Pocketmac For Blackberry Manual

PocketMac® for BlackBerry® 4.1 User Manual

Technical support: http://www.discoverblackberry.com/discover/mac_solutions.jsp

Product Information and General Questions: http://www.discoverblackberry.com/discover/mac_solutions.jsp

PocketMac Website: http://www.PocketMac.com Copyright 2001-2008 Information Appliance Associates

Page 2 PocketMac for BlackBerry 4.1 ________________________________________________________________________

Table of Contents POCKETMAC FOR BLACKBERRY 4.1 USER MANUAL...................................................................................1
 TABLE OF CONTENTS .............................................................................................................................................2
 1
 BEFORE YOU START - CONFIGURING YOUR MAC AND BLACKBERRY ..................................................................4
 1.1
 Basic System Requirements .........................................................................................................................4
 1.2
 What’s New in This Version? ......................................................................................................................5
 2
 DATABASE SOFTWARE .........................................................................................................................................5
 2.1
 Software Version Compatibility ..................................................................................................................5
 2.2
 Database Maintenance Before You Sync ....................................................................................................5
 3
 INSTALL POCKETMAC FOR BLACKBERRY ...........................................................................................................7
 3.1
 Time Zone on BlackBerry Must Match Mac..............................................................................................10
 3.1.1
 3.1.2
 3.1.3


Time Zone Setting on the Mac............................................................................................................................. 10
 Time Zone in Entourage ...................................................................................................................................... 10
 Time Zone Setting on the BlackBerry ................................................................................................................. 11


4.1.1


Connecting with a USB Hub................................................................................................................................ 12


5.1.1
 5.1.2
 5.1.3
 5.1.4
 5.1.5
 5.1.6
 5.1.7
 5.1.8
 5.1.9
 5.1.10
 5.1.11
 5.1.12
 5.1.13


Status.................................................................................................................................................................... 13
 Contacts................................................................................................................................................................ 15
 Calendar ............................................................................................................................................................... 18
 Sync Alert Message ............................................................................................................................................. 21
 Tasks .................................................................................................................................................................... 22
 Sync Alert Message ............................................................................................................................................. 24
 Notes .................................................................................................................................................................... 25
 Bookmarks ........................................................................................................................................................... 27
 Email .................................................................................................................................................................... 28
 Redelivery .......................................................................................................................................................... 29
 iTunes Music...................................................................................................................................................... 31
 iPhoto Pictures ................................................................................................................................................... 32
 Connection ......................................................................................................................................................... 33


5.2.1
 5.2.2
 5.2.3
 5.2.4


Account Name ..................................................................................................................................................... 34
 Password .............................................................................................................................................................. 34
 Use This Account................................................................................................................................................. 34
 Don’t have a .Mac account?................................................................................................................................. 34


5.3.1
 5.3.2
 5.3.3


Reset database to current ..................................................................................................................................... 35
 Constrain Contacts to the following Group ......................................................................................................... 35
 Daylite Database Field Name for Email .............................................................................................................. 35


5.4.1
 5.4.2
 5.4.3


Open PocketMac Preferences .............................................................................................................................. 36
 Open Connection Info.......................................................................................................................................... 36
 Enter Lotus Notes Database Location and File Names ....................................................................................... 36


5.5.1
 5.5.2


Schedule............................................................................................................................................................... 37
 Warnings .............................................................................................................................................................. 37


4
 CONNECTING YOUR BLACKBERRY ....................................................................................................................11
 4.1
 USB Cable or cradle .................................................................................................................................11
 4.2
 Connecting with Bluetooth: Not Available Yet..........................................................................................12
 5
 USING POCKETMAC FOR BLACKBERRY FOR THE FIRST TIME ............................................................................12
 5.1
 Configuring your PocketMac for BlackBerry Preferences .......................................................................13


5.2
 Configuring your .Mac Preferences ..........................................................................................................34


5.3
 Configuring Preferences in DayLite .........................................................................................................34


5.4
 Configuring Preferences for Lotus Notes..................................................................................................36


5.5
 Configuring Preferences from the PocketMac SyncManager Program ...................................................37
 6
 SYNCHRONIZING ................................................................................................................................................38
 6.1
 Detected Deletion on Device .....................................................................................................................39
 6.2
 Detected Deletion on Mac .........................................................................................................................39
 6.3
 Sync Alert Message....................................................................................................................................40
 6.4
 Calendar Times All Shift one or more hours.............................................................................................40


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Page 3 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 6.4.1


2007 Daylight Savings Time Changes in North America ................................................................................... 40


6.5.1
 6.5.2


Address Book Fields Added during Syncing....................................................................................................... 41
 Recurring Tasks Not added to iCal...................................................................................................................... 41


6.6.1
 6.6.2
 6.6.3


DayLite Data Not Changed after Sync ................................................................................................................ 42
 Recurring Tasks Not Added to DayLite .............................................................................................................. 42
 Not all Email addresses sync ............................................................................................................................... 42


6.7.1


Recurring Tasks Not Syncing in Entourage......................................................................................................... 42


6.8.1
 6.8.2
 6.8.3


Now Contacts/Up-To-Date Data Not Changed after Sync .................................................................................. 42
 Now Contacts Demo/Unlicensed Version Won’t Sync Data .............................................................................. 43
 Recurring Tasks Not Added to Now Up-To-Date ............................................................................................... 43


6.9.1
 6.9.2
 6.9.3


BlackBerry Memopad Titles Don’t Sync to Stickies........................................................................................... 43
 Memopad Title Workaround for Stickies ............................................................................................................ 44
 What Other Options Are Available?.................................................................................................................... 44


8.1.1
 8.1.2


Free Support via the Web .................................................................................................................................... 47
 Phone Support via Paid Consultant...................................................................................................................... 48


8.3.1
 8.3.2
 8.3.3
 8.3.4
 8.3.5
 8.3.6
 8.3.7
 8.3.8
 8.3.9


Problems with Connection................................................................................................................................... 48
 Problems with Charging the BlackBerry/Error message that USB Power too low to charge the BlackBerry.... 49
 Problems Connecting with a USB-Serial Adaptor............................................................................................... 49
 Problems with Operation after Installation .......................................................................................................... 50
 Problems Syncing Songs with iTunes or Playing Music on BlackBerry............................................................. 51
 Problems Syncing Photos .................................................................................................................................... 53
 Starts a new Sync every 15 minutes .................................................................................................................... 54
 Data Quality Problems with Syncing................................................................................................................... 54
 Data Cleanup and Maintenance Utilities ............................................................................................................. 56


8.4.1


A little housecleaning, and a caution ................................................................................................................... 59


9.7.1


Entourage Note .................................................................................................................................................... 63


6.5
 Apple Programs Syncing Comments .........................................................................................................41
 6.6
 DayLite Syncing Comments.......................................................................................................................42


6.7
 Entourage Syncing Comments...................................................................................................................42
 6.8
 Now Contacts/Now Up-To-Date Syncing Comments ................................................................................42


6.9
 Stickies Syncing Comments .......................................................................................................................43


7
 INSTALLING NEW SOFTWARE ON YOUR BLACKBERRY .......................................................................................44
 7.1
 How to Install Software You Already Have...............................................................................................44
 7.2
 How to Get New Software for BlackBerry ................................................................................................45
 7.3
 Un-installing software from your BlackBerry...........................................................................................46
 8
 SUPPORT & TROUBLESHOOTING, FAQ ..............................................................................................................47
 8.1
 PocketMac Support ...................................................................................................................................47
 8.2
 Upgrading the BlackBerry Operating System...........................................................................................48
 8.3
 Troubleshooting Problems with Syncing...................................................................................................48


8.4
 Uninstalling PocketMac ............................................................................................................................58
 8.5
 Updates to PocketMac...............................................................................................................................59
 9
 HOW TO RESTORE BACKUP DATA USING POCKETMAC SYNCMANAGER...........................................................59
 9.1
 Automatic Backup of Sync Data ................................................................................................................59
 9.2
 Caution about Restoring from Backup ......................................................................................................59
 9.3
 When Restoring Is Necessary ....................................................................................................................60
 9.4
 Restoring data from backups made to .Mac..............................................................................................60
 9.5
 Notes about the .Mac backup process .......................................................................................................60
 9.6
 Step-By-Step Restoring from .Mac ............................................................................................................61
 9.7
 Restoring data from backups on your Mac HD.........................................................................................61
 9.8
 Other Ways to Clean up Data ...................................................................................................................63
 9.9
 BlackBerry Device Cleanup Tool..............................................................................................................63
 10
 THANK YOU .....................................................................................................................................................63
 11
 APPENDIX A: BLACKBERRY-TO-MAC FIELD MAPPINGS ..................................................................................64
 11.1
 What are field mappings?........................................................................................................................64
 11.2
 Field mappings for contacts ....................................................................................................................64


Copyright 2001-2008, Information Appliance Associates

Page 4 PocketMac for BlackBerry 4.1 ________________________________________________________________________

1

Before you start - configuring your Mac and BlackBerry

If you're new to the PocketMac brand and line of products, welcome. If you've used previous PocketMac titles, you'll notice that there are a few things that are different about this version. With PocketMac for BlackBerry, there's no need to configure anything in your Mac's system preferences. Also, you do not have to install anything to your BlackBerry device in order to get the basic sync functionality. (You may need to install software for some of the extended features, however.) This software will work with any of the supported BlackBerry smartphones right out of the box. (Some models, such as the older units that use serial connectors, may have additional requirements.) This manual is designed to offer a tour of the new system, from the installation of the application to syncing and everything else in-between. Let's get started...

1.1 Basic System Requirements Please ensure that your system meets these basic requirements before using PocketMac for BlackBerry. This can help to save time-consuming support incidents and make the overall experience much smoother. You must have Apple OS 10.4 (Tiger) or 10.5 (Leopard). Both Power PC and Intel Duo Technology are supported. For your BlackBerry, please note that PocketMac for BlackBerry supports a wide variety of the most popular BlackBerry devices, with connectivity via USB cable. As of this writing, syncing via Bluetooth is not yet supported. (In version 4.0 and later of PocketMac for BlackBerry, support has been discontinued for USBSerial adapter syncs for older BlackBerry devices, including the 5810 and 6710. The oldest models, the 857 and 957, use a very different operating system and are therefore not supported either.) A current list of devices and system requirements can be found at the PocketMac for BlackBerry website at http://www.pocketmac.net/blackberry.html. As new BlackBerry smartphones are released, PocketMac will release new drivers, updates and patches for them as soon as they are thoroughly tested by our team. If you don't see your model listed on our web site, please let us know by visiting our support center at Copyright 2001-2008, Information Appliance Associates

Page 5 PocketMac for BlackBerry 4.1 ________________________________________________________________________ http://www.pocketmacsupport.net and enter a Support Request with information about your BlackBerry smartphone.

1.2 What’s New in This Version? •

Built-in support for syncing photos from iPhoto® and MP3 (non-protected) music from iTunes®.

•

Entourage® 2008 and LotusNotes® 7 support.

•

Sync Notes with the new OS X Mail program.

•

Support for the newest models of BlackBerry device released up to May of 2008.

2 2.1

Database Software Software Version Compatibility

If you are syncing with…. Entourage

iCal Now Daylite Lotus Notes MeetingMaker®

2.2

Make sure its version is….. Office X must be 10.1.6 or higher. Office 2004 must be 11.2.3 or higher Office 2008 12.0 or higher Updates can be found at http://www.microsoft.com/mac Keep the software updated with regular Mac updates. We support Macintosh OS 10.4 and above. 4.5 or above 3.0 or above (the SyncServices syncing is supported for 3.5+) 6.5 or 7 8.5

Database Maintenance Before You Sync

No matter how safe syncing is today, we are unable to control for situations where your computer may have an older, out of date or even corrupted database. You may have special characters, formatting or data that is not supported in the sync, or you may experience errors that lead to your choosing options that result in deleting all your records. So, how do you prevent disaster? Simple: BACK UP YOUR DATABASE!

