Copyright: Copyright © 1997-2000 Palm, Inc. or its subsidiaries. All rights reserved.
Citation: Copyright © 1997-2000 Palm, Inc. or its subsidiaries. All rights reserved.


HotSync Operation Overview
HotSync® Operation Overview

A HotSync® operation is a two-way synchronization of records between your handheld and your computer. Changes that you make on your handheld or your computer are updated on both platforms after a HotSync operation. A HotSync operation backs up all your data and only synchronizes the changed portions of data, reducing the time it takes to complete a HotSync operation. You can also install applications and data from your computer to your handheld or to a Palm OS® compatible expansion card during a HotSync operation.

To perform a HotSync operation, HotSync Manager must be running. HotSync Manager is an independent application that oversees the HotSync operation. HotSync Manager monitors your computer's serial port, USB port, IR (infrared) port, and/or modem, and listens for a HotSync command from your handheld.

Note: The Windows 95 USB driver is not compatible with HotSync Manager.

A HotSync operation can be performed even when the Desktop application is not running.

You can perform a HotSync operation through five different types of connections:

Local Cradle/Cable	Uses a cradle or cable which connects to a USB or serial port on your computer. Use a local cradle/cable HotSync operation when you are sitting at your computer. You can use a local cradle/cable for the first HotSync operation.
InfraRed	Uses infrared communication between the IR port on your handheld and an IR device or port on your computer. You can use infrared communication for the first HotSync operation.
Direct Network	Uses a cradle/cable connected to a USB or serial port or infrared communication on any computer that has network HotSync Manager installed on your local area network (LAN) or a wide area network (WAN). Use a direct network HotSync operation when you are sitting at another computer that has network HotSync Manager installed.
Dial-In Network	Uses a modem connected to your handheld to dial into a server on your network. Use dial-in network HotSync operation if you are out of the office and have dial-in permission.
Modem	Uses two modems:  one connected to your handheld, the other to your computer. Use a modem HotSync operation to synchronize data when you want to dial directly into your computer from a remote location.
What do you want to do?

    Perform a local HotSync operation

    Perform an IR HotSync operation

    Perform a direct network HotSync operation

    Perform a dial-in network HotSync operation

    Perform a modem HotSync operation

    Change HotSync Manager startup options

    Change a HotSync conduit action

    View the HotSync Log


Performing the First HotSync Operation
Performing the First HotSync® Operation

To perform the first HotSync® operation

1.	Connect your handheld to the cradle/cable.

2.	Start HotSync Manager if it is not already running.

3.	From the HotSync Manager menu, choose Local USB and/or Local Serial.

•	If you’re using a USB connection, note that the Windows 95 USB driver is not compatible with HotSync Manager.

•	If you’re using a serial connection, select Setup from the HotSync Manager menu, click the Local tab, and select the serial port where the cradle/cable is attached.

4.	Press the HotSync button on the cradle/cable.

•	If you assigned a password to your handheld, enter the password on the Desktop when prompted.

5.	In the Users dialog box, enter the user name you want to assign to the handheld, or select an existing user name.

IMPORTANT: Every handheld should have a unique name. To prevent loss of a user’s records, never try to synchronize more than one handheld to the same user name.

6.	Click OK.

7.	Wait for a message on your handheld indicating that the process is complete.

After the HotSync process is complete, you can remove your handheld from the cradle/cable.

Note: You can also use infrared communication for the first HotSync operation.

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Performing a Local HotSync Operation
Performing a Local Cradle/Cable HotSync® Operation

To perform a local cradle/cable HotSync® operation

1.	Connect your handheld to the cradle/cable.

2.	Start HotSync Manager if it is not already running.

3.	From the HotSync Manager menu, choose Local USB and/or Local Serial.

Note: The Windows 95 USB driver is not compatible with HotSync Manager.

4.	Press the HotSync button on the cradle/cable.

•	The first time you perform a HotSync operation, you must enter a user name in the New User dialog box and click OK. Every handheld should have a unique name. To prevent loss of a user’s records, never try to synchronize more than one handheld to the same user name.

•	To stop a HotSync operation that is in progress, click Cancel in the HotSync Progress dialog box on your computer or handheld. It may take several seconds for the HotSync operation to stop.

5.	Wait for a message on your handheld indicating that the process is complete.

After the HotSync process is complete, you can remove your handheld from the cradle/cable.


Changing HotSync Manager Startup Options
Changing HotSync® Manager Startup Options

HotSync® Manager must be running on your computer to perform a HotSync operation. By default, HotSync Manager starts automatically when you start your computer.

To choose how to start HotSync Manager

1.	Choose Setup from the HotSync Manager menu.

2.	Select a startup option from the General tab of the Setup dialog box.

Always Available
HotSync Manager launches when you start your computer.

Available only when Desktop is running
HotSync Manager launches when you start the Desktop application.

Manual
HotSync Manager launches only when you select it from the Windows Start button Programs menu.

3.	Click OK.


IR HotSync Operation Overview
IR HotSync® Operation Overview

If your handheld uses Palm OS® software 3.3, 3.5, or higher, its infrared (IR) port supports the IrCOMM implementation of the IrDA standards for infrared communication. This means that you can use the IR port to perform wireless HotSync® operations; you don't need your HotSync cradle/cable or modem. This is especially useful if you travel with an infrared-enabled laptop.

To find out which version of Palm OS software your handheld uses:

1.	Turn on your handheld and go to the Applications Launcher.

2.	Tap the Menu icon.

3.	From the App menu, choose Info.

4.	Tap Version.

The top line of the Info dialog box displays the version of the operating system.

Is your computer ready for infrared communication?

To perform an IR HotSync operation your computer must meet the following requirements:

•	Support the IrCOMM implementation of the IrDA standards.

•	Have an enabled infrared port that’s built into the computer, or an enabled infrared device attached to the computer.

•	Have an infrared driver installed

If you are not sure whether your computer meets these requirements, refer to the documentation that came with your computer and operating system.

If your computer is ready for infrared communication, set up HotSync Manager for infrared communication and then perform IR HotSync operations..

What do you want to do?

    Set up HotSync Manager for infrared communication

    Perform an IR HotSync operation


Setting up HotSync Manager for Infrared Communication
Setting up HotSync® Manager for Infrared Communication

To configure HotSync® Manager for infrared communication:

From the HotSync Manager menu, make sure InfraRed is checked.

•	The HotSync Manager is now communicating with the infrared port. If you have other infrared devices connected to your computer, such as a camera, you cannot use those devices again until you uncheck the InfraRed command on the HotSync Manager menu.

