Installation Guide VERSION 6.5 11/03 ii Copyright Copyright 2003 FrontRange Solutions Inc. All Rights Reserved. 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. YOU MUST AGREE TO THE TERMS AND CONDITIONS OF THE EULA IN ORDER TO USE THIS SOFTWARE. IF YOU DO NOT AGREE TO THE TERMS AND CONDITIONS OF THE EULA, PROMPTLY RETURN THE UNUSED SOFTWARE IN ITS UNOPENED PACKAGE TO THE PLACE FROM WHICH YOU OBTAINED IT FOR A REFUND. 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 be copied, reproduced, distributed, transmitted, stored in a retrieval system, or translated into any language, without the express written permission of FrontRange Solutions Inc. Contact FrontRange Solutions Inc. at our Web site: www.frontrange.com (Jan. 2003)(GM65111503) GoldMine Installation Guide Copyright iii Trademark Notices FrontRange Trademark Information The following are trademarks or registered trademarks of FrontRange Solutions Inc. and/ or its subsidiaries in the United States and/or other countries: FrontRange SolutionsTM, GoldMine®, GoldSync®, GoldMine® Answer WizardTM, GoldMine® Sales & MarketingTM, GoldMine® Management IntelligenceTM, GoldMine® Manager's ConsoleTM, iGoldMineTM, HEAT®, HEAT® Service & SupportTM, HEAT® PowerDeskTM, iHEATTM, HEAT® Self ServiceTM, HEAT® Manager's ConsoleTM, HEAT® Answer WizardTM, HEAT® Quick Start WizardTM, InfoCenter®, Automated ProcessesTM, First Level Support®, GoldMine® CustomerIQTM, HEAT® CustomerIQTM, CustomerIQTM and other FrontRange products and brands. Other Trademark Information The following are trademarks or registered trademarks of their respective owners/ companies: TRADEMARK OR REGISTERED TRADEMARK ACT!® Adobe and Acrobat Apple®, Beyond Calyx® Citrix® Corel® Crystal Reports® dBASE® dbCAMS+TM Genesis 2000® GoldBox© GraphOn® and GO-Global® Great Plains® Hewlett Packard® IBM®, Lotus®, Lotus Notes®, and Lotus Organizer® InaPlexTM and InaportTM Intel® and Pentium® Intuit®, QuickBooks®, and QuickBooks Pro® KNOWLIXTM LANDesk® Linux ® TM ® ® COMPANY CRM Division of Best Software Inc. Adobe Systems Inc. Mac® OS, and Macintosh® Apple Computer, Inc. Computerese Borland International Inc. Calyx Software Citrix Systems, Inc. Corel Corporation Crystal Decisions dBASE Inc. Financial Computer Support, Inc. Genesis 2000, Inc. copyright of Redstone Softbase Company GraphOn Corporation Great Plains Software Inc. Hewlett Packard Company IBM Corporation Inaplex Limited Intel Corporation Intuit Inc. Peregrine Systems Inc. LanDESK Group Ltd. Linus Torvalds Multiactive Software GoldTM Borland® Interbase® Maximizer Enterprise iv Copyright TRADEMARK OR REGISTERED TRADEMARK Microsoft , Active Directory , Microsoft SQL Server , Internet Explorer®, ActiveX®, Visual FoxPro®, Outlook®, Windows®, Windows NT®, and Microsoft®.NetTM Netcensus® Netilla® Netscape® and Netscape Navigator® NextPage®, Folio®, Folio Views®, Folio Publisher®, Folio Builder®, Folio Integrator®, NXTTM, NextPage TriadTM, NextPage ContentaTM, NextPage Solo, RapidappsTM, MatrixTM, and LivePublishTM Novell® and Netware® OmniRush Oracle ® ® ® ® TM COMPANY Microsoft Corporation Tally Systems Corporation Netilla Networks, Inc. Netscape Communications Corp. NextPage, Inc. Novell, Inc. ® TM (formerly FaxRush ) Z-Firm LLC Oracle Corporation Palm, Inc. Red Hat, Inc. Captaris, Inc. Rolodex Corp. The Sage Group plc SaleMaker Corp. SPARC International Inc. Sun Microsystems, Inc. Sybase, Inc. Symantec Corporation UNIX System Laboratories, Inc. AT&T Laboratories Cambridge Handspring, Inc. Equisys PLC Company PalmTM, MyPalmTM, Palm PoweredTM, Palm.Net®, PalmOS®, and PalmPak® Red Hat® RightFax ® Rolodex® Sage LineTM SaleMaker® SPARC® Sun®, Java, and Solaris® Sybase® SymantecTM, PCAnywhereTM, and WinFax® UNIX® VNCTM Visor® Zetafax® PRO Other products and brands are registered trademarks or trademarks of their respective owners/companies. Copyright FrontRange Solutions Software Product: GoldMine® (Rev. May 2003) v END-USER LICENSE AGREEMENT ("EULA") IMPORTANT ­ READ CAREFULLY THIS EULA IS A LEGAL AGREEMENT BETWEEN YOU ("YOU" OR "LICENSEE") AND FRONTRANGE SOLUTIONS INC. (A DELAWARE CORPORATION WITH ITS PRINCIPAL PLACE OF BUSINESS IN COLORADO), ON ITS OWN BEHALF AND ON BEHALF OF ITS SUBSIDIARIES, DIVISIONS AND AFFILIATES (COLLECTIVELY REFERRED TO AS "FRONTRANGE SOLUTIONS"), FOR THE SOFTWARE PRODUCT IDENTIFIED ABOVE WHICH INCLUDES COMPUTER SOFTWARE AND ASSOCIATED MEDIA AND DOCUMENTATION AND ALL PROPRIETARY PRELOADED CONTENT (COLLECTIVELY "LICENSED SOFTWARE"). BY OPENING THE SOFTWARE PACKAGING, COMPLETING THE SERIALIZATION PROCESS, OR DOWNLOADING, INSTALLING, ACCESSING OR UTILIZING THE LICENSED SOFTWARE OR CLICKING THE "I ACCEPT" BUTTON, YOU AGREE TO BE BOUND BY THE TERMS OF THIS EULA. IF YOU DO NOT AGREE WITH THE TERMS OF THIS EULA, PROMPTLY RETURN THE UNUSED LICENSED SOFTWARE TO THE PLACE FROM WHICH YOU OBTAINED IT FOR A REFUND. 