Contents
About this guide ......................................................................................... ix
Focus of this guide ...................................................................................................... x
How this guide is organized ...................................................................................... xi
Conventions ............................................................................................................... xii
The M-Business Anywhere documentation set ..................................................... xiii
Contacting iAnywhere Solutions ............................................................................ xiv
I. Before You Begin ...................................................................................... 1
Introduction ................................................................................................................. 3
About M-Business Client ....................................................................................... 4
System requirements ............................................................................................. 5
II. Installation ............................................................................................... 13
Installing M-Business Client ..................................................................................... 15
OS device ............................................................................................................ 16
OS device ............................................................................................................ 18
Installing M-Business Client with self-registration ................................................ 19
Uninstalling M-Business Client ............................................................................ 33
Setting server information .................................................................................... 44
Configuring proxy server settings ........................................................................ 49
Enabling a secure connection to a server ............................................................ 53
Disabling and removing server connections ........................................................ 54
Using M-Business Connect help .......................................................................... 56
Managing channels on the desktop computer ....................................................... 57
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Managing channels .............................................................................................. 58
Updating channel pages ...................................................................................... 67
Accessing secure channels ................................................................................. 68
Using M-Business Client on a device ...................................................................... 69
Using M-Business Client with multiple servers .................................................... 71
Using HTML forms ............................................................................................... 72
Searching to find content in M-Business Client ................................................... 75
Remote connections ............................................................................................ 76
Managing caches ................................................................................................. 78
Configuring a server connection on Palm OS ........................................................ 83
Setting server information .................................................................................... 85
Adding a proxy server connection manually ........................................................ 88
Enabling a secure connection to a server ............................................................ 90
Disabling and removing server connections ........................................................ 91
Using M-Business Client on Palm OS ..................................................................... 93
Understanding the basics .................................................................................... 94
Searching to find content in M-Business Client ................................................. 102
Working with text ............................................................................................... 104
Using HTML forms ............................................................................................. 106
Synchronizing remotely ..................................................................................... 114
Browsing online ................................................................................................. 118
Managing online cache ...................................................................................... 121
Setting server information .................................................................................. 127
Adding a proxy server connection manually ...................................................... 130
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Enabling a secure connection to a server .......................................................... 132
Disabling and removing server connections ...................................................... 133
Understanding the basics .................................................................................. 138
Searching to find content in M-Business Client ................................................. 145
Working with text ............................................................................................... 147
Using HTML forms ............................................................................................. 149
Synchronizing remotely ..................................................................................... 156
Browsing online ................................................................................................. 158
Managing online cache ...................................................................................... 161
Using on-device help ......................................................................................... 163
Setting server information .................................................................................. 169
Adding a proxy server connection manually ...................................................... 172
Enabling a secure connection to a server .......................................................... 174
Disabling and removing server connections ...................................................... 175
Using M-Business Client on Windows XP ............................................................ 177
Understanding the basics ................................................................................. 178
Searching to find content in M-Business Client ................................................. 184
Working with text ............................................................................................... 186
Using HTML forms ............................................................................................. 188
Synchronizing remotely ..................................................................................... 196
Browsing online ................................................................................................. 198
Managing online cache ...................................................................................... 201
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Smartphone .............................................................................................................. 205
Setting server information .................................................................................. 207
Adding a proxy server connection manually ...................................................... 212
Enabling a secure connection to a server .......................................................... 215
Disabling and removing server connections ...................................................... 216
Smartphone .............................................................................................................. 219
Understanding the basics .................................................................................. 220
Searching to find content in M-Business Client ................................................. 228
Working with text ............................................................................................... 230
Using HTML forms ............................................................................................. 232
Browsing online ................................................................................................. 241
Managing online cache ...................................................................................... 244
Setting server information .................................................................................. 251
Adding a proxy server connection manually ...................................................... 255
Enabling a secure connection to a server .......................................................... 257
Disabling and removing server connections ...................................................... 258
Using M-Business Client on Symbian OS ............................................................. 259
Understanding the basics .................................................................................. 260
Searching to find content in M-Business Client ................................................. 266
Working with text ............................................................................................... 268
Using HTML forms ............................................................................................. 269
Synchronizing remotely on Symbian OS ........................................................... 276
Browsing online ................................................................................................. 277
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Managing online cache ...................................................................................... 279
Using on-device help ......................................................................................... 281
IX. Appendix .............................................................................................. 283
Troubleshooting ...................................................................................................... 285
Device synchronization ...................................................................................... 286
Channel content on device ................................................................................ 289
Index .................................................................................................................................. 291
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About this guide
Focus of this guide
This guide provides the information you need to install and use M-Business Client, the client component of
M-Business Anywhere™. This guide also includes information on using M-Business Client with wireless
service providers.
If you use M-Business Client software on your mobile device, you should read this guide to familiarize
yourself with the features and functions of M-Business Client. If you are an M-Business Server administrator,
you should refer to this guide to gain a better understanding of the tasks that the M-Business Client user
performs.
This document is provided in PDF format and is accessible by clicking the View User Guide link on either
the M-Business Server or the M-Business Client login pages.
x
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How this guide is organized
How this guide is organized
M-Business Client supports five device platforms, or operating systems: Palm™ OS, Microsoft® Windows
Mobile Pocket PC, Microsoft Windows XP, Microsoft Windows Mobile 5, and Microsoft Smartphone. For
easy use, this guide is divided into parts based on operating systems. Microsoft Windows Mobile 5 and
Microsoft Smartphone are similar enough that they are combined in one part.
“Installing M-Business Client” on page 15, at the front of the book, provides the information you will need
to set up M-Business Client. Separate chapters cover installation on the different operating systems.
From your desktop, you can perform functions common to all device platforms. You also can perform many
of these functions from your device. The chapters in the list below provides explanations of functionality
and instructions for performing tasks from your desktop.
♦
♦
♦
To perform some of these same functions from your device, see the chapters that cover your device’s
operating system.
Sections of the book that cover specific device operating systems also provide instructions for using M-
Business Client on your device, including connecting online.
Appendix “Troubleshooting” on page 285, at the end of the book, provides possible causes and solutions
for problems you may have with synchronizing and viewing content for all devices.
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About this guide
Conventions
Text conventions
The following table lists the formatting conventions used throughout this guide.
Table 1. Formatting conventions
Item
Treatment
Example
Name of publication
Italic
Administrator Guide for M-Busi-
ness Server
Items on which user is to take an Bold
action
Click the Reset button.
Multi-level menu selections
Bold with "»" separator
Choose Start»Settings» Control
Panel.
Text you type
Bold, fixed width font
Type Admin in this field.
Text displayed in a file or on the Fixed width font
screen
The screen reads: Backup
Complete
Keyboard key
Angle brackets
Italic
<Enter>
File names and paths
Literals in code synopsis
.../conf/sync.conf
Bold
voidPODSaddRef(PODSObject*
podsobj);
Variables in code synopsis
Variables in text
Italic
voidPODSaddRef(PODSObject*
podsobj);
Angle brackets plus italic
http://<servername>:<port>
Graphics conventions
For Windows Mobile Pocket PC devices, screenshots are of a version 3.0 device. For Windows Mobile 5
and Microsoft Smartphone devices, screenshots are of a version 5.0 device. The user interface may look
different for devices running higher or lower versions. For Windows XP, screenshots are of a Windows XP
device. The user interface may look different for devices running a different Windows 32-bit OS.
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The M-Business Anywhere documentation set
The M-Business Anywhere documentation set
In addition to this document, there are several other iAnywhere Solutions publications available that you
may find useful in setting up and using M-Business Server.
Note
Unless otherwise noted, all of these publications are available from: http://www.ianywhere.com/developer/
In order for links between different PDF files to work correctly, you must open the files directly from the
web site, or download them from the web site into the same local directory.
♦
♦
♦
♦
♦
♦
♦
Developer Quick Start Guide for M-Business Anywhere
Release Notes for M-Business Anywhere
User Guide for M-Business Anywhere Client
M-Business Anywhere, an Introduction
Application Developer Guide for M-Business Anywhere
API Reference for M-Business Anywhere
Ensuring Mobile Security from the Device to the Datacenter, available from http://www.ianywhere.com/
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About this guide
Contacting iAnywhere Solutions
Technical support
If you need assistance using iAnywhere software, in North America, please contact iAnywhere Technical
Support by calling 1-800-8SYBASE (800-879-2273) and then selecting option 3. You can call Monday
through Friday (except major US holidays) between 9:00 a.m. and 9:00 p.m. Eastern time. Services will be
provided in accordance with your support agreement.
Outside of North America, for your local support number and hours, please see: http://www.sybase.com/
Registering as a Named Contact
Calling the 800-number during business hours should always work to get you technical support — a
Customer Number is created for you as soon as your purchase is completed. You will find it faster and easier
to get technical support, by phone or online, if you have registered as a Named Contact.
When you purchase an iAnywhere product, a Sybase Technical Support Contact Form will automatically
be emailed to you within 7-10 days. If your company should need to add another Named Contact, or change
the one initially registered, call the Technical Support 800-number and request a Sybase Technical Support
Contact Change Form.
The Sybase Technical Support Contact Form will contain your Customer Number, with spaces for you to
provide an email address and other identifying information for the Named Contact for your product. Fill in
the requested information and fax the form back to the phone number indicated.
When your fax is received, an email will be sent to you, providing your Technical Contact ID number. You
can then use this number to speed up the process when you call for technical support, and to access technical
support online.
Using the Sybase Online Support Services
A major benefit of using the Sybase Online Support Services is 24x7 availability. Online support also allows
you to look up and review past and current support issues.
When you register as a Named Contact, the email sent to you with your Technical Contact ID number also
contains instructions for registering and using the Sybase Online Support Services. Follow these instructions
to register as a first-time user, or to update your account with information for the new product you have
purchased.
If you have any trouble registering for the Sybase Online Support Services, you can of course call iAnywhere
Technical Support for assistance!
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Contacting iAnywhere Solutions
Application development — customizing iAnywhere software
If you need help with customizing iAnywhere software to better serve your enterprise, please contact
Product information
If you need information about other iAnywhere products for your enterprise, please contact iAnywhere
Feedback on documentation
If you have questions or suggestions about this document or other iAnywhere technical publications, please
We would like to receive your opinions, suggestions, and feedback on this documentation. Although we do
not reply to individual emails, we read all suggestions with interest and attempt to incorporate them in future
releases.
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CHAPTER 1
Introduction
Contents
About M-Business Client ............................................................................................... 4
System requirements ..................................................................................................... 5
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Introduction
About M-Business Client
M-Business Client is software that you install on your mobile device to provide you with mobile access to
mission-critical applications and data.
M-Business Client works with M-Business Server to deliver these mobile applications and data to your
device. When combined with powerful Mobile Engines for specific applications, M-Business Server
provides the fastest, easiest, and most widely used way to deliver applications and data from backend systems
to mobile devices based on the Palm, Windows Mobile Pocket PC, Windows XP, Windows Mobile 5, and
Microsoft Smartphone operating systems.
You can install and configure M-Business Client for yourself. Your system administrator installs and
configures M-Business Server. After installing the software, you either register an account for yourself, or
your system administrator creates one for you. If you do not know which option you should use, consult
your system administrator.
M-Business Client components
M-Business Client consists of software for your desktop computer and for your mobile device.
M-Business Connect
The desktop component of M-Business Client is M-Business Connect, which is the conduit that allows you
to synchronize your device with M-Business Server. The settings in M-Business Connect provide the
information that M-Business Client uses to communicate with M-Business Server.
If you use a Palm OS, Windows Mobile Pocket PC, or Windows XP device, M-Business Connect also installs
on your mobile device, allowing you to configure settings for M-Business Server directly on your device
and to synchronize remotely (if your device is equipped with a modem, network, or wireless connection).
M-Business Client on your mobile device
On your device, M-Business Client provides access to rich, interactive data and web content. Using M-
Business Client, you can view web-based enterprise applications and content.
Communication between your device and M-Business Server
Your device communicates with M-Business Server in one of two ways: through your desktop computer,
when you use a cradle to synchronize, or through a remote connection, such as a wireless or modem
connection.
If you use a Palm OS, Windows Mobile Pocket PC, or Windows XP device, M-Business Client always uses
M-Business Connect to communicate with M-Business Server.
4
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System requirements
System requirements
Desktop computer requirements
To install M-Business Client on your mobile device, you must use a desktop cradle. After installing the
software, if you synchronize remotely with M-Business Server (Palm OS, Windows Mobile Pocket PC, or
Windows XP only), you also can use a modem or Ethernet card.
♦
Microsoft Windows:
♦
♦
♦
♦
Windows 2000 Professional with Service Pack 4
Windows XP Professional
Windows XP Home
Windows Vista
Note
Administrator rights are required to install M-Business Client software on PCs running Windows NT
Workstation or Windows 2000. If you do not know whether you have administrator rights on your desktop
computer, check with your system administrator.
♦
A modem or Ethernet card.
Palm OS devices
Palm OS desktop computer requirements
♦
Microsoft Internet Explorer 5.5 or 6.0 or 7.0
or
Mozilla Firefox 2.0
Note
If you will use Microsoft Internet Explorer proxy settings to connect securely to M-Business Server, you
must use Internet Explorer 5.5 or higher with 128-bit encryption. See “Configuring proxy server
♦
HotSync® Manager 3.0 or greater
The Palm OS version of M-Business Client software must be installed separately for each individual
profile on a computer.
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Introduction
Palm OS mobile device requirements
♦
2 MB of free memory
iAnywhere has verified that the following devices are compatible with the current release:
Palm™ Tungsten C, E2, T, T5, W, X; Treo 600, 650, and 700p.
Palm OS User Guide chapters
In addition to the chapters that apply to all platforms, see the following chapters for detailed instructions
that are specific to Palm OS:
♦
♦
Windows Mobile Pocket PC devices
Windows Mobile Pocket PC desktop computer requirements
♦
Microsoft Internet Explorer 5.5 or 6.0 or 7.0
or
Mozilla Firefox 2.0
Note
If you use Microsoft Internet Explorer proxy settings to connect to M-Business Server, you must use
Internet Explorer 5.5 or higher with 128-bit encryption. See “Configuring proxy server
♦
ActiveSync version required by your Windows Mobile Pocket PC model
The Windows Mobile Pocket PC version of M-Business Client software is installed globally. This means
that all user profiles on the same computer will be able to use M-Business Client without further adjustment.
M-Business Client also has to be installed onto each user’s device.
Note
You must have established at least one partnership with a mobile device in ActiveSync before installing M-
Business Client. For information on partnerships, see Microsoft’s documentation.
6
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System requirements
Windows Mobile Pocket PC mobile device requirements
♦
Windows Mobile Pocket PC devices, including Pocket PC and Handheld PC devices, running version
3.0 and using ARM processors with 2 MB of free memory.
♦
♦
Pocket PC 2003 with 2 MB of free memory
Pocket PC Phone Edition 2000 and 2003 with 2 MB of free memory
iAnywhere has verified that the following devices are compatible with the current release:
ARM processor models including: iPAQ™; HP Jornada 560.
♦
Windows Mobile Pocket PC User Guide chapters
In addition to the chapters that apply to all platforms, see the following chapters for detailed instructions
that are specific to Windows Mobile Pocket PC:
♦
♦
Windows XP devices
Some Windows XP devices are configured to synchronize directly to M-Business Server, without the use
of a desktop computer. Others may synchronize via a desktop computer with M-Business Connect.
Windows XP desktop computer requirements
♦
Microsoft Internet Explorer 5.5 or 6.0 or 7.0
or
Mozilla Firefox 2.0
Note
If you will use Microsoft Internet Explorer proxy settings to connect to M-Business Server, you must
use Internet Explorer 5.5 or higher with 128-bit encryption. See “Configuring proxy server
Windows XP mobile device requirements
iAnywhere has verified that the following Windows operating systems are compatible with the current
release:
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Introduction
♦
♦
♦
Windows XP Tablet Edition
Windows XP Professional
Windows Vista
iAnywhere has verified that the following devices are compatible with the current release:
♦
♦
♦
HP Compaq Tablet PC
Fujitsu Stylistic ST5000 and ST5000D Tablet PCs
Toshiba Tecra M4-S115TD and Satellite R10-S802TD Tablet PCs
Windows XP User Guide chapters
In addition to the chapters that apply to all platforms, see the following chapters for detailed instructions
that are specific to Windows XP:
♦
♦
Windows Mobile 5 devices
Windows Mobile 5 desktop computer requirements
♦
Microsoft Internet Explorer 5.5 or 6.0 or 7.0
or
Mozilla Firefox 2.0
Note
If you use Microsoft Internet Explorer proxy settings to connect to M-Business Server, you must use
Internet Explorer 5.5 or higher with 128-bit encryption. See “Configuring proxy server
♦
ActiveSync version required by your Windows Mobile Pocket PC model
The Windows Mobile 5 version of M-Business Client software is installed globally. This means that all user
profiles on the same computer will be able to use M-Business Client without further adjustment. M-Business
Client also has to be installed onto each user’s device.
8
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System requirements
Note
You must have established at least one partnership with a mobile device in ActiveSync before installing M-
Business Client. For information on partnerships, see Microsoft’s documentation.
Windows Mobile 5 mobile device requirements
♦
♦
Windows Mobile 5 devices, including Windows Mobile and Handheld PC devices, using ARM
processors with 2 MB of free memory.
Windows Mobile 5 2003 with 2 MB of free memory.
iAnywhere has verified that the following devices are compatible with the current release:
♦
♦
♦
Dell X51 and Dell X51v
iPAQ™ RX1950
Palm Treo 700w
Windows Mobile 5 User Guide chapters
In addition to the chapters that apply to all platforms, see the following chapters for detailed instructions
that are specific to Windows Mobile 5:
♦
♦
Windows Mobile 6 devices
Windows Mobile 6 desktop computer requirements
♦
Microsoft Internet Explorer 5.5 or 6.0 or 7.0
or
Mozilla Firefox 2.0
Note
If you use Microsoft Internet Explorer proxy settings to connect to M-Business Server, you must use
Internet Explorer 5.5 or higher with 128-bit encryption. See “Configuring proxy server
♦
Microsoft Mobile Device Center (MDC) version required by your Windows Mobile Pocket PC model
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Introduction
The Windows Mobile 6 version of M-Business Client software is installed globally. This means that all user
profiles on the same computer will be able to use M-Business Client without further adjustment. M-Business
Client also has to be installed onto each user’s device.
Note
You must have established at least one partnership with a mobile device in Mobile Data Center before
installing M-Business Client. For information on partnerships, see Microsoft’s documentation.
Windows Mobile 6 mobile device requirements
♦
Windows Mobile 6 devices, including Windows Mobile and Handheld PC devices, using ARM
processors with 2 MB of free memory.
iAnywhere has verified that the following devices are compatible with the current release:
♦
♦
♦
Dell X51 and Dell X51v
iPAQ™ RX1950
Palm Treo 700w
Windows Mobile 6 User Guide chapters
In addition to the chapters that apply to all platforms, see the following chapters for detailed instructions
that are specific to Windows Mobile 6:
♦
♦
Microsoft Smartphone devices
Microsoft Smartphone desktop computer requirements
♦
Microsoft Internet Explorer 5.5 or 6.0 or 7.0
or
Mozilla Firefox 2.0
10
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System requirements
Note
If you use Microsoft Internet Explorer proxy settings to connect to M-Business Server, you must use
Internet Explorer 5.5 or higher with 128-bit encryption. See “Configuring proxy server
♦
ActiveSync version required by your Windows Mobile Pocket PC model
The Microsoft Smartphone version of M-Business Client software is installed globally. This means that all
user profiles on the same computer will be able to use M-Business Client without further adjustment. M-
Business Client also has to be installed onto each user’s device.
Note
You must have established at least one partnership with a mobile device in ActiveSync before installing M-
Business Client. For information on partnerships, see Microsoft’s documentation.
Microsoft Smartphone mobile device requirements
♦
♦
Microsoft Smartphone devices running Windows Mobile 5, with 2 MB of free memory.
Microsoft Smartphone devices running Windows Mobile 2003, with 2 MB of free memory.
iAnywhere has verified that the following devices are compatible with the current release:
♦
Devices with Windows Mobile 5 OS:
♦
♦
Motorola Q
Cingular 2125
♦
Devices with Windows Mobile 2003 OS:
♦
♦
Motorola MPX220
Audiovox SMT5600
Microsoft Smartphone User Guide chapters
In addition to the chapters that apply to all platforms, see the following chapters for detailed instructions
that are specific to Microsoft Smartphone:
♦
♦
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Introduction
Symbian OS devices
Symbian OS desktop computer requirements
♦
♦
Microsoft Internet Explorer 5.5 or 6.0 or 7.0
or
Mozilla Firefox 2.0
Nokia PC Suite
Symbian OS mobile device requirements
♦
♦
Nokia Series 60 phone phone with 2 MB of free memory
Symbian OS 9.1, 3rd edition
iAnywhere has verified that the following devices are compatible with the current release:
♦
♦
Nokia N Series: N71, N73, N80, N91, N93
Nokia E Series: E60, E61
Symbian OS User Guide chapters
In addition to the chapters that apply to all platforms, see the following chapters for detailed instructions
that are specific to Symbian OS:
♦
♦
12
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CHAPTER 2
Installing M-Business Client
Contents
device .......................................................................................................................... 16
device .......................................................................................................................... 18
Installing M-Business Client with self-registration ....................................................... 19
Installing M-Business Client to use with an existing account ...................................... 26
Uninstalling M-Business Client .................................................................................... 33
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Installing M-Business Client
Installing M-Business Client to use a secure digital (SD)
card on your Microsoft OS device
On Windows Mobile Pocket PC, Windows Mobile 5 and 6, and Microsoft Smartphone devices that support
secure digital (SD) cards (flash memory addition for mobile devices), M-Business Client allows you to use
your SD card two ways: you can install M-Business Client on the card and/or you can store synchronized
channel data on the card.
Note
System access to data on SD cards is slower than access to data in main memory, so access to data or programs
on an SD card will be slower than access to the device main memory. How much slower depends the speed
of your device and the speed of the connection to the SD card — on newer, faster devices, the slower response
may hardly be noticeable, while on older, slower devices, the slower response may intolerable.
On Palm OS devices, you cannot install M-Business Client on an SD card, but you can store synchronized
channel data on the card on Palm OS 5 devices.
Caution
Use of SD cards with Palm OS devices is not yet fully supported in M-Business Anywhere version 6.7. The
initial testing that has been performed indicates basically that the feature can be used, but it is less stable
than the implementation on devices with Microsoft OSes. If you wish to try storing synchronized channel
data on an SD card on your Palm OS device, see the instructions provided in the AvantGo FAQ topic linked
below:
Installing M-Business Client on a secure digital (SD) card
When you install M-Business Client, if the installer detects an SD card on your device, you will be prompted
to install on the card vs. the device main memory.
Caution
When M-Business Client is installed on an SD card, M-Business Client can freeze up and become unusable
if the SD card is removed and replaced — a soft reset is required to recover from this situation.
Note
If you choose to install M-Business Client on your SD card, all channel data synchronized from servers will
also have to be stored there. If you choose to install M-Business Client on your device main memory, you
can then choose to store synchronized channel data on either the SD card or in main memory.
16
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Installing M-Business Client to use a secure digital (SD) card on your Microsoft OS device
Storing synchronized server data on a secure digital (SD) card
If your device has an SD card, but you install M-Business Client in main memory, you can then specify for
each server with which you synchronize whether the channel data is stored on the SD card or in main memory.
See the "Configuring a Server Connection..." chapter for your platform, "Configuring a new server
connection" and "Editing a server connection" topics.
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Installing M-Business Client
Installing M-Business Client to use a secure digital (SD)
card on your Symbian OS device
If you install M-Business Client to use a secure digital (SD) card on Symbian OS, both the M-Business
Client software and all downloaded data are stored on the SD card.
18
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Installing M-Business Client with self-registration
Installing M-Business Client with self-registration
If your system administrator has enabled the self-registration feature on M-Business Server, you will see the
New Account Registration link on your login page.
If M-Business Server is integrated with a Microsoft Windows NT domain, or if your system administrator
has not enabled self-registration, your system administrator creates an account for you. See “Installing M-
Installing M-Business Client involves several steps. A series of web screens will guide you through the
process.
♦ To install M-Business Client
1. Install M-Business Client on your desktop computer.
2. Register your account on M-Business Server.
3. Configure your connection to M-Business Server.
Note
If your system administrator has created optional channel groups for you to join, you may join groups
4. Install M-Business Client on your mobile device.
If you are using more than one computer to synchronize your mobile device, you must install M-Business
Client and M-Business Connect software on each computer.
If you want to use M-Business Client with more than one mobile device, you must establish separate M-
Business Server user accounts, one account for each mobile device. To configure separate accounts, talk to
your system administrator.
Installing M-Business Client on your desktop computer with self-registration
Note
The Symbian OS version of M-Business Client is not available through the Administrator Console. Contact
your M-Business system administrator to get the Symbian client.
♦ To install M-Business Client on your desktop
1. Start your web browser.
In your browser’s address field, enter
http://<servername>:8091, replacing <servername> with the name of your M-Business Server
machine. Your system administrator can provide you with this name.
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If your system administrator installed the server on a port other than port 8091, enter http://
<servername>:<port number>.
The M-Business Anywhere login page appears.
2. Click the New Account Registration link.
The first New Account Registration screen appears.
3. Click the language you want, then click Next.
The list of platforms, or device operating systems, available in that language is displayed.
4. Click the platform, or device operating system, that you want.
♦
♦
PalmOS — for any Palm OS device (not for Palm-branded devices running a Microsoft OS)
Pocket PC — for non-phone devices with "Pocket PC" in the branding, including Windows Mobile
5 devices (the installer automatically detects older Pocket PC vs. newer Windows Mobile 5 Pocket
PC and installs the correct version)
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♦
♦
PPC-Smartphone — for Microsoft Smartphone devices (does not work with other "Smartphone"
devices that do not have Microsoft in the branding)
Windows — for any device with a Windows XP operating system, for example, Tablet PCs and
laptops
5. Click Next.
A download link for the language and platform you have selected is displayed.
6. Click the Click here to save the M-Business Client Software to your hard disk link.
A File Download dialog is displayed.
7. Click Save to save the program to disk.
8. Select a folder into which the installer program file will be saved, then click Save.
A Download dialog will show you the progress of the file transfer and display the message Download
Complete when the file is copied into the folder you selected.
Note
Make sure that the Close this dialog box when download completes checkbox is not selected. If you leave
this checkbox selected, you will have to manually locate the installer file on your hard disk.
9. When the download is complete, click Run to start the InstallShield Wizard.
Note
If the installer detects a secure digital (SD) card on your device, you will be prompted to install on the
SD card vs. the device main memory.
On Windows Mobile 5 and 6 and Microsoft Smartphone, a dialog pops up on the device asking whether
you want to install to the device main memory or to the SD card.
On Pocket PC, you will see a dialog on the desktop asking whether you want to install to the "default
location" (device main memory) — if you choose NO, you will see a dialog that allows you to select
the SD card as the installation target.
Be sure that you understand the issues involved before you choose to install M-Business Client on your
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Tip
If the Download dialog closed after completing, you can use Windows Explorer to search for the installer
file name listed in step 2 in your browser window. Double-click the installer file to continue with the
next step below.
10. Follow the instructions on the InstallShield Wizard screen to install M-Business Client on your desktop
computer.
11. Click OK when you see the screen display a message telling you that M-Business Client will be installed
to your device the next time you synchronize.
Note
M-Business Client also installs M-Business Connect on your desktop and mobile device. M-Business
Connect enables M-Business Client to communicate with M-Business Server.
12. Return to your browser window where the M-Business Client Download screen is still displayed.
Continue with the next section to register your account.
Registering your account
♦ To register your account
1. In the New Account Registration screen ("Step 3 of 7") in your browser, click Next.
The next screen ("Step 4 of 7") appears.
2. If you ran the installer file by clicking the Run button in the Download dialog, you can ignore this screen
and just click Next.
If you closed the Download dialog without running the installer file, follow the directions on the Install
screen ("Step 4 of 7") and click Next after you are finished.
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Installing M-Business Client with self-registration
The Register screen ("Step 5 of 7") appears.
3. Enter your information in the Username, First Name, Last Name, Password, and Confirm Password fields.
If you do not want to re-enter your user name and password every time you access your account, select
the Remember me checkbox.
4. Click Next.
The next screen ("Step 6 of 7") appears. You should see a message saying that your account has been
successfully added to the server. If you do not see this message, contact your system administrator.
Configuring your server connection
♦ To configuring your server connection
1. In the "Step 6 of 7" New Account Registration screen in your browser, click Configure Connection.
The Add M-Business Server dialog appears.
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Installing M-Business Client
2. Click Next, then follow the directions on the following screens to configure your mobile device’s
connection to the server.
3. When you return to the "Step 6 of 7" New Account Registration screen in your browser, click Next.
If your system administrator has defined optional groups for you to join, the "Step 7 of 7" New Account
If your system administrator has not defined optional groups for you to join, the Channel List for User...
Joining groups
♦ To join groups
1. In the "Step 7 of 7" New Account Registration screen, select the checkboxes beside the groups you
want to join.
Note
If you do not want to join any groups, just click Next.
2. Click Next.
The Channel List for User... page appears.
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Installing M-Business Client on your mobile device
On completion of the desktop installation process, you are taken to the Channel List for User... page. You
are logged in to the M-Business Administrator Console, where you can manage aspects of your account that
are under your control. For instructions, see “Introducing the Administrator Console” [M-Business Anywhere
Meanwhile, you need to install M-Business Client on your device. This happens automatically the first time
you synchronize:
♦ To install M-Business Client on your device
1. Synchronize your device.
See the documentation that came with your device for instructions.
2. Synchronize again to download your channel content to your device.
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Installing M-Business Client
Installing M-Business Client to use with an existing
account
If M-Business Server is integrated with a Windows NT domain, or if your system administrator has not
enabled self-registration, your system administrator creates an account for you.
