Desktop User Guide Pylon Conduit and Pylon Pro Version 5.4.
iAnywhere grants you permission to use this document for your own informational, educational, and other non-commercial purposes; provided that (1) you include this and all other copyright and proprietary notices in the document in all copies; (2) you do not attempt to "pass-off" the document as your own; and (3) you do not modify the document. You may not publish or distribute the document or any portion thereof without the express prior written consent of iAnywhere. iAnywhere Solutions, Inc.
Table of Contents List of Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 List of Figures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Before you begin CHAPTER 1. About this guide . . . . . . . . . . . . . . . . . . . . . . . . . 17 Focus of this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . How this guide is organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Conventions . . . . . . . . . .
Table of Contents Calendar overview . . . . . . . . . . . . . . . . . . . . . . . . . Address Book overview . . . . . . . . . . . . . . . . . . . . . . To Do List overview . . . . . . . . . . . . . . . . . . . . . . . . Memo Pad (Palm only) overview . . . . . . . . . . . . . . . Expense (Palm only) overview . . . . . . . . . . . . . . . . . ..... ..... ..... ..... ..... . . . . .32 . . . . .33 . . . . .33 . . . . .34 . . . . .34 CHAPTER 3. Installing . . . . . . . . . . . . . . . . . . . . . . . . . . .
Table of Contents Making To Do List-specific changes to a sync filter . . . . . . . . . . . . 86 Making Memo Pad-specific changes to a sync filter . . . . . . . . . . . . 88 Making changes to the My Journal filter (Palm only) . . . . . . . . . . . 88 Making Expense-specific changes to a sync filter (Palm only) . . . . . 89 Syncing additional application databases or views . . . . . . . . . . . . . . . . 91 Making sure the first database or view has a unique Category Sync name in its filter . . . . . . . .
Table of Contents CHAPTER 8. Working with custom databases on a Pocket PC OS device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Installing custom databases on a Pocket PC OS device . . . . . . . . . . . . . 149 Navigating custom databases on a Pocket PC OS Device . . . . . . . . . . . . 150 Viewing custom databases on a Pocket PC OS device . . . . . . . . . . .
Table of Contents Problems with first sync . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other problems with syncing . . . . . . . . . . . . . . . . . . . . . . . . . . Troubleshooting: Accessing Pylon Configuration document . . . . . . . . . Troubleshooting: Using Pylon with M-Business Anywhere client . . . . . . 184 186 189 190 APPENDIX B. Setting up Pylon for multiple users. . . . . . . . . . 191 Setting up Pylon for multiple Pocket PC OS users . . . . . . . . . . . . . . . . Requirements.
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List of Tables Table 1-1 Formatting conventions . . . . . . . . . . . . . . . . . . . . . . . . . 20 Table 4-1 Application names on different device platforms . . . . . . . . 63 Table 4-3 Pre-defined sync filter options . . . . . . . . . . . . . . . . . . . . 67 Table 5-1 Total number of databases/views supported for each application 91 Table 6-1 Calendar events in Lotus Notes and on Pocket PC OS device 101 Table 6-2 To Do events in Lotus Notes and on Pocket PC OS device. .
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List of Figures Figure 3-1 Pylon installer Welcome panel . . . . . . . . . . . . . . . . . . . . . 40 Figure 3-2 Pylon installer License Agreement panel . . . . . . . . . . . . . . 41 Figure 3-3 Pylon installer Select Lotus Notes Installation panel. . . . . . 41 Figure 3-4 Pylon installer Select Internet Security Option panel . . . . . 43 Figure 3-5 Pylon installer Custom Pylon Setup panel . . . . . . . . . . . . . 44 Figure 3-6 Pylon installer Select Palm Users panel . . . . . . . . . . . . . .
List of Figures Figure 5-8 Memo Pad-specific filter settings . . . . . . . . . . . . . . . . . . 88 Figure 5-9 Expense-specific filter settings . . . . . . . . . . . . . . . . . . . . 89 Figure 6-1 ActiveSync Options dialog box . . . . . . . . . . . . . . . . . . . . 99 Figure 6-2 Confirmation of a successful Pylon sync . . . . . . . . . . . . . . 99 Figure 6-3 Pylon Select Icon on the Applications Screen . . . . . . . . . 123 Figure 6-4 Pylon Select on a Palm Device . . . . . . . . . . . . . .
List of Figures Figure 9-6 Sample Database Record item in Read View . . . . . . . . . . . 167 Figure 9-7 Viewing help for the User List field . . . . . . . . . . . . . . . . 168 Figure 9-8 Full help in the Tips dialog box . . . . . . . . . . . . . . . . . . . 168 Figure 9-9 Delete Item dialog box. . . . . . . . . . . . . . . . . . . . . . . . . 169 Figure 9-10 Pylon Pro Note View . . . . . . . . . . . . . . . . . . . . . . . . . . 170 Figure 9-11 Sample signature in Pylon Pro Image View . . . . . .
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“About this guide” (page 17) Before you begin Before you begin
CHAPTER 1.
Chapter 1 Focus of this guide This guide provides the information you need to install and use Pylon Conduit and Pylon Pro from iAnywhere Solutions software. Some people reading this guide are new to Pylon software. These users may or may not be new to Pocket PC or Palm OS devices. Other people reading this guide have used Pylon for Pocket PC or Palm OS software. However, these Pylon power users may be unfamiliar with Pylon Pro, Pocket PC OS devices, or Palm OS devices.
About this guide How this guide is organized Pylon is available in two different product versions, Pylon Conduit and Pylon Pro. Both of these product versions are available for both Palm and Pocket PC OS devices. This guide is set up to provide easy access to the specific information that is relevant to users of either product, and either operating system.
Chapter 1 Conventions Text conventions The following table lists the text formatting conventions used throughout this guide. Table 1-1 Formatting conventions Item Treatment Example Name of publication Italic Administrator Guide for M-Business Anywhere Server User interface items: buttons, links, keywords Bold Click the Reset button. Multi-level menu selections Bold with vertical hash Select Start|Settings| Control Panel. Text you type in Courier New Type Admin in this field.
About this guide Related publications In addition to this guide, there are other publications available that you may find useful while using Pylon. The Pylon Conduit and Pylon Pro Technical Support page is located at: http://www.ianywhere.com/support/pylon_condpro.html The Pylon Conduit and Pylon Pro Technical Support page provides access to all of the published Pylon technotes, plus links to a detailed list of supported devices and a page from which you can purchase a trouble ticket.
Chapter 1 Contacting iAnywhere Solutions Technical support If you need assistance using iAnywhere software, in North America, please contact iAnywhere Technical Support by calling 1-800-8SYBASE (800-879-2273) and then selecting option 3. You can call Monday through Friday (except major US holidays) between 9:00 a.m. and 9:00 p.m. Eastern time. Services will be provided in accordance with your support agreement. Outside of North America, for your local support number and hours, please see: http://www.
About this guide Using the Sybase Online Support Services A major benefit of using the Sybase Online Support Services is 24x7 availability. Online support also allows you to look up and review past and current support issues. When you register as a Named Contact, the email sent to you with your Technical Contact ID number also contains instructions for registering and using the Sybase Online Support Services.
