GoldMine®
Premium Edition Manual Addendum and Errata.
Last
updated December 3, 2009.
Welcome to GoldMine Premium Edition
The
following document includes important information, including corrections to the
GoldMine documentation and supplemental information not available when the
documentation was printed. Please keep
this document in a safe place and use it in conjunction with the GoldMine
documentation.
1.
This
release of GoldMine Premium Edition is compatible with Windows Vista, Windows
XP, Windows Server 2003, and Windows Server 2008. Other versions of Windows are not compatible.
2.
This
release of GoldMine Premium Edition is not compatible with Microsoft SQL Server
2000. If you are currently running
Microsoft SQL Server 2000 or MSDE, you must upgrade your database before
installing GoldMine Premium Edition.
3.
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.
4.
For
Technical Support, please contact FrontRange Support Services at 800-755-2100
or visit http://support.frontrange.com
for more information.
5.
For
information about new features of GoldMine, please see the What’s New file,
located under Help>>Release Notes in GoldMine. This document also is posted on 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 this version. Please contact FrontRange Solutions Customer
Care at 800-755-2100 if you have
questions or need further assistance.
7.
If
you are upgrading from a version of GoldMine using a D-type license (GoldMine
Standard Edition) to GoldMine Premium 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 this version.
b. Backup your GoldMine 6.7 Standard
Edition system.
c. Install GoldMine Premium 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 a GoldMine Corporate Edition 6.7 license, and then manually
re-host the data to Microsoft SQL Server before upgrading to GoldMine Premium
Edition. Please contact FrontRange
Solutions Customer Care at 800-755-2100 if you have questions or need further
assistance.
8.
If
you are using GoldMine Integration Services for Microsoft Exchange (GISME), you
must upgrade to version 2.1.2 or other compatible version of GISME after
upgrading to this release of GoldMine Premium Edition.
9.
This
version of GoldMine Premium Edition is not compatible with GoldMine Plus
Accounting.
10.
After
upgrading from a previous version of GoldMine, a user with Master Rights must
login to GoldMine. This will allow
GoldMine to complete the database upgrade.
This step is not necessary when upgrading an undocked (U-license)
installation or a GoldMine Standard Edition 6.7 installation.
11.
If
you are upgrading a GoldMine 6.7 system (any edition) that uses a dBASE
database, and you wish to install GoldMine Plus for Microsoft Outlook, please
use the following steps.
a. Run the GoldMine installer to
upgrade, choosing not to install GoldMine Plus for Microsoft
Outlook.
b. After completing the installation,
open Windows Add/Remove Programs (in Windows XP: Start > Settings > Control Panel >
Add or Remove Programs).
c. If there is an entry for “GoldMine
Integration Services for Microsoft Outlook”, select it and remove it.
d. Select the GoldMine installation and
click Change. Using the installation
wizard, Modify the current installation and install GoldMine Plus for Microsoft
Outlook. Note: This step is needed even if step (c) is not
applicable.
12.
Universal
Search provides a keyword search for data across all areas of GoldMine. Universal Search is not enabled until a user
with master rights logs in and installs it.
If you choose to install Universal Search, the Microsoft SQL Server
database will create and populate indexes for full-text search. The process of populating indexes may take a
very long time, depending on the size of your database and the hardware
configuration of your computer. During
this process, end-user performance may be negatively affected due to additional
load on the database server while the indexes are created.
If you terminate the GoldMine process (gmw.exe) from the Windows Task Manager
while the indexes are being populated, the Universal Search feature will not work
properly. You can re-enable Universal
Search at Tools>>Configure>>System Settings>>Advanced, using
the uninstall/install button. This will
delete and then re-create the full-text indexes.
13.
If
you are using Microsoft SQL Server 2005 it is strongly recommended that you
upgrade to Microsoft SQL Server 2005 SP2 or SP3, available from the Microsoft
web site. This may resolve issues with
the SQL Server FullText Search service used in Universal Search.
14.
Due
to security measures and enforced folder access restrictions on Windows Vista,
the GoldMine installer does not support upgrades on
15.
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.
16.
If
you have previously uninstalled an older version of GoldMine that ran
with a Microsoft SQL Server database, you must install GoldMine into a
different directory than was previously used.
