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Transcript of Cell i Cad b Anywhere Server User Guide
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Cellica Database Anywhere (Enterprise Edition) Page 1
C
ELLICA DATABASE
A
NYWHERE
-
E
NTERPRISE
E
DITION
S
ERVER SIDE
U
SER
G
UIDE
P
RODUCT
V
ERSION
:
4.2.0
D
OCUMENT
V
ERSION
:
3.0.0
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CONTENTS
1 INTRODUCTION.................................................................................................................................. 10
1.1 FEATURES................................................................................................................................... 10
2 INSTALLATION.................................................................................................................................... 12
2.1 DESKTOP INSTALLATION............................................................................................................. 12
3 USING THE
C
ELLICA
D
ATABASE ON THE
S
ERVER............................................................................ 16
3.1 USER MANAGER.......................................................................................................................... 16
3.1.1 User Group..................................................................................................................................... 2
3.1.2 User Settings ................................................................................................................................. 2
3.2 PROFILE MANAGER..................................................................................................................... 24
3.2.1 File Based Database .................................................................................................................... 2
3.2.2 DSN based Database................................................................................................................... 2
3.2.3 User Selection for profile.............................................................................................................. 2
3.2.4 Build Query ( Apply Sort/Filters )................................................................................................. 2
3.2.5 Change Detection for Database.................................................................................................. 3
3.2.6 Database Location on Android.................................................................................................... 3
3.2.7 Applying Filters.............................................................................................................................. 3
3.2.8 Apply Sort....................................................................................................................................... 3
3.2.9 Apply Column Sequence.............................................................................................................. 3
3.2.10 Selection of Stored Procedure..................................................................................................... 3
3.2.11 Custom Filters ( advance profile creataion)............................................................................... 3
3.2.12 Setting sync permissions of the users for Profile...................................................................... 3
3.2.13 Edit Profile...................................................................................................................................... 3
3.2.14Add/Remove User......................................................................................................................... 3
3.2.15 Remove Profile.............................................................................................................................. 4
3.2.16 View Profile Data........................................................................................................................... 4
3.2.17 Set Password................................................................................................................................. 4
3.3 CONTROL DEVICE SIDE DATABASE UPDATE CAPABILITIES.......................................................... 42
3.4 FORM MANGER........................................................................................................................... 44
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3.4.1 Add Form (Create Form).............................................................................................................. 4
3.4.1.1 Select Users For New Form .................................................................................... 46
3.4.1.2 Design Form ............................................................................................................ 48
3.4.2 Form Controls................................................................................................................................ 4
3.4.2.1 Label ........................................................................................................................ 49
3.4.2.2 Text Box ................................................................................................................... 50
3.4.2.3 QR Code/Bar Code .................................................................................................. 52
3.4.2.4 Hide Characters ....................................................................................................... 53
3.4.2.5 NFC Scan(Android/ Windows Phone 8/ Windows RT Only) ................................. 53
3.4.2.6 NFC Lookup(Android/ Windows Phone 8/ Windows RT Only): ............................. 53
3.4.2.7 URL .......................................................................................................................... 54
3.4.2.8 Rich Text .................................................................................................................. 54
3.4.2.9 Lookup Mapping ...................................................................................................... 55
3.4.2.10 Check Box ................................................................................................................ 55
3.4.2.11 Combo Box .............................................................................................................. 57
3.4.2.12 List Box .................................................................................................................... 60
3.4.2.13 Button ....................................................................................................................... 64
3.4.2.14 Date Time ................................................................................................................ 73
3.4.2.15 Radio Button ............................................................................................................ 74
3.4.2.16 Formula .................................................................................................................... 75
3.4.2.17 Container.................................................................................................................. 77
3.4.2.18 UnBound Image ....................................................................................................... 79
3.4.2.19 Location.................................................................................................................... 82
3.4.2.20 Grid .......................................................................................................................... 83
3.4.2.21 Graph ....................................................................................................................... 86
3.4.2.22 Add Page ................................................................................................................. 86
3.4.2.23 Import Page ............................................................................................................. 86
3.4.2.24 Delete Page ............................................................................................................. 87
3.4.2.25 Delete ....................................................................................................................... 87
3.4.2.26 SubForm .................................................................................................................. 87
3.4.2.27 Create SubForm ...................................................................................................... 88
3.4.3 Quick designing tips for Form ......................................................................................................... 91
3.4.3.1 Align controls to each other ..................................................................................... 91
3.4.3.2 Resize controls uniformly relative to each other on a form ..................................... 92
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3.4.3.3 Move multiple controls ............................................................................................. 93
3.4.3.4 Manage spacing between controls uniformly relative to each other on a form ...... 93
3.4.3.5 Copy / Paste Controls .............................................................................................. 93
3.4.3.6 Aspect Ratio ............................................................................................................. 94
3.4.3.7 Manage spacing between pixels on form ................................................................ 94
3.5 MACROS...................................................................................................................................... 94
3.5.1 Components of a Macro............................................................................................................... 9
3.5.2 Create a Macro.............................................................................................................................. 9
3.5.3 Using various options on Macro Builder.................................................................................. 9
3.5.4 Commands..................................................................................................................................... 9
3.5.5 Expressions.................................................................................................................................. 105
3.5.6 Date Time functions for expression.......................................................................................... 10
3.5.6.1 Now(Flag) .............................................................................................................. 106
3.5.6.2 DateDiff(date1, date2) ........................................................................................... 106
3.5.6.3 Add(date, Flag, Cnt) .............................................................................................. 107
3.5.6.4 Substract (date, Flag, Cnt) .................................................................................... 107
3.5.6.5 Year (date) ............................................................................................................. 107
3.5.6.6 Month(date) ............................................................................................................ 107
3.5.6.7 MonthName(date) .................................................................................................. 107
