Masterdoc User Reference Guide

MasterDoc

TM

User Reference Guide

Copyright © DynoPlex, Inc 2002-2007 Version 4.1

MasterDoc User Reference Guide Table of Content

REQUIREMENTS AND COMPATIBILITY .............................................................................................................................3 DOWNLOAD...............................................................................................................................................................................4 ACTIVATION ..............................................................................................................................................................................6 EFILE .........................................................................................................................................................................................11 MASTERDOC ...........................................................................................................................................................................17 VIEWALL...................................................................................................................................................................................27 EOFFICE ...................................................................................................................................................................................30 ATTACHMENTS PROCESSING IN BLACKBERRY MAIL CLIENT...............................................................................31 EZCASE.....................................................................................................................................................................................33 EZCASE DESKTOP ................................................................................................................................................................37 EFILE DESKTOP .....................................................................................................................................................................43 PRINTERS.................................................................................................................................................................................46 TROUBLESHOOTING ............................................................................................................................................................46

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MasterDoc 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 (see the table below to get acquainted with basic requirements):

Products\Bundles eOffice Professional: eFile eWord eCell eSpell ViewAll eZcase PlayAll Print Fax Online File Storage Attachment Editing Remote Desktop Access Opera Mini MasterDoc eFile ViewAll PlayAll MasterDoc Online File Storage Attachment Editing Remote Desktop Access eSpell

Required Memory Space

1.95 Mb

1.20 Mb

1.60 Mb

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.

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

Note 3: For old BlackBerries with RIM OS 4.0 and 4.1, apart from memory requirements there are also limitations on number of supported modules. It won’t support more than 255 modules. If the number of installed modules exceeds this value some of applications will stop working. You can check modules installed on your handheld under Options->Advanced Options>Applications->modules.

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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. Click on “Downloads“ link 5. Select application to download 6. Press Download button The application will be automatically downloaded and installed on you device.

Note 1: If you wish to have the ability to transfer files from your desktop to the device over-theair 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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MasterDoc 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 on Downloads 3. Download your 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

2.3 ViewAll converter installation If you wish to convert files to ViewAll compatible (convert for viewing) format you should install ViewAll converter on your desktop. 1. Please go to http://www.dynoplex.com/downloads_v41.shtml and download ViewAll converter on your desktop. 2. Run the installation script 3. Click on yes or OK every time it asks you to install new utility

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MasterDoc User Reference Guide 2.4 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.

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

Each key consists of 15 characters and used during the activation process.

3.3 Product Activation 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

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

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MasterDoc User Reference Guide 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.

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.

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MasterDoc User Reference Guide 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. 3.5 Buy Now 2 This option allows users to purchase applications right from the handheld. Buy now option 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 by going to Start->Settings>Register.

When you click on Buy Now the screen looks as it is shown on the picture.

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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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MasterDoc User Reference Guide To learn more about product components click on Details. To get back to Buy Now dialog click on Cancel.

Click on Continue to purchase a product. The following screen comes up. It shows the list of selected applications and prices.

Click on Back if you wish to edit your shopping card. Click on Continue to get to next screen. Fill in personal data. All fields are required.

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MasterDoc User Reference Guide Click on Continue to get to next screen. Fill in credit card information in this dialog. All fields are required. Visa, Master Card and American Express card types are supported.

Click on Purchase to complete. If data is valid eFile shows the following dialog with total price. Click on OK to close it.

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4. eFile 4.1 eFile Overview eFile is an advanced free BlackBerry file manager. It provides quick access to all Dynoplex applications and allows browsing 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 first launch eFile it shows standard BlackBerry security message. Please check all boxes in this window and hit allow this connection. Otherwise you won’t be able to access device built-in memory and SD-cards from eFile.

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 contains tree view panel (right pane) and list view panel (left pane) delimited by a vertical line to browse file and folders

There are several ways to navigate in eFile:

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MasterDoc User Reference Guide -

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

•

Recent – shows the list of currently opened files

•

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

•

Focus – shows components of eFile

•

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

•

About – contains information about current version of eFile

•

Exit – closes eFile

list

of

general

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

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MasterDoc User Reference Guide 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 on the 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.

•

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

•

Network – enables to configure network settings

•

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”).

•

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:

•

Registry Editor – launches register editing utility

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MasterDoc User Reference Guide 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

If your device runs OS 4.2 or higher you should 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

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MasterDoc User Reference Guide 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

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.

