3Com Palmone V Organiser Instructions Manual

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6. Click the direction in which you want to write data, or click Do 
Nothing to skip data transfer for an application.
Note:Changing the HotSync setting from the default affects 
only the next HotSync operation. Thereafter, the HotSync 
Actions revert to their default settings. To use a new 
setting on an ongoing basis, select the Set As Default box. 
Thereafter, whatever you selected as the default setting is 
used when you click the Default button in the Custom 
dialog.
7. Repeat steps 4 through 6 to change conduit settings for other 
applications.
8. Click OK.
9. Click Done to activate your settings. 
						

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Conducting a HotSync operation via modem
You can use a modem to synchronize your organizer when you are 
away from your computer.
Note:The first HotSync operation must be local, using the cradle. 
After that, you can perform a modem HotSync operation.
To perform a HotSync operation via modem you need the following:
nA Palm V™ Modem connected to your computer. 
nPalm Desktop software configured for use with the Palm V 
Modem. 
Preparing your computer
There are a few steps you must perform to prepare your computer for 
a modem HotSync operation. Be sure to perform these steps before 
you leave your office so that your computer is ready to receive a call 
from your organizer. 
To prepare your computer for a modem HotSync operation:
1. Confirm that the computer modem is connected and turned on, 
and that no communications applications, such as fax or telephony 
software, are running on a COM port.
Note:Make sure the computer is disconnected from all 
online services, such as America Online (AOL) and 
CompuServe. This helps to avoid conflicts with the 
COM port.
2. Start HotSync Manager if it is not already running, and from the 
HotSync Manager menu, choose
 Modem.
3. Adjust the following options as needed.  
						

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4. Click OK.
Preparing your organizer
There are a few steps you must perform to prepare your organizer for 
a modem HotSync operation. 
To prepare your organizer for a modem HotSync operation:
1. Tap the Applications icon  . 
2. Tap the HotSync icon  . 
3. Tap the Enter Phone # field.
Note:If you plan to connect to your company’s dial-in server 
(network modem) instead of connecting to a computer 
modem, see “Conducting a HotSync operation via a 
network” later in this chapter.
4. Enter the telephone number to access the modem connected to 
your computer.Serial Port
Identifies the port for the modem. If you are 
unsure of the port assignment, look at the 
Modem Properties in the Windows Control 
Panel.
Speed
Determines the speed at which data is 
transferred. Try the As Fast As Possible rate 
first, and adjust downward if you experience 
problems. This setting allows Palm Desktop 
software and your organizer to find and use 
the fastest speed.
Modem
Identifies the modem type or manufacturer. 
Refer to your modem manual or face plate for 
its type or settings. If you’re not sure of your 
modem type or your modem doesn’t match 
any that appear in the list, select Hayes Basic.
Setup String
Identifies the setup string for your particular 
modem. Not all modems require a setup 
string. Refer to your modem manual and enter 
the setup string if recommended by the 
manufacturer. 
						

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5. If needed, enter a dial prefix (such as “9”) to access an outside line, 
and then tap the Dial Prefix check box.
Tip:You can enter a comma in the field to introduce a “pause” 
in the dialing sequence. 
6. If the phone line you’re using for the organizer has Call Waiting, 
select the Disable call waiting check box to avoid an interruption 
during the modem HotSync operation. 
7. If you want to use a calling card to place the call, select the check 
box and enter the calling card number. 
8. Tap OK.
9. Tap the Menu icon  . 
10. Tap Options, and then tap Modem Setup.
11. Enter the settings. See “Modem preferences” in Chapter 7 for more 
information. 
Selecting the conduits for a modem HotSync operation
The Conduit Setup dialog box on your organizer enables you to define 
which files and/or applications synchronize during a modem 
HotSync operation. You can use these settings to minimize the time 
required to synchronize data with a modem. 
To change the Conduit Setup for a modem HotSync operation:
1. Tap the Applications icon  . 
2. Tap the HotSync icon  . 
3. Tap the Menu icon  . 
4. Tap Options, and then tap Conduit Setup.
5. Tap the check boxes to deselect the files and applications that you  
						

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do not want to synchronize during a modem HotSync operation. 
The default setting is to synchronize all files. 
Note:Applications that do not have a database (such as games) 
do not synchronize — even if you select the item in the 
Conduit Setup dialog box. 
6. Tap OK.
Performing a HotSync operation via a modem
After you prepare your computer and your organizer, and select your 
Conduit Setup options, you are ready to perform a modem HotSync 
operation.
To perform a modem HotSync operation:
1. Tap the Applications icon  . 
2. Tap the HotSync icon  . 
3. Tap the Modem icon   to dial the Palm Desktop modem and 
synchronize the applications.
4. Wait for the HotSync operation to complete. If you have any 
problems conducting a successful HotSync operation, see 
Appendix B. 
						

