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TracerPlus Std / TracerPlus Pro Version 2.8 User Manual
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1. esseeeseeseeeeeeeeeee sienne nennen nnn snnm nnn tn nain tna sina sana nnne ana 41 6 1 External Printers eit e ett a te erben ete tete ertet ten etai dee 41 6 1 1 Enabling and Registering the TracerPlus Print 41 6 1 2 Default Prnt FOrmoat oed eese cate eue tiere eee nnd eastern dr naa dan rn nne enses 42 6 1 3 Uploading Custom Print Formats to TracerPlus sees 42 6 1 4 PTS Printer Variable Codes sss nnne 42 6 2 External Scanners ecir dde et eee I LEE d bere deas peer nae v eae neue onn eda 43 6 2 Enabling and Registering the External Scanners sesssssss 44 Chapter 7 Administration Settings eeeeeeesieeeeeeeeeees esee nennen nennen nnnm anneanne 45 7 1 Setting PassWotds 1 innu eg dt He et Pc e Lp de I deb dae d 45 7 1 2 Enable Protection fOr 5 eode d erra ues dE p eed dedu a 45 7 2 Deploying Configured Sessions to Multiple Users sssseeee 46 7 2 1 How to Copy One PDA Configuration to Other PDAS sssss 46 7 2 2 File Names Used by TracerPlus ssssssseeeeenneens 46 TracerPlusM 0002 810 3 Chapter 1 Introduction 1 1 What is TracerPlus Create enterprise class barcode enabled data collection applications in minutes for most tasks including asset management inventory control and many others with TracerPlus No programming kn
2. ssseeeiieseeeeeeeeeen eene n nnne nn nnn nnnm n natn n nsn nn assa sanis nnn nn nna 33 5 1 Entering Date s tates Cm te ti ad abc cer eee errr carer 33 5 2 Editing Data from the Main Screen sse nennen 34 5 3 QUICK BUTLONS 5 ocasion st Ato Oe eran d M coe AR det tees os 34 5 4 Finding Dalas sumont esca estende ne au Ett eer certs ere reer E et E 35 5 5 Filtering ters cAus occ au e Mu cA SI ede st d coh CM Sri 35 5 6 Printing Data theo tee ttu ac dS eh EAM Ed 36 5 7 Managing Data from the PDA to the PC ssssssssssseeseeeeneeenenen nene 37 TracerPlusM 0002 810 2 5 7 1 How Data Is Sent to the PC oie cccc cess ceceeeesseaeeeeeeeeeseeauaneeseeeeeeeees 37 5 7 2 Viewing Data Files on the PC sse enne 37 5 7 3 Linking TracerPlus Session Data to an MS Access Table 37 5 7 4 Linking TracerPlus Data to an MS Excel Worksheet 38 5 7 5 Using PTS ODBC Link for Tracer to Control Data ssee 38 5 8 HotSyncing Data from the PC to the PDA sssssssssseeeeenen 38 5 8 1 Sending Session Data to the PDA sssssssseseeeeene 38 5 8 2 Creating Session Data Files with Excel 39 5 8 3 Sending Drop Down Lists to the PDA ssssssee 40 5 8 4 Sending Field Hints to the PDA Pro version only sse 40 Chapter 6 External Devices
3. 5 2 Editing Data from the Main Screen The Main Screen is the area where the user can review edit and search for records previously entered The user can delete or edit a record by selecting it and then tapping a function key or selecting a function from the Record menu For more information on searching for records review section 5 4 Options ENE Admin Session01 Delete D Soe 7 bj 35 Ses lt 3 d es dd teh ae dte eh te ees Sos e e oS nte ete s e diio e ed eed tet Boe teet on ihe e e AAAI Hittetetetetett tete t teta Delete Click the Delete button or select Delete from the Record menu to delete the selected record Edit Click the Edit button or select Edit from the Record menu to edit the record in the Data Entry screen 5 3 Quick Buttons TracerPlus specializes in streamlining screen interaction We do this through implementation of several unique features This allows for very fast and accurate data entry One of the features to aid in this is using the Up Down keys on your PDA TracerPlusM 0002 810 34 The Up Arrow key allows the user to move up one field on the Entry Screen Note that this does not follow the Go To field settings It simply moves up one field on the Entry screen The Down Arrow key allows the user to move down one field in the Entry Screen The Down Arrow key is actually used to trigger the After Scan rules and Trace
4. 2 e eS s etd 2s 2 es 2 2s e 2s ed 2s 2 2 es 2 es 2s 3 2s 3 2s os Se etree rend a i Se Sos at 2 e 2 e H 2 e ees ad gS es e 2s Ses ttd s ec e e e e in 2 e e 2 2009606 0R00909096060000909996 060000909990 0000909099 reletetatstetetetetatatetetstetsttte A A A TEE EEE A EE AAAA MISERE ETE A AEAT A EEEE A AAEE A E EEEIEE aaaea OESTE A A IEAI AA EEEIEE 3 A AEAEE EEEE AEAEE A AAAA EEEE e OEE ETETE A A AEAT es I IIIS Bes Bote BS 5 BS os iy 5 6 Printing Data Printing from the DataView Screen When TracerPlus Print is licensed a record can be printed by selecting Print from the Record menu in the Data Entry Screen or by using the standard Palm Graffit shortcut for printing shown next to Print in the menu The Data will print per the format uploaded to the PDA as described in section 6 1 3 KT Date Time03 10 2004 18 13 34 Rec by EFE 4 TracerPlusM 0002 810 36 Auto Print on Record Submit When TracerPlus Print is licensed a record can be printed automatically when submitted This setting is set in the Printer External Device Settings See section 6 1 1 for details The Data will print according to the format uploaded to the PDA as described in section 6 1 3 5 7 Managing Data from the PDA to the PC TracerPlus comes with a HotSync conduit allowing easy transfer of collected data
5. 3 Once your purchase is completed and payment is received you will receive a Order confirmation from PTS 4 Complete review and submit the Registration Info form from your PC Note Make sure that the correct version of TracerPlus is selected 5 Once this step is completed your registration code is e mailed to the address provided This process usually takes one hour but we ask that you allow one business day in the event of heavy traffic or any other delay 6 Once you receive your registration code follow the instructions below to enter the code into your PDA Entering Your Registration Code 1 Start the TracerPlus application on the PDA 2 Click the Register button in the TracerPlus Splash Screen 3 Enter your Registration Code at the Code prompt TracerPlusM 0002 810 8 4 Ifthe Registration Code is valid you will receive a Thank you for Purchasing TracerPlus message 2 5 Upgrading TracerPlus To upgrade from an existing version of TracerPlus or to upgrade to TracerPlus Pro follow these steps 2 5 4 Upgrading from TracerPlus 2 8 Standard to TracerPlus 2 8 Pro 1 If you have already purchased and registered with a registration code for TracerPlus 2 8 Standard Edition you will need a new registration code for the Pro Edition Start the TracerPlus 2 8 application on your PDA and go to the main screen Click on the menu and choose About TracerPlus Click the Re register button in the lower right corner of the scr
6. Start On Screen w Main Start On Field w Field1 O SortOn w Fieldi O Edit on scan find in grid O Edit on click in grid 5 Configure your session s General Hot Sync Data and Backup attributes as described in Sections 3 2 1 3 2 4 When you are finished press Done If you do not need to modify the session the default settings will be used and you can proceed directly to Field Settings Chapter 4 if you wish to use default session settings 3 2 Session Settings Explained 3 2 41 General Session Settings General Session Settings are used to control the general operating characteristics of the session These operating characteristics cannot be set at the field level Session Settings General General Start On Screen w Main Start On Field w Field1 O SortOn w Field1 O Edit on scan find in grid O Edit on click in grid Start On Screen Select the screen the User will enter when they leave the TracerPlus Splash Screen The user can choose between starting on the Main Screen or the Data Entry screen Note that this option takes effect only when this session was the last one used each session has its own settings TracerPlusM 0002 810 12 Start On Field Select the first field the User is focused on when New is selected from the data view screen This setting is commonly selected to control what data must be entered when the program is initially opened Example A session is
7. e en AATETTA e Sete Mf Visible V Show in Grid M Use PopUp O Read Only O Update on Main Find e Sie Scurvy w Fieldi C CER Chew 4 Select a field to configure 5 Enter the field Name Field Settings General bession w Packing Slip General Validation Vf Show in Grid M Use PopUp O Read Only O Update on Main Find 6 Select a Field Type Section 4 2 1 discusses these field types in more detail 7 Enter General field settings Section 4 2 2 discusses these settings in more detail Field Settings General bession Packing Slip V Visible Show in Grid Use PopUp O Read Only O Update on Main Find 8 Enter additional field settings Refer to Sections 4 2 3 through 4 2 5 for more detail on the other available field settings options 9 Repeat steps 4 8 to configure additional fields TracerPlusM 0002 810 4 2 Field Settings Explained 4 2 1 Field Types The Field Type setting is used to control what type of data is entered for this field TracerPlus Std has four available Field Types Text Drop Down Checkbox and Variable TracerPlus Pro has three additional types Signature Calculated and Lookup Field Settings General Session w Packing Slip Ge I Checkbox Data Type w lt Signature Calculated Default Lookup V Visible im SHOW nl arid Use PopUp O Read Only O Update on Main Find
8. TracerPlusM 0002 810 Chapter 3 Sessions Chapter 4 Field Settings After a session is created fields within that session may also require configuration Before configuration all available fields within the session are in a default state TracerPlus Standard has 10 fields available for configuration and TracerPlus Professional has 30 available fields Customizing your session settings and field settings is not required as the default settings will work perfectly for many users However to fully realize the power of TracerPlus some of these settings may need modification for your specific needs Proper field configuration may speed up data acquisition and may prevent data input errors again depending on your collection requirements In this chapter you will learn how to set up fields for your specific application Section 4 2 explains the various TracerPlus field settings in more detail 4 1 Configuring Field Settings Below we go through the steps required to configure field settings 1 From the TracerPlus Main Screen select the Palm Menu button TracerPlusM 0002 810 18 AtA Nhantnr 2 Chapter 3 lt 2 Select Field Settings 3 Select a TracerPlus session Field Settings General bession Session 1 Packinq N Genera validation EE en xs i eoe S05 Ss Os REE i oS BSE Seay 3 RESETS RETE AET ESEESE TERESTRE e attt i teet SS ete tete OOOO
