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Symbol AccuScan Palm Pro, AccuScan Palm AccuScan Palm Pro manual

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Table of contents for the manual

  • Page 1

    AccuScan Palm / AccuScan Palm Pro Version 2.0 User Manual AccuScan Palm Version 2.0 POS-X.com and MGM Solutions Inc. Telephone: 1-800-903 -65 72 Fax: 1-360-738-3048 http://www.pos-x.com support@pos -x.com This docum ent and the s oftware described by this doc ument are sold a nd distribute d by POS-X.c om, a division of MGM Soluti ons Inc. All righ[...]

  • Page 2

    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 Featur es in[...]

  • Page 3

    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[...]

  • Page 4

    Chapter 2: Installation Chapter 1: Introduction 1.1 What is AccuScan Palm? Create enterprise class, ba rco de enabled, data collection applications in minute s for most tasks including asset management, inventory control, and many others with AccuSca n Palm. No programming knowled ge is neede d. Simply create your familiar forms right on your PDA. [...]

  • Page 5

    Chapter 2: Installation 1.3 Free Trial AccuScan Palm is a shareware application. A shareware applicatio n typically means that you can use it on a trial basis for no fee. In the Accu Scan Palm Splash Screen, select the version you would like to try (Standard or Pro) and y ou can dem o all of the features for that version. The trial download is limi[...]

  • Page 6

    Chapter 2: Installation 1.6 Integrating AccuScan Palm AccuScan Palm data can be HotSynced to the PC in one of five popular file format s. 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 data bases. ODBC Link for AccuScan Palm further[...]

  • Page 7

    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 (include s HotSync Manager) • Palm OS PDA running Palm OS 3.0 or higher 2.2 Automatic Installation 1. Make sure you have Palm Desktop installed an d work[...]

  • Page 8

    Chapter 2: Installation POS-X encourages all users wh o ben efit from AccuSc an Palm to register their copy. To register AccuScan Palm, we only require your AccuSc an Palm PDA ID and an Email address. We generate a unique registration cod e for your AccuSc an Palm PDA ID so it is important that you send the ID exactly as it appears on the Accu Scan[...]

  • Page 9

    Chapter 2: Installation New Registration Code Required Due to a new licensing algorithm, all users upgradi ng to AccuScan Palm 2.0 will need to get a new registration code. This pro ce s s is d iscussed 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 FilesAccuScan PalmData us[...]

  • Page 10

    Chapter 3: Sessions Chapter 3: Sessions AccuScan Palm allows users to create up to 32 unique data capture programs. These uniq ue programs are called Se ssions . Sessions ar e easily acce ssed from the Main Screen , where captured data can be viewed and searched. In this section, you will learn how to config ure session attributes to meet your data[...]

  • Page 11

    Chapter 3: Sessions 2 . Select Session Settings. 3. Select the New button. A ccuScan Sessions [ General ] 4 . Enter the name of the session you are creatin g. 5. Configure your session’s General, Hot Sy nc, Data and Backup attributes as describe d in AccuScan Sessions [ General ] Sections 3.2.1 - 3.2.4 . When you are finished, pre ss Done. If you[...]

  • Page 12

    Chapter 3: Sessions option takes effect only when this session was the last one used – each session h as 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 entere d when the program is initially opened. Exampl[...]

  • Page 13

    Chapter 3: Sessions 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 prefi x of “ old_” after a successful HotSync if this option is selected. In a multi-us er environment, many users would not sele ct this option because it preve[...]

  • Page 14

    Chapter 3: Sessions 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 M ax Length fiel d 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 f[...]

  • Page 15

    Chapter 3: Sessions AccuScan Settin g s [ Backu p ] Note: Enabling these backup option s can slo w down your HotSync process consid erably, since each time you HotSync a copy of the se lected database s i s 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[...]

  • Page 16

    Chapter 4: Field Settings Chapter 4: Field Settings After a session is created, fields within th at se ssion may also requi re configuration. Before configuration, all available fields with in the session are in a default state. Customizing your se ssion settings and field settings i s not re quired , as the default settings will work perfectly for[...]

  • Page 17

    Chapter 4: Field Settings 2. Select Field Settings . 3 . Select a AccuScan P alm ses sion. 4 . Select a field to configure. 5. Enter the field Name . 6. Select a Field Type . Section 4.2.1 discusses these field types in more detail. AccuScan Settin g s [ General ] A ccuScan Settin g s [ General ] 7. Enter General field settings. Section 4.2.2 discu[...]

  • Page 18

    Chapter 4: Field Settings 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, Checkb ox and Variable . AccuScan Palm Pro has an additional Signature Field Type. AccuScan Settin g s [ General ] Text Text fi[...]

  • Page 19

    Chapter 4: Field Settings Check Box Check box fields are used when simple Yes/No, True/False, On/Off selectio ns a re made. Check boxes should be used wh enever possible to speed data entry, and limit data entry error. AccuScan Settin g s [ General ] Variable Variable fields are used to automatically enter values such as Time and Date. T o set a Va[...]

