how to install and upddate act! 2010

www.yourcrmteam.com How to install and upgrade to ACT! 2010 of 28

How to install and/or upgrade to ACT! 2010 Premium

General preparation details Pages 1 – 9 (see Addendum 1, Page 28) Installing ACT! Premium EX Pages 10 - 16 Installing ACT! for Web Pages 18 – 24 Upgrading to ACT! 2010 Pages 25 – 27

Important Notice: If upgrading from

ACT! by Sage 2009 (11.0) ACT! by Sage 2008 (10.0) ACT! by Sage 2007 (9.0) ACT! by Sage 2006 (8.0) ACT! 2005 (7.0) to ACT! by Sage 2010

it is CRITICAL that you create back ups of your e-mail and all your contact database(s). This version of ACT! uses a newer version of the Microsoft® SQL Server® than in ACT! 2006 or ACT! 2005. Once you have installed and updated your database(s) you CANNOT revert back unless you have a back up. When you update your current database(s), they will be written over. You will find references to other KnowledgeBase acticles throughout this document. These may be accessed at http://kb.sagesoftwareonline.com/. ACT! 2004/6.0: If you are attempting to convert a ACT! 2004/6.0 (or earlier) database, It is HIGHLY recommended that you perform maintenance on your database using ACTDiag. For more information, please refer the following Knowledgebase article: Title: How to Use The ACT! Data Diagnostic Tool (ACTDIAG) to Scan and Repair a Database Answer ID:11984 If you have been using ACT! 2009, ACT! 2008, ACT! 2007, ACT! 2006 or ACT! 2005 and also have an installed copy of ACT! 2004/6.0 (or earlier) and using Internet Mail (most users use the Outlook Integration), Internet Mail will be converted again during the installation of ACT! 2010. This can cause issues with your new installation of ACT!. It is strongly recommended that you rename your Email folder. It is suggested that you rename this folder to ACT6_Email. The default location is C:\Documents and Settings\<user_name>\My Documents\ACT\. Special Note for Multi-Users: If you are sharing a database with other users, all users must upgrade to the ACT! 2010 version to continue sharing the database. It is recommended that prior to updating, all users should log out of the database. Other users that have not yet upgraded to this version will be unable to log in to the database until they have upgraded to ACT! 2010. Special Note for Remote Synchronization Users: If you are synchronizing a database with other users, all users must upgrade to this version to continue synchronizing. It is strongly advised that all remote database users synchronize before the main database is converted. In addition, the remote users should not enter or change any data into their remote databases or attempt to synchronize until the after main database and all remotes are upgraded and converted to the new version.


Network and Internet sync services must be uninstalled and reinstalled using Disc 1 of ACT! by Sage 2010. For more information, please refer the following Knowledgebase answers:

Title: How to Install and Configure the Network Sync Service for ACT! by Sage Premium 2010 Answer ID: 25191

Title: How to Install and Configure the Internet Sync Service for ACT! by Sage Premium 2010 Answer ID: 25192 Note: If you are using Application synchronization; this is upgraded with the program. No other tasks are required.

Special Note for Handheld Link Users: If you are using either ACT! Link for Palm OS® or ACT! Link for Pocket PC®, it is strongly recommended that you synchronize before creating back ups. You will be required to uninstall your current linking software and install the upgraded version to continue using your handheld device with ACT!. Please refer to the appropriate Knowledgebase Answers:

Title: How to Back Up and Restore an ACT! Database Answer ID: 19211

Title: How to Backup and Restore Your ACT! E-Mail Database Answer ID: 19212

Title: How to Back Up and Restore an ACT! by Sage 2006 Database Answer ID: 15206

Title: How to Back Up and Restore Your ACT! by Sage 2006 E-mail Database Answer ID: 15207

Important Note for ACT! for Palm OS Users: ACT! For Palm OS is not supported in ACT! 2010. In order to continue to synchronize your Palm device with your ACT! database, you will need install the 2010 version of ACT! Link for Palm. Please refer to the following Knowledgbase article for information on installing this link:

How To Install ACT! Link for Palm OS® 2010 Answer ID: 25195

Suggestions for your Computer before Upgrading: The following will help to speed up your installation of ACT!:

Windows System Requirements: Please refer to the ACT! System Requirements for information to insure that you have the recommended updates.

