Desktop User Guide
Pylon Conduit and Pylon Pro
Version 5.4.1
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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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Text conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Graphics conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Contacting iAnywhere Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Application development — customizing iAnywhere software . . . . . 23
Product information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Feedback on documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Getting started
CHAPTER 2. Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
About Pylon Conduit and Pylon Pro . . . . . . . . . . . . . . . . . . . . . . . . . . 28
About Pylon Conduit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
About Pylon Pro. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Installation, configuration, and security . . . . . . . . . . . . . . . . . . . 28
Components of Pylon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Lotus Notes/Domino Server requirements. . . . . . . . . . . . . . . . . . . 30
Desktop computer requirements . . . . . . . . . . . . . . . . . . . . . . . . . 30
Mobile device requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Overview of Lotus Notes applications in Pylon. . . . . . . . . . . . . . . . . . . 32
Mail overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Installation checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Before you install. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Tasks for existing Pylon users . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Uninstall or disable other PIM conduits. . . . . . . . . . . . . . . . . . . . .38
Make sure Domino Server is not running on the same machine . . . . .38
Establish a partnership with ActiveSync (Pocket PC only). . . . . . . . .38
Installing Pylon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Configuring Pylon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Modifying your Pylon installation . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Repairing your Pylon installation . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Uninstalling Pylon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
Uninstalling Pylon from your desktop computer . . . . . . . . . . . . . . .52
Uninstalling from your mobile device . . . . . . . . . . . . . . . . . . . . . .54
Syncing Lotus Notes PIM applications
CHAPTER 4. Configuring basic PIM sync settings. . . . . . . . . . . .57
Overview of configuration tasks and documentation. . . . . . . . . . . . . . . .58
PIM configuration task checklist. . . . . . . . . . . . . . . . . . . . . . . . . .58
Roadmap to Pylon configuration instructions . . . . . . . . . . . . . . . . .58
Accessing Pylon on your desktop computer. . . . . . . . . . . . . . . . . . . . . .60
Opening the Pylon Configuration Database. . . . . . . . . . . . . . . . . . .60
Opening your Pylon Configuration document . . . . . . . . . . . . . . . . .61
Disabling or enabling a PIM application. . . . . . . . . . . . . . . . . . . . . . . .64
Setting the sync Action. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Choosing a sync filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
CHAPTER 5. Customizing Pylon . . . . . . . . . . . . . . . . . . . . . . . .71
Making a copy of a sync filter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
Customizing a sync filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Displaying th e l ist o f P ylon fi lter s — Filte rs vi e w o f Py lon Co nfi gur at i on
Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Making changes to Custom Field Mapping . . . . . . . . . . . . . . . . . . .75
Making generic changes to a sync filter. . . . . . . . . . . . . . . . . . . . .76
Making Mail-specific changes to a sync filter . . . . . . . . . . . . . . . . .81
Making Calendar-specific changes to a sync filter . . . . . . . . . . . . . .83
Making Address Book-specific changes to a sync filter . . . . . . . . . .85
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Table of Conten ts
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Creating a new filter for the additional database or view . . . . . . . . 93
Enabling the additional database or view with initial sync Action of
“Desktop overwrites handheld” . . . . . . . . . . . . . . . . . . . . . . . 94
Syncing your device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Changing the sync Action on the additional database or view . . . . . 95
CHAPTER 6. Accessing PIM applications on your device . . . . . . 97
Accessing Pylon on your Pocket PC OS device . . . . . . . . . . . . . . . . . . . 98
Syncing your Windows Mobile 5 device. . . . . . . . . . . . . . . . . . . . . 98
Syncing other Pocket PC OS devices not running Windows Mobile 5 . 98
Using Mail on Pocket PC OS . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Using Calendar on Pocket PC OS . . . . . . . . . . . . . . . . . . . . . . . . 101
Using Address Book on Pocket PC OS . . . . . . . . . . . . . . . . . . . . . 107
Using To Do List on Pocket PC OS . . . . . . . . . . . . . . . . . . . . . . . 108
Accessing Pylon on your Palm OS device. . . . . . . . . . . . . . . . . . . . . . 112
Syncing your Palm OS device . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Using Mail on Pa lm OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Using Calendar on Palm OS. . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Using Address Book on Palm OS . . . . . . . . . . . . . . . . . . . . . . . . 125
Using To Do List on Palm OS. . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Using Memo Pad on Palm OS . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Using Expense on Palm OS. . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Syncing custom databases (Pylon Pro only)
CHAPTER 7. Syncing custom databases . . . . . . . . . . . . . . . . . .133
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Custom database configuration task checklist . . . . . . . . . . . . . . . 134
Creating a Pylon Pro filter to sync a custom database. . . . . . . . . . . . . 135
Enabling or disabling Pylon Pro. . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Selecting a Pylon Pro sync filter . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Setting sync action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Making changes to a Pylon Pro sync filter. . . . . . . . . . . . . . . . . . . . . 142
Enabling additional databases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
De-activating and re-activating a custom database . . . . . . . . . . . . . . 145
De-activating a custom database . . . . . . . . . . . . . . . . . . . . . . . 145
Re-activating a custom database . . . . . . . . . . . . . . . . . . . . . . . 145
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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 . . . . . . . . . . .150
Changing column attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . .153
Resizing columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .154
Making changes to custom databases on a Pocket PC OS device. . . . . . .155
Creating a new record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155
Editing a record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155
Deleting a record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155
Attaching and editing an image. . . . . . . . . . . . . . . . . . . . . . . . .155
Working with text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156
Deleting a database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .158
CHAPTER 9. Working with custom databases o n a Palm OS device .
159
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160
Installing custom databases on a Palm OS device . . . . . . . . . . . . . . . .161
Navigating custom databases on a Palm OS Device. . . . . . . . . . . . . . . .162
Opening Pylon Pro on a Palm OS device. . . . . . . . . . . . . . . . . . . .162
Navigating custom databases in the Pylon Pro Workspace. . . . . . . .163
Navigating custom databases in List View . . . . . . . . . . . . . . . . . .164
Navigating the Pylon Pro Read View . . . . . . . . . . . . . . . . . . . . . .166
Navigating the Pylon Pro Edit View. . . . . . . . . . . . . . . . . . . . . . .167
Making changes to custom databases on a Palm OS device . . . . . . . . . .169
Creating a new record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169
Deleting a record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169
Editing a record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170
Working with notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170
Working with images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171
Editing record fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172
Setting global preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . .174
Using the Palm Find function with Pylon Pro . . . . . . . . . . . . . . . .175
Deleting a database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .175
Appendices
APPENDIX A. Troubleshooting . . . . . . . . . . . . . . . . . . . . . . 179
Troubleshooting: Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .180
Troubleshooting: Upgrading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .181
Troubleshooting: Using the Pylon Log database . . . . . . . . . . . . . . . . .182
Troubleshooting: Syncing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .184
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Viewing log messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .182
Changing the Log Level. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .182
Table of Conten ts
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
Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Setup Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Setting up Pylon for multiple Palm OS users . . . . . . . . . . . . . . . . . . . 194
Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Setup Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
APPENDIX C. Syncing from multiple desktop computers (Palm OS
only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
About Multi PC Support (Palm OS only). . . . . . . . . . . . . . . . . . . . . . . 198
Enabling Multi PC Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Copying your Pylon configuration . . . . . . . . . . . . . . . . . . . . . . . 198
Replicating your Lotus Notes databases and syncing . . . . . . . . . . 199
APPENDIX D. Creating device-friendly Notes databases . . . . . 201
About SmartDesigner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
General design guidelines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Unsupported design objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Synchronization issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
APPENDIX E. Implementing on-device database lookups . . . . 209
About on-device database lookups. . . . . . . . . . . . . . . . . . . . . . . . . . 210
Creating a lookup field in a Lotus Notes database . . . . . . . . . . . . . . . 211
Creating a lookup field mapping . . . . . . . . . . . . . . . . . . . . . . . . 211
Retrieving additional fields . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Synchronization issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Designing a bar code lookup database . . . . . . . . . . . . . . . . . . . . . . . 213
Triggering a bar code scan for lookups. . . . . . . . . . . . . . . . . . . . 213
Triggering a bar code scan for text/numeric values . . . . . . . . . . . 213
APPENDIX F. Custom field mapping on Palm . . . . . . . . . . . . . 215
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Default field mappings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
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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 o f databa ses/vi ews su pporte d for ea ch app licatio n
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 Calendar events in Lotus Notes and on Palm OS device . . . 114
Table 6-4 To Do events in Lotus Notes and on Palm OS device . . . . . 126
Table 6-5 Repeating To Do events in Lotus Notes and on newer Palm OS
devices*127
Table A-1 Problems with installation . . . . . . . . . . . . . . . . . . . . . . 180
Table A-2 Problems with upgrading . . . . . . . . . . . . . . . . . . . . . . . 181
Table A-3 Problems with your first sync . . . . . . . . . . . . . . . . . . . . 184
Table A-4 Other problems with syncing. . . . . . . . . . . . . . . . . . . . . 186
Table A-5 Problems accessing your configuration document. . . . . . . 189
Table A-6 Problems using Pylon with M-Business Anywhere client. . . 190
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /9
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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. . . . . . . . . . . . . . . 45
Figure 3-7 Pylon installer Select Additional CE Devices panel . . . . . . . 46
Figure 3-8 Pylon installer Welcome panel for maintenance install . . . . 50
Figure 4-1 Open Database dialog box . . . . . . . . . . . . . . . . . . . . . . . 60
Figure 4-2 Pylon Configuration Database . . . . . . . . . . . . . . . . . . . . . 61
Figure 4-3 Your Pylon configuration document . . . . . . . . . . . . . . . . . 62
Figure 4-4 Select Keywords panel . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Figure 5-1 All available pre-defined filters . . . . . . . . . . . . . . . . . . . . 72
Figure 5-2 All available filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Figure 5-3 Generic filter settings, shown on My Inbox Mail filter . . . . . 77
Figure 5-4 Mail-specific filter settings . . . . . . . . . . . . . . . . . . . . . . . 81
Figure 5-5 Calendar-specific filter settings . . . . . . . . . . . . . . . . . . . . 84
Figure 5-6 Address Book-specific filter settings. . . . . . . . . . . . . . . . . 85
Figure 5-7 To Do List-specific filter settings. . . . . . . . . . . . . . . . . . . 86
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /11
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 . . . . . . . . . . . . . . . . . . . 123
Figure 7-1 All available filters . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Figure 7-2 Filter configuration document. . . . . . . . . . . . . . . . . . . . 136
Figure 7-3 Pylon Pro Filter Custom Mapping Options . . . . . . . . . . . . 138
Figure 7-4 Select Keywords panel for Pylon Pro Filter . . . . . . . . . . . 140
Figure 7-5 Select Keywords panel for Pylon Pro Action. . . . . . . . . . . 141
Figure 7-6 All available filters . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Figure 7-7 Pylon Pro Sample 1 filter, default settings . . . . . . . . . . . 143
Figure 8-1 Pylon Pro Workspace on a Pocket PC OS device . . . . . . . . 150
Figure 8-2 Pylon Pro database List View on Pocket PC OS. . . . . . . . . 151
Figure 8-3 Custom database open in record List View . . . . . . . . . . . 151
Figure 8-4 Read View on a Pocket PC OS device . . . . . . . . . . . . . . . 152
Figure 8-5 Edit View on a Pocket PC OS device . . . . . . . . . . . . . . . . 152
Figure 8-6 Pylon Pro Column attributes page . . . . . . . . . . . . . . . . . 153
Figure 8-7 Date field calendar on a Pocket PC OS device . . . . . . . . . 157
Figure 8-8 Delete database popup on a Pocket PC OS device. . . . . . . 158
Figure 9-1 Pylon Pro icon on Palm OS applications screen . . . . . . . . 162
Figure 9-2 Pylon Pro Workspace on a Palm OS device. . . . . . . . . . . . 162
Figure 9-3 Sample Pylon Pro Workspace. . . . . . . . . . . . . . . . . . . . . 163
Figure 9-4 Sample Database in Pylon Pro List View . . . . . . . . . . . . . 164
Figure 9-5 Pylon Pro Columns dialog box. . . . . . . . . . . . . . . . . . . . 165
12 / iAnywhere Solutions, Inc.
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 . . . . . . . . . . . 171
Figure 9-12 Pylon Pro Entry Deta ils dialog box . . . . . . . . . . . . . . . . . 173
Figure 9-13 Pylon Pro Preferences dia log box . . . . . . . . . . . . . . . . . . 174
Figure D-1 Database icon in Lotus Notes . . . . . . . . . . . . . . . . . . . . 206
Figure D-2 Database icon in Pylon Pro on device. . . . . . . . . . . . . . . 206
Figure E-1 Creating a lookup field. . . . . . . . . . . . . . . . . . . . . . . . . 211
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4/13
List of Figures
14 / iAnywhere Solutions, Inc.
Before you begin
“About this guide” (page 17)
Before you begin
CHAPTER 1. About this guide
■ “Focus of this guide” (page18)
■ “How this guide is organized” (pag e 19)
■ “Conventions” (page 20)
■ “Related publications” (page 21)
■ “Conta c ting iAnywhere Solutions ” (page 22)
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 address the concerns and needs of all users. Both new
and existing Pylon users can use this guide for an overview of this
version of the software — how to install it and how to use it. For users
familiar with Pylon, or with Pocket PC OS or Palm OS devices, some
informatio n may be red u ndant. Where applicable, we note if power
users can skip the information we present; or, in some cases we advise
you to review the documentation that came with Lotus Notes, Microsoft
ActiveSync, Palm Desktop, or your mobile device.
