UTORschedule:
Installation Notes for Oracle Sync for Palm 9.04
IMPORTANT
Note:
Our license now covers Oracle Calendar Sync for Palm however there
are no designated central resources to support Palm Pilots. The
Scotiabank Information Commons cannot provide assistance. Support
of Palm Pilots must be provided at the department level. Departmental
Oracle Calendar representatives must contact Alex Nishri at
416-978-7109 for more information before downloading Oracle Sync.
Before
installing Oracle Calendar, be sure that you have a
UTORid and UTORmail account
and a UTORschedule
account .
Download
Oracle Calendar Sync
for Palm
Windows
| Release Notes (pdf)
Macintosh
OS 9.X | Release
Notes (pdf)
Macintosh
OS X | Release
Notes (pdf)
Installation
and Troubleshooting
The following
documentation was written and prepared by Oracle. We recommend you
review relevant parts before installing Oracle Sync.
Oracle Calendar Sync synchronizes Oracle Calendar data with PDA
devices using either Palm OS for Windows and Macintosh, or Windows
CE. This enables you to download meetings, contacts, daily notes,
day events, holidays and tasks to your handheld, and updates can
be uploaded back to Oracle Calendar through the device's synchronization
process. This takes Personal Digital Assistant functionality one
step further, allowing direct synchronization with the data on the
server rather than the data on the desktop. Oracle Calendar Sync
replaces the desktop application with a conduit directly linked
to the calendar store. Oracle Calendar Sync's Preferences menu enables
you to customize the amount of information that is synchronized,
as well as download attendee lists and meeting details.
Installation
instructions for Oracle Calendar Sync for Palm (Windows)
System requirements
Table
5-1 System requirements for Oracle Calendar Sync for Palm (Windows)
Installing
Oracle Calendar Sync for Palm (Windows)
If you have a previous version of Calendar Sync (CorporateSync)
installed, Oracle Corporation recommends that you perform a synchronization
before you install Calendar Sync for Palm for Windows.
- Make sure HotSync is installed
on your machine.
- Run the
.exe setup
program provided with the distribution package and follow the
on-screen InstallShield instructions.
- Choose an installation type. If you choose Custom, there is
no difference between "This feature will be installed on local
hard drive" and "This feature, and all subfeatures, will be installed
on local hard drive". Select the conduits you want to install.
- Enter your user information,
including user name, password, calendar server and node ID.
- Follow the rest of the on-screen
instructions to complete the installation.
- Make sure your device is in its
cradle, then perform a synchronization. The first time you do
this after installation, a full synchronization will take place.
Installation
instructions for Oracle Calendar Sync for Palm (Macintosh)
System requirements
Table
5-2 System requirements for Oracle Calendar Sync for Palm (Macintosh)
Preparing
to install over previous versions
If you already have Sync software installed on your
computer and you have data stored in Palm Desktop, perform a HotSync.
If you have a Beta version of Oracle Calendar Sync installed,
or if you have version 2.1.4 or earlier of Oracle Corporate Sync
installed, you must do the following before installing Calendar
Sync for Palm for Macintosh, in order to protect your data.
- Remove the Oracle Calendar Sync
application (also known as CS Setup) from your Palm organizer.
- Purge all items from your Date
Book, To Do List and Address Book. If you do not do this, duplicates
of the items will be created when you perform your first HotSync
after installing Oracle Calendar Sync. Keep in mind the following
when purging data:
- Make sure that "Save archive copy
on PC" is selected.
- "To Do" items that have not been
marked as completed will have to be manually deleted.
- To delete the majority of, or all,
Date Book events, advance the date on your organizer by several
years, then do your purge. For example, change your organizer's
date to 2015, then purge all events "older than 1 week" to
delete all events from the past up until the year 2015.
Installing
Oracle Calendar Sync for Palm (Macintosh)
- Double-click the file
cal_syncpalm_macOS9_904.hqx
(cal_syncpalm_macOSX_904.hqx if you are using OS
X). This creates the Oracle Calendar Sync installer.
- Double-click Oracle Calendar
Sync Install. The installer checks for existing Sync files and
installs the program. Depending on your setup, this may take several
minutes. Some error messages may be generated and saved to the
install log; you can ignore these messages.
- Copy
Oracle Calendar Sync.prc
from
/Applications/Palm/Add-on/
to:
/Users/{user}/Documents/Palm/Users/{user}/Files
to Install/
where "{user} " is the name of the
relevant Mac user.
