Internet Search - Online Search - iSearch.ini - How can this file be adjusted to have own entries?

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    Details

    Internet Search - Online Search - iSearch.ini - How can this file be adjusted to have own entries?

    [STEPS]
    1. Web >> Online Search
    >> RESULT: This will open the tab Internet Search and provide pre-defined internet searches related to the current active contact record





    How can this be adjusted to have custom web sites or specific internet search capabilities?



    Resolution

    [INFORMATION]
    - the available entries and internet searches are setup in the file ISEARCH.INI based in the GoldMine (shared) folder where also the LicenseGMxx.bin resides

    - it is recommended to make a backup of the file prior any modification


    - The Internet / Online Search can be adjusted via the GoldMine interface >> Web >> Search Online >> ISearch.ini properties button in the Toolbar

    or by opening the ISEARCH.INI file in Notepad


    - The main definition for the ISEARCH.INI entries are:

    A. The [Section] defines a "root" entry folder and is often used to gather similar entries into a group.
    - A [Section] consists of
    a. a section header entry - this is displayed within GoldMine as an entry at the top level, e.g. [Section: Name of Section]
    b. may include a GoldMine field(s) - supported are CONTACT1 or CONTACT2 fields in format
    <<Table->Field>> (CONTACT1 table can be ignored and field can be used as <<Company>>) and / or expressions  
    c. an icon (see more details in F. iSearch icons)

    - A
    [Section] can be deleted, by simply removing the [Section] related entries, it is recommended prior to take care of any [SubSections] and  [Search_Engine_Name] sections within a section, as they otherwise will then appear under the next above [Section]. 

    - A [Section] can be added, by simply inserting a [Section] and it's related entries at the position in the ISEARCH.INI where it is desired. Any existing [SubSections] and  [Search_Engine_Name] sections below the inserted [Section] will appear within the new added [Section]
     
    - Samples for [Section] are

    [Section: Social Networks: <<Company>>]
    Icon= 2

    ...

    [Section: Weather & Flights]
    Icon= 8


    ...

    [Section: Google Maps: <<City>>, <<State >>, <<Country>>]
    Icon = 7


    ...

    [Section: Corporate Search: <<Company>>]
    Icon= 1

    ...





    B. The [SubSection] defines a sub section within a section folder
    and is often used to gather similar entries within a section. 
    - A [SubSection] consists of
    a. a sub-section header entry
    b.
    may include a GoldMine field(s) and / or expressions
    c. may have an icon set, otherwise it will take the last one used (see more details
    in F. iSearch icons)
    d. the information if the sub-section is expanded by default or not expanded by default -
    (0 = not expanded, 1 = expanded by default)

    - A [SubSection] can be deleted, by simply removing the [SubSection] related entries, it is recommended prior to take care of any [Search_Engine_Name] sections within a SubSection, as they otherwise will then appear under the next above [Section] or [SubSection]. 

    - A
    [SubSection] can be added, by simply inserting a [SubSection] and it's related entries at the position in the ISEARCH.INI where it is desired. Any existing  [Search_Engine_Name] sections below the inserted [SubSection] will appear within the new added [SubSection]

    - A sample for a [SubSection] is

    ...
    [SubSection: Video Channels: <<Company>>]
    Expand= 0
    Icon= 13

    ...

    [SubSection: Provided by Prior Analytics Ltd.]
    Icon=3
    Expand=0

    ...

      


    C. The [Search_Engine_Name] section defines a clickable/actionable entry, a [Search_Engine_Name] entry can appear at any level, at the Top level before any [Section], within a [Section] or within a [SubSection]


    - A [Search_Engine_Name] consists of
    a. a [
    Search_Engine_Name] header entry >> this is what is visible for the end user and should be descriptive
    b.
    A URL1 entry >> usually the target web site
    c. the Data entry >> usually with the record specific details as as GoldMine field(s) and / or expressions
    d. may have an icon set, otherwise it will take the last one used (see more details
    in F. iSearch icons)

    - A [Search_Engine_Name] can be deleted, by simply removing the [Search_Engine_Name] related entries, e.g. invalid or undesired entries.

    - A
    [Search_Engine_Name] can be added, by simply inserting a [Search_Engine_Name] and it's related entries at the position in the ISEARCH.INI where it is desired.

    - A sample with including only a single GoldMine field for a complete [Search_Engine_Name] is

    [<<Company>>'s Facebook Site]
    URL1= http://www.facebook.com/
    Data= <<contact2->ufacebook>>
    Icon= 2



    - A sample with a more complex expression including GoldMine fields for a comp
    lete [Search_Engine_Name] is

    [Google Directions to  <<City>>, <<State >>, <<Country>>  from GoldMine Registration as Satellite view]
    URL1= https://www.google.com/maps
    Data=   ?saddr=<<&LicInfo_City>>+<<&LicInfo_State>>+<<&LicInfo_Address1>>+<<&LicInfo_Zip>>&daddr=<<trim(address1)+"+"+trim(city)+"+"+trim(state)+"+"+trim(zip)>>&t=k&doflg=ptm
    Icon= 10




    D. The "URL1" line defines the URL to go to. 

    - The URL1 line defines the target website without any parameters or (contact specific) data data, for example
    https://www.google.com/maps, https://www.youtube.com/user/ etc.

