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Sybase Desktop User Manual

Ianywhere desktop user guide
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Desktop User Guide
Pylon Conduit and Pylon Pro
Version 5.4.1

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Summary of Contents for Sybase Desktop

  • Page 1 Desktop User Guide Pylon Conduit and Pylon Pro Version 5.4.1...
  • Page 2 Replication Server, Replication Server Manager, RFID Anywhere, SQL Anywhere, SQL Anywhere Studio, SQL Remote, SQL Server, Sybase Central, Transact-SQL, UltraLite, UltraLite.NET, Watcom, Watcom SQL, Watcom SQL Server, XcelleNet (and design) are trademarks of Sybase, Inc. or its subsidiaries. All other trademarks are property of their respective owners.

  • Page 3: Table Of Contents

    Lotus Notes/Domino Server requirements ....30 Desktop computer requirements ......30 Mobile device requirements .
  • Page 4 Roadmap to Pylon configuration instructions ....58 Accessing Pylon on your desktop computer..... .60 Opening the Pylon Configuration Database.
  • Page 5 Enabling the additional database or view with initial sync Action of “Desktop overwrites handheld” ..... . . 94 Syncing your device ....... . . 95 Changing the sync Action on the additional database or view .
  • Page 6 Table of Contents CHAPTER 8. Working with custom databases on a Pocket PC OS device ........147 Overview .
  • Page 7 Default field mappings........217 Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4/ 7...
  • Page 8 Table of Contents 8 / iAnywhere Solutions, Inc.

  • Page 9: List Of Tables

    Other problems with syncing ..... 186 Problems accessing your configuration document..189 Problems using Pylon with M-Business Anywhere client. . . 190 Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 9...
  • Page 10 List of Tables 10 / iAnywhere Solutions, Inc.

  • Page 11: List Of Figures

    Address Book-specific filter settings....85 To Do List-specific filter settings ....86 Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 11...
  • Page 12 List of Figures Figure 5-8 Figure 5-9 Figure 6-1 Figure 6-2 Figure 6-3 Figure 6-4 Figure 7-1 Figure 7-2 Figure 7-3 Figure 7-4 Figure 7-5 Figure 7-6 Figure 7-7 Figure 8-1 Figure 8-2 Figure 8-3 Figure 8-4 Figure 8-5 Figure 8-6 Figure 8-7 Figure 8-8 Figure 9-1...
  • Page 13 Creating a lookup field ......211 Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4/ 13...
  • Page 14 List of Figures 14 / iAnywhere Solutions, Inc.

  • Page 15: Before You Begin

    Before you begin “About this guide” (page 17)

  • Page 17: Chapter 1. About This Guide

    About this guide CHAPTER 1. “Focus of this guide” (page 18) “How this guide is organized” (page 19) “Conventions” (page 20) “Related publications” (page 21) “Contacting iAnywhere Solutions” (page 22)

  • Page 18: Focus Of This Guide

    Chapter 3, “Installing” (page 35). The chapter on installing contains important information necessary to get Pylon software running successfully on both your desktop computer and your mobile device. You can access this guide from the web or, after installing Pylon, from your desktop: Web —...

  • Page 19: How This Guide Is Organized

    “Syncing custom databases (Pylon Pro only)” (page 131) addresses Pylon Pro users only. In general, desktop operations for Pylon are the same for both Palm OS and Pocket PC OS, so desktop topics address both types of users. Any differences between Pylon desktop operations for Palm OS and Pocket PC OS are clearly noted within the instructions.

  • Page 20: Conventions

    Chapter 1 Conventions Text conventions The following table lists the text formatting conventions used throughout this guide. Table 1-1 Formatting conventions Name of publication User interface items: buttons, links, keywords Multi-level menu selections Text you type in Text displayed in a file or on the screen Variables Keyboard command...

  • Page 21: Related Publications

    If you have a question about your Pylon license, you may submit it directly at: http://www.ianywhere.com/support/pylon/license_questions.html Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 21 About this guide...

  • Page 22: Contacting Ianywhere Solutions

    Named Contact. When you purchase an iAnywhere product, a Sybase Technical Support Contact Form will automatically be emailed to you within 7-10 days. If your company should need to add another Named Contact, or change the one initially registered, call the Technical Support 800-number and request a Sybase Technical Support Contact Change Form.

  • Page 23: Application Development - Customizing Ianywhere Software

    We would like to receive your opinions, suggestions, and feedback on this documentation. Although we do not reply to individual emails, we read all suggestions with interest and attempt to incorporate them in future releases. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 23...
  • Page 24 Chapter 1 24 / iAnywhere Solutions, Inc.

  • Page 25: Getting Started

    Getting started “Introduction” (page 27) “Installing” (page 35)

  • Page 27: Chapter 2. Introduction

    Introduction CHAPTER 2. “About Pylon Conduit and Pylon Pro” (page 28) “System requirements” (page 30)

  • Page 28: About Pylon Conduit And Pylon Pro

    Pylon knowing that your personal information is secure — both Pylon Conduit and Pylon Pro maintain the Lotus Notes security model. Components of Pylon Pylon consists of software for your desktop computer and for your mobile device. Pylon on your desktop computer...
  • Page 29 Lotus Notes, such as unread mail or new appointments, to your device. Pylon also moves information from your device, such as replies to mail or new contacts, to Lotus Notes. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 29...

  • Page 30: System Requirements

    Microsoft ActiveSync 4.0 or later for Windows Mobile 5 Microsoft ActiveSync 3.1 or later for other Pocket PC versions Palm OS Only Palm Desktop version 4.0 or later Mobile device requirements Pocket PC OS and Palm OS details For the most current information about mobile devices and operating systems that Pylon supports, see the Pylon Supported Platforms page: http://www.ianywhere.com/developer/technotes/...
  • Page 31 Documents to Go product. If you have already purchased the Inbox to Go product, make sure you install only the DataViz components for Word and Excel documents. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 31 Introduction...

  • Page 32: Overview Of Lotus Notes Applications In Pylon

    Mail stored in your Mail (Palm OS) or Inbox (Pocket PC OS) application on your device prior to installing Pylon will not be transferred to the Lotus Notes Mail application on your desktop. Using Pylon, you can choose what you will sync, including:...

  • Page 33: Address Book Overview

    All entries in your Lotus Notes To Do Entries in your Lotus Notes To Do from any specified time frame Another Lotus Notes To Do List, either yours or someone else’s Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 33 Introduction...

  • Page 34: Memo Pad (Palm Only) Overview

    You also can decide not to sync your Memo Pad. Expense (Palm only) overview Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can create a Lotus Notes Expense database on your Desktop and synchronize it with the native Expense application on your Palm OS device.

  • Page 35: Chapter 3. Installing

    Installing CHAPTER 3. “Overview” (page 36) “Before you install” (page 37) “Installing Pylon” (page 39) “Configuring Pylon” (page 48) “Modifying your Pylon installation” (page 49) “Repairing your Pylon installation” (page 51) “Uninstalling Pylon” (page 52)

  • Page 36: Overview

    Read the section in this guide entitled, “Before you install” (page 37). Follow any relevant instructions in that section to ensure that your desktop computer and mobile device environments are set up properly for the installation. Run the installer executable to install the software on both your computer and your device.

