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Palm Zire 71 Handbook - Page 173

Performing HotSync® Operations, Selecting HotSync setup options, To set the HotSync options on

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CHAPTER 15 Performing HotSync® Operations HotSync® technology enables you to install add-on applications and to synchronize data between one or more Palm OS® handhelds and Palm™ Desktop software or another personal information manager (PIM) such as Microsoft Outlook. To synchronize data, you must connect your handheld and your computer either directly or indirectly. Direct methods include placing your handheld in the cradle/cable attached to your computer, or using infrared communications. Indirect methods include using an optional modem accessory or network HotSync technology. Selecting HotSync setup options You can choose when HotSync Manager will run. If necessary, you can adjust the local and modem HotSync settings as well. To set the HotSync options on a Windows computer: 1. Click the HotSync icon in the Windows system tray (lower-right corner of the taskbar). If you do not see the HotSync icon, you need to start HotSync Manager: On the Windows desktop, click Start, and then select Programs. Navigate to the Palm Desktop software program group, and select HotSync Manager. Alternatively, you can start the Palm Desktop software, which automatically opens the HotSync Manager. 2. Select Setup. 163

Section	Page
Handbook for the Palm™ Zire™ 71 Handheld	1
Contents	3
About This Book	11
Setting Up Your Palm™ Zire™ 71 Handheld	13
System requirements	14
Minimum requirements: Windows computers	14
Minimum requirements: Mac computers	15
Audio and video requirements	15
E-mail requirements	15
SMS requirements	15
Upgrade information	16
Step 1: Connect the HotSync® cradle/cable to the computer	16
Step 2: Charge your handheld	16
Step 3: Set up your handheld	17
Step 4: Install software	17
Step 5: Perform a HotSync operation	18
Step 6: Register your handheld	18
Congratulations!	18
Exploring Your Handheld	19
Locating handheld components	20
Opening the camera	20
To open the camera:	20
To close the camera:	20
Locating front panel controls	21
Locating top panel components	22
Using the backlight	23
To adjust the brightness of the backlight:	23
Locating back panel components	24
Adding an expansion card	25
To insert a card:	25
To remove a card:	25
Tapping and typing	26
Elements of the handheld interface	27
Displaying online tips	28
To display an online tip:	29
Using the navigator	29
To navigate in list screens, do any of the following:	29
To navigate in record screens:	30
To navigate in dialog boxes:	30
Entering Data on Your Handheld	31
Using the onscreen keyboard	31
To use the onscreen keyboard:	31
Using Graffiti 2 writing to enter data	32
To write Graffiti 2 characters:	34
To delete Graffiti 2 characters:	34
Graffiti 2 tips	34
Graffiti 2 alphabet	35
Capital letters	36
To write additional capital letters:	36
Graffiti 2 numbers	36
Punctuation marks	36
Accented characters	38
Symbols and other special characters	39
To write symbols and special characters:	39
Graffiti 2 Gestures	40
Graffiti 2 ShortCuts	40
Full-screen writing area	41
To use the full-screen writing area:	41
To temporarily disable the full-screen writing area:	41
Beaming data	41
To select a business card:	42
To beam a record, business card, or category of records:	42
To beam an application:	43
To receive beamed information:	43
Beaming tips	44
Sending data	44
Using your computer keyboard	45
Importing data	45
Importing data from a Windows computer	45
To import data from a Windows computer:	45
Using File Link	46
Importing data from a Mac computer	47
To import data from a Mac computer:	47
Using Note Pad	47
Using a portable keyboard	48
Working with Applications	49
Opening applications	49
To open an application on your handheld:	50
Other ways to open applications	50
Opening expansion card applications	50
To open an application on an expansion card:	51
Switching between applications	51
To switch to an expansion card:	51
Categorizing applications	52
To categorize an application:	52
To display applications by category:	53
Changing the Applications Launcher display	53
To change the Applications Launcher display:	53
To open the Applications Launcher to the last opened category:	53
Copying applications to or from an expansion card	54
To copy an application to an expansion card:	54
To copy an application from an expansion card:	55
Selecting copy settings	55
To select copy settings:	55
Using menus	56
To open the menu bar:	56
Choosing a menu	57
