CELLICA DATABASE ANYWHERE FOR IPHONE USER GUIDE PRODUCT VERSION: 4.0.0 . CONTENTS 1 Introduction __________________________________________________________________________ 6 1.1 Features _________________________________________________________________________________ 6 2 Using the Cellica Database Anywhere on the desktop ________________________________________ 7 2.1 Profile Manager ___________________________________________________________________________ 7 2.1.1 Add Profile _____________________________________________________________________________________ 8 2.1.2 Edit Profile _____________________________________________________________________________________ 8 2.1.3 Remove Profile _________________________________________________________________________________ 8 2.1.4 View Profile Data ________________________________________________________________________________ 9 2.1.5 Selection of File base and DSN base database. ________________________________________________________ 10 2.1.6 File Based Database_____________________________________________________________________________ 11 2.1.7 DSN based Database ____________________________________________________________________________ 13 2.1.8 Select Tables from your Database__________________________________________________________________ 13 2.1.9 Select Views/Queries from your Database ___________________________________________________________ 14 2.1.10 Apply Filters ________________________________________________________________________________ 15 2.1.11 Apply Sort __________________________________________________________________________________ 16 2.1.12 Apply Column Sequence: ______________________________________________________________________ 17 2.1.13 Selection of Stored Procedure __________________________________________________________________ 18 2.1.14 “Profile available for sync” indication ____________________________________________________________ 20 2.2 Form Manager ___________________________________________________________________________ 21 2.2.1 Add Form (Create Form) _________________________________________________________________________ 22 2.2.2 Form Properties ________________________________________________________________________________ 24 2.2.3 Edit Form _____________________________________________________________________________________ 24 2.2.4 Remove Form _________________________________________________________________________________ 24 2.2.5 Export Form(s) _________________________________________________________________________________ 25 2.3 Form Controls ____________________________________________________________________________ 25 2.3.1 Label ________________________________________________________________________________________ 25 2.3.2 Text Box ______________________________________________________________________________________ 26 2.3.3 QR Code/Bar Code______________________________________________________________________________ 27 2.3.4 Hide Characters ________________________________________________________________________________ 28 2.3.5 URL__________________________________________________________________________________________ 28 2.3.6 Rich Text _____________________________________________________________________________________ 28 2.3.7 Lookup Mapping _______________________________________________________________________________ 28 2.3.8 Check Box ____________________________________________________________________________________ 28 2.3.9 Combo Box ___________________________________________________________________________________ 30 2.3.10 Button _____________________________________________________________________________________ 33 2.3.11 Date Time __________________________________________________________________________________ 39 2.3.12 Radio Button ________________________________________________________________________________ 39 2.3.13 Formula ____________________________________________________________________________________ 40 2.3.14 Unbound Image _____________________________________________________________________________ 41 2.3.15 Location ___________________________________________________________________________________ 42 2.3.16 Grid _______________________________________________________________________________________ 43 2.3.17 Add Page ___________________________________________________________________________________ 44 2.3.18 Import Page ________________________________________________________________________________ 45 2.3.19 Delete Page _________________________________________________________________________________ 45 2.3.20 Delete _____________________________________________________________________________________ 45 2.3.21 SubForm ___________________________________________________________________________________ 45 2.3.22 Quick designing tips for Form ___________________________________________________________________ 48 2.3.23 Import/Export Form Design ____________________________________________________________________ 50 2.4 Settings (Preferences) _____________________________________________________________________ 51 Cellica Database Anywhere for iPhone Page 1 2.4.1 Start Synchronization/Stop Synchronization _________________________________________________________ 51 2.4.2 Synchronization Settings _________________________________________________________________________ 52 2.4.3 Connection Settings ____________________________________________________________________________ 52 2.4.4 Reset ________________________________________________________________________________________ 52 2.4.5 Change Device Resolution/PPI Settings _____________________________________________________________ 52 2.4.6 Encryption Settings _____________________________________________________________________________ 53 2.5 How to register the software? ______________________________________________________________ 53 3 Using the Cellica Database Anywhere on the iPhone ________________________________________ 55 3.1 Forms and Profile List on iPhone ____________________________________________________________ 55 3.2 Forms on iPhone _________________________________________________________________________ 56 3.2.1 Form View ____________________________________________________________________________________ 