If M-Business Server is integrated with a Windows NT domain, your user name and password will be the
same as your Windows domain user name and password. If you do not know whether M-Business Server is
integrated with a Windows NT domain, check with your system administrator.
If M-Business Server is not integrated with a Windows NT domain, but your system administrator has created
an account for you, your system administrator will provide you with your user name and password. If your
account does not yet have a password assigned, log into M-Business Server (you do not need to enter a
Installing M-Business Client involves several steps.
♦ To install M-Business Client
1. Install M-Business Client on your desktop computer.
2. Configure your connection to M-Business Server.
3. Install M-Business Client on your mobile device.
If you are using more than one computer to synchronize your mobile device, you must install M-Business
Client and M-Business Connect software on each computer.
If you want to use M-Business Client with more than one mobile device, you must establish separate M-
Business Server user accounts, one account for each mobile device. To configure separate accounts, talk to
your system administrator.
Installing M-Business Client on your desktop computer with an existing account
Note
The Symbian OS version of M-Business Client is not available through the Administrator Console. Contact
your M-Business system administrator to get the Symbian client.
♦ To install M-Business Client on your desktop
1. Start your web browser.
In your browser’s address field, enter http://<servername>:8091, replacing <servername> with the
name of your M-Business Server machine. Your system administrator can provide you with this name.
If your system administrator installed the server on a port other than port 8091, enter http://
<servername>:<port number>.
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Installing M-Business Client to use with an existing account
The M-Business Anywhere Server login page appears.
2. Click the Download Client Software link.
The M-Business Client Download page opens in a separate browser window.
3. Click the language that you want in the panel on the left.
A list of device clients is displayed below the language.
4. Click the link for the platform, or device operating system, that you want:
♦
♦
PalmOS — for any Palm OS device (not for Palm-branded devices running a Microsoft OS)
Pocket PC — for non-phone devices with "Pocket PC" in the branding, including Windows Mobile
5 Pocket PC devices (the installer automatically detects older Pocket PC vs. newer Windows Mobile
5 Pocket PC and installs the correct version)
♦
♦
PPC-Smartphone — for Microsoft Smartphone devices (does not work with other "Smartphone"
devices that do not have Microsoft in the branding)
Windows — for any device with a Windows XP operating system, for example, Tablet PCs and
laptops
A page of detailed instructions is displayed.
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Installing M-Business Client
5. Read the instructions, then click the link, Click here to save the M-Business Client Software to your hard
disk.
The File Download dialog appears.
6. Click Save to save the program to disk.
The Save As dialog appears.
7. Select a folder into which the installer program file will be saved, then click Save.
A Download dialog will show you the progress of the file transfer and display the message Download
Complete when the file is copied into the folder you selected.
Note
Make sure that the Close this dialog box when download completes checkbox is not selected. If you leave
this checkbox selected, you will have to manually locate the installer file on your hard disk.
8. Click Run to start the InstallShield Wizard.
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Installing M-Business Client to use with an existing account
Note
If the installer detects a secure digital (SD) card on your device, you will be prompted to install on the
SD card vs. the device main memory.
On Windows Mobile 5 and 6 and Microsoft Smartphone, a dialog pops up on the device asking whether
you want to install to the device main memory or to the SD card.
On Pocket PC, you will see a dialog on the desktop asking whether you want to install to the "default
location" (device main memory) — if you choose NO, you will see a dialog that allows you to select
the SD card as the installation target.
Be sure that you understand the issues involved before you choose to install M-Business Client on your
Tip
If the Download dialog closed, you can use Windows Explorer to search for the installer file name listed
in step 2 in your browser window. Double-click the installer file to continue with the next step below.
9. Follow the instructions on the screen to install M-Business Client on your desktop computer.
10. Click OK when you see the screen display a message telling you that M-Business Client will be installed
to your device the next time you synchronize.
You are returned to the M-Business Client Download page.
Note
M-Business Client also installs M-Business Connect on your desktop and mobile device. M-Business
Connect enables M-Business Client to communicate with M-Business Server.
11. If you ran the installer file by clicking the Open button in the Download Complete dialog, you can
ignore the rest of the instructions on the M-Business Client Download page.
If you closed the Download Complete dialog without running the installer file, follow the directions on
the Install screen ("Step 4 of 7") and click Next after you are finished.
12. Click the Close this Window link when the M-Business Client installer has finished.
Configuring your server connection
♦ To configure a new server connection
1. Start your web browser.
In your browser’s address field, enter http://<servername>:8091, replacing <servername> with the
name of your M-Business Server machine. Your system administrator can provide you with this name.
If your system administrator installed the server on a port other than port 8091, enter http://
<servername>:<port number>.
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Installing M-Business Client
The M-Business Server login page appears.
2. Enter your user name and password, then click Login.
Your Channel List for User...page appears.
3. In the Navigation Panel on the left, click Settings to display the list of settings options, then click Device
Connection.
4. The Configure Connection page is displayed.
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Installing M-Business Client to use with an existing account
5. Click the Configure Connection link.
The Add M-Business Server dialog appears.
6. Click Next, then follow the directions on the screens to configure your mobile device’s connection to
the server.
When you click Finish on the last step in the Add M-Business Server dialog, you are returned to the
Configure Connection page.
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7. Click the Save button at the bottom of the Configure Connection page to save your configuration
settings.
Installing M-Business Client on your mobile device
M-Business Client installs on your device the next time you synchronize.
♦ To install M-Business Client on your mobile device
1. Synchronize your device.
See the documentation that came with your device for instructions.
2. Synchronize again to download your channel content to your device.
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Uninstalling M-Business Client
Uninstalling M-Business Client
To uninstall M-Business Client completely, you must uninstall it from both your desktop computer and your
mobile device.
To avoid losing any unsubmitted forms or changes you have made to the channel information on your device,
synchronize your device before uninstalling.
Uninstalling M-Business Client from your desktop computer
Note
If you have been synchronizing your Windows XP device directly, without connecting to the Internet through
another desktop computer, skip this task and go directly to “Uninstalling M-Business Client from your
♦ To uninstall M-Business Client from your desktop
1. On your desktop, choose Start»Settings»Control Panel»Add/Remove Programs»M-Business
Client»Change/Remove. Follow the InstallShield Wizard instructions.
2. In Windows Explorer, navigate to C:\Program Files, then delete the AvantGo and AvantGo Connect
folders and their contents.
Be sure to uninstall M-Business Client from your mobile device. See the instructions for your device in the
following sections:
♦
♦
♦
♦
♦
Uninstalling M-Business Client from your Palm OS device
♦ To uninstall M-Business Client from your Palm OS device
1. Tap App on the device toolbar.
2. Tap Delete.
The Delete screen appears.
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Installing M-Business Client
3. Tap to select M-Business, tap Delete, then tap Yes.
4. Tap to select MBConnect, tap Delete, then tap Yes.
5. Tap to select libmal, tap Delete, then tap Yes.
Uninstalling M-Business Client from your Windows Mobile Pocket PC device
♦ To uninstall M-Business Client from your Windows Mobile Pocket PC device
1. Tap Start»Settings, then tap the System tab.
2. Tap Remove Programs.
The Remove Programs screen appears.
3. Select M-Business Client, tap Remove, then tap Yes.
4. Tap OK.
The Remove Program screen appears.
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Uninstalling M-Business Client from your Windows XP device
Note
If you have been synchronizing your Windows XP device directly, without connecting to the Internet through
another desktop computer, this is the only task you need to perform to remove M-Business Client.
♦ To uninstall M-Business Client from your Windows XP device
1. On your Windows XP device, choose Start»Settings»Control Panel»Add or Remove Programs.
2. Scroll down and select the line for M-Business Client, then tap or click the Change/Remove button.
3. Follow the Installshield Wizard instructions.
Uninstalling M-Business Client from your Windows Mobile 5 or 6 or Microsoft
Smartphone device
Note
If you have been synchronizing your Windows Mobile 5 or 6 or Microsoft Smartphone device directly,
without connecting to the Internet through another desktop computer, this is the only task you need to perform
to remove M-Business Client.
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Installing M-Business Client
♦ To uninstall M-Business Client from your Windows Mobile 5 or 6 or Microsoft Smartphone
device
1. Tap Start»Settings, then choose the System tab.
2. Choose Remove Programs.
The Remove Programs screen appears.
3. Select M-Business Client.
4. Remove M-Business Client:
♦
♦
Windows Mobile 5 or 6 — choose Remove, then choose Yes, then OK.
MS Smartphone — choose Menu»Remove, then choose Yes, then OK.
Uninstalling M-Business Client from your Symbian OS device
Note
On Symbian OS devices, this is the only task you need to perform to remove M-Business Client.
♦ To uninstall M-Business Client from your Symbian OS device
1. ChooseApplications»My Own.
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Uninstalling M-Business Client
2. Select the M-Business icon.
3. Choose Options»Remove.
4. Confirm the removal when you are prompted.
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CHAPTER 3
Configuring M-Business Client on the desktop
computer
Contents
Accessing your M-Business Server account ............................................................... 42
Setting server information ............................................................................................ 44
Configuring proxy server settings ................................................................................ 49
Enabling a secure connection to a server ................................................................... 53
Disabling and removing server connections ................................................................ 54
Using M-Business Connect help ................................................................................. 56
Note
The information in this chapter applies to all M-Business Client platforms that have the capability to
synchronize through a cradle that is connected to your computer. Currently, in M-Business Anywhere version
6.7, Microsoft Smartphone is the only platform that does not require you to configure M-Business Client on
the desktop.
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Configuring M-Business Client on the desktop computer
Accessing your M-Business Server account
On your computer desktop, you can access your M-Business Server account to change your password or
channel settings.
You can access the M-Business Server Administrator Console from your desktop computer’s Web browser
or from within M-Business Connect. You must already have a user name and password in order to log in to
M-Business Server.
If the user name you use to log in is not defined as a system administrator or a group administrator, you are
automatically placed in personal mode in the M-Business Server Administrator Console. In personal mode
you are able to perform only a limited set of operations that are available to you as an ordinary user to manage
your own account.
If the user name you use to log in is defined as a group administrator, you are automatically placed in group
administrator mode in the M-Business Server Administrator Console. In group administrator mode you are
able to perform group administration functions, in addition to managing your own account.
♦ To access the M-Business Server Administrator Console though a Web browser
1. Start your web browser.
In your browser’s address field, enter http://<servername>:8091, replacing <servername>with the
name of your M-Business Server machine. Your system administrator can provide you with this name.
If your system administrator installed the server on a port other than port 8091, enter http://
<servername>:<port number>.
The M-Business Server login page displays.
2. Enter your user name and password, then click Login.
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Accessing your M-Business Server account
Accessing the M-Business Server Administrator Console though M-Business
Connect
You also can access the M-Business Server Administrator Console in personal mode though M-Business
Connect on your desktop computer.
♦ To access the M-Business Server Administrator Console though M-Business Connect
1. On your desktop, choose Start»Programs»M-Business Client»M-Business Connect or
Start»Settings»Control Panel»M-Business Connect.
The M-Business Connect dialog displays.
2. Select the name of your server, then click Content.
The M-Business Server login page displays.
3. Enter your user name and password, then click Login.
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Configuring M-Business Client on the desktop computer
Setting server information
This section describes how to configure M-Business Connect. When you install M-Business Client, M-
Business Connect installs automatically on your desktop computer. If you use a Palm OS, Windows Mobile
Pocket PC, Windows Mobile 5, or Windows XP device, M-Business Connect also installs on your mobile
device. This software allows you to synchronize your device’s data with a remote server.
Manually configuring a new server connection
Follow the instructions listed below to manually configure a new server connection using M-Business
Connect.
Note
You also can configure your server connection in personal mode on in the M-Business Server Administrator
♦ To configure a new server connection
1. On your desktop, choose Start»Programs»M-Business Client»M-Business Connect or
Start»Settings»Control Panel»M-Business Connect.
The M-Business Connect dialog displays.
2. On the Servers tab, click the Add button.
The Edit Server Profile dialog displays.
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Setting server information
3. Enter the fully qualified host name of your server.
Note
A host name is fully qualified if it includes the full path to the host server, for example,
enterprise.example.com.
This is not a URL, so do not include a protocol prefix such as http://.
4. Enter the port number.
The default value of 80 is usually correct. If do not know your server’s port number, check with your
system administrator.
5. Click the Test button.
M-Business Connect tries to establish a connection with the server. If the test is not successful, contact
your system administrator.
6. In the Edit Server Profile dialog, enter your user name.
7. Click the Set Password button, enter your password, then click OK.
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Configuring M-Business Client on the desktop computer
8. Select the connection options that you want to use.
9. Click OK.
Editing a server connection
♦ To edit a server connection
1. On your desktop, choose Start»Programs»M-Business Client»M-Business Connector
Start»Settings»Control Panel»M-Business Connect.
The M-Business Connect dialog displays.
2. On the Servers tab, select your server from the Server settings list.
3. Click Properties, or double-click on the name of the server.
The Edit Server Profile dialog displays.
4. Select the connection options that you want to use.
5. Click OK.
Refreshing all content from a server
If a synchronization has failed, or if you are uncertain whether content was preserved during an upgrade,
you can check the Refresh all content at next sync checkbox to re-establish your content.
The Refresh all content setting overrides all of your other channel settings. For example, if you set M-Business
Server to refresh a channel’s content only once a week, then select Refresh all content in M-Business Connect,
the next synchronization will refresh all of the channel’s content.
Note
Setting M-Business Connect to refresh all content will affect only your next synchronization. If you want
to change a channel’s setting permanently, do so on your Edit Channel page on M-Business Server. See the
Refresh (group and personal channels only) topic in the “Managing channels on the desktop
computer” on page 57 chapter.
♦ To enable a server to refresh all content
1. Choose Start»Programs»M-Business Client»M-Business Connect or Start»Settings»Control Panel»M-
Business Connect.
The M-Business Connect dialog displays.
2. On the Servers tab, select your server from the Server settings list.
3. Click Properties, or double-click on the name of the server.
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Setting server information
The Edit Server Profile dialog displays.
4. Check the Refresh all content at next sync checkbox.
5. Click OK.
Changing your password
Changing your password is a two-step process:
♦
♦
First, change your password in your personal page on M-Business Server.
Second, update M-Business Connect with the new password.
You must complete both of these steps or M-Business Connect will fail to connect to M-Business Server
the next time you synchronize.
Note
If M-Business Server is integrated with a Windows NT domain, your password must be the same as your
Windows domain password.
Changing your password in M-Business Server Administrator Console
♦ To change your password in M-Business Server Administrator Console
1. Access your M-Business Server personal page.
2. Click Your Account.
The Change Password page displays.
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Configuring M-Business Client on the desktop computer
3. Enter your current password in the Old Password field.
4. Enter your new password in the New Password and Confirm New Password fields.
5. Click Save.
Updating your password in M-Business Connect
♦ To update your password in M-Business Connect
1. On your desktop, choose Start»Programs»M-Business Client»M-Business Connect or
Start»Settings»Control Panel»M-Business Connect.
The M-Business Connect dialog displays.
2. On the Servers tab, select your server from the Server settings list.
3. Click Properties, or double-click on the name of the server.
The Edit Server Profile dialog displays.
4. Click the Set password button.
The Change Password dialog displays.
5. Enter your new password in the New password field, then click OK.
6. In the Edit Server Profile dialog, click OK.
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Configuring proxy server settings
Configuring proxy server settings
If you are having trouble accessing the Internet from behind a firewall, you may need to configure a
connection to a proxy server.
A proxy server is a computer located between a user and a network. It can be used as a relay to speed up a
network by keeping a list of frequent requests, as part of a gateway system that connects two different
networks, or as part of a firewall that protects a network from security breaches.
During installation, M-Business Connect mirrors your desktop browser’s configuration. If your browser
settings are incorrect, if you want to connect to a different proxy server, or if M-Business Connect is unable
to find your desktop browser configuration, you may need to detect or configure proxy server settings.
If you are unsure of what settings to use, contact your system administrator.
Using Microsoft Internet Explorer proxy settings
To connect to M-Business Server using Microsoft Internet Explorer proxy settings, you must detect the
connection on your desktop.
♦ To use Microsoft Internet Explorer proxy settings
1. On your desktop, choose Start»Programs»M-Business Client»M-Business Connect or
Start»Settings»Control Panel»M-Business Connect.
The M-Business Connect dialog displays.
2. Click the Connection tab.
3. Select Microsoft® Internet Explorer.
4. Click Autodetect now.
M-Business Connect attempts to detect your settings.
If Autodetect is successful, click Done, then click OK.
If Autodetect is not successful, contact your system administrator.
Note
To see details of your connection attempt, click Show Details. To save the details to send to your system
administrator, click Copy Log to Clipboard, then paste the information into your preferred text editor or
email application.
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Configuring M-Business Client on the desktop computer
Using HTTP or secure proxy server settings
If your desktop computer accesses the Internet through a proxy server, and if you connect through a proxy
server to all servers that you access with M-Business Connect (the most common case), you can detect your
proxy server connection using Autodetect.
If you have never set up your desktop computer for Internet access, if some of the servers you access with
M-Business Connect should use proxy settings, while others should not, or if Autodetect is unsuccessful,
you cannot use Autodetect. You must add your proxy server connection manually.
Detecting a proxy server connection
♦ To detect a proxy server connection
1. On your desktop, choose Start»Programs»M-Business Client»M-Business Connect or
Start»Settings»Control Panel»M-Business Connect.
The M-Business Connect dialog displays.
2. Click the Connection tab.
The Connection tab is activated.
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Configuring proxy server settings
3. Select the type of proxy settings you want to use.
4. Click Autodetect now.
The Autodetect Network Connection dialog displays.
5. If successful, click Done.
6. If unsuccessful, click Detect Again to retry.
If the second attempt is unsuccessful, contact your system administrator.
Note
To see details of the connection attempts, click Show Details. If you want to save the details to send to
your system administrator, click Copy Log to Clipboard, then paste the information into your preferred
text editor.
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Configuring M-Business Client on the desktop computer
Adding a proxy server connection manually
♦ To add a proxy server connection manually
1. On your desktop, choose Start»Programs»M-Business Client»M-Business Connect or
Start»Settings»Control Panel»M-Business Connect.
The M-Business Connect dialog displays.
2. Click the Connection tab, then click Change.
The Advanced Connection Settings dialog displays.
Note
Your system administrator has all the necessary information for you to enter.
3. If your proxy server uses the HTTP protocol, enter information in the HTTP Address and Port fields.
Note
The HTTP Address field assumes a protocol prefix such as http://. It is not necessary to enter this prefix
as part of the HTTP address.
Note
URLs entered in any M-Business Anywhere component must contain only forward slashes (/). The
backslash character (\) in place of a forward slash will cause an error.
When you enter information in the Port field, the Use HTTP authentication field is enabled.
4. To enable user name and password protection, check the Use HTTP authentication checkbox.
5. If you enable Use HTTP authentication, enter your user name and password for the server you entered
in the Address field.
6. Enter information in the Secure and Port fields if your proxy uses a secure protocol.
7. Enter exceptions to the HTTP settings in the text field under "Do not use proxies for these servers."
Note
Exceptions are the host names of servers that M-Business Connect should access without going through
the proxy server.
8. Click OK.
The final screen summarizes the proxy settings you have chosen.
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Enabling a secure connection to a server
Enabling a secure connection to a server
Depending on how your system administrator has configured M-Business Server, you may be able to enable
and disable security between M-Business Server and M-Business Client. For information on your company’s
security policy, contact your system administrator.
When you enable a secure connection to a server, M-Business Connect can use the HTTPS protocol to
connect to the server. You can connect to M-Business Server using the secure protocol only if:
♦
♦
Your system administrator has enabled the use of secure protocols on M-Business Server.
You have entered a secure server in the Hostname field in M-Business Connect on your desktop computer,
Windows XP device, or Windows Mobile Pocket PC device, or in the Server Addr field on your Palm
OS device.
♦
You have synchronized your mobile device at least once with the secure server.
♦ To enable a secure connection
1. On your desktop, choose Start»Programs»M-Business Client»M-Business Connect or
Start»Settings»Control Panel»M-Business Connect.
The M-Business Connect dialog displays.
2. On the Servers tab, select your server from the Server settings list.
3. Click Properties, or double-click on the name of the server.
The Edit Server Profile dialog displays.
4. Check the Connect to this server using a secure protocol checkbox.
Note
This checkbox is enabled only after the server in the Hostname field confirms that it can provide a secure
connection to the device. The server confirms this during the first synchronization, or when you test
the connection by clicking the Test button in the Edit Server Profile dialog.
5. Click OK.
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Configuring M-Business Client on the desktop computer
Disabling and removing server connections
Disabling and re-enabling a server connection
By default, any new server connection you create is enabled.
M-Business Connect allows you to disable a server connection temporarily without deleting it. Because your
device will not synchronize a server’s content when the connection is disabled, this feature can help to
increase available memory on your device.
Note
If you will never access a server again, you may choose to remove its connection permanently. See
♦ To disable or re-enable a server connection
1. On your desktop, choose Start»Programs»M-Business Client»M-Business Connect or
Start»Settings»Control Panel»M-Business Connect.
The M-Business Connect dialog displays.
2. On the Servers tab, select your server from the Server settings list.
3. Click Properties, or double-click the name of the server.
The Edit Server Profile dialog displays.
4. Clear the Connect to this server during device synchronizations checkbox.
5. Click OK.
When you want to synchronize with this server again, check the Connect to this server during device
synchronizations checkbox.
Disabling the M-Business Connect conduit
The M-Business Connect conduit is the path for information between M-Business Server and M-Business
Client. When this conduit is disabled, M-Business Client cannot synchronize with M-Business Server.
If you use a Palm OS, Windows Mobile Pocket PC, or Windows XP device, and if you want to synchronize
your device without refreshing any of your M-Business Client content, you can disable the conduit. See:
♦
♦
♦
For Palm OS — “Disabling the M-Business Connect conduit” on page 91
For Window Mobile Pocket PC — “Disabling the M-Business Connect conduit” on page 133
For Windows XP — “Disabling and re-enabling a server connection” on page 175
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Disabling and removing server connections
♦
For Windows Mobile 5 or Microsoft Smartphone — “Disabling the M-Business Connect
Removing a server connection
♦ To remove a server connection
1. On your desktop, choose Start»Programs»M-Business Client»M-Business Connect or
Start»Settings»Control Panel»M-Business Connect.
The M-Business Connect dialog displays.
2. On the Servers tab, select your server from the Server settings list.
3. Click Remove.
The Confirm server removal dialog displays.
4. Click OK.
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Configuring M-Business Client on the desktop computer
Using M-Business Connect help
In M-Business Connect on your desktop computer, you can access both desktop help and context-sensitive
help.
Desktop help, in HTML-based format, provides instructions on working with server connections, both on
your desktop and from your mobile device. If you use a Windows Mobile Pocket PC device, you also can
Context-sensitive help is a feature of the M-Business Connect dialog. It provides brief descriptions of the
functions that the buttons and fields perform.
Accessing online help
♦ To access online help
1. On your desktop, choose Start»Programs»M-Business Client»M-Business Connect or
Start»Settings»Control Panel»M-Business Connect.
The M-Business Connect dialog displays.
2. Click Help.
M-Business Connect help displays. You can select the topic that you want to review.
Accessing context-sensitive help
♦ To access context-sensitive help
1. On your desktop, choose Start»Programs»M-Business Client»M-Business Connect or
Start»Settings»Control Panel»M-Business Connect.
The M-Business Connect dialog displays.
2. Click the question mark icon in the upper right corner of the application interface.
3. Click on any button or field in M-Business Connect to see information about the function of that button
or field.
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CHAPTER 4
Managing channels on the desktop computer
Contents
Managing channels ..................................................................................................... 58
Updating channel pages .............................................................................................. 67
Accessing secure channels ......................................................................................... 68
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Managing channels on the desktop computer
Managing channels
Channels are web content, optimized for use on your mobile device, that M-Business Server delivers to your
device. There are three categories of channels:
♦
Public channels are available to all users. If your system administrator has defined public channels, you
can browse and select public channels to add to your device.
If your system administrator makes any changes to a public channel to which you are subscribed, you
will download those changes when you synchronize.
♦
Group channels are for use by a specific group of users. Note that some channel groups are optional,
while others are not. If your system administrator has defined optional channel groups, you can browse
and select channel groups to join. By joining a channel group, you add all associated channels to your
device.
If your system or group administrator makes any changes to a channel associated with a group to which
you belong, you will download those changes when you synchronize.
♦
Personal channels are for use by a specific individual user. If your system administrator has enabled
personal channels, you can create personal channels for yourself.
Adding or removing a public channel
♦ To subscribe to or remove a public channel
1. Access your M-Business Server personal page.
2. Click the Browse Public Channels link.
The Browse Public Channels page displays. You can review channels by categories, or search by
keyword.
3. To subscribe to a channel, click the add Channel button.
To remove a channel, click the remove Channel button.
4. Synchronize your device.
See the documentation that came with your mobile device for instructions.
Joining and leaving channel groups
Some or all of your group channels may be optional. You may enter or leave optional groups when you
choose. You can join or leave a group from your desktop only.
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Managing channels
Note
Your system administrator may designate you as a group administrator. As a group administrator, you can
add and remove users from your assigned group, create channels for your group, and modify group channel
♦ To join or leave an optional channel group
1. Access your M-Business Server personal page.
2. Click the Optional Groups link.
The Optional Group Membership page displays.
3. To join a group, click to select the checkbox in the Member column corresponding to the Group Name.
To leave a group, click to clear the checkbox in the Member column corresponding to the group name.
4. Click Save.
The message "Changes successfully saved" displays.
Adding a personal channel
If your system administrator has enabled personal channels, you can create and delete personal channels for
yourself. When you create a personal channel, you set properties for web content that you want to view on
your device.
Title
Identifies the channel. The title of the channel’s main page usually is a good choice.
Location
Identifies the channel’s URL or file location. A URL must be an Internet website or a site on your corporate
intranet.
In the Location field, enter the URL of the home page of your channel Website.
Note
URLs entered in any M-Business Anywhere component must contain only forward slashes (/). The
backslash character (\) in place of a forward slash will cause an error. When you are setting up directories
in a Windows file system, where backslashes separate levels, be sure to change these characters to forward
slashes if you copy parts of the file system path into a URL.
Channel Size Limit
The maximum size in kilobytes (KB) that the entire channel can consume on a device. M-Business Server
compresses web pages for efficiency: The size limit reflects the compressed size, not the original size.
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Managing channels on the desktop computer
Some channels are very large and consume a large portion of the available memory on a mobile device. By
entering a size limit, you prevent the channel from growing beyond that limit.
If a channel's pages total up more than the size you specify here, some pages will not be downloaded in a
synchronization. 100KB should be a large enough size limit for getting started with your first channel.
Note
The Channel Size Limit setting works together with the Link Depth setting. If Channel Size Limit is reached
first, it supersedes Link Depth. If Link Depth is reached first, it supersedes Channel Size Limit.
Link Depth
Specifies the number of levels of links to follow from the channel's main page. If you set this to 0, for
example, M-Business Sync Server returns only the page for the main location of the channel. If you set this
to 1, it follows the links on the main page and downloads all of those pages as well. The greater the link
depth, the more pages your channel downloads, which consumes more memory. It is rarely a good idea to
set the link depth to greater than 1 or 2.
Set the Link Depth to the level beyond the channel's home page that should be downloaded in a
synchronization.
Note
The Channel Size Limit setting works together with the Link Depth setting. If Channel Size Limit is reached
first, it supersedes Link Depth. If Link Depth is reached first, it supersedes Channel Size Limit.
Include Images
Controls whether images are omitted from a channel. Deselecting this option reduces the memory that a
channel consumes. If you deselect this option, your device will not download images, even if they are on a
Handheld Friendly page.
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Managing channels
Color Depth (group and personal channels only)
Sets the allowed color depth for a channel's images. The default selection is Automatic, which downloads
color images to the device with the highest color depth that the device can support. Select a different setting
to cap the color depth at a lower level and prevent images from exceeding channel capacity on devices that
support greater color depth.
The following Color Depth options are available:
♦
♦
♦
♦
♦
Black & White (1-bit)
Greyscale (2-bit)
16 Colors (4-bit)
256 Colors (8-bit)
High Color (16-bit)
Lowering the number of bits allowed reduces synchronization time and saves memory on your device.
Follow Offsite Links
If your Link Depth is set to 1 or higher, indicates whether your channel should include pages from a server
other than the one on which the main page of your channel resides. An offsite link is:
♦
♦
♦
any URL outside of the original HTTP site's domain
a different machine name, even if the machine is in the same domain
any link that is a re-direct
Including offsite links increases the number of pages the channel downloads to your device. Turning off this
option saves memory on your mobile device.
Sync Only
Check the Sync Only box if you want the channel content never to expire on the device. You would only do
this with a channel that you expect have unchanging content over an extended period of time. Checking Sync
Only for such a channel eliminates most of the communication with the web server that is required to
determine if the web pages on the device need to be updated.
With connected users, this decreases the time it takes to synchronize the device. With wireless users, it
decreases the time it takes to display the page every time the user accesses it — wireless users are more
likely to notice the difference.
Refresh (group and personal channels only)
Check the Refresh setting to specify the frequency of on-device channel updates.
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Managing channels on the desktop computer
Table 1. Refresh options
Refresh option
Behavior
Reasons users might
prefer this option
Only once
Synchronize one time, but never again.
Synchronizing a binary
program file, reference
guide, or template.
Every sync
Update sets of pages that change more than once a day Checking on the latest
by enabling a synchronization of the channel during ev- press release, stock price,
ery device synchronization.
or news articles.
Only once every
<x> hours
Update once every <x> hours daily, or only on week-
days.
Keeping track of stock
quotes that change regular-
ly.
The Only once every <x> hours option synchronizes and
then disappears until the next synchronization time pe-
riod starts. After a synchronization, this method does not
synchronize again until the specified hourly period has
passed.
