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Palm 1065NA User Guide - Page 85

Synchronization overview, How do I synchronize?, Synchronizing with desktop sync software

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SYNCHRONIZING INFORMATION 5 CHAPTER Synchronization overview This chapter discusses using desktop sync software and other methods to synchronize your smartphone and your computer. When you synchronize, info you enter on your smartphone, your computer, or your corporate server is automatically updated in the other location. There's no need to enter the info twice. This is true whether you sync with your computer using desktop synchronization software (see Setting up your computer for synchronization) or wirelessly with your company's Exchange server using Microsoft Exchange ActiveSync (see Setting up wireless synchronization). How do I synchronize? There are a number of ways to make synchronization occur. You can install desktop sync software on your computer to synchronize in one of several ways, or you may be able to synchronize wirelessly with an Exchange server. You can also maximize your sync options and sync with both an Exchange server and desktop sync software. Synchronizing with desktop sync software The sync application on your smartphone is called ActiveSync. The name of the desktop sync software on your computer depends on your computer's operating system. Windows XP: The desktop sync software is called ActiveSync® desktop software. Windows Vista: The desktop sync software is called Windows Mobile Device Center. You install the software by connecting your smartphone to your computer. You must install this software even if you have already installed a previous version of desktop sync software. See Installing the desktop sync software for instructions. S Y N C H R O N I Z A T I O N O V E R V I E W 85

Section	Page
Contents	3
Welcome	9
Your Palm® Treo™ Pro smartphone	11
What’s in the box?	11
Hardware	11
Documentation and software	11
What do I need to get started?	12
Where can I learn more?	13
For a quick introduction	13
While using your smartphone	13
If you need more information	13
Setting up	15
Palm® Treo™ Pro smartphone overview	17
Front view	17
Back view	18
Top view	18
Inserting the SIM card and battery	19
Charging the battery	21
Maximizing battery life	23
Making your first call	24
Adjusting call volume	25
What’s my number?	25
Using the My Treo application	26
Setting up synchronization	26
Moving around on your smartphone	27
Navigating around the screen	29
Scrolling through screens	29
Closing screens	30
Highlighting and selecting items	31
Highlighting text	32
Using the softkeys	32
Selecting menu items	32
Selecting options in a shortcut menu	33
Selecting options in a list	34
Using the keyboard	35
Understanding the keyboard backlight	35
Entering lowercase and uppercase letters	36
Entering numbers, punctuation, and symbols	36
Entering passwords	37
Entering other symbols and accented characters	37
Opening and closing applications	39
Opening applications on the Start menu	39
Opening applications in Programs	39
Switching among open applications	40
Closing applications	40
Defining exclusive programs	41
Customizing the Quick Menu	41
Using your Today screen	42
Your phone	45
Turning your smartphone on/off	47
Turning your phone on	47
Turning your phone off	48
Waking up the screen and turning it off	48
Making calls	49
Dialing from the Today screen	49
Dialing with a speed dial	50
Dialing by contact name	50
Dialing using the onscreen keypad	51
Redialing a recently called number	52
Dialing your national emergency number	52
Dialing from a web page or message	52
Receiving calls	53
Using voicemail	54
Setting up voicemail	54
Listening to voicemail from the Today screen	54
Retrieving messages from a voicemail notification	55
What can I do during a call?	55
Ending a call	56
Switching applications during a call	56
Saving phone numbers	57
Making a second call	58
Answering a second call (call waiting)	58
Working with two active calls	58
Making a conference call	59
Forwarding calls	60
Working with called numbers	61
Working with recently called numbers	61
Viewing all of your calls	62
Assigning a speed dial to a phone number	63
What are all those icons?	65
Using a phone headset	68
Using a wired headset	68
Connecting to a Bluetooth® hands-free device	69
Using a Bluetooth hands-free device	71
Customizing phone settings	72
Selecting ringtones and display notices	72
Adjusting call and ringer volume	73
Assigning a caller ID ringtone	74
Enabling TTY	74
Setting your phone to automatically answer calls	75
Adding contact numbers from new callers	75
