Sybase Personal Computer Desktop User Manual

Desktop User Guide

Pylon Conduit and Pylon Pro

Version 5.4.1

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Table of Contents

L i st of T a bles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

L i st of F i gures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

B e fore you begin

CHA P T ER 1 . A b out this guide . . . . . . . . . . . . . . . . . . . . . . . . . 17

F o cus of this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

H o w this guide is organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

C o nventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

T e xt conven t i ons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

G r aphics conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

R e lated publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

C o ntacting i A n ywhere Solu t ions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

T e chnical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

A p plication development — customizing i A n ywhere sof t w a re . . . . . 23

Product information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

F e edback on documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

G e tting started

CHA P T ER 2 . Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

A b out Pylon C o nduit and Pylon Pro . . . . . . . . . . . . . . . . . . . . . . . . . . 28

A b out Pylon C o nduit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

A b out Pylon Pr o . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Installation, configuration, and security . . . . . . . . . . . . . . . . . . . 28

C o mponents of Pylon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Sys t em requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

L o tus N o tes/ D o mino Server requiremen t s . . . . . . . . . . . . . . . . . . . 30

D e sk t op computer requirements . . . . . . . . . . . . . . . . . . . . . . . . . 30

M o bile device requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

O v erview of L o tus N o tes applications in Pylon . . . . . . . . . . . . . . . . . . . 32

M a il overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

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C a lendar overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

A d dress B o ok overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

To Do L i st overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

M e m o P a d (P a lm only) overview . . . . . . . . . . . . . . . . . . . . . . . . .34

E x pense (P a lm only) overview . . . . . . . . . . . . . . . . . . . . . . . . . . .34

CHA P T ER 3 . Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

O v erview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

Installation checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

B e fore you install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

T a sks for existing Pylon users . . . . . . . . . . . . . . . . . . . . . . . . . . .37

U n install or disable other PIM conduits . . . . . . . . . . . . . . . . . . . . .38

M a k e sure D o mino Server is not running on the same machine . . . . .38

E s tablish a partnership w i t h A c t i v eSync (Pocket PC only) . . . . . . . . .38

Installing Pylon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39

C o nfiguring Pylon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

M o difying your Pylon installation . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

R e pairing your Pylon installation . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

U n installing Pylon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52

U n installing Pylon from your desktop computer . . . . . . . . . . . . . . .52

U n installing from your mobile device . . . . . . . . . . . . . . . . . . . . . .54

Syncing L o tus N o tes P IM applications

CHA P T ER 4 . C o nfiguring basic PIM sync setting s. . . . . . . . . . . . 57

O v erview of configura t i on tasks and documentation . . . . . . . . . . . . . . . .58

PIM configuration task checklist. . . . . . . . . . . . . . . . . . . . . . . . . .58

R o admap t o P ylon configuration instructions . . . . . . . . . . . . . . . . .58

A c cessing Pylon on your desktop computer. . . . . . . . . . . . . . . . . . . . . .60

O p ening the Pylon C o nfiguration D a tabase. . . . . . . . . . . . . . . . . . .60

O p ening your Pylon C o nfiguration document . . . . . . . . . . . . . . . . .61

D i sabling or enabling a PIM application . . . . . . . . . . . . . . . . . . . . . . . .64

S e tting the sync A c t i on . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

C h oosing a sync filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67

CHA P T ER 5 . C u stomizing Pylon . . . . . . . . . . . . . . . . . . . . . . . . 71

M a king a copy of a sync filter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72

C u stomizing a sync filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74

D i splaying the list of Pylon filters — F i lters view of Pylon C o nfiguration

D a tabase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74

M a king changes to C u stom F i eld M a pping . . . . . . . . . . . . . . . . . . .75

M a king generic changes to a sync filter . . . . . . . . . . . . . . . . . . . . .76

M a king M a il-specific changes to a sync filter . . . . . . . . . . . . . . . . .81

M a king C a lendar-specific changes to a sync filter . . . . . . . . . . . . . .83

M a king A d dress B o ok-specific changes to a sync filter . . . . . . . . . .85

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M a king T o Do L i st-specific changes to a sync filter . . . . . . . . . . . . 86

M a king M e mo Pad-specific changes to a sync filter . . . . . . . . . . . . 88

M a king changes to the M y J ournal filter (P a lm only) . . . . . . . . . . . 88

M a king E xp e nse-specific changes to a sync filter (P a lm only) . . . . . 89

Syncing additional application databases or views . . . . . . . . . . . . . . . . 91

M a king sure the first database or view has a unique C a tegory S ync name

in its filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

C r eating a new filter for the additional database or view . . . . . . . . 93

E n abling the additional database or view w i t h initial sync A c t i on of

“D e sktop overwrites handheld” . . . . . . . . . . . . . . . . . . . . . . . 94

Syncing your device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

C h anging the sync A c t ion on the additional database or view . . . . . 95

CHA P T ER 6 . A c cessing PIM applications on your device . . . . . . 97

A c cessing Pylon on your Pocket PC O S d evice . . . . . . . . . . . . . . . . . . . 98

Syncing your W i ndows M o bile 5 device. . . . . . . . . . . . . . . . . . . . . 98

Syncing o t her P ocket PC O S d evices not running W i ndows M o bile 5 . 98

U s ing M a il on P o cket PC O S . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

U s ing C a lendar on P o cket PC O S . . . . . . . . . . . . . . . . . . . . . . . . 101

U s ing A d dress B o ok on Pocket PC O S . . . . . . . . . . . . . . . . . . . . . 107

U s ing T o Do L i st on P o cket PC O S . . . . . . . . . . . . . . . . . . . . . . . 108

A c cessing Pylon on your Palm O S d evice . . . . . . . . . . . . . . . . . . . . . . 112

Syncing your Palm O S d evice . . . . . . . . . . . . . . . . . . . . . . . . . . 112

U s ing M a il on P a lm O S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

U s ing C a lendar on P a lm O S. . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

U s ing A d dress B o ok on Palm O S . . . . . . . . . . . . . . . . . . . . . . . . 125

U s ing T o Do L i st on P a lm O S . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

U s ing M e mo Pad on Palm O S . . . . . . . . . . . . . . . . . . . . . . . . . . 129

U s ing E x p ense on P a lm O S . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Syncing custom databases (Pylon Pro only)

CHA P T ER 7 . S yncing custom databases . . . . . . . . . . . . . . . . . .133

O v erview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

C u stom database configuration task checklist . . . . . . . . . . . . . . . 134

C r eating a Pylon Pro fil t er to s y nc a cus t om database . . . . . . . . . . . . . 135

E n abling or disabling Pylon Pr o . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

S e lecting a Pylon Pro sync filter . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

S e tting sync action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

M a king changes to a Pylon Pro sync filter . . . . . . . . . . . . . . . . . . . . . 142

E n abling additional databases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

D e -activating and re-activating a custom database . . . . . . . . . . . . . . 145

D e -activating a custom database . . . . . . . . . . . . . . . . . . . . . . . 145

R e -activating a custom database . . . . . . . . . . . . . . . . . . . . . . . 145

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CHA P T ER 8 . W o rking with custom databases on a P o cket PC O S

device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

O v erview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Installing custom databases on a P o cket PC O S d evice . . . . . . . . . . . . . 149

N a vigating custom databases on a P o cket PC O S D e vice . . . . . . . . . . . . 150

V i e w i ng custom databases on a P ocket PC O S d evice . . . . . . . . . . . 150

C h anging column attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

R e sizing columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

M a king changes to custom databases on a P ocket PC O S d evice . . . . . . . 155

C r eating a new recor d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

E d iting a recor d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

D e leting a record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

A t taching and editing an image . . . . . . . . . . . . . . . . . . . . . . . . . 155

W o rking wi t h te x t . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

D e leting a database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

CHA P T ER 9 . W o rking with custom databases on a P a lm O S d evice .

159

O v erview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Installing custom databases on a P a lm O S d evice . . . . . . . . . . . . . . . . 161

N a vigating custom databases on a P a lm O S D e vice. . . . . . . . . . . . . . . . 162

O p ening Pylon Pro on a Palm O S d evice . . . . . . . . . . . . . . . . . . . . 162

N a vigating custom databases in the Pylon Pro W o rkspace. . . . . . . . 163

N a vigating custom databases in L i st V i ew . . . . . . . . . . . . . . . . . . 164

N a vigating the Pylon Pro R e ad V i ew . . . . . . . . . . . . . . . . . . . . . . 166

N a vigating the Pylon Pro E d it V i ew. . . . . . . . . . . . . . . . . . . . . . . 167

M a king changes to custom databases on a P a lm O S d evice . . . . . . . . . . 169

C r eating a new recor d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

D e leting a record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

E d iting a recor d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

W o rking wi t h notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

W o rking wi t h i m a ges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

E d iting record fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

S e tting global preference s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

U s ing the P a lm F i nd function w i th P ylon Pro . . . . . . . . . . . . . . . . 175

D e leting a database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

A p pendices

A P P E ND I X A . T r oubleshooting . . . . . . . . . . . . . . . . . . . . . . 179

T r oubleshooting: Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

T r oubleshooting: U p grading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

T r oubleshooting: U s ing the Pylon L o g database . . . . . . . . . . . . . . . . . 182

V i e w i ng log messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

C h anging the L o g L e vel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

T r oubleshooting: S yncing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

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Problems wi t h f irst sync . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

O t her problems with syncing . . . . . . . . . . . . . . . . . . . . . . . . . . 186

T r oubleshooting: A c cessing Pylon C o nfiguration document . . . . . . . . . 189

T r oubleshooting: U s ing Pylon wi t h M -B u siness A n ywhere client . . . . . . 190

A P P E ND I X B . S e tting up P ylon for multiple users. . . . . . . . . . 191

S e tting up Pylon for multiple P o cket PC O S u sers . . . . . . . . . . . . . . . . 192

R e quirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

S e tup Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

S e tting up Pylon for multiple P a lm O S u sers . . . . . . . . . . . . . . . . . . . 194

R e quirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

S e tup Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

A P P E ND I X C . S yncing from multiple desktop computers (P a lm O S

only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

A b out M u l t i P C Support (Palm O S o nly). . . . . . . . . . . . . . . . . . . . . . . 198

E n abling M u lti PC Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

C o pying your Pylon configura t i on . . . . . . . . . . . . . . . . . . . . . . . 198

R e plicating your L o tus N o tes databases and syncing . . . . . . . . . . 199

A P P E ND I X D . C r eating device-friendly N o tes databases . . . . . 201

A b out Smar t D e signer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

G e neral design guideline s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

F o rms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

V i e w s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

U n supported design objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Synchronization issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

A P P E ND I X E . I mplementing on-device database lookups . . . . 209

A b out on-device database lookups. . . . . . . . . . . . . . . . . . . . . . . . . . 210

C r eating a lookup field in a L o tus N o tes database . . . . . . . . . . . . . . . 211

C r eating a lookup field mapping . . . . . . . . . . . . . . . . . . . . . . . . 211

R e trieving additional fields . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Synchronization issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

D e signing a bar code lookup database . . . . . . . . . . . . . . . . . . . . . . . 213

T r iggering a bar code scan for lookup s . . . . . . . . . . . . . . . . . . . . 213

T r iggering a bar code scan for text/ numeric values . . . . . . . . . . . 213

A P P E ND I X F . C u stom field mapping on P a lm . . . . . . . . . . . . . 215

O v erview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

D e fault field mapping s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

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T a ble 1-1 F o rmatting conventions . . . . . . . . . . . . . . . . . . . . . . . . . 20

T a ble 4-1 A p plication names on different device platforms . . . . . . . . 63

T a ble 4-3 Pre-defined sync filter options . . . . . . . . . . . . . . . . . . . . 67

T a ble 5-1 T o tal number of databases/ vie w s s upported for each application

T a ble 6-1 C a lendar events in L o tus N o tes and on Pocket PC O S d evice 101

T a ble 6-2 T o Do e vents in L o tus N o tes and on Pocket PC O S d evic e . . 108

T a ble 6-3 C a lendar events in L o tus N o tes and on Palm O S d evice . . . 114

T a ble 6-4 T o Do e vents in L o tus N o tes and on Palm O S d evice . . . . . 126

T a ble 6-5 R e peating T o Do e vents in L o tus N o tes and on ne w e r Palm O S

devices*127

T a ble A -1 Problems wi t h installation . . . . . . . . . . . . . . . . . . . . . . 180

T a ble A -2 Problems wi t h upgrading . . . . . . . . . . . . . . . . . . . . . . . 181

T a ble A -3 Problems wi t h y our first sync . . . . . . . . . . . . . . . . . . . . 184

T a ble A -4 O t her problems with syncin g . . . . . . . . . . . . . . . . . . . . . 186

T a ble A -5 Problems accessing your configuration document . . . . . . . 189

T a ble A -6 Problems using Pylon with M -B u siness A n ywhere clien t . . . 190

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F i gure 3-1 Pylon installer W e lcome pane l . . . . . . . . . . . . . . . . . . . . . 40

F i gure 3-2 Pylon installer L i cense A g reement panel . . . . . . . . . . . . . . 41

F i gure 3-3 Pylon installer Select L o tus N o tes Installation panel. . . . . . 41

F i gure 3-4 Pylon installer Select Internet S e curity O p tion panel . . . . . 43

F i gure 3-5 Pylon installer C u stom Pylon Setup panel . . . . . . . . . . . . . 44

F i gure 3-6 Pylon installer Select Palm U s ers panel. . . . . . . . . . . . . . . 45

F i gure 3-7 Pylon installer Select A d ditional C E D e vices panel . . . . . . . 46

F i gure 3-8 Pylon installer W e lcome panel for maintenance install . . . . 50

F i gure 4-1 O p en D a tabase dialog box . . . . . . . . . . . . . . . . . . . . . . . 60

F i gure 4-2 Pylon C o nfiguration D a tabase . . . . . . . . . . . . . . . . . . . . . 61

F i gure 4-3 Y o ur Pylon configura t ion document . . . . . . . . . . . . . . . . . 62

F i gure 4-4 S e lect K e ywords panel . . . . . . . . . . . . . . . . . . . . . . . . . . 66

F i gure 5-1 A l l available pre-defined filters . . . . . . . . . . . . . . . . . . . . 72

F i gure 5-2 A l l available filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

F i gure 5-3 G e neric filter settings, sho w n on M y I nbox M a il filter . . . . . 77

F i gure 5-4 M a il-specific filter settings . . . . . . . . . . . . . . . . . . . . . . . 81

F i gure 5-5 C a lendar-specific filter settings . . . . . . . . . . . . . . . . . . . . 84

F i gure 5-6 A d dress B o ok-specific filter settings. . . . . . . . . . . . . . . . . 85

F i gure 5-7 T o Do L i st-specific filter settings . . . . . . . . . . . . . . . . . . . 86

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List of Figures

F i gure 5-8 M e mo Pad-specific filter settings . . . . . . . . . . . . . . . . . . 88

F i gure 5-9 E x pense-specific filter settings . . . . . . . . . . . . . . . . . . . . 89

F i gure 6-1 A c t i v eSync O p tions dialog box . . . . . . . . . . . . . . . . . . . . 99

F i gure 6-2 C o nfirmation of a successful Pylon sync . . . . . . . . . . . . . . 99

F i gure 6-3 Pylon Select Icon on t he A p plications S creen . . . . . . . . . 123

F i gure 6-4 Pylon Select on a Palm D e vice . . . . . . . . . . . . . . . . . . . 123

F i gure 7-1 A l l available filters . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

F i gure 7-2 F i lter configuration document. . . . . . . . . . . . . . . . . . . . 136

F i gure 7-3 Pylon Pro F i lter C u stom M a pping O p tions . . . . . . . . . . . . 138

F i gure 7-4 S e lect K e ywords panel for Pylon Pro F i lter . . . . . . . . . . . 140

F i gure 7-5 S e lect K e ywords panel for Pylon Pro A c t ion. . . . . . . . . . . 141

F i gure 7-6 A l l available filters . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

F i gure 7-7 Pylon Pro Sample 1 fil t er, default settings . . . . . . . . . . . 143

F i gure 8-1 Pylon Pro W o rkspace on a Pocket PC O S d evice . . . . . . . . 150

F i gure 8-2 Pylon Pro database L i st V i ew on Pocket PC O S . . . . . . . . . 151

F i gure 8-3 C u stom database open in record L i st V i ew . . . . . . . . . . . 151

F i gure 8-4 R e ad V i ew on a Pocket PC O S d evice . . . . . . . . . . . . . . . 152

F i gure 8-5 E d it V i ew on a Pocket PC O S d evice . . . . . . . . . . . . . . . . 152

F i gure 8-6 Pylon Pro C o lumn attributes page . . . . . . . . . . . . . . . . . 153

F i gure 8-7 D a te field calendar on a Pocket PC O S d evice . . . . . . . . . 157

F i gure 8-8 D e lete database popup on a Pocket PC O S d evic e . . . . . . . 158

F i gure 9-1 Pylon Pro icon on Palm O S a pplications screen . . . . . . . . 162

F i gure 9-2 Pylon Pro W o rkspace on a Palm O S d evice. . . . . . . . . . . . 162

F i gure 9-3 S a mple Pylon Pro W o rkspac e . . . . . . . . . . . . . . . . . . . . . 163

F i gure 9-4 S a mple D a tabase in Pylon Pro L i st V i ew . . . . . . . . . . . . . 164

F i gure 9-5 Pylon Pro C o lumns dialog box. . . . . . . . . . . . . . . . . . . . 165

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List of Figures

F i gure 9-6 S a mple D a tabase R e cord item in R e ad V i ew . . . . . . . . . . . 167

F i gure 9-7 V i e w i ng help for the U s er L i st field . . . . . . . . . . . . . . . . 168

F i gure 9-8 F u ll help in the T i ps dialog box . . . . . . . . . . . . . . . . . . . 168

F i gure 9-9 D e lete Item dialog box. . . . . . . . . . . . . . . . . . . . . . . . . 169

F i gure 9-10 Pylon Pro N o te V i ew . . . . . . . . . . . . . . . . . . . . . . . . . . 170

F i gure 9-11 S a mple signature in Pylon Pro Image V i ew . . . . . . . . . . . 171

F i gure 9-12 Pylon Pro E n try D e tails dialog box . . . . . . . . . . . . . . . . . 173

F i gure 9-13 Pylon Pro Preferences dialog box . . . . . . . . . . . . . . . . . . 174

F i gure D -1 D a tabase icon in L o tus N o tes . . . . . . . . . . . . . . . . . . . . 206

F i gure D -2 D a tabase icon in Pylon Pro on device . . . . . . . . . . . . . . . 206

F i gure E -1 C r eating a lookup fiel d . . . . . . . . . . . . . . . . . . . . . . . . . 211

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List of Figures

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Before you begin

“A b out this guide” (page 17)

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CHAPTER 1.

About this guide

■

“Focus of this guide” (page 18)

“H ow this guide is organized” (page 19)

“Con v e ntions” (page 20)

“Related publications” (page 21)

“Co n tacting i A n y w h ere S o lutions” (page 22)

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Chapter 1

Focus of this guide

This guide provides the information you need to install and use Pylon

Conduit and Pylon Pro from iAnywhere Solutions software.

Some people reading this guide are new to Pylon software. These users

may or may not be new to Pocket PC or Palm OS devices. Other people

reading this guide have used Pylon for Pocket PC or Palm OS software.

However, these Pylon power users may be unfamiliar with Pylon Pro,

Pocket PC OS devices, or Palm OS devices.

In this guide we address the concerns and needs of all users. Both new

and existing Pylon users can use this guide for an overview of this

version of the software — how to install it and how to use it. For users

familiar with Pylon, or with Pocket PC OS or Palm OS devices, some

information may be redundant. Where applicable, we note if power

users can skip the information we present; or, in some cases we advise

you to review the documentation that came with Lotus Notes, Microsoft

ActiveSync, Palm Desktop, or your mobile device.

If time is a constraining factor, we encourage all users at least to scan

the guide, but to focus on Chapter 3, “I n s talli n g” (page 35). The

chapter on installing contains important information necessary to get

Pylon software running successfully on both your desktop computer

and your mobile device.

You can access this guide from the web or, after installing Pylon, from

your desktop:

■

Web — in your browser, navigate to

http:/ / w ww .ian y w h ere.com/ de v e loper/ product_manuals/

p y l o n_conduit_pro/ index.html

Desktop (after installation) — on the Windows desktop, select

Start|Programs|Pylon|Help|Desktop User Guide

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About this guide

How this guide is organized

Pylon is available in two different product versions, Pylon Conduit and

Pylon Pro. Both of these product versions are available for both Palm

and Pocket PC OS devices. This guide is set up to provide easy access to

the specific information that is relevant to users of either product, and

either operating system.

The chapter, “I n s talli n g” (page 35), is the single most important

chapter in this guide and provides the information necessary for you to

install and begin using Pylon, regardless of the product version you

purchased or the device operating system you use. We strongly

encourage all users to read this chapter.

Information that is relevant only to one product version, either Pylon

Pro or Pylon Conduit, is clearly separated by section within the guide.

The chapters in the section “Sy n cing Lotus Notes PIM applications”

(page 55) address users of both Pylon Conduit and Pylon Pro. The

chapters in “Sy n cing custom databases (P y l o n Pro onl y )” (page 131)

addresses Pylon Pro users only.

In general, desktop operations for Pylon are the same for both Palm OS

and Pocket PC OS, so desktop topics address both types of users. Any

differences between Pylon desktop operations for Palm OS and Pocket

PC OS are clearly noted within the instructions.

The on-device operations for Palm OS and Pocket PC OS are

significantly different in many cases, so on-device instructions for Palm

OS and Pocket PC OS are provided separately within each chapter.

The appendices at the end of the guide provide information on special

setup situations, as well as Pylon troubleshooting topics should you

experience difficulty installing or using Pylon.

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Chapter 1

Conventions

Text conventions

The following table lists the text formatting conventions used

throughout this guide.

Ta b l e 1 - 1

Formatting

conventions

Item

Treatment

Example

Name of publication

Italic

Bold

Administrator Guide for

M-Business Anywhere

Server

User interface items:

buttons, links,

keywords

Click the Reset

button.

Multi-level menu

selections

Bold with vertical hash

Courier New

Select Start|Settings|

Control Panel.

Text you type in

Type Adminin this

field.

Text displayed in a file

or on the screen

Courier New

The screen reads:

Backup Complete

Variables

Angle brackets

<Enter>

Keyboard command

key

File names

Italic

pods.h

Setup.exe

Graphics conventions

Device screenshots in this guide represent Pocket PC OS version 3.0,

and Palm OS version 5.4.

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About this guide

Related publications

In addition to this guide, there are other publications available that you

may find useful while using Pylon. The Pylon Conduit and Pylon Pro

Technical Support page is located at:

http:/ / w ww .ian y w h ere.com/ support/ p y l o n_condpro.html

The Pylon Conduit and Pylon Pro Technical Support page provides

access to all of the published Pylon technotes, plus links to a detailed list

of supported devices and a page from which you can purchase a trouble

ticket.

If you have a question about your Pylon license, you may submit it

directly at:

http:/ / w ww .ian y w h ere.com/ support/ p y l o n/ license_questions.html

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Chapter 1

Contacting iAnywhere Solutions

Technical support

If you need assistance using iAnywhere software, in North America,

please contact iAnywhere Technical Support by calling 1-800-8SYBASE

(800-879-2273) and then selecting option 3. You can call Monday

through Friday (except major US holidays) between 9:00 a.m. and

9:00 p.m. Eastern time. Services will be provided in accordance with

your support agreement.

Outside of North America, for your local support number and hours,

please see:

http:/ / w ww .sybase.com/ contactus/ support

Note

For Pylon Conduit and Pylon Pro, the technical support that is included

at no additional charge is limited to installation assistance in the first 30

days following your purchase. You may purchase further support by

calling the technical support number. You may also be able to find the

answer to your Pylon Conduit or Pylon Pro question in one of the

technotes linked from the product’s Technical Support page at:

http:/ / w ww .ian y w h ere.com/ support/ p y l o n_condpro.html.

Registering as a Named Contact

Calling the 800-number during business hours should always work to

get you technical support — a Customer Number is created for you as

soon as your purchase is completed. You will find it faster and easier to

get technical support, by phone or online, if you have registered as a

Named Contact.

When you purchase an iAnywhere product, a Sybase Technical Support

Contact Form will automatically be emailed to you within 7-10 days. If

your company should need to add another Named Contact, or change

the one initially registered, call the Technical Support 800-number and

request a Sybase Technical Support Contact Change Form.

The Sybase Technical Support Contact Form will contain your Customer

Number, with spaces for you to provide an email address and other

identifying information for the Named Contact for your product. Fill in

the requested information and fax the form back to the phone number

indicated.

When your fax is received, an email will be sent to you, providing your

Technical Contact ID number. You can then use this number to speed

up the process when you call for technical support, and to access

technical support online.

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About this guide

Using the Sybase Online Support Services

A major benefit of using the Sybase Online Support Services is 24x7

availability. Online support also allows you to look up and review past

and current support issues.

When you register as a Named Contact, the email sent to you with your

Technical Contact ID number also contains instructions for registering

and using the Sybase Online Support Services. Follow these instructions

to register as a first-time user, or to update your account with

information for the new product you have purchased.

If you have any trouble registering for the Sybase Online Support

Services, you can of course call iAnywhere Technical Support for

assistance!

Application development — customizing iAnywhere

software

If you need help with customizing iAnywhere software to better serve

your enterprise, please contact iAnywhere Solutions Professional

Services at contact_us @i an y w h ere.com.

Product information

If you need information about other iAnywhere products for your

enterprise, please contact iAnywhere Workforce Sales at

contact_us @i an y w h ere.com.

Feedback on documentation

If you have questions or suggestions about this document or other

iAnywhere technical publications, please contact iAnywhere Technical

Publications at iasdoc @i an y w h ere.com.

We would like to receive your opinions, suggestions, and feedback on

this documentation. Although we do not reply to individual emails, we

read all suggestions with interest and attempt to incorporate them in

future releases.

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Chapter 1

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Getting started

“I n troduction” (page 27)

“I n s talling” (page 35)

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CHAPTER 2.

Introduction

■

“A b out P y l o n Conduit and P y l o n Pro” (page 28)

“Sys t em requirements” (page 30)

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Chapter 2

About Pylon Conduit and Pylon Pro

With Pylon Conduit and Pylon Pro from iAnywhere Solutions, moving

your data back and forth between Lotus Notes and your Pocket PC OS

or Palm OS device has never been easier.

About Pylon Conduit

In today’s mobile world, you need access to your email, address book,

calendar, and to do list, whether you are at the office or on the go. Pylon

Conduit provides seamless synchronization between Lotus Notes

Personal Information Management (PIM) applications and the native

applications on your Pocket PC or Palm OS device.

About Pylon Pro

Pylon Pro includes all of the Lotus Notes PIM to mobile device

functionality of Pylon Conduit, but also functions as a separate device

application that can take on the look and feel of any Lotus Notes

custom database. Using Pylon Pro, you can create a fully-customized

Pocket PC or Palm application from any Lotus Notes database.

Installation, configuration, and security

You easily can install and configure Pylon yourself. And you can use

Pylon knowing that your personal information is secure — both Pylon

Conduit and Pylon Pro maintain the Lotus Notes security model.

