11-19-2010 05:58 AM
Here is my problem. I have a client I have worked with before and setup a previous version of Act for syncing between 2 computers. Recently they called me out because they upgraded to Act 2010 and want it setup for syncing again. 1 system has the premium version on it but I'm not sure if that matters. The one with premium I did have to update to get it to the same version as the other at 220.127.116.11 HF1.
They installed this 2010 version about 4 months ago when they both had the same data. Since then they have both added and deleted and now 1 database has around 150 more entries than the other. The one with the most entries is the premium version. I tried to go through and figure out and to get the 2 systems to sync up but I've never used this version and have been unable to do so yet.
What is the first step I need to take to get both machines with the same data? I'm assuming I can then set them up to sync but I will need info on setting that up as well.
Both systems are running Windows 7 if you need that information.
I'm willing to provide more information and look forward to any help anyone can provide.
11-19-2010 07:58 AM
Welcome to the Act! Online Community!
Unfortunately, having the builds of the program consistent isn't enough - the programs have to be the same version (Premium or Standard).
In the meantime, you can update the information/changes by using the import process, but there are several steps you will have to take due to the different versions.
- in the Premium program, use File > Save Copy As > to create a copy of the database in Standard format
- move the Standard copy to the other computer and open it
- in Standard db: perform Lookup > Contact Activity > select a date to correspond with last time they were in sync (to reduce amount of data to export)
- export the Standard db to the original database (using Current Lookup option)
- when export is complete > create a backup of the main database (File > Backup > Database) and restore it on the computer with Premium installed (File > Restore > Database > Restore As). Premium can open a Standard format db, Standard cannot open a Premium format db.
- on Premium install > use this newly restored database
Here are some articles to help:
Downgrade database from Premium to Standard: KB Article 22168
Import/Export from one database to another: KB Article 17539
11-23-2010 06:16 AM
Once there is a single database that contains all of the information and they are both on the same version...
From the complete database you will need to create a 'Remote' database that will be restored onto the other computer. This remote database will then be able to sync with the main database - assuming there is a network connection that allows the computers to communicate.
Here is an article with steps for creating a remote database: KB Article 14116
If you wait until they are both updated to Premium you won't have to use the 'Save Copy As - Standard version' steps, you will be able to restore one database onto the other computer and go straight to the export step.