than one tool?

Maybe…

Know Your Tools

1

Page 8: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Rule #2Make It Fail

Reproduce the issue

Page 9: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Why reproduce The Issue?

– Observe the behavior

– Narrow down the cause

– Confirm the fix

Make It Fail

2

Page 10: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• What are good details of a problem?

• Detailed steps to reproduce the issue

• Obtain all facts when troubleshooting

• Does the problem happen after the same set of actions?

Make It Fail

2

Page 11: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Intermittent Issues

– Find the signature of intermittent bugs

– Amplify testing

– Capture info on every attempt

– Never throw away a debugging tool

Make It Fail

2

Page 12: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Rule #3Quit Thinking & Look

• Read the complete error message

• Get a screenshot

Page 13: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• See the actual failure– Do not just assume and fix the wrong thing

• See the details - get complete info

• Guessing is okay, but only to focus your search

Quit Thinking & Look

3

Page 14: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Rule #4Divide & Conquer

Narrow the search with successive approximation

Page 15: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Narrow the Search with Successive Approximation

• Use available info from: – Step 1 – Understand the System– Step 3 – Quit Thinking and Look

• Break it into smaller bites!

Divide & Conquer

4

Page 16: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Test for an expected result

• Start at the problem and work backwards

• It could be more than one thing!– Sometimes they are both the same issue– Sometimes one fix causes another problem

• Is it noise or is it real?

• Widen the range if necessary

Divide & Conquer

4

Page 17: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Rule #5Change One Thing At a Time

Evaluate the results of each change

Page 18: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Isolate the Key Factor

• Avoid Quick Fixes

• Change ONE piece at a time– Test before the next change

• Determine what you changed since the last time it worked

Change One Thing At a Time

5

Page 19: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Rule #6Keep an Audit Trail

Log what you did, in what order, and the outcome

Page 20: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Write down what you did (DETAILS)– What order?– What happened as a result?

• Understand that any details could be an important one

• Correlate Events

Keep an Audit Trail

6

Page 21: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Rule #7Check the Plug

“Assumptions often lead to trouble.”– Doug Kupec

Page 22: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Do not ignore the obvious

• Question your assumptions

• Don’t start at square three

• Test the tool

Check the Plug

7

Page 23: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Rule #8Get a Fresh View

• Ask for help

• Talk to the mannequin

Page 24: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Ask for fresh insights– Others are there to help– Explaining the problem may help resolve it!

• Listen to the voice of experience– Look at past experiences to resolve your problems

Get a Fresh View

8

Page 25: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Report Symptoms – Not Theories!– Reason to ask for help is that your theories are not getting you

anywhere

• Present ALL info even if it may not appear relevant

Get a Fresh View

8

Page 26: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Rule #9If You Don’t Fix It, It Ain’t Fixed!

Problems never go away by themselves

Page 27: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Problems don’t occur for no reason and don’t fix themselves!

• Check that it’s really fixed

• Know the cause

• Verify that the fix is what fixed it!

If you Don’t Fix It, It Ain’t Fixed!

9

Page 28: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

OnBase Architecture

Page 29: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Database

Disk Groups

Workstation

ODBC

NetworkSecurity

Click icon to add picture

Page 30: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

HTTP

ODBC

HTTP

Disk Group

OnBaseWeb Server

OnBaseApplication

Server

Network

Security

HTTP(Remoting or SOAP)

OnBase Web Client

OnBase Core Application

Database

GatewayCaching

Server

OnBase Web Client

HTTP

Click icon to add picture

Page 31: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

ApplicationEnabler

Workflow DocumentComposition

EmailIntegrations

Bar CodeGenerator

ReportServices

UnityClient

DisconnectedScanning

CORE BASED APPLICATIONS

Click icon to add picture

Page 32: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Web Server Application Server

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Page 34: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

• Web Diagnostics– Test.gif– aspnetcheck.aspx– Diagnostics Web Page

• Diagnostics Console

OnBase Web Server Troubleshooting

Page 35: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

If a problem occurs in the Web Client, check the Thick Client

If yes, probably configuration

Notes about the Core Apps

Page 36: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Diagnostics Service Diagnostics Console

Page 37: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• A utility that gathers log information related to OnBase Core based modules

• User interface that allows easy readability of the logs

What is the Diagnostics Console?