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“Introduction” (page 27) “Installing” (page 35) Getting started Getting started
CHAPTER 2.
Chapter 2 About Pylon Conduit and Pylon Pro With Pylon Conduit and Pylon Pro from iAnywhere Solutions, moving your data back and forth between Lotus Notes and your Pocket PC OS or Palm OS device has never been easier. About Pylon Conduit In today’s mobile world, you need access to your email, address book, calendar, and to do list, whether you are at the office or on the go.
Introduction Pylon Pro on your mobile device On your device, Pylon Pro includes all of the Lotus Notes PIM functionality of Pylon Conduit, but also functions as a device application that can take on the look and feel of any Lotus Notes custom database. Using Pylon Pro, you can create a fully-customized Pocket PC application from any Lotus Notes database.
Chapter 2 System requirements Lotus Notes/Domino Server requirements Servers ■ Domino Server 5.x or 6.x or 7.0 Templates ■ Note Domino R5 and R6 templates Pylon does not support the use of a Lotus Notes server and client on the same machine.
Introduction Supporting Word and Excel email attachments on Palm OS Pylon is compatible with following DataViz Documents to Go components and versions to support Word and/or Excel email attachments: Caution ■ DataViz Word-To-Go v5, v6, v7, to support Word email attachments ■ DataViz Sheet-To-Go v5, v6, v7, to support Excel email attachments Pylon is not compatible with the DataViz Inbox to Go email component.
Chapter 2 Overview of Lotus Notes applications in Pylon Mail overview Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can synchronize your Lotus Notes Mail application on your desktop computer with the native Mail application on your Palm OS or Pocket PC OS device. You also can create new mail on your device. When you sync, the mail is sent for you and a copy of the mail is placed in your Lotus Notes Inbox for your reference.
Introduction You also can create new Calendar entries on your device. When you sync, your Calendar entries are placed in your Lotus Notes Calendar. Using Pylon, you can choose what you will sync, including: ■ All entries in your Lotus Notes Calendar ■ Entries in your Lotus Notes Calendar from the last two months ■ Entries in your Lotus Notes Calendar from any specified time frame You also can decide not to sync your Calendar.
Chapter 2 You also can decide not to sync your To Do. Memo Pad (Palm only) overview Note that application names differ slightly on different devices. On newer Palm devices, the Memo Pad application is called Memo. See Table 4-1, “Application names on different device platforms,” on page 63. Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can synchronize the Memo Pad application on your Palm OS device with your choice of Lotus Notes databases on your Desktop.
CHAPTER 3.
Chapter 3 Overview Once you install Pylon Conduit and Pylon Pro from iAnywhere Solutions, using Pylon is as easy as setting your personal preferences and syncing. To help you with the installation process, we suggest that you print out this chapter on installing so that you can refer to it as you move through the installation process. The sequence of steps and how they are performed is critical, and running the installer is only one step in the installation process.
Installing Before you install Before you install Pylon, perform the steps outlined in the following sections. Tasks for existing Pylon users The Pylon installer cannot directly upgrade an existing Pylon installation. If you already have an earlier version of Pylon installed, complete the tasks below before installing Pylon Conduit or Pylon Pro Version 5.4.
Chapter 3 Note This includes the 4.03C version of Pylon Conduit. If you are running an earlier version of Pylon software, including any version of Pylon Conduit, Pylon Pro, or Pylon Application Server, do the following: ■ Sync your device a final time to back up your data. ■ Uninstall the old version from both your desktop and your device.
Installing Installing Pylon Once you have followed the steps outlined in the section, “Before you install” (page 37), you are ready to move on to installing Pylon Conduit or Pylon Pro on both your desktop computer and your mobile device. When you are installing Pylon you will be prompted to choose from one of two install options: ■ Typical Installs all conduits: Mail, Calendar, Address Book, To Do, Memo Pad (Palm OS only), and Expense (Palm OS only).
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. 4. Click Next to continue. The Pylon License Agreement panel appears. 40 / iAnywhere Solutions, Inc.
Installing 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.
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.
Installing Figure 3-4 Pylon installer Select Internet Security Option panel 8. Select the Internet security option that you want Pylon to use. Pylon will use the method you select to send your Lotus Notes user name and domain name to the iAnywhere access key server, and then to send the generated license key back to your PC, where it is placed into the notes.ini file and the Pylon Configuration database. ■ ■ Secure Internet communication — uses SSL and HTTPS to secure the information.
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. At this point, the installer panel specific for your mobile device platform is displayed. If you are installing for a Palm device the Select Palm Users panel is displayed. 44 / iAnywhere Solutions, Inc.
Installing Figure 3-6 Pylon installer Select Palm Users panel Select one or more Palm users that you want to enable, then click Next to display the installer Choose Destination Location panel — continue with step 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.
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. Just click Next if the default location is acceptable, or click Browse... to choose a different destination folder for Pylon, then click Next. The Pylon installer Select Program Folder panel appears. 12.
Installing ■ ■ Click Yes to start Lotus Notes and open the Pylon Configuration database so that you can configure Pylon to work best for your specific mobile needs. See “Configuring Pylon” (page 48). Click No to configure Pylon later. 18. After you exit Lotus Notes, or after clicking No above, the last Pylon installer panel, InstallShield Wizard Complete, is displayed. Click Finish to complete the installation process. The Pylon installer completes the installation process.
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). To modify the default settings for your Lotus Notes applications, see CHAPTER 4., “Configuring basic PIM sync settings”.
Installing Modifying your Pylon installation If you need to change any of the settings you specified when you installed Pylon Conduit or Pylon Pro, you can do so easily by running the installer again. The Pylon installer detects the previous Pylon Conduit or Pylon Pro, Version 5.4.1 installation and uses all its settings as the default values when it presents its series of panels. You may change any setting you need to.
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. Continue with step 6 in the main “Installing Pylon” (page 39) instructions.
Installing Repairing your Pylon installation If you suspect that a file supporting your Pylon installation may have become corrupted, you can use the Pylon installer to repair any damaged files while preserving all of your installation settings. Caution When you do a Repair install, all of your manual configuration settings are changed back to the defaults.
Chapter 3 Uninstalling Pylon To uninstall Pylon software completely, you must uninstall it from both your desktop computer and your mobile device. Uninstalling Pylon from your desktop computer Note When you installed Pylon on your desktop computer, any Palm conduits that had been enabled prior to installation were disabled when the installer enabled the corresponding Pylon conduits.
Installing Uninstalling older versions for Pocket PC OS Follow these instructions to remove both Pylon Conduit and Pylon Pro for Pocket PC. To uninstall older versions for Pocket PC OS: 1. Click Start|Settings|Control Panel. 2. Click Add/Remove Programs. 3. Select Pylon for Pocket PC, Desktop Edition (5.3), Pylon for Pocket PC (4.03C), or Pylon Conduit (4.02C). 4. Click Remove, then click Yes to confirm the uninstall. 5.
