Symbol AccuScan Palm Pro, AccuScan Pa User manual

AccuScan Palm / AccuScan Palm Pro
Version 2.0 User Manual
AccuScan Palm Version 2.0
POS-X.com and MGM Solutions Inc.
Telephone: [phone]
Fax: [phone]
http://www.pos-x.com
[e-mail]
This document and the software described by this document are sold and distributed by POS-X.com, a
division of MGM Solutions 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
MGM SOLUTIONS 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 MGM SOLUTIONS INC. LIABILITY
EXCEED THE PRICE THAT LICENSEE PAID FOR ACCUSCAN PALM.
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AccuScan Palm / AccuScan Palm Pro
Version 2.0 User Manual
Contents
Chapter 1: Introduction................................................................................................................ 4
1.1 What is AccuScan Palm?.............................................................................................. 4
1.2 New Features in AccuScan Palm 2.0............................................................................ 4
1.3 Free Trial....................................................................................................................... 5
1.4 Learning AccuScan Palm.............................................................................................. 5
1.5 Bar Coding with AccuScan Palm .................................................................................. 5
1.6 Integrating AccuScan Palm........................................................................................... 6
1.7 POS-X Support.............................................................................................................. 6
Chapter 2: Installation.................................................................................................................. 7
2.1 System Requirements................................................................................................... 7
2.2 Automatic Installation.................................................................................................... 7
2.3 Installing AccuScan Palm on Multiple PDAs................................................................. 7
2.4 Registering AccuScan Palm.......................................................................................... 7
2.4.1 Upgrading from AccuScan Palm 2.0 Standard to AccuScan Palm 2.0 Pro.. 8
2.5 Removing AccuScan Palm Installation ......................................................................... 9
Chapter 3: Sessions.................................................................................................................... 10
3.1 Configuring Session Attributes.................................................................................... 10
3.2 Session Settings Explained......................................................................................... 11
3.2.1 General Session Settings........................................................................... 11
3.2.2 HotSync Settings ........................................................................................ 12
3.2.3 Data Storage and Transfer Settings........................................................... 13
3.2.4 Backup Settings.......................................................................................... 14
3.3 Deploying Configured Sessions to Multiple Users...................................................... 15
Chapter 4: Field Settings............................................................................................................ 16
4.1 Configuring Field Settings........................................................................................... 16
4.2 Field Settings Explained.............................................................................................. 18
4.2.1 Field Types ................................................................................................. 18
4.2.2 General Field Settings ................................................................................ 20
4.2.3 Validation Field Settings............................................................................. 23
4.2.4 After Scan Field Settings............................................................................ 23
4.2.5 Drop-Down Lists ......................................................................................... 25
Chapter 5: Managing Data......................................................................................................... 27
5.1 Entering Data .............................................................................................................. 27
5.2 Quick Buttons.............................................................................................................. 28
5.3 Finding Data................................................................................................................ 29
5.4 Managing Data from the PDA to the PC..................................................................... 29
5.4.1 How Data Is Sent to the PC........................................................................ 29
5.4.2 Viewing Data Files on the PC..................................................................... 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 Using POS-X ODBC Link for AccuScan Palm to Control Data .................. 30
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5.5 HotSyncing Data from the PC to the PDA................................................................... 30
5.5.1 Sending Session Data to the PDA.............................................................. 31
5.5.2 Creating Session Data Files with Excel...................................................... 31
5.5.3 Sending Drop-Down Lists to the PDA......................................................... 32
5.5.4 Sending Field Hints to the PDA (Pro version only)..................................... 32
Chapter 6: Administration Settings........................................................................................... 34
6.1 Setting Passwords....................................................................................................... 34
6.1.2 Enable Protection for.................................................................................. 34
6.2 Deploying Configured Sessions to Multiple Users...................................................... 35
6.2.1 How to Copy One PDA’s Configuration to Other PDAs.............................. 35
6.2.2 File Names Used by AccuScan Palm......................................................... 35
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Chapter 2: Installation
Chapter 1: Introduction
1.1 What is AccuScan Palm?
Create enterprise class, barcode enabled, data collection applications in minutes for most tasks
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).
•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.
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Chapter 2: Installation
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, Chapter 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
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Chapter 2: Installation
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 integrate AccuScan Palm with most programs and databases. ODBC Link for
AccuScan Palm further simplifies the integration process by allowing users to seamlessly
connect to ODBC data sources. ODBC Link for AccuScan Palm is a separate application and is
available for free evaluation from our website at http://www.POS-X.com. 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 is integrated 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 [e-mail].
Extended support contracts, including phone support can be purchased at http://www.POS-
X.com.
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Chapter 2: Installation
Chapter 2: Installation
This chapter details the steps for installing AccuScan Palm.
2.1 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
2.2 Automatic Installation
1. 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.
2. Download the most 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.
3. 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.
4. 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.
5. On the PDA, tap the AccuScan Palm icon.
6. Select the mode you want (Standard or Pro), then click the Try It Button.
7. Click the New button to create a new record.
8. Test your scanner by scanning a barcode. Refer to your scanner’s hardware
manual for instructions on activating the barcode scanner.
9. Click the Done button to save the barcode just scanned.
10. To begin customizing your AccuScan Palm data capture experience, proceed to
the session setup portion of this manual
2.3 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 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.
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Chapter 2: Installation
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 [email protected] or call 1-800-903-
6572
2. 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.
3. Once you receive your registration code, follow the instructions below to enter the code
into your PDA.
Entering Your Registration Code
1. Start the AccuScan Palm application on the PDA.
2. Click the Register button in the AccuScan Palm Splash Screen.
3. Enter your Registration Code at the Code prompt.
4. If the Registration Code is valid, you will receive a Thank you for Purchasing
AccuScan Palm message.
2.4 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 Upgrading from AccuScan Palm 2.0 Standard to AccuScan Palm 2.0 Pro
4. 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.
5. Start the AccuScan Palm 2.0 application on your PDA, and go to the main screen.
6. Click on the menu and choose “About AccuScan Palm”
7. Click the “Upgrade” button in the lower right corner of the screen.
8. Click “OK”, then exit AccuScan Palm, and start AccuScan Palm again.
9. 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.
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Chapter 2: Installation
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
calling 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.
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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 Session 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.
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