GoldMine Administrator's Guide

Copyright  1999 GoldMine Software Corporation.
All Rights Reserved

GoldMine, GoldSync and HEAT are registered trademarks of
GoldMine Software Corporation in the United States and/or
other countries. GoldMine FrontOffice 2000, GoldMine Sales
and Marketing, GoldMine Service and Support and
HEATWeb are trademarks of GoldMine Software
Corporation. Other products and brands are registered
trademarks or trademarks of their respective owners/
companies.
USE OF THIS SOFTWARE AND ITS RELATED USER

DOCUMENTATION ARE SUBJECT TO THE TERMS AND
CONDITIONS OF THE APPLICABLE GOLDMINE END-
USER LICENSE AGREEMENT (EULA), A COPY OF WHICH
IS FOUND IN THE APPLICABLE INSTALLATION GUIDE.
YOU MUST AGREE TO THE TERMS AND CONDITIONS OF
THE GOLDMINE EULA IN ORDER TO USE THIS
SOFTWARE. IF YOU DO NOT AGREE TO THE TERMS AND
CONDITIONS OF THE GOLDMINE EULA, PROMPTLY
RETURN THE UNUSED SOFTWARE TO THE PLACE FROM
WHICH YOU OBTAINED IT FOR A REFUND.
In no event, shall any part of the related user documentation

be reproduced, transmitted, stored in a retrieval system, or
translated into any language, without the express written
permission of GoldMine Software Corporation.
Contact GoldMine Software Corporation at our Web site:
http://www.goldmine.com
GoldMine Software Corporation
17383 Sunset Boulevard, Suite 301
Pacific Palisades, California 90272
Sales: 800-654-3526
Fax: 310-454-4848
ii GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

Contents
1 About this Book
What’s in the GoldSync Administrator’s Guide? ................................................. 1-2
Site Groups, Site Group Members, GoldSync Servers and Processes ............ 1-3
Host and Remote GoldMine Sites ...................................................................... 1-3
Other GoldMine Technical Publications .......................................................... 1-3
Technical Support ............................................................................................... 1-3
Other GoldMine Resources ................................................................................ 1-4
2 Introduction to GoldSync
Remote Synchronization ..................................................................................... 2-2
Typical Remote Synchronization Scenario ....................................................... 2-2
What is the importance of GoldSync? ............................................................... 2-3
3 GoldSync Administration Center

Use the GoldSync Toolbar .................................................................................. 3-5
GoldSync Components Pane .............................................................................. 3-7
GoldSync Site and Site Group Local Menus .................................................... 3-8
Example of GoldSync Component Properties Pane ...................................... 3-10
Understanding GoldSync Logs ....................................................................... 3-12
GoldMine Process Monitor ............................................................................... 3-14
GoldMine Process Monitor Toolbar ......................................................... 3-15
Configure GoldSync Processes ........................................................................ 3-16
TABLE OF CONTENTS iii

4 GoldSync Site Group Wizard
Site Group Wizard ............................................................................................... 4-3
Transfer Set Creation Method ............................................................................ 4-5
Initiate an outgoing connection ......................................................................... 4-6
General Options ................................................................................................... 4-7
Send Options ........................................................................................................ 4-8
Send Contact-related Options ............................................................................ 4-9
Filter Options ..................................................................................................... 4-11
Retrieve Options ................................................................................................ 4-12
Synchronization Intervals ................................................................................ 4-13
Sync Periods ....................................................................................................... 4-14
Add Site Group Members ................................................................................. 4-15
Modify a Site Group .......................................................................................... 4-16
5 GoldSync Site Group Members Wizard

Undocked Users ................................................................................................... 5-3
Site Group and Site Code .................................................................................... 5-4
Cutoff Date/Time and Delete Filters ................................................................. 5-5
Next Sync Time .................................................................................................... 5-7
Modify a Site Group Member ............................................................................. 5-9
6 GoldSync Server and Process Wizards

Define your GoldSync Server ............................................................................. 6-3
Identify GoldSync Processes .............................................................................. 6-4
Configure GoldSync Processes .......................................................................... 6-5
7 GoldSync Active Icons

GoldSync Site Group Icons ................................................................................. 7-2
GoldSync Server and Process Icons ................................................................... 7-3
Issues Icons .......................................................................................................... 7-4
iv GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

8 GoldSync Implementation
Planning your GoldSync Implementation ........................................................ 8-2
Scenario 1: Incoming via TCP/IP Network ...................................................... 8-3
Configure your Site Group .......................................................................... 8-4
Create a Transfer Set and Add Bob to the Site Group ............................... 8-5
Configure a GoldSync Server and Process ................................................ 8-6
Scenario 2: Initiate a Call via TCP/IP Network ............................................... 8-7
Create your Site Group ................................................................................. 8-8
Select the Connection Method ..................................................................... 8-9
Define the Los Angeles Office as a Site Group Member ......................... 8-10
Configure a GoldSync Server and Process .............................................. 8-11
Scenario 3: E-mail Synchronization ................................................................ 8-13
Create your Site Group ............................................................................... 8-14
Define Tom’s Remote License as a Site Group Member ......................... 8-15
Configure Tom’s Site Properties ............................................................... 8-16
Configure the GoldSync Process for the Outgoing
E-mail Transfer Sets ............................................................................ 8-18
Configure the GoldSync Process for the Incoming
E-mail Transfer Sets ............................................................................ 8-19
Scenario 4: Shared Paths Synchronization ..................................................... 8-21
Shared Paths Synchronization ................................................................. 8-22
Define the Texas Remote License as a Site Group Member ................... 8-24
Scenario 5: Picking up Waiting Transfer Sets via Modem ............................ 8-27
Configure your Site Group ........................................................................ 8-28
Configure your Site Group ........................................................................ 8-29
TABLE OF CONTENTS v
Define Joe as a Site Group Member ........................................................... 8-30
GoldMine Software Corporation Support Services

24-hour/7-day FREE Support Options ............................................................. S-2
Premium Support Options .................................................................................. S-3
Other Sources of Support .................................................................................... S-4
Index
vi GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

1
IN THIS CHAPTER
What’s in the GoldSync

Administrator’s Guide?
Site Groups, Site Group
W e at GoldMine Software have a rich heritage of
commitment and service to sales and
marketing. To further enhance the already feature-rich
About
this Book
Members, GoldSync GoldMine 5.0 to take care of all customer contacts, we
Servers and Processes have developed an additional piece of software to better
enhance your contact with other GoldMine systems.
Host GoldMine and
Remote GoldMine Sites GoldSync 5.0 is at the heart of getting in touch with other
GoldMine systems, providing a better means of
Other GoldMine communication with your GoldMine environment and
Technical Publications other GoldMine systems. To assist you in learning about
Technical Support GoldSync 5.0, we have developed the GoldSync 5.0
Other GoldMine Resources Administrator’s Guide. Chapters describe the different
components of the GoldSync 5.0 interface. Each
component is laid out and explained. Sample scenarios
will give you an idea of how some of the basic
configurations can be accomplished.
ABOUT THIS BOOK 1-1

What’s in the GoldSync Administrator’s
Guide?
Chapter 1 Chapter 5
About this Book Site Group Member Wizard
Provides an orientation to GoldSync 5.0 Administrator’s Guide. Discusses how to configure site-specific settings.
Chapter 2 Chapter 6
Introduction to GoldSync 5.0 GoldSync Server and Process Wizard
Provides a brief overview of the main purpose for using Discusses how to create and configure both a GoldSync
GoldSync 5.0. server and its different processes.
Chapter 3 Chapter 7
GoldSync 5.0 Administration Center GoldSync Active Icons
Shows how to navigate through the main GoldSync 5.0 Covers the interpretation of the different icons and messages
environment. in the GoldSync Administration Center.
Chapter 4 Chapter 8
Site Group Wizard Sample Scenarios
Discusses how to create and maintain GoldSync 5.0 site Describes some real world scenarios, and how to configure
groups. All the different options and their respective each of those scenarios.
functions in the Site Group Wizard are covered in this
chapter. Index
1-2 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

Site Groups, Site Group Members, Other GoldMine Technical Publications
GoldSync Servers and Processes • GoldMine Installation Guide
The following terms are used throughout GoldSync 5.0 • GoldMine Reference Manual (.PDF only)
Administrator’s Guide: • GoldSync Administrator’s Guide (.PDF only)
• Site group: a collection of remote sites that may or may
not have common configurations. The Site Groups are
an organized way of configuring multiple sites. Technical Support
• Site group member: a single site configured to be a You can get answers to GoldSync issues and questions in
member of a site group. The site group member can be GoldMine’s Internet newsgroup forums. A list of these
configured to have site-specific settings that are not newsgroups and instructions on how to use them can be
common to the other site group members. found at:
• GoldSync server: a computer system that is used to http://www.goldmine.com/newsgroups
process GoldSync tasks. You can access our support site at:
• GoldSync process: task that is to be carried out by the http://www.goldmine.com
GoldSync server. An example of a GoldSync process is
to wait for an incoming connection via network.
Host and Remote GoldMine Sites

In this manual, we will continuously reference two
computer systems: the host GoldMine site, and the remote
GoldMine site. The host GoldMine site will be designated
as the computer system where the source database is
located. The remote GoldMine site is the system to which
the information will be transferred.
ABOUT THIS BOOK 1-3

Other GoldMine Resources
In addition to using support resources offered by GoldMine
Software, GoldMine Solutions Partners and GoldMine
Authorized Trainers can assist your organization with
installing, maintaining, and running GoldMine and
GoldSync. While Technical Support does not provide
training or “walkthroughs” of GoldMine features, GoldMine
Solutions Partners are available to provide these services.
Local GoldMine Solutions Partner

GoldMine Solutions Partners are GoldMine-certified
computer consultants. They offer technical support, systems
analysis, training, and consulting for GoldMine. They can
come to the site and offer support beyond that which can be
accomplished over the phone. In addition, they can help to
analyze a company’s GoldMine needs and customize
GoldMine to best meet those needs. For details, visit the
GoldMine Web site, check the Enhancement Guide included
in the GoldMine software package, or call
GoldMine Software’s Sales Department at 800-654-3526.
GoldMine Authorized Trainers

GoldMine Authorized Trainers can provide on-site training
to meet a variety of organizational needs. For details, visit
the GoldMine Web site, check the Enhancement Guide
included in the GoldMine software package, or the
GoldMine Software’s Sales Department at 800-654-3526.

