Quick Start Sync/Send doc Guide

[Brendan]

Much of this information is in the online user manual, but a customer of mine put this together to document his experience with migrating and sending a document to another device to get sync to work. So I thought I would share it with everyone here:

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Before upgrading to version 5, first do the following:

If you have more than one Mac on which TapForms is running, decide which one is to be used as the “master”.

If you had iCloud syncing on, then turn it off on the “master”; all data will be stored locally.

Make a backup on the “master”-Mac of your data and store it somewhere convenient. This backup is your “Holy Grail”….

After that, you can start upgrading to version 5.0

On the “master”-Mac, install version 5.0 and start it. You will see a startup screen, with a “migrate” button at the left side, just below the middle.

On the “master”-Mac, do the “migrate from previous version” and select the “master”-Mac backup you just created.

Check if all data have been migrated correctly.

Close TapForms 5, and open it again.

Make sure your other device(s) are on the same network as the “master”-Mac. Install version 5 on the other devices. Then start TapForms 5 on them. Do NOT open any databases whatsoever, do NOT migrate; proceed to the step below.

On the “master”-Mac, choose the Database Document to be shared, and click the “share” button.

From the list, choose the device on which you want it to be installed as well.

On the device, click to accept.

Voilá!!!

You can repeat the “share” steps for your other device(s); including iPad and iPhone.

Now that all your devices have been migrated consistently, you can start the syncing process.

[Ron]

Much of this information is in the online user manual

Where is this document? I only see the old manual on the support page.

[Kubaton]

Nearby syncing does not work for me. I’ve tried on an iPhone and an iPad Pro. The setup works but none of my changes in either direction are synced. I just purchased the software 5 months ago and paid for the upgrade to the Mac and iOS versions today. I’m in ~$92 deep and I have better things to do with my time than to fight software that was working perfectly for me prior to an “upgrade.”

If someone can dumb down the steps, although I don’t know how much simpler the setup could be (other than leaving it as it was), I’d love to be able to get back to being productive.

Thanks.

[John Catalano]

FYI Re. Sync over WiFi setup – My iPhone wasn’t showing a name or user in TapForms for Mac… but, I clicked the blank line and was able to set up sync. Sync over wifi now works.

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[Kubaton]

That all works as expected for me. I thought maybe it had something to do with the migrated records but I just created a brand new test database and added 2 records to it after setting up sync and they are not being synced. I just found a setting under the gear icon on the iOS app and I added my iMac to it from my iPhone. It was already setup to sync under preferences on the desktop app. I have no idea. This should not be this difficult.

I’ve tried clicking the refresh button on the desktop and choosing the “Sync Now” option under the File menu. It simply does not work no matter what I try.

Edit: As much as I hated to throw in the towel, I just setup an account for Cloudant and it worked perfectly and is lightning fast. The only thing that bothers me is the potential to incur charges.

[Author]

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