Sony Clie PEG-NR70V/U, PEG-NR70/U Handheld Operating Instructions
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Chapter3Exchanging and updating data using a HotSync® operation111 Using the Palm™ Desktop for CLIÉ software Locating the Palm Desktop for CLIÉ components 1List pane Displays the records in the current Desktop application. 2Application Launch bar Provides one-click access to each Desktop application. Click an icon to open its associated application. 3Install Tool icon Displays the Install Tool dialog box to select the application you want to install on your CLIÉ handheld the next time you perform a HotSync® operation. 4User name display Displays the user name of the owner of the information being displayed. 5Record pane Displays full details of the record that is selected in the List pane. The information displayed here is the same as that displayed on your CLIÉ handheld’s Details screen.
Chapter3Exchanging and updating data using a HotSync® operation112 Advanced HotSync® operations Setting the HotSync® setup options You can change how to start the HotSync® Manager and configure the local HotSync settings. 1Click the HotSync icon in the Windows® task tray (bottom-right corner of the taskbar), and select Setup from the shortcut menu. The Setup dialog box appears. 2Click the General tab to select one of the following options. If you are not sure which option to use, keep the default setting (always available): •Always available: Adds the HotSync Manager to the Startup folder and starts the HotSync Manager to monitor the USB port as soon as Windows is started. This allows you to perform a HotSync operation even when the Palm Desktop for CLIÉ software is not running. •Available only when the Palm Desktop is running: Starts the HotSync Manager when you start the Palm Desktop for CLIÉ software. •Manual: Starts the HotSync Manager only when you select HotSync Manager from the Windows Start menu. Continued on next page
Chapter3Exchanging and updating data using a HotSync® operation113 Advanced HotSync® operations 3Click the Modem tab to display the modem settings and adjust the options as needed. See “Conducting a HotSync® operation via modem” on page 119 for more information. 4If you are attached to a network, click the Network tab to display the network settings and adjust the options as needed. See “Conducting a HotSync® operation via a network” on page 125 for more information. 5Click OK.
Chapter3Exchanging and updating data using a HotSync® operation114 Advanced HotSync® operations Customizing HotSync application settings (Conduits) What is a “Conduit”? For each application, you can define a set of options that determine how records are handled during synchronization. These options are called “conduits.” By default, a HotSync ® operation synchronizes all files between your CLIÉ handheld and the Palm Desktop for CLIÉ software. In general, you should leave the settings as they are to synchronize all files. The only reason you might want to change these settings is to overwrite data on either your CLIÉ handheld or the Palm Desktop for CLIÉ software or to avoid synchronizing a particular type of file because you do not use it. In addition to the conduits for Date Book, Address Book, To Do List, and Memo Pad, the Palm Desktop for CLIÉ software offers System and Install conduits. The System conduit backs up the system information stored on your CLIÉ handheld. The Install conduit installs add-on applications to your CLIÉ handheld. 1Click the HotSync icon in the Windows task tray (bottom- right corner of the taskbar), and select Custom from the HotSync Manager menu. Or, select Custom from the HotSync menu of the Palm Desktop for CLIÉ software. The Custom dialog box appears. 2Select the user name you are using on your CLIÉ handheld from the drop-down list. 3Select an application in the Conduit list. Continued on next page
Chapter3Exchanging and updating data using a HotSync® operation115 Advanced HotSync® operations 4Click Change. The Change HotSync Action dialog box appears. 5Click the direction in which you want to write data, or click Do nothing. 6Click OK. 7Repeat steps 2 through 6 to change conduit settings for other applications (or users). 8Click Done. Notes •Any change in 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, check the Set as default box. •To restore the default settings, click Default in the Custom dialog box.