3.5.6.8 DayNameOfWeek(date) ........................................................................................ 107
3.5.6.9 DayOfMonth(date) ................................................................................................. 107
3.5.6.10 DayOfWeek(date) .................................................................................................. 107
3.5.6.11 DayOfYear(date) .................................................................................................... 107
3.5.6.12 TimeDiff(Time1, Time2) ......................................................................................... 107
3.5.6.13 Time Add(Time, Flag, Cnt) .................................................................................... 108
3.5.6.14 Time Substract(Time, Flag, Cnt) ........................................................................... 108
3.5.6.15 Hour(datetime) ....................................................................................................... 108
3.5.6.16 Minute(datetime) .................................................................................................... 108
3.5.6.17 Second(datetime) .................................................................................................. 108
3.5.6.18 String ConvertToTimeString(Flag) ........................................................................ 108
3.5.6.19 Date StringToDate(string) ...................................................................................... 108
3.5.6.20 Time StringToTime(String) .................................................................................... 108
3.5.6.21 DateTime StringToDateTime(String) ..................................................................... 108
3.5.7 String functions............................................................................................................................ 10
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3.5.7.1 Concat( text1, text2) .............................................................................................. 108
3.5.7.2 Substring( text, start, length) ................................................................................. 109
3.5.7.3 Insert(text, start, length, insert_text) ...................................................................... 110
3.5.7.4 Replace(text, search_string, replacement_text) .................................................... 110
3.5.7.5 Length(text) ............................................................................................................ 110
3.5.7.6 Left(text, count ) ..................................................................................................... 111
3.5.7.7 Right(text, count ) .................................................................................................. 111
3.5.7.8 Locate(search_string, text, start) ........................................................................... 112
3.5.7.9 Ltrim(text) ............................................................................................................... 112
3.5.7.10 Rtrim(text) .............................................................................................................. 112
3.5.7.11 Repeat(text , search_string) .................................................................................. 113
3.5.7.12 Lcase(text) ............................................................................................................. 113
3.5.7.13 Ucase(text) ............................................................................................................. 113
3.5.8 Conditional Branches and Loops.............................................................................................. 11
3.6 EVENTS: ..................................................................................................................................... 117
3.6.1 Form Level Events...................................................................................................................... 11
3.6.2 Control Level Events................................................................................................................... 11
3.6.2.1 TextBox/Location/Formula Field control event ...................................................... 118
3.6.2.2 Combobox/CheckBox/RadioButton(Group) control event .................................... 119
3.6.2.3 Button control event: .............................................................................................. 119
3.6.2.4 Radio Group Event: ............................................................................................... 120
3.6.2.5 Container Control Event: ....................................................................................... 121
3.6.3 Export Form Design.................................................................................................................... 12
3.6.3.1 Export Form Design ............................................................................................... 121
3.6.4 Export Form(s)............................................................................................................................. 12
3.6.5 Edit Form...................................................................................................................................... 12
3.6.6 Remove Form.............................................................................................................................. 12
3.6.7 Set Password............................................................................................................................... 12
3.6.8 Check Status................................................................................................................................ 12
3.7 REPORT MANAGER.................................................................................................................... 123
3.8 SETTINGS (PREFERENCES)...................................................................................................... 125
3.8.1 Administrative Settings .................................................................................................................. 126
4 FREQUENTLY
A
SKED
Q
UESTIONS.................................................................................................. 137
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4.1 DESKTOP................................................................................................................................... 137
4.1.1 Does software send complete database every time?..................................................................... 13
4.1.2 Is my data secure? ......................................................................................................................... 13
4.1.3 How I can use device id in Cellica Database ?............................................................................... 13
4.1.4 How I can input/read qrcode/barcode in Cellica Database ?....................................................... 13
4.1.5 What is Bound and UnBound image control? ................................................................................ 1384.1.6 How to use image control for displaying logo?.............................................................................. 13
4.1.7 How to use FileMaker Pro to create profiles in desktop application?............................................ 138
4.1.8 How to use phone call Feature and Send Email Feature on forms?............................................... 138
4.1.9 How to select multiple controls on form designer?....................................................................... 13
4.1.10 How to work with multiple controls in form designer?.................................................................. 13
4.1.11 I am getting message, Device ID XXXXXX already present?....................................................... 139
4.1.12 Can I associate record timestamp with database record? ............................................................. 139
4.1.13 How can I associate digital signature with record?........................................................................ 14
4.1.14 Can I view and sync PDF data ? ...................................................................................................... 14
4.1.15 How I can backup my form design work/ Forms/ How I can avoid redesigning of forms/ How I can
reuse form/ How I can rename form? ......................................................................................................... 144.1.16 Can I use forms designed with single user edition in enterprise edition?....................................... 141
5 SUPPORTED
D
ATA
T
YPES............................................................................................................... 142
6 SYSTEM
R
EQUIREMENT.................................................................................................................. 143
7 CONTACT
US.................................................................................................................................. 144
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L
IST OF
F
IGURES
Figure 1: Installation Start ....................................................................................................................... 12
Figure 2: User ID for Enterprise Edition ................................................................................................. 13Figure 3: Installation Path ....................................................................................................................... 14
Figure 4: Finish Setup ............................................................................................................................. 15
Figure 5: User Manager .......................................................................................................................... 17
Figure 6: Add devices ............................................................................................................................. 18
Figure 7: Select Device Model/Resolution ............................................................................................. 19
Figure 8: Create user groups .................................................................................................................. 20
Figure 9: Profile Manager ....................................................................................................................... 24
Figure 10: Database Selection ............................................................................................................... 25Figure 11: File Based Database Selection ............................................................................................. 26
Figure 12: Excel Selection ...................................................................................................................... 27
Figure 13: DSN Database Selection ...................................................................................................... 28
Figure 14: Device User Selection for Profile .......................................................................................... 29
Figure 15: File based Table Selection .................................................................................................... 30
Figure 16: DSN Table Selection ............................................................................................................. 31