  • Page 37: Before You Install

    Pylon. Uninstall other versions of Pylon The current release of Pylon cannot be run on the same desktop with an earlier version of Pylon software. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 37...

  • Page 38: Uninstall Or Disable Other Pim Conduits

    Only after establishing a partnership will you be able to sync your device with your computer. If you have been syncing your device with your desktop, you have been using ActiveSync and have established a partnership. If you need instructions on how to establish a partnership with ActiveSync, see Microsoft's documentation.

  • Page 39: Installing Pylon

    Click Yes to uninstall, then double- click the installer file again to restart the installation process. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 39 Installing...

  • Page 40: Figure 3-1 Pylon Installer Welcome Panel

    Chapter 3 The Pylon installer Welcome panel appears. Figure 3-1 Pylon installer Welcome panel Note If you have forgotten to close Lotus Notes, you will see the Close Down Lotus Notes dialog box instead of the Welcome panel. To solve this problem, close Lotus Notes, then return to the installer and click Yes to proceed with installation.

  • Page 41: Figure 3-2 Pylon Installer License Agreement Panel

    5. Read the license agreement, then click Yes to accept the agreement and continue with the installation. The installer Select Lotus Notes Installation panel appears. Figure 3-3 Pylon installer Select Lotus Notes Installation panel Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 41 Installing...
  • Page 42 Chapter 3 6. Select the Lotus Notes Installation that you want Pylon to use. Select one of the Lotus Notes Installations listed and click Next to continue with the installer License Key Information panel, in step 7 below. Select Custom Notes Installation if you have a non-standard configuration of Lotus Notes.

  • Page 43: Figure 3-4 Pylon Installer Select Internet Security Option Panel

    Devices (for Pocket PC OS devices). Continue with step 10 below. Custom — allows you to specify which Pylon conduits are installed. Click Next to display the installer Custom Pylon Setup panel. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 43 Installing...

  • Page 44: Figure 3-5 Pylon Installer Custom Pylon Setup Panel

    Chapter 3 Figure 3-5 Pylon installer Custom Pylon Setup panel Deselect any Pylon conduits that you do not wish to install and click Next to continue. Note If you are installing with a Pylon Conduit license, the “Pylon Pro (custom databases)” option does not appear in this panel. 10.

  • Page 45: Figure 3-6 Pylon Installer Select Palm Users Panel

    11 below. If you are installing for a Pocket PC OS device the Select Additional CE Devices panel, in place of the Select Palm Users panel. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 45 Installing...

  • Page 46: Figure 3-7 Pylon Installer Select Additional Ce Devices Panel

    Chapter 3 Figure 3-7 Pylon installer Select Additional CE Devices panel Select one or more CE devices that you want to enable, then click Next to display the installer Choose Destination Location panel. 11. On the Choose Destination Location panel, specify the installation directory for Pylon.
  • Page 47 You may need to run it again to modify or repair your Pylon installation. See “Modifying your Pylon installation” (page 49) and “Repairing your Pylon installation” (page 51). Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 47 Installing...

  • Page 48: Configuring Pylon

    Chapter 3 Configuring Pylon After installation, you can move on to configuring Pylon to work for your specific mobile needs. Unless you specified during installation that you did not want all Pylon conduits installed, Pylon is configured by default to sync your Mail, Calendar, Address Book, To Do, Memo Pad (Palm OS only), and Expense (Palm OS only).

  • Page 49: Modifying Your Pylon Installation

    After syncing, leave your device in its cradle. 2. Close Lotus Notes. 3. Double-click the installer file pylondesktopPocket PC.exe or pylondesktop- palm.exe. The Pylon installer Welcome panel for a maintenance install appears. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 49 Installing...

  • Page 50: Figure 3-8 Pylon Installer Welcome Panel For Maintenance Install

    Chapter 3 Figure 3-8 Pylon installer Welcome panel for maintenance install 4. Select Modify and click Next. You are prompted to confirm that you want to modify your Notes installation settings. 5. Click Yes to confirm your intent. The Pylon installer takes you through the same series of panels that you filled in during the previous install, with the values you specified then used as the defaults now.

  • Page 51: Repairing Your Pylon Installation

    4. Select Repair and click Next. The Pylon installer Setup Status indicates the percentage progress. When it is complete, the Pylon installer Maintenance Complete panel is displayed. 5. Click Finish. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 51 Installing...

  • Page 52: Uninstalling Pylon

    Pylon conduits. These disabled Palm conduits will not be re-enabled when you uninstall Pylon; you will have to re-install the Palm Desktop software in order to re-enable any of them that you wish to use. Uninstalling version 5.4.1 for Pocket PC OS or Palm OS Follow these instructions to remove both Pylon Conduit and Pylon Pro for either Pocket PC or Palm OS.
  • Page 53 If you are not upgrading Pylon and want use Palm Desktop instead, you will need to reinstall your Palm Desktop software at this time. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 53 Installing...

  • Page 54: Uninstalling From Your Mobile Device

    Chapter 3 Uninstalling from your mobile device To complete the uninstall procedure, delete all Pylon files from the device. Uninstalling from a Pocket PC OS device To uninstall from a Pocket PC OS device: 1. Remove your device from its cradle. 2.

  • Page 55: Syncing Lotus Notes Pim Applications

    Syncing Lotus Notes PIM applications “Configuring basic PIM sync settings” (page 57) “Customizing Pylon” (page 71) “Accessing PIM applications on your device” (page 97)

  • Page 57: Chapter 4. Configuring Basic Pim Sync Settings

    CHAPTER 4. sync settings “Overview of configuration tasks and documentation” (page 58) “Accessing Pylon on your desktop computer” (page 60) “Disabling or enabling a PIM application” (page 64) “Setting the sync Action” (page 65) “Choosing a sync filter” (page 67)

  • Page 58: Overview Of Configuration Tasks And Documentation

    Lotus Notes PIM applications on your device. Tip: If you are upgrading from an earlier version of Pylon, and do not want to the sync Action for all your applications to be Desktop overwrites handheld: - Reopen the Pylon Configuration database in Notes...
  • Page 59 If you have Pylon Pro and need to sync custom databases, instructions are provided in the three chapters in the section titled, “Syncing custom databases (Pylon Pro only)” (page 131), Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 59...

  • Page 60: Accessing Pylon On Your Desktop Computer

    Chapter 4 Accessing Pylon on your desktop computer Access the Pylon Lotus Notes database in Lotus Notes to configure your sync options for Lotus Notes PIM applications (Pylon Conduit and Pylon Pro) and Lotus Notes custom databases (Pylon Pro only). The name of the Pylon Lotus Notes database is the Pylon Configuration Database (pyloncfg.nsf).

  • Page 61: Opening Your Pylon Configuration Document

    Click Trust Signer to close the boxes. You only have to perform this action once (for each box). For more information about these Configuring basic PIM sync settings Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 61...

