Palm M130 Handheld Instructions Manual

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CHAPTER 6
Advanced HotSync
®
 Operations
HotSync® technology enables you to synchronize data between one or more 
Palm OS
® handhelds and Palm™ Desktop software or another PIM such as 
Microsoft Outlook. To synchronize data, you must connect your handheld and 
Palm Desktop software. You can synchronize your data either directly or indirectly. 
Direct methods include connecting your handheld to the cradle/cable attached to 
your computer, or using infrared communications. An indirect method is using a 
modem. 
This chapter describes how to select HotSync options and perform a HotSync 
operation via infrared communications or a modem. 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 on a Windows computer:
1.Click the HotSync Manager icon in the Windows system tray.
2.Choose Setup. 
						

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3.Click the General tab and select one of the following options:
TIPIf you’re not sure which option to use, keep the default setting: Always 
available.
4.If you are using an optional serial cradle/cable, click the Local tab to display the 
settings for the connection between your computer and the handheld cradle/
cable, and adjust the following options as needed. 
NOTEIf you are using the USB cradle/cable, you do not need to use the 
settings on the Local tab for a direct HotSync operation. 
Always availableAdds 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.
ManualMonitors requests only when you select HotSync Manager 
from the Start menu. 
						

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5.Click the Modem tab to display the modem settings and adjust the options as 
needed. See “Conducting a HotSync operation via a modem” later in this 
chapter for more information.
6.Click OK.
To set the HotSync options on a Mac computer:
1.Double-click the HotSync Manager icon in the Palm folder.
2.Click the HotSync Controls tab and select any of the following options.
Serial PortIdentifies the port that HotSync Manager uses to communicate 
with the cradle/cable. The Palm Desktop installation software 
automatically detects the port to which you connected the 
cradle/cable. If necessary, you can change the port selection.
NOTEYo u r
 handheld cannot share this port with an internal 
modem or other device. 
SpeedDetermines 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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3.If you are using the optional serial cradle/cable, click the Serial Port Settings tab 
and select any of the following options.
NOTEIf you are using the USB cradle/cable, you do not need to adjust the 
settings on the Serial Port Settings tab for a direct HotSync operation; they are 
automatically set when you perform the first HotSync operation.
HotSync 
Enabled/
DisabledActivates the serial port monitor and prepares your computer to 
synchronize with your handheld. By default, the serial port 
monitor is enabled whenever you start your computer. Keep this 
default if your cradle/cable is always connected to a specific port 
(USB, serial, or modem). If, however, you use the same port for 
other devices besides the cradle/cable, disable the serial port 
monitor and then enable it manually only when you connect the 
cradle/cable to perform a HotSync operation. 
Enable HotSync 
software at 
system startupActivates the serial port monitor automatically each time you start 
your computer. If this option is not checked, you must open 
HotSync Manager and select the Enabled option before you can 
perform a HotSync operation.
Show more detail 
in HotSync LogIncludes more troubleshooting information in the log that is 
generated when you perform a HotSync operation. 
						

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Check for a 
handheld 
connection usingSelect the method you use to synchronize your handheld and your 
desktop applications:
Local Setup. Synchronizes while your handheld and cradle/cable 
are connected to this computer.
Modem Setup. Synchronizes while your handheld communicates 
to this computer across a telephone line. 
Both Setups. Synchronizes using the cradle/cable, or through the 
modem; HotSync Manager monitors both connections for 
communication from a handheld.
NOTEChoosing Both Setups prevents you from using either port 
for other operations such as printing, faxing, or AppleTalk 
networking.
Local SetupEnables you to perform HotSync operations using the cradle/cable 
that is connected to your computer. If you are using the USB 
cradle/cable for a direct HotSync operation, you do not need to set 
these options; set them if you are using the optional serial cradle/
cable.
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.
Po r t . Identifies the port that Palm Desktop software uses to 
communicate with the cradle/cable. Select the port where you 
connected the cradle/cable. If you perform IR HotSync operations, 
select Infrared port.
Modem SetupEnables you to perform HotSync operations across a telephone 
line. To do this you must purchase an optional add-on modem 
accessory for your handheld, have a modem connected to your 
computer, and set the following options:
Modem. Identifies the type of modem connected to your 
computer. If your modem does not appear on the list, use the 
Hayes setting, or choose Custom to enter a command string. Refer 
to the manual that came with your modem to find the appropriate 
command string.
Po r t . Identifies the port that Palm Desktop software uses to 
communicate with the modem. Select the USB, modem, or printer 
port where you connected the modem cable. 
Modem Speaker. Activates the modem’s speaker. If you are having 
trouble connecting, turn on this option to make sure the modem 
connected to your computer is responding to incoming calls. 
						

