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GoldMine Install Guide PDF

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1. r Contact Record Access to Others jv AddNew IV Assign Owner MW Calendar tan V Edi Fields v Edt TabFoldets 7 History am Delete IV Schedule Process IV Forecast fian v Required field override M Links aM E r General Access MW Build Groups ReaklTime Tab M Groups all m M Output to menu IV Reports all Ei 5 SEEN Queries V Template a 7 v tti SII IV Fites tan IV Net Update connections SQL Logon name SQL Password fa fee A Reset All Set All Cee GoldMine A Initial Setup D 13 7 Ensure the SQL Logon name and SQL Password are correct such as sa and sa 8 Click OK The User s Master File dialog box reappears 9 Click Close Installation Guide D 14 Installing Management intelligence E Starting Manager s Console 1 From Start select Programs gt gt GoldMine gt gt Manager s Console The Manager s Console Start Mode dialog box appears Manager s Console Start Mode x OK Connect to Server cs doc 2000svr ok Cancel M Select New Data Source Help 2 Select Start as Server 3 Click OK The Select Manager s Console Data Source dialog box appears Select Manager s Console Data Source x Please specify the data source to use for Manager s Console KI GMSales_Mkta 4 In the drop down list select
2. Am Contact Us xvii Contact Us Support Site FrontRange Solutions can answer your technical support questions about HEAT GoldMine and FrontRange product families Visit support frontrange com Contact Information FrontRange Solutions Worldwide Headquarters 5675 Gibraltar Drive Pleasanton CA 94588 USA TEL 800 398 1800 Offices are also located in Colorado United Kingdom Germany South Africa Australia Singapore and China For international locale information refer to the Global Sites area of the FrontRange Solutions Web site Installation Guide GoldMine System Requirements Overview This chapter provides the necessary system requirements information you need before you begin a network server client workstation or undocked single user GoldMine installation Note Before installing GoldMine please review the most current version of the compatibility matrix document available for download from the support frontrange com website 1 2 System Requirements 2E Level of Windows Security Members of the Power Users group can create user accounts but can modify and delete only those accounts they create They can create local groups and remove users from those local groups and can also remove users from the Power Users Users and Guests groups Power Users group members cannot modify the Administrators or Backup Operators groups nor can they take ownership of files back up or restore directories load
3. Contents Introduction Welcome to GoldMine iere ees eee exe eee eee xv COU this SUIS Seed ek peser escribes e te ate Renee xvi Audience and Expertise 2 5 2 eevee va peda er TRO AURA xvi Document Conventions 55s us cover eo SO E REEL ER PE E des xvi Contact US oeste hoe EROR Ee Ok DN TOOL LH ROC ete xvii System Requirements OVGeLVIeW saeua Ra Sa enables oe d 1 1 Level of Windows Security eise ee ee ire 1 2 Enwirornments 2 piperita pierre 1 2 Host Requirements vi iena rara aa 1 3 Server Regunernents coil aaa 1 3 Undocked Single user Requirements 1 5 Software Requirements uc heed eek eren ule ied pc Wed DR 1 8 Ancillary Requirements isso 1 8 GoldSync Requirements c4 osos s s ER eC eRe Re ER DR Rees 1 9 Installing Premium Edition ODVeDVIe Wa wise pee tis epe E EE vri voie 2 1 Planning for Installation 5 5 re er yy eh 2 2 Installing GoldMine on Windows XP 2 2 Installing GoldMine on Windows Vista 2 3 Changes to System Files pierro ilaria are 2 3 Changes to System Files for Microsoft Windows Vista 2 4 Installation CHECKS creare i 2 5 Server Installation Checklist sessio ia eme 2 6 Shared Workstation Installation Checklist 2 7 Undocked Computer Installation Checklist 2 7 Installing on a Server SOL Database 2 8 Installing on a Server Firebird Database 2 15 Running a Workstation Ins
4. 1 08 GMSMN0043 GoldMine Premium Edition Installation Guide Version 8 0 ii Notices Copyright 2008 FrontRange Solutions USA Inc All Rights Reserved Microsoft SQL Server is Copyright 2002 Microsoft Corporation All rights reserved This software includes software developed by the Apache Software Foundation http www apache org This program includes Firebird SQL Database Engine v1 5 Firebird SQL Database Engine v1 5 was developed by Inprise Corporation now called Borland Software Corporation Copyright 2001 2005 All Rights Reserved The Firebird SQL Database is distributed on an AS IS basis WITHOUT WARRANTY OF ANY KIND either express or implied You may obtain the source code for Firebird by going to the downloads page at http www ibphoenix com main nfs a ibphoenix amp s 1112825832 328167 amp page ibp_download_15 according to the terms of the Initial Developer s Public License Version 1 0 Upon install the license files can be found in the Program Files Firebird Firebird_1_5 folder You may obtain a copy of this source code license from the Firebird Project website at http www firebirdsql org index php 0p doc amp id idpl The executable version of the Firebird SQL Database Engine v 1 5 which is distributed in conjunc tion with GoldMine software by FrontRange Solution is made available according to the terms of the FrontRange license agreement located in the GoldMine installer and in the product do
5. If you are installing From CD ROM they are located in the supplemental Folder GoldMine Ringan Undocked Computer Installation 2 29 12 To install all add in components click Yes To install only GoldMine applications click No 13 The Language Type dialog box appears amp GoldMine Installation Language Type Please specify the local version of English which will be used Please specify the local version of English which will be used For this installation United States O australia O United Kingdom v Install Demo Data with GoldMine 14 Select the local version of English for your installation 15 Click Next The Database Selection dialog box appears Installation Guide 2 30 Installing Premium Edition i GoldMine Installation Database Selection Please specify which database to use O Microsoft SQL Server Firebird 16 Select Firebird 17 Click Next The Firebird Installation dialog box appears i GoldMine Installation Firebird Installation Please specify which options you prefer v Install Firebird Database Server and Client Install Firebird Client you may optionally install the Firebird Server and Client or if connecting to a remote Server select the Firebird Client only Note This dialog will not appear if either the Firebird Server or Client have already been installed GoldMine Ruining an Undocked Computer Installation 2 3
6. YOU AGREE TO BE BOUND BY THE TERMS OF THIS EULA IF YOU DO NOT AGREE WITH THE TERMS OF THIS EULA PROMPTLY RETURN THE UNUSED LICENSED SOFTWARE TO THE PLACE FROM WHICH YOU OBTAINED IT FOR A REFUND 1 Protection Ownership The Licensed Software may include software owned by third parties collectively Third Party Owners The Third Party Owners are third party beneficiaries of this EULA and You agree to be bound to them under all the terms and conditions of this EULA unless and to the extent that a separate license agreement for such software governs The Licensed Software is protected by copyright and other intellectual property laws FrontRange Solutions or a Third Party Owner retain ownership of the Licensed Software and the copies of the Licensed Software provided herewith The Licensed Software is licensed to Licensee for use subject to the terms set forth in this EULA You agree that this is a license only and that no title passes to You You agree not to challenge FrontRange Solutions rights in or otherwise attempt to assert any rights in the Licensed Software except those provided under this EULA 2 Grant and Scope of License Subject to the terms and conditions of this EULA FrontRange Solutions hereby grants to Licensee and Licensee fully accepts upon delivery a nonexclusive nontransferable and perpetual unless earlier terminated as provided below right to use only the executable version not source code of the Licensed Software for i
7. integrated automated solution to managing customer relationships It offers effective tools to develop contacts conduct activities and track progress With GoldMine s synchronization features users working remotely can stay current with the main company database xvi Introduction e About this Guide The GoldMine Installation Guide describes the basic components and steps for installing GoldMine on your server client workstations and undocked computers The appendixes help you integrate GoldMine smoothly with your other technology tools Please see the online Help for additional information Audience and Expertise The information in this manual is written for GoldMine users and system administrators performing installations It describes the system requirements step by step installation instructions and tips for server setup workstation setup and undocked user installations This material assumes the user has an understanding of the Microsoft Windows operating system Document Conventions Example Description File gt gt Print Menu bar commands in this example select File on the menu bar then select Print in the drop down menu The Select a Data Source Dialog boxes and menu items in bold dialog box appears OK Button names Note Additional information CAUTION WARNING Critical information to prevent functionality or data loss LO Reference to another topic or resource GoldMine
8. Server Full Setup Shared Server A company that must support multiple GoldMine users using a shared system Users can then connect to the server copy from their local client workstations using shortcuts installed by running a Workstation installation Full Setup Installation Guide 2 6 Installing Premium Edition A Server Installation Checklist A GoldMine Back up your database and folders Upgrading customers only If you are upgrading back up your GoldMine database We also recommend backing up your GoldMine folder and any other folders containing files linked to GoldMine before beginning any installation This prevents the loss of valuable contact information Confirm all GoldMine users are logged out of the system Upgrading customers only Uninstall linked and integrated programs upgrading customers only Uninstall GoldMine Link for Word GoldMine Plus Microsoft Office GISME GISMO Exit all running system programs and stop services Includes third party utilities that integrate with GoldMine other GoldMine add on products such as GoldSync the Microsoft Office Shortcut bar Stop all services that integrate with GoldMine Install ancillary programs Install necessary programs on the computer serving as the GoldMine server or on another computer on your network See Ancillary Requirements on page 1 8 Install GoldMine Install on the computer serving as your GoldMine server Select
9. Solutions warrants that for a period of ninety 90 days following delivery of the Licensed Software i the media on which the Licensed Software is furnished shall be free from defects in materials and workmanship under normal use and ii the Licensed Software will perform substantially in accordance with FrontRange Solutions user documentation accompanying the Licensed Software FRONTRANGE SOLUTIONS DOES NOT WARRANT THAT THE LICENSED SOFTWARE WILL MEET YOUR REQUIREMENTS OR THAT THE OPERATION OF THE LICENSED SOFTWARE WILL BE UNINTERRUPTED OR ERROR FREE OR THAT ALL DEFECTS WILL BE CORRECTED THIS LIMITED WARRANTY IS VOID IF FAILURE OF THE LICENSED SOFTWARE HAS RESULTED FROM ACCIDENT ABUSE MODIFICATION OR MISAPPLICATION OF THE LICENSED SOFTWARE If You believe there is a defect in the Licensed Software such that it does not meet the Limited Warranty provided above You must notify FrontRange Solutions in writing within the 90 day warranty period FrontRange Solutions entire liability and Your exclusive remedy with regard to the Limited Warranty shall be at FrontRange Solutions sole discretion either repair or replacement of the Licensed Software or a refund of the amount paid to FrontRange for the Licensed Software provided in that case that You also return the Licensed Software Any repaired or replacement Licensed Software shall be warranted for the remainder of the original warranty period To the maximum extent permitted by applicable
10. Technology Inc Citrix Systems Inc Corel Corporation Business Objects S A dBASE Inc Financial Computer Support Inc Fast Search and Transfer SAS FirebirdSQL Foundation Incorporated Australia Genesys Telecommunications Laboratories Inc Genesis 2000 Inc IDT Corporation copyright of Redstone Softbase Company iv Notices TRADEMARK OR REGISTERED TRADEMARK GraphOn GO Global Great Plains Hewlett Packard IBM Lotus Lotus Organizer InaPlex Inaport COMPANY GraphOn Corporation Great Plains Software Inc Hewlett Packard Company IBM Corporation Inaplex Limited Intel Pentium Dialogic Intuit QuickBooks QuickBooks Pro ITIL KNOWLIX LANDesk Linux Maximizer Enterprise Microsoft Active Directory Microsoft SQL Server ActiveX Outlook Windows Windows NT NET Visual FoxPro Microsoft Exchange Server Microsoft NET Netcensus Netilla Netscape Netscape Navigator Novell Netware Groupwise OmniRush formerly FaxRush Oracle Palm MyPalm Palm Powered Palm Net PalmOS PalmPak Pink Elephant Red Hat RightFax Rolodex Sage Line SaleMaker SAP Scansoft SpeechPearl SPARC Sun Java Solaris Sybase Symantec pcAnywhere WinFax UNIX VNC Voxpoint Visor Zetafax Intel Corporation Intuit Inc The Office of G
11. User group Consult Microsoft Windows online Help 1 o N A DI FP C N 11 12 Navigate to Program Files GoldMine Right click to display the local menu then select Properties Click the Sharing tab Select Share this folder Click Permissions On the Share Permissions tab select Add Select the user or user group to grant access to Click OK to return to the Share Permissions window Select the data access permissions you want to allow or deny to the selected users or user groups GoldMine users must have full control Click OK Click the Security tab 10 In the Group or user names area select the users you want to define access privileges for Select the GoldMine application permissions you want to allow or deny to the user or user group GoldMine users must have full control Click OK Installation Guide A4 Granting Access Privileges in Windows XP GoldMine Firebird Information Overview Firebird is an open source SQL solution When you select a Firebird database during installation of GoldMine 8 0 a working copy of Firebird 1 5 is installed See Installing on a Server Firebird Database on page 2 15 Obtain the source code and documentation for Firebird from the downloads page at http www ibphoenix com After GoldMine installation the license files can be found in the Program Files Firebird Firebird_1_5 folder Obtain a copy of this source code license from the Fi
12. a substantially similar manner to the original product or c upon failure of a or b despite the reasonable efforts of FrontRange Solutions to terminate this EULA and return the license fee paid by Licensee for the Licensed Software pro rated over a four 4 year life span THE FOREGOING INDEMNIFICATION IS LICENSEE S SOLE AND EXCLUSIVE REMEDY AND FRONTRANGE SOLUTIONS SOLE AND EXCLUSIVE OBLIGATION WITH RESPECT TO THE INFRINGEMENT OF INTELLECTUAL PROPERTY RIGHTS Maintenance and Support FrontRange Solutions provides maintenance and or technical support including upgrades and enhancements for the Licensed Software only through separate agreements Please contact FrontRange Solutions or the place from which You obtained the Licensed Software if You wish to obtain maintenance and or technical support through the execution of such an agreement Compliance Export Control Privacy You must comply with all applicable laws and regulations in Your use of the Licensed Software You may not export ship transmit or re export the Licensed Software in violation of any applicable law or regulation including without limitation the Export Administration Regulations issued by the United States Department of Commerce or any such similar law or regulation issued by such other governmental entity which may have jurisdiction over such export Further You agree to abide by all applicable data protection SPAM privacy communication and similar rules
13. an existing database To use an existing GoldMine database enter the location of the GoldMine system folder on the server This is the folder that contains gm ini file m 10 Click Next The Custom Setup dialog box appears i GoldMine InstallShield Wizard Custom Setup Select the program Features you want installed Click on an icon in the list below to change how a feature is installed Feature Description Install GoldMine Premium GoldMine amp Premium Edition Edition application Files GoldMine Plus This feature requires 60MB on your hard drive lt Back Next gt Cancel 11 To install GoldMine Premium Edition application files and GoldMine Plus Microsoft add in components click Next IMPORTANT Microsoft Office must be installed prior to installing GoldMine Plus components Installation Guide 212 Installing Premium Edition E 3 Note To install only the GoldMine application without GoldMine Plus components click the GoldMine Plus icon and select This feature will not be available from the drop down menu Click Next GoldMine Plus will not be installed at this time You may install these components at a later date using the Add or Remove Programs control panel in Windows then selecting GoldMine from the list Choose Change from dialog window options to access the GoldMine Plus installer 12 A Question dialog box appears 9 GoldMine Plus requires several Microsoft Offi
14. auditing purposes Please take a few moments to provide us with your registration information below Organization Contact Name FrontRange Solutions USERNAME E mail address Phone Fax usemame frontrange com 555 555 5555 Address 1 Address 2 5 Five Street City State Prov ZIP Country Fiveville ca 55555 jusa This checked box indicates your consent for FrontRange Solutions to use this information to send product services and promotional information from time to time Your privacy is important to us To review our privacy policy please visit http www frontrange com privacy html 2 Enter your contact information in the designated text boxes to continue All fields are required Click the check box if you want to receive future product information Installation Guide D Enter License Information So that we may better assist you please take a moment to tell us about your GoldMine purchase below Place of purchase Purchase Date Special Event 1 15 2008 How did you learn about GoldMine Advertising Your current contact manager if any Other Your software dealer Test as res 3 Select or enter information about your GoldMine purchase in the fields 4 Click Next The Enter GoldMine Serial Number dialog box appears 2 Enter GoldMine Serial Number Please enter your GoldMine Serial Number and Key Code below GoldMine Seri
