Sony Clie PEG-NR70V/U, PEG-NR70/U Handheld Operating Instructions
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Chapter3Exchanging and updating data using a HotSync® operation121 Advanced HotSync® operations 5Adjust the following options as needed. •Serial Port: Identifies the port for the modem. If you are unsure of the port assignment, look at the Modem Properties 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. This setting allows the Palm Desktop for CLIÉ software and your CLIÉ handheld to find and use the fastest speed. •Modem: Identifies the modem type or manufacturer. Refer to your modem manual or faceplate for its type or settings. If you are not sure of your modem type or your modem does not match any that appear in the list, select Hayes Basic. •Setup String: Identifies the setup string for your particular modem. Not all modems require a setup string. Refer to your modem manual, and enter a setup string if recommended by the manufacturer. 6Click OK. Preparing your CLIÉ handheld Follow the procedures below to prepare your CLIÉ handheld for a modem 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 Modem. Continued on next page
Chapter3Exchanging and updating data using a HotSync® operation122 Advanced HotSync® operations 3Tap the Enter phone # field. The Phone Setup dialog box is displayed. 4Change the following settings if necessary: 1Enter the telephone number used to access the modem connected to your computer. If necessary, enter a dial prefix (such as “9”) to access an outside line, and tap the Dial prefix check box. You can enter a comma in the field to introduce a “pause” in the dialing sequence. Each comma equals a two second pause. 2If the phone line you are using for your CLIÉ handheld has Call Waiting, select the “Disable call waiting” check box to avoid an interruption during the modem HotSync operation. 3If you want to use a calling card to place the call, select the “Use calling card” check box, and enter the calling card number. Note If you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer modem, see “Conducting a HotSync ® operation via a network” on page 125. 5Tap OK. The HotSync screen is displayed again. Continued on next page
Chapter3Exchanging and updating data using a HotSync® operation123 To select the conduits for a modem HotSync operation The Conduit Setup dialog box on your CLIÉ handheld enables you to define which files and applications synchronize during a modem HotSync operation. You can use these settings to minimize the time required to synchronize your data when using a modem. To change the Conduit Setup for a modem 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 screen appears. 2Tap the Menu icon. 3Tap Options, and tap Conduit Setup. The Conduit Setup screen is displayed. 4Tap the check boxes to clear the selection of 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. 5Tap OK. Advanced HotSync® operations
Chapter3Exchanging and updating data using a HotSync® operation124 Performing a HotSync operation via modem After you prepare your computer and your CLIÉ handheld, and select your Conduit Setup options, you are ready to perform a modem 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 screen appears. 2Tap the icon. A HotSync operation starts. Wait for the message showing that the HotSync operation is complete. Advanced HotSync® operations
Chapter3Exchanging and updating data using a HotSync® operation125 Advanced HotSync® operations Conducting a HotSync operation via a network When you use the Network HotSync® application, you can take advantage of the LAN and WAN connectivity available in many office environments. The Network HotSync application enables you to perform a HotSync operation by dialing in to a network (Network Modem Sync) or by using a cradle that is connected to any computer on your LAN or WAN (LAN Sync) (provided that the computer connected to the cradle also has the Network HotSync application installed, your computer is on, and the HotSync Manager is running). To connect to your company’s dial-in server The Network HotSync application requires the following: •Your computer has TCP/IP support installed. •Both your company’s network system and its remote access server support TCP/IP. •You have a remote access account. Everything you need to connect to your company’s dial-in server (network modem) is included in the Palm Desktop for CLIÉ software and your CLIÉ handheld. You need to activate certain features, however, on both the Palm Desktop for CLIÉ software and your CLIÉ handheld. Preparing your computer 1Click the HotSync icon in the Windows task tray, and select Network from the shortcut menu. 2Click the HotSync icon in the Windows task tray again, and select Setup from the shortcut menu. The Setup screen is displayed. 3Click 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. 4Click OK. Continued on next page
