ACT! Install Guide

8/6/2019 ACT! Install Guide

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ACT! by Sage2008 (10.0)

Installation Guide


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ACT! by Sage 2008 (10.0) Installation Guide

Copyright Notice and Trademark

2007 Sage Software SB, Inc. All Rights Reserved.

The Sage Software logo and ACT! are registered trademarks ortrademarks of Sage Software SB, Inc., or its affiliated entities. All othertrademarks are the property of their respective owners.

Released: 8/2007 for ACT! by Sage 2008 (10.0)

Version: UA192

This document may not, in whole or in part, be copied, photocopied,reproduced, translated, or reduced to any electronic medium or machine-readable form without prior consent in writing from Sage Software SB,

Inc., 1715 North Brown Road, Lawrenceville, GA 30043 ATTN: LegalDepartment.

ALL EXAMPLES WITH NAMES, COMPANY NAMES, OR COMPANIESTHAT APPEAR IN THIS MANUAL ARE FICTIONAL AND DO NOTREFER TO, OR PORTRAY, IN NAME OR SUBSTANCE, ANY ACTUALNAMES, COMPANIES, ENTITIES, OR INSTITUTIONS. ANYRESEMBLANCE TO ANY REAL PERSON, COMPANY, ENTITY, ORINSTITUTION IS PURELY COINCIDENTAL.

Every effort has been made to ensure the accuracy of this manual.However, Sage Software makes no warranties with respect to thisdocumentation and disclaims any implied warranties of merchantabilityand fitness for a particular purpose. Sage Software shall not be liable forany errors or for incidental or consequential damages in connection withthe furnishing, performance, or use of this manual or the examples herein.The information in this document is subject to change without notice.

End User License AgreementACT! 2008 (10.0) is protected by an End User License Agreement. To viewthe agreement, go to the Help menu in the product, click About ACT!, andthen click the View the End User License Agreement link.

Printed in the United States of America.

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Installation Guide 1

Installation Guide

Welcome to ACT! 2008. Thissoftware isdesigned for individuals and smallworkgroups of up to 10 users.

Whether you are installing ACT! for the first time (New User) or upgradingfrom a previous version (Upgrade User), this guide provides information youneed to successfully install ACT! 2008.

The following lists are provided to help you install the software properly:

Pre-installation checklist - This list includes tasks you should completebefore installing ACT!.

Installation process checklists - These lists provide the step-by-stepprocess for installing ACT! based on your user type.

ACT! 3.x - 6.x conversion checklist - This list provides the tasks youshould perform before converting your ACT! 3.x - 6.x database.


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Using Microsoft SQL Server with the Software

2 ACT! 2008

Preparing to Install

Using Microsoft SQL Server with the Software

Microsoft SQL Server 2005 Express Edition software is used to create andmanage the ACT! database. This component is required. With SQL ServerExpress Edition, you can have up to a maximum of 4 gigabytes (GB) of datafor each database.

Note: The 4 GB limit does not include supplemental files, such as

layouts and templates, attachments, and e-mail. ACT! E-mail is aseparate database with its own 4 GB limitation.

Installing Other Applications

Your ACT! 2008 software includes the following applications, which you caninstall after you install ACT!.

Software for Handhelds includes:- ACT! Link for Palm OS - Application used to send and receive ACT!

2008 data to/from a Palm OS handheld device. For installationinstructions, see the ACT! Quick Start for Handheld Links.

- ACT! Link for Pocket PC - Application used to send and receive ACT!2008 data to/from a Pocket PC handheld device. For installationinstructions, see the ACT! Quick Start for Handheld Links.

Before You Install

This section explains what you should know before you install ACT! 2008,whether for the first time (New User) or as a version upgrade (Upgrade User).

What You Should Know

Other than ACT! 3.x - 6.x, you cannot have any other version of ACT! onthe same computer as ACT! 2008, including ACT! for Financial

Professionals and ACT! for Real Estate.

When you install ACT! 2008, the install process uninstalls any ACT! 2005,2006, and 2007 software.

If the installer detects an ACT! 2005, 2006, or 2007 e-mail database, it willask if you want to save a copy of the database before upgrading it.


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Before You Install

Note: Once you upgrade the e-mail database, it will not work withACT! 2005, 2006, or 2007. Therefore, you should save a copy of thee-mail database, in case you choose to move back to an earlier version.

The copy stays in the original location. For instructions on saving acopy of the e-mail database, see "Transferring ACT! e-mail databases"in Help.