15. certain functionality will be lost such as macro recording This is due to security requirements within Vista which connects certain privileged functions with the locations where their associated exectutables are launched from The installer will offer customized path settings for GoldMine s program files and program data The installer by default creates the destination folders with correct permissions set for proper use If the destination folders you will install to already exist or if you create them yourself you must ensure that the selected folders have the correct access permissions Changes to System Files Located in the GoldMine folder these store user and licensing information System files typically take a BIN or XML format whether you use Firebird or SOL as your database system Installation Guide 2 4 Installing Premium Edition DataDict xml Includes database and field definitions and is required for creation of required databases and maintenance operations Flags bin Controls the number of users logged on to GoldMine License bin The system s license control table that stores License Manager information and validates incoming sync connections Users Formerly Users dbf this is now a table It is rehosted to the SOL Server starting with version 7 0 It collects the user s information such as user login and permission information User info bin Stores SOL login information GM ini Contro
16. operating systems 1 3 security 1 2 Service packs SBS 1 3 Shared server installations checklist 2 6 workstation installations checklist 2 7 running 2 23 workstation requirements operating systems 1 5 1 6 Sharing DLL B 2 tab A 3 Single user installations checklist 2 7 running 2 27 Single user requirements about 1 5 CPU 1 5 memory 1 5 performance considerations 1 5 Site master 2 36 Site License S License about 3 11 creating 3 11 licensing with 3 15 S License 3 3 3 11 3 15 Software requirements 1 8 Split Path Installation 2 4 Sub 3 2 Sub license 3 2 3 6 creating 3 11 3 12 for remote offices 3 11 for undocked users 3 13 System files 2 3 System requirements ancillary 1 8 GoldSync 1 9 server requirements 1 2 single user requirements 1 5 Index 1 9 U installing option 2 2 22 2 23 mapping a drive 2 23 U License 3 13 PP Undocked 2 36 Y GoldSync setup 2 27 f installation 2 27 Y License 3 3 3 11 3 15 users creating sub licenses for 3 13 licenses 3 13 warning 3 13 Undocked License U License about 3 13 creating 3 13 licensing with 3 15 Upgrading considerations 2 2 failure E 1 large SQL Server databases 2 34 E 1 licensing schema 3 4 on Windows XP A 1 remote systems 2 36 Upgrading European Special Characters F 2 User accounts 3 9 User_info bin 2 4 Users table 2 4 users dbf 2 4 V Vista Add in installations 2 26 Installation 2 4 Ins
17. or unload device drivers or manage the security and auditing logs CAUTION If you are running Windows XP or Windows 2003 Server you must be logged on as a Power User or local administrator or be part of a Power User or administrator group Consult Microsoft Windows online help for further information Environments Pay particular attention to the system requirements that apply to your environment and license type GoldMine can be installed and run in various environments For example you can install GoldMine on a Server or select a regular computer to host a server installation Environment is influenced by database size and capabilities performance considerations number of shared undocked users and so on GoldMine uses either the Microsoft SOL Server or Firebird database GoldMine Am Host Requirements 1 3 Host Requirements Requirements are listed for the following Server Shared Workstation Undocked Single user Note If using GoldMine with Microsoft SQL Server use Recommended instead of Minimum requirements Server Requirements Network Operating Systems FrontRange Solutions supports these network operating systems Microsoft Windows 2003 Server Notes Microsoft Windows XP is not supported as a server Microsoft Windows Vista is not supported as a server environment The 64 bit version of Windows is not supported at this time FrontRange Solutions does not provide assistance for the in
18. the Server Setup installation and follow the directions in this manual License the server copy of GoldMine Licensing registers the shared server copy of GoldMine with the appropriate license See Chapter 3 Licensing and Registration Verify you can launch GoldMine Ensure the server installation is functioning properly before installing any workstations Share the GoldMine folder In order for the client workstations to connect to the shared copy of GoldMine you must first share the folder in which GoldMine is installed e e Installation Checklists 2 7 Shared Workstation Installation Checklist A Uninstall linked and integrated programs Upgrading customers only Uninstall GoldMine Link for Word GoldMine Plus Microsoft Office GISME GISMO Exit all running system programs and stop services Includes third party utilities that integrate with GoldMine other GoldMine add on products such as GoldSync the Microsoft Office Shortcut bar Stop all services that integrate with GoldMine Create a mapped drive to the shared GoldMine folder See Sharing the GoldMine Folder on the Server on page 2 22 Install GoldMine on the Client Workstation See Running a Workstation Installation on page 2 22 Verify you can launch GoldMine Ensure the workstation installation is functioning properly Undocked Computer Installation Checklist m m Create an Undocked license undocked license users only See Chapter 3 Lic
19. use the Licensed Software shall be subject to the terms of such program and applicable reseller agreement and will terminate upon Reseller s termination from such program or such earlier time as set forth in applicable reseller agreement Contact All questions concerning this EULA shall be directed to 24 Notices xi FrontRange Solutions USA Inc 4120 Dublin Blvd Suite 200 Dublin CA 94568 Attention General Counsel Phone 925 404 1800 Facsimile 719 799 1042 Email legal frontrange com Payments Additional Licenses Except where the Licensed Software is acquired through a Reseller described above the licenses granted herein are subject to and Licensee agrees to make payments to FrontRange no later than thirty 30 days from invoice unless otherwise agreed to in writing by FrontRange If You wish to expand the number of the seats users modules technology foundation and or any other FrontRange Solutions product You may be able to license such items from FrontRange Solutions or a Reseller You agree that the license of such additional items shall be under the same terms and conditions as contained in this EULA You agree that the parties do not have to execute whether electronically by paper or other written form another copy of this EULA or any other license agreement or that the electronic signature process may be bypassed with respect to any additional items licensed from FrontRange Solutions xii Notices Table of gt
20. your installation 5 The Name field must be filled in prior to proceeding The Company field is optional Name Mio Minderbinder Company M amp M Enterprises Please enter your 25 character Product Key You can find this number on the yellow sticker in the CD liner notes or the CD sleeve a a ee ee GoldMine HP stating microsoft sat server2005 CI 7 The Components to Install window appears Select SQL Server Database Services and Workstation components Books online and developmental tools then click Next i Microsoft SQL Server 2005 Setup Components to Install Select the components to install or upgrade V SQL Server Database Services Create a SOL Server fallover ch Cl Analysis Services Create an Analysi C Reporting Services C Notification Services Integration Services v Workstation components Books Online and development tools For more options click Advanced Advanced Installation Guide 8 The Instance Name window appears ie Microsoft SQL Server 2005 Setup Instance Name You can install a default instance or you can specify a named instance Provide a name for the instance For a default installation click Default instance and click Next To upgrade an existing default instance click Default instance To upgrade an existing named instance select Named instance and specify the instance name Default instance O Named instance n To view a list of existing insta
21. 1 j 18 Select Install Firebird Database Server and Client 19 Click Next The Firebird Database Server dialog box appears i GoldMine Installation Firebird Database Server Please specify a location to install Firebird software and create the Firebird database Also please specify whether local or remote installation Local Firebird Database O Remote Firebird Database Firebird Server and or Client will be installed to the following location Enter the full path in which to create the Firebird database IF creating the database on a remote server enter the local path on that machine Note The database file must be located on the machine s local drive not a mapped drive or UNC path B Program Files GoldMine data 20 Select Local Firebird Database 21 The Firebird Server Client are installed to the drive where the OS is installed in Program Files Firebird firebird_1_5 folder 22 The Firebird database is installed locally on the Firebird server to Program Files GoldMine GoldMine Data Accept the default or type an valid alternative path such as lt Firebird server gt C Apps GoldMine 23 Click Next The Firebird Administrator dialog box appears Installation Guide 2 32 Installing Premium Edition III Please enter the required information for the Firebird Server The password cannot exceed 9 characters in length Firebird Server Name Firebird Database Name GOLDMINE FOB Firebird Administr
22. F THE USE OR INABILITY TO USE THE LICENSED SOFTWARE even if advised of the possibility of such damages In particular and without limitation FrontRange Solutions shall have no liability for any data stored or processed with the Licensed Software including the costs of recovering such data Indemnification FrontRange Solutions will defend indemnify and hold Licensee harmless from any third party claim that the Licensed Software infringes any copyright trademark or trade secret owned or controlled by the third party provided however that i FrontRange Solutions shall be notified promptly in writing by Licensee of any such claim ii FrontRange Solutions shall have sole control of the defense of any action on such claim and all negotiations for its settlement or compromise iii Licensee shall cooperate with FrontRange Solutions at FrontRange Solutions expense in a reasonable way to facilitate the settlement or defense of such claim iv such claim does not arise from Licensee s modifications not authorized by FrontRange Solutions and v should the Licensed Software become or in FrontRange Solutions opinion likely to become subject to such claim of infringement then Licensee shall permit FrontRange Solutions at FrontRange Solutions option and expense either a to procure for Licensee the right to continue using the Licensed Software or b to replace or modify the Licensed Software so that it becomes noninfringing and performs in
23. GMSales_Mktg 5 Click OK The SQL Server Login dialog appears SQL Server Login Data Source GMSales_Mktg Camel _ _Hep_ Use Trusted Connection _ Cancel Password 6 Enter your SQL database Login ID and Password 7 Click OK A dialog appears GoldMine Manager s Console 3 Manager s Console table s not Found Would you like to create 8 Click Yes to create a new table A dialog appears Manager s Console 2 Are you sure you wish to create the table s 9 Clcik Yes to create the table 10 The Manager s Console Login screen appears GoldMine Manager Console User ID Password Consi Fi 11 Enter your User ID and Password 12 Click OK A dialog appears Installation Guide D 16 Installing Management intelligence 13 Select the Common Contact Set or a different contact set if applicable 14 Click OK The Manager s Console Login screen reappears The Manager s Console is now ready for use To exit the Manager s Console click Cancel To set up a metric using the Metric Indicator Wizard click OK The Metric Indicator Wizard appears Please refer the Online Help of either the GoldMine or Management Intelligence applications for information about using the Metric Indicator and other features of the Manager s Console GoldMine Migrating Large Databases Overview If you are upgrading from a previous version of
24. GoldMine Installation GoldMine Installation Completed GoldMine has been installed successfully Please click Finish to register license or login to GoldMine 23 Click Finish IMPORTANT The Welcome to GoldMine dialog box appears to begin the licensing process See Licensing and Registration on page 3 1 Installing on a Server Firebird Database IMPORTANT Using the Firebird database on a server installation is not recommended nor is this configuration supported by FrontRange Solutions When you select a Firebird database during installation a working copy of the Firebird database is installed This shared Server setup installs a full copy of GoldMine to a common location usually a shared network drive Workstation based users can connect to the server copy from their local computers after running a Shared Workstation installation IMPORTANT The following steps are for a New Install If you have had a previous version installed remove the existing version folders and databases before proceeding If upgrading use the steps in Upgrading a Server SQL Database on page 2 35 Installation Guide 2 16 Installing Premium Edition 1 Log directly into the server as a local administrator 2 The installation CD is set up to autorun when inserted into your CD ROM drive or run the gm7setup exe downloaded to your server installation of GoldMine during the Net Update process The Welcome to the GoldMine Instal
25. GoldMine to version 8 02 and have a large Microsoft SQL Server database 5GB of data or more we recommend you consider the following steps before proceeding with the upgrade Certain computers limited computing power require manual steps to upgrade the database successfully Note These steps do not apply to Firebird databases IMPORTANT If your upgrade has already failed see on page E 3 E 2 Migrating Large Databases A Database Preparation 1 BACKUP YOUR DATABASE This is especially important prior to migration Also a power failure or any unpredicted interruption may corrupt data Invaluable data can be restored from the backup Truncate the transaction log From Start select Microsoft SQL Server gt gt Query Analyzer Run backup log database_name with truncate_only Purge the syslog table from GoldMine 6 7 or your current version Ensure you have backed up your database prior to purging To purge logs select View gt gt GoldMine Logs The System Logs dialog box appears Select either Process Monitor Logs Maintenance Logs or Error Logs Right click for a menu Select Purge Logs Select the check boxes for Process Monitor Maintenance and Error logs Accept the default date 1 month or adjust to extend If you require more logs revise according to the GoldMine online Help or the Administrator Guide Executing the Upgrade Process With databases of nominal size the install routine c
26. L Server Collation designator and sort order Binary order based on code point comparison for use with the 850 Multilingual Strict compatibility with version 1 x case insensitive databases for use with the Dictionary order case sensitive for use with 1252 Character Set GoldMine IH instetingwicrosottsQL server2005 Ci 13 From the SQL collations choose the default The Error and Usage Report Settings window appears ig Microsoft SQL Server 2005 Setup Error and Usage Report Settings Help Microsoft improve some of the SQL Server 2005 components and services Automatically send Error reports for SQL Server 2005 to Microsoft or your corporate error O reporting server Error reports indude information regarding the condition of SQL Server 2005 when an error occurred your hardware configuration and other data Error reports may unintentionally indude personal information which will not be used by Microsoft Automatically send Feature Usage data for SQL Server 2005 to Microsoft Usage data indudes anonymous information about your hardware configuration and how you use our software and services For more information on the error reporting feature and the type of information sent click Help 14 If you wish MSSQL Server 2005 to automatically send your error messages and usage reports to Microsoft check the appropriate box Otherwise leave them blank Click Next The Ready to Instal
27. QL server running If not start SQL Server Open the MSSQL Enterprise Manager and find SQL Server Enterprise Manager Expand the servers until you see your server name Right click your server name and select Start in the local menu Is the SQL administrative name and password you typed when installing GoldMine different from the name and password in SQL Are you using Sa with no password or did you change it in SQL Open the SQL Server Enterprise Manager Expand Microsoft SOL Server and then expand SQL Server Groups Right click your server name and select Edit SQL Server Registration properties Verify the login name and password When you installed SQL did you select Mixed Mode for the authentication mode If you do not know go to the server name in the MSSQL Enterprise Manager Expand Microsoft SOL Server and then expand SQL Server Groups Right click your server name and select Properties Select the Security tab Select SQL Server and Windows Stop and restart SOL Server The installation continues GoldMine Installing Management Intelligence Overview Whether you work in support sales or marketing Manager s Console and Answer Wizard take all the information collected from front line contacts including call histories open support tickets and forecasts and deliver that information to the rest of the organization These tools track and disseminate information they actually transform the information in your
