Palm Simulator and Emulator Installation Instructions for Resellers

Last reviewed: 05/12/2008
Article ID: R10674

The information in this article applies to:

• PracticeMaster Palm Conduits
• Tabs3 Palm Application Version 14, 12, 11, and 10
• PracticeMaster Palm Desktop (One-way)
• Palm OS^® Version 5 (i.e. Palm OS Garnet)
• Palm OS^® Version 4 and 3

SUMMARY

PracticeMaster and Tabs3 have the ability to integrate with Palm Powered™ handhelds. Demonstrating how the integration works without having a handheld device can be done by installing a Palm OS^® Simulator or a Palm OS^® Emulator onto a workstation. The type of integration you want to demonstrate determines which Palm application you will install on the workstation.

PROCEDURES

The following procedures can be used to download and configure a Palm Simulator or Emulator to integrate with Tabs3/PracticeMaster software. These procedures assume that the computer has Internet access. (Note: Depending on the simulator used, a device-specific Palm Desktop may be required.)

Downloading the Palm Simulator

Palm, Inc. has several simulator packages. The applications on the handheld device that Tabs3 and PracticeMaster use for integration work the same on any package you choose. Therefore, it is not necessary to install a new simulator for each type of handheld device. Software Technology, Inc. resellers and consultants can obtain and install a Palm OS Simulator package using the following instructions:

Note: In order to run the Simulator, you must also download and install Palm Desktop and HotSync Manager software. Only one installation of the Palm Desktop software can be installed on a workstation at a time. Unexpected results may occur when installing one version of Palm Desktop over another. Therefore, it is recommended that if you want to install a different simulator package than one you originally installed, you install it on a different workstation.

1. Go to pluggedin.palmone.com. Click Join Now.
2. Fill out the required fields on the form. Click Submit Application.
3. A password will be e-mailed to you.
4. Once you receive your password, go to pluggedin.palmone.com. Click Member Login.
5. Enter your e-mail address and the password provided to you. Click Submit.
6. Read the license agreement and click I accept the terms of use.
7. In the navigation menu on the left of the page, go to develop, then select the brand of the device that you would like to download a simulator for (e.g., Treo™, LifeDrive™, Tungsten™, or Zire™).
8. In the "Quick Links" box on the right side of the page, click the link for the version of the device that you want to download.
9. Click the link to download the .zip file for the desired handheld simulator. (Note: It is highly recommended that the Release version of the simulator is used.)
10. Download/save the .zip file to a location on your workstation and note where that location is.
11. In your Web browser's toolbar, click the Back button.
12. In the "Quick Links" box on the right side of the page, click the link for the version of the Palm Desktop and HotSync software (in most cases it much match the Palm OS simulator downloaded in step 10).
13. Click the link to download the .zip file for the desired Palm Desktop and HotSync software. (Note: In some cases, such as with Treo smartphones, there are multiple phone service carriers for each handheld. Each simulator specifically simulates all features available on that carrier's device and requires the Palm Desktop software developed for that specific carrier's device.)
14. Download/save the .zip file to a location on your workstation and note where that location is.
15. Extract the contents of the Palm Desktop software .zip file that you downloaded.
16. Once the contents of the .zip file are extracted, install the Palm Desktop software by running the SETUP.EXE program.
17. Extract the contents of the Palm OS Simulator .zip file that you downloaded.
18. Once the contents of the .zip file are extracted, look for a SETUP.EXE file in the Palm OS Simulator folder that was extracted from the .zip file. (Note: The instructions for installation and use may be included in the simulator directory or one of its subdirectories.)
    • If you find a SETUP.EXE file in the folder, double-click it to install the Simulator.
       --or--
    • If you did not find a SETUP.EXE file in the folder, copy the contents of the folder to a new folder on your workstation (i.e., c:\simulator). Then, from that new folder, right-click the .exe file for the simulator and select Send to | Desktop to create an icon on your desktop.
19. In the C:\PALM, verify that the file SimSlotDriverVolume does not exist. If it does exist, delete it. (Note: In many cases, this file is used to store the settings for the specific Palm OS Simulator last used. If it already exists in the C:\PALM directory errors may occur when the simulator is started.)
20. Start the simulator by clicking the icon on the desktop.
21. Complete any calibration and preferences setup. (Note: Each simulator will also have different procedures for calibration and preferences setup.)
22. Right-click the Palm Simulator.
23. Select Settings | Communication to determine if the Redirect NetLib Calls to Host TCP/IP menu option is enabled.
    • If a check mark is not displayed next to the menu option, select the Redirect NetLib Calls to Host TCP/IP menu option.
      --or--
    • If a check mark is displayed next to the menu option, move and click your mouse outside of the shortcut menu.
24. Once the preferences are set, follow the instructions in the Configuring the Palm OS Simulator and Emulator section.

