Troubleshooting PsiWin 2.3 Synchronization
Contents
1. Psion Computers PLC Troubleshooting PsiWin 2 3 Synchronization Problems This document discusses various problems that may be encountered when synchronizing Psion Agenda and Data files or the Contacts program Series 5mx and netBook only with Microsoft Outlook 97 98 Microsoft Schedule 7 0 7 0a 7 5 or Lotus Organizer 2 1 97 97GS Some familiarity with these applications Windows 95 98 NT 4 0 and your Psion is assumed You will also need a full installation of your PC PIM This document should be used in conjunction with the appropriate guide to setting up a synchronization Setting up your synchronization correctly The majority of synchronization problems are caused by an incorrect synchronization set up Please make sure you have read the appropriate Synchronizing your Psion with support document first These explain the correct way to set up a synchronization General things to try if you experience synchronization problems By far the most common cause of a synchronization failing apart from the wrong files being chosen in the set up is corruption or spurious entries in one of the files To test whether this is the case synchronize a new Psion Agenda and or Data file with a new Outlook profile Schedule file or Organizer file If this synchronization works then the problem is with one of the original files A process of elimination by synchronizing one file at a time with blank files should highlight which file is at fault If t2. hindo Wales 1 Comma Separated Values i Ideseo File to import Browse Select destination Folder Calendar txt va1 0 Schedule 7 x i Create a new Schedule file To do this Appointments Select New from the File menu Then type in a name for the new file for 0 i example Test then click the Save button To Do List ul To export your data to a text file open the original Schedule file and select Export then Text from the File menu Events iii Select the type of items you wish to export in this example Contact List Appointments and click the Next button iv Select the date range you wish to export and click the Next button From Fri 01 701 493 To Fri 31 712 799 v Inthe next two dialogs accept the defaults by clicking the Next button twice vi Click the Add All button to export all the fields and then click the Next button Add All gt gt Move Up Move Down Remove lt 4 Remove All Start Time Tentative vil Type in a name for the export file or Fie name Maen a AA accept the default and click the Finish button File name viii To import first open the new Schedule file you created earlier by selecting Open AAU EMAAeS R then Archive or Project Schedule from the File menu ix In this file select Import then Text from the File menu x Type in the path and name of the export file If you accepted t
3. synchronizations Troubleshooting PsiWin 2 3 Synchronization Problems 1 va1 0 2 If this doesn t solve the problem you should try a Tidy extract Series 3 range or a Tidy archive Series 5 range and netBook operation on your Agenda file or a Merging in operation on your Data file To perform a Tidy extract operation on your Tidy extract Copy to file Series 3 range Agenda open the file and press File Aala i l s is nterna Psion T Change the Tidy extract line to Whole Agenda Copy to file enter a file name in this example Start date 41 81 1988 Test and the disk t te this fil Then End date 3171272049 Shee O ie Entry types Timed Untimed Annius T o dos select Whole Agenda on the Range line and Status filter ll entries All entries on the Status filter line Then press Enter This will extract all the information from your Agenda into a new file in this example Test Note that this is not the same as copying the file To perform a Tidy archive operation on your Tidy file Series 5 range or netBook Agenda open the po T are Sopocie nou file file and select More then Tidy archive from Range Whole agenda the File menu Change the Tidied entries are Start date 01 01 1980 line to Copied to new file Select All entries T ome a curt on the Which entries line and change the 4 Documents Range line to Whole agenda Disk c Enter a file name in this example Test and select a folder
4. to open xxxxxxx section name This is due to a problem in Organizer where if you rename a section Organizer will sometimes not recognise the change The solution here is to rename the section back to its original name and change the synchronization properties to reflect this To do this right click on the relevant section s tab Select Rename type the original name on the New name line then click the OK button Follow the Synchronizing your Psion with Lotus Organizer New name Calendar Cancel support document and enter this information in the synchronization properties Py Api 1999 wae ee londay Old name Diary Help Troubleshooting PsiWin 2 3 Synchronization Problems 8 va1 0
5. and disk to create the file in Then tap the OK button or press Enter This will extract all the information from your Agenda into a new file in this example Test Note that this is not the same as copying the file To perform a Merge in operation on your Series 3 Create new file range Data file open the file and press Psion N Test Enter a name for the new file in this example Test Disk Internal and press Enter This will automatically launch the new file In this new file press Psion M In the Merge in Merge in dialog change the Disk line to the disk on which your eS lata E nae Disk Internal original Data file is kept and select the filename on the Merge in Data From Name line Change the Merge in line to Data Delimiter Then press Enter Delimiter code To perform a Merge in operation on your Series 5 range or netBook Data file open the file and press Ctrl LEG test N Enter a name for the new file in this example Folder Documents Test select the folder to create it in and press Enter Disk C This will automatically launch the new file Ctr B In this new file press Shift Ctrl I In the Merge in dialog change the Disk and Folder lines to the disk 4 Entries and folder on which your original Data file is kept and Fle Salat select the filename on the Name line Then press Enter Folder Documents Disk C 3 Once these steps have been performed set up a new synchronizati
