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Pleasanter User Manual

Contents

  • Update Information
    Version-up information for Pleasanter and Pleasanter Extended Content.
  • Product Information
    Manuals for Enterprise Edition, an enhanced version of Community Edition, and for Pleasanter Extensions.
  • Setup
    Manuals for using Pleasanter in a variety of environments.
  • AI Integration
    Manuals for using Pleasanter together with AI.
  • User's Guide
    Manuals for using Pleasanter as a general user.
  • Manager's Guide
    Manuals for using Pleasanter as a system administrator.
  • Developer's Guide
    Manuals for extending Pleasanter with JavaScript, CSS, SQL, and more.
  • FAQ
    A collection of frequently asked questions and answers.

What's New

Check the manual updates (last 8 pages) that accompany version upgrades and content revisions.

Pleasanter User Manual
Contents What's New Check the manual updates (last 8 pages) that accompany version upgrades and content revisions.
FAQ
Overview This category contains the following.
Backup & Restore
Overview This category contains the following.
I want to know how to back up and restore the database data of Pleasanter installed on Azure.
Answer The "Backup" of Azure SQL Database is performed automatically on Azure, so manual backup is not required. Overview The backup of Azure SQL Database is performed automatically on Azure, so manual backup is not required. For details, please refer to the Microsoft documentation below. https://docs.microsoft.com/en-us/azure/sql-database/sql-database-automated-backups For DB restoration procedures, please refer to the Microsoft documentation below. ・How to restore from Azure Portal https://docs.microsoft.com/en-us/azure/sql-database/sql-database-recovery-using-backups ・How to restore using SQL Server Management Studio https://learn.microsoft.com/en-us/sql/relational-databases/backup-restore/restore-a-database-backup-using-ssms?view=sql-server-ver16examples
How to backup and restore Pleasanter's DB data
Answer Please refer to I want to back up Pleasanter' DB data regularly. Overview Please refer to the following FAQ when "Backup" the database. I want to back up Pleasanter' DB data regularly To restore the database, select the database used by Pleasanter from SQL Server Management Studio and restore it based on the backup file created above. For details, please refer to the following Microsoft document. Restore a complete database backup In addition, if you want to restore the database to another environment due to the migration of the Pleasanter environment, you will need to run "CodeDefiner" used to upgrade Pleasanter after restoring the database. Related Information - FAQ: I want to backup Pleasanter'' DB data regularly (SQL Server)
In environments using PostgreSQL as the database, application errors occur and export is not possible (cases where "PostgresException: 54000" exception is recorded in Syslogs)
Answer It is necessary to reduce the number of columns to export, reduce links, or split the output to keep the result within PostgreSQL's column limit of 32,767 for joined tables. Overview Pleasanter performs table JOIN processing according to link settings between tables when exporting (database queries). When numerous links are configured in a table, the number of columns in the JOINed result may exceed PostgreSQL's column limit of 32,767 for joined tables, causing Pleasanter application errors. The column limit of 32,767 is a PostgreSQL specification and cannot be changed. It is necessary to reduce the number of columns to export, reduce links, or split the output to keep the result within the limit. Operation Steps Follow the steps below to investigate whether this FAQ applies. 1. Check and obtain the system log in Pleasanter. 1. Check if the exception "PostgresException: 54000: joins can have at most 32767 columns" is recorded.
When trying to obtain a backup with the pg_dump command, an error occurs saying "Dumping the contents of table "Binaries" failed:"
Answer It's possible that memory shortage occurred due to large files being attached to records and these attachments being stored within the PostgreSQL database. If the number of attached large files is not extensive, it may be possible to execute pgdump by individually downloading and backing up the attached files, then removing the attachments from the database. Overview Please confirm the prerequisites before implementing the operational procedures. Prerequisites 1. The following is a workaround for when the number of large attached files is not extensive and the Provider value in the configuration file "BinaryStorage.json" is "Rds". 1. When the Provider value is "Rds", attached files are stored in the Binaries table and Binariesdeleted table within PostgreSQL. 1. Attached files in the Binaries table can be deleted through Pleasanter's screen operations. 1. The Binariesdeleted table stores deleted attached files (for the purpose of restoration and reference from history). 1. Attached files are BASE64 encoded and stored as strings within the database.
I want to backup Pleasanter' DB data regularly (SQL Server)
Answer Set up regular "Backup" in SQL Server Integration Service Manager (SSIS). If you are using SQL Server Express, please refer to Back Up The Database (SQL Server) in Pleasanter. Overview If you are using SQL Server for the database, you can set up regular backups of the database in SQL Server Integration Service Manager (SSIS). If you are using SQL Server Express, you cannot use SSIS, so please refer to Back Up The Database (SQL Server) in Pleasanter. Operation Procedure 1. Install SQL Server Integration Service Manager (SSIS) If it is already installed, skip this step. 1. Start the installer from the SQL Server 2017 media and select "Install" - "Perform a new standalone installation of SQL Server or add features to an existing installation".