1. Protection/Ownership. The Licensed Software may include software and/or proprietary preloaded content owned by third parties (collectively "Third-Party Owners"). The Third-Party Owners are third-party beneficiaries of this EULA and You agree that all terms of this EULA that benefit and are protective of FrontRange Solutions (including, without limitation, limitations on warranties, representations and liability) shall equally benefit and protect all Third Party Owners and each of their respective parents, subsidiaries, division and affiliates with respect to the Third Party Owners' software and/or proprietary preloaded content and You agree to be bound to them under all the terms and conditions of this EULA, unless and to the extent that a separate license agreement for such software governs. The Licensed Software is protected by copyright and other intellectual property laws. FrontRange Solutions or a Third Party Owner retain ownership of the Licensed Software and the copies of the Licensed Software provided herewith. The Licensed Software is licensed to Licensee for use subject to the terms set forth in this EULA. 2. Grant of License. FrontRange Solutions hereby grants to Licensee and Licensee fully accepts, upon delivery, a nonexclusive, nontransferable and perpetual (unless earlier terminated as provided below) right to use only the executable version (no source code) of the Licensed Software for its own internal business purposes. Installation of the Licensed Software entails completion of a serialization procedure in which You will be required to enter a serialization code(s) provided to You as a part of the Licensed Software. You agree not to disclose the serialization code(s) provided to You to any third party other than an authorized FrontRange Solutions reseller ("Reseller"). The serialization code indicates to the loaded Licensed Software the number of authorized concurrent users covered by the license. 3. Scope of License. You are allowed only the number of concurrent users of the Licensed Software as shown in the corresponding purchase order or other order confirmation form. The number of authorized concurrent users covered by the license will be visually displayed to You during the serialization procedure. A remote user accessing the Licensed Software (via a web-enabled product) is considered to be utilizing one concurrent user license. Nothing in this paragraph shall limit Licensee from allowing its employees, agents or representatives or the employees, agents or representatives of Licensee's parent, subsidiaries or affiliates, if any, from accessing or using the Licensed Software for Licensee's own internal business purposes; provided, however that the total number of concurrent users does not exceed the number of authorized concurrent users covered by the license. 4. Additional users. If You wish to expand the number of authorized concurrent users covered by the license You may be able to purchase the additional licenses from FrontRange Solutions or a Reseller. Such added licenses will be affected by the provision of additional serialization code(s) by FrontRange Solutions. vi Copyright 5. Transfer. To the maximum extent permitted by applicable law, Licensee may not resell or otherwise transfer for value the Licensed Software. Notwithstanding the foregoing, Licensee may assign all of its licensed rights and duties under this EULA to a third-party that: (a) directly or indirectly controls Licensee; (b) is controlled by or under common control with Licensee; or (c) purchases all or substantially all of Licensee's assets; provided, however, that (i) Licensee gives written notice to FrontRange Solutions of the transfer or assignment; (ii) the permitted third-party assignee agrees to be bound by all the terms herein and completes and returns a registration card or other requested transfer documentation to FrontRange Solutions; and (iii) in no circumstance shall any transfer or assignment, unless specifically agreed upon in writing, (y) release Licensee from any prior outstanding obligation under this EULA, or (z) allow Licensee or Licensee's transferee or assignee, collectively, to utilize more licenses than the number of licenses authorized under this EULA. If You transfer the Licensed Software, You must simultaneously transfer possession of all associated media and documentation, and remove all Licensed Software from Your computers. 6. Restrictions You agree not to copy the Licensed Software except for backup and disaster recovery purposes, or as described in the documentation comprising the Licensed Software. If You make backup copies of the Licensed Software, the original copy of the Licensed Software and all backup copies that You make may not leave your control and are owned by FrontRange Solutions or a Third Party Owner. You agree that this is a license only and that no title passes to You. You agree not to challenge FrontRange Solutions' rights in or otherwise attempt to assert any rights in the Licensed Software, except those provided under this EULA. You agree not to disclose, modify, decompile, translate, disassemble or reverse engineer the Licensed Software. You agree not to distribute, rent or lease the Licensed Software. You agree not to use the Licensed Software as a commercial hoster or application service provider. You agree not to use the Licensed Software except as expressly permitted under this EULA. You acknowledge that the Licensed Software contains information deemed confidential or otherwise proprietary to FrontRange Solutions or a Third Party Owner, and You agree to handle the Licensed Software with at least the same degree of care employed with respect to Your own confidential or proprietary information. 