For XP operating system, see addendum 1 on page 28 regarding XP SP3

How to determine what Windows update you have installed: Use the following steps:

Right-click your My Computer icon on the Windows Desktop, and then click Properties. The System Properties dialog box appears.


--or--

1. Launch the Windows Control Panel. 2. Double-click the System option. The System Properties dialog box

appears.

Windows Installer 3.1: It is recommended that you update your copy of the Windows installer to version 3.1 before installing. This update is required to install ACT!. It has been included and will automatically be installed if not present. This will decrease the time needed for the installation of ACT!. Please refer to the following Microsoft Knowledge Base document if you would like to install before installing ACT!:

Windows Installer 3.1 Redistributable (v2)

Software-Based Firewall Users: If you use a software-based firewall, you must temporarily disable it to install ACT!. (This does not apply to hardware-based firewalls.) Once you have installed ACT!, you can enable the firewall software and use it with ACT!. We suggest the following process: 2. Disconnect from the Internet (disconnect the cable leading to your computer).


3. Disable the firewall software, following the software vendor's instructions. 4. Install ACT!. 5. Enable the firewall software, following the software vendor's instructions. 6. Re-connect to the Internet (reconnect the cable leading to your computer).

Installation Information: You can install ACT! 2010 without needing to uninstall ACT! 2009, ACT! 2008, ACT! 2007, ACT! 2006 or ACT! 2005. The installer will detect the presence of the previous version of ACT! and uninstall it before installing the newer version.

However, it is best practice to uninstall the previous version of ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008 or ACT! 2009 through the Add\Remove Programs function in your Windows® Control Panel before installing ACT! 2010.

There is no need to remove ACT! 6.0 (2004) or earlier versions. ACT! 6.0 (2004) and earlier versions can co-exist with ACT! 2010 on the same computer. NOTE TO USERS WITH 64-BIT OPERATING SYSTEMS: Before proceeding with the installation, please see the following Knowledgebase article for important information regarding the compatibility of ACT! with 64-bit operating systems:

Understanding ACT! Compatibility with a 64-bit Operating System Answer ID: 23023

System Requirements: Prior to installing ACT! 2010, please view the ACT! by Sage 2010 System Requirements to ensure that your system will support the software. Important: If you are upgrading from an earlier version of ACT!, please refer to the section on upgrading your database before proceeding (pages 25-27 )

If this is a new installation of ACT!, then proceed with the instructions below: Before installing ACT! you will need to ensure that you are logged in to the computer as a Local Administrator and that File and Printer Sharing for Microsoft® Networks is installed as a service for the Local Area Connection. Important Note: ACT! installs its default database folder under the currently logged in user's My Documents folder. If you are logged into Windows® as the user named Administrator, you may want your database folder located in a more secure folder on your server.


To ensure that you are logged in as a Local Administrator: For Windows XP run "control userpasswords2"

1. Click the Start button, and then click Run. The Run dialog appears.

2. Type control userpasswords2 into the Open window, and then click OK.

For Windows Vista® run "control userpasswords2"

1. Click the Start button. 2. Type control userpasswords2 in the

Start Search dialog box. If you have Local Administrator rights (with either Windows XP or Vista), the User Accounts window appears: (Windows XP)

(Windows Vista)


If you do NOT have Local Administrator rights, the following User Accounts window requesting an Administrator Login appears for Windows XP users:

If you are using Windows Vista, the User Accounts dialog box will appear; however you will get the following error message when you attempt to give the user administrative rights:

Alternate Method for Determining Log on Rights on a Windows XP/Vista computer: 1. Right-click the My Computer icon, and then click Manage from the shortcut menu.

The Computer Management window launches. 2. In the left pane, click the plus sign to expand the Local Users and Groups branch,

and then click the Groups folder in the left pane.


3. In the right pane, double click the Administrators entry. The Administrators Properties dialog appears to list all users with administrator login access to this computer.