•	If you do not have an InfraRed option on the HotSync Manager menu follow steps:

1.	From the HotSync Manager menu, make sure Local Serial is checked.

2.	Choose Setup.

3.	Click the Local tab.

4.	In the Serial Port drop-down box, select the simulated your computer uses for infrared communication.

Note: See the documentation for your operating system for instructions on finding the simulated port. This information is usually located in the Control Panel.

5. Click OK.

Note: If your cradle/cable is connected to a serial port, you cannot use your HotSync cradle/cable again until you reconfigure the HotSync Manager to communicate with the port defined for cradle/cable synchronization. If your cradle/cable is connected to a USB port, you can continue to use it while HotSync Manager is configured for infrared communication.

To return to Local Serial cradle/cable HotSync operations:

1.	If needed, connect the cradle/cable to your computer.

2.	From the HotSync Manager menu, choose Setup

3,	Click the Local tab.

4.	Select the COM port where your cradle/cable is connected.

5.	Click OK.

The next time you want to perform a HotSync operation, just press the HotSync button on the cradle/cable, as you always did in the past.


Performing an IR HotSync Operation
Performing an IR HotSync® Operation

To perform an IR HotSync® operation:

1.	Turn on your handheld.

2.	In the Applications Launcher, tap the HotSync icon.

3.	Tap Local.

4.	Tap the pick list below the HotSync icon and select IR to a PC/Handheld.

5.	Position the IR port of your handheld within a couple of inches of the infrared port of your computer.

6.	On your handheld, tap the HotSync icon to start the IR HotSync operation.


Modem HotSync Operation Overview
Modem HotSync® Operation Overview

A modem HotSync® operation allows you to synchronize information even when you are away from your computer. To perform a modem HotSync operation you use two modems—one connected to your handheld, the other connected to your computer—to communicate over a telephone line.

Before performing a modem HotSync operation, you must configure the computer and handheld on which you will perform the HotSync operation. If you are not using the handheld modem, the modem you use with the handheld must have an on/off switch. Your handheld cannot "wake up" a modem with an auto-off feature. Performing a modem HotSync operation requires a special modem cable.

What do you want to do?

    Set up the computer for a modem HotSync operation

    Set up the handheld for a modem HotSync operation

    Perform a modem HotSync operation


Performing a Modem HotSync Operation
Performing a Modem HotSync® Operation

You must configure your computer and handheld before performing a modem HotSync® operation.

Important   Your computer’s modem answers any calls to the phone line it is using if HotSync Manager is running, and Modem is selected on the HotSync Manager menu.

To perform a modem HotSync operation

1.	Make sure Modem is selected on the HotSync Manager menu on your computer.

2.	Make sure the modem is connected to the handheld and turned on. If you are using the handheld modem you do not need to turn the modem on.

Note: The modem you use with the handheld must have an on-off switch, if you are not using the handheld modem.

3.	Ensure that no other communications application is running on the same serial port of the computer to which the modem is attached.

4.	Connect the special modem cable to the handheld’s universal connector.

5.	Connect the other end of the cable to the modem.

•	If you are using the handheld modem, press the HotSync button, and skip the next four steps.

6.	Turn on your handheld.

7.	Tap the Applications icon.

8.	Tap the HotSync application.

9.	Tap the Modem Sync icon.

The HotSync application performs these steps:

•	Opens communications with the handheld modem and configures the modem.

•	Instructs the modem to dial the number of the telephone line connected to your computer’s modem.

•	Waits for the modems to connect.

•	When the connection is established, performs the HotSync operation.

•	When the HotSync operation is complete, closes the connection and reports the results to you.

  Related Topics


Computer Setup for Modem HotSync Operation
Computer Setup for Modem HotSync® Operation

Before you can perform a modem HotSync® operation you must set up communications parameters on your computer and prepare it to perform the procedure.

To set up your computer for a modem HotSync operation

1.	Make sure the modem is connected to your computer and turned on.

2.	Start HotSync Manager if it is not already running.

3.	From the HotSync Manager menu, choose Setup.

Tip   If you are using the Desktop application, you can also select Setup from the HotSync menu.

4.	Click the Modem tab.

5.	Click the Serial Port selector and select the serial port used by the modem.

6.	Click the Speed selector and select the fastest speed the modem can use.

7.	Click the Modem selector and select the modem type that best describes the modem.

The modem type determines the modem command string that displays in the String box.

•	If none of the modem types are appropriate for your modem, use the Hayes Basic type or type a command string in the String box. Refer to the manual that came with your modem for the appropriate command string.

8.	Click OK.

9.	From the HotSync Manager menu, choose Modem.

Important   HotSync Manager places the modem in auto-answer mode. In auto-answer mode, your modem answers any calls to the phone line it is using.

  Related Topics


Handheld Setup for Modem HotSync Operation
Handheld Setup for Modem HotSync® Operation

To perform a modem HotSync® operation, you must specify modem and other communications parameters on your handheld. You must know the telephone number for the phone line used by the modem attached to your handheld. You may also need the following information:

•	The number you use to dial an outside line, if required.

•	If you have call waiting, the code number to disable call waiting.

•	If you will bill the call to a calling card, the calling card number.

To set up your handheld for a modem HotSync operation

1.	Turn on your handheld and tap the Applications icon.

2.	Tap the HotSync icon. Tap Modem.

3.	Tap the pick list below the icon and select a modem configuration.

Note: If you need to create a configuration, tap the Menu icon and then select Options and Connection Setup.

4.	Tap the Enter Phone # box.

5.	In the Phone Setup dialog box, enter the phone number to access your computer in the Phone # field.

6.	If you must dial a number to use an outside line, tap the Dial Prefix check box. The default outside line prefix is "9," which dials 9 then pauses momentarily. If necessary, enter a different outside line prefix.

7.	If the phone line has call waiting, tap the Disable Call Waiting check box. If necessary, enter a different code to disable call waiting. (The default is "1170,".)

8.	To use a calling card, tap the Use Calling Card check box and enter the calling card number.

9.	Tap OK.

  Related Topics


Using HotSync Manager on a Second Computer
Using HotSync® Manager on a Second Computer

You can use HotSync® Manager to synchronize the information on your handheld with a second computer, such as your home, laptop, or office computer. Synchronizing information on another computer allows you to maintain the same information on each computer you use.

Note: The first time you synchronize with a particular computer, the HotSync operation will take longer than usual. Subsequent HotSync operations with that computer occur at normal speed.

To use HotSync on another computer:

1.	Perform a HotSync operation with your handheld and your primary computer.

2.	Perform a HotSync operation with your handheld and your secondary computer.

(HotSync Manager automatically creates the user account name assigned to the handheld on your secondary computer.)


Using Several Handhelds

You can use HotSync® Manager on one computer to back up and synchronize several handhelds. For example, a sales manager might want to provide handhelds to several sales representatives. The manager can then use a HotSync operation to collect information from each handheld and store it in a central location.

