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Delete old email, keep history

 
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dougd



Joined: 29 Jan 2008
Posts: 8

PostPosted: Tue Sep 23, 2008 3:47 pm    Post subject: Delete old email, keep history Reply with quote

Goldmine v7.0.70302 with SQL 2000 on a Windows 2003 server.

I have a client that has inquired about deleting old email from their database, while preserving the history log itself.  To be clear, they would like to keep the log entries for a contact's history, but want the underlying email message to be deleted after a certain time (2 years), so that double-clicking on the log entry cannot open the original email.  In this instance GM is not used as a sales tool and the old email is deemed a liability to the organization after a certain amount of time.

I'm not sure Goldbox can even do this.  Any suggestions?

Thanks.
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BobTaylor



Joined: 14 Sep 2007
Posts: 1261
Location: Jacksonville, FL

PostPosted: Tue Sep 23, 2008 4:23 pm    Post subject: Reply with quote

GoldBox can. If you don't want to archive the E-mail, just use GoldBox's Global Delete of History, with the ""IF Email: Delete linked Mailbox record?" and the "Retain the Email Reference in History?" both checked. And, of course, you'd apply your date query.
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Bob Taylor
Bob Taylor Consulting
(904)745-2903
www.goldboxbob.com
Consulting with GoldMine and GoldBox since 1997.
Also see me at http://www.castellcomputers.com/contactreview/phpbb2/
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dougd



Joined: 29 Jan 2008
Posts: 8

PostPosted: Tue Sep 23, 2008 7:27 pm    Post subject: Reply with quote

Thanks Bob.  I'll go buy it.
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bgannett



Joined: 14 Sep 2007
Posts: 2828
Location: USA

PostPosted: Tue Sep 23, 2008 8:17 pm    Post subject: Reply with quote

I agree with Bob Taylor's suggestion.  Backup before doing any of this.
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Bob Gannett
Affordable GoldMine Support
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BobTaylor



Joined: 14 Sep 2007
Posts: 1261
Location: Jacksonville, FL

PostPosted: Tue Sep 23, 2008 8:26 pm    Post subject: Reply with quote

Very good point, Bob!
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Bob Taylor
Bob Taylor Consulting
(904)745-2903
www.goldboxbob.com
Consulting with GoldMine and GoldBox since 1997.
Also see me at http://www.castellcomputers.com/contactreview/phpbb2/
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dougd



Joined: 29 Jan 2008
Posts: 8

PostPosted: Wed Dec 31, 2008 11:10 pm    Post subject: Reply with quote

Well, I have the Goldbox 7 product installed and I am attempting to perform the email/history archive.  I guess my problem is related to the SQL statement syntax.

As a test I'm using the statement -

CONTHIST.ONDATE = "11/19/2008"

I've tried multiple variations of the date, i.e. '11/19/2008' or ("11/19/2008"); however no records return and I know there is at least one of them.

Thanks again for any assistance and don't worry, this is a test system, so I'm not actively jeopardizing any production data.
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BobTaylor



Joined: 14 Sep 2007
Posts: 1261
Location: Jacksonville, FL

PostPosted: Wed Dec 31, 2008 11:28 pm    Post subject: Reply with quote

Well, the correct syntax is single, not double, quotes surrounding the date. And normally you don't use a specific date, but all ONDATEs that are less than or equal to a specific date; and it would be a date that's sufficiently far past that it would make sense to archive and delete records prior to that date. Something like

Code:
CONTHIST.ONDATE <= '11/19/2006'


Don't forget that you can click the "odometer" button at the query screen, and get a quick count of how many records meet your criterion.
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Bob Taylor
Bob Taylor Consulting
(904)745-2903
www.goldboxbob.com
Consulting with GoldMine and GoldBox since 1997.
Also see me at http://www.castellcomputers.com/contactreview/phpbb2/
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dougd



Joined: 29 Jan 2008
Posts: 8

PostPosted: Thu Jan 01, 2009 4:45 pm    Post subject: Reply with quote

BobTaylor wrote:
Well, the correct syntax is single, not double, quotes surrounding the date. And normally you don't use a specific date, but all ONDATEs that are less than or equal to a specific date; and it would be a date that's sufficiently far past that it would make sense to archive and delete records prior to that date. Something like

Code:
CONTHIST.ONDATE <= '11/19/2006'


Don't forget that you can click the "odometer" button at the query screen, and get a quick count of how many records meet your criterion.


Thanks for the prompt response.  It helped me get a little closer.

I can perform the dry run and get the expected results.  However, when I unclick the 'dry run' check box in order to do it for real, I receive the following program alert message -

File does not exist: HADELTBL.DBF
File:  c:\golbox7\gx4funcs.prg
Routine:  RESETDBHDR
Line:  3827

Do I have to create this table manually?

Thanks again.
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BobTaylor



Joined: 14 Sep 2007
Posts: 1261
Location: Jacksonville, FL

PostPosted: Thu Jan 01, 2009 6:09 pm    Post subject: Reply with quote

No, but I don't know the solution. First, ensure that you have the latest update to GoldBox 7. Then try again. If that doesn't work, you'll need to call or write to Dave Petonic, giving him the full error info that you gave me (the line number might change, if you updated). He should be able to resolve it for you.
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Bob Taylor
Bob Taylor Consulting
(904)745-2903
www.goldboxbob.com
Consulting with GoldMine and GoldBox since 1997.
Also see me at http://www.castellcomputers.com/contactreview/phpbb2/
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dougd



Joined: 29 Jan 2008
Posts: 8

PostPosted: Thu Jan 01, 2009 10:16 pm    Post subject: Reply with quote

BobTaylor wrote:
No, but I don't know the solution. First, ensure that you have the latest update to GoldBox 7. Then try again. If that doesn't work, you'll need to call or write to Dave Petonic, giving him the full error info that you gave me (the line number might change, if you updated). He should be able to resolve it for you.


Thanks yet again for your assistance Bob.
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BobTaylor



Joined: 14 Sep 2007
Posts: 1261
Location: Jacksonville, FL

PostPosted: Thu Jan 01, 2009 10:21 pm    Post subject: Reply with quote

Please let us know how it turns out, thanks.
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Bob Taylor
Bob Taylor Consulting
(904)745-2903
www.goldboxbob.com
Consulting with GoldMine and GoldBox since 1997.
Also see me at http://www.castellcomputers.com/contactreview/phpbb2/
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