Page 38: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

HYLAND DIAGNOSTICS CONSOLE

Click icon to add picture

Page 39: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• A service running on the Application Server and/or Web Server

• Display messages to the Diagnostics Console or log them to a file

• Allows for remote monitoring of servers

What is the Diagnostics Service?

Page 40: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

HYLAND DIAGNOSTICS SERVICE

Click icon to add picture

Page 41: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Two ways to run the Diagnostics Console

– Local Mode• Logs are gathered from the local workstation• Will not work if Diagnostics Service is running

– Remote Mode• Diagnostics Console connects to the Diagnostics Service• Messages are written to the Diagnostics Service• Must have rights to start the service

Local vs. Remote Mode

Page 42: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Troubleshooting issues with Core based modules

– Web Server

– Application Server• Any module which connects to the Application Server

• When running the OnBase Thick Client as a Windows Service

When to use it?

Page 43: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

ENABLING DIAGNOSTICS SETTINGS

Click icon to add picture

Page 44: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Logging Profile option was added in 11.0.0.11

Logging Profile does not require an App Pool restart

Reset back to the Web.Config settings (defaults) upon App Pool restart

Diagnostics Web Logging Profile

Page 45: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

ERRORS TAB

Click icon to add picture

Page 46: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

DATABASE TAB

Click icon to add picture

Page 47: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

LDAP / NT AUTHENTICATION TAB

Click icon to add picture

Page 48: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

FILE TAB

Click icon to add picture

Page 49: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

0

TIMER / DISTRIBUTION SERVICE

Click icon to add picture

Page 50: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

SYSTEM INFORMATION TAB

Click icon to add picture

Page 51: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Registry Settings

– 32-bit Workstations• HKLM| SOFTWARE | Hyland | Diagnostics

– 64-bit Workstations• HKLM| SOFTWARE | Wow6432Node | Hyland | Diagnostics

• Set Log Profile to decimal value of 64 (not HEX)

Enabling Thick Client Verbose

Page 52: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Log to file when logging a lot of data

Do not run the Diagnostics Console all the time

Best Practices

Page 53: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Only enable needed mailslots– Utilize Web Diagnostics Logging Profile

Save all tabs when engaging support

Best Practices

Page 54: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Enable filtering– If you don’t see what you are looking broaden

your filters

Enable the User Name column

Recommendations

Page 55: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Windows Event Viewer

Page 56: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

WINDOWS EVENT VIEWER

Click icon to add picture

Page 57: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Messages from the OnBase Client closing unexpectedly

• IIS (OnBase Web or Application Server)– Application Pools not starting– Platter Management Errors– Active Directory Authentication

• OnBase Integration issues related to:– Office Business Application– Outlook Integration

What is logged here?

Page 58: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Errors typically correspond to messages in Diagnostics Console

Tips on Windows Event Viewer

Page 59: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

OnBase Thick Client Verbose

Page 60: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Detailed log of OnBase activity

– Logs most SQL queries executed

– Used to see what is happening right before an error

– Can help pinpoint long running queries

What is Verbose?

Page 61: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Command Line Switch– Available with OnBase Thick Client and Config– Application launch issues

• Tool Bar Option (OnBase Thick Client Only)– Limits the amount of data captured

Two ways to enable Verbose

Page 62: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• -V SQL,T– Includes SQL with time stamps

• -V SQL,L– Includes table lock codes

• -V SQL “itemdata”– Includes only log statements that– include the text of “itemdata”

Command Line Verbose Options

Page 63: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• It is possible to use multiple command line Verbose options together

• Example:

-V SQL “update” “itemdata”,T,L

Command Line Verbose Options

Page 64: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

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Help | About OnBase Client | Verbose | chatty

Enabling Verbose – Tool Bar option

Page 65: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Verbose writes to the verbose.txt file

• Located in the TempParsePath (by default)

What is the output?

