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        AccuScan Palm / AccuScan Palm Pro Version 2.0
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2.         general    Start On Screen  w Main  Start On Field    w Field     O Edit on scan find in grid     Edit on click in arid    Start On Screen  Select the screen the User will enter when they leave the AccuScan Palm Splash Screen  The  user can choose between starting on the Main Screen or the Data Entry screen  Note that this       AccuScan PalmM 0002 010 11    option takes effect only when this session was the last one used     each session has its own  settings     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 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 is 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        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 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 AccuScan Palm database and compare the database values to the actual  inventory levels  To 
3.       ap  ee   ERE   cs   E    t     a  utr  E  A    A  2m  oh  2m    i  a  te    EF  ute    EY Allow PC Update Modify       ae    E  phe  A  A    A  5 Mon  EE DLL  pa ee D D DILE  ETE ERE  rH TEE  id ERE EEEE  Soh sh i sesh states tai tay tein k al    c  c            AccuScan PalmM 0002 010 25    3  Enter a List Item via barcode scan or Graffiti   4  Repeat steps 2 3 to add additional list items     isplay value  Customer Pickup    7   Display Value        E  E   ES  2  ES   henntrm    ITEM  ree    edi      Add Modify Drop down Item    1  Ln E       AccuScan Palm List Items can be edited and deleted in the AccuScan Palm 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        AccuScan PalmM 0002 010 26    Chapter 5  Managing Data  5 1 Entering Data    To enter data in AccuScan Palm  the user must first select the appropriate session  Once that is  selected  clicking the New button will start the data entry collection process     Session 1  sb TD e  Inventory Audit    mos oe  Bee  t  EE EEG  un  ae  hy    e  pp ERE    E  F  mi   F  mi   F  m   F  mi   kh  ot   F  m  F  fie  cr    neki  bee  mr  5  2       Entry Screen   The Entry Screen is the ar
4.   allow a AccuScan Palm 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     AccuScan PalmM 0002 010 20     AccuScan Settings  General   m  Session   ww Packing Slip   Field 1 Marne  Packer 4   Fieldz   Field 3    Ficldd Roe     Helds      General  Murneric  Date  Time  BY Use Popopomeg Ly Read Only       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  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        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     AccuScan PalmM 0002 010 21    No
5.  Code prompt     If the Registration Code is valid  you will receive a Thank you for Purchasing  AccuScan Palm message     Upgrading AccuScan Palm    To upgrade from an existing version of AccuScan Palm or to upgrade to AccuScan Palm Pro   follow these steps     2 4 1    4     oof N D p    Upgrading from AccuScan Palm 2 0 Standard to AccuScan Palm 2 0 Pro   If you have already purchased and registered a registration code for AccuScan Palm 2 0  Standard Edition  you will need a new registration code for the Pro Edition    Start the AccuScan Palm 2 0 application on your PDA  and go to the main screen    Click on the menu and choose  About AccuScan Palm    Click the  Upgrade  button in the lower right corner of the screen    Click  OK   then exit AccuScan Palm  and start AccuScan Palm again     Select the    Pro Mode     and tap    Register       10  Now you can enter your new registration code for the Pro version     AccuScan Palm 2 0 Exists as a Separate Application    Since AccuScan Palm 2 0 is a significant version update  we have created this application as  a separate and independent application from any previous AccuScan Palm versions  We  hope that this process eases the transition process of existing AccuScan Palm users     AccuScan PalmM 0002 010    New Registration Code Required  Due to a new licensing algorithm  all users upgrading to AccuScan Palm 2 0 will need to get a  new registration code  This process is discussed in Section 2 4  You can easily register by  cal