If time is a constraining factor, we encourage all users at least to scan
the guide, but to focus on Chapter 3, “In s talling” (page 35). The
chapter on installing contains important information necessary to get
Pylon software running successfully on both your desktop computer
and your mobile device.
You can access this guide from the web or, after installing Pylon, from
your desktop:
■ Web — in your browser, navigate to
http://www.ianywhere.com/developer/product_manuals/
pylon_conduit_pro/index.html
■ Desktop (after installation) — on the Windows desktop, select
Start|Programs|Pylon|Help|Desktop User Guide
18 / iAnywhere Solutions, Inc.
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 specif ic informatio n 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 to
install and begin using Pylon, regardless of the product version you
purchased or the device operating system you use. We strongly
encourage all users to read this chapter.
Information that is relevant only to one product version, eith er Pylon
Pro or Pylon Conduit, is clearly separated by section within the guide.
The chapters in the section “Syncin g L otus Notes PIM applications”
(page 55) address users of both Pylon Conduit and Pylon Pro. The
chapters in “Syncing custom databases (Pylon Pro only)” (page 131)
addresses Pylon Pro users only.
In general, desktop operations for Pylon are the same for both Palm OS
and Pocket PC OS, so desktop topics address both types of users. Any
differences between Pylon desktop operations for Palm OS and Pocket
PC OS are clearly noted within the instr ucti on s .
About this guide
The on-device operations for Palm OS and Pocket PC OS are
significantly different in many cases, so on-device instructions for Palm
OS and Pocket PC OS are provided separately within each chapter.
The appendices at the en d of the guide provide information on special
setup situations, as well as Pylon troubleshooting topics should you
experience difficulty installing or using Pylon.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /19
Chapter 1
Conventions
Text conventions
The following table lists the text formatting conventions used
throughout this guide.
Ta b l e 1 -1
Formatting
conventions
Item Treatment Example
Name of publication Italic Administrator Guide for
M-Business Anywhere
Server
User interface items:
buttons, links,
keywords
Multi-level menu
selections
Text yo u type in Courier New Type Admin in this
Text displayed in a file
or on the screen
Variables Angle brackets <servername>
Keyboard command
key
File names Italic pods.h
Bold Click the Reset
button.
Bold with vertical hash Select Start|Settings|
Control Panel.
field.
Courier New The screen reads:
Backup Complete
Angle brackets <Enter>
Setup.exe
Graphics conventions
Device screenshots in this guide represent Pocket PC OS version 3.0,
and Palm OS version 5.4.
20 / iAnywhere Solutions, Inc.
Related publications
In addition to this guide, there are other publications available that you
may find useful while using Pylon. The Pylon Conduit and Pylon Pro
Technical Support page is located at:
http://www.ianywhere.com/support/pylon_condpro.html
The Pylon Conduit and Pylon Pro Technical Support page provides
access to all of the published Pylon technotes, plus links to a detailed list
of supported devices and a page from which you can purchase a trouble
ticket.
If you have a question about your Pylon license, you may submit it
directly at:
http://www.ianywhere.com/support/pylon/license_questions.html
About this guide
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /21
Chapter 1
Contacting iAnywhere Solutions
Technical support
If you need assistance using iAnywhere software, in North America,
please contact iAnywhere Technical Support by calling 1-800-8SYBASE
(800-879-2273) and then selecting op tion 3. You can call Monday
through Friday (except major US holidays) between 9:00a.m. and
9:00 p.m. Eastern time. Services will be provided in accordance with
your support agreement.
Outside of North America, for your local support number and hours,
please see:
http://www.sybase.com/contactus/support
Note For Pylon Conduit and Pylon Pro, the technical support that is included
at no additional charge is limited to installation assistance in the first 30
days following your purchase. You may purchase further support by
calling the technical support number. You may also be able to find the
answer to your Pylon Conduit or Pylon Pro question in one of the
technotes linked from the product’s Technical Support page at:
http://www.ianywhere.com/support/pylon_condpro.html.
Registering as a Named Contact
Calling the 800-number during business hours should always work to
get you technical support — a Customer Number is created for you as
soon as your purchase is completed. You will find it faster and easier to
get technical support, by phone or online, if you have registered as a
Named Contact.
When you purchase an iAnywhere product, a Sybase Technical Support
Contact Form will automatically be emailed to you within 7-10 days. If
your company should need to add another Named Contact, or change
the one initially registered, call the Technical Support 800-number and
request a Sybase Technical Support Contact Change Form.
The Sybase Technical Support Contact Form will contain your Customer
Number, with spaces for you to provide an email address and other
identifying information for the Named Contact for your product. Fill in
the requested information and fax the form back to the phone number
indicated.
When your fax is received, an email will be sent to you, providing your
Technical Contact ID number. You can then use this number to speed
up the process when you call for technical support, and to access
technical support online.
22 / iAnywhere Solutions, Inc.
About this guide
Using the Sybase Online Support Services
A major benefit of using the Sybase Online Support Services is 24x7
availability. Online support also allows you to look up and review past
and current support issues.
When you register as a Named Contact, the email sent to you with your
Technical Contact ID number also contains instructions for registering
and using the Sybase Online Su pport Services. Follow these instructions
to register as a first-time user, or to update your account with
information for the new product you have purchased.
If you have any trouble registering for the Sybase Online Support
Services, you can of course call iAnywhere Technical Support for
assistance!
Application development — customizing iA nywhere
software
If you need help with customizing iAnywhere software to better serve
your enterprise, please contact iAnywhere Solutions Professional
Services at contact_us@ianywhere.com.
Product information
If you need information about other iAnywhere products for your
enterprise, please contact iAnywhere Workforce Sales at
contact_us@ianywhere.com.
Feedback on documentation
If you have questions or suggestions about this document or other
iAnywhere technical publications, please contact iAnywhere Technical
Publications at iasdoc@ianywhere.com.
We would like to receive your opinions, suggestions, and feedback on
this documentation. Although we do not reply to individual emails, we
read all suggestions with interest and attempt to incorporate them in
future rele ases.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /23
Chapter 1
24 / iAnywhere Solutions, Inc.
Getting started
“Introduction” (page 27)
“Installing” (page 35)
Getting started
CHAPTER 2. Introduction
■ “About Pylon Conduit and Pylon Pro” (page 2 8)
■ “System requirements” (page 30)
Chapter 2
About Pylon Conduit and Pylon Pro
With Pylon Conduit and Pylon Pro from iAnywhere Solutions, moving
your data back and forth between Lotus Notes and your Pocket PC OS
or Palm OS device has never been easier.
About Pylon Conduit
In today’s mobile world, you need access to your email, address book,
calendar , and to do list, whether you are at the office or on the go. Pylon
Conduit provides seamless synchronization between Lotus Notes
Personal Information Management (PIM) applications and the native
applications on your Pocket PC or Palm OS device.
About Pylon Pro
Pylon Pro includes all of the Lotus Notes PIM to mobile device
functionality of Pylon Conduit, but also functions as a separate device
application that can take on the look and feel of any Lotus Notes
custom database. Using Pylon Pro, you can create a fully-customized
Pocket PC or Palm application from any Lotus Notes database.
Installation, configuration, and security
You easily can install and configure Pylon yourself. And you can use
Pylon knowing that your personal information is secure — both Pylon
Conduit and Pylon Pro maintain the Lotus Notes security model.
Components of Pylon
Pylon consists of software for your desktop computer and for your
mobile device.
Pylon on your desktop computer
On your desktop, either Pylon Conduit or Pylon Pro (depending on
which product you purchased) is installed as a configuration database
that you access from within Lotus Notes. From within the Pylon
Configuration Database, you can control which Lotus Notes databases
you sync with, how the information is displayed and organized on your
device, and which specific information within each database is
synchronized. For example, if you want to sync only the unread mail in
your Inbox, you indicate this preference in the configuration database.
Pylon Conduit on your mobile device
On your device, Pylon Conduit provides you with access to your Lotus
Notes PIM content, using the native Pocket PC or Palm applications
that you are already familiar with, such as Calendar, Contacts, and
Inbox.
28 / iAnywhere Solutions, Inc.
Introduction
Pylon Pro on your mobile device
On your device, Pylon Pro includes all of the Lotus Notes PIM
functionality of Pylon Conduit, but also functio n s as a device
application that can take on the look and feel of any Lotus Notes
custom database. Using Pylon Pro, you can create a fully-customized
Pocket PC application from any Lotus Notes database.
Synchronization between your desktop and y our device
Your device communicates with your desktop computer when you use
Microsoft ActiveSync (for Pocket PC OS) or Palm HotSync Manager
(for Palm OS) and a cradle to sync. During the sync process, Pylon
moves information from Lotus Notes, such as unread mail or new
appointments, to your device. Pylon also moves information from your
device, such as replies to mail or new contacts, to Lotus Notes.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /29
Chapter 2
System requirements
Lotus Notes/Domino Server requirements
Servers
■ Domino Server 5.x or 6.x or 7.0
Templates
■ Domino R5 and R6 templates
Note Pylon does not support the use of a Lotus Notes server and client on the
same machine.
Desktop computer requirements
Palm OS and Pocket PC OS
■ Any of the followin g versions of Microsoft Windows:
■ Wind ows 98 Second Edition
■ Windows 2000 Professional with Service Pack 3
■ Windows NT 4 with Service Pack 6a
■ Windows XP Second Edition (Home or Professional)
■ Notes Client 5 or 6 or 7
■ Internet Explorer version 5.0 or greater
Pocket PC OS Only
■ Microsoft ActiveSync 4 . 0 or later for Windows Mobile 5
■ Microsoft ActiveSync 3. 1 or later for other Pocket PC ver sions
Palm OS Only
■ Palm Desktop version 4.0 or later
Mobile device requirements
Pocket PC OS and Palm OS details
For the most current information about mobile devices and oper at in g
systems that Pylon supports, see the Pylon Supported Platforms page:
http://www.ianywhere.com/developer/technotes/
pylon_supported_platforms.html
30 / iAnywhere Solutions, Inc.
Introduction
Supporting Word and Excel email attachments on Palm OS
Pylon is compatible with following DataViz Documents to Go components
and versions to support Word and/or Excel email attachments:
■ DataViz Word-To-Go v5, v6, v7, to support Word email attachments
■ DataViz She et -To-Go v5, v6, v7, to support Excel email attachments
Caution Pylon is not compatible with the DataViz Inbox to Go email component. If
you are purchasing a DataViz product to support Pylon on your Palm
device, you only need the Documents to Go product. If you have already
purchas ed the Inbox to Go product, make sure you install only the
DataViz components for Word and Excel documents.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /31
Chapter 2
Overview of Lotus Notes applications in Pylon
Mail overview
Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can
synchronize your Lotus Notes Mail application on your desktop
computer with the native Mail application on your Palm OS or Pocket
PC OS device.
You also can create new mail on your device. When you sync, the mail is
sent for you and a copy of the mail is placed in your Lotus Notes Inbox
for your reference.
Note Mail stored in your Mail (Palm OS) or Inbox (Pocket PC OS)
application on your device prior to installing Pylon will not be
transferred to the Lotus Notes Mail application on your desktop.
Using Pylon, you can choose what you will sync, including:
■ The entire contents, both read and unread, of your Lotus Notes
Inbox
■ Contents from the last thirty days, both read and unread, of your
Lotus Notes Inbox
■ Contents from last seven days, both read and unread, of your Lotus
Notes Inbox
■ Any unread mail on ly from your Lotus Notes Inbox
■ Any of the above with or without M icrosoft® Word® and Excel®
attachments
You also can decide not to sync your Mail.
If you choose any of the above Mail sync options, you can also specify
how Word and Excel attachments are to be handled:
■ Download Word attachments (.doc and .rtf files), as Word files or as
text appended to the message.
■ Download Excel attachments (.xls files).
■ Limit total size of bi n a ry file attachments per message.
Calendar overview
Note that application names diff e r slightly on different devices. On
older Palm devices, the Calendar application is called Date Book. See
Table 4-1, “Application names on different device platforms,” on
page 63.
Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can
synchronize your Lotus Notes Calendar application on your desktop
computer with the Pocket PC OS Calendar or Palm OS Calendar/Date
Book application on your mobile device.
32 / iAnywhere Solutions, Inc.
Introduction
You also can create new Calendar entries on your device. When you
sync, your Calendar entries are placed in your Lotus Notes Calendar.
Using Pylon, you can choose what you will sync, including:
■ All entries in your Lotus Notes Calendar
■ Entries in your Lotus Notes Calendar from the last two months
■ Entries in your Lotus Notes Calendar from any specified time frame
You also can decide not to sync your Calendar.
Addr ess Book ov er view
Note that application names diff e r slightly on different devices. On
newer Palm devices and on Pocket PC devices, the Address Book
application is call ed Contacts. See Table 4-1, “Application names on
different device platforms,” on page 63.
Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can
synchronize your Lotus Notes Address Book application on your
desktop computer with the native Address Book application on your
Palm OS or Pocket PC OS mobile device.
You also can create new entries on your device. When you sync, your
Pocket PC Calendar or Palm OS Address Book entries are placed in
your Lotus Notes Address Book.
