Please read before installing Act4Advisors 2.0.

If you are an existing ACT! user and have an ACT! database that you need to import into Act4Advisors. Please read this section. Otherwise, go to Step B.

YOU SHOULD ALWAYS KNOW THESE THINGS BEFORE YOU START INSTALLING!

1. Know your existing ACT! database name (click here) and location (click here)
In ACT!, click on Help | About ACT! and write down your database name and location.

2. Know your login name and password!
Many ACT! users typically have "Remember Password" checked on their login screen. Since they do not enter in their name and password daily, they will often forget it. To find this information, click on File | Administration | Define Users

3. Know your preferred layout.
The layout is named on a button at the bottom right corner of your ACT! screen to the left of the <No Group> button.

Note: If you need to reopen your old database after opening the Act4Advisors database and layouts, you can do this by clicking on File | Open and browse to your old database.

After opening your old database, be sure to change your layout to your previous layout.

Please fill out this form:

What is the name of your current Database?
Enter here for more details

________________________________________________________

Where is it located?
Enter here for more details

________________________________________________________

What is the name of your current Layout?
Enter here for more details

________________________________________________________

· Before you begin using ACT!, you must remove Opportunistic Locking on any computer that is running Windows NT, 2000 or XP. See "Important Issues Concerning Sharing an ACT! Database Over a Network" for further details.

· By server we are referring to the computer that will be hosting the Act4Advisors database and other files such as layouts, documents, templates, etc. By workstation we are referring to any of the computers that are accessing the Act4Advisors data that resides on the server. See Example

· To set up a shared database correctly, all workstations should have a drive letter mapped to the shared folder (for example, U:\Actshare\Act4Advisors 2.0) on the server. All workstations should use the same drive letter for the mapped drive. Before choosing a drive letter to map to, be sure that the drive letter is available on all workstations. See Networking Instruction.

· DATABASE INSTALLATION - Before Installing the Act4Advisors Database, you must set preferences for your database to the network drive.

The install process requires an active Internet connection in order to download any prerequisite components that may be missing from your system. These components include vital database and program files.

Note on Popup Ads Blocker: If you have software that blocks Popup Ads please either disable or allow popups from www.software4advisors.com. We don't really have those annoying popup ads but we do have several windows that popup for the purpose of installing software completely onto your computer. If popup blocker is enabled or doesn't allow popups from www.software4advisors.com, the software will not install properly and will not work.

Note: Disable any firewall software that is running on your computer. These may include Norton Internet Security, Mcafee, BlackICE and Zone Alarm to name a few. Microsoft Windows XP also has a firewall feature that you should disable before installing Act4Advisors. You can restart these programs after you have completed the installation

· When all of the above is completed, you may proceed with the Act4Advisors Database Installation, then the Workstation Installation.

Insert your CD to open Interface.

If you were E-mailed a download, select the Download button

When prompted, you must enter the full name of the registered user and the Key Code -- Key Code is located in your CD case or E-mail.

**You must Press Yes***

· WORKSTATION INSTALLATION - At the end of the Workstation Installation, it will ask you for the location of the Act4Advisors database. Select the drive letter for example U:\ doubleclick on the Actshare folder, and double click on the Act4Advisors 2.0 folder. Press OK.

If you need further assistance please email support@software4advisors.com
Monday - Friday 9:00 AM EST - 6:00 PM EST. (Except for Holidays)

If you do not have internet connection or just not able to install software, try the alternate installation this does not require internet connection.

» If you were E-mailed a download to install Act4Advisors, please email support@software4advisors.com for an alternate installation. Please include the Registered User Name, Company Name, and Phone Number.

» If you have the Act4Advisors CD - Enter Here

Please E-mail your Hardware Fingerprint to support@software4advisors.com

Your email should look something this:

Database
Hardware Fingerprint:7263-55DC

Workstation
Server/Workstation1 - Hardware Fingerprint:69WE-46ER
Workstation2 - Hardware Fingerprint:RE64-UIP9

Act4Advisors Support will Email back with Name and Key.
Database
Fingerprint:7263-55DC
Name: Joe
Key:125E-DRRED-1524-G1RH

Workstation1
Fingerprint:69WE-46ER
Name: Joe
Key:FEEF-JYUD-1987-GOI8

Workstation2
Fingerprint:RE64-UIP9
Name: Joe
Key:WEDS-BGH8-3EWQ-FGTY

Email support is available Monday - Friday 9:00 AM EST - 6:00 PM EST. (Except for Holidays)

Note: You can not rename the Advisor.dbf. If you do, the Database will not function properly.

1. Open Act4Advisors using the ACT! Icon.
2. To locate the Advisor.dbf. please go to ACT!s menu, select File | Open
3. In the Look In, browse to My Documents \ ACT \ Database \ Act4advisors 2.0
4. Select advisor.dbf.
5. You are almost done! Now you need to change to the Act4Advisors 2.0 Layout.
See Fig.2 -- Please select the Act4Advisor Layout located bottom right corner, next to the groups button. Enter here for step by step instructions

Please read "Tips on Making Your ACT! Database More Stable" first before importing your existing ACT! data into Act4Advisors. We recommend that you backup your database, scan your database for corruption using ActDiag, and finally compress and reindex your database before importing to Act4Advisors.

Importing existing ACT! Data How do I import my existing ACT! Data into Act4Advisors

Importing existing Act4Advisors Data How do I import my existing Act4Advisors Data into Act4Advisors 2.0

Importing other Data Importing data from other programs Getting Client Data from StatementOne into Act4Advisors  Problems Importing Database into Act4Advisors If you do import your database into Act4Advisors and it freezes or doesn't finish importing, your database maybe corrupted. Please enter here for ACT! support or please enter here for instructions on repairing your database. Allied Financial Software, Inc. the makers of Act4Advisors is not responsible for lost or damaged database. If you need support on repairing your database please contact ACT! Support or for $125 per hour, Allied Financial Software, Inc will try to fix the problem for you. Please enter here for request.