6.  PDA and AccuScan Palm    will be installed     2 4    Registering AccuScan Palm    AccuScan Palm is an application that requires registration for full functionality  The trial version of  AccuScan Palm limits the number of records entered on the PDA and transferred to the PC to  five  and the number of sessions to two  Once AccuScan Palm is registered  these trial limitations  are lifted     AccuScan PalmM 0002 010    POS X encourages all users who benefit from AccuScan Palm to register their copy  To register  AccuScan Palm  we only require your AccuScan Palm PDA ID and an Email address  We  generate a unique registration code for your AccuScan Palm PDA ID so it is important that you  send the ID exactly as it appears on the AccuScan Palm splash screen  capitalization and  spacing are critical     How to Register     1     Send your PDA ID number and email address to support pos x com or call 1 800 903   6572    Once your purchase is completed and payment is received  your registration code is e   mailed to the address provided  This process usually takes approximately one hour but  we ask that you allow one business day in the event of heavy traffic or any other delay     Once you receive your registration code  follow the instructions below to enter the code  into your PDA     Entering Your Registration Code    Bm eI    2 4    Start the AccuScan Palm application on the PDA   Click the Register button in the AccuScan Palm Splash Screen   Enter your Registration Code at the
7.  Signature capture  Pro version only     Configurable field hints  Pro version only     PC data view shortcuts    PC session deployment manager    Multi field search capabilities    Auto edit on find    Configurable data display    Improved backup capabilities    Improved HotSync event logging     AccuScan PalmM 0002 010 4    1 3 Free Trial    AccuScan Palm is a shareware application  A shareware application typically means that you  can use it on a trial basis for no fee  In the AccuScan Palm 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 AccuScan Palm  simply contact a  POS X sales representative to order  A registration code will be sent within 24 hours  This  registration code will activate your trial version  enabling it for full use  there is no need to  reinstall     1 4 Learning AccuScan Palm    To discover the full power of AccuScan Palm  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 AccuScan Palm  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 AccuScan Palm sessions to a mobile workforce  C
8.  simply enable the Update Variables option for that field  Refer to Section  4 2 4 for more information regarding Update Variables     Done  IMCR  1  1       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    When DATE2 is selected  the current date is automatically entered in the field in the  yyyy mm ad format  i e 2003 05 07     AccuScan PalmM 0002 010 19    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 give you the greatest  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 digi
9. AccuScan Palm   AccuScan Palm Pro  Version 2 0 User Manual    CHESS FOR  i  Th                                             PR Y JE  COMPLTING  PLATFORM    AccuScan Palm Version 2 0  POS X Inc     Telephone  1 800 903 6572  Fax  1 360 738 3048    http   www pos x com  support   pos x com    This document and the software described by this document are sold and distributed by POS X Inc  All  rights reserved  Use of the software described herein may only be done 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    POS X INC  WILL NOT BE LIABLE FOR  A  ANY BUG  ERROR  OMISSION  DEFECT   DEFICIENCY  OR NONCONFORMITY IN ACCUSCAN PALM 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 ANY DIRECT  INDIRECT   INCIDENTAL  SPECIAL  OR CONSEQUENTIAL DAMAGES  OR LOSS OF DATA  REVENUE   LICENSEES GOODWILL  OR USE  IN NO CASE SHALL POS X INC  LIABILITY EXCEED THE  PRICE THAT LICENSEE PAID FOR ACCUSCAN PALM     AccuSc
10. Append to Existing File   9 Send HMon Visible Fields  O Include Field Hames    Export As  This option allows the user to select from one of five possible data formatting types       Text  Tab delimited   This formatting option embeds a  lt tab gt  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     AccuScan PalmM 0002 010 13    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 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     Append to Existing File   By default  AccuScan Palm overwrites the existing data file on the PC with the newly hot synced  data file  When this option is selected  the new data file is appended to the pre existing file if it  exists  A new file will be created if it does not exi
11. E E Eo dio    You should now see your AccuScan Palm data displayed in MS Excel in a familiar  spreadsheet format     5 4 5 ODBC Link to Data File    You can also create an ODBC DSN to point to your session data  One DSN could point to your  downloaded data file and another DSN could point to your upload data file  An ODBC DSN is a  great way to link your Accuscan session data files to any ODBC compliant database or  spreadsheet application like Microsoft Access or Excel     5 5 HotSyncing Data from the PC to the PDA    AccuScan Palm allows you to send databases from the PC directly to your AccuScan Palm  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 file to the warehouse  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 AccuScan Palm sessions with 3rd party databases to give    their current systems added functionality  By exporting their databases from Microsoft Access  and or Excel these data files can easily be created and distributed     AccuScan PalmM 0002 010 30    5 5 1 Sending Session Data to the PDA    All data prepared for upload to the PDA must be stored in a folder called TOPDA  This folder  must be located u