If you have only just recently installed Palm Desktop
and the "Files to Install" folder doesn't exist, just create
this folder manually.
Note:
The installer will move the Datebook , ToDo
and Address conduits to a folder entitled Disabled Conduits.
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- Turn on the Palm organizer and
place it in its cradle.
- Press the HotSync button on the
front of the Palm organizer cradle. The Oracle Calendar Sync application
will be installed on your Palm organizer.
Note:
You may get error messages in the HotSync
log saying that Oracle Calendar Sync cannot be located.
Ignore these messages.
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- If the HotSync Manager is running,
the installer will ask if you wish to close it. Click Yes
to exit the HotSync Manager.
- Click the HotSync icon in your
HotSync folder and select HotSync Manager.
- From the HotSync menu, choose
Conduit Settings. A list of synchronizable
items appears. Choose how you want Oracle Calendar Events, Tasks
and Addresses to be synchronized by double-clicking each item.
A dialog box appears with the following choices:
- Synchronize the files: Synchronizes
all information that exists on both your Palm organizer and
in Oracle Calendar.
- Macintosh overwrites hand-held:
Information in your Oracle Calendar Agenda overwrites Events,
Tasks or Addresses on your Palm organizer.
- Do Nothing: The specified Entry
type is not synchronized.
- Select a user name from the top
of the Conduit Settings dialog box. If there is only one user
name, it will be selected automatically.
- Open Oracle Calendar Sync on
your Palm organizer and enter your Calendar User Name, Password,
Server and Node. If you do not know this information, ask your
Network Administrator.
Oracle Calendar Sync is now installed but no Entry information
has been synchronized.
Installation
instructions for Oracle Calendar Sync for Pocket PC (Windows)
System requirements
Table
5-3 System requirements for Oracle Calendar Sync for Pocket PC (Windows)
Installing
Oracle Calendar Sync for Pocket PC (Windows)
If you have a previous version of Calendar Sync (CorporateSync)
installed, it is recommended that you perform a synchronization
before you install Calendar Sync 9.0.4 for Pocket PC.
- Make sure ActiveSync is installed
on your machine.
- Run the .exe
setup program provided with the distribution package and follow
the on-screen InstallShield instructions.
- Choose an installation type.
If you choose Custom, there is no
difference between "This feature will be installed on local hard
drive" and "This feature, and all subfeatures, will be installed
on local hard drive". Select the conduits you want to install.
- Make sure you install Oracle
Calendar Sync Helper files when prompted by the application. Your
device must be connected to install these files. If not, you can
connect a later time and click Start >
Programs > Oracle Calendar Sync for Pocket PC > Install
Device Files.
- Enter your user information,
including user name, password, calendar server and node ID.
- Follow the rest of the on-screen
instructions to complete the installation.
- Remove your device from its cradle.
- If you are upgrading from a previous
version, Select File | Delete Partnership.
- Return your device to the cradle.
The ActiveSync Partnership Wizard starts.
- Follow the on-screen instructions
to create a new ActiveSync Partnership. Select Oracle Calendar
as your plug-in for Calendar, Tasks and Contacts.
- Open Microsoft ActiveSync if
it does not open automatically.
- Click Sync if synchronization
is not automatically initiated. The first time you synchronize,
a full synchronization will occur.
Frequently
asked questions
Does Oracle
Calendar Sync use Oracle Sync Server?
No. Although they both use the same synchronization
engine, Oracle Calendar Sync and Oracle Sync Server are two separate
components serving two different purposes.
Oracle Calendar Sync replaces your PDA device's sync
conduits. Using your PDA desktop software, you can now synchronize
your PDA with the data on the Calendar Server.
Oracle Sync Server uses the SyncML standard to synchronize
calendar information between Oracle Calendar server and other SyncML-compliant
clients/servers/devices over any HTTP connection (physical connection
or wireless). This removes any dependency on additional components,
allowing full synchronization wherever an HTTP connection is available.
What data
can I synchronize with Oracle Calendar Sync?
You can use Oracle Calendar Sync to synchronize:
- Meetings (including location, attendee
list, attendee status and details)
- Daily Notes (including location, attendee
list, attendee status and details)
- Day Events (including location, attendee
list, attendee status and details)
- Tasks (including details)
- Contacts
- Holidays
Is conflict
resolution performed when events are modified on both my PDA and
the calendar server? (Windows only)
Yes, you can set rules to resolve conflicts when synchronizing
items you own that have been modified on both the calendar server
and your PDA. You can either replace the calendar server item with
the PDA item, or replace the PDA item with the calendar server item.
