Palm Zire 71 Handheld Instructions Manual

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Performing a direct HotSync operation: Mac computers
When you installed Palm Desktop software, you entered a user name. This user 
name 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 user name to your handheld.
nCreates a folder for the user name in the Users folder inside the Palm folder. For 
example, if you entered Jane Garcia as your user name, a folder named Jane 
Garcia is created in the Users folder.
nCreates a file named User Data in your user name folder. 
User names appear in the User pop-up menu 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 user name from your handheld and synchronizes the data in the folder of the 
same name.
Be sure you select the correct user name from the User pop-up menu 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, rather than with a modem.
The following steps assume that you have already installed Palm Desktop 
software. See“Step 4: Install software” in Chapter 1 if you have not installed this 
software.
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To perform a local HotSync operation on a Mac computer:
1.Place your handheld in the HotSync cradle/cable.
2.Make sure that 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. 
						

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4.In the Select User dialog box, select the user name 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/cable, 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 don’t 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. 
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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 selected. 
– 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.
e.Click OK.
NOTEIf your cradle/cable is connected to a USB port, you can continue using the 
cradle/cable 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. 
						

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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 on your handheld:
1.Tap the Home icon  . 
2.Select the HotSync icon  .
3.Ta p  L o c a l .
4.Tap the pick list below the HotSync icon and select IR to a 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.
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Tap here to start 
IR HotSync 
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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.Select Setup, and then click Local.
4.Select the COM port where your cradle/cable is connected.
5.Click OK.
On a Mac computer, the HotSync Manager software monitors all ports at the same 
time. However, you may want to turn off the IR port when you’re not using it to 
improve performance of HotSync operations.
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. 
						

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Conducting modem HotSync operations
You can use a modem to synchronize your handheld when you are away from your 
computer.
IMPORTANTYou must perform the first HotSync operation by using a local, direct 
connection or infrared communication. After that, you can perform a modem 
HotSync operation.
To perform a modem HotSync operation 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 16 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 a 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. 
						

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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.
Make 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.
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.
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 if 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 it is recommended by the 
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4.Click the Connection Settings tab.
5.Select the On check box for 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.
NOTEThis 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.Tap the Home icon  . 
2.Select 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 in 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.
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4.Tap the pick list below the icon and select a modem configuration.
If you need to create a configuration, tap the Menu icon   and then select 
Connection Setup from the Options menu. See“Connection Preferences” in 
Chapter 16 for more information.
5.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 “Conducting network 
HotSync operations” later in this chapter.
6.Enter the telephone number to access the modem connected to your computer.
7.If necessary, enter a dial prefix (such as “9”) to access an outside line, and then 
tap the Dial Prefix check box.
TIPYou can enter a comma in the field to introduce a “pause” in the dialing 
sequence. Each comma equals a two-second pause.
8.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. 
9.If you want to use a calling card to place the call, select the check box and enter 
the calling card number. 
10 .Ta p  O K .
Select a modem 
configuration
Ta p  h e r e