7. Links to Third-Party Sites. You may link to third-party sites through the use of the Licensed Software. FrontRange Solutions is providing such links to you as a convenience only. FrontRange Solutions does not generate or control the content of the third-party sites and is not responsible for and does not endorse the policies, practices or contents of any third-party sites. 8. Warranty/Remedy/Limitation of Liability. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE WARRANTY AND REMEDY SET FORTH BELOW ARE EXCLUSIVE AND IN LIEU OF ALL OTHER WARRANTIES AND REMEDIES, ORAL OR WRITTEN, EXPRESSED OR IMPLIED. Except as provided for in this EULA, no FrontRange Solutions reseller, dealer, agent or employee is authorized to modify or add to the following warranties and remedies. FrontRange Solutions warrants that for a period of ninety (90) days following delivery of the Licensed Software (i) the media on which the Licensed Software is furnished shall be free from defects in materials and workmanship under normal use; and (ii) the Licensed Software will perform substantially in accordance with FrontRange Solutions' user documentation accompanying the Licensed Software. FrontRange Solutions does not warrant that the Licensed Software will meet Your requirements or that the operation of the Licensed Software will be uninterrupted or error free or that all defects will be corrected. This Limited Warranty is void if failure of the Licensed Software has resulted from accident, abuse, modification, or misapplication of the Licensed Software. The aforementioned warranty specifically excludes Third-Party Owners' proprietary preloaded content. If You believe there is a defect in the Licensed Software such that it does not meet the Limited Warranty provided above, You must notify FrontRange Solutions in writing within the 90-day warranty period. FrontRange Solutions' entire liability and Your exclusive remedy with regard to the Limited Warranty, shall be, at FrontRange Solutions' sole discretion, either repair or replacement of the Licensed Software or a refund of the amount paid by You for the Licensed Software (provided in that case that You also return the Licensed Software). Any repaired or replacement Licensed Software shall be warranted for the remainder of the original warranty period. Copyright To the maximum extent permitted by applicable law, except as provided above, FRONTRANGE SOLUTIONS MAKES NO WARRANTY OR REPRESENTATION, EITHER EXPRESSED OR IMPLIED WITH RESPECT TO THE LICENSED SOFTWARE, ITS QUALITY, PERFORMANCE, MERCHANTABILITY, OR FITNESS FOR A PARTICULAR PURPOSE OR THAT ANY PROPRIETARY PRELOADED CONTENT IS TIMELY, ACCURATE OR ERROR FREE. vii UNLESS BOTH EXPRESSLY REPRESENTED AND AGREED IN WRITING, THE LICENSED SOFTWARE IS NOT DESIGNED, OR INTENDED FOR USE IN ANY MEDICAL, LIFE SAVING OR LIFE SUSTAINING SYSTEMS, TRANSPORTATION SYSTEMS, NUCLEAR SYSTEMS, OR FOR ANY OTHER MISSION CRITICAL APPLICATION IN WHICH THE FAILURE OF THE LICENSED SOFTWARE COULD CREATE A SITUATION WHERE SUBSTANTIAL PROPERTY DAMAGE OR PERSONAL INJURY OR DEATH MAY OCCUR. FRONTRANGE SOLUTIONS AND ANY THIRD-PARTY OWNERS RECOMMEND AGAINST, AND DISCLAIM ANY LIABILITY FOR, USE OF THE LICENSED SOFTWARE IN ANY SUCH APPLICATION. You understand and acknowledge that FrontRange Solutions will not be liable for network-related problems attributable to the operation of the Licensed Software and that network configuration changes may affect the system's performance. To the maximum extent permitted by applicable law, and except for liability arising under paragraph 9 below, FrontRange Solutions' entire liability under this EULA shall be limited to the amount paid by You for the Licensed Software. IN NO EVENT WILL FRONTRANGE SOLUTIONS BE LIABLE FOR INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE LICENSED SOFTWARE, even if advised of the possibility of such damages. In particular, and without limitation, FrontRange Solutions shall have no liability for any data stored or processed with the Licensed Software, including the costs of recovering such data. 9. Indemnification. FrontRange Solutions represents that it has the right to grant to Licensee the license to use the Licensed Software as set forth in this EULA without violating any rights of any third party and that there is no actual or threatened suit by any third party based on an alleged violation of such right by FrontRange Solutions. FrontRange Solutions will defend, indemnify and hold Licensee harmless from any third party claim that the Licensed Software infringes any copyright, trademark or trade