The exception to this is if an attendee is added or
removed from the list on the calendar server. Oracle Calendar Sync
will always retain those changes during synchronization. If you
have enabled the Add Attendee Names to Notes feature, Oracle Calendar
Sync will update the list of attendees in the Notes
section of your event accordingly.
In addition, unlike many synchronization solutions,
Oracle's synchronization solution uses intelligent conflict resolution,
determining who owns the event, and who is permitted to modify it.
This means that you cannot delete or modify events that you do not
own. If you modify one of these events in your PDA, it will be returned
to its original state once you synchronize with the Calendar Server.
After installing
Oracle Calendar Sync, there are symbols (+, -, ?, *) next to my
calendar entries on my PDA. What do these symbols represent?
The symbols indicate ownership as well as attendance
status. The list below provides an explanation of the symbols
- [+] -
An event you own and are attending
- [-] -
An event you own but are not attending
- [?] -
An event you own but for which you have not yet confirmed your
attendance status
- [*+] -
An event you do not own and are attending
- [*-] -
An event you do not own and are not attending
- [*?] -
An event you do not own and for which you have not yet confirmed
your attendance status
How do I
select the conduits with which to synchronize using Oracle Calendar
Sync for Palm (Windows)?
If you want to choose which conduits you want to synchronize
with Oracle Calendar Sync, you must perform a Custom installation
of Oracle Calendar Sync.
If you need to re-install Oracle Calendar Sync so that
you can select the Custom installation option, do the following:
- Uninstall Oracle Calendar Sync
for Palm (Windows).
- Double-click Add/Remove
Programs from the Windows Control Panel.
- Choose Oracle
Calendar Sync 9.0.4 for Palm and click Add/Remove.
- Follow the installation instructions
in Installing Oracle Calendar Sync for Palm
(Windows) and select Custom
as the installation type. You can then choose which conduits you
want to install.
Why are
events rescheduled in my PDA after I synchronize?
The time zones on your PDA and Oracle Calendar client
must correspond.
Can I synchronize
my offline agenda with Oracle Calendar Sync? (Windows only)
No, Oracle Calendar Sync is strictly available for online
synchronization - you must have a network connection to the Oracle
Calendar server in order to synchronize.
When should
a full synchronization be performed? (Windows only)
A full synchronization should be performed under the
following circumstances:
- You have deleted old data (before your
specified date range) on your device to free up space and you
do not want Oracle Calendar Sync
to purge that data from the Calendar server during synchronization.
- You have deleted current data (within
your specified date range) on your device accidentally and you
do want Oracle Calendar Sync to
restore that data on your device during synchronization.
- If you are planning on using Oracle
Calendar Sync with more than one desktop computer, it is important
to perform a Full Synchronization on the originating desktop computer
before synchronizing with another desktop. In addition, your first
synchronization on the other desktop should be a Full Synchronization.
Can I keep
my mobile device synchronized with two desktop computers?
If you want to synchronize with two desktop computer,
make sure you perform a Full Synchronization of all your data types
when you switch from one machine to another. For example, you have
a mobile device which you want to keep synchronized with Computer
A, your workstation, and Computer B, your home computer. You perform
a Full Synchronization of your mobile device with Computer A once,
and then work normally. At home that night, you perform a Full Synchronization
of your mobile device with Computer B once, and then work normally.
When you return to Computer A the next day, you perform a Full Synchronization
once, and then work normally.
Can I view
a full report on my synchronization? (Windows only)
Oracle Calendar Sync for Palm (Windows):
Choose Start > Programs >
Oracle Calendar Sync for Palm > View Log. Oracle Calendar
Sync for Palm archives the last five (5) logs for each Entry type.
Oracle Calendar Sync for Pocket
PC:
Choose Start > Programs >
Oracle Calendar Sync for Pocket PC > View Log. Oracle
Calendar Sync for Palm archives the last five (5) logs for each
Entry type.
NOTE:
Synchronization logs provide a full status report
on every entry processed during synchronization, while message
logs report any warnings or errors that may have occurred.
A successful synchronization will produce a blank message
log and a checkmark next to every entry in the Synchronization
log.
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Troubleshooting
Oracle Calendar
Sync for Palm (Windows)
When trying
to install Oracle Calendar Sync the installer returns the following
message: "You must install Palm Desktop prior to installing this
application".
