Palm M505 Color Handhelds Instructions Manual

							Chapter 7 Page 191
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. 
6. Tap OK.
Performing a HotSync operation via a modem
After you prepare your computer and your handheld, and select your 
Conduit Setup options, you are ready to perform a modem HotSync 
operation.
To perform a modem HotSync operation:
1. Tap the Applications icon  . 
2. Tap the HotSync icon  . 
3. Tap the Modem icon   to dial the Palm Desktop modem and 
synchronize the applications.
4. Wait for the HotSync operation to complete. If you have any 
problems conducting a successful HotSync operation, see 
Appendix B. 
						

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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. 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.
nYou have a remote access account. 
Everything you need to connect to your company’s dial-in server 
(network modem) is included with Palm Desktop software and 
handheld software. 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. Put 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  
						

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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-separated (*.csv)
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.
Note:The File Link feature is not available in Palm Desktop software 
for the Macintosh. 
						

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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 on a Windows computer:
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.). 
						

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To create a user profile on a Macintosh:
1. Open Palm Desktop software.
2. From the User pop-up menu, choose Edit Users.
3. Click New Profile.
4. Enter a unique name for the profile and click OK.
5. Close the Users window.
6. From the User pop-up menu, choose the new profile.
7. Create the data for the profile (such as a company phone list).
8. From the HotSync menu, choose Conduit Settings.
9. Select the conduit settings for the profile. See “Customizing 
HotSync application settings” earlier in this chapter for details.
To use a profile for the first-time HotSync operation 
on a Windows computer:
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. 
						

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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.
To use a profile for the first-time HotSync operation 
on a Macintosh:
1. Connect the new handheld to the HotSync cradle.
2. Press the HotSync button   on the cradle.
3. Select the profile you want to load on the handheld, and click OK 
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. 
						

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Chapter 8
Setting Preferences for
Your Handheld
The Preferences screens enable you to customize the configuration 
options on your handheld, including the following:
GeneralSet the auto shut-off interval, the Stay on in cradle 
feature, the system, alarm, and game sounds, the 
Alarm Vibrate and LED features, and the Beam 
Receive feature.
Date and 
Time Set the date, time, time zone, and Daylight Saving 
switch.
FormatsSet the country default and the formats for dates, 
times, calendar, and numbers.
ConnectionConfigure cradle, modem, and infrared 
communication settings.
OwnerAssign your name, phone number, and other owner 
information to your handheld.
ButtonsAssign different applications to the buttons on the 
front panel of your handheld and the HotSync® 
button on the cradle, and reassign the full-screen pen 
stroke command.
ShortCutsDefine a list of Graffiti® abbreviations.
DigitizerCalibrate the screen on your handheld.
NetworkConfigure your handheld for use with a network.
PhoneConfigure your handheld to communicate with a 
wireless phone. You must first install the 
appropriate driver for your phone. To use this 
feature, you must use Palm™ Mobile Connectivity 
Software. 
						

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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 associate different 
applications with the buttons on the front of the handheld. 
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.
Any changes you make in the Buttons Preferences screen become 
effective immediately; you do not have to change to a different screen 
or application.
If you assign a different application to a button, you can still access the 
original application using the Applications Launcher. 
To change the Buttons preferences:
1. Tap the pick list next to the button you want to re-assign.
2. Tap the application that you want to assign to the button.
Web 
ClippingConfigure your handheld to make a wireless internet 
connection. To use this feature, you must use Palm 
Mobile Connectivity Software.
Tap arrow to 
show pick list