Documentation/Device setup

For administrators

Device setup

Connect Android and iOS devices and manage mobile-application settings.

PalmOrder works only with devices that have been paired with PalmOrder Server. The server stores separate access data for every device, its syncName, license type and last activity time.

Setup sequence

  1. Install PalmOrder for Android or iOS and configure the PalmOrder Server address in the mobile app.
  2. Pair the device with the server using the instructions for your platform on the same page.
  3. Download reference data and check that a document can be sent.

Exchange and configuration on Android

See Pair a device for illustrated Android pairing instructions. After pairing:

  1. Run Download exchange file on the device to receive exchange.xml with the available profiles.
  2. If needed, send preferences.xml, tables_columns.xml, print forms and other configuration files through outbox.
  3. Run an exchange and check the log on the device and server.

The end-to-end check for these steps is described in First exchange.

What identifies a device

An administrator assigns syncName while approving pairing. It is a stable name used in the log and to select device-specific inbox and outbox directories. It must be unique among active devices.

The access secret is created during pairing and stored by the application. Do not add it to preferences.xml, exchange.xml or other files in outbox.

Android configuration files

FilePurpose
exchange.xmlProfiles for receiving tables and files and sending documents.
preferences.xmlRemote mobile-application settings, including server addresses.
tables_columns.xmlColumn titles, order, visibility and display format in the application.
custom_tables.xmlCustom tables and their main menu titles.
print_forms.xml, .prnPrinter form configuration.
pdf_forms.xml, HTML templatesPDF forms for previewing and sharing.

An overview of the formats and an exchange.xml example are available in Data formats.

Printing and GPS on Android

  • Bluetooth printing — printer connection, print_forms.xml and a sample .prn text form.
  • PDF forms — previewing and sharing PDF documents.
  • Template language — Chunk — substitutions, loops, conditions and formatting.
  • GPS — Android permissions, route recording and coordinate sending.