ACT! Premium for Web 2005
Administrator’s Guide
ACT! Premium for Web 2005 Administrator’s Guide
Copyright Notice
© 2005 Sage Software SB, Inc. All rights reserved.
Released: 10/2005 for ACT! Premium for Web 2005
This document may not, in whole or in part, be copied, photocopied, reproduced, translated, or reduced to any
electronic medium or machine-readable form without prior consent in writing from Sage Software SB, Inc., 1505
Pavilion Place, Norcross, GA 30093 ATTN: Legal Department.
ALL EXAMPLES WITH NAMES, COMPANY NAMES, OR COMPANIES THAT APPEAR IN THIS MANUAL ARE
FICTIONAL AND DO NOT REFER TO, OR PORTRAY, IN NAME OR SUBSTANCE, ANY ACTUAL NAMES,
COMPANIES, ENTITIES, OR INSTITUTIONS. ANY RESEMBLANCE TO ANY REAL PERSON, COMPANY, ENTITY,
OR INSTITUTION IS PURELY COINCIDENTAL.
Every effort has been made to ensure the accuracy of this manual. However, Sage Software makes no warranties with
respect to this documentation and disclaims any implied warranties of merchantability and fitness for a particular
purpose. Sage Software shall not be liable for any errors or for incidental or consequential damages in connection with
the furnishing, performance, or use of this manual or the examples herein. The information in this document is subject
to change without notice.
Trademarks
The Sage Software logo and ACT! are registered trademarks or trademarks of Sage Software SB, Inc. or its affiliated
entities. All other trademarks are the property of thier respective owners.
End User License Agreement
ACT! Premium for Web 2005 is protected by an End User License Agreement. To view the agreement, go to the Help
menu in the product, click About ACT!, and then click the End User Agreement button.
Printed in the United States of America.
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Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .i
About this manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i
What you need to know . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii
Understanding differences between ACT! and
ACT! Premium for Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii
Web server system minimum requirements . . . . . . . . . . . . . . . . . . . . ii
Best practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Related documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
First: Prepare your system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Second: Install ACT! Premium for Web 2005 . . . . . . . . . . . . . . . . . . . v
Chapter 1
Preparing your ACT! Premium for Web Server. . . . . . . . . . . . . . . . . 1
Planning your installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Preparing your Web server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Gathering information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Installing Windows components . . . . . . . . . . . . . . . . . . . . . . . . 2
Planning the location of your ACT! Premium database . . . . . . 2
Making security preparations . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Using Integrated Windows authentication . . . . . . . . . . . . . . . . . . . . 3
Understanding ASP.NET impersonation . . . . . . . . . . . . . . . . . . . . . 3
Chapter 2
Installing ACT! Premium for Web. . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Installing ACT! Premium for Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Next steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Creating or converting a database . . . . . . . . . . . . . . . . . . . . . . 6
Installing synchronization components. . . . . . . . . . . . . . . . . . . 6
Setting up ASP.NET impersonation . . . . . . . . . . . . . . . . . . . . . 6
Installing optional synchronization components. . . . . . . . . . . . . . . . 6
Installing ACT! Network Synchronization Service . . . . . . . . . . . . . . 6
Installing ACT! Internet Synchronization Service. . . . . . . . . . . . . . . 7
Next steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
About the ASP.NET process account and the impersonation
user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Creating an impersonation user account . . . . . . . . . . . . . . . . . . . . . 8
Impersonating on single-server configurations. . . . . . . . . . . . . 8
Impersonating on multiple-server configurations . . . . . . . . . . . 8
Next steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Registering and activating ACT! Premium for Web . . . . . . . . . . . . . . 9
Next steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Uninstalling or reinstalling ACT! Premium for Web. . . . . . . . . . . . . . 9
Chapter 3
Managing ACT! Premium for Web . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Using the Web Site Administration tool . . . . . . . . . . . . . . . . . . . . . . 11
Validating your ASP.NET process account . . . . . . . . . . . . . . . . . . 11
Specifying the impersonation user. . . . . . . . . . . . . . . . . . . . . . . . . 12
Specifying a virtual directory and ACT! database . . . . . . . . . . . . . 13
Next steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Setting up access for users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Setting up users in ACT! Premium for Web . . . . . . . . . . . . . . . . . . 15
System requirements for remote users . . . . . . . . . . . . . . . . . . . . . 15
Configuring Internet Explorer to access ACT! Premium for Web. . 15
Configuring the Trusted Sites zone . . . . . . . . . . . . . . . . . . . . 15
Configuring ActiveX security. . . . . . . . . . . . . . . . . . . . . . . . . . 16
Accessing ACT! Premium for Web . . . . . . . . . . . . . . . . . . . . . . . . 16
Next steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Customizing the ACT! Premium for Web experience . . . . . . . . . . . 16
Chapter 4
Securing ACT! Premium for Web . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Setting up a secure ACT! Premium for Web environment . . . . . . . 17
Securing Windows 2000, Windows 2000 Server, and
Windows XP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Securing Windows 2003 Server. . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Creating and securing a multiple hosted environment . . . . . . . . . . 17
Using virtual directories to create multiple Web sites . . . . . . . . . . 18
Using virtual servers to create multiple Web sites . . . . . . . . . . . . . 18
Using application pools in IIS 6.0. . . . . . . . . . . . . . . . . . . . . . . . . . 18
Isolating databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Isolating supplemental data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Recovering from a security compromise . . . . . . . . . . . . . . . . . . . . . 19
Using Secure Sockets Layer with ACT! Premium for Web . . . . . . . 19
Appendix A Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Appendix B Using Microsoft SharePoint 2003 with ACT! Premium for Web . . 23
Modifying the web.config file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Modifying the SharePoint exclude list. . . . . . . . . . . . . . . . . . . . . . . . 24
Appendix C Setting ASP.NET Process Account Permissions . . . . . . . . . . . . . . 25
Verifying the ASP.NET service is available on the Web server . . . 25
Setting Read permission for the registry key . . . . . . . . . . . . . . . . . . 25
Setting process account permissions on a Web server that is
not a domain controller. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Setting process account permission on a domain controller. . . . . 27
Appendix D Troubleshooting Your ACT! Premium for Web Configuration. . . . 29
Web Server tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
User Account tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Add/Remove Databases tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Introduction
Welcome to ACT! Premium for Web, which provides users with access to ACT! Premium
databases through an Internet browser. ACT! Premium for Web closely resembles the look and
feel of ACT!. You can support single or multiple users without the need to synchronize because
updates are performed on your Web server whenever a change is made.
Note
ACT! Premium for Web 2005 is referred to as ACT! Professional for Web outside the
United States and Canada.
In this guide, you will learn to:
•
•
•
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Prepare your ACT! Premium for Web installation.
Install and configure ACT! Premium for Web.
Manage ACT! Premium for Web.
Secure ACT! Premium for Web.
This introduction explains the differences between ACT! and ACT! Premium for Web, gives the
Web server system minimum requirements, and provides some “best practices.”
About this manual
The ACT! Premium for Web 2005 Administrator’s Guide provides step-by-step instructions for
installing and configuring ACT! Premium for Web.
The ACT! Premium for Web 2005 Administrator’s Guide has the following sections:
Installation Checklist This checklist gives the steps you take to install and configure ACT!
Premium for Web. This checklist is written for Web masters, system administrators, and ACT!
administrators.
Chapter 1: Preparing your ACT! Premium for Web Server This chapter explains how to
prepare for your ACT! Premium for Web installation and configure your Web server. It includes
a list of Microsoft® Windows® components that you must install before beginning.
Chapter 2: Installing ACT! Premium for Web This chapter explains how to install and
configure ACT! Premium for Web.
Chapter 3: Managing ACT! Premium for Web This chapter explains how to use the Web Site
Administration tool to select virtual directories and databases and test your configuration, how
to set up user access to ACT! Premium for Web, and how to customize the ACT! Premium for
Web experience.
