Performing a HotSync operation for the first time | IBM WORKPADC3

Desktop for IBM WorkPad 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 companion directly to your computer with the cradle or indirectly with a WorkPad c3 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 companion and Palm Desktop for IBM WorkPad. After you enter this information and synchronize, the HotSync Manager recognizes your companion and does not ask for this information again.

If you are a System Administrator preparing several PC companions for a group of users, 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 for IBM WorkPad. If you have not installed this software, see “Installing Palm Desktop for IBM WorkPad” in Chapter 1 for details.

To perform a local HotSync operation:

1. Insert your companion into the cradle.

Tip: The bottom edge of the companion should align smoothly with the cradle when it is inserted properly.

Chapter 4

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IBM WORKPADC3 manual Performing a HotSync operation for the first time

Contents

Handbook for WorkPad c3 PC Companion Disclaimer and Limitation of Liability Copyright Contents Using Your Basic Applications Setting Preferences for Your Companion Communicating Using Your CompanionAdvanced HotSync Operations Appendix a Maintaining Your Companion Appendix B Frequently Asked Questions Warranty and Other Product Information Appendix D Non-ASCII Characters for Login ScriptsAppendix C Creating a Custom Expense Report Handbook for the WorkPad c3 PC Companion About This Book About This Book Chapter What is a WorkPad c3 companion?Getting to know your WorkPad c3 companion Optional equipment Upgrade informationSystem requirements Minimum requirements Locating front panel controls WorkPad c3 components Using the onscreen contrast control Using the backlight IR port Reset buttonLocating back panel components Side channels Chapter Recharging the battery Viewing data while in the cradle Palm Desktop software for IBM WorkPadWith Palm Desktop for IBM WorkPad, you can do the following Installing Palm Desktop for IBM WorkPad Using your companion with another PIM Tap with the stylus to get things done Tapping and typing Menu bar Elements of the companion interfaceIcons Abc Opening applications Using menus Choosing a menu Graffiti menu commands Three ways to enter data CommandDisplaying online tips Graffiti writing Onscreen keyboard Press the Memo Pad application button Tap New Importing data Using Palm Desktop for IBM WorkPad Customizing your companion Tap a month Tap the current date Writing Graffiti characters Using Graffiti writing to enter data Lift stylus here Start stroke at heavy dot Graffiti tips Graffiti alphabet Caps Lock Writing capital lettersWriting numbers Caps Shift Writing punctuation marks Graffiti numbersNumber 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 computer keyboard Using the onscreen keyboard Importing data Chapter Entering Data in Your WorkPad c3 Companion Categorizing applications Using the Applications LauncherSwitching between applications Selecting applications Changing the Applications Launcher display Choosing preferences Installing add-on applications Installing and removing applications Chapter Installing games Removing Palm Desktop for IBM WorkPad Removing applications Security Assigning a passwordSecurity, you can do the following Locking your companion Changing or deleting a password Recovering from a forgotten password Using Your Basic Applications Date Book Overview of basic applicationsDate Book, you can do the following Address Book, you can do the following Address Book To Do List, you can do the following To Do List Calculator, you can do the following Memo PadCalculator Memo Pad, you can do the following Expense, you can do the following Expense Creating records Common tasksEditing records Edit menu Entering text Graffiti Help Deleting recordsOther ways to delete records Keyboard Exchanging and updating data HotSync operations Purging records Performing a HotSync operation for the first time Using Your Basic Applications Categorizing records Default categories Tap Edit Categories Tap New To rename a category Looking up Address Book records Finding records Using Find Using Phone Lookup Looking up names to add to expense records Phone Lookup tips Sorting lists of records Hiding private records Making records private Tap the Applications icon Tap Security Tap Hide Attaching notes Choosing fonts Scheduling an event Application-specific tasks 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 Rescheduling an event Setting an alarm for an event Scheduling repeating or continuous events Changing the Date Book view Tap the Week View button Spotting event conflicts Working in Month View Record menu Options menu Date Book menus, preferences, and display options Using Your Basic Applications Book Preferences Creating an Address Book entry Next Field Selecting types of phone numbers Address Book menus Changing Address Entry details Options menus Record menus Book Setting priority Changing To Do List