OFFSITE DATA BACKUP - Backup Instructions for ACT!

Backing up your ACT! Database

This general ACT! backup procedure applies to: ACT! 2000 - PC; ACT! 4.0 - PC; ACT! 5.0 - PC; ACT! 6.0 - PC on Operating System(s):Windows 2000; Windows 95; Windows 98; Windows ME; Windows NT; Windows XP Home; Windows XP Pro.

If your ACT! software does not fall under the above versions, please call Patty Cray at Multi-Link-303.831.1977 for assistance.

1. Launch ACT!, then open the database you wish to backup. You will need to log into the database as a database administrator.

2. Click the File menu, and then click Backup. The Backup dialog appears.

3. Under the General tab:
The dialog box displays the name of the Current database. In the Backup to box it assigns a default name and location for the database backup. By default, ACT! chooses to store the backup on your computer's A: drive, names the backup with the same file name as the current database, but adds a .zip extension. The database backup is a compressed file. Multi-Link suggests that you save this .zip file to a folder that the online backup has been designated to backup for example, My Documents, see the next step:

4. If you want to back up the database to a different location, click Browse, navigate to the desired location, and modify the File name. Click Save when satisfied with the new backup file name and location.

5. Under the Options tab, you may decide which additional file types to include in the backup. Clear any options you do not wish include in the backup. Note: There is no need to backup items such as Reports, Layouts, Envelopes or Labels unless you have created custom items for these file types.

6. If you want ACT! to remind you to back up your data, select the Remind me to backup every x days option. Enter the desired number of days in the provided box. You may also click the Up or Down buttons to adjust the number of days. Selecting this option will generate a reminder when you open your database once the specified number of days have elapsed since your last backup.

7. Click Start to begin the backup process. A progress indicator will appear to indicate the status of the backup process.
-If you are backing up your database over an existing backup file, ACT! displays a message confirming you want to overwrite the existing file.
-If you run out of space on the disk to which you are backing up your database, please call Multi-Link at 303.831.1977.

8. When the backup process completes, ACT! displays a message indicating the backup completed successfully. Click OK.

9. Be sure that your Multi-Link offsite backup has the file or folder/directory selected for backup.

If this seems too confusing, please call Multi-Link at 303.831.1977.

For more detailed information on backing up ACT!, please visit here.

If you have ANY questions or concerns, or just need some help, please call Multi-Link at 303.831.1977, and ask for Patty Cray. You can also e-mail Patty here.