Palm Zire Handheld Instructions Manual

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To perform a local HotSync operation on a Mac:
1.Connect your handheld to your computer using the HotSync 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.Turn on your handheld and tap the Favorite icon  .
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 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 disconnect your handheld from 
the cable.
IR HotSync operations
You can use the IR port on your handheld to perform HotSync operations. When 
you perform an IR HotSync operation, you don’t need your cable. However, you 
must have a computer that is equipped with an IR port and supports the IrCOMM 
implementation of the Infrared Data Association (IrDA). 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 is 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.
If 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. 
Configuring HotSync Manager for infrared communication
Next, you need to configure HotSync Manager for infrared communication.
To configure HotSync Manager for infrared communication on a Windows computer:
1.Click the HotSync Manager icon   in the Windows system tray, and make sure 
Infrared is checked. If you do not have an Infrared option on the HotSync 
Manager menu, complete the following steps.
2.Make sure Local Serial is checked on the menu.
3.Select Setup.
4.Click the Local tab.
5.In the Serial Port selector, select the simulated port that your computer uses for 
infrared communication.
NOTESee the documentation for your operating system for instructions on 
finding the simulated port. This information is usually located in the Control 
Panel.
6.Click OK.
NOTEYou can continue to use your cable while HotSync Manager is configured for 
infrared communication.
To configure HotSync Manager for infrared communication on a Mac:
1.Double-click the HotSync Manager icon in the Palm folder.
2.In the HotSync Controls tab, select Enabled. 
						

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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 is easy to perform the actual operation. 
To perform an IR HotSync operation:
1.Tap the Home icon  . 
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 
						

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Remote HotSync operations
You can use a modem and an infrared-enabled phone to synchronize your 
handheld when you are away from your computer.
NOTEThe first HotSync operation must be local, using the cable. After that, you can 
perform a remote HotSync operation.
To perform a remote HotSync operation you need the following:
nA modem connected to your computer.
nPalm Desktop software configured for use with the modem. 
nAn infrared-enabled phone.
nA configuration for the kind of modem connection you want to make. 
See“Connection preferences” in Chapter 15 for more information.
Preparing your computer
There are a few steps you must perform to prepare your computer for a remote 
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 remote 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.
NOTEMake sure the computer is disconnected from all online services, such 
as America Online (AOL). This helps to avoid conflicts with the COM port. You 
should also make sure that your computer does not go into sleep mode.
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 for a remote 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 face plate 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. 
						

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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.
7.Select the appropriate modem type. Click OK.
8.Close the HotSync Software Setup window.
Preparing your handheld
There are a few steps you must perform to prepare your handheld for a remote 
HotSync operation. 
To prepare your handheld for a remote HotSync operation:
1.Tap the Home icon  . 
2.Tap the HotSync icon  .
3.Ta p  M o d e m .
NOTETo change the speed setting of the connection between your handheld 
and phone, see“Configuring an IR to phone connection” in Chapter 15.
4.Tap the Enter phone # field.
5.Enter the telephone number to access the modem connected to your computer.
TIPYou can enter a comma in the field to introduce a “pause” in the dialing 
sequence. Each comma equals a two-second pause.
NOTEIf the phone line you’re using for the handheld has call waiting, disable 
call waiting to avoid an interruption during the remote HotSync operation. 
Contact your phone service provider to find out how to disable call waiting.
6.Ta p  O K .
Tap here  
						

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Selecting the conduits for a remote HotSync operation
The Conduit Setup dialog box on your handheld enables you to define which files 
and/or applications synchronize during a remote HotSync operation. You can use 
these settings to minimize the time required to synchronize data with a modem. 
NOTEThese settings only apply when you perform a remote HotSync operation. 
During a local HotSync operation using your cable, everything is synchronized.
To change the Conduit Setup for a remote HotSync operation:
1.Tap the Home icon  . 
2.Tap the HotSync icon  . 
3.Tap the Menu icon  . 
4.Tap Options, and then tap Conduit Setup.
5.Tap the check boxes to deselect the files and applications that you do not want 
to synchronize during a remote HotSync operation. The default setting is to 
synchronize all files. 
NOTEApplications 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 remote HotSync operation
After you prepare your computer and your handheld, and select your Conduit 
Setup options, you are ready to perform a remote HotSync operation.
To perform a remote HotSync operation:
1.Tap the Home icon  . 
2.Tap the HotSync icon  . 
3.Tap the Modem icon   to dial the Palm Desktop modem and synchronize the 
applications. 
						

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4.Wait for the HotSync operation to complete. If you have any problems 
conducting a successful HotSync operation, see“HotSync problems” in 
Appendix B.
Returning to cable HotSync operations
It’s easy to return to using the cable for HotSync operations. You can even leave 
your handheld set to perform IR HotSync operations and still use the cable. This is 
useful if you perform HotSync operations with both your desktop computer and a 
laptop that you travel with. When you travel, you don’t have to carry the cable 
because your handheld is set to perform IR HotSync operations.
To return to cable HotSync operations on a Windows computer:
1.Connect the cable to the USB port of your 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 checked.
To return to cable HotSync operations on a Mac:
nSimply connect the cable to the USB port of your computer you use for HotSync 
operations.
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 the Mac. 
						

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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 username 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 username. The handheld 
acquires a unique username 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 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 either be new 
ones that have never been synchronized or handhelds that have had their username 
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.