Handspring Visor Handheld User Guide

							Chapter 7 Page 173
Beaming information
Your Visor handheld is equipped with an IR (infrared) port that you 
can use to beam information to another Palm Computing platform 
device that’s close by and also has an IR port. The IR port is located on 
the side of the handheld, behind the small dark shield. 
You can beam the following information between Palm Computing 
platform devices:
nThe record currently displayed in Date Book, Address Book, To 
Do List, or Memo Pad
Note:You cannot beam records from Date Book Plus.
nAll records of the category currently displayed in Address Book, 
To Do List, or Memo Pad
nA special Address Book record that you designate as your 
personal business card, containing information you want to 
exchange with business contacts
nAn application installed in RAM memory
To select a business card:
1. Create an Address Book record that contains the information you 
want on your personal business card.
2. Tap the Menu icon  .
3. Tap Record, and then tap Select Business Card.
4. Tap Yes.
To beam a record, business card, or category of records:
1. Locate the record, business card, or category you want to beam.
2. Tap the Menu icon  .
3. Tap Record, and then tap one of the following:
The Beam command for an individual record
In Address Book only: Beam Business Card
Beam Category
4. When the Beam Status dialog box appears, point the IR port 
directly at the IR port of the receiving handheld.
Tip:For best results, Visor handhelds should be between 10 
centimeters (approximately 4 inches) and 1 meter 
(approximately 39 inches) apart, and the path between  
						

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the two devices must be clear of obstacles. Beaming distance to 
other Palm Computing platform devices may be different.
5. Wait for the Beam Status dialog box to indicate that the transfer is 
complete before you continue working on your handheld.
To beam an application:
1. Open the Applications Launcher.
2. Tap the Menu icon  .
3. Tap App, and then tap Beam.
4. Tap the application you want to transfer.
Note:Some applications are copy-protected and cannot be 
beamed. These are listed with a lock icon next to them.
5. Tap Beam.
6. When the Beam Status dialog box appears, point the IR port 
directly at the IR port of the receiving handheld.
7. Wait for the Beam Status dialog box to indicate that the transfer is 
complete before you continue working on your handheld.
To receive beamed information:
1. Turn on your handheld.
2. Point the IR port directly at the IR port of the transmitting 
handheld to open the Beam Status dialog box.
3. Tap Yes.
4. Wait for the Beam Status dialog box to indicate that the transfer is 
complete, and then tap OK to display the new entry.
Incoming records are placed in the Unfiled category.  
						

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Tips on beaming information
nYou can press the Address Book application button   for about 
two seconds to beam your business card.
nYou can set the full-screen pen stroke to beam the current entry.
See “Pen preferences” in Chapter 9 for more information. 
nYou can use the Graffiti Command stroke /B to beam the current 
entry.  
						

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							Chapter 8 Page 177
Chapter 8
Advanced HotSync® Operations
HotSync® technology enables you to synchronize data between one or 
more Palm Computing® platform devices and Palm™ Desktop 
software or another PIM such as Microsoft Outlook. To synchronize 
data, you must connect your Visor handheld and Palm Desktop 
software either directly, by placing your handheld in the cradle 
attached to your computer, or indirectly, with a modem or network.
This chapter describes how to select HotSync options and perform a 
HotSync operation via a modem or network. See “Other ways to 
delete records” in Chapter 5 for information about performing your 
first and subsequent local HotSync operations.
Selecting HotSync setup options
You can choose when you want HotSync Manager to run. If necessary, 
you can adjust the local and modem HotSync settings as well.
To set the HotSync options:
1. Click the HotSync Manager icon Ô
 in the Windows system tray.
2. Choose Setup.
3. Click the General tab and select one of the following options: 
						

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Tip:If you’re not sure which option to use, keep the default 
setting: Always available.
4. Click the Local tab to display the settings for the connection 
between your computer and the handheld cradle, and adjust the 
following options as needed.Always available
Adds HotSync Manager to the Startup folder 
and constantly monitors the communication 
port for synchronization requests from your 
handheld. With this option, the HotSync 
Manager synchronizes data even when Palm 
Desktop software is not running.
Available only 
when Palm 
Desktop software 
is runningStarts HotSync Manager and monitors 
requests automatically when you open Palm 
Desktop software.
Manual
Monitors requests only when you select 
HotSync Manager from the Start menu. 
						

							Chapter 8 Page 179
5. Click the Modem tab to display the modem settings and adjust the 
options as needed. See “Conducting a HotSync operation via 
modem” later in this chapter for more information.
6. If you are attached to a network, click the Network tab to display 
the network settings and adjust the options as needed. See 
“Conducting a HotSync operation via a network” later in this 
chapter for more information.
7. Click OK.Serial Port
Identifies the port that Palm Desktop software 
uses to communicate with the optional serial 
cradle. This selection should match the 
number of the port to which you connected the 
optional cradle.
Note:Your handheld cannot share this port 
with an internal modem or other 
device. 
Speed
Determines the speed at which data is 
transferred between your handheld and Palm 
Desktop software. 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. 
						

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Customizing HotSync application settings
For each application, you can define a set of options that determines 
how records are handled during synchronization. These options are 
called a “conduit.” By default, a HotSync operation synchronizes all 
files between the handheld and Palm Desktop software. 
In general, you should leave the settings to synchronize all files. The 
only reason you might want to change these settings is to overwrite 
data on either your handheld or Palm Desktop software, or to avoid 
synchronizing a particular type of file because you don’t use it.
In addition to the conduits for Date Book, Address Book, To Do List, 
Memo Pad, and Expense, Palm Desktop software includes System and 
Install conduits. The System conduit backs up the system information 
stored on your handheld, including Graffiti
® ShortCuts. The Install 
conduit installs applications on your handheld. 
To customize HotSync application settings:
1. Click the HotSync Manager icon   in the Windows system tray 
(bottom-right corner of the taskbar).
Tip:You can also click the HotSync command on the Palm 
Desktop software menu bar.
2. From the HotSync Manager menu, choose Custom.
3. Select the appropriate user name from the list.
4. Select an application in the Conduit list.
5. Click Change. 
						

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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. 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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Conducting a HotSync operation via modem
You can use a modem, such as the Springboard™ modem accessory, 
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.