Syncing Lotus Notes PIM applications | Sybase Desktop manual

Syncing Lotus Notes PIM applications

“Configuring basic PIM sync settings” (page 57)

“Customizing Pylon” (page 71)

“Accessing PIM applications on your device” (page 97)

Syncing Lotus Notes PIM applications

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Sybase Desktop manual Syncing Lotus Notes PIM applications

Contents

Pylon Conduit and Pylon Pro Version Desktop User GuidePage Table of Contents Syncing Lotus Notes PIM applications Installing Syncing custom databases Pylon Pro only Accessing PIM applications on your device Working with custom databases on a Pocket PC OS device Appendices Overview Default field mappings Appendix B. Setting up Pylon for multiple users 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 Text conventions ConventionsGraphics conventions Related publications Technical support Contacting iAnywhere SolutionsRegistering as a Named Contact Feedback on documentation Application development customizing iAnywhere softwareUsing the Sybase Online Support Services Product information Chapter 24 / iAnywhere Solutions, Inc Getting started Page Introduction About Pylon Pro Installation, configuration, and securityAbout Pylon Conduit and Pylon Pro About Pylon Conduit Synchronization between your desktop and your device Pylon Pro on your mobile device Mobile device requirements System requirementsLotus Notes/Domino Server requirements Desktop computer requirements Supporting Word and Excel email attachments on Palm OS Mail overview Overview of Lotus Notes applications in PylonCalendar overview To Do List overview Address Book overview Expense Palm only overview Memo Pad Palm only overview Installing Overview Installation checklist Tasks for existing Pylon users Before you installRecord your current Pylon configuration settings Uninstall other versions of Pylon Establish a partnership with ActiveSync Pocket PC only Uninstall or disable other PIM conduitsUninstall Pocket PC first if switching to a Palm device Make sure Domino Server is not running on the same machine Typical Installing PylonCustom Pylon installer Welcome panel Pylon installer Select Lotus Notes Installation panel 2Pylon installer License Agreement 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 from your desktop computer Uninstalling PylonUninstalling version 5.4.1 for Pocket PC OS or Palm OS Uninstalling older versions for Palm OS Uninstalling older versions for Pocket PC OS Uninstalling from a Pocket PC OS device Uninstalling from your mobile deviceUninstalling from a Palm OS device Syncing Lotus Notes PIM applications Page Configuring basic PIM sync settings PIM configuration task checklist Overview of configuration tasks and documentationRoadmap to Pylon configuration instructions Configuring basic PIM sync settings Click FileDatabaseOpen Accessing Pylon on your desktop computerOpening the Pylon Configuration Database StartProgramsPylon for platformPylon Configuration Database Pylon Configuration Database Opening your Pylon Configuration document 3Your Pylon configuration document Application names on different device platforms Disabling or enabling a PIM application Sync Action options Setting the sync Action 4Select Keywords panel Filter Choose this filter to Choosing a sync filter 68 / iAnywhere Solutions, Inc Configuring basic PIM sync settings Chapter 70 / iAnywhere Solutions, Inc Customizing Pylon 1All available pre- defined filters Making a copy of a sync filter Customizing Pylon Customizing a sync filter Making changes to Custom Field Mapping Making generic changes to a sync filter Double-clickFully Defined Options Filter Information section Lotus Notes Configuration section Device Configuration section 80 / iAnywhere Solutions, Inc Making Mail-specific changes to a sync filter Mail Configuration section Attachment types to sync Custom Field Mapping section Palm only Making Calendar-specific changes to a sync filterClick Save Filter 5Calendar-specific filter settings Calendar Configuration section Custom Field Mapping section Making Address Book-specific changes to a sync filter Making To Do List-specific changes to a sync filter 7To Do List-specific filter settings To Do List Configuration section Making Memo Pad-specific changes to a sync filter Memo Pad Configuration sectionMaking 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 Changing the sync Action on the additional database or view Syncing your device Chapter 96 / iAnywhere Solutions, Inc Accessing PIM applications on your device Syncing your Windows Mobile 5 device Accessing Pylon on your Pocket PC OS device 1ActiveSync Options dialog box Deleting Mail on Pocket PC OS Using Mail on Pocket PC OSYour Inbox, tap ToolsEmpty Deleted Items Device Using Calendar on Pocket PC OS 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 Address Books on Pocket PC OS Using Address Book on Pocket PC OSAccessing your Calendar on Pocket PC Accessing additional Calendars on Pocket PC OS Working with To Do items on your desktop and on your device Using To Do List on Pocket PC OSTap StartContacts Repeats Options 110 / iAnywhere Solutions, Inc Accessing additional To Do List databases on Pocket PC OS Accessing To Do List on Pocket PCTap StartTasks Deleting Mail on Palm OS Accessing Pylon on your Palm OS deviceUsing Mail on Palm OS Syncing your Palm OS device Accessing additional Mail databases on Palm OS Lotus Notes Using Calendar on Palm OS 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 additional Calendars on Palm OS via Pylon Select Accessing your Calendar on Palm Accessing Pylon Select 124 / iAnywhere Solutions, Inc Accessing additional Address Book databases on Palm OS Using Address Book on Palm OS Working with To Do List on your desktop and on your device Using To Do List on Palm OS Lotus Notes 128 / iAnywhere Solutions, Inc Accessing additional Memo Pad databases on Palm OS Using Memo Pad on Palm OSAccessing your To Do List on Palm OS Accessing additional To Do Lists on Palm OS Accessing additional Expense databases on Palm OS Using Expense on Palm OS Pylon Pro only Syncing custom databasesPage 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 Select Keywords Selecting a Pylon Pro sync filterFilter 5Select Keywords panel for Pylon Pro Action Setting sync action Making changes to a Pylon Pro sync filter 7Pylon Pro Sample 1 filter, default settings Enabling additional databases De-activating a custom database De-activating and re-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 Viewing custom databases on a Pocket PC OS device Navigating custom databases on a Pocket PC OS DeviceTap StartPylon Pro Tap ViewList View 2Pylon Pro database List View on Pocket 4Read View on a Pocket PC OS device 6Pylon Pro Column attributes Changing column attributes Resizing columns Deleting a record Making changes to custom databases on a Pocket PC OS deviceCreating a new record Editing a record Editing functions Working with textEntering text Selecting text 7Date field calendar on a Pocket PC OS device Editing date fields 8Delete database popup on a Pocket PC OS device Deleting a database Working with custom databases on a Palm OS device 160 / iAnywhere Solutions, Inc Installing custom databases on a Palm OS device Opening Pylon Pro on a Palm OS device Navigating custom databases on a Palm OS DevicePylon Pro Workspace on a Palm OS device Navigating custom databases in the Pylon Pro Workspace Tap OptionsColumns Navigating custom databases in List ViewChanging column attributes Sample Database Pylon Pro List View Tap OptionsRestore Defaults Restoring column defaultsResizing columns Navigating the Pylon Pro Read View Using Categories Sample Database Record item in Read View Navigating the Pylon Pro Edit View 7Viewing help for the User List field Viewing Built-in help for a field Tap Record Tap Delete Items Making changes to custom databases on a Palm OS device Pylon Pro Note View Working with notesAttaching and editing a note Deleting a note Sample signature Pylon Pro Image View Working with imagesAdding or editing an image Deleting an Image Editing text fields Editing record fieldsEditing time fields Assigning the record to a category Editing information in a pop-up listEditing checkbox fields Editing lookup fields Tap Preferences Setting global preferencesMarking the record private Tap OptionsPropterties Using the Palm Find function with Pylon Pro Chapter 176 / iAnywhere Solutions, Inc Appendices Page Appendix A. Troubleshooting Table A-1 Problems with installation Troubleshooting Installing Problems with Troubleshooting UpgradingUpgrading Viewing log messages Troubleshooting Using the Pylon Log databaseChanging the Log Level Troubleshooting Problems with first sync Troubleshooting SyncingTable 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 Pylon with Troubleshooting Using Pylon with M-Business Anywhere clientProblems using Anywhere client Appendix B. Setting up Pylon for multiple users Setup Instructions Setting up Pylon for multiple Pocket PC OS usersRequirements 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 Enabling Multi PC Support Copying your Pylon configurationClick Edit Configuration About Multi PC Support Palm OS only Click FileReplicationReplicate Replicating your Lotus Notes databases and syncing Appendix C 200 / iAnywhere Solutions, Inc Appendix D. Creating device- friendly Notes databases About SmartDesigner General design guidelines Forms Views FigureD-1Database icon in Lotus Notes Icons Unsupported design objects Synchronization issues Appendix E. Implementing on- device database lookups About on-device database lookups Creating a lookup field mapping Creating a lookup field in a Lotus Notes database Retrieving additional fields Synchronization issuesChoices Triggering a bar code scan for lookups Designing a bar code lookup databaseTriggering a bar code scan for text/numeric values Appendix E 214 / iAnywhere Solutions, Inc Appendix F. Custom field mapping on Palm Appendix F Table F-1Default field mappings on Palm Default field mappings Palm field name Comments Memo Pad Appendix F 220 / iAnywhere Solutions, Inc Index Symbols 222 / iAnywhere Solutions, Inc Index 224 / iAnywhere Solutions, Inc Index 226 / iAnywhere Solutions, Inc