For Windows, Mac, Palm OS, and Pocket PC FileMaker Mobile 7 Companion for Palm OS and Pocket PC User's Guide © 2000-2004 FileMaker, Inc. All Rights Reserved. FileMaker, Inc. 5201 Patrick Henry Drive Santa Clara, California 95054 FileMaker is a trademark of FileMaker, Inc., registered in the U.S. and other countries, and ScriptMaker and the file folder logo are trademarks of FileMaker, Inc. FileMaker documentation is copyrighted. You are not authorized to make additional copies or distribute this documentation without written permission from FileMaker. You may use this documentation solely with a valid licensed copy of FileMaker software. All persons and companies listed in the examples are purely fictitious and any resemblance to existing persons and companies is purely coincidental. Credits are listed in the Acknowledgements document provided with this software. For more information, visit our web site at www.filemaker.com . Edition: 01 This page intentionally left blank. Contents Chapter 1 Installing FileMaker Mobile Registration and customer support New features Installing FileMaker Mobile System Requirements (Windows) System Requirements (Mac OS) System Requirements (Palm OS) System Requirements (Pocket PC) Installing the FileMaker Mobile application and synchronization module Installing the FileMaker Mobile application on a Palm handheld Installing the FileMaker Mobile application on a Pocket PC handheld Removing FileMaker Mobile Removing the FileMaker Mobile from your Palm handheld Removing FileMaker Mobile components from your Pocket PC handheld Removing FileMaker Mobile from your desktop computer Chapter 2 Setting up FileMaker Mobile Setting up FileMaker Pro databases to work with FileMaker Mobile Chapter 3 Using FileMaker Mobile for Palm OS Loading a FileMaker Pro database onto your handheld Opening a database on the handheld Viewing records Adding records Finding records Sorting records Deleting a record Deleting all records in a found set Deleting a database from your handheld Setting database options Synchronizing information between your handheld and computer Chapter 4 Using FileMaker Mobile for Pocket PC Loading a FileMaker Pro database onto your handheld Opening a database on the handheld Viewing records Adding records 1-1 1-1 1-2 1-2 1-2 1-3 1-3 1-3 1-4 1-5 1-5 1-5 1-6 1-6 2-1 3-1 3-1 3-2 3-3 3-3 3-3 3-4 3-4 3-4 3-5 3-5 4-1 4-1 4-2 4-3 iv FileMaker Mobile User's Guide Finding records Sorting records Deleting a record Deleting all records in a found set Deleting a database from your handheld Setting database options Synchronizing information between your handheld and computer 4-3 4-3 4-4 4-4 4-4 4-4 4-5 Chapter 5 Tips for using FileMaker Mobile Product information Field contents Field definitions FileMaker Mobile limits Using a different handheld Adding a new handheld device Resetting the handheld identification 5-1 5-1 5-2 5-2 5-3 5-3 5-3 Chapter 1 Installing FileMaker Mobile With FileMaker® Mobile and a Palm OS or Pocket PC handheld you can: 1 1 1 select information from FileMaker Pro databases to load onto your handheld view, add, modify, and delete records in your databases when you are away from the office synchronize changes made to both your desktop databases and handheld databases If you're new to the Palm OS or Pocket PC, you need to know how to use the HotSync or ActiveSync software to synchronize information on your handheld with information on your computer. If you have not performed a sync operation with your handheld before, see the documentation that came with it. Registration and customer support Please take the time to complete the registration for your product, or register online at www.filemaker.com/register/. For information about technical support and customer service, see: www.filemaker.com (North American customers) www.filemaker.com/intl/ (customers outside of North America) On the web site, you will find the FileMaker, Inc. Service Directory, which details the service options available to North American customers, as well as links to FileMaker, Inc. international sites, answers to frequently asked questions, and access to extensive software libraries used by technical support staff. If you do not have access to the Web, please refer to the FileMaker support/service sheet included