GoldMine®
7.6 Manual Addendum and Errata.
Last
updated on August 25, 2010.
Welcome to GoldMine Corporate Edition 7.6 for Windows 7,
The
following document includes important information, including corrections to the
GoldMine 7.6 documentation and supplemental information not available when the
documentation was printed. Please keep
this document in a safe place and use it in conjunction with the GoldMine 7.6
documentation.
1.
If
you are upgrading from a version of GoldMine before version 7, the upgrade
includes significant enhancements that change the database and files used by
GoldMine:
a. The Borland Database Engine (BDE)
is no longer in use. In addition, the
dBASE database has been replaced by the Firebird database. The installation process for GoldMine 7.5
will migrate dBASE databases to Firebird databases.
b. In some cases, it is necessary to
rebuild and verify the dBASE database before the upgrade occurs, by using File>>Maintain
Databases within GoldMine, checking the options to Rebuild and Verify. If this step is omitted, an “Index file not
found” error may appear.
c. SQL queries that were created for
dBASE databases may not work with Firebird databases. For details on how to create SQL queries,
please access the online help within GoldMine at Help>>Help Topics.
d. The USERS table in GoldMine no
longer is stored as a dBASE file. As a
result, previously created
2.
This
version of GoldMine is compatible with Microsoft Office 2003, 2007, and 2010. Earlier versions of Microsoft Office are not
supported.
3.
If
you currently are using the WebImport system and are upgrading from a version
of GoldMine that was released before March 2007, please note that new security
measures will be in place after the upgrade.
If you are using WebImport to execute Automated Processes or other
commands, please go to File>>Configure>>WebImport to enter a
password and recreate the WebImport script after the upgrade.
4.
You
will need to login to Windows using an account that has local system
administrator or power user privileges before initiating the install
process. You will not be able to install
GoldMine if you do not have sufficient Windows privileges.
5.
If
you are installing GoldMine on a network, please print out and read the information in the GoldMine Installation Guide before
continuing. You will need this
information to properly complete the installation. A copy of the guide can be found through the
Online Manuals link from our Support Site at http://support.frontrange.com.
6.
If
you are upgrading from a version of GoldMine lower than 6.7, we recommend that
you first upgrade to version 6.7 before upgrading to version 7.6. Please contact FrontRange Solutions Customer
Care at 1.800.755.2100 if you have questions or need further assistance.
7.
The
Minimal Setup option should not be used when installing GoldMine on Windows 7,
8.
When
using the Minimal Setup option during installation, after the server folder is
selected, the installer screen will continue to display the default location
(C:\Program Files\GoldMine) rather than the selected folder. However, the installation will complete using
the correct server folder, as selected by the user.
9.
When
installing to a Microsoft SQL Server Express database, the option to install
demo data for
10.
For
information about new features of GoldMine 7.6, please see the Release Notes
document, located under Help>>Release Notes in GoldMine. This document also is posted on our Support
Site at http://support.frontrange.com.
11.
For
Technical Support, please contact FrontRange Support Services at 800.755.2100
or visit http://support.frontrange.com
for more information.
12.
If
you are installing on a system using an older version of Microsoft Internet Explorer
(IE), you must update to version 6.0 or higher.
You should also apply all available security patches for IE. You can install IE by downloading the
necessary install files from the Microsoft website, located at http://www.microsoft.com.
Security
patches can be downloaded and installed by selecting Start>>Windows
Update or Start>>All Programs>>Windows Update, depending
on your version of Windows.
13.
If
you are using Microsoft Internet Explorer 7, in order to use the GoldMine
Net-Update system you must first lower the security level in Internet Explorer
to Medium, using the security tab under Tools>>Internet Options in
Internet Explorer.
14.
If
you are upgrading from a version of GoldMine using a D-type license (GoldMine
Standard Edition) to GoldMine Corporate Edition, FrontRange Solutions
recommends the following:
a. If you are upgrading from a version
of GoldMine lower than 6.7, we recommend that you first upgrade to version 6.7
before upgrading to Corporate Edition.
b. Backup your GoldMine 6.7 Standard
Edition system.
c. Install GoldMine Corporate Edition
using the automatic upgrade mechanism within the installer.
d. If you have any problems during the
installation, please restore GoldMine 6.7 Standard Edition from backup. You then will need to relicense your GoldMine
6.7 system with an E-type license and manually re-host the data to the
Microsoft SQL Server before upgrading to GoldMine Corporate Edition. Please contact FrontRange Solutions Customer
Care at 1.800.755.2100 if you have questions or need further assistance.