28. Server Location dialog box click OK 10 Click Next The GoldMine Local Files dialog box appears In the Local Files Location text box click Change and browse your hard drive for your preferred folder To return to the Workstation Local Files dialog box click OK For information about the Local Install option please see the topic Installing GoldMine on Local Workstations in GoldMine Online Help 11 Click Next The Ready to Install dialog box appears 12 Click Install The network shortcuts are installed on your workstation computer 13 When finished the Installation Completed dialog box appears Repeat steps 1 16 for each workstation accessing GoldMine IMPORTANT When installing GoldMine and its add in components on Microsoft Windows Vista ensure that GoldMine is at the same elevation level as the programs it interacts with For instance if GoldMine is installed at C Program Files GoldMine then Microsoft Office should be installed at C Program Files Microsoft Office Vista will block any interaction between applications that are not at the same elevation level This applies to any third party applications integrating with GoldMine GoldMine Running an Undocked Computer Installation 2 27 Running an Undocked Computer Installation An Undocked setup is the same as a full setup with the only difference being the license number If the undocked computer you are upgrading or installing works remotely see Upgra
29. a Data Source Select Clear Database User ID Database Password OK Cancel Help 17 Use the fields in this tab to define custom data sources System Data Specifies the data source you want to use for core GoldMine system information Gold Data Specifies the data source you want to use for GoldMine calendar information Contact Data Specifies the data source you want to use for GoldMine contact information Click the Select button in each section then select your data source from the drop down menu Enter your User ID and password for each database selected Click the Clear button to reset all fields for each section When finished click OK 18 The Answer Wizard main window reappears 19 Click Exit to close the Anwer Wizard Verifying the SQL Login 1 From Start select Programs gt gt GoldMine gt gt GoldMine The GoldMine Login appears 2 Log into GoldMine as the User with Master Rights Installation Guide D42 Installing Management Intelligen 3 From the main menu select Tools gt gt User s Settings The User s Master File dialog box appears Users Master File x User s Full Name Master Logged gt Proneiies rm MASTER Supervisor Yes Preferences x 4 Select the local user with Master Rights 5 Click Properties The Properties dialog box appears 6 Click the Access tab FRS Properties i x Profile Membership Access Menu Time Clock
30. ade In addition to the 65 MB of disk space required for installation ensure you have at least 2 2 times the size of your largest table in additional free space on your hard disk Example If your largest table is Conthist which has an 85 MB dbf and a 15 MB dbt for 100 MB total you should have 250 MB free disk space before continuing 22 x 100 MB A database conversion may be required when upgrading from earlier versions of GoldMine This conversion occurs automatically when GoldMine is installed into the path of the existing gmw5 exe or gmw 6 exe CAUTION If you are upgrading a large Microsoft SQL Server database bGB of data or more see Appendix E before proceeding with the upgrade Certain computers limited computing power require manual steps to upgrade the database successfully Undocked users should be on the same version of GoldMine as the site with which they sync If you are upgrading the server but are not upgrading undocked computers until a later time disable their sync sites in the GoldSync Administration Center on the server Reactivate their site when the undocked computer is upgraded and is running the same version of GoldMine as the server If you have a previous version of the GoldMine Link to Word or GoldMine Plus Microsoft Office uninstall this version prior to GoldMine A Upgrading a Server SQL Database 2 35 upgrading The upgrade installs the new GoldMine Plus Microsoft Office installer fil
31. al Number Key Code Paste serial number Paste serial number GoldMine AE Licensing Following Installation 39 5 Type your GoldMine serial number and key code Options appearing in this dialog box depend on type of license purchased 6 Click Next The Import NT Server User Accounts dialog box appears Import NT Server User Accounts GoldMine can import the NT log on accounts which are defined on your current NT domain server Place a checkmark next to each user account you wish to import into GoldMine ASPNET ASP NET Machine Account Guest I SQLDebugger SQLDebugger L vmware user vmware user ptional password for imported names lt Back Next gt Cancel 7 Select each user account you want to import into GoldMine If appropriate type an optional password for imported names IMPORTANT Imported users do not have master rights 8 Click Next The Enter Your Username dialog box appears Installation Guide Enter Your Username To have GoldMine identify you by a specific username please provide a unique 8 character name below NOTE Do not use numbers spaces or special characters for your username Username USERNAME 3 To have GoldMine verify your identity before login enter an optional password below Password D Click Fin
32. alled the default configuration the report server can be used immediately If you installed just the program ha iii aR ae BD a 17 Click Finish to exit the installation wizard GoldMine 18 19 20 21 23 24 25 LE L Microsoft SQL Server2005 C 13 Select Start gt gt All Programs gt gt Microsoft SQL Server 2005 gt gt Configuration Tools gt gt SQL Server Configuration Manager The SQL Server Configuration Manager launches On the left pane expand the SQL Server 2005 Network Configuration section and select Protocols for MSSQLSERVER On the right pane locate and select the protocol name Named Pipes Right click on Named Pipes and select Enable The following warning message appears Any changes made will be saved they will not take effect until the service is stopped and restarted Select OK Exit the SQL Server Configuration Manager In Windows go to Start gt gt Control Panel gt gt Administrative Tools gt gt Computer Management Expand Services and Applications and select Services Stop and restart the service SQL Server MSSQLSERVER Note You may need to explicitly configure the TCP transport as part of the installation process Installation Guide C 14 Installing Microsoft SQL Server 205 X Troubleshooting SQL Errors when Installing GoldMine If you receive an error message such as MSSQL Login Failed during the installation of GoldMine check the following Is the S
33. alling Management intelligence E User Preferences Options Manager s Console Data Source GoldMine Data Sources GoldMine User ID and Password Please enter your GoldMine User ID and Password User ID Password Ce Cee 14 Enter your GoldMine user ID and password 15 Click OK The Answer Wizard main window reappears Notice the GoldMine reports now appear in the tree EE Select a question to have answered and press the Next button Add Category E Answer Wizard Add Report Delete B Personal and Team Calendars E Past Activities Rename E Sales Analysis Projects Properties E Other Analysis Miscellaneous 8 8 8 8 8 89 D Description elcome to the GoldMine Answer Wizard With the Answer Wizard the information you need is z Preferences Back Finish Le Help at your fingertips Explore the Answer Wizard to get the reports that will help you manage your time your sales and most of all your contacts 16 To define custom data sources for your GoldMine data click Preferences then select the GoldMine Data Sources tab GoldMine O Initial Setup D 11 User Preferences Options Manager s Console Data Source GoldMine Data Sources GoldMine User ID and Password System Data Data Source Select Clear Database User ID Database Password Gold Data Database User ID Database Password Contact Dat
34. an undocked user decreases the available users of the network site Master License or Site License by one however when an undocked user logs on to the site from which they were sub licensed they do not take up an additional seat Every user supported by the GoldMine license can have an Undocked license to work on a remote computer For example on a 5 user GoldMine system 5 Undocked licenses can be created This is in contrast to creating an S sub license which requires one seat to remain available from the Master License All undocked users as well as the total number of users that make up the difference in the total number allowed by the Master License can log on to GoldMine For example on a 5 user GoldMine system with 3 undocked users 3 undocked users plus 2 other users can log on to GoldMine WARNING If you undock all users only those users will be able to log in If you have not assigned master rights to any of those undocked users GoldMine administration cannot take place When used in combination with GoldSync administrators can synchronize security settings to undocked users including new passwords menu items and preferences in addition to data To work on an undocked basis users must have an Undocked license on their laptop Create an Undocked license from the Master License or a Site license Installation Guide 3 14 Licensing and Registration 1 2 3 GoldMine From the GoldMine main me
35. and applicability of any of these license limits are defined by the order and pricing document the Documentation and other written agreement between You and FrontRange Solutions related to the specific version of the Licensed Software at the time You license the Licensed Software For any additional or future acquisitions of the Licensed Software or any other FrontRange Solutions product FrontRange Solutions may at any time change the definition or applicability of these license limits or any other features benefits products or pricing at any time without notice Should You exceed any of Your license limits then You agree to pay the then applicable full list price for the excess usage in accordance with FrontRange Solutions pricing program as well as the full Maintenance and Support Fee related to these additional products Different modules of the Licensed Software may install separately within the Licensed Software package however all the software enabled and or installed are subject to the terms and conditions of this EULA Installation and Verification The installation and verification of the Licensed Software may entail completion of a serialization and or license file deployment procedure in which You will be required to enter serialization code s and or install license file s Activation Keys provided to You as a part of the Licensed Software You agree not to share the Activation Keys provided to You to any third party other than an a
36. ator Username Bo OCOS S Firebird Administrator Password fra 00077 i GoldMine Installation Firebird Administrator Please specify the Firebird Administrative information then click Next Click the Help button for more information 24 Accept the default or specify the appropriate information GoldMine Firebird Server Name Name of remote server Firebird Database Name Name of new Firebird database with FDB extension Firebird Administrator Username username Firebird Administrator Password password Note For a local database these are pre set initial values For a remote database enter the username and password to that database To maintain security you must change the user name and password after the installation is complete See online Help for instructions Click Next The Firebird GoldMine Database Administrator dialog box appears Running an Undocked Computer Installation 2 33 i amp GoldMine Installation Firebird GoldMine Database Administrator Please specify the Firebird login information for the GoldMine Database then click Next Click the Help button for more information Firebird Database User GMSYSDBA Firebird Database User Password Confirm password 26 Accept the default or specify new database login for owner Firebird Database User The default user GMSYSDBA is created Firebird Database User Password O
37. bases to mss GoldMine 25 Ind NET Framework 1 1 1 8 A Access Firebird client library B 2 privileges in XP A 1 Ancillary requirements 1 8 C Changing ownership in Windows XP 2 1 A 2 Checklist installation 2 5 server 2 6 undocked 2 7 workstation 2 7 Client install minimum Firebird B 2 Client tools 1 8 Configuring 4 1 considerations 4 2 Converting dBase databases to SOL F 1 Creating sub licenses for remote offices 3 11 ex for undocked users 3 13 Custom Image in GoldMine Logon Window 4 3 D Database backing up your 2 34 2 35 conversion 2 34 Firebird 1 8 selecting 2 2 SQL Server 1 8 DataDict xml 2 4 DBAlias ini 2 4 Demo data 2 13 2 14 Deploying GoldMine 4 1 DLL sharing Firebird install B 2 E E License 3 3 3 6 Emulators 1 5 1 6 End User License Agreement about 2 9 2 16 2 24 2 27 2 35 D 3 1 6 Index F FDB file 2 4 Firebird fdb 2 4 administrator 2 19 2 31 database 2 19 2 31 DLL sharing and access B 2 FeniSQL FeniSQL 1 8 FlameRobin 1 8 IBExpert IBExpert 1 8 information B 1 Installation 2 18 2 30 minimum 1 5 client install B 2 Quick Start Guide 1 8 v1 5 1 8 Firebird using with XP firewall B 3 Flags bin 2 4 FlameRobin 1 8 G G License 3 3 GM ini 2 4 A 1 gm7setup exe 2 8 2 16 2 24 2 27 2 35 2 36 GoldMine fdb 2 4 configuring 4 1 GISMO 2 35 licensing 3 7 Link to Word 2 34 Outlook 2 35 Plus Microso
38. ccessible network drive GoldMine Am Upgrading Remote Systems 2 37 3 Remote users should run the installation CD or the gm7setup exe on their computer following these upgrade instructions 4 After remote users upgrade to the same version of GoldMine as the server they can begin synchronizing again Installation Guide 2 88 Installing Premium Edition GoldMine 3 Licensing and Registration Overview GoldMine has a fully scalable licensing structure to meet the needs of individuals and organizations As your business matures and GoldMine expands your organization can change the licensing configurations 3 2 Licensing and Registration 24 General Licensing Information The single distributed Master License serves as the authentication mechanism for secure synchronization across the entire organization and the License Manager keeps track of your licensing configurations Most organizations generally buy one license a Master License with x number of seats These seats can then be parsed to users in various combinations of sub licenses For example an organization can create Site sub licenses for their remote office s and Undocked sub licenses for individual remote mobile users One seat should always be set aside for administrators License Types Master License This is the primary license It determines what database types are supported by the master site as well as its synchronization capabilitie
39. ce add ins be installed in order to run If you click Yes any missing EA components will be installed Otherwise click No GoldMine amp Plus will not be installed IF you are installing From CD ROM they are located in the supplemental Folder 13 To install all add in components click Yes To install only GoldMine applications click No 14 The Language Type dialog box appears i GoldMine Installation Language Type Please specify the local version of English which will be used Please specify the local version of English which will be used for this installation S United States O Australia O United Kingdom Install Demo Data with GoldMine 15 Select the local version of English for your installation GoldMine I on a Server SQL Database 2 13 16 To add the demonstration data to the database check the Install Demo Data with GoldMine box Note When upgrading this dialog box does not appear 17 Click Next The Database Selection dialog box appears i GoldMine Installation Database Selection BEH Please specify which database to use S Microsoft SQL Server O Firebird 18 Select Microsoft SQL Server 19 Click Next The MS SQL Administrator Login dialog box appears Installation Guide 2 14 Installing Premium Edition i GoldMine Installation MS SQL Administrator Login s Please specify the Administrative login information for Microsoft SQL Server then click Nex
40. censed Software Resellers If Licensee acquired the Licensed Software through a Reseller Licensee acknowledges that i payment and delivery terms for the Licensed Software must be established separately and independently between the Licensee and the Reseller ii this EULA constitutes the entire agreement between the Licensee and FrontRange Solutions regarding the license rights for the Licensed Software as described above and is controlling iii the terms and conditions of any purchase order or any other agreement between the Licensee and the Reseller are not binding on FrontRange Solutions iv the Reseller is not FrontRange Solutions agent and is not authorized to alter amend or modify the terms of this EULA or to otherwise grant any license or other rights relating in any way to the Licensed Software and v Licensee s nonpayment of any amount due to a Reseller or any other relevant third party relating to its licensed rights under this EULA shall constitute a basis for FrontRange Solutions termination of this EULA Licensee further acknowledges that FrontRange Solutions makes no representation or warranty with regard to any services provided by any Reseller or any actions or failures to act by any Reseller If Reseller received the Licensed Software as Not For Resale or NFR software in connection with a FrontRange Solutions reseller or other channel program then this Licensed Software may only be used by Reseller Reseller s right to
