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Configuring basic PIM sync settings
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /65
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
* Clicking the icon sets all of your applications to the associated sync
Action.
Icon* Action Description Use When...
Synchronize
the files
(default
action for
active appli-
cations)
All documents created or modified
since the last sync will sync to the
other side, whether they originate in
Lotus Notes or on your device. Modi-
fied documents will replace the old
ones. If a document is deleted on one
side, it will be deleted on the other
side during the sync.
Note: The amount of time it takes to
sync is directly proportional to the
amount of data being transferred.
When your normal way of working
is to make changes in information
both your device and in Notes on
your desktop, and you want to
keep the two sets of information in
sync. Note, however that if you
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.
Desktop
overwrites
handheld
All documents in Lotus Notes will
sync to your device based on the
selection criteria.
Note: All existing
documents on the device will be
deleted.
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.
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
is the default for non-active applica-
tions.
When you want to temporarily
disable syncing individual applica-
tions.
- Desktop User Guide 1
- Table of Contents 3
- 4 / iAnywhere Solutions, Inc 4
- 8 / iAnywhere Solutions, Inc 8
- List of Tables 10
- List of Figures 11
- Before you begin 15
- About this guide 17
- Focus of this guide 18
- How this guide is organized 19
- Conventions 20
- Related publications 21
- Technical support 22
- Product information 23
- Feedback on documentation 23
- Chapter 1 24
- Getting started 25
- Introduction 27
- About Pylon Conduit 28
- About Pylon Pro 28
- Components of Pylon 28
- System requirements 30
- Mail overview 32
- Calendar overview 32
- Address Book overview 33
- To Do List overview 33
- Expense (Palm only) overview 34
- Installing 35
- Before you install 37
- Chapter 3 38
- Installing Pylon 39
- Configuring Pylon 48
- Uninstalling Pylon 52
- Syncing Lotus Notes PIM 55
- Configuring basic PIM 57
- Chapter 4 60
- Setting the sync Action 65
- Choosing a sync filter 67
- 6. Click OK 69
- Customizing Pylon 71
- Chapter 5 72
- Customizing a sync filter 74
- Filter Information section 77
- Device Configuration section 79
- Mail Configuration section 81
- Custom Field Mapping section 85
- (Palm only) 89
- 3. Click Save Filter 90
- ■ Sync your device 91
- Syncing your device 95
- Accessing PIM 97
- Mobile 5 98
- Using Mail on Pocket PC OS 100
- Chapter 6 106
- Syncing your Palm OS device 112
- Using Mail on Palm OS 112
- Using Calendar on Palm OS 114
- Using Address Book on Palm OS 125
- Using To Do List on Palm OS 126
- Repeating To Do 127
- Notes and on newer 127
- Palm OS devices* 127
- Using Memo Pad on Palm OS 129
- Using Expense on Palm OS 130
- Syncing custom databases 131
- (Pylon Pro only) 131
- Syncing custom 133
- Overview 134
- Chapter 7 136
- Setting sync action 141
- Enabling additional databases 144
- Working with custom 147
- PC OS device 147
- ■ Syncing your device 149
- Chapter 8 150
- Changing column attributes 153
- Resizing columns 154
- Creating a new record 155
- Editing a record 155
- Deleting a record 155
- Working with text 156
- Editing date fields 157
- Deleting a database 158
- Chapter 9 162
- Restoring column defaults 165
- Using Categories 166
- Working with notes 170
- Working with images 171
- Editing record fields 172
- Editing checkbox fields 173
- Editing lookup fields 173
- Setting global preferences 174
- Appendices 177
- Troubleshooting 179
- Troubleshooting: Installing 180
- Troubleshooting: Upgrading 181
- Viewing log messages 182
- Changing the Log Level 182
- Troubleshooting: Syncing 184
- Other problems with syncing 186
- ■ Pocket PC OS - error 188
- Problems accessing 189
- Problems using 190
- Pylon with 190
- M-Business 190
- Anywhere client 190
- Setting up Pylon for 191
- Requirements 192
- Setup Instructions 192
- Appendix B 196
- Syncing from multiple 197
- (Palm OS only) 197
- Enabling Multi PC Support 198
- Appendix C 200
- Creating device 201
- About SmartDesigner 202
- General design guidelines 203
- Appendix D 204
- Unsupported design objects 207
- Synchronization issues 208
- Implementing on 209
- Appendix E 210
- Retrieving additional fields 212
- Custom field 215
- Default field mappings 217
- Appendix F 220
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