Configuring GoldMine Connect
GoldMine Connect is used to install GoldMine Web. For installation information, see the GoldMine Connect Installation Guide.
Use GoldMine Premium Edition to configure GoldMine Connect and allow GoldMine Web access to GoldMine Premium Edition data.
IMPORTANT: Users will not be able to access GoldMine Web without both a user name and a password. Ensure that a password is set for all users when installing GoldMine Connect.
NOTE: For information about User settings see Configuring User Settings for GoldMine Connect
To Configure GoldMine Connect
| 1. | Log in to GoldMine Premium Edition as a Master User |
| 2. | Select Tools > Configure > GoldMine Connect to open the GoldMine Connect configuration dialog |
The dialog contains settings for GoldMine Web.
| 3. | Select the check box to Automatically retrieve and link email messages when a user is logged in to GoldMine Connect. |
| a. | Set the Retrieval interval (in minutes). The default setting is 15 minutes. You can select between 3 to 999 minutes. |
The auto-retrieval process begins shortly after the user logs into GoldMine Web or GoldMine Connect. It continues to run at the interval specified until the user logs out.
| b. | If using IMAP (preferred) as your email protocol, enter the Name of the Sent Items folder. This setting will allow users to retrieve Sent email messages. This functionality is not available for POP. |
For example:
- For Gmail: [Gmail]/Sent Mail
- For Microsoft Exchange Server: Sent Items
English: Sent Items
German: /Gesendete Elemente
Once configured, emails from the Inbox and Sent email folders are retrieved when users connect to GoldMine through GoldMine Web. This applies even if the email address does not exist in GoldMine.
NOTE: If the Sent folder is for a specific email server (for e.g. Gmail), only Sent emails for that server are retrieved for users. Emails for users with Sent Folders on a different email server (such as Exchange) will not be retrieved.
| c. | The GoldMine Messaging Service notification for an alarmed activity can include a link to the activity. |
To create the link, enter the URL
Uniform Resource Locator. The global address of documents and other resources on the World Wide Web. to the GoldMine Connect web server in the text box.
For example: http://<ipaddress>/goldmine
Clicking the link when a user is logged into GoldMine Web opens the activity. If the user is not logged in, the GoldMine Web login screen opens. Users can log into GoldMine Web to access the activity.
Changing Settings in the web.config File.
For GoldMine Web, some default and other settings are controlled by the web.config file, which is usually located in the following directory:
C:\Program Files (x86)\GoldMine Connect\web.config
Open the web.config file using a text editor such as Notepad. You can change the following settings:
■ Default time out period for GoldMine Web. This setting controls the number of minutes a user can be 'inactive' before they are automatically logged out of a session. Once a user is logged out by the system, the license is released and the user must log in again. To change the default, edit the following setting:
<sessionState timeout='30'></sessionState>
The timout number is expressed in minutes. The number of minutes entered will override the IIS Internet Information Services. default setting of 20 minutes. For security reasons we strongly recommend that this setting not be increased. If the setting is changed you must stop and restart the Internet Information Services (IIS).
■ Change logging levels for troubleshooting
The log files are located under: C:\Program Files (x86) \GoldMine Connect\Logs.
The GMConnect.log file is where general server errors are logged. Additional information about user access, server requests and exceptions for GoldMine Web are stored in the associated log file in the ~\Web directory.
