Difference between revisions of "Setup Guide - Sync Android via CompanionLink Secure Hosted Sync"

Revision as of 11:29, 9 January 2014

Quick Links

CompanionLink offers a remote configuration service where we will set up everything for you called RunStart. CompanionLink also provides direct help from our expert technicians through Premium Support.

Configure CompanionLink 6 on your PC

Run CompanionLink Setup from your desktop or start menu and click Settings.
Select your contact manager from the Select your PC or web database...) drop-down.
Select Android from the Select the device you want to sync with... drop-down.
Select CL Secure Hosted Wireless from the Select your sync method... drop-down. You will be asked to setup an account and to enter payment details (This service is $9.95/month per device).

Configure CompanionLink 5 on your PC

Run CompanionLink Setup from your desktop or start menu
Select Android from the Select the device you want to sync with... drop-down.
Select CL Secure Hosted Wireless from the Select your sync method... drop-down and carefully read through the prompts. You will be asked to setup an account and to enter payment details (This service is $9.95/month per device).
Select your contact manager from the Select your PC or web database... drop-down.

Database Configuration Guides

Configuration instructions for Microsoft Outlook.

Configuration instructions for ACT!, Lotus Notes, Palm Desktop, and all other databases.

Configuring Advanced Settings allows you to set field mapping, configure database folders, and much more.

Setup DejaOffice on your Android device

Open DejaOffice, then tap Setup Wizard and ensure that you select CL Secure Hosted Wireless as your sync method.
OPTIONAL: Configure DejaOffice to sync with the native Android apps (within Setup Wizard).

How to sync

Open CompanionLink on your PC, then click Sync.
Open DejaOffice from your Android device, and tap Sync.

