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Desktop User Guide
Pylon Conduit and Pylon Pro
Version 5.4.1
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iAnywhere grants you permission to use this document for your own informational, educational, and other non-commercial purposes; provided that (1) you include this and all other copyright and proprietary notices in the document in all copies; (2) you do not attempt to "pass-off" the document as your own; and (3) you do not modify the document. You may not publish or distribute the document or any portion thereof without the express prior written consent of iAnywhere. iAnywhere Solutions, Inc
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Table of Contents List of Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 List of Figures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Before you begin CHAPTER 1. About this guide . . . . . . . . . . . . . . . . . . . . . . . . . 17 Focus of this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 How this guide is organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Conventions .
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Table of Contents Calendar overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32 Address Book overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33 To Do List overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33 Memo Pad (Palm only) overview . . . . . . . . . . . . . . . . . . . . . . . . .34 Expense (Palm only) overview . . . . . . . . . . . . . . . . . . . . . . . . . . .34 CHAPTER 3. Installing . . . . . . . . . . . .
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Table of Contents Making To Do List-specific changes to a sync filter . . . . . . . . . . . . 86 Making Memo Pad-specific changes to a sync filter . . . . . . . . . . . . 88 Making changes to the My Journal filter (Palm only) . . . . . . . . . . . 88 Making Expense-specific changes to a sync filter (Palm only) . . . . . 89 Syncing additional application databases or views . . . . . . . . . . . . . . . . 91 Making sure the first database or view has a unique Category Sync name in its filter . .
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Table of Contents CHAPTER 8. Working with custom databases on a Pocket PC OS device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .148 Installing custom databases on a Pocket PC OS device . . . . . . . . . . . . .149 Navigating custom databases on a Pocket PC OS Device . . . . . . . . . . . .150 Viewing custom databases on a Pocket PC OS device . . . . . . . . . .
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Table of Contents Problems with first sync . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184 Other problems with syncing . . . . . . . . . . . . . . . . . . . . . . . . . . 186 Troubleshooting: Accessing Pylon Configuration document . . . . . . . . . 189 Troubleshooting: Using Pylon with M-Business Anywhere client . . . . . . 190 APPENDIX B. Setting up Pylon for multiple users. . . . . . . . . . 191 Setting up Pylon for multiple Pocket PC OS users . . . . . . . . . . . . . . . . 192
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Table of Contents 8 / iAnywhere Solutions, Inc.
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List of Tables Table 1-1 Formatting conventions . . . . . . . . . . . . . . . . . . . . . . . . . 20 Table 4-1 Application names on different device platforms . . . . . . . . 63 Table 4-3 Pre-defined sync filter options . . . . . . . . . . . . . . . . . . . . 67 Table 5-1 Total number of databases/views supported for each application 91 Table 6-1 Calendar events in Lotus Notes and on Pocket PC OS device 101 Table 6-2 To Do events in Lotus Notes and on Pocket PC OS device. . 108 Table 6-3 Calenda
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List of Tables 10 / iAnywhere Solutions, Inc.
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List of Figures Figure 3-1 Pylon installer Welcome panel. . . . . . . . . . . . . . . . . . . . . 40 Figure 3-2 Pylon installer License Agreement panel . . . . . . . . . . . . . . 41 Figure 3-3 Pylon installer Select Lotus Notes Installation panel. . . . . . 41 Figure 3-4 Pylon installer Select Internet Security Option panel . . . . . 43 Figure 3-5 Pylon installer Custom Pylon Setup panel . . . . . . . . . . . . . 44 Figure 3-6 Pylon installer Select Palm Users panel. . . . . . . . . . . . . . .
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List of Figures Figure 5-8 Memo Pad-specific filter settings . . . . . . . . . . . . . . . . . . 88 Figure 5-9 Expense-specific filter settings . . . . . . . . . . . . . . . . . . . . 89 Figure 6-1 ActiveSync Options dialog box . . . . . . . . . . . . . . . . . . . . 99 Figure 6-2 Confirmation of a successful Pylon sync . . . . . . . . . . . . . . 99 Figure 6-3 Pylon Select Icon on the Applications Screen . . . . . . . . . 123 Figure 6-4 Pylon Select on a Palm Device . . . . . . . . . . . .
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List of Figures Figure 9-6 Sample Database Record item in Read View . . . . . . . . . . . 167 Figure 9-7 Viewing help for the User List field . . . . . . . . . . . . . . . . 168 Figure 9-8 Full help in the Tips dialog box . . . . . . . . . . . . . . . . . . . 168 Figure 9-9 Delete Item dialog box. . . . . . . . . . . . . . . . . . . . . . . . . 169 Figure 9-10 Pylon Pro Note View . . . . . . . . . . . . . . . . . . . . . . . . . . 170 Figure 9-11 Sample signature in Pylon Pro Image View . . . .
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List of Figures 14 / iAnywhere Solutions, Inc.
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Before you begin “About this guide” (page 17) Before you begin
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CHAPTER 1. About this guide “Focus of this guide” (page 18) “How this guide is organized” (page 19) “Conventions” (page 20) “Related publications” (page 21) “Contacting iAnywhere Solutions” (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 addr
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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, “Installing” (page 35), is the single most important chapter in this guide and provides the information necessary for you
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Chapter 1 Conventions Text conventions The following table lists the text formatting conventions used throughout this guide. Table 1-1 Item Treatment Example Formatting conventions Name of publication Italic Administrator Guide for M-Business Anywhere Server User interface items: Bold Click the Reset buttons, links, button. keywords Multi-level menu Bold with vertical hash Select Start|Settings| selections Control Panel. Text you type in Courier New Type A
