Performing a HotSync operation for the first time | 3Com TRGpro

Desktop software. Changes you make on your handheld computer 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 by connecting your handheld computer directly to your personal computer with the cradle or indirectly with a modem or network. See Chapter 6 for information about performing HotSync operations via a modem or network.

Performing a HotSync operation for the first time

The first time you synchronize your data, you need to enter user information on both the handheld computer and Palm Desktop software. After you enter this information and synchronize, the HotSync Manager recognizes your handheld computer and doesn’t ask for this information again.

If you are a System Administrator preparing several handheld computers 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, rather than using a modem.

The following steps assume that you have already installed the Palm Desktop software. If you have not installed this software, see “Installing Palm Desktop software” in Chapter 1 for instructions.

To perform a local HotSync operation:

1. Insert your handheld computer into the cradle.

Chapter 4

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3Com TRGpro manual Performing a HotSync operation for the first time, To perform a local HotSync operation

Contents

Handbook for the TRGpro Handheld Computer Copyright Disclaimer and Limitation of LiabilityPalm Desktop Software Contents Chapter Managing Your Applications 143 115 Setting Preferences for Your Handheld Computer Appendix a Warranty and Other Product Information215 Appendix BPage About This Book Page What is a TRGpro handheld computer? ChapterGetting to know your handheld computer System requirements Upgrade informationMinimum requirements Optional equipment 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 Elements of the handheld computer interface Menu barIcons Abc Scroll bar Opening applicationsNext Previous Using menus To open an applicationTo open the menu bar Choosing a menu Graffiti menu commands Three ways to enter data CommandDisplaying online tips To display an online tip Graffiti writing Onscreen keyboard To open Memo Pad Importing data Using Palm Desktop software Customizing your handheld computer To open the Preferences screensTo set the current time To set the volume level Palm Desktop softwareTo set the current date With Palm Desktop software, you can do the following Connecting the cradle Installing Palm Desktop softwareTo 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 Writing accented characters Accent strokesAdditional non-English characters Graffiti ShortCuts Navigation strokesMove cursor right Move cursor left Next Field Address Book only Entry ShortCut Using the onscreen keyboard Using your personal computer keyboardTo use the onscreen keyboard To import data Importing data Chapter Entering Data in Your Handheld Computer Switching between applications Using the Applications LauncherSelecting applications Categorizing applications Changing the Applications Launcher display To categorize an applicationTo display applications by category Choosing preferences To change the Applications Launcher displayTo change preferences for an application Installing and removing applications Installing add-on applicationsTo install add-on software on your handheld computer Chapter Installing games Removing Palm Desktop software Removing applicationsTo remove an add-on application To remove Palm Desktop software CD if you want to synchronize data with another PIM To assign a password Assigning a passwordSecurity Security, you can do the following Changing or deleting a password To change or delete your passwordLocking your handheld computer Recovering from a forgotten password To lock your handheld computer with a passwordTo delete a forgotten password Managing Your Applications Using Your Basic Applications Date Book Overview of basic applicationsDate Book, you can do the following To open Date Book Address Book Address Book, you can do the followingTo open Address Book To Do List To Do List, you can do the followingTo open To Do List Calculator Memo PadMemo Pad, you can do the following Calculator, you can do the following Expense, you can do the following ExpenseTo open Calculator To open Expense Creating records Common tasksEditing records To create a record Edit menu Entering text Other ways to delete records Deleting recordsKeyboard Graffiti Help Purging records Exchanging and updating data HotSync operationsTo 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 Using Find To look up an Address Book recordTo use Find To use Phone Lookup Using Phone Lookup Phone Lookup tips Looking up names to add to expense recordsTo add names to an Expense record Sorting lists of records To sort records in To Do List and ExpenseTo sort records in Address Book and Memo Pad Hiding private records Making records private To display private records To hide private records To make a record private Attaching notesTo attach a note to a record To review or edit a note To change the font style Choosing fonts Application-specific tasks Scheduling an eventTo 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 set an alarm for an event Setting an alarm for an eventRescheduling an event To reschedule 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 Selecting types of phone numbers Next FieldTo select other types of phone numbers in an entry To open the Address Entry Details dialog box Changing Address Entry details Address Book menus Record menusOptions menus Book To create a To Do List item Setting priority Changing To Do List item details Checking off a To Do List itemTo set the priority