Using Pylon, you can choose what you will sync, including:
■ All entries in your Lotus Notes Address Book
■ Another Lotus Notes Address Book, either yours or someone else’s
You also can decide not to sync your Address Book.
To Do L ist overview
Note that application names diff e r slightly on different devices. On
newer Palm devices and Pocket PC devices, the To Do List application is
called Tasks. See Table 4-1, “Application names on different device
platforms,” on page 63.
Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can
synchronize your Lotus Notes To Do application on your desktop
computer with the native To Do application on your Palm OS or Pocket
PC OS device.
You also can create new To Do entries on your device. When you sync,
your To Do entries are placed in your Lotus Notes To Do.
Using Pylon, you can choose what you will sync, including:
■ All entries in your Lotus Notes To Do
■ Entries in your Lotus Notes To Do from any specified time frame
■ Another Lotus Notes To Do List, either yours or someone else’s
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /33
Chapter 2
You also can decide not to sync your To Do.
Memo Pad (Palm only) overview
Note that application names diff e r slightly on different devices. On
newer Palm devices, the Memo Pad application is called Memo. See
Table 4-1, “Application names on different device platforms,” on
page 63.
Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can
synchronize the Memo Pad application on your Palm OS device with
your choice of Lotus Notes databases on your Desktop.
You also can create new entries on your device. When you sync, your
Palm OS Memo Pad entries are placed in the Lotus Notes database that
you have selected.
Using Pylon, you can choose what you will sync, including:
■ All entries in your Lotus Notes Mail Drafts folder (this is the default
setting).
■ All entries in another Lotus Notes Database such as a Journal.
You also can decide not to sync your Memo Pad.
Expense (Palm only) overview
Using Pylon Conduit and Pylon Pro from iAnywhere Solutions, you can
create a Lotus Notes Expense database on your Desktop and
synchronize it with the native Expense application on your Palm OS
device.
You also can create new entries on your device. When you sync, your
Palm OS Expense entries are placed in your Lotus Notes Expense
database.
Using Pylon, you can choose what you will sync, including:
■ All entries in your Lotus Notes Expense database
■ Multiple Expense databases organized by category on your Palm
device
You also can decide not to sync your Expense.
34 / iAnywhere Solutions, Inc.
CHAPTER 3. Installing
■ “Overview” (page 36)
■ “Before you install” (page 3 7)
■ “Inst alling Pylon” (page 39)
■ “Configuring Pylon” (p age 48)
■ “Modifying your Pylon installation” (page49)
■ “Repairing your Pylon installation” (page 51)
■ “Uninstalling Pylon” (page 52)
Chapter 3
Overview
Once you install Pylon Conduit and Pylon Pro from iAnywhere
Solutions, using Pylon is as easy as setting your personal preferences
and syncing.
To help you with the installation process, we sugge st that you print out
this chapter on installing so that yo u can refer to it as you move through
the installation process. The sequence of steps and how they are
per f ormed is cr itical, and running the installer i s only one st ep in the
installation process.
Spending the time now to pro perly instal l Pylon wil l mean spending less
time later trying to troubleshoot a failed installation. If, howeve r, you
find that you do have questions and need to tr oubleshoot, see
“Troubleshooting” (page 1 79) for some helpful suggestion s.
Installation checklist
Before you attempt to install Pylon, review the fol lowing task checklist.
Keep referring to the ch ecklist as you continue with the in stallation
process.
Note These instructions assume that you already have purchased the product
and obtained an access key or a license key. An access key allows you to
connect to the Notes Licensing Tool at iAnywhere to generate a license
key; the license key generated is automatically placed in your notes.ini
file. If you have not yet obtained either an access key or a license key,
see “Technical support” (page 22) for instructions on how to get
assistance.
! Download the latest version of Pylon software from our downloads
site. The software comes in the form of an installer executable file.
Save this file, either pylondesktopPocket PC.exe or pylondesktoppalm.exe.,
to a local drive where you easily can access it.
! Read the section in this guide entitled, “Before you install”
(page 37). Follow any relevant instructions in that section to ensure
that your desktop computer and mobile device environments are set
up properly for the installation.
! Run the installer executable to install the software on both your
computer and your device. See “Installing Pylon” (page 39).
! Once you have installed the software, proceed to CHAPTER 4.,
“Configuring basic PIM sync settings”.
36 / iAnywhere Solutions, Inc.
Before you ins tall
Before you install Pylon, perform the steps outlined in the following
sections.
Tasks for existing Pylon users
The Pylon installer cannot directly upgrade an existing Pylon
installation. If you already have an earlier version of Pylon installed,
complete the tasks below before installing Pylon Conduit or Pylon Pro
Version 5.4.1:
■ “Sync with your current version of Pylon one la st ti me” (page 37)
■ “Record your current Pylon configuration settings” (page 37)
■ “Uninstall other versions of Pylon” (page 37)
■ “Unins tall Pocket PC first if switching to a Palm de vice” (page 38)
Sync with your current version of Pylon one last time
To avoid any confusion and potential for data loss, make sure that you
sync your current version of Pylon immediately before upgrading it.
Installing
Record your curr en t Pylon configuration settings
If you are using an earlier version of Pylon, manually record any
configuration settings from your exist ing Pylon Configuration Database
(pyloncfg.nsf) that you want to save.
When you install the current version of Pylon, your old configuration
database (typically found at C:\Lotus\Notes\Data or
C:\Lotus\Domino\Data) is renamed to include a date and time
extension, for example, pyloncfg.nsf.11-19-2001-171857.
You cannot reuse the renamed configuration database with the current
version of Pylon. However, to access the old database to review a
previous configuration setting, do the following:
1. Delete the date and time extension.
2. Rename the file to something other than pyloncfg.nsf, for example,
old.nsf.
Note Be sure to keep the .nsf extension unchanged when you rename the
file. If the Pylon installe r fi nds a pyloncfg.nsf file in the Lo tus Notes
data directory, it will automatically rename it at that time.
3. Double-click the file to open the database in L otus Notes.
4. Manually record your configuration settings to duplicate them after
you install the current version of Pylon.
Uninstall other versions of Pylon
The current release of Pylon cannot be run on th e same desktop with
an earlier version of Pylon software.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /37
Chapter 3
Note This includes the 4.03C version of Pylon Conduit.
If you are running an earlier version of Pylon software, including any
version of Pylon Conduit, Pylon Pro, or Pylon Application Server, do
the following:
■ Sync your device a final time to back up your data.
■ Uninstall the old version from both your desktop and your device.
See “Uninstalling Pylon” (page 52)
Uninstall Pocket PC first if switching to a Palm device
If you are switching from a Pocket PC OS device to a Palm OS device at
the same time that you are upgrading your Pylon installation, be sure to
uninstall the software supporting the Pocket PC OS device first. Then
install the software for y our new Palm OS device before upgrading
Pylon.
Uninstall or disable other PIM conduits
Installing Pylon will allow you to sync Lotus Notes custom databases
(Pylon Pro only) plus your Mail, Calendar, Address Book, To D o, Memo
Pad (Palm OS only), Expense ( P alm OS o nly ), or some combination of
those six Lotus Notes applications.
If you are currentl y using another pi ece of sof tware to sync o ne or more
of those PIM applications, you should uninstall the software or disable
the software from syncing those applications that you have chosen to
sync with Pylon.
Make sure Domino Server is not running on the same machine
This release of Pylon does not support running a Lotus Notes
(Domino) server and a Lotus Notes client on the same machine.
Establish a partnership with ActiveSync (Pocket PC only)
You must have established at least one partnership with a mobile device
in ActiveSync before installing Pylon for Pocket PC OS. Establishing a
partnership means using ActiveSync to allow your desktop computer to
recognize your device. Only after establishing a partnership will you be
able to sync your device with your computer. If you have been syncing
your device with your desktop, you have been using ActiveSync and have
established a partnership.
Tip If you need instructions on how to establish a partnership with
ActiveSync, see Microsoft's documentation. With ActiveS ync open, cl ick
Help|Microsoft ActiveSync Help.
Establishing a partnership with ActiveSync is the final step in the
“Before you install” section. Y ou are now ready to move on to “Installing
Pylon” (page 39).
38 / iAnywhere Solutions, Inc.
Installing Pylon
Installing
Once you have followed the steps outlined in the section, “Before you
install” (page 37), you are ready to move on to installing Pylon Conduit
or Pylon Pro on both your desktop computer and your mobile device.
When you are installing Pylon you will be prompted to choose from one
of two install options:
■ Typical
Installs all conduits: Mail, Calendar, Address Book, To Do, Memo
Pad (Palm OS only), and Expense (Palm OS only). If you have
purchased Pylon Pro, choosing Typical install option also installs
Pylon Pro custom database conduits.
■ Custom
Installs only the PIM conduits you choose. If you have purchased
Pylon Pro, choosing the Custom install option also installs Pylon Pro
custom database conduits. If you choose not to install certain PIM
conduits at this time, but later wish to in stal l them, you will need to
reinstall Pylon at that time.
Think about which option you will choose before you initiate the
installer.
Caution Be sure to place your Pylon installer file (pylondesktopPocket PC.exe or
pylondesktoppalm.exe) in a permanent location where you can easily find
it. You may need to run it again to modify or repair your Pylon
installation. See “Modifying your Pylon installation” (page 49) and
“Repairing your Pylon installation” (page51).
Note If your installation fails to complete successfully, first see
“Troubleshooting: Installing” (page 180). If the information there does
not provide a solution, consult the Pylon technotes that are linked from
the Pylon Technical Support page, referenced in “Related publications”
(page 21).
To install Pylon:
1. Place your Pocket PC or Palm OS device in its cradle and perform a
final sync. After syncing, leave you r device in its c radle.
2. Close Lotus Notes.
3. Double-click the installer file pylondesktopPocket PC.exe or pylondesktop-
palm.exe.
Note If you forgot to uninstall a previous version of Pylon software that is
running on your desktop, you will receive a prompt asking if you
want to uninstall at this time. Click Yes to uninstall, then doubleclick the installer file again to restart the installation process.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /39
Chapter 3
F i g u r e 3 - 1
Pylon installer
Welcome panel
The Pylon installer Welcome panel appears.
Note If you have forgotten to close Lo tus Notes, you will see the Close
Down Lotus Notes dialog box instead of the Welcome panel. To
solve this problem, close Lotus N otes, then return to the installer
and click Yes to proceed with installation.
4. Click Next to continue.
The Pylon License Agreement panel appears.
40 / iAnywhere Solutions, Inc.
F i g u r e 3 - 2
Pylon installer
License Agreement
panel
Installing
F i g u r e 3 - 3
Pylon installer
Select Lotus Notes
Installation panel
5. Read the license agreement, then click Yes to accept the agreeme nt
and continue with the installation.
The installer Select Lotus Notes Installation panel appears.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /41
Chapter 3
6. Select the Lotus Notes Install a ti on th at you want Pylon to use.
Select one of the Lotus Notes Installations listed and click Next to
continue with the installer Li cense Key Information panel, in step 7
below.
Select Custom Notes Installation if you have a non-standard
configuration of Lotus Notes. Tw o panels will be displayed for you
to specify the information necessary for Pylon to work with your
custom Notes configuration:
■ Locate Lotus Notes Program Directory — enter or browse to the
directory containing the nnotes.dll file for th e Notes installation
you want Pylon to use.
■ Select Lotus Notes Base Version — select the base version for the
installation of Lotus Notes that you want Pylon to use. Ignore the
point number of your Lotus installation and select the base
version that matches yo ur m ajo r v ersi on numb er. For example, if
you are using Notes version 6.5, select base version 6.0.
When you click Next after selecting your Lotus Notes base version,
the Pylon installer License Key Information panel appears,
7. Enter the Pylon access key or license key provided in your purchase
confirmation email or by your system administrator , then click Next.
Note If you see an invalid access key error message, check to confirm
that you have entere d your access key exactly as it was given to you.
For instructions, see “Troubleshooting: Installing” (page 180).
If you entered an access key, or a license key that is invalid, the
Pylon installer Select Internet Security Option panel appears. If you
entered a val id license key, go to step 9.
42 / iAnywhere Solutions, Inc.
F i g u r e 3 - 4
Pylon installer
Select Internet
Security Option
panel
Installing
8. Select the Internet security option that you want Pylon to use.
Pylon will use the method you select to send you r Lotus Notes user
name and domain name to the iAnywhere access key server, and
then to send the generated license key back to your PC, where it is
placed into the notes.ini file and the Pylon Configuration database.
■ Secure Internet communication — uses SSL and HTTPS to
secure the in formation.
■ Open Internet communication — uses normal, insecure HTTP;
information could be intercepted during synchronization.
Click Next to display the installer Select Setup Type panel.
9. Select the type of Pylon setup you prefer.
■ Typical — installs all of the Pylon conduits that are available for
your mobile device platform. Click Next to display the installer
Select Palm Users (for Palm devices) or Select Additional CE
Devices (for Pocket PC OS devices). Continue with step 10 below.
■ Custom — allows you to specify which Pylon conduits are
installed. Click Next to display the installer Custom Pylon Setup
panel.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /43
Chapter 3
F i g u r e 3 - 5
Pylon installer
Custom Pylon Setup
panel
Deselect any Pylon conduits that you do not wish to install and click
Next to continue.
Note If you are installing with a Pylon Conduit license, the “Pylon Pro
(custom databases)” option does not appear in this panel.