Figure 17: Apply Filter ............................................................................................................................. 33
Figure 18: Apply Sort .............................................................................................................................. 34Figure 19: Arrange Columns .................................................................................................................. 35
Figure 20: Select DSN of Stored Procedure .......................................................................................... 36
Figure 21: Selection of Stored Procedure .............................................................................................. 37
Figure 22: Enter Parameter Values for Stored Procedure ..................................................................... 38
Figure 23: Set Sync Permissions of User for Profile .............................................................................. 39
Figure 24: Add/Remove user for particular profile ................................................................................. 40
Figure 25: User Permissions .................................................................................................................. 42
Figure 26: User Permissions .................................................................................................................. 43Figure 27: Form Manager ....................................................................................................................... 44
Figure 28: Select Profile for designing the Form .................................................................................... 45
Figure 29: User Selection for Form ........................................................................................................ 47
Figure 30: Textbox Control Properties ................................................................................................... 51
Figure 31: Checkbox Control Properties ................................................................................................ 56
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Figure 32: Combo Box Control Properties with Source Type: Valued List ............................................ 58
Figure 33: Combo Box Control Properties with Source Type: Another Profile ...................................... 59
Figure 34: Single selection List Box control ........................................................................................... 62
Figure 35: ListBox Control Properties with Source Type: Another Profile ............................................. 63
Figure 36: Multiple View Columns for ListBox........................................................................................ 63
Figure 37: Lookup Condition for List Box control ................................................................................... 64
Figure 38: Select "Help File" for form ..................................................................................................... 71
Figure 39: Select Help file type ............................................................................................................... 72
Figure 40: Select Help File according to file type ................................................................................... 72
Figure 41: Set "Action" property to Help ................................................................................................. 72
Figure 42: Sync action button ................................................................................................................. 73
Figure 43: Date Time .............................................................................................................................. 74
Figure 44: Radio Button .......................................................................................................................... 75
Figure 45: Formula.................................................................................................................................. 76
Figure 46: Image ..................................................................................................................................... 77
Figure 47: Signature ............................................................................................................................... 78
Figure 48: For attaching device side image ........................................................................................... 79
Figure 49: Logo Manager ....................................................................................................................... 80
Figure 50: Select logo and assign users ................................................................................................ 81
Figure 51: For setting logo across forms ................................................................................................ 81
Figure 52: Location Control (Longitude/Latitude) ................................................................................... 82
Figure 53: Grid Control Field Selection on Main Form Grid ................................................................... 84
Figure 54: Grid Control Field Selection .................................................................................................. 85
Figure 55: Bar and Pie Chart X, Y axis column Selection ..................................................................... 86
Figure 56: Profile selection for Subform ................................................................................................. 89
Figure 57: Create relation between Main form and subform ................................................................. 90
Figure 58: Setting Relationship type between main and subform. ........................................................ 91
Figure 59: Macros Property in Form and Tab Properties Control..................................................... 95
Figure 60: Macro Builder...................................................................................................................... 96
Figure 61: Enter Name for Macro ........................................................................................................... 97
Figure 62: Add command in New Macro ................................................................................................ 98
Figure 63: Use Global Variables in Assign command of expression ................................................... 106
Figure 64: Conditional branches and Loops. ....................................................................................... 116
Figure 65: Form Event Property ........................................................................................................... 117
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Figure 66: Set macros for Form Level Event. ...................................................................................... 118
Figure 67: Control Event Property ........................................................................................................ 118
Figure 68: Set macros for Control Level Event. ................................................................................... 119
Figure 69: Set macros for Radio or Combo box or Checkbox Event .................................................. 119
Figure 70: Set macros for button Event................................................................................................ 120
Figure 71: Radio Group Event Property ............................................................................................... 120
Figure 72: Set macros for Radio Event ................................................................................................ 121
Figure 73: Report Manager................................................................................................................... 123
Figure 74: Preferences ......................................................................................................................... 125
Figure 75: Synchronization Settings ..................................................................................................... 129
Figure 76: Create Global Variable ........................................................................................................ 135
Figure 77: Setting concurrent connection settings dialog .................................................................... 136
Figure 78: Setting application logo ....................................................................................................... 136
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1 INTRODUCTION
Being away from your office does not mean not having the access to your backend data. Consider
the scenario when you and your team want to carry a copy of the data on iPhone/ iPad/ Android/
Windows Phone 8/ Windows RT devices. Now it is possible with the Cellica Database Anywhere
(Enterprise Edition).
Enterprise Cellica Database allows you and your team to be more productive by allowing you to view
and update the database contents on your iPhone, iPad, Android Phone, Windows Phone8/RT
devices. Enterprise Cellica Database allows to sync with Microsoft Access, FileMaker Pro, Microsof
Excel, and any ODBC Compliant database like Oracle, SQL Server, etc. The software package
consists of two components: the Enterprise Cellica Database Server that runs on Microsoft Windows
based PC and Client that run on the iPhone/iPad/Android/Windows devices. You will use the Server
software to add iPhone, iPad, Android, Windows devices to the server; create the database profiles
(make the list of database) for those devices and data will synchronize to those iPhone, iPad,
Android, Windows devices. Client software on devices will receive these profiles and data
respectively; now device users can view and update the database on their devices.
1.1 Features
Synchronize data wirelessly with iPhone/iPad/Android (Phone/Tablet)/ Windows Phone
8/RT devices (Using Internet).
View and update data on iPhone/iPad/ Android (Phone/Tablet)/ Windows Phone
8/RT which will reflect to Server database immediately.
Synchronize Table/View or Stored Procedure of your database with devices
Synchronize only updated desktop data to device.
Apply SQL Select queries, Filters; Sort the fields and Synchronize data according to it.
Supported Databases: Microsoft Access, Access 2007, Microsoft Excel, Excel 2007, Oracle,
SQL Server, DB2, MySQL, PostgreSQL, FoxPro, dBase, R:BASE and any ODBC Compliant Data
base
Supported Password protection.
Supports Unicode language database such as Japanese, Chinese, Korean, Russian etc.
Supported Forms on iPhone/iPad/ Android (Phone/Tablet)/ Windows Phone 8/RT.
Design form on desktop with Label, Text Field, Buttons, Checkbox, Combo box, Page control
Supports Sub forms, Design a master/detail form, or a parent/child form using sub form.
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Image control on form, Select image on device for each record.
Create form in Portrait/ Landscape mode.
Import/Export form design.
Synchronize image and signature data with desktop.
Supported Signature control.
Support Time/Stamp feature to find when user update particular record.
Support QR Code (Bar code) Scanning using camera of iPhone/iPad/Android/Windows
device.
