Monster Media 1994 #1

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PIMFORMATION Version 1.0 PIMformation 635 East 185th St. Cleveland, Ohio 44119 (216)-942-4048 Information in this document is subject to change without notice. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical without the express written permission of PIMformation. Copyright 1994 PIMformation. All rights reserved. PIMformation and the PIMformation logo are trademarks of PIMformation, Cleveland, Ohio. DISCLAIMER OF WARRANTY THIS SOFTWARE AND MANUAL ARE SOLD "AS IS" AND WITHOUT WARRANTIES AS TO PERFORMANCE OF MERCHANTABILITY OR ANY OTHER WARRANTIES WHETHER EXPRESSED OR IMPLIED. BECAUSE OF THE VARIOUS HARDWARE AND SOFTWARE ENVIRONMENTS INTO WHICH THIS PROGRAM MAY BE PUT, NO WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE IS OFFERED. GOOD DATA PROCESSING PROCEDURE DICTATES THAT ANY PROGRAM BE THOROUGHLY TESTED WITH NON-CRITICAL DATA BEFORE RELYING ON IT. THE USER MUST ASSUME THE ENTIRE RISK OF USING THE PROGRAM. ANY LIABILITY OF THE SELLER WILL BE LIMITED EXCLUSIVELY TO PRODUCT REPLACEMENT OR REFUND OF PURCHASE PRICE PAID. PIMFORMATION TABLE OF CONTENTS I. GETTING STARTED WITH PIMFORMATION 3 WHAT IS PIMFORMATION? 3 HOW DOES PIMFORMATION WORK? 3 WHAT ARE THE MEMBERS OF THE PIMFORMATION FAMILY OF PRODUCTS?3 II. INSTALLING PIMFORMATION 4 MINIMUM SYSTEM REQUIREMENTS 4 IF YOU ARE NEW TO INSTALLING WINDOWS SOFTWARE 4 INSTALLING PIMFORMATION 4 III. HOW TO USE PIMFORMATION 5 UNDERSTANDING THE PIMFORMATION DOWNLOAD AND IMPORT PROCESS 5 STARTING PIMFORMATION 5 THE PIMFORMATION MAIN MENU 5 SELECTING INFORMATION TO DOWNLOAD 6 PERSONAL INTERESTS 6 INDUSTRY INTERESTS 6 ELECTRONIC CALENDAR 6 THE "GEOGRAPHIC LOCATION" FILTER 6 IV. SELECTING YOUR PIM 6 V. PERFORMING THE DOWNLOAD 7 STARTING THE DOWNLOAD PROCEDURE 7 VI. IMPORTING THE DATA INTO YOUR PIM 7 IMPORTING DATA INTO LOTUS ORGANIZER(TM) 7 IMPORTING ADDRESSES INTO LOTUS ORGANIZER(TM) 8 IMPORTING DATES INTO LOTUS ORGANIZER(TM) 8 IMPORTING DATA INTO POLARIS PACKRAT(TM) 9 IMPORTING ADDRESSES INTO POLARIS PACKRAT(TM) 9 IMPORTING DATES INTO PACKRAT(TM) 10 IMPORTING DATA INTO COMMENCE(TM) 11 IMPORTING ADDRESSES INTO COMMENCE(TM) 12 IMPORTING DATES INTO COMMENCE(TM) 12 IMPORTING PEOPLE INTO COMMENCE(TM) 13 IMPORTING PIMFORMATION DATA INTO EXISTING COMMENCE DATABASES 13 IMPORTING DATA INTO SYMANTIC ACT(TM) 15 IMPORTING ADDRESSES INTO ACT(TM) 15 IMPORTING DATES INTO ACT(TM) 16 IMPORTING DATA INTO ARABESQUE ECCO(TM) 16 IMPORTING ADDRESSES INTO ECCO(TM) 16 IMPORTING DATES INTO ECCO(TM) 17 VII. UPGRADING TO PIMFORMATION FROM PIMFORMATION LITE 18 CREDITS: 19 I. GETTING STARTED WITH PIMFORMATION WHAT IS PIMFORMATION? PIMformation is a utility that allows you to select data from a wide variety of sources, decide which information is useful, and then download that information into a Personal Information Manager. The Personal Information Manager (PIM) can then be used much like a phone book, a master calendar, and a reference manual. PIMformation is shipped complete with a database of over 9,000 entries. These entries include information on the computer industry, travel, celebrities, and calendar events including Major League Baseball, Football, Hockey and Basketball. Do you want to know when your favorite team or orchestra performs next? Ask PIMformation. Do you want to know the technical support number for your favorite (or not so favorite) software package? Ask PIMformation. HOW DOES PIMFORMATION WORK? PIMformation has an easy to use design. The user selects interesting information from categories and sub-categories. Then, with a simple click of the download button, the entire download procedure is performed, and the information is prepared for importing into the PIM package. The user then starts the PIM and imports the new database into a new or existing data file. In just a few minutes, the user can have access to thousands of useful data items. WHAT ARE THE MEMBERS OF THE PIMFORMATION FAMILY OF PRODUCTS? PIMformation is a family of products that include: PIMformation Lite is a fully functional version of the software that is distributed as shareware. PIMformation Lite contains a limited number of the most popular data items (900). PIMformation Lite costs only $39.00 to register. PIMformation is the exact same program as PIMformation Lite; however, full PIMformation contains an internal database of over 9,000 data items. PIMformation costs $69.00. PIMformation Lite can be upgraded to PIMformation for $30.00. PIMformation Professional is an extended functionality version of PIMformation. PIMformation Pro contains additional features and data. It includes the ability to select and filter data using keywords, view selected data items before downloading them, and update expired data in