  • Page 62: Figure 4-3 Your Pylon Configuration Document

    Chapter 4 dialog boxes, see “Troubleshooting: Accessing Pylon Configuration document” (page 189). Your configuration document appears. You configure Pylon in this document. Figure 4-3 Your Pylon configuration document Note The above screen shows a Pylon Pro installation for a Palm device, with all applications, Advanced Options, and Additional Databases enabled.
  • Page 63 Mail Calendar Date Book Contacts Address Tasks To Do List (not available) Expense (not available) Memo Pad Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 63 Newer Palm OS devices* Mail Calendar Contacts Tasks Expense Memo...

  • Page 64: Disabling Or Enabling A Pim Application

    Disabling or enabling a PIM application To enable or disable a PIM application conduit in Pylon: 1. Open the Pylon Configuration Database. For instructions, see “Accessing Pylon on your desktop computer” (page 60). 2. In the navigation pane, click Configurations, then click Edit Configuration.

  • Page 65: Setting The Sync Action

    Synchronize the files or Desktop overwrites handheld before syncing again. When you want to temporarily disable syncing individual applica- tions. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 65 Use When...

  • Page 66: Figure 4-4 Select Keywords Panel

    Chapter 4 If you are upgrading from an earlier version of Pylon, to avoid unwanted duplicate entries, set the sync Action to Desktop overwrites handheld for your first sync after upgrading. Then, after syncing, set the sync Action to the permanent setting you want for each application.

  • Page 67: Choosing A Sync Filter

    Address Book and Pocket PC or Palm OS device Address Book application — assign- ing the personal address as the primary address and mapping the business address to a custom field. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 67...
  • Page 68 (page 74). To select a sync filter for a PIM application: 1. Open the Pylon Configuration Database. For instructions, see “Accessing Pylon on your desktop computer” (page 60). 2. In the navigation pane, click Configurations, then click Edit Configuration.
  • Page 69 The panel closes and you return to your configuration document. 7. Click Save and Close to save your changes and exit your configura- tion document, or continue making changes. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 69 Configuring basic PIM sync settings...
  • Page 70 Chapter 4 70 / iAnywhere Solutions, Inc.

  • Page 71: Chapter 5. Customizing Pylon

    “Creating a new filter for the additional database or view” (page 93) “Enabling the additional database or view with initial sync Action of “Desktop overwrites handheld”” (page 94) “Syncing your device” (page 95) “Changing the sync Action on the additional database or view”...

  • Page 72: Making A Copy Of A Sync Filter

    To make a copy of a sync filter for a PIM application: 1. Open the Pylon Configuration Database. For instructions, see “Accessing Pylon on your desktop computer” (page 60). 2. In the Navigation pane, click Filters. A list of all available filters appears in the View pane.
  • Page 73 “Customizing a sync filter” (page 74). To use the copy of the sync filter with an additional databases for the same application. see “Syncing additional application databases or views” (page 91). Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 73...

  • Page 74: Customizing A Sync Filter

    Caution After customizing a sync filter, if the sync Action for the application using the filter has is not already set to Desktop overwrites handheld, set the sync Action to Desktop overwrites handheld for the first sync after making the changes, then set the sync Action back to what it was before you customized the filter.

  • Page 75: Making Changes To Custom Field Mapping

    In the Custom Field Mapping section of a filter configuration document, the names on the left are the device field names. The default Lotus Notes field name mapped is not displayed. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 75 Customizing Pylon...

  • Page 76: Making Generic Changes To A Sync Filter

    Action is not “Desktop overwrited handheld” you already have application data on your device...

  • Page 77: Figure 5-3 Generic Filter Settings, Shown On My Inbox Mail Filter

    My Inbox Mail filter” (page 77). Caution Do not change the filter’s: App — if you need a filter for a different application, select or copy Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 77 Customizing Pylon...
  • Page 78 Chapter 5 one from the list of available filters; see“Customizing a sync filter” (page 74). Title, if the filter is already in use by an application. Caution Do change the filter’s Title, if f this filter is a copy you have made. When you copy a filter, the copy has the same name in Filter View until you change the Title.
  • Page 79 Category Sync: Categories are a Lotus Notes feature that can be used with Pylon to simulate multiple folders or multiple databases within a single device application. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 79 Customizing Pylon...
  • Page 80 Chapter 5 Note Category Sync is not used with the Calendar application on Palm. In versions of Palm OS before 5.2, Pylon uses PylonSelect instead of categories for multiple Calendars. In Palm OS 5.2 and later, Pylon only supports syncing of one Calendar database. Pylon only supports syncing a single To Do database on all versions of Palm OS.

  • Page 81: Making Mail-Specific Changes To A Sync Filter

    (page 76). Mail Configuration section 2. Make changes as necessary to the Mail Configuration section, which contains these mail-specific fields. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 81 Customizing Pylon...
  • Page 82 Chapter 5 Send mail first: Check to have Pylon send any Mail drafts before it syncs your Lotus Notes Mail with your device Inbox. Sync only unread: Check to have Pylon sync only the unread Mail in your Lotus Notes Mail application. Read all the notes and cautions that follow below before finalizing your Attachment types to sync settings.

  • Page 83: Making Calendar-Specific Changes To A Sync Filter

    Making Calendar-specific changes to a sync filter In addition to the Custom Field Mapping section, Calendar filters have a Calendar Configuration section that is specific to the Calendar application. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 83 Customizing Pylon...

  • Page 84: Figure 5-5 Calendar-Specific Filter Settings

    Chapter 5 Figure 5-5 Calendar-specific filter settings 1. Display the filter configuration document for the Calendar filter you wish to modify. Detailed instructions are provided in the first few steps in “Making generic changes to a sync filter” (page 76). Calendar Configuration section 2.

  • Page 85: Making Address Book-Specific Changes To A Sync Filter

    1. Display the filter configuration document for the Address Book fil- ter you wish to modify. Detailed instructions are provided in the first few steps in “Making generic changes to a sync filter” (page 76). Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 85 Customizing Pylon...

  • Page 86: Making To Do List-Specific Changes To A Sync Filter

    Chapter 5 2. Double-click Fully Defined Options. The filter configuration document changes to edit mode. The filter configuration document becomes a full options filter template. Any configuration document for an Address Book filter has the same general layout. The default settings for the My Personal Address Book filter are shown in Figure 5-6, “Address Book-specific filter settings”...
  • Page 87 Continue with “Accessing Pylon on your Pocket PC OS device” (page 98) or “Accessing Pylon on your Palm OS device” (page 112). Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 87 Customizing Pylon...

  • Page 88: Making Memo Pad-Specific Changes To A Sync Filter

    Chapter 5 Making Memo Pad-specific changes to a sync filter In addition to the Custom Field Mapping section, Memo Pad filters have a Memo Pad Configuration section that is specific to the Memo Pad application. Figure 5-8 Memo Pad-specific filter settings 1.

