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Palm P80880US Handbook - Page 229

Performing HotSync® Operations, Conducting HotSync operations, Performing a HotSync operation:

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CHAPTER 15 Performing HotSync® Operations HotSync® technology enables you to synchronize data between a Palm OS® handheld and Palm™ Desktop software or another personal information manager (PIM) such as Microsoft Outlook, as well as to install add-on applications. Conducting HotSync operations The simplest way to synchronize data is to perform a direct HotSync operation by attaching your handheld to the cable, turning your handheld on, and tapping the Star icon. Performing a HotSync operation: Windows computers When you set up your handheld for the first time, you perform an initial HotSync operation. See "Step 5: Perform a HotSync operation" in Chapter 1 for details. As part of this initial HotSync operation, you need to enter user information on Palm Desktop software. After you enter this information and synchronize with your handheld, HotSync Manager recognizes your handheld and doesn't ask for this information again. NOTE Before you perform an initial HotSync operation, you must install Palm Desktop software. If you have not installed this software, see "Step 3: Install software" in Chapter 1 for instructions. 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" later in this chapter before performing the following steps. 219

Section	Page
Handbook for the Palm™ Tungsten™ E Handheld	1
Contents	3
Setting Up Your Palm™ Tungsten™ E Handheld	11
System requirements	11
Minimum requirements: Windows computers	11
Minimum requirements: Mac computers	12
Upgrade information	12
Step 1: Charge your handheld	12
Step 2: Set up your handheld	13
Step 3: Install software	13
Step 4: Connect the HotSync cable to the computer	13
Step 5: Perform a HotSync operation	14
To perform a HotSync operation:	14
Congratulations!	15
Exploring Your Handheld	17
Locating front panel controls	17
Locating top panel components	18
Locating back panel components	19
Locating bottom panel components	20
Adjusting brightness	20
To adjust the brightness of the backlight:	20
Adding an expansion card	20
To insert a card:	21
To remove a card:	21
Tapping and typing	21
Elements of the handheld interface	22
Displaying online tips	24
To display an online tip:	24
Using the navigator	24
To navigate in list screens, do any of the following:	25
To navigate in record screens:	25
To navigate in dialog boxes:	25
Additional software	25
Entering Data on Your Handheld	27
Using the onscreen keyboard	27
To use the onscreen keyboard:	27
Using Graffiti® 2 writing	28
To access Graffiti 2 help from an application:	28
To access Graffiti 2 information from Quick Tour:	28
Writing in Graffiti 2 input areas	29
Using Writing Area	29
To use the full-screen writing area:	29
To temporarily disable the full-screen writing area:	29
Graffiti 2 character set	30
Graffiti 2 alphabet	30
Graffiti 2 numbers	31
Punctuation marks	31
Accented characters	32
Symbols and other special characters	32
To write symbols and special characters:	33
Graffiti 2 Gestures	34
Graffiti 2 ShortCuts	34
Beaming data	35
To select a business card:	35
To beam a record, business card, or category of records:	35
To beam an application:	36
To receive beamed information:	37
Sending data	37
Using your computer keyboard	37
Importing data	38
Importing data from a Windows computer	38
To import data from a Windows computer:	38
Using File Link	39
Importing data from a Mac computer	39
To import data from a Mac computer:	40
Working with Applications	41
Opening applications	41
To open an application on your handheld:	42
Opening expansion card applications	42
Switching between applications	42
To switch to an expansion card:	43
Categorizing applications	43
To categorize an application:	43
To display applications by category:	44
Copying applications to or from an expansion card	44
To copy an application to an expansion card:	44
To copy an application from an expansion card:	45
Selecting copy settings	46
To select copy settings:	46
Using menus	46
To open the menu bar:	47
Graffiti 2 menu commands	47
Performing common tasks	48
Creating records	48
To create a record:	48
Editing records	49
Entering text	49
Using the Edit menu	49
To select text in an application:	49
Deleting records	50
To delete a record:	50
Purging records	51
To purge records:	51
Categorizing records	51
To move a record into a category:	52
To display a category of records:	52
To define a new category:	53
To rename a category:	53
Finding information	54
Using Find	54
To use Find:	54
Looking up Contacts records	55
To look up a Contacts record with the stylus:	55
To look up a Contacts record with the navigator:	55
Using Phone Lookup	56