the PIM database. PIMformation Pro also contains a database of over 100,000 data entries. PIMformation Pro costs $99.00 and upgrades from PIMformation for $49.00. Custom PIMformation is a product customized to a user's data requirements. If a user has a database that they would like downloaded, we can build a custom version to download their information. Call for details. II. INSTALLING PIMFORMATION MINIMUM SYSTEM REQUIREMENTS To install and use PIMformation, you need: * An 80386 or higher personal computer with a 3.5-inch (1.44-MB) high-density floppy disk drive. * At least 10MB of free disk space on your c: drive is recommended if you want to take advantage of the entire PIMformation database. * A VGA (640x480) or higher resolution monitor compatible with Microsoft Windows. * At least 4MB of random-access memory (RAM). * MS-DOS operating system version 5.0 or higher. * Microsoft Windows version 3.1, Windows for Workgroups version 3.1, or Windows NT 3.1. * One of the following Personal Information Managers: Lotus Organizer(TM) 1.1 Polaris Packrat(TM) 4.1 Commence(TM) 2.0 Symantic ACT(TM) 1.1 Arabesque ECCO(TM) 1.1 IF YOU ARE NEW TO INSTALLING WINDOWS SOFTWARE You need to know some basic windows skills in order to install this software. If you are unfamiliar with the operations of Windows and Windows File Manager, we suggest that you confer with someone who has installed windows software before. PIMformation is easy to install if you have basic Windows skills. INSTALLING PIMFORMATION This section explains how to install PIMformation using the Setup program. The PIMformation Setup allows you to select some options and then proceeds to automatically setup the application on your hard disk. You can select the location and disk drive on which you want to install PIMformation. After you have selected the location, Setup automatically installs the program. 1. If Windows is not running, start Windows. 2. Insert the PIMformation setup disk in the appropriate high- density floppy disk drive. 3. From the "Program Manager" window, choose "RUN" from the "FILE" pull-down menu (ALT,F,R). 4. In the "COMMAND LINE" box, type the drive letter for the drive containing the Setup disk followed by a colon (:) and the word "SETUP." For example, if you insert the setup disk in Drive "A," you would type "A:setup." 5. Follow the instructions on the screen. When setup is complete, choose "OK" from the dialog box. 6. Setup will automatically create a Program Manager Group and a PIMformation icon. Double-click on the icon to start PIMformation. III. HOW TO USE PIMFORMATION UNDERSTANDING THE PIMFORMATION DOWNLOAD AND IMPORT PROCESS PIMFORMATION FOLLOWS A SIMPLE PROCESS: 1. Using PIMformation, data is selected from a series of menus. 2. The PIM that the information is to be downloaded into is selected. 3. An import file is automatically created by PIMformation. 4. The PIM's "Import" function is used to import the data from the PIMformation download file into the PIM's database. STARTING PIMFORMATION To start PIMformation, double click on the PIMformation Icon. The main menu screen will appear. If you want information about other PIMformation products, press the "Information" button. Otherwise, press the "Continue" button to start PIMformation. The "Update" button allows PIMformation LITE users to upgrade to full PIMformation. See chapter 7 for information on upgrades. THE PIMFORMATION MAIN MENU From the main menu, you can select topics of information that you may wish to download to your PIM. The three main topics are Personal Interests, Industry Interests, and Electronic Calendar. Additionally, the main menu contains a filter button called "Graphical Locations." This feature allows you to filter all selections, so only selections in the desired geography will download. The final portion of the main menu is a download status area. This area shows how many records have been selected for download and the amount of disk space that they will require. SELECTING INFORMATION TO DOWNLOAD From the main menu, you can select topics of information that you may wish to download to your PIM. The three main topics are Personal Interests, Industry Interests, and Electronic Calendar. Once a topic is selected, you can select additional sub-topics or directly select items to download. The general topics are as follows: Personal Interests Personal interests contains a number of sub-topics: Computers, Consumer, Healthcare, People, Recreation, Sports, and Travel. When you select one of these sub-topics, you will then be given options to select information to download. Industry Interests Industry interests contain information about companies in specific industries: Aerospace, Film, Entertainment, and more. When you select these items, all companies