Handspring Visor Edge Handheld User Guide

							Chapter 8 Page 193
2. Make sure Local Serial is checked on the menu.
3. Choose Setup.
4. Click the Local tab.
5. In the Serial Port list, select the simulated port used for infrared 
communication. See the previous section, “To check the ports used 
for infrared communication with Windows 98 and ME:” for 
instructions on identifying the simulated port.
6. Click OK.
The HotSync Manager is now communicating with the simulated port 
defined for infrared communication.
Note:
You cannot use your cradle again until you reconfigure the 
HotSync Manager to communicate with the port defined for 
cradle synchronization.
Performing an IR HotSync operation
After you complete the steps to prepare for an IR HotSync operation 
it is easy to perform the actual operation.
To perform an IR HotSync operation:
1. Tap the Applications icon  . 
2. Tap the HotSync icon  . 
3. Tap Local.
4. Tap the pick list below the HotSync icon and select IR to a PC/
Handheld. 
						

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5. P osition  your h an dheld ’s IR port with in a coupl e of in ches of your 
computer’s infrared port.
6. Tap the HotSync icon to start the IR HotSync operation.
Returning to cradle HotSync operations
It’s easy to return to using the cradle for HotSync operations.
To return to cradle HotSync operations with Windows 98 and ME:
1. If needed, connect the cradle to your computer.
2. Click the HotSync Manager icon   in the Windows system tray.
3. Choose Setup, and then click Local.
4. In the Serial Port list, select the COM port where your cradle is 
connected.
5. Click OK.
The next time you want to perform a HotSync operation just press the 
HotSync button on the cradle. You can leave the HotSync application 
on your handheld set to perform IR HotSync operations and still use 
the cradle. This is useful if you perform HotSync operations with both 
your desktop computer and a laptop. When you are in the office just 
place your handheld in the cradle and press the HotSync button. 
When you travel, you don’t have to carry a cradle or cable.  
						

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Conducting a HotSync operation via modem
You can use a modem, such as the Springboard™ modem, to 
synchronize your handheld 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 must complete the 
following steps:
nConnect a modem to your computer
nConfigure the Palm Desktop software for use with your modem
nConnect a modem to your handheld
nConfigure the Modem Preferences on your handheld for use with 
your 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 handheld. 
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 handheld
There are a few steps you must perform to prepare your handheld for 
a modem HotSync operation. 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 handheld 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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To prepare your handheld for a modem HotSync operation:
1. Tap the Applications icon  . 
2. Tap the HotSync icon  . 
3. Tap Modem.
4. Tap the pick list below the HotSync icon and select Standard 
Modem.
5. 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.
6. Enter the telephone number to access the modem connected to 
your computer.
7. 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. Each comma equals a two second 
pause. 
						

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8. If the phone line you’re using for the handheld has Call Waiting, 
select the Disable call waiting check box to avoid an interruption 
during the modem HotSync operation. 
9. If you want to use a calling card to place the call, select the check 
box and enter the calling card number. 
10. Tap OK.
11. Tap the Menu icon  . 
12. Tap Options, and then tap Modem Setup.
13. Enter the settings. See “Network preferences and TCP/IP 
software” in Chapter 9 for more information. 
Selecting the conduits for a modem HotSync operation
The Conduit Setup dialog box on your handheld 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 Springboard 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 
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. 
						

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Performing a HotSync operation via a modem
After you prepare your computer and your handheld, 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 finish. If you have any problems 
conducting a successful HotSync operation, see Appendix B.
Conducting a HotSync operation 
via a network
When you use the Network HotSync software, you can take 
advantage of the Local Area Network (LAN) and Wide Area Network 
(WAN) connectivity available in many office environments. The 
Network HotSync software enables you to perform a HotSync 
operation by using the WAN to dial-in to a network or by using a 
cradle that is connected to any computer on your LAN (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 
handheld software. You need to activate the feature, however, on both 
Palm Desktop software and your handheld. 
						

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To prepare your computer for a network HotSync operation:
1. Click the HotSync Manager icon   in the Windows system tray 
(bottom-right corner of the taskbar).
2. From the HotSync Manager menu, choose Network.
Note:
To perform a Network HotSync from another computer 
on your network, you must select Network from the 
HotSync Manager menu on both your primary computer 
and the computer you want to use.
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 handheld in the cradle and press the HotSync button.
The HotSync operation records network information about 
your computer on your handheld. With this information, your 
handheld can locate your computer when you perform a 
HotSync operation over the network. 
						

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To prepare your handheld for a dial-in network HotSync operation:
Note: 
If you are performing a network HotSync operation via a 
LAN, you do not need to prepare your handheld and can skip 
to the “Performing a network HotSync operation via a LAN” 
section. 
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:
See “Network preferences and TCP/IP software” in Chapter 9 
for information on configuring Network HotSync preferences.
Performing a dial-in network HotSync operation
You are ready to perform a dial-in network HotSync operation after 
you prepare your computer and handheld, and select your Conduit 
Setup options. 
To perform a dial-in network HotSync operation:
1.  Tap the Applications icon  . 
2. Tap the HotSync icon  . 
3. Tap the modem HotSync icon to begin the operation. 
						

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Performing a network HotSync operation via a LAN
You are ready to perform a network HotSync from another computer 
on your network after you select Network from the HotSync Manager 
menu on both your primary computer and the computer you want to 
use for the network HotSync operation.
To perform a network HotSync operation via a LAN:
1. Place your handheld in a cradle that is connected to a computer on 
the LAN.
2. Press the HotSync button on the cradle.
HotSync Manager finds your primary computer on the LAN and 
synchronizes with the data on your primary computer.
Using File Link
The File Link feature enables you to import Address Book and Memo 
Pad information onto your handheld 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 handheld. 
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.