Click once to see full screen of Date and Time 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. 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.

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MasterDoc User Reference Guide

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).

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5. MasterDoc 5.1 MasterDoc overview MasterDoc is a perfect bundle for active BlackBerry ® users who need to perform a lot of the job out of the office. It provides ultimate abilities for document management such as printing, faxing, wireless desktop connection.MasterDoc comes with the following features: •

View All is an advanced file viewer which allows to browse most of the popular file formats such as PDF, DOC, TXT, JPEG, PNG, GIF, XLS

•

Printing enables to print files right from the handheld via personal Bluethooth printer or network printer.

•

Desktop Access and Search provides you with wireless access to the files located on your desktop.

•

Play All is a media player which supports WAV and MP3 files.

•

Online File Storage enables to store files on a remote secure server. It is also responsible for file conversion 3 .

5.2 Navigation After launching MasterDoc looks as it is shown on the picture. It has 8 icons which provide quick access to its features. To switch focus from icon to icon just scroll the wheel (trackball).

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File conversion is used to make documents created on the desktop compatible with BlackBerry devices as file system of handheld and PC is different. Only JPG and MP3 files come to device without conversion.

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MasterDoc User Reference Guide By default it shows first 5 icons and if you wish to see other 4 press “More” button to view the next page. Press “Back” button to get back.

5.3 ViewAll ViewAll option launches ViewAll viewer which enables to view images and converted PDF, DOC, XLS and PPT files. For details go to “ViewAll” section.

5.4 Store Store option launches eFile which provides access both to local and network storages and configure system settings. For more details go to “eFile” section.

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MasterDoc User Reference Guide 5.5 MyPC Desktop option opens Network/desktop folder which allows you to connect wirelessly to your desktop and enables to browse files and folders located there, download them on the handheld and even view and edit. To use this service you should have BlackBerry with data plan and eFile Desktop launched on your PC with Desktop Access Service activated (see section “eFile Desktop”). You can also access your desktop folder via eFile application under Network folder.

5.6 Print Print option allows users to print images, documents and spreadsheets right from the handheld via network or personal Bluetooth printers with PCL (Printer Common Language) support. When you launch Print feature it up file browser to select the file location.

Select the file you want to print and click on “Open” button. Press “Cancel” to close the dialog.

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MasterDoc User Reference Guide

Next screen is a print management dialog. It shows a list of available printers and enables to edit printer settings and add new printers. Click on “Add Printer” to add a new printer.

Highlight a required type in the dialog and click on “Select Printer Type”.

If now Bluetooth printers paired with handheld the application shows an appropriate message as it is show on the picture. To pair a Bluetooth printer with handheld go to Options->Bluetooth-> click on “Add device” and configure your printer.

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MasterDoc User Reference Guide

If you select a Network printer the application shows the following dialog. To find you Network printer fill in the data and click on “Start Search Printer” button.

Click on “Show All Printers” to view all available Network printers. Then select a printer and press “Add Printer” button.

The printer will appear in the list of available printers. You can remove it from the list by clicking on “Delete Printer”.

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MasterDoc User Reference Guide Click on “Printer Properties” to view your current printer configuration. To close the dialog press “Cancel”. Click on “Apply Printer Properties” to apply changes.

Click on “Close” when you finished configuring your printer. And then press “Print” button in next dialog to start printing.

5.7 Fax Fax launches file browser to select a file. If you want to send a file, highlight it in a file browser and click on “Open”. The application will ask you to select an available fax machine. This option supports both network faxes and internet faxing.

5.8 Play All Play All is a media player which supports the following audio formats: WAV, MP3, MID, MIDI, BMF, AU, SMF, KAR, AMR, AWB, MP1, MP2. PlayAll has three basic functions.

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MasterDoc User Reference Guide 1. Record voice

2. Play Music

3. Play Video

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MasterDoc User Reference Guide Play All screen in play music mode looks as it is shown on the picture. It has the following basic items: •

Title row with application name and the opened file

•

Play All status screen with prompts and opened file name and statistics

•

Control bar with buttons to control playback, volume and file open

•

File duration information pane

To record a new track click on microphone icon in the main screen of Play All.

Click on stop button to save a record. The select file path and type in file name and click on Save.

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MasterDoc User Reference Guide 5.9 Send file Send file option provides quick and user-friendly interface when sending files as attachments. You can send files located on your local device memory, SD-cards and network storages. When you click on Send File option it shows file browser screen to select a file. Select the needed file and press Open.

