Selecting HotSync setup options | 3Com TRGpro instruction

Chapter 6

Advanced HotSync® Operations

HotSync® technology enables you to synchronize data between one or more TRGpro™ handheld computers and Palm™ Desktop software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your handheld computer and Palm Desktop software either directly, by placing your unit in the cradle attached to your personal computer, or indirectly, with a modem or network.

This chapter describes how to select HotSync options and perform a HotSync operation via a modem or network. See “Exchanging and updating data: HotSync operations” in Chapter 4 for information about performing your first and subsequent local HotSync operations.

Selecting HotSync setup options

You can choose when you want HotSync Manager to run. If necessary, you can adjust the local and modem HotSync settings as well.

To set the HotSync options:

1.Click the HotSync Manager icon in the Windows system tray.

2.Choose Setup.

3. Click the General tab and select one of the following options:

Chapter 6

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3Com TRGpro manual Selecting HotSync setup options, To set the HotSync options

Contents

Handbook for the TRGpro Handheld Computer Disclaimer and Limitation of Liability CopyrightPalm Desktop Software Contents Chapter Managing Your Applications 143 115 Setting Preferences for Your Handheld Computer Appendix B Warranty and Other Product InformationAppendix a 215Page About This Book Page Chapter What is a TRGpro handheld computer?Getting to know your handheld computer Optional equipment Upgrade informationSystem requirements Minimum requirements Locating front panel controls TRGpro components Using the backlight Protective flip cover Locating back panel components To install the batteries Installing the batteries Tap with the stylus to get things done Tapping and typing Menu bar Elements of the handheld computer interfaceIcons Abc Previous Opening applicationsScroll bar Next To open an application Using menusTo open the menu bar Choosing a menu Graffiti menu commands To display an online tip CommandThree ways to enter data Displaying online tips Graffiti writing Onscreen keyboard To open Memo Pad Importing data Using Palm Desktop software To open the Preferences screens Customizing your handheld computerTo set the current time Palm Desktop software To set the volume levelTo set the current date With Palm Desktop software, you can do the following Installing Palm Desktop software Connecting the cradleTo connect the cradle To install Palm Desktop software Using your handheld computer with another PIM Introduction to Your TRGpro Handheld Computer Writing Graffiti characters Using Graffiti writing to enter data To write Graffiti letters Graffiti tips Letter Graffiti alphabet Writing numbers Writing capital letters Writing punctuation marks Graffiti numbers Additional Graffiti punctuation Writing symbols and extended characters Accent strokes Writing accented charactersAdditional non-English characters Next Field Address Book only Navigation strokesGraffiti ShortCuts Move cursor right Move cursor left Entry ShortCut Using your personal computer keyboard Using the onscreen keyboardTo use the onscreen keyboard To import data Importing data Chapter Entering Data in Your Handheld Computer Categorizing applications Using the Applications LauncherSwitching between applications Selecting applications To categorize an application Changing the Applications Launcher displayTo display applications by category To change the Applications Launcher display Choosing preferencesTo change preferences for an application Installing add-on applications Installing and removing applicationsTo install add-on software on your handheld computer Chapter Installing games To remove Palm Desktop software Removing applicationsRemoving Palm Desktop software To remove an add-on application CD if you want to synchronize data with another PIM Security, you can do the following Assigning a passwordTo assign a password Security To change or delete your password Changing or deleting a passwordLocking your handheld computer To lock your handheld computer with a password Recovering from a forgotten passwordTo delete a forgotten password Managing Your Applications Using Your Basic Applications To open Date Book Overview of basic applicationsDate Book Date Book, you can do the following Address Book, you can do the following Address BookTo open Address Book To Do List, you can do the following To Do ListTo open To Do List Calculator, you can do the following Memo PadCalculator Memo Pad, you can do the following To open Expense ExpenseExpense, you can do the following To open Calculator To create a record Common tasksCreating records Editing records Edit menu Entering text Graffiti Help Deleting recordsOther ways to delete records Keyboard Exchanging and updating data HotSync