Palm Tungsten T3 Instructions Manual

							Conducting Bluetooth HotSync operations
287
Performing a modem HotSync operation
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 Home icon  . 
2.Select 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“HotSync problems” in 
Appendix B.
Conducting Bluetooth HotSync operations
If you have a Bluetooth computer running Windows 98/Me/NT/2000 or 
Mac OS X, version 10.1.2 or later with the Apple Bluetooth software, you can use 
Bluetooth technology to perform wireless HotSync operations. 
NOTEGo to the web site www.palm.com/support for additional information on 
compatibility with other versions of the Windows operating system.
Preparing your computer for a Bluetooth HotSync operation
There are a few steps you must perform to prepare your computer for a Bluetooth 
HotSync operation. 
To prepare your Windows computer for a Bluetooth HotSync operation:
1.Use the Bluetooth setup software on your computer to open or create a virtual 
serial port for Bluetooth communication. See the documentation included with 
your computer for instructions on changing port settings or configuring the 
Bluetooth serial host.
2.Click the HotSync Manager icon   in the Windows system tray, and then select 
Setup.
Click the HotSync Manager icon 
						

							Chapter 20 Performing HotSync® Operations
288
3.Click the Local tab.
4.In the Serial port drop-down box, select the virtual serial port you chose or 
created in step 1.
5.Click OK.
To prepare your Mac computer for a Bluetooth HotSync operation:
1.Double-click the HotSync Manager icon   in the Palm folder.
2.In the HotSync Controls tab, select Enabled.
3.Click the Connection Settings tab, and select the On check box next to 
bluetooth-pda-sync-port.
4.Close the HotSync Software Setup window. 
Select the port from the 
drop-down list
Shown with Mac OS X 
						

							Conducting Bluetooth HotSync operations
289
Preparing your handheld for a Bluetooth HotSync operation
There are a few steps you must perform to prepare your handheld for a Bluetooth 
HotSync operation. 
To prepare your handheld for a Bluetooth HotSync operation:
1.Create a trusted pair with your computer. See“Adding trusted devices” in 
Chapter 21 for details.
2.Create a connection with your computer. See“Creating Bluetooth connections” 
in Chapter 21 for details.
3.Tap the Home icon  .
4.Select the HotSync icon  .
5.Tap the pick list in the center of the screen and select the connection settings you 
just created.
Performing a Bluetooth HotSync operation
After you prepare your computer and your handheld, you are ready to perform a 
Bluetooth HotSync operation.
To perform a Bluetooth HotSync operation:
1.Tap the Home icon  .
2.Select the HotSync icon  .
3.Tap the HotSync icon in the center of the screen
. 
						

							Chapter 20 Performing HotSync® Operations
290
Conducting network HotSync operations
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 using 
Bluetooth technology or an 802.11 accessory to make a wireless connection to a 
network, by dialing in to a network, or by using a cradle/cable that is connected to 
any computer on your LAN or WAN (provided that the computer connected to the 
cradle/cable also has the network HotSync technology installed, your computer is 
on, and the HotSync Manager is running). 
IMPORTANTNetwork HotSync technology is available only on Windows computers. 
You must perform the first HotSync operation by using a local, direct connection or 
infrared communication. After that, you can perform a network HotSync operation.
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 for connecting 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 Windows computer for a network HotSync operation:
1.Click the HotSync Manager icon   in the Windows system tray.
2.From the HotSync Manager menu, select Network. 
						

							Conducting network HotSync operations
291
3.From the HotSync Manager menu, select Setup.
4.Click the Network tab and make sure your user name has a checkmark next to 
it. If the checkmark is not there, click the check box next to your user name.
5.Click OK.
6.Put your handheld in the cradle/cable, 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 Home icon  . 
2.Select the HotSync icon  . 
3.Tap the Menu icon  . 
4.From the Options menu, select Modem Sync Prefs.
5.Tap Network.
6.Ta p  O K . 
						

							Chapter 20 Performing HotSync® Operations
292
7.Tap Select Service.
NOTESee“Network Preferences” in Chapter 21 for information on creating a 
network or Bluetooth connection. 
8.Tap Service and select a service.
9.Ta p  D o n e .
10 .Tap the Menu icon  . 
11 .From the Options menu, select Conduit Setup.
For instructions, see “Selecting the conduits for a modem HotSync operation” 
earlier in this chapter.
Ta p  h e r e  
Tap here Tap here  
						

							Using File Link
293
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 Contacts and Memos 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)
nMemos archive (*.mpa)
nContacts 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 username 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 username. The handheld 
acquires a unique username when the new user performs his or her first local 
HotSync operation. 
						

							Chapter 20 Performing HotSync® Operations
294
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 be either new 
ones that have never been synchronized or handhelds that have had their usernames 
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, select Users.
3.Click Profiles. 
4.Click New.
5.Enter a unique name for the profile, and click OK. 
6.Repeat steps 3 through 5 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 (such as a 
company phone list). 
						

							Creating a user profile
295
To create a user profile on a Mac computer:
1.Open Palm Desktop software.
2.From the User pop-up menu, select 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, select the new profile.
7.Create the data for the profile (such as a company phone list).
8.From the HotSync menu, select Conduit Settings.
9.Select the conduit settings for the profile. For details, see “Customizing HotSync 
application settings” earlier in this chapter.
Performing the first HotSync operation with a user profile
After you create a user profile, you are ready to transfer the information to the new 
handheld during the first HotSync operation.
To use a profile for a first-time HotSync operation on a Windows computer:
1.Place the new handheld in the cradle/cable.
2.Press the HotSync button   on the cradle/cable.
3.Click Profiles.
Shown with Mac OS X
Shown with Mac OS X 
						

							Chapter 20 Performing HotSync® Operations
296
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 username to the handheld.
To use a profile for a first-time HotSync operation on a Mac computer:
1.Connect the new handheld to the HotSync 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, Palm Desktop software prompts 
you to assign a username to the handheld.
Shown with Mac OS X