Otherwise, the GoldMine USERS table may not be created properly.
17.
If
you have previously installed GoldMine workstations using the Install Locally
option, you
must run the GoldMine installer on the workstations to upgrade them.
18.
If
the GoldMine installation process fails for any reason, an attempt to retry the
installation may be blocked. If this
occurs, backup the Windows registry and remove the registry key
HKEY_LOCAL_MACHINE\SOFTWARE\FrontRange Solutions\GMInProgress if it
exists. This allows a new installation
to begin.
19.
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.
NOTE: It is highly recommended that you
back up your data before upgrading.
20.
If
you are using Auto-Upgrade during the sync process to upgrade a user from GoldMine
Premium Edition 8.5.1, the UNC path to the installer (shown in Tools >
Configure > System Settings > Auto-Upgrade) must include a command line
parameter that identifies the location of the gm_si.ini file. The following is an example of an entry in
the “UNC path and filename” field, for use in this scenario:
\\[installer-path]\gmsetup.exe
/v"SILENT_INSTALL=\\[installer-path]\gm_si.ini"
21.
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: Upgraded systems will not
synchronize with any previous release of GoldMine or GoldSync.
22.
When
running GoldMine on a Windows Vista workstation connected to a server running
Windows Server 2008, you may encounter file locking conflicts when multiple
users attempt to log in to GoldMine.
This may be due to the SMB 2.0 (Server Message Block 2.0) file sharing
protocol used when Windows Vista is a client to a Windows 2008 server. For further explanation on SMB 2.0 and
instructions on disabling it on the Windows 2008 Server, please see the
following article from Microsoft TechNet:
http://blogs.technet.com/askperf/archive/2008/05/30/two-minute-drill-overview-of-smb-2-0.aspx
23.
Microsoft
Excel templates with macros created in versions of GoldMine before 8.5 must be
updated to work with the upgraded version of GoldMine.
24.
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.
25.
When
a document associated with Microsoft Office 2007 is viewed in a preview pane,
the document may open in a separate window instead of being contained within
the preview pane. This is due to
security measures in Microsoft Office 2007.
For instructions on how to work around this issue, please refer to
Microsoft KB article 927009 at http://support.microsoft.com/kb/927009.
26.
When
GoldMine’s Universal Search is used on Windows Vista or Windows Server 2003,
the search results may not return e-mail messages. This is due to an issue in the Microsoft SQL
Server database and can be addressed with the following workaround:
a. Run regedit.exe and select the
following registry key: “HKEY_LOCAL_MACHINE\SOFTWARE\Classes\CLSID\{5645C8C2-E277-11CF-8FDA-00AA00A14F93}\InprocServer32”
b. Modify “%systemroot%
\system32\mimefilt.dll” to “c:\WINDOWS\system32\mimefilt.dll”
Please note that FrontRange Solutions does not provide technical support for
modifications to the Windows registry.
c. From the Windows Control Panel,
restart the SQL Server FullText Search service and the Microsoft SQL Server service
d. Reinstall Universal Search as
follows: Run cmd.exe to open a command
prompt. Navigate to the GoldMine folder
(usually c:\Program Files\GoldMine) and enter “gmw /us:install”.
27.
If
you are upgrading from earlier versions of GoldMine and are using add-on
products, in some cases the add-on products will need to be modified in order
to work with GoldMine Premium Edition.
Please contact the developer of the add-on product if necessary.
28.
Some
filters created in older versions of GoldMine may not work in GoldMine Premium
Edition. These filters should be
re-created within the new version of GoldMine.
29.
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.
30.
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
31.
When
using Crystal XI on Windows Vista, underlined text is not displayed in printed
documents unless Crystal XI SP2 is installed.
SP2 is available from the developer’s web site at http://downloads.businessobjects.com/akdlm/crystalreports/14-00806-085.zip
32.
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.
Please note that the synchronization process will NOT include linked files
referenced by mapped drive designations.
If linked files were added using mapped drive paths, you can use Linked
Document Mover (Tools>>Data
Management>>Move Linked Docs and Attachments) to replace a path using
a mapped drive with a UNC path before synchronizing.
33.
