Palmone III Personal Handheld Organizer Handbook

							Chapter 6 Page 143
Selecting the conduits for a modem HotSync operation
The Conduit Setup dialog box on your organizer 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 Palm Modem accessory. 
To change the Conduit Setup for a modem HotSync operation:
1. Tap the Applications 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 modem HotSync operation. 
The default setting is to synchronize all files. 
Note: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. Tap OK. 
						

							Page 144  Advanced HotSync® Operations
Performing a HotSync operation via a modem
After you prepare your computer and your organizer, and select your 
Conduit Setup options, you are ready to perform a modem HotSync 
operation.
To perform a modem HotSync operation:
1. Tap the Applications icon  . 
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 
Appendix B.
Conducting a HotSync operation 
via a network
When you use the Network HotSync software, you can take 
advantage of the LAN and WAN connectivity available in many office 
environments. The Network HotSync software enables you to 
perform a HotSync operation by dialing in to a network or by using a 
cradle that is connected to any computer on your LAN or WAN 
(provided that the computer connected to the cradle also has the 
Network HotSync software installed, your computer is on, and the 
HotSync Manager is running).
Connecting to your company’s dial-in server
The Network HotSync software requires the following:
nYour computer has TCP/IP support installed.
nBoth your company’s network system and its remote access server 
support TCP/IP. (Your System Administrator has this 
information.)
nYou have a remote access account. (If you don’t have an account, 
consult your System Administrator.)
Everything you need to connect to your company’s dial-in server 
(network modem) is included with Palm Desktop software and 
organizer software. You need to activate the feature, however, on both 
Palm Desktop software and your organizer. 
						

							Chapter 6 Page 145
To prepare your computer for a network HotSync operation:
1. Click the HotSync Manager icon   in the Windows system tray.
Tip:The Windows system tray is usually in the lower-right 
corner on your computer display. The location may vary 
depending on the location of the taskbar and the version 
of Windows you are using.
2. From the HotSync Manager menu, choose Network.
3. From the HotSync Manager menu, choose Setup.
4. Click the Network tab and make sure your user name has a check 
mark next to it. If the check mark is not there, click the check box 
next to your user name.
5. Click OK.
6. Place your organizer in the cradle and perform a HotSync 
operation.
The HotSync operation records network information about 
your computer on your organizer. With this information, your 
organizer can locate your computer when you perform a 
HotSync operation over the network. 
						

							Page 146  Advanced HotSync® Operations
To prepare your organizer for a network HotSync operation:
1. Tap the Applications icon  . 
2. Tap the HotSync icon  . 
3. Tap the Menu icon  . 
4. Tap Options, then tap Modem Sync Prefs.
5. Tap Network.
6. Tap OK.
Note:For more information on the Network HotSync feature, see the 
web site http://www.palm.com. See “Network preferences 
and TCP/IP software” in Chapter 7 for information on 
configuring Network HotSync preferences.
Using File Link
The File Link feature enables you to import Address Book and Memo 
Pad information onto your organizer 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 organizer. 
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 delimited (.csv)
nTab delimited (.tsv)
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. 
						

							Chapter 6 Page 147
Creating a user profile
If you use the File Link feature to configure several Palm Computing 
connected organizers with specific information (such as a company 
phone list) before distributing them to their actual users, you can 
create a user profile to load the data into an organizer without 
associating that data with a user name. The User Profile feature is 
designed only for the first-time HotSync operation, before you assign 
a User ID to a particular organizer. 
To create a user profile:
1. Open Palm Desktop software.
2. From the Tools menu, choose Users.
3. Click Profiles. 
4. Click New.
5. Enter a unique name for the profile, and click OK. 
6. Repeat steps 3 and 4 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 (e.g., company phone list, etc.). 
						