Components of Pylon

Pylon consists of software for your desktop computer and for your

mobile device.

Pylon on your desktop computer

On your desktop, either Pylon Conduit or Pylon Pro (depending on

which product you purchased) is installed as a configuration database

that you access from within Lotus Notes. From within the Pylon

Configuration Database, you can control which Lotus Notes databases

you sync with, how the information is displayed and organized on your

device, and which specific information within each database is

synchronized. For example, if you want to sync only the unread mail in

your Inbox, you indicate this preference in the configuration database.

Pylon Conduit on your mobile device

On your device, Pylon Conduit provides you with access to your Lotus

Notes PIM content, using the native Pocket PC or Palm applications

that you are already familiar with, such as Calendar, Contacts, and

Inbox.

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Introduction

Pylon Pro on your mobile device

On your device, Pylon Pro includes all of the Lotus Notes PIM

functionality of Pylon Conduit, but also functions as a device

application that can take on the look and feel of any Lotus Notes

custom database. Using Pylon Pro, you can create a fully-customized

Pocket PC application from any Lotus Notes database.

Synchronization between your desktop and your device

Your device communicates with your desktop computer when you use

Microsoft ActiveSync (for Pocket PC OS) or Palm HotSync Manager

(for Palm OS) and a cradle to sync. During the sync process, Pylon

moves information from Lotus Notes, such as unread mail or new

appointments, to your device. Pylon also moves information from your

device, such as replies to mail or new contacts, to Lotus Notes.

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Chapter 2

System requirements

Lotus Notes/ Domino Server requirements

Servers

■

Domino Server 5.x or 6.x or 7.0

Templates

■

Domino R5 and R6 templates

Note

Pylon does not support the use of a Lotus Notes server and client on the

same machine.

Desktop computer requirements

Palm OS and Pocket PC OS

■

Any of the following versions of Microsoft Windows:

■

Windows 98 Second Edition

Windows 2000 Professional with Service Pack 3

Windows NT 4 with Service Pack 6a

Windows XP Second Edition (Home or Professional)

■

Notes Client 5 or 6 or 7

Internet Explorer version 5.0 or greater

Pocket PC OS Only

■

Microsoft ActiveSync 4.0 or later for Windows Mobile 5

■

Microsoft ActiveSync 3.1 or later for other Pocket PC versions

Palm OS Only

■

Palm Desktop version 4.0 or later

Mobile device requirements

Pocket PC OS and Palm OS details

For the most current information about mobile devices and operating

systems that Pylon supports, see the Pylon Supported Platforms page:

http:/ / w ww .ian y w h ere.com/ de v e loper/ technotes/

p y l o n_supported_platforms.html

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Introduction

Supporting Word and Excel email attachments on Palm OS

Pylon is compatible with following DataViz Documents to Go components

and versions to support Word and/ or Excel email attachments:

■

DataViz Word-To-Go v5, v6, v7, to support Word email attachments

DataViz Sheet-To-Go v5, v6, v7, to support Excel email attachments

Caution

Pylon is not compatible with the DataViz Inbox to Go email component. If

you are purchasing a DataViz product to support Pylon on your Palm

device, you only need the Documents to Go product. If you have already

purchased the Inbox to Go product, make sure you install only the

DataViz components for Word and Excel documents.

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Chapter 2

Overview of Lotus Notes applications in Pylon

Mail overview

Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can

synchronize your Lotus Notes Mail application on your desktop

computer with the native Mail application on your Palm OS or Pocket

PC OS device.

You also can create new mail on your device. When you sync, the mail is

sent for you and a copy of the mail is placed in your Lotus Notes Inbox

for your reference.

Note

Mail stored in your Mail (Palm OS) or Inbox (Pocket PC OS)

application on your device prior to installing Pylon will not be

transferred to the Lotus Notes Mail application on your desktop.

Using Pylon, you can choose what you will sync, including:

■

The entire contents, both read and unread, of your Lotus Notes

Inbox

Contents from the last thirty days, both read and unread, of your

Lotus Notes Inbox

Contents from last seven days, both read and unread, of your Lotus

Notes Inbox

■

Any unread mail only from your Lotus Notes Inbox

Any of the above with or without Microsoft® Word® and Excel®

attachments

You also can decide not to sync your Mail.

If you choose any of the above Mail sync options, you can also specify

how Word and Excel attachments are to be handled:

■

Download Word attachments (.doc and .rtf files), as Word files or as

text appended to the message.

■

Download Excel attachments (.xls files).

Limit total size of binary file attachments per message.

Calendar overview

Note that application names differ slightly on different devices. On

older Palm devices, the Calendar application is called Date Book. See

Table 4 -1 , “A p plication names on different de v ice p latforms,” on

page 63.

Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can

synchronize your Lotus Notes Calendar application on your desktop

computer with the Pocket PC OS Calendar or Palm OS Calendar/ Date

Book application on your mobile device.

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Introduction

You also can create new Calendar entries on your device. When you

sync, your Calendar entries are placed in your Lotus Notes Calendar.

Using Pylon, you can choose what you will sync, including:

■

All entries in your Lotus Notes Calendar

Entries in your Lotus Notes Calendar from the last two months

Entries in your Lotus Notes Calendar from any specified time frame

You also can decide not to sync your Calendar.

Address Book overview

Note that application names differ slightly on different devices. On

newer Palm devices and on Pocket PC devices, the Address Book

application is called Contacts. See Table 4 -1 , “A p plication names on

different de v ice p latforms,” on page 63.

Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can

synchronize your Lotus Notes Address Book application on your

desktop computer with the native Address Book application on your

Palm OS or Pocket PC OS mobile device.

You also can create new entries on your device. When you sync, your

Pocket PC Calendar or Palm OS Address Book entries are placed in

your Lotus Notes Address Book.

Using Pylon, you can choose what you will sync, including:

■

All entries in your Lotus Notes Address Book

Another Lotus Notes Address Book, either yours or someone else’s

You also can decide not to sync your Address Book.

To Do List overview

Note that application names differ slightly on different devices. On

newer Palm devices and Pocket PC devices, the To Do List application is

called Tasks. See Table 4 -1 , “A p plication names on different de v ice

platforms,” on page 63.

Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can

synchronize your Lotus Notes To Do application on your desktop

computer with the native To Do application on your Palm OS or Pocket

PC OS device.

You also can create new To Do entries on your device. When you sync,

your To Do entries are placed in your Lotus Notes To Do.

Using Pylon, you can choose what you will sync, including:

■

All entries in your Lotus Notes To Do

Entries in your Lotus Notes To Do from any specified time frame

Another Lotus Notes To Do List, either yours or someone else’s

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Chapter 2

You also can decide not to sync your To Do.

Memo Pad (Palm only) overview

Note that application names differ slightly on different devices. On

newer Palm devices, the Memo Pad application is called Memo. See

Table 4 -1 , “A p plication names on different de v ice p latforms,” on

page 63.

Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can

synchronize the Memo Pad application on your Palm OS device with

your choice of Lotus Notes databases on your Desktop.

You also can create new entries on your device. When you sync, your

Palm OS Memo Pad entries are placed in the Lotus Notes database that

you have selected.

Using Pylon, you can choose what you will sync, including:

■

All entries in your Lotus Notes Mail Drafts folder (this is the default

setting).

■

All entries in another Lotus Notes Database such as a Journal.

You also can decide not to sync your Memo Pad.

Expense (Palm only) overview

Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can

create a Lotus Notes Expense database on your Desktop and

synchronize it with the native Expense application on your Palm OS

device.

You also can create new entries on your device. When you sync, your

Palm OS Expense entries are placed in your Lotus Notes Expense

database.

Using Pylon, you can choose what you will sync, including:

■

All entries in your Lotus Notes Expense database

Multiple Expense databases organized by category on your Palm

device

You also can decide not to sync your Expense.

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CHAPTER 3.

Installing

■

“O v e r v i e w ” (page 36)

“B e fore y o u install” (page 37)

“I n s talli n g P y l o n” (page 39)

“Co n f iguring P y l o n” (page 48)

“Modif y i n g y o ur P y l o n installation” (page 49)

“Repairing y o ur P y l o n installation” (page 51)

“U nin s talli n g P y l o n” (page 52)

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Chapter 3

Overview

Once you install Pylon Conduit and Pylon Pro from iAnywhere

Solutions, using Pylon is as easy as setting your personal preferences

and syncing.

To help you with the installation process, we suggest that you print out

this chapter on installing so that you can refer to it as you move through

the installation process. The sequence of steps and how they are

performed is critical, and running the installer is only one step in the

installation process.

Spending the time now to properly install Pylon will mean spending less

time later trying to troubleshoot a failed installation. If, however, you

find that you do have questions and need to troubleshoot, see

“T r oubleshooting” (page 179) for some helpful suggestions.

Installation checklist

Before you attempt to install Pylon, review the following task checklist.

Keep referring to the checklist as you continue with the installation

process.

Note

These instructions assume that you already have purchased the product

and obtained an access key or a license key. An access key allows you to

connect to the Notes Licensing Tool at iAnywhere to generate a license

key; the license key generated is automatically placed in your notes.ini

file. If you have not yet obtained either an access key or a license key,

see “T e chnical support” (page 22) for instructions on how to get

assistance.

! Download the latest version of Pylon software from our downloads

site. The software comes in the form of an installer executable file.

Save this file, either pylondesktopPocket PC.exe or pylondesktoppalm.exe.,

to a local drive where you easily can access it.

! Read the section in this guide entitled, “B e fore y o u install”

(page 37). Follow any relevant instructions in that section to ensure

that your desktop computer and mobile device environments are set

up properly for the installation.

! Run the installer executable to install the software on both your

computer and your device. See “I n s talli n g P y l o n” (page 39).

! Once you have installed the software, proceed to CH A P T ER 4.,

“Configuring basic PIM s y n c s ettings”.

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Installing

Before you install

Before you install Pylon, perform the steps outlined in the following

sections.

Tasks for existing Pylon users

The Pylon installer cannot directly upgrade an existing Pylon

installation. If you already have an earlier version of Pylon installed,

complete the tasks below before installing Pylon Conduit or Pylon Pro

Version 5.4.1:

■

“Sy n c w ith your current v e rsion of P y l o n one last time” (page 37)

“Record y o ur current P y l o n configuration settings” (page 37)

“U nin s tall other v e rsions of P y l o n” (page 37)

“U nin s tall Pocket PC first if s w itc h i n g to a Palm de v i ce” (page 38)

Sync with your current version of Pylon one last time

To avoid any confusion and potential for data loss, make sure that you

sync your current version of Pylon immediately before upgrading it.

Record your current Pylon configuration settings

If you are using an earlier version of Pylon, manually record any

configuration settings from your existing Pylon Configuration Database

(pyloncfg.nsf) that you want to save.

When you install the current version of Pylon, your old configuration

database (typically found at C:\Lotus\Notes\Data or

C:\Lotus\Domino\Data) is renamed to include a date and time

extension, for example, pyloncfg.nsf.11-19-2001-171857.

You cannot reuse the renamed configuration database with the current

version of Pylon. However, to access the old database to review a

previous configuration setting, do the following:

1. Delete the date and time extension.

2. Rename the file to something other than pyloncfg.nsf, for example,

old.nsf.

Note

Be sure to keep the .nsf extension unchanged when you rename the

file. If the Pylon installer finds a pyloncfg.nsf file in the Lotus Notes

data directory, it will automatically rename it at that time.

3. Double-click the file to open the database in Lotus Notes.

4. Manually record your configuration settings to duplicate them after

you install the current version of Pylon.

Uninstall other versions of Pylon

The current release of Pylon cannot be run on the same desktop with

an earlier version of Pylon software.

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Chapter 3

Note

This includes the 4.03C version of Pylon Conduit.

If you are running an earlier version of Pylon software, including any

version of Pylon Conduit, Pylon Pro, or Pylon Application Server, do

the following:

■

Sync your device a final time to back up your data.

Uninstall the old version from both your desktop and your device.

See “U nin s talli n g P y l o n” (page 52)

Uninstall Pocket PC first if switching to a Palm device

If you are switching from a Pocket PC OS device to a Palm OS device at

the same time that you are upgrading your Pylon installation, be sure to

uninstall the software supporting the Pocket PC OS device first. Then

install the software for your new Palm OS device before upgrading

Pylon.

Uninstall or disable other PIM conduits

Installing Pylon will allow you to sync Lotus Notes custom databases

(Pylon Pro only) plus your Mail, Calendar, Address Book, To Do, Memo

Pad (Palm OS only), Expense (Palm OS only), or some combination of

those six Lotus Notes applications.

If you are currently using another piece of software to sync one or more

of those PIM applications, you should uninstall the software or disable

the software from syncing those applications that you have chosen to

sync with Pylon.

Make sure Domino Server is not running on the same

machine

This release of Pylon does not support running a Lotus Notes

(Domino) server and a Lotus Notes client on the same machine.

Establish a partnership with ActiveSync (Pocket PC only)

You must have established at least one partnership with a mobile device

in ActiveSync before installing Pylon for Pocket PC OS. Establishing a

partnership means using ActiveSync to allow your desktop computer to

recognize your device. Only after establishing a partnership will you be

able to sync your device with your computer. If you have been syncing

your device with your desktop, you have been using ActiveSync and have

established a partnership.

Tip

If you need instructions on how to establish a partnership with

ActiveSync, see Microsoft's documentation. With ActiveSync open, click

Help|Microsoft ActiveSync Help.

Establishing a partnership with ActiveSync is the final step in the

“Before you install” section. You are now ready to move on to “I n s talli n g

P y l o n” (page 39).

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Installing

Installing Pylon

Once you have followed the steps outlined in the section , “B e fore y o u

i n s tall” (page 37), you are ready to move on to installing Pylon Conduit

or Pylon Pro on both your desktop computer and your mobile device.

When you are installing Pylon you will be prompted to choose from one

of two install options:

■

Typical

Installs all conduits: Mail, Calendar, Address Book, To Do, Memo

Pad (Palm OS only), and Expense (Palm OS only). If you have

purchased Pylon Pro, choosing Typical install option also installs

Pylon Pro custom database conduits.

■

Custom

Installs only the PIM conduits you choose. If you have purchased

Pylon Pro, choosing the Custom install option also installs Pylon Pro

custom database conduits. If you choose not to install certain PIM

conduits at this time, but later wish to install them, you will need to

reinstall Pylon at that time.

Think about which option you will choose before you initiate the

installer.

Caution

Note

Be sure to place your Pylon installer file (pylondesktopPocket PC.exe or

pylondesktoppalm.exe) in a permanent location where you can easily find

it. You may need to run it again to modify or repair your Pylon

installation. See “Modif y i n g y o ur P y l o n installation” (page 49) and

“Repairing y o ur P y l o n installation” (page 51).

If your installation fails to complete successfully, first see

“T r oubleshooting: Installing” (page 180). If the information there does

not provide a solution, consult the Pylon technotes that are linked from

the Pylon Technical Support page, referen ced in “Related publications”

(page 21).

To install Pylon:

1. Place your Pocket PC or Palm OS device in its cradle and perform a

final sync. After syncing, leave your device in its cradle.

2. Close Lotus Notes.

3. Double-click the installer file pylondesktopPocket PC.exe or pylondesktop-

palm.exe.

Note

If you forgot to uninstall a previous version of Pylon software that is

running on your desktop, you will receive a prompt asking if you

want to uninstall at this time. Click Yes to uninstall, then double-

click the installer file again to restart the installation process.

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Chapter 3

The Pylon installer Welcome panel appears.

F i g u r e 3 - 1

Pylon installer

Welcome panel

Note

If you have forgotten to close Lotus Notes, you will see the Close

Down Lotus Notes dialog box instead of the Welcome panel. To

solve this problem, close Lotus Notes, then return to the installer

and click Yes to proceed with installation.

4. Click Next to continue.

The Pylon License Agreement panel appears.

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Installing

F i g u r e 3 - 2

Pylon installer

License Agreement

panel

5. Read the license agreement, then click Yes to accept the agreement

and continue with the installation.

The installer Select Lotus Notes Installation panel appears.

F i g u r e 3 - 3

Pylon installer

Select Lotus Notes

Installation panel

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Chapter 3

6. Select the Lotus Notes Installation that you want Pylon to use.

Select one of the Lotus Notes Installations listed and click Next to

continue with the installer License Key Information panel, in step 7

below.

Select Custom Notes Installation if you have a non-standard

configuration of Lotus Notes. Two panels will be displayed for you

to specify the information necessary for Pylon to work with your

custom Notes configuration:

■

Locate Lotus Notes Program Directory — enter or browse to the

directory containing the nnotes.dll file for the Notes installation

you want Pylon to use.

■

Select Lotus Notes Base Version — select the base version for the

installation of Lotus Notes that you want Pylon to use. Ignore the

point number of your Lotus installation and select the base

version that matches your major version number. For example, if

you are using Notes version 6.5, select base version 6.0.

When you click Next after selecting your Lotus Notes base version,

the Pylon installer License Key Information panel appears,

7. Enter the Pylon access key or license key provided in your purchase

confirmation email or by your system administrator, then click Next.

Note

If you see an invalid access key error message, check to confirm

that you have entered your access key exactly as it was given to you.

For instructions, see “Troubleshooting: Installing” (page 180).

If you entered an access key, or a license key that is invalid, the

Pylon installer Select Internet Security Option panel appears. If you

entered a valid license key, go to step 9.

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Installing

F i g u r e 3 - 4

Pylon installer

Select Internet

Security Option

panel

8. Select the Internet security option that you want Pylon to use.

Pylon will use the method you select to send your Lotus Notes user

name and domain name to the iAnywhere access key server, and

then to send the generated license key back to your PC, where it is

placed into the notes.ini file and the Pylon Configuration database.

■

Secure Internet communication — uses SSL and HTTPS to

secure the information.

■

Open Internet communication — uses normal, insecure HTTP;

information could be intercepted during synchronization.

Click Next to display the installer Select Setup Type panel.

9. Select the type of Pylon setup you prefer.

■

Typical — installs all of the Pylon conduits that are available for

your mobile device platform. Click Next to display the installer

Select Palm Users (for Palm devices) or Select Additional CE

Devices (for Pocket PC OS devices). Continue with step 10 below.

■

Custom — allows you to specify which Pylon conduits are

installed. Click Next to display the installer Custom Pylon Setup

panel.

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Chapter 3

F i g u r e 3 - 5

Pylon installer

Custom Pylon Setup

panel

Deselect any Pylon conduits that you do not wish to install and click

Next to continue.

Note

If you are installing with a Pylon Conduit license, the “Pylon Pro

(custom databases)” option does not appear in this panel.

10. At this point, the installer panel specific for your mobile device plat-

form is displayed.

If you are installing for a Palm device the Select Palm Users panel is

displayed.

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Installing

F i g u r e 3 - 6

Pylon installer

Select Palm Users

panel

Select one or more Palm users that you want to enable, then click

Next to display the installer Choose Destination Location panel —

continue with step 11 below.

If you are installing for a Pocket PC OS device the Select Additional

CE Devices panel, in place of the Select Palm Users panel.

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Chapter 3

F i g u r e 3 - 7

Pylon installer

Select Additional CE

Devices panel

Select one or more CE devices that you want to enable, then click

Next to display the installer Choose Destination Location panel.

11. On the Choose Destination Location panel, specify the installation

directory for Pylon.

Just click Next if the default location is acceptable, or click Browse...

to choose a different destination folder for Pylon, then click Next.

The Pylon installer Select Program Folder panel appears.

12. The default Program Folder name is Pylon for Pocket PC or Pylon

for Palm, depending on which product you purchased. This name

will appear in your Start|Programs menu after installation. Click

Next to keep this as the program folder name.

The Pylon installer Setup Status panel appears, indicating the

percentage completed in the automated installation process.

13. If prompted, enter your Lotus Notes password, then click OK.

14. On a Pocket PC OS device, click Yes to install Pylon to the default

application install directory on your device.

15. On a Pocket PC OS device, when prompted, check your device

screen to see if additional steps are necessary, then click OK.

16. On a Pocket PC OS device, if you are installing with a Pylon Pro

license, click Yes again to install Pylon Pro to the default application

install directory on your device, then click OK.

17. When the installer has completed its work, you are asked whether

you wish to open Lotus Notes to view the Pylon Configuration data-

base.

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Installing

■

Click Yes to start Lotus Notes and open the Pylon Configuration

database so that you can configure Pylon to work best for your

specific mobile needs. See “Co n f iguring P y l o n” (page 48).

Click No to configure Pylon later.

18. After you exit Lotus Notes, or after clicking No above, the last Pylon

installer panel, InstallShield Wizard Complete, is displayed.

Click Finish to complete the installation process.

The Pylon installer completes the installation process. Pylon now is

installed on both your desktop and your device.

Note

If your installation fails to complete successfully, first see

“T r oubleshooting: Installing” (page 180). If the information there does

not provide a solution, consult the Pylon technotes that are linked from

the Pylon Technical Support page, referen ced in “Related publications”

(page 21).

Caution

Make sure you do not delete your Pylon installer file (pylondesktopPocket

PC.exe or pylondesktoppalm.exe) after the installation is complete. Make a

note of where it is located so that you can easily find it. You may need to

run it again to modify or repair your Pylon installation. See “Modifying

y o ur P y l o n installation” (page 49) and “Repairing y o ur P y l o n

i n s tallation” (page 51).

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Chapter 3

Configuring Pylon

After installation, you can move on to configuring Pylon to work for

your specific mobile needs. Unless you specified during installation

that you did not want all Pylon conduits installed, Pylon is configured by

default to sync your Mail, Calendar, Address Book, To Do, Memo Pad

(Palm OS only), and Expense (Palm OS only).

To modify the default settings for your Lotus Notes applications, see

CH A PTER 4., “Co n f iguring basic PIM s y n c s ettings”.To Sync one or

more Lotus Notes custom databases (Pylon Pro only), see CH A PTER 7.,

“Sy n cing custom databases”.

Note

If you need to enable a Pylon conduit that you did not install, or disable

a Pylon conduit that you did install, see “Modifyi n g y o ur P y l o n

i n s tallation” (page 49).

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Installing

Modifying your Pylon installation

If you need to change any of the settings you specified when you

installed Pylon Conduit or Pylon Pro, you can do so easily by running

the installer again. The Pylon installer detects the previous Pylon

Conduit or Pylon Pro, Version 5.4.1 installation and uses all its settings

as the default values when it presents its series of panels. You may

change any setting you need to.

Caution

When you do a Modify install, all of your manual configuration settings

are changed back to the defaults. This may be necessary if you need to

add a conduit that was not previously installed, but you should make

notes on all of your manual configuration settings before proceeding,

so that you can manually restore them.

Some useful things you can do in a Modify install:

■

Change your license key from an eval key to a permanent key, or

from a Pylon Conduit key to a Pylon Pro key.

Change your Lotus Notes information, when your Lotus Notes

installation is upgraded to a new base version.

Disable a conduit, like Calendar, that you installed but no longer

want to use.

Enable a conduit, like Calendar, that you did not install but now

decide you want.

To modify your Pylon installation:

1. Place your Pocket PC or Palm OS device in its cradle and perform a

final sync. After syncing, leave your device in its cradle.

2. Close Lotus Notes.

3. Double-click the installer file pylondesktopPocket PC.exe or pylondesktop-

palm.exe.

The Pylon installer Welcome panel for a maintenance install

appears.

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Chapter 3

F i g u r e 3 - 8

Pylon installer

Welcome panel for

maintenance install

4. Select Modify and click Next.

You are prompted to confirm that you want to modify your Notes

installation settings.

5. Click Yes to confirm your intent.

The Pylon installer takes you through the same series of panels that

you filled in during the previous install, with the values you specified

then used as the defaults now.

Continue with step 6 in the main “I n s talli n g P y l o n” (page 39)

instructions.

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Installing

Repairing your Pylon installation

If you suspect that a file supporting your Pylon installation may have

become corrupted, you can use the Pylon installer to repair any

damaged files while preserving all of your installation settings.

Caution

When you do a Repair install, all of your manual configuration settings

are changed back to the defaults. This is faster than uninstalling and

reinstalling Pylon, but you should make notes on all of your manual

configuration settings before proceeding, so that you can manually

restore them.

To repair your Pylon installation:

1. Place your Pocket PC or Palm OS device in its cradle and perform a

final sync. After syncing, leave your device in its cradle.

2. Close Lotus Notes.

3. Double-click the installer file pylondesktopPocket PC.exe or pylondesktop-

palm.exe.

The Pylon installer Welcome panel for a maintenance install, shown

in Figure 3 -8 , “Pylon i n s taller W e lcome panel for maintenance

i n s tall” (page 50), appears.

4. Select Repair and click Next.

The Pylon installer Setup Status indicates the percentage progress.

When it is complete, the Pylon installer Maintenance Complete

panel is displayed.

5. Click Finish.

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Chapter 3

Uninstalling Pylon

To uninstall Pylon software completely, you must uninstall it from both

your desktop computer and your mobile device.

Uninstalling Pylon from your desktop computer

Note

When you installed Pylon on your desktop computer, any Palm conduits

that had been enabled prior to installation were disabled when the

installer enabled the corresponding Pylon conduits. These disabled

Palm conduits will not be re-enabled when you uninstall Pylon; you will

have to re-install the Palm Desktop software in order to re-enable any of

them that you wish to use.

Uninstalling version 5.4.1 for Pocket PC OS or Palm OS

Follow these instructions to remove both Pylon Conduit and Pylon Pro

for either Pocket PC or Palm OS.

To uninstall version 5.4.1:

1. Place your Pocket PC or Palm OS device in its cradle and perform a

final sync. After syncing, leave your device in its cradle.

2. Close Lotus Notes.

3. Double-click the installer file pylondesktopPocket PC.exe or pylondesktop-

palm.exe.

The Pylon installer Welcome panel for a maintenance install, shown

in Figure 3 -8 , “Pylon i n s taller W e lcome panel for maintenance

i n s tall” (page 50), appears.

4. Select Remove and click Next.

You are prompted to confirm your intent to completely remove

Pylon and all of its components.

5. Click Yes to confirm your intent.

The Pylon installer Setup Status indicates the percentage progress.

Note

If any potentially shared files are detected, you will be prompted as

to whether these should be removed or left. You can probably delete

these files safely, but if you want to be cautious here, answer No to

these prompts.

When the removal is complete, the Pylon installer Maintenance

Complete panel is displayed.

6. Click Finish.

When you uninstall Pylon, the pyloncfg.nsf file is not removed. It

remains in the Lotus Notes data directory for you to view later if you

need to refer to your old Pylon settings.

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Installing

Uninstalling older versions for Pocket PC OS

Follow these instructions to remove both Pylon Conduit and Pylon Pro

for Pocket PC.

To uninstall older versions for Pocket PC OS:

1. Click Start|Settings|Control Panel.

2. Click Add/ Remove Programs.

3. Select Pylon for Pocket PC, Desktop Edition (5.3), Pylon for Pocket

PC (4.03C), or Pylon Conduit (4.02C).

4. Click Remove, then click Yes to confirm the uninstall.

5. If you are upgrading to a newer version of Pylon Conduit or Pylon

Pro, you can install the new version now. For instructions, see

“I n s talli n g P y l o n” (page 39).

