PDAsync User Manual Table of Contents Welcome ......................................................................................................................................... 1 What is PDAsync? ......................................................................................................................... 2 Data Types ................................................................................................................................... 2 Translators.................................................................................................................................... 2 Profiles.......................................................................................................................................... 2 Installation ...................................................................................................................................... 3 Installation Requirements............................................................................................................. 3 Installing PDAsync ....................................................................................................................... 4 Upgrading PDAsync ..................................................................................................................... 5 Synchronization ............................................................................................................................. 6 What is Synchronization?............................................................................................................. 6 First Time Synchronization........................................................................................................... 7 How to Synchronize ..................................................................................................................... 8 Advanced Settings......................................................................................................................... 9 General....................................................................................................................................... 10 Auto Synchronize ....................................................................................................................... 11 Conflicts...................................................................................................................................... 12 Translators.................................................................................................................................. 14 Mapping...................................................................................................................................... 15 Filters.......................................................................................................................................... 20 Data Sources.............................................................................................................................. 22 Profiles........................................................................................................................................ 25 Supported Applications and Mobile Devices............................................................................ 28 Microsoft Outlook ....................................................................................................................... 29 Lotus Notes ................................................................................................................................ 32 Lotus Organizer .......................................................................................................................... 34 NetManage ECCO Pro............................................................................................................... 37 Symantec Act! ............................................................................................................................ 40 GoldMine .................................................................................................................................... 43 Palm Desktop ............................................................................................................................. 45 Casio Personal Organizers ........................................................................................................ 47 Palm OS Mobile Device ............................................................................................................. 53 Windows CE Mobile Devices ..................................................................................................... 54 Pocket PC Mobile Devices ......................................................................................................... 55 Ericsson r520 Phones ................................................................................................................ 56 Troubleshooting........................................................................................................................... 59 General Troubleshooting............................................................................................................ 60 Errors and Warnings .................................................................................................................. 61 Troubleshooting Tools................................................................................................................ 62 Contacting Technical Support .................................................................................................... 64 Software License and Agreement .............................................................................................. 65 License Agreement .................................................................................................................... 65 Index.............................................................................................................................................. 67 i PDAsync - User Manual Welcome Welcome to PDAsyncTM, the best of the synchronization software for synchronizing your mobile devices and your PIMs. PDAsync is designed to work with several PC products on the market and will synchronize the important information that you store in your Personal Information Managers (PIMs) and in the mobile device. PDAsync supports many different applications. A detailed outline of all supported applications can be found in the following topic: Supported Applications and Mobile Devices 1 PDAsync - User Manual What is PDAsync? PDAsync is a software product designed to work on a Windows PC to synchronize data between two data sources, such as a PIM (Personal Information Manager) and a mobile device. PDAsync is comprised of a synchronization engine and translators, which are used to seamlessly integrate with the data source's features and data. Data Types PDAsync makes every attempt to support each PIM and mobile device to the complex nature that these data types can be used. · Contacts - Contacts are used to keep track of a person and their details. Also called an Address Book, Contacts contain many pieces of key information about a person: their name, address, phone numbers, etc. Calendar - A Calendar is used to keep track of appointments. Any meeting, phone conference, or reminder can be entered into the Calendar so that it's instantly viewed for any given date or time. Tasks - Tasks are items that need to be done. These To Do lists are handy to keep track of those items which need to be completed. E-mail - E-mail is used to send and receive messages. PDAsync supports synchronization of the incoming messages, outgoing messages and sent items. For more information please see E-mail Synchronization. · · · Translators A translator is the component PDAsync uses to seamlessly integrate your PIM or mobile device to the sync engine. The translator interprets the data, converts it into a common readable form and sends it to the sync engine. Two translators are necessary to synchronize. When they both communicate to the sync engine, the engine determines what items have changed on either side, determines what updates need to be made, and then communicates those changes to each of the translators. Profiles While translators are used to seamlessly hook into a PIM or device, a profile is the relationship between two translators. Synchronization can only be performed between two data sources. If you choose to synchronize between more than two PIMs or devices, you must define multiple Profiles. 2 PDAsync - User Manual Installation Installation Requirements To install PDAsync, you need the following: · · · · · · An IBM compatible computer Pentium or above. Microsoft Windows 95/98/2000 or Microsoft Windows NT 4.0 Client. 32 MB RAM. 20 MB free hard disk space. Two supported data sources. See Supported Applications and Mobile Devices for more information. If you are using a mobile device, you will need the linking device (cable, infrared, etc.) and software which came with the mobile device. 3 PDAsync - User Manual Installing PDAsync Before you begin, it is strongly recommended that you backup your data just as a precaution. Please refer to the PIM or device sections to back up your data. To install PDAsync: 1. Close all open programs. Note It is strongly recommended that you exit all open programs. If you have not done so, please do so now. 2. 3. Start the PDAsync installation program. Follow the instructions in the series of installation screens. · · · · · · · · · · Welcome screen License screen Get Registration Information screen Choose Destination Location screen Select Devices screen Select Applications screen Select Default Device screen (displays only if multiple devices are selected) Select Primary Translator screen (displays only if multiple PIMs are selected) Start Installation screen Finished screen 4. 5. When installation is complete, click Finish. If prompted to reboot, click OK. 4 PDAsync - User Manual Upgrading PDAsync If you would like to add support for an additional PIM or mobile device OR upgrade your current version, please follow these steps: 1. 2. 3. 4. 5. Perform one last synchronization to ensure that all data is the same. Then backup your data. Double-click the setup.exe file. On the Start Installation screen, click Next and installation will proceed. On the Finish screen, click Finish. If prompted to reboot, click OK. 5 PDAsync - User Manual Synchronization What is Synchronization? A common problem for mobile computer users is the need to maintain two different copies of important data. There might be a copy of a contact list in use on a PC in an office and a copy of a contact list on the mobile computer, like the mobile device. What happens when updates are made to both the PC and the mobile device? With Synchronization, the data stored in the mobile device and the data in the PIM are compared and modifications are made to each to make them identical. For instance, a user adds a contact in the PIM and another user modifies a contact on the mobile device. When synchronization is executed, PDAsync adds the new contact to the mobile device and modifies the correct entry in the PIM. The synchronize feature allows you to select only those pieces of data you wish to synchronize as well as allowing the user to specify the fields in the PIM that correspond to the fields on the mobile device, since the PIM and mobile device do not necessarily have the same fields. 6 PDAsync - User Manual First Time Synchronization When synchronization is executed for the first time, PDAsync executes a Full Synchronization. With Full Synchronization, PDAsync tries to match each entry on the mobile device to each entry in the PIM. When an exact match is found, those two entries are identified as the same. To make an exact match, the two entries must be identical down to the punctuation in the description fields. When you select to synchronize for the first time you are given three options for each data source you've selected to synchronize: · · · Replace mobile device records with PIM application records. Replace PIM application records with mobile device records. Combine both mobile device and PIM application records (May result in duplicate records). If you consider your PIM or your device to contain ALL the information you need, we recommend that you reset (or clear) all the data on the other side so that all the records are moved over. However, if you have incomplete data on both devices, you should choose to copy data in both directions. Since full synchronization looks for exact matches, if the mobile device and the PIM both have a similar yet not exact data, you may receive two entries for the same record. For example, if you have John Smith as a Contact in your PIM and John S. Smith as a contact in your device, you will ...