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NOTEYou can set both Local and Modem settings and prepare your computer 
to synchronize using the cradle/cable or a modem. However, choosing both 
setups prevents you from using either port for other operations such as 
printing, faxing, or AppleTalk networking. 
4.Close the HotSync Software Setup window. 
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, Note Pad, and 
Memo Pad, 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 add-on applications on 
your handheld. 
To customize HotSync application settings on a Windows computer:
1.Click the HotSync icon  ™ in the Windows system tray (bottom-right corner 
of the taskbar).
TIPYou 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. 
						

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4.Select an application in the Conduit list.
5.Click Change.
6.Click the direction in which you want to write data, or click Do Nothing to skip 
data transfer for an application.
NOTEChanging 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.
To customize HotSync application settings on a Mac computer:
1.Double-click the Palm Desktop icon in the Palm folder.
2.From the HotSync menu, choose Conduit Settings.
3.From the User pop-up menu, select the appropriate user name.
4.Select an application in the Conduit list. 
						

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5.Click Conduit Settings.
6.Click the direction in which you want to write data, or click Do Nothing to skip 
data transfer for an application.
NOTEChanging 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 for HotSync 
operations.
7.Click OK.
8.Repeat steps 4 through 7 to change conduit settings for other applications.
9.Close the Conduit Settings window.
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 not only can you beam data to 
another Palm OS handheld that’s equipped with an IR port, but you can also beam 
data to a mobile phone and any other device that supports the IrCOMM 
implementation of the IrDA standards. 
Most importantly, you can use the IR port to perform HotSync operations; you 
don’t need your cradle/cable. This is especially useful if you travel with an 
infrared-enabled laptop. You simply enable infrared communication on your 
laptop and handheld and follow the steps in “Performing an IR HotSync 
operation” later in this section.
Preparing your computer for infrared communication
Before you can perform a HotSync operation using the IR port, the computer with 
which you want to synchronize must fulfill these requirements:
nYour computer must support the IrCOMM implementation of the IrDA 
standards.
nYour computer must have an enabled infrared port that’s built into the 
computer, or an enabled infrared device attached to the computer.  
						

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nSome desktop computers may require an infrared device attached to a physical 
COM port. Laptops are likely to have a built-in IR port, so no external device is 
necessary. 
nYour computer must have an installed infrared driver.
If you have an external infrared device attached to your computer, a driver is 
probably included with the device. Consult the documentation included with 
the device for information on installing the required driver.
Check your computer ’s documentation to learn if the computer supports infrared 
communication. 
Configuring HotSync Manager for infrared communication
Next, you need to configure HotSync Manager for infrared communication.
To configure HotSync Manager for infrared communication on a Windows computer:
1.Click the HotSync Manager icon   in the Windows system tray, and make sure 
Infrared is checked. If you do not have an Infrared option on the HotSync 
Manager menu, complete the following steps.
2.Make sure Local Serial is checked on the menu.
3.Choose Setup.
4.Click the Local tab.
5.In the Serial Port drop-down box, select the simulated port that your computer 
uses for infrared communication.
NOTESee the documentation for your operating system for instructions on 
finding the simulated port. This information is usually located in the Control 
Panel.
6.Click OK. 
						

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NOTEIf your cradle/cable is connected to a USB port, you can continue using 
it while HotSync Manager is configured for infrared communication. If your 
cradle/cable is connected to a serial port, you cannot use your cradle/cable 
again until you reconfigure the HotSync Manager to communicate with the 
port defined for cradle/cable synchronization.
To configure HotSync Manager for infrared communication on a Mac computer:
1.Double-click the HotSync Manager icon in the Palm folder.
2.In the HotSync Controls tab, select Enabled.
3.Click the Serial Port Settings tab.
4.Under Check for handheld connection using, select Local Setup.
5.Under Local Setup, select Infrared Port from the Port pop-up menu.
6.Close the HotSync Software Setup window. 
Performing an IR HotSync operation
After you complete the steps to prepare for performing an IR HotSync operation, 
it is easy to perform the actual operation. 
To perform an IR HotSync operation:
1.In the Applications Launcher, tap the HotSync icon.
2.Ta p  L o c a l .
3.Tap the pick list below the HotSync icon and select IR to a 
PC/Handheld.