Note

If you are not upgrading Pylon Conduit or Pylon Pro and you want

to synchronize your device with non-Lotus Notes PIM applications,

after uninstalling Pylon Conduit you will need to re-enable them. To

do this, open Microsoft ActiveSync, click Options, then check the

box beside any applications you wish to sync.

Uninstalling older versions for Palm OS

Follow these instructions to remove both Pylon Conduit and Pylon Pro

for Palm.

To uninstall older versions for Palm:

1. Click Start|Settings|Control Panel.

2. Click Add/ Remove Programs.

3. Select Pylon for Palm, Desktop Edition (5.3) or Enterprise for

Lotus Notes (4.0 or lower).

4. Click Remove.

5. During the uninstall process, you may be asked if you want to unin-

stall the files instaide.dll and vb40032.dll. Click No.

Note

If you are upgrading to a higher version of Pylon, you can install

that version now. If you are not upgrading Pylon and want use Palm

Desktop instead, you will need to reinstall your Palm Desktop

software at this time.

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Chapter 3

Uninstalling from your mobile device

To complete the uninstall procedure, delete all Pylon files from the

device.

Uninstalling from a Pocket PC OS device

To uninstall from a Pocket PC OS device:

1. Remove your device from its cradle.

2. Tap Start|Settings.

3. Tap the System tab.

4. Tap Remove Programs.

The Remove Programs screen appears.

5. Tap Pylon, tap Remove, then tap Yes.

6. If you have installed Pylon Pro, tap Pylon Pro, tap Remove, then tap

Yes.

7. Tap OK.

8. Tap Start|Programs.

9. On the Programs screen, tap File Explorer.

10. In File Explorer, tap Windows|Pylon|Databases.

The Databases folder appears, with your Pylon Pro databases listed

11. Tap Edit|Select All.

12. Tap and hold on one of the databases, then select Delete from the

drop down menu.

13. Click Yes to confirm deletion of the files.

Uninstalling from a Palm OS device

Pylon on your mobile device consists of several components. Be sure to

delete all files from your mobile device.

To uninstall from a Palm OS device:

1. Tap the Menu silk screen button.

2. Tap App|Delete.

3. Select all Pylon files.

Note

For version 4.0 and lower, there are multiple files.

4. Tap Delete.

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Syncing Lotus Notes PIM

applications

“Configuring basic PIM s y n c s ettings” (page 57)

“C u s tomizing P y l o n” (page 71)

“Accessi n g PIM applications on y o ur de v ice”

(page 97)

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CHAPTER 4.

Configuring basic PIM

sync settings

■

“O v e r v i e w of configuration tasks and documentation” (page 58)

“Accessi n g P y l o n on y o ur de s ktop computer” (page 60)

“Disabli n g or enabling a PIM application” (page 64)

“S e tting the s y n c A ction” (page 65)

“C h oo s i n g a s y n c f ilter” (page 67)

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Chapter 4

Overview of configuration tasks and documentation

PIM configuration task checklist

Use the following checklist when modifying the sync options for each

Lotus Notes PIM application.

! Determine what you want Pylon to do with the PIM application.

With Mail, for example, if you sync frequently, you may need only

your unread Mail from the last seven days on your device. Or, you

may decide that you do not need to sync Mail, either permanently

or temporarily.

! Open the Pylon Configuration database in Notes.

! Enable or disable syncing of the PIM application.

! Set the sync action for the PIM application.

! Select the most appropriate filter for the PIM application,

depending on your mobile needs.

! Modify one of the provided filters if necessary, in order to better

meet your specific mobile needs.

! Tip: If you are upgrading from an earlier version of Pylon, to avoid

any unwanted duplicate entries, set the sync Action on all

applications to Desktop overwrites handheld for your first sync.

! Save and close the Pylon Configuration database.

! Sync your device to test your new configuration and access your

Lotus Notes PIM applications on your device.

! Tip: If you are upgrading from an earlier version of Pylon, and do

not want to the sync Action for all your applications to be Desktop

overwrites handheld:

- Reopen the Pylon Configuration database in Notes

- Set the permanent sync Action settings that you want for each

application

- Save and close the Pylon Configuration database.

Roadmap to Pylon configuration instructions

The instructions for performing each of the tasks above for each of the

different PIM application are very similar. You configure all of the PIM

applications from the same Lotus Notes screen. In the following

sections, you will find generic instructions for performing each of the

tasks listed above for any PIM application:

■

The generic instructions, beginning with “Accessi n g P y l o n on y o ur

de s ktop computer” (page 60), take you all the way through the first

part of modifying a sync filter for an application.

■

Application-specific instructions for modifying a sync filter

complete this chapter, starting with “Maki n g M ail -s p ecific changes

to a s y n c f ilter” (page 81).

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Configuring basic PIM sync settings

■

If you need to sync additional Calendars, Address Books, To Do

Lists, or Expense databases, instructions are provided in the next

chapter, in “Sy n cing additional application databases or v i e w s”

(page 91).

If you have Pylon Pro and need to sync custom databases,

instructions are provided in the three chapters in the section titled,

“Sy n cing custom databases (P y l o n Pro onl y )” (page 131),

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Chapter 4

Accessing Pylon on your desktop computer

Access the Pylon Lotus Notes database in Lotus Notes to configure your

sync options for Lotus Notes PIM applications (Pylon Conduit and

Pylon Pro) and Lotus Notes custom databases (Pylon Pro only). The

name of the Pylon Lotus Notes database is the Pylon Configuration

Database (pyloncfg.nsf).

Opening the Pylon Configuration Database

To open the Pylon Configuration Database:

1. Open Lotus Notes.

2. Click File|Database|Open.

The Open Database dialog box appears.

F i g u r e 4 - 1

Open Database

dialog box

3. Choose Local as the server.

4. Choose Pylon Configuration as the database. The Filename is

pyloncfg.nsf.

5. Click Open.

The Pylon Configuration Database appears.

Tip

If Lotus Notes is not already running, you can open it and go

directly to the Pylon Configuration Database by making a selection

from the Windows Start menu:

Start|Programs|Pylon for <platform>|Pylon Configuration Database

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Configuring basic PIM sync settings

F i g u r e 4 - 2

Pylon Configuration

Database

The Pylon Configuration Database consists of two Views:

■

Configurations: Choose this View to access and edit your Pylon

Configuration document. Settings in the Pylon Configuration

document determine the general behavior of your Lotus Notes PIM

and, if you have Purchased Pylon Pro, of your custom database

conduits.

■

Filters: Choose this View to access and edit all of your available

Pylon filters, or to create new filters. Your Pylon filters determine

the specific information that is synchronized through your Lotus

Notes PIM and, if you have purchased Pylon Pro, through your

custom database conduits.

Opening your Pylon Configuration document

To open your Pylon Configuration document:

1. Open the Pylon Configuration Database in Lotus Notes. For instruc-

tions, see “O pening the P y l o n Configuration Database” (page 60).

2. Click Configurations in the navigation pane, then click Edit Config-

uration.

Note

The first time you open the configuration document, you may see a

Create Cross Certificate dialog box. Click Yes to close the box. You

also will see one or several Execution Security Alert dialog boxes.

Click Trust Signer to close the boxes. You only have to perform this

action once (for each box). For more information about these

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Chapter 4

dialog boxes, see “Troubleshooting: A ccessi n g P y l o n Configuration

document” (page 189).

Your configuration document appears. You configure Pylon in this

document.

F i g u r e 4 - 3

Your Pylon

configuration

document

Note

The above screen shows a Pylon Pro installation for a Palm device, with

all applications, Advanced Options, and Additional Databases enabled.

If you have Pylon configured differently, your screen may look different:

■

If you have not enabled Advanced Options, the Log Level and Multi

PC Support fields do not appear.

If you have not enabled Additional Databases, the column of entries

for #Apps does not appear.

If you have not enabled one of the applications, its checkbox on the

left is not selected and its icon appears as black outlines only.

If you have installed Pylon for a Pocket PC OS device, the Memo

Pad and Expense applications do not appear.

If you have licensed Pylon Conduit, the entry for the PylonPro

application does not appear.

The names of the applications listed on the Pylon Configuration

document are the same, independent of the mobile device you are

using. However, the names of some applications on your device may be

different. Table 4 -1 lists the application names on different platforms

that correspond to the applications listed on your Pylon Configuration

document.

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Configuring basic PIM sync settings

Ta b l e 4 - 1

Plyon

Configuration

Document

Application names

on different device

platforms

Older Palm OS

devices*

Newer Palm OS

devices*

Pocket PC

Mail

Inbox

Mail

Calendar

Date Book

Address

Calendar

Contacts

Tasks

Address Book

To Do List

Expense

Contacts

Tasks

To Do List

Expense

(not available)

Expense

Memo

Memo Pad

* “Newer Palm OS devices” are palmOne devices with Palm OS 5.2.1 or

later. “Older Palm devices” are those Palm OS devices made by

manufacturers other than palmOne, or palmOne devices with Palm OS

version prior to 5.2.1.

For information on configuring Pylon to sync individual Lotus Notes

PIM applications, see the following sections in this chapter.

For information on configuring Pylon to do the following, see these

other sections of this guide:

■

Syncing multiple Lotus Notes databases for the same application —

“Sy n cing additional application databases or v i e w s” (page 91).

Setting the Pylon Log Level for troubleshooting purposes —

“T r oubleshooting: Using the P y l o n Log database” (page 182)

Supporting multiple users on one PC — A P PENDIX B., “Setting up

P y l o n for multiple users,” starting on page 191

Supporting multiple PCs (Palm only) — A P PENDIX C., “Sy n cing

from multiple desktop computers (Palm OS onl y ),” starting on

page 197

■

Syncing one or more Lotus Notes custom databases (Pylon Pro

only) — CH A PTER 7., “Sy n cing custom databases,” starting on

page 133

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Chapter 4

Disabling or enabling a PIM application

To enable or disable a PIM application conduit in Pylon:

1. Open the Pylon Configuration Database. For instructions, see

“Accessi n g P y l o n on y o ur de s ktop computer” (page 60).

2. In the navigation pane, click Configurations, then click

Edit Configuration.

3. In your configuration document, check the box beside the icon for

the PIM application you want to enable.

A check in the box indicates the application is enabled. No check

and a gray icon indicates the application is disabled.

Note

When you disable the application, the sync action changes to

Do Nothing.

4. Click Save and Close to save your changes and exit your configura-

tion document, or continue making changes to your Pylon configu-

ration.

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Configuring basic PIM sync settings

Setting the sync Action

There are four synchronization actions from which you can choose.

Table 4 -2 describes in detail what happens with the information on your

device and data on your desktop when you sync.

Table 4-2 Sync Action options

Icon*

Action

Description

Use When...

Synchronize

the files

All documents created or modified

since the last sync will sync to the

other side, whether they originate in

When your normal way of working

is to make changes in information

both your device and in Notes on

(default

Lotus Notes or on your device. Modi- your desktop, and you want to

fied documents will replace the old keep the two sets of information in

ones. If a document is deleted on one sync. Note, however that if you

action for

active appli-

cations)

side, it will be deleted on the other

side during the sync.

change the same item on both

ends, the item may be duplicated —

the default Conflict Resolution

setting in Calendar and To Do List

filters is Keep both Versions.

Note: The amount of time it takes to

sync is directly proportional to the

amount of data being transferred.

Desktop

overwrites

handheld

All documents in Lotus Notes will

sync to your device based on the

selection criteria.

Use this as a permanent setting if

your device data is read-only —

you download from your desktop,

but never make changes on your

device.

Note: All existing

documents on the device will be

deleted.

Use this as a one-time sync option, to

refresh your device data with a

clean copy from Notes on your

desktop.

Handheld

writes to

desktop

All documents on your device will be

copied to Lotus Notes. Existing data

in Lotus Notes will not be deleted.

The first time you sync, all records on

the device are copied to Lotus Notes.

Each time you sync again, without

deleting all the records from your

device, duplicate records will be cre-

ated in Lotus Notes.

When you have information on

your mobile device and you want

to have it copied to Notes on your

desktop.

Caution: This is a one-time sync

option — after syncing once to

copy device data to your desktop,

switch immediately to Synchronize

the files or Desktop overwrites

handheld before syncing again.

Do Nothing

No action is taken during a sync. This When you want to temporarily

is the default for non-active applica-

tions.

disable syncing individual applica-

tions.

* Clicking the icon sets all of your applications to the associated sync

Action.

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Chapter 4

Tip

If you are upgrading from an earlier version of Pylon, to avoid

unwanted duplicate entries, set the sync Action to Desktop overwrites

handheld for your first sync after upgrading. Then, after syncing, set the

sync Action to the permanent setting you want for each application.

To change the sync action for a PIM application:

1. Open the Pylon Configuration Database. For instructions, see

“Accessi n g P y l o n on y o ur de s ktop computer” (page 60).

2. In the navigation pane, click Configurations, then click

Edit Configuration.

3. In your configuration document, make sure the box beside the icon

for the PIM application you are configuring is checked.

4. Underneath Action, click the drop-down arrow.

The sync Action Select Keywords panel appears.

F i g u r e 4 - 4

Select Keywords

panel

5. From the Keywords list, click the new action.

6. Click OK.

The panel closes and you return to your configuration document.

7. Click Save and Close to save your changes and exit your configura-

tion document, or continue making changes.

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Configuring basic PIM sync settings

Choosing a sync filter

Pylon software comes with several pre-defined sync filters for each PIM

application . T able 4 -3 describes the pre-defined sync filters that are

available. When you use one of these filters to further define your sync

options for a PIM application, you may not need to specify any

additional Lotus Notes or device specifications.

Ta b l e 4 - 3

Pre-defined sync

filter options

Filter

Choose this filter to...

Mail

My Inbox

Synchronize all Mail in Lotus Notes Mail,

both read and unread, to device Mail or

Inbox.

My Inbox - Last 30 days

(default)

Synchronize all Mail in Lotus Notes Mail,

both read and unread, to device Mail or

Inbox from the last thirty days.

My Inbox - Last 7 days

Synchronize all Mail in Lotus Notes Mail,

both read and unread, to device Mail or

Inbox, for last seven days.

My Inbox - Unread Only

Synchronize all unread Mail in Lotus Notes

Mail to device Mail or Inbox.

Calendar*

My Calendar

Synchronize all items in your Lotus Notes

Calendar and Pocket PC or Palm OS device

Calendar.

My Calendar - Last 2 Months Synchronize only those items in your Lotus

(default)

Notes Calendar and Pocket PC or Palm OS

device Calendar from the last 2 months.

Address Book*

My Personal Address Book

Synchronize all items in your Lotus Notes

Address Book and Pocket PC or Palm OS

device Address Book application.

My Personal Address Book -

Home & Business

(default)

Synchronize all items in your Lotus Notes

Address Book and Pocket PC or Palm OS

device Address Book application — assign-

ing the personal address as the primary

address and mapping the business address

to a custom field.

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Chapter 4

Filter

Choose this filter to...

To Do List*

My Tasks

(default)

Synchronize items in your Lotus Notes

To Do List and your mobile device

To Do List (Palm) or Tasks (Pocket PC)

application.

Memo Pad (Palm OS only)

My Drafts

(default)

Synchronize all items in your Lotus Notes

Mail Drafts folder and Palm OS device

Memo Pad application.

My Journal

Synchronize items in a Journal database of

Lotus Notes and Palm OS device

Memo Pad.

Note: The Journal database (journal.nsf), is

manually installed on Lotus Notes Client

installations for versions 4.6 or later.

Expense (Palm OS only)

Synchronize items in an Expense database

in Lotus Notes and Palm Expense.

Custom Expense

(default)

Note: We provide a template (pylonexp.ntf)

that you can use to manually create an

Expense database for use with Lotus Notes.

See “Maki n g E xpense -s p ecific changes to a

sy n c f ilter (Palm onl y )” (page 89).

* Application names differ slightly on different devices — see T able 4 -1 ,

“A p plication names on different de v ice p latforms,” on page 63.

If none of the pre-defined filters meet your needs, you may customize

one of them to work exactly the way you want. See “C u s tomizing a s y n c

filter” (page 74).

To select a sync filter for a PIM application:

1. Open the Pylon Configuration Database. For instructions, see

“Accessi n g P y l o n on y o ur de s ktop computer” (page 60).

2. In the navigation pane, click Configurations, then click

Edit Configuration.

3. In your configuration document, make sure the box beside the icon

for the PIM application you are configuring is checked.

4. Under Filter, click the drop-down arrow.

The Inbox Select Keywords panel appears.

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Configuring basic PIM sync settings

5. From the Keywords list, click the name of the new filter.

6. Click OK.

The panel closes and you return to your configuration document.

7. Click Save and Close to save your changes and exit your configura-

tion document, or continue making changes.

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Chapter 4

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CHAPTER 5.

Customizing Pylon

■

“Maki n g a copy of a s y n c f ilter” (page 72)

“C u s tomizing a s y n c f ilter” (page 74)

■

“Dis p la y i n g the list of P y l o n filters — Filters v i e w of P y l o n

Configuration Database” (page 74)

■

“Maki n g changes to Custom Field Mapping” (page 75)

“Maki n g generic changes to a s y n c f ilter” (page 76)

“Maki n g M ail -s p ecific changes to a s y n c f ilter” (page 81)

“Maki n g Calendar -s p ecific changes to a s y n c f ilter” (page 83)

“Maki n g A d dre s s Book -s p ecific changes to a s y n c f ilter” (page 85)

“Maki n g T o Do List -s p ecific changes to a s y n c f ilter” (page 86)

“Maki n g M emo Pad -s p ecific changes to a s y n c f ilter” (page 88)

“Maki n g changes to the My J o urnal filter (Palm onl y )” (page 88)

“Maki n g E xpense -s p ecific changes to a s y n c f ilter (P alm onl y )”

(page 89)

■

“Sy n cing additional application databases or v i e w s” (page 91)

■

“Creating a new filter for the additional database or v i e w ”

(page 93)

■

“E n abling the additional database or v i e w w ith i n i tial sy n c A ction

of “Desktop o v e r w r ites handheld ”” (page 94)

■

“Sy n cing y o ur de v ice” (page 95)

“C h anging the s y n c A ction on the additional database or v i e w ”

(page 95)

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Chapter 5

Making a copy of a sync filter

If you wish to create a new sync filter based on the settings in an existing

filter, you may make a copy of the existing filter and then make changes

to the copy. There are two reasons why you might want to make a copy

of a sync filter:

■

Preserve the original filter settings in case you want to restore them

later.

■

Sync additional databases for the same application, with slightly

different filter settings for each.

To make a copy of a sync filter for a PIM application:

1. Open the Pylon Configuration Database. For instructions, see

“Accessi n g P y l o n on y o ur de s ktop computer” (page 60).

2. In the Navigation pane, click Filters.

A list of all available filters appears in the View pane.

F i g u r e 5 - 1

All available pre-

defined filters

Note

The above screen shows a Pylon Pro installation for a Palm device. If

you have licensed Pylon Conduit, you will not see the “PylonPro”

application entry. If you install Pylon for Pocket PC, the “Date Book”

entry is labeled “Calendar.”

3. Under the heading for the PIM application you are configuring,

click the filter name that you wish to copy.

4. In the Lotus Notes menu, select Edit|Copy.

5. In the Lotus Notes menu, select Edit|Paste.

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Customizing Pylon

To modify the copy of the sync filter that you just created, see

“C u s tomizing a s y n c f ilter” (page 74).

To use the copy of the sync filter with an additional databases for the

same application. see “Sy n cing additional application databases or

vi e w s” (page 91).

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Customizing a sync filter

Filters determine the specific databases that are accessed during a sync,

and the specific information that is synchronized from each individual

Lotus Notes PIM and custom database. If none of the pre-defined sync

filters allows you to sync an application exactly the way that you want to,

you can customize a filter to better meet your needs.

Caution

To be safe, make a copy of any pre-defined filter and then modify the

copy. This approach will allow you to restore particular settings from the

original filter if you should ever need to. Some settings, like the “View

or Formula” entry, may be difficult to recreate by hand. For instructions

on copying a filter, see “Maki n g a copy of a s y n c f ilter” (page 72).

Caution

Before customizing a sync filter, if the sync Action for the application

using the filter is set to Synchronize the files, sync your device

immediately before making any filter changes.

After customizing a sync filter, if the sync Action for the application

using the filter has is not already set to Desktop overwrites handheld,

set the sync Action to Desktop overwrites handheld for the first sync

after making the changes, then set the sync Action back to what it was

before you customized the filter.

Displaying the list of Pylon filters — Filters view of

Pylon Configuration Database

All available filters can be accessed from the Filters View of the Pylon

Configuration Database.

To access your Pylon filters:

1. Open the Pylon Configuration Database in Lotus Notes. For instruc-

tions, see “O pening the P y l o n Configuration Database” (page 60).

2. In the navigation pane, click Filters.

A list of all available Pylon filters appears in the View pane.

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Customizing Pylon

F i g u r e 5 - 2

All available filters

Note

The above screen shows a Pylon Pro installation for a Palm device. If

you have licensed Pylon Conduit, you will not see the “PylonPro”

application entry.

To make changes to a PIM application sync filter, continue with the

following section, “Maki n g generic changes to a s y n c f ilter” (page 76).

to make changes to a PIM application sync filter.

For information on how to create and edit filters for Lotus Notes

custom databases, see “Sy n cing custom databases” (page 133).

Making changes to Custom Field Mapping

Although the Custom Field Mapping section on filter configuration

documents contains a list of fields that is specific to each application, it

is not listed under the application-specific instructions that follow. It is

not listed in the generic instructions below, either. It is a special case, for

these two reasons:

■

Pylon’s default field mappings are the best match-up of fields in the

Notes database with fields in the device application, so you will

probably never need to change them.

■

Typical Notes and Pylon users should not try to modify the default

field mappings. If you want to change the default mappings, you

should either be a Lotus Notes expert yourself, or bring in a Lotus

Note expert to assist you.

That said, here is an overview of what is involved in changing the

custom field mappings for a sync filter:

■

In the Custom Field Mapping section of a filter configuration

document, the names on the left are the device field names.

■

The default Lotus Notes field name mapped is not displayed.

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Chapter 5

■

To override a default, enter the appropriate Lotus Notes field name

next to the device field name.

The Lotus Notes field name that you enter must be a valid field

name in the database specified in the Lotus Notes Configuration

section.

■

You can enter an asterisk (*) to prevent a field from being mapped.

If you enter an asterisk for the field name, the data will not

synchronize in either direction for the field.

Formulas can be used in Custom Field Mapping fields, but the

device field data then can never sync back to Lotus Notes.

Caution

If you start to make a change in the Custom Field Mapping section of an

application filter, you will be warned to sync with the old settings before

making the change if all of the following are true:

■

the application sync Action is not “Desktop overwrited handheld”

you already have application data on your device

you have a Palm OS device, or the Pocket PC application is

Calendar or To Do List

Ignoring this warning may lead to loss of changes made in device data.

For details on Pylon’s default field mappings, see APPENDIX F .,

“C u s tom field mapping on Palm,” starting on page 215.

Making generic changes to a sync filter

Caution

If you wish to preserve the existing sync filter, make a copy of it first and

then make changes to that copy. See “Maki n g a copy of a s y n c f ilter”

(page 72).

To make generic changes to a sync filter for a PIM application:

1. Display the list of Pylon filters in the Pylon Configuration Database.

For detailed instructions, see “Displayi n g the list of P y l o n filters —

Filters v i e w of P y l o n Configuration Database” (page 74).

2. Under the heading for the PIM application you are configuring,

double-click a filter name.

For a description of the pre-defined filters that are available, see

Table 4 -3 , “Pre -d efined s y n c f ilter options,” on page 67.

The filter configuration document apears.

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Customizing Pylon

F i g u r e 5 - 3

Generic filter

settings, shown on

My Inbox Mail filter

The figure above shows the first three sections of the filter

configuration document for a Mail filter. Filter configuration

screens for for all PIM applications look very similar in these first

three sections, which are covered in sequence in the steps that

follow. The few differences are noted in the detailed instructions.

If you want to go directly to one of those sections, here are the cross

references:

■

“Filter I n f ormation section” (page 77)

“Lotus Notes Configuration section” (page 78)

“Device Configuration section” (page 79)

Each filter configuration screen also has at least one section with

details that are specific to the PIM application. Most applications

have an application configuration section. All applications have a

Custom Field Mapping section. These application-specific sections

are covered after the generic sections:

■

“Maki n g M ail -s p ecific changes to a s y n c f ilter” (page 81)

“Maki n g Calendar -s p ecific changes to a s y n c f ilter” (page 83)

“Maki n g A d dre s s Book -s p ecific changes to a s y n c f ilter” (page 85)

“Maki n g T o Do List -s p ecific changes to a s y n c f ilter” (page 86)

“Maki n g M emo Pad -s p ecific changes to a s y n c f ilter” (page 88)

“Maki n g E xpense -s p ecific changes to a s y n c f ilter (P alm onl y )”

(page 89)

Filter Information section

3. Double-click Fully Defined Options.

The filter configuration document becomes a full options filter

template. Any configuration document for a filter for a PIM

application has the same general layout. The default settings for the

My Inbox filter are shown in Figure 5 -3 , “Generic filter settings,

s h o w n o n My Inbox Mail filter” (page 77).

Caution

Do not change the filter’s:

App — if you need a filter for a different application, select or copy

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Chapter 5

one from the list of available filters; see “C u s tomizing a s y n c f ilter”

(page 74).

Title, if the filter is already in use by an application.

Caution

Do change the filter’s Title, if f this filter is a copy you have made.

When you copy a filter, the copy has the same name in Filter View

until you change the Title. Give your filter copies descriptive Titles

that let you easily identify them in Filter View.

Lotus Notes Configuration section

4. Make changes as necessary to the Lotus Notes Configuration sec-

tion, which contains these Lotus Notes database-specific fields.

■

Server: Select or enter the name of the Notes server (for

example, <server name>/ <your domain name>) where the Notes

database is located. Click on the drop-down arrow to display a

Keyword list of known servers. You can also select “Local” if your

database is on your local computer, instead of a “remote” server.

■

Database: Select or enter the name of the Notes database (for

example, Mail\jdoe.nsf) that should be used for syncing. Click on

the drop-down arrow to display a Keyword list of known name-

paths.

Note

If you have not specified a valid server or “Local” in the Server field,

you will not be able to edit the Database field.

■

View or Formula: Select or enter the View or folder name, or

enter a selection formula to designate which documents in Notes

should be used for syncing. Click on the drop-down arrow to

display a Keyword list of known Views and folders in the current

database.

When using @Adjust(@Now;... in a formula, the second postion

after Now denotes the number of days in the past, using a negative

integer, and the third position denotes the number of days in the

future, using an unsigned integer.