in that industry will be downloaded to your PIM. Electronic Calendar The Electronic Calendar contains event information: Professional Sport dates, Convention schedules, Celebrity Birthdays, Legal Holidays, and more. When this topic is selected, the user can select events to be downloaded into the PIM. The "Geographic Location" Filter The "Geographic Location Filter" allows you to define the geographic location of the items selected. For example, if you only want Aerospace companies in Ohio, select Aerospace companies from the Industry Interests menu and then select the state of Ohio from the Geographic Location Menu. This filter applies to all items selected, so if you want aerospace companies from Ohio and computer companies from Florida, you will have to perform the entire download and import process twice. Version 1.1 of PIMformation will allow multiple filter operations to be performed at once. IV. SELECTING YOUR PIM PIMformation has the ability to download information into a wide variety of Personal Information Managers. To select the PIM that you use, select the "SELECT PIM" button from the main menu and then select the appropriate PIM from the list of PIM's supported. V. PERFORMING THE DOWNLOAD Starting the Download Procedure Once you have selected all of the information that you are interested in, you are ready to begin the download procedure. 1. Verify that the amount of information to be downloaded is not bigger than the space available on the disk drive. The "Bytes Required" number just above the download button should be less than the "Bytes Available" number. If it is not, you should go back and deselect some information until the "Bytes Required" is smaller than the "Bytes Available." 2. Press the "Download" button. 3. When the "Download Status" window is displayed, you have a couple of options: a) You can leave the window open and watch as the system downloads the information. b) You can Minimize the window, and the download will continue to process in the background. This allows you to continue working in another application while the download completes. c) You can read or print a copy of the instructions on how to complete the PIMformation download and import process by importing the data into your PIM. The whole download process can be aborted if you want to continue this process at a later time. 4. The download process can take as long as 15 minutes, depending on which computer system PIMformation is installed. We suggest that you print the instructions for completing the download and then minimize the download. 5. When the download process has completed, you can select the "OK" button, and PIMformation will close. VI. IMPORTING THE DATA INTO YOUR PIM Once you have completed the PIMformation download procedure, you must load the information into your PIM. Depending on which Personal Information Manager you are using, the procedure will vary. The following sections contain the information on how to import the information into each PIM. IMPORTING DATA INTO LOTUS ORGANIZER(TM) Lotus Organizer is a very simple program to use and to import data into. Organizer has two different sections to load data: the Calendar and the Address Book. You must perform a separate import for each section. PIMformation downloads all information that is date based (Events) into Organizer's Calendar Section and all address information into Organizer's Address Book section. Once the data is imported, you can search on any text in the entire address book or calendar. If you wanted information about "Multi-media," use the search function, and it will return all records that contain "Multi-media." Importing Addresses into Lotus Organizer(TM) 1. If Lotus Organizer is not running, start Organizer. 2. If you want to import the data you selected into an existing Organizer data file, you must open that file. If you want to create a new Organizer data file, select "NEW" from the "FILE" pull-down menu (Alt F, N). 3. Next select the "IMPORT" option from the "FILE" pull-down menu (Alt F, I). 4. To import address information, you must select "ADDRESS" for the "Into Section" and "ASCII" for the "Import Format." 5. Next select the appropriate file to import. Use the directory selection box to select the directory "C:\PIMFO\DATA." When this directory is selected, the file named "ORG.CSV" should display in the "FILE" window. 6. Select the file "ORG.CSV" by using the mouse and clicking on the file name. 7. Next press the "OK" button. 8. When the "Field Mapping" Screen appears, press the "MAP ALL" button and then click on the "IMPORT" button. 9. The download procedure will automatically complete. 10.When the process is complete, save the file by using the "SAVE" or "SAVE AS" commands on the "FILE" pull-down menu. Importing Dates into Lotus Organizer(TM) 1. If Lotus Organizer is not running, start Organizer. 