If
you install GoldSync as a service, change the GoldSync Service logon from “Local
System account” to “This account” before starting the service. In the Windows Services administration tool,
right-click GoldSync Service and select Properties>>Log On. Select “This
account” and enter the login credentials, using a Windows account with full
access rights on the GoldSync computer and the UNC locations where linked
documents are stored.
34.
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 by downloading the necessary install files
from the Palm website, located at http://www.palm.com/us/software/desktop/
Prior to attempting to synchronize with GoldMine, you should verify that your
Palm device is able to successfully synchronize with the Palm Desktop Software.
35.
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.
36.
If
you are upgrading and are using field-level security, please note that after
upgrading, you must assign a label to a 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.
37.
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.
Some mobile service providers also require that the subscriber enable
mobile e-mail for their account prior to them being able to receive messages on
their mobile device.
38.
Before
launching the WebImport deployment tool, you must be connected to the Internet.
39.
In
the “Importing Contacts with Web Import” topic in the online help, the To: line
entry is shown incorrectly. It must be
capitalized as follows: {$GM-WEBIMPORT$}
40.
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.
41.
Double-byte
characters, such as Chinese, Japanese, and Korean, will not display properly in
list views (i.e., grids) in GoldMine.
42.
If
you are migrating data from an ACT!® 5.0/2000 or lower, use the
automated ACT! import wizard, accessible via File>>Import and Export>>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 File>>Import and
Export >>Convert from ACT! 6.0…
Conversions
from ACT! 2005 or later currently are not supported.
43.
To
integrate Internet-based content within the GM+View tab, 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.
44.
If
you exchange iCalendar (iCAL) messages with Outlook 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.
45.
If
you receive meeting requests from Outlook users, please note that GoldMine is
not able to read Outlook meeting requests for recurring activities that do not
include an end date.
46.
Synchronizing
very large databases (approximately 20GB or higher) may cause GoldMine to run
out of memory, if there is insufficient RAM installed.
47.
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.
48.
GoldMine
Premium Edition displays notes in a structured format with Date/Time and User
stamps on each note. If you are
upgrading contact notes that do not have associated Date/Time stamps, they will
be converted when the first user logs into GoldMine after the installation is
complete. They will be associated with
the current date, time, and username at the time of the conversion.
Contact notes that were previously created in GoldMine 6.7 (build 70226) and
upgraded to GoldMine Premium Edition 8.0.3 were combined into a single notes
box in version 8.0.3. After upgrading
from version 8.0.3, these notes now will be separated into distinct boxes, with
artificially created Date/Time stamps that will preserve the chronological
order.
49.
In
the current release of GoldMine Premium Edition, the Service module works only
with a single contact database (i.e., the contact set alias must be identical
to the alias for the base GoldMine tables).
50.
The
Merge/Purge wizard in GoldMine currently does not support the “Prompt me before
merging records” option.
51.
If
you use GoldMine's e-mail templates, please note that you cannot enable the Wrap
Lines option to toggle it on/off.
52.
Windows
Vista security features may require elevated security permissions in order to
use Mail Merge with Microsoft Word. To
launch GoldMine with elevated permissions, right-click on the GoldMine desktop
icon and select “Run As
53.
The
Output To > Word feature currently does not work properly if Microsoft Excel
is open. Please close Excel before using
this feature.
54.
GoldMine
Plus for Microsoft Office may conflict with other products or tools that also
integrate with Microsoft Office 2003. In
the event that other integrations with Microsoft Office 2003 do not work after
installing GoldMine Premium Edition, please backup the Windows Registry and
then run the FixOfficeIntegration.exe utility, available through FrontRange
Solutions Support Services.
55.
When
running a mail merge to a filter or group using GoldMine Plus for Microsoft, please
do not switch between documents using the Word Mail Merge toolbar while
GoldMine is still merging documents. Switching
between documents may prevent GoldMine from creating history records for one or
more of the documents that you viewed.
56.
If
you have Microsoft Excel running with an Excel file open, viewing another Excel
file within a preview pane in GoldMine may prevent Excel from operating
properly. If this occurs, change the
view in GoldMine so an Excel file is no longer being previewed.
57.
