Sybase Desktop manual

Desktop User Guide

Pylon Conduit and Pylon Pro

Version 5.4.1

Contents

Main Page Table of Contents Before you begin CHAPTER 1. About this guide. . . . . . . . . . . . . . . . . . . . . . . . . 17 Getting started CHAPTER 2. Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Syncing Lotus Notes PIM applications CHAPTER 4. Configuring basic PIM sync settings. . . . . . . . . . . . 57 CHAPTER 5. Customizing Pylon . . . . . . . . . . . . . . . . . . . . . . . .71 CHAPTER 6. Accessing PIM applications on your device . . . . . . 97 Syncing custom databases (Pylon Pro only) CHAPTER 7. Syncing custom databases . . . . . . . . . . . . . . . . . .133 CHAPTER 9. Working with custom databases on a Palm OS device 159 Appendices APPENDIX A. Troubleshooting . . . . . . . . . . . . . . . . . . . . . . 179 APPENDIX B. Setting up Pylon for multiple users. . . . . . . . . . 191 APPENDIX D. Creating device-friendly Notes databases . . . . . 201 APPENDIX E. Implementing on-device database lookups . . . . 209 APPENDIX F. Custom field mapping on Palm . . . . . . . . . . . . . 215 Page List of Tables Page List of Figures Page Page Page Page Page CHAPTER 1. About this guide Focus of this guide How this guide is organized Conventions Text conventions Graphics conventions Related publications Contacting iAnywhere Solutions Technical support Registering as a Named Contact Using the Sybase Online Support Services Application development customizing iAnywhere software Product information Feedback on documentation Page Page Page Page About Pylon Conduit and Pylon Pro About Pylon Conduit About Pylon Pro Installation, configuration, and security Components of Pylon Pylon Pro on your mobile device Synchronization between your desktop and your device System requirements Lotus Notes/Domino Server requirements Servers Templates Desktop computer requirements Supporting Word and Excel email attachments on Palm OS Overview of Lotus Notes applications in Pylon Mail overview Calendar overview Address Book overview To Do List overview Memo Pad (Palm only) overview Expense (Palm only) overview CHAPTER 3. Installing Installation checklist Before you install Tasks for existing Pylon users Sync with your current version of Pylon one last time Record your current Pylon configuration settings Uninstall other versions of Pylon Uninstall or disable other PIM conduits Make sure Domino Server is not running on the same machine Establish a partnership with ActiveSync (Pocket PC only) Installing Pylon Page Page Page Page Page Page Page Page Configuring Pylon Modifying your Pylon installation Page Repairing your Pylon installation Uninstalling Pylon Uninstalling Pylon from your desktop computer Uninstalling version 5.4.1 for Pocket PC OS or Palm OS Uninstalling older versions for Pocket PC OS Uninstalling older versions for Palm OS Uninstalling from your mobile device Uninstalling from a Pocket PC OS device Uninstalling from a Palm OS device Page Page Page Overview of configuration tasks and documentation PIM configuration task checklist Roadmap to Pylon configuration instructions Page Accessing Pylon on your desktop computer Opening the Pylon Configuration Database Opening your Pylon Configuration document Page Page Disabling or enabling a PIM application Setting the sync Action * Clicking the icon sets all of your applications to the associated sync Action. Page Choosing a sync filter Page Page Page CHAPTER 5. Customizing Pylon Making a copy of a sync filter Page Customizing a sync filter Displaying the list of Pylon filters Filters view of Pylon Configuration Database Making changes to Custom Field Mapping Making generic changes to a sync filter Filter Information section Lotus Notes Configuration section Device Configuration section Page Making Mail-specific changes to a sync filter Mail Configuration section Page Making Calendar-specific changes to a sync filter Calendar Configuration section Making Address Book-specific changes to a sync filter Making To Do List-specific changes to a sync filter To Do List Configuration section Custom Field Mapping section Making Memo Pad-specific changes to a sync filter Memo Pad Configuration section Making changes to the My Journal filter (Palmonly) Making Expense-specific changes to a sync filter (Palm only) Page Syncing additional application databases or views Making sure the first database or view has a unique Category Sync name in its filter Creating a new filter for the additional database or view Enabling the additional database or view with initial sync Action of Desktop overwrites handheld Syncing your device Changing the sync Action on the additional database or view Page CHAPTER 6. Accessing PIM applications on your device Accessing Pylon on your Pocket PC OS device Syncing your Windows Mobile 5 device Syncing