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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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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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- In the Aptify Directory field, enter the valid Aptify installation directory path where your Aptify Desktop client is installed.
- 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.
- Click Next.
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as described in Installing the Aptify CM Tool:
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- 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.
- You must have one or more Application Servers to use Aptify Scheduled Tasks.
- Open the Scheduled Tasks service under the Process Pipeline application.
- Search for and open the Update Prospect List for Multiple Campaign scheduled task'.
- 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.
- Specify the Application Server that will execute this task.
- 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.
- See the Aptify 5.5 Application Server Guide Creating a Scheduled Task for more information.
- Select the Is Enabled option.
- Modify the Frequency, Dates, and Start Time as needed.
- Save the Scheduled Task.
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