Chapter 4: Securing ACT! Premium for Web This chapter discusses security in ACT!
Premium for Web environments.
Appendix A: Glossary The glossary describes common terminology used with Windows
servers, Internet Information Server® (IIS), and ACT! Premium for Web.
Appendix B: Using Microsoft SharePoint® 2003 with ACT! Premium for Web This
appendix describes additional tasks to complete if you use SharePoint on the same server as
ACT! Premium for Web.
Appendix C: Setting ASP.NET Process Account Permissions This appendix provides
information on setting Read permission for a registry key and setting process account
permissions on Web servers.
Introduction
i
Appendix D: Troubleshooting Your ACT! Premium for Web Configuration This appendix
helps you identify the cause of configuration issues or errors.
What you need to know
To prepare and configure your Web server, you should have a working knowledge of Windows
server technology, security, and IIS. To install and configure ACT! Premium for Web, you
should be familiar with ACT!. For more information on ACT! Premium for Web, see the ACT!
Premium for Web 2005 User’s Guide.
Understanding differences between ACT! and ACT! Premium for Web
ACT! Premium for Web emulates the look and feel of ACT!. Many of the controls and interfaces
are similar. There are also some important differences:
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Synchronization is not necessary for ACT! Premium for Web users because all users access
one shared database. The database is updated automatically whenever a user makes
changes.
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Reports can be created in HTML only.
The ACT! for Windows shortcut menus do not appear in ACT! Premium for Web.
Web server system minimum requirements
To install ACT! Premium for Web, you need the following hardware and software:
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One of the following operating systems:
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Note
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Microsoft Windows 2000 Professional
Microsoft Windows 2000 Server
Microsoft Windows 2000 Advanced Server
Microsoft Windows 2000 Small Business Server (Standard or Premium)
Microsoft Windows XP Professional
Microsoft Windows Server 2003 Standard Edition
Microsoft Windows Server 2003 Web Edition
Microsoft Windows Server 2003 Enterprise Edition
Microsoft Windows Small Business Server 2003
Windows 2000 Professional and XP Professional allow a maximum of ten connections
at a time. To avoid concurrent usage issues, we recommend a Windows Server
operating system.
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Microsoft Internet Information Server (IIS) 5.0 or later
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VGA or higher display
Internet Explorer 5.5 or later
CD drive
300 MB of disk space for the server software, plus additional space for your database
Network Interface Card (NIC)
High-speed Internet and/or TCP/IP connection (Internet is optional, but is required for
users to access ACT! Premium for Web outside of the company network)
Static IP address (recommended)
ACT! Premium for Web Administrator’s Guide
Server processor speed and minimum memory requirements depend on the number of users,
as shown in the following table:
Number of Users
Servers Recommended Server Speed
Memory
1-10
1
Pentium 4, 1.8 GHz
1 GB
11-25
1
Pentium 4, 2.2 GHz Server
1.5 GB
26-50
2
Pentium 4, 2.8 GHz Server
2 GB
Server network bandwidth recommendations depend on the number of users, as shown in the
following table:
Number of Users
Server Speed Upload
1-25
512 Kbps
21-50
640 Kbps - 1 Mbps
Best practices
Common network administration practices also apply to installing and administering ACT!
Premium for Web. ACT! Premium for Web will work in configurations that do not follow these
recommendations; however, for optimal performance and security and ease of administration,
we recommend that you:
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Locate ACT! databases on a second server to isolate data from the Web server.
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Make the Web server, Database server, and impersonation user members of the same
domain.
Make the Web and Database servers members of a domain, rather than members of a
workgroup.
Although these configurations are supported, we generally recommend that you do not:
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Install ACT! Premium for Web on a domain controller. Domain controllers are a key part of
your company’s network infrastructure. To maintain a secure network, your domain
controller should be housed in a secure location and should not host a Web site available
on the Internet. Domain controllers handle a large amount of network traffic, which may
reduce performance of ACT! Premium for Web.
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Install ACT! Premium for Web on Windows Small Business Server 2000 or 2003. Windows
Small Business Servers generally are domain controllers. These servers often host a variety
of other network services for your company, such as Microsoft Exchange and other SQL®
Server applications. These additional services increase load on the server and may reduce
performance.
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Install ACT! Premium for Web on a server running Microsoft SharePoint. Because
SharePoint is another service running on the server, it may reduce performance. SharePoint
may also make administering ACT! Premium for Web more complex.
Note
To run ACT! Premium for Web on a server running Microsoft SharePoint, you may
need to modify your Web configuration. For more information, see Appendix B,
“Using Microsoft SharePoint 2003 with ACT! Premium for Web.”
Introduction
iii
Related documentation
In addition to this guide, the following documentation is available on the product CD or in
ACT! Premium for Web:
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The ACT! Premium for Web 2005 server Help and ACT! Premium for Web 2005 server User’s
Guide explain how to perform tasks in the ACT! Premium for Web server application.
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The ACT! Premium for Web 2005 Help and ACT! Premium for Web 2005 User’s Guide explain
how users perform tasks when accessing ACT! Premium for Web with a Web browser.
ACT! Premium for Web Administrator’s Guide
Installation Checklist
This installation checklist outlines the tasks you must complete to install and configure your
ACT! Premium for Web server. These tasks help you organize and plan your installation. The
steps may be completed by multiple people, but must be completed in the order given. Review
the “Web server system minimum requirements” on page ii before you begin. For more
information on each step, see the appropriate page in this guide.
Note
If you are installing ACT! Premium for Web for the first time, read each chapter in this
guide thoroughly to ensure you complete the necessary steps.
First: Prepare your system
Task
Page # Computer
1
Determine whether you will use a single-server or multiple-server
configuration.
1
N/A
2
Ensure that server(s) meet the minimum system requirements.
ii
Web server
3
Gather the following information about your Web server:
2
Web server
2
Web server
9
• The IP address
• The virtual directory names of other Web sites hosted on your Web
server
• The location of any existing ACT! Premium databases
4
Install and start IIS. Ensure that the ASP service is running.
Second: Install ACT! Premium for Web 2005
Task
Page # Computer
1
Install ACT! Premium for Web from the product CD; create an ACT!
database.
5
Web server
2
Validate an ASP.NET process account.
7
Web server
3
Create a Windows user account for use in ASP.NET impersonation.
8
Various
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Register and activate ACT! Premium for Web.
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Web server
5
Use the Administration tool (in ACT! Premium for Web server) to validate 11
your configuration and specify an impersonation user, virtual directory,
and ACT! database.
Web server
6
Set up ACT! Premium for Web and ensure that remote users meet the
system requirements.
15
Various
7
Verify the Internet Explorer configuration for remote users.
15
Various
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Supply remote users with the Web address for ACT! Premium for Web
access.
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N/A
Installation Checklist
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Chapter 1
Preparing your ACT! Premium for Web Server
In this chapter, you will learn about planning your installation of ACT! Premium for Web.
Planning your installation
First, consider whether you will install everything on one server or have ACT! Premium for
Web on one server and your ACT! database on another. Two possible server/database
configurations are:
Single-server ACT! Premium for Web, IIS, and your ACT! Premium database reside on one
Web server.
Multiple-server ACT! Premium for Web and IIS reside on a Web server, and your ACT!
Premium database resides on a database server.
We recommend the multiple-server configuration for more than 25 users.
In a single-server installation, you install ACT! Premium for Web, configure IIS, and create or
connect to an ACT! Premium database, all on the same Web server. If you create a new ACT!
Premium database, you do that within the ACT! Premium for Web server application.
In a multiple-server installation, you install ACT! Premium for Web and configure IIS on a Web
server, and then create or connect to an ACT! Premium database that resides on a database
server. You may create a new ACT! Premium database after installing ACT! Premium for Web,
or you may use one or more existing ACT! Premium databases.
ACT! Premium for Web uses ASP.NET impersonation to access the database and other files. For
more information, see “Understanding ASP.NET impersonation” on page 3.
The following sections help you prepare your Web server and understand the basic security
methods used by ACT! Premium for Web.