2. If you want to import the dates you selected into an existing Organizer data file, you must open that file. If you want to create a new Organizer data file, select "NEW" from the "FILE" pull-down menu (Alt F, N). 3. Next select the "IMPORT" option from the "FILE" pull-down menu (Alt F, I). 4. Next select "CALENDAR" for the "Into Section" and "ASCII" for the "Import Format." 5. Use the "directory selection" box to select the directory "C:\PIMFO\DATA." When we select this directory, a file named "ORGDATE.CSV" should display in the "FILE" window. 6. Select the file "ORGDATE.CSV" by using the mouse and clicking on the file name. 7. Next press the "OK" button. 8. When the "FIELD MAPPING" screen appears, press the "MAP ALL" button and then click on the "IMPORT" button. 9. The download procedure will automatically complete. 10.When the process is complete, save the file by using the "SAVE" or "SAVE AS" commands on the "FILE" pull-down menu. Congratulations. You have completed your first Organizer download! IMPORTING DATA INTO POLARIS PACKRAT(TM) Once you have completed the PIMformation download process, the data is ready to be imported into Packrat. Packrat is a very powerful PIM but can be more difficult to use than others. It is very important to follow the Import instructions EXACTLY. Once you understand the import procedure, it is not difficult, but there are a number of pitfalls that could cause problems. Packrat does not support importing items into the Calendar. Therefore, all dated items are entered as to-do items. Its the best we could do until Polaris supports importing to the Calendar. People are combined with companies in the Phone Book Facility. (Some PIM's keep them separate.) Packrat's searching capabilities make Packrat very, very powerful when used with PIMformation. CAUTION: Importing can be slow. Be patient. Importing Addresses into Polaris Packrat(TM) 1. If Packrat is not running, start Packrat. 2. If you want to import the data you selected into an existing Packrat data file, you must first open that file. Select "OPEN" from the "FILE" pull-down menu and select the already existing file. If you want to create a new Packrat data file, select "NEW" from the "FILE" pull-down menu (Alt F,N). 3. To import addresses into your new or open file, you must first select the phonebook facility by clicking on its icon. 4. Next select the "IMPORT" option from the "FILE" pull-down menu. 5. Use the file selection box to select the file "C:\PIMFO\DATA\RAT.CSV." Note: The "[..]" symbol will move you up one directory when double-clicked on. 6. The next step is to select all of the fields to be imported into Packrat. If there is a Merge Catalog named "ALL FIELDS" in the Merge Catalog box at the bottom of the screen, select it by clicking on it. If there is no "ALL FIELDS" Merge Catalog, you must define all of the fields to import manually. There is a box named "AVAILABLE" with a list of field names on the left side of the import screen. It begins with "*Skip*," "Assistant," and "City(Primary)." Select each name to import by double clicking the mouse on each name in the list. The name will move over to the box on the right named "SELECTED." IMPORTANT: Start with "ASSISTANT" and double-click on each name in order. When you are finished the list should be as follows: Assistant, City(Primary), City (Secondary), Client Rate, Company, Country(Primary), Country(Secondary), Date, Department(Primary), Department(Secondary), Email Destination, Email Name, First Name, Full Name, Key, Key, Key, Key, Last Name, Nickname, Phone Number 1, Phone Number 2, Phone Number 3, Phone Number 4, Position, Resource Rate, State(Primary), State(Secondary), Street 1(Primary), Street 1(Secondary), Street 2(Primary), Street 2(Secondary), Title, Zip(Primary), Zip(Secondary). 7. Next Click on the box that says "INCLUDE NOTES." Make sure an X appears in the selection box. 8. If you plan on doing more than one import, we suggest that you save this Merge Catalog setup. To save this Merge catalog, click on the "ADD" button at the bottom of the screen next to the box labeled "MERGE CATALOG." Next enter a name to be saved. We suggest "PIMformation Import." 9. After you have verified that you have selected the file "C:\PIMFO\DATA\RAT.CSV," you have selected the fields to import in the appropriate order, and you have selected the "INCLUDE NOTES" box, you are ready to start the import. 10.Next press the "OK" button. 11.Packrat will display the message "Importing X records." IMPORTANT: Packrat can take a significant amount of time to import large number of records (more than 1000). Do not shut off your computer or exit Packrat; you will abort the import. We suggest that you start the Packrat import process in the evening and let your computer run over night. Importing Dates into PACKRAT(TM) 1. If Packrat is not running, start Packrat. 