How to use the Web Site Administration Tool for Act! Premium (access via web)

You would like to know how to use the ACT! Web Site Administration tool.

ACT! Premium for Web uses the Web Site Administration tool to configure a virtual directory for each ACT! database that you wish to allow access for web users.

Note: The logged in Windows® user must have Administrator rights to the local machine where ACT! Premium for Web is installed to use the impersonation method of authentication. For detailed information about the different type of authentication used in ACT! Premium for Web, please refer to the following Knowledge Base Answer:

The Basics:
The Web Site Administration tool provides four areas to help you configure ACT! Premium for Web:

• The Web Server tab is used to test your ASP.NET user account configuration.
• The User Account tab is used to identify the Windows user that will be used by all Web users to gain access to your ACT! database.
• The Add/Remove Database tab is used to connect (or disconnect) your ACT! database(s) with the Web site(s) and Virtual Directories.
• In the Options tab, from the Session timeout list, select the timeout increment.tab to set the Session timeout for all users.

Web Server:
Use the following steps to test your ASP.NET user account configuration:

1. Launch ACT! Premium for Web and open any database.
2. Click the Tools menu, and then click Web Site Administration. The Web Site Administration tool appears:
   
   
   
   
3. Under the Web Server tab, click Test. You will receive one of the following:
   • Information that the test was successful.
   • An error message if the ASP.NET account does not exist or is not configured correctly.
   • Information that Microsoft® Sharepoint® software exists on the Web server.
     
     
   If you receive the error message, please refer to the following Knowledge Base Answer:
   
   
   Title: How To Manually Configure ASP.NET Impersonation for ACT! Premium for Web
   Answer ID:How To Manually Configure ASPNET Impersonation for ACT! Premium for Web
   
   
   For additional information on ASP.NET Impersonation. please refer tothe following Microsoft Knowledge Base document:
   
   
   • How to implement impersonation in an ASP.NET application
   
   
   If you find that Microsoft SharePoint exists on the Web server, refer to the following Knowledge Base Answer for information:
   
   Title: Test Result Message: "Microsoft® SharePoint software detected. Additional configuration may be required to enable ACT! Premium for Web to run. See the Troubleshooting appendix in the ACT! Premium for Web..." When Using ACT! Premium for Web
   Answer ID: Test Result Message: "Microsoft® SharePoint software detected. Additional configuration may be required to enable ACT! Premium for Web to run. See the Troubleshooting appendix in the ACT! Premium for Web..." When Using ACT! Premium for Web
   

TIP: Normally you must complete the tab procedures in order. However, if you need to bypass a tab to get to another, you can do this by holding down the Ctrl button on your keyboard and clicking the tab you would like to access.

Configuring the Windows User:
Use the following steps to configure the Windows user in ACT! Premium for Web:

Note: When you run this test IIS (Internet Information Services) is reset.

1. Launch ACT! Premium for Web and open any database.
2. Click the Tools menu, and then click Web Site Administration. The Web Site Administration tool appears:
   
   
   
   
3. Under the User Account tab, click the Edit button. The Edit User Account dialog box appears:
   
   
   
   
4. Click the drop-down arrow to choose the Windows Domain, type in the Windows User Name and Password, and then click OK to save your changes (or Cancel). You will receive one of the three messages below:
   • Test Successful. Click Ok to close the message.
   • The impersonation user account does not have access to files and folders required to run ACT! Premium for Web on your web server. See the ACT! Premium for Web Administrator's Guide for instructions on setting permissions for the impersonation user account.
     
     Click OK to close the message. Refer to the "Creating a Windows User Account for ASP.NET Impersonation" section of the Administrators Guide on page 5 for more information.
     
     Please refer to the following appropriate Knowledge Base Answer:
     
     Title: Act! v22 access via web Administrator's Guide
     Answer ID: Act! v22 access via web Administrator's Guide
     
     
   • The ASP.NET user account does not have permission to access or run ACT! Premium for Web. See the ACT! Premium for Web Administrator' Guide for instructions for configuring ASP.NET user account permission.
     
     This error will appear if the ASP.NET process account does not have the required access to the registry key. Click OK to close the message.
     
     Please refer to the following Knowledge Base Answer:
     
     
     Title: How To Manually Configure ASP.NET Impersonation for ACT! Premium for Web
     Answer ID: How To Manually Configure ASPNET Impersonation for ACT! Premium for Web
     
     
   For more information on ASP.NET Impersonation. please refer to the following Microsoft Knowledge Base document:
   
   
   Building Secure ASP.NET Applications
   
   
5. The Web Site Administration tool reappears:
   
   
   
   
6. Click Close to save your changes and close the Web Site Administration tool.

Adding a Database to ACT! for Web:
Use the following steps to add your ACT! database to a web site and Virtual directory.

1. Launch ACT! Premium for Web and open any database.
2. Click the Tools menu, and then click Web Site Administration. The Web Site Administration tool appears:
   
   
   
   
3. Under the Add/Remove Database tab, click the drop-down arrow for the Web site field, and then click the desired web site.
4. Click the Virtual directory that you would like to add a database, and then click the Add button to add a database to this virtual directory. An Open dialog box appears.
5. Browse to (if necessary) and click the .PAD file associated with the database, and then click Open. The Login to <Database_Name> dialog box appears:
   
   
   
   
6. Enter your user name and (if required) password with Administrator rights to this database, and then click OK. The Web Site Administration dialog box reappears:
   
   
   
   
7. You can verify the connection by clicking the Test button. Your web browser will launch and attempt to open the login page for ACT! Premium for Web to this database.
8. Click Close to save your changes, and then close the Web Site Administration tool.

Removing a Database from ACT! for Web:
You would like to remove your ACT! database from the web site and virtual directory.

1. Launch ACT! Premium for Web and open any database.
2. Click the Tools menu, and then click Web Site Administration. The Web Site Administration tool appears:
   
   
   
   
3. Click the database from the Database column to select it, and then click Remove. The Login to <Database_Name> dialog box appears:
   
   
   
   
4. Enter your user name and (if required) password with administrator rights to this database, and then click OK. The Web Site Administration dialog box re-appears:
   
   
   
   
5. Click Close to save your changes and exit the Web Site Administration tool.

Options:
The Options tab allows you to set the amount of time a user may be idle before their session expires and they are automatically logged out. You may set this time from 20, 30,45 minutes or one hour increments up to 12 hours.

Follow the steps below:

1. Launch ACT! Premium for Web and open any database.
2. Click the Tools menu, and then click Web Site Administration. The Web Site Administration tool appears:
   
   
   
   
3. Under the Options tab, click the desired time from the Session timeout drop-down list, and then click Apply.
4. Click Close to save your changes and exit the Web Site Administration tool.
5. You are required to restart IIS (Internet Information Server) to complete the changes.