41. company into an asset Manager s Console Manager s Console provides at a glance summaries of the overall status of a Support Center or sales department It allows managers to proactively review and manage critical business issues and facilitate future responses to recurring problems Answer Wizard Answer Wizard is a management reporting tool for a supervisor or manager Answer Wizard not only provides immediate answers to the questions managers are asking but also coaches them to understand the additional questions they should ask IMPORTANT Management Intelligence may only be installed once GoldMine and a SQL database have been previously installed D2 Installing Management Intelligence Installing Management Intelligence Management Intelligence can only be installed from the Installation CD This CD is set up to autorun when inserted into your CD ROM drive Note If autorun is not enabled select Run from the Start button on the Windows taskbar and type x setup exe where x is the letter of your CD ROM drive The CD Browser initiates the installation process allowing you to install browse the CD view Documentation or exit Available from the Documentation browser are the ReadMe and a PDF copy of this Installation Guide Documentation is also available from the Help menu in most modules The Installation Wizard walks you through the installation process step by step Windows and dialog boxes clearly outline i
42. cumenta tion This license and its obligations are only offered by FrontRange and not by Inprise Corpora tion Borland Software Corporation or any other contributor to the source code of Firebird SQL Database Engine v 1 5 For FBExport see http fbexport sf net The Sentry Spelling Checker Engine Copyright 1999 Wintertree Software Inc USE OF THIS SOFTWARE AND ITS RELATED USER DOCUMENTATION IS SUBJECT TO THE TERMS AND CONDITIONS OF THE APPLICABLE END USER LICENSE AGREEMENT EULA A COPY OF WHICH IS FOUND IN THE USER DOCUMENTATION YOU MUST AGREE TO THE TERMS AND CONDITIONS OF THE EULA IN ORDER TO USE THIS SOFTWARE IF YOU DO NOT AGREE TO THE TERMS AND CONDITIONS OF THE EULA PROMPTLY RETURN THE UNUSED SOFTWARE IN ITS UNOPENED CD PACKAGE TO THE PLACE FROM WHICH YOU OBTAINED IT FOR A REFUND WARNING The software described in this manual and its related user documentation are protected by copyright law In no event shall any part of the related user documentation be copied repro duced distributed transmitted stored in a retrieval system or translated into any language without the express written permission of FrontRange Solutions USA Inc Contact FrontRange Solutions USA Inc at our Web site www frontrange com Apr 2007 GM 8 0 Front gt SOLUTIONS GoldMine Installation Guide Notices iii Trademark Notices FrontRange Trademark Information The following are trademarks of FrontRange Solutions USA Inc and or its affilia
43. de Considerations on page 2 34 Notes If installing an Undocked version of GoldMine while it is in your office disconnect the laptop from the network so you install a completely independent copy on the computer An Undocked user install is intended for purpose of synchronization While the following instructions creates the installation these instructions do not address GoldSync setup Refer to online Help for instructions on setting up GoldSync On the undocked computer navigate to the gm7setup exe file Double click to run the executable The Welcome to the GoldMine Installation Wizard dialog box appears Click Next The Readme dialog box appears Click Next The License Agreement dialog box appears Review the licensing information carefully if you agree to the terms select accept the terms In the license agreement Note If you do not agree to the terms of the license agreement select I do not accept the terms in the license agreement Click Cancel to terminate the installation Accepting the terms of the agreement activates the subsequent check boxes You must select both check boxes to continue with the installation IMPORTANT Select am an authorized agent and or representative of the customer end user and I have read the terms and conditions stated above to continue Click Next The Setup Type dialog box appears Installation Guide 2 28 Installing Premium Edition 7 Select the C
44. directives and other laws in Your use of the Licensed Software United States Government Restricted Rights THIS SECTION APPLIES ONLY TO LICENSING OR USE BY THE FEDERAL GOVERNMENT OF THE UNITED STATES The Licensed Software is provided with x End User License Agreement EULA 20 21 22 23 RESTRICTED RIGHTS Use duplication or disclosure by the federal government is subject to restricted rights as set forth in subparagraph c of The Rights in Technical Data and Computer Software clause at 252 227 7014 for DOD contracts and at FAR 48 CFR 52 227 19 for civilian agency contracts or other comparable agency clauses Termination Your right to use the Licensed Software continues until this EULA is terminated You may terminate this EULA at any time by destroying all of Your copies of the Licensed Software This EULA will automatically terminate if You fail to comply with the material terms of this EULA Your right to use the Licensed Software may also be limited by another agreement to which You are subject and such other agreement may cause an earlier termination of the rights granted under this EULA for example in the case the Licensed Software is provided under a separate agreement on a time limited or evaluation basis Upon any termination You agree to remove all Licensed Software from Your computers destroy all copies of the Licensed Software and upon request from FrontRange Solutions certify in writing Your complianc
45. e Properties Description 2 Click Preferences Installation Guide The User Preferences dialog box appears User Preferences Options Manager s Console Data Source GoldMine Data Sources GoldMine User ID and Password Paths Data File s Report Path s Add Edit Remove t5 3 Use the Options tab to set the paths to the data file and reports Click Add The Answer Wizard Data File dialog box appears Answer Wizard Data File 2 x Look in i Answer Wizard Reports j t sh EJ 159KB DAT File 2 1 2004 6 44 PM My Documents My Computer File name answizam zl Files of type Data Files dat z Cancel Open as read only My Network P GoldMine tal Sup DI 4 Navigate to the AnsWizgm dat file located in the GoldMine Management Intelligence Answer Wizard Reports folder 5 Click Open The Browse for Folder dialog box appears Browse for Folder ix Select the Report Path that corresponds to AnsWizgm dat C Program Files G Answer Wizard Reports ComPlus Applications DiscoverNET CI Firebird Ga FrontRange Contact Center a FrontRange Solutions FullShot 6 0 GoldMine GoldMine 2 Management Intelligence Fe E 6 Verify the path is correct and click OK The User Preferences dialog box reappears with paths defi
46. e herewith Severability If any of the terms or portions thereof of this EULA are invalid or unenforceable under any applicable statute or rule of law the court shall reform the contract to include an enforceable term as close to the intent of the original term as possible all other terms shall remain unchanged Whole Agreement This EULA and any applicable FrontRange Solutions order form or maintenance and support agreement or like document constitutes the entire agreement between You and FrontRange Solutions relating to the license rights for the Licensed Software and any additions to or modifications of this EULA shall be binding upon the parties only if the same shall be in writing and duly executed by You and by a duly authorized officer of FrontRange Solutions THE TERMS AND CONDITIONS OF ANY CORRESPONDING PURCHASE ORDER OR OTHER ORDER CONFIRMATION FORM RELATING TO THE LICENSED SOFTWARE ARE ONLY BINDING ON FRONTRANGE SOLUTIONS IF SUCH TERMS AND CONDITIONS ARE AGREED TO IN WRITING IN ACCORDANCE WITH THE PRIOR SENTENCE AND IN A DOCUMENT OTHER THAN THE PURCHASE ORDER OR OTHER ORDER CONFIRMATION FORM Waiver The waiver or failure of either party to exercise in any respect any right provided for in this EULA shall not be deemed a waiver of any further or future right under this EULA Assignability This EULA shall inure to the benefit of and is freely assignable to FrontRange Solutions successors and assignees of rights in the Li
47. e that is compatible with GoldMine 8 0 If you have a previous version of GoldMine Integration Services for Microsoft Outlook uninstall this version prior to upgrading Upgrading a Server SQL Database Be sure to review the Installing GoldMine on Windows XP on page 2 2 CAUTION If you are upgrading from a previous version of GoldMine back up your existing GoldMine database and system before beginning the upgrade 1 2 Log directly into the server as a local administrator The installation CD is set up to autorun when inserted into your CD ROM drive or run the gm7setup exe downloaded to your server installation of GoldMine during the Net Update process The Welcome to the GoldMine Installation Wizard dialog box appears Click Next The Readme dialog box appears Click Next The License Agreement dialog box appears Review the licensing information carefully if you agree to the terms select accept the terms In the license agreement Note If you do not agree to the terms of the license agreement select I do not accept the terms in the license agreement Click Cancel to terminate the installation Accepting the terms of the agreement activates the subsequent check boxes You must select both check boxes to continue with the installation IMPORTANT Select am an authorized agent and or representative of the customer end user and I have read the terms and conditions stated above to continue Installa
48. ed above to continue I Running a Workstation Installation 225 6 Click Next The Setup Type dialog box appears i amp GoldMine Installation Setup Type The following setup types are available GoldMine Complete Setup Installs GoldMine for use in any of the following ways As a server for many users As an undocked system For synchronization As a standalone system for a single user GoldMine Minimal Setup Performs a minimal installation of Goldmine for use only when connecting to an existing GoldMine server 7 If you have installed a GoldMine Server Setup on a host computer select GoldMine Minimal Setup Click Next The GoldMine Server Location dialog box appears i GoldMine InstallShield Wizard GoldMine Server Location Specify the location of the GoldMine Server GoldMine Server Folder C Program Files GoldMine Feature Description Install GoldMine Corporate GoldMine Corporate Edition Edition Application Files Dr GoldMine Plus This feature requires 73MB on your hard drive lt Back Next gt Cancel 8 Inthe Server Location text box click Change and browse the network for your shared GoldMine server Installation Guide 2 26 Installing Premium Edition 9 The Change Current Destination Folder dialog box appears Type the UNC or network path for the shared GoldMine server installation on your network To return to the GoldMine
49. ensing and Registration Uninstall linked and integrated programs Upgrading customers only Uninstall GoldMine Link for Word GoldMine Plus Microsoft Office GISME GISMO Exit all running system programs and stop services Includes third party utilities that integrate with GoldMine other GoldMine add on products such as GoldSync the Microsoft Office Shortcut bar Stop all services that integrate with GoldMine Disconnect the laptop from the network Disconnect to ensure GoldMine configures the laptop to connect only with the database on the local computer and not with the network Install GoldMine to the undocked computer See Running an Undocked Computer Installation on page 2 27 License GoldMine Use the appropriate U license information See Chapter 3 Licensing and Registration Verify you can launch GoldMine Ensure the undocked installation is functioning properly Installation Guide 28 Installing Premium Edition HER Installing on a Server SQL Database A Full Setup installs GoldMine to a common location usually a shared network drive Workstation based users can connect to the server copy from their local computers after running a Shared Workstation installation IMPORTANT The following steps are for a New Install If you have had a previous version installed remove the existing version folders and databases before proceeding If upgrading use the steps in Upgrading a Server SQL Database o
50. ensing with 3 6 rights 3 9 3 10 site 2 36 MDAC 1 4 1 5 1 6 Index 1 7 Memory requirements servers 1 4 single user license computer 1 5 Microsoft NET Framework 1 1 1 8 Internet Explorer 6 0 1 8 Small Business Server 1 5 support 1 3 SQL Server 1 3 1 8 registering C 14 troubleshooting C 14 SQL Server 2000 Client Tools 1 8 SQL Server 2000 Reporting Services 1 8 Visual Studio 2003 NET 1 8 Windows 2000 1 6 Windows 2000 Server 1 5 Windows 2003 Server 1 3 1 6 Windows XP 1 5 1 6 changing ownership 2 1 Ownership changing in XP A 2 granting permission A 3 support 1 3 MS SQL login failed 2 14 N Network operating systems server requirements 1 3 Network protocols server requirements 1 3 O O License 3 3 Operating system requirements servers 1 3 service packs 2 2 shared workstation 1 6 single user license computer 1 6 l 8 Index undocked computers 1 6 Ownership changing in XP 2 1 P Performance considerations servers 1 5 single user license computer 1 7 undocked computers 1 7 Permission A 3 Power user 1 2 1 5 A 2 A 3 Q Quick Start Guide Firebird 1 8 R Registration GoldMine 3 7 SQL Server C 14 Remote offices creating sub licenses for 3 11 Remote systems upgrading 2 36 Reporting services 1 8 S Schema licensing 3 4 Security 1 2 A 3 tab A 2 Serial number 3 8 Server requirements environments 1 2 memory 1 4 network protocols 1 3
51. ess Privileges in Windows XP nor PPP M MM A 1 Changing GoldMine Ownership in Windows XP A 2 Granting Permission to Use GoldMine in Windows XP A 3 GoldMine Firebird Information OVEN ic ipe tO Lodo LET Pda a hh et ee EX e REX B 1 Minimum Firebird 1 5 Client Install pecca nia B 2 Delphi IDODIGGIS ra siro tea ee B 3 Using Firebird With The Windows XP SP2 Firewall B 3 Installing Microsoft SQL Server 2005 OVELVIGW i T ases a Geers AA ORI C 1 Installing Microsoft SQL Server 2005 C 1 Troubleshooting SQL Errors when Installing Gold Mine Li case Des cea Stes ei ees ae X ES C 14 Installing Management Intelligence OVET View nre sai tae Ey he mute at CES D 1 Installing Management Intelligence 00000 D 2 MA EAL SOLU ob ius Burs bd cade bob weve acts PS gp a i tanh ah genio BOs aye tbs D 5 Establishing the ODBC Mn suonare kr ni D 5 Verifying the SQL Login cese tpe EVE eR iene RR howe PRESE D 11 Starting Manager s Console i need iii EY RA D 14 Migrating Large Databases OVEIVIC WE FEE E 1 Database Preparations irrisolte eternit E 2 Executing the Upgrade Process 0 0 0 c ee eee eee E 2 Converting dBASE Databases to MSSQL OVEIVICW RC E F 1 Upgrading European Special Characters F 2 Installation Guide GoldMine Introduction Welcome to GoldMine GoldMine provides your organization with a powerful comprehensive
52. ft Office 2 34 v4 0 2 34 v5 x 2 3 2 34 GoldSync setup on undocked computer 2 27 system requirements 1 9 GoldSync License Y License about 3 11 creating 3 11 Granting access on Windows XP A 1 H HDA number 3 4 Import NT Server User Accounts 3 9 Increases 3 2 Installation checklist for shared server 2 6 checklist for shared workstation 2 7 checklist for single user 2 7 types 2 5 wizard 2 5 Installing Firebird 2 18 2 30 information B 1 on a client workstation 2 2 ona server Firebird Database 2 15 on a server SOL database 2 8 on a single user license computer 2 27 ona workstation 2 22 on an undocked computer 2 27 on Windows XP 2 2 planning for 2 2 Insufficient input 2 14 Internet Explorer 6 0 1 8 K Key code 3 4 3 11 3 15 L License file 3 5 License Manager 3 2 3 11 3 12 about 3 5 License types about 3 2 increases 3 2 master license 3 2 sub licenses 3 2 License bin 2 4 3 5 Licenses about 3 2 creating 3 5 GoldSync Y 3 3 license types 3 2 managing 3 5 Master license 3 2 3 3 master license 3 6 Site S 3 3 sub licenses 3 2 3 3 types of 3 3 Undocked U 3 3 3 15 Licensing after installing 2 15 2 21 2 33 GoldMine 3 7 serial number 3 4 with a Master License 3 6 with a Site license 3 15 with an Undocked license 3 15 wizard 3 7 Local administrator 1 2 2 8 2 16 2 35 A 2 Mapping a drive 2 23 Master license 3 2 about 3 2 lic
53. hanges the tables listed below Only use steps 8 14 as a guide to change the table structure as indicated below if the row size is exceptionally large such as gt 500K rows a CAL s Number2 field changed from INT to FLOAT b OPMGR s F3 field changed to size 20 c SITEID from SYSLOG changed to 40 d SITEID from GSSITES changed to 40 e CONTHIST Units field from size 8 to 20 GoldMine iO AN Oo oO P WO N m me da P e o 13 14 15 16 Am n Executing the Upgrade Process E 3 Note If any unpredictable event such as power failure system crash occurs you could potentially lose data or data corruption can occur A backup allows you to ensure a smooth transition You may want to restore the back up and restart the steps From Start select Microsoft SQL Server gt gt Enterprise Manager The Enterprise Manager appears In the Console Root tree expand Microsoft SQL Servers Expand SQL Server Group Expand local or server name Expand Databases Expand the GoldMine database Select Tables Select CONTHIST Right click for a menu and select Design Table Under Column Name navigate to the Units field In the Length column change the number from 8 to 20 Close the Design Table dialog box The message Do you want to save changes to table CONTHIST appears Click Yes to save changes The hourglass appears Wait for the changes to update the database structure This may take some t
54. ime When complete close Enterprise Manager Start the GoldMine 8 02 Installer to upgrade the process Note Installation Guide GoldMine Converting dBASE Databasesto MSSQL Overview If you are installing GoldMine for use with an existing dBASE database it is recommended that you install GoldMine with blank data and use the Databases Wizard to import your dBASE data rather than allowing GoldMine to convert your data to MSSQL during installation To convert your dBASE database to MSSQL for use with GoldMine Install GoldMine normally and create a new database Do not install demo data Use the Databases Wizard in GoldMine to import your dBASE database Please see the topic Copying Data from a dBASE Database in GoldMine Online Help for details on using the wizard Assuming your data contains English language records only with no special characters such as Euro symbols accented characters or Cyrillic letters there will be no encoding conversion issues when importing your database into GoldMine If your database does contain special characters as noted above you will need to determine what type of coding is used in your DBF files in order to correctly convert all characters and symbols The coding will be one of the following OEM Legacy encoding used by Microsoft DOS F 2 Converting dBASE Databases to msso o ANSI Encoding used by Microsoft Windows The process of determining which type of encoding was used i
