Palm Tungsten W PDA Phone Instructions
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Performing cradle/cable HotSync operations 287 5.Click Conduit Settings. 6.For each application, click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. 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.Close the Conduit Settings window. Performing cradle/cable HotSync operations The simplest way to synchronize data is to perform a direct HotSync operation by placing your handheld in the cradle/cable and pressing the HotSync button. Performing a cradle/cable HotSync operation: Windows computer The first time you synchronize your data, you need to enter user information on Palm Desktop software. After you enter this information and synchronize, the HotSync Manager recognizes your handheld and doesn’t ask for this information again.
Chapter 20 Performing HotSync® Operations 288 If you are a system administrator preparing several handhelds for a group of users, you may want to create a user profile. See “Using File Link” later in this chapter before performing the following steps. IMPORTANTYou must perform your first HotSync operation with a local, direct connection, or with infrared communication, rather than using a modem or network. The following steps assume that you have already installed Palm Desktop software. If you have not installed this software, see the Getting Started installation guide for instructions. To perform a local HotSync operation on a Windows computer: 1.Place your handheld in the cradle/cable. 2.If the HotSync Manager is not running, start it: On the Windows desktop, click Start, and then choose Programs. Navigate to the Palm Desktop software program group and choose HotSync Manager. Alternatively, you can start the Palm Desktop software, which automatically opens the HotSync Manager.
Performing cradle/cable HotSync operations 289 3.Press the HotSync button on the cradle/cable. IMPORTANTThe first time you perform a HotSync operation, you must enter a username in the New User dialog box and click OK. Every handheld should have a unique name. To prevent loss of a user ’s records, never try to synchronize more than one handheld to the same username. The HotSync Progress dialog box appears and synchronization begins. 4.Wait for a message on your handheld indicating that the process is complete. After the HotSync process is complete, you can remove your handheld from the cradle/cable. Gently tilt your handheld forward in the cradle, and then lift it up to remove it. Performing a direct HotSync operation: Mac computer When you installed Palm Desktop software, you entered a username. This username is the connection between your handheld and your computer. The first time you perform a HotSync operation the Palm Desktop software does the following: nAdds a username to your handheld. nCreates a folder for the username in the Users folder inside the Palm folder inside the current Mac user ’s Documents folder. For example, if you entered
Chapter 20 Performing HotSync® Operations 290 Jane Garcia as your username, a folder called Jane Garcia is created in the Users folder. nCreates a file named User Data in your username folder. Usernames appear in the User pop-up on the right side of the toolbar. You can change users by selecting a new name in the pop-up menu. Each subsequent time you perform a HotSync operation, HotSync Manager reads the username from your handheld and synchronizes the data in the folder of the same name. Be sure you select the correct username from the User pop-up before entering data on Palm Desktop or performing a HotSync operation. If you are a system administrator preparing several handhelds for a group of users, you may want to create a user profile. See “Creating a user profile” later in this chapter before performing the following steps. IMPORTANTYou must perform your first HotSync operation with a local, direct connection, or with infrared communication. The following steps assume that you have already installed Palm Desktop software. See the Getting Started installation guide if you have not installed this software.
Performing cradle/cable HotSync operations 291 To perform a local HotSync operation on a Mac computer: 1.Place your handheld in the HotSync cradle/cable. 2.Make sure HotSync Manager is enabled: Double-click the HotSync Manager icon in the Palm folder. Click the HotSync Controls tab and make sure the Enabled option is selected. 3.Press the HotSync button on the cradle/cable. The HotSync Progress dialog box appears, followed by the Select User dialog box.
