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Agena4ol User Manual

Contents

Getting Started

Installation instruction

Starting the programmes

About User interface

What is multipule profiles

What is owner name

Managing Profiles

Adding Profiles

Deleting Profiles

Managing Events

Adding Events

Viewing Events

Editing Events

Deleting Events

Purging Past Events

Other Tools

Importing Events

Importing Events from Contacts

Importing Events from Textfiles

Exporting Events

Exporting Events to Calender

Exporting Events Through IR

Vacation Planner

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Agenda4ol Installation Instruction

Before you Install

This application required AppForge booster for visual basic to run. AppForge booster allows you to run visual basic programs written using the popular AppForge development platform. If you do not already have AppForge booster, you can get it FREE from at http://www.appforge.com/booster.html .Please download the Booster version 3.1 for Palm OS.

The AppForge Booster you download from will have an installation program that will install the Booster on to your Palm Device.

Steps to Install Agenda4ol

Step 1 – Unzip the Files

Unzip the downloaded file using Winzip. If you are able to read this file then you have probably already unzipped the file. You should see the following files in this directory

Agenda4ol.exe
Events.zip
Installfinish.exe
Agenda4olPalmReadme.html

Step 2 – Run the Installer

Run the Agenda4ol.exe. It will copy the necessary files for Palm desktop directory to install Agenda4ol in your next hotsync.

Put the palm device on hotsync cradle and click on the hotsync icon on palm device (If the palm device is on the cradle, hotsync may automatically start).

Now the program will be automatically synced to your palm device and you will see agenda4ol installation activity on your device. Then the Agenda4ol ICON will appear on your palm device.

Skip step 3 if this step is successful.

Step 3 – Install using Palm desktop Install tool

Note: Follow this step if you experience problem in installation using step 2 otherwise, skip this step, as the installation is already complete in Step 2

From Windows start menu, programs, Palm Desktop group, select "Install tool" (you can also load Palm Desktop and select "Install" option from the Palm Desktop "View" menu)

Using "Add" button in the install screen, add Agenda4ol-install.prc and addrsearch.prc files. You should then see these 2 files listed in the Install screen.

Click done button in the install screen. Now the agenda4ol program is ready to be synced to your palm device.

Put the palm device on hotsync cradle and click on the hotsync icon on palm device (If the palm device is on the cradle, hotsync may automatically start.

Now the program will be automatically synced to your palm device and you will see agenda4ol installation activity on your device. Then the Agenda4ol ICON will appear on your palm device.

Step 4 – Optional step

The package comes with several event list files that you can import to Agenda4ol on your palm. This will make it easy for you to import public holidays observed in many countries without entering them yourself.

The event lists files supplied with Agenda4ol are copied to "C:\Program Files\Softtrends Software Pvt. Ltd.\Agenda4ol" directory on your disk. Please note that if you were unsuccessful in Step 2, these files many not have been copied to the directory stated above. You will need to unzip the events.zip file to get these text files.

Open your Palm Desktop program, click on "Memo" ICON

From File menu, select Import option.

Now select txt files from file type and then click on the event list file you want to download to the Palm OS device

Click open button, the file will be copied to Memo and appear on the screen list

On next Hotsync,these files will be downloaded to the Palm device

You can download additional event lists by visiting http://www.softtrends.com .Download the files to the directory where other event lists are present and then following the steps as described above. You can also see the format of the event list files and create your own event lists. Agenda4ol will import events from event lists that are in same format as Agenda4ol text files and created by you using a text editor.

If you need additional help

Our Technical support email address is: support@softtrends.com
General enquiries can be send to : info@softtrends.com

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Starting the Programmes

Agenda4ol is a simple All-day appointment and event manager that makes managing all-day events and appointment very easy. Agenda4ol is suitable for tracking events such as Birthdays, Anniversaries, Holidays, Festivals, Important dates, and Vacation. Multiple views allow you to view the entire list of events for all profiles to one type of events for a single profile, weekly, monthly and complete list.

Starting Agenda4ol the first time

When you start Agenda4ol first time after installation, in the following screen you will be asked the Owner name. Owner name is the first profile (User) you configure to start using Agenda4ol. Unlike other Calendar event managers, Agenda4ol can manager events for multiple people that are termed as Profiles.



Once you have entered the owner name and clicked on the “OK” button, you are ready to start using Agenda4ol.

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Starting Agenda4ol every time

Once the owner name is entered and you have exited the program with or without configuring events, any subsequent invoking of Agenda4ol will bring the main screen.

In the main screen, a list of events already entered is displayed along with the event type and profile name for which it is displayed.

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About User Interface

Agenda4ol User interface consists of onscreen buttons, icons, tap on lists as well as menus.

Program Heading

On the Agenda4ol heading, you will see a text along with the name e.g. Agenda4ol All, Agenda4ol Monthly, Agenda4ol Weekly. This indicates whether the event list displayed contains all events, or events for next month, or events for next week. This is selected by tapping on the ICONs displayed next to the heading.

