123 Sync Server 2012 Edition - ACT! Sync with Outlook, ACT

83 Pages·2011·7.91 MB·English

123 Sync Server 2012 Edition
Designed for ACT! 2007 through 2012
Printed Manual
Copyright © 2001-2012 123Sync.com
123 Sync Server 2012 Edition
Accurately Synchronize ACT! With Outlook
by 123Sync.com Inc.
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123 Sync Server 2012 Edition
© 2001 - 2012 123Sync.com
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Printed: August 2011 in (whereever you are located)
Special thanks to:
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I 123 Sync Server 2012 Edition
Table of Contents
Foreword 1
Part I Welcome 3
Part II Introduction 8
1 Why Use 1.2..3.. ..S..y..n..c.. .2..0..1..2.. .E..d..i.t..io...n.. .............................................................................................. 8
2 Help on 1..2.3.. ..S..y..n..c.. .2..0..1..2.. .E..d..i.t..i.o..n.. .............................................................................................. 10
3 How to B.u..y.. .1..2..3.. .S..y..n..c.. .2..0..1..2.. .E...d..i.t.i.o..n.. ........................................................................................ 10
Part III Installation 12
1 Compatib..i.l.i.t.y.. .C..h...a..r.t. ................................................................................................................. 12
2 Registrat.i.o..n.. ............................................................................................................................. 13
3 End-User. .L..i.c..e..n..s..e.. .A...g..r.e..e..m...e..n..t.. ................................................................................................ 14
4 Uninstall ................................................................................................................................... 16
Part IV Video Tutorials 18
Part V Main Interface 20
1 User Sett.i.n..g..s.. ........................................................................................................................... 20
Passwords And Fol.d..e..r..s.. ................................................................................................................................................. 21
How to clear an. .F..o..l.d..e..r. .L..i.n..k....................................................................................................................................... 22
Contacts Filters .......................................................................................................................................................... 24
Contact Body Text .......................................................................................................................................................... 25
FileAs .......................................................................................................................................................... 28
Activities .......................................................................................................................................................... 29
Activities Body Tex.t. ........................................................................................................................................................ 32
Forms/Duplicates .......................................................................................................................................................... 34
Synchronization Se.t.t.i.n..g...s.. ............................................................................................................................................... 35
Notes .......................................................................................................................................................... 37
2 General S..e..t.t.i.n..g...s.. ..................................................................................................................... 38
Field Mapping .......................................................................................................................................................... 39
Adding Outlook./.E..x..c..h..a..n..g..e.. U...s..e..r. .D..e..f..in..e..d.. .F..i.e..l.d..s......................................................................................................... 40
Outlook/Exchan..g..e.. S...t.a..n..d..a..r.d.. F...ie..l.d..s............................................................................................................................ 42
Outlook/Exchan..g..e.. a...n..d.. A...C..T..!. .F..i.e..l.d..s........................................................................................................................... 45
Conversion Options.. ........................................................................................................................................................ 46
Contacts .......................................................................................................................................................... 47
Addresses .......................................................................................................................................................... 48
Calendar .......................................................................................................................................................... 48
Tasks .......................................................................................................................................................... 49
Body Text Headers. ......................................................................................................................................................... 49
Calendar/Tasks Re.v..e..r.s..e.. .S..y..n..c... ...................................................................................................................................... 50
History Type Filter .......................................................................................................................................................... 51
3 Synchron..i.z.a..t.i.o...n.. .P..r..e..v..i.e..w.. ........................................................................................................ 51
4 Contact S..e..l.e..c..t.i.o..n.. ..V..i.e..w...in...g.. ..................................................................................................... 53
© 2001 - 2012 123Sync.com
Contents II
5 Tools Me.n..u.. .............................................................................................................................. 54
Administration .......................................................................................................................................................... 54
Folder Clean .......................................................................................................................................................... 55
Processing .......................................................................................................................................................... 57
Processing Log .......................................................................................................................................................... 57
Advanced .......................................................................................................................................................... 57
Part VI Getting Started 60
1 Getting S.t.a..r..t.e..d.. .T..u..t..o..r.i.a..l. .......................................................................................................... 60
Part VII Synchronization Tips and Tricks 62
1 Exchange.. ................................................................................................................................. 62
2 Schedulin..g.. ..f.r.o..m... ..O..u..t..l.o..o..k../.S..m...a..r..t.p..h..o..n..e.. .................................................................................. 62
3 Multi-Use.r.. .S..c..h..e..d..u...l.i.n..g.. ............................................................................................................ 64
4 Recurring.. .E..v..e..n..t..s. ..................................................................................................................... 64
5 Calendar/.T...a..s.k..s.. ..R..e..v..e..r.s..e.. .S...y..n..c.. ............................................................................................... 65
6 Backgrou..n..d.. .P..r.o...c..e.s..s..i.n..g... ......................................................................................................... 65
Using Windows Ser..v..i.c..e.. ................................................................................................................................................. 67
Using Windows Sch..e..d..u...l.e..r. ............................................................................................................................................. 73
Using the Backgrou..n..d.. .P..r..o..c..e..s..s..o..r.. ................................................................................................................................. 73
Processing Logs .......................................................................................................................................................... 74
7 Known Pr..o..b..l.e..m...s.. .W...i.t..h.. .A..C...T..!. ................................................................................................... 74
Index 75
© 2001 - 2012 123Sync.com
II
1 Foreword
Foreword
I want to securely access my ACT! data from everywhere,
including phones, Tablets, Web, and more...