10. At this point, the installer panel specific for your mobile device platform is disp layed.
If you are installing for a Palm device the Select Palm Users panel is
displayed.
44 / iAnywhere Solutions, Inc.
F i g u r e 3 - 6
Pylon installer
Select Palm Users
panel
Installing
Select one or more Palm users that you want to enable, then click
Next to display the installe r Choose Destination Lo c ation panel —
continue with step 11 below.
If you are installing for a Pocket PC OS device the Select Additional
CE Devices panel, in place of the Select Palm Users panel.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /45
Chapter 3
F i g u r e 3 - 7
Pylon installer
Select Addi tional CE
Devices panel
Select one or more CE devices that you want to enable, then click
Next to display the installe r Choose Destination Lo c ation panel.
11. On the Choose Destination Location panel, specify the installation
directory for Pylon.
Just click Next if the default location is acceptable, or click Browse...
to choose a different destination folder for Pylon, the n cli ck Next.
The Pylon installer Select Program Folder panel appears.
12. The default Program Folder name is Pylon for Pocket PC or Pylon
for Palm, depending on which product you purchased. This name
will appear in your Start|Programs menu after installation. Click
Next to keep this as the program fol d e r name.
The Pylon installer Setup Status panel appears, indicating the
percentage completed in the automated installation process.
13. If prompted, enter your Lotus Notes password, then click OK.
14. On a Pocket PC OS device, click Yes to install Pylon to the default
application install directory on your device.
15. On a Pocket PC OS device, when prompted, check your device
screen to see if additional steps are necessary, then click OK.
16. On a Pocket PC OS device, if you are installing with a Pylon Pro
license, click Yes again to install Pylon Pro to the default application
install directory on your device, then click OK.
17. When the installer has completed its work, you are asked whether
46 / iAnywhere Solutions, Inc.
you wish to open Lotus Notes to view the Pylon Configuration database.
Installing
■ Click Yes to start Lotus Note s and open the Pylon Configuration
database so that you can configure Pylon to work best for your
specific mobile needs. See “Configuring Pylon” (page 48).
■ Click No to configure Pylon later.
18. After you exit Lotus Notes, or after clicking No above, the last Pylon
installer panel, Inst allShield W izard Comp lete, is displayed.
Click Finish to complete the installation process.
The Pylon installer completes the installation process. Pylon now is
installed on both your desktop and your device.
Note If your installation fails to complete successfully, first see
“Troubleshooting: Installing” (page 180). If the information there does
not provide a solution, consult the Pylon technotes that are linked from
the Pylon Technical Support page, referenced in “Related publications”
(page 21).
Caution Make sure you do not delete your Pylon installer file (pylondesktopPocket
PC.exe or pylondesktoppalm.exe) after the installati on is complete. Make a
note of where it is located so that you can easily find it. You may need to
run it again to modify or repair your Pylon installation. See “Modifying
your Pylon installation” (page 49) and “Repairing your Pylon
installation” (page 51).
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /47
Chapter 3
Configuring Pylon
After installation, you can move on to configuring Pylon to work for
your specific mobile needs. Unless you specified during installation
that you did not want all Pylon conduits installed, Pylon is configured by
default to sync your Mail, Calendar, Address Book, To Do, Memo Pad
(Palm OS only), and Expense (Palm OS only).
To modify the default settings for your Lotus No te s applications, see
CHAPTER 4., “Configuring basic PIM sync settings”.To Sync one or
more Lotus Notes custom databases (Pylon Pro only), see CHAPTER 7.,
“Syncing custom databases”.
Note If you need to enable a Pylon conduit that you did not install, or disable
a Pylon conduit that you did install, see “Modifying your Pylon
installation” (page 49).
48 / iAnywhere Solutions, Inc.
Modifying your Pylon installation
If you need to change any of the settings you specified when you
installed Pylon Conduit or Pylon Pro, you can do so easily by running
the installer again. The Pylon installer detects the previous Pylon
Conduit or Pylon Pro, Version 5.4.1 installation and uses all its settings
as the default values when it presents its series of panels. You may
change any setting you need to.
Caution When you do a Modify install, all of your manual configuration settings
are changed back to the defaults. This may be necessary if you need to
add a conduit that was not previously installed, but you should make
notes on all of your manual configuration settings before proceeding,
so that you can manually restore them.
Some useful things you can do in a Modify install:
■ Change your license key from an eval key to a permanent key, or
from a Pylon Conduit key to a Pylon Pro key.
■ Change your Lotus Notes information, when your Lotus Notes
installation is upgraded to a new base version.
Installing
■ Disable a conduit, like Calendar, that you installed but no longer
want to use.
■ Enable a conduit, like Calendar, that you did not install but now
decide you want.
To modify your Pylon installation:
1. Place your Pocket PC or Palm OS device in its cradle and perform a
final sync. After syncing, leave you r device in its c radle.
2. Close Lotus Notes.
3. Double-click the installer file pylondesktopPocket PC.exe or pylondesktop-
palm.exe.
The Pylon installer Welcome panel for a maintenance install
appears.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /49
Chapter 3
F i g u r e 3 - 8
Pylon installer
Welcome panel for
maintenance install
4. Select Modify and click Next.
You are prompted to confirm that you want to modify your Notes
installation settings.
5. Click Yes to confirm your inten t.
The Pylon installer takes you through the same series of panels that
you filled in during the previous install, with the value s you specified
then used as the defaults now.
Continue with step 6 in the main “Installing Pylon” (page 39)
instructions.
50 / iAnywhere Solutions, Inc.
Repairing your Pylon installation
If you suspect that a file supporting your Pylon installation may have
become corrupted, you can use the Pylon installer to repair any
damaged files while preserving all of your installation settings.
Caution When you do a Repair install, all of your manual configurat ion settings
are changed back to the defaults. This is faster th an un in stalling and
reinstalli ng Pylon, bu t yo u should make notes on al l o f your manual
configuration settings before proceeding, so that you can manually
restore them.
To repair your Pylon installation:
1. Place your Pocket PC or Palm OS device in its cradle and perform a
final sync. After syncing, leave you r device in its c radle.
2. Close Lotus Notes.
3. Double-click the installer file pylondesktopPocket PC.exe or pylondesktop-
palm.exe.
The Pylon installer Welcome panel for a maintenance install, shown
in Figure 3-8, “Pylon installer Welcome panel for maintenan ce
install” (page 50), appears.
Installing
4. Select Repair and click Next.
The Pylon installer Setup Status indicates the percentage progress.
When it is complete, the Pylon installer Maintenance Complete
panel is displayed.
5. Click Finish.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /51
Chapter 3
Uninstalling Pylon
To uninstall Pylon software completely, you must uninstall it from both
your desktop computer and your mobile device.
Uninstalling Pylon from your desktop computer
Note When you installed Pylon on your desktop computer, any Palm conduits
that had been enabled prior to installation were disabled when the
installer enabled the corresponding Pylon conduits. These disabled
Palm conduits will not be re-enabled when you uninstall Pylon; you will
have to re-install the Palm Desktop software in order to re-enable any of
them that you wish to use.
Uninstalling version 5.4.1 for Pocket PC OS or Palm OS
Follow these instructions to remove both Pylon Conduit and Pylon Pro
for either Pocket PC or Palm OS.
To uninstall version 5.4.1:
1. Place your Pocket PC or Palm OS device in its cradle and perform a
final sync. After syncing, leave you r device in its c radle.
2. Close Lotus Notes.
3. Double-click the installer file pylondesktopPocket PC.exe or pylondesktop-
palm.exe.
The Pylon installer Welcome panel for a maintenance install, shown
in Figure 3-8, “Pylon installer Welcome panel for maintenan ce
install” (page 50), appears.
4. Select Remove and click Next.
You are prompted to confirm your intent to completely remove
Pylon and all of its components.
5. Click Yes to confirm your inten t.
The Pylon installer Setup Status indicates the percentage progress.
Note If any potentially shared files are detected, you will be prompted as
to whether these should be removed or left. You can probably delete
these files safely, but if you want to be cautious here, answer No to
these prompts.
When the removal is complete, the Pylon installer Maintenance
Complete panel is displayed.
6. Click Finish.
Note When you uninstall Pylon, the pyloncfg.nsf file is not removed. It
remains in the Lotus Notes data directory for you to view later if you
need to refer to your old Pylon settings.
52 / iAnywhere Solutions, Inc.
Installing
Uninstalling older versions for Pocket PC OS
Follow these instructions to remove both Pylon Conduit and Pylon Pro
for Pocket PC.
To uninstall older versions for Pocket PC OS:
1. Click Start|Se ttings|Control Panel.
2. Click Add/Remove Programs.
3. Select Pylon for Pocket PC, Desktop Editi on (5.3), Pylon for Pocket
PC (4.03C), or Pylon Conduit (4.02C).
4. Click Remove, then click Yes to confirm the uninstall.
5. If you are upgrading to a newer version of Pylon Conduit or Pylon
Pro, you can install the new version now. For instructions, see
“Installing Pylon” (page 39).
Note If you are not upgrading Pylon Conduit or Pylon Pro and you want
to synchronize your device with non-Lotus Notes PIM applications,
after uninstalling Pylon Conduit you will need to re-enable them. T o
do this, open Microsoft ActiveSync, click Options, then check the
box beside any applications you wish to sync.
Uninstalling older versions f or Palm OS
Follow these instructions to remove both Pylon Conduit and Pylon Pro
for Palm.
To uninstall older versions for Palm:
1. Click Start|Se ttings|Control Panel.
2. Click Add/Remove Programs.
3. Select Pylon for Palm, Desktop Edition (5.3) or Enterprise for
Lotus Notes (4.0 or lower).
4. Click Remove.
5. During the uninstall process, you may be asked if you want to unin-
stall the files instaide.dll and vb40032.dll. Click No.
Note If you are upgrading to a higher version of Pylon, you can install
that version now . If you ar e not upgrading Pylon and want use Pal m
Desktop instead, you will need to reinstall your Palm Desktop
software at this time.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /53
Chapter 3
Uninstalling from your mobile device
To complete the uninstall procedure, delete all Pylon files from the
device.
Uninstalling from a Pocket PC OS device
To uninstall from a Pocket PC OS device:
1. Remove your device from its cradle.
2. Tap Start|Settings.
3. Tap the System tab.
4. Tap Remove Programs.
The Remove Programs screen appears.
5. Tap Pylon, tap Remove, then tap Yes.
6. If you have installed Pylon Pro, tap Pylon Pro, tap Remove, then tap
Yes.
7. Tap OK.
8. Tap Start|Programs.
9. On the Programs screen, tap File Explorer.
10. In File Explorer, tap Windows|Pylon|Databases.
The Databases folder appears, with your Pylon Pro databases listed
11. Tap Edit|Select All.
12. Tap and hold on one of the databases, then select Delete from the
drop down menu.
13. Click Yes to confirm deletion of the files.
Uninstalling from a Palm OS device
Pylon on your mobile device consists of several components. Be sure to
delete all files from your mobile device.
To uninstall from a Palm OS device:
1. Tap the Menu silk screen button.
2. Tap App|Delete.
3. Select all Pylon files.
Note For version 4.0 and lower, there are multiple files.
4. Tap Delete.
54 / iAnywhere Solutions, Inc.
Syncing Lotus Notes PIM applications
“Configuring basic PIM sync settings” (page 57)
“Customizing Pylon” (page 71)
“Accessing PIM applications on your device”
(page 97)
Syncing Lotus Notes PIM applications
CHAPTER 4. Configuring basic PIM
sync settings
■ “Overview of configuration tasks and documentation” (page 58)
■ “Accessing Pylon on your desktop computer” (page 60)
■ “Disabling or enabling a PIM application” (page 64)
■ “Setting the sync Action” (page 65)
■ “Choosing a sync filter” (page 67)
Chapter 4
Overview of configuration tasks and documentation
PIM configurat ion task checklist
Use the following check lis t when modifying the sy n c opti ons for each
Lotus Notes PIM application.
! Determine what you want Pylon to do with the PIM application.
With Mail, for example, if you sync frequently, you may need only
your unread Mail from the last seven days on your device. Or, you
may decide that you do not need to sync Mail, either permanently
or temporarily.
! Open the Pylon Configuration database in Notes.
! Enable or disable sy ncing of the PIM application.
! Set the sync action for the PIM application.
! Select the most appropriate filter for the PIM application,
depending on your mobile needs.
! Modify one of the provided filters if necessary, in order to bette r
meet your specific mobile needs.
! Tip: If you are upgrading from an earlier version of Pylon, to avoid
any unwanted duplicate entries, set the sync Action on all
applications to Desktop overwrites handheld for your first syn c.
! Save and close the Pylon Configuration database.
! Sync your device to test your new configuration and access your
Lotus Notes PIM applications on your device.
! Tip: If you are upgrading from an earlier version of Pylon, and do
not want to the sync Action for all your applications to be Desktop
overwrites handheld:
- Reopen the Pylon Configuration database in Notes
- Set the permanent sync Acti on settings that you want for each
application
- Save and close the Pylon Configuration database.
Roadmap to Pylon configuration instructi ons
The instructions fo r p erforming eac h of the tasks above for each of the
different PIM application are very similar. You configure all of the PIM
applications from the same Lotus Notes screen. In the following
sections, you will find generic instructions for performing each of the
tasks listed above for any PIM application:
■ The generic instructions, beginning with “Accessing Pylon on your
desktop computer” (page 60), take you all the way through the first
part of modifying a sync filter for an application.