9. specifies a left to right parse and an R specifies a right to left parse Note Leaving the direction out of the parse string will default it to left to right Possible Delimiters After the field index and direction of parse have been specified the next items are the delimiters Possible delimiter types include Index positions character delimiters and ASCII codes The parse string must contain two delimiters a start delimiter and an end delimiter separated by a comma Index position The index position delimiter is simply the location in the string you would like to set as a delimiter To set an index position delimiter enter the index value of the delimiter in the parse string This type of delimiter is useful if you know exactly where the delimiter is located on every string you would like to parse Character delimiters Character delimiters allow users to parse based on the location of specified characters such as percentage signs and question marks To specify a character delimiter enter the character you would like to use within quotation marks If the string you are using has multiple characters specify the index character count before the character delimiter For example a user would like to grab data between the first and second sign the start delimiter will be and the end delimiter will be 2 Hint The can be used without quotation marks to mark the delimiter as the end of the string For example you would
10. the Status label will indicate that the device is registered TracerPlusM 0002 810 41 Auto Print on Record Submit Select Auto Print on Record Submit a global setting to automatically print every record when submitted External Devices Device ID Not Applicable Status NOT REGISTERED Printer Type w None Printer Port w Serial O Auto Print on Record Submit 6 1 2 Default Print Format A default print format is included with the initial installation of TracerPlus This is a very simple format and is optimized for receipt printing If you wish to customize this format the ability to upload custom formats is provided with our TracerPlus installation 6 1 3 Uploading Custom Print Formats to TracerPlus In order to upload a custom format for use with TracerPlus 2 8 a print format file needs to be created on the PC and uploaded to the PDA via the normal HotSync process 1 Name the file TracerP_Format txt 2 Place the file in C Program Files PTS TracerPlus 2 8 Data PrinterData 3 Upload the file to the PDA via HotSync Note This file must be named Print Format txt and it must be placed in your PrinterData folder The default location of this folder is C Program Files PTS TracerPlus 2 8 Data PrinterData but will vary based on your actual install location Any file that is located in this folder with the name specified as above is uploaded to the PDA Note Currently this file must contain valid printer c
11. 39 Chapter 5 Managing Data 5 8 3 Sending Drop Down Lists to the PDA TracerPlus also allows the user to prepare and manage Drop Down lists on the PC for later upload to the PDA running TracerPlus The filename of list data to be uploaded must be named SxxFyy txt where XX the session number yy the field number For example if you want to send the list contents for session 2 in the 4th field the filename must be named SO2FO04 txt Note Simply sending the list contents for a particular session and a particular field does not automatically define that field as a drop down list This must still be set in the Field Settings screen of the PDA application Please refer to Chapter 4 for instructions on setting field properties The format for the list files is very simple Each list element must be stored on its own line Since there is only one field there is no need for a tab delimiter between fields A sample of what this data must look like is as follows E 502_f04 Notepad olx File Edit Search Help A sample upload list file is located with this install If you wish to test the functionality of this feature simply place that sample file in the TOPDA subfolder and rename it to the appropriate session number and field number 5 8 4 Sending Field Hints to the PDA Pro version only In addition to editing the Field Hints on your PDA you can upload them from a text file on your PC To do this create a text fi
12. Modify x 3090905 VATER HELLE PEITAI ITA DARAANAN EE HILL ELE 3 Enter a List Item via barcode scan or Graffiti 4 Repeat steps 2 3 to add additional list items I Tracer Drop down Lists Session Packing Slip Field Transaction T Display Value F3 Customer Pickup E E pont nL yt FOOMITT IIIS T LITT T LITT TracerPlus List Items can be edited and deleted in the TracerPlus Lists screen Simply choose the value to be edited and select the appropriate button NOTE List Items may also be deployed to multiple users In most multi user cases the PC update option would be used but it is also possible to create a list on one PDA and distribute to your entire mobile work force Refer to Chapter 5 for more information regarding this powerful feature TracerPlusM 0002 810 32 Chapter 5 Managing Data 5 1 Entering Data To enter data in TracerPlus the user must first select the appropriate session Once that is selected clicking the New button will start the data entry collection process Packer Entry Screen The Entry Screen is the area where the user enters data The fields are presented to the user with the customized fields as they were configured The user enters data for each field presented When the data is being scanned the system controls the flow to the next field based on the Field Settings previously set up This screen contains three buttons These are discussed b
13. Palm Pilots with the CS 1504 scanner Future versions of TracerPlus will include additional external scanner support Feel free to contact us with requests for support of additional scanners TracerPlusM 0002 810 43 Chapter 6 External Devices 6 2 Enabling and Registering the External Scanners 1 Select External Devices from the Admin menu Options Record itunes Session 1 ALEASA ELLE PE r Passwords WwW d dis S seat tts eaten tts en e 2 Select the Scanner Tab and the scanner you intend to use with the PDA from the drop down menu External Devices Scanner Printer Device ID Device Not Connected Status NOT REGISTERED Device Type w S51504 Trigger Key Mone Test Data 3 From the Trigger Key drop down list choose a Trigger Key The Trigger Key is used to complete the data capture transaction and is required by certain external devices including the CS1504 4 You may now scan a barcode and press the selected trigger key to test your connection The registration status of your external scanner is also indicated from within this tab If the scanner is properly registered the Status label will indicate that the device is registered TracerPlusM 0002 810 44 Chapter 7 Administration Settings Once sessions are configured it is customary to implement password protection so field personnel cannot easily alter the sessio
14. Text Text fields should be chosen when data is to be entered via a bar code keyboard or graffiti The Text type does not restrict input in any way and can store up to 30 characters Field Settings General bession w Packing Slip Field1 Field nel General Fields 4 Data Type w General M Visible Show in Grid 9 Use PopUp O Read Only O Update on Main Find Nome Packer Drop Down Drop Down fields allow the user to select from a pre defined list of items Drop Down fields offer a quick error free way to enter data from a select list of choices Section 4 2 5 provides more detailed information regarding drop down lists TracerPlusM 0002 810 20 Check Box Check box fields are used when simple Yes No True False On Off selections are made Check boxes should be used whenever possible to speed data entry and limit data entry error Field Settings General Session w Packing Slip Ge al Checkbox Data Type w Signature Default Calculated V Visible M Use PopUp O Read Only O Update on Main Find Variable Variable fields are used to automatically enter values such as Time and Date To set a Variable field the user selects the value they would like to enter in the field from the drop down menu The selected setting will then appear in the Default field value in the Settings screen By default Variable field values are populated when the record is first cr
15. TracerPlus will attempt to copy the session and field settings from your existing 1 5x version 1 50 and higher only New Registration Code Required TracerPlusM 0002 810 9 Due to a new licensing algorithm all users upgrading to TracerPlus 2 8 from 2 3 and below will need to get a new registration code This process is discussed in Section 2 4 You can easily register by clicking the shortcut Start Programs PTS Tracer Plus gt Registration Info New Location for Data Files OLD C Palm username TracerPlus NEW C Program Files PTS TracerPlus Data username FromPDA New Location for Uploading Files OLD C Palm username TracerPlus PCData NEW C Program Files PTS TracerPlus Data username ToPDA New Name for List Upload Files OLD S01 L02 txt NEW S01F02 txt Note The Custom HotSync Path feature is available only in TracerPlus 2 0 and above Pro edition 2 6 Removing TracerPlus Installation In the unlikely event that you would like to remove TracerPlus from your PDA follow these simple instructions 1 On your PC select PDA Installer from Start Menu programs within TracerPlus 2 Select to Remove TracerPlus from PDA Installer application 3 Use the Add Remove Programs feature in MS Windows via Control panel to Remove PTS TracerPlus 4 On your PDA manually delete the application First click the Home Icon typically on the lower left of the PDA screen followed by the Menu Icon ju
16. audible alarm and error message is displayed Unique In Table When selected this option prevents the user from entering duplicate data within the entire session for this field This does not prevent the same data from being entered into another field within this session however If a field is submitted and it violates the Unique In Table setting an audible alarm and error message is displayed Must Match This option allows the user to validate an entry versus and entry made in another field If a field is submitted and does not match the Must Match field an audible alarm and error message is displayed Min Len This option allows the user to validate an entry based on the minimum number of characters required If a field is submitted with less than the Min Len setting an audible alarm and error message is displayed Setting a Min Len of 1 for example prevents the user from leaving that field blank Max Len This option allows the user to validate an entry based on the maximum number of characters allowed If a field is submitted with more than the Max Len setting an audible alarm and error message is displayed Specify a Max Len of zero to disable this rule Fields in TracerPlus can store up to 30 characters 4 2 4 After Scan Field Settings After Scan field settings are designed to increase data entry speed and accuracy Repetitive data capture scenarios such as inventory audits lend themselves to the efficiencies of these se
