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Palm M515 Color Handheld Instructions Manual

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    							Chapter 7 Page 171
    Chapter 7
    Advanced HotSync® 
    Operations
    HotSync® technology enables you to synchronize data between one or 
    more Palm OS® handhelds and Palm™ Desktop software or another 
    PIM such as Microsoft Outlook. To synchronize data, you must 
    connect your handheld and Palm Desktop software. You can 
    synchronize your data either directly or indirectly. Direct methods 
    include placing your handheld in the cradle attached to your 
    computer, or using infrared communications. Indirect methods 
    include using a modem, or using network HotSync technology. 
    This chapter describes how to select HotSync options and perform a 
    HotSync operation via infrared communications, a modem, or a 
    network. See “Exchanging and updating data: HotSync operations” in 
    Chapter 5 for information about performing your first and subsequent 
    local HotSync operations.
    Selecting HotSync setup options
    You can choose when you want HotSync Manager to run. If necessary, 
    you can adjust the local and modem HotSync settings as well.
    To set the HotSync options on a Windows computer:
    1. Click the HotSync Manager icon in the Windows system tray.
    2. Choose Setup. 
    						
    							Page 172  Advanced HotSync® Operations
    3. Click the General tab and select one of the following options:
    Tip:If you’re not sure which option to use, keep the default 
    setting: Always available.
    4. If you are using a serial cradle, click Local tab to display the 
    settings for the connection between your computer and the 
    handheld cradle, and adjust the following options as needed. 
    Note:If you are using the USB cradle, you do not need to use the 
    settings on the Local tab for a direct HotSync operation. 
    Always 
    availableAdds HotSync Manager to the Startup 
    folder and constantly monitors the 
    communication port for synchronization 
    requests from your handheld. With this 
    option, the HotSync Manager synchronizes 
    data even when Palm Desktop software is 
    not running.
    Available only 
    when Palm 
    Desktop 
    software is 
    runningStarts HotSync Manager and monitors 
    requests automatically when you open Palm 
    Desktop software.
    ManualMonitors requests only when you select 
    HotSync Manager from the Start menu. 
    						
    							Chapter 7 Page 173
    5. Click the Modem tab to display the modem settings and adjust the 
    options as needed. See “Conducting a HotSync operation via 
    modem” later in this chapter for more information.
    6. If 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” later in this 
    chapter for more information.
    7. Click OK.
    Serial PortIdentifies the port that HotSync Manager uses 
    to communicate with the cradle. The Palm 
    Desktop installation software automatically 
    detects the port to which you connected the 
    cradle. If necessary, you can change the port 
    selection.
    Note:Your handheld cannot share this port 
    with an internal modem or other 
    device. 
    SpeedDetermines the speed at which data is 
    transferred between your handheld and Palm 
    Desktop software. Try the As Fast As Possible 
    rate first, and adjust downward if you 
    experience problems. This setting allows Palm 
    Desktop software and your handheld to find 
    and use the fastest speed. 
    						
    							Page 174  Advanced HotSync® Operations
    To set the HotSync options on a Macintosh:
    1. Double-click the HotSync Manager icon in the Palm folder.
    2. Click the HotSync Controls tab and select any of the following 
    options:
    HotSync 
    Enabled/
    DisabledActivates the serial port monitor and prepares 
    your Macintosh to synchronize with your 
    handheld. By default, the serial port monitor is 
    enabled whenever you start your Macintosh. 
    Keep this default if your HotSync cradle is 
    always connected to a specific port (USB, 
    serial, or modem). If, however, you use the 
    same port for other devices besides the 
    HotSync cradle, disable the serial port monitor 
    and then enable it manually only when you 
    connect the cradle to perform a HotSync 
    operation. 
    Enable 
    HotSync 
    software at 
    system 
    startupActivates the serial port monitor automatically 
    each time you start your computer. If this 
    option is not checked, you must open HotSync 
    Manager and select the Enabled option before 
    you can perform a HotSync operation.
    Show more 
    detail in 
    HotSync LogIncludes more troubleshooting information in 
    the log that is generated when you perform a 
    HotSync operation. 
    						
    							Chapter 7 Page 175
    3. If you are using the optional serial cradle, click the Serial Port 
    Settings tab and select any of the following options.
    Note:If you are using the USB cradle, you do not need to adjust 
    the settings on the Serial Port Settings tab for a direct 
    HotSync operation; they are automatically set when you 
    perform the first HotSync operation.
    Check for a 
    handheld 
    connection 
    usingSelect the method you use to synchronize your 
    handheld and your desktop applications:
    Local Setup. Synchronizes while your 
    handheld and HotSync cradle are connected to 
    this Macintosh.
    Modem Setup. Synchronizes while your 
    handheld communicates to this Macintosh 
    across a telephone line. 
    Both Setups. Synchronizes using the HotSync 
    cradle, or through the modem; HotSync 
    Manager monitors both connections for 
    communication from a handheld.
    Note:  Choosing Both Setups prevents you 
    from using either port for other 
    operations such as printing, faxing, or 
    AppleTalk networking. 
    						