6. anizer 2 1 Synchronizer cannot access required directory This is due to the incorrect version of a particular file being loaded the Organizer API To find this file click the Start button select 8 Find Files named orgapi dil Find then Files or folders On the Named line File Edit View Options Help type orgapi dll and make sure that the Look in Name amp Location Date Modified Advanced line is set to your C drive or whichever drive the genet I Find Now _ l Shop Look ir ec iF Browse New Search M Include subfolders Organizer files were installed to Then click the Find now button You should get a list of two copies of the file Right click on each in turn and select Properties One of the files should have a Modified date of 7 November 1995 Right click again on the file with this date and select Delete CAWINNT eystema2 ATT PEET Then confirm the deletion and restart the PC All gt Orgapi dll C PSIWIN 29KB Applic should now be well rl Zhe ound i 4 Lotus Organizer Cannot find xxxxxxx section name This error message is due to the section name being incorrectly entered in the ol synchronization properties Open Organizer and check the name of the relevant ey 4pril 1999 section Then enter the section name in the synchronization properties the Synchronizing your Psion with Lotus Organizer support document shows you how to do this LEB Monday Lotus Organizer Unable
7. ersonal Folders vii Type in a name for the Outlook file Gn this example Test pst and File name T est pat click the Open button 7 viii Select No encryption and click the OK button f No Encryption ix Click the OK button again and then the Finish button Click the Close button to exit the Wizard x Open Outlook and select Options from the Prompt for a profile to be used Tools menu On the General page select p oe Always use this profile Prompt for a profile to be used and click the Startup in this Folder Calend OK button chad z LS E E E E The next time you start Outlook you will be asked which profile you wish to use Troubleshooting PsiWin 2 3 Synchronization Problems 6 va1 0 Other problems This section describes solutions to other problems that can occur with a synchronization Microsoft Outlook Failed to open Outlook This error message can appear just after the start of the synchronization process There can be two reasons for this message appearing Outlook The first is that your Outlook profile has been incorrectly entered A Failed to open Outlook To check this first make sure you have your profile name You can find this in Outlook by selecting Options from the Tools menu On the General page if Always use this profile is selected your profile name will be in the text box next to it If Prompt for a profile to be used is selected your p
8. ew Organizer file select New from the File menu type in a name for the file and then click the OK button Troubleshooting PsiWin 2 3 Synchronization Problems 5 va1 0 5 Check your PC PIM for spurious entries These include e Repeating entries with only one occurrence e Alarmed entries with a reminder set for before 1980 e Entries with a carriage return at the end of the subject line e In Outlook entries with a crossed swords symbol Double click on the symbol to resolve the problem Creating a new Outlook Profile This should only be attempted if you have a non networked copy of Outlook If you use Outlook on a network that is running Exchange you should contact your Network Administrator To create a new Outlook profile i Click the Start button select Settings then Control Panel Double click the Mail and Fax icon Mail icon if you have Outlook 98 ii In the Properties dialog click the Show profiles button This will show a list of all the Outlook profiles on the PC Then click the Add button iii Select Manually configure information services f Manually configure information services and click the Next button iv Type in a profile name in this example Test Profile Name Test and click the Next button v Inthe Properties dialog click the Add button to add an information service to the new profile vi Highlight Personal Folders and click the OK button g 0AA nan ess A Personal Address Book P
9. he default when exporting this will already be entered Then click the Next button xi Accept the defaults in the next two dialogs Appointments by clicking the Next button twice ToDo List xii Select the type of data in the export file in ots this example Appointments and then C Events click the Next button Cy Contact List alarm Date learn Time xiii On the final screen you need to map the fields between the two Schedule files Opposite each field to its right it will say IGNORE THIS FIELD Click on this and a down arrow J will appear Click on this and a list of field types will appear Select the type that corresponds to the field on the left Do this for all the fields and click the Finish button xiv Set up a new synchronization to use the new Schedule file Start Date Start Time Tentative here Troubleshooting PsiWin 2 3 Synchronization Problems 4 va1 0 Organizer i Create a new section to receive the information that you are about to export To do this In Organizer select Customize from the Section menu ii Click the Add button iii On the Section type line select the type of section you would like to add in this example Calendar and type in the name you wish to use for this section in this example Test Then click the OK button Customize x Sections Y Book Fonts OF Section o Cancel 1 Rename Remove j I
