Importing dashboards into a database without dashboard categories will fail on all dashboard imports - Error - CCustView::ReloadDataSource, data source falied

Version 2

    Details

    Importing dashboards into a database without dashboard categories will fail on all dashboard imports

     

    - Error - CCustView::ReloadDataSource, data source falied (Note: the typo appears in the error message)

     

    - Error - CCustView::ReloadDataSource, data source failed

     

    Also, other steps may lead to the behavior, the following are only sample steps on how to replicate the behavior

     

     

    [STEPS TO PREPARE]

    1. Starting with the demo database that contains the stock dashboards.
    2. Create a new database using the wizard (both contact set and GoldMine Base file), selecting the option to  "Create blank tables".

    4. Do not straight away use as new default database but instead

    5. Set the new database for both the gmbase and contact set via Tools >> Options >> 'Login' tab

    6.GoldMine will shutdown and present the user with a login screen.

    [STEPS TO REPLICATE]

    7. After logging in, Go To >> Dashboards
    8. The left pane should appear as blank >> Right Click >> Import >> Select any of the predefined Dashboards

     

     

     


    >> RESULT:
    - All imports of Dashboards will fail with a variety of errors, also after imports whenever the Dashboard will be opened same or similar error appear

     

     

     

     

     

     

     


    Resolution

    [CAUSE]
    - This is RM # 206798
    - The cause is due to the database categories, as defined with rectype of 'C' in the CUSTDATASOURCES table.

    Manually Typed data sources cannot translate macros like <<CAL_TABLE>> as they are category-specific

    The categories get loaded into memory, which is why it will work with the new database until GoldMine is shutdown.
    If  the dashboards are imported and there are no categories loaded into  memory, all of the data sources will be set to 'Manually Typed' breaking  them until they are imported again, with categories in the table.

     

     


    [RESOLUTION]

     

    - Please make sure that you have a full running backup of the database
    -  Please make sure that you have the folder Predefined Dashboards  including the pre-defined XML Dashboard files in the GoldMine  installation folder of the machine where the workaround is applied  available
    - You need master rights to perform this action

     


    1. In the Microsoft SQL Server Management Studio
    2. New Query Button
    3. Make sure from the database drop down that the affected GoldMine database is selected

     

    4.  Copy and paste the following query (either the first as absolute minimum as this is the relevant entry or the second which also resets any dashboard container or last opened dashboard for all users which in this case might be good that the user is starting from the scratch when opening GoldMine Dashboard feature. The Additional Delete queries are resetting the Dashboard related tables, any self-created dashboard which should be currently anyway not available will need to be re-imported. 

     

    -- query 1 for only relevant entry

     

    delete from Environment where name = 'dash_ver'

     

    delete from CUSTDATASOURCE
    delete from CUSTRELATIONS
    delete from CUSTVIEW

     


    -- query 2 for resetting all dashboard related entries

     

    delete from Environment where name like 'dash%'

     

    delete from CUSTDATASOURCE
    delete from CUSTRELATIONS
    delete from CUSTVIEW

     


    5.  Start GoldMine with master rights (you may see a small delay, this is  when the system re-imports automatically the predefined dashboards)
    6. Go To >> Dashboards
    7. Verify the Dashboards are now available and working

    Additional Notes:
    - A flash video (without sound) of the issue and resolution can be reviewed or downloaded from http://www.screencast.com/t/L8r74MQzKD