Efile User Reference Guide

eFile

TM

User Reference Guide

Copyright © DynoPlex, Inc 2002-2007 Version 4.1

Dynoplex eFile User Reference Guide Table of Content 1. Requirements and compatibility 2. Download 3. Activation 4. eFile 4.1 eFile Overview 4.2 eFile first launch 4.3 Navigation 4.4 Start Menu 4.5 Settings 4.6 Files and folders 4.7 Date and time 4.8 Registry editor 5. eFile Desktop 5.1 eFile Desktop overview 5.2 Installation 5.3 Navigation 5.4 Transferring files 5.5 Configuring BlackBerry-Desktop connection 6. Printers

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Dynoplex eFile User Reference Guide

1. Requirements and compatibility Dynoplex eOffice is compatible with all BlackBerry devices. According to the number of applications of the suite you are going to install it requires from 690Kb to 1.5Mb of free memory space. Though modern devices have more than enough memory space to maintain eOffice please see the table below to get acquainted with basic requirements:

Products\Bundles eOffice Professional eOffice Standard eOffice Basic MasterDoc eFile eCell eWord eWorks ViewAll PlayAll

Required Memory Space

1.2 Mb 1.0 Mb 1.0 Mb 900 K 690 K 850 K 720 K 812 K 763 K 712 K

You can check free memory under Options-Status-File free.

Note 1: all bundles and standalone applications require eFile and core applications installed on the handheld. eSpell also needs dictionary files (min 90K).

Note 2: Applications can be installed only on local built-in memory.

Note 3: Besides memory requirements there are also limitations of RIM OS itself. It won’t support more than 255 modules. If the number of installed modules exceeds this value some of applications will stop working.

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Dynoplex eFile User Reference Guide

2. Download Dynoplex provides two different ways of loading its applications on the handheld to make this process more convenient and reliable. You can use any of the methods described below. Please follow the installation procedure carefully and pay attention to the notes at the end of each section. This will help you to set up and configure the software correctly and avoid installation issues.

2.1 OTA installation OTA (Over-the-Air) installation allows you to install Dynoplex applications directly on your BlackBerry®. This is the most quick and convenient way to load the software. If something doesn’t

go as it is described please go to section 2.4 “Troubleshooting”. Follow the steps below to install the applications:

1. Open BlackBerry Browser 2. Go to www.dynoplex.com 3. Select Mobile Version 4. Downloads 5. Select application to download The application will be automatically downloaded and installed on you device.

Note 1: If you wish to have ability to transfer files from your desktop to the device over-the-air installation requires some additional steps to be performed – you should also download and install eFile on your desktop.

Note 2: If you install eSpell or any bundle which includes this application the dictionaries will be loaded afterwards, when you initially run the application.

Note 3: Some applications are not available for OTA installation.

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Dynoplex eFile User Reference Guide 2.2 Desktop installation Desktop Installation is another way to install native BlackBerry software and 3rd party applications. Though it takes more time than OTA one it automatically loads all necessary files and modules. For instance it loads eSpell dictionaries alongside with the installation of applications. If something doesn’t go as it is described please go to section 2.4 “Troubleshooting”. Before loading Dynoplex applications please check whether handheld software and BlackBerry Desktop Manager have the same versions. You can check handheld software version under Options->Status on your device. To check BlackBerry Desktop Manager version please launch it and press Help->About. Use the instructions below to load software and install it on the handheld:

A. Download the applications on the computer 1. Go to http://www.dynoplex.com 2. Click Downloads 3. Download the needed application

B. Install the applications on your computer 1. 2. 3. 4.

Close BlackBerry Desktop Manager Plug your handheld to the desktop Run the installation script downloaded in the step A Follow the prompts to finish the installation

C. Install Dynoplex applications on your device 1. 2. 3. 4. 5. 6. 7. 8. 9.

Plug your handheld to the computer Launch BlackBerry Desktop Manager Open Application Loader In the new window hit next. The communication will be established. Hit next and you’ll see Application Selection Window Check all Dynoplex Applications Check MemoPad and Tasks Hit Next. The list of the applications to be installed will be presented Hit Finish

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Dynoplex eFile User Reference Guide 2.3 Results When product is installed new icons appear in the main screen of your BlackBerry ®. They are eFile, eOffice and MasterDoc 1 . Please see detailed information in the corresponding sections.