10. he synchronization with new files does not work look through the list of common problems later in this document to see if the particular problem is listed If not it is likely that either PsiWin or your PC PIM is not installed properly for example with Outlook 98 you will need a full installation for synchronization to work See the Uninstalling and Installing PsiWin 2 x support document or contact the supplier or manufacturer of your PC PIM 1 The first thing to try is to delete your Machine details When PsiWin 2 3 connects to a machine for the first time it asks you to enter a name for that machine This will register details about your Psion on your PC Sometimes this information can become corrupt To delete this information click the Start button and aE on Maine Manani select Programs then PsiWin 2 3 and then Machine Belt Sears eee Manager This will present you with a list of current Waw details of retected machine registered machines Highlight your machine and click Delete This Owner or just click the Remove details Hote amostra delak of a Psion prevents of selected machine button The next time you Paranoic ean in ra mna T ines not delete backups nor detels of arp connect your Psion you will be asked to give it a CPBN aaki pa Pasa Tp name At this point you should type in something different from the machine name you have just Hap x deleted After doing this you should make a new backup and recreate any
11. nclude ENEE Picture j 1 j th a Anniversary Color m Help Add New Section Ea Section type 2 Calendar Section name Test Cancel Help The new section will appear as a tab in the main view in Organizer iv To export a section select Export from the File menu On the From section line select the section that you wish to export in this example Calendar select ASCII Delimited Text on the Files of type line and type in a file name in this example Calendar txt Then click theExport button v To import the information select Import from the File menu On the Into section line select the section you created earlier select ASCH Delimited Text on the Files of type line and select the file you exported to earlier in this example Calendar txt Then click the Import button vi Set up a new synchronization to use the new section It may also be necessary to import the data into a new Organizer file Export Look im Calendar twt File name Files of type fasc Delimited Text TT Cancel From section 2 Calendar Options Import E ognize JE Look im C icons Calendar_txt File name Calendar twt Files of type As Cll Delimited Text TXT CSV Cancel Into section D Tes Options Field mapping al fields Mapping To create a n
12. ndar And click the Next button v Select Comma Separated Values Windows and click the Next button vi Type in a name for the export file in this example Calendar txt and click the Next button Then click the Finish button vii To import the file into a new folder again select Import and Export from the File menu Create a file of type Comma Separated Values DOS Comma Separated Values Windows l4deses Save exported file as Browse a kalendar txt Choose an action to perform Ge ee ees eee ere ee em cea EN ener ce nen ese se oe eee ae Fees ee nas Cee eit Coens EEEE SEARE fm a E re z E z z z5 pad iea E n a EE Fennrt Fo a File viii Select Import from Schedule or another program or file and click the Next button ix Select Comma Separated Values Windows and click the Next button x Type in the name you gave the export file in this example Calendar txt and click the Next button xi Select the folder that you created earlier in this example Test and click the Next button Then click the Finish button xii Set up a synchronization to use the new folder It may also be necessary to set up a new Outlook profile and import the data into this See the relevant section later in this document for information about creating a new Outlook profile Troubleshooting PsiWin 2 3 Synchronization Problems 3 Select file type to import From Comma Separated Values DOS
13. on or synchronizations to use the newly created files 4 Ifyou still have no success the next step is to export your PC PIM s file or folders as text and re import them into a new file or new folders See the relevant section below for information on how to do this with Microsoft Outlook Schedule 7 x and Lotus Organizer Troubleshooting PsiWin 2 3 Synchronization Problems 2 va1 0 Outlook i Create a new folder to receive the information that you are about to export To do this In Outlook select New then Folder from the File menu Type in a name for this folder in this example Test select which type of information this folder is going to contain this should be the same as the folder you are exporting in this example Appointment Items and select the top level folder in the list of folders in this example Personal Folders Then click the OK button The new folder will appear in the folder view in Outlook if you have this showing ul Next select Import and Export from the File menu iii Select Export to a file and click the Next button Create New Folder Name Folder contains Cancel Appointment Items Mare this Folder a subfolder of Calendar ga Contacts Deleted Items ve T Drafts Import From Schedule or another program or r File Export to a file T em mmt Ermm SS Fale Fil r m bi iv Select the folder you wish to export in this case Cale
14. rofile name is the one you select when you start up Outlook Follow the Synchronizing your Psion with Microsoft Outlook support document to ensure that this information has been entered correctly in the synchronization properties The second reason is that the path to the Outlook folder s you are synchronizing has been incorrectly specified To check the path to the Example folder make sure you can see the Folder view in Outlook To show it select Folder view from the View menu Personal Folders In the example shown here if you were trying to synchronize the pr q Calendar Example folder the path would be Eg Contacts Program Files Contacts Example RA If you have a top level folder that looks like E Deleted Items Mailbox Chris Dickins or vee 4 Drafts Outlook Today Chris Dickins n Ta Inbox then the path would be as el Chris Dickins Contacts Example nel Follow the Synchronizing your Psion with Microsoft Outlook support qS Sent Items document to ensure that this information has been entered correctly in the E i Tasks synchronization properties S NE Tesi Microsoft Outlook Failed to open Custom form Outlook will open an Outlook form instead This error message is due to conflicting entries Find the Outlook entries that have a crossed swords symbol Double click this symbol to resolve the conflict and the problem should be solved Troubleshooting PsiWin 2 3 Synchronization Problems 7 val 0 Lotus Org
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