July 24, 2018
Recently I've been having more and more conversations around GDPR, and specifically the Right to be Forgotten portion of the regulation. So if we have a customer that asks to be forgotten, how do we deal with that? And what does that mean within our Clarify/Dovetail systems? Often, the conversations dive into what data do we need to get rid of. Customer Information In our CRM / case management systems, the customer record is pretty contained. We have the contact table for the person itself, which has the person's name, phone number, email address, etc. And we have the e_addr table, for their additional phone numbers, email addresses, and web sites. There's some slight differences if we're dealing with B2C or B2B organizations. With B2C, where we might be dealing with Individual Contacts, we may also need to deal with the related…
GDPR and the Right to be Forgotten
July 24, 2018
Recently I've been having more and more conversations around GDPR, and specifically the Right to be Forgotten portion of the regulation. So if we have a customer that asks to be forgotten, how do we deal with that? And what does that mean within our Clarify/Dovetail systems? Often, the conversations dive into what data do we need to get rid of. Customer Information In our CRM / case management systems, the customer record is pretty contained. We have the contact table for the person itself, which has the person's name, phone number, email address, etc. And we have the e_addr table, for their additional phone numbers, email addresses, and web sites. There's some slight differences if we're dealing with B2C or B2B organizations. With B2C, where we might be dealing with Individual Contacts, we may also need to deal with the related…
February 6, 2012
Gary posted recently on Automating Deployment For Clarify. A customer recently had an automation need that I answered in a similar way but rather than using NAnt I pulled from our fancy favorite new build automation tool Rake. In this post we’ll take a look at automating common database setup tasks like applying schema scripts and executing arbitrary SQL using Rake. I hope you find it useful. Where is the Code? I put together a Dovetail Automation gist with everything you need to solve two problems. Applying Dovetail Schema Editor schema scripts. Applying all SQL scripts in a directory. Check out the readme for setup and execution instructions. Next I’ll talk a little about what each task does. Applying Schema Scripts (apply_schemascripts) This task looks for a child directory named schema below where the rakefile.rb is located. Every file in…