2.4 Troubleshooting 2.4.1 •

OTA installation troubleshooting Error 907: invalid code file

This error means that browser you are using doesn’t support applications download service. You should use standard BlackBerry browser which provides this ability. WAP browsers are not compatible. •

Error 406: Not acceptable. The page you are trying to load is not supported by the browser. Please try loading a different page

This error means that browser you are using doesn’t support PHP and JavaScript (most of WAP browsers are not compatible). You should use standard BlackBerry browser which provides this ability. Please check the address and use BlackBerry browser to open the page. •

Error 404: page not found

You’ve entered incorrect address. Please check it and try to open the page once again. If problem persists please contact support. •

I’ve installed some applications but cannot find their shortcuts on the bottom line or under Start-Programs in eFile…

To resolve this issue perform hard reset on your handheld, i.e. unplug it from desktop and do not switch it off – just take the battery out, wait for 10 seconds and put it back. Please contact support if it doesn’t help.

Note: If your handheld has special folder for applications eFile and other icons are placed there by

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MasterDoc icon appears only in case this application is included in the installation bundle.

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Dynoplex eFile User Reference Guide default. You can also check whether applications are installed or not under Options-Advanced Options-Applications. If you see Dynoplex records there that means that applications are successfully installed and you need to perform hard reset to get the icons in the screen.

2.4.2 •

Desktop installation troubleshooting Invalid digital signatures

This message appears when your company doesn’t allow to install 3rd party applications on the handheld. Please contact your IT department to clarify the situation or contact Dynoplex customer care service for assistance. •

No MemoPad or Tasks in the list or application loader says that I do not have some applications installed

That means that you do not have handheld software installed on your desktop (check in Desktop Manager -> Help -> About Desktop Manager -> Device Software: your handheld software version should be listed there). This software is used to install 3rd party applications on the handheld and provides ability to control core BlackBerry features. Go to http://www.dynoplex.com/rimos.shtml to download this software. Open the page – Select your carrier – Follow the prompts and download Wireless Handheld Software for your device If you do not see your carrier in the list please contact it directly and ask for Handheld Software for your BlackBerry. •

I’ve installed Dynoplex applications but cannot see any of them in Application Selection Wizard under Application Loader

There are two reasons which can cause the issue. 1. You do not have Handheld software installed on your desktop (check in Desktop Manager -> Help -> About Desktop Manager -> Device Software: your handheld software version should be listed there). This software is used to install 3rd party applications on the handheld and provides ability to control core BlackBerry features. Go to http://www.dynoplex.com/rimos.shtml to download this software.

2. If your handheld software seems to be OK you can add Dynoplex applications manually by pressing “Add” button. Dynoplex modules can be found here: C:\Program Files\Research In Motion\BlackBerry\Loader Files Add all .alx files one by one by pressing “Open” in the dialog window.

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Dynoplex eFile User Reference Guide

3. Activation 3.1 Trial By default Dynoplex provides 7-days trial for all applications. To sing up for free trial you should launch eFile and select “Sing up for a free trial” option to start evaluating the product. During this period this will be fully fictional copy. When trial period expires the application will be blocked and you’ll have to put activation key in to unlock it.

3.2 Activation Key Activation key is automatically provided when purchase is complete. You can find it in one of your purchase confirmation e-mails. Though notifications from various resellers look different as a rule they contain the following information: • • •

Order ID Customer Name and contact information Activation key

All activation keys look like this RS0xx-xxxxx-xxxxx. Each key contains 15 characters to be input during the activation process.

3.3 Activating the product All activations of Dynoplex products go through network connections and require data plan. If you are activating the copy for the first time please use the instructions below to activate your copy. In case you have changed devices and need to transfer the license to the new handheld please go to section 3.3 “Changing Devices”. Open eFile and select “Activate Commercial License” in the registration wizard.

