How do I perform a silent installation of Act! v17 on Client computers?
Product Family: Act!
Product: Act! Premium
Silent installation is available from the installation panel
Silent installation lets administrators install Act! Premium on client computers without user intervention. Administrators use the Create Installation Script For Multi-User Deployments option on the installation panel to create the silentinst.bat file, then run this file on a Client computer to silently install Act!. By default, silentinst.bat uses a configuration file that is based on a Typical installation which installs Microsoft® SQL Server® 2014 Express files (except for when installing Act! v17.0, which uses Microsoft® SQL Server® 2008 R2 Express files).
Note: You need a registered Act! serial number for the silent install process to work.
This section describes:
- Files and folders used by silent installation.
- Steps in the silent install process and about user preferences.
- Silent installation requirements for the workgroup server and client computers.
Files and Folders Used by Silent Installation
- When you create an installation script, the process uses the files in the SI folder. These files include:
- Pre-recorded silent installation scripts for a Typical installation (one for each regional version).
- ResponseResult.txt file that explains general errors and troubleshooting.
- SilentInst.ini file that shows the settings for silent installation. When the process completes, the SilentInst.bat file is created in the ACTWG\SI folder. From this folder, you can run the .bat file and silently install Act!.
Steps in the Silent Installation Process
The steps involved in the silent installation process are:
- Copy the installation files to a shared network drive.
- Install and open Act!.
- Add and register your serial number.
- (Optional) Create a database and open it to set preferences. You can skip this step if you do not want to set preferences for client computers.
- Create the silent installation script file.
- Deploy the silent installation to client computers.
About Setting User Preferences for Client Computers
If desired, an Administrator can set preferences for client computers that include:
- The location of personal files.
- The background colors and fonts for calendars, lists, and other views.
- How contact names appear.
- How users are notified of new email messages.
Not all preferences can be deployed silently. Preferences can be database-specific or computer-specific. You can set computer-specific preferences and deploy them to client computers, but users can change them.
For more information about the preferences you can set, see “Preference for Client Computers” at the end of this article.
Silent Install Requirements
To ensure a successful silent installation, the workgroup server and client computers must meet the following requirements.
Workgroup Server and Client Computer Requirements
- A supported operating system is installed. For system requirements, refer to the following knowledgebase article:
What are the system requirements for Act!?
Answer ID What are the system requirements for Act!?
- No version of Act! is installed.
- No Microsoft SQL Server instance of Act! exists.
- All applications are closed. Open applications may cause conflicts with the installation.
- Personal firewall software is disabled. You can enable the firewall after installation.
- The person who starts Act! the first time is a local Windows® Administrator on the computer so they can activate the application. Otherwise, Act! may not function correctly.
- If using Windows Vista® or Windows 7®, your phone and modem options on the workgroup server are configured and User Account Control (UAC) is disabled on all client computers.
- The LanManServer or Server service is running. (To check this, click Start, point to Control Panel, double-click Administrative Tools, and then double-click Services. In the Name list, locate LanManServer or Server. The status should indicate Started.) Note: Procedures to access Services, and the server name, may differ depending on your operating system. See Microsoft documentation. Client Computer Requirements
- Windows Installer 4.5 is installed. Note: Some supported operating systems include Windows Installer 4.5. If your operating system does not, you must install it manually.
- Internet Explorer is installed. See system requirements at:www.act.com/systreq.
- The computer must have an appropriate amount of RAM. See system requirements at:www.act.com/systreq.
- The computer must be up-to-date with Windows Critical updates. If updates are applied prior to silently installing Act!, a restart is required.
- The computer must have an Internet connection and be on-line when Act! is launched the first time. If not, an error message appears.
- To use the Windows Scheduled Tasks wizard, all other users must be logged off the machine.
Creating and Deploying Silent Installation
This section explains how to create the silent installation script and deploy it to client computers.
Creating a Copy of the Installation Media
To install Act! silently, the installation files must be present on the local machine or be accessible from a shared network folder. You cannot run a silent installation from the installation DVD.
- Create a folder on a network drive. For example, C:\Act! Premium\.
- Copy the contents of the installation DVD to the folder created in step 1.
- Share the folder with all client computers.
Setting Preferences for Silent Install
Although not required, you can define preferences for client computers and deploy those settings with a silent installation. Preferences include startup, calendar, email, and other options.
On the computer where you created a copy of the installation media, use an installation of Act! to define your preferences. See the "What are Preferences" topic in Help for instructions. Then, when you create the installation script, you can choose to include the preferences in the silent installation.
Creating the Silent Installation Script
After creating a copy of the installation media and (optionally) setting preferences, create a silent installation script. This script runs on client computers to silently install Act!.
- Ensure you have registered your Act! serial number before creating the silent installation script
- Double-click the setup.exe file in the shared network folder where you copied the installation media files.
- On the main installation screen, click Create Installation Script for Multi-User Deployments. You can also run the installation by double-clicking SilentInstall.exe in the shared network folder.
- On the Welcome page, review the information. Click Next.
- On the Shared Network Folder page, enter the shared folder location. Click Next.
- On the Regional Version page, select the version to install. Click Next.
- On the Serial Number page, enter your Act! serial number and a troubleshooting error message. For example, you can provide a contact number to call if users have problems during installation.
- On the Preferences page, select Yes if you set up user preferences on this computer and you want to copy them to the silent installation file. Otherwise, select No. Click Finish.
