Act 2005 Administration

This 1-day course is aimed at system administrators who support ACT! 2005 users. Students will learn how to install ACT! 2005, convert a database from a previous version, create and delete a database, import contacts from another data source, manage users and teams, and restrict contact access. They'll also create and manage database fields and drop-down lists, and use a Layout Designer to modify data input screens. In addition, they'll set general system preferences, such as scheduling and communication preferences, and create a custom command and add it to the menu and toolbar for easy user access. Finally, they'll backup and restore a database, perform routine maintenance, use the ACT! Diagnostic Tool, configure a network synchronization service, manage Sync Sets, and create and deploy a remote database.

On completing this course, students will be able to:

• Install ACT! 2005, convert an ACT! 6.0 database to an ACT! 2005 database, and open a database and examine its PAD file.
• Create and delete a database, import contacts from another data source, manage users, manage teams, and restrict contact access.
• Add, edit, and remove database fields, and create and manage drop-down lists.
• Use the Layout Designer to add tabs, fields, and objects to a layout, fine-tune a layout, and set field entry order.
• Set general system preferences, calendar and scheduling preferences, and communication preferences.
• Create a custom command, add and remove menu and toolbar commands, and ustomize the navigation bar.
• Back up and restore a database, perform routine maintenance, and use the ACT! Diagnostic Tool.
• Configure a network synchronization service, create and manage Sync Sets, and create and deploy a remote database

Target audience

Before taking this course, students should have knowledge of installing and maintaining software. Attendance on the Basic and Advanced courses is also recommended.

Course content

Installation and conversion Installing ACT! 2005 • Upgrading from ACT! 6.0 • Opening a database

Database creation Creating and deleting databases • Importing and exporting contacts • Managing user accounts • Managing teams

Defining fields Adding new fields • Editing and removing fields • Managing drop-down lists

Designing layouts Working with layouts • Adding tabs and fields • Adding objects to a layout • Fine-tuning a layout • Setting field entry order

Setting preferences Setting general preferences • Setting calendar and scheduling preferences • Setting communication preferences

Menu and toolbar customization Creating custom commands • Adding and removing menu and toolbar commands • Customizing the navigation bar

Database maintenance Backing up and restoring a database • Performing routine maintenance • Using the ACT! Diagnostic Tool (ACTDIAG)

Synchronization Managing the sync server • Managing the Sync Set • Creating and deploying a remote database

About Courseware Company :: Instructor-led training courseware :: Self-study solutions :: Buy online today