secret owned or controlled by the third party; provided, however, that (i) FrontRange Solutions shall be notified promptly in writing by Licensee of any such claim; (ii) FrontRange Solutions shall have sole control of the defense of any action on such claim and all negotiations for its settlement or compromise; (iii) Licensee shall cooperate with FrontRange Solutions, at FrontRange Solutions' expense, in a reasonable way to facilitate the settlement or defense of such claim; (iv) such claim does not arise from Licensee's modifications not authorized by FrontRange Solutions; and (v) should the Licensed Software become, or in FrontRange Solutions' opinion likely to become, subject to such claim of infringement, then Licensee shall permit FrontRange Solutions, at FrontRange Solutions' option and expense, either (a) to procure for Licensee the right to continue using the Licensed Software, or (b) to replace or modify the Licensed Software so that it becomes noninfringing and performs in a substantially similar manner to the original product, or (c) upon failure of (a) or (b), despite the reasonable efforts of FrontRange Solutions, to terminate this EULA and return the license fee paid by Licensee for the Licensed Software. 10. Maintenance and Support. FrontRange Solutions provides maintenance and/or technical support (including upgrades and enhancements) for the Licensed Software only through separate Agreements. Please contact FrontRange Solutions or the place from which You obtained the Licensed Software if You wish to obtain maintenance and/or technical support through the execution of such an agreement. 11. Export Control. You may not export, ship, transmit, or re-export the Licensed Software in violation of any applicable law or regulation, including, without limitation, the Export Administration Regulations issued by the United States Department of Commerce, or any such similar law or regulation issued by such other governmental entity which may have jurisdiction over such export. viii Copyright 12. United States Government Restricted Rights. THIS SECTION APPLIES ONLY TO LICENSING OR USE BY THE FEDERAL GOVERNMENT OF THE UNITED STATES. The Licensed Software is provided with RESTRICTED RIGHTS. Use, duplication, or disclosure by the federal government is subject to restricted rights as set forth in subparagraph (c)(1)(ii) of The Rights in Technical Data and Computer Software clause at 252.227-7014 for DOD contracts and at FAR (48 CFR 52.227-19) for civilian agency contracts or other comparable agency clauses. 13. Termination. Your right to use the Licensed Software continues until this EULA is terminated. You may terminate this EULA at any time by destroying all of Your copies of the Licensed Software. This EULA will automatically terminate if You fail to comply with the material terms of this EULA. Upon any termination, You agree to remove all Licensed Software from Your computers, destroy all copies of the Licensed Software, and, upon request from FrontRange Solutions, certify in writing Your compliance herewith. 14. Severability. If any of the terms, or portions thereof, of this EULA are invalid or unenforceable under any applicable statute or rule of law, the court shall reform the contract to include an enforceable term as close to the intent of the original term as possible; all other terms shall remain unchanged. 15. Whole Agreement. This EULA and any applicable FrontRange Solutions order form or maintenance and support agreement or like document constitutes the entire agreement between You and FrontRange Solutions relating to the subject matter hereof, and any additions to, or modifications of, this EULA shall be binding upon the parties only if the same shall be in writing and duly executed by You and by a duly authorized representative of FrontRange Solutions. THE TERMS AND CONDITIONS OF ANY CORRESPONDING PURCHASE ORDER OR OTHER ORDER CONFIRMATION FORM RELATING TO THE LICENSED SOFTWARE ARE ONLY BINDING ON FRONTRANGE SOLUTIONS IF SUCH TERMS AND CONDITIONS ARE AGREED TO IN WRITING IN ACCORDANCE WITH THE PRIOR SENTENCE AND IN A DOCUMENT OTHER THAN THE PURCHASE ORDER OR OTHER ORDER CONFIRMATION FORM. 16. Waiver. The waiver or failure of either party to exercise in any respect any right provided for in this EULA shall not be deemed a waiver of any further or future right under this EULA. 17. Assignability. This EULA shall inure to the benefit of, and is freely assignable to, FrontRange Solutions' successors and assignees of rights in the Licensed Software. 