Pre-installation Checklist

Before you install ACT!, complete the tasks described in the following table.

Be sure to: If you do not, this willhappen:

Sign on as a Windows administrator. Installation and activation

may fail.

Make sure your system meets the hardware

and software requirements listed on the

product package or Web site.

For more information, see

www.act.com/2008sysreq.

Installation will fail.

Disable antivirus and firewall software.

(You can enable it after installation is

complete.)

Installation may fail.

Close all open applications. Installation may fail.

To install to a destination other than the

default (C:\Program Files\ACT\ACT for

Windows), verify that folder-sharing rights

are enabled and the directories exist.

Note: You cannot install the software to a

network drive or run it from the CD.

Installation will fail.

If you are upgrading from ACT! 2005, 2006,

or 2007, and will synchronize databases,

verify that they all use the same version

and tier of the ACT! software.

Databases will not

synchronize after installation.


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Installation Process

4 ACT! 2008


Refer to the checklist for your current user type and follow the steps forinstalling the software. User types include:

New ACT! user, see page 4. ACT! 2005 (7.x), 2006 (8.x), or 2007 (9.x) user, see page 5. ACT! Premium 2005 (7.x), 2006 (8.x), or 2007 (9.x) user, see page 5. ACT! Premium 2008 (10.x) user, see page 6. ACT! 3.x - 6.x user, see page 6.

New User of ACT!Follow these steps in the order listed, if you are a new user of ACT!.

Step Task Do this:

1 Prepare to install ACT!. Read "What You Should Know," on

page 2, and then follow the steps in

the "Pre-installation Checklist" on

page 3.

2 Install ACT!. Follow the steps in "Installing ACT!

2008" on page 9.

3 Register and activate the

software.

Follow the steps in "Registering and

Activating the Software" on page

11.

4 Start working with ACT!. Use the Getting Started Wizard to

help you set up your word processor,e-mail system, and database. See

the Quick Start for New Usersguide.


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ACT! 2005 (7.x), 2006 (8.x), or 2007 (9.x) user

Follow these steps, in the order listed, if you are an ACT! 2005, 2006, or 2007user.

ACT! Premium 2005 (7.x), 2006 (8.x), or 2007 (9.x) userFollow these steps, in the order listed, if you are an ACT! Premium 2005, 2006,or 2007 user and want to downgrade to ACT! 2008 (lower tier).

Step Task Do this:

1 Prepare to install ACT!. Read"What You Should Know," on

page 2, and then follow the steps in

the "Pre-installation Checklist" on

page 3.


2008" on page 9.


software.

Follow the steps in"Registering and


11.

4 Upgrade the ACT! database. Follow the steps in "Upgrading an

ACT! 2005 (7.x), 2006 (8.x), or 2007

(9.x) Database" on page 14.

Step Task Do this:

1 Prepare to install ACT!. Follow the steps in the "Pre-

installation Checklist" on page 3.

2 Prepare your ACT! database fordowngrading to a lower tier of

ACT!.

Follow the steps in"Downgrading an ACT! Premium

for Workgroups 2005, 2006, or

2007 Database for Use with ACT!

2008" on page 8.

3 Install ACT!. Follow the steps in "Installing

ACT! 2008" on page 9.


software.

Follow the steps in "Registering

and Activating the Software" onpage 11.


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6 ACT! 2008

ACT! Premium 2008 (10.x) user

Follow these steps, in the order listed, if you are an ACT! Premium 2008 user.

ACT! 3.x - 6.x user

Follow these steps, in the order listed, if you are an ACT! 3.x - 6.x user.

Step Task Do this:1 Prepare to install ACT!. Follow the steps in the "Pre-


2 Prepare your ACT! database

for downgrading to a lower tier

of ACT!.

Follow the steps in "Downgrading an

ACT! Premium 2008 database" in

Help.


2008" on page 9.


software.

Follow the steps in "Registering and

Activating the Software" on page 11.

Step Task Do this:

1 Prepare to install ACT!. Follow the steps in the "Pre-


2 Prepare the 3.x - 6.x

database for conversion.

Follow the steps in "Preparing an

ACT! 3.x - 6.x Database for

Conversion" on page 7.


2008" on page 9.


software.

Follow the steps in"Registering and


11.

5 Convert the database. To complete the upgrade, you

must convert the database. See,

"Converting an ACT! 3.x - 6.x

Database" on page 12.