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Page 6 PocketMac for BlackBerry 4.1 ________________________________________________________________________ In Entourage, you can do 2 things to back up your data: 1.

Rebuild Your Database a. Quit Entourage. b. Hold down the Option Key, and while you hold it down, relaunch Entourage. c. Run the Rebuild Database option.

This will automatically back up your database under your ~/Documents/Microsoft User Data/Office 2004 Identities folder. This has 2 important benefits: 1) backing up your data, and 2) rebuilding your indices so the sync data is fresh and clean. If you have not done this before, and you have a lot of records, you will have a corrupted sync if you try to sync without properly maintaining your database. Please calendar a monthly reminder for yourself to repeat that Rebuild. Your entire database will thank you for it, and reward you by working faster and cleaner. 2.

Export Your Data a. Click on File, and then Export b. Select “Items to an Entourage Archive” c. Check all the boxes in “Archive the following item types.” d. Click the Right Arrow e. On the “Delete Archived Items?” page, choose NO, keep the items in Entourage after they are archived. And make sure there is a check mark in “Do not delete items belonging to another project or category.” f. If you get a warning about Address Book Groups, just click OK. g. In the Save As window, identify a location in your Mac to store this backup file, and give it a name. It will have the extension .rge, and for restoring later, Entourage will recognize that.

In iCal and Address Book, click on File, Back Up Database. In the Save As window, identify a location in your Mac to store this backup file, and give it a name. Click Save. For DayLite, Lotus Notes, MeetingMaker, Now Contacts and Now Up-to-Date, please follow the instructions that came with your software for rebuilding and backing up your database.

Copyright 2001-2008, Information Appliance Associates

Page 7 PocketMac for BlackBerry 4.1 ________________________________________________________________________

3

Install PocketMac for BlackBerry

First: Please disconnect the BlackBerry device from your Mac to begin setting up the software. You’ll connect it again in Section 2 below. Download the installer, or use the installer on the distribution CD that came with your BlackBerry device. You can download the most current version of the installer at the BlackBerry page http://www.discoverblackberry.com/discover/mac_solution s.jsp (shown below). Click on “Download a copy of PocketMac for BlackBerry.”

Copyright 2001-2008, Information Appliance Associates

Page 8 PocketMac for BlackBerry 4.1 ________________________________________________________________________ When you download the installer, it will be called PocketMacForBlackBerry4.dmg, or something similar depending on which version number is being released. During the download, your Mac may stop and ask your permission to download an application. Click Continue. To install PocketMac for BlackBerry 4.1 from a disk or a file dragged to your Mac, double-click on the installer's icon. When the installation program opens, you will be presented with an option to launch the installer, plus open the documentation (this document). There may be a README file. If there is, please open it first, before attempting to install. This way you will have the latest information about changes in the version of the program you are installing. Double-Click on the Sync button to install. PocketMac for BlackBerry installation requires administrative privileges, so you are next prompted to enter your password or phrase. Enter the Admin-level username/password you created when you set up your Mac for the very first time. NOTE:

If you are using an account on your Mac that does not have administrative privileges, installation will fail at this point. You must install PocketMac for BlackBerry using a user account on your Mac that has administrative privileges. See your network/computer administrator for upgrading your user account to administrative level while you are installing. You can set it back later.

Read Me: Please take a moment and read the Release Notes on the Read Me page. These contain the current features in the version you have installed, and any notes and cautions you should be aware of. You can Print them out for reading at your leisure by clicking on the Print button. Click Continue.

Copyright 2001-2008, Information Appliance Associates

Page 9 PocketMac for BlackBerry 4.1 ________________________________________________________________________ License: Please take a moment to read the End User License Agreement. Before you continue installing this software, you will be asked to review and agree to the terms in this binding legal agreement. You can Print them out for reading at your leisure by clicking on the Print button. Click Continue. License Agreement Click Agree to continue.

Installation Type: Click on the Install button to begin the Easy Install. Note: The default location is the "Applications" folder on your main hard drive.

Close Files and Restart: A warning appears to let you know that the Installer will be closing your other programs now, and restarting the Mac when it is finished installing. Click Continue. Desktop Alias: Asks your permission to place an alias for you on the Desktop to make starting PocketMac easier. The Alias looks like this: Click OK to approve.

Copyright 2001-2008, Information Appliance Associates

Page 10 PocketMac for BlackBerry 4.1 ________________________________________________________________________ Finish and Restart: When you are finished, click the Restart button to restart your Mac.

3.1 Time Zone on BlackBerry device Must Match Mac 3.1.1

Time Zone Setting on the Mac

Check the time zone setting on the Macintosh. You can find this in the Apple Menu, System Preferences, System, Date/Time. Click the Time Zone tab at the top, and choose your closest city.

3.1.2

Time Zone in Entourage

If you use Entourage, take a moment and make sure its Time Zone matches the Mac as well. Open Entourage, select the Entourage Menu, and choose Preferences. Click on Calendar, and you’ll see the “Default time zone for new events” setting at the bottom of the Calendar section, just above Reminders.

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Page 11 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 3.1.3

Time Zone Setting on the BlackBerry device

Make sure the time zone on the BlackBerry device is set correctly to match that of the Macintosh. You can find this in Tools, Settings under Date/Time (or Options, Date/Time in some models).

4

Connecting your BlackBerry Device

To connect your BlackBerry to your Mac with PocketMac for BlackBerry, you need the USB cable that came with your BlackBerry smartphone. Please note that when disconnecting and then reconnecting a handheld, it's necessary to wait a few seconds between connections so that PocketMac for BlackBerry can "clean up" and get ready for the next connection.

4.1 USB Cable or cradle Universal Serial Bus (USB) is the way to connect a BlackBerry device to a Mac. Most BlackBerry handhelds today come with a USB cable that plugs directly into the side of the BlackBerry device. Older models may have a cradle with a USB cable attached. A typical USB port from a "classic" iMac is shown here. Note the "trident" design on the top of the connector's plastic housing; it is this symbol that tells us we have a USB connector. For best results with PocketMac for BlackBerry, we recommend plugging the USB cable directly into the Macintosh's USB ports. These ports can be found either on the back or side of the Mac, depending on the make and model. Please note that neither the Mac nor the PocketMac for BlackBerry software will not recognize that a BlackBerry device is connected unless it's actually placed in the cradle or connected to the other end of the cable. Or, in other words, you can leave your BlackBerry device’s cradle or cable connected indefinitely; nothing will happen until the BlackBerry device is connected to the other end of that cradle/cable. Please note that USB ports on keyboards or displays don't typically have enough power to support BlackBerry devices.

Copyright 2001-2008, Information Appliance Associates

Page 12 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 4.1.1

Connecting with a USB Hub

Due to the nature of USB connections, we do not recommend using a regular USB hub. You may find that you are unable to establish a connection if you use a hub; at the very least, your BlackBerry device may not be able to recharge itself. If you must use a hub, make sure it is a powered hub (it has its own power source plugged into the electricity directly, separate from the Mac), and that it is plugged into the USB port on the main body of the Mac.

4.2 Connecting with Bluetooth: Not Available Yet One of the most popular requests is to be able to sync via Bluetooth. This feature is currently under development, and will be coming in a future version.

5

Using PocketMac for BlackBerry for the first time

We recommend connecting your handheld when starting it the first time. This way, you can do all of the configuration work for each BlackBerry that you are using. PocketMac stores all the detailed information about each BlackBerry device in separate folders in your Mac. To get started, please launch PocketMac SyncManager™ (/Applications/PocketMac SyncManager), which is the application with the icon shown here to the left. The program looks like this when launched:

Copyright 2001-2008, Information Appliance Associates

Page 13 PocketMac for BlackBerry 4.1 ________________________________________________________________________

5.1 Configuring your PocketMac for BlackBerry Preferences When you click the BlackBerry icon, the SyncManager window expands to reveal the preferences panel. As you can see, there are nine tabs comprising the PocketMac for BlackBerry preferences: • • • • • • • • • • •

Status Contacts Calendar Tasks Notes Bookmarks Email Redelivery iTunes iPhoto Connection

We'll now look at each section in detail. 5.1.1

Status

This tab simply shows information about the currently connected device; it is provided for convenience only and has no preferences to configure. 5.1.1.1

Device

After the word Device, you may not see anything listed at first. That is because the screen does not display that device until after the first time the BlackBerry device is synced. Once the software has begun communicating with your device, you will see the name 'BlackBerry', and your BlackBerry device’s PIN number. Don’t worry if this doesn’t appear immediately. Go ahead and continue with the other settings in the program, and the next time you sync, this screen will eventually update itself. Your BlackBerry device’s PIN number can be seen under Options, on the Status screen of the BlackBerry device itself. 5.1.1.2

Status

You will usually see the word 'Available' on this field. That refers to the software’s status, not to the BlackBerry device itself. That means it may report that it’s available even when the BlackBerry device is not plugged in, or if you unplug your device. 5.1.1.3

Version Number

In the lower right corner of the Status Screen, you will see the current program version number. This number is useful when you are working with technical support to resolve questions you may have from time to time.

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Page 14 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 5.1.1.4

Purchase New Applications for your BlackBerry device Click on this icon to open the PocketMac section of the Handango website. This is an easy-to-use marketplace for tools and utilities that really extend the power of your BlackBerry device to help you manage your life, work and play! Handango is filled with hundreds of software programs for business as well as games, travel, personal productivity, health management, etc. Stop by this link frequently: new products are being created for the booming BlackBerry smartphone community every day.

When you click on that icon, you will be taken to a Handango screen. Sign up for a Handango account, and the service will list items that are compatible with your device. Be careful to check whether the software you want to buy is compatible with your device before you purchase and download it. See the chapter called “Installing new software on your BlackBerry Device” for detailed instructions on how to install the software you purchase and download to your Mac.

Copyright 2001-2008, Information Appliance Associates

Page 15 PocketMac for BlackBerry 4.1 ________________________________________________________________________

5.1.2

Contacts

This tab displays all of the contacts plugins offered by PocketMac for BlackBerry. In order to sync with any of these applications, click the checkbox next to “Sync Contacts between the BlackBerry and Mac” just above the list of plug-ins. Then, just click the checkbox of the application(s) you'd like to sync with. This version of PocketMac for BlackBerry supports syncing contacts with the following applications: • • • • • • • •

Apple Address Book, choose AddressBookContacts DayLite (3.0 and above) Entourage (v. 10.1.6 or 11.x) choose EntourageContacts Entourage 2008 (v. 12.x) choose Entourage2008Contacts Lotus Notes1 6.5 choose LotusNotesContacts Lotus Notes 7 choose LotusNotes7Contacts MeetingMaker (8.5) Now Contact (4.2)

Your contacts application not here? If you have one of the newer programs that use SyncServices to directly sync with Apple Address Book, no problem! Just choose AddressBookContacts and you can sync that data with your device!

It’s also possible to sync with any or all of these applications at the same time. That is, any of the items that have a check mark next to it at the time of a sync session will be synchronized with your BlackBerry device. This feature would be of most use to someone who uses, say, both Address Book and DayLite; now you'll be able to sync with both applications with your handheld at one time. It takes a few seconds longer, but this comes in very handy if you are using both programs for backup purposes or any other reason. 1

Please note that if the Lotus Notes 6.5 client is not installed when you install PocketMac for BlackBerry, it may be necessary to reinstall PocketMac for BlackBerry after having installed the Lotus Notes 6.5 client. In order to save space, PocketMac won't install the Lotus Notes client plugin if Lotus is not installed on your Mac.