12. Text type does not restrict input in any way  and can store up to 30 characters     General    EY Visible    Show in Grid  BY Use PopUp Dialog O Read Only       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     Type  Drop Down      General  Hes  After Sean  Drop down    Dota Type  ww General  Default  ww   EY Visible    Show in Grid   BY Use PopUp Dialog O Read Only       AccuScan PalmM 0002 010 18    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     Session   w Packing Slip    Field 1 Marne  Field 1    Field    Type  w CheckBox  Field    Field Rae   Fields 4  After Scan   Drop down      Dota Type  w General  Default   W Check for True    EY Visible  w  Show in Grid  BY Use PopUp Dialog O Read Only       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 created  To update the variable each  time it is submitted 
13. acy  Repetitive    data capture scenarios such as inventory audits lend themselves to the efficiencies of these  settings  It is recommended that these features be activated whenever possible     AccuScan PalmM 0002 010 23    NOTE  The  After Scan  rules are triggered by both a completed barcode scan as well as pressing  the Down Arrow key on your PDA     AccuScan Settings  After Scan       Session   w Packing Slip    Field 1 Hame  Packer 3    Field  Type  w Text  Field3    iei  FieldS ila Meier    O Aute Subrnit  wf Clear on Submit  O Ruta Find an Scan   O Update Variables   Qo To  w Fieldz       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  ti
14. ail regarding this option      Double Click this file and select the user s  to deploy it to    6  Ifthe session consists of Drop Down Menus the drop down lists backup file must be  placed in the User Data Folders and Allow PC Update must be checked in the Drop  Down settings  See section 5 4 2 for complete instructions    7  Ifthe session consists of field hints the field hints backup file must be placed in the User  Data Folders    8  Perform HotSync of those user s     9  The Session settings should then be transferred to the new PDA     i cadi ee    6 2 2 File Names Used by AccuScan Palm    This section lists the various file names used by AccuScan Palm on the PC  It is here for your  reference in deploying and troubleshooting your AccuScan Palm 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   located in the    ToPDA    folder     Data Records S01 Data txt  Field Hints 9501 Hints txt  Drop Down Lists S01F02 txt    Backup Filenames   located in the    Palm username backup       folder     Session definitions TRPP AccuScan Palm_Sessions pdb  Data Records TRPP Data S01 30 pdb  pro    Data Records TRPP Data S01 10 pdb  std   Drop Down Lists TRPP List_S01F02 pdb   Bitmaps  signatures  TRPP Bitmap S01 pdb  pro only   Field Hints TRPP Hint S01 pdb  pro only     AccuScan PalmM 0002 010 34 
15. an PalmM 0002 010    AccuScan Palm   AccuScan Palm Pro  Version 2 0 User Manual    Contents  Chapter 1  INUFOGUGUOM uio ac cocci dH eder a aa Eoo ev enia Eduard Ev ree odes 4  1 1 WhatisAco  uocdHmP aliii 9 sees enis a teat at e tasdte tu Putus audes odes 4  1 2 New Features in AccuScan Palm 20ain nakaa a e 4  1 3 Pree HQ ex EN 5  1 4 kearning Wa eei Pali E E EDT 5  1 5 Bar Coding witht Aceuoecarb all susto de eeausam Cosa eM laetos ups hudicu repete ten asado a tuos 5  1 6 Integrating AeccuocatiT almo o essem eei busted netu tat a epal c CDU cinco 6  1 7 me Colo cs eco e sss 2oee V V E T eaeeom eter 6  Chapter 2   Installation uoi seid onde Dua veau Evae E La aestu eu eev Laudi eu eatur ad Feed o bus aSa Lies 7  2 1 SYSTEM Requirements                    eeessssssssssssesseee eene nennen nnne nnns nnai nnn r ss nna annis naa nnns nnn 7  2 2 Automatic Installation                          eeeeesessseesesesseeeeeeee nennen nnne 7  2 3 Installing AccuScan Palm on Multiple PDAS                 cccccccsseseeeeeeeeeeeeeeeeeeeeeeeesseeeeeeeeees 7  2 4 Registering AccuScan Palm                     ssssssssesisssssseeeeee esent 7  2 4 1 Upgrading from AccuScan Palm 2 0 Standard to AccuScan Palm 2 0 Pro   8  2 5 Removing AccuScan Palm Installation        ado da aree eoe tt eoe oa ria iocos psu itn 9  Chapter 3  SESSIONS rem DERE 10  3 1 Configuring SESSION  ANMDULES animistai a i cista ae a 10  3 2 SESSION SSWINGS EX Plane uo acute SES aas a tma co uisi itai deeem Lupus 11  3 2 1 Gene
