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Motorola 98741H User Guide - Page 26

Synchronizing using the Wizard

UPC - 723755987418

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mobile PhoneTools - Basic Configuration 3.3.4 Synchronizing using the Wizard You must synchronize initially in order to update the data in your mobile phone and the application data. 1. From the mobile PhoneTools function panel, click the Synchronize The Synchronization Options window appears on the screen. Note: button. If the mobile phone has not yet been synchronized, the Synchronization Wizard is launched. 2. The Synchronization Options window contains four options: • I would like to save my data beforehand for Backup This option launches the Backup/Restore Wizard, see Backing up Phone data, page 23 • I would like to display the synchronization options This option displays the Synchronization Options window to set synchronization settings, see Synchronization Options, page 54 • Synchronize Now This option allows synchronization to start immediately, performed according to options set in Synchronization Options. • I would like to launch the Sync Wizard This option steps through the synchronization process with the Synchronization Wizard. 3. Select the I would like to launch the Sync Wizard option and click OK. The Synchronization Wizard is displayed: a clock indicates that the Wizard is initializing. The Welcome screen of the Wizard is displayed. 4. Choose to Backup Phone data or Delete Phone data if not done so previously. 5. If already done so, click Next. The Select data source window of the Wizard is displayed. 6. In the Contacts and Calendar/Tasks scrolling lists, select the data you want to synchronize with your mobile phone. 7. Click Next. The Sync Options window of the Wizard is displayed. 8. Select the folders to be synchronized by clicking the Contacts, Calendar and Tasks on the left side of the window: a default folder is proposed. To change it, click the Modify button. Select the Folder you want synchronized with the mobile phone. Also select the Filter type to determine which items will be synchronized: - If you clicked Contacts: The filter field proposes to Synchronize all your contacts or to Synchronize the selected contacts. If you select Synchronize the selected contacts, click Select to display the Filter window. Select the entries to be synchronized or click the Select all button then click the OK button. 25