Copyright 2001-2008, Information Appliance Associates

Page 16 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 5.1.2.1

To Turn Off Contacts Syncing:

Just uncheck the checkbox next to “Sync Contacts between the BlackBerry and Mac” just above the list of plug-ins. That way, you can sync just the calendar or any other feature you want, without touching your Contacts. 5.1.2.2

Advanced Preferences:

Worth highlighting here is the button that appears to the right of each entry in the contacts applications list.

Entourage looks like this:

When you click this button, PocketMac will display the advanced preferences available for the contact application you are working on (Entourage, etc.). For example, if you were to click the Address Book Contacts entry, you would see a window similar to the one shown here. This window then allows you to fine-tune many of the sync options, determining which categories sync, and whether the sync in question will be a two-way sync or a one-way sync. Sync All Categories: The default setting is to include ALL categories in your sync relationship with the device.

Meeting Maker looks a little different:

Selective Categories: If you want to restrict the categories to only sync your chosen categories to the device: 1. Click on “Sync only categories selected below” 2. Uncheck any category that you want to remove from the sync. For example, you make choose to avoid syncing Personal contacts to a BlackBerry device from your office. 3. Always leave <> checked so that items you have not categorized will be included in the sync.

Copyright 2001-2008, Information Appliance Associates

Page 17 PocketMac for BlackBerry 4.1 ________________________________________________________________________ Sync Direction: The default setting is Two-way sync, where the BlackBerry device and the Mac will both end up with the same information in the synced programs. You may also choose “Overwrite device” to make the Mac’s contact file the “master” and replace everything on the device with the contents of your Mac-based contact file. You may choose to “Overwrite Mac” if you want your BlackBerry device to be the master and replace everything on the Mac with what was in your device. Connection Info: Setting up MeetingMaker for Syncing with PocketMac: First, you must have the MeetingMaker Calendar program installed on your Mac. Follow the instructions in your MeetingMaker manual or have your System Administrator help you to set up the username, password, database, IP Address and Port. PocketMac SyncManager will start your MeetingMaker program so you can log on. Click Save, and it will continue syncing.

Copyright 2001-2008, Information Appliance Associates

Page 18 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 5.1.3

Calendar

This tab displays all of the calendar plug-ins offered by PocketMac for BlackBerry. This version of PocketMac for BlackBerry supports syncing calendar data with the following applications: Apple iCal, choose iCalCalendar DayLite (3.0 and above) Entourage (v. 10.1.6 or 11.x) choose EntourageCalendar Entourage 2008 (v. 12.x) choose Entourage2008Calendar Lotus Notes2 6.5 choose LotusNotesContacts Lotus Notes 7 choose LotusNotes7Contacts MeetingMaker (8.5) Now Contact (4.2)

Scroll down to see more applications:

In order to sync with any of these applications, click the checkbox next to “Sync Calendar between the BlackBerry and Mac” just above the list of plug-in.

Your calendar application not here?

• • • • • • • •

Then, just click the checkbox of the application(s) you'd like to sync with.

If you have one of the newer programs that use SyncServices to directly sync with Apple iCal, no problem! Just choose iCalCalendar and you can sync that data with your device!

It’s possible to sync with any or all of these applications at the same time. That is, any of the items that have a check mark next to it at the time of a sync session will be synchronized with your BlackBerry device. This feature would be of most use to someone who uses, say, both iCal and DayLite; now you'll be able to sync with both applications with your handheld at one time. It takes a few seconds longer, but this comes in very handy if you are using both programs for backup purposes or any other reason.

2

Please note that if the Lotus Notes 6.5 client is not installed when you install PocketMac for BlackBerry, it may be necessary to reinstall PocketMac for BlackBerry after having installed the Lotus Notes 6.5 client. In order to save space, PocketMac won't install the Lotus Notes client plugin if Lotus is not installed on your Mac.

Copyright 2001-2008, Information Appliance Associates

Page 19 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 5.1.3.1

To Turn Off Calendar Syncing:

Just uncheck the checkbox next to “Sync Calendar between the BlackBerry and Mac” just above the list of plug-ins. 5.1.3.2

Advanced Preferences:

Another feature worth highlighting here is the button that appears to the right of each entry in the calendar applications list. When you click this button, PocketMac will display the advanced preferences available for the calendar application you are working on (Entourage, etc.). For example, if you were to click the iCal Calendar entry, you would see a window similar to the one shown here. This window then allows you to fine-tune many of the sync options, determining which categories sync, and whether the sync in question will be a two-way sync or a one-way sync. Sync All Categories: The default setting is to include ALL categories (or in iCal, you may refer to them as Calendars) in your sync relationship with the BlackBerry device. Selective Categories: If you want to restrict the categories (Calendars) to only sync your chosen categories to the BlackBerry device: 1. Click on “Sync only categories selected below” 2. Uncheck any category that you want to remove from the sync. For example, you make choose to avoid syncing Personal appointments to a BlackBerry device from your office. 3. In Entourage: always leave <> checked so that items you have not categorized will be included in the sync. Default for mobile-device-created items (Calendar Items Created on the device): If you added a calendar item on your BlackBerry device, chances are you did not assign it to a particular category. You can select which of the calendars on your Mac should receive all the new appointments from your device. The default setting is “PocketMac.” All new entries will go onto a PocketMac calendar on your Mac unless you instruct otherwise. Sync Direction: The default setting is Two-way sync, where the BlackBerry device and the Mac will both end up with the same information in the synced programs. You may also choose “Overwrite device” to make the Mac’s contact file the “master” and replace everything on the device with the contents of your Mac-based contact file.

Copyright 2001-2008, Information Appliance Associates

Page 20 PocketMac for BlackBerry 4.1 ________________________________________________________________________ You may choose to “Overwrite Mac” if you want your BlackBerry device to be the master and replace everything on the Mac with what was in your device. 5.1.3.3

Meeting Maker is a little different:

Setting up MeetingMaker for Syncing with PocketMac: First, you must have the MeetingMaker Calendar program installed on your Mac. Follow the instructions in your MeetingMaker manual or have your System Administrator help you to set up the username, password, database, IP Address and Port in the Connection Info area. PocketMac SyncManager will start your MeetingMaker program so you can log on. Click Save, and it will continue syncing. 5.1.3.4

Meeting Maker Calendar Categories

You may also edit the Appointment Labels from MeetingMaker so they more closely match your labels in applications such as iCal. NOTE: Labels and categories are not supported in the calendar of the BlackBerry device itself.

Copyright 2001-2008, Information Appliance Associates

Page 21 PocketMac for BlackBerry 4.1 ________________________________________________________________________ Ignore appointments older than ____ days. To save space on your device, especially if you have a looooooong history of appointments in your calendar, you can also tell PocketMac not to sync old or outdated appointments. Put in the oldest date of appointments you need to have with you in the handheld for reference purposes (say, the last 60 days). PocketMac will sync any recurring appointments that are still active, but it will ignore all other inactive appointments in the Mac and not copy those to the BlackBerry device. 5.1.4

•

This setting will DELETE the old, outdated appointments from the handheld under the assumption you want to save time and space when syncing. If you want to preserve the data on the handheld, LEAVE THIS BLANK.

Sync Alert Message

If you are getting a Sync Alert message during this process, it means that you have attempted to set preferences for your BlackBerry device with regard to iCal Calendar, and OS 10.4.x is acting to protect and verify its own Syncservices files. •

CAUTION:

Leave the box next to “Delete all calendars…” BLANK. Click on the Allow button to proceed.

If this dialog box appears behind the PocketMac Preferences screen, just click on the top bar and drag it to the right so you can see it. Or just click Allow to close the dialog box.

Copyright 2001-2008, Information Appliance Associates

Page 22 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 5.1.5

Tasks

This tab displays all of the Tasks (ToDo List) plug-ins. offered by PocketMac for BlackBerry. This version of PocketMac for BlackBerry supports syncing tasks with the following applications: • • • • • • • •

Apple iCal ToDos, choose iCalTasks DayLite (3.0 and above) Entourage (v. 10.1.6 or 11.x) choose EntourageTasks Entourage 2008 (v. 12.x) choose Entourage2008Tasks Lotus Notes3 6.5 choose LotusNotesTasks Lotus Notes 7 choose LotusNotes7Tasks MeetingMaker (8.5) choose MeetingMakerTasks Now Contact (4.2) choose NowTasks

In order to sync with any of these applications, click the checkbox next to “Sync Tasks between the BlackBerry and Mac” just above the list of plugins.

Scroll down for more choices:

Your tasks application not here? If you have one of the newer programs that use SyncServices to directly sync with Apple iCal, no problem! Just choose iCalTasks and you can sync that data with your device!

Then, just click the checkbox of the application(s) you'd like to sync with. It’s now possible to sync with any or all of these applications at the same time. That is, any of the items that have a check mark next to it at the time of a sync session will be synchronized with your BlackBerry handheld. This feature would be of most use to someone who uses, say, both iCal and DayLite; now you'll be able to sync with both applications with your handheld at one time.

3

Please note that if the Lotus Notes 6.5 client is not installed when you install PocketMac for BlackBerry, it may be necessary to reinstall PocketMac for BlackBerry after having installed the Lotus Notes 6.5 client. In order to save space, PocketMac won't install the Lotus Notes client plugin if Lotus is not installed on your Mac.

Copyright 2001-2008, Information Appliance Associates

Page 23 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 5.1.5.1

Advanced Preferences:

Another feature worth highlighting here is the button that appears to the right of each entry in the Tasks applications list. When you click this button, PocketMac will display the advanced preferences available for the Tasks application you are working on (iCal, etc.). For example, if you were to click the Entourage Tasks entry, you would see a window similar to the one shown here. This window then allows you to fine-tune many of the sync options, determining which categories sync, and whether the sync in question will be a two-way sync or a one-way sync. Sync All Categories: The default setting is to include ALL categories (or in iCal, you may refer to them as Calendars) in your sync relationship with the BlackBerry device. Selective Categories: If you want to restrict the categories (Calendars) to only sync your chosen categories to the BlackBerry device: 1. Click on “Sync only categories selected below” 2. Uncheck any category that you want to remove from the sync. For example, you make choose to avoid syncing Personal tasks to a BlackBerry device from your office. 3. In Entourage: always leave <> checked so that items you have not categorized will be included in the sync. Sync Direction: The default setting is Two-way sync, where the BlackBerry device and the Mac will both end up with the same information in the synced programs. You may also choose “Overwrite device” to make the Mac’s contact file the “master” and replace everything on the device with the contents of your Mac-based contact file. You may choose to “Overwrite Mac” if you want your BlackBerry device to be the master and replace everything on the Mac with what was in your BlackBerry device.

Copyright 2001-2008, Information Appliance Associates

Page 24 PocketMac for BlackBerry 4.1 ________________________________________________________________________ Ignore tasks older than ____ days. To save space on your device, especially if you have a looooooong history of tasks in your system, you can also tell PocketMac not to sync old or outdated Tasks. Put in the oldest date of Tasks you need to have with you in the handheld for reference purposes (say, the last 60 days). PocketMac will sync any recurring tasks that are still active, but it will ignore all other inactive tasks on the Mac. Ignore completed tasks. If you would like to keep your list trim, try clicking this option to ignore the completed tasks on your next sync. That way, only open tasks will be transferred to the device, and it will be easier to manage.