Support Security by password protection to device side application and encryption of
database on device.
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2 INSTALLATION
2.1 Desktop Installation
Download CellicaDatabaseAW-EEdition.exe file if you have not done so already.
Run this setup on the Windows PC, on which internet connection is available. Double Click on this
Setup file and this will show following screen.
Figure 1: Installation Start
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After checking internet connection on your PC, software asks for User ID, here enter User ID which is
provided by Cellica.
Figure 2: User ID for Enterprise Edition
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Select the installation path for Cellica Database Server.
Figure 3: Installation Path
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Figure 4: Finish Setup
After successful installation of the software on Personal Computer, installation location path will have
Cellica Database Anywhere Enterprise Edition folder, which contains server Files, and Device
Installation Files folder. Desktop FilescontainsECellicaDBAnywhereAdmin.exeand other files
required for this software and short cut for ECellicaDBAnywhereAdmin.exe and User Guide is
available on your server.
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3 USING THE CELLICA DATABASE ON THE SERVER
This section will explain how to use Cellica Database software on the PC.
Run ECellicaDBAnywhereAdmin from the shortcut available on the desktop, or use Start Menu: Start->Programs-> Cellica Database Anywhere Enterprise Edition-> Cellica Database Anywhere Enterprise
Edition.
There are four modules available here.
1. User Manager
2. Profile Manager
3. Form Manager
4.
Report Manager5. Settings (Preferences)
3.1 User Manager
Use User Manager Moduletoaddusers and their iPhone, iPad, Android Phone/Tablet and Windows
Phone 8/RT devices information.
Data can be transfer to the devices added in this module only. In this module you can also remove
the users.
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Figure 5: User Manager
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Use Add New User button to Add new device to User Manager.
For iPhone/iPad, Device ID is UDID of iPhone.
ForAndroid
Phone, Device ID is IMEI/MEID/MAC ADDRESS of Android Phone/Tablet.
Figure 6: Add devices
Once user information is entered, you need to select the Device Model for the users device from the
list of available devices.
If the device is not present in the list, you can add it by using Custom Resolution option. You need
to provide the device resolution and PPI while adding the device using this option.
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Figure 7: Select Device Model/Resolution
For more information about Device Preferences go to 3.8.1Administrative Settings
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3.1.1 User Group
You can group users for better management.. Instead of selecting individual users each time you can
select a group while assigning users at the time of new profile/form/reports creation process.
Application supports Smart Groups which will allow to auto create groups by using information
provided at the time of adding users in User Manager module like Designation, Device Type.
You can also create the custom groups as per your need.
Figure 8: Create user groups
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3.1.2 User Settings
For newly added user, use User Settingsbutton for assigning Profiles, Forms and Reports.
This feature enables you to configure new userwith existing Profiles, Forms and Reports.
a. Assign Profiles:
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Select the Profiles that you want to Synchronize for selecteduser
.
For already existing User, you can remove Profile for that userby deselecting it.
b. Assign Forms:
Similarly you can add/remove existing Forms for selected user by selecting it or deselecting it.
For adding Forms to new user, Forms should be already present with same Device Type and
Resolution.
c. Assign Reports:
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You can also add/remove existing Reports for selected user by selecting it or deselecting it.
For adding Reports to new user, Reports should be already present with same Device Type.
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3.2Profile Manager
Figure 9: Profile Manager
Once you add BlackBerry/ iPhone/ Pocket PC Phone user in User Manager, Use Profile Manager to
add profiles (list of database) to those users. Use Add Profile/Remove Profile buttons to update the
profiles lists.
When you use Add Profilebutton, you will get screen similar to the one shown below.
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Figure 10: Database Selection
Select the database, which you want to sync with devices. Administrator can select File based as well
as DSN based database. Apply Filter/ Sort/ Select Field for selected tables.
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3.2.1 File Based Database
Figure 11: File Based Database Selection
Click onBrowse
button to select file of type:MS Access, MS Excel, FoxPro, dBase
, or click on
Browse button. You will get the screen as follows.
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1. Select Files of type such as Microsoft Access Database (*.mdb, *.accdb), Excel Files (*.xls,
*.xlsx, *.xlsm), or FoxPro/dbase Database (*.dbf) files and then select File name of your
choice, for example NWIND.mdb, and click Open.
2. When you select an Excel file using Browse button, you will get a dialog prompt as:
Figure 12: Excel Selection
Here, when you select "View As Excel Worksheet", contents will be shown similar to that of
Excel Worksheet. Whereas, when you select "View first row as field header, it will be treated
as a database. In this case, customized SQL queries will work on your Spreadsheet.
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3.2.2 DSN based Database
Click on popup provided to select database via Database Source (DSN) such asOracle, MySQL, and
SQL Server. You will see list of available Database Source Name.
Figure 13: DSN Database Selection
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3.2.3 User Selection for profile
When you will press Nextbutton you will get the list of users available in User Manager. Just enable
the checkmark to select the particular device users for syncing that profile.
Figure 14: Device User Selection for Profile
3.2.4 Build Query ( Apply Sort/Filters )
To manually apply filters and sort orders click on "Filters" and "Sort Order" buttons.
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Figure 15: File based Table Selection
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You can manage DSN via ODBC Data Source Manager in Windows Control Panel.
Figure 16: DSN Table Selection
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3.2.5 Change Detection for Database
Changes in desktop database are found using Cellicas Change Detection Logic. If your database
supports Triggers, then you can speedup Change Detection process by selecting Trigger Base for
Change Detection of database.
3.2.6Database Location on Android
For Android users, admin can send data to SD Card. On User Selection dialog, select SD card
option to send data on SD Card of all selected Android devices.
3.2.7 Applying Filters
In the above dialog box, click on "Filtersbutton, you will see the following filter dialog:
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Figure 17: Apply Filter
Here, you can apply as many filters as you want. Click on "Add" button to have more filters. Select
field from "Field
" dropdown control, select operator from "Operator
" dropdown control and click on
"Value" edit box and enter value, which you want as a filter condition value.
You can use following date time functions in filter query.
Now(): Current date and time at the time of query execution is used in filter.
Date():current date at the time of query execution is used in filter.