■ Application-specific instructions for modifying a sync filter
58 / iAnywhere Solutions, Inc.
complete this chapter, starting with “Making Mail-specific changes
to a sync filter” (page 81).
Configuring basic PIM sync settings
■ If you need to sync additional Calendars, Address Books, To Do
Lists, or Expense databases, instructions are provided in the next
chapter, in “Syncing additional application databases or views”
(page 91).
■ If you have Pylon Pro and need to sync custom databases,
instructions are provided in the three chapters in the section titled,
“Syncing custom databases (Pylon Pro only)” (page 131),
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /59
Chapter 4
Accessing Pylon on your desktop computer
Access the Pylon Lotus Notes database in Lotus Notes to configure your
sync options for Lotus Notes PIM applications (Pylon Conduit and
Pylon Pro) and Lotus Notes custom databases (Pylon Pro only). The
name of the Pylon Lotus Notes database is the Pylon Configuration
Database (pyloncfg.nsf).
Opening the Pylon Configuration Database
To open the Pylon Configuration Database:
1. Open Lotus Notes.
2. Click File|Database|Open.
The Open Database dialog box appears.
F i g u r e 4 - 1
Open Database
dialog box
3. Choose Local as the server.
4. Choose Pylon Configuration as the database. The Filename is
5. Click Open.
Tip If Lotus Notes is not already running, you can open it and go
60 / iAnywhere Solutions, Inc.
pyloncfg.nsf.
The Pylon Configuration Database appears.
directly to the Pylon Configuration Database by making a selection
from the Windows Start menu:
Start|Programs|Pylon for <platform>|Pylon Configuration Database
F i g u r e 4 - 2
Pylon Confi gurat io n
Database
Configuring basic PIM sync settings
The Pylon Configuration Database consists of two Views:
■ Configurations: Choose this View to access and edit your Pylon
Configuration document. Settings in the Pylon Configuration
document determine the general behavior of your Lotus Notes PIM
and, if you have Purchased Pylon Pro, of your custom database
conduits.
■ Filters: Choose this View to access and edit all of your available
Pylon filters, or to create new filters. Your Pylon filters determine
the specific information that is synch ronized throug h your Lotus
Notes PIM and, if you have purchased Pylon Pro, through your
custom database cond uits.
Opening your Pylon C onf iguration document
To open your Pylon Configuration document:
1. Open the Pylon Configuration Database in Lotus No tes. For instruc-
tions, see “Opening the Pylon Configuration Database” (page 60).
2. Click Configurations in the navigation pane, then click Edit Conf ig-
uration.
Note The first time you open the configuration document, y ou may see a
Create Cross Certificate dialog box. Click Yes to close the box. You
also will see one or several Execution Security Alert dialog boxes.
Click Trust Sign er to close the boxes. You only have to perform this
action once (for each box). For more information about the se
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /61
Chapter 4
F i g u r e 4 - 3
Your Pylon
configuration
document
dialog boxes, see “Troubleshooting: Accessing Pylon Configuration
document” (page 189).
Your configuration document appears. You configure Pylon in this
document.
Note The above screen shows a Pylon Pro installation for a Palm device, with
all applications, Advanced Options, and Additional Databases enabled.
If you have Pylon configured differently, your screen may look different:
■ If you have not enabled Advanc ed Options , the Log Le vel and Mu lti
PC Support fields do not appear.
■ If you have not enabled Additional Databases, the column of entries
for #Apps does not appear.
■ If you have not enabled one of the applications, i ts checkbo x on the
left is not selected and its icon appears as black outlines only.
■ If you have installed Pylon for a Pocket PC OS device, the Memo
Pad and Expense applications do not appear.
■ If you have licensed Pylon Conduit, the entry for the PylonPro
application does not appear.
The names of the applications listed on the Pylon Configuration
document are the same, independent of the mobile device you are
using. However, the names of some applications on your device may be
different. Table 4-1 lists the application names on different platform s
that correspond to the applications listed on your Pylon Configuration
document.
62 / iAnywhere Solutions, Inc.
Configuring basic PIM sync settings
Ta b l e 4 -1
Appl icatio n na mes
on different device
platforms
Plyon
Configuration
Document
Mail Inbox Mail Mail
Calendar Calendar Date Book Calendar
Address Book Contacts Address Contacts
To Do List Tasks To Do List Tasks
Expense (not available) Expense Expense
Memo Pad (not available) Memo Pad Memo
Pocket PC
Older Palm OS
devices*
Newer Palm OS
devices*
* “Newer Palm OS devices” are palmOne devices with Palm OS 5.2.1 or
later. “Older Palm devices” are those Palm OS devices made by
manufacturers other than palmOne, or palmOne devices with Palm OS
version prior to 5.2.1.
For information on configuring Pylon to sync individual Lotus Notes
PIM applications, see the following sections in this chapter.
For information on configuring Pylon to do the following, see these
other sections of this guide:
■ Syncing multiple Lotus Notes databases for the same application —
“Syncing additional application databases or views” (page 91).
■ Setting the Pylon Log Level for troubleshooting purposes —
“Troubleshooting: Using the Pylon Log database” (page 182)
■ Supporting multiple users on one PC — APPENDIX B., “Setting up
Pylon for multiple use rs ,” starting o n page 191
■ Supporting multiple PCs (Palm only) — APPENDIX C., “Syncing
from multiple desktop computers (Palm OS only),” starting on
page 197
■ Syncing one or more Lotus Notes custom databases (Pylon Pro
only) — CHAPTER 7., “Syncing custom databases,” starting on
page 133
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /63
Chapter 4
Disabling or enabling a PIM application
To enable or disable a PIM application conduit in Pylon:
1. Open the Pylon Configuration Database. For instructions, see
“Accessing Pylon on your desktop computer” (page 60).
2. In the navigation pane, click Configurations, then click
Edit Configuration.
3. In your configuration document, check the box beside the icon for
the PIM application you want to enable.
A check in the box indicates the application is enabled. No check
and a gray icon indicates the application is disabled.
Note When you disable the application, the sync action changes to
Do Nothing.
4. Click Save and Close to save your changes and exit your configuration document, or continue making changes to your Pylon configuration.
64 / iAnywhere Solutions, Inc.
Configuring basic PIM sync settings
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.
Ta ble 4-2 Sync Action options
Icon* Action Description Use When...
Synchronize
the files
(default
action for
active applications)
Desktop
overwrites
handheld
Handheld
writes to
desktop
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. Modified documents will replace the old
ones. If a document is deleted on one
side, it will be delet ed 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.
All documents in Lotus Notes will
sync to your device based on the
selection criteria.
Note: All exist ing
documents on the device will be
deleted.
All documents on your device will be
copied to Lotus Notes. Existing data
in Lotus Notes w ill not be deleted.
The first time you sync, all reco rds on
the device are copied to Lotus Notes.
Each time you sync again, without
deleting all th e records from your
device, duplicate re cords will be created in Lotus Notes.
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.
Use this as a permanent setting if
your device data is read-only —
you download from your desk top,
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.
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 — afte r s yncing 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 applications.
* Clicking the icon sets all of your applications to the associated sync
Action.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /65
When you want to temporarily
disable syncing individual applications.
Chapter 4
Tip If you are upgrading from an earlier version of Pylon, to avoid
F i g u r e 4 - 4
Select Keywords
panel
unwanted duplicate entries, set the sync Action to Desktop overwrites
handheld for your first sync after upgrading. Then, after syncing, set the
sync Action to the permanen t setting you want for each applicat ion .
To change the sync action for a PIM application:
1. Open the Pylon Configuration Database. For instructions, see
“Accessing Pylon on your desktop computer” (page 60).
2. In the navigation pane, click Configurations, then click
Edit Configuration.
3. In your configuration document, make sure the box beside the icon
for the PIM application you are configuring is checked.
4. Underneath Action, click the drop-down arrow.
The sync Action Select Keywords panel appears.
5. From the Keywords list, click the new action.
6. Click OK.
The panel closes and you return to your configuration document.
7. Click Save and Close to save your changes and exit your configuration document, or continue making changes.
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Choosing a sync filter
Pylon software comes with several pre-defined sync filters for each PIM
application. Table 4-3 describes the pre-defined sync filters that are
available. When you use one of these filters to further define your sync
options for a PIM application, you may not need to specify any
additional Lotus Notes or device specifications.
Configuring basic PIM sync settings
Ta b l e 4 -3
Pre-defined sync
filter options
Filter Choose this filter to...
Mail
My Inbox Synchronize all Mail in Lotus Notes Mail,
both read and unread, to device Mail or
Inbox.
My Inbox - Last 30 days
(default)
My Inbox - Last 7 days Synchronize all Mail in Lotus Notes Mail,
My Inbox - Unread Only Synchronize all unread Mail in Lotus Notes
My Calendar Synchronize all items in you r Lotus Notes
Synchronize all Mail in Lotus Notes Mail,
both read and unread, to device Mail or
Inbox from the last thirty days.
both read and unread, to device Mail or
Inbox, for last seven days.
Mail to device Mail or Inbox.
Calendar*
Calendar and Pocket PC or Palm OS device
Calendar.
My Calendar - Last 2 Months
(default)
My Personal Address Book Synchronize all items in your Lotus Notes
My Personal Address Book Home & Business
(default)
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /67
Synchronize only those items in your Lotus
Notes Calendar and Pocket PC or Palm OS
device Calendar from the last 2 months.
Address Book*
Address Book and Pocket PC or Palm OS
device Address Book application.
Synchronize all items in your Lotus Notes
Address Book and Pocket PC or Palm OS
device Address Book application — assigning the personal address as the primary
address and mapping the business address
to a custom field.
Chapter 4
Filter Choose this filter to...
To Do Li st*
My Tasks
(default)
My Drafts
(default)
My Journal Synchronize items in a Journal dat aba s e of
Custom Expense
(default)
Synchronize items in your Lotus Notes
To Do List and your mobile device
To Do List (Palm) or Tasks (Pocket PC)
application.
Memo Pad (Palm OS only)
Synchronize all items in your Lotus Notes
Mail Drafts folder and Palm OS device
Memo Pad application.
Lotus Notes and Palm OS device
Memo Pad.
Note: The Journal database (j ournal. nsf), is
manually installed on Lotu s No tes Client
installations for versions 4.6 or later.
Expense (Palm OS only)
Synchronize items in an Expense database
in Lotus Notes and Palm Expense.
Note: W e provide a template (pylonexp.ntf)
that you can use to manually create an
Expense database for use with Lotus Notes.
See “Making Expense-spec if ic ch an ge s to a
sync filter (Palm only)” (page 89).
* Application names differ slightly on diff erent dev ices — see Table 4-1,
“Application names on different device platforms,” on page 63.
If none of the pre-defined filters meet your needs, you may customize
one of them to work exactly the way you want. See “Customizing a sync
filter” (page 74).
To s elect a sync filter for a PIM application:
1. Open the Pylon Configuration Database. For instructions, see
2. In the navigation pane, click Configurations, then click
3. In your configuration document, make sure the box beside the icon
4. Under Filter, click the drop-down arrow.
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“Accessing Pylon on your desktop computer” (page 60).
Edit Configuration.
for the PIM application you are configuring is checked.
The Inbox Select Keywords panel appears.
Configuring basic PIM sync settings
5. From the Keywords list, click the name of the new filter.
6. Click OK.
The panel closes and you return to your configuration document.
7. Click Save and Close to save your changes and exit your configura-
tion document, or continue making changes.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /69
Chapter 4
70 / iAnywhere Solutions, Inc.
CHAPTER 5. Customizing Pylon
■ “Making a copy of a sync filter” (page 72)
■ “Customizing a sync filter” (page 74)
■ “Displaying the list of Pylon filters — Filters view of Pylon
Configuration Database” (page 74)
■ “Making changes to Custom Field Mapping” (page 75)
■ “Making generic changes to a sync filter” (page 76)
■ “Making Mail-specific changes to a sync filter” (page 81)
■ “Making Calendar-specific changes to a sync filter” (page 83)
■ “Making Address Book-specific changes to a sync filter” (page 85)
■ “Making To Do List-specific changes to a sync filter” (page 86)
■ “M aking Memo Pad-specific changes to a sync filter” (page 88)
■ “Making changes to the My Journal filter (Palm only)” (page 88)
■ “Making Expense-specific changes to a sync filter (Palm only)”
(page 89)
■ “Syncing additional application databases or views” (page 91)
■ “Creating a new filter for the additional database or view”
(page 93)
■ “Enabling the additional database or view wi th initial sync Action
of “Desktop overwrites handheld”” (page 94)
■ “Syncing your device” (page 95)
■ “Changing the sync Action on the ad ditional database or view”
(page 95)
Chapter 5
Making a copy of a sync filter
If you wish to create a new sync filter based on the settings in an existing
filter, you may make a copy of the existing filter and then make changes
to the copy. There are two reasons why you might want to mak e a copy
of a sync filter:
■ Preserve the original filter settings in case you want to restore them
later.
■ Sync addition al databases for the same application, with sli ghtly
different filter settings for each.
To make a copy of a sync filter for a PIM application:
1. Open the Pylon Configuration Database. For instructions, see
“Accessing Pylon on your desktop computer” (page 60).
2. In the Navigation pane, click Filt er s.
A list of all available filters appears in the View pane.
