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RioScan ScanSeek Manual

1. I Include this Field in the Data Exchange W Required Default to last value 7 Read only W Default to current time Lookup values from another Data Exchange Er lookup table gt r Cancel Done Finish 35 9 10 To designate a lookup table associate with a field choose the Data Exchange that contains the appropriate lookup values from the drop down list box at the bottom of the form Note Only existing Data Exchanges that have been designated as lookup tables are available in the lookup table list box It is good practice to configure lookup table Data Exchanges before configuring the Data Exchanges that use them ScanSeek Data Exchange Wizard Beer Choose a field name from the list below and then customize the way Scanseek uses the field Field Name l ConkactIb xl I Include this Field in the Data Exchange W Required Default to last value Read only Default to current time Lookup values from another Data Exchange eno lookup table r iZ fa Cable gt E u Finish The Lookup ID field associated with the selected lookup table Data Exchange must have the same type text number date time etc as the field you are configuring If the field types do not match you will see the following error See the section titled Data Exchanges as Lookup Tables for more information on creating lookup table Data Exchanges In addition to allowing you to inc
2. dialog box will appear ODBC Microsoft Access Setup 2 x Data Source Name exampleDB Select Database E en Database Name SEES exampleDB MDE coh Notice samples Dal Cancel gt gt och ER gt Program Files Help Syal Read Only I Exclusive be a o List Files of Type Drives i Access Databases m B c Network on this machine including NT services OF Cancel Apply Help y Browse to and select the database file that contains your data and then click on the OK button 20 9 Click on the OK button in the ODBC Microsoft Access Setup dialog box ODBC Data Source Administrator i E x Leer DSN System DSN File DSN Drivers Tracing Connection Pooling About System Data Sources Add SEO A Microsoft Excel Driver xls Remove di Configure An ODBC System data source stores information about how to connect bo the indicated data provider A System data source is visible to all users on this machine including NT services OF Cancel Apply Help 10 In the ODBC Data Source Administrator dialog box you should now see the new System DSN listed in the System Data Sources table Click on the OK button to close the dialog box and return to the desktop 21 Configuring a ScanSeek Data Exchange ScanSeek accesses an ODBC data source using a ScanSeek Data Exchange This section will explain how to setup an
3. yo y RIOS gt N RioScan ScanSeek V2 0 User s Manual Copyright 1999 2001 RioScan Inc All Rights Reserved The RioScan logo and ScanSeek are trademarks of RioScan Inc Microsoft Windows Windows 95 Windows 98 Windows ME Windows NT and Windows 2000 are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries Palm OS Palm Computing HotSync and the Palm Computing Platform Compatible logo are registered trademarks and Palm the Palm OS logo and the HotSync logo are trademarks of Palm Inc or its subsidiaries All other trademarks and registered trademarks are the properties of their respective owners ALL SOFTWARE AND DOCUMENTATION INCLUDED IN PRINT OR IN ELECTRONIC FORMAT ARE SUBJECT TO THE LICENSE AGREEMENT INCLUDED AS PART OF THE SCANSEEK INSTALLATION How to Contact Us RioScan Inc 2220 Boston Street Suite 200 Baltimore MD 21231 Voice 1 866 474 6722 Toll Free 1 866 4RIOSCAN Fax 410 385 8559 Email support rioscan com Table of Contents RIOSCAN SCANSEER unse ae 7 WHAT ISRIOSCAN SCANSEERK mirena E ee De ui 7 SYSTENEREOUIRE MENTES ae at are a ee ld Re eb Een 8 BEFORE INS PA IEA LO Neon ee a dede ln 8 INS TAI TION en ee eR te ar he ala pe a Set be le ee PE roe O E 9 ABTERINSTALLATION GENE as ss ae be o a dd 9 INSTALEING THE HANDHELD SORT WARE EEE ee e OS a 10 REGISTRA MON ee iss ee elta 10 GETTING STARTED u 11 CREATI
4. Adam Bede George Eliot 412 00 0 14 043121 7 3 Great Expectations Charles Dickens 39 95 0 14 043003 2 4 Jane Eyre Charlotte Bronte 0 95 0 14 043011 3 5 The Adventures of Huckleberry Finn Mark Twain 5 95 0 14 043018 0 6 Wuthering Heights Emile Bronte 30 95 0 14 043001 6 N N J 0 OT Be 0 R Co Pos o 2 Select Tools gt ScanSeek Analyzer from the menu bar 3 Inthe ScanSeek Analyzer dialog box select the named range to validate from the drop down menu Click on the Analyze button to continue ScanSeek Analyzer ES xj Select the named range you want bo analyze example Cancel 4 If problems are discovered concerning elements in the named range the ScanSeek Analyzer will display one or more confirmation dialog boxes Click on the Yes buttons for each of the dialog boxes if you would like the analyzer to fix the problems encountered ScanSeek Analyzer a ix One or more column headings are invalid Do you wank me to Fix chem E o Cancel ScanSeek Analyzer One or more cells in the range are locked or protected Do you wank me to Fix them Mo Cancel Example confirmation dialog boxes 5 When the ScanSeek Analyzer has corrected all of the problems it encountered a dialog box will be displayed summarizing the analyzer s work 14 ScanSeek Analyzer Summary x Analysis Results for example Invalid column head
5. Apply Help Enter the Data Source Name and Description into the appropriate fields The Data Source Name can be any meaningful name Click the Select Workbook button 4 After clicking on the Select Workbook button the Select Workbook dialog box will appear L Database Name Directories OK E jexampletile xls c scanseek Lancel gt A exampletile sla E gt ScanSeek W Read Only br List Files of Type Drives Files xls c Network the indicated data provider 4 system data source iz visible to all users on this machine including MT services OF Cancel Apply Help Select the desired Excel file and click the OK button Uncheck the Read Only checkbox if you will be uploading changes from the handheld back to the spreadsheet 18 5 Click on the OK button in the ODBC Microsoft Excel Setup dialog box IODBC Data Source Administrator 21x EN YA User DSN System DSN File DSN Drivers Tracina Connection Poolina About ODBC Microsoft Excel Setup A E Data Source Mame examplefile OF Description Scans eek Example Bares Database Wersion Excel 37 2000 Workbook C ScanSeek examplefile xls Select Workbook Uze E t Direct i 7 Use Current Directory Options gt gt An ODBC System data source stores information about how to connect bo the indicated data provider A System data source is visible to all us
6. Add button to display the Create New Data Source dialog Dox IODBC Data Source Administrator fee 3 a 21 xi Create New Data Source a E 2 x Microsoft Access Treiber mdb Microsoft dBase Driver dbt Microsoft dBase YFP Driver dbf Microsoft dB ase Treiber dbf Microsoft Excel Driver xls Microsoft Excel Treiber xls Microsoft FoxPro WFP Driver dbf Microsoft ODBC for Oracle Microsoft Paradox Driver db hdi meda P ar adan Treiber 2 Jh 1 Ta e m e o ln l l Back Cancel Select the data source s file type and click Finish To continue configuring a data source that references a Microsoft Excel spreadsheet choose the Microsoft Excel Driver click Finish and proceed to Step 3 To continue configuring a data source that references a Microsoft Access database choose the Microsoft Access Driver click Finish and proceed to Step 7 17 3 After clicking on the Finish button in Step 2 the ODBC Microsoft Excel Setup dialog box will appear Data Source Name exampiefile OF Re Descriptions Scans eek Example Estas Database Version Excel 97 2000 Workbook Select Workbook Use E Mec F Use urent Directory De n ODBC System data source stores information about how to connect bo the indicated data provider A System data source is visible to all users on this machine including NT services OF Cancel
