Archive | Master Rights & Wrongs

New “Sharpen Your GoldMine Knowledge” Training Classes & Webinars

Posted on 20 August 2014 by Jay Dymond

You may already be aware that First Direct Corp. provides online training classes for GoldMine.  A list of our online training classes can be found via the following URL - http://www.1stdirect.com/events/index.php.  If you miss a class or are not able to attend a class, don't worry, we recycle the events and hold them again at future dates. So check back often to see when the new dates are scheduled.

We recently added some new classes and will continue to do so, which is another great reason to check back often.  If there is a topic that you'd like to have covered in a training classes please let us know and we will look into having a class put together. In addition, we can always schedule one-on-one training with you and your colleagues if you prefer a more private training class.

Here are some of the new training classes that we have added:

Importing Contact Data into GoldMine

Getting Started with GoldMine

Do You Have What It Takes To Be The GoldMine Administrator?

Using the Lookup.ini to Automatically Update Fields

GoldMine Data Bootcamp

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What’s Changed/New in GoldMine 2014.1 Hotfix 4

Posted on 19 August 2014 by Jay Dymond

What's Changed in GoldMine 2014.1 Hotfix 4

GoldMine Premium Edition 2014.1.0.468 / GoldMine Mobile Edition 2014.1.0.662

Constant Contact Login

Due to a change made by Constant Contact, an additional layer of authentication has been added for Constant Contact login.  If you integrate with Constant Contact and get the error message ‘Login to Constant Contact failed’, follow the steps below to correct the issue:

  1. Upgrade the GoldMine server
  2. On a single workstation, uninstall GoldMine and reinstall the new version.  Follow the normal workstation install process to connect to the existing database.   Other workstations can be upgraded.  It is only necessary to uninstall/re-install on a single workstation.
  3. On the workstation where the uninstall/re-install was done, go to Constant Contact Campaigns in GoldMine.  Click Configure and enter your Constant Contact username and password and click Login.  A second Constant Contact login page will appear.  Enter the same credentials as in previous page to complete the login process.

Once this process is complete, it will be possible to Download Activity or Refresh Campaigns List from the server or any networked workstation.  If Logout is selected on the Constant Contact page, it will be necessary to Configure again from the workstation where the re-install from step 2 was done.

GoldMine and Google Apps

If you wish to synchronize GoldMine and Google Apps calendars, you must start the GMGoogleSync service manually.  We recommend that you configure the service Properties to automatically start the service.

  1. Open Services on the GoldMine Mobile Server.
  2. Locate GMGoogleSync on the list.
  3. Right-click on the service and select Start.

Use this procedure to set Properties to automatically start the service when the server is started.

  1. Open Services on the GoldMine Mobile Server.
  2. Locate GMGoogleSync on the list of services, right click and select Properties.
  3. On the General tab change the Startup type field from Manual to Automatic (Delayed Start).
  4. Click Apply then click OK to close the window.

NOTE:  Activities synced to GoldMine by the GMGoogleSync service will show MASTER as the user that created or modified the activity.  If you do not have a user MASTER, then the first alphabetical username with master rights will show as the user that created or modified the activity.

What's Fixed in GoldMine 2014.1 Hotfix 4

GoldMine Premium Edition 2014.1.0.468 / GoldMine Mobile Edition 2014.1.0.662

Note:  To upgrade GoldMine Mobile, it is necessary to uninstall any existing version and install GMME 2014.1.0.662 as a new installation.  It may also be necessary to clear device/browser cache.

Issue # Description

217414

Error 1001 when trying to run GoldMine Mobile Edition 2014 installer at point of installer removing 'Removing backup files'

217480

GoldMine crashing when completing a case from the contact cases tab and not sending an email notification

217482

GoldMine crashes with a Runtime Error when clicking contact history preview pane case link

217483

After viewing case history tab, reassigning a case from a contact records case tab will crash GoldMine with a Runtime Error

217484

When reassigning a resolved case in the service center for a contact with more than one case, the case does not reassign and remains closed

217496

When attempting to view a case in the regarding section of a new email message, GoldMine crashes with a RunTime Error

217545

Service center resolves the wrong case when opened from the contact record's case tab

219722

GoldMine will crash when sending more than one GoldMine messages at a time

220066

ERROR: Cannot login - when trying to login to Constant Contact Campaigns in GoldMine - logging in directly to Constant Contact Web Site works fine.