18. Resellers. If Licensee acquired the Licensed Software through a Reseller, Licensee acknowledges that (i) payment and delivery terms for the Licensed Software must be established separately and independently between the Licensee and the Reseller; (ii) this EULA constitutes the entire agreement between the Licensee and FrontRange Solutions regarding the license rights for the Licensed Software as described above and is controlling; (iii) the terms and conditions of any purchase order or any other agreement between the Licensee and the Reseller are not binding on FrontRange Solutions; (iv) the Reseller is not FrontRange Solutions' agent and is not authorized to alter, amend or modify the terms of this EULA or to otherwise grant any license or other rights relating in any way to the Licensed Software; and (v) Licensee's nonpayment of any amount due to a Reseller or any other relevant third party relating to its licensed rights under this EULA shall constitute a basis for FrontRange Solutions' termination of this EULA. Licensee further acknowledges that FrontRange 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. TABLE OF CONTENTS Contents Introduction Welcome to GoldMine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 About this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Audience and Expertise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 GoldMine Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 GoldMine Manuals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Contact Us . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Our Support Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 FrontRange Solutions Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 System Requirements Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Server Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Shared Workstation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Undocked/Single-user Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . GoldMine Link for Outlook Requirements . . . . . . . . . . . . . . . . . . . . . . . . 1-1 1-2 1-2 1-4 1-5 1-6 1-6 Installing a GoldMine 6.5 D-License Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . GoldMine CD Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Installation Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1 2-2 2-3 2-3 x Installation Checklists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 Single-user Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 Shared Server Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6 Shared Workstation Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . 2-7 Single-user Installation Checklist for Undocked Sub-license . . . . . . . . . 2-8 Running a Single-user Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9 Running a Shared Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15 Running a Shared Workstation Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 2-20 Sharing the GoldMine Folder on the Server . . . . . . . . . . . . . . . . . . . . . . . 2-20 Mapping a Drive on the Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21 Running the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-22 Installing a GoldMine 6.5 (Corporate Edition) E-License Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1 GoldMine CD Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3 Installation Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3 Installation Checklists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Server Setup Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Shared Workstation Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . 3-7 Undocked User Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8 Running a Server Setup Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9 Installing the Custom Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16 Running a Workstation Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18 Sharing the GoldMine Folder on the Server . . . . . . . . . . . . . . . . . . . . . . . 3-19 Mapping a Drive on the Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20 Running the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21 Running an Undocked User Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24 Licensing and Registration Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . General Licensing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . License Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . License Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . License Serial Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Licensing with a Master License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Licensing with a Site License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Licensing with an Undocked License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1 4-2 4-2 4-4 4-4 4-5 4-7 4-8 GoldMine 6.5 xi Licensing Following Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-9 Creating Sub-licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13 Creating Sub-licenses for Remote Offices . . . . . . . . . . . . . . . . . . . . . . . . . 4-13 Creating Sub-licenses for Undocked Users . . . . . . . . . . . . . . . . . . . . . . . 