17. is located using Find or scanning on the main grid screen Note that the Find Field affects which field s data is used for searching Example A session is created to perform an inventory audit The goal of the audit is to quickly find items in the TracerPlus database and compare the database values to the actual inventory levels To speed this process the Edit on scan Find in grid setting is enabled When an item is scanned in the find field and located in the database the matching record is automatically brought up in the data entry screen for editing Edit on Click in Grid A similar option for automatically editing a record is the behavior of editing a record immediately upon clicking it in the grid Selecting this option is very useful for the user who is performing a lot of edits to existing data Note When this option is selected it is not possible to delete a single selected record from the grid The user must turn this option off before being able to delete single records The Delete All menu choice behavior is not affected TracerPlusM 0002 810 13 3 2 2 HotSync Settings HotSync settings are used to control how data is routed during HotSync to the PC Tracer Sessions Hot Sync Packing Hot Sync O Delete Data After HotSync V Archive PC Data after transfer O Use custom HotSyne Folder Delete Data After HotSync Select Delete Data After HotSync if the data sho
18. neda General Fields a After Scan Drop down Data Type w General Default Signature Vf Visible V Show in Grid Use PopUp O Read Only OK c ancel Clear Calculated Pro Version Only A Calculated field is used to perform simple mathematical operations between fields This is useful for invoicing or mobile receipt printing With calculated fields you can add subtract multiply or divide two fields Configuring a Calculated Field 1 Select the field you would like to configure 2 Select Calculated from the Type drop down 3 Click on Options in the General Field Settings 4 The Calculated Field Options Dialog is shown Field Settings General Session w Packing Slip Mame Qty Type w Calculated Data Type w General Default wf Visible O Show in Grid vf Use PopUp O Read Only Update on Main Find Fields 4 Calculated Field Options Dialog TracerPlusM 0002 810 24 Calculated Field Fit F2 Fields C22 aeo ays 5 e lean oa oa C aca From the Calculated Field Options Dialog you can configure a calculated field to be the result of 2 or more fields To configure simply use the numeric keypad to enter the field numbers along with the operations Calculated Field Example A TracerPlus user would like Field 4 to be the Result of Field1 Field2 Field3 Select Field4 in General Field Settings Select Calculated from the Ty
19. session table for a record with a matching value in that field If a matching value is found the data entry screen is populated with that record data and the user is immediately put into edit mode If a matching value is not found a new record is created The Auto Find on Scan is triggered when a barcode is scanned or when the user presses the Down Arrow key after manually entering data in that field Update Variables When this option is selected Variable field data is updated to represent the variable value at the time that the record was submitted as opposed to the default operation of using the time that the record was created This is really only relevant for date time based variable settings and should usually be turned off in any other variable field This is useful when you want to track the date time a record was edited rather than created Go To This option allows the user to control the tab order for the selected field After a user performs a successful scan while in the focus of the selected field the system sets the focus to whichever field is selected as the Go To Field The user typically uses this feature to control the flow of data entry Alternatively the Down Arrow key represents an After Scan event for those PDAs that are not barcode enabled 4 2 5 Drop Down Lists Drop Downs allow TracerPlus users to create their own Drop Down list menus for specific fields TracerPlus gives the user the ability to create the
20. support contracts including phone support can be purchased at http www ptshome com support htm PTS also hosts a TracerPlus User Group The group was created to offer our users a communication channel in which to discuss TracerPlus You can join the TracerPlus User Group at http Awww ptshome com support htm TracerPlusM 0002 810 6 Chapter 2 Installation This chapter details the steps for installing TracerPlus 2 1 System Requirements e Windows 95 98 NT 2000 XP e Palm Desktop v3 1 or higher includes HotSync Manager e Palm OS PDA running Palm OS 3 0 or higher 2 2 Automatic Installation 1 go M cm g 10 Make sure you have Palm Desktop installed and working with your PDA If not please visit www palmone com or contact your PDA vendor for support TracerPlus requires that Palm Desktop and the included HotSync Manager be installed and working before TracerPlus can be installed Download the most current version of TracerPlus from the PTS website or an authorized PTS reseller TracerPlus can be downloaded from the PTS website at http www ptshome com downloads shtml Install TracerPlus to your PC by simply double clicking the downloaded install file This file is named tracerp exe and is located in the location you chose to save the downloaded file Once the installation is complete perform a HotSync with your PDA At this point you will see the TracerPlus application installed on your PDA On the PDA ta
21. the PDA All data prepared for upload to the PDA must be stored in a folder called TOPDA This folder must be located under the TracerPlus Data folder where TracerPlus was installed and inside the folder for the current user These folders are automatically created after HotSyncing An example of what the data location of this folder might look like is C Program Files PTS TracerPlus Data JohnSmith ToPDA Note If you are using the Custom HotSync Folder feature Pro version only the ToPDA folder will be located in the Custom HotSync Folder you specified under Session Settings HotSync TracerPlusM 0002 810 38 TracerPlus allows tab delimited files to be sent from the PC to the PDA The data file must be named exactly the same as the data generated by the HotSync process So for example if you want to upload data for Session 2 on the PDA the filename must be S02 data txt and must be located in the ToPDA as described above The required file definition for sending session data from the PC to the PDA is as follows CR indicates a carriage return line break and tab indicates a tab character Field1 lt tab gt Field2 lt tab gt Field3 lt tab gt Field9 lt tab gt Field10 lt CR gt Field1 lt tab gt Field2 lt tab gt Field3 lt tab gt Field9 lt tab gt Field10 lt CR gt Below is a sample data file prepared for upload to a TracerPlus session Fie Edt Search Help atah Datas Data Datat Datas Data Data7 Data8 Data
22. these trial limitations are lifted PTS encourages all users who benefit from TracerPlus to register their copy To register TracerPlus we only require your TracerPlus PDA ID your operating mode Standard or Pro and an Email address We generate a unique registration code for your TracerPlus PDA ID and the version of TracerPlus you select so it is important that you send the ID exactly as it appears on the TracerPlus splash screen capitalization and spacing are critical Before you Register 1 Ensure that the PDA s you want to register is running the version of TracerPlus you purchased or intend to purchase You can view the active version of TracerPlus in the TracerPlus Splash Screen If you are purchasing External Device licenses make sure the device type you want to register is selected in the External Devices screen 2 Perform a HotSync to update your PC with the latest selected options How to Register 1 On your PC click on Start Programs PTS Tracer Plus and select the Registration Info icon All Programs f TracerPlus 2 3 3 Browse Data Files A Documentation TracerPlus A Documentation Tutorial PDA Installer f Registration Info 2 Locate the PDA you want to register and click on the link to purchase the software If you are an existing user follow the links for upgrading your license If you have already purchased TracerPlus through PTS or an authorized reseller please proceed to step 4
23. via the standard Palm Desktop HotSync process This section outlines all of the features available for PC processing 5 7 1 How Data Is Sent to the PC TracerPlus transfers all session data to the PC via the standard HotSync process The PTS installation provides a shortcut for accessing your data folder This shortcut is available from the Start Menu2 Programs PTS TracerPlus 2 8 Browse Data link This link provides you access to all of your users and their data Each session defined on the PDA generates its own independent data file These files are appropriately named using the session number of each given session You can see the session number of any given session via the TracerPlus Main Screen or in the Session Settings dialog screen on the PDA These numbers typically follow the order in which each session was created but this is not always the case It is important to note what these session numbers are when looking for your data The filename for each session is Sxx data txt where xx the session number for that session For example if you have 2 sessions defined on the PDA the first session listed would generate a file named S01 data txt and the second defined file generates a file named S02 data txt 5 7 2 Viewing Data Files on the PC Data files sent to the PC can be quickly viewed by selecting Start Menu2 Programs PTS TracerPlus 2 82 Browse Data and then selecting the user s data you wish to view AllPrograms fi Trace
24. with CRLF XML This formatting option allows data to be transferred in XML format This is very useful for customers when importing into existing systems HTML This formatting option transfers all data in HTML table formats This provides a formatted representation of the collected data that can be viewed as a web page Text Comma No Quote This formatting option separates each field with a comma Each record is terminated with CRLF Append to Existing File By default TracerPlus appends new data to any existing data file on the PC When this option is selected the new data file is appended to the pre existing file if it exists If this option is not selected any previously transferred data is deleted and a new file is created on each HotSync A new file will be created if it does not exist regardless of this setting however Send Non Visible Fields By default TracerPlus does include non visible fields in the data file When this option is selected non visible fields will be sent to the PC Refer to Chapter 4 on how and when you might use this option TracerPlusM 0002 810 15 Include Field Names By default TracerPlus does not include field names in the HotSync data file When this option is enabled the user configured field names are provided in the generated data file Depending on the file format this is represented in different ways For all of the text data transfers the Field names are included as a header record be