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Dynoplex eFile User Reference Guide Put your activation key in and when it is done click on “Submit”.

In the new window you should fill in personal info. Click on “Apply personal info” to complete registration.

3.4 Changing Devices If you are going to change your handheld you should transfer your license first. To do that please go to www.dynoplex.com, enter My Account section and log in using your User ID and password which were included in your registration confirmation e-mail. Then click on Profile Management and enter your new device PIN. You can find your device PIN number under Options->Status on the handheld. When it is done your license is ready to be reactivated. Please open eFile and select Confirm Existing Registration in the registration wizard and click on Submit. You do not need to put any activation keys in again. If you are not able to change your PIN number yourself please Dynoplex customer care services.

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Dynoplex eFile User Reference Guide 3.5 Buy Now 2 This option allows users to purchase applications right from the handheld. Buy now option is comes up in the registration wizard. If you’ve already registered some applications before and registration wizard doesn’t pop up on the launch of eFile you can easily invoke it pressing Start-Settings-Register. When you click on Buy Now the screen looks as it is shown on the picture. Here you can select an application and get brief information about it. Press “Continue” to get to the next screen.

The following window comes up. To process the purchase all fields should be filled. All fields are essential. To finish the process please click on “Continue” and follow the prompts.

3.6 Troubleshooting •

Errors 535, 537 and 400

This error message means you have invalid network settings or firewall doesn’t allow you to access Dynoplex server. Error 537 can also appear if you are out of coverage zone. The actions below can help you resolve the issue:

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This option is not available in some releases. All purchase information goes through secure connection and processed by Dynoplex Inc.

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Dynoplex eFile User Reference Guide

1. 2. 3. 4.

Go to Options - Security Options - Firewall Press the wheel (BlackBerry ® button) and click on Reset settings Go to main screen and launch eFile If Registration Wizard pops up scroll down and press Cancel. It will show standard eFile screen with Start button in the lower left corner. 5. Click on Start –> Settings –> Network –> Hosted Server 6. Press Start –> Settings –> Advanced –> And select any of the options there (if you have BIS, WAP, IPPP for BIBS options please try them first) 7. Start- Settings –> Register –> Select your registration method and follow the steps advised in sections 3.2 or 3.3. Note: All changes performed above do not affect other applications or decrease security level on your BlackBerry. •

error 503

This error message means that invalid server is selected which your BlackBerry uses to go to Internet or specified server does not work. Use the steps below to switch outgoing server. 1. Open eFile 2. If Registration Wizard pops up scroll down and press Cancel. It will show standard eFile screen with Start button in the lower left corner. 3. Click on Start –> Settings –> Network –> Hosted Server 4. Try to register again: Start- Settings –> Register –> Select your registration and follow the steps advised in sections 3.2 or 3.3.

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Dynoplex eFile User Reference Guide

4. eFile 4.1 eFile Overview eFile is an advanced free BlackBerry file manager. It provides quick access to all Dynoplex applications and allows to browse files stored locally on BlackBerry built-in memory, SD cards and online file storage (see section “Online file storage”). It also includes key functions for updating, registering, adding and erasing applications. Users can easily create folders, rename files and move them between directories. File type associations allow immediate application launch from eFile.

4.2 Launching When you launch eFile for the first time it shows standard BlackBerry security message. Please check all boxes in this window and hit allow this connection. Otherwise you won’t have ability to access device built-in memory and extension SD-cards.

4.3 Navigation eFile user interface looks as it is shown below. It has 5 main elements divided by functionality: • • • • •

Date and Time Toolbar with buttons to run different commands Start Menu for launching applications, configuring settings and other options Shortcuts for applications File management are containing tree view panel (right pane) and list view panel (left pane) delimited by a vertical line to browse file and folders

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Dynoplex eFile User Reference Guide There are several ways to navigate in eFile: -

-

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Use tree and list items in the toolbar to access left and right panes for files and folders navigation Click Start button and select Focus item and choose any of the offered options You can also switch between the elements by holding ALT button and pressing the wheel

You can also alter the width of the tree view and list view panels. To do that, highlight one of the panels, and then start rolling wheel clockwise or counterclockwise (or left and right in case your BlackBerry ® has trackball) while holding down the ALT button. Now you can also navigate using mouse cursor by clicking on the icons as you do it on your desktop. To activate mouse you can type word “mouse” while in the screen of eFile or go to Start -> Settings -> Interface and check this option to activate.