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GoldMine PE 2014.1 Drops Support for Office XP and Office 2003

Posted on 25 April 2014 by Jay Dymond

With the release of GoldMine Premium Edition 2014.1 support for MS Office XP and Office 2003 has been dropped. The installer may still recognize Office being installed but the links no longer support XP or 2003 programmatically.

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About GoldMines’ Google Apps Sync Feature

Posted on 18 April 2014 by Jay Dymond

GoldMine Premium Edition now includes integration with Google Apps. This integration provides bidirectional synchronization between your Google Apps Calendar and your GoldMine Calendar. Standalone Gmail accounts are not supported at this time. Users must have a paid Google Apps account.

GoldMine Mobile must be installed to use the Google Apps integration. GoldMine owners do not need to use/own a license of GoldMine Mobile but the service must be installed in order to sync with your Google Apps account. Once the integration is installed and configured, syncing will occur automatically with no end user action necessary.

Stay Connected From Anywhere

With Google Apps Calendar you’ll have access to your calendar  no matter where you are in the world and what device you're on. For your business, this means every employee and everyone you work with can be productive from anywhere, using any device with an Internet connection. Organize your day with Calendar and get event reminders on your phone or in your inbox. Attach files or docs to your event so you have the right materials when your meeting starts.

If you are interested in setting up the Google Apps Sync feature with GoldMine Premium Edition, please contact our office. The following lists some of the items you will need in order to successfully install/configure the Google Apps Sync feature, please contact us for technical assistance.

Prerequisites for Google Apps Sync Feature:

You need to have the following before you can set up and configure the synchronization:

  •  An authorized login for Google Apps to access the Google Developers and Google Admin consoles.
  • At least one active Project in the Google Developers console so that you can access the APIs and other functionalitynecessary to set up the configuration.
  •  GoldMine Mobile Edition (GMME) installed on an IIS server in order to synchronize the Calendar with Google Apps.
  •  The IP address of the IIS server to access the GoldMine Configuration page if you are installing from another machine, (or use /localhost). Once GMME is installed you can access Google Apps and the GoldMine configuration page from any machine.

We recommend an installation of Chrome for ease of use with Google Apps products.
Set up involves logging in to the following pages:

  • Google Developers Console Page,
  • Google Admin Console
  •  GoldMine Configuration screen in Google Apps.

Once the synchronization is configured and enabled it will run until the GMGoogleSync service is manually stopped or fails. The service starts automatically when the server starts. We recommend performing the connection tests in order to ensure that your set up works.

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GoldMine Premium Edition 2013 HotFixes Released

Posted on 12 February 2014 by Jay Dymond

What's New in GoldMine Premium Edition 2013.1 Hotfix 5 (2013.1.0.298)

Double-clicking a Case on a contact record’s Cases tab will open the selected case in the Service Center in detail view without resetting the Service Center list view. A user can return to the list view by clicking the Service link.

What's Fixed in GoldMine Premium Edition 2013.1 Hotfix 5 (2013.1.0.298)

  • MS Word exe is using a large amount of CPU with the GoldMine word link installed.
  • Double clicking a case in the cases tab will not bring you to the case if not listed in the 500 cases in the Service Center >> The requested case is out of view because of your filter settings, please release the filter or use the search functionality
  • E-mails with base64 encoding not being displayed correctly in GoldMine (when using Exchange or some other mail servers)
  • 8 bit encoded text/HTML emails are coming in to GoldMine with Asian type characters or ?? in the body and header but show correctly in the online inbox view

What's Fixed in GoldMine Premium Edition 2013.1 Hotfix 4 (2013.1.0.287)

