OneBridge Sync Server Version 4.
Copyright and Trademarks Copyright 2002-2003 Extended Systems Incorporated. All rights reserved. This document refers to numerous products by their trade names. OneBridge Sync Server is a product of Extended Systems Incorporated. All other designations are trademarks or registered trademarks of their respective companies. Extended Systems may make improvements and/or changes to the programs described in this publication at any time without notice.
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Table of Contents Copyright and Trademarks .......................................................................................................................................................... i About This Guide ......................................................................................................................................................................... i Contacting Technical Support...............................................................................................
Using a Network (Wireless) Connection – Symbian (Nokia/P800/P900) .................................................................................. 40 Using the Desktop Connector Program to Connect .................................................................................................................. 40 Using a Dialup Connection – Windows CE...............................................................................................................................
Introduction OneBridge Sync Server Overview OneBridge Sync Server is part of the OneBridge Mobile Groupware offering. Sync Server enables corporate IT managers to harness the power of handheld computing devices by remotely linking them directly to their corporate applications. This enables the mobile workforce to access and update information from any location, which can streamline business processes and accelerate corporate decision-making.
Citrix Support for Citrix Thin-client configurations. Clock Sync Action Ability to synchronize device times with new Clock Sync Action. OneBridge Mobile Data Suite Final Sync Before Database Sync Action Changes are Applied When database synchronization configurations are changed, the OneBridge sync engine now causes the device to synchronize the data one last time before applying the changes, thereby avoiding the loss of device-side data.
Component Overview OneBridge Service OneBridge Sync Server runs as a service on Windows NT or Windows 2000, allowing users to synchronize their mobile device. The OneBridge Service handles requests from the mobile device, manages security, and performs all the data transfers between the mobile device and the data sources. Site Wizard The Site Wizard is used during the server installation process and from within the Admin program to create the Configuration File and request a product license file.
Database Sync Adapters (optional) On the server, Database Sync Adapters provide a bridge between the database server (DBMS) and the sync engine. OneBridge Sync Server employs one or more installed Database Sync Adapters for each available database server (e.g., Oracle, MS SQL Server, or Advantage Database Server). Server Database Sync Adapters may be deployed in a variety of configurations to meet the company's scalability requirements.
DMZ Proxy The DMZ Proxy is a component that can be installed within a corporate DMZ or Firewalling Gateway to bolster security for devices connecting to the OneBridge Sync Server from outside the corporate network. The DMZ Proxy software is a proxy server or an application-specific firewall for OneBridge Sync Server.
Before You Install Server and Device System Requirements Supported OneBridge Sync Server Operating Systems • Windows NT Server 4.
Supported Groupware • Lotus Notes 4.6, R5, R6 • Exchange 5.5, 2000, 2003 Pre-Installment Requirements Before installing OneBridge Sync Server, review this section for access setup requirements to be considered prior to install. Also see the Deployment Considerations. General • The OneBridge Service requires a user account that is a member of the local administrator group. • The port number the Sync Server is running on. Exchange • If using the DMZ Proxy, the port number being used.
Deployment Considerations Before installing OneBridge Sync Server, take a few minutes to review this section. This information is intended to assist you in making decisions regarding the best installation procedure for your network configuration. OneBridge Sync Server can be installed to support a variety of network topologies. As the OneBridge Sync Server software components are deployed within the corporate network, they can be installed on the same server or discretely on multiple individual computers.
Single Node Installation Decision: In a Single Node Installation, the OneBridge Sync Server software is installed either on the same computer on which the groupware/database is deployed or on a separate computer. You must decide whether the OneBridge Sync Server software should be installed on the groupware/database server computer. Shared Groupware/Database Server This configuration does not require any additional computing hardware.
DMZ Proxy Stand-alone OneBridge Sync Server (recommended configuration) This configuration provides additional security by requiring that all client requests first be processed in the DMZ network. Only those requests that are properly authenticated are forwarded to the Sync Server in the private network. Additionally, the communication between the DMZ Proxy and Sync Server can be monitored via a firewall or application proxy.
Maximum Scalability This configuration offers the best scalability by taking advantage of the benefits of dedicating a server to specific functionality. Network traffic is introduced between each node. Installing Software on the Exchange Server It is not recommended that the Sync Server or the Exchange adapter be installed on the Exchange Server. If you must install the software on the Exchange Server, the client email Reply functionality is not available.