    							Page 176  Advanced HotSync® Operations
    Local SetupEnables you to perform HotSync operations 
    using the HotSync cradle that is connected to 
    your Macintosh. If you are using the USB 
    cradle for a direct HotSync operation, you do 
    not need to set these options; set them if you 
    are using the optional serial cradle:
    nSpeed. Determines the speed at which data 
    is transferred between your handheld and 
    Palm Desktop software. Try the As Fast As 
    Possible rate first, and adjust downward if 
    you experience problems. This setting 
    allows Palm Desktop software and your 
    handheld to find and use the fastest speed.
    nPort. Identifies the port that Palm Desktop 
    software uses to communicate with the 
    HotSync cradle. Select the port where you 
    connected the HotSync cradle. If you 
    perform IR HotSync operations, select 
    Infrared port.
    Modem SetupEnables you to perform HotSync operations 
    across a telephone line. To do this you must 
    purchase an optional add-on modem 
    accessory for your handheld, have a modem 
    connected to your Macintosh, and set the 
    following options:
    nModem. Identifies the type of modem 
    connected to your Macintosh. If your 
    modem does not appear on the list, use the 
    Hayes setting, or choose Custom to enter a 
    command string. Refer to the manual that 
    came with your modem to find the 
    appropriate command string. 
    						
    							Chapter 7 Page 177
    Note:You can set both Local and Modem settings and prepare 
    your Macintosh to synchronize using the HotSync cradle 
    or a modem. However, choosing both setups prevents 
    you from using either port for other operations such as 
    printing, faxing, or AppleTalk networking. 
    4. Close the HotSync Software Setup window. 
    Modem Setup 
    (continued)nPort. Identifies the port that Palm Desktop 
    software uses to communicate with the 
    modem. Select the USB, modem or printer 
    port where you connected the modem 
    cable. 
    nModem Speaker. Activates the modem’s 
    speaker. If you are having trouble 
    connecting, turn on this option to make 
    sure the modem connected to your 
    Macintosh is responding to incoming calls. 
    						
    							Page 178  Advanced HotSync® Operations
    Customizing HotSync application 
    settings
    For each application, you can define a set of options that determines 
    how records are handled during synchronization. These options are 
    called a “conduit.” By default, a HotSync operation synchronizes all 
    files between the handheld and Palm Desktop software. 
    In general, you should leave the settings to synchronize all files. The 
    only reason you might want to change these settings is to overwrite 
    data on either your handheld or Palm Desktop software, or to avoid 
    synchronizing a particular type of file because you don’t use it.
    In addition to the conduits for Date Book, Address Book, To Do List, 
    Memo Pad, and Expense, Palm Desktop software includes System and 
    Install conduits. The System conduit backs up the system information 
    stored on your handheld, including Graffiti
    ® ShortCuts. The Install 
    conduit installs add-on applications on your handheld. 
    To customize HotSync application settings on a 
    Windows computer:
    1. Click the HotSync icon ™ in the Windows system tray (bottom-
    right corner of the taskbar).
    Tip:You can also click the HotSync command on the Palm 
    Desktop software menu bar.
    2. From the HotSync Manager menu, choose Custom.
    3. Select the appropriate user name from the list.
    4. Select an application in the Conduit list. 
    						
    							Chapter 7 Page 179
    5. Click Change.
    6. Click the direction in which you want to write data, or click Do 
    Nothing to skip data transfer for an application.
    Note:Changing 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, select the Set As Default box. 
    Thereafter, whatever you selected as the default setting is 
    used when you click the Default button in the Custom 
    dialog.
    7. Click OK.
    8. Repeat steps 4 through 7 to change conduit settings for other 
    applications.
    9. Click Done to activate your settings.
    To customize HotSync application settings on a Macintosh:
    1. Double-click the Palm Desktop icon in the Palm folder.
    2. From the HotSync menu, choose Conduit Settings. 
    						
    							Page 180  Advanced HotSync® Operations
    3. From the User pop-up menu, select the appropriate user name.
    4. Select an application in the Conduit list.
    5. Click Conduit Settings.
    6. Click the direction in which you want to write data, or click Do 
    Nothing to skip data transfer for an application.
    Note:Changing 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, click Make Default. 
    Thereafter, whatever you selected as the default setting is 
    used for HotSync operations.
    7. Click OK.
    8. Repeat steps 4 through 7 to change conduit settings for other 
    applications.
    9. Close the Conduit Settings window. 
    						
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