Thank you for purchasing DateBook Pro. This Read Me file contains the following topics:
What's new in version 4.0.1!
Aldus Pro Bundle
Basic Installation Instructions
Custom Installation
Installing DateBook Pro on a Different Hard Disk
Installing Specific Files
Upgrading from DateBook 1.5 or DateBook Pro 2.0
Printing Across Two Pages: Additional Info
Common Questions & Answers
1 What if my calendar is damaged and I can't even launch DateBook Pro?
2 How can I disable the DateBook Pro Extension at startup?
3 Why doesn't DateBook Pro work with my paper from Deluxe Paper?
4 How many items can a Project contain?
Compatibility Notes
Special Note for At Ease Users
Special Note for SuperPaint Users
Special Note for WindowShade Users
Special Note for HP DeskWriter Users w/2.1 Driver
How to Contact Us
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What's new in version 4.0.1!
•Hide the Palette
To hide the DateBook Pro palette, click on the close box in the top left hand corner. To get the palette back, select the new menu item "Show DateBook Palette" in the Preferences submenu in the Edit menu. When the palette is hidden, a new "Search" menu will appear in the menubar between the Calendar and View menus, containing the same items as in the Search popup from the palette.
•Daily "Popup"
If a day in Month, Quarter Year, or Multi-Day view has more items on it than fit, then a triangle switch will appear in the lower right corner of the day. Clicking on this triangle results in a popup menu listing all the items on the day. To open any item listed in the popup, simply select it.
•Search by Keyboards "Any" or "All"
A popup was added to the Full Search and Keyword Search dialogs to allow searching for calendar items with "any" of a list of keywords, or "all" of a list of keywords. "All" is the equivalent to doing a boolean "And" search. "Any" is the equivalent to doing a boolean "Or" search. If you select "all", only calendar items that match every checked keyword will appear in your list. If you select "any", calendar items that match at least one checked keyword will appear in your list.
For example, if you have a calendar item with the "Business" and "Presentation" keywords checked and you did the following searches:
1-Any, with "Business" and "Call" keywords checked.
Your calendar item would be displayed because one of its keywords matched the list of keywords you were searching.
2-All, with "Business" and "Call" keywords checked.
Your calendar item would not be displayed because it does not have the "Call" keyword checked.
3-All, with "Business" and "Presentation" keywords checked.
Your calendar item would be displayed because both of its keywords matched the list of keywords you were searching.
•Search for items with no KeyWords or None Priority
To search for calendar items which have not been assigned any keywords, do a Keyword Search, uncheck (deselect) all the keywords, and click on the Search button. Or from the Full Search dialog, check the Keyword search option, uncheck all the keywords, and click on the Search button. Any or All does not affect searching for calendar items with no keywords.
To search for calendar items which have a priority of "None", do a Type Search, select "To-Do", and check the "None" priority. Or from the Full Search dialog, check the Type search option, select "To-Do" and check the "None" priority".
•Auto Insert Preferred Listing on Drag and Drop
If user drags contacts from TouchBase onto DateBook to create a new calendar item, the Preferered Listing of each of the contacts is automatically stuffed into the Summary field of the calendar item.
•Power Mac Extension
The DateBook Pro Extension is now native to the Power Mac. Power Mac users will enjoy increased performance. There is no difference for non-Power Mac users.
•New Paging Options
Note that the Ex Machina Notify! paging preferences have been moved from the Alarm Preferences Dialog to the new Paging Preferences Dialog. Additionally, the user can specify which Notify! Server to use when sending pages. By default, the server is the user's machine. To select a remote Notify! server on the network, click on the "Select Server" button. Note that if a remote server is chosen, and it is not available at the time of sending the page, the page will not be sent when an alarm goes off.
DateBook can now also create calendar items from pages received with Ex Machina's Update software. If the "Notify me" checkbox is checked, DateBook will put up a dialog indicating that is has received a page from Update. When a page is received, if "Open a new calendar item" is selected, a new calendar item will be created (containing the text from the page) and left open on the screen for the user to view and edit and then manually save. Alternatively, when a page is received, if "Create and Save a new calendar item" is selected, a new calendar item will be created (containing the text from the page) and saved directly into the user's calendar. The item will not be left open on the screen, however the user can open the item to edit or view it.
Contact Ex Machina for information about their Update software at (800) 238-4738.