2. If you want to import the data you selected into an existing Packrat data file, you must first open that file. Select "OPEN" from the "FILE" pull-down menu and select the file you want to import into. If you want to create a new Packrat data file, select "NEW" from the "FILE" pull-down menu (Alt F, N). 3. To import Dates, you must first select the "TO-DO" facility by clicking on its icon. IMPORTANT: Packrat does not allow importing into the Calendar faciltiy. 4. Next select the "IMPORT" option from the "FILE" pull-down menu (Alt F, I). 5. Use the file selection box to select the file "C:\PIMFO\DATA\RATDATE.CSV." 6. The next step is to select all of the fields to be imported into Packrat. If there is a Merge Catalog named "ALL FIELDS" in the Merge Catalog box at the bottom of the screen, select it by clicking on it. If there is no "ALL FIELDS" Merge Catalog, you must define all of the fields to import manually. There is a box named "AVAILABLE" containing a list of field names on the left side of the import screen. It begins with "*Skip*," "Client Cost," and "Elapsed Time." Select each name to import by double clicking the mouse on each name in the list. The name will move over to the box named "SELECTED" on the left. IMPORTANT: Start with "Client Cost" and double-click on each name in order. When you are finished, the list should be as follows: Client Cost, Elapsed Time, End Date, End Time, Key, Key, Key, Key, Key, Key, Key, Key, Priority, Resource Cost, Start Date, Start Time, Status, Summary. 7. Next Click on the box that says "INCLUDE NOTES." Make sure there is an X in the selection box. 8. If you plan on doing more than one import, we suggest that you save this Merge Catalog setup. To save this Merge Catalog, click on the "ADD" button at the bottom of the screen next to the box labeled "MERGE CATALOG." Next enter a name to be saved. We suggest "PIMformation Import." 9. After you have verified that you have selected the file "C:\PIMFO\DATA\RATDATE.CSV," that you have selected the fields to import in the appropriate order, and that you have selected the "INCLUDE NOTES" box, you are ready to start the import. 10.Next press the "OK" button. 11.Packrat will display the message "Importing X records." IMPORTANT: Packrat can take a significant amount of time to import large number of records (more than 1000). Do not shut off your computer or exit Packrat; you will abort the import. We suggest that you start the import process in the evening and let your computer run over night. IMPORTING DATA INTO COMMENCE(TM) Commence is one of the most sophisticated Personal Information Managers available. This sophistication makes it ideal for use with PIMformation. PIMformation V1.0 supports the Commence BASIC DATABASE for easy import. Importing to other databases requires a higher level of sophistication to perform the import. We feel that the extra sophistication of the import process is more than worthwhile. Commence's advanced searching will allow a user to find information quickly. It's flexible viewing allows you to easily see your information in the format that you want. PIMformation uses the standard import facility to load information into the People, Companies and Appointment Categories. Importing Addresses into Commence(TM) PIMformation supports direct loading into the Commence Basic Database. The addresses are loaded into the COMPANIES category. 1. If Commence is not running, start Commence. 2. If you want to import data into a database that is not the Basic Database that is shipped with Commence, see the section entitled "Importing Commence Data into Existing Databases." 3. From the "FILE" pull-down menu, select the "IMPORT" function. 4. When the "IMPORT" window appears, select the "COMPANIES" from the available templates. Once you have highlighted the "COMPANIES" template, select the "EDIT" button. 5. It is necessary that we make one change to the template before we begin the import process. Select the "IMPORT RULES" button, and when the "IMPORT RULES" screen appears, select the button titled "ADD DUPLICATES AS NEW ITEMS." Now select "OK" and "SAVE" to return to the "IMPORT" window. 6. Select the "IMPORT" button, and you will move to a "FILE SELECTION" window. Select the file "C:\PIMFO\DATA\COMMENCE.TXT." 7. Press the "OK" button to begin the import process. 8. When the import appears to be finished, choose "OK" on the "IMPORT" window to complete your import process. Importing Dates into Commence(TM) The dates are imported into the Appointments Category of Commence's Basic Database. 