Time():current time at the time of query execution is used in filter.
3.2.8 Apply Sort
In New Profile: Build Query dialog (Fig. 11), click on the"Sortbutton, you will get the following sort
order Dialog.
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Figure 18: Apply Sort
Use Add button to implement Sorting on particular column.
3.2.9 Apply Column Sequence
Here you can alter the order of column of your database, which you want to view on your device.
Select the fields in the order in which you want those to appear on your device. Use Clear All button
to uncheck all the selected fields. Use Undo Select button to undo last selection.
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Figure 19: Arrange Columns
3.2.10 Selection of Stored Procedure
After selecting ODBC Database option (in fig.10), you will get Stored Procedure check mark
option, enable this check mark and you will get list of stored Procedure in your database. Select
Stored Procedure from this list.
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Figure 20: Select DSN of Stored Procedure
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Figure 21: Selection of Stored Procedure
If your stored Procedure will have parameter values, then Parameter values dialog will appear.Select Particular Parameter and click on Value field for that parameter. Enter specific value you want.
Use OK button to finish it.
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Figure 22: Enter Parameter Values for Stored Procedure
3.2.11 Custom Filters ( advance profile creataion)
Administrator can create single profile for all users/devices and can assign what dataset to be sent to
individual user/device by applying custom filters. So there is no need to create individual profile for
each user. Also single form can be used for multiple devices (of same resolutions) instead of
deploying separate form for each device.
Please find the document at following path for detail information about how advance profile creation
feature works in Cellica Database application.
http://cellica.kayako.com/Knowledgebase/Article/View/67/0/how-advancesmart-profiles-in-cellica-
database--enterprise-edition-wi-fianywhereapplication-works
3.2.12Setting sync permissions of the users for Profile
After clicking Next button on Build Query page, the Set User Profile Sync Permission dialog
appears.
http://cellica.kayako.com/Knowledgebase/Article/View/67/0/how-advancesmart-profiles-in-cellica-database--enterprise-edition-wi-fianywhereapplication-workshttp://cellica.kayako.com/Knowledgebase/Article/View/67/0/how-advancesmart-profiles-in-cellica-database--enterprise-edition-wi-fianywhereapplication-workshttp://cellica.kayako.com/Knowledgebase/Article/View/67/0/how-advancesmart-profiles-in-cellica-database--enterprise-edition-wi-fianywhereapplication-workshttp://cellica.kayako.com/Knowledgebase/Article/View/67/0/how-advancesmart-profiles-in-cellica-database--enterprise-edition-wi-fianywhereapplication-workshttp://cellica.kayako.com/Knowledgebase/Article/View/67/0/how-advancesmart-profiles-in-cellica-database--enterprise-edition-wi-fianywhereapplication-works -
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Figure 23: Set Sync Permissions of User for Profile
Select user/users, set check mark for required sync permissions and click on Set Permissions
button.
Desktop to Device: The profile is synced one way from desktop to device only. Changes from
desktop database will be uploaded to devices.
Device to Desktop:
The profile is synced one way from device to desktop only. Changes from device
are synced with desktop database. This sync permission is useful for profiles used for Data
Collection purpose only.
Both:
Setting both sync permission will allow synchronizing changes from both direction. Desktop
changes are uploaded to devices also the device changes are synced with desktop database.
3.2.13Edit Profile
Use Edit Profile button to edit the profile. Administrator can change the Table/Stored
Procedure/Change selected fields for particular profile.
If the particular profile is assigned to any form, subform, or use as Lookup on any form, software does
not allow updating the profile.
3.2.14Add/Remove User
Use Add/Remove User button to add/remove device users for particular profile. When you click on
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Edit Profile button, you will get following dialog. Enable checkmark for particular user to add that user
to current profile and remove checkmark to remove particular user from currently selected profile.
Figure 24: Add/Remove user for particular profile
3.2.15Remove Profile
Use Remove Profile button to remove particular profile from Profile Manager. If the profile is as
Lookup or for subform then user need that first and then will able to remove profile from Profile
Manager.
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3.2.16View Profile Data
View records of selected profile in single record mode.
3.2.17 Set Password
This option allows user to set Password to particular Profile. Device side User will able to open the
profile only by using the password set by Administrator. This is applicable to only Profile, not for the
form created on that profile.
Administrator can set different password to each Profile.
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3.3 Control device side database update capabilities
Administrator can set permissions for each device users like Add/Edit/Delete records on device.
When create new profile or edit profile in Profile Manager, on the last dialog of profile selection
wizard, where devices has to select for that profile, Select the User and click on "SyncBack"dropdown control and change status to "Allowed". When you will set "SyncBack" status to "Allowed",
you will get "User Permissions" Dialog.
Here administrator can set particular permissions for that user, according to that user can update
records from his device.
Figure 25: User Permissions
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Figure 26: User Permissions
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3.4 Form Manger
Figure 27: Form Manager
In Form Manager, you can create the form on the profiles, which are created in Profile
Manager.
3.4.1 Add Form (Create Form)
Use AddFormbutton to create Forms for all the device users. You will get following windows on
clicking AddFormbutton.
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Figure 28: Select Profile for designing the Form
Here select the profile on which you want to create form for all the device users.
After selection of the profile, you will get DesignFormoption for the specific devices types (eg. iPad
or iPhone or BlackBerry) for which various devices has assigned in Profile Manager.
Use respective button for respective device type.
Example:Here click on the Design New Formbutton to design form for the selec
ted profile for the iPad users selected for that profile.
Please check DesignFormsection in this document, to see how to design the form for iPhone
and iPad users.
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3.4.1.1 Select Users For New Form
When you select button, you will get following dialog which will display the list of
users available for the selected profile and for that particular device.
Select the users for whom you want to create form.
Also after selection of user, you have to select the option to import already created form design or you
can design your own custom form for all the selected users.
You can design the custom form in Portrait as well as in Landscape mode. Select the mode you want
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Figure 29: User Selection for Form
After selection of users, Click on Nextbutton to design the form for all selected users. This Form
will be send to all user selected in above dialog.
