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Installation Guide

11/01
Copyright © 2001 FrontRange Solutions Inc.
All Rights Reserved.

GoldMine, HEAT and other FrontRange products and brands


are registered trademarks or trademarks of FrontRange
Solutions Inc. in the U.S. and/or other countries. Other
products and brands are registered trademarks or trademarks
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USE OF THIS SOFTWARE AND ITS RELATED USER


DOCUMENTATION ARE SUBJECT TO THE TERMS
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MUST AGREE TO THE TERMS AND CONDITIONS OF
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CONDITIONS OF THE EULA, PROMPTLY RETURN
THE UNUSED SOFTWARE IN ITS UNOPENED
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WARNING: The software described in this manual and its


related user documentation are protected by copyright law.
In no event, shall any part of the related user documentation
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retrieval system, or translated into any language, without the
express written permission of FrontRange Solutions Inc.
(June 2001)

Contact FrontRange Solutions Inc. at our Web site:


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ii GOLDMINE INSTALLATION GUIDE


FrontRange Software Product: EULA. IF YOU DO NOT AGREE WITH (unless earlier terminated as
THE TERMS OF THIS EULA, provided below) right to use only
GoldMine® PROMPTLY RETURN THE UNUSED
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the executable version (no source
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nontransferable and perpetual

GOLDMINE 5.7 LICENSE AGREEMENT iii


concurrent user license. Nothing in that: (a) directly or indirectly 6. Restrictions. You agree not to copy
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iv GOLDMINE INSTALLATION GUIDE


expressly permitted under this shall be free from defects in Licensed Software (provided in that
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GOLDMINE 5.7 LICENSE AGREEMENT v


below, FrontRange Solutions’ entire that the Licensed Software infringes of (a) or (b), despite the reasonable
liability under this EULA shall be any copyright, trademark or trade efforts of FrontRange Solutions, to
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indemnify and hold Licensee substantially similar manner to the
harmless from any third party claim original product, or (c) upon failure

vi GOLDMINE INSTALLATION GUIDE


11. United States Government 13. Severability. If any of the terms, or ACCORDANCE WITH THE PRIOR
Restricted Rights. THIS SECTION portions thereof, of this EULA are SENTENCE AND IN A DOCUMENT
APPLIES ONLY TO LICENSING invalid or unenforceable under any OTHER THAN THE PURCHASE
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writing Your compliance herewith. SUCH TERMS AND CONDITIONS above and is controlling; (iii) the
ARE AGREED TO IN WRITING IN terms and conditions of any

GOLDMINE 5.7 LICENSE AGREEMENT vii


purchase order or any other
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and the Reseller are not binding on
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Solutions makes no representation
or warranty with regard to any
services provided by any Reseller,
or any actions or failures to act by
any Reseller.

viii GOLDMINE INSTALLATION GUIDE


Contents
1 Before You Begin
System Requirements .......................................................................................... 1-2
Hardware .......................................................................................................... 1-2
Operating System ............................................................................................. 1-2
Upgrading to GoldMine 5.7 ............................................................................... 1-2
Granting Access Priviledges in Windows XP .................................................. 1-3
Change GoldMine ownership in Windows XP ........................................... 1-4
Grant permission to use GoldMine in Windows XP ................................... 1-6
2 Install GoldMine on a Single-User System
Install GoldMine .................................................................................................. 2-2
View installation icon descriptions ............................................................... 2-6
Check disk space before installation ............................................................. 2-7
Change the destination of your installation ................................................. 2-8
Complete License Information ........................................................................ 2-9
Upgrade to GoldMine 5.7 ................................................................................. 2-13
Modify your GoldMine installation ................................................................ 2-17
Repair your GoldMine installation ................................................................. 2-19
Uninstall GoldMine .......................................................................................... 2-21
Start GoldMine ................................................................................................... 2-23
3 Install GoldMine on a Network
Complete the GoldMine server installation on a network .............................. 3-2
Add a workstation ............................................................................................... 3-6
Installing GoldMine on a Windows 98/2000/XP
or Windows NT 4.0 Network ......................................................................... 3-9
GoldMine Server Considerations ................................................................... 3-9
Operating Systems ........................................................................................... 3-9

TABLE OF CONTENTS ix
Specifying the Destination Directory during Installation ........................... 3-9
Share the directory ......................................................................................... 3-10
Configure the workstations .......................................................................... 3-12
Create the GoldMine icon ............................................................................. 3-13
Add contact file mapping for the workstations .......................................... 3-14
Installing GoldMine on a Novell NetWare Network .................................... 3-16
Creating the GoldMine Group ...................................................................... 3-16
Selecting the Installation Drive .................................................................... 3-16
Running GoldMine from a Root Directory .................................................. 3-16
Configure the Workstation Drivers .............................................................. 3-17
Create the GoldMine icon ............................................................................. 3-19
Installing GoldMine on a Windows NT 3.51 Network ................................. 3-20
Configure the server for GoldMine .............................................................. 3-21
Share the directory ......................................................................................... 3-22
Configure the workstations prior to installation ........................................ 3-23
Create the GoldMine icon ............................................................................. 3-24
Working with the Borland Database Engine (BDE) ...................................... 3-25
Finding the BDE in \Setup\BDEShare ....................................................... 3-25
Specifying the location of the BDE with GM.INI ........................................ 3-25
Registry Settings ............................................................................................. 3-25
Copy the server’s BDE configuration to a workstation ............................. 3-26
Change the dBASE level in the BDE ............................................................ 3-28

4 Set up Databases
Create a database ................................................................................................. 4-2

5 Upgrade your GoldMine or GoldSync License


GoldMine’s Flexible Licensing System ............................................................. 5-2
Features and Benefits ....................................................................................... 5-2
Using the GoldMine License Manager .......................................................... 5-2

x GOLDMINE INSTALLATION GUIDE


Types of GoldMine Licenses ........................................................................... 5-3
Increasing the Master License ........................................................................ 5-3
Working with the License File ........................................................................ 5-3
Create a sublicense for a remote office ............................................................... 5-4
Creating a Sublicense for
an Undocked User ........................................................................................... 5-6
Create a sublicense for an undocked GoldMine user ...................................... 5-7
Update registration information ........................................................................ 5-9
Install the update to GoldMine 5.7 locally ..................................................... 5-11

Appendix: Troubleshoot Installation Errors


Index

TABLE OF CONTENTS xi
xii GOLDMINE INSTALLATION GUIDE
IN THIS CHAPTER
1
System Requirements
Upgrading to GoldMine 5.7
Granting Access Rights in
T his chapter includes information to help you
prepare to install GoldMine Business Contact
Manager version 5.7 on a single-user system, including:
Before
You Begin
Windows XP • System requirements
• Information to upgrade to GoldMine 5.7 from a
Change GoldMine
previous version
ownershiprights
• Changing ownership rights to GoldMine in
Grant permission to use
Windows XP
GoldMine in Windows XP
• Granting access rights in Windows XP to ensure
that users can run GoldMine 5.7
If you are upgrading from a previous version of GoldMine,
be sure to read “Upgrading to GoldMine 5.7” before
starting your installation.

BEFORE YOU BEGIN 1-1


System Requirements Upgrading to GoldMine 5.7
If you are upgrading from a previous version of GoldMine,
Hardware you must make a backup of your existing GoldMine system
Minimum requirements for GoldMine 5.7 include: before continuing. In addition to the 50MB required for
installation, please make sure that you have additional free
• Pentium 133 processor with 32MB RAM
space on your hard disk of at least 2½ times the size of your
• 10Mbit network card running win 95 OEM largest database. For example, if your largest database is
• Video display 800x600 resolution in 256 colors CONTHIST, which has an 85 MB .DBF and a 15 MB .DBT for
minimum 100 MB total, you should have 250 MB free disk space before
The GoldMine installation requires 50 MB of available hard continuing (2½ x 100 MB).
disk space. A database conversion is required when upgrading from
If you plan to install GoldMine on a network, see “GoldMine GoldMine v2.5a, v3.x, v4.0, or v5.x. The conversion should
Server Considerations” on page 3-9. occur automatically when GoldMine is installed into the path
of the existing gmw.exe, gmw32.exe, gmw4.exe, or gmw5.exe.
Operating System Naturally, a backup and full measure of database
maintenance is highly recommended before an upgrade
Supported operating systems include: should proceed.
• Windows XP If you plan to upgrade to GoldMine v5.7 from GoldMine v3.2
• Windows NT or earlier versions, call the Sales Department at FrontRange
• Windows 2000 Solutions at 800.654.3526.
• Windows 98
• Terminal Server GoldMine 5.7 is not compatible with previous versions of
FrontRange Solutions products, including GoldSync 1.x,
GoldMine Technical Support does not support or recommend GoldMine 1.x, GoldMine 2.x, GoldMine 3.x, GoldMine 4.x,
using Windows emulators, either on MACs or under Linux. and GoldMine 5.x. We recommend upgrading all GoldMine
and GoldSync licenses at the same time. For more
information, contact your Authorized FrontRange Solutions
Partner or FrontRange Solutions Technical Support.

