Using File Link, Creating a user profile | IBM WORKPADC3 instruction

To prepare your companion for a network HotSync operation:

1.Tap the Applications icon .

2.Tap the HotSync icon .

3.Tap the Menu icon .

4.Tap Options, then tap Modem Sync Prefs.

5.Tap Network.

6.Tap OK.

Note: See “Network preferences and TCP/IP software” in Chapter 7 for information on configuring Network HotSync preferences.

Using File Link

The File Link feature enables you to import Address Book and Memo Pad information onto your companion from a separate external file such as a company phone list. HotSync Manager stores the data in a separate category on your Palm Desktop for IBM WorkPad and your companion. You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation.

With File Link, you can import data stored in any of the following formats:

■Comma delimited (.csv)

■Tab delimited (.tsv)

■Memo Pad archive (.mpa)

■Address Book archive (.aba)

■Text (.txt)

For information on how to set up a file link, see the Palm Desktop online Help.

Creating a user profile

If you use the File Link feature to configure several WorkPad PC companions with specific information (such as a company phone list) before distributing them to their actual users, you can create a user profile to load the data into a companion without associating that data with a user name. The User Profile feature is designed only for the first-time HotSync operation, before you assign a User ID to a particular companion.

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Advanced HotSync® Operations

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Contents

Handbook for WorkPad c3 PC Companion Copyright Disclaimer and Limitation of Liability Contents Using Your Basic Applications Communicating Using Your Companion Setting Preferences for Your CompanionAdvanced HotSync Operations Appendix B Frequently Asked Questions Appendix a Maintaining Your Companion Appendix D Non-ASCII Characters for Login Scripts Warranty and Other Product InformationAppendix C Creating a Custom Expense Report Handbook for the WorkPad c3 PC Companion About This Book About This Book What is a WorkPad c3 companion? ChapterGetting to know your WorkPad c3 companion Upgrade information System requirementsMinimum requirements Optional equipment WorkPad c3 components Locating front panel controls Using the onscreen contrast control Using the backlight Reset button Locating back panel componentsSide channels IR port Chapter Recharging the battery Palm Desktop software for IBM WorkPad Viewing data while in the cradleWith Palm Desktop for IBM WorkPad, you can do the following Installing Palm Desktop for IBM WorkPad Using your companion with another PIM Tapping and typing Tap with the stylus to get things done Elements of the companion interface Menu barIcons Abc Opening applications Using menus Graffiti menu commands Choosing a menu Command Three ways to enter dataDisplaying online tips Onscreen keyboard Graffiti writing Press the Memo Pad application button Tap New Using Palm Desktop for IBM WorkPad Importing data Customizing your companion Tap a month Tap the current date Using Graffiti writing to enter data Writing Graffiti characters Lift stylus here Start stroke at heavy dot Graffiti tips Graffiti alphabet Writing capital letters Writing numbersCaps Shift Caps Lock Graffiti numbers Writing punctuation marksNumber Writing symbols and extended characters Additional Graffiti punctuation Writing accented characters Accent strokesAdditional non-English characters Navigation strokes Graffiti ShortCutsMove cursor right Move cursor left Next Field Address Book only Entry ShortCut Using the onscreen keyboard Using your computer keyboard Importing data Chapter Entering Data in Your WorkPad c3 Companion Using the Applications Launcher Switching between applicationsSelecting applications Categorizing applications Changing the Applications Launcher display Choosing preferences Installing and removing applications Installing add-on applications Chapter Installing games Removing applications Removing Palm Desktop for IBM WorkPad Assigning a password SecuritySecurity, you can do the following Changing or deleting a password Locking your companion Recovering from a forgotten password Using Your Basic Applications Overview of basic applications Date BookDate Book, you can do the following Address Book Address Book, you can do the following To Do List To Do List, you can do the following Memo Pad CalculatorMemo Pad, you can do the following Calculator, you can do the following Expense Expense, you can do the following Common tasks Creating recordsEditing records Entering text Edit menu Deleting records Other ways to delete recordsKeyboard Graffiti Help Purging records Exchanging and updating data HotSync operations Performing a HotSync operation for the first time Using Your Basic Applications Default categories Categorizing records Tap Edit Categories Tap New To rename a category Finding records Looking up Address Book records Using Find Using Phone Lookup Phone Lookup tips Looking up names to add to expense records Sorting lists of records Making records private Hiding private records Tap the Applications icon Tap Security Tap Hide Attaching notes Choosing fonts Application-specific tasks Scheduling an event Tap the time of an event To schedule an event for another day Tap a blank area on the screen to deselect the untimed event Setting an alarm for an event Rescheduling an event Scheduling repeating or continuous events Changing the Date Book view Tap the Week View button Spotting event conflicts Working in Month View Date Book menus, preferences, and display options Record