Detailed instructions for use are in the User's Guide.
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
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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
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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
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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
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Chapter 1 Installing FileMaker Mobile
With FileMaker® Mobile and a Palm OS or Pocket PC handheld you can:
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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:
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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
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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
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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)
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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)
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128MB of RAM
Installing FileMaker Mobile
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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
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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
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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
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*
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.
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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
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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.
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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
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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. Select Uninstall. 4. Click Uninstall. 5. Click OK.
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Chapter 2 Setting up FileMaker Mobile
This chapter tells you how to set up FileMaker Pro databases to work with FileMaker Mobile and how to check which databases are ready to be loaded onto the handheld. Note FileMaker Mobile 7 must be used with FileMaker Pro 7 or FileMaker Developer 7 software. It is not compatible with earlier versions of FileMaker Pro or FileMaker Developer.
Setting up FileMaker Pro databases to work with FileMaker Mobile
Note To set up databases, your access privileges must include Design Layouts. To set up a FileMaker Pro database to work with FileMaker Mobile:
1. Start the FileMaker Mobile 7 application. 2. Click Add. 3. Click Browse and choose the database to download. 4. Click Next. 5. Click Settings to open the Mobile Settings dialog box.
You can choose who has access to the file
Select the fields to transfer
Specify actions performed before or after synchronization
6. In Sharing, specify the handheld access to the file. Click Specify to grant database access by the user's privilege set. 7. Click Specify Fields.
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8. In the Available Fields list, select the field you want to transfer to the handheld and click Add.
Repeat this step for each field you want to transfer. You can transfer up to 50 fields and their data. Only Text, Number, Date, and Time field types can be transferred and only these will appear in the Available Fields list.
Select the fields to transfer to the handheld Click to specify how fields display on the handheld
To change the order that fields will appear on the handheld, select a field in the Handheld Fields list and click Move Up or Move Down. Arrange the fields now in the order you want them to appear on your handheld.
9. (Optional) To specify how fields display on the handheld, click Properties.
Click to show or hide properties
The available options depend on the field type and selected properties
Setting up FileMaker Mobile
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To Select a data entry format
Click a field in the Handheld Fields list, then Choose one of the following from the Format list. See the examples following this table.
1 For text or number fields, choose Standard, Popup Menu, Popup List, Single 1 For date fields, choose Date Picker, Popup Menu, or Popup List. 1 For time fields, choose Time Picker, Popup Menu, or Popup List.
Use a list of values for data entry For Use value list, choose a value list defined in the database. Value lists from related databases aren't supported. For a Single Checkbox, only the first value in the value list displays on the handheld. Tip Choose a value list that contains a single value. Allow changes to field data Capitalize the first letter when entering data in an empty field Select Allow entry into field. Select Use auto capitalization. Checkbox, or Notes.
Display a custom label instead of the Select Use custom label. Type the label text. field name
Use popup menus to choose values defined in the associated value list Use popup lists to choose values defined in the associated value list or enter new information in fields Standard field Single Checkbox Click the Notes icon to view or change text in a Notes fields
10. When you're done specifying fields, click OK. 11. Click Synchronization.
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12. In Mode, select the record transfer direction. Choose one of the three transfer options:
Choose this option Bi-directional Upload to desktop only To do this Transfer modified records to and from the handheld. Transfer modified records from the handheld database to the desktop database. All records are deleted on the handheld database. Transfer desktop database to the handheld database. All records on the handheld database that are not in the desktop database are deleted.
Download to handheld only
13. In Records, select the set of records you want to transfer to the handheld.
Select the record transfer direction
Select the set of records to transfer to the handheld
Select how to resolve record differences at synchronization Select actions before and after synchronization
If you want to load only a subset of records onto your handheld, select Found set at time of synchronization. In FileMaker Pro 7, create a FileMaker Pro 7 script which selects an appropriate found set. Then choose that script as a before synchronization action described in step 15.
Setting up FileMaker Mobile
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14. In Conflict Resolution, choose how you want to resolve record differences at synchronization.
When you modify the same records in both the handheld database and the desktop database, FileMaker Mobile uses one of the following options to resolve differences at synchronization.
Choose this option Duplicate record To do this Create and place handheld records in the desktop database. See the FileMaker Pro User's Guide for information about finding duplicate records. The handheld record replaces the desktop record. The desktop record replaces the handheld record.
Handheld overwrites desktop Desktop overwrites handheld
15. Click Specify Actions, to choose what actions are performed on the database before and after
synchronization.
Select log in account name and password
Select FileMaker Pro 7 Script to run before synchronization Select FileMaker Pro 7 Script to run after synchronization
Before synchronization, you can choose the log in account to access database records. You can optionally choose to run a FileMaker Pro 7 script before and after synchronization. Check the Perform Script checkbox and select the script from the menu.
16. Click OK, then OK again.
Repeat the steps in this section for each database you want to share with the handheld.
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Chapter 3 Using FileMaker Mobile for Palm OS
This chapter explains how to work with data in databases on your Palm OS handheld.
Loading a FileMaker Pro database onto your handheld
Perform a HotSync operation to load one or more databases onto your handheld: Be sure all the databases are shared with FileMaker Mobile. See "Setting up FileMaker Pro databases to work with FileMaker Mobile" on page 2-1. Warning Do not interact with FileMaker Pro during the HotSync operation.
Opening a database on the handheld
To open a database on the handheld:
1. In the handheld's Applications Launcher, tap the FileMaker 7 icon.
If you do not see the FileMaker 7 icon, change the applications category to All.
2. Tap a database in the list.
Database list
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Viewing records
You can look at records one by one or in a list.
Tap anywhere in a line to switch to form view
List View
Form View
To View the list of databases View records in a list View one record at a time In list view, scroll column to column In list view, scroll list up and down In form view, scroll record to record In form view, scroll field to field
Tap
You can navigate by pressing the scroll buttons on the front panel of your handheld. You can also use the Jog Dial navigator on Sony handhelds to scroll through databases and records. To go directly to a record, choose Record menu > Go to Record, then enter the record number and tap OK. You can change the way fields display.
To Resize a field Change the field order Allow or prevent resizing or reordering columns, or sorting by column label Change the text width, alignment, or color in a field In this view List List List Do this with the stylus Tap and hold the line between the field labels. Tap and hold a field label, then drag it to a new location. Choose Options menu > List View Options, then select the desired options. Tap OK. Tap the field, choose Options menu > Field Options, then select the desired options. Tap OK. Color options are only available on handhelds that support text colors.
List
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