4. If your Windows Username is on the Members list, you have the needed access. If not, you must be added to this list by a Local Administrator or you must use a different (administrators) login prior to installing ACT!.


To ensure that File and Printer Sharing for Microsoft Networks is an installed Service: 1. Right-click My Network Places, and then click Properties from the shortcut menu.

The Network Connection window appears. 2. Right-click Local Area Connections, and then click Properties from the shortcut

menu. The Local Area Connection Properties dialog box appears:

Ensure that File and Printer Sharing for Microsoft Networks is listed in This connection uses the following items box.

• If it IS listed: Click OK, and then close the Network Connection window.

• If it is NOT listed use the following steps to install the service:

a. Click Install, the Select Network Component Type dialog box appears:

b. Click Service, and then click the Add button. The Select Network Service dialog box appears:


c. Click File and Printer Sharing for Microsoft Networks, and then click OK. The Service will be installed. You must restart you computer.

This will add a new service to your computer that is needed for ACT! to install and run correctly. To verify that the service was installed and is running use the following steps:

3. Click the Windows Start button, and then click Run. The Run dialog box appears.

4. In the Open field, enter services.msc, and then click OK. The Services dialog box appears.

5. Locate Server under the Name column, ensure the Status is Started and the Startup Type is Automatic. Make any needed changes and close.


How to install ACT! Premium 2010 EX

Close all open programs on your machine before installing ACT! Premium 2010 and turn off firewall and antivirus applications.

1. Place the installation disc into your CD-ROM drive. The main installation menu appears.

2. The InstallShield Wizard appears.

3. When prepared to install, the following ACT! dialog box appears if you do not have Microsoft .NET Framework 2.0 installed, you will need to click Yes to install at this time. Otherwise, proceed to Step 4.


4. Click Yes. The following progress indicator appears. Note: For more Information on installing Microsoft .NET 2.0 contact Microsoft.

5. When the installation of .NET 2.0 is completed, You will get a prompt to reboot your computer. This message box will appear under the following conditions:

• Microsoft .NET is being installed during the ACT! installation • Windows Installer 3.1 is being installed during the ACT!

installation • You have just uninstalled a previous version of ACT! prior to

installing ACT! 2010

Click Yes to reboot your machine. After you have logged back into your machine, the InstallShield Wizard pictured in Step 2 will appear and the ACT! installation will continue. Clicking No to the reboot prompt may potentially cause errors with the installation. If none of the reboot conditions apply, then there is no need to reboot and you can proceed to Step 6.

6. Click Next. The Running System Check dialog box appears and then closes.

7. Next, the Regional Version dialog box will appear:


8. Select the appropriate country, and then click Next. The License Agreement dialog box appears:


9. Read through the License Agreement. Enable the I accept the terms and conditions as stated above option, and then click Next. The Type of Install dialog box appears:

10. If you select Typical, ACT! will install with the default settings most commonly used and you can skip down to Step 14. If you choose Custom, then proceed to the next step to customize your installation.


11. Click Next to accept the default directory. You may click the Browse button to install ACT! or the SQL Server® Express into a different location if desired, however, this is not recommended. The Who Can Use ACT! dialog box appears:

12. Enable the appropriate Specify who can use ACT! on the computer option:

• Anyone who uses this computer - all users that log onto the computer will be able to use ACT! (recommended).

• Only me - only the current user logged into Windows will be able to use ACT!. The Select Program Folder dialog box appears.

Click Next. The Start Menu dialog box appears.


13. Take note the Program Folder name. Although you can enter a different folder name or choose from a list of Existing Folders, it is recommended that you simply note the default folder and click Next.

14. The ACT! Icons dialog box appears:

15. Enable the options that are best for you (defaults are recommended) and then click Next.

16. Verify your installation settings, and then click Next to begin copying files, or click Back to change your settings. The following Extracting Files progress indicator appears.

17. The following Microsoft SQL Server 2005 dialog boxes will appear as

SQL Server is installed:


18. Once SQL Server is successfully installed, the following progress indicator will appear and the ACT! portion of the installation will begin:

19. When the installation is near completion, the following message appears:

20. When the installation is completed, the ACT! Install Complete dialog box appears:

21. Check the desired options and click Finish to complete the installation process. When the installation menu reappears, you can choose to install other ACT! applications or click Exit to close the installation menu.


