Setting up synchronization
The most important part of a successful synchronization is planning. Before you set up synchronization, you should read "Planning for synchronization" in the ACT! User's Guide.
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You must be the Administrator or Manager user of a main database to set up synchronization. |
To set up synchronization
From the Tools menu, click Synchronization Panel.
Under Admin Tasks, click 1. Enable Synchronization, and then click Yes to confirm enabling synchronization.
Once enabled, the other tasks will be available on the panel.
Under Admin Tasks, click 2. Manage Sync Set.
In the Sync Sets box, click Create New Sync Set.
Follow the instructions on the screens, clicking Next to advance. For more help, press F1.
If you selected to Define Sync Set criteria, then in the Sync Set Criteria Tasks box, click Create Criteria and follow the instructions for selecting criteria for a Sync Set.
Click Finish.
You can add as many Sync Sets as you need before creating a remote database.
When you finish setting up Sync Sets, click Home, and then under Admin Tasks, click 3. Create Remote Database.
Follow the instructions on the screens, clicking Next to advance. For more help, press F1.
Click Finish.
Deliver the remote database to remote users.
Turn on synchronization for the main database to allow the main database to accept incoming synchronizations.
(Optional) Set up Internet synchronization.
(Optional) Set up the ACT! Internet synchronization service.