Handspring Visor Handheld User Guide

							Chapter 8 Page 183
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. 
						

							Page 184  Advanced HotSync® Operations
To prepare your handheld 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.
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. Each comma equals a two second 
pause.
6. 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. 
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 9 for more 
information.  
						

							Chapter 8 Page 185
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 accessory. 
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. 
						

							Page 186  Advanced HotSync® Operations
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 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).
Note:Network HotSync is not available for the Macintosh version of 
Palm Desktop software.
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. 
						

							Chapter 8 Page 187
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. 
						

							Page 188  Advanced HotSync® Operations
To prepare your handheld 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 the Network HotSync feature, see the 
web site http://www.handspring.com. See “Network 
preferences and TCP/IP software” in Chapter 9 for 
information on configuring Network HotSync preferences.
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. 
Note:File Link is not available for the Macintosh version of Palm 
Desktop software.
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. 
						

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Creating a user profile
If you use the File Link feature to configure several Handspring, Inc. 
handheld computers 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 handheld 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 handheld. 
To create a user profile:
1. Open Palm Desktop software.
2. From the Tools menu, choose Users.
3. Click Profiles. 
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.). 
						

							Page 190  Advanced HotSync® Operations
To use a profile for the first-time HotSync operation:
1. Place the new handheld in the cradle.
2. Press the HotSync button on the cradle.
3. Click Profiles.
4. Select the profile that you want to load on the handheld, and click 
OK.
5. Click Yes to transfer all the profile data to the handheld.
The next time you perform a HotSync operation, Palm Desktop 
software prompts you to assign a user name to the handheld. 
						

							Chapter 9 Page 191
Chapter 9
Setting Preferences for
Your Handheld
The Preferences screens enable you to customize the configuration 
options on your Visor handheld.
In the Preferences screens, you can do the following:
Viewing preferences
To open the Preferences screens:
1. Tap the Applications icon  . 
2. Tap the Preferences icon  . 
3. Tap the pick list in the upper-right corner of the screen.
4. Select the Preferences screen you want to view.General
Set the current date and time, the auto shut-off 
interval, the Beam Receive feature, and the 
system, alarm, and game sounds.
Formats
Set the country default and the formats for dates, 
times, calendar, and numbers.
Modem
Configure your handheld for use with a modem 
such as the Springboard™ modem accessory.
Owner
Assign your name, phone number, and other 
owner information to your handheld.
Buttons
Assign different applications to the buttons on 
the front panel of your handheld and the 
HotSync
® button on the cradle, and reassign the 
full-screen pen stroke command.
ShortCuts
Define a list of Graffiti
® abbreviations.
Digitizer
Calibrate the screen on your handheld.
Network
Configure your handheld for use with a network. 
						

							Page 192  Setting Preferences for Your Handheld
Buttons preferences
The Buttons Preferences screen enables you to associate different 
applications with the buttons on the front of the handheld. 
For example, if you find that you seldom use To Do List and often use 
Expense, you can assign the To Do List button to start Expense.
Any changes you make in the Buttons Preferences screen become 
effective immediately; you do not have to change to a different screen 
or application.
If you assign a different application to a button, you can still access the 
original application using the Applications Launcher. 
To change the Buttons preferences:
1. Tap the pick list next to the button you want to re-assign.
2. Tap the application that you want to assign to the button.
Tip:To restore all of the buttons to their factory settings, tap 
Default.
Pen preferences
The Buttons Preferences screen enables you to change the assignment 
of the full-screen pen stroke. By default, the full-screen pen stroke 
activates Graffiti Help.
Tap arrow to 
show pick list