Configuring Synchronization Settings
The 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. Settings dialog box Is available only to users with Master Rights. It allows you define the synchronization options for One-button Sync, retrieving linked documents, running GoldSync as a service, and the overrides to the default time-out settings.
| 1. | Select Tools > Synchronize > Synchronization Settings. The Synchronization Settings dialog box appears. |
| 2. | Configure the tabs: |
One-button Sync
TIP: For additional information, see Retrieving One-Button Synchronization Profiles.
○ This tab is available when you retrieve a one-button synchronization profile. The One-button Sync option is included in the profile.
○ If the Check for a GoldSync connection every minute option is selected, GoldMine checks for network connections 15 seconds after login and prompts the user to synchronize if a network connection and the specified IP address are reachable; however, the GoldSync server might not be listening.
○ In the Instant Sync Connection dialog box, you can synchronize, be prompted again in one minute, or turn off the prompt for the session duration.
○ Clear the Check for a GoldSync connection every minute checkbox if you do not want GoldMine to query you about synchronizing whenever it detects your GoldSync server.
Linked Documents
NOTE: If running GoldSync as a service, you must use UNC paths for the folder location. Mapped drives are not recognized properly by Windows Services.
○ Configures how linked documents are handled in the synchronization process. Configure these options in the Attempt to retrieve linked files to drop-down list:
- Select File's original drive and folder for GoldSync to place the linked documents in the original drive or location. If not found there, GoldSync searches available alternate drives.
Then specify alternative drives in the text box below, telling GoldMine where to retrieve linked documents. For multiple drive entries or shares, separate each drive or share entry by a semicolon (;).
For example, C;\\SERVER\DOCS;D;F;. If the linked documents are not found in the original or alternate drives, GoldSync retrieves the document into the default directory. If you did not assign a directory in default drive and folder, the default directory is the x:\SYSDIR directory\TmpLinks\; typically, the SYSDIR directory is the GoldMine directory.
- Select Specified default drive and folder for GoldMine to retrieve linked documents only to the default directory. If you did not assign a directory in the default drive and folder, the default directory is the x:\SYSDIR directory\TmpLinks\; typically, the SYSDIR directory is the GoldMine directory.
IMPORTANT: The Search for the original folder name on the drives I've specified ONLY option is very important for undocked users who have a server share or mapped drive available. If this option in not checked, the document will remain on the original location and will not be available on the undocked user’s machine.
○ Continue configuring the linked document settings by selecting Allow new linked documents to sync by default for new linked documents to automatically synchronize.
○ Select Backup existing files prior to overwriting them during retrieval (As .BAK files) for GoldSync to place a document in a directory where there is already a file with the same name; this option instructs GoldSync to rename the existing file with an extension of .bak. After the old file is renamed, the new file is saved. This setting can be over-ridden by the sync settings for the Site.
Timeouts
○ Configure the Internet timeout settings.
○ Type or select the Handshake timeout (sec). The handshake setting (the electronic protocol exchanged between two systems when establishing a connection) determines the number of seconds GoldMine or GoldSync waits to complete a handshake routine before disconnecting. The default value is 20 seconds.
○ Type or select the Connection timeout (sec). The connection setting determines the number of seconds GoldMine or GoldSync waits after an interruption in the transmission to continue receiving status data before disconnecting. The default value is 60 seconds.
○ Click set Set Defaults to return all time-out settings to their original default settings.
NOTE: The Set Defaults setting can have a maximum of 600 (sec) for the Handshake timeout and 120 (sec) for the Connection timeout.
GoldSync
○ This tab is available only when GoldSync is installed on your computer. Configures the notification settings if GoldSync appears to fail.
- Send an E-mail if a synchronization error occurred. Activates the e-mail notification options.
- E-mail error messages to this address. Type the e-mail address of the person to notify. Use your address or the address of the GoldSync administrator.
○ When your GoldSync server is running on computer with a Windows 2012 Server, you can run GoldSync as a Service. A service is an application type that runs in the background.
Running GoldSync as a service provides added security by eliminating the need to log onto the computer to start GoldSync. It also saves administrative time since the service can be configured to restart whenever the operating system on the computer starts, thus avoiding the task of manually starting GoldSync.
Install, start, and configure the GoldSync Service from the GoldSync Administration Center toolbar, but use the GoldSync Service tab to manage the service without launching the GoldSync Administration Center.
- Set up GoldSync as Service: Installs the service.
- Uninstall GoldSync Service: Removes the service.
- Configure GoldSync Service: Launches the GoldSync Services Settings dialog box where you start, stop, and automatically start the service.
NOTE: To use the GoldSync Service feature on Windows 10, Windows 8, or Windows 7, you must launch GoldMine using the Run As Administrator option.
| 3. | Click OK to save the Synchronization Settings. |
