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Introduction Notices About this Manual Installation Getting Started PIM Software Import, Export, Synch Imp/Exp, Filtering, Mapping Warnings, Updating Fields Schedule + Specific Lotus Organizer Specific MS Outlook Specific ACT 3.0 Specific ACT 2.0 Specific SynchroLynx for Word SynchroLynx for Excel Backup & Restore Manual Index |
What is SynchroLynx for Excel? SynchroLynx is a product which is added onto Microsoft Excel to allow communicating spreadsheets between Excel on the PC and the Zaurus. Spreadsheets which exist in both Zaurus and Excel are linked to each other. SynchroLynx keeps track of changes for you. With a click of the mouse, SynchroLynx updates changes to the PC and the Zaurus. SynchroLynx gives you the power to keep your Zaurus spreadsheets and Excel spreadsheets in synch. Starting SynchroLynx for Excel Once you have installed SynchroLynx, a Zaurus menu item will appear in Excel. To start SynchroLynx, simply select the Zaurus menu. When you first choose the Synchronize Wizard, Export Wizard or Import Wizard, SynchroLynx will prompt you to fill in some Settings. While you may edit these settings at a later time desired, you will be prompted only one time. If you select Export Wizard or Import Wizard as the first selection, you will be asked if you want to enable synchronization for this Zaurus.
If you are importing or exporting spreadsheets which you will synchronize, select yes. This enables SynchroLynx to make a link between the exported or imported spreadsheets for synchronization. This message will only be displayed once. If you click No to this enable message, you can enable synchronization simply by selecting Zaurus from the Excel menu, then selecting Synchronize Wizard. Because of the difference in functionality between MS Excel and Zaurus documents, certain limitations exist.
Synchronization of spreadsheets is a whole new idea in spreadsheet maintenance. SynchroLynx will keep track of changes to linked spreadsheets on the Zaurus and in Excel. When you synchronize, SynchroLynx will tell you what changed and will update the files. For example, suppose there are four spreadsheets
all of which are on the Zaurus and Excel. You modify the "Check Register" on Zaurus and "Expense Report X" in Excel. You delete "Our mortgage" from Zaurus. When you synchronize, SynchroLynx keeps track of the changes and allows you to select the action to take:
In order for SynchroLynx to recognize a spreadsheet in Zaurus and spreadsheet in Excel to be the same, a link must be made between them. Once linked, SynchroLynx will keep track of changes to each and allow modification to be made to one source based on changes made to the other. Spreadsheets can become linked in several ways:
The Synchronize Wizard provides a grid for selecting the documents to synchronize.
Synchronization can occur in two ways: First (Full) Synchronization When you first install SynchroLynx, no links are established between any spreadsheets. If links are established between spreadsheets, SynchroLynx performs a normal synchronization, not a Full Synchronization. If no links have been established between spreadsheets, and the Synchronize Wizard is chosen, SynchroLynx will receive the names of the Zaurus spreadsheets and list them in the Synchronize Wizard grid. These spreadsheets will be marked as new. You may choose between the Actions Add to PC and Unlink, which will remove the spreadsheet from the grid for future synchronization. Normal Synchronization When a synchronization is performed for linked documents, SynchroLynx lists all the linked documents in the Synchronize Wizard grid with the changes made to either source listed in the grid. From within the Action column of the grid, select what SynchroLynx should do in order to update the documents.
Synchronizing an Excel Workbook with Zaurus for the first time An Excel Workbook may contain several spreadsheets. Zaurus has no comparable feature. When a link is made between Zaurus and Excel, the link is maintained for a particular sheet within the Excel Workbook. To synchronize an entire workbook, you must first export the sheets from within the workbook to make the link between the spreadsheets.
From the Export Wizard grid, the first sheet of the selected workbook will be displayed in the grid. To add sheets from this workbook:
Once the export is done and the sheets are linked, each time you synchronize, the updates will be made to the appropriate sheet.