Page 66: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Capture the most relevant data– Enable verbose immediately before action– Truncate the log– Disable afterward

Verbose files are always appended– Most recent data at the bottom

Tips on running Verbose

Page 67: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Verbose files can become very large– Limit the amount of data captured– Don’t leave verbose switch on processes

Tips on running Verbose

Page 68: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

RPT Files

Page 69: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Typically (but not always) generated when: – OnBase unexpectedly terminates– A debug assert error occurs

• Located in the same folder as the OnBase executables

– Obclnt32.rpt - RPT file for the OnBase Thick Client– Obcfg32.rpt - RPT file for the OnBase Config

What are RPT Files?

Page 70: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

RPT Files

Always click RetryThen click AbortDon’t click Ignore

X

Page 71: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

If the exception is recreateable, generate a verbose along with the RPT file

Check to see if the date/times in the verbose file match the RPT file

Tips on RPT Files

Page 72: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Open RPT files in an advanced text editor – Notepad2, Notepad++, WordPad, etc.

RPT files are always appended

Tips on RPT Files

Page 73: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Where was the OnBase Thick Client opened?

– From a Network Share

– Locally on the workstation

Tips on RPT Files

Page 74: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Useful Information

Page 75: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

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Let’s take a look…

Understanding OnBase Versioning

Page 76: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

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12.0.1.89Understanding OnBase Versioning

Page 77: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

12.0.1.89The first digit designates the version.

It corresponds to the year of release.

Understanding OnBase Versioning

Page 78: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

12.0.1.89The second digit designates release or beta software.

Even numbers (0,2,4, etc.) are release software Odd (1,3,5…) are beta software

These will only change if there is more than one full release in a calendar year.

Understanding OnBase Versioning

Page 79: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

12.0.1.89The fourth digit designates individual builds within a version.

All builds of the Core start with 1 (1 – 499)All builds of the Thick Client start with 500 (500-999)

The build will increase successively regardless of change in the Service Pack (xx.x.#.xxx) value.

Understanding OnBase Versioning

Page 80: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

12.0.1.89The third digit is for Service Pack versioning.

Understanding OnBase Versioning

Page 81: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Click icon to add picture

Check out the Hyland Community !!!

Product InformationDocumentation (MRG’s)Presentations & FilmsBlogsForumsTechnical Knowledge BaseTroubleshooting Checklistand more…

Page 82: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

HTTP://WWW.HYLAND.COM/COMMUNITY

Click icon to add picture

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HTTP://WWW.HYLAND.COM/COMMUNITY

Click icon to add picture

Page 84: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Click icon to add picture

Check out Training.OnBase.Com!!!

Class SchedulesWeb Based TrainingPremium Subscriptionand more…

Page 85: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Engaging your first line of Support

Page 86: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

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• Customer Name or HSI #

• Level of priority for this issue – Low, Medium, High or Critical

• OnBase Environment of issue– Production, Test or Disaster Recovery System

What information should I have?

Page 87: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• OnBase Environmental Information

– OnBase Version and Build

– Problematic OnBase Modules

– Database Platform and Version

What questions will I be asked?

Page 88: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Issue Specific Information– Can this issue be reproduced?– When did it start to occur?– Is it specific to a single user or all users?– Is this a new process or existing?– Have there been any changes?– Are there any error messages?

What questions will I be asked?

Page 89: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Screenshots– Any errors or error messages

• Log Files – Verbose– Diagnostics Console (Save all tabs!!)

Useful Data

Page 90: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

2013 ECM Training Conference #dbwestECM

• Make sure the time stamps match

– Diagnostics Console– Verbose file vs. RPT – Third Party tools

Tips on gathering data

Page 91: Troubleshooting Techniques & Utilities Staci Maund Curtis Krol.

Troubleshooting Techniques &

Utilitieshttps://training.onbase.com/troubleshooting


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