For Android, On , you will get following type of dialog. Here select
The resolution of device for which you want to design the form. After selection of device resolution,
Click on DesignNew Formbutton and you will get above dialog for user selection and option for
form designing.
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3.4.1.2 Design Form
After clicking on button and selection of users, You will get following screen,
which will show blank canvas of iPad/iPhone/Android to design form for iPad or iPhone or Android?
Add controls to canvas from Control Pallet according to your requirement. You can add controls to
canvas by two ways either select the control in Control pallet and drag it to canvas or select the
particular control and then click on canvas.
See the FormControlssection in this manual for properties of each control provided.
See Tab Properties section for Form properties.
Here Design Form button will show canvas area iPad.
Here Design Form button will show canvas area for Android.
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Form Properties:
Visible:
Set this property to False, If you do not want to show the form in form list on Form tab of
device application.
Macros:
Create the macros to be used on the form.
Event:
Assign the macros on form events.
Help File:
Assign help file to the form describing in brief about how this form works or other useful
information about the form or controls on form.
3.4.2 Form Controls
Following section will explain controls available for form. To design form, you have to drag the control
as per your requirement and set the properties for each control.
Following description of each control assumes that you are on the Form Design page.
3.4.2.1 Label
You use labels on a form to display descriptive text such as titles, captions, or brief instructions.
Labels don't display values from fields or expressions; they're always unbound and they don't change
as you move from record to record.Use following procedure to create a stand-alone label (a label that isn't attached to another control).
1. Click the Label tool in the Tool Box.
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2. On the form, click where you want to place the label, and then type the text for the label in Caption
property in Label Control Properties.
You can resize the label after you enter all the text.
Other Label Control Properties:
[X, Y]:
Set the location of control by entering the value of X/Y co-ordinate.
[Width, Height]:
Use this to set the width and height of the control.
Horizontal Align:
You can align the text to Left, Right and Center.
Vertical Align:
You can align the text vertically to Top, Bottom and Center.
ForeColor:
This property allows user to change the text color of label.
Font Name:
Set font name for label, this property shows the list of font names supported by iPad
application.
Font Size:
Here select the font size as per your requirement.
3.4.2.2 Text Box
Use text boxes on a form to display data from a record source. This type of text box is called a bound
text box because it's bound to data in a field.
User can also use Text box for getting DeviceID of his device and save the record with his
DevideID. For this user needs to set content type to DeviceID
Use following procedure to create a Text box.
1. Click the Text Box tool in the Tool Box.
2. On the form, click where you want to place the Text Box
3. In Text Box Control Properties, click the Data Column.
4. Select the field, which you want to bind with this text field.
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Figure 30: Textbox Control Properties
When you will drag the Textbox control on form, software maps it (Data Column) to None, .
Please Change it according to your required column.
Control ID:
You can use it in Formula control.
[X, Y]:
Set the location of control by entering the value of X/Y co-ordinate.
[Width,Height]:
Use this to set the width and height of the control.
Content Type:
- TextBoxThis is default content type.
- DeviceID - User can get UDID of device by setting this property to DeviceID. On new
record, user will get UDID in this control.
- QRCodeSet this for reading Barcode/QRCode values directly in textbox using inbuilt
camera for read them.- UUID- Set this for entering UUID values in your database column.( Universally unique
identifier)
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Default value:
Set default value for this text box when user will add new record.
Read Only:
If you want this Text Box non editable then set it to True.
ForeColor:
Set text color for this Text Box.
Font Name:
Set Font for this Text Box.
Font Size:
Set font size here for the text in the Text Box.
Horizontal Align:
You can align the text to Left, Right and Center.
Vertical Align:
You can align the text vertically to Top, Bottom and Center.
Trim:
You can trim spaces added before or after entered text in TextBox.
3.4.2.3 QR Code/Bar Code
Use text box on the form to get QR Code/Bar Code data. Drag Text Box control on form and set
Content Type to QRCode. Now on iPad, you need to tap on this control to scan the QR Code and
transfer the scanned value in to this Text box control.
You can search QR Code data in your database. On Find dialog, you will get Scan QR Code
button, This will allow you to scan QR Code data and after scanning QR code, you can search it
in your database.
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3.4.2.4 Hide Characters
To create Password type fields( Textbox where you want to hide characters and show placeholders) ,
Set Content Type Property to Hide Characters. Now when you use this Textbox on device, the
typed characters will be showed as password character.
3.4.2.5 NFC Scan(Android/ Windows Phone 8/ Windows RT Only)
You can use NFC scan to make entry while Add/Update records on Forms. To use NFC data choose
Content Type property to NFC. Now when you scan NFC tags and data will be populated in this
Textbox.
3.4.2.6 NFC Lookup(Android/ Windows Phone 8/ Windows RT Only):
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Sometimes you want to fetch some data from other profiles depending on the NFC tag just scanned.
To implement this set Content Type of Textbox to NFC Lookup. You need to map from which
profile you want to fetch data and the fields on forms to populate with data.
Here we set Customers as Lookup profile whose SHOP23 column data will be matched with
scanned NFC Tag.
Once matched, we want ID valuesfrom Customers Profile in TextBox1 on Form.
3.4.2.7 URL
You can view pdf/images stored on webserver, Local Network PC and SD card ( for android)
For more information:
http://www.cellica.com/KB/How_to_view_images_Pdf_on_Webserver_LocalNetworkPC_SDC
ard_in_Cellica_Database.pdf
3.4.2.8 Rich Text
You can view Rich Text in your database column ( text with html tags) in Cellica Database device
application. Set Content Type property of TextBox control to RichText and map the Data Column
with formatted tags data to this control while designing form.
When synced to device you can view formatted data in this TextBox control on form.
http://www.cellica.com/KB/How_to_view_images_Pdf_on_Webserver_LocalNetworkPC_SDCard_in_Cellica_Database.pdfhttp://www.cellica.com/KB/How_to_view_images_Pdf_on_Webserver_LocalNetworkPC_SDCard_in_Cellica_Database.pdfhttp://www.cellica.com/KB/How_to_view_images_Pdf_on_Webserver_LocalNetworkPC_SDCard_in_Cellica_Database.pdfhttp://www.cellica.com/KB/How_to_view_images_Pdf_on_Webserver_LocalNetworkPC_SDCard_in_Cellica_Database.pdfhttp://www.cellica.com/KB/How_to_view_images_Pdf_on_Webserver_LocalNetworkPC_SDCard_in_Cellica_Database.pdf -
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3.4.2.9 Lookup Mapping
Sometimes depending on value in current table we want to get information from another table while
adding or modifying records.