Preparing your Web server
This section details server-specific preparations for installing ACT! Premium for Web. In
addition to general guidelines, this section covers:
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Information you should gather before beginning installation.
Windows components you should install before beginning installation.
Planning the location of your ACT! Premium database.
Security preparations you should make before beginning installation.
Preparing your ACT! Premium for Web Server
1
Your Web server should meet these general guidelines:
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For optimal performance and security, install ACT! Premium for Web on a dedicated Web
server.
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If you use Windows XP, disable Simple File Sharing.
Verify that your Web server has an Internet Guest Account (IUSR_account).
Verify your Web server’s ASP.NET process account.
For Windows 2000 and Windows XP, use the Microsoft IIS Lockdown Wizard, following
the security guidelines in “Setting up a secure ACT! Premium for Web environment” on
page 17.
Gathering information
Before installing ACT! Premium for Web, gather the following information about your Web
server and database location:
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The IP address of your Web server
The virtual directory names of other Web sites hosted on your Web server
The existence of ACT! or ACT! Premium for Web software on your Web server
The location of your ACT! Premium database, if any
Installing Windows components
You must have IIS installed and running before installing ACT! Premium for Web. For more
information, see Windows Help.
Planning the location of your ACT! Premium database
Planning or determining the location of your ACT! Premium database is essential to your ACT!
Premium for Web server configuration. The location determines whether you will use a singleserver or multiple-server configuration.
Making security preparations
You should develop a plan for securing ACT! Premium for Web based on the information you
gathered. Consider the following basic security questions. For more information on securing
ACT! Premium for Web, see Chapter 4, “Securing ACT! Premium for Web.”
If you will install ACT! Premium for Web on its own Web server:
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Where does your ACT! Premium database reside? If it is on a different server, you must
give your impersonation user account access to the supplemental files on that server. See
“Understanding ASP.NET impersonation” on page 3 for more information.
If you will install ACT! Premium for Web on a Web server that hosts other sites:
2
•
Where does your ACT! Premium database reside? If it is on a different server, you must
give your impersonation user account access to the supplemental files on that server. See
“Understanding ASP.NET impersonation” on page 3 for more information.
•
What virtual directories or virtual servers of other Web sites are on the Web server? You
must plan a unique virtual directory or virtual server name for your ACT! Premium for
Web installation.
•
What are the security issues for each of your hosted Web sites? You must develop a plan to
secure user data for ACT! Premium for Web and for other Web sites using folder
permissions or other security methods.
ACT! Premium for Web Administrator’s Guide
Using Integrated Windows authentication
For enhanced security, you can require Integrated Windows authentication to control access to
your site. This Windows feature checks domain credentials when a user accesses your site,
ensuring that the user has permission to access your Web server. If you are not familiar with this
feature, we recommend using Anonymous access. For more information, see Microsoft’s IIS
Help.
Understanding ASP.NET impersonation
ACT! Premium for Web uses ASP.NET impersonation to access the database and other files.
You create a Windows user account, and then use the Administration tool to configure ACT!
Premium for Web to use that account. ASP.NET impersonation allows an ASP.NET application
to access Windows resources using the account you provide.
For more information, see “About the ASP.NET process account and the impersonation user
account” on page 7.
To continue setting up ACT! Premium for Web, go to Chapter 2, “Installing ACT! Premium for
Web.”
Preparing your ACT! Premium for Web Server
3
Chapter 2
Installing ACT! Premium for Web
When you install ACT! Premium for Web 2005, you create or set up access to an ACT! Premium
database and then register and activate the product. In this chapter, you will learn to install,
uninstall, and reinstall ACT! Premium for Web. You will also learn about the ASP.NET process
account and the impersonation user account.
Installing ACT! Premium for Web
Several possible installation scenarios exist for ACT! Premium for Web, depending on your
existing software and configuration:
New user Your Web server has no existing installations of ACT! or ACT! Premium for Web.
ACT! for Web 1.0 user Your Web server has an existing installation of ACT! for Web 1.0.
ACT! for Windows user Your Web server has an existing installation of ACT!.
Additionally, your installation will differ based on whether you have Microsoft SQL Server and
Microsoft .NET Framework installed.
All of these scenarios are covered in the instructions in this chapter.
To install ACT! Premium for Web
1
Insert the ACT! Premium for Web 2005 CD into the CD drive.
The installation program automatically starts. If it does not, browse the CD and select
setup.exe.
2
Click Install ACT! Premium for Web 2005.
The installation program runs several checks on your Web server to look for other versions
of ACT!, Microsoft SQL Server, and Microsoft .NET Framework.
- If the installer detects an installation of ACT! for Web 1.0, it informs you that both ACT!
for Web 1.0 and ACT! Premium for Web can exist on the same Web server.
- If the installer detects an installation of ACT! 6.0 or earlier, it informs you that both ACT!
and ACT! Premium for Web can exist on the same Web server.
- If the installer detects an installation of ACT! 2005, it prompts you to uninstall it before
proceeding.
Installing ACT! Premium for Web
5
When the installer finishes the system checks, follow the instructions on the screen to copy the
necessary files for:
•
•
•
•
Microsoft SQL Standard Edition
Microsoft .NET Framework
Microsoft Internet Explorer
ACT! Premium for Web 2005
The installer proceeds through the Getting Started Wizard for ACT! Premium for Web.
Next steps
This section describes the steps required after installing ACT! Premium for Web.
Creating or converting a database
In the Getting Started Wizard, you create an ACT! Premium database and check for product
updates. If you will connect to an existing ACT! Premium database, you can skip database setup
during the Getting Started Wizard. For more information on creating a database, see the ACT!
Premium for Web Help.
Caution You must configure new and existing ACT! databases to be shared in order for ACT!
Premium for Web to connect to them. If ACT! for Windows users will use your
database, grant them permissions to access the database files.
If you have an ACT! 3.x to 6.x database, you must convert it to an ACT! Premium database. For
more information on database conversion, see the ACT! Premium for Web Help.
Installing synchronization components
From CD 2, you can install optional synchronization components for ACT! for Windows users
who connect to your database. Go to the next section for more information.
Setting up ASP.NET impersonation
If you are not installing synchronization components, the next step is to set up ASP.NET
impersonation. Go to “About the ASP.NET process account and the impersonation user
account” on page 7.
Installing optional synchronization components
If ACT! Premium for Workgroups for Windows users access your database, they may
synchronize data over your network or the Internet. You can choose to install two components,
ACT! Network Synchronization Service and ACT! Internet Synchronization Service, based on
your user requirements.
Installing ACT! Network Synchronization Service
The ACT! Network Synchronization Service is a separate application that you use to monitor
synchronization for a main database synchronizing with remote databases.
6
ACT! Premium for Web Administrator’s Guide
To install ACT! Network Synchronization Service
1
Insert product CD 2 into the CD drive, browse to the ACT Network Sync folder, and then
select setup.exe.
2
Follow the instructions on each page, clicking Next to advance.
3
Click Finish to close.
See “Setting up the ACT! Network synchronization service” in the ACT! Premium for Web server
User’s Guide for configuration instructions.
Installing ACT! Internet Synchronization Service
The ACT! Internet Synchronization Service requires a computer with Microsoft Internet
Information Services (IIS) v5.0.2 or later and ASP.NET (if using Windows 2003) installed. The
IIS computer should be located outside the firewall. The ACT! Internet Synchronization Service
install creates a default virtual directory called ActInternetSync and contains a file called
SyncConfigFile, which you must configure.
To install ACT! Internet Synchronization Service
1
Insert product CD 2 into the CD drive, browse to the ACT Internet Sync folder, and then
select setup.exe.
2
Follow the instructions on each page, clicking Next to advance.
3
Click Finish to close.
See “Setting up Internet synchronization” in the ACT! Premium for Web server User’s Guide for
configuration instructions.
Next steps
Set up your ASP.NET process account and impersonation user account. Go to the next section
for more information.