Section	Page
Chapter 1: Introduction	9
1.1 Copyrights	9
1.2 Trademarks	9
1.3 Statement	9
1.4 Screen Shots	9
1.5 Minimum system requirements	10
1.6 Contacts	11
1.6.1 Corporate Headquarters	11
1.6.2 Sales	11
1.6.3 Technical support	11
1.6.3.1 Web sites	11
1.6.3.2 Telephone number and e-mail address	11
1.6.3.3 Updates on documentation and comments	11
1.7 Live Update	12
Chapter 2: Getting started	13
2.1 Installing/Uninstalling mobile PhoneTools	13
2.1.1 Installing mobile PhoneTools	13
2.1.1.1 Starting the installation	13
2.1.1.2 Installation Wizard	13
2.1.1.3 Online registration	14
2.1.1.4 Choosing a user profile	15
2.1.2 Installing the mobile phone	15
2.1.2.1 Mobile Phone Connection Instructions: USB Cable and Infrared	16
2.1.2.2 Bluetooth connection using the Bluetooth Wizard	17
2.1.2.2.1 What is Bluetooth?	17
2.1.2.2.2 Bluetooth wizard overview	17
2.1.3 Uninstalling mobile PhoneTools	18
2.2 mobile PhoneTools main window	19
2.2.1 Function Panel	20
Chapter 3: Basic Configuration	21
3.1 Setup an Internet connection	21
3.1.1 Connection wizard	21
3.1.1.1 Launch Internet Browser automatically	22
3.2 Setting up e-mail	22
3.2.1 Importing an existing e-mail account	22
3.2.2 Creating a new e-mail account	23
3.2.2.1 Advanced Setup	23
3.2.2.2 Mailbox management	23
3.2.2.3 Signature management	24
3.3 Synchronization Wizard	24
3.3.1 Backing up Phone data	24
3.3.2 Deleting Phone data	25
3.3.3 Restoring Phone data	25
3.3.4 Synchronizing using the Wizard	26
Chapter 4: mobile PhoneTools features	28
4.1 mobile PhoneTools interface	28
4.1.1 Making a Call with mobile PhoneTools	28
4.1.1.1 Using the dialer	28
4.1.1.2 Calling from the phonebook	28
4.1.1.3 Redialing a phone number	28
4.1.2 Receiving a Call with mobile PhoneTools	29
4.1.2.1 Caller id screening	29
4.1.2.2 Pick up a call	29
4.1.2.3 Hang up a call	29
4.2 Transmission and Reception logs	29
4.2.1 Viewing the logbook	29
4.2.2 Printing the logbook	30
4.2.3 Clearing logbook entries	30
4.2.4 Archiving logbook entries	30
4.3 Internet Connection	31
4.3.1 New Connection	31
4.3.2 Connection properties	32
4.3.2.1 High-speed connection (GPRS and 1xRTT type)	32
4.3.2.2 Standard connection (GSM-Data and CDMA type)	35
4.3.3 Connection logs	36
4.3.3.2 Filtering logs	37
4.3.3.2.1 Display entries by date	37
4.3.3.2.2 Display entries by connection	37
4.3.3.3 Deleting logs	37
4.3.3.4 Exporting logs	37
4.4 Phonebook	38
4.4.1 Overview	38
4.4.2 Accessing the Phonebook	38
4.4.3 Phonebook Supported Formats	38
4.4.4 Phonebook Standard View	39
4.4.4.1 Creating and managing phonebooks	39
4.4.4.1.1 Create a phonebook	39
4.4.4.1.2 Open a phonebook	39
4.4.4.1.3 Delete a phonebook	40
4.4.4.1.4 Change the description of a phonebook	41
4.4.4.1.5 Match fields between an external phonebook and the application phonebook	41
4.4.4.2 Creating and managing phonebook records	42
4.4.4.2.1 Creating a record	42
4.4.4.2.2 Changing an existing record	42
4.4.4.2.3 Deleting a record	42
4.4.4.2.4 Printing a record	42
4.4.4.2.5 Searching for a record	43
4.4.4.3 Creating Groups of correspondents	44
4.4.4.3.1 Creating a Group	44
4.4.4.3.2 Renaming a Group	44
4.4.4.3.3 Deleting a Group	44
4.4.4.4 Setup Phonebook preferences	44
4.4.5 Phonebook Synchronization view	45
4.4.5.1 Contacts in computer view	46
4.4.5.2 Contacts in phone view	46
4.4.1 Importing records	47
4.4.1.1 Importing from an external file	47
4.4.1.2 Importing text files with delimiters	47
4.4.1.3 Importing from Outlook, Exchange, or Lotus Notes	47
4.4.1.4 Importing from a vCard file	48
4.4.2 Exporting records	48
4.4.2.1 Exporting to an external file	48
4.4.2.2 Exporting text files with delimiters	48
4.4.2.3 Exporting to Outlook, Exchange, or Lotus Notes	49
4.4.3 Synchronizing	49
4.4.4 Limitations	49
4.5 Calendar	50
4.5.1 Overview	50
4.5.1 Accessing the Calendar	50
4.5.2 Calendar supported formats	50
4.5.3 Creating a calendar	50
4.5.4 Calendar options	50
4.5.4.1 Access the Options window	51
4.5.4.2 Modify the period displayed	51
4.5.5 Modifying the calendar display	51
4.5.5.1 Changing the period displayed in the Calendar	51
4.5.5.2 Showing and hiding windows	51
4.5.5.3 Show toolbars	51
4.5.6 Managing events	52
4.5.6.1 Scheduling a new event	52
