Installation
- Please note that the latest Act! Web API (version 1.0.409.0 or higher) must be installed on a server which has direct access to the Act! database before you attempt to use Act4Mail on your local desktop. You can download the latest API from Act website at www.act.com/downloads.
If your Act database is hosted with a Act Hosting provider, they can provide you with this URL. If your main Act! database is hosted locally, your Act! Administrator can provide this address. The Act Web API URL is usually in the format https://yourserverhostname.com/act.web.api
Note that HTTPS is required for Act! Web API to function. - The User that will be accessing Act4Mail must also be given the Web API Access permission in Act! Please click Tools > Manage Users in Act, and verify that this permission has been granted to the user otherwise they will not be able to log in to the database.
- If you do not posses an SSL certificate in order to enable HTTPS, you may use Act! Connect Link instead. More instructions can be found here
- Download the Act4Mail setup file to your desktop or download directory. The location has to be easily accessible to you.
- Close any open instances of Outlook.
- If installing on a standalone desktop PC or server, simply double-click on the Act4Mail setup file to initiate the installation process. If you are installing Act4Mail on a RDS/Terminal server, please set the server in install mode prior to running the setup file. More info can be found here
- Once installed, the Act4WorkUpdater will be launched automatically. It is highligly recommended to install any available updates.
Configuration
- After completing the installation, launch Outlook. Once it is loaded, click on File from the top pull down menu, and then Account Settings. You'll be prompted to click on Account Settings again before the settings screen displays.