16. ata  6665 Data777 DataBBs Data9v99 Datadq801018H       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      and this file will not be recognized by AccuScan Palm  To check the actual  name of a file you ve created  right click on it in Windows Explorer and choose  Properties         5 5 2 Creating Session Data Files with Excel  To create a session data file with Excel  follow these steps     Open the file in Excel   Select File from the Menu bar   Select Save As   In the Save As dialog box  select Save As Type  Text  Tab Delimited   Save your session to   C  Program Files  AccuScan PalmW Data username ToPDANSO1 data    Note  If you are using the Custom HotSync Folder setting  save the file to the Custom HotSync  folder  under the  TOoPDA folder     AccuScan PalmM 0002 010 31    mm         Pm     m n B   F   Ale mis m a f IV Ail A AA  gp   TAFA   f WAOVKATRAL b RADHA NINN IATA   Ullal oO Vici lauil lu Jdld   us B ILA RS LV I w w FW ET TA NV    hor  Ens LA LOA  ww bd         H Lo    6  Close 
17. current version of AccuScan Palm from the POS X website  or an authorized POS X reseller  AccuScan Palm can be downloaded from the  POS X website at http   www POS X com downloads htm     Install AccuScan Palm to your PC by simply double clicking the downloaded  install file  This file is named accuscanpalm 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 AccuScan Palm application installed on your PDA     On the PDA  tap the AccuScan Palm 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 AccuScan Palm data capture experience  proceed to  the session setup portion of this manual    Installing AccuScan Palm on Multiple PDAs    Before installing AccuScan Palm on multiple PDAs  it is recommended that each PDA be  HotSynced at least once with Palm Desktop and assigned a PDA user name  With AccuScan  Palm installed on your PC use the PDA Installer to select the PDAs you want to install AccuScan  Palm on  The PDA install tool can be found on your PC  click on Start      Programs     AccuScan  Palm  and select the  PDA Installer  icon  Then simply HotSync each
18. date Immediately is not selected and Validation settings do exist  the field data will  still be validated when the record is submitted     Unique Within Record   When selected  this option prevents duplicate data values within the current record  If a field is  submitted and it violates the Unique Within Record setting  an audible alarm and error message  is displayed     Unique Within 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 Within Table  setting  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  lf 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 AccuScan Palm  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 accur
19. e clicking the created file and selecting the appropriate user  to receive it during that user s next HotSync  POS X also offers an enterprise deployment  application included with your AccuScan Palm installation  This application allows for an easier  method of distributing backup configuration files to multiple users simultaneously     AccuScan PalmM 0002 010 14    Backup       Back up session data  O Back up drop down lists     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 databases 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 configuration 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 TRPP AccuScan Palm Sessions pdb where     C  Program Files Palm   Palm Desktop install location   username    The PDA username of the current PDA     TRPP AccuScan Palm Sessions pdb  The Palm database containing session  configuration information     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  TRPP List SxxF yy pdb where    XX   the Session number of the current 
20. e on your  PC  Todo this  create a text file 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  lt tab gt  is a tab character     A sample of a field hints upload file looks like this     7  S01_Hints tut   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     AccuScan PalmM 0002 010 32    Chapter 6  Administration Settings    Once sessions are configured it is customary to implement password protection so field  personnel cannot easily alter the session settings  When a Password is set  a user is required to  enter this Password to access any areas protected by the AccuScan Palm 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     6 1 Setting Passwords    Select Use Password   Enter your Password   Enter additional protection levels  Session  Settings  Field Settings  Delete One  Record  Delete All Records and Edit  Records  Refer to Sections 6 1 2     1  Select Passwords in the Grid Screen    s oh    la ma m n ma m n ae aa    nable Protection for  PY Session S
21. ea where the user does his data entry  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  below     ee Recs       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     Field Hint    AccuScan PalmM 0002 010 27    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        5 2 Quick Buttons    AccuScan Palm specializes in streamlining screen interactio
