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Palm M130 Handheld Instructions Manual

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    							IR HotSync operations
    133
    4.Position the IR port of your handheld within a couple of inches of the infrared 
    port of your computer.
    5.Tap the HotSync icon to start the IR HotSync operation.
    Returning to cradle/cable HotSync operations
    It’s easy to return to using the cradle/cable for HotSync operations.
    NOTEIf your cradle/cable is connected to a USB port, you can continue using it while 
    HotSync Manager is configured for infrared communication. Use the following 
    instructions to return to local USB cradle/cable HotSync operations only when 
    needed, such as when you have disconnected the cradle/cable from the USB port.
    To return to local USB cradle/cable HotSync operations on a Windows computer:
    1.If needed, connect the cradle/cable to the USB port of your computer you use 
    for HotSync operations.
    2.Click the HotSync Manager icon   in the Windows system tray, and select 
    Local USB if it is not already checked. 
    To return to local serial cradle/cable HotSync operations on a Windows computer:
    1.If needed, connect the cradle/cable to the port of your computer you use for 
    HotSync operations.
    2.Click the HotSync Manager icon   in the Windows system tray.
    3.Choose Setup, and then click Local.
    4.Select the COM port where your cradle/cable is connected.
    5.Click OK.
    To return to local serial cradle/cable HotSync operations on a Mac computer:
    1.If needed, connect the cradle/cable to a serial port on your computer.
    2.Double-click the HotSync Manager icon in the Palm folder.
    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.
    Tap here 
    to start IR 
    HotSync 
    operation 
    						
    							Chapter 6 Advanced HotSync® Operations
    134
    6.Under Local Setup, select the port where your cradle/cable is connected from 
    the Port pop-up menu.
    7.Close the HotSync Software Setup window. 
    Now, the next time you want to perform a HotSync operation, just press the 
    HotSync button on the cradle/cable.
    Conducting a HotSync operation via a modem
    You can use a modem to synchronize your handheld when you are away from your 
    computer.
    NOTEThe first HotSync operation must be local, using the cradle/cable. After that, 
    you can perform a modem HotSync operation.
    To perform a HotSync operation via a modem you need the following:
    nA modem connected to your computer.
    nPalm Desktop software configured for use with the modem. 
    nA modem connected to your handheld. 
    nA configuration for the kind of modem connection you want to make. See 
    “Connection preferences” in Chapter 7 for more information.
    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 Windows 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.
    NOTEMake sure the computer is disconnected from all online services, such 
    as America Online (AOL). 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. 
    						
    							Conducting a HotSync operation via a modem
    135
    3.Adjust the following options as needed. 
    4.Click OK.
    To prepare a Mac 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, or AppleTalk 
    networking are running on that serial port.
    NOTEMake sure the computer is disconnected from all online services, such 
    as CompuServe and America Online (AOL). This helps to avoid conflicts with 
    the serial port.
    2.Double-click the HotSync Manager icon in the Palm folder.
    3.Click the Serial Port Settings tab.
    4.Under Check for handheld connection using, click Modem Setup.
    Serial PortIdentifies the port for the modem. If you are unsure of the port 
    assignment, look at the Modem Properties in the Windows 
    Control Panel.
    SpeedDetermines 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.
    ModemIdentifies 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 StringIdentifies 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. 
    						
    							Chapter 6 Advanced HotSync® Operations
    136
    5.Adjust the following options as needed. 
    6.Close the HotSync Software Setup window.
    Preparing your handheld
    There are a few steps you must perform to prepare your handheld for a modem 
    HotSync operation. 
    To prepare your handheld for a modem HotSync operation:
    1.Tap the Applications icon  . 
    2.Tap the HotSync icon  . 
    3.Tap Modem.
    ModemIdentifies the type of modem connected to your computer. If 
    your modem does not appear on the list, use the Hayes Basic 
    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 rtIdentifies the port that Palm Desktop software uses to 
    communicate with the modem. Select the modem or printer port 
    where you connected the modem cable.
    Modem SpeakerActivates 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. 
    						
    							Conducting a HotSync operation via a modem
    137
    4.Tap the pick list below the icon and select a modem configuration.
    NOTEIf you need to create a configuration, tap the Menu icon and then select 
    Options and Connection Setup. See “Connection preferences” in Chapter 7 for 
    more information. 
    5.Tap the Enter phone # field.
    6.Enter the telephone number to access the modem connected to your computer.
    7.If needed, enter a dial prefix (such as “9”) to access an outside line, and then tap 
    the Dial Prefix check box.
    TIPYou can enter a comma in the field to introduce a “pause” in the dialing 
    sequence. Each comma equals a two second pause.
    8.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. 
    9.If you want to use a calling card to place the call, select the check box and enter 
    the calling card number. 
    10 .Ta p  O K .
    Select a modem 
    configuration
    Tap here  
    						
    							Chapter 6 Advanced HotSync® Operations
    138
    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 modem. 
    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. 
    NOTEApplications 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.Ta p  O K .
    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 complete. If you have any problems 
    conducting a successful HotSync operation, see Appendix B
    . 
    						
    							Using File Link
    139
    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-separated (*.csv)
    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.
    NOTEThe File Link feature is not available in Palm Desktop software for Mac.
    Creating a user profile
    A user profile enables you to install the same set of data onto multiple Palm OS 
    handhelds before each handheld is individualized with a specific user name and 
    data file.
    A handheld that is preconfigured with a user profile can be given to anyone 
    because the handheld is not yet identified by a unique user name. The handheld 
    acquires a unique user name when the new user performs his or her first local 
    HotSync operation.
    For example, suppose a sales organization wants to distribute two dozen 
    handhelds that all have a common company phone list, a set of memos, and several 
    key applications. A user profile can be created to install the common data before 
    the handhelds are distributed to the employees who will use them. Then when the 
    employees perform their first HotSync operation, the common data becomes part 
    of their individual data file.
    NOTEThe handhelds that are synchronized with a user profile must either be new 
    ones that have never been synchronized or handhelds that have had their user name 
    and data removed by a hard reset.
    To create a user profile on a Windows computer:
    1.Open Palm Desktop software.
    2.From the Tools menu, choose Users.
    3.Click Profiles.  
    						
    							Chapter 6 Advanced HotSync® Operations
    140
    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.).
    To create a user profile on a Mac computer:
    1.Open Palm Desktop software.
    2.From the User pop-up menu, choose Edit Users.
    3.Click New Profile. 
    						
    							Creating a user profile
    141
    4.Enter a unique name for the profile and click OK.
    5.Close the Users window.
    6.From the User pop-up menu, choose the new profile.
    7.Create the data for the profile (such as a company phone list).
    8.From the HotSync menu, choose Conduit Settings.
    9.Select the conduit settings for the profile. See “Customizing HotSync 
    application settings”earlier in this chapter for details.
    Performing the first HotSync operation with a user profile
    To use a profile for the first-time HotSync operation on a Windows computer:
    1.Connect the new handheld to the cradle/cable.
    2.Press the HotSync button   on the cradle/cable.
    3.Click Profiles.
    4.Select the profile 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 6 Advanced HotSync® Operations
    142
    To use a profile for the first-time HotSync operation on a Mac computer:
    1.Connect the new handheld to the cradle/cable.
    2.Press the HotSync button   on the cradle/cable.
    3.Select the profile you want to load on the handheld, and click OK to transfer all 
    the profile data to the handheld.
    The next time you perform a HotSync operation with this handheld, Palm Desktop 
    software prompts you to assign a user name to the handheld. 
    						
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