1-2 GOLDMINE INSTALLATION GUIDE


Granting Access Privileges in
Windows XP
This guide provides instructions for users of the Professional
version of Windows XP, which enhances system security by
restricting access to applications to all users other than the
installing user. Having a Windows XP login does not grant access
to an application. Access privileges must be granted to any
additional users who want to use an application on the system.
Windows XP stores application files and application data Program
files in separate folders. That is, the files needed to run Files\GoldMine
stores the
GoldMine (.exe and .dll) are stored in the Program
files needed
Files\GoldMine folder, while data files (.dbf, .ini, contact and to run
calendar data, etc.) are stored in the Documents and GoldMine
Settings\Application Data\GoldMine folder. These
directories and the types of files contained in each are shown
in the next column.
To grant access to GoldMine 5.7 running under Windows XP
(Professional version), you must:
• Grant access to the Windows XP user—see “Grant
permission to use GoldMine in Windows XP” on
page 1-6.
• Add the user in GoldMine. The Windows XP login is
separate from the GoldMine login—see “Adding
Users” in the online Help.
If GoldMine was installed on your system using a Windows Documents
XP login user name and password different than yours—and and Settings\
you do not know the Windows XP login that was used to Application
install—you can change the permission settings. Log in as Data\GoldMine
stores the
Administrator (or another user with equivalent rights), then
GoldMine
reassign ownership rights to your Windows XP login—see data files
“Change GoldMine ownership rights” on the next page.

BEFORE YOU BEGIN 1-3


Logging a Call 2-3
Changing Change GoldMine
ownership in
GoldMine Windows XP
Ownership in 1 Navigate through your
Windows XP system to Program
Files\GoldMine. Right-
Windows XP (Professional click to display the local
version) enhances system menu, then click Properties.
security by restricting access to
installed applications to all 2 Click the Security tab.
users other than the installing
user. If GoldMine was 3 Select Advanced.
installed on your system using
a Windows XP login user
name and password different 1
than yours—and you do not
know the Window XP login
that was used to install—you
can change the permission
settings with an Administrator- 2
level account. Log in as
Administrator (or another user
with equivalent rights), then
perform the procedure on this
page.

1-4 GOLDMINE INSTALLATION GUIDE


4 Click the Owner tab.
4
5 Click to select the Name of
the user that you want to
Change owner to.

6 Select Replace owner on


subcontainers and objects.
5
7 Click OK.

8 Click OK.

BEFORE YOU BEGIN 1-5


Granting Grant permission to
use GoldMine in
Permission to Windows XP
use GoldMine 1 Navigate through your
in Windows XP system to Documents and
Settings\Application
Windows XP (Professional Data\GoldMine. Right-click
version) enhances system to display the local menu,
security by restricting access to then click Properties.
applications to all users other 1
than the installing user. 2 Click the Sharing tab.
Access priviledges must be
granted to each additional 3 Select Share this folder.
user who wants to use an
4 Select Permissions.
application on the system.

1-6 GOLDMINE INSTALLATION GUIDE


5 Select Add.

6 Specify the user or user


group to whom you want to
grant access.
5
7 Click OK.
8
8 Check the data access
Permissions that you want to
Allow or Deny to the selected
user or user group.

9 Click the Security tab.

10 Select the Group or user


names for which you want
to define access priviledges.

11 Check the GoldMine 6


application Permissions that 7
you want to Allow or Deny to
the user or user group.
9
12 Click OK.

10

11

12

BEFORE YOU BEGIN 1-7


1-8 GOLDMINE INSTALLATION GUIDE
IN THIS CHAPTER
2
Install GoldMine
View installation icon
descriptions
T his chapter includes procedures to install GoldMine
Business Contact Manager on a single-user system,
including:
Install
GoldMine
• Installation procedure
on a
Check disk space before
installation • Procedures to help you customize your
installation, including a quick-check of disk
Change the destination of
your installation
space before starting the installation and
changing the destination
Single-User
Complete License
Information
• Procedures to reinstall and uninstall GoldMine
• Procedure to start GoldMine
System
Upgrade to GoldMine 5.7
If you are upgrading from a previous version of GoldMine,
Modify your GoldMine
be sure to read “Upgrading to GoldMine 5.7 in Chapter 1
installation
before starting your installation.
Repair your GoldMine
installation
Uninstall GoldMine
Start GoldMine

INSTALL GOLDMINE ON A SINGLE-USER SYSTEM 2-1


Installing Install GoldMine 2
The following procedure contains
GoldMine 5.7 the steps needed for a first-time
GoldMine installs from a installation of GoldMine Business
single CD-ROM. Contact Manager. If you are
upgrading from a prior version of
Windows XP systems: You GoldMine, see “Upgrade to
must have Administrator rights GoldMine 5.7” on page 2-9.
to install GoldMine.
Before starting to install
TIP GoldMine, exit all programs
If the GoldMine 5.7 screen does not running on your system.
appear after a few seconds, you can
manually start the installation. 1 Insert the CD-ROM into the
From the Windows taskbar, select drive.
Start|Run. The Run window appears.
Type x:\AUTORUN.EXE 2 Select Install GoldMine.
3
where x: represents the letter of
your CD-ROM drive.
3 Check the path in which the
if necessary. installer will place the
setup files. If necessary, you
Select OK.
can click Change to select a
different destination. 4

4 Select Next>.

5 To stop files from being


extracted to the specified
folder, or afterwards, to stop
GoldMine 5.7 from setting
up the installation wizard,
click Cancel. Otherwise, the
process continues
automatically.
5

2-2 GOLDMINE INSTALLATION GUIDE


6 Select Next>.

7 Read the product license


agreement.

8 To proceed, select I accept


the terms in the license
agreement.

9 Select Next>.
6
SEE ALSO 10 Select This is a “New
For instructions to upgrade from a Installation” of GoldMine 5.7.
prior version of GoldMine to
version 5.7, see “Upgrade to 11 Select Next>.
GoldMine 5.7” on page 2-13.
7

8
9

10

11

INSTALL GOLDMINE ON A SINGLE-USER SYSTEM 2-3


12 To prevent other users from
accessing your data, select
No, I do not wish to share my
data.

TIP To allow other users access


If you are installing GoldMine to a to data, select Shared, I and
network, you can also work with other users will have access to 12
the installation method for the Client this installation.
Workstation Setup.
13 Select Next>. 13

14 To change the installation


method for GoldMine, click
SEE ALSO
to display a drop-down
list of icons that correspond
For details on displaying the
to different methods.
installation icon list, see “View
installation icon descriptions” on 14
15 To display a list of
page 2-6.
installation icon
SEE ALSO descriptions, select Help.
For details on comparing space
requirements against available 16 To check disk space 17
space, see “Check disk space before requirements against the 15 16 18
installation” on page 2-7. available disk space, select
TIP Space.
Important! Network users: you
must select Change, then type the 17 To change the folder selected
path specified for your network in for the GoldMine
Chapter 3. installation, select Change.
SEE ALSO
For details on changing the 18 Select Next>.
directory for your GoldMine
installation, see “Change the
destination of your installation” on
page 2-8.

2-4 GOLDMINE INSTALLATION GUIDE


19 Select Install.

20 To stop the installation in


progress, click Cancel.
Otherwise, the process
continues automatically.

21 Select Finish. Continue with


“Complete License
Information” on page 2-9.
19

20

21

INSTALL GOLDMINE ON A SINGLE-USER SYSTEM 2-5


Viewing View installation
icon descriptions
Installation
1 From the Custom Setup
Icon Options dialog box, select
Help.
Descriptions
2 Check the icon descriptions.
You can display a screen that
describes each installation 3 Click OK.
method icon that appears
when you click in the
Custom Setup Options dialog
box. Although the Custom
Setup Tips dialog box lists all
icons, not every icon may
available for the GoldMine 1
Business Contact Manager
installation.

2-6 GOLDMINE INSTALLATION GUIDE


Checking Disk Check disk space
before installation
Space before
1 From the Custom Setup
Installation Options dialog box, select
Space.
Before starting your GoldMine
installation, you can compare 2 Check the Disk Space
the amount of disk space Requirements.
required for the installation
against the space available in 3 Click OK.
the destination location.

INSTALL GOLDMINE ON A SINGLE-USER SYSTEM 2-7


Changing the Change the
destination of your
Destination of installation
your 1 From the Custom Setup
Installation Screen, select Change.

You can specify a destination 2 To specify a destination,


for your GoldMine installation you can:
from the Custom Setup Options
dialog box. The currently • Type the Folder name
selected destination appears
under Install to. • Click to browse to the 1
If you are upgrading from a location that you want to
previous version of GoldMine, Look in, or click to
you must install to the same move up to another level
directory as your existing in the directory structure
GoldMine system files; that is,
enter the path to the directory
that contains files with the • Click to create a folder 2
extensions .exe (such as
gmw5.exe), .dll, etc. 3 Click OK.

2-8 GOLDMINE INSTALLATION GUIDE


Entering Complete License
Information
License When you select Finish at the
Information end of the installation,
GoldMine automatically starts
for GoldMine the license wizard.

Once you have completed the 1 Select Next>.


installation, you must enter
personal and license 2 Type your personal
information before you can use information.
GoldMine.
3 Select Next>.