7. To register your software you will need both the Product Code and the serial number displayed on the handheld by ScanSeek The Product Code which identifies the product you have purchased is found in the software box that the product shipped in Once you have both your handheld serial number and Product Code available visit http www rioscan com register html to register your software After completing the software registration process you will be issued a license code To enter the license code in the ScanSeek application tap the line labeled License Code and enter the code using your stylus If you have been issued a license barcode you may scan the license barcode instead of entering the license code by hand Tap OK when you are done RioScan Contact Information Email support rioscan com Web http www rioscan com Getting Started Following successful installation of ScanSeek see the Installation section of this manual the installation program will return you to the Windows desktop This section will guide you through the steps involved to configure and register an ODBC data source for use with ScanSeek ODBC Open Database Connectivity is an open standard designed to support generic access to a wide variety of databases and database like files Data Sources are system resources designated by a Data Source Name that applications such as ScanSeek can utilize to send and receive data To support access to your databa
8. and finish configuring your Data Exchange Summary Data Exchange Name exampleData Input Data Source best Table Test53 Search Field SerialNumber Lookup ID Field SerialNumber Lookup Display Field ItemName Unique IDs Output Data Source best Table Test55 Cancel Back Finish ScanSeek will attempt to validate your new Data Exchange configuration by verifying that all necessary attributes e g ODBC Data Source search field have been assigned and all field options are valid If ScanSeek finds any errors an error box will be displayed and the Data Exchange will be marked as Inactive 28 When possible an additional message window will be displayed describing any errors found in more detail 12 In the ScanSeek Data Exchange dialog box verify that the checkbox to the left of the newly created Data Exchange is selected marking the Data Exchange as Active Note Only Active Data Exchanges will be downloaded to the handheld You may want to de activate a Data Exchange if you have more than one application you are using with ScanSeek but only want to use one at a time or if you want to keep ScanSeek from synchronizing each time you HotSync ScanSeek Data Exchange E E O P ol x File Help Only active items will be available for HotSync esampleDl ata 13 To close the dialog box and exit the program click on the X button in the upper right hand corner of the ScanSeek
9. be written to the HotSync log and ScanSeek will not continue synchronizing Once HotSync is complete ScanSeek is ready for use on the handheld If any errors occur during synchronization the HotSync Manager application will indicate that errors have been written to the error log HotSync Problem G Synchronization generated one or more messages Please see the HotSync Log for details E View Log Advisory Warnings This section contains important information about various configuration and usage issues that can cause problems when working with ScanSeek Changing Data Structures Once a ScanSeek Data Exchange has been configure and synchronized to the handheld the system assumes that the original data structure for that Data Exchange will not change If the number type or order of any data field changes ScanSeek will have difficulty determining how to post changes made on the handheld As a result ScanSeek will refuse to synchronize a Data Exchange when it determines that either the original ODBC Data Source or the Advanced Field Settings are no longer consistent with the data structure on the handheld The proper way to change a data structure is as follows 1 Mark the Data Exchange you want to modify as Inactive by unchecking the Active checkbox in the Data Exchange list on the PC 2 Synchronize all handheld devices to upload any data residing on the handheld back to the PC 3 On the handheld the Data Exchange
10. field begin by clicking oft Feta in the list box This data exchange is a lookup table ScanSeek Data Exchange Wizard Choose a field name From the list below and then customize the way Scanseek uses the field Field Name El DepartmentID ConkactIb EJE I Include this Field in the Data Exchange Required Default to last value Read only Default to current time Lookup values from another Data Exchange eno lookup table r Cancel Done ext gt Finish 4 To indicate that a particular field should not be included in the Data Exchange and therefore will not appear on the handheld uncheck the Include this field in the Data Exchange checkbox The search field for the Data Exchange must be included Attempting to uncheck the Included box for the search field will result in the following error message 5 To indicate that a field is required check the Required checkbox Notice that the Read only checkbox is unavailable for required fields When editing a record on the handheld required fields must be filled in before saving ScanSeek Data Exchange Wizard Choose a field name From the list below and then customize the way Scanseek uses the field Field Mame El OldAssetlD DepartmentID ConkactIb I Include this Field in the Data Exchange 7 Required Default to last value Read only Default to current time Lookup values from another Data Exchange eno
11. for each record e If you are downloading information from an existing data source do you want to limit the download to a subset of the fields in a particular table or named range Example Your database records include accounting information that will never be entered on the handheld You want to download all the fields except those related to accounting functions e Are you modifying or copying data from records for which one or more fields should not be changed Example You are scanning participants entering an exhibition hall When you scan a badge you want to verify participant information and record the date and time of the scan You don t want to change any information except the date time e Are one or more fields in your application required Example You are taking inventory and want to make sure that a current location is entered for every item scanned e Will the application be used as part of a work process in which data changes rarely between scans Example You are taking inventory and want to retain the last item number and location between scans until you manually change them e ls your download data source the same as your upload data source Example You are downloading an initial inventory list from one table in your database but are uploading all collected data into a separate changes table Configuring a Data Exchange In order to configure your ScanSeek application to work with your handheld device you must set u
12. record The carried over value will remain the same until manually changed by the handheld user Once changed the new value will again be carried over between records and so on ScanSeek Data Exchange Wizard Choose a field name From the list below and then customize the way S5canseek uses the field Field Name W Required M Default to last value Read only Default to current time Lookup values from another Data Exchange eno lookup table r Cancel Done ext gt Finish 8 By default the current date and time will be used for every date time field whenever a user adds a new record on the handheld This is not the behavior however when copying an existing record By default the value of the original record is copied along with the rest of the data when copying In cases where the copied record represents a template record and an included date time field represents a timestamp for the newly created record check the Default to current time option for the timestamp field Note The Default to current time option will only change the behavior of ScanSeek when copying existing records New blank records always default date time fields to the current date time regardless of this option ScanSeek Data Exchange Wizard ae i a Choose a field name From the list below and then customize the way Scanseek uses the field Field Name Model SerialNumber Dake Acquired StatusDate