  • Page 89: Making Expense-Specific Changes To A Sync Filter (Palm Only)

    See “Making changes to Custom Field Mapping” (page 75) for an explanation of this advanced feature. Note The next step is very important to be sure that all of your changes are recognized. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 89 Customizing Pylon...
  • Page 90 Chapter 5 3. Click Save Filter. Pylon saves your changes. The change to your sync options will occur the next time you sync your device. Continue with “Accessing Pylon on your Pocket PC OS device” (page 98) or “Accessing Pylon on your Palm OS device” (page 112). 90 / iAnywhere Solutions, Inc.

  • Page 91: Syncing Additional Application Databases Or Views

    Pylon Conduit and Pylon Pro support additional application databases for most applications. The additional databases or views may be ones you have set up for yourself on your desktop, or they may belong to another Notes user who has delegated administrative access rights to you.

  • Page 92: Making Sure The First Database Or View Has A Unique Category Sync Name In Its Filter

    Note For Calendar on Pocket PC only, if you have the sync Action set to Desktop overwrites handheld, you should leave the Category Sync name blank for the first Calendar database. This is the only way to ensure that all Calendar records are deleted on the device before the the database is overwritten by the current Lotus Notes Calendar records.

  • Page 93: Creating A New Filter For The Additional Database Or View

    Note You can leave the Category Sync field empty, and let Pylon generate a unique name. The name that Pylon generates for the first Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 93 Customizing Pylon...

  • Page 94: Enabling The Additional Database Or View With Initial Sync Action Of "Desktop Overwrites Handheld

    “Mgr Calendar.” 6. Click Save Filter to save the changes you have made. Enabling the additional database or view with initial sync Action of “Desktop overwrites handheld” 1. Open the Pylon Configuration Database. For instructions, see “Opening the Pylon Configuration Database”...

  • Page 95: Syncing Your Device

    Desktop Overwrites to Synchronize the Files. 4. Click Save and Close to save your changes and exit the Pylon Con- figuration document. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 95 Customizing Pylon...
  • Page 96 Chapter 5 96 / iAnywhere Solutions, Inc.

  • Page 97: Chapter 6. Accessing Pim Applications On Your Device

    Accessing PIM CHAPTER 6. applications on your device “Accessing Pylon on your Pocket PC OS device” (page 98) “Accessing Pylon on your Palm OS device” (page 112) “Syncing your Windows Mobile 5 device” (page 98) “Syncing other Pocket PC OS devices not running Windows Mobile 5”...

  • Page 98: Accessing Pylon On Your Pocket Pc Os Device

    Pylon icon in the system tray instead of ActiveSync. To access Pylon on your Windows Mobile 5 device by syncing manually: 1. On your desktop computer, right-click the Pylon icon in the system tray — lower right corner of icons shown below: A shortcut menu is displayed.

  • Page 99: Figure 6-1 Activesync Options Dialog Box

    When ActiveSync has completed the sync, you will see confirmation that Pylon successfully synced. Figure 6-2 Confirmation of a successful Pylon sync Accessing PIM applications on your device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 99...

  • Page 100: Using Mail On Pocket Pc Os

    Chapter 6 If your sync is not successful and you receive an error message, it is most likely the fault of a licensing mismatch. For instructions on how to solve this problem, see “Troubleshooting: Syncing” (page 184). Using Mail on Pocket PC OS 1.

  • Page 101: Using Calendar On Pocket Pc Os

    Reminder or an All Day Event on device will not sync back to Lous Notes; Notes does not support Invitees on Reminders or All Day Events. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 101 device...
  • Page 102 Chapter 6 Lotus Notes Item Required (to) Optional (cc) FYI (bcc) Chair Location Rooms 102 / iAnywhere Solutions, Inc. Pocket PC Different representation on Pocket PC OS item Attendees Stored in on-device Attendees field. Required vs. Optional vs. FYI Invitees are not distinguished on device.
  • Page 103 From device to Lotus Notes, all the infor- mation in the on-device Notes field goes into the Lotus Notes Description field. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 103 Accessing PIM applications on your device Different representation on Pocket PC OS...
  • Page 104 Non-repeating All Day Events are not truncated; they are passed to Notes as — GMT not supported on device; all times from Lotus Notes convert to local time on device based on desktop’s timezone set- ting. Event Types Appointment Appointment with no Attendees...
  • Page 105 If you have the Calendar sync Action set to “Desktop overwrites handheld” or “Do Nothing,” you can skip this section. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 105 Accessing PIM applications on your device Different representation on Pocket PC OS...
  • Page 106 Chapter 6 Here are some tips for creating or changing Calendar events on your Pocket PC OS device so that they sync back to your desktop as smoothly as possible: To create a Lotus Notes All Day Event, create an Appointment and set Type to All Day.

  • Page 107: Using Address Book On Pocket Pc Os

    For instructions on how to configure Pylon to sync additional Address Books, see “Syncing additional application databases or views” (page 91). Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 107 Accessing PIM applications on your device...

  • Page 108: Using To Do List On Pocket Pc Os

    Tasks. See Table 4-1, “Application names on different device platforms,” on page 63. Working with To Do items on your desktop and on your device Because of inherent differences in the way To Do items are handled in Lotus Notes vs. your Pocket PC To Do application, the To Do information is often represented differently on the two platforms.
  • Page 109 (No difference from Lotus Notes) <1st, 2nd... last> <day> of every <num- ber> month(s) Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 109 Accessing PIM applications on your device Different representation on Pocket PC OS device...
  • Page 110 Chapter 6 Lotus Notes Item Yearly Custom Exceptions for weekends maximum number of repetitions 110 / iAnywhere Solutions, Inc. Pocket PC Different representation on Pocket PC OS item Yearly; Every (No difference from Lotus Notes) <month> <date> -or- Yearly; The <1st, 2nd...
  • Page 111 To Do List you wish to view. The To Do List items from the additional To Do List appear. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 111 Accessing PIM applications on your device...

  • Page 112: Accessing Pylon On Your Palm Os Device

    Chapter 6 Accessing Pylon on your Palm OS device Syncing your Palm OS device To access Pylon on your Palm OS device: 1. Verify that your applications are enabled in the Pylon Configuration Database. For instructions, see “Disabling or enabling a PIM applica- tion”...
  • Page 113 The folder you are viewing on your Palm device determines the Notes Mail database to which replies and new messages created on the device will sync. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 113...

