Palm M505 Color Handhelds Instructions Manual
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Chapter 7 Page 171 Chapter 7 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 placing your handheld in the cradle attached to your computer, or using infrared communications. Indirect methods include using a modem, or using network HotSync technology. This chapter describes how to select HotSync options and perform a HotSync operation via infrared communications, 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 on a Windows computer: 1. Click the HotSync Manager icon in the Windows system tray. 2. Choose Setup.
Page 172 Advanced HotSync® Operations 3. Click the General tab and select one of the following options: Tip:If you’re not sure which option to use, keep the default setting: Always available. 4. If you are using a serial cradle, click Local tab to display the settings for the connection between your computer and the handheld cradle, and adjust the following options as needed. Note:If you are using the USB cradle, 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.
Chapter 7 Page 173 5. Click the Modem tab to display the modem settings and adjust the options as needed. See “Conducting a HotSync operation via modem” later in this chapter for more information. 6. If you are attached to a network, click the Network tab to display the network settings and adjust the options as needed. See “Conducting a HotSync operation via a network” later in this chapter for more information. 7. Click OK. Serial PortIdentifies the port that HotSync Manager uses to communicate with the cradle. The Palm Desktop installation software automatically detects the port to which you connected the cradle. If necessary, you can change the port selection. Note:Your 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.
Page 174 Advanced HotSync® Operations To set the HotSync options on a Macintosh: 1. Double-click the HotSync Manager icon in the Palm folder. 2. Click the HotSync Controls tab and select any of the following options: HotSync Enabled/ DisabledActivates the serial port monitor and prepares your Macintosh to synchronize with your handheld. By default, the serial port monitor is enabled whenever you start your Macintosh. Keep this default if your HotSync cradle is always connected to a specific port (USB, serial, or modem). If, however, you use the same port for other devices besides the HotSync cradle, disable the serial port monitor and then enable it manually only when you connect the cradle 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.
Chapter 7 Page 175 3. If you are using the optional serial cradle, click the Serial Port Settings tab and select any of the following options. Note:If you are using the USB cradle, 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. 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 HotSync cradle are connected to this Macintosh. Modem Setup. Synchronizes while your handheld communicates to this Macintosh across a telephone line. Both Setups. Synchronizes using the HotSync cradle, or through the modem; HotSync Manager monitors both connections for communication from a handheld. Note: Choosing Both Setups prevents you from using either port for other operations such as printing, faxing, or AppleTalk networking.
Page 176 Advanced HotSync® Operations Local SetupEnables you to perform HotSync operations using the HotSync cradle that is connected to your Macintosh. If you are using the USB cradle for a direct HotSync operation, you do not need to set these options; set them if you are using the optional serial cradle: nSpeed. 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. nPort. Identifies the port that Palm Desktop software uses to communicate with the HotSync cradle. Select the port where you connected the HotSync cradle. 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 Macintosh, and set the following options: nModem. Identifies the type of modem connected to your Macintosh. 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.
Chapter 7 Page 177 Note:You can set both Local and Modem settings and prepare your Macintosh to synchronize using the HotSync cradle 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. Modem Setup (continued)nPort. 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. nModem Speaker. Activates the modem’s speaker. If you are having trouble connecting, turn on this option to make sure the modem connected to your Macintosh is responding to incoming calls.
Page 178 Advanced HotSync® Operations 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, Memo Pad, and Expense, 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). Tip:You 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. 4. Select an application in the Conduit list.
Chapter 7 Page 179 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. 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, 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 Macintosh: 1. Double-click the Palm Desktop icon in the Palm folder. 2. From the HotSync menu, choose Conduit Settings.
Page 180 Advanced HotSync® Operations 3. From the User pop-up menu, select the appropriate user name. 4. Select an application in the Conduit list. 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. 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 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.