Check Register Savings Register Loan Payments
The next time you synchronize, all three sheets will indicate that they have changed with the default action of update Zaurus. How to synchronize multiple sheets within an Excel Workbook when only one sheet in the Workbook has changed Once you have made a link between several sheets on the Zaurus and individual sheets within a single workbook in Excel, each time a sheet is changed within the Excel workbook, every sheet will appear as modified in the Synchronize Wizard grid. You need to decide how SynchroLynx will update the different sheets while maintaining the most current data in both sources. Scenario1 You have an Excel workbook which has 3 sheets in it:
You export each sheet in the workbook to the Zaurus, and they are in synch. You make changes to a single sheet in the workbook. You should be careful to choose in the Synchronize Wizard grid the action which most appropriately matches what you want to do: Update all sheets You may select to update all the Zaurus sheets. If you have exported the sheets from the PC and made no changes to the Zaurus, updating all the sheets will cause no harm, and SynchroLynx will consider all sheets in synch. Update sheets individually You may select the sheets to update on the Zaurus. If you have made changes on the Zaurus to a different sheet, you may select to update the PC for that sheet. Use the Export Wizard to export spreadsheets from the PC in Excel format to the Zaurus. When the Export Wizard option is selected, you will be prompted to select the workbooks which contain the spreadsheets to Export.
You may only select workbooks from one folder on this screen, but you will be able to add spreadsheets from other folders later. Select the workbooks and click Open. Continue The Export Wizard grid is displayed once the workbooks are selected. The Export Wizard grid is used to choose the workbooks to export and the sheets within the workbook to export.
Remove a spreadsheet from the list by selecting it then clicking Remove. Change the spreadsheet in the list by selecting it and clicking the button which appears. Add a document by clicking the Add button or by clicking the blank line at the bottom of the grid and clicking the button which appears. When the spreadsheets to be exported are selected, click Export.
Exporting Directly from the Windows Desktop or Windows Explorer SynchroLynx offers not only connectivity embedded in Excel, but also you can Export spreadsheets directly from the Windows Desktop or Windows Explorer. Simply right click on the file on the Desktop or in Explorer and select Export to Zaurus.
If set to automatically export the first sheet on direct import, when you select Export to Zaurus from a right click, the first sheet in the workbook will be exported. If not set to automatically export the first sheet on direct import, a dialog box will be displayed prompting you to select the sheets from the workbook to export.
See Excel Settings for information on setting to export first sheet. How To Export from inside Excel
How To Export a document from the Windows Desktop or Windows Explorer
Use the Import Wizard to Import spreadsheets onto the PC in Excel format. When the option is taken, SynchroLynx will retrieve the spreadsheets’ names if set to do so. The spreadsheets’ names available on the Zaurus will be displayed so that you may select the spreadsheets to import.
To change the name of the PC destination spreadsheet, double click on the name in the Excel sheet column.
The Settings option from the Zaurus menu allows you to change settings about the way SynchroLynx operates. There are two Tabs on the setting screen, Excel and Communication.
Default spreadsheets folder Select the default folder for storing spreadsheets on the PC. Click the Browse button to select from the available folders. Automatically export first sheet during direct export Select whether or not you want to automatically export the first sheet in an Excel workbook to the Zaurus when a spreadsheet is exported directly from the Windows Desktop or Windows Explorer. Otherwise you will be given a choice of which spreadsheet within the workbook to export. Automatically refresh Zaurus spreadsheets Select whether or not SynchroLynx should automatically get Zaurus spreadsheet information when you begin an Import. If you choose to automatically refresh, each time the Import Wizard option is selected, SynchroLynx will connect to the Zaurus and receive the spreadsheet names. If you choose not to automatically refresh, SynchroLynx will display the names of the spreadsheets which were available from the last time the names were retrieved from the Zaurus. Default action for delete Select the default action when a spreadsheet is deleted from a source. If a document is deleted on one, should the link be removed, leaving the document on the other source, or should the document be deleted. Excel Settings - Communication The Communication Settings screen is used to select important information about the use of SynchroLynx. The settings selected here will be applied for all appropriate places in SynchroLynx.
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