Setting up auto sync in ACT RDB
Process Description:
A brief description of the issue and reason for KB
Requirements to Complete this Process:
- ACT! installed locally and a Remote database (RDB)
- 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.
Steps and Screenshots:
- Open Act! and log into your remote database
- Click Tools,
- Select Act! Scheduler…
- In the Act! Scheduler, click Create a task
- In the Select a Database screen, click Browse…,
- Browse to and select the .PAD file for your remote database, then click Open
- Under Enter logon information, enter your User name and, if applicable, your Password, then click Next
- On the Select a Task screen, click the Task drop-down, then select Database synchronization (remote database only), then click Next
- In the Sync Schedule dialog, select one of the following options to configure settings to determine the frequency of the synchronization:
- None
- Hourly
- Daily
- Weekly
- Monthly
- Under Occurs At, select the date and time that automatic synchronization will begin occurring
Additional URLs or References (as needed): https://help.act.com/s/article/How-to-configure-automatic-remote-database-synchronization-in-Act-prem?language=en_US