55. ing location Enter the full path in which to create the Firebird database If creating the database onaremote server enter the local path on that machine Mote The database file must be located on the machine s local drive not a mapped drive or UNC path lc Program Files GoldMine data 19 Select Local Firebird Database 20 The Firebird Server Client are installed to the drive where the OS is installed in Program Files Firebird firebird_1_5 folder 21 The Firebird database is installed locally on the Firebird server to Program Files GoldMine GoldMine Data Accept the default or type an valid alternative path such as Firebird server C Apps NGoldMine 22 Click Next The Firebird Administrator dialog box appears Installation Guide 2 20 Installing Premium Edition i GoldMine Installation Firebird Administrator Please specify the Firebird Administrative information then click Next Click the Help button for more information Please enter the required information for the Firebird Server The password cannot exceed 9 characters in length Firebird Server Name J Firebird Database Name GOLDMINE FDB Firebird Administrator Username Firebird Administrator Password 23 Accept the default or specify the appropriate information Firebird Server Name Name of remote server Firebird Database Name Name of new Firebird database with FDB extension Firebird Administrator Use
56. ish to complete the licensing process lt Back Finish Cancel 9 Type a user name eight characters or fewer The password is optional GoldMine requests these at log in This user has Master Rights in GoldMine 10 Click Finish The GoldMine Logon dialog box appears GoldMine GoldMine Corporate Edition with GoldSync Version 7 50 70907 September 2007 This product is licensed to FrontRange Solutions Serial Number 3 Customer ID ALEXEI Copyright 1989 2007 FrontRange Solutions Inc All rights reserved Username USERNAME Password Cancel 11 Type the user name and password and click OK to launch GoldMine GoldMine E y Creating Sub licenses 3 11 Creating Sub licenses After GoldMine is installed and licensed you can parse seats to your end users with sub licenses using the License Manager You must have a Master License to create sub licenses CAUTION Plan before creating sub licenses keeping in mind each sub license transfers seat availability which affects how many users can log in on the network system For example on the License tab of the License Manager if the Total users dist shows a total number of seats and the total number of sub licenses as 50 20 only 30 seats are available to users At a minimum one seat should always be set aside for administrators only Creating Sub licenses for Remote Offices From a Master License you can c
57. ition with SP1 or later Windows Small Business Server 2003 with SP 1 or later 1 Insert the Microsoft SQL Server 2005 Installation CD into the CD DVD drive of the computer on which you are installing SQL c2 Installing Microsoft SQL Server 2005 MMM Note The SQL Server 2005 Installation CD is set up to autorun when inserted into your CD DVD drive If autorun is not enabled select Run from the Start button on the Windows taskbar and then type x autorun exe where x is the letter of the CD DVD drive The main window appears SQL Server 2005 Disc 1 of 2 Prepare Review hardware and software requirements Read the release notes Install SQL Server Upgrade Advisor Install Server components tools Books Online and samples Run the SQL Native Client Installation Wizard Other Information Browse this CD Visit the SQL Server website SOL Server 2005 Read the SQL Server license agreement Standard Edition Exit 2 Select SQL Server 2005 Components The End User License Agreement window appears To install SOL Server 2005 you must accept the terms of the End User License Agreement GoldMine IP stating microsottsax server2005 C3 3 When you have reviewed and accepted the terms click Next The Installing Prerequisites window appears Microsoft SQL Server 2005 Setup Installing Prerequisites Installs software components required prior to installing SQL Server SQL Server Component Upda
58. ivileges before initiating the install process You will not be able to install GoldMine if you do not have sufficient Windows privileges If you are installing GoldMine on a network please print out and read the information in the GoldMine Installation Guide before continuing You will need this information to properly complete the installation A copy of the guide can be found through the Online Manuals link from our Support Site at http support frontrange corn 4 For Technical Support please contact FrontRange Support Services at 800 755 2100 or visit htto suobort frontranae com for more information v For Help press F1 NUM ii i GoldMine InstallShield Wizard License Agreement Please read the Following license agreement carefully Rev Oct 20052 FRONTRANGE SOLUTIONS END USER LICENSE AGREEMENT EULA IMPORTANT READ CAREFULLY TUIC CI Il AIS ATTORI AOMECHACNIT DETMIELCN VOLI Poli on OI do not accept the terms in the license agreement 1 accept the terms in the license agreement v I am an authorized agent and or representative of the customerfend user V I have read the terms and conditions stated above InstallShield Installation Guide 2 10 Installing Premium Edition ui 5 7 8 9 GoldMine Review the licensing information carefully if you agree to the terms select accept the terms In the license agreement Note If you do not agree to the terms of the lice
59. l window appears Installation Guide c2 Installing Microsoft SQL Server 15 Click Next to proceed with the installation The Setup Progress window appears W Microsoft SQL Server 2005 Setup Setup Progress The selected components are being configured Product usme O EN Setup Support Files SQL Native Client SQL VSS Writer A v OWC11 SQL Server Backward Compatibility Files SQL Server Database Services 16 When the installer completes the setup process click Next The Completing Microsoft SQL Server 2005 Setup window appears WW Microsoft SQL Server 2005 Setup Completing Microsoft SQL Server 2005 Setup Setup has finished configuration of Microsoft SQL Server 2005 Refer to the setup error logs for information describing any failure s that occurred during setup Click Finish to exit the installation wizard Summary Log To minimize the server surface area of SQL Server 2005 some features and services are disabled by default for new installations To configure the surface area of SQL Server use the Surface Area Configuration tool Analysis Services If Analysis Services was upgraded from SQL Server 2000 all cubes dimensions and mining models must be reprocessed using SQL Server Management Studio Reporting Services The Reporting Services installation options you specified in Setup determine whether further configuration is required before you can access the report server If you inst
60. lation Wizard dialog box appears 3 Click Next The Readme dialog box appears 4 Click Next The License Agreement dialog box appears 5 Review the licensing information carefully if you agree to the terms select accept the terms In the license agreement Note If you do not agree to the terms of the license agreement select I do not accept the terms in the license agreement Click Cancel to terminate the installation 6 Accepting the terms of the agreement activates the subsequent check boxes You must select both check boxes to continue with the installation IMPORTANT Select am an authorized agent and or representative of the customer end user and I have read the terms and conditions stated above to continue 7 Click Next The Setup Type dialog box appears 8 Choose Complete Setup or Minimal Setup 9 Click Next The New or Existing Database dialog box appears Choose the desired option to connect to a new or existing database 10 Click Next The Custom Setup dialog box appears Click Next 11 A Question dialog box appears To install all GoldMine Premium Edition application files and GoldMine Plus components click Yes To install only GoldMine application files click No 12 The Language Type dialog box appears GoldMine e on a Server Firebird Database 247 i amp GoldMine Installation Language Type Please specify the local version of English which will be used Please specify the local versio
61. law except as provided above FRONTRANGE SOLUTIONS MAKES NO WARRANTY OR REPRESENTATION EITHER EXPRESSED OR IMPLIED WITH RESPECT TO THE LICENSED SOFTWARE ITS QUALITY PERFORMANCE NON INFRINGEMENT MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE End User License Agreement EULA ix UNLESS BOTH EXPRESSLY REPRESENTED AND AGREED IN WRITING THE LICENSED SOFTWARE IS NOT DESIGNED OR INTENDED FOR USE IN ANY MEDICAL LIFE SAVING OR LIFE SUSTAINING SYSTEMS TRANSPORTATION SYSTEMS NUCLEAR SYSTEMS OR FOR ANY OTHER MISSION CRITICAL APPLICATION IN WHICH THE FAILURE OF THE LICENSED SOFTWARE COULD CREATE A SITUATION WHERE SUBSTANTIAL PROPERTY DAMAGE OR PERSONAL INJURY OR DEATH MAY OCCUR FRONTRANGE SOLUTIONS AND ANY THIRD PARTY OWNERS RECOMMEND AGAINST AND DISCLAIM ANY LIABILITY FOR USE OF THE LICENSED SOFTWARE IN ANY SUCH APPLICATION You understand and acknowledge that FrontRange Solutions will not be liable for network related problems attributable to the operation of the Licensed Software and that network configuration changes may affect the system s performance TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW AND EXCEPT FOR LIABILITY ARISING UNDER THE INDEMNIFICATION PROVIDED BELOW FRONTRANGE SOLUTIONS ENTIRE LIABILITY UNDER THIS EULA SHALL BE LIMITED TO THE AMOUNT PAID BY YOU TO FRONTRANGE FOR THE LICENSED SOFTWARE IN NO EVENT WILL FRONTRANGE SOLUTIONS BE LIABLE FOR INDIRECT SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT O
62. llation When planning a GoldMine installation consider 1 Who will be the designated GoldMine administrator The GoldMine administrator should have access to network and office resources and be able to address the business related implementation issues regarding configuration and customization Do you have the proper license and registration information for the version of GoldMine you are installing For detailed information on licensing see Chapter 3 Licensing and Registration GoldMine Solutions Partners are GoldMine Certified in installation and setup To locate a partner in your area go to www frontrange com and use the Partner Locator Are you going to import data Verify that you can import the source data into GoldMine Does the system administrator have full administrative rights To install GoldMine on a network the GoldMine administrator must have full administrative rights on the network Are your service packs compatible and current Check the version and service pack number for your Microsoft Windows operating system Verify no issues exist with your current service pack on the Web site at support frontrange com Have you reviewed the network structure Are there multiple domains Do the users have the correct rights on the GoldMine domain to access GoldMine s the server outside the regular network There may be connectivity issues the network administrator needs to address What t
63. lling GoldMine dialog box appears When finished the Installation Completed dialog box appears Click Finish Note The Welcome to GoldMine dialog box appears to begin the licensing process See Licensing and Registration on page 3 1 Installation Guide 2 22 Installing Premium Edition e Running a Workstation Installation A shared workstation setup installs shortcuts on the workstation enabling workstation users to connect to the shared server copy of GoldMine from their individual computers Choose one of the following configurations Run the minimal installation This option makes more GoldMine capabilities available to the workstation and is required when using Firebird Share the GoldMine folder on the server then map the same drive on each workstation to the shared GoldMine folder on the server not recommended if using SoftPhone Management Intelligence or a Firebird database IMPORTANT Running GoldMine using a shortcut to a networked drive without a minimal install is not recommended Sharing the GoldMine Folder on the Server To run the shared folder installation after installing the GoldMine Server setup share the GoldMine root directory so the workstations function properly All GoldMine users must have rights to read write modify and delete files for GoldMine to function on the workstations IMPORTANT Sharing may expose other applications Do not install GoldMine as a root folder of the drive ra
64. ls how GoldMine launches DBAlias ini Stores the database username and password GoldMine fdb Default database name when Firebird is selected during installation e Firebird ODBC driver Made up of the IscDbc dll OdbcJdbc dll and OdbcJdbcSetup dil files Changes to System Files for Microsoft Windows Vista When installing GoldMine onto a Microsoft Windows Vista system a split path installation is used This is due to security changes in Vista s architecture The split path installation will place executables and program libraries into Program Files GoldMine while database files ini files reports and templates will be be placed in ProgramDataNGoldMine GoldMine Installation Checklists Installation Checklists 2 5 If you are Then run Shared Workstation An individual in an organization with a multi user environment who must connect to a shared copy of GoldMine Installs shortcuts to the client workstation so the end user can connect to the server copy of GoldMine from his or her individual computer Full Setup connected to an existing database or Minimal Setup not recommended Undocked An individual who often works remotely on a computer with an Undocked sublicense who synchronizes with a GoldMine server to update information Install a full copy of GoldMine with a Firebird database on a computer working disconnected from a network Full Setup with U License Gold Sync
65. mportant information features and directions To navigate through the Installation Wizard follow the directions in the windows and dialog boxes To cancel the installation and exit the wizard at any time click Cancel 1 Insert the Installation CD into your CD ROM drive The CD Browser appears GoldMine Install GoldMine Install Management Intelligence Sf Learn more about GoldMine 9 Search for GoldMine Add on products Install Internet Explorer 6 Required Browse CD x View Documentation 2 Select Install Management Intelligence GoldMine III instattins Management Intelligence D 3 Li The Management Intelligence Installation Wizard appears ie Management Intelligence InstallShield Wizard Welcome to the InstallShield Wizard for Management Intelligence The InstallShield R Wizard will install Management Intelligence on your computer To continue click Next WARNING This program is protected by copyright law and international treaties 3 Click Next The Readme dialog box appears 4 Click Next The License Agreement dialog box appears 5 Review the licensing information carefully if you agree to the terms select accept the terms In the license agreement Note If you do not agree to the terms of the license agreement select I do not accept the terms in the license agreement Click Cancel to terminate the installation 6 Accepting the terms of the agreement activates the sub
66. n of English which will be used For this installation S United States O Australia O United Kingdom Install Demo Data with GoldMine 13 Select the local version of English for your installation 14 Click Next The Database Selection dialog box appears i GoldMine Installation Database Selection Please specify which database to use O Microsoft SQL Server Firebird 15 Select Firebird Installation Guide 2 18 Installing Premium Edition lh 16 Click Next The Firebird Installation dialog box appears i GoldMine Installation Firebird Installation Please specify which options you prefer Install Firebird Database Server and Client install Firebird Client you may optionally install the Firebird Server and Client or if connecting to a remote Server select the Firebird Client only Note This dialog will not appear if either the Firebird Server or Client have already been installed 17 Select Install Firebird Database Server and Client 18 Click Next The Firebird Database Server dialog box appears GoldMine 0 TSI on a Server Firebird Database 2 19 i GoldMine Installation Firebird Database Server Please specify a location to install Firebird software and create the Firebird database Also please specify whether local or remote installation Local Firebird Database O Remote Firebird Database Firebird Server and or Client will be installed to the follow
67. n page 2 35 1 Log directly into the server as a local administrator 2 The installation CD is set up to autorun when inserted into your CD ROM drive or run the gmsetup exe downloaded to your server installation of GoldMine during the Net Update process The Welcome to the GoldMine Installation Wizard dialog box appears i GoldMine Installation MM E Welcome to the GoldMine Installation Wizard The GoldMine amp Installation Wizard will install GoldMine amp on your computer To continue click Next 3 Click Next The Readme dialog box appears Close this dialog box to proceed with the installation GoldMine I stating on a Server SQL Database 29 Ei README RTF WordPad File Edit View Insert Format Help Please Read This First GoldMine Premium Edition Manual Addendum and Errata Last updated on June 29 2007 Welcome to GoldMine Premium Edition The following docurnent includes important information including corrections to the GoldMine documentation and supplemental information not available when the documentation was printed Please keep this document in a safe place and use it in conjunction with the GoldMine documentation This release of GoldMine Premium Edition is compatible with Windows Vista Windows XP and Windows Server 2003 Other versions of Windows are not compatible You will need to login to Windows using an account that has local system administrator or power user pr
