Navigating custom databases on a Palm OS Device | Sybase Desktop

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.

Figure9-1Pylon Pro icon on Palm OS applications screen

2.Tap the Pylon Pro icon.

The Pylon Pro Workspace appears.

Figure9-2

Pylon Pro

Workspace on a

Palm OS device

162 / iAnywhere Solutions, Inc.

Image 162

Sybase Desktop manual Navigating custom databases on a Palm OS Device, Opening Pylon Pro on a Palm OS device

Contents

Desktop User Guide Pylon Conduit and Pylon Pro VersionPage Table of Contents Installing Syncing Lotus Notes PIM applications Accessing PIM applications on your device Syncing custom databases Pylon Pro only Appendices Working with custom databases on a Pocket PC OS device Appendix B. Setting up Pylon for multiple users Overview Default field mappings Table of Contents IAnywhere Solutions, Inc List of Tables List of Tables 10 / iAnywhere Solutions, Inc List of Figures Memo Pad-specific filter settings List of Figures List of Figures 14 / iAnywhere Solutions, Inc Before you begin Page About this guide Focus of this guide How this guide is organized Conventions Text conventionsGraphics conventions Related publications Contacting iAnywhere Solutions Technical supportRegistering as a Named Contact Product information Application development customizing iAnywhere softwareUsing the Sybase Online Support Services Feedback on documentation Chapter 24 / iAnywhere Solutions, Inc Getting started Page Introduction About Pylon Conduit Installation, configuration, and securityAbout Pylon Conduit and Pylon Pro About Pylon Pro Pylon Pro on your mobile device Synchronization between your desktop and your device Desktop computer requirements System requirementsLotus Notes/Domino Server requirements Mobile device requirements Supporting Word and Excel email attachments on Palm OS Overview of Lotus Notes applications in Pylon Mail overviewCalendar overview Address Book overview To Do List overview Memo Pad Palm only overview Expense Palm only overview Installing Installation checklist Overview Uninstall other versions of Pylon Before you installRecord your current Pylon configuration settings Tasks for existing Pylon users Make sure Domino Server is not running on the same machine Uninstall or disable other PIM conduitsUninstall Pocket PC first if switching to a Palm device Establish a partnership with ActiveSync Pocket PC only Installing Pylon TypicalCustom Pylon installer Welcome panel 2Pylon installer License Agreement panel Pylon installer Select Lotus Notes Installation panel 42 / iAnywhere Solutions, Inc 4Pylon installer Select Internet Security Option panel 5Pylon installer Custom Pylon Setup panel 6Pylon installer Select Palm Users panel Pylon installer Select Additional CE Devices panel Installing Configuring Pylon Modifying your Pylon installation Pylon installer Welcome panel for maintenance install Repairing your Pylon installation Uninstalling Pylon Uninstalling Pylon from your desktop computerUninstalling 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 deviceUninstalling from a Palm OS device Syncing Lotus Notes PIM applications Page Configuring basic PIM sync settings Overview of configuration tasks and documentation PIM configuration task checklistRoadmap to Pylon configuration instructions Configuring basic PIM sync settings StartProgramsPylon for platformPylon Configuration Database Accessing Pylon on your desktop computerOpening the Pylon Configuration Database Click FileDatabaseOpen Opening your Pylon Configuration document Pylon Configuration Database 3Your Pylon configuration document Application names on different device platforms Disabling or enabling a PIM application Setting the sync Action Sync Action options 4Select Keywords panel Choosing a sync filter Filter Choose this filter to 68 / iAnywhere Solutions, Inc Configuring basic PIM sync settings Chapter 70 / iAnywhere Solutions, Inc Customizing Pylon Making a copy of a sync filter 1All available pre- defined filters Customizing Pylon Customizing a sync filter Making changes to Custom Field Mapping Making generic changes to a sync filter Filter Information section Double-clickFully Defined Options Lotus Notes Configuration section Device Configuration section 80 / iAnywhere Solutions, Inc Mail Configuration section Making Mail-specific changes to a sync filter Attachment types to sync Making Calendar-specific changes to a sync filter Custom Field Mapping section Palm onlyClick Save Filter Calendar Configuration section 5Calendar-specific filter settings Making Address Book-specific changes to a sync filter Custom Field Mapping section 7To Do List-specific filter settings Making To Do List-specific changes to a sync filter To Do List Configuration section Memo Pad Configuration section Making Memo Pad-specific changes to a sync filterMaking changes to the My Journal filter Palm only Making Expense-specific changes to a sync filter Palm only 90 / iAnywhere Solutions, Inc Syncing additional application databases or views 92 / iAnywhere Solutions, Inc Creating a new filter for the additional database or view 94 / iAnywhere Solutions, Inc Syncing your device Changing the sync Action on the additional database or view Chapter 96 / iAnywhere Solutions, Inc Accessing PIM applications on your device Accessing Pylon on your Pocket PC OS device Syncing your Windows Mobile 5 device 1ActiveSync Options dialog box Using Mail on Pocket PC OS Deleting Mail on Pocket PC OSYour Inbox, tap ToolsEmpty Deleted Items Using Calendar on Pocket PC OS Device 102 / iAnywhere Solutions, Inc Accessing PIM applications on your device Repeats Options Creating and modifying Calendar events on your device 106 / iAnywhere Solutions, Inc Accessing additional Calendars on Pocket PC OS Using Address Book on Pocket PC OSAccessing your Calendar on Pocket PC 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 