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AccuScan Palm / AccuScan Palm Pro
Version 2.0 User Manual
AccuScan Palm Version 2.0
POS-X.com and MGM Solutions Inc.
Telephone: 1-800-903-6572
Fax: 1-360-738-3048
http://www.pos-x.com
support@pos-x.com
This document and the software described by this document are sold and distributed by POS-X.com, a
division of MGM Solutions Inc. All rights reserved. Use of the software described herein may only be done
in accordance with the License Agreement provided with the software. Information in this
document is subject to change without notice.
Windows is the registered trademark of Microsoft Corporation. All other trademarks are the
property of their respective owners
MGM SOLUTIONS INC. WILL NOT BE LIABLE FOR (A) ANY BUG, ERROR, OMISSION,
DEFECT, DEFICIENCY, OR NONCONFORMITY IN ACCUSCAN PALM OR THIS
DOCUMENTATION; (B) IMPLIED MERCHANTIBILITY OF FITNESS FOR A PARTICULAR
PURPOSE; (C) IMPLIED WARRANTY RELATING TO COURSE OF DEALING, OR USAGE
OF TRADE OR ANY OTHER IMPLIED WARRANTY WHATSOEVER; (D) CLAIM OF
INFRINGEMENT; (E) CLAIM IN TORT, WHETHER OR NOT ARISING IN WHOLE OR PART
FROM PORTABLE TECHNOLOGY SOLUTIONS CORPORATION'S FAULT, NEGLIGENCE,
STRICT LIABILITY, OR PRODUCT LIABILITY, OR (F) CLAIM FOR ANY DIRECT, INDIRECT,
INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES, OR LOSS OF DATA, REVENUE,
LICENSEES GOODWILL, OR USE. IN NO CASE SHALL MGM SOLUTIONS INC. LIABILITY
EXCEED THE PRICE THAT LICENSEE PAID FOR ACCUSCAN PALM.
AccuScan PalmM-0002.010
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Table of Contents
Summary of Contents for Symbol AccuScan Palm Pro, AccuScan Palm AccuScan Palm Pro
- Page 1 AccuScan Palm / AccuScan Palm Pro Version 2.0 User Manual AccuScan Palm Version 2.0 POS-X.com and MGM Solutions Inc. Telephone: 1-800-903-6572 Fax: 1-360-738-3048 http://www.pos-x.com support@pos-x.com This document and the software described by this document are sold and distributed by POS-X.com, a division of MGM Solutions Inc.
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Page 2: Table Of Contents
AccuScan Palm / AccuScan Palm Pro Version 2.0 User Manual Contents Chapter 1: Introduction... 4 What is AccuScan Palm? ... 4 New Features in AccuScan Palm 2.0... 4 Free Trial ... 5 Learning AccuScan Palm ... 5 Bar Coding with AccuScan Palm ... 5 Integrating AccuScan Palm ... - Page 3 HotSyncing Data from the PC to the PDA... 30 5.5.1 Sending Session Data to the PDA... 31 5.5.2 Creating Session Data Files with Excel ... 31 5.5.3 Sending Drop-Down Lists to the PDA... 32 5.5.4 Sending Field Hints to the PDA (Pro version only)... 32 Chapter 6: Administration Settings ...
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Page 4: Chapter 1: Introduction
Chapter 2: Installation Chapter 1: Introduction What is AccuScan Palm? Create enterprise class, barcode enabled, data collection applications in minutes for most tasks including asset management, inventory control, and many others with AccuScan Palm. No programming knowledge is needed. Simply create your familiar forms right on your PDA. Designed by Symbol Certified Programmers, AccuScan Palm incorporates time saving features that are not seen in any other applications. -
Page 5: Free Trial
Current Palm OS bar code enabled PDAs include: SPT-1500/1550 Series by Symbol Technologies SPT-1700/1800 Series by Symbol Technologies CSM 150 Bar Code Plug-in Module for Handspring Visor by Symbol Technologies Momentum II Bar Code Plug-in Module for Handspring Visor by PSC – Discontinued AccuScan PalmM-0002.010... -
Page 6: Integrating Accuscan Palm
Chapter 2: Installation Integrating AccuScan Palm AccuScan Palm data can be HotSynced to the PC in one of five popular file formats. Refer to Section 5.3.1 for a more detailed discussion on file transfer formats. This flexibility makes it possible to integrate AccuScan Palm with most programs and databases. ODBC Link for AccuScan Palm further simplifies the integration process by allowing users to seamlessly connect to ODBC data sources. -
Page 7: Chapter 2: Installation
Chapter 2: Installation Chapter 2: Installation This chapter details the steps for installing AccuScan Palm. System Requirements • Windows 95/98/NT/2000/XP • Palm Desktop v3.1 or higher (includes HotSync Manager) • Palm OS PDA running Palm OS 3.0 or higher Automatic Installation Make sure you have Palm Desktop installed and working with your PDA. -
Page 8: Upgrading From Accuscan Palm 2.0 Standard To Accuscan Palm 2.0 Pro
Chapter 2: Installation POS-X encourages all users who benefit from AccuScan Palm to register their copy. To register AccuScan Palm, we only require your AccuScan Palm PDA ID and an Email address. We generate a unique registration code for your AccuScan Palm PDA ID so it is important that you send the ID exactly as it appears on the AccuScan Palm splash screen;... -