Chapter3Exchanging and updating data using a HotSync® operation126 Advanced HotSync® operations 5Place your CLIÉ handheld on the cradle, and press the HotSync button on the front panel of the cradle. The HotSync operation starts. This HotSync operation records the network information about your computer onto your CLIÉ handheld. 6Confirm that your computer‘s network information (Primary PC name and Primary PC address) is entered in your CLIÉ handheld: 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 screen appears. 2Tap the Menu icon. 3Tap Primary PC Setup from the Options menu. The Primary PC Setup screen is displayed. 4On your computer, click the HotSync icon in the Windows task tray, and select Setup from the shortcut menu. 5Click the Network tab, then click TCP/IP Settings to open the TCP/ IP Settings screen. 6Confirm that the Primary PC name and Primary PC address on both screens displayed in sub-steps 3 and 5 match. If they do not match, change the Primary PC name and Primary PC address entered in your CLIÉ handheld, and tap OK. 7On your computer, tap OK to close the TCP/IP Settings screen and the Setup screen. Preparing your CLIÉ handheld and performing a network HotSync operation When dialing into a network (Network Modem Sync) 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 screen appears. 2Tap the Menu icon. Continued on next page
Chapter3Exchanging and updating data using a HotSync® operation127 Advanced HotSync® operations 3Tap Modem Sync Prefs from the Options menu. The Modem Sync Preferences screen is displayed. 4Tap Network. 5Tap OK. The HotSync screen appears again. 6Tap Modem, and tap Select Service. The Preferences screen is displayed. Note See “Changing the Network preferences” on page 177 for information on creating a network connection. 7 Tap the arrow V next to Service, and select a service from the drop-down list. Continued on next page
Chapter3Exchanging and updating data using a HotSync® operation128 Advanced HotSync® operations 8Tap Done. 9Tap the Menu icon. 10Tap Conduit Setup from the Options menu. Follow the instructions in “To select the conduits for a modem HotSync operation ” on page 123. 11 Perform a HotSync operation via modem. Follow the instructions in “Performing a HotSync operation via modem” on page 124. When connecting to the network computer via cable (LAN Sync) 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 screen appears. 2Tap the Menu icon. 3Tap LAN Sync Prefs from the Options menu. The LANSync Preferences screen is displayed. Continued on next page
Chapter3Exchanging and updating data using a HotSync® operation129 Advanced HotSync® operations 4Tap LANSync. 5Tap OK. The HotSync screen appears again. 6 Tap the Menu icon. 7 Tap Conduit Setup from the Options menu. Follow the instructions in “To select the conduits for a modem HotSync operation ” on page 123. 8 Perform a local HotSync operation. Follow the instructions in “Performing a local HotSync operation with the cradle” on page 108.
Chapter3Exchanging and updating data using a HotSync® operation130 Advanced HotSync® operations Importing data from a Windows application If you have data stored in Windows computer applications such as spreadsheets and databases, you can transfer that data to your CLIÉ handheld. Importable file formats Save data in one of the file formats listed below, import it into the Palm Desktop for CLIÉ software, and perform a HotSync® operation to transfer the data to your CLIÉ handheld. The Palm Desktop for CLIÉ software can import data in the following file formats: •Comma delimited (*.csv, *.txt): Address Book and Memo Pad only •Tab separated values (*.tab, *.tsv, *.txt): Address Book and Memo Pad only •vCard File (*.vcf): Address Book only •CSV (Lotus Organizer 2.x/97 Mapping): Address Book only •Text (*.txt): Memo Pad only •Date Book archive (*.dba) •vCal File (*.vcs): Date Book only •Address Book archive (*.aba) •To Do archive (*.tda) •Memo Pad archive (*.mpa) Archive formats can only be used with the Palm Desktop for CLIÉ software. Use the archive file formats to share information with other people who use a Palm OS ® platform handheld or to create a copy of your Palm Desktop for CLIÉ software information.