To use Phone Lookup:	56
Sorting lists of records	57
To sort records in Expense:	57
To sort records in Contacts, Note Pad, Memos, and Tasks:	57
Attaching notes	58
To attach a note to a record:	58
To review or edit a note:	58
To delete a note:	59
Choosing fonts	59
To change the font style:	59
Receiving alerts	60
Receiving alerts on your handheld	60
Receiving alerts from Palm Desktop software	60
To enable an event alert from Palm Desktop software:	60
Hiding or masking private records	61
Installing and removing applications	61
Installing files and add-on applications	61
Installing applications and files on a Windows computer	62
To drag and drop applications or files onto the Palm Quick Install icon:	62
To drag and drop applications or files onto the Palm Quick Install window:	63
To use the command buttons in the Palm Quick Install window:	64
To use the right-click menu to send the file to Palm Quick Install:	65
Palm Quick Install tips	65
Installing applications and files on a Mac computer	66
To install add-on software on your handheld using a Mac computer:	66
Removing applications	68
To remove an add-on application:	68
Removing Palm Desktop software	68
To remove Palm Desktop software from a Windows computer:	68
To remove Palm Desktop software from a Mac computer:	69
Using Calendar	71
To open Calendar:	71
Working in Agenda View	72
To display the Agenda View:	72
Setting Agenda View display options	72
Working in Day View	73
To display the Day View:	73
Setting Day View display options	73
Scheduling an event	74
To schedule an event for the current day:	74
To schedule an event for another day:	75
To schedule an untimed event:	76
Scheduling repeating or continuous events	77
To schedule a repeating or continuous event:	77
To delete repeating events:	77
Setting an alarm for an event	77
To set an alarm for an event:	78
Setting an event location	79
To add an event location:	79
Rescheduling an event	79
To reschedule an event:	79
Using categories	79
To categorize an event:	79
To edit a category or create a new category:	79
Working in Week View	80
To display the Week View:	80
Working in Month View	81
Setting Month View display options	82
Working in Year View	83
To display the Year View:	83
Spotting event conflicts	83
Beaming events	84
To beam an event:	84
To beam a category of events:	84
To receive a beamed category of events:	84
Viewing birthday events	84
To view a birthday event:	84
Using Calendar menus	85
Record menu	85
Option menu/Preferences	85
Using Card Info	87
Reviewing Card information	87
To review Card information:	87
Renaming a card	87
To rename a card:	87
Formatting a card	88
To format a card:	88
Managing expansion cards	88
Using Card Info menus	89
Card menu	89
Using Contacts	91
To open Contacts:	91
Creating a contact	91
To create a new contact:	92
Displaying additional contact fields	94
To display additional contact fields:	94
Selecting field types	94
To select field types in a contact:	95
Changing Contact details	96
To open the Contact Details dialog box:	96
Creating a business card	96
Making connections from Contacts	96
Quick Connect	97
To use Quick Connect from a contact:	97
To use Quick Connect from the Contacts list:	97
To configure Quick Connect settings:	98
Tap-to-Connect	98
To enable Tap-to-Connect:	98
To make a connection with Tap-to-Connect:	98
Using Contacts menus	99
Record menus	99
Options menus	100
Using Expense	101
To open Expense:	101
Adding expense items	101
To add an expense item:	101
Changing the date of an Expense item	102
To change the date of an Expense item:	102
Entering receipt details	103
To open the Receipt Details dialog box:	103
Customizing the Currency pick list	104
To customize the Currency pick list:	104
Changing the default currency	104
To change your default currency:	104
Defining a custom currency symbol	105
To define a custom currency symbol:	105
Setting Show Options	105
To open the Show Options dialog box:	106
Working with Expense data on your computer	106
Displaying the euro on your computer	107
Printing the euro	107
Using Expense menus	107
Options menu	107
Using Memos	109
To open Memos:	109
Creating memos	109
To create a new memo:	109
Reviewing memos	110
To review a memo:	110
Using Memos menus	110
Record menus	110
Options menus	111
Using Note Pad	113
To open Note Pad:	113
Creating a note	114
To create a new note:	114
To clear the screen:	114
Changing Note Pad color settings	114
To set the colors:	114
Setting an alarm for a note	115
To set an alarm for a note:	115
Using Note Pad menus	117
Record menu	117
Options menu	117
Using Palm™ Photos	119
To open Palm Photos:	119
Viewing photos	119
Viewing photos in Thumbnail view	119
To view photos in Thumbnail view:	120
Viewing photos in List view	120
To view photos in List view:	120
Sorting photos in List view	121