INSTALL GOLDMINE ON A SINGLE-USER SYSTEM 2-9


4 Complete the information
about your GoldMine
purchase.
4
5 Select Next>.
TIP 6 Type the GoldMine Serial
Important! The License Number that appears on the
Certificate is the only place that License Certificate included
your GoldMine Serial Number and in your GoldMine package.
Key Code values appear. You must
Be sure to include the Key
have both the Serial Number and
Key Code values to reinstall
Code value.
GoldMine. After installation, be If you are also installing the
sure to place the License Certificate 5
value-added GoldSync
in a safe location, and affix the
stickers (placed on the right side of component, continue with
the License Certificate) to your step 7.
GoldMine At a Glance Guide.
You’ll need this information if you If not, go to step 8.
call for technical support. 7 Type the GoldSync Serial
Please take special care when Number that appears on the
entering Serial Number and Key License Certificate. Be sure to
Code as the letter “O” and the 6
include the Key Code value.
number “0” can appear to be
similar. 8 To register your software
with FrontRange Solutions
via the Internet as soon as
you complete the
7
installation, leave
Automatically register
8
checked. If not, uncheck
the option.

2-10 GOLDMINE INSTALLATION GUIDE


9 Select Next>.
If you are installing
GoldMine on a Windows
NT or Windows 2000
system, continue with
step 10.
If not, go to step 13.

TIP 10 Check the NT accounts that


If you are running Windows NT or you want to set up as user
Windows 2000, GoldMine can accounts in GoldMine.
import the NT User accounts on the
system. 11 To specify an Optional 9
password for imported names,
type an entry in the field.

12 Select Next>.

10

11
12

INSTALL GOLDMINE ON A SINGLE-USER SYSTEM 2-11


TIP 13 Type a Username for yourself
GoldMine adds your Username of up to eight characters,
entry to the Users Master File.By which can be your first
default, GoldMine installs a name, last name, etc.
MASTER account. The Password
entry for the default MASTER
14 To add security to your user
account is access. 13
account, type a Password,
TIP which can be a combination
You can set GoldMine to of up to eight letters and/or
automatically bypass the login numbers. If you do not want 14
banner for users who do not enter a a password, you can leave
password. To bypass the login the field blank.
banner, from GoldMine’s Main
Menu, select Edit|Preferences. Click 15 Click Finish. 15
the Login tab. Check Bypass login
banner. If a user has a password, but 16 Type your Password, if
checks Bypass login banner, and tries necessary.
to start GoldMine, the following
message appears: Invalid Username or
Password. 17 Select OK.

16 17

2-12 GOLDMINE INSTALLATION GUIDE


Upgrading to Upgrade to
2
GoldMine 5.7
GoldMine 5.7 The following procedure contains
You can upgrade to GoldMine 5.7 the steps needed to upgrade from a Must be
from any version of GoldMine 4.x prior version of GoldMine replaced
or GoldMine 5.x. Upgrading is Business Contact Manager. To
easy because GoldMine install GoldMine for the first time,
automatically uses the same see “Install GoldMine” on page 2–2.
options that you selected during Before starting to install
your original installation. GoldMine, exit all programs
If you want to upgrade from running on your system.
GoldMine 3.x or a prior version,
please call 800.654.3526 for 1 Insert the CD-ROM into the
assistance. drive.

TIP 2 Select Install GoldMine.


If the GoldMine 5.7 screen does not
3
appear after a few seconds, you can 3 Check the path in which the
manually start the installation. installer will place the
From the Windows taskbar, select setup files. If necessary, you
Start|Run. The Run window appears. can click Change to select a 4
Type x:\AUTORUN.EXE different destination.
where x: represents the letter of
4
your CD-ROM drive. Select Next>.
if necessary.
5 To stop files from being
Select OK.
extracted to the specified
folder, or afterwards, to stop
GoldMine 5.7 from setting
up the installation wizard,
click Cancel. Otherwise, the
process continues
automatically. 5

INSTALL GOLDMINE ON A SINGLE-USER SYSTEM 2-13


6 Select Next>.

7 Read the product license


agreement.

8 To proceed, select I accept the


terms in the license agreement.

9 Select Next>.

TIP 10 Select I already use a prior 6


If you are upgrading from a version of GoldMine and have
previous version of GoldMine, you an “Upgrade Installation”.
must install GoldMine 5.7 into the
same directory as your existing 11 Select Next>.
GoldMine system files; that is,
enter the path to the directory that 7
contains files with the extensions
.exe (such as gmw5.exe), .dll, etc.

8
9

10

11

2-14 GOLDMINE INSTALLATION GUIDE


12 Check the current GoldMine
location that appears in the
field. If this information is
incorrect, select Browse to
navigate through your
system to find the location of
your current GoldMine
installation.
12
13 Select Next>.

14 Select Install.

13

14

INSTALL GOLDMINE ON A SINGLE-USER SYSTEM 2-15


15 To stop the installation in
progress, click Cancel.
Otherwise, the process
continues automatically.

16 Select Finish.

15

16

2-16 GOLDMINE INSTALLATION GUIDE


Modifying the Modify your
GoldMine
Original installation
Installation 1 Insert the GoldMine 5.7
You can modify your CD-ROM into the CD-ROM
GoldMine installation any drive. GoldMine 5.7
time after the original automatically sets up the
installation or upgrade. One of installation wizard.
2
the primary reasons to modify
an installation is to add or 2 Select Next>.
remove workstations.
3 Select Modify.
TIP
If the GoldMine 5.7 screen does not 4 Select Next>.
appear after a few seconds, you can 3
manually start the installation. To change the installation
From the Windows taskbar, select method for GoldMine, click
Start|Run. The Run window appears.
Type x:\AUTORUN.EXE
(or ) to display a
drop-down list of icons that
where x: represents the letter of correspond to different
your CD-ROM drive. methods. 4
if necessary.
Select OK. 6 Select Next>.
SEE ALSO
For details on displaying the
installation icon list, see “View
installation icon descriptions” on
page 2-6.
5

INSTALL GOLDMINE ON A SINGLE-USER SYSTEM 2-17


7 Select Install.

8 To stop the installation in


progress, click Cancel.
Otherwise, the process
continues automatically.

9 Select Finish.

87

98

2-18 GOLDMINE INSTALLATION GUIDE


Reinstalling Repair your
GoldMine
GoldMine 5.7 installation
You can rerun the installation
with the same application 1 Insert the GoldMine 5.7
components and settings as CD-ROM into the CD-ROM
the previous installation. This drive. GoldMine 5.7
provides an easy way to automatically sets up the
restore any files that have been installation wizard.
2
accidentally deleted.
2 Select Next>.
TIP
If the GoldMine 5.7 screen does not 3 Select Repair.
appear after a few seconds, you can
manually start the installation. Select Next>.
From the Windows taskbar, select
Start|Run. The Run window appears. 5 Select Install.
Type x:\AUTORUN.EXE 3
where x: represents the letter of
your CD-ROM drive.
if necessary.
4
Select OK.

INSTALL GOLDMINE ON A SINGLE-USER SYSTEM 2-19


6 To stop the installation in
progress, click Cancel.
Otherwise, the process
continues automatically.

7 Select Finish.

99

2-20 GOLDMINE INSTALLATION GUIDE


Uninstalling Uninstall GoldMine

GoldMine 1 Insert the GoldMine


Standard CD-ROM into the
You can remove GoldMine 5.7 CD-ROM drive. GoldMine
from your system. automatically sets up the
installation wizard.
TIP
If the GoldMine 5.7 screen does not 2 Select Next>.
appear after a few seconds, you can
manually start the installation. 2
3 Select Remove.
From the Windows taskbar, select
Start|Run. The Run window appears.
4 Select Next>.
Type x:\AUTORUN.EXE
where x: represents the letter of 5 Select Remove.
your CD-ROM drive.
if necessary.
Select OK.

3
4

INSTALL GOLDMINE ON A SINGLE-USER SYSTEM 2-21


6 To stop the installation in
progress, click Cancel.
Otherwise, the process
continues automatically.

7 Select Finish.

2-22 GOLDMINE INSTALLATION GUIDE


Welcome to Start GoldMine

GoldMine 1 Double-click the GoldMine


shortcut icon on your
1
GoldMine is your complete Windows desktop, or from
contact management system. the Windows task bar,
Be sure to use the online select Start, then select
resources and available .pdf Programs|GoldMine 5.7.
manuals to get the most out of
GoldMine! 2 Type your Username, if
necessary.

3 Type your unique Password.


TIP
If GoldMine is not listed on the 4 Select OK.
Programs menu, navigate through
the menus to reach the location
where the GoldMine icon and
program name appear.

4
2 3

INSTALL GOLDMINE ON A SINGLE-USER SYSTEM 2-23


2-24 GOLDMINE INSTALLATION GUIDE
IN THIS CHAPTER
3
Complete the GoldMine
installation on a network
Add a workstation
T his chapter includes all of the information you need
to install GoldMine Business Contact Manager v5.7
on the following network systems:
Install
GoldMine
• Windows XP/NT 4.0/Windows 98/2000
on a
Installing GoldMine on a
Windows 98/2000 or • Novell Netware
Windows NT 4.0 Network • Windows NT 3.51
Installing GoldMine on a
Novell NetWare Network
This chapter covers only those considerations and procedures
specific to a network installation. Be sure to read the entire
Network
Installing GoldMine on a section for your server before starting the installation. The
Windows NT 3.51 Network GoldMine 5.7 installation wizard sequence is similar for
single system and network server installations. For
Working with the Borland
instructions to run the GoldMine 5.7 installation wizard, start
Database Engine (BDE)
with “Install GoldMine 5.7” in Chapter 2. Instructions for the
Copy the server’s BDE portion of the wizard specific to installing GoldMine on a
configuration to a server appear in “Complete the GoldMine server installation
workstation on a network” on page 3-2. Be sure to enter the correct
Change the dBASE level directory destination during installation—each network
in the BDE section of this chapter provides the necessary path entry.
Workstation installations must be installed from each
workstation (a computer other than the server)—see “Add
a workstation.”
If you are upgrading from a previous version of GoldMine,
be sure to read “Upgrading to GoldMine 5.7” in Chapter 1
before starting your installation.

