Retrieving One-Button Synchronization Profiles

When the GoldSync administrator creates or makes changes to your One-Button 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. Profile, they can e-mail you the profile. One-button synchronization profiles include the One-button Sync option (see Configuring Synchronization Settings) to remind undocked users to synchronize when it detects a network connection.

To Retrieve One-Button Synchronization Profiles in the GoldMine E-mail Center

In the GoldMine E-mail Center, double-click on the e-mail message with the subject line of One-button Sync Profile.

A GoldMine message box appears, indicating the message has a sync profile attached. Click Yes.

The profile installs. The One-button Sync with GoldSync Server

A computer that handles the synchronization processes. menu option becomes active. Use One-button Sync with the GoldSync Server.

To Retrieve One-Button Synchronization Profiles From Another E-mail Client

If an undocked user is using another e-mail client (such as Outlook), the One-Button Synchronization Profile appears as an attachment. The attachment can be saved to the hard drive and retrieved through the Synchronization Settings dialog.

1. Save the One-Button Synchronization Profile attachment to your hard drive (for example: create a \Profile directory in the \GoldMine directory).

In GoldMine, open the Tools menu and select Synchronize > Synchronization Settings.

On the One-Button Sync tab, enter the location or browse to the location of the saved One-Button Synchronization Profile transfer set file.

Click Update to retrieve the transfer set.

The sync profile includes the date and time of its creation. If an undocked user tries to retrieve an earlier profile the following error message displays:

“A newer One-button Sync Profile has been found. To change your Profile settings contact the GoldSync administrator.”