F i g u r e 5 - 1
All available predefined filters
Note The above screen shows a Pylon Pro installation for a Palm device. If
3. Under the heading for the PIM application you are configuring,
4. In the Lotus Notes menu, select Edit|Copy.
5. In the Lotus Notes menu, select Edit|Paste.
72 / iAnywhere Solutions, Inc.
you have licensed Pylon Conduit, you will not see the “PylonPro”
application entry. If you install Pylon for Pocket PC, the “Date Book”
entry is labeled “Ca lendar.”
click the filter name that y ou wi sh to copy.
Customizing Pylon
To modify the copy of the sync filter tha t yo u j u st c rea t e d , se e
“Customizing a sync filter” (page74).
To use the copy of the sync filter with an additional databases for the
same application. see “Syncing additional application databases or
views” (page 91).
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /73
Chapter 5
Customizing a sync filter
Filters determine the specific databases that are accessed during a sync,
and the specific information that is synchronized from each individual
Lotus Notes PIM and custom database. If none of the pre-defined sync
filters allows you to sync an application exactly the way that you want to,
you can customize a filter to better meet your needs.
Caution To be safe, make a copy of any pre-defined filter and then modify the
copy . This approach will allow you to restore particular settings from the
original filter if you should ever need to. Some settings, like the “View
or Formula” entry, may be difficult to recreate by hand. For instructions
on copying a filter, see “Making a copy of a sync filter” (page 72).
Caution Before customizing a sync filter, if the sync Action for the application
using the filter is set to Synchronize the files, sync your device
immediately before making any filter changes.
Caution After customizing a sync filte r, if the sync Action for the application
using the filter has is not alre ady set to Desktop overwrites handheld,
set the sync Action to Desktop overwrites handheld for the first sync
after making the changes, then set the sync Action back to what it was
before you customized the filter.
Displaying the list of Pylo n fi lte rs — Filte rs view of
Pylon Configuration Database
All available filters can be accessed from the Filters View of the Pylon
Configuration Database.
To access your Pylon filters:
1. Open the Pylon Configuration Database in Lotus No tes. For instructions, see “Opening the Pylon Configuration Database” (page 60).
2. In the navigation pane, click Filters.
A list of all available Pylon filters appears in the View pane.
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F i g u r e 5 - 2
All available filters
Note The above screen shows a Pylon Pro installation for a Palm device. If
Customizing Pylon
you have licensed Pylon Conduit, you will not see the “PylonPro”
application entr y.
To make changes to a PIM application sync filter, continue with the
following section, “Making generic changes to a sync filter” (page76).
to make changes to a PIM application sync filter.
For information on ho w to create and edit filters for Lotus Notes
custom databases, see “Syncing custom databases” (page 133).
Making changes to Custom Field Mapping
Although the Custom Field Mapping section on filter configuration
documents contains a list of fields that is specific to each application, it
is not listed under the application-specific instructions that follow. It is
not listed in the generic instr uctions below, either . It is a special case, f or
these two reasons:
■ Pylon’s default field mappings are the best match-up of fields in the
Notes database with fields in the device application, so you will
probably never need to change them.
■ Typical Notes and Pylon users should not try to modify the default
field mappings. If you want to change the default mappings, you
should either be a Lotus Notes expert yourself, or bring in a Lotus
Note expert to assist you.
That said, here is an overview of what is involved in changing the
custom field mappings for a sync filter:
■ In the Custom Field Mapping section of a filter configuration
document, the names on the left are th e de vice field names.
■ The default Lotus Notes field name mapped is not displayed.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /75
Chapter 5
■ T o ov err ide a de fau lt, e nter th e app rop ria te Lot us No tes field name
next to the device field name.
■ The Lotus Notes field name that you enter must be a valid field
name in the database specified in the Lotus Notes Configuration
section.
■ You can enter an asterisk (*) to prevent a field from being mapped.
If you enter an asterisk for the fie ld na me, the data will not
synchronize in either direction for the field.
■ Formulas can be used in Custom Field Mapping fields, but the
device field data then can never sync back to Lotus Notes.
Caution If you start to make a change in the Custom Field Mapping section of an
application filter, you will be warned to sync with the old settings before
making the change if all of the following are true:
■ the application sync Action is not “Desktop overwrited handheld”
■ you already have application data on your device
■ you have a Palm OS device, or the Pocket PC application is
Calendar or To Do List
Ignoring this warning may lead to loss of changes made in device data.
For details on Pylon’s default field mappings, see APPENDIX F.,
“Custom field mapping on Palm,” starting on page 215.
Making generic changes to a sync filter
Caution If you wish to preserve the existing sync filter, make a copy of it first and
then make changes to that copy. See “Making a copy of a sync filter”
(page 72).
To make generic changes to a sync filter for a PIM application:
1. Display the list of Pylon filters in the Pylon Configuration Database.
For detailed instructions, see “Displaying the list of Pylon filters —
Filters view of Pylon Configuration Database” (page 74).
2. Under the heading for the PIM application you are configuring,
double-click a filter name.
For a description of the pre-defined filters that are available, see
Table 4-3, “Pre-defined sync filter options,” on page 67.
The filter configuration document apears.
76 / iAnywhere Solutions, Inc.
F i g u r e 5 - 3
Generic filter
settings, shown on
My Inbox Mail filter
Customizing Pylon
The figure above shows the first three sections of the filter
configura tion docu ment for a Mail filter. Filter configuration
screens for for all PIM applications look very similar in these first
three sections, which are covered in sequence in the steps that
follow. The few differences are noted in the detailed instructions.
If you want to go directly to one o f those se ctions, here are t he cross
references:
■ “Fi lter Information section” (page 77)
■ “Lotus Notes Configuration section” (page 78)
■ “Device Configuratio n section” (page 79)
Each filter configuration screen also has at least one section with
details that are specific to the PIM application. Most applications
have an application configuration section. All applications have a
Custom Field Mapping section. These application-specific sections
are covered after the gene ric sections:
■ “Making Mail-specific changes to a sync filter” (page 81)
■ “Making Calendar-specific changes to a sync filter” (page 83)
■ “Making Address Book-specific changes to a sync filter” (page 85)
■ “Making To Do List-specific changes to a sync filter” (page 86)
■ “M aking Memo Pad-specific changes to a sync filter” (page 88)
■ “Making Expense-specific changes to a sync filter (Palm only)”
(page 89)
Filter Information section
3. Double-click Fully Defined Options.
The filter configurat ion document becomes a full opti on s filter
template. Any configuration document for a filter for a PIM
application has the same general layout. The default settings for the
My Inbox filter are shown in Figure 5-3, “Generic filter settings,
shown on My Inbox Mail filter” (page 77).
Caution Do not change the filter’s:
App — if you need a filter for a different application, select or copy
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /77
Chapter 5
one from the list of available filters; see“Customizing a sync filter”
(page 74).
Title, if the filter is already in use by an application.
Caution Do change the filter’s Title, if f this filter is a copy you have made.
When you copy a filter, the copy has the same name in Filter View
until you change the Title. Give your filter copies descriptive Titles
that let you easily identify them in Filter View.
Lotus Notes Configuration section
4. Make changes as necessary to the Lotus Notes Configuration sec-
tion, which contains these Lotus Notes database-specific fields.
■ Server: Select or enter the name of the Notes server (for
example, <server name>/<your do main na me>) where the Notes
database is located. Click on the drop-down arrow to display a
Keyword list of known servers. You can also select “Local” if your
database is on your local computer, instead of a “remote” server.
■ Database: Select or ent e r the name of the Notes database (for
example, Mail\jdoe.nsf) that should be used for syncing. Cl ick on
the drop-down arrow to display a Keyword list of known namepaths.
Note If you have not specified a valid server or “Local” in the Server field,
you will not be able to edit th e Database field.
■ View or Formula: Select or enter the View or folder name, or
enter a selection formula to designate which documents in Notes
should be used for syncing. Click on the drop-down arro w to
display a Keyword list of known Views and folders in the current
database.
Note When using @Adjust(@Now;... in a formula, the second postion
after Now denotes the numb er of days in the past, using a negative
integer, and the third position denotes the number of days in the
future, using an unsigned integer.
The following are examples of formulas you could enter:
- documents from the past 10 days
"CalendarDateTime>@Adjust(@Now; 0; -10; 0; 0; 0; 0)"
- documents from the past two months
"CalendarDateTime>@Adjust(@Now; 0; -60; 0; 0; 0; 0)"
- documents within a period, for example, from two weeks ago to
one week in the future
"CalendarDateTime>@Adjust(@Now; 0; -14; 0; 0; 0; 0) &
CalendarDateTime<@Adjust(@Now; 0; 0; 7; 0; 0; 0)"
- documents from 30 days in the past to 30 days in the future
"CalendarDateTime > @Adjust(@Now; 0; 0; -30; 0; 0; 0) &
CalendarDateTime < @Adjust(@Now; 0; 0; 30; 0; 0; 0)"
- documents that have a subject that contains the word "year"
"@Contains(Subject; "year")"
Note If you enter a formula that specifies a date range, for Calendar and
78 / iAnywhere Solutions, Inc.
Tasks this affects only the syncing of documents from Lotus Notes to
Customizing Pylon
your device. When the sync Action is set to Synchronize the files, if
device Calendar or Task events have dates that are outside of the
range of the formula, they will stil l be synced to Lotus Notes when
they are first encountered. However, on the very next sync they will
be deleted from the devic e.
■ Form: Select or enter the form name. Click on the drop-down
arrow to display a Keyword list of known forms in the current
database.
■ Modified Date: Click on the drop-down arrow to display a
Keyword list of days. Options are listed below. Any selection other
than All restricts the scope of the sync Action setting. Only
records that have been creat ed or modified within the specifi ed
date range are synced.
All - Syncs all the entries (thi s is th e default setting).
Last # days - Syncs all the entries modified in the last # days.
Last day - Syncs the entries modified in the last 24 hours.
Since last sync - Syncs only the entries that have been modified
since the last sync.
Device Configuration section
5. Make changes as necessary to the Device Configuration section,
which contains these device-specific fields.
■ Note: Lotus Notes included a Note field that Pylon uses in
different ways with different appl ications. The Note field on a
filter tells Pylon how to process the Note field when it is synced
from Lotus Notes to your device. You can specify a size to which
the Note field will be truncated, all the way from the Louts Notes’
limit maximum of 32,000 characters down to only 50 characters.
You may also specify that the Note field not be synchr on i ze d at
all.
Note On Pocket PC OS, whenever you view the contents of the Note field
in an application on your device, it is marked as changed, even if
you actually make no changes. With sync Action set to “Synchronize
the files”, can sometimes lead to unexpected results in the
corresponding record in Lotus Notes.
■ Category Sync: Categories are a Lotus Notes feature that can be
used with Pylon to simulate multiple folders or multiple
databases within a single device application.
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /79
Chapter 5
Note Category Sync is not used with the Calendar application on Palm. In
versions of Palm OS before 5.2, Pylon uses PylonSelect instead of
categories for multiple Calendars. In Palm OS 5.2 and later, Pylon
only supports syncing of one Calendar database. Pylon only
supports syncing a single T o Do database on all versions of Palm OS.
Note Categories are handled similarly in both Lotus Notes and in
Pocket PC OS applications — both support zero or more categories.
Palm OS applications support only zero or one categories; when
syncing from Lotus Notes to a Palm device, only the fi rst category
listed in Notes syncs to the device.
Note Category values in records will sync normally to the device unless
the Category Sync field has a value or multiple filters are configured
for an application. If this field has a value, the records for this filter
will have the Category Sync value and not the records’ Category
field value when synced to the device. The Category field value will
remain in Notes, however. For example, if a record in Lotus Notes
has a Category value of “Travel” and the Category Sync value in the
filter is “Calendar A,” th e Category value on the device after sync
will be “Calendar A.”. In Notes, the Category value will remain
“Travel.”
Note If a Notes document is associated with two or more Categories in
Lotus Notes, your Category Sync entry is compared to the first Notes
Category to determine if the item should be included in a sync.
Caution On Palm OS devices, Category names are truncated to 15 characters
— make sure your Category names in Lotus Notes do not exceed 15
characters in length if you are using a Palm OS device.
■ Private Record: The feature refers to records that you mark as
Private. Click the drop-down arrow to display a Keyword list with
choices.
- Sync Private Items - syncs records marked as private just like
records that are not marked as private — th i s is th e de fault
- Encrypt Private Items - syncs records marked as private, but
encrypt them firs t
- Do not synchronize - Private records that had not been synced,
before “Do not synchronize” was set, now will not sync to the
other side. If private records from either Lotus Notes or the
device have been synced to the other side (by using the “Sync
Private Items” setting), the “Do not syncrhonize” setting will
remove th e p rivate records from the non-originating side. If the
private value for any synced record (using “Sync Pri vate Items”) is
changed, and the setting is changed to “Do not synchronize,” the
private field value will be synced on the first sync; on the second
sync the record will then be removed from the non-originating
side, if applicable.
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■ For example: record A is created in Notes and synced to the
device, it is not marked private. On the device the record is
marked private. The private setting is changed from Sync to Do
not sync. The first sync recordA in not es will now also be marked
private, recordA is now "in sync" in Notes and on device. During
Customizing Pylon
the second sync recordA will be removed from device, since it
originated in Notes. This functionality only applies to calendar
and tasks.