4.5.6.2 Modifying an event	52
4.5.6.3 Copying an event	52
4.5.6.4 Searching for an event	53
4.5.6.5 Deleting an event	53
4.5.7 Synchronizing	53
4.5.8 Limitations	53
4.6 Tasks	53
4.6.1 Overview	53
4.6.2 Managing Tasks	54
4.6.2.1 Creating Tasks	54
4.6.2.2 Modifying Tasks	54
4.6.2.3 Deleting Tasks	54
4.6.3 Synchronizing	54
4.6.4 Limitations	55
4.7 Synchronization	55
4.7.1 Overview	55
4.7.2 Synchronization Options	55
4.7.2.1 General Panel	55
4.7.2.2 Synchronization folder	56
4.7.2.3 Filter	57
4.7.2.4 Add Entry	58
4.7.2.5 Telephone field identification	58
4.7.2.6 Priorities	59
4.7.2.7 Mapping	60
4.7.2.8 AutoSync	61
4.7.3 Synchronization Wizard	62
4.7.4 Synchronization status report	62
4.8 User Profiles	63
4.8.1 Overview	63
4.8.2 Setting a new profile	63
4.8.3 Associate a phone with an existing profile	63
4.8.4 Defining a default user profile	63
4.9 E-mail	64
4.9.1 Overview	64
4.9.2 Sending an e-mail	64
4.9.2.1 Preparing an e-mail message	64
4.9.2.2 Attaching documents to an e-mail message	64
4.9.2.3 Defining a priority	65
4.9.2.4 Deferring a transmission	65
4.9.3 Receiving an e-mail	66
4.9.3.1 Receiving E-mail	66
4.9.3.1 Viewing an e-mail	66
4.9.3.2 Replying to an e-mail	67
4.9.3.3 Forwarding an e-mail	67
4.10 Text messaging (SMS and EMS)	67
4.10.1 Overview	67
4.10.2 Sending a Text Message	68
4.10.2.1 Configuration	68
4.10.2.1.1 Setting up the messaging function	68
4.10.2.2 Preparing a Text Message	69
4.10.2.2.1 SMS	69
4.10.2.2.2 EMS	69
4.10.2.3 Importing a Text Message	69
4.10.2.4 Previewing a Text Message	70
4.10.2.5 Deferring a transmission	70
4.10.3 Receiving an SMS or EMS	70
4.11 Multimedia Studio	71
4.11.1 Mobile Explorer	72
4.11.1.1 Transferring to phone	72
4.11.2 Image Studio module	73
4.11.2.1 Overview	73
4.11.2.2 Viewing an image	74
4.11.2.3 Editing an image	74
4.11.2.4 Saving an image	74
4.11.3 Melody Studio module	75
4.11.3.1 Overview	75
4.11.3.2 Playing a Melody	76
4.11.3.3 Select a musical extract	76
4.11.3.4 Saving a musical extract	76
4.11.4 MMS Studio module	77
4.11.4.1 Overview	77
4.11.4.2 Preparing an MMS	77
4.11.4.3 Using the Composer	78
4.11.4.4 Previewing an MMS	79
4.11.4.5 Saving an MMS	79
4.11.4.6 Sending to recipient	79
4.11.5 Video Studio module	80
4.11.5.1 Overview	80
4.11.5.2 Importing a video clip file	83
4.11.5.3 Editing video clip	83
4.11.5.4 Adding/editing text	84
4.11.5.5 Adding/editing sound	85
4.11.5.6 Save a movie	87
4.11.5.7 Transfer a movie	87
4.12 Inbox and Outbox	88
4.12.1 Overview	88
4.12.2 Inbox and Outbox folder	88
4.12.2.1 Inbox Folder	88
4.12.2.1.1 Creating a new Mailbox	88
4.12.2.1.2 Renaming a Mailbox	88
4.12.2.1.3 Deleting a Mailbox	89
4.12.2.2 Outbox folder	89
4.12.2.3 Pending e-mail folder	89
4.12.2.4 Finished transmissions folder	89
4.12.2.5 Failed transmissions folder	89
4.12.3 Managing Sent/Received messages	89
4.12.3.1 Viewing messages	89
4.12.3.2 Printing messages	90
4.12.3.3 Saving messages	90
4.12.3.4 Changing messages status	90
4.12.3.5 Deleting messages	90
4.12.3.6 Modifying a pending transmission	90
4.12.3.7 Reactivating messages	91
4.12.3.8 Deactivating messages	91
4.12.3.9 Retrieving SMS (or EMS) messages	91
4.12.3.10 Forwarding messages	91
4.12.3.11 Replying to messages	91
Chapter 5: Advanced Configuration	92
5.1 General Setup	92
5.1.1 Customize Tab: User Settings	92
5.1.2 Communication Tab	93
5.1.2.1 Modem settings	93
5.1.2.2 Communication functions	93
5.1.3 Location Tab: Dialing properties	94
5.1.4 E-Mail Tab	95
5.1.4.1 Add an e-mail account	95
5.1.4.2 Delete an e-mail account	95
5.1.4.3 Sending account: Default account	96
5.1.4.4 Advanced Setup …	96
5.1.4.4.1 General tab	96
5.1.4.4.2 Transmission tab	98
5.1.4.4.3 Reception tab	98
5.1.4.5 Mailbox management	99
5.1.4.5.1 Overview	99
5.1.4.5.1 Creating a new Mailbox	99
5.1.4.5.2 Renaming a Mailbox	99
5.1.4.5.3 Deleting a Mailbox	100
5.1.4.6 Signature management…	100
5.1.4.6.1 Overview	100
5.1.4.6.2 Create a new signature	100
5.1.4.6.3 Automatically adding a signature at the end of an e-mail	101
5.1.4.6.4 Deleting or modifying a signature	101
5.1.5 Telephone Tab	101
5.1.5.1 Ringer: Ring tone options	101
5.1.5.2 Number presentation: Outgoing Caller ID	102
5.1.6 Internet Tab	102

