ADDING Google Sync to the Advantage Xi Menu

 

Advantage Xi can sync with Google using the GoogleSync.exe module.  Use the instructions below to setup the options you need and do the sync process.   The advantage of using Google sync is that many smart phones have the ability to sync with Google wirelessly.   The Advantage Xi CONTACTS and CALENDAR items can sync to allow you to keep up with your data easier.

 

For additional information on how to setup your phone to sync with Google use the following link: http://www.google.com/mobile/sync

 

STEP 1 – Adding Google Sync to your Main Menu:

 

The first thing you need to do is add the Google Sync icon to your menu.  You can add this icon to any of the navigation menu groups that you prefer.  In this example we will use the mouse to Right-Click on the Main Menu group heading > Menu Setup > Add Menu Item…

 

 

This will display the Mark-It Advantage Xi Add Icon window.  Scroll down to Google Sync and select it with your mouse then press the Add Selected Item button to add Google Sync to the Main Menu group.  Once this has been added then click the Close button.


 

 

You should now see the Google Sync Menu item in the Main Menu group (or which ever group you added it to)  Click on the new menu item to run the Google Sync module.

 

 

 


STEP 2 – Initial Database Setup:

 

If you are updating from an earlier version of Advantage Xi your database will not have the required Google Sync database tables which should be merged into the main database.  (It is possible to run the Google sync without merging it into the primary database but that is not recommended.)    When you first run the Google Sync and you do not have the required Google Sync tables in your database, you will see a message like this….

 

 

This screen will popup EACH time you run Google Sync until it has the required database changes.  Press the [OK] button to close this message and use the following steps to add the changes needed.  

 

Merging the required Google Sync files into your database:

NOTE:  This process should only be performed ONCE for your database. 

If you are setup to Sync to a MASTER database, you will need to perform these changes while connected to the Master database and then SYNC each of the other computers to get the required changes to these computers.   If you are on a REMOTE computer (away from your master) you should exit the system and do this at a later time when you are connected to the master or at a different computer.  Trying to merge the changes into 2 different databases and then sync will not work and may cause problems down the road.

 

Click on the Options Tab to display the [Merge Link Index] button.  You will notice that the (*) Stand-Alone radio button is selected instead of the ( ) Integrated option which indicates that the database changes have not been included in your main database. 

 

Press the [Merge Link Index] button to perform the changes needed to the database.  Once it is done, it will ask you to exit the Google Sync and Sync if required.  EXIT the Google Sync module. 

·         If you only use Advantage Xi on one computer and do not sync then simply exit the Google Sync module and then come back in. 

·         If you have a Master database, exit the Google Sync module then press the SYNC NOW button to sync the changes your local database.

 

 

 

 


STEP 3 – Returning to the Google Sync Module:

 

NOTE: When you return to the Google Sync screen after the setup process you SHOULD NOT get the message about merging the database.  You can also check the Utilities tab to make sure that the (*) Integrated option is selected instead of the Stand-Alone option.  If you do get the merge message or it still shows the stand-alone option selected, the system did not merge the needed changes into your database or you did not sync after the process.   If you did not sync to your Master, then exit the Google Sync and sync to your Master and try again.  If you still have an issue, visit our Help Desk for further instructions:   www.AdvantageXi.com/HelpMe

 

 

 

 


NOW FOLLOW THE LINK TO BEGIN THE SYNC PROCESS

http://www.AdvantageXi.com/Training/GoogleSync/GoogleSync.htm