About the ASP.NET process account and the impersonation user account
You must set up and validate both an ASP.NET process account and an impersonation user
account for ACT! Premium for Web.
•
ASP.NET process account
This account is required for ASP.NET to function. It is usually managed by Windows and
requires the “Impersonate a client after authentication” permission. The account name
varies, depending on the operating system on your Web server. Note that it may be
different from the following names, if it was customized.
- ASPNET (Windows XP, Windows 2000 Professional, and Windows 2000 Servers that
are not domain controllers)
- IWAM_<machine_name> (Windows 2000 domain controllers)
- An account that is a member of the IIS_WPG group (Windows 2003 Servers). By default,
this account is called Network Service, but it can vary, depending on the application
pool under which ACT! Premium for Web runs.
Installing ACT! Premium for Web
7
•
Impersonation user account
This account is required for ACT! Premium for Web to allow secure access to application
and database files. For more information, see “Creating an impersonation user account” on
page 8.
Note
For more information on verifying the ASP.NET process is enabled, setting the
“Impersonate a client after authentication” permission, or if your Web server is a
domain controller, see Appendix C, “Setting ASP.NET Process Account Permissions”
on page 25.
Creating an impersonation user account
You need to create an impersonation user account to allow ACT! Premium for Web to access the
database and other files. The type of account you create depends on the type of configuration
(single server or multiple servers) you use. You use this account when configuring ACT!
Premium for Web, as described in the next chapter.
Note
To share your Web-hosted ACT! Premium database with users running ACT! Premium
for Workgroups, you must grant users of ACT! Premium for Workgroups full access to
the database supplemental files. You can either grant the domain users group full
access to the database supplemental files or grant full access to individual domain
users.
Impersonating on single-server configurations
For a single-server configuration, the impersonation user account you create should have the
following attributes:
•
•
Be a local Windows administrator on the Web server.
Have permission to access all ACT! Premium for Web and database supplemental files on
the server.
Impersonating on multiple-server configurations
For a multiple-server configuration, the impersonation user account you create should have the
following attributes:
•
•
•
Be a standard domain user.
•
Have permission to access all ACT! Premium for Web files on the Web server.
Be a local Windows administrator to the Web server.
Have permission to access the database supplemental files for your ACT! database on the
database server.
Next steps
Next, you must register and activate the product. Go to the next section for more information.
8
ACT! Premium for Web Administrator’s Guide
Registering and activating ACT! Premium for Web
After you install ACT! Premium for Web, you must register and activate your application.
Registration ensures you of timely program updates, upgrade offers, and customer support
options. Once you register, you then activate the product, which unlocks the product for use.
Note
ACT! Premium for Web will stop working if you do not register and activate the
product within 30 days of first use. To access registration and activation at any time,
from the Help menu, click Register ACT!.
To register and activate ACT! Premium for Web
When you launch ACT! Premium for Web after installing, the ACT! Premium for Web
Registration and Activation Wizard appears.
1
In the Options area, select I have purchased ACT! and am ready to register, and then click
Next.
2
Type your serial number, and then click Next.
The ACT! Registration and Activation Wizard guides you through the rest of the registration
and activation process.
The serial number you use during registration allows a specific number of users based on the
number of licenses you purchased. You can register additional serial numbers if you purchase
more licenses.
To register additional serial numbers
1
From the Help menu, select Register ACT!.
2
Click Add to add serial numbers.
Next steps
Next, you must specify and validate your ACT! Premium for Web configuration and set up user
access. Go to Chapter 3, “Managing ACT! Premium for Web.”
Uninstalling or reinstalling ACT! Premium for Web
If necessary, you can uninstall or reinstall ACT! Premium for Web. To reinstall ACT! Premium
for Web, you must first uninstall it.
To uninstall ACT! Premium for Web
1
Click Start, point to Programs, point to ACT! Premium for Web, and then click Uninstall
ACT! Premium for Web.
2
When prompted, click Yes to confirm that you wish to uninstall the program.
To reinstall ACT! Premium for Web
1
Follow the steps under “To uninstall ACT! Premium for Web.”
2
Follow the steps under “To install ACT! Premium for Web” on page 5.
Installing ACT! Premium for Web
9
Chapter 3
Managing ACT! Premium for Web
You can perform most administrative tasks in the ACT! Premium for Web server application on
your Web server. In this chapter, you will learn to:
•
Use the Web Site Administration tool to manage the impersonation user account, virtual
directories, and ACT! Premium databases.
•
•
Set up access to ACT! Premium for Web for users.
Customize the ACT! Premium for Web experience.
Using the Web Site Administration tool
Before users can access ACT! Premium for Web, you must validate your ASP.NET process
account and specify an impersonation user account, a virtual directory, and at least one ACT!
Premium database. You do this using the Web Site Administration tool. You can also use this
tool to change or remove databases from ACT! Premium for Web.
Validating your ASP.NET process account
ACT! Premium for Web uses ASP.NET to access the database and other files. Before specifying
impersonation accounts, virtual directories, and databases, you must validate that an ASP.NET
process account exists on your Web server.
Note
The Web server test must be successful before you can access the User Account and
Add/Remove Database tabs.
To validate the ASP.NET process account
1
In ACT! Premium for Web, from the Tools menu, select Web Site Administration.
The Web Site Administration tool appears.
2
In the Web Server tab, click Test.
• The system displays a “Test Successful” message if an ASP.NET process account exists.
Click OK to close the message. Go to “Specifying the impersonation user” on page 12.
• The system displays an error message if an ASP.NET process account does not exist or
is incorrectly configured. Click OK to close the message. See “About the ASP.NET
process account and the impersonation user account” on page 7 for more information.
• The system displays an informational message if SharePoint software exists on the Web
server. You may need to modify your Web configuration. For more information, see
“Using Microsoft SharePoint 2003 with ACT! Premium for Web” on page 23.
3
Correct any errors and repeat step 2 until the Web server test is successful.
Managing ACT! Premium for Web
11
Specifying the impersonation user
Before you can specify a virtual directory and ACT! Premium database, you configure ACT!
Premium for Web to use the impersonation user.
Note
The user account test must be successful before you can access the Add/Remove
Database tab.
To specify and validate the impersonation user
1
In ACT! Premium for Web, from the Tools menu, select Web Site Administration.
The Web Site Administration tool appears.
2
In the User Account tab, click Edit.
Note
You may receive an error message if the Administration tool is unable to access the
Windows domain, the Windows User Name does not exist, or you entered an invalid
password. Check with your system administrator, correct the errors, and then try
again.
3
From the Windows Domain list, select the domain for your impersonation user.
4
Type the user name and password, and then click OK.
The Administration tool does the following:
• Encrypts the user name and password you entered.
• Sets up ASP.NET impersonation using the specified user.
• Verifies that the impersonation user can access the files and folders required for ACT!
Premium for Web.
• Verifies that the ASPNET process account has access to the registry key required to run
ACT! Premium for Web.
Then, a message displays:
• The system displays a “Test Successful” message if the impersonation user has access to
the required files and folders. Click OK to close the message and specify a virtual
directory and database. Go to “Specifying a virtual directory and ACT! database” on
page 13.
• The system displays an error message if the impersonation user does not have the
required access to files and folders. Click OK to close the message. See “Creating an
impersonation user account” on page 8 for more information.
• The system displays an error message if the ASPNET process account does not have the
required access to the registry key. Click OK to close the message.
5
Correct any errors and repeat steps 2 through 4 until the ASP.NET impersonation user test
is successful.
To validate the impersonation user after making configuration changes
At any time, you can test whether your impersonation user can access the files and folders
required for ACT! Premium for Web. You should do this whenever you make changes to the
configuration.
1
In ACT! Premium for Web, from the Tools menu, select Web Site Administration.
The Web Site Administration tool appears.
12
ACT! Premium for Web Administrator’s Guide
2
In the User Account tab, click Test.
• The system displays a “Test Successful” message if the impersonation user account has
access to the required files and folders. Click OK to close the message.