Daily at <time>
Update at specific times during the day.
Viewing a daily newsletter
posted at a particular time.
The daily refresh option synchronizes and then disap-
pears until the next daily time period starts. After syn-
chronizing using this method, the channel will not
synchronize again until the next day and time.
Days of the week Checking only those days of the week on which the Daily Viewing pages that change
at <time> synchronization should occur restricts syn-
chronizations to those days.
once a week or even less
frequently, such as partic-
ular websites or reference
materials.
You can add or remove a personal channel from your mobile device. However, if you later want to modify
your channel properties, or set color depth or refresh properties, you must do so from your desktop. See
To set color depth and refresh properties at the same time that you create a channel, you must create the
channel on your desktop, using the M-Business Server Create Channel option.
♦ To set color depth and refresh properties at the same time that you create a channel
1. Start your web browser.
In your browser’s address field, enter http://<servername>:8091, replacing <servername>with the
name of your M-Business Server machine. Your system administrator can provide you with this name.
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Managing channels
If your system administrator installed the server on a port other than port 8091, enter http://
<servername>:<port number>.
2. Enter your user name and password, then click Login.
Your Channel List displays.
3. Click Create Channel.
The Create a Channel for User form displays.
4. Enter the information for the new channel.
Note
URLs entered in any M-Business Anywhere component must contain only forward slashes (/). The
backslash character (\) in place of a forward slash will cause an error.
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Managing channels on the desktop computer
Note
After you enter a URL in the Location field, click View to make sure that the URL does not automatically
redirect to another site. For example, if example.com redirects to example.org, enter http://
www.example.org in the Location field. Otherwise, you may not receive the linked pages that you
specify in the Link Depth field.
5. Click Create.
The next time you synchronize, the channel will appear on your device.
Modifying personal channel settings
From your desktop, you can change any of the properties of your personal channels. See “Adding a personal
♦ To modify your personal channel settings
1. Access your M-Business Server personal page.
The Channel List page is displayed when you log in.
2. Click the title of the personal channel that you want to modify.
The Edit Channel for User page displays.
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Managing channels
3. Set your channel properties.
4. Click Save.
The next time you synchronize, the channel on your device will reflect your changes.
Note
If a synchronization has failed, or if you are uncertain whether content was preserved during an upgrade,
you might need to refresh all data from a server. See “Refreshing all content from a server” on page 46.
Removing a personal or public channel
You can delete a personal or public channel from your desktop. The channel will be removed from your
device the next time you synchronize.
Note
If you want to unsubscribe from, or delete, a group channel, contact your system administrator.
♦ To remove a personal or public channel from your desktop
1. Start your web browser.
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Managing channels on the desktop computer
In your browser’s address field, enter http://<servername>:8091, replacing <servername>with the
name of your M-Business Server machine. Your system administrator can provide you with this name.
If your system administrator installed the server on a port other than port 8091, enter http://
<servername>:<port number>.
2. Enter your user name and password, then click Login.
Your Channel List for User page displays.
3. Locate the title of the channel that you want to remove, and click Delete in the row for that channel.
A dialog box displays prompting you to confirm that you want to delete the channel.
4. Click OK.
The channel is removed from the Channel List. The next time you synchronize, the channel will be
removed from your mobile device.
Temporarily clearing a channel's contents
Use the Channel Manager on your handheld device to temporarily clear all pages associated with a channel
from your device. This feature allows you to recover device memory.
For instructions, see one of the following sections:
♦
♦
♦
♦
For Windows Mobile Pocket PC — “Temporarily clearing a channel's contents” on page 139
For Windows XP — “Temporarily clearing a channel's contents” on page 179
For Windows Mobile 5 or Microsoft Smartphone — “Temporarily clearing a channel's
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Updating channel pages
Updating channel pages
To update your channel pages, all you need to do is to synchronize your mobile device. Place your device
in its cradle, connect it to the desktop, then synchronize. When the synchronization is complete, your device
has the latest channel information.
If your mobile device has a modem, network, or wireless connection, you can synchronize M-Business Client
Tip
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Managing channels on the desktop computer
Accessing secure channels
When you try to access a secure channel, M-Business Client may display an Authorization Required notifier.
This notifier indicates you are trying to access a channel that is secured by a Microsoft Windows NT LAN
Manager (NTLM) or Basic Authentication protocol.
♦ To access a channel that is secured by a Windows NTLM or Basic Authentication protocol
1. Enter the domain name of the site you want to access, then enter your user name.
Note
Unix-based servers do not use domain authentication. If you are accessing a Unix-based server that
authenticates, simply enter your user name.
2. Enter your assigned password.
3. Click OK.
4. Synchronize your device.
See the documentation that came with your mobile device for instructions.
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CHAPTER 5
Using M-Business Client on a device
Contents
Using platform-specific features with M-Business Client ............................................. 70
Using M-Business Client with multiple servers ............................................................ 71
Using HTML forms ....................................................................................................... 72
Searching to find content in M-Business Client ........................................................... 75
Remote connections .................................................................................................... 76
Managing caches ........................................................................................................ 78
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Using M-Business Client on a device
Using platform-specific features with M-Business Client
In general, M-Business Client works with platform-specific features, such as landscape mode, just like any
other application on your mobile device. In such cases, no instructions are provided in the chapters for your
device. See the documentation that came with your device to determine how to use its platform-specific
features.
In a few cases where M-Business Client does not use a platform-specific feature just like any other
application, this is noted in the chapters for your device. For example, on all Windows Mobile 5 devices —
as well as on certain Windows Mobile Pocket PC devices — that have a hardware keyboard, M-Business
Client installs with the SIP disabled; only the hardware keyboard can be used to enter text. If you wish to
use the SIP and stylus instead, you can switch to that input mode.
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Using M-Business Client with multiple servers
Using M-Business Client with multiple servers
You can have accounts on multiple instances of M-Business Server. M-Business Client will access content
from only one server at a time. When you switch between servers, you will see the server home page for
each server and a different list of channels for each server. M-Business Client will display the home page
for the server, rather than a channel page.
To add an additional server configuration to M-Business Client, see “Manually configuring a new server
For instructions on switching servers:
♦
♦
♦
♦
For Windows Mobile 5 or Microsoft Smartphone — “Selecting the server that delivers
Tip
If you use M-Business Client with multiple servers, M-Business Connect will access each server when you
synchronize, potentially making synchronizing a very long operation. If you choose not to synchronize with
every server and want to disable a server connection temporarily, see “Disabling and re-enabling a server
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Using M-Business Client on a device
Using HTML forms
M-Business Client handles forms differently in online and offline modes.
Submitting HTML forms while offline
In offline mode, M-Business Client saves form submissions on the device in the Forms Manager. When you
synchronize, M-Business Client sends the saved form submissions to their associated Websites, then the
Websites send back responses. Depending on the form, you can view the Website’s response either in the
channel from which you submitted the form or in the Forms Manager.
For instructions on submitting HTML forms and displaying the responses, see one of the following sections:
♦
♦
♦
♦
For Palm OS — “Submitting HTML forms while offline” on page 106
For Windows Mobile Pocket PC — “Submitting HTML forms while offline” on page 149
For Windows XP — “Submitting HTML forms while offline” on page 188
For Windows Mobile 5 or Microsoft Smartphone — “Submitting HTML forms while
Submitting HTML forms while online
In online mode, M-Business Client immediately sends the form request to the Website and you get back an
immediate response.
For instructions on submitting HTML forms while online, see one of the following sections:
♦
♦
♦
♦
For Palm OS — “Submitting HTML forms while online” on page 109
For Windows Mobile Pocket PC — “Submitting HTML forms while online” on page 152
For Windows XP — “Submitting HTML forms while online” on page 192
For Windows Mobile 5 or Microsoft Smartphone — “Submitting HTML forms while
Using the Forms Manager
Use the Forms Manager to view the condition (pending or successful) of your form request(s) and to look
at response page(s). The Forms Manager provides a series of columns, each of which provides information
about the form in the Forms Manager queue.
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Using HTML forms
Table 1. Forms Manager properties
Col-
umn
Item
Displays
Indicating
1
2
Checkbox
Checkmark or no check- When checked, the form is selected for deletion
mark
Time of
Timestamp (after 24
The time or date the form was submitted to the Forms
Manager queue
submission hours becomes a date
stamp)
3
4
Title
The linked name of the
form
The title listed in the form’s header is linked to the full
form; tap the linked title to view the form
Status
Pending or success
The condition of the form
For instructions on accessing the forms manager, editing and deleting forms, see one of the following
sections:
♦
♦
♦
♦
For Palm OS — “Using the Forms Manager” on page 107
For Windows Mobile Pocket PC — “Using the Forms Manager” on page 150
For Windows XP — “Using the Forms Manager” on page 190
For Windows Mobile 5 or Microsoft Smartphone — “Using the Forms Manager” on page 233
Using forms with websites that require password authentication
Some Websites require that you provide a user name or password before you can access their content.
The following procedures describe how to access either a secure (https) or a non-secure (http) channel that
requires a password and uses a cookie.
Accessing a secure (https) website
♦ To access a secure (https) website
1. In M-Business Connect, select the Connect to this server using a secure protocol option.
2. Synchronize your device.
See the documentation that came with your mobile device for instructions.
3. On your device, access the channel that requires authentication.
4. Enter your password or other authentication information.
5. Tap Enter or OK.
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Using M-Business Client on a device
6. Synchronize your device or perform a wireless page fetch.
See the documentation that came with your mobile device for instructions.
The channel displays.
Accessing a non-secure (http) website
♦ To access a non-secure (http) website
1. Synchronize your device.
See the documentation that came with your mobile device for instructions.
2. Access the channel that requires authentication.
3. Enter your password or other authentication information.
4. Tap Enter or OK.
5. Synchronize your device or perform a wireless page fetch.
The channel displays.
Note
If you are trying to access a site and see a Page Not Available notifier, you may be trying to access a site
that is secured by a Windows NT LAN Manager (NTLM) or Basic Authentication protocol. To access
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Searching to find content in M-Business Client
Searching to find content in M-Business Client
You can search content in M-Business Client on your mobile device.
When you perform a search for specific content while M-Business Client is the active application, you search
only M-Business Client channel pages. Your search does not include pages in the Forms Manager or Online
Cache, nor does it include information in other applications, such as your address book or calendar.
For instructions on performing searches, see one of the following sections:
♦
♦
♦
♦
For Windows Mobile Pocket PC — “Searching to find content in M-Business Client” on page 145
For Windows XP — “Searching to find content in M-Business Client” on page 184
For Windows Mobile 5 or Microsoft Smartphone — “Searching to find content in M-Business
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Remote connections
Synchronizing remotely
If you use a Palm OS, Windows Mobile Pocket PC, or Windows XP device that is enabled for modem or
wireless synchronization, you can synchronize your M-Business Client content without using a desktop
cradle. When you synchronize remotely, your device connects directly to M-Business Server and downloads
all channel information, just as it does when you synchronize using a cradle. This feature allows you to
update your channels from any location without having to synchronize all the other data on your device.
Before you can use M-Business Client with a modem, you must make sure that the modem is configured
properly and that you have network access to your Internet Service Provider (ISP). To configure your modem
and network access, refer to your device manufacturer’s documentation.
To access M-Business Server, M-Business Client uses the settings in M-Business Connect. If you can connect
to your ISP, but you are unable to access M-Business Server, check your M-Business Connect settings.
For instructions on synchronizing remotely, see one of the following sections:
♦
♦
♦
♦
For Palm OS — “Synchronizing remotely” on page 114
For Windows Mobile Pocket PC — “Synchronizing remotely” on page 156
Note
M-Business Client has a recoverable synchronization feature. If your remote (wireless) synchronization is
interrupted, because you lose your wireless connection, for example, M-Business Client automatically makes
several attempts to complete the synchronization, picking up where it left off. This process is automatic; no
error message is displayed and you do not need to do take any action.
If you do see an error message indicating that your synchronization failed to complete, it means that M-
Business Client was unable to recover your synchronization and you have to initiate a new synchronization,
which must start over from the beginning.
Browsing online
If you use a mobile device with a wireless connection, Ethernet card, or modem, you can browse channel
and web content in M-Business Client. When your connection is active, you can use M-Business Client’s
Open Page feature to navigate to a URL.
For instructions on browsing online, see one of the following sections:
♦
For Palm OS — “Browsing online” on page 118
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♦
♦
♦
For Windows Mobile Pocket PC — “Browsing online” on page 158
For Windows XP — “Browsing online” on page 198
For Windows Mobile 5 or Microsoft Smartphone — “Browsing online” on page 241
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Managing caches
Managing online cache
If you use a mobile device with a wireless connection, Ethernet card, or modem, you can request web pages
online. M-Business Client caches these pages (stores them in memory). Caching pages speeds access to
those pages the subsequent times that you request them; however, the cache takes up memory on your device.
Some pages are not cacheable because they are secure or are set to expire immediately. Other pages are set
to expire quickly, so you may need to reload them when you link to them. For instruction on how to reload
a page, see one of the following sections:
♦
♦
♦
♦
For Palm OS — “Reloading a page” on page 119
For Windows Mobile Pocket PC — “Reloading a page” on page 159
For Windows XP — “Reloading a page” on page 199
For Windows Mobile 5 or Microsoft Smartphone — “Reloading a page” on page 243
If you use a Palm OS, Windows Mobile Pocket PC, or Windows XP device, you can control how much
memory your device uses for the cache. However, the online cache can grow beyond the limit that you set.
The cache does not clear until you exit M-Business Client or until you manually delete the cache. On your
device, you can remove individual pages from the cache to free up memory. For instructions on defining
maximum memory or deleting pages from the online cache on a device, see one of the following sections:
♦
♦
♦
♦
For Palm OS — “Managing online cache” on page 121
For Windows Mobile Pocket PC — “Managing online cache” on page 161
For Windows XP — “Managing online cache” on page 201
For Windows Mobile 5 or Microsoft Smartphone — “Managing online cache” on page 244
Managing caches on M-Business Server
There are three types of caches that M-Business Server stores for your account: channel cache, cookie cache,
and authentication information. If you want to clear information that M-Business Server stores, you might
need to clear one or more of these caches from your desktop.
Channel cache
M-Business Server caches HTML pages that it retrieves from your channels’ websites. If you clear the
channel cache, M-Business Server will refresh all of your channel content at your next synchronization. For
example, you might want to clear the channel cache if you are having problems during a synchronization
and you want to ensure that you retrieve the latest pages.
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Managing caches
During each synchronization, M-Business Server compares the date of the pages in its cache with the date
of the pages on the remote site, retrieving only pages that have been updated. Having a channel cache saves
time during the synchronization, because M-Business Server does not have to wait to retrieve cached pages.
Cookie cache
Sites that you visit place cookies containing information about you in your user profile. Clearing the cookie
cache will remove any personalized information that the web servers that you visit store in your M-Business
Server account. If you do not want sites that you visit to display your personalized information when you
return to them, you might want to clear the cookie cache.
Authentication information
Some web servers require you to supply a user name and password to access the site. M-Business Server
caches this authentication information and supplies it to the web server when you synchronize. If you do not
want M-Business Server to supply this information automatically, you might want to clear the authentication
cache. Clearing the authentication cache will usually require you to re-enter your user name and password
the next time you access a site that requires authentication.
Clearing M-Business Server caches
You can modify settings for the three types of cache used by M-Business Server: Channel, Cookies, and
Authentication Info.
♦ To manage the cache settings
1. Access your M-Business Server personal page.
2. Click Settings»Clear Web Caches.
The Clear Web Caches page displays.
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3. Click Clear Channel Cache, Clear Cookies, or Clear Authentication Info.
A dialog appears prompting you to confirm the action.
4. Click OK.
The cached information is cleared.
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CHAPTER 6
Configuring a server connection on Palm OS
Contents
Opening M-Business Client on your mobile device ..................................................... 84
Setting server information ............................................................................................ 85
Adding a proxy server connection manually ................................................................ 88
Enabling a secure connection to a server ................................................................... 90
Disabling and removing server connections ................................................................ 91
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Configuring a server connection on Palm OS
Opening M-Business Client on your mobile device
To open M-Business Client on your Palm OS device, tap the Applications silk-screen icon, then tap the M-
Business icon.
To open M-Business Connect, tap the Applications silk-screen icon, then tap the MBConnect icon.
You also can open M-Business Connect from within M-Business Client. Tap the Menu silk-screen icon, then
choose Options»Server Preferences.
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Setting server information
Setting server information
Configuring a new server connection
♦ To configure a new server connection
1. Tap the Applications silk-screen icon, then tap MBConnect.
The M-Business Connect screen appears.
2. Tap the Menu silk-screen icon, then choose Server»New Server.
The Server Settings dialog appears.
3. Enter your information in the Server Address, Port, and User Name fields.
4. In the Password field, tap None, enter your password, then tap OK.
5. If you want to connect to this server securely you cannot set that up yet.
The Use Secure Connection checkbox is unavailable until you synchronize once with the server so that
it can confirm that it supports secure connections. Finish configuring other features for this server
connection now, then after you synchronize with the server, see “Editing a server
6. If your device has a secure digital (SD) card, select the Use Card checkbox if you want content from
this server to be stored on the card instead of in your device's main memory.
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Note
If you installed M-Business Client on your SD card, the Use Card checkbox will be unavailable. All
content from all servers will automatically be stored on the SD card. For more information, see
7. Tap OK.
The next time you synchronize, you will be able to view content from the new server.
Editing a server connection
♦ To edit a server connection
1. Tap the Applications silk-screen icon, then tap MBConnect.
The M-Business Connect screen appears.
Note
You also can get to this screen from within M-Business Client. Tap the Menu silk-screen icon, then
choose Options»Server Preferences.
2. Tap the name of the server in the Server field.
3. Tap Settings.
The Server Settings dialog appears. Modify the Server Address, Port, User Name, and/or Password fields.
4. Select the Use Secure Connection checkbox if you want to connect securely to this server, and the server
supports secure connections.
If the server supports secure connections, the Use Secure Connection checkbox will be available after
your first synchronization.
5. If your device has a secure digital (SD) card, select the Use Card checkbox if you want content from
this server to be stored on the card instead of in your device's main memory.
Note
If you installed M-Business Client on your SD card, the Use Card checkbox will be unavailable. All
content from all servers will automatically be stored on the SD card. For more information, see
6. Tap OK.
The next time you cradle synchronize, your new settings will appear in M-Business Connect on your
desktop.
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Setting server information
Refreshing all content from a server
♦ To refresh all content from a server
1. Tap the Applications silk-screen icon, then tap MBConnect.
The M-Business Connect screen appears.
2. In the Server field, select the name of your server.
3. Tap Settings.
The Server Settings dialog appears.
4. Check the Refresh All Content checkbox.
5. Tap OK.
All content from this server will be refreshed the next time you synchronize.
Updating your password
After changing your password on M-Business Server, you must update M-Business Connect with the new
Note
If M-Business Server is integrated with a Microsoft Windows NT domain, your password must be the same
as your Windows domain password.
♦ To update your password
1. On your device, tap the Applications silk-screen icon, then tap MBConnect.
The M-Business Connect screen appears.
2. In the Server field, select a server from the drop-down list.
3. Tap Settings.
4. In the Password field, tap Assigned or None.
5. Enter your new password, then tap OK.
6. In the M-Business Connect screen, tap OK.
Your new password will be active the next time you synchronize.
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Adding a proxy server connection manually
You may need to add a proxy server connection manually, either when Autodetect is unsuccessful or when
some of the servers that you access with M-Business Connect should use proxy settings, while others should
♦ To configure a connection to your proxy server from your device
1. In M-Business Client, tap the Menu silk-screen icon, then select Options»Server Preferences.
The M-Business Connect screen appears.
2. Tap the Menu silk-screen icon, then choose Options»Proxy Settings.
The Proxy Settings dialog appears.
3. Enter the necessary information in the Proxy Settings dialog.
Note
Your system administrator has all the necessary information.
4. If your proxy server uses the HTTP protocol, enter information in the HTTP Address and Port fields.
5. To enter a user name and password for the server you entered in the Address field, tap Advanced.
The Authentication Proxy Settings dialog appears.
6. Select the Use HTTP authentication box to enable user name and password protection.
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Adding a proxy server connection manually
7. Enter your user name and password, then tap OK.
8. If your proxy server uses a secure protocol, enter information in the Secure Address and Port fields.
9. Enter exceptions to the HTTP settings in the Exceptions List field. Separate multiple addresses with
semicolons.
Note
Exceptions are the hostnames of servers that M-Business Connect should access without going through
the proxy server.
10. Tap OK.
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Configuring a server connection on Palm OS
Enabling a secure connection to a server
♦ To enable a secure connection to a server
1. Tap the Applications silk-screen icon, then tap MBConnect.
The M-Business Connect screen appears.
2. In the Server field, select the name of your server.
3. Tap Settings.
The Server Settings dialog appears.
4. Select the Use Secure Connection checkbox.
The Use Secure Connection checkbox appears on your device only after the server in the Server Addr
field confirms that it can provide a secure connection to the device. The server confirms this during the
first synchronize, or when you test the connection in M-Business Connect on your desktop. See
5. Tap OK.
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Disabling and removing server connections
Disabling and removing server connections
To understand why you would disable or remove a server connection, see “Disabling and removing server
Disabling and re-enabling a server connection
♦ To disable and re-enable a server connection
1. Tap the Applications silk-screen icon, then tap MBConnect.
The M-Business Connect screen appears.
2. In the Server field, select the name of your server.
3. Clear the Update During Next Sync checkbox to disable the server connection.
Check the Update During Next Sync checkbox to re-enable the server connection.
Disabling the M-Business Connect conduit
♦ To disable the M-Business Connect conduit
1. On your desktop computer, choose Start»Programs»Palm Desktop»HotSync Manager.
2. In the Windows System tray, click the HotSync icon, then select the Custom option.
The HotSync Custom dialog appears.
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3. Select the correct mobile device user from the drop-down menu.
4. Select M-Business Connect from the Conduit list
5. Click Change.
The Change HotSync Action dialog appears.
6. Select the Do nothing option.
7. To disable the M-Business Connect conduit for the next synchronization operation only, click OK.
To disable the M-Business Connect conduit until you manually turn it back on, check the Set as
default checkbox, then click OK.
8. In the HotSync Custom dialog, click Done.
Removing a server connection
♦ To remove a server connection
1. Tap the Applications silk-screen icon, then tap MBConnect.
The M-Business Connect screen appears.
2. In the Server field, select the name of your server.
3. Tap the Menu silk-screen icon, then choose Server»Delete.
The Delete Server dialog appears.
4. Tap OK.
The next time you cradle synchronize, M-Business Connect will remove the server configuration from
the desktop.
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CHAPTER 7
Using M-Business Client on Palm OS
Contents
Understanding the basics ............................................................................................ 94
Searching to find content in M-Business Client ......................................................... 102
Working with text ....................................................................................................... 104
Using HTML forms ..................................................................................................... 106
Email integration: Launching email from a web page ................................................ 111
Synchronizing remotely ............................................................................................. 114
Browsing online ......................................................................................................... 118
Managing online cache .............................................................................................. 121
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Understanding the basics
This section describes what you need to know to get started using M-Business Client.
Viewing channels
M-Business Client provides a browser that you can use to view channels.
M-Business Client Home Page
If you have added channels to your account on M-Business Server and performed a synchronization, the M-
Business Client Home Page on your device will look something like this:
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Note
If you do not see any channels, or if you do not see the channels that you expect, see
Collapsing and expanding channel lists
You can collapse or expand your channel lists by tapping the plus (to expand a list) or minus (to collapse a
list) next to a channel category.
Temporarily clearing a channel's contents
♦ To temporarily clear a channel’s contents
1. Start M-Business Client.
2. Tap the Menu silk-screen icon, then choose Channels»Channel Manager.
The Channel Manager appears.
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3. Check the checkboxes beside the channels that you want to clear, or tap Select All.
4. Tap Clear, then tap OK.
The selected channel’s contents are removed from the device. You still are subscribed to these channels.
The channel contents will be restored the next time you synchronize your device.
Navigating in M-Business Client
As navigation tools, M-Business Client on a Palm OS device provides (from left to right in the image below)
Switch Servers, Open Page, Reload Page, Back, Forward, and Home buttons. URLs are underlined.
♦
Switch Servers switches between content synchronized from accounts on different servers, or between
different accounts on the same server.
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♦
♦
Open Page opens a page for a URL that you enter. This is only available when the device is in online
mode.
Reload Page gets a fresh copy of the current page from the web server. This is only available when the
device is in online mode.
♦
♦
♦
Back goes back to the page that was displayed before the current page in the browse sequence.
Forward goes forward to the page that was displayed after the current page in the browse sequence.
Home displays the M-Business Client home page for the currently selected server.
Setting preferences
You can set preferences to control whether tables, frames, and images are displayed in HTML pages, what
fonts and font sizes are used, and how M-Business Client works.
Setting the full screen option
M-Business Client has a full screen option that allows you to hide the menu bar/navigation button area
whenever you want to make the maximum screen space available for viewing content. To hide and redisplay
the menu bar/navigation button area, tap the full screen button in the bottom right corner of the screen. The
way the button looks tells you the current state of the full screen option:
♦
The full screen option is off — tapping the button turns it on and hides the menu bar/navigation button
area.
♦
The full screen option is on — tapping the button turns it off and redisplays the menu bar/navigation
button area.
Using the Preferences dialog
The following table describes the features of the Preferences dialog on a Palm OS device.
Table 1. Setting preferences on a Palm OS device
Field
Enables/disables or sets
Additional details
BROWSER
TAB
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Field
Enables/disables or sets
Additional details
Remap Appli- The buttons on the device to perform Check the Remap Application Buttons box to
cation buttons back and forward functions.
have your device’s Datebook and Address but-
tons function as the backward and forward ar-
rows while M-Business Client is the active
application.
Dragging pen What happens when you drag the sty- With scrolls selected, dragging scrolls the con-
lus.
tent window; with selects, dragging selects text
in the content window. See “Working with
Minimum
font size
The minimum font size in which text Select Small (the default), to allow the smallest
is displayed.
text to be displayed in the smallest size. Select
Medium to force the smallest text to be displayed
in the medium size. Select Large to force all text
to be displayed in the largest size.
Maximum
font size
The maximum font size in which text Select Large (the default), to allow the largest
is displayed.
text to be displayed in the largest size. Select
Medium to force the largest text to be displayed
in the medium size. Select Small to force all text
to be displayed in the smallest size.
CONTENT
TAB
Show Tables
Showing tables for pages that are not If you choose not to display tables, you still get
specifically designed for M-Business the text from the tables, but the text will not ap-
Client.
pear in a table.
Show Images Synchronizing images.
If you choose not to display images, they are not
displayed at all. Electing not to display images
saves memory on your device.
Enable Java-
Script
The device to display pages contain- For more information on using JavaScript, con-
ing JavaScript that have not been
marked with the HTML <Handheld-
Friendly> tag.
tact your system administrator.
Note: This preference option only appears in the
Application Edition and Web Edition Pro ver-
sions of M-Business Client.
Show Java-
Script Errors
When this option is turned on, an er- This option is primarily used by channel devel-
ror message will appear when Java- opers when they are debugging JavaScript.
Script on a page causes an error.
ONLINE TAB
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Field
Enables/disables or sets
Additional details
Max Cache-
Size
The maximum size in KB of pages
stored in the memory cache on your
device.
Online Im-
ages
Go Online
The device to automatically go online If not enabled, you will receive a notifier that the
Automatical- when an offline user tries to open or page you linked to is not available on your de-
ly
link to a page which is not on the de- vice.
vice.
Enable Scan- The device to scan bar codes and
ner place the numbers in a form field.
This preference option only appears if you have
a device with scanning capability, such as the
Symbol 1700.
♦ To set preferences
1. Tap the Applications silk-screen icon, then tap the M-Business icon.
2. Tap the Menu silk-screen icon, then choose Options»Preferences.
3. Select and clear the checkboxes beside your preferences.
Tap the tab at the bottom of the preferences to bring another set of preferences forward.
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4. Tap OK.
Selecting the server that delivers content
♦ To switch servers on your mobile device when M-Business Client is configured for
multiple servers
1. Start M-Business Client.
2. Tap the Servers drop-down list.
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A list of available servers list is displayed.
3. Tap the name of the server you want to select, then tap Go To Selected Server.
M-Business Client displays the home page for the server.
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Searching to find content in M-Business Client
From within M-Business Client you can choose to search either the current channel page only, or all M-
Business Client channel pages stored on your mobile device.
Searching the current page only
♦ To search the current page only
1. Open a channel page in M-Business Client.
2. Tap the Menu silk-screen icon, then choose Edit»Find.
3. Select in page.
4. Enter the words to search for in the Find field, then tap OK.
The first instance of your searched text is highlighted in the current page.
5. Tap the Menu silk-screen icon, then choose Edit»Find Again to find the next instance of the searched
text.
Searching all pages
♦ To search all M-Business Client Channel pages
1. Start M-Business Client.
2. Tap the Menu silk-screen icon, then choose Edit»Find.
3. Select in all pages.
4. Enter the words to search for in the text field, then tap OK.
A search results page appears, showing found instances by page and search progress.
5. Tap Find More to continue searching.
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Searching to find content in M-Business Client
When all pages have been searched, an << end of search >> message is displayed on the last search page.
6. Tap a highlighted instance to go to the page and the line where the instance occurs.
7. Tap the Back button to return to the results page.
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Working with text
M-Business Client provides cut, copy, and paste functions for working with text in channels, web pages,
and forms, and for moving text between M-Business Client and other device applications.
Using the copy and paste feature
You can copy selected text from online documents or web pages to the device clipboard, then paste that
selected text onto another form or into another application (such as Mail or To Do) on your device.
Note
You cannot use copy and paste functions in M-Business Client dialogs.
♦ To use the copy and paste feature
1. On your device, open a channel or web page.
2. Drag your stylus to select the text you want to copy, or select the entire page by tapping the Menu silk-
screen icon, then choosing Edit»Select All.
