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• Prerequisites 
• Installing the Aptify Configuration Migration CM Tool
• Unpacking the Informz Integration CM Pack
• Verifying the Unpacked Items
• Creating a Scheduled Task to Automate Updating the Prospect List

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• Aptify 5.5.2 with the Aptify web interface. See System Requirements for the Aptify Web Interface for more information.
• All the requirements for Aptify 5.5.2. See System Requirements for Aptify 5.5.2 for more information.

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Installing the Aptify

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CM Tool

Perform the following tasks before installing Install the Aptify Configuration Migration (CM) Tool on the server where the Aptify Desktop client is also installed:

• Verify that the user has sufficient rights on the destination folder.
• Verify that the setup files are NOT read-only.
• Verify that the Aptify installation directory where the CM Tool is to be installed is NOT read-only.

Perform the following steps to install the CM Tool.

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1. In the Aptify Directory field, enter the valid Aptify installation directory path where your Aptify Desktop client is installed.
2. In the Shortcut Name field, enter a shortcut name for the application. This name is used to create a Windows Desktop shortcut for this application. The name should be unique, as if the name already exits, the setup program will not be able to create the Windows Desktop shortcut.
3. Click Next.
    

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as described in Installing the Aptify CM Tool:

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Unpacking the Informz Integration CM Pack

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1. Copy and paste the InformzPack.cmpack file to the computer where you have installed the Aptify CM Tool. 

2. In the Windows Desktop, click the CM Tool icon to launch the Aptify CM Tool.
   
   

   Note
   Ensure that the user running the Aptify CM Tool has the permission to create/update entities. A system administrator level user is required for such a task.

   
   
   

3. In the Configuration Migration Utility screen, select the Open Configuration for Unpacking option and click OK.
4. In the Pack Path field of the Folder Selection section, enter the path for Informz integration Pack (InformzPack.cmpack) and click the UnPack button.
   
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5. If the CM Tool displays notifications about the difference in version and some validation failures, ignore these and continue unpacking.
6. When the Completion Message is displayed, the CM Tool has completed unpacking the Informz Integration Pack.
7. Click OK to close the completion message. Aptify should now have all of the components required for the Informz integration. 
8. To verify that all of the components required for Informz Integration are present, see Verifying the Unpacked Items.

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1. Confirm that you have an Application Server configured and functional on your network.
   • You must have one or more Application Servers to use Aptify Scheduled Tasks.
      
2. Open the Scheduled Tasks service under the Process Pipeline application.
3. Search for and open the Update Prospect List for Multiple Campaign scheduled task'.
4. Open the Remote Scheduler service.
   • After saving the record, the Application Server will change the service to Windows Scheduler automatically and set up a Windows Task for this item.
   • If you are running the Aptify Desktop client on the Application Server directly, you can set the service to Windows Scheduler directly.
      
5. Specify the Application Server that will execute this task.
6. Specify the Job Account Name and Password for the account that will execute this task on the Application Server.
   • See the Aptify 5.5 Application Server Guide Creating a Scheduled Task for more information.
      
7. Select the Is Enabled option.
8. Modify the Frequency, Dates, and Start Time as needed.
9. Save the Scheduled Task.
   
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 By following these steps, all the required components for Informz are now in place and it is configured to update the prospect list automatically based on the scheduled task frequency.