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Palm M130 Handbook - Page 80

Exchanging and updating data: HotSync operations

UPC - 805931003812

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Chapter 5 Using Your Basic Applications Exchanging and updating data: HotSync operations The HotSync process automatically synchronizes - that is, exchanges and updates - data between your handheld and Palm Desktop software. Changes you make on your handheld or Palm Desktop software appear in both places after a HotSync operation. HotSync technology synchronizes only the needed portions of files, thus reducing synchronization time. You can synchronize your data either directly or indirectly. Direct methods include connecting your handheld to the cradle/cable attached to your computer, or using infrared communications. An indirect method is using a modem. See Chapter 6 for information about performing HotSync operations via a modem or IR port. Performing a HotSync operation for the first time: Windows The first time you synchronize your data, you need to enter user information on Palm Desktop software. After you enter this information and synchronize, the HotSync Manager recognizes your handheld and doesn't ask for this information again. If you are a System Administrator preparing several handhelds for a group of users, you may want to create a user profile. See "Creating a user profile" in Chapter 6 before performing the following steps. IMPORTANT You must perform your first HotSync operation with a local, direct connection, or with infrared communication, rather than using a modem. The following steps assume that you have already installed Palm Desktop software. If you have not installed this software, see "Installing Palm Desktop software" in Chapter 1 for instructions. 72

Section	Page
Handbook for Palm™ m100 Series Handhelds	1
About This Book	9
Introduction to Your Handheld	11
Getting to know your Palm™ m100 series handheld	11
What is a Palm m100 series handheld?	11
System requirements	12
Minimum requirements: Windows	12
Minimum requirements: Mac computer	12
Optional equipment	12
Handheld components	13
Locating front panel controls	13
Using the backlight	14
To set the backlight:	14
Locating back panel components	14
Upgrading from another Palm OS handheld	15
Preparing to use your handheld	16
To use your handheld and Palm Desktop software, complete the following:	16
Using the protective flip cover	16
To remove the cover:	17
To reattach the cover:	17
Changing the face plate	17
To remove the face plate:	18
To attach the face plate:	18
Connecting the HotSync cradle/cable	18
To connect the HotSync Cradle/cable	18
Charging the handheld	19
Palm Desktop software	20
With Palm Desktop software, you can do the following:	20
Installing Palm Desktop software	21
To install Palm Desktop software on a Windows computer:	21
To install Palm Desktop software on a Mac computer:	22
Using your handheld with another PIM	22
Tapping and typing	23
Tap with the stylus to get things done	23
Elements of the handheld interface	24
Opening applications	25
To open an application on your handheld:	26
Using menus	26
To open the menu bar:	26
Choosing a menu	27
Graffiti menu commands	27
Displaying online tips	28
To display an online tip:	29
Entering data	29
Onscreen keyboard	29
Graffiti writing	30
To open Memo Pad:	30
Note Pad	31
Using Palm Desktop software	31
Importing data	32
Using an external keyboard	32
Customizing your handheld	32
To open the Preferences screens:	32
To set the date:	33
To set the time:	33
To set the time zone:	33
To set the daylight saving switch:	34
Entering Data in Your Handheld	35
Using Graffiti writing to enter data	35
Writing Graffiti characters	35
There are four basic concepts for success with Graffiti writing:	35
To write Graffiti letters:	36
Graffiti tips	37
The Graffiti alphabet	38
Writing capital letters	39
To draw the first letter of a word as a capital letter:	39
To enter only capital letters (Caps Lock):	39
Writing numbers	39
Graffiti numbers	40
Writing punctuation marks	40
Additional Graffiti punctuation	41
Writing symbols and extended characters	41
Writing accented characters	41
Accent strokes	42
Additional non-English characters	42
Navigation strokes	42
Graffiti ShortCuts	42
Using the onscreen keyboard	43
To use the onscreen keyboard:	43
Using Note Pad	44
To use Note Pad:	44
Using your computer keyboard	44
Importing data	45
Importing data from a Windows computer	45
To import data from a Windows computer:	45
Importing data from a Mac computer	46
To import data from a Mac computer:	46
Managing Your Applications	49
Using the Applications Launcher	49
Selecting applications	49
Switching between applications	49
Categorizing applications	49
To categorize an application:	49
To display applications by category:	50
Changing the Applications Launcher display	50
To change the Applications Launcher display:	50
To open the Applications Launcher to the last opened category:	51
Choosing preferences	51
To change preferences for an application:	51
Installing and removing applications	52
Installing add-on applications	52
To install add-on software on your handheld using a Windowscomputer:	52
To install add-on software on your handheld using a Mac computer:	54
Removing applications	55
To remove an add-on application:	55
Removing Palm Desktop software	56
To remove Palm Desktop software from a Windows computer:	56
To remove Palm Desktop software from a Mac computer:	56
Security	57
In Security, you can do the following:	57
Assigning a password	57