  • Page 114: Using Calendar On Palm Os

    Table 4-1, “Application names on different device platforms,” on page 63. Working with Calendar events on your desktop and on your device Because of inherent differences in the way Calendar events are handled in Lotus Notes vs. your Palm Calendar application, the Calendar information may be represented differently on the two platforms.
  • Page 115 Notes in the first sync only, but no informa- tion about resources syncs to the Resources field. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 115 Accessing PIM applications on your device Different representation on Palm OS device...
  • Page 116 Chapter 6 Lotus Notes Item FYI (bcc) Chair Location Rooms Resources 116 / iAnywhere Solutions, Inc. Calendar item Different representation on Palm OS device Note Stored in on-device Note field.* Required vs. Optional vs. FYI Invitees are not distin- guished on device. Note Stored in on-device Note field* if, on your Calendar filter, you select the View Chair-...
  • Page 117 Event Types Appointment event Event with Start Time and End Time that are different. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 117 Accessing PIM applications on your device Different representation on Palm OS device...
  • Page 118 Chapter 6 Lotus Notes Item Meeting All Day Event Reminder Anniversary Repeats Daily Weekly Monthly by Date Monthly by Yearly 118 / iAnywhere Solutions, Inc. Calendar item Different representation on Palm OS device event Event with attendees listed in on-device Notes field.* event Event with No Time specified.
  • Page 119 Palm Calendar does not. Here are some tips for creating or changing Calendar events on your Palm OS device so that they sync back to your desktop as smoothly as possible: To create a Lotus Notes All Day Event, create an event and tap the No Time option.
  • Page 120 Alarms (Notify me in Lotus Notes, Alarm on the Palm OS device) take precedence, regardless of your setting for Conflict Resolution. In other words, if an alarm is set on either the desktop end or the mobile device end, syncing will always cause that alarm to be added to the event on the other end.
  • Page 121 Other entries that should not be duplicated may be — you will have to manually locate and reconcile these. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 121 Accessing PIM applications on your device...
  • Page 122 Chapter 6 Accessing your Calendar on Palm To access your Calendar on your Palm OS device: 1. Verify that the Calendar application is enabled in the Pylon Config- uration Database. For instructions, see “Disabling or enabling a PIM application” (page 64). 2.

  • Page 123: Figure 6-3 Pylon Select Icon On The Applications Screen

    Date Book to display the currently selected database. Press the hard button again to return to Pylon Select. Use the Accessing PIM applications on your device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 123...
  • Page 124 Chapter 6 Palm up and down buttons to quickly choose the next database, and then hit the hard button to view it. 124 / iAnywhere Solutions, Inc.

  • Page 125: Using Address Book On Palm Os

    3. Tap the Categories drop down list and select the category you are using to map the additional Address Book you wish to view. The entries from the additional Address Book appear. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 125 Accessing PIM applications on your device...

  • Page 126: Using To Do List On Palm Os

    Tasks. See Table 4-1, “Application names on different device platforms,” on page 63. Working with To Do List on your desktop and on your device Because of inherent differences in the way To Do items are handled in Lotus Notes vs. your Palm To Do application, the To Do items may be represented differently on the two platforms.
  • Page 127 (No difference from Lotus Notes) <number> Months(s), Repeat by Date Month; Every (No difference from Lotus Notes) <number> Months(s), Repeat by Yearly (No difference from Lotus Notes) Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 127...
  • Page 128 Chapter 6 Lotus Notes Item Custom Exceptions for weekends maximum number of repetitions * This table applies only to newer Palm OS devices (palmOne devices with Palm OS 5.2.1 or later). On older Palm OS devices, all Lotus Notes repeating tasks sync to device as Custom repeats. 128 / iAnywhere Solutions, Inc.

  • Page 129: Using Memo Pad On Palm Os

    3. Tap the Categories drop down list and select the category you are using to map the additional Memo Pad you wish to view. The entries from the additional Memo Pad appear. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 129 Accessing PIM applications on your device...

  • Page 130: Using Expense On Palm Os

    Chapter 6 Using Expense on Palm OS 1. Sync your device. For instructions, see “Syncing your Palm OS device” (page 112). 2. Tap the Applications silk screen button on your device. 3. Tap the Expense icon. Accessing additional Expense databases on Palm OS When you sync multiple Expense databases using Pylon Conduit, you define an on-device category for each additional database.

  • Page 131: Syncing Custom Databases (Pylon Pro Only)

    Syncing custom databases (Pylon Pro only) “Syncing custom databases” (page 133) “Working with custom databases on a Palm OS device” (page 159) “Working with custom databases on a Pocket PC OS device” (page 147)

  • Page 133: Chapter 7. Syncing Custom Databases

    Syncing custom CHAPTER 7. databases “Overview” (page 134) “Creating a Pylon Pro filter to sync a custom database” (page 135) “Enabling or disabling Pylon Pro” (page 139) “Selecting a Pylon Pro sync filter” (page 140) “Setting sync action” (page 141) “Making changes to a Pylon Pro sync filter”...

  • Page 134: Overview

    Chapter 7 Overview Using Pylon Pro you can synchronize virtually any Lotus Notes custom database to your Palm OS or Pocket PC OS device. You also can modify database entries on your device. Using Pylon Pro, you can choose what you will sync, including: Up to 20 Lotus Notes custom databases or custom database Views Lotus Notes custom databases that you have created yourself specifically for use on your mobile device...

  • Page 135: Creating A Pylon Pro Filter To Sync A Custom Database

    If you install Pylon for Pocket PC, the “Date Book” entry is labeled “Calendar.” 3. In the Lotus Notes toolbar, click Create Filter. The filter configuration document appears. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 135 Syncing custom databases...

  • Page 136: Figure 7-2 Filter Configuration Document

    Server: Click the drop-down arrow to display a Keyword list of known servers. Select Local if you are syncing to a Lotus Notes custom database on your desktop, or enter the name of the Lotus 136 / iAnywhere Solutions, Inc.
  • Page 137 Palm OS device to your desktop. However, changes made to private records on the desktop still will still be updated to your Palm OS device. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 137 Syncing custom databases...

  • Page 138: Figure 7-3 Pylon Pro Filter Custom Mapping Options

    9. Under Pylon Pro Configuration, enter an on-device title for the database. If you leave this field blank, the on-device database name will be the same as the database name on the desktop by default. 10. Make changes as necessary to the Custom Field Mapping section, which contains these Lotus Notes database-specific fields.

  • Page 139: Enabling Or Disabling Pylon Pro

    5. Click Save and Close to save your changes and exit your configura- tion document, or continue making changes to your Pylon Pro sync options by “Selecting a Pylon Pro sync filter” (page 140). Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 139 Syncing custom databases...

  • Page 140: Selecting A Pylon Pro Sync Filter

    To select a Pylon Pro sync filter: 1. Open the Pylon Configuration Database. For instructions, see “Accessing Pylon on your desktop computer” (page 60). 2. In the navigation pane, click Configurations. 3. Select the user configuration you wish to edit, then click Edit Configuration.

  • Page 141: Setting Sync Action

    65. Note If you are syncing a custom database for the first time, set Desktop overwrites Handheld as the sync action for the initial sync. Change the sync action to back to Synchronize the files for two-way syncing in subsequent sync operations.

  • Page 142: Making Changes To A Pylon Pro Sync Filter

    To make changes to a Pylon Pro sync filter: 1. Open the Pylon Configuration Database. For instructions, see “Accessing Pylon on your desktop computer” (page 60). 2. In the Navigation pane, click Filters. A list of all available filters appears in the View pane.

  • Page 143: Figure 7-7 Pylon Pro Sample 1 Filter, Default Settings

    “Creating a Pylon Pro filter to sync a custom database” (page 135). 6. Click the Save Filter button to save your changes and return to the main Filters View. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 143 Syncing custom databases...