• The system displays an error message if the impersonation user account does not have
the required access. Click OK to close the message. See “Creating an impersonation user
account” on page 8 for more information.
• The system displays an error message if the ASPNET process account does not have the
required access to the registry key. Click OK to close the message.
3
Correct any errors and repeat step 2 until the ASP.NET impersonation user test is
successful.
Specifying a virtual directory and ACT! database
When you installed ACT! Premium for Web, the installer created a virtual directory called
“apfw” on your Web server. Users access ACT! Premium for Web by adding this virtual
directory name to the URL of your Web server. For example, “http://salesweb/apfw” would
be the name if “salesweb” is the Web server URL and “apfw” is the virtual directory name.
Using the following procedure, you assign one or more ACT! Premium databases to this virtual
directory, to give users a database to log on to when they access ACT! Premium for Web.
To specify a virtual directory and ACT! Premium database
1
In ACT! Premium for Web, from the Tools menu, click Web Site Administration.
The Web Site Administration tool appears.
2
In the Add/Remove Database tab, from the Web site list, select the name of your Web
server.
A list of virtual directories available on your Web server appears in the Virtual directories
field.
Note
The box displays only virtual directories that are associated with an ACT! Premium for
Web installation. In most cases, there is only one. However, in environments where
you host multiple ACT! Premium for Web sites, the list may have more than one virtual
directory. For more information on configuring this type of environment, see
Chapter 4, “Securing ACT! Premium for Web.”
3
In the Virtual directories field, select the virtual directory to configure.
4
(Optional) Click Test to display the ACT! Premium for Web login page for the selected
virtual directory in a browser window. Close the browser window.
5
Click Add, and then browse to the ACT! Premium database to associate with your selected
virtual directory.
You must have administrator rights in the ACT! Premium database you add. Also, the
database must not already be assigned to any virtual directory on your Web server.
6
Click OK.
7
The Administration tool prompts you to log on. Enter your user name and password, and
then click OK.
Managing ACT! Premium for Web
13
The Administration tool validates whether the impersonation user can access the virtual
directory, database, and database supplemental files.
• The system displays a “Test Successful” message if the impersonation user account has
access to the virtual directory, database, and files. Click OK to close the message. Go to
“Setting up access for users” on page 15.
• The system displays an error message if the impersonation user account does not have
the required access. Click OK to close the message and fix the error. On the
Add/Remove Databases tab, the system displays the added database with an error icon
next to it. See “Creating an impersonation user account” on page 8 for more information.
To validate the virtual directory and database after making configuration
changes
At any time, you can test whether your configuration can access the files and folders required
for ACT! Premium for Web. You should do this whenever you make changes to the
configuration.
1
In ACT! Premium for Web, from the Tools menu, click Web Site Administration.
The Web Site Administration tool appears.
2
In the Add/Remove Database tab, from the Web site list, select the name of your Web
server.
3
In the Virtual directories field, select a virtual directory.
4
In the Databases field, select a database.
5
Click Test DB.
6
The Administration tool prompts you to log on. Enter your user name and password, and
then click OK.
• The system displays a “Test Successful” message if the impersonation user account has
access to the virtual directory, database, and files. Click OK to close the message.
• The system displays an error message if the impersonation user account does not have
the required access. Click OK to close the message and fix the error. On the
Add/Remove Databases tab, the system displays an error icon next to the databases
with errors. See “Creating an impersonation user account” on page 8 for more
information.
To remove access to an ACT! Premium database
You can also remove user access to ACT! Premium databases using the Administration tool.
1
In ACT! Premium for Web, from the Tools menu, click Web Site Administration.
The Web Site Administration tool appears.
2
From the Web site list, select the name of your Web server.
A list of virtual directories available on your Web server appears in the Virtual directories
field.
14
3
In the Virtual directories field, select the virtual directory you want to configure.
4
Select the ACT! Premium database to remove access to, and then click Remove.
5
The Administration tool prompts you to log on. Enter your user name and password, and
then click OK.
ACT! Premium for Web Administrator’s Guide
Next steps
After you have validated your ASP.NET process account, specified the impersonation user, and
specified your virtual directory and ACT! database, you can set up user access to ACT!
Premium for Web. Go to the next section for more information.
Setting up access for users
Once you have installed and configured ACT! Premium for Web, you are ready to set up access
for your users. This section discusses:
•
•
•
•
Setting up users in ACT! Premium for Web.
System requirements for users.
Configuring Internet Explorer to access ACT! Premium for Web.
Accessing ACT! Premium for Web.
Setting up users in ACT! Premium for Web
Before users can access ACT! Premium for Web, you must add them as users in the appropriate
ACT! Premium databases and assign them a user role. For more information on users and user
roles, see the ACT! Premium for Web User’s Guide.
System requirements for remote users
To access ACT! Premium for Web, remote users must meet the following requirements:
•
•
•
•
Microsoft Windows 98/Me/NT/2000/XP
•
NIC, analog modem (56 Kbps minimum), Cable, or DSL (Cable or DSL recommended for
optimal performance)
•
Printer (optional)
Internet Explorer 5.5 or later (6.0 recommended)
Adobe® Reader® 5.0 or later
Internet and/or TCP/IP connection (Internet is optional, but is required for users to access
ACT! Premium for Web outside of the company’s network)
Configuring Internet Explorer to access ACT! Premium for Web
While using ACT! Premium for Web, users will be unable to access the Internet Explorer View
Source function and the shortcut menu.
You must enable Internet Explorer to accept cookies, and you must specify certain browser
security settings, as described in the following sections.
Configuring the Trusted Sites zone
Adding your ACT! Premium for Web site domain to the Trusted Sites zone in Internet Explorer
ensures that the application will function properly. Some features such as pop-up windows
may not work correctly if your Web site is not in the Trusted Sites zone.
For more information on security zones in Internet Explorer, see Help in Internet Explorer.
Managing ACT! Premium for Web
15
Configuring ActiveX security
To use correspondence and word-processing features, users will be prompted to install two
ActiveX controls, TX Text Control and Common Dialog, if the controls are not already on users’
systems.
TX TextControl This installs with ACT! Premium for Web and is part of the same security zone
as ACT! Premium for Web. All users are prompted to install this control.
Common Dialog This is a Microsoft ActiveX control that some users may need to install. It is
part of the Microsoft.com security zone.
Default browser settings typically prompt users to install ActiveX controls. You should inform
users that it is safe to install these controls.
Accessing ACT! Premium for Web
You must provide your users with an address for accessing ACT! Premium for Web. This
address consists of the virtual directory name of your ACT! Premium for Web installation
appended to your site URL.
Examples of URLs are:
•
http://salesweb/apfw, where “salesweb” is your site URL, and “apfw” is the virtual
directory name
•
•
•
http://teamwebserver/apfw
http://92.123.145.63/apfw
http://www.salesperson.com/apfw
If you are on a common network, users can always access ACT! Premium for Web using the
network machine name of the Web server. In the first two examples, that name is “salesweb”
and “teamwebserver”.
The last two examples feature external URLs as opposed to network machine names. Setting up
external Internet access for your ACT! Premium for Web site requires additional configuration
that is not covered in this guide. Refer to Microsoft IIS Help or contact your network
administrator or ISP for additional support.
Next steps
If you like, you can customize the appearance and behavior of ACT! Premium for Web. Go to
the next section for more information.
Next, you must secure your installation of ACT! Premium for Web, as described in Chapter 4,
“Securing ACT! Premium for Web.”
Customizing the ACT! Premium for Web experience
You can customize the way ACT! Premium for Web looks and behaves using tools available in
ACT! Premium for Web. See the ACT! Premium for Web server User’s Guide for information on:
•
•
•
•
16
Defining custom fields for contact, group, and company records.
Creating custom layouts for Contact, Group, and Company Detail views.
Creating custom reports for contacts, activities, and more.
Creating custom templates for correspondence.