You should use a different user account for each handheld that you use with HotSync Manager. By doing so, HotSync Manager keeps the information for each handheld separate. In addition, when you perform a HotSync operation, HotSync Manager automatically synchronizes the handheld with the data for the user account assigned to the handheld. Synchronizing two or more handhelds with the same user name can cause unpredictable results and possibly loss of your information.

If you work with several handhelds, you may need to transfer information from one handheld to another. Rather than synchronizing the handhelds using the same user name, use the export and import commands in the Desktop application or the HotSync Manager File Link tool to share the information.

  Related Topics


Configuring Several Handhelds

Note: You can also create a user profile to install applications and data during the first HotSync® operation. If you want to use a profile, you must do so before following these steps.

To set up using several handhelds

1.	Perform an initial HotSync® operation with each handheld.

2.	In the Users dialog box, select or create a user name to assign to your handheld.

Important   Be sure to use a different user account name for each handheld. Synchronizing two or more handhelds with the same user name can cause unpredictable results and possibly loss of your information.

•	If you assigned a password to your handheld, enter the password on the Desktop when prompted.

3.	Click OK.

  Related Topics


Troubleshooting Local HotSync Operation Problems
Troubleshooting Local Cradle/Cable HotSync® Operation Problems

If a local cradle/cable HotSync® operation does not complete successfully, try these things:

•	Make sure HotSync Manager is running. If HotSync Manager is running, exit and restart it.

•	Make sure you selected Local USB and/or Local Serial from the HotSync Manager menu or the Desktop application HotSync menu, and that the option you selected matches the location of your cradle/cable.

Note: The Windows 95 USB driver is not compatible with HotSync Manager.

•	Make sure the cable from the cradle/cable is connected properly to a USB or serial port on your computer.

•	If you’re using a serial connection, make sure the serial port where you connected the cradle/cable is selected in the Local tab of the Setup dialog box.

•	Read the HotSync Log for the user name for which you are performing a HotSync operation.

•	Be sure to use a different user name for each handheld. Never attempt to synchronize more than one handheld to the same user name.

•	Stop a HotSync operation that is in progress by clicking Cancel in the HotSync Progress dialog box on your computer or handheld. It may take several seconds for the HotSync operation to stop.

•	If you assign a password to your handheld, the Desktop application prompts you for that password during the first HotSync operation. Thereafter, the Desktop application remembers the password each time you perform a HotSync operation.

  Related Topics


Troubleshooting IR HotSync Operation Problems
Troubleshooting IR HotSync® Operation Problems

If an IR HotSync® operation does not complete successfully, try these things:

•	Make sure HotSync Manager is running. If HotSync Manager is running, exit and restart it.

•	Make sure you selected InfraRed from the HotSync Manager menu or the Desktop application’s HotSync menu. If you do not have an InfraRed option, make sure you selected the simulated port on the Serial tab in the HotSync Setup dialog box, and that you selected Local Serial from the HotSync Manager menu or the Desktop application’s HotSync menu.

•	On your handheld, be sure the HotSync application is set to Local, with the option IR to a PC/Handheld.

•	Be sure the IR port of your handheld is aligned directly opposite to, and within a few inches of, the infrared device of your computer.

•	Make sure the path between the IR port of your handheld and the infrared device of your computer is unobstructed.

•	IR HotSync operations do not work after you receive a low battery warning. Check the batteries in your handheld and replace or charge them if necessary.

•	Read the HotSync Log for the user name for which you are performing a HotSync operation.

•	Be sure to use a different user name for each handheld. Never attempt to synchronize more than one handheld to the same user name.

•	Stop a HotSync operation that is in progress by clicking Cancel in the HotSync Progress dialog box on your computer or handheld. It may take several seconds for the HotSync operation to stop.

  Related Topics


Troubleshooting Modem HotSync Operation Problems
Troubleshooting Modem HotSync® Operation Problems

If the modem HotSync® operation does not complete successfully, read the HotSync Log for the user name for which you are performing a modem HotSync operation, and refer to the following sections to confirm your computer and handheld are configured correctly.

•	For the first HotSync operation, you must use a local cradle/cable or infrared communication.

•	Be sure to use a different user name for each handheld. Never attempt to synchronize more than one handheld to the same user name.

•	Stop a HotSync operation that is in progress by clicking Cancel in the HotSync Progress dialog box on your computer or handheld. It may take several seconds for the HotSync operation to stop.

On your computer

•	Make sure the computer is turned on, and that it does not shut down automatically as part of an energy-saving feature.

•	Make sure the modem connected to your computer is turned on and is connected to the outgoing phone line.

•	Make sure your modem does not have an auto-off feature enabled.

•	Make sure the modem is connected properly to a serial port on your computer and is connected to the incoming phone line.

•	Make sure the Setup String you selected in the Setup dialog box configures your modem correctly. You may need to select a different modem Type or enter a custom Setup String. Most modems have a Setup String that causes them to send initial connection sounds to a speaker. You can use these sounds to check that modem connections are good.

•	Make sure the Speed you selected in the Setup dialog box is appropriate for your modem.

•	If you are have problems using the As Fast As Possible option or a specific speed, try using a slower speed.

•	Make sure you selected Modem from the HotSync Manager menu.

•	Make sure you are not running another communications program—such as America Online, CompuServe, or WinFax—that is using the serial port you selected in the Setup dialog box.

•	Make sure your modem is reset by turning the modem off, waiting a moment, and turning the modem on again.

On your handheld

•	Make sure you are using the special modem cable to connect to your modem.

Important   Do not attempt to use other cables to connect a handheld to a modem.

•	Make sure the modem cable is connected properly to your handheld and your modem.

•	Make sure your modem is turned on.

•	If you are not using the handheld modem, make sure the modem you are using with your handheld has an on-off switch. Your handheld cannot "wake up" a modem that has an auto-off feature.

•	Make sure the correct phone number is listed in the phone setup dialog box.

•	If you need to dial an outside line prefix, make sure you selected the Dial Prefix option and entered the correct code.

•	If the telephone line you are using has call waiting, make sure you selected the Disable Call Waiting option and entered the correct code.

•	Make sure the telephone line is clear; noise or static can interrupt communications.

•	Make sure you selected the correct modem, modem speed, and line type settings.

•	Make sure your modem is reset by turning the modem off, waiting a moment, and turning the modem on again. (You do not need to perform this step if you are using the handheld modem.)

•	If you are using the handheld modem, make sure the batteries are in good working order.

  Related Topics


About HotSync Manager Command

Purpose	Displays the HotSync® Manager application version and copyright information

Location	HotSync Manager menu


About HotSync Manager Dialog Box

Use the About HotSync Manager dialog box to view the version and serial number of HotSync® Manager.