  • Page 144: Enabling Additional Databases

    Views. To enable additional databases: 1. Open the Pylon Configuration Database. For instructions, see “Accessing Pylon on your desktop computer” (page 60). 2. In the navigation pane, click Configurations. 3. Select the user configuration you wish to edit, then click Edit Configuration.

  • Page 145: De-Activating And Re-Activating A Custom Database

    To re-activate syncing a custom database, change the sync action setting for the database filter from Do Nothing to any of the other three available sync action settings. For instructions, see “Setting sync action” (page 141). Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 145...
  • Page 146 Chapter 7 146 / iAnywhere Solutions, Inc.

  • Page 147: Chapter 8. Working With Custom Databases On A Pocket Pc Os Device

    Working with custom CHAPTER 8. databases on a Pocket PC OS device “Overview” (page 148) “Installing custom databases on a Pocket PC OS device” (page 149) “Navigating custom databases on a Pocket PC OS Device” (page 150) “Making changes to custom databases on a Pocket PC OS device” (page 155)

  • Page 148: Overview

    Chapter 8 Overview Pylon Pro is a flexible database engine that takes on the look and feel of the custom Lotus Notes databases with which it is synchronized. Each custom database on your device represents only one View from the Lotus Notes custom database to which you are syncing.

  • Page 149: Installing Custom Databases On A Pocket Pc Os Device

    For more information about configuring conduits in the Pylon Configuration database, see “Syncing custom databases” (page 133). Working with custom databases on a Pocket PC OS device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 149...

  • Page 150: Navigating Custom Databases On A Pocket Pc Os Device

    Enabling the conduit means creating a filter that maps to a custom database, selecting the filter, and setting the synchronization action to Desktop overwrites Handheld. For more information about configuring the conduit in the Pylon Configuration database, see “Syncing custom databases”...

  • Page 151: Figure 8-2 Pylon Pro Database List View On Pocket Pc Os

    The database opens in record List View, with all individual database records listed. Figure 8-3 Custom database open in record List View Working with custom databases on a Pocket PC OS device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 151...

  • Page 152: Figure 8-4 Read View On A Pocket Pc Os Device

    Chapter 8 5. Scroll through the list of records manually using the scrollbar, or directional pad, or type in the Lookup field to navigate automati- cally to first Column 1 entries. For example, typing “r” in the Lookup field will scroll automatically to records whose Column 1 field entry begin with an “r.”...

  • Page 153: Changing Column Attributes

    3. Tap the drop-down for each column a select a field to map to. 4. Tap OK to save your changes and return to the List View. Working with custom databases on a Pocket PC OS device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 153...

  • Page 154: Resizing Columns

    Chapter 8 Resizing columns To resize columns in the List View of a database, tap and drag the edge of a column heading to the desired position. The default layout of a database in the Pylon Pro List View corresponds directly to the design of the Lotus Notes database View that it is based upon.

  • Page 155: Making Changes To Custom Databases On A Pocket Pc Os Device

    5. Tap Cancel to cancel your changes and return to the record in Edit View. 6. Tap Clear to erase the image. Working with custom databases on a Pocket PC OS device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 155...

  • Page 156: Working With Text

    Chapter 8 7. Tap OK when you are done editing the image. Your changes are saved and you are returned to the record in Edit View. Working with text Edit text fields using the virtual Keyboard and the editing functions accessible from the Edit menu.

  • Page 157: Figure 8-7 Date Field Calendar On A Pocket Pc Os Device

    The calendar closes, and the new date appears in the Date field. Working with custom databases on a Pocket PC OS device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 157...

  • Page 158: Deleting A Database

    Pocket PC OS device. Note Databases deleted on the device will not be deleted from the desktop. To delete a datbase from your Pocket PC OS device: 1. In Workspace View on your device, tap and hold on the database you wish to delete.

  • Page 159: Chapter 9. Working With Custom Databases On A Palm Os Device

    Working with custom CHAPTER 9. databases on a Palm OS device “Overview” (page 160) “Installing custom databases on a Palm OS device” (page 161) “Navigating custom databases on a Palm OS Device” (page 162) “Making changes to custom databases on a Palm OS device” (page 169)

  • Page 160: Overview

    Chapter 9 Overview Pylon Pro is a flexible database engine that takes on the look and feel of the custom Lotus Notes databases with which it is synchronized. Each custom database on your device represents only one View from the Lotus Notes custom database to which you are syncing.

  • Page 161: Installing Custom Databases On A Palm Os Device

    Palm OS device. For more information about configuring conduits in the Pylon Configuration database, see “Syncing custom databases” (page 133). Working with custom databases on a Palm OS device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 161...

  • Page 162: Navigating Custom Databases On A Palm Os Device

    Chapter 9 Navigating custom databases on a Palm OS Device Custom databases appear on your device after you configure the conduit and perform a Desktop overwrites Handheld sync. For instructions, see “Installing custom databases on a Palm OS device” (page 161).

  • Page 163: Navigating Custom Databases In The Pylon Pro Workspace

    Bytes used up by the database design and data. Delete the selected database from the Palm device memory. Working with custom databases on a Palm OS device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 163...

  • Page 164: Navigating Custom Databases In List View

    Chapter 9 Note This feature does not allow for archiving of data. Selecting this feature will delete the database and all data associated with it. Find out Pylon Pro product version information. Navigating custom databases in List View List View displays all of the individual records associated with a custom database on your Palm OS device.

  • Page 165: Figure 9-5 Pylon Pro Columns Dialog Box

    1. From the List View of a database, tap the Menu silk screen button. 2. Tap Options|Restore Defaults. Working with custom databases on a Palm OS device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 165...

  • Page 166: Navigating The Pylon Pro Read View

    Chapter 9 Using Categories Categories help to organize individual items into groups of items. Each record item in a database belongs to a category. Access this folder-like mechanism through the Categories pop-up list at the upper right-hand corner of the List View screen. To use Categories: 1.

  • Page 167: Navigating The Pylon Pro Edit View

    To access the Pylon Pro Edit View: 1. From the Read View of a database record, tap Edit. The Edit View screen appears. Working with custom databases on a Palm OS device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 167...

  • Page 168: Figure 9-7 Viewing Help For The User List Field

    Chapter 9 Viewing Built-in help for a field 1. From the Edit View of a database record, tap a field to highlight it. The Help description of the current field is displayed in the Help banner at the bottom of the Edit View screen. Figure 9-7 Viewing help for the User List field...

  • Page 169: Making Changes To Custom Databases On A Palm Os Device

    5. Select Save archive copy on PC if you want the item deleted from the Palm device to remain in the Lotus Notes database on the com- puter. 6. Tap OK. Working with custom databases on a Palm OS device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 169...

  • Page 170: Editing A Record

    Chapter 9 Editing a record 1. From the Read View of a database record, tap Edit. The item appears in the Edit View. 2. Make changes to the database record. 3. Tap Done. Working with notes The Note View is a text-only field attached to the current record item. It is like any other text field, but with a larger size limit.

