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Palm Zire 71 Handheld Instructions Manual

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    							Conducting modem HotSync operations
    181
    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.Tap the Home icon  . 
    2.Select the HotSync icon  . 
    3.Tap the Menu icon  . 
    4.Select Conduit Setup from the Options menu.
    5.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. 
    6.Ta p  O K .
    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. 
    						
    							Chapter 15 Performing HotSync® Operations
    182
    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 an 
    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
    183
    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.Select Modem Sync Prefs from the Options menu.
    5.Tap Network. 
    						
    							Chapter 15 Performing HotSync® Operations
    184
    6.Ta p  O K .
    7.Tap Select Service.
    8.Tap Service and select a service.
    9.Ta p  D o n e .
    10 .Tap the Menu icon  . 
    11 .Select Conduit Setup from the Options menu.
    For instructions, see “Selecting the conduits for a modem HotSync operation” 
    earlier in this chapter.
    Ta p  h e r e  
    Tap here  
    						
    							Using File Link
    185
    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 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
    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. 
    						
    							Chapter 15 Performing HotSync® Operations
    186
    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 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. 
    7.Select the profile from the User list, and create the data for the profile (such as a 
    company phone list, and so on). 
    						
    							Creating a user profile
    187
    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 15 Performing HotSync® Operations
    188
    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 user name 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 onto 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 user name to the handheld.
    Shown with 
    Mac OS X 
    						
    							189
    CHAPTER 16
    Setting Preferences for Your Handheld
    Preferences enable you to customize the configuration options on your handheld. 
    The options are grouped into three categories: General, Communication, and 
    Personal. Each category provides access to a group of relevant Preferences screens. 
    Use Preferences to do the following:
    nAccess the General Preferences screens to customize any of the following 
    settings:
    nAccess the Communication Preferences screens to customize any of the 
    following settings:
    Date & TimeSet the location, date, and time.
    DigitizerCalibrate the screen on your handheld.
    FormatsSet the country default and the formats for times, dates, 
    calendar, and numbers.
    Graffiti 2Select alternate strokes for selected Graffiti® 2 characters.
    PowerSet these features: auto-shutoff interval, Stay on in cradle, 
    and Beam receive.
    SecuritySet a password, privacy options, and locking options.
    Sounds & AlertsSelect system, game, and alarm options from two profiles: 
    Custom and Silent.
    Writing AreaEnable and disable Writing Area Preferences and show or 
    hide penstrokes while writing Graffiti 2 characters.
    ConnectionConfigure communication settings.
    NetworkConfigure your handheld for use with a network. 
    						
    							Chapter 16 Setting Preferences for Your Handheld
    190
    nAccess the Personal Preferences screens to customize any of the following 
    settings:
    Setting General Preferences
    The General Preferences category enables you to access screens where you can 
    modify Date & Time, Digitizer, Formats, Power, Security, Sounds & Alerts, and 
    Writing Area settings. This section provides details about each of these screens.
    To open the General Preferences screens:
    1.Tap the Home icon  .
    2.Tap the Prefs icon  .
    3.From the General Preferences list, select the name of the Preferences screen you 
    want to view.
    TIPYou can also press Left, Right, Up, and Down on the navigator to highlight 
    a Preferences screen name and then press Select on the navigator to open that 
    Preferences screen.
    ButtonsAssign an application to the Favorites icon. Reassign various 
    applications to the following: the application buttons on the 
    front and side panels of your handheld, the HotSync
    ® button 
    on the cradle/cable, and the full-screen pen stroke command.
    Color ThemeSelect a color theme to change the appearance of your 
    handheld screen.
    OwnerEnter your name, phone number, and other owner information 
    to your handheld.
    ShortCutsDefine a list of Graffiti 2 abbreviations. 
    						
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