To assign a password:	57
Changing or deleting a password	58
To change or delete your password:	58
Locking your handheld	59
Locking your handheld automatically	59
To set your handheld to lock when you turn it off:	59
To set your handheld to lock at a preset time:	60
To set your handheld to lock after a period of inactivity:	60
Locking your handheld manually	61
To lock and turn off your handheld:	61
Recovering from a forgotten password	62
To delete a forgotten password:	62
Using Expansion Features	63
Inserting an expansion card	63
Removing an expansion card	64
Opening expansion card applications	64
To open an application on an expansion card:	64
Switching between your handheld and an expansioncard	65
To switch to an expansion card:	65
Copying applications to or from an expansioncard	65
To copy an application to or from an expansion card:	65
Selecting copy settings	66
To select copy settings:	66
Deleting applications from an expansioncard	67
To delete applications from an expansion card:	67
Card Info	67
Reviewing card information	67
Renaming a card	68
Formatting a card	68
Card Info menus	68
Card menus	69
Using Your Basic Applications	71
Overview of basic applications	71
Date Book	71
In Date Book, you can do the following:	71
To open Date Book:	72
Address Book	72
In Address Book, you can do the following:	72
To open Address Book:	73
To Do List	73
In To Do List, you can do the following:	73
To open To Do List:	73
Note Pad	74
In Note Pad, you can do the following:	74
To open Note Pad:	74
Memo Pad	74
In Memo Pad, you can do the following:	74
To open Memo Pad:	75
Calculator	75
In Calculator, you can do the following:	75
To open Calculator:	75
Clock	75
In Clock, you can do the following:	75
To open Clock:	76
Common tasks	76
Creating records	76
To create a record:	76
Editing records	76
Entering text	77
Edit menu	77
To select text in an application:	77
Deleting records	78
To delete a record:	78
Other ways to delete records	79
Purging records	79
To purge records:	79
Exchanging and updating data: HotSync operations	80
Performing a HotSync operation for the first time: Windows	80
To perform a local HotSync operation on a Windows computer:	81
Performing a HotSync operation for the first time: Mac computer	82
To perform a local HotSync operation on a Mac computer:	83
Beaming information	84
To select a business card:	85
To beam a record, business card, or category of records:	85
To beam an application:	85
To receive beamed information:	86
Tips on beaming information	86
Categorizing records	86
System-defined and user-defined categories	87
To move a record into a category:	87
To display a category of records:	88
To define a new category:	88
To rename a category:	89
Finding information	90
Looking up Address Book records	90
To look up an Address Book record:	90
Using Find	91
To use Find:	91
Using Phone Lookup	91
To use Phone Lookup:	92
Phone Lookup tips	92
Sorting lists of records	92
To sort records in To Do List:	93
To sort records in Address Book, Note Pad, and Memo Pad:	93
Making records private	94
Hiding or masking private records	94
To hide all private records:	94
To mask all private records:	95
To display all private records:	95
To unmask individual records:	95
To make a record private:	96
Attaching notes	96
To attach a note to a record:	96
To review or edit a note:	96
To delete a note:	96
Choosing fonts	97
To change the font style:	97
Reviewing Reminders	97
To respond to reminders, do one of the following:	98
Application-specific tasks	98
Date Book	98
Scheduling an event	98
To schedule an event for the current day:	99
To schedule an event for another day:	100
To schedule an untimed event:	101
Rescheduling an event	102
To reschedule an event:	102
Setting an alarm for an event	102
To set an alarm for an event:	102
Scheduling repeating or continuous events	103
To schedule a repeating or continuous event:	104
Changing repeating or continuous events	104
To delete repeating events:	104
Changing the Date Book view	105
To cycle through Day, Week, Month, and Agenda views:	105
To display the current time:	106
Working in Week View	106
To display the Week View:	106
Spotting event conflicts	107
Working in Month View	108
Working in Agenda View	108
To display the Agenda View:	109
Date Book menus, preferences, and display options	109
Record menu	109
Options menu	109
Address Book	111
Creating an Address Book entry	111
To create a new Address Book entry:	111
Selecting types of phone numbers	112
To select other types of phone numbers in an entry:	112
Changing Address Entry details	113
To open the Address Entry Details dialog box:	113
Address Book menus	113
Record menus	114
Options menus	114
To Do List	115
To create a To Do List item:	115
Setting priority	115
To set the priority of a To Do List item:	116
Checking off a To Do List item	116
To check off a To Do List item:	116
Changing To Do List item details	117
To display the To Do Item Details dialog box:	117
Setting a due date	117
To set a due date for a To Do List item:	117
To Do Show Options	118
To change the Show Options settings:	118
To Do List menus	118
Record menu	119
Options menu	119
Note Pad	119
To create a new note:	119
Setting pen and paper color	120
To set the pen and paper color:	120
Reviewing notes	120
To review a note:	121
Clearing a note	121
To clear a note:	121
Setting an alarm for a note	121
To set an alarm for a note:	121
Note Pad menus	123
Record menus	123
Options menus	123
Memo Pad	123
To create a new memo:	124
Reviewing memos	124
To review a memo:	124
Memo Pad menus	125
Record menus	125
Options menus	125