The Oracle Calendar installer cannot find Palm Desktop
on your desktop computer, possibly because Palm Desktop was not
installed, or an unsupported version of Palm Desktop was installed.
You must install Palm Desktop prior to installing Oracle Calendar
Sync.
Reinstall Palm Desktop or revert to a supported version
of Palm Desktop. Note that Oracle Calendar Sync supports Palm Desktop
3.1 to 4.1.
I just installed
Oracle Calendar Sync for Palm. Why can't I synchronize Palm Desktop
with my Palm device?
Oracle Calendar Sync software replaces Palm conduits
with Oracle Calendar conduits. Palm Address,
Date Book and To
Do conduits are replaced with Oracle Calendar Address Book,
Oracle Calendar Events, and Oracle Calendar Tasks. As a result,
only Oracle Calendar entries can be synchronized with your Palm
device.
Why can't
I establish a connection between my mobile device and the calendar
server?
- Make sure your mobile device is properly
placed in its cradle, and that the cradle is connected to your
computer.
- If you are connecting through a port,
make sure no other programs are using the same port as your mobile
device.
- Close the HotSync Manager and then open
it again.
- Make sure that you are using the right
HotSync option in the HotSync application (Network vs. Modem Sync).
- Consult the documentation included with
HotSync.
NOTE:
The calendar server may temporarily be down
or not running properly.
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Why is it
taking so long to perform a synchronization?
- If you are performing a Full Synchronization,
the process will take longer than normal. See the Performing a
Full Synchronization for a Conduit section in the Oracle Calendar
Sync for Palm (Windows) online help for more information.
- Narrow the date range and the size of
details included during synchronization.
- Select Delete entries
outside of sync range from device to help reduce the
time needed for synchronization.
Why are
some Palm items not displayed in my Oracle Calendar client after
synchronization?
- Because Oracle Calendar Sync for Palm
synchronizes your data with the calendar server, you may have
to refresh your desktop calendaring application (Oracle Calendar
desktop client or Oracle Connector for Outlook) or refresh the
Web page you are viewing (in Oracle Calendar Web client) to view
the changes.
- Make sure you own the entry. If you
do not own the entry and attempt to modify it, Oracle Calendar
Sync for Palm will discard your modifications during synchronization.
- Make sure you are running Oracle Calendar
desktop client in online mode. If you are offline, you will not
be able to view the changes to your calendar until you reconcile
your offline calendar with the calendar server.
- Make sure you have not already changed
the mobile device entry on the calendar server, and that you have
not given priority to the calendar server when resolving entries
that have been modified in both locations (see the Setting Synchronization
Rules section of the Oracle Calendar Sync for Palm (Windows) online
help for more information).
Why are
some entries not displayed on my Palm after synchronization?
- Make sure the entries in question are
within the date range you specified.
- Make sure your mobile device and cradle
are properly connected.
After synchronizing,
why are untitled meetings created with my Palm not visible in Oracle
Calendar?
It is a known limitation that either a Note, or Location
must be specified to create an untitled meeting. Otherwise, the
untitled meeting will not be created.
Why is my
Palm device not able to establish a connection with my computer?
It is possible that Oracle Calendar Sync cannot establish
a connection with your computer due to a disconnected serial cable,
or an unavailable serial port. Verify that the serial cable leading
from your cradle is properly connected to a serial port on your
computer.
Oracle Calendar
Sync for Pocket PC (Windows)
When trying
to install Oracle Calendar Sync the installer returns the following
message: "You must install ActiveSync prior to installing this application".
The Oracle Calendar installer cannot find ActiveSync
on your desktop computer, possibly because ActiveSync was not installed,
or an unsupported version of ActiveSync was installed. You must
install ActiveSync prior to installing Oracle Calendar Sync.
Reinstall ActiveSync or revert to a supported version
of ActiveSync. Note that Oracle Calendar Sync supports ActiveSync
3.0 to 3.6.
Why can't
I establish a connection between my mobile device and the calendar
server?
- Make sure your mobile device is properly
placed in its cradle, and that the cradle is connected to your
computer.
- If you are connecting through a port,
make sure no other programs are using the same port as your mobile
device.
- Consult the documentation included with
ActiveSync.
NOTE:
The calendar server may temporarily be down
or not running properly.
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Why is it
taking so long to perform a synchronization?
- If you are performing a Full Synchronization,
the process will take longer than normal. See Performing a Full
Synchronization for a Plug-in section in the Oracle Calendar Sync
for Pocket PC online help for more information.