13. referenced by an ODBC DSN Data Source Name DSN The name given to a configured ODBC data source field A single piece of data within a record In a spreadsheet each cell will be a separate field HotSync Manager A utility application provided by Palm Inc that enables data transfer between applications on the handheld device and a PC license code A unique number generated by RioScan using a handheld serial number and ScanSeek product code Open Database Connectivity ODBC A standardized database access method developed by Microsoft Corporation The method provides a way for applications to access data from other applications through the insertion of a middle layer known as a an ODBC driver ODBC System DSN An ODBC data source that has been configured for access by all users on a PC ODBC User DSN An ODBC data source that has been configured for access by a specific user on a PC PC Personal Computer handheld serial number A unique serial number generated ScanSeek on a handheld device The serial number is obtained from either system read only memory or from an electronic code embedded in a Springboard scan module system tray An area of the task bar reserved for the presentation of application shortcuts and status icons Introduced with Microsoft Windows 95 unique identifier A data field in a database table that contains a unique value This value allows you to sort data It may also be referred to as a unique key
14. text description would be the Lookup Display Note Whenever possible your Lookup ID should be the same as your Data Exchange search field Not doing so can cause considerable slow down in the handheld application particularly with large lookup tables When you are done click the Next gt button and proceed to step 8 in the section titled Configuring a Data Exchange 31 Separate Output Option There are many reasons to use a separate data source for upload In some cases information policies of your organization may require that the original data sources must not be tainted by new data from external sources In other cases the download data source contains a set of pristine templates or records that are copied as the starting point for new data In such cases you will often want to upload data to a separate spreadsheet database or file that only contains newly collected data ScanSeek Data Exchange Wizard You may customize the manner in which Scanseek will collect and process your data by selecting one or more of the Following options MT Only allow one record per search Field 7 all changes result in new records Cancel Back Next gt Finish By configuring a separate output ScanSeek will write all changes to a different upload data source That upload data source and corresponding range table must match the download range table closely The target upload table must use field names that c
15. 53 RE INSTALLING THE HANDHELD SOFTWARE ccccssccsccssccssccscccsccsceuccesccuscesccuscescesccesceuscesscesceuscesceussenscs 53 TROUBLESHOOTING AND SUPPORT 55 GLOSSARY OF TERMS RioScan ScanSeek Thank you for purchasing RioScan ScanSeek ScanSeek is a breakthrough application that will allow you to download any ODBC Open Database Connectivity data source to a Palm OS handheld device Through the handheld data can be added deleted and edited and then uploaded back into the original database on your PC ScanSeek is optimized for use in barcode enabled data collection applications You can easily create portable data collection systems by linking ScanSeek to a Microsoft Excel spreadsheet a Microsoft Access database or a variety of other data sources You can even build a PDA front end to your existing legacy system or server database in minutes ScanSeek has a considerable advantage over traditional data collection packages because it is Palm OS based and ODBC compliant What is RioScan ScanSeek ScanSeek is an easy to use tool that allows you to rapidly build portable data collection applications based on nearly any data in your enterprise If you have data in any ODBC data source such as Microsoft Excel Microsoft Access ASCII text Oracle Microsoft SQL Server or most other common formats ScanSeek can assist you to build a data collection application based on that data Product features inc
16. D c P ads 5 Or d W Dont use login information Hint IF your ODBC data source is not listed you may need to add it as a new System DSN in the ODBC Control Panel Select lt new gt from the pulldown Cancel Back Next gt Finish 7 The wizard will prompt you to enter either the name of a range if you are using a spreadsheet or the name of a table if you are using a database Use the drop down menu to specify the range table to be accessed Next specify the field to be used from the data source as a search field using the second drop down menu ScanSeek Data Exchange Wizard Choose the table or range within your data source that contains the data you want bo download Test x Choose the field that will be used to search for and identify your data records Serialum Y This data exchange is read only F This data exchange is a lookup table Advanced Cancel lt Back IE E Einish 26 8 In choosing your search field keep in mind that this is the field ScanSeek will use to scan search and identify individual records In many cases the search field will correspond to the unique record identifier or primary key for your database table It will also be the first barcode scanned in most barcode scanning applications Under the search field selection ScanSeek has two options that allow you to customize the application s behavior This Data Exchange is read only The fi
17. Data Exchange dialog box 29 Data Exchanges as Lookup Tables Lookup tables provide a method to associate the records from one Data Exchange as a list of options for a field in another Data Exchange In database terms lookup tables create a relationship between two tables For example you may use one Data Exchange to represent all possible inventory locations in your building A second Data Exchange may represent actual inventory records including an SKU a location and a count of items in that location Using the first Data Exchange as a lookup table for the location field in the second Data Exchange will allow you to limit those records to only hold valid locations In addition ScanSeek will provide a drop down list box on the handheld for choosing the valid locations from a list eliminating data entry errors The steps below will guide you through the setup of a Data Exchange as a lookup table 1 Begin by following steps 1 through 7 in the section entitled Configuring a Data Exchange 2 After configuring your download table and search field click on the checkbox that reads The data exchange is a lookup table Click on the Next gt button ScanSeek Data Exchange Wizard Choose the table or range within your data source that contains the data you want bo download Testss T Choose the Field that will be used to search for and identify your data records SerialNumber This data exchange is read onl
18. NG AN EXCEL SPREADSHEET AS A DATA SOURCE cccsccoscccsccsscssccscccsccscccscsssccsscscssscesscesesescess T2 INSTALLING SCANSEEK ANALYZER FOR MICROSOFT EXCEL nn 13 USING SCANDEEK ANALYZER ee ee see a N EA 13 SETTING UP OPEN DATABASE CONNECTIVITY ODBC isidro 16 CONFIGURING A SCANSEEK DATA EXCHANGE 23 PLANNING DATA EXCHANGE S aire E ne a a ode ea So 23 CONFIGURINGA DATA EXCHANGE oidos 24 DATA EXCHANGES AS LOOKUP TABLES tica 30 SEPARA TE OUTPUT OPTION Sa See ee Saas ee en a a a a 32 ADVANCED PIELD SETEINGS 3 2 ee sen a 32 WORKING WITH SCANSEEK ON THE PLAN DIED coco sen 39 SESREIINGLORSERECOR Dee es ee ee ee See ee 40 ADDINGANEW RECORDS cis 40 COPYINGA RECORD da 41 EDIENG A RECORD san 41 AAA AAA a a Ae Oey Ce Ten rere 42 ONG IMEC SC F Gaia Be hat et dia A A A aes Ratan 42 PAINE SOCIO ONE OA nis nahe net a et 42 BARS DOBlean Fold anne Dee Nee ee 43 PIN WIDOT Time FCI zen ans A A aa ae M ed etl 43 Edino a Lookup Field fret Ais ee ta 44 DELETE A RECORD a nee 45 HANDHELD PROGRAM PREFERENCE Sorrera uses 45 CHANGING DATA EXCHANGE St Rida 47 DEE DING A DATAESCHANGE e e ade de leed ee ee 47 WORKING Wile A BARCODE SCANNER ai io dde 49 SYNCHRONIZING DATA THROUGH HOTSYNC 0 ccscccsccccccccsccccccccccccscccscccsccccscccsccccsccceecees 51 ADVISOR Y WARNINGS 2 cccccccccccsccssssscsscesssesssessessssssescessnssesseeesee 53 CHANGING DATASIRUCTURES itis so a Be sehen 53 ROSS LOOK UP ECOS ee Een ee a 53 DYING REGULARLY Sa a