25. 9 Data10 Datahi Data Data33 Datass DataS5S Data6 Data7 Data8B Data99 Datai616 Data411 Datah22 Data333 Datas4ss Data555 Data666 Data777 Data888 Data999 patai 01810 A sample upload session file is located with this install If you wish to test the functionality of this feature simply place that sample file in the ToPDA subfolder and set its name to the appropriate session Note If you define data for a session number that does not exist on the PDA it will be ignored Note for New Users of Windows Some versions of Windows will not display the file extension e g txt On those systems if you save a file as SO1 data txt it will actually store the file as S01 data txt txt This file will not be recognized by TracerPlus To check the actual name of a file you ve created right click on it in Windows Explorer and choose Properties 5 8 2 Creating Session Data Files with Excel To create a session data file with Excel follow these steps 1 Open the file in Excel 2 Select File from the Menu bar 3 Select Save As 4 Inthe Save As dialog box select Save As Type Text Tab Delimited 5 Save your session to C Program Files PTS TracerPlus Data username ToPDA S01_ data Note If you are using the Custom HotSync Folder setting save the file to the Custom HotSync folder under the ToPDA folder 6 Close the Excel file 7 Perform a HotSync to upload the data file to the PDA TracerPlusM 0002 810
26. Date is set when the field is used to enter dates Time Time is set when the field is used to enter times Note Time data is always stored in military format Edit Hint Pro Version only When Edit Hint is selected a field Hint can be entered as reference for the chosen field in the provided memo space This feature is used to provide reference details about the information being captured in a particular field To view a field Hint a user taps the field label in the data entry screen Note Field Hints may also be uploaded from a text file on your PC See section 5 8 4 for more information on this feature TracerPlusM 0002 810 27 Tracer Settings General Modify Field Hint Field Packer Default The Default represents the value that is initially used for the selected field For example you may set up one of your fields to represent a quantity Likewise you might want to set the Default for that field to be 1 Note 1 The Default value is only used when the Clear on Submit option in the After Scan menu is selected for this field If the user changes this value during data entry and Clear on Submit is not checked the changed value is retained for the next record Note 2 If the user clicks the Clear All button from the data entry screen this value is cleared as well Default values can also be entered using Variable field settings Refer to Section 4 2 1 for more information Visible This opt
27. Module for Handspring Visor by PSC Discontinued Various barcode Plug ins that utilize Wedge Applications TracerPlusM 0002 810 5 1 6 Integrating TracerPlus TracerPlus data can be HotSynced to the PC in one of six popular file formats Refer to Section 5 3 1 for a more detailed discussion on file transfer formats This flexibility makes it possible to integrate TracerPlus with most programs and databases ODBC Link for TracerPlus further simplifies the integration process by allowing users to seamlessly connect to ODBC data sources ODBC Link for TracerPlus is a separate application and is available for free evaluation from our website at http www ptshome com TracerPlus Pro also allows for Custom HotSync paths allowing users to specify a specific file download location Below is a list of the more popular programs and databases TracerPlus is integrated with Excel Microsoft Access Microsoft SQL Oracle People Soft FileMaker FoxPro 1 7 PTS Support As a registered TracerPlus user you receive free email support for 30 days from the date of purchase During this period we are available to answer TracerPlus questions as well as general barcode questions Our goal is to provide TracerPlus users the tools to capitalize on the efficiencies of bar code data acquisition Please visit http otshome com support htm for frequently asked questions To contact PTS technical support please email support ptshome com Extended
28. NY DIRECT INDIRECT INCIDENTAL SPECIAL OR CONSEQUENTIAL DAMAGES OR LOSS OF DATA REVENUE LICENSEES GOODWILL OR USE IN NO CASE SHALL PORTABLE TECHNOLOGY SOLUTIONS LLC LIABILITY EXCEED THE PRICE THAT LICENSEE PAID FOR TRACERPLUS TracerPlusM 0002 810 TracerPlus Std TracerPlus Pro Version 2 8 User Manual Contents Chapter 1 Introduction innuere 4 1 1 What is TracetrPlus 2 ere a eed aee terga di Av a av lg E ue aa 4 1 2 New Features in TracerPlus 2 8 ener enne nnne 4 1 3 Free Thal oe AER adc ae aad d v dtp ca adie v dou xe A Te E eu RR CT 5 1 4 teaming FaCerPlUs u e et itin eee eph te ee Eod o Auc 5 1 5 Barcoding with TracerPlus essent ennt enne nnn esten 5 1 6 Integrating TracerPlus 5 3 2 2 22 1rd aiiai etd da daa dat at eee agde aee x ia 6 1 7 PTS SUppOHtzisi det eit eripe ter oie eee pectet dies Mabel tube cblctelanes ler eaten cesta 6 Chapter 2 InstallatlQn 2 oneri rero irent enun ir E Saeni en Conoce oaaae Seenaa 7 2 1 System Requirements sesssssssssssssseseses entente nnns nnne nennen sn nnns enne 7 2 2 Automatic Installation sess ennt ens 7 2 3 Installing TracerPlus on Multiple PDAS sssseeenneenennnennennns 7 24 Registering TracerPlus ssssssssssssssssesse entente nennen rennen 8 2 5 Upgrading TracerPl s 2 iren eo tar te ae ERAI Sepa exse dEa 9 2 5 1 Upgrading fr
29. Sync Folder For more information about the ToPDA folder refer to section 5 5 on uploading data to your PDA Note If the specified Custom HotSync folder cannot be created the data will be transferred to the default HotSync folder If you are having trouble using this feature double check the HotSync log file for any error messages after a HotSync TracerPlusM 0002 810 14 3 2 3 Data Storage and Transfer Settings Data settings are used to control the format of the session s data file sent to the PC during a HotSync Tracer Sessions Data Packing Export As w Text Tab Delimited W Append to Existing File M Send Non Visible Fields O Include Field Names Export As This option allows the user to select from one of six possible data formatting types Text Tab delimited This formatting option embeds a tab character between every transferred field Each record is terminated with a Carriage Return Line Feed CRLF Text Comma delimited This formatting option wraps each field in quotation marks and separates each field with a comma Each record is terminated with CRLF Text Fixed Width This formatting option transfers all fields using a fixed width Any space remaining at the end of Field data is padded with spaces Use of the Max Length field setting is also used to dictate the width of each fixed width field The maximum length of any given field is 30 chars Each record is terminated
30. TracerPlus Std TracerPlus Pro Version 2 8 User Manual DES0G MIE FOR LI ain COMPLTIMG PLATRORASA TracerPlus Version 2 8 Portable Technology Solutions LLC Telephone 1 877 640 4152 Fax 1 501 421 5085 http www ptshome com support ptshome com This document and the software described by this document are copyright 2001 2005 by Portable Technology Solutions LLC All rights reserved Use of the software described herein may only be done in accordance with the License Agreement provided with the software This document may not be reproduced in full or partial form except for the purpose of using the software described herein in accordance with the License Agreement provided with the software Information in this document is subject to change without notice Windows is the registered trademark of Microsoft Corporation All other trademarks are the property of their respective owners PORTABLE TECHNOLOGY SOLUTIONS LLC WILL NOT BE LIABLE FOR A ANY BUG ERROR OMISSION DEFECT DEFICIENCY OR NONCONFORMITY IN TRACERPLUS OR THIS DOCUMENTATION B IMPLIED MERCHANTIBILITY OF FITNESS FOR A PARTICULAR PURPOSE C IMPLIED WARRANTY RELATING TO COURSE OF DEALING OR USAGE OF TRADE OR ANY OTHER IMPLIED WARRANTY WHATSOEVER D CLAIM OF INFRINGEMENT E CLAIM IN TORT WHETHER OR NOT ARISING IN WHOLE OR PART FROM PORTABLE TECHNOLOGY SOLUTIONS CORPORATION S FAULT NEGLIGENCE STRICT LIABILITY OR PRODUCT LIABILITY OR F CLAIM FOR A
31. an a delimited barcode and take only the data you need These features along with lookup tables make TracerPlus 2 8 more powerful than ever Finally after popular request TracerPlus 2 8 introduces true combo box support in the Entry screen In past versions of TracerPlus drop down field types could only be populated with items included in the drop down list 2 8 now allows users the ability to manually enter a new value if the drop down does not contain the data they are looking for TracerPlus 2 8 New Features List Lookup tables Calculated fields Field Parsing Drop down field editing TracerPlusM 0002 810 4 1 3 Free Trial TracerPlus is a shareware application A shareware application typically means that you can use it on a trial basis for no fee In the TracerPlus Splash Screen select the version you would like to try Standard or Pro and you can demo all of the features for that version The trial download is limited in that only allows 2 sessions can be created and only 5 records will transfer to and from the PC Once you decide to purchase TracerPlus simply fill out the PTS Registration Request Page accessible from your PC s Start Menu A registration code will be sent within 24 hours Alternatively you can register from our website at http www ptshome com This registration code will activate your trial version enabling it for full use there is no need to reinstall 1 4 Learning TracerPlus To discover the full
32. are viewable the field list drop down or editable Note The Recs label 4 Enter a Value to filter on has been replaced by a Filtered label 5 Tap Done Filtered 0 Sessioni w Inventory Item LocatiofOty Date _ CTT see TTD A A A EEA A E E AEEA Select Data Filter V Enabled w Item em Bites 7 b 33 des 2S A AAEE A AAEE a EEEE EEEE EE a EEEE EEEE A TEE A ERRA AEAEE AEAEE AAEE EE EEEE a EEEE 25 e at coe d tet etis etica tutte tend OOIT OTOOTO ANTIOCO OTOOTO tette tet OOOO AOOO acca Sethe terete tech tects Grete nectertech bere ecechetts Hatte tate eate t ta tt AETI OOOO PERTH TE TEE TET EE HEEL e 2 e e ed eS d e e es e es e es hehehe tetas 2 e es os e ed 2 ed 2 2 2 red EEE ds e es 2 e 2 ces 6 H e ed e 25 os 2s ad nt os eS fetes d e i rend ces e 2 2 e t 2 2 2s 2 2 2s d oS etre 2 2 e e e e 2 ritetetetatatetetstatatatetetstatstatetetstatate E ETEEN A A E A E EEEE E EEE ETEEN EAEE A ETE A A EEEIEE A AREEN mcetetetstatetetetesstatetetstststatetetsts ctatetstatatatetetstatatetetststetatetetsts reletatatstetetetetatatetetetatatatetetets ccetetatatatetetetetstatetetstatatatetetsts A AEAEE e ETETEA A R OIEA EE AIEEE A E AEEA A E AAEE A A A AEAII EEEE EEEIEE EEEIEE ETH TER TIES reece taa tid e 2 d oh RRA EEE EEEN 2
