User manual FRONTRANGE SOLUTIONS GOLDMINE 6.5 INSTALLATION GUIDE

[. . . ] Installation Guide VERSION 6. 5 11/03 ii Copyright Copyright 2003 FrontRange Solutions Inc. This software includes software developed by the Apache Software Foundation (http:// www. apache. org/). The Sentry Spelling-Checker Engine Copyright © 1999 Wintertree Software Inc. USE OF THIS SOFTWARE AND ITS RELATED USER DOCUMENTATION IS SUBJECT TO THE TERMS AND CONDITIONS OF THE APPLICABLE END-USER LICENSE AGREEMENT (EULA), A COPY OF WHICH IS FOUND IN THE USER DOCUMENTATION. [. . . ] The Welcome to the GoldMine Corporate Edition Configuration Wizard dialog box appears. IMPORTANT: The GoldMine administrative image is now installed on your computer. Please continue with the custom configuration described in "Installing the Custom Configuration" on page 3-16 to complete the setup. Installation Guide 3-16 Installing a GoldMine 6. 5 (Corporate Edition) E-License Installing the Custom Configuration GoldMine's custom setup options help you install the following: · Answer Wizard: Allows you to use predefined reports optimized to generate reports on GoldMine SQL databases. · Manager's Console: Provides graphical monitoring of high level workflow or individual Contact Records. · BDE: Configures the Borland Database Engine to GoldMine specifications. If you choose to use Answer Wizard or Manager's Console, install them on the GoldMine server and then also install them locally on each computer where the user needs these tools. You can choose the options to setup locally as part of the workstation installation. To Install the Custom Configuration The Welcome to the GoldMine Corporate Edition Configuration Wizard dialog box appears immediately after the administrative image is installed. GoldMine Installing the Custom Configuration 3-17 1. The Custom Configuration Options dialog box appears. Tip: To view a description of each feature, select the feature and read the text in the Feature Description box. Items displayed with a hard drive symbol are already selected for configuration. Click the arrow to the immediate left of Management Intelligence to install both Answer Wizard and Manager's Console. If you want to install just one of the options, click the arrow to the left of the specific feature. Select This feature, and all subfeatures, will be installed on local hard drive from the pop-up menu. If you do not want GoldMine to configure the BDE for optimal GoldMine use, select This feature is not available from the popup menu. The Disk Space Requirements dialog box appears displaying the space required to install the features you selected. The Configuring GoldMine Corporate Edition status box appears. Installation Guide 3-18 Installing a GoldMine 6. 5 (Corporate Edition) E-License 7. You have successfully installed all the components of GoldMine on your server. For detailed instructions for licensing and registration see Chapter 4, "Licensing and Registration. " Running a Workstation Installation A shared workstation setup installs shortcuts on the workstation, enabling workstation users to connect to the shared server copy of GoldMine from their individual computers. To install a shared version of GoldMine on a workstation, you must first: 1. Map the same drive on each workstation to the shared GoldMine folder on the server. Run the workstation installation. GoldMine Running a Workstation Installation 3-19 Sharing the GoldMine Folder on the Server After GoldMine is installed on the server, you must share the GoldMine root directory in order for the workstations to function properly. All GoldMine users must have rights to read, write, modify, and delete files. If users do not have sufficient permissions to the GoldMine folder, GoldMine may not function on the workstations. IMPORTANT: New customers installing GoldMine for the first time must first create a GoldMine folder on the server. [. . . ] To reorder the displayed columns, highlight the field you wish to move and drag it to the desired location in the list. Click OK on the View Summary window to close. IMPORTANT: You must close and relaunch Outlook to see the changes. Installation Guide F-10 Installing GoldMine Link for Microsoft Outlook 2000 Configuring the GoldMine Address Book You can configure the integration to allow Outlook users access to a GoldMine Address Book that includes Users, Contacts, Additional Contacts, User Group Distribution Lists, and Contact Group Distribution Lists. IMPORTANT: The GoldMine Address Book is not available if your Outlook 2000 is in "Internet Only" mode. For more information on how to switch to "Corporate or Workgroup" mode, please consult your Microsoft Outlook Help files. To Configure the GoldMine Address Book 1. On the Windows Desktop, right-click the Outlook icon, and then select Properties on the local menu. [. . . ]