Page 9: Removing Accuscan Palm Installation
Chapter 2: Installation New Registration Code Required Due to a new licensing algorithm, all users upgrading to AccuScan Palm 2.0 will need to get a new registration code. This process is discussed in Section 2.4. You can easily register by calling POS-X.com at 1-800-903-6572. -
Page 10: Chapter 3: Sessions
Chapter 3: Sessions Chapter 3: Sessions AccuScan Palm allows users to create up to 32 unique data capture programs. These unique programs are called Sessions. Sessions are easily accessed from the Main Screen, where captured data can be viewed and searched. In this section, you will learn how to configure session attributes to meet your data capture needs. -
Page 11: Session Settings Explained
Chapter 3: Sessions Select Session Settings. Enter the name of the session you are creating. AccuScan Sessions [General] 5. Configure your session’s General, Hot Sync, Data and Backup attributes as described in Sections 3.2.1-3.2.4. When you are finished, press Done. If you do not need to modify the session, the default settings will be used and you can proceed directly to Field Settings, Chapter 4, if you wish to use default session settings. -
Page 12: Hotsync Settings
Chapter 3: Sessions option takes effect only when this session was the last one used – each session has its own settings. Start On Field Select the first field the User is focused on when New is selected from the data view screen. This setting is commonly selected to control what data must be entered when the program is initially opened. -
Page 13: Data Storage And Transfer Settings
Chapter 3: Sessions Archive PC Data Select Archive PC Data if you wish to archive any PC files transferred to the PDA during HotSync. Any data files sent from the PC are renamed with a prefix of “old_” after a successful HotSync if this option is selected. -
Page 14: Backup Settings
Chapter 3: Sessions This formatting option transfers all fields using a fixed width. Any space remaining at the end of Field data is padded with spaces. Use of the Max Length field setting is also used to dictate the width of each fixed width field. The maximum length of any given field is 30 chars. -
Page 15: Deploying Configured Sessions To Multiple Users
Chapter 3: Sessions AccuScan Settings [Backup] Note: Enabling these backup options can slow down your HotSync process considerably, since each time you HotSync a copy of the selected databases is made on your PC. You may want to enable these options, then HotSync, then disable them again once you have the copies made. -
Page 16: Chapter 4: Field Settings
Chapter 4: Field Settings Chapter 4: Field Settings After a session is created, fields within that session may also require configuration. Before configuration, all available fields within the session are in a default state. Customizing your session settings and field settings is not required, as the default settings will work perfectly for many users. - Page 17 Chapter 4: Field Settings Select Field Settings. Select a field to configure. 5. Enter the field Name. AccuScan Settings [General] Select a Field Type. Section 4.2.1 discusses these field types in more detail. Enter General field settings. Section 4.2.2 discusses these settings in more detail. AccuScan Settings [General] Enter additional field settings.
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Page 18: Field Settings Explained
Chapter 4: Field Settings Field Settings Explained 4.2.1 Field Types The Field Type setting is used to control what type of data is entered for this field. AccuScan Palm has four available Field Types: Text, Drop-Down, Checkbox and Variable. AccuScan Palm Pro has an additional Signature Field Type. - Page 19 Chapter 4: Field Settings Check Box Check box fields are used when simple Yes/No, True/False, On/Off selections are made. Check boxes should be used whenever possible to speed data entry, and limit data entry error. AccuScan Settings [General] Variable Variable fields are used to automatically enter values such as Time and Date. To set a Variable field the user selects the value they would like to enter in the field from the drop down menu.
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Page 20: General Field Settings
Chapter 4: Field Settings DATESYS When DATESYS is selected, the current date is automatically entered in the field in the same format as you have chosen in system prefs. This option give you the greatest flexibility. To select a date format, click on “Home” and then “Prefs”, and choose “Formats”... - Page 21 Chapter 4: Field Settings AccuScan Settings [General] General General is set to accept all data types in a field, including date time Numeric Numeric is set when the field is only used for numeric data. When a field’s Data Type is set to Numeric, it does not accept any Alpha characters.