6 (Optional) Convertsupplemental files.

Supplemental files include reportand e-mail templates, Microsoft

Word and ACT! Word Processor

templates, and layouts, labels, and

envelopes. See "Converting ACT!

3.x - 6.x supplemental files" in Help.


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Preparing an ACT! 3.x - 6.x Database for Conversion

Because ACT! 2008 uses a SQL Server database, you must prepare, and thenconvert the ACT! 3.x - 6.x database.

Note the following considerations, and then complete the tasks as describedonpage 7.

Once you convert an ACT! 3.x - 6.x database to an ACT! 2008 database, youcannot open the converted database in or save detail to previous versionsof ACT!.

An ACT! 2008 database has special types of fields for phone numbers,addresses, and secondary contacts. If you added custom fields of these

types in your ACT! 3.x - 6.x database, use the Custom Conversion option.This option lets you map your custom fields to the ACT! 2008 databasefields.

ACT! 3.x - 6.x databases store date and time fields as literal values (forexample, an appointment scheduled at 1:30 P.M. in Arizona displays to allusers as 1:30 P.M., regardless of a users time zone). ACT! 2008 databasesstore date and time fields as Greenwich Mean Time (GMT), so the datadisplays according to a users time zone.

Fields that are set to "Not Allow Editing" in an ACT! 6.x database convertto Read Only fields in an ACT! 2008 database.

ACT! 3.x - 6.x Conversion Checklist

Task

If you use passwords, record the user names and passwords for use after

conversion.

If you have multiple databases, set all the databases to a "home" time

zone before you upgrade. You can reset the time zone for individual

databases after conversion.

If you synchronize remote databases, synchronize all data into one

database before converting. After you install ACT! 2008, you will convert

that database, and then create new remote databases to distribute to

remote locations and users. The Help describes how to create and

distribute new remote databases.

Delete obsolete data in the existing database. See "About database

maintenance" in the ACT! 3.x - 6.x Help.

Compress and re-index the database. See "About database

maintenance" in the ACT! 3.x - 6.x Help.


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8 ACT! 2008

Downgrading an ACT! Premium for Workgroups 2005, 2006, or2007 Database for Use with ACT! 2008

WARNING: These steps only apply if you currently use ACT! Premiumfor Workgroups 2005, 2006, or 2007 and will install ACT! 2008.Downgrading your database removes the features and functionalityincluded with ACT! Premium for Workgroups.

You must prepare an ACT! Premium for Workgroups 2005, 2006, or 2007database to work with ACT! 2008. You should back up the database beforepreparing the database.

Note: You can also downgrade an ACT! Premium 2008 database to anACT! 2008 database. For example, if you bought the ACT! Premium2008 software and then your business situation changed, you may notneed the features of ACT! Premium 2008. For information aboutdowngrading your ACT! Premium 2008 software, see "Downgradingyour ACT! Premium 2008 database" in Help before installing ACT!2008.

To prepare the ACT! Premium for Workgroups 2005, 2006, or 2007

database

1. Synchronize all remote databases into the main database.

2. In ACT! Premium for Workgroups 2005, 2006, or 2007, from the File menu,click Save Copy As.

The Save Copy As dialog box appears.

3. In the Database Name field, type the name of the new database.

4. In the Database Location field, type the location for the database or clickBrowse to locate a folder.

5. To share the database with other users, select the Share this database withother users check box.

6. In the Options box, select Create a copy of the database.

Run the ACTDiag tool. The Integrity Checker and all items should be

checked green.

Open the database again to re-index it. See "About database

maintenance" in Help.

Back up the ACT! database.

Task


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Installing ACT! 2008

7. From the Database Version list, select ACT! 2005, ACT! 2006, or ACT!2007, and then click OK.

8. If the version had more than 10 active users, on the Select Active Users

page, select 9 users besides yourself who can be active in the ACT! 2008database. Other users convert as inactive. Click Next to continue.

The Copying status message appears until the process is complete.

9. Install ACT! 2008 as described in "Installing, Registering, and Activating."

Installing, Registering, and Activating


This section explains how to install the ACT! 2008 software.

Caution: If you currently use ACT! Premium for Workgroups 2005, 2006,or 2007 and will install ACT! 2008, you must prepare your database before

the installation. See "Downgrading an ACT! Premium for Workgroups2005, 2006, or 2007 Database for Use with ACT! 2008" on page 8.If youcurrently use ACT! Premium 2008 and will install ACT! 2008, see"Downgrading an ACT! Premium 2008 database" in Help.