HotSync Manager Exit Command

Purpose	Closes HotSync® Manager

Location	HotSync Manager menu

Tip	To close HotSync without confirming, select the Don't Ask Again check box when the Exit HotSync Manager dialog box displays


Exit HotSync Manager Dialog Box

Use the Exit HotSync Manager dialog box to confirm exiting HotSync® Manager.

Don't Ask Again	Select this check box to exit without viewing the Exit HotSync Manager dialog box in the future.


HotSync Manager Help Command

Purpose	Displays the HotSync® Manager online Help system that describes how to use HotSync Manager

Location	HotSync Manager menu


InfraRed Command

Purpose	Prepares your computer to perform an IR HotSync® operation using a the infrared communication between your handheld and your computer

Location	HotSync Manager menu


Local Command
Local Serial Command

Purpose	Prepares your computer to perform a local HotSync® operation using a cradle/cable that connects to a serial port on your computer

Location	HotSync Manager menu


Local USB Command

Purpose	Prepares your computer to perform a local HotSync® operation using a cradle/cable that connects to a USB port on your computer

Note: The Windows 95 USB driver is not compatible with HotSync Manager.

Location	HotSync Manager menu


Modem Command

Purpose	Prepares your computer to perform a modem HotSync® operation

Location	HotSync Manager menu


Setup Command

Purpose	Displays the Setup dialog box where you can select how HotSync® Manager starts and specify HotSync communications parameters

Location	HotSync Manager menu
Desktop HotSync menu (if HotSync Manager is running)


HotSync Problem Dialog Box

If a HotSync® operation does not complete the synchronization successfully, the HotSync Problem dialog box displays.

View Log	Displays the HotSync Log dialog box where you can view information about the last few HotSync operations.


HotSync Progress Dialog Box

Use the HotSync Progress dialog box to view the progress of a HotSync® operation and the user name, or to cancel the HotSync operation.

Status	Displays the status of the HotSync operation.

User	Displays the user name assigned to the handheld on which a HotSync operation is currently being performed.

Tip   If you are performing a HotSync operation with your handheld for the first time, use the Users dialog box to select a user name to assign to the handheld.

Cancel	Stops the HotSync operation.


Conduit

A conduit specifies how to transfer and translate data between your handheld and your computer for a specific handheld application or database during a HotSync® operation.


Windows System Tray

The Windows System Tray is the small indented area on the right side of the Windows taskbar.


File Link Command

Purpose	Use the File Link command to display the File Link dialog box where you can select files to link to categories on your handheld and the Desktop application

Location	HotSync Manager menu
Desktop HotSync menu (if HotSync® Manager is running)


File Link Dialog Box

The File Link dialog box is the first step of the File Link tool. Use the File Link dialog box to specify the user name and select whether to create or modify a file link, then click Next to continue.

Set Up A Link For	Click the Set Up A Link For selector and select a user name from the list.
Create A New Link	Select this option to create a new file link.
Modify Or Remove An Existing Link	Select this option to modify or delete an existing file link.


Create a New Link Dialog Box

The Create a New Link dialog box is part of the File Link tool. Use the Create a New Link dialog box to select an application category to automatically update by information in a file that you specify, then click Next to continue.

Application Name	Click the Application Name box and select an application from the list.
File Path	Click Browse and locate the file that will provide the update information.
Category Name	Type a category name for the category that will contain the linked information. Category names can use up to 15 characters.


Confirm Your Link Settings Dialog Box

The Confirm Your Link Settings dialog box is part of the File Link tool. Use the Confirm Your Link Settings dialog box to view the file link settings you selected and to change the default frequency of the update. Click Back to change the file link settings, or click Done to finish creating the file link.

Update Frequency	Click Update Frequency to select a frequency. The default frequency is Automatically Updated Whenever The External File Is Modified.


Update Frequency Dialog Box

Use the Update Frequency dialog box to specify how often the selected category will be updated by the linked file. The category will be updated during the next HotSync® operation after the specified interval.

Automatically Updated Whenever The External File Is Modified	Select this option to update the category each time the linked file is modified.
Updated Once A Day	Select this option to update the category once a day.
Updated Once A Week	Select this option to update the category once a week.
Updated Once A Month	Select this option to only update the category once a month.
Force An Update On The Next HotSync Operation	Select this check box to keep the current settings for the file link, but update the category the next time you perform a HotSync operation.
Disable The Link Temporarily But Maintain The Settings	Select this check box to keep the current settings for the file link, but not update the category until you clear the check box.


Modify Or Remove An Existing Link Dialog Box

Use the Modify or Remove An Existing Link dialog box to select the file link to remove or modify.

File Link Box	Click a file link in the File Link box to select a file link to remove or modify.

Modify	Click Modify to edit the selected file link.

Remove	Click Remove to remove the selected file link.


Modify Link Settings Dialog Box

Use the Modify Link Settings dialog box to change the category name, external file, or update frequency of a file link.

File Path	Click Browse and locate the file that will provide the update information.
Category Name	Type a category name for the category that contains the linked information. Category names can use up to 15 characters.
Update Frequency	Click Update Frequency to select a frequency. The default frequency is During Each HotSync® operation.


Remove File Link Dialog Box

Use the Remove File Link dialog box to specify how to handle information in the category that is associated with the file link you are removing.

Keep Category And All Records	Maintains the category and all records in the category.
Keep Category And Only The Records You Have Modified	Maintains the category and only the records that you have edited.
Delete Category And All Records	Deletes the category and all records in the category.


Confirm File Link Message Box

Use the Confirm File Link message box to remove the file link.

Yes	Click Yes to remove the file link and return to the Modify or Remove an Existing Link dialog box.

No	Click No to return to the Modify or Remove an Existing Link dialog box without removing the file link.


File Link Overview

File Link is a tool for keeping your handheld current with information contained in an external file. For example, use File Link to obtain automatic updates to your corporate phone list residing on the network.

Each time you perform a HotSync® operation, File Link checks to see if the external file you are referencing has been modified and automatically updates your handheld with any changes.

File Link is available in the Address Book and Memo Pad.

What do you want to do?

    Create a file link

    Modify a file link

    Remove a file link


Creating a File Link

A file link automatically updates information in an application category with information from an external file.

To create a file link

1.	Choose File Link from the HotSync® Manager menu.

2.	Click the User selector and select a user name from the list.

3.	Click the Create New Link option.

4.	Click Next.

5.	Click Browse and locate the external file that will be used to update the category, or type the path and file name in the File Path box.

6.	Click the Application Name selector and select the application in which the category will be created.

7.	Click the Category box and type a name of up to 15 characters for the category that will be linked and automatically updated by the external file.

