Palmone VII Wireless Handheld Instructions Manual

							Chapter 7 Page 203
Conducting a HotSync operation 
via a network
When you use the network HotSync technology, you can take 
advantage of the LAN and WAN connectivity available in many office 
environments. The network HotSync technology 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 technology installed, your computer is on, and the 
HotSync Manager is running).
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. (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 your 
handheld. You need to activate the feature, however, on both Palm 
Desktop software and your handheld.
To prepare your computer for a network HotSync operation: 
1. Click the HotSync Manager icon   in the Windows system tray.
2. From the HotSync Manager menu, choose Network.
3. From the HotSync Manager menu, choose Setup. 
						

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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 handheld in the cradle 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 Applications icon  . 
2. Tap the HotSync icon  . 
3. Tap the Menu icon  . 
4. Tap Options, then tap Modem Sync Prefs.
5. Tap Network. 
						

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6. Tap OK.
7. Tap Select Service.
Note:See “Network preferences and TCP/IP software” in Chapter 8 
for information on creating a network connection.
8. Tap Service and select a service.
9. Tap Done.
10. Tap the Menu icon  . 
11. Tap Options, then tap Conduit Setup.
Follow the instructions in “Selecting the conduits for a modem 
HotSync operation” earlier in this chapter.
Tap here 
Tap here  
						

							Page 206  Advanced HotSync® Operations
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 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 7 Page 207
Creating a user profile
If you use the File Link feature to configure several Palm OS 
handhelds 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 handheld 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 handheld. 
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 208  Advanced HotSync® Operations
To use a profile for the first-time HotSync operation:
1. Place the new handheld in the cradle.
2. Press the HotSync button   on the cradle.
3. Click Profiles.
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. 
						

							Chapter 8 Page 209
Chapter 8
Setting Preferences for
Your Handheld
The Preferences screens enable you to customize the configuration 
options on your handheld.
In the Preferences screens, you can do the following:
Buttons
Assign different applications to the buttons on 
the front panel of your handheld and the 
HotSync
® button on the cradle; identify an 
application to open whenever you raise the 
antenna; reassign the full-screen pen stroke 
command.
Digitizer
Calibrate the screen on your handheld.
Formats
Set the country default and the formats for dates, 
times, calendar, and numbers.
General
Set the date and time, the auto shut-off interval, 
the Beam Receive feature, and the system, alarm, 
and game sounds.
Connection
Configure serial, modem, and infrared 
communication settings.
Network
Configure your handheld for use with a network.
Owner
Assign your name, phone number, and other 
owner information to your handheld.
ShortCuts
Define a list of Graffiti
® abbreviations.
Wireless
View your Palm.Net™ address; change the proxy 
server IP address; and receive a warning when a 
wireless transaction is about to transmit your 
identification or location. 
						

							Page 210  Setting Preferences for Your Handheld
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.
Buttons preferences
The Buttons Preferences screen enables you to assign different 
applications to the buttons on the front panel of your handheld and 
the HotSync button on the cradle. 
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.
If you assign a different application to a button, you can still access the 
original application using the Applications Launcher. 
The Buttons Preferences screen also enables you to reassign the full-
screen pen stroke command and identify an application to open 
whenever you raise the antenna. 
Any changes you make in the Buttons Preferences screen become 
effective immediately; you do not have to change to a different screen 
or application.
To reassign the applications buttons:
1. Tap the pick list next to the button you want to reassign.
2. Tap the application that you want to assign to the button.
Tip:Tap Default to restore all of the buttons to their initial settings.
Tap arrow to 
show pick list 
						

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To identify the application that opens when you raise the antenna: 
1. Tap the pick list next to the Applications button.
2. Tap the application you want to open whenever you raise the 
antenna.
Tip:Tap Default to have the Wireless category of the Applications 
Launcher open when you raise the antenna. 
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.
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:
Backlight: Turns the backlight of your handheld on and off.
Keyboard: Opens the onscreen keyboard for entering text.
Drag to top of screen 
						

							Page 212  Setting Preferences for Your Handheld
Graffiti Help: Opens a series of screens that show the complete 
Graffiti character set.
Turn Off & Lock: Turns off and locks the handheld. You must as-
sign a password to lock the handheld. When locked, you need 
to enter the password to use your handheld.
Beam Data: Beams the current record to another Palm OS® hand-
held equipped with an IR port.
3. Tap OK.
HotSync buttons preferences
The Button Preferences screen also enables you to associate different 
applications with the HotSync button on the cradle and the HotSync 
button on the optional PalmModem
® accessory. Any changes 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 PalmModem accessory 
perform their normal HotSync functions.
4. Tap OK.
Tap arrow 
to show 
pick list