Universal Search

Your organization might have information stored in many places in your GoldMine Premium Edition database - in e-mails, contact notes, activity notes, linked documents, the Knowledge Base and so on. You might not even know all the information that exists or where it is located because it was entered by another person.

In GoldMine Premium Edition the Universal Search feature is provided as a single view to quickly find out what information is in your system and how to navigate to it.

Universal Search is a one-box search engine that allows you to quickly access a summary view of the information you are looking for, along with links to more detailed information.

With Universal Search you can create a clear picture of your customer because you have access to all the information about your customer in your database whether or not you entered it in the database. Universal Search is very useful for searching on price lists, sales kickoffs, return policies and so on.

IMPORTANT: The Full-Text service must be running in order for Universal Search to return results. This is a separate Windows service that you can configure to start either manually or automatically (Control Panel > Administrative Tools > Services). You can also manually start or stop the service using the SQL Server Management Studio.

Refer to the Compatibility Matrix to determine the version of Microsoft SQL Server compatible with your version of GoldMine. Full Text Search is a database requirement before installing GoldMine.

m For more information about Microsoft SQL Server Full Text Search, refer to the documentation that came with your version of SQL Server.

m For information about other Server Requirements, refer to the GoldMine Installation Guide.

Prerequisites

Before using Universal Search, ensure that you have the following applications installed. Refer to the Compatibility Matrix in order to determine which versions of Microsoft Server or Express are compatible with your version of GoldMine.

■ Microsoft SQL Server

If you are using SQL Server or Express, you must install Advanced Services in order to use Universal Search.

NOTE: Windows Search is not installed by default on some versions of Windows Server. The service can be installed through the Server Manager (Start > Administrative Tools > Server Manager > Roles > File Service > Role Services).

Microsoft Windows Desktop Search Engine. This tool can instantly find documents, e-mail, attachments, and more.

Microsoft SQL Server Full-Text Engine. A full-text indexing and search engine.

For installation and usage information, refer to the Microsoft website.

Security

GoldMine Premium Edition will search e-mails. If the message is accessible through GoldMine, it will be returned by a search and will check access rights for the Calendar and History areas.

The Universal Search feature will not search for information in foreign e-mails.