Chapter 20 Performing HotSync® Operations 292 4.In the Select User dialog box, select the username you entered when you installed the Palm Desktop software, and click OK. The HotSync Progress dialog box reappears, and synchronization begins. 5.Wait for a message on your handheld indicating that the process is complete. After the HotSync process is complete, you can remove your handheld from the cradle/cable. Gently tilt your handheld forward in the cradle, and then lift it up to remove it. Conducting IR HotSync operations You can use the infrared (IR) port on your handheld to perform HotSync operations. When you perform an IR HotSync operation, you dont need your cradle/cable. However, you must have a computer that’s equipped with an IR port and that supports the IrCOMM implementation of the Infrared Data Association (IrDA) standards. This is especially useful if you travel with an infrared-enabled laptop. You simply enable infrared communication on your laptop and handheld and follow the steps in “Performing an IR HotSync operation” later in this section. Preparing your computer for infrared communication Before you can perform a HotSync operation using the IR port, the computer with which you want to synchronize must fulfill these requirements: nYour computer must support the IrCOMM implementation of the IrDA standards. nYour computer must have an enabled infrared port that’s built into the computer, or an enabled infrared device attached to the computer. nSome desktop computers may require an infrared device attached to a physical COM port. Laptops are likely to have a built-in IR port, so no external device is necessary.
Conducting IR HotSync operations 293 nYour computer must have an installed infrared driver. nIf you have an external infrared device attached to your computer, a driver is probably included with the device. Consult the documentation included with the device for information on installing the required driver. Check your computer ’s documentation to learn if the computer supports infrared communication. To configure HotSync Manager for infrared communication on a Windows computer: nClick the HotSync Manager icon in the Windows system tray, and make sure that Infrared is checked. – If you have an Infrared option on the HotSync Manager menu, and that option is selected, skip to “Performing an IR HotSync operation.” – If you do not have an Infrared option on the HotSync Manager menu, complete the following steps: a.Make sure that Local Serial is selected on the menu. b.From the HotSync Manager menu, select Setup. c.Click the Local tab. d.In the Serial Port drop-down box, select the simulated port that your computer uses for infrared communication. See the documentation for your operating system for instructions on finding the simulated port. This information is usually located in the Control Panel. –Click OK. NOTEIf your cradle/cable is connected to a USB port, you can continue using it while HotSync Manager is configured for infrared communication. If your cradle/cable is connected to a serial port, you cannot use your HotSync cradle/cable again until you reconfigure the HotSync Manager to communicate with the port defined for cradle/ cable synchronization.
Chapter 20 Performing HotSync® Operations 294 To configure HotSync Manager for infrared communication on a Mac computer: 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. 4.Select the On check box next to IR Port. 5.Close the HotSync Software Setup window. Performing an IR HotSync operation After you complete the steps to prepare for performing an IR HotSync operation, it’s easy to perform the actual operation. To perform an IR HotSync operation: 1.Press Home . 2.Tap the HotSync icon . 3.Ta p L o c a l . 4.Tap the pick list below the HotSync icon and select IR to PC/Handheld. 5.Position the IR port of your handheld within a couple of inches of the infrared port of your computer. 6.Tap the HotSync icon to start the IR HotSync operation. Tap here to start IR HotSync operation
Conducting IR HotSync operations 295 Returning to cradle/cable HotSync operations It’s easy to return to using the cradle/cable for HotSync operations. If 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 necessary, 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 necessary, connect the cradle/cable to the USB port of the 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 selected. To return to local serial cradle/cable HotSync operations on a Windows computer: 1.If necessary, connect the cradle/cable to the port of the 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 necessary, 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 Connection Settings tab, and select the correct connection. 5.Close the HotSync Software Setup window. The next time you want to perform a HotSync operation, just press the HotSync button on the cradle/cable, as you always did before.
Chapter 20 Performing HotSync® Operations 296 Conducting HotSync operations using an attached modem You can use your attached modem to synchronize your handheld when you are away from your computer. IMPORTANTYou cannot perform a wireless HotSync operation using your handheld’s mobile radio. The first HotSync operation must be performed using a local, direct connection, or with infrared communication. After that, you can perform a HotSync operation using an attached modem. To perform a HotSync operation using your attached 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 21 for more information. Preparing your computer for a modem HotSync operation 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. Make 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, select Modem.