Setting options for rejecting a call	76
Blocking calls	76
Setting caller ID	77
Setting call waiting notification	78
Changing your voicemail and text message service center number	78
Enabling fixed dialing	79
Manually selecting your wireless band	80
Manually selecting your network settings	81
Selecting broadcast channel options	81
Synchronizing information	83
Synchronization overview	85
How do I synchronize?	85
Synchronizing with desktop sync software	85
Synchronizing wirelessly with the server	86
What can I synchronize?	86
Setting up your computer for synchronization	89
System requirements	89
Installing the desktop sync software	90
Switching between setup mode and sync mode	92
Using the desktop sync software	93
Synchronizing using the USB cable	94
Synchronizing	94
Setting up wireless synchronization	96
Setting the synchronization schedule	99
Initiating a wireless sync manually	100
Other ways to synchronize	100
Synchronizing over a Bluetooth connection	100
Synchronizing over an infrared connection	101
Synchronizing with multiple computers	102
Changing which applications sync	102
Stopping synchronization	103
Your email	105
Setting up email	107
Entering settings for an email account	107
Setting up a POP/IMAP account in the Messaging application: Common email providers	108
Setting up a POP/IMAP account in the Inbox application: Other email providers	110
Editing and deleting accounts	115
Sending and receiving messages	115
Selecting which email account to use	115
Creating and sending an email message	116
Receiving email messages	117
Opening attachments	119
Working with email messages	120
Adding a contact from an email message	120
Adding an online address book	121
Using an online address book	122
Finding messages	123
Replying to a message	123
Forwarding a message	124
Deleting messages	124
Sorting your messages	124
Using email shortcuts	125
Adding a signature to your outgoing messages	125
Customizing your email settings	126
Changing email download settings: Outlook email accounts	129
Changing email download settings: Other email accounts	131
Selecting which folders sync: Outlook email accounts	133
Working with meeting invitations	134
Sending email messages from within another application	135
Your text and multimedia messages	137
Sending and receiving text and multimedia messages	139
Creating and sending a text message	139
Previewing a text message with an attached file	141
Creating and sending a multimedia message	142
Organizing slides within a multimedia message	145
Setting options for an outgoing multimedia message	146
Receiving text messages	147
Receiving multimedia messages	147
Viewing a text message	148
Viewing a multimedia message	148
Using Messaging to chat	149
Using links in messages	150
Adding a contact from a message	151
Sorting your messages	151
Deleting messages	152
Setting message preferences	152
Customizing settings for text and multimedia messages	152
Customizing additional multimedia message settings	153
Using Windows LiveTM	155
Using Live Search	155
Setting up Windows Live Mail	155
Using Windows Live Mail	157
Using Windows Live Messenger	158
Your connections to the web and wireless devices	161
Browsing the web	163
Viewing a web page	163
Navigating web pages	165
Creating a favorite	166
Viewing a favorite	166
Organizing your favorites	167
Downloading files and images from a web page	167
Copying text from a web page	168
Returning to recently viewed pages	168
Customizing your Internet Explorer Mobile settings	168
Working with streaming content	170
Connecting to streaming content	170
Viewing streaming content	170
Customizing Streaming Media	171
Getting online travel information and tools	172
Downloading the WorldMate application	172
Using WorldMate	172
Determining your GPS location	173
Connecting to a Wi-Fi network	174
Why use a Wi-Fi connection?	174
Are there different types of Wi-Fi networks?	174
Turning the Wi-Fi feature on and off	175
Connecting to an open network	175
Connecting to a secure network	176
Disconnecting from a network	179
Customizing Wi-Fi settings	179
Customizing advanced Wi-Fi settings	181
Customizing network adapter settings	182
Connecting to devices with Bluetooth® wireless technology	183
Entering basic Bluetooth settings	184
Requesting a connection with another Bluetooth device	185
Accepting a connection from another Bluetooth device	186
Using your device as a wireless modem	187
Setting up a USB Internet Connection Sharing connection	187
Creating a Bluetooth Internet Connection Sharing connection	188
Your photos, videos, and music	191
Synchronizing your pictures, videos, and music	193
Windows XP	193