1. If Commence is not running, start Commence. 2. If you want to import data into a database that is not the Basic Database shipped with Commence, see the section entitled "Importing Commence Data into Existing Databases." 3. From the "FILE" pull-down menu, select the "IMPORT" function. 4. When the "IMPORT" window appears, select "APPOINTMENT" from the available templates. Once you have highlighted the "APPOINTMENT" template, select the "EDIT" button. 5. It is necessary that we make one change to the template before we begin the import process. Select the "IMPORT RULES" button, and when the "IMPORT RULES" screen appears, select the button titled "ADD DUPLICATES AS NEW ITEMS." Now select "OK" and "SAVE" to return to the "IMPORT" window. 6. Select the "IMPORT" button, and you will move to a "FILE SELECTION" window. Select the file "C:\PIMFO\DATA\COMMDATE.TXT." 7. Press the "OK" button to begin the import process. 8. When the import appears to be finished, choose "OK" on the "IMPORT" window to complete your import process. Importing People into Commence(TM) Commence keeps people in a separate category than companies. To download the records into the people category do the following: 1. If Commence is not running, start Commence. 2. If you want to import data into a database that is not the Basic Database shipped with Commence, see the section entitled "Importing PIMformation Data into Existing Commence Databases." 3. From the "FILE" pull-down menu, select the "IMPORT" function. 4. When the "IMPORT" window appears, select "PERSON" from the available templates. Once you have highlighted the "PERSON" template, select the "EDIT" button. 5. It is necessary that we make one change to the template before we begin the import process. Select the "IMPORT RULES" button, and when the "IMPORT RULES" screen appears, select the button titled "ADD DUPLICATES AS NEW ITEMS." Now select "OK" and "SAVE" to return to the "IMPORT" window. 6. Select the "IMPORT" button, and you will move to a "FILE SELECTION" window. Select the file "C:\PIMFO\DATA\COMPERSN.CSV." 7. Press the "OK" button to begin the import process. 8. When the import appears to be finished, choose "OK" on the "IMPORT" window to complete your import process. Importing PIMformation Data into Existing Commence Databases If you are not using the Basic Database in Commence, you will have to do a custom import. When you want to import data into a existing Commence database, you have to map the PIMformation data fields to match the appropriate Commence Fields. This process is not hard, but requires the user to be very careful in making the correct selections. The appropriate download procedure is as follows: 1. If Commence is not running, start Commence. 2. From the "FILE" pull-down menu, select the "IMPORT" function. 3. When the "TEMPLATE" window appears, select the "TEMPLATE" of the category to which information should be imported. Once you have highlighted the template, select the "EDIT" button. 4. When the "TEMPLATE DEFINITION" window appears, press the "MAP..." button. The "TEMPLATE MAPPING" window allows us to define which PIMformation fields will be inserted into which Commence Fields. 5. PIMformation writes its data into three text files which can be imported into Commence. These files contain the following information: COMMENCE.TXT: Contains all companies selected during the PIMformation download process. It contains information in the following fields (in order): ADDRESS FAX NUMBER NAME NOTES PHONE NUMBER The information in this file must be mapped to the corresponding fields in your Commence Database. For example, if you have a Commence Database that has fields called COMPANY NAME, COMPANY ADDRESS, PHONE1, PHONE2 and NOTES, you should set up the map column in the following way: COMPANY ADDRESS PHONE2 COMPANY NAME NOTES PHONE1 COMMDATE.TXT: Contains all EVENTS selected during the PIMformation download process. It contains information in the following fields (in order): ALARM - a binary value to set the alarm on or off. DATE - the date of the event. ENDTIME - the time that the event is completed. NAME - the name of the event. NOTES - the notes about the event. STARTTIME - the time that the event starts. TYPE - the type of event (anniversary or one time event). The information in this file must be mapped to the corresponding fields in your Commence Database. For example, if you have a Commence Database that has fields called APPOINTMENT NAME, DATE, TIME, and NOTES. You would set up the map column in the following way: <SKIP FIELD> (inserted so that the PIMformation field "alarm" is not imported into the database.) DATE <SKIP FIELD> APPOINTMENT NAME NOTES TIME <SKIP FIELD> COMPERSN.TXT: Contains all PEOPLE selected during the PIMformation download process. It contains