4.4 Start Menu Start Menu contains the following items: •

Programs – provides list of installed applications and allows you to launch them by clicking on the corresponding icons

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Recent – shows the list of currently opened files

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Settings – this submenu contains list of the items which provide you access to various settings and configurations of the system (see section 4.4)

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Focus – shows list of general components of 13

Dynoplex eFile User Reference Guide eFile •

Search – looks for files and folders located in the built in phone memory and extension cards

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About – contains information about current version of eFile

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Exit – closes eFile

4.5 Settings submenu The settings menu group can be evoked through Start > Settings and looks as it is show on the picture.

It contains the following items: •

Add programs – In case you decide to extend your Dynoplex package with additional applications this option allows you to download and install software wirelessly. It contains the list of all Dynoplex applications. If you wish to load a new one – just click on add button right to the application label. Remove button completely erases application. If application is already installed on the handheld it has only remove option in other case it has Add button right to its label.

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Dynoplex eFile User Reference Guide •

Interface – launches the main window visual settings dialogue.

Mouse - turns on mouse in eFile Dynoplex applications Show toolbar – shows/hides the toolbar Theme – changes theme interface

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Network – enables to configure network settings

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Printers – this option allows you to manage you network and Bluetooth printers. In order to use network printer you should have BES (BlackBerry Enterprise Server) and eFileServer installed. Individual clients can use PDA printers (see section “Printers”).

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Register – launches registration wizard for activating the copy and check applications’ license status. Each application has its registration status as it is show on the picture below:

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Registry Editor – launches register editing utility

4.6 Files and folders All operations in eFile are initiated either through a popup menu or through the toolbar buttons. To access the menu, click the roller wheel while standing on any folder or file. The following are basic folder and file processing operations in eFile: creating, opening, closing, copying, pasting cutting, renaming and deleting. The full path to the current folder is displayed in the program title row. eFile contains two root folders by default: Local and Network. Local folder contains files and folders operated by eFile FS. Network folder provides access to online file storage. These folders are parent to all user folders and files and cannot be removed or renamed

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Dynoplex eFile User Reference Guide

If your device runs OS 4.2 or higher you’ll also have Internal folder to access both built-in flash memory and micro-SD cards. Under Internal you can find Device and SD card folders for internal and card memory respectively.

You can create a new folder using one of the two following methods: • Highlight the parent folder, then evoke the menu by pressing the wheel and choosing the “New Folder” item • Select the “New Folder” button on the toolbar a popup menu appears with multiple options. Choose ‘New Folder’. Name your folder and confirm your action by pressing ‘Create new folder’ in the dialogue that appears to complete the operation.

Additionally, the tree view folder options menu contains the following items: ‘open’, ‘rename’, and ‘delete’, which allow the corresponding operations. “List view” options give extra functionality to folder operations: ‘up’ (to move up the folder hierarchy), ‘cut’, ‘paste’ (appears when ‘cut’ is already selected) and ‘copy’.

Note: You are not allowed to create any folders on a root level of eFile

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Dynoplex eFile User Reference Guide 4.7 Date and Time There is a Date and Time option in the right bottom corner of eFile. If you highlight the option current date will be displayed.

If Data and Time option is highlighted you can click on you can click once to full screen of this utility.

4.8 Registry Editor Registry editor was designed to simplify configuring the application and fixing different issues. Please do not make any changes yourself in device register this can cause unpredicted issues. 17

Dynoplex eFile User Reference Guide Format is an internal eFile file system command which completely erases eFile internal data and brings the system to initial conditions. It is used to resolve critical issues when data is corrupted or something goes wrong during installation process. You can evoke this command by launching Registry Editor under Start-Settings in eFile and pressing the wheel to evoke application dropdown menu. Note: if format is performed all data stored in eFile will be removed without any possibility to restore. Please back up all necessary data before calling this command. You can transfer all valuable files on your desktop using eFile Desktop application (see section 12).