68. n your original DBF file may require a trial and error approach Be sure that you have created complete back ups both for safety and to allow you to roll back to a pre import version of the database in order to verify that all special characters and symbols are properly converted Upgrading European Special Characters To upgrade European special characters including currency symbols accented characters and other region specific characters stored in Notes from a GoldMine 6 7 system you must apply a temporary registry change to be in place during the upgrade process IMPORTANT Registry settings can affect the stability of your system Incorrect data in the registry can prevent your machine from running and may require you to reinstall the operating system See support microsoft com for information about backing up and modifying the registry FrontRange Solutions does not support registry changes or issues that arise from editing the registry To upgrade European special characters 1 Back up your GoldMine database 2 Back up the registry 3 Write down the current value of the HKEY_LOCAL_MACHINE SOFTWARE Microsoft Jet 4 0 Engines Xbase B DE registry key Then change this key to 2 4 Upgrade your GoldMine database 5 Back up the registry again 6 Change the HKEY_LOCAL_MACHINE SOFTWARE Microsoft Jet 4 0 Engines Xbase B DE registry key back to its original setting GoldMine Installation Guide F4 Converting dBASE Data
69. nces and components click on Installed instances Installed instances GoldMine ORE stating microsoft SaL Server 2005 C9 9 Leave Default selected Click Next The Service Accounts dialog box appears i Microsoft SQL Server 2005 Setup Service Account Service accounts define which accounts to log in Customize for each service account S Use the built in System account Local system Use a domain user account Start services at the end of setup v SQL Server sq server Agent CSQL Browser 10 Select Use the built in sytem account gt gt Local System Under Start services at the end of setup check SQL Server Installation Guide C40 Installing Microsoft SQL Server 2005 E 11 Click Next The Authentication Mode dialog box appears ig Microsoft SQL Server 2005 Setup Authentication Mode The authentication mode specifies the security used when connecting to SQL Server Select the authentication mode to use for this installation Q Windows Authentication Mode Mixed Mode Windows Authentication and SQL Server Authentication Specify the sa logon password below Enter password fra Confirm password pes SSS 12 Select Mixed Mode and enter an sa logon password Click Next The Collation Settings window appears i Microsoft SQL Server 2005 Setup Collation Settings Collation settings define the sorting behavior for your server Collation settings for service SQ
70. ned Installation Guide User Preferences R Options Manager s Console Data Source GoldMine Data Sources GoldMine User ID and Password Paths Data File s C Program FilesGoldMine Management Intelligence Answer Wizard Reports Ans Wwizgm dat lt Report Path s C Program Files GoldMine Management Inteligence Answer Wizard Reports le Add Edit Remove t OK Cancel Help 7 Click the Manager s Console Data Source tab User Preferences fj Options Manager s Console Data Source GoldMine Data Sources GoldMine User ID and Password Manager s Console Data Data Source ManCon Metric Log Database User ID Database Password OK Cancel Help GoldMine tl sup Da 8 Click Select The Select Manager s Console Data Source dialog box appears Please specify the data source to use for Manager s Console a 9 In the drop down list select GMSales_Mktg 10 Click OK The SQL Server Login dialog box appears x Data Source GMSales Mktg J Use Trusted Connection Cancel Login ID sa Heb Password g ea 11 Type the Login ID and Password for SQL Server Click OK 12 A dialog appears Answer Wizard A Please enter your Sales and Marketing user ID 13 Click OK The User Preferences window reappears with the GoldMine User ID and Password tab selected Installation Guide D 10 Inst
71. nse Manager Installation Guide GoldMine Configunng Overview After installation system administrators must configure GoldMine to meet the needs of the organization Some preliminary setup is presented in this chapter Additional configuration steps are presented in the online Help Configuration Considerations In developing a GoldMine deployment strategy the GoldMine administrator must carefully plan how the GoldMine database should run and determine who is going to use it Creating users user groups security rights and preferences including menu rights Changing field labels Creating user defined fields and tabs Setting up expanded details Generating and modifying F2 Lookup lists To enhance GoldMine configure other areas Automated Processes Reports To import existing databases into GoldMine plan the migration by asking yourself Is it essential to keep all existing data How out of date is the data Are all fields in the existing database required in GoldMine For details on the procedures in these configuration points see the Administration item in the GoldMine online Help Table of Contents accessed by selecting Help gt gt Help Topics on the GoldMine menu bar GoldMine Biacing a Custom Image in the Logon Window 4 3 Placing a Custom Image in the Logon Window To display your organization s logo or other graphic on GoldMine s logon screen correctly the file must be a bi
72. nse agreement select I do not accept the terms in the license agreement Click Cancel to terminate the installation Accepting the terms of the agreement activates the subsequent check boxes You must select both check boxes to continue with the installation IMPORTANT Select am an authorized agent and or representative of the customer end user and have read the terms and conditions stated above to continue Click Next The Setup Type dialog box appears i GoldMine Installation Setup Type The following setup types are available GoldMine Complete Setup Installs GoldMine for use in any of the following ways As a server for many users As an undocked system for synchronization As a standalone system for a single user O GoldMine Minimal Setup Performs a minimal installation of GoldMine for use only when connecting to an existing GoldMine server Choose Complete Setup or Minimal Setup Click Next The New or Existing Database dialog box appears Choose the desired option to connect to a new or existing database If you are connecting to an existing database use the Browse button to navigate to its location ing on a Server SQL Database 241 i amp GoldMine InstallShield Wizard New or Existing Database Please select whether to create a new GoldMine database or install against an existing one Install GoldMine to connect to a new database O Install GoldMine to connect to
73. nt it becomes necessary to reinstall the software GoldMine General Licensing Information 3 5 License Manager Initial licensing information is collected during installation Subsequent changes and related management functions are handled through the License Manager GoldMine License Manager Licenses Registration Net Update This folder allows you to add new GoldMine and GoldSync licenses Using the options En below you can also create sub licenses for all the remote site networks and remote undocked users in your enterprise E 000570 Master License Total users dist 5 GoldSyne sites 5 Authentication 8141 Databases SQL ABASE Distributed Licenses Undocked users 0 Remote users loc 0 GoldSync sites loc 0 New License New Site Undock Users Clase From the GoldMine File menu select Configure gt gt License Manager The central text box lists all installed licenses and any sub licenses created from this location Status is displayed along the right side Buttons along the bottom allow you to add a New License add a New Site add an Undocked User Remove License or View License The database support of the Master License is inherited by the site sub licenses distributed throughout the organization GoldSync Synchronization capabilities can be distributed separately to sub licenses IMPORTANT Licensing information is stored in the license file License bin created at the time you regi
74. nt or lease any portion of the Licensed Software including any feature enabled by the Licensed Software You agree not to use any portion of the Licensed Software including any feature enabled by the Licensed Software in a commercial hosting application service provider environment service bureau or managed service or otherwise commercially exploit the Licensed Software You may not create any derivative works to the Licensed Software except to facilitate Your permitted use of the Licensed Software provided that Your use of such limited derivative works is subject to the same restrictions as described in this EULA including the restrictions on distribution rental hosting or other commercial exploitation of such limited derivative works You acknowledge that the Licensed Software contains information deemed confidential or otherwise proprietary to FrontRange Solutions or a Third Party Owner and You agree to handle the Licensed Software with at least the same degree of care employed with respect to Your own confidential or proprietary information End User License Agreement EULA vii License Limits As mentioned above Your use of the Licensed Software is limited to certain features and benefits based upon the specific license limits that You have ordered and paid for License limits on the Licensed Software may include one or more of the following technology foundation named user concurrent user server database and or asset The definition
75. nu select Tools gt gt Configure gt gt License Manager The License Manager appears Click the Licenses tab and Undock Users The Create Undocked User Licenses dialog box appears Create Undocked User Licenses GoldMine s docking function enables a network or standalone user to undock a sub license while F NIST i working on a remote PC GoldMine allows only one ADMINIST 0 undocked license per user Below select the users that need to undock Click below to generate a serial number sub license for the highlighted undocked user s PC Cancel Select the check box next to the user you want to create a sub license for and click Create Undocked License The Sub Licenses dialog box appears Review the information and click Agree The sub license number for a remote user or an undocked user appears in the Sub license for Remote Site Name of Site dialog box Tip Write the sub license number down or copy it to Windows Notepad The sub license number is needed for each remote computer installation Send the remote site license number to the remote user who can type the license number during the GoldMine installation Am e Licensing with Sub licenses 3 15 Licensing with Sub licenses Site License A Site License is a multiple user sub license for a remote office and is designated with the alpha prefix S You should have an S license for each user at the remote site A GoldSync License Y license is required only if y
76. office Y GoldSync License GoldSync sub license for a remote office Installation Guide 3 4 Licensing and Registration i License Serial Number The schema for the serial number has changed Because of the new licensing schema the GoldMine installer will not upgrade your license This example illustrates what a GoldMine license serial number looks like License HDA type number E 0025 0 123456 1A2B3C4D5E6F7G8 9H12J3K4L5M6N7 Number Version Serial number Key code of users License type Alpha prefix denotes the type of Master license Number of users First 4 numbers indicate the license count or seats available in the license The license count determines the number of users who can log on to GoldMine at one time but does not limit the total number of named users Version A 2 digit version number HDA number Your 6 digit HDA number Serial number 15 character alphanumeric serial number uniquely identifying the license for an organization It is used for registration and support and identifies all sub licenses as part of the same organization Collected in 3 groups of 5 characters during licensing Key code 15 character alphanumeric key code is a computer generated check used by GoldMine to verify the license s validity Collected in 3 groups of 5 characters during licensing Note The license is required for the product to run Keep the license number and key code in a safe place in the eve
77. omplete setup type 8 Click Next The New or Existing Database dialog box appears Choose the desired option to connect to a new or existing database 9 Click Next The Custom Setup dialog box appears i amp GoldMine InstallShield Wizard Custom Setup Select the program features you want installed Click on an icon in the list below to change how a feature is installed Feature Description mne Install GoldMine Premium GoldMine Premium Edition Edition application files GoldMine Plus This feature requires 60MB on your hard drive lt Back Next gt Cancel 10 To install GoldMine Premium Edition application files and GoldMine Plus Microsoft add in components click Next Note To install only the GoldMine application without GoldMine Plus components click the GoldMine Plus icon and select This feature will not be available from the drop down menu Click Next GoldMine Plus will not be installed at this time You may install these components at a later date using the Add or Remove Programs control panel in Windows then selecting GoldMine from the list Choose Change from dialog window options to access the GoldMine Plus installer 11 A Question dialog box appears Question 9 GoldMine Plus requires several Microsoft Office add ins be installed in order to run If you click Yes any missing LJ components will be installed Otherwise click No GoldMine amp Plus will not be installed
78. or any other country in which FrontRange or its affiliates subsidiaries or agents maintain facilities and by using this Licensed Software you consent to any such transfer of information outside of your country 4 may be stored indefinitely 5 will not be shared with any government agency private organization or the public except with Licensee s name as a reference company in the context of sales presentations and marketing activities Ongoing Audit Certain Licensed Software require that FrontRange Solutions periodically audit Your use of the Licensed Software to verify Your compliance with Your license limits and in most instances such audits will be performed remotely through electronic access to the Licensed Software You agree to permit FrontRange Solutions or its agent to electronically monitor and or audit Your use of the Licensed Software for the sole purpose of verifying Your compliance with the terms of Your license Updates If the Licensed Software is an Update defined as an upgrade modified version updates addition and copies of the Licensed Software if any made generally available by FrontRange Solutions as an Update to the Licensed Software to those customers with a valid and current maintenance agreement with FrontRange Solutions to a previous version of the Licensed Software you must possess a valid license to such previous version in order to use such Update All Updates are provided to You on a license exchange basi
79. ork Database size Installation Guide 1 8 System Requirements e Software Requirements Use Microsoft Internet Explorer 7 0 with GoldMine Ancillary Requirements Microsoft SQL Server 2000 SP4 or Microsoft SQL Server 2005 must be installed and configured if you are using a SQL database e Microsoft SQL Server 2000 2005 Reporting Services must be installed and configured to use the Scheduled Reports feature Microsoft SQL Server 2000 2005 Client Tools must be installed prior to initiating the GoldMine installation process if you intend to perform a Server installation to share your database Microsoft NET Framework 1 1 must be installed and configured to use the Scheduled Reports feature Microsoft Visual Studio 2003 NET must be installed and configured to create reports for the Scheduled Reports feature End users do not require this application When you select a Firebird database during installation of GoldMine Edition a working copy of Firebird 1 5 is installed To change the default password Firebird comes with an ISQL command line tool See the GoldMine online Help for instructions There are also free tools to help you administrate Firebird such as those available from FlameRobin FeniSQL and IBExpert The Firebird 1 5 Quick Start Guide provides essential details and is available online including from www firebird sourceforge net To take advantage of other Firebird features see www ibphoenix com and ww
80. ou are using an S license and want to synchronize using GoldSync You should have one Y license to synchronize with the Master License and additional Y licenses for Undocked users synchronizing with your site Note Y licenses are not entered in the Enter GoldMine Serial Number dialog box Only S licenses are entered during registration the GoldSync Section remains disabled Clicking Next displays an ALERT Suggested Action s if you try to enter Y licenses in the Enter GoldMine Serial Number dialog box If this installation of GoldMine includes its own GoldSync sites you may enter the applicable Y type sub licenses to properly configure synchronization for this system 1 To configure applicable sub license sites select Tools gt gt Configure gt gt License Manager to enter your Y type license 2 In the GoldMine Serial Number text boxes type the S license Key Code and Site Code you created in the License Manager of the main GoldMine system 3 In the GoldSync Serial Number text boxes type the Y license Key Code and Site Code you created in the License Manager Undocked License Undocked licenses are sub licenses created from a Master License or a Site license and are designated by the letter U This license type is created for users who work with GoldMine at another location on a laptop or on a workstation disconnected from the server copy of GoldMine Type the U license Key Code and Site Code created in the Lice
