The Pendragon Forms 5.1 installer includes a new version of Pendragon SyncServer (version 5.1). You cannot run Pendragon SyncServer 5.1 and an earlier version of SyncServer on the same PC, so your existing SyncServer software will be replaced. The new SyncServer is backward compatible with your existing installation of Pendragon SyncServer 4.0.

For evaluation purposes, we recommend installing the Pendragon Forms 5.1 evaluation on a separate PC. If you install the 14-day Pendragon Forms 5.0 evaluation on a PC with an earlier version of Pendragon SyncServer, you can continue to use the Forms 5.1 SyncServer to synchronize Forms 4.0 clients, but will be unable to synchronize Forms 5.x clients.

If you are not already using Pendragon SyncServer:

The Pendragon Forms 5.1 installer includes a new version of Pendragon SyncServer (version 5.0). During installation, you will be prompted to enter licensing information for Pendragon SyncServer. Leave the fields blank to get a trial version of the SyncServer. This trial version never expires, but it only permits one connection at a time. You will also be prompted for the server password for your SyncServer.

For additional information, see Version 5.1 Synchronization

Upgrading Your Existing Pendragon Forms Software

Be certain to backup your existing Pendragon Forms installation before installing Forms 5.0.

It is recommended that you NOT uninstall earlier versions of Pendragon Forms.

Synchronize all handhelds to send all new and changed records to the Forms Manager database.

Install to the same folder where Forms was installed - typically the C:\Program Files\Forms3 folder3. If you install into your existing Forms3 folder, your previous version of Forms will be upgraded, your original Forms database will be renamed, and when you open the new Forms Manager, you will be prompted to import all of your form designs and data. If you are not promoted to do the import, see page 235 in the Pendragon Forms Reference Guide. DO NOT UNINSTALL THE EARLIER VERSION OF FORMS.

Pendragon Forms 5.0 ships with a single-connection version of Pendragon SyncServer, please see the instructions for setting up the SyncServer Service Manager.

After you install Forms and restart your PC, you will be asked if you want to import the form designs from the previous version of Forms. Choose Yes. Your form designs, data, user list, user groups and multi-user license codes will all be imported into the new version of Forms.

If you will be deploying to Pocket PCs, see the instructions for Installing Forms on Pocket PC devices

Installing the Pendragon Forms Manager Desktop Software

Insert the CD-ROM into the CD-ROM drive or double-click the name of the downloaded file to run Pendragon Forms Setup, and then choose Install Pendragon Forms 5.1.

If you are upgrading from an earlier version of Forms, install to the same folder where Forms was installed - typically the C:\Program Files\Forms3 folder. Your original Forms database will be renamed, and when you open the new Forms Manager, you will be prompted to import all of your form designs and data. If you are not promoted to do the import, see page 235 in the Pendragon Forms Reference Guide. DO NOT UNINSTALL THE EARLIER VERSION OF FORMS.

Type of Installation:

Choose a Typical installation if you are installing on a PC that will synchronize handhelds via a direct cradle or cable connection.

Choose a Network server installation if you are installing on a server that will synchronize handheld devices connection form other workstations of connecting wirelessly. A network server installation must be done on a server with a fixed TCP/IP address.

Choose a Network client installation if handhelds at this workstation will synchronize to Forms on a remote server.

Access Version

After selecting a type of installation, you will be prompted to choose which version of Microsoft Access you have, if any. If you do not have Access, you will be prompted to install a runtime version of Access 2003 that is included with Pendragon Forms.

Unlock Code

Enter the Product Unlock code, this is the serial number located inside the back cover of your manual or the Unlock Code that was sent via e-mail.

You will be prompted for the directory folder where Forms will be installed. If you are upgrading from an earlier version of Forms, install to the same folder where Forms was installed - typically the C:\Program Files\Forms3 folder.

SyncServer Service Manager

Once Pendragon Forms is installed, you will see a Pendragon SyncServer Service Manager screen. Pendragon Forms 5.0 ships with a single-connection version of Pendragon SyncServer, which is the technology that enables handheld devices to synchronize to the PC. If you are using the single-connection version of SyncServer, leave the Company Name/Licensee and Serial Number fields blank.

On the SyncServer Preferences Screen, the Server Address field contains a special IP address (127.0.0.1) that always points to the local PC. The default Server Port is 201. Keep these settings for a Typical installation .

Important: You will need to enter a Server Password. You will also need to enter this password on handheld devices and client installations.

Restart your PC and launch Pendragon Forms to begin creating forms.

Note for MS Access 2003 users : You may bee a security dialog when you open the Forms Manager. This security mechanism can be disabled for all Access databases, but not for individual databases. For best security, leave the security mechanism in place and click the Open button each time you want to open the Pendragon Forms Manager.

Installing on Palm OS Handhelds

To install the Forms5.PRC file onto the handheld, click Start…Programs…Pendragon Forms…Install Forms 5.1 on Handheld. Click the name of each handheld on which you want to install Forms 5.0.

Synchronize each handheld.

For instructions on Setting up a Wireless Palm OS Handheld, see Chapter 1: Getting Started in the Pendragon Forms Reference Guide.

Installing on PocketPC Devices

You will need to install Pendragon Forms separately on each Pocket PC:

Place your Pocket PC in the cradle.

Follow the prompt to install Pendragon Forms on a Pocket PC during the Desktop Client installation, or from the Windows Start menu, select Programs ... Pendragon Forms ... Install Forms 5.0 on Pocket PC Device

You will be asked whether you want to install the components in the default folder. Answer Yes. By default, Pendragon Forms will be installed in the \Program Files\Forms5 folder on your PocketPC device.

You can also install Pendragon Forms on a Pocket PC Storage Card, by selecting No and then choosing your media card as the destination. For more detailed information, see Installing Forms on a Pocket PC Storage Card.

After installation, you will find a Forms 5.0 shortcut under Programs. The first time that you launch the application, several components will be installed:

Microsoft .Net Compact Framework

Microsoft SQL Client

Microsoft SQLCE 2.0

OpenNETCF SDF v1.2

Pendragon Forms5

Symbol Managed Class Libraries

You may be prompted with dialog boxes on your PocketPC during installation. We recommend that you answer Yes if prompted to overwrite read-only files.

A SQL Server CE database will also be created in the \Program Files\Forms5 folder on your device.

Before you synchronize for the first time, you will be prompted for connection and authentication information for your SyncServer.

If you are synchronizing via ActiveSync, keep the default server setting of “PC”. The default port number is 201 and the default account name is “pendragon”.

You should change your password to match the password you entered during installation.

Synchronization settings can be edited via using the Options menu on the Synchronization screen. Select Server Options... to view items on the Server, Identity and Advanced tabs.

Synchronizing Your PocketPC

The PocketPC client will automatically synchronize if it is running and is placed in a cradle that is connected to your PC via ActiveSync.

After synchronization, relevant log messages will be shown on the text box.

You can also manually trigger a synchronization by using the Synchronize... menu option available on the Pendragon Forms menu.


If Forms is running, it is automatically synchronized when the Pocket PC is placed in the cradle.	To initiate synchronization, select Synchronize from the menu on the Forms main screen and then tap the Sync button.

Uninstalling the Pendragon Forms 5.1 evaluation

Use the Control Panel – Add/Remove Programs applet to remove Pendragon Forms 5.1. If you want to go back to using a prior version of Pendragon Forms, simply reinstall the prior version after uninstalling the Pendragon Forms 5.1 evaluation software.