5.1.6

•

This setting will DELETE the old, outdated tasks from the handheld under the assumption you want to save time and space when syncing. If you want to preserve the data on the handheld, LEAVE THIS BLANK. Likewise: Completed tasks will be DELETED from the handheld to preserve space.

Sync Alert Message

If you are getting a Sync Alert message during this process, it means that you have attempted to set preferences for your BlackBerry device with regard to iCal tasks, and OS 10.4.x is acting to protect and verify its own sync services files. •

CAUTION:

Leave the box next to “Delete all calendars…” BLANK. Click on the Allow button to proceed.

If this dialog box appears behind the PocketMac Preferences screen, just click on the top bar and drag it to the right so you can see it. Or just click Allow to close the dialog box.

Copyright 2001-2008, Information Appliance Associates

Page 25 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 5.1.7

Notes

This tab displays all of the notes plug-ins offered by PocketMac for BlackBerry. This version of PocketMac for BlackBerry supports syncing Memopad notes with the following applications: • • • • • •

DayLite (3.0 and above) Entourage (v. 10.1.6 or 11.x) choose EntourageNotes Entourage 2008 (V12.x) choose Entourage 2008Notes Apple OS X Mail, choose OSXMailNotes PocketMacSecureNotes Stickies

Scroll down for more choices:

In order to sync with any of these applications, click the checkbox next to “Sync Notes between the BlackBerry and Mac” just above the list of plug-ins. Then, just click the checkbox of the application(s) you'd like to sync with. Unlike previous editions of this software, it's now possible to sync with any or all of these applications at once. That is, any of the items that have a check mark next to it at the time of a sync session will be synchronized with your BlackBerry handheld. This feature would be of most use to someone who uses, say, both Entourage and DayLite; now you'll be able to sync with both applications with your handheld at the same time. NOTE: In Tiger (OS 10.4 and above), the Stickies program is the one found in the Applications folder, not the one in the Widgets area. When Widgets are active, the rest of the system is not active. So, for active, syncable notes, use the Stickies from Applications.

Copyright 2001-2008, Information Appliance Associates

Page 26 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 5.1.7.1

Advanced Preferences:

Another feature worth highlighting here is the button that appears to the right of each entry in the Notes applications list. When you click this button, PocketMac will display the advanced preferences available for the Notes application you are working on (Entourage, etc.). For example, if you were to click the Entourage Notes entry, you would see a window similar to the one shown here. This window then allows you to fine-tune many of the sync options, determining which categories sync, and whether the sync in question will be a two-way sync or a one-way sync. Sync All Categories: The default setting is to include ALL categories in your sync relationship with the BlackBerry device. Selective Categories: If you want to restrict the categories to only sync your chosen categories to the BlackBerry device: 1. Click on “Sync only categories selected below” 2. Uncheck any category that you want to remove from the sync. For example, you make choose to avoid syncing Personal notes to a BlackBerry device from your office. 3. Always leave <> checked so that items you have not categorized will be included in the sync. Sync Direction: The default setting is Two-way sync, where the BlackBerry device and the Mac will both end up with the same information in the synced programs. You may also choose “Overwrite device” to make the Mac’s contact file the “master” and replace everything on the device with the contents of your Mac-based contact file. You may choose to “Overwrite Mac” if you want your BlackBerry device to be the master and replace everything on the Mac with what was in your BlackBerry device. 5.1.7.2

DayLite Notes

If you would like to sync DayLite Notes to your BlackBerry device's Memopad, you must make sure that your Notes are saved as syncable notes. As a default, when your notes are added to DayLite, the program,

Copyright 2001-2008, Information Appliance Associates

Page 27 PocketMac for BlackBerry 4.1 ________________________________________________________________________ the Type says Normal. Just switch the type to Sync Note when you want DayLite to allow it to sync to your device. 5.1.8

Bookmarks

This tab displays the Bookmark preferences offered by PocketMac for BlackBerry. In this version of the software, you can push bookmarks from Safari on your Mac to your BlackBerry device. This is a one-way operation, designed to help you simply and easily have access to your favorite sites on your handheld. In order to sync the Safari bookmarks to your BlackBerry device, you'll first have to install special software to the BlackBerry device. This can be done right from this tab by clicking the Install button. You only do this the first time. NOTE: In order to use the Bookmarks feature, your BlackBerry device must be using operating system version 4.1 or higher. To verify this, go to Tools, Settings, and click on About. You should see something like “v4.1.0.198 (Platform 18.0.121)” on the third line from the top. As long as it starts with “v4” you’re in good shape. If you have an older model, click on Options, About, and look for the version number in the upper center portion of the display. If you need to upgrade your BlackBerry device’s operating system, see “Upgrading your BlackBerry device’s Operating System” below.

Copyright 2001-2008, Information Appliance Associates

Page 28 PocketMac for BlackBerry 4.1 ________________________________________________________________________ After the bookmark software is installed on your BlackBerry device, you'll want to look for an application on your handheld with an icon like this one:

.

Launching that application on the handheld should display your Safari bookmarks in a hierarchical fashion, similar to the display shown at right.

5.1.9

Email

This tab displays the email plug-ins offered by PocketMac for BlackBerry. This version of PocketMac for BlackBerry supports syncing email from your BlackBerry to your Mac with the following applications: • • •

Entourage 2008 (v 12.x) choose Entourage2008Mail Entourage (v. 10.1.6 or 11.x) choose EntourageMail OS X Mail

In order to sync with either of these applications, click the checkbox by “Copy BlackBerry inbox/sent messages to …” and then select which application you want to use from the popup menu. Advanced Preferences: Another feature worth highlighting here is the button that appears to the right of the name of the application you selected. When you click this button, PocketMac will display the advanced preferences available for the currently selected email application. For example, if you were to click the Entourage Tasks entry, you would see a window similar to the one shown here.

Copyright 2001-2008, Information Appliance Associates

Page 29 PocketMac for BlackBerry 4.1 ________________________________________________________________________ Sync mail received on device to Inbox: This option will take all mail you have in your BlackBerry Inbox and copy it to your mail program so you can work with it there, with a full-size keyboard and monitor. Sync mail sent from device to Sent folder: This option allows you to keep a copy of emails you sent from your device on your Mac. This makes archiving and researching old emails much easier when you need access to ALL your history. Make sure to set your Mac’s system Preferences in both the screensaver and the Energy Saver to longer times if you want it to actively move your email while you are away. Once your Mac goes to sleep, the automated functions of picking up and forwarding email and periodic syncing will become idle, too. 5.1.10

Redelivery

This tab displays the options for the redirector feature offered by PocketMac for BlackBerry. This version of PocketMac for BlackBerry supports redirecting new mail arriving on your Mac to your BlackBerry. Your mail isn't simply forwarded. Instead, the original mail message is redirected in such a way that when you reply using your BlackBerry device, you'll be replying to the original sender. PocketMac for BlackBerry offers redirector support for the following applications: • •

OS X Mail Entourage (v. 10.1.6 or 11 or 12)

Copyright 2001-2008, Information Appliance Associates

Page 30 PocketMac for BlackBerry 4.1 ________________________________________________________________________ Here’s how it works: 1. Check the box next to “Forward my new incoming mail from” and select the mail program you use from the popup menu. 2. Enter the email address of your BlackBerry handheld, or whatever email address you would like to use for forwarding. (It doesn’t HAVE to be a handheld…it can be any address). See the other settings below. 3. Leave PocketMac for BlackBerry running on the Mac when you leave. It will continuously monitor your mail program (every 8 minutes or so). 4. Mail comes in to your mail program (Entourage or OS X Mail). Your mail program will filter it according to its normal plan. 5. PocketMac forwards that new mail to your BlackBerry device. Even mail you have filtered into different folders. At the same time, it marks that email “read” and puts a “forward” arrow on the email. In Entourage, the note in the message says “You redirected this message on [date].” 6. Receive the message on your handheld, and you can reply directly from there, because the reply-to address still belongs to your original sender. There are several other options/settings on this page that deserve some attention. Checking this option ensures that PocketMac will only redirect email if your Mac has been idle for at least 8 minutes. This makes it easy to leave the redirector on all day, regardless of whether you're at your desk or not. You won't have to worry about too much mail being sent to the BlackBerry device with this option turned on. (Please note that if your Mac goes to sleep, no mail will be redirected. You can adjust your Mac's "Energy Saver" settings in System Preferences if you find the Mac is going to sleep too soon for your email redelivery needs.)

•

Only forward email when my Mac is idle.

•

My BlackBerry handheld's email address is

… This setting is required in order for the messages to be redirected. Usually, this address is one that ends in "blackberry.net"; if you're not sure what to enter here, please consult your cellular carrier. You can use ANY email address here; you are not restricted to just your handheld.

Copyright 2001-2008, Information Appliance Associates

Page 31 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 5.1.11

iTunes Music

To Turn it on, click the box next to “Push iTunes Music to the BlackBerry from the Mac.” On the left column, scroll down and check the boxes next to the Playlists you want to sync to your BlackBerry device. For fastest results, you might create at least one special Playlist that has your unprotected music. You can use as many Playlists as you like! 5.1.11.1

No media card present

If you have an older BlackBerry device, or if your newer BlackBerry device doesn’t have the microSD media card installed, you may not use this feature. Music is not synced to the main BlackBerry device memory due to the size of the files. If you have a device that uses the media card, check the recommendations in the Troubleshooting section below to make sure it is set up properly for the Mac to use it as a storage area.

Copyright 2001-2008, Information Appliance Associates

Page 32 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 5.1.12

iPhoto Pictures

To Turn it on, click the box next to “Push iPhoto photos to the BlackBerry from the Mac / Import BlackBerry photos” On the left column, scroll down and check the boxes next to the iPhoto Albums you want to sync to your BlackBerry device.

For fastest results, you might create at least one special Album that has photos you want to copy. You can use as many Albums as you like! 5.1.12.1

Scale photos for device.

This is a real space saver. Rather than copying a multi-megabyte giant file to your handheld, this feature makes them small enough to beautifully fit the small display on the handheld. This greatly magnifies the number of photos you can sync to your device. 5.1.12.2

Keep photos organized by album.

You may have only a few pictures syncing, so to keep things simple, PocketMac for BlackBerry can put all the photos in one folder on the handheld for easy, quick viewing. If you have a lot of pictures or prefer to keep them organized in separate folders, check this box and PocketMac will take care of that for you. 5.1.12.3

Import BlackBerry photos to iPhoto.

If your handheld has a camera, you can back up the pictures you take on the device and sync them directly to the BlackBerry Photos folder in iPhoto. 5.1.12.4

Troubles Syncing Photos?

See the Troubleshooting Section to review the technical requirements and settings you need to make sure you can sync photos to the BlackBerry device.

Copyright 2001-2008, Information Appliance Associates

Page 33 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 5.1.13

Connection

This tab displays some basic connection and device settings for PocketMac for BlackBerry. •

The USB/Serial port option is one you probably won't have to change unless you're using a USB-serial adapter and an older BlackBerry handheld. See the Troubleshooting Section if you are using the Serial Port and having difficulty.

•

My BlackBerry handheld requires 4 a password for use . This setting is

where you can enter your BlackBerry device's password so that PocketMac can sync with it. (If your handheld does not require a password, leave this blank.)

4

This password is stored in the Mac OS X keychain for greater security.