Note: If you have not set up custom preferences, the default preferences will be used in the silent installation script. (See the“About Setting User Preferences for Client Computers” section for details.)
- On the Finish page, review the information. Click Close.
Deploying To Client Computers
The following section explains how to deploy a silent installation to client computers.
- Make sure the network folder where you copied the installation files and created the installation script is shared and accessible to client computers.
- If using Windows Vista or Windows 7, configure your phone and modem options and disable User Account Control (UAC) on all client computers.
- Install Act! on client computers using one of the following methods:
Important: Administrator level access is required to install Act!.
- From the client computer, instruct users to double-click the SilentInst.bat file in the shared network folder. By default, the file is created in the \\...ACTWG\SI folder.
- Use a deployment script.
Preferences for Client Computers
The following sections list the preferences you can set and deploy to client computers. For more information, see "What Are Preferences?" in Help.
- Personal Files Locations. Sets the local path for storage of selected types of personal supplemental files, such as templates, dictionaries, databases, and more.
Color and Fonts preferences
- Views – Customize. Sets text color, background color, and fonts for selected views. If the view is not customized, it uses the default settings.
- Show grid lines. Set to display grid lines in list views and tabs.
Calendars and Scheduling preferences
- Calendar - work days. Sets the days of the week as work days.
- Calendar - Start time/End time. Sets the work day start and end time.
- Calendar - First day of week. Sets the first day of the week.
- Calendar - First week of the year. Sets the first week of the year.
- Calendar - On calendars show. Shows the Contact or Company name first, or Contact name only.
- Calendar - Enable pop-ups for. Enables pop-ups for Calendar, Activity tab, Task List, or all.
- Calendar - Mini-calendar. Display only the current month on the Mini-calendar.
- Calendar -Show full day banner. Show a full-day banner for activities with a duration of the specified number of days or longer.
- Calendar - Show tentative activities on my calendar. Show tentative activities scheduled by another user on the user's calendar.
- Scheduling - Activity type settings. Sets the activity Priority, Alarm lead time, and Duration; specifies whether to automatically display drop-downs for selected fields in dialog boxes; sets the Timeless default and activity roll-overs.
- Scheduling - When clearing activities. Show cleared activities as dimmed or with strikethrough.
- Scheduling - Conflict checking. Enable checking for scheduling conflicts.
- Scheduling - Make new activities public. Sets new default activities as public. If cleared, defaults to private.
- Scheduling - Create separate activities when scheduling with multiple contacts. Creates a separate activity for each contact included in the scheduled activity.
E-mail preferences from the E-mail Editor tab
- Select the e-mail system you want to use to send e-mail. Sets the primary email account (if the user has multiple email systems set up to use with the Act! E-mail Client).
- Check spelling before sending e-mail. Checks spelling before sending message.
- Folder settings - Empty deleted items. Empties the Deleted Items folder upon application exit.
- Folder settings - When connected, notify me of messages every X minutes. Sets how often to check for new messages.
- Attaching e-mails to contacts – When attaching e-mails with files. Sets prompt behavior when attaching files to messages.
- Composing Options - Send e-mails in. Specifies whether to send message as HTML or plain text.
- Composing Options - Default priority. Sets default priority (Low, Normal, High) for new messages.
- Composing Options - History options. Sets default history recording option (none, subject only, subject + message, attach to contacts) for new messages.
- Composing Options - Make history private. Sets whether histories for new messages are marked private.
- Composing Options - Request return receipt. Specifies if new messages automatically request a return receipt from recipients.
- Composing Options - Reply and forward settings. When replying or forwarding messages, specifies whether to close the original email, include the original email, or include attachments.
- Composing Options - Use auto-fill to suggest names by. Specifies how names are resolved (use first name, last name, company, or email address).
- Composing Options - E-mail addressing and name resolution. Specifies where (contact database or email system) to search for recipients' names and in what order.
- Composing Options – Signatures. Opens a dialog box for managing signatures.
- Default Word processor. Specifies the application to use for generating documents.
- Spelling - Always suggest replacement for misspelled words. Suggests an alternative option for misspelled words.
- Spelling - Upon saving, check spelling for the following. Checks spelling in activities, notes, histories, opportunities, or Act! Word Processor documents and do it before saving.
- Spelling - Ignore UPPERCASE words. Ignores all uppercase words whether they are in the dictionary or not.
- Spelling - Ignore words with numbers. Ignores all word with numbers whether they are in the dictionary or not.
- Spelling - Select main dictionary. Specifies the location of the main dictionary to use for checking spelling.
- Spelling - Select user dictionary. Specifies the location of the user dictionary to use for checking spelling.
- Dialer - Use Dialer. Turns on the dialer.
- Dialer - Modem or line. Specifies whether the dialer uses a modem or phone line.
- Dialer – Properties. Displays the location list.
- Dialer - Hide dialer after dialing. Hides the dialer after the number is dialed.
- Dialing - Start timer automatically on outgoing calls. Starts the timer automatically when placing an outgoing call.
- Quick Print. Opens a dialog box for setting quick print options: Orientation, format, header, footer, and other information.
- Record creation options. Specifies whether new contacts, companies, groups, or opportunities default to public, private, or limited record access.
- Startup database. Specifies the database to open when Act! is opened.
- Automatically check for updates every X <period>. Specifies how often to automatically check for software updates.