8.	Click Next.

•	To change how often File Link checks for modifications in the external file, click Update Frequency and select a frequency.

9.	Click Done.


Modifying a File Link

You can modify an existing file link and change properties such as the update frequency, external file name, or the category it updates.

To modify a file link

1.	From the HotSync® Manager menu, choose File Link.

2.	Click the User selector and select the user name associated with the file link you want to modify.

3.	Click the Modify Existing Link option.

4.	Click Next.

5.	Click the file link that you want to modify.

6.	Click Modify.

•	To change the external link file that updates the category, click Browse and locate an external file to update the category, or type the path and file name in the File Path box.

•	To create a new category that will be automatically updated by the external file, click the Category box and type a name for the category. Category names can contain up to 15 characters.

7.	Click the Next.

•	To change how often File Link checks for modifications in the external file, click Update Frequency and select a frequency.

8.	Click Done.


Removing a File Link

You can remove a file link and decide what to do with records currently in the category.

To remove a file link

1.	From the HotSync® Manager menu, choose File Link.

2.	Click the User selector and select the user name associated with the file link you want to remove.

3.	Click the Remove Existing Link option.

4.	Click Next.

5.	Click the file link that you want to remove.

6.	Click Remove.

7.	Select an option to determine what to do with the records currently in the category.

Keep The Category And All Records
Maintains the category and all records in the category.

Keep The Category And Only The Records That You Have Modified
Maintains the category and only the records that you have edited.

Delete The Category And All Records
Deletes the category and all records in the category.

8.	In the Remove Link dialog box click OK.

9.	In the confirmation box, click Yes.

10.	In the Modify or Remove Link dialog box, click Done.


Changing a HotSync Conduit Action
Changing a HotSync® Conduit Action

A conduit synchronizes data between your handheld and your computer for a specific application.

For each user name, you can specify how a conduit will behave during subsequent HotSync® operations.

To change a HotSync conduit action

1.	From the HotSync Manager menu, choose Custom.

2.	Click the User selector and select which user’s conduits you want to change.

3.	Double-click the conduit you want to change.

4.	In the Change HotSync Action dialog box, select the action you want to use.

5.	In the Change HotSync Action dialog box, click OK.

6.	Click the Set as default check box to save these settings as the default for future HotSync operations.

Important   If you do not click the Set as default check box, the action you select occurs only during the next HotSync operation.

7.	Click OK.

8.	Repeat steps 3 - 7 to change other conduits for the selected user.

9.	In the Custom dialog box, click Done.


Change HotSync Action Dialog Box

Use the Change HotSync Action dialog box to modify the HotSync® action of the selected conduit. The options in this dialog box depend on the conduit you select.

There are three types of conduits:

Application conduit	Specifies how to update data for handheld applications, such as the Date Book.
Install conduit	Specifies whether or not to install new applications onto your handheld.
System conduit	Specifies how to backup data for handheld software that does not have its own conduit, including Graffiti ShortCuts.
Select from the following options:

Synchronize the Files	Synchronizes the data on your handheld and your computer so that both have the most current information.
Desktop Overwrites Handheld	Copies data for the application from your computer to your handheld, replacing any data on your handheld for that application. Use this action to restore your handheld.
Handheld Overwrites Desktop	Copies data for the application from your handheld to your computer, replacing any data on your computer for that application.
Do Nothing	Performs no action during the HotSync operation.
Set As Default	Makes the selected action the default when this check box is selected. Otherwise, the action you select applies only to the next HotSync operation.


Creating a New User Account
Creating a New User Name

A user name associates a handheld with the corresponding data on a computer. When you install HotSync® Manager, you create the initial user name.

The first time you perform a HotSync operation with your handheld, you associate your handheld with an existing user name. For subsequent HotSync operations, HotSync Manager automatically determines the user name with which to synchronize data.

Be sure to use a different user name for each handheld you will synchronize with the computer.

To create a new user name

1.	Click the User selector on the Desktop application’s toolbar.

2.	Select Edit Users from the list.

3.	In the Users dialog box, click New.

4.	Type a unique name of up to 15 characters for the new user.

5.	Click OK.


Creating a User Profile

User profiles enable you to download data from the Desktop application to a handheld during the first HotSync® operation, and not have it associated with a specific user name. This makes it possible to preconfigure a number of handhelds with specific information (such as a company calendar) before you distribute them to users.

To create a user profile for the first-time HotSync operation

1.	From the Tools menu in the Desktop application, choose Users.

2.	In the Users dialog box, click Profiles.

3.	In the Profiles dialog box, click New.

4.	In the New Profile dialog box, type a name for the new user profile.

5.	Click OK.

6.	In the Profile dialog box, click OK.

7.	Create the user profile information on the Desktop application by entering or importing the information in the appropriate Desktop application(s).


Custom Command

Purpose	Displays the Custom dialog box where you can change the HotSync® action for conduits for each user name

Location	HotSync Manager menu
Desktop HotSync menu (if HotSync Manager is running)


Custom Dialog Box

Use the Custom dialog box to view and/or change the HotSync® conduits and actions for each user name.

User Selector	Choose which user’s conduits you want to change.

Conduit Action List	Shows the HotSync conduits and their actions. Select a conduit to change.

Change	Click to display the Change HotSync Action dialog box where you can change the action for the selected conduit.

Default	Click to display the default HotSync action for all conduits.


HotSync Log Dialog Box

Use the HotSync Log to view information about the last few HotSync® operations for the selected user, including information about successful synchronizations and any error conditions. An equivalent, but abbreviated, log is maintained on the handheld.

User Selector	Choose which user’s log you want to view.

List box	Displays information about the last few HotSync operations for the selected user name.

Tip   You can select the text and copy it (Ctrl+C), then paste it (Ctrl+V) into another application.


New Profile Dialog Box

Use the New Profile dialog box to type a name for a new user profile that will display in the Profiles dialog box. Use a user profile to download information to a handheld before you associate it with a user name. For example, a company phone list for the sales force.

Enter A New Profile Name	Type a name for the new profile in the text box. The name displays in the Profiles dialog box.


New User Dialog Box

Use the New User dialog box to create and name a new user. A user name associates a handheld with the corresponding user name on your computer.

Name	Type the name for the user. User names must be unique and can contain up to 15 characters.


Password Dialog Box

If you have set a password on your handheld, you must enter your password to perform the first HotSync® operation.

Password	Type your password. Passwords are case-sensitive in Palm OS® 4.0, and are always lower-case in earlier versions of the Palm OS software.


Profiles Dialog Box

Use the Profiles dialog box to create, rename, or delete a user profile.

New	Displays the New Profile dialog box where you can type a name to create a new profile. Profile names must be unique and can contain up to 15 characters.

Delete	Deletes the selected profile.

