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Looking to move away from Goldmine 6.7

I have a client that has a small business - single user.

His business relies on Goldmine 6.7 (corporate edition), he was using from a previous job.
I don't believe Goldmine makes products for the single user.

It's had problems in the past that have been resolved, but, I have always felt I was on thin ice with this database. I am waiting for it to fail with no support in sight.

Now my client decides he wants to move to a quicker laptop. At the moment, the GM cd is no where to be found - possibly lost.

Does anybody have any suggestions on a new updated supported application that provides the same funtionality as Goldmine - for a single user?????
I would also need to be able to convert or migrate the existing data over.

I believe ACT is probably going to be the answer. Can anybody shed some light on the possibilty of the above move and how difficult it is going to be?


Thank you for all your help
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GeeMoon
Asked:
GeeMoon
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1 Solution
 
Mike LazarusAct! Evangelist - CRM ConsultantCommented:
Really depends on how much of the data is important to move and what functions you'll need
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GMGeniusCommented:
Moving to something like ACT is possible BUT you will have to also consider what data you will loose.

ACT can import data but not directly from GoldMine and you will need to export the data for import to ACT. you could use an application like InaPort but you will need to then build your own profiles to do the import correctly.

However, GoldMine 6.7 can work on modern systems if you get a professional to help you.

It is more than capable of running in Windows 7 for instance but with some caveats. for example. to use the email functionality with HTML you must have IE7 (with latest build of GM 6.7) .

I have moved GM 6.7 to windows 7 with no problems in the past so I know its possible.

There are companies out there that will suggest you upgrade to latest version but you dont need too.

I even have working copies of older GM version in windows 7 also.

GoldMine is easy enough to move to another system if you know what your doing too,.
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GeeMoonAuthor Commented:
Thank you for your quick response.

As far as the data is concerned, transferring all the contacts and calendar appointments would seem to be the top priority. I will question my client further on Monday.

As mentioned above, the original Goldmine CD is lost. Is it possible to call Goldmine for a replacement CD?

Is Act my only option, aside from convincing my client to leave well enough alone?
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GMGeniusCommented:
You would not need the original CD, the application would not need to be re-installed , only copied. ACT is not your only option but is most likely the cheapest in software cost. but not the simplest to use. I personally dont like it.

Open GoldMine and go to the About Window, then select "System" , select copy and paste it here.

If it is trully Corporate edition you will have an E-00nn-nnn License otherwise you will have a D-00nn-nn... license.

GoldMine 6.7 can be installed against an SQL backend or dBase. but this depends on the License code as to which you are allowed to use.

If SQL then you can use SQL 2008 express with no problems (10gb db limit) or dBase which has a 4gb per table limit.
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Mike LazarusAct! Evangelist - CRM ConsultantCommented:
There are lots of much cheaper ways than InaPort to convert GM data to ACT!

MigrateAdmin is very popular for the large numbers of users making that transition -
http://www.glcomputing.com.au/main/39/1
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GeeMoonAuthor Commented:
OK, I am starting to feel a little more relaxed, knowing I don't have to bend into a pretzel trying to produce a CD I don't have.

I believe the 1st order of business is to move the client to the new system as is - recreate his existing envirnoment, then worry about upgrading or changing his main business application. Part of the reason for this is due to an impossed small window period to accomplish the task and the learning curve my client is not anticapating - Typical user.

So....

I don't want to disrupt the original envirnoment just in case I have to fall back. I assume performing: 'Open GoldMine and go to the About Window, then select "System" , select copy and paste it here', won't disrupt or shut down the previous functionality - I had to ask.
Next, after producing some kind of copy/backup, I am to go to the new laptop and install 2008 Express or dbase (depending on the type of file name I end up with - based on the existing license file) and execute the copy? I just want to be sure on the procedure. This would help me out of a jam and buy me the necessary time require to transition this client properly.
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GMGeniusCommented:
Yes, once I know what license type you actually have, I will be able to tell you the process.

Although when you open GoldMine the splash screens tells you its GoldMine 6.7 Corporate, it does not mean its SQL backend . It depends on that license.
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GeeMoonAuthor Commented:
I went to: About, System and then it gives me a button ' Copy All'. I hit that and it does nothing. No pop up windows or options to paste anywhere.
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GMGeniusCommented:
Copy all will put the details into the clip board, just paste to a notepad or directly in a new comment window on here.

Alternativly take a screen shot of the details
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GeeMoonAuthor Commented:
Sorry bout that.

I guess I was expecting some kind of image or backup. LOL....I didn't realise you were just waiting on some basic info.