4-15 Upgrading GoldMine Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A-1 Upgrade Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A-2 Upgrading a D-License on a Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A-3 Upgrading an E-License on a Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A-4 Upgrading on a Client Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A-7 Upgrading on Remote Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A-7 Working with the Borland Database Engine Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1 Finding the BDE in \Setup\BDEShare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2 Specifying the Location of the BDE with GM.ini . . . . . . . . . . . . . . . . . . . . . . . B-2 Working with the BDE Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-3 Copying the BDE Configuration to Workstations . . . . . . . . . . . . . . . . . . . B-3 Changing the BDE Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-4 Changing the dBASE Level in the BDE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-7 Granting Access Privileges in Windows XP Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-1 Changing GoldMine Ownership in Windows XP . . . . . . . . . . . . . . . . . . . . . . C-2 Granting Permission to Use GoldMine in Windows XP . . . . . . . . . . . . . . . . . C-3 Installing on a Novell NetWare Network Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-1 Creating the GoldMine Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-2 Running GoldMine from a Root Directory . . . . . . . . . . . . . . . . . . . . . . . . D-2 Configuring the Workstation Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-4 NETX or VLM Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-4 Setting Trustee Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-4 NetWare v2.x: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .D-4 NetWare 3.x and 4.x: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-5 Setting the File Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-5 Installation Guide xii Installing Microsoft SQL Server 2000 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-1 Installing Microsoft SQL Server 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-2 Registering the SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-10 Troubleshooting SQL Errors when Installing GoldMine . . . . . . . . . . . . . . . E-13 Installing GoldMine Link for Microsoft Outlook 2000 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-1 Installing GoldMine Link for Microsoft Outlook . . . . . . . . . . . . . . . . . . . . . . . F-2 Configuring GoldMine Link for Microsoft Outlook . . . . . . . . . . . . . . . . . . . . F-6 Adding GoldMine Fields to Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-8 Configuring the GoldMine Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . F-10 Displaying Information about the GoldMine Link . . . . . . . . . . . . . . . . . . . . F-14 GoldMine 6.5 in this chapter... Welcome About This Guide GoldMine Resources Contact Information INTRODUCTION Introduction Welcome to GoldMine Welcome to GoldMine 6.5. GoldMine is a business contact management tool with sales force and marketing automation functionality for individuals and teams. And with this new version, we have included improvements designed to simplify some of GoldMine's administrative functions and tasks. GoldMine 6.5 is now easier to install, and new conversion wizards help you import contact information from other applications quicker so you can spend less time setting up and more time completing your tasks. GoldMine's greater flexibility for customizing data capture and new capabilities to collaborate with external team members or contacts enable you or your organization to meet your expanding business needs. For a complete description of what's new in this version, see the manual What's New in GoldMine (available on the installation CD) or see the Release Notes (available from the Help menu in GoldMine). 2 Introduction About this Guide This guide describes the basic components and steps for installing GoldMine on your server, client workstations, and undocked computers. Information presented in the Appendixes assists you in integrating GoldMine smoothly with your other technology tools. Audience and Expertise The information in this manual is written for GoldMine users and system administrators performing installations. The manual describes the system requirements, step-by-step installation instructions, and tips for Server Setup, Workstation Setup, and Undocked user installations. This material assumes the user has an understanding of the Microsoft Windows operating system. Document Conventions This document uses the following terms and syntax when explaining steps and procedures: · Menu bar commands and the corresponding menu item are presented as File>>Print. This means you should select the word File on the menu bar, and then click Print in the drop-down menu. · Dialog box, window, menu, and menu bar names begin with uppercase letters and are referenced in bold text when they are the result of an action. For example: "Click OK. The Select a Data Source dialog box appears." Bold text may also be used if needed for emphasis on the first mention of that item. · Command buttons you click on-screen are referenced in bold text or pictured as they actually appear. Example: OK or GoldMine Introduction 3 · Tips are presented in the margins to provide users with alternative procedures or with suggestions for using the feature. · Notes are presented with a line above and below the paragraph; the word Note always appears in bold text. Notes provide information to supplement or emphasize information in the text. · Important Notes are presented with a line above and below the paragraph; the word IMPORTANT is always capitalized and appears in bold text. Important notes provide information essential to the text. · Cautions are presented with the word CAUTION in all capital letters and bold text. Cautions alert users that failure to read and use information provided may result in data loss. · Warnings are presented with the word WARNING in all capital letters and bold text. Warnings alert users that failure to read and use information provided may result in functionality and/or data loss. · Cross-references are presented with a book icon . Cross-references inform users that related or additional information is available in another topic or manual. Installation Guide 4 Introduction GoldMine Resources Documentation to help you understand and use GoldMine is provided in multiple forms and locations. GoldMine Manuals GoldMine offers the following manuals to help you get the information you need: · What's New in GoldMine: This guide provides an overview of the new features of each release. · GoldMine Installation Guide: This guide provides installation, setup, and integration instructions for GoldMine. · Using GoldMine: This guide provides an introduction to the main features of GoldMine. · Administrating GoldMine: This guide provides an introduction to the main concepts and features of GoldMine administration. IMPORTANT: Manuals applicable to the subject application are available in PDF format from the Installation CD-ROM or NetUpdate download or to maintenance customers on our support Web site at support.frontrange.com. Online Help FrontRange Solutions provides an extensive online Help system for most modules. This convenient feature allows you to access step-by-step instructions, overviews, checklists, tips, notes, definitions, dialog box descriptions, and reference information without having to look past your computer screen. You can access the online Help two ways: To Access Application Help Select Help>>Help Topics on the main menu bar. To Access Dialog Box Help Press F1 on the active dialog box or window. GoldMine Introduction 5 Contact Us Our Support Site Do you have a technical question about GoldMine or HEAT products? FrontRange Solutions Support is there to answer your questions and make sure you get the help you need. Visit: support.frontrange.com Select the appropriate section on the navigation bar for quick solutions to technical issues. FrontRange Solutions Inc. U.S. Contact Information Corporate Headquarters: FrontRange Solutions Inc. (a Delaware corporation) 1150 Kelly Johnson Blvd. Colorado Springs, CO 80920 TEL: 800.776.7889 and +1.719.531.5007 Worldwide Contact Information Visit our Web site at www.frontrange.com to find contact information for FrontRange around the world: · United States · Asia Pacific · Europe · South Africa Installation Guide 6 Introduction GoldMine in this chapter... Server Requirements Shared Workstation Requirements Undocked/Single-user Requirements Software Requirements GoldMine Link for Outlook Requirements CHAPTER ONE System Requirements Overview 1 Before you install GoldMine on a network server, a client workstation, or an undocked/single-user computer, it is important to make sure your system meets the system requirements. Minimum and recommended requirements are provided for various environments. Performance considerations are noted to assist you in establishing your business needs. IMPORTANT: This installation guide provides information for installing either GoldMine 6.5 with a D-License and dBASE database or GoldMine 6.5 with an E-License and a Microsoft SQL Server 2000 database. Pay particular attention to the system requirements that apply to your license type. 1-2 System Requirements System Requirements This section lists the baseline system requirements for successful installation and operation of GoldMine. Requirements are listed for the following: · Servers · Workstations · Undocked/Single-user Systems CAUTION: If you are using GoldMine with Microsoft SQL Server, use the "Recommended" requirements instead of the "Minimum." Server Requirements The following recommendations are made for GoldMine servers. Network Operating Systems FrontRange Solutions supports the following network operating systems: · Microsoft Windows 2000 Server/Advanced Server; Microsoft Windows 2003 Server · Novell NetWare 5.0 and 6.0 (only with Microsoft Client for Netware, not Novell intraNetWare Client/Client 32) CAUTION: Novell cannot host Microsoft SQL Server. A Windows Server is required for SQL 2000. For more information on Novell NetWare, see Appendix D, "Installing on a Novell NetWare Network." Network Protocols · TCP/IP (recommended) · IPX/SPX · NetBEUI GoldMine