The following are examples of formulas you could enter:

- documents from the past 10 days

"CalendarDateTime>@Adjust(@Now; 0; -10; 0; 0; 0; 0)"

- documents from the past two months

"CalendarDateTime>@Adjust(@Now; 0; -60; 0; 0; 0; 0)"

- documents within a period, for example, from two weeks ago to

one week in the future

"CalendarDateTime>@Adjust(@Now; 0; -14; 0; 0; 0; 0) &

CalendarDateTime<@Adjust(@Now; 0; 0; 7; 0; 0; 0)"

- documents from 30 days in the past to 30 days in the future

"CalendarDateTime > @Adjust(@Now; 0; 0; -30; 0; 0; 0) &

CalendarDateTime < @Adjust(@Now; 0; 0; 30; 0; 0; 0)"

- documents that have a subject that contains the word "year"

"@Contains(Subject; "year")"

Note

If you enter a formula that specifies a date range, for Calendar and

Tasks this affects only the syncing of documents from Lotus Notes to

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Customizing Pylon

your device. When the sync Action is set to Synchronize the files, if

device Calendar or Task events have dates that are outside of the

range of the formula, they will still be synced to Lotus Notes when

they are first encountered. However, on the very next sync they will

be deleted from the device.

■

Form: Select or enter the form name. Click on the drop-down

arrow to display a Keyword list of known forms in the current

database.

■

Modified Date: Click on the drop-down arrow to display a

Keyword list of days. Options are listed below. Any selection other

than All restricts the scope of the sync Action setting. Only

records that have been created or modified within the specified

date range are synced.

All - Syncs all the entries (this is the default setting).

Last # days - Syncs all the entries modified in the last # days.

Last day - Syncs the entries modified in the last 24 hours.

Since last sync - Syncs only the entries that have been modified

since the last sync.

Device Configuration section

5. Make changes as necessary to the Device Configuration section,

which contains these device-specific fields.

■

Note: Lotus Notes included a Note field that Pylon uses in

different ways with different applications. The Note field on a

filter tells Pylon how to process the Note field when it is synced

from Lotus Notes to your device. You can specify a size to which

the Note field will be truncated, all the way from the Louts Notes’

limit maximum of 32,000 characters down to only 50 characters.

You may also specify that the Note field not be synchronized at

all.

Note

On Pocket PC OS, whenever you view the contents of the Note field

in an application on your device, it is marked as changed, even if

you actually make no changes. With sync Action set to “Synchronize

the files”, can sometimes lead to unexpected results in the

corresponding record in Lotus Notes.

■

Category Sync: Categories are a Lotus Notes feature that can be

used with Pylon to simulate multiple folders or multiple

databases within a single device application.

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Note

Category Sync is not used with the Calendar application on Palm. In

versions of Palm OS before 5.2, Pylon uses PylonSelect instead of

categories for multiple Calendars. In Palm OS 5.2 and later, Pylon

only supports syncing of one Calendar database. Pylon only

supports syncing a single To Do database on all versions of Palm OS.

Categories are handled similarly in both Lotus Notes and in

Pocket PC OS applications — both support zero or more categories.

Palm OS applications support only zero or one categories; when

syncing from Lotus Notes to a Palm device, only the first category

listed in Notes syncs to the device.

Category values in records will sync normally to the device unless

the Category Sync field has a value or multiple filters are configured

for an application. If this field has a value, the records for this filter

will have the Category Sync value and not the records’ Category

field value when synced to the device. The Category field value will

remain in Notes, however. For example, if a record in Lotus Notes

has a Category value of “Travel” and the Category Sync value in the

filter is “Calendar A,” the Category value on the device after sync

will be “Calendar A.”. In Notes, the Category value will remain

“Travel.”

Note

If a Notes document is associated with two or more Categories in

Lotus Notes, your Category Sync entry is compared to the first Notes

Category to determine if the item should be included in a sync.

Caution

On Palm OS devices, Category names are truncated to 15 characters

— make sure your Category names in Lotus Notes do not exceed 15

characters in length if you are using a Palm OS device.

■

Private Record: The feature refers to records that you mark as

Private. Click the drop-down arrow to display a Keyword list with

choices.

- Sync Private Items - syncs records marked as private just like

records that are not marked as private — this is the default

- Encrypt Private Items - syncs records marked as private, but

encrypt them first

- Do not synchronize - Private records that had not been synced,

before “Do not synchronize” was set, now will not sync to the

other side. If private records from either Lotus Notes or the

device have been synced to the other side (by using the “Sync

Private Items” setting), the “Do not syncrhonize” setting will

remove the private records from the non-originating side. If the

private value for any synced record (using “Sync Private Items”) is

changed, and the setting is changed to “Do not synchronize,” the

private field value will be synced on the first sync; on the second

sync the record will then be removed from the non-originating

side, if applicable.

■

For example: record A is created in Notes and synced to the

device, it is not marked private. On the device the record is

marked private. The private setting is changed from Sync to Do

not sync. The first sync recordA in notes will now also be marked

private, recordA is now "in sync" in Notes and on device. During

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the second sync recordA will be removed from device, since it

originated in Notes. This functionality only applies to calendar

and tasks.

On Palm, configure the device Security application to show or

hide Private Records. For instructions on how to mark records as

private on Palm OS, see “Marking the record pri v a te” (page 174).

Continue customizing your sync filter by making application-specific

changes in the appropriate section below:

■

“Maki n g M ail -s p ecific changes to a s y n c f ilter” (page 81)

“Maki n g Calendar -s p ecific changes to a s y n c f ilter” (page 83)

“Maki n g A d dre s s Book -s p ecific changes to a s y n c f ilter” (page 85)

“Maki n g T o Do List -s p ecific changes to a s y n c f ilter” (page 86)

“Maki n g M emo Pad -s p ecific changes to a s y n c f ilter” (page 88)

“Maki n g E xpense -s p ecific changes to a s y n c f ilter (P alm onl y )”

(page 89)

Making Mail-specific changes to a sync filter

In addition to the Custom Field Mapping section, Mail filters have a

Mail Configuration section that is specific to the Mail application.

F i g u r e 5 - 4

Mail-specific filter

settings

1. Display the filter configuration document for the Mail filter you

wish to modify.

Detailed instructions are provided in the first few steps in “Maki n g

generic changes to a s y n c f ilter” (page 76).

Mail Configuration section

2. Make changes as necessary to the Mail Configuration section, which

contains these mail-specific fields.

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Chapter 5

■

Send mail first: Check to have Pylon send any Mail drafts before

it syncs your Lotus Notes Mail with your device Inbox.

Sync only unread: Check to have Pylon sync only the unread Mail

in your Lotus Notes Mail application.

Read all the notes and cautions that follow below before finalizing

your Attachment types to sync settings.

■

Attachment types to sync:

- Word: Check to enable, uncheck to disable, syncing of Microsoft

Word (*.doc and *.rtf) attachments.

- append as text: Check to enable conversion of Word

attachments to text that is appended to the message body;

uncheck to keep the Word document as a separate attachment.

- Excel: Check to enable, uncheck to disable, syncing of Microsoft

Excel (*.xsl) attachments.

Caution

Note

If you select append as text for Word documents, and an incoming

message has a Word attachment that is too large to fit within the

operating system’s email message size limitation, none of the

attachment is appended to the message body.

When a Word file is appended to the message body as text, it takes

up less memory on the device, but you should be aware of the

following:

- In the body of the email you will see the file name of the

attachment, followed by its content, without any formatting.

- If you reply to or forward the email from your device, the new

email message will also contain the text of the attachment.

- The size of the email with the attachment cannot exceed the size

limit for an email message, which is set by the device OS. The

message size limit is 32KB on a Palm OS device, and 2MB on a

Pocket PC OS device. A longer email will appear truncated.

- Graphics will appear as placeholders.

- Foreign characters are supported.

- Complex or older Microsoft Word documents may not display

properly.

Note

On Palm OS devices, Attachment types to sync settings for

attachments that are not appended as text are only supported on

Palm OS v4.0 and higher. For messages forwarded from the Palm

mail client, Pylon automatically reattaches server-based attachments

from the original message to the forwarded mail message if the

original message’s attachments were not downloaded to the mobile

device.

On a Palm OS device, in order to view attached Microsoft Word or

Excel files, you must have DataViz Documents To Go, version 4, 5, 6, or

7 installed. You may order DataViz software from h ttp :/ /

www .data v iz.com/ products/ documentstogo/ index.html. Pocket PC

OS devices come with comparable software pre-installed. If you

already have the DataViz software installed, you will see the Word To

Go and Sheet To Go applications listed on your Palm device.

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Note

On all platforms, the Attachment types to sync settings apply only to

messages downloaded to the mobile device in a sync. Any attachments

to messages uploaded from the mobile device are always processed as

is, regardless of file format. When append as text is selected for

Word attachments, any text causing the message to exceed the

operating system’s maximum message size will be truncated. On

Palm OS devices the maximum message size is 32KB; on Pocket PC

OS devices the maximum is 2048KB.

■

Maximum total size of attachments per message: Change the

number here from the default of 100 (KB) to whatever size you

prefer. Allowable range is 1 to 2048 (KB). Any attached file that

does not fit within the maximum size limit is simply not synced;

attached files are never truncated.

Note

The Maximum total size of attachments per message setting is

applied by Pylon to messages downloaded to the mobile device in a

sync. This limit applies only to attachments carried as separate files,

not to Word files appended as text. With multiple attached files, the

files are processed in the order that they were attached. Any file that

would cause the total size of attachments to exceed the maximum

allowed is not synced.

Custom Field Mapping section (Palm only)

3. Leave this section as is, unless you are a Lotus Notes expert.

See “Maki n g changes to Custom Field Mapping” (page 75) for an

explanation of this advanced feature.

Note

The next step is very important to be sure that all of your changes

are recognized.

4. Click Save Filter.

Pylon saves your changes. The change to your sync options will

occur the next time you sync your device.

Continue w ith “Accessi n g P y l o n on y o ur Pocket PC OS de v ice”

(page 98) or “Accessi n g P y l o n on y o ur Palm OS de v ice” (page 112).

Making Calendar-specific changes to a sync filter

In addition to the Custom Field Mapping section, Calendar filters have

a Calendar Configuration section that is specific to the Calendar

application.

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F i g u r e 5 - 5

Calendar-specific

filter settings

1. Display the filter configuration document for the Calendar filter

you wish to modify.

Detailed instructions are provided in the first few steps in “Maki n g

generic changes to a s y n c f ilter” (page 76).

Calendar Configuration section

2. Make changes as necessary to the Calendar Configuration section,

which contains these fields.

■

View Chairperson: Select the Enabled checkbox to include the

entry in the Notes Chairperson field in the Note field on your

device.

■

Display To Do List items in Calendar: Select this checkbox to

have your Notes To Do data copied to your device Calendar.

Note

On Palm OS devices, when this checkbox is selected, some

repeating To Do records can sync incorrectly:

- On device, regular repeating To Do records may fail to appear in

Calendar.

- In Lotus Notes, custom repeating To Do records may not appear in

Calendar as All Day Events.

■

Conflict Resolution: Click the drop-down arrow to display a

Keyword list of conflict resolution choices. Any change to a

record on either side is considered a conflict. For example,

changing different fields in the same record, or different

instances of a repeating series, in Notes or on the device, would

be considered a conflict. The Conflict Resolution options specify

how Pylon should handle the case where the same event has been

modified separately in Notes and on your device:

keep both versions - if modified on both sides, duplicate the

event, keeping both versions; if modified on one side and deleted

on other, recreate deleted from modified side

handheld version wins - replace the Notes version with the

handheld version

Notes version wins - replace the handheld version with the Notes

version

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add handheld info to Notes doc - keep the Notes version, but

update it by adding data from the handheld version to the Notes

field

Custom Field Mapping section

3. Leave this section as is, unless you are a Lotus Notes expert.

See “Maki n g changes to Custom Field Mapping” (page 75) for an

explanation of this advanced feature.

Caution

Note

Do not change the default field mappings for Start Date and End

Date — you must leave these fields blank.

The next step is very important to be sure that all of your changes

are recognized.

4. Click Save Filter.

Pylon saves your changes. The change to your sync options will

occur the next time you sync your device.

Continue w ith “Accessi n g P y l o n on y o ur Pocket PC OS de v ice”

(page 98) or “Accessi n g P y l o n on y o ur Palm OS de v ice” (page 112).

Making Address Book-specific changes to a sync filter

In addition to the Custom Field Mapping section, Address Book filters

have an Address Book Configuration section that is specific to the

Address Book application.

F i g u r e 5 - 6

Address Book-

specific filter

settings

1. Display the filter configuration document for the Address Book fil-

ter you wish to modify.

Detailed instructions are provided in the first few steps in “Maki n g

generic changes to a s y n c f ilter” (page 76).

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2. Double-click Fully Defined Options.

The filter configuration document changes to edit mode.

The filter configuration document becomes a full options filter

template. Any configuration document for an Address Book filter

has the same general layout. The default settings for the

My Personal Address Book filter are shown in Figure 5 -6 , “A d dre s s

B o ok -s p ecific filter settings” (page 85).

3. Make changes as necessary to the Address Book Configuration sec-

tion, which contains these device-specific fields.

■

Address: To enable using a business address, check the Use

business address box, then enter the business address in the field

to the right.

■

Map Business to custom field: Select the field to which the

business address should be mapped when the personal address is

assigned as the primary key; options are Custom 1, Custom 2,

Custom 3, or Custom 4. Select No Mapping to retain the business

address as the primary key.

Custom Field Mapping section (Palm only)

4. Leave this section as is, unless you are a Lotus Notes expert.

See “Maki n g changes to Custom Field Mapping” (page 75) for an

explanation of this advanced feature.

Note

The next step is very important to be sure that all of your changes

are recognized.

5. Click Save Filter.

Pylon saves your changes. The change to your sync options will

occur the next time you sync your device.

Continue w ith “Accessi n g P y l o n on y o ur Pocket PC OS de v ice”

(page 98) or “Accessi n g P y l o n on y o ur Palm OS de v ice” (page 112).

Making To Do List-specific changes to a sync filter

To Do List filters have To Do List Configuration and Custom Field

Mapping sections that are specific to the To Do List application.

F i g u r e 5 - 7

To Do List-specific

filter settings

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1. Display the filter configuration document for the To Do List filter

you wish to modify.

Detailed instructions are provided in the first few steps in “Maki n g

generic changes to a s y n c f ilter” (page 76).

To Do List Configuration section

2. Make changes as necessary to the To Do List Configuration section,

which contains these fields.

■

Conflict Resolution: Click the drop-down arrow to display a

Keyword list of conflict resolution choices. Any change to a

record on either side is considered a conflict. For example,

changing different fields in the same record, or different

instances of a repeating series, in Notes or on the device, would

be considered a conflict. The Conflict Resolution options specify

how Pylon should handle the case where the same event has been

modified separately in Notes and on your device:

keep both versions - if modified on both sides, duplicate the

event, keeping both versions; if modified on one side and deleted

on other, recreate deleted from modified side

handheld version wins - replace the Notes version with the

handheld version

Notes version wins - replace the handheld version with the Notes

version

add handheld info to Notes doc - keep the Notes version, but

update it by adding data from the handheld version to the Notes

field

Custom Field Mapping section

3. Leave this section as is, unless you are a Lotus Notes expert.

See “Maki n g changes to Custom Field Mapping” (page 75) for an

explanation of this advanced feature.

Caution

Note

Do not change the default field mappings for Start Date and Due

Date — you must leave these fields blank.

The next step is very important to be sure that all of your changes

are recognized.

4. Click Save Filter.

Pylon saves your changes. The change to your sync options will

occur the next time you sync your device.

Continue w ith “Accessi n g P y l o n on y o ur Pocket PC OS de v ice”

(page 98) or “Accessi n g P y l o n on y o ur Palm OS de v ice” (page 112).

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Making Memo Pad-specific changes to a sync filter

In addition to the Custom Field Mapping section, Memo Pad filters

have a Memo Pad Configuration section that is specific to the Memo

Pad application.

F i g u r e 5 - 8

Memo Pad-specific

filter settings

1. Display the filter configuration document for the Memo Pad filter

you wish to modify.

Detailed instructions are provided in the first few steps in “Maki n g

generic changes to a s y n c f ilter” (page 76).

Memo Pad Configuration section

2. Make changes as necessary to the Memo Pad Configuration section,

which contains these device-specific fields.

■

Custom: Click the drop-down arrow for a list of custom

configuration keywords. If you a syncing a Journal database,

select Map journal database. For more information about syncing

a Journal database, see “Maki n g changes to the My J o urnal filter

(Palm onl y )” (page 88).

Custom Field Mapping section (Palm only)

3. Leave this section as is, unless you are a Lotus Notes expert.

See “Maki n g changes to Custom Field Mapping” (page 75) for an

explanation of this advanced feature.

Note

The next step is very important to be sure that all of your changes

are recognized.

4. Click Fully Defined Options in the Options area.

5. Click Save Filter.

Pylon saves your changes. The change to your sync options will

occur the next time you sync your device.

Making changes to the My Journal filter (Palm only)

Make the following changes to the predefined My Journal filter in order

to sync with a Lotus Notes Journal.

1. Under Lotus Notes Configuration, click on the drop-down arrow for

Server Keywords, and select Local.

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2. For Database, click the drop-down arrow and select Journal.nsf

from the list of keywords.

Note

The Journal database (journal.nsf) is manually installed on Lotus

Notes Client installations for versions 4.6 or later. To create a

Journal database, click File|Database|New in Lotus Notes, then

select the Personal Journal template to create the new database.

Name the database journal.nsf.

3. For View or Formula, enter a formula or click the drop-down arrow

and select a View from the list of keywords.

4. In the Form field click the drop-down arrow and select a Form from

the list of keywords.

5. Under Memo Pad Configuration, click on the drop-down arrow for

Custom, then select Map journal database from the list of keywords.

6. Click Save Filter to save your changes and exit the filter document.

Making Expense-specific changes to a sync filter

(Palm only)

In addition to the Custom Field Mapping section, Expense filters have

only an Expense Configuration section that is specific to the Expense

application.

F i g u r e 5 - 9

Expense-specific

filter settings

1. Display the filter configuration document for the Expense filter you

wish to modify.

Detailed instructions are provided in the first few steps in “Maki n g

generic changes to a s y n c f ilter” (page 76).

Custom Field Mapping section

2. Leave this section as is, unless you are a Lotus Notes expert.

See “Maki n g changes to Custom Field Mapping” (page 75) for an

explanation of this advanced feature.

Note

The next step is very important to be sure that all of your changes

are recognized.

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3. Click Save Filter.

Pylon saves your changes. The change to your sync options will

occur the next time you sync your device.

Continue w ith “Accessi n g P y l o n on y o ur Pocket PC OS de v ice”

(page 98) or “Accessi n g P y l o n on y o ur Palm OS de v ice” (page 112).

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Syncing additional application databases or views

Pylon Conduit and Pylon Pro support additional application databases

for most applications. The additional databases or views may be ones

you have set up for yourself on your desktop, or they may belong to

another Notes user who has delegated administrative access rights to

you. Table 5 -1 shows the total number of databases supported for each

PIM application on Palm OS and Pocket PC OS.

Ta b l e 5 - 1

Total number of databases/ views supported

Application

Total number of

databases/ views

supported for each

application

Palm OS

Pocket PC OS

Mail

Calendar

Address Book

To Do

Memo Pad

Expense

Custom Databases

* Newer Palm OS devices (palmOne devices with Palm OS 5.2.1 or

later) support only one Calendar database. Note that application names

differ slightly on different devices — see Table 4 -1 , “A p plication names

on different de v ice p latforms,” on page 63.

This section provides instructions for setting up the syncing of

additional application databases. For instructions on setting up

additional custom databases with Pylon Pro, see the chapters in

“Sy n cing custom databases (P y l o n Pro onl y )” (page 131).

The basic tasks required to sync one or more additional application

database are:

■

Make sure you have specified a unique Category Sync name in the

filter used by the first application database.

Create a new filter for the additional application database or view

and specify a unique Category Sync name in that filter.

Enable the additional application database or view with initial sync

Action of “Desktop overwrites handheld.”

■

Sync your device.

Change the sync Action on the additional application database or

view to Synchronize the Files.

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Follow the steps in each of the following tasks to implement an

additional database or view for an application.

Making sure the first database or view has a unique

Category Sync name in its filter

Note

You can skip this task, if:

(A) You have previously been successfully syncing two or more

databases for the application; or

(B) Calendar or Tasks on Palm OS is the application for which you are

setting up an additional database or view — Calendar on Palm

distinguishes the different databases by database name only, using Pylon

Select; the Tasks application on Palm is limited to syncing only one

database or view.

For multiple Mail databases on Palm, the first Mail database

automatically syncs to the Palm “Inbox” folder; additional Mail

databases sync to the Palm “Drafts” and “Filed” folders. There are two

ways to control which Mail database syncs to which folder:

A) Sequence - do not specify a Category Sync entry for the Mail filters

and the order in which the filters are listed in the Filters view of the

Pylon Configuration Database determines the folder:

- "" (leaving it blank) syncs with the first filter’s database.

- Drafts syncs with the second filter’s databse.

- Filed syncs with the third filter’s database (if a third is listed).

A) Category name - specify a Category Sync entry for the Mail filters and

use the folder name as the Category Sync entry:

- Enter "" (leave it blank) for the Inbox folder to sync with the database.

- Enter “Drafts” or “Filed” for one of those folders to sync with the

database.

Note

For Calendar on Pocket PC only, if you have the sync Action set to

Desktop overwrites handheld, you should leave the Category Sync name

blank for the first Calendar database. This is the only way to ensure that

all Calendar records are deleted on the device before the the database

is overwritten by the current Lotus Notes Calendar records.

1. Open the Pylon Configuration Database.

For instructions, see “O pening the P y l o n Configuration Database”

(page 60).

2. Open the Pylon Configuration document.

For instructions, see “O pening y o ur P y l o n Configuration

document” (page 61).

3. In the Filter column for the application, make a note of the filter

name listed.

4. Display the list of filters.

For instructions, see “Displayi n g the list of P y l o n filters — Filters

vi e w of P y l o n Configuration Database” (page 74).

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5. Under the heading for the application, double-click the name of

the filter that you just made a note of.

The filter information is displayed in a filter configuration screen.

6. Make sure the Category Sync field contains a unique name.

If Category Sync is blank, enter a unique name now — for

instructions on modifying a filter, see “Maki n g generic changes to a

sy n c f ilter” (page 76).

If Category Sync has an entry, make a note of the name now.

Creating a new filter for the additional database or view

Note

You must make a copy of an existing filter in order to create a new filter

for the additional database or view. The multiple databases or views for

the same application cannot use the same filter, because each must have

a filter with a unique entry in the Category Sync field.

1. Make a copy of the filter that has settings that are closest to what you

want to use to sync the additional database or view.

For instructions, see “Maki n g a copy of a s y n c f ilter” (page 72).

Tip

Be sure you give the new filter a name that describes how it is to be

used. For example, you could name it the same as the filter from

which it is copied, but add some text at the right end like “db2” or

the Notes database name with which it will work.

2. Display the list of filters.

For instructions, see “Displayi n g the list of P y l o n filters — Filters

vi e w of P y l o n Configuration Database” (page 74).

3. Under the heading for the application, double-click the name of

the filter that you just created.

The filter information is displayed in a filter configuration screen.

4. In the Lotus Notes Configuration section, enter the information for

the additional database or view.

Caution

This information must be technically accurate in order for Pylon to

be able to sync the additional database or view.

5. In the Category Sync field, enter a unique name.

Note

Category Sync is not available with the Calendar application on

Palm. The Calendar application, viewed through the Palm Date

Book, works directly with the Calendar database name.

Caution

This name must be unique (within the set of category names for the

application) in order for Pylon to be able to sync the additional

database or view correctly. If the same category name is used in

multiple filters, syncing duplicates information on the updated

platform.

Note

You can leave the Category Sync field empty, and let Pylon generate

a unique name. The name that Pylon generates for the first

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Chapter 5

additional database or view is “Pylon 2”; the second additional

database or view is “Pylon 3”; and so on.

Tip

Use a name that describes the source of this additonal database. for

example, if the additional database or view is for your manager’s

calendar, you might call it “Mgr Calendar.”

6. Click Save Filter to save the changes you have made.

Enabling the additional database or view with initial

sync Action of “Desktop overwrites handheld”

1. Open the Pylon Configuration Database.

For instructions, see “O pening the P y l o n Configuration Database”

(page 60).

2. Open the Pylon Configuration document.

For instructions, see “O pening y o ur P y l o n Configuration

document” (page 61).

3. Make sure the Additional Databases box is checked.

After installation this box is unchecked by default. You must check

this box in order to be able to sync an additional database or view

for any application.

Checking this box causes a #Apps column to appear.

4. In the #Apps column for the application, select the number of data-

bases you wish to sync.

Click the drop-down to display the Select Keywords panel, then

select the total number of databases you wish to sync for the

application — if you are adding one additional database or view,

select the number that is one more than the number you were

previously syncing for this application. If you know you need to sync

several more databases or views for this application, you can select

that total number now.

5. Click OK to store your selection.

The Configuration Document screen adds an entry for each

additional #Apps (database) you have specified.

6. Set the Filter for the additional database or view.

In the Filter column of the row for the application’s additional

database or view, select the filter you created in “Creating a new

filter for the additional database or v i e w ” (page 93).

See Note,n “For multiple Mail databases on Palm...,” under “Maki n g

s u re the first database or v i e w has a unique Category S y n c name in

its filter” (page 92) for special considerations with Mail on Palm.

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Customizing Pylon

7. Set the synchronization Action for all the databases and views for

the application.

In the synchronization Action column of the row for the

application’s additional database or view, select Desktop overwrites

handheld.

8. Click Save and Close to save your changes and exit the Pylon Con-

figuration document.

Syncing your device

1. Sync your device.

For instructions, see “Accessi n g P y l o n on y o ur Pocket PC OS de v ice”

(page 98) or “Accessi n g P y l o n on y o ur Palm OS de v ice” (page 112).

2. Verify that the additional database(s) or view(s) were downloaded

successfully.

For instructions, see the “Accessing additional...” heading for the

application under “Accessi n g P y l o n on y o ur Pocket PC OS de v ice”

(page 98) or “Accessi n g P y l o n on y o ur Palm OS de v ice” (page 112).

Changing the sync Action on the additional database or

view

At this point all the databases or views for your PIM application have

sync Action set to “Desktop overwrites handheld.” If this is the

permanent sync Action you want, skip the steps below. Follow these

steps to change the sync Action to “Synchronize the Files.”

1. Open the Pylon Configuration Database.

For instructions, see “O pening the P y l o n Configuration Database”

(page 60).

2. Open the Pylon Configuration document.

For instructions, see “O pening y o ur P y l o n Configuration

document” (page 61).

3. Change the sync Action to Synchronize the Files.

In the row for the additional database(s) or view(s) for which you

just completed the initial sync, change Desktop Overwrites to

Synchronize the Files.

4. Click Save and Close to save your changes and exit the Pylon Con-

figuration document.

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Chapter 5

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CHAPTER 6.