Contact selection screen will appear. If you have no contacts the screen will be blank. In this dialog you can also create and save new contact (“Create New Contact” option) or enter an e-mail address to use once without saving (in this case enter the recipient’s address and click on “Use once as e-mail”.

When contact is selected the following screen comes up. You can add unlimited number of recipients by clicking on “Add Another Contact” button. If you select contact by mistake you can easily remove it from the list by clicking on “Remove Contact”. When recipients’ list is created press “Continue” button to send the email.

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Next screen suggests you to fill subject line and check recipients’ addresses.

Next, the notification will come up saying whether or not your email sent successfully.

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6. ViewAll 6.1 View All overview View All is an advanced file viewer which allows to browse most of the popular file formats such as PDF, DOC, TXT, JPEG, PNG, GIF, XLS. It displays full-size pictures and provides zoom option to view full image and its details.

6.2 First Launch On first launch View All shows standard BlackBerry security screen. Please check all boxes here and press “Allow this connection”. Otherwise you won’t be able to access micro SDcard and built-in flash memory.

6.3 Opening files When View All is launched it shows file browser for file selection.

It displays only those files which are compatible with View All.

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6.4 Viewing files When file is opened it shows general structure of the document as a set of pictures. If you wish to view one of the pages in full-size, you should highlight it and press the wheel.

Dropdown menu will appear with several options to open the page. Select one of them and the image will be displayed. View All window has 3 main elements: • title row with application name, file name, zoom settings • image area with image itself • and navigation area which show current position of the screen on the page

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MasterDoc User Reference Guide 6.5 Dropdown menu Dropdown menu contains additional options for image viewing, printing and saving. To invoke dropdown menu press the wheel or BlackBerry button in case your device is trackball operated. This menu contains the following items: •

Open – launches Open File dialog to open a new file

•

Save As – launches Save As dialog to save current file

•

Thumbnails – switches viewer to thumbnails mode, shows thumbnails of document pages

•

Next Page/Previous Page – opens next/previous page

•

Show Magnifier – shows/hides magnifier (see details in “Magnifier” section)

•

Zoom In

•

Zoom Out

•

Fit to Width

•

Landscape

•

Print

•

Options

6.6 Magnifier When magnifier option is activated it is looks as it is shown on a picture. It allows you to zoom any part opened document. You can move magnifier left and right, up and down using BlackBerry® trackball.

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7. eOffice eOffice is an application manager. It contains quick-launch icons for Dynoplex applications and shows recently opened files. eOffice screen looks as it is shown on the picture. It has two panes. The top pane contains applications icons and the lower one shows shortcuts for the recently opened files.

You can collapse/expand panes by clicking on the collapse/expand option in the menu. When the top pane is collapsed you are able to see more file icons.

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8. Attachments Processing in BlackBerry Mail Client If you are using standard BlackBerry® mail client to send/receive e-mails the attachments saving procedure is as follows. Open e-mail with attached file and invoke menu. It should have two options provided by Dynoplex: View Attachment and Edit Attachment. If you click on one of the options your handheld sends request to Dynoplex server for file conversion.

When you click on any of the options the screen with the list of attached files comes up. If the files are not saved yet you’ll see clock icon right to their names and information that application is retrieving attachment information.

When attachment processing is finished it shows a green tick that indicates that files have been successfully converted.

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MasterDoc User Reference Guide Invoke dropdown menu to obtain list of available commands. Depending to the file the menu will contain different number of options. For PDF file it looks as it is shown on the picture. Preview – shows file’s thumbnails for further opening in ViewAll Open with ViewAll – opens file in ViewAll application Save Native – saves file in native format, so they do not pass any conversion Save for ViewAll – saves in a ViewAll compatible format

As Word documents files and Excel spreadsheets support editing some additional options provided. Open with eCell/eWord – opens file for editing in an appropriate application. Save for eCell/eWord – saves files in eWord (eCell) compatible format for further editing.

