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Migrating from Goldmine to Microsoft Exchange

Posted on 2006-07-10
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Last Modified: 2009-10-07
Hello:

I saw this post on the sight:

"I'm looking for information about migrating from Goldmine to Microsoft Exchange. I have a client that uses Goldmine and they are considering getting off of Goldmine and moving to Microsoft Exchange (I could go into lots or reason and pros/cons but that's for another forum). We need to migrate emails, contacts and history. Does anyone know what would be involved, what tools are available or how I can get started researching this?"

Answer:
Email is easy enough.
Configure full Outlook to connect to the Goldmine POP3 server, suck the email out in to a pst file and then import that in to the mailbox.

My questions:
1) Does anyone have more info on this topic
2) How can this email workaround be done, more specifically, I don't quite understand what is needed.

Thanks,

Joseph
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Question by:CEGE
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by:Sembee
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Exchange isn't a CRM, so you may have an issue replacing the CRM functionality in Goldmine with Exchange.
You can do some CRM like activities using public folders and the like, but it isn't pretty.

Otherwise it comes down to a straight POP3 to Exchange migration.
Configure Outlook to point to the Goldmine server as a POP3 server, suck all the email out to a PST file. Then reconfigure Outlook to point to Exchange and push everything back in again.

Contacts will have to be exported to CSV files or something like that. Then imported in to Outlook from that format.
History - I can't remember what the options are for that - I have done a Goldmine to Exchange migration for 18 months.
If Goldmine is being ditched completely, you need to decide how its functionality is going to be replaced. Once you have that, then you can look at getting the date in to Exchange or whatever you are going to use.

Simon.
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by:CEGE
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Hello Sembee:

Sorry I forgot to mention that we are testing out the MS CRM solution, that is why we will be depending on the Exchange server.

So with regard to the POP3 to exchange migration, it's not Outlook that will manage the mails but the MS CRM I believe.
Do you any experience with something similar?

How is this done, I don't exactly comprehend it...."Configure Outlook to point to the Goldmine server as a POP3 server, suck all the email out to a PST file."
--could you explain this..theory wise..I am seeing the outbox and the inbox window and it doesn't quite match up.

Thanks,

Joseph

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Sembee earned 500 total points
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Unless they have changed something, Microsoft CRM still uses Outlook and Exchange. CRM installs a plugin to Outlook to manage the email messages. It is all tightly integrated with one another.

Goldmine is basically a POP3 server. There should be instructions around somewhere on how to connect Outlook to Goldmine. Once you have the connection in place, most email should come out.

However, I will confess that the last Goldmine to Exchange migration I was involved in, there was a specialist doing the CRM bit - I was there to do Exchange.

Simon.
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