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. Tap Start|Settings. 3. Tap the System tab. 4. Tap Remove Programs. The Remove Programs screen appears. 5. Tap Pylon, tap Remove, then tap Yes. 6. If you have installed Pylon Pro, tap Pylon Pro, tap Remove, then tap Yes. 7. Tap OK. 8. Tap Start|Programs. 9.
“Configuring basic PIM sync settings” (page 57) “Customizing Pylon” (page 71) “Accessing PIM applications on your device” (page 97) Syncing Lotus Notes PIM applications Syncing Lotus Notes PIM applications
CHAPTER 4.
Chapter 4 Overview of configuration tasks and documentation PIM configuration task checklist Use the following checklist when modifying the sync options for each Lotus Notes PIM application. ! Determine what you want Pylon to do with the PIM application. With Mail, for example, if you sync frequently, you may need only your unread Mail from the last seven days on your device. Or, you may decide that you do not need to sync Mail, either permanently or temporarily.
Configuring basic PIM sync settings ■ If you need to sync additional Calendars, Address Books, To Do Lists, or Expense databases, instructions are provided in the next chapter, in “Syncing additional application databases or views” (page 91). ■ 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.
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). Opening the Pylon Configuration Database To open the Pylon Configuration Database: 1. Open Lotus Notes. 2. Click File|Database|Open.
Configuring basic PIM sync settings Figure 4-2 Pylon Configuration Database The Pylon Configuration Database consists of two Views: ■ Configurations: Choose this View to access and edit your Pylon Configuration document. Settings in the Pylon Configuration document determine the general behavior of your Lotus Notes PIM and, if you have Purchased Pylon Pro, of your custom database conduits. ■ Filters: Choose this View to access and edit all of your available Pylon filters, or to create new filters.
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.
Configuring basic PIM sync settings Table 4-1 Application names on different device platforms Plyon Configuration Document Pocket PC Older Palm OS devices* Newer Palm OS devices* Mail Inbox Mail Mail Calendar Calendar Date Book Calendar Address Book Contacts Address Contacts To Do List Tasks To Do List Tasks Expense (not available) Expense Expense Memo Pad (not available) Memo Pad Memo * “Newer Palm OS devices” are palmOne devices with Palm OS 5.2.1 or later.
Chapter 4 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. 3. In your configuration document, check the box beside the icon for the PIM application you want to enable. A check in the box indicates the application is enabled.
Configuring basic PIM sync settings Setting the sync Action There are four synchronization actions from which you can choose. Table 4-2 describes in detail what happens with the information on your device and data on your desktop when you sync. Table 4-2 Sync Action options Icon* Action Description Use When...
Chapter 4 Tip 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. To change the sync action for a PIM application: 1. Open the Pylon Configuration Database. For instructions, see “Accessing Pylon on your desktop computer” (page 60). 2.
Configuring basic PIM sync settings Choosing a sync filter Pylon software comes with several pre-defined sync filters for each PIM application. Table 4-3 describes the pre-defined sync filters that are available. When you use one of these filters to further define your sync options for a PIM application, you may not need to specify any additional Lotus Notes or device specifications. Table 4-3 Pre-defined sync filter options Filter Choose this filter to...
Chapter 4 Filter Choose this filter to... To Do List* My Tasks (default) Synchronize items in your Lotus Notes To Do List and your mobile device To Do List (Palm) or Tasks (Pocket PC) application. Memo Pad (Palm OS only) My Drafts (default) Synchronize all items in your Lotus Notes Mail Drafts folder and Palm OS device Memo Pad application. My Journal Synchronize items in a Journal database of Lotus Notes and Palm OS device Memo Pad. Note: The Journal database (journal.
Configuring basic PIM sync settings 5. From the Keywords list, click the name of the new filter. 6. Click OK. The panel closes and you return to your configuration document. 7. Click Save and Close to save your changes and exit your configuration document, or continue making changes. Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.
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CHAPTER 5.
Chapter 5 Making a copy of a sync filter If you wish to create a new sync filter based on the settings in an existing filter, you may make a copy of the existing filter and then make changes to the copy. There are two reasons why you might want to make a copy of a sync filter: ■ Preserve the original filter settings in case you want to restore them later. ■ Sync additional databases for the same application, with slightly different filter settings for each.
Customizing Pylon To modify the copy of the sync filter that you just created, see “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.
Chapter 5 Customizing a sync filter Filters determine the specific databases that are accessed during a sync, and the specific information that is synchronized from each individual Lotus Notes PIM and custom database. If none of the pre-defined sync filters allows you to sync an application exactly the way that you want to, you can customize a filter to better meet your needs. Caution To be safe, make a copy of any pre-defined filter and then modify the copy.
Customizing Pylon Figure 5-2 All available filters Note The above screen shows a Pylon Pro installation for a Palm device. If you have licensed Pylon Conduit, you will not see the “PylonPro” application entry. To make changes to a PIM application sync filter, continue with the following section, “Making generic changes to a sync filter” (page 76). to make changes to a PIM application sync filter.
Chapter 5 Caution ■ To override a default, enter the appropriate Lotus Notes field name next to the device field name. ■ The Lotus Notes field name that you enter must be a valid field name in the database specified in the Lotus Notes Configuration section. ■ You can enter an asterisk (*) to prevent a field from being mapped. If you enter an asterisk for the field name, the data will not synchronize in either direction for the field.
Customizing Pylon Figure 5-3 Generic filter settings, shown on My Inbox Mail filter The figure above shows the first three sections of the filter configuration document for a Mail filter. Filter configuration screens for for all PIM applications look very similar in these first three sections, which are covered in sequence in the steps that follow. The few differences are noted in the detailed instructions.
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. Give your filter copies descriptive Titles that let you easily identify them in Filter View. Lotus Notes Configuration section 4.
Customizing Pylon your device. When the sync Action is set to Synchronize the files, if device Calendar or Task events have dates that are outside of the range of the formula, they will still be synced to Lotus Notes when they are first encountered. However, on the very next sync they will be deleted from the device. ■ ■ Form: Select or enter the form name. Click on the drop-down arrow to display a Keyword list of known forms in the current database.
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. Note Categories are handled similarly in both Lotus Notes and in Pocket PC OS applications — both support zero or more categories.
Customizing Pylon the second sync recordA will be removed from device, since it originated in Notes. This functionality only applies to calendar and tasks. On Palm, configure the device Security application to show or hide Private Records. For instructions on how to mark records as private on Palm OS, see “Marking the record private” (page 174).
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. ■ Attachment types to sync: - Word: Check to enable, uncheck to disable, syncing of Microsoft Word (*.doc and *.rtf) attachments.
Customizing Pylon Note On all platforms, the Attachment types to sync settings apply only to messages downloaded to the mobile device in a sync. Any attachments to messages uploaded from the mobile device are always processed as is, regardless of file format. When append as text is selected for Word attachments, any text causing the message to exceed the operating system’s maximum message size will be truncated.
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. Make changes as necessary to the Calendar Configuration section, which contains these fields.
Customizing Pylon add handheld info to Notes doc - keep the Notes version, but update it by adding data from the handheld version to the Notes field Custom Field Mapping section 3. Leave this section as is, unless you are a Lotus Notes expert. See “Making changes to Custom Field Mapping” (page 75) for an explanation of this advanced feature. Caution Do not change the default field mappings for Start Date and End Date — you must leave these fields blank.