Copyright 2001-2008, Information Appliance Associates

Page 34 PocketMac for BlackBerry 4.1 ________________________________________________________________________

5.2 Configuring your .Mac Preferences When you click the .Mac icon, the SyncManager window expands to reveal the preferences panel for your .Mac Account. This allows you to coordinate the data on all your Macs, and your handheld as well, making sure all your data is as up to date as possible, no matter which Mac you are using. 5.2.1

Account Name

Enter your Account Name, which is the part of your .Mac email address that comes before the @ symbol. 5.2.2

Password

Enter the password you use to log into your .Mac account. 5.2.3

Use This Account

Click this button to save your settings and verify the settings are working correctly. 5.2.4

Don’t have a .Mac account?

Click on the Sign Up for .Mac button below to be taken to Apple’s web site, where you can sign up for a .Mac account of your own. NOTE: .Mac is not required to operate PocketMac for BlackBerry. You can use your PocketMac syncing to keep your other Macs up to date. However, the .Mac service is a welcome addition to users who have multiple Macs, and would like to share data from work calendars with the Mac and the handheld at once.

5.3 Configuring Preferences in DayLite 3.0 PocketMac installs a Preferences screen in the DayLite Program so you can control how the syncing will work.

Copyright 2001-2008, Information Appliance Associates

Page 35 PocketMac for BlackBerry 4.1 ________________________________________________________________________ On the DayLite menu bar, click on: • DayLite • Preferences And then click on PocketMac

Here, you have a choice to: 5.3.1

Reset database to current

This allows your current user login name and database selected to be the default database that PocketMac will use for syncing. This comes in very handy when you have a number of DayLite databases in your system, and you want to make sure the one you are currently using is the one that is used for syncing your BlackBerry device. 5.3.2

Constrain Contacts to the following Group

Some users find that they cannot sync correctly without using Constrain Contacts. If you have difficulty syncing your Contacts, particularly in a large network, click this box to Constrain Contacts, and then select the group that the system offers to you. 5.3.3

Daylite Database Field Name for Email

Currently, the only email address that is syncing is the first one in a field called “Email.” An enhancement will be added in a future version to support email field names such as “Home” and “Work” as well.

Copyright 2001-2008, Information Appliance Associates

Page 36 PocketMac for BlackBerry 4.1 ________________________________________________________________________

5.4 Configuring Preferences for Lotus Notes PocketMac requires explicit settings for the location of your Lotus Notes database. You may configure all of the settings for each type of syncing database from one screen. That means that once you do it in one place, you’re finished, and you will not have to configure each one individually within its own area. Set up each type of syncing database that you want to sync with Lotus Notes. 5.4.1

Open PocketMac Preferences

Select any type of database that you want to sync with Lotus Notes. Here, we have chosen the Contacts database. Click on the Advanced Preferences button next to the Lotus Notes entry. 5.4.2

Open Connection Info

On the Lotus Notes Advanced Preferences window, click on the Connection Info button at the lower left side of the screen.

5.4.3

Enter Lotus Notes Database Location and File Names

There are three database locations to set up: Contacts, Calendar and To Do. 5.4.3.1

Contacts/Calendar/To Do server

If Lotus Notes is installed on your local Macintosh drive, you may leave the Contacts Server field blank. Currently, PocketMac only works properly if you install Lotus Notes into its default data directory. That means that Lotus Notes installs by default into a folder called [Name of Hard Drive]/Applications/Lotus Notes/Data. And that is the format you must enter in this field. Abbreviations such as “~/Application Support/Lotus Notes” are not supported.

Copyright 2001-2008, Information Appliance Associates

Page 37 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 5.4.3.2

Contacts/Calendar/To Do mail filename

Enter the name of the data file EXACTLY as it is listed in Lotus Notes under “file/database/properties” for both the server name and filename, especially if the particular database resides on a server. Please be advised that short forms or alterations such as ~/names.nsf will not be properly recognized by PocketMac for purposes of syncing. Because syncing is so delicate an operation dealing with your data, being precise in this setup is worth its weight in gold. Formality in file names is one way to boost the security of your data.

5.5 Configuring Preferences from the PocketMac SyncManager Program 5.5.1

Schedule

There are 2 options to choose. • Open SyncManager on Login puts an item in your Login Applications so that when you log in, PocketMac SyncManager starts. •

• • 5.5.2 • •

•

Automatically sync every XXX minutes. As long as PocketMac SyncManager is open, the program will automatically sync the most current data with your device as often as you choose. That means when you pull out during the day, you will have very current data on the device. That saves time when you must run to meetings. Click OK to save your changes. Click on the red button to close the Preferences. Warnings We recommend you leave this at Prompt Me for the least disruption. Show all warnings will display them all to you, and that could be disruptive. It comes in handy for problem-solving, though. Only advanced users who know their errors should choose Ignore all.

Copyright 2001-2008, Information Appliance Associates

Page 38 PocketMac for BlackBerry 4.1 ________________________________________________________________________

6

Synchronizing

To synchronize using PocketMac SyncManager, just click the green Sync button clearly visible on the right-hand side of the SyncManager window (shown here).

A progress bar will appear, and the synchronization will begin. While the process of initiating synchronization is quite simple, there are a few things that can happen during a sync that you might want to be aware of.

Copyright 2001-2008, Information Appliance Associates

Page 39 PocketMac for BlackBerry 4.1 ________________________________________________________________________

6.1 Detected Deletion on Device This window or one like it may be displayed during a sync, if PocketMac for BlackBerry has detected that a record (contact, appointment, etc.) has been deleted from the handheld. Essentially, it's asking you for guidance on what to do. The options are: • • • • •

Restore all. Attempt to restore all deleted records using the corresponding data on the Mac. Restore one. Attempt to restore the record currently shown, but continue to be prompted about others. Remove all. Remove from the desktop all records corresponding to records deleted from the handheld. Remove one. Remove from the desktop the record corresponding to the one currently shown, but continue to be prompted about others. Cancel. Do nothing; Cancel this part of the sync until the data can be reviewed by hand.

6.2 Detected Deletion on Mac This window or one like it may be displayed during a sync, if PocketMac for BlackBerry has detected that a record (contact, appointment, etc.) has been deleted from the desktop. Essentially, it's asking you for guidance on what to do. The options are: • • • • •

Restore all. Attempt to restore all deleted records using the corresponding data on the handheld. Restore one. Attempt to restore the record currently shown, but continue to be prompted about others. Remove all. Remove from the handheld all records corresponding to records deleted from the handheld. Remove one. Remove from the handheld the record corresponding to the one currently shown, but continue to be prompted about others. Cancel. Do nothing; Cancel this part of the sync until the data can be reviewed by hand.

Copyright 2001-2008, Information Appliance Associates

Page 40 PocketMac for BlackBerry 4.1 ________________________________________________________________________

6.3 Sync Alert Message If you are getting a Sync Alert message during the sync, it means that this may be the first time you have attempted to sync this BlackBerry with iCal Calendar or Tasks, or that you have just adjusted the Preferences for either of those features. • •

Leave the box next to “Delete all calendars…” BLANK. Click on the Allow button to proceed.

6.4 Calendar Times All Shift one or more hours If you experience consistent shifting in the times your appointments appear on the handheld after syncing, please check the Options, Date/Time, Time Zone setting on your handheld. Make sure it perfectly matches the setting you have in your Mac, and the setting you have in your software program, if that is set separately. Entourage, for example, also has a Time Zone entry you must set. Once you set it correctly, the device times automatically shift to match the correct times. More detailed information is available in the previous section entitled: Time Zone on BlackBerry device Must Match Mac 6.4.1

2007 Daylight Savings Time Changes in North America

In 2005, Congress enacted a daylight savings time rule that moves the start and end dates of Daylight Savings Time starting in March of 2007. In order for this to work correctly on your system, you need to download and install the updates for the Macintosh OS X operating system, any software from Microsoft (like Entourage), and a special patch from Research In Motion. RIM explains the need for the patch in detail here: http://www.blackberry.com/select/dst2007/?CPID=EMC-dstpp&cp=dstpp&MIG=45D26EB This patch is required to be installed on all BlackBerry handheld devices. This patch requires BlackBerry OS 4.1 or higher to be installed on a user's device before applying it. In addition, wireless coverage is needed to complete the DST patch successfully. After installing the patch from PocketMac for BlackBerry it will download the necessary files from RIM to your handheld. This process takes under 5 minutes. If your device is used with a corporate environment or BES (BlackBerry® Enterprise Server), your IT department should install this patch for you. The patch can be installed from your BES Administrator. One more item needed as a pre-requisite... ...what BlackBerry operating system do I need and how I can tell which one I have? First, from the handheld, navigate to 'Options', then 'About' menu. Then on the About screen you will see the BlackBerry device specifics. The OS version should be represented by Copyright 2001-2008, Information Appliance Associates

Page 41 PocketMac for BlackBerry 4.1 ________________________________________________________________________ v4.x.x.xx. If you have v3.x.x, please consult with your cellular provider about a software upgrade to your BlackBerry device. OK... ...with that out of the way, here's how to install the update... Point your BlackBerry Browser® here to install over the air: http://www.blackberry.com/dst2007 1. PocketMac for BlackBerry will prompt you to install 'TimezoneOtaPatcher' software. Select Yes. 2. This installation process will take no more than 2 minutes. This application will install the patch to your handheld. Your device will briefly reboot after the installation has completed successfully. 3. After the reboot has completed successfully, you will need to navigate back to your 'Options' menu on the handheld. 4. You will see 2007 DST Patch at the top of the screen above About, this is normal. Select the 2007 DST Patch menu. You will see activity on this screen when the patch has successfully installed. 5. Your handheld will display '2007 DST patch applied' when the patch update has completed. That's it! You've successfully applied the 2007 DST Patch from your Macintosh and PocketMac for BlackBerry. If you have any questions, please contact our Technical Support Team here: http://www.pocketmacsupport.net When submitting a support request please enter the following text into the subject line: 'RIM 2007 DST Patch'.

6.5 Apple Programs Syncing Comments 6.5.1

Address Book Fields Added during Syncing

If you are using a version of the BlackBerry that has PIN and Direct Connect fields, during syncing, fields called PIN and Direct will be added to your Address Book records as needed. Likewise, if you are using the Other or Work 2 fields in the BlackBerry, they will create Other and Main fields in your Address Book records. However, making changes to these fields on existing records may not be sufficient to trigger the database matching. Consider making a small change to the name or the main email address or phone number to force the system to consider database changes on records where you have added data to minor fields. 6.5.2

Recurring Tasks Not added to iCal

As of this writing, iCal does not support recurrence in tasks (tested with 2.0.3 and below). Copyright 2001-2008, Information Appliance Associates

Page 42 PocketMac for BlackBerry 4.1 ________________________________________________________________________

6.6 DayLite Syncing Comments 6.6.1

DayLite Data Not Changed after Sync

If you sync with DayLite, and the DayLite program is open, after syncing the data does not appear changed on the screen. You can either close and reopen the program, or you can click on Actions, Refresh to make the screen update itself. This is fixed in version DL3 of DayLite. 6.6.2

Recurring Tasks Not Added to DayLite

As of this writing (rev. 4.1), DayLite does not support recurrence in tasks (tested with 1.9 and below). 6.6.3

Not all Email addresses sync

As of this writing (rev. 4.1), only one email addresses with the name “Email” will sync. If your email field is named Home, Work, or anything but Email, it will not sync. An enhancement will be added to a future version to allow more Email fields to sync.

6.7 Entourage Syncing Comments 6.7.1

Recurring Tasks Not Syncing in Entourage

If you have set recurring tasks, you will find that the recurrence information is lost when syncing with the BlackBerry device. That is because the Entourage program interface from Microsoft does not allow us to have access to recurrence information inside Entourage. We have reported that to Microsoft. Thank you for your patience as we work with them to resolve this issue.

