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Pocket VirtualBoss
Installation Instructions

Pocket VirtualBoss is the Pocket PC companion to PC VirtualBoss. It can be used as a stand alone program or you can synchronize PC VirtualBoss data with Pocket VirtualBoss. You can view, edit, and add items (tasks, contacts, and jobs) on your pocket PC. With Pocket VirtualBoss you can do about everything you can with PC VirtualBoss. When you return to your PC you can synchronize all the changes you made on both PC VirtualBoss and Pocket VirtualBoss.
See Pocket VirtualBoss screenshots at www.virtualboss.net/ppc/screenshots.htm

Installing and setting up Pocket VirtualBoss

The instructions below are for those users who are installing Pocket VirtualBoss builds older than build 112.  If you would like to download and install our very latest version of Pocket VirtualBoss or if you are already installing Pocket VirtualBoss build 112, please click here. But, if you would like to continue installing your current version of Pocket VirtualBoss, continue with the instructions below.

It is a good idea to print this page before installing Pocket VirtualBoss.

#1 Install Pocket VirtualBoss version 4.0 (build 95) on your Pocket PC.

If you are upgrading from a previous version of Pocket VirtualBoss, follow the same set of instructions below.

Download the following file.
http://www.virtualboss.net/pda/versionlibrary/pocketvbsetup.exe
After you have saved this file to disk, make sure your Pocket PC is connected to your PC, then open this file (pocketvbsetup.exe) by double clicking on it. Follow the on-screen instructions.

If you are going to use Pocket VirtualBoss only, stop here. You are done.

If you would like to synchronize PC VirtualBoss and Pocket VirtualBoss, go to step 2.

#2 Make sure PC VirtualBoss is installed on your PC. It needs to be version 3.70a or later. If it is earlier than 3.70a it will not sync with Pocket VirtualBoss 4.0. The version number is displayed in the upper left hand corner of the main window in PC VirtualBoss.

Make sure the PC dataset you want to sync with has been opened at least 1 time with PC VirtualBoss 3.70a or later. This way you know your data is in the correct format.

You can upgrade PC VirtualBoss to 4.10 by going to www.virtualboss.net/upgrade.htm 

You can install PC VirtualBoss 4.10 by going to www.virtualboss.net/freedl.htm

#3 Set up ActiveSync to Synchronize Pocket VirtualBoss with PC VirtualBoss.
With basic Pocket PC skills this is very easy to do.

You can synchronize with your regular VirtualBoss data, or you can practice by synchronizing with sample data. Using sample data will allow you to experiment without changing your valuable data.

#3a Tell ActiveSync you want to synchronize PC VirtualBoss.
Go to the Tools menu on Microsoft ActiveSync and select Options.
ActiveSync Settings Help Visual 01

Put a check mark next to VirtualBoss and click on OK.
ActiveSync Settings Help Visual 02
When this is done, you have told ActiveSync that you want to Synchronize PC and Pocket VirtualBoss data. Click on OK, then disconnect and reconnect your Pocket PC.


#3b Tell ActiveSync which PC VirtualBoss dataset you would like to synchronize with.
Double click on the VirtualBoss item.
ActiveSync Settings Help Visual 03

It will ask you where your PC VirtualBoss data is located.
(If you do not know where your VirtualBoss dataset is, see ** & *** below)

Click on the Browse button and click your way to the dataset you want to sync with.
ActiveSync Settings Help Visual 04

Select the .dbc file inside the data folder.
ActiveSync Settings Help Visual 05

Then confirm your selection by clicking on OK.
ActiveSync Settings Help Visual 06

When you are done, ActiveSync will start Synchronizing PC VirtualBoss with Pocket VirtualBoss.

ActiveSync will ask you this question on your 1st sync:
Select "Replace the items on my device..."
ActiveSync Settings Help Visual 07

* Backups
If you have valuable data on your Pocket PC, you should always have a recent backup of your Pocket PC. If you have valuable VirtualBoss data on your PC, you should back that up also. There are several ways to backup your pocket pc. Here are the recommended backup methods:
    1. You can synchronize Pocket VirtualBoss to your PC to save your information.
    2. You can shut down Pocket VirtualBoss and copy the Pocket VirtualBoss program and Pocket VirtualBoss data to a backup folder. Most users would put it on an external flash card if they have one available. You would use File Explorer on your Pocket PC to do this.
    3. If you have ActiveSync 3 (Microsoft eliminated this option in ActiveSync 4) you can backup your entire Pocket PC with ActiveSync on your PC. Go to the Tools menu and select Backup/Restore.

You can backup PC VirtualBoss by going to File > Backup. Or you can take advantage of the auto backup feature found under Options > Preferences > Auto Backup. This backup utility will automatically cover almost all situations except a hard disk failure.

** The dataset contained in C:\Program Files\VirtualBoss\SampleCoInc is a great set to test with.
- To sync with SampleCoInc, Open SampleCoInc with PC VirtualBoss 1st.
a. Go to the File menu, Open Database, Open Sample Data.
b. Select Samplecompanyinc.

Then set up ActiveSync to synchronize with Sample Co Inc. See step 3 above.

*** If you want to synchronize with your company data, follow these instructions.
You should know where your company dataset is. If you never changed the default location for data when you installed PC VirtualBoss, it will be in the following directory:
C:\Program Files\VirtualBoss\Data
If you do not know where your data is, you can easily find out in PC VirtualBoss.
Go to the File menu and click on Open Database. The database that is currently opened will be highlighted and you can follow the highlighted path to locate your data.


If you want to fully uninstall Pocket VirtualBoss, click here for instructions.


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