While designing form you can add Lookup condition to all Data Column bound controls like TextBox,
ComboBox, DateTime, Location, Formula Control etc.
Following knowledgebase article contains more information about how to use Lookup Condition
property for Form Controls in Cellica Database.
http://cellica.kayako.com/Knowledgebase/Article/View/44/0/what-is-lookup-mapping-property-
available-for-controls-on-form-how-to-use-data-in-another-profilestables-while-add-and-update-
record-on-forms
3.4.2.10Check Box
You can use a check box on a form as a stand-alone control to display a Yes/No, True/False, orOn/Off value. If the check box contains a check mark, the value is Yes; if it doesn't, the value is No.
You can bind check box control to a column defined as aBit
data type. When the value in this column
is 1, it is equivalent to Yes, On, or Trueconditions. When the value is 0, the column indicates No, Off,
orFalse
conditions.
Use following procedure to create a Check box.
1. Click the Check Box tool in the Tool Box.
2. on the form, click where you want to place the Check Box3. In Check Box Control Properties, click the Data Column.
4. Select the field which you want to bind with this Check Box field.
http://cellica.kayako.com/Knowledgebase/Article/View/44/0/what-is-lookup-mapping-property-available-for-controls-on-form-how-to-use-data-in-another-profilestables-while-add-and-update-record-on-formshttp://cellica.kayako.com/Knowledgebase/Article/View/44/0/what-is-lookup-mapping-property-available-for-controls-on-form-how-to-use-data-in-another-profilestables-while-add-and-update-record-on-formshttp://cellica.kayako.com/Knowledgebase/Article/View/44/0/what-is-lookup-mapping-property-available-for-controls-on-form-how-to-use-data-in-another-profilestables-while-add-and-update-record-on-formshttp://cellica.kayako.com/Knowledgebase/Article/View/44/0/what-is-lookup-mapping-property-available-for-controls-on-form-how-to-use-data-in-another-profilestables-while-add-and-update-record-on-formshttp://cellica.kayako.com/Knowledgebase/Article/View/44/0/what-is-lookup-mapping-property-available-for-controls-on-form-how-to-use-data-in-another-profilestables-while-add-and-update-record-on-formshttp://cellica.kayako.com/Knowledgebase/Article/View/44/0/what-is-lookup-mapping-property-available-for-controls-on-form-how-to-use-data-in-another-profilestables-while-add-and-update-record-on-formshttp://cellica.kayako.com/Knowledgebase/Article/View/44/0/what-is-lookup-mapping-property-available-for-controls-on-form-how-to-use-data-in-another-profilestables-while-add-and-update-record-on-forms -
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Figure 31: Checkbox Control Properties
Data Column:
Select the column of your database which you want to bind with this control.
Caption:
Give caption to checkbox control.
Default Value:
Set default value(checked or unchecked) for this control when you will add new record.
Unchecked:User can set value for which check mark control shows unchecked.
Checked:
Here set value for which check mark control shows checked.
Disabled:
If you do not want to change the value of this control then set this property to True.
ForeColor:
Change text color of this control.
Font Name:Change the Font of text of this control.
Font size:
Change the font size.
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3.4.2.11Combo Box
Combo Box is a quicker and easier way to select a value from a list than to remember a value to type.
A combo box is like a text box and a list box combined.
When you enter text or select a value in a combo box, if the combo box is bound, the entered or
selected value is inserted into the field that the combo box is bound to.
Another important feature of this combo box is that it works like quick navigator. Example. If user
has two tables Artists and Albums. Then map Artists name from Artists Table to combo box on main
form. Now add subform with Grid control. Create relation between main form and sub form on Artist
id.
Now when user will select any Artist name in Combo box, he will get Album list in Grid Control on
subform.Use following procedure to create a Combo box.
1. Click the Combo Box tool in the Tool Box.
2. On the form, click where you want to place the Combo Box
3. In Combo Box Control Properties, click the Data Column.
4. Select the field which you want to bind with this Combo Box field.
Combo box lists data two ways.
1. Combo Box can be based on a fixed value list (Combo Box Fixed Value List)
2. It can be based on Another Profile (Lookup)
3.4.2.11.1 COMBOBOX FIXED VALUE LIST
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Figure 32: Combo Box Control Properties with Source Type: Valued List
Control ID:
You can use this Control ID in formula control.
Data Column:
Select the data column, which you want to bind with this control.
Source Type:
Valued List:For using predefined values in combo box.
Another Profile: For using lookup column from another profile.
Items:
Add/Remove values for combo box with Source type set as Valued List
Default Value:
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Here select default value, which will be used as default when you will add new record.
Allow Item Edit:
If it is True then user can add his own value, rather than selecting it from available list.
Visible:
If you want to hide this control, you can do it by using this property.
ForeColor:
Set text color of this control.
Font Name:
Set the Font of text of this control.
Font size:
Set the font size.
Navigation:
If set to true, ComboBox can be used for quick search in the mapped column values through
profile records in navigation mode (not in Add/Update Record mode).
3.4.2.11.2COMBOBOX BASED ON ANOTHER PROFILE (LOOKUP)
Combo box can have values from column of another profile. This column can be any column of
profiles available in profile manager. Select Source Type as Another Profile. Now in Lookup Profile
property, select the profile whose column you want to map to combo box.
After selecting profile, select the Lookup Column, column which you want to map to combo box.
View Column is another option provided here which allows user to select the column whose data he
wants to view in combo box.
Figure 33: Combo Box Control Properties with Source Type: Another Profile
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3.4.2.11.3LOOKUP CONDITION
Lookup ComboBox with Content Type set to Another Profile will show values from Column in
Another Profile. IF you want refine this list of values by specifying some required condition at
Runtime you can use Lookup Condition property.