Note
In order to select portions of text within a channel or web page using your stylus, Dragging pen must
be set to selects in your preferences. For information on how to enable text-selection, see “Setting
3. Tap the Menu silk-screen icon, then choose Edit»Copy.
The selected text is copied to the device clipboard; now it can be pasted into other pages or device
applications.
4. Open the application or page that you want to paste the copied text into, tap the Menu silk-screen icon,
then choose Edit»Paste.
Using the cut and paste feature
You can cut selected text from form fields in online documents or web pages to the device clipboard, then
paste that selected text onto another form or into another application (such as Memo pad or Mail) on your
device.
Note
You cannot use cut and paste functions in M-Business Client dialogs or HTML content.
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Working with text
♦ To use the cut and paste feature
1. On your device, open a channel or web page.
2. In a form field, drag your stylus to select the text you want to cut.
Note
In order to select portions of text within a channel or web page, Dragging pen must be set to selects in
your preferences. For information on how to enable text-selection, see “Setting
3. Tap the Menu silk-screen icon, then choose Edit»Cut.
The selected text is cut and copied to the device clipboard; now it can be pasted into other pages or
device applications.
4. Open the application or page into which you want to paste the copied text, tap the Menu silk-screen
icon, then choose Edit»Paste.
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Using HTML forms
This section describes what you need to know to get started filling out and submitting HTML forms while
using M-Business Client.
Submitting HTML forms while offline
Note
When filling out a form, you may find the copy and paste feature especially useful. See “Working with
♦ To submit HTML forms in M-Business Client while offline
1. Fill out the form.
2. Tap the Submit button.
This button might be labeled something else, like OK or Update.
M-Business Client displays a message saying the form will be submitted on the next synchronization.
3. Tap OK.
The form has been added to the Forms Manager queue.
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Using HTML forms
Note
You can use the Forms Manager to view the status of the submitted form. See “Using the Forms
4. Synchronize your mobile device to send the form to the website.
See the documentation that came with your Palm OS device for instructions.
Displaying the response
M-Business Server may respond to a form submission in one of two ways:
♦
The server may alter the channel pages that you initially downloaded.
For example, suppose you subscribe to a financial channel and every time you synchronize, your channel
updates a page that shows the current prices of a list of stocks you had selected earlier. You might submit
a form to change the list of stocks you want to watch. In this case, the server responds by changing the
page that displays the current prices to reflect your new list.
To look at the server's response, select the channel.
The server may send down a separate response page.
♦
Suppose you submit a form to the same channel, but this time you want to buy shares of a stock. There
are no channel pages to alter. Instead, the server downloads a new response page to the Forms Manager
that confirms your order.
Using the Forms Manager
Accessing the Forms Manager
♦ To access the Forms Manager
1. Start M-Business Client.
2. On the M-Business Client home page, tap Forms, or tap the Menu silk-screen icon, then choose
Channels»Forms Manager.
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M-Business Client displays a list of forms that you have submitted or are going to submit during the
next synchronization.
If a form was submitted successfully, the word success appears to the right of the form’s name.
You can tap success to view the response page.
Editing forms in the Forms Manager queue
♦ To edit a form
1. Start M-Business Client.
2. On the M-Business Client home page, tap Forms.
The Forms Manager appears.
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Using HTML forms
Tip
You also can access the Forms Manager by tapping the Menu silk-screen icon, then choosing
Channels»Forms Manager.
3. In the column of links, tap the linked title of the form.
The form appears.
4. Edit the form.
5. Tap the Submit button.
This button might be labeled something else, like OK or Update.
M-Business Client displays a message indicating the form will be submitted on the next
synchronization.
6. Tap OK.
Deleting forms in the Forms Manager queue
♦ To delete a form
1. Start M-Business Client.
2. On the M-Business Client home page, tap Forms.
The Forms Manager appears.
Note
You also can access the Forms Manager by tapping the Menu silk-screen icon, then choosing
Channels»Forms Manager.
3. Select the checkbox to the left of the form(s) that you want to delete.
4. Tap Delete.
5. Tap OK.
Tip
To delete all forms in the queue, tap Delete All.
Submitting HTML forms while online
When submitting a form, keep in mind the options on the Edit menu. These menus are especially useful for
filling out forms. The Cut, Copy, and Paste options apply to channel pages and the contents of forms. You
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cannot apply these options to M-Business Client dialogs, but you can apply these options between channel
pages.
♦ To submit HTML forms in M-Business Client while online
1. Fill out the form.
2. Tap the Submit button.
This button might be labeled something else, like OK or Update.
The form is sent to the website, the website responds, and the response is downloaded to your mobile
device.
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Email integration: Launching email from a web page
Email integration: Launching email from a web page
You can launch your native Palm Mail application from a web page on your device. When you tap an email
link in a web page on your device, a new email is automatically addressed and saved to your Mail Outbox
folder.
♦ To launch your native Palm Mail application from a web page on your device
1. In a web page on your device, tap an email link.
A confirmation dialog appears.
2. Tap OK to launch your Palm Mail application.
Your Mail application launches in Inbox view.
3. Select Outbox from the drop down menu to switch to outbox view.
4. In your Outbox, tap the new email message, then tap Edit to compose your message.
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Phoneto integration: Launching a dialer application from a web page
Phoneto integration: Launching a dialer application from
a web page
Use the phonetolink to launch a configured dialer application, with the telephone number automatically
filled in, from a device web page. An example of the HTML markup for a phonetolink is as follows.
<a href=phoneto:18005551212>Toll-free directory assistance</a>
On your device screen, a phonetolink looks just like any other link, but the link text should make it clear
that this link makes a phone call.
♦ To launch a configured dialer application from a device web page
1. Tap the telephone number link on the device.
2. The dialing will initiate automatically.
Note
You will get an error message if the device does not contain an integrated telephone. The error message
will display the telephone number that was selected, so you can then manually dial this telephone
number on another device.
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Synchronizing remotely
Note
M-Business Client has a recoverable synchronization feature. If your remote (wireless) synchronization is
interrupted, because you lose your wireless connection, for example, M-Business Client automatically makes
several attempts to complete the synchronization, picking up where it left off. This process is automatic; no
error message is displayed and you do not need to do take any action.
If you do see an error message indicating that your synchronization failed to complete, it means that M-
Business Client was unable to recover your synchronization and you have to initiate a new synchronization,
which must start over from the beginning.
Using a modem to synchronize
On your device, you can synchronize with M-Business Server either from within M-Business Client or from
within M-Business Connect.
The exact steps involved in configuring a modem (or another network or wireless connection) to work with
M-Business Connect depend on your device and the modem or other hardware you use.
Synchronizing from within M-Business Client
♦ To synchronize from within M-Business Client
1. Attach the modem or other network device.
2. In M-Business Client, tap the Menu silk-screen icon, then choose Channels»Sync.
M-Business Client automatically accesses the modem (or other network or wireless connection),
initiates the network connection, and synchronizes with M-Business Server.
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Synchronizing remotely
Synchronizing from within M-Business Connect
♦ To synchronize from within M-Business Connect
1. Attach the modem.
2. Tap the Applications silk-screen icon, then tap MBConnect.
3. Tap Sync This Server.
M-Business Connect accesses the modem or other hardware, initiates the network connection, and
synchronizes with M-Business Server.
Using an infrared port to synchronize
If you use an infrared (IR) port, you can synchronize with M-Business Server at your desktop or laptop
computer without using a cradle.
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Before you start:
♦
Make sure that IrDA (industry standard IR port) is an installed component on your desktop or laptop
computer. If you are running Microsoft Windows 98 or higher, this is a standard feature. Otherwise,
check the Microsoft website to download the latest software components.
♦
Configure your desktop or laptop computer to enable infrared communication. Procedures for this
process vary depending on which version of Windows you are running. Access Windows Help from
your desktop by choosing Start»Help. To find the procedure for your computer, search for "configuring
infrared devices".
♦ To use an IR port to synchronize
1. Start HotSync from your desktop by choosing Start»Programs»Palm Desktop»HotSync Manager.
2. Right click on the HotSync icon in the taskbar.
3. Click Setup.
The HotSync Setup dialog appears.
4. Click Local.
5. In the Serial port list, select COM4.
6. In the Speed list, select As Fast As Possible.
7. Click OK.
8. On your device, tap the Applications silk-screen icon.
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Synchronizing remotely
9. Tap HotSync.
The HotSync panel appears.
10. In the drop-down list below the HotSync logo, select IR to a PC/Handheld.
11. Align the Palm IR window with the IR window on your desktop or notebook computer.
12. Tap HotSync to initialize the connection.
13. Start the M-Business Client application to browse the Internet or to synchronize your channels. For
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Browsing online
Palm OS devices have an Open Page feature and History select list to enable online browsing to a specific
URL. In addition, Palm OS provides a Shortcuts select list for inserting common prefixes and suffixes to
Internet addresses.
The progress bar fills from left to right as data is received by your mobile device. It also displays a count of
bytes received. If a Secure Connection icon appears beside the progress bar, the data transfer is secure.
Browsing content
To browse the Internet or your corporate intranet using M-Business Client, tap the Menu silk-screen icon,
then choose Channels»Connect. The flashing vertical bar in the upper right corner indicates you are online.
♦ To go to a specific URL while browsing online on a Palm OS device
1. Tap the Menu silk-screen icon, then choose Channels»Open Page, or tap the following icon.
2. Enter the URL in the Please enter the URL to open panel.
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Browsing online
3. Tap Go.
The requested page appears.
4. To disconnect your modem, tap the Menu silk-screen icon, then choose Channels»Work Offline.
Your service connection is closed.
Note
To configure M-Business Client to switch to online mode when you try to open a page not already
preferences” on page 97 for more information.
Reloading a page
When you are connected to the Internet, you can use the Reload Page command to update the contents of a
page. When you are offline, you can use the command to clear form data.
On your device, invoke the Reload Page command by tapping the Menu silk-screen icon and choosing
Channels»Reload Page, or by tapping the following icon.
This icon appears only when your device is in connected mode.
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Setting bit depth for online images
♦ To set bit depth for online images
1. In M-Business Client, tap the Menu silk-screen icon, then choose Options»Preferences.
The Preferences dialog appears.
2. Tap the Online tab to bring it forward.
3. Tap the drop-down list for Online Images to see a list of bit depths.
The bit depth options listed will depend on your mobile device.
4. Select the bit depth.
5. Tap OK.
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Managing online cache
Managing online cache
Defining maximum memory for caching
To define the maximum amount of memory for caching on a Palm OS:
♦ To set maximum memory
1. In M-Business Client, tap the Menu silk-screen icon.
2. Choose Options»Preferences.
The Preferences dialog appears.
3. Tap the Online tab to display the online set of preferences.
4. Specify the Max. cache size in kilobytes.
Note
The maximum allowable cache size is 32,000 K; the default cache size is 200K.
5. Tap OK.
Deleting a page from the online cache
If you are browsing online, M-Business Client caches the pages it already has displayed. See “Managing
online cache” on page 78. You can remove individual pages from the cache to free up space.
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♦ To delete a page from the online cache on a Palm OS device
1. Tap the Menu silk-screen icon, then choose Channels»Online Cache Manager.
M-Business Client displays a list containing the titles of any pages in the cache.
2. Select the checkboxes beside the pages you want to delete from the cache, or tap Select All.
3. Tap Delete.
4. Tap Yes.
The selected pages are removed from the cache.
Note
Although the cache now shows 0K used, the contents of the cache are not cleared entirely until you
connect your device to the server by cradle synchronizing or by modem synchronizing.
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CHAPTER 8
Configuring a server connection on Windows
Mobile Pocket PC
Contents
Opening M-Business Client on your mobile device ................................................... 126
Setting server information .......................................................................................... 127
Adding a proxy server connection manually .............................................................. 130
Enabling a secure connection to a server ................................................................. 132
Disabling and removing server connections .............................................................. 133
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Configuring a server connection on Windows Mobile Pocket PC
Opening M-Business Client on your mobile device
Opening M-Business Client
To access M-Business Client on your Windows Mobile Pocket PC device, tap Start»Programs, then tap the
M-Business Client icon.
Opening M-Business Connect
You can open M-Business Connect from within M-Business Client on your Windows Mobile Pocket PC
device. Choose Tools»Server Options.
You also can open M-Business Connect from the Start menu. Choose Start»Settings»Connections»M-Business
Connect.
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Setting server information
Setting server information
Configuring a new server connection
♦ To configure a new server connection
1. Tap Start»Programs, then tap the M-Business Client icon.
M-Business Connect opens.
2. Choose Tools»Server Options, then tap Add.
The Server Properties dialog appears.
3. Complete the Hostname, Port, and Username fields.
4. Tap the Set password button, enter your password, then tap OK.
5. If you want to connect to this server securely you cannot set that up yet.
The Use Secure Connection checkbox is unavailable until you synchronize once with the server so that
it can confirm that it supports secure connections. Finish configuring other features for this server
connection now, then after you synchronize with the server, see “Editing a server
6. If your device has a secure digital (SD) card, select the Use Card checkbox if you want content from
this server to be stored on the card instead of in your device's main memory.
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Note
If you installed M-Business Client on your SD card, the Use Card checkbox will be unavailable. All
content from all servers will automatically be stored on the SD card. For more information, see
7. Tap OK.
The next time you synchronize, you will be able to view content from the new server.
Editing a server connection
♦ To edit a server connection
1. Start M-Business Client.
2. Choose Tools»Server Options.
The M-Business Connect screen appears.
3. In the Server settings field, tap the name of your server, then tap Properties.
The Server Properties dialog appears.
4. Modify the Hostname, Port, and/or Username fields.
5. To edit your password, tap the Set password button, enter your password, the tap OK.
6. Select the Use Secure Connection checkbox if you want to connect securely to this server, and the server
supports secure connections.
If the server supports secure connections, the Use Card checkbox will be available after your first
synchronization.
7. If your device has a secure digital (SD) card, select the Use Card checkbox if you want content from
this server to be stored on the card instead of in your device's main memory.
Note
If you installed M-Business Client on your SD card, the Use Card checkbox will be unavailable. All
content from all servers will automatically be stored on the SD card. For more information, see
8. Tap OK.
The next time you cradle synchronize, your new settings will appear in M-Business Connect on your
desktop.
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Setting server information
Refreshing all content from a server
♦ To refresh all content from a server
1. Start M-Business Client.
2. Choose Tools»Server Options.
The M-Business Connect screen appears.
3. In the Server settings field, tap the name of your server, then tap Properties.
The Server Properties dialog appears.
4. Check the Refresh all content at next sync checkbox.
5. Tap OK.
Updating your password
After changing your password on M-Business Server, you must update M-Business Connect with the new
Note
If M-Business Server is integrated with a Windows domain, your password must be the same as your
Windows domain password.
♦ To update your password
1. On your device, choose Start»Settings, tap the Connections tab, then tap M-Business Connect.
The M-Business Connect screen appears.
2. Tap the Servers tab, then select a server from the Server settings list.
3. Tap Properties.
4. Tap Set password.
5. Enter your new password, the tap OK.
6. Tap OK.
Your new password will be active the next time you synchronize.
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Adding a proxy server connection manually
Add a proxy server connection manually either when Autodetect is unsuccessful or when some of the servers
that you access with M-Business Connect should use proxy settings, while others should not. See
“Configuring proxy server settings” on page 49. If you do not know what settings to enter, contact your
system administrator.
Adding HTTP proxy settings
♦ To add HTTP proxy settings
1. In M-Business Client, choose Tools»Server Options.
The M-Business Connect dialog appears.
2. Tap the Connection tab.
3. Tap Change.
The Proxy Settings dialog appears.
4. Enter your information in the HTTP Address and Port fields.
5. To enable user name and password protection, select the Use HTTP authentication checkbox.
6. In the Username box, enter your user name.
7. Tap the Password button, enter your password, then tap OK.
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Adding a proxy server connection manually
8. Enter exceptions to the HTTP settings in the text field under Do not use proxies for these servers. Separate
multiple addresses with semicolons.
Note
Exceptions are the host names of servers that M-Business Connect should access without going through
the proxy server.
9. In the Proxy Settings dialog, tap OK.
Adding secure proxy settings
♦ To add secure proxy settings
1. In M-Business Client, choose Tool»Server Options.
The M-Business Connect dialog appears.
2. Tap the Connection tab.
3. Tap Change.
The Proxy Settings dialog appears.
4. Enter your information in the Secure Address and Port fields.
5. Enter exceptions to the settings in the Exceptions List field. Separate multiple addresses with semicolons.
Note
Exceptions are the host names of servers that M-Business Connect should access without going through
the proxy server.
6. Tap OK.
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Configuring a server connection on Windows Mobile Pocket PC
Enabling a secure connection to a server
♦ To enable a secure connection to a server
1. In M-Business Client, choose Tools»Server Options.
The M-Business Connect dialog appears.
2. In the Server settings field, select the name of your server, then tap Properties.
The Server Properties dialog appears.
3. Select the Use Secure Connection checkbox.
Note
This checkbox is enabled only after the server in the Hostname field confirms that it can provide a secure
connection to the device. The server confirms this during the first synchronization, or when you test
the connection in the M-Business Connect dialog on your desktop. See “Configuring a new server
4. Tap OK.
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Disabling and removing server connections
Disabling and removing server connections
To understand why you would disable or remove a server connection, see “Disabling and removing server
Disabling and re-enabling a server connection
♦ To disable and re-enable a server connection
1. In M-Business Client, choose Tools»Server Options.
The M-Business Connect dialog appears.
2. From the list, select the server that you want to disable.
3. Tap Properties.
The Server Properties dialog appears.
4. Clear the Connect to this server checkbox.
To re-enable the server connection, select the Connect to this server checkbox.
5. Tap OK.
Disabling the M-Business Connect conduit
♦ To disable the M-Business Connect conduit
1. On your desktop computer, choose Start»Programs»Microsoft ActiveSync.
2. Choose Tools»Options.
The Options dialog appears.
3. Click the Sync Options tab.
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Configuring a server connection on Windows Mobile Pocket PC
4. Clear the M-Business Connect checkbox.
5. Click OK.
Removing a server connection
♦ To remove a server connection
1. In M-Business Client, choose Tools»Server Options.
The M-Business Connect dialog appears.
2. From the list, clear the checkbox for the server that you want to remove.
Note
Any server with a cleared checkbox will be removed. Any server with a selected checkbox will remain.
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Disabling and removing server connections
3. Tap Remove.
A dialog will ask you to confirm.
4. Tap OK.
The next time you cradle synchronize, M-Business Connect will remove the server configuration from
your desktop.
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CHAPTER 9
Using M-Business Client on Windows Mobile
Pocket PC
Contents
Understanding the basics .......................................................................................... 138
Searching to find content in M-Business Client ......................................................... 145
Working with text ....................................................................................................... 147
Using HTML forms ..................................................................................................... 149
Email integration: Launching email from a web page ................................................ 154
Synchronizing remotely ............................................................................................. 156
Browsing online ......................................................................................................... 158
Managing online cache .............................................................................................. 161
Using on-device help ................................................................................................. 163
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Using M-Business Client on Windows Mobile Pocket PC
Understanding the basics
This section describes what you need to know to get started using M-Business Client.
Windows Mobile Pocket PC devices with hardware keyboard
Some Windows Mobile Pocket PC devices have a hardware keyboard that you can use to enter text, instead
of using a stylus with the software input panel (SIP). On the devices listed below, M-Business Client installs
with the software keyboard disabled; only the hardware keyboard can be used to enter text.
♦
♦
♦
Audiovox PPC6600 and related models
i-Mate PDA2k
HP iPAQ models with keyboards
If you wish to use the software keyboard and stylus instead, you can switch to that input mode — see the
documentation that came with your device for instructions on switching input modes.
Viewing channels
M-Business Client provides a browser that you can use to view channels.
M-Business Client Home Page
If you have added channels to your account on M-Business Server and performed a synchronization, the M-
Business Client Home Page on your device will look something like this:
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Note
If you do not see any channels, or if you do not see the channels that you expect, see
Collapsing and expanding channel lists
You can collapse or expand your channel lists by tapping the plus (to expand a list) or minus (to collapse a
list) next to a channel category.
Temporarily clearing a channel's contents
♦ To temporarily clear a channel's contents
1. Start M-Business Client.
2. Choose View»Channel Manager.
3. Select the checkboxes beside the channels that you want to clear from the device, or tap Select All.
Note
Any channel with a selected checkbox will be temporarily cleared. Any channel with a cleared checkbox
will remain.
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4. Tap Clear.
The selected channel’s contents are removed from the device. You are still subscribed to these channels.
The channel contents will be restored the next time you synchronize your data.
Navigating in M-Business Client
As navigation tools, M-Business Client on a Windows Mobile Pocket PC device provides (from left to right
in the image below) Back, Forward, Reload Page, and Home buttons, plus a Servers drop-down list. In addition,
you can use the View and Tools menus. URLs are underlined.
♦
♦
♦
Back goes back to the page that was displayed before the current page in the browse sequence.
Forward goes forward to the page that was displayed after the current page in the browse sequence.
Reload Page gets a fresh copy of the current page from the web server. This is only available when the
device is in online mode.
♦
♦
Home displays the M-Business Client home page for the currently selected server.
Servers drop-down list switches between content synchronized from accounts on different servers, or
between different accounts on the same server.
To navigate within an HTML page, you have the option of using scroll bars, drag-scrolling with a stylus, or
tabbing with a directional pad.
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Drag-scrolling
Drag-scrolling gives you finer control over navigation within an HTML page. When drag-scrolling is
enabled, you simply can tap and drag in an HTML page to scroll up or down, rather than using the scroll
bars. When drag-scrolling is disabled, selection of text is disabled. For instructions on how to enable or
Tabbing with a directional pad
You also can navigate through HTML pages by tabbing with the directional pad. When you enable D-pad
right/left act like tab/backtab, your device directional pad left and right actions function as forward and back
tabs while M-Business Client is the active application. For instructions on how to enable or disable this
Setting preferences
Setting the full screen option
M-Business Client has a full screen option that allows you to hide the menu bar/navigation button area
whenever you want to make the maximum screen space available for viewing content.
♦ To set the full screen option
1. Tap and hold anywhere within the content area of the M-Business Client screen to display the context
menu.
2. From the context menu, select Full screen.
If Full screen had a check beside it when you opened the context menu, the full screen option was on
and selecting it now turns it off.
If Full screen did not have a check beside it when you opened the context menu, the full screen option
was off and selecting it now turns it on.
Using the Option Manager
The following table describes the features in the Option Manager on your device.
Table 1. Option Manager preferences for Windows Mobile Pocket PC
Field
Enables/disables or sets
Additional details
BROWSER
TAB
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Field
Enables/disables or sets
Additional details
D-pad navi-
Using device directional pad to nav- Selected, device directional pad arrows move the
gates on page
igate pages in M-Business Client
focus on the current page; up, down, left, and
right arrows scroll the current page up, down,
left, and right if there is no object to which focus
can move within the current page. Cleared, de-
vice directional pad up and down arrows scroll
up and down a page, and left and right arrows
scroll left and right a page.
Dragging pen
What happens when you drag the sty- With scrolls selected, dragging scrolls the con-
lus.
tent window; with selects, dragging selects text
in the content window. See “Working with
Minimum font The minimum font size in which text Select None (the default) to leave font size under
size
is displayed.
page control. Select Small, to allow the smallest
text to be displayed in the smallest size. Select
Medium to force the smallest text to be displayed
in the medium size. Select Large to force all text
to be displayed in the largest size.
Maximum
font size
The maximum font size in which text Select None (the default) to leave font size under
is displayed.
page control. Select Large, to allow the largest
text to be displayed in the largest size. Select
Medium to force the largest text to be displayed
in the medium size. Select Small to force all text
to be displayed in the smallest size.
CONTENT
TAB
Show Tables
Show Images
Viewing tables
Showing tables may not be necessary for text-
heavy synchronizing.
Viewing images.
Showing images may not be necessary for text-
heavy synchronizing.
Enable Java-
Script
The device to run JavaScript on pages For more information on using JavaScript, see
that have not been marked with the
HTML <HandheldFriendly> tag.
your System Administrator.
Show Java-
The device to display an error mes-
This is primarily a debugging tool used by chan-
Script Errors
sage when a JavaScript error occurs nel developers.
ONLINE TAB
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Understanding the basics
Field
Enables/disables or sets
Additional details
Max. cache
size
the memory cache on your device.
Go Online Au- The device to automatically go online If not enabled, you will see a notifier that the
tomatically
when an offline user tries to open or page you linked to is not available on your de-
link to a page which is not on the de- vice.
vice
♦ To set preferences
1. Start M-Business Client.
2. Choose Tools»Options.
The Option Manager dialog opens.
3. Select and deselect the checkboxes beside your preferences.
Tap the tab at the bottom of the preferences to bring another set of preferences forward.
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4. Tap OK.
Selecting the server that delivers content
♦ To switch servers on your mobile device when M-Business Client is configured for
multiple servers
1. Start M-Business Client.
2. Tap the Servers drop-down list.
3. Tap the name of the server you want to select.
M-Business Client displays the home page for the server.
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Searching to find content in M-Business Client
Searching to find content in M-Business Client
You can search M-Business Client channel pages from within M-Business Client only. If you select Find
from the Start menu, your search will not include M-Business Client content.
From within M-Business Client you can choose to search either the current channel page only, or all channel
pages stored on your mobile device.
Searching the current page only
♦ To search the current page only
1. Start M-Business Client.
2. Choose Tools»Find.
The M-Business Find dialog is displayed.
3. Select in page.
4. Enter the words to search for in the text field, then tap OK.
The first instance of your searched text is highlighted in the current page.
5. Choose Tools»Find Next to find the next instance of the searched text.
Searching all pages
♦ To search all M-Business Client Channel pages
1. Start M-Business Client.
2. Choose Tools»Find.
3. Select in all pages.
4. Enter the words to search for in the text field, then tap OK.
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A search results page appears, showing found instances by page and search progress.
5. Choose Find More to continue searching.
When all pages have been searched, an << end of search >> message is displayed on the last search page.
6. Tap a highlighted instance to go to the page and the line where the instance occurs.
7. Tap the Back button to return to the results page.
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Working with text
Working with text
M-Business Client provides cut, copy, and paste functions for working with text in channels, web pages,
and forms, and for moving text between M-Business Client and other device applications.
Using the copy and paste feature
You can copy selected text from online documents or web pages to the device clipboard, then paste that
selected text onto another form or into another application (such as Pocket Word) on your device.
Note
You cannot use copy and paste functions in M-Business Client dialogs.
♦ To use the copy and paste feature
1. On your device, open a channel or web page.
2. To copy specific text within the page, drag your stylus to select the text you want to copy.
Note
In order to select portions of text within a channel or web page using your stylus, Dragging pen must
be set to selects in your preferences. For information on how to enable text selection, see “Setting
3. To copy an entire page, choose Tools»Select All.
4. Choose Tools»Copy.
The selected text is copied to the device clipboard; now it can be pasted into other pages or device
applications.
5. Open the application or page that you want to paste the copied text into, tap where you want to paste,
then choose Tools»Paste.
Using the cut and paste feature
You can cut selected text from form fields in online documents or web pages to the device clipboard, then
paste that selected text onto another form or into another application (such as CE Word) on your device.
Note
You cannot use cut and paste functions in M-Business Client dialogs or HTML content.
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♦ To use the cut and paste feature
1. On your device, open a channel or web page.
2. In a form field, drag your stylus to select the text you want to cut.
Note
In order to select portions of text within a channel or web page, Dragging pen must be set to selects in
your preferences. For information on how to enable text-selection, see “Setting
3. Choose Tools»Cut.
The selected text is cut and copied to the device clipboard; now it can be pasted into other pages or
device applications.
4. Open the application or page into which you want to paste the copied text, tap where you want to paste,
then choose Tools»Paste.
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Using HTML forms
Using HTML forms
Submitting HTML forms while offline
When submitting a form, keep in mind the options in the Tools menu for working with text. These functions
♦ To submit HTML forms in M-Business Client while offline
1. Fill out the form.
2. Tap the Submit button. (This button might be labeled something else, like OK or Update.)
M-Business Client displays a message saying the form will be submitted on the next synchronization.
3. Tap OK.
The form has been added to the Forms Manager queue.
Note
You can use the Forms Manager to view the status of the submitted form. For instructions, see “Using
4. Synchronize your mobile device to send the form to the website.
See the documentation that came with your mobile device for instructions.
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Displaying the response
M-Business Server may respond to a form submission in one of two ways:
♦
The server may alter the channel pages that you initially downloaded.
For example, suppose you subscribe to a financial channel and, every time you synchronize, your channel
updates a page that shows the current prices of a list of stocks you had selected earlier. You might submit
a form to change the list of stocks you want to watch. In this case, the server responds by changing the
page that displays the current prices to reflect your new list. To look at the server’s response, select the
channel.
♦
The server may send down a separate response page.
Suppose you submit a form to the same channel, but this time you want to buy shares of a stock. There
are no channel pages to alter. Instead, the server downloads a new response page to the Forms Manager
confirming your order.
Using the Forms Manager
Accessing the Forms Manager
♦ To access the Forms Manager
1. Start M-Business Client.
2. Choose View»Forms Manager.
M-Business Client displays a list of forms that you have submitted or are going to submit during the
next synchronization. If a form was submitted successfully, the word success appears to the right of the
form’s name. Tap success to view the response page sent by the channel.
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Using HTML forms
Editing forms in the Forms Manager queue
♦ To edit a form
1. Start M-Business Client.
2. Choose View»Forms Manager.
The Forms Manager appears.
3. In the third column, tap the linked title of the form.
The form appears.
4. Edit the form.
5. Tap the Submit button. (This button might be labeled something else, like OK or Update.)
M-Business Client displays a message indicating the forms will be submitted on the next
synchronization.
6. Tap OK.
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Deleting forms in the Forms Manager queue
♦ To delete a form
1. Start M-Business Client.
2. Choose View»Forms Manager.
The Forms Manager appears.
