Universal Search not available within GoldMine - How can it be checked if Universal Search is available in the GoldMine system?

Version 1

    Details

    The GoldMine Installation guide describes in the  chapters System Requirements, Installation of Universal Search and  Installing Microsoft SQL Server and also the Online help states in  the chapter Welcome to GoldMine Premium Edition > Contact Management  > Universal Search that MS SQL Full-Text Search is a requirement for  Universal Search, but how can it be checked if Full-Text Search is installed  and running on an already setup environment?

    Indicators when it is worth checking if Universal Search is available and setup within GoldMine:

    I. Users are reporting that the default search box shows Contact Search instead of Universal Search


    vs. 


    II. Users are reporting (maybe in addition to the first reporting) that the Go To > Search > Universal Search menu is not available




    III. Users with master rights report that the Universal Search button in the System Settings is labeled as Install and not greyed out

    1. Tools > Configure > System Settings
    2. Advanced Tab 
    3. The button in the section Universal Search is labeled Install but is not disabled or greyed out






    IV. Users with master rights report that the  Universal Search button in the System Settings is labeled as Install and is also disabled and grayed out

    1. Tools > Configure > System Settings
    2. Advanced Tab
    3. The button in the section Universal Search is labeled Install and additionally is grayed out so that Universal Search cannot be installed and activated  within GoldMine


    Resolution

     

    The following are suggestions to verify any of the above behaviors

    I. Users report that the default search box shows Contact Search instead of Universal Search

    It might be the case that the Universal Search was disabled/reset for the user and needs to be set (again) as the Default Search feature

    1. Go To > Search > Universal Search
    2. Check box Advanced
    3. Options 
    Button
    4. Set the check box Use Universal Search by Default
    5. OK



    II. Users report (maybe in addition to the first reporting) that the Go To > Search > Universal Search menu is not available

    It might be the case that either the menu is disabled for the user and needs to be set by a master user again (when only single users are reporting the behavior)

    1. log in as a user with master rights
    2. Tools > Users' Settings
    3. Highlight user in question
    4. Properties
    5. Menu Tab
    6. Expand the GoTo tree
    7. Expand the Search tree
    8. Verify and set the Universal Search menu to active (green)


    9. OK > Close
    10. Log in the user in question again and verify

    Also the menus and tool bars settings may-be corrupted for the user in question (when only single users are reporting the behavior)

    ATTENTION: the following will reset the menus and toolbars for the user and certain settings may need to be readjusted, it is recommended that prior this action a backup is made of the specific USER.INI e.g. MASTER.INI on the (shared) GoldMine on the application server.

    The menu and toolbar settings are not correct anymore was disabled/reset for the user and needs to be set (again)

    1. Log in as the impacted user
    2. Right click into the menu bar or tool bar > Customize...
    3. Highlight Menu Bar
    4. 
    Reset Button 




    5. Confirm that you are sure that you want to reset the changes made to the 'Menu Bar' toolbar
    6. Close
    7. Verify if the menu appears now

    II. Users with master rights report that the  Universal Search button in the System Settings is labeled as Install and  not greyed out

    This usually means that the MS SQL Full-Text search is installed and running but GoldMine Universal Search is not yet installed and activated

    1. Log in as a user with master rights
    2. Tools > Configure > System Settings
    3. Advanced Tab 
    4. Press the button in the section Universal Search which is labeled Install
    5. Wait until the initiation process of the Full-Text catalog for the GoldMine database is finished

    6. Log out of GoldMine and re-log in and verify that Universal Search is now available (e.g. default search box above recently viewed contacts pane was automatically now set to Universal Search)


    IV. Users with master rights report that the  Universal Search button in the System Settings is labeled as Install and is also disabled and grayed out

    A. verify that the GoldMine user is logged in with sufficient SQL rights (recommended to be SQL system administrator e.g. logged as SQL user sa)

    1. Log in as the impacted user with master rights
    2. Help > About GoldMine
    3. System Button 
    4. Scroll to the entry Logged User
    5. Verify that the current SQL Login does have sufficient rights on the Microsoft SQL Server (instance) 

    >> FrontRange Support will not provide a list of necessary SQL rights and strongly recommend to use the sa user account or any sysadmin SQL login for the installation of the Universal Search)

    6. If changes were necessary (specific GoldMine user SQL login, Database Alias logins or adjustments on Microsoft SQL Server (instance) login) >> Re-log into GoldMine and verify again



    B. Check if SQL Full-Text feature of Microsoft SQL Server is installed for the used Microsoft SQL Server (instance)

    1. Open the Microsoft SQL Server Management Studio
    2. New Query button
    3. Enter and execute the following query
    SELECT FullTextServiceProperty('IsFullTextInstalled')

    >> If the result is 0 (not installed) then you need to install the Full Text feature (see C.)

     >> If the result is 1 (installed) then proceed verifying the Full-text Filter Daemon Launcher service (see D.)


    C. Add the Full Text search feature to the existing Microsoft SQL Server (instance) 

    1. Start the SQL Server Installation Center or the setup from the installation medium (in both ways you will need the installation medium)
    2. Installation
    3. New SQL Server stand-alone installation or add features to an existing installation
    4. Proceed with the setup wizard until you are getting to Installation Type selection 

    >> Make sure to select Add feature to an existing instance of SQL xxxx + select the appropriate SQL Server instance hosting your GoldMine database
    5. Make sure to select Full-Text Search + review and select desired further features if applicable



    6. Finish the installation wizard
    7. Verify if SQL Full-Text feature is properly recognized by the Microsoft SQL Server (instance) via steps from B.


    C. Verify the Full-text Filter Daemon Launcher service is started

    - Either also via Control Panel > Admin Tools > Services > SQL Server Full-Text Filter Daemon Launcher
    - Open SQL Server Configuration Manager > SQL Server Services > SQL Server Full-Text Filter Daemon Launcher

    Additional information related to GoldMine Universal Search and Microsoft SQL Server Full-Text Search feature:
    - Once the Full-Text Service is started the Full-Text Indexing should be enabled at the database level 

    – Management Studio > Expand databases > right-click the GoldMine database > Properties > File tab > check ‘Use full-text indexing’ (this is set by default for any database in Microsoft SQL Server 2008 and higher)

    - If there is a message about requiring Windows Search, install Windows Search and restart GM (this may occur when opening the documents section of the Universal Search advanced options via Universal Search > Advanced > Options > Documents)

    - SQL Express Editions must be installed with Advanced Services as otherwise Full-text search will not be available