3Com Palmone VII Organiser Instructions Manual

							Chapter 7 Page 193
6. Select 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. Click OK.
8. Repeat steps 4 through 7 to change conduit settings for other 
applications.
9. Click Done to activate your settings. 
						

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HotSync operations via a 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 a modem, you need the 
following:
nA modem connected to your computer
nPalm Desktop software configured for use with the modem
nA modem, for example, a Palm Modem accessory, connected to 
your organizer
nModem Preferences configured for use with a modem
Preparing your computer
You must perform a few steps to prepare your computer for a modem 
HotSync operation. 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:To avoid conflicts with the COM port, make sure the 
computer is disconnected from all online services, such as 
America Online (AOL) and CompuServe.
2. Start HotSync Manager if it is not already running, and from the 
HotSync Manager menu, choose
 Modem. 
						

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3. Adjust the following options as needed. 
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 soft-
ware 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 mo-
dem. Not all modems require a setup string. Refer to your mo-
dem manual and enter the setup string if recommended by the 
manufacturer.
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. 
						

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Note:If you plan to connect to your company’s dial-in server 
(network modem) instead of connecting to a computer 
modem, see “HotSync operations via a network” later in 
this chapter.
4. Enter the telephone number to access the modem connected to 
your computer.
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 8 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.  
						

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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 
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. 
See “HotSync problems” in Appendix B if you have any problems 
conducting a successful HotSync operation. 
						

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HotSync operations via a network
When you establish a HotSync network connection, you can take 
advantage of the LAN and WAN connectivity available in many office 
environments. The HotSync network connection 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 
HotSync network connection enabled, your computer is on, and the 
HotSync Manager is running).
Connecting to your company’s dial-in server
The HotSync network connection 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 your 
organizer. 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.
2. Be sure Network is selected in the HotSync Manager menu. 
						

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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 perform 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.
5. Tap Network.
6. Tap OK.
Note:For more information on using a HotSync network 
connection, see the web site http://www.palm.com. See 
“Network preferences and TCP/IP software” in Chapter 8 for 
information on configuring preferences for a HotSync 
network connection. 
						

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Using File Link
The File Link feature enables you to import Address Book and Memo 
Pad information onto your organizer from 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 import data stored in any of the following 
formats:
nComma delimited (.csv)
nTab delimited (.tsv)
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.  
						

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4. Click New.
5. Enter a unique 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.