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9. eZcase 9.1 eZcase Overview eZcase™ is a secure data storage application for BlackBerry. eZcase™ is designed to safely and securely store all your personal and sensitive data. Simple intuitive interface makes access and retrieval of information a snap: when the entry is selected, it takes only a glance to see all the relevant data in the preview pane. eZcase™ is using a strong industry standard encryption algorithm making it one of the most secure data storage applications for the mobile devices. When used in conjunction with Wireless Document Delivery service encrypted data files could be backed up wirelessly and securely stored on the remote server. eZcase™ key features: - Convenient templates for multiple record types with customizable fields. - Secure storage of sensitive information in the encrypted format. - Multiple file support for storage and profiling. - Record preview pane. - Synchronization with PC for backup. - Wireless backup function with the use of Wireless Document Delivery service.

9.2 Main Window Elements and Navigation After launching eZcase, Blackberry screen will look as it is shown on the picture below. Following are the main elements of the program window: • Title row with the name of the current file • Toolbar with buttons to run different commands • Filter combo box to filter records by type • Application data grid. Operations in Safe are initiated either through a drop down menu or through the toolbar buttons. To access the menu, click the roller wheel while standing on data grid. The menu has two sections: the top with plus or minus signs next to the items, and the bottom, with submenu commands. Clicking on a top item with ‘+’ next to it will expand the submenu commands for that 33

MasterDoc User Reference Guide item in the bottom section. Clicking on the submenu command will execute the selected action. To switch between toolbar and data grid, click the wheel while holding button. 9.3 File Processing The following are basic file processing operations in eZcase. Name of the current file is displayed in the program title row. When launched, eZcase loads last opened document or creates new file if it’s launched for the first time.

You can create new document using the two following methods: • Select File→New • Select the New button on the toolbar

When you create a new file eZcase shows Enter password dialog. Later, to open the document you’ll have to put it again, otherwise it won’t let you view the content.

There are several ways to open an eZcase document stored in Blackberry memory: • Select File→Open • Select the Open button on the toolbar Then, you will see the dialog box Open, as it is shown on the picture. Choose a document you want to open from the list of all documents and select Open. 34

MasterDoc User Reference Guide To save the current document, click on File→Save. eZcase allows you to open and save files located on a remote server wirelessly. You can also change current document’s password by selecting File→Change password from the menu.

9.4 Data Preview To preview record’s data, go to Record→View from the menu or select one of the record types in filter combo box. To return to default record view select Record→All or just press Escape button.

9.5 Data Entry To add a new record choose Record→Add New Record from the menu. eZcase will display record type dialog shown on the picture below. You can use one of three predefined record templates:

• Credit card • E-mail account • Password Or create a custom record with your own fields

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When the focus is located in the Fields area, the content of the currently selected field can be modified. To edit the existing field content, press the Enter button while the cursor is on the value you want to edit. To overwrite the field content, place the cursor on the field and start typing new data. To leave the field data area without saving the changes press Escape button. To save the changes, press Enter button or click the roller wheel. You can copy/cut and paste field with its value. For these operations you can use popup menu or toolbar buttons. Also you can rename fields, insert your own fields and delete not used ones.

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10. eZcase Desktop 10.1 eZcase Desktop Overview eZcase Desktop can be used for quick data input on the computer instead of the device as well as importing data from other secure data storage applications. eZcase Desktop works on files placed in special folder on the PC. This folder contains files synced from the device by the eFile Desktop, as well as files created in eZcase Desktop. Files from this folder are automatically synced to the device by the eFile Desktop Add-in (you need to configure the Add-In according to instructions in Section 8 of this document).

10.2 File Processing The following are basic file processing operations in eZcase Desktop. Name of the current file is displayed in the program title row. When launched for the first time, eZcase Desktop creates a blank file. You can open an existing document using the two following methods:

• •

Select File->Open Select the Open button on the tool bar

Then you will see the Open File dialog. Choose a document you want to open from the list of all documents and select Open. There are also several ways to create a new document: • •

Select File -> New Select the New button on the toolbar

To save the current document, select File→Save or use Save button on the toolbar. To save the document under a different name, select File→Save As… Then, you will see the Save File dialog box. Choose name and path of the document you want to save and select Save. After that, you will see the following dialog box:

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In this dialog box you need to enter the password, password must be at least 6 characters long. You can also change current document’s password by selecting File→Change password from the menu. There are different visual areas shown on the eZcase Desktop: 1. Record List – Shows a;; records in the file 2. Preview – shows details of the record selected in the Record List 3. Toolbar – includes button for quick access to the most frequently used areas. 4. Status bar Each component (except for the Record List) can be enabled or disabled using checkboxes located in the View menu item.

