Palmone Tungsten E Handheld Instructions

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IMPORTANTEvery 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.
5.Wait for a message on your handheld indicating that the process is complete.
After the HotSync process is complete, you can unplug the cable from your 
handheld.
To perform a HotSync operation using an alternate cable method:
1.Connect the HotSync cable to your handheld and your computer.
2.Turn on your handheld.
3.Tap the Home icon   to open the Home screen.
4.Tap the HotSync icon   in the Home screen.
5.Tap the HotSync logo in the middle of the screen.
Tap here 
						

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Performing a HotSync operation: Mac computers
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 does 
the following: 
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 named 
Jane Garcia is created in the Users folder.
nCreates a file named User Data in your username folder. 
Usernames 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 username from your handheld and synchronizes the data in the folder of the 
same name.
Be 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” later in this 
chapter before performing the following steps.
The following steps assume that you have already installed Palm Desktop 
software. See“Step 3: Install software” in Chapter 1 if you have not installed this 
software.
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To perform a HotSync operation on a Mac computer:
1.Plug the HotSync cable into the port on the bottom of your handheld.
2.Make sure that HotSync Manager is enabled: Double-click 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.
4.Tap the Star icon  on the Home screen. 
						

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The HotSync Progress dialog box appears, followed by the Select User 
dialog box.
5.In the Select User dialog box, select the username you entered when you 
installed the Palm Desktop software, and then click OK.
The HotSync Progress dialog box reappears, and synchronization begins.
6.Wait for a message on your handheld indicating that the process is complete.
After the HotSync process is complete, you can unplug the cable from your 
handheld.
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. 
IMPORTANTIf you are synchronizing data between Microsoft Outlook and your 
handheld, you can customize the conduit settings from your handheld by selecting 
Microsoft Outlook from the HotSync Options menu. For complete details about 
MS Outlook conduit settings, see the MS Outlook conduit help in HotSync Manager. 
Follow these steps to access MS Outlook conduit help:
--Click the HotSync Manager icon   in the Windows system tray.
--Select Custom.
--Select one of the Outlook conduits from the list. 
--Select Change.
--Tap the Help icon.
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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 Calendar, Contacts, Palm™ Photos, Note Pad, Tasks, 
and Memos, Palm Desktop software includes System and Install conduits. The 
System conduit backs up the system information stored on your handheld, 
including Graffiti
® 2 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 (lower-right corner of 
the taskbar).
You can also click the HotSync command on the Palm Desktop software 
menu bar.
2.From HotSync Manager menu, select Custom.
3.Select the appropriate username from the list.
4.Select an application in the Conduit list.
5.Click Change.
6.For each application, click the direction in which you want to write data, or click 
Do Nothing to skip data transfer for an application.
Changing 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 box.
7.Click OK.
8.Click Done to activate your settings.
To customize HotSync application settings on a Mac computer:
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.
5.Click Conduit Settings. 
						

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6.For each application, click the direction in which you want to write data, or click 
Do Nothing to skip data transfer for an application.
Changing 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.Close the Conduit Settings window.
Conducting infrared 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 
cable. 
NOTEYou may experience problems attempting to synchronize large amounts of 
information using an infrared HotSync operation. The operation may time out before 
all the information has been synchronized.
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 
Infrared Data Association (IrDA) standards.
nYour computer must have an enabled IR 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. 
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.  
						

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To configure HotSync Manager for infrared communication on a Windows computer:
nClick HotSync Manager icon   in the Windows system tray, and make sure 
that Infrared is selected. 
– If you have an Infrared option on HotSync Manager menu, and that option 
is selected, skip to “Performing an infrared HotSync operation.”
– If you do not have an Infrared option on HotSync Manager menu, complete 
the following steps:
a.Make sure that Local Serial is selected on the menu.
b.From 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.
NOTEYou can continue using the HotSync cable while HotSync Manager is 
configured for infrared communication.
To configure HotSync Manager for infrared communication on a Mac computer:
1.Double-click HotSync Manager icon in the Palm folder.
2.In the HotSync Controls tab, select Enabled.
3.Click the Connection Settings tab.  
						

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4.Select the On check box next to IR port.
5.Close the HotSync Software Setup window. 
Performing an infrared HotSync operation
After you complete the steps to prepare for performing an infrared HotSync 
operation, it’s easy to perform the actual operation. 
To perform an infrared 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 then select IR to a PC/Handheld.
5.Position the IR port of your handheld within a couple of inches of the IR port of 
your computer.
6.Tap the HotSync icon to start the infrared HotSync operation.
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Mac OS X
Tap here to start 
IR HotSync 
operation 
						

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Returning to cable HotSync operations
It’s easy to return to using the cable for HotSync operations.
If you are using the USB cable, you can continue using it while HotSync Manager 
is configured for infrared communication. Use the following instructions to return 
to local USB cable HotSync operations only when necessary, such as when you 
have disconnected the cable from the USB port.
To return to local USB cable HotSync operations on a Windows computer:
1.If necessary, connect the 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 then select 
Local USB if it is not already selected. 
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.
The next time you want to perform a HotSync operation, just tap the HotSync icon 
on the Home Screen, as you always did before.
Conducting network HotSync operations
When you use the network HotSync technology, you can take advantage of the 
local area network (LAN) and wide area network (WAN) connectivity available in 
many office environments. Network HotSync technology enables you to perform 
a HotSync operation by using a cable that is connected to any computer on your 
LAN or WAN (provided that the computer connected to the cable also has the 
network HotSync technology installed, your computer is on, and 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.  
						

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Everything you need for connecting to your company’s dial-in server using your 
desktop computer is included with Palm Desktop 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.
3.From the HotSync Manager menu, select Setup.
4.Click the Network tab and make sure your username has a checkmark next to 
it. If the checkmark is not there, click the check box next to your username.
5.Click OK.
6.Plug the HotSync cable into your handheld, and then 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  .