6.8 Now Contacts/Now Up-To-Date Syncing Comments 6.8.1

Now Contacts/Up-To-Date Data Not Changed after Sync

If you sync with Now Contacts and/or Now Up-To-Date, and the Now program is open, after syncing the data does not appear changed on the screen. You can either close and reopen the program, or you can click on View, Show All to make the screen update itself. (That may be listed as “Find All” in older versions of Now.)

Copyright 2001-2008, Information Appliance Associates

Page 43 PocketMac for BlackBerry 4.1 ________________________________________________________________________

6.8.2

Now Contacts Demo/Unlicensed Version Won’t Sync Data

We have determined that the Demo version of Now Contacts 5.1.2, and probably all versions, will not allow PocketMac to sync data into the demo database. The fully licensed version of Now works correctly. So, check your license and make sure it’s current. 6.8.3

Recurring Tasks Not Added to Now Up-To-Date

As of this writing, Now does not support recurrence in tasks (tested with 5.1.2 and below). The first in the series of recurring tasks may appear, but none other. That is because the Now program interface does not allow us to have access to recurrence information inside Now Tasks. We have reported that to Now Software. Thank you for your patience as we work with them to resolve this issue.

6.9 Stickies Syncing Comments 6.9.1

BlackBerry Memopad Titles Don’t Sync to Stickies

Syncing with Stickies requires a special kind of workaround. Structurally, Stickies has a note field only, and no title. No title is created for a Stickies note until the user exports it to a separate text file, and it is no longer live in the system. That means that saved notes are not synced to the BlackBerry device because they are no longer active. The BlackBerry device's Memopad has both a Title field and a Note field. This is stronger structure to hold information, but it's a bit of a kluge to make this more robust structure work reliably in the flat Stickies structure. Currently, in order to make a Stickies Note fit in the BlackBerry device, the first line of text is taken and copied into the title area of the handheld. The first line of text remains in the note. The challenge comes in when you try to copy the Title from the BlackBerry device and tack it to the top of the note when it is transferred to Stickies: eventually, the title becomes duplicated many times as the notes move back and forth on subsequent syncs. Therefore, the most reliable method of syncing was to ignore the title field of the BlackBerry device during syncing with Stickies.

Copyright 2001-2008, Information Appliance Associates

Page 44 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 6.9.2

Memopad Title Workaround for Stickies

Our recommendation for people who choose to sync with Stickies is that you should repeat your desired Title on the first line of your note. Then, when it syncs back from Stickies, the first line appears to be a proper BlackBerry Note title. And when it syncs to Stickies again, the first line is not duplicated. Make the first line of your Stickies Note look like a proper Title for your BlackBerry device. That way, you won’t get a long jumbled first line of the text of your note; you’ll get a meaningful Title every time. 6.9.3

What Other Options Are Available?

PocketMac SecureNotes provides a better alternative for Stickies users. You can also secure all kinds of data, no matter what type. New in this version: if you use the Notes feature in Apple OS X Mail, you may now sync those notes with your Memopad.

7

Installing new software on your BlackBerry

7.1 How to Install Software You Already Have PocketMac for BlackBerry 4.1 offers you the ability to install new software to your BlackBerry device. To install new software, first, click the BlackBerry icon in PocketMac SyncManager as you did above to view the preferences, so that your SyncManager looks something like the image shown here.

Then, from the Utilities menu of SyncManager, at the top of your screen, click Install Software to Device .

Copyright 2001-2008, Information Appliance Associates

Page 45 PocketMac for BlackBerry 4.1 ________________________________________________________________________ You'll then be prompted to locate the alx file for the application you want to install. PocketMac will then prompt you to confirm that you want to install the selected software, as shown here: Tip! PocketMac for BlackBerry only installs handheld software in the ALX/COD file formats. If the software you want to install isn't available in that format, you may want to contact the software vendor and ask them to send you the ALX and COD file(s) directly.

A progress bar will appear to indicate that the software is being installed. When the installation is complete, PocketMac for BlackBerry will indicate that, as well, with a message similar to this one:

Please note that your BlackBerry device will reboot itself after the installation is complete, making it momentarily unavailable for synchronization or other uses. This is entirely normal and will only last a moment.

7.2 How to Get New Software for BlackBerry Along with the ability to install software, PocketMac for BlackBerry now offers the ability to get new software for your BlackBerry device. First, click the BlackBerry icon in PocketMac SyncManager as you did above to view the preferences, so that your SyncManager looks something like the image shown here. Make sure you are on the Status tab. Click on the icon below, called “Purchase Applications for your BlackBerry.”

Copyright 2001-2008, Information Appliance Associates

Page 46 PocketMac for BlackBerry 4.1 ________________________________________________________________________ Your browser will open to the PocketMac Handango screen, where you can purchase any tool or utility you like for your BlackBerry device. Select any application you want to try or buy, and complete the purchase steps according to the Handango site procedures. In this example, we browsed to Entertainment, and located a 3-day demo of a Mah Jong game.

Download the software you purchased. Your Mac may report that you are downloading an application and ask you to give your permission. Say yes. Look for the new folder in your downloads area. This is where you will have several files, and at least one of them must have an ALX or COD extension in the file name. Now, return to the step above to proceed with the installation.

7.3 Un-installing software from your BlackBerry Along with the ability to install software, PocketMac for BlackBerry now offers the ability to uninstall software that has been installed by PocketMac for BlackBerry. To uninstall software, try these steps: 1.

First, do a hard reset on your BlackBerry device. (Remove the battery for 10-15 seconds). This resets some file locking on the programs, and allows them to be

Copyright 2001-2008, Information Appliance Associates

Page 47 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 2.

accessed. Next, click the BlackBerry icon in PocketMac SyncManager as you did above to view the preferences, so that your SyncManager looks something like the image shown here.

3.

Then, from the Utilities menu of SyncManager at the top of your screen, click Uninstall Software from Device . The list of applications you installed on your BlackBerry device will appear5. Select the one you want to uninstall, and PocketMac will remove it for you. Please note that your BlackBerry device will reboot itself after the un-installation is complete, making it momentarily unavailable for synchronization or other uses. This is entirely normal and will only last a moment.

8

Support & Troubleshooting, FAQ

8.1 PocketMac Support If you need support for PocketMac for BlackBerry, please contact us through one of the following means: 8.1.1

Free Support via the Web

•

Through the RIM website at

•

This page will help you get in touch with RIM support who will be happy to help solve whatever questions you may have. For backup support online, you can also use the Help link in the software to reach a Knowledgebase, or enter a Support Request for help from the PocketMac team as well.

•

http://www.blackberry.com/support/index.shtml.

5

Please note that PocketMac for BlackBerry can only uninstall applications that were previously installed with PocketMac for BlackBerry, using the same Mac, which installed that software.

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Page 48 PocketMac for BlackBerry 4.1 ________________________________________________________________________

•

•

8.1.2 • • • •

The System Report is a tool that helps our engineers understand what is going on in your system. For fastest service, please run a System Report. PocketMac will immediately save it on your desktop as pmsystemreport.txt. Attach that file to the ticket when you submit a Ticket. Most support issues can be easily resolved with an email or two, but we're happy to help even on more complex issues. (The system report often helps diagnose problems in your Mac unrelated to PocketMac.) Phone Support via Paid Consultant Select “Phone Support” on the PocketMac support web site (http://www.pocketmac.net/support.html) to purchase a Phone Support ticket for a very reasonable fee. You will have the option to schedule your preferred phone support appointment date and time using our Online Phone Support Scheduler. A PocketMac-certified™ support engineer will contact you and give one-on-one support for PocketMac for BlackBerry software (English language only at this time). This service is available between 9:00 a.m. to 6:00 p.m. Pacific Time (Monday-Friday)

8.2 Upgrading the BlackBerry Operating System If you have an older version of the BlackBerry operating system and you want to install an updated version, at this time, that must still be done on a Windows-based PC. We are working on adding that functionality in a future version. Simply take the CD that came with your BlackBerry device, and your USB cable, to a Windows PC that has an Internet connection, and install the software on that computer. Follow the instructions in the BlackBerry device's manual for downloading and installing your update. Afterward, you may uninstall the software so that it does not occupy any more space on the Windows PC.

8.3 Troubleshooting Problems with Syncing 8.3.1

Problems with Connection

Go ahead and start a sync, even though the status does not show your BlackBerry device PIN number. Click on Window, Sync Log to see how the sync is doing. If your Mac doesn’t see the BlackBerry device after waiting 5 minutes, here are some steps to follow: 1.

Check the cable. a. Is it snugly connected to the BlackBerry device and to the Mac? Unplug and replug it firmly, just in case. Copyright 2001-2008, Information Appliance Associates

Page 49 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 2.

3.

4.

8.3.2 1. 2. 3.

8.3.3

Check the Mac a. Is the BlackBerry device plugged into a main USB port on the Mac? If not, move it to the body of the Mac. b. Try a different USB port…maybe the first one is bad or weak. Is it plugged into a USB hub? If so, does the hub have its own electrical cord that provides its own power? If not, please use a powered hub only. a. Is the hub connected to the body of the Mac, or a keyboard or display USB port? If it’s in a keyboard or display, you must move it to the body of the Mac. Keyboards and displays don’t have enough power to communicate or charge the BlackBerry device. Reset the Mac AND the BlackBerry device. a. Try pulling the battery out of the BlackBerry device for 30 seconds, and then replacing it. b. Try resetting the Mac c. Plug in the device when the Mac is back up and ready. d. If the BlackBerry device asks whether you want to use it as a mass storage device, answer Yes. (This applies if you are using an expanded memory card.) e. Start PocketMac again, and see if the connection is created. If you see the “Connected to Desktop” screen, your connection is up and running. Problems with Charging the BlackBerry/Error message that USB Power too low to charge the BlackBerry First, check the connection (see previous section). Is the Mac sleeping? a. If the Mac is sleeping, it is less likely to put out power to the USB ports. Is PocketMac software turned on? a. Especially if the Mac has just been sleeping, the Intel Mac may require you to start PocketMac in order to activate the special USB drivers that communicate with the BlackBerry device. You don’t have to sync: just turn on the software and it will establish a connection. Problems Connecting with a USB-Serial Adaptor

If you have a BlackBerry 957, 5810 or 6710 handheld, you've probably noticed that its cradle has a connector that doesn't fit any of the ports on your Macintosh. These older devices have not been known to sync reliably in the updated USB technology since Tiger (OS 10.4) was released, and has NOT been tested at all under Leopard. PocketMac for BlackBerry no longer supports these old devices. That being said, if you want to attempt to connect with one of those devices, you'll need a USB-serial adaptor, such as the 19HS unit offered by Keyspan (shown here). Just connect the BlackBerry device to one end of the adaptor, Copyright 2001-2008, Information Appliance Associates

Page 50 PocketMac for BlackBerry 4.1 ________________________________________________________________________ and connect the other end of the adaptor to your Mac. Install the Driver Software. The Keyspan adapter requires a setup in order to create a new Serial Port in your Mac. The software comes with the adapter. In case you don’t have the software, you can download the latest version here: http://www.keyspan.com/support/macosx/usa/ Select Connection Preferences in PocketMac Also, be sure to select the Serial port connection in the preferences (under "Connection") for PocketMac for BlackBerry as shown here. Although the port listing will be different on each Mac, you'll be looking for one named similarly to the USB-serial adaptor you're using. Since this example was done with a Keyspan 19Q adaptor, we'll want the USA19Q port, shown highlighted. NOTE:

8.3.4

Other adapters have not been successfully tested with the Mac. In the event you have a different adapter, make sure you have installed the drivers for that adapter so that they can create a suitable serial port. There is no guarantee another USBSerial connector will work, or even if this one will work. The older operating system on these devices can’t support many of the current features. Your best bet: get a deal from your service provider on upgrading to a newer BlackBerry device. Problems with Operation after Installation

1. Sometimes, when I install third party software, PocketMac says it's installed but it doesn't show up in my BlackBerry. a. PocketMac for BlackBerry doesn't always know if the software you're trying to install is appropriate to your handheld device. It may be that it is designed for a different model of BlackBerry. Check with the software developer to verify if your model of BlackBerry device and your BlackBerry operating system version, are supported. 2. What is the Sync Log? What does it do? a. The sync log is a verbose description of everything that takes place while the software is syncing to the handheld. The file name is synclog.log, and it is located in the ~/Library/Application Support/PocketMac SyncManager folder. PocketMac SyncManager keeps that file open while it’s operating. If we ask you to send it to us to help diagnose a support question, please first QUIT PocketMac, and then it will write the file to the hard drive, and then you can attach it to an email or a support ticket in the support system.