19. PC and ensure that each has a valid configuration Each handheld Data Exchange that contains new or modified records is compared to the PC Data Exchange If the number names order and type of the fields match synchronization will continue If not ScanSeek will write an error message to the HotSync log and will not continue synchronizing Data from each Data Exchange is transferred to the upload data source ScanSeek chooses the order of upload e g which Data Exchange is uploaded first second etc based upon dependencies between lookup fields and lookup table Data Exchanges If errors are encountered while writing data to the data source ScanSeek will place a log file in the main application directory usually C Program Files ScanSeek The log file will have the same name as the Data Exchange followed by the suffix log Each line in the log file will correspond to the data source record being written to in comma delimited format In addition specific details of the error encountered are written to the application log See your operating system documentation for more details on where to find the application log Once data upload has been completed ScanSeek clears all data off the handheld and begins downloading data for each Active Data Exchange Although upload occurs for all Data Exchanges on the handheld only Active Data Exchanges will be downloaded lf errors are encountered during download to the handheld they will
20. a sort key or an index
21. aken to a detail view in which you may copy the existing record by tapping on the Copy button Choose the Add new instead of copying option if you would prefer to create new blank records and proceed directly to the Edit view Hide lookup Data Exchanges Choose this option to hide all lookup table Data Exchanges in the Choose a Data Exchange screen This option is often useful in applications that use a single data collection Data Exchange and multiple read only lookup table Data Exchanges Auto Scroll when scanning For barcode enable handheld devices ScanSeek has been optimized to support multiple scan workflow When this option is chosen ScanSeek will automatically set the current editing focus to the first empty text field in the application indicated by a solid underline beneath the field value After each scan ScanSeek will move the focus to the next empty field following the scanned field If no more empty fields exist and the user has not manually edited any fields ScanSeek will indicate completion of record editing with three short beeps Pressing the scan button a final time will indicate acceptance of the record and ScanSeek will proceed as if the Done button had been pressed See the section titled Working With a Barcode Scanner for more information 46 When you are finished customizing ScanSeek Preferences tap the OK button Note Preferences are shared by all Data Exchanges in the application Change
22. ame Date E Addre Je To Ec Memo ailt Exper Install Install Enekar Configure Rename Delete 5 After naming the Data Exchange the ScanSeek Data Exchange Wizard will appear Follow the wizard s on screen instructions to complete the configuration of the new Data Exchange Click on the Next gt button to get started ScanSeek Data Exchange Wizard Welcome to the Scan Seek Data Exchange Wizard This wizard will walk you through creating and configuring a new Data Exchange 7 Don t show this message again Cancel Back IE E Einish 25 6 The wizard will ask you to choose the ODBC data source where the target data will be stored A drop down menu will list the names of properly configured ODBC data sources System DSNs If you have not yet configured a data source choose the lt new gt option to bring up the ODBC Data Source Administrator See the section on Setting Up Open Database Connectivity ODBC for more information Note The data source may require a User ID and Password if this is the case you may enter that information into the appropriate fields in this dialog box Contact your System Administrator for assistance if you do not know the User ID and Password When all information has been entered correctly click on the Next gt button ScanSeek Data Exchange Wizard Choose the ODBC data source that you will use to download information to your Palm device User I
23. andheld software application we advise the user to first delete the application from the handheld and then install it again from the PC using the Palm Installation Tool Not deleting the application before reinstalling may result in unstable program behavior on the handheld 54 Troubleshooting and Support Up to date troubleshooting and Frequently Asked Questions information is available on line at http www rioscan com Please visit the site regularly for information on patches upgrades and other important information Contact your RioScan software reseller for information about obtaining an annual telephone support contract We are always available to answer questions via email Send your technical questions feature requests and other comments to support rioscan com Glossary Of Terms conduit Software that extends the functionality of the HotSync Manager application Conduits are used to exchange data between the Palm OS handheld and desktop computer ScanSeek uses a conduit to transfer data between the handheld and PC Data Exchange The virtual connection configured within the ScanSeek Data Exchange Wizard that refers to a specific ODBC DSN and establishes relationships associated with fields contained in the DSN and the ScanSeek application A Data Exchange is the combination of data and configuration information data source The source of information data records usually in the form of a database file or spreadsheet
24. arch field or scan a barcode from the Seek in screen If writing tap the OK button ScanSeek will prompt you to confirm the creation of a new record Tap the Yes button to continue Seek mnexoamplebata o fl SerialMumber ItemMane EE E aida la Add new record CP The id you entered was not found in the database Would you like to add a new record ScanSeek will then construct a new record and display the Edit screen You will notice that the Edit screen looks similar to the detail view of the record You can differentiate 40 between the two by observing that the Edit screen uses a bold font to display field information and provides extra spacing between fields Record 1 of IA SeleridalMumb 33445 Copying a Record lf your Data Exchange was configured with the All changes result in new records option the detail view screen will include a button labeled Copy To copy the record and begin editing simply tap on the Copy button Record 1 of IA Serigdldumber 33445 temMame Editing a Record To edit a record you must Add a new record Copy an existing record or choose the Edit button from the record detail view The Edit screen displays the name of each field in the Data Exchange followed by the field data Longer field names may be truncated To edit a particular field tap on the field data The manner in which you edit a field depends upon the field s type which is automatica
25. below an Edit screen is shown in which the ltemName field uses another Data Exchange as a lookup table You may choose any of the lookup records listed or add a new record to the lookup Data Exchange by tapping the lt New gt entry Record 1 of IA SeleridalMumb 33445 New gt 266 Mhz Laptop 400 Mhz Laptop Serial Printer Cable After tapping lt New gt ScanSeek will change the Edit screen to show the lookup Data Exchange In this case the record only has one field whose initial value is set to lt change this gt To enter a new ItemName tap on the lt change this gt entry and change the text in the popup text box When finished tap the x button in the text box and then the Done button in the Edit screen Record 1 of ay ScanSeek will then return you to the original record you were editing Notice that the ltemName field has been set to the new value you entered 44 Record 1 of O OO SeleridalMumb 33445 Delete a Record To delete a record begin by selecting the record from the Seek in screen or alternatively by editing the record in the Edit screen Next tap on the silkscreen Menu icon located on the lower left corner of your screen next to the Graffiti writing area Choose the Delete Record option from the Program menu You will be prompted to verify deletion of the record Tap Yes to delete the record Once you have deleted the record you will be returned to the Seek in screen Recor