2
T
IN THIS CHAPTER
Importance of GoldSync 5.0

his chapter covers an introduction to GoldSync 5.0.
You will see the importance of synchronization, and
Introduction
to
Remote Synchronization how synchronization can send information from one system
Typical Remote to another system.
Synchronization Scenario
GoldSync
You will also see the important role GoldSync 5.0 plays in a
What is the importance of multiple remote system sync scenario.
GoldSync?
INTRODUCTION TO GOLDSYNC 2-1

Remote Synchronization Typical Remote Synchronization
Remote synchronization is a process by which one GoldMine Scenario
system integrates its information with another GoldMine In most organizations, different departments may track
system. Built-in GoldMine allows for one-to-one exchange of prospect and customer information. These departments are
information between GoldMine systems. Organizations that sometimes located in another office at a distance from one
have employees working in offices and in the field can use another. For exmaple, let’s take for example a remote sales
GoldMine’s remote synchronization to communicate representative through the course of closing a sale.
effectively and remain dynamically connected. Remote sales representative Joe meets with a potential
During a remote synchronization, records changed in one customer. He creates a contact record for that person on
GoldMine system are compared with the records on the other his system. Like in any sales process, there are several
GoldMine system. After comparing the existing information other departments that need to be involved to handle the
to the information being retrieved, the synchronization sales, order processing and customer service. These
process will perform one of three tasks: departments need to work hand in hand to accomplish a
• If the information being retrieved is a more current common goal.
change than the information that already exists, When the prospect calls in to request more information
GoldMine will retrieve the information on the product, they will record their correspondence
• If the information being retrieved is older that the with the customer and schedule their literature request
existing information, GoldMine will ignore the to the literature fulfillment department.
information. The literature department in turn uses the
• If the information being retrieved has the same modified correspondence to get information on the contact to find
date, GoldMine will ignore the information. out where to send the requested information.
Remote synchronization is performed at the field level. This The outside sales rep Joe may have to touch the potential
means that changes made to any field on any record will be customer several times before the sale is closed. In the
evaluated appropriately and the latest change will be meantime, he is continually recording additional
implemented at the field level. information after every meeting. The inside sales rep
Remote synchronization does not send the whole database. also needs to know the status of the sale.
Only the changes made since a specified cut off date will be When the sale is closed, the accounting department
sent to the other GoldMine system. This makes the generates an invoice that the shipping department will
synchronization process extremely efficient. use to fulfill the customer’s order.
Meanwhile the customer service department records
when the merchandise was purchased and begins the
warranty period. Further correspondence may be
required even after the purchase is made.

Notice in this cycle several different departments are GoldSync System Components
working together to accomplish a common goal even after As shown in the following figure, GoldSync consists of three
the sale is closed. Further communications with the components:
customer, service representative, and outside sales rep must
• File server that handles all information for GoldMine
be up-to-date to make sure that the customer remains a
customer leading to possible sale of more product. • GoldSync server with sites and processes configured
Remote synchronization assists in making sure that all • Remote GoldMine system
information from one office is updated to the information
from another office. With remote synchronization the remote file server
sales rep is able to inform the host office of any changes in
the status of the sales opportunity. Along the same line, the
host office will be able to track any correspondence with the
remote system
customer and send this information off to the outside sales GoldSync
server
representative.
File Server Handles All Information for GoldMine
What is the importance of GoldSync?
A file server handles all GoldMine information. Typically,
GoldSync is an enhancement to GoldMine 5.0 that this is the installation that all users on the network may use
automates the process of remote synchronization. While to access GoldMine information.
GoldMine 5.0 can handle simple point to point
synchronization, it is unable to assist in multi-site GoldSync Server with Sites and Processes Configured
synchronizing. Multi-site synchronizing involves multiple The system that executes processes configured for GoldSync.
sites syncing with one system. It is recommended that a workstation on your network serve
GoldSync simultaneously updates multiple remote as a GoldSync server. Your file server may perform other
GoldMine systems. Unlike GoldMine synchronization, tasks. Executing GoldSync processes on your file server may
GoldSync can keep track of site-specific settings such as occupy resources that may need to be used by other network
what information is sent and retrieved to and from multiple functions. If you execute GoldSync on a workstation
remote systems. dedicated to GoldSync processes, your file server will only be
responsible for supplying the information, while the
GoldSync processes remote sites in an unattended manner.
workstation processes any information locally. This will free
When GoldSync has been configured properly, the GoldSync
up resources on your file server.
Administrator simply starts the processes on the GoldSync
server and GoldSync will handle the remote sites as Remote GoldMine System
preconfigured in the GoldSync Administration Center. Any computer system set up to synchronize with your
GoldSync server. The remote system can either be another
GoldSync server or a remote GoldMine system.
INTRODUCTION TO GOLDSYNC 2-3

Logging a Call 2-3
IN THIS CHAPTER
3
GoldSync Administration
Center Terms
T his chapter covers the GoldSync Administration
Center. It will show you how to launch the GoldSync
Administration Center, discuss the different components,
GoldSync
Adminis-
Environment and how each component works.
Center Navigation
You will see how to use the toolbar to create and modify the
existing components of the GoldSync Administration Center.
tration
GoldSync Logs Center
GOLDSYNC ADMINISTRATION CENTER 3-1

Important Terms
The following terms are used throughout GoldSync 5.0 GoldSync Summary Window
Administrator’s Guide:
Contains the properties of the different components of the
GoldSync Administration Center.
GoldSync Toolbar
Consists of icons used to maneuver through the GoldSync GoldSync Logs
Administration Center. You will have the capability of
creating and modifying the different components of the Comprise a log of the activities for different components of
Administration Center. the GoldSync Administration Center.
GoldSync Components Window

Consists of the different parts that comprise GoldSync.

Launching the Launch GoldSync
Administration Center
GoldSync 1 Select File. 1
Administration 2 Select Synchronize.
Center 3 Select GoldSync

Administration Center.
To enter the GoldSync
Administration Center, you 2
4 Note: The first time you
must have rights to the enter the GoldSync
Administration Center menu 3
Administration Center, you
command. may be prompted to create
a new site group. For our
first look at the GoldSync
Administration Center, we
will first answer No when
prompted to create a new
site group. The creation and
modification of site groups
will be covered in future
chapters.
4

The GoldSync Administration Center
The GoldSync Administration Center has several parts. Each part serves a specific purpose. The following chapter will
identify the different parts of the Administration Center and what each part does.
toolbar
GoldSync GoldSync
component component
pane properties
pane
GoldSync
Logs pane

The GoldSync Use the GoldSync
Toolbar
Toolbar The toolbar consists of icons
Items on the toolbar may be that assist in configuring,
available or unavailable modifying, and manipulating
depending on the currently the different components of
highlighted GoldSync GoldSync.
Administration Center
component. 1 New site group icon:
creates a new site group.
1 2 3 4 5 6
2 New site group member
icon: creates a new site
group member of the
currently highlighted site
group.
3 New GoldSync server icon:

establishes a machine on
the network as a GoldSync
server.
4 New GoldSync process

icon: creates a process that
will be executed on the
GoldSync server.
5 Delete icon: deletes the

currently highlighted
GoldSync components.
6 Properties icon: shows the

properties of the currently
highlighted GoldSync
component.

7 Start icon: starts the
GoldSync process. 7 8 9
8 Stop icon: stops the

GoldSync process.
9 Sync Agent icon: starts the

GoldSync processes set to
AutoStart.

GoldSync GoldSync
Components Pane
Components
1 Site group: displays the site
Pane groups that have been 1
configured in the GoldSync
The GoldSync components
pane consists of the various
components of the GoldSync 2
2 Site group member:
Administration Center. displays the different
members of each GoldSync 3
site group.
3 GoldSync server: displays
the different systems that 4
have been established as
GoldSync servers.
4 GoldSync processes:
displays the different
processes that belong to
each different GoldSync
server.

The GoldSync GoldSync Site and
Site Group Local
Center Local Menus
Menu 1 Refresh and Refresh All:
The GoldSync Component repaints your view for the
pane contains a local menu GoldSync Administration
that will allow you to perform Center. 1
a variety of tasks in the
GoldSync Administration 2 Expand: displays any 2
Center. subcomponents.
The local menus are very 3 Enable and Disable: enables 3
interactive. This means that or disables a site from being
only certain menu processed. 4
4 Generate Verification 5
Code: generates a code that
the remote must provide to
initiate a connection with 6
GoldSync.
TIP
The Verification Code is used to
5 New and Clone: allows you
prevent the remote from installing
GoldMine on another system or to generate a new
using another pre-assigned sync component or clone the
profile. If the remote attempts to currently highlighted
use another sync profile or the same component.
license of GoldMine on another
system, they will need to contact 6 Delete and Properties:
the GoldSync Administrator for a allows you to either delete a
new verification code. component, or view and
modify the properties of the
component.

TIP GoldSync Server
You can convert SYNCSTAMP
and LOGSTAMP values, and the and Process Local
first seven characters of the RECID Menus
which holds the creation of the
record entry by the use of 1 Refresh and Refresh All:
GoldSync’s Date/Time Stamp repaints the GoldSync
Conversion utility. To make this Administration Center
utiliy available, you need to add the
display.
following entries in your
GOLDSYNC.INI file:
2 Expand: displays any
[GoldSync] subcomponents.
StampConv=1 1
Log out of GoldMine and log back 3 Start, Stop, and Stop All:
2
in. You can then right click on any starts or stops the
GoldSync component. A new menu highlighted GoldSync
item, Date/Time Stamp process, or stops all 3
Conversion, appears. running GoldSync
This utility is provided to assist in processes.
interpreting TLOG stamps. The 4
information provided by this utility 4 AutoStart On and
must not be used to edit the TLOGs AutoStart Off: sets 5
of GoldMine by an external
AutoStart on or off for the
application. Any use of this 6
information to modify TLOGs will
not be supported. process.
5 New: allows you to define

a new GoldSync server, or
a new GoldSync process.
6 Delete and Properties:

allows you to delete a
GoldSync server or process,
or view/modify the
properties of the
server or process.

