Using the Synchronization Wizard

Define a variety of data and communication options to synchronize with a remote GoldMine or GoldSync system. Define the settings needed to create a transfer set or immediately start a synchronization session.

Select Tools > Synchronize > Synchronization

A proprietary remote synchronization process that can update one GoldMine system with new or changed information that has been entered in another GoldMine system. Wizard. The GoldMine Synchronization Wizard dialog box appears.

Select one option:

○ Start a new session. Define settings for a synchronization session. Use these settings once or save for future use.

○ Sync using the settings of a Sync Profile. Synchronizes according to the settings already defined in a profile selected in the drop-down list.

○ Sync using the settings of a GoldSync Site. Synchronizes according to the previously defined settings for the site selected in the drop-down list. The site settings are defined in the GoldSync Administration Center. GoldMine uses only the send and retrieve options for the selected site configuration.

○ Use the following profile/site settings. Specifies the synchronization profile to use during the current session. This option is available only if you select Sync using the settings of a Sync Profile or Sync using the settings of a GoldSync Site.

NOTE: You can delete a synchronization profile selected in the drop-down list by pressing the Delete key on the keyboard.

If you selected Sync using the settings of a Sync Profile or the settings of a GoldSync Site, click Finish to synchronize according to existing settings. The GoldMine Process

A sequence of two or more events, which are the step-by-step instructions that GoldMine evaluates to perform a defined series of activities. Also known as an Automated Process. Monitor appears.

TIP: The Process Monitor (see Monitoring Processes) can float anywhere on the GoldMine screen, or it can be docked to any of the four sides of the GoldMine screen. The window can also be resized to maximize available workspace. For best results, dock the Process Monitor to the bottom of the GoldMine screen.

To verify or change existing settings, click Next to continue to the Connection Method dialog box. (see Configuring the Synchronization Connection Method).