8 Replies Latest reply on Jan 11, 2018 7:41 AM by John Neighbors

    GMPE remote setup intial synch

    AHeged Apprentice

      I have to install GMPE to several remote PCs.

      Software installation is not a big deal, but initial synch with server with IP to IP connection is a big one. Database on server is 5.2 GB.

      If everything goes on OK, synch takes 16-20 hours and retrieving info from synched file it takes another 24h. If everything runs smoothly.

      If connections has some errors, it start again and again from beginning with synch.

       

      Is there any other way to copy basic database from server and as second step to make a normal synch just with updates?

      It will easy my job of install GMPE as full functional application on remote PCs.

       

      Any suggestion is welcomed.

        • 1. Re: GMPE remote setup intial synch
          John Neighbors SSMMVPGroup

          When rolling out to a new PC, are you using the One-button Sync profile concept and building the install file on the server beforehand?  (vs. simply installing a new, empty GoldMine on the remote and starting from scratch)

           

          If not, then you definitely should be.

           

          If so, then one additional, simple trick I do is... (which can make a HUGE difference)

           

          After installing GoldMine on the remote, and allowing it to retrieve the initial set of data (that was included in the remote installer itself), BEFORE I sync with the main GM for the first time, I UPDATE the one button sync profile on that NEW remote PC, giving it a more desired cutoff date/time of when to send back changes from the remote GM during the initial sync.

           

          Let me illustrate by example:

           

          Example 1 - NOT using my simple "trick" suggestion above:

           

          1. Build install file on 12/20/2017 @ 10 am.  (NOTE:  The one-button sync profile being pushed to the remote within the installer will have a cutoff date/time of 12/20/2017 @ 10 amThis is key to understanding my illustration.)

           

          2. Transfer remote "installer" to remote PC, let's say it's now 12/20/2017 @ 3 pm.

           

          3. Run remote "installer" on remote PC and allow it to retrieve the initial data.  Let's say it finishes retrieving the data at 5 pm.

           

          4. When finished, at this point in time the remote GoldMine has a one-button sync profile with a cutoff date/time of 12/20/2017 @ 10 am, yet ALL the data in this remote GM was retrieved AFTER 12/20/2017 @ 10 am.  Therefore, with a cutoff date/time of 12/20/2017 @ 10 am, it will send back ALL THE DATA to the main GoldMine, even thought NOTHING NEW (including any true changes) has been added to the remote GM.

           

          5. Sync for the first time takes forever, due to this reality above.

           

          Example 2 - USING my simple "trick" suggestion above:

           

          1. Build install file on 12/20/2017 @ 10 am.

           

          2. Transfer remote "installer" to remote PC, let's say it's now 12/20/2017 @ 3 pm.

           

          3. Run remote "installer" on remote PC and allow it to retrieve the initial data. Let's say it finishes retrieving the data at 5 pm.

           

          4. When finished, at this point in time the remote GoldMine has a one-button sync profile with a cutoff date/time of 12/20/2017 @ 10 am, yet ALL the data in this remote GM was retrieved AFTER 12/20/2017 @ 10 am, as explained above.

           

          5. BEFORE syncing for the first time....

           

          ...on the SERVER-SIDE, update the one-button sync profile (not the main sync profile, but the one-button sync profile), changing the cutoff date/time to 12/20/2017 @ 5 pm (the time the initial data set was finished being retrieved, or any time AFTER that, actually).

           

          Note:  At this point in time, the main sync profile on the server has 12/20/2017 @ 10 am as the cutoff date/time for what to send TO THE REMOTE (which is what we want) and the as yet un-distributed one-button sync profile has 12/20/2017 @ 5 pm or later. as what to send from the remote to the server (which is what we want).

           

          6. Redistribute this UPDATED one-button sync profile to the REMOTE GM, per whichever means is preferred.

           

          7. Now that the one-button sync profile has been UPDATED with a new cutoff date/time of 12/20/2017 @ 5 pm (or later) ON THE REMOTE GM ITSELF, AND since no real changes have happened in GoldMine since this time...

           

          8. Syncing for the first time will go relatively FAST, as the only real changes to transfer is whatever happened on the server-side GM since 12/20/2017 @ 10 am (when the initial remote installer was built) and practically NOTHING will be sent from the remote GM back to the server (as nothing has yet been changed on the remote GM).

           

          THIS addresses the crux of the design flaw in how GM sets cutoff date/times in one-button sync profiles related to INITIAL SYNCS.