4. Install the software. The Site Wizard will automatically get a new copy of the license. To Move the Adapter Server: The passwords in the Notes and Exchange Settings configuration files are encrypted with the server's public key. If these configuration files (i.e., NotesSettings.xml and ExchSettings.xml) are copied to the destination server, you must export and import the public key using the Key Manager program.
OneBridge Sync Server Installation Upgrading to OneBridge Sync Server 4.1 Preparation • The OneBridge Service must be shutdown during the upgrade procedure. • While upgrading users will not be able to access the server, therefore, plan your upgrade during a period of low activity. • You can use your existing configuration file after the upgrade, however, if you would like to activate the Live Connect functionality, you will need to run the Live Connect Wizard after the installation has completed.
• 4. Multiple Node Configuration – Select this option to install the server and adapter software on separate computers and then select the components you would like to install. If you select one of the adapter components, you will need to select which adapters to install. Choose the component(s) you wish to install: • Database Adapter – Installs the adapter to allow synchronization with a variety of databases that provide an ADO, ODBC, or SQL interface.
Installing OneBridge Sync Server Using Lotus Notes Authentication This procedure performs a basic install of the OneBridge Sync Server. Review the Before You Install information to determine whether additional components should be installed at this time. Important If you are installing OneBridge Sync Server and the OneBridge Adapters on separate computers, it is recommended that the adapter be installed first. 1. From the Installer screen of the CD-ROM, select Sync Server and click install now. 2.
Installing OneBridge Sync Server Using Microsoft Exchange Authentication This procedure performs a basic install of the OneBridge Sync Server. Review the Before You Install information to determine whether additional components should be installed at this time. Important If you are installing OneBridge Sync Server and the OneBridge Sync Adapters on separate computers, it is recommended that the adapter be installed first. For more information on a particular screen or topic, click the links provided. 1.
• Live Connect Wizard - Used to setup the necessary actions to automatically deliver data to supported mobile devices. 15. Click Finish. 16. Select Yes when prompted to start the service. Installing OneBridge Sync Server Using Database Authentication This procedure performs a basic install of the OneBridge Sync Server. Review the Before You Install information to determine whether additional components should be installed at this time.
f. Enter a connection string either by using the data link dialog, using the existing connection dialog, or typing it in the Connection String box. g. To use a predefined user table for authentication (i.e., a lookup table where USERID and PASSWORD fields are matched), select Reference users from table and fill in the table name and credentials to access the database. Otherwise, authentication is based in access rights to the database itself. h. When finished, click OK.
• Microsoft Exchange Listener – Installs the listener to detect changes on the server that need to be sent to the mobile device. 5. Choose the Destination Folder for the install components and click Next. 6. Choose the Data Directory for the Sync Server data and click Next. 7. If the Lotus Notes or Microsoft Exchange adapter was selected in step 4 above, configure the groupware adapters. The configuration screen(s) will be displayed. Refer to the Groupware Adapters section. 8.
The Wizards Using the Site Wizard The Site Wizard is used during the server installation process and from within the Admin program to create the Configuration File and request a product license file. 1. From the Wizards menu, select Site Wizard. 2. On the Configuration dialog, select Site Wizard and click OK. 3. After reviewing the Introduction screen, click Next. 4. Select the Authentication Server type and click Next. Perform the necessary steps to set up the authentication method.
Using the Device Management Wizard The Device Management Wizard is used during the server installation process and from within the Admin program to setup and modify the configuration file to create a group of Actions that assist in managing your mobile devices. 1. From the Wizards menu, select Device Management Wizard. 2. Review the Device Management Wizard overview information and click Next. 3. Select the mobile devices you would like to configure for mobile device management and click Next. 4.
Using the Live Connect Wizard The Live Connect Wizard is used during the server installation process and from within the Admin program to setup the necessary actions to automatically deliver data to supported mobile devices. 1. From the Wizards menu, select Live Connect Wizard. 2. Review the Live Connect Introduction information and click Next. 3. Select the Mobile Devices to be supported for Live Connect. Click Next. 4.
OneBridge Service Configuration Configuring the OneBridge Service 1. From the Start menu, select Programs, OneBridge Sync Server, and then click OneBridge Service. 2. On the Login Information screen, select the NT account to run the OneBridge Service. Click Next. Important If the Exchange Adapter has been installed on Windows 2000, a Windows NT account must be used (the local system account cannot be used). 3.
Groupware Adapters Notes Adapter Configuration Installing the Notes Groupware Adapter This procedure performs a basic install of the OneBridge Lotus Notes Groupware Adapter. Review the Before You Install information to determine whether additional components should be installed at this time. Important Lotus Notes 5.06 or higher must be installed on the same machine as the Notes groupware adapter.