22. eate their own Drop Down list menus for specific    fields  AccuScan Palm gives the user the ability to create these lists either directly on the PDA or  from a file on the PC via a HotSync data transfer      AccuScan Settings  Drop down     Session   w Packing Slip         Allow PC Update Modify          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     Modity    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        AccuScan Settings  Drop down     Session   w Packing Slip    Type w Text    Validation       Field   Drop down    EHE  ET TH  rU rrt  pepe  A Tu   WS  A  A    2  eh  eit    2  5  ER    Mu  net    eM   E   HERE   rs  E 
23. ession Attributes  The first step in creating a AccuScan Palm 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        AccuScan PalmM 0002 010 10    2  Select Session Settings  3  Select the New button     m  MS    xh    fe  D   M   mns  eur  5    T  ur  m  5  E  We    te  hs    General    A  a  i   z  E  A   Z  tes    tH  ox  a  i  a  A  y  d    HV  Her  Du  SE  ne  ru    a    t     eee  t     Start On Screen  w Main  Start On Field    Field     O Edit on scan find in grid  O Edit on click in grid    Te  C NITE             lip       a Hew     General  Start On Screen  w Main  Start On Field    w Field     O Edit on scan tind in grid     Edit on click in arid      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 1 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     Packing
24. ettings    By Field Settings   O Delete One Record     Delete All Records     Edit Record       6 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     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 records 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 after it is submitted     AccuScan PalmM 0002 010 33    6 2 Deploying Configured Sessions to Multiple Users  6 2 1 How to Copy One PDA s Configuration to Other PDAs    AccuScan Palm configured sessions can easily be deployed to your mobile workforce  To  perform an enterprise wide deployment  simply follow these steps     Create desired configuration on one PDA    Test this configuration until satisfied with the results    Perform HotSync with this PDA    Locate the created file TRPP AccuScan Palm Sessions pdb  Note that this file will only   be created if the Session Level option for backing up Session Data is selected  Please   refer to Chapter 3 for more det
25. hapter 6 should be read  thoroughly  In order to ease the learning process of AccuScan Palm  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  depending on the package  purchased     We have also included a tutorial in this manual  Refer to Chapter 7 for more information on this  topic     1 5 Bar Coding with AccuScan Palm   AccuScan Palm 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 AccuScan Palm  we recommend using a    barcode enabled PDA  A list of the current barcode enabled PDAs supported by AccuScan Palm  are listed below  All of these units are available for purchase at http   www POS X com     Current Palm OS bar code enabled PDAs include     SPT 1500 1550 Series by Symbol Technologies    SPT 1700 1800 Series by Symbol Technologies  CSM 150 Bar Code Plug in Module for Handspring Visor by Symbol Technologies  Momentum II Bar Code Plug in Module for Handspring Visor by PSC     Discontinued       AccuScan PalmM 0002 010 5    1 6 Integrating AccuScan Palm    AccuScan Palm data can be HotSynced to the PC in one of five popular file formats  Refer to  Section 5 3 1 for a more detailed discussion on file transfer formats  This flexibility makes it  possible to integra
26. les on the PC             ccccccccsssseceeeceeeeeeceeeeeeeeeesseeeeesssaaeeeess 29  5 4 3 Linking AccuScan Palm Session Data to an MS Access Table                   30  5 4 4 Linking AccuScan Palm Data to an MS Excel Worksheet                           30  5 4 5 ODBG Linkto Dala File 5 trot d eut cet ve Sonde tes Masse 30    AccuScan PalmM 0002 010 2    5 5 HotSyncing Data from the PC to the PDA               cccccccsseeeeceeeeeeeeeeeeeeeeeesaeeeeeeeeeeeeeeaas  5 5 1 Sending Session Data to the PDA              cccccccssseseeceeeeeeeaeeeeeeeeeesesaaaeeeeenes   5 5 2 Creating Session Data Files with ExCel               ccccccsccceceessseeeeeeeeeeeeeaesseeeees   5 5 3 Sending Drop Down Lists to the PDA               ccccccccccceeeeeeeeseeeeeeeeessaeeeeeeenes   5 5 4 Sending Field Hints to the PDA  Pro version only                                         Chapter 6  Administration Settings                              1       eeee eee LL Leeeeeeeece ee eeeee nenne enhn nnn nnmnnn  6 1 oOetildqbasSWORCISiudqiedtiudasss decies ulsesuidteleorelate a ai etude selbe d esM ud aan   6 1 2 Enable Protection  Tor   aie E eee rii tut eo rete ro edes alee    6 2 Deploying Configured Sessions to Multiple Users  6 2 1 How to Copy One PDA s Configuration    6 2 2 File Names Used by AccuScan Palm       AccuScan PalmM 0002 010    to Other PDAs       Chapter 1  Introduction  1 1 What is AccuScan Palm     Create enterprise class  barcode enabled  data collection applications in minutes for most ta