4.9 Troubleshooting •

Not able to open Network folder

Please use the instructions provided in section 3.5.

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Dynoplex eFile User Reference Guide

5. eFile Desktop 5.1 Overview eFile Desktop is a PC solution which enables users to transfer files from desktop to BlackBerry using USB cradle, share desktop folders for wireless access get device screenshots. eFile Desktop converts files for compatibility with BlackBerry OS as desktop and handheld file systems are very different. Please notice that after conversion some document formatting can be lost because of device limitations.

5.2 Installation eFile Desktop appears automatically if you install your applications via your PC using BlackBerry Desktop Manager, so if this is your case you can easily skip this section and go to the next one. You can find eFile Deskop under Start-Programs-Dynoplex-eFile on the PC. In case you used OTA installation you should download the application and install it. You can find the installer on our website: go to www.dynoplex.com and then click on “Downloads” to enter application downloads section or use this direct link: http://www.dynoplex.com/downloads_v40.shtml. Find eFile and click on Download. When you click on download it will ask you offer you two options: Run and Save. You should click on Save option and select place where to save the installer. When it is loaded connect your handheld to the PC and run the file. It will be unpacked and installed on the desktop. You’ll be able to find new its icon under Start-Programs-Dynoplex-eFile.

5.3 Navigation

When eFileDesktop is launched it looks as it is shown on the picture below. The window is divided into two panes. Left pane is your computer and right one is your desktop. The window is separated by vertical line with right and left directed arrows. These arrows become active when you highlight any file and used to transfer files from BlackBerry to desktop and back. There is dropdown menu above each pane with files and folders tree to navigate. Left pane dropdown menu contains only two choices Wireless Server and Device Files.

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Dynoplex eFile User Reference Guide

If you select device files current device file system will be displayed with files and folders. When you select Wireless Server it comes up with the following screen:

Enter your username and password to connect to the server. This solution allows you to view files and folders stored in your account on Dynoplex server which are also accessible from your device.

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Dynoplex eFile User Reference Guide 5.4 Transferring Files eFile Desktop is a powerful tool which enables you to transfer files from BlackBerry® to desktop and back. Use the instructions below to transfer your files.

1. Launch eFile Desktop. You can find its icon under Start-Programs-Dynoplex-eFile-eFile Desktop on your PC. 2. Connect the handheld to your computer 3. If you wish to transfer a file from your computer to the handheld locate the needed file in the l pane, highlight it and use the arrow in the center of the screen to transfer files from left to right. The following dialog will appear:

If you wish to keep file unconverted select first option “Transfer without conversion”. In this case you won’t be able to view or edit files with eWord or eCell applications as they do not support native files. In case you wish to edit your documents with eWord or eCell please check “Convert for editing” box. When it’s done just click on “Proceed” and the file will be moved from desktop to handheld. 4. In case you wish move files from BlackBerry® to desktop move files from right to left.

5.5 Configuring BlackBerry-Desktop connection Using eFile Desktop yiou can share your folders to be accessible from your handheld. In this case you should have BlackBerry phone with data plan, Desktop Access service by Dynoplex and internet connected PC. To configure your system for this service select “Wireless” in the right dropdown menu and login using your user ID and password. This formation is provided automatically by Dynoplex Server after activating the copy from the device. Then press Remote-Desktop Access Service-Start to start the communication client.

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Dynoplex eFile User Reference Guide

When it is done you can access your desktop files and folders via your BlackBerry®. To do that open eFile application and open Network/desktop folder. If you wish to have any of the files on your BlackBerry® you can copy/paste it to you Local or Internal folder.

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Printers

eOffice allows you to print files right from your BlackBerry®. Currently this application supports all Bluetooth printers which support PCL (Printer Command Language). As usual these are HP (Hewlett Packard) printers and others. This feature will work without any preinstalled drivers.

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