The GoldSync Example of GoldSync
Component
Component Properties Pane
Properties Pane 1 Site Group Members 1
The GoldSync Component Properties: displays the site
Properties pane consists of the groups of the GoldSync
properties of the currently Administration Center
component. 2 GoldSync Process
Properties: displays the
Depending on the component
different members of the
that is highlighted in the
GoldSync site groups.
GoldSync component pane,
the GoldSync component
properties pane will show a
different set of information.

The GoldSync GoldSync Log Pane
Logs Pane 1 Highlight a site group

member.
The GoldSync Log pane
displays a log of activities for 2 An activity log for that site
the currently highlighted group member will show in 1
GoldSync site group member. the GoldSync Log pane.
TIP
The GoldSync Log pane will only
display information for the
currently highlighted site group
member. If a site group, GoldSync
server, or process is highlighted in
the GoldSync Component pane, no
logs will appear. 2

Understanding Understanding
GoldSync Logs
the GoldSync
1 We have chosen to Log
Logs Sync Details and record
changes for the site
The GoldSync logs display
member. Let’s try to
important information
interpret the
regarding sync sessions for
Synchronization Logs of
each GoldSync site. This
Perphone.
information can be used to
determine the activity The Session Logs 1
between the GoldSync server indicate:
and the remote system.
Perphone created: 2
TIP records (2 updates)
The GoldSync Log pane is typically
populated with information Created: indicates the
regarding the sync sessions for a record was included into
GoldSync site. However, if you the transfer set. On the
want more information on the sync
other hand, retrieved
session, you need to configure either
the site group or site group would indicate
members to log the sync information is being
information. You should only use taken from the remote
these options to help you site.
troubleshoot sync issues.
Records: indicates new
records are included into
your transfer set.
Updates: indicates that

two updates have been
added to your transfer
set.

2 You can access the specific
logs for that transaction by
going into the detail logs for 3
the Perphone database.
3 Opening the Perphone

folder will show the details
of what information was
sent in the summary
window.

GoldSync and GoldMine Process
Monitor
the GoldMine
1 All processes that are
Process being executed by
GoldSync will be
Monitor displayed in the
GoldMine Process
When GoldSync is performing
Monitor.
a process, these processes
1
appear in the GoldMine
2 Each process can spawn
Process Monitor. multiple tasks. In this
2
example, we can see that
each task that is being
processed will show as a
different branch. You can
stop each task by
highlighting the separate
synchonization task
entries and clicking on
the Stop icon.
3 The details pane displays

a log of the different
processes. You can access
this window by clicking 3
on the Toggle Logs icon.

Process Monitor GoldMine Process
Monitor Toolbar 1 2 3 4 5
Toolbar
The GoldMine Process 1 Stop icon: allows you to
Monitor Toolbar gives you stop the currently
the ability to easily stop highlighted process.
processes and control the
viewing and storing of the 2 Toggle Logs icon: allows
GoldMine Process Monitor you to open or hide the
information. Details pane of the
GoldMine Process
TIP
Monitor.
Information in the GoldMine
Process Monitor will only be 3 Copy Logs to Clipboard
available until you close the icon: gives you the
GoldMine Process Monitor. You capability to copy the
can save the information to the GoldMine Process
Windows Clipboard or GoldMine’s Monitor information onto
System Logs. the clipboard. You can then
in turn paste the
information into another
application.
4 Clear Logs icon: clears the

logs in the GoldMine
Process Monitor.
5 Save to System Logs icon:

saves the currently
displayed information to
the System Logs.

Configuring Configure GoldSync
Processes
the GoldSync
1 You can type a name for
Process your process. GoldSync
creates a default name for
Once you have defined the
the process.
systems that will serve as
your GoldSync servers, you The succeeding screens in
need to identify the separate the GoldSync Process
processes you wish to Wizard will prompt you for
configure on each GoldSync information specific to the 1
server. process you are
configuring.
TIP 2 The option to automatically
You can start processes that have start the process will
been set to start automatically
enable you to start this
through the following command
line prompt: process if you perform one
of the following tasks:
C:\> ...\gmw5.exe
/u:username • Command line prompt
2
/p:password /s:goldsync • Click on the Sync
where ... represents the path to Agent icon
the gmw5.exe file.
• Set up the Server Agent
to start GoldSync 3
3 The Sync Active Period
works like the Sync Active
Period as configured in the
Site Group Properties.

IN THIS CHAPTER
4
GoldSync Site Group Terms
Creating GoldSync Site
Groups
T his chapter is designed to help you better
understand the concept of GoldSync Site
Groups.This chapter covers the GoldSync Site Group
GoldSync
Site
Wizard. Configuring and modifying a GoldSync Site Group
Connected and Non-
connected Methods of
Wizard will be covered in this chapter.
You will see how to configure GoldSync to perform a
Group
Synchronization
Configuring Multiple Sites
number of GoldSync actions. For example, you can
configure GoldSync to wait for an incoming connection Wizard
As Members of a Site Group from remote sites.
Modifying an Existing Site You will also see how the site group configuration can be
Group Member applied to multiple site group members.
GOLDSYNC SITE GROUP WIZARD 4-1

Important Terms
You’ll find the following terms throughout the GoldSync Site Undocked License
Group Wizard:
Single-user license that has been undocked from the main
license. An undocked license can install GoldMine onto
GoldSync Site Group another system and still log into the host GoldMine system.
This does not diminish the number of licenses that can log
Collection of remote sites that may or may not have the same into the host GoldMine system. An undocked user is
configurations. GoldSync site groups may be classified considered as a user that is continually logged in. For
according to geographical location, position in the company, example, if you have a five-user copy of GoldMine and create
(for example, Outside Sales Representative), or simply an undocked license for user BOB, four other users and BOB
through common connection methods. You must decide the can log into the GoldMine system.
common attributes for the members of a site group.
Sublicense
Connected and Nonconnected
Multiuser license that has been removed from the main
Synchronization Methods license. Creating a sublicense will diminish the number of
Two ways a remote system can establish a connection with licenses you have at the host site.
the host GoldSync server.
Other License
Transfer Set GoldMine license other than your main license. For example,
Collection of changes made to the database since a specified if your license is E-0005-10120345, a license of E-0005-
cutoff date. The cutoff date will be discussed later in this 10435434 would be considered an Other License.
guide.

Creating a Site Group Wizard
Site Group 1 The first step is configuring

a site group to assign the
site group with a
The Site Group Wizard gives descriptive name. In this
you the capability to case will name the site
configure multiple sites with group “East Coast Sites.”
common configurations.
Site Groups can be arranged
relative to site location, site
departments, or common site
configurations. 1
For example, if you remote
sites that are located on the
East Coast. You can
configure multiple sites on
the East Coast with common
site group configurations.

Selecting a Connected and
Nonconnected
Synchronization Methods
Method Connected Methods
GoldSync establishes a 1 Accept an incoming
transfer of information from connection: GoldSync
waits for an incoming 1
one GoldMine system to
another through connection from the remote 2
synchronization methods. The site.
two types of synchronization
methods are connected and 2 Initiate an outgoing 3
nonconnected methods. connection at set 4
intervals: GoldSync
In a connected method, initiates a connection with
GoldSync can either initiate the remote site.
an outgoing connection or
wait for an incoming call. In Nonconnected Methods
this method, GoldSync has an
active connection with the 3 Send and retrieve transfer
remote computer. sets via E-mail: GoldSync
syncs with the remote
In a nonconnected method, system through Internet
there is no active connection e-mail.
between GoldSync and the
remote sites. GoldSync uses an 4 Synchronize with another
Internet e-mail account or GoldSync Server via
shared directory to facilitate shared paths: GoldSync
the transfer of information. sends and retrieves transfer
TIP sets through a shared
Synchronize with another resource. Typically,
GoldSync Server via shared directories on a network
paths is used for GoldSync-to- server would serve as a
GoldSync synchronization where
shared resource.
the two servers have no live
connection to one another but can
see common shared directories.

Connected Transfer Set
Creation Method
Methods
1 Generate transfer
Accepting an incoming
setswhile site group
connection
member waits online:
GoldSync gives you the ability When GoldSync accepts an
to accept an incoming incoming connection, this 1
connection through a TCP/IP option instructs GoldSync 2
network “call,” network to create the transfer set is
connection, or via modem. while the remote site waits.
The remote system can make
any connection with the 2 Generate transfer sets in
GoldSync sites through any advance for site group
one of the methods. GoldSync member(s) to pick up:
will deal with the site as When GoldSync accepts an
defined in the site group incoming connection, this
member settings. option instructs GoldSync
When GoldSync is configured to send a transfer set that
to accept an incoming has been created in
connection, you have the advance.
option for GoldSync to create
the transfer set while the
remote waits or create a
transfer set in advance.
TIP
Creating the transfer set in advance
is the most efficient means of
synchronizing because the remote
does not have to wait online while
GoldSync creates the transfer
set.This option will only be available
for site groups set to accept an
incoming connection.

Connected Initiate an outgoing
connection
Methods
1 Connect directly via
Initiate an outgoing
Internet address or TCP/IP
connection at set intervals
network: the remote system
GoldSync also gives you the
should have a dedicated IP
ability to initiate a remote
address. Configuring
connection through a TCP/IP
GoldSync to connect via
network “call,” network 1
Internet address or TCP/IP
connection, or via modem.
network, GoldSync should 2
You can initiate a connection
know the IP address of the 3
only through one method per
remote system.
site group. However, you can
use the same connection 2 Connect directly via
method with multiple site modem: you can configure
groups. GoldSync to connect with a
You can configure the remote system through a
connection specific modem connection. You will
information (for example, IP need to know the phone
address, phone number, and number of the remote site.
network path) through the site
group member properties. 3 Connect directly via
network (other than TCP/
IP): you can configure
GoldSync to connect
through a network
connection. You will need to
know the path of the
GoldMine system on tne
network.