To sort photos in List view:	121
Viewing a slide show	121
To view a slide show:	121
To adjust the delay between photos during a slide show:	122
Rotating photos	122
To rotate a photo:	122
Viewing photo information	122
To review photo information:	123
Creating an album	123
To create an album:	123
Filing photos in albums	124
To file photos in albums:	124
Copying photos	124
To copy photos:	124
Renaming or deleting an album	125
To rename an album:	125
To delete an album:	125
Beaming photos	126
To beam photos:	126
Deleting photos	126
To delete photos:	127
Working with photos on your computer	127
Using Palm Photos menus	128
Options menu	128
Using Tasks	129
To open Tasks:	129
Creating tasks	130
To create a task:	130
Setting priority	130
To set the priority of a task:	130
Checking off a task	131
To check off a task:	131
Changing task details	131
To display the Tasks Details dialog box:	131
Setting a due date	132
To set a due date for a task:	132
Setting an alarm	132
To set an alarm for a task:	132
Scheduling repeating tasks	133
To schedule a repeating fixed-interval task:	133
To schedule a task that repeats at fixed intervals after a prior instance of the task is completed:	134
Display options	134
Using the display filters	134
To use the display filters:	135
Setting Tasks Preferences	135
To change Preferences settings:	135
Using Palm™ VersaMail™ Personal Email Software	137
VersaMail application features	137
Getting started with the VersaMail application	137
Synchronizing an existing username	138
Upgrading a MultiMail/VersaMail database	138
To upgrade an existing e-mail database for use with the VersaMail application:	138
Setting up and managing email accounts	138
Account and connection types	139
Network e-mail account prerequisites	139
Using an ISP	140
Using a corporate e-mail account	141
VPNs	141
Creating an e-mail account	142
To create an e-mail account:	142
Entering the account username and password	143
To enter the account username and password:	144
Entering the name of the incoming and outgoing mail server	144
To enter mail server settings:	144
Setting mail retrieval options for a POP or IMAP account	145
To set mail retrieval server options for a POP or IMAP account:	146
Setting outgoing mail options	147
To set outgoing mail options:	148
Adding a signature	149
To add a personal signature:	149
Setting advanced outgoing mail options	149
To set advanced outgoing mail options:	149
Testing your new account	150
Editing e-mail accounts	150
To select the account to edit:	150
Deleting an e-mail account	151
To delete an account:	151
Selecting a different service for a given e-mail account	152
To set up a service for a given e-mail account (different from the default service for your handheld):	152
Adding ESMTP to an account	153
To edit an account and add ESMTP:	154
Troubleshooting account access problems	155
Getting, sending, and managing e-mail	155
Getting e-mail	155
Choosing the e-mail account and displaying the Inbox	155
To display an account and its Inbox:	156
Getting e-mail by subject or getting the entire message	156
To get e-mail messages:	156
Auto get mail with notification	158
Scheduling auto get mail	158
To set up a scheduled auto get mail:	158
Auto get notifications	160
Setting notification options	161
To set notification options:	161
Making your handheld buzz or blink when you get new email	162
To make your handheld buzz or blink when you get new e-mail:	162
Viewing and using the Reminders screen	162
To view the Reminders screen:	163
Auto get mail retries	164
Resource issues with auto get mail	165
Inbox icons in the VersaMail application	165
Reading e-mail	165
To read a message using the navigator:	166
Plain text and HTML e-mail	166
To select whether to receive e-mail messages in HTML or in plain text format:	167
Viewing other folders	168
To view other folders:	168
Managing display options in the folder’s list view	168
To change the sort order:	169
To select a one-line or two-line view:	169
To display or hide a column in a folder’s list view:	170
To change the font:	170
To select colors for read and unread mail:	171
To change the size of a column in the folder’s list view:	172
To change the font of a composed message:	172
Moving e-mail between folders	173
To move one e-mail message:	173
To move multiple e-mail messages:	174
Creating and editing mail folders	175
To create and edit e-mail folders:	175
Creating and sending new e-mail	177
To create a new e-mail message:	177
Addressing a message by typing the address	178
To enter the address:	178
Addressing a message using Contacts	179
To use an address from Contacts:	179
Using Smart Addressing to address a message	180
To use Smart Addressing to address a message:	180
Turning Smart Addressing on or off	181
To turn Smart Addressing on or off in VersaMail Preferences:	181