33. atabases is made on your PC You may want to enable these options then HotSync then disable them again once you have the copies made Backup Session Data When this option is selected the actual session data is backed up to your Palm Desktop backup location An example of the location and filename for this option is C Program Files Palm username backup TP28 Data S01 30 pdb where C Program Files Palm Palm Desktop install location username The PDA username of the current PDA TP28 Data S01 30 pdb The Palm database containing data records for a given session Backup Drop down Lists When this option is selected any drop down list databases used on the PDA are saved to the Palm Desktop backup location for the current user The filename for this database is TP28 List SxxF yy pdb where TracerPlusM 0002 810 16 XX the Session number of the current session yy the Field number of the backed up list Note Field Type must be set to Drop Down List for the list database to take effect Backup Field Hints When this option is selected any created field hints are saved to the Palm Desktop backup location for the current user The filename for this database is TP28 Hint Sxx pdb where Xx the Session number of the current session 3 3 Deploying Configured Sessions to Multiple Users Please refer to Chapter 7 Section 7 2 for a detailed look into how to deploy session configuration to your entire workforce
34. created to capture package delivery information Date and Time stamps are captured in fields 1 and 2 The bar coded Package ID will be entered into Field 3 In this scenario the Start On is set to Field 3 since Field 1 and 2 are auto entered via automatic date and time stamps Sort On Select a Sort On Field to optimize searching by allowing the user to select one field to store as the sorted field To enable sorting select the field you wish to sort on from the drop down list and click the check box Selecting an optimized sort field does not prohibit the user from searching on any other fields but those fields will not experience a noticeable improvement in search speeds Note While the process dramatically improves search times for standard Find operations as well as the Auto Find on Scan operation used during data entry when using very large datasets there may be a delay when starting the application for the first time or when switching sessions Important The Sort On Field is used as the Key Field for a lookup table It is required for the use of lookup tables This field is used as a unique identifier for the records in the current session When a selected field matches this Sort On Field Key Field data can be accessed from this session and placed in a lookup field of another session Edit on scan Find in grid Select Edit on scan Find in grid to automatically open records in the data entry screen when a record
35. d for use with the Symbol SPT 1700 1800 series of Palm OS terminals as well as the Zebra PT403 QL220 QL320 and QL420 series printers Future versions of TracerPlus will include additional printer support Feel free to contact us with requests for support of additional printers 6 1 1 Enabling and Registering the TracerPlus Print 1 Select External Devices from the Admin menu Options Record Gti id 254 e 2 d un 2s Ses ttt Field 2 Select the Printer Tab the printer you intend to use with the PDA from the Printer Type and the Printer Port from the drop down menus External Devices Scanner Printer Device ID Not Applicable External Devices Scanner Printer Device ID Not Applicable Status NOT REGISTERED Status NOT REGISTERED Printer Type Zebra EPL Series t Printer Type w None Zebra ZPL Series pem Printer Port Text Only generic Printer Port O Auto Print Zebra Cameo O Auto Print Ere M 3 To ensure that your printer is operating correctly press the test print button This sends a sample print job to the selected printer and is used to verify proper connectivity If you do not see this test label or receive an error consult the Troubleshooting section of the printer documentation for possible reasons The registration status of your printer add on to TracerPlus is also indicated from within this tab If the printer is properly registered
36. eated To update the variable each time it is submitted simply enable the Update Variables option for that field Refer to Section 4 2 4 for more information regarding Update Variables Field Settings General bession Packing Slip Field Settings General bession w Packing Slip Type Variable DEI d Validation Done INCR 1 1 3 n Main Find l PREFIS 0 Show in Grid f Usel suprix o Read Only Done AUTONUMB n Main Find DATE When DATE is selected the current date is automatically entered in the field in the mm dd yyyy format i e 05 07 2003 TIME When TIME is selected the current time is automatically entered in the field in hh mm ss military format i e 19 19 55 DATETIME When DATETIME is selected the current date and time are automatically entered in the field in the mm dd yyyy hh mm ss format i e 05 07 2003 13 14 55 TIMEHHMM When TIMEHHMM is selected the current time is automatically entered in the field in the hhmm format i e 0915 The first two digits represent the hour the next two digits represent the minutes past the hour DATE2 TracerPlusM 0002 810 21 When DATE2 is selected the current date is automatically entered in the field in the yyyy mm dd format i e 2003 05 07 DATESYS When DATESYS is selected the current date is automatically entered in the field in the same format as you have chosen in system prefs This option gives you the greatest
37. ed in the ToPDA folder Data Records S01 Data txt Field Hints S01 Hints txt Drop Down Lists S01F02 txt Backup Filenames located in the Palm username backup folder Session definitions TP28 TracerPlus Sessions pdb Data Records TP28 Data S01 30 pdb Pro mode Data Records TP28 Data S01 10 pdb Standard mode Drop Down Lists TP28 List SO1F02 pdb Bitmaps signatures TP28 Bitmap S01 pdb Pro mode only Field Hints TP28 Hint SO1 pdb Pro mode only Print Formats TP28 TracerPlus Formats pdb TracerPlus Print only TracerPlusM 0002 810 46
38. een Click OK then exit TracerPlus and start TracerPlus again Select the Pro Mode and tap Register 2 3 4 5 6 T Note Backup all data when switching from Standard to Professional as this Now you can enter your new registration code for the Pro version will not carry over your data 2 5 2 Upgrading from TracerPlus 2 3 and below Steps to follow for upgrading from TracerPlus version 1 50 to 2 8 1 Install TracerPlus 2 8 as you would for a new product 2 The first time you run TracerPlus 2 8 it will ask if you would like to perform an update This update will automatically import your sessions and fields from previous versions of TracerPlus NOTE your data will not be imported only the session and field definitions 3 If necessary visit http www ptshome com upgrade shtml for more details Below are some special considerations for users familiar with TracerPlus 1 5x If you have been using a 1 5x version of TracerPlus you may need to adjust certain aspects of your settings when upgrading to TracerPlus 2 8 TracerPlus 2 8 Exists as a Separate Application Since TracerPlus 2 8 is a significant version update we have created this application as a separate and independent application from any previous TracerPlus versions We hope that this process eases the transition process of existing TracerPlus users Automatic Import of 1 5x Session and Field Settings The first time you run TracerPlus 2 8 on your PDA
39. efault of 0 to any other value will instead suffix your scanned data with that value Only data entered via a scan event will be suffixed AUTONUMBER 0 When AUTONUMBER is set the fields value will automatically be set to the next sequential number starting at 1 This field can be adjusted to start at whatever number is desired by the user by simply changing the 0 to the appropriate number Field Parsing Field Parsing gives TracerPlus users the ability to grab pieces of data from one field and place them into another field To configure field parsing simply select Variable from the Type drop down and in the default value you specify the field you would like to parse and the delimiters using the Parse String Format shown below Parse String Format F field index direction 1 delimiter 2 delimiter Field index TracerPlusM 0002 810 22 The field index is used to determine the field to be parsed To specify the field index enter the character F followed by the field index value For example the user would like to parse field 5 the value F5 would then be entered into the default value field Direction The parsing direction allows the user to specify the direction of the parse Possible options are a left to right or right to left parse If a right to left direction is entered the parse will begin from the right side of the string A parse direction is specified immediately after the first open bracket an L
40. elow Packing Slip Recs 0 Packer 345 e Done Button Click the Done button when you have finished entering data and would like to return to the Main Screen You will be prompted as to whether you would like to save the last record Answer appropriately You will now be returned to the Main Screen Submit Button Clicking the Submit button submits the current record to the database After clicking this button the focus is set to the field that was set as the Session Start On field Refer to Section 3 2 1 for more information on setting a Start On field Clear All Button Clicking the Clear All button clears all data from all fields for this record Notice that the focus does not change after clicking this button Also notice that any Default values selected in the Field Settings are not recognized Refresh Button TracerPlusM 0002 810 33 The refresh button is displayed to the right of any Lookup or Calculated Field When this button is pressed a refresh of this field is performed using the appropriate logic for that field Note A lookup and re calc is also performed on a successful scan or down arrow key press Field Hint Pro Version Only Clicking any field s label will open the field s Hint window The Hints window displays reference details that aid in data collection Sections 4 2 2 explains how to create and edit field Hints Tracer Settings General Modify Field Hint Field Packer
41. els from the left of the label and 50 pixels from the top If you wish to obtain more information about Zebra commands a visit to their website at www zebra com provides a download link to the Printer Command Reference SIGFIELD Printing of a signature is also a valid option Only one signature per label is permitted however Using the SIGFIELD variable allows printing of the first signature encountered in the Field Settings An example of how this might be used as is below N Q400 0 A10 0 0 3 1 1 N Label Override Sample A10 50 0 3 1 1 N Item FIELD1 GW10 325 40 100 SIGFIELD P1 This example like the one above indicates that most of the data in the TracerP_Format txt file contains Zebra commands In the most recent example both the data in Field 1 and any signature field as setup in TracerPlus is printed in this custom format by using the PTS Variable Codes The signature would print 10 pixels from the left and 325 pixels from the top of the label 6 2 External Scanners TracerPlus External Scanner licensed users can scan barcodes directly into TracerPlus via any compatible external scanner An external scanner is a device that can connect to a PDA via a serial connection Bluetooth or any other external communication path TracerPlus 2 8 features support of the CS1504 scanner This scanner is sold at the PTS website as the Plug N Scan kit and includes all of the necessary software licenses and cables to connect most