26. d 107 7 MA SeriolMdumber 33445 temMame Delete Record CP Are you sure you want to delete the current record Note To cancel the creation of a New record while in Edit mode simply use the Delete Record menu option Handheld Program Preferences The ScanSeek handheld application allows you to customize the way your data collection application works through a set of program Preferences To change your program Preferences tap on the silkscreen Menu icon located on the lower left corner of your screen next to the Graffiti writing area Choose the Preferences option from the Program menu The ScanSeek Preferences dialog will appear ScanSeck EEE hoose a Data Exchange exoampleData Scaonseek Preferences BY Don t ask when adding new O Add new instead of copying O Hide lookup Data Exchanges Pf Auto Scrall when scanning 45 The following four options are available 1 Don t ask when adding new Choose this option to avoid having to verify the addition of each new record by tapping Yes on the following screen Seek mnexoamplebata o fl SerialMumber ItemMane SE E aida la Add new record CP The id you entered was not found in the database Would you like to add a new record 2 Add new instead of copying If your Data Exchange has been configured to use 4 the All changes result in new records option each time you write or scan an existing search field value you will be t
27. d configure a Data Exchange Planning Data Exchanges ScanSeek provides a great deal of flexibility in configuring your ODBC Data Source into a useful data collection application Each set of data that you work with in ScanSeek along with it s associated configuration information is known as a Data Exchange Before configuring a Data Exchange you should think through the following questions Doing so will help you work with the ScanSeek Data Exchange Configuration Wizard to choose the correct options for your application e Will every data record consist of a unique identifier or barcode along with some associated information Example Each record describes a piece of equipment identified by a unique serial number There will never be two records with the same serial number e Alternatively will most records be duplicates of template records with minor changes between records Example Each record describes a maintenance task performed on a piece of equipment In this case the equipment serial number may appear in many records although each record may have a different timestamp or work detail e Are some fields in your records limited to a specific set of values Are these values enumerated in a database table or spreadsheet named range Example A field in your record indicates the Model Number of a piece of equipment You would like all known Model Numbers to appear in a drop down list on the handheld rather than have to re enter them by hand
28. ers on this machine including NT services UK Cancel Apply Help 6 Click the Options gt gt button The ODBC Microsoft Excel Setup dialog box will expand to reveal the Read Only checkbox Be sure to uncheck the Read Only checkbox if you want to upload changes you make on the handheld If you unchecked the Read Only checkbox in Step 4 it should already be set correctly Database Help ODBC Microsoft Excel Setup E jx Data Source Hame examplefile OF Description ScanSeek Example ance Version Excel 37 2000 Workbook C 5 sexamplefile xls Select Workbook Use Curent Directory Options gt Driver Rows to Scar E M Read Only Proceed to Step 10 19 7 After clicking on the Finish button in Step 2 the ODBC Microsoft Access Setup dialog box will appear ODEC Microsoft Access Setup I K e Data Source Name Description Cancel Database Database Help Select Create Repair Compact System Database I i i Advanced f None Database System Database on this machine including NT services Options gt OF Cancel Apply Help Enter the Data Source Name and Description into the appropriate fields The Data Source Name can be any meaningful name Click the Select button in the Database area 8 After clicking on the Select button the Select Database
29. he application after performing the HotSync function To begin working with a Data Exchange tap its name hoose a Data Exchange exompleData exdmpleLookup The Seek in lt data exchange name gt screen presents a summary view of the data in the Data Exchange The left hand column lists the search field value for every record The right hand column shows the first field in the Data Exchange other than the search field On the upper right corner of the screen you will see an icon that looks like a checklist Tapping on this icon will return you to the Choose a Data Exchange screen Seek in examplebata o l eriolNumber ItemMane 66 Mhz Laptop 400 Mhz Laptop Serial Printer Cable Searching for a Record ScanSeek provides a fast way to search for records in your Data Exchange To find a record begin writing the first few letters or numbers of the search field into the Scan text field at the bottom of the screen As you write ScanSeek will quickly move to the closest match Seek mnexoamplebata o fl SerialMumber ItemMane 66 Mhz Laptop Serial Printer Cable 400 Mhz Laptop Serial Printer Cable 66 Mhz Laptop Once you see the record you are looking for on the screen simply tap on the record to view it in more detail Alternatively you may write in the entire search field value and tap the OK button SeriolMdumber 33445 temMame Adding a New Record To add a new record write in the se
30. ing Book Title Invalid column heading ISBN Column heading Book Title changed to Book_ Title Column heading ISBN changed to ISBN _ You must have at least one column with a Text data type Range cells are now unlocked You must have 2 blank rows Following your range in order to add new records Done Click on the Done button when finished Then select File gt Save As Name the file and exit the application Ed Microsoft Excel examplefile xls B File Edit View Insert Format Tools Data Window Help Degas Fr Be A E A 4 i g 2 ara 0 B7U 3 H 8 El example Book_Title Sort Ascending IO A B A VS Ses aes 1 Book Title Author Price ISBN I 2 Adam Bede George Eliot 12 00 0 14 043121 7 3 Great Expectations Charles Dickens 9 95 0 14 043003 2 4 Jane Eyre Charlotte Bronte 30 95 0 14 043011 3 5 The Adventures of Huckleberry Finn Mark Twain 0 95 0 14 043018 0 6 Wuthering Heights Emile Bronte 30 95 0 14 043001 6 E A a a E J 0 OT Be 0d h Co D Spreadsheet following modification by ScanSeek Analyzer 15 Setting up Open Database Connectivity ODBC ScanSeek connects to a data source Microsoft Excel spreadsheet Microsoft Access database etc through Open Database Connectivity ODBC Setting up an ODBC connection to a data source in the Windows operating system is performed through the ODBC Data Source Administrator Note The p
31. ish 27 10 11 Only allow one record per search field Choose this option if your search field uniquely identifies a record and no two records will share the same search field value All changes result in new records Choose this option if your downloaded records are templates and you want all new records to be modified copies of existing records In this case the search field will not be unique Use a separate data source for upload Choose this option if you want to upload changes to a different table range or even different ODBC Data Source from your download See the section titled Separate Output Option for more information lf you have chosen to use a separate data source for uploading data you will be led through two additional screens that allow you to select an ODBC Data Source and table range for upload The ODBC Data Source and table chosen can be completely different from those chosen for download You will not be asked to identify a separate search field Once you are done configuring these options click on the Next gt button to continue The wizard will display a summary screen that shows an overview of the Data Exchange configuration Verify all of the information to make sure that the Data Exchange is configured properly Should you need to make corrections click on the Back button If everything is correct click on the Finish button ScanSeek Data Exchange Wizard Click Finish to save your changes
32. lly determined by ScanSeek during HotSync ScanSeek supports five different field types Text Integer Floating Point Boolean and Date Time Record 1 of ay Pote_ Time Jun 10 2001 canes Selec ues ones 41 Editing a Text Field To edit a text field tap anywhere on the text associated with the field Longer text values may span more than one line The text editing popup will appear This popup includes the field name in the upper left an editable text field a scroll bar may not be visible for short text fields and a Close button marked with an x Text on the popup may be edited through Graffiti the virtual keyboard or by scanning a barcode Editing an Integer Field To edit an integer whole number field tap anywhere on the line containing the number you want to change The virtual keyboard will appear with the numeric keypad displayed Use the numeric keypad to make any changes Tap the Done button to finish Record a Keyboard o Editing a Floating Point Field To edit a floating point number with decimal point field tap anywhere on the line containing the number you want to change The virtual keyboard will appear with the numeric keypad displayed Use the numeric keypad to make any changes Tap the Done button to finish Record a Keyboard i Editing a Boolean Field To edit a Boolean True False field tap on the True or False value displayed A pop up list box will appear containing the