deviceTap StartContacts Repeats Options 110 / iAnywhere Solutions, Inc Accessing To Do List on Pocket PC Accessing additional To Do List databases on Pocket PC OSTap StartTasks Syncing your Palm OS device Accessing Pylon on your Palm OS deviceUsing Mail on Palm OS Deleting Mail on Palm OS Accessing additional Mail databases on Palm OS Using Calendar on Palm OS Lotus Notes Palm OS versions prior to 116 / iAnywhere Solutions, Inc Event Types 118 / iAnywhere Solutions, Inc Creating and modifying Calendar events on your device 120 / iAnywhere Solutions, Inc Accessing PIM applications on your device Accessing your Calendar on Palm Accessing additional Calendars on Palm OS via Pylon Select Accessing Pylon Select 124 / iAnywhere Solutions, Inc 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 Lotus Notes 128 / iAnywhere Solutions, Inc Accessing additional To Do Lists on Palm OS Using Memo Pad on Palm OSAccessing your To Do List on Palm OS Accessing additional Memo Pad databases on Palm OS Using Expense on Palm OS Accessing additional Expense databases on Palm OS Syncing custom databases Pylon Pro onlyPage Syncing custom databases Custom database configuration task checklist Creating a Pylon Pro filter to sync a custom database 2Filter configuration document Syncing custom databases Pylon Pro Filter Custom Mapping Options Enabling or disabling Pylon Pro Selecting a Pylon Pro sync filter Select KeywordsFilter Setting sync action 5Select Keywords panel for Pylon Pro Action Making changes to a Pylon Pro sync filter 7Pylon Pro Sample 1 filter, default settings Enabling additional databases De-activating and re-activating a custom database De-activating a custom databaseRe-activating a custom database Chapter 146 / iAnywhere Solutions, Inc Working with custom databases on a Pocket PC OS device 148 / iAnywhere Solutions, Inc 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 deviceTap StartPylon Pro 2Pylon Pro database List View on Pocket Tap ViewList View 4Read View on a Pocket PC OS device Changing column attributes 6Pylon Pro Column attributes Resizing columns Editing a record Making changes to custom databases on a Pocket PC OS deviceCreating a new record Deleting a record Selecting text Working with textEntering text Editing functions Editing date fields 7Date field calendar on a Pocket PC OS device Deleting a database 8Delete database popup on a Pocket PC OS device Working with custom databases on a Palm OS device 160 / iAnywhere Solutions, Inc Installing custom databases on a Palm OS device Navigating custom databases on a Palm OS Device Opening Pylon Pro on a Palm OS devicePylon Pro Workspace on a Palm OS device Navigating custom databases in the Pylon Pro Workspace Sample Database Pylon Pro List View Navigating custom databases in List ViewChanging column attributes Tap OptionsColumns Restoring column defaults Tap OptionsRestore DefaultsResizing columns Using Categories Navigating the Pylon Pro Read View Navigating the Pylon Pro Edit View Sample Database Record item in Read View Viewing Built-in help for a field 7Viewing help for the User List field Making changes to custom databases on a Palm OS device Tap Record Tap Delete Items Deleting a note Working with notesAttaching and editing a note Pylon Pro Note View Deleting an Image Working with imagesAdding or editing an image Sample signature Pylon Pro Image View Editing record fields Editing text fieldsEditing time fields Editing lookup fields Editing information in a pop-up listEditing checkbox fields Assigning the record to a category Tap OptionsPropterties Setting global preferencesMarking the record private Tap Preferences Using the Palm Find function with Pylon Pro Chapter 176 / iAnywhere Solutions, Inc Appendices Page Appendix A. Troubleshooting Troubleshooting Installing Table A-1 Problems with installation Troubleshooting Upgrading Problems withUpgrading Troubleshooting Using the Pylon Log database Viewing log messagesChanging the Log Level Troubleshooting Troubleshooting Syncing Problems with first syncTable A-3Problems with your first sync FileDatabaseOpen, then selecting Other problems with syncing Other problems with syncing Click FileToolsUser ID 188 / iAnywhere Solutions, Inc Troubleshooting Accessing Pylon Configuration document Anywhere client Troubleshooting Using Pylon with M-Business Anywhere clientProblems using Pylon with Appendix B. Setting up Pylon for multiple users Setting up Pylon for multiple Pocket PC OS users Setup InstructionsRequirements Click ToolsAdd/Remove Programs Setting up Pylon for multiple Palm OS users Setting up Pylon for multiple users Appendix B 196 / iAnywhere Solutions, Inc About Multi PC Support Palm OS only About Multi PC Support Palm OS only Copying your Pylon configurationClick Edit Configuration Enabling Multi PC Support Replicating your Lotus Notes databases and syncing Click FileReplicationReplicate Appendix C 200 / iAnywhere Solutions, Inc Appendix D. Creating device- friendly Notes databases About SmartDesigner General design guidelines Forms Views Icons FigureD-1Database icon in Lotus Notes Unsupported design objects Synchronization issues Appendix E. Implementing on- device database lookups About on-device database lookups Creating a lookup field in a Lotus Notes database Creating a lookup field mapping Synchronization issues Retrieving additional fieldsChoices Designing a bar code lookup database Triggering a bar code scan for lookupsTriggering a bar code scan for text/numeric values Appendix E 214 / iAnywhere Solutions, Inc Appendix F. Custom field mapping on Palm Appendix F Default field mappings Table F-1Default field mappings on Palm Palm field name Comments Memo Pad Appendix F 220 / iAnywhere Solutions, Inc Symbols Index 222 / iAnywhere Solutions, Inc Index 224 / iAnywhere Solutions, Inc Index 226 / iAnywhere Solutions, Inc