Configuring the Notes Adapter The Notes Settings wizard configures the Notes Adapter. The Notes Adapter can also be remotely configured using the Admin program. 1. On the Login Information screen, enter the name and password of the Primary ID File that will be used to look up information about each user in the Public Address Book. 2. Select the ID File to be used to access the user accounts. If the Individual User option was selected, enter the User ID File Formula. Click Next. 3.
Exchange Administrator Mode Benefits • The Exchange Adapter has higher performance. Requirements • The complete Outlook 2000/2003 Client (including CDO) must be installed on the computer that is running the Exchange Adapter. • The Exchange Adapter and Exchange Server must be located in the same domain. • The account running the Adapter service needs to have the Exchange service account Admin role that is assigned through the Exchange Administration program.
14. Configure OneBridge Service. See Configuring the OneBridge Service. 15. Click Yes to start the OneBridge Service. Configuring the Exchange Adapter The Exchange Settings wizard configures the Exchange Adapter. The Exchange Adapter can also be remotely configured using the Admin program. 1. On the Access Mode screen, enter the Name of the Exchange server. 2. Select the access mode from the options listed, and then click Next.
Database Adapters Installing the Database Adapter This procedure performs a basic install of the OneBridge Database Adapter. Review the Before You Install information to determine whether additional components should be installed at this time. 1. From the Installer screen of the CD-ROM, select Sync Server and click install now. 2. Click Yes to accept the License Agreement. 3.
DMZ Proxy DMZ Proxy Overview OneBridge Sync Server includes a component that can be installed within a corporate DMZ or Firewalling Gateway to bolster security for devices connecting to the Sync Server from outside the corporate network. The DMZ Proxy is a proxy server, or an application-specific firewall for Sync Server.
OneBridge Sync Admin Overview The Admin Program is used to view and customize server settings. Features in the Admin program also include: • Adding users to groups (e.g., sales groups or service groups). • Defining data transfers to be automatically performed whenever an end user connects to OneBridge Sync Server. • Configuring filter settings to allow users to customize what data is actually synchronized each time.
OneBridge Client Overview OneBridge Client Software The OneBridge Client Software is a program that runs on the mobile device, making synchronization possible between OneBridge Sync Server and the client (the mobile device). Once the client software has been installed and configured, the end user synchronizes their mobile device by tapping the client Connect icon. This action establishes a connection with OneBridge Sync Server and initiates the synchronization.
Supported Mobile Device Operating Systems Sync Server supports mobile devices that use the following operating systems: • Palm OS 3.5 or greater - Recommended device memory is 8 Meg or more. Devices with less memory may not function properly for PIM synchronization or when using Bluetooth, IR or GSM due to limited heap space. Device security functionality is only supported on Palm OS 4.0 or greater. • Windows CE Pocket PC, Pocket PC 2002, and HPC 2000 devices running CE OS 3.0 or greater.
5. If desktop software (e.g., Palm Desktop or ActiveSync) is used, verify that all groupware synchronization is disabled on the desktop software. Verification can be made through the OneBridge Client software installation or through the options setup on the desktop software. Upgrading to the OneBridge Client 4.x for Palm OS If the Palm Client is being upgraded from version 3.5 or 3.6 to the 4.x OneBridge Client through a File Install Action, an additional file, Convert_36_to_40.
Client Deployment Wizard Installing the Client Deployment Wizard Utility The Client Deployment Wizard utility is intended to assist the network administrator in creating custom, preconfigured installation applications of the OneBridge Client software. 1. From the Main screen of the CD, select Client Deployment Wizard and click install now. 2. Choose the File Destination Directory and Program Folder for the OneBridge Client Wizard. 3.
16. On the Select Files to Include in Client Install screen, select Add files to ___ installation to include additional files in the client installation package. Click Next. Note If more than one client platform was selected for this installation application, separate Select Files to Include in Client Install screens will appear for each platform. 17. Repeat step 16 if another Select Files to Include in Client Install screen is presented. 18.
Installing the Client Software Before You Install the Client Software OneBridge Sync Server Settings During the OneBridge Client software installation, specific server information will need to be entered. Before beginning the installation, have the following OneBridge Sync Server information available: • Server Name or IP Address – The resolvable host name or IP address of the OneBridge Sync Server. If you do not know this information, ask your administrator.
4. Locate the configuration file and click Open. The configuration will be displayed in the Admin program. 5. In the left pane of the main Admin program screen, the configuration file is displayed using a tree structure. On this configuration tree, expand the General branch. 6. Expand the Groups sub-branch. 7. Double-click the Group Name you would like the remember password option enabled for. 8. Select Allow user to store password on the device. 9. Click OK, and then Save the configuration.