33. lookup table r Cancel Done Finish 6 To indicate that a field is read only check the Read only checkbox Notice that the Required checkbox is unavailable for read only fields When editing a record on the handheld you will not be able to modify read only fields regardless of the read only status of the Data Exchange This option is particularly useful when using the All changes result in new records option for the Data Exchange In this case you may include necessary information in each record without allowing the handheld user to change the template part of the record ScanSeek Data Exchange Wizard Choose a field name From the list below and then customize the way Scanseek uses the Field Field Name I Include this Field in the Data Exchange FP Required T Default to last value Y Read only Default to current time Lookup values from another Data Exchange eno lookup table r Cancel Done ext gt Finish 7 When performing repetitive data collection tasks there is often only a small amount of information that changes between records For instance while performing inventory you may be collecting data for hundreds of items that share 34 the same location and count To keep from having to re enter the same data for each record you can choose the Default to last value option When this option is selected the designated field will retain its value from record to
34. lude e One touch data synchronization e Support for a wide variety of databases through ODBC e Relational support even between different databases e Record timestamps e Default field values e Read only and required fields e Indexed searching on the handheld e Support for common data types e Wizard based application generation e No programming necessary System Requirements e Handheld Requirements ScanSeek requires a Palm OS handheld running Palm OS version 3 0 or later e Personal Computer Requirements ScanSeek requires a personal computer running the Microsoft Windows operating system including Windows 95 98 ME NT 2000 e Other Requirements As with any application for the Palm OS ScanSeek requires that the HotSync Manager application be installed and operating prior to installing ScanSeek Before Installation Before installing ScanSeek you must have successfully finished installing the Palm Desktop software included with your handheld Follow the directions included with that software to install it onto your personal computer PC After you have installed the desktop software synchronize the handheld to your PC using the HotSync Manager application installed as part of the Palm Desktop installation procedure The first time the HotSync function is performed you will be asked to assign a username to your handheld Note You must perform the HotSync function at least once prior to
35. lude and exclude individual fields ScanSeek also supports re ordering the fields as they appear on the handheld Fields will appear on the handheld in the same order that they appear in the field list on the form To move a field up in the list highlight the field and click the button next to the field list To move a field down in the list highlight the field and click the button next to the field list The picture below shows the field list after the AssetlD field has been moved up 36 ScanSeek Data Exchange Wizard Choose a field name From the list below and then customize the way 5canseek uses the field Field Mare A I Include this field in the Data Exchange Required Default to last value Read only Default to current tine Lookup values From another Data Exchange exampleLookup Cancel Done Next Einish 11 When you have finished configuring each field in your Data Exchange click on the Done button 37 Working with ScanSeek on the Handheld Start the application on the device by tapping the ScanSeek icon once a Address Cale Dote Book q Expense Graffiti HotSync eu Insider Memo Pad ScanSeek will display the Choose a Data Exchange screen This screen serves as an access point for all Data Exchanges configured within ScanSeek Once a Data Exchange has been configured and made Active it will appear in this screen the next time you launch t
36. mpletion Pressing the scan button on the handheld one more time will send a Done message to the handheld with the same effect as tapping the Done button The purpose of this feature is to Support scanning applications that do not require looking at or tapping on the handheld screen during data collection In this mode a user can scan a search field to add a new record quickly scan collected data and then press the scanner button a 49 final time to save the record Tapping on the screen any time a record in Edit mode will cancel this functionality until a new record is edited To scan a barcode into a field that does not have the scan focus simply tap on the field to bring up the popup text form Once the form is displayed scan the barcode ScanSeek will automatically save the barcode data and close the popup text form Note ScanSeek has been designed so that every scan function can also be completed using the stylus on anon scan enabled device 90 Synchronizing Data Through HotSync Whether you are downloading a Data Exchange to your handheld for the first time or uploading hundreds of new records all data transfer between the handheld and your PC data source occurs through the HotSync process To initiate a HotSync place your Palm OS device in its cradle and press the HotSync button located on the cradle The following steps occur during each HotSync 1 ScanSeek attempts to open your Data Exchange configurations on the
37. on the silkscreen Menu icon located on the lower left corner of your screen next to the Graffiti writing area Choose the Delete Data Exchange option from the Program menu You will be asked to confirm the deletion Tap Yes to permanently delete the Data Exchange 47 Preferences F Choose Data Exchange pt Delete Data Exchange D 400 Mhz Laptop Serial Printer Cable 66 Mhz Loptop Seek mnexoamplebata Zr Delete Data Exchange Are you sure you want to delete the current Data Exchange This will cause you to lose all local data but will not affect your PC data To delete all Data Exchanges from the handheld select the Delete All menu option from the Choose a Data Exchange screen Tap on the silkscreen Menu icon located on the lower left corner of your screen next to the Graffiti writing area Choose the Delete All option from the Program menu You will be asked to confirm the deletion Tap Yes to permanently delete all Data Exchanges hoose a Data Exchange exompleData exampleLookup Delete All Data Exchanges Are you sure you want to delete all data This operation cannot be undone Note Deleting a Data Exchange from the handheld will not have any effect on your PC Data Exchange configuration or on any data in your PC data source It will not cause PC data records to be deleted 48 Working With a Barcode Scanner ScanSeek supports barcode scanner enabled Palm OS devices including the S
38. orrespond exactly with the download table field names In addition the data types text numeric date time etc for each field must match The actual implementation of the upload data source can be very different For instance it is possible to download data from a relational database such as Microsoft Access and upload data back to a spreadsheet such as Microsoft Excel Again the only requirement is that the upload and download data sources must have matching field names and field types Advanced Field Settings In addition to supporting customization of a Data Exchange as a whole each field in an included table or range can be customized separately The steps below will guide you through each of the settings and their use 1 Begin by following steps 1 through 7 in the section titled Configuring a Data Exchange 2 From the screen shown below click on the Advanced button 32 ScanSeek Data Exchange Wizard Choose the table or range within your data source that contains the data you want to download vw 3 The wizard will Ry creenltat shows a list of all fields in the download table a number o AiO es representiagialtcoutesthatican be set for each field and a pull dawn gafection Mdicatin te lookup table if any associated with a field By default SOM Seek marks every field as Included in the Data Exchange and leaves all other attributes empty To modify the attributes of a particular