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Aldus Pro Bundle
"Aldus Pro Bundle" is a mini application that simply opens both DateBook Pro and TouchBase Pro together. If you purchased the Pro Bundle, it is included in the “Apple Menu Items” folder in your System folder and will appear in your Apple menu. If you want to open both DateBook Pro and TouchBase Pro automatically every time you restart your Mac, place “Aldus Pro Bundle” in your “Startup Items” folder in your System folder. This feature is only available under System 7.
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Basic Installation Instructions
1. Make a backup copy of the installer disk(s) and keep it in a safe place.
2. Turn off any virus protection software you may have installed. Refer to the manual that came with the virus protection software if you are unsure of how to do this.
3. Restart your Macintosh with extensions off by holding down the Shift key.
4. Insert the DateBook Pro installer disk (or Pro Bundle Installer Disk 1) into a floppy drive and double-click the DateBook Pro installer icon (or Pro Bundle Installer icon).
5. Click the Install button to automatically install DateBook Pro to your startup hard disk. If you are installing DateBook Pro to a different hard drive or are upgrading from DateBook 1.5 or DateBook Pro 2.0, read the Custom Installation section.
6. When the installation is done, you will then need to restart your computer. Click Restart.
7. Turn on any virus protection software you may have installed. You must now restart your Mac.
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Custom Installation
Installing DateBook Pro on a Different Hard Disk.
If you want to install DateBook Pro onto a hard disk other than the startup hard disk, click the Switch Disk button. The DateBook Pro installer will install all files on the disk you switched to, including files that go into the System folder under System 6 or the Preferences folder (in the System folder) under System 7.
Upgrading From DateBook 1.5 or DateBook Pro 2.0
If you are upgrading from the original DateBook 1.5, the installer will create a folder called "Old DateBook Stuff" and place it in your new "DateBook Pro 4.0 ƒ" folder. In this folder, the installer will place the old DateBook Init and a file called MiniTBAccess. You will not need these files to run DateBook Pro 4.0. You can remove them from your hard disk or throw them in the trash.
The DateBook Pro installer will convert Print templates. The installer will also convert your preferences. Before you convert your calendar files, we recommend you make a backup copy of them first.
The first time you launch DateBook Pro, it will open the last calendar file you opened with DateBook 1.5 or DateBook Pro 2.0 and will ask you if you want to convert the file. Click the Convert button and give the file a new name. Your converted calendar is saved as a new DateBook Pro 4.0 calendar file. Your old calendar is still on your hard disk.
To convert other DateBook 1.5 or DateBook Pro 2.0 calendars, open them from DateBook Pro 4.0.
Note: If your calendar does not convert correctly, it may have been PREVIOUSLY damaged. If you were using DB 1.5, use the DateBook Tools application that came with DB 1.5 to rebuild the calendar. If you were using DB Pro 2.0, open your old calendar with DB Pro 2.0 and rebuild it (select Rebuild from the Tools menu). After rebuilding the calendar, launch DateBook Pro 4.0 and try converting the rebuilt file. If that still does not work, you can go back to the old version, and export all your calendar items to a text file (export all fields except the "categories" field and choose DateBook Pro delimiters). You can than create a new file in DateBook Pro 4.0 and import that text file (import all fields except the "projects" field and choose DateBook Pro delimiters).
DateBook Pro will only convert a total of 32 groups and categories (from your old file) into new keywords.
Installing Specific Files
Instead of a full installation of DateBook Pro, you can install any combination of the following:
• DateBook Pro Application
• DateBook Pro Extension
• DateBook Pro Prefs
• DateBook Pro Folder Icon (System 7 only)
If you install DateBook Pro on a hard disk that does not contain a System folder, the DateBook Pro installer creates a System folder (and Preferences folder under System 7) to hold these files. However, the DateBook Pro installer will not install the necessary System software onto the hard drive.
You may want to use these installation options if you partitioned your hard disk into several smaller volumes. For example, suppose you partitioned your hard disk into two volumes called Startup and Applications. You would want to put DateBook Pro Prefs and the DateBook Pro Extension on Startup and the DateBook Pro Application on Applications. The following instructions show you how:
1) Make a backup copy of the installer disk(s) and keep it in a safe place.
2) Turn off any virus protection software you may have installed. Refer to the manual that came with the virus protection software if you are not sure of how to do this.
3) Restart you Macintosh with the extensions off by holding down the Shift Key. Holding down the shift Key only works under System 7.