Click here to setup Auto-Synchronization

@@ Line 1: / Line 1: @@
-<yambe:breadcrumb>Setup Guides|Setup Guides</yambe:breadcrumb>
+'''Quick Links'''
-==Before You Start==
+::<u>[[Installing_CompanionLink|How to install CompanionLink]]</u>
-If this is your first time using CompanionLink, we recommend you take a minute and [http://www.companionlink.com/gettingstarted/ review our Sync 101 page]. It contains helpful information about how to prepare a proper sync environment to minimize potential problems.
+::<u>[[Registering_CompanionLink|How to register CompanionLink]]</u>
-===Back up your data===
+CompanionLink offers a remote configuration service where we will set up everything for you called <u>[http://www.companionlink.com/runstart/ RunStart.]</u>
-CompanionLink cannot be held responsible for any data corruption or data loss that may occur in conjunction with our software. CompanionLink highly recommends [[Backing_Up_Your_Database|backing up your PC database]] before performing a sync and on a regular basis.
+CompanionLink also provides direct help from our expert technicians through <u>[http://www.companionlink.com/premium/ Premium Support.]</u>
-==Install DejaOffice for Android==
+----
-DejaOffice is a free application that can be installed from the Android Market. Simply search the Android Market for "DejaOffice," or visit http://www.dejaoffice.com/androidapp from your mobile device. For more details, view full instructions on [[Installing_DejaOffice_for_Android |how to install DejaOffice for Android]].
-==Installing CompanionLink==
-Install CompanionLink on your PC - http://www.companionlink.com/downloads/updates.html
-For more details, view full instructions on [[Installing_CompanionLink|how to install CompanionLink]].
-===Registering CompanionLink===
-The 14-day trial software is fully functional. To register your paid license, enter the name and email address you used to purchase the software in the CompanionLink registration window (File > Register).
-For more information, view full [http://www.companionlink.com/support/kb/Registering_CompanionLink registration instructions].
-<p class="attention">ATTENTION: If you are still using version 5 of CompanionLink the setup guide promptly follows after the version 6 Guide.</p>
-==CompanionLink 6 Configuration Guide==
 '''Configure CompanionLink 6 on your PC'''
-#Run "CompanionLink Setup" from your desktop or start menu and click "Settings" (The menu may pop up automatically if this is your first setup).
+#Run ''CompanionLink Setup'' from your desktop or start menu and click ''Settings''.
-#Select your contact manager from the drop-down option in the "From" section (Select your PC or web database...) and [[Configuring_your_PIM|configure your contact manager settings]].
+#Select your contact manager from the ''Select your PC or web database...)'' drop-down.
-#Select "Settings" beneath your PIM and configure the data types you wish to sync with, then click OK.
+#Select ''Android'' from the ''Select the device you want to sync with...'' drop-down.
-#Select "Android" from the first drop-down option in the "With" section (Select the device you want to sync with...).
+#Select ''CL Secure Hosted Wireless'' from the ''Select your sync method...'' drop-down. You will be asked to setup an account and to enter payment details (This service is $9.95/month per device).
-#Select "CL Secure Hosted Wireless" from the second drop-down option in the "With" section (Select your sync method...) and carefully read through the prompts. You will be asked to setup an account and to enter payment details (This service is $9.95/month per device).
-'''Configuring database settings'''
-You will now need to configure CompanionLink settings for the database you wish to sync with. Each contact manager (such as Microsoft Outlook) works a bit differently, and has its own unique settings to configure.
-View full [[Configuring_Outlook|configuration instructions for Microsoft Outlook]].
-View full [[Configuring_your_PIM|configuration instructions for ACT!, Lotus Notes, Palm Desktop, and all other databases]].
-'''Advanced settings and other options'''
-To select specific folders to sync with, create custom field mapping, change auto-sync settings and more, configure [[CompanionLink_Settings|Advanced Settings]].
-'''Setup DejaOffice on your Android device'''
-#Open DejaOffice, then tap "Setup Wizard" and ensure that you select "CL Secure Hosted Wireless" as your sync method. (If it is your first setup the wizard will pop up automatically)
-#OPTIONAL: Configure DejaOffice to sync with the native Android apps (within Setup Wizard).
-'''How to sync'''
-#Open CompanionLink on your PC, then click the "Synchronize" button (auto-sync is also an available option). Your data will be synchronized to CompanionLink's secure servers.
-#Open DejaOffice from your Android device, and tap "Sync". Data will be synchronized between CompanionLink's secure servers and your device.
-===To Configure Auto-synchronization===
-'''To enable Auto-Sync in CompanionLink 6'''
-#Run "CompanionLink Setup" from your desktop or start menu.
-#Click "Settings."
-#Click "Advanced" on the bottom left of the CompanionLink screen.
-#Click on the "Auto-Synchronization" tab at the top.
-#Set according to your preference.
-Please note that when auto-sync is enabled the CompanionLink program must be minimized to the system tray and not be showing on your screen or task bar. Also attempting to manually sync with auto-sync enabled will cause issues, if you wish to manually sync please disable the auto-sync function.
-==CompanionLink 5 Configuration Guide==
 '''Configure CompanionLink 5 on your PC'''
-#Run "CompanionLink Setup" from your desktop or start menu
+#Run ''CompanionLink Setup'' from your desktop or start menu
-#Select "Android" from the first drop-down (Select the device you want to sync with...).
+#Select ''Android'' from the ''Select the device you want to sync with...'' drop-down.
-#Select "CL Secure Hosted Wireless" from the second drop-down (Select your sync method...) and carefully read through the prompts. You will be asked to setup an account and to enter payment details (This service is $9.95/month per device).
+#Select ''CL Secure Hosted Wireless'' from the ''Select your sync method...'' drop-down and carefully read through the prompts. You will be asked to setup an account and to enter payment details (This service is $9.95/month per device).
-#Select your contact manager from the third drop-down (Select your PC or web database...) and [[Configuring_your_PIM|configure your contact manager settings]].
+#Select your contact manager from the ''Select your PC or web database...'' drop-down.
-'''Configuring database settings'''
-You will now need to configure CompanionLink settings for the database you wish to sync with. Each contact manager (such as Microsoft Outlook) works a bit differently, and has its own unique settings to configure.
-View full [[Configuring_Outlook|configuration instructions for Microsoft Outlook]].
-View full [[Configuring_your_PIM|configuration instructions for ACT!, Lotus Notes, Palm Desktop, and all other databases]].
-'''Advanced settings and other options'''
-To select specific folders to sync with, create custom field mapping, change auto-sync settings and more, configure [[CompanionLink_Settings|Advanced Settings]].
+'''Database Configuration Guides'''
+::<u>[[Configuring_Outlook|Configuration instructions for Microsoft Outlook]].</u>
+::<u>[[Configuring_your_PIM|Configuration instructions for ACT!, Lotus Notes, Palm Desktop, and all other databases]].</u>
+::<u>[[CompanionLink_Settings|Configuring Advanced Settings]]</u> allows you to set field mapping, configure database folders, and much more.
 '''Setup DejaOffice on your Android device'''
-#Open DejaOffice, then tap "Setup Wizard" and ensure that you select "CL Secure Hosted Wireless" as your sync method. (If it is your first setup the wizard will pop up automatically)
+#Open DejaOffice, then tap ''Setup Wizard'' and ensure that you select ''CL Secure Hosted Wireless'' as your sync method.
 #OPTIONAL: Configure DejaOffice to sync with the native Android apps (within Setup Wizard).
 '''How to sync'''
-#Open CompanionLink on your PC, then click the "Synchronize" button (auto-sync is also an available option). Your data will be synchronized to CompanionLink's secure servers.
+#Open CompanionLink on your PC, then click ''Sync''.
-#Open DejaOffice from your Android device, and tap "Sync". Data will be synchronized between CompanionLink's secure servers and your device.
+#Open DejaOffice from your Android device, and tap ''Sync''.
-===To Configure Auto-synchronization===
-'''To enable Auto-Sync in CompanionLink 5'''
-#Run "CompanionLink Setup" from your desktop or start menu.
-#Click "Advanced Settings."
-#Click on the "Auto-Synchronization" tab at the top.
-#Set according to your preference.
-Please note that when auto-sync is enabled the CompanionLink program must be minimized to the system tray and not be showing on your screen or task bar. Also attempting to manually sync with auto-sync enabled will cause issues, if you wish to manually sync please disable the auto-sync function.
-==RunStart Service==
-We also offer configuration service. Our experts will log into your PC at a time you select. We will set up everything for you. The service is called [http://www.companionlink.com/runstart/ RunStart and costs $49.]
+::<u>[[Auto-Sync|Click here to setup Auto-Synchronization]]</u>