On Palm, configure the device Security application to show or
hide Private Records. For instr u cti ons on ho w t o mark records as
private on Palm OS, see “Marking the record private” (page 174).
Continue c ustomizing your sync filter by making application-specifi c
changes in the appropriate section below:
■ “Making Mail-specific changes to a sync filter” (page 81)
■ “Making Calendar-specific changes to a sync filter” (page83)
■ “Making Address Book-specific changes to a sync filter” (page 85)
■ “Making To Do List-specific changes to a sync filter” (page 86)
■ “Mak ing Memo Pad - specific changes to a sync filter” (page 88)
■ “Making Expense-specific changes to a sync filter (Palm only)”
(page 89)
Making Mail-specific changes to a sync filter
F i g u r e 5 - 4
Mail-specific filter
settings
In addition to the Custom Field Mapping section, Mail filters have a
Mail Configuration section that is specific to the Mail application.
1. Display the filter configuration document for the Ma il filter you
wish to modify.
Detailed instructions are provide d in the first fe w steps in “Making
generic changes to a sync filter” (page 76).
Mail Configuration section
2. Make changes as necessary to the Mail Configuration section, which
contains these mail-specific fields.
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Chapter 5
■ Send mail first: Check to have Pylon send any Mail drafts before
it syncs your Lotus Notes Mail with your device Inbox.
■ Sync only unread: Check to have Pylon sync only the unread Mail
in your Lotus Notes Mail applicatio n.
Read all the notes and cautions that follow below before finalizing
your Attachment types to sync settin gs.
■ Attachment types to sync:
- Word: Check to enable, uncheck to disable, syncing of Microsoft
Word (*.doc and *.rtf) attachments.
- append as text: Check to enable conversion of Word
attachments to text that is appended to the message body;
uncheck to keep the Word document as a separate attachment.
- Excel: Check to enable, uncheck to disable, syncing of Microsoft
Excel (*.xsl) attachments.
Caution If you select append as text for Word documents, and an incoming
message has a Word attachment that is too large to fit within the
operating system’s email message size limitation, none of the
attachment is appended to the message body.
Note When a Word file is appended to the message body as text, it takes
up less memory on the device, but you should be aware of the
following:
- In the body of the email you will see the file name of the
attachment, followed by its conten t, without any formatting.
- If you reply to or forward the email from your device, the new
email message will also contain the text of the attachment.
- The size of the email with the attachment cannot exceed the size
limit for an email message, which is set by the device OS. The
message size limit is 32KB on a Palm OS device, and 2MB on a
Pocket PC OS device. A longer email will appear truncated.
- Graphics will appear as placeholders.
- Foreign characters are supported.
- Complex or older Microsoft Word documents may not display
properly.
Note On Palm OS devices, Attachment types to sync settings for
Note On a Palm OS device, in order to view attached Microsoft Word or
82 / iAnywhere Solutions, Inc.
attachments that are not appended as text are only supported on
Palm OS v4.0 and higher. For messages forwarded from the Palm
mail client, Pylon automatically reattaches server-based attachments
from the original message to th e forwarded mail message if th e
original message’s attachments were not downloaded to the mobile
device.
Excel files, you must have DataViz Documents T o Go, version 4, 5, 6, o r
7 installed. You may order DataViz software from http://
www.dataviz.com/products/documentstogo/index.html. Pocket PC
OS devices come with comparable software pre-installed. If you
already have the DataViz software installed, you will see the Word To
Go and Sheet To Go applications listed on your Palm device.
Customizing Pylon
Note On all platforms, the Attachment types to sync settings apply only to
messages downloadedto the mobile device in a sync. Any attachments
to messages uploaded from the mobile device are always processed as
is, regardless of file format. When append as text is selected for
Word attachments, any text causing the message to exceed the
operating system’s maximum message size will be truncated. On
Palm OS devices the maximum message size is 32KB; on Pocket PC
OS devices the maximum is 2048KB.
■ Maximum total size of attachments per message: Change the
number here from the default of 100 (KB) to whatever size you
prefer. Allowable range is 1 to 2048 (KB). Any attached file that
does not fit within the max i mum size limit is simply not synced;
attached files are never truncated.
Note The Maximum total size of attachments per message setting is
applied by Pylon to messages downloaded to the mobile device in a
sync. This limit applies only to attachments carried as separate files,
not to Word files appended as text. With multiple attached files, the
files are processed in the order that they were attached. Any file that
would cause the total size of attachments to exceed the maximum
allowed is not synced.
Custom Field Mapping section (Palm only)
3. Leave this section as is, unless you are a Lotus Notes expert.
See “Making changes to Custom Field Mapping” (page75) for an
explanation of this advanced feature.
Note The next step is very important to be sure that all of your changes
are recognized.
4. Click Save Filter.
Pylon saves your changes. The change to your sync options will
occur the next time you sync your device.
Continue with “Accessing Pylon on your Pocket PC OS device”
(page 98) or “Accessing Pylon on your Palm OS device” (page 112).
Making Calendar-specific changes to a sync filter
In addition to the Custom Field Mapping section, Calendar filters have
a Calendar C o nfiguration section that i s specific to the Calendar
application.
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Chapter 5
F i g u r e 5 - 5
Calendar-specific
filter settings
1. Display the filter conf iguration document for th e Calendar filter
you wish to modify.
Detailed instructions are provide d in the first fe w steps in “Making
generic changes to a sync filter” (page 76).
Calendar Configuration section
2. Make changes as necessary to the Calendar Configuration section,
which contains these fields.
■ View Chairperson: Select the Enabled checkbox to include the
entry in the Notes Chairperson field in the Note field on your
device.
■ Display To Do List items in Calendar: Select this checkbox to
have your Notes To Do data copied to your device Calendar.
Note On Palm OS devices, when this checkbox is selected, some
repeating To Do records can sync incorrectly:
- On device, regular repeating To Do records may fail to appear in
Calendar.
- In Lotus Notes, custom repeating To Do records may not appear in
Calendar as All Day Events.
■ Conflict Resolution: Click the drop-down arrow to display a
Keyword list of conflict resolution choices. Any change to a
record on either side is considered a conflict. For example,
changing different fie lds in th e same record, or different
instances of a repeating series, in Notes or on the device, would
be considered a conflict. The Conflict Resolution options specify
how Pylon should handle the case where the same event has b een
modified separately in Notes and on your device:
keep both versions - if modified on both sides, duplicate the
event, keeping both versions; i f modified on one side and deleted
on other, recreate deleted from modified side
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handheld version wins - replace the Notes version with the
handheld version
Notes version wins - replace the handheld version with the Notes
version
Customizing Pylon
add handheld info to Notes doc - keep the Notes version, but
update it by adding data from the handheld version to the Notes
field
Custom Field Mapping section
3. Leave this section as is, unless you are a Lotus Notes expert.
See “Making changes to Custom Field Mapping” (page75) for an
explanation of this advanced feature.
Caution Do not change the default field mappings for Start Date and End
Date — you must leave these fields blank.
Note The next step is very important to be sure that all of your changes
are recognized.
4. Click Save Filter.
Pylon saves your changes. The change to your sync options will
occur the next time you sync your device.
Continue with “Accessing Pylon on your Pocket PC OS device”
(page 98) or “Accessing Pylon on your Palm OS device” (page 112).
F i g u r e 5 - 6
Address Bookspecific filter
settings
Making Address Book-specific changes to a sync filter
In addition to the Custom Field Mapping section, Address Book filters
have an Address Book Configuration section that is specific to the
Address Book application.
1. Display the filter configuration document for the Address Book fil-
ter you wish to modify.
Detailed instructions are provide d in the first fe w steps in “Making
generic changes to a sync filter” (page 76).
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2. Double-click Fully Defined Options.
The filter configuration document changes to edit mode.
The filter configurat ion document becomes a full opti on s filter
template. Any configuration document for an Address Book filter
has the same general layout. The default settings for the
My Personal Address Book filter are shown in Figure5-6, “Address
Book-specific filter settings” (page 85).
3. Make changes as necessary to the Address Book Configuration section, which contains these device-specific fields.
■ Address: To enable using a business address, check the Use
business address box, then enter the business address in the field
to the right.
■ Map Business to custom field: Selec t the field to whic h the
business address should be mapped when the personal address is
assigned as the primary key; options are Custom 1, Custom 2,
Custom 3, or Custom 4. Select No Mapping to retain the business
address as the primary key.
Custom Field Mapping section (Palm only)
4. Leave this section as is, unless you are a Lotus Notes expert.
Note The next step is very important to be sure that all of your changes
F i g u r e 5 - 7
To Do List-specific
filter settings
See “Making changes to Custom Field Mapping” (page75) for an
explanation of this advanced feature.
are recognized.
5. Click Save Filter.
Pylon saves your changes. The change to your sync options will
occur the next time you sync your device.
Continue with “Accessing Pylon on your Pocket PC OS device”
(page 98) or “Accessing Pylon on your Palm OS device” (page 112).
Making To Do List-specific changes to a sync filter
To Do List filters have To Do List Configuration and Custom Field
Mapping sections th at are specific to the To Do List application.
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Customizing Pylon
1. Display the filter conf iguration document for the To Do Li st filter
you wish to modify.
Detailed instructions are provide d in the first fe w steps in “Making
generic changes to a sync filter” (page 76).
To Do List Configuration section
2. Make changes as necessary to the To Do List Configuration section,
which contains these fields.
■ Conflict Resolution: Click the drop-down arrow to display a
Keyword list of conflict resolution choices. Any chang e to a
record on either side is considered a conflict. For example,
changing different fields in the same record, or different
instances of a repeating series, in Notes or on the device, would
be considered a conflict. The Conflict Resolution options specify
how Pylon should handle the case where the same event has b een
modified separately in Notes and on your device:
keep both versions - if modified on both sides, duplicate the
event, keeping both versions; i f modified on one side and deleted
on other, recreate deleted from modified side
handheld version wins - replace the Note s version with the
handheld version
Notes version wins - replace the handheld version with the Notes
version
add handheld info to Notes doc - keep the Notes version, but
update it by adding data from the handheld version to the Notes
field
Custom Field Mapping section
3. Leave this section as is, unless you are a Lotus Notes expert.
See “Making changes to Custom Field Mapping” (page75) for an
explanation of this advanced feature.
Caution Do not change the default field mappings fo r S tart Date and Due
Date — you must leave these fields blank.
Note The next step is very important to be sure that all of your changes
are recognized.
4. Click Save Filter.
Pylon saves your changes. The change to your sync options will
occur the next time you sync your device.
Continue with “Accessing Pylon on your Pocket PC OS device”
(page 98) or “Accessing Pylon on your Palm OS device” (page 112).
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Chapter 5
F i g u r e 5 - 8
Memo Pad-specific
filter settings
Making Memo Pad-specific changes to a sync filter
In addition to the Custom Field Mapping section, Memo Pad filters
have a Memo Pad Configuration section that is specific to the Memo
Pad application.
1. Display the filter configuration document for the Me mo Pad filter
you wish to modify.
Detailed instructions are provide d in the first fe w steps in “Making
generic changes to a sync filter” (page 76).
Memo Pad Configuration section
2. Make changes as necessary to the Memo Pad Configurati on section,
which contains these device-specific fields.
■ Custom: Click the drop-down arrow for a list of custom
configuration keywords. If you a syncing a Journal database,
select Map journal database. For more information about syncing
a Journal database, see “Making changes to the My Journal filter
(Palm only)” (page 88).
Custom Field Mapping section (Palm only)
3. Leave this section as is, unless you are a Lotus Notes expert.
See “Making changes to Custom Field Mapping” (page75) for an
explanation of this advanced feature.
Note The next step is very important to be sure that all of your changes
are recognized.
4. Click Fully Defined Options in th e O ptions area.
5. Click Save Filter.
Pylon saves your changes. The change to your sync options will
occur the next time you sync your device.
Making changes to the My Journal filter (Palm only)
Make the following changes to the predefined My Journal filter in order
to sync with a Lotus Notes Journal.
1. Under Lotus Notes Configuration, click on the drop-down arrow for
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Server Keywords, and select Local.
Customizing Pylon
2. For Database, click the drop-down arrow and select Journal.nsf
from the list of keyword s.
Note The Journal database (journal.nsf) is manually installed on Lotus
Notes Client installati on s for versions 4.6 or later. To create a
Journal database, click File|Database|New in Lotus Notes, then
select the Personal Journal templ a te to create the new database.
Name the database journal.nsf.
3. For View or Formula, enter a formula or click the drop-down arrow
and select a View from the list of keywords.
4. In the Form field click the drop-down arrow and select a Form from
the list of keywords.
5. Under Memo Pad Configuration, click on the drop-down arrow for
Custom, then select Map journal database from the list of key wor ds.
6. Click Save Filter to save your changes and exit the filter document.
Making Expense-specific changes to a sync filter (Palm only)
F i g u r e 5 - 9
Expense-specific
filter settings
In addition to the Custom Field Mapping section, Expense filters have
only an Expense Configuration section that is specific to the Expense
application.
1. Display the filter configuration document for the Expense filter you
wish to modify.
Detailed instructions are provide d in the first fe w steps in “Making
generic changes to a sync filter” (page 76).
Custom Field Mapping section
2. Leave this section as is, unless you are a Lotus Notes expert.
See “Making changes to Custom Field Mapping” (page75) for an
explanation of this advanced feature.
Note The next step is very important to be sure that all of your changes
are recognized.