Composing and sending e-mail	181
To compose the rest of the e-mail and send it:	181
Send retry	182
To select automatic send retry:	183
Send retry notifications	183
Modifying messages in the Outbox	183
Outbox icons in the VersaMail applications	184
Completing drafts	184
Attaching a personal signature	185
To create a personal signature:	185
Forwarding e-mail	185
To forward e-mail:	185
Replying to e-mail	187
To reply to an e-mail message that you are reading:	187
To reply to an e-mail message from the folders list:	188
Working with URLs	189
Working with attachments	189
Downloading attachments to your handheld	189
To download an attachment:	191
Downloading large attachments	193
To determine if a message has an attachment or multiple attachments that exceed the maximum message size:	193
To download a single attachment that exceeds the maximum message size:	194
To download multiple attachments whose total size exceeds the maximum message size:	194
Saving attachments to an expansion card	195
To save an attachment to an expansion card:	195
Attaching files from a handheld application	196
To attach a file from a handheld application:	196
Attaching files from an expansion card	197
To attach a file from an expansion card:	198
Forwarding an attachment	199
To forward a message with an attachment:	199
Deleting messages	199
To delete one or more messages:	200
To delete messages before a certain date:	201
Emptying the trash	202
To empty the trash:	202
To have the trash emptied automatically:	202
Marking messages as read or unread	203
To mark messages as read or unread:	203
Setting preferences for getting and deleting e-mail	204
To set e-mail preferences:	204
Adding or updating a Contacts record directly from a message	205
To add a new Contacts record:	205
Synchronizing e-mail between the handheld and the desktop	206
Configuring account settings in HotSync Manager	206
To start Palm VersaMail HotSync Conduit:	206
Setting synchronization options and account settings	207
To configure an account and set the synchronization options:	208
To configure Microsoft Outlook:	209
To configure Outlook Express:	210
To set up MAPI in Eudora:	211
Account information screens	216
To view the Account Overview screen:	217
To view the Handheld Settings Overview screen:	217
Palm VersaMail HotSync Conduit shortcuts	217
Verifying handheld account settings before synchronizing accounts	217
Synchronizing an account	218
To select which accounts are synchronized during a HotSync operation:	218
Synchronizing multiple accounts	219
Using SSL with the conduit	219
Using World Clock	221
To open World Clock:	221
Viewing the time	222
To view the time:	222
Setting the primary location	222
To set the primary location:	222
To set the date:	223
To set the time:	223
Choosing a different primary location	224
To change the primary location:	224
Setting the secondary locations	224
To select the secondary locations:	224
Adding a location	225
To add a location:	225
To set Daylight Saving options:	225
Modifying a location	226
To modify a location:	226
Removing a location	226
To remove a location:	226
Setting an alarm	227
To set an alarm:	227
Using World Clock menus	228
Options menu	228
Performing HotSync® Operations	229
Conducting HotSync operations	229
Performing a HotSync operation: Windows computers	229
To perform a HotSync operation on a Windows computer:	230
To perform a HotSync operation using an alternate cable method:	231
Performing a HotSync operation: Mac computers	232
To perform a HotSync operation on a Mac computer:	233
Customizing HotSync application settings	234
To customize HotSync application settings on a Windows computer:	235
To customize HotSync application settings on a Mac computer:	235
Conducting infrared HotSync operations	236
Preparing your computer for infrared communication	236
To configure HotSync Manager for infrared communication on a Windows computer:	237
To configure HotSync Manager for infrared communication on a Mac computer:	237
Performing an infrared HotSync operation	238
To perform an infrared HotSync operation on your handheld:	238
Returning to cable HotSync operations	239
To return to local USB cable HotSync operations on a Windows computer:	239
Conducting network HotSync operations	239
Connecting to your company’s dial-in server	239
To prepare your Windows computer for a network HotSync operation:	240
To prepare your handheld for a network HotSync operation:	240
Selecting the conduits for a network HotSync operation	242
To change the Conduit Setup for a network HotSync operation:	242
Performing a network HotSync operation	243
To perform a network HotSync operation:	243
Using File Link	243
Creating a user profile	243
To create a user profile on a Windows computer:	244
To create a user profile on a Mac computer:	245