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109 Cards in this Set
- Front
- Back
- 3rd side (hint)
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Which 3 user areas master rights cannot access
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1. Personal Contacts
2. PersonalBase files in the InfoCenter 3. Encrypted e-mail |
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user group members are encrypted in the _____ table.
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User.dbt
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What is the name of the file that stores user settings
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username.ini
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What is the max number of characters for user name?
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8 Char
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Why would an administrator set a force logout option
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to manage a limited number of license and for maintenance purposes
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Should an undocked user update his goldmine version to the host version before synchronizing
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Yes
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T or F
Before upgrading undocked users perform a NetUpdate on the on the main GoldMine system then send them the file gm7setup.exe |
T
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Which license type is the installation file gm7setup.exe based?
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License type E
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T or F
Undocked users use netUpdate to sync with the master site. |
F
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Which two files stores the user parameters information?
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username.ini - preferences
username.tbi - task bar settings |
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How would you copy one users task bar setup to another user without using the admin functions?
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Copy the user's .tbi file to the other user and rename
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How would you copy toolbar settings between users?
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In the Username.ini is a section called [TOOL16]. When creating a toolbar configuration for a user, copy the [TOOL16] section from one username.ini and paste it into another username.ini.
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How many custom screens can be created in GM
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25
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How many custom fields can be placed on a custom screen
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250
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Which table stores the custom screen information?
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Fields5
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Which three tables store the user defined fields information
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Contact2, ContuDef and Fields5
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How many characters can a label store?
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15 char
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T or F
Changing the field order position of Company, Contact, Phone1, or any of the Key 1– 5 fields cannot cause problems |
F - Make these changes will cause problems especially with synchronization and querying the database.
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T or F
The notes tab can handle up to 64,000 characters |
T
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What would you type in the field label box when editing a field property?
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** - two asterisks
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When creating F2 lookup tables how would you setup coded entries with descriptive information?
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entry//description - To place a coded entry with descriptive information in the lookup list, type two
slashes (//) after the entry, followed by the description. The entry for the field is treated like a comment, and displays the descriptive text in the field. |
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When setting up the Products Lookup list how would you enter price and description?
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Description//Price - The Products lookup list functionality differs from other F2 lookup lists. In addition to the product name, it may also contain the price of the product. This functionality exists in the Product field of “Schedule a Forecasted Sale”, “Complete a Sale” and “Completed Sale” dialogs. The syntax of price info is as follows: “ProductName // Price”
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Which version of IE does BM+View uses
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IE 6.x and above
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What is a Record Type and how is it created?
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Use the Record Types Administration Center to create Record Types based on combinations of different Primary Field Views, Custom Screens, and GM+Views, and apply them in GoldMine based on your user-defined Record Type Rules. The full record type combination (Primary Field View, Custom Screens, and GM+View) is an "entity."
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What are record type rules?
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Create and apply Record Type Rules to govern what record type displays based on a field value-based or dBase expression-based rule, or to disable the rules. Rules can be as simple as when the value in the Acct. Type field is Property display the Property record type; when the value is Buyer, display the Buyer record type; or when the value is Seller, display the Seller Record type.
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List the six tables a report can be created from?
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1. Contact1: Top four quadrants of the Contact Record and the Summary and Notes tabs.
2. Contact2: Fields tab and user-defined fields. 3. ContSupp: Contacts, Details, Referrals, and Links. 4. Cal: Calendar and Pending tab. 5. ContHist: History tab. 6. OpMgr: Opportunity Manager. |
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List the special fields that can be incorporated in your report?
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1. Dialog: Prompts users to input data used within the report.
2. Calculations: Calculates the total or performs other mathematical operations. 3. Macros: Places multiple fields in the report. Macros are like those used within GoldMine/Microsoft Word templates. |
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When saving Goldmine reports what file extension should be used?
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.fp
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What are Answer Wizard Reports
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Answer Wizard is a reporting tool letting users run detailed reports about company issues and trends. When selecting a report from the Answer Wizard tree, the wizard prompts you to answer questions related to the output of your report, such as content parameters and printing options.
Answer Wizard may prompt you to answer report-specific questions, such as date and time ranges, priorities, and so on. The wizard then runs these specifications against information in your database and returns the results. |
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How would you install the Answer Wizard report function?
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The Answer Wizard is installed when you select Management Intelligence during a custom installation of GoldMine using an E-license.
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T or F
In a networked environment the Answer Wizard is installed on the host computer only. |
FALSE
In a network environment, Answer Wizard must be installed locally (on the computer of those individuals using the reports). |
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How do you launch the Answer Wizard?
