Pylon Conduit and Pylon Pro Version
Desktop User Guide
Page
 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
Conventions
Graphics conventions
 Related publications
 Technical support
Contacting iAnywhere Solutions
Registering as a Named Contact
 Using the Sybase Online Support Services
Application development customizing iAnywhere software
Product information
Feedback on documentation
 Chapter 24 / iAnywhere Solutions, Inc
 Getting started
Page
 Introduction
 About Pylon Conduit and Pylon Pro
Installation, configuration, and security
About Pylon Conduit
About Pylon Pro
 Synchronization between your desktop and your device
Pylon Pro on your mobile device
 Lotus Notes/Domino Server requirements
System requirements
Desktop computer requirements
Mobile device requirements
 Supporting Word and Excel email attachments on Palm OS
 Mail overview
Overview of Lotus Notes applications in Pylon
Calendar overview
 To Do List overview
Address Book overview
 Expense Palm only overview
Memo Pad Palm only overview
 Installing
 Overview
Installation checklist
 Record your current Pylon configuration settings
Before you install
Uninstall other versions of Pylon
Tasks for existing Pylon users
 Uninstall Pocket PC first if switching to a Palm device
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
 Typical
Installing Pylon
Custom
 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 Pylon
Uninstalling 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 device
Uninstalling 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 documentation
Roadmap to Pylon configuration instructions
 Configuring basic PIM sync settings
 Opening the Pylon Configuration Database
Accessing Pylon on your desktop computer
StartProgramsPylon for platformPylon Configuration Database
Click FileDatabaseOpen
 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 filter
Click 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 section
Making 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 OS
Your 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 your Calendar on Pocket PC
Using Address Book on Pocket PC OS
Accessing additional Calendars on Pocket PC OS
Accessing additional Address Books on Pocket PC OS
 Working with To Do items on your desktop and on your device
Using To Do List on Pocket PC OS
Tap StartContacts
 Repeats Options
 110 / iAnywhere Solutions, Inc
 Accessing additional To Do List databases on Pocket PC OS
Accessing To Do List on Pocket PC
Tap StartTasks
 Using Mail on Palm OS
Accessing Pylon on your Palm OS device
Syncing your Palm OS device
Deleting Mail on Palm OS
 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 your To Do List on Palm OS
Using Memo Pad on Palm OS
Accessing additional To Do Lists on Palm OS
Accessing additional Memo Pad databases on Palm OS
 Accessing additional Expense databases on Palm OS
Using Expense on Palm OS
 Pylon Pro only
Syncing custom databases
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
 Select Keywords
Selecting a Pylon Pro sync filter
Filter
 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 database
Re-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 Device
Tap 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
 Creating a new record
Making changes to custom databases on a Pocket PC OS device
Editing a record
Deleting a record
 Entering text
Working with text
Selecting text
Editing functions
 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 Device
Pylon Pro Workspace on a Palm OS device
 Navigating custom databases in the Pylon Pro Workspace
 Changing column attributes
Navigating custom databases in List View
Sample Database Pylon Pro List View
Tap OptionsColumns
 Tap OptionsRestore Defaults
Restoring column defaults
Resizing 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
 Attaching and editing a note
Working with notes
Deleting a note
Pylon Pro Note View
 Adding or editing an image
Working with images
Deleting an Image
Sample signature Pylon Pro Image View
 Editing text fields
Editing record fields
Editing time fields
 Editing checkbox fields
Editing information in a pop-up list
Editing lookup fields
Assigning the record to a category
 Marking the record private
Setting global preferences
Tap OptionsPropterties
Tap Preferences
 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 Upgrading
Upgrading
 Viewing log messages
Troubleshooting Using the Pylon Log database
Changing the Log Level
 Troubleshooting
 Problems with first sync
Troubleshooting Syncing
Table 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
 Problems using
Troubleshooting Using Pylon with M-Business Anywhere client
Anywhere client
Pylon with
 Appendix B. Setting up Pylon for multiple users
 Setup Instructions
Setting up Pylon for multiple Pocket PC OS users
Requirements
 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
 Click Edit Configuration
Copying your Pylon configuration
About Multi PC Support Palm OS only
Enabling Multi PC Support
 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 issues
Choices
 Triggering a bar code scan for lookups
Designing a bar code lookup database
Triggering 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