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 85). 3.
Customizing Pylon 1. Display the filter configuration document for the To Do List filter you wish to modify. Detailed instructions are provided in the first few steps in “Making generic changes to a sync filter” (page 76). To Do List Configuration section 2. Make changes as necessary to the To Do List Configuration section, which contains these fields. ■ Conflict Resolution: Click the drop-down arrow to display a Keyword list of conflict resolution choices.
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. Display the filter configuration document for the Memo Pad filter you wish to modify. Detailed instructions are provided in the first few steps in “Making generic changes to a sync filter” (page 76). Memo Pad Configuration section 2.
Customizing Pylon 2. For Database, click the drop-down arrow and select Journal.nsf from the list of keywords. Note The Journal database (journal.nsf) is manually installed on Lotus Notes Client installations for versions 4.6 or later. To create a Journal database, click File|Database|New in Lotus Notes, then select the Personal Journal template to create the new database. Name the database journal.nsf. 3.
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.
Customizing Pylon 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. Table 5-1 shows the total number of databases supported for each PIM application on Palm OS and Pocket PC OS.
Chapter 5 Follow the steps in each of the following tasks to implement an additional database or view for an application.
Customizing Pylon 5. Under the heading for the application, double-click the name of the filter that you just made a note of. The filter information is displayed in a filter configuration screen. 6. Make sure the Category Sync field contains a unique name. If Category Sync is blank, enter a unique name now — for instructions on modifying a filter, see “Making generic changes to a sync filter” (page 76). If Category Sync has an entry, make a note of the name now.
Chapter 5 additional database or view is “Pylon 2”; the second additional database or view is “Pylon 3”; and so on. Tip Use a name that describes the source of this additonal database. for example, if the additional database or view is for your manager’s calendar, you might call it “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.
Customizing Pylon 7. Set the synchronization Action for all the databases and views for the application. In the synchronization Action column of the row for the application’s additional database or view, select Desktop overwrites handheld. 8. Click Save and Close to save your changes and exit the Pylon Configuration document. Syncing your device 1. Sync your device. For instructions, see “Accessing Pylon on your Pocket PC OS device” (page 98) or “Accessing Pylon on your Palm OS device” (page 112). 2.
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CHAPTER 6.
Chapter 6 Accessing Pylon on your Pocket PC OS device Syncing your Windows Mobile 5 device Note If you have previously been using Pylon on a Pocket PC OS device, the Windows Mobile 5 procedure for syncing is entirely different. You must now use the Pylon icon in the system tray instead of ActiveSync. To access Pylon on your Windows Mobile 5 device by syncing manually: 1.
Accessing PIM applications on your device Figure 6-1 ActiveSync Options dialog box 4. Make sure the box beside Pylon is checked. 5. Click OK. 6. Initiate a sync. Note There are several ways to initiate a sync, depending on how you have your ActiveSync settings configured. If you are having problems initiating a sync, refer to Microsoft’s documentation. 7. If prompted, enter your Lotus Notes password to complete the sync.
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. Sync your device. For instructions, see “Syncing other Pocket PC OS devices not running Windows Mobile 5” (page 98). 2. On your device, tap Start|Inbox. On some devices you may need to tap Start|Programs|Inbox. The Inbox application appears.
Accessing PIM applications on your device Using Calendar on Pocket PC OS Note that application names differ slightly on different devices. On older Palm devices, the Calendar application is called Date Book. See 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.
Chapter 6 Lotus Notes Item Pocket PC item Different representation on Pocket PC OS device Required (to) Attendees Stored in on-device Attendees field. Required vs. Optional vs. FYI Invitees are not distinguished on device. From device to Lotus Notes, all changes to Attendees field map back into Lotus Notes Required (to) field. Optional (cc) Attendees Stored in on-device Attendees field. Required vs. Optional vs. FYI Invitees are not distinguished on device.
Accessing PIM applications on your device Lotus Notes Item Pocket PC item Different representation on Pocket PC OS device Resources — Stored in on-device Location field. Note: Changes in the Location field on device are ignored in a synchronization. Exception: If the event is created on the device, the Location field syncs to Lotus Notes in the first sync only, but no information about resources syncs to the Resources field. Categorize Categories (No difference from Lotus Notes.
Chapter 6 Lotus Notes Item Pocket PC item Different representation on Pocket PC OS device attachments — Not supported — attachments to events in Lotus Notes do not appear when event syncs to device — event spanning days From device to Lotus Notes, any appointment with an end-date/time that spans midnight is truncated at 11:55PM. Pocket PC OS devices do not support time-specified events that span midnight. Pocket PC OS devices do support All Day appointments that span multiple days.
Accessing PIM applications on your device Lotus Notes Item Pocket PC item Different representation on Pocket PC OS device Repeats Occurs Settings in Lotus Notes and on device are comparable, until individual instances in a series are modified. Daily Every weeks (No difference from Lotus Notes) Weekly Every (No difference from Lotus Notes) Monthly by Date Day of every month(s) (No difference from Lotus Notes) Monthly by Day The <1st, 2nd...
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: Tip ■ To create a Lotus Notes All Day Event, create an Appointment and set Type to All Day. ■ To create a Lotus Notes Anniversary, create an Appointment and set set Type to All Day and set Occurs to Every . ■ To create a Lotus Notes Appointment, create an Appointment with no Attendees.
Accessing PIM applications on your device Accessing your Calendar on Pocket PC To access Calendar on your Pocket PC OS device: 1. Sync your device. For instructions, see “Syncing other Pocket PC OS devices not running Windows Mobile 5” (page 98). 2. On your device, tap Start|Calendar. The Calendar application appears. You will see your Lotus Notes Calendar entries there. Note Any note in a Calendar entry you create on your device will be truncated in Lotus Notes to 32K. This is a Lotus Notes limitation.
Chapter 6 To access additional Address Books on your device: 1. Tap Start|Contacts. The Contacts application appears. 2. 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. Using To Do List on Pocket PC OS Note that application names differ slightly on different devices. On newer Palm devices and Pocket PC devices, the To Do List application is called Tasks.
Accessing PIM applications on your device Lotus Notes Item Pocket PC item Different representation on Pocket PC OS device Description Notes (No difference from Lotus Notes) Assign To — Assign To is not supported. Mark Private Sensitivity = Private (No difference from Lotus Notes) Notify me Reminder From device to Lotus Notes, the Lotus Notes “Notify me” setting is set relative to the device Start time.
Chapter 6 Lotus Notes Item Pocket PC item Different representation on Pocket PC OS device Yearly Yearly; Every -orYearly; The <1st, 2nd... last> of (No difference from Lotus Notes) Custom Occurs: Edit pattern Custom repeating pattern of events from Lotus Notes appear as individual To Do items on on the device, with no connection to the series — you must modify or delete them individually.