Downloading the Palm OS Emulator

Software Technology, Inc. resellers and consultants can obtain and install the Palm OS Emulator using the following instructions:

1. Go to www.palm.com/us/support/downloads/windesk41SE.html to download the Palm Desktop 4.1 software.
2. Enter your information at the bottom of the page and click Next.
3. Click the link to download the Palm Desktop software.
4. Read the License Agreement and click Agree.
5. Download/save the .exe file to a location on your workstation and note where that location is.
6. Once the download is complete, install the Palm Desktop software by running the .exe file and follow the instructions.
7. Go to www.palmos.com/dev/programs/pdp/join.html
8. Click Register.
9. Fill out the required fields on the form. Click Submit.
10. Select: Consultant from the drop-down list. Click Submit.
11. Read the Membership Terms and click I Accept.
12. Read the End-User License Addendum and click I Accept.
13. Create a "Palm Emulator" directory on your hard drive (it can be named anything you like, i.e., C:\POSE).
14. Go to http://www.palmos.com/dev/tools/emulator/ and click on the Download the Palm OS Emulator link.
15. In the table under the Description column for the Tool "Emulator 3.5", click the .zip link under Windows and Binaries. Save the file to the "Palm Emulator" directory you created.
16. In the table under the Description column for the Tool "Palm OS Emulator Skins 1.9", click the .zip link under Windows and Binaries.
17. Go to http://www.palmos.com/dev/tools/emulator/ and click on the Download ROM Images link.
18. In the table under the Description column for the Tool "Palm OS 4.1.2", click the .zip link under Windows and Release. Save the file to the "Palm Emulator" directory you created.
19. Unzip the three files you downloaded, one at a time. Make sure to preserve the long file names and directory structure. Your "Palm Emulator" directory should now contain the following files:
    
    (directory) Docs
    (directory) Scripting
    (directory) Skins_v1.9
    (file) Emulator.exe
    (file) Emulator_Profile.exe
    (file) HostControl.h
    (file) ROM Transfer.prc
    (file) PalmOS412_FullRel_EZ_EFIGS.rom
    (file) PalmOS412_FullRel_EZ_enUS.rom
    (file) emulator-skins-19.zip
    (file) emulator-win.zip
    (file) palmos412_RelROMs.zip
    
    If additional files are located in the "Palm Emulator" directory, the directory structure may not have been preserved. Therefore, you need to try unzipping the files again. If you do not know how to preserve long file names and the directory structure with your zip software, the documentation for your zip software should include the information needed.
20. Rename the PalmOS412_FullRel_EZ_enUS.rom file to EMULATOR.ROM.
21. Rename the Skins_v1.9 directory to Skins.
22. Start the Emulator (you can create an icon running C:\POSE\EMULATOR.EXE)
    1. If the Palm Emulator has been used on this computer before, a message may be displayed indicating the sti.psf file was not found. Click OK.
    2. You may receive a message asking if you want to add an item to the Start Menu for the Palm OS Emulator. You can answer this question any way you choose.
23. Click New to start a new session.
24. Click the drop-down arrow next to the ROM file and select Other. Choose EMULATOR.ROM in your POSE directory. Click Open.
25. Make sure the other options are set as follows: Device: Palm Vx, Skin: Generic, RAM Size: 8192K.
26. Click OK.
27. If you need to make the Emulator smaller, right-click the Palm Emulator, select Settings | Skins and clear the Double Scale check box. Click OK.
28. Right-click the Palm Emulator and select Settings | Properties.
29. Select the Redirect Netlib calls to host TCP/IP check box.
30. Change the HotSync user name to match the Palm Desktop user name you chose and click OK.
31. Right-click the Palm Emulator, select Settings | Debug Options. Clear all of the available check boxes and click OK.
32. Right-click the Palm Emulator and select Exit. Click Yes to save changes and save as STI.PSF in your "Palm Emulator" directory.
33. Restart the Palm Emulator.
34. Once the Preferences screen appears, follow the instructions below for Configuring the Palm OS Simulator and Emulator.

Configuring the Palm OS Simulator and Emulator

The following instructions can be used as a guideline for configuring the Palm OS Simulator or Emulator to be able to HotSync with the Palm Desktop software. Depending on the version of the Palm OS Simulator, the procedure may vary. Many versions of the Palm OS Simulator will have instructions for installation and use in either the simulator directory or one of its subdirectories.

