Data Warehouse Overview

Core Data Warehouse Basics

  • Up to 200 fields, formula values, and roles per object type are stored in the Data Warehouse.
  • Data is updated every two to five minutes, depending on the data load.
  • Following initial activation, it may take 30 minutes or more before the Data Warehouse is fully functional. Additionally, significant changes to your organization (e.g. a data import) can take 30 minutes or more to transfer successfully.

BI Tool Requirements for Connecting to our Data Warehouse

  • TLS 1.2 is the minimum version for BI tool connectivity to our Data Warehouse. Some BI tools, such as Microsoft Power BI, may have additional requirements before a connection can be established. 
  • If you have trouble connecting to the Data Warehouse, speak to your IT department to allow outbound connections on TCP port 5432.
  • If a connection to the BI tool failed due to a certificate error, contact Resolver Support for assistance.

Troubleshooting Tips

  • If your organization was recently imported into Core, wait a minimum of 30 minutes before transferring data into the Data Warehouse.
  • The statement timeout is set to 60 seconds. If you see the message ERROR: canceling statement due to statement timeout, you may need to limit how much data you are pulling out, so it completes within that time.
  • Data Warehouse passwords are not stored in Core. If you need to log into the BI tool, but you've misplaced the original password, another password must be generated.
  • If the user account that generated the password entered into the BI tool is deleted, disabled, or loses its admin privileges, the current Data Warehouse session will be terminated. To re-gain access, a new password must be generated once again from a different admin account and entered into the tool.

Core Data Warehouse Limitations

  • Rich Text Fields only store a preview of the first 500 characters added to the field.
  • If you need to make any field, formula or object name changes, a manual update in the Data Warehouse tool is required to reflect these changes. However, it's important to note that amendments of this nature may negatively affect your BI reports as:
    • Previous names of tables, fields and relationships will not work in your existing data sets and reports and will need to be updated in your BI tool
    • Historical data tables will be reset, so changes to data will only show from when your Data Warehouse was reset and onwards.
  • The Data Warehouse feature does not:
    • Record objects' changes from one state to another.
    • Store attachments (image or file) or text formatting (markdown or rich text).
    • Transfer role permissions. This means that any user with access to the BI tool will be able to view object data their role permissions would otherwise restrict.
    • Automatically transfer field, formula, or object type name changes into the Data Warehouse. A manual update in the tool is required to reflect these changes but note that amendments of this nature may negatively affect your BI reports.