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To launch the Answer Wizard, click Start on the Window taskbar and select
Programs>>GoldMine>>Answer Wizard. |
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In the auto dialer setup how does Goldmine distinguish between a local and long distance call?
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A user-created, configuration settings file called predial.ini that is placed in the GoldMine folder handles the differentiation between local and long-distance calls.
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T or F
In a GoldMine Corporate Edition installation, the shared database files and Contact files are hosted on the database server while licensing and user files remain local to the GoldMine folder. |
True
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T or F
In a network environment, you can run workstations from the executable on the server. You can also install GoldMine's executable files locally to a workstation if the data files are centrally located and accessible to all GoldMine users. |
True
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T or F
The Goldmine executables should be two levels deep in the in a directory structure |
False
The main GoldMine executables should always be one level deep in a directory structure. The path to GoldMine should be x:\GoldMine, where x is the network drive where GoldMine is installed. Installing by using Universal Naming Convention (UNC) paths, the server path should be \\server\GoldMine\GoldMine or \\server\sharename\GoldMine. |
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Is the license and user files stored in the database?
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No
In a GoldMine Corporate Edition installation, the shared database files and Contact files are hosted on the server database while licensing and user files remain local to the GoldMine folder. |
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List the other names for Goldmine Files
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GoldMine tables, GoldMine database, or GMBase, are tables storing shared database information. Although you may have multiple Contact Sets, you should only have one set of GoldMine files.
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How does the Goldmine Corporate Edition Answer Wizard access the database?
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GoldMine Corporate Edition Answer Wizard use Open Database Connectivity (ODBC). When GoldMine is installed, it creates default data sources in the ODBC Data Source Administrator.
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Whats the name of the default ODBC DSN created by Goldmine CE?
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The default data source is GM Sales_Mktg.
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List all 12 Goldmine Tables (not contact table).
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Cal - Schedules
Mailbox - Mail OpMgr - Opportunity and project OpMgrFld - Op and Proj fields PerPhone - serves as personal contacts (Rolodex) Report32 - report definition ResItems - Resources created Scripts - telemarketing branch scripts SPFiles - is the directory of the GoldMine Contact Set databases. SysLog - records errors occurring when using the database tables. Tracks - Automated processes tracks UserLog |
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List all 8 Contact Tables.
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Contact1
Contact2 ContSupp ContuDef ContHist ContGrps - header defining each group and the members of the groups. ContTlog - synchronization information for the contact set. ContHist |
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Which database function is used to convert database from dBase to SQL server or Firebird?
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Rehosting
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What would you do if you got the error message "ODBC drivers
are not present" while creating a new firebird database |
Install the ODBC driver first, then copy the FBclient32.dll to the GoldMine
installation directory. |
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What is the function of the Database Alias Manager
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The Database Alias Manager lets you establish an alias for each database management system used with GoldMine. An alias is required to connect your database to the application. It tells GoldMine where to find the database, collecting information from which to build the ADO connection string.
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What would you do if you got the error message "ODBC drivers
are not present" while creating a new firebird database |
Install the ODBC driver first, then copy the FBclient32.dll to the GoldMine
installation directory. |
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Stopped at page 82
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82
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What is the character limit for db alias?
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100 character
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When aliased databases are created where is the ADO connection string stored?
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In an INI File called dbalias.ini.
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During installation what is the default path for the Firebird database file?
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By default the GoldMine installer creates an initial database file in \\\\Program Files\\\\GoldMine\\\\Data\\\\GOLDMINE.fdb. It is advisable to keep the same file naming convention and create additional database files in the same folder and maintain the same .fdb extension.
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What is the default Firebird login?
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By default, during GoldMine installation, the installer gives you the option to create a login:
GMSYSDBA. If you accepted this default value at the time of the GoldMine installation, enter GMSYSDBA in this field. Otherwise the value you specified during installation should be entered. |
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How does Goldmine prevent users from accessing the system during backup and database maintenance?
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Before the maintenance begins, GoldMine ensures no other user is accessing that data. Once the operation is in progress, GoldMine prevents other users from accessing the system by renaming the License.bin to License.bix. When maintenance is completed, the license renames back to
License.bin. |
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List all 8 logs you will see when to go to View>>GoldMine Logs.
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1. Process Monitor Logs: Activities recorded in the GoldMine Process Monitor.
2. Maintenance Logs: Dates and outcomes of database maintenance procedures. 3. Users' Login Logs: Users' login activity. 4. Sync Wizard Logs: Dates and details for GoldMine synchronization. 5. GoldSync Logs: Details about GoldSync synchronization. 6 Contact Files Logs: Changes made to the Contact Set files. 7 GoldMine Files Logs: Changes made to GoldMine files. 8 Error Logs: Details of errors. |
There are 8 in total
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List the environments that Firebird can operate in?