1. Right-click the HotSync Manager icon in the system tray (near the time on the Taskbar).
   1. Choose Setup.
   2. Click the Network tab.
   3. Click the TCP/IP Settings button and write down this info.
   4. If you are using the Palm OS Emulator, make sure that the user name you set up is checked.
   5. Click OK.
   6. Click OK.
2. Right-click the HotSync Manager icon in the system tray (near the time on the Taskbar).
   1. Make sure Network is selected.
3. In the Palm OS Simulator or Emulator, click the Applications icon.
4. Click the HotSync icon on the Palm OS Simulator or Emulator.
5. Change to Modem.
6. Click the word HotSync in the upper left corner.
7. Choose Modem Sync Preferences and click Network. Click OK.
8. Click the word HotSync in the upper left corner.
9. Choose LanSync Preferences and set to Local HotSync. Click OK.
10. Click the word HotSync in the upper left corner.
11. Choose Primary PC Setup and enter the information you wrote down from the HotSync Manager in Step 1. Click OK.
12. Click the Select Service button under the HotSync picture, click the drop-down arrow by Service and choose Windows RAS. Some versions of the Palm OS Simulator may not have the ability to change the service off "Untitled". The HotSync should in many cases still be able to complete. If necessary, consult the instructions included with the simulator.
13. Click the drop-down arrow next to Connection. For the Palm OS Simulator, select Cradle/Cable. For the Palm OS Emulator, select Direct Serial. If neither of these options are available, create a new Connection based on connecting to the PC via Cradle/Cable. If necessary, consult the instructions included with the simulator.
14. Click Done.
15. Click the HotSync icon. If you are using the Palm OS Simulator, select a palm user name in the same way you would a valid System Configuration User ID (eight or fewer characters, no spaces, etc). If you are using the Palm OS Emulator, select the HotSync user you created earlier.
16. Click OK.
17. After the HotSync has completed, click Reset.
18. If you are using the Palm OS Emulator, right-click the Palm Emulator and select Save.

Installing the PM Palm Conduits

1. Make sure you can HotSync the Palm OS Simulator or Emulator with the Palm Desktop. Do not proceed until you can successfully HotSync the Palm OS Simulator or Emulator with the Palm Desktop.
2. Install PracticeMaster Version 10.7 or later.
3. Start PracticeMaster.
4. Select Maintenance | Integration | Handheld Integration | Palm Synchronization Setup.
5. Use the Palm Synchronization Setup wizard to install the Conduits.
6. Once the Conduits are installed, click the HotSync icon on the Palm Emulator to HotSync the systems.

Note: Detailed installation instructions for the PracticeMaster Palm Conduits can be found in the Help provided with PracticeMaster.

Installing Tabs3 Palm Application

1. Install Tabs3. In the Select Programs window, click the + symbol next to Tabs3 and select the Tabs3 Palm Application check box.
2. Launch the Palm OS Simulator or Emulator.
3. Click Start | Programs | Software Technology | Palm Software | Install Tabs3 Palm App.
4. Select the correct User Name and click Install.
5. When the Waiting for HotSync window is displayed, click the HotSync icon on the Emulator. (Note: This process may take an extended period of time and could indicate "Not Responding" on your computer. Do not abort the process.) Once the HotSync is complete, the message "HotSync Operation Complete" will be displayed on the Emulator.
6. If you are using the Palm OS Emulator, right-click on the Emulator. Select Exit and make sure to save the changes to the STI.PSF file.
7. If the User ID you have chosen in the above steps is not in System Configuration, add it now.
8. Start Tabs3. Make sure you log into Tabs3 using the same User ID that you selected for the handheld.
9. Select Maintenance | Integration | Handheld Integration.
10. Select the Type tab.
11. Select the Tabs3 Palm App Data Files option in the Handheld Type field. Select the Client Order that you wish to use as well.
12. Verify that the Client range on the Client tab is set correctly.
13. Click OK to start the export process.
14. When finished creating the validation files, click OK.
15. If you are using the Palm OS Emulator, right-click on the Emulator and select Exit. Make sure to save the changes to the STI.PSF file.
16. Reboot the computer.
17. In the Palm OS Simulator or Emulator, run the HotSync. If the User ID selection box comes up, choose the same User ID again. Your data should now be in the Palm Emulator.
18. Right-click on the Emulator and select Save. This should be done each time you make a change to the data or programs on the Emulator that you want to keep.

How to Use the Palm OS Simulator and Emulator

Using the Palm OS Simulator

The .zip file that you downloaded may contain documentation with information on using the Palm OS Simulator. In many cases, the document is located in a subdirectory called Docs. The location, name, and contents of the document will vary based on what simulator you downloaded.

Additional information about using the Palm OS Simulator can also be found on the Internet at www.palm.com

Using the Palm OS Emulator

The emulator .zip file that you downloaded contains a file called UsingPalmOSEmulator.PDF in the Docs subdirectory. This file includes basic information on how to use the emulator.

Additional information about using the Palm OS Emulator can also be found on the Internet at: www.palmos.com/dev/support/docs/68k_books.html under Tools Documentation. Select the Palm OS version of the simulator you downloaded.

References

• KB Article R10803 - How to Access Palm Handheld System Information
• KB Article R10663 - Comparing Methods for Integrating PracticeMaster and Tabs3 with Palm Handhelds

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