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Sony Peg S360 Clie Handheld Instructions Manual

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    							111Chapter3Exchanging and updating data using a HotSync®  operation
    Continued on next page
    Customizing HotSync application settings (Conduit)
    What is a “Conduit”?
    For each application, you can define a set of options that determines how
    records are handled during synchronization. These options are called
    “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 then 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.
    Advanced HotSync® operations 
    						
    							112Chapter3Exchanging and updating data using a HotSync®  operation
    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.
    Advanced HotSync® operations 
    						
    							113Chapter3Exchanging and updating data using a HotSync®  operation
    Continued on next page
    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 USB cable.
    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.
    •Which port number 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 have to allocate a virtual port to
    an IR HotSync operation.
    1Click the HotSync  icon in the Windows task tray (bottom-
    right corner of the taskbar) and then select Local Serial from
    the shortcut menu.
    2Click the HotSync  icon in the Windows task tray again
    and then select Setup from the shortcut menu.
    The setup dialog box is displayed.
    Advanced HotSync® operations 
    						
    							114Chapter3Exchanging and updating data using a HotSync®  operation
    Continued on next page
    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 then adjust downward if you
    experience problems.
    4Tap OK.
    Your computer is ready to perform an IR HotSync operation.
    Note
    When performing a local HotSync operation with the USB cable  after you make the
    HotSync Setup settings for an IR HotSync operation, you should restore the local
    HotSync settings. For details, see “To restore the local HotSync settings” on page 115.
    Performing an IR HotSync operation
    After you prepare your computer and your CLIÉ handheld, and then select
    your Conduit Setup options, you are ready to perform an IR HotSync
    operation.
    1Rotate 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 dialog box appears.
    2Tap Local.
    3Tap the arrow V beneath the HotSync icon and then 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.
    Advanced HotSync® operations 
    						
    							115Chapter3Exchanging and updating data using a HotSync®  operation
    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 USB cable to your computer.
    2Click the HotSync  icon in the Windows task tray and clear
    the check mark of Local Serial from the shortcut menu.
    3Click the HotSync  icon in the Windows task tray again and
    then select Setup from the shortcut menu.
    The setup dialog box is displayed.
    4Click the Local tab to display the setting for a local HotSync
    operation as needed.
    5Click OK.
    Your computer is now ready to perform a local HotSync operation.
    Advanced HotSync® operations 
    						
    							116Chapter3Exchanging and updating data using a HotSync®  operation
    Continued on next page
    Conducting a HotSync operation via modem
    You can use a modem to synchronize your CLIÉ handheld when you are
    away from your computer. A HotSync operation via modem allows you to
    back up your CLIÉ data to your computer away from your computer.
    Notes
    •The first HotSync operation must be local, using the USB cable. 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, we suggest you
    define the files and/or applications you synchronize during a modem HotSync
    operation in advance. For details, see “To select the conduits for a modem HotSync
    operation” on page 120.
    Before you start performing a HotSync operation via modem
    Check the following:
    •A modem or terminal adapter is connected to your computer.
    •The CLIÉ Modem PEGA-MD700 (not supplied) must be connected to
    your CLIÉ handheld.
    •The Palm Desktop for CLIÉ software must be properly configured for use
    with the modem.
    Advanced HotSync® operations
    Your CLIÉ handheld
    away from your PCA HotSync operation
    with the PC at home 
    						
    							117Chapter3Exchanging and updating data using a HotSync®  operation
    Continued on next page
    Preparing your computer
    There are a few steps you must perform 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.
    1Check the following to prepare your computer for a modem
    HotSync operation:
    •The computer modem must be connected to your computer and
    both the modem and computer are turned on.
    •No communication applications, such as fax or telephony software,
    are running on 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 then select Modem from the
    shortcut menu.
    3Click the HotSync  icon in the Windows task tray again
    and then select Setup from the shortcut menu.
    The Setup dialog box is displayed.
    4Click the Modem tab.
    Advanced HotSync® operations 
    						
    							118Chapter3Exchanging and updating data using a HotSync®  operation
    Continued on next page
    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 then 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 face plate for its type or settings. If you’re not
    sure of your modem type or your modem doesn’t 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 then
    press the Jog Dial navigator. Or tap the HotSync 
     icon on
    the Application Launcher screen.
    The HotSync dialog box appears.
    2Tap Modem.
    Advanced HotSync® operations 
    						
    							119Chapter3Exchanging and updating data using a HotSync®  operation
    Continued on next page
    3Tap the arrow V beneath the HotSync icon and then select
    the modem type from the drop-down list.
    Select Sony CLIÉ Modem.
    4Tap the Enter Phone # field.
    The Phone Setup dialog box is displayed.
    5When using Sony CLIÉ Modem PEGA-MD700, skip to step 6.
    When using another modem or adapter, change the settings
    as follows:
    1Enter the telephone number used to access the modem connected
    to your computer.
    If needed, enter a dial prefix (such as “9”) to access an outside line,
    and then 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’re using for your CLIÉ handheld has Call
    Waiting, select the “Disable call waiting” check box to avoid an
    interruption during the modem HotSync operation.
    Advanced HotSync® operations 
    						
    							120Chapter3Exchanging and updating data using a HotSync®  operation
    Continued on next page
    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 122.
    6Tap OK.
    The HotSync screen is displayed again.
    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/or 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 then 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 then tap Conduit Setup.
    The Conduit Setup screen is displayed.
    Advanced HotSync® operations 
    						
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