15.
If
you are upgrading from GoldMine 6.x or earlier and are using add-on products in
conjunction with GoldMine, in some cases the add-on products will need to be
modified in order to work with GoldMine 7.
Also, in some cases, these add-ons will cause intermittent errors to be
displayed after the upgrade until Tools>>Optimize Org Chart Access
is run within GoldMine. Please contact
the developer of the add-on product if necessary.
16.
To
set up the GoldMine SoftPhone, please refer to the SoftPhone configuration
instructions available on the FrontRange support site. To access this, go to http://support.frontrange.com
and log in to view the Drivers and Downloads page.
17.
If
you are using Microsoft SQL Server and intend to perform a Server installation
to share your database, please verify that you have installed the Microsoft SQL
Server Client Tools prior to initiating the GoldMine installation process.
18.
If
you have previously uninstalled an older version of GoldMine that ran
with a Microsoft SQL Server database, you must install GoldMine 7 into a
different directory than was previously used.
Otherwise, the GoldMine USERS table may not be created properly.
19.
In
order to uninstall a GoldMine workstation that is connected to server, the
uninstall process must occur while the network connection to the server is
available. If both the GoldMine
workstation and corresponding GoldMine server are to be uninstalled, the
workstation(s) must be uninstalled first.
20.
Some
upgraded versions of GoldMine may include obsolete database tables that prevent
the
1) Stop the GoldSync Server processes
on the GoldSync or GoldMine server.
Please consult the GoldMine
2) Launch the Microsoft SQL Server
Enterprise Manager via Start>>Programs>>Microsoft SQL
Server>>Enterprise Manager.
3) Expand the Databases folder under
your server. Expand the GoldMine
database by selecting the ‘+’ sign next to the database name.
4) Select ‘Tables’. Click on the 'Name' column header to sort the
list of tables.
5) Highlight all tables having a name
similar to V###### (# representing a digit 0-9), and then right-click on the
selected tables.
6) Select 'Delete' and click the 'Drop
All’ button in the 'Drop Objects' window.
7) Exit the Enterprise Manager.
21.
If
you are running custom
Crystal Reports will now be an option in the
Please note that the extracted files enable basic Crystal Reporting
functionality only. If a
22.
The
Management Intelligence module of GoldMine requires the use of a Microsoft SQL
Server database.
23.
If
you are migrating data from an ACT!® 5.0/2000 or lower, use the
automated ACT! import wizard, accessible via Tools>>Import/Export
Wizard>>Import Contact Records.
Select Import a new file using an existing profile and DBF
for the file format.
ACT!
6.0 conversions should be performed by selecting Tools>>Import/Export
Wizard>>Convert from ACT! 6.0…
Conversions
from ACT! 2005 or later currently are not supported.
24.
If
you are upgrading from a previous version of GoldMine, you should understand
that after upgrading, you would no longer be able to use this system with any
prior version of GoldMine. GoldMine 7.6's databases are NOT backward compatible
with any previous GoldMine versions.
NOTE: It is highly recommended that you
back up your data before upgrading.
25.
If
you are a remote user synchronizing with another GoldMine system (including via
GoldSync™?, you
must synchronize your data to the central GoldMine system first and upgrade
your central GoldMine installation before converting your remote GoldMine
System.
IMPORTANT: Systems upgraded to GoldMine 7.6
will NOT synchronize with any previous GoldMine versions.
26.
If
you are using the Modem or Network synchronization method (including via
GoldSync), please note that after upgrading, you will no longer be able to use
either of these methods. In their place,
you will need to use the IP to IP/Network, E-mail or Shared Folder
synchronization methods.
27.
If
you are upgrading from a version of GoldMine before 7.0, the format for serial
numbers has changed. In some cases this
requires GoldSync sites to be recreated in the
28.
If
you synchronize linked documents, and are planning on synchronizing using the
GoldSync Service, you must configure the GoldSync Service to login using a
domain username/password with access to the network/drive locations used to
store the linked files.
29.
