Product Family: Act!
Product: Act! Pro, Act! Premium, Act! Premium (access via web)
Answer: This article provides the necessary information to upgrade your software and database to Act! v18.
When upgrading a database from a previous version of Act! it is CRITICAL that you create backups of any databases on your computer. Once you have installed Act! v18 and updated your databases to Act! v18 from their previous version, you CANNOT revert back without uninstalling Act! v18, reinstalling your previous version of Act!, then restoring from the backup that was taken prior to upgrading. When an Act! database is updated, they are updated in their existing file location and are written over. If you are using the Act! E-mail, you must also create a backup of your e-mail database. For information on creating these backups, refer to the knowledgebase articles below:
How to back up and restore an Act! database
Answer ID How to back up and restore an Act! database
How to Back Up and Restore Your Act! E-mail Database
Answer ID How to Back Up and Restore Your ACT! E-mail Database
Act! 3.x, 4.x, 5.x (2000) or 6.x (2004):
If you are attempting to convert an ACT! 3.x, 4.x, 5.x (2000) or 6.x (2004) database to Act! v18, It is HIGHLY recommended that you perform maintenance on your database using the Act! Diagnostics tool for that version prior to conversion. For more information on maintenance and conversion of these databases, refer the following Knowledgebase articles:
How to Use The Act! Data Diagnostic Tool (ACTDIAG) to Scan and Repair a Database
Answer ID How To Use The Act! Data Diagnostic Tool (ACTDIAG) to Scan and Repair a Database
How to convert an ACT! 3.x, 4.x, 5.x (2000) or 6.x (2004) database to versions 2005 and higher
Answer ID How to convert an ACT! 3.x, 4.x, 5.x (2000) or 6.x (2004) database to versions 2005 (v7) through v19.1
If you have been using Act! 2005 or higher and also have an installed copy of Act! 2004 (6.0) or earlier where you were using Internet Mail with Act!, the Internet Mail will be converted again during the installation of Act! v18. 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-User Databases:
If you are sharing a database with other users, all users must upgrade to the same version of Act! to continue sharing the database. It is recommended that prior to updating, all users should log out of the database. Users that have not upgraded will be unable to log in to the database until they have upgraded.
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.
For Act! Premium users, Network and Internet sync services must be uninstalled and reinstalled using the Act! v18 download files . For more information, please refer the following Knowledgebase articles:
How do I uninstall the Act! Network Sync Service?
Answer ID How do I uninstall the Act! Network Sync Service?
How do I install and configure the Act! Network Sync Service?
Answer ID How do I install and configure the Act! Network Sync Service?
How to uninstall the Act! Internet Sync Service
Answer ID How to uninstall the Act! Internet Sync Service
How do I install and configure the Act! Internet Sync Service?
Answer ID How do I install and configure the Act! Internet Sync Service?
Note: If you are using Application synchronization (built-in sync service), this is upgraded along with the program and does not require the installation of a separate service.
Suggestions for your Computer before Upgrading:
The following information is designed to help to speed up your installation of Act!:
Please refer to the Act! v18 System Requirements to ensure you have the recommended hardware and software updates to install and run the software.
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.
- Launch the Windows Control Panel.
- Double-click the System option.
The System Properties dialog box appears.
Windows XP/Windows Server® 2003
Windows Vista®/Windows 7/Windows Server 2008/Windows 8
Windows Installer 4.5:
It is recommended that you update your copy of the Windows installer to version 4.5 before installing. This update is required to install ACT!. It has been included and will automatically be installed if not present. Installing this prior to the installation of Act! v18 will decrease the overall installation time. Please refer to the following Microsoft Knowledgebase document if you would like to install before installing Act!:
Microsoft .NET Framework 4.0:
It is recommended that you update your copy of the .NET Framework to version 4.0 before installing. This update is required to install Act!. It has been included and will automatically be installed during the Act! v18 installation if not present. Installing this prior to the installation of Act! v18 will decrease the overall installation time. Please refer to the following Microsoft Knowledgebase document if you would like to install before installing Act!:
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!. Swiftpage recommends the following process:
- Disconnect from the Internet (disconnect the cable leading to your computer).
- Disable the firewall software, following the software vendor's instructions.
- Install Act!.
- Enable the firewall software, following the software vendor's instructions.
- Re-connect to the Internet (reconnect the cable leading to your computer).
It is recommended to uninstall the previous version of ACT! 2005 or higher through the Add\Remove Programs (Windows XP, Server 2003) or Programs and Features (Windows Vista, Windows 7, Server 2008, Windows 8) function in your Windows Control Panel before installing Act! v18. There is no need to remove Act! 6.0 (2004) or earlier versions as they can co-exist with Act! v18 on the same computer.
Please refer to the appropriate Knowledgebase article:
How to install Act! Pro or Premium v18
Answer ID How to install Act! Pro or Premium v18
How to install Act! Premium (access via web) v18
Answer ID How to install Act! Premium v18 (access via web)
Upgrading Your Database:
Once you have installed Act! you must upgrade your databases. Each database will upgrade automatically upon opening. Use the following steps:
Important: You can only convert databases that locally reside on the machine on which you are converting them. Do not attempt to convert databases over a network.
- Launch Act! v18.
- From the File menu, select Open/Share Database.
- If you do not see your database in the list in the Open/Share Database dialog box, then click the link in the lower left of the for "The database I want is not listed". Then browse to the location of your database and open
it. If the database is currently not connected the SQL Server, then the following Act! dialog box appears. If it is already connected, skip to Step 6:
- Click OK. The Working indicator appears.
- When the verification is completed the following
Act! dialog box appears.
- If you click Yes, the Back Up Database dialog box appears.
If you clicked No, skip to Step 9.
- Click OK to back up your database. A progress indicator appears.
- When completed, a Backup completed successfully message will be displayed.
- Click OK to advance to the next step.
- The following Act! message appears:
- Click OK. The following Updating... indicator appears.
The time it will take to update depends on the speed of your machine and the size of your database. A typical update can take from 5 to 15 minutes:
- When the upgrade is complete, the following Act! message window appears:
- Click OK to complete the upgrade and open your database.
- Repeat the above steps to convert any additional databases to the new format.
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 article that applies to your version of Outlook: