Palm Zire Handheld Instructions Manual

							To Do List menus
121
2.Select any of the following settings:
3.Ta p  O K .
To Do List menus
To Do List menus are shown here for your reference, and To Do List features that 
are not explained elsewhere in this book are described here.
See“Using menus” in Chapter 4 for information about choosing menu commands.
Record menu
Show Completed 
ItemsDisplays your completed items in the To Do List. If you turn 
off this setting, your To Do items disappear from the list when 
you complete (check) them.
Items that no longer appear on the list because you turn off 
this setting have not been deleted. They are still in the 
memory of your handheld. Purge completed items to remove 
them from memory.
Show Only Due 
ItemsShows only the items that are currently due, past due, or have 
no due date specified. When this setting is active, items that 
are not yet due do not appear in the list until their due date.
Record 
Completion DateReplaces the due date with the actual date when you complete 
(check) the item. If you do not assign a due date to an item, the 
completion date still records when you complete the item.
Show Due DatesDisplays the due dates associated with items in the To Do List 
and displays an exclamation mark next to items that remain 
incomplete after the due date passes.
Show PrioritiesShows the priority setting for each item.
Show CategoriesShows the category for each item. 
						

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Options menu
About To Do ListShows version information for To Do List.  
						

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CHAPTER 14
Performing HotSync
®
 Operations
HotSync® technology enables you to synchronize data between one or more 
Palm OS
® handhelds and Palm™ Desktop software or another PIM such as 
Microsoft Outlook. To synchronize your data, connect the HotSync cable to your 
computer and your handheld or use infrared (IR) communications.
This chapter describes how to select HotSync options and how to perform a 
HotSync operation via infrared communications. It also provides information 
about performing your first and subsequent local HotSync operations.
Selecting HotSync setup options
You can choose when you want HotSync Manager to run. If necessary, you can 
adjust the local and modem HotSync settings as well.
To set the HotSync options on a Windows computer:
1.Click the HotSync icon ™
 in the Windows system tray (bottom-right corner 
of the taskbar).
2.Select Setup.
3.Click the General tab and select one of the following options:
Always availableAdds HotSync Manager to the Startup folder and constantly 
monitors the communication port for synchronization 
requests from your handheld. With this option, the
HotSync Manager synchronizes data even when 
Palm Desktop software is not running.
Available only when 
Palm Desktop 
software is runningStarts HotSync Manager and monitors requests 
automatically when you open Palm Desktop software. 
						

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TIPIf you’re not sure which option to use, keep the default setting: Always 
available.
4.Click OK.
To set the HotSync options on a Mac:
1.Double-click the HotSync Manager icon in the Palm folder.
2.Click the HotSync Controls tab and select any of the following options.
3.Close the HotSync Software Setup window. 
ManualMonitors requests only when you select HotSync Manager 
from the Start menu.
HotSync Enabled/
DisabledActivates the HotSync software and prepares your computer 
to synchronize with your handheld. The default setting is 
Enabled; whenever you start your computer, HotSync 
operations are enabled.
Enable HotSync 
software at 
system startupActivates the transport monitor automatically each time you 
start your computer. If this option is not checked, you must 
open HotSync Manager and select the Enabled option before 
you can perform a HotSync operation.
Show more detail 
in HotSync LogIncludes more troubleshooting information in the log that is 
generated when you perform a HotSync operation. 
						

							Customizing HotSync application settings
125
Customizing HotSync application settings
For each application, you can define a set of options that determines how records 
are handled during synchronization. These options are called a “conduit.” By 
default, a HotSync operation synchronizes all files between the handheld and 
Palm Desktop software. 
In general, you should leave the settings to synchronize all files. The only reason 
you might want to change these settings is to overwrite data on either your 
handheld or Palm Desktop software, or to avoid synchronizing a particular type of 
file because you don’t use it.
In addition to the conduits for Date Book, Address Book, To Do List, Note Pad, 
Expense and Memo Pad, Palm Desktop software includes System and Install 
conduits. The System conduit backs up the system information stored on your 
handheld, including Graffiti
® ShortCuts. The Install conduit installs add-on 
applications on your handheld. 
To customize HotSync application settings on a Windows computer:
1.Click the HotSync icon   in the Windows system tray (bottom-right corner of 
the taskbar).
TIPYou can also click the HotSync command on the Palm Desktop software 
menu bar.
2.From the HotSync Manager menu, select Custom.
3.Select the appropriate username from the list.
4.Select an application in the Conduit list.
NOTESome options shown may not be available on your handheld. 
						

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5.Click Change.
6.Click the direction in which you want to write data, or click Do Nothing to skip 
data transfer for an application.
NOTEChanging 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, select the Set As Default 
box. Thereafter, whatever you selected as the default setting is used when you 
click the Default button in the Custom dialog.
7.Click OK.
8.Repeat steps 4 through 7 to change conduit settings for other applications.
9.Click Done to activate your settings.
NOTEIf you want to save your new settings as the default, click Default in the 
Custom window after you set them for each application.
To customize HotSync application settings on a Mac:
1.Double-click the Palm Desktop icon in the Palm folder.
2.From the HotSync menu, select Conduit Settings.
3.From the User pop-up menu, select the appropriate username.
4.Select an application in the Conduit list. 
						

							Performing cable HotSync operations
127
5.Click Conduit Settings.
6.Click the direction in which you want to write data, or click Do Nothing to skip 
data transfer for an application.
NOTEChanging 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.Repeat steps 4 through 7 to change conduit settings for other applications.
9.Close the Conduit Settings window.
Performing cable HotSync operations
The simplest way to synchronize data is to perform a direct HotSync operation by 
connecting your handheld to the cable, turning on your handheld, and tapping the 
Favorite icon  .
IMPORTANTYou must perform your 
first HotSync operation with a local, direct 
connection.
Performing a HotSync operation for the first time: Windows
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 synchronize your data, you are prompted to enter your username in 
Palm Desktop software. After you enter this information and synchronize, the 
HotSync Manager recognizes your handheld and doesn’t ask for this information 
again.
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. 
						

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The following steps assume that you have already installed Palm Desktop 
software. If you have not installed this software, see“Step 4: Install Palm Desktop 
software and perform a HotSync operation” in Chapter 1 for instructions.
To perform a local HotSync operation on a Windows computer:
1.Connect your handheld to your computer using the HotSync cable.
2.If the HotSync Manager is not running, start it. You can do this by starting 
Palm Desktop software which automatically opens the HotSync Manager. 
Alternatively, you can click Start on the Windows desktop, and then choose 
Programs. Navigate to the Palm Desktop software program group and choose 
HotSync Manager.
NOTEYou can check the Windows system tray to see if HotSync Manager is 
running. If it is running, the HotSync icon is displayed. 
						

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3.Turn on your handheld and tap the Favorite icon  .
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 disconnect your handheld from 
the cable. 
						

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Performing a HotSync operation for the first time: Mac
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: 
nAdds a username to your handheld.
nCreates a folder for the username in the Users folder inside the Palm folder. For 
example, if you entered 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. 
NOTEUsernames appear in the User pop-up menu in the Palm Desktop 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.
NOTEBe sure you select the correct username 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” in 
Chapter 14 before performing the following steps.
The following steps assume that you have already installed Palm Desktop 
software. See“Step 4: Install Palm Desktop software and perform a HotSync 
operation” in Chapter 1 if you have not installed this software.