Accessing PIM

applications on your

device

■

“Accessi n g P y l o n on y o ur Pocket PC OS de v ice” (page 98)

■

“Sy n cing y o ur W i n do w s M o bile 5 de v ice” (page 98)

■

“Sy n cing other Pocket PC OS de v ices n ot running W i n do w s

Mobile 5” (page 98)

■

“U s i n g M ail on Pocket PC OS” (page 100)

“U s i n g Calendar on Pocket PC OS” (page 101)

“U s i n g A d dre s s Book on Pocket PC OS” (page 107)

“U s i n g T o Do List on Pocket PC OS” (page 108)

■

“Accessi n g P y l o n on y o ur Palm OS de v ice” (page 112)

■

“Sy n cing y o ur Palm OS de v ice” (page 112)

“U s i n g M ail on Palm OS” (page 112)

“U s i n g Calendar on Palm OS” (page 114)

“U s i n g A d dre s s Book on Palm OS” (page 125)

“U s i n g T o Do List on Palm OS” (page 126)

“U s i n g M emo Pad on Palm OS” (page 129)

“U s i n g Expense on Palm OS” (page 130)

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Chapter 6

Accessing Pylon on your Pocket PC OS device

Syncing your Windows Mobile 5 device

Note

If you have previously been using Pylon on a Pocket PC OS device, the

Windows Mobile 5 procedure for syncing is entirely different. You must

now use the Pylon icon in the system tray instead of ActiveSync.

To access Pylon on your Windows Mobile 5 device by syncing manually:

1. On your desktop computer, right-click the Pylon icon in the system

tray — lower right corner of icons shown below:

A shortcut menu is displayed.

2. If Enable Continuous Sync is selected, click Disable Continuous

Sync, then right-click the Pylon icon again to redisplay the shortcut

menu.

3. In the shortcut menu, click Synchronize.

4. If prompted, enter your Lotus Notes password to complete the sync.

Tip

You can prevent the password prompt dialog box from appearing

during future syncs by changing a setting in Lotus Notes. For

instructions on how to do this, see “Ev e ry time y o u s y n c, y o u are

prompted to enter y o ur Lotus Notes user pass w o rd.” (page 187).

When ActiveSync has completed the sync, you will see confirmation that

Pylon successfully synced.

Note

The instructions above are for initiating a sync manually. If you would

prefer to have your device sync automatically every five minutes, right-

click the Pylon icon in the system tray and click Enable Continuous

Sync. If you want to return to initiating syncs manually, right-click the

Pylon icon in the system tray and click Disable Continuous Sync.

Syncing other Pocket PC OS devices not running Windows

Mobile 5

To access Pylon on your Pocket PC OS device that is not running

Windows Mobile 5:

1. On your desktop computer, open ActiveSync.

2. Click the Options button.

3. The Options dialog box appears.

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Accessing PIM applications on your device

F i g u r e 6 - 1

ActiveSync Options

dialog box

4. Make sure the box beside Pylon is checked.

5. Click OK.

6. Initiate a sync.

Note

Tip

There are several ways to initiate a sync, depending on how you have

your ActiveSync settings configured. If you are having problems

initiating a sync, refer to Microsoft’s documentation.

7. If prompted, enter your Lotus Notes password to complete the sync.

You can prevent the password prompt dialog box from appearing

during future syncs by changing a setting in Lotus Notes. For

instructions on how to do this, see “Ev e ry time y o u s y n c, y o u are

prompted to enter y o ur Lotus Notes user pass w o rd.” (page 187).

When ActiveSync has completed the sync, you will see confirmation that

Pylon successfully synced.

F i g u r e 6 - 2

Confirmation of a

successful Pylon

sync

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Chapter 6

If your sync is not successful and you receive an error message, it is most

likely the fault of a licensing mismatch. For instructions on how to solve

this problem, see “Troubleshooting: S y n cing” (page 184).

Using Mail on Pocket PC OS

1. Sync your device.

For instructions, see “Sy n cing other Pocket PC OS de v i ces not

running W i n do w s M o bile 5” (page 98).

2. On your device, tap Start|Inbox. On some devices you may need to

tap Start|Programs|Inbox.

The Inbox application appears. You will see your Lotus Notes Mail

there.

Note

Any mail larger than 64K is truncated on the device. This is a Lotus

Notes limitation.

Deleting Mail on Pocket PC OS

Follow these steps to delete the mail from your Pocket PC OS device.

If the sync action is set to “Synchronize the files,” mail items you delete

on your device also will be removed from your Lotus Notes Inbox when

you sync.

To delete Mail on your device:

1. In your Inbox, tap the Mail item you wish to delete.

The item will open.

2. At the bottom of the item, tap the red X.

The item moves to the Deleted Items folder."

3. Delete as many items as you wish.

4. In your Inbox, tap Tools|Empty Deleted Items.

When you sync your device, the items will be removed from your

Lotus Notes Mail.

Note

The Empty Deleted Items command may not work on Microsoft

Pocket PC 2002 devices, in which case you will need to manually

delete items from the Deleted folder on your device.

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Accessing PIM applications on your device

Using Calendar on Pocket PC OS

Note that application names differ slightly on different devices. On

older Palm devices, the Calendar application is called Date Book. See

Table 4 -1 , “A p plication names on different de v ice p latforms,” on

page 63.

Working with Calendar events on your desktop and on your device

Because of inherent differences in the way Calendar events are handled

in Lotus Notes vs. your Pocket PC Calendar application, the Calendar

information is often represented differently on the two platforms. For

example, every type of event in Lotus Notes becomes an Appointment

in your Pocket PC Calendar. You should be aware of these differences as

you work with Calendar events on your device.

Ta b l e 6 - 1

Lotus Notes

Item

Pocket PC

item

Different representation on Pocket PC OS

device

Calendar events in

Lotus Notes and on

Pocket PC OS device

Subject

Starts

Subject

(No difference from Lotus Notes)

Starts

Ends

Invitees

Attendees

From Lotus Notes to device, values for

Required, Optional, and FYI Invitees are

added to the device Attendees field. From

device to Lotus Notes, all Attendees sync

back to the Lotus Notes Required field.

Note: If you are not the meeting Chair in

Lotus Notes, any changes in Attendees on

device are ignored. If you are the meeting

Chair, changes in Attendees on device sync

back to Lotus Notes as follows:

- Deleted Attendees are deleted from the

corresponging Lotus Notes Invitees field;

- Added Attendees are added to the Lotus

Notes Required field;

- Attendees are sorted, possibly losing the

Chair’s critical first position in the list,

when syncing back to Lotus Notes; to avoid

accidentally changing the Chair, close the

record without saving as soon as you notice

that the Attendees list has been sorted.

Note: Any Attendees that you add to a

Reminder or an All Day Event on device

will not sync back to Lous Notes; Notes

does not support Invitees on Reminders or

All Day Events.

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Chapter 6

Lotus Notes

Item

Pocket PC

item

Different representation on Pocket PC OS

device

Required

(to)

Attendees

Stored in on-device Attendees field.

Required vs. Optional vs. FYI Invitees are

not distinguished on device. From device

to Lotus Notes, all changes to Attendees

field map back into Lotus Notes Required

(to) field.

Optional (cc) Attendees

Stored in on-device Attendees field.

Required vs. Optional vs. FYI Invitees are

not distinguished on device. From device

to Lotus Notes, all changes to Attendees

field map back into Lotus Notes Required

(to) field.

FYI (bcc)

Attendees

Stored in on-device Attendees field.

Required vs. Optional vs. FYI Invitees are

not distinguished on device. From device

to Lotus Notes, all changes to Attendees

field map back into Lotus Notes Required

(to) field.

Chair

Stored as first entry in on-device Attendees

field if, on your Calendar filter, you select

the View Chairperson checkbox. From

device to Lotus Notes, all changes to

Attendees field map back into Lotus Notes

Required (to) field.

Note: If you modify the Attendees field on

device, the entries will be sorted when

syncing back to Lotus Notes, possibly los-

ing the Chair’s critical first position in the

list.

Location

From Lotus Notes to device, combines

three Lotus Notes fields: Location, Rooms,

and Resources.

Note: Changes in the Location field on

device are ignored in a synchronization.

Exception: If the event is created on the

device, the Location field syncs to Lotus

Notes in the first sync only.

Rooms

—

Stored in on-device Location field.

Note: Changes in the Location field on

device are ignored in a synchronization.

Exception: If the event is created on the

device, the Location field syncs to Lotus

Notes in the first sync only, but no informa-

tion about rooms syncs to the Rooms field.

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Accessing PIM applications on your device

Lotus Notes

Item

Pocket PC

item

Different representation on Pocket PC OS

device

Resources

—

Stored in on-device Location field.

Note: Changes in the Location field on

device are ignored in a synchronization.

Exception: If the event is created on the

device, the Location field syncs to Lotus

Notes in the first sync only, but no informa-

tion about resources syncs to the

Resources field.

Categorize

Notify me

Categories

Reminder

(No difference from Lotus Notes.)

From device to Lotus Notes, the Lotus

Notes “Notify me” setting is set relative to

the device Start time. Lotus Notes events

with notification time set “After” the event

start time sync to the device with notifica-

tion time set equal to event start time.

Note: An alarm that is sett on either end

(Lotus Notes or device) is always preserved

in a sync.

Mark Private

Sensitivity =

Private

(No difference from Lotus Notes)

Pencil In

checked

Status = Ten-

tative or

Status = Free

Lotus Notes Pencil In checked converts

back and forth to Status = Tentative on

device. From device to Lotus Notes, Status

of either Tentative or Free converts to Pen-

cil In checked.

Note: If you change on device the Status of

all instances of a repeating Reminder, that

change is not reflected in the individual

instances on device and does not sync back

to Lotus Notes.

Pencil In

unchecked

Status = Busy

or Status =

From Lotus Notes to device, Pencil In

unchecked converts to Status = Busy on

Out of Office device. From device to Lotus Notes, Status

of either Busy or Out of Office converts to

Pencil In unchecked.

Note: If you change on device the Status of

all instances of a repeating Reminder, that

change is not reflected in the individual

instances on device and does not sync back

to Lotus Notes.

Description

Notes

From device to Lotus Notes, all the infor-

mation in the on-device Notes field goes

into the Lotus Notes Description field.

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Chapter 6

Lotus Notes

Item

Pocket PC

item

Different representation on Pocket PC OS

device

attachments

—

Not supported — attachments to events in

Lotus Notes do not appear when event

syncs to device

—

event span-

ning days

From device to Lotus Notes, any appoint-

ment with an end-date/ time that spans

midnight is truncated at 11:55PM. Pocket

PC OS devices do not support time-speci-

fied events that span midnight. Pocket PC

OS devices do support All Day appoint-

ments that span multiple days. From Lotus

Notes to device,

■

All calendar types except for non-

repeating All Day Events are truncated

at 11:55PM.

■

Non-repeating All Day Events are not

truncated; they are passed to Notes as

is.

GMT support

—

GMT not supported on device; all times

from Lotus Notes convert to local time on

device based on desktop’s timezone set-

ting.

Event Types

Appointment Appointment Appointment with no Attendees

Meeting

Appointment Appointment with attendees (listed in on-

device Attendees field.)

All Day Event Appointment Appointment with Type = All Day. From

Lotus Notes to device, an all day event that

spans multiple days is converted to a

repeating all day event with separate

instances for each day. Attendees added on

device do not sync back to Lotus Notes.

Reminder

Appointment Appointment with same date/ time for

Starts and Ends. Attendees added on

device do not sync back to Lotus Notes.

Anniversary

Appointment Appointment with Occurs = Every <date>

and Type = All Day

Repeats Options

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Lotus Notes

Item

Pocket PC

item

Different representation on Pocket PC OS

device

Repeats

Occurs

Settings in Lotus Notes and on device are

comparable, until individual instances in a

series are modified.

Daily

Every <num-

ber> weeks

(No difference from Lotus Notes)

Weekly

Every <day>

(No difference from Lotus Notes)

Monthly by

Date

Day <date> of (No difference from Lotus Notes)

every <num-

ber of>

month(s)

Monthly by

Day

The <1st,

2nd... last>

<day>

(No difference from Lotus Notes)

Yearly

Every

<month>

<day>

Custom

Occurs:

Lotus Notes custom repeating events

appear on device as a repeating appoint-

ment. Pocket PC OS devices do not

directly support custom repeating events,

so you cannot create one on device.

<any option

other than

“Once”>

Exceptions

individual

Treated as Custom in sync.

for weekends Appoint-

ment in

series moved

to avoid

weekend

maximum

number of

repetitions

—

If repetitions on device are bounded by an

end date, the entire series syncs to Lotus

Notes. If device repetitions are not

bounded by an end date, only first 51 sync

to Lotus Notes. With 51 repetitions in

Lotus Notes, Appointment on device

repeats indefinitely.

Creating and modifying Calendar events on your device

Note

If you have the Calendar sync Action set to “Desktop overwrites

handheld” or “Do Nothing,” you can skip this section.

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Chapter 6

Here are some tips for creating or changing Calendar events on your

Pocket PC OS device so that they sync back to your desktop as smoothly

as possible:

■

To create a Lotus Notes All Day Event, create an Appointment and

set Type to All Day.

To create a Lotus Notes Anniversary, create an Appointment and set

set Type to All Day and set Occurs to Every <month> <date>.

To create a Lotus Notes Appointment, create an Appointment with

no Attendees.

To create a Lotus Notes Meeting, create an Appointment and add

Contacts to the Attendees field.

To create a Reminder, create an Appointment with the Starts date/

time equal to the Ends date/ time.

Remember that information in the on-device Location field never

updates any other fields in Lotus Notes when the event syncs back to

the Lotus Notes desktop; if this field contains information for

Rooms and Resources fields in Lotus Notes, all the information goes

into the Lotus Notes Location field.

■

Remember that information in the on-device Notes field never

updates any other fields in Lotus Notes when the event syncs back to

the Lotus Notes desktop; if this field contains information for

Attendees, Rooms, and Resources, all the information goes into the

Lotus Notes Description field.

When you accept a Lotus Notes invitation for a meeting, do not

delete the invitation from your Inbox — that will prevent the

Calendar entry from syncing to your devce.

Tip

If you have your Calendar sync Action set to Synchronize the files and

you create or modify events on the device:

■

Any time you create appointments on your device, or modify or

cancel appointments synced from Lotus Notes, any invitees to the

appointment are not automatically notified when the information

syncs to Lotus Notes. To notify invitees, open the event in Lotus

Notes and click the Save and Send Invitiations button.

■

You can avoid many potential problems with repeating events by

never modifying the repeat rule for the series on your device.

Any events on the device that span midnight are truncated at

11:55PM when they sync back to Lotus Notes.

When editing the Status on repeating events on your device, make

changes only at the individual event level, not at the series level.

In a custom repeating series of events that repeat on consecutive

days, do not shift the date of each event in the series by one day —

one or more of the events will sync back to Lotus Notes with an

incorrect date.

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Accessing PIM applications on your device

Accessing your Calendar on Pocket PC

To access Calendar on your Pocket PC OS device:

1. Sync your device.

For instructions, see “Sy n cing other Pocket PC OS de v i ces not

running W i n do w s M o bile 5” (page 98).

2. On your device, tap Start|Calendar.

The Calendar application appears. You will see your Lotus Notes

Calendar entries there.

Note

Any note in a Calendar entry you create on your device will be

truncated in Lotus Notes to 32K. This is a Lotus Notes limitation.

Accessing additional Calendars on Pocket PC OS

For instructions on how to configure Pylon to sync additional

Calendars, see “Sy n cing additional application databases or v i e w s”

(page 91).

To access additional Calendars on your Pocket PC OS device:

1. Tap Start|Calendar.

2. Tap Tools|Categories to display the Categories list and select the cat-

egory you are using to map the additional Calendar you wish to

view.

The Calendar items from the additional Calendar appear.

Using Address Book on Pocket PC OS

Note that application names differ slightly on different devices. On

newer Palm devices and on Pocket PC devices, the Address Book

application is called Contacts. See Table 4 -1 , “A p plication names on

different de v ice p latforms,” on page 63.

1. Sync your device.

For instructions, see “Sy n cing other Pocket PC OS de v i ces not

running W i n do w s M o bile 5” (page 98).

2. On your device, tap Start|Contacts.

The Contacts application appears. You will see your Lotus Notes

Address Book entries there. All information from your Lotus Notes

entries are there with the exception of home fax and pager

numbers, which are not brought down to the device.

Note

Any note in an Address Book entry you create on your device will be

truncated in Lotus Notes to 32K. This is a Lotus Notes limitation.

Accessing additional Address Books on Pocket PC OS

For instructions on how to configure Pylon to sync additional Address

Books, see “Sy n cing additional application databases or v i e w s”

(page 91).

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Chapter 6

To access additional Address Books on your device:

1. Tap Start|Contacts.

The Contacts application appears.

2. Tap the Categories drop down list and select the category you are

using to map the additional Address Book you wish to view.

The entries from the additional Address Book appear.

Using To Do List on Pocket PC OS

Note that application names differ slightly on different devices. On

newer Palm devices and Pocket PC devices, the To Do List application is

called Tasks. See Table 4 -1 , “A p plication names on different de v ice

platforms,” on page 63.

Working with To Do items on your desktop and on your device

Because of inherent differences in the way To Do items are handled in

Lotus Notes vs. your Pocket PC To Do application, the To Do

information is often represented differently on the two platforms. For

example, Assign To in Lotus Notes To Do List is not supported in your

Pocket PC To Do application. You should be aware of these differences

as you work with To Do events on your device.

Ta b l e 6 - 2

Lotus Notes

Item

Pocket PC

item

Different representation on Pocket PC OS

device

To Do events in

Lotus Notes and on

Pocket PC OS device

Subject

Due by

Start by

Subject

(No difference from Lotus Notes)

Due

Starts

No formal difference from Lotus Notes,

but Pocket PC application sometimes

requires a Starts date and sometimes does

not. If Pylon detects that a Starts date is

required and the task has only a Due date,

it automatically assigns the Starts date to

the Due date. And sometimes, when you

create a task on device with different Starts

and Due dates, the Pocket PC application

shifts both dates by the duration (the time

between Starts and Due dates when you

specify that the task Occurs repeatedly.

Priority

Category

Status

Priority

Categories

Status

(No difference from Lotus Notes)

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Accessing PIM applications on your device

Lotus Notes

Item

Pocket PC

item

Different representation on Pocket PC OS

device

Description

Assign To

Notes

(No difference from Lotus Notes)

Assign To is not supported.

—

Mark Private

Sensitivity =

Private

(No difference from Lotus Notes)

Notify me

Reminder

From device to Lotus Notes, the Lotus

Notes “Notify me” setting is set relative to

the device Start time. Lotus Notes events

with notification time set “After” the event

start time sync to the device with notifica-

tion time set equal to event start time.

Repeats Options

Repeats

Occurs

Settings in Lotus Notes and on device are

comparable, until individual instances in a

series are modified. Once a repeating To

Do item is modified in Lotus Notes, it is

treated like a Custom repeating To Do

item on the device.

Daily

Weekly;Every (No difference from Lotus Notes)

1 week(s)

<select all

days or all-

weekdays in

days list>

Weekly

Weekly; Every (No difference from Lotus Notes)

1 week(s)

<select day in

days list>

Monthly by

Date

Monthly; Day (No difference from Lotus Notes)

<date> of

every <num-

ber>

month(s)

Monthly by

Day

Monthly; The (No difference from Lotus Notes)

<1st, 2nd...

last> <day> of

every <num-

ber>

month(s)

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Chapter 6

Lotus Notes

Item

Pocket PC

item

Different representation on Pocket PC OS

device

Yearly

Yearly; Every

<month>

(No difference from Lotus Notes)

<date> -or-

Yearly; The

<1st, 2nd...

last> <day> of

<month>

Custom

Occurs:

Edit pattern

Custom repeating pattern of events from

Lotus Notes appear as individual To Do

items on on the device, with no connec-

tion to the series — you must modify or

delete them individually.

Exceptions

for weekends Do item in

series moved

individual To

Treated as Custom in sync; individual

Appointments appear on device, with no

connection to the series.

to avoid

weekend

maximum

number of

repetitions

—

If repetitions on device are bounded by an

end date, the entire series syncs to Lotus

Notes. If device repetitions are not

bounded by an end date, only first 51 sync

to Lotus Notes. With 51 repetitions in

Lotus Notes, Appointment on device

repeats indefinitely.

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Accessing PIM applications on your device

Accessing To Do List on Pocket PC

1. Sync your device.

For instructions, see “Sy n cing other Pocket PC OS de v i ces not

running W i n do w s M o bile 5” (page 98).

2. On your device, tap Start|Tasks.

The Tasks application appears. You will see your Lotus Notes

To Do List entries there.

If you organize your To Do List entries by categories, tap the Categories

drop down list and select the category to view your To Do List entries.

Note

Any note in a Task entry you create on your device will be truncated in

Lotus Notes to 32K. This is a Lotus Notes limitation.

Accessing additional To Do List databases on Pocket PC OS

For instructions on how to configure Pylon to sync additional

To Do Lists, see “Sy n cing additional application databases or v i e w s”

(page 91).

To access an additional To Do List on your Pocket PC OS device:

1. Tap Start|Tasks.

2. Tap the Categories drop down list and select the category you are

using to map the additional To Do List you wish to view.

The To Do List items from the additional To Do List appear.

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Chapter 6

Accessing Pylon on your Palm OS device

Syncing your Palm OS device

To access Pylon on your Palm OS device:

1. Verify that your applications are enabled in the Pylon Configuration

Database. For instructions, see “Disabli n g or enabling a PIM applica-

tion” (page 64).

2. Initiate a sync.

3. If prompted, enter your Lotus Notes password to complete the sync.

Tip

You can prevent the password prompt dialog box from appearing

during future syncs by changing a setting in Lotus Notes. For

instructions on how to do this, see “Ev e ry time y o u s y n c, y o u are

prompted to enter y o ur Lotus Notes user pass w o rd.” (page 187).

Using Mail on Palm OS

1. Sync your device.

For instructions, see “Sy n cing y o ur Palm OS de v ice” (page 112).

2. Tap the Applications silk screen button on your device.

3. Tap the Mail icon.

4. Navigate your mail folders by selecting from the drop down list in

the upper-right corner of your device screen.

Deleting Mail on Palm OS

Follow these steps to delete the mail from your Palm OS device.

Note

If the sync action is set to “Synchronize the files,” mail items you delete

on your device also will be removed from your Lotus Notes Inbox when

you sync.

To delete Mail on your Palm OS device:

1. In your Inbox, tap the Mail item you wish to delete.

The item will open.

2. At the bottom of the item, tap Delete.

3. Click Yes when prompted to confirm deletion.

The item moves to the Deleted folder.

4. Select Deleted from the drop-down list of Mail folders to view

deleted items.

5. Tap Mail|Purge Deleted, then tap Yes to confirm.

When you sync your device, the item(s) will be removed from your

Lotus Notes Mail.

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Accessing PIM applications on your device

Accessing additional Mail databases on Palm OS

A single Mail database automatically syncs messages to your Palm Mail

application’s Inbox. With multiple Mail databases, messages from the

additional databases sync to your Palm Mail application’s Drafts and

Filed folders.

Which Mail database syncs to which Palm Mail folder depends on how

you set up the filters for the Mail databases. See the last “Note” under

“E n abling the additional database or v i e w w ith i n i tial s y n c A ction of

“Desktop o v e r w r ites handheld ”” (page 94).

To view messages from a particular Mail database, go to the folder to

which it syncs.

The folder you are viewing on your Palm device determines the Notes

Mail database to which replies and new messages created on the device

will sync.

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Chapter 6

Using Calendar on Palm OS

Note that application names differ slightly on different devices. On

older Palm devices, the Calendar application is called Date Book. See

Table 4 -1 , “A p plication names on different de v ice p latforms,” on

page 63.

Working with Calendar events on your desktop and on your device

Because of inherent differences in the way Calendar events are handled

in Lotus Notes vs. your Palm Calendar application, the Calendar

information may be represented differently on the two platforms. For

example, the distinction between the different types of events in Lotus

Notes — Meetings, Appointments, Anniversaries, Reminders, and All

Day Events — is hard to see in your Palm Calendar. You should be aware

of these differences as you work with Calendar events on your device.

Note

The differences beteween the way that Lotus Notes and the Palm

Calendar application handle information are most apparent when the

sync Action for Calendar is set to Synchronize the files. If your Calendar

sync Action is set to Desktop Overwrites Handheld, you may never

notice these differences.

Ta b l e 6 - 3

Lotus Notes

Calendar events in

Lotus Notes and on

Palm OS device

Calendar item Different representation on Palm OS device

Item

Subject

(event

(Other than not displaying a label like

“Subject” on device, there is no difference

from Lotus Notes.)

description

in Calendar)

Starts time

Ends time

Starts date

Start Time

End Time

Date

(No difference from Lotus Notes)

The date is displayed separately from the

time and an event cannot span midnite.

Invitees

Note

From Lotus Notes to device, values for

Required, Optional, and FYI Invitees are

concatenated to the device Note field.

From device to Lotus Notes, the device

Notes field syncs back to the Lotus Notes

Description field — if you enter invitees in

the device Notes field, they will not auto-

matically notified of the event via email.

Required

(to)

Note

Stored in on-device Note field.* Required

vs. Optional vs. FYI Invitees are not distin-

guished on device.

Optional (cc) Note

Stored in on-device Note field.* Required

vs. Optional vs. FYI Invitees are not distin-

guished on device.

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Accessing PIM applications on your device

Lotus Notes

Item

Calendar item Different representation on Palm OS device

FYI (bcc)

Note

Stored in on-device Note field.* Required

vs. Optional vs. FYI Invitees are not distin-

guished on device.

Chair

Note

Stored in on-device Note field* if, on your

Calendar filter, you select the View Chair-

person checkbox.

Location

Palm OS versions prior to 5.2.1:

Stored in on-device Note field.*

Palm OS version 5.2.1+:

From Lotus Notes to device, combines

three Lotus Notes fields: Location, Rooms,

and Resources.

Note: Changes in the Location field on

device are ignored in a synchronization.

Exception: If the event is created on the

device, the Location field syncs to Lotus

Notes in the first sync only.

Rooms

Note

Palm OS versions prior to 5.2.1:

Stored in on-device Note field.*

Palm OS version 5.2.1+:

From Lotus Notes to device, Rooms field is

merged into on-device Location field.

Note: Changes in the Location field on

device are ignored in a synchronization.

Exception: If the event is created on the

device, the Location field syncs to Lotus

Notes in the first sync only, but no informa-

tion about rooms syncs to the Rooms field.

Resources

Note

Palm OS versions prior to 5.2.1:

Stored in on-device Note field.*

Palm OS version 5.2.1+:

From Lotus Notes to device, Resources

field is merged into on-device Location

field.

Note: Changes in the Location field on

device are ignored in a synchronization.

Exception: If the event is created on the

device, the Location field syncs to Lotus

Notes in the first sync only, but no informa-

tion about resources syncs to the

Resources field.

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Chapter 6

Lotus Notes

Item

Calendar item Different representation on Palm OS device

FYI (bcc)

Note

Stored in on-device Note field.* Required

vs. Optional vs. FYI Invitees are not distin-

guished on device.

Chair

Note

Stored in on-device Note field* if, on your

Calendar filter, you select the View Chair-

person checkbox.

Location

Palm OS versions prior to 5.2.1:

Stored in on-device Note field.*

Palm OS version 5.2.1+:

From Lotus Notes to device, combines

three Lotus Notes fields: Location, Rooms,

and Resources.

Note: Changes in the Location field on

device are ignored in a synchronization.

Exception: If the event is created on the

device, the Location field syncs to Lotus

Notes in the first sync only.

Rooms

Note

Palm OS versions prior to 5.2.1:

Stored in on-device Note field.*

Palm OS version 5.2.1+:

From Lotus Notes to device, Rooms field is

merged into on-device Location field.