81. overnment Commerce Peregrine Systems Inc LANDesk Group Ltd Linus Torvalds Multiactive Software Microsoft Corporation Tally Systems Corporation Netilla Networks Inc Netscape Communications Corp Novell Inc Z Firm LLC Oracle Corporation Palm Inc Pink Elephant Inc Red Hat Inc Captaris Inc Rolodex Corp The Sage Group plc SaleMaker Corp SAP Aktiengesellschaft Corporation Scansoft Inc SPARC International Inc Sun Microsystems Inc Sybase Inc Symantec Corporation UNIX System Laboratories Inc AT amp T Laboratories Cambridge Cayo Communications Inc Handspring Inc Equisys PLC Company End User License Agreement EULA v Other products and brands are registered trademarks or trademarks of their respective owners companies vi End User License Agreement EULA FrontRange Solutions Software Product GoldMine Integration Services Rev Oct 2005v2 END USER LICENSE AGREEMENT EULA IMPORTANT READ CAREFULLY THIS EULA IS A LEGAL AGREEMENT BETWEEN YOU YOU OR LICENSEE AND FRONTRANGE SOLUTIONS USA INC A COLORADO CORPORATION FRONTRANGE SOLUTIONS FOR FRONTRANGE SOLUTIONS SOFTWARE PRODUCT WHICH INCLUDES COMPUTER SOFTWARE AND ASSOCIATED MEDIA AND DOCUMENTATION COLLECTIVELY LICENSED SOFTWARE BY OPENING THE SOFTWARE PACKAGING COMPLETING THE ACTIVATION PROCESS OR DOWNLOADING INSTALLING ACCESSING OR UTILIZING THE LICENSED SOFTWARE OR CLICKING THE I ACCEPT BUTTON
82. owing line in the INITIALIZATION part of your Unit IB Constants IB GDS32 fbclient dll This line must be executed before the first database connect is performed Using Firebird With The Windows XP SP2 Firewall The firewall included with Windows XP SP2 blocks port 3050 which the Firebird databases use If you use a Firebird database and cannot access GoldMine from a workstation either disable the Windows firewall or adjust your security settings to enable port 3050 You can adjust your Windows Firewall settings from the Security Center on the Control Panel Installation Guide GoldMine Installing Microsoft SQL Server 2005 Overview The GoldMine Server Setup requires you to install Microsoft SQL 2005 before installing GoldMine The Microsoft SQL Server CD included with your GoldMine Premium Edition package provides complete installation instructions in the Microsoft online Help The following instructions include installation procedures and settings pertinent to GoldMine but should not be considered a SQL Server administrator s guide Only experienced SQL administrators should configure SQL Server with anything other than the settings described in these instructions Installing Microsoft SQL Server 2005 The server on which you are installing Microsoft SQL Server 2005 must have one of the following operating systems Windows XP with SP2 or later Windows Server 2003 Enterprise Edition Standard Edition or Datacenter Ed
83. ptions are a accept the default user and type a new password write it down during setup or b type an existing user name If you specify an existing user as owner you must type that user s corresponding password before the installation proceeds if authentication fails the message Unable to connect appears Field has 8 character recognition limit Confirm Password Retype password to confirm 27 Click Next The Ready to Install the Program dialog box appears 28 Click Install The Installing GoldMine dialog box appears When finished the Installation Completed dialog box appears 29 Click Finish Note The Welcome to GoldMine dialog box appears to begin the licensing process See Licensing and Registration on page 3 1 Note On most systems the Optimize OrgChart Wizard dialog box will appear once the upgrade procedure is complete see GoldMine Online Help for more information about Optimizing OrgCharts The wizard will not appear Installation Guide 2 34 Installing Premium Edition XAR if the index that it creates already exists in the upgraded system s program files Upgrade Considerations Use this upgrade process with GoldMine 5 0 or higher If you are upgrading a prior version you must upgrade to 5 x before upgrading to 8 0 If you are running 4 0 or earlier please contact Customer Care at 800 776 7889 Option 3 CAUTION Back up your existing GoldMine database and system before beginning the upgr
84. reate sub licenses for remote offices Remote office sub licenses can be a Site License S license and or a GoldSync License Y license Each S and or Y sub license transfers seat availability from non remote users A minimum of one seat must remain available to non remote users For example you must have at least 5 seats to make GoldMine available to 4 remote offices Headquarters retains the fifth seat Note When creating any sub license note the entire license number created by GoldMine The sub license includes the key code and additional information needed when licensing the remote computer The information only displays in its entirety during the creation process Installation Guide 3 12 Licensing and Registration 1 GoldMine From the GoldMine menu select Tools gt gt Configure gt gt License Manager The License Manager appears Click the Licenses tab Click New Site The Create a Site Sub License dialog box appears Create a Site Sub License GoldMine s flexible licensing enables you to create sub licenses for all networks in your enterprise Below please enter the remote site s name and the license count at that site Distributed License Type Site Sub License GoldMine Site License Site Name O GoldSync Site License Number of Users Eni Click to the right to generate a serial number sub license for the remotes site s network In the Distributed License Type area select
85. rebird Project Web site at http www firebirdsql org index php 0p doc amp id idpl B 2 Firebird Information I Minimum Firebird 1 5 Client Install This appendix describes how to run Firebird 1 5 based applications with the minimum client installation required DLL Sharing and Access e fbclient dll Give your application access to the Firebird client library fbclient dll by placing the fbclient dll in the same directory as your application s exe file e msvcp60 dll and msvert dll Give fbclient dll access to these dll s Both are delivered with the Windows installation of Firebird if you have a Firebird server installed on your development computer find these dll s in the bin directory of your Firebird installation msvcp60 dll can remain in your application directory msvcrt dll Microsoft Visual C C RunTime is a part of Windows and resides in the Windows VSystem32 on NT based computers XP 2003 Note For Workstation installations with Firebird use Option 2 For more information see Running a Workstation Installation on page 2 22 GoldMine Using Firebird With The Windows XP SP2 Firewall B 3 Delphi IbObjects A normal InterBase access library uses gds32 dll as the client library Firebird s client library is named fbclient dll When you use IbObjects www ibobjects com you can set another client library name Include IB_Constants pas as the first unit in your USES clause Place the foll
86. rname username Firebird Administrator Password password Note For a local database these are pre set initial values For a remote database enter the username and password to that database To maintain security you must change the user name and password after the installation is complete See online Help for instructions 24 Click Next The Firebird GoldMine Database Administrator dialog box appears GoldMine 26 27 28 0 f instatiing on a Server Firebird Database 2 21 i GoldMine Installation Firebird GoldMine Database Administrator Please specify the Firebird login information For the GoldMine Database then click Next Click the Help button for more information Firebird Database User TRES Firebird Database User Password Confirm password Accept the default or specify new database login for owner Firebird Database User The default user GMSYSDBA is created Firebird Database User Password Options are a accept the default user and type a new password write it down during setup or b type an existing user name If you specify an existing user as owner you must type that user s corresponding password before the installation proceeds if authentication fails the message Unable to connect appears Field has 8 character recognition limit Confirm Password Retype password to confirm Click Next The Ready to Install the Program dialog box appears Click Install The Insta
87. rver 3 From the Folder list box Browse to the shared GoldMine folder for example GoldMine Server GoldMine 4 Select the Reconnect at Logon check box 5 Click OK 6 Click Finish 7 Repeat this procedure on each client workstation computer Installing on a Workstation The Minimal setup installs as a process that creates a shortcut to the server copy of GoldMine The administrator must copy the setup executable to a location available to workstations Installation Guide 2 24 Installing Premium Edition e GoldMine From the workstation computer locate the gm7setup exe file Double click to run the executable The Welcome to the GoldMine Installation Wizard dialog box appears Click Next The Readme dialog box appears Close this dialog box to proceed with the installation Click Next The License Agreement dialog box appears Review the licensing information carefully if you agree to the terms select accept the terms In the license agreement Note If you do not agree to the terms of the license agreement select I do not accept the terms in the license agreement Click Cancel to terminate the installation Accepting the terms of the agreement activates the subsequent check boxes You must select both check boxes to continue with the installation IMPORTANT Select am an authorized agent and or representative of the customer end user and have read the terms and conditions stat
88. s It is a precursor to executing any sub licenses which stem from it GoldSync and Outlook Integration licenses are included in E licenses The licensing serial number schema for Master licenses was changed for the 7 0 release but remains the same for sub licenses See License Serial Number on page 3 4 Sub licenses To issue install GoldMine with a Master License on your organization s primary network This ensures all sub licenses maintain security and are authenticated properly during synchronization The Undocked license a special sub license is for remote users and can only be licensed for a single user It can be sub licensed from the main GoldMine system or from a Site sub license Increases Previous increases for Premium Edition Standard Edition and GoldSync J R and N are now facilitated by obtaining a new E or G license which account for the increase and the Master license count GoldMine Am n General Licensing Information 3 3 Master License E Edition License Supports SQL databases and includes GoldSync G GoldSync Master GoldSync seats purchased separately and License can be added to E Licenses O GoldMine Outlook Outlook integration purchased separately Integration Services License to increase number of users with E License Sub licenses U Undocked License Single sub license for a remote GoldMine user S Site License Multiple user sub license for a remote
89. s You agree that by using an Update You voluntarily terminate Your right to use any previous version of the Licensed Software provided however that you may continue to use previous versions of the Licensed Software solely to assist You in the transition to the Update viii End User License Agreement EULA 9 Transfer To the maximum extent permitted by applicable law Licensee may not resell or otherwise transfer for value the Licensed Software Notwithstanding the foregoing Licensee may assign all of its licensed rights and duties under this EULA to a third party that a directly or indirectly controls Licensee b is controlled by or under common control with Licensee or c purchases all or substantially all of Licensee s assets provided however that i Licensee gives written notice to FrontRange Solutions of the transfer or assignment ii the permitted third party assignee agrees to be bound by all the terms herein and completes and returns a registration card or other requested transfer documentation to FrontRange Solutions and iii in no circumstance shall any transfer or assignment unless specifically agreed upon in writing y release Licensee from any prior outstanding obligation under this EULA or z allow Licensee or Licensee s transferee or assignee collectively to utilize more software features users and or modules than authorized under this EULA and Your order documentation If You transfer the Licensed Software Yo
90. sequent check boxes You must select both check boxes to continue with the installation IMPORTANT Select am an authorized agent and or representative of the customer end user and have read the terms and conditions stated above to continue Installation Guide D 4 Installing Management Intelligence 7 Click Next The Setup Type dialog box appears i Management Intelligence InstallShield Wizard Setup Type Choose the setup type that best suits your needs Please select a setup type All program features will be installed Requires the most disk space C Custom Choose which program features you want installed and where they will be installed Recommended For advanced users InstallShield lt Back Cancel 8 Select Complete 9 Click Next The Ready to Install the Program dialog box appears 10 Click Install The Installing GoldMine dialog box appears When finished the Installation Completed dialog box appears 11 Click Finish GoldMine Initial Setup Manager s Console and Answer Wizard are installed Next launch Answer Wizard to configure the data sources and load the reports Establishing the ODBC 1 From Start select Programs gt gt GoldMine gt gt Answer Wizard The Answer Wizard main window appears I Lx Select a question to have answered and press the Next button Sy Answer Wizard Favorite Reports Add Category Add Report Delete Renam
91. sh Linux or other operating systems Workstation System Requirements Microsoft Data Access Components MDAC 2 6 or higher must be installed on the server and any shared or undocked workstation to enable database functionality MDAC is installed automatically with SOL Server Undocked Single user Requirements These recommendations are made for computers working disconnected from a GoldMine server CAUTION If you are running Windows XP you must have Admin or Power User rights in order to install GoldMine Installation Guide 1 6 System Requirements i Operating Systems FrontRange Solutions supports Microsoft Windows Vista Microsoft Windows XP Home Professional Microsoft Windows 2003 Server Note FrontRange Solutions Technical Support neither supports nor recommends using Windows emulators on Macintosh Linux or other operating systems Undocked System Requirements Microsoft Data Access Components MDAC 2 6 or higher must be installed on the server and any shared or undocked workstation to enable database functionary MDAC is installed automatically with SQL Server GoldMine e Host Requirements 1 7 Performance Considerations Your RAM and CPU requirements vary depending upon your database and these factors Number of items in the database Contact Records 1K each Detail Records 2K each History Records 1K each User defined field e Number of simultaneous users on the netw
92. ship in Windows XP Windows XP Professional version enhances system security by granting access to installed applications only to the installing user If GoldMine was installed on your system using a different Windows XP logon user name and password and you do not know the Windows XP logon that was used you can change the permission settings with an administrator level account CAUTION If running Windows XP or Windows 2003 Server you must be logged on as a Power User or local administrator or be part of a Power User or administrator group Consult Microsoft Windows online Help 1 2 Hn OF m Q N Log on as an administrator or as a user with equivalent rights Navigate to Program Files GoldMine Right click to display the local menu then select Properties Click the Security tab Click the Advanced button Click the Owner tab Inthe Change Owner To area select the user you want to make the owner Select Replace owner on subcontainers and objects Click OK On the GoldMine Properties dialog box click OK to save and close GoldMine Granting Permission to Use GoldMine in WindowsXP A 3 Granting Permission to Use GoldMine in Windows XP Windows XP s enhanced security requires the administrator to grant privileges to each additional user who wants to use an application on the system CAUTION If running Windows XP or Windows 2003 Server you must be logged on as a Power User or part of a Power
93. stallation and setup of Microsoft Small Business Server SBS If you are using SBS it must be installed and working prior to installing GoldMine Ensure that SBS service packs are current and applied Network Protocols TCP IP recommended Installation Guide 1 4 System Requirements e Server System Requirements Microsoft Windows 2003 Server R2 SP2 x86 Microsoft Data Access Components MDAC 2 6 or higher MDAC is installed automatically with SOL Server SCSI or Ultra DMA Enhanced IDE hard drives RAID Array or mirrored recommended 1GB 100 MBps network connection recommended Server Memory Requirements Database Size Minimum RAM Allocation 50 MB 128 MB 100 MB 256 MB 500 MB 2 GB 512 MB 2 5 GB 1GB 5 12 GB 2 GB 12 GB 3 GB GoldMine A Host Requirements 1 5 Performance Considerations Server RAM and CPU requirements vary depending upon your database and these factors Number of items in the database Contact Records 1 KB each Detail Records 2 KB each History Records 1 KB each User defined fields Number of simultaneous users on the network Database size Operating Systems FrontRange Solutions supports these operating systems Microsoft Windows Vista Microsoft Windows XP Home Professional Microsoft Windows 2003 Server Note FrontRange Solutions neither supports nor recommends using Windows emulators on Macinto
94. ster This file must exist only in the GoldMine root directory of each GoldMine installation Additional License Manager information is provided in the online Help Installation Guide 3 6 Licensing and Registration e Licensing with a Master License A GoldMine Edition Master License begins with the alpha prefix E Example E 005070 111111 The E license is usually a multi user license for a server installation of GoldMine but may be a single user license for a stand alone computer An E license includes a GoldSync license for each purchased GoldMine seat Remote site sub licenses S and Y licenses and Undocked sub licenses U licenses are created from the E license Type the E license number and key code you received when you purchased the software IMPORTANT If you type an E license serial number into the text boxes the GoldSync text box area remains unavailable because GoldSync is included GoldMine AE Licensing Following Installation 3 7 A Licensing Following Installation 1 After the installation completes click Finish The licensing wizard launches IMPORTANT If you do not complete the license and registration information after installation the licensing wizard launches prior to first use of GoldMine The Enter License Information dialog box appears Enter License Information Accurate registration information will help us assist you more effectively and will be used for internal license
