Tutorial Topics
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end--especially if you are new to iData Pro. Then read it again
and
follow any external links when you need to learn more details.
NOTE: This tutorial
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The History of iData Pro
How Do the
Various
Versions Relate to Each Other?
Entering Your Serial Number
iData Pro File Types
File Locations
iData Pro Preferences
Opening Your QuickDEX, InfoGenie, and Older
iData
Files in iData Pro
The History of
iData
Pro (back to top)
iData Pro is the latest in a chain of applications that started
with
Casady & Greene's little desk accessory, QuickDEX. QuickDEX
was
designed as an on-screen Rolodex emulation. Each record appeared
as a
card-sized block of plain unstyled text. Customers requested more
room
for data, and the next version, QuickDEX II, replaced those
fixed-size
windows with resizable, scrollable windows. A separate
application,
PrintDEX, was created to permit the printing of labels and
envelopes,
and the combination was sold as Super QuickDEX.
QuickDEX II was actually too large to be a desk accessory and
required
some tricks with memory to work at all. As customers requested new
features, and as Apple started on the path to eliminating the desk
accessory format, it was decided that QuickDEX III would be a
standard
application, and work on this began in 1995. For various reasons,
the
new version was named InfoGenie, rather than QuickDEX III.
Label and envelope printing capabilities were added to InfoGenie
itself, so there was no need for PrintDEX as a separate
application.
One of the features that was often requested was some kind of
field
structure. However, many (probably most) QuickDEX II users really
liked
the freeform record format, and as we began designing InfoGenie,
it was
decided that the freeform text area would be the core of each
record,
with fields as options. This approach has been continued and
improved
up through iData Pro.
With the advent of Mac OS X, InfoGenie became iData Pro, and text
formatting and image insertion capabilities were greatly improved.
iData Pro 1.0 was based on Carbon features and some OS X features
were
not readily available.
In 2002, Mike Wright purchased the publishing rights to InfoGenie
and
iData Pro, and when Casady & Greene went out of business in
2003,
he and Robin Casady, with the help of David Sinclair, began
working on
the next version. iData 2 was an interim Cocoa-based application
that
lacked label and envelope printing. Finally, iData Pro 3 added
those
features back in, along with many others that rely on system
capabilities that are easily available only through Cocoa.
We have attempted to design iData Pro in such a way that those who
prefer
the simplicity of QuickDEX can just ignore most of the advanced
features, but those features are there for those who need them.
How Do
the
Various Versions Relate to Each Other?
If iData Pro version 4 is the first version of iData Pro that you
have
purchased, the main thing you need to know is that the "Pro"
portion of
the name was used in version 1, but was dropped in versions 2 and
3
(thus, "iData 2" and "iData 3"). With the advent of iData Lite,
iData Kwik, iData
Mobile, and iData Mobile Plus, it was decided that going back to
"iData Pro"
would make it easier for everyone to know which version was being
discussed at any time.
iData Pro 1, iData Pro 2, and iData Pro 3 all had different
datafile
formats, so the file name extensions are different for each format
--
.id1 or
.ID for iData Pro 1,
.idata for iData Pro 2, and
.id3 for iData Pro 3. When
customers
moved up to iData Pro 3, it was necessary for them to import
earlier
datafile versions. However, iData Pro 3 and iData Pro 4 use the
same
datafile format, so iData Pro 4 datafiles also have the
.id3 file name extension.
In the same way, iData Pro 1 datafiles were stored in an
iData Datafiles Folder, iData
2
datafiles in an
iData 2
Datafiles
Folder, and iData 3 datafiles in an
iData 3 Datafiles folder.
iData Pro 4 ships with sample datafiles in an
iData Pro Datafiles folder,
but users of iData 3 may continue to use their
iData 3 Datafiles folder.
However, you may
change the name of the folder
to whatever you like.
We plan on using the term "
iData
Pro Datafiles folder" in the User Guide, but you may
occasionally see "
iData 3
Datafiles folder".
Entering Your Serial
Number (back to top)
When you purchase iData Pro, you will receive an email entitled
"Thanks
for your purchase" from Kagi(SM). That message will include your
iData
Pro serial number.
(iData Pro
4
serial
numbers
start
with ID40-,
followed
by three
groups of four digits, separated by hyphens.)
After purchasing an iData Pro serial
number,
if you have run iData Pro before (as a demo, for instance), you
may not
see
the serial number entry window right away. In that case, iData
provides
a
way for you to bring it up whenever you like.
To enter your serial number:
1. Select License...
under the iData Pro
menu. This
will bring up the following window. The message at the top
will vary
according to how many days iData had been used prior to
bringing up the
License window.
2. Enter your name in the Licensed Name: text field. iData Pro doesn't
use your
name
for any particular purpose, so you can enter anything you like
here.
3. Enter your serial number in the Serial Number: text field.
4. Click the Add License
button, and the Entered, Kind, and Licensed Name columns in
the upper
field will display the appropriate information.
If you have any trouble pasting your
serial number into its text field after copying it from an email
message, try just typing it in. It seems that some email styles
may
interfere with copying, and it's also easy to pick up extraneous
space
or return characters that will interfere with iData's processing
of the
serial
number.