View ICONs

View ICONs are displayed at the heading line of the screen next to the menus.

Icon with 5 “.”s displays event for next one week
Icon with 25 “.”s displays events for next month
Icon with 5 lines of “.” And Line combination displays all events.

Selecting event types

In the second line on the main screen, there is a drop down box on left and one on right. The one on left is used to select the type of event you want to view on the main screen. When you click on the drop down list, you will get a list of all types of event the system can handle such as Holidays, Birthdays etc.

If you want only one type of event to be displayed, select that type.
Selecting “All Events” will display all types of events.

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Selecting the profile (User) for which you wants events listed

On the right side of the second line on the main screen, there will be a drop down list that contains names of all profiles configured in Agenda4ol.

Click on this list and select the profile name for which you want the events listed
Click on the list and select “All Profiles” if you want events listed for all users.

Event list

The main body of the main screen lists events that are in the system now. Event display changes based on the type of event you have selected, and the profile name.

If “All Events” is selected then the heading of this list contains Event name, Event type, Start date and End date
If any particular event type is selected, then the heading is displayed according to the event type e.g. if event type    selected is Birthday, then the heading contains “Birthday”, “Date”, “Age”. Similarly if it is Anniversary, it will contain    “Anniversary”, “Date”, “Year”
The body of the list contains just a list of events or a list of events with intermittent profile name based on what you    have selected in the “Profiles” drop down list.
If a single profile is selected, all events in that profile is listed.
If “All Profiles” is selected, the list will contain sub-lists for each profile. In this case, in one line a profile name will be    displayed followed by all events for the profile.

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Look For button

Look for button allows you to list only the events that have the string you type next to it. When you have a long list of events entered in Agenda4ol, this helps finding the desired events easily. Type a string next to Look for and then click on Go button.

New

New button allows you to enter a new event. Adding new events are discussed later in this manual.

Menus

There are 2 menus in the main screen

File  menu has the option to close Agenda4ol.
Edit menu contain Purge Expired events , Add Profile , Delete Profile option.
Tools menu contain  Import Events Vacation Planner option.
About menu displayed the version number of the program and copyright message

What is multile Profiles

Agenda4ol can manage events for you, your family, or your group. Events can be individually or collectively entered for one person or multiple people. Each person's identity in agenda4ol is termed as profile. Agenda4ol also provides the option to view events for a single profile or multiple profiles at a time.

What is Owner Name

Although Agenda4ol can handle events for multiple profiles, the export event to calendar database is purposely restricted for the owner of the device who manages all events so as to not make the calendar application complex by entering events in to it for all profiles. The profile for which Agenda4ol gives you the option to export to calendar database is identified as the owner profile, which is gotten from you when the program is started at the beginning.

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Managing Profiles

Adding Profiles

Since Agenda4ol supports multiple profiles, it provides the option for you to add profiles through the tools menu.

In the Add Profile screen, you enter name of the person for whom you want to manage events and click on the Add    button.
If no name is entered and you want to exit the prgoram, click on Cancel button.
You can add as many profiles as you like, even profiles for which you are going to manage events temporarily as you can    delete them using the Delete Profile option once you no longer have to manage events for that person.



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Deleting Profiles

Delete profile option allows you to delete profiles for which you no longer wish to manage events.

To delete a profile:
Select Delete Profile from the  Edit menu
Tap on the profile name that you wish to delete
Click on the Delete button

Caution: Profiles once deleted cannot be recovered. You will loose all events configured for that profile.
If you delete the owner profile, next time when you start the program, you will have to enter a new Owner name .

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Managing Events

Adding Events

To manually add an event to Agenda4ol, tap on the New button at the bottom of the main screen. For importing events without going through this option, check Importing Events section.

In the Add Event screen:

Select the type of event you want to add. If the event type on main screen is set to “All Events” this option will default    to the first event listed on the list. If the event list on main screen was displayed for a particular type of event that will    be the default for this screen.
Select the Profile name for which you want to enter the event from the Profile drop down list. If the main screen    displayed events for All Profiles, this will default to the first profile name on the list. If the event list was displayed for a    particular profile, that will be the default.
Select start and end date by tapping on the corresponding line. Tap on these 2 lines will bring up an easy pick Date    Picker.
Click on the “Also for” line if you want to enter this event for other profiles as well. This will bring up a screen with    profile names other than the current profile for which you are entering the event. This list will have a check box next    to each profile. Check the check boxes for the profiles for which you want to enter this event and click Ok.

