Handspring Visor Pro Handheld User Guide

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Tips on beaming information
nYou can press the Address 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
Advanced HotSync® Operations
HotSync® technology enables you to synchronize data between one or 
more Palm OS® devices and Palm™ Desktop software. To synchronize 
data, you must connect your Visor™ handheld computer and Palm 
Desktop software either directly, by placing your handheld in the 
cradle attached to your computer or using infrared communication, or 
indirectly, with a modem.
This chapter describes how to select HotSync options and perform a 
HotSync operation via the infrared port, a modem, or a network. See 
“Exchanging and updating data: HotSync operations” 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. Open Palm Desktop software.
2. From the HotSync menu, choose Setup.
3. Click the HotSync Controls tab and adjust the following options: 
						

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Tip:
If you’re not sure which options to use, keep the default 
settings: Enabled and Enable HotSync software at system 
startup.
4. Click the Serial Port Settings tab to display the settings for the 
connection between your computer and the handheld cradle, and 
adjust the following options as needed.Enabled
Prepares your computer to synchronize with 
your handheld. Serial Port Monitor controls 
the serial port you specified, prevents you 
from using the port for other operations, 
such as printing, faxing or AppleTalk 
networking. 
Disabled
Turns off the Serial Port Monitor and makes 
the serial port available for use by other 
applications.
Enable HotSync 
software at 
system startupStarts Serial Port Monitor automatically 
when you start your computer. You must 
restart your computer before this option 
takes affect.
If this option is not checked, you must 
enable Serial Port Monitor manually in this 
dialog box.
Show more detail 
in HotSync LogProvides troubleshooting information in the 
log when you perform a HotSync operation. 
If you are having trouble synchronizing 
your handheld with your computer, choose 
this option. 
						

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5. Close the HotSync Software Setup dialog box.Check for a 
connection 
usingDetermines the method used to synchronize your 
handheld and your desktop applications:
nLocal Setup. Synchronizes while your handheld is 
in the cradle connected to your computer. 
Indicate which serial port the cradle is 
connected to and the speed of the data transfer 
in the Local Setup options in this dialog box.
nModem Setup. Synchronizes while the handheld 
communicates to your computer across a 
telephone line. Indicate which modem this 
computer uses and which serial port the modem 
is connected to in the Modem Setup options in 
this dialog box. 
nBoth Setups. Synchronizes using the cradle or the 
modem. Indicate the connection details in both 
Local Setup and Modem Setup options in this 
dialog box.
Note:
Choosing Both Setups prevents you from 
using either port for other operations such 
as printing, faxing, or AppleTalk 
networking.
Local 
SetupSpecifies how the cradle connects to your computer:
nSpeed. Determines the speed at which data 
transfers 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.
nPort. Identifies the modem or printer port where 
you connected the handheld cradle. To connect 
using a USB cradle, select Handspring USB port.
Modem 
SetupSpecifies how your handheld communicates with 
your computer modem. See “Conducting a HotSync 
operation via modem” later in this chapter for more 
information. 
						

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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, To Do List, and 
Memo Pad, and 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. Open Palm Desktop software.
2. From the HotSync menu, choose Conduit Settings.
3. From the User pop-up menu, select your user name.
4. Select an application in the Conduit list.
5. Click Conduit Settings. 
						

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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, click Make Default. 
Thereafter, whatever you selected as the default setting is 
used when you perform a HotSync operation.
7. Click OK.
8. Repeat steps 4 through 7 to change conduit settings for other 
applications.
9. Close the Conduit Settings dialog box.
IR HotSync operations
Your handheld is equipped with an infrared (IR) port that supports 
the IrCOMM implementation of the standards for infrared 
communication established by the Infrared Data Association (IrDA). 
This means that you can beam data to any other device that supports 
the IrCOMM implementation of the IrDA standards. Most 
importantly, you can use the IR port to perform HotSync operations. 
When you use the IR port on your handheld to perform HotSync 
operations, you don’t need your cradle. You simply enable infrared 
communication on your computer and your handheld and then 
perform an IR HotSync operation. So there’s no need to carry your 
cradle when you’re on the road with an infrared-enabled laptop. 
Preparing your computer for infrared communication
To perform an IR HotSync operation, the computer you want to 
synchronize with must have an enabled infrared port or be connected 
to an infrared device that supports the IrCOMM implementation of 
the IrDA standards. 
						

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Desktop computers are likely to require an infrared device attached to 
a physical COM port. Laptops are likely to have a built-in IR port. 
Your computer must also have an installed infrared driver. 
Does your computer support infrared communication?
Check the documentation that came with your computer to see if it 
supports infrared communication. 
Configuring HotSync Manager for 
infrared communication
Next you need to go to the HotSync Manager and configure it for 
infrared communication. 
To configure HotSync Manager for infrared communication:
1. Open Palm Desktop software.
2. From the HotSync menu, choose Setup.
3. In the HotSync Controls tab, select Enabled.
4. Click the Serial Port Settings tab.
5. Under Check for handheld connection using, select Local Setup.
6. Under Local Setup, select Infrared Port from the Port pop-up 
menu.
7. Close the HotSync Software Setup dialog box. 
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.
Select 
Infrared 
Port 
						

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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.
5. Positi on  you r hand held ’s IR port with in a couple 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:
1. If needed, connect the cradle to your computer.
2. Open Palm Desktop software.
3. From the HotSync menu, choose Setup.
4. In the HotSync Controls tab, select Enabled.
5. Click the Serial Port Settings tab.
6. Under Check for handheld connection using, select Local Setup.
7. Under Local Setup, select the port where your cradle is connected 
from the Port pop-up menu.
8. Close the HotSync Software Setup dialog box.  
						

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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. 
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 port conflicts.
2. Open Palm Desktop software.
3. From the HotSync menu, choose
 Setup.
4. On the HotSync Controls tab, make sure that HotSync is Enabled.
5. Click the Serial Port Settings tab.