INSTALL GOLDMINE ON A NETWORK 3-1


Completing Complete the
GoldMine server
the GoldMine installation on a
Server network
If you are installing GoldMine on a
Installation on Windows 98/2000, NT 4.0 or XP
system, run the installation on the
a Network computer to be used as the
The steps to install GoldMine GoldMine server.
Business Contact Manager on If you are installing GoldMine on a
single-user installation and Windows 3.51, Novell, or Linux 2
network are similar. The major system, you can run the installation
differences involve defining on any workstation, then select the
data-sharing, designating a GoldMine server from the network.
GoldMine server, and setting 3
up workstations. You must set 1 Follow steps 1–11 in “Install
up a GoldMine server before GoldMine” on pages
you can add workstations. 2-2–2-3.

2 To allow other users access


to the GoldMine data, select
Shared, I and other users will
have access to this installation.

3 Select Next>.

4 Select Server, I am setting up


GoldMine as a server now.

5 Select Next>. 4

3-2 GOLDMINE INSTALLATION GUIDE


TIP 6 To designate the system
If you are installing GoldMine on a that you are using to run
Windows 98/2000, NT 4.0 or XP the installation as the
system, run the installation on the GoldMine server, select Yes,
computer to be used as the
I am running this setup on my
GoldMine server.
server.
If you are installing GoldMine on a
Windows 3.51, Novell, or Linux To designate another
system, you can run the installation system as the GoldMine
on any workstation, then select the
server, select No, I am not
GoldMine server from the network.
running this setup on my
server and wish to select the 6
network location where my
server should be installed.
7
7 Select Next>.

If you are installing


GoldMine on the server, go
to step 10.

If not, continue with step 8.

8 Type the path to the server’s


Network Location. To
navigate through your
system to the location, select 8
Browse.

9 Select Next>.

INSTALL GOLDMINE ON A NETWORK 3-3


10 To change the installation
method for GoldMine, click
to display a drop-down
list of icons that correspond
to different methods.

SEE ALSO 11 To display a list of 10


For details on displaying the installation icon
installation icon list, see “View descriptions, select Help.
installation icon descriptions” on
page 2-6. 12 To check disk space
SEE ALSO requirements against the
For details on comparing space available disk space, select
requirements against available Space.
space, see “Check disk space before 11 12 14 13
installation” on page 2-7. 13 To change the folder selected
for the GoldMine
TIP
installation, select Change.
Important! Network users: you
must select Change, then type the
14 Select Next>.
path specified for your network in
Chapter 3.
15 Select Install.
SEE ALSO
For details on changing the
directory for your GoldMine
installation, see “Change the
destination of your installation” on
page 2-8.

15

3-4 GOLDMINE INSTALLATION GUIDE


16 To stop the installation in
progress, click Cancel.
Otherwise, the process
continues automatically.

17 Select Finish. Continue with


“Complete License
Information” on page 2-9.

16

17

INSTALL GOLDMINE ON A NETWORK 3-5


Adding a Add a workstation
You must install GoldMine 5.7
workstation on a server before you can set up
After you complete setting up a workstation.
the GoldMine server, you can 1 Follow steps 1–11 in “Install
add workstations. GoldMine” on pages
2-2–2-3.

2 To allow other users access


to the GoldMine data, select
Shared, I and other users will
have access to this installation. 2
3 Select Next>.

4 Select Workstation, I am 3
setting up a shortcut to the
server only.

5 Select Next>.

3-6 GOLDMINE INSTALLATION GUIDE


6 Type the path to the server’s
Network Location. To
navigate through your
system to the location, select
Browse.

7 Select Next>.

8 Select Install. 6

INSTALL GOLDMINE ON A NETWORK 3-7


9 To stop the installation in
progress, click Cancel.
Otherwise, the process
continues automatically.

10 Select Finish.

10

3-8 GOLDMINE INSTALLATION GUIDE


Installing GoldMine on Operating Systems
Supported operating systems include:
a Windows 98/2000/XP or • Windows XP
Windows NT 4.0 Network • Windows NT 4.0
• Windows 98/2000
Some environments running a Windows 98/2000/XP or
NT 4.0 network may not have a dedicated server due to the • Microsoft Terminal Server
peer-to-peer nature of the particular environment. To run During installation, GoldMine automatically installs the
GoldMine within this environment, you must select a Borland Database Engine with a configuration applicable to
workstation to act as your nondedicated GoldMine server. most network uses. If you want to customize the BDE settings,
Select a workstation based on which machine has the best see “Working with the Borland Database Engine (BDE)” on
processor speed, disk speed, and the most RAM and disk page 3-19.
space. All of the other computers connected to the server are
referred to in this document as “workstations.” Specifying the Destination Directory
Note to Windows XP users: This guide provides instructions during Installation
for installing GoldMine Business Contact Manager on the
Professional version of Windows XP. Because the Home Important! In step 17 on page 2-4, from the Custom Setup
version of Windows XP uses a different method of assigning dialog box, be sure to select Change, then type the path
access and ownership rights, installing GoldMine on the C:\apps\GoldMine. Substitute the drive letter, if necessary.
Home version will differ slightly. For details on access and
ownership rights in Windows XP, see your Windows
documentation.

GoldMine Server Considerations


The minimum requirements for your GoldMine server are
highly dependent on the specific load requirements. The
minimum recommended server requirements are a Pentium
200 with 128Mb RAM and a 10-Mbit network card running
Windows 98. However, these requirements would not suffice
for a 300-user installation. FrontRange Solutions Inc.
recommends that you work with an Authorized Solutions
Partner to plan your network requirements accordingly.

INSTALL GOLDMINE ON A NETWORK 3-9


Logging a Call 2-9
Sharing the Share the directory
2
Directory 1 From the Windows task bar,
right-click on Start. 1
After you install GoldMine 5.7
on the server, you must enable 2 Select Explore. If directories
network users to run on the C drive do not appear,
GoldMine. To do so, you must click beside the C drive to
grant access rights to the display the directories.
directory in which GoldMine
is installed. 3 Right-click on the apps
Windows XP: For details about directory to display the local 3
sharing a directory, see your menu.
Windows XP documentation.
4 Select Sharing.
4
5 Click the Sharing tab.

6 Select Shared As.

7 Type APPS.

8 Type Shared for GoldMine.


5
9 Select Permissions.
6
7
8

3-10 GOLDMINE INSTALLATION GUIDE


10 Check that all users (or a
group that includes all
GoldMine users) have Full
Control.

11 Click OK.

12 Click OK.

10
11

12

INSTALL GOLDMINE ON A NETWORK 3-11


Configuring Configure the
workstations
the
1 Start Windows Explorer at
Workstations each workstation, then
select either:
You must configure each
workstation to communicate • Windows 98/NT 4.0:
with the GoldMine server. select Tools|Find|
Computer.
2
• Windows 2000: select
Tools|Map Network Drive.

2 Double-click on the name of


the computer designated as
the GoldMine server.

3 Select Apps. Right-click to 3


display the local menu, then
select Map Network Drive.

TIP 4 Select the appropriate Drive


Users at all workstations must letter.
specify the same Drive letter—for
example, G:—at all workstations. 5 Select Reconnect at Logon.

6 Click OK. 4 6

7 Repeat this procedure at all


workstations.
5

3-12 GOLDMINE INSTALLATION GUIDE


Creating the Create the GoldMine
icon
GoldMine
1 Minimize all programs at
Icon each workstation.
You can add the GoldMine 2 Right-click on the Windows
icon to the users’ system desktop to display the local
desktops. 2
menu, then select
New|Shortcut.

TIP 3 Type X:\GOLDMINE\GMW5.EXE,


Your shortcut(s) can be configured where X is the drive to which
to place the appropriate Username you mapped GMW5.EXE. 3
for each workstation by adding the
/u:username switch to the 4 Select Next>.
command line; for example:
G:\GOLDMINE\GMW5.EXE /u: BOB
5 To name the shortcut, type
GoldMine 5.7.

6 Click Finish. The GoldMine 4


icon appears on the desktop.

7 Repeat this procedure for


each workstation.
5

INSTALL GOLDMINE ON A NETWORK 3-13


Adding Add contact file
mapping for the
Contact File workstations
Mapping for 1 Double-click on the 1

the GoldMine icon.

2 Type MASTER.
Workstations 3 Type ACCESS.
To complete the installation,
you must enter contact file
listings for the workstations. 4 Press and hold b, then
For information about adding click OK.
users to GoldMine, see
5 Right-click to display the
“Setting up Security and
local menu, then select Attach
Access Rights” in Maintaining
Database.
GoldMine.

4
2 3

3-14 GOLDMINE INSTALLATION GUIDE


6 Type Workstations map
for Common.

7 Specify the Path


G:\GOLDMINE\COMMON.
6
8 Select OK.
7
9 Select Open.

