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Related Manuals for Sony PEG-NZ90 Intellisync Lite
Summary of Contents for Sony PEG-NZ90 Intellisync Lite
- Page 1 User Guide...
- Page 2 Intellisync Lite Copyright Notice No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any computer language, in any form or by any means, without the express written permission of Pumatech, Inc. This computer program is protected by copyright law and international treaties.
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Page 3: Table Of Contents
Table of Contents 1: B HAPTER NTRODUCTION TO Intellisync System Requirements...5 The Intellisync Icons...7 The HotSync 2: Q HAPTER SING NTELLISYNC Synchronizing Data...9 Re-Running the Operation ...14 3: T HAPTER ONFIGURATION The Configuration Dialog...15 The Choose Translator Dialog...16 Configuring Multiple Handheld Applications...17 Dialog Buttons ...18 DVANCED The Date Range Tab ...20... - Page 4 Editing and Adding Virtual Fields in the Handheld...39 5: F HAPTER ...41 ENERAL OTUS RGANIZER PPENDIX LOSSARY ...51 NDEX Notice: The contents of this manual reflect the Intellisync program at press- time. For information on changes to the software (or system support) that may have occurred since the manual was printed, refer to the Readme file or Help.
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Page 5: Chapter 1: Before You Begin
Chapter 1: Before You Begin Introduction to Intellisync Lite ntellisync Lite (Intellisync) software enables you to synchronize your Palm OS applications. This means that if you want to maintain the same data in your handheld and on your desktop, there’s an easy way to ensure that each system contains the same up-to-date information. - Page 6 Windows 2000 Professional Edition • 133 MHz Pentium-compatible processor or higher • 30 MB available hard disk space • 64 MB RAM • VGA monitor or better, 640 x 480 resolution • CD-ROM drive • One available USB or serial port •...
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Page 7: The Intellisync Icons
The Intellisync Icons These are the icons as they appear in the Intellisync Program Group: To access Help specific to the PC application you are using, click Supported Systems in the Help Contents screen and select your application from the list of supported systems. -
Page 8: The Hotsync ® Manager
The HotSync In order to use Intellisync Lite, you must already have Palm Desktop installed on your PC. Installing Palm Desktop installs HotSync manager in the Startup group on your PC. This application—which runs in the background, and which is activated by pressing the HotSync button on the handheld cradle—coordinates all communications between your handheld and your PC, including Intellisync synchronizations. -
Page 9: Chapter 2: Quick Start
Chapter 2: Quick Start Using Intellisync: A Tutorial This tutorial is for users who want to start synchronizing immediately. Make sure you read For more complete information on synchronization—including details “The HotSync ® on all the Intellisync settings and processes that affect Manager”... - Page 10 Follow these steps to configure and perform your first synchronization: Click on the Intellisync Configure shortcut, or the Intellisync Configure icon in the Intellisync Lite program group. This displays the Intellisync Configuration dialog box. Selecting Palm Desktop in the Choose Translator dialog instructs the HotSync Manager to perform a Palm...
- Page 11 In the Choose Translator dialog box, select the PC application you want to synchronize. If you select Lotus Organizer, a File Name box and Browse button appear, use Browse to select the file you want to synchronize. Notes: • Check Apply to all applications to have the selected application and file (or folder) synchronize with all applicable handheld applications.
- Page 12 Note the check box adjacent to the handheld application name. By default, this check box is checked, indicating that the data is activated for synchronization. (If you clear this box, the application data is not synchronized.) To review or alter settings affecting synchronization, select the Advanced button to access the Advanced Settings dialog.
- Page 13 If you have not already done so, read “The HotSync Manager” in Chapter 1 for important details on the HotSync Manager application. 10. If a Conflict Resolution dialog box appears, resolve “data conflicts” (see note below). When the operation is complete, your handheld will display the message HotSync complete.
