Document 502, Using GoldMine 4.0 to Synchronize an Undocked Notebook User
Versions of GoldMine prior to the release of GoldMine 4.x relied on problematic and insecure methods of synchronization over a network. These earlier versions also accessed the data files directly with the client initiating the synchronization session controlling the activity. GoldMine 95 and earlier versions without the use of GoldSync were incapable of tracking more than one remote client.
With GoldMine 4.x, the host controls the synchronization session and which remote clients can synchronize by specifying a connection password. This provides data security and protection from unauthorized access by a client. GoldMine 4.x is also capable of tracking more than one remote client by using Sync Profiles. This does require manual intervention each time a different remote needs to synchronize with the host system.
Without GoldSync, GoldMine 95 and earlier versions could only track when one remote last synchronized with the host. Although more than one client could synchronize with the host, GoldMine will only maintain when the last remote synchronized with the host. This can result in data not transferring to all of the remote clients.
With GoldMine 4.x all changes are tracked at a field level by using sync transaction logs. Use of Sync Profiles for each of the remote clients in GoldMine 4.x allows tracking when each client last synchronized. This method can be automated with GoldSync on the host eliminating the need to stop and start the sync processes with profiles for each remote site when it is time for them to sync. With these new features, data is tracked when it was last updated and synchronized eliminating data transfer issues caused by the infrequent syncher.
With GoldMine 95 and earlier versions, the notebook connection method of synchronization operated only if the client accessed the files directly. Connection with this method is not possible with client/server databases.
GoldMine 4.x introduced several connection methods that returned control to the host system. This document covers the direct network connection and TCP/IP connection methods that a client installed on a laptop can use.
This method allows users with undocked licenses to synchronize with the host system manually through the Synchronization Wizard. With a small number of remote licenses this is feasible with out GoldSync and requires more interaction with the user.
1. On a workstation that has access to the host GoldMine system, open GoldMine and select File>>Synchronization>>Sync with another GoldMine Site… to start the Synchronization Wizard. Then select the Start a new session radio button and click on the Next button to proceed.
2. For the Connection Method: select Network from the drop down list, choose the Answer an incoming connection radio button, then click on the Next button to proceed.
3. Leave the Send changed data to remote and Retrieve changed data from remote check boxes checked. Then check the Wait continuously for an incoming connection check box. An Optional connection password: for the remote to connect can also be set. Click on the Next button to proceed.
4. Select All changed records since from the drop down list. Confirm that the date and time is set correctly to the date of the last successful synchronization session. To limit the date that is sent, select a filter or use the currently active filter or group. Click on the Send Options button to specify the records to send to the remote.
5. Select the Contact set: from the list. If the contact set is not listed here, then a file code has not been set. Select the Database files: and Send record types: to include in the transfer set. Click on the Ok button and then the Next button to proceed.
6. Click on the Retrieve Options button.
7. Incoming contact sets will be retrieved based on the file codes for the contact sets in the transfer set. A contact set that does not have a file code set will be retrieved into the Default contact set if one is specified. Check the check box for the Contact set: to enable retrieval of records from the transfer set. Click on the Ok button and then the Next button to proceed.
8. For troubleshooting, the logging options can be selected. Select the Yes, save profile with the following name: radio button and give the profile a name. Click on the Finish button to start the Process Monitor.
9. The Process Monitor will show the name of the process running and the current status in the upper pane. In the lower pane, each step of the session will be listed as it takes place.
10. On the laptop connected to the network, open the local copy of GoldMine and select File>>Synchronization>>Sync with another GoldMine Site… to start the Synchronization Wizard. Then select the Start a new session radio button and click on the Next button to proceed.
11. For the Connection Method: select Network from the drop down list, choose the Connect to remote radio button then click on the Next button to proceed.
12. Leave the Send changed data to remote and Retrieve changed data from remote check boxes checked. Browse to the root directory of the networked installation of GoldMine. Provide the Optional connection password: for the remote to connect if one has been set. Click on the Next button to proceed.
13. Complete steps 4 through 8 starting on page 3 to complete the process.
1. On a workstation that has access to the host GoldMine system, open GoldMine and select File>>Synchronization>>Sync with another GoldMine Site… to start the Synchronization Wizard. Then select the Start a new session radio button and click on the Next button to proceed.
2. For the Connection Method: select Internet (Direct) from the drop down list, choose the Answer an incoming connection radio button, then click on the Next button to proceed.
3. Complete steps 3 through 8 starting on page 2 to complete setting up the host system.
4. On the laptop connected to the Internet or network, open the local copy of GoldMine and select File>>Synchronization>>Sync with another GoldMine Site… to start the Synchronization Wizard. Then select the Start a new session radio button and click on the Next button to proceed.
5. For the Connection Method: select Internet (Direct) from the drop down list, choose the Connect to remote radio button then click on the Next button to proceed.
6. Leave the Send changed data to remote and Retrieve changed data from remote check boxes checked. In the Remote’s Internet IP address: enter the IP address of the remote machine. Provide the Optional connection password: for the remote to connect if one has been set. Click on the Next button to proceed.
7. Complete steps 4 through 8 starting on page 3 to complete the process.
The following is for Windows 9x:
1. Select Start>>Run and type in WINIPCFG to open the IP Configuration dialog.
2. From the drop down list, select either the network adapter card or the installed modem to display the IP Address. Click on OK to close the dialog.
The following is for Windows NT and Windows 2000:
1. Select Start>>Run and type in Command to open a command window.
2. At the prompt, type in IPCONFIG to get the network IP configuration for the machine. This will display all adapters that have IP addresses on the machine. Type in Exit to close the Command window.
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