3. Select the checkbox to the left of the form(s) that you want to delete.
4. Tap Delete.
5. Tap OK.
Tip
Tap Delete All to delete all forms in the queue.
Submitting HTML forms while online
If you tap the Submit button when you are online (connected to the Internet through a wired or wireless
modem or Ethernet card), M-Business Client will use the modem settings you have provided to connect to
M-Business Server, then immediately send the forms request to the website. This way, you get an immediate
response.
♦ To submit HTML forms in M-Business Client while online
1. Fill out the form.
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Using HTML forms
2. Tap the Submit button. (This button might be labeled something else, like OK or Update.)
The form is sent to the website, the website responds, and the response is downloaded to your mobile
device.
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Email integration: Launching email from a web page
You can launch your Pocket Outlook or Inbox email application from a web page. To do this, tap an email
link in a web page on your device.
Your Inbox application launches, and a new message appears. The To: field is automatically populated with
email address from the link you clicked. Depending on how the email link was configured, the Subject: field
also may populate.
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Phoneto integration: Launching a dialer application from a web page
Phoneto integration: Launching a dialer application from
a web page
Use the phonetolink to launch a configured dialer application, with the telephone number automatically
filled in, from a device web page. An example of the HTML markup for a phonetolink is as follows.
<a href=phoneto:18005551212>Toll-free directory assistance</a>
On your device screen, a phonetolink looks just like any other link, but the link text should make it clear
that this link makes a phone call.
♦ To launch a dialer application from a web page
1. Tap the telephone number link on the device.
2. The dialing will initiate automatically.
Note
You will get an error message if the device does not contain an integrated telephone. The error message will
display the telephone number that was selected, so the user could then manually dial this telephone number
on another device.
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Synchronizing remotely
Note
M-Business Client has a recoverable synchronization feature. If your remote (wireless) synchronization is
interrupted, because you lose your wireless connection, for example, M-Business Client automatically makes
several attempts to complete the synchronization, picking up where it left off. This process is automatic; no
error message is displayed and you do not need to do take any action.
If you do see an error message indicating that your synchronization failed to complete, it means that M-
Business Client was unable to recover your synchronization and you have to initiate a new synchronization,
which must start over from the beginning.
Using a modem to synchronize
Before you can use M-Business Client with a modem (or other wireless connection), you need to make sure
that the modem or other device is configured properly and that you have network access to your Internet
Service Provider (ISP). Refer to your modem manufacturer’s documentation to configure your modem and
network access.
To access M-Business Server, M-Business Client uses the settings in M-Business Connect. If you can connect
to your ISP but you are unable to access M-Business Server, check the M-Business Connect settings. See
Note
To synchronize with a cradle from your desktop, use the Microsoft ActiveSync software installed on your
desktop.
Modem synchronizing in M-Business Client
♦ To use a modem to synchronize
1. Start M-Business Client.
2. Choose Tools»Sync.
M-Business Client automatically accesses the modem and connects to M-Business Server.
Modem synchronizing in M-Business Connect
An alternate method of synchronizing involves using M-Business Connect.
♦ To use M-Business Connect to synchronize
1. Choose Start»Settings, tap the Connections tab, then tap M-Business Connect.
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Synchronizing remotely
2. Tap the Servers tab.
3. Tap Sync All.
M-Business Connect accesses the modem and connects to M-Business Server.
Using an Ethernet card to synchronize
Before you can use M-Business Client with an Ethernet card (or other network connection), you need to
make sure that the Ethernet card is configured properly to allow you network access. Refer to your
manufacturer’s documentation for information on configuring your Ethernet card and network access.
To access M-Business Server, M-Business Client uses the settings in M-Business Connect. If you can connect
to your ISP but you are unable to access M-Business Server, check the M-Business Connect settings. See
The exact steps for synchronizing to M-Business Server using an Ethernet card may vary depending on the
type of Ethernet card you use.
♦ To synchronize with M-Business Server
1. Install M-Business Client software on your desktop computer, then synchronize to install the software
on your mobile device.
2. Follow the installation manual for configuring the Ethernet card on your device.
Note
Most cards automatically will assign you an IP address.
3. Open M-Business Client, then choose Tools»Server Options»Sync All or Tools»Sync.
4. Once the card is properly installed, clicking on any link leading to a page not on the device will cause
M-Business Client automatically to retrieve and deliver that page to you.
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Browsing online
Windows Mobile Pocket PC devices have an Open Page feature that includes History and Bookmark select
lists to enable online browsing to a specific URL.
The progress bar fills from left to right as data is received by your mobile device. It also displays a count of
bytes received. If a Secure Connection icon appears beside the progress bar, the data transfer is secure.
Browsing content
Browsing the Internet or your corporate intranet
♦ To browse the Internet or your corporate intranet
1. Choose Start»Settings, then tap the Connections tab.
2. Tap the Connections icon.
The Connections Settings page opens.
3. Select a connection option from the list.
4. If necessary, set up the connection to use your modem, wireless card, or other device. Tap the Modify
button to configure the connection.
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Browsing online
Browsing to a specific URL
♦ To browse to a specific URL
1. In M-Business Client, choose View»Open Page.
2. In the text field, enter the URL of the page that you want to open, or select a URL from the History or
Bookmark drop-down list.
3. Tap Go.
The requested page appears.
Reloading a page
Invoke the Reload Page command by tapping the following icon. When you are connected to the Internet,
you can use the Reload Page command to update the contents of a page. When you are offline, you can use
the command to clear form data.
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Setting bit depth for online images
M-Business Client downloads online images at a default bit depth of four grays. Depending on which mobile
device you use, the image quality you want, and the speed of your online connection, you may choose to
download images at another bit depth, or not to download images at all.
♦ To change the bit depth on your device
1. Choose Tools»Options.
2. Tap the Online tab to bring it forward.
3. Tap the drop-down list for Online Images to see a list of bit depths.
The bit depth options listed will depend on your mobile device.
4. Select the bit depth you desire.
5. Tap OK.
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Managing online cache
Managing online cache
Defining maximum memory for caching
♦ To define the amount of memory used for caching on your device
1. Choose Tools»Options.
2. Select the Online tab.
3. Specify the Max. cache size on your mobile device.
Note
The default cache size is 256K.
4. Tap OK.
Deleting a page from the online cache
If you are browsing online, M-Business Client caches the pages it already has displayed. See “Managing
online cache” on page 78. You can remove individual pages from the cache to free up space.
♦ To delete a page from the online cache on your device
1. In M-Business Client, choose View»Online Cache Manager.
M-Business Client displays a list containing the pages in the cache.
2. Select the checkboxes beside the pages you want to delete from the cache, or tap Select All.
3. Tap Delete.
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4. Tap OK.
The selected pages are removed from the cache.
Note
Although the cache shows 0K used, the contents of the cache are not entirely cleared until you connect
your device to the server, either by cradle synchronizing with your desktop or by modem synchronizing.
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Using on-device help
Using on-device help
You can access on-device help in both M-Business Client and M-Business Connect.
Accessing on-device help in M-Business Client
♦ To access on-device help in M-Business Client
1. Start M-Business Client.
2. Choose Start»Help.
The Help page appears.
3. Tap a linked topic to view its contents.
4. To close the Help page, tap OK.
Accessing on-device help in M-Business Connect
♦ To access on-device help in M-Business Connect
1. Start M-Business Client.
2. Choose Tools»Server Options.
The M-Business Connect application appears.
3. Choose Start»Help.
The Help page appears.
4. Tap a linked topic to view its contents.
5. To close the Help page, tap OK.
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CHAPTER 10
Configuring a server connection on Windows
XP
Contents
Setting server information .......................................................................................... 169
Adding a proxy server connection manually .............................................................. 172
Enabling a secure connection to a server ................................................................. 174
Disabling and removing server connections .............................................................. 175
Note
This chapter also applies to Windows Vista devices.
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Configuring a server connection on Windows XP
Opening M-Business Client on your Windows XP device
To open M-Business Client on your Windows XP device, choose Start»All Programs»M-Business Client»M-
Business Client.
To open M-Business Connect on your Windows XP device, choose Start»All Programs»M-Business
Client»M-Business Connect.
You also can open M-Business Connect from within M-Business Client by choosing Tools»Server
Options.
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Setting server information
Setting server information
Configuring a new server connection
♦ To configure a new server connection
1. Choose Start»All Programs»M-Business Client»M-Business Connect.
The M-Business Connect screen appears.
2. Select the Servers tab, then click or tap Add.
The Edit Server Profile dialog appears.
3. Enter your information in the Hostname, Port, and Username fields.
4. Click or tap the Set password button, enter your password, then click or tap OK.
5. Click or tap OK to close the Server Profile dialog.
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Configuring a server connection on Windows XP
The next time you synchronize, you will be able to view content from the new server.
Editing a server connection
♦ To edit a server connection
1. Choose Start»All Programs»M-Business Client»M-Business Connect.
The M-Business Connect screen appears.
Note
You also can get to this screen from within M-Business Client by choosing Tools»Server Options.
2. Click or tap the name of the server in the Server settings box.
3. Click or tap the Properties button.
The Edit Server Profile dialog appears. Modify the Server Address Hostname, Port, and/or Username
fields. To edit the account password, click or tap the Set Password button, enter a new password, and
click or tap OK.
4. Click or tap OK.
Refreshing all content from a server
♦ To refresh all content from a server
1. Choose Start»All Programs»M-Business Client»M-Business Connect.
The M-Business Connect screen appears.
Note
You also can get to this screen from within M-Business Client by choosing Tools»Server Options.
2. Click or tap the name of the server in the Server settings... box.
3. Click or tap the Properties button.
The Edit Server Profile dialog appears.
4. Check the Refresh all content at next sync checkbox.
5. Click or tap OK.
The next time you synchronize, all content will be refreshed.
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Setting server information
Updating your password
After changing your password on M-Business Server, you must update M-Business Connect with the new
Note
If M-Business Server is integrated with a Microsoft Windows NT domain, your password must be the same
as your Windows domain password.
♦ To update M-Business Connect with your new password
1. Choose Start»All Programs»M-Business Client»M-Business Connect.
The M-Business Connect screen appears.
Note
You also can get to this screen from within M-Business Client by choosing Tools»Server Options.
2. Click or tap the name of the server in the Server settings box.
3. Click or tap the Properties button.
The Edit Server Profile dialog appears.
4. Click or tap the Set password button, enter your password, then click or tap OK.
5. Click or tap OK to close the Edit Server Profile dialog.
Your new password will be active the next time you synchronize.
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Configuring a server connection on Windows XP
Adding a proxy server connection manually
You may need to add a proxy server connection manually, either when Autodetect is unsuccessful or when
some of the servers that you access with M-Business Connect should use proxy settings, while others should
♦ To configure a connection to your proxy server from your device
1. Choose Start»All Programs»M-Business Client»M-Business Connect.
The M-Business Connect screen appears.
Note
You also can get to this screen from within M-Business Client by choosing Tools»Server Options.
2. Click or tap the Connection tab.
3. On the connection tab, you can select Default (no proxies) or Microsoft Internet Explorer (to use the
same proxy settings as internet explorer).
4. To set or change Proxy settings manually, click or tap the Change button.
The Advanced Connection Settings dialog appears.
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Adding a proxy server connection manually
5. Enter the necessary information in the Advanced Connection Settings dialog.
Your system administrator has all the necessary information.
6. If your proxy server uses the HTTP protocol, enter information in the HTTP Address and Port fields.
7. To enter a user name and password for the server you entered in the Address field, select Use HTTP
authentication and enter a user name in the Username box. Click or tap the Password button, enter a
password, then click or tap OK.
8. If your proxy server uses a secure protocol, enter information in the Secure Address and Port fields.
9. Enter exceptions to the HTTP settings in the Exceptions field. Separate multiple addresses with
semicolons.
Note
Exceptions are the hostnames of servers that M-Business Connect should access without going through
the proxy server.
10. Click or tap OK to close the Advanced Connection Settings dialog.
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Configuring a server connection on Windows XP
Enabling a secure connection to a server
♦ To enable a secure connection to a server
1. Choose Start»All Programs»M-Business Client»M-Business Connect.
The M-Business Connect screen appears.
Note
You also can get to this screen from within M-Business Client by choosing Tools»Server Options.
2. Click or tap the name of the server in the Server settings box.
3. Click or tap the Properties button.
The Edit Server Profile dialog appears.
4. Select the Connect to this server using a secure protocol checkbox.
The Connect to this server using a secure protocol checkbox is normally grayed out, and can only be
checked after the server in the Server address field confirms that it can provide a secure connection to
the device. The server confirms this during the first synchronization, or when you test the connection
5. Click or tap OK.
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Disabling and removing server connections
Disabling and removing server connections
To understand why you would disable or remove a server connection, see “Disabling and removing server
Disabling and re-enabling a server connection
♦ To disable and re-enable a server connection
1. Choose Start»All Programs»M-Business Client»M-Business Connect.
The M-Business Connect screen appears.
Note
You also can get to this screen from within M-Business Client by choosing Tools»Server Options.
2. Click or tap the name of the server in the Server settings box.
3. Click or tap the Properties button.
4. The Edit Server Profile dialog appears.
5. Clear the Connect to this server during device synchronizations checkbox.
To re-enable the server connection, select the Connect to this server during device synchronizations
checkbox.
6. Click or tap OK.
Removing a server connection
♦ To remove a server connection
1. Choose Start»All Programs»M-Business Client»M-Business Connect.
The M-Business Connect screen appears.
Note
You also can get to this screen from within M-Business Client by choosing Tools»Server Options.
2. Click or tap the name of the server in the Server settings box.
3. Click or tap the Remove button.
The Confirm Server Removal dialog appears.
4. Click or tap OK.
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CHAPTER 11
Using M-Business Client on Windows XP
Contents
Understanding the basics ......................................................................................... 178
Searching to find content in M-Business Client ......................................................... 184
Working with text ....................................................................................................... 186
Using HTML forms ..................................................................................................... 188
Email integration: Launching email from a web page ................................................ 194
Synchronizing remotely ............................................................................................. 196
Browsing online ......................................................................................................... 198
Managing online cache .............................................................................................. 201
Note
This chapter also applies to Windows Vista devices.
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Using M-Business Client on Windows XP
Understanding the basics
This section describes what you need to know to get started using M-Business Client.
Viewing channels
M-Business Client provides a browser that you can use to view channels.
M-Business Client Home Page
If you have added channels to your account on M-Business Server and performed a synchronization, the M-
Business Client home page on your device will look something like this:
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Understanding the basics
Note
If you do not see any channels, or if you do not see the channels that you expect, see
Temporarily clearing a channel's contents
♦ To temporarily clear a channel’s contents
1. Start M-Business Client.
2. Choose File»Channel Manager.
The Channel Manager appears.
3. Select the checkboxes beside the channels that you want to clear, or click or tap Select All.
4. Click or tap Clear, then click or tap OK.
The selected channel’s contents are removed from the device. You still are subscribed to these channels.
The channel contents will be restored the next time you synchronize your device.
Navigating in M-Business Client
As navigation tools, M-Business Client on a Windows XP device provides (from left to right in the image
below) Back, Forward, Stop, Reload Page, and Home buttons, followed by a Servers drop-down list and a
Find button. URLs are underlined.
The Server Manager link allows you to switch between content synchronized from accounts on different
servers, or between different accounts on the same server.
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Using M-Business Client on Windows XP
♦
♦
♦
♦
Back goes back to the page that was displayed before the current page in the browse sequence.
Forward goes forward to the page that was displayed after the current page in the browse sequence.
Stop cancels the M-Business Client operation in progress.
Reload Page gets a fresh copy of the current page from the web server. This is only available when the
device is in online mode.
♦
♦
Home displays the M-Business Client home page for the currently selected server.
Servers drop-down list switches between content synchronized from accounts on different servers, or
between different accounts on the same server.
♦
Find searches for text you enter.
Setting preferences
You can set preferences to control whether tables and images are displayed in HTML pages, whether to run
JavaScript, what fonts are used, and how M-Business Client works.
Using the Option Manager
The following table describes the features of the Option Manager on a Windows XP device.
Table 1. Option Manager preferences for Windows XP OS
Field
Enables/disables or sets
Additional details
BROWSER
TAB
Dragging cur- What happens when you drag the sty- With scrolls selected, dragging scrolls the con-
sor
lus or left-click dragging with the
mouse pointer
tent window; with selects, dragging selects text
in the content window. See “Working with
Minimum
font size
The minimum font size in which text Select None (the default) to leave font size under
is displayed.
page control. Select Small, to allow the smallest
text to be displayed in the smallest size. Select
Medium to force the smallest text to be displayed
in the medium size. Select Large to force all text
to be displayed in the largest size.
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Field
Enables/disables or sets
Additional details
Maximum
font size
The maximum font size in which text Select None (the default) to leave font size under
is displayed.
page control. Select Large, to allow the largest
text to be displayed in the largest size. Select
Medium to force the largest text to be displayed
in the medium size. Select Small to force all text
to be displayed in the smallest size.
CONTENT
TAB
Show Tables
Showing tables for pages that are not If you choose not to display tables, you still get
specifically designed for M-Business the text from the tables, but the text will not ap-
Client.
pear in a table.
Show Images Synchronizing images.
If you choose not to display images, they are not
synchronized at all. Electing not to display im-
ages saves memory on your device.
Enable Java-
Script
The display on the device of pages
For more information on using JavaScript, con-
tact your system administrator.
containing JavaScript that have not
been marked with the HTML <Hand-
heldFriendly> tag (not written spe-
cifically for M-Business Client).
Note: This preference option only appears in the
Application Edition and Web Edition Pro ver-
sions of M-Business Client.
Show Java-
Script Errors
The display of an error message when Show JavaScript Errors is a useful debugging
JavaScript causes an error or does not tool for channel developers, but it does not pro-
function properly
vide useful information for most users.
ONLINE TAB
Max Cache
The maximum size in KB of pages
stored in the memory cache on your
device.
Online Im-
ages
Go Online
The device to automatically go online If not enabled, you will receive a notifier that the
when you try to open or link to a page page you linked to is not available on your de-
which is not on the device, while the vice.
Automatical-
ly
device is offline.
♦ To set preferences
1. Choose Tools»Options.
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The Option Manager is displayed, with the Browser tab active.
2. Click or tap the tabs to display different sets of options.
3. Select or clear the checkboxes beside your preferences.
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4. Click OK.
Selecting the server that delivers content
♦ To switch servers on your mobile device when M-Business Client is configured for
multiple servers
1. Start M-Business Client.
2. Click or tap the Server drop-down list. For help locating the Server drop-down list, see “Navigating in
3. Tap or click the server you want to switch to.
M-Business Client displays the home page for the server.
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Searching to find content in M-Business Client
From within M-Business Client you can choose to search either the current channel page only, or all M-
Business Client channel pages stored on your mobile device.
Searching the current page only
♦ To search the current page only
1. Open a channel page in M-Business Client.
The M-Business Find dialog is displayed.
2. Click or tap the Find icon, or choose Tools»Find.
3. Select in page.
4. Enter the words to search for in the Find field, then click or tap OK.
The browser window scrolls to the first instance of the word you searched for, and the word is
highlighted.
5. Choose Tools»Find Next to find the next instance of the searched text.
Searching all pages
♦ To search all M-Business Client channel pages
1. Start M-Business Client.
2. Click or tap the Find icon, or choose Tools»Find.
The M-Business Find dialog is displayed.
3. Select in all pages.
4. Enter the words to search for in the text field, then click or tap OK.
A search results page appears, showing found instances by page and search progress.
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Searching to find content in M-Business Client
5. Click or tap Find More to continue searching.
When all pages have been searched, an << end of search >> message is displayed on the last search page.
6. Click or tap a highlighted instance to go to the page and the line where the instance occurs.
7. Click or tap the Back button to return to the results page.
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Working with text
M-Business Client provides cut, copy, and paste functions for working with text in channels, web pages,
and forms, and for moving text between M-Business Client and other device applications.
Using the copy and paste feature
You can copy selected text from online documents or web pages to the Windows clipboard, then paste that
selected text onto another form or into another application (such as Notepad or Word) on your device.
Note
You cannot use copy and paste functions in M-Business Client dialogs.
♦ To use the copy and paste feature
1. On your device, open a channel or web page.
2. Drag your stylus, or left-click-drag your mouse pointer, to select the text you want to copy; or select
the entire page by choosing Edit»Select All.
Note
In order to select portions of text within a channel or web page using your stylus or mouse, Dragging
cursor must be set to selects in your preferences. For information on how to enable text selection, see
3. Choose Edit»Copy.
The selected text is copied to the device clipboard; now it can be pasted into other pages or device
applications.
4. Open the application or page that you want to paste the copied text into, click or tap where you want
to paste, and choose Edit»Paste.
Using the cut and paste feature
You can cut selected text from form fields in online documents or web pages to the device clipboard, then
paste that selected text onto another form or into another application (such as Notepad or Word) on your
device.
Note
You cannot use cut and paste functions in M-Business Client dialogs or HTML content.
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Working with text
♦ To use the cut and paste feature
1. On your device, open a channel or web page.
2. In a form field, drag your stylus, or left-click-drag your mouse pointer, to select the text you want to
cut.
Note
In order to select portions of text within a channel or web page, Dragging cursor must be set to selects
in your preferences. For information on how to enable text-selection, see “Setting
3. Choose Edit»Cut.
The selected text is cut and copied to the device clipboard; now it can be pasted into other pages or
device applications.
4. Open the application or page into which you want to paste the copied text, click or tap where you want
to paste, and choose Edit»Paste.
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Using HTML forms
This section describes what you need to know to get started filling out and submitting HTML forms while
using M-Business Client.
Submitting HTML forms while offline
Note
When filling out a form, you may find the copy and paste feature especially useful. See “Working with
♦ To submit HTML forms in M-Business Client while offline
1. Fill out the form.
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Using HTML forms
2. Click or tap the Submit button.
This button might be labeled something else, like OK or Update.
M-Business Client displays a message saying the form will be submitted on the next synchronization.
3. Click or tap OK.
The form has been added to the Forms Manager queue.
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Note
You can use the Forms Manager to view the status of the submitted form. See “Using the Forms
4. Synchronize your mobile device to send the form to the website.
Displaying the response
M-Business Server may respond to a form submission in one of two ways:
♦
The server may alter the channel pages that you initially downloaded.
For example, suppose you subscribe to a financial channel and every time you synchronize, your channel
updates a page that shows the current prices of a list of stocks you had selected earlier. You might submit
a form to change the list of stocks you want to watch. In this case, the server responds by changing the
page that displays the current prices to reflect your new list.
To look at the server’s response, select the channel.
The server may send down a separate response page.
♦
Suppose you submit a form to the same channel, but this time you want to buy shares of a stock. There
are no channel pages to alter. Instead, the server downloads a new response page to the Forms Manager
that confirms your order.
Using the Forms Manager
Accessing the Forms Manager
♦ To access the Forms Manager
1. Start M-Business Client.
2. Choose File»Forms Manager.
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Using HTML forms
M-Business Client displays a list of forms that you have submitted or are going to submit during the
next synchronization.
If a form was submitted successfully, the word success appears to the right of the form’s name.
You can click or tap success to view the response page.
Editing forms in the Forms Manager queue
♦ To edit a form
1. Start M-Business Client.
2. On the M-Business Client home page, click or tap the Forms Manager link.
The Forms Manager appears.
Tip
You also can access the Forms Manager by choosing File»Forms Manager.
3. Click or tap the linked title of the form.
The form appears.
4. Edit the form.
5. Click or tap the Submit button.
This button might be labeled something else, like OK or Update.
M-Business Client displays a message indicating the form will be submitted on the next
synchronization.
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6. Click or tap OK.
Deleting forms in the Forms Manager queue
♦ To delete a form:
1. Start M-Business Client.
2. On the M-Business Client home page, click or tap the Forms Manager link.
The Forms Manager appears.
Note
You also can access the Forms Manager by choosing File»Forms Manager.
3. Check the checkbox to the left of the form(s) that you want to delete.
4. Click or tap Delete.
5. Click or tap OK.
Tip
To delete all forms in the queue, click or tap Delete All.
Submitting HTML forms while online
When submitting a form, keep in mind the options on the Edit menu. These menus are especially useful for
filling out forms. The Cut, Copy, and Paste options apply to channel pages and the contents of forms. You
cannot apply these options to M-Business Client dialogs, but you can apply these options between channel
pages.
♦ To submit HTML forms in M-Business Client while online
1. Fill out the form.
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2. Click or tap the Submit button.
This button might be labeled something else, like OK or Update.
The form is sent to the website, the website responds, and the response is downloaded to your mobile
device.
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Email integration: Launching email from a web page
You can launch your email application from a web page on your device. When you tap an email link in a
web page on your device, your default e-mail application is opened. A new email is automatically addressed.
♦ To launch email from a web page
1. In a web page on your device, click or tap an email link.
Your email application launches.
2. Type the new email message, and send it as you normally do.
When you are finished, you can return to M-Business Client.
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Phoneto integration: Launching a dialer application from a web page
Phoneto integration: Launching a dialer application from
a web page
Use the phonetolink to launch a configured dialer application, with the telephone number automatically
filled in, from a device web page. An example of the HTML markup for a phonetolink is as follows.
<a href=phoneto:18005551212>Toll-free directory assistance</a>
On your device screen, a phonetolink looks just like any other link, but the link text should make it clear
that this link makes a phone call.
♦ To launch a dialer application from a web page
1. Tap the telephone number link on the device.
2. The dialing will initiate automatically.
Note
You will get an error message if the device does not contain an integrated telephone. The error message will
display the telephone number that was selected, so the user could then manually dial this telephone number
on another device.
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Synchronizing remotely
Note
M-Business Client has a recoverable synchronization feature. If your remote (wireless) synchronization is
interrupted, because you lose your wireless connection, for example, M-Business Client automatically makes
several attempts to complete the synchronization, picking up where it left off. This process is automatic; no
error message is displayed and you do not need to do take any action.
If you do see an error message indicating that your synchronization failed to complete, it means that M-
Business Client was unable to recover your synchronization and you have to initiate a new synchronization,
which must start over from the beginning.
Using a modem or other networking device to synchronize
On your device, you can synchronize with M-Business Server either from within M-Business Client or from
within M-Business Connect.
The exact steps involved in configuring a modem (or other networking device) to work with M-Business
Connect depend on your device and the modem you use.
Synchronizing from within M-Business Client
♦ To synchronize from within M-Business Client
1. Attach the modem or other networking device.
2. Dial up or connect to your internet service provider (ISP), or a direct access number, in the usual manner.
See your device or ISP documentation, or your system administrator, for help with connecting to the
internet or a direct access number.
3. In M-Business Client, choose File»Work Online.
You can skip this step if you were already online when you started M-Business Client.
4. Choose File»Sync.
M-Business Client automatically accesses the modem or network connection and synchronizes with
M-Business Server.
Synchronizing from within M-Business Connect
♦ To synchronize from within M-Business Connect
1. Attach the modem or other networking device.
2. Dial up or connect to your internet service provider (ISP), or a direct access number, in the usual manner.
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Synchronizing remotely
See your device or ISP documentation, or your system administrator, for help with connecting to the
internet or a direct access number.
3. Choose Start»All Programs»M-Business Client»M-Business Connect, or, from within M-Business Client,
choose Tools»Server Options.
4. Select the server you want to synchronize in the Server settings for the currently selected device window.
5. Click or tap Sync All.
M-Business Client automatically accesses the modem network connection and synchronizes with M-
Business Server.
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Browsing online
Windows XP devices have an Open Page feature, including a History select list, to enable online browsing
to a specific URL. In addition, the Open Page feature provides a Shortcuts select list for inserting common
prefixes and suffixes to Internet addresses. Also included is a Bookmarks feature, allowing you to save your
favorite URLs to return to later.
The progress bar fills from left to right as data is received by your mobile device. It also displays a count of
bytes received. If a Secure Connection icon appears beside the progress bar, the data transfer is secure.
Browsing content
To browse the Internet or your corporate intranet using M-Business Client, click or tap File»Work Online.
♦ To go to a specific URL while browsing online on a Windows XP device
1. Choose File»Open Page.
2. Enter the URL in the Please enter the URL to open panel.
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Browsing online
3. Click or tap Go.
The requested page will appear.
4. To work in an offline mode (pages will only be loaded from M-Business Client cache), choose
File»Work Offline.
Your service connection is closed.
Note
To configure M-Business Client to switch to online mode when you try to open a page not already
downloaded to your device, use the Go Online Automatically feature. See “Setting
preferences” on page 180 for more information.
Reloading a page
When you are connected to the Internet in Work Online mode, you can use the Reload Page command to
update the contents of a page. When you are in Work Offline mode, you can use the command to clear form
data.
On your device, invoke the Reload Page command by choosing File»Reload Page; or by tapping or clicking
the following icon.
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Note
The icon only works when your device is in Work Online mode.
Setting bit depth for online images
♦ To set bit depth for online images
1. In M-Business Client, choose Tools»Options.
The Option Manager appears.
2. Click or tap the Online tab, and click or tap the field under Online Images for a pull-down list of bit
depths.
The bit depth options listed will depend on your mobile device.
3. Click or tap OK.
Note
If you select a high bit depth, images downloaded to your device will take up more memory. If you
select a low bit depth, images downloaded to your device will take up less memory. High bit depths
may also make your synchronizations take more time to complete.
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Managing online cache
Managing online cache
Defining maximum memory for caching
♦ To define the maximum amount of memory for caching on a Windows XP device
1. In M-Business Client, choose Tools»Options.
The Option Manager appears.
2. Click or tap the Online tab
3. Specify the Max. cache size in kilobytes.
Note
The maximum cache size is 32,000K; the default cache size is 256K.
4. Click or tap OK.
Deleting a page from the online cache
If you are browsing online, M-Business Client caches the pages it already has displayed. See “Managing
online cache” on page 78. You can remove individual pages from the cache to free up space.
♦ To delete a page from the online cache on a Windows XP device
1. Choose File»Online Cache Manager.
M-Business Client displays a list containing the titles of any pages in the cache.