56 3.2.2 Edit Record in Form _____________________________________________________________________________ 56 3.2.3 ComboBox (Lookup) in Form on iPhone _____________________________________________________________ 58 3.2.4 Date/Time control in Form on iPhone ______________________________________________________________ 59 3.2.5 Find Button in Form on iPhone ____________________________________________________________________ 59 3.2.6 Add/Edit/Delete data on sub form _________________________________________________________________ 60 3.2.7 Image Control on iPhone _________________________________________________________________________ 61 3.2.8 Send record data as a .pdf ________________________________________________________________________ 63 3.3 Profiles on iPhone ________________________________________________________________________ 64 3.4 Profile List on iPhone ______________________________________________________________________ 64 3.5 Views available on iPhone__________________________________________________________________ 65 3.5.1 Mulitple Record View ___________________________________________________________________________ 65 3.5.2 Single Record View _____________________________________________________________________________ 67 3.6 Add Record on iPhone _____________________________________________________________________ 68 3.7 Edit Record on iPhone _____________________________________________________________________ 69 3.8 Delete Record on iPhone ___________________________________________________________________ 70 3.9 Detail View ______________________________________________________________________________ 71 3.10 Search Contents __________________________________________________________________________ 72 3.11 Create Database on iPhone _________________________________________________________________ 73 3.12 Backup Unsynced Record __________________________________________________________________ 74 3.13 Standard Database on iPhone _______________________________________________________________ 76 3.14 Custom Database on iPhone ________________________________________________________________ 77 3.15 Set Field Properties _______________________________________________________________________ 78 3.15.1 Lookup from another Profile(Table) ______________________________________________________________ 78 3.15.2 Fields properties to Text Field (Lookup values) _____________________________________________________ 80 3.15.3 Fields properties to Integer Field ________________________________________________________________ 83 3.15.4 Set properties to Float/Double datatype Field _____________________________________________________ 84 3.15.5 How to use predefined value ___________________________________________________________________ 85 3.16 Preferences ______________________________________________________________________________ 85 3.16.1 Application Type _____________________________________________________________________________ 85 3.16.2 Data Synchronization Settings __________________________________________________________________ 85 3.16.3 Password Protection __________________________________________________________________________ 86 3.16.4 Get Location (Longitude and Latitude) ____________________________________________________________ 87 4 Frequently Asked Questions ____________________________________________________________ 89 Cellica Database Anywhere for iPhone Page 2 4.1 Desktop _________________________________________________________________________________ 89 4.1.1 Does software send complete database every time? ___________________________________________________ 89 4.1.2 Is my database secured? _________________________________________________________________________ 89 4.1.3 How to get UDID of iphone? ______________________________________________________________________ 89 4.1.4 I have to change the PC where I have installed desktop software, can I install the software on new PC? __________ 90 4.1.5 Does I need to create forms compulsary in desktop software? ___________________________________________ 90 4.1.6 How to re-install desktop software after a PC crash? ___________________________________________________ 90 4.1.7 How I can use device id in Cellica Database Anywhere? ________________________________________________ 90 4.1.8 How I can input/read qrcode/barcode in Cellica Database Anywhere? ____________________________________ 90 4.1.9 How to use image control for displaying logo? ________________________________________________________ 91 4.1.10 How to use FileMaker Pro to create profiles in desktop application? ___________________________________ 91 4.1.11 How to use phone call Feature and Send Email Feature on forms? _____________________________________ 91 4.1.12 How to select multiple controls on form designer? _________________________________________________ 91 4.1.13 How to work with multiple controls in form designer? ______________________________________________ 92 4.1.14 I am getting message, Device ID “XXXXXX” already present? __________________________________________ 92 4.1.15 Can I associate record timestamp with database record? _____________________________________________ 92 4.1.16 How can I associate digital signature with record? __________________________________________________ 92 4.1.18 How Cellica Database Anywhere handles Image/Signature data? __________________________________ 93 4.1.19 How I can backup my form design work/ Forms/ How I can avoid redesigning of forms/ How I can reuse form/ How I can rename form? ___________________________________________________________________________________ 93 4.1.20 Can I use forms designed with single user edition in enterprise edition? _________________________________ 93 4.2 IPhone __________________________________________________________________________________ 93 4.2.1 On Forms, how can I find record is still in syncing progress or record has problem? __________________________ 93 4.2.2 I am not satisfied with current font and font size, is there any option to change it? __________________________ 94 5 Supported Data Types _________________________________________________________________ 96 6 System Requirement __________________________________________________________________ 97 7 Contact US __________________________________________________________________________ 98 Cellica Database Anywhere for iPhone Page 3 LIST OF FIGURES Figure 1: Profile Manger ______________________________________________________________________________________ 8 Figure 2: Database Selection __________________________________________________________________________________ 10 Figure 3: File Based Database Selection _________________________________________________________________________ 11 Figure 4: Excel Selection _____________________________________________________________________________________ 12 Figure 5: Table Selection _____________________________________________________________________________________ 12 Figure 6: DSN Database Selection ______________________________________________________________________________ 13 Figure 7: Table Selection _____________________________________________________________________________________ 14 Figure 8: Select Views/Queries of your database __________________________________________________________________ 15 Figure 9: Apply Filter ________________________________________________________________________________________ 16 Figure 10: Apply Sort ________________________________________________________________________________________ 17 Figure 11: Arrange Columns __________________________________________________________________________________ 17 Figure 12: Select DSN of Stored Procedure _______________________________________________________________________ 18 Figure 13: Selection of Stored Procedure ________________________________________________________________________ 19 Figure 14: Profile Ready for Sync _______________________________________________________________________________ 20 Figure 15: Form Manager ____________________________________________________________________________________ 21 Figure 16: Profile Selection for Form ____________________________________________________________________________ 22 Figure 17: Form Designer Canvas ______________________________________________________________________________ 24 Figure 18: TextBox Control Properties ___________________________________________________________________________ 26 Figure 19: Checkbox Control Properties _________________________________________________________________________ 29 Figure 20: Combo Box Control Properties with Source Type: Valued List ________________________________________________ 30 Figure 21: Combo Box Control Properties with Source Type: Another Profile ____________________________________________ 32 Figure 22: Go To Map action __________________________________________________________________________________ 37 Figure 23: Select "Help File for form" ___________________________________________________________________________ 37 Figure 24: Select Help File Type ________________________________________________________________________________ 38 Figure 25: Select Help File according to file type___________________________________________________________________ 38 Figure 26: Sync action button _________________________________________________________________________________ 38 Figure 27: Date Time ________________________________________________________________________________________ 39 Figure 28: Radio Button ______________________________________________________________________________________ 40 Figure 29: Formula _________________________________________________________________________________________ 40 Figure 30: Location Control (Longitude/Latitude) __________________________________________________________________ 42 Figure 31: Grid Control Field Selection on Main Form Grid ___________________________________________________________ 43 Figure 32: Profile selection for Subform _________________________________________________________________________ 46 Figure 33: Create relation between Main form and subform _________________________________________________________ 47 Figure 34: Setting Relationship type between main and subform. _____________________________________________________ 48 Figure 35: Import form design ________________________________________________________________________________ 51 Figure 36: Preferences available on Desktop side Cellica Database Anywhere ___________________________________________ 51 Figure 37: Synchronization Settings ____________________________________________________________________________ 52 Figure 38: Change IPhone device resolution and DPI _______________________________________________________________ 53 Figure 39: Software Registration _______________________________________________________________________________ 54 Figure 40: Home screen of CellicaDatabase on iPhone ______________________________________________________________ 55 Figure 41: Form View________________________________________________________________________________________ 56 Figure 42: Edit record on Form ________________________________________________________________________________ 57 Figure 43: Various operations on Textbox control values ____________________________________________________________ 58 Figure 44: Combo Box in Form on iPhone ________________________________________________________________________ 58 Figure 45: Date/Time Control on form __________________________________________________________________________ 59 Figure 46: Find functionality on form ___________________________________________________________________________ 60 Figure 47: Database List on iPhone _____________________________________________________________________________ 65 Figure 48: Multiple Record View _______________________________________________________________________________ 66 Figure 49: Single Record View _________________________________________________________________________________ 67 Figure 50: Add Record _______________________________________________________________________________________ 69 Figure 51: Edit Record. ______________________________________________________________________________________ 70 Figure 52: Delete Record _____________________________________________________________________________________ 71 Figure 53: Detail View _______________________________________________________________________________________ 