CONTACTS SYNCHRONIZER FOR IPAD USER GUIDE



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Transcription:

User Guide CONTACTS SYNCHRONIZER FOR IPAD USER GUIDE Product Version: 1.0

CONTENTS 1. INTRODUCTION...4 2. INSTALLATION...5 2.1 DESKTOP INSTALLATION...5 2.2 IPAD INSTALLATION...9 3. USING THE CONTACTS SYNCHRONIZER ON THE DESKTOP...10 3.1 IPAD CONTACTS SYNCHRONIZER MENU...10 3.2 CREATING NEW PROFILE...11 3.3 PROFILE TYPE SELECTION...11 3.4 DATABASE SELECTION & SYNC INFORMATION...13 3.5 TABLE SELECTION/QUERY BUILDING...14 3.6 APPLYING FILTERS...15 3.7 FIELD MAPPING...17 3.8 FIELD MAPPING PREVIEW...18 3.9 SYNCHRONIZE DATABASE TO IPAD...18 4. USING CONTACTS SYNCHRONIZER ON IPAD...19 5. FREQUENTLY ASKED QUESTIONS...20 5.1 HOW TO GET UDID OF IPAD?...21 6. SYSTEM REQUIREMENT...21 List of Figures

Figure 1: Start Installation...5 Figure 2: Check Internet Connection...6 Figure 3: Device ID of ipad...7 Figure 4: Installation Path...8 Figure 5: Finish Setup...9 Figure 6: Desktop Menu...10 Figure 7: New Profile Menu...11 Figure 8: Selection of Sync Action...12 Figure 9: Database Selection...13 Figure 10: Table Selection...15 Figure 11: Apply Filter...16 Figure 12: Field Mapping...17 Figure 13: Field Mapping Preview...18 Figure 14: Icon of ContactSync on ipad...19 Figure 15: Contacts Sync App on ipad...20 Figure 17: How to get UDID...21

1. Introduction Welcome to Contacts Synchronizer for ipad. It will help you to transfer desktop database contents to ipad Contacts Application. It allows transferring databases like MS Access, MS FoxPro, MySQL, dbase, and any ODBC Compliant Database like Oracle, SQL Server on IPad Contacts. It follows very simple approach. There are two components. One works on desktop computer having Microsoft windows and other on ipad. You just have to use the desktop side program (ipadcontactsync) to create desktop database profile (selection of database). Just run ipad side program to work with Desktop component. Features: 1. Overwrite/Adds any database to ipad Contacts 2. Other Group data will be safe while syncing any database with the specific Group. 3. Supported Databases: MS Access, MS Excel, MS FoxPro, dbase, Oracle, SQL Server, MySQL and any ODBC-compliant Databases. 4. Transfer data from multiple tables. 5. Wireless data transmission. 6. Transfer data to specific ipad Contacts Group. 7. Creates various Groups in ipad Contacts application. 8. Take backup of your Contacts on PC by Sending Contacts from ipad Via Email.

2. Installation This software needs to install two components. Install one component on your windows base Personal Computer (Desktop Installation) and another component on ipad. 2.1 Desktop Installation Download ipadcontactssynchronizer.exe setup file on Windows base PC. Please make sure that Internet is available on the PC. Run this ipadcontactssynchronizer.exe Setup file, this will show following screen. Figure 1: Start Installation In next installation step, software will check Internet connection available on your PC.

Figure 2: Check Internet Connection Now Enter 40 characters UDID of your ipad as Device ID. To get Device ID, connect your device to your PC and launch itunes. In itunes, select your device in the Devices section and navigate to the Summary tab. Click on the Serial Number label to reveal the Identifier field and the 40 characters UDID. Press Ctrl+C to copy the UDID to your clipboard, and paste it in Device ID and Confirm Device ID field. Software will only send data to Contacts of the ipad whose UDID you have enter here.

Figure 3: Device ID of ipad Once you enter above information, in next installation step, select the installation path for this software on your Personal Computer.

Figure 4: Installation Path Now finish the installation of desktop component.

Figure 5: Finish Setup After successful installation of the software on PC, at installation path you will have ipad Contacts Synchronizer folder, which will have ipadcontactsync.exe and other files, required for this software. Shortcut for ipadcontactsync.exe and User Guide is available on your desktop. 2.2 IPad Installation From your computer: 1. Download the application from itunes. 2. Once the download is complete, sync your ipad with itunes. 3. Go to the Home Screen on your device and tap the ' icon. From your ipad: 1. Tap the App Store icon. 2. Search for Contacts Synchronizer for ipad. 3. Download the application.

Now you are ready to use Contacts Synchronizer software. Important: Install Contacts Synchronizer software on the PC on which internet is available. 3. Using the Contacts Synchronizer on the desktop This section will explain how to use Contacts Synchronizer software on your PC. Run ipad Contacts Synchronizer from the shortcut available on the desktop, or use Start Menu: Start->Programs->iPad Contacts Synchronizer-> ipad Contacts Synchronizer. 3.1 IPad Contacts Synchronizer Menu Figure 6: Desktop Menu

3.2 Creating New Profile From Profile menu, click New or Use "New Profile" Toolbar button to create profile for your database. By creating profile you can transfer data to Contacts. Figure 7: New Profile Menu 3.3 Profile Type Selection After selecting New Profile, you will be prompted to New Profile Wizard as shown below.