  • Whenever an email is replied to if any of the recipient's full name contains an apostrophe, all CC recipients on the reply are stripped.
  • Email received into GoldMine from Call Logix doesn't have a message in the body of the email but has some info from the body of the email in the email headers in GoldMine
  • sporadically: StartIndex cannot be less than zero - when linking specific incoming or outgoing emails via Outlook Integration

What's Fixed in GoldMine Premium Edition 2013.1 Hotfix 3 (2013.1.0.276)

  • “Change” bar still existed after clicked "Send contact data to Outlook" hyperlink
  • Sign in under "LinkedIn" GM+Views do not display login window, and will sign in capability in a new Web Browser outside of GoldMine for login, for Windows 7 there is further no chance even with saving cookies to get into LinkedIn anymore
  • Configuration of this site contains a serial number from a previous version of Goldmine. Please update it by entering a matching current serial number each day when a user logs onto GoldMine when synchronizing with another E-license.
  • Output to >> Excel does not populate Office 365 Excel 2013 with any information, new workbook is never opened
  • Clicking on the Alert column to sort the list of cases in the Service Center produces an error and crashes GoldMine
  • Entering an apostrophe (') in the service center search field crashes Goldmine

What's Fixed in GoldMine Premium Edition 2013.1 Hotfix 2 (2013.1.0.265)

  • Constant Contact integration recognizes UK format on Date Sent field only correctly, when the campaign was sent on or after 13th of month
  • When merging a document through an automated process, it loops repeatedly through the fields on the merge form
  • Contacts with a single quote (apostrophe) in their name cause subsequent contacts not to show in E-Mail address list
  • Adding multiple attachments to an email, will not add the attachments after the apostrophe in the attachment name
  • When merging a document using right-click and print for this contact, loops through fields repeatedly
  • When updating LASTNAME (LAST) field the CONTACT field is updated > for all versions below 2013.1 only the opposite way did work and this is unexpected and not documented
  • When opening an E-mail after being processed (NOT in EDIT mode) >> opening Regarding list for linking to Opportunity or Project -> Sort of Opportunities/Projects is not intuitive (by creation date/time) and confuses when many records are there
  • Failed to execute command: insert into {{owner}}Environment values( 'GMFileLocation', '','','','O',0,'GSPDONW&(<S(W<' to data type smallint when upgrading to GMPE 2013.1
  • GoldMine takes focus when creating new, replying to, or opening emails in Outlook
  • Attachments with apostrophe's are not properly downloaded/displayed in GoldMine
  • Email address with a single quote (apostrophe) causes subsequent email address to not show or become truncated.
  • Attaching emails from a folder with an apostrophe results in the email history object not showing attachments.
  • When putting an apostrophe in an additional contact's name, it truncates the rest of the list of emails when adding a CC to an email.

What's Fixed in GoldMine Premium Edition 2013.1 Hotfix 1 (2013.1.0.249)

  • To prevent performance issues, a maximum of 500 cases can be viewed in the Service Center. You may select an option from the Show dropdown to filter your Cases or use the Service Center Search function to search for a Case. The top 500 cases are loaded based on your sort selection.
  • Customer tries to see "All Cases" - only a random list of 500 Cases are available in the Service Center
  • Required case is out of the view because of current filter settings.
  • GoldMine PE 2013.1 Installer NOT recognizing Office 2013 32-bit installation from Office 365

Do any of these issues apply to you?

- Do you need to renew your GoldMine Maintenance ?
- Would you  like help applying a GoldMine update or other issues ?
- Want to get information on upgrading or purchasing GoldMine Premium ?

Click here to contact First Direct!
Or call us at (800)935-4386

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Backup Your Local Backups and Important Files/Documents with Online Backup Services

Posted on 25 October 2013 by Jay Dymond

The following is a great article that reviews 27 Online Backup Services. There are no excuses for NOT backing up your local backups and other important documents/files.

Online backup services work much like traditional backup software. With an online backup service, however, your important data is transmitted over the Internet and securely stored on a server in a professional data center. The advantage of having your important data backed up off-site, away from your home or office, is that it's safe from theft, fire, and other local disasters.

You might also want to check out this great article that covers Common Questions about Online Backups.

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What does “cloud computing” really mean?