Note: Changes in the Location field on

device are ignored in a synchronization.

Exception: If the event is created on the

device, the Location field syncs to Lotus

Notes in the first sync only, but no informa-

tion about rooms syncs to the Rooms field.

Resources

Note

Palm OS versions prior to 5.2.1:

Stored in on-device Note field.*

Palm OS version 5.2.1+:

From Lotus Notes to device, Resources

field is merged into on-device Location

field.

Note: Changes in the Location field on

device are ignored in a synchronization.

Exception: If the event is created on the

device, the Location field syncs to Lotus

Notes in the first sync only, but no informa-

tion about resources syncs to the

Resources field.

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Accessing PIM applications on your device

Lotus Notes

Item

Calendar item Different representation on Palm OS device

Categorize

Categories

Only available on newer Palm devices

(palmOne devices with Palm OS 5.2.1 or

later); only one category is support on

those devices — the first category from

Lotus Notes is used.

Notify me

Alarm

Only available on newer Palm devices

(palmOne devices with Palm OS 5.2.1 or

later). From device to Lotus Notes, the

Lotus Notes Notify me setting is set relative

to the device Start time. From Lotus Notes

to device, a notification set after the event

start time is changed to be at the event

start time.

Note: An alarm that is set on either end

(Lotus Notes or device) is always preserved

in a sync.

Mark Private

Pencil In

Private

Note

(No difference from Lotus Notes)

Stored in on-device Note field.*

Description

Notes

From Lotus Notes to device, information

from Invitees field is automatically

included in the on-device Note field. From

device to Lotus Notes, all the information

in the on-device Note field goes into the

Lotus Notes Description field.

attachments

—

Not supported — attachments to events in

Lotus Notes do not appear when event

syncs to device

event span-

ning days

From device to Lotus Notes, any event with

an end-date/ time that spans midnight is

truncated at 11:55PM. Palm OS devices do

not support time-specified events that span

midnight. Palm OS devices do support All

Day events that span multiple days.

GMT support

—

GMT not supported on device; all times

from Lotus Notes convert to local time on

device based on desktop’s timezone set-

ting.

Event Types

Appointment event

Event with Start Time and End Time that

are different.

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Chapter 6

Lotus Notes

Item

Calendar item Different representation on Palm OS device

Meeting

event

Event with attendees listed in on-device

Notes field.*

All Day Event event

Event with No Time specified.

Note: All Day option on Palm sets time to

8:00 a.m. to 6:00 p.m., which syncs to Lotus

Notes as an Appointment.

Reminder

event

Event with Start Time and End Time that

are the same.

Anniversary

Event that repeats yearly and has no Start

Time or End Time.

Repeats Options

Repeats

Repeat

Settings in Lotus Notes and on device are

generally comparable, until individual

instances in a series are modified. Modify-

ing individual instances in the series on

either end tends to create duplicates.

Daily

Day; Every

Day(s)

(No difference from Lotus Notes)

Weekly

Week; Every

Week(s)

(No difference from Lotus Notes)

Monthly by

Date

Month; Every From Lotus Notes to device, multiple

Months(s),

Repeat by

Date

occurences per month, such as first and fif-

teenth, become individual events, not part

of the series on the device. (Otherwise, no

difference from Lotus Notes.)

Monthly by

Day

Month; Every From Lotus Notes to device, multiple

Months(s),

Repeat by

Day

occurences per month, such as second and

fourth Thursdays, become individual

events, not part of the series on the device.

(Otherwise, no difference from Lotus

Notes.)

Yearly

Year; Every

Year(s)

(No difference from Lotus Notes)

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Lotus Notes

Item

Calendar item Different representation on Palm OS device

Custom

—

Custom repeating pattern of events from

Lotus Notes appear as individual events on

on the device, with no connection to the

series — you must modify or delete them

individually.

Exceptions

for weekends

Custom repeating pattern of events from

Lotus Notes appear as individual events on

on the device, with no connection to the

series — you must modify or delete them

individually.

maximum

number of

repetitions

If repetitions on device are bounded by an

end date, the entire series syncs to Lotus

Notes. If device repetitions are not

bounded by an end date, only the first 51

sync to Lotus Notes. With 51 repetitions in

Lotus Notes, Appointment on device

repeats indefinitely.

* These Lotus Notes fields fields are merged into the on-device Note

field when Lotus Notes data is downloaded to Palm in a sync. If you sync

the same infomation back to Lotus Notes, information in the on-device

Note field only syncs back to the Lotus Notes Description field; the

information is not split into the separate Lotus Notes Location, Rooms,

and Resources fields.

Creating and modifying Calendar events on your device

Note

Tip

If you have the Calendar sync Action set to “Desktop overwrites

handheld” or “Do Nothing,” you can skip this section.

If you have your Calendar sync Action set to Synchronize the files, most

of the problems you may encounter arise from features in the Lotus

Notes Calendar that are not supported in the Palm Calendar. For

example, Lotus Notes allows you to make exceptions for individual

events in a repeating series, while the Palm Calendar does not.

Here are some tips for creating or changing Calendar events on your

Palm OS device so that they sync back to your desktop as smoothly as

possible:

■

To create a Lotus Notes All Day Event, create an event and tap the

No Time option.

Note

Any Palm Calendar event with no time specified becomes an All Day

Event in Lotus Notes.

■

To create a Lotus Notes Anniversary, create an event with no Start

Time or End Time, and set Repeat to Yearly, Every 1 Year(s).

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Chapter 6

■

Do not create an Anniversary in Lotus Notes that only occurs one

time — it will be duplicated when it syncs to the device.

To create a Lotus Notes Appointment, create an event with Start

Time and End Time that are different.

To create a Lotus Notes Meeting, create an event and add attendees

to the Note field. Note that these attendees will appear only in the

Lotus Notes Description field, when you sync them back to Notes.

■

To create a Reminder, create an event with the Start Time equal to

the End Time.

Alarms (Notify me in Lotus Notes, Alarm on the Palm OS device)

take precedence, regardless of your setting for Conflict Resolution.

In other words, if an alarm is set on either the desktop end or the

mobile device end, syncing will always cause that alarm to be added

to the event on the other end.

■

When you accept a Lotus Notes invitation for a meeting, do not

delete the invitation from your Inbox — that will prevent the

Calendar entry from syncing to your devce.

Remember that information in the on-device Note field never

updates any other fields in Lotus Notes when the event syncs back to

the Lotus Notes desktop; if this field contains information for

attendees or Private, all the information goes into the Lotus Notes

Description field.

■

You cannot enter an event on your device that will sync back to

Lotus Notes as an Anniversary — it will show up as an All Day Event.

If you must modify individual instances of repeating events, your

changes will sync better if you always make the changes in Lotus

Notes.

■

If you modify all instances of a repeating series in Lotus Notes, the

updates sync to the device as exceptions.

You can avoid many other potential problems with repeating events

by never modifying the repeat rule for the series on your device.

If your repeating series in Lotus Notes has exceptions for weekends,

the series syncs to the device as exceptions — Palm Calendar does

not support exceptions in a repeating series.

■

Any time you modify appointments synced from Lotus Notes, any

invitees to the appointment are not automatically notified when the

information syncs to Lotus Notes. To notify invitees, open the event

in Lotus Notes and click the Save and Send Invitiations button.

■

When editing theNote field on an Appointment, do not enter any

text after the tildes (“~” characters) — text in this location will not

sync back to Lotus Notes.

Any time you cancel on device appointments synced from Lotus

Notes, any invitees to the appointment are not automatically

notified when the information syncs back to Lotus Notes. To notify

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Accessing PIM applications on your device

invitees, you must manually send them an email asking them to

manually delete the event from their Calendars.

■

Dates after 2031 in Lotus Notes may not sync to your device as

expected:

■

Any event that starts after 2031 is completely ignored.

■

A repeating series of events with 51 or fewer occurrences will

drop any events occurring after 2031.

■

A repeating series of events that has more than 51 occurrences is

treated as having no end date on your device.

■

After upgrading Pylon, if you have your Calendar sync Action set to

“Synchronize the files” and you have made changes either in Lotus

Notes or on your device since your last sync, you may get some

problematic results. Some entries in Calendar that should be

duplicated may not be — these will be corrected automatically on

your next sync. Other entries that should not be duplicated may be

— you will have to manually locate and reconcile these.

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Chapter 6

Accessing your Calendar on Palm

To access your Calendar on your Palm OS device:

1. Verify that the Calendar application is enabled in the Pylon Config-

uration Database. For instructions, see “Disabli n g or enabling a PIM

application” (page 64).

2. Initiate a sync.

3. Tap the Applications silk screen button on your device.

4. Tap the Date Book icon.

The Calendar application appears. You will see your Lotus Notes

Calendar entries there.

Note

Any note in a Calendar entry you create on your device will be

truncated in Lotus Notes to 32K. This is a Lotus Notes limitation.

Rules appearing to change with repeating Calendar events

In testing syncing of repeating Calendar events with Pylon, some non-

ideal behavior has been discovered in the way that Lotus Notes displays

the rule for a repeating event after it has been created. The rule itself is

saved as entered, and works as intended, both in Lotus Notes and on

your device, but in Lotus Notes the rule is displayed incorrectly:

■

When the time unit for which the event repeats (Days, Weeks,

Months) is greater than the time unit in the frequency of the event,

(Daily, Weekly, Monthly), when the rule is displayed later it changes

the time unit for which the event repeats to be the same as the time

unit in the frequency of the event.

For example, a weekly appointment, repeating for six months, is

displayed as a weekly appointment, repeating for six weeks.

Internally the rule is stored as entered and the event is maintained

correctly as repeating for six months.

■

When a weekly event repeats on more than one day of the week,

when the rule is displayed later it shows only the latest day in the

week.

For example, if you set up an event to repeat weekly on Wednesday

and Friday, when the rule is displayed later it shows that the event

repeats weekly on Friday only. Internally the rule is stored as

entered and the event is maintained correctly as repeating weekly

on Wednesday and Friday.

Accessing additional Calendars on Palm OS via Pylon Select

Pylon Select is an application that works in conjunction with the Palm

Date Book. Using Pylon Select allows you to switch back and forth

between two or more Calendar databases quickly and easily.

Note

Pylon Select only works with Palm OS versions earlier than 5.2. Pylon

Select installs on your device if you enable two or more Calendar

databases. Pylon Select installs with a HotSync operation.

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Accessing PIM applications on your device

Accessing Pylon Select

1. On a Palm device, tap the Applications silk screen button.

The Applications screen appears.

F i g u r e 6 - 3

Pylon Select Icon

on the Applications

Screen

2. Tap the Pylon Select icon.

3. The Pylon Select application appears.

F i g u r e 6 - 4

Pylon Select on a

Palm Device

Switching between databases

In the Pylon Select application, tap on the name of a Calendar to open

the database in the Palm Date Book application.

Mapping a hard button

Select the checkbox at the bottom of the Pylon Select screen to map or

unmap a your Palm device’s Date Book hard button to Pylon Select. By

doing this, you significantly reduce the number of keystrokes required

to switch between databases.

Selecting the checkbox is equivalent to going to the Palm Preferences

application, choosing Buttons, and mapping the Date Book hard

button to the Pylon Select application. The checkbox is merely a

shortcut for quick enabling and disabling of this feature.

After selecting the checkbox, the next time you press the Date Book

hard button will launch the Date Book to display the currently selected

database. Press the hard button again to return to Pylon Select. Use the

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Chapter 6

Palm up and down buttons to quickly choose the next database, and

then hit the hard button to view it.

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Accessing PIM applications on your device

Using Address Book on Palm OS

Note that application names differ slightly on different devices. On

newer Palm devices and on Pocket PC devices, the Address Book

application is called Contacts. See Table 4 -1 , “A p plication names on

different de v ice p latforms,” on page 63.

1. Sync your device.

For instructions, see “Sy n cing other Pocket PC OS de v i ces not

running W i n do w s M o bile 5” (page 98).

2. Tap the Applications silk screen button on your device.

3. Tap the Address Book icon.

Accessing additional Address Book databases on Palm OS

To access a second Address Book on your Palm OS device:

1. Tap the Applications silk screen button on your device.

2. Tap the Address Book icon.

3. Tap the Categories drop down list and select the category you are

using to map the additional Address Book you wish to view.

The entries from the additional Address Book appear.

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Chapter 6

Using To Do List on Palm OS

Note that application names differ slightly on different devices. On

newer Palm devices and Pocket PC devices, the To Do List application is

called Tasks. See Table 4 -1 , “A p plication names on different de v ice

platforms,” on page 63.

Working with To Do List on your desktop and on your device

Because of inherent differences in the way To Do items are handled in

Lotus Notes vs. your Palm To Do application, the To Do items may be

represented differently on the two platforms. You should be aware of

these differences as you work with To Do records on your device.

Tip

If you have your To Do sync Action set to Synchronize the files, most of

the problems you may encounter arise from features in the Lotus Notes

To Do that are not supported in the Palm To Do. For example, Lotus

Notes allows you to make exceptions for individual events in a repeating

series, while the Palm To Do application does not.

■

You can avoid many potential problems with repeating events by

never modifying individual instances in the series on your device.

■

Dates after 2031 in Lotus Notes may not sync to your device as

expected:

■

Any event that starts after 2031 is completely ignored.

■

A repeating series of events with 51 or fewer occureences will

drop any events occurring after 2031.

■

A repeating series of events that has more than 51 occurrences is

treated as having no end date on your device.

Ta b l e 6 - 4

To Do events in

Lotus Notes and on

Palm OS device

Lotus Notes

Item

Palm item

(item

description

in To Do)

Different representation on Palm OS device

Subject

(Other than not displaying a label like

“Subject” on device, there is no difference

from Lotus Notes.)

Due by

Start by

Due Date

—

(No difference from Lotus Notes)

Not supported. Palm To Do items only

have a Due Date.

Priority

Category

Status

(No difference from Lotus Notes)

Category

Status

Description

Note

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Accessing PIM applications on your device

Lotus Notes

Item

Palm item

Different representation on Palm OS device

Assign To

—

Not supported. You can make a note to

yourself in the device Note field if you

want to assign the task to someone else,

but that information remains in the Lotus

Notes Description field when you sync

back to Notes.

Mark Private

attachments

Private

—

(No difference from Lotus Notes)

Not supported. Attachments to items in

Lotus Notes do not appear when item

syncs to device

GMT support

—

GMT not supported. All times from Lotus

Notes convert to local time on device,

based on desktop’s timezone setting.

Ta b l e 6 - 5

Lotus Notes

Item

Repeating To Do

events in Lotus

Notes and on newer

Palm OS devices*

Palm item

Different representation on Palm OS device

Repeats

Repeat

Settings in Lotus Notes and on device are

comparable, until individual instances in a

series are modified. Once a repeating To

Do item is modified in Lotus Notes, it is

treated like a Custom repeating To Do

item on the device.

Daily

Day; Every

Day(s)

(No difference from Lotus Notes)

Weekly

Week; Every

Week(s)

(No difference from Lotus Notes)

Monthly by

Date

Month; Every (No difference from Lotus Notes)

Months(s),

Repeat by

Date

Monthly by

Day

Month; Every (No difference from Lotus Notes)

Months(s),

Repeat by

Day

Yearly

(No difference from Lotus Notes)

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Chapter 6

Lotus Notes

Item

Palm item

Occurs:

Different representation on Palm OS device

Custom

Custom repeating pattern of items from

Lotus Notes appear as individual To Do

items on on the device, with no connec-

tion to the series — you must modify or

delete them individually.

Edit pattern

Exceptions

individual

Treated as Custom in sync; individual

for weekends To Do item in To Do items appear on device, with no

series moved

to avoid

connection to the series.

weekend

maximum

number of

repetitions

—

If repetitions on device are bounded by an

end date, the entire series syncs to Lotus

Notes. If device repetitions are not

bounded by an end date, only first 51 sync

to Lotus Notes. With 51 repetitions in

Lotus Notes, Appointment on device

repeats indefinitely.

* This table applies only to newer Palm OS devices (palmOne devices

with Palm OS 5.2.1 or later). On older Palm OS devices, all Lotus Notes

repeating tasks sync to device as Custom repeats.

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Accessing PIM applications on your device

Accessing your To Do List on Palm OS

1. Sync your device.

For instructions, see “Sy n cing other Pocket PC OS de v i ces not

running W i n do w s M o bile 5” (page 98).

2. Tap the Applications silk screen button on your device.

3. Tap the To Do List icon.

Accessing additional To Do Lists on Palm OS

For instructions on how to configure Pylon to sync additional

To Do Lists, see “Sy n cing additional application databases or v i e w s”

(page 91).

To access an additional To Do List on your Palm OS device:

1. Tap the Applications silk screen button on your device.

2. Tap the To Do List icon.

3. Tap the Categories drop down list and select the category you are

using to map the additional To Do List you wish to view.

The entries from the additional To Do List appear.

Using Memo Pad on Palm OS

Note that application names differ slightly on different devices. On

newer Palm devices, the Memo Pad application is called Memo. See

Table 4 -1 , “A p plication names on different de v ice p latforms,” on

page 63.

1. Sync your device.

For instructions, see “Sy n cing y o ur Palm OS de v ice” (page 112).

2. Tap the Applications silk screen button on your device.

3. Tap the Memo Pad icon.

Accessing additional Memo Pad databases on Palm OS

For instructions on how to configure Pylon to sync additional Memo

Pads, see “Sy n cing additional application databases or v i e w s” (page 91).

To access an additional Memo Pad on your Palm OS device:

1. Tap the Applications silk screen button on your device.

2. Tap the Memo Pad icon.

3. Tap the Categories drop down list and select the category you are

using to map the additional Memo Pad you wish to view.

The entries from the additional Memo Pad appear.

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Chapter 6

Using Expense on Palm OS

1. Sync your device.

For instructions, see “Sy n cing y o ur Palm OS de v ice” (page 112).

2. Tap the Applications silk screen button on your device.

3. Tap the Expense icon.

Accessing additional Expense databases on Palm OS

When you sync multiple Expense databases using Pylon Conduit, you

define an on-device category for each additional database. See “Sy n cing

additional application databases or v i e w s” (page 91) for details. On your

Palm OS device, you use these on-device categories to access individual

Expense databases.

To access additional Expense databases on your Palm OS device:

1. Open Expense on your Palm OS device.

2. Click the drop-down arrow in the upper-right corner of your device

screen to access your list of on-device categories.

3. Select the category that you defined for the additional Expense

database that you want to access.

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Syncing custom databases

(Pylon Pro only)

“Sy n cing custom databases” (page 133)

“W o rking w i th custom databases on a Palm OS

de v ice” (page 159)

“W o rking w i th custom databases on a Pocket PC OS

de v ice” (page 147)

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CHAPTER 7.

Syncing custom

databases

■

“O v e r v i e w ” (page 134)

“Creating a P y l o n Pro filter to s y n c a cu s tom database” (page 135)

“E n abling or disabling P y l o n Pro” (page 139)

“S e lecting a P y l o n Pro s y n c f ilter” (page 140)

“S e tting s y n c action” (page 141)

“Maki n g changes to a P y l o n Pro s y n c f ilter” (page 142)

“E n abling additional databases” (page 144)

“De -a cti v a ting and re -a cti v a ting a custom database” (page 145)

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Chapter 7

Overview

Using Pylon Pro you can synchronize virtually any Lotus Notes custom

database to your Palm OS or Pocket PC OS device. You also can modify

database entries on your device.

Using Pylon Pro, you can choose what you will sync, including:

■

Up to 20 Lotus Notes custom databases or custom database Views

Lotus Notes custom databases that you have created yourself

specifically for use on your mobile device

■

Existing databases, such as a Journal or Expense database (on

Pocket PC OS), that are not associated with your Lotus Notes PIM

applications.

■

Multiple Views from the same database

You can also decide not to sync any custom databases using Pylon Pro.

How to enable and disable Pylon Pro from syncing is covered in this

chapter, as well as instructions on how to configure Pylon Pro to modify

your sync options for each custom database.

Custom database configuration task checklist

! Determine what you want Pylon Pro to do. For example, you may

want to sync one View from a single Notes custom database. Or, you

may decide to sync multiple custom databases or multiple Views

from the same database.

! Access Pylon Pro from within Lotus Notes.

! Create or edit a filter to sync a Notes custom database.

! Enable or disable Pylon Pro.

! Select a custom database filter.

! Set the sync action.

! De-activate or re-activate a custom database.

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Syncing custom databases

Creating a Pylon Pro filter to sync a custom database

With Pylon Pro, you create a new filter for each custom Lotus Notes

database that you want to sync. Each custom database on your device

represents only one View from the Lotus Notes custom database that

you are syncing to.

You will note that many of the steps below are similar to the ones for

creating a new filter for a PIM application, except in this instance you

do not map to the Mail database, for example, but to a custom Lotus

Notes database View of your design.

To create a new Pylon Pro filter:

1. Open the Pylon Configuration Database. For instructions, see

“Accessi n g P y l o n on y o ur de s ktop computer” (page 60).

2. In the Navigation pane, click Filters.

The Filters View appears in the View pane.

F i g u r e 7 - 1

All available filters

Note

The above screen shows a Pylon Pro installation for a Palm device. If

you have licensed Pylon Conduit, you will not see the “PylonPro”

application entry. If you install Pylon for Pocket PC, the “Date Book”

entry is labeled “Calendar.”

3. In the Lotus Notes toolbar, click Create Filter.

The filter configuration document appears.

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Chapter 7

F i g u r e 7 - 2

Filter configuration

document

4. Enter a title for your new filter in the Title field. Following are some

useful guidelines for filter titles:

■

All filters must have a title.

The filter title should be unique to avoid duplication and

possible sync errors.

■

Filter titles are limited to a maximum of 128 characters.

Tip

It is a good idea to give the filter the same name as the custom

database or View that you plan to sync. This is very helpful if you

plan to sync multiple custom databases.

5. In the App field, click the drop-down arrow, then select Pylon Pro

from the keyword list (if it is not already selected).

6. In the Options field, click Fully Defined Options.

7. Make changes to the Lotus Notes Configuration section, which con-

tains these Lotus Notes database-specific fields.

■

Server: Click the drop-down arrow to display a Keyword list of

known servers. Select Local if you are syncing to a Lotus Notes

custom database on your desktop, or enter the name of the Lotus

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Syncing custom databases

Notes server where the Lotus Notes database (for example,

<server name>/ <your domain name>) is located.

■

Database: Select or enter the name of the Lotuus Notes custom

database name-path that should be used for synchronization.

Click on the drop-down arrow to display a Keyword list of known

name-paths.

■

View or Formula: Select or enter the View or folder name, or

enter a selection formula to designate which documents in Lotus

Notes should be used for syncing. Click on the drop-down arrow

to display a Keyword list of known views and folders in the

current database.

Note

It is recommended that a special Form and View be used that are

designed for viewing on a mobile device. For more information on

how to design databases for use with a mobile device, see “Creating

de v ice -f r iendly Notes databases” (page 201).

■

Form: Select or enter the form name to be used for new

documents created on the Palm or Pocket PC OS device.

If you wish to exercise more control over the look and feel of the

Pylon Pro database, you can create a special form for the Pylon Pro

design download.

■

Modified Date: Click on the drop-down arrow to display a

Keyword list of days.

8. Make changes as necessary to the Device Configuration section,

which contains these device-specific fields.

■

Note: The Note field (text) in Pylon Pro is mapped by default to

the Notes Body field. If you use this feature, click the drop-down

arrow to select a size limit for this field.

■

Category Sync: Categories are a device feature that Pylon uses to

organize application events. Each device application supports up

to fifteen categories. Each category name is limited to fifteen

characters. In order to be able to sync more than one custom

database, each custom database must have a unique category

name.

■

Private Record (Palm OS only): The feature refers to records on

the Palm device that are marked as Private. Click the drop-down

arrow to display a Keyword list with Sync Private Items choices.

Configure the Palm device Security application to show or hide

Private Records. For instructions on how to mark records as

private on Palm OS, see “Marking the record pri v a te” (page 174).

Note

Selecting “Do not synchronize” from the Keyword list for Private

Record will stop new or edited records that are marked as private

from syncing from your Palm OS device to your desktop. However,

changes made to private records on the desktop still will still be

updated to your Palm OS device.

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Chapter 7

9. Under Pylon Pro Configuration, enter an on-device title for the

database. If you leave this field blank, the on-device database name

will be the same as the database name on the desktop by default.

10. Make changes as necessary to the Custom Field Mapping section,

which contains these Lotus Notes database-specific fields.

■

Notes Category: Enter Lotus Notes field names to designate

which notes fields should be used to create categories on the

Palm OS device. By default, this field will will automatically map

to the standard Category field within Lotus Notes.

■

Note: The Pylon Pro application’s Note field (text) is mapped by

default to the Notes Body field. Enter an appropriate field name

in the Note field to override the default. If you use * for the field

name, then data will not synchronize in either direction for this

field.

■

Image: The Pylon Pro application’s Image field (a bitmap) is

mapped by default to the Notes Body field. Enter an appropriate

field name in the Image field to override the default. If you use *

for the field name, the data will not synchronize in either

direction for the field.

F i g u r e 7 - 3

Pylon Pro Filter

Custom Mapping

Options

11. Click the Save Filter button.

Repeat this process to create filters for any other custom databases or

for Views within the same database that you want to sync. Or, start

making changes to your Pylon Pro sync options by “E n abling or

disabling P y l o n Pro” (page 139).

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Syncing custom databases

Enabling or disabling Pylon Pro

1. Open the Pylon Configuration Database. For instructions, see

“Accessi n g P y l o n on y o ur de s ktop computer” (page 60).

2. In the navigation pane, click Configurations.

3. Select the user configuration you wish to edit, then click

Edit Configuration.

4. In your configuration document, check the box beside the

Pylon Pro icon.

A check in the box indicates the application is enabled. No check

and a gray icon indicates the application is disabled.

When you disable the application, the sync action for all Pylon Pro

application filters changes to Do Nothing.

5. Click Save and Close to save your changes and exit your configura-

tion document, or continue making changes to your Pylon Pro sync

options by “S e lecting a P y l o n Pro s y n c f ilter” (page 140).

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Chapter 7

Selecting a Pylon Pro sync filter

Once you have created one or more Pylon Pro filters to sync custom

databases, you activate them by selecting them in your configuration

document, then setting the sync Action. If you have not yet created any

Pylon Pro filters, see “Creating a P y l o n Pro filter to s y n c a cu s tom

database” (page 135) for instructions.

To select a Pylon Pro sync filter:

1. Open the Pylon Configuration Database. For instructions, see

“Accessi n g P y l o n on y o ur de s ktop computer” (page 60).

2. In the navigation pane, click Configurations.

3. Select the user configuration you wish to edit, then click

Edit Configuration.

4. In your configuration document, make sure the box beside the

Pylon Pro icon is checked.

By default, Pylon Pro has four rows for syncing four different

custom databases or database views.

5. Under Filters, click the drop-down arrow in a row that has not been

assigned a filter or that contains a filter reference that you want to

change.

Note

If all of the rows are in use, you can enable additional databases (the

maximum is 20). For instructions, see “Maki n g changes to a P y l o n

Pro s y n c f ilter” (page 142).