How to install the Web version

Use the following steps to install ACT! Premium for Web 2010: Install Internet Information Services (IIS) It is required that you have IIS installed before you install ACT! Premium for Web. For more information and steps on how to install IIS, please refer to the following Microsoft document: Installing IIS 7.0 on Windows Vista Installing IIS 7.0 on Windows Server 2008 Install IIS 6.0 (IIS 6.0) How do I install IIS on my Windows XP computer? (IIS 5.1) Installing ACT! Premium for Web 2010: Use the following steps to install ACT!: Close all open programs and disable active AntiVirus and Firewall software.

1. Place the ACT! installation CD into the CD-ROM drive. The main menu will load automatically.

If the main menu did not load automatically, please use the following steps:

a. Click the Start button, and the click Run. The Run dialog box appears. b. Type d:\setup.exe in the Open field (If d: is not your CD-ROM drive, then

please use the appropriate letter), and then click OK.

2. Click Install ACT! Premium for Web. The InstallShield Wizard message box appears:


3. If you are installing ACT! Premium for Web on a Windows XP Machine, the following notification dialog box will appear:

4. If you wish to continue with the installation, click Yes, otherwise click No to cancel the installation.

5. When the InstallShield Wizard is complete, the System Check will process:

6. When the install is ready to proceed, the ACT! Premium for Web - Regional Version dialog box appears


7. Select the appropriate region, and then click Next. The ACT! Premium for Web - License Agreement dialog box appears:

8. Review the License Agreement. If you agree to the terms and conditions as stated above click Accept. The ACT! Premium for Web - Choose Destination Location or the ACT! Premium - Type of Install dialog box appears.


9. If you select Typical and click Next, ACT! will install in its default location. Selecting Custom will allow you to modify the installation path and other settings. For Custom, select the box and click Next. The ACT! Premium for Web - Destination Folder dialog box appears:


10. Click Next to accept the default directory. You may click the Browse button to install ACT! into a different location if desired, however, this is not recommended. Note that the SQL Sever Standard Edition option is not available if you have installed the SQL Server from installation DVD 2. You may click the Browse button to install Microsoft SQL Server Express into a different location if desired, however, this is not recommended. The ACT! Premium for Web - Who Can Use ACT! dialog box appears.

11. Enable the appropriate Specify who can use ACT! on this computer option, and then click Next:

• Anyone who uses this computer - all users that log onto the computer will be able to use ACT! (recommended).

• Only me - only the current user logged into windows will be able to use ACT!.

The ACT! Premium for Web - Start Menu dialog box appears.


12. Take note of the Program Folder name. Although you can enter a different folder name or choose from a list of Existing Folders, it is recommended that you simply note the default folder and click Next. The ACT! Premium for Web - ACT! Icons dialog box appears:

13. After clicking Next, the installation process begins and the following Installing Microsoft SQL Server 2005 progress indicator appears.

14. The following ACT! installation progress indicator appears:


15. When the installation is near completing, the following message appears:

16. Once the installation complete, the following ACT! Premium for Web - ACT! Premium for Web Install Complete dialog box appears:

17. Enable any of the desired options and click Finish to complete the installation.

Please refer to the Administrator’s manual for set up and configuration using the Web Administration Tool.


Upgrading Your Database: Once you have installed ACT! you must upgrade your databases. Each database will upgrade automatically upon opening. This upgrade takes approximately 3-5 minutes. Open all databases to upgrade the structure of each. Use the following steps:

1. Launch ACT!. 2. Open the database you would like to upgrade. The following ACT! dialog box appears:

3. Click OK. The following Working indicator appears.

4. When the verification is completed the following ACT! dialog box appears.

5. If you click Yes, the following Back Up Database dialog box appears. If you clicked No, skip to step number six.

Click OK to back up your database. The following Back Up progress indicator appears.


