Question

ACT! 2007 9.0

Asked by: aeraps

Hi All,

 
We have recently migrated one of our clients SBS 2003 to SBS 2008, ACT! 9.0 and their new version coming out isn't supported on SBS 2008 (I have confirmed this from ACT! Sage).

Our Client used to access ACT from the OLD server (SBS 2003), now after the migration, when we tried to install act on sbs the settings were lost.

We then mapped the old server's drive to the client's pc and mapped another drive from the new server to the client's pc. So, now sometimes when the user restarts their machine, they have to open up the mapped drive on the old server and double click the respective *.pad file, and act opens on their machine, they input their username/password, close it and then open up the same pad file from the new server (we have copied all the files over to the new server)

If they open it up straight from the new server share (mapped drive) ACT will give an error saying cannot locate the layout files (i can't remember exactly).

How can we fix this ? Any ideas ?

Also, the other issue is : The ACT! user used to have templates for mail merge etc, now when they browse after selecting mail merge it opens up the same template folder from the new server (which we have copied exactly as it was from the old box to the new box) but none of their custom *.tpl files are there. However when I searched the names of the files they were found on the new server but with an extension of *.ADT but no *.tpl files with those names were found.


This is highly important for them or they would have to re-do it all again, can someone please advise,suggest something in this issue as well ?

I am sorry if i haven't explained it properly or missed something, please let me know and I will try to get as much info as possible.

 
Thanks

PS : Looks like they only have two users who uses ACT!, can anyone suggest an alternative on how to deploy ACT and migrate all of the settings from the OLD ACT to the new Act installation ?

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Asked On
2009-09-29 at 03:31:55ID24769539
Tags

ACT!

,

SAGE

,

SBS2008

,

Contact Management

Topics

ACT

,

CRM Software

,

SBS Small Business Server

Participating Experts
1
Points
500
Comments
7

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Answers

 

by: GLComputingPosted on 2009-09-30 at 03:43:11ID: 25457118

While SBS 2008 isn't officially supported, it can work unless using Premium for Web. See:
http://blog.glcomputing.com.au/2009/03/why-act-premium-for-web-isnt-supported.html

How did you copy the database? This is the correct way:
http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=19818
If you've just copied the files, the PAD will still point to the old server and that's what you'll be using. That is, the users might still be entering data in the database on the old server

You can reset the PAD if you delete the PAD file, then (in ACT!)
File | Open
Change File Type to ADF
Open the database
It will create a new PAD file

BUT if, as I suspect, they are still accessing the old db from the PAD file, you should check this and if so, detach the db on the new server (with ACTDIAG), then delete it and move the old one correctly as per above.

The ADT/TPL issue is because you haven't set ACT! to look for Word in Tools | Preferences

For some info on how to implement a shared db, have a look at:
http://blog.glcomputing.com.au/2009/02/sharing-act-network-or-sync.html

 

by: aerapsPosted on 2009-10-01 at 02:33:59ID: 25467055

Hi GLComputing,

Thanks for your reply, we are not using ACT! Premium I think,  its ACT! 2007 version 9.0, do you mean I can install it on the current SBS 2008 and then do the detach and attach of the database for the new location ?

Also for the ADT/TPL, shall I just open ACT! on the client's computer and go to tools - preferences ?

Thanks alot

 

by: GLComputingPosted on 2009-10-01 at 05:05:46ID: 25467755

While not supported, I have seen ACT! 2009 running on SBS 2008... I'm not sure about ACT! 2007, but could be worth a try

ADT/TPL - yes

 

by: aerapsPosted on 2009-10-05 at 00:11:53ID: 31634769

Hi GLComputing,
Thanks for your reply, I will be doing the migration soon in a couple of days or  week - I think ;

Can you please keep an eye on this question, I might ask a few more tips if I get stuck in it.

Thanks for your tips so far and I will keep you posted.

Thank you
AerAps

 

by: GLComputingPosted on 2009-10-05 at 00:44:50ID: 25493111

You and your clients might find it useful to also join this group: http://www.linkedin.com/groups?gid=49896

 

by: aerapsPosted on 2009-10-05 at 03:50:19ID: 25493976

Hi GL Computing,

|Thank you for your support and link :-), I Will definitely join that group.

Just to re-confirm :

For the ADT/TPL : I just checked that when inside ACT! Tools > Preferences > Communication > ACT! is selected as the wordprocessor . (Is it here you want me to change it to Word) and it will load the template files ?

With regards to the installation/migration of ACT!, is there a WAY I can make sure as to where is the user using the PAD File from and updating database on to what location.

I have planned on to follow the link you provided and will post my updates if I ran into any problems :-)

Thanks again and sorry to bug you again on this.

 

by: GLComputingPosted on 2009-10-05 at 03:52:50ID: 25493988

ACT! word processor templates - ADT
Word templates - TPL

Have a look at the PAD file the user is opening. Open in in Notepad - you'll see the server name and location

20120131-EE-VQP-002

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