ACT! Premium for Web Administrator’s Guide
Chapter 4
Securing ACT! Premium for Web
As with any application that is available on a network or as an Internet Web site, you must take
appropriate security precautions with ACT! Premium for Web 2005. This chapter discusses:
•
•
•
•
Setting up secure environments for ACT! Premium for Web.
Creating and securing multiple sites on a server.
Recovering from a security compromise.
Using Secure Sockets Layer (SSL) with ACT! Premium for Web.
Setting up a secure ACT! Premium for Web environment
The steps you take to secure your ACT! Premium for Web environment depend on which
Windows version you are using. The following sections give information for each operating
system.
Securing Windows 2000, Windows 2000 Server, and Windows XP
You can use the Microsoft IIS Lockdown Wizard with Windows 2000 Server and Windows XP
to quickly create a secure environment for your Web site. This leaves relatively few steps for you
to perform manually. The Lockdown Wizard creates a secure environment by disabling or
removing access to unused features on your Web server.
To use the IIS Lockdown Wizard, download it from microsoft.com, and then follow the
instructions to run the wizard.
Securing Windows 2003 Server
Because IIS 6.0 in Windows 2003 Server runs in an inherently secure environment, secure
Windows 2003 Server by using the default settings. Restore any security features you removed
in IIS 6.0.
Creating and securing a multiple hosted environment
You may have two or more instances of ACT! Premium for Web hosted on one Web server. In
these cases, you can use virtual directories, virtual servers, or application pools to distinguish
and secure each ACT! Premium for Web site. You should also isolate any supplemental data for
each Web site, as described in “Isolating supplemental data” on page 19.
Securing ACT! Premium for Web
17
Using virtual directories to create multiple Web sites
You can create multiple virtual directories within your Default Web Site. For example, you may
have one called "Sales" and one called "Marketing". Clients access the sites using a URL
followed by the virtual directory name (for example, http://domain.com/sales). You point
each virtual directory to the ACT! Premium for Web installation directory. By default, the
installation directory is C:\Program Files\ACT\ACT for Web 7\APFW.
Using virtual servers to create multiple Web sites
If you are using Windows 2000 Server, 2000 Advanced Server, Small Business Server 2000,
Server 2003 Standard Edition, Server 2003 Enterprise Edition, or Small Business Server 2003,
you can create virtual servers on a single Web server. Using this method, you can support
multiple domains on one Web server. For example, you could host “http://www.domain.com”
and “http://www.anotherdomain.com” on one Web server.
Using application pools in IIS 6.0
In IIS 6.0, application pools are a method of isolation between Web sites and applications. An
application pool can contain one or more applications. To help create a very secure and reliable
environment, you can place each site in its own application pool. Errors in one application pool
cannot cause another application pool or the server itself to fail.
Consider the following guidelines when configuring application pools:
•
To isolate Web applications on a Web site from Web applications on other sites running on
the same computer, create an individual application pool for each Web site.
•
For enhanced security, configure a unique user account (process identity) for each
application pool. Use an account that has the least user rights possible, such as the Network
Service account in the IIS_WPG group.
•
If a test version of an application exists on the same server as the production version of the
application, separate the two versions into different application pools. This isolates the test
version of the application.
As a design consideration, to have an application run with a unique set of properties, create an
application pool for that application.
Isolating databases
When a customer logs on to ACT! Premium for Web, you should ensure that they are not
presented with databases other than their own for use.
You do this by creating separate database lists in the Web Site administration tool. For each
virtual directory, you should maintain a separate and uniquely named database or list of
databases. For example, you set up a virtual directory for Customer A and name it CustomerA.
You associate this virtual directory with Customer A's ACT! database, called
CustomerADatabase. You then set up a virtual directory for Customer B and name it
CustomerB, and associate that virtual directory with Customer B's database, called
CustomerBDatabase. Using this method, users of Customer A will not see Customer B's
database name when they log on to ACT! Premium for Web.
18
ACT! Premium for Web Administrator’s Guide
Isolating supplemental data
You must take steps to protect and isolate the supplemental data of each ACT! Premium for
Web site in a multiple hosted environment. Examples of supplemental data are reports and
templates. The most effective way to isolate supplemental data is through folder permissions.
Ensure that your users save their supplemental data to specific personal folders and set
permissions for those folders so only those users can access them.
Recovering from a security compromise
If Web server security is compromised, logging can help you determine what went wrong.
Ensure that logging is enabled in your Default Web Site Properties. Using logs, you can view
activity on your Web site including date/time, IP address, and the affected area of any
unauthorized requests. For example, if someone executes an unauthorized command on your
Web server, you can view which command was executed and what user account executed it.
This information helps you close any security deficiencies.
IIS features extensive logging options that are separate from the traditional Event Viewer in
Windows. The default format for logs used by IIS is W3C Extended Log File Format. This is the
recommended format because IIS allows you to set options for what you want to log. You can
switch formats at any time without affecting past logs.
For more information on logging, see Help in IIS.
Using Secure Sockets Layer with ACT! Premium for Web
SSL uses an encryption key to encrypt data you send over the network, which is then decrypted
for use in ACT! Premium for Web. You can use this technology to make ACT! Premium for Web
more secure.
To use SSL, you must obtain a Web server certificate from a vendor, and then configure your
Web site to use that certificate. Once the certificate is configured, you specify which portions of
your Default Web Site you want to secure with SSL. You may want to secure the entire Default
Web Site or just a certain virtual directory or page. Any data you transmit between the Web
server and the client without SSL is susceptible to interception.
Consider the following scenarios:
•
If your Web server only hosts ACT! Premium for Web, you can use SSL to secure the entire
Default Web Site. The ACT! Premium for Web log-on page and everything within it will be
secured with SSL. You must precede all URLs with https: rather than http:.
•
If other Web pages are hosted on your Web server, you can use SSL to secure only the
virtual directory where ACT! Premium for Web is set up. The ACT! Premium for Web logon page and everything within it will be secured with SSL. You must precede all URLs with
https: rather than http:.
•
You can use SSL to secure specific pages or folders in ACT! Premium for Web, for example,
you may only want to secure the log-on page. Expand the virtual directory where ACT!
Premium for Web is set up to see the folders and files.
Securing ACT! Premium for Web
19
Appendix A
Glossary
Anonymous access The process of allowing users to access your Web site through an Internet
Guest Account, eliminating the need for local credentials.
ASP.NET process account The Windows-managed account under which ASP.NET
applications run. This account has minimal security and file access permissions.
IIS Lockdown Wizard A tool in Windows 2000 and Windows XP that protects your Web server
from common security vulnerabilities.
impersonation Impersonation allows IIS to run a Web application under a different set of
credentials than the default Web permissions.
impersonation user account The ACT! Premium for Web application runs as this userspecified account. This account needs access to both application and database supplemental
files, so it requires additional security and file access permissions.
Integrated Windows Authentication The process of checking network credentials when users
access your Web site. Turning off Anonymous access enables Integrated Windows
Authentication.
Internet Guest Account Also known as IUSR, this user account allows Internet users to access
your Web site without having credentials on the Web server.
Internet Information Server (IIS) The Web server software included with Windows 2000, XP,
and 2003 Server. ACT! Premium for Web runs using IIS.
multiple-server configuration When your ACT! Premium for Web installation and ACT!
Premium database are on different servers.
single-server configuration When your ACT! Premium for Web installation and ACT!
Premium database are on the same server.
synchronization The process of allowing multiple copies of the same data to exist in different
places at the same time, tracking the changes to the data in multiple places, and transporting the
changes from one database to another. Synchronization occurs between a main database and
remote database(s). While synchronization is unnecessary for ACT! Premium for Web users,
many ACT! for Windows users synchronize remote databases.
virtual directory A directory that is set up in IIS and points to a real directory on your Web
server. The directory contains your Web page code files. Users access your Web page by
appending its virtual directory name to the Web server IP address or name.
Web server A computer running a server-class operating system, such as Windows 2000
Server or Windows 2003 Server, that hosts and provides access to your Web site.