- Page 22 Chapter 4: Field Settings Note 1: The Default value is only used when the Clear on Submit option in the After Scan menu is selected for this field. If the user changes this value during data entry and Clear on Submit is not checked, the changed value is retained for the next record.
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Page 23: Validation Field Settings
Chapter 4: Field Settings Read Only When the Read Only option is selected, the user does not have the ability to enter data in the selected field. This is commonly used in conjunction with default values and Variable type fields. 4.2.3 Validation Field Settings Validation Field Settings allow the user to exhibit controls that check the accuracy of the entered... - Page 24 Chapter 4: Field Settings NOTE: The ‘After Scan’ rules are triggered by both a completed barcode scan as well as pressing the Down Arrow key on your PDA. AccuScan Settings [After Scan] Auto Submit This option represents whether or not to automatically submit this record following an 'After Scan' event for this field.
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Page 25: Drop-Down Lists
Chapter 4: Field Settings 4.2.5 Drop-Down Lists Drop Downs allow AccuScan Palm users to create their own Drop-Down list menus for specific fields. AccuScan Palm gives the user the ability to create these lists either directly on the PDA or from a file on the PC via a HotSync data transfer. - Page 26 Chapter 4: Field Settings Enter a List Item via barcode scan or Graffiti. Repeat steps 2-3 to add additional list items. AccuScan Drop-down Lists… AccuScan Palm List Items can be edited and deleted in the AccuScan Palm Lists screen. Simply choose the value to be edited and select the appropriate button. NOTE: List Items may also be deployed to multiple users.
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Page 27: Chapter 5: Managing Data
Chapter 5: Managing Data Chapter 5: Managing Data Entering Data To enter data in AccuScan Palm, the user must first select the appropriate session. Once that is selected, clicking the New button will start the data entry/collection process. AccuScan Entry Screen The Entry Screen is the area where the user does his data entry. -
Page 28: Quick Buttons
Chapter 5: Managing Data Clicking any field’s label will open the field’s Hint window. The Hints window displays reference details that aid in data collection. Sections 4.2.2 explains how to create and edit field Hints. AccuScan Settings [General] Quick Buttons AccuScan Palm specializes in streamlining screen interaction. -
Page 29: Finding Data
Chapter 5: Managing Data Finding Data While in the Main Screen, AccuScan Palm users can search the session database while by using the Find feature. Follow the directions below to use the find feature. 1. Select a field to search. AccuScan If you are manually entering data, you must click the Find button. -
Page 30: Linking Accuscan Palm Session Data To An Ms Access Table
Chapter 5: Managing Data 5.4.3 Linking AccuScan Palm Session Data to an MS Access Table Microsoft Access is an affordable and popular database that can be utilized to manage AccuScan Palm data. To import AccuScan Palm session 1 data, file name S01_data.txt, follow these steps: In MS Access, open your database or create a new database. -
Page 31: Sending Session Data To The Pda
Chapter 5: Managing Data Many of our customers connect their AccuScan Palm sessions with 3rd-party databases to give their current systems added functionality. By exporting their databases from Microsoft Access and/or Excel these data files can easily be created and distributed. 5.5.1 Sending Session Data to the PDA All data prepared for upload to the PDA must be stored in a folder called ToPDA. -
Page 32: Sending Drop-Down Lists To The Pda
Chapter 5: Managing Data Save your session to C:\Program Files \AccuScan Palm\Data\username\ToPDA\S01_data Note: If you are using the Custom HotSync Folder setting, save the file to the Custom HotSync folder, under the \ToPDA folder. Close the Excel file Perform a HotSync to upload the data file to the PDA 5.5.3 Sending Drop-Down Lists to the PDA AccuScan Palm also allows the user to prepare and manage Drop-Down lists on the PC for later... - Page 33 Chapter 5: Managing Data Place this file in the ToPDA folder in your HotSync folder and it will be uploaded during the next HotSync operation. AccuScan PalmM-0002.010...
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Page 34: Chapter 6: Administration Settings
Chapter 6: Administration Settings Chapter 6: Administration Settings Once sessions are configured it is customary to implement password protection so field personnel cannot easily alter the session settings. When a Password is set, a user is required to enter this Password to access any areas protected by the AccuScan Palm Admin Settings. Administrators commonly Enable Protection for Session Settings and Field Settings. -
Page 35: Deploying Configured Sessions To Multiple Users
Chapter 6: Administration Settings Deploying Configured Sessions to Multiple Users 6.2.1 How to Copy One PDA’s Configuration to Other PDAs AccuScan Palm configured sessions can easily be deployed to your mobile workforce. To perform an enterprise-wide deployment, simply follow these steps. Create desired configuration on one PDA.