in the software box. North American customers can also call 1-800-965-9090 to learn about the service options available. New features FileMaker Mobile 7 presents new features, such as: 1 1 1 1 1 compatibility with FileMaker Pro 7 execute FileMaker Pro 7 scripts before and after synchronization support for multiple handhelds support for hi-resolution screens on Palm OS handhelds support for fractional seconds in time fields 1-2 FileMaker Mobile User's Guide 1 support for people with special needs 1 FileMaker Mobile 7 documentation is provided in tagged Adobe Portable Document Format (PDF). Tagged PDF files work with assistive technology, such as the JAWS for Windows screen reader. For more information about tagged PDF files, see www.adobe.com. For late-breaking information about FileMaker Mobile, browse the contents of the CD and view the Readme file, or visit www.filemaker.com (North American customers) or www.filemaker.com/intl/ (customers outside of North America). Installing FileMaker Mobile You install the FileMaker Mobile application and synchronization module on your computer and then install the FileMaker Mobile application on your handheld. FileMaker Mobile is designed to work with English, French, German, Italian, Japanese, and Spanish operating systems as follows: This component FileMaker Mobile application FileMaker Mobile Synchronization Module FileMaker Mobile handheld application Displays the language used in Desktop operating system Desktop operating system Palm OS or Pocket PC System Requirements (Windows)* Hardware requirements: 1 Intel compatible computer Pentium 300MHz or greater 1 1 1 1 64MB of RAM Windows 2000, 128MB Windows XP CD-ROM drive Hard disk drive One available serial or USB port Software requirements: 1 Windows 2000 (Service Pack 4), Windows XP (Service Pack 1) 1 1 1 Palm Desktop 4.1 software with HotSync Manager installed for Palm OS handhelds ActiveSync 3.7.1 installed for Pocket PC handhelds FileMaker Pro 7 or FileMaker Developer 7 software System Requirements (Mac OS)* Hardware requirements: 1 Apple G3 computer (excluding G3 upgrade cards) 1 128MB of RAM Installing FileMaker Mobile 1-3 1 1 1 CD-ROM drive Hard disk drive One available serial or USB port Software requirements: 1 Mac OS X version 10.2.8 and 10.3.1 1 1 Palm Desktop 4.1 software with HotSync Manager installed FileMaker Pro 7 or FileMaker Developer 7 software System Requirements (Palm OS)* Hardware and software requirements: 1 Palm OS compatible handheld 1 1 1 2MB of storage Palm OS 3.5 - 5.2 HotSync cradle or cable System Requirements (Pocket PC)* Hardware and software requirements: 1 Pocket PC 2002 or 2003 ARM compatible handheld 1 1 * 16MB of RAM ActiveSync cradle Version stated is the minimal requirement. The software will also work with later versions certified by FileMaker. Installing the FileMaker Mobile application and synchronization module To install the FileMaker Mobile application and synchronization module: 1. Exit other open programs and turn off virus protection utilities. 2. If you are installing from a CD, insert it into your CD or DVD drive. 3. Do one of the following: For this system Windows Mac OS Do this Click Install FileMaker Mobile. Double-click FileMaker Mobile X. 1-4 FileMaker Mobile User's Guide 4. Follow the instructions that appear on your screen. 1 When the license agreement displays, review the terms. If you accept the terms, click Accept, then click Next. 1 When prompted for an installation code, type the code that comes with the product, then click Next. 5. When the installation is complete, click Finish or Quit. Installing the FileMaker Mobile application on a Palm handheld To install the FileMaker Mobile application on your Palm handheld: 1. In Windows or the Mac OS, launch the Palm Desktop application. 2. Click the Install tool (Windows) or choose Hot Sync menu > Install Handheld Files (Mac OS). 3. Click Add (Windows) or Add To List (Mac OS). 4. Navigate to the folder where the FileMaker Mobile application for the handheld was installed. 