To install ACT! 2008

Note: To install ACT! on any Vista operating system, you must be a

Windows administrator.

1. Insert the ACT! 2008 CD into the CD drive.

Note: If the install program does not start automatically, do thefollowing: From the Windows Startmenu, click Run. Type D:SETUP,and then click OK. (Substitute the appropriate drive letter for your CDdrive.)

From the CD browser page, you can install the software and other listeditems.

2. Click Install ACT!.

The Install Wizard checksfor necessary components.


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10 ACT! 2008

Windows Installer 3.1 If you do not have the required version ofWindows Installer on your computer, the Install Wizard installs it. Then,the Install Wizard prompts you to restart your computer. Click OK.

After restart, log on to your computer if necessary. The Install Wizardresumes automatically. (If it does not, repeat steps 1 and 2 of thisprocedure.)

Microsoft .NET 2.0 Framework If you do not have Microsoft .NET 2.0Framework on your computer, the Install Wizard asks if you want to installit. Click Yesto open the .NET installer. After installing the .NETframework, the Install Wizard starts installing ACT! 2008.

3. Follow the instructions on the wizard pages to choose a region and acceptthe license agreement.

Note: If you do not accept the license agreement, the installation stops.

Click Next to advance through the wizard. If message prompts appear,read and follow the instructions.

4. Choose the destination locations (or keep the default locations) for the

ACT! and SQL Server Express software installation. (The destinationlocation is where the software and supporting files are located, such as adrive, folder, or directory.)

Caution: If you add functionality with plug-ins (third-party softwareapplications that work with ACT!), they may stop working if you installACT! to a non-default location. You may need to reinstall them.

Note: You can select a non-default installation location for SQL ServerExpress Edition. However, Microsoft requires that some key systemfiles are installed in the default location inside the local Program Filesdirectory.

5. On the Specify who can use ACT! page, select an option. By default,Anyone who uses this computer is selected (and recommended). ClickNextto advance.

Note: If you select the Only me option, only the current Windows usercan use the demonstration database files, folder structures, and the ACT!.pad file. (The .pad file is a pointer to the ACT! database.)

6. Follow the instructions on the remaining wizard pages to select a programfolder, place icons, and copy files. Click Next to advance.


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Registering and Activating the Software

7. On the ACT! Setup Complete page, read the information, and then selectone or more of the following options:

- Launch ACT!

- View README file- View Quick Start for New Users

8. Click Finish. If you selected to launch (start) the software, when it opens,the ACT! Update message appears. Click Yes to check for updates; clickNo to continue with registration.

Registering and Activating the Software

Registration is required to use the product and ensures you of timely programupdates, upgrade offers, and customer support options. If you do not registerand activate the software, it will stop working in 30 days. After you register,activate the software on each computer where the software is installed.

The ACT! Registration and Activation Wizard guides you through theprocess. You must have the serial number (printed on the back of the CDsleeve or provided with your downloaded product). You can register by

Internet or telephone.

To register and activate the software

When you first start the software, the Registration and Activation Wizardappears. If you do not register and activate the product at that time, you cando it later. From the Help menu, click Register ACT!.

Note: If using Vista, you must perform this function as an

administrator. Close ACT!, right-click the ACT! icon on the desktop orin the Program Files list, and then click Run as administrator.

1. In the Registration Options box, select an option (Internet or Phone), andthenclick Next.

2. Follow the instructions on each page. Click Next to advance.

3. When finished, click Activate.

If you receive a message, follow the instructions in the message.


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Converting an ACT! 3.x - 6.x Database

12 ACT! 2008

Converting and Upgrading Databases


Types of Conversion

Conversion maps data from the fields of one database to data in the fields ofanother database. The two conversion types for ACT! 3.x - 6.x databases areStandard and Custom. All data fields convert with either option; no data is lost.

Standard conversion (Recommended) Uses the default mapping of fields.Use Standard conversion if you have not added custom address, phone, orsecondary contact fields to your ACT! 3.x - 6.x database.

Custom conversion Lets you change field mapping before converting thedatabase. Use Custom conversion if you have added custom fields for addresses,phone numbers, or secondary contacts to your ACT! 3.x - 6.x database.

