MarkView Advisor - Cannot complete setup of the Advisor configuration screens; as directed by the documentation

Behavior

• When setting up and configuring Advisor, you may see "No Data Found!" within some of the Advisor Configuration screens and therefore, may not be able to fully configure those aspects of the Advisor product.

Known Causes

• During an initial Database Synchronization for an Advisor installation, running a Cold Sync Export does not produce the expected number of files in the export directory, specified in the cold sync command (exportDir).
  You may only see a subset of the following [complete] list of files that should appear:

  cold-sync-invoiceworkitemattach
  cold-sync-createmarkviewcall
  cold-sync-createbusinessunit
  cold-sync-createuserinfo
  cold-sync-createqueue
  cold-sync-createdoctype
  cold-sync-workitemtransition
  cold-sync-workitemretrieved
  cold-sync-workitemcreate
  cold-sync-createworkitemclass
  cold-sync-createworkflow
  cold-sync-vendordetailcreate
  cold-sync-vendorcreate
  cold-sync-createpaymenttermdetail
  cold-sync-createpaymentterm
  cold-sync-createholdtype
  cold-sync-invoiceheadercreate
  cold-sync-invoiceholdcreate
  cold-sync-invoicedetailcreate

  
  Therefore, while performing a Cold Sync Import, all of the required data does not import successfully.

Resolution

The initial Cold Sync export process that is run as part of the Database Synchronization procedure during an Advisor installation needs to be run for ALL configured organizations. Subsequent attempts to synchronize new orgs to Advisor can be specified by using the "orgShortNames" parameter as stated in the MarkView Advisor Documentation.

To resolve this issue, please follow the steps in the MarkView Advisor Documentation to run Cold-Sync without specifying any specific Organizations, which will subsequently export ALL Organizations. After completing Cold-Sync for All Organizations, if you later add a new Organization you can follow the instructions in the Documentation to run a Cold-Sync for that specific Organization.

Keywords: configure