Is there any possibility to get a deleted Dashboard back into the system?

Version 1

    Details

     

    • One of the GoldMine Premium Edition Dashboards has been deleted accidentally. 
    • Is there any possibility to get a deleted Dashboard back into the system? 
    • Can a deleted Dashboard be recovered?

     


    Resolution

     

    The possibility to recover a deleted Dashboard primarily depends on the fact if the deleted Dashboard was a predefined or self created Dashboard and if there would be an XML file available. 

    By default only the predefined Dashboards from a GoldMine installation are available as XML files and can be re-imported if accidentally deleted. 

    All Dashboards which were created by a customer are stored within the GoldMine database >> CUSTVIEW table, these are not available as XML files unless they were exported by a GoldMine administrator from the Dashboard feature 

    The following steps and work flows can help customers get an accidentally deleted Dashboard back into GoldMine:

    A. One of the predefined dashboards has been deleted accidentally.

    ATTENTION: It is highly recommended as a first action to make sure to have a FULL RUNNING Backup of your actual GoldMine database.

    1. Make sure that you have identified the deleted pre-defined dashboard from GoldMine shared folder under the Predefined Dashboards folder.
    2. log in-to GoldMine with Master rights
    3. Go To > Dashboards
    4. Right Click > Import
    5. Browse to the identified XML file (from step 1.) and select it
    6. If applicable confirm that this is from a trustworthy source > Import
    7. Chose to overwrite the existing data source message(s)
    8. Verify that the Dashboard is functional again.

     
    B. If you created your own Dashboard and exported it into an XML file

    ATTENTION: It is highly recommended as a first action to make sure to have a FULL RUNNING Backup of your actual GoldMine database.

    1. Make sure that you have identified the deleted own dashboard and identified the location of the previous exported XML file (here GoldMine Support cannot assist at all)
    2. log in with Master rights
    3.  Go To > Dashboards
    4. Right Click > Import
    5. Browse to the identified XML file (from step 1.) and select it
    6. If applicable confirm that this is from a trustworthy source > Import
    7. Chose to overwrite the existing data source message(s)
    8. Verify that the Dashboard is functional again.


    C. If you created your own Dashboard, but you did not export it into an XML file 

    There are 3 possibilities, please keep in mind that some of them are NOT supported and information below is only provided as is without any guarantee and at your own risk. The very best would be to let an SQL DBA with GoldMine Administrator knowledge perform the required steps.
     
    I. Recreate the dashboard from the scratch (make sure after it finished to Export it into a XML file as a future backup

    II.  Restore an SQL backup into a different database / test environment and export the Dashboard from the XML file
    – Technical Support did not test this and full functionality may also depend on the original set-up Dashboard
    – We strongly recommend to perform the necessary actions in a real test environment and not connected to the active production system as any modification to the GM.INI and / or DBALIAS.INI will need to be reverted and verified afterwards.  Additionally the Dashboard shall NOT be adjusted / corrected or executed on the test environment, so that possible data sources are changed or overwritten. 

    The rough steps are:

    ATTENTION: It is highly recommended as a first action to make sure to have a FULL RUNNING Backup of your actual GoldMine database.

    1. Restore the Microsoft SQL backup where the correct Dashboard was still available into a DIFFERENT database on the Microsoft SQL Server or even more recommended as the same database into a DIFFERENT Microsoft SQL Server.
    2. Connect from a test GoldMine instance to the restored database
    3. log in with Master rights
    4. Go To > Dashboards
    5. Right Click on the desired Dashboard > Export > save the XML file
    6. Copy the XML file onto the GoldMine production server (Example: In a specific backup folder for the XML files)
    7. log into GoldMine on the production system with Master rights
    8. Go To > Dashboards
    9. Right Click > Import
    10. Browse to the copied XML file (from step 6.) and select it
    11. If applicable confirm that this is from a trustworthy source > Import
    12. In a first attempt you should NOT chose to overwrite the existing data source message(s)
    13. Verify that the Dashboard is functional again.
    14. If it does not work as expected retry steps 7. -  13. This time with overwriting the data source messages. 
     In this case also make sure that all other Dashboards especially own ones are still fully functional as desired.

    III. Restore a SQL backup into a different database and get back the missing CUSTVIEW (if applicable CUSTDATASOURCE and CUSTRELATIONS) rows via the database back end 

     – Technical Support does absolutely NOT support such a work flow and cannot assist. It would be absolutely recommended that an SQL DBA perform the back end modification.  

    The work flow is as follows:

    ATTENTION: It is highly recommended as a first action to make sure to have a FULL RUNNING Backup of your actual GoldMine database.

    1. Restore the Microsoft SQL backup where the correct Dashboard was still available into a DIFFERENT database on the Microsoft SQL Server
    2. On the production database delete the related GMTTLOG entries (the TABLEID in GMTLOG table is ‘Z’  
     -  A possible query which needs to be adjusted might be

    delete from GMProductiondatabase.dbo.GMTLOG where TABLEID ='Z' and FRECID not in (select RECID from GMRestoreddatabase.dbo.CUSTVIEW)

    3. Copy over the missing rows from the backup database CUSTVIEW table into the production CUSTVIEW table 
     -  A possible query which needs to be adjusted might be

    insert into GMProductiondatabase.dbo.CUSTVIEW
    select * from GMRestoreddatabase.dbo.CUSTVIEW where RECID not in (select RECID from GMProductiondatabase.dbo.CUSTVIEW)

    4. Verify that the Dashboard is functional again.
    5. From our knowledge it should not be necessary to restore also rows from CUSTDATASOURCE and CUSTRELATIONS but the steps 3. – 4. would be correct in case it would be necessary to do so.

    Please keep in mind that this back end manipulation is NOT sync aware and also may delete sync information for other prior correctly deleted  Dashboards and also restore them too, you may wish to first search in the restored database for the Dashboard with the proper RECID value.

    Additional information: 
    It is highly recommended that also as an extra backup that the GoldMine administrator exports your created Dashboards as XML files via the following process:
     
    1. Log-in with master rights
    2. Go To > Dashboards
    3. Right Click on the desired Dashboard > Export > save the XML file
    4. Copy the XML file into a specific backup folder for the XML files