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2. Check the checkboxes beside the pages you want to delete from the cache, or tap or click Select All.
3. Click or tap Delete.
4. Click or tap OK.
The page is removed from the cache.
Note
Although the cache shows No Online Pages in cache, the contents of the cache are not cleared
entirely until you synchronize.
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CHAPTER 12
Configuring a server connection on Windows
Mobile 5 or 6, or Microsoft Smartphone
Contents
Opening M-Business Client on your mobile device ................................................... 206
Setting server information .......................................................................................... 207
Adding a proxy server connection manually .............................................................. 212
Enabling a secure connection to a server ................................................................. 215
Disabling and removing server connections .............................................................. 216
Note
M-Business Client on Windows Mobile 5 or 6 and Microsoft Smartphone and Microsoft devices is similar
enough that essentially the same instructions work on either platform. Thus both platforms can be covered
together in this chapter.
Since Microsoft Smartphone devices do not have a stylus to "tap" the screen, only the generic terms "choose"
and "select" are used here.
In most cases, the screen shots provided are specifically from a Windows Mobile 5 or 6 device.
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Configuring a server connection on Windows Mobile 5 or 6, or Microsoft Smartphone
Opening M-Business Client on your mobile device
Opening M-Business Client
To access M-Business Client on your Windows Mobile 5 or 6, or Microsoft Smartphone device, choose
Start»M-Business Client.
Opening M-Business Connect
You can open M-Business Connect from within M-Business Client on your Windows Mobile 5 or 6, or
Microsoft Smartphone device. Choose Menu»Options»Server Options.
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Setting server information
Setting server information
Configuring a new server connection
♦ To configure a new server connection
1. From M-Business Client, choose Menu»Options»Server Options.
M-Business Connect opens.
2. Start adding your server connection:
♦
♦
Windows Mobile 5 or 6 — select Add.
Microsoft Smartphone — choose Menu»Add.
The Server Properties dialog is displayed.
3. Complete the Hostname and Port fields, and select Next.
The next part of the Server Properties dialog is displayed.
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Configuring a server connection on Windows Mobile 5 or 6, or Microsoft Smartphone
4. Complete the Username field, then select the Set password button, enter your password, then select
OK to close the Password dialog, then select Next.
The third part of the Server Properties dialog is displayed.
5. If you want to connect to this server securely you cannot set that up yet.
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Setting server information
The Connect Securely checkbox is unavailable until you synchronize once with the server so that it can
confirm that it supports secure connections. Finish configuring other features for this server connection
6. If your device has a secure digital (SD) card, select the Use Card checkbox if you want content from
this server to be stored on the card instead of in your device's main memory.
Note
If you installed M-Business Client on your SD card, the Use Card checkbox will be unavailable. All
content from all servers will automatically be stored on the SD card. For more information, see
7. Select Finish.
The next time you synchronize, you will be able to view content from the new server.
Editing a server connection
♦ To edit a server connection
1. Start M-Business Client.
2. Choose Menu»Options»Server Options.
The M-Business Connect screen appears.
3. Under Server Settings, select the name of your server, then:
♦
♦
Windows Mobile 5 or 6 — select Properties.
Microsoft Smartphone — choose Menu»Edit.
The Server Properties dialog appears.
4. Modify the Hostname and/or Port fields, then select Next.
5. Modify your Username and/or Password, then select Next.
6. Select the Connect Securely checkbox if you want to connect securely to this server, and the server
supports secure connections.
If the server supports secure connections, the Connect Securely checkbox will be available after your
first synchronization.
7. If your device has a secure digital (SD) card, select the Use Card checkbox if you want content from
this server to be stored on the card instead of in your device's main memory.
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Configuring a server connection on Windows Mobile 5 or 6, or Microsoft Smartphone
Note
If you installed M-Business Client on your SD card, the Use Card checkbox will be unavailable. All
content from all servers will automatically be stored on the SD card. For more information, see
8. Modify your Connection Options, then select Finish.
The next time you cradle synchronize, your new settings will appear in M-Business Connect on your
desktop.
Refreshing all content from a server
♦ To refresh all content from a server
1. Start M-Business Client.
2. Choose Menu»Options»Server Options.
The M-Business Connect screen appears.
3. Under Server Settings, select the name of your server, then:
♦
♦
Windows Mobile 5 or 6 — select Properties.
Microsoft Smartphone — choose Menu»Edit.
The Server Properties dialog appears.
4. Select Next to go to the second part of the Server Properties dialog, then select Next again to go to the
third part.
5. Select the Refresh all content at next sync checkbox.
6. Select Finish.
Updating your password
After changing your password on M-Business Server, you must update M-Business Connect with the new
Note
If M-Business Server is integrated with a Windows domain, your password must be the same as your
Windows domain password.
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Setting server information
♦ To update your password
1. Start M-Business Client.
2. Choose Menu»Options»Server Options.
The M-Business Connect screen appears.
3. Under Server Settings, select the name of your server, then:
♦
♦
Windows Mobile 5 or 6 — select Properties.
Microsoft Smartphone — choose Menu»Edit.
The Server Properties dialog appears.
4. Select Next to go to the second part of the Server Properties dialog.
5. Select Set Password.
6. Enter your new password, then select OK.
7. Select Next to go to the last part of the Server Properties dialog.
8. Select Finish.
Your new password will be active the next time you synchronize.
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Configuring a server connection on Windows Mobile 5 or 6, or Microsoft Smartphone
Adding a proxy server connection manually
Add a proxy server connection manually either when Autodetect is unsuccessful or when some of the servers
that you access with M-Business Connect should use proxy settings, while others should not. See
“Configuring proxy server settings” on page 49. If you do not know what settings to enter, contact your
system administrator.
Adding HTTP proxy settings
♦ To add HTTP proxy settings
1. In M-Business Client, choose Menu»Options»Server Options.
The M-Business Connect screen appears.
2. Display the Proxy Settings dialog.
♦
♦
Windows Mobile 5 or 6 — select the Connection tab.
Microsoft Smartphone — choose Menu»Connection.
3. Select Change.
The first part of the Proxy Settings dialog appears.
4. Enter your information in the HTTP Address and Port fields.
5. To enable user name and password protection, select the Use HTTP authentication checkbox.
6. Select Next.
The second part of the Proxy Settings dialog is displayed.
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Adding a proxy server connection manually
7. In the Username box, enter your user name.
8. Select Password, enter your password, then select OK.
9. Enter a Secure HTTP Address and Port number, then select Next.
The third part of the Proxy Settings dialog is displayed.
10. Enter exceptions to the HTTP settings in the Exclusion List.
Separate multiple addresses with semicolons.
Note
Exceptions are the host names of servers that M-Business Connect should access without going through
the proxy server.
11. Select Finish to close the Proxy Settings dialog.
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Configuring a server connection on Windows Mobile 5 or 6, or Microsoft Smartphone
Adding secure proxy settings
♦ To add secure proxy settings
1. In M-Business Client, choose Menu»Options»Server Options.
The M-Business Connect dialog appears.
2. Display the Proxy Settings dialog.
♦
♦
Windows Mobile 5 or 6 — select the Connection tab.
Microsoft Smartphone — choose Menu»Connection.
3. Select Change.
The first part of the Proxy Settings dialog appears.
4. Select Next to display the second part of the Proxy Settings dialog.
Enter your information in the Secure HTTP Address and Port fields, then select Next.
5. Enter exceptions to the settings in the Exclusion List.
Separate multiple addresses with semicolons.
Note
Exceptions are the host names of servers that M-Business Connect should access without going through
the proxy server.
6. Select Next to display the third part of the Proxy Settings dialog.
7. Select Finish.
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Enabling a secure connection to a server
Enabling a secure connection to a server
♦ To enable a secure connection to a server
1. In M-Business Client, choose Menu»Options»Server Options.
The M-Business Connect dialog appears.
2. Under Server Settings, select the name of your server, then:
♦
♦
Windows Mobile 5 or 6 — select Properties.
Microsoft Smartphone — choose Menu»Edit.
The Server Properties dialog appears.
3. Select Next to go to the second part of the Server Properties dialog.
4. Select Next to display the second part of the Server Properties dialog, then select Next again to display
the last part.
5. Select the Connect Securely checkbox.
Note
This checkbox is enabled only after the server in the Hostname field, in the first part of the Server
Properties dialog, confirms that it can provide a secure connection to the device. The server confirms
this during the first synchronization, or when you test the connection in the M-Business Connect dialog
6. Select Finish.
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Configuring a server connection on Windows Mobile 5 or 6, or Microsoft Smartphone
Disabling and removing server connections
To understand why you would disable or remove a server connection, see “Disabling and removing server
Disabling and re-enabling a server connection
♦ To disable and re-enable a server connection
1. In M-Business Client, choose Menu»Options»Server Options.
The M-Business Connect dialog appears.
2. In the Server Settings list, select the server that you want to disable, then:
♦
♦
Windows Mobile 5 or 6 — select Properties.
Microsoft Smartphone — choose Menu»Edit.
The Server Properties dialog appears.
3. Select Next to display the second part of the Server Properties dialog, then select Next again to display
the last part.
4. Clear the Connect to this server checkbox.
To re-enable the server connection, select the Connect to this server checkbox.
5. Select Finish.
Disabling the M-Business Connect conduit
♦ To disable the M-Business Connect conduit
1. On your desktop computer, choose Start»Programs»Microsoft ActiveSync.
2. Choose Tools»Options.
The Options dialog appears.
3. Click the Sync Options tab.
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Disabling and removing server connections
4. Clear the M-Business Connect checkbox.
5. Click OK.
Removing a server connection
♦ To remove a server connection
1. In M-Business Client, choose Menu»Options»Server Options.
The M-Business Connect dialog appears.
2. Remove a server connection.
♦
Windows Mobile 5 or 6:
♦
In the Server Settings list, clear the checkbox for the server that you want to remove.
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Configuring a server connection on Windows Mobile 5 or 6, or Microsoft Smartphone
Note
Any server with a cleared checkbox will be removed. Any server with a selected checkbox will
remain.
♦
♦
Select Remove.
Select OK when prompted to confirm.
♦
Microsoft Smartphone:
♦
♦
♦
In the Server Settings list, select the server that you want to remove.
Choose Menu»Remove.
Select OK when prompted to confirm.
The next time you cradle synchronize, M-Business Connect will remove the server configuration from
your desktop.
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CHAPTER 13
Using M-Business Client on Windows Mobile 5
or 6, or Microsoft Smartphone
Contents
Understanding the basics .......................................................................................... 220
Searching to find content in M-Business Client ......................................................... 228
Working with text ....................................................................................................... 230
Using HTML forms ..................................................................................................... 232
Email integration: Launching email from a web page ................................................ 237
Synchronizing remotely on Windows Mobile 5 or 6 ................................................... 239
Browsing online ......................................................................................................... 241
Managing online cache .............................................................................................. 244
Note
M-Business Client on Windows Mobile 5 or 6 and Microsoft Smartphone devices is similar enough that
essentially the same instructions work on either platform. Thus both platforms can be covered together in
this chapter.
Since Microsoft Smartphone devices do not have a stylus to "tap" the screen, only the generic terms "choose"
and "select" are used here.
In most cases, the screen shots provided are specifically from a Windows Mobile 5 device.
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Using M-Business Client on Windows Mobile 5 or 6, or Microsoft Smartphone
Understanding the basics
This section describes what you need to know to get started using M-Business Client.
Windows Mobile 5 or 6 devices with hardware keyboard
Some Windows Mobile 5 and 6 devices have a hardware keyboard that you can use to enter text, instead of
using a stylus with the software input panel (SIP). On such devices, M-Business Client installs with the SIP
disabled; only the hardware keyboard can be used to enter text. If you wish to use the SIP and stylus instead,
you can switch to that input mode — see the documentation that came with your device for instructions on
switching input modes.
Viewing channels
M-Business Client provides a browser that you can use to view channels.
M-Business Client Home Page
If you have added channels to your account on M-Business Server and performed a synchronization, the M-
Business Client Home Page on your device will look something like this:
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Understanding the basics
Note
If you do not see any channels, or if you do not see the channels that you expect, see
Collapsing and expanding channel lists
You can collapse or expand your channel lists by tapping the plus (to expand a list) or minus (to collapse a
list) next to a channel category.
Temporarily clearing a channel's contents
♦ To temporarily clear a channel's contents
1. Start M-Business Client.
2. Choose Menu»Tools»Channel Manager.
The Channel Manager is displayed.
3. Select the checkboxes beside the channels that you want to clear from the device, or select Select All.
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Using M-Business Client on Windows Mobile 5 or 6, or Microsoft Smartphone
Note
Any channel with a selected checkbox will be temporarily cleared. Any channel with a cleared checkbox
will remain.
4. Select Clear.
The selected channel’s contents are removed from the device. You are still subscribed to these channels.
The channel contents will be restored the next time you synchronize your data.
Navigating in M-Business Client
Navigating between pages on a Windows Mobile 5 or 6 or Microsoft Smartphone device
As navigation tools, M-Business Client on a Windows Mobile 5 or 6 or Microsoft Smartphone device
provides a Navigate menu, plus a Servers button. On Microsoft Smartphone it also provides a Home button.
URLs are underlined.
Navigation options are detailed in the table below.
To navigate to...
Use this option...
back one page
when browsing
Choose Menu»Navigate»Back
forward one page
when browsing
Choose Menu»Navigate»Forward
reloaded version of Choose Menu»Navigate»Reload Page
current page
a new page
Choose Menu»Navigate»Open Page, then select a page from History or Book-
marks, or enter the URL to Open
To go directly to the M-Business Client home page:
♦
♦
Windows Mobile 5 or 6 — choose Menu»Home.
Microsoft Smartphone — select Home button in lower left corner.
When browsing, as a shortcut to backing up one page, you can use:
♦
♦
Windows Mobile 5 or 6 — the Back button in the lower left corner of the screen.
Microsoft Smartphone — the hardware Back button in the upper right corner of the directional pad.
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Understanding the basics
Navigating in a page on a Windows Mobile 5 or 6 or Microsoft Smartphone device
To navigate within an HTML page, you have the option of using scroll bars or tabbing with the directional
pad. On Windows Mobile 5 or 6 devices you can also drag-scroll with a stylus.
Drag-scrolling on Windows Mobile 5 or 6
Drag-scrolling gives you finer control over navigation within an HTML page on Windows Mobile 5 or 6
devices. When drag-scrolling is enabled, you simply can tap and drag in an HTML page to scroll up or down,
rather than using the scroll bars. When drag-scrolling is disabled, selection of text is disabled. For instructions
Tabbing with a directional pad
You also can navigate through HTML pages by tabbing with the directional pad. When you enable D-pad
right/left act like tab/backtab, your device directional pad left and right actions function as forward and back
tabs while M-Business Client is the active application. For instructions on how to enable or disable this
Setting preferences
Setting the full screen option
M-Business Client has a full screen option that allows you to hide the menu bar/navigation button area
whenever you want to make the maximum screen space available for viewing content.
♦ To hide and redisplay the menu bar/navigation button area
1. Turn full screen on:
♦
Windows Mobile 5 or 6 — tap and hold anywhere within the content area of the M-Business Client
screen, then choose Full Screen from the context menu.
♦
Microsoft Smartphone — choose Menu»Tools»Full Screen.
2. Turn full screen off by repeating step 1.
If Full screen had a check beside it when you opened the menu, the full screen option was on and
selecting it now turns it off.
If Full Screen did not have a check beside it when you opened the menu, the full screen option was off
and selecting it now turns it on.
Using the Option Manager
Using the Option Manager, you can set preferences to control whether tables, frames, and images are
displayed in HTML pages, and also to control how M-Business Client works.
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The following table describes the features in the Option Manager on your device.
Table 1. Option Manager preferences for Windows Mobile 5 or 6
Field
Enables/disables
Additional details
BROWSER
TAB
D-pad navi-
Using device directional pad to nav- Selected, device directional pad arrows move the
gates on page
igate pages in M-Business Client
focus on the current page; up, down, left, and
right arrows scroll the current page up, down,
left, and right if there is no object to which focus
can move within the current page. Cleared, de-
vice directional pad up and down arrows scroll
up and down a page, and left and right arrows
scroll left and right a page.
(Windows
Mobile 5 or 6
only)
Dragging pen
What happens when you drag the sty- With scrolls selected, dragging scrolls the con-
lus.
tent window; with selects, dragging selects text
in the content window. See “Working with
(Windows
Mobile 5 or 6
only)
Minimum font The minimum font size in which text Select x-Small (the default) to allow the page to
size
is displayed.
display text down to the smallest size your device
supports. Select a larger size to force page text
to be no smaller than that. Select x-Large to force
all text to be displayed in the largest size your
device supports.
Maximum
font size
The maximum font size in which text Select x-Large (the default) to allow the page to
is displayed.
display text up to the largest size your device
supports. Select a smaller size to force page text
to be no larger than that. Select x-Small to force
all text to be displayed in the smallest size your
device supports.
CONTENT
TAB
Show Tables
Show Images
Viewing tables
Showing tables may not be necessary for text-
heavy synchronizing.
Viewing images.
Showing images may not be necessary for text-
heavy synchronizing.
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Understanding the basics
Field
Enables/disables
Additional details
Enable Java-
Script
The device to run JavaScript on pages For more information on using JavaScript, see
that have not been marked with the
HTML <HandheldFriendly> tag.
your System Administrator.
Show Java-
The device to display an error mes-
This is primarily a debugging tool used by chan-
Script Errors
sage when a JavaScript error occurs nel developers.
ONLINE TAB
Max. cache
size
the memory cache on your device.
Go Online Au- The device to automatically go online If not enabled, you will see a notifier that the
tomatically
when an offline user tries to open or page you linked to is not available on your de-
link to a page which is not on the de- vice.
vice
♦ To set preferences
1. Start M-Business Client.
2. Choose Menu»Options»Page Options.
The Option Manager dialog opens.
3. Select and clear the checkboxes beside your preferences.
Select the tab at the bottom of the Option Manager dialog to bring another set of preferences forward.
Note
Microsoft Smartphone devices do not have the first two options below, D-pad navigates on page and
Dragging pen selects/scrolls.
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Using M-Business Client on Windows Mobile 5 or 6, or Microsoft Smartphone
4. Save your changes:
♦
♦
Windows Mobile 5 or 6 — select OK.
Microsoft Smartphone — select Done.
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Understanding the basics
Selecting the server that delivers content
♦ To switch servers on your mobile device when M-Business Client is configured for
multiple servers
1. Start M-Business Client.
2. Select the Servers button.
3. Select the server you want to switch to, then select Go To Selected Server.
M-Business Client displays the home page for the server.
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Searching to find content in M-Business Client
From within M-Business Client you can choose to search either the current channel page only, or all channel
pages stored on your mobile device.
Searching the current page only
To search the current page only:
♦ To search the current page only
1. Start M-Business Client.
2. Choose Menu»Navigate»Find.
The M-Business Find dialog is displayed.
3. Select in page.
4. Enter the words to search for in the text field, then:
♦
♦
Windows Mobile 5 or 6 — select OK.
Microsoft Smartphone — select Done.
The first instance of your searched text is highlighted in the current page.
5. Choose Menu»Navigate»Find Next to find the next instance of the searched text.
Searching all pages
♦ To search all M-Business Client channel pages
1. Start M-Business Client.
2. Choose Menu»Navigate»Find.
3. Select in all pages.
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Searching to find content in M-Business Client
4. Enter the words to search for in the text field, then:
♦
♦
Windows Mobile 5 or 6 — select OK.
Microsoft Smartphone — select Done.
A search results page appears, showing found instances by page and search progress.
5. Select Find More to continue searching.
When all pages have been searched, an << end of search >> message is displayed on the last search page.
6. Select a highlighted instance to go to the page and the line where the instance occurs.
7. Select the Back button to return to the results page.
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Working with text
M-Business Client provides cut, copy, and paste functions for working with text in channels, web pages,
and forms, and for moving text between M-Business Client and other device applications.
Using the copy and paste feature
You can copy selected text from online documents or web pages to the device clipboard, then paste that
selected text onto another form or into another application (such as Pocket Word) on your device.
Note
You cannot use cut and paste functions at all on Microsoft Smartphone devices, and on Windows Mobile 5
or 6 devices you cannot use cut and paste functions in M-Business Client dialogs or HTML content.
♦ To use the copy and paste feature
1. In M-Business Client, open a channel or web page.
2. To copy specific text within the page, drag your stylus to select the text you want to copy.
Note
In order to select portions of text within a channel or web page using your stylus, Dragging pen must
be set to selects in your preferences. For information on how to enable text selection, see “Setting
3. To copy an entire page, choose Menu»Tools»Select All.
4. Choose Menu»Tools»Copy.
The selected text is copied to the device clipboard; now it can be pasted into other pages or device
applications.
5. Open the application or page that you want to paste the copied text into, tap where you want to paste,
then choose Menu»Tools»Paste.
Using the cut and paste feature
You can cut selected text from form fields in online documents or web pages to the device clipboard, then
paste that selected text onto another form or into another application (such as CE Word) on your device.
Note
You cannot use cut and paste functions at all on Microsoft Smartphone devices, and on Windows Mobile 5
or 6 devices you cannot use cut and paste functions in M-Business Client dialogs or HTML content.
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Working with text
♦ To use the cut and paste feature
1. On your device, open a channel or web page.
2. In a form field, drag your stylus to select the text you want to cut.
Note
In order to select portions of text within a channel or web page, Dragging pen must be set to selects in
your preferences. For information on how to enable text-selection, see “Setting
3. Choose Menu»Tools»Cut.
The selected text is cut and copied to the device clipboard; now it can be pasted into other pages or
device applications.
4. Open the application or page into which you want to paste the copied text, tap where you want to paste,
then choose Menu»Tools»Paste.
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Using HTML forms
Submitting HTML forms while offline
When submitting a form, keep in mind the options in the Tools menu for working with text. These functions
♦ To submit HTML forms in M-Business Client while offline
1. Fill out the form.
2. Select the Submit button.
This button might be labeled something else, like OK or Update.
M-Business Client displays a message saying the form will be submitted on the next synchronization.
3. Select OK.
The form has been added to the Forms Manager queue.
Note
You can use the Forms Manager to view the status of the submitted form. For instructions, see “Using
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Using HTML forms
4. Synchronize your mobile device to send the form to the website.
See the documentation that came with your mobile device for instructions.
Displaying the response
M-Business Server may respond to a form submission in one of two ways:
♦
The server may alter the channel pages that you initially downloaded.
For example, suppose you subscribe to a financial channel and, every time you synchronize, your channel
updates a page that shows the current prices of a list of stocks you had selected earlier. You might submit
a form to change the list of stocks you want to watch. In this case, the server responds by changing the
page that displays the current prices to reflect your new list. To look at the server’s response, select the
channel.
♦
The server may send down a separate response page.
Suppose you submit a form to the same channel, but this time you want to buy shares of a stock. There
are no channel pages to alter. Instead, the server downloads a new response page to the Forms Manager
confirming your order.
Using the Forms Manager
Accessing the Forms Manager
♦ To access the Forms Manager
1. Start M-Business Client.
2. Choose Menu»Tools»Forms Manager.
M-Business Client displays a list of forms that you have submitted or are going to submit during the
next synchronization. If a form was submitted successfully, the word success appears to the right of the
form’s name. Select success to view the response page sent by the channel.
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Editing forms in the Forms Manager queue
♦ To edit a form
1. Start M-Business Client.
2. Choose Menu»Tools»Forms Manager.
The Forms Manager appears.
3. In the third column, select the linked title of the form.
The form appears.
4. Edit the form.
5. Select the Submit button.
This button might be labeled something else, like OK or Update.
M-Business Client displays a message indicating the forms will be submitted on the next
synchronization.
6. Select OK.
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Using HTML forms
Deleting forms in the Forms Manager queue
♦ To delete a form
1. Start M-Business Client.
2. Choose Menu»Tools»Forms Manager.
The Forms Manager appears.
3. Select the checkbox to the left of the form(s) that you want to delete.
4. Select Delete.
5. Select OK.
Tip
Select Delete All to delete all forms in the queue.
Submitting HTML forms while online
If you select the Submit button when you are online (connected to the Internet through a wired or wireless
modem or Ethernet card), M-Business Client will use the modem settings you have provided to connect to
M-Business Server, then immediately send the forms request to the website. This way, you get an immediate
response.
♦ To submit HTML forms in M-Business Client while online
1. Fill out the form.
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2. Select the Submit button.
This button might be labeled something else, like OK or Update.
The form is sent to the website, the website responds, and the response is downloaded to your mobile
device.
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Email integration: Launching email from a web page
Email integration: Launching email from a web page
You can launch your Pocket Outlook or Inbox email application from a web page. To do this, select an email
link in a web page on your device.
Your Inbox application launches, and a new message appears. The To: field is automatically populated with
email address from the link you clicked. Depending on how the email link was configured, the Subject: field
also may populate.
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Phoneto integration: Launching a dialer application from
a web page
Use the phonetolink to launch a configured dialer application, with the telephone number automatically
filled in, from a device web page. An example of the HTML markup for a phonetolink is as follows.
<a href=phoneto:18005551212>Toll-free directory assistance</a>
On your device screen, a phonetolink looks just like any other link, but the link text should make it clear
that this link makes a phone call.
♦ To launch a dialer application from a web page
1. Select the telephone number link on the device.
2. The dialing will initiate automatically.
Note
You will get an error message if the device does not contain an integrated telephone. The error message will
display the telephone number that was selected, so the user could then manually dial this telephone number
on another device.
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Synchronizing remotely on Windows Mobile 5 or 6
Synchronizing remotely on Windows Mobile 5 or 6
Note
M-Business Client has a recoverable synchronization feature. If your remote (wireless) synchronization is
interrupted, because you lose your wireless connection, for example, M-Business Client automatically makes
several attempts to complete the synchronization, picking up where it left off. This process is automatic; no
error message is displayed and you do not need to do take any action.
If you do see an error message indicating that your synchronization failed to complete, it means that M-
Business Client was unable to recover your synchronization and you have to initiate a new synchronization,
which must start over from the beginning.
Using a modem to synchronize on Windows Mobile 5 or 6
Before you can use M-Business Client with a modem (or other wireless connection), you need to make sure
that the modem or other device is configured properly and that you have network access to your Internet
Service Provider (ISP). Refer to your modem manufacturer’s documentation to configure your modem and
network access.
To access M-Business Server, M-Business Client uses the settings in M-Business Connect. If you can connect
to your ISP but you are unable to access M-Business Server, check the M-Business Connect settings. See
Note
To synchronize with a cradle from your desktop, use the Microsoft ActiveSync software installed on your
desktop.
Modem synchronizing in M-Business Client on Windows Mobile 5 or 6
♦ To synchronize with a modem in M-Business Client
1. Start M-Business Client.
2. Choose Menu»Sync All.
M-Business Client automatically accesses the modem and connects to M-Business Server.
Modem synchronizing in M-Business Connect on Windows Mobile 5 or 6
An alternate method of synchronizing involves using M-Business Connect.
♦ To synchronize with a modem in M-Business Connect
1. From M-Business Client, choose Menu»Options»Server Options.
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M-Business Connect is displayed.
2. Select the Servers tab.
3. Select Sync All.
M-Business Connect accesses the modem and connects to M-Business Server.
Using an Ethernet card to synchronize
Before you can use M-Business Client with an Ethernet card (or other network connection), you need to
make sure that the Ethernet card is configured properly to allow you network access. Refer to your
manufacturer’s documentation for information on configuring your Ethernet card and network access.
To access M-Business Server, M-Business Client uses the settings in M-Business Connect. If you can connect
to your ISP but you are unable to access M-Business Server, check the M-Business Connect settings. See
The exact steps for synchronizing to M-Business Server using an Ethernet card may vary depending on the
type of Ethernet card you use.
♦ To synchronize with M-Business Server
1. Install M-Business Client software on your desktop computer, then synchronize to install the software
on your mobile device.
2. Follow the installation manual for configuring the Ethernet card on your device.
Note
Most cards automatically will assign you an IP address.
3. Open M-Business Client, then choose Menu»Options»Server Options and select Sync All, or Menu»Sync
All.
4. Once the card is properly installed, clicking on any link leading to a page not on the device will cause
M-Business Client automatically to retrieve and deliver that page to you.
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Browsing online
Browsing online
Windows Mobile 5 or 6 and Microsoft Smartphone devices have an Open Page feature that includes
History and Bookmark select lists, plus an address box where you can enter a URL to open.
The progress bar fills from left to right as data is received by your mobile device. It also displays a count of
bytes received. If a Secure Connection icon appears beside the progress bar, the data transfer is secure.
Browsing content
Browsing the Internet or your corporate intranet
♦ To browse the Internet or your corporate intranet
1. On the device Start menu, choose Start»Settings, then select the Connections tab.
2. Select the Connections icon.
The Connections page opens.
3. Select a connection option from the list.
4. If necessary, set up the connection to use your modem, wireless card, or other device.
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Browsing to a specific URL
♦ To browse to a specific URL
1. In M-Business Client, choose Menu»Navigate»Open Page.
2. In the text field, enter the URL of the page that you want to open, or select a URL from the History or
Bookmark drop-down list.
3. Display the page:
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Browsing online
♦
♦
Windows Mobile 5 or 6 — select Go.
Microsoft Smartphone — select Done.
The requested page appears.
Reloading a page
Invoke the Reload Page command by choosing Menu»Navigate»Reload Page. When you are connected to the
Internet, you can use the Reload Page command to update the contents of a page. When you are offline, you
can use the command to clear form data.
Setting bit depth for online images
M-Business Client downloads online images at a default bit depth of four grays. Depending on which mobile
device you use, the image quality you want, and the speed of your online connection, you may choose to
download images at another bit depth, or not to download images at all.
♦ To change the bit depth on your device
1. Choose Menu»Options»Page Options.
2. Select the Online tab to bring it forward.
3. Select the drop-down list for Online Images to see a list of bit depths.
The bit depth options listed will depend on your mobile device.