42. flexibility To select a date format click on Home and then Prefs and choose Formats from the upper right hand menu USER When USER is selected the current PDA User ID is automatically entered in the field INCR 1 1 When INCR 1 1 is selected the field is set to be an auto incrementing field The first digit represents the starting value while the second digit represents the increment value The default setting INCR 1 1 starts the record as a value of 1 and increments by 1 for every following scan of a previously scanned barcode This feature can automate a lot of data entry tasks that involve counting items This field setting option is dependent on the Auto Find on Scan Field setting Refer to the appropriate Field settings section of this manual for more information in this area The INCR variable type can also be used to count backwards by setting the second number to a negative value For example INCR 10 1 PREFIX 0 When PREFIX 0 is selected any data entered in the field will be prefixed with the set value The default setting PREFIX 0 will prefix any scanned data with a 0 Changing the default of 0 to any other value will instead prefix your scanned data with that value Only data entered via a scan event will be prefixed SUFFIX 0 When SUFFIX 0 is selected any data entered in the field will be suffixed with the set value The default setting SUFFIX 0 will suffix any scanned data with a 0 Changing the d
43. iate m Pf eo NS You should now see your TracerPlus data displayed in MS Excel in a familiar spreadsheet format 5 7 5 Using PTS ODBC Link for Tracer to Control Data PTS also offers an application that provides a direct connection to any ODBC data source The configuration of the connection and field mapping information is done from a simple text file Many of our users have found this to be the most efficient method of collecting and storing data on their PC This application is available for free trial download from our website at http www ptshome com look for ODBC Link for TracerPlus 5 8 HotSyncing Data from the PC to the PDA TracerPlus allows you to send databases from the PC directly to your TracerPlus sessions on the PDA Our customers find this an invaluable tool and utilize it many different ways For example if an inventory control manager needs to distribute pick lists he simply saves the inventory file to the ToPDA folder for later import If a maintenance manager needs to distribute jobs he distributes the job files to the maintenance personnel s TOPDA folder The scenarios in which this feature can be used are limitless Many of our customers connect their TracerPlus sessions with 3rd party databases to give their current systems added functionality By exporting their databases from Microsoft Access Excel or any other database these data files can easily be created and distributed 5 8 1 Sending Session Data to
44. ing transferred as the first line of the data file For the XML and HTML formats the field names are included in the general formatting of the data file 3 2 4 Backup Settings TracerPlus Backup options allow you to individually choose which types of files are backed up to a Palm Desktop backup location during each HotSync operation These files may be useful to some users for enterprise wide deployment in addition to a simple backup file Deployment of configured sessions from one PDA to many is discussed in more detail in Chapter 7 Any file type that is selected for backup will add a certain amount of time to the HotSync process so if backup of these files is not necessary you have the ability to disable the backup setting Any of the databases created during a backup process can be loaded to any other PDA running TracerPlus 2 8 simply by double clicking the created file and selecting the appropriate user to receive it during that user s next HotSync PTS also offers an enterprise deployment application included with your TracerPlus installation This application allows for an easier method of distributing backup configuration files to multiple users simultaneously Tracer Sessions Backup Packing Backup O Back up session data O Back up drop down lists O Back up field hints Note Enabling these backup options can slow down your HotSync process considerably since each time you HotSync a copy of the selected d
45. ion is normally selected and allows a field to be viewed or hidden in the data entry screen A field s visibility should be turned off when it is not being used in a session or if the default contents need to be stored but not seen by the user as in some cases of Date Time stamping of an individual record Show in Grid When Show in Grid is selected the field is visible in the Main Screen grid A maximum of 4 fields is available for display in the grid Only the first 4 fields with this option set on are displayed Subsequent fields with this option set on are ignored Fields are displayed in their numeric order in the grid Use Popup Dialog This option is only valid when the Data Type for a field supports it Currently only Date Time and Numeric Data Types allow for a Popup dialog This option is ignored in all other Data Type settings When a valid field is tapped with this option selected a popup dialog appears Samples of the 3 different popup types are shown below TracerPlusM 0002 810 28 Date Popup Dialog Time Popup Dialog Packer Date 4 2003 gt Mar Apr PME Jun s 11 12 13 14 15 16 Packer Time 18 19 20 21 22 23 25 26 27 28 29 30 EN 5 Numeric Popup Dialog Numeric Popup Dialog Button Definitions Subtracts 10 from the Qty Subtracts 1 from the Qty 2 Adds 10 to the Qty Adds 1 to the Qty Done Enters the Qty and returns the user to the data entry screen BS Backs
46. le with one line per hint The format of the file is as follows one line per field Field Number lt tab gt Field Hint where tab is a tab character A sample of a field hints upload file looks like this 7 S01_Hints txt Notepad OF x File Edit Format Help This field is where you should scan the item s barcode value Enter the product name for the item here Quantity of item in stock Date and time the item was scanned Place this file in the ToPDA folder in your HotSync folder and it will be uploaded during the next HotSync operation TracerPlusM 0002 810 40 Chapter 6 External Devices TracerPlus features an External Device Manager which is accessed through the Admin menu on the PDA The External Device Manager allows devices ranging from printers to RFID scanners to be used in conjunction with TracerPlus Currently available in TracerPlus 2 8 is support for the Zebra TR 220 printers PT403 printers QL series printers and other Zebra printers using the EPL CPCL and ZPL print languages We also support a generic Text Only mode of printing Selecting this printer type simply sends the data in your format exactly as you entered it Of course you still have the same ability to populate variables with their respective field data 6 1 External Printers TracerPlus Print licensed users can print directly from TracerPlus to an external printer TracerPlus 2 8 features support of the TR 220 specifically manufacture
47. like to parse field 1 from the first to the end of the string use the following Parse string Default value F1 ASCII delimiters It is also possible to specify ASCII delimiters This allows users to specify characters such as tabs and line feeds as delimiters To use an ASCII value as a delimiter enter a forward slash followed by the two digit ASCII code within quotation marks For example to specify a tab as a delimiter use 09 Parsing example In Field 2 you would like all the characters between the first and second of barcode 1239645696789 scanned into field 1 1 Select Field2 in General Field Settings 2 Select Variable from the Type drop down 3 Enter F1 L 96 296 in the Default Value field for Field 2 This will now enter the value 456 in Field 2 on a successful scan or when the down key is pressed TracerPlusM 0002 810 23 Signature Pro Version Only When a Signature Field Type is selected the user is prompted for a signature when the field is tapped Signatures collected in a Signature field are HotSynced to the PC in a bitmap format All signature files transferred during HotSync are located in a signatures subfolder of the HotSync data transfer folder If you happen to be using PTS ODBC Link for TracerPlus these signatures are also placed directly into the database if you configure your database field type appropriately Field Settings General Session w Packing Slip
48. n settings When a Password is set a user is required to enter this Password to access any areas protected by the TracerPlus Admin Settings Administrators commonly Enable Protection for Session Settings and Field Settings Below you will learn how to set Passwords and set protection levels for program settings as well as data 7 1 Setting Passwords 1 Select Passwords in the Grid Screen 2 Select Use Password 3 Enter your Password 4 Enter additional protection levels Session Settings Field Settings Delete One Record Delete All Records and Edit Records i TExternalDevices ZE SERO Passwords Wf Use Password T Password scani e e 2 S505 Gn Enable Protection for M Session Settings V Field Settings O Delete One Record Delete All Records d cipes Be 2s e e css Sese 2 e ene ete iie etra Sos ated 7 1 2 Enable Protection for Session Settings When protection is enabled for Session Settings the user is required to enter a password to edit or add sessions Field Settings When protection is enabled for Field Settings the user is required to enter a password to edit or add field information Delete One Record When protection is enabled for Delete One Record the user is required to enter a password to delete a record from the data view screen Delete All Records When protection is enabled for Delete All Records the user is required to enter a password to delete all rec
49. om TracerPlus 2 8 Standard to TracerPlus 2 8 Pro 9 2 5 2 Upgrading from TracerPlus 2 3 and below sss 9 2 6 Removing TracerPlus Installation sssseseeneeeenenennn 10 Chapter 3 Sessions sr rarius ce sanae aa ea ert used E dente aaa aaa eaaa aae A eaaa 11 3 1 Configuring Session Attributes ssssssssssssseenennneeen nnns 11 3 2 Session Settings Explained ssssssssssseeeseeeeeeen nnns 12 3 2 1 General Session Settings sese 12 3 2 2 HotSyne Setting S i nner ede t Eee ret He E edere RR ee DA EET 14 3 2 3 Data Storage and Transfer Settings sss 15 3 2 4 Backup Setllngs xiii e once P er FR ERR 16 3 3 Deploying Configured Sessions to Multiple Users sssseeseeeeees 17 Chapter 4 Field Settings 5 4r elena iet terres 18 4 1 Configuring Field Settings sss eene enn 18 4 2 Field Settings Explaliied 2 2 ste ieee tiles Pe nent e Reit e ERE nene 20 4 2 1 eld Eypes vrais ien eet tee t e ede nds 20 4 2 2 General Field Settings seesssssssssseseseeee ense nnne tnnt 27 4 2 3 Validation Field Settings riire ootia rani iai itene ieena iae ee enne 29 4 2 4 After Scan Field Settings arra aeti eai iaeei e aanre kaarena a E eain 30 4 2 5 Drop Down Lists rt a ae e need tte teer eee me eges 31 Chapter 5 Managing Data