item details Checking off a To Do List item Setting a due date To Do Show Options Categories To Do List menusShow Due Dates Show Priorities Reviewing memos Memo Pad menus Pad Recent Calculations About Calculator menusCalculator Tap the Applications icon Tap Expense Tap New Entering receipt details Changing the date of an Expense item Customizing the Currency pick list Defining a custom currency symbol Show currency Show OptionsSort by Distance Creating or printing an expense report Transferring your data to Microsoft Excel Using expense report templates Using Your Basic Applications Record menu Expense menus Options menu Communicating Using Your Companion Mail, you can do the following Setting up Mail on the desktop Desktop DefaultSynchronize Files Opening the Mail application on your companion Synchronizing Mail with your E-Mail applicationViewing e-mail items Displaying full header information Creating e-mail items To create an e-mail item Chapter Looking up an address Adding details to e-mail items Sending a blind carbon copy Setting a priority Adding a signature to your e-mail item Editing unsent e-mail Storing e-mail to be sent laterRequesting confirmations Draft e-mail Filing e-mail Removing e-mail from the Deleted folder Deleting e-mail Message List options Purging deleted e-mailFolders Subject Date columnSorting the Message List Sender All HotSync optionsSend Only Filter Creating special filtersUnread Containing Ignoring or receiving e-mailIgnore Messages Defining filter strings High-priority e-mail Truncating e-mail items Message menus Mail menus Beaming information Tips on beaming information Advanced HotSync Operations Selecting HotSync setup options Desktop for IBM When PalmAlways available Available only Speed Serial Port Customizing HotSync application settings Chapter Preparing your computer Conducting a HotSync operation via modem Preparing your companion Setup StringModem To prepare your companion for a modem HotSync operation Selecting the conduits 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 prepare your computer for a network HotSync operation Creating a user profile Using File Link To create a user profile To use a profile for the first-time HotSync operation Preferences screens, you can do the following Viewing preferences Pen preferences Buttons preferences Turn Off & Lock BacklightBeam Data Formats preferences Digitizer preferencesHotSync buttons preferences Time, date, week start, and numbers formats Country default Cradle settings Auto-off delayGeneral preferences Beam Receive System, alarm, and game sounds Modem preferences Network preferences and TCP/IP software Selecting a service Entering a user name Entering a password Entering a prefix Adding telephone settings Disabling Call Waiting Using a calling card Creating additional service templates Connecting to your service Idle timeout Adding detailed information to a service template Defining primary and secondary DNS IP address Send CR Creating a login scriptWait For Send Deleting a service template Displaying expanded Service Connection Progress messages Network preferences menu commandsTCP/IP troubleshooting Service menu Options menu Adding a DNS number Owner preferences Creating a ShortCut ShortCuts preferences Deleting a ShortCut Editing a ShortCut Setting Preferences for Your Companion Caring for your companion Appendix a Battery considerations Performing a soft reset Resetting your companion Performing a hard reset Appendix a Maintaining Your Companion Appendix B Software installation problemsProblem Solution Problem Solution Operating problems Tapping and writing problems Application problems HotSync problems Frequently Asked Questions Appendix B Frequently Asked Questions Beaming problems Recharging problems Password problems Hardware Warranty Summary Getting Help, Service, and InformationBefore You Call for Service Purchasing Additional Services Getting Customer Support and ServiceProduct Registration and Getting Help by Telephone Country Name United States Frequently Asked Questions About mapping tables Appendix C Customizing existing sample templates Labels Determining the layout of the Expense Report Sections Analyzing your custom Expense Report Programming the mapping table Table with four sections Creating a Custom Expense Report Page Trip Using applications other than Microsoft ExcelExpense file details Trips Use of char Appendix DCarriage return and line feed Literal characters Product warranties Warranty Other Product Information Part 1 General Terms IBM U.K. Statement of WarrantyIBM Warranty For Machines Extent of Warranty Warranty Service Items Not Covered by Warranty Limitation of Liability Production Status Asia Pacific IBM U.K. Statement Of Warranty Part 2 Country-unique Terms 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 IBM WorkPad Electronic Emissions NoticesTrademarks Federal Communications Commission FCC Statement Statement of Conformity Canadian ICES-003 Statement UL/CSA Statement Page Index Index See also PIM Digitizer 14, 154 Index Index Index PIM See also Deleting Index Index