Accessing PIM applications on your device Accessing To Do List on Pocket PC 1. Sync your device. For instructions, see “Syncing other Pocket PC OS devices not running Windows Mobile 5” (page 98). 2. On your device, tap Start|Tasks. The Tasks application appears. You will see your Lotus Notes To Do List entries there. If you organize your To Do List entries by categories, tap the Categories drop down list and select the category to view your To Do List entries.
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 application” (page 64). 2. Initiate a sync. 3. If prompted, enter your Lotus Notes password to complete the sync. Tip You can prevent the password prompt dialog box from appearing during future syncs by changing a setting in Lotus Notes.
Accessing PIM applications on your device Accessing additional Mail databases on Palm OS A single Mail database automatically syncs messages to your Palm Mail application’s Inbox. With multiple Mail databases, messages from the additional databases sync to your Palm Mail application’s Drafts and Filed folders. Which Mail database syncs to which Palm Mail folder depends on how you set up the filters for the Mail databases.
Chapter 6 Using Calendar on Palm OS Note that application names differ slightly on different devices. On older Palm devices, the Calendar application is called Date Book. See 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.
Accessing PIM applications on your device Lotus Notes Item Calendar item Different representation on Palm OS device FYI (bcc) Note Stored in on-device Note field.* Required vs. Optional vs. FYI Invitees are not distinguished on device. Chair Note Stored in on-device Note field* if, on your Calendar filter, you select the View Chairperson checkbox. Location Location Palm OS versions prior to 5.2.1: Stored in on-device Note field.* Palm OS version 5.2.
Chapter 6 Lotus Notes Item Calendar item Different representation on Palm OS device FYI (bcc) Note Stored in on-device Note field.* Required vs. Optional vs. FYI Invitees are not distinguished on device. Chair Note Stored in on-device Note field* if, on your Calendar filter, you select the View Chairperson checkbox. Location Location Palm OS versions prior to 5.2.1: Stored in on-device Note field.* Palm OS version 5.2.
Accessing PIM applications on your device Lotus Notes Item Calendar item Different representation on Palm OS device Categorize Categories Only available on newer Palm devices (palmOne devices with Palm OS 5.2.1 or later); only one category is support on those devices — the first category from Lotus Notes is used. Notify me Alarm Only available on newer Palm devices (palmOne devices with Palm OS 5.2.1 or later).
Chapter 6 Lotus Notes Item Calendar item Different representation on Palm OS device Meeting event Event with attendees listed in on-device Notes field.* All Day Event event Event with No Time specified. Note: All Day option on Palm sets time to 8:00 a.m. to 6:00 p.m., which syncs to Lotus Notes as an Appointment. Reminder event Event with Start Time and End Time that are the same. Anniversary event Event that repeats yearly and has no Start Time or End Time.
Accessing PIM applications on your device Lotus Notes Item Calendar item Different representation on Palm OS device Custom — Custom repeating pattern of events from Lotus Notes appear as individual events on on the device, with no connection to the series — you must modify or delete them individually.
Chapter 6 ■ Do not create an Anniversary in Lotus Notes that only occurs one time — it will be duplicated when it syncs to the device. ■ To create a Lotus Notes Appointment, create an event with Start Time and End Time that are different. ■ To create a Lotus Notes Meeting, create an event and add attendees to the Note field. Note that these attendees will appear only in the Lotus Notes Description field, when you sync them back to Notes.
Accessing PIM applications on your device invitees, you must manually send them an email asking them to manually delete the event from their Calendars. ■ Dates after 2031 in Lotus Notes may not sync to your device as expected: ■ ■ ■ ■ Any event that starts after 2031 is completely ignored. A repeating series of events with 51 or fewer occurrences will drop any events occurring after 2031. A repeating series of events that has more than 51 occurrences is treated as having no end date on your device.
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 Configuration Database. For instructions, see “Disabling or enabling a PIM application” (page 64). 2. Initiate a sync. 3. Tap the Applications silk screen button on your device. 4. Tap the Date Book icon. The Calendar application appears. You will see your Lotus Notes Calendar entries there.
Accessing PIM applications on your device Accessing Pylon Select 1. On a Palm device, tap the Applications silk screen button. The Applications screen appears. Figure 6-3 Pylon Select Icon on the Applications Screen 2. Tap the Pylon Select icon. 3. The Pylon Select application appears. Figure 6-4 Pylon Select on a Palm Device Switching between databases In the Pylon Select application, tap on the name of a Calendar to open the database in the Palm Date Book application.
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.
Accessing PIM applications on your device Using Address Book on Palm OS Note that application names differ slightly on different devices. On newer Palm devices and on Pocket PC devices, the Address Book application is called Contacts. See Table 4-1, “Application names on different device platforms,” on page 63. 1. Sync your device. For instructions, see “Syncing other Pocket PC OS devices not running Windows Mobile 5” (page 98). 2. Tap the Applications silk screen button on your device. 3.
Chapter 6 Using To Do List on Palm OS Note that application names differ slightly on different devices. On newer Palm devices and Pocket PC devices, the To Do List application is called 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.
Accessing PIM applications on your device Lotus Notes Item Table 6-5 Repeating To Do events in Lotus Notes and on newer Palm OS devices* Palm item Different representation on Palm OS device Assign To — Not supported. You can make a note to yourself in the device Note field if you want to assign the task to someone else, but that information remains in the Lotus Notes Description field when you sync back to Notes. Mark Private Private (No difference from Lotus Notes) attachments — Not supported.
Chapter 6 Lotus Notes Item Palm item Different representation on Palm OS device Custom Occurs: Edit pattern Custom repeating pattern of items from Lotus Notes appear as individual To Do items on on the device, with no connection to the series — you must modify or delete them individually. Exceptions for weekends individual To Do item in series moved to avoid weekend Treated as Custom in sync; individual To Do items appear on device, with no connection to the series.
Accessing PIM applications on your device Accessing your To Do List on Palm OS 1. Sync your device. For instructions, see “Syncing other Pocket PC OS devices not running Windows Mobile 5” (page 98). 2. Tap the Applications silk screen button on your device. 3. Tap the To Do List icon. Accessing additional To Do Lists on Palm OS For instructions on how to configure Pylon to sync additional To Do Lists, see “Syncing additional application databases or views” (page 91).
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. See “Syncing additional application databases or views” (page 91) for details.
“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) Syncing custom databases (Pylon Pro only) Syncing custom databases (Pylon Pro only)
CHAPTER 7.
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.
Syncing custom databases Creating a Pylon Pro filter to sync a custom database With Pylon Pro, you create a new filter for each custom Lotus Notes database that you want to sync. Each custom database on your device represents only one View from the Lotus Notes custom database that you are syncing to.
Chapter 7 Figure 7-2 Filter configuration document 4. Enter a title for your new filter in the Title field. Following are some useful guidelines for filter titles: ■ ■ ■ Tip All filters must have a title. The filter title should be unique to avoid duplication and possible sync errors. Filter titles are limited to a maximum of 128 characters. It is a good idea to give the filter the same name as the custom database or View that you plan to sync.
Syncing custom databases Notes server where the Lotus Notes database (for example, /) is located. ■ ■ Note Database: Select or enter the name of the Lotuus Notes custom database name-path that should be used for synchronization. Click on the drop-down arrow to display a Keyword list of known name-paths. View or Formula: Select or enter the View or folder name, or enter a selection formula to designate which documents in Lotus Notes should be used for syncing.