Note: During conversion, a secondary contact record is created if any

fields on the Secondary Contacts tab contain data. (For example, if aContact field on the Secondary Contacts tab has data, but no other fieldson the tab do, the conversion produces a secondary contact with onlythe contact name filled in.)

When database conversion is complete, you can choose to convertsupplemental files. The option to convert them later is selected by default.

Supplemental files include report and e-mail templates, Microsoft Word and

ACT! Word Processor templates, and layouts, labels, and envelopes. For moreinformation on converting supplemental files, see "Converting ACT! 3.x - 6.xsupplemental files" in Help.

To perform a Standard conversion of an ACT! 3.x - 6.x database

1. Open ACT! 2008, and then click Open Database on the toolbar.

2. In the Open dialog box, in the Files of type field, select ACT! 3 - 6Database (*DBF) from the list, and then locate the database file.

3. Select the database. Click Open.

4. If a verification message appears, click OK.

5. In the Database Conversion Wizard, follow the instructions on the wizardpages. Click Next to advance through the wizard.

6. If prompted, type the ACT! 3.x - 6.x database user name and password. ClickOK.


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7. On the Conversion Type page, select Standard Conversion. Click Next.

8. If the ACT! 3.x - 6.x version had more than 10 active users, on the SelectActive Users page, select 9 users besides yourself who can be active in the

ACT! 2008 database. Other users convert as inactive. Click Next tocontinue.

9. On the Specify Target Database page, complete the fields. If more thanone user has log-on privileges to the database, select the Share TargetDatabase option.

10.At the message prompt, click OK to start the conversion. Conversion maytake several minutes.

11. On the Completing the Conversion Wizard page, click Details to see thedetails about converted items. Click Finish to close the wizard.

The database opens, and you can view the data.

To perform a Custom conversion of an ACT! 3.x - 6.x database

1. Follow steps 1 through 6 in "To perform a Standard conversion of an ACT!3.x - 6.x database."

2. On the Conversion Type page, select Custom Conversion, and then clickNext.

3. On the first Convert Contact Addresses page, review the default fieldmapping for the Main address fields, and then do the following:

a. Accept the default mapping or make changes.

b. When finished, click Next.

4. On the next Convert Contact Addresses page, review the default field

mapping for the Home address fields, and then do the following:

a. Accept the default mapping or make changes.

b. If you have custom contact address fields in your ACT! 3.x - 6.xdatabase, to add the fields to the 2008 database, select I have more to convert.

c. When finished, click Next.

d. If you selected to convert additional fields in Step 4b, in the dialog box,type the name of the custom field, such as Vacation Home, and thenclick OK.

The custom field is added to the database.

e. Map the ACT! 3.x - 6.x field from Step 4d to the new field, and then clickNext.


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Upgrading an ACT! 2005 (7.x), 2006 (8.x), or 2007 (9.x) Database

14 ACT! 2008

5. For the remaining Custom field conversion pages, follow Steps 4a through4e again to add custom group addresses, phone/fax numbers, andsecondary contacts, if applicable.

6. Follow the instructions on the remaining wizard pages. Click Next to advance.

Note: If the database you are converting has more than one user withlog-on privileges, select the Share Target Database option on the SpecifyTarget Database page.

7. At the message prompt, click OK to start the conversion. Conversion maytake several minutes.

8. On the Completing the Conversion Wizard page, click Details to see thedetails about converted items. Click Finish to close the wizard.

For additional information about converting your ACT! 3.x - 6.x database,files that convert, and helpful tips, see "Database conversion requirementsand considerations" in Help.

Upgrading an ACT! 2005 (7.x), 2006 (8.x), or 2007

(9.x) DatabaseYou must complete the installation by upgrading the ACT! 2005, 2006, or 2007database.

To upgrade an ACT! 2005 (7.x), 2006 (8.x), or 2007 (9.x) database

1. Open the ACT! 2008 software.

2. From the toolbar, click Open Database.

3. In the Open dialog box, locate the folder that contains the database, andthen from the Files of type list, select ACT! Database (*.PAD) or ACT!Database (*.ADF).

4. Select the database, and then click Open. At the prompt, click Yes.

5. At the backup prompt message, click Yes, and then complete the fields onthe Back Up Database dialog box. Click No to skip the backup.

Caution:Upgrading will overwrite earlier versions of the database. Westrongly recommend that you back up your database before upgrading.

Only ACT! Administrators and Managers can back up a database.

6. Follow the instructions on your screen to complete the upgrade.


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Documents

ACT! Install Guide