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Page 14: Re-Running The Operation
Re-Running the Operation Now that you have configured a synchronization, re-executing the operation is basically a one step operation. Simply press the HotSync button on the cradle (with the handheld in the cradle and the cradle connected to your PC), and synchronization begins. -
Page 15: Chapter 3: The Intellisync Dialogs
Chapter 3: The Intellisync Dialogs The Configuration & Choose Translator Dialogs The Intellisync Configuration and Choose Translator dialogs are where you specify the handheld and PC applications you want to synchronize. The Configuration Dialog This dialog contains an “Applications” list containing each of the handheld applications. -
Page 16: The Choose Translator Dialog
The Choose Translator Dialog The Choose Translator dialog contains an Options button that is enabled if you select MS Outlook. Refer to the Supported Systems section of Online Help for information on Options dialog settings that apply to the PC application you use. -
Page 17: Configuring Multiple Handheld Applications
Now the PC application you selected appears next to the highlighted handheld application name, and the check box adjacent to the handheld application name is checked. In addition, a two-way arrow (for synchronization) appears between the handheld and PC application names. Clearing a check box next to an application excludes that application from synchronization. -
Page 18: Dialog Buttons
Refer to the “Quick-Start” tutorial in Chapter 2 for more specific instructions. Dialog Buttons The Configuration and Choose Translator dialogs contain the following buttons: • Advanced: Accesses the tabbed Advanced Settings dialog. Note that this button is only enabled when you have configured a handheld and PC application for synchronization, and the applications are selected in the Configuration dialog. -
Page 19: The Advanced Settings Dialog Box
The Advanced Settings dialog box When you select the Advanced button in the Configuration dialog, the Advanced Settings dialog appears. This tabbed dialog contains one or more of the following settings and features. • Date Range: Determines the range of Date Book items that are included in an operation. -
Page 20: The Date Range Tab
The Date Range Tab The setting in this tab determines the range of Date Book items that will be included in a synchronization. Transfer Only Future Items is the default Date Range setting. • Transfer All Scheduled Items: Includes all dated items. •... -
Page 21: The To Do List Tab
The To Do List Tab The To Do List setting in this tab determines which To Do items are processed when you run a synchronization. Transfer Only Pending Items is the default setting at installation. • If you accept Transfer Only Pending Items, To Do items marked “completed”... -
Page 22: The Conflict Resolution Tab
Intellisync Lite The Conflict Resolution Tab When a data conflict occurs during a data transfer, and Intellisync can’t resolve it using the normal synchronization process, the Conflict Resolution setting selected in this tab is used to resolve it. At installation, Notify me when conflicts occur is selected. This is the only setting that display a dialog when a data conflict is found, letting you decide which values should be used in each record. - Page 23 The use of key fields in detecting data conflicts is premised on the following: When key fields in a handheld record match the key fields in a PC application record, other mapped fields in the two records should also match. For example, if both of your systems have an address record for Ron Smith, the values in Title, Company, etc.
- Page 24 • Other Application Wins: Uses PC data when conflicts occur. Use this option when you’re confident that your PC application contains the most accurate information. The Conflict Resolution Dialog Box When “Notify” is the Conflict Resolution setting, a dialog is presented each time Intellisync needs help resolving a conflict.
- Page 25 • Update: Updates one or both records (as necessary) with the value or values highlighted in the grid. Conflict Resolution Dialog Buttons The Conflict Resolution dialog box also contains the following buttons: • OK: Initiates the chosen action and continues the operation. •...
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Page 26: The Field Mapping Dialog
The Field Mapping Dialog In order for data to be transferred between your handheld and your PC Fields that are not application file, corresponding fields in each application must be linked in the Field mapped to one another. Intellisync provides default field mapping, Mapping dialog are which links equivalent fields in your two systems. - Page 27 As you can see, the Field Mapping dialog lists handheld fields on the left, and PC fields on the right. Two-way arrows appear between fields that are “mapped,” or linked, for synchronization. • To un-map mapped fields: Click on the arrow (or highlight the PC application field name and double-click or press the Spacebar).
- Page 28 Field Mapping Notes: • Before you edit field mapping, scroll up and down the field list to see the available fields. They may not be organized as you’d expect. • If you change field mapping after data has been synchronized, the next synchronization will be, in effect, a first run synchronization.
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Page 29: Chapter 4: Special Topics
Chapter 4: Special Topics This chapter is devoted to explaining in detail some aspects of Intellisync that have only been touched upon in previous chapters. Topics include: • Multi-User Support • Synchronization and History Files • The Same Record Changed and Deleted dialog box •... -
Page 30: Multi-User Support
Multi-User Support Intellisync can be used to synchronize multiple handhelds. A separate operation can be configured for each. However, before you can configure an operation for a second (or third, etc.) handheld, a User name for that handheld must be added to the Palm ™... - Page 31 Notes on Multi-User Support: • You may be prompted to select a User name the very first time you run an Intellisync synchronization. • The handheld “owner name” is not the same as a User name. User names can only be defined in Palm Desktop. •...