95. t to begin installing GoldMine Please enter the required information for the MS SQL Server that GoldMine will be using MS SQL Server Name CS BE MS SQL Database Name GoldMine MS SQL Administrator Username MS SQL Administrator Password MSSQL Database Owner dbo e MS SQL Server Name Type or select the name of the computer on your network where SQL Server is installed MS SQL Database Name GoldMine creates and installs the demo data in a SOL database called GoldMine If you want your database to have a different name type it in the text box MS SQL Administrative Username The default login is sa If your SQL Server user name is different your SOL administrator must provide the information MS SQL Administrative Password Enter the SOL Server administrator password MS SQL Database Owner Enter the name of the SOL Server database owner Note If you click Next without typing a user name and password the Insufficient Input dialog box appears Click Back If you type incorrect information and click Next the MS SQL Login Failed dialog box appears Review the troubleshooting tips then click Back 20 Click Next The Ready to Install the Program dialog box appears 21 Click Install to begin installing GoldMine 22 The Installing GoldMine dialog box appears GoldMine 0 TS on a Server Firebird Database 2 15 When finished the Installation Completed dialog box appears i
96. tallation 0000 2 22 Sharing the GoldMine Folder on the Server 2 22 Mapping a Drive on the Workstations 2 23 Installing on a Workstation 2 23 Running an Undocked Computer Installation 2 27 Upgrade Considerations 4 5 ieee ed een eek twins me tror ee vied 2 34 Upgrading a Server SOL Database 2 35 Upgrading Remote Systems cis e e VE MERE ESSERE Pus 2 36 Licensing and Registration OVELVIGW Ci we or E Eon oe nist a RE AS IME tv et me ee we 3 1 General Licensing Information ssssseeeeeeee 3 2 License Types do sebo ce oL E Aaa be nee pe p be don 3 2 License Serial Number 226 xoc E Ee pre R3 RE c ERE pas 3 4 License Manabet uere DEEP ROUND She Lees UE RAO ED RR op 3 5 Licensing with a Master License c cere Res 3 6 Licensing Following Installation 00 0000 eee ee 3 7 Creating Sub licenses sous sce eye SR ee ta es ee es Ed 3 11 Creating Sub licenses for Remote Offices 3 11 Creating Sub licenses for Undocked Users 3 13 Licensing with Sub licenses sci cece tec tie iaia 3 15 Ste LICENSE n ee eee eer Sree Oe ea 3 15 JLhdocked Eicense oce e eom OR E RR RE SEE a 3 15 Configuring OVNEIVIONI eduxi ket x ore ae Pak MOET ER eg dde ROWAN Rea A 4 1 Configuration Considerations esses 4 2 Placing a Custom Image in the Logon Window 4 3 Granting Acc
97. tallation Considerations 2 3 Visual Studio 2003 NET 1 8 W Workstation installing option 1 2 22
98. te will install the following components required for SQL Server Setup Microsoft SQL Native Client Microsoft SQL Server 2005 Setup Support Files Click Install to continue Carcel Installation Guide C4 Installing Microsoft SQL Server 2005 E 4 Click Install After the software prerequisites are installed click Next The Welcome window appears 16 Microsoft SQL Server 2005 Setup gt Welcome to the Microsoft SQL Server Installation Wizard Setup will help you install modify or remove Microsoft SQL Server To continue click Next GoldMine 5 Click Next The System Configuration Check window appears i6 Microsoft SQL Server 2005 Setup System Configuration Check Wait while the system is checked for potential installation problems Q 14 Total 0 Error Success 14 Success 0 Waming IIS Feature Requirement Success Pending Reboot Requirement Success Performance Monitor Counter Require Success Default Installation Path Permission Re Success Intemet Explorer Requirement Success COM Plus Catalog Requirement Success ASP Net Version Registration Require Success Minimum MDAC Version Requirement Success Installation Guide C 6 Installing Microsoft SQL Server 2005 N 6 When the system configuration check is complete click Next The Registration Information window appears Click Next i Microsoft SQL Server 2005 Setup Registration Information The following information will personalize
99. tes in the United States and or other countries FrontRange Solutions GoldMine GoldSync GoldMine Answer Wizard GoldMine Management Intelligence GoldMine Manager s Console iGoldMine HEAT HEAT Service amp Support HEAT PowerDesk iHEAT HEAT Self Service HEAT Manager s Console HEAT Answer Wizard HEAT Quick Start Wizard InfoCenter Automated Processes First Level Support GoldMine CustomerlQ HEAT CustomerlQ CustomerlQ and other FrontRange products and brands FrontRange Solutions does not support registry changes or issues that arise from editing the registry In no event shall FrontRange or its suppliers be liable for any damages what soever including direct indirect incidental consequential loss of profits or data or special damages Other Trademark Information The following are trademarks of their respective owners or companies TRADEMARK OR REGISTERED TRADEMARK COMPANY ACTI Adobe Acrobat Reader Apple Mac OS Macintosh Avaya Beyond Gold Borland Interbase Calyx Cisco Citrix Corel Crystal Reports dBASE dbCams Fast Folio NXT LivePublish GetSmart Firebird Genesys Genesis 2000 GlobalCall GoldBox CRM Division of Best Software Inc Adobe Systems Inc Apple Computer Inc Avaya Inc Computerese Borland International Inc Calyx Software Cisco
100. the site license you want to create GoldMine Site License S License for the number of seats the site needs or GoldSync Site License Y License for the number of users who are synchronizing including at least one for the site Tip Write the sub license number down or copy it to Windows Notepad The sub license number is needed for each remote computer installation Send the remote site license number to the remote user who can type the license number during the GoldMine installation In the Site Sub License area type the site name and number of users Click Create Site Sub License The Site License for Remote Site dialog box appears Review the information about the sub license and click Agree The sub license number for the site appears in the Sub license for Remote Site Name of Site dialog box If you created a Site license repeat the above process to create the necessary GoldSync license and select GoldSync Site License Note GoldMine adds the sub license to the list of licences on the Licenses tab of the License Manager Am Creating Sub licenses 3 13 Creating Sub licenses for Undocked Users GoldMine has a sub license for an individual user called an Undocked License U License This license type is created for users who work primarily with GoldMine at a remote location on a laptop notebook or home office computer but who may also need to log on to the network occasionally Consider Creating
101. ther install to c apps GoldMine on Windows 2003 and Windows XP Professional and install the server copy of GoldMine to this folder 1 Navigate to and select the GoldMine folder on the server for example C Program Files GoldMine GoldMine 2 Right click for a menu and select Sharing and Security The GoldMine Properties dialog box appears Click the Sharing tab Select the Share this folder option Name the shared folder GoldMine ON OF A Q Set the User Limit to Maximum Allowed GoldMine A n Running a Workstation Installation 2 23 7 Click Permissions The Permissions for GoldMine dialog box appears 8 From the Group or User Names list select the workstation s user 9 In the Permissions for area select the Full Control check box 10 Click OK The GoldMine Properties dialog box reappears 11 Click OK Note If you are using a different Windows operating system your steps may vary Mapping a Drive on the Workstations To enable sharing the GoldMine folder on the server we recommend all workstations accessing the shared GoldMine folder be mapped to the same network drive letter for example G to facilitate GoldMine administration and operations related to linked documents and synchronization 1 On the workstation computer start Windows Explorer and select Tools gt gt Map Network Drive 2 From the Drive list box select the designated drive letter for mapping to the GoldMine folder on the se
102. tion Guide 2 36 Installing Premium Edition e 7 Click Next The Installation Type dialog box appears 8 Select the program features you would like to install Click Next 9 Click Next to continue The SQL GoldMine Database Administrator dialog appears 10 Enter the Administrative login information for the Database Server Click Next 11 The Ready to Install the Program dialog appears Click Install Upgrading Remote Systems This type of upgrade is for computers working disconnected from a GoldMine server but synchronizing with the main GoldMine server to update information a remote Site or an Undocked computer If you are upgrading a Site the Master installation provides the site administrator with the gm7setup exe See Installing on a Server SQL Database on page 2 8 If updating an undocked computer the Master installation provides the undocked computer user with the gm7setup exe See Running an Undocked Computer Installation on page 2 27 IMPORTANT If you are upgrading the server but are not upgrading a remote system until a later date disable the site in the GoldSync Administration Center until it is running the same version of GoldMine as the server 1 Upgrade the Master GoldMine site 2 After upgrading the Master site you can upgrade remote computers by sending them a gm7setup exe installation file using one of these methods One button Synchronization CD ROM FTP site E mail A
103. tmap within a size limit of 150 x 250 pixels The bitmap cannot exceed 150x250 pixels or 150x177 pixels when using a D license with a G License Note GM ini is a special initialization file that stores settings that apply globally to all users running the same installation of GoldMine Place the bitmap file in the root GoldMine directory Using a text editor such as Windows Notepad open GM ini Under the GoldMine section add this line UserLogo lt path filename gt For example if you place the graphics file MyLogo bmp in your GoldMine directory type this statement UserLogo C GoldMine MyLogo bmp Save GM ini then exit the text editor Open GoldMine to display the changed login screen Installation Guide GoldMine Granting Access Privileges in Windows XP Overview Microsoft Windows XP Professional has enhanced system security restricting access to applications to all users except the installing user Having a Windows XP logon does not grant access to an application Access privileges must be granted to any additional users who want to use an application on the system To do this you must Change GoldMine ownership Grant permission to use GoldMine Note If upgrading from GoldMine 5 7 Business Contact Manager installed on Windows XP Professional consult your GoldMine 5 7 documentation regarding the realini setting in the GM ini file A 2 Granting Access Privileges in Windows XP Changing GoldMine Owner
104. ts own internal business purposes Your right to use the Licensed Software is limited to only the licensing limits such as users assets modules technology foundation databases and other features and benefits that You have ordered and paid for in accordance with the applicable purchase order or other order documentation You may use the Licensed Software only as expressly permitted under this EULA and in accordance with the accompanying Documentation and any other written instructions provided by FrontRange Solutions Certain Licensed Software modules may require that You have a valid license for a specific version such as the last corresponding version of a corresponding FrontRange Solutions module technology foundation product or other application or product of a third party and may terminate upon termination of such other product license 3 Restrictions You agree not to copy the Licensed Software unless and except as expressly permitted in the accompanying Documentation If You make such permitted copies of the Licensed Software the original copy of the Licensed Software and all copies that You make may not leave your control and title to all copies remain with FrontRange Solutions and or a Third Party Owner You agree not to modify decompile translate disassemble or reverse engineer the Licensed Software or otherwise attempt to discover any source code or underlying confidential or proprietary information You agree not to distribute re
105. u must simultaneously transfer possession of all associated media and documentation and remove all Licensed Software from Your computers Links to Other Software Use of the Licensed Software may provide links integrations or publishing access to separate third party software FrontRange Solutions provides such links integrations or publishing access as a benefit only and such access does not change the license rights of the separate third party software You must determine if Your use of the separate third party software as accessed through the Licensed Software is in compliance with the respective third party software end user license agreement Links to Third Party Sites You may link to third party sites through the use of the Licensed Software FrontRange Solutions is providing such links to you as a convenience only FrontRange Solutions does not generate or control the content of the third party sites and is not responsible for and does not endorse the policies practices or contents of any third party sites Warranty Remedy Limitation of Liability TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW THE WARRANTY AND REMEDY SET FORTH BELOW ARE EXCLUSIVE AND IN LIEU OF ALL OTHER WARRANTIES AND REMEDIES ORAL OR WRITTEN EXPRESSED OR IMPLIED Except as provided for in this EULA no FrontRange Solutions reseller partner dealer agent or employee is authorized to modify or add to the following warranties and remedies FrontRange
106. uthorized FrontRange Solutions reseller Reseller with which You have engaged The Activation Keys indicate to the loaded Licensed Software the software features and or modules enabled with licensed configuration limits as applicable including i number of authorized concurrent users named users and or assets covered by the license ii server restrictions iii database restrictions and iv technology foundation restrictions You may be required to electronically register the Licensed Software to one application server machine or other physical device by connecting to FrontRange Solutions activation or registration servers or website Further the Activation Keys system may disable Your use of the Licensed Software in the event You attempt to exceed or otherwise violate the terms of this EULA Privacy The installation process may require you to register the Licensed Software with user information and the Licensed Software may contain an automated audit tool whereby FrontRange Solutions will receive notification of Your licensed limits and user information Any personal information collected 1 will be used solely for registration and license limit auditing purposes for the Licensed Software and to provide You with important information about the Licensed Software 2 will be stored in computer servers with limited access that are located in controlled facilities and or under SSL protocol 3 may be stored and processed in the United States
107. w firebirdsql org for additional information Note FrontRange Solutions does not support these third party tools GoldMine A y n GoldSync Requirements 1 9 GoldSync Requirements GoldSync automated the synchronization of data between a host GoldMine system and multiple remote GoldMine systems GoldSync supports multi user multi site environments and includes support for many simultaneous connections As the amount of data and number of users increase GoldSync scales as needed for the work load demand For details on GoldSync implementation and functionality see the GoldSync section of GoldMine online Help GoldSync System Requirements Item Recommended Operating Microsoft Windows 2003 Server Advanced System Server Disk Subsystem RAID Array or mirrored for larger databases or heavy synchronization load RAM Allocation 1 GB for lt 2 GB database with 10 concurrent sync sessions Network 100 Base TX Connection TCP IP Installation Guide GoldMine gt 2 Installing Premium Edition Overview GoldMine provides various types of installations whether from NetUpdate or CD a new or upgrade on a server or workstation in network or remote Please review the planning items and considerations determine the type of installation you are running and use the associated checklist to ensure a successful installation 2 2 Installing Premium Edition e Planning for Insta
108. ype of database are you using Decide whether to use a Microsoft SOL Server database or a Firebird database Ask your Sales representative for information Installing GoldMine on Windows XP Windows XP is not a recommended platform for a server GoldMine I PU GoldMine on Windows Vista 2 3 Some users may encounter issues with the auto run installation For users of GoldMine 5 0 5 7 who back up GoldMine by copying the GoldMine folder at C Program Files this means they are not copying their data files and must browse to Documents and Settings All Users Application Data GoldMine to find their data folders Customers using a Windows XP system as a server may have problems with the client workstations accessing the data on the network due to the split Users may encounter license errors when performing NetUpdates Note Microsoft SQL Tools must already be installed before doing a complete installation of GoldMine on XP For more information please visit www microsoft com Installing GoldMine on Windows Vista Although the install process for Vista is very similar to Windows XP it is not supported as a GoldMine server environment You may install and run GoldMine on Vista but you may not share your installation with other workstations over a network You may override the default installation folder for GoldMine executables and libraries However if you choose a location outside of the Program Files directory

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