Synchronizing the Mobile Device Connecting the First Time Before connecting for the first time, be sure to have the following information available: the OneBridge Sync Server name, the connection Port Number, and your Username and Password for the OneBridge Sync Server. Ask your administrator for any information you do not know. Note This is a general procedure for connecting the first time. For platform-specific instructions, refer to the documentation provided in the OneBridge Sync Server online help. 1.
Selecting a Connection Method Note This is a general procedure for selecting a connection method. For platform-specific instruction, refer to the documentation provided in the OneBridge Sync Server help. 1. 2. 3. Start the OneBridge Client application: • Windows CE/Palm OS/RIM - From the Home screen of the mobile device, select the OneBridge icon. • Symbian (Nokia/P800/P900) - Open the Extras screen on the Symbian device. Highlight the OneBridge icon and press the Open button.
6. Select Network/Modem as the Connection type. Select OK/Done. 7. Select the Connect button on the OneBridge Main screen of your mobile device. 8. The client software will allow your mobile device to communicate with your organization’s OneBridge Sync Server using a network or modem connection and be synchronized with the databases on your organization’s network.
• Smartphone - Press the Menu button at the bottom right of the screen and select Connection to display the Connection screen. 5. Select the Profile from the drop-down menu. If a profile is not selected, the default will be used. 6. Select Serial Link/Cable/Cradle/USB as the Connection type. Select OK/Done. 7. Select the Connect button on the OneBridge Main screen of your mobile device. 8. If necessary, configure the Server Settings and User Credentials.
Synchronizing the SyncML Mobile Device SyncML Client Configuration To configure a SyncML client to work with the SyncML server, the following information needs to be set up in the device SyncML client and the SyncML configuration (e.g., in Nokia Remote Sync profile configuration or Ericsson Synchronization configuration). • Server URL • Server User Id • Server Password • Database names • Database User Ids and Passwords.
Database User ID and Passwords If the user ID and password used to access Microsoft Exchange or Lotus Notes are different from the server authentication (NT Password), the Microsoft Exchange or Lotus Notes user ID and password can be specified as the user ID and password for the Contacts and Calendar databases, when applicable. This option is not currently supported by the Nokia client, but is supported by the Ericsson client.
Live Connect Live Connect Overview Live Connect allows the OneBridge Client to be configured to automatically receive email and PIM data from the OneBridge Sync Server without requesting it. To use the Live Connect functionality, it must be enabled by the administrator. Installation The Live Connect Client is installed along with the OneBridge Client. Functionality is only available to the end user when enabled by the administrator.
Using Live Connect Once a Live Connect Action has been synchronized with the client device, an icon will be displayed indicating the current state of the Live Connect Client. On Pocket PC 2002 devices, the icon is displayed in the title bar and is visible no matter what other application is running. Tapping on the icon displays a message balloon that provides more information about the current state of the client.
Interrupted with Items Available and Pending • New Items have arrived on the device. • There are changed or new items on the device that will be synced the next time the device connects to the server. • The Items Available and Pending icon will be displayed as soon as the connection is restored • Tapping on the icon to display the message balloon will clear this state. See Windows CE Considerations.
Desktop Connector Overview Desktop Connector is a program that runs on a desktop PC and provides a mobile device with a TCP/IP network connection that will be used to communicate with OneBridge Sync Server. This program is used when there is a need to connect mobile devices directly to networked PCs using a serial or USB cable. Supported operating systems for Desktop Connector include the following: Windows 95, Windows 98, Windows Me, Windows XP, Windows NT, and Windows 2000.
Enabling or Disabling a Serial/COM Port Each serial connection can be enabled or disabled by selecting the serial connection in the dialog and clicking Enable/Disable. If the desired port is disabled If the desired port for connecting to the Desktop Connector is disabled, try enabling the port by selecting the serial connection in the dialog, and then clicking Enable. If the status briefly changes to Can’t open and then back to Disabled, the port may be in use by another program.
With USB Cradle 1. In the ActiveSync Connection Settings dialog on the desktop PC, clear the check boxes for all Allow USB connection to this desktop connector options. 2. On the device side, select Settings, Connections, and PC. Clear the Automatically synchronize when serial cable is connected using: check box. Note If the user does not see the Desktop Connector icon in the system tray as it should look when starting the OneBridge Client software, you must start the Desktop Connector. 3.