Rename	Displays the Rename Profile dialog box where you can type a new name for the selected profile.

User	Displays the Users dialog box.


Setup Dialog Box (General Tab)

Use the General tab in the Setup dialog box to select how to start HotSync® Manager.

Always Available (Put In Startup Folder)	HotSync Manager runs automatically when you start your computer. (You must restart your computer before this option takes effect.)
Available Only When the Palm Desktop Is Running	HotSync Manager starts automatically when the Desktop application starts. HotSync Manager stops running when you exit the Desktop application. (If the Desktop application is running, you must exit and restart the Desktop application before this option takes effect.)
Manual (You Start HotSync Manager Yourself)	You must start HotSync Manager from the Start button menu.


Setup Dialog Box (Local Tab)

Use the Local tab in the Setup dialog box to select the serial port to which you connect the cradle/cable for a local cradle/cable HotSync® operation, and the speed at which the HotSync operation will occur. This is also where you enter simulated port information for infrared communications on many Windows computers.

Serial Port	Select the serial port to which you connected the cradle/cable.

Speed	Select the speed for the local cradle/cable HotSync operation. Select As Fast As Possible (the default) for HotSync Manager to use the fastest possible speed, or select a specific speed.

Tip   Select a lower speed if you experience problems with the speed set at As Fast As Possible.


Setup Dialog Box (Modem Tab)

Use the Modem tab in the Setup dialog box to view or select the serial port, speed, and modem settings for a modem HotSync® operation.

Serial Port	Select the serial port to which you connected the modem cable.

Speed	Select the speed for the modem HotSync operation. The default rate, As Fast As Possible, allows the modems to find and use the fastest transfer rate. Use the As Fast As Possible option and adjust the speed downward if there are problems.

Modem	Select the modem type or manufacturer that best describes your modem. The modem type determines the modem command string that displays in the Setup String box. If none of the modem types are appropriate for your modem, use the Hayes Basic type or type a command string in the Setup String box. Consult the manual that came with your modem to find the appropriate command string.

Setup String	View or edit the command string that configures your modem.


Technical Support

If you have a problem using your handheld, the Desktop application, or HotSync® Manager, first look in Troubleshooting for help solving the problem. You can also find troubleshooting information in the handbook(s) that came with your handheld. The Readme.txt file in the directory that contains HotSync Manager provides additional information that may help you solve the problem.

If you are unable to resolve the problem, gather the following information before contacting Technical Support:

1.	The Desktop application or HotSync version number.

Choose About Palm Desktop from the Help menu, or About from the HotSync Manager menu.

2.	The version of Windows that you are using on your computer.

3.	A description of the problem you are having, including the text of any error messages you might receive.

4.	If possible, experiment to see if you can determine the conditions that produce the problem.

Refer to the documentation that came with your handheld for technical support contact information.

  Related Topics


 Users Dialog Box

The Users dialog box allows you to create, rename, or delete a user name or user profile, and to assign a user name to a handheld.

Select A User	Click to select a user name to assign to the handheld.

New	Click to display the New User dialog box where you can create a new user name.

Delete	Click to delete the selected user name from the Select A User box.

Rename	Click to display the Rename User dialog box where you can rename the selected user name.

Profiles	Click to display the Profiles dialog box where you can create, delete, or rename a user profile.


Performing the First HotSync Operation with a User Profile
Performing the First HotSync® Operation with a User Profile

You can download data into a handheld before it is associated with a user name. This makes it possible to preconfigure a number of handhelds with specific information (such as a company calendar) before you distribute them to users.

To use a Profile for the first-time HotSync® operation

1.	Turn on a new handheld.

2.	Connect the handheld to the cradle/cable.

3.	Press the HotSync button on the cradle/cable.

4.	In the Users dialog box, click Profiles.

5.	Select the Profile to load into the handheld.

6.	Click OK.

7.	In the confirmation box, click Yes.


View Log Command

Purpose	Displays the HotSync Log dialog box where you can view information about the last few HotSync® operations for each user name

Location	HotSync Manager menu
Desktop HotSync menu (if HotSync Manager is running)


Viewing the HotSync Log

Use the HotSync Log to view information about the last few HotSync® operations for each user name. If a HotSync operation does not complete successfully, the HotSync Log provides information about the error.

To view the HotSync Log for a different user name, click the User selector in the HotSync Log dialog box and select a user name from the list.


User Profile

A user profile is a unique name for information that you can download to a number of handhelds that have not been synchronized to a user name.


Handheld Setup for Dial-In Network HotSync Operation
Handheld Setup for Dial-In Network HotSync® Operation

You must enter a remote access server (RAS) user name, password, and phone number for the server you are dialing into before you perform a dial-in network HotSync® operation. If you use Windows Dial-up networking to dial into your network from your laptop or home PC, it is likely you can use the user name, password, and phone number that display in the Windows settings. You can also ask your network administrator for this information.

To set up your handheld for a dial-in network HotSync operation

1.	On the handheld, tap the Applications icon.

2.	Tap the HotSync icon.

3.	Tap the Menu icon.

4.	Under Options, tap Modem Sync Prefs.

5.	In the Modem Sync Preferences dialog box, tap Network and then tap OK.

6.	From the HotSync screen, tap Modem.

7.	Tap Select Service below the HotSync icon.

8.	In the Network Preferences dialog box, tap the Service pick list and choose a service.

9.	Tap the User Name box and enter the RAS user name provided by your system administrator.

10.	To store your password (so you do not have to enter it each time you perform a dial-in network HotSync operation), tap anywhere in the Password field.

•	If you are concerned about security, select the Prompt option, and skip the following step. You will be prompted to enter your password each time you perform a dial-in network HotSync operation.

11.	In the Password dialog box, enter the password you use to log in to your server and then tap OK.

12.	In the Network Preferences dialog, tap the Connection pick list and choose a connection from the list.

•	To create a new connection, tap the Preferences icon in the Applications Launcher and then select Connection from the pick list in the upper-right corner.

13.	Tap the Phone field.

14.	In the Phone Setup dialog box, enter the phone number you use to access your dial-in server.

•	If you must dial a number to use an outside line, tap the Dial Prefix check box. The default outside line prefix is "9,", which dials 9 then pauses momentarily. If necessary, enter a different outside line prefix.

•	If the phone line has call waiting, tap the Disable Call Waiting check box. If necessary, enter a different code to disable call waiting. (The default is "1170.")

•	To use a calling card, tap the Use Calling Card check box and enter the calling card number.

15.	Tap OK.

16.	In the Network Preferences dialog box, tap Done.

Tip   If you perform dial-in network HotSync operations from more than one location, set up a service template for each location. For example, set up a Home template that disables call waiting and does not dial the area code, and set up a Hotel template that adds a 9 prefix and uses a calling card. For detailed information about how to configure a service, see the documentation that came with your handheld.