21
Appendix B
Using Microsoft SharePoint 2003 with
ACT! Premium for Web
To run ACT! Premium for Web on a server on which SharePoint 2003 is installed, you may need
to make the following configuration changes:
•
•
Modify the web.config file in the APFW folder.
Add the APFW virtual directory to the exclude list for SharePoint.
You must modify the web.config file and add the APFW virtual directory to the exclude list if
you run Microsoft Windows Server 2003 (Standard, Web, or Enterprise versions) and
SharePoint 2003.
You do not need to modify the web.config file and add the APFW virtual directory to the
exclude list if you use Microsoft Small Business Server 2003 and SharePoint 2003.
Modifying the web.config file
You add text to the web.config file so ACT! Premium for Web will function with SharePoint.
Note
If you remove SharePoint from the server that hosts ACT! Premium for Web, delete the
added lines from the web.config file. Otherwise, ACT! Premium for Web will stop
functioning.
To edit the web.config file
1
Open Notepad.
2
From the File menu, click Open.
3
Navigate to the APFW folder on the server where ACT! Premium for Web is installed, and
open the web.config file using an editor, such as NotePad.
Note
4
In a default installation, the web.config file is located at c:\Program Files\ACT\ACT
for Web 7\APFW.
Add the text shown below in bold to the file (the text that is not bold is already in the file).
…
<identity impersonate="true"
userName="registry:HKLM\Software\AspNetProcess\ASPNET_SETREG,userName"
password="registry:HKLM\Software\AspNetProcess\ASPNET_SETREG,password"/>
<httpHandlers>
<clear />
<add verb="*" path="*.aspx" type="System.Web.UI.PageHandlerFactory, System.Web,
Version=1.0.5000.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a" />
</httpHandlers>
23
<trust level="Full" originUrl="" />
<httpModules>
<add name="Session" type="System.Web.SessionState.SessionStateModule"/>
</httpModules>
<pages enableViewState="true" enableSessionState="true" enableViewStateMac="true"
validateRequest="false"/>
<compilation defaultLanguage="c#"/>
...
5
From the File menu, click Save.
Modifying the SharePoint exclude list
You use SharePoint Central Administration to exclude the APFW virtual directory.
To exclude the APFW virtual directory
1
On the server running Windows SharePoint Services, point to Start, point to
Administrative Tools, and then click SharePoint Central Administration.
2
In the Virtual Server Configuration area, click Configure virtual server settings.
3
In the Virtual Server List, click the virtual server to add the excluded paths to.
Note
24
In a default installation, the virtual server name is Default Web Site.
4
Under Virtual Server Management, click Define managed paths.
5
In the Path field, under Add a New Path, type the path to exclude. In a default installation,
this is the APFW virtual directory on the server.
6
Click Excluded Path, and then click OK.
ACT! Premium for Web Administrator’s Guide
Appendix C
Setting ASP.NET Process Account
Permissions
This appendix provides information on verifying whether the ASP.NET service is available,
setting Read permission for the registry key that contains the impersonation user credentials,
and setting process account permissions on Web servers and domain controllers.
Verifying the ASP.NET service is available on the Web server
You can verify that the ASP.NET service is available on the Web server.
Note
1
The following instructions are for Windows 2003; see your Windows documentation
for how to do this on other Windows versions.
Open the Windows Control Panel (point to Start, and then click Control Panel).
The Control Panel window appears.
2
Double-click Add or Remove Programs.
The Add or Remove Programs window appears.
3
On the left, click Add/Remove Windows Components.
The Windows Components Wizard appears.
4
In the Components list, select Application Server, and then click Details.
The Application Server dialog box appears.
5
In the Subcomponents of Application Server list, verify thatASP.NET has a check mark to
the left. If it does not, select ASP.NET.
6
Click OK to close the Application Server dialog box.
7
Click Next to proceed with the Windows Components Wizard. You may need access to
your Windows installation media to complete the process.
Setting Read permission for the registry key
The ASP.NET process account requires Read permission to the registry key that contains the
encrypted impersonation user account credentials. In most instances, the Web site
Administration tool in ACT! Premium for Web server sets this permission for you.
To verify the setting, examine the permissions on the following registry key:
HKEY_LOCAL_MACHINE\SOFTWARE\AspNetProcess\ASPNET_SETREG.
25
How you view or grant Read permission to this registry key varies, based on the version of
Windows installed on your Web server. See your Windows documentation for assistance.
Note
To identify the ASP.NET process account on your Web server, see “About the
ASP.NET process account and the impersonation user account” on page 7.
Setting process account permissions on a Web server that is not a domain
controller
The ASP.NET process account requires the “Impersonate a client after authentication”
permission in the Local Security Policy.
Note
In most cases, Windows manages the ASP.NET process account and has already
granted permission.
To verify or grant the process account local permission
1
Click Start, point to Programs, point to Administrative Tools, and then click Local Security
Policy.
2
In the left pane, expand Security Settings, expand Local Policies, and then click User
Rights Assignments.
3
In the right pane, double-click Impersonate a client after authentication.
The Local Security Policy Setting dialog box appears.
4
In the Assigned to list, locate the ASP.NET process account. If it is present in the list and
the Local Policy Setting column is checked, the account has the required permission (you
have finished this task).
5
If the ASP.NET process account is not present, click Add.
The Select Users or Groups dialog box appears.
6
In the Look in list, select the local machine.
7
Select the ASP.NET process account in the Name list, click Add, and then click OK to close
the Select Users or Groups dialog box.
8
Verify the ASP.NET process account has a check mark in the Local Policy Setting column.
9
Click OK to close the Local Security Policy Settings dialog box, and then click OK again to
close the Local Security Settings window.
10 At a command prompt, run the following command:
iisreset
26
ACT! Premium for Web Administrator’s Guide
Setting process account permission on a domain controller
If your Web server is also a domain controller, you may need to grant the ASP.NET process
account an additional permission.
Note
These steps are required for domain controllers that run any version of Windows 2000
Server. In most cases, Windows granted this permission if your domain controller runs
other versions of Windows.
To verify or grant the process account domain controller permission
1
Click Start, point to Programs, point to Administrative Tools, and then click Domain
Controller Security Policy.
2
In the left pane, expand Security Settings, expand Local Policies, and then click User
Rights Assignments.
3
In the right pane, double-click Impersonate a client after authentication.
The Security Policy Setting dialog box appears.
4
Click Define these policy settings.
5
Click Add.
The Add User or Group dialog box appears.
6
Click Browse.
The Select Users or Groups dialog box appears.
7
Select the ASP.NET process account, click Add, and then click OK to close the Select Users
or Groups dialog box.
8
Click OK to close the Add User or Group dialog box, and then click OK again to close the
Security Policy Settings dialog box.
9
To enforce an update of computer policy, at a command prompt, run the following
command:
secedit /refreshpolicy machine_policy /enforce
10 At a command prompt, run the following command:
iisreset
27
Appendix D
Troubleshooting Your ACT! Premium for Web
Configuration
This appendix helps you identify the cause of configuration issues or errors generated by the
Web Site Administration tool. See the section for the tab (Web Server, User Account, or
Add/Remove Databases) on which you received the error.
Web Server tab
The following messages may display as the result of the tests performed from this tab.
Issue/Message
Possible Cause/Solution
The ASP.NET process does not
exist or is not configured properly.
See the Troubleshooting
appendix in the ACT! Premium for
Web Administrator’s Guide for assistance.
Cause: The ASP.NET service is not available or the ASP.NET
process account is improperly configured on the Web server.
Solution: To verify whether the ASP.NET service is available,
see “Verifying the ASP.NET service is available on the Web
server” on page 25.
To verify the configuration of the ASP.NET process account,
see “About the ASP.NET process account and the
impersonation user account” on page 7.
For information on creating and configuring users and
permissions, see Windows documentation.
Microsoft® Sharepoint software
detected. Additional configuration
may be required to enable ACT!
Premium for Web to run. See the
Troubleshooting appendix in the ACT!