4) Insert the DateBook Pro installer disk ( or Pro Bundle Installer Disk 1) into the floppy drive and double-click the Datebook Pro installer icon ( or Pro Bundle Installer icon).
5) Click the Customize button.
6) The Installer will automatically select your startup volume. Click the Switch Disk button and select the Applications volume.
7) Select DateBook Pro Application from the list of installation options. Then hold down the Shift key and select DateBook Pro Templates, Datebook Pro Icons and Sample Calendar.
8) Click the Install button. The application files will now be copied to your Applications volume.
9) Click the Continue button. We now want to install the DateBook Pro Extension on the Startup volume.
10) Click on the Switch Disk button and select the Startup volume.
11) Select DateBook Pro Extension. The hold down the Shift key and select DateBook Pro Preferences.
12) Click the Install button. The extension and preferences files will now be copied to your Startup volume.
13) Click the Restart button.
14) Turn on any virus protection software you may have installed and restart you Macintosh.
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Printing Across Two Pages: Additional Info
A new feature in DateBook Pro 4.0 is the ability to print the monthly and yearly views across two facing pages. It is important to note that when printing the month Across 2 Pages in the 2 and 3 pages per sheet address book forms, be sure to set double-sided printing on to ensure the pages line up correctly.
When printing a year across two pages, you must use only the 1 page per sheet format. If you select 2 or 3 pages per sheet, then DateBook automatically turns on double-sided printing.
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Common Questions & Answers
Q1. What if my calendar is damaged and I can't even launch DateBook Pro?
Hold down the Option key while double-clicking the DateBook Pro application icon. DateBook Pro will ask you to select a file to be repaired. Locate the damaged calendar, highlight it, and click the Open button. DateBook will now prompt you to enter a name for the rebuilt calendar (by default, DateBook will add the word "rebuild" to the current file name). Enter a name, then click the Save button to begin the rebuild process.
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Q2. How can I disable the DateBook Pro Extension at startup?
Hold down the "d" key while your machine is restarting to temporarily disable the DateBook Pro Extension. Hold down the button on your mouse (while your machine is restarting) to disable both the DateBook and TouchBase Pro Extensions.
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Q3. Why doesn't DateBook Pro work with my paper from Deluxe Paper?
The printing instructions printed on the Deluxe two and three page per sheet paper may be incorrect, however you can print correctly with this paper. Follow the instructions listed in the Printing chapter of your DateBook Pro manual.
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Q4. How many items can a Project contain?
In Project View, for performance reasons, an open project folder is limited to show the first 99 items that appear in that project. However, a project can actually contain more than 99 items. An alternate way to display the items in a project is to perform a Search by Project. Select the Project name and click on the Search button. All the project's items will be displayed in List view.
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Compatibility Notes
Special Note for At Ease Users: The "Mini DateBook Pro" feature is only available from the Finder, not from At Ease.
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Special Note for SuperPaint Users: SuperPaint 3.5 pop-up palettes will not work properly if more than two items are added to the menubar. Since both DateBook and TouchBase add items to the menubar, this is an issue if you purchased the Pro Bundle. We have included a patcher to correct this problem in the DateBook Pro 4.0 ƒ folder. Please consult the Readme file inside the "SuperPaint Patcher" folder, which was installed with your copy of DateBook Pro.
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Special Note for WindowShade Users: Mini DateBook Pro is incompatible with The WindowShade Control Panel. Double-clicking on the Mini DateBook's title bar will not compress it.
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Special Note for HP DeskWriter Users w/2.1 Driver: DateBook may be incompatible with the version 2.1 Driver of the HP DeskWriter. Contact HP for an update to this driver. DateBook is compatible with the latest driver.
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How to Contact Us
We hope you enjoy DateBook Pro!
To receive answers via fax to the most frequently asked questions about DateBook and TouchBase, you may call our FaxYI system at (206) 628-5737 from any TouchTone phone, seven days a week, 24 hours a day. For an Index of product issues, request document 880099.
AutoTech is an automated support service that provides answers to frequently asked questions, 24 hours a day, seven days a week. Just call (206) 443-2939 from any TouchTone and follow the instructions.
Technical Support technicians are available 8 a.m. to 5 p.m. PT, Monday through Friday. For Macintosh versions of DateBook and TouchBase, please dial (206) 443-2939.