    E. The  "Data=" line tells GoldMine what parameters to pass the search engine  entry (specified by the URL1 entry, where <<>> designates a  variable which points at a GoldMine field name or expression, and the  data in quotes is hard coded text. 

    - The DATA entry determines the specifics for a certain record based on field values or expressions from contact data
    - when using the Internet Search feature on a current opened record the 'base' URL (from URL1 entry) is combined with the DATA line entry evaluated for the current contact record
    - in order to see the current record's DATA evaluated expression the second icon in the Internet Search tool bar "Toggle data view" can be used

     

    F. The  "Icon=" line designates one of several icons that would be displayed along the [Section], [SubSection] or {Search_Engine_Name] entry. There are only certain defined icons available for this specific purpose.

    - Currently the following icons are available
    isiCorporate = 1

    isiPersonal = 2

    isiLocal = 3

    isiLink = 4

    isiSearch = 5

    isiNews = 6

    isiMaps = 7

    isiWeather = 8

    isiYellowPages = 9

    isiDriving = 10

    isiStocks = 11

    isiInfo = 12 (same as isiLocal)

    additional undocumented which are available in GMPE 2015.1 on Windows Server 2012 R2

    13

    14

    15

    16


    [SAMPLES]
    ISEARCH.INI content:

    ...
    [Section: Social Networks: <<Company>>]
    Icon = 2

    [<<Company>>'s Facebook Site]
    URL1= http://www.facebook.com/
    Data= <<contact2->ufacebook>>
    Icon= 2

    [<<Company>>'s Twitter]
    URL1= http://twitter.com/#!/
    Data= <<contact2->utwitter>>
    Icon= 2

    [<<Company>>'s Google+]
    URL1= https://plus.google.com/
    Data= <<contact2->ugplus>>
    Icon= 2

    [SubSection: Video Channels: <<Company>>]
    Expand= 1
    Icon= 13

    [YouTube's <<Company>> Channel]
    URL1= https://www.youtube.com/user/
    Data= <<contact2->uyoutube>>
    Icon= 13

    [Vimeo's <<Company>> Channel]
    URL1= https://vimeo.com/
    Data= <<contact2->uvimeo>>
    Icon= 13

    [Section: Weather and Flights]
    Expand= 1
    Icon= 8

    [10 Days forecast for US cities by Weather.Com]
    URL1= http://www.weather.com/weather/tenday/l/
    Data= <<trim(ZIP)+":"+trim(State)>>
    Icon = 8

    [Nearest Airport for US cities provided by Travelmath]
    URL1= http://www.travelmath.com/nearest-airport/
    Data= <<trim(city)+","+trim(State)+","+trim(country)>>
    Icon = 10
    ...







    ....
    [Section: Weather and Flights]
    Expand= 1
    Icon= 8


    [10 Days forecast for US cities by Weather.Com]
    URL1= http://www.weather.com/weather/tenday/l/
    Data= <<trim(ZIP)+":"+trim(State)>>
    Icon = 8


    [Nearest Airport for US cities provided by Travelmath]
    URL1= http://www.travelmath.com/nearest-airport/
    Data= <<trim(city)+","+trim(State)+","+trim(country)>>
    Icon = 10

    [Section: Google Maps: <<City>>, <<State >>, <<Country>>]
    Icon = 7

    [Google Maps]
    URL1= http://maps.google.com/maps
    Data= ?q=<<trim(address1)+"+"+trim(city)+"+"+trim(state)+"+"+trim(zip)>>
    Icon= 16

    [Google Directions to <<City>>, <<State >>, <<Country>> from GoldMine Registration as Satellite view]
    URL1= https://www.google.com/maps
    Data= ?saddr=<<&LicInfo_City>>+<<&LicInfo_State>>+<<&LicInfo_Address1>>+<<&LicInfo_Zip>>&daddr=<<trim(address1)+"+"+trim(city)+"+"+trim(state)+"+"+trim(zip)>>&t=k&doflg=ptm
    Icon= 10


    [Google Directions to <<City>>, <<State >>, <<Country>> from <<&LicInfo_City>>,<<&LicInfo_State>>,<<&LicInfo_Zip>> with public transportation]
    URL1= https://www.google.com/maps
    Data= ?saddr=<<&LicInfo_City>>+<<&LicInfo_State>>+<<&LicInfo_Address1>>+<<&LicInfo_Zip>>&daddr=<<trim(address1)+"+"+trim(city)+"+"+trim(state)+"+"+trim(zip)>>&dirflg=r
    Icon= 5


    [Google Directions to <<City>>, <<State >>, <<Country>> from current location]
    URL1= https://www.google.com/maps
    Data= ?saddr=current location&daddr=<<trim(address1)+"+"+trim(city)+"+"+trim(state)+"+"+trim(zip)>>
    Icon= 7
    ...







    Additional Note:
    The configured ISEARCH.INI for this Knowledge Article can be downloaded from the Attachments.
    1. Make a copy of your current isearch.ini file
    2. Copy the downloaded isearch.ini into the GoldMine shared folder
    3. Start GoldMine again
    4. Web >> Internet Search

    Please keep in mind that certain entries rely on additional fields which may not be available in the current GoldMine system, for example for the Video channels