operations Purging recordsTo purge records To perform a local HotSync operation Performing a HotSync operation for the first time HotSync button Categorizing records Default categories To display a category of records To move a record into a category To rename a category To define a new category Using Your Basic Applications Looking up Address Book records Finding records To look up an Address Book record Using FindTo use Find To use Phone Lookup Using Phone Lookup Looking up names to add to expense records Phone Lookup tipsTo add names to an Expense record To sort records in To Do List and Expense Sorting lists of recordsTo sort records in Address Book and Memo Pad Hiding private records Making records private To display private records To hide private records To review or edit a note Attaching notesTo make a record private To attach a note to a record To change the font style Choosing fonts Scheduling an event Application-specific tasksTo schedule an event for the current day Tap the time of an event To schedule an event for another day To schedule an untimed event To reschedule an event Setting an alarm for an eventTo set an alarm for an event Rescheduling an event To schedule a repeating or continuous event Scheduling repeating or continuous events To cycle through Day, Week, and Month views Changing the Date Book view To display the Week View To display the current time Spotting event conflicts Working in Month View Record menu Options menu Date Book menus, preferences, and display options Chapter Book Preferences To create a new Address Book entry Creating an Address Book entry Next Field Selecting types of phone numbersTo select other types of phone numbers in an entry To open the Address Entry Details dialog box Changing Address Entry details Record menus Address Book menusOptions menus Book To create a To Do List item Setting priority To check off a To Do List item Checking off a To Do List itemChanging To Do List item details To set the priority of a To Do List item Setting a due date To Do Show Options Categories To Do List menusShow Due Dates Show Priorities To create a new memo Reviewing memos To review a memo Memo Pad menus Pad To display recent calculations Recent Calculations About Calculator menusCalculator To create an Expense item To open the Receipt Details dialog box Changing the date of an Expense itemEntering receipt details To change the date of an Expense item Customizing the Currency pick list To define a custom currency symbol Defining a custom currency symbol Transferring your data to Microsoft Excel Show Options To create or print an expense report Creating or printing an expense report Using expense report templates Chapter Expense menus To view your expense data using a Microsoft Excel templateRecord menu Options menu Using Your Basic Applications Communicating Using Your Handheld Computer To set up Mail Setting up Mail on the desktopMail, you can do the following To select HotSync options Opening the Mail application on your handheld com- puter Synchronizing Mail with your e-mail applicationViewing e-mail items To display full header information Displaying full header informationTo open an e-mail item To close an e-mail item Creating e-mail items To create an e-mail item To reply to an e-mail item To look up an e-mail address Looking up an address Adding details to e-mail items To add a BCC field to your e-mail item Setting a prioritySending a blind carbon copy To set a priority for your e-mail item To create a signature Adding a signature to your e-mail item Editing unsent e-mail Storing e-mail to be sent laterRequesting confirmations To retrieve an e-mail item Draft e-mail To file e-mail Filing e-mailTo save an e-mail item as a draft To edit an e-mail item saved as a draft To delete e-mail Deleting e-mailRemoving e-mail from the Deleted folder To remove e-mail from the Filed folder Message List options Purging deleted e-mailFolders Sorting the Message List Date column To open the HotSync Options dialog box HotSync optionsAll Unread Creating special filtersSend Only Filter Ignoring or receiving e-mail Defining filter strings To define a filter string High-priority e-mailTo retrieve high-priority e-mail items To truncate e-mail items Truncating e-mail items Message menus Mail menus To select a business card Beaming informationTo beam a record, business card, or category of records To beam an application Tips on beaming informationTo receive beamed information Communicating Using Your Handheld Computer To set the HotSync options Selecting HotSync setup options Desktop software When PalmAlways available Available only Speed Serial Port To customize HotSync application settings Customizing HotSync application settings Chapter Preparing your personal computer Conducting a HotSync operation via modem Preparing your handheld computer Setup StringModem Advanced HotSync Operations Selecting the conduits for