5. Select FileMaker Mobile 7.prc, then click Open. 6. If you are using the French, German, Italian, Japanese or Spanish version of the Palm OS, click Add (Windows) or Add To List (Mac OS). Select the corresponding language file, then click Open. For French German Italian Japanese Spanish Select FileMaker 7 Lang French.prc FileMaker 7 Lang German.prc FileMaker 7 Lang Italian.prc FileMaker 7 Lang Japanese.prc FileMaker 7 Lang Spanish.prc 7. Click Done, then click OK. 8. Perform a HotSync operation to install the application on your handheld. 9. Start the handheld FileMaker Mobile 7 application and enter the handheld license key. 10. Perform a HotSync operation to transfer the user code and the license key to the desktop. You can check the user identification by starting the desktop FileMaker Mobile 7 application and click User. Chapter 2 tells you how to transfer your databases to your handheld. Installing FileMaker Mobile 1-5 Installing the FileMaker Mobile application on a Pocket PC handheld To install the FileMaker Mobile application on your Pocket PC handheld: 1. Insert your Pocket PC handheld in the cradle. 2. In Windows launch ActiveSync. 3. Choose Tools menu > Add/Remove Programs.... 4. Click the FileMaker Mobile 7 application. 5. Click OK. 6. When prompted on the handheld, remove and replace your handheld in the cradle. This enables ActiveSync to identify the files to download. 7. Click OK in Windows to close the dialog box. 8. In ActiveSync, choose Tools menu > Options.... 9. Check the FileMaker Mobile 7 application, then click OK to enable ActiveSync to transfer files to the handheld. 10. Start the handheld FileMaker Mobile 7 application and enter the handheld license key. 11. Perform an ActiveSync operation to transfer the user code and the license key to the desktop. You can check the user identification by starting the desktop FileMaker Mobile 7 application and click User. Chapter 4 tells you how to transfer your databases to your handheld. Removing FileMaker Mobile Removing the FileMaker Mobile from your Palm handheld Important This procedure deletes FileMaker Mobile 7 databases from your handheld. Before continuing, be sure to perform a HotSync operation to back up your FileMaker Mobile databases. 1. In the handheld's Applications Launcher, choose App menu > Delete. 2. Tap FileMaker 7, then tap Delete. 3. Tap Yes, then tap Done. 1-6 FileMaker Mobile User's Guide Removing FileMaker Mobile components from your Pocket PC handheld Important Be sure to perform an ActiveSync operation to back up your FileMaker Mobile 7 databases prior to removing the FileMaker Mobile software. Removing FileMaker Mobile directly from the Pocket PC To remove the FileMaker Mobile 7 application from your Pocket PC handheld directly from the handheld: 1. On the handheld, choose Start menu > Settings. 2. Click the Systems tab. 3. Click the Remove Programs. 4. Click the FileMaker Mobile 7 application and click Remove. 5. When prompted, restart your handheld, then repeat steps 1 through 4 to remove additional files that could not be deleted when the FileMaker Mobile 7 system files were still in memory. Removing FileMaker Mobile from the Pocket PC using ActiveSync on your Windows desktop To remove the FileMaker Mobile 7 application from your Pocket PC handheld using ActiveSync on your Windows desktop: 1. On the Windows desktop, launch ActiveSync. 2. Choose Tools menu > Add/Remove Programs.... 3. Uncheck the FileMaker Mobile 7 application and click OK. 4. When prompted on the handheld, restart your handheld, then repeat steps 1 through 3 to remove additional files that could not be deleted when the FileMaker Mobile 7 system files were still in memory. Note This procedure removes the FileMaker Mobile 7 application from your Pocket PC handheld, but not from the desktop PC. You can reinstall the FileMaker Mobile 7 application to your handheld from your PC at a later date. Removing FileMaker Mobile from your desktop computer Removing FileMaker Mobile from your computer (Windows) 1. Close the FileMaker Mobile application if it is open. 2. Click the Start button > Settings > Control Panel. 3. Double-click Add/Remove Programs. 4. Select FileMaker Mobile 7 from the list of applications. 5. Click Remove or Add/Remove. 6. Click Yes to confirm that you want to remove FileMaker Mobile 7. 7. Click Close or OK. Installing FileMaker Mobile 1-7 Removing FileMaker Mobile from your computer (Mac OS) 1. Close the FileMaker Mobile application if it is open. 2. Double-click FileMaker Mobile installer. 3. ...