  • Page 20

    Chapter 4: Field Settings 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 gre atest flexibility. To select a date format, c lick on “Home” and then “Pref s”, and cho ose “Formats” from the upper right-hand me nu. USER[...]

  • Page 21

    Chapter 4: Field Settings AccuScan Settin g s [ General ] 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 use d 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 ent[...]

  • Page 22

    Chapter 4: Field Settings Note 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 change s this value during data entry and Clear on Submit is not checked, the changed valu e is retained for the next record. Note 2: If the user clicks the Clear All button from the data en[...]

  • Page 23

    Chapter 4: Field Settings Read Only When the Read Only option is sel ected, the user does not have the ability to enter data in the selected field. This is com monly use d in conjunction with default values and Variable type fields. 4.2.3 Validation Field Settings Validation Field Settings allow the user to exhibi t cont rols that check the accurac[...]

  • Page 24

    Chapter 4: Field Settings NOTE: The ‘After Scan’ rules are trigge red by both a completed barcode scan as well as pre s sing the Down Arro w key on your PDA. AccuScan Settin g s [ After Scan ] Auto Submit This option represents wh ether or not to autom atically submit this record following an ' After Scan' event for this field. If thi[...]

  • Page 25

    Chapter 4: Field Settings 4.2.5 Drop-Down Lists Drop Downs allow AccuScan Palm u se rs to create th eir own Dro p-Down list menus for specific fields. AccuScan Palm gives the us er the ability to create these lists either directly on the PDA or from a file on the PC via a HotSync data transfer. AccuScan Settin g s [ Dro p -down ] Allow PC Update Th[...]

  • Page 26

    Chapter 4: Field Settings 3. Enter a List Item via barcode scan or Graffiti. 4. Repeat steps 2-3 to add additional list items. AccuScan Palm List Items can be e dited and deleted in the AccuScan Palm Lists screen. Simply choose the value to be edited and select the appropri ate button. NOTE : List Items may also be deployed to multiple user s. In m[...]

  • Page 27

    Chapter 5: Managing Data Chapter 5: Managing Data 5.1 Entering Data To enter data in AccuScan Palm, the user must firs t select the appropriate session. Once that is selected, clicking the Ne w button will start the data en try/collection process. AccuScan Entry Screen The Entry Screen is the area where the use r does his data entry. The fields are[...]

  • Page 28

    Chapter 5: Managing Data Clicking any field’s label will open the field’s Hi nt window. The Hints window displays reference details that aid in data collectio n. Sections 4.2.2 explains how to create and edit field Hints. AccuScan Settin g s [ General ] 5.2 Quick Buttons AccuScan Palm specialize s in streamlini ng screen interaction. We do this[...]

  • Page 29

    Chapter 5: Managing Data 5.3 Finding Data While in the Main Screen, AccuScan P alm users can search the session database whil e by using the Find feature. Follow the directio ns below to use the find feature. 1. Select a field to search. 2. Scan or enter data into the Find Field. 3. Click the Find button. A ccuScan AccuScan If you are manually ente[...]

  • Page 30

    Chapter 5: Managing Data 5.4.3 Linking AccuScan Palm Sessi on Data to an MS Access Table Microsoft Access is an affordable and popular database that can be utilized to ma nage AccuScan Palm data. To import AccuScan Palm session 1 data, file name S01_data.txt, follow these steps: 1. In MS Access, open your databa se or create a new d ataba se. 2. Se[...]

  • Page 31

    Chapter 5: Managing Data Many of our customers connect their A ccuScan Pa lm sessions with 3rd-party databa ses to give their current systems added functionality. By exporting their database s from Mi crosoft Access and/or Excel these data files can easily be created an d distributed. 5.5.1 Sending Session Data to the PDA All data prepared for uplo[...]

  • Page 32

    Chapter 5: Managing Data 5. Save your session to C:Program Files AccuScan PalmData username ToPDAS01 _data Note: If you are using the Custom HotS ync Folder se tting, save the file to the Custom HotSync folder, under the ToPDA folder. 6. Close the Excel file 7. Perform a HotSync to upload the data file to the PDA 5.5.3 Sending Drop-Down List[...]

  • Page 33

    Chapter 5: Managing Data Place this file in the ToPDA folder in your HotSync folder and it will be uploaded durin g the next HotSync operation. AccuScan PalmM-0002.010 33[...]

  • Page 34

    Chapter 6: Administration Settings Chapter 6: Administration Settings Once sessions are configured it is cu sto mar y to implement password protection so field personnel cannot easily alter the session setting s. When a Pass word is set, a user is required to enter this Password to access any areas protected by the AccuScan Palm Admin Settings. Adm[...]

  • Page 35

    Chapter 6: Administration Settings 6.2 Deploying Configured Sessions to Multiple User s 6.2.1 How to Copy One PDA’s Configuration to Oth er PDAs AccuScan Palm config ured sessions can easily be deployed to your mobile workforce. To perform an enterprise-wide deployment, simply follow these step s. 1. Create desired configuratio n on one PDA. 2. T[...]