4. Select the bit depth you desire.
5. Save your changes:
♦
♦
Windows Mobile 5 or 6 — select OK.
Microsoft Smartphone — select Done.
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Using M-Business Client on Windows Mobile 5 or 6, or Microsoft Smartphone
Managing online cache
Defining maximum memory for caching
♦ To define the amount of memory used for caching on your device
1. Choose Menu»Options»Page Options.
2. Select the Online tab.
3. Specify the Max. cache size on your mobile device.
Note
The default cache size is 256 KB.
4. Save your changes:
♦
♦
Windows Mobile 5 or 6 — select OK.
Microsoft Smartphone — select Done.
Deleting a page from the online cache
If you are browsing online, M-Business Client caches the pages it already has displayed. See “Managing
online cache” on page 78. You can remove individual pages from the cache to free up space.
♦ To delete a page from the online cache on your device
1. In M-Business Client, choose Menu»Tools»Online Cache Manager.
M-Business Client displays a list containing the pages in the cache.
2. Select the checkboxes beside the pages you want to delete from the cache, or select Select All.
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3. Select Delete.
4. Select OK.
The selected pages are removed from the cache.
Note
Although the cache shows 0K used, the contents of the cache are not entirely cleared until you connect
your device to the server, either by cradle synchronizing with your desktop or by modem synchronizing.
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CHAPTER 14
Configuring a server connection on Symbian
OS
Contents
Opening M-Business Client on your mobile device ................................................... 250
Setting server information .......................................................................................... 251
Adding a proxy server connection manually .............................................................. 255
Enabling a secure connection to a server ................................................................. 257
Disabling and removing server connections .............................................................. 258
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Configuring a server connection on Symbian OS
Opening M-Business Client on your mobile device
Opening M-Business Client
To access M-Business Client on your Symbian OS device, choose Applications»My Own»M-Business.
Opening the Server Options dialog in place of M-Business Connect
M-Business Connect is not used on Symbian OS devices, but the same functionality for managing your
server connections is provided in the Server Options dialog. To open the Server Options dialog in M-Business
Client on your Symbian OS device, choose Options»Settings»Server options.
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Setting server information
Setting server information
Configuring a new server connection
♦ To configure a new server connection
1. From M-Business Client, choose Options»Settings»Server options.
The Server Options dialog opens.
2. Start adding your server connection:
Choose Options»Add.
The Properties dialog is displayed.
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Configuring a server connection on Symbian OS
3. Set 1 Update During Sync to Enabled.
If this setting is not enabled, M-Business Client will not contact this server when you synchronize.
4. For 2 Server Address, enter the host name, or URL, for the M-Business Server to which you want to
synchronize.
5. In 3 Server Port, enter the port number for the M-Business Server.
6. In 4 User Name, enter the user name for your account on the M-Business Server.
7. In 5 User Password, enter the password for your account on the M-Business Server.
8. For 6 Refresh Content, select Yes to refresh all content on every synchronization, or No to download
only updated or new content.
9. If you want to connect to this server securely you cannot set that up yet.
You cannot set 7 Connection Type to Secure until you synchronize once with the server so that it can
confirm that it supports secure connections. Finish configuring this server connection now, then after
10. If your device has a secure digital (SD) card, select the Use Card checkbox if you want content from
this server to be stored on the card instead of in your device's main memory.
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Setting server information
Note
If you installed M-Business Client on your SD card, the Use Card checkbox will be unavailable. All
content from all servers will automatically be stored on the SD card. For more information, see
11. Select OK, then Yes when prompted to save changes.
The next time you synchronize, you will be able to view content from the new server.
Editing a server connection
♦ To edit a server connection
1. Start M-Business Client.
2. Choose Options»Settings»Server options.
The Server Options dialog appears.
3. Select the name of your server, then choose Options»Edit.
The current server options are displayed.
4. Make any changes that you need to in the current settings.
5. Select OK, then Yes when prompted to save changes.
Refreshing all content from a server
♦ To refresh all content from a server
1. Start M-Business Client.
2. Choose Options»Settings»Server options.
The Server Options dialog appears.
3. Select the name of your server, then choose Options»Edit.
The current server options are displayed.
4. For 6 Refresh Content, select Yes.
5. Select OK, then Yes when prompted to save changes.
The new setting will be active the next time you synchronize.
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Configuring a server connection on Symbian OS
Updating your password
After changing your password on M-Business Server, you must update the Server Options dialog with the
Note
If M-Business Server is integrated with a Windows domain, your password must be the same as your
Windows domain password.
♦ To update your password
1. Start M-Business Client.
2. Choose Options»Settings»Server options.
The Server Options dialog appears.
3. Select the name of your server, then choose Options»Edit.
The current server options are displayed.
4. In 5 User Password, enter the new password for your account on the M-Business Server.
5. Select OK, then Yes when prompted to save changes.
Your new password will be active the next time you synchronize.
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Adding a proxy server connection manually
Adding a proxy server connection manually
Add a proxy server connection manually either when Autodetect is unsuccessful or when some of the servers
that you access should use proxy settings, while others should not. See “Configuring proxy server
settings” on page 49. If you do not know what settings to enter, contact your system administrator.
♦ To add HTTP a proxy server connection manually
1. In M-Business Client, choose Options»Settings»Server options.
The Server Options dialog appears.
2. Press the Right Arrow on the navigation button to select the Connections tab.
The first part of the Connection tab appears.
Press the Down Arrow on the navigation button to display the rest of the items on the Connection tab.
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Configuring a server connection on Symbian OS
3. Set 1 Use Proxy to Yes.
4. Enter your information in the 2 Address and 3 Port fields.
5. To enable user name and password protection, set 4 Use HTTP Auth to Yes.
6. In the 5 User box, enter your user name.
7. In the 6 Password box, enter your password.
8. Select OK to close the Connection tab.
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Enabling a secure connection to a server
Enabling a secure connection to a server
♦ To enable a secure connection to a server
1. Start M-Business Client.
2. Choose Options»Settings»Server options.
The Server Options dialog appears.
3. Select the name of your server, then choose Options»Edit.
The current server options are displayed.
4. Set 7 Connection Type to Secure.
Note
The Secure option is enabled only after the server specified in 2 Server Address confirms that it can
provide a secure connection to the device. The server confirms this during the first synchronization.
5. Select OK, then Yes when prompted to save changes.
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Configuring a server connection on Symbian OS
Disabling and removing server connections
To understand why you would disable or remove a server connection, see “Disabling and removing server
Disabling and re-enabling a server connection
♦ To disable or re-enable a server connection
1. In M-Business Client, choose Options»Settings»Server options.
The Server Options dialog appears.
2. Select the server that you want to disable, then choose Options»Edit.
The current server options are displayed.
3. Set 1 Update During Sync to Disabled.
To re-enable the server connection, set this to Enabled.
4. Select OK, then Yes when prompted to save changes.
Working offline in place of disabling the M-Business Connect conduit
The M-Business Connect conduit is not used on Symbian OS devices. All synchronizations on are performed
wirelessly. The Symbian OS option that is most comparable to disabling the M-Business Connect conduit
is working offline.
♦ To work offline
1. In M-Business Client, choose Options»Work Offline.
2. To work online again, choose Options»Work Online.
Removing a server connection
♦ To remove a server connection
1. In M-Business Client, choose Options»Settings»Server options.
The Server Options dialog appears.
2. In the Servers list, select the server that you want to remove.
3. Choose Options»Remove.
4. Select Yes when prompted to delete this entry.
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CHAPTER 15
Using M-Business Client on Symbian OS
Contents
Understanding the basics .......................................................................................... 260
Searching to find content in M-Business Client ......................................................... 266
Working with text ....................................................................................................... 268
Using HTML forms ..................................................................................................... 269
Email integration: not supported on Symbian OS ...................................................... 274
Synchronizing remotely on Symbian OS ................................................................... 276
Browsing online ......................................................................................................... 277
Managing online cache .............................................................................................. 279
Using on-device help ................................................................................................. 281
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Understanding the basics
This section describes what you need to know to get started using M-Business Client.
Viewing channels
M-Business Client provides a browser that you can use to view channels.
M-Business Client Home Page
If you have added channels to your account on M-Business Server and performed a synchronization, the M-
Business Client Home Page on your device will look something like this:
Note
If you do not see any channels, or if you do not see the channels that you expect, see
Collapsing and expanding channel lists
You can collapse or expand your channel lists by selecting the plus (to expand a list) or minus (to collapse
a list) next to a channel category.
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Temporarily clearing a channel's contents
♦ To temporarily clear a channel's contents
1. Start M-Business Client.
2. Choose Options»Settings»Manage»Channel Manager.
The Channel Manager is displayed.
3. Select the checkboxes beside the channels that you want to clear from the device, or select Select All.
Note
Any channel with a selected checkbox will be temporarily cleared. Any channel with a cleared checkbox
will remain.
4. Select Clear.
The selected channel’s contents are removed from the device. You are still subscribed to these channels.
The channel contents will be restored the next time you synchronize your data.
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Navigating in M-Business Client
Navigating between pages on a Symbian OS device
As navigation tools, M-Business Client on a Symbian OS device provides a Navigate menu, plus the Server
Options dialog to switch between content from different servers. URLs are underlined.
Navigation options are detailed in the table below.
To navigate to...
Use this option...
back one page
when browsing
Choose Options»Navigate»Back
forward one page
when browsing
Choose Options»Navigate»Forward
reloaded version of Choose Options»Navigate»Reload Page
current page
a new page
Choose Options»Navigate»Open Page, then select a page from History or Book-
marks, or enter the URL to Open
To go directly to the M-Business Client home page, choose Options»Home.
When browsing, as a shortcut to backing up one page, you can use the Back button in the lower right corner
of the screen.
Navigating in a page on a Symbian OS device
You can navigate through HTML pages by tabbing with the navigation button. Your device navigation button
Left and Right Arrows function as forward and back tabs while M-Business Client is the active application.
Setting preferences
Setting the full screen option
M-Business Client has a full screen option that allows you to hide the M-Business Client header and footer
areas whenever you want to make the maximum screen space available for viewing content.
♦ To hide and redisplay the M-Business Client header and footer areas
1. Turn full screen on, choose Options»Settings»Full Screen.
2. Turn full screen off by repeating step 1.
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Understanding the basics
Setting the billable warning option
By default, M-Business Client warns you whenever you start an operation that may result in charges from
your phone service provider. You can disable this warning if you do not need it, and you can re-enable it if
you change your mind.
♦ To disable the billable warning option
1. Choose Options»Settings»Billable Warning.
2. Re-enable the billable warning option by repeating step 1.
Using the Preferences dialog
Using the Preferences dialog, you can set preferences to control whether tables, frames, and images are
displayed in HTML pages, and also to control how M-Business Client works.
The following table describes the features in the Preferences dialog on your device.
Table 1. Preferences for Symbian OS
Field
Enables/disables
Additional details
BROWSER
TAB
Minimum font The minimum font size in which text Select x-Small (the default) to allow the page to
size
is displayed.
display text down to the smallest size your device
supports. Select a larger size to force page text
to be no smaller than that. Select x-Large to force
all text to be displayed in the largest size your
device supports.
Maximum
font size
The maximum font size in which text Select x-Large (the default) to allow the page to
is displayed.
display text up to the largest size your device
supports. Select a smaller size to force page text
to be no larger than that. Select x-Small to force
all text to be displayed in the smallest size your
device supports.
CONTENT
TAB
Show Tables
Show Images
Viewing tables
Showing tables may not be necessary for text-
heavy synchronizing.
Viewing images.
Showing images may not be necessary for text-
heavy synchronizing.
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Field
Enables/disables
Additional details
Enable Java-
Script
The device to run JavaScript on pages For more information on using JavaScript, see
that have not been marked with the
HTML <HandheldFriendly> tag.
your System Administrator.
Show Java-
The device to display an error mes-
This is primarily a debugging tool used by chan-
Script Errors
sage when a JavaScript error occurs nel developers.
ONLINE TAB
Max. cache
size
the memory cache on your device.
line.
Refresh Ex-
pired Pages
When online, shoud expired pages be
refreshed automatically?
Go Online Au- The device to automatically go online If not enabled, you will see a notifier that the
tomatically
when an offline user tries to open or page you linked to is not available on your de-
link to a page which is not on the de- vice.
vice.
♦ To set preferences
1. Start M-Business Client.
2. Choose Options»Settings»Page Options.
The Preferences dialog opens.
Select the tab at the bottom of the Preferences dialog to bring another set of preferences forward.
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Understanding the basics
3. Select and clear the checkboxes beside your preferences.
4. Select OK to save your changes:
Selecting the server that delivers content
♦ To switch servers on your mobile device when M-Business Client is configured for
multiple servers
1. Start M-Business Client.
2. Choose Options»Settings»Server Options.
3. Select the server you want to switch to, then select Done.
M-Business Client displays the home page for the selected server.
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Searching to find content in M-Business Client
From within M-Business Client you can choose to search either the current channel page only, or all channel
pages stored on your mobile device.
Searching the current page only
To search the current page only:
♦ To search the current page only
1. Start M-Business Client.
2. Choose Options»Navigate»Find.
The M-Business Find dialog is displayed.
3. Select in page.
4. Enter the words to search for in the text field, then select OK.
The first instance of your searched text is highlighted in the current page.
5. Choose Options»Navigate»Find Next to find the next instance of the searched text.
Searching all pages
♦ To search all M-Business Client channel pages
1. Start M-Business Client.
2. Choose Options»Navigate»Find.
3. Select in all pages.
4. Enter the words to search for in the text field, then select OK.
A search results page appears, showing found instances by page and search progress.
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Searching to find content in M-Business Client
5. Select Find More to continue searching.
When all pages have been searched, an << end of search >> message is displayed on the last search page.
6. Select a highlighted instance to go to the page and the line where the instance occurs.
7. Select the Back button to return to the results page.
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Using HTML forms
Using HTML forms
Submitting HTML forms while working offline
♦ To submit HTML forms in M-Business Client while working offline
1. Be sure you are working offline.
Choose Options»Work Offline
2. Be sure you have your Go Online Automatically preference is not enabled.
3. Fill out the form.
4. Select the Submit button.
This button might be labeled something else, like OK or Update.
M-Business Client displays a message asking if you want to go online to submit the form.
5. Select No.
The form is added to the Forms Manager queue.
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Note
You can use the Forms Manager to view the status of the submitted form. For instructions, see “Using
6. Synchronize your mobile device to send the form to the website.
Choose Options»Sync All when you are ready to send your submitted forms to the host web server(s).
Displaying the response
M-Business Server may respond to a form submission in one of two ways:
♦
The server may alter the channel pages that you initially downloaded.
For example, suppose you subscribe to a financial channel and, every time you synchronize, your channel
updates a page that shows the current prices of a list of stocks you had selected earlier. You might submit
a form to change the list of stocks you want to watch. In this case, the server responds by changing the
page that displays the current prices to reflect your new list. To look at the server’s response, select the
channel.
♦
The server may send down a separate response page.
Suppose you submit a form to the same channel, but this time you want to buy shares of a stock. There
are no channel pages to alter. Instead, the server downloads a new response page to the Forms Manager
confirming your order.
Using the Forms Manager
Accessing the Forms Manager
♦ To access the Forms Manager
1. Start M-Business Client.
2. Choose Options»Settings»Manage»Forms Manager.
M-Business Client displays a list of forms that you have submitted or are going to submit during the
next synchronization. If a form was submitted successfully, the word success appears to the right of the
form’s name. Select success to view the response page sent by the channel.
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Using HTML forms
Editing forms in the Forms Manager queue
♦ To edit a form
1. Start M-Business Client.
2. Choose Options»Settings»Manage»Forms Manager.
The Forms Manager appears.
3. In the third column, select the linked title of the form.
The form appears.
4. Edit the form.
5. Select the Submit button.
This button might be labeled something else, like OK or Update.
M-Business Client displays a message indicating the forms will be submitted on the next
synchronization.
6. Select OK.
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Deleting forms in the Forms Manager queue
♦ To delete a form
1. Start M-Business Client.
2. Choose Options»Settings»Manage»Forms Manager.
The Forms Manager appears.
3. Select the checkbox to the left of the form(s) that you want to delete.
4. Select Delete.
5. Select OK.
Tip
Select Delete All to delete all forms in the queue.
Submitting HTML forms while working online
If you select the Submit button while you are working online, M-Business Client immediately sends the
forms request to the website and you get an immediate response.
♦ To submit HTML forms in M-Business Client while working online
1. Be sure you are working online.
Choose Options»Work Online
2. Fill out the form.
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3. Select the Submit button.
This button might be labeled something else, like OK or Update.
The form is sent to the website, the website responds, and the response is downloaded to your mobile
device.
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Email integration: not supported on Symbian OS
M-Business Client does not currently support email integration on Symbian OS devices. If you select a
mailto:link in an HTML page, an error message is displayed.
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Phoneto integration: Launching a dialer application from a web page
Phoneto integration: Launching a dialer application from
a web page
Use the phonetolink to launch the dialer application, with the telephone number automatically filled in,
from a device web page. An example of the HTML markup for a phonetolink is as follows.
<a href=phoneto:18005551212>Toll-free directory assistance</a>
On your device screen, a phonetolink looks just like any other link, but the link text should make it clear
that this link makes a phone call.
♦ To launch a dialer application from a web page
1. Select the telephone number link on the device.
2. The dialing will initiate automatically.
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Synchronizing remotely on Symbian OS
All synchronizations on Symbian OS are performed remotely (wirelessly). To synchronize your Symbian
OS device, choose Options»Sync All.
Note
M-Business Client has a recoverable synchronization feature. If your remote (wireless) synchronization is
interrupted, because you lose your wireless connection, for example, M-Business Client automatically makes
several attempts to complete the synchronization, picking up where it left off. This process is automatic; no
error message is displayed and you do not need to do take any action.
If you do see an error message indicating that your synchronization failed to complete, it means that M-
Business Client was unable to recover your synchronization and you have to initiate a new synchronization,
which must start over from the beginning.
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Browsing online
Browsing online
Symbian OS devices have an Open Page feature that includes History and Bookmark select lists, plus an
address box where you can enter a URL to open.
The progress bar fills from left to right as data is received by your mobile device. It also displays a count of
bytes received. If a Secure Connection icon appears beside the progress bar, the data transfer is secure.
Browsing to a specific URL
♦ To browse to a specific URL
1. In M-Business Client, choose Options»Navigate»Open Page.
2. In the text field, enter the URL of the page that you want to open, or select a URL from the History or
Bookmark drop-down list.
3. To display the page, select Go.
The requested page appears.
Reloading a page
Invoke the Reload Page command by choosing Options»Navigate»Reload Page.
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Setting bit depth for online images
M-Business Client downloads online images at a default bit depth of four grays. Depending on which mobile
device you use, the image quality you want, and the speed of your online connection, you may choose to
download images at another bit depth, or not to download images at all.
♦ To change the bit depth on your device
1. Choose Options»Settings»Page Options.
2. Select the Online tab to bring it forward.
3. Select the drop-down list for Online Images to see a list of bit depths.
The bit depth options listed will depend on your mobile device.
4. Select the bit depth you desire.
5. Select OK to save your changes.
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Managing online cache
Managing online cache
Defining maximum memory for caching
♦ To define the amount of memory used for caching on your device
1. Choose Options»Settings»Page Options.
2. Select the Online tab.
3. Specify the Max. cache size on your mobile device.
Note
The default cache size is 256 KB.
4. Select OK to save your changes.
Deleting a page from the online cache
If you are browsing online, M-Business Client caches the pages it already has displayed. See “Managing
online cache” on page 78. You can remove individual pages from the cache to free up space.
♦ To delete a page from the online cache on your device
1. In M-Business Client, choose Options»Settings»Manage»Online Cache Manager.
M-Business Client displays a list containing the pages in the cache.
2. Select the checkboxes beside the pages you want to delete from the cache, or select Select All.
3. Select Delete.
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4. Select OK.
The selected pages are removed from the cache.
Note
Although the cache shows 0K used, the contents of the cache are not entirely cleared until you
synchronize.
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Using on-device help
Using on-device help
You can access context-sensitive on-device help in M-Business Client.
♦ To access on-device help in M-Business Client
1. Start M-Business Client.
2. Choose Options»Help.
The Help page appears, displaying the topic most closely related to what you are doing.
Note
On-device help is not available when you are filling in fields in a dialog box. If on-device help is not
available in the menu when you need to access it, back out of the screen you are in and choose
Options»Help there.
3. If necessary, you can navigate around the help topics by selecting underlined links to different topics.
4. To close the Help page, select OK.
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Appendix A
Troubleshooting
Contents
Device synchronization .............................................................................................. 286
Channel content on device ........................................................................................ 289
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Troubleshooting
Device synchronization
Table 1. Problems with synchronizing
Platform
Possible cause/steps to take
Problem: You do not connect to M-Business Server
when you synchronize your device.
All
M-Business Connect is not configured properly.
Verify that your settings are correct. If you are not
sure your settings should be, contact your system
administrator. To edit your server settings in M-
Business Connect, see “Setting server informa-
Problem: Your M-Business Connect settings are
correct, but you still do not connect to M-Business
Server when you synchronize your device.
Palm OS, Windows Mobile 5, or Microsoft Smart- You can view all of your sync events in the HotSync
phone
log. The HotSync log enables you to view all of your
desktop-based sync events.
On your mobile device, you can view the log of the
most recent sync by tapping Log in the HotSync ap-
plication.
On your desktop, you can view a more complete
sync history in HotSync Manager. Click the Hot-
Sync Manager icon in the Microsoft Windows Sys-
tem Tray, then selectView Log. If HotSync Manager
is not running, choose Start»Programs»Palm Desk-
top»HotSync Manager.
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Device synchronization
Platform
Possible cause/steps to take
Palm OS, Windows Mobile 5, or Microsoft Smart- The M-Business Connect conduit is disabled in Mi-
phone
crosoft ActiveSync. To enable the M-Business
Connect conduit in Microsoft ActiveSync:
1. Disconnect your device from your desktop
computer, then reconnect it.
2. Open ActiveSync, then choose Tools»Op-
tions.
The Options dialog displays.
3. Click the Sync Options tab, check the M-Busi-
ness Connect checkbox, then click OK.
4. In the Options dialog, click OK.
Problem: Synchronizing with the M-Business Serv-
er does not update your channel content.
All
Either an error occurred during a synchronization,
or a website could not be accessed.
If you are successfully connecting to M-Business
Server when you synchronize, you can view your
synchronization history in your Sync Log.
To view your Sync Log:
1. Access your M-Business Server personal
page.
2. Click the View Sync Log link in the Navigation
Panel.
By default, the sync log shows a history cov-
ering your last three syncs. To view your entire
sync history, click View Complete Sync Histo-
ry.
Problem: Your device turns off immediately after
you sync.
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Troubleshooting
Platform
Possible cause/steps to take
Palm OS
Your Auto-off after preference is set too low for the
pages you are downloading.
If you plan to download a large page to your device,
set the Auto-off after preference on your device to
two minutes or higher. To do this, tap the Menu silk-
screen icon, then tap the Prefs icon. In the Auto-off
after field, select 2 minutes or a higher setting.
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Channel content on device
Channel content on device
Table 2. Channel content not appearing on device
Platform
Possible cause/steps to take
Problem: You do not see the channels you expected
after installing M-Business Client on your device
All
You have just installed M-Business Client on your
mobile device.
After syncing to install M-Business Client, you
need to sync a second time to load your channels
onto your device. If you have not performed the
second sync, the device should display a page in-
forming you that you need to sync again.
Problem: You have synced your device, but still do
not see the expected channels
All
You tapped Cancel or were disconnected from the
network in the middle of your sync.
In this case, you may see a welcome page instead
of a list of channels. To see your subscribed chan-
nels, perform another sync.
All
You have not subscribed to any channels.
To check, access your M-Business Server personal
page — your Channel List for User... page appears
automatically, displaying a list of channels to which
you are subscribed. If there are none listed, contact
your system administrator.
Problem: Your sync was successful and you have
subscribed to channels, but you still do not see the
expected channels
All
You must access M-Business Server through a
proxy server or a firewall.
If this is the case, M-Business Connect attempts to
configure the connection through the proxy server
during the installation process, but it sometimes
fails to do so. If M-Business Connect has failed, you
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Troubleshooting
Platform
Possible cause/steps to take
All
You do not have M-Business Connect installed on
your desktop.
On your desktop computer, look in Start»Pro-
grams»M-Business Client for the M-Business Con-
nect application. If you do not have M-Business
Connect installed, you will need to reinstall M-
Business Client. See “Installing M-Business Cli-
All
You do not have M-Business Connect installed on
your device.
To check:
♦
♦
On a Palm OS device, tap the Applications silk-
screen icon and look for M-Business Connect.
On a Windows Mobile Pocket PC device,
choose Start»Settings, tap the System tab, then
tap Remove Programs and look for M-Business
Connect.
♦
♦
On a Windows XP device, choose Start»All
Programs»M-Business Client and look for M-
Business Connect.