When completed the following Backup message box appears:

Click OK. The following ACT! message appears:

6. Click OK. The following Updating indicator appears:

7. When the upgrade is complete, the following ACT! message window appears:

8. Click OK to complete the upgrade and open your database. 9. Repeat above steps for all databases.

Outlook® Users:


Outlook Cache Mode: If you use ACT! e-mail with Outlook 2003 and Outlook is set to cached mode, several issues can occur, including, but not limited to the following:

• When closing/exiting ACT! e-mail, an error occurs. • When deleting messages from the Drafts folder, the wrong e-mail is deleted. • When deleting messages in the message list, the focus jumps to the top

message (rather than the previous or next message). • When you delete the top message in the message list, the preview remains. • Sent messages remain in the Outbox until you perform a Send/Receive from

Outlook. • The Find Message feature in ACT! e-mail finds only one message, but duplicates

that message in the list of found messages. It is strongly recommended that you do NOT use this mode. Please refer to the Outlook 2003 documentation or the following Knowledgebase Answer for information on disabling cached mode:

Title: Unable to Move or Delete a Message When Using Microsoft® Outlook® 2003® in Cached Exchange Mode Answer ID: 13971

Address Book: If you use Outlook Integration, you must reselect the ACT! Address Book after upgrading your database. For detailed information, please refer to the following Knowledgebase Answer:

Title: How to Add My ACT! Address Book to Microsoft® Outlook® 2003, Outlook 2002 (XP) or Outlook 2000 Answer ID: 19204

Title: How to Add My ACT! Address Book to Microsoft® Outlook® 2007 Answer ID: 21428


Addendum 1 Blue Stop Error and System Crash When Installing ACT! by Sage 2010 (ACT! Answer ID 25441) You are installing ACT! 2010 and receive a blue stop error and the system crashes and loops indefinitely. This issue has been reported to occur in a VMware® specific virtual environment if the host machine is Windows® XP Service Pack 2 (SP2). The issue will occur when installing SQL Server® Express 2005 Service Pack 3 (SP3), which is a component of the ACT! install. You can resolve this issue by updating your Window XP VMware Session to Windows XP Service Pack 3 and the issue should not persist when attempting to install ACT!.

NOTE: This issue has also been reported to occur outside of VMware virtual environments. ACT! 2010 installs with SQL Express 2005 Service Pack 3 (4035). The installing components of SQL include Microsoft® VSS Writer. This service installs as a function of the SQL install and the VSS Writer Service is set to Automatic (started) during the ACT! 2010 installation. On certain Windows XP Service pack 2 environments, this can trigger a blue screen booting loop. To correct this, boot into Safe mode and set the service to Disabled. You will still want to either apply the Microsoft offered hot fix files and or apply XP Service Pack 3.

For more information on making changes to VMware sessions, please refer to your VMware documentation or visit VMware.com. This issue also has been reported to be resolved with applying a Microsoft Hot Fix. Bypassing the system crash will first require booting the computer into Safe Mode. Please use the following steps to resolve:

1. Boot Windows into Safe Mode (use F8 during system boot and scroll to that selection).

2. Once Windows has successfully booted, disable the service for the ACT7 instance: a. Click the Windows Start button, and then click Run. The Run dialog box

appears. b. Type services.msc into the Open field, and then click OK. The Services panel

appears. c. Locate the SQL Server (ACT7) service. d. Right-click the SQL Server (ACT7) service from the Name column, and then

click Properties from the shortcut menu. The SQL Server (ACT7) Properties (Local Computer) dialog box appears:

e. Click the Startup type field, and then click Disabled from the drop-down list. f. Click Apply, and then click OK.

3. Restart the computer in normal mode and uninstall the SQL Server ACT7 instance. For more assistance on manually removing the ACT7, please refer to the following ACT! Knowledgebase Answer:

How to Manually Remove the ACT7 Instance of SQL Answer ID: 23401

o Download and apply the Microsoft Hot Fix from http://support.microsoft.com/kb/921337

1. Attempt to install ACT!

how to install and upddate act! 2010

Documents

version of act

new installation of

installed copy of act

remote database users

remote users

main database

earlier database

sage premium