  • Page 171: Working With Images

    1. From the Read View of a database record, tap the Menu silk screen button. 2. Tap Record|Delete Image... 3. Tap Yes when prompted. Working with custom databases on a Palm OS device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 171...

  • Page 172: Editing Record Fields

    Chapter 9 Editing record fields Editing text fields Edit text fields using Graffiti, the virtual Keyboard, and the Editing functions accessible from the Menu silk screen button. To edit text fields: 1. From the Edit View of a database record, place the Graffiti focus in the text field you wish to edit.

  • Page 173: Figure 9-12 Pylon Pro Entry Details Dialog Box

    Pylon Pro Entry Details dialog box 3. Select a Category from the Category drop-down list. 4. Click OK. Working with custom databases on a Palm OS device Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 173...

  • Page 174: Setting Global Preferences

    Chapter 9 Marking the record private If the Palm device Security application is configured to hide Private Records, enable this feature if you want to mark the record Private. 1. From the Edit View of a database record, tap the Menu silk screen button.

  • Page 175: Using The Palm Find Function With Pylon Pro

    Desktop overwrites Handheld. For instructions, see “Setting sync action” (page 141). Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 175 Working with custom databases on a Palm OS device...
  • Page 176 Chapter 9 176 / iAnywhere Solutions, Inc.

  • Page 177: Appendices

    Appendices “Troubleshooting” (page 179) “Setting up Pylon for multiple users” (page 191) “Syncing from multiple desktop computers (Palm OS only)” (page 197) “Creating device-friendly Notes databases” (page 201) “Implementing on-device database lookups” (page 209)

  • Page 179: Appendix A. Troubleshooting

    Troubleshooting APPENDIX A. “Troubleshooting: Installing” (page 180) “Troubleshooting: Upgrading” (page 181) “Troubleshooting: Using the Pylon Log database” (page 182) “Troubleshooting: Syncing” (page 184) “Troubleshooting: Accessing Pylon Configuration document” (page 189) “Troubleshooting: Using Pylon with M-Business Anywhere client” (page 190)

  • Page 180: Troubleshooting: Installing

    Appendix A Troubleshooting: Installing Table A-1 Problems with installation During installation, you see the error message: “You have entered an access key that is invalid. Please check that you have entered your access key correctly.” During installation, you see the Close Down Lotus Notes dialog box.

  • Page 181: Troubleshooting: Upgrading

    3. Double-click the file to open the database in Lotus Notes. 4. Record your configuration settings to duplicate them in the current version. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 181 Troubleshooting...

  • Page 182: Troubleshooting: Using The Pylon Log Database

    Appendix A Troubleshooting: Using the Pylon Log database Viewing log messages By default, Pylon writes all error messages and important status information for each sync to the Pylon Log database. To view messages in the Pylon Log database: 1. Open the Pylon Log database in Lotus Notes. In Lotus Notes, choose File|Database|Open, in the Database list select Pylon Log, then click Open.
  • Page 183 You should change the Log Level setting back to the default level of 1 after you have finished troubleshooting a particular problem. At higher levels, the log file grows rapidly and Pylon’s perfomance may be affected. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 183 Troubleshooting...

  • Page 184: Troubleshooting: Syncing

    Appendix A Troubleshooting: Syncing A key source of information that you can use to troubleshoot syncing problems is your on-device sync log. This location of this file is: Pocket PC OS device: C:\Program Files\lotus\notes\data\pylon\<device name>\pylon Palm OS device: ...<vendor name>\<username>\Pylon\pylon Problems with first sync Table A-3 Problems with your...
  • Page 185 6. If another name is listed, click Edit 7. Edit the Mobile Device name to exactly 8. Click Save and Close. 9. Perform another sync. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 185 Troubleshooting Possible cause/steps to take name.

  • Page 186: Other Problems With Syncing

    Appendix A Other problems with syncing Table A-4 Other problems with syncing Your sync is unsuccesful. The Pylon Sync Log shows the error: Pylon has an invalid license Your sync is unsuccessful. The Pylon Sync Log shows the error: Server not responding 186 / iAnywhere Solutions, Inc.
  • Page 187 1. In your Pylon Configuration document, 2. Sync your device. 3. Set the sync action back to “Synchronize Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 187 Troubleshooting Possible cause/steps to take prompted. a password from other Notes-based programs (Share these user ID password with theseNotes add-ins).
  • Page 188 Appendix A You have been syncing suc- cessfully with Windows XP or Windows 2003 on your desk- top, then after installing a new application your attempt to sync hangs with: Pocket PC OS - error message, “Trying to connect to Lotus Notes (# sec)...,”...

  • Page 189: Troubleshooting: Accessing Pylon Configuration Document

    You should only have to do this once. Note: For more information about the Execution Security List or the Domino Security model, see your Lotus Notes documentation. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 189 Troubleshooting...

  • Page 190: Troubleshooting: Using Pylon With M-Business Anywhere Client

    Pylon Conduit will not install cor- rectly. To solve this problem, with M-Business Any- where client installed: 1. Uninstall Pylon from the desktop and the device. See “Uninstalling Pylon” (page 52). 2. Sync your device. 3. Reinstall Pylon. See “Installing Pylon”...

  • Page 191: Appendix B. Setting Up Pylon For Multiple Users

    Setting up Pylon for APPENDIX B. multiple users “Setting up Pylon for multiple Pocket PC OS users” (page 192) “Setting up Pylon for multiple Palm OS users” (page 194)

  • Page 192: Setting Up Pylon For Multiple Pocket Pc Os Users

    Devices running Pocket PC OS version 3.0.11171 (Build 11178) can only be used on the same desktop as other devices running Pocket PC OS version 3.0.11171 (Build 11178). Syncing devices running other versions of Pocket PC OS 3.0 from the same desktop with devices running Pocket PC OS version 3.0.11171 (Build 11178) is...
  • Page 193 17. In the Sync Options tab, check the checkbox for Pylon, then click 18. Perform a sync to receive Lotus Notes PIM and custom database information on the additional Pocket PC OS device. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 193 Setting up Pylon for multiple users...

  • Page 194: Setting Up Pylon For Multiple Palm Os Users

    These instructions assume that Pylon already is installed on the desktop computer and on the Palm OS device used during installation. You only need to install Pylon once. If Pylon is not yet installed on the desktop, see “Installing” (page 35) for instructions.
  • Page 195 9. Set the sync action for each filter, then click Save and Close. 10. Sync the additional Palm OS device to install Pylon and to receive Lotus Notes PIM and custom database information. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 195 Setting up Pylon for multiple users...
  • Page 196 Appendix B 196 / iAnywhere Solutions, Inc.

  • Page 197: Appendix C. Syncing From Multiple Desktop Computers (Palm Os Only)

    Syncing from multiple APPENDIX C. desktop computers (Palm OS only) “About Multi PC Support (Palm OS only)” (page 198)

  • Page 198: About Multi Pc Support (Palm Os Only)

    Lotus Notes PIM and custom databases from multiple desktop computers. For instance, you can use your Palm OS device to sync from your desktop computer at home to the same Lotus Notes PIM and custom databases that you sync to at work. The Multi PC Support option provides you with even greater flexibility in accessing and updating your Lotus Notes PIM and custom database information.

