Palm M500 Handheld Instructions Manual
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Chapter 7 Page 191 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. 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.
Page 192 Advanced HotSync® Operations Conducting a HotSync operation via a network When you use the network HotSync technology, you can take advantage of the LAN and WAN connectivity available in many office environments. Network HotSync technology 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 technology installed, your computer is on, and the HotSync Manager is running). Connecting to your company’s dial-in server A network HotSync operation requires the following (consult your System Administrator for assistance): nYour computer has TCP/IP support installed. nBoth your company’s network system and its remote access server support TCP/IP. nYou have a remote access account. 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. To prepare your computer for a network HotSync operation: 1. Click the HotSync Manager icon in the Windows system tray. 2. From the HotSync Manager menu, choose Network. 3. From the HotSync Manager menu, choose Setup.
Chapter 7 Page 193 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. Put your handheld in the cradle and perform a HotSync operation. 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. 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.
Page 194 Advanced HotSync® Operations 6. Tap OK. 7. Tap Select Service. Note:See “Network preferences and TCP/IP software” in Chapter 8 for information on creating a network connection. 8. Tap Service and select a service. 9. Tap Done. 10. Tap the Menu icon . 11. Tap Options, then tap Conduit Setup. Follow the instructions in “Selecting the conduits for a modem HotSync operation” earlier in this chapter. Tap here Tap here
Chapter 7 Page 195 Performing a network HotSync operation After you prepare your computer and your handheld, and select your Conduit Setup options, you are ready to perform a network HotSync operation. To perform a network Hotsync operation: nTap the modem HotSync icon to begin the operation. 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. Note:The File Link feature is not available in Palm Desktop software for the Macintosh.
Page 196 Advanced HotSync® Operations Creating a user profile If you use the File Link feature 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 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 on a Windows computer: 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.).
Chapter 7 Page 197 To create a user profile on a Macintosh: 1. Open Palm Desktop software. 2. From the User pop-up menu, choose Edit Users. 3. Click New Profile. 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. To use a profile for the first-time HotSync operation on a Windows computer: 1. Place the new handheld in the cradle. 2. Press the HotSync button on the cradle. 3. Click Profiles. 4. Select the profile you want to load on the handheld, and click OK.
Page 198 Advanced HotSync® Operations 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. To use a profile for the first-time HotSync operation on a Macintosh: 1. Connect the new handheld to the HotSync cradle. 2. Press the HotSync button on the cradle. 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, Palm Desktop software prompts you to assign a user name to the handheld.
Chapter 8 Page 199 Chapter 8 Setting Preferences for Your Handheld The Preferences screens enable you to customize the configuration options on your handheld, including the following: GeneralSet the auto shut-off interval, the Stay on in cradle feature, the system, alarm, and game sounds, the Alarm Vibrate and LED features, and the Beam Receive feature. Date and Time Set the date, time, time zone, and Daylight Saving switch. FormatsSet the country default and the formats for dates, times, calendar, and numbers. ConnectionConfigure cradle, modem, and infrared communication settings. OwnerAssign your name, phone number, and other owner information to your handheld. ButtonsAssign 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. ShortCutsDefine a list of Graffiti® abbreviations. DigitizerCalibrate the screen on your handheld. NetworkConfigure your handheld for use with a network. PhoneConfigure your handheld to communicate with a wireless phone. You must first install the appropriate driver for your phone. To use this feature, you must use Palm™ Mobile Connectivity Software.
Page 200 Setting Preferences for Your Handheld 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 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. Web ClippingConfigure your handheld to make a wireless internet connection. To use this feature, you must use Palm Mobile Connectivity Software. Tap arrow to show pick list