To select a menu command with the stylus:	57
Graffiti 2 menu commands	57
Choosing application preferences	58
To change preferences for an application:	58
Performing common tasks	58
Creating records	58
To create a record:	58
Editing records	59
Entering text	59
Using the Edit menu	59
To select text in an application:	59
Deleting records	60
To delete a record:	60
To delete a record with alternate methods:	61
Purging records	61
To purge records:	61
Categorizing records	62
To move a record into a category:	63
To display a category of records:	63
To define a new category:	64
To rename a category:	65
Finding information	65
Looking up Address Book records	66
To look up an Address Book record with the stylus:	66
To look up an Address Book record with the navigator:	66
Using Find	67
To use Find:	67
Using Phone Lookup	68
To use Phone Lookup:	68
Using Graffiti 2 commands with Phone Lookup	69
Looking up names to add to Expense records	69
To add names to an Expense record:	69
Sorting lists of records	70
To sort records in To Do List and Expense:	70
To sort records in Address Book, Note Pad, and Memo Pad:	70
Attaching notes	71
To attach a note to a record:	72
To review or edit a note:	72
To delete a note:	72
Choosing fonts	73
To change the font style:	73
Receiving alerts	74
Receiving alerts on your handheld	74
To respond to alerts, do one of the following:	74
Receiving alerts from Palm Desktop software	75
To enable an event alert from Palm Desktop software:	75
Hiding or masking private records	75
Installing and removing applications	75
Installing files and add-on applications	75
Installing applications and files on a Windows computer	76
To drag and drop applications or files onto the Palm Quick Install icon:	76
To drag and drop applications or files onto the Palm Quick Install window:	77
To use the command buttons in the Palm Quick Install window:	78
To use the right-click menu to send the file to Palm Quick Install:	79
Palm Quick Install tips	79
Installing applications and files on a Mac computer	80
To install add-on software on your handheld using a Mac computer:	80
Removing applications	82
To remove an add-on application:	82
Removing Palm Desktop software	82
To remove Palm Desktop software from a Windows computer:	83
To remove Palm Desktop software from a Mac computer:	83
Using Address Book	85
To open Address Book:	85
Creating an Address Book entry	86
To create a new Address Book entry:	86
Selecting types of phone numbers	87
To select other types of phone numbers in an entry:	87
Changing Address Entry details	88
To open the Address Entry Details dialog box:	88
Making connections from Address Book	88
Quick Connect	89
To use Quick Connect from an Address entry:	89
To use Quick Connect from the Address list:	89
To configure Quick Connect settings:	90
Tap-to-Connect	90
To enable Tap-to-Connect:	90
To make a connection with Tap-to-Connect:	91
Using Address Book menus	91
Record menus	92
Options menus	93
Using Calculator	95
To open Calculator:	95
Performing calculations	96
Viewing Recent Calculations	97
To display recent calculations:	97
Using Calculator menus	97
Options menu	97
Using Card Info	99
Reviewing Card Information	99
To review Card Information:	99
Renaming a card	100
To rename a card:	100
Formatting a card	100
To format a card:	100
Managing expansion cards	101
Using Card Info menus	101
Card menu	101
Using Date Book	103
To open Date Book:	103
Scheduling an event	104
To schedule an event for the current day:	104
To schedule an event for another day:	106
To schedule an untimed event:	106
Selecting an event	107
To select an event:	107
Rescheduling an event	108
To reschedule an event:	108
Setting an alarm for an event	108
To set an alarm for an event:	108
Scheduling repeating or continuous events	109
To schedule a repeating or continuous event:	109
Changing repeating or continuous events	110
To delete repeating events:	110
Considerations for repeating or continuous events	111
Changing the Date Book view	111
To cycle through Day, Week, Month, and Agenda views:	111
Working in Week View	112
To display the Week View:	112
Working in Month View	113
Working in Agenda View	114
To display the Agenda View:	114
Spotting event conflicts	115
Using Date Book menus	116
Record menu	116
Options menu	116
Display Options	117
Preferences	118
About Date Book	118
Using Expense	119
To open Expense:	119
Adding expense items	120
To add an expense item:	120
Changing the date of an Expense item	121
To change the date of an Expense item:	121
Entering receipt details	121
To open the Receipt Details dialog box:	121
Customizing the Currency pick list	122