Premium for Web Administrator’s Guide for
assistance.
Cause: SharePoint was detected on the Web Server. Some
installations of SharePoint 2003 modify the default Web site
and ASP.NET service configuration.
Solution: See Appendix B, “Using Microsoft SharePoint
2003 with ACT! Premium for Web” on page 23 to determine
further steps required for your Web server.
User Account tab
The following messages may display as the result of the tests performed from this tab.
Issue/Message
Possible Cause/Solution
ACT! is unable to retrieve
Cause: The Windows domain information is unavailable.
Windows domain information at
Solution: See your network administrator.
this time. This information is
required to edit the Windows User
Account. Please check with your network
administrator and try again later.
29
Issue/Message
Possible Cause/Solution
The Windows user account info
Cause: The Windows user name or password you entered does
you have entered is invalid. Please not exist in the selected Windows domain.
check the user name and
Solution: Verify that you entered the correct user name for the
password and try again.
selected domain. If you did, you may need to create a user. See
your network administrator.
The ASP.NET process account
does not exist or is not configured
properly. See the Troubleshooting
appendix in the ACT! Premium for
Web Administrator’s Guide for assistance.
Cause: The ASP.NET service is not available or the ASP.NET
process account is improperly configured on the Web server.
Solution: To verify whether the ASP.NET service is available,
see “Verifying the ASP.NET service is available on the Web
server” on page 25.
To verify the configuration of the ASP.NET process account,
see “About the ASP.NET process account and the
impersonation user account” on page 7.
For information on creating and configuring users and
permissions, see Windows documentation.
The ASP.NET process account
does not have permission to
access or run ACT! Premium for
Web. See the Troubleshooting
appendix in the ACT! Premium for Web
Administrator’s Guide for assistance.
Cause: The ASP.NET process account does not have the
permissions on the Web server to run ACT! Premium for Web.
Solution: To verify the correct account for your Web server
configuration, see “About the ASP.NET process account and
the impersonation user account” on page 7.
This account requires Read permission to the registry key that
contains the encrypted impersonation user credentials. See
“Setting Read permission for the registry key” on page 25.
For information on configuring the ASP.NET process account
on Windows 2000 domain controllers, see “Setting process
account permission on a domain controller” on page 27.
The impersonation user account
does not have access to files and
folders required to run ACT!
Premium for Web on your Web
server. See the Troubleshooting appendix in
the ACT! Premium for Web Administrator’s
Guide for assistance.
Microsoft® Sharepoint software
detected. Additional configuration
may be required to enable ACT!
Premium for Web to run. See the
Troubleshooting appendix in the ACT!
Premium for Web Administrator’s Guide for
assistance.
30
ACT! Premium for Web Administrator’s Guide
Cause: The impersonation user account does not have access
to program files and folders or registry permissions required to
run ACT! Premium for Web.
Solution: Review the required permissions for the
impersonation user account. See “Creating an impersonation
user account” on page 8.
Cause: SharePoint was detected on the Web Server. Some
installations of SharePoint 2003 modify the default Web site
and ASP.NET service configuration.
Solution: See Appendix B, “Using Microsoft SharePoint
2003 with ACT! Premium for Web” on page 23 to determine
if further steps are required for your Web server.
Add/Remove Databases tab
The following messages may display as the result of the tests performed from this tab.
Issue/Message
Possible Cause/Solution
The Web page fails to load after selecting a
Web site and virtual directory, and then
clicking Test.
Cause: Various.
Solution: If you just successfully executed the tests on the Web
Server and User Accounts tabs, restarting IIS on the Web
server may resolve the issue.
If you are testing a Web site that was working previously, reexecute the tests on the Web Server and User Account tabs to
determine the cause of the issue. There may have been a
change to your Web server configuration, such as:
• The password for the impersonation user account was
changed.
• New software or services, such as SharePoint 2003 or Active
Directory, were installed on the Web server.
• The application pool the ACT! Premium for Web virtual
directory runs in was modified.
The impersonation user account
does not have access to the
database you selected. See the
Troubleshooting appendix in the
ACT! Premium for Web Administrator’s Guide
for assistance.
Cause: The impersonation user specified on the User Account
tab does not have permission to access the selected database.
An error icon appears next to any problem database on the tab.
Solution: Review the required permissions for the
impersonation user account. See “Creating an impersonation
user account” on page 8.
31
Index
A
ACT! databases
locating v, 2
planning the location 2
ACT! for Windows
existing installations 2
installing ACT! Premium for Web server 5
ACT! Internet Synchronization Service 7
ACT! Network Synchronization Service 6
ACT! Premium for Web
accessing 16
accessing through Integrated Windows
authentication 3
customizing 16
ACT! Premium for Web server
configuring IIS for 1
configuring SharePoint 2003 for 23
installing 5
managing 11
preparing for installation 1
reinstalling 9
security precautions for 2
uninstalling 9
using a Windows domain controller
with 27
activation 9
ActiveX 16
administration 11
anonymous access, removing 3
application pools 18
ASP.NET impersonation
creating a user account 8
overview 7
process account 7
setting permissions on domain
controllers 27
setting process account permissions 26
setting registry key permissions 25
specifying the impersonation user 12
understanding 3
user account 7
using 1
validating the impersonation user 12
C
configuration types 5
configurations
multiple-server installation 1
single-server installation 1
configuring IIS
for ACT! Premium for Web server 1
Integrated Windows authentication 3
configuring SharePoint 2003 23
D
databases
administrator rights 13
isolation in multiple hosted
environments 18
locating v, 2
logging on 13
planning the location 2
removing access to 14
specifying 13
validating changes 14
define fields 16
differences between ACT! and ACT! Premium
for Web ii
E
exporting reports ii
F
fields, custom 16
G
Getting Started Wizard 6
H
hardware requirements ii
I
IIS Lockdown Wizard 17
impersonation
ASP.NET process account 7
creating a user account 8
on multiple-server configurations 8
on single-server configurations 8
overview 7
setting permissions on domain
controllers 27
setting process account permissions 26
setting registry key permissions 25
specifying the impersonation user 12
user account 7
validating the impersonation user 12
33
installing
ACT! Internet Synchronization Service 7
ACT! Network Synchronization Service 6
ACT! Premium for Web server 5
as an ACT! for Windows user 5
installation checklist v
planning for 1
security preparations for 2
synchronization components 6
upgrading 5
Windows components 2
Integrated Windows authentication 3
Internet Explorer
configuring 15
required version 15
shortcut menu access 15
Internet Information Server (IIS)
configuring 1
installing 2
Lockdown Wizard 17
required version ii
IP address v, 2
isolating databases 18
S
L
templates, custom 16
troubleshooting
Add/Remove Databases tab 31
User Account tab 29
Web Server tab 29
layouts
custom 16
layout designer 16
M
managing ACT! Premium for Web server 11
menus
IE shortcut 15
Windows shortcut ii
Microsoft SQL Server 5
multiple hosted environment 17
multiple server configuration 1
P
planning your database location 2
planning your installation 1
preparing your Web server 1
R
registration 9
reinstalling 9
reports, custom ii, 16
requirements
remote users 15
Web server ii
34
ACT! Premium for Web Administrator’s Guide
security
IIS Lockdown Wizard 17
preparing for 2
recovering from a compromise 19
securing Windows 2000 17
securing Windows 2003 Server 17
securing Windows XP 17
server configurations 1
SharePoint 2003, configuring 23
shortcut menus ii
single server configuration 1
software requirements ii
SSL 19
supplemental data, isolating 19
synchronization
in ACT! Premium for Web ii
installing optional components 6
system requirements
remote users 15
Web server ii
T
U
uninstalling 9
upgrading 5
users, setting up access for 15
V
virtual directories
displaying available 13
specifying 13
using to create multiple Web sites 18
validating changes 14
virtual servers 18
W
Web server
gathering information 2
preparing 1
security preparations for installing on 2
system requirements ii
Web Site Administration tool 11
Windows components 2