General Options General Options
General Options allow you to
1 Send and retrieve
define general options for a changed data to and from
site group. This page of the the site group’s members:
wizard allows you to define if these options define if
the site group will be GoldSync will send and/or 1
configured to send and/or retrieve information to and
retrieve information from the from the remote site.
remote, an optional password 2
that is to be supplied by the 2 Optional connection
remote to establish a password: the remote site 3
connection, and the log will need to provide the same
options for the site group. password in this field before
GoldSync will establish a
connection.
TIP 3 Log Options: these options

Unless you are trying to define if GoldSync will log
troubleshoot a sync issue, disable the activities of a
log options. This log information is synchronization session:
stored in a file that could get very
large if synchronization session • Log the details of each
information is stored for each synchronization
session.
session: stores the
GoldMine Process
Monitor information for a
synchronization session.
• Log the transfer set

details for the records
sent/retrieved: stores
what information is sent
and retrieved in one
synchronization session.

Configuring Send Options
Send Options 1 Send Record Types:

options that allow you to
define what specific
Send options allow you to information is to be sent to 1 2
select specific information to the remote site.
send out to the remote sites.
2 Send users’ calendar:
TIP
options that allow you to
Clicking the right mouse button define the calendar
will bring up a local menu that has information to be sent for a
the following options: user or multiple users. This
Select Branch: Allows you to window will only become
select all of the options of the available if you have chosen
currently highlighted record type. to send any scheduled item.
Clear Branch: Allows you to clear Otherwise, this window will
the options of the currently be unavailable.
highlighted record type.
Select All: Allows you to select all 3 Expanded Send Record
the options in either the Send Types pane: when you
Record Types or Send Users’ expand the different record
Calendar window. types, you will get record 3
Clear All: Allows you to clear all type specific information
the options in either the Send that you can select or
Record Types or Send Users’ deselect.
Calendar window.

Send Contact- Send Contact-
related Options
Related
1 Contact-related data:
Options • All changed contact
Send Contact Related Options records: GoldSync will 1
allow you to define how send all changes made to
GoldSync searches for changes contact records and/or
in the database and which customizations made
contact set that is to be sent to since a specified date.
the remote site.
GoldSync gives you the • Contact records linked
capability to synchronize to the ‘Send users’
multiple contact sets. Only calendar’ list: GoldSync
contact sets that have a file will send only
code will appear in the lower information for contact
window. To define a file code records that have
for a contact set, select pending activities for
File|Open Database, users specified in the
highlight a database, then previous Send users’
select Properties. calendar pane.
TIP • All filtered records and

The synchronization process will user-scheduled
synchronize information between activities record:
contact sets with matching file GoldSync will include all
codes. If GoldSync does not locate a contact records that have
matching file code, the information pending activities for
in the transfer set will be retrieved users specified in the
into the default contact set as
previous Send users’
defined in the Retrieval Options
window. Retrieval options will be calendar pane, even if
discussed later in this guide. the record does not fulfill
the filter specified for the
site group or site group.
member.

2 Send multiple contact sets:
You have the option to send
contact information from
multiple contact sets. You
need to specify the same file
code on both the host and
the remote to ensure that the 2
proper information syncs to
the proper database.

Specifying Send Filter Options
Filter Options 1 The drop-down menu gives
you the option to either send
All Contact Records!, or to 3
Send Filter Options allow you
select a predefined filter for
to limit the information that is 1
any GoldMine user.
being sent to the remote site by
the use of a filter. All contact
2 Click on <Filters of . . . > in
information that satisfies the the drop-down menu.
condition(s) specified in the GoldSync will give you the
filter will be sent to the remote option to select a predefined
site. filter of another GoldMine
The filter you create will have user.
an equivalent SQL query, and
depending on how your data 3 Select Options.
is stored, GoldSync will utilize
the various types of filter 4 Select the transfer set
expressions. For example, if creation method. Your
your data is stored in dBase selection will only be used if
files, GoldSync will utilize the you are using a send filter 2
xBase expression. If your and your contact set is in a
GoldMine data is rehosted to dBASE database format.
an SQL backend, GoldSync
will use the equivalent SQL
query.
TIP
GoldSync will not allow you to
create a filter from the GoldSync
environment. You are required to 4
create the filter first. It is important
to create the filter in the GoldMine
environment first and preview the
results of that filter to ensure that
the proper information will be sent
to the remote.

Configuring Retrieve Options
Retrieve 1 Retrieve options are

identical to that of the send
Options options.
2 You will also need to 1

Much like the Send Options, specify the contact sets you
you can specify Retrieve wish to receive from the
Options. remote site. Also note that,
similar to the send options,
TIP the only contact sets that
The default contact set by default is will show in this window
set to <Current Contact Set>. If are the contact sets that
no matching File Code is found on have an assigned file code.
the GoldMine system, the
information from the transfer set 3 If a contact set that is being
will be retrieved into your retrieved does not have a
currently open contact set. This matching file code on the
may cause mixing of information GoldSync system, that
from different contact sets. information will be
To properly set up multiple retrieved into the default
database synchronization, it is contact set. Only contact 2
important to specify matching file sets that have been
codes on the host and the remote.
assigned a file code will
Also, if the contact set with the file
code does not exist on the host or appear in the drop-down
the remote site, do not configure menu.
GoldMine’s synchronization to
send that information.

Defining Synchronization
Intervals
Synchronization
1 Sync Interval: defines the
Intervals frequency at which
GoldSync will initiate an
If you have configured
outgoing connection, build a
GoldSync to either initiate an
transfer set in advance, or
outgoing connection with the
sync via shared paths. The
remote, create a transfer set in
interval is in the format of
advance for pickup, or sync 1
dd:hh:mm (days, hours,
via shared paths, GoldSync 2
minutes).
will need to know when and
how often it will perform the 2 Retry Interval: if GoldSync 3
specified tasks. The fails to perform the specified
Synchronization Intervals give action at the Sync Interval,
you the ability to define these GoldSync will attempt to
parameters. perform the process again at
the specified Retry Interval.
TIP
The Retry Interval should not be
3 Number of Retries: defines
configured at a frequency that is
less than that of the Sync Interval.
the number of times the
Retry Interval will be
If a Retry Interval is specified and
implemented before
GoldSync has used the maximum
number of retries, GoldSync still GoldSync considers the
determines the site’s Next Sync session a failed sync and
Time by adding the Sync Interval implement the Sync Interval.
to the original Next Sync Time.
This prevents the Next Sync Time
for that site from “creeping.”
"Creeping" would occur if the
Sync Interval is used at the point
of a successful/failed connection
instead of the original Next Sync
Time.

Defining a Sync Periods
Sync Period 1 You can check or uncheck
days on which a remote site
Clicking on the Sync Period
group member should be
button on the Synchronization
allowed to synchronize.
Interval page gives you the
ability to define the hours of
2 You can also define the 1 2
the day in which the site(s) can hours of the day when the
be processed. remote can connect. By
default, GoldSync’s Sync
Period is set to 24 hours a
day, seven days a week.

Adding Site Add Site Group
Members
Group
1 Site group members: You
Members to a have the option to specify
multiple licenses to add to
Site Group the site group. You can only 1
define a license once in
The last step in configuring
GoldSync. If an undocked
your site group is to add site
license or sublicense has
group members. To define
already been configured as a
multiple sites to be included
member of another site
into your site group, you can 2
group, this license will not
choose an existing license,
be shown as a possible site
Undock Users/Create Sub- 4
group member.
License to add to the site
group, or define Other 2 Add Other License: If your
Licenses. license cannot be defined
either as an undocked
TIP license or a sublicense of the
If you are not sure what type of main license, select Add
license is on the remote site, you
Other License to define the
can define the license as Another
License, and GoldSync will license.
3
determine what type of license is on
the remote system. 3 Type the GoldMine Serial
Number for the other
license. To get the license
information for the remote
site, select Help | About, and
copy the license number
from the screen.
4 You have now successfully

configured your site group.
Select Finish to complete the
configuration.

Modifying an Modify a Site Group
Existing Site 1 Right-click on the site group

to display the local menu,
2
Group then select Properties.
You can modify an existing 2 You can also access and

site group through the modify site group properties
GoldSync Administration by clicking on the Properties
Center. icon on the toolbar.

IN THIS CHAPTER
5
GoldSync Site Group
Member Terms
Creating GoldSync Site
T his chapter is designed to help you better
understand the concept of GoldSync site group
members. This chapter covers using the GoldSync Site
GoldSync
Site Group
Group Members Wizard to set up and modify a site group
Group Members
Site Group Member
Configurations
member.
You will see how to configure GoldSync site group
Members
Site Group Member
Overrides
member-specific settings. For example, if you configured a
site group to synchronize via e-mail, you will need to Wizard
specify the e-mail address for the remote site.
You will also see how to configure site group member
overrides.
GOLDSYNC SITE GROUP MEMBERS WIZARD 5-1

Important Terms
You’ll find the following terms throughout the GoldSync Site Cut-Off Date and Time
Group Members Wizard:
Determines how far back in time GoldSync should evaluate
changes made to the database.
GoldSync Site Group Members
Individual sites that have been assigned to a site group. Site Group Member Overrides
These sites may or may not have different settings than what
was specified in the Site Group Wizard. Overrides are site specific settings that supercede the current
site group settings. You can set site group member overrides
for specific options. Other options will be inherited from the
Site Code current Site Group settings.
Used to identify what processes will carry out the
instructions specified in the site group or site group member
properties. A matching site code must be specified on a
process in order for the instructions to be carried out.
2 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

Creating Site Undocked Users
Group 1 If you have successfully

configured your site group
Members and assigned its site
members, you will be 1
You have successfully prompted to decide if you
configured your site groups want to set some site-
and assigned licenses to this specific settings.
newly created group. You will
now be prompted to configure 2 Supply an alphanumeric
the different site members. description for the site.
Some members of the site This name will appear in
group may require site-specific the GoldSync
configurations while others Administration Center
may just outright inherit the under the site group.
settings of the site group.
Through the Site Group
Member Wizard, you have the
option to override a site group 2
option.

