SaleSmartz Manual | Synchronization |
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General |
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About |
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When users are connected to a network they automatically receive updates and
make changes to files they open from a central server. If any changes are made to files while the user is away from the network, then
these changes will have to be transferred back to the main server at a later
stage. Note: If you take files from a server and you intend to synchronise them at a later date, it is recommended that you perform an initial synchronization after they are copied to your own computer. This prepares files and so they "remember" the current state of the server files and helps to resolve changes better later. |
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Leaving the office/ Back in the office/ Update remotely with office |
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These menu options are used to simplify disconnecting and reconnecting to a network of computers. Leaving the office This option copies any files that you may need from the file server to your own computer so you can view and change them while you are away from the network. Back in the office This option will update the server files with the files you have changed while you are away from the network. Changes are updated both ways. Update remotely This option can allow you to update files while you are away from the network. |
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Advanced |
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The advanced option allows you to manually synchronise files |
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Direct synchronization |
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The simplest form of file synchronization is "Direct synchronization". This allows a user to choose two files and synchronise them together automatically. |
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"Direct " file synchronization |
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The process of "Direct synchronization" is described here: 1) Open the local file you wish to synchronise, e.g. a contact file. This step can be skipped if you wish to choose the file after you open the "File synchronization" window. 2) Select "Synchronise" in the "File" menu. 3) The local file is already placed in the fields representing the local file in the "File synchronization" window. If you wish to choose another local file, click on the "Choose file" button beside the "Local file" label. 4) If the local file has been synchronised with a remote file before, then
this remote file will be shown in the fields in the right of the window. If
no remote file is shown or you wish to change it then click on the "Choose
file" button beside the "Remote file" button. Generally the remote
file will be the file on the file server. 5) Click on the "Synchronise" button. The process of synchronization will be started and you will see a description of each action as the file is synchronised. |
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Unresolved actions |
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In some cases, an object may be changed in both the remote and local files. For example if a quote was updated in the office, while a salesperson updated the same quote in the field. When this happens a dialogue will appear to explain the situation and allow you to make the appropriate correction. |
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"Unresolved synchronization actions" dialogue. |
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Auto synchronization |
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Auto synchronization allows you to synchronise groups of several files with remote files. For example if a salesperson travelled out of the office often, then they could keep a folder on their own hard disk containing the server's files they use, ready for auto synchronization. When they return to the office, they can use auto synchronization to update both their own, and the server's files. "Auto" file synchronization The process of auto file synchronization is similar to direct file synchronization: 1) Each group of synchronised files is contained in a folder within the folder
"Synchronization". The "Synchronization" is placed inside
the main SaleSmartz folder. If this folder is not already there, a button called
"Create" will appear in the top of the window. Clicking on this button
will create the folder "Synchronization" and allow you to drag folders
with files into the folder. 2) Once a folder is selected in the Auto synchronization panel, you can select
the remote folder to synchronise files with. This remote folder would normally
be on a file server, and contain copies of all of the files you wish to synchronise. 3) Click on the "Synchronise" button and the process will be started. A record of actions will be shown, as in the "Direct synchronization" section. |
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Modem synchronization |
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You can use a modem to link two computers and synchronise via a phone line. |
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Modem setup panel |
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Once you have started the server, a user can connect remotely by entering the
number to the server in the phone number field, changing the other settings
to match those of the server and then clicking on the "Connect" button. |
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TCP synchronization |
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SaleSmartz allows users to synchronise files using TCP. This will generally
be using Internet, although other networks such as Localtalk and Ethernet can
be used. TCP synchronization requires that a machine running SaleSmartz acts as a remote server, generally in the office network. Clicking on the "Start server" button in the "Server" section of the advanced "File synchronization" window starts the TCP server. Both Direct and Auto synchronization have an option for TCP. To choose this option click on the "TCP" button in the right of the window. The TCP address fields will be shown. |
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TCP address panel |
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You can fill in either the text, or the dot address of the remote server. This is the process for TCP synchronization: Server 1) Connect the server computer (usually in the office) to the TCP network (e.g. for internet, you could use SLIP or PPP). 2) Open the "File synchronization" window, click on the server icon
to the left of the window. Click "Start server" to start the SaleSmartz
server. Remote user 3) The remote user also connects to the TCP network in the same way as the server. 4) Choose Direct or Auto synchronization in the same way as for a normal direct file synchronization. Click on the "TCP" button to show the TCP address fields. 5) Type in the server's text or dot address (contacting the user running the
server to get the address if necessary), and click "Synchronise". |
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Palm Sync |
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About |
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Palm synchronization is an add-in module which provides synchronization between
SaleSmartz Contacts/Date Events, and a Palm Pilot database.
You will need to download and install the SaleSmartz Palm Conduit |
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Installation |
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Windows 1) Download and run the SaleSmartz Conduit Installer for Windows here: v5.0 or v4.3.
If you have any problems, make sure you have downloaded and installed the latest Palm Desktop software here Macintosh 1) Download the SaleSmartz Conduit for Macintosh: v5.0, v4.3 or v4.3 Classic
3) Use the Palm software "HotSync Manager" to set up the SaleSmartz Conduit |
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Synchronization |
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The SaleSmartz conduit synchronizes like the other standard conduits, except
you will need to have SaleSmartz running and in Sync server mode.
1) Start SaleSmartz, choose menu "File" - "Synchronization" - "Advanced"
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Contacts |
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The SaleSmartz Conduit will synchronize Contacts and their fields with the Palm database.
Each category on the Palm relates to a Contact group in SaleSmartz.
This section will be enhanced so that specific Contacts can be "tagged" inside a larger group so that you can specify the records to be synchronized with a custom variable. |
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Date Events |
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The SaleSmartz Conduit will synchronize Date Dependant To Dos with the Palm database.
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iCal Sync |
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About |
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The iCal sync module in SaleSmartz will allow you to share your Calendar events with the OS X iCal application. You can either use the SaleSmartz iCal server to publish your Calendar, or use the export file format to save your SaleSmartz Calendar to a file for importing into iCal. |
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iCal Server |
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The SaleSmartz iCal server will allow you to publish the SaleSmartz Calendar for your iCal application.
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iCal synchronization server window |
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You may have to change the port number if your computer is already using the port for another process and you receive an error.
Click on the "Start server" button and you will see the status in the log field below. You will see any errors there. Once successfully started, the iCal URL field will be displayed. You can copy this URL and use it in your iCal application. Check with the documentation in iCal to see how you can subscribe to an iCal server. |
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iCal export file |
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You can export your Calendar to an iCal export file.
When viewing a To Do window, (Monthly, Daily, Single To Do etc.) you can select from the menu "File" - "Export To Do" - "iCal".
Check with yout iCal documentation to see how to import this file. |
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