information in the following fields (in order): ADDRESS - the address where the person can be reached. BUSINESS CONTACT - a blank field. FAX # - FAX phone number. NAME - last name, first name. NICKNAME - the person's nickname. NOTES - notes about this person. PHONE # - the person's main phone number. TITLE - the title of the person. The information in this file must be mapped to the corresponding fields in your Commence Database. For Example, if you have a Commence Database that has fields called NAME, TITLE, ADDRESS, PHONE, PHONE1, and NOTES. You would set up the map column in the following way: ADDRESS <SKIP FIELD> PHONE1 NAME <SKIP FIELD> NOTES PHONE <SKIP FIELD> 6. It is necessary to make one final change to the template before we begin the import process. Select the "IMPORT RULES" button, and when the "IMPORT RULES" screen appears, select the button titled "ADD DUPLICATES AS NEW ITEMS." Now we are ready to begin the import. 7. Select the "OK" button, and the import will begin. IMPORTING DATA INTO SYMANTIC ACT(TM) Once you have completed the PIMformation download process, the data is ready to be imported into ACT. ACT is one of the best selling PIM programs and works well with PIMformation addresses. However, event data cannot be downloaded into ACT, because there is no import facility for dates within ACT. Importing Addresses into ACT(TM) 1. If ACT is not running, start ACT. 2. If you want to import the data you selected into an existing ACT data file, you must first open that file. Select "OPEN" from the "FILE" pull-down menu and select the file you want to import into. If you want to create a new ACT data file, select "NEW" from the "FILE" pull-down menu. 3. Next select the "IMPORT" option from the "FILE" pull-down menu. 4. Use the file selection box to select the file "C:\PIMFO\DATA\ACT.TXT." Make sure that the "LIST FILES OF TYPE" is set to "Delimited." 5. The next step is to map all of the fields to be imported into ACT. PIMformation builds a file that can be imported without mapping the ACT fields. All you have to do is click on the "OK" button. A message will be displayed asking if the import parameters are correct. Press the "OK" button, and the import will begin. Importing Dates into ACT(TM) ACT does not support the import of dates. Until a future release of ACT supports date imports, ACT will not be able to use the Electronic Calendar feature of PIMformation. IMPORTING DATA INTO ARABESQUE ECCO(TM) Once you have completed the PIMformation Download Process, the data is ready to be imported into ECCO. ECCO supports both PIMformation addresses and event items. The download process is relatively straight forward, and the data searching tools are very powerful. ECCO users will find that PIMformation makes their PIM even more useful! Importing Addresses into ECCO(TM) 1. If ECCO is not running, start ECCO. 2. If you want to import the data you selected into an existing ECCO data file, you must first open that file. Select "OPEN" from the "FILE" pull-down menu and select the file you want to import into. If you want to create a new ECCO data file, select "NEW" from the "FILE" pull-down menu (Alt F, N). 3. To import addresses, you must first select the phonebook by selecting "PHONEBOOK" from the "VIEW" pull-down menu. 4. Next select the "IMPORT" option from the "FILE" pull-down menu. If a message box pops up that is titled "IMPORT DATA FILE," click on the "OK" button. 5. Use the File selection box to select the file "C:\PIMFO\DATA\ECCO.TXT" and click on the "OK" button. 6. The next step is to map all of the fields to be imported into ECCO. ECCO displays a screen that shows the "FIELD NAMES" on the left side of the screen, a list of "DESTINATIONS" in the middle, and a "CHOOSE DESTINATIONS" column on the right side of the screen. Each "FIELD NAME" must be matched to the same "DESTINATION." To match each "FIELD NAME" to the "DESTINATION," select the "FIELD NAME" on the left and then locate the same name in the "CHOOSE DESTINATION" column. When you click on the entry in the "CHOOSE DESTINATION" column, it should be displayed in the "DESTINATION" column next to the "FIELD NAME." 7. When you have matched all the "FIELD NAMES" to "DESTINATIONS," press the "OK" button. 8. ECCO will display the message "Import will begin." Press the "OK" button to begin the import. 