Defining a Site Group
and Site Code
Site Group for
1 You have the option to
the Site reassign the site group
member to another site
Group group.
Member 2 You can assign a site code to

the site group member. This 1
You can reassign a site group site code identifies what
member to another site group. GoldSync process on which
You can also define a site GoldSync server will carry
code for the site group out the instructions specified
member. in the site group. 2
TIP For example, if you assign

If you have not defined a site code the site code WC, GoldSync
for a site, the site will be processed
will attempt to locate any
by any GoldSync process on any
GoldSync server. processes that have a
matching site code of WC. If
there are no matching site
codes the site will not be
processed. If you do not
assign a site code for a site in
GoldSync, GoldSync will
look for an appropriate
process to use to connect
with the remote. The site
code is mainly used to
determine which processes
will process specific sites.

Defining a Cutoff Date/Time
and Delete Filters
Cutoff Date/
1 You can select Ignore
Time and a cutoff time for this site.
This will include all records
Delete Filter into the transfer set to be
1
sent to the remote site, and
To determine how far back
will only be implemented in 2
GoldSync will evaluate for
the next synchronization
changes in the database, you
session.
need to define the cutoff
date/time. 2 Depending on the selected
Also, you can specify a delete option for the send contact-
filter for the site group member. related options in the site
A delete filter can be used to group configuration, one or
delete contact records on the both of the cutoff date/
remote site without deleting times will be available:
the record on the host
GoldSync site. • ALL contact records’
cutoff: available if you
selected All changed
contact records.
• Activities linked
records’ cutoff:
available if you selected
Contact records
linked to the ‘Send
Users’ Calendar’ list.
• Both cutoff date/times:

available if you selected
All filtered records
and user-scheduled
activities’ records.

TIP 3 You can specify a delete
When you delete a record on the filter for the site group
remote site through a delete filter, member. The delete filter will
the deletion will not be recorded as delete records from the
a change in the database. This will
remote site without deleting
prevent the deletion from
synchronizing back to the host, and
the record at the host site.
will allow the record to synchronize You will need to define the
back to the remote, if necessary. filter in GoldMine. The drop-
down menu will only show
filters that have already been
created in GoldMine. 3
4
4 This option will only
implement the deletion filter
for the next synchronization
session. After the
synchronization session has
been completed, the deletion
filter will no longer be active
for the site group member.

Specifying Next Sync Time
the Next 1 Next sync time determines

the date and time the next 1
Synchronization synchronization session
will occur for site groups
Options that are set to initiate a
connection with the remote
If you have configured site.
GoldSync to initiate a remote
connection, you will need to
specify when the next
synchronization session will
occur.
If the site group is not set to
initiate a connection with the
remote site, GoldSync will not
have this option available.
There is no need to specify the
next synchronization time; the
remote site will simply connect
to the GoldSync server.
TIP
If you want the site to be processed
immediately, you can set the Next
sync time back one day. Since the
Next sync time has passed, the site
will be processed immediately. You
must have the process running for
the site to be processed.

Specifying the Site Group Member
Override Options
Site Group 1 Overrides for a site group
Member member are separated in
diferent topics according to site
Override group settings. Under each
topic, you have subtopics for
Options each override topic. 1
To customize synchronization Much like the interface of the

for a specific site group send and retrieve options, you
member, you can select have a local menu making it
override settings. Overrides are easier to select and deselect
settings for a site group items. To display the local
member that are different from menu in the pane, right-click
that of the site group it belongs your right mouse button.
to.
2 Depending on the options you
select to supercede in the
2
Override Options page, all the
other succeeding screens will
show the site group settings,
and give you the capability of
overriding those options.
3 You have now successfully

configured your site group 3
member. Select Finish to
complete the configuration.

Modifying an Modify a Site Group
Member
Existing Site
1 Right-click on the site group 2
Group member that you want to
change. From the local
Member menu, select Properties.
You can modify an existing 2 You can also access and
site group member through the modify site group member
GoldSync Administration properties by clicking on
Center. the Properties icon on the
toolbar.
1

IN THIS CHAPTER
6
GoldSync Server
Defining a GoldSync Server
GoldSync Processes
T his chapter covers the GoldSync Server and Process
Wizards. Defining GoldSync servers and processes
are important to the whole synchronization scenario.The
GoldSync
Server and
GoldSync server and processes carry out the configurations
Defining a GoldSync
Process
in the site group and site group members properties.
We can use a driver and car analogy to better summarize
Process
Starting and Stopping
Processes
the relationship between sites and processes. Site groups
and Site group members are commonly referred to as the
Wizards
GoldSync Server Agent driver, and the GoldSync servers and processes are usually
referred to as the car. The driver presses the gas to
accelerate while the car carries out the instruction. The sites
instruct GoldSync to send contact information,
customizations, and the like, while the processes carry out
those instructions.
You will see how to define systems that will serve as a
GoldSync server. You will also see how to configure
processes to be executed on the GoldSync server.
GOLDSYNC SERVER AND PROCESS WIZARDS 6-1

Important Terms
Defining a GoldSync Server GoldSync Processes
To designate a computer to act as the GoldSync server, you Used to execute instructions specified in the site group
need to first register that computer as a GoldSync server in settings. If a site group is set to accept an incoming
the GoldSync Administration Center. connection via network, the process to accept an incoming
connection via network needs to be started.
GoldSync Server
Any computer on a network that is used to perform GoldSync
GoldSync Summary Window
processes. A GoldSync server can be any computer on the Contains the properties of the different components of the
network. It is highly recommended that you have a GoldSync Administration Center.
workstation that is dedicated to executing GoldSync
processes.
GoldSync Logs
Comprise a log of the activities for different components of the
GoldSync Administration Center.

Defining a Define your
GoldSync Server
GoldSync
1 After you have successfully
Server configured both your site
groups and site group
To designate a computer to act
members, provided you do
as the GoldSync server, you
not have a GoldSync server 1
need to first register that
defined yet, you will be
computer as a GoldSync server
prompted to define a
in the GoldSync
GoldSync server.
2 You will then enter the
GoldSync Server Wizard to
designate a computer as
your GoldSync server. You
can click on the browse
button to access the names of
the computers on your
network. If you already
know the name of the 2
machine that is designated
as your GoldSync server,
specify it here.

Defining the Identify GoldSync
Processes
GoldSync
1 After identifying your
Processes for GoldSync server, you will
now be prompted to select
the GoldSync the different processes that
will be executed on your
Server GoldSync server. 1
Once you have defined the 2 You will see a brief
systems that will serve as your summary of what each
GoldSync servers, you need to process will do. This will
identify the separate processes assist you in identifying
you wish to configure on each which processes you will
GoldSync server. need.
TIP
It is important to understand how
your site group configured. This
will enable you to determine the
appropriate processes you need to
configure on your GoldSync server.
For example, if you have configured
your site group to accept an
incoming call via Internet and
create a transfer set in advance, you
will logically need to start both
Internet: Accept incoming
remote connection and Shared
Path: Create/Retrieve transfer
sets.

Configuring Configure
GoldSync
the GoldSync Processes
Process 1 You can type a name for
Once you have defined the your process. GoldSync
systems that will serve as your creates a default name for
GoldSync servers, you need to the process.
identify the separate processes
you wish to configure on each The succeeding screens in
GoldSync server. the GoldSync Process
Wizard will prompt you
for information specific to
the process you are 1
configuring.
TIP
You can start processes that have 2 The option to
been set to start automatically automatically start the
through the following command line process will enable you to
prompt: start this process if you
C:\> ...\gmw5.exe perform one of the
following tasks: 2
/u:username
/p:password /s:goldsync • Command line prompt
where ... represents the path to • Click on the Sync
the gmw5.exe file.
Agent icon 3
• Set up the Server
Agent to start
GoldSync
3 The Sync Active Period

works like the Sync Active
Period as configured in the
Site Group Properties.

IN THIS CHAPTER
7
GoldSync Site Group Icons
GoldSync Server and
Process Icons
T his chapter covers the GoldSync active icons.
GoldSync works interactively with the GoldSync
Administrator to identify the separate site group and site
GoldSync
Active
group members, servers and processes, and identify any
Issues Icons possible issue with synchronization. Icons
In this chapter, you will see how to identify and interpret
the different icons in the GoldSync Administration Center.
GoldSync enhances its already user-friendly interface by
providing the administrator with an at-a-glance graphical
summary of the status of GoldSync.
GOLDSYNC ACTIVE ICONS 7-1

GoldSync Site Group Icons
GoldSync Site Group(s) Icon GoldSync Site Group Filter Icon

Designates the location for the collection of your GoldSync
Display the current filter for the GoldSync site group.
site groups. Double-clicking on this icon will display the
different GoldSync site groups.
GoldSync Site Group Icon GoldSync Site Group Member Icon

Identifies the individual site groups. Double- clicking on this This icon identifies the individual site group member.
icon will display the GoldSync site group members. Double-clicking on this item will direct you towards the Site
Group Member Wizard.
GoldSync Site Group Summary Icon GoldSync Override Icon

Displays a brief summary for the site group. The summary This icon identifies the site group member that contains
includes the connection method and the transfer set creation overrides. Double-clicking on this item will direct you
method. towards the Site Group Member Wizard.