Chapter 7 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. ■ ■ ■ Notes Category: Enter Lotus Notes field names to designate which notes fields should be used to create categories on the Palm OS device.
Syncing custom databases Enabling or disabling Pylon Pro 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. 4. In your configuration document, check the box beside the Pylon Pro icon. A check in the box indicates the application is enabled. No check and a gray icon indicates the application is disabled.
Chapter 7 Selecting a Pylon Pro sync filter Once you have created one or more Pylon Pro filters to sync custom databases, you activate them by selecting them in your configuration document, then setting the sync Action. If you have not yet created any Pylon Pro filters, see “Creating a Pylon Pro filter to sync a custom database” (page 135) for instructions. To select a Pylon Pro sync filter: 1. Open the Pylon Configuration Database.
Syncing custom databases Setting sync action Sync actions determine the general sync behavior of Pylon Pro filters. There are four sync options to choose from for each filter you choose to sync: ■ Synchronize the files ■ Handheld writes to Desktop ■ Desktop overwrites Handheld ■ Do Nothing These four options are explained in detail in Table 4-2, “Sync Action options,” on page 65.
Chapter 7 Making changes to a Pylon Pro sync filter Make changes to an existing Pylon Pro sync filter in order to: ■ Sync a custom database located on a different server ■ Sync a different View within the same database ■ Make other changes to either the Lotus Notes or the mobile device configuration of an exisiting 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.
Syncing custom databases for a Pylon Pro filter has the same general layout. The default settings for the Sample 1 filter are shown below. Figure 7-7 Pylon Pro Sample 1 filter, default settings 5. Make changes to the Lotus Notes Configuration, Pylon Pro Configuration, and Device Configuration settings to suit your needs. For detailed descriptions of the individual filter document settings, see “Creating a Pylon Pro filter to sync a custom database” (page 135). 6.
Chapter 7 Enabling additional databases By default, Pylon Pro is set up in the configuration document to sync up to four custom databases or database views. If you need more, however, you can enable syncing with up to 20 custom databases or database 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.
Syncing custom databases De-activating and re-activating a custom database You can activate or deactivate a custom database using the sync Action setting in your configuration document in the Pylon Configuration database. This option is useful in managing the amount of Notes information you sync to your device. For example, if you have not made any changes to your database since your last sync, you can deactivate it to reduce sync time and free memory on your device.
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CHAPTER 8.
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. To sync multiple Views from the same database, you create a separate filter for each View, which then appears as a separate database on your Pocket PC OS device.
Working with custom databases on a Pocket PC OS device Installing custom databases on a Pocket PC OS device Custom databases are installed on your Pocket PC OS device when, after configuring a Pylon Pro conduit, you perform a Desktop overwrites Handheld sync operation. Configuring a conduit consists of the following steps: ■ Creating a filter that maps to a custom database.
Chapter 8 Navigating custom databases on a Pocket PC OS Device Pylon Pro is installed on the device when you perform a sync operation after enabling the conduit. 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 133).
Working with custom databases on a Pocket PC OS device ■ Number of records: The number of records currently in the database is displayed at the top right corner of the box. 2. Tap View|List View. The screen switches from Workspace view to database List View. Figure 8-2 Pylon Pro database List View on Pocket PC OS 3. Tap View|Workspace View to return to Workspace View. 4. Tap an individual database. The database opens in record List View, with all individual database records listed.
Chapter 8 5. Scroll through the list of records manually using the scrollbar, or directional pad, or type in the Lookup field to navigate automatically 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.” 6. From the record List View, tap an individual record. The individual record opens in Read View. Figure 8-4 Read View on a Pocket PC OS device 7. From the Read View of an individual record , tap Edit.
Working with custom databases on a Pocket PC OS device 8. Tap OK to return to the database List View, then tap OK again to return to the Pylon Pro Workspace View. Changing column attributes The default column layout in the record List View corresponds directly to the design of the Lotus Notes database View upon which it is based. The default layout defines how many columns are to be displayed (between 1 and 4) and which field will appear in which column.
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. The default layout defines how wide each column should initially be in relation to other columns. 154 / iAnywhere Solutions, Inc.
Working with custom databases on a Pocket PC OS device Making changes to custom databases on a Pocket PC OS device Creating a new record 1. From the List or Read View of a database, tap New. A new blank record opens in the Edit View. 2. Make changes to the database record. 3. Tap OK. to save the new record and return to the database List View. Editing a record 1. From the List View of a database, tap the the record you wish to edit. The record opens in Read View. 2. Tap anywhere in the body of the record.
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. Entering text To type in text fields: 1. From the Edit View of a database record, tap in the text field you wish to edit. 2. Use the virtual Keyboard to enter or edit text, then tap OK. to save your changes and return to the database List View.
Working with custom databases on a Pocket PC OS device Editing date fields 1. From the Edit View of a database record, tap on the drop-down arrow to the right of a date data field. A scrollable calendar opens. Figure 8-7 Date field calendar on a Pocket PC OS device 2. Tap Today to select the current date, or use the right and left arrows to scroll to the month you want, then tap on the specific day you want to set. The calendar closes, and the new date appears in the Date field.
Chapter 8 Deleting a database You can delete databases from the Pylon Pro Workspace View on your 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. A popup menu appears. Figure 8-8 Delete database popup on a Pocket PC OS device 2. Select Delete DB... from the popup menu. 3. Tap OK to confirm deletion.
CHAPTER 9.
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. To sync multiple Views from the same database, you create a separate filter for each View, which then appears as a separate database on your Palm OS device.
Working with custom databases on a Palm OS device Installing custom databases on a Palm OS device Custom databases are installed on your Palm OS device when, after configuring a Pylon Pro conduit, you perform a Desktop overwrites Handheld sync operation. Configuring a conduit consists of the following steps: ■ Creating a filter that maps to a custom database. For instructions, see “Creating a Pylon Pro filter to sync a custom database” (page 135) ■ Selecting the filter in your configuration document.
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). Opening Pylon Pro on a Palm OS device 1. Tap the Applications silk screen button. The Applications screen appears. Figure 9-1 Pylon Pro icon on Palm OS applications screen 2. Tap the Pylon Pro icon. The Pylon Pro Workspace appears.
Working with custom databases on a Palm OS device Navigating custom databases in the Pylon Pro Workspace By default, the Pylon Pro Workspace is the initial screen that appears when you run the Pylon Pro application for the first time. Note If no databases are loaded, then a No custom databases installed message displays in the Workspace.
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. To open a custom database in List View: 1. In the Pylon Pro Workspace, tap an individual database.
Working with custom databases on a Palm OS device Figure 9-5 Pylon Pro Columns dialog box 3. Tap the # of columns you wish to view. Choosing less than 4 columns will disable unused column field selectors. 4. Tap Column 1, Column 2, Column 3, and Column 4 as necessary to reassign the field mapping for that column, choosing new field mappings from the pop-up list. 5. Tap OK to effect the changes and return to the List 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. From the List View of a database, tap the down arrow in the upper right-hand corner of the screen. The Categories pop-up list appears. 2. Select a category: ■ All indicates that all record items should be displayed.