Once
you
have successfully added a license, the License...
item under the iData Pro
menu will be disabled. If you move the iData Pro application
to a
different hard drive, or if you reformat your current hard
drive and
have to reinstall iData Pro, you will have to re-enter your
serial
number, as well.
As you can see, if you don't already
have
a serial number for iData Pro, you can click the Buy
License... button to go
to the iData Web site to
get one. You can also select iData Orders from the Help menu.
iData Pro File Types (back to top)
iData Pro makes use of three kinds
of
files:
iData
Pro datafiles
contain your data, organized into records. Datafile file names
end with
.id3. The freeform
text area
of records in this format can have styled text and embedded
images and
sound files.
Our iOS app for the
iPhone and iPad,
iData Mobile, has a slightly different datafile format that
has only
one text style, without embedded images or sound files. iData
Pro can
also open and edit these datafiles, which have the .idm file name extension.
Envelope
template files tell iData Pro how to print envelopes in
different
formats.
Envelope template file names end with .ienv.
Label
template files tell iData Pro how to print labels in different
formats.
Label template file names end with .ilabel.
NOTE: The .id3, ienv, and .ilabel
file
name extensions may not show up in the Finder, depending on your
preference settings.
Datafiles
NOTE: In the past, we've seen that
some
customers assume that their data is somehow stored inside the
iData Pro application itself. This is not the case. The data is stored on your hard
drive as datafiles.
If you have used other versions of iData, you may already have
some datafiles in an
iData 3
Datafiles folder or an
iData
Pro Datafiles folder. In this case, simply select that
folder when it is requested.
Otherwise, you may place your datafiles wherever you like.
However,
iData Pro will ask you to specify the folder that will contain
your
datafiles. The contents of this folder will be used to
create the
Datafiles menu.
We recommend that you create an
iData
Pro Datafiles folder in your
Documents folder. Throughout this User Guide, we
will use this name to refer to the folder that you select.
The simplest way to create a new
iData
Pro Datafiles folder is to do it when iData Pro first
asks for its location. Here's how:
1. When the Open dialog first comes up,
navigate to the
Documents
folder.
2. Click the
New
Folder button in the lower left corner of the Open
dialog, type in the folder name, then click the
Create button.
3. When the
Open dialog shows the folder name in the popup menu at the top
of the dialog window, click the Select button.
You can also create sub-folders
within
the iData Pro Datafiles Folder, and use those to further
organize your
datafiles.
Sub-folders will show up as sub-menus in the Datafiles menu.
Only one
level
of sub-folders is supported by the Datafiles menu.
If you need to put datafiles in
other
locations, you should make aliases to those datafiles, and then
put
the alias files into the iData
Pro Datafiles
folder.
If you want to share datafiles with other
users who log in
separately, you can place them in the /Users/Shared/ folder on
your
hard drive, and
then place aliases to them in each user's
iData Pro Datafiles folder.
Templates
iData also uses template files for labels and envelopes. These
files
must be placed in a templates folder in order for them to show up
in
the
Templates menu.
Everything said above about the datafiles folder goes for the
templates -- just replace "Datafiles" with "Templates".
We'll refer to this folder as the
iData Pro Templates folder. As with the
iData Pro Datafiles folder,
you can rename this folder.
iData Pro Preferences (back
to top)
iData Pro is highly customizable. Although the default preferences
are
generally the most convenient and useful, you may wish to change
some
of them. To do this:
1. Select
Preferences...
under the
iData Pro menu
to
bring up the iData Pro Preferences dialog.
2. Select the desired preference category by
clicking its button in the toolbar.
3. Make any desired changes in the preference
settings. To learn about the details of the various preferences,
see
the following help pages:
Updates
General
Modem
Dialing
Services
Special
Note: In addition to
Preferences, which apply to
all
datafiles, each datafile has its own
Datafile Settings, which
can be
set differently from one datafile to the next.
Opening Your QuickDEX, InfoGenie, and
Older
iData Files in iData Pro (back
to top)
QuickDEX card decks and datafiles from InfoGenie, iData Pro (v.
1.0.x),
and iData 2 cannot be opened directly in iData Pro, but must be
imported.
iData 2 Datafiles
In most cases, the first time you run iData Pro, you will be
prompted
to
import all of your iData 2 datafiles and templates. We recommend
that
you do this at that time.
To import an individual iData 2 datafile at any time, select
iData 2 Datafile... in the
Import sub-menu, under the
File menu. In the Open dialog,
select the file to be imported. Once the import is complete, save
the
new datafile right away.
You can also import an entire folder of iData 2 datafiles in a
single
operation by selecting
iData 2
Datafiles Folder in the
Import
sub-menu, under the
File
menu.
For details, see
the
Help
page on this topic.
iData Pro 1 Datafiles, InfoGenie Datafiles, and QuickDEX Card
Decks
Just select the appropriate product name from the
Import sub-menu, under the
File menu. In the Open dialog,
select the file to be imported. Once the import is complete, save
the
new datafile right away.
You can also import an entire folder of iData Pro 1 Datafiles in a
single
operation by selecting
iData
Datafiles Folder in the
Import
sub-menu, under the
File
menu.
For details, see
the
Help
page
on this topic.