9. When ECCO has completed the import, a message will be displayed that will tell you if the import was successful. A message will also tell you how many records were imported. Click "OK" to close this message. Your import process is now complete. Importing Dates into ECCO(TM) 1. If ECCO is not running, start ECCO. 2. If you want to import the data you selected into an existing ECCO data file, you must first open that file. Select "OPEN" from the "FILE" pull-down menu and select the file you want to import into. If you want to create a new ECCO data file, select "NEW" from the "FILE" pull-down menu. 3. To import dates, you must first select an outline to import to by selecting "OUTLINE" from the "VIEW" pull-down menu. If you want to create a new outline, select the "VIEW" pull-down, then select "OUTLINES," and finally select "NEW OUTLINES." NOTE: ECCO will NOT let you import to the Calendar. This is a limitation of ECCO, not PIMformation. 4. Next select the "IMPORT" option from the "FILE" pull-down menu. If a message box pops up that is titled "IMPORT DATA FILE," click on the "OK" button. 5. Use the file selection box to select the file "C:\PIMFO\DATA\ECCODATE.TXT" and choose "OK." 6. Depending on whether you have previously imported data into the outline, select the appropriate steps below. A) IF THIS IS THE FIRST TIME that you have imported PIMformation records into this outline, when the "IMPORT INTO CURRENT VIEW" window is displayed, click on the "At Bottom of Outline" button, the "IMPORT FILE HAS COLUMNAR DATA," and the "CREATE NEW COLUMNS USING MAIL MERGE HEADER" button. Then press "OK." After pressing "OK," go to Number 7 in the directions. B) IF YOU HAVE ALREADY IMPORTED PIMformation data into this outline, when the "IMPORT INTO CURRENT VIEW" window is displayed, click on the "At Bottom of Outline" button, the "IMPORT FILE HAS COLUMNAR DATA," and the "CHOOSE COLUMN FOR EACH FIELD." Then press "CHOOSE." The next step is to map all of the fields to be imported into ECCO. ECCO displays a screen that shows the "FIELD NAMES" of the left side of the screen, a list of "DESTINATION COLUMNS" in the middle, and a "CHOOSE A COLUMN" on the right side of the screen. Each "FIELD NAME" must be matched to the same "DESTINATION COLUMN." To match each "FIELD NAME" to the "DESTINATION COLUMN," select the "FIELD NAME" on the left and then locate the same name in the "CHOOSE A COLUMN." When you click on the entry in the "CHOOSE A COLUMN," it should be displayed in the "DESTINATION COLUMN" next to the "FIELD NAME." The first "FIELD NAME," "EVENT NAME," cannot be changed, and should be skipped. Start by matching "EVENT START DATE." NOTE: If you cannot find matching values in the "CHOOSE A COLUMN," you have not entered PIMformation data into this outline previously. Hit the cancel button and follow the instructions in step 6A. When you have matched all the "FIELD NAMES" to "DESTINATIONS COLUMNS," press the "CONTINUE" button and then the "OK" button. 7. ECCO will display the message "Import will begin." Press the "OK" button to begin the import. 8. When ECCO has completed the import, a message will be displayed that will tell you if the import was successful and how many records were imported. Click "OK." VII. UPGRADING TO PIMFORMATION FROM PIMFORMATION LITE Users of PIMformation Lite can easily upgrade to the power of full PIMformation. If there is a registration button on your main menu, you can upgrade your system by pushing the "UPGRADE" button. 1. From the main menu, press the "UPGRADE" button. A window will display that contains the registration information, as well as a space for an upgrade number and your name. 2. At this point, call PIMformation. They will ask you to read your registration number. They will then give you a matching upgrade number. 3. Key the upgrade number into the appropriate space on the screen. When you have completed this, write the registration number down. This number will be necessary if you ever have to re-install PIMformation. 4. When you press the enter button, after entering the Upgrade number, PIMformation will take a few seconds and then will automatically upgrade itself. 5. If PIMformation returns a message that you need additional files, call PIMformation, and we will send you a disk that will allow you to upgrade. Most users will not need to order this additional disk. 6. At this point, you will have access to all of the thousands of records in PIMformation. Enjoy! CREDITS: PIMformation was designed by Derek Capretta, Ted Intorcio and Doug Bower. All Software development was completed by the talented engineers at Surreal Systems, Inc. Data entry and verification was done by Colleen Sherrick, Lynn Kessler, Mari Chambers, and others. Screen design and packaging were designed by Ted Intorcio and the Wizards at HEP Design. PIMformation Version 1.1 contains a number of new features including support for Note Cards, selection of data by fulltext keyword search, filters on City, State, Zip, SIC code, Date, and more. Customers who register PIMformation will receive a free upgrade to PIMformation V1.1. All of the fine people at PIMformation hope that you enjoy our work. If you have any questions, please call us!