Windows Vista	195
Camera	195
Selecting camera modes	196
Taking a picture	197
Recording a video	199
Customizing your Camera settings	200
Pictures & Videos	202
Viewing a picture	202
Viewing a video	203
Viewing a slide show	203
Sending a picture or video	204
Creating a caller ID picture	204
Organizing pictures and videos	205
Using a picture as the Today screen background	205
Editing a picture	205
Deleting a picture or video	206
Renaming a picture or video	206
Customizing picture playback settings	206
Windows Media Player Mobile	208
Synchronizing Windows Media Player library files	208
Playing media files on your smartphone	210
Playback controls	211
Working with libraries	211
Working with playlists	212
Customizing Windows Media Player Mobile	213
Your personal information organizer	215
Contacts	217
Adding a contact	217
Viewing or changing contact information	218
Deleting a contact	219
Customizing Contacts	220
Finding a contact in an online address book	220
Sending a contact	220
Using SIM Manager	221
Calendar	222
Displaying your calendar	222
Creating an appointment	223
Adding an alarm reminder to an event	223
Creating an untimed event	224
Scheduling a repeating appointment	224
Sending a meeting request	224
Replying to a meeting request	225
Marking an event as sensitive	225
Organizing your schedule	226
Deleting an event	227
Customizing Calendar	227
Sending an appointment	228
Tasks	228
Adding a task	228
Checking off a task	230
Organizing your tasks	230
Deleting a task	230
Customizing Tasks	230
Notes	231
Creating a note	231
Creating a voice note	232
Creating a note from a template	233
Organizing your notes	233
Deleting a note	234
Customizing Notes	234
Your Microsoft Office and other document tools	235
Synchronizing your Microsoft Office files	237
Synchronizing files that are on your smartphone: Windows XP or Windows Vista	237
Synchronizing files that are on your computer: Windows XP	237
Synchronizing files that are on your computer: Windows Vista	239
Where are the changes I made to my file?	239
Word Mobile®	239
Creating a document	241
Opening an existing document	241
Creating a document from a template	241
Finding or replacing text in a document	242
Moving or copying text	242
Saving a copy of a document	243
Formatting text	243
Formatting paragraphs and lists	244
Checking spelling in a document	244
Organizing your documents	244
Deleting a document	245
Customizing Word Mobile	245
PowerPoint Mobile®	246
Playing a presentation	246
Setting presentation playback options	246
Excel Mobile®	247
Creating a workbook	249
Creating a workbook from a template	249
Viewing a workbook	249
Calculating a sum	250
Entering a formula	251
Referring to a cell or range in a formula	251
Inserting a function	251
Entering a sequence automatically	252
Adding cells, rows, and columns	252
Formatting cells	253
Formatting rows and columns	254
Renaming a worksheet	254
Sorting info in a worksheet	255
Filtering info in a worksheet	255
Creating a chart	255
Formatting or changing a chart	256
Finding or replacing info in a workbook	256
Organizing your workbooks	257
Deleting cells, rows, and columns	257
Customizing Excel Mobile	258
OneNote Mobile	258
Creating a note	259
Viewing or editing an existing note	260
Renaming a note	261
Sorting your notes	261
Deleting a note	261
Adobe® Reader® LE	261
Viewing a file	261
Changing display options	263
Finding text in a file	263
Your application and info management tools	265
Finding information	267
Using Search	267
Exploring files and folders	268
Installing applications	269
Installing third-party applications	270
Installing applications from the Internet	270
Installing applications from your computer	271
Installing applications onto an expansion card	272
Installing Java games and applications	272
Removing applications	272
Sharing information	273
Beaming information	274
Beaming an entry or file	274
Turning on the option to receive beamed information	276
Receiving beamed information	276
Using expansion cards	276
Inserting and removing expansion cards	277
Opening applications on an expansion card	278
Saving files to an expansion card	278
Moving info between your smartphone and an expansion card from within an application	279
Moving info between your smartphone and an expansion card using File Explorer	279
Viewing available expansion card memory	280
Exploring files on an expansion card	280
Renaming an expansion card	280
Encrypting an expansion card	281
Accessing information on a remote computer	281
Accessing a remote computer	281
Customizing Remote Desktop Mobile	282
Calculator	282
Performing calculations	282
Using the Calculator memory	283
Your personal settings	285