- Narrow the date range and the size of
details included during synchronization.
- Select Delete entries
outside of sync range from device to help reduce the
time needed for synchronization.
Why are
some Pocket PC items not displayed in my Oracle Calendar client
after synchronization?
- Because Oracle Calendar Sync for Pocket
PC synchronizes your data with the calendar server, you may have
to refresh your desktop calendaring application (Oracle Calendar
desktop client or Oracle Connector for Outlook) or refresh the
Web page you are viewing (in Oracle Calendar Web client) to view
the changes.
- Make sure you own the entry. If you
do not own the entry and attempt to modify it, Oracle Calendar
Sync for Pocket PC will discard your modifications during synchronization.
- Make sure you are running Oracle Calendar
desktop client in on-line mode. If you are off-line, you will
not be able to view the changes to your calendar until you reconcile
your off-line calendar with the calendar server.
- Make sure you have not already changed
the mobile device entry on the calendar server, and that you have
not given priority to the calendar server when resolving entries
that have been modified in both locations (see the Setting Synchronization
Rules section in the Oracle Calendar Sync for Pocket PC online
help for more information).
Why are
some entries not displayed on my Pocket PC after synchronization?
- Make sure the Entries in question are
within the date range you specified.
- Make sure your mobile device and cradle
are properly connected.
After synchronizing,
why are untitled meetings created with my Pocket PC not visible
in Oracle Calendar?
It is a known limitation that either a Note, or Location
must be specified to create an untitled meeting. Otherwise, the
untitled meeting will not be created.
Why is my
Pocket PC not able to establish a connection with my computer?
It is possible that Oracle Calendar Sync cannot establish
a connection with your computer due to a disconnected serial cable,
or an unavailable serial port. Verify that the serial cable leading
from your cradle is properly connected to a serial port on your
computer.
Oracle Calendar
Sync for Palm (Macintosh)
Why do I
have problems connecting to the server?
- Make sure your Palm is properly placed
in its cradle, and that the cradle is connected to your computer.
- Make sure your computer's HotSync Manager
is on.
- Close all HotSync windows on your computer
(e.g. HotSync Log, Custom menu).
- Open Oracle Calendar Sync on your Palm
and verify the accuracy of your user name, password, server and
node settings.
- Verify the Port settings using the Setup
dialog box (opened from HotSync manager). Make sure no other programs
are using the same Port as HotSync.
- Close the HotSync Manager and then open
it again.
- Consult the documentation included with
HotSync.
What do
I do if the synchronization is taking too long?
Narrow the date range and the size of details included
during synchronization.
Why are
some Palm items not displayed in my Oracle Calendar client after
synchronization?
- Check if the desktop application was
open while you performed your synchronization. If it was, close
it and redo the synchronization.
- Because Calendar Sync synchronizes your
data with the calendar server, you may have to refresh your desktop
calendaring application (Oracle Calendar desktop client) or refresh
the Web page you are viewing (in Oracle Calendar Web client) to
view the changes.
Why are
some entries not displayed on my Palm after synchronization?
- Make sure the Entries in question are
within the date range you specified.
- Make sure your Palm and cradle are properly
connected.
Why can't
I synchronize my Address Book with Oracle Calendar Sync?
Each of the following may be the cause of this problem:
- The Palm Address Book name does not
correspond to the name under which you are logged in. To change
the Palm Address Book name:
- Tap the Oracle
Calendar application icon on your Palm device.
- Tap the down arrow located at the
top right hand corner.
- Select the Addresses
option.
- Enter the name of your Oracle Calendar
Address Book.
- The Oracle Calendar client is running
while attempting to synchronize.
- The Palm User field may be incorrectly
specified as the short name (i.e.: JOHNS) rather than the full
name (i.e.: John Smith).
I changed
a timed event into an untimed event (or vice versa) in my Palm but
the change was lost when I performed a HotSync. What should I do?
The calendar application does not support this kind
of change. You must delete the event and then create a new one for
the calendar application to recognize it after the next HotSync.
Why does
only the first instance of a repeating entry get synchronized?
This is a limitation in this release of Oracle Calendar
Sync for Palm (Macintosh).
What happens
to an entry that has been modified in both the calendar application
and the Palm when I perform a HotSync?
When a HotSync is done and the Custom menu setting for
the calendar application is "Synchronize the files", the entry is
duplicated (for more information about the duplication, open the
HotSync Log). Simply delete the unwanted entry (either on your Palm
or in the calendar application) and HotSync again.
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