How to configure automatic remote database synchronization in Act!

Question: How do I configure automatic remote database synchronization in Act!?

Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium, Act! Premium Cloud
Version: 2006 and later

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Answer:

Note: All computers involved in the synchronization must be running during the designated synchronization times. Additionally, in order for Act! Pro to synchronize at the scheduled time, Act! must be open on the server. Act! does not need to be open on the remote computers in order for synchronization to proceed, regardless of whether you are using Act! Pro or Act! Premium.


There are two ways to configure automatic remote database synchronization:


Using the Act! Scheduler

Note: In Act! versions 2009 and later, the Act! Scheduler is available in both Pro and Premium versions of Act!. For Act! versions 2006 – 2008, it is only available in the premium versions of Act!.

1. Open Act! and login to your remote database
2. Click Tools > Act! Scheduler…
3. In the Act! Scheduler, click Create a task
4. In the Select a Database screen, click Browse…, browse to and select the .PAD file for your remote database, then click Open
5. Under Enter logon information, enter your User name and, if applicable, your Password, then click Next
6. On the Select a Task screen, click the Task drop-down, then select Database synchronization (remote database only), then click Next
   
7. In the Sync Schedule dialog, select one of the following options:
   • None
   • Hourly
   • Daily
   • Weekly
   • Monthly
      
8. Depending on the option chosen in step 7 of this section, configure settings to determine the frequency of the synchronization
9. Under Occurs At, select the date and time that automatic synchronization will begin occurring


Note: If you’re using Act! version 2013 or older, click Finish after Step 9 to complete the sync schedule
 
10. Click Next
11. If desired, enter an email address that will receive a notification of the success or failure of a scheduled task. For more information, refer to the following knowledgebase article:
    
    How can I configure the Act! Scheduler to send me e-mail notifications upon completing tasks?
    
     
12. Click Finish

Using the Synchronization panel

1. Login to the remote (Subscriber) database
2. Depending on your version of Act!:
   
   • Version 2013 and newer: Click Tools > Synchronize Database > Synchronization Panel…
   • Version 2012 and older: Click Tools > Synchronization Panel
      
3. Under User Tasks, click Set Sync Schedule
4. In the Sync Schedule dialog, select one of the following options:
   • None
   • Hourly
   • Daily
   • Weekly
   • Monthly
      
5. Depending on the option chosen in step 4 of this section, configure settings to determine the frequency of the synchronization
6. Under Occurs At, select the date and time that automatic synchronization will begin occurring