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Advice

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New Member
Posts: 4
Country: USA

Advice

Good morning,

 

I'm looking for some advice on how to move forward.   I used to be pretty well versed on all things ACT but after my company moved away from it in 2011, I've lost a lot.  We picked up support for small company of 5 people.  They're currently running ACT Pro 2012 and have two databases they work in on a regular basis.  

 

We recently upgraded them to Office 365 Business Premium without thinking about the ACT integrations and of course, now there's various export features which no longer function at all.  

 

I'm looking for some help on a upgrade/migration plan as I have come to learn the on premise SQL driven deployment of ACT is a thing of the past and I'll need to migrate their data to the cloud. 

 

First, is this correct?  If so, does the newest version of ACT have any built in tools to assist in the migration or am I stuck with doing an export to CSV and import?  


Help me Obi Wan Kenobi, you're my only hope.

 

Bill

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Copper Super Contributor
Posts: 91
Country: USA

Re: Advice

It's up to you if you want to move to the cloud.

 

The migration process is pretty simple. 

 

Install the new version of Act

Using your old backups do a restore as

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Silver Contributor
Posts: 1,962
Country: United_Kingdom

Re: Advice

A lot depends on how your people work and where. Does everyone have a good internet access when doing their job?  if so Cloud hosting could be a way forward.

 

Even with all the latest developments of the cloud version of ACT there are still some functions better performed on  a fully installed version but the 2 products are getting very similar in functionality with the new  V22 release.

 

It still uses an SQL engine to drive the database it is just where that is installed, on your server or a cloud server.

 

Lastly you can install ACT for WEB on your server so that people in the office have lan access and field operatives can use the web access.

 

Lots to consider so might be worth a conversation with an ACT specialist to work through the options based on your organisations needs.

 

PS, The latest version of ACT is still able to convert your version of ACT to the new one just by opening the old database. 

 

Highlighted
New Member
Posts: 1
Country: USA

Re: Advice


@ch1p wrote:

A lot depends on how your people work and where. Does everyone have a good internet access when doing their job?  if so Cloud hosting could be a way forward.

 

Even with all the latest developments of the cloud version of ACT there are still some functions better performed on  a fully installed version but the 2 products are getting very similar in functionality with the new  V22 release.

 

It still uses an SQL engine to drive the database it is just where that is installed, on your server or a cloud server.

 

Lastly you can install ACT for WEB on your server so that people in the office have lan access and field operatives can use the web access.

 

Lots to consider so might be worth a conversation with an ACT specialist to work through the options based on your organisations needs.

 

PS, The latest version of ACT is still able to convert your version of ACT to the new one just by opening the old database. 

 


Great post. It was much needed. Love your simplistic style of explanation. Smiley Happy