Handspring Visor Prism Handheld User Guide

							Chapter 8 Page 191
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. 
						

							Page 192  Advanced HotSync® Operations
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. 
						

							Chapter 8 Page 193
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. 
						

							Page 194  Advanced HotSync® Operations
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. 
						

							Chapter 8 Page 195
Creating a user profile
If you need to configure several Palm OS® handhelds 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 
a 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 196  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 197
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.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.
Connection
Configure your handheld for use with a modem, 
such as the Springboard™ modem, with infrared 
communication, or a cradle.
Digitizer
Calibrate the screen on your handheld.
Formats
Set the country default and the formats for dates, 
times, calendar, and numbers.
General
Set the current date and time, the auto shut-off 
interval, the Beam Receive feature, and the system, 
alarm, and game sounds.
Network
Configure your handheld for use with a network.
Owner
Assign your name, phone number, and other owner 
information to your handheld.
ShortCuts
Define a list of Graffiti
® abbreviations. 
						

							Page 198  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 
						

							Chapter 9 Page 199
To change the Pen preferences:
1. Tap Pen.
2. Tap the pick list and select one of the following settings for the full-
screen pen stroke:
3. Tap OK.Brightness
Opens the brightness panel.
Keyboard
Opens the onscreen keyboard for entering text 
characters.
Graffiti Help
Opens a series of screens that show the 
complete Graffiti character set.
Turn Off & Lock
Turns off and locks the handheld. You must 
assign a password to lock the handheld. When 
locked, you need to enter the password to use 
your handheld.
Beam Data
Beams the current record to another Palm OS
® 
handheld.
Drag to top of screen 
						

							Page 200  Setting Preferences for Your Handheld
HotSync buttons preferences
The Buttons Preferences screen also enables you to associate different 
applications with the HotSync button on the cradle and the HotSync 
button on the optional Springboard modem. Any changes that you 
make in the HotSync Buttons dialog box become effective 
immediately; you do not have to change to a different screen or 
application.
To change the HotSync buttons preferences:
1. Tap HotSync. 
2. Tap the pick list next to the button you want to assign.
3. Tap the application that you want to assign to each button. 
The default setting for each button is the HotSync setting, 
which means the cradle and optional Springboard modem per-
form their normal HotSync functions.
4. Tap OK.
Connection preferences
The Connection Preferences screen allows you to create 
configurations for communicating with a PC or a Modem. 
Configurations, or profiles, once activated are available to various 
end-user applications running on the handheld. The Connection 
Preferences screen displays a list of available configurations that can 
be modified to reflect the required settings. This list will vary 
depending on the software you have added to your handheld.
Tap arrow 
to show 
pick list