Desktop User Guide
Pylon Conduit and Pylon Pro Version
Page
 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
 Graphics conventions
Conventions
Text conventions
 Related publications
 Registering as a Named Contact
Contacting iAnywhere Solutions
Technical support
 Product information
Application development customizing iAnywhere software
Using the Sybase Online Support Services
Feedback on documentation
 Chapter 24 / iAnywhere Solutions, Inc
 Getting started
Page
 Introduction
 About Pylon Conduit
Installation, configuration, and security
About 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 requirements
Lotus Notes/Domino Server requirements
Mobile device requirements
 Supporting Word and Excel email attachments on Palm OS
 Calendar overview
Overview of Lotus Notes applications in Pylon
Mail 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 install
Record 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 conduits
Uninstall Pocket PC first if switching to a Palm device
Establish a partnership with ActiveSync Pocket PC only
 Custom
Installing Pylon
Typical
 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 version 5.4.1 for Pocket PC OS or Palm OS
Uninstalling Pylon
Uninstalling Pylon from your desktop computer
 Uninstalling older versions for Pocket PC OS
Uninstalling older versions for Palm OS
 Uninstalling from a Palm OS device
Uninstalling from your mobile device
Uninstalling from a Pocket PC OS device
 Syncing Lotus Notes PIM applications
Page
 Configuring basic PIM sync settings
 Roadmap to Pylon configuration instructions
Overview of configuration tasks and documentation
PIM configuration task checklist
 Configuring basic PIM sync settings
 StartProgramsPylon for platformPylon Configuration Database
Accessing Pylon on your desktop computer
Opening 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
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 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
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 Mail Configuration section
Making Mail-specific changes to a sync filter
 Attachment types to sync
 Click Save Filter
Making Calendar-specific changes to a sync filter
Custom Field Mapping section Palm only
 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
 Making changes to the My Journal filter Palm only
Memo Pad Configuration section
Making Memo Pad-specific changes to a sync filter
 Making Expense-specific changes to a sync filter Palm only
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 Syncing additional application databases or views
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 Creating a new filter for the additional database or view
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 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
 Your Inbox, tap ToolsEmpty Deleted Items
Using Mail on Pocket PC OS
Deleting Mail on Pocket PC OS
 Using Calendar on Pocket PC OS
Device
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 Accessing PIM applications on your device
 Repeats Options
 Creating and modifying Calendar events on your device
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 Accessing additional Calendars on Pocket PC OS
Using Address Book on Pocket PC OS
Accessing your Calendar on Pocket PC
Accessing additional Address Books on Pocket PC OS
 Tap StartContacts
Using To Do List on Pocket PC OS
Working with To Do items on your desktop and on your device
 Repeats Options
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 Tap StartTasks
Accessing To Do List on Pocket PC
Accessing additional To Do List databases on Pocket PC OS
 Syncing your Palm OS device
Accessing Pylon on 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
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
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 Accessing PIM applications on your device
 Accessing your Calendar on Palm
Accessing additional Calendars on Palm OS via Pylon Select
 Accessing Pylon Select
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 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
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 Accessing additional To Do Lists on Palm OS
Using Memo Pad on Palm OS
Accessing 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 only
Page
 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
 Filter
Selecting a Pylon Pro sync filter
Select Keywords
 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
 Re-activating a custom database
De-activating and re-activating a custom database
De-activating a custom database
 Chapter 146 / iAnywhere Solutions, Inc
 Working with custom databases on a Pocket PC OS device
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 Installing custom databases on a Pocket PC OS device
 Tap StartPylon Pro
Navigating custom databases on a Pocket PC OS Device
Viewing custom databases on a Pocket PC OS device
 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 device
Creating a new record
Deleting a record
 Selecting text
Working with text
Entering 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
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 Installing custom databases on a Palm OS device
 Pylon Pro Workspace 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 Workspace
 Sample Database Pylon Pro List View
Navigating custom databases in List View
Changing column attributes
Tap OptionsColumns
 Resizing columns
Restoring column defaults
Tap OptionsRestore Defaults
 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 notes
Attaching and editing a note
Pylon Pro Note View
 Deleting an Image
Working with images
Adding or editing an image
Sample signature Pylon Pro Image View
 Editing time fields
Editing record fields
Editing text fields
 Editing lookup fields
Editing information in a pop-up list
Editing checkbox fields
Assigning the record to a category
 Tap OptionsPropterties
Setting global preferences
Marking 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
 Upgrading
Troubleshooting Upgrading
Problems with
 Changing the Log Level
Troubleshooting Using the Pylon Log database
Viewing log messages
 Troubleshooting
 Table A-3Problems with your first sync
Troubleshooting Syncing
Problems with 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 client
Problems using
Pylon with
 Appendix B. Setting up Pylon for multiple users
 Requirements
Setting up Pylon for multiple Pocket PC OS users
Setup Instructions
 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 configuration
Click 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
 Choices
Synchronization issues
Retrieving additional fields
 Triggering a bar code scan for text/numeric values
Designing a bar code lookup database
Triggering a bar code scan for lookups
 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
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 Index
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 Index
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