On a Windows Mobile 5 or Microsoft Smart-
phone device, from within M-Business Client,
choose Menu»Options»Server Options
If you do not have M-Business Connect installed,
you will need to reinstall M-Business Client. See
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basic protocol, in secure channels, 68
information in M-Business Server cache, 79
Index
A
Auto-off after setting
about this guide
accessing
B
Back button
accounts
user, existing account with multiple devices, 26
user, using existing account with multiple
user, using self-registration account with multiple
user, using self-registration account with multiple
bar codes (see scanner)
Basic Authentication protocol
accessing secure channels, 68
billable warning option
ActiveSync (see Microsoft ActiveSync)
Add M-Business Server dialog
installing M-Business Client with existing account,
installing M-Business Client with self-registration ,
adding
browser
(see also M-Business Client)
(see also Microsoft Internet Explorer)
accessing Administrator Console, 42
browsing online
(see also creating)
M-Business Client server connection, all devices,
server connection, Microsoft Smartphone, 207
server connection, Windows Mobile 5, 207
server connection, Windows Mobile 6, 207
server connection, Windows Mobile Pocket PC,
browsing remotely (see browsing online)
C
caches
Address button
clearing online, Microsoft Smartphone, 244
clearing online, Palm OS, 121
clearing online, Symbian OS, 279
clearing online, Windows Mobile 5, 244
clearing online, Windows Mobile 6, 244
clearing online, Windows Mobile Pocket PC, 161
remapping to Backward button, Palm OS, 97
Administrator Console
personal mode, accessing through browser, 42
personal mode, accessing through M-Business
application development
help from iAnywhere Professional Services, xv
authentication
managing online, all devices, 78
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managing online, Microsoft Smartphone, 244
(see also personal channels)
managing online, Palm OS, 121
managing online, Symbian OS , 279
managing online, Windows Mobile 5 , 244
managing online, Windows Mobile 6 , 244
managing online, Windows Mobile Pocket PC, 161
maximum online, all devices, 78
maximum online, Microsoft Smartphone, 223, 244
maximum online, Palm OS, 97, 121
maximum online, Symbian OS, 263, 279
maximum online, Windows Mobile 5, 223, 244
maximum online, Windows Mobile 6, 223, 244
maximum online, Windows Mobile Pocket PC,
(see also public channels)
copying and pasting content, Microsoft Smartphone,
copying and pasting content, Palm OS, 104
copying and pasting content, Windows Mobile 5,
copying and pasting content, Windows Mobile 6,
copying and pasting content, Windows Mobile
copying and pasting content, Windows XP, 186
cutting and pasting content, Microsoft Smartphone,
cutting and pasting content, Palm OS, 104
cutting and pasting content, Windows Mobile 5,
CE (see M-Business Client on Microsoft Pocket PC)
Change HotSync Action dialog
cutting and pasting content, Windows Mobile 6,
cutting and pasting content, Windows Mobile Pocket
changing
(see also editing)
cutting and pasting content, Windows XP, 186
M-Business Client password in M-Business
finding content, Microsoft Smartphone, 228
finding content, Windows Mobile 5, 228
finding content, Windows Mobile 6, 228
finding content, Windows Mobile Pocket PC, 145
M-Business Client password in M-Business Server
personal channel properties, 64
Channel Manager
searching content, Microsoft Smartphone, 228
searching content, Palm OS, 102
searching content, Symbian OS, 266
searching content, Windows Mobile 5, 228
searching content, Windows Mobile 6, 228
searching content, Windows Mobile Pocket PC,
channel pages
channel refresh settings
settings, Channel Size Limit, 59
overriding by refreshing all content from a server,
Channel Size Limit channel setting
settings, Include Images, 60
channels
(see also clearing)
settings, Location, 59
(see also group channels)
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settings, Title, 59
M-Business Client server connection, 44
multiple servers, all devices, 71
multiple servers, Microsoft Smartphone, 227
URL (Location setting), 59
multiple servers, Windows Mobile 5, 227
multiple servers, Windows Mobile 6, 227
multiple servers, Windows Mobile Pocket PC, 144
server connection, Microsoft Smartphone, 205
server connection, Windows Mobile 5, 205
server connection, Windows Mobile 6, 205
server connection, Windows Mobile Pocket PC,
clearing
channel content, Microsoft Smartphone, 221
channel content, Palm OS, 95
channel content, Symbian OS, 261
channel content, Windows Mobile 5, 221
channel content, Windows Mobile 6, 221
channel content, Windows Mobile Pocket PC, 139
form data, Microsoft Smartphone, 243
connecting
(see also browsing online)
(see also synchronizing)
by Ethernet card, Windows Mobile 5, 240
by Ethernet card, Windows Mobile 6, 240
by Ethernet card, Windows Mobile Pocket PC, 157
form data, Windows Mobile Pocket PC, 159
memory, Microsoft Smartphone, 221
go online automatically, Microsoft Smartphone,
online cache, Microsoft Smartphone, 244
online cache, Palm OS, 121
go online automatically, Symbian OS, 263
go online automatically, Windows Mobile 5, 223
go online automatically, Windows Mobile 6, 223
going online automatically, Palm OS, 97
going online automatically, Windows Mobile Pocket
going online automatically, Windows XP, 180
remotely, Windows Mobile 5, 239
remotely, Windows Mobile 6, 239
remotely, Windows Mobile Pocket PC, 156
online cache, Symbian OS, 279
online cache, Windows Mobile 5, 244
online cache, Windows Mobile 6, 244
online cache, Windows Mobile Pocket PC, 161
Color Depth channel setting
Conduit list
configuring
contacting
controlling
maximum channel size, 59
M-Business Client on desktop computer, 41
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Index
conventions
forms in Forms Manager queue, Windows Mobile 6,
M-Business Anywhere documentation formatting,
forms in Forms Manager queue, Windows Mobile
M-Business Anywhere documentation graphics
cookies
deleting online cache (see clearing)
desktop computer
authentication for forms, 73
copy (see copying and pasting)
copying (see copying and pasting)
copying and pasting
system requirements for M-Business Client, 5
device-specific features
devices (see M-Business Client platforms)
directional pad (D-pad)
enabling, Microsoft Smartphone, 223
enabling, Windows Mobile Pocket PC, 141
navigating, Microsoft Smartphone, 223
navigating, Windows Mobile 5, 223
navigating, Windows Mobile 6, 223
navigating, Windows Mobile Pocket PC, 140
disabling
creating
(see also adding)
personal channels, all devices, 59
Custom dialog
(see also deleting)
cut (see cutting and pasting)
cutting (see cutting and pasteing)
cutting and pasting
(see also removing)
M-Business Client server connection, 54
M-Business Connect conduit, Microsoft
M-Business Connect conduit, Windows Mobile 5,
M-Business Connect conduit, Windows Mobile 6,
M-Business Connect conduit, Windows Mobile
server connection, Microsoft Smartphone, 216
server connection, Windows Mobile 5, 216
server connection, Windows Mobile 6, 216
server connection, Windows Mobile Pocket PC,
D
Datebook button
deleting
(see also clearing)
(see also removing)
(see also uninstalling)
forms in Forms Manager queue, Microsoft
forms in Forms Manager queue, Windows Mobile 5,
displaying form response
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forms in Forms Manager queue, Windows Mobile 6,
forms in Forms Manager queue, Windows Mobile
documentation
M-Business Client server connection, 46
email integration
downloading
images, all devices, 59
images, Microsoft Smartphone, 223
enabling
tables, Microsoft Smartphone, 223
directional pad (D-pad), Microsoft Smartphone,
directional pad (D-pad), Windows Mobile 5, 223
directional pad (D-pad), Windows Mobile 6, 223
directional pad (D-pad), Windows Mobile Pocket
drag-scrolling, Microsoft Smartphone, 223
drag-scrolling, Windows Mobile Pocket PC, 141
secure server connection, 53
enabling JavaScript (see JavaScript)
Ethernet card
downloading content to device (see synchronizing)
drag-scrolling
enabling, Microsoft Smartphone, 223
enabling, Windows Mobile Pocket PC, 141
F
E
file protocol
Edit Channel for User page
modifying personal channel properties, 64
Edit Server Profile dialog
finding
(see also searching)
content, all devices, 75
content, Microsoft Smartphone, 228
content, Windows Mobile Pocket PC, 145
editing
forms in Forms Manager queue, Microsoft
forms in Forms Manager queue, Windows Mobile 5,
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Firefox
editing in Forms Manager queue, Windows Mobile
desktop computer requirements, Microsoft
editing in Forms Manager queue, Windows Mobile
editing in Forms Manager queue, Windows Mobile
desktop computer requirements, Palm OS, 5
desktop computer requirements, Windows Mobile 5,
desktop computer requirements, Windows Mobile 6,
editing in Forms Manager queue, Windows XP,
desktop computer requirements, Windows Mobile
desktop computer requirements, Windows XP, 7
Follow Off-Site Links channel setting
offline, all devices, 72
offline, Microsoft Smartphone, 232
online, all devices, 72
font size
online, Microsoft Smartphone, 235
formatting conventions
forms
clearing, Microsoft Smartphone, 243
Forms Manager
clearing, Windows Mobile 5, 243
clearing, Windows Mobile 6, 243
clearing, Windows Mobile Pocket PC, 159
deleting in Forms Manager queue, Microsoft
deleting in Forms Manager queue, Palm OS, 109
deleting in Forms Manager queue, Symbian OS,
Forward button
deleting in Forms Manager queue, Windows Mobile
deleting in Forms Manager queue, Windows Mobile Forward menu option
deleting in Forms Manager queue, Windows Mobile
deleting in Forms Manager queue, Windows XP,
freeing memory
editing in Forms Manager queue, Microsoft
editing in Forms Manager queue, Palm OS, 108
editing in Forms Manager queue, Symbian OS, 271
(see also memory)
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Home menu option
frequency
full screen option
host name for server
server connection, configuring, 44
HotSync (Palm OS)
Change HotSync Action dialog, 91
HTML forms (see forms)
HTTP protocol
fully qualified host name
server connection, configuring, 44
HTTP proxy settings
HTTPS
authentication for forms, 73
connecting securely, 53
HTTPS protocol
G
graphics
(see also images)
graphics conventions
group channels
(see also channels)
(see also groups)
joining groups during M-Business Client
installation, 24
I
iAnywhere Solutions
groups
product information, xv
group administrator functions, 42
joining and leaving, all devices, 58
joining during M-Business Client installation, 24
images
including, all devices, 59
online bit depth, Microsoft Smartphone, 223
online bit depth, Palm OS, 97
online bit depth, Symbian OS, 263
online bit depth, Windows Mobile 5, 223
online bit depth, Windows Mobile 6, 223
online bit depth, Windows Mobile Pocket PC, 141
H
hard keys
hardware keyboard on device
help
on-device on Windows Mobile Pocket PC, 163
Home button
Include Images channel setting
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Index
infrared (IR) port
installing
enabling on pages without HandheldFriendly tag,
enabling on pages without HandheldFriendly tag,
M-Business Client with existing account, 26
M-Business Client with self-registration, 19
M-Business Client, with secure digital (SD) card on
M-Business Client, with secure digital (SD) card on
enabling on pages without HandheldFriendly tag,
enabling on pages without HandheldFriendly tag,
enabling on pages without HandheldFriendly tag,
installing M-Business Client
mobile device, 25
joining groups
integration
email, Microsoft Smartphone, 237
email, Windows Mobile 5, 237
email, Windows Mobile 6, 237
email, Windows Mobile Pocket PC, 154
L
landscape mode
leaving groups
Link Depth channel setting
Location channel setting
looking at channels (see viewing)
Internet Explorer (see Microsoft Internet Explorer)
interval
M
M-Business Anywhere
documentation set, xiii
technical support, xiv
M-Business channels
(see also channels)
M-Business Client
(see also M-Business Client on all devices)
(see also M-Business Client on Microsoft
Smartphone)
(see also M-Business Client on Palm OS)
(see also M-Business Client on Windows Mobile 5)
(see also M-Business Client on Windows Mobile
Pocket PC)
(see also M-Business Client on Windows XP)
(see also M-Business Client platforms)
J
JavaScript
enabling error display, Microsoft Smartphone, 223
enabling error display, Palm OS, 97
enabling error display, Symbian OS, 263
enabling error display, Windows Mobile 5, 223
enabling error display, Windows Mobile 6, 223
enabling error display, Windows Mobile Pocket PC,
enabling on pages without HandheldFriendly tag,
channel content not appearing on device,
enabling on pages without HandheldFriendly tag,
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device synchronization problems, troubleshooting,
installing with existing account, 26
installing with self-registration, 19
NT domain integration, 26
on-device help on Windows Mobile Pocket PC,
secure digital (SD) card support on Microsoft OS
secure digital (SD) card support on Symbian OS
system requirements, desktop computer, 5
troubleshooting channel content not appearing on
password, changing in M-Business Server
proxy settings, Internet Explorer, 49
recoverable synchronization, 76
remote connections, 76
secure digital (SD) card support, 16
secure server connection, enabling, 53
server connection, configuring, 44
server connection, disabling, 54
server connection, editing, 46
server connection, removing, 55
server information, setting, 44
server, refreshing all content, 46
synchronizing remotely, 76
troubleshooting device synchronization problems,
welcome page, troubleshooting, 289
M-Business Client on a mobile device
M-Business Client on all devices
browsing online, all devices, 76
caches, managing, 78
uninstalling from desktop computer, 33
using M-Business Client device-specific features,
using multiple computers with existing account, 26
using multiple computers with self-registration, 19
using multiple devices with existing account, 26
using multiple devices with self-registration, 19
M-Business Client on Microsoft Smartphone
(see also M-Business Client)
channels, adding public, 58
channels, managing on desktop, 57
channels, removing public, 58
configuring on desktop computer, 41
(see also M-Business Client on all devices)
channel lists, collapsing and expanding, 221
channels, temporarily clearing contents, 221
installing on desktop computer with existing
installing on desktop computer with self-
copying and pasting content, 230
cutting and pasting content, 230
email integration, 237
M-Business Connect conduit, disabling, 54
M-Business Server Administrator Console,
M-Business Server Administrator Console,
multiple servers setup, 71
forms, submitting while offline, 232
forms, submitting while online, 235
home page on device, 220
online cache, managing, 78
installing on desktop computer with existing
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Index
installing on desktop computer with self-
channel lists, collapsing and expanding, 95
channels, temporarily clearing contents, 95
configuring server connection, 83
connecting by modem, 114
connecting remotely, 114
copying and pasting content, 104
cutting and pasting content, 104
email integration, 111
M-Business Connect conduit, disabling, 216
maximum memory, setting, 244
navigating between pages, 222
navigating within page, 223
online cache, deleting page, 244
online cache, managing, 244
opening M-Business Connect on device, 206
forms, submitting while offline, 106
forms, submitting while online, 109
phoneto integration, 238
preferences, setting, 223
proxy server, adding connection, 212
searching content, 228
secure digital (SD) card, using with existing server
secure digital (SD) card, using with new server
server connection, configuring, 207
server connection, disabling, 216
server connection, disabling and removing, 216
server connection, existing, 209
server connection, proxy server, 212
server connection, re-enabling, 216
server connection, refreshing, 210
server connection, removing, 217
server connection, secure, 215
server connection, setting, 207
server connection, updating password, 210
home page on device, 94
installing on desktop computer with existing
installing on desktop computer with self-
M-Business Connect conduit, disabling, 91
maximum memory, setting, 121
online cache, deleting page, 121
online cache, managing, 121
phoneto integration, 113
preferences, setting, 97
proxy server, adding connection, 88
searching for content, 102
secure digital (SD) card, using with existing server
system requirements, desktop computer, 10
system requirements, device, 11
system requirements, Microsoft ActiveSync, 10
uninstalling from desktop computer, 33
uninstalling from device, 35
secure digital (SD) card, using with new server
server connection, configuring, 85
server connection, disabling, 91
server connection, disabling and removing, 91
server connection, existing, 86
server connection, proxy server, 88
server connection, re-enabling, 91
server connection, refreshing, 87
server connection, removing, 92
server connection, secure, 90
M-Business Client on Palm OS
(see also M-Business Client)
(see also M-Business Client on all devices)
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server connection, setting, 85
server connection, updating password, 87
synchronizing by infrared port, 115
synchronizing remotely, 114
synchronizing via modem, 114
system requirements, desktop computer, 5
system requirements, device, 6
uninstalling from desktop computer, 33
uninstalling from device, 33
phoneto integration, 275
preferences, setting, 262
proxy server, adding connection, 255
searching content, 266
secure digital (SD) card, using with existing server
secure digital (SD) card, using with new server
server connection, configuring, 251
server connection, disabling, 258
server connection, disabling and removing, 258
server connection, existing, 253
server connection, proxy server, 255
server connection, re-enabling, 258
server connection, refreshing, 253
server connection, removing, 258
server connection, secure, 257
server connection, setting, 251
server connection, updating password, 254
synchronizing remotely, 276
M-Business Client on Symbian OS
billable warning option, 263
channel lists, collapsing and expanding, 260
channels, temporarily clearing contents, 261
connecting remotely, 276
email integration, 274
forms, submitting while offline, 269
forms, submitting while online, 272
home page on device, 260
installing on desktop computer with existing
installing on desktop computer with self-
M-Business Connect conduit, disabling, 258
maximum memory, setting, 279
navigating between pages, 262
navigating within page, 262
system requirements, desktop computer, 12
system requirements, device, 12
system requirements, Nokia PC Suite, 12
uninstalling from desktop computer, 33
M-Business Client on Windows Mobile 5
(see also M-Business Client)
(see also M-Business Client on all devices)
channel lists, collapsing and expanding, 221
channels, temporarily clearing contents, 221
connecting by modem, 239
online cache, deleting page, 279
online cache, managing, 279
opening M-Business Connect on device, 250
opening Server Options in place of M-Business
Connect on device, 250
connecting remotely, 239
copying and pasting content, 230
cutting and pasting content, 230
email integration, 237
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Index
forms, submitting while offline, 232
forms, submitting while online, 235
system requirements, desktop computer, 8
system requirements, device, 9
system requirements, Microsoft ActiveSync, 8
hardware keyboard on device, 220
home page on device, 220
installing on desktop computer with existing
installing on desktop computer with self-
uninstalling from desktop computer, 33
M-Business Client on Windows Mobile 6
M-Business Connect conduit, disabling, 216
maximum memory, setting, 244
channel lists, collapsing and expanding, 221
channels, temporarily clearing contents, 221
navigating between pages, 222
navigating within page, 223
connecting by modem, 239
connecting remotely, 239
online cache, deleting page, 244
online cache, managing, 244
opening M-Business Connect on device, 206
copying and pasting content, 230
cutting and pasting content, 230
email integration, 237
phoneto integration, 238
preferences, setting, 223
proxy server, adding connection, 212
searching content, 228
forms, submitting while offline, 232
forms, submitting while online, 235
secure digital (SD) card, using with existing server
hardware keyboard on device, 220
home page on device, 220
secure digital (SD) card, using with new server
installing on desktop computer with existing
installing on desktop computer with self-
M-Business Connect conduit, disabling, 216
maximum memory, setting, 244
navigating between pages, 222
navigating within page, 223
online cache, deleting page, 244
online cache, managing, 244
opening M-Business Connect on device, 206
server connection, configuring, 207
server connection, disabling, 216
server connection, disabling and removing, 216
server connection, existing, 209
server connection, proxy server, 212
server connection, re-enabling, 216
server connection, refreshing, 210
server connection, removing, 217
server connection, secure, 215
server connection, setting, 207
server connection, updating password, 210
synchronizing by Ethernet card, 240
synchronizing remotely, 239
phoneto integration, 238
preferences, setting, 223
proxy server, adding connection, 212
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searching content, 228
secure digital (SD) card, using with existing server
secure digital (SD) card, using with new server
forms, submitting while offline, 149
forms, submitting while online, 152
hardware keyboard on device, 138
home page on device, 138
server connection, configuring, 207
server connection, disabling, 216
server connection, disabling and removing, 216
server connection, existing, 209
server connection, proxy server, 212
server connection, re-enabling, 216
server connection, refreshing, 210
server connection, removing, 217
server connection, secure, 215
server connection, setting, 207
synchronizing by Ethernet card, 240
synchronizing remotely, 239
installing on desktop computer with existing
installing on desktop computer with self-
M-Business Connect conduit, disabling, 133
maximum memory, setting, 161
online cache, deleting page, 161
online cache, managing, 161
phoneto integration, 155
preferences, setting, 141
system requirements, desktop computer, 9
system requirements, device, 10
system requirements, Microsoft Mobile Device
proxy server, adding connection, 130
searching for content, 145
secure digital (SD) card, using with existing server
secure digital (SD) card, using with new server
uninstalling from desktop computer, 33
server connection, configuring, 127
server connection, disabling, 133
server connection, disabling and removing, 133
server connection, existing, 128
server connection, proxy server, 130
server connection, re-enabling, 133
server connection, refreshing, 129
server connection, removing, 134
server connection, secure, 132
server connection, setting, 127
server connection, updating password, 129
synchronizing by Ethernet card, 157
synchronizing remotely, 156
M-Business Client on Windows Mobile Pocket PC
(see also M-Business Client)
(see also M-Business Client on all devices)
channel lists, collapsing and expanding, 139
channels, temporarily clearing contents, 139
connecting by Ethernet card, 157
connecting by modem, 156
connecting remotely, 156
copying and pasting content, 147
cutting and pasting content, 147
email integration, 154
system requirements, desktop computer, 6
system requirements, device, 7
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system requirements, Microsoft ActiveSync, 6
uninstalling from desktop computer, 33
uninstalling from device, 34
server connection, proxy server, 172
server connection, re-enabling, 175
server connection, refreshing, 170
server connection, removing, 175
server connection, secure, 174
server connection, setting, 169
M-Business Client on Windows Vista (see M-Business
Client on Windows XP)
M-Business Client on Windows XP
(see also M-Business Client)
(see also M-Business Client on all devices)
server connection, updating password, 171
synchronizing remotely, 196
system requirements, desktop computer, 7
system requirements, device, 7
channels, temporarily clearing contents, 179
configuring server connection, 167
connecting by modem, 196
connecting remotely, 196
system requirements, Microsoft ActiveSync, 7
uninstalling from desktop computer, 33
uninstalling from device, 35
copying and pasting content, 186
cutting and pasting content, 186
email integration, 194
M-Business Client platforms
(see also M-Business Client on all devices)
(see also M-Business Client on Microsoft
Smartphone)
forms, submitting while offline, 188
forms, submitting while online, 192
home page on device, 178
installing on desktop computer with existing
installing on desktop computer with self-
maximum memory, setting, 201
(see also M-Business Client on Palm OS)
(see also M-Business Client on Windows Mobile 5)
(see also M-Business Client on Windows Mobile
Pocket PC)
(see also M-Business Client on Windows XP)
all devices, configuring on desktop computer, 41
all devices, managing channels on desktop
all devices, using M-Business Client, 69
Microsoft Smartphone, configuring server
online cache, deleting page, 201
online cache, managing, 201
Microsoft Smartphone, using M-Business Client,
Palm OS, configuring server connection, 83
Symbian OS, configuring server connection, 249
Windows Mobile 5, configuring server connection,
phoneto integration, 195
preferences, setting, 180
searching content, 184
server connection, configuring, 169
server connection, disabling, 175
server connection, disabling and removing, 175
server connection, existing, 170
Windows Mobile 6, configuring server connection,
Windows Mobile Pocket PC, configuring server
304
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Windows Mobile Pocket PC, using M-Business
using multiple, Microsoft Smartphone, 227
using multiple, Palm OS, 100
Windows XP, configuring server connection, 167
M-Business Connect
using multiple, Symbian OS, 265
using multiple, Windows Mobile 5, 227
using multiple, Windows Mobile 6, 227
using multiple, Windows Mobile Pocket PC, 144
managing
password, changing on Windows Mobile Pocket PC,
online cache, all devices, 78
online cache, Microsoft Smartphone, 244
online cache, Palm OS, 121
online cache, Symbian OS , 279
online cache, Windows Mobile 5 , 244
online cache, Windows Mobile 6 , 244
online cache, Windows Mobile Pocket PC, 161
server connection, Microsoft Smartphone, 207
server connection, Windows Mobile 5, 207
server connection, Windows Mobile 6, 207
server connection, Windows Mobile Pocket PC,
M-Business Connect conduit
disabling, all devices , 54
disabling, Microsoft Smartphone, 216
troubleshooting problems with Microsoft
maximum font size
M-Business Server
(see also Administrator Console)
(see also connecting)
caches, managing, 78
home page on device, Microsoft Smartphone, 220
home page on device, Palm OS, 94
home page on device, Symbian OS, 260
home page on device, Windows Mobile 5, 220
home page on device, Windows Mobile 6, 220
home page on device, Windows Mobile Pocket PC,
secure connection, all devices, 53
secure connection, Microsoft Smartphone, 215
secure connection, Palm OS, 90
secure connection, Symbian OS, 257
secure connection, Windows Mobile 5, 215
secure connection, Windows Mobile 6, 215
secure connection, Windows Mobile Pocket PC,
maximum memory
setting, Microsoft Smartphone, 244
memory
(see also caches)
clearing, all devices, 66
clearing, Microsoft Smartphone, 221
using multiple, all devices, 71
clearing, Windows Mobile 5, 221
clearing, Windows Mobile 6, 221
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clearing, Windows Mobile Pocket PC, 139
modifying (see editing)
saving, all devices, 59
memory card (see secure ditital (SD) card)
Microsoft ActiveSync
multiple computers
M-Business Client with existing account, 26
M-Business Client with self-registration, 19
multiple devices
troubleshooting problems with M-Business Connect
M-Business Client with existing account, 26
M-Business Client with self-registration, 19
multiple servers
Microsoft Internet Explorer
desktop computer requirements, Microsoft
desktop computer requirements, Palm OS, 5
desktop computer requirements, Windows Mobile 6,
desktop computer requirements, Windows Mobile
desktop computer requirements, Windows XP, 7
proxy settings, all devices, 49
Microsoft Mobile Device Center
Microsoft NT Domain (see NT domain integration)
Microsoft Smartphone (see M-Business Client on
Microsoft Smartphone)
N
naming
navigating
M-Business Client on Microsoft Smartphone,
M-Business Client on Microsoft Smartphone, within
M-Business Client on Symbian OS, between pages,
M-Business Client on Symbian OS, within page,
M-Business Client on Windows Mobile 5, between
M-Business Client on Windows Mobile 5, within
M-Business Client on Windows Mobile 6, between
M-Business Client on Windows Mobile 6, within
Microsoft Windows
M-Business Client system requirements, desktop
Microsoft Windows NT Domain (see NT domain
integration)
Microsoft Windows NT LAN Manager
accessing secure channels, 68
minimum font size
mobile devices (see M-Business Client platforms)
modem
M-Business Client on Windows Mobile Pocket PC,
network access
Ethernet card, Windows Mobile 5, 240
306
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Ethernet card, Windows Mobile 6, 240
Ethernet card, Windows Mobile Pocket PC, 157
image bit depth, Palm OS, 97
image bit depth, Symbian OS, 263
image bit depth, Windows Mobile 5, 223
image bit depth, Windows Mobile 6, 223
image bit depth, Windows Mobile Pocket PC, 141
online help
online mode
Nokia PC Suite
NT domain integration
Open Page button
installing M-Business Client with an existing
NT LAN Manager (see Microsoft Windows NT LAN
Manager)
Open Page menu option
NTLM (see Microsoft Windows NT LAN Manager)
operating systems
(see also M-Business Client platforms)
Option Manager
O
offline
offline mode
options
on-device help
setting, Microsoft Smartphone, 223
M-Business Client on Windows Mobile Pocket PC,
Options window
overriding channel refresh settings
by refreshing all content from a server, 46
on-device help (Windows Mobile Pocket PC only)
online
(see also caches)
image bit depth default, all devices, 59
image bit depth, all devices, 59
image bit depth, Microsoft Smartphone, 223
P
Palm (see M-Business Client on Palm OS)
Palm OS (see M-Business Client on Palm OS)
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Index
passwords
authentication for forms, 73
changing in M-Business Connect on Microsoft
changing in M-Business Connect on Symbian OS,
Preferences dialog
changing in M-Business Connect on Windows
changing in M-Business Connect on Windows
changing in M-Business Connect on Windows
changing in M-Business Connect on Windows XP,
M-Business Client server account, 44
M-Business Server Administrator Console,
proxy settings
M-Business Connect, Windows Mobile Pocket PC,
Microsoft Internet Explorer, detecting, 49
public channels
(see also channels)
paste (see copying and pasting) (see cutting and pasting)
pasting (see copying and pastine) (see cutting and
pasting)
adding, all devices, 58
deleting, all devices, 65
personal channels
removing, all devices, 58, 65
(see also channels)
adding, all devices, 59
deleting, all devices, 65
modifying settings, all devices, 64
removing, all devices, 65
Q
qualified host name
server connection, configuring, 44
R
personal information
re-enabling
server connection, Microsoft Smartphone, 216
server connection, Windows Mobile 5, 216
server connection, Windows Mobile Pocket PC,
phoneto integration
server connection, Windows Mobile65, 216
recoverable synchronization
Refresh channel setting
platforms (see M-Business Client platforms)
Pocket PC (see M-Business Client on Windows Mobile
Pocket PC)
preferences
refresh settings
setting, Microsoft Smartphone, 223
refreshing
308
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page content, all devices, 46
page content, Microsoft Smartphone, 243
page content, Windows Mobile 5, 243
page content, Windows Mobile 6, 243
page content, Windows Mobile Pocket PC, 159
server connection, Microsoft Smartphone, 210
server connection, Windows Mobile 5, 210
server connection, Windows Mobile 6, 210
server connection, Windows Mobile Pocket PC,
server connection, Windows Mobile 6, 217
server connection, Windows Mobile Pocket PC,
S
saving memory (see memory)
scanner
enabling, Windows Mobile Pocket PC, 141
schedule
SD card (see secure digital (SD) card)
searching
registering your account
(see also finding)
content, Microsoft Smartphone, 228
(see also accounts)
installing M-Business Client with self-registration,
content, Windows Mobile Pocket PC, 145
secure channels
Reload Page button
Reload Page menu option
Secure Connection icon
reloading page
secure connection to server (see connecting) (see M-
Business Server)
secure digital (SD) card
M-Business Client support on Microsoft OS devices,
M-Business Client support on Symbian OS devices,
Microsoft Smartphone, using with existing server
Microsoft Smartphone, using with new server
removing
(see also deleting)
(see also disabling)
(see also uninstalling)
personal channels, all devices, 65
public channels, all devices, 65
server connection, all devices, 55
server connection, Microsoft Smartphone, 217
server connection, Windows Mobile 5, 217
Palm OS, using with existing server connection, 86
Palm OS, using with new server connection, 85
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Symbian OS, using with existing server connection,
Symbian OS, using with new server connection,
Windows Mobile 5, using with existing server
editing, Windows Mobile Pocket PC, 128
Windows Mobile 5, using with new server
Windows Mobile 6, using with existing server
Windows Mobile 6, using with new server
Windows Mobile Pocket PC, using with existing
Windows Mobile Pocket PC, using with new server
removing, all devices , 55
removing, Microsoft Smartphone, 217
secure proxy settings
security
selecting server
Server Manager link
navigating between accounts, 179
Server Properties dialog
Server Settings dialog
server connection
servers (see M-Business Server) (see proxy settings)
(see selecting server) (see server connection) (see
synchronizing)
configuring, Microsoft Smartphone, 207
Servers button
Servers drop-down list
setting
(see also configuring)
(see also specifying)
server connection, Microsoft Smartphone, 207
server connection, Windows Mobile 5, 207
server connection, Windows Mobile 6, 207
editing, Microsoft Smartphone, 209
310
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server connection, Windows Mobile Pocket PC,
switching servers
synchronization frequency, 61
setting up
(see also configuring)
(see also installing)
M-Business Client on desktop computer, 41
M-Business Client server connection, all devices,
Sybase Online Support Services
Symbian OS (see M-Business Client on Symbian OS)
Sync Only channel setting
proxy server, all devices, 49
secure server connection, all devices, 53
showing (see viewing)
images, Microsoft Smartphone, 223
Sync Options panel
synchronization
tables, Microsoft Smartphone, 223
synchronizing
by Ethernet card, Windows Mobile 5, 240
by Ethernet card, Windows Mobile 6, 240
by Ethernet card, Windows Mobile Pocket PC, 157
images, Microsoft Smartphone, 223
SIP (see software input panel (SIP))
Smartphone (see M-Business Client on Microsoft
Smartphone)
software input panel (SIP)
specifying
(see also configuring)
(see also setting)
remotely, all devices, 76
channel settings, Channel Size Limit , 59
channel settings, Color Depth , 61
channel settings, Follow Off-Site Links , 61
channel settings, Include Images , 60
channel settings, Link Depth , 60
channel settings, Location , 59
channel settings, Refresh, 61
channel settings, Title , 59
remotely, Windows Mobile 5, 239
remotely, Windows Mobile 6, 239
remotely, Windows Mobile Pocket PC, 156
submitting forms (see forms)
Switch Servers button
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securely, all devices, 53
securely, Microsoft Smartphone, 215
troubleshooting
tables, Microsoft Smartphone, 223
M-Business Client channel content not appearing on
M-Business Client device synchronization
M-Business Client welcome page, 289
Microsoft ActiveSync and M-Business Connect
U
synchronizing remotely (see synchronizing)
syncing (see synchronizing)
system requirements
uninstalling
M-Business Client from all devices, 33
M-Business Client from desktop computer, 33
M-Business Client from Microsoft Smartphone, 35
M-Business Client from Windows Mobile Pocket
M-Business Client, all devices, 5
M-Business Client, desktop computer, 5
T
tabbing
tables
updating content on device (see synchronizing)
URLs
channel Location setting, 59
user accounts (see accounts)
technical support
text
user name
authentication for forms, 73
users
account, accessing with browser, 42
account, existing with multiple computers, 26
account, existing with multiple devices, 26
account, self-registration with multiple computers,
account, self-registration with multiple devices, 19
Title channel setting
V
viewing
(see also channels)
channels, Microsoft Smartphone, 220
312
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viewing online content (see browsing online)
W
Web browser (see browser) (see M-Business Client)
Windows (see Microsoft Windows)
Windows CE (see M-Business Client on Windows
Mobile Pocket PC)
Windows Mobile 5 (see M-Business Client on
Windows Mobile 5)
Windows Mobile Pocket PC (see M-Business Client on
Windows Mobile Pocket PC)
Windows Mobile6 (see M-Business Client on Windows
Mobile 6)
Windows NT domain integration (see NT domain
integration)
Windows NT LAN Manager (see Microsoft Windows
NT LAN Manager)
Windows Vista User Guide chapters
Windows XP (see M-Business Client on Windows XP)
Wireless Status bar
working offline
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