GoldSync Server
and Process Icons
GoldSync Server Group Icon Modem Connection Method Icon

Designates the location for the collection of your GoldSync Identifies a collection of Modem processes. Double-clicking
servers. Double-clicking on this item will display the different on the icon will show the different individual processes for
GoldSync servers. this connection method.
GoldSync Server Icon Internet E-mail Connection Method

Identifies the different GoldSync servers in the GoldSync server Icon
group. Double-clicking on this item will show the different
Identifies a collection of Internet (e-mail) processes. Double-
processes that are assigned to the GoldSync server.
clicking on the icon will show the different individual
processes for this connection method.
Internet Connection Method Icon

Identifies a collection of Internet (Direct) processes. Double-
clicking on the icon will show the different individual processes for
Shared Paths Method Icon
this connection method. Identifies a collection of shared paths processes. Double-
clicking on the icon will show the different individual
processes for this connection method.
Network Connection Method Icon

Identifies a collection of network processes. Double-clicking
on the icon will show the different individual processes for
this connection method.
GOLDSYNC ACTIVE ICONS 7-3

Issues Icons
Site Group or Site Group Member Sync Log Error Icon

Issue Icon Indicates that there is an issue with the sync session for the
Indicates that there is an issue with the site group or site site group member highlighted in the GoldSync Component
group member configuration. If you hover over the icon, pane. You must have Log Details enabled for the site to give
GoldSync will give you a brief summary of what needs to be you more information on the error that occurred.
done to configure the site group or a site group member
appropriately.

IN THIS CHAPTER
8
Planning your GoldSync
Implementation
Scenario 1: Incoming via
T his chapter covers some basic GoldSync
implementations.
You will see how to configure GoldSync to accept an
GoldSync
Implemen-
incoming call via TCP/IP network, initiate a call via
tation
TCP/IP Network TCP/IP network, synchronize via Internet e-mail, and to
Scenario 2: Initiate a call synchronize via shared paths.
via TCP/IP Network You will also see how to configure GoldSync to create a
Scenario 3: Sync via transfer set in advance to be picked up by the remote
Internet E-mail system.
Scenario 4: Sync via
Shared Paths
Scenario 5: Create transfer
set in advance to be picked
up later
GOLDSYNC IMPLEMENTATION 8-1

Planning your GoldSync
Implementation
To design a GoldSync system tailored to your organization, After you have completed creating your diagram, you can
you must analyze current information needs, resources, and now determine the individual needs for the different remote
any logistics challenges presented by geography, time zones, sites. In the sample diagram, we can determine that the
or other factors. GoldSync can accomodate a variety of GoldSync Server needs a two-site license of GoldSync to
configurations. accomodate for the Los Angeles office and the New York
The first step in configuring GoldSync is to draw out a office. On the other hand, the Los Angeles Office needs a
diagram of your whole GoldSync setup. This will present you three-site license of GoldSync to accomodate the GoldSync
with a graphical representation of what you need to provide Server and the two remote undocked users Bob and Joe.
to accomplish your goal. Finally, you can configure GoldSync to support the different
remote site, this completing the circle of information between
all GoldMine systems.
To give you a better idea of implementing GoldSync we are
going to configure the following scenarios:
• Scenario 1: Incoming via TCP/IP network
• Scenario 2: Initiate a call via TCP/IP network
GoldSync server Los Angeles Bob
office • Scenario 3: Synchronize via Internet e-mail
• Scenario 4: Synchronize via shared paths
• Scenario 5: Create a transfer set in advance to be
picked up later
All these scenarios cover many of the basics in setting up
Joe
GoldSync.
New York office
2 GOLD
8-2 GOLD
MINE
SYNC
AT5.0
AG ALANCE
DMINISTRATOR’S GUIDE
Scenario 1:
Incoming via TCP/IP Network
Among many of the connected methods that you can configure to connect with GoldSync, we will use a TCP/IP network
connection for our example.
Using the TCP/IP connection, you need to have a dedicated IP address for GoldSync. An IP address is a 32-bit address that
uniquely identifies a computer on a TCP/IP network. Typically, if you connect to the Internet or connect to a network
computer that has TCP/IP installed, you will be given an IP address. Using this IP address, you can initiate a synchronization
session between two computers.
Let’s take the following scenario. Bob is a remote sales representative that may travel from city to city. He wants to be able to
create, modify, and schedule items for contact records. He also wants those modifications to be sent to the host GoldMine site
via GoldSync so the inside sales representative can follow up on any of the leads that he generates. Bob can connect to his
local Internet Service Provider and contact the host GoldSync system via TCP/IP connection. The host GoldSync system is
always connected to the internet and has a dedicated IP address that Bob can connect to. Bob will wait online while the host
GoldSync site builds the transfer set.
Internet
host GoldMine system host GoldSync system Bob’s remote GoldMine

Scenario 1: Configure your Site
Group
Configuring
1 Since each remote site must
the Site Group belong to a site group, we
will configure the site group
The first step in configuring
settings first.
GoldSync to accept an
incoming connection is to 2 Configure your site group to
configure its site group. In this accept an incoming
example, we will create a West connection.
Coast Site Group.

Scenario 1: Create a Transfer
Set and Add Bob to
Transfer Set the Site Group
Creation 1 Because Bob would like to
We will create the transfer set have the latest information,
while Bob waits online, so he we will select Generate
can get the most current transfer set while site 1
information. group member waits
online.
Adding Bob’s 2 You can now add Bob as a

site group member. Bob will
License to the initially inherit all the
settings for that site group.
Site Group To modify the settings for the
site group member Bob, you
You can then add Bob’s can enter the properties for
undocked license to the site that site group member and
group. set the overrides.
TIP
If Bob has not already been
configured as an undocked license,
you can click on the Undock 2
Users/Create Sub-License button
to create his license.
His name will appear after creating
his license in the License
Manager.

Scenario 1: Configure a
GoldSync Server
Completing and Process
the 1 Configure the process for
Configuration any other process-specific
settings.
Now that you have configured
your site and your process, 2 Start the process for accept
incoming remote connection 1
you’re now ready to start the
process and wait for a call via Internet. Once you have
from Bob’s remote system. started this process,
GoldSync will now wait for
a remote connection from
Bob.

Scenario 2: Initiate a Call via TCP/IP Network
Using the TCP/IP connection, the host GoldSync server will initiate a connection with another remote GoldSync server. The
host GoldSync server will make a connection with the remote GoldSync server located in the Los Angeles Office twice a day.
Internet
host GoldMine system host GoldSync system remote GoldSync system remote GoldMine system

Scenario 2: Create your Site
Group
Configuring
1 Again we will create a site
the Site Group group, for the remote
GoldSync server
configuration.
GoldSync to initiate an
outgoing connection is to 2 Configure your site group to
configure its site group. initiate an outgoing
In this example, we will create connection.
a remote GoldSync server site
group.

Scenario 2: Select the
Connection Method
Select a
1 If GoldSync is configured to
Connection accept an incoming call,
you do not need to specify a
Method connection method.
However, because
You will need to select a
GoldSync is configured to
connection method with the
call out to the remote, you 1
Los Angeles GoldSync server.
will need to specify the
connection method by
which you will initiate the
connection.
Defining the 2 Because the scenario

indicates that the host
Sync Interval GoldSync server will
contact the Los Angeles
The scenario also dictates that GoldSync server twice a
the host GoldSync server will day, we need to set the
contact the Los Angeles Sync Interval
GoldSync server twice a day. appropriately. In this case,
we set the site group to
initiate a synchronization
session every 12 hours. 2

Scenario 2: Define the Los
Angeles Office as a
Adding the Site Group Member
Los Angeles 1 Configure the Los Angeles
Office as a Site sublicense as a site group
member.
Group 2 After you have completed
1
configuring the site group,
Member you will be prompted to
You will need to select a configure your site group
connection method with the member. Select Yes when
Los Angeles GoldSync server. prompted.
3 Because you are instructing

your GoldSync server to
contact a remote site, you
need to specify the remote
site’s IP address much like
you would need a phone 2
number for a modem sync
session or a network path
for a network sync session.

GoldSync Server
Adding the and Process
Process to 1 You will get an error icon on
an Existing the site group you just
created. Hovering over the
GoldSync error icon, you will discover
that you are missing a 1
Server process for the site group

configuration.
We will add a process to the
existing GoldSync server. 2 You can add a new process
to an existing GoldSync
server by highlighting the
GoldSync server and
clicking on the new process
window or clicking the right
mouse button, then selecting
New.
3 You can now specify that

you need to create a process 2
Internet: Initiate a remote
connection.

GoldSync Server and
Completing Process
the 1 Configure the process for any
other process-specific settings.
Configuration 1
2 Start the process for Initiate

remote connections via
your site and your process,
Internet. Once you have
you’re ready to start the
started this process GoldSync
process and initiate a remote
will initiate a connection to
connection to the Los Angeles
Los Angeles.
GoldSync server.

Scenario 3:
E-mail Synchronization
A remote sales representative, Tom, is located in Europe. He wants to synchronize with the host GoldSync server through
Internet e-mail. The host GoldSync server will check every six hours for any incoming Internet e-mail transfer sets from Tom.
Internet e-mail
host GoldMine system host GoldSync system Tom’s remote GoldMine

Group
Configuring
1 We will create this site group
the Site Group for sites located in London.
The first step in configuring 2 Select the synchronization
GoldSync to send and retrieve method for Send and
e-mail transfer sets is to retrieve transfer sets via
configure its site group. In this E-mail. This will instruct
example, we will create a GoldSync that this site
London Remote Sites Group. group will be synchronizing
via Internet e-mail.
1

Scenario 3: Define Tom’s
Remote License as a
Configuring Site Group Member
the Send 1 Because the site group
members for this site group
Options are going to be international
licenses, you will need to set
Because the site group the encryption to 32 bits.
members for this site group are
going to be international 2 Configure the Tom license as
licenses, you must set the a site group member.
Send Options to 32-bit
encryption. International
licenses of GoldMine cannot 1
decrypt transfer sets that have
greater than 32-bit encryption.
TIP
An international license for
GoldMine begins with 6, which can
be seen in Tom’s license (shown in
the second figure on this page).