39. p one or more ScanSeek Data Exchanges 1 To begin setting up and configuring a ScanSeek Data Exchange right click on the HotSync icon GO and select Custom from the menu or choose Programs gt ScanSeek gt ScanSeek from the Windows Start Menu 2 Inthe Custom dialog box highlight ScanSeek and click on the Change button E x lohn Doe Conduit Action Do Nothing Date Book Synchronize the files Address Book Synchronize the files Done Change To Do List Synchronize the files Memo Pad Synchronize the files Expense Synchronize the files Scanseek synchronize the files Default did Help Install Enabled Install Service Templates Enabled Enmbarrn H rAbelA Ausar rntas Mal m 3 The ScanSeek Data Exchange dialog box will appear next All Data Exchanges configured for use on the handheld will be listed in the Active Data Exchange Name box To create a new Data Exchange click on the New button To reconfigure an existing Data Exchange click on the Configure button AA Data Exchange File Help Johni Only active items will be available for HotSync Condut Active Data Exchange Name Hew Configure Rename Delete 24 4 Inthe Add Data Exchange dialog box enter the name for the new Data Exchange and click on the OK button You can choose any meaningful name for the Data Exchange Add Data Exchange 3 E xl Mew Data Exchange n
40. rocedure for configuring an ODBC data source varies between different versions of the Windows operating system Please follow the instructions applicable to the version of the operating system installed on your PC The location of the ODBC Data Source Administrator varies between versions of the Windows operating system Follow the instructions below as applicable to the operating system installed on your computer system For Windows 95 98 NT the ODBC icon is located in Start gt Control Panel gt Settings For Windows 2000 the ODBC icon is located in Start gt Control Panel gt Settings gt Administrative Tools Double click on the ODBC Data Source icon to display the ODBC Data Source Administrator dialog box For Windows 9x be sure to choose ODBC32 Note See the section of this manual on using the ScanSeek Data Exchange Configuration Wizard for an alternate method of accessing the ODBC Data Source Administrator 1 When the ODBC Data Source Administrator dialog box appears select the System DSN tab IODBC Data Source Administrator i 3 x UserDSN System OSN File DSN Drivers Tracing Connection Fooling About System Data Sources Add Configure An ODBC System data source stores information about how to connect to the indicated data provider A System data source le visible to all users on this machine including NT services OF Cancel Apply Help 2 Click on the
41. rst option allows you to specify that the Data Exchange contains read only data If this option is checked records cannot be added modified or deleted from the Data Exchange in the handheld application This Data Exchange is a lookup table The second option allows you to specify that the Data Exchange can be used as a lookup or cross reference table for other Data Exchanges See the section on Data Exchanges as Lookup Tables for more information On the lower right corner of the wizard you will also see a button labeled Advanced Clicking this button takes you to the Advanced Properties screen where you can specify individual attributes for each of the fields in your range or table See the section on Advanced Field Settings for more information After clicking on the Next gt button the wizard allows you to customize the way ScanSeek collects data and posts changes to your data source See the section titled Planning Data Exchanges for examples of various factors involved in choosing these options Note If you checked the lookup table option in the previous step you will configure your lookup table options before proceeding to this screen ScanSeek Data Exchange Wizard You may customize the manner in which Scanseek will collect and process your data by selecting one or more of the Following options All changes result in new records Use a separate data source for upload Cancel Back Next gt Fin
42. s made to Preferences while working with one Data Exchange will continue to be used for all other Data Exchanges until they are again changed by the user Changing Data Exchanges To finish working with a Data Exchange and begin working with a different one choose the Choose Data Exchange menu option from the Seek in form Tap on the silkscreen Menu icon located on the lower left corner of your screen next to the Graffiti writing area Choose the Choose Data Exchange option from the Program menu ScanSeek will return to the Choose a Data Exchange form where you may choose a new Data Exchange to work with Alternatively you can tap on the Data Exchange List icon in the upper right corner of the Seek in form Preferences e Choose Data Exchange wC Delete Data Exchange D 400 Mhz Laptop Serial Printer Cable 66 Mhz Laptop Deleting a Data Exchange There may be times in which you want to completely delete a Data Exchange This may occur if you want to discard changes made on the handheld to keep them from being uploaded during HotSync if you are finished working with a Data Exchange permanently or if you have made changes to your Data Exchange configuration on the PC and need to remove a Data Exchange to allow HotSync to complete properly To delete a Data Exchange select the Data Exchange from the Choose a Data Exchange screen Then select the Delete Data Exchange menu option from the Seek in form Tap
43. se or spreadsheet through ScanSeek you must first set up an ODBC data source that identifies the filename and type of database you are using To get you started this manual will step through the creation of a sample data source using Microsoft Excel The use of Microsoft Excel is intended for example purposes The concepts presented should work equally well for any ODBC compliant data source In a few places we have added information related to Microsoft Access for illustrative purposes Creating an Excel Spreadsheet as a Data Source An Excel spreadsheet can be used as a data source by creating a named range within the target spreadsheet The named range can be used much like a database table through ODBC The following steps outline the creation of a simple spreadsheet with a named range 1 Launch Microsoft Excel Begin with a new empty worksheet 2 In cell A1 enter Barcode In cell A2 enter Description In cell A3 enter Location Ed Microsoft Excel Book1 E 0 x File Edit View Insert Format Tools Data Window Help l x OSES SRY BAS ooe A l e Al Barcode IDescription Location p pl Sheet1 Shest2 Sheet3 14 Ready Ml ae e e 3 Tocreate the named range use the mouse to select cells A1 through A3 In the range box type example followed by the Enter key Ed Microsoft Excel Book1 I x Range Box File Edi
44. should now be removed If not delete the Data Exchange by choosing the Delete Data Exchange option from the Seek in screen of that Data Exchange 4 Make any desired changes to the original data source and if necessary update the previously defined ODBC System DSN to reflect those changes 5 Inthe ScanSeek conduit configuration wizard either delete and recreate the Data Exchange for that data source or reconfigure the existing Data Exchange to produce the desired changes 6 Mark the Data Exchange as Active and HotSync again Cross Lookup Loops When configuring Data Exchanges as lookup tables it is important to understand that Data Exchanges must not reference each other in a loop That is if Data Exchange A has been configured to use Data Exchange B as a lookup table you cannot subsequently configure Data Exchange B to reference Data Exchange A as a lookup table This configuration causes problems when uploading data back to the PC and should be avoided Sync Regularly Please keep in mind that the only way to synchronize data between the PC and the handheld is by performing a HotSync function We recommend that users synchronize data often especially when collecting new data on the handheld as this will provide a backup of collected data Should a handheld be damaged or lose power data that has not already been synced to the PC will be lost Re installing the Handheld Software If it becomes necessary to re install the h