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Windows
Linux Unix |
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Firebird uses Microsoft technology ActiveX Data Objects
(ADO).However, which version of MDAC does it use? |
2.6
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During installation Goldmine installs the Firebird database. What is the default database name, login and password?
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db name: Goldmine.fbd
Login: SYSDBA password: masterkey |
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What is the name of the command line tool that comes with Firebired?
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ISQL
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List three recommended Firebird database tools
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FlameRobin
FeniSQL IBExpert |
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What is the function of the Firebird command line utility gsec?
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Firebird comes with a command-line tool called gsec that is used to manipulate user accounts. You need to be in the Power user group on Win and root on Linux.
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What is the gsec command syntax?
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Windows: gsec -user sysdba -password masterkey -database
"localhost:C:\Program Files\Firebird\Firebird_1_5\security.fdb" Unix or Linux: ./gsec -user sysdba -password masterkey -database Next at the prompt--> GSEC>modify user -pw newpassword |
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What are the three steps in creating SQL Server Databases
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Where would you go to clean up dos notes?
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1. Select Tools>>Import/Export Wizard>>Clean up DOS Notes. The Clean up DOS
GoldMine Notes dialog box appears. 2. To start the conversion, click Go. |
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T or F
You can undo a merge/purge. |
False. Changes are permanent. Back up before proceeding.
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Why was the "Move Linked Document and Attachments" feature added to Goldmine?
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(Split data from executables) Vista requires a split-path installation for proper operation. This feature allows you to move all documents and attachments currently linked to GoldMine contacts to a storage location outside of the Program Files directory, which is automatically set to "read only" in Vista.
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What should be backed up on a regular basis?
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1. Goldmine Contact Data
2. Setup Data 3. Program Files For SQL and FireBird databases use special tools. |
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List four precautions to prevent corrupt index in GMCE database.
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1. Never turn off or reboot your PC before completely exiting GoldMine.
2. Network users should log out of the file server before powering down the PC. 3. Use a battery backup device.UPS 4. Single-user installations should run ScanDisk.exe or a similar utility to test the integrity of your disk drive. |
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What is the main purpose of verifying a Database?
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Verify checks data for readability. It checks to see if all fields in the synchronization records of the database files are populated and for any duplication of unique fields.
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What is database indexing?
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Ensures data integrity and quick access to the data in indexed fields.
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What happens during database rebuilding and packing?
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Creates fresh data files and builds tables, then repacks the
database minus deleted records. |
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When using the import export function, which two tables are involved?
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Contact1 and Contact2
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List four common thirdparty software used to import calendar, supplemental contact information, or history records
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Goldbox Utilities
Inaport CRMSwitch Beyond Gold |
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List the file formates you can import/export data in Goldmine
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DBF File
ASCII (Text) files - delimited SDF (fixed length) XML file |
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T or F
The lookup.ini file is created at installation. |
False
Lookup.ini does not exist in GoldMine until you create it using a text editor. It writes as a standard configuration file, similar to the Win.ini and System.ini files and stores in the GoldMine directory. |
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List five functions of Lookup.ini
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1. Update Contact1 or Contact2 based on data entered contact field
2. Update Contact1 or Contact2 field based on expression 3. Launch external application based on expression or field entry 4. Apply an activity color code to calendar activities based on either an activity type, an activity code, or both. 5. Launch an external application when a new record is created. |
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Describe the licensing requirement for synchronization to occure.
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To synchronize, each GoldMine system must have a unique license number. However, a user working on a GoldMine network can create a GoldMine sublicense to work on an undocked basis
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What is a transfer set?
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During remote synchronization, GoldMine creates a transfer set that is a database of all the changes made to a GoldMine database during a specified cut-off date.
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Describe the three steps involved in synchronization.
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1. Transfer set is created
2. Systems connect and exchange data 3. Retrieving system incorporates the changes into database |
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How are TLogs used?
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GoldSync uses Tlogs to keep track of changes to each field in the database and to track new records. Changes you make to your GoldMine data are tracked to the millisecond and stored in the Tlogs.
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When creating a new remote site, is it OK to just copy the host database tables to the remote site?
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NO
This causes problems with synchronization. Remote sites should be set up with a fresh installation of GoldMine, and the data should be synchronized with the main GoldMine site. |
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Why if running GoldSync as a service, you must use UNC paths for the folder location?
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Mapped drives are not recognized properly by Windows Services.
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How do you install and configure GoldSync as a service?
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Install, start, and configure the GoldSync Service from the GoldSync Administration
Center toolbar, but use the GoldSync Service tab to manage the service without launching the GoldSync Administration Center. |
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List the two main benefits for running GoldSync as a service.
