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. [. . . ] When the process is finished, click Next. The SERVER Installation Completed dialog box appears. 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. Share the GoldMine folder on the server. 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. Sharing may expose other applications, so do not install GoldMine as a root folder of the drive (for example, C:\GoldMine) or directly to Program Files (for example, C\:Program Files\GoldMine). We recommend you install GoldMine to C:\Program Files\GoldMine\ GoldMine. Be sure to install the server copy of GoldMine to this folder. To Share the GoldMine Folder 1. Locate the GoldMine folder on the server (for example, C:\Program Files\GoldMine\GoldMine). Right-click the folder, and then select Sharing. The GoldMine Properties dialog box appears. Name the shared folder "GoldMine. " 6. All GoldMine users must have full control. Click OK to save settings. Note: These steps were documented on a Windows 2000 operating system. If you are using a different operating system, your steps may vary. Installation Guide 3-20 Installing a GoldMine 6. 5 (Corporate Edition) E-License Mapping a Drive on the Workstations We recommend mapping the same network drive on all the workstations accessing the shared GoldMine folder. Using the same network drive letter on all the workstations facilitates GoldMine administration and operations related to linked documents and synchronization. Note: Users at all workstations must specify the same Drive letter (for example, G:\) on all workstations. To Map a Drive 1. On the workstation computer, start Windows Explorer and then select Tools>>Map Network Drive. [. . . ] Select the correct Contact Set and click OK. Installation Guide F-12 Installing GoldMine Link for Microsoft Outlook 2000 8. You are notified of the need to close and reopen Outlook to apply the settings. You are now back on the dialog box where you specified the GoldMine Path. Click OK to exit the Settings Properties dialog box. [. . . ]