27. ling POS X com at 1 800 903 6572    New Location for Data Files  C  Program Files AccuScan Palm Data username FromPDA   New Location for Uploading Files  C  Program Files AccuScan Palm Data username ToPDA    New Name for List Upload Files    NEW  S01F02 txt    Note  The    Custom HotSync Path  feature is available only in AccuScan Palm 2 0 Pro edition     2 5 Removing AccuScan Palm Installation    In the unlikely event that you would like to remove AccuScan Palm from your PDA  follow these  simple instructions     1  On your PC  select  PDA Installer  from Start Menu programs within AccuScan Palm    2  Select to  Remove AccuScan Palm  from PDA Installer application    3  Use the Add Remove Programs feature in MS Windows via Control panel to Remove  POS X AccuScan Palm   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  just below Home   Choose the  Delete option and select AccuScan Palm 2 0     AccuScan PalmM 0002 010 9    Chapter 3  Sessions    Chapter 3  Sessions    AccuScan Palm 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 S
28. me 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 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 time that the record  was submitted as opposed to the default operation of using the time that the record was  created  This is only relevant for date time based variable settings  of course  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     AccuScan PalmM 0002 010 24    4 2 5 Drop Down Lists    Drop Downs allow AccuScan Palm users to cr
29. n  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     The Up Arrow key allows the user to move up one field on the Entry Screen   Please 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 AccuScan Palm 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     AccuScan PalmM 0002 010 28    5 3 Finding Data    While in the Main Screen  AccuScan Palm users can search the session database while 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     m  m       eT   We    m     ale    mE    us    a    eadi     Db55256  15 34 46 IDV    T    m    us    mE   reb  deck    e    is  fs    5    e    a       If you are manually entering data  you must click the Find button  If yo
30. nder the AccuScan Palm Data folder where AccuScan Palm 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 POS   X AccuScan Palm  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 on the PDA under Session Settings    AccuScan Palm 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 AccuScan Palm session     ELEM  Fie Edt Search Help    Datas DataS Data     Datah Datas Datad Data  Data Data  Data1t    Datah1 Datak   Data33 Datahh  Data55  Data  66 Data     Data8B Data99 Dbatal fib  Datasi1 Data    Da3ta333 Datahh   Da  ta555 D
31. ral Session Settings crasu a a a a i a 11  3 2 2 PIOUS YING SEINS cusan ethics ias a a 12  3 2 3 Data Storage and Transfer Settings              ccccccccecsssseeeeeeeeseeeeeeeeeeeeessaeeeeees 13  3 2 4 Backup SOLIS   2 eet ni oe Run dees Eon oe vnue Sieb utslesv dat omes se ki ubotisd oed pui D de 14  3 9 Deploying Configured Sessions to Multiple Users                                        essseseeeesess 15  Chapter  4  Field Settings   5 oce etin eod next ra ecd eite aa ao ua end aicut Cu tin du Qaa atico oda 16  4 1 Gorihiguring Field  Sets  eeu de e bre aen terre ota abeo mer fa deo D etus 16  4 2 Field  Settings  Ex Plaine mios use pat ia a le e e eus Merde eerie idee  18  4 2 1 Feld TY 6S EE 18  4 2 2 General  Field Gelili8Susisietiotio oet iere pe ete eee tin ides e eie I esee ieee atta 20  4 2 3 Validation Field Sets   33th aeo ro Pete rabat es reel teen leote cord ov Pe roa eost ee 23  4 2 4 Alter Scan Field Seming S aeee copio od vore Prep Ice E seni bebe ro tei op d sioe 23  4 2 5 DOP  Brod BIET 25  Chapter 5    Managing Dal    5 oem i eo eua ductu ond ie ada duos iva Rida E due unde 27  5 1 Entering Bale aeui alate a chats natal durae euet p tuf eit eM eei utes 27  5 2 JIC BEIONS o tact sec cassette oin item teste sau action tont rs Metu to AM IE M TE f Idus 28  9 9 minelNsaDi cr ETE 29  5 4 Managing Data from the PDA to the PC                     eesseeeesseseeeeeneeeeennmeennnnnnne 29  5 4 1 How Data Is Sent to the PO  isoine iriak aaan 29  5 4 2 Viewing Data Fi