of a To Do List item To check off a To Do List item Setting a due date To Do Show Options Show Due Dates To Do List menusShow Priorities Categories To create a new memo Reviewing memos To review a memo Memo Pad menus Pad To display recent calculations Recent Calculations Calculator menus AboutCalculator To create an Expense item Entering receipt details Changing the date of an Expense itemTo change the date of an Expense item To open the Receipt Details dialog box 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 To view your expense data using a Microsoft Excel template Expense menusRecord menu Options menu Using Your Basic Applications Communicating Using Your Handheld Computer Setting up Mail on the desktop To set up MailMail, you can do the following To select HotSync options Synchronizing Mail with your e-mail application Opening the Mail application on your handheld com- puterViewing e-mail items To open an e-mail item Displaying full header informationTo close an e-mail item To display full header information 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 Sending a blind carbon copy Setting a priorityTo set a priority for your e-mail item To add a BCC field to your e-mail item To create a signature Adding a signature to your e-mail item Storing e-mail to be sent later Editing unsent e-mailRequesting confirmations To retrieve an e-mail item Draft e-mail To save an e-mail item as a draft Filing e-mailTo edit an e-mail item saved as a draft To file e-mail Removing e-mail from the Deleted folder Deleting e-mailTo remove e-mail from the Filed folder To delete e-mail Purging deleted e-mail Message List optionsFolders Sorting the Message List Date column HotSync options To open the HotSync Options dialog boxAll Send Only Creating special filtersFilter Unread Ignoring or receiving e-mail Defining filter strings High-priority e-mail To define a filter stringTo retrieve high-priority e-mail items To truncate e-mail items Truncating e-mail items Message menus Mail menus Beaming information To select a business cardTo beam a record, business card, or category of records Tips on beaming information To beam an applicationTo receive beamed information Communicating Using Your Handheld Computer To set the HotSync options Selecting HotSync setup options Always available When PalmAvailable only Desktop software Speed Serial Port To customize HotSync application settings Customizing HotSync application settings Chapter Preparing your personal computer Conducting a HotSync operation via modem Setup String Preparing your handheld computerModem Advanced HotSync Operations Selecting the conduits for a modem HotSync operation To change the Conduit Setup for a modem HotSync operation Conducting a HotSync operation via a network Connecting to your company’s dial-in serverPerforming a HotSync operation via a modem To perform a modem HotSync operation 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 Buttons preferences Pen preferencesTo change the Buttons preferences To change the Pen preferences BacklightTurn Off & Lock HotSync buttons preferences Digitizer preferencesBeam Data To change the HotSync buttons preferences To set the country default Country defaultFormats preferences Time, date, week start, and numbers formats Auto-off delay To set the Auto-off delayGeneral preferences System, alarm, and game sounds To set the system and alarm soundsVolume level and System, Alarm, and Game Sounds Owner preferences To enter the Owner preferencesTo unlock the Owner Preferences screen ShortCuts preferences Creating a ShortCutTo create a ShortCut Deleting a ShortCut Editing a ShortCutTo edit a ShortCut To delete 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 To select a service Entering a user nameTo enter a user name To enter a password Entering a password Adding telephone settings Entering a prefixTo enter your server phone number To disable Call Waiting Disabling Call WaitingTo enter a prefix To use a calling card Using a calling card Creating additional service templates Connecting to your serviceTo add a new service template To duplicate an existing service template Idle timeout Adding detailed information to a service templateTo set the Idle timeout To select a connection type To enter a primary and secondary DNS Defining primary and secondary DNS IP address To identify dynamic IP addressingTo enter a permanent IP address Token-based authentication systems Creating a login script Plug-in applications To create a login script Delay PasswordWait For Send Get IP Command set queryDNSPrompt End To delete a service template Deleting a service template TCP/IP troubleshooting Network preferences menu commandsService menu Options menu Displaying expanded Service Connection Progress messages 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 and Removing Memory Cards Inserting a CF memory cardRemoving a CF Memory Card CompactFlash, CFpro, and CFBackup CFpro menus, preferences, and options CFproCFpro, you can do the following To launch CFpro Preferences Tools menu Copy to CF Example Copying files using CFproCopy to CF as Move to CF Chapter CFpro Notes Using a CF Card with your Personal Computer CFBackup, you can do the following CFBackupTo launch CFBackup To restore your data 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 Resetting your handheld computer Performing a soft resetTo perform a soft reset Performing a hard reset To perform a hard resetTo restore your data after a hard reset Appendix a Maintaining Your Handheld Computer Software installation problems ProblemAppendix 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 Appendix C Use of charCarriage 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