Principalm Connect installation steps:

1. Download and install Principalm Connect Install Principalm Connect on the computer you will use to transfer SIS data to your handheld. This does not have to be the same computer as the one that holds your school’s SIS database or the output SIS data files for Principalm. If you do not install Principalm Connect on the same computer where the files are located, you must have access to a Shared Network to be able to upload them to Principalm.

2. Add School(s) Click “Add my first school now….” The Add School dialog is where you enter your license information for Principalm. Licenses are entered on a per-school basis. Enter the activation key provided to you and click “OK”. For instructions on entering your license see here

3. Configure your SIS Bridge Settings The SIS Bridge configuration tells Principalm Connect where to find data exported from your administration system. Click “Choose” to select the folder you extracted the data to. Click “OK”.
   School Number Is only required for some SIS bridges. Please consult your SIS Bridge documentation for instructions on this number.

4. Configure your Student Photo settings The Student Photos settings tell Principalm Connect where to find your student photo data. Follow these steps:

• Folder – Click “Choose” to select the folder where your photos are stored. Click “OK”.
  
• Identified By – Select the data element that is used to identify your photos. Choose from – Student Number, SSN, State ID and Photo ID.
  
• Index File – If your photos are mapped to the student number using an index file, click “Choose” to select the index file.
  
• Crop photos (optional).
  
• Staff Photos (Optional) follow steps in student photo settings.

You are now ready to update your device. See Update Device instructions specific to your device platform.

• Windows 2000 or later
• Principalm Activation File
• Handheld requirementss

If you do not have a Principalm Activation File, please contact care@discoverysoftware.com

1. Save your Principalm Activation File to your desktop.
2. Install Principalm.
3. Principalm Connect will run after the installation is complete.  Click Add my first school now.
4. Click Load from file. Browse to the Principalm Activation File.  Select it and click Open.  Click OK.
5. Under SIS Bridge | Data, click Browse.  Select the folder C:\Program Files\Discovery Software\Principalm\DemoData\.
6. Under Student Photos | Folder, click Browse.  Select the folder C:\Program Files\Discovery Software\Principalm\DemoData\.
7. Under Student Photos | Identified By, select Photo ID.
8. Under Staff Photos | Folder, click Browse.  Select the folder C:\Program Files\Discovery Software\Principalm\DemoData\.
9. Under Staff Photos | Identified By, select Photo ID.
10. Click Update Device.
11. Select your card drive or BlackBerry card drive.  Enter and confirm a password.  Click Update Now.
12. Follow the Principalm+ Installation steps for your particular device.

Full details of configuring specific handheld devices can be found here: Demo Data

1. On the BlackBerry, open the Media application.
2. Press the Menu button, and choose Explore.
   

   Choosing Explore from Media

3. Open the Media Card folder.
4. Select “Install Principalm.htm”.
5. Choose the link that matches your device operating system. If you don’t know which operating system your device uses, scroll to the bottom and select “Help Me Choose”.
6. In the window that appears, choose Download.
7. If you already have another copy of Principalm installed, you will be asked whether to overwrite it. Choose Yes.
8. After the installation is complete, the BlackBerry will prompt you to reboot, choose Reboot. If you are not prompt to reboot your BlackBerry device after the Principalm+ installation, please reinstall Principalm+ on your BlackBerry device, and the reboot prompt should follow.

Once Principalm is installed, you will be able to start it any time by clicking on it in the ribbon.

BlackBerry Playbook (Remote Data Transfer)

Blackberry Playbook Remote Data Transfer feature uses a subscription model to assure that the latest school data is on your device. Setup your datasource subscription and when new datasets are detected, they will be transferred to your device. Principalm will check for new datasets when your device connects to a new WiFi network or when you open the login screen.

Subscribe to a Datasource

1. Select “Manage Datasources”, either from the initial help screen or the Dataset Drop down on the login screen
2. Select “Add Remote Data”
3. Optionally, enter a name for your Datasource.
4. Enter your servers IP address in the text entry field that appears then hit the refresh button
5. The datasets dropdown will contain the datasets currently available on the selected server
6. Select the dataset
7. Check the “Tell me when data changes” checkbox if you would like to be notified when new data is available from this datasource. When new datasets are available you will receive a notification in the Android notification tray so that you can select to download the latest data.
8. Check the “Automatically get data via WiFi” checkbox if you would like Principalm to download any new datasets without any intervention from you.
9. Click “Add” to add the new datasource to your subscription list.
10. Your new datasource will automatically download your first dataset. It will appear in the datasets dropdown on the login screen once the download is finished. You will be able to monitor the download using the notification tray.