a modem HotSync operation To change the Conduit Setup for a modem HotSync operation To perform a modem HotSync operation Connecting to your company’s dial-in serverConducting a HotSync operation via a network Performing a HotSync operation via a modem To prepare your computer for a network HotSync operation To prepare your organizer for a network HotSync operation Conducting a HotSync operation via infrared communication Preparing your personal computer for infrared communication To install a Windows 95 infrared driver To check the ports used for infrared communication To perform an IR HotSync operation Performing an IR HotSync operation To return to cradle HotSync operations Returning to cradle HotSync operations Problem Solution Frequently asked questions about IR HotSync operations Using File Link To create a user profile Creating a user profile To use a profile for the first-time HotSync operation Advanced HotSync Operations Preferences screens, you can do the following Viewing preferences Pen preferences Buttons preferencesTo change the Buttons preferences Backlight To change the Pen preferencesTurn Off & Lock To change the HotSync buttons preferences Digitizer preferencesHotSync buttons preferences Beam Data Time, date, week start, and numbers formats Country defaultTo set the country default Formats preferences To set the Auto-off delay Auto-off delayGeneral preferences To set the system and alarm sounds System, alarm, and game soundsVolume level and System, Alarm, and Game Sounds To enter the Owner preferences Owner preferencesTo unlock the Owner Preferences screen Creating a ShortCut ShortCuts preferencesTo create a ShortCut To delete a ShortCut Editing a ShortCutDeleting a ShortCut To edit a ShortCut Connection preferences Creating new configurations Example a connection for remote IR HotSync operations Connection/Network Preferences Examples To create an IrCOMM to Modem connection To prepare the HotSync Manager for a modem HotSync operation To perform the HotSync operation Network preferences and TCP/IP software Selecting a service Entering a user name To select a serviceTo enter a user name To enter a password Entering a password Entering a prefix Adding telephone settingsTo enter your server phone number Disabling Call Waiting To disable Call WaitingTo enter a prefix To use a calling card Using a calling card To duplicate an existing service template Connecting to your serviceCreating additional service templates To add a new service template To select a connection type Adding detailed information to a service templateIdle timeout To set the Idle timeout To enter a primary and secondary DNS Defining primary and secondary DNS To identify dynamic IP addressing IP addressTo enter a permanent IP address Token-based authentication systems Creating a login script Plug-in applications To create a login script Send PasswordDelay Wait For End Command set queryDNSGet IP Prompt To delete a service template Deleting a service template Displaying expanded Service Connection Progress messages Network preferences menu commandsTCP/IP troubleshooting Service menu Options menu To view the Network Log Adding a DNS number CompactFlash CF Cards CompactFlash, CFpro, and CFBackup Recommended CF Cards TRGpro Examples CF Memory Cards, CFpro, and CFBackup Inserting a CF memory card Inserting and Removing Memory CardsRemoving a CF Memory Card CompactFlash, CFpro, and CFBackup To launch CFpro CFproCFpro menus, preferences, and options CFpro, you can do the following Preferences Tools menu Move to CF Example Copying files using CFproCopy to CF Copy to CF as Chapter CFpro Notes Using a CF Card with your Personal Computer To restore your data CFBackupCFBackup, you can do the following To launch CFBackup Conducting a HotSync operation via CF modem CF Modem Cards Check your connection preferences Inserting a CF modem card Chapter To perform the CF Modem HotSync operation Chapter CompactFlash, CFpro, and CFBackup Caring for your handheld computer Appendix a Battery considerations Performing a soft reset Resetting your handheld computerTo perform a soft reset To perform a hard reset Performing a hard resetTo restore your data after a hard reset Appendix a Maintaining Your Handheld Computer Problem Software installation problemsAppendix B Operating problems Tapping and writing problems Application problems Appendix B HotSync problems Appendix B Frequently Asked Questions Appendix B Beaming problems Password problems To find information about your TRGpro system Technical support Use of char Appendix CCarriage return and line feed Literal characters Warranty and Other Product Information Page Warranty and Other Product Information TRG Products End User Software License Agreement Warranty and Other Product Information Page Canadian RFI Statement FCC Statement Declaration of Conformity Index Index Index Index Index Index Index See also Deleting Index Index