Calculator	126
Recent Calculations	127
To display recent calculations:	127
Calculator menus	127
Clock	127
To view the time:	128
To set an alarm:	128
Clock menus	129
Options menu	129
Advanced HotSync® Operations	131
Selecting HotSync setup options	131
To set the HotSync options on a Windows computer:	131
To set the HotSync options on a Mac computer:	133
Customizing HotSync application settings	136
To customize HotSync application settings on a Windowscomputer:	136
To customize HotSync application settings on a Mac computer:	137
IR HotSync operations	138
Preparing your computer for infrared communication	138
Configuring HotSync Manager forinfraredcommunication	139
To configure HotSync Manager for infrared communication onaWindowscomputer:	139
To configure HotSync Manager for infrared communication onaMac computer:	140
Performing an IR HotSync operation	140
To perform an IR HotSync operation:	140
Returning to cradle/cable HotSync operations	141
To return to local USB cradle/cable HotSync operations on a Windowscomputer:	141
To return to local serial cradle/cable HotSync operations on a Windowscomputer:	141
To return to local serial cradle/cable HotSync operations onaMac computer:	141
Conducting a HotSync operation via a modem	142
Preparing your computer	142
To prepare your Windows computer for a modem HotSyncoperation:	142
To prepare a Mac computer for a modem HotSync operation:	143
Preparing your handheld	144
To prepare your handheld for a modem HotSync operation:	144
Selecting the conduits for a modem HotSync operation	146
To change the Conduit Setup for a modem HotSync operation:	146
Performing a HotSync operation via a modem	146
To perform a modem HotSync operation:	146
Using File Link	147
Creating a user profile	147
To create a user profile on a Windows computer:	147
To create a user profile on a Mac computer:	148
Performing the first HotSync operation with auserprofile	149
To use a profile for the first-time HotSync operation onaWindowscomputer:	149
To use a profile for the first-time HotSync operation onaMac computer:	150
Setting Preferences for YourHandheld	151
Viewing preferences	151
To open the Preferences screens:	151
Buttons preferences	152
To change the Buttons preferences:	152
Pen preferences	152
To change the Pen preferences:	153
HotSync buttons preferences	153
To change the HotSync buttons preferences:	154
Digitizer preferences	154
Formats preferences	154
Country default	154
To set the country default:	155
Time, date, week start, and numbers formats	155
To select the time, date, week start, and numbers format:	155
General preferences	155
Auto-off delay	155
To set the Auto-off delay:	156
Stay on in cradle	156
System, alarm, and game sounds	156
To set the system and alarm sounds:	156
Beam Receive	156
To change the Beam Receive setting:	156
Date and Time preferences	157
Connection preferences	157
Editing connections	158
To edit the IR to Phone connection:	158
Network preferences and TCP/IP software	159
Selecting a service	159
To select a service:	159
Entering a user name	160
To enter a user name:	160
Entering a password	160
To enter a password:	161
Selecting a connection	161
To select a connection:	161
Adding telephone settings	161
To enter your server phone number:	162
Entering a prefix	162
To enter a prefix:	162
Disabling Call Waiting	162
To disable Call Waiting:	163
Using a calling card	163
To use a calling card:	163
Connecting to your service	164
To establish a connection:	164
To close a connection:	164
Creating additional service templates	164
To add a new service template:	164
To duplicate an existing service template:	164
Adding detailed information to a servicetemplate	164
To select a connection type:	165
Idle timeout	165
To set the Idle timeout:	165
Defining primary and secondary DNS	166
To enter a primary and secondary DNS:	166
IP address	166
To identify dynamic IP addressing:	167
To enter a permanent IP address:	167
Login scripts	167
Creating a login script on your handheld	168
To create a login script:	168
Plug-in applications	170
Deleting a service template	170
To delete a service template:	170
Network preferences menu commands	170
Service menu	170
Options menu	171
TCP/IP troubleshooting	171
Displaying expanded Service Connection Progress messages	171
Viewing the Network Log	171
To view the Network Log:	171
Adding a DNS number	171
Owner preferences	172
To enter the Owner preferences:	172
To unlock the Owner Preferences screen:	172
ShortCuts preferences	172
Creating a ShortCut	172
To create a ShortCut:	173
Editing a ShortCut	173
To edit a ShortCut:	173
Deleting a ShortCut	174
To delete a ShortCut:	174
Maintaining Your Handheld	175
Caring for your handheld	175
Battery considerations	176
Resetting your handheld	176
Performing a soft reset	176
To perform a soft reset:	177
Performing a hard reset	177
To perform a hard reset:	177
To restore your data from a Windows computer afterahardreset:	178
To restore your data from a Mac computer after a hard reset:	179
Frequently Asked Questions	181
Software installation problems	182
Operating problems	183
Tapping and writing problems	184
Application problems	185
HotSync problems	186
Beaming problems	191
Password problems	192
Recharging problems	192
Expansion card problems	193
Technical support	193
To find version and memory information:	193
Non-ASCII Characters forLoginScripts	195
Use of ^char	195
Carriage return and line feed	195
Literal characters	196
Examples:	196
Product Regulatory Information	197
Varning	198
Advarsel!	198
Varoitus	198
Advarsel	198
Waarschuwing!	199
Uwaga	199