Product Family: Act!
Version: 2005 and later
Product: Act! Pro, Act! Premium
- In order to create a shared database, you must create this database on the computer (Server) that will host the shared database.
- By server we are referring to the computer that will be hosting the Act! database and supplemental database files, such as attachments, templates, layouts, and queries.
- By workstation we are referring to any of the computers that are accessing the Act! data that resides on the server.
Note: If the server is acting only as a host for the database and is not being used to actively work in the database, then you will not need a unique license for the server. You may use the same serial number that you have registered for a workstation and will be in compliance with the Act! Software Users licensing agreement. You may also register Act! with the same serial number on a laptop computer for the purpose of synchronizing a database in accordance with the 80/20 rule.
- The database must be on a local drive and cannot be on a mapped or network drive
- Ensure that all users have the same version of Act!. You can verify your installed version number by using the following knowledgebase article:
How can I tell what version and build of Act! I have?
Answer ID How can I tell what version and build of Act! I have?
- You must perform a full install of Act! on the server and each workstation.
- To set up a shared database correctly, all workstations must have full read/write access to the Database folder and the Supplemental Files folders. For information on how to find your Database folder and the Supplemental Files folders, please refer to the following Knowledge Base documents:
The Help/About Act! Dialog Box Explained
Answer ID The Help/About ACT! Dialog Box Explained
How To Determine the Location of Database Supplemental Files Folders
Answer ID How do I determine the location of the database supplemental files folders?
- Firewalls can interfere with the ability to share a database. For a list of exceptions which should be added to your firewall, refer to the following document:
Using your Anti-Virus/Firewall Software with Act!
Answer ID Using your antivirus/firewall software with Act!
Setting Up the Server:
- Create a Database on the server
- If you are using any version of Act! prior to 2010, please follow the instructions in this knowledgebase article: How to Create Your ACT! 2005 Database
- If you are using a version of Act! that is 2010 or later, please follow the instructions in this knowledgebase article: How do I create a new database in Act!?
- When your newly created database is open, click the Tools menu, and then choose Database Maintenance. Ensure that the Share Database option is enabled.
Setting Up the Workstations:
- Open Act! on the server.
- Click the Help menu, and then click About Act!
- Click Database Info
- The path to the .PAD file for your database is listed under Database User Information, note this location.
Note: If the entire path is not displayed, click the text of the path, and use the arrow keys (on your keyboard) to move the cursor to the end of the text to view the entire path.
- Browse to the location of the .PAD file from the previous step and copy this file to each user's Databases folder.
Note: The .PAD file is simply a pointer to the actual database files. The most common method of copying this file to another computer is to use Windows Explorer (or My Computer) to make a copy of the original .PAD file, and then navigate through the network to paste the file to the hard drive of another connected computer. The .PAD file can also be transferred to an external storage device, such as a flash drive. If you transfer the .PAD file using external media, you must ensure that the remote computer can access the folder hosting the original .PAD file and that the remote user has Full Control Permissions into this location.
Using the Shared Database:
Use either of the following methods to open the database:
- Open Act!, click on the File menu, then choose Open Database and select the desired database from the Open window.
- Copy the .PAD file to the users database folder and Double-click the .PAD file.