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Requirements
Install the Palm Desktop software for your handheld device. The minimum
version of Palm Desktop ITS supports is 4.0. ITS recommends downloading
and installing the latest version of Palm Desktop from this link:
Palm
Desktop software for Windows
After proper installation of this software, your handheld data will be
backed up on your desktop computer in case of emergency system restore.
Overview
This document will guide you through basic operations to synchronize
your handheld device with your desktop computer through the USB cable
or cradle. Once connected, you can HotSync your handheld
data with your desktop computer. 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. If enabled, the 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.
NOTE: Many Palm OS based devices lose all data if the batteries are completely
drained, so frequent synchronization, with backup enabled, is recommended,
especially for devices with internal, rechargeable batteries. In the event
that your Palm device loses power, your data can be restored to your last
synchronization.
Installing Palm Desktop
Palm Desktop is stored on the installation CD-ROM, supplied by your
manufacturer, and must be installed on your computer; ITS recommends downloading
the latest version of this software from palmOne, and installing this
version. The software is used for data transfer between your handheld
device and computer, and handling data on your computer such as address
book.
- Download the software from palmOne,
and run the installer according to the instructions from palmOne. The
download page also includes links to the Palm Desktop Support, HotSync
Issues Help, and the HotSync Support Guide.
- Once you have Palm Desktop installed, you can connect your
Palm device to your PC (using the USB cable or cradle) to synchronize
data in any of the modules in the Palm Desktop application. Additionally,
you can Install files, upload pictures, and back up the files on your
Palm handheld.
- Connect one end of the USB cable to your computer, and the other to
the cradle or device.
- If you haven’t already, turn your handheld device on.
- On the handheld device, tap Home, which looks like
the image below:
- Next, tap the HotSync icon from the menu, which looks
like the image below:
- Click OK when your user name is displayed in the
Users window of your computer. Your user name entered for Palm Desktop
is also registered in your handheld.
- When the setup is complete, HotSync operation complete
will be displayed on your handheld.
Note: The Palm Desktop software from the CD-ROM may
also install the replacement conduit for Palm Desktop. This would allow
the user to synchronize data with Microsoft Outlook. If you are installing
Palm Desktop from your CD-ROM and see a screen like the one below, choose
the option for Microsoft Outlook. In this case, installation is complete,
and all that is necessary is the configuration of Palm Desktop and the
conduit replacement.
Configuring HotSync®
During the installation of Palm Desktop, HotSync Manager is installed.
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
- From the HotSync Manager menu, choose
Setup.
- The Setup dialog box appears, as shown below:
- From the General tab, select a startup option.
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
- Click OK
Setup the USB cable or cradle connection with the desktop computer
(This could be the reason why a handheld will not HotSync)
- Click the Local tab of the Setup dialog box, as shown below:
- Choose the Serial port for the USB cable or cradle.
This could be any of the options in the dropdown menu. It should be
set to the default setting, and it is very difficult to determine which
COM port this should be set to. If a handheld will not HotSync, set
this to each other port.
- Select the speed for the local cradle/cable HotSync operation. Select
As Fast As Possible (which should be the default) for
HotSync Manager to use the fastest possible speed, or select a specific
speed. Select a lower speed if you experience problems with the speed
set at As Fast As Possible.
- Click OK.
Setup a modem connection for HotSync
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.
The image below shows an example of a modem setup:
Setup the network connection for HotSync (Allows a HotSync operation
across TCP/IP)
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 or wireless networking to 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 or on a TCP/IP based network.
Before performing a network HotSync operation, you must confirm that
network HotSync Manager is installed. To do this, perform a local cradle/cable
or IR HotSync operation, then configure the computer and handheld on which
you will perform network HotSync operations.
Customize the ways data is passed to your handheld and back
to your desktop
- From the HotSync Manager menu, choose Custom.
- Conduits are the way data is transferred and translated with the palm/desktop
application.
- Select the user whose options you would like to change.
- In the Custom settings dialog box, you can see all
of the application conduits, the install conduit, and the system conduit
for the Palm Desktop.
- Application conduits
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.
- Note: All conduits have a Set as default option.
If this option is not selected, the changes made will result in the
next HotSync operation, afterwards the conduit will revert to the default
options. If this option is selected, the changes are permanent, and
each subsequent HotSync operation will use the selected setting.
a. To change the way application data is synchronized,
select the Application conduit, and click Change.
The change [Application conduit] action dialog is displayed below:
- Synchronize the files (Default and recommended)
Synchronizes the data on your handheld and your computer so that
both have the most current information. If a palm device needs
to be restored, this option will accommodate the restore operation.
- 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.
Note: Selecting either the Desktop overwrites
handheld or Handheld overwrites Desktop will erase all data that
is not consistent between the device that will overwrite the other
device. Be very careful when selecting either of these options.
b. To change whether applications are installed,
select the Install conduit and click Change
- Install handheld applications
Allows applications to be installed on the handheld. See Installing
Palm OS applications.
- Do nothing
Applications will not be installed to the handheld.
c. To change the way the system is backed up,
select the System conduit and click Change.
- Handheld overwrites Desktop (Default and recommended)
System data from the handheld is backed up to the desktop hard
drive.
- Desktop overwrites handheld
System data backed up on the last HotSync operation is restored
to the handheld.
- Do nothing
System data will not be backed up or restored.
Installing Palm OS applications
If you have configured the HotSync Manager to allow/enable the installation
conduit, you can double click any Palm application (.prc) and it will
open the installation window for you.
- After double clicking a Palm application (.prc) file, the Install
Tool dialog box opens.
- Click Done, and perform a HotSync
from your device. The application will be installed to the Unfiled
section of the Palm OS.
Conclusion
Setup is now complete. From this point on to synchronize your handheld
with your computer, attach the USB cable or place your device on the cradle,
and just tap the HotSync icon from your handheld device or if provided
press the HotSync button on the cradle, information will be passed from
device to desktop or desktop to device and any applications will be installed
as you specify.
Getting Help
IT Service Center
(303) 735-HELP
help@colorado.edu |
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