Working with custom databases on a Palm OS device Figure 9-6 Sample Database Record item in Read View The tile shown in the upper left corner of the screen is the name of the Lotus Notes form that was selected for this database in the Pylon Pro conduit Configuration form. The category name assigned to this record is displayed at the upper right corner of the screen. All record data, other than Note and Image, is displayed as label and data fields.
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 2. If the Help description is too large for the banner, tap on the Help banner. A Tips dialog box appears with the full help description. Figure 9-8 Full help in the Tips dialog box 168 / iAnywhere Solutions, Inc.
Working with custom databases on a Palm OS device Making changes to custom databases on a Palm OS device ■ “Creating a new record” (page 169) ■ “Deleting a record” (page 169) ■ “Editing a record” (page 170) ■ “Working with notes” (page 170) ■ “Working with images” (page 171) ■ “Editing record fields” (page 172) ■ “Setting global preferences” (page 174) Creating a new record 1. From the List View of a database, tap New. A blank record form appears. 2. Fill out the form. 3. Tap Done.
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. Attaching and editing a note If you wish to attach a Note to a record or to edit a Note that is already attached, do the following: 1. From the Edit View of a database record, tap Note.
Working with custom databases on a Palm OS device Working with images The Image View is a special bitmap field attached individual records. It can be used to store one bitmap in any given Pylon Pro custom database record. Adding or editing an image 1. From the Edit View of a database record, tap Image. The Image View screen appears. 2. Edit the Image View screen using your stylus as a pen anywhere on the screen. By default, the Image View provides a black shade paintbrush of medium size. 3.
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. 2. Tap the Menu silk screen button. 3. Tap Edit.
Working with custom databases on a Palm OS device Editing information in a pop-up list 1. From the Edit View of a database record, tap on a pop-up list to display a list of choices. 2. Tap on the desired selection. 3. To clear the field, tap No selection. Editing checkbox fields 1. From the Edit View of a database record, tap on a checkbox field to display a list of choices. 2. Select or deselect the checkbox.
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. 2. Tap Options|Propterties. The Pylon Pro Entry Details dialog box appears. 3. Select Private, then tap OK. Setting global preferences Set the global preferences in the Preferences dialog box. To access the Preferences dialog box: 1.
Working with custom databases on a Palm OS device Using the Palm Find function with Pylon Pro You can use the Palm device Find function to search for any text string in a Pylon Pro database. To use the Palm Find function: 1. From the Pylon Pro Workspace, tap the Find silk screen button. The Find dialog box appears. 2. Enter a partial or full text string. 3. Click OK. A Find screen appears with all matches found. 4. Tap on any record item to open that record.
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Appendices “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) Appendices “Troubleshooting” (page 179)
Troubleshooting APPENDIX A.
Appendix A Troubleshooting: Installing Table A-1 Problems with installation Problem Possible cause/steps to take 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.” The access key that you entered during installation did not exactly match the access key provided by iAnywhere. In either case, do the following: 1. Check your information. 2.
Troubleshooting Troubleshooting: Upgrading Table A-2 Problems with upgrading Problem Your previous configuration settings do not appear when you access Pylon. Possible cause/steps to take If you are using a previous version of Pylon, you need to record manually any configuration settings from your Pylon Configuration Database (pyloncfg.nsf) that you want to save.
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. 2. Select the Usage view that seems best to view the messages.
Troubleshooting 3. In the Log Level list, select the number for the level of logging you want Pylon to perform: ■ 0 - none ■ 1 - errors and important status information (the default level) ■ 2 - level 1 plus warnings ■ 3 - level 2 plus debugging information ■ 4 - level 3 plus detailed informational messages 4. Click Save, or Save and Close, to save the new Log Level setting.
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\\pylon ■ Palm OS device: ...\\Pylon\pylon Problems with first sync Table A-3 Problems with your first sync Problem Possible cause/steps to take Your first sync is unsuccessful.
Troubleshooting Problem Possible cause/steps to take Your first sync is unsuccessful. When you access your Pylon configuration document in Lotus Notes, the correct User Name and License number are there. Pylon Conduit and Pylon Pro for Palm and Pocket PC creates your configuration document using your ActiveSync partnership name. Your ActiveSync partnership name should be listed in the Mobile Device field of your configuration document. To confirm these two names match, do the following: 1.
Appendix A Other problems with syncing Table A-4 Other problems with syncing Problem Possible cause/steps to take Your sync is unsuccesful. The Pylon Sync Log shows the error: Pylon has an invalid license If you receive this error message unexpectedly (because you had been syncing fine up until this point), it may indicate one of three things: ■ Your Lotus Notes user name has changed. ■ Your Pylon license number was accidentally modified in your Pylon Configuration database.
Troubleshooting Problem Possible cause/steps to take Every time you sync, you are prompted to enter your Lotus Notes user password. This problem can be solved by changing a setting in Lotus Notes: 1. Open Lotus Notes. 2. Click File|Tools|User ID. 3. Enter your Lotus Notes password when prompted. 4. Check the box beside Don’t prompt for a password from other Notes-based programs (Share these user ID password with theseNotes add-ins). 5. Click OK.
Appendix A Problem Possible cause/steps to take You have been syncing successfully with Windows XP or Windows 2003 on your desktop, then after installing a new application your attempt to sync hangs with: ■ Pocket PC OS - error message, “Trying to connect to Lotus Notes (# sec)...,” where # is counting the seconds that are passing without successfully connecting. ■ Palm OS - “"Syncing to Lotus Notes" dialog box displaying “Read User Info.” There is a DLL conflict between the js32.
Troubleshooting Troubleshooting: Accessing Pylon Configuration document Table A-5 Problems accessing your configuration document Problem Possible cause/steps to take When attempting to open your configuration document in Pylon, you encounter an Execution Security Alert dialog box. The Execution Security List is part of the Domino Security model, and cannot be bypassed without user intervention.
Appendix A Troubleshooting: Using Pylon with M-Business Anywhere client Table A-6 Problems using Pylon with M-Business Anywhere client Problem Possible cause/steps to take You install Pylon and M-Business Anywhere client one after another, but Pylon does not seem to be installed on the device. These two products work together, but you must install one, perform a sync, then install the other. If you do not sync in between, Pylon Conduit will not install correctly.
Setting up Pylon for multiple users APPENDIX B.
Appendix B Setting up Pylon for multiple Pocket PC OS users With Pylon Conduit and Pylon Pro from iAnywhere Solutions, multiple Pocket PC OS device users can access Lotus Notes PIM and, with Pylon Pro only, custom database information from the same desktop computer. Requirements Pylon supports syncing multiple Pocket PC OS devices to the same desktop computer under the following conditions: ■ Devices running Pocket PC OS version 3.0.
Setting up Pylon for multiple users 7. Create custom filters for each PIM application or custom database that the additional user will synchronize. In order to avoid confusion when working with multiple users nd multiple filters, it is a good idea to give the filters names that identify the user and the filter’s purpose, such as MMiller - Inbox, MLongust - Inbox.