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Chapter 5
3. Click Save Filter.
Pylon saves your changes. The change to your sync options will
occur the next time you sync your device.
Continue with “Accessing Pylon on your Pocket PC OS device”
(page 98) or “Accessing Pylon on your Palm OS device” (page 112).
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Syncing additional application databases or views
Pylon Conduit and Pylon Pro support additional application databases
for most applications. The additional databases or views may be ones
you have set up for yourself on your desktop, or they may belong to
another Notes user who has delegated administrative access rights to
you. Table 5-1 shows the total number of databases supported for each
PIM application on Palm OS and Pocket PC OS.
Customizing Pylon
Ta b l e 5 -1
Total number of
databases/views
supported for each
application
To tal number of databases/vie ws supported
Application
Palm OS Pocket PC O S
Mail 3 1
Calendar 5* 5
Address Book 5 5
To Do 1 5
Memo Pad 5 0
Expense 5 0
Custom Databases 20 20
* Newer Palm OS devices (palmOne devices with Palm OS 5.2.1 or
later) support only one Calendar database. Note that application names
differ slightly on different devices — see Table 4-1, “Application names
on different device platforms,” on page 63.
This section provides instructions for setting up the syncing of
additional application databases. For instructions on setting up
additional custom databases with Pylon Pro, see the chapters in
“Syncing custom databases (Pylon Pro only)” (page 131).
The basic tasks required to sync one or more additional application
database are:
■ Make sure you have specified a unique Category Sync name in the
filter used by the first appli cation database.
■ Create a new filter for the additional application database or view
and specify a unique Category Sync name in that filter.
■ Enable the additional application database or view with initial sync
Action of “Desktop overwrites handheld.”
■ Sync your device.
■ Change the sync Action on the additional application database or
view to Synchronize the Files.
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Chapter 5
Follow the steps in each of the following tasks to implement an
additional database or view for an application.
Making sure the first database or view has a unique Category Sync name in its filter
Note You can skip this task, if:
(A) You have previously been successfully syncing two or more
databases for the application; or
(B) Calendar or Tasks on Palm OS is the application for which you are
setting up an additional database or view — Calendar on Palm
distinguishes the different databases by database name only, using Pylon
Select; the Tasks application on Palm is limited to syncing only one
database or view.
Note For multiple Mail databases on Palm, the first Mail database
automatically syncs to the Palm “Inbox” fol der; additional Mail
databases sync to the Palm “Drafts” and “Filed” folders. There are two
ways to control which Mail database syncs to which folder:
A) Sequence - do not specify a Category Sync entry for the Mail filters
and the order in which the filters are listed in the Filters view of the
Pylon Configuration Database determines the folder:
- "" (leaving it blank) syncs with the fi rst filter’s database.
- Drafts syncs with the second filter’s databse.
- Filed syncs with the thir d filter’s database (if a third is listed).
A) Category name - specify a Category Sync entry for the Mail filters and
use the folder name as the Category Sync entry:
- Enter "" (leave it blank) for the Inbox folder to sync with the database.
- Enter “Drafts” or “Fil ed” for one of those folders to sync with the
database.
Note For Calendar on Pocket PC only, if you have the sync Action set to
Desktop overwrites handheld, you should leave the Category Sync name
blank for the fir st C alen dar d atab ase. This is th e onl y way to ens ure tha t
all Calendar records are deleted on th e d evice be fore the the database
is overwritten by the current Lotus Notes Calendar records.
1. Open the Pylon Configuration Database.
For instructions, see “Opening the Pylon Configuration Database”
(page 60).
2. Open the Pylon Configuration document.
For instructions, see “Opening your Pylon Configuration
document” (page 61).
3. In the Filter column for the application, make a note of the filter
name listed.
4. Display the list of filters.
For instructions, see “Displaying the list of Pylon filters — Filters
view of Pylon Configuration Database” (page 74).
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Customizing Pylon
5. Under the heading for the application, double-click the name of
the filter that you just made a note of.
The filter information is displayed in a filter configuration screen.
6. Make sure the Category Sync field contains a unique name.
If Category Sync is blank, enter a unique name now — for
instructions on modifying a filter, see “Making generic chan ges to a
sync filter” (page 76).
If Category Sync has an entry, make a note of the name now.
Creating a new filter for the additional database or view
Note You must make a copy of an existing filter in order to create a new filter
for the additional database or view. The multiple databases or views for
the same application cannot use the same filter, because each must have
a filter with a unique entry in the Category Sync field.
1. Make a copy of the filter that has settings that are closest to what you
want to use to sync the additional database or view.
For instructions, see “Making a copy of a sync filter” (page 72).
Tip Be sure you give the new filter a name that describes how it is to be
used. For example, you could name it the same as the filter from
which it is copied, but add some text at the right end like “db2” or
the Notes database name with which it will work.
2. Display the list of filters.
For instructions, see “Displaying the list of Pylon filters — Filters
view of Pylon Configuration Database” (page 74).
3. Under the heading for the application, double-click the name of
the filter that you just created.
The filter information is displayed in a filter configuration screen.
4. In the Lotus Notes Configuration section, enter the information for
the additional database or view.
Caution This information must be technically accurate in order for Pylon to
be able to sync the additional database or view.
5. In the Category Sync field, enter a unique name.
Note Category Sync is not available with the Calendar application on
Palm. The Calendar application, viewed through the Palm Date
Book, works directly with the Calendar database name.
Caution This name must be unique (within the set of category names for the
application) in order for Pylon to be able to sync the additional
database or view correctly. If the same category name is used in
multiple filters, syncing duplicates information on the updated
platform.
Note You can le ave the Category Sync field empty, and let Pylon generate
a unique name. The name that Pylon generates for the first
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additional database or view is “Pylon 2”; the second additional
database or view is “Pylon 3”; and so on.
Tip Use a name that describes the source of this additonal database. for
example, if the additional database or view is for your manager’s
calendar, you might call it “Mgr Calendar .”
6. Click Save Filter to save the changes you have made.
Enabling the additional database or view with initial sync Action of “Desktop overwrites handheld”
1. Open the Pylon Configuration Database.
For instructions, see “Opening the Pylon Configuration Database”
(page 60).
2. Open the Pylon Configuration document.
For instructions, see “Opening your Pylon Configuration
document” (page 61).
3. Make sure the Additional Databases box is checked.
After installation this box is unch e cked by default. You must check
this box in order to be able to sync an additional database or view
for any application.
Checking this box causes a #Apps column to appear.
4. In the #Apps column for th e application, select the number of databases you wish to sync.
Click the d rop-down to display th e Select Ke ywords panel, then
select the total number of databases you wish to sync for the
application — if you are adding one additional database or view,
select the number that is one more than the number you were
previously syncing for this application. If you kno w you need to sync
several more databases or views for this application, you can select
that total number now.
5. Click OK to store your selection.
The Configuration Document screen adds an entry for each
additional #Apps (database) you have specified.
6. Set the Filter for th e additional database or view.
In the Filter c ol um n of the row fo r the application’s additional
database or view, select the filter you created in “Creatin g a new
filter for the additional database or view” (page 9 3).
See Note,n “For multiple Mail databases on Pal m...,” under “Making
sure the first database or view has a unique Category Sync name in
its filter” (page 92) for special considerations with Mail on Palm.
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Customizing Pylon
7. Set the synchronization Action for all the databases and views for
the application.
In the synchronization Action column of the row for the
application’s additional database or view, select Desktop overwrites
handheld.
8. Click Save and Close to save your changes and exit the Pylon Con-
figuration document.
Syncing your device
1. Sync your device.
For instructions, see “Accessing Pylon on your Pocket PC OS device”
(page 98) or “Accessing Pylon on your Palm OS device” (page 112).
2. Verify that the additional database(s) or view(s) were downloaded
successfully.
For instructions, see the “Accessing additional...” heading for the
application under “Accessing Pylon on your Pocket PC OS device”
(page 98) or “Accessing Pylon on your Palm OS device” (page 112).
Changing the sync Action on the additional database or view
At this point all the databases or views for your PIM application have
sync Action set to “Desktop overwrites handheld.” If this is the
permanent sync Action you want, skip the steps below. Follow these
steps to change the sync Action to “Synchronize the Files.”
1. Open the Pylon Configuration Database.
For instructions, see “Opening the Pylon Configuration Database”
(page 60).
2. Open the Pylon Configuration document.
For instructions, see “Opening your Pylon Configuration
document” (page 61).
3. Change the sync Action to Synchronize the Fi le s .
In the row for the additional database(s) or view(s) for which you
just completed the initial sync, change Desktop Overwrites to
Synchronize the Files.
4. Click Save and Close to save your changes and exit the Pylon Con-
figuration document.
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Chapter 5
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CHAPTER 6. Accessing PIM
applications on your
device
■ “Accessing Pylon on your Pocket PC OS device” (page 98)
■ “Syncing your Windows Mobile 5 device” (page 98)
■ “Syncing other Pocket PC OS devices not running Windows
Mobile 5” (page 98)
■ “Using Mail on Pocket PC OS” (page 100)
■ “Using Calendar on Pocket PC OS” (page 101)
■ “Using Address Book on Pocket PC OS” (page 107)
■ “Using To Do List on Pocket PC OS” (page 108)
■ “Accessing Pylon on your Palm OS device” (page 112)
■ “Syncing your Palm OS device” (page 11 2)
■ “Using Mail on Palm OS” (page 112)
■ “Using Calendar on Palm OS” (page 114)
■ “Using Address Book on Palm OS” (page 125)
■ “Using To Do List on Palm OS” (page 126)
■ “Using Memo Pad on Palm OS” (page 129 )
■ “Using Expense on Palm OS” (page 130)
Chapter 6
Accessing Pylon on your Pocket PC OS device
Syncing your Windows Mobile 5 device
Note If you have previously been using Pylon on a Pocket PC OS device, the
Windows Mobile 5 procedure for syncing is entirely different. You must
now use the Pylon icon in the system tray instead of ActiveSync.
To access Pylon on your Windows Mobile 5 device by syncing manually:
1. On your desktop computer, right-click the Pylon icon in the system
tray — lower right corner of icons shown below:
A shortcut menu is displayed.
2. If Enable Continuous Sync is selected, click Disable Continuous
Sync, then right-click the Pylon icon again to redisplay the shortcut
menu.
3. In the shortcut menu, click Synchronize.
4. If prompted, enter your Lotus Notes password to complete the sync.
Tip You can prevent the password prompt dialog box from appearing
during future syncs by changing a setting in Lotus Notes. For
instructions on how to do this, see “Every time you sync, you are
prompted to enter your Lotus Notes user password.” (page 187).
When ActiveSync has completed the sync, you will see confirmation that
Pylon successfully synced.
Note The instructions above are for initiating a sync manually. If you would
prefer to have your device sync automatically every five minutes, rightclick the Pylon icon in the system tray and click Enable Continuous
Sync. If you want to return to initiating syncs manually, right-click the
Pylon icon in the system tray and click Disable Continuous Sync.
Syncing other P ock et PC OS devic es not runnin g Windo w s Mobile 5
To access Pylon on your Pocket PC OS device that is not running
Windows Mobile 5:
1. On your desktop computer, open ActiveSync.
2. Click the Options button.
3. The Options dialog box appears.
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F i g u r e 6 - 1
ActiveSy nc Options
dialog box
Accessing PIM applic ations on your device
4. Make sure the box beside Pylon is checked.
Note There are several ways to initiate a sync, depending on how you have
Tip You can prevent the password prompt dialog box from appearing
F i g u r e 6 - 2
Confirmation of a
successful Pylon
sync
5. Click OK.
6. Initiate a sync.
your ActiveSync settings configured. If you are having problems
initiating a sync, refer to Microsoft’s documentation.
7. If prompted, enter your Lotus Notes password to complete the sync.
during future syncs by changing a setting in Lotus Notes. For
instructions on how to do this, see “Every time you sync, you are
prompted to enter your Lotus Notes user password.” (page 187).
When ActiveSync has completed the sync, you will see confirmation that
Pylon successfully synced.
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Chapter 6
If your sync is not successful and you receive an error message, it is most
likely the fault of a licensing mismatch. For instructions on how to solve
this problem, see “Troubleshooting: Syncing” (page184).
Using Mail on Pocket PC OS
1. Sync your device.
For instru ctions, see “S yncing other Pocket PC OS devices not
running Windows Mobile 5” (page 98).
2. On your device, tap Start|Inbox. On some devices you may need to
tap Start|Programs|Inbox.
The Inbox application appears. You will see your Lotus Notes Mail
there.
Note Any mail larger than 64K is truncated on the de vice. This is a Lotus
Notes limitation.
Deleting Mail on Pocket PC OS
Follow these steps to delete the mail from your Pocket PC OS device.
Note If the sync action is set to “Synchr o n i ze the files,” mail items you de le te
on your device also will be removed from your Lotus Notes Inbox when
you sync.
To delete Mail on your device:
1. In your Inbox, tap the Mail item you wish to delete.
The item will open.
2. At the bottom of the item, tap the red X.
The item moves to the Deleted Items folder."
3. Delete as many items as you wish.
4. In your Inbox, tap Tools|Empty Deleted Items.
When you sync your device, the items will be remove d from your
Lotus Notes Mail.
Note The Empty Deleted Items command m a y n ot work on Microsoft
Pocket PC 2002 devices, in which case you will need to manually
delete items from the Deleted fold e r on your device.
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