Today screen settings	287
Selecting your Today screen background	287
Selecting which items appear on your Today screen	287
System sound settings	288
Silencing sounds	288
Selecting Sounds & Notifications	289
Display and appearance settings	290
Adjusting the brightness	290
Changing the text size and clarity	290
Displaying the clock	291
Setting display formats	291
Aligning the screen to correct tapping problems	292
Changing the system color scheme	292
Application settings	292
Arranging the Start menu	292
Reassigning buttons	293
Setting up voice commands	294
Using voice commands	294
Setting input options	295
Locking your smartphone and info	297
Locking your keyboard (Keyguard)	298
Turning on Auto-Keyguard	298
Locking your screen	299
Locking the SIM card	299
Locking your smartphone	300
Entering owner information	301
System settings	302
Setting the date and time	302
Synchronizing the date, time, and time zone with the network	303
Setting system alarms	303
Managing identity certificates	304
Enabling error reporting	305
How much storage space do I have left?	305
Optimizing power settings	306
Turning wireless services on/off	307
Updating the system software	308
Connection settings	309
Managing ISP settings	309
Connecting to a VPN	310
Setting up a proxy server	310
Turning a proxy server on or off	311
Ending a data connection	311
Enrolling a domain	312
Troubleshooting	313
Transferring info from another device	315
Reinstalling the desktop software	315
Resetting your smartphone	316
Performing a soft reset	316
Performing a hard reset	317
Replacing the battery	318
Performance	319
The applications are running slower than usual	319
My battery seems to drain quickly	320
I want to charge my smartphone by connecting it to my computer, when when I connect them, a Setup screen appears	320
Screen	320
The screen appears blank	320
The screen doesn’t respond accurately to taps or activates wrong features	321
Network connection	321
Signal strength is weak	321
My smartphone won’t connect to the mobile network	322
My phone seems to turn off by itself	322
I can’t tell if data services are available	322
My smartphone won’t connect to the Internet	323
I can’t send or receive text or multimedia messages	324
I can’t make or receive calls using a hands-free device with Bluetooth® wireless technology	324
I lost the connection between my smartphone and my Bluetooth headset	324
Synchronization	325
Desktop sync software	326
I want to set up synchronization with a new computer, but when I connect my smartphone to the computer, install doesn’t start.	326
My smartphone does not sync when I connect it to my computer with the USB cable. Instead, I see a Treo Setup screen.	326
I am in sync mode, but synchronization isn’t working.	326
The desktop sync software does not respond to sync attempt	327
Synchronization finishes but info doesn’t appear where it should	329
Synchronization starts but doesn’t finish	330
My video and music files won’t sync	330
My appointments show up in the wrong time slot after I sync	330
My scheduled sync doesn’t work	331
An alert tells me that ActiveSync encountered a problem on the server	331
An alert tells me that there is not enough free memory to sync my info	331
An alert tells me that ActiveSync encountered a problem with [item type] [item name]	331
My Today screen settings are not restored after a hard reset	332
Exchange ActiveSync (wireless synchronization)	332
An alert tells me that the server could not be reached	332
An alert tells me that my account information could not be detected	332
An alert tells me the device timed out while waiting for credentials	332
Email	333
I have problems using my account	333
I have problems sending and receiving email	333
Scheduled email synchronization is not working	333
I have problems sending email	334
My vCard or vCal email attachment isn’t forwarding correctly	334
When I sync with my Exchange server my info is not downloading to my smartphone	335
Web	335
I can’t access a web page	335
An image or map is too small on my smartphone screen	336
A secure site refuses to permit a transaction	336
Camera	336
The Camera preview image looks strange	337
Third-party applications	337
Getting more help	338
Making room on your smartphone	338
Voice quality	339
Is the other person hearing an echo?	339
Are you hearing your own voice echo?	339
Is your voice too quiet on the other end?	339
Terms	341
Regulatory and safety information	347
Specifications	359
Index	363
Symbols	363
Numerics	363
A	363
B	365
C	366
D	370
E	372
F	374
G	375
H	375
I	376
J	377
K	377
L	377
M	378
N	381
O	381
P	382
Q	385
R	385
S	386
T	391
U	393
V	393
W	394
Y	396