Palmone III Personal Handheld Organizer Handbook

							Chapter 5 Page 133
Beaming information
Your Palm III organizer is equipped with an IR (infrared) port that you 
can use to beam information to another Palm Computing connected 
organizer that’s close by and also has an IR port. The IR port is located 
at the top of the organizer, behind the small dark shield. 
You can beam the following information between Palm Computing 
connected organizers:
nThe record currently displayed in Date Book, Address Book, To 
Do List, or Memo Pad
nAll records of the category currently displayed in Address Book, 
To Do List, or Memo Pad
nA special Address Book record that you designate as your 
business card, containing information you want to exchange with 
business contacts
nAn application installed in RAM memory
To select a business card:
1. Create an Address Book record that contains the information you 
want on your business card.
2. Tap the Menu icon  .
3. Tap Record, and then tap Select Business Card.
4. Tap Yes.
To beam a record, business card, or category of records:
1. Locate the record, business card, or category you want to beam.
2. Tap the Menu icon  .
3. Tap Record, and then tap one of the following:
The Beam command for an individual record
In Address Book only: Beam Business Card
Beam Category
4. When the Beam Status dialog box appears, point the IR port 
directly at the IR port of the receiving organizer.
Tip:For best results, Palm III organizers should be between 10 
centimeters (approximately 4 inches) and 1 meter 
(approximately 39 inches) apart, and the path between the two 
devices must be clear of obstacles. Beaming distance to other 
Palm Computing connected organizers may be different. 
						

							Page 134  Communicating Using Your Organizer
5. Wait for the Beam Status dialog box to indicate that the transfer is 
complete before you continue working on your organizer.
To beam an application:
1. Open the Applications Launcher.
2. Tap the Menu icon  .
3. Tap App, and then tap Beam.
4. Tap the application you want to transfer.
Note:Some applications are copy-protected and cannot be 
beamed. These are listed with a lock icon next to them.
5. Tap Beam.
6. When the Beam Status dialog box appears, point the IR port 
directly at the IR port of the receiving organizer.
7. Wait for the Beam Status dialog box to indicate that the transfer is 
complete before you continue working on your organizer.
To receive beamed information:
1. Turn on your organizer.
2. Point the IR port directly at the IR port of the transmitting 
organizer to open the Beam Status dialog box.
3. Tap Yes.
4. Wait for the Beam Status dialog box to indicate that the transfer is 
complete, and then tap OK to display the new entry.
Incoming records are placed in the Unfiled category. 
Tips on beaming information
nYou can press the Address Book application button   for about 
two seconds to beam your business card.
nYou can set the full-screen pen stroke to beam the current entry.
See “Pen preferences” in Chapter 7 for more information. 
nYou can use the Graffiti Command stroke /B to beam the current 
entry.  
						

							Chapter 6 Page 135
Chapter 6
Advanced HotSync® Operations
HotSync® technology enables you to synchronize data between one or 
more Palm Computing® connected organizers and Palm™ Desktop 
software or another PIM such as Microsoft Outlook. To synchronize 
data, you must connect your Palm III™ organizer and Palm Desktop 
software either directly, by placing your organizer in the cradle 
attached to your computer, or indirectly, with a modem or network.
This chapter describes how to select HotSync options and perform a 
HotSync operation via a modem or network. See “Exchanging and 
updating data: HotSync operations” in Chapter 4 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:
1. Click the HotSync Manager icon in the Windows system tray.
2. Choose Setup.
3. Click the General tab and select one of the following options: 
						

							Page 136  Advanced HotSync® Operations
Tip:If you’re not sure which option to use, keep the default 
setting: Always available.
4. Click the Local tab to display the settings for the connection 
between your computer and the organizer cradle, and adjust the 
following options as needed.Always available
Adds HotSync Manager to the Startup folder 
and constantly monitors the communication 
port for synchronization requests from your 
organizer. 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.
Manual
Monitors requests only when you select 
HotSync Manager from the Start menu. 
						

							Chapter 6 Page 137
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 Port
Identifies the port that Palm Desktop software 
uses to communicate with the cradle. This 
selection should match the number of the port 
to which you connected the cradle.
Note:Your organizer cannot share this port 
with an internal modem or other 
device. See “Palm III components” in 
Chapter 1 if you have trouble 
identifying the serial port.
Speed
Determines the speed at which data is 
transferred between your organizer 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 organizer to find 
and use the fastest speed. 
						

							Page 138  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 organizer 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 organizer 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 organizer, including Graffiti
® ShortCuts. The Install 
conduit installs applications on your organizer. 
To customize HotSync application settings:
1. Click the HotSync icon Ô
 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.
5. Click Change. 
						

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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. 
						

							Page 140  Advanced HotSync® Operations
Conducting a HotSync operation via modem
You can use a modem, such as the Palm Modem® accessory, to 
synchronize your organizer when you are away from your computer.
Note:The first HotSync operation must be local, using the cradle. 
After that, you can perform a modem HotSync operation.
To perform a HotSync operation via modem you must complete the 
following steps:
nConnect a modem to your computer
nConfigure the Palm Desktop software for use with your modem
nConnect a modem to your organizer
nConfigure the Modem Preferences on your organizer for use with 
your modem
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 so that your computer is ready to receive a call 
from your organizer. 
To prepare your computer for a modem HotSync operation:
1. Confirm that the computer modem is connected and turned on, 
and that no communications applications, such as fax or telephony 
software, are running on a COM port.
Note:Make sure the computer is disconnected from all 
online services, such as America Online (AOL) and 
CompuServe. This helps to avoid conflicts with the 
COM port.
2. Start HotSync Manager if it is not already running, and from the 
HotSync Manager menu, choose
 Modem.
3. Adjust the following options as needed.  
						

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4. Click OK.
Preparing your organizer
There are a few steps you must perform to prepare your organizer for 
a modem HotSync operation. 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 Palm Desktop 
software and your organizer 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 
the setup string if recommended by the 
manufacturer. 
						

							Page 142  Advanced HotSync® Operations
To prepare your organizer for a modem HotSync operation:
1. Tap the Applications icon  . 
2. Tap the HotSync icon  . 
3. Tap the Enter Phone # field.
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” later in this chapter.
4. Enter the telephone number to access the modem connected to 
your computer.
5. If needed, enter a dial prefix (such as “9”) to access an outside line, 
and then tap the Dial Prefix check box.
Tip:You can enter a comma in the field to introduce a “pause” 
in the dialing sequence. 
6. If the phone line you’re using for the organizer has Call Waiting, 
select the Disable call waiting check box to avoid an interruption 
during the modem HotSync operation. 
7. If you want to use a calling card to place the call, select the check 
box and enter the calling card number. 
8. Tap OK.
9. Tap the Menu icon  . 
10. Tap Options, and then tap Modem Setup.
11. Enter the settings. See “Modem preferences” in Chapter 7 for more 
information.