           

          Clear as mud?  It can be confusing to explain, but it's relatively easy to do and makes a HUGE, HUGE difference in the initial sync times of new remote GM installs.

           

          Hope this feedback helps. Please let me know if I need to clarify anything.

          • 2. Re: GMPE remote setup intial synch
            AHeged Apprentice

            Explanation is clear. But what happens with GM full database?

            If I synch as you have explained, remote PC will see only information added after One button synch profile cut off time.

            What about the rest of database (in my case ~5.2GB of information)?

            This amount of information I want to transfer faster and more reliable to remote PC. And from this moment to set-up One Button synch cut off time.

            • 3. Re: GMPE remote setup intial synch
              John Neighbors SSMMVPGroup

              This statement is not true:

               

              If I synch as you have explained, remote PC will see only information added after One button synch profile cut off time.

               

              You are missing the role of the one-button sync profile (which has to be redistributed to the remote GM install).  The cutoff date/time on the one-button sync profile has NOTHING to do with what data the server GM sends to the remote.  That cutoff date/time strictly has to do with what data the REMOTE GM sends BACK to the server.  That is why my explanation above has you reset that date/time as I suggest (bumping it forward in time), to prevent it from sending ALL that data BACK to the server.

               

              The cutoff date/time that determines what data is sent from the SERVER to the REMOTE is what I refer to above as the "main sync profile" (e.g. "(not the main sync profile, but the one-button sync profile)").

               

              The cutoff date/time that determines what data is sent from the REMOTE to the SERVER is the one-button sync profile (that has the date/time changed and is redistributed to the remote GM).

               

              With reference to this comment of mine above:

               

              "are you using the One-button Sync profile concept and building the install file on the server beforehand"

               

              AND this comment of yours:

               

              "If I synch as you have explained, remote PC will see only information added after One button synch profile cut off time."

               

              I'm speculating the initial remote install file is NOT being built properly, as it should contain all the initial set of data.

               

              Let me explain at a very high level.  I'm going to refer to my feedback yesterday, especially the dates/times I used as an example.

               

              A) During step 1 in each example ("Build install file on 12/20/2017 @ 10 am.").  Once that user's remote install file completes building, it should contain ALL YOUR DATA from the FULL DATABASE as of 12/20/2017 @ 10 am.  It will clearly be a relatively large *.EXE install file, as it will contain not only the GoldMine installer itself, but also all of your initial data.

               

              B) During step 3 in each example ("Run remote installer on remote PC and allow it to retrieve the initial data."), the undocked user's GoldMine install will THEN contain ALL YOUR DATA from the FULL DATABASE as of 12/20/2017 @ 10 am.

               

              C) For one last "high level" illustration, let's pretend the GoldMine ID for the remote user is simply JOHN.  Here is what should take place:

               

                  1) Build the remote install file for JOHN (making sure the cutoff date in the MAIN sync profile has the option checked to ignore cutoff date and send all records, presuming that is what you want).

                  2) Once JOHN.EXE completes building, it will contain all the GM data as of 10 am (or whatever time you started the sync).

                  3) Transfer JOHN.EXE to the remote computer.

                  4) Run JOHN.EXE and follow the prompts to completion.

                  5) This will BOTH install a new GoldMine on the remote computer AND retrieve the initial set of data (which should be ALL YOUR DATA).

                  6) Update the one-button sync profile cutoff date/time on the server, as explained before.

                  7) Redistribute the one-button sync profile to the remote computer (several ways to do this).

                  8) At this point in time, the MAIN sync profile on the server has the cutoff date/time of 10 am while the one-button sync profile on the remote computer has the cutoff date/time of 5 pm.

                  9) When you sync for the very first time, the server sends all CHANGES to the remote that happened on the server AFTER the remote install file was built at 10 am AND the remote essentially sends NOTHING to the server, because its cutoff date/time is 5 pm, and nothing has been entered/changed on the remote.

               

              So, I hope that feedback helps.  Please let me know if I need to clarify anything.

              • 4. Re: GMPE remote setup intial synch
                AHeged Apprentice

                Thank you for this high level explanation. I am not an IT specialist but I do my best.

                With next remote installation I will try your solution and I will come back with a reply.

                • 5. Re: GMPE remote setup intial synch
                  John Neighbors SSMMVPGroup

                  Acknowledged! Keep me posted!

                  • 6. Re: GMPE remote setup intial synch
                    John Neighbors SSMMVPGroup

                    Alexandru,

                     

                    Some more details in case they are helpful...