Scenario 3: Configure Tom’s
Site Properties
Configuring
1 After you have completed
the Site Group configuring the site group,
you will be prompted to
Member configure your site group
1
member. Select Yes when
You need to configure Tom’s
prompted.
site-specific settings to
complete the site group 2 In the Site Group Member
member configuration. Wizard, you need to specify
the e-mail address for Tom’s
remote site. This will
instruct GoldSync to send
the transfer set to the
remote’s e-mail address.

GoldSync Server
Process to an 1 You will get an error icon on
Existing the site group you just
that you are missing a
1

configuration.
GoldSync server and
window, or clicking the right
mouse button. From the local
menu, select New.
You can now specify that

you need to create a process 2
E-mail: Scan for incoming
transfer sets.

Scenario 3: Configure the
GoldSync Process
Outgoing for the Outgoing
E-mail E-mail Transfer Sets
Transfer Sets 1 Right-click on the GoldSync
server GSYNC as defined in
To configure GoldSync to send your GoldSync
an outgoing e-mail transfer set, Administration Wizard.
you will need to configure the Select the Process Type that
process. reads E-mail: Sends
outgoing transfer sets. 1
TIP 2 Through the Process
If you do not know the name of your Wizard, you can now
outbound mail server (also called specify your outbound
SMTP), you will need to contact (SMTP) mail server.
your Internet Service Provider
(ISP).

Scenario 3: Configure the
GoldSync Process
Outgoing for the Incoming
E-mail E-mail Transfer Sets
Transfer Sets 1 Right-click on the GoldSync
server GSYNC as defined in
To configure GoldSync to send your GoldSync
an outgoing e-mail transfer set, Administration Wizard.
you will need to configure the Select the Process Type that
process. reads E-mail: Scan for
TIP incoming transfer sets. 1
If you do not know the name of your
2 Through the Process
incoming mail server (also called
POP3), you will need to contact Wizard, you can now
your Internet Service Provider specify your incoming
(ISP). (POP3) mail server.
3 Also since this scenario

indicates that GoldSync will
check every six hours for
incoming e-mail transfer
sets, you will need to set the
frequency period to check for 2
incoming e-mail transfer
sets. 3

GoldSync Server
Completing the and Process
Configuration
1 Configure the different
processes for any other
your site and your processes,
process-specific settings.
you’re ready to start the
processes and sync via 2 Start the processes for Send
Internet e-mail with Tom’s outgoing and scan for
remote site. incoming transfer sets.
Once you have started this
process GoldSync will scan
for incoming and send 1
outgoing transfer sets as per
instructed through the site
and process settings.

Scenario 4:
Shared Paths Synchronization
A GoldSync server in Texas will synchronize with the host GoldSync server. Due to unforeseen logistical issues, the two
GoldSync servers cannot establish an active connection with one another. However, the two servers can access a common
server (Arizona server) over a frame relay connection. In this scenario, we can use the shared resources to synchronize the two
GoldSync servers.
We are going to establish two shared paths on the Arizona server and use those shared directories to transfer information
between the Texas GoldSync server and the host GoldSync server.
host GoldMine system host GoldSync system Arizona Texas GoldSync system Texas GoldMine system
GoldSync server

Scenario 4: Shared Paths
Synchronization
Using Shared You need to first create two
Paths to separate shared paths on the
Arizona server. Both GoldSync
T:\4HOST
Exchange servers will use these two

shared paths to exchange host GoldSync
Arizona server
Texas GoldSync
Information
server server
transfer sets with one another.
In this scenario, we will create
Because the two GoldSync the T:\4HOST and T:\4TEXAS
servers do not have an active T:\4TEXAS
directories.
connection with one another,
they both can utilize a shared
resource to exchange
information.

Group
Configuring 1 We will create this site group
the Site Group for sites located in Texas.
The first step in configuring 2 Select Synchronize with

GoldSync to synchronize via another GoldSync Server
shared paths is to configure its via shared paths.
site group. In this example, we
will create a Texas remote site
group.

Scenario 3: Define the Texas
Remote License as a
Defining Site Group Member
Texas as a Site 1 Configure the Texas license
Group to be a member of Texas
remote site. In this scenario,
Member we create a sublicense for the
Texas site.
In this scenario, we decided
that Texas will be a sublicense. 1

Group
Configuring
1 After you have completed
the Texas Site configuring the site group,
Properties configure your site group
1
member. Select Yes when
You need to configure Texas’
prompted.
site specific settings to
complete the site group 2 In the Site Group Member
member configuration. Wizard, you need to specify
the different IN and OUT
directories to send and
receive transfer sets via
shared paths. According to
the illustration for this
scenario, the following
paths will be used for the
Texas site on the host 2
GoldSync server:
OUTBOUND PATH
T:\4TEXAS
INCOMING PATH
T:\4HOST

GoldSync Server
Process to an 1 You will get an error icon
Existing on the site group you just
1
that you are missing a
configuration.
GoldSync server, and
window, or clicking the
right mouse button and
selecting New.
You can now specify that 2

you need to create a process
Shared paths: Create/
retrieve transfer sets.

Scenario 5:
Picking up Waiting Transfer Sets via Modem
Joe, a regional sales manager, works out of his home in another state. He wants to connect to GoldSync via modem, and to
pick up transfer sets that are waiting for him to reduce the amount of time he spends online with the GoldSync Server. The
host GoldSync server will create a transfer set for Joe every six hours, and Joe will call in via modem to pick up the waiting
transfer sets, so the GoldSync server must be ready to answer Joe’s modem calls.
host GoldMine system host GoldSync system Joe’s remote GoldMine

Group
Configuring
1 Since each remote site must
the Site Group belong to a site group, we
will configure the site
group settings first.
GoldSync to Accept an
incoming connection and to 2 Configure your site group
create transfer sets in advance to accept an incoming
is to configure its site group. In connection.
this example, we will create a
modem pickup group.

Group
Configuring
1 Select Generate transfer
the Site Group sets in advance for site
group member(s) to pick
We also need to instruct
up.
GoldSync that the transfer sets
must be created in advance, 2 Set the Sync Interval to six
and specify how often hours. 1
GoldSync should create new
transfer sets to be picked up.

Scenario 5: Define Joe as a Site
Group Member
Adding Joe as
1 Add Joe’s remote GoldMine
a Site Group site to the site group.
Member 2 After you have completed
configuring the site group,
configure your site group
member. Click Yes when 1
prompted if you wish to
configure any site-specific
options for Joe’s site.

GoldSync Server
Processes to an 1 You will get an error icon
Existing on the Site Group you just
that you are missing a 1

configuration
We will add two processes to
the existing GoldSync server. 2 You can add a new process
GoldSync server and
icon, or clicking the right
mouse button, then
selecting New.
Two processes must be 2

created to meet Joe’s
synchronization needs.
These are Modem: accept
incoming connections,
and Shared Paths:
Create/retrieve transfer
sets.

GoldSync Server
Completing and Process
the 1 Configure the different
Configuration processes for any other
process-specific settings.
your site and your processes, 2 Start the processes for Send
you’re ready to start the outgoing and scan for
processes and have Joe call in incoming transfer sets. Once
you have started this process 1
via modem to pick up his first
waiting transfer set. GoldSync will scan for
incoming and send outgoing
transfer sets as per
instructed through the site
and process settings.

IN THIS SECTION
9
24-hour/7-day FREE Support
Options
Premium Support Options
F rom sources of online services to expert telephone
support, GoldMine Software offers many avenues of
technical assistance to meet your needs. There are various
GoldMine
Software
Other Sources of Support options for free 24-hour, seven-day a week support, and
options for premium phone support during the following
Pacific Time hours:
Corporation
Support
Services
The following sections summarize each support option
available for GoldMine 5.0 and GoldSync.*
*
GoldMine Technical Support will provide help configuring the
version of the Borland Database Engine (BDE) supplied by
GoldMine Software to use all of the settings recommended by
GoldMine only. If you need help with a custom BDE configuration,
or want to use a different BDE configuration, Technical Support is
unable to offer assistance. In these instances, we recommend that
you work with an Authorized GoldMine Solutions Partner or
Borland.
GOLDMINE SOFTWARE CORPORATION SUPPORT SERVICES S-1

24-hour/7-day FREE Support Options FactsBack Documents
GoldMine Software provides the following sources of free The FactsBack Document Service is a library of technical
support for GoldMine users: documents that cover a wide range of topics, including step-
by-step instructions for commonly used GoldMine and
• GoldMine Technical Support Newsgroups GoldSync operations, and troubleshooting error messages.
You can also get in-depth technical information about
• Searchable Online KnowledgeBase GoldMine and GoldSync, and how they work with your
network, business, and other software products. You can
• Technical FactsBack Documents download FactsBack documents from our World Wide Web
page, or call 310-459-1222 from a fax machine with a
• Support download area of the GoldMine Web site handset, and select 3 for the Fax on Demand system.
FactsBack #998 is the index of all FactsBack documents.
The following sections describe each type of support.
Support Downloads from the
GoldMine Technical Support Newsgroups GoldMine Web Site
You can access the support newsgroups from a standard
Our World Wide Web page is located at
Web browser or from a newsreader. Messages that you post to
the newsgroups will receive responses from other users,
http://www.goldmine.com
GoldMine resellers, as well as from dedicated GoldMine
Technical Support engineers. You will find that using the
The Support downloads area of the GoldMine Web site
newsgroups can be a convenient alternative to telephone
contains many valuable resources, including:
technical support. You will usually receive a response within
one day—sometimes as quickly as just a few hours!
• Demo versions of GoldMine and third-party products
Online KnowledgeBase • GoldMine manuals

The Online KnowledgeBase is a searchable collection of
• Industry templates
technical information compiled by GoldMine Technical
Support. It contains many helpful hints and tips and is
• Utility programs
available 24 hours a day, seven days a week. This resource is
designed to help you troubleshoot and resolve issues within
• User submitted utilities
GoldMine.
• Other information that can help you to get the most
out of GoldMine
S-2 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