If
an Excel file is displayed within a Preview Pane in GoldMine, an attempt to
merge an Excel document template (.xlt or .xltx file) may fail with an error. To prevent this problem, please change the
view in GoldMine so an Excel file is not being previewed before merging the
template.
58.
Macros
executed within GoldMine may fail if they rely on keystroke combinations that
are duplicated between items on the toolbar and other screens. To correct this problem, remove toolbar items
that have the same keystrokes as the actions used by the macro.
59.
When
macros are used to schedule or complete activities on a Windows Vista system,
this version of GoldMine may not correctly record and execute the macro.
60.
On
Windows XP, GoldMine Plus for Microsoft Word and Excel require appropriate
permissions to enable end users to execute document merges. This can be
addressed by providing Local Admin rights in Windows or by providing full
permissions to the GoldMine installation folder as follows:
1) Log in to Windows XP as an
administrator
2) Disable Simple File Sharing as
described here: http://support.microsoft.com/kb/307874/
3) Set the permissions on the GoldMine
install directory to full rights for the USERS user group
a. Right-click on the GoldMine
install folder and choose Properties
b. Click the security tab, and change
the users group to full permissions on the folder, making sure to select the
option to propagate to sub-items and directories.
61.
The
Sync Contact setting may result in slow performance when deleting activities
from the activity list or using drag-and-drop features on the calendar. If this problem occurs, please turn off the
Sync Contact setting as follows:
Right-click on the calendar, select Options, and make sure “Sync
Contact” is unchecked. Right-click on
the activity list, select Options, View, and make sure “Sync Contact” is
unchecked.
62.
License Limits and Definitions
a.
GMPE is licensed per
Concurrent User: A Concurrent User is a license that can be used by any
Authorized User, but only by one at any given time. A remote user accessing the Licensed Software
(via a web-enabled product) is considered to be utilizing one concurrent 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 June 5, 2009.
56. Third Party Components
GoldMine Premium Edition may include the
following and other components:
The Sentry Spelling-Checker Engine Copyright © 1999
Wintertree Software Inc.
Firebird SQL Database Engine v1.5. Firebird SQL Database
Engine v1.5 was developed by Inprise Corporation, now called Borland Software
Corporation Copyright © 2001-2005. All Rights Reserved. The Firebird SQL
Database is distributed on an "AS IS" basis, WITHOUT WARRANTY OF ANY
KIND, either express or implied.
• You may obtain the source code for Firebird by going to the
downloads page at http://
www.ibphoenix.com/main.nfs?a=ibphoenix&s=1112825832:328167&
page=ibp_download_15, according to the terms of the Initial Developer's Public License
Version 1.0. Upon install, the license files can be found in the Program
Files\Firebird\Firebird_1_5 folder. You may obtain a copy of this source code
license from the Firebird Project website, at http://www.firebirdsql.org/index.php?op=doc&id=idpl.
• The executable version of the Firebird SQL Database Engine v 1.5
which is distributed in conjunction with GoldMine software by FrontRange
Solution is made available according to the terms of the FrontRange license
agreement located in the GoldMine installer and in the product documentation.
This license and its obligations are only offered by FrontRange and not by
Inprise Corporation, Borland Software Corporation or any other contributor to
the source code of Firebird SQL Database Engine v 1.5.
For FBExport see http://fbexport.sf.net.
Apache Components. Copyright Ó 2000. The Apache Software Foundation. All rights reserved. GMPE includes software developed by the Apache Software Foundation. Apache Software is subject to the conditions and disclaimers listed in Apache License v.2.0 found at http://www.apache.org/. The Software is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
OpenSSL. Copyright (c) 1998-2008 The OpenSSL Project. All rights reserved. GMPE includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit (http://www.openssl.org/). The names “OpenSSL Toolkit”, and “OpenSSL Project” must not be used to endorse or promote products derived from this software without prior written permission. For written permission, please contact openssl-core@openssl.org. Products derived from this software may not be called “OpenSSL” nor may “OpenSSL” appear in den names without prior written permission of the OpenSSL project.
If you would like more
information about third party licenses please contact your FrontRange sales
representative.
Thank you for choosing GoldMine
Copyright
Ó 2009 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