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1. Added security - no need to logon to start Goldsync
2. Saves admin time - no need to start service when computer is rebooted. |
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What are the main uses of Sync Spy?
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Check record updating in sync log
view sync stamp, log stamp, field name and user |
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What is the licensing requirement for Host and Remote site for GoldSync to work?
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Host - Master License
Remote - Undocked or Sublicense |
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List the SQL Server versions support by GM 7.3 to 7.5 and 5.0 to 7.0.
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7.3 to 7.5 - Server 7.0, 2000 and 2005
5.0 to 7.0 - Server 7.0 and 2000 |
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What is the recommended maximum number of sessions per GoldSync server.
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10
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When configuring the GoldSync IP to IP/Network config, which port is used?
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5993
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How is the transfer set secured during a GoldSync synchronization?
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All transfer sets are encrypted at 128 or 32 bits
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Which Goldmine license does not have access to the GoldSync Admin Center?
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Systems with U licenses do not have access to the GoldSync Administration Center.
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What is the recommended database browsing utility one should use when view the transfer set data?
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BR7 from redstonesoftbase.com
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Briefly describe how WebImports work?
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1. Set up website to collect prospect info
2. Create a Web form in Goldmine 3. Install web form and script in website 4. When prospect submits web form a email is sent to a special Goldmine email address 5. Goldmine recognizes import instructions and creates contact |
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What is the email content type found in the header of a Goldmine webImport email?
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Content-Type: application/x-gm-impdata
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Describe how to setup a password on the web import email.
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1. Create a [WebImpPassword] section in the GM.INI
2. Add passwords to this section by entering Passwordx=value, where x is a number up to 999 3. In the [Instruction] section of the web import file enter Password=value |
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Fill in the blanks.
To control calls, Softphone uses __________. To send and receive voiceover IP, Softphone uses _________. |
To control calls, Softphone uses Session Initiation Protocol (SIP). To send and receive voiceover IP, Softphone uses Real-time transport protocol (RTP).
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List the types of Master Licenses.
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E - Corp Edition - for SQL Server, Firebird and GoldSync
G - GoldSync O - Goldmine Outlook Integration |
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List the Sublicenses.
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U - Undocked
S - Site License Y - GoldSync Sublicense for remote office |
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What are the components of a license?
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License type - 1
Number of users - next 4 Version - next 2 HDA Number - next 6 Serial Number - next 15 Key Code - next 15 |
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Net-Update is used to register GoldMine, update your version of GoldMine, or view options to upgrade your GoldMine system.
What are the two menu options that allow you to do this? |
1. File>>Configure>>License Manager
OR 2. Help>>Update GoldMine |
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GoldMine on a Firebird database can store a maximum of __k (SQL is __k) for the combined length of user-defined fields in a record.
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32 and 8
GoldMine on a Firebird database can store a maximum of 32k (SQL is 8k) for the combined length of user-defined fields in a record. |
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To add the results of a dBASE expression to a user defined field, which character would you place at the begining of the expression?
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Character "~"
Example ~dtoc(date()) |
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How would you dial a personal contact in GM assuming telephony is setup?
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To call a contact in your personal contacts, select View>>Personal Contacts. Click Dial. The Phone Dialer dialog box appears.
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T or F
Goldmine cannot use a modem to dial numbers, it only uses SIP with the softphone. |
FALSE
You can if you have a TAPI modem connected to your computer you can configure dialing settings to use with GoldMine's auto-dialer feature. |
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What are tracks?
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A sequence of two or more events used as the step-by-step instructions GoldMine evaluates to perform a defined series of activities. Also known as an Automated Process.
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What are Events?
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Step-by-step instructions contained in an Automated Process, or track, GoldMine evaluates to perform a series of activities. An event consists of a trigger and an action. An Automated Process consists of a sequence of one or more events.
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Each Automated Process, or track, can have up to ___ sequential events and ___ preemptive events.
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900 and 100
Each Automated Process, or track, can have up to 900 sequential events and 100 preemptive events. |
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Which user group is most appropriate to run gsec in the windows environment?
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On Windows server platforms, you typically need to be in the Power User group or higher to run gsec successfully.
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What is the minimum recommended backup schedule?
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Back each data for two weeks before rotating tapes.
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What are the three database maintenance options?
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1. Indexing
2. Rebuilding and Packing 3. Sorting and Verifying |
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What are the three type of e-mail forwarding rules?
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1. Global Primary-A first set of e-mail rules that execute before any others.
2. Private-A set of personal e-mail rules that execute after the global primary e-mail rules. 3. Global Secondary-A third set of e-mail rules that execute after the private e-mail rules. |
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