                     

                    When I've referred to configuring the main sync profile, I was talking the main SITE, per user (as opposed to the One-button sync profile), as highlighted here in blue:

                     

                     

                    For the initial setup, before creating the install file, make sure you check the Ignore cutoff time (send all records) options:

                     

                    Then, when configuring the One-button sync profile, highlighted here in blue:

                     

                    Initially, the cutoff date does not matter:

                    ...because you are NOT truly going to use the INITIAL One-button sync profile for anything.

                     

                    When the SITE is fully setup, you then create the INSTALL file, via:

                     

                     

                    Because you checked the "Ignore cutoff time" as noted above, this should be a doozy of a build and will take some time.

                     

                    Once the <username>.EXE file is built, you then transfer it to the remote PC and run it, etc. (as previously stated in my previous feedback).

                     

                    THEN...on the server, you go BACK into the One-button sync profile for this user (NOT the SITE, leave its cutoff date/time alone...ONLY update the One-button sync profile), walk through the wizard and NOW SET the cutoff date/time to shortly AFTER the initial transfer set was fully retrieved into the undocked GM install (5 pm in my illustrations thus far):

                     

                     

                    AFTER changing the cutoff date/time in the One-button sync profile, you THEN want to REDISTRIBUTE the One-button sync profile TO the remote GM (as the change you made is sitting on the server and NEEDS to be on the new undocked GM install.

                     

                    Thus far, I've said "Redistribute the one-button sync profile to the remote computer (several ways to do this).", like everyone knows how to do this.  Well, the 2 main ways are:

                     

                    1) Use the built-in feature for emailing it to the undocked GM user, which requires they RETRIEVE it with GoldMine email.

                    OR

                    2) Simulate emailing it, but then manually transfer the One-button sync profile and manually retrieve it.

                     

                    Either way (for both options), select the "Email One-button..." option highlighted here in yellow:

                     

                    If this GM user has his email configured in his undocked GM install that you just setup, then he can simply check his email and retrieve this email that was sent.  GoldMine recognizes it as a One-button Sync profile and prompts if you want to update it (obviously you do).

                     

                    OR, if the undocked GM user does NOT have his email setup, here is a little trick you can do:

                     

                    1. Execute the email option noted above (even if the email isn't sent, that's OK).

                     

                    2.) Navigate to the Sync folder within the MAIN GoldMine install.  There should be a sub-folder with a goofy license # reference, within THAT goofy # folder is a folder for that GM user and BELOW that is a folder named Profile, as illustrated here:  (I've blurred the license #, but highlighted  the location in yellow):

                     

                     

                    Simply transfer the RmtProf.gts file to the remote PC.  Rename it Transfer.gts and then MANUALLY retrieve the transfer set (I'm presuming you know how to manually retrieve a transfer set) into the undocked GoldMine.

                     

                    3) All of the above will serve to UPDATE the One-button Sync Profile with the NEW cutoff date/time for the remote PC to use in sending data BACK to the server.

                     

                    4) NOW sync for the first time.  It should be very fast, compared to what you've experienced thus far.

                     

                    Bottom line

                       Building the install file with the "Ignore cutoff time" option should send ALL data to the remote to begin with (via the Installer file).

                       Jumping through the hoops to update the cutoff date/time for the One-button sync profile should save MASSIVE amounts of time on the initial sync.

                     

                    I simply didn't have access to a system with these options the other day, when previously responding, or else I would have provided screen snippets then.

                     

                    Hope this feedback helps.   Best of luck!

                    • 7. Re: GMPE remote setup intial synch
                      AHeged Apprentice

                      John,

                      Now I have applied what you have suggested. It works.

                      I did not know about and do not realize what this function of Create Installation File for One-button Sync.

                      It works, but installation time is more or less the same in case of big database. My case 5.2 GB. Only advantage is that creating the database on remote PC is not influenced by internet connection reliability.

                      The "sync" process is much more stable.

                      Thank you.

                      • 8. Re: GMPE remote setup intial synch
                        John Neighbors SSMMVPGroup

                        Hey, glad to hear it.  Yeah, not much you can do about the BIG DATABASE.  If you have a high volume of data, you have a high volume of data.

                         

                        However, just as you acknowledge, this approach is much more "stable" and, in my opinion, a far more "effective" approach.

                         

                        At any rate, glad to hear it worked out for you.  Thanks for the feedback.