Edit your Datasource Subscription

1. Select “Manage Datasources” from the Dataset dropdown on the login screen
2. Select the Datasource you would like to edit.
3. If you are connected to the same network that the Datasource was added on, then you will be able to alter the server and dataset values. Otherwise you will only be able to edit the Datasource name and notification values.
4. Change the values as desired.
5. Select the “Save” button.

Delete your Datasource Subscription

1. Select “Manage Datasources” from the Dataset dropdown on the login screen
2. Long press on the Datasource you wish to delete.
3. Select “Delete Datasource”
4. Your Datasource will be deleted, Click OK to acknowledge.

Note:

Transferring data via USB to Blackberry Playbook

1. Connect the Blackberry Playbook to your computer, using the device’s USB cable.
2. On your computer, open Principalm Connect.
3. From the Destination drop down, select a temporary drive (ie: C:\).
4. Enter and confirm a password, if needed.
5. Click Update Now.
6. When the update has completed, open the temporary drive that the files were transferred to (ie: C:\).
7. Locate the the PALM folder
8. Copy the Palm folder to the root of the Blackberry Playbook internal memory
9. Disconnect the Blackberry Playbook to run Principalm.

Principalm+ must first be installed using the App Store. If you already have Principalm installed, skip to the transferring data section below.

1. On your device, open the App Store.
2. Click Search.
3. Type “Principalm”, and then select it from the list.
4. Click Principalm, then Free, and then Install.
5. Enter your iTunes password, and then click OK.

Once Principalm is installed, you will be able to start it any time by clicking on it.

Transferring data

Note:

1. After the installation completes, open the Principalm application.
2. Click Sync.
3. Select the name of the computer running Principalm Connect. Your school data will be downloaded.
4. After the download is complete you will be asked for your Password. Enter the password you typed in Principalm Connect, then click Go.
5. You will be brought into Principalm. You can now view a list of student and their photos (if they exist). Tap on a student name to access detailed information such as demographic and contact information.

STEP 1: Check Principalm Requirements ensure you have everything you need.

STEP 2: Export Student Data Export student data from your school information system (SIS). See list of bridges here

STEP 3: Export Student Photos Ensure you have a current Photo CD provided by your photo vendor so pictures can be uploaded to your handheld. See photo installation steps here

STEP 4: Principalm Connect Setup Download and install Principalm Connect on to your computer to allow data transfer to your handheld.

STEP 5: Transfer Data to Handheld Transfer your school data to your handheld. Device Update steps can be found here

In Connect:

1. Save the .PAF file to your main hard drive (desktop recommended).
2. Run Principalm Connect.
3. Click “Schools”.
4. Under the License section, click “Edit”.
5. Browse to locate the saved .paf file. Drag your .PAF file into the Schools window.
6. You can also copy the license text from the email to your clipboard. Save this as a .PAF file (ie, SchoolName.paf) and then follow the steps above.

In Acorn:

1. Save the .PAF file to C:\Users\user\Documents\Discovery Software\Licenses
2. Run Acorn
3. Click “Schools”
4. Acorn should recognize the license key saved in the license folder and import it automatically.
5. If Acorn does not automatically import the license key: Click Add and browse to locate the saved .paf file
6. You may also, drag your .PAF file into the Schools window.

To work around this, set up the data extractor on the required machine and point the output data folder to a shared network drive. Users of other systems can then install Principalm Connect and import the output data files stored on the shared network.

1. Install the Data Extractor on a machine with access to the SIS Database, usually a machine at the district computing center.
2. Configure the data extractor to extract each school into a separate folder.
3. Set up the folders to be viewable by the schools via shared network connection, or ftp to the appropriate location via scheduled scripts.
4. Configure Connect at each school to read from the shared folder/FTP drop.

Please refer to Installation for deployment scenarios for Principalm Connect.