INSTALL GOLDMINE ON A NETWORK 3-15


Installing GoldMine on a
Novell NetWare Network
Prior to starting the installation, read this entire network Selecting the Installation Drive
installation section to best determine which sections are
necessary for your network configuration and security In a network environment, physical disk volumes such as
requirements. The following sections describe a complete SYS: are redirected, or “mapped,” into a logical drive
network installation of GoldMine. Depending on how you designator, such as F: When GoldMine is installed, the
want GoldMine configured on your network, many of these logical drive designator containing the program files is
steps might be unnecessary. recorded so that GoldMine can find these files when the
program is running.
To install GoldMine on a Novell NetWare network system,
you must modify the network configuration, both on the file For this reason, install GoldMine on a logical drive that all
server and on the workstations that will access GoldMine. GoldMine users can access. For example, if GoldMine is
Therefore, to install GoldMine on the network, you should be being installed on volume SYS: using drive G:, then all
familiar with using the NetWare command line utilities and GoldMine users will need to map drive G: to volume SYS: on
have a supervisor-equivalent account. the network.
Log into the network with either the supervisor account, or an GoldMine can be executed from any drive designator that is
account that has security rights equivalent to a supervisor. mapped into the volume containing the GoldMine files.
On Novell NetWare 386 systems, you can use a group However, for GoldMine to operate correctly, the drive
manager account if your system administrator has already set designator selected during installation must be mapped into
up a GoldMine group. the volume containing the program files. If the drive
designator used during the installation process is mapped
Creating the GoldMine Group differently, GoldMine will not work properly.

To add a new network group for GoldMine users, use the Running GoldMine from a Root Directory
SYSCON System Configuration Utility. You can select any
name for this group; however, the group will be called You cannot run GoldMine from a root directory or a “mapped
GoldMine in the following sections of this guide. Assign root” directory. For example: If GoldMine is in the SYS:
membership to the GoldMine group to each network user APPS\GOLDMINE directory, you could map GoldMine by
who will access GoldMine. MAP ROOT G:=SYS: APPS (you would run GoldMine from
G:\GOLDMINE). However, you would not MAP ROOT G:
=SYS: APPS\GOLDMINE, because that would cause
GoldMine to be mapped to the G:\ root directory.

3-16 GOLDMINE INSTALLATION GUIDE


Once you have selected the drive designator to be used to Configure the Workstation Drivers
install GoldMine, make sure users accessing GoldMine map
that drive designator to the volume containing GoldMine You can use either Microsoft’s drivers for Novell, or the
files. You can map the drive designator by either of the existing ODI driver.
following methods: NET or VLM drivers
Method 1 You cannot use NETX or VLM drivers. We do not recommend
Modify the system login script using the SYSCON system or support using Novell’s Client32 or Intranet ware drivers,
configuration utility. The following sample will map drive G: as users at some sites have found them problematic. If you
to the GoldMine directory on volume SYS: whenever a must use Client 32, be sure to follow the instructions in
member of the GoldMine group logs into the network: technical Factsback bulletin #348. To order bulletins, use
your fax machine to dial 310-459-1222, then press 3 for
IF MEMBER OF “GOLDMINE” THEN BEGIN
MAP G: =<fileserver>/SYS: GOLDMINE Factsbacks. Factsback documents are also available in Adobe
END PDF format from the following resources:
You must modify some users’ private login scripts if another • FrontRange Solutions’ World Wide Web site:
MAP command overrides the initial mapping of drive G: in http://www.frontrange.com
the system login script. NetWare assigns the drive designator • FrontRange Solutions’ FTP site:
to the volume to which it was last mapped. ftp://ftp.goldmine.com/pub/faxback/tech/348.pdf
Method 2 Contact your system administrator, network consultant, or
Modify the login script for each GoldMine user to contain a Microsoft Technical Support for assistance in making these
MAP command similar to the sample above. This method changes. FrontRange Solutions Technical Support cannot
should be used only if access to the system login script is provide support in setting up or troubleshooting network
restricted. settings.

INSTALL GOLDMINE ON A NETWORK 3-17


Logging a Call 2-17
Setting Trustee Rights Setting the File Attributes
GoldMine’s installation program copies the GoldMine GoldMine program and data files need the attributes listed
program and data files to the appropriate directories. To below. Use the FLAG command to modify the file attributes in
maintain adequate security while allowing maximum the GoldMine directory and all subdirectories, as indicated
flexibility, the following trustee rights should be granted in below:
the \GoldMine\ directory to the GoldMine group using the
SYSCON system configuration utility: • All .DBF and .DBT files should be flagged as
NetWare v2.x: Shareable and Read/Write.
• Search for files in the directory (S) • All .MDX and .INI files should be flagged as Read/
• Open existing files (O) Write.
• Read from files (R)
• All .EXE and .DLL files should be flagged as Shared
• Write to files (W)
and Read Only.
• Create new files and directories (C)
• Modify (M) • All other files should be flagged as Non-shared and
• Delete (D) Read/Write.
NetWare 3.x and 4.x:
• Do not flag any GoldMine files as Transactional. System
• Scan for files in the directory (F) problems can result from using the Transactional flag,
• Open and read existing files (R) including corrupted indexes and errors.
• Write to files (W)
• Create new files and directories (C)
• Erase existing files (E)
• Modify files and directories (M)
When contact databases are created as subdirectories of the
GOLDMINE directory, the new directories will automatically
inherit the trustee assignments of the parent directory.
Otherwise, you will need to manually assign the above
rights to a new directory once the directory is created.

3-18 GOLDMINE INSTALLATION GUIDE


Setting up the Create the GoldMine
icon
Workstations
1 Minimize all programs at
You can add the GoldMine
each workstation.
icon to the users’ system
desktops. 2 Right-click on the Windows
For information about adding desktop to display the local 2
1
users to GoldMine, see menu, then select
“Maintaining GoldMine” in New|Shortcut.
the online Help.
3 Type X:\GOLDMINE\GMW5.EXE,
TIP
where X is the drive to which
Your shortcut(s) can be configured
to place the appropriate Username
you mapped GMW5.EXE. 3
for each workstation by adding the
/u:username switch to the 4 Select Next>.
command line; for example:
G:\GOLDMINE\GMW5.EXE /u: BOB 5 To name the shortcut, type
GoldMine 5.7.

6 Click Finish.The GoldMine 4


icon appears on the desktop.

7 Repeat this procedure for


each workstation.
5

INSTALL GOLDMINE ON A NETWORK 3-19


Installing GoldMine on a
Windows NT 3.51 Network
GoldMine 5.7 uses 32-bit Windows 98/2000 features, such as
calling Windows 98’s API to access TAPI to dial telephone
numbers. However, Windows NT 3.51 does not provide
support for the entire Windows 98 API. Therefore,
GoldMine 5.7 will not run on a Windows NT 3.51
workstation. Although GoldMine 5.7 will not run on a
Windows NT 3.51 workstation, you can use Windows NT 3.51
as the file server for GoldMine files. You can run GoldMine 5.7
from that server on Windows NT 4.0 and Windows 98/2000
workstations.
You can also run GoldMine 5.7 on Windows NT 4.0—see
“Installing GoldMine on a Windows 98/2000/XP or
Windows NT 4.0 Network” on page 3-9.

3-20 GOLDMINE INSTALLATION GUIDE


Configuring Configure the server
for GoldMine
the Server for
1 From the server system, in
GoldMine the Program Manager, select
File|Run in the Program
The Windows NT PC or
Manager.
workstation that you select as
your GoldMine server should 2 Type Command.
have the best processor speed,
disk speed, and the most 3 Select OK.
RAM and disk space—
see “GoldMine Server 4 At the DOS prompt, type the
Considerations” on page 3-9. following :
All of the other computers
connected to the server are a. C: e
referred to as “workstations.”
If you do not have a C:\APPS
b. MD\APPS e
directory on the file server, you
must create this directory before
c. EXIT e
installation.

INSTALL GOLDMINE ON A NETWORK 3-21


Sharing the Share the directory

Directory 1 Double-click on the File


Manager icon. 2
After you install GoldMine 5.7
on the server, you must enable 2 Select the apps directory.
network users to run
GoldMine. To do so, you must 3 From the Main Menu, select
grant access rights to the Disk|Share As.
directory in which GoldMine
is installed. 4 In the Share Name field, type
APPS .

5 In the Path field, type


C:\APPS.
4
6 In the Comment field, type
Shared for GoldMine . 5
7
7 Select Permissions. 6

3-22 GOLDMINE INSTALLATION GUIDE


8 Select Full Control.

9 Click OK.
1

10 Click OK.

8
9
1

10

Configuring Configure the


workstations prior
the to installation
Workstations For instructions to configure the
workstations, see “Configure the
You must configure each
workstations” on page 3-12.
workstation to communicate
with the GoldMine server.

INSTALL GOLDMINE ON A NETWORK 3-23


Creating the Create the GoldMine
icon
GoldMine
1 Minimize all programs at
Icon each workstation.
You can add the GoldMine 2 Right-click on the Windows
icon to the users’ system desktop to display the local 2
desktops. menu, then select
For information about adding New|Shortcut.
users to GoldMine, see
“Maintaining GoldMine” in 3 Type X:\GOLDMINE\GMW5.EXE,
the online Help. where X is the drive to which
you mapped GMW5.EXE. 3
TIP
Your shortcut(s) can be configured 4 Select Next>.
to place the appropriate Username
for each workstation by adding the 5 To name the shortcut, type
/u:username switch to the
GoldMine 5.7.
command line; for example:
G:\GOLDMINE\GMW5.EXE /u: BOB 4
6 Click Finish.The GoldMine
icon appears on the desktop.