Figure 8: Selection of Sync Action From above screen select any one of the following sync type, by default sync type is "Desktop Database Adds ipad Contacts". "Sync data with specific ipad Contacts Group" option transfer data to specific group of Contacts. Due to this feature other Contacts do not get disturb. Data get transfers to specific group only. Default Group is ContactSync. Database will always transfer to this Group. Desktop Database Adds ipad Contacts:

Every time when sync take place, this profile type will keep your ipad Contacts as it is and new data from desktop database will be added to your previous Contacts, this sync type should be used only once, on next sync it can append same records and it will create repeated records. Desktop Database Overwrites ipad Contacts: Every time when sync take place, this profile type will delete all the data for specific group from your ipad Contacts and add complete new data from desktop database to Contacts of ipad. 3.4 Database Selection & Sync Information Figure 9: Database Selection From above figure, either select "File Based Database" or "ODBC Database".

File Based Database File based database allows you to select database like MS Access (mdb), Excel file (xls),dbase (dbf) files. Click on browse button and browse to the location where you database file is situated and select one. ODBC Database Databases compatible to ODBC can be selected using DSNs. Select a DSN from available DSNs of your machine. You can manage these DSNs by clicking on "Config" button. While selecting database, you may be prompted to enter security authentication like User Name and Password. Enter profile name of your choice. 3.5 Table Selection/Query Building After completing database selection, next step is table selection and building a query. Here you need to select a table from selected database. You will see screen below:

Figure 10: Table Selection 3.6 Applying Filters In above figure, click on "Filters button, you will see following filter dialog:

Figure 11: Apply Filter Here, you can apply as many filters as you want. Initially, one filter is shown, by default. Click on "Add" button to have more filters. Select check marks to those filters you want, select field from "Available Fields" popup, select operator from "Filter Operator" popup and click on "Filter Value" edit box and enter value, which you want as a filter condition value. Remember, filter values must be proper as per data type of selected fields. If you selected numeric field, say ID, then filter value must be numeric, say 35. For character data type filter value must be included in single quotes ('). For date/time fields, filter value must be in #. If you select filter operator IS then filter value must be NULL or NOT NULL. If you select filter operator like then filter values must be a pattern included in single quote. Here are some examples of filters. Phone NO IS NULL Name IS NOT NULL name like 'a% : Name starting with letter a name = 'John' amount >= 2000 birthdate = #1/1/1978# time >= #2:10# birthdate >= '1-jan-1978'

Note: Using # for filter conditions values may change depending on which database you are using. MS Access, Excel allows to uses # where as Oracle, SQL Server allows to use single quote (') for date filter values. 3.7 Field Mapping Figure 12: Field Mapping Here, you can map the custom database fields to IPad Contacts fields, After sync according to this field mapping the data will be transfer to IPad Contacts This page is basically meant for one to one Field mapping between device and your desktop database fields. The Left hand side contains the IPad Contacts standard fields, whereas the right hand side list contains the currently selected database fields. To change the field order, click a field name on the right hand and drag it up or down the list to

match the data on the left and mark it as checked as well. It does the proper field mapping. Apply the same procedure for rest of the right hand fields. After mapping click on "Finish" button to save the mapping in the profile database for further synchronization purpose. If your field mapping is not proper it will display appropriate message. If mapping is proper then the profile will be created successfully. 3.8 Field Mapping Preview Click on "Finish" Button to finish new profile creation. After finishing, you will get profile in left pane of ipad Contacts Synchronizer. Click on profile, database content preview will be shown on right pane of ipad Contacts Synchronizer window. This preview is different for different sync type. If the sync type is "Desktop Database Adds ipad Contacts " or "Desktop Database Overwrites ipad Contacts " then it's look will be as follows. Figure 13: Field Mapping Preview 3.9 Synchronize Database to ipad Use Sync button or use Synchronize Toolbar button to transfer current profile to ipad. Once Database is transfer to ipad, Software will show dialog Please use Get Contacts button in ContactsSync application on ipad to transfer data in Contacts. After

getting this message use Get Contacts button in ContactsSync application on ipad to transfer contacts to Contacts application. 4. Using Contacts Synchronizer on ipad Figure 14: Icon of ContactSync on ipad Tap on icon on ipad application. It will show you following application screen.

Figure 15: Contacts Sync App on ipad In Desktop side application after using Sync button, you will get message Please use Get Contacts button in ContactsSync application on ipad to transfer data in Contacts, After getting this message use Get Contacts button in the software on ipad to transfer contacts to Contacts application. 5. Frequently Asked Questions Frequently Asked Questions (FAQ) are questions that our customers routinely ask us or email about.

5.1 How to get UDID of ipad? To get Device ID, connect your device to your Mac/PC and launch itunes. In itunes, select your device in the Devices section and navigate to the Summary tab. Click on the Serial Number label to reveal the Identifier field and the 40 characters UDID. Press Ctrl+C to copy the UDID to your clipboard, and paste it in Device ID and Confirm Device ID field. Figure 16: How to get UDID 6. System Requirement Desktop: Windows 2000, Windows XP, Windows 2003, Windows Vista Device: ipad or ipod touch running OS 2.0 or higher

User Guide 8. Contact US You can use the following email addresses to contact us: 1. Product support support@cellica.com 2. Sales inquiries sales@cellica.com