Palm Tungsten W PDA Phone Instructions
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Conducting HotSync operations using an attached modem 297 3.Adjust the following options as needed. 4.Click OK. To prepare a Mac 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, or AppleTalk networking are running on that serial port. NOTEMake sure your computer is disconnected from all online services, such as CompuServe and America Online (AOL). This helps to avoid conflicts with the serial port. In addition, your computer must be on, and it should not be in sleep mode when receiving a call from a remote handheld. 2.Double-click the HotSync Manager icon in the Palm folder. 3.Click the HotSync Controls tab and enable the Transport Monitor, if it is not already enabled. 4.Click the Connection Settings tab. Serial PortIdentifies the port for the modem. If you are unsure of the port assignment, look at the Modem Properties in the Windows Control Panel. SpeedDetermines the speed at which data is transferred. 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. ModemIdentifies the modem type or manufacturer. Refer to your modem manual or faceplate for its type or settings. If you’re not sure of your modem type or your modem doesn’t match any that appear in the list, select Hayes Basic. Setup StringIdentifies the setup string for your particular modem. Not all modems require a setup string. Refer to your modem manual and enter the setup string if recommended by the manufacturer.
Chapter 20 Performing HotSync® Operations 298 5.Select the On check box of the modem connection you’re using, and then click Settings. 6.In the Settings dialog box, select Modem as the connection type, if it is not already selected. This step is not necessary for internal modems. 7.Adjust the following options as needed. 8.Click OK. 9.Close the HotSync Software Setup window. Preparing your handheld for a modem HotSync operation There are a few steps you must perform to prepare your handheld for a modem HotSync operation. To prepare your handheld for a modem HotSync operation: 1.Press Home . 2.Tap the HotSync icon . 3.Ta p M o d e m . ModemIdentifies the type of modem connected to your computer. If your modem does not appear on the list, use the Hayes Basic setting, or select Custom to enter a command string. Refer to the manual that came with your modem to find the appropriate command string. Modem SpeakerActivates the modem’s speaker. If you are having trouble connecting, turn on this option to make sure that the modem connected to your computer is responding to incoming calls.
Conducting HotSync operations using an attached modem 299 4.Tap the pick list below the icon and select a modem configuration. 5.If you need to create a configuration, press Command Stroke + S. Alternately, press Function + Menu , and then select Connection Setup on the Options menu. See“Connection preferences” in Chapter 21 for more information. 6.Tap the Enter phone # field. If you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer modem, see “Using File Link” later in this chapter. 7.Enter the telephone number to access the modem connected to your computer. 8.If necessary, enter a dial prefix (such as “9”) to access an outside line, and then tap the Dial Prefix check box to select it. TIPYou can enter a comma in the field to introduce a “pause” in the dialing sequence. Each comma equals a two-second pause. 9.If the phone line you’re using for the handheld has call waiting, select the Disable call waiting check box to avoid an interruption during the modem HotSync operation. 10 .If you want to use a calling card to place the call, select the check box and enter the calling card number. 11 .Ta p O K . Select a modem configuration Ta p h e r e
Chapter 20 Performing HotSync® Operations 300 Selecting the conduits for a modem HotSync operation The Conduit Setup dialog box on your handheld enables you to define which files and/or applications synchronize during a modem HotSync operation. You can use these settings to minimize the time required to synchronize data with a modem. To change the Conduit Setup for a modem HotSync operation: 1.Press Home . 2.Tap the HotSync icon . 3.Press Command Stroke + D. Alternately, press Function + Menu , and then select Conduit Setup on the Options Menu. 4.Tap the check boxes to deselect the files and applications that you do not want to synchronize during a modem HotSync operation. The default setting is to synchronize all files. 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. 5.Ta p O K . Performing a HotSync operation using an attached 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.Press Home . 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“HotSync problems” in Appendix B.
Conducting network HotSync operations 301 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). NOTENetwork HotSync technology is available only on Windows computers and when dialing into the corporate network. Network HotSync is not available if the desktop computer is located behind a firewall. 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 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. 3.From the HotSync Manager menu, select Setup.
Chapter 20 Performing HotSync® Operations 302 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.Press Home . 2.Select the HotSync icon . 3.Press Command Stroke + O. Alternately, press Function + Menu , and then select Modem Sync Prefs on the Options Menu. 4.Tap Network. 5.Ta p O K .
Conducting network HotSync operations 303 6.Tap Select Service. NOTESee“Network preferences” in Chapter 21 for information on creating a network connection. 7.Tap Service and select a service. 8.Press Function + Enter , or tap Done. 9.Press Command Stroke + D. Alternately, press Function + Menu , and then select Conduit Setup on the Options Menu. For instructions on selecting conduits, see “Selecting the conduits for a modem HotSync operation” earlier in this chapter. Ta p h e r e Ta p h e r e
Chapter 20 Performing HotSync® Operations 304 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 on 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. NOTEThe File Link feature is not available in Palm Desktop software for Mac.
Creating a user profile 305 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 user name 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 user name. The handheld acquires a unique user name when the new user performs his or her first local HotSync operation. For example, suppose a sales organization wants to distribute two dozen handhelds that each 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 user names 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.
Chapter 20 Performing HotSync® Operations 306 7.Select the profile from the User list, and create the data for the profile (for example, a company phone list). 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. See “Customizing HotSync application settings” earlier in this chapter for details. 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 the 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.