9.3 Data Entry To add a new record go to Record->Add New Record from the menu or select the Add New Record button on the toolbar. eZcase Desktop will display record type dialog box shown on the picture below: You can use one of three predefined record templates: 1. Credit card 2. E-mail account 3. Password

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Or create a custom record with your own fields.

You will see next dialog box. You should give the name to record which has been selected. When the focus is located in the Fields area, the content of the currently selected field can be modified. To edit the existing field content, press the Enter button while the cursor is on the value you want to edit or select Edit value button in the dialog box. To overwrite the field content, position the cursor on the desired field and start typing new data. In this dialog box you can rename fields, create your own fields and delete not used once with Add, Rename and Delete buttons. Context menu is available for these options too. To use context menu click right-mouse button on the field name. You can copy, cut and delete field with its value. For these operations you can use context pop-up menu buttons. Also you can undo the last action in this context menu. To use this context menu right click on the Value field.

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To leave the field data area without saving the changes press Escape, or select Cancel button. If you have done some changes, next dialog box asks you if you want to save them. You should answer No to accept exit without saving the changes. To save the changes, click on Yes. To leave the field data area and save the changes, select Save button or press Enter.

10.4 Data Preview eZcase Desktop allows you to import data from other secure data storage applications, including those running on handheld platforms other that the BlackBerry. To import data into eZcase, the data has to be exported from the other application into a file in CSV format.

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MasterDoc User Reference Guide To start the import process once the file is saved in CSV, you have to select File→Import. You will see the File Open dialog which will enable you to select the file to be imported. Once the file is selected, it is parsed by eZcase Desktop and the Data Import Wizard will guide you through the process of mapping data in the file’s columns and categories into the eZcase’s records.

First, you need to select the column which defines the record type in the imported file.

Once the column is selected, Data Import Wizard will go through each record type from the imported file and will ask you to define which eZcase’s category the record matches to and also how the columns of the imported file map into the eZcase’s records.

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After all records are categorized and mapped, the wizard initiates the import process and all the data from the imported file is read, mapped and placed in the eZcase’s file it is available for editing.

Once the editing is complete, the new eZcase file has to be saved and it can be synced onto the BlackBerry by using the eFile Desktop sync (see Section 8 of this document for instructions).

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MasterDoc User Reference Guide

11.eFile Desktop a. Overview eFile Desktop is a PC solution which enables users to transfer files from desktop to BlackBerry using USB cable, 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 the device limitations.

b. 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_v41.shtml. Find eFile and click on Download. When you click on download you will be suggested two options: Run and Save. You should click on Save option and select the path 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 find new its icon under Start-Programs-Dynoplex-eFile.

c. 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 files and transfer them from BlackBerry to desktop and back. There is dropdown menu above each pane with files and folders tree to navigate. Left dropdown menu contains only two choices Wireless Server and Device Files.

pane

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MasterDoc 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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MasterDoc User Reference Guide d. 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:

• Transfer Without Conversion (Native) If you wish to keep your files unconverted select this option. In this case you won’t be able to view or edit files with ViewAll, eWord or eCell applications as they do not support files in native format. This option can be used if you simply wish to keep the files on your BlackBerry without any quality and formatting lost. • Convert for Editing (eWord/eCell) In case you wish to edit your documents with eWord or eCell please check “Convert for editing” box. As BlackBerry has limited calculating resources some extra data like advanced formatting, images, macros won’t be preserved while conversion in order to make them compatible with handheld. • Convert for Viewing (ViewAll) This option will convert your files to images (.PNG) which are supported with ViewAll. Please note that images do not support any editing, so this option is only for viewing.

e. 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.

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MasterDoc User Reference Guide Then press Remote-Desktop Access Service-Start to start the communication client.

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.

12. 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 some others. Please note that device and printer (print server) BT versions must coincide for stable functioning. Contact you device and printer manufacturer for more information. This feature will work without any pre-installed drivers.

13. Troubleshooting 13.1 •

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 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

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MasterDoc User Reference Guide 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 could 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. 13.2 •

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.

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MasterDoc User Reference Guide

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

13.3 eFileDesktop conversion troubleshooting •

Error converting files, when moving files from desktop to BlackBerry with conversion for viewing

This error message means that you do not have ViewAll converter installed on your desktop. Please go to http://www.dynoplex.com/downloads_v41.shtml and download ViewAll Converter on your desktop and then run the installation script.

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