Copyright 2001-2008, Information Appliance Associates

Page 51 PocketMac for BlackBerry 4.1 ________________________________________________________________________ b. EASY Sync Log: click the PocketMac SyncManager software so that the Toolbar says PocketMac SyncManager on the upper left portion of your screen. Then click Window, and click Sync Log. The report will display in text format. You can save that, and attach it to an email, or Copy and Paste it into the support ticket. 3. The network administrator installed PocketMac for me because I don’t have administrator access. Now PocketMac opens, but I don’t see the BlackBerry image in my PocketMac SyncManager window. How do I get it to show up? a. PocketMac SyncManager stores the plug-ins in each user’s home folder to make sure that each user’s PocketMac for BlackBerry settings and synchronization history are properly managed. Your System Administrator can simply copy this plug-ins folder from his/her user folder to yours. Copy the complete contents of this folder: ~/Library/Application Support/PocketMac SyncManager/, and place it in the same location of the Mac user’s folder. 8.3.5 8.3.5.1

Problems Syncing Songs with iTunes or Playing Music on BlackBerry iTunes Syncing Requirements

If you would like to sync your iTunes playlist to your BlackBerry device, you must first have one of the newer BlackBerry handhelds that support the addition of a microSD memory card, and you must have one installed that is large enough to hold the songs you want to copy there. You must also set it up as a Mass Storage Device. When you connect it to the Mac, if the BlackBerry device asks whether you want to use it as a mass storage device, answer Yes. (This applies if you are using an expanded memory card.) As an example of the amount of space required, if your .mp3 songs average 5 MB in size, you can store about 50 on a 250 MB microSD card. Show File Info to see the size of the file you are working with.

Copyright 2001-2008, Information Appliance Associates

Page 52 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 8.3.5.2

Purchased Music May Not Work

If you have purchased music from iTunes Store, it is probably “protected” music. Even if you modify the file type, it may not be allowed to play on any other device. The newer “Unprotected” version of the song, which often costs about 50% more, should work. To see what type of music you are working with, in iTunes, select the song, and then click on File, Get Info. (Or Apple Command plus the letter “I”). Look for the word “Protected” on the upper left side of the screen in the “Kind” section.

8.3.5.3

File Format in iTunes

In iTunes, click on the Advanced menu, and select “Convert Selection to MP3” to change the file format from the AAC format that is built in. 8.3.5.4

This is the Info page on a protected song. You can see that the file format is .m4p, which the BlackBerry device can’t play.

This takes an unprotected song that is in the wrong format and converts it to mp3.

Info on an MP3 song

Here is an example of the info page for a song that will play on the BlackBerry device. Notice the “Kind” section says MPEG audio file but does NOT say Protected, and the file name at the bottom ends in .mp3.

Copyright 2001-2008, Information Appliance Associates

Page 53 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 8.3.6 8.3.6.1

Problems Syncing Photos Photo Syncing Requirements

If you would like to sync your iPhoto Albums to your BlackBerry device, you must first have one of the newer BlackBerry handhelds that support the addition of a microSD memory card, and you must have one installed that is large enough to hold the photos you want to copy there. You must also set it up as a Mass Storage Device. When you connect it to the Mac, if the BlackBerry device asks whether you want to use it as a mass storage device, answer Yes. (This applies if you are using an expanded memory card.) For example of space requirements, if your photos average 1 MB in size, you can store about 250 on a 250 MB microSD card. Store your Photos in Libraries for easy syncing. 8.3.6.2

Photo Size

To find out how large your photo file is, open iPhoto, and click once to select the photo. Click on the Photos menu on the top, and select Show Info. (You can press Apple Command plus the letter I as well.) Unless there is some reason you need full size pictures on the handheld, try checking the button Scale photos for device. 8.3.6.3

No media card present

If you have an older BlackBerry device, or if your newer BlackBerry device doesn’t have the microSD media card installed, you may not use this feature. Photos are not synced to the main BlackBerry device memory due to the size of the files.

Copyright 2001-2008, Information Appliance Associates

Page 54 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 8.3.7

Starts a new Sync every 15 minutes

If your PocketMac for BlackBerry starts a new sync every 15 minutes (or any period you don’t expect it to sync), you can check the PocketMac SyncManager preferences.

8.3.7.1

There is no check mark in “Automatically sync every x minutes.”

Some systems still pick up the automatic setting even if you have it turned off. Go ahead and check the box, then select “60” minutes, and close the Preferences window. Try that setting for a while. If it still syncs too often for your taste, uncheck the box again. It is possible that this second setting will be recognized even in systems that wouldn’t recognize it before. 8.3.7.2

There is a check mark in “Automatically sync every x minutes” and the number of minutes is too low.

Just change the number of minutes to the largest interval you want. If you are very actively changing items in your calendar and contacts, this setting serves as a regular, repetitive backup throughout the day, and allows you to unplug and run if you need to, with relative confidence your BlackBerry device is up to date. 8.3.8 8.3.8.1

Data Quality Problems with Syncing iCal Calendar or Tasks not moving to the handheld a. The first time you sync, the Mac will present a Sync Alert message to ask your permission to sync that data with the BlackBerry device. See “Sync Alert Message” in chapter 4. If you clicked “Don’t Allow,” then that will block you from sending data to the handheld. b. You can fix that by using the “SyncClean” utility listed below. This is a one-time thing. After you clean out the SyncServices folder, retry your sync, and click Allow this time.

8.3.8.2

Entourage data seems to be garbled on the device after syncing. a. Especially if data still looks fine in the Mac, chances are, your Entourage data has seen a lot of use, but you have not had a chance to do some maintenance in a while. Your Entourage indexes are probably corrupted. This is easy to fix. b. You can fix that by using the EntourageRebuild utility listed below. We recommend you run this before you sync the first time, and at least once a month. If you are REALLY busy adding records to Entourage, do this weekly.

Copyright 2001-2008, Information Appliance Associates

Page 55 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 8.3.8.3

Automatic syncing on a schedule or email forwarding not working when Mac is idle. a. Make sure to set your Mac’s system Preferences in both the Display/Screensaver and the Energy Saver to longer times if you want it to actively move your email while you are away. Once your Mac hard drive goes to sleep, the automated functions of picking up and forwarding email and periodic syncing will become idle, too. b. Make sure only one copy of PocketMac is running. If you start it twice, it can get confused when trying to run timed events.

8.3.8.4

Duplicate Data results from syncing. a. This can be caused by databases that already exist on the Mac and the BlackBerry device being merged together. b. This can be caused by syncing with two different computers, such as a PC and a Mac. i. Sometimes the data on the device isn’t a perfect enough match to be screened out by the syncing software during the first sync. ii. Rather than delete the “wrong” record, the system preserves BOTH so that you can evaluate them and merge the data you want to keep. iii. Perform this update, including merging information and deleting the duplicate entries, on the Mac ONLY, then back up your database according to the publisher’s instructions. iv. Repeat the sync, and carefully review the “Deletion Detected on Macintosh” screens as you delete duplicates during the syncing process. v. Check the Mac and BlackBerry device again. The BlackBerry device records should now reflect your changed information. vi. Sync once again. This will make sure both BlackBerry device and Mac are on the same page. vii. Now, if you are also syncing with another computer, take this BlackBerry device and repeat the above steps to make sure they are both in sync on that computer. If possible, try to move the data from the other computer’s existing record into the “new” record that was added by syncing with the BlackBerry device. That “new” record is already matched on the Mac, and that will make sure that better matching will happen on subsequent syncing. viii. Return to the Mac, and repeat the above steps again. ix. And again, with the other computer. Repeat it until all 3 devices sync with minimal duplicate records. Once that has occurred, the devices will all be matched up, and then you can resume syncing normally. x. Duplicates will usually only occur if someone manually adds records to both the handheld and the Mac. Then you have to decide which one is the more correct one, and delete it.

Copyright 2001-2008, Information Appliance Associates

Page 56 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 8.3.8.5

Other problems

If you experience other problems during syncing, you may need more intense diagnosis. In that case, please visit our support site at http://www.pocketmacsupport.net and submit a request for help in our support center so we can help you. 8.3.9

Data Cleanup and Maintenance Utilities

All the data cleanup and maintenance utilities may be found in your home folder (the folder with your name on it in the Users folder), under ~/Library/Application Support/PocketMac SyncManager/Additional Tools/. WARNING: With the exception of the EntourageRebuild tool, these tools allow you to wipe out data from the BlackBerry device or the synchronization history on your Mac. Please only use DataPurgeUI and SyncClean as a last effort to clean up data that is messy, because it will set you back to square one and erase the data. Because this is so serious, we have not connected these utilities to menus in the main program in order to prevent accidental experimentation. DataPurgeUI: This utility helps you clean out the data tables in your BlackBerry device. You have a choice to clean out (purge) all the data in Contacts, Tasks, Calendar or Notes. Once you do this, when you Sync again, PocketMac will say that it has Detected a Deletion on the Device. If you want to restore the data to the device from the last sync, or if you want to remove all the data from the Mac, you can use those commands on the Deletion screen. Otherwise, if you would like to start syncing as if it were the first sync, with no memory of syncing that has gone before, and then use the SyncClean utility before you try syncing again.

Copyright 2001-2008, Information Appliance Associates

Page 57 PocketMac for BlackBerry 4.1 ________________________________________________________________________ SyncClean: This utility allows you to erase the synchronization history files so the Mac thinks you are syncing for the first time. WARNING: If you clean out the sync history and don’t clean out the device or the Mac database, you may experience duplication of records since the sync process can’t always identify exact matches in your data. We recommend using this with DataPurgeUI to make sure the BlackBerry device starts with empty data and your Mac-based software can be the “master” when you are trying to clean up. 1. Use Clean Sync Services Files to clean out Tiger’s SyncServices folder if you are using iCal Calendar and/or Tasks in OS 10.4.x. This will start the computer syncing as if it was the first time. You will get the Sync Alert window the next time you sync, so make sure you click: Allow. 2. Use Clean PocketMac Files to clean out all the synchronization history files and return the computer to the “First Sync” condition. If you have Entourage, we recommend you do a rebuild before resuming syncing. EntourageRebuild: This utility starts your Entourage program and allows you to run the Rebuild utility. You may also do this manually by quitting Entourage, and then restart while holding down the Option key.

Copyright 2001-2008, Information Appliance Associates

Page 58 PocketMac for BlackBerry 4.1 ________________________________________________________________________

8.4 Uninstalling PocketMac UninstallPocketMac Program: If you should later decide to uninstall PocketMac for BlackBerry, locate the application called UninstallPocketMac in Applications, under the PocketMac SyncManager folder. Double-click to launch the UninstallPocketMac program.