72 Cellica Database Anywhere for iPhone Page 4 Figure 54: Search Data ______________________________________________________________________________________ 73 Figure 55: Template Manager _________________________________________________________________________________ 74 Figure 56: Standard Database on iPhone ________________________________________________________________________ 77 Figure 57: Custom Database __________________________________________________________________________________ 78 Figure 58: Lookup Column ____________________________________________________________________________________ 80 Figure 59: Set Field Properties _________________________________________________________________________________ 81 Figure 60: Add Predefined values and set Default value_____________________________________________________________ 82 Figure 61: Field Properties to Integer Datatype ___________________________________________________________________ 83 Figure 62: Field Properties to Float/Double Data type ______________________________________________________________ 84 Figure 63: Select value from predefined values ___________________________________________________________________ 85 Figure 64: Preferences _______________________________________________________________________________________ 86 Figure 65: Password Protection ________________________________________________________________________________ 87 Figure 66: How to get UDID___________________________________________________________________________________ 89 Figure 67: Change Font and Font size ___________________________________________________________________________ 95 Cellica Database Anywhere for iPhone Page 5 1 INTRODUCTION Being away from your office does not mean not having the access to your data. Consider the scenario when you want to carry a copy of the database on your iPhone, update the data and send updated data from iPhone to original database on PC. Now it is possible with the Cellica Database Anywhere. Cellica Database Anywhere for iPhone allows you to be more productive by allowing viewing and updating the database contents on your iPhone. Cellica Database Anywhere for iPhone allows to sync with Microsoft Access, Microsoft Excel, and any ODBC Compliant database like Oracle, SQL Server etc. The software package consists of two software: the Cellica Database Anywhere Desktop (Server) that runs on Microsoft Windows, and iPhone Cellica Database Anywhere (Client) that run on the iPhone. You will use the Desktop side software to create the database profiles (make the list of database) for iPhone device and data will be synchronize with iPhone depending on your sync settings on iPhone. Cellica Database Anywhere on iPhone will receive these profiles and data respectively, and view the contents of the database. 1.1 Features Synchronize data Wirelessly with iPhone (Using Internet). View and update data on iPhone, which will reflect to Server database immediately. Synchronize Table/View or Stored Procedure of your database with iPhone. Synchronize only updated desktop data to iPhone. Apply SQL Select queries, Filters; Sort the fields and Synchronize data according to it. Supports Databases: Microsoft Access 97/2000/2003/2007/2010, Microsoft Excel 97/2000/2003/2007/2010, Oracle, Microsoft SQL Server, Sybase, FileMaker Pro, DB2, MySQL, PostgreSQL, FoxPro, dBase, R:BASE and any ODBC Compliant Database. Get the data of “Views” and “Stored Procedure” of DSN base database on iPhone. Create your own custom database on iPhone, or choose from one of the pre-designed templates such as Vehicle Info, Bank Account, and Membership Info etc. Supported Password protection. Supports Unicode language database such as Japanese, Chinese, Korean, Russian etc. Supported Forms on iPhone. Design form on desktop with Label, Text Field, Buttons, Checkbox, Combo box, Page, Signature, Image controls. Supports Sub forms, Design a master/detail form, or a parent/child form using sub form. Send single record data on form as a .PDF by Email. Image control on form, Select image on device for each record. Create form in Portrait/ Landscape mode. Import/Export form design. Support QR Code scanning. Cellica Database Anywhere for iPhone Page 6 2 USING THE CELLICA DATABASE ANYWHERE ON THE DESKTOP This section will explain how to use Cellica Database Anywhere software on the PC. Run CellicaDatabase from the shortcut available on the desktop, or use Start Menu: Start->Programs-> Cellica Database Anywhere ->Cellica Database Anywhere. There are three modules available here. 1. Profile Manager 2. Form Manager 3. Settings (Preferences) Profile Manager allows you to select your Table/Views/Stored Procedure to transfer to device. Form Manager allows you to design the form on the created profile in Profile Manager Module. Preference allows setting various application preferences such as Synchronization settings, Connection Settings etc. First use “Profile Manger” to select your database then only use “Form Manager” to design the form. Once you create the Profile and Forms in desktop side Cellica Database Anywhere software, just sync from iPhone to get the desktop designed form and database to iPhone. 2.1 Profile Manager Use Profile Manager to add profiles (list of database) for your iPhone. Use Add Profile/Remove Profile buttons to update the profiles list. Cellica Database Anywhere for iPhone Page 7 Figure 1: Profile Manger 2.1.1 Add Profile Use “Add” button to select the database, which you want to synchronize with iPhone. On clicking “Add” button, you will get “New Profile: Database Connection” dialog. 2.1.2 Edit Profile Use”Edit” button to update the selected profile. You can select another Table/Views/Queries/Stored Procedure. Also you can change the Filter/Sort/Column Sequence of selected profile. 2.1.3 Remove Profile Use “Remove” button to remove the selected profile from device and desktop. This action will remove profile first from desktop software and then on next sync from device, it will be deleted from device also. Cellica Database Anywhere for iPhone Page 8 2.1.4 View Profile Data View records of selected profile in single record mode. Cellica Database Anywhere for iPhone Page 9
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