  • Page 199: Replicating Your Lotus Notes Databases And Syncing

    Note You cannot use both Pylon and another application (such as Palm Desktop) to sync the same PIM conduit, so be sure that you are using Pylon to sync the same conduits at each location. Replicating your Lotus Notes databases and syncing Replicating your Lotus Notes databases ensures that Pylon can sync without conflict to both copies of a given database.
  • Page 200 Appendix C 200 / iAnywhere Solutions, Inc.

  • Page 201: Appendix D. Creating Device-Friendly Notes Databases

    Creating device- APPENDIX D. friendly Notes databases “About SmartDesigner” (page 202) “General design guidelines” (page 203) “Forms” (page 204) “Views” (page 205) “Icons” (page 206) “Unsupported design objects” (page 207) “Synchronization issues” (page 208)

  • Page 202: About Smartdesigner

    Appendix D About SmartDesigner The heart of the Pylon Pro custom database conduit is SmartDesigner. This technology automatically translates a Lotus Notes database design and data into a Pylon Pro application-compatible format. Although the SmartDesigner translation is automatic, you also can change the View and Form design of the Lotus Notes database to further control the look and feel of the database when it is viewed in Pylon Pro on the device.

  • Page 203: General Design Guidelines

    Show Time. Otherwise, the field will be a date field. Only hard-coded keyword values are supported. Formulas will be ignored. Change the Keywords interface to Checkbox to enable checkboxes. Creating device-friendly Notes databases Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 203...

  • Page 204: Forms

    Appendix D Forms Each Pylon Pro database on the Palm device can contain exactly one Form. A Pylon Pro Form design has support for up to 128 fields, including the following field types: Text Date Time Numeric Keyword Checkbox Rich-text (converted to text) Images (if in a rich-text field named body) Computed fields: Computed text (read only)

  • Page 205: Views

    Pylon Pro database. For example, if the formula is @UpperCase(Name); the @UpperCase formula will not be applied, but the column will be populated with a Field called Name. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 205...

  • Page 206: Icons

    Appendix D Icons Create a custom icon when designing your database. This icon will appear in the Lotus Notes Workspace as well as in Pylon Pro on the device.To do this while in design mode, click Resources|Icon. Figure D-1 Database icon in Lotus Notes Figure D-2 Database icon in...

  • Page 207: Unsupported Design Objects

    Database documents, Database Script, and Shared Actions Image maps Background images and background colors Action bar and buttons (Pylon Pro provides its own action buttons) Creating device-friendly Notes databases Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 207...

  • Page 208: Synchronization Issues

    Appendix D Synchronization issues The automatic design conversions are done during Desktop overwrites Handheld sync transfers. When you update a design in Notes, you must update the Pylon Pro designs on the Palm OS or Pocket PC OS device by initiating a Desktop overwrites Handheld sync.

  • Page 209: Appendix E. Implementing On-Device Database Lookups

    Implementing on- APPENDIX E. device database lookups “About on-device database lookups” (page 210) “Creating a lookup field in a Lotus Notes database” (page 211) “Designing a bar code lookup database” (page 213)

  • Page 210: About On-Device Database Lookups

    Appendix E About on-device database lookups Pylon Pro custom database functionality is extended with the addition of the database lookup feature. The database lookup feature allows one custom database to access both the view and the data of one or more custom databases.

  • Page 211: Creating A Lookup Field In A Lotus Notes Database

    1. Create a new field in a form and set the field Type to Dialog list. 2. In the Field designer, click the Control tab. Implementing on-device database lookups Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 211...

  • Page 212: Retrieving Additional Fields

    Appendix E 3. Set the Choices field in the Control panel to Use View dialog for choices. 4. Select a lookup Database, a specific lookup View within the lookup database, and a Column # within the view. Note The lookup database does not have to be a separate database; it may actually be a different View within the same database.

  • Page 213: Designing A Bar Code Lookup Database

    Pylon Pro to open a new record with the first text or numeric field filled in with the UPC code. Implementing on-device database lookups Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 213...
  • Page 214 Appendix E 214 / iAnywhere Solutions, Inc.

  • Page 215: Appendix F. Custom Field Mapping On Palm

    Custom field APPENDIX F. mapping on Palm “Overview” (page 216) “Default field mappings” (page 217)

  • Page 216: Overview

    Appendix F Overview On Palm, Pylon supports custom mapping of fields from Lotus Notes to the Palm application. By default, Pylon maps each Lotus Notes field to the best match available in the corresponding Palm application. Thus you should only implement custom field mappings when: You have a really good reason to override the Pylon defaults, and You are a Lotus Notes expert.

  • Page 217: Default Field Mappings

    Other (4th phone) E-mail (5th phone) Address City State Zip Code Country Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 217 Custom field mapping on Palm Comments Office Phone Home Phone Office Fax Cell Phone Email or...
  • Page 218 Appendix F Notes label* Notes field name Custom 1 Custom 2 Custom 3 Custom 4 Note Body Notes Category Categories Start Date StartDateTime End Date End Date Subject Subject Note Body Notes Category Categories Date Type Payment Currency Amount Vendor City Attendees Note...
  • Page 219 Note Category Due Date Completed Priority Subject Note Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 219 Custom field mapping on Palm Comments Category (any field with a valid date) 1=1, 2=2, 3 or 4=3, 5=99...
  • Page 220 Appendix F 220 / iAnywhere Solutions, Inc.
  • Page 221 Database field 78, 137 DataViz, for Word and Excel email attachments on Palm OS 31 date fields editing on Palm OS 172 editing on Pocket PC OS 157 deleting Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 221...
  • Page 222 Palm OS device 175 on Pocket PC OS device 158 deleting a record on Palm OS device 169 on Pocket PC OS device 155 Desktop overwrites handheld sync Action, definition 65 disabling Microsoft Excel attachments 82 Microsoft Word attachments 82...
  • Page 223 Expense accessing additional databases 130 using 130 keyboard 170 Mail accessing additional databases 113 deleting mail 112 using 112–113 Memo Pad 129 accessing additional databases 129 Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 223 Index...
  • Page 224 Pocket PC OS 98–111 additional application databases or views 91 Category Sync name must be unique 92 creating new filter 93 enabling with initial sync Action of Desktop Overwrites Handheld 94 setting permanent sync Action 95 syncing initially 95 disabling or enabling 64 syncing 55–130...
  • Page 225 129 using 126–129 Pocket PC OS device using 108–110 Tool option 171 troubleshooting 179–190 accessing Pylon Configuration document 189 installing 180 syncing 184 upgrading 181 Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 / 225 Index...
  • Page 226 Index using Pylon Conduit with M-Business Anywhere client 190 using Pylon log database 182 truncated Calendar entries 107, 122 Contacts 107 emails 100 To Do items on Pocket PC 111 Trust Signer button 61, 189 Typical install, definition 39 uninstalling Pylon 52–54 re-enabling Palm conduits after 52 upgrading 37, 181 users, multiple 192, 194...

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