Appendix B Setting up Pylon for multiple Palm OS users With Pylon Conduit and Pylon Pro from iAnywhere Solutions, multiple Palm OS device users can access Lotus Notes PIM and, with Pylon Pro only, custom database (Pylon Pro only) information from the same desktop computer. Requirements Pylon supports syncing multiple Palm OS devices to the same desktop computer under the following conditions: ■ Each user must be a registered user and have a valid Pylon license number or a valid corporate license number.
Setting up Pylon for multiple users 7. Select the additional user’s configuration in the view pane, then click Edit Configuration. 8. In the configuration document, select the new filters you created for each PIM application and Pylon Pro custom database. 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.
Appendix B 196 / iAnywhere Solutions, Inc.
Syncing from multiple desktop computers (Palm OS only) APPENDIX C.
Appendix C About Multi PC Support (Palm OS only) With Pylon Conduit and Pylon Pro from iAnywhere Solutions for Palm, you can synchronize your 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.
Syncing from multiple desktop computers (Palm OS only) Note ■ Transfer (via email or disk) a copy of the actual Pylon Configuration Database from Lotus Notes at your primary desktop location to Lotus Notes at the additional location. ■ Replicate the Pylon Configuration Database (pyloncfg.nsf) from a copy on a Lotus Notes server to the additional desktop location.
Appendix C 200 / iAnywhere Solutions, Inc.
Creating devicefriendly Notes databases APPENDIX D.
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.
Creating device-friendly Notes databases General design guidelines The following are some more general guidelines for creating devicefriendly custom databases for use with Pylon Pro. ■ Only one View and one Form per Pylon Pro database. ■ Each View may contain up to four columns (additional columns will be ignored by SmartDesigner). ■ Each Form may contain up to 128 fields (additional fields will be ignored by SmartDesigner).
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) A computed field formula that calculates each time a user creates, saves, or refreshes a document.
Creating device-friendly Notes databases Views Each Pylon Pro database on a Palm or Pocket PC OS device contains exactly one View. The View can contain up to four columns. For views with more than four columns, only the first four columns will end up in Pylon Pro. Each column must be linked to a field name that resides on the currently mapped form. Views are customizable on the device and Fields can be reassigned and column widths can be resized as you work.
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 Pylon Pro on device 206 / iAnywhere Solutions, Inc.
Creating device-friendly Notes databases Unsupported design objects Unsupported design objects will be ignored by SmartDesigner.
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. 208 / iAnywhere Solutions, Inc.
Implementing ondevice database lookups APPENDIX E.
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. Lookups are an extension to the keyword functionality. The database lookup field allows one database to treat any view in a Pylon Pro database as a user modifiable keyword list.
Implementing on-device database lookups Creating a lookup field in a Lotus Notes database When creating a lookup mapping, there are always two databases involved: the current database and the lookup database. In the example below, “Order” is the current database and “Customer” is the lookup database. Figure E-1 Creating a lookup field You can create a lookup field mapping by referencing within a local database form a column within a view of the lookup database.
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.
Implementing on-device database lookups Designing a bar code lookup database Pylon Pro has built-in support for the Symbol SPT1500 (or compatible) and its bar code scanning capability. Scanning is enabled from Pylon Pro's List View (other views are not enabled at this time). In this case, the current database form must contain a lookup field (or, if none is present, a text/numeric field).
Appendix E 214 / iAnywhere Solutions, Inc.
Custom field mapping on Palm APPENDIX F.
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. The rest of this appendix details Pylon’s default field mappings. 216 / iAnywhere Solutions, Inc.
Custom field mapping on Palm Default field mappings Table F-1 lists the field names from the Lotus Notes applications, with the field names in the corresponding Palm application to which Pylon maps them by default.
Appendix F Notes label* Notes field name Palm field name Custom 1 Custom 1 Custom 2 Custom 2 Custom 3 Custom 3 Custom 4 Custom 4 Note Body Comments Note Calendar Notes Category Categories Category Start Date StartDateTime Start Time Start Time End Date End Date EndDateTime End Time Subject Subject Subject Note Body Note Expense Notes Category Categories Category Body Note Date Type Payment Currency Amount Vendor City Attendees Note Mail Notes Category Categories Cate
Custom field mapping on Palm Notes label* Notes field name Palm field name From From From To SendTo To cc CopyTo CC bcc BlindCopyTo BCC Note Body Body Comments Memo Pad Notes Category Category Categories Note Body Note Category To Do List Notes Category Categories Category Due Date DueDateTime Due Date Completed CompletedDateTime Completed (any field with a valid date) Priority Importance Priority 1=1, 2=2, 3 or 4=3, 5=99 Description Subject Subject Note Body No
Appendix F 220 / iAnywhere Solutions, Inc.
Index Symbols $All 164 A access key 36 ActiveSync, see Microsoft ActiveSync Address Book installing conduit 39 overview 33 Palm OS device accessing additional databases 125 using 125 Pocket PC OS device accessing 111 accessing additional databases 107, 111 size limit 107 using 107 Application Server, see Pylon Application Server attachments Word and Excel email attachments on Palm OS 31 B bar code scanning designing a lookup database for 213 C Calendar 122 installing conduit 39 Lotus Notes size limit for
Index image 171 Lotus Notes custom databases 142 deleting a database on 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 disabling a conduit after installing 49 Do nothing sync Action, definition 65 documentation, overview 58 Domino Server running on different machine from Lotus Notes client 38 system requirements 30 do
Index K key, see license key L License Agreement dialog box 40 license key 36 invalid 42 license number, in Lotus Notes custom database 163 license, troubleshooting invalid license error 184 List View 174 accessing Read View from 166 changing column attributes in 153, 164 creating a new record from 169 enabling scanning from 213 resizing columns in 154, 165 restoring column defaults in 165 using categories in 166 lookup fields creating 211 editing 173 Lotus Domino Security model 189 Lotus Notes applicatio
Index switching to from Pocket PC 38 To Do List accessing 129 accessing additional databases 129 using 126–129 partnership, with Microsoft ActiveSync 38 password prompt dialog box 98, 99, 112 password prompt, Lotus Notes, removing 187 PIM applications accessing on your device 97–130 Palm OS 112–130 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
Index S sample database in Pylon Pro List View 164 sample Pylon Pro Workspace 163 sample signature in Pylon Pro Image View 171 Select Additional CE Devices 46 Select Palm Users 45 selecting text, on Pocket PC device 156 Send mail first 82 Server not responding error message 186 ServerSync, see Pylon Application Server Shading option 171 signature, creating in Pylon Pro 171 Symbol SPT1500 213 sync Action options table 65 setting 65 sync filters Address Book My Personal Address Book 67 My Personal Address Bo
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 U uninstalling Pylon 52–54 re-enabling Palm conduits after 52 upgrading 37, 181 users, multiple 192, 194 using 129 V Viewing Help for the User List Field 168 W Windows Mobile 5 device syncing 98 Word email attachments on Palm OS 31 226 / iAnywhere Solutions, Inc.
