10 Ways To Protect Your GoldMine System
January 2, 2003

Marty Carver
Technical Services Manager
marty@christianconsulting.net

1. Change Your Master Password
Be sure to send your passwords to C3M so we can keep it on file for support purposes.

2. Block Remote Deletions
If you have remote users who are synchronizing with your master database, don’t allow them to synchronize their deletions. This is a setting you can control from the master database, regardless of what their settings may be.

3. Secure Private E-mails
You can use both in-coming and out-going email rules to automatically mark emails to certain people or companies as private. This restricts viewing of the e-mails to only those people with necessary rights.

4. Implement User Groups
You can assign users to one or more user groups, e.g. “counselors”, “telecounselors”, “data entry”, etc. Then, using these groups you can assign record ownership of contacts, specify who may see or update certain fields and control what people see with the InfoCenter.

5. Be Aware
Know what your vulnerabilities are. For example, under normal circumstances, there is little to prevent someone from accessing your database using a tool such as Crystal Reports. These tools don’t respect GoldMine’s security rules. However, there are tools available to make this type of access more difficult.

6. Lock Down Menu Options
Make sure that the access you’re granting each user is appropriate for what they need to do.

7. Synchronize Selectively
Does everyone need everything? Use filters and record ownership to control what users can access.

8. BACK UP, BACK UP, BACK UP

9. Control Remote Users
What are your policies for remote users that synchronize laptops or palms?

10. Lock Down SQL Server
If you’re running GoldMine on a SQL server, there are things you can do to prevent unwanted access. This can be as simple as changing the “sa” logon account’s password from the default which is blank.

Return to the Main Client Page

Enter the C3M News Archive