7 Repeat this procedure for


each workstation.
5

3-24 GOLDMINE INSTALLATION GUIDE


Working with the Borland When launched on a workstation, GoldMine checks the
registry for the location of the BDE. If GoldMine finds the
Database Engine (BDE) BDE, then GoldMine will load the BDE from that location. If
the BDE is not found in the registry, GoldMine will check its
GoldMine uses the Borland Database Engine (BDE) to access subdirectory \Setup\BDEShare. Once the BDE is found,
the databases. For GoldMine to run properly, each GoldMine will load the BDE, and then update the registry to
workstation must have access to the BDE. Other applications reference that location. If the BDE cannot be found,
also use the BDE, such as Delphi and other applications GoldMine displays a dialog box.
written by Borland or with Borland compilers. Most of these To correctly designate the location of the BDE, you must
applications require the BDE to be installed to each select the IDAPI32.DLL; for example
workstation that uses the application. C:\[directory]\IDAPI32.DLL, then select OK.
If BDE is already installed on some of your workstations,
check that GoldMine supports the installed version. At Specifying the location of the BDE with
publication time, we currently support only versions 5.0 and GM.INI
higher. You can get information about the current version, as
well as supplemental BDE information, from Factsback If you do not have the BDE in \Setup\BDEShare and have
Bulletin #500. To order bulletins, use your fax machine to many workstations to configure, you can “refer” the
dial 310-459-1222, then press 3 for Factsbacks. Factsback workstations to the location of IDAPI32.DLL. Add the following
documents are also available in Adobe PDF format from the lines to GM.INI, which is located in the GoldMine directory:
following resources: [GoldMine]
• FrontRange Solutions World Wide Web site: NetIDAPI32DLL=g:\apps\shared\bde\idapi32.dll
http://www.frontrange.com
substituting the path with the location of idapi32.dll that you
• FrontRange Solutions’ FTP site: want the workstations to use.
ftp://ftp.frontrange.com/public/faxback/tech/
By using this INI entry, you can avoid having to manually
500.pdf
select the directory for IDAPI32.DLL on each workstation.
Finding the BDE in \Setup\BDEShare Registry Settings
GoldMine does not require you to install BDE to each
GoldMine can use different methods to initially locate the
workstation. Instead. All GoldMine users on a LAN can use a
BDE. Regardless of the method used to locate the BDE when
shared installation of BDE. When GoldMine is installed
GoldMine is run for the first time on a workstation, the
across a network, the \Setup\BDEShare directory is
registry will be updated with this location. When GoldMine
automatically created under the GoldMine directory.
is launched again, GoldMine will first try to load the BDE
from the registry location.

INSTALL GOLDMINE ON A NETWORK 3-25


Logging a Call 2-25
Working with Copy the server’s
BDE configuration
the BDE to a workstation
Configuration You can make the configuration
file of the server’s BDE the
File default configuration for the
workstation. Using this method,
Some situations require
the workstation can access its
changes to the BDE
local BDE but use the server’s
configuration file(s) to enable
configuration file.
GoldMine users to access all 2
databases. 1 Quit GoldMine, and any
If all users access the BDE other application(s) using
located on the server, they the BDE.
should use the same
configuration file, and 2 From the Windows task bar,
therefore have the same list of select Start|Settings|Control
aliases and settings. However, Panel.
users may install or use an
existing version of BDE (v5.00 3
or higher) on their workstation 3 Double-click .
that successfully accesses
GoldMine. 4 Select Object|Open
Configuration.
Unless other constraints
require locating the BDE (or
the configuration file) on the
workstation(s), forcing the
workstation(s) to use the
server’s BDE configuration is 4
the easiest method to
administer.

3-26 GOLDMINE INSTALLATION GUIDE


TIP 5 Browse to the location of the 7
In most installations, idapi32.cgf IDAPI32.CFG that you want
will be located in the to select as the default
\Setup\BDEShare\ folder under configuration for this
the server’s GoldMine folder.
5
workstation.

6 Select Open.

7 Click on the title bar to


close the BDE Administrator.
6
8 Select Yes.

INSTALL GOLDMINE ON A NETWORK 3-27


Changing the Change the dBASE
level in the BDE
dBASE Level
1 Quit GoldMine, and any
in the BDE other application(s) using
the BDE.
An incorrect dBASE level
setting in the BDE
2 From the Windows task bar,
Administrator can generate select Start|Settings|Control
database errors. If your BDE Panel.
was installed by another
application, verify that the
2
dBASE level setting is set
3 Double-click .
appropriately for GoldMine’s
use.
4 Click the Configuration tab.
TIP 5 Double-click Configuration.
If the LEVEL setting is not 5, stop
this procedure, and perform the 6 Double-click Drivers.
following:
• Back up all GoldMine files—for 7 Double-click Native. 3
details, see “Backing up
Databases” in Maintaining 8 Select DBASE.
GoldMine.
• Perform steps 2–9 as described 9 Check that LEVEL is 5.
in the procedure in the right
column on this page, setting
the LEVEL to 5 in step 9. 4
• Perform steps 10–11 on the 5 6
next page.
7
• Rebuild all databases in 9
GoldMine—for details, see 8
“Indexing and Rebuilding
Files” in Maintaining
GoldMine.

3-28 GOLDMINE INSTALLATION GUIDE


10 Select Object|Apply.

11 Click on the title bar to


close the BDE Administrator.

10

11

INSTALL GOLDMINE ON A NETWORK 3-29


3-30 GOLDMINE INSTALLATION GUIDE
IN THIS CHAPTER
4
Create a database
A fter you have installed GoldMine, you must
set up one or more databases in which to store your
information. You can easily set up the database(s) with
Set up
Databases
GoldMine’s Database Wizard.
Using GoldMine’s Database Wizard, you can either:
• Create a database for new data
• Rehost, or copy and convert, an existing database on
a different server
Creating a database: You can create a blank database
structure to store data in either standard dBASE tables or on
an MS SQL server (GoldMine Sales and Marketing only).
Once created, you can later copy data into the database.
Rehosting a database: You can host an existing GoldMine
contact database or other files, such as calendar records, on
a different server. This process does not affect the original
database, but instead, copies and converts a file from one
format type, such as dBASE, to another, such as MS SQL.
Rehosting a database enables an organization to support
multiple platforms. For example, contact records can be
stored in dBASE databases, while accounting files can be
stored in an MS SQL database.

SET UP DATABASES 4-1


Setting up Create a database

Databases 1 From GoldMine’s Main


Menu, select File|New 1
Using GoldMine’s Database Database.
Wizard, you can create a blank
database structure. Once 2 Type a descriptive title for
created, you can later copy the database.
data into the database, by
transferring contacts from 3 Select Next>.
other databases. You may
either import data from 4 Select Create a new contact
2
dBASE, ASCII, Space database.
Delimited Files, and SQL
5 To specify the path and
tables, or use synchronization
name of the database, either:
to share information with
other GoldMine users. • Type the path and name
of the database
TIP 3
GoldMine uses the name entered or
on the first page of the Database
Wizard when listing the file in the • Click to browse
Contact Files dialog box. However, through directories on
when you rehost other GoldMine your system
files, such as the Calendar,
InfoCenter, etc., you can leave this 4
field blank. GoldMine does not list 5
these files in the Contact Files dialog
box.

4-2 GOLDMINE INSTALLATION GUIDE


TIP 6 Select either:
You can define the contents of the
new database by selecting either: • Copy the data from the
• Copy the data from the current current files to the new
files to the new databases: databases
copies data from the currently
open contact database file to or
the newly create database. If
necessary, GoldMine converts • Create empty tables
the data to the format
appropriate for the database 7 To select the tables that you
type selected on the first page want copied to the new
of the Database Wizard. database, select Rehost
6
or individual tables. 7
• Create empty tables: creates 8
a database structure that can 8 Select Next>.
receive data at a later time.
Never select this option if you If you did not select Rehost
select Host GoldMine files to individual tables, go to step 11.
another server.
If you did select this option,
continue.
TIP
Select the Rehost individual tables 9 Check each data file that you
option to specify tables to be copied want to select, or, to select all
to the new database. For example,
files, select Set All. To remove
you might want to copy the table(s)
all selections, select Reset All.
needed to complete rehosting if the
process was interrupted.
Select Next>.
Whether the individual tables will
be empty, or contain data from the 9
currently open contact file or root
GoldMine data depends on your 10
selection between Copy the data
from the current files to the new
databases or Create empty tables.

SET UP DATABASES 4-3


TIP 10 To Allow access to a limited
A Contact set code provides a
set of users, click to
unique method of identifying each
display a list from which
database that GoldMine uses to
associate transfer data with the you can select a user group.
10
correct database(s). Using a contact
set code allows remote
11 To enable GoldMine to
synchronization of databases, synchronize multiple
regardless of the name given locally databases, specify a Contact 11
to the database. set code to identify the
database.
TIP 12 To restrict access to the 12
Select Allow database access only database to the system on 13
from this GoldMine installation to which you are creating the
allow only the currently running database, check Allow
GoldMine to log into the database.
database access only from this
The GoldMine system is identified
by serial number. GoldMine installation.

13 Select Next>.
TIP 14 When ready to create the
You can modify the access settings database, click Finish.
and contact set code for the
database at a later time from the The Creating GoldMine
Contact Set Databases dialog box. Database Files window
For details, see “Working with a provides status information
Contact Set Database” in while GoldMine creates the
Maintaining GoldMine.
database.