other Pocket PC OS devices not running Wind ow s Mobile 5 Page Using Mail on Pocket PC OS Deleting Mail on Pocket PC OS Using Calendar on Pocket PC OS Working with Calendar events on your desktop and on your device Page Page Page Creating and modifying Calendar events on your device Page Accessing your Calendar on Pocket PC Accessing additional Calendars on Pocket PC OS Using Address Book on Pocket PC OS Accessing additional Address Books on Pocket PC OS Using To Do List on Pocket PC OS Working with To Do items on your desktop and on your device Page Page Accessing To Do List on Pocket PC Accessing additional To Do List databases on Pocket PC OS Accessing Pylon on your Palm OS device Syncing your Palm OS device Using Mail on Palm OS Deleting Mail on Palm OS Accessing additional Mail databases on Palm OS Using Calendar on Palm OS Working with Calendar events on your desktop and on your device Page Page Page Page Creating and modifying Calendar events on your device Page Page Accessing your Calendar on Palm Accessing additional Calendars on Palm OS via Pylon Select Page Page Using Address Book on Palm OS Accessing additional Address Book databases on Palm OS Using To Do List on Palm OS Working with To Do List on your desktop and on your device Page Page Accessing your To Do List on Palm OS Accessing additional To Do Lists on Palm OS Using Memo Pad on Palm OS Accessing additional Memo Pad databases on Palm OS Using Expense on Palm OS Accessing additional Expense databases on Palm OS Page Page CHAPTER 7. Syncing custom databases Custom database configuration task checklist Creating a Pylon Pro filter to sync a custom database Page Page Page Enabling or disabling Pylon Pro Selecting a Pylon Pro sync filter Setting sync action Making changes to a Pylon Pro sync filter Page Enabling additional databases De-activating and re-activating a custom database De-activating a custom database Re-activating a custom database Page Page Page Installing custom databases on a Pocket PC OS device Navigating custom databases on a Pocket PC OS Device Viewing custom databases on a Pocket PC OS device Page Page Changing column attributes Page Making changes to custom databases on a Pocket PC OS device Creating a new record Editing a record Deleting a record Attaching and editing an image Working with text Entering text Selecting text Editing functions Editing date fields Deleting a database Page Page Installing custom databases on a Palm OS device Navigating custom databases on a Palm OS Device Opening Pylon Pro on a Palm OS device Navigating custom databases in the Pylon Pro W ork space Navigating custom databases in List View Changing column attributes Resizing columns Restoring column defaults Using Categories Navigating the Pylon Pro Read View Navigating the Pylon Pro Edit View Viewing Built-in help for a field Making changes to custom databases on a Palm OS device Creating a new record Deleting a record Editing a record Working with notes Attaching and editing a note Deleting a note Working with images Adding or editing an image Deleting an Image Editing record fields Editing text fields Editing date fields Editing time fields Editing information in a pop-up list Editing checkbox fields Editing lookup fields Assigning the record to a category Marking the record private Setting global preferences Using the Palm Find function with Pylon Pro Deleting a database Page Page Page APPENDIX A. Troubleshooting Troubleshooting: Installing Ta ble A- 1 Problems with installation Troubleshooting: Upgrading Ta ble A- 2 Problems with upgrading Troubleshooting: Using the Pylon Log database Viewing log messages Changing the Log Level Page Troubleshooting: Syncing Problems with first sync Page Other problems with syncing Ta ble A- 4 Other problems with syncing Page Page Troubleshooting: Accessing Pylon Configuration document Ta ble A- 5 Problems accessing your configuration document Troubleshooting: Using Pylon with M-Business Anywhere client Page Setting up Pylon for multiple Pocket PC OS users Requirements Setup Instructions Page Setting up Pylon for multiple Palm OS users Requirements Setup Instructions Page Page Page About Multi PC Support (Palm OS onl y) Enabling Multi PC Support Copying your Pylon configuration Replicating your Lotus Notes databases and syncing Page Page About SmartDesigner General design guidelines Forms Views Icons Unsupported design objects Page Page About on-device database lookups Creating a lookup field in a Lotus Notes database Creating a lookup field mapping Retrieving additional fields Synchronization issues Designing a bar code lookup database Triggering a bar code scan for lookups Triggering a bar code scan for text/numeric values Page Page Page Default field mappings Page Page Page Index Symbols A B C E F G H I K L M N O R S T U V W