Posted on 25 October 2013 by Jay Dymond

Cloud computing is all the rage. It's become the catch phrase for many people, looking to take advantage of what it has to offer. The problem is that (as with Web 2.0) everyone seems to have a different definition/idea of what cloud computing is.

As a metaphor for the Internet, "the cloud" is a familiar cliché, but when combined with "computing," the meaning gets bigger and fuzzier. Some analysts and vendors define cloud computing narrowly as an updated version of utility computing: basically virtual servers available over the Internet. Others go very broad, arguing anything you consume outside the firewall is "in the cloud," including conventional outsourcing.

Cloud computing comes into focus only when you think about what IT always needs: a way to increase capacity or add capabilities on the fly without investing in new infrastructure, training new personnel, or licensing new software. Cloud computing encompasses any subscription-based or pay-per-use service that, in real time over the Internet, extends IT's existing capabilities.

Cloud computing is at an early stage, with a disparate list of providers large and small delivering a slew of cloud-based services, from full-blown applications to storage services to spam filtering. Yes, utility-style infrastructure providers are part of the mix, but so are SaaS (software as a service) providers such as Salesforce.com, Zoho.com, even Google Apps. Today, for the most part, IT must plug into cloud-based services individually, but cloud computing aggregators and integrators are already emerging.

Here's a rough breakdown of what cloud computing is all about:

1. SaaS (Software as a Service)

This type of cloud computing delivers a single application through the browser to thousands of customers using a multitenant architecture. On the customer side, it means no upfront investment in servers or software licensing; on the provider side, with just one app to maintain, costs are low compared to conventional hosting. Salesforce.com is by far the best-known example among enterprise applications, but SaaS is also common for HR apps and has even worked its way up the food chain to ERP, with players such as Workday. And who could have predicted the sudden rise of SaaS "desktop" applications, such as Google Apps and Zoho Office?

2. Utility computing

The idea is not new, but this form of cloud computing is getting new life from Amazon.com, Sun, IBM, and others who now offer storage and virtual servers that IT can access on demand. Early enterprise adopters mainly use utility computing for supplemental, non-mission-critical needs, but one day, they may replace parts of the datacenter. Other providers offer solutions that help IT create virtual datacenters from commodity servers, such as 3Tera's AppLogic and Cohesive Flexible Technologies' Elastic Server on Demand. Liquid Computing's LiquidQ offers similar capabilities, enabling IT to stitch together memory, I/O, storage, and computational capacity as a virtualized resource pool available over the network.

3. Web services in the cloud

Closely related to SaaS, Web service providers offer APIs that enable developers to exploit functionality over the Internet, rather than delivering full-blown applications. They range from providers offering discrete business services -- such as Strike Iron and Xignite -- to the full range of APIs offered by Google Maps, ADP payroll processing, the U.S. Postal Service, Bloomberg, and even conventional credit card processing services.

4. Platform as a service

Another SaaS variation, this form of cloud computing delivers development environments as a service. You build your own applications that run on the provider's infrastructure and are delivered to your users via the Internet from the provider's servers. Like Legos, these services are constrained by the vendor's design and capabilities, so you don't get complete freedom, but you do get predictability and pre-integration. Prime examples include Salesforce.com's Force.com, Coghead and the new Google App Engine. For extremely lightweight development, cloud-based mashup platforms abound, such as Yahoo Pipes or Dapper.net.

5. MSP (Managed Service Providers)

One of the oldest forms of cloud computing, a managed service is basically an application exposed to IT rather than to end-users, such as a virus scanning service for e-mail or an application monitoring service (which Mercury, among others, provides). Managed security services delivered by SecureWorks, IBM, and Verizon fall into this category, as do such cloud-based anti-spam services as Postini, recently acquired by Google. Other offerings include desktop management services, such as those offered by CenterBeam or Everdream.

6. Service commerce platforms

A hybrid of SaaS and MSP, this cloud computing service offers a service hub that users interact with. They're most common in trading environments, such as expense management systems that allow users to order travel or secretarial services from a common platform that then coordinates the service delivery and pricing within the specifications set by the user. Think of it as an automated service bureau. Well-known examples include Rearden Commerce and Ariba.