You can use Fixed Value, a Control value ( Control ID) or Data Column Value at runtime to filter
the required list in ComboBox.
3.4.2.12List Box
The List Box control allows you to display a list of items that support single or multiple selections.
Data Column:
Select the data column, which you want to bind with this control.
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Selection:
Single: For allowing selecting single value in List Box control.
Multiple: For allowing selecting more than one value in List Box control.
Items:
Add/Remove values for Valued List type List Box
Default Value:
Here select default value, which will be used as default when you will add new record.
Delimiter Type:
Specify delimiter in case of Multiple Selection type List Box control.
A delimiteris a sequence of one or more characters used to specify the boundary between separate,
independent regions in plain text or other data streams.
3.4.2.12.1 SINGLE SELECTION LIST BOX
When you select a value in a Single Selection Listbox control, if the List Box is bound, selected
value is inserted into the mapped data column of profile.
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Figure 34: Single selection List Box control
3.4.2.12.2MULTIPLE SELECTION LIST BOX
In case of Multiple Selection List Box control, the selected values are combined in to one string
separated by Delimiter character set by Delimiter Type property of List Box control.
For Example:
Item 1;item2;item4 ( if these 3 values are selected and delimiter character is set to ;)3.4.2.12.3LIST BOX BASED ON ANOTHER PROFILE (LOOKUP)
List box can have values from column of another profile. This column can be any column of profiles
available in profile manager. Select Source Type as Another Profile. Now in Lookup Profile
property, select the profile whose column you want to map to List box.
After selecting profile, select the Lookup Column, column which you want to map to List box.
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Figure 35: ListBox Control Properties with Source Type: Another Profile
View Column is another option provided here which allows user to select the column whose data he
wants to view in List box. User can select multiple view columns to view in List Box.
Figure 36: Multiple View Columns for ListBox
3.4.2.12.4 LOOKUP CONDITION FOR LIST BOX
List Box with Content Type set to Another Profile will show values from Column in Another Profile.
IF you want refine this list of values by specifying some required condition at Runtime you can use
Lookup Condition property.
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Figure 37: Lookup Condition for List Box control
You can use Fixed Value, a Control value ( Control ID) or Data Column Value at runtime to filter
the required list in List Box.
3.4.2.13Button
You use a command button on a form to start an action or a set of actions. For example, you can
create a command button that opens another form. You can create over 10 different types of
command buttons.
Use following procedure to create a Button control.
1. Click the Button tool in the Tool Box.
2. On the form, click where you want to place the Button.
3. In Button Control Properties, Select the Actions as per your requirement.
Following section will explain Action supported by Button.
3.4.2.13.1FIRST
Set this Action to Move to First record.
3.4.2.13.2PREVIOUS
Set this Action to Move to Previous record.3.4.2.13.3NEXT
Set this Action to Move to Next record.
3.4.2.13.4LAST
Set this Action to Move to Last record.
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3.4.2.13.5NEW
Set this Action to create new record.
3.4.2.13.6EDIT
Set this Action to edit a record.
3.4.2.13.7DELETE
Set this Action to delete a record.
3.4.2.13.8FIND
Set this Action to implement functionality of a searching a record.
You can use Option property of Findaction button to set various search mode.
A. Default:
Initially Option property isset to Default, this will open default search option screens where you
can enter search string on device.
B. Barcode Scan:
With Barcode Scanoption, application will start to scan barcode immediately after tapping on find
button on device.
C. Advance Search:
This property allows searching following options:
1) Search Date
a) = (Equal to)Records with same date in selected field(s).
b) (Not equal to)Records which are not having same date in selected field(s).
c) BetweenRecords which have date values between two specified dates in selected field(s).
d) Not BetweenRecords which do not have date values between two specified dates in selected
field(s).
2) Search Number
a) = (Equal to)Records with same number in selected field(s).
b) (Not Equal to)Records which are not having same number in selected field(s).
c) (Less than) - Records which have value less than number in selected field(s).
d) (Less than or equal to)Records which have value less than or equal to number in selected
field(s).
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e) (Greater than)Records which have value greater than number in selected field(s).
f) (Greater than or equal to)Records which have value greater than or equal to number in selected
field(s).
g) BetweenRecords which have value between two specified numbers in selected field(s).
h) Not BetweenRecords which do not have value between two specified numbers in selected field.
3.4.2.13.9CUSTOM(SOHO/ENTERPRISEEDITION)
This button comes without any Predefined Action. You can program Action for this button using
Macros Programming.
3.4.2.13.10 GO TO FORM
Set this Action to open another form.
To use this feature, form on which you want to jump should be ready first.
Now while designing the form, from which you have to jump on another form, follow the following
steps.
1. Drag Button control on the iPad canvas area.
2. Now in right side, Button control properties, select the Action Go to Form.
3. Now select the form on which you want to jump.
After clicking button, you will get following dialog.
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Select Form Name to be open on this button.Use Add Button and you will get following dialog that
will allow you to specify relationship between these two forms.
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Select Form Name to be open on this button. If you want to close Parent Form after the Jumped
form get opened, set the Close Form option to True/Checked. After setting it true, on device when
you will tap on Back button the focus does not goes back to Parent Form.
Setting it False/Unchecked will ensure the parent form to be opened on back button from Jumped
Form.
Use Add Button and you will get following dialog that ask you to select Source Field, Select Form,
Destination Field.
You can specify more than one relationship between both forms. Add multiple relationships and
select joining operator.
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You can add more than one Form for one Go to Form button. If you map more than one form to th is
button, then on device, when you will use this button, you will get a dialog that will ask you to choose
the form on which you want to jump.
Source Field:It is the field (column name) of profile on which you are currently designing the form.
When you will jump on destination form, data will be searched on destination form according to this
field data and will be displayed on jumped form (Destination Form).
Operator:Joining operator (OR/AND) for multiple conditions (relationships) between source and
destination form.
Destination Field:
Destination Field is the field on which data will be search in the destination form and import data for
that record and displayed in destination form.
3.4.2.13.11 GO TO RECORD
Set this Action to implement Go To Record functionality. When user will click on this Button, he will
get a dialog on iPad, which will ask record number where user wan