If Occurs every year line is displayed, it will be defaulted to No. If this is an event that will occur every year on the same    date, select “Yes”. Agenda4ol will enter this event for each year for subsequent 5 years.
Agenda4ol allows you to enter a note with each event. To enter note, click on the Note button at the bottom of the    Add screen. After entering note, click on the Done to come back to the event screen.
Once you have entered all information, click on the Done to enter the event. The event will be entered to Agenda4ol    and if Owner is one of the profiles for which this event is being entered, a option will be provided to enter it to    Datebook database. You can select Yes or No in that option. If Owner is not a profile, entering to Calendar option will    not be provided.

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Viewing Events

To view details of the event, click on the event in the main Agenda4ol screen.

Details about the event including any note you have entered will be displayed.
Click on the Arrow on the right to display the next event on the list. Once you reach the end of the displayed event    list, the program will go back to main screen.
Clicking on Edit will bring up the Edit Event screen for you to make changes.
If you want to delete the event, click on Tools and select the Delete option.

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Editing Events

Edit event option is accessible through the View Event screen. To edit an event:

Tap on the event when you see it on the event list screen. This will take you to the View event screen where that    event will be displayed.
Tap on the Edit button in the View screen. This will bring up the edit event screen.
Edit event screen has the same layout and properties as Add event screen. You can change all parameters here except    the Event Type and Profile name. These 2 pull-down lists will be disabled in Edit event screen.
Once you edit event, click on the Done button to save the changes.

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Deleting Events

Delete event option is accessible through the View Event screen. To delete an event:

Tap on the event when you see it on the event list screen. This will take you to the View event screen where that    event will be displayed.
Tap on the Tools menu in the View screen. This will bring up the Delete event option. Click on Delete event to delete    the event.

Purging Past Events

It is expected that with Agenda4ol, you will manage a lot of events of different types. As and when these events happen, you may need to bulk delete these events to make room for new ones.

Select this option from Tools menu to bring up a list of events that have expired.

The list displayed will be for the profile for which you were viewing event list. You need to change the profile name by    selecting from the pull-down list if you want to purge events for another profile.
These are the events that are past dated to today's date. Click on the check boxes for the events that you want to    purge. A click on Box next to All, will check all expired events displayed on the screen.
Click on the Purge button to purge these events.
Click on the Done button to exit this screen
If you want to see past events for a particular profile, click on the All Profiles to bring the list of profiles to select from.
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Other Tools

Importing Events

Agenda4ol provides 2 ways of importing already defined events to its event list.


Import of events Birthdays and Anniversaries already entered in to contacts
Importing events from external event list files supplied by us, downloaded from www.softtrends.com site, or created by    you adhering to the format.

Importing Events from Contacts

To Import Birthdays and anniversaries entered in Contacts, select Import Contact Events menu option from the Tools Menu.

Agenda4ol will search through the contact records and display a list of Birthdays and Anniversaries you have entered in    to the database.
Check the check box next to the events that you want to import, or check on the check box next to all if you like to    import all events.
Tap on the Import button at the bottom of the screen.

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Importing Events from text files

You can import events directly from external text files directly to Agenda4ol. These text files need to be in specified formats. Agenda4ol ships with such holiday events from around the world. More event lists can be downloaded from our site at www.softtrends.com
Select Import Import Events from Lists menu option from the Tools menu

First a list of event files found on Agenda4ol directory are displayed. Pick the event list files from which you want to import events.


Tap on the Check boxes for the specific events that you want to import. Optionally tap on the All check box if you want     to import all events.
Select the profile at the top of the screen to indicate which profile you want to import the events to.
Tap on Import button at the bottom of the screen to import those events.
Tap on Cancel to exit this option

Exporting events

Export events allows you to export events through IR in vCalendar format. It also allows to export events to the Palm Datebook application during event add and edit operations.

Exporting Events to Calendar

Export events to calendar option is only available during New and Edit of the events. If the event is entered for the Owner, or Owner is one of the profiles you have selected in the “also for” option, Agenda4ol will provide you the option to enter the event to Calendar database.

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Exporting Events through IR

Export events allows you to export events through IR in vCalendar format.

In the Event view screen, Tap on the IR Icon displayed next to the Cancel button. The event will be transmitted through    the IR and you will see the related activity on the screen. Make sure that the device you are sending it to is on and the    IR receive is on in that device.

 

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Vacation Planner

Vacation planner is a tool provided by Agenda4ol to make it easy for you to scan through the long list of events and find out dates that are suitable for you, or a group of people to take off work. This tool uses “Important Date” event into consideration and find free days with the dates that you provide that does not have “Important Dates”.

Example:Lets assume you manage Schedules and Holidays for your group comprising of Robert, Thomas, Harry, George, Godboy, Peter and Sue. Thomas, Harry, George, and Godboy all want to go on 3-day vacation. During October and November. This is how you use this feature:

Enter the date ranges in the first 2 lines of the form

Enter 3 as minimum number of days vacation

Enter the 4 names in for field and click on find

The program will scan through their events, for important dates they all have during this time and find out the range of    dates (which are =>3) during which none of them have any important dates.

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