How do I move Handheld Contact from one server to the next?
Posted by Craig S, Last modified by Craig S on 03 August 2017 07:56 PM

IMPORTANT: When making these changes from one server to the next, there are three things that cannot change.

  1. ACT! database name
  2. Path to the database (PAD file)
  3. ACT! Administrator username/password

 

If any of these items have changed within ACT! and moving servers, the above steps for transferring the configuration file cannot work.  Re-creation of the Handheld Contact user within the Desktop Application would be required.  This will be done by deleting/removing the existing user(s) [Click on Tools, choose Manage, select Users and choose Delete] from the application and using the 'Add User' wizard to re-add and set up with new database.  This re-add will ensure that the setup is correct and syncing will be successful.

If these items above have not changed, you can complete the steps below:

  1. You will first need to go to the current server and open Handheld Contact.
  2. In Handheld Contact select File-->Save As.
  3. Name this file ‘settings’ and save it to the desktop.
  4. Close Handheld Contact.
  5. When you are ready to move Handheld Contact you need to first un-install Handheld Contact off the current system (very important this is done).
  6. Find the settings.hhc file on the desktop and move it to the new servers desktop.
  7. At this stage you will need to have already installed Act! and access the database at least once on the new server.
  8. Go to http://www.handheldcontact.com/downloads.php and download the Handheld Contact for your version of Act! (best to download the file and then run it).
  9. At the end of the Handheld Contact install hit finish.  Handheld Contact will open automatically, just cancel the User Wizard.
  10. Find the settings.hhc file and open it with Notepad.exe.
  11. You will need to make sure the database’s PAD file path is correctly pointing to the local database directory.  Enter this entire path within the tags <DatabaseFileName>.  Also, the host name (tagged as <CurrentHost>) needs to be the name of the new server (these two options will be at the top of this settings file). Once these settings look correct save the changes.
  12. Move the new ‘settings.hhc’ file to the Handheld Contact directory “C:\Program Files\J2X Technologies\HHC Enterprise Edition\” if it prompts you one already exists replace it.  Note: If using Handheld Contact v4.1.0.0 on the PC/server, the install directory has changed to: C:\Program Files\Keystroke\HHC Enterprise Edition\.