45. t View Insert Format Tools Data Window Help lelx PERRSRFLBRYIn Oz DNB example y Barcode bi Sheet1 Sheet2 f Sheet3 Ready 4 Select File gt Save As Name the file and exit the application 12 Installing ScanSeek Analyzer for Microsoft Excel Included with ScanSeek is an Add In for Microsoft Excel named ScanSeek Analyzer This tool verifies the contents of a named range within an Excel data file by searching for common errors When configuring a Data Exchange to access a named range within an Excel spreadsheet it is important that the spreadsheet is set up in a way that allows ScanSeek to treat it as a database table The analyzer Add In should always be used to verify spreadsheet data prior to configuration as a ScanSeek Data Exchange To install the Add In follow these steps Launch Microsoft Excel Select Tools gt Add Ins from the menu bar Select the Browse button Navigate to the ScanSeek program directory e g C Program Files ScanSeek Select the ScanSeek file ScanSeekAnalyzer xla and click on the OK button el Using ScanSeek Analyzer 1 Create anamed range in an Excel spreadsheet Ed Microsoft Excel examplefile xls B File Edit View Insert Format Tools Data Window Help D SHE Sa 6RY SEB o B A DT gt ara 10 87 U 3 H 8 example Book Title AS CA AA A ee AE 4 Book Title Author Price ISBN i 2
46. tallation Verify that the software has been installed correctly To do this click your Windows Start Menu select Programs and then look for the ScanSeek program group Up to date Troubleshooting information is available from the RioScan web site at http www rioscan com Installing the Handheld Software To install the software on your handheld simply HotSync your handheld to your PC Place the handheld into its serial cradle and push the HotSync button on the cradle This will automatically load the software onto the handheld Once installed the ScanSeek application will be located under the category of Unfiled in the main application screen Registration When you first use ScanSeek on the handheld you will be required to enter a license code in order to register the product a separate license is required for each handheld The license code for each handheld will be generated using the serial number displayed by ScanSeek the first time the application is run NOTE The serial number displayed by ScanSeek is read from internal memory of the unit and is different from the serial number that appears on the back of the handheld NOTE If you are using a Handspring Visor with a barcode scanner Springboard module you must have the scan module inserted into the unit at the time you retrieve a serial number for licensing In some cases ScanSeek will retrieve a serial number from the scan module rather than from the Visor itself
47. the installation of ScanSeek otherwise the installation procedure may fail Verify that HotSync Manager 3 0 or later is currently running on your PC When HotSync is running you will see a circular icon with red and blue arrows pointing in opposite directions on your taskbar located in the lower right hand corner of the screen To determine which version of HotSync Manager is running right click on the icon and choose About from the menu that appears Installation 1 Start Windows If you are using a networked computer log in to an account with Administrator privileges 2 Close all open applications 3 Insert the ScanSeek CD into the PC s CD ROM drive 4 Ifthe installation program does not launch automatically select Start gt Run from the Windows taskbar otherwise proceed to Step 6 5 When the Run dialog box appears type x setup and then click OK lt lt x represents the CD ROM drive letter gt gt 6 The InstallShield wizard appears 7 Click on the Next gt button to continue 8 Read the license agreement and if you agree to the terms click on the Yes button 9 The setup program will guide you through the ScanSeek installation procedure 10 During installation you will be prompted to select the username corresponding to the handheld device on which you will want to install the handheld software You will choose from a list of all user names that have previously synchronized to your PC After Ins
48. two values True and False Tap on the list entry you want to change the field to Record 1 of MEN Editing a Date Time Field Date values and time values associated with a single date time field are edited separately To change the date portion of a field tap on the date line of the field you want to change The Calendar control will appear allowing you to quickly choose any date Start by selecting the year and month of the date then tap on the desired day of the month to finish Alternatively tap on the Today button to use the current date Select a new date 4 2001 P Jan Feb Mor Apr may PY dul Aug Sep Oct Nov Dec 5 M T W T F 3 q4 5 6 7 11 12 13 14 15 16 17 18 19 Z0 21 22 23 ef 25 26 27 28 29 30 To change the time portion of a field tap on the time line of the field you want to change The Time control will appear allowing you to quickly choose any time Tap the OK button to finish Record 1 of ay bate Time Jun 10 2001 select a new time EX 43 Note The Time control shown in this picture will appear on devices running Palm OS version 3 1 or higher Version 3 0 devices will display a different Time control that allows selection of both a start and end time ScanSeek will only use the start time selected with that control Editing a Lookup Field Fields that have lookup table Data Exchanges assigned to them appear as drop down list boxes on the handheld In the example
49. y W This data exchange is a lookup table Advanced Cancel a IO Next gt Einish 3 The wizard will prompt you to choose a cross reference field and a display field The cross reference field also referred to in ScanSeek as a Lookup ID represents the actual value that will be placed in a Data Exchange field The display field also referred to in ScanSeek as a Lookup Display is often a more descriptive field that a user can recognize when viewing the data on the handheld Although the Lookup Display value will appear on the screen when viewing a data record the Lookup ID value will be stored in the data field 30 4 ScanSeek Data Exchange Wizard Choose the field that will be used to cross reference our lookup values This will be the data that is inserted into a related table when a lookup value is chosen SerialNumber Choose the field that will be displayed as the lookup field value This can be the same as the above field or can be a different Field with more descriptive information Ttemilame x Cancel lt Back IE E Einish As an example a typical database of parts will include a SKU or Part ID such as PPC 3345 along with a text description of the part such as wingnut Your ordering system uses the SKU to identify all orders but your field personnel using the handheld don t have all of the SKU numbers memorized In this case the SKU would be the Lookup ID and the
50. ymbol SPT series and the Handspring Visor utilizing a Symbol CSM150 or PSC Momentum scan module Note If you are using a Visor you must have the scan module inserted into the unit at the time you retrieve a serial number for licensing In some cases ScanSeek will retrieve a serial number from the scan module rather than from the Visor itself Barcode scanning features are automatically enabled whenever ScanSeek detects barcode scanner capabilities Scan features are enabled on the Seek in form and the Edit form of the application From the Seek in form scan a barcode associated with the search field to automatically view a matching record You do not need to tap the OK button If the scanned barcode value does not match an existing search field ScanSeek will assume you are adding a new record Seek nexamplebata o fl SerialMumber ItemMane 66 Mhz Laptop 400 Mhz Loptop Serial Printer Cable From the Edit form the current scan focus field will have a solid vs gray or dotted underline Scanning a barcode will automatically update the scan focus field to the scanned value If you have chosen the Auto Scroll feature from the application Preferences the focus will then move to the next empty text field in the application temMame Serial Printer Cable If you have not tapped the screen with your stylus while editing the record ScanSeek will beep three times after scanning the last scannable field indicating co

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