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Franklin Planner for Windows (r) CE palm-size PCs ReadMe

ReadMe

Ø   Franklin Planner™ for Microsoft® Outlook™

Ø   Pocket PC and Windows® CE Platforms

 

This ReadMe document contains important information about the installation and use of your Pocket PC or Windows CE device in conjunction with Franklin Planner for Microsoft Outlook version 1.4.

 

Technical Support

If you have any questions or problems with the product, please contact Franklin Covey Technical Support.

Phone:                            (801) 975-9999

E-Mail:              support@franklincovey.com

Web:                            www.franklincovey.com/customer/techsupport/index.html

 

For the latest information regarding new releases or updates, please visit our web site at www.franklincovey.com/customer/downloads.html.

 

Issues Covered in this ReadMe Document

 

Ø      Pocket PC Issues

Ø      Windows CE 2.x Issues

Ø   General Issues

 

POCKET PC ISSUES

 

1.      ActiveSync 3.1. Pocket PC devices are not compatible with ActiveSync 3.0 or earlier versions of Windows CE Services. To use a Pocket PC device with an existing installation of Windows CE Services you must upgrade to ActiveSync 3.1 or higher. To obtain the latest version of ActiveSync, visit www.microsoft.com/mobile/downloads/activesync.asp

2.      Known Issue with Pocket PC Display. Occasionally, when switching the Pocket PC device among the different views, the menu bar, navigation bar, or screen contents will not appear. This involves no data loss. To remedy these situations simply switch to another view and then back again. If the menu bar does not appear, open the SIP and click CTRL-V to bring up the version information screen. After exiting this screen the underlying view should be restored.

3.      Lost Data while in Continuous Sync Mode. There is a known issue while using continuous sync mode. If you enter a large amount of data quickly while continuous sync mode is active you may lose data. For more information and future patch code please monitor the Franklin Covey web site.

4.      Conflicts between Desktop and Pocket PC. Changes made to the same item on both the desktop and on the Pocket PC device will not prompt a conflict resolution dialog during synchronization. As a result, changes made on both devices may not be resolved correctly. To avoid this, do not modify the same item on both devices before performing synchronization.

5.      Recurring Tasks. There is a known issue in ActiveSync 3.1 with recurring tasks. Recurring Tasks will not be synchronized between the desktop and the Pocket PC device. For more information, please refer to the ActiveSync 3.1 release notes.

6.      Installing both Pocket PC and Palm devices on the same desktop. In some cases where the user establishes a connection with a Pocket PC device on a desktop that already supports a Palm device, ActiveSync 3.1 will not maintain a connection to the Pocket PC device. If this occurs perform a hard reset on the Pocket PC device, uninstall the desktop Palm files and re-install the Pocket PC files.

7.      Reinstalling Franklin Planner for Pocket PC (PPC)/Windows CE. If you are reinstalling Franklin Planner for Microsoft Outlook and you choose the option to install Franklin Planner for Pocket PC, the path for the PPC files appears as a DOS path rather than a standard Windows path. For example, you would see C:\PROGRA~1\FRANKL~1\OUTLOOK\PPC/CE instead of as the standard windows path C:\Program Files\Franklin Covey\Outlook\PPC/CE. You may accept this “odd” path as it will not affect the proper installation of the Pocket PC files.

 

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WINDOWS CE 2.X ISSUES

 

1.      Known issues with Windows CE Services 2.1. The Franklin Planner for Windows CE (or any other new synchronization program) will not install correctly if you are running Windows CE Services 2.1.  For correct installation using Windows CE Services 2.1, you must create a new partnership after installing Franklin Planner for Windows CE. Use the following procedure.

 

·         Remove your CE device from its cradle and delete the device icon from the Mobile Devices folder.

·         Insert the CE device back into its cradle.  After ActiveSync configures the connection, the New Partnership wizard appears.

·         Follow the steps of the New Partnership wizard.

 

2.      Occasionally, tasks are not synchronized to the correct date after November 1, 1999.  Tasks dated after November 1, 1999 will sometimes change the Start Date forward by one day. This does not happen with CE Services 2.2

 

The issues listed above do not apply if you are using Windows CE Services 2.2.  Users can upgrade to Windows CE Services 2.2 from the following Microsoft web site:

 

http://www.microsoft.com/windowsce/Products/download/wceserv.asp

 

The web page provides a listing of companies that provide the Windows CE Services 2.2 download.

 

3.      Non-synchronizing complete tasks. By default, tasks marked complete in the Prioritized Daily Task List do not synchronize with Outlook.  To change this option:

 

·         Right-click on the ActiveSync icon in the taskbar and choose ActiveSync Options.  The ActiveSync Options dialog appears. 

·         Select Tasks from the list and click the Options button.  The Task Synchronization Options dialog appears.

·         You can choose to Synchronize all tasks, Synchronize only incomplete tasks, or Synchronize tasks according to selected time periods.  To insure that completed tasks will synchronize, select Synchronize all tasks.

 

4.      regsrv32.exe initialization error during setup. In some environments, the error “regsrv32.exe initialization error in file richink.dll” occurs at the end of installation. There are no known negative effects of this error. If you receive this error, continue with the installation.

 

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GENERAL ISSUES

 

1.      Assigning a task on the device. Although the Outlook desktop allows you to "Assign" a task to another person, Pocket Outlook does not support this functionality. Therefore, "Assigning a task" on the mobile device only sets the status, it does not allow for actually assigning that task to a specific person. All assignments must be made on your desktop computer.

 

2.      Online Help. Online help is available while you are using the Franklin Planner by selecting Help from the Start menu.

 

3.      Using ActiveSync's date-sensitive synchronizing with Franklin Planner's automatic purge feature. Outlook's ActiveSync gives you the option of synchronizing only those tasks that are less than a certain number of weeks old.  The Franklin Planner allows you to automatically delete all tasks and daily event records older than a certain number of days.  If you choose to turn on both of these features, then you must make sure that the threshold age you choose for Outlook tasks is at least as long as the age you choose for Franklin Planner's auto-delete function.  For example, if you choose to automatically delete all tasks and daily event records older than 10 days from the device, then you must set Outlook's ActiveSync to synchronize at least the past two weeks (14 days) of tasks.  Setting it to synchronize only the past week's (7 days) worth of tasks will lead to task records being accidentally deleted from Outlook on the desktop.

 

The best way to avoid this problem and still keep the amount of data stored on the device to a low level, is to simply stay with the default settings for synchronizing Outlook tasks.  In this mode, ActiveSync will only synchronize uncompleted tasks, and as tasks are completed, they will be deleted from the device.  Then, the auto-delete feature of the Planner need only be used to keep down the number of daily event records that will exist on the device. 

 

4.      Task reminders. If a task reminder is set to alert you with a message dialog, clicking the button in the message dialog to go to the application will take you to the Outlook Task application rather than the Franklin Planner Prioritized Daily Task List.  This is unavoidable because Franklin Planner is built on top of Outlook.

 

© 2000 Franklin Covey Co. Palm, Palm OS, and PalmPilot are trademarks and Palm Computing, HotSync, and Graffiti are registered trademarks of Palm Computing, Inc. All other trademarks of the property of their respective owners.

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