To customize the Currency pick list:	122
Changing the default currency	123
To change your default currency:	123
Defining a custom currency symbol	123
To define a custom currency symbol:	123
Setting Show Options	124
To open the Show Options dialog box:	124
Working with Expense data on your computer	125
Displaying the euro on your computer	125
Printing the euro	125
Using Expense menus	126
Record menu	126
Options menu	126
Using Memo Pad	127
To open Memo Pad:	127
Creating memos	128
To create a new memo:	128
Reviewing memos	129
To review a memo:	129
Using Memo Pad menus	129
Record menus	130
Options menus	130
Using Note Pad	131
To open Note Pad:	131
Creating a note	132
To create a new note:	132
To clear the screen:	132
Reviewing notes	133
To review a note:	133
Changing Note Pad color settings	133
To set the colors:	133
Setting an alarm for a note	134
To set an alarm for a note:	134
Using Note Pad menus	135
Record menu	136
Options menus	136
Using Palm™ Photos	137
To open Palm Photos:	137
Using the camera	138
Opening and closing the camera	138
To open the camera:	138
To close the camera:	139
Setting camera options	139
To set camera options:	139
To customize the automatic photo name:	141
Taking photos	142
To take photos:	142
Managing memory space for photos	143
To make room for more photos:	143
Approving photos	144
To approve photos taken in the current session:	144
Viewing photos	144
Viewing photos in Thumbnail view	145
To view photos in Thumbnail view:	145
Viewing photos in List view	146
To view photos in List view:	146
Viewing a slide show	147
To view a slide show:	147
To adjust the delay between photos during a slide show:	147
Rotating photos	148
To rotate and photo:	148
Viewing photo information	148
To review photo information:	148
Organizing photos	149
Sorting photos in List view	149
To sort photos in List view:	149
Creating an album	150
To create an album:	150
Filing photos in albums	151
To file photos in albums:	151
Copying photos	151
To copy photos:	151
Renaming or deleting an album	152
To rename an album:	152
To delete an album:	153
Beaming photos	153
To beam photos:	154
Deleting photos	154
To delete photos:	155
Working with photos on your computer	156
Using Palm Photos menus	156
Photo menu	156
Options menus	156
Using To Do List	157
To open To Do List:	157
Creating list items	158
To create a To Do List item:	158
Setting priority	158
To set the priority of a To Do List item:	159
Checking off a To Do List item	159
To check off a To Do List item:	159
Changing To Do List item details	160
To display the To Do Item Details dialog box:	160
Setting a due date	160
To set a due date for a To Do List item:	160
Setting To Do Preferences	161
To change the Preferences settings:	161
Using To Do List menus	162
Record menu	162
Options menu	162
Using World Clock	163
To open World Clock:	163
Viewing the time	164
To view the time:	164
Setting the primary location	164
To set the primary location:	164
To set the date:	165
To set the time:	165
Choosing a different primary location	166
To change the primary location:	166
Setting the secondary locations	166
To select the secondary locations:	167
Adding a location	167
To add a location:	167
To set Daylight Saving options:	168
Modifying a location	169
To modify a location:	169
Removing a location	169
To remove a location:	169
Setting an alarm	169
To set an alarm:	170
Using World Clock menus	171
Options menu	171
Performing HotSync® Operations	173
Selecting HotSync setup options	173
To set the HotSync options on a Windows computer:	173
To set the HotSync options on a Mac computer:	175
Customizing HotSync application settings	176
To customize HotSync application settings on a Windows computer:	177
To customize HotSync application settings on a Mac computer:	178
Conducting cradle/cable HotSync operations	179
Performing a cradle/cable HotSync operation: Windows computers	179
To perform a local HotSync operation on a Windows computer:	179
Performing a direct HotSync operation: Mac computers	181
To perform a local HotSync operation on a Mac computer:	182
Conducting IR HotSync operations	183
Preparing your computer for infrared communication	183
To configure HotSync Manager for infrared communication on a Windows computer:	184
To configure HotSync Manager for infrared communication on a Mac computer:	185
Performing an IR HotSync operation	185
To perform an IR HotSync operation on your handheld:	185
Returning to cradle/cable HotSync operations	186
To return to local USB cradle/cable HotSync operations on a Windows computer:	186
To return to local Serial cradle/cable HotSync operations on a Windows computer:	186