15 To stop the process at any


time, click Cancel. 14

Otherwise, GoldMine closes


the Creating GoldMine Database
Files status window when
done creating the database.

4-4 GOLDMINE INSTALLATION GUIDE


IN THIS CHAPTER
5
GoldMine’s Flexible
Licensing System
Create a Sublicense for
A s your company grows, you may need to change
your GoldMine or GoldSync license. These
changes may include:
Upgrade
your
a remote office • Adding more GoldMine and/or GoldSync sites to
Create a sublicense for an
undocked GoldMine user
your existing license. GoldMine
• Generating a separate serial number to create a
Update registration
information
sublicense for those users who use GoldMine on an
offsite PC.
or
Install the update to
GoldMine 5.7 locally
• Updating your registration information with
FrontRange Solutions.
GoldSync
Using the GoldMine License Manager, you can easily and
quickly perform any of these upgrades. Before working
License
with the GoldMine License Manager, continue with
“GoldMine’s Flexible Licensing System” for details on
working with the GoldMine license to meet the needs of
your organization.

UPGRADE YOUR GOLDMINE OR GOLDSYNC LICENSE 5-1


GoldMine’s Flexible throughout the organization share the same GoldMine serial
number.
Licensing System This flexible licensing hierarchy simplifies GoldMine’s
licensing, and also enables the Master and Site Licenses to
The GoldMine product family offers the utmost in licensing control the security and content of each of their remote
flexibility for both small businesses and large enterprises. undocked users.
GoldMine Business Contact Manager is sold with one serial A GoldMine 5.7 license looks like the following example:
number license, the Master License. An organization can then
create sublicenses for each remote office, and for each remote D-0025-12345678
user, changing the licensing configurations as required over
license type number of users serial number
time. The single distributed Master License serves as the
authentication mechanism for easy and secure The first character denotes the license or sublicense type. For
synchronization across the entire organization. a list of types, see “License Types” on the facing page. The
first set of numbers denotes the number of users included in
Features and Benefits the license. The last set of numbers is the serial number.
The following scenario illustrates the features and benefits of
the Master License: Using the GoldMine License Manager
ABC Company’s New York headquarters is a networked GoldMine’s License Manager shows all the remote sites and
office of 15 users. ABC also has offices in Boston and Seattle undocked users controlled by the current license, as shown in
with five users each. All 25 people in the organization have the following figure.
notebook PCs, and routinely synchronize.
ABC would purchase a 25-user GoldMine 5.7 license and a
25-site GoldSync license. These licenses would be installed
once, on the headquarters’ network, and serve as the primary
Master License. Using GoldMine’s License Manager, ABC will
create two Site Licenses of five users each: one Site License
for Seattle, and one Site License for Boston.
These sublicenses will be installed on the networks in those
cities, and serve as Site Licenses of the original Master
License. From the Master License, or any of the Site Licenses,
ABC can then create sublicenses for each of the remote users’
notebooks; that is, the Undocked License. All these licenses

5-2 GOLDMINE INSTALLATION GUIDE


The License Manager of the GoldMine system running in Increasing the Master License
ABC’s New York headquarters will list entries.
Only the Master License can be increased; that is, Site
The License Manager of the Site License in Boston will show:
Licenses and Undocked Licenses cannot be increased. From
S-0005-12345678-BOSTON the License Manager, select New License, and then enter a
U-0001-12345678-MARK new GoldMine or GoldSync serial number.
U-0001-12345678-MARY A Master License increase for GoldMine has a unique letter
identification. However, a GoldSync license increase has the
Types of GoldMine Licenses same letter identification as an original license:
A Master License must be installed only on the organization’s GoldMine dBASE (D-xxxx users)
primary network. GoldSync (G-xxxx sites)
The following Master License types are available:
• GoldMine dBASE (D-xxxx users) Working with the License File
• GoldSync (G-xxxx sites) The license file, LICENSE.DBF, must exist only in the
The Master License creates the following sublicense types for GoldMine “root” directory of each GoldMine installation. If
remote sites and remote users of the organization: the LICENSE.DBF file is deleted, GoldMine will prompt the
user for a license number when he next logs in.
• GoldMine Undocked (U-0001 user)
Do not delete and recreate the primary Master License file,
• GoldMine Sublicense (S-xxxx users)
since a new Master License file creates an authentication seed
• GoldSync Sublicense (Y-xxxx sites) that will be incompatible with all the existing sublicenses
The Master License is inherited by all sublicenses to ensure currently using the authentication seed from the original
that all the organization’s sublicenses are authenticated Master License file. If you recreate the Master License, you
properly during synchronization must regenerate all site and undocked licenses.
Creating and installing the sublicenses correctly is important
because they control security for synchronization throughout
the organization. From the License Manager, select either New
Site or Undocked User. These options produce the sublicenses
to use when installing GoldMine on the remote site networks
and undocked notebooks.

UPGRADE YOUR GOLDMINE OR GOLDSYNC LICENSE 5-3


Logging a Call 2-3
Creating a Create a sublicense
for a remote office
Sublicense for
1 From the Main Menu, select
a Remote File|Configure|License
Manager.
Office
2 From the Licenses tab, select
An organization with multiple
New Site.
offices and users can create
individual sublicenses for 3 Select the Distributed License 1
each site or user from the Type that you want to
single Master License. A site generate from either:
sublicense will install that
license on only one remote • GoldMine Site License
server. An undocked user • GoldSync Site License
sublicense will install that
license on only one remote PC. 4 Type the Site Name.
However, you can create
multiple, different site and 5 Type the Number of users.
undocked licenses up to the
6 Select Create Site License. 2
maximum permitted by the
Master License.

4
3
5
6

5-4 GOLDMINE INSTALLATION GUIDE


TIP 7 Review the information
GoldMine automatically adds the about your license upgrade,
sublicense to the Licenses tab then select I AGREE.
browse window under previously
installed license(s). A site 8 Select Close.
sublicense serial number appears
with S as the initial character. To add undocked users,
continue with “Creating a
TIP Sublicense for an Undocked
When installing GoldMine on each User.”
remote computer, the user must
enter the remote site license number
or sublicense number generated by 7
the Master License. To enter the
license number, you can either:
• Copy-and-paste: highlight
the sublicense that appears in
either the Sublicense for
Remote Site dialog box, or the
Sublicense for Undocked User
dialog box. Press
b-C to copy the entry,
then press b-V to paste
the value into Windows’
Notepad or in the body of an
e-mail message. You can then
either save the license number
as a file or send the e-mail
message to the remote user. 8
The remote user can then
enter the license number
during the GoldMine
installation.
• Manual entry: write down
the sublicense for the remote
system user to type in during
the GoldMine installation.

UPGRADE YOUR GOLDMINE OR GOLDSYNC LICENSE 5-5


Creating a Sublicense for
an Undocked User
GoldMine Business Contact Manager enables any user to Every user supported by the GoldMine license can have a
work with the same GoldMine license as either a docked, sublicense to work on a remote PC, but GoldMine creates only
network user, or as an undocked, remote (mobile) user. To one sublicense for each user. For example, on a five-user copy
work on an undocked basis, a user must have an undocked of GoldMine, each user can have a sublicense.
sublicense on his notebook. You can create an undocked When GoldMine creates an undocked user sublicense, the total
sublicense from either the Master License or from a site license count is reduced by one; that is, only the same number
sublicense. of users can log in concurrently as are allowed by the Master
Once an undocked user sublicense has been created, the same License, minus of the number of undocked sublicenses.
individual can work with a notebook PC on a remote basis or All undocked users can log into GoldMine, as well as the total
connect—dock—the notebook to his network in the office. number of users that make up the difference in the total number
That is, a single user who works with GoldMine on both a allowed by the Master License. For example, on a five-user copy
desktop PC and a notebook PC will not need two separate of GoldMine with three undocked users, those three undocked
licenses. users plus two other users can log into GoldMine.

undocked
users

5-6 GOLDMINE INSTALLATION GUIDE


Creating an Create a sublicense
for an undocked
Undocked GoldMine user
Sublicense 1 From the Main Menu, select
You can create an undocked File|Configure|License
sublicense from either the Manager.
Master License or from a site
sublicense. 2 From the Licenses tab, select
Undock Users. 1
3 To grant docking privileges
to a user that appears in the
list, check the box next to the
user.

. 4 Select Create Undocked


License.

UPGRADE YOUR GOLDMINE OR GOLDSYNC LICENSE 5-7


TIP 5 Review the sublicense
When installing GoldMine on each information, then select
remote computer, the user must I AGREE.
enter the remote site license
number or sublicense number 6 Select Close.
generated by the Master License.
To enter the license number, you
can either:
• Copy-and-paste: highlight
the sublicense that appears in
either the Sublicense for
Remote Site dialog box, or the
Sublicense for Undocked User
dialog box. Press
b-C to copy the entry,
then press b-V to paste
the value into Windows’
Notepad or in the body of an
e-mail message. You can then
either save the license number
as a file or send the e-mail 5
message to the remote user.
The remote user can then
enter the license number
during the GoldMine
installation.
• Manual entry: write down
the sublicense for the remote
system user to type in during
the GoldMine installation.