If
you synchronize linked documents, and are planning on synchronizing using the
GoldSync Service, please note that the synchronization process will NOT include
linked files referenced by mapped drive designations. Logging on to the system using a domain
username/password with access to the mapped drives used to store the linked
files will permit the GoldSync Service to include these linked documents.
30.
If
you will be synchronizing GoldMine with a Palm OS PDA or smartphone, you will
need to have Palm Desktop Software 4.0, or higher, installed on your system and
the HotSync utility must be running. You
can install Palm Desktop Software 4.x by downloading the necessary install
files from the Palm website, located at http://www.palm.com/us/software/desktop/
31.
If
you will be synchronizing GoldMine with a Palm OS PDA or smartphone, you should
verify that your Palm device is able to successfully synchronize with the Palm
Desktop Software prior to attempting to synchronize with GoldMine.
32.
In
order for GoldMine to run mail merges with Microsoft Word 2003, Microsoft
Outlook must not use Word as its e-mail editor.
To apply the correct setting in Microsoft Outlook, clear the checkboxes
shown at Tools >> Options >> Mail Format.
33.
When
using Merge and Edit with a Microsoft Word .dot template, an “Unable to save as
linked document” message may appear when attempting to link a copy of the
document from Word. If this occurs, use
the “Save as linked document” option in the GoldMine menu to save a copy of the
merged document in GoldMine.
34.
When using Microsoft Word 2003, the GoldMine add-in toolbar will
not work if there is more than one instance of Word running. If this occurs, please close the additional
Microsoft Word windows with the non-functional toolbars, and edit the template
within the first window that was opened by Word.
This scenario can occur when launching a template for
editing from the
35.
Document
templates stored as .RTF files do not support printing to multiple contacts
through automated processes. Instead,
Microsoft Word templates (.DOT) can be used for this purpose.
36.
Microsoft
Word 2010 Trust Center Settings may prevent you from opening or merging a
GoldMine document template. To resolve
this, in Word 2010 click File > Options >
37.
It
is strongly recommended that you use Windows Explorer to copy the gm7setup.exe
installation file from its current location to the \GoldMine\Setup\GoldMine
folder after the installation process completes. This file is necessary for the Undocked
Installer and Install Locally features of GoldMine.
38.
If
you have previously used the Install Locally option to install GoldMine,
please note that you will need to manually upgrade these installations using
the Install Locally option, after copying the gm7setup.exe file to the
\GoldMine\Setup\GoldMine folder, as mentioned in the previous item.
39.
Before
using the Install Locally option on Windows
Vista or Windows 7, the server must be added as a trusted site. To do this in Internet Explorer, select Tools
> Internet Options > Security > Local Intranet > Sites. Check “Automatically detect intranet network”. Click Advanced and then add the UNC path to
the server. In addition, GoldMine must
be launched using “Run as administrator” in order to proceed with the local
installation.
40.
If
you are upgrading from GoldMine 5.0 or higher and are using field-level
security, please note that after upgrading, you must assign a label to the
field before you can change its security setting. To hide the label, select the Color
tab on the Field Properties window and enter the value of –2 in
the Expression field.
41.
To
integrate Internet-based content within the GM+View tab of GoldMine 7,
FrontRange Solutions recommends using JavaScript, ActiveX objects, or other
similar methods.
IMPORTANT: It is strongly
advised that you do not use the IFRAMES or FRAMES/FRAMESET HTML tags.
42.
If
you would like to use the WebImport deployment tool, you will need to connect
to the Internet before launching the tool.
To access the WebImport deployment tool, select File>>Configure>>WebImport.
43.
If
you exchange iCalendar (iCAL) messages with Outlook 2000/2002(XP)/2003 users,
please note that Outlook handles iCAL messages best when configured to use Internet
Mode and POP3 account(s).
Using
Workgroup Mode, or configuring Outlook to send/receive messages from a
Microsoft Exchange Server only, may result in lost Activity details on replies
sent by the Outlook recipient or difficulties in the handling of replies to
activities sent by Outlook users.
IMPORTANT: Differences in the handling of
recurring activities may present problems when using iCAL messages. If exchanging recurring activities with an
Outlook client using iCAL messages, do not make changes to the activities once
they have been accepted.
44.
If
you receive meeting requests from Outlook 2000/2002(XP)/2003 users, please note
that GoldMine is not able to read Outlook meeting requests for recurring
activities that do not include an end date.