Premium Support Options GoldSync 5.0 Free Telephone Support
Incidents
In addition to the unlimited support described previously,
GoldMine Software offers additional types of support on a GoldSync 5.0 is licensed and supported as a stand-alone
limited or premium basis. The following sections describe package, even though it shares components with GoldMine.
each support type.
GoldSync three-site systems include two technical incidents,
Telephone/Fax support is tracked by issue number. To ensure that five sites include three technical incidents, 10-site and greater
your technical issues are thoroughly and completely systems include five free technical incidents. GoldSync
resolved, all support is handled on a per-issue basis through technical support is intended to troubleshoot specific
our automated Issue Tracking System. The Issue Tracking anomalies, and cannot be used as a substitute for proper
System will prompt you for information, then give you an installation and setup by a GoldSync Certified Technician.
issue ID number and transfer you to the first available You can reach Technical Support by calling 310-459-1222.
technician. For best results, your GoldSync Certified Technician should
be at your site when calling Technical Support.
Please make note of your issue ID number as you must provide
the number if you need to call back on the same issue. General Questions
Sometimes you may have a few general questions. Rather
GoldMine 5.0 Free Telephone Support than handling each question as a separate technical incident
Incidents (causing you to use up several incidents in one quick call), we
will answer a few, general “quick” questions and treat them
Your purchase of GoldMine includes a number of
as a single issue for up to 10 minutes of technician time.
complementary incidents to get you up and running
smoothly. Single-user systems offer three free technical
incidents, five-user systems offer five technical incidents, and GoldMine 5.0 Support by Fax
10-user and greater systems offer seven free technical
Support by fax is provided for most faxes as one technical
incidents. Sites with 25 or more users should contact
incident per fax. Be sure to include your GoldMine serial
GoldMine Software for information about our Maintenance
number and company information with your faxed question.
Plans. GoldMine Software offers telephone technical support
We will fax the answer back to you within two business days.
Monday through Thursday from 7:00 a.m. to 5 p.m., and on
Where extensive research is required, or where technician
Friday from 7:00 a.m. to 4:00 p.m. (Pacific Time). You can
time may exceed 10 minutes, more than one technical
reach Technical Support by calling 310-459-1222.
incident may be required. If so, we will notify you in advance.
You can fax Technical Support at 310-459-8222.

GoldMine 5.0 Premium Support: 995-8324. International callers can reach the same service by
Pay-per-Incident calling 310-459-1222 (long-distance charges may apply).
Should you require additional assistance beyond your Pay by Check. If you prefer to pay by check rather than using
complementary issues, or wish to have your call expedited for a credit card, you can prepay for a block of technical
a significantly reduced wait time, GoldMine Software offers incidents. Such technical incident blocks must be prepaid
pay-per-incident support. before you can access premium support. For details, please
call GoldMine Software Technical Support at 310-459-1222,
You may pay by VISA, MasterCard, or American Express. then press 0.
Pay-per-Incident is the recommended plan for all but the
simplest issues. You pay a fixed price, even if an extended Other Sources of Support
period of time and/or several calls is required to resolve the
issue. General issues (merge forms, customizing fields and In addition to using support resources offered by GoldMine
views, scheduling, etc.) are $35. Software, GoldMine Solutions Partners and GoldMine
Authorized Trainers can assist your organization with
Some aspects of GoldMine (Automated Processes™, reports, installing, maintaining, and running GoldMine and
and remote synchronization) require more complex analysis GoldSync. While Technical Support does not provide
and troubleshooting. Telephone consultation is not training or “walkthroughs” of GoldMine features, GoldMine
recommended for these issues. Instead, these issues are best Solutions Partners are available to provide these services.
handled by one of our Solutions Partners. Should you elect to
consult GoldMine Technical Support about these functions, Local GoldMine Solutions Partner
the technical incident is viewed as requiring more complex
and time-consuming troubleshooting. For this reason, GoldMine Solutions Partners are GoldMine-certified
incidents regarding automated processes are charged at $55, computer consultants. They offer technical support, systems
and synchronization and reports issues are charged at $95. analysis, training, and consulting in GoldMine. They can
come to the site and offer support beyond that which can be
Sometimes, issues in one of these areas may be simple and accomplished over the phone. In addition, they can help to
may take 10 minutes or less to resolve or you may have analyze a company’s GoldMine needs and customize
“quick questions” that can be answered in 10 minutes. In GoldMine to best meet those needs. For details, visit the
these cases, the issue will be charged $35, the same fee as a GoldMine Web site at http://www.goldmine.com, check
general issue. the Enhancement Guide included in the GoldMine software
package, or call GoldMine Software’s Sales Department at
To minimize your wait, all premium support calls are 800-654-3526.
expedited ahead of other Technical Support calls. You can
reach the premium support service by calling toll-free at 888-

GoldMine Authorized Trainers
GoldMine Authorized Trainers can provide on-site training
to meet a variety of organizational needs. For details, visit the
GoldMine Web site at http://www.goldmine.com,
check the Enhancement Guide included in the GoldMine
software package, or call GoldMine Software’s Sales
Department at 800-654-3526.

IN THIS CHAPTER
B
Borland Database Engine
G
GoldMine newsgroups, 1-3
H
host GoldMine site, 1-3
Index
(BDE) technical support, GoldMine Software technical
S-1 support, S-1 I
fax support, S-3
C GoldMine Authorized icons
Trainers, 14, S-5 issues, 7-4
connected synchronization GoldMine free telephone process, 7-3
methods support incidents, S-3 server, 7-3
definition, 4-2 GoldMine Solutions site group, 7-2
selecting, 4-4 Partners, 14, S-4 issue ID number, S-3
cut-off date and time, 5-2, 55 hours of operation, S-1
issue ID number, S-3
N
D pay-per-incident, S-4 next sync time, 5-7
delete filter GoldMine Softwares Sales nonconnected synchronization
specifying for a site group Department, 1-4 methods
member, 5-5 GoldSync definition, 4-2
using only for next synchro- definition, 2-3, 6-2 selecting, 4-4
nization session, 5-6 logs, 6-2 number of retries, 4-13
using to delete a record at process, 13, 6-2, 64
the remote site, 5-6 server, 1-3, 2-3 O
site group definition, 4-2
F summary window, 6-2 other license
toolbar, 3-53-6 adding to a site group, 4-15
fax technical support, S-3 system components, 2-3 definition, 4-2
file server, 2-3 overrides definition, 5-8
INDEX 1
P selecting a password for, 4-7
selecting filter options, 4-11
process selecting log options, 4-7
conditions for autostarting selecting options for sending
a process, 3-16, 6-5 contact data, 4-94-10
configuring, 3-16, 6-5 selecting retrieve options,
icons, 7-3 4-12
naming, 6-5 selecting send options, 4-8
seeing a brief summary of, site group member, 1-3, 5-2
iv, 6-4 modifying, 5-9
setting the sync active override options, 5-8
period, 3-16, 6-5 overrides, 5-2
starting processes set to start sublicense definition, 4-2
automatically, 6-5 synchronization
active period, 3-16, 6-5
R interval, 4-13
periods, 4-14
remote GoldMine
site, 1-3 T
system, 2-3
remote synchronization technical publications about
definition, 2-2 GoldMine, 1-1, 1-3
typical scenario, 2-2 technical support, 1-3, S15
retry interval, 4-13 toolbar, 3-53-6
transfer set
S creation method, 4-5
definition, 4-2
server icons, 7-3
site code, 5-2 U
processing for a site with no
site code, 5-4 undocked license definition,
site group, 1-3 4-2
adding another license, 4-15
adding members, 4-15
defining synchronization
intervals, 4-13
defining synchronization
periods, 4-14
icons, 7-2
modifying, 4-16
naming, 4-3
INDEX 2 GOLDSYNC 5.0 ADMINISTRATORS GUIDE

GoldMine Administrator&#39;s Guide

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Copyright  1999 GoldMine Software Corporation.

All Rights Reserved

USE OF THIS SOFTWARE AND ITS RELATED USER

In no event, shall any part of the related user documentation

ii GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

3 GoldSync Administration Center

TABLE OF CONTENTS iii

5 GoldSync Site Group Members Wizard

6 GoldSync Server and Process Wizards

7 GoldSync Active Icons

iv GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

GoldMine Software Corporation Support Services

vi GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

What’s in the GoldSync

ABOUT THIS BOOK 1-1

1-2 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

Host and Remote GoldMine Sites

ABOUT THIS BOOK 1-3

Local GoldMine Solutions Partner

GoldMine Authorized Trainers

1-4 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

Importance of GoldSync 5.0

INTRODUCTION TO GOLDSYNC 2-1

2-2 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

INTRODUCTION TO GOLDSYNC 2-3

GOLDSYNC ADMINISTRATION CENTER 3-1

GoldSync Components Window

3-2 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

Administration 2 Select Synchronize.

Center 3 Select GoldSync

GOLDSYNC ADMINISTRATION CENTER 3-3

3-4 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

3 New GoldSync server icon:

4 New GoldSync process

5 Delete icon: deletes the

6 Properties icon: shows the

GOLDSYNC ADMINISTRATION CENTER 3-5

8 Stop icon: stops the

9 Sync Agent icon: starts the

3-6 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

GOLDSYNC ADMINISTRATION CENTER 3-7

3-8 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

5 New: allows you to define

6 Delete and Properties:

GOLDSYNC ADMINISTRATION CENTER 3-9

3-10 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

Logs Pane 1 Highlight a site group

GOLDSYNC ADMINISTRATION CENTER 3-11

Updates: indicates that

3-12 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

3 Opening the Perphone

GOLDSYNC ADMINISTRATION CENTER 3-13

3 The details pane displays

3-14 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

4 Clear Logs icon: clears the

5 Save to System Logs icon:

GOLDSYNC ADMINISTRATION CENTER 3-15

3-16 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

GOLDSYNC SITE GROUP WIZARD 4-1

4-2 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

Site Group 1 The first step is configuring

GOLDSYNC SITE GROUP WIZARD 4-3

4-4 GOLDSYNC 5.0 ADMINISTRATOR’S GUIDE

GOLDSYNC SITE GROUP WIZARD 4-5

GoldMine Administrator's Guide

GoldMine Administrator's Guide