Sony Clie Peg Sj30 Color Handheld Instructions Manual

							Chapter 3
Exchanging and updating data
using a HotSync
® operation
This chapter describes how to select HotSync® operation options and how to perform
a HotSync operation via USB cable, infrared communications port, or network. Other
advanced HotSync operations include how to use file link functions and how to
import data from Windows applications.
Contents
What is a HotSync® operation? .............................................. 102
Performing a local HotSync
® operation with the USB cable ... 103
Using the Palm™ Desktop for CLIÉ software .......................... 105
Starting the Palm™ Desktop for CLIÉ software .................. 105
Basic operations of the Palm Desktop for CLIÉ software ..... 105
Locating the Palm Desktop for CLIÉ components ................ 106
Advanced HotSync
® operations .............................................. 107
Setting the HotSync® setup options ................................... 107
Customizing HotSync application settings (Conduit) ........... 109
Conducting an IR HotSync operation .................................. 111
Conducting a HotSync operation via modem ...................... 114
Conducting a HotSync operation via a network .................. 120
Importing data from a Windows application ....................... 125
Synchronizing with external data (File Link) ........................ 127 
						

							Chapter 3Exchanging and updating data using a HotSync® operation102
What is a HotSync® operation?
A HotSync® operation is a one-step operation that allows you to
synchronize data between your CLIÉ handheld and your computer. With
just one press on the HotSync button, you can synchronize your CLIÉ
handheld application data with the Palm
™ Desktop for CLIÉ software data
on your computer, back up the data of your CLIÉ handheld on your
computer, or install add-on applications.
1Synchronize the Date Book, Address Book, To Do List, and Memo Pad
data on your CLIÉ handheld and your computer. The Palm Desktop for
CLIÉ software can manage the data of multiple CLIÉ handhelds
independently.
2Back up the data stored on your CLIÉ handheld onto your computer.
Synchronization ensures that your data is always safe and up-to-date. In
case you need to perform a hard reset, a HotSync operation allows you to
restore the data.
3Import the data on your computer or install add-on applications onto
your CLIÉ handheld. 
						

							Chapter 3Exchanging and updating data using a HotSync® operation103
Performing a local HotSync® operation with
the USB cable
This section describes how to perform a HotSync® operation using the USB
cable (local HotSync), assuming that you have performed all the necessary
preparations and installations for your CLIÉ handheld and your computer.
For the required preparations and software installation, and for information
on performing a HotSync for the first HotSync operation, see the Read This
First manual. 
1Connect the CLIÉ handheld to the USB cable.
2On your CLIÉ Handheld, rotate the Jog Dial™ navigator to
select HotSync and then press the Jog Dial navigator. Or tap
the HotSync 
 icon on the Application Launcher screen.
The HotSync screen appears on your CLIÉ handheld.
3Tap the HotSync  icon.
The HotSync operation starts.
When the HotSync operation is complete, a message showing the
HotSync completion is displayed on your CLIÉ handheld.
Note
Do not disconnect your CLIÉ handheld from the USB cable until the HotSync operation
is complete. Otherwise, the Palm Desktop for CLIÉ software may not quit normally.
If the HotSync operation does not start
Make sure that the HotSync 
 icon is displayed in the Windows task tray on your
computer screen and Local Serial is not selected from the shortcut menu. If the HotSync
 icon is not shown in the task tray, click Start, point to Programs (All Programs in
Windows® XP), Sony Handheld, and click HotSync Manager. Tap the HotSync  icon
on your CLIÉ handheld to start the HotSync operation.
Continued on next page 
						

							Chapter 3Exchanging and updating data using a HotSync® operation104
Performing a local HotSync® operation with the USB cable
If a message stating that the selected COM port is not available is
displayed
Follow the procedures below. If the same message appears again, uninstall
the Palm Desktop for CLIÉ software and re-install it.
1Click the HotSync  icon in the Windows® task tray
(bottom-right corner of the taskbar).
A shortcut menu is displayed.
2Make sure that Local USB is selected.
If it is not selected, click Local USB to select it.
Notes
•Do not disconnect your CLIÉ handheld from the USB cable during a HotSync
operation.
•Do not press the HotSync button during a HotSync
® operation. It might cause errors
and force the operation to quit.
•Do not enter power saving mode during a HotSync operation. If your computer
enters power saving mode during a HotSync operation, the HotSync Manager will be
forced to quit.
To change the user name
1In the Palm™ Desktop for CLIÉ window, click Users from the
Tools menu.
The Users dialog box is displayed.
2Click the user name you want to change in the list box and
click Rename.
The Rename User dialog box is displayed.
3Enter a new user name and click OK.
Your CLIÉ handheld user name is changed at the next HotSync operation. 
						

							Chapter 3Exchanging and updating data using a HotSync® operation105
Using the Palm™ Desktop for CLIÉ software
The Palm™ Desktop for CLIÉ software duplicates Date Book, Address Book,
To Do List, and Memo Pad applications on your CLIÉ handheld, so you can
view, enter, and modify data stored on your CLIÉ handheld with your
computer. You can also import data from Windows software onto your CLIÉ
handheld.
Starting the PalmTM Desktop for CLIÉ software
Double-click the Palm Desktop for CLIÉ software icon on the
Windows desktop or click Start, select Programs (All Programs in
Windows XP), Sony Handheld, and click Palm Desktop for CLIÉ.
The Palm Desktop for CLIÉ software starts.
To quit the Palm Desktop for CLIÉ software
Click the close button in the upper right of the screen or click File, and
then Exit.
Basic operations of the Palm Desktop for CLIÉ software
Click the icon of the application that you want to use. The screen switches to
the selected application screen.
Basic operations for each application are the same as those of the
corresponding CLIÉ application. For details, see the Palm Desktop online
help. To display the online help, click Help and then Palm Desktop Help. 
						

							Chapter 3Exchanging and updating data using a HotSync® operation106
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. 
						

							Chapter 3Exchanging and updating data using a HotSync® operation107
Advanced HotSync® operations
Setting the HotSync® setup options
You can change how to start the HotSync®
 Manager or make 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 
						

							Chapter 3Exchanging and updating data using a HotSync® operation108
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 114 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 120 for
more information.
5Click OK. 
						

							Chapter 3Exchanging and updating data using a HotSync® operation109
Advanced HotSync® operations
Customizing HotSync application settings (Conduit)
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 a
“conduit.” 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 appropriate 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 
						

							Chapter 3Exchanging and updating data using a HotSync® operation110
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.