To return to local serial cradle/cable HotSync operations on a Mac computer:	186
Conducting modem HotSync operations	187
Preparing your computer for a modem HotSync operation	187
To prepare a Windows computer for a modem HotSync operation:	187
To prepare a Mac computer for a modem HotSync operation:	188
Preparing your handheld for a modem HotSync operation	189
To prepare your handheld for a modem HotSync operation:	189
Selecting the conduits for a modem HotSync operation	191
To change the Conduit Setup for a modem HotSync operation:	191
Performing a modem HotSync operation	191
To perform a modem HotSync operation:	191
Conducting network HotSync operations	192
Connecting to your company’s dial-in server	192
To prepare your Windows computer for a network HotSync operation:	192
To prepare your handheld for a network HotSync operation:	193
Performing a network HotSync operation	195
To perform a network HotSync operation:	195
Using File Link	195
Creating a user profile	195
To create a user profile on a Windows computer:	196
To create a user profile on a Mac computer:	197
Performing the first HotSync operation with a user profile	197
To use a profile for a first-time HotSync operation on a Windows computer:	197
To use a profile for a first-time HotSync operation on a Mac computer:	198
Setting Preferences for Your Handheld	199
Setting General Preferences	200
To open the General Preferences screens:	200
Date & Time Preferences	201
To set the location:	201
To set the date:	201
To set the time:	202
To set the time zone and daylight saving time:	202
Digitizer Preferences	202
To calibrate your handheld screen:	202
Formats Preferences	203
Country default	203
To set the country default:	203
Time, date, week start, and numbers formats	203
To select the time, date, week start, and numbers format:	203
Graffiti 2 Preferences	204
To select alternate strokes:	204
Power Preferences	204
Auto-off after	205
To set the Auto-off after interval:	205
Stay on in Cradle	205
To change the cradle/cable setting:	205
Beam Receive	205
To turn off the Beam Receive feature:	205
Security Preferences	206
Assigning a password	206
To assign a password:	206
Changing or deleting a password	207
To change or delete your password:	207
Locking your handheld	207
To set your handheld to lock when you turn it off:	208
To set your handheld to lock at a preset time:	208
To set your handheld to lock after a period of inactivity:	209
To lock and turn off your handheld manually:	209
Recovering from a forgotten password	210
To delete a forgotten password:	210
Making records private	210
To hide all private records:	211
To mask all private records:	211
To display all private records:	212
To unmask individual records:	212
To make a record private:	212
Sounds & Alerts Preferences	212
To select a profile:	213
System Sound, Game Sound, and Alarm Sound settings	213
To set the sound settings:	213
Writing Area Preferences	214
To turn Writing Area Preferences on and off:	214
Setting Communication Preferences	215
To open the Communication Preferences screens:	215
Connection Preferences	215
Editing connections	216
To edit the IR to Phone connection:	216
Network Preferences	217
Creating and selecting network service profiles	218
To add a new network service profile:	218
To select a network service profile:	218
To duplicate an existing network service profile:	218
Entering a user name	219
To enter a user name:	219
Entering a password	219
To enter a password:	219
Selecting a connection	220
To select a connection:	220
Adding telephone settings	220
To enter your server phone number:	221
Entering a prefix	221
To enter a prefix:	221
Disabling Call Waiting	222
To disable Call Waiting:	222
Using a calling card	222
To use a calling card:	222
Connecting to your service	223
To establish a connection:	223
To close a connection:	224
Adding detailed information to a network service profile	224
To add connection details:	224
Idle timeout	224
To set the Idle timeout:	224
Defining primary and secondary DNS	225
To enter a primary and secondary DNS:	225
IP address	225
To identify dynamic IP addressing:	225
To enter a permanent IP address:	226
Login scripts	226
Creating a login script on your handheld	227
To create a login script:	227
Plug-in applications	228
Deleting a network service profile	228
To delete a network service profile:	228
Network Preferences menu commands	229
Service menu	229
Options menu	229
TCP/IP troubleshooting	229
Displaying expanded Service Connection Progress messages	229
Viewing the Network Log	229
To view the Network Log:	229