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Page 32: Synchronization And History Files
Synchronization and History Files During a synchronization, Intellisync compares records in your An understanding of handheld to records in your PC application, and makes whatever history files and how changes are necessary in each system to ensure that they both contain synchronization works the same information. -
Page 33: The Same Record Changed And Deleted Dialog
The Same Record Changed and Deleted Dialog If, during a synchronization, Intellisync discovers that a previously This dialog appears synchronized record has been changed in one system and deleted in only when Notify me the other since the last synchronization, a special dialog is displayed. when conflicts occur is the selected Conflict Resolution... -
Page 34: Remote Synchronization
Remote Synchronization Once you have configured a synchronization, Intellisync can synchronize remotely, via modem. This topic outlines what must be done prior to running a remote synchronization, and describes differences between remote and local operations. Consult your Palm OS on how to set up HotSync, your handheld, and your Palm modem for remote synchronization. -
Page 35: Remote Vs. Local Synchronization
Remote vs. Local Synchronization When you run a synchronization locally, you are sometimes prompted for information. For example, if the “Notify” Conflict Resolution setting is selected, you may be prompted to resolve data conflicts. Since interaction with Intellisync is not possible when you synchronize via modem, remote synchronizations entail a number of limitations. -
Page 36: Importing And Exporting Data
Importing and Exporting Data In addition to synchronizing your handheld with PC applications, Intellisync can also perform imports and exports of data from one system to the other. The same procedures that are involved in configuring and performing a synchronization are used for importing and exporting. That is, you have to set up the Configuration and Choose Translator dialogs, and, if necessary, adjust settings in the Advanced Settings, Options, and Field Mapping dialogs. -
Page 37: Virtual Fields
Virtual Fields Sometimes the handheld does not have fields corresponding to important PC application fields. For example, a PC application's To Do records might have Contact and Company fields which the handheld To Do List records do not. To solve this problem, Intellisync sometimes creates “virtual” handheld fields. -
Page 38: Virtual Phone And Email Fields
Virtual Phone and Email Fields Virtual Phone and Email fields can be used to increase the number of phone numbers and email addresses that can be entered into handheld Address records. Unlike virtual fields in the Date Book and To Do List applications, these virtual fields are never mapped by default. -
Page 39: Editing And Adding Virtual Fields In The Handheld
Editing and Adding Virtual Fields in the Handheld You can both edit and add virtual field values in handheld records. But you must adhere to the following rules: • When adding virtual field names, use the exact spelling and letter case used in the Field Mapping dialog. -
Page 41: Chapter 5: Frequently Asked Questions
Chapter 5: Frequently Asked Questions General I received the message “Wrong version of Windows,” but I am using a Windows application that is supported by Intellisync. This message appears if Palm your PC when you attempt to install Intellisync Lite. To stop the error from occurring, install Palm Desktop on your system. - Page 42 During synchronization, I am losing the connection between my handheld and PC. If your handheld and PC are hooked up correctly, your batteries are not run down, and the COM port setting is accurate, try synchronizing with the Palm Desktop. If synchronizing with Palm Desktop does work, your problem may be that the baud rate is set too high in Palm Desktop.
- Page 43 This displays the Developer’s Backdoor window. DL Server Wait Forever is ON. Press OK. Press the HotSync button on the cradle to start a synchronization. Your handheld will remain in the “wait-forever” mode until the synchronization is completed or canceled. (If a Cancel causes your handheld to hang, execute a soft-reset.
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Page 44: Lotus Organizer
Lotus Organizer When I try to synchronize my handheld with Lotus Organizer, I get the message “Unable to access data file; verify that the file is closed or not in use.” When synchronizing with Lotus Organizer, the application can be running, but the file must be closed. -
Page 45: Appendix: Log Files
Appendix: Log Files For each handheld application that is synchronized during an Log files can be a Intellisync operation, a “Log” file is created. Log files contain a good source of detailed accounting of what occurred during the synchronization. information if you call for technical It is not normally necessary to read log files after a synchronization. - Page 46 Intellisync Lite The following actions may be noted: ADD: The record was added. DELETE: The record was deleted. FAIL RANGE: The item was excluded from the operation. IGNORE: The record was ignored. REPLACE: The record was deleted and replaced with a record from the other system.
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Page 47: Glossary
Glossary Conflict Resolution Boldfaced text A process (controlled by a setting in the Conflict Resolution tab of the identifies additional Advanced Settings dialog) that is sometimes used by Intellisync to terms defined in this determine how to resolve data conflicts during synchronizations. See glossary. -
Page 48: History File
Intellisync Lite Field Mapping The linkage that directs the comparison and transfer of handheld and PC data during synchronizations. Field mapping is contained (and can be edited) in the Intellisync Field Mapping dialog. To access the Field Mapping dialog, select the Field Mapping button in the Advanced Settings dialog. - Page 49 Glossary example, in Address records, if Last Name and First Name (key) values match, but Address values differ, this is a data conflict. See also Data Conflict. Mapped Fields Handheld and PC application fields that are linked for synchronization in the Intellisync Field Mapping dialog. Section A type, or category, of data contained in a PC application.
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Page 51: Index
Index Address records and Last Name fields, 27 Advanced button, 19 Advanced Settings dialog box, 21 Conflict Resolution tab, 24 Date Range tab, 22 To Do List tab, 23 Cancel button, 20 Choose Button, 12 Choose Translator dialog box, 13, and Palm Desktop, 20 Completed To Do Items, 23 Configuration Dialog, 12... - Page 52 import and export operations, installing the software, 6 uninstalling, 8 Intellisync dialog box buttons, 20 Intellisync dialog boxes Advanced Settings, 21 Choose Translator, 18 Intellisync Program Group, 7 Intellisync Support Tool, 8 key field, 51 key fields, 25 log files, 47 locating and viewing, 47 reading, 48 Lotus Organizer...
- Page 53 Index Wrong version of Windows error message Palm Desktop not installed, 43 Page 53...