50. ommands for your selected printer type Some sample label layouts are included with your install of TracerPlus 2 8 These samples are located in the Sample Data Folder at C Program Files PTS TracerPlus 2 8 Sample Upload Data Zebra also provides an in depth manual on creating these files The manual can be downloaded at http www ptshome com public EPL2en pdf PTS also provides a Custom Label Formatting service in which a PTS representative will create a label format to meet your exact needs This service can be purchased at the PTS website 6 1 4 PTS Printer Variable Codes In conjunction with the Zebra commands you will undoubtedly want to print some data dynamically from TracerPlus collected data PTS Variable codes are permitted in this file and are substituted with live data when printing a label Valid PTS Variable codes are as follows FIELD1 FIELD2 FIELD30 TracerPlusM 0002 810 42 These variable codes are substituted with the live data from the specified field in your current record An example of how this might be used is as below N Q400 0 A10 0 0 3 1 1 N Label Override Sample A10 50 0 3 1 1 N Item FIELD1 P1 The majority of this text is a set of commands specific to the Zebra Printing language Notice the bold item FIELD1 This tells TracerPlus to substitute the data in Field 1 within this format This results in a label printout where your collected data in field 1 is printed 10 pix
51. ords from the menu bar Edit Records When protection is enabled for Edit Records the user is required to enter a password to edit a record TracerPlusM 0002 810 45 7 2 Deploying Configured Sessions to Multiple Users 7 2 1 How to Copy One PDA Configuration to Other PDAs TracerPlus configured sessions can easily be deployed to your mobile workforce To perform an enterprise wide deployment simply follow these steps 1 Create desired configuration on one PDA 2 Testthis configuration until satisfied with the results 3 Perform HotSync with this PDA 4 Locate the created file TP28 TracerPlus Sessions pdb 5 Double Click this file and select the user s to deploy it to 6 Ifthe session consists of Drop Down Menus the Drop Down list backup files must also be installed to the new user 7 Ifthe session consists of Field Hints the Field Hints backup file must also be installed to the new user 8 Perform HotSync of those user s 9 The Session settings should then be transferred to the new PDA 7 2 2 File Names Used by TracerPlus This section lists the various file names used by TracerPlus on the PC It is here for your reference in deploying and troubleshooting your TracerPlus configuration Note that sessions are identified by their session number e g S01 and fields are identified by their field number e g F02 with S01F02 indicating the first session and second field Upload Filenames locat
52. owledge is needed Simply create your familiar forms right on your PDA Designed by Symbol Certified Programmers TracerPlus incorporates time saving features that are not seen in any other applications Data Entry Validation Auto Find and After Scan Settings are just a few of the features that will save you time and money If you or your company has to collect data TracerPlus is the right choice Common TracerPlus Applications Inventory Management Asset Management Courier Receipt Printing Library Book Tracking Route Delivery Management Vendor Managed Inventory Remote Store Management Computer Inventory Job Material Management Time Tracking Trade Show Visitor Tracking Electronic Signature Capture 1 2 New Features in TracerPlus 2 8 TracerPlus 2 8 introduces exciting new features that significantly enhance the capabilities of TracerPlus mobile data collection software Inter related lookup tables are incorporated in the Professional version of TracerPlus Lookup tables enable users to define sessions that reference other sessions for field data Common uses for this feature include incorporating price lists and part lists into a mobile sales application Calculated fields and field parsing give TracerPlus users even greater flexibility Perform math calculations between multiple fields with the new calculated field type in TracerPlus Pro Field parsing allows TracerPlus users to parse field data or barcodes Sc
53. p the TracerPlus icon Select the mode you want Standard or Pro then click the Try It Button Click the New button to create a new record Test your scanner by scanning a barcode Refer to your scanner s hardware manual for instructions on activating the barcode scanner Click the Done button to save the barcode just scanned To begin customizing your TracerPlus data capture experience proceed to the session setup portion of this manual 2 3 Installing TracerPlus on Multiple PDAs Before installing TracerPlus on multiple PDAs it is recommended that each PDA be HotSynced at least once with Palm Desktop and assigned a PDA user name With TracerPlus installed on your PC use the PDA Installer to select the PDAs you want to install TracerPlus on The PDA install tool can be found on your PC click on Start Programs PTS Tracer Plus and select the PDA Installer icon Then simply HotSync each PDA and TracerPlus will be installed TracerPlusM 0002 810 AllPrograms fa PTS gt f i TracerPlus 2 8 Browse Data Files Documentation TracerPlus Documentation Tutorial PDA Installer Registration Info 2 4 Registering TracerPlus TracerPlus is an application that requires registration for full functionality The trial version of TracerPlus limits the number of records transferred to and from the PC to five and the number of sessions to two Once TracerPlus is registered
54. pace C Clears the current entry Cancel Clears the current entry and returns the user to the data entry screen NOTE to enter a decimal point double tap in the Graffiti area Read Only When the Read Only option is selected the user does not have the ability to enter data in the selected field This is commonly used in conjunction with default values and Variable type fields Update on Main Find When the Update on Main Find option is selected records found from the main screen will automatically have their variable fields updated 4 2 3 Validation Field Settings Validation Field Settings allow the user to exhibit controls that check the accuracy of the entered data Field Settings Validation Session w Packing Slip Field1 Nome Packer s Fie Type pagent CL MRNA Field3 Field4 Validation Fields 4 After Scan Drop down O Validate Immediately Unique O inRecord O in Table O Must Match w Packers Min Len 0 Max Len 0 TracerPlusM 0002 810 29 Validate Immediately This option represents whether or not a field should be validated immediately after it is entered When Validate Immediately is not selected and Validation settings do exist the field data will still be validated when the record is submitted Unique In Record When selected this option prevents duplicate data values within the current record If a field is submitted and it violates the Unique In Record setting an
55. pe drop down Press the Options button From the Calculated Field Dialog Press the following 1 2 3 Press Done From the Entry screen this calculation will now be performed on a successful scan or when the down key is pressed Lookup Fields Pro Version Only A Lookup field is populated with data from another session When properly configured a Lookup field matches a value in the current session to the Sort On Field Chapter 3 of another session If that record is found in the lookup session the assigned field data is populated in the current session s assigned field As an example this could be a customer name based on an entered customer number or a part description based on an entered part number To configure a Lookup field select Options in the General Field Settings screen 1 Select Options from the General Field Settings Field Settings General Session ww Packing Slip Field Mame Employee Field2 Type Lookup Field 3 Fieldd General Fields After Scan Drop down Data Type General Default E Visible E Show in Grid wf Use PopUp O Read Only O Update on Main Find TracerPlusM 0002 810 25 2 Then configure the following settings Lookup Settings Lookup Settings Use session w Packing Slip To display value of w Field2 Based on value frorn w Fieldi Mot found message not found Use Session From this drop down select the se
56. poses HN i d beseses ad etit etit e etd d esas dis del ioo ro nero ce Deco edo ro dedo cade co a d ps Loa Edt New If you are manually entering data you must click the Find button If you are scanning data this is done automatically when you scan a barcode value Additionally there is a session setting that enhances the operation of this Find feature Using Session settings you may set the option to Edit on Find Refer to section 3 2 1 for more information regarding these settings 5 5 Filtering This option enables TracerPlus users to filter the database to only records that match a specific field value By enabling filtering users can refine data collection tasks including asset management order management and shipping Follow the directions below to use the Filtering feature TracerPlusM 0002 810 35 Chapter 5 Managing Data 2 In the Select Data Filter screen Check Enabled 1 Tap the Recs label in the Data View screen Select Data Filter Tracer 2 Recs Sessioni w Inventory Item LocatiofOty Date EAEE AEAEE AEETI a A A AEAEE ETETE A AAEE A A AEAEE E EEEE A AEAEE A AEAEE eA E EEIEIEE Aaaa Saaai E EIEEE d 4 HL SES oes ox ad s es e e e te c e H e T a 2 ch d Ses es SiS a e s e e a e 2 e e es 6 Ses e e 2 2 2 2s i S e 2 35 OMS ten es x ad d 2
57. power of TracerPlus we strongly recommend that you read this manual completely However with only a basic understanding of Chapters 3 and 4 a user can begin to create basic applications with TracerPlus If you wish to send data to a PC or retrieve a database from the PC Chapter 5 should be read thoroughly Finally if a system administrator needs to deploy TracerPlus sessions to a mobile workforce Chapter 7 should be read thoroughly In order to ease the learning process of TracerPlus a registered user receives free email support for 30 days from the date of purchase Purchase of extended support agreements is also available offering both email and phone support 1 5 Barcoding with TracerPlus TracerPlus is designed to speed data entry with or without a barcode enabled PDA Popup menus time date stamps and auto submit features allow users to collect data faster and more accurately However to discover the full power of TracerPlus we recommend using a barcode enabled PDA A list of the current barcode enabled PDAs supported by TracerPlus are listed below All of these units are available for purchase at http Awww ptshome com Current Palm OS barcode enabled PDAs include SPT 1500 1550 Series by Symbol Technologies SPT 1700 1800 Series by Symbol Technologies Meazura Bar Code Terminal by Aceeca Plug N Scan barcode System for any Palm Pilot by PTS CSM 150 barcode Module for Handspring Visor by Symbol Discontinued Momentum II barcode