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Conducting a HotSync operation 
via a network
When you use the Network HotSync software, you can take 
advantage of the LAN and WAN connectivity available in many office 
environments. The Network HotSync software enables you to 
perform a HotSync operation by dialing in to a network or by using a 
cradle that is connected to any computer on your LAN or WAN 
(provided that the computer connected to the cradle also has the 
Network HotSync software installed, your computer is on, and the 
HotSync Manager is running).
Connecting to your company’s dial-in server
The Network HotSync software requires the following:
nYour computer has TCP/IP support installed.
nBoth your company’s network system and its remote access server 
support TCP/IP. (Your system administrator has this 
information.)
nYou have a remote access account. (If you don’t have an account, 
consult your system administrator.)
Everything you need to connect to your company’s dial-in server 
(network modem) is included with Palm Desktop software and 
organizer software. You need to activate the feature, however, on both 
Palm Desktop software and your organizer.
To prepare your computer for a network HotSync operation:
1. Click the HotSync Manager icon   in the Windows system tray.
Tip:The Windows system tray is usually in the lower-right 
corner on your computer display. The location may vary 
depending on the location of the taskbar and the version 
of Windows you are using. 
						

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2. From the HotSync Manager menu, choose Network.
3. From the HotSync Manager menu, choose Setup.
4. Click the Network tab and make sure your user name has a check 
mark next to it. If the check mark is not there, click the check box 
next to your user name.
5. Click OK.
6. Place your organizer in the cradle and perform a HotSync 
operation.
The HotSync operation records network information about 
your computer on your organizer. With this information, your 
organizer can locate your computer when you peform a 
HotSync operation over the network.
To prepare your organizer for a network HotSync operation:
1. Tap the Applications icon  . 
2. Tap the HotSync icon  . 
3. Tap the Menu icon  . 
4. Tap Options, then tap Modem Sync Prefs. 
						

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5. Tap Network.
6. Tap OK.
Note:For more information on the Network HotSync feature, see the 
web site http://www.palm.com. See “Network preferences 
and TCP/IP software” in Chapter 7 for information on 
configuring Network HotSync preferences.
Using File Link
The File Link feature enables you to synchronize Address Book and 
Memo Pad information on your organizer with a separate external file 
such as a company phone list. HotSync Manager stores the data in a 
separate category on your Palm Desktop software and your organizer. 
You can configure the File Link feature to check for changes to the 
external file when you perform a HotSync operation. 
With File Link, you can synchronize with data stored in any of the 
following formats:
nComma-separated (*.csv)
nMemo Pad archive (*.mpa)
nAddress Book archive (*.aba)
nText (*.txt)
For information on how to set up a file link, see the Palm Desktop 
online Help.
Creating a user profile
If you use the File Link feature to configure several Palm Computing® 
connected organizers with specific information (such as a company 
phone list) before distributing them to their actual users, you can 
create a user profile to load the data into an organizer without 
associating that data with a user name. The User Profile feature is 
designed only for the first-time HotSync operation, before you assign 
a User ID to a particular organizer. 
To create a user profile:
1. Open Palm Desktop software.
2. From the Tools menu, choose Users.
3. Click Profiles. 
4. Click New. 
						

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5. Enter a name for the profile, and click OK. 
6. Repeat steps 3 and 4 for each profile that you want to create, and 
then click OK to return to Palm Desktop software. 
7. Select the profile from the User list and create the data for the 
profile (e.g., company phone list, etc.).
To use a profile for the first-time HotSync operation:
1. Place the new organizer in the cradle.
2. Press the HotSync button   on the cradle.
3. Click Profiles. 
						

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4. Select the profile that you want to load on the organizer, and click 
OK.
5. Click Yes to transfer all the profile data to the organizer.
The next time you perform a HotSync operation, Palm Desktop 
software prompts you to assign a user name to the organizer.