7. Internet integration

The integration of cloud-based services is in its early days. OpSource, which mainly concerns itself with serving SaaS providers, recently introduced the OpSource Services Bus, which employs in-the-cloud integration technology from a little startup called Boomi. SaaS provider Workday recently acquired another player in this space, CapeClear, an ESB (enterprise service bus) provider that was edging toward b-to-b integration. Way ahead of its time, Grand Central -- which wanted to be a universal "bus in the cloud" to connect SaaS providers and provide integrated solutions to customers -- flamed out in 2005.

Today, with cloud-based interconnection seldom in evidence, cloud computing might be more accurately described as "sky computing," with many isolated clouds of services which IT customers must plug into individually. On the other hand, as virtualization and SOA permeate the enterprise, the idea of loosely coupled services running on an agile, scalable infrastructure should eventually make every enterprise a node in the cloud. It's a long-running trend with a far-out horizon. But among big metatrends, cloud computing is the hardest one to argue with in the long term.

If your organization is looking to take advantage of cloud computing and are not sure what options are available to you, please contact First Direct Corp, so that we can discuss your needs and advise you on what might work best for you.

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So you want to learn SQL?

Posted on 24 October 2013 by Jay Dymond

SQL is a standard language for accessing databases. These SQL tutorials will teach you how to use SQL to access and manipulate data in: MySQL, SQL Server, Access, Oracle, Sybase, DB2, and many other database systems.

What is SQL?

  • SQL stands for Structured Query Language
  • SQL lets you access and manipulate databases
  • SQL is an ANSI (American National Standards Institute) standard

What Can SQL do?

  • SQL can execute queries against a database
  • SQL can retrieve data from a database
  • SQL can insert records in a database
  • SQL can update records in a database
  • SQL can delete records from a database
  • SQL can create new databases
  • SQL can create new tables in a database
  • SQL can create stored procedures in a database
  • SQL can create views in a database
  • SQL can set permissions on tables, procedures, and views

The following is a great tutorial that covers a lot of material about SQL - http://www.w3schools.com/sql/default.asp

In order to write SQL statements you need to know the database table structure, the following is a link to a website that details the GoldMine database table structure. - http://www.enigmaware.co.uk/goldmine/tabledefs/

Finally, here is a guide you can purchase, that covers writing SQL Queries for GoldMine.

 

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Setting up a SQL Server Maintenance Plan to Backup Databases

Posted on 24 October 2013 by Jay Dymond

In this MS SQL Tutorial, we show you how to do SQL Server 2008 R2 database backup using SQL maintenance plans. This is an easy way for you to do Administration things like Backing up a SQL database, Updating statistics and other SQL Server DBA tasks. We show you How to use the Maintenance Plan Wizard, we create new Full database backup on MS SQL 2008. We also show you how to select the backup file location, create output log file with history on the backup process and a daily schedule that is run by the SQL Server Agent. Using the Maintenance Plan Wizard, SQL server Administration tasks are made quite easy and pretty easy to follow. We also go over the events and historical view of an existing SQL Job.

PLEASE NOTE: Your organizations own maintenance plan settings will vary from what is set in this video. For instance, the databases, the amount of weeks worth of data to keep, or how often the backups should run will depend on your organizations needs.  In many cases you will want to run backups every night, and the amount of backups you keep will depend on how much free disk space you have available on your server.

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How To Backup Your GoldMine SQL Database Manually

Posted on 24 October 2013 by Jay Dymond

If you are using GoldMine Corporate or GoldMine Premium Editions, there are times when you will need to backup the GoldMine database manually.  This is done through the MS SQL Server Management Studio wherever SQL Server is installed, and usually where your GoldMine is installed as well. SQL Server, which is GoldMine's database engine, is usually configured with a management job to backup your GoldMine data on a regular nightly basis.  However, if you are about to make some changes to GoldMine and you want to be able to restore to a previous state if things go sideways, you need to be able to make a backup.

Here is a great short video that shows how to perform a manual backup of GoldMine data through the SQL Server MS.  Here it is:

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