Introduction
If you’re an Act user looking to set up a remote database for your desktop or laptop, you’ve come to the right place! In this easy-to-follow tutorial, Tony Holowitz, an Act certified consultant, will walk you through the process of creating a remote database in Act Premium Cloud. Get ready to sync your data and streamline your workflow for enhanced productivity.
Step 1: Accessing Act Premium Cloud
To begin, log in to your Act Premium Cloud account as an administrator. This step is crucial for creating remote databases for multiple computers, such as a desktop and a laptop.
Step 2: Navigating to Remote Database Synchronization
Once you’re inside your Act Premium Cloud account, click on “Tools” and then select “Remote Database Synchronization” from the options provided.
Step 3: Creating a Remote Database
In the Remote Database Synchronization window, you’ll see two options: “Create a Sync Set” and “Create a Remote Database.” For the purpose of this tutorial, we will focus on creating a remote database. Click on “Create a Remote Database” to proceed.
Step 4: Configuring the Remote Database
You’ll now be prompted to configure your remote database. Start by entering a name for the database, such as “info_0192019” (feel free to use your preferred name). Click “Next” to continue.
Step 5: Selecting Contacts to Share
In this step, you can specify which contacts you want to share with the remote database. Depending on your needs, you can choose to share all contacts or use a “Sync Set” to narrow down the shared contacts based on specific criteria. For this tutorial, we’ll select “All Contacts” to share the entire database.
Step 6: Synchronization Settings
The next screen allows you to define synchronization settings. You can choose whether to synchronize attachments, custom tables, and other data. For this demonstration, we’ll leave the default settings as they are and click “Next.”
Step 7: Confirmation and Download
Once you’ve reviewed your configuration, click “Next” to proceed with the creation of the remote database. The system will generate the remote database, and after completion, you’ll have the option to download the file to your computer.
Step 8: Downloading the Remote Database
Click “Begin Download” to initiate the download process. Depending on your browser, the file will be saved to a specific location on your computer. Once the download is complete, you’ll be able to access the file and proceed with the next step.
Conclusion
Congratulations! You have successfully created a remote database in Act Premium Cloud. Now, you can install and restore this database on your desired computer, whether it’s your desktop or laptop. In the next tutorial, Tony Holowitz will guide you through the process of restoring the remote database, allowing you to access your Act data from multiple devices seamlessly.
Disclaimer: The information provided in this blog post is based on the knowledge available up to the video’s publication date. For the latest updates and features, consult official Act resources. The views expressed in the video are those of Tony Holowitz and are intended for informational purposes only.