Palm Handheld Presentation Outline
Software Needed:
How Does it Look When Finished

Palm Main Screen

Forms Screen

Select Student
First part of schedule
Second part of schedule

Student Screen Scroll Information Search by Name
The basic process revolves around four of the following areas:
Importing the Palm Macro into Aeries
1. Querying Students
2. Exporting into a Microsoft Access Database.
3. Creating the form in Pendragon and putting it in the Palm4. Exporting the student data from the Microsoft Access file into the Palm via the hotsync conduit provided with Pendragon.
Create Access Database
Steps:
Create an Access Database titled "students.mdb"
Extract Data from Aeries and Export into Access
Obtain a local copy of your school's database file. (eg. get a copy of the database onto your computer).
Go to Query

KEEP STU IF GR=X
x=grade level 6,7,8 9,10,11,12 or just don’t a keep if you want all students.
Close the table after it opens
Hit F11 key to bring up the macro window. Run the "Create the Palm Pilot Table of Classes.
The macro will crunch data and put it in a table titled "usysPALM".
Open the table "usysPALM" and export the data to the Students.mdb file that was created in step 1:
Keep this table in a consistent place on your computer. Pendragon will import this data and the file location must be static.Repeat step 2-6 for each grade level. Be sure to RESET after each keep statement
Creating Pendragon Forms on Palm Device and Importing Data

Select "Import Access Table Design"

Import one class:



Select Edit
Order the fields as you want them. Using the up/down arrow on the left side of the screen. Place the ID Number field last.
Once completed, close this window and go back to Pendragon. Select Properties and Freeze the form.
Once the form is frozen, click on the field mappings button and point Pendragon to the students.mdb access file.
Pendragon will then map the Pendragon forms fields with the data in the students.mdb file.Answer "yes" when Pendragon asks to point to the new data source.
Click on the Advanced Properties button.
Increase the storage size from 500k to 2000k.Select the "Default to Record View" checkbox.
You may also select "hide delete button" depending on the user…
Click "OK" when complete
CTRL click on the Advanced Properties button again:
Select the "Sync data only when distributed" checkbox. This makes Pendragon sync only when there is a new form distributed. This will GREATLY increase sync times.Close when completed.
Click "OK" at the Forms Properties window
Step LAST
Press on the "Distribute" button in Pendragon.Sync the Palm as usual. The Student Data will appear in the Forms 3.2 Palm program.
Repeat steps 19-28 for each class/grade level.

But Wait There's More….
Optional Step 29 (new in Forms 3.2)
Include a password for each Form:
Go to Advanced Properties for each form, select "Security" and Password protect..