# Please Read This First

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 Vista from versions of GoldMine below 7.5. Any GoldMine upgrades on Vista from these earlier versions require manual steps, described in the FrontRange Support Services article 5981. This article can be accessed through http://support.frontrange.com/ by logging in and viewing Technical Documents, GoldMine Premium Edition, and clicking the article titled “Resolving Installation issues where the operating system has been upgraded”.

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 through GoldMine’s Reports Menu and the workstation does not have Crystal Reports installed, run the setup file corresponding to your version of Crystal Reports (CR11setup.exe or CR9setup.exe). CR11setup.exe is provided by FrontRange Solutions on a CD that is distributed with the Crystal Reports XI CD. CR9setup.exe is available at http://support.frontrange.com/attachments/downloads/Goldmine/cr9setup.zip

Crystal Reports will now be an option in the GoldMine Reports Center. Please be certain to set ODBC sources for Crystal in the GoldMine Report Menu by right-clicking and accessing the local menu.

Please note that the extracted files enable basic Crystal Reporting functionality only. If a Crystal report makes use of custom Crystal functions, graphs, etc., or there is a need to export the results of the report to different formats, then those files will need to be supplied by the developer of the report.

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 Contact Search Center in GoldMine from opening contacts properly. If this issue occurs in the Contact Search Center, please use the instructions below to delete these tables from the GoldMine database.

1) Stop the GoldSync Server processes on the GoldSync or GoldMine server. Please consult the GoldMine Administrator Guide or online help for assistance.

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 Administrator”.

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 United States and/or other countries. Other products, brands and trademarks are property of their respective owners/companies.