5 reading data from the pocketcrs device, 6 uploading data to crs – Rice Lake CRS-Certificate Retrieval System User Manual

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16

Certificate Retrieval System User’s Guide

3. Select the customers to send to the PDA and

click the Add button.

The customer is moved to the bottom list. To
return the user to the top (and not include the
customer on the PDA) use the up arrow
button.

NOTE: The search box at the top can be used to filter the
company list to find the customers easier.

4. Click the Send to PDA button.

A warning is displayed, reminding you to
ensure the PDA is connected to the computer
and ready to communicate. (To verify this,
ensure the Microsoft ActiveSync icon is
displayed in the system tray.)

5. Click the OK button to begin the transfer.

A progress bar will be displayed indicating
the transfer status. When the data transfer is
complete, a message is shown indicate the
successful transfer. The PDA can then be
undocked from the cradle.

5.5

Reading Data from the PocketCRS
Device

Before attempting to read data from the PocketCRS
PDA, verify the device is connected to computer and
ready to communicate. It is recommended to allow
Microsoft ActiveSync to complete its synchronization
process before reading CRS data.

Once the PDA is ready,

1. Click the Read PDA button.

A warning box is displayed reminding you to
ensure the PDA is ready to communicate.

2. Click the OK button to begin reading the

data.

A progress bar indicates the status of the
transfer. If data is available on the PDA, the
system will indicate how many certs are ready
for upload.

3. Click the OK button to complete the process.

5.6

Uploading Data to CRS

Before uploading data to the CRS server, ensure the
computer has access to the Internet.

1. Click the Upload Data button to begin the

transfer.

While the transfer is in progress, the main
window will display Uploading Data at the
bottom of the screen and the buttons will be
disabled. Once the upload is complete, the
system displays a message indicating the
success or failure of the transfer. Successfully
uploaded cert records are then archived if the
backup option is configured.

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