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QuoteWerks Knowledgebase Topic (Article ID 5299)
GoldMine synchronizing - End User perspectiveThis information applies to : |
Article ID 5299 Created/Updated April 6, 2004 Category GoldMine
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How does GoldMine synchronize documents with QuoteWerks? Solution: By Chris Green of Teranex. An End-User's perspective of the QuoteWerks quote synchronization through GoldMine................... OK here is how it works, If you are a workstation user of Goldmine, meaning not a standalone or undocked, then the file that you are linking will need to be located on the server to be sent to laptop users. A workstation user of goldmine and a nsetup.exe installed version of quotewerks(Workstation) creates a quote. Since the goldmine database is really the master database anyway, the link is put into the "Links" section of the lower tabs in the contact record. The link is just that it, does not "Copy" the file, just creates a path to the file on the users workstation machine. In this case the quotewerks is a network install as well as Goldmine, so the quote file (.DTF) is created on the server as well in the q:\quotewerks\dtf folder. I select the network drive share letter "Q" because quotewerks starts with a "Q" no other reason. Now the link is created and the file is created. The link tells goldmine that the file is located on Q:\quotewerks\dtf\xxxx0000.dtf. great! Now a laptop users comes along and wants to sync and get the latest quotes that are out there. Here is the process: 1. the laptop user makes the connection to goldmine master server. 2. Goldmine goes through all of the contact fields looking for updated material since the last time this guy synced. 3. Goldmine finds that a link has been created and then tries to find the file that the link is pointing to. This is where it is important to have an exact same directory structure as the workstation users. I.E. if the users have be installed from the q:\quotewerks directory then the server will need to have a q:\quotewerks directory on it as well. I simply mapped the drive letter q: to the shared folder quotewerks. The qoutewerks book is blurry on this, not much detail is put into the description. A scenario would be good here. Now the server when it goes looking for the linked file in "q:\quotewerks\dtf" locally it will find it locally. If found grabs a copy of the linked document and packages all of this into a encrypted compressed file and send it to the laptop user. 4. Now, Since the link created was pointing to the network share "q:\quotewerks\dtf" Goldmine needs some way to change the file location in the link as well as the actual location of the file. Enter the Edit-Preference-Sync tabs. From here you can dictate what the files and the links attributes are changed to. The "Default path of retrieved Linked Documents" box is where (on the Laptops) you will need to adjust the location of where the files will go and what the links will be changed to. I used "c:\quotewerks\dtf" on all of the laptops and all seems to be working well. Now all of the documents that are copied to the laptops will be stored and the links will reflect "c:\quotewerks\dtf". |
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