How to recover a deleted contact record: By merging the original contact record into a new created record and creating a transfer set on the backup data

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    Details

    How to recover a deleted contact record: By merging the original contact record into a newly created record and creating a transfer set on the backup data

     

    The below approach and steps might be the easiest way for end customers but might result in the lowest success rates

     

    The workflow for this approach is
    - A create a new record with merging the old Contact record into it (this will create a new RECID / ACCOUNTNO and relink all existing information to this record) on a backup database where the record still exists
    - Create a manual sync set from this new contact record only
    - Retrieve this sync set manually on the current production database

     

    >> The new contact record with the additional contact information should appear again, but it might be that additional information like historical items, calendar items etc may be missing


    Resolution

    - It is highly recommended prior any action also to review the related articles How to recover a deleted contact record: By deleting the related TLOG entries related to the original contact record and creating a transfer set on the backup data  and How do I recover a deleted contact record? Process with restoring a GoldMine database backup and applying recent changes apart from the deleted record as they contain different approaches for recovering a deleted Contact Record within GoldMine

    [STEPS]

    - GoldMine Technical Support will not assist in performing those actions and they are provided as-is. It is recommended to contact your GoldMine partner or consultant to discuss the steps further

     

    1. Backup current database
    2. Determine the most recent backup where the record still existed (keep in mind that all interaction with and on the contact record since the backup and until now will be lost and cannot be recovered as the data is not available in any database not yet/anymore) and restore the database into a DIFFERENT DATABASE than the production database.
    3. Adjust GoldMine (the best is in a test environment or when no users are working in GoldMine) to connect to the restored database both Contact set and GoldMine base files)
    4. Open the backup database within GoldMine (verify in Help >> About GoldMine >> System (GoldMine files and Contact set files are pointing to the backup database) - recommended to verify how many data (e.g. via right click >> Summary on the certain tabs the contact record has, please keep in mind that this may reach the set limit of maximum shown records and you may have to scroll further down to see the final number)
    5. Create a New record and name it, for example, org contact replacement
    6. Window >> New Contact Record
    7. Search for the original still existing contact record
    8. Make sure to have now 2 Contact record tabs open >> the ACTIVE new created replacement Contact record and the original contact record (which is INACTIVE)
    9. Tools >> Data Management >> Merge/Purge Records >> Merge Opened Records
    10. Review and confirm the upcoming message
    11. Verify that all data is merged into the newly created contact record (additionally on the Additional Contacts appears the merged record with a reference Duplicate record)
    12. Make sure that the newly created record is still ACTIVE
    13. Tools >> Synchronize >> Synchronization Wizard to open the Wizard window
    14. Start a new session >> Next
    15. Create a transfer set >> Next
    16. Select / Enter the desired path>> Next
    17.a. Right click in Send Record Types, click Select All on pop-up menu then scroll down to the Linked Documents and Uncheck the whole section
    17.b. Right click and Select All in the calendars users section >> Next
    18. Select 'Only the current contact record'  >> Next
    19. Select No >> Finish
    20. Adjust GoldMine to connect to the original production database with both Contact set and GoldMine base files)
    21. Open the correct database within GoldMine (verify in Help >> About GoldMine >> System (GoldMine files and Contact set files are pointing to the production database again)
    22. Tools >> Synchronize >> Synchronization Wizard to open the Wizard window
    23. Start a new session >> Next
    24. Retrieve a transfer set >> Next
    25. Select / Enter the desired path>> Next
    26.a. Right click in Retrieve Record Types, click Select All on pop-up menu then scroll down to the Linked Documents and Uncheck the whole section
    26.b. Right click and Select All in the calendars users section >> Next
    27. Select the appropriate Contact Set (Production database)
    28. Finish
    29. Verify after the synchronization if the available and recovered amount of information is acceptable 

     


    Additional Note when restoring the backup database into the same Microsoft SQL Server Instance
    - ATTENTION: in all 3 cases it might be necessary to rest the Service Broker for the SQL database as restoring into the same SQL server will create a duplicate Service Broker ID (see KM Article # 12856)

     

    1. Open the SQL Server Management Studio
    2. Open a New Query
    3. Copy and paste and adjust the following statement

     

    USE master
    GO
    ALTER DATABASE [DatabaseName] SET NEW_BROKER WITH ROLLBACK IMMEDIATE
    GO

     

    Replace DatabaseName with the upgraded and copied database name

    4. Execute the query