menu Options menu Using Your Basic Applications Preferences Book Creating an Address Book entry Selecting types of phone numbers Next Field Changing Address Entry details Address Book menus Record menus Options menus Book Setting priority Checking off a To Do List item Changing To Do List item details Setting a due date To Do Show Options To Do List menus Show Due DatesShow Priorities Categories Reviewing memos Memo Pad menus Pad Recent Calculations Calculator menus AboutCalculator Tap the Applications icon Tap Expense Tap New Changing the date of an Expense item Entering receipt details Customizing the Currency pick list Defining a custom currency symbol Show Options Sort byDistance Show currency Transferring your data to Microsoft Excel Creating or printing an expense report Using expense report templates Using Your Basic Applications Expense menus Record menu Options menu Communicating Using Your Companion Setting up Mail on the desktop Mail, you can do the following Default SynchronizeFiles Desktop Synchronizing Mail with your E-Mail application Opening the Mail application on your companionViewing e-mail items Creating e-mail items Displaying full header information To create an e-mail item Chapter Looking up an address Adding details to e-mail items Setting a priority Sending a blind carbon copy Adding a signature to your e-mail item Storing e-mail to be sent later Editing unsent e-mailRequesting confirmations Draft e-mail Filing e-mail Deleting e-mail Removing e-mail from the Deleted folder Purging deleted e-mail Message List optionsFolders Date column Sorting the Message ListSender Subject HotSync options AllSend Only Creating special filters FilterUnread Ignoring or receiving e-mail IgnoreMessages Containing Defining filter strings High-priority e-mail Truncating e-mail items Mail menus Message menus Beaming information Tips on beaming information Selecting HotSync setup options Advanced HotSync Operations When Palm Always availableAvailable only Desktop for IBM Serial Port Speed Customizing HotSync application settings Chapter Conducting a HotSync operation via modem Preparing your computer Setup String Preparing your companionModem To prepare your companion for a modem HotSync operation Selecting the conduits for a modem HotSync operation Connecting to your company’s dial-in server Conducting a HotSync operation via a networkPerforming a HotSync operation via a modem To prepare your computer for a network HotSync operation Using File Link Creating a user profile To create a user profile To use a profile for the first-time HotSync operation Viewing preferences Preferences screens, you can do the following Buttons preferences Pen preferences Backlight Turn Off & LockBeam Data Digitizer preferences Formats preferencesHotSync buttons preferences Country default Time, date, week start, and numbers formats Auto-off delay Cradle settingsGeneral preferences System, alarm, and game sounds Beam Receive Modem preferences Selecting a service Network preferences and TCP/IP software Entering a user name Entering a password Adding telephone settings Entering a prefix Disabling Call Waiting Using a calling card Connecting to your service Creating additional service templates Adding detailed information to a service template Idle timeout Defining primary and secondary DNS IP address Creating a login script Wait ForSend Send CR Deleting a service template Network preferences menu commands TCP/IP troubleshootingService menu Options menu Displaying expanded Service Connection Progress messages Adding a DNS number Owner preferences ShortCuts preferences Creating a ShortCut Editing a ShortCut Deleting a ShortCut Setting Preferences for Your Companion Appendix a Caring for your companion Battery considerations Resetting your companion Performing a soft reset Performing a hard reset Appendix a Maintaining Your Companion Software installation problems ProblemSolution Appendix B Operating problems Problem Solution Tapping and writing problems Application problems HotSync problems Frequently Asked Questions Appendix B Frequently Asked Questions Beaming problems Recharging problems Password problems Getting Help, Service, and Information Hardware Warranty SummaryBefore You Call for Service Getting Customer Support and Service Purchasing Additional ServicesProduct Registration and Getting Help by Telephone Country Name United States Frequently Asked Questions Appendix C About mapping tables Customizing existing sample templates Determining the layout of the Expense Report Labels Sections Analyzing your custom Expense Report Programming the mapping table Table with four sections Creating a Custom Expense Report Page Using applications other than Microsoft Excel Expense file detailsTrips Trip Appendix D Use of charCarriage return and line feed Literal characters Warranty Other Product Information Product warranties IBM U.K. Statement of Warranty IBM Warranty For MachinesExtent of Warranty Part 1 General Terms Items Not Covered by Warranty Warranty Service Production Status Limitation of Liability IBM U.K. Statement Of Warranty Part 2 Country-unique Terms Asia Pacific EUROPE, Middle EAST, Africa Emea Page North America Part 1 General Terms Items Not Covered by Warranty Production Status Asia Pacific EUROPE, Middle EAST, Africa Emea Page South AFRICA, NAMIBIA, BOTSWANA, Lesotho and Swaziland Limi Year 2000 Readiness and Instructions Electronic Emissions Notices TrademarksFederal Communications Commission FCC Statement IBM WorkPad Canadian ICES-003 Statement Statement of Conformity UL/CSA Statement Page Index Index See also PIM Digitizer 14, 154 Index Index Index PIM See also Deleting Index Index