32. re shown below     Date Popup Dialog Time Popup Dialog Numeric Popup Dialog  Facker Date l Packing AMA Recs  Packing AA Recs    Packer A  12542378    1112 13  14 15 Packer Time    18 19 20 21 22 23  25 26 27 28 29 30 EJ      Jie 19  cancel    Numeric Popup Dialog Button Definitions       Subtracts 10 from the Qty        Subtracts 1 from the Qty       Adds 10 to the Qty        Adds 1 to the Qty    Done Enters the Qty  and returns the user to the data entry screen    BS Backspace   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     A  frfri i Q F      4 f      9  Accuscan PalmM 0002 010 c c    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     4 2 3 Validation Field Settings    Validation Field Settings allow the user to exhibit controls that check the accuracy of the entered  data      AccuScan Settings  Validation        Session   w Packing Slip    Field 1 Mamie  Packer 3    Field  Type  w Text  Field3    Feld Validation  Fields  After Scan   Drop down          validate Immediately     Unique within recard       Unique within table  Min Len  5 Max Len  5       Validate Immediately   This option represents whether or not a field should be validated immediately after it is entered   When Vali
33. 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 4 2 Viewing Data Files on the PC    Data files sent to the PC can be quickly viewed by selecting Programs     AccuScan Palm      Browse Data and then selecting the Users data you wish to view     AccuScan PalmM 0002 010 29    5 4 3 Linking AccuScan Palm Session Data to an MS Access Table    Microsoft Access is an affordable and popular database that can be utilized to manage AccuScan  Palm data  To import AccuScan Palm 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    In the Import dialog box  select Files of type  Text files    txt     In the file name list box enter you the path to S01 data txt     Select Import     Qe te or dae c m I    Follow the Import Wizard steps to complete the import     5 4 4 Linking AccuScan Palm 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 AccuScan Palm generated text file    Select the file and Click Open     Answer any questions regarding the type of data file as is appropriate     UN
34. 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 TRPP Hint Sxx pdb where   XX   the Session number of the current session    3 3 Deploying Configured Sessions to Multiple Users    Please refer to Chapter 6  Section 6 2 for a detailed look into how to deploy session  configuration to your entire workforce     AccuScan PalmM 0002 010 15    Chapter 4  Field Settings    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     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 AccuScan Palm  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 AccuScan Palm field settings in more detail     4 1 Configuring Field Settings  Below we go through the steps required to config
35. sks  including asset management  inventory control  and many others with AccuScan Palm  No  programming knowledge is needed  Simply create your familiar forms right on your PDA     Designed by Symbol Certified Programmers  AccuScan Palm 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  AccuScan Palm is the right choice     Common AccuScan Palm Applications    Inventory Management   Asset Management    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 AccuScan Palm 2 0    Great feedback from AccuScan Palm users leads to the release of AccuScan Palm 2 0   AccuScan Palm continues to be the affordable solution for most data capture requirements   Exciting new features ease AccuScan Palm session deployment and offer more data  management capabilities     The latest 2 0 version introduces AccuScan Palm Pro  the POS X solution for those who need  even more  With 30 configurable fields and signature capture  AccuScan Palm Pro is choice for  those who have extended data capture needs     AccuScan Palm 2 0 New Features Highlights    Increased maximum fields to 30  Pro version only   
36. 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        3 2 2 HotSync Settings    HotSync settings are used to control how data is routed during HotSync to the PC     Packing      Hot Syric  O Delete Data After HotSync         Archive Po Data after transfer  O Use custom HotSyne Folder       Delete Data After HotSync  Select Delete Data After HotSync if the data should 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     12    AccuScan PalmM 0002 010    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 s
37. st     Send Non Visible Fields   By default  AccuScan Palm does not 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     Include Field Names   By default  AccuScan Palm 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  being 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    AccuScan Palm 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 6  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  AccuScan Palm 2 0 simply by doubl