5-8 GOLDMINE INSTALLATION GUIDE


Updating Update registration
information
Registration
1 From the Main Menu, select
Information File|Configure|License
Manager.
When you download the latest
version of GoldMine 5.7, you 2 Click the Net-Update tab.
can also change the
registration information of 3 Check Update Registration
your GoldMine license(s). This Information. 1
information is transmitted to 2
FrontRange Solutions, as well 4 Click the Registration tab.
as entered in the Registration
tab and on the GoldMine 5 Make changes to any of the
banner display. registration information
entries.

UPGRADE YOUR GOLDMINE OR GOLDSYNC LICENSE 5-9


6 Click the Net-Update tab.

7 To both permanently enter


the changes, and to start the
process to download the
latest version of GoldMine,
select Net-Update Now.
Continue with “Install the
Update to GoldMine 5.7
Locally.”

5-10 GOLDMINE INSTALLATION GUIDE


Installing the Install the update to
GoldMine 5.7 locally
Update to The following procedure
GoldMine 5.7 desribes updating via
GoldMine’s Net-Update feature.
Locally However, if you are running the
latest version of GoldMine,
Installing the GoldMine 5.7 install locally from the CD-ROM.
update on your local hard Install only the workstation
disk can increase performance setup files item GoldMine Setup. 1
by approximately 3–5%.
1 From the Main Menu, select 2
For network installations in
which the GoldMine.exe files FileConfigure|License Manager.
are run from a local drive
instead of a network drive, 2 Click the Net-Update tab.
you may need to update each
3 Select Net-Update Now.
workstation with the new files
when the server is updated. 4 When the update has
To complete installing the downloaded, click the Install 3
update on a network, either: Locally tab.
• Manually update
GoldMine workstations 5 To specify the destination to
by copying *.exe and *.dll Install GoldMine in local path, 4
from a system that either type the path, or click
installed the Net-Update to navigate through your
to the GoldMine system.
directory (overwriting 5
files from the previous 6
version) of each 6 To add to the desktop
workstation. of your local system, check
• Perform the procedure Create a GoldMine shortcut on
on this page at each the Desktop.
workstation.

UPGRADE YOUR GOLDMINE OR GOLDSYNC LICENSE 5-11


7 To Automatically update the
local GoldMine program files
on your local hard drive
when you install the new
version on a network, check
the option.

8 To start the installation,


select Install GoldMine
7
Locally.
8
9 To confirm that each
workstation is running the
same version of GoldMine,
from the Main Menu (at
each workstation), select
Help|About.

10 Click OK to close the About


GoldMine dialog box.

Version
information
appears just
above the
licensing details

5-12 GOLDMINE INSTALLATION GUIDE


Appendix: Troubleshoot
Installation Errors
Use the information in this appendix to troubleshoot Symptom
problems you encounter during installation. For further
information, visit support.frontrange.com. Merging the configuration file IDAPI32.CNF has failed, or
GoldMine cannot dynamically load functions from IDAPI32.DLL
(error after installation)
Symptom
Insufficient Memory to Run Application Probable Causes
(error during or after installation)
1. Other applications are currently using the Borland
Database Engine (BDE).
Probable Cause
2. There has been either:
Either the system does not have enough memory to start • Improper use of the Registry Editor
GoldMine, or that GMW5.EXE or a GoldMine DLL has been
or
corrupted.
• Incompatible or unusable version of BDE is installed
Corrective Action
Corrective Actions
In Windows Explorer, select Help|About to check that at least
65,000Kb physical memory is free. If not, close applications to 1. Check that no other application is using the BDE. If so, exit
free 65,000Kb memory. from those programs, and try again.
Replace the .EXE and .DLL files in the directory to which 2. Remove the current BDE Registry entries—for details about
GoldMine is being installed, or from which GoldMine working with the BDE, see Factsback Bulletin #500.
currently runs.

TROUBLESHOOT INSTALLATION ERRORS Ap-1


BDE Errors
GoldMine uses the Borland Database Engine to access your
databases. For GoldMine to run properly, each workstation
must have access to the BDE. The BDE may reside locally on
the workstation, or across the network.
GoldMine supports only BDE version 5.00 or higher. Check
each BDE installation to ensure that a supported version is
running.
Problems with the BDE can often involve access issues, such
as a failure by GoldMine to locate the BDE. See “Appendix B:
Troubleshooting Guide” in Maintaining GoldMine for detailed
information on using the BDE.
A complete set of Borland error messages is available at
http://www.inprise.com/devsupport/bde/ti_list/
TI3212.html.

Ap-2 GOLDMINE INSTALLATION GUIDE


IN THIS CHAPTER

Index
specify the location of the
BDE with GM.INI, 3-25
troubleshoot errors, Ap-2
copy the data from the
current files to the new
database, 4-3
Index
create empty tables, 4-3
C rehost individual tables, 4-3
database errors generated by
A change the destination of your dBASE level setting, 3-28
installation, 2-4, 2-8, 3-4 database rehosting, 4-1
add a workstation, 2-17, 3-6–3-8 check disk space before dBASE level setting in the
automatically register your installation, 2-7 BDE, 3-28–3-29
software with FrontRange check GoldMine version destination folder for the
Solutions, 2-10 running on a workstation, installation, 2-8
available disk space, 2-7 5-12 disk space available for
contact set code, 4-4 installation, 2-7
B create a database, 4-2–4-4

BDE errors, Ap-2


create a sublicense for a E
remote office, 5-4–5-5
BDEShare, 3-25 create a sublicense for an end-user license agreement
Borland Database Engine undocked GoldMine user, (EULA), iii–viii
(BDE) 5-6, 5-7–5-8
change the dBASE level in F
the BDE, 3-28–3-29 D
copy the server's BDE folder for installation, 2-8
configuration to a database creation, 4-2–4-4
workstati, 3-26–3-27 allow only the currently G
find the BDE in running GoldMine to log
\Setup\BDEShare, 3-25 in, 4-4 GM.INI, 3-25
registry settings, 3-25 contact set code, 4-4 GoldMine 5.x license agree-
ment, iii–viii

INDEX 1
GoldMine License Manager, remove a workstation, selecting the installation U
5-2–5-3 2-17–2-18 drive, 3-16
GoldMine’s licensing system server system requirements, setting the file attributes, undocked user sublicense
increase the Master License, 1-2, 3-9 3-18 creation, 5-6, 5-7–5-8
5-3 system requirements, 1-2 setting trustee rights, 3-18 uninstall GoldMine, 2-21–2-22
types of licenses, 5-3 upgrade from a previous update registration informa-
work with the license file, version of GoldMine, 2-8 R tion, 5-9–5-10
5-3 upgrade to GoldMine 5.7, 1-2 upgrade from a previous
GoldMine’s licensing system, view installation icon register your software with version of GoldMine, 2-8
5-2–5-3 descriptions FrontRange Solutions, upgrade to GoldMine 5.5, 1-2
GoldSync, 2-10 installation errors 2-10
BDE errors, Ap-2 registration information, 5-9–5-10 W
I troubleshoot, Ap-1 rehost
installation icon descriptions, database, 4-1 Windows XP/98/2000 network
IDAPI32.DLL, 3-25 2-6 individual tables in a installation
increase the Master License, 5-3 database, 4-3 add contact file mapping for
install GoldMine L reinstall GoldMine, 2-19–2-20 the workstations, 3-14–3-15
add a workstation, 2-17–2-18 remote office sublicense, 5-4–5-5 change ownership (Win-
add GoldSync to the Gold- license agreement, iii–viii remove dows XP), 1-4–1-5
Mine installation, 2-10 licensing system for GoldMine, GoldMine, 2-21–2-22 configure the workstations,
change the destination of 5-2–5-3 workstation, 2-17–2-18 3-12
your installation, 2-4, 2-8, restore deleted files, 2-19 create the GoldMine icon,
3-4 M 3-13
check disk space before S grant access privileges to
installation, 2-7 modify your GoldMine GoldMine (Windows XP),
check version running on a installation, 2-17–2-18 site license, 5-4 1-3, 1-6–1-7
workstation, 5-12 start GoldMine, 2-23 server considerations, 3-9
install the update to Gold-
N system requirements to install share the directory, 3-10–3-11
Mine 5.7 locally, 5-11–5-12 GoldMine 5.7, 1-2 Windows NT 3.51 network
Novell NetWare Network
modify the original installa- installation
tion/upgrade, 2-17–2-18
installation T configure the server for
configure the workstation
on a single-user system, drivers, 3-17 troubleshoot installation GoldMine, 3-21
2-2–2-5, 2-13 create the GoldMine icon, errors, Ap-1 configure the workstations
on a network, 3-2–3-5 3-19 types of GoldMine licenses, 5-3 prior to installation, 3-23
register your software with creating the GoldMine create the GoldMine icon,
FrontRange Solutions, 2-10 Group, 3-16 3-24
reinstall, 2-19–2-20 introduction, 3-20
share the directory, 3-22

2 GOLDMINE INSTALLATION GUIDE


Windows NT 4.0 network
installation
add contact file mapping for
the workstations, 3-14–3-15
configure the workstations,
3-12
create the GoldMine icon, 3-13
server considerations, 3-9
share the directory, 3-10–3-11
work with the license file, 5-3
workstation
add or remove, 2-17–2-18
copy the server’s BDE
configuration to, 3-26–3-27
Windows XP
grant access privileges to
GoldMine, 1-3, 1-6–1-7
change ownership, 1-4–1-5

INDEX 3
4 GOLDMINE INSTALLATION GUIDE