NOTE: For self hosted clients these steps should be performed on only ONE workstation or server that will remain on and connected to the internet 24/7. User must be logged in with the Supervisor user name, not just a user name with supervisor rights. Before starting Exit and Sign out of The Raiser's Edge. Right click the The Raiser's Edge icon and select run as Administrator.

If Blackbaud hosts your database, skip to Step 6.
  1. Review What ports need to be opened in a firewall(s) for RE mobile or the RE Event app to work? to ensure your organizations firewall is setup to allow Web Services to work.
  2. On the Raiser's Edge bar, click Web Services
  3. Under Available Services, click Blackbaud Web Services.  The Blackbaud Web Services moves from under Available Services to Installed Services.
  4. Under Installed Services, click Blackbaud Web Services.  The Configuration Options screen appears.
  5. Install the service:
    • Ensure you are on a workstation or server that will be running and connected to the internet 24/7.  The installation location must be running for users to utilize integration.
    • Click Install Service.  The Blackbaud Web Services Setup Wizard appears.
    • Click the Open button to browse to a location in which to install Blackbaud Web Services
    • Click Next.
    • Click Install.  Blackbaud Web Services is installed to the location you specified
    • After the installation completes, click OK.  You will be returned to the Configuration Options screen
  6. If it is not already open, click Blackbaud Web Services to open the Configuration Options.
  7. Under Features, click ResearchPoint.
  8. Click Generate Key.  The Customer Information screen appears.
  9. Enter your organization's Site ID and an email address associated with your Blackbaud Customer Account.  Click Finish.  The ResearchPoint web service should now be active.
  10. Provide these System Key instructions to users so they can enter it in The Raiser's Edge Configuration within ResearchPoint:
    • Single-click Email to email the System Key directly to users from your default email application.
    • Single-click Copy to clipboard to copy the System Key to your clipboard for pasting into a message, application, or ResearchPoint itself. 
       
NOTE: Users will not be able to use ResearchPoint integration without the System Key
  Refer to How to configure integration with ResearchPoint for additional steps within ResearchPoint. Additional information is available in the ResearchPoint Raiser's Edge Integration User Guide.