  Related Topics


Computer Setup for Network HotSync Operation
Computer Setup for Network HotSync® Operation

Before you perform a network HotSync® operation, you must configure your computer.

To set up your computer for a network HotSync operation

1.	From the HotSync menu, select Network.

•	If you are performing a direct network HotSync operation, the Network option must be selected on your computer and the computer on which you are performing the direct network HotSync operation.

2.	From the HotSync menu, select Settings.

3.	Click the Network Tab.

4.	Click TCP/IP Settings.

5.	Type your computer’s subnet mask address in the box.

Note: See the documentation that came with your operating system (or contact your system administrator) for information on locating your computer’s subnet mask address.

6.	Click OK.


Performing a Dial-In Network HotSync Operation
Performing a Dial-In Network HotSync® Operation

Before you perform the first dial-in network HotSync® operation, make sure the network HotSync Manager software is installed on your Primary PC (the PC with your data), then set up the computer and the handheld.

To perform a dial-in network HotSync operation

1.	Make sure the Modem command is selected from the HotSync Manager menu on your computer.

2.	Make sure the modem is connected to the handheld and turned on.

•	The modem you use with the handheld must have an on-off switch, if you are not using the handheld modem.If you are using the handheld modem you do not need to turn the modem on.

 3.	Ensure that no other communications application is running on the same serial port of the computer to which the modem is attached.

4.	Connect the special modem cable to the handheld’s serial connector.

5.	Connect the other end of the cable to the modem.

•	If you are using the handheld modem, press the HotSync button, and skip the next four steps.

6.	Turn on your handheld.

7.	Tap the Applications icon.

8.	Tap the HotSync icon.

9.	Tap the Modem Sync icon.

The HotSync application performs these steps:

•	Opens communications with the handheld modem and configures the modem.

•	Instructs the modem to dial the number of the telephone line connected to your Remote Access Server.

•	Waits for the modems to connect.

•	When the connection is established, performs the HotSync operation.

•	When the HotSync operation is complete, closes the connection and reports the results to you.

  Related Topics


 Network Command

Purpose	Prepares your computer to perform a dial-in network HotSync® operation or a direct network HotSync operation.

Location	HotSync Manager menu


Network HotSync Dialog Box - Would You Like To Copy Your Data To This PC?
Network HotSync Dialog Box — Would You Like To Copy Your Data To This PC?

Use the network HotSync Dialog Box - Would You Like To Copy Your Data To This PC? dialog box to create a user account on the local PC and perform a local cradle/cable or IR HotSync® operation when a network HotSync operation cannot complete successfully.

Yes	Select Yes to create a user account on the local machine and perform a local cradle/cable or IR HotSync operation.

No	Select No to end the HotSync operation.


Network HotSync Dialog Box - Make This PC Your Primary PC?
Network HotSync Dialog Box — Make This PC Your Primary HotSync PC?

Use the network HotSync Dialog Box — Make This PC Your Primary PC? to select whether to use the computer on which you are performing a local cradle/cable or IR HotSync® operation your Primary PC.

Yes	Select Yes to make the computer on which you are performing a local cradle/cable or IR HotSync operation the computer that is used to synchronize information when you perform a network HotSync operation.

No	If either the Local USB, Local Serial, or InfraRed option are selected on the HotSync Manager menu, select No to perform a local cradle/cable or IR HotSync operation with the computer you are currently using.

If the Network option is selected on the HotSync Manager menu, select No to perform a direct network HotSync operation with your computer.


 Setup Dialog Box (Network Tab)

Use the Network tab of the Setup dialog box to select the user account(s) that will be synchronized when you perform a network HotSync® operation, or to display the TCP/IP Settings dialog box, where you can configure the TCP/IP settings used for network HotSync operations.

Primary PC check box	Select the check box beside the user name to select the computer as the Primary network HotSync PC for that user.
TCP/IP Settings	Click to display the TCP/IP Settings dialog box, where you can view and configure TCP/IP settings for the network HotSync operations.
Important	You should only have to modify the settings if you encounter problems while performing a network HotSync operation. (Ask your system administrator if you are not sure about how to configure these settings.)


TCP/IP Settings Dialog Box

Use the TCP/IP Settings dialog box to view and configure TCP/IP settings for network HotSync® operations.

Tip   By entering your PC’s subnet mask address, you can reduce the amount of time it takes to perform a network HotSync operation.

Primary PC Name	View the Host name of the computer.
Primary PC Address	View the IP address of the computer. If you have more than one network adapter installed, select the IP Address to use to identify your Primary network HotSync PC. (Ask your system administrator if you are not sure about which IP Address to use.)
Subnet Mask	View or specify your PCs subnet mask address. Note: See the documentation that came with your operating system (or contact your system administrator) for information on locating your computer’s subnet mask address.


Troubleshooting Network HotSync Operation Problems
Troubleshooting Network HotSync® Operation Problems

If the dial-in network HotSync® operation does not complete successfully, refer to the following sections to confirm your computer and handheld are configured correctly, and determine where problems are occurring.

Verify that your handheld and modem are configured correctly

•	Make sure you are using the special modem cable to connect to your modem.

Important   Do not attempt to use other cables to connect a handheld to a modem.

•	Make sure the modem cable is connected properly to your handheld and your modem.

•	Make sure your modem is turned on. (You do not need to turn the handheld modem on.)

•	Make sure the modem you are using with your handheld has an on-off switch, unless you are using the handheld modem. Your handheld cannot "wake up" a modem that has an auto-off feature.

•	Make sure the correct phone number is listed in the phone setup dialog box.

•	If you need to dial an outside line prefix, make sure you selected the Dial Prefix option and entered the correct code.

•	If the telephone line you are using has call waiting, make sure you selected the Disable Call Waiting option and entered the correct code.

•	Make sure the telephone line is clear; noise or static can interrupt communications.

•	If you have created Service templates, make sure the current Service template is the correct one for the location you are dialing from.

•	Make sure the Connection settings are appropriate for the situation.

•	Make sure you selected the correct modem, modem speed, and line type settings.

•	Reset the modem by turning it off, waiting a moment, and then turning it back on again. (You do not need to perform this step if you are using the handheld modem.)

•	Make sure the batteries on your handheld are in good working order.

•	If you are using the handheld modem, make sure the batteries are in good working order.

The Would You Like To Copy Your Data To This PC dialog box appears

•	The Primary Setup on your handheld is empty (perhaps, because you have not performed a HotSync operation after installing the HotSync Manager software). When you perform a local cradle/cable or IR HotSync operation, the local PC does not have a user name that matches with the one on your handheld.