Authentication: You will be prompted for your Mac system password; enter your admin-level password.

Confirmation: You will next be asked to confirm that you want to uninstall PocketMac for BlackBerry. Click Yes to continue.

Finish Up: Next, there will be a short pause while the program examines your system, then it will quickly remove the files. When install has concluded, select "Quit" from the lower right side of the screen.

Copyright 2001-2008, Information Appliance Associates

Page 59 PocketMac for BlackBerry 4.1 ________________________________________________________________________ 8.4.1

A little housecleaning, and a caution

Notice that you may still have the green PocketMac Alias in your Dock, if you put it there during installation. Simply click on it and drag it up off the Dock, and it will disappear into a cloud. In addition, you will have the PocketMac SyncManager folder in your Applications folder. You may now drag these to the Trash, and empty the Trash. If you intend to reinstall and would like to save your settings, your sync history, and your backup data, you should leave the ~/Library/Application Support/PocketMac6 folder in place. However, if you are transferring your Mac to another person, you should also drag the PocketMac folder to the Trash, and empty the Trash. We save these files intentionally because most users who choose to uninstall also want to reinstall right away. Rather than remove all your backup files, you should preserve them in case of an emergency later. Only if you intend to stop syncing with the BlackBerry and you are sure your data in your databases is secure would you remove these files.

8.5 Updates to PocketMac Please visit http://www.discoverblackberry.com/discover/mac_solutions.jsp to find updates to the program.

9

How to Restore Backup Data using PocketMac SyncManager

9.1 Automatic Backup of Sync Data PocketMac SyncManager automatically creates data backups of every record it reads from the desktop prior to synchronizing. This same data can then be used to restore any lost data in the event of a system failure or accidental deletion.

9.2 Caution about Restoring from Backup The backup and restore processes are full backups/full restores. They are not selective. That means that if you attempt a restore to, say, Address Book, all of the backed up records will be readded to Address Book. This could cause duplicates, especially if the Address Book already has data in it at the time of the restore. If you want to find one specific item that had been accidentally deleted, you would probably be better off to look through the backup data (XML

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This ~/ mark is a shorthand notation that refers to the Macintosh Hard Drive, Users folder, under the home folder with your user name. Therefore, if your name is Charlie, the full folder name is /Users/Charlie/Library/Application Support/PocketMac. Contact Tech support at http://www.pocketmacsupport.net if you are wary of removing these files: better safe than sorry!

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Page 60 PocketMac for BlackBerry 4.1 ________________________________________________________________________ file) by hand for that specific information, opening the file in TextEdit or your favorite XML editor.

9.3 When Restoring Is Necessary 1. 2. 3.

If you have a hard drive crash and your valuable contact and calendar data is damaged. If you remove data accidentally during the sync process. If data you synced from a device has not incorporated well into your database.

9.4 Restoring data from backups made to .Mac By default, PocketMac SyncManager backs up all records to a folder on your Mac HD called /Users/[yourname]/Library/Application Support/PocketMac/Backup. In that folder, you will find one or more other folders named for the products or applications from which the data was backed up. For example, a typical Backup folder might show:

since those are the types of syncs the user has performed with PocketMac SyncManager. PocketMac SyncManager can optionally backup your data to your .Mac account if you have one. PocketMac SyncManager does this by creating the same basic file structure used on the Mac HD within your .Mac account. Instead of a Backup folder, though, there's a folder called PocketMacBackupData – do not delete within your .Mac account's iDisk. So, again, within that folder, you might see:

So, in order to do a restore from the .Mac backup, you'd simply copy the appropriate folder from the iDisk/PocketMacBackupData – do not delete to the /Users/[yourname]/Library/Application Support/PocketMac/Backup folder on your Mac HD and follow the steps below in Restoring data from backups on your Mac HD.

9.5 Notes about the .Mac backup process There are a few quick things worth noting about the .Mac backup process. Copyright 2001-2008, Information Appliance Associates

Page 61 PocketMac for BlackBerry 4.1 ________________________________________________________________________ First, the .Mac backup is performed prior to any actual syncing of any kind. This means that the .Mac backup is actually copying the backup data from the previous sync, making it continually one sync behind the data on the Mac HD. While this is neither intentional nor unintentional, it has a very solid benefit – if you accidentally delete your data and then do a second sync, at least the data will be preserved on the .Mac iDisk. The second thing to note about the .Mac backup process is that nothing is ever deleted from the iDisk. Certainly, files are overwritten, but nothing is ever deleted. Finally, please note that if you launch the .applescript file before copying the data back to the Mac HD, the restore will be done using the data on the Mac HD and not the .Mac iDisk.

9.6 Step-By-Step Restoring from .Mac 1. 2. 3.

Quit PocketMac SyncManager if it is running. In Finder, click on the iDisk icon in the upper left side of the window. Locate the folder called “PocketMacBackupData – do not delete ” a. Control-Click on the folder and choose Copy “PocketMacBackupData – do

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In Finder, click on the Home Folder with your name a. Click on Library to open the folder b. Click on Application Support to open the folder c. Click on PocketMac to open the folder d. Click on Backup to open the folder e. Control-Click and select Paste to place the folders you want to restore into the Backup folder. Now that your data is on your Mac HD, please continue with the next section.

not delete ”

5.

9.7 Restoring data from backups on your Mac HD PocketMac SyncManager backs up all records to a folder on your Mac HD called /Users/[yourname]/Library/Application Support/PocketMac/Backup. In that

folder, you will find one or more other folders named for the products or applications from which the data was backed up. For example, a typical Backup folder might show:

since those are the types of syncs this user has performed with PocketMac SyncManager. In order to do a restore to, say, Entourage's Contacts using the data from your PocketMac for BlackBerry syncs, you'd open the EntourageContacts folder. In that folder, you would see: Copyright 2001-2008, Information Appliance Associates

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To do a full restore, then, you would first quit PocketMac SyncManager if it's running, and then simply double-click the .SyncManagerRestoreAction file. SyncManager RestoreTool appears, and shows something along the lines of:

To start the restore, then, simply click the similar in appearance to this one:

button. A window

will appear. When the restoration is complete, the window will disappear. In the example above, the backed up data will now appear in Entourage's Contacts list. Before you move on: check the restoration and see how well the data came into the program. Repeat the above steps for any other sync folder you would like to restore. Copyright 2001-2008, Information Appliance Associates

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9.7.1 NOTE:

Entourage Note If you are restoring data to an Entourage database, please make sure that you quit Entourage, and then hold down the Option key and restart Entourage. This will get you into database maintenance mode. Please do an Advanced Rebuild before resuming syncing with the database.

9.8 Other Ways to Clean up Data If you are restoring data from backups, you may also find that you want to clean up data that has not synced to your device correctly.

9.9 BlackBerry Device Cleanup Tool If you have a BlackBerry and would like to clean out the data on the device to make way for the newly restored data, you can use the DataPurge utility referred to earlier in 6.3.5. This tool will allow you to selectively clean out individual areas of the BlackBerry, or all areas at once.

10 Thank you Once again, thank you for using PocketMac for BlackBerry. We thank you for being a part of a community that believes in supporting innovative software solutions.

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11 Appendix A: BlackBerry-to-Mac field mappings 11.1 What are field mappings? Field mappings are a fancy way of saying, "Where does the home phone on my BlackBerry go when I sync with my Mac?" or "If I have 4 email addresses for a contact on my Mac, how many of those will be synced to my BlackBerry device?" In the Macintosh Address Book, some fields may be created on the fly if they don’t currently appear in Address Book. For example, the PIN field is created in Address Book if you have that data in your handheld address book records. Other software programs have fixed fields that are not changeable by the syncing process. Finally, some databases like Entourage have fields that we are not “allowed” to move data into or read data out. Not all handhelds have all these fields; different BlackBerry handhelds have different fields, depending on the version of the operating system you are running.

11.2 Field mappings for contacts

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BlackBerry

Address Book

Entourage

DayLite

LotusNotes

MeetingMaker

Now Contact

Salutation First Last Email Email Email Company Title Work Work2 Home Mobile Pager

Salutation First Last Work email Home email Other email Company Job Title Work Main Home phone Mobile phone Pager phone

Salutation First Last Email [not mapped] [not mapped]7 Organization Role Main Phone Work Phone Home Phone Mobile phone [not mapped]7

Title First Last Email Address Misc phone3 [not mapped] Company Job Title Office phone [not mapped]7 Phone number Cell phone Misc phone1

Title First Last Email1 Other2 Other3 [not mapped] Department Work phone [not mapped]7 Home phone Mobile phone [not mapped]7

Salut First Last Email1 Email2 [not mapped]7 Company Title Work phone [not mapped]7 Home phone Mobile phone [not mapped]7

Other Fax PIN

Other Work fax PIN

Title First Last Email1 Email2 Email3 Company Job Title Work phone Work phone2 Home phone Mobile phone Pager Custom phone3 Work fax Home fax7

Other Fax PIN

Custom3 [not mapped]7 Custom2

[not mapped]7 Work fax Home fax

WorkAddress

WorkAddress

WorkAddress

WorkAddress

Misc phone2 Office fax [not mapped]7 OfficeStreetAddre ss

WorkAddress

WorkAddress

WorkCity WorkState Work Postal Code

WorkCity WorkState Work Postal Code

WorkCity WorkState Work Postal Code

WorkCity WorkState Work Postal Code

OfficeCity OfficeState

WorkCity WorkState Work Postal Code

WorkCity WorkState Work Postal Code

WorkCountry HomeAddress

WorkCountry HomeAddress

WorkCountry HomeAddress

WorkCountry HomeAddress

WorkCountry [not mapped]7

WorkCountry HomeAddress

Office Zip OfficeCountry StreetAddress

No corresponding field.

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Page 65 PocketMac for BlackBerry 4.1 ________________________________________________________________________ BlackBerry

Address Book

Entourage

DayLite

HomeCity HomeState Home Postal Code

HomeCity HomeState Home Postal Code

HomeCity HomeState Home Postal Code

HomeCity HomeState Home Postal Code

HomeCountry User1 User2 User3 User4 Notes

HomeCountry [not mapped]7 [not mapped]7 [not mapped]7 [not mapped]7 Note

HomeCountry [not mapped]8 [not mapped]8 [not mapped]8 [not mapped]8 Notes

HomeCountry [not mapped]7 [not mapped]7 [not mapped]7 [not mapped]7 Notes

LotusNotes

MeetingMaker 7

StreetCity StreetState

[not mapped] [not mapped]7

Zip Country [not mapped]7 [not mapped]7 [not mapped]7 [not mapped]7 Comment

[not mapped]7 [not mapped]7 [not mapped]7 [not mapped]7 [not mapped]7 [not mapped]7 Info

Now Contact

HomeCity HomeState Home Postal Code HomeCountry Custom1 Custom2 Custom3 Custom4 Notes

Fields which may/may not appear on your handheld depending on carrier, model, etc.

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Direct Connect OneWay Pager Two Way Pager

Direct One way pager phone Two way pager phone

Home phone2 Custom phone1 Custom phone2

Direct Connect

[not mapped]7

Custom1

Other phone

[not mapped]7

[not mapped]7

Custom4

[not mapped]7

[not mapped]7

[not mapped]7

[not mapped]7

[not mapped]7

Webpage

Webpage

Webpage

Webpage

Webpage

Other1

Webpage

Although corresponding field exists, the interface(s) provided do not permit programmatic access to field.

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