The first time you run Reporting4Act!, you are asked where Reporting4Act! puts its files.

You can specify any directory for the Reporting4Act! files, but we recommend a directory on a server; that way, you can share reports with other users.

After specifying the settings in Step 1, click the Next button.

The options in the Contact Information page are used as contact information when you send an error report to us. The options are self-explanatory.

The options in Step 3 are used when you want to email a report to someone or if an unexpected error occurs in Reporting4Act!, in which case you have an option of emailing an error report to us so we can resolve the problem. The options are:

  • Use MAPI to send emails: choose this option if you use a MAPI-based email client such as Microsoft Outlook. If you don't use Outlook and you're not sure if your email client uses MAPI or not, ask your system administrator. Note that Reporting4Act! requires the 32-bit version of Outlook and cannot send emails if you installed the 64-bit version. If that's the case, use SMTP instead. Also, MAPI isn't recommended if you want to email a scheduled report as it often fails. The other options on this page don't apply if you choose MAPI.

  • Use SMTP to send emails: choose this option if you use an SMTP-based email system or can configure your email system to use SMTP. Note that if you use Microsoft Exchange, it must be configured by your administrator to work with SMTP. This is the preferred option for emailing because it's more reliable.

  • Your name: your email descriptive name.

  • Your email address: the email address to use as the "reply to" address.

  • Mail server address: the address for your SMTP mail server. If this isn't filled in by default, check your email client to see how it's set up. For Gmail, use "smtp.gmail.com:587".

  • SMTP port: the port for your SMTP mail server. This defaults to 25, but can be changed if necessary. As with Mail server address, check your email program's account settings and use the same port number here. For Gmail, use 465.

  • Use SSL/TLS: turn this setting on if your email server uses SSL/TLS. Turn this on for Gmail.

  • My email server requires authentication for outgoing messages: turn this option on if applicable. To determine if you should turn this on or not, check your email client setup.

  • User name: the user name to use if the My email server requires authentication for outgoing messages option is turned on.

  • Password: the password to use if the My email server requires authentication for outgoing messages option is turned on.

  • Test: once the email options are set, click this button to send a test message to yourself. This allows you to ensure the email settings are correct.

After specifying the email settings in Step 3, click the Next button.

In Step 4, you are able to specify the location of your QuoteWerks installation. If you do not use QuoteWerks, leave this setting blank.

In the final setup step, you are able to tell Reporting4Act! about the Act! databases you'd like to have available for reporting. The databases that Reporting4Act! already knows about are listed, and there are several buttons for making changes to the list.

  • Test: This button will perform a connection test using the currently selected database. If there is some problem with the connection, information about the problem will be displayed.

  • Add Database: This button allows you to add a new database to the list.

  • Remove Database: This button will delete the selected database from Reporting4Act!'s list. This has no effect on the database itself; the database is simply removed from Reporting4Act!'s list of databases, meaning that it will no longer be available for reporting. A database that has been removed can always be added again. Note that there is also the Use this data source option as explained below.

  • Database Info: This button will simply show information about the currently selected database, including its file location.

  • Use this data source in Reporting4Act!: This option allows you to set which databases in the list are "active" in Reporting4Act!. If you turn off this checkbox, then the selected database will no longer be available for reporting in Reporting4Act!. However, it will still be included in this database list on Reporting4Act!'s Setup and Options screen. To make the database available in Reporting4Act! again, you can simply recheck this option.

After you've closed this dialog, it doesn't normally come up again. If you need to change any settings, see the Configuring Reporting4Act! help topic. If you want to force the dialog to appear again, add an Other section to SFQuery.ini and create an Action entry under that section with a value of Setup. For example:

[Other]
Action=Setup