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