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Syncing custom databases
Desktop User Guide for Pylon Conduit and Pylon Pro, Version 5.4 /135
Creating a Pylon Pro filter to sync a custom database
With Pylon Pro, you create a new filter for each custom Lotus Notes
database that you want to sync. Each custom database on your device
represents only one View from the Lotus Notes custom database that
you are syncing to.
You will note that many of the steps below are similar to the ones for
creating a new filter for a PIM application, except in this instance you
do not map to the Mail database, for example, but to a custom Lotus
Notes database View of your design.
To create a new Pylon Pro filter:
1. Open the Pylon Configuration Database. For instructions, see
“Accessing Pylon on your desktop computer” (page 60).
2. In the Navigation pane, click Filters.
The Filters View appears in the View pane.
F ig u re 7 - 1
All available filters
Note The above screen shows a Pylon Pro installation for a Palm device. If
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 “Calendar.”
3. In the Lotus Notes toolbar, click Create Filter.
The filter configuration document appears.
- Desktop User Guide 1
- Table of Contents 3
- 4 / iAnywhere Solutions, Inc 4
- 8 / iAnywhere Solutions, Inc 8
- List of Tables 10
- List of Figures 11
- Before you begin 15
- About this guide 17
- Focus of this guide 18
- How this guide is organized 19
- Conventions 20
- Related publications 21
- Technical support 22
- Product information 23
- Feedback on documentation 23
- Chapter 1 24
- Getting started 25
- Introduction 27
- About Pylon Conduit 28
- About Pylon Pro 28
- Components of Pylon 28
- System requirements 30
- Mail overview 32
- Calendar overview 32
- Address Book overview 33
- To Do List overview 33
- Expense (Palm only) overview 34
- Installing 35
- Before you install 37
- Chapter 3 38
- Installing Pylon 39
- Configuring Pylon 48
- Uninstalling Pylon 52
- Syncing Lotus Notes PIM 55
- Configuring basic PIM 57
- Chapter 4 60
- Setting the sync Action 65
- Choosing a sync filter 67
- 6. Click OK 69
- Customizing Pylon 71
- Chapter 5 72
- Customizing a sync filter 74
- Filter Information section 77
- Device Configuration section 79
- Mail Configuration section 81
- Custom Field Mapping section 85
- (Palm only) 89
- 3. Click Save Filter 90
- ■ Sync your device 91
- Syncing your device 95
- Accessing PIM 97
- Mobile 5 98
- Using Mail on Pocket PC OS 100
- Chapter 6 106
- Syncing your Palm OS device 112
- Using Mail on Palm OS 112
- Using Calendar on Palm OS 114
- Using Address Book on Palm OS 125
- Using To Do List on Palm OS 126
- Repeating To Do 127
- Notes and on newer 127
- Palm OS devices* 127
- Using Memo Pad on Palm OS 129
- Using Expense on Palm OS 130
- Syncing custom databases 131
- (Pylon Pro only) 131
- Syncing custom 133
- Overview 134
- Chapter 7 136
- Setting sync action 141
- Enabling additional databases 144
- Working with custom 147
- PC OS device 147
- ■ Syncing your device 149
- Chapter 8 150
- Changing column attributes 153
- Resizing columns 154
- Creating a new record 155
- Editing a record 155
- Deleting a record 155
- Working with text 156
- Editing date fields 157
- Deleting a database 158
- Chapter 9 162
- Restoring column defaults 165
- Using Categories 166
- Working with notes 170
- Working with images 171
- Editing record fields 172
- Editing checkbox fields 173
- Editing lookup fields 173
- Setting global preferences 174
- Appendices 177
- Troubleshooting 179
- Troubleshooting: Installing 180
- Troubleshooting: Upgrading 181
- Viewing log messages 182
- Changing the Log Level 182
- Troubleshooting: Syncing 184
- Other problems with syncing 186
- ■ Pocket PC OS - error 188
- Problems accessing 189
- Problems using 190
- Pylon with 190
- M-Business 190
- Anywhere client 190
- Setting up Pylon for 191
- Requirements 192
- Setup Instructions 192
- Appendix B 196
- Syncing from multiple 197
- (Palm OS only) 197
- Enabling Multi PC Support 198
- Appendix C 200
- Creating device 201
- About SmartDesigner 202
- General design guidelines 203
- Appendix D 204
- Unsupported design objects 207
- Synchronization issues 208
- Implementing on 209
- Appendix E 210
- Retrieving additional fields 212
- Custom field 215
- Default field mappings 217
- Appendix F 220
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