The Pylon Pro Select Keywords panel appears.

F i g u r e 7 - 4

Select Keywords

panel for Pylon Pro

Filter

6. From the Keywords list, select the desired filter.

7. Click OK.

The panel closes and you return to your configuration document.

8. Click Save and Close to save your changes and exit your configura-

tion document, or continue making changes to your Pylon Pro sync

options by “S e tting s y n c action” (page 141).

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Syncing custom databases

Setting sync action

Sync actions determine the general sync behavior of Pylon Pro filters.

There are four sync options to choose from for each filter you choose to

sync:

■

Synchronize the files

Handheld writes to Desktop

Desktop overwrites Handheld

Do Nothing

These four options are explained in detail in Table 4 -2 , “Sy n c A ction

options,” on page 65.

Note

If you are syncing a custom database for the first time, set Desktop

overwrites Handheld as the sync action for the initial sync. Change the

sync action to back to Synchronize the files for two-way syncing in

subsequent sync operations.

To set the sync action for a Pylon Pro custom database:

1. Open the Pylon Configuration Database. For instructions, see

“Accessi n g P y l o n on y o ur de s ktop computer” (page 60).

2. In the Navigation pane, click Configurations.

3. Select the configuration you wish to edit, then click

Edit Configuration.

4. In your configuration document, make sure the box beside the

Pylon Pro icon is checked.

5. Underneath Action, click the drop-down arrow correponding to the

custom database filter for which you want to set the sync Action.

The sync Action Select Keywords panel appears.

F i g u r e 7 - 5

Select Keywords

panel for Pylon Pro

Action

6. From the Keywords list, select an action, then click OK.

The panel closes and you return to your configuration document.

7. Click Save and Close to save your changes and exit your configura-

tion document.

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Chapter 7

Making changes to a Pylon Pro sync filter

Make changes to an existing Pylon Pro sync filter in order to:

■

Sync a custom database located on a different server

Sync a different View within the same database

Make other changes to either the Lotus Notes or the mobile device

configuration of an exisiting sync filter

To make changes to a Pylon Pro sync filter:

1. Open the Pylon Configuration Database. For instructions, see

“Accessi n g P y l o n on y o ur de s ktop computer” (page 60).

2. In the Navigation pane, click Filters.

A list of all available filters appears in the View pane.

F i g u r e 7 - 6

All available filters

Note

The above screen shows a Pylon Pro installation for a Palm device. If

you have licensed Pylon Conduit, you will not see the “PylonPro”

application entry. If you install Pylon for Pocket PC, the “Date Book”

entry is labeled “Calendar.”

3. Under the Pylon Pro application, double-click the filter that you

want to modify.

4. With the filter open, double-click anywhere in the filter document.

The filter configuration document becomes a full options filter

template. Cancel and Save Filter buttons appear at the bottom of

the screen, and the editable fields have brackets around them. The

filter document is now in Edit mode. Any configuration document

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Syncing custom databases

for a Pylon Pro filter has the same general layout. The default

settings for the Sample 1 filter are shown below.

F i g u r e 7 - 7

Pylon Pro Sample 1

filter, default

settings

5. Make changes to the Lotus Notes Configuration, Pylon Pro Config-

uration, and Device Configuration settings to suit your needs. For

detailed descriptions of the individual filter document settings, see

“Creating a P y l o n Pro filter to s y n c a cu s tom database” (page 135).

6. Click the Save Filter button to save your changes and return to the

main Filters View.

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Chapter 7

Enabling additional databases

By default, Pylon Pro is set up in the configuration document to sync up

to four custom databases or database views. If you need more, however,

you can enable syncing with up to 20 custom databases or database

Views.

To enable additional databases:

1. Open the Pylon Configuration Database. For instructions, see

“Accessi n g P y l o n on y o ur de s ktop computer” (page 60).

2. In the navigation pane, click Configurations.

3. Select the user configuration you wish to edit, then click

Edit Configuration.

4. In the configuration document, check the box to enable

Additional Databases.

The screen refreshes and the #Apps column appears.

5. Underneath #Apps in the Pylon Pro section, click the drop-down

arrow.

The Select Keywords panel appears.

6. From the Keywords list, select the total number of custom databases

or database views that you want to sync.

7. Click OK.

The panel closes and you return to your configuration document.

You now have the option of choosing a additional filters to sync

additional databases or database views.

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Syncing custom databases

De-activating and re-activating a custom database

You can activate or deactivate a custom database using the sync Action

setting in your configuration document in the Pylon Configuration

database. This option is useful in managing the amount of Notes

information you sync to your device. For example, if you have not made

any changes to your database since your last sync, you can deactivate it

to reduce sync time and free memory on your device. Later, when you

need it, you can re-activate it.

De-activating a custom database

To de-activate a custom database from syncing, change the sync action

setting for the database filter to Do Nothing. For instructions, see

“S e tting s y n c action” (page 141).

Re-activating a custom database

To re-activate syncing a custom database, change the sync action setting

for the database filter from Do Nothing to any of the other three

available sync action settings. For instructions, see “S e tting s y n c action”

(page 141).

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Chapter 7

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CHAPTER 8.

Working with custom

databases on a Pocket

PC OS device

■

“O v e r v i e w ” (page 148)

“I n s talli n g cu s tom databases on a Pocket PC OS de v ice” (page 149)

“N a v igating custom databases on a Pocket PC OS De v ice”

(page 150)

■

“Maki n g changes to custom databases on a Pocket PC OS de v ice”

(page 155)

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Chapter 8

Overview

Pylon Pro is a flexible database engine that takes on the look and feel of

the custom Lotus Notes databases with which it is synchronized. Each

custom database on your device represents only one View from the

Lotus Notes custom database to which you are syncing. To sync multiple

Views from the same database, you create a separate filter for each View,

which then appears as a separate database on your Pocket PC OS

device. For information on configuring Pylon Pro to sync custom

databases, see CH A P T ER 7., “Sy n cing custom databases”

It is beyond the scope of this guide to describe exactly what your Pylon

Pro application will look like on the device. That will depend upon how

you design your custom databases to look.

For information about creating custom Lotus Notes databases that are

optimized for viewing on a Pocket PC OS device, see “Creating de v ice-

friendly Notes databases” (page 201).

For information about creating databases that take advantage of the

Pylon Pro Lookup feature, see “I m plementing on -d e v ice d atabase

lookups” (page 209).

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Working with custom databases on a Pocket PC OS device

Installing custom databases on a Pocket PC OS device

Custom databases are installed on your Pocket PC OS device when,

after configuring a Pylon Pro conduit, you perform a Desktop

overwrites Handheld sync operation. Configuring a conduit consists of

the following steps:

■

Creating a filter that maps to a custom database. For instructions,

see “Creating a P y l o n Pro filter to s y n c a cu s tom database”

(page 135)

■

Selecting the filter in your configuration document. For

instructions, see “Selecting a P y l o n Pro s y n c f ilter” (page 140)

Setting the sync Action. For instructions, see “S e tting s y n c action”

(page 141)

Note

Set the sync Action to Desktop overwrites Handheld for the initial

sync of each custom database.

■

Syncing your device.

During this initial sync, the custom databases to which you have

mapped are installed on the device.

Set the sync Action to Synchronize the files for two-way

communication in subsequent syncs between your desktop

computer and your Pocket PC OS device.

For more information about configuring conduits in the Pylon

Configuration database, see “Sy n cing custom databases” (page 133).

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Chapter 8

Navigating custom databases on a Pocket PC OS Device

Pylon Pro is installed on the device when you perform a sync operation

after enabling the conduit. Enabling the conduit means creating a filter

that maps to a custom database, selecting the filter, and setting the

synchronization action to Desktop overwrites Handheld. For more

information about configuring the conduit in the Pylon Configuration

database, see “Sy n cing custom databases” (page 133).

Viewing custom databases on a Pocket PC OS device

To view custom Lotus Notes databases on a Pocket PC OS Device:

1. Tap Start|Pylon Pro.

The Pylon Pro Workspace appears. By default, the Pylon Pro

Workspace is the initial screen that appears when you start Pylon

Pro for the first time.

F i g u r e 8 - 1

Pylon Pro

Workspace on a

Pocket PC OS device

Note

If no databases are loaded, then a “No custom databases installed”

message displays in the Workspace.

The Workspace displays the following information:

■

Notes database title: The title of the Lotus Notes database is

displayed at the bottom of the box. If the name is too long to fit

in the box, it is truncated, and a ellipses (...) is appended to the

string. By default, this is the title of the Lotus Notes database. You

can also enter an on-device title for the database under Pylon Pro

Configuration in the filter document. For instructions, see

“Creating a P y l o n Pro filter to s y n c a cu s tom database”

(page 135).

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Working with custom databases on a Pocket PC OS device

■

Number of records: The number of records currently in the

database is displayed at the top right corner of the box.

2. Tap View|List View.

The screen switches from Workspace view to database List View.

F i g u r e 8 - 2

Pylon Pro database

List View on Pocket

PC OS

3. Tap View|Workspace View to return to Workspace View.

4. Tap an individual database.

The database opens in record List View, with all individual database

records listed.

F i g u r e 8 - 3

Custom database

open in record List

View

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Chapter 8

5. Scroll through the list of records manually using the scrollbar, or

directional pad, or type in the Lookup field to navigate automati-

cally to first Column 1 entries. For example, typing “r” in the

Lookup field will scroll automatically to records whose Column 1

field entry begin with an “r.”

6. From the record List View, tap an individual record.

The individual record opens in Read View.

F i g u r e 8 - 4

Read View on a

Pocket PC OS device

7. From the Read View of an individual record , tap Edit.

The record opens in Edit View:

F i g u r e 8 - 5

Edit View on a

Pocket PC OS device

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Working with custom databases on a Pocket PC OS device

8. Tap OK to return to the database List View, then tap OK again to

return to the Pylon Pro Workspace View.

Changing column attributes

The default column layout in the record List View corresponds directly

to the design of the Lotus Notes database View upon which it is based.

The default layout defines how many columns are to be displayed

(between 1 and 4) and which field will appear in which column.

Pylon Pro allows you to override the design defaults and manually select

the number of columns displayed as well as which field maps to which

column.

To change column attributes:

1. From the List View of a database, tap Options|Columns.

The Pylon Pro column attributes page appears.

F i g u r e 8 - 6

Pylon Pro Column

attributes page

2. Tap a radio button to select the # of columns you wish to view.

Choosing less than 4 columns will disable unused column field

selectors.

3. Tap the drop-down for each column a select a field to map to.

4. Tap OK to save your changes and return to the List View.

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Chapter 8

Resizing columns

To resize columns in the List View of a database, tap and drag the edge

of a column heading to the desired position.

The default layout of a database in the Pylon Pro List View corresponds

directly to the design of the Lotus Notes database View that it is based

upon. The default layout defines how wide each column should initially

be in relation to other columns.

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Working with custom databases on a Pocket PC OS device

Making changes to custom databases on a Pocket PC OS device

Creating a new record

1. From the List or Read View of a database, tap New.

A new blank record opens in the Edit View.

2. Make changes to the database record.

3. Tap OK. to save the new record and return to the database List

View.

Editing a record

1. From the List View of a database, tap the the record you wish to edit.

The record opens in Read View.

2. Tap anywhere in the body of the record.

The record opens in Read View.

3. Make changes to the database record, then tap OK. to save your

changes and return to the database List View.

Deleting a record

1. From the List View of a database, tap the individual record you wish

to delete.

2. Tap Record|Delete.

The record is deleted, and you are returned to the database List

View.

Attaching and editing an image

If you wish to attach an image to a record or to edit an image that is

already attached, do the following:

1. In the Edit or Read View of a database record, tap Image, or tap in

the Image field of the record.

The Edit Image screen appears.

2. Select Pen or Eraser from the tool drop-down.

3. Select Thin, Medium or Thick from the style drop-down.

4. Use your stylus to make changes in the edit image screen.

5. Tap Cancel to cancel your changes and return to the record in Edit

View.

6. Tap Clear to erase the image.

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Chapter 8

7. Tap OK when you are done editing the image.

Your changes are saved and you are returned to the record in Edit

View.

Working with text

Edit text fields using the virtual Keyboard and the editing functions

accessible from the Edit menu.

Entering text

To type in text fields:

1. From the Edit View of a database record, tap in the text field you

wish to edit.

2. Use the virtual Keyboard to enter or edit text, then tap OK. to save

your changes and return to the database List View.

Selecting text

With a database record open in Edit View, double tap a word to select it,

or drag your stylus to select blocks of text.

Editing functions

1. With a database record open in Edit View, tap Edit.

The Edit functions include:

■

Undo: to undo the last editing operation

■

Cut: to delete the highlighted portion of the current text field

and store it in the clipboard

■

Copy: to copy the highlighted portion of the current text field

into the clipboard.

Paste: to insert the contents of the clipboard at the current focus

cursor position.

Select All: To select all text in the field with the cursor in it.

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Working with custom databases on a Pocket PC OS device

Editing date fields

1. From the Edit View of a database record, tap on the drop-down

arrow to the right of a date data field.

A scrollable calendar opens.

F i g u r e 8 - 7

Date field calendar

on a Pocket PC OS

device

2. Tap Today to select the current date, or use the right and left arrows

to scroll to the month you want, then tap on the specific day you

want to set.

The calendar closes, and the new date appears in the Date field.

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Chapter 8

Deleting a database

You can delete databases from the Pylon Pro Workspace View on your

Pocket PC OS device.

Note

Databases deleted on the device will not be deleted from the desktop.

To delete a datbase from your Pocket PC OS device:

1. In Workspace View on your device, tap and hold on the database

you wish to delete.

A popup menu appears.

F i g u r e 8 - 8

Delete database

popup on a Pocket

PC OS device

2. Select Delete DB... from the popup menu.

3. Tap OK to confirm deletion.

The database is removed from your device.

Note

To retrieve deleted databases on your device, set the sync action of

the filter associated with the deleted database to Desktop overwrites

Handheld. For instructions, see “Setting s y n c action” (page 141).

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CHAPTER 9.

Working with custom

databases on a Palm OS

device

■

“O v e r v i e w ” (page 160)

“I n s talli n g cu s tom databases on a Palm OS de v ice” (page 161)

“N a v igating custom databases on a Palm OS De v ice” (page 162)

“Maki n g changes to custom databases on a Palm OS de v ice”

(page 169)

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Chapter 9

Overview

Pylon Pro is a flexible database engine that takes on the look and feel of

the custom Lotus Notes databases with which it is synchronized. Each

custom database on your device represents only one View from the

Lotus Notes custom database to which you are syncing. To sync multiple

Views from the same database, you create a separate filter for each View,

which then appears as a separate database on your Palm OS device. For

information on configuring Pylon Pro to sync custom databases, see

CH A PTER 7., “Sy n cing custom databases”

It is beyond the scope of this guide to describe exactly what your Pylon

Pro application will look like on the device. That will depend on how

you design your custom databases to look.

For information about creating custom Lotus Notes databases that are

optimized for viewing on a Palm device, see “Creating de v ice-friendly

Notes databases” (page 201).

For information about creating databases that take advantage of the

Pylon Pro Lookup feature, see “I m plementing on -d e v ice d atabase

lookups” (page 209).

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Working with custom databases on a Palm OS device

Installing custom databases on a Palm OS device

Custom databases are installed on your Palm OS device when, after

configuring a Pylon Pro conduit, you perform a Desktop overwrites

Handheld sync operation. Configuring a conduit consists of the

following steps:

■

Creating a filter that maps to a custom database. For instructions,

see “Creating a P y l o n Pro filter to s y n c a cu s tom database”

(page 135)

■

Selecting the filter in your configuration document. For

instructions, see “Selecting a P y l o n Pro s y n c f ilter” (page 140)

Setting the sync Action. For instructions, see “S e tting s y n c action”

(page 141)

Note

Set the sync Action to “Desktop overwrites Handheld” for the initial

sync of each custom database.

■

Syncing your device.

During this initial sync, the custom databases which are mapped in

selected filters are installed on the device.

Set the sync Action to “Synchronize the files” for two-way

communication in subsequent syncs between your desktop

computer and your Palm OS device.

For more information about configuring conduits in the Pylon

Configuration database, see “Sy n cing custom databases” (page 133).

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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 “I n s talli n g cu s tom databases on a Palm OS de v ice”

(page 161).

Opening Pylon Pro on a Palm OS device

1. Tap the Applications silk screen button.

The Applications screen appears.

F i g u r e 9 - 1

Pylon Pro icon on

Palm OS

applications screen

2. Tap the Pylon Pro icon.

The Pylon Pro Workspace appears.

F i g u r e 9 - 2

Pylon Pro

Workspace on a

Palm OS device

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Working with custom databases on a Palm OS device

Navigating custom databases in the Pylon Pro Workspace

By default, the Pylon Pro Workspace is the initial screen that appears

when you run the Pylon Pro application for the first time.

Note

If no databases are loaded, then a No custom databases installed

message displays in the Workspace. For instructions on how to install

custom databases on your Palm OS device, see “I n s talling custom

databases on a Palm OS de v ice” (page 161)

The Pylon Pro Workspace on a Palm OS device displays the following

information:

■

Notes icon: The icon from the Lotus Notes database design is

translated to an icon in the Pylon Pro Workspace. The familiar

image makes it easy to quickly identify which database you want to

work with.

Notes database title: The title of the Lotus Notes database is

displayed at the bottom of the box. If the name is too long to fit in

the box, it is truncated, and an three dots (...) are appended to the

string.

Number of records: The number of records currently in the

database is displayed at the top right corner of the box.

Note

This is different from Lotus Notes Workspace, which displays the

number of unread documents on an icon.

Here is an example of how your Pylon Pro Workspace might look:

F i g u r e 9 - 3

Sample Pylon Pro

Workspace

By tapping the Additional Features drop-down arrow associated with a

database, you can:

■

Display an Information dialog box containing information about

the database, including:

■

the full Title of the Lotus Notes database.

■

the Lotus Notes User name and Pylon Pro license number at the

time of synchronization. This information is updated every time

the Palm device database design is updated with a Desktop

overwrites Handheld sync action.

■

the number of Bytes used up by the database design and data.

Delete the selected database from the Palm device memory.

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Chapter 9

Note

This feature does not allow for archiving of data. Selecting this

feature will delete the database and all data associated with it.

■

Find out Pylon Pro product version information.

Navigating custom databases in List View

List View displays all of the individual records associated with a custom

database on your Palm OS device.

To open a custom database in List View:

1. In the Pylon Pro Workspace, tap an individual database.

The database opens in List View, with all individual database records

listed.

F i g u r e 9 - 4

Sample Database in

Pylon Pro List View

Note

The title in the upper left corner of the List View screen is the name

of the Lotus Notes View selected when this database was created.

The default View ($All) is represented by the name All Documents.

2. Tap Done to return to the Pylon Pro Workspace, or tap an individ-

ual record to open it and view all associated form fields.

Changing column attributes

The default column layout in the List View corresponds directly to the

design of the Lotus Notes database View upon which it is based. The

default layout defines how many columns are to be displayed (between

1 and 4) and which field will appear in which column.

Pylon Pro allows you to override the design defaults and manually select

the number of columns displayed as well as which field maps to which

column.

To change column attributes:

1. From the List View of a database, tap the Menu silk screen button.

2. Tap Options|Columns.

The Pylon Pro Columns dialog box appears.

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Working with custom databases on a Palm OS device

F i g u r e 9 - 5

Pylon Pro Columns

dialog box

3. Tap the # of columns you wish to view. Choosing less than 4 columns

will disable unused column field selectors.

4. Tap Column 1, Column 2, Column 3, and Column 4 as necessary to

reassign the field mapping for that column, choosing new field

mappings from the pop-up list.

5. Tap OK to effect the changes and return to the List View.

Note

If a new field is chosen for Column 1, then after tapping the OK

button, the record items will be sorted based on the new field. The

sorting may take a few seconds. A Sorting... dialog box will appear

for the duration of the sort.

Resizing columns

The default layout of a database in the Pylon Pro List View corresponds

directly to the design of the Lotus Notes database View that it is based

upon. The default layout defines how wide each column should be in

relation to other columns. You can resize columns while working in

Pylon Pro on a Palm device.

To resize columns in the List View of a database, tap and drag the

column indicator control to the desired position.

Restoring column defaults

Restoring column defaults restores all column attributes to the default

attributes assigned when the database was created.

To restore column defaults:

1. From the List View of a database, tap the Menu silk screen button.

2. Tap Options|Restore Defaults.

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Chapter 9

Using Categories

Categories help to organize individual items into groups of items. Each

record item in a database belongs to a category. Access this folder-like

mechanism through the Categories pop-up list at the upper right-hand

corner of the List View screen.

To use Categories:

1. From the List View of a database, tap the down arrow in the upper

right-hand corner of the screen.

The Categories pop-up list appears.

2. Select a category:

■

All indicates that all record items should be displayed.

Unfiled is a fixed category name that is always valid.

Edit Categories brings up a dialog box that allows you to add,

delete, or rename category names.

■

Based on how the database was set up, the pop-up list can contain

other categories.

The list of database records in the List View will reorganize

according to the category chosen.

Navigating the Pylon Pro Read View

To view all of the information in a database record, open the record in

the Pylon Pro Read View.

To access the Pylon Pro Read View:

1. From the List View of a database, there are several ways to find the

record item you need:

■

Use your stylus to scroll the record list until the item you want to

see is visible.

■

Enter text in the Lookup field if the first column is a text string.

Tap the Up and Down buttons located between the Address

button and the To Do List button.

2. Tap the item.

The item appears in the Read View.

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Working with custom databases on a Palm OS device

F i g u r e 9 - 6

Sample Database

Record item in Read

View

The tile shown in the upper left corner of the screen is the name of the

Lotus Notes form that was selected for this database in the Pylon Pro

conduit Configuration form.

The category name assigned to this record is displayed at the upper

right corner of the screen.

All record data, other than Note and Image, is displayed as label and

data fields. If the data takes up more than one line, scroll to see the rest.

The presence of an Image field is indicated with the <IMAGE> string

without a label.

The contents of the Note field (if any) are displayed last without a label.

Navigating the Pylon Pro Edit View

The Edit View is a scrollable Pylon Pro screen that displays the contents

of the currently selected record item. All editable fields can be modified

on this screen.

The title of the window at the upper left corner of the screen is also the

name of the Lotus Notes form that was selected for this database in the

Pylon Pro Conduit configuration form.

All record data other than Note and Image is displayed as label and data

pairs. If the data takes up more than a line, it is displayed in its entirety

and can be accessed by scrolling.

To access the Pylon Pro Edit View:

1. From the Read View of a database record, tap Edit.

The Edit View screen appears.

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Chapter 9

Viewing Built-in help for a field

1. From the Edit View of a database record, tap a field to highlight it.

The Help description of the current field is displayed in the Help

banner at the bottom of the Edit View screen.

F i g u r e 9 - 7

Viewing help for the

User List field

2. If the Help description is too large for the banner, tap on the Help

banner.

A Tips dialog box appears with the full help description.

F i g u r e 9 - 8

Full help in the Tips

dialog box

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Working with custom databases on a Palm OS device

Making changes to custom databases on a Palm OS device

■

“Creating a new record” (page 169)

“Deleting a record” (page 169)

“E d iting a record” (page 170)

“W o rking w i th notes” (page 170)

“W o rking w i th images” (page 171)

“E d iting record fields” (page 172)

“S e tting global preferences” (page 174)

Creating a new record

1. From the List View of a database, tap New.

A blank record form appears.

2. Fill out the form.

3. Tap Done.

Deleting a record

1. From the List View of a database, tap the dotted line next to the

item you wish to delete.

A check appears on the line.

2. Tap the Menu silk screen button.

3. Tap Record.

4. Tap Delete Items.

The Delete Item dialog box appears

F i g u r e 9 - 9

Delete Item dialog

box

5. Select Save archive copy on PC if you want the item deleted from

the Palm device to remain in the Lotus Notes database on the com-

puter.

6. Tap OK.

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Chapter 9

Editing a record

1. From the Read View of a database record, tap Edit.

The item appears in the Edit View.

2. Make changes to the database record.

3. Tap Done.

Working with notes

The Note View is a text-only field attached to the current record item. It

is like any other text field, but with a larger size limit.

Attaching and editing a note

If you wish to attach a Note to a record or to edit a Note that is already

attached, do the following:

1. From the Edit View of a database record, tap Note.

The Note View screen appears.

F i g u r e 9 - 1 0

Pylon Pro Note View

The Edit Note screen appears.

2. Edit the Note View screen using Graffiti, the virtual Keyboard, and

the Editing functions accessible from the Menu silk screen button.

3. When you are done, tap Done.

Deleting a note

1. From the Read View of a database record, tap the Menu silk screen

button.

2. Tap Record|Delete Note.

3. Tap Yes when prompted.

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Working with custom databases on a Palm OS device

Working with images

The Image View is a special bitmap field attached individual records. It

can be used to store one bitmap in any given Pylon Pro custom database

record.

Adding or editing an image

1. From the Edit View of a database record, tap Image.

The Image View screen appears.

2. Edit the Image View screen using your stylus as a pen anywhere on

the screen. By default, the Image View provides a black shade paint-

brush of medium size.

3. Tap the Menu silk screen button and select Image, Tool, and Shad-

ing options.

F i g u r e 9 - 1 1

Sample signature in

Pylon Pro Image

View

4. Tap Done to save your changes and return to the Edit View screen.

To exit without saving your changes, tap the Menu silkscreen but-

ton, then tap Image|Cancel.

Deleting an Image

1. From the Read View of a database record, tap the Menu silk screen

button.

2. Tap Record|Delete Image...

3. Tap Yes when prompted.

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Chapter 9

Editing record fields

Editing text fields

Edit text fields using Graffiti, the virtual Keyboard, and the Editing

functions accessible from the Menu silk screen button.

To edit text fields:

1. From the Edit View of a database record, place the Graffiti focus in

the text field you wish to edit.

2. Tap the Menu silk screen button.

3. Tap Edit.

The Edit functions include:

■

Undo: To undo the last editing operation

■

Cut: To delete the highlighted portion of the current text field

and store it in the clipboard

■

Copy: To copy the highlighted portion of the current text field

into the clipboard.

Paste: To insert the contents of the clipboard at the current focus

cursor position.

■

Select all: To highlight the entire text field.

Keyboard: To display a virtual keyboard that you can use to tap

out keystrokes.

Editing date fields

From the Edit View of a database record, tap on a date data field to

display a list of choices:

■

Today: To insert today’s date into the field.

Tomorrow: To insert tomorrow’s date into the field.

One week later: To insert the date one week from today.

No Date: to clear this field of any date.

Choose Date...: To display a date selection dialog. Choose any

date between January 1, 1904 and December 31, 2031.

Editing time fields

From the Edit View of a database record, tap on a time data field to

display a list of choices:

■

Current Time: To insert the current time into this field.

No Time: To clear this field of any time.

Choose Time...: To display a time selection dialog box. Select the

time for the Start Time field.

Note

Ignore the End Time field. It is not used.

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Editing information in a pop-up list

1. From the Edit View of a database record, tap on a pop-up list to dis-

play a list of choices.

2. Tap on the desired selection.

3. To clear the field, tap No selection.

Editing checkbox fields

1. From the Edit View of a database record, tap on a checkbox field to

display a list of choices.