Chapter3Exchanging and updating data using a HotSync® operation116 Advanced HotSync® operations Conducting an IR HotSync operation You can use the IR (infrared) port of your CLIÉ handheld to perform an IR HotSync® operation with a computer equipped with an IrDA (Infrared Data Association) IR port. An IR HotSync operation allows you to perform a HotSync operation without using the cradle. Before you start performing an IR HotSync operation Check the following: • Your computer is equipped with an infrared port supporting the IrDA standards. • The infrared port of your computer is enabled for Windows use. To enable the IR port with Windows, see the manual of the computer you are using or the Windows online help. • The port number that is allocated to the infrared port. Check the infrared port number in the Infrared Monitor in the Control Panel. For information on the Infrared Monitor, see the manual of the computer you are using or the Windows online help. Preparing your computer To perform an IR HotSync operation, you must allocate a virtual port to an IR HotSync operation. Note When performing a local HotSync operation with the cradle after you make the HotSync Setup settings for an IR HotSync operation, you must restore the local HotSync settings. For details, see “To restore the local HotSync settings” on page 118. Windows 98 Second Edition/Windows Me users: 1Click the HotSync icon in the Windows task tray (bottom- right corner of the taskbar), and select Local Serial from the shortcut menu. 2Click the HotSync icon in the Windows task tray again, and select Setup from the shortcut menu. The setup dialog box is displayed. Continued on next page
Chapter3Exchanging and updating data using a HotSync® operation117 Advanced HotSync® operations 3Click the Local tab to change the setting for an IR HotSync operation as needed. •Serial Port: Specifies a virtual port for an infrared port. If you are not sure of the connection port, see the Infrared Monitor in the Windows Control Panel. •Speed: Determines the speed at which data is transferred. Try the “As Fast As Possible” rate first, and adjust downward if you experience problems. 4Tap OK. Your computer is ready to perform an IR HotSync operation. Windows 2000 Professional/Windows XP users: Click the HotSync icon in the Windows task tray (bottom- right corner of the taskbar), and select IR from the shortcut menu. Your computer is ready to perform an IR HotSync operation. Performing an IR HotSync operation After you prepare your computer and your CLIÉ handheld and select your Conduit Setup options, you are ready to perform an IR HotSync operation. 1Rotate the Jog Dial™ navigator to select HotSync, and press the Jog Dial navigator. Or tap the HotSync icon on the Application Launcher screen. The HotSync dialog box appears. 2Tap Local. 3Tap the arrow V beneath the icon, and select IR to a PC/ Handheld from the drop-down list. 4Point the IR port of your CLIÉ handheld directly at the IR port of the receiving computer. Continued on next page
Chapter3Exchanging and updating data using a HotSync® operation118 Advanced HotSync® operations Tip For best results, your computer and your CLIÉ handheld should be 4 to 8 inches (approximately 10 to 20 centimeters) apart, and the path between your CLIÉ handheld and the computer must be clear of obstacles. 5Tap the icon. The HotSync operation starts. Wait for the message showing that the HotSync operation is complete. To restore the local HotSync settings 1Connect the cradle to your computer. 2Click the HotSync icon in the Windows task tray, and clear the check mark of Local USB from the shortcut menu. 3Click the HotSync icon in the Windows task tray again, and select Setup from the shortcut menu. The setup dialog box is displayed. 4Click the Local tab. 5Adjust the setting for a local HotSync operation as needed. 6Click OK. Your computer is now ready to perform a local HotSync operation.
Chapter3Exchanging and updating data using a HotSync® operation119 Advanced HotSync® operations Conducting a HotSync operation via modem You can use a modem to synchronize and back up your CLIÉ handheld when you are away from your computer. Notes •The first HotSync operation must be local, using the cradle. After that, you can perform a modem HotSync operation. •It may take many minutes to complete a HotSync operation via modem. To minimize the time required to synchronize data with a modem, define the files and applications you synchronize during a modem HotSync operation in advance. For details, see “To select the conduits for a modem HotSync operation” on page 123. Before you start performing a HotSync operation via modem Verify the following: •A modem or terminal adapter is connected to your computer. •The Palm Desktop for CLIÉ software is properly configured for use with the modem. modem+ A HotSync operation with the PC at home Your CLIÉ handheld away from your PC
Chapter3Exchanging and updating data using a HotSync® operation120 Advanced HotSync® operations Preparing your computer The following steps must be performed to prepare your computer for a modem HotSync operation. Be sure to perform these steps before you leave your office or home so that your computer is ready to receive a call from your CLIÉ handheld. 1Verify the following to prepare your computer for a modem HotSync operation: •The computer modem is connected to your computer, and both the modem and computer are turned on. •No communication applications, such as fax or telephony software, are using the COM port. •The computer is disconnected from all online services. This helps to avoid conflicts with the COM port. 2Click the HotSync icon in the Windows task tray (bottom- right corner of the taskbar), and select Modem from the shortcut menu. 3Click the HotSync icon in the Windows task tray again, and select Setup from the shortcut menu. The Setup dialog box is displayed. 4Click the Modem tab. Continued on next page