							Page 148  Advanced HotSync® Operations
To use a profile for the first-time HotSync operation:
1. Place the new organizer in the cradle.
2. Press the HotSync button   on the cradle.
3. Click Profiles.
4. Select the profile that you want to load on the organizer, and click 
OK.
5. Click Yes to transfer all the profile data to the organizer.
The next time you perform a HotSync operation, Palm Desktop 
software prompts you to assign a user name to the organizer. 
						

							Chapter 7 Page 149
Chapter 7
Setting Preferences for
Your Organizer
The Preferences screens enable you to customize the configuration 
options on your Palm III™ organizer.
In the Preferences screens, you can do the following:
Viewing preferences
To open the Preferences screens:
1. Tap the Applications icon  . 
2. Tap the Preferences icon  . 
3. Tap the pick list in the upper-right corner of the screen.
4. Select the Preferences screen you want to view.General
Set the current date and time, the auto shut-off 
interval, the Beam Receive feature, and the 
system, alarm, and game sounds.
Formats
Set the country default and the formats for dates, 
times, calendar, and numbers.
Modem
Configure your organizer for use with a modem 
such as the Palm Modem
® accessory.
Owner
Assign your name, phone number, and other 
owner information to your organizer.
Buttons
Assign different applications to the buttons on 
the front panel of your organizer and the 
HotSync
® button on the cradle, and reassign the 
full-screen pen stroke command.
ShortCuts
Define a list of Graffiti
® abbreviations.
Digitizer
Calibrate the screen on your organizer.
Network
Configure your organizer for use with a network. 
						

							Page 150  Setting Preferences for Your Organizer
Buttons preferences
The Buttons Preferences screen enables you to associate different 
applications with the buttons on the front of the organizer. 
For example, if you find that you seldom use To Do List and often use 
Expense, you can assign the To Do List button to start Expense.
Any changes you make in the Buttons Preferences screen become 
effective immediately; you do not have to change to a different screen 
or application.
If you assign a different application to a button, you can still access the 
original application using the Applications Launcher. 
To change the Buttons preferences:
1. Tap the pick list next to the button you want to re-assign.
2. Tap the application that you want to assign to the button.
Tip:To restore all of the buttons to their factory settings, tap 
Default.
Pen preferences
The Buttons Preferences screen enables you to change the assignment 
of the full-screen pen stroke. By default, the full-screen pen stroke 
activates Graffiti Help.
Tap arrow to 
show pick list 
						

							Chapter 7 Page 151
To change the Pen preferences:
1. Tap Pen.
2. Tap the pick list and select one of the following settings for the full-
screen pen stroke:
3. Tap OK.Backlight
Turns on the backlight of your organizer.
Keyboard
Opens the onscreen keyboard for entering text 
characters.
Graffiti Help
Opens a series of screens that show the 
complete Graffiti character set.
Turn Off & Lock
Turns off and locks the organizer. You must 
assign a password to lock the organizer. When 
locked, you need to enter the password to use 
your organizer.
Beam Data
Beams the current record to another Palm 
Computing
® connected organizer.
Drag to top of screen 
						

							Page 152  Setting Preferences for Your Organizer
HotSync buttons preferences
The Buttons Preferences screen also enables you to associate different 
applications with the HotSync button on the cradle and the HotSync 
button on the optional Palm Modem accessory. Any changes that you 
make in the HotSync Buttons dialog box become effective 
immediately; you do not have to change to a different screen or 
application.
To change the HotSync buttons preferences:
1. Tap HotSync. 
2. Tap the pick list next to the button you want to assign.
3. Tap the application that you want to assign to each button. 
The default setting for each button is the HotSync setting, 
which means the cradle and optional Palm Modem accessory 
perform their normal HotSync functions.
4. Tap OK.
Digitizer preferences
The Digitizer Preferences screen opens the digitizer calibration screen. 
This is the same screen that appears when you start your organizer for 
the first time. 
You can recalibrate your screen after a hard reset, or if your digitizer 
drifts.
Formats preferences
Use the Formats Preferences screen to set the country default and the 
display format of the dates, times, and numbers on your organizer. 
Tap arrow 
to show 
pick list