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mobile PhoneTools - Basic Configuration

3.3.4 Synchronizing using the Wizard

You must synchronize initially in order to update the data in your mobile phone and the

application data.

1. From the mobile PhoneTools function panel, click the

Synchronize

button.

The

Synchronization Options

window appears on the screen.

Note:

If the mobile phone has not yet been synchronized, the

Synchronization Wizard

is launched.

2. The

Synchronization Options

window contains four options:

•

I would like to save my data beforehand for Backup

This option launches the

Backup/Restore Wizard

, see

Backing up Phone data,

page

•

I would like to display the synchronization options

This option displays the Synchronization Options window to set synchronization

settings, see

Synchronization Options,

page 54

•

Synchronize Now

This option allows synchronization to start immediately, performed according to options

set in

Synchronization Options

• I would like to launch the Sync Wizard

This option steps through the synchronization process with the Synchronization Wizard.

3. Select the

I would like to launch the Sync Wizard

option and click

The Synchronization Wizard is displayed: a clock indicates that the Wizard is initializing.

The

Welcome

screen of the Wizard is displayed.

4. Choose to

Backup Phone data

Delete Phone data

if not done so previously.

5. If already done so, click

The

Select data source

window of the Wizard is displayed.

6. In the

Contacts

and

Calendar/Tasks

scrolling lists, select the data you want to

synchronize with your mobile phone.

7. Click

The

Sync Options

window of the Wizard is displayed.

8. Select the folders to be synchronized by clicking the

Contacts

Calendar

and

Tasks

the left side of the window: a default folder is proposed. To change it, click the

Modify

button.

Select the

Folder

you want synchronized with the mobile phone.

Also select the

Filter

type to determine which items will be synchronized:

- If you clicked Contacts:

The filter field proposes to

Synchronize all your contacts

or to

Synchronize the selected contacts

If you select

Synchronize the selected contacts

, click

Select

to display the

Filter

window.

Select the entries to be synchronized or click the

Select all

button then click

the

button.