© 2001 - 2012 123Sync.com
123 Sync Server 2012 Edition
Accurately Synchronize ACT! Databases with Exchange and Outlook
Part
I
3 123 Sync Server 2012 Edition
1 Welcome
123 Sync 2012 Server Edition
The Ultimate ACT! <-> Outlook/Exchange
Synchronization!
Never has such a complete and powerful tool been available to
maintain your ACT! data in Outlook/Exchange.
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Welcome 4
Multiple ACT! Users->Multiple Outlook/Exchange Folder
Configurations
ACT! Multi-User Database Full Synchronization Outlook/Exchange
<-> A multitude of mixed folder
configurations can be run
simultaneously to Synchronize
between ACT! and
Outlook/Exchange. Users can have
individual or shared
Outlook/Exchange Contact folders!
Compatible with ACT! 2007 through 2012 and ALL versions of Outlook (32-bit)
and Exchange.
The purpose of 123 Sync 2012 Edition is to provide users with a tool to quickly convert, synchronize,
update, and transfer an ACT! Contact database into multiple individual or shared Outlook/Exchange
Folders. Enhanced filtering system and options allow you to slice which segments of the ACT!
database that you want to bring over to Outlook/Exchange.
Highlights of 123 Synchronizer 2012 (Version 14) :
The 2012 Edition of 123 Sync is the first edition singularly developed as a Server-Only product.
· Developed to run as a server.
· Separate Interface.
· Independent Server Sync Process Executable
· Daily Independent Logging
· Windows Service Compliant
· Windows Scheduler Compliant
· Interactive Execution Compliant
· Full Calendaring Support.
· Full support of ACT!-Exchange Activities Sync.
· Full support of Recurring Event Sync, including support of the following operations on both
ACT! and Outlook/Exchange:
· Clearing Individual Recurring Instance Events Sync
· Erasing Individual Recurring Instance Events Sync
· Modification of Individual Recurring Instance Events Sync
· Support of sync of ALL ACT! Activities with the Outlook Calendar, including ACT! Todo's
· Support for custom activities creation from Outlook/Exchange
· Extensive details support for Activities destined to be read by Smartphone users, including
iPhones, iPads
· Nullification of Duplicates
· Smartphone Enhancements
· Unlimited transfer of User fields from ACT! to Smartphones
· Customizable User Fields text for ease-to-read presentation on Smartphones
· As always, activities may be cleared from Smartphones
· As always, notes may be added directly from Smartphones
· Contact Filtering
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5 123 Sync Server 2012 Edition
· Added new filtering capabilities to Group sync where Groups plus the calendar may be
synched with Outlook/Exchange
· Speed, speed, speed. As always, expansion of speed.
Highlights of 123 Synchronizer 13.5 2011 Edition:
The 13.5 edition is the result of months of effort on optimizing our product for speed.
· Increase of over 60-100 times faster on repeat synchronizations. Right, 60-100 times faster
on repeat synchronization. With the usage of our intelligent updater, we have programmed
blistering speed on repeat syncs. You can now sync 50 users in record time.
· Addition of Private Variable. You can now define a private variable (User 1 through User 4)
where you can set this on your mobile phone and it transfers into ACT! as Private.
· Speed, speed, speed. Our focus is on speed and you'll find the best implementation to prove it.
Subsequent syncs are not only fast but deadly accurate!
Highlights of 123 Sync 2011 Edition:
123 Sync 2011 has a multitude of enhancements. The vast bulk of enhancements is on the Server
Configuration capabilities. Here are the highlights.
· Multi-Addressing Capabilities. If your database has more that 2 main addresses for the user,
we now support up to 4 addresses. Also, you can configure the main addresses to be anything
from your datbase.
· Group Filtering. New group filtering capabilities where you can filter by group but still transfer all
your activities to Outlook/Exchange. In addition, you can also add the calendar contact's group
sync to the single group synchronization. Support to single group matching has been added so
that only the particular group synchronizes to and from Outlook/Exchange.
· Synchronization Options. Added enable/disable addition of ACT! contacts to
Outlook/Exchange. You can now control whether you add ACT! Contacts to Outlook/Exchange
or not.
· Server Enhancements: Custom Users. You can now add custom users to the synchronization.
Each custom user can have its own database with its own synchronization preferences.
Highlights of 123 Synchronizer 2010 Edition:
· Conversion of Contacts. Conversion of all contacts, by group or calendar.
· Synchronization of ACT! Contacts, Meetings, Todo's, and Calls. with Outlook/Exchange
contacts, calendar and tasks.
· Synchronize Notes from Outlook/Exchange Into ACT!. You can now enter a note in the
Contact Body Text and then the note is synchronized back to the contact in ACT!. Great feature if
you are using ACT! and want to enter data into your PDA.
· Unrivaled ACT! History to Outlook/Exchange Contact Body Text mapping. Convert all the
ACT! History and Notes items to the Outlook/Exchange contact body text. With size limitation
settings, you can control how much data is entered into the Outlook/Exchange Contact Body
Text. This is a great feature if you want to transfer the contact's history to your PDA. In addition,
every history item's owner is listed with the text!
· Group, Query, Calendar and Ownership support. Filter selected contacts by Group, Query,
Calendar or Ownership to be converted.
· Integrated with Outlook/Exchange. Closely integrated with Outlook/Exchange for easy of use
and fast conversions.
· Speed. 123 Sync 2012 Edition is the fastest conversion tool around, in most cases 2000% faster
than the closest rival. Once the first conversion is done, updates are fast.
· Powerful Activities Options. Activities are converted over and you can tag the activities with a
variety of items that make it ideal for Smart Phones. Share calendars and more...
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