2. Select or deselect the checkbox.

Editing lookup fields

Lookups are similar to pop-up lists, with one key difference: the choices

are not hardcoded. Instead, they exist in a database residing on the

Palm device. For more information about lookups, see A PPENDIX E.,

“I m plementing on -d e v ice d atabase lookups,” starting on page 209.

To edit a lookup field:

1. From the Edit View of a database record, tap on a lookup control to

display a list of choices.

2. Tap on the desired selection.

Assigning the record to a category

Categories help to organize individual items into groups of items. Each

record item in a database belongs to a Category.

To assign the record to a Category:

1. From the Edit View of a database record, tap the Menu silk screen

button.

2. Tap Options|Properties.

The Pylon Pro Entry Details dialog box appears.

F i g u r e 9 - 1 2

Pylon Pro Entry

Details dialog box

3. Select a Category from the Category drop-down list.

4. Click OK.

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Chapter 9

Marking the record private

If the Palm device Security application is configured to hide Private

Records, enable this feature if you want to mark the record Private.

1. From the Edit View of a database record, tap the Menu silk screen

button.

2. Tap Options|Propterties.

The Pylon Pro Entry Details dialog box appears.

3. Select Private, then tap OK.

Setting global preferences

Set the global preferences in the Preferences dialog box.

To access the Preferences dialog box:

1. From the Pylon Pro Workspace, tap the Menu silk screen button.

The Options menu appears.

2. Tap Preferences.

The Preference dialog box appears.

F i g u r e 9 - 1 3

Pylon Pro

Preferences dialog

box

In the Pylon Pro Preferences dialog box, you can:

■

Select/ deselect Sort recent dates first. Selecting this options means

that sorting a database by date will show the most recent dates first.

This option is selected by default. After changing this option,

perform another HotSync operation to effect your selection.

■

Select/ deselect Remember last database. Selecting this option

means that when you run Pylon Pro on a Palm device, the first

screen displays the List View of the most recently used database. By

default, this option is deselected, which means that when you run

Pylon Pro on a Palm device, the first screen displays the Pylon Pro

Workspace.

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Working with custom databases on a Palm OS device

Using the Palm Find function with Pylon Pro

You can use the Palm device Find function to search for any text string

in a Pylon Pro database.

To use the Palm Find function:

1. From the Pylon Pro Workspace, tap the Find silk screen button.

The Find dialog box appears.

2. Enter a partial or full text string.

3. Click OK.

A Find screen appears with all matches found.

4. Tap on any record item to open that record.

Deleting a database

You can delete databases from the Pylon Pro Workspace View on your

Palm OS device.

Note

Databases deleted on the device will not be deleted from the desktop.

To delete a database from your Palm OS device:

1. In Workspace View on your device, tap the Additional Features

drop-down arrow associated with a database.

2. Select Delete DB... from the drop-down menu.

3. Tap OK to confirm deletion.

The database is removed from your device.

Note

To retrieve deleted databases on your device, set the sync action of the

filter associated with the deleted database to Desktop overwrites

Handheld. For instructions, see “Setting s y n c action” (page 141).

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Chapter 9

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Appendices

“T r oubleshooting” (page 179)

“S e tting up P y lon for multiple users” (page 191)

“Sy n cing from multiple desktop computers (Palm

OS onl y )” (page 197)

“Creating de v ice-frie n dly Notes databases”

(page 201)

“Implementing on -d e v ice d atabase lookups”

(page 209)

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APPENDIX A.

Troubleshooting

■

“T r oubleshooting: Installing” (page 180)

“T r oubleshooting: Upgrading” (page 181)

“T r oubleshooting: Using the P y l o n Log database” (page 182)

“T r oubleshooting: S y n cing” (page 184)

“T r oubleshooting: A ccessi n g P y l o n Configuration document”

(page 189)

■

“T r oubleshooting: Using P y l o n w ith M-B u s i n e s s A n y w h ere client”

(page 190)

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Appendix A

Troubleshooting: Installing

Ta b l e A - 1

Problems with

installation

Problem

Possible cause/ steps to take

During installation, you see

the error message:

The access key that you entered during

installation did not exactly match the access

key provided by iAnywhere.

“You have entered an access

key that is invalid. Please

check that you have entered

your access key correctly.”

In either case, do the following:

1. Check your information.

2. Enter your access key exactly as you

received it, using the same case and

including dashes.

If you encounter the error message again,

see “T e chnical support” (page 22) for

instructions on how to get assistance.

During installation, you see

the Close Down Lotus Notes

dialog box. You click Yes but

the installer does nothing.

If you have forgotten to close Lotus Notes,

you will see the Close Down Lotus Notes

dialog box instead of the Welcome panel.

To move past this dialog box, do the follow-

ing:

1. Close Lotus Notes. (In Lotus Notes, click

File|Exit Notes).

2. Return to the installer and click Yes in

the dialog box.

The installer will not close down Lotus

Notes for you.

During installation on Win-

dows XP or Windows 2003,

you see the error message:

There is a DLL conflict between the js32.dll

file that Lotus Notes has installed and a ver-

sion of js32.dll installed by another applica-

tion in the C:\WINDOWS\system32 directory.

Contact your company’s tech support ser-

vice and ask them to:

“Error loading Lotus Notes

library.”

1. Determine the application(s) that are

using the js32.dll file from the

C:\WINDOWS\system32 directory.

2. Move a copy of the

C:\WINDOWS\system32 \js32.dll file to the

startup directory of each application

that is using it.

3. Delete the C:\WINDOWS\system32 \js32.dll

file.

Note: If, after this DLL conflict has been

resolved, some other application is installed

and places another js32.dll file in the

C:\WINDOWS\system32 directory, this issue

will reappear. See entry under “O ther prob-

lems w i th sy n cing” (page 186).

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Troubleshooting

Troubleshooting: Upgrading

Ta b l e A - 2

Problems with

Problem

Possible cause/ steps to take

upgrading

Your previous configuration

settings do not appear when

you access Pylon.

If you are using a previous version of Pylon,

you need to record manually any configura-

tion settings from your Pylon Configuration

Database (pyloncfg.nsf) that you want to

save.

When you install the current version of

Pylon, your old configuration database (typ-

ically found at C:\Lotus\Notes\Data or

C:\Lotus\Domino\Data) is renamed to

include a date and time extension, for

example, pyloncfg.nsf.11-19-2001-171857.

You cannot reuse the renamed configura-

tion database with the current version of

Pylon. However, to access the database to

review a previous configuration setting, do

the following:

1. Delete the date and time extension.

2. Rename the file to something other

than pyloncfg.nsf, for example, old.nsf.

3. Double-click the file to open the

database in Lotus Notes.

4. Record your configuration settings to

duplicate them in the current version.

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Appendix A

Troubleshooting: Using the Pylon Log database

Viewing log messages

By default, Pylon writes all error messages and important status

information for each sync to the Pylon Log database.

To view messages in the Pylon Log database:

1. Open the Pylon Log database in Lotus Notes.

In Lotus Notes, choose File|Database|Open, in the Database list

select Pylon Log, then click Open.

2. Select the Usage view that seems best to view the messages.

■

By Date lists the messages in the order in which they were logged.

■

By Notes Database lists the messages sorted by the Notes database

involved.

■

By Palm/ Pocket PC Database lists the messages sorted by the

device database involved.

By User lists the messages sorted by the user involved (same

result as By Date, if you have only one user).

3. Look for messages related to the problem you are troubleshooting:

■

Messages indicating an error (look at these first, then check

nearby status messages)

Logged at the approximate time of the sync in which the

problem occurred

Involving the related Notes or device database

4. To determine corrective actions, look up error messages in the

tables under “T r oubleshooting: S y n cing” (page 184).

Changing the Log Level

For most troubleshooting purposes, the default level of information

logged should be adequate to allow you to troubleshoot problems that

arise. If you want Pylon to log more detailed information, you can

temporarily set the Log Level higher.

To set the Pylon Log Level:

1. Open the Pylon Configuration document.

See “O pening y o ur P y l o n Configuration document” (page 61) for

instructions.

2. Make sure the Advanced Options checkbox is selected.

Advanced Options must be checked in order to display the Log

Level field.

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Troubleshooting

3. In the Log Level list, select the number for the level of logging you

want Pylon to perform:

■

0 - none

1 - errors and important status information (the default level)

2 - level 1 plus warnings

3 - level 2 plus debugging information

4 - level 3 plus detailed informational messages

4. Click Save, or Save and Close, to save the new Log Level setting.

Caution

You should change the Log Level setting back to the default level of 1

after you have finished troubleshooting a particular problem. At higher

levels, the log file grows rapidly and Pylon’s perfomance may be

affected.

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Appendix A

Troubleshooting: Syncing

A key source of information that you can use to troubleshoot syncing

problems is your on-device sync log. This location of this file is:

■

Pocket PC OS device:

C:\Program Files\lotus\notes\data\pylon\<device name>\pylon

■

Palm OS device:

...<vendor name>\<username>\Pylon\pylon

Problems with first sync

Ta b l e A - 3

Problems with your

first sync

Problem

Possible cause/ steps to take

Your first sync is unsuccessful. Your license key is issued based on your

The Pylon Sync Log shows

the error:

Lotus Notes user name. If you receive this

error during your first sync after installa-

tion, it usually means that the user name

you gave iAnywhere does not match your

actual Lotus Notes user name.

Pylon has an invalid license

If you receive this error, do the following:

1. Open Lotus Notes

2. Confirm your Lotus Notes user name by

clicking File|Tools|User ID|Name.

3. See “T e chnical support” (page 22) for

instructions on how to get assistance

with this problem.

iAnywhere will issue you a new license key.

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Troubleshooting

Problem

Possible cause/ steps to take

Your first sync is unsuccessful. Pylon Conduit and Pylon Pro for Palm and

When you access your Pylon

configuration document in

Lotus Notes, the correct User

Name and License number

are there.

Pocket PC creates your configuration docu-

ment using your ActiveSync partnership

name. Your ActiveSync partnership name

should be listed in the Mobile Device field

of your configuration document.

To confirm these two names match, do the

following:

1. Open Activesync.

2. Confirm your ActiveSync partnership

name.

3. Open Lotus Notes.

4. Open your Pylon configuration

document by clicking

File|Database|Open, then selecting

Pylon Configuration.

5. Under Name, you should see your

ActiveSync partnership name listed.

6. If another name is listed, click Edit

Configuration.

7. Edit the Mobile Device name to exactly

match your ActiveSync partnership

name. Note: ActiveSync partnership

names are case sensitive and cannot

contain spaces.

8. Click Save and Close.

9. Perform another sync.

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Appendix A

Categories

Category

LastName

Last name

First name

Title

FirstName

JobTitle

Company

Phone 1

CompanyName

Company

OfficePhoneNumber Work (1st phone)

PhoneNumber Home (2nd phone)

Office Phone

Phone 2

Home Phone

Office Fax

Phone 3

OfficeFaxPhoneNumb Fax (3rd phone)

Phone 4

Phone 5

CellPhoneNumber

Other (4th phone)

E-mail (5th phone)

Cell Phone

EmailAddressor

Email or

Home Fax

HomeFaxPhoneNumber

Address

City

StreetAddress

City

Address

City

Office may proceed

field to indicate busi-

ness

Office may proceed

field to indicate busi-

ness

State

Office may proceed

field to indicate busi-

ness

Zip Code

Country

Zip

Zip Code

Country

Office may proceed

field to indicate busi-

ness

Country

Office may proceed

field to indicate busi-

ness

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Appendix F

Notes label*

Notes field name

Palm field name

Custom 1

Comments

Custom 1

Custom 2

Custom 3

Custom 4

Note

Custom 2

Custom 3

Custom 4

Note

Body

Calendar

Categories

Notes Category

Start Date

End Date

Subject

Category

Start Time

EndDateTime

Subject

StartDateTime

End Date

Subject

Start Time

End Time

Note

Body

Note

Expense

Notes Category

Date

Categories

Category

Type

Payment

Currency

Amount

Vendor

City

Attendees

Note

Body

Note

Mail

Notes Category

Date

Categories

Category

Date

DeliveredDateor

PostedDate

Subject

Subj

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Custom field mapping on Palm

Notes label*

From

Notes field name

From

Palm field name

From

Comments

SendTo

CopyTo

bcc

Note

BlindCopyTo

Body

BCC

Body

Memo Pad

Notes Category

Note

Category

Body

Categories

Note

Category

To Do List

Notes Category

Due Date

Categories

Category

Due Date

DueDateTime

Completed

CompletedDateTime Completed

(any field with a valid

date)

Priority

Importance

Priority

1=1, 2=2, 3 or 4=3,

5=99

Description

Note

Subject

Body

Subject

Note

* Note: The Notes screen label is what is displayed as the field name in the

Pylon filter configuration document.

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Appendix F

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Index

changing your Lotus Notes information after

i n s talling 49

checkbox fields, editing 173

Close Do w n L otus Notes dialog box 40, 180

columns

Symbols

changing attributes

resizing

restoring defaults on Palm OS 165

conduits

A d dre s s Book 33

Calendar 32

Expense (Palm onl y ) 3 4

Mail 32

Memo Pad (Palm onl y ) 3 4

access key 36

A c ti v e S y n c, see Microsoft ActiveSync

Address Book

i n s talli n g conduit 39

o v e r v iew 33

Palm OS device

accessi n g additional databases 125

u s i n g 125

Pocket PC OS device

accessi n g 111

accessi n g additional databases 107, 111

size limit 107

u s i n g 107

To Do List 33

configuration database 60

configuration document, opening 61

configuration instructions, roadmap 58

configuration tasks, o v e r v iew 58

configurations, accessing in the Pylon Configuration

Database 61

A p plication Ser v e r, see Pylon Application Server

attachments

W o rd and Excel email attachments on Palm OS 31

configuring P y l o n 48

con v e ntions 20

bar code scanning

Create Cross Certificate dialog box 61, 189

creating a lookup field 211

Custom Field Mapping, o v e r v i e w 75

Custom install, definition 39

Custom Notes Installation 42

customizing P y l o n 71–95

sy n c f ilters 74–90

de s igning a lookup database for 213

Calendar 122

i n s talli n g conduit 39

Lotus Notes size limit for entry 107, 122

o v e r v iew 32

Palm OS device

accessi n g additional databases 122

u s i n g 114–121

database configuring, see Pylon Conduit, configuring

Database field 78, 137

Pocket PC OS device

DataViz, for Word and Excel email attachments on

Palm OS 31

date fields

accessi n g 107

accessi n g additional databases 107

u s i n g 101–107

editing on Palm OS 172

editing on Pocket PC OS 157

deleting

setting s y n c action 141

categories, assigning records to 173

changing y o ur license key after installing 49

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Index

image 171

Lotus Notes custom databases 142

deleting a database

field name

entering in Image field 138

how P y l o n Pro uses 205

li n king to a column 205

u s i n g a s terisk as 76

u s i n g i n formula for lookup fields 212

filter, see sync filters

Fi n d Dialog Box on a Palm De v ice, t h e 175

Fi n d f u nction on a Palm de v ice 175

formulas 137, 203

creating 212

s u pport for 205

on Palm OS de v ice 175

on Pocket PC OS de v ice 158

deleting a record

on Palm OS de v ice 169

on Pocket PC OS de v ice 155

Desktop overwrites handheld sync Action,

definition 65

disabling

Microsoft Excel attachments 82

Microsoft W o rd attachments 82

disabling a conduit after installing 49

Do nothing s y n c A ction, definition 65

documentation, o v e r v iew 58

Domino Server

F u ll Help in the Tips Dialog Box 168

running on different machine from Lotus Notes

client 38

system requirements 30

Graffiti 170

do w n l oading P y lon Pro 36

Handheld overwrites desktop sync Action,

definition 65

Help, v iewi n g i n Pylon Pro 168

Edit View

accessi n g 167

accessi n g Image V i ew from 171

assig n i n g records to categories in 173

creating a new record in 155

definition of 167

iA n y w h ere S o lutions, contacting 22

image

attaching to a record 155

editing checkbox fields in 173

editing date fields in 157, 172

editing information in a pop -u p list in 173

editing lookup fields in 173

editing text fields in 156, 172

editing the current record in 155, 170

editing time fields in 172

marking records pri v a te in 174

vi e w i n g built -i n h elp in 168

editing

checkbox fields 173

functions, on a Pocket PC de v ice 156

Image V ie w , e diting 171

installation

changing y o ur license key after installing 49

changing your Lotus Notes information after

i n s talling 49

Custom Notes Installation 42

disabling a conduit after installing 49

enabling a conduit after installing 49

Internet S ecurity Option 43

modif y i n g y o ur P y lon i n s tallation 49

repairing y o ur P y l o n installation 51

Select Additional CE De v ices 46

Select Palm Users 45

time fields 172

enabling

Microsoft Excel attachments 82

Microsoft W o rd attachments 82

enabling a conduit after installing 49

error message

i n s taller file (p y l o nde s ktopPocket PC.exe or

p y l o nde s ktoppalm.exe), safeguarding 39, 47

installing

P y l o n 35–54, 150

Serial Number is Not V a lid 42, 180

Ser v e r not re s p onding 186

troubleshooting 179–190

Excel email attachments on Palm OS 31

Execution Security A l e rt dialog box 61, 189

Expense (Palm only)

P y l o n Pro on a Palm OS de v ice 161

P y l o n Pro on a Pocket PC OS de v ice 149

Internet Explorer 5.0 or greater, system requirement

for 30

Internet S ecurity Option 43

i n v a lid license, troubleshooting 184

accessi n g additional databases 130

o v e r v iew 34

template, location of 68

u s i n g 130

J o urnal database, creating 89

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Index

M-Business Anywhere client, using with Pylon

Conduit 190

Memo Pad (Palm only)

accessi n g additional databases 129

o v e r v i e w 34

ke y , see license key

u s i n g 129

Microsoft ActiveSync

establishing partnership 38

Options dialog box 98, 187

sy n cing multiple users 192

u s i n g to s y n c 98, 187

Microsoft Excel attachments

disabling 82

License A g r eement dialog box 40

license key 36

i n v a lid 42

license number, in Lotus Notes custom database 163

license, troubleshooting in v a lid license error 184

List View 174

accessi n g R ead V iew from 166

changing column attributes in 153, 164

creating a new record from 169

enabling scanning from 213

resizing columns in 154, 165

restoring column defaults in 165

u s i n g categories in 166

lookup fields

enabling 82

Microsoft Word attachments

appending as text 82

disabling 82

enabling 82

Mobile De v ice field 185

Modify install, manual configuration settings revert to

defaults 49

modif y i n g y o ur P y lon i n s tallation 49

multiple users, setting up for 192, 194

creating 211

editing 173

Lotus Domino Security model 189

Lotus Notes

applications

names on different de v ice p latforms 63

P y l o n o v e r v i e w 32

New Filter Template, using w ith Pylon Pro 135

note

attaching to a record 170

deleting from a record 170

Note View

Base V e rsion, installation 42

custom database

de -a cti v a ting 142

deleting 142

re -a cti v a ting 142

definition of 170

Open Database dialog box 60

pass w o rd prompt 98, 99, 112

system requirements 30

u s e r pass w o rd prompt, remo v i n g 187

Lotus Notes Configuration field

Database 78, 137

editing screen 170

Options menu in P y l o n Pro 174

Form 79

Modified Date 79, 137

Ser v e r 78

View or Formula 78

Palm conduits, re -e nabling after uninstalling P y l o n 52

Palm OS device

accessi n g 122

Address Book

accessi n g additional databases 125

u s i n g 125

Lotus Notes server, running on different machine from

Lotus Notes client 38

Lotus Notes User name, in custom Lotus Notes

database 163

Calendar

accessi n g 122

accessi n g additional databases 122

u s i n g 114–121

Mail

i n s talli n g conduit 39

o v e r v iew 32

differences, ne w e r v s. o lder 63

Expense

accessi n g additional databases 130

u s i n g 130

ke y b oard 170

Palm OS device

accessi n g additional databases 113

deleting mail 112

u s i n g 112–113

Pocket PC OS device

accessi n g 100

Mail

accessi n g additional databases 113

sync filters

modif y i n g 81

accessi n g additional databases 129

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Index

switc h i n g to from Pocket PC 38

To Do List

Pylon Configuration Database

accessi n g 60

accessi n g 129

Configurations V i e w 61

accessi n g additional databases 129

u s i n g 126–129

Filters V iew 74

opening 60

partner s h i p, w ith Microsoft ActiveSy n c 3 8

pass w o rd prompt dialog box 98, 99, 112

pass w o rd prompt, Lotus Notes, remo v i n g 187

PIM applications

opening from W i n do w s S t art menu 60

recording settings 37

renaming 37, 181

savi n g i nformation 181

accessi n g on y o ur de v ice 97–130

Palm OS 112–130

Pylon Configuration document

opening 61

Pocket PC OS 98–111

additional application databases or v i e w s 9 1

Category S y n c name mu s t be unique 92

creating new filter 93

enabling with initial sync Action of Desktop

O v e r w r ites Handheld 94

setting permanent s y n c A ction 95

sy n cing initially 95

screen shot 62

P y l o n installer file (p y l o nde s ktopPocket PC.exe or

p y l o nde s ktoppalm.exe), safeguarding 39, 47

Pylon Pro

about 28

access ke y , o btaining 36

adding support for computed fields 204

do w n l oading 36

disabling or enabling 64

Edit V i e w , a ccessing 167

sy n cing 55–130

Pocket PC OS device

Address Book

accessi n g additional databases 107

u s i n g 107

Calendar

accessi n g 107

accessi n g additional databases 107

u s i n g 101–107

Mail

enabling additional databases 144

E n try Details Dialog Box 173

i n s talling on a Pocket PC de v ice 150

License A g r eement dialog box 40

na v igati n g Edit V iew in 167

na v igati n g on a Pocket de v ice 150

Read V iew on a Pocket de v ice 152

s u pported field t y p es 204

un s u pported de s ign objects 207

u s i n g the Palm Find function w ith 175

vi e w i n g Help in 168

accessi n g 100

deleting 100

switc h i n g f rom to Palm OS de v ice 38

sy n cing 98, 112

To Do List

accessi n g 111

vi e w i n g on a Palm de v ice 162

vi e w i n g on a Pocket de v ice 150, 151

W o rkspace on a Palm De v ice 162

Pylon Select, used to access additional Calendar

databases on Palm 122

accessi n g additional databases 111

u s i n g 108–110

pop -u p list, editing 173

pri v a te records, marking 174

publications, related 21

Pylon

accessi n g 60

customizing 71–95

i n s talli n g 35–54

troubleshooting 180

t y p ical installation, defined 39

license ke y , o btaining 36

modify install 49

repair installation 51

unin s talling 37, 52–54

upgrading 37

troubleshooting 181

P y l o n A p plication Ser v e r, uninstalling 38

Pylon Conduit

P y l o n S er v e r S y n c, see Pylon Application Server

p y l o ncfg.nsf file, not remo v e d on unin s tall 52

p y l o nexp.ntf 68

Read View

accessi n g 166

accessi n g Edit V iew from 167

attaching image from 155

deleting image from 171

na v igati n g 166

record

assig n i n g to categories 173

attaching image to 155

attaching note to 170

creating new 155

deleting note from 170

editing on a Pocket PC de v ice 155

making pri v a te 174

remo v i n g Lotus Notes user pass w o rd prompt 187

Repair install, manual configuration settings revert to

defaults 51

about 28

configuring 32–111

configuring for multiple users 192, 194

Mobile De v ice field 185

system requirements 30

troubleshooting 180–190

u s i n g w i th M -B u s i n e s s A n y w h ere client 190

vi e w i n g s y n c l og 184

repairing y o ur P y l o n installation 51

resol v e items error message 187

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Index

displa y i n g i n Pylon Configuration Database 74

Expense (Palm only)

Custom Expense 68

Mail

sample database in P y l o n Pro List V iew 164

sample P y l o n Pro W o rkspace 163

sample signature in P y l o n Pro Image V iew 171

Select Additional CE De v ices 46

Select Palm Users 45

selecting text, on Pocket PC de v ice 156

Se n d mail first 82

Ser v e r not re s p onding error me s sage 186

Ser v e r S y n c, see Pylon Application Server

S h ading option 171

sig n ature, creating in P y l o n Pro 171

Sy m bol S PT1500 213

My I n box 67

My I n box - Last 30 da y s 6 7

My I n box - Last 7 da y s 6 7

My I n box - Unread only 67

Memo Pad (Palm only)

sync Action

sync filters

pre -d efined filters screenshot 72

pre -d efined options table 67

Pylon Pro

configuration fields 137

custom database configuration template 136

custom database, s y n cing 135

Custom Field Mapping 138

To Do List

Address Book

My Personal A d dre s s Book 67

My Personal A d dre s s Book - Home & Business 67

Calendar

My Calendar 67

My Calendar - Last 2 Months 67

choosing 67

cop y i n g 72

creating for multiple users

Sy n c only unread mail field 82

Sy n chronize the files s y n c A ctio n , de f i n i tion 65

sy n cing 174

i n s tructions 99

Calendar Configuration section 84

Calendar -s p ecific changes 83

Custom Field Mapping 75

De v ice Co n f iguration section 79, 83

Expense -s p ecific changes 89

Filter Information section 77

generic changes 76

Lotus Notes Configuration section 78

Mail Configuration section 81

Mail -s p ecific changes 81

Memo Pad Configuration section 88

Memo Pad -s p ecific changes 88

Custom 88

multiple users 192

Palm OS de v ice 112

PIM applications 55–130

Pocket PC OS de v ice 98

Wi n do w s M o bile 5 de v ice 98

system administrator 186

system requirements 30

Tasks, see To Do List

technical support

My J o urnal -s p ecific changes 88

To Do List Co n f iguration section 87

To Do List-s p ecific changes 86

Conflict Resolution 87

customizing A d dre s s Book -s p ecific changes 85

A d dre s s 86

A t tachment t y p es to s y n c 82

Map Busi n e s s to custom field 86

Maximum total size of attachments per

me s sage 83

obtaining 22

Sy b ase Online Support Ser v ices 23

text fields, editing 172

time fields, editing 172

To Do List

i n s talling conduit 39

on de v ice 107, 111

o v e r v i e w 33

Palm OS device

accessi n g 129

Se n d mail first 82

Sy n c only unread 82

accessi n g additional databases 129

u s i n g 126–129

customizing Calendar-specific changes

Pocket PC OS device

Conflict Resolution 84

Dis p lay To Do List items in Calendar 84

View C h airperson 84

customizing generic changes

Category S y n c 79

u s i n g 108–110

Tool option 171

trouble s h ooting 179–190

accessi n g P y l o n Configuration document 189

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Index

using Pylon Conduit with M-Business Anywhere

client 190

u s i n g P y l o n log database 182

truncated

Calendar entries 107, 122

Contacts 107

emails 100

To Do items on Pocket PC 111

T r u s t Sig n er button 61, 189

Ty p ical install, definition 39

unin s talling P y l o n 52–54

re -e nabling Palm conduits after 52

upgrading 37, 181

u s e r s , m ultiple 192, 194

u s i n g 129

Viewi n g Help for the User List Field 168

Windows Mobile 5 device

sy n cing 98

W o rd email attachments on Palm OS 31

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