38. t  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 increment 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 both the Edit on Scan Session setting as well as  the Auto Find on Scan Field setting  Refer to the appropriate Session and Field settings  section of this manual for more information in those areas     The INCR variable type can also be used to count backwards by setting the second  number to a negative value  When the field reach zero  AccuScan Palm alerts the user   For example  INCR 10  1    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     LE           Session  ww Packing Slip Packer A 052272003    Field 1 Marne  Field 1    dep DX xin Signature  Field Roa   Fields 4  After Scan   Drop down      Dota Type  ww General    Default  ww      EY Visible  w  Show in Grid    ff Use PopUp Dialog O Read Only       4 2 2 General Field Settings   General Field Settings allow the user to define the most basic field attributes  These settings
39. te 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 2 for more  information     Visible   This option 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 a
40. te AccuScan Palm with most programs and databases  AccuScan Palm 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 AccuScan Palm will work with     Excel   Microsoft Access  Microsoft SQL  Oracle   People Soft  FileMaker  FoxPro    1 7 POS X Support    As a registered AccuScan Palm user  you receive free email support for 30 days from the date of  purchase  During this period  we are available to answer AccuScan Palm questions as well as  general bar code questions  Our goal is to provide AccuScan Palm users the tools to capitalize  on the efficiencies of bar code data acquisition  To contact POS X technical support  please    email supporto  POS X com   Extended support contracts can be purchased at  http   www POS X com     AccuScan PalmM 0002 010    Chapter 2  Installation    This chapter details the steps for installing AccuScan Palm     2 1    2 2    2 3    System Requirements    Windows 95 98 NT 2000 XP  Palm Desktop v3 1 or higher  includes HotSync Manager   Palm OS PDA running Palm OS 3 0 or higher    Automatic Installation    1     er Ie Go MI    10     Make sure you have Palm Desktop installed and working with your PDA  If not   please visit www palm com or contact your PDA vendor for support  AccuScan  Palm requires that Palm Desktop  and the included HotSync Manager  be  installed and working before AccuScan Palm can be installed     Download the most 
41. the Excel file  7  Perform a HotSync to upload the data file to the PDA    5 5 3 Sending Drop Down Lists to the PDA    AccuScan Palm also allows the user to prepare and manage Drop Down lists on the PC for later  upload to the PDA running AccuScan Palm  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 S02F04 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     6 502_f04   Notepad     OF x   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 5 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 fil
42. u 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 4 Managing Data from the PDA to the PC    AccuScan Palm comes with a HotSync conduit allowing easy transfer of collected data via the  standard Palm Desktop HotSync process  This section outlines all of the features available for  PC processing     5 4 1 How Data Is Sent to the PC    AccuScan Palm transfers all session data to the PC via the standard HotSync    process  The  POS X installation provides a shortcut for accessing your data folder  This shortcut is available  from the Start Menu Programs  AccuScan Palm 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 AccuScan Palm 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 
43. uccessful  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        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 scriPOS X 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 HotSync 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        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     Packing       Export As     Text  Tab Delimited    W 
44. ure field settings     1  From the AccuScan Palm Main Screen  select the Palm Menu button        AccuScan PalmM 0002 010 16    2  Select Field Settings  3  Select a AccuScan Palm session         EEL dmn             Session settings  5    Field Setting    Packing Slip    RE  t     E    rH    EY Visible  w  Show in Grid  BY Use PopUp Dialog O Read Only         4  Select a field to configure   5  Enter the field Name          Field 1  Field     Field4            Drop Down  Checkbox    EY Visible  w  Show in Grid  BY Use PopUp Dialog O Read Only         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     General    EY Visible  w  Show in Grid  BY Use PopUp Dialog O Read Only       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     AccuScan PalmM 0002 010 17    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  AccuScan  Palm has four available Field Types  Text  Drop Down  Checkbox and Variable  AccuScan    Palm Pro has an additional Signature Field Type     BY Visible m Show in Grid  BY Use PopUp Dialog O Read Only       Text  Text fields should be chosen when data is to be entered via a bar code  keyboard  or graffiti  The    
    
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