Palm M515 Color Handheld Instructions Manual

							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. 
						

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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. 
						

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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 
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. 
						

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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. 
						

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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. 
						

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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. 
						

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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. 
						

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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 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. 
						

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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. 
						

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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.