•	You are performing a HotSync operation (or a direct network HotSync operation) with a foreign PC (a PC other than your Primary PC) and the Network command on either the foreign PC or your Primary PC is disabled.

•	You are performing a HotSync operation (or a direct network HotSync operation) with a foreign PC and HotSync Manager could not find your Primary PC on the network. When you are prompted with a message, you chose to perform a local cradle/cable or IR HotSync operation with the foreign PC.

•	You are performing a HotSync operation (or a direct network HotSync operation) with a foreign PC and the LANSync option on your handheld is disabled. When you were prompted with a message to choose to perform a LANSync or a local HotSync operation, you chose local HotSync operation.

Displaying expanded service connection progress messages

You can identify at what point in the login procedure the connection fails by displaying the expanded Service Connection Progress messages. Expanded Service Connection messages describe the current stage of the login procedure. Press the Scroll Down button at any point during login to display these messages.

Viewing the Network Log

The Network Log lists the communication between your modem and your dial-in server during the login procedure. The information displayed in the Network Log can help your system administrator determine where in the login procedure communication is failing and why.

To view the Network Log:

1.	On the handheld, open the Network Preferences dialog box and tap the View Log command from the Options menu.

2.	Tap the up and down arrows on the scroll bar to see the entire contents of the Network Log.

3.	After you finish, tap Done to return to the Network Preferences dialog box.

Never get modem sounds

If you hear some dialing, but you never get the modem sounds, verify your phone settings. This means not only the phone number, but also the prefix or if using a calling card the card number, and the number of commas used to pause. Try out the phone settings manually with the phone to make sure they work.

Authentication error message

If you receive an Authentication Error during the log-in procedure, tap on the service name (below the Modem Sync icon), then tap Edit. Verify the user name and password are correct for the dial-in server.

If you are dialing into an NT RAS dial-in server, it might require the MSCHAP protocol.

PPP Timeout message

If you receive a PPP Timeout during the log-in procedure or another time during a dial-in network HotSync operation, you may be using a poor quality phone line. Try again and you might get a better connection. You can also try lowering the baud rate in the Modem setting on the Modem tab of the HotSync Manager Setup dialog box. You might also try using a different carrier. In many areas in the U.S. you can now dial a prefix to your number to use a different carrier. For example, 102881 uses AT&T and 106241 uses MCI.

Cannot Find Your PC error message

If you make a PPP connection (signified by the flashing cursor in the upper right portion of the screen), but HotSync Manager cannot find your PC, try the following:

•	Check the Primary PC

The most common reason HotSync Manager cannot find the Primary PC is that something is wrong with the Primary PC. Network may not be selected from the HotSync menu, HotSync Manager may not be running, or the computer may be not be accessible because it is powered off or crashed. In remote situations, you must have someone help you troubleshoot the problem.

Choose Settings from the HotSync Manager menu and click the Network tab.

•	Verify the TCP/IP Settings are correct.

•	Verify that the check box beside the user name is selected.

•	Verify that you performed an initial local cradle/cable or IR HotSync operation

If you did not perform a local cradle/cable or IR HotSync operation after you installed network HotSync Manager, it will not find your PC.

Adding a DNS Number

If your network requires a DNS number and you have not entered that information in the Details dialog box under Network Preferences on your handheld, it will appear that you have successfully logged on to your network, but when you try to perform a network HotSync operation, the connection will fail. If this occurs, try adding a DNS number. Ask your system administrator for the correct primary and secondary DNS IP numbers to use.

Using a valid user name

Most dial-in servers do not accept spaces in the user name.

  Related Topics


Network HotSync Operation Overview
Network HotSync® Operation Overview

A network HotSync® operation allows you to synchronize information when you are away from your computer. There are two types of network to HotSync connections:

Dial-In Network HotSync	Uses a modem connected to your handheld to dial into a server on your network. Use a dial-in network HotSync operation if you are out of the office and have dial-in permission.
Direct Network HotSync	Uses a cradle/ cable connected to a USB or serial port or infrared communication on any computer that has network HotSync Manager installed on your local area network (LAN) or a wide area network (WAN). Use a direct network HotSync operation when you are sitting at another computer that has network HotSync Manager installed.

Before performing a network HotSync operation, you must confirm network HotSync Manager is installed, perform a local cradle/cable or IR HotSync operation, then configure the computer and handheld on which you will perform network HotSync operations.

What do you what to do?

    Perform a direct network HotSync operation

    Perform a dial-in network HotSync operation

    Set up my computer for network HotSync operations

    Set up my handheld for a dial-in network HotSync operation


Performing a Direct Network HotSync Operation
Performing a Direct Network HotSync® Operation

Use a direct network HotSync® operation to synchronize data when you are in the office, but not at your computer. You can use any computer on the network that has a cradle/cable and the network HotSync Manager application installed. Before you perform the first direct network HotSync operation, confirm the network HotSync Manager software is installed on your Primary PC (the PC with your data), perform a local cradle/cable or IR HotSync operation, then setup the computer to perform a direct network HotSync operation.

To perform a direct network HotSync operation

1.	Make sure HotSync Manager is running on your Primary PC and the front end computer attached to the cradle/cable you will use to perform the direct network HotSync operation.

2.	On the HotSync Manager menu of the front end computer, make sure Network and one or more of the following are selected: Local USB, Local Serial, and InfraRed.

3.	Make sure Network is selected on the HotSync Manager menu of the Primary PC.

4.	From the Application Launcher on your handheld, tap the HotSync icon.

5.	Tap the Menu icon.

6.	If LANSync is not on, turn it on by performing the appropriate command for your organizer:

•	Tap the Choose LANSync Prefs command on the HotSync menu and tap LANSync.

•	Tap the Turn LANSync On command on the HotSync menu.

7.	Connect your handheld to the cradle/cable connected to the computer you are using to perform the direct network HotSync operation.

8.	Press the HotSync button on the cradle/cable.

  Related Topics


File Link Specify Import Fields Dialog Box

Use the Specify Import Fields dialog box to match Desktop fields to fields in non-archive files.

Desktop Field Name	Drag a Desktop field to an import data field to match Desktop fields to import data fields. Important   If you selected a category other than All in the Desktop application before importing the file, you will not see the Category check box. All records are imported to the selected category. If you import records that include category information, only available Desktop categories are matched. Unmatched categories are imported to the Unfiled category.
Desktop Field Name check box	Clear the check box next to the Desktop field that matches the field to prevent a field of information from being imported.
Data In	Shows sample data from each field in the current record of the import file.
Scan Records	Click the arrows to see other records in the import file.
Source File Character Set	Select the character set appropriate for the import file. You can select from Windows (ANSI) DOS Macintosh
Reset	Reverts to the default Desktop field order. (Selected field name order is saved in the Specify Import Fields dialog box.)