58. rPlus 2 8 Browse Data Files LI A Documentation TracerPlus A A Documentation Tutorial 77 PDA Installer Registration Info 5 7 3 Linking TracerPlus Session Data to an MS Access Table Microsoft Access is an affordable and popular database that can be utilized to manage TracerPlus data To import TracerPlus session 1 data file name S01 data txt follow these steps In MS Access open your database or create a new database Select File Select Get External Data Select Import oo FY N In the Import dialog box select Files of type Text files txt TracerPlusM 0002 810 37 7 Inthe file name list box enter SO1 data txt 8 Select Import 9 Follow the Import Wizard steps to complete the import PTS also offers an add on product to directly connect to your ODBC database including MS Access that may be a better solution for many users This application is discussed in more detail in section 5 7 5 or visit www ptshome com for more details about ODBC Link for TracerPlus 5 7 4 Linking TracerPlus Data to an MS Excel Worksheet MS Excel allows text files to be opened directly in Excel Following just a few simple wizard dialog screens allows most users to painlessly view their data in an easy to read MS Excel worksheet In MS Excel select File Open Browse to the TracerPlus generated text file Select the file and Click Open Answer any questions regarding the type of data file as is appropr
59. rPlus behaves just like it would after receiving a valid barcode scan If for example the Auto Submit flag is enabled for the current field and the user presses the Down Arrow key the current record is submitted and all of the After Scan field settings for the field are respected including the Go To Field This is especially useful for the users that do not have a barcode enabled PDA 5 4 Finding Data While in the Main Screen TracerPlus users can search the session database by using the Find feature Follow the directions below to use the find feature 1 Select a field to search 2 Scanor enter data into the Find Field 3 Click the Find button Sessioni w Packing Slip SessionO1 w Packing Slip Pack Date Time Emplo C345 05 26 15 34 46 JD AJD ge sd 7 b 34 4 eS aoe RIMIS SEES chat S85 oe s 73 oe Ses i as 1 23 55 ane oes tte etl 33 ds n tt oS d e e ORO ed rH Sd cae te ed s Sd S ES 3 ds 3 ue S 3 S ds 2s rH e 000905 SS ttt 2 a te Septet ps ree des teta SE ttt 33 es e 25005 e ad 2 e 2 d 2s an 2s A 3 z MEE Sese Ms um i m 3 3 e Ses ed ed ad n cece Sects 2 Sess end peocoosos Bete is rat peoc50505 3090505 dtd dus die ds e ds Beate ated e BK
60. s ed 2s ed 2s 3 S 2s d ed 3 eese EET A EEIE A EE ETETE A A ETE a EE TE A EREE A A EEA ETER A EATE e A E TEE R ETIE EIEEE EEEE OAEIAE AEAEE A EEEE EN 2 s S 2s 2 3 3 2 5 0505 es e a es 2 certs te e te x ed e EA 2s ad 2s SS petra es 2s ees 2 es i e e e 338 us S S s EEA XS un xx e AAEE SES SESSIES DUE A EETA ttt ATAATA TATATATA t Und RR SRESER pata eects X e ed EA ees ces etter d EEEE d oc ted ees e 2 2 e coo 2 2 2 2 2 2 TS d e Ses A ad aie 2s os ed os es d e d es e e e es e ed ges Ss s Ss des 3535 us h us x 33 z TE 338 3 ds 3 3 S e 3 Piet EREA HERR e T AEEA A EEA A AEEA A EEA A EEE AEAEE TAEA ASES Stoat REPOS A AEEA AEAEE A AAAA A AAEE E E DEDE x AAA EEEE AAAA EE AAAA A A EEEE EEE EEE EEEE EAEE EEE A AE E EEEE THEE A AAAA td 2 cece Craters EEEE 2 Bee ES d es e tet oth O os 2s 2 2 e e oh d es eh 2 e z de itat e ttd a e Ss e e 2 e e e e ces e 2 Sas ete Sch ots e 2 ees EEEE ed 2 MEE et eats ed perches Bees E x 2 e 2 e e H e 2 xm bores Eoo 2505 s Poe 25 nh ces e e e e pw e 2s e 2 e a e ad es Tw 3 Select the filtered field from 6 Only filtered Records
61. se lists either directly on the PDA or from a file on the PC via a HotSync data transfer Tracer Settings Drop down bession w Packing Slip Fielda Fields Drop down V Allow PC Update Modify TracerPlusM 0002 810 31 Allow PC Update This option allows the user to create drop down lists on the PC During HotSync these lists are loaded into the field and overwrite any existing drop down information saved on the PDA For this reason we offer the ability to disable the PC Update option This gives the user the ability to avoid accidentally overwriting any existing list information created on the PDA If you wish to allow list contents to be uploaded from the PC for a particular session and list this option should be checked If you wish to prohibit the PDA from getting updated list contents from the PC simply uncheck this option Chapter 5 refers to PC Operations in more detail Please refer to that section for more detail regarding list updates from the PC Modify Select the Modify button to directly edit the list contents on the PDA We discuss the steps in creating drop down list items in the following section 1 Select Modify 2 Select New Tracer Settings Drop down bession w Packing Slip Tracer Drop down Lists Session Packing Slip Field Transaction T Mame Packer i FieldS Drop down V Allow PC Update Modify 5 EX cep dat i Delete po DEOS OESS
62. ssion you would like to get data from To display value of Use this drop down to select the field to display from the selected Use Session session Based on value from This drop down is used as the comparison field The session which you are currently configuring uses this field to match against the Sort On Field of the session selected from the Use Session drop down list Note The source session for this lookup field must have the properly configured Key field as described in Chapter 3 Session Settings Not found message Configure this option to display a custom message if matching data is not found in a lookup table TracerPlusM 0002 810 4 2 2 General Field Settings General Field Settings allow the user to define the most basic field attributes These settings allow a TracerPlus user to remove visibility of a field establish default values numeric only fields and read only fields Data Type The Data Type represents the format of the expected data for the selected field Field Settings General bession w Packing Slip General Validation d General Numeric Date Vf Visible Time now in Grid M Use Popop LI Read Only O Update on Main Find General General is set to accept all data types in a field including date time stamps Numeric Numeric is set when the field is only used for numeric data When a field s Data Type is set to Numeric it does not accept any Alpha characters Date
63. st below Home Choose the Delete option and select Tracer 2 8 TracerPlusM 0002 810 10 Chapter 3 Sessions Chapter 3 Sessions TracerPlus allows users to create up to 32 unique data capture programs These unique programs are called Sessions Sessions are easily accessed from the Main Screen where captured data can be viewed and searched In this section you will learn how to configure session attributes to meet your data capture needs Chapter 4 details how to configure individual fields within a Session 3 1 Configuring Session Attributes The first step in creating a TracerPlus Session is to assign a name This name is displayed in the session menu and is selected by the user when collecting data editing field settings or editing session settings To create a Session name follow the steps below 1 From the data view screen select the Palm Menu button TracerPlusM 0002 810 11 2 Select Session Settings 3 Select the New button Session Settings General d 4 Td 35 oe J e nn e aed um General Hot Sync m ee Data Backup E uaa ERES RNA ote edd Os n s Start On Screen w Main Start On Field w Field1 D SortOn w Field1 O Edit on scan find in grid 2505 ettet ESSE dns w Fieldi de O Edit on click in grid 4 Enter the name of the session you are creating Session Settings General Sessi General
64. ttings It is recommended that these features be activated whenever possible NOTE The After Scan rules are triggered by both a completed barcode scan as well as pressing the Down Arrow key on your PDA Tracer Settings After Scan bession Packing Slip Fieldd FieldS EIC O Auto Submit wf Clear on Submit O Auto Find on Scan O Update Variables Go To w Field2 TracerPlusM 0002 810 30 Auto Submit This option represents whether or not to automatically submit this record following an After Scan event for this field If this option is chosen for the selected field the system automatically submits the record and sets the focus to the field selected in the Go To prompt for the selected field The form is then ready for a new record Clear On Submit This option is used to tell the system whether to clear the selected field after submitting the current record in the Entry screen If the current record is submitted as a result of an After Scan event or by clicking the Submit button all the fields with this option selected are cleared If the field has a Default Value that value is used instead of a blank entry Turning off Clear On Submit is especially useful if several records in a row will share a value for a field it saves the user the time of re entering the same data when entering several new records Auto Find on Scan When Auto Find on Scan is selected the database will search the
65. uld be removed form the PDA after a successful HotSync Note that if data is not successfully transferred to the PC as a safety precaution it will not be deleted from the PDA even when this option is enabled Archive PC Data Select Archive PC Data if you wish to archive any PC files transferred to the PDA during HotSync Any data files sent from the PC are renamed with a prefix of old after a successful HotSync if this option is selected In a multi user environment many users would not select this option because it prevents any other user from receiving updated PC files PC Files include both list contents as well as any session data needing upload to the PDA Note Without this option your upload files will be uploaded every time you perform a HotSync which may cause the HotSync process to take longer than necessary Use Custom HotSync Folder Pro version only If you wish to HotSync data to a specific folder on your machine specify it here This is especially useful if you are running automated processing scripts and have multiple users performing individual HotSync operations This option allows you to have all users HotSync their data to a common location The transferred filenames are changed to include the username that sent the data An example of a filename using this option is S01 data johnsmith txt When the Custom HotSync Folder feature is used the ToPDA folder is expected as a sub folder of the specified Custom Hot
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