45.
If
you use GoldMine's e-mail templates, please note that you cannot enable the Wrap
Lines option to toggle it on/off.
46.
If
you plan on using GoldMine’s SMS/Text messaging capabilities, please be aware
that the recipient’s mobile service provider must support the ability to
receive SMS/Text messages via e-mail.
47.
If
you plan on using GoldMine’s SMS/Text messaging capabilities, please be aware
that some mobile service providers require that the subscriber enable mobile
e-mail for their account prior to them being able to receive messages on their
mobile device.
48.
Rehosting
very large databases (approximately 20GB or higher) may cause GoldMine to run
out of memory, if there is insufficient RAM installed.
49.
If
the required database indexes for contact tables do not exist, GoldMine may
fail silently at startup. This can occur
if the database server runs out of disk space during database maintenance.
50.
The
installation file for one-button synchronization does not currently support
sending multiple contact databases within the same installation package.
51.
On
Windows 2008 or later operating systems, in order to create an installation
file for one-button synchronization, you must launch GoldMine with elevated
permissions in Windows. To do this,
right-click on the GoldMine shortcut and select "Run as
administrator".
52.
Filter
preview may be slow if the filter was created in an older version of GoldMine
and does not use a SQL expression. The
workaround is to clear the filter expression and rebuild the filter again with
the same conditions, or to set the proper SQL condition manually using the
'Edit expression' button in the field properties dialog.
53.
Correct
NLS setting: If the Windows setting for "Language for non-Unicode
programs" on the machine running GoldMine does not match the setting on
the database server, GoldMine may not be able to update records that contain
region-specific characters. To check
this setting, go to Start > Settings > Control Panel > Regional and
Language Options, and click on the Advanced tab. The language shown in the drop-down list
should be consistent with the language in which your data will be stored.
54.
Gmail
users who use POP3 may
encounter problems receiving mail that already has been read using another mail
client or Gmail webmail. If this occurs, use IMAP or enter “recent:username@gmail.com” instead of “username@gmail.com” as the Username in
GoldMine’s E-mail settings.
55.
Messages
encoded with the “text/plain” MIME type do not automatically wrap when viewed
in GoldMine. To view these messages,
extend the size of the e-mail viewing window or use the horizontal scroll bar.
56.
If
your GoldMine system includes more than 255 custom fields, the Firebird
database cannot be used for undocked clients.
Microsoft SQL Server Express is recommended as an alternative.
57.
If
you compose HTML e-mail messages and use an HTML signature file, the HTML tags
may be displayed within your message unless you include <HTML> and
<BODY> tags to surround the text in the signature file so it is
recognized as HTML code.
58.
License Limits and Definitions
a. GoldMine Corporate
Edition and GoldMine Premium Edition are licensed per Concurrent or Named User:
A Concurrent User is a license that can be used by any Authorized User, but
only by one at any given time. A Named
User is a license that can be used only by a specific Authorized (i.e., Named)
User. Each Named User created for use in
GoldMine subtracts one Concurrent User license. A remote user accessing the
Licensed Software via a network connection to a centralized GoldMine
installation is considered to be utilizing one concurrent user license. A remote user or site accessing the Licensed
Software in an undocked scenario is considered to be utilizing one named user
license.
b. You agree not to copy
the Licensed Software except for backup and disaster recovery purposes, or as
described in the accompanying Documentation.
c. Should You exceed Your
licensed number of Users, then You agree to pay the full list price for the
excess Users in accordance with the FrontRange Solutions then current price
list, as well as the full Maintenance and Support Fees related to these
additional products.
If you have
purchased the GoldMine Corporate Edition or GoldMine Premium Edition version of
software you have received a license for Microsoft SQL Server (“SQL”). PLEASE NOTE:
SQL is licensed to you pursuant to the license terms included separately
with the SQL product.
Capitalized
terms not defined herein shall have the meanings set forth in the applicable
End-User License Agreement.
These
definitions are as of September 17, 2009.
Thank you for choosing GoldMine
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Ó 2010 FrontRange Solutions USA Inc. All Rights Reserved. GoldMine, HEAT and other FrontRange Solutions
products, brands and trademarks are property of FrontRange Solutions USA Inc.
and/or its affiliates in the