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General/Typical setup for goldsync with remotes ... attachments and linked documents.. thanks in advance

Posted on 2006-10-25
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Last Modified: 2013-11-24
SORRY about the length people. PLEASE READ... I've tried to be as informative as possible.

I'm giving maximum points for this.. BC i need it tomorrow :) and theres so much out there.... we need a GOOD ANSWER....

I have conflicting info from everywhere about this. It seems to be a bit of a topic that can get confused.

I have a current issue but to make things easier:

I want to have a remote user synchronise emails and docs they create on the remote laptop (sync) and have these appear on the server.

so local files are c:\apps\goldmine\* and network for other users is g:\apps\goldmine\*

I would like g:\mailbox\attach and f:\* linked documents (has to be this as most clients have a directory structure in place already somewhere else) to sync to the laptop and therefore c:\apps\goldmine\tmplinks and c:\apps\goldmine\mailbox\attach.

likewise, to go the other way and turn the above back into their network location.

What are the remote and server settings.

All sync settings switched on at remote and server (VERY fine with that :) )

Remote:

file|configure|synchorisation settings|linked documents

what are the settings for exactly what i am asking for. BTW - the remote user does have the network drive mapped on the laptop i.e. g: I have seen some stuff say this is NOT good. likewise with network drive F:\ because there are OTHER documents there that are not linked in GM purposely. Completely unrelated.

Im told leave defaults and therefore the following:

Only option 3: "If the original folder cannot be found..." set to lets say c:\apps\goldmine\tmplinks is required

(however bare in mind original goldmine network drive g:\ and files drives f: are mapped on the remote).

and of course "Alow new linked files ..." is ticked.

Still remote:

Edit|Prefences|Internet|More Option|Retrieval

"Attachments directory" = c:\apps\goldmine\mailbox\attach

"Save attachments as linked documents" is ticked
--------------------------

Do you need to mimic these settings on the network user (i.e. server not remote laptop installation of Goldmine) I imagine not because if they use the network version then they would try to save to the c:\apps\goldmine. UNLESS I am missing a trick with the sync settings regarding "original folder". I have seen some people mention a non existent letter like z: drive.

I have tried several different settings, but cannot achieve what i want... the above ^^^^ :)

I want to sync c:\ mailbox location and c: linked docs location to g:\ mailox location and g:\ docs location.

Please help.. Theres so much informaton and so many different people giving suggestions it is hard to work out the true answer.

I have used 6.7 a lot.. i am 7.0 certified and the particular client that I am currently working on is unfortunatley 6.5 ... yes i know .. they need to upgrade.. im getting there.

Many thanks in advance everyone. Who knows.. this may even become a sticky.

Need help on this ASAP... as i have a client synced up after a nasty 4000 attachment problem they caused with a corrupt email. They are synced up but referring to G:\ for their files on the remote. They are 6.5 DBase.

Thanks

Romolo
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Question by:roycasella
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TommyTupa earned 500 total points
ID: 17807489
Since your in a rush I'll point you to a good thread on the subject. Let me know if questions remain and I'll try to answer later.
http://forums.frontrange.com/viewtopic.php?t=33341&highlight=sync+documents+path  

TT
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by:roycasella
ID: 17807556
Thats good Tommy... Thank you...

still slightly in the dark for me.

it looks like bc the network drive is always available then i would need to set "file|configure|synchorisation settings|linked documents "

to a specified folder i.e. "c:\apps\goldmine\tmplinks" on the remotes. This way by the looks of it they will NEVER try to enter onto the f:\ drive where the network files are stored (and network users are linking).

As another question... would i NOT have this problem if the f:\ files network drive was not mapped on the remote as so many people say "leave the defaults".

Also,

how does this effect email attachment retrieval:

Edit|Prefences|Internet|More Option|Retrieval

"Attachments directory" = c:\apps\goldmine\mailbox\attach

"Save attachments as linked documents" is ticked

As I want the network to reflect "g:\mailbox\attach" (a network mapped drive for online/network users) andc:\apps\goldmine\mailbox\attach for remotes when syncing.

I need this to interpret and convert BOTH ways exactly. I cant have it change to lets say g:\tmplinks etc...

Thanks for your response Tommy BTW its 23:08 on Wednesday here at the mo...  my wife is asking me to come home lol.... but my client needs support ... :) FYI re: time.

many thanks in advance...

Romolo
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Author Comment

by:roycasella
ID: 17807762
I have test this with using "specify folder" within "file|configure|synchorisation settings|linked documents "

it does seem to retrieve and send from the remote and the new work version.

However, It does retrieve to c:\apps\goldmine\tmplinks and c:\apps\mailbox\attach

But send to g:\tmplinks for files (OK I understand... no directory structure specified anywhere) and for email attachments. No g:\mailbox\attach. No I know the argument for this is "you should copy the file for where YOU want store it". I totally agree.. G:\mailbox\attach in my opinion is for the usual and SHOULD be able to be emptied out. Files should be saved to REAL locations. Its hard of course if someone has sync'd them in.

I know we can always save another copy really .. if need be .. but really we will be using GoldMine's own links tab to view these and EMAIL IN windows.

I just wanted to check that what i am saying for the above is correct.

g:\tmplinks is the ONLY retrieval to the server... or whatever location you specify.

Many Thanks in Advance to all of you...

Romolo
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Expert Comment

by:TommyTupa
ID: 17809345
I'm having a little trouble deciphiring which questions remain.  However, after reading through your posts it seems you've figured things out for yourself.  Yes, the path specified in sync settings is the retrieval path. And, if possible, replicate the network's paths on the laptop.

The Goldmine world is full of 'tricks' to work around the apps limitations but my past experience leads me to believe the hacks and work-arounds always end up causing more trouble then they're worth and usually end up fueling clients concerns about the application.





 
 
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Author Comment

by:roycasella
ID: 17810370
I am contacting FrontRange but they need to check themselves :)

Do the link for mailbox attachments and files from the remote alwasy have to sync upto something like:

g:\tmplinks.   This also seems to happen for mailbox attach as well even though the following is true:

c:\apps\goldmine\mailbox\attach (REMOTE LAPTOP)

g:\goldmine\attach (REMOTE LAPTOP)

G:\ drive is available on the remote BUT in this scenario the File|Configure|Synchronisation Settings is set to Specified folder c:\apps\goldmine\tmplinks

and prefs:

c:\apps\goldmine\mailbox\attach
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Author Comment

by:roycasella
ID: 17832821
Good thread.. thanks tommy
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Author Comment

by:roycasella
ID: 17832824
Also linked documents mechanics and tlag mechanics are good reads also

:)

thansk everyone for your help

Romolo
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