Product = GoldMineĀ®
License = D-000N-NNNNNNNN
Versions = GoldMine 6.70.61214,  BDE 500 [4/11/1999],  Windows NT 5.01.2600 Service Pack 3
GoldMine EXE = c:\program files\goldmine\gmw6.exe
BDE DLL Files = C:\Program Files\Common Files\Borland Shared\BDE\
TEMP Directory = c:\docume~1\marc\locals~1\temp\
System Files = c:\program files\goldmine\
GoldMine Files = C:\Program Files\GoldMine\GMBase\
Contact Files = C:\Program Files\GoldMine\common\
Free Disk Space = C: 18,091 MB
Memory (RAM) = 1046 MB
Open Cursors = 13
Logged User = MARC   [Master!]
CAL LangDriver = DBWINUS0  [New RecID]
Contact1 LangDriver = DBWINUS0  [New RecID]
Tx32 version = 801
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GMGeniusCommented:
ok, you have a dbase version running, which is much easier to copy to another system

Just copy the c:\program files\goldmine folder to c:\apps\goldmine on the windows 7 machine

and also copy c:\program files\common files\borland shared\bde to c:\apps\goldmine\setup\bdeshare

Turn off UAC

Open the GM.INI and set the sysdir to c:\apps\goldmine and the golddir to c:\apps\goldmine\gmbase

Open the gmw5.exe and when you attempt to login, hold down ctrl and click OK, you can then edit the contact set path to point to c:\apps\goldmine\common

you should be good to go (apart from attachments)

now you might ask why c:\apps\ and not c:\program files\, windows vista/7 usually has the program files folder as read only once an appliction is installed, UAC off should stop that but I never take that chance.
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GMGeniusCommented:
Attachments paths will still point to the old c:\program files so look for "LinkedDoc" application

I have a copy I can upload later this evening
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GMGeniusCommented:
LinkDoc - rename extension to exe
LinkedDoc.zip
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GeeMoonAuthor Commented:
I opened GM.ini and expected to see:
sysdir to (old directory)
golddir to (old directory)

At that point I was going to make the change to the new directory as you mentioned.

Am I suppose to make new entries?

Also, LinkDoc, when am I suppose to execute that. How does this fit  into your procedure, written above?

Thank you for all your help......I truly appreciate it
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GeeMoonAuthor Commented:
OK

I created the entries w/in the GM.INI
I held down Cntl and Pressed OK while attempting to log in
I was able to change to the new Common folder location.
Success - I was able to open GM. Excellant work .....Thank YOU


You are correct - There are no attachments w/in the existing emails
Link Doc takes care of that? How should I proceed? Just execute the file - LInkdoc.exe?

Thank you again for all your great advice
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GMGeniusCommented:
You didn't need to add the gm.ini entries but it don't hurt .  Execute the Linkeddoc.exe to update any linked documented

Put old path and new path in for  old reports folder and then mailbox\attach folder etc
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GeeMoonAuthor Commented:
Linkeddoc was in compatiable with the current OS.

The new envirnoment is running Win 7 Home Premium 64-bit

Do you happen to have a version for the above?

If you do, and I am able to run it, would I be able to tell what the old paths were when asked the assumed questions within the utility? Is it self explanatory once I run it? Most important, do I have the potential for screwing this up - meaning completely losing the appropriate links to old attachments?

Thank you GMGenius
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GMGeniusCommented:
Run in compatibility mode  it ran on my won 7 64 system

Old path would be  c:/program files/goldmine
New would be c:/apps/goldmine
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GeeMoonAuthor Commented:
I can't seem to get this app to run. I keep getting it's not compatibile and to check the bit version.

I know it's possible to run 32bit apps in 64bit envirnoments.

I tryed  putting Win Home Premium in compatiability mode through the troubleshooter - tryed different xp versions w/ different SP'S. I tried through properties and the compatibility tab - nothing works.

I researched attempting to put Home into XP mode. All my research is telling me I need to upgrade to Pro or Ultimate - Home doesn't support it.

Is there a site to the developer of Linkeddoc?
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GMGeniusCommented:
Did you try run as administrator? its working fine here. I have another more upto date version but this version is used for GM7 - 8 and 9

However It could work with 6.7 as I